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
Anastasiya Zubilova Anastasiya Zubilova's Morgan Stanley Experience June 2011 - August 2011
Job Global Supply Manager at Apple
Industry Consumer Electronics
Experience
Apple November 2014 - Present
Ben & Jerry's June 2013 - October 2014
Ben & Jerry's November 2013 - July 2014
Unilever April 2012 - June 2013
Morgan Stanley June 2011 - August 2011
Unilever July 2010 - January 2011
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Online Marketing, Microsoft Word, Sales, Management, Project Management, Procurement, Data Analysis, Warehouse Management, Software Implementation, SAP ERP, Graphic Design
Education
University of Maryland College Park 2007 — 2011
BS, Operations Management
University of Maryland College Park 2007 — 2011
BA, Studio Art and Graphic Design
Hvitfeldska Gymnasiet, Gothenburg, Sweden
French Language
Apple November 2014 - Present
Ben & Jerry's June 2013 - October 2014
Ben & Jerry's November 2013 - July 2014
Unilever April 2012 - June 2013
Morgan Stanley June 2011 - August 2011
Unilever July 2010 - January 2011
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Online Marketing, Microsoft Word, Sales, Management, Project Management, Procurement, Data Analysis, Warehouse Management, Software Implementation, SAP ERP, Graphic Design
Education
University of Maryland College Park 2007 — 2011
BS, Operations Management
University of Maryland College Park 2007 — 2011
BA, Studio Art and Graphic Design
Hvitfeldska Gymnasiet, Gothenburg, Sweden
French Language
Sandy Kwon Sandy Kwon's Morgan Stanley Experience May 2011 - August 2011
Job Biz Dev at Funding Circle
Industry Venture Capital & Private Equity
Experience
Funding Circle October 2014 - Present
GE Capital July 2014 - October 2014
GE Capital July 2012 - June 2014
Keiretsu Forum February 2012 - June 2012
Morgan Stanley May 2011 - August 2011
Education
University of Maryland College Park 2007 — 2011
B.S, Operations Management, Philosophy
Funding Circle October 2014 - Present
GE Capital July 2014 - October 2014
GE Capital July 2012 - June 2014
Keiretsu Forum February 2012 - June 2012
Morgan Stanley May 2011 - August 2011
Education
University of Maryland College Park 2007 — 2011
B.S, Operations Management, Philosophy
Adam West's Morgan Stanley Experience July 1998 - April 2001
Job Vice President | Relationship Manager
Industry Financial Services
Experience
TD Wealth Management June 2015 - Present
Wells Fargo Advisors July 2012 - June 2015
Wells Fargo Advisors December 2010 - July 2012
Citizens Bank October 2009 - December 2010
Bank of America June 2006 - March 2009
Westco, Inc October 2002 - June 2006
Morgan Stanley Smith Barney April 2001 - October 2002
Morgan Stanley July 1998 - April 2001
Standish, Ayer & Wood, Inc March 1993 - August 1996
Skills
Building Relationships, New Business Development, Sales Management, Wealth Management, Private Banking, Financial Advisory, Banking, Credit, Cash Management, Series 7, Securities, Financial Planning, Mortgage, Loans, Private Wealth..., Series 6, Series 63, Mortgage Lending, High Net Worth..., Holistic Financial..., Investment Advisory, Separately Managed..., Wrap Accounts, Unified Managed Accounts, SMA, Strategic Financial..., Retirement Planning, Relationship Management, Asset Management, Asset Allocation, Investment Strategies, Financial Analysis, Commercial Banking, Finance, Financial Risk, Consumer Lending, Insurance, Financial Services
Education
University of Massachusetts Boston 1996 — 1998
B.S, Finance
TD Wealth Management June 2015 - Present
Wells Fargo Advisors July 2012 - June 2015
Wells Fargo Advisors December 2010 - July 2012
Citizens Bank October 2009 - December 2010
Bank of America June 2006 - March 2009
Westco, Inc October 2002 - June 2006
Morgan Stanley Smith Barney April 2001 - October 2002
Morgan Stanley July 1998 - April 2001
Standish, Ayer & Wood, Inc March 1993 - August 1996
Skills
Building Relationships, New Business Development, Sales Management, Wealth Management, Private Banking, Financial Advisory, Banking, Credit, Cash Management, Series 7, Securities, Financial Planning, Mortgage, Loans, Private Wealth..., Series 6, Series 63, Mortgage Lending, High Net Worth..., Holistic Financial..., Investment Advisory, Separately Managed..., Wrap Accounts, Unified Managed Accounts, SMA, Strategic Financial..., Retirement Planning, Relationship Management, Asset Management, Asset Allocation, Investment Strategies, Financial Analysis, Commercial Banking, Finance, Financial Risk, Consumer Lending, Insurance, Financial Services
Education
University of Massachusetts Boston 1996 — 1998
B.S, Finance
Lorenzo Christy Lorenzo Christy's Morgan Stanley Experience November 2014 - Present
Job Advisory Corrections Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Strategy Anesthesia July 2014 - November 2014
TEKsystems March 2014 - May 2014
The Greene Turtle December 2013 - May 2014
Montgomery County Recreation Department June 2010 - August 2013
ColorNet Printing and Graphics, Inc. May 2012 - August 2012
Montgomery County Recreation Department June 2007 - August 2010
Skills
Mathematics, Analytical Skills, Business, Time Management, Teamwork, Finance, Future Trends, Networking, Business Services, Information Systems, Order Fulfillment, Software, Partnerships, Leadership, Asset, Managed Hosting, Customer Service, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Team Leadership, Microsoft Word, Microsoft Office, Analysis, Event Planning
Education
University of Maryland Eastern Shore 2009 — 2013
Bachelor of Science, Business Administration and Management, General
Seneca Valley High School 2005 — 2009
Morgan Stanley November 2014 - Present
Strategy Anesthesia July 2014 - November 2014
TEKsystems March 2014 - May 2014
The Greene Turtle December 2013 - May 2014
Montgomery County Recreation Department June 2010 - August 2013
ColorNet Printing and Graphics, Inc. May 2012 - August 2012
Montgomery County Recreation Department June 2007 - August 2010
Skills
Mathematics, Analytical Skills, Business, Time Management, Teamwork, Finance, Future Trends, Networking, Business Services, Information Systems, Order Fulfillment, Software, Partnerships, Leadership, Asset, Managed Hosting, Customer Service, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Team Leadership, Microsoft Word, Microsoft Office, Analysis, Event Planning
Education
University of Maryland Eastern Shore 2009 — 2013
Bachelor of Science, Business Administration and Management, General
Seneca Valley High School 2005 — 2009
William Skovira's Morgan Stanley Experience January 2013 - June 2013
Job Benefits Operations Manager at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt June 2013 - Present
Morgan Stanley January 2013 - June 2013
Morgan Stanley January 2011 - January 2013
Morgan Stanley January 2010 - January 2011
MetLife January 2008 - January 2010
Allstate Insurance January 2005 - January 2008
Skills
Financial Services, Equities, Fixed Income, Risk Management, Financial Analysis, Series 7, Financial Risk, Investments, Settlement, Management, Prime Brokerage, Insurance, Operations Management, Mutual Funds, Underwriting, Process Improvement, Portfolio Management, Budgets, Corporate Finance, Business Development, Client Service Oriented, Project Management
Education
University of Maryland College Park 2000 — 2004
BA, Criminology & Criminal Justice
Aon Hewitt June 2013 - Present
Morgan Stanley January 2013 - June 2013
Morgan Stanley January 2011 - January 2013
Morgan Stanley January 2010 - January 2011
MetLife January 2008 - January 2010
Allstate Insurance January 2005 - January 2008
Skills
Financial Services, Equities, Fixed Income, Risk Management, Financial Analysis, Series 7, Financial Risk, Investments, Settlement, Management, Prime Brokerage, Insurance, Operations Management, Mutual Funds, Underwriting, Process Improvement, Portfolio Management, Budgets, Corporate Finance, Business Development, Client Service Oriented, Project Management
Education
University of Maryland College Park 2000 — 2004
BA, Criminology & Criminal Justice
Daniel Fitzmaurice Daniel Fitzmaurice's Morgan Stanley Experience 2010 - 2014
Job Vice President, Market Sales Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2014 - Present
U.S. Coast Guard 2002 - Present
Citi Private Bank Law Firm Group 2014 - 2014
Morgan Stanley 2010 - 2014
Bank of America - Merrill Lynch 2009 - 2010
Bank of America 2008 - 2009
Bank of America 2007 - 2008
Bank of America 2006 - 2007
Target 2004 - 2006
U.S. Coast Guard 1998 - 2002
Skills
Series 63, Series 7, Securities, Customer Service, Finance, Loans, Banking, Mutual Funds, Credit, Investments, Series 6, Strategic Planning, Business Development, Residential Mortgages, Securities Lending, Microsoft Excel, PowerPoint, Financial Services, Mortgage Lending, Portfolio Management, Risk Management, Commercial Mortgages, Microsoft Office, Microsoft Word, Wealth Management, Asset Management, Strategic Financial..., Management, Customer Retention, Financial Planning, Leadership, Manage Client..., New Market Expansion, Motivation, Revenue, Series 65, Series 9/10
Education
University of Massachusetts Boston
Master of Business Administration (MBA), Finance
University of Massachusetts Boston
Bachelor of Science (BS), Business Administration, Management
Bank of America Merrill Lynch 2014 - Present
U.S. Coast Guard 2002 - Present
Citi Private Bank Law Firm Group 2014 - 2014
Morgan Stanley 2010 - 2014
Bank of America - Merrill Lynch 2009 - 2010
Bank of America 2008 - 2009
Bank of America 2007 - 2008
Bank of America 2006 - 2007
Target 2004 - 2006
U.S. Coast Guard 1998 - 2002
Skills
Series 63, Series 7, Securities, Customer Service, Finance, Loans, Banking, Mutual Funds, Credit, Investments, Series 6, Strategic Planning, Business Development, Residential Mortgages, Securities Lending, Microsoft Excel, PowerPoint, Financial Services, Mortgage Lending, Portfolio Management, Risk Management, Commercial Mortgages, Microsoft Office, Microsoft Word, Wealth Management, Asset Management, Strategic Financial..., Management, Customer Retention, Financial Planning, Leadership, Manage Client..., New Market Expansion, Motivation, Revenue, Series 65, Series 9/10
Education
University of Massachusetts Boston
Master of Business Administration (MBA), Finance
University of Massachusetts Boston
Bachelor of Science (BS), Business Administration, Management
Jackie Abrahamson Jackie Abrahamson's Morgan Stanley Experience 1998 - 2007
Job Software
Industry Information Technology and Services
Experience
SAIC February 2015 - Present
TASC, Inc. February 2013 - October 2014
Wells Fargo Advisors 2008 - 2011
Morgan Stanley 1998 - 2007
Skills
Security Clearance, Java, Access, JavaScript, C++, SQL, Mutual Funds, Uniform Combined State..., Retirement Planning, Series 63, Series 7, Time Management, Microsoft Office, SQL*Plus, PHP, XML, HTML, XHTML, Microsoft Works, ASP.NET, Oracle SQL, Dreamweaver, NetBeans, Glassfish, Apache Tomcat, Unix Shell Scripting, SIPRNET, NIPR, MS Project, CMMI, ClearCase, Process Improvement, Scrum, Agile Methodologies
Education
University of Massachusetts at Lowell 2013 — 2015
Master of Science (M.S.), Information Technology
UMUC
BS, Computer and Information Sciences, 3.5
SAIC February 2015 - Present
TASC, Inc. February 2013 - October 2014
Wells Fargo Advisors 2008 - 2011
Morgan Stanley 1998 - 2007
Skills
Security Clearance, Java, Access, JavaScript, C++, SQL, Mutual Funds, Uniform Combined State..., Retirement Planning, Series 63, Series 7, Time Management, Microsoft Office, SQL*Plus, PHP, XML, HTML, XHTML, Microsoft Works, ASP.NET, Oracle SQL, Dreamweaver, NetBeans, Glassfish, Apache Tomcat, Unix Shell Scripting, SIPRNET, NIPR, MS Project, CMMI, ClearCase, Process Improvement, Scrum, Agile Methodologies
Education
University of Massachusetts at Lowell 2013 — 2015
Master of Science (M.S.), Information Technology
UMUC
BS, Computer and Information Sciences, 3.5
Susan Hwang Susan Hwang's Morgan Stanley Experience August 2011 - April 2015
Job songwriter, vocalist, bandleader, founder and host of Bushwick Book Club
Industry Music
Experience
Soozee Hwang and The Relastics October 2010 - Present
Bushwick Book Club January 2009 - Present
The Debutante Hour October 2007 - Present
Morgan Stanley August 2011 - April 2015
Goodbye Blue Monday January 2009 - June 2011
ABN AMRO Bank N.V. May 2006 - May 2008
Goldman Sachs January 1999 - May 2006
Skills
Songwriting, Singing, Accordion, Event Producing, Administrative..., Acting, Outlook, Event Promoting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Spreadsheets, Office Management, Customer Service, Lotus Notes, Travel Arrangements, Data Entry, Magician's Assistant, Drums, Piano, Performing, Public Relations, Event Production, Copywriting, Music Performance, Music Production
Education
University of Maryland College Park 1991 — 1995
Bachelor's degree, English Language and Literature, Creative Writing
Univeristy of Maryland 1991 — 1994
Bachelor's degree - English, Creative Writing, English - Creative Writing
Soozee Hwang and The Relastics October 2010 - Present
Bushwick Book Club January 2009 - Present
The Debutante Hour October 2007 - Present
Morgan Stanley August 2011 - April 2015
Goodbye Blue Monday January 2009 - June 2011
ABN AMRO Bank N.V. May 2006 - May 2008
Goldman Sachs January 1999 - May 2006
Skills
Songwriting, Singing, Accordion, Event Producing, Administrative..., Acting, Outlook, Event Promoting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Spreadsheets, Office Management, Customer Service, Lotus Notes, Travel Arrangements, Data Entry, Magician's Assistant, Drums, Piano, Performing, Public Relations, Event Production, Copywriting, Music Performance, Music Production
Education
University of Maryland College Park 1991 — 1995
Bachelor's degree, English Language and Literature, Creative Writing
Univeristy of Maryland 1991 — 1994
Bachelor's degree - English, Creative Writing, English - Creative Writing
Kara Guattery Kara Guattery's Morgan Stanley Experience September 2014 - Present
Job Analyst, Private Banking Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Whole Foods Market June 2013 - August 2013
Morgan Stanley January 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Public Speaking, Customer Service, Teamwork, Event Planning, Facebook, Social Networking, Leadership, Outlook, Team Leadership, Editing
Education
University of Maryand, College Park 2010 — 2014
Bachelor of Science (BS), Marketing and Supply Chain Management
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.), Marketing and Supply Chain Management
Morgan Stanley September 2014 - Present
Whole Foods Market June 2013 - August 2013
Morgan Stanley January 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Public Speaking, Customer Service, Teamwork, Event Planning, Facebook, Social Networking, Leadership, Outlook, Team Leadership, Editing
Education
University of Maryand, College Park 2010 — 2014
Bachelor of Science (BS), Marketing and Supply Chain Management
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.), Marketing and Supply Chain Management
Sheamus Reardon's Morgan Stanley Experience September 2011 - July 2012
Job Membership Consultant at Town Sports International
Industry Health, Wellness and Fitness
Experience
Town Sports International June 2014 - Present
J.P. Morgan December 2013 - April 2014
Morgan Stanley September 2011 - July 2012
Case New Holland May 2011 - September 2011
Skills
Research, Teaching, Microsoft Office, Microsoft Excel, PowerPoint, Sales, Budgets, Fundraising, Public Speaking, Time Management, Business Development, Social Networking, Marketing, Investments, Customer Service, Creativity Skills
Education
University of Maryland College Park 2008 — 2012
BS, Finance, International Business
Xaverian Brothers High School 2004 — 2008
Town Sports International June 2014 - Present
J.P. Morgan December 2013 - April 2014
Morgan Stanley September 2011 - July 2012
Case New Holland May 2011 - September 2011
Skills
Research, Teaching, Microsoft Office, Microsoft Excel, PowerPoint, Sales, Budgets, Fundraising, Public Speaking, Time Management, Business Development, Social Networking, Marketing, Investments, Customer Service, Creativity Skills
Education
University of Maryland College Park 2008 — 2012
BS, Finance, International Business
Xaverian Brothers High School 2004 — 2008
Derin Bademosi Derin Bademosi's Morgan Stanley Experience August 2013 - Present
Job Analyst
Industry Investment Banking
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley November 2014 - November 2014
Morgan Stanley January 2014 - February 2014
2U September 2012 - August 2013
BB&T June 2012 - August 2012
Goodwineye Associates July 2011 - December 2011
African American Studies Department September 2009 - January 2011
Skills
Stata, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Salesforce.com..., Autorefractor Machine, Tonometer Machine, Profinia, Communication, Organization, Asset Management, Financial Analysis, Documentations, Sales Operations, Email Newsletter Design, Mentoring, Youth Mentoring, Delegation, Organizational..., Leadership, Typewriter, Landlord/Tenant Matters, Rental Management, Customer Service, Data Analysis, Analysis
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Economics
Morgan Stanley August 2013 - Present
Morgan Stanley November 2014 - November 2014
Morgan Stanley January 2014 - February 2014
2U September 2012 - August 2013
BB&T June 2012 - August 2012
Goodwineye Associates July 2011 - December 2011
African American Studies Department September 2009 - January 2011
Skills
Stata, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Salesforce.com..., Autorefractor Machine, Tonometer Machine, Profinia, Communication, Organization, Asset Management, Financial Analysis, Documentations, Sales Operations, Email Newsletter Design, Mentoring, Youth Mentoring, Delegation, Organizational..., Leadership, Typewriter, Landlord/Tenant Matters, Rental Management, Customer Service, Data Analysis, Analysis
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Economics
Kara Boyle Kara Boyle's Morgan Stanley Experience July 2015 - Present
Job Vice President, Global Financial Crimes at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Womble Carlyle Sandridge & Rice LLP October 2012 - July 2015
Office of the Commissioner of Financial Regulation January 2012 - May 2012
U.S. District Court for the District of Maryland August 2011 - December 2011
Womble Carlyle Sandridge & Rice LLP May 2011 - August 2011
Womble Carlyle Sandridge & Rice LLP May 2010 - August 2010
Skills
Legal Research, Legal Writing, Westlaw, Appeals, Litigation, Public Policy, Civil Litigation, Courts, Commercial Litigation, Administrative Law, Trials, Legal Issues, Lexis, Intellectual Property
Education
University of Maryland School of Law 2009 — 2012
University of Maryland College Park 2002 — 2005
B.A., Public Relations
Bryn Mawr School
Morgan Stanley July 2015 - Present
Womble Carlyle Sandridge & Rice LLP October 2012 - July 2015
Office of the Commissioner of Financial Regulation January 2012 - May 2012
U.S. District Court for the District of Maryland August 2011 - December 2011
Womble Carlyle Sandridge & Rice LLP May 2011 - August 2011
Womble Carlyle Sandridge & Rice LLP May 2010 - August 2010
Skills
Legal Research, Legal Writing, Westlaw, Appeals, Litigation, Public Policy, Civil Litigation, Courts, Commercial Litigation, Administrative Law, Trials, Legal Issues, Lexis, Intellectual Property
Education
University of Maryland School of Law 2009 — 2012
University of Maryland College Park 2002 — 2005
B.A., Public Relations
Bryn Mawr School
Eric Adamski's Morgan Stanley Experience September 2013 - December 2013
Job Financial Analyst at Constellation Energy
Industry Oil & Energy
Experience
Constellation December 2013 - Present
Morgan Stanley September 2013 - December 2013
Skills
PowerPoint, Public Speaking, Data Analysis, Microsoft Office, Analysis, Microsoft Excel, Microsoft Word, Project Management, Access, Fundraising, Financial Analysis, Team Leadership, Microsoft SQL Server, Visual Studio, Financial Reporting, Financial Modeling, Data Modeling, Strategic Financial...
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Finance and Information Systems, 3.568
Constellation December 2013 - Present
Morgan Stanley September 2013 - December 2013
Skills
PowerPoint, Public Speaking, Data Analysis, Microsoft Office, Analysis, Microsoft Excel, Microsoft Word, Project Management, Access, Fundraising, Financial Analysis, Team Leadership, Microsoft SQL Server, Visual Studio, Financial Reporting, Financial Modeling, Data Modeling, Strategic Financial...
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Finance and Information Systems, 3.568
Mario Neyra Mario Neyra's Morgan Stanley Experience September 2015 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Rose Financial Services December 2013 - September 2015
Blackwood of DC, LLC March 2013 - November 2013
Carlos Rosario International Public Charter School April 2010 - June 2013
University of Maryland August 2008 - May 2009
U.S. Department of Commerce May 2006 - August 2006
Skills
Research, Non-profits, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Spreadsheets, Budgets, Member of AICPA, Macro, Pivot Tables, Microsoft Access, Peachtree, Relational Databases, Database Design, Purchase Orders, Microsoft Dynamics, US GAAP, Auditing Standards, FASB, Petty Cash, Invoicing, Budget, MS Project, Outlook, Microsoft Publisher, Cash Handling Experience, Federal Government, Logistics, Analysis, Nonprofits, Training, Access
Education
University of Maryland University College 2013 — 2015
Master of Science (M.S.), Accounting and Information Systems
University of Maryland University College 2010 — 2012
Bachelor of Science (B.S.), Accounting and Business/Management, 3.276
University of Maryland College Park 2007 — 2010
N/A, Economics
Magruder High School 2003 — 2007
High School Diploma
Morgan Stanley September 2015 - Present
Rose Financial Services December 2013 - September 2015
Blackwood of DC, LLC March 2013 - November 2013
Carlos Rosario International Public Charter School April 2010 - June 2013
University of Maryland August 2008 - May 2009
U.S. Department of Commerce May 2006 - August 2006
Skills
Research, Non-profits, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Spreadsheets, Budgets, Member of AICPA, Macro, Pivot Tables, Microsoft Access, Peachtree, Relational Databases, Database Design, Purchase Orders, Microsoft Dynamics, US GAAP, Auditing Standards, FASB, Petty Cash, Invoicing, Budget, MS Project, Outlook, Microsoft Publisher, Cash Handling Experience, Federal Government, Logistics, Analysis, Nonprofits, Training, Access
Education
University of Maryland University College 2013 — 2015
Master of Science (M.S.), Accounting and Information Systems
University of Maryland University College 2010 — 2012
Bachelor of Science (B.S.), Accounting and Business/Management, 3.276
University of Maryland College Park 2007 — 2010
N/A, Economics
Magruder High School 2003 — 2007
High School Diploma
Lamont Mahone Jr.'s Morgan Stanley Experience October 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley January 2012 - October 2014
Skills
Investment Banking, Equities, Fixed Income, Business Analysis, Corporate Finance, Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Financial Analysis, Leadership, Management, Access
Education
Year Up National Capital Region 2011 — 2012
Information Technology
University of Maryland University College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Morgan Stanley October 2014 - Present
Morgan Stanley January 2012 - October 2014
Skills
Investment Banking, Equities, Fixed Income, Business Analysis, Corporate Finance, Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Financial Analysis, Leadership, Management, Access
Education
Year Up National Capital Region 2011 — 2012
Information Technology
University of Maryland University College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jasmine Marcelo's Morgan Stanley Experience August 2015 - Present
Job Temporary Consultant at Morgan Stanley
Industry
Experience
Morgan Stanley August 2015 - Present
Muriel Silva Photography February 2015 - July 2015
University of Maryland Writing Center September 2013 - May 2015
University of Maryland, College Park August 2011 - May 2015
Music & Arts Center July 2010 - August 2010
Greater Baltimore Counseling Center May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Facebook, Teaching, Higher Education
Education
University of Maryland College Park 2011 — 2015
Bachelor of Arts (B.A.), English Language and Literature, General
University of Maryland College Park 2011 — 2015
Bachelor of Arts (B.A.), English Language and Literature, General
Morgan Stanley August 2015 - Present
Muriel Silva Photography February 2015 - July 2015
University of Maryland Writing Center September 2013 - May 2015
University of Maryland, College Park August 2011 - May 2015
Music & Arts Center July 2010 - August 2010
Greater Baltimore Counseling Center May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Facebook, Teaching, Higher Education
Education
University of Maryland College Park 2011 — 2015
Bachelor of Arts (B.A.), English Language and Literature, General
University of Maryland College Park 2011 — 2015
Bachelor of Arts (B.A.), English Language and Literature, General
Joni Manradge Joni Manradge's Morgan Stanley Experience April 2006 - July 2008
Job AML/KYC Compliance Officer
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
International Fund Services (N.A.), LLC April 2012 - June 2013
Neuberger Berman July 2008 - April 2012
Morgan Stanley April 2006 - July 2008
Citco Fund Services May 2005 - April 2006
GlobeOp Financial Services August 2004 - May 2005
Womens Integrated Network September 2000 - August 2004
Skills
Alternative Investments, Fund Of Funds, Investor Relations, Mutual Funds, Compliance, AML, KYC, Bank Secrecy Act, Internal Audit, Fund Administration, Hedge Funds, Customer Relations, Private Equity, Due Diligence, Client-focused, Client Service Oriented, Superior Client Service, 1940 Act, Team-oriented, Securities Exchange Act..., Portfolio Management, Financial Services, Customer Service, Client Services
Education
University of Maryland College Park 1994 — 1999
Bachelors of Science
University of MarylandCollege
Bachelor of Science
Ursuline
JPMorgan Chase June 2013 - Present
International Fund Services (N.A.), LLC April 2012 - June 2013
Neuberger Berman July 2008 - April 2012
Morgan Stanley April 2006 - July 2008
Citco Fund Services May 2005 - April 2006
GlobeOp Financial Services August 2004 - May 2005
Womens Integrated Network September 2000 - August 2004
Skills
Alternative Investments, Fund Of Funds, Investor Relations, Mutual Funds, Compliance, AML, KYC, Bank Secrecy Act, Internal Audit, Fund Administration, Hedge Funds, Customer Relations, Private Equity, Due Diligence, Client-focused, Client Service Oriented, Superior Client Service, 1940 Act, Team-oriented, Securities Exchange Act..., Portfolio Management, Financial Services, Customer Service, Client Services
Education
University of Maryland College Park 1994 — 1999
Bachelors of Science
University of MarylandCollege
Bachelor of Science
Ursuline
Daniel Eatman Jr's Morgan Stanley Experience 2000 - 2003
Job Branch Sales Manager at Investors Bank Series 7, Series 65, NJ Life Insurance
Industry Financial Services
Experience
Investors Bank October 2010 - Present
Valley National Bank May 2009 - September 2010
Bank of America March 2008 - May 2009
JPMorgan Chase December 2003 - November 2007
Morgan Stanley 2000 - 2003
Datek Online Holdings Corp. 1998 - 2001
Skills
Banking, Credit, Portfolio Management, Loans, Mortgage Lending, Finance, Investments, CRM, Leadership, Management, Sales, New Business Development, Sales Management, Strategic Planning, Commercial Lending
Education
University of Maryland College Park 1990 — 1995
Bachelors, Criminal Justice
Columbia High School 1986 — 1990
Investors Bank October 2010 - Present
Valley National Bank May 2009 - September 2010
Bank of America March 2008 - May 2009
JPMorgan Chase December 2003 - November 2007
Morgan Stanley 2000 - 2003
Datek Online Holdings Corp. 1998 - 2001
Skills
Banking, Credit, Portfolio Management, Loans, Mortgage Lending, Finance, Investments, CRM, Leadership, Management, Sales, New Business Development, Sales Management, Strategic Planning, Commercial Lending
Education
University of Maryland College Park 1990 — 1995
Bachelors, Criminal Justice
Columbia High School 1986 — 1990
Bill Lombardi Bill Lombardi's Morgan Stanley Experience 1974 - 2000
Job Principal Partner at Exceptional Natural Products Inc
Industry Health, Wellness and Fitness
Experience
Exceptional Natural Products Inc 2009 - Present
BNI- Capital City Connection 2003 - April 2012
RE/MAX Heritage 2003 - 2012
Morgan Stanley 1974 - 2000
Skills
Real Estate Transactions, Retail, Sales, Marketing, New Business Development, Small Business, Marketing Strategy, Contract Negotiation, Investments, Strategic Planning
Education
University of Massachusetts Boston
BA, Economics
Exceptional Natural Products Inc 2009 - Present
BNI- Capital City Connection 2003 - April 2012
RE/MAX Heritage 2003 - 2012
Morgan Stanley 1974 - 2000
Skills
Real Estate Transactions, Retail, Sales, Marketing, New Business Development, Small Business, Marketing Strategy, Contract Negotiation, Investments, Strategic Planning
Education
University of Massachusetts Boston
BA, Economics
Ivan Gerstein's Morgan Stanley Experience November 1995 - January 2000
Job Director, Sr Product Controller at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets February 2008 - Present
Bear Stearns March 2006 - February 2008
Marsh & McLennan April 2002 - March 2006
Instinet March 2001 - December 2001
Salomon Smith Barney June 2000 - August 2000
Morgan Stanley November 1995 - January 2000
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance, Marketing
University of Maryland College Park 1989 — 1993
Accounting
BMO Capital Markets February 2008 - Present
Bear Stearns March 2006 - February 2008
Marsh & McLennan April 2002 - March 2006
Instinet March 2001 - December 2001
Salomon Smith Barney June 2000 - August 2000
Morgan Stanley November 1995 - January 2000
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance, Marketing
University of Maryland College Park 1989 — 1993
Accounting
Kim Luckman's Morgan Stanley Experience March 2000 - August 2002
Job Branch Manager at Northwest Community Credit Union
Industry Banking
Experience
Northwest Community Credit Union December 2011 - Present
West Coast Bank September 2008 - December 2011
Columbia River Bank December 2002 - September 2008
Morgan Stanley March 2000 - August 2002
US Bank March 1997 - March 2000
Education
University of Maryland College Park 1991 — 1993
Bachelor of Scence, Administration and Management
Western School of Commercial Lending
Certificate, Commercial Loan underwriting
Northwest Community Credit Union December 2011 - Present
West Coast Bank September 2008 - December 2011
Columbia River Bank December 2002 - September 2008
Morgan Stanley March 2000 - August 2002
US Bank March 1997 - March 2000
Education
University of Maryland College Park 1991 — 1993
Bachelor of Scence, Administration and Management
Western School of Commercial Lending
Certificate, Commercial Loan underwriting
Jeffrey Heiser Jeffrey Heiser's Morgan Stanley Experience June 2012 - March 2015
Job Managing Director/ Founder at Advantage Career Prep, LLC
Industry Financial Services
Experience
Onex March 2015 - Present
Advantage Career Prep, LLC January 2015 - Present
Morgan Stanley June 2012 - March 2015
Transaction Integration Partners May 2011 - August 2011
Paterson Pickle May 2009 - August 2010
GMAC Commercial Real Estate International Properties Group June 2008 - August 2008
Skills
Finance, Corporate Finance, Microsoft Office, Portfolio Management, Microsoft Excel, Statistics, Risk Management, Due Diligence, Business Development, Capital Markets, Data Analysis, Asset Allocation, Fixed Income, Access, Essbase, Financial Reporting, Financial Services, Accounting, Financial Markets, Analysis, Hyperion Reports, Emerging Markets, Credit Derivatives, Derivatives Trading, FX Derivatives, PowerPoint, Financial Analysis, Financial Modeling, Management, Microsoft Word, Valuation
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science, Finance
frisch
Onex March 2015 - Present
Advantage Career Prep, LLC January 2015 - Present
Morgan Stanley June 2012 - March 2015
Transaction Integration Partners May 2011 - August 2011
Paterson Pickle May 2009 - August 2010
GMAC Commercial Real Estate International Properties Group June 2008 - August 2008
Skills
Finance, Corporate Finance, Microsoft Office, Portfolio Management, Microsoft Excel, Statistics, Risk Management, Due Diligence, Business Development, Capital Markets, Data Analysis, Asset Allocation, Fixed Income, Access, Essbase, Financial Reporting, Financial Services, Accounting, Financial Markets, Analysis, Hyperion Reports, Emerging Markets, Credit Derivatives, Derivatives Trading, FX Derivatives, PowerPoint, Financial Analysis, Financial Modeling, Management, Microsoft Word, Valuation
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science, Finance
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Jacqueline Kwan's Morgan Stanley Experience June 2014 - August 2014
Job Financial Services Advisory Intern at EY
Industry Financial Services
Experience
U.S. Chamber of Commerce Foundation Corporate Citizenship Center February 2014 - Present
EY June 2015 - August 2015
Helpouts by Google November 2013 - February 2015
Morgan Stanley June 2014 - August 2014
Signal Processing, Inc. December 2007 - June 2014
Magnolia Salon and Spa June 2012 - August 2012
Law Offices of Craig A. Parker August 2011 - May 2012
Skills
Mandarin, Teamwork, Microsoft Excel, Critical Thinking, Time Management, Access, Accounting, Microsoft Word, Research, Microsoft Office, Economics, PowerPoint, SQL
Education
University of Maryland College Park 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
WHU – Otto Beisheim School of Management 2014 — 2014
Bachelor’s Degree
University of Maryland College Park 2013 — 2014
Study Abroad, Singapore, Malaysia, & Thailand
U.S. Chamber of Commerce Foundation Corporate Citizenship Center February 2014 - Present
EY June 2015 - August 2015
Helpouts by Google November 2013 - February 2015
Morgan Stanley June 2014 - August 2014
Signal Processing, Inc. December 2007 - June 2014
Magnolia Salon and Spa June 2012 - August 2012
Law Offices of Craig A. Parker August 2011 - May 2012
Skills
Mandarin, Teamwork, Microsoft Excel, Critical Thinking, Time Management, Access, Accounting, Microsoft Word, Research, Microsoft Office, Economics, PowerPoint, SQL
Education
University of Maryland College Park 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
WHU – Otto Beisheim School of Management 2014 — 2014
Bachelor’s Degree
University of Maryland College Park 2013 — 2014
Study Abroad, Singapore, Malaysia, & Thailand
Qiyang (Cindy) Chen's Morgan Stanley Experience March 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
NoorMax Marketing Inc. June 2014 - October 2014
CHINA FOREIGN TRADE CENTER CO.,LTD. June 2013 - August 2013
WHOLESALE IMPORT STARTUP - APPLE ACCESSORIES April 2012 - December 2012
Bank of China June 2012 - August 2012
Skills
Letters of Credit, International..., Operational Acceptance, Documentary Credit, Issue LC, Trade Finance, L/C Auditing, Finance, Microsoft Office, Access, Computer Program, Java, Photoshop, Chinese, Economics, Mandarin, Internal Audit, Invoicing, Market Research, Sales, Teamwork, Time Management
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.) Economics, Major: Economics Minor: Asian American Studies
Morgan Stanley March 2015 - Present
NoorMax Marketing Inc. June 2014 - October 2014
CHINA FOREIGN TRADE CENTER CO.,LTD. June 2013 - August 2013
WHOLESALE IMPORT STARTUP - APPLE ACCESSORIES April 2012 - December 2012
Bank of China June 2012 - August 2012
Skills
Letters of Credit, International..., Operational Acceptance, Documentary Credit, Issue LC, Trade Finance, L/C Auditing, Finance, Microsoft Office, Access, Computer Program, Java, Photoshop, Chinese, Economics, Mandarin, Internal Audit, Invoicing, Market Research, Sales, Teamwork, Time Management
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.) Economics, Major: Economics Minor: Asian American Studies
Pieter Dolmans Pieter Dolmans's Morgan Stanley Experience July 2007 - June 2011
Job Middle School Mathematics Teacher
Industry Education Management
Experience
Arlington Public Schools July 2012 - Present
Prince George's County Public Schools August 2011 - July 2012
Morgan Stanley July 2007 - June 2011
Skills
Teaching, Curriculum Design, Research, Higher Education, Public Speaking, English, Data Analysis, Curriculum Development, Administration, Tutoring
Education
University of Virginia 2015 — 2017
Education Specialist (Ed.S.), Educational Administration and Supervision
University of Maryland College Park 2011 — 2013
Master of Education (M.Ed.), Education
University of Pittsburgh 2002 — 2006
Bachelor of Science, Economics
Arlington Public Schools July 2012 - Present
Prince George's County Public Schools August 2011 - July 2012
Morgan Stanley July 2007 - June 2011
Skills
Teaching, Curriculum Design, Research, Higher Education, Public Speaking, English, Data Analysis, Curriculum Development, Administration, Tutoring
Education
University of Virginia 2015 — 2017
Education Specialist (Ed.S.), Educational Administration and Supervision
University of Maryland College Park 2011 — 2013
Master of Education (M.Ed.), Education
University of Pittsburgh 2002 — 2006
Bachelor of Science, Economics
Ryan Yates Ryan Yates's Morgan Stanley Experience April 2012 - Present
Job Morgan Stanley Fund Services
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
Citi January 2006 - April 2012
Skills
Fund Administration, Hedge Funds, Alternative Investments, Fixed Income, Fund Accounting, Financial Services, Financial Reporting, Accounting, Portfolio Management, Account Reconciliation, Derivatives, Fund Of Funds, Securities, Mutual Funds, Investments
Education
UMass Dartmouth 2001 — 2004
Bachelors, Accounting
Morgan Stanley April 2012 - Present
Citi January 2006 - April 2012
Skills
Fund Administration, Hedge Funds, Alternative Investments, Fixed Income, Fund Accounting, Financial Services, Financial Reporting, Accounting, Portfolio Management, Account Reconciliation, Derivatives, Fund Of Funds, Securities, Mutual Funds, Investments
Education
UMass Dartmouth 2001 — 2004
Bachelors, Accounting
Rube (Rubayet) Ahmed Rube (Rubayet) Ahmed's Morgan Stanley Experience September 2013 - December 2014
Job Analyst at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
Morgan Stanley September 2013 - December 2014
Consumer Financial Protection Bureau June 2013 - September 2013
Maryland State Department of Assessments and Taxation May 2006 - June 2013
Jackson Hewitt Tax Services October 2005 - April 2006
Skills
Access, Excel, Word, PowerPoint, Outlook, Research, Statistics, Windows, Stata, Customer Relations, SAS, Modeling, Bonds, Mac OS, Linux, GIS, Data Analysis, Analysis, Visio, Financial Analysis, Business Analysis, VBA, Financial Modeling, Problem Solving, SQL, Customer Service, Microsoft Office, Office 2010, Bond Pricing, Municipal Bonds, Bond Markets, Stock Market, Convertible Bonds, inflation-indexed bond, Private Equity, Equity Research, Derivatives, Interest Rate..., Exchange Traded..., Commercial Real Estate, Real Estate Economics, Portfolio Management, Appraisals, Fixed Assets, Risk Assessment, Risk Management, Financial Engineering, Stock Picking, Equity Capital Markets, Hedging
Education
Robert H. Smith School of Business, University of Maryland, College 2010 — 2013
Master of Business Administration (M.B.A.), Finance
University of Maryland College Park 2001 — 2004
B.A., Economics
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
Morgan Stanley September 2013 - December 2014
Consumer Financial Protection Bureau June 2013 - September 2013
Maryland State Department of Assessments and Taxation May 2006 - June 2013
Jackson Hewitt Tax Services October 2005 - April 2006
Skills
Access, Excel, Word, PowerPoint, Outlook, Research, Statistics, Windows, Stata, Customer Relations, SAS, Modeling, Bonds, Mac OS, Linux, GIS, Data Analysis, Analysis, Visio, Financial Analysis, Business Analysis, VBA, Financial Modeling, Problem Solving, SQL, Customer Service, Microsoft Office, Office 2010, Bond Pricing, Municipal Bonds, Bond Markets, Stock Market, Convertible Bonds, inflation-indexed bond, Private Equity, Equity Research, Derivatives, Interest Rate..., Exchange Traded..., Commercial Real Estate, Real Estate Economics, Portfolio Management, Appraisals, Fixed Assets, Risk Assessment, Risk Management, Financial Engineering, Stock Picking, Equity Capital Markets, Hedging
Education
Robert H. Smith School of Business, University of Maryland, College 2010 — 2013
Master of Business Administration (M.B.A.), Finance
University of Maryland College Park 2001 — 2004
B.A., Economics
Peter Donohoe Peter Donohoe's Morgan Stanley Experience April 2000 - June 2001
Job New Position
Industry Financial Services
Experience
Citizens Investment Services August 2013 - Present
PRW Wealth Management March 2008 - September 2013
U.S. Wealth Management, LLC 2001 - March 2008
Morgan Stanley April 2000 - June 2001
Skills
Wealth Management, Series 7, Mutual Funds, Retirement Planning, Estate Planning, Series 63, Strategic Financial..., Series 24, Retirement, Portfolio Management, Investments
Education
University of Massachusetts Boston 1989 — 1993
Bachelor of Arts (B.A.), Economics
Weymouth North HS 1983 — 1987
Citizens Investment Services August 2013 - Present
PRW Wealth Management March 2008 - September 2013
U.S. Wealth Management, LLC 2001 - March 2008
Morgan Stanley April 2000 - June 2001
Skills
Wealth Management, Series 7, Mutual Funds, Retirement Planning, Estate Planning, Series 63, Strategic Financial..., Series 24, Retirement, Portfolio Management, Investments
Education
University of Massachusetts Boston 1989 — 1993
Bachelor of Arts (B.A.), Economics
Weymouth North HS 1983 — 1987
Sara Swart Sara Swart's Morgan Stanley Experience September 2013 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Zeta Tau Alpha November 2011 - December 2012
CMDI May 2010 - August 2012
Skills
Microsoft Office, InDesign, Excel, Word, PowerPoint, Mac OS X, Windows, Close Attention to..., Highly motivated..., Enthusiasm to learn, Adobe Creative Suite, Microsoft Word, Public Speaking
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Economics
Morgan Stanley September 2013 - Present
Zeta Tau Alpha November 2011 - December 2012
CMDI May 2010 - August 2012
Skills
Microsoft Office, InDesign, Excel, Word, PowerPoint, Mac OS X, Windows, Close Attention to..., Highly motivated..., Enthusiasm to learn, Adobe Creative Suite, Microsoft Word, Public Speaking
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Economics
Keith Walsh's Morgan Stanley Experience June 2013 - Present
Job Equity Finance at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2013 - Present
ABN AMRO Securities (USA) LLC March 2010 - March 2013
Barclays Capital January 2001 - February 2009
Bankers Trust Company October 1997 - December 2000
Skills
Securities Lending, Prime Brokerage, Hedge Funds, Series 7, Series 63
Education
University of Maryland College Park 1993 — 1996
Bachelor of Arts, Business/Sociology
Morgan Stanley June 2013 - Present
ABN AMRO Securities (USA) LLC March 2010 - March 2013
Barclays Capital January 2001 - February 2009
Bankers Trust Company October 1997 - December 2000
Skills
Securities Lending, Prime Brokerage, Hedge Funds, Series 7, Series 63
Education
University of Maryland College Park 1993 — 1996
Bachelor of Arts, Business/Sociology
Michael Kottler's Morgan Stanley Experience September 1997 - November 2000
Job Home Solutions Manager at AT&T
Industry Telecommunications
Experience
AT&T May 2014 - Present
David Lerner Associates, Inc. March 2013 - December 2013
Comcast February 2005 - March 2013
Adelphia Communications March 2003 - February 2005
Adelphia Communications November 2000 - February 2003
Morgan Stanley September 1997 - November 2000
Images/Office Depot April 1996 - September 1997
Rocky's Sports Cards August 1990 - January 1996
Wal~Mart Stores, Inc February 1989 - April 1991
Skills
Customer Satisfaction, Leadership, Start-ups, Sales Management, Account Management, Sales Operations, Team Building, New Business Development, Strategic Planning, Negotiation, Contract Negotiation, Sales, Sales Process, Purchasing, Team Leadership, Budgets, Advertising, Retail, Management, Customer Service, Customer Retention, Training, Selling, Direct Sales, Program Management
Education
Comcast University 2005 — 2009
Certificates, Business Administration and Management, General
Adelphia University 2001 — 2002
Bachelor of Science (BS), Marketing
The University of Maryland, College 1983 — 1988
B.S, Marketing
University of Maryland College Park 1983 — 1988
Bachelor of Science, Marketing
Boca High 1979 — 1983
honors, General
Boca Raton High School 1979 — 1983
Honors, General Studies
AT&T May 2014 - Present
David Lerner Associates, Inc. March 2013 - December 2013
Comcast February 2005 - March 2013
Adelphia Communications March 2003 - February 2005
Adelphia Communications November 2000 - February 2003
Morgan Stanley September 1997 - November 2000
Images/Office Depot April 1996 - September 1997
Rocky's Sports Cards August 1990 - January 1996
Wal~Mart Stores, Inc February 1989 - April 1991
Skills
Customer Satisfaction, Leadership, Start-ups, Sales Management, Account Management, Sales Operations, Team Building, New Business Development, Strategic Planning, Negotiation, Contract Negotiation, Sales, Sales Process, Purchasing, Team Leadership, Budgets, Advertising, Retail, Management, Customer Service, Customer Retention, Training, Selling, Direct Sales, Program Management
Education
Comcast University 2005 — 2009
Certificates, Business Administration and Management, General
Adelphia University 2001 — 2002
Bachelor of Science (BS), Marketing
The University of Maryland, College 1983 — 1988
B.S, Marketing
University of Maryland College Park 1983 — 1988
Bachelor of Science, Marketing
Boca High 1979 — 1983
honors, General
Boca Raton High School 1979 — 1983
Honors, General Studies
Michael Baronofsky Michael Baronofsky's Morgan Stanley Experience July 2013 - Present
Job Financial Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
PepsiCo - Pepsi Beverages Company June 2012 - August 2012
Arrow Electronics December 2011 - January 2012
Arrow Electronics June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Finance, Research, Customer Service, Public Speaking, Data Analysis, Financial Analysis, Leadership, Analysis
Education
University of Maryland College Park 2009 — 2013
Bachelor's degree, Finance, Senior
University of Maryland College Park 2009 — 2013
Bachelor's degree, Logistics, Materials, and Supply Chain Management, Senior
Morgan Stanley July 2013 - Present
PepsiCo - Pepsi Beverages Company June 2012 - August 2012
Arrow Electronics December 2011 - January 2012
Arrow Electronics June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Finance, Research, Customer Service, Public Speaking, Data Analysis, Financial Analysis, Leadership, Analysis
Education
University of Maryland College Park 2009 — 2013
Bachelor's degree, Finance, Senior
University of Maryland College Park 2009 — 2013
Bachelor's degree, Logistics, Materials, and Supply Chain Management, Senior
Avinash Satish Avinash Satish's Morgan Stanley Experience September 2014 - December 2014
Job Undergraduate Teaching Assistant at University of Maryland, College Park
Industry Financial Services
Experience
University of Maryland August 2015 - Present
PricewaterhouseCoopers June 2015 - August 2015
Morgan Stanley September 2014 - December 2014
First Investors Corporation June 2014 - August 2014
GXS October 2011 - July 2012
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Corporate Finance, Social Media
Education
University of Maryland College Park 2012 — 2016
Bachelor of Science (B.S.), Finance & International Business
University of Maryland August 2015 - Present
PricewaterhouseCoopers June 2015 - August 2015
Morgan Stanley September 2014 - December 2014
First Investors Corporation June 2014 - August 2014
GXS October 2011 - July 2012
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Corporate Finance, Social Media
Education
University of Maryland College Park 2012 — 2016
Bachelor of Science (B.S.), Finance & International Business
Bennett Leveillee Bennett Leveillee's Morgan Stanley Experience May 2014 - August 2014
Job Incoming Investment Banking Analyst at Clearsight Advisors
Industry Investment Banking
Experience
Clearsight Advisors September 2015 - Present
Clearsight Advisors June 2015 - August 2015
Kaulkin Ginsberg September 2014 - May 2015
Morgan Stanley May 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Leadership, Public Speaking, Risk Management, Corporate Finance, Financial Analysis, Investment Banking, Financial Services, Team Leadership, Wealth Management, Financial Modeling, Social Media, English, Investments
Education
University of Maryland College Park 2012 — 2016
Bachelor of Science (BS), Finance, Senior
Longmeadow High School 2008 — 2012
Clearsight Advisors September 2015 - Present
Clearsight Advisors June 2015 - August 2015
Kaulkin Ginsberg September 2014 - May 2015
Morgan Stanley May 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Leadership, Public Speaking, Risk Management, Corporate Finance, Financial Analysis, Investment Banking, Financial Services, Team Leadership, Wealth Management, Financial Modeling, Social Media, English, Investments
Education
University of Maryland College Park 2012 — 2016
Bachelor of Science (BS), Finance, Senior
Longmeadow High School 2008 — 2012
David Shorr David Shorr's Morgan Stanley Experience May 2002 - January 2012
Job Senior Vice President Wealth Management
Industry
Experience
UBS Financial Services Inc. January 2012 - Present
Morgan Stanley May 2002 - January 2012
Education
University of Maryland College Park
Bachelor's degree, Accounting
UBS Financial Services Inc. January 2012 - Present
Morgan Stanley May 2002 - January 2012
Education
University of Maryland College Park
Bachelor's degree, Accounting
Francis Thompson Francis Thompson's Morgan Stanley Experience June 2005 - August 2006
Job Inside Sales Manager at Triumfant, Inc
Industry Information Technology and Services
Experience
Triumfant, Inc May 2015 - Present
Heartland Payment Systems October 2014 - April 2015
STEALTHbits Technologies, Inc. October 2007 - October 2014
PNC Investments September 2006 - September 2007
Morgan Stanley June 2005 - August 2006
Jamie E. Friedman Inc. August 1993 - May 2005
Skills
Identity Management, Enterprise Software
Education
University of Maryland College Park
Bachelor's degree
Garden City High School
Triumfant, Inc May 2015 - Present
Heartland Payment Systems October 2014 - April 2015
STEALTHbits Technologies, Inc. October 2007 - October 2014
PNC Investments September 2006 - September 2007
Morgan Stanley June 2005 - August 2006
Jamie E. Friedman Inc. August 1993 - May 2005
Skills
Identity Management, Enterprise Software
Education
University of Maryland College Park
Bachelor's degree
Garden City High School
Allen Gabriel Mata's Morgan Stanley Experience June 2014 - Present
Job Analyst II at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Department of Fraternity and Sorority Life, University of Maryland December 2012 - May 2014
Sigma Chi Fraternity, Gamma Chi Chapter May 2011 - December 2013
Pfizer May 2013 - August 2013
Aflac June 2012 - August 2012
Skills
Public Relations, Team Leadership, Strategic Planning, Leadership Development, Public Speaking, Social Media, Microsoft Office, PowerPoint, Research, Organization, Microsoft Excel, Social Media Marketing, Sales, Microsoft Word, Philanthropy, Outlook, Google Docs, MarketAxess, Tradeweb, Bloomberg, Social Networking
Education
University of Maryland College Park 2010 — 2014
Bachelor of Arts (B.A.), Economics
Yorktown High School 2006 — 2010
High School Diploma
Morgan Stanley June 2014 - Present
Department of Fraternity and Sorority Life, University of Maryland December 2012 - May 2014
Sigma Chi Fraternity, Gamma Chi Chapter May 2011 - December 2013
Pfizer May 2013 - August 2013
Aflac June 2012 - August 2012
Skills
Public Relations, Team Leadership, Strategic Planning, Leadership Development, Public Speaking, Social Media, Microsoft Office, PowerPoint, Research, Organization, Microsoft Excel, Social Media Marketing, Sales, Microsoft Word, Philanthropy, Outlook, Google Docs, MarketAxess, Tradeweb, Bloomberg, Social Networking
Education
University of Maryland College Park 2010 — 2014
Bachelor of Arts (B.A.), Economics
Yorktown High School 2006 — 2010
High School Diploma
Lauren Coale Lauren Coale's Morgan Stanley Experience 1994 - 1995
Job
Industry
Experience
Skyview Ventures January 2013 - Present
Connecticut Capital Management 2007 - 2012
Salomon Smith Barney 2000 - 2003
Prudential Financial 1995 - 2000
Morgan Stanley 1994 - 1995
Skills
Portfolio Management, Finance, Hedge Funds, Investments, Private Equity, Due Diligence, Trading, Asset Management, Mergers & Acquisitions, Securities, Strategic Planning, Fixed Income, Alternative Investments, Venture Capital, Mutual Funds, Investment Properties, Equities
Education
University of Maryland College Park
Bachelor of Science (B.S.), Finance
Skyview Ventures January 2013 - Present
Connecticut Capital Management 2007 - 2012
Salomon Smith Barney 2000 - 2003
Prudential Financial 1995 - 2000
Morgan Stanley 1994 - 1995
Skills
Portfolio Management, Finance, Hedge Funds, Investments, Private Equity, Due Diligence, Trading, Asset Management, Mergers & Acquisitions, Securities, Strategic Planning, Fixed Income, Alternative Investments, Venture Capital, Mutual Funds, Investment Properties, Equities
Education
University of Maryland College Park
Bachelor of Science (B.S.), Finance
Kevin (Guo) Chen Kevin (Guo) Chen's Morgan Stanley Experience July 2012 - December 2012
Job Algebra 1 Teacher at High Point High School
Industry Primary/Secondary Education
Experience
High Point High School August 2014 - Present
Teach For America June 2014 - Present
Deloitte June 2013 - August 2013
Robert H. Smith School of Business August 2011 - August 2013
Morgan Stanley July 2012 - December 2012
Thai Pavilion May 2011 - August 2011
Skills
Teamwork, Microsoft Excel, Data Analysis, Microsoft Word, Access, PowerPoint, Event Planning
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Thomas S. Wootton High School 2006 — 2010
High Point High School August 2014 - Present
Teach For America June 2014 - Present
Deloitte June 2013 - August 2013
Robert H. Smith School of Business August 2011 - August 2013
Morgan Stanley July 2012 - December 2012
Thai Pavilion May 2011 - August 2011
Skills
Teamwork, Microsoft Excel, Data Analysis, Microsoft Word, Access, PowerPoint, Event Planning
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Thomas S. Wootton High School 2006 — 2010
Sean DeFrehn Sean DeFrehn's Morgan Stanley Experience January 2001 - July 2002
Job
Industry Investment Management
Experience
DeFrehn Consulting July 2002 - Present
Examiner.com April 2009 - Present
Morgan Stanley January 2001 - July 2002
Merrill Lynch August 1999 - December 2000
Skills
Investments, Retirement, Asset Allocation, Financial Services, Personal Finance, Financial Goals, Strategic Financial..., Retirement Planning, Asset Managment, Portfolio Management, Wealth Management, Mutual Funds, Series 7, Estate Planning, Financial Analysis
Education
University of Maryland College Park 1998 — 2001
Bachelor of Science (BS), Business Administration/Finance
University of Maryland University College 1995 — 2001
BS, Finance
Poolesville HS
DeFrehn Consulting July 2002 - Present
Examiner.com April 2009 - Present
Morgan Stanley January 2001 - July 2002
Merrill Lynch August 1999 - December 2000
Skills
Investments, Retirement, Asset Allocation, Financial Services, Personal Finance, Financial Goals, Strategic Financial..., Retirement Planning, Asset Managment, Portfolio Management, Wealth Management, Mutual Funds, Series 7, Estate Planning, Financial Analysis
Education
University of Maryland College Park 1998 — 2001
Bachelor of Science (BS), Business Administration/Finance
University of Maryland University College 1995 — 2001
BS, Finance
Poolesville HS
Stacie Pennick's Morgan Stanley Experience January 2007 - November 2011
Job Records Examiner/Analyst Forfeiture Support Associates
Industry Government Administration
Experience
Forfeiture Support Associates October 2012 - Present
Morgan Stanley January 2007 - November 2011
Global Payments January 2006 - January 2007
Global Payments April 2002 - January 2006
Skills
Fraud, Credit Cards, Credit, ACH, Investigations, Compliance, Risk Analysis, Risk Management, Fraud Investigations, Banking, Interviews, Investigation, Operational Risk, Payments, Policy, Program Management
Education
University of Maryland College Park 1989 — 1994
Bachelors of Science, Criminal Justice
Forfeiture Support Associates October 2012 - Present
Morgan Stanley January 2007 - November 2011
Global Payments January 2006 - January 2007
Global Payments April 2002 - January 2006
Skills
Fraud, Credit Cards, Credit, ACH, Investigations, Compliance, Risk Analysis, Risk Management, Fraud Investigations, Banking, Interviews, Investigation, Operational Risk, Payments, Policy, Program Management
Education
University of Maryland College Park 1989 — 1994
Bachelors of Science, Criminal Justice
Tim Cottone's Morgan Stanley Experience February 2011 - January 2013
Job Associate at Brown Advisory
Industry Financial Services
Experience
Brown Advisory January 2013 - Present
Morgan Stanley February 2011 - January 2013
Morgan Stanley June 2008 - February 2011
Education
University of Maryland College Park 2004 — 2008
BA, Marketing
Brown Advisory January 2013 - Present
Morgan Stanley February 2011 - January 2013
Morgan Stanley June 2008 - February 2011
Education
University of Maryland College Park 2004 — 2008
BA, Marketing
Marc Irion Marc Irion's Morgan Stanley Experience February 1995 - January 2009
Job Senior Vice President Wealth Management at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc January 2009 - Present
Morgan Stanley February 1995 - January 2009
US Navy September 1987 - August 1994
Education
University of Maryland College Park
UBS Financial Services, Inc January 2009 - Present
Morgan Stanley February 1995 - January 2009
US Navy September 1987 - August 1994
Education
University of Maryland College Park
Kenneth Roberts Kenneth Roberts's Morgan Stanley Experience January 1994 - September 1996
Job Director, Business Intelligence Group (BIG) at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. (Sovereign Bank) July 2014 - Present
Santander Bank, N.A. (Sovereign Bank) June 2013 - July 2014
Santander Bank, N.A. (Sovereign Bank) August 2011 - June 2013
The Hanover Insurance Group April 2011 - June 2011
EMC March 2006 - December 2010
Ropes & Gray May 2002 - March 2006
Fidelity Investments November 1998 - September 2001
Morgan Stanley January 1994 - September 1996
PricewaterhouseCoopers LLP (Coopers & Lybrand) January 1992 - January 1994
Skills
Analytics, Cross-functional Team..., Business Intelligence, Leadership, Management, Project Management, Process Improvement, Business Development, Program Management, Strategic Planning, Finance
Education
University of Massachusetts Boston 2014 — 2015
Emerging Leaders Program, 2015 Cohort
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Pennsylvania - The Wharton School 1990 — 1991
BS, Finance
University of Massachusetts, Amherst 1987 — 1989
Finance, Computer Science
Wellesley High School 1983 — 1987
Santander Bank, N.A. (Sovereign Bank) July 2014 - Present
Santander Bank, N.A. (Sovereign Bank) June 2013 - July 2014
Santander Bank, N.A. (Sovereign Bank) August 2011 - June 2013
The Hanover Insurance Group April 2011 - June 2011
EMC March 2006 - December 2010
Ropes & Gray May 2002 - March 2006
Fidelity Investments November 1998 - September 2001
Morgan Stanley January 1994 - September 1996
PricewaterhouseCoopers LLP (Coopers & Lybrand) January 1992 - January 1994
Skills
Analytics, Cross-functional Team..., Business Intelligence, Leadership, Management, Project Management, Process Improvement, Business Development, Program Management, Strategic Planning, Finance
Education
University of Massachusetts Boston 2014 — 2015
Emerging Leaders Program, 2015 Cohort
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Pennsylvania - The Wharton School 1990 — 1991
BS, Finance
University of Massachusetts, Amherst 1987 — 1989
Finance, Computer Science
Wellesley High School 1983 — 1987
Lawrence McDonald's Morgan Stanley Experience October 1999 - July 2004
Job Keynote Speaker, NY Times Bestselling Author, Managing Director: Head of US Macro Strategy Societe Generale
Industry Financial Services
Experience
Societe Generale August 2011 - Present
LGM Group, LLC August 2008 - Present
LGM Group, LLC November 2008 - 2013
Lehman Brothers July 2004 - September 2008
Morgan Stanley October 1999 - July 2004
ConvertBond.com February 1996 - October 1999
Smith Barney 1992 - 1996
Merrill Lynch 1992 - 1993
Skills
Public Speaking, Equities, Private Equity, Fixed Income, Bloomberg, Bonds, Investor Relations, Venture Capital, Hedge Funds, Trading, Financial Markets, Securities, Political Risk Analysis
Education
University of Massachusetts Dartmouth 1985 — 1988
BA, Economics
Falmouth High
Societe Generale August 2011 - Present
LGM Group, LLC August 2008 - Present
LGM Group, LLC November 2008 - 2013
Lehman Brothers July 2004 - September 2008
Morgan Stanley October 1999 - July 2004
ConvertBond.com February 1996 - October 1999
Smith Barney 1992 - 1996
Merrill Lynch 1992 - 1993
Skills
Public Speaking, Equities, Private Equity, Fixed Income, Bloomberg, Bonds, Investor Relations, Venture Capital, Hedge Funds, Trading, Financial Markets, Securities, Political Risk Analysis
Education
University of Massachusetts Dartmouth 1985 — 1988
BA, Economics
Falmouth High
Aaron Neuman Aaron Neuman's Morgan Stanley Experience July 2015 - August 2015
Job Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - August 2015
Merrill Lynch June 2015 - June 2015
Trump National Golf Club April 2014 - August 2014
Skills
Restaurants, Food, Customer Service, Microsoft Word, Time Management, Social Media, Event Planning, Facebook, Microsoft Office, Teamwork
Education
University of Maryland College Park 2014 — 2018
3.79/4.0
Morgan Stanley July 2015 - August 2015
Merrill Lynch June 2015 - June 2015
Trump National Golf Club April 2014 - August 2014
Skills
Restaurants, Food, Customer Service, Microsoft Word, Time Management, Social Media, Event Planning, Facebook, Microsoft Office, Teamwork
Education
University of Maryland College Park 2014 — 2018
3.79/4.0
Julie Butler Julie Butler's Morgan Stanley Experience April 2014 - April 2015
Job Sales Executive at Marriott International
Industry Hospitality
Experience
Marriott International April 2015 - Present
Morgan Stanley April 2014 - April 2015
Sibley Memorial Hospital August 2013 - April 2014
Bethesda Magazine September 2011 - August 2013
Pawpons, LLC May 2011 - July 2011
Potomac Karate February 2009 - September 2009
ENTEX Corporation July 1986 - October 1996
Skills
Sales, Event Planning, New Business Development, Selling, Sales Operations, Marketing Strategy, Marketing, Social Media, Advertising, Social Media Marketing, Event Management, Public Speaking, Account Management, Strategic Planning, Social Networking, Customer Service, Public Relations, Microsoft Office, Entrepreneurship
Education
University of Maryland University College 1982 — 1986
B.A., Journalism/Public Relations/Marketing
T. S. Wootton High School 1978 — 1982
Marriott International April 2015 - Present
Morgan Stanley April 2014 - April 2015
Sibley Memorial Hospital August 2013 - April 2014
Bethesda Magazine September 2011 - August 2013
Pawpons, LLC May 2011 - July 2011
Potomac Karate February 2009 - September 2009
ENTEX Corporation July 1986 - October 1996
Skills
Sales, Event Planning, New Business Development, Selling, Sales Operations, Marketing Strategy, Marketing, Social Media, Advertising, Social Media Marketing, Event Management, Public Speaking, Account Management, Strategic Planning, Social Networking, Customer Service, Public Relations, Microsoft Office, Entrepreneurship
Education
University of Maryland University College 1982 — 1986
B.A., Journalism/Public Relations/Marketing
T. S. Wootton High School 1978 — 1982
Matthew Zaegel Matthew Zaegel's Morgan Stanley Experience January 2014 - Present
Job Director – Fixed Income Derivatives Client Processing at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley January 2012 - January 2014
Morgan Stanley April 2011 - January 2012
Morgan Stanley July 2009 - April 2011
Reliable Vending Services October 2008 - October 2009
Fairway Landscaping March 2009 - July 2009
Morgan Stanley June 2007 - December 2008
Federal Valet September 2005 - March 2007
Blockbuster Video December 2002 - August 2004
Skills
Leadership, Finance, Fixed Income, Management, Financial Risk, Accounting, Financial Services, Recruiting, Sales, Trading
Education
University of Maryland College Park 2004 — 2008
B.A., Economics
Morgan Stanley January 2014 - Present
Morgan Stanley January 2012 - January 2014
Morgan Stanley April 2011 - January 2012
Morgan Stanley July 2009 - April 2011
Reliable Vending Services October 2008 - October 2009
Fairway Landscaping March 2009 - July 2009
Morgan Stanley June 2007 - December 2008
Federal Valet September 2005 - March 2007
Blockbuster Video December 2002 - August 2004
Skills
Leadership, Finance, Fixed Income, Management, Financial Risk, Accounting, Financial Services, Recruiting, Sales, Trading
Education
University of Maryland College Park 2004 — 2008
B.A., Economics
S. Riley Andrews's Morgan Stanley Experience 2014 - 2014
Job Instructor at Coummunity College of Baltimore County
Industry Financial Services
Experience
Coummunity College of Baltimore County 2015 - Present
Morgan Stanley 2014 - 2014
M&T Bank 2008 - 2014
Tenacity Group 2005 - 2007
Oak Tree, C. Communications, USDOE 2003 - 2005
Job Corps , DLLR 1999 - 2002
Skills
Instructional Design, Curriculum Design, Performance Improvement, Training Delivery, AML Compliance, Small Business Lending, Loan Documentation, Vendor Relationship..., Commercial Banking, Commercial Lending, Consumer Lending, Mortgage Lending, Financial Risk, Cross Selling, Corporate Training,..., Business Process..., Workflow Management..., Project Leadership, Operations Management, Collateral Loans, Secondary Loan Trading, Primary Loan Facilities, Curriculum Development, Curriculum Mapping, Training Course..., Credit Agreements, Adult Learning Theory, Adult Learning..., Loan Modifications, Client Onboarding, Management, Banking
Education
University of Maryland Baltimore County - UMBC Magna Cum Laude 2001 — 2003
Master's Degree, Instructional Systems Design - ISD, Magna Cum Laude
University of Maryland Baltimore County - UMBC 1994 — 1996
Bachelor's Degree, Sociology
University of Maryland University College
Certificate in Teaching and Training at a Distance, Distance Education
Coummunity College of Baltimore County 2015 - Present
Morgan Stanley 2014 - 2014
M&T Bank 2008 - 2014
Tenacity Group 2005 - 2007
Oak Tree, C. Communications, USDOE 2003 - 2005
Job Corps , DLLR 1999 - 2002
Skills
Instructional Design, Curriculum Design, Performance Improvement, Training Delivery, AML Compliance, Small Business Lending, Loan Documentation, Vendor Relationship..., Commercial Banking, Commercial Lending, Consumer Lending, Mortgage Lending, Financial Risk, Cross Selling, Corporate Training,..., Business Process..., Workflow Management..., Project Leadership, Operations Management, Collateral Loans, Secondary Loan Trading, Primary Loan Facilities, Curriculum Development, Curriculum Mapping, Training Course..., Credit Agreements, Adult Learning Theory, Adult Learning..., Loan Modifications, Client Onboarding, Management, Banking
Education
University of Maryland Baltimore County - UMBC Magna Cum Laude 2001 — 2003
Master's Degree, Instructional Systems Design - ISD, Magna Cum Laude
University of Maryland Baltimore County - UMBC 1994 — 1996
Bachelor's Degree, Sociology
University of Maryland University College
Certificate in Teaching and Training at a Distance, Distance Education
Lacey Brauer Goodman's Morgan Stanley Experience March 2010 - June 2011
Job Executive Assistant, Communications & Marketing at Baltimore Orioles
Industry Sports
Experience
Baltimore Orioles December 2013 - Present
Baltimore Orioles June 2011 - December 2013
Morgan Stanley March 2010 - June 2011
Baltimore Ravens May 2009 - March 2010
Washington Nationals April 2008 - September 2008
University of Maryland May 2006 - May 2008
Skills
Executive..., Presentation Development, Sports Marketing, Community Outreach, Microsoft Office, Web Design, Ticket Sales, Archtics Ticketing..., Sports, Sales, Management, Marketing, Leadership, Photoshop Elements, Microsoft Excel
Education
University of Maryland College Park 2005 — 2009
Bachelor of Science (BS), Marketing, Sports Management
Baltimore Orioles December 2013 - Present
Baltimore Orioles June 2011 - December 2013
Morgan Stanley March 2010 - June 2011
Baltimore Ravens May 2009 - March 2010
Washington Nationals April 2008 - September 2008
University of Maryland May 2006 - May 2008
Skills
Executive..., Presentation Development, Sports Marketing, Community Outreach, Microsoft Office, Web Design, Ticket Sales, Archtics Ticketing..., Sports, Sales, Management, Marketing, Leadership, Photoshop Elements, Microsoft Excel
Education
University of Maryland College Park 2005 — 2009
Bachelor of Science (BS), Marketing, Sports Management
Ed Nebens Ed Nebens's Morgan Stanley Experience November 1993 - September 1997
Job
Industry Investment Management
Experience
Gratia Capital August 2014 - Present
Three Bridges Capital October 2011 - August 2014
UBS Investment Bank August 2010 - October 2011
Cantillon Capital Management LLC August 2003 - August 2009
Orchard Capital Advisors, LLC September 2002 - August 2003
Deutsche Asset Management June 2001 - September 2002
Credit Suisse October 1999 - June 2001
Julius Baer December 1997 - October 1999
Morgan Stanley November 1993 - September 1997
Skills
Hedge Funds, Equities, Derivatives, Trading, Fixed Income, Commodity, Due Diligence, Market Risk, Brokers, Marketing, Bloomberg, Customer Service, Contract Management, Equity Trading, Electronic Trading, Equity Research, Trading Systems, Fixed Income Analysis, Equity Derivatives, Emerging Markets, Alternative Investments, Capital Markets, Prime Brokerage, Options, Securities, ETFs, Proprietary Trading, Structured Products, Trading Strategies, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA
University of Maryland College Park 1988 — 1991
BA
Gratia Capital August 2014 - Present
Three Bridges Capital October 2011 - August 2014
UBS Investment Bank August 2010 - October 2011
Cantillon Capital Management LLC August 2003 - August 2009
Orchard Capital Advisors, LLC September 2002 - August 2003
Deutsche Asset Management June 2001 - September 2002
Credit Suisse October 1999 - June 2001
Julius Baer December 1997 - October 1999
Morgan Stanley November 1993 - September 1997
Skills
Hedge Funds, Equities, Derivatives, Trading, Fixed Income, Commodity, Due Diligence, Market Risk, Brokers, Marketing, Bloomberg, Customer Service, Contract Management, Equity Trading, Electronic Trading, Equity Research, Trading Systems, Fixed Income Analysis, Equity Derivatives, Emerging Markets, Alternative Investments, Capital Markets, Prime Brokerage, Options, Securities, ETFs, Proprietary Trading, Structured Products, Trading Strategies, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA
University of Maryland College Park 1988 — 1991
BA
William Bultman William Bultman's Morgan Stanley Experience July 2015 - Present
Job Investment Services
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
T. Rowe Price October 2013 - July 2015
Wells Fargo January 2011 - September 2013
Skills
Retail Banking, Loans, Banking, Credit, Customer Service, Credit Analysis, Small Business Lending, Financial Services, Risk Management, Leadership, Microsoft Excel, Microsoft Office, Portfolio Management, Finance, Financial Analysis, Investments
Education
University of Maryland University College 2015 — 2018
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Maryland Eastern Shore 2001 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Morgan Stanley July 2015 - Present
T. Rowe Price October 2013 - July 2015
Wells Fargo January 2011 - September 2013
Skills
Retail Banking, Loans, Banking, Credit, Customer Service, Credit Analysis, Small Business Lending, Financial Services, Risk Management, Leadership, Microsoft Excel, Microsoft Office, Portfolio Management, Finance, Financial Analysis, Investments
Education
University of Maryland University College 2015 — 2018
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Maryland Eastern Shore 2001 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Andrew Korfin Andrew Korfin's Morgan Stanley Experience October 2000 - February 2002
Job Premier Field Engineer (SQL Server) at Microsoft
Industry Information Technology and Services
Experience
Microsoft July 2012 - Present
CSG International July 2011 - July 2012
IDCS Inc March 2008 - March 2011
Inventa Technologies March 2004 - March 2008
Beyer Brothers Corporation October 2003 - March 2004
Capacity LLC October 2002 - September 2003
Morgan Stanley October 2000 - February 2002
AT&T Local Services August 1998 - October 2000
EDS 1994 - 1998
Skills
Databases, Database Design, Microsoft SQL Server, SQL, Disaster Recovery, Operating Systems, Performance Tuning, Software Development, PL/SQL, Integration, T-SQL, SQL Tuning, Sybase, Database Administration, Business Intelligence, SDLC, Data Warehousing, Requirements Analysis, Data Modeling, Oracle, Unix, Data Migration, Visual Basic, Shell Scripting, Linux, Unix Shell Scripting, Perl, Security, Database Security
Education
University of Maryland University College
BS, Business Administration
Microsoft July 2012 - Present
CSG International July 2011 - July 2012
IDCS Inc March 2008 - March 2011
Inventa Technologies March 2004 - March 2008
Beyer Brothers Corporation October 2003 - March 2004
Capacity LLC October 2002 - September 2003
Morgan Stanley October 2000 - February 2002
AT&T Local Services August 1998 - October 2000
EDS 1994 - 1998
Skills
Databases, Database Design, Microsoft SQL Server, SQL, Disaster Recovery, Operating Systems, Performance Tuning, Software Development, PL/SQL, Integration, T-SQL, SQL Tuning, Sybase, Database Administration, Business Intelligence, SDLC, Data Warehousing, Requirements Analysis, Data Modeling, Oracle, Unix, Data Migration, Visual Basic, Shell Scripting, Linux, Unix Shell Scripting, Perl, Security, Database Security
Education
University of Maryland University College
BS, Business Administration
Eva Kamau Eva Kamau's Morgan Stanley Experience April 2015 - Present
Job Incoming Financial Analyst at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley April 2015 - Present
Artemis Real Estate Partners July 2014 - August 2014
Sterling Partners June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Foreign Languages
Education
University of Maryland College Park 2012 — 2016
BS, Accounting and Finance, Freshman
Eastern Technical High School 2008 — 2012
Morgan Stanley April 2015 - Present
Artemis Real Estate Partners July 2014 - August 2014
Sterling Partners June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Foreign Languages
Education
University of Maryland College Park 2012 — 2016
BS, Accounting and Finance, Freshman
Eastern Technical High School 2008 — 2012
Emmanuel Motsiopoulos Emmanuel Motsiopoulos's Morgan Stanley Experience July 2013 - Present
Job Foreign Exchange Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
University of Maryland March 2011 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Time Management, Leadership
Education
University of Maryland College Park 2015 — 2017
Master of Business Administration (M.B.A.), International Business
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Economics
Loyola Blakefield High School 2005 — 2009
High School
Morgan Stanley July 2013 - Present
University of Maryland March 2011 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Time Management, Leadership
Education
University of Maryland College Park 2015 — 2017
Master of Business Administration (M.B.A.), International Business
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Economics
Loyola Blakefield High School 2005 — 2009
High School
Brian Fine Brian Fine's Morgan Stanley Experience January 1996 - June 2000
Job Senior Vice President Investments
Industry Financial Services
Experience
Wells Fargo Advisors June 2000 - Present
Morgan Stanley January 1996 - June 2000
Paine Webber January 1993 - January 1996
Education
University of Massachusetts Boston
Bachelor's degree, Economics
sharon high
Wells Fargo Advisors June 2000 - Present
Morgan Stanley January 1996 - June 2000
Paine Webber January 1993 - January 1996
Education
University of Massachusetts Boston
Bachelor's degree, Economics
sharon high
Charlie Raffa Charlie Raffa's Morgan Stanley Experience August 2014 - August 2014
Job StudentAthlete at University of Maryland Graduate, Fogolax.net, Chesapeake Bayhawks
Industry Investment Management
Experience
Chesapeake Bayhawks June 2015 - Present
Fogolax.net 2010 - Present
Morgan Stanley August 2014 - August 2014
K2 Advisors June 2014 - July 2014
Long Island Outlaws Lacrosse Club June 2013 - August 2013
Skills
Sports, Sports Coaching, Team Leadership, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Event Planning, Customer Service, Social Networking, Public Relations, Leadership
Education
University of Maryland College Park 2011 — 2015
Bachelor of Arts, Communication
St. Anthony's High School 2007 — 2011
Chesapeake Bayhawks June 2015 - Present
Fogolax.net 2010 - Present
Morgan Stanley August 2014 - August 2014
K2 Advisors June 2014 - July 2014
Long Island Outlaws Lacrosse Club June 2013 - August 2013
Skills
Sports, Sports Coaching, Team Leadership, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Event Planning, Customer Service, Social Networking, Public Relations, Leadership
Education
University of Maryland College Park 2011 — 2015
Bachelor of Arts, Communication
St. Anthony's High School 2007 — 2011
Marquita McMillan Marquita McMillan's Morgan Stanley Experience February 2008 - April 2010
Job Payroll Tax Professional
Industry Accounting
Experience
MedStar Health October 2014 - Present
The Children's Guild July 2014 - October 2014
ADP September 2012 - July 2014
Johns Hopkins University March 2012 - September 2012
Johns Hopkins University April 2010 - March 2012
Morgan Stanley February 2008 - April 2010
Morgan Stanley June 2004 - February 2008
Skills
Financial Analysis, Analysis, Microsoft Excel, Budgets, Payroll, Auditing, Financial Accounting, Accounting, Account Reconciliation, Risk Management, Financial Reporting, Outlook, General Ledger, Access, Data Analysis, Accounts Receivable, Accounts Payable, Invoicing, SAP, Nonprofits, Sarbanes-Oxley Act, Variance Analysis, Internal Audit, Tax, Forecasting, Banking, Cost Accounting, Microsoft Word, PowerPoint, Bookkeeping, PeopleSoft, Payroll Taxes, Process Improvement
Education
University of Maryland University College 2015 — 2017
Master of Business Administration (MBA), Healthcare Administration
University of Maryland University College 2010 — 2014
Bachelor's Degree, Accounting
Walbrook High School 1997 — 2001
High School Diploma, NJROTC, Business
MedStar Health October 2014 - Present
The Children's Guild July 2014 - October 2014
ADP September 2012 - July 2014
Johns Hopkins University March 2012 - September 2012
Johns Hopkins University April 2010 - March 2012
Morgan Stanley February 2008 - April 2010
Morgan Stanley June 2004 - February 2008
Skills
Financial Analysis, Analysis, Microsoft Excel, Budgets, Payroll, Auditing, Financial Accounting, Accounting, Account Reconciliation, Risk Management, Financial Reporting, Outlook, General Ledger, Access, Data Analysis, Accounts Receivable, Accounts Payable, Invoicing, SAP, Nonprofits, Sarbanes-Oxley Act, Variance Analysis, Internal Audit, Tax, Forecasting, Banking, Cost Accounting, Microsoft Word, PowerPoint, Bookkeeping, PeopleSoft, Payroll Taxes, Process Improvement
Education
University of Maryland University College 2015 — 2017
Master of Business Administration (MBA), Healthcare Administration
University of Maryland University College 2010 — 2014
Bachelor's Degree, Accounting
Walbrook High School 1997 — 2001
High School Diploma, NJROTC, Business
Jeffrey Regan Jeffrey Regan's Morgan Stanley Experience June 1992 - February 1999
Job Linux Systems Engineer at Shutterfly Inc.
Industry Information Technology and Services
Experience
Shutterfly Inc. November 2014 - Present
RichRelevance March 2012 - November 2014
YouSendIt December 2010 - August 2011
BioFinancial Corp. January 2006 - December 2010
Performance Research and Design, Inc. January 2001 - December 2005
Morgan Stanley June 1992 - February 1999
Skills
Linux, System Administration, Shell Scripting, Servers, Red Hat Linux, Firewalls, Databases, Ubuntu, CentOS, Puppet, LAMP, Bash, Management, Linux System..., SSH, Unix Shell Scripting, Team Leadership, Systems Management, VMware ESX, Unix, VMware Server, Technical Support, Security, Linux server..., OpenBSD, PXE, Kickstart, Managerial Leadership, Systems Support, Systems Engineering, Cfengine, GNU tools, nagios, Virtualization, Cloud Computing, Troubleshooting, Scalability, hadoop, YUM
Education
University of Maryland University College 2003 — 2010
Bachelors, Information Systems Management & Business Management
Shutterfly Inc. November 2014 - Present
RichRelevance March 2012 - November 2014
YouSendIt December 2010 - August 2011
BioFinancial Corp. January 2006 - December 2010
Performance Research and Design, Inc. January 2001 - December 2005
Morgan Stanley June 1992 - February 1999
Skills
Linux, System Administration, Shell Scripting, Servers, Red Hat Linux, Firewalls, Databases, Ubuntu, CentOS, Puppet, LAMP, Bash, Management, Linux System..., SSH, Unix Shell Scripting, Team Leadership, Systems Management, VMware ESX, Unix, VMware Server, Technical Support, Security, Linux server..., OpenBSD, PXE, Kickstart, Managerial Leadership, Systems Support, Systems Engineering, Cfengine, GNU tools, nagios, Virtualization, Cloud Computing, Troubleshooting, Scalability, hadoop, YUM
Education
University of Maryland University College 2003 — 2010
Bachelors, Information Systems Management & Business Management
Dianne Bain's Morgan Stanley Experience October 2000 - August 2002
Job DTCC The Depository Trust & Clearing Corporation
Industry Investment Management
Experience
The Depository Trust & Clearing Corporation April 2014 - Present
Aviva Investors October 2005 - January 2014
Brandywine Management September 2002 - August 2005
Morgan Stanley October 2000 - August 2002
Goldman Sachs November 1996 - October 2000
Skills
Project Delivery, Asset Management, PMO, Risk Management, Equities, Project Management, Governance, Change Management, Vendor Management, Banking, Financial Services
Education
University of Maryland University College 2010 — 2012
Bishop Loughlin Memorial High School
High School
The Depository Trust & Clearing Corporation April 2014 - Present
Aviva Investors October 2005 - January 2014
Brandywine Management September 2002 - August 2005
Morgan Stanley October 2000 - August 2002
Goldman Sachs November 1996 - October 2000
Skills
Project Delivery, Asset Management, PMO, Risk Management, Equities, Project Management, Governance, Change Management, Vendor Management, Banking, Financial Services
Education
University of Maryland University College 2010 — 2012
Bishop Loughlin Memorial High School
High School
Jason Meil's Morgan Stanley Experience April 2011 - November 2013
Job Investment Officer | Loudoun County Government
Industry Government Administration
Experience
Loudoun County Government May 2015 - Present
MCCP: Medical Care for Children Partnership June 2014 - Present
Janney Montgomery Scott LLC November 2013 - May 2015
Morgan Stanley April 2011 - November 2013
Shepard and Vrbanac Securities July 2006 - March 2011
Capitol Financial Partners March 2003 - July 2006
Skills
Alternative Investments, Derivatives, Fixed Income, Investments, Portfolio Management, Wealth Management, Risk Management, Asset Management, Trading, Finance, ETFs, Structured Products, Series 7, Mutual Funds, Asset Allocation, Equities, Series 66, Series 31, Series 28, Series 24, Series 4, Securities, Valuation, Banking, Corporate Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2013
Investment Managment Analyst Program Aresty Institute of Executive Education, Certified Investment Managment Analyst Program
University of Maryland College Park 1999 — 2003
Economics, Finance, Mathematics
New York Institute of Finance
Professional Certificate, Derivatives and Risk Managment
Winston Churchill HS
Loudoun County Government May 2015 - Present
MCCP: Medical Care for Children Partnership June 2014 - Present
Janney Montgomery Scott LLC November 2013 - May 2015
Morgan Stanley April 2011 - November 2013
Shepard and Vrbanac Securities July 2006 - March 2011
Capitol Financial Partners March 2003 - July 2006
Skills
Alternative Investments, Derivatives, Fixed Income, Investments, Portfolio Management, Wealth Management, Risk Management, Asset Management, Trading, Finance, ETFs, Structured Products, Series 7, Mutual Funds, Asset Allocation, Equities, Series 66, Series 31, Series 28, Series 24, Series 4, Securities, Valuation, Banking, Corporate Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2013
Investment Managment Analyst Program Aresty Institute of Executive Education, Certified Investment Managment Analyst Program
University of Maryland College Park 1999 — 2003
Economics, Finance, Mathematics
New York Institute of Finance
Professional Certificate, Derivatives and Risk Managment
Winston Churchill HS
Jasmine Crooks Jasmine Crooks's Morgan Stanley Experience May 2015 - Present
Job Operations Analyst at Morgan Stanley
Industry Business Supplies and Equipment
Experience
Morgan Stanley May 2015 - Present
Logistics offices January 2015 - Present
US Department of Transportation (DOT) June 2014 - September 2014
Skills
Analytics, Writing, Reason, Reading, Flexibility, Business, Books, Coordination, Customer Service, Entrepreneurship, Microsoft Office, Public Speaking, Microsoft Excel, Teamwork, Microsoft Word, Community Outreach, Social Media, Data Analysis, Social Networking, Event Planning, Leadership, Research, Analysis
Education
University of Maryland College Park 2012 — 2016
Bachelor of Science (BS), Business/Commerce, General
Morgan Stanley May 2015 - Present
Logistics offices January 2015 - Present
US Department of Transportation (DOT) June 2014 - September 2014
Skills
Analytics, Writing, Reason, Reading, Flexibility, Business, Books, Coordination, Customer Service, Entrepreneurship, Microsoft Office, Public Speaking, Microsoft Excel, Teamwork, Microsoft Word, Community Outreach, Social Media, Data Analysis, Social Networking, Event Planning, Leadership, Research, Analysis
Education
University of Maryland College Park 2012 — 2016
Bachelor of Science (BS), Business/Commerce, General
William Chip Ledford William Chip Ledford's Morgan Stanley Experience January 2015 - Present
Job Executive Director, Identity and Access Management Technology, Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley July 2014 - Present
Morgan Stanley January 2014 - Present
Morgan Stanley January 2010 - December 2013
Morgan Stanley March 2010 - June 2012
Morgan Stanley February 2002 - January 2009
Sarsen Consulting February 1996 - January 2002
Citigroup 1998 - 2000
NASD 1993 - 1995
Birch & Davis Associates, Inc. 1991 - 1993
Skills
Project Management, Strategy, CRM, SDLC, System Deployment, IT Strategy, PMO, Vendor Management, Management Consulting, Enterprise Architecture, Management, Professional Services, Leadership, Program Management, Training, Team Building, High Performance..., Business Analysis, Enterprise Software, Integration, Cross-functional Team..., IT Management, MBA, Business Process..., Information Technology, PMP, Project Portfolio..., Risk Management, Software Project..., Information Security..., Information Security, Project Delivery, Business Process
Education
University of Maryland College Park 1994 — 1996
MBA, Business
University of Maryland College Park 1982 — 1989
BS, Computer Science
Morgan Stanley January 2015 - Present
Morgan Stanley July 2014 - Present
Morgan Stanley January 2014 - Present
Morgan Stanley January 2010 - December 2013
Morgan Stanley March 2010 - June 2012
Morgan Stanley February 2002 - January 2009
Sarsen Consulting February 1996 - January 2002
Citigroup 1998 - 2000
NASD 1993 - 1995
Birch & Davis Associates, Inc. 1991 - 1993
Skills
Project Management, Strategy, CRM, SDLC, System Deployment, IT Strategy, PMO, Vendor Management, Management Consulting, Enterprise Architecture, Management, Professional Services, Leadership, Program Management, Training, Team Building, High Performance..., Business Analysis, Enterprise Software, Integration, Cross-functional Team..., IT Management, MBA, Business Process..., Information Technology, PMP, Project Portfolio..., Risk Management, Software Project..., Information Security..., Information Security, Project Delivery, Business Process
Education
University of Maryland College Park 1994 — 1996
MBA, Business
University of Maryland College Park 1982 — 1989
BS, Computer Science
Douglas Paxson, FPC Douglas Paxson, FPC's Morgan Stanley Experience May 2009 - August 2009
Job Director of Operations, Talbert Management Group (Talbert & Talbert LLC)
Industry Management Consulting
Experience
Talbert Management Group June 2015 - Present
ADP December 2013 - June 2015
FactSet Research Systems October 2012 - July 2013
KPMG May 2011 - August 2011
ING May 2010 - August 2010
Morgan Stanley May 2009 - August 2009
Skills
Analysis, Management, Microsoft Excel, Auditing, Banking, Marketing, Financial Analysis, Investments, Research, Microsoft Office, Investment Banking, Internal Audit, Equity Research, Data Analysis, Training, Account Reconciliation, Financial Modeling, PowerPoint, Microsoft Word, Music Industry, Strategic Consulting, Electronic Music
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.S.), Finance & Accounting
Talbert Management Group June 2015 - Present
ADP December 2013 - June 2015
FactSet Research Systems October 2012 - July 2013
KPMG May 2011 - August 2011
ING May 2010 - August 2010
Morgan Stanley May 2009 - August 2009
Skills
Analysis, Management, Microsoft Excel, Auditing, Banking, Marketing, Financial Analysis, Investments, Research, Microsoft Office, Investment Banking, Internal Audit, Equity Research, Data Analysis, Training, Account Reconciliation, Financial Modeling, PowerPoint, Microsoft Word, Music Industry, Strategic Consulting, Electronic Music
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.S.), Finance & Accounting
John Scott John Scott's Morgan Stanley Experience 1981 - 1987
Job Executive Vice President at Argus Research Group
Industry Financial Services
Experience
Argus Research 2010 - Present
Toronto Dominion Asset Management 2006 - 2009
Geometry Group 2000 - 2005
SoundView Technology Group 1994 - 2000
UBS 1990 - 1994
Sanford C. Bernstein 1987 - 1990
Morgan Stanley 1981 - 1987
Skills
International Business..., Business Model..., Strategic Partnerships, Institutional Research, Independent Research, Cross Border Marketing, Global Equities, Institutional Equities, Equities, Research, Marketing, Bloomberg, Securities, Cross Border, Institutional, Fund Of Funds, Entrepreneurship, Financial Analysis, Series 7, Equity Valuation, Business Development, Strategy, Product Management, Competitive Analysis, Alternative Investments, Hedge Funds
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
University of Pennsylvania - The Wharton School
Investment Strategies and Portfolio Management Program
Argus Research 2010 - Present
Toronto Dominion Asset Management 2006 - 2009
Geometry Group 2000 - 2005
SoundView Technology Group 1994 - 2000
UBS 1990 - 1994
Sanford C. Bernstein 1987 - 1990
Morgan Stanley 1981 - 1987
Skills
International Business..., Business Model..., Strategic Partnerships, Institutional Research, Independent Research, Cross Border Marketing, Global Equities, Institutional Equities, Equities, Research, Marketing, Bloomberg, Securities, Cross Border, Institutional, Fund Of Funds, Entrepreneurship, Financial Analysis, Series 7, Equity Valuation, Business Development, Strategy, Product Management, Competitive Analysis, Alternative Investments, Hedge Funds
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics
University of Pennsylvania - The Wharton School
Investment Strategies and Portfolio Management Program
Max Gold-Landzberg Max Gold-Landzberg's Morgan Stanley Experience July 2011 - September 2013
Job Wealth Management Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
Morgan Stanley July 2011 - September 2013
Skills
Microsoft Excel, Financial Reporting, Risk Management, Corporate Finance, Financial Modeling, Financial Analysis, Analysis, Finance, Business Analysis, Microsoft Office, Forecasting, Data Analysis, PowerPoint, Valuation
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science (BS), Finance and Financial Management Services and International Finance
Morgan Stanley Wealth Management September 2013 - Present
Morgan Stanley July 2011 - September 2013
Skills
Microsoft Excel, Financial Reporting, Risk Management, Corporate Finance, Financial Modeling, Financial Analysis, Analysis, Finance, Business Analysis, Microsoft Office, Forecasting, Data Analysis, PowerPoint, Valuation
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science (BS), Finance and Financial Management Services and International Finance
Ellen Frohlich Kirkpatrick Ellen Frohlich Kirkpatrick's Morgan Stanley Experience 2005 - 2006
Job Controller at Torray LLC
Industry Financial Services
Experience
Torray LLC January 2006 - Present
Morgan Stanley 2005 - 2006
Skills
Financial Reporting, Strategic Planning, Project Management, Financial Analysis, Program Management, Team Building, Microsoft Excel, Microsoft Office, Accounting, Payroll, PeopleSoft, Budgets, Strategic Financial..., Business Analysis, QuickBooks, Data Analysis, Government, Leadership, Accounts Payable, Change Management, Strategy, Business Development, PowerPoint, Management, Account Management, Project Planning, Investments, Vendor Management, Cross-functional Team..., Financial Planning
Education
University of Maryland University College 1996 — 2000
B.S., Business and Management
Torray LLC January 2006 - Present
Morgan Stanley 2005 - 2006
Skills
Financial Reporting, Strategic Planning, Project Management, Financial Analysis, Program Management, Team Building, Microsoft Excel, Microsoft Office, Accounting, Payroll, PeopleSoft, Budgets, Strategic Financial..., Business Analysis, QuickBooks, Data Analysis, Government, Leadership, Accounts Payable, Change Management, Strategy, Business Development, PowerPoint, Management, Account Management, Project Planning, Investments, Vendor Management, Cross-functional Team..., Financial Planning
Education
University of Maryland University College 1996 — 2000
B.S., Business and Management
Monica Roy Monica Roy's Morgan Stanley Experience September 2009 - September 2012
Job Trader Recruiter at Proptrader.in
Industry Capital Markets
Experience
Proptrader.in November 2012 - Present
Morgan Stanley September 2009 - September 2012
Skills
Finance, Proprietary Trading, FX Derivatives, Talent Acquisition, Human Resources, Recruiting
Education
University of Massachusetts Boston 2008 — 2010
Master of Business Administration (MBA), International Finance
University of the Sciences in Philadelphia 2004 — 2008
Bachelor of Science (BS), Accounting and Business/Management
Proptrader.in November 2012 - Present
Morgan Stanley September 2009 - September 2012
Skills
Finance, Proprietary Trading, FX Derivatives, Talent Acquisition, Human Resources, Recruiting
Education
University of Massachusetts Boston 2008 — 2010
Master of Business Administration (MBA), International Finance
University of the Sciences in Philadelphia 2004 — 2008
Bachelor of Science (BS), Accounting and Business/Management
Joe Furze Joe Furze's Morgan Stanley Experience October 2010 - 2011
Job Director at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2011 - Present
Morgan Stanley October 2010 - 2011
JP Morgan chase 2004 - 2010
UBS 1998 - 2004
Paine Webber April 1998 - September 2001
Citigroup 1992 - 1997
Nomura Securities 1987 - 1988
Skills
Derivatives, Fixed Income, Equities, Capital Markets, Investment Banking, Trading Systems, Portfolio Management, Hedge Funds, Risk Management, Asset Management, Financial Services, Electronic Trading, Trading, FX Options, Securities, Bloomberg, Financial Markets, Options, Banking, Alternative Investments, Financial Risk, Equity Derivatives, Bonds, Middle Office, Business Analysis, Investment Management, Financial Analysis, Swaps, Market Risk, Structured Products, Credit Derivatives
Education
The University of Chicago 1989 — 1991
MBA, Finance & Statistics
University of Maryland College Park 1981 — 1985
BS, Accounting
Prudential Financial June 2011 - Present
Morgan Stanley October 2010 - 2011
JP Morgan chase 2004 - 2010
UBS 1998 - 2004
Paine Webber April 1998 - September 2001
Citigroup 1992 - 1997
Nomura Securities 1987 - 1988
Skills
Derivatives, Fixed Income, Equities, Capital Markets, Investment Banking, Trading Systems, Portfolio Management, Hedge Funds, Risk Management, Asset Management, Financial Services, Electronic Trading, Trading, FX Options, Securities, Bloomberg, Financial Markets, Options, Banking, Alternative Investments, Financial Risk, Equity Derivatives, Bonds, Middle Office, Business Analysis, Investment Management, Financial Analysis, Swaps, Market Risk, Structured Products, Credit Derivatives
Education
The University of Chicago 1989 — 1991
MBA, Finance & Statistics
University of Maryland College Park 1981 — 1985
BS, Accounting
Paul Lariviere Paul Lariviere's Morgan Stanley Experience August 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Banking
Experience
Morgan Stanley August 2014 - Present
Morton's The Steakhouse June 2011 - August 2014
Skills
Sales, Multitasking Skills, Customer Service, Customer Retention, Customer Engagement, Leadership, Team Leadership, Employee Training, Problem Solving, Creative Problem Solving, Product Knowledge, Management, Marketing
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science (BS), Political Science and Government
Brooklyn Technical High School 2003 — 2007
Technology & Liberal Arts
Morgan Stanley August 2014 - Present
Morton's The Steakhouse June 2011 - August 2014
Skills
Sales, Multitasking Skills, Customer Service, Customer Retention, Customer Engagement, Leadership, Team Leadership, Employee Training, Problem Solving, Creative Problem Solving, Product Knowledge, Management, Marketing
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science (BS), Political Science and Government
Brooklyn Technical High School 2003 — 2007
Technology & Liberal Arts
Aman Malik Aman Malik's Morgan Stanley Experience April 2011 - March 2012
Job Vice President, Global Equities at Jefferies
Industry Financial Services
Experience
Jefferies December 2014 - Present
Jefferies February 2014 - December 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates February 2012 - February 2014
Morgan Stanley April 2011 - March 2012
Morgan Stanley January 2011 - April 2011
Morgan Stanley May 2009 - January 2011
Skills
New Business Development, Marketing Strategy, Investor Relations, Fixed Income Products, Business Relationship..., Sales Management, Financial Modeling, Competitive Analysis, Microfinance, Microsoft Office, Excel, PowerPoint, Fixed Income, Microsoft Excel, Alternative Investments, Structured Products, Asset Management, Analytics, Business Development, Business Strategy, CRM, Corporate Finance, Economics, Financial Services, Hedge Funds, Investments, Leadership, Mergers & Acquisitions, Relationship Management, Strategy, Trading, Bloomberg
Education
University of Maryland College Park
Bachelor of Arts, Economics
Jefferies December 2014 - Present
Jefferies February 2014 - December 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates February 2012 - February 2014
Morgan Stanley April 2011 - March 2012
Morgan Stanley January 2011 - April 2011
Morgan Stanley May 2009 - January 2011
Skills
New Business Development, Marketing Strategy, Investor Relations, Fixed Income Products, Business Relationship..., Sales Management, Financial Modeling, Competitive Analysis, Microfinance, Microsoft Office, Excel, PowerPoint, Fixed Income, Microsoft Excel, Alternative Investments, Structured Products, Asset Management, Analytics, Business Development, Business Strategy, CRM, Corporate Finance, Economics, Financial Services, Hedge Funds, Investments, Leadership, Mergers & Acquisitions, Relationship Management, Strategy, Trading, Bloomberg
Education
University of Maryland College Park
Bachelor of Arts, Economics
Brian Mulley Brian Mulley's Morgan Stanley Experience November 2005 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2005 - Present
State Street 2004 - 2005
Pioneer Investments October 2001 - October 2004
Putnam Investments October 1999 - October 2001
Skills
Series 7, Series 63, Fixed Income, Equities, Alternative Investments, Hedge Funds, Bloomberg, Asset Allocation, Capital Markets, Mutual Funds, Securities, Asset Management, Derivatives, Investments, Portfolio Management, Investment Strategies, Wealth Management, FINRA, Investment Management, Investment Banking, ETFs, Valuation, Series 24
Education
University of Massachusetts Lowell 1997 — 2001
BS, Finance
Morgan Stanley November 2005 - Present
State Street 2004 - 2005
Pioneer Investments October 2001 - October 2004
Putnam Investments October 1999 - October 2001
Skills
Series 7, Series 63, Fixed Income, Equities, Alternative Investments, Hedge Funds, Bloomberg, Asset Allocation, Capital Markets, Mutual Funds, Securities, Asset Management, Derivatives, Investments, Portfolio Management, Investment Strategies, Wealth Management, FINRA, Investment Management, Investment Banking, ETFs, Valuation, Series 24
Education
University of Massachusetts Lowell 1997 — 2001
BS, Finance
Chet White Chet White's Morgan Stanley Experience January 1989 - January 1995
Job Managing Partner, Griffin Partners
Industry Financial Services
Experience
Griffin Partners April 2008 - Present
Merriman Curhan Ford & Co. 2004 - 2008
Wells Fargo January 2000 - January 2002
Morgan Stanley January 1989 - January 1995
UBS May 1987 - December 1988
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Finance
University of Maryland College Park 1984 — 1986
BS Finance
Griffin Partners April 2008 - Present
Merriman Curhan Ford & Co. 2004 - 2008
Wells Fargo January 2000 - January 2002
Morgan Stanley January 1989 - January 1995
UBS May 1987 - December 1988
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Finance
University of Maryland College Park 1984 — 1986
BS Finance
Vahe Antonian's Morgan Stanley Experience September 2011 - February 2012
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2013 - Present
State Street July 2013 - November 2013
Credit Suisse February 2012 - July 2013
Morgan Stanley September 2011 - February 2012
Goldman Sachs May 2010 - August 2011
Credit Suisse July 2008 - May 2010
JP Morgan July 1997 - July 2008
Salomon Brothers 1995 - 1997
JPMorgan 1993 - 1995
Exxon Chemical Company 1990 - 1993
Skills
Sybase, Sybase ASE, Performance Tuning, Replication, Databases, Oracle, Sybase IQ, Solaris, Data Warehousing, Data Migration, Business Intelligence, Database Administration, Database Design, Oracle RAC, ETL, PL/SQL, SQL Tuning, Unix, Unix Shell Scripting
Education
University of Maryland College Park 1986 — 1990
B.S., Electrical Engineering (Magna Cum Laude)
Credit Suisse November 2013 - Present
State Street July 2013 - November 2013
Credit Suisse February 2012 - July 2013
Morgan Stanley September 2011 - February 2012
Goldman Sachs May 2010 - August 2011
Credit Suisse July 2008 - May 2010
JP Morgan July 1997 - July 2008
Salomon Brothers 1995 - 1997
JPMorgan 1993 - 1995
Exxon Chemical Company 1990 - 1993
Skills
Sybase, Sybase ASE, Performance Tuning, Replication, Databases, Oracle, Sybase IQ, Solaris, Data Warehousing, Data Migration, Business Intelligence, Database Administration, Database Design, Oracle RAC, ETL, PL/SQL, SQL Tuning, Unix, Unix Shell Scripting
Education
University of Maryland College Park 1986 — 1990
B.S., Electrical Engineering (Magna Cum Laude)
Michele DeRosa Michele DeRosa's Morgan Stanley Experience August 1999 - November 2000
Job Project Coordinator at Korn Ferry
Industry Staffing and Recruiting
Experience
Korn Ferry July 2015 - Present
CTPartners July 2014 - June 2015
lia sophia October 2009 - December 2014
Press Ganey Associates March 2014 - July 2014
CTPartners April 2012 - March 2014
CTPartners August 2010 - April 2012
Audax Group December 2003 - September 2008
Investors Bank & Trust November 2000 - July 2002
Morgan Stanley August 1999 - November 2000
FundQuest March 1999 - August 1999
Skills
Outlook, Access, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, Administrative..., Customer Service, Marketing, Adobe Acrobat, Software Documentation, Human Resources, Training, Administrative...
Education
University of Massachusetts Boston 2006 — 2008
Master of Education, Elementary
University of Massachusetts Lowell 1994 — 1998
BS, Finance, Marketing
BMHS
Korn Ferry July 2015 - Present
CTPartners July 2014 - June 2015
lia sophia October 2009 - December 2014
Press Ganey Associates March 2014 - July 2014
CTPartners April 2012 - March 2014
CTPartners August 2010 - April 2012
Audax Group December 2003 - September 2008
Investors Bank & Trust November 2000 - July 2002
Morgan Stanley August 1999 - November 2000
FundQuest March 1999 - August 1999
Skills
Outlook, Access, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, Administrative..., Customer Service, Marketing, Adobe Acrobat, Software Documentation, Human Resources, Training, Administrative...
Education
University of Massachusetts Boston 2006 — 2008
Master of Education, Elementary
University of Massachusetts Lowell 1994 — 1998
BS, Finance, Marketing
BMHS
Shane Jordan's Morgan Stanley Experience 2012 - 2014
Job Complex Compliance Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2014 - Present
Morgan Stanley 2012 - 2014
TradeStation Securities 2006 - 2011
TradeStation Securities 2003 - 2006
Legg Mason 1999 - 2003
Morgan Stanley Dean Witter 1997 - 1999
Education
University of Maryland College Park
BS
Wells Fargo Advisors, LLC 2014 - Present
Morgan Stanley 2012 - 2014
TradeStation Securities 2006 - 2011
TradeStation Securities 2003 - 2006
Legg Mason 1999 - 2003
Morgan Stanley Dean Witter 1997 - 1999
Education
University of Maryland College Park
BS
Lekan Awotedu's Morgan Stanley Experience July 2013 - August 2014
Job Staff Auditor at TFC Consulting, Inc.
Industry Accounting
Experience
TFC Consulting, Inc. January 2015 - Present
Morgan Stanley July 2013 - August 2014
Summit Technologies LLC September 2012 - April 2013
Office of inspector general June 2012 - August 2012
Christopher Timi & Associates October 2011 - May 2012
USDA-FSIS June 2011 - September 2011
Skills
Accounting, Microsoft Excel, Auditing, Analysis, QuickBooks, Finance, Account Reconciliation, Access, Internal Controls, Internal Audit, Outlook, Information Technology..., OMB A-123, FISCAM, NIST
Education
University of Maryland Eastern Shore 2007 — 2011
Bachelors, Accounting
TFC Consulting, Inc. January 2015 - Present
Morgan Stanley July 2013 - August 2014
Summit Technologies LLC September 2012 - April 2013
Office of inspector general June 2012 - August 2012
Christopher Timi & Associates October 2011 - May 2012
USDA-FSIS June 2011 - September 2011
Skills
Accounting, Microsoft Excel, Auditing, Analysis, QuickBooks, Finance, Account Reconciliation, Access, Internal Controls, Internal Audit, Outlook, Information Technology..., OMB A-123, FISCAM, NIST
Education
University of Maryland Eastern Shore 2007 — 2011
Bachelors, Accounting
Rob Graziano's Morgan Stanley Experience November 2003 - November 2004
Job EDI Developer
Industry Computer Software
Experience
Freelance January 2013 - Present
HMS November 2004 - Present
Morgan Stanley November 2003 - November 2004
Skills
Python, C++, JavaScript, Agile Methodologies, HIPAA, SQL, Django, Linux, Software Development, Databases, Healthcare Information..., Software Documentation, Integration, Microsoft SQL Server, Systems Analysis, Requirements Analysis
Education
UMass Lowell 2002 — 2010
Batchelor of Science, Information Technology
Freelance January 2013 - Present
HMS November 2004 - Present
Morgan Stanley November 2003 - November 2004
Skills
Python, C++, JavaScript, Agile Methodologies, HIPAA, SQL, Django, Linux, Software Development, Databases, Healthcare Information..., Software Documentation, Integration, Microsoft SQL Server, Systems Analysis, Requirements Analysis
Education
UMass Lowell 2002 — 2010
Batchelor of Science, Information Technology
Goldsmith, Jenna's Morgan Stanley Experience August 2006 - Present
Job Business Analytics & Compensation Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2006 - Present
Education
University of Maryland College Park 2002 — 2006
Morgan Stanley August 2006 - Present
Education
University of Maryland College Park 2002 — 2006
Bobby D. Harris's Morgan Stanley Experience September 2000 - January 2002
Job Financial Advisor/Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2002 - Present
Morgan Stanley September 2000 - January 2002
Education
University of Maryland College Park 1996 — 2000
Bachelor of Science (B.S.), Finance
Ameriprise Financial Services, Inc. 2002 - Present
Morgan Stanley September 2000 - January 2002
Education
University of Maryland College Park 1996 — 2000
Bachelor of Science (B.S.), Finance
William Eberhart III's Morgan Stanley Experience November 2000 - Present
Job Associate Vice President, Financial Advisor, Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley November 2000 - Present
Education
University of Maryland Francis King Carey School of Law 1985 — 1988
J.D.
Morgan Stanley November 2000 - Present
Education
University of Maryland Francis King Carey School of Law 1985 — 1988
J.D.
Yuri Shkuro's Morgan Stanley Experience October 2003 - May 2015
Job Senior Software Engineer at Uber
Industry Information Technology and Services
Experience
Uber May 2015 - Present
Morgan Stanley October 2003 - May 2015
JP Morgan Chase 2002 - 2003
Goldman Sachs 2001 - 2002
University of Maryland College Park 1997 - December 2000
Skills
Interest Rate..., Core Java, Scala, C#, Fixed Income, Derivatives, Sybase, Trading Systems, Credit Derivatives, Market Data, Unix, Spring, Swaps, SDLC, Investment Banking, SQL, .NET, Go, Python
Education
University of Maryland College Park 1995 — 2000
Ph.D., Computer Science
University of Maryland College Park 1995 — 1997
Master, Computer Science
Moscow Engineering and Physics Institute 1989 — 1995
Master, Computer Engineering
Uber May 2015 - Present
Morgan Stanley October 2003 - May 2015
JP Morgan Chase 2002 - 2003
Goldman Sachs 2001 - 2002
University of Maryland College Park 1997 - December 2000
Skills
Interest Rate..., Core Java, Scala, C#, Fixed Income, Derivatives, Sybase, Trading Systems, Credit Derivatives, Market Data, Unix, Spring, Swaps, SDLC, Investment Banking, SQL, .NET, Go, Python
Education
University of Maryland College Park 1995 — 2000
Ph.D., Computer Science
University of Maryland College Park 1995 — 1997
Master, Computer Science
Moscow Engineering and Physics Institute 1989 — 1995
Master, Computer Engineering
Neill Jakobe's Morgan Stanley Experience June 2007 - July 2008
Job Private Equity/M&A Attorney
Industry Legal Services
Experience
Ropes & Gray LLP August 2008 - Present
Morgan Stanley June 2007 - July 2008
Mayer Brown 2002 - 2007
Gibson, Dunn & Crutcher LLP June 2001 - September 2001
DLA Piper May 2000 - August 2000
Education
University of Michigan Law School 1999 — 2002
University of Notre Dame 1996 — 1998
B.B.A., Finance and Business Economics
Calvert Hall 1990 — 1994
University of Maryland College Park
Ropes & Gray LLP August 2008 - Present
Morgan Stanley June 2007 - July 2008
Mayer Brown 2002 - 2007
Gibson, Dunn & Crutcher LLP June 2001 - September 2001
DLA Piper May 2000 - August 2000
Education
University of Michigan Law School 1999 — 2002
University of Notre Dame 1996 — 1998
B.B.A., Finance and Business Economics
Calvert Hall 1990 — 1994
University of Maryland College Park
Todd Szura's Morgan Stanley Experience August 2015 - Present
Job Director at Bank of America
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Bank of America May 2014 - August 2015
Citigroup July 2010 - May 2014
Barclays Capital August 2009 - July 2010
Plainfield Asset Management June 2008 - May 2009
Citigroup June 2004 - June 2008
Citigroup June 1999 - June 2004
Morgan Stanley Dean Witter September 1997 - June 1999
Skills
Treasury, FX Options, Trading, Funding
Education
University of Maryland College Park 1993 — 1997
BS, Finance
Morgan Stanley August 2015 - Present
Bank of America May 2014 - August 2015
Citigroup July 2010 - May 2014
Barclays Capital August 2009 - July 2010
Plainfield Asset Management June 2008 - May 2009
Citigroup June 2004 - June 2008
Citigroup June 1999 - June 2004
Morgan Stanley Dean Witter September 1997 - June 1999
Skills
Treasury, FX Options, Trading, Funding
Education
University of Maryland College Park 1993 — 1997
BS, Finance
Paula Morris Grieve's Morgan Stanley Experience May 2004 - Present
Job Portfolio Associate
Industry Financial Services
Experience
Morgan Stanley May 2004 - Present
RBC Wealth Management January 2001 - May 2004
Skills
Series 63, Series 7, Wealth Management, Alternative Investments, Mutual Funds, Asset Allocation
Education
University of Massachusetts Dartmouth 1998 — 2002
Bachelor's Degree, Finance, General
Dartmouth High School 1994 — 1998
Morgan Stanley May 2004 - Present
RBC Wealth Management January 2001 - May 2004
Skills
Series 63, Series 7, Wealth Management, Alternative Investments, Mutual Funds, Asset Allocation
Education
University of Massachusetts Dartmouth 1998 — 2002
Bachelor's Degree, Finance, General
Dartmouth High School 1994 — 1998
Deepak Gulati's Morgan Stanley Experience June 2013 - Present
Job Vice President Payment and Claims Utility at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley June 2008 - June 2013
Morgan Stanley February 2007 - June 2008
Morgan Stanley March 2004 - February 2007
Skills
Financial Operations, Cash Flow Management, Process Improvement, Personnel Management, System Design and..., Risk and Performance..., Business Strategy and..., Operations Management
Education
University of Maryland College Park 1999 — 2003
Bachelor of Science, Finance and Decision & Information Systems
Morgan Stanley June 2013 - Present
Morgan Stanley June 2008 - June 2013
Morgan Stanley February 2007 - June 2008
Morgan Stanley March 2004 - February 2007
Skills
Financial Operations, Cash Flow Management, Process Improvement, Personnel Management, System Design and..., Risk and Performance..., Business Strategy and..., Operations Management
Education
University of Maryland College Park 1999 — 2003
Bachelor of Science, Finance and Decision & Information Systems
Jeannie Duncan's Morgan Stanley Experience DirectorMorgan Stanley International - Baltimore2003 - Present
Job Manager at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley DirectorMorgan Stanley International - Baltimore2003 - Present
Alex. Brown & Sons Incorporated 1979 - 2003
Education
University of Maryland Francis King Carey School of Law 1974 — 1976
Morgan Stanley DirectorMorgan Stanley International - Baltimore2003 - Present
Alex. Brown & Sons Incorporated 1979 - 2003
Education
University of Maryland Francis King Carey School of Law 1974 — 1976
Kevin Satchell's Morgan Stanley Experience October 2008 - October 2010
Job Reorganization Corporate Actions Analysis . Janney Montgomery Scott LLC
Industry Investment Banking
Experience
Janney Montgomery Scott LLC February 2015 - Present
Full Circle Computing May 2014 - October 2014
BNY Mellon Investor Service October 2010 - February 2014
Morgan Stanley October 2008 - October 2010
HSBC Securities November 2005 - October 2008
Miletus Trading September 2005 - November 2005
Credit Suisse First Boston November 2004 - September 2005
UBS WARBURG / Painwebber December 2003 - November 2004
BEAR STEARNS SECURITIES CORPORATION December 1997 - January 2003
Skills
Accounting, Access, Derivatives, Equities, Finance, Financial Services, Fixed Income, Management, Portfolio Management, Securities, Trading, Back Office, Bonds, Middle Office, Settlement, Capital Markets
Education
University of Maryland College Park 1982 — 1984
Janney Montgomery Scott LLC February 2015 - Present
Full Circle Computing May 2014 - October 2014
BNY Mellon Investor Service October 2010 - February 2014
Morgan Stanley October 2008 - October 2010
HSBC Securities November 2005 - October 2008
Miletus Trading September 2005 - November 2005
Credit Suisse First Boston November 2004 - September 2005
UBS WARBURG / Painwebber December 2003 - November 2004
BEAR STEARNS SECURITIES CORPORATION December 1997 - January 2003
Skills
Accounting, Access, Derivatives, Equities, Finance, Financial Services, Fixed Income, Management, Portfolio Management, Securities, Trading, Back Office, Bonds, Middle Office, Settlement, Capital Markets
Education
University of Maryland College Park 1982 — 1984
Gary DeCoteau's Morgan Stanley Experience 2009 - June 2014
Job Senior Software Engineer
Industry Financial Services
Experience
Investment Management Firm April 2015 - Present
Ascend One June 2014 - March 2015
Morgan Stanley 2009 - June 2014
Sourcefire 2007 - 2009
The Cornerstone Professional Group 2004 - 2007
Impact Innovation 2002 - 2003
Sequoia Software 1999 - 2002
Skills
C#, SQL, JavaScript, ASP.NET, WCF, Web Services, Software Development, Requirements Analysis, Object Oriented Design, Web Application Design, Microsoft SQL Server, Concurrent Programming, NUnit, ReSharper, Win32 API, Infragistics
Education
University of Maryland University College
Information Systems Management
University of Pennsylvania
Chemical Engineering
Investment Management Firm April 2015 - Present
Ascend One June 2014 - March 2015
Morgan Stanley 2009 - June 2014
Sourcefire 2007 - 2009
The Cornerstone Professional Group 2004 - 2007
Impact Innovation 2002 - 2003
Sequoia Software 1999 - 2002
Skills
C#, SQL, JavaScript, ASP.NET, WCF, Web Services, Software Development, Requirements Analysis, Object Oriented Design, Web Application Design, Microsoft SQL Server, Concurrent Programming, NUnit, ReSharper, Win32 API, Infragistics
Education
University of Maryland University College
Information Systems Management
University of Pennsylvania
Chemical Engineering
Adam Wabnik's Morgan Stanley Experience May 2005 - August 2005
Job Account Executive at Travelers
Industry Insurance
Experience
Travelers - Bond and Financial Products June 2006 - Present
Morgan Stanley May 2005 - August 2005
Skills
Underwriting, Surety Bonds, Surety
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Finance
Travelers - Bond and Financial Products June 2006 - Present
Morgan Stanley May 2005 - August 2005
Skills
Underwriting, Surety Bonds, Surety
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Finance
Stephen Thyne's Morgan Stanley Experience September 2011 - Present
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2011 - Present
Barclays 2013 - 2014
Barclays 2013 - 2014
Barclays 2013 - 2014
Goldman Sachs August 2010 - September 2011
Deutsche Bank March 2004 - August 2010
Federal Reserve Bank of New York June 1994 - February 2004
Skills
Banking, Capital Markets, Credit Risk, Derivatives, Financial Risk, Financial Services, Investment Banking, Risk Management, Securities
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
University of Maryland College Park 1985 — 1989
bs, Finance
Morgan Stanley September 2011 - Present
Barclays 2013 - 2014
Barclays 2013 - 2014
Barclays 2013 - 2014
Goldman Sachs August 2010 - September 2011
Deutsche Bank March 2004 - August 2010
Federal Reserve Bank of New York June 1994 - February 2004
Skills
Banking, Capital Markets, Credit Risk, Derivatives, Financial Risk, Financial Services, Investment Banking, Risk Management, Securities
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
University of Maryland College Park 1985 — 1989
bs, Finance
Sanjaya Rajapatirana's Morgan Stanley Experience March 2010 - November 2012
Job AdServer at AppNexus
Industry Financial Services
Experience
AppNexus January 2013 - Present
Morgan Stanley March 2010 - November 2012
Bloomberg June 2006 - March 2010
Art Technology Group August 2004 - June 2006
Primus Knowledge Solutions May 2001 - August 2004
Answerlogic September 2000 - May 2001
Microsoft August 1997 - August 2000
Thomson Corporation 1997 - 1997
Skills
Distributed Systems, Solaris, Sybase, Enterprise Architecture, Unix, Software Development, Enterprise Software, Java, XML, SaaS, OOP, C++, C#
Education
University of Maryland College Park 1992 — 1997
BS x 2, Computer Science, Electrical Engineering
Montgomery Blair High School 1988 — 1992
AppNexus January 2013 - Present
Morgan Stanley March 2010 - November 2012
Bloomberg June 2006 - March 2010
Art Technology Group August 2004 - June 2006
Primus Knowledge Solutions May 2001 - August 2004
Answerlogic September 2000 - May 2001
Microsoft August 1997 - August 2000
Thomson Corporation 1997 - 1997
Skills
Distributed Systems, Solaris, Sybase, Enterprise Architecture, Unix, Software Development, Enterprise Software, Java, XML, SaaS, OOP, C++, C#
Education
University of Maryland College Park 1992 — 1997
BS x 2, Computer Science, Electrical Engineering
Montgomery Blair High School 1988 — 1992
John Yoo's Morgan Stanley Experience September 2005 - February 2007
Job JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase December 2008 - Present
CheckFree Investment Services February 2007 - December 2008
Morgan Stanley September 2005 - February 2007
Citigroup September 2000 - September 2005
Skills
Equities, Mutual Funds, Fixed Income, Alternative Investments, Securities, Investments, Asset Management, Hedge Funds, Performance Measurement, Composites, Analytics, Microsoft Excel, Management, Portfolio Management
Education
University of Massachusetts Lowell 1996 — 2000
BS, Business
JP Morgan Chase December 2008 - Present
CheckFree Investment Services February 2007 - December 2008
Morgan Stanley September 2005 - February 2007
Citigroup September 2000 - September 2005
Skills
Equities, Mutual Funds, Fixed Income, Alternative Investments, Securities, Investments, Asset Management, Hedge Funds, Performance Measurement, Composites, Analytics, Microsoft Excel, Management, Portfolio Management
Education
University of Massachusetts Lowell 1996 — 2000
BS, Business
Lauren Schechter's Morgan Stanley Experience October 2011 - May 2013
Job Vice President, HR Business Partner Fixed Income Division at Credit Suisse
Industry Human Resources
Experience
Credit Suisse May 2013 - Present
Morgan Stanley October 2011 - May 2013
Barclays Capital April 2011 - November 2011
Barclays Capital August 2009 - March 2011
Barclays Capital September 2008 - March 2011
Lehman Brothers April 2008 - September 2008
Lehman Brothers October 2006 - April 2008
IMG October 2005 - October 2006
Skills
Deferred Compensation, HRIS, Onboarding, Employee Relations, Personnel Management, Human Resources, Talent Management, CRM, Compliance, Talent Acquisition, Employee Engagement, Succession Planning
Education
University of Maryland College Park 2001 — 2005
BA, Psychology
Credit Suisse May 2013 - Present
Morgan Stanley October 2011 - May 2013
Barclays Capital April 2011 - November 2011
Barclays Capital August 2009 - March 2011
Barclays Capital September 2008 - March 2011
Lehman Brothers April 2008 - September 2008
Lehman Brothers October 2006 - April 2008
IMG October 2005 - October 2006
Skills
Deferred Compensation, HRIS, Onboarding, Employee Relations, Personnel Management, Human Resources, Talent Management, CRM, Compliance, Talent Acquisition, Employee Engagement, Succession Planning
Education
University of Maryland College Park 2001 — 2005
BA, Psychology
Liming Yang's Morgan Stanley Experience September 2010 - Present
Job Human Resource IT Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
Capgemini 2008 - July 2010
Kanbay July 2007 - July 2008
Adjoined Consulting 2005 - 2007
Sapphire Consutling 2001 - 2005
Skills
Business Analysis, Data Modeling, Business Intelligence, Data Analysis, Data Quality, ETL, SDLC, IT Strategy, Databases, Requirements Analysis, Data Warehousing, Oracle
Education
University of Massachusetts Dartmouth 1994 — 1996
Master of Science (MS), Physics
Morgan Stanley September 2010 - Present
Capgemini 2008 - July 2010
Kanbay July 2007 - July 2008
Adjoined Consulting 2005 - 2007
Sapphire Consutling 2001 - 2005
Skills
Business Analysis, Data Modeling, Business Intelligence, Data Analysis, Data Quality, ETL, SDLC, IT Strategy, Databases, Requirements Analysis, Data Warehousing, Oracle
Education
University of Massachusetts Dartmouth 1994 — 1996
Master of Science (MS), Physics
Guojing Tang's Morgan Stanley Experience June 2010 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
RBS Global Banking & Markets October 2009 - June 2010
BG Group December 2008 - October 2009
Lehman Brothers 2006 - 2008
Skills
Derivatives, Options, Capital Markets, Fixed Income, Equities, Valuation, Financial Modeling, Structured Products, Quantitative Finance, Equity Derivatives, Portfolio Management
Education
University of Maryland College Park 2003 — 2007
PhD, Mathematical Statistics
Xi'an Jiaotong University
Morgan Stanley June 2010 - Present
RBS Global Banking & Markets October 2009 - June 2010
BG Group December 2008 - October 2009
Lehman Brothers 2006 - 2008
Skills
Derivatives, Options, Capital Markets, Fixed Income, Equities, Valuation, Financial Modeling, Structured Products, Quantitative Finance, Equity Derivatives, Portfolio Management
Education
University of Maryland College Park 2003 — 2007
PhD, Mathematical Statistics
Xi'an Jiaotong University
Christine Edwards's Morgan Stanley Experience June 1996 - June 1999
Job Capital Partner, Winston & Strawn
Industry Law Practice
Experience
BMO Financial Group September 2010 - Present
Winston & Strawn LLP August 2003 - Present
Rush University Medical Center 2001 - Present
University of Maryland School of Law March 1995 - Present
Bank One April 2000 - August 2003
ABN AMRO September 1999 - March 2000
Morgan Stanley June 1996 - June 1999
Dean Witter January 1990 - June 1997
Skills
Board Governance, Bank Regulation and..., Financial Regulatory, Internal and special..., Banking Law, Corporate Governance, Defense, Mergers, Securities Regulation, Corporate Law, Legal Writing, Financial Services, Asset Management, Capital Markets, Corporate Finance, Investments, Venture Capital, Private Equity, Hedge Funds, Strategy, Alternative Investments, Mergers & Acquisitions, Executive Management, Due Diligence, Arbitration, Joint Ventures, Securities, Public Policy, Financial Risk, IPO
Education
University of Maryland Francis King Carey School of Law 1979 — 1983
J. D., Law, with Honors
BMO Financial Group September 2010 - Present
Winston & Strawn LLP August 2003 - Present
Rush University Medical Center 2001 - Present
University of Maryland School of Law March 1995 - Present
Bank One April 2000 - August 2003
ABN AMRO September 1999 - March 2000
Morgan Stanley June 1996 - June 1999
Dean Witter January 1990 - June 1997
Skills
Board Governance, Bank Regulation and..., Financial Regulatory, Internal and special..., Banking Law, Corporate Governance, Defense, Mergers, Securities Regulation, Corporate Law, Legal Writing, Financial Services, Asset Management, Capital Markets, Corporate Finance, Investments, Venture Capital, Private Equity, Hedge Funds, Strategy, Alternative Investments, Mergers & Acquisitions, Executive Management, Due Diligence, Arbitration, Joint Ventures, Securities, Public Policy, Financial Risk, IPO
Education
University of Maryland Francis King Carey School of Law 1979 — 1983
J. D., Law, with Honors
Brienne Cook's Morgan Stanley Experience June 2010 - September 2012
Job Experience Manager at EY
Industry Financial Services
Experience
EY August 2014 - Present
Ernst & Young October 2012 - August 2014
Morgan Stanley June 2010 - September 2012
Shattuck Hammond 2010 - 2010
Skills
Recruiting, Financial Analysis, Equities, Fixed Income, Talent Management, Human Resources, Financial Services, Finance, Valuation, Private Equity, Investment Banking, Mergers & Acquisitions
Education
University of Maryland College Park
EY August 2014 - Present
Ernst & Young October 2012 - August 2014
Morgan Stanley June 2010 - September 2012
Shattuck Hammond 2010 - 2010
Skills
Recruiting, Financial Analysis, Equities, Fixed Income, Talent Management, Human Resources, Financial Services, Finance, Valuation, Private Equity, Investment Banking, Mergers & Acquisitions
Education
University of Maryland College Park
Tom McBurney's Morgan Stanley Experience March 2006 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2006 - Present
International Network Services June 2004 - March 2006
Siemens Enterprise Communications July 2000 - June 2004
Lucent Technologies June 1996 - July 2000
GTE Government Systems November 1991 - June 1996
Unisys June 1988 - November 1991
Skills
Professional Services, IT Financial Management, Program Financial..., Financial Risk..., Project Portfolio..., Information Systems..., Communication, Benefit Cost Analysis, Telecommunications, Internetworking, Pre-sales, Data Center, Solution Architecture, IT Strategy, Cloud Computing
Education
University of Maryland University College 2002 — 2005
Bachelor of Science, Information Systems Management
Morgan Stanley March 2006 - Present
International Network Services June 2004 - March 2006
Siemens Enterprise Communications July 2000 - June 2004
Lucent Technologies June 1996 - July 2000
GTE Government Systems November 1991 - June 1996
Unisys June 1988 - November 1991
Skills
Professional Services, IT Financial Management, Program Financial..., Financial Risk..., Project Portfolio..., Information Systems..., Communication, Benefit Cost Analysis, Telecommunications, Internetworking, Pre-sales, Data Center, Solution Architecture, IT Strategy, Cloud Computing
Education
University of Maryland University College 2002 — 2005
Bachelor of Science, Information Systems Management
Preety Tulsian's Morgan Stanley Experience August 2010 - Present
Job Head of Vendor Risk Management at CIT
Industry Financial Services
Experience
CIT March 2012 - Present
Morgan Stanley August 2010 - Present
UBS July 2007 - July 2010
Skills
Financial Risk, Vendor Management, Equities, Portfolio Management, Fixed Income, Derivatives, Risk Management, Financial Services, Strategy, Management, Securities, Capital Markets, Operational Risk, Operational Risk...
Education
University of Maryland Francis King Carey School of Law 2002 — 2005
University of Rochester 1997 — 2001
CIT March 2012 - Present
Morgan Stanley August 2010 - Present
UBS July 2007 - July 2010
Skills
Financial Risk, Vendor Management, Equities, Portfolio Management, Fixed Income, Derivatives, Risk Management, Financial Services, Strategy, Management, Securities, Capital Markets, Operational Risk, Operational Risk...
Education
University of Maryland Francis King Carey School of Law 2002 — 2005
University of Rochester 1997 — 2001
Ira Smelkinson's Morgan Stanley Experience EDMerrill Lynch1986 - 1998
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley EDMerrill Lynch1986 - 1998
Arthur Andersen 1980 - 1984
Skills
Capital Markets, Finance
Education
The University of Chicago 1984 — 1986
MBA, Finance
University of Maryland College Park 1976 — 1980
BS, Accounting
Morgan Stanley EDMerrill Lynch1986 - 1998
Arthur Andersen 1980 - 1984
Skills
Capital Markets, Finance
Education
The University of Chicago 1984 — 1986
MBA, Finance
University of Maryland College Park 1976 — 1980
BS, Accounting
David Haan's Morgan Stanley Experience August 1989 - January 1996
Job itinerant kibitzer
Industry Capital Markets
Experience
UBS Investment Bank August 1999 - May 2008
UBS February 1996 - September 1998
Morgan Stanley August 1989 - January 1996
Security Pacific Bank June 1987 - June 1989
Merrill Lynch August 1984 - May 1987
Education
LFHS
University of Maryland College Park
BS, Math
UBS Investment Bank August 1999 - May 2008
UBS February 1996 - September 1998
Morgan Stanley August 1989 - January 1996
Security Pacific Bank June 1987 - June 1989
Merrill Lynch August 1984 - May 1987
Education
LFHS
University of Maryland College Park
BS, Math
James Hanafin's Morgan Stanley Experience May 2005 - April 2007
Job Director, Complex Supervisory Officer
Industry Financial Services
Experience
UBS May 2009 - Present
Merrill Lynch April 2007 - March 2009
Morgan Stanley May 2005 - April 2007
Citizens Bank August 2003 - August 2005
Education
University of Massachusetts Dartmouth 1988 — 1992
BS, Accounting
UBS May 2009 - Present
Merrill Lynch April 2007 - March 2009
Morgan Stanley May 2005 - April 2007
Citizens Bank August 2003 - August 2005
Education
University of Massachusetts Dartmouth 1988 — 1992
BS, Accounting
Joey Wilder's Morgan Stanley Experience December 2006 - October 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Morgan Stanley December 2006 - October 2011
Edward Jones October 2003 - December 2006
Education
University of South Florida 1992 — 1994
BS, Communications
Saint Petersburg Junior college 1990 — 1992
Associate of Arts (A.A.)
University of Maryland College Park 1986 — 1988
Ameriprise Financial Services, Inc. October 2011 - Present
Morgan Stanley December 2006 - October 2011
Edward Jones October 2003 - December 2006
Education
University of South Florida 1992 — 1994
BS, Communications
Saint Petersburg Junior college 1990 — 1992
Associate of Arts (A.A.)
University of Maryland College Park 1986 — 1988
Sean Leary's Morgan Stanley Experience December 2003 - December 2004
Job Supervisor at Expeditors International
Industry Logistics and Supply Chain
Experience
Expeditors International March 2012 - Present
University of Detroit Jesuit High School and Academy August 2006 - August 2014
Expeditors International January 2011 - June 2013
Expeditors International February 2010 - December 2010
Sports Partners, LLC September 2005 - November 2005
Environmental Disposal Systems February 2005 - August 2005
Morgan Stanley December 2003 - December 2004
Skills
Leadership, Strategic Planning, Public Speaking, Customer Service, Coaching, Microsoft Office, Team Leadership, Logistics
Education
University of Maryland College Park 1999 — 2003
Bachelor of Science, General Business
Detroit Country Day School 1995 — 1999
Expeditors International March 2012 - Present
University of Detroit Jesuit High School and Academy August 2006 - August 2014
Expeditors International January 2011 - June 2013
Expeditors International February 2010 - December 2010
Sports Partners, LLC September 2005 - November 2005
Environmental Disposal Systems February 2005 - August 2005
Morgan Stanley December 2003 - December 2004
Skills
Leadership, Strategic Planning, Public Speaking, Customer Service, Coaching, Microsoft Office, Team Leadership, Logistics
Education
University of Maryland College Park 1999 — 2003
Bachelor of Science, General Business
Detroit Country Day School 1995 — 1999
Victoria Harrell's Morgan Stanley Experience September 2004 - May 2011
Job Client Services Administrator at Yeske Buie
Industry Financial Services
Experience
Yeske Buie January 2015 - Present
Fidelity Investments July 2013 - January 2015
RBC Wealth Management May 2011 - April 2013
Morgan Stanley September 2004 - May 2011
Education
University of Maryland University College 2009 — 2011
Master of Business Administration (MBA)
University of North Carolina at Charlotte 1996 — 2000
BSBA, Marketing
Yeske Buie January 2015 - Present
Fidelity Investments July 2013 - January 2015
RBC Wealth Management May 2011 - April 2013
Morgan Stanley September 2004 - May 2011
Education
University of Maryland University College 2009 — 2011
Master of Business Administration (MBA)
University of North Carolina at Charlotte 1996 — 2000
BSBA, Marketing
David Sun's Morgan Stanley Experience January 2010 - April 2010
Job Associate at Richter Bober Asset Management
Industry Investment Management
Experience
Richter Bober Asset Management June 2010 - Present
Morgan Stanley January 2010 - April 2010
Discovery Communications September 2008 - December 2008
Wells Fargo June 2008 - August 2008
KLM Marketing Services August 2007 - November 2007
MicroServe Consulting, Inc. June 2007 - August 2007
Skills
Financial Modeling
Education
University of Maryland College Park 2005 — 2009
Economics & Statistics
Richter Bober Asset Management June 2010 - Present
Morgan Stanley January 2010 - April 2010
Discovery Communications September 2008 - December 2008
Wells Fargo June 2008 - August 2008
KLM Marketing Services August 2007 - November 2007
MicroServe Consulting, Inc. June 2007 - August 2007
Skills
Financial Modeling
Education
University of Maryland College Park 2005 — 2009
Economics & Statistics
Kristen Tavella's Morgan Stanley Experience May 2006 - February 2007
Job VP, Performance Measurement Manager
Industry Financial Services
Experience
PNC Asset Management August 2012 - Present
PNC Wealth Management March 2007 - August 2012
Morgan Stanley May 2006 - February 2007
Delaware Investments, a member of the Macquarie Group May 2002 - May 2006
Skills
Bloomberg, Excel, PowerPoint, Access, Zephyr Style Advisor, Project Management, Wealth Management..., Management, Microsoft Office, Mutual Funds, Performance Measurement, Investment Management, Alternative Investments, Fixed Income, Equities, Asset Allocation, Asset Management, Financial Services, Microsoft Excel, Investments
Education
University of Maryland University College 2008 — 2012
Masters, Business Administration
LaSalle University 1998 — 2002
Bachelor of Arts, Dual, Marketing & Management Information Systems
PNC Asset Management August 2012 - Present
PNC Wealth Management March 2007 - August 2012
Morgan Stanley May 2006 - February 2007
Delaware Investments, a member of the Macquarie Group May 2002 - May 2006
Skills
Bloomberg, Excel, PowerPoint, Access, Zephyr Style Advisor, Project Management, Wealth Management..., Management, Microsoft Office, Mutual Funds, Performance Measurement, Investment Management, Alternative Investments, Fixed Income, Equities, Asset Allocation, Asset Management, Financial Services, Microsoft Excel, Investments
Education
University of Maryland University College 2008 — 2012
Masters, Business Administration
LaSalle University 1998 — 2002
Bachelor of Arts, Dual, Marketing & Management Information Systems
Brittany Lerner's Morgan Stanley Experience September 2014 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Adams and Company June 2013 - August 2013
Sweetgreen February 2012 - December 2012
Hampton Country Day Camp July 2012 - August 2012
EFG :: Entertainment Fusion Group May 2011 - June 2011
Skills
Microsoft Excel, Equity Research Analysis, Bloomberg, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Photoshop, Customer Service, Team Leadership, Spanish, Leadership, Research, Business Strategy, Commercial Real Estate...
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Scarsdale High School 2006 — 2010
Morgan Stanley September 2014 - Present
Adams and Company June 2013 - August 2013
Sweetgreen February 2012 - December 2012
Hampton Country Day Camp July 2012 - August 2012
EFG :: Entertainment Fusion Group May 2011 - June 2011
Skills
Microsoft Excel, Equity Research Analysis, Bloomberg, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Photoshop, Customer Service, Team Leadership, Spanish, Leadership, Research, Business Strategy, Commercial Real Estate...
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Scarsdale High School 2006 — 2010
Tommy Bonafede's Morgan Stanley Experience August 2000 - February 2002
Job Account Executive, Wells Fargo Private Risk Management
Industry Insurance
Experience
Wells Fargo Private Risk Management January 2015 - Present
United States Navy Reserve August 1994 - Present
CACI International Inc July 2013 - December 2014
Booz Allen Hamilton August 2004 - July 2013
JPMorgan Chase & Co. March 2003 - August 2004
AIG VALIC February 2002 - March 2003
Morgan Stanley August 2000 - February 2002
Prudential Financial October 1998 - August 2000
Skills
Certified Knowledge..., Organizational..., Leadership, Information Assurance, Air Force, Strategic Planning, Process Improvement, Project Management, Operational Planning, Policy, Crisis Management, Operations Management, Analysis, Emergency Management, Program Management, Government Contracting, Team Leadership, Data Analysis, Training, Knowledge Management, Risk Management, Integration, Management, Property & Casualty..., Risk Analysis
Education
University of Maryland University College 2005 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
University of South Florida 2000 — 2002
Wells Fargo Private Risk Management January 2015 - Present
United States Navy Reserve August 1994 - Present
CACI International Inc July 2013 - December 2014
Booz Allen Hamilton August 2004 - July 2013
JPMorgan Chase & Co. March 2003 - August 2004
AIG VALIC February 2002 - March 2003
Morgan Stanley August 2000 - February 2002
Prudential Financial October 1998 - August 2000
Skills
Certified Knowledge..., Organizational..., Leadership, Information Assurance, Air Force, Strategic Planning, Process Improvement, Project Management, Operational Planning, Policy, Crisis Management, Operations Management, Analysis, Emergency Management, Program Management, Government Contracting, Team Leadership, Data Analysis, Training, Knowledge Management, Risk Management, Integration, Management, Property & Casualty..., Risk Analysis
Education
University of Maryland University College 2005 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
University of South Florida 2000 — 2002
Emir Aziz's Morgan Stanley Experience 2005 - 2006
Job Commodities Trader
Industry Financial Services
Experience
Trinity Trading/The Neil Citrone Group 2006 - 2010
Morgan Stanley 2005 - 2006
Education
University of Maryland College Park
BS
Trinity Trading/The Neil Citrone Group 2006 - 2010
Morgan Stanley 2005 - 2006
Education
University of Maryland College Park
BS
Bryan Sammons's Morgan Stanley Experience July 2012 - April 2014
Job Graduate Student
Industry Renewables & Environment
Experience
The Whiting-Turner Contracting Company April 2015 - August 2015
AmeriCorps May 2014 - August 2014
Morgan Stanley July 2012 - April 2014
Financial Industry Regulatory Authority October 2011 - May 2012
Smithsonian Institution June 2010 - July 2010
Education
University of Maryland College Park 2014 — 2015
Master of Engineering (M.Eng.), Sustainable Energy Engineering, Graduate
University of Maryland College Park 2006 — 2010
Bachelors of Science, Fire Protection Engineering
The Whiting-Turner Contracting Company April 2015 - August 2015
AmeriCorps May 2014 - August 2014
Morgan Stanley July 2012 - April 2014
Financial Industry Regulatory Authority October 2011 - May 2012
Smithsonian Institution June 2010 - July 2010
Education
University of Maryland College Park 2014 — 2015
Master of Engineering (M.Eng.), Sustainable Energy Engineering, Graduate
University of Maryland College Park 2006 — 2010
Bachelors of Science, Fire Protection Engineering
Chad Lemko's Morgan Stanley Experience 2003 - Present
Job Senior Training Specialist at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2007 - Present
Morgan Stanley 2003 - Present
Education
University of Maryland College Park 2000 — 2003
Bachelor of Arts, Economics
Morgan Stanley Wealth Management August 2007 - Present
Morgan Stanley 2003 - Present
Education
University of Maryland College Park 2000 — 2003
Bachelor of Arts, Economics
Allison Lucchese's Morgan Stanley Experience January 2014 - Present
Job Vice President, Commission Management Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley May 2009 - Present
Morgan Stanley July 2008 - May 2009
Education
University of Maryland College Park 2004 — 2008
BS, International Business & Spanish
Morgan Stanley January 2014 - Present
Morgan Stanley May 2009 - Present
Morgan Stanley July 2008 - May 2009
Education
University of Maryland College Park 2004 — 2008
BS, International Business & Spanish
Brad Horowitz's Morgan Stanley Experience January 2013 - Present
Job Vice President Bank Resource at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley May 2006 - December 2012
FRM January 2004 - May 2006
Morgan Stanley November 1999 - January 2004
Bear Stearns October 1997 - October 1999
Education
University of Maryland College Park 1993 — 1997
Bachelor of Arts, Political Science
Morgan Stanley January 2013 - Present
Morgan Stanley May 2006 - December 2012
FRM January 2004 - May 2006
Morgan Stanley November 1999 - January 2004
Bear Stearns October 1997 - October 1999
Education
University of Maryland College Park 1993 — 1997
Bachelor of Arts, Political Science
Andrew Sweitzer's Morgan Stanley Experience November 2012 - Present
Job Compliance Associate and Team Lead at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley November 2012 - Present
St. Mary's College of Maryland: Department of Public Safety February 2012 - May 2012
St. Mary's College of Maryland: Judicial Affairs September 2011 - May 2012
St. Mary's College of Maryland: Office of Residence Life August 2011 - May 2012
Brown, Brown & Young May 2011 - August 2011
St. Mary's College of Maryland: Judicial Affairs September 2010 - May 2011
Skills
Compliance, FINRA, Legal Research, Data and Information..., Capacity Management, Financial Services, Verbal and Written..., Presentations
Education
University of Maryland Francis King Carey School of Law 2013 — 2017
Doctor of Law (J.D.), Current GPA: 3.79
St. Mary's College of Maryland: The Public Honors College 2008 — 2012
Bachelor of Arts (B.A.), Political Science, GPA: 3.9
Fallston High School 2004 — 2008
High School Diploma
Morgan Stanley November 2012 - Present
St. Mary's College of Maryland: Department of Public Safety February 2012 - May 2012
St. Mary's College of Maryland: Judicial Affairs September 2011 - May 2012
St. Mary's College of Maryland: Office of Residence Life August 2011 - May 2012
Brown, Brown & Young May 2011 - August 2011
St. Mary's College of Maryland: Judicial Affairs September 2010 - May 2011
Skills
Compliance, FINRA, Legal Research, Data and Information..., Capacity Management, Financial Services, Verbal and Written..., Presentations
Education
University of Maryland Francis King Carey School of Law 2013 — 2017
Doctor of Law (J.D.), Current GPA: 3.79
St. Mary's College of Maryland: The Public Honors College 2008 — 2012
Bachelor of Arts (B.A.), Political Science, GPA: 3.9
Fallston High School 2004 — 2008
High School Diploma
Deven Chokshi's Morgan Stanley Experience September 2007 - August 2008
Job Proprietor
Industry Food & Beverages
Experience
Self-employed April 2011 - Present
Brown Advisory March 2010 - August 2010
BOPAT Electric Company Incorporated August 2008 - February 2010
Morgan Stanley September 2007 - August 2008
Education
University of Maryland College Park 2001 — 2005
Bachelor of Arts (B.A.), Economics
Self-employed April 2011 - Present
Brown Advisory March 2010 - August 2010
BOPAT Electric Company Incorporated August 2008 - February 2010
Morgan Stanley September 2007 - August 2008
Education
University of Maryland College Park 2001 — 2005
Bachelor of Arts (B.A.), Economics
Dustin Bateson's Morgan Stanley Experience August 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Chesapeake Testing & Balancing Engineers, Inc. May 2010 - August 2014
Chesapeake Testing & Balancing Engineers, Inc. May 2009 - May 2010
Fluharty's Electric May 2005 - April 2009
Skills
Time Management, Microsoft Excel, Analysis, Deadline Oriented, Project Bidding, Job Estimating, Managing Deadlines, Financial Analysis, Derivatives, Finance, Material Take Off, Banking, Derivative Operations, Event Planning, Goal Oriented, Real Time Reports
Education
University of Maryland College Park 2011 — 2013
Bachelor's Degree, Economics
Morgan Stanley August 2014 - Present
Chesapeake Testing & Balancing Engineers, Inc. May 2010 - August 2014
Chesapeake Testing & Balancing Engineers, Inc. May 2009 - May 2010
Fluharty's Electric May 2005 - April 2009
Skills
Time Management, Microsoft Excel, Analysis, Deadline Oriented, Project Bidding, Job Estimating, Managing Deadlines, Financial Analysis, Derivatives, Finance, Material Take Off, Banking, Derivative Operations, Event Planning, Goal Oriented, Real Time Reports
Education
University of Maryland College Park 2011 — 2013
Bachelor's Degree, Economics
Fushpal Suri's Morgan Stanley Experience July 2014 - Present
Job Vice President, Equities Derivatives
Industry Investment Banking
Experience
Morgan Stanley July 2014 - Present
Goldman Sachs June 2006 - July 2014
Skills
Equities Derivatives..., Automated Trading, Electronic Trading, Options Strategies, Trading Systems, Trading Strategies, Algorithm Development, Algorithms, Equities Technology, Options, Equity Derivatives
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science (BS), Computer Engineering
Air Force golden jubilee institute 1993 — 2002
Morgan Stanley July 2014 - Present
Goldman Sachs June 2006 - July 2014
Skills
Equities Derivatives..., Automated Trading, Electronic Trading, Options Strategies, Trading Systems, Trading Strategies, Algorithm Development, Algorithms, Equities Technology, Options, Equity Derivatives
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science (BS), Computer Engineering
Air Force golden jubilee institute 1993 — 2002
Sarth Mehta's Morgan Stanley Experience June 2015 - August 2015
Job Student at University of Maryland College Park
Industry Investment Management
Experience
Philadelphia Works July 2015 - August 2015
Morgan Stanley June 2015 - August 2015
Robert H. Smith School of Business, University of Maryland January 2015 - May 2015
Kempo Family Fitness September 2009 - September 2013
Voorhees Economics Development Committee May 2013 - August 2013
Skills
Finance, Event Planning, Marketing, Time Management, Fundraising, Entrepreneurship, Budgets, Social Networking, Facebook, Accounting, Microsoft Office, Teaching
Education
University of Maryland College Park 2013 — 2017
Sophomore - BS, Accounting and Finance
Philadelphia Works July 2015 - August 2015
Morgan Stanley June 2015 - August 2015
Robert H. Smith School of Business, University of Maryland January 2015 - May 2015
Kempo Family Fitness September 2009 - September 2013
Voorhees Economics Development Committee May 2013 - August 2013
Skills
Finance, Event Planning, Marketing, Time Management, Fundraising, Entrepreneurship, Budgets, Social Networking, Facebook, Accounting, Microsoft Office, Teaching
Education
University of Maryland College Park 2013 — 2017
Sophomore - BS, Accounting and Finance
Gregg Warner's Morgan Stanley Experience October 2000 - April 2003
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James Financial Inc. 2003 - 2011
Morgan Stanley October 2000 - April 2003
Education
University of Maryland College Park 1983 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Raymond James Financial Inc. 2003 - 2011
Morgan Stanley October 2000 - April 2003
Education
University of Maryland College Park 1983 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Brian Gilday's Morgan Stanley Experience June 2005 - January 2008
Job Senior Global Equity Trader at Marvin & Palmer Associates, Inc
Industry Investment Management
Experience
Marvin & Palmer Associates, Inc January 2008 - Present
Morgan Stanley June 2005 - January 2008
Morgan Stanley January 1997 - June 2005
Education
University of Maryland College Park
Economics
Marvin & Palmer Associates, Inc January 2008 - Present
Morgan Stanley June 2005 - January 2008
Morgan Stanley January 1997 - June 2005
Education
University of Maryland College Park
Economics
lalo guzman's Morgan Stanley Experience February 2001 - Present
Job lees sandwitchees at Morgan Stanley
Industry
Experience
Morgan Stanley February 2001 - Present
Education
University of Maryland College Park 1999 — 2006
Morgan Stanley February 2001 - Present
Education
University of Maryland College Park 1999 — 2006
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS