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.
Morgan Stanley Salaries. You can even request information on how much does Morgan Stanley pay if you want to. Learn about salaries, pros and cons of working for Morgan Stanley directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Abbey Lipson Abbey Lipson's Morgan Stanley Experience October 2014 - Present
Job CMBS Underwriting Analyst
Industry Commercial Real Estate
Experience
Morgan Stanley October 2014 - Present
EY August 2012 - September 2014
Capmark bank June 2010 - August 2010
Capita June 2009 - August 2009
Education
University of Miami - School of Business 2008 — 2012
Bachelor's Degree, Finance, Magna Cum Laude
University of Sydney 2011 — 2011
Commerce
W.T. Woodson High School
Morgan Stanley October 2014 - Present
EY August 2012 - September 2014
Capmark bank June 2010 - August 2010
Capita June 2009 - August 2009
Education
University of Miami - School of Business 2008 — 2012
Bachelor's Degree, Finance, Magna Cum Laude
University of Sydney 2011 — 2011
Commerce
W.T. Woodson High School
Ronald Maggio Ronald Maggio's Morgan Stanley Experience May 1987 - January 1989
Job President at MSS Electronics Inc
Industry Security and Investigations
Experience
American Express October 1988 - September 1992
Morgan Stanley May 1987 - January 1989
Skills
Strategic Planning, Access Control, Marketing Strategy, Marketing, New Business Development, Security, Surveillance, Sales, Operations Management, Human Resources, Internet Strategy, Call Centers, Healthcare Information..., Management, Project Management, Project Planning, Customer Retention, Customer Acquisition..., Customer Satisfaction, Alarm Systems, Strategy, Social Media Marketing, Advertising, Social Media, Business Development
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Arts (B.A.), Business Management and Public Relations
American Express October 1988 - September 1992
Morgan Stanley May 1987 - January 1989
Skills
Strategic Planning, Access Control, Marketing Strategy, Marketing, New Business Development, Security, Surveillance, Sales, Operations Management, Human Resources, Internet Strategy, Call Centers, Healthcare Information..., Management, Project Management, Project Planning, Customer Retention, Customer Acquisition..., Customer Satisfaction, Alarm Systems, Strategy, Social Media Marketing, Advertising, Social Media, Business Development
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Arts (B.A.), Business Management and Public Relations
Fengjun Yuan Fengjun Yuan's Morgan Stanley Experience December 2012 - January 2013
Job Student at University of Miami
Industry Accounting
Experience
University of Miami August 2012 - Present
University of Miami Office of Audit and Advisory Services May 2015 - August 2015
University of Miami Academic Resource Center September 2014 - May 2015
EY July 2014 - August 2014
Morgan Stanley December 2012 - January 2013
Shenzhen Development Bank July 2012 - July 2012
South Dade Senior High School September 2010 - June 2012
University of Florida Library Homestead Branch June 2011 - August 2011
Skills
Microsoft Office, C++, Mandarin, Leadership, Research, Teamwork, Translation, Fast Learner, Academic Tutoring, Mathematics, Assistant Teaching, Microsoft Excel, Microsoft Word, PowerPoint, International Travel, Library Management, Piano, Singing
Education
University of Miami - School of Business 2012 — 2016
Bachelor’s Degree, Accounting and Finance, 3.51
University of Miami August 2012 - Present
University of Miami Office of Audit and Advisory Services May 2015 - August 2015
University of Miami Academic Resource Center September 2014 - May 2015
EY July 2014 - August 2014
Morgan Stanley December 2012 - January 2013
Shenzhen Development Bank July 2012 - July 2012
South Dade Senior High School September 2010 - June 2012
University of Florida Library Homestead Branch June 2011 - August 2011
Skills
Microsoft Office, C++, Mandarin, Leadership, Research, Teamwork, Translation, Fast Learner, Academic Tutoring, Mathematics, Assistant Teaching, Microsoft Excel, Microsoft Word, PowerPoint, International Travel, Library Management, Piano, Singing
Education
University of Miami - School of Business 2012 — 2016
Bachelor’s Degree, Accounting and Finance, 3.51
James B. Titus, CFP®, CIMA® James B. Titus, CFP®, CIMA®'s Morgan Stanley Experience 2002 - 2005
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2005 - Present
Morgan Stanley 2002 - 2005
Education
University of Massachusetts, Amherst 1993 — 1998
Bacherlor of Arts
Charles Schwab June 2005 - Present
Morgan Stanley 2002 - 2005
Education
University of Massachusetts, Amherst 1993 — 1998
Bacherlor of Arts
Jeff Steiner Jeff Steiner's Morgan Stanley Experience January 2015 - June 2015
Job Research Associate at Harvard Business School
Industry Research
Experience
Harvard Business School July 2015 - Present
Morgan Stanley January 2015 - June 2015
Morgan Stanley January 2014 - December 2014
Morgan Stanley June 2013 - December 2013
Morgan Stanley January 2013 - June 2013
Morgan Stanley June 2011 - December 2012
Planet Finance Southern Africa March 2011 - May 2011
Morgan Stanley June 2010 - August 2010
Starboard Cruise Services February 2010 - April 2010
Education
University of Miami 2007 — 2010
Bachelor of Business Administration, Management, Psychology
Wirtschaftsuniversität Wien
Vienna University of Economics and Business
Harvard Business School July 2015 - Present
Morgan Stanley January 2015 - June 2015
Morgan Stanley January 2014 - December 2014
Morgan Stanley June 2013 - December 2013
Morgan Stanley January 2013 - June 2013
Morgan Stanley June 2011 - December 2012
Planet Finance Southern Africa March 2011 - May 2011
Morgan Stanley June 2010 - August 2010
Starboard Cruise Services February 2010 - April 2010
Education
University of Miami 2007 — 2010
Bachelor of Business Administration, Management, Psychology
Wirtschaftsuniversität Wien
Vienna University of Economics and Business
Bryan Lynn Bryan Lynn's Morgan Stanley Experience August 2008 - July 2011
Job Product Marketing @Google, Founder @UberContacts
Industry Internet
Experience
UberContacts January 2014 - Present
Google June 2011 - Present
Morgan Stanley August 2008 - July 2011
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts (B.A.), Economics
UberContacts January 2014 - Present
Google June 2011 - Present
Morgan Stanley August 2008 - July 2011
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts (B.A.), Economics
Benjamin E. Long Benjamin E. Long's Morgan Stanley Experience June 2006 - January 2008
Job Senior Investment Consultant
Industry Financial Services
Experience
Natixis Global Asset Management January 2015 - Present
Natixis Global Asset Management November 2010 - January 2015
Meltwater Group November 2008 - February 2010
JP Morgan March 2008 - November 2008
Morgan Stanley June 2006 - January 2008
Skills
Investments, Finance, Asset Managment, Market Research, Management, Portfolio Management, Sales, Asset Management, Equities, Series 63, Series 7
Education
University of Miami - School of Business 2002 — 2006
BBA, Finance/Political Science
Natixis Global Asset Management January 2015 - Present
Natixis Global Asset Management November 2010 - January 2015
Meltwater Group November 2008 - February 2010
JP Morgan March 2008 - November 2008
Morgan Stanley June 2006 - January 2008
Skills
Investments, Finance, Asset Managment, Market Research, Management, Portfolio Management, Sales, Asset Management, Equities, Series 63, Series 7
Education
University of Miami - School of Business 2002 — 2006
BBA, Finance/Political Science
Richard Landi Richard Landi's Morgan Stanley Experience February 1991 - April 2006
Job RP, Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2010 - Present
Wachovia/Wells Fargo Advisor May 2006 - January 2010
Morgan Stanley February 1991 - April 2006
Education
University of Miami - School of Business 1980 — 1983
BA Finance, Finance, General
Mount Scenario College - Ladysmith, WI. 1978 — 1980
Miami Palmetto Senior High 1975 — 1978
Ameriprise Financial Services, Inc. January 2010 - Present
Wachovia/Wells Fargo Advisor May 2006 - January 2010
Morgan Stanley February 1991 - April 2006
Education
University of Miami - School of Business 1980 — 1983
BA Finance, Finance, General
Mount Scenario College - Ladysmith, WI. 1978 — 1980
Miami Palmetto Senior High 1975 — 1978
Jacqueline Eckenroad Jacqueline Eckenroad's Morgan Stanley Experience 2006 - 2006
Job Registered Nurse DaVita
Industry Hospital & Health Care
Experience
CareFlow April 2011 - August 2012
Sysco September 2007 - May 2009
Morgan Stanley 2006 - 2006
Education
Delaware Technical and Community College-Stanton-Wilmington 2009 — 2012
Associate's degree, Registered Nursing/Registered Nurse
University of Miami - School of Business 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, Honors
CareFlow April 2011 - August 2012
Sysco September 2007 - May 2009
Morgan Stanley 2006 - 2006
Education
Delaware Technical and Community College-Stanton-Wilmington 2009 — 2012
Associate's degree, Registered Nursing/Registered Nurse
University of Miami - School of Business 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, Honors
Robert Poselle Robert Poselle's Morgan Stanley Experience June 2004 - July 2013
Job Director at Citi
Industry Financial Services
Experience
Citi July 2013 - Present
Morgan Stanley June 2004 - July 2013
Morgan Stanley January 1997 - May 2004
Morgan Stanley January 1991 - December 1996
Turner Construction August 1989 - November 1990
Skills
Regulatory Reporting, Financial Accounting, Financial Analysis, Capital Markets, Derivatives, Finance, Fixed Income, Valuation, Financial Reporting, Foreign Exchange, Financial Services, Auditing, Internal Controls, Accounting, Options, Forecasting, Financial Modeling, Loans, Financial Risk, Hedge Funds, Investment Banking
Education
University of Massachusetts, Amherst 1985 — 1989
BA, Business Management
Citi July 2013 - Present
Morgan Stanley June 2004 - July 2013
Morgan Stanley January 1997 - May 2004
Morgan Stanley January 1991 - December 1996
Turner Construction August 1989 - November 1990
Skills
Regulatory Reporting, Financial Accounting, Financial Analysis, Capital Markets, Derivatives, Finance, Fixed Income, Valuation, Financial Reporting, Foreign Exchange, Financial Services, Auditing, Internal Controls, Accounting, Options, Forecasting, Financial Modeling, Loans, Financial Risk, Hedge Funds, Investment Banking
Education
University of Massachusetts, Amherst 1985 — 1989
BA, Business Management
Matthew Motta Matthew Motta's Morgan Stanley Experience May 2013 - July 2013
Job University of Miami School of Business Student
Industry Accounting
Experience
PwC June 2015 - August 2015
Citrix May 2014 - August 2014
Patti & Allan Herbert Wellness Center August 2012 - December 2013
Morgan Stanley May 2013 - July 2013
Skills
Teamwork, Leadership, Accounting, Time Management, Microsoft Office, Volunteering, Microsoft Word, Technical Analysis, Initiation, Management, Microsoft Excel
Education
University of Miami - School of Business 2012 — 2016
Bachelor of Business Administration (BBA)
PwC June 2015 - August 2015
Citrix May 2014 - August 2014
Patti & Allan Herbert Wellness Center August 2012 - December 2013
Morgan Stanley May 2013 - July 2013
Skills
Teamwork, Leadership, Accounting, Time Management, Microsoft Office, Volunteering, Microsoft Word, Technical Analysis, Initiation, Management, Microsoft Excel
Education
University of Miami - School of Business 2012 — 2016
Bachelor of Business Administration (BBA)
Christine Sinicrope Christine Sinicrope's Morgan Stanley Experience February 2014 - May 2015
Job Mutual Fund Analyst at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Morgan Stanley February 2014 - May 2015
The Leukemia & Lymphoma Society May 2013 - August 2013
Skills
Leadership, PowerPoint, Fundraising, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Management, Advertising, Sales, Marketing Strategy, Marketing, Event Planning, Customer Service, Social Media, Presentation Skills, Communication
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Business Management
Palm Harbor University High School 2007 — 2011
International Baccalaureate Program
Raymond James Financial, Inc. June 2015 - Present
Morgan Stanley February 2014 - May 2015
The Leukemia & Lymphoma Society May 2013 - August 2013
Skills
Leadership, PowerPoint, Fundraising, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Management, Advertising, Sales, Marketing Strategy, Marketing, Event Planning, Customer Service, Social Media, Presentation Skills, Communication
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Business Management
Palm Harbor University High School 2007 — 2011
International Baccalaureate Program
Brian Lynn's Morgan Stanley Experience June 2005 - August 2005
Job Sr. Product Marketing Manager @Twitter | Angel Investor @Blispay @Tablelist | Formerly @MorganStanley @Jefferies
Industry Internet
Experience
Twitter December 2014 - Present
Twitter April 2014 - November 2014
Tablelist July 2014 - July 2014
Twitter August 2013 - April 2014
Mobee February 2013 - August 2013
Smarterer January 2012 - July 2013
2Nova Interactive November 2009 - January 2012
Jefferies & Company August 2007 - July 2009
Morgan Stanley June 2005 - August 2005
Skills
Product Marketing, Growth Hacking, Lean Startup, iOS Development, User Experience, Ruby on Rails, JavaScript, jQuery, CSS, PHP, HTML, MySQL, Investment Banking, Mergers, Acquisitions, IPO, Capital Markets, Financial Modeling, Valuation, Microsoft Excel, PowerPoint
Education
University of Massachusetts, Amherst 2002 — 2006
B.A., Economics
Twitter December 2014 - Present
Twitter April 2014 - November 2014
Tablelist July 2014 - July 2014
Twitter August 2013 - April 2014
Mobee February 2013 - August 2013
Smarterer January 2012 - July 2013
2Nova Interactive November 2009 - January 2012
Jefferies & Company August 2007 - July 2009
Morgan Stanley June 2005 - August 2005
Skills
Product Marketing, Growth Hacking, Lean Startup, iOS Development, User Experience, Ruby on Rails, JavaScript, jQuery, CSS, PHP, HTML, MySQL, Investment Banking, Mergers, Acquisitions, IPO, Capital Markets, Financial Modeling, Valuation, Microsoft Excel, PowerPoint
Education
University of Massachusetts, Amherst 2002 — 2006
B.A., Economics
Bettina Schumacher Bettina Schumacher's Morgan Stanley Experience January 2015 - Present
Job Student at University of Miami
Industry
Experience
Morgan Stanley January 2015 - Present
University of Miami Patti and Allan Herbert Wellness Center September 2012 - Present
EBP Cycling Lab December 2012 - December 2013
Alf's Golf Shop December 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Final Cut Pro, Final Cut Express, iOS, Team Leadership, Teamwork, Finance
Education
University of Miami 2012 — 2016
Bachelor of Science in Business Administration, Accounting and Finance
Miami Palmetto Senior High School 2008 — 2012
Morgan Stanley January 2015 - Present
University of Miami Patti and Allan Herbert Wellness Center September 2012 - Present
EBP Cycling Lab December 2012 - December 2013
Alf's Golf Shop December 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Final Cut Pro, Final Cut Express, iOS, Team Leadership, Teamwork, Finance
Education
University of Miami 2012 — 2016
Bachelor of Science in Business Administration, Accounting and Finance
Miami Palmetto Senior High School 2008 — 2012
Taylor Schmidt Taylor Schmidt's Morgan Stanley Experience May 2011 - August 2011
Job Actuarial Analyst at Milliman
Industry Financial Services
Experience
Milliman August 2014 - Present
University of Michigan September 2010 - May 2014
Milliman May 2013 - August 2013
Morgan Stanley May 2011 - August 2011
Kellogg School of Management May 2011 - August 2011
Ravinia Festival June 2010 - August 2011
Richard A. Schmidt DDS July 2010 - September 2010
Skills
Spanish, PowerPoint, Facebook, Actuarial Science, Actuarial Exams, Spanish-speaking, Spanish-English, Microsoft Word, Microsoft Excel, C++, Twitter, Mathematics, Fundraising, People Skills, Building Relationships, Morale, Organization, Non-profits, Team Leadership
Education
University of Michigan 2010 — 2014
Bachelor of Science (BS), Actuarial Mathematics
Center for Inter-American Studies 2012 — 2012
Spanish Language and Literature
Deerfield High School 2006 — 2010
Valedictorian
Aptakisic
Milliman August 2014 - Present
University of Michigan September 2010 - May 2014
Milliman May 2013 - August 2013
Morgan Stanley May 2011 - August 2011
Kellogg School of Management May 2011 - August 2011
Ravinia Festival June 2010 - August 2011
Richard A. Schmidt DDS July 2010 - September 2010
Skills
Spanish, PowerPoint, Facebook, Actuarial Science, Actuarial Exams, Spanish-speaking, Spanish-English, Microsoft Word, Microsoft Excel, C++, Twitter, Mathematics, Fundraising, People Skills, Building Relationships, Morale, Organization, Non-profits, Team Leadership
Education
University of Michigan 2010 — 2014
Bachelor of Science (BS), Actuarial Mathematics
Center for Inter-American Studies 2012 — 2012
Spanish Language and Literature
Deerfield High School 2006 — 2010
Valedictorian
Aptakisic
Priscilla Young Priscilla Young's Morgan Stanley Experience September 2015 - Present
Job Corporate Treasury at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley April 2013 - September 2015
Morgan Stanley April 2013 - September 2015
Morgan Stanley June 2012 - April 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Organization, Outlook, Event Planning, Office Administration, Administrative..., SMAART, Micros, Taleo, Management, Sales, Invoicing
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Arts (BA), Hospitality Administration/Management
Morgan Stanley September 2015 - Present
Morgan Stanley April 2013 - September 2015
Morgan Stanley April 2013 - September 2015
Morgan Stanley June 2012 - April 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Organization, Outlook, Event Planning, Office Administration, Administrative..., SMAART, Micros, Taleo, Management, Sales, Invoicing
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Arts (BA), Hospitality Administration/Management
Dan Lovaglio Dan Lovaglio's Morgan Stanley Experience March 2015 - Present
Job Operations Support at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley March 2015 - Present
Rand Commercial Services May 2014 - January 2015
Rockland Lake Golf Course March 2010 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Research, Windows, Data Analysis, Financial Modeling, Finance, Analysis, Risk Management, Access, Financial Analysis, Commercial Real Estate
Education
University of Massachusetts, Amherst 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General, GPA: 3.7 / 4
Morgan Stanley March 2015 - Present
Rand Commercial Services May 2014 - January 2015
Rockland Lake Golf Course March 2010 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Research, Windows, Data Analysis, Financial Modeling, Finance, Analysis, Risk Management, Access, Financial Analysis, Commercial Real Estate
Education
University of Massachusetts, Amherst 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General, GPA: 3.7 / 4
Robert Wolfe Robert Wolfe's Morgan Stanley Experience September 1999 - September 2001
Job Sales and Business Development
Industry Building Materials
Experience
The Garland Company, Inc. April 2005 - November 2013
Stonhard January 2004 - April 2005
World Co Financial September 2001 - January 2004
Morgan Stanley September 1999 - September 2001
Metro Roofing and Sheet Metal Works Inc. April 1989 - September 1999
Skills
Project Management, Contractors, Finance, Contract Management, Construction, Building Materials, Leadership, Product Development, New Business Development, Strategic Planning, Sales Operations, Selling, Sales, Business Development, Sales Management, Cold Calling, Account Management, Business Strategy, Key Account Management, Forecasting, Salesforce.com, Marketing Strategy, Financial Analysis, Credit, Training, Business Planning, Marketing, Solution Selling, Management, Contract Negotiation, Budgets, Direct Sales, Real Estate, Process Scheduler, Negotiation, Team Building, Customer Service, Product Marketing, Product Management, Purchasing, Operations Management, Pricing, B2B
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting
The Garland Company, Inc. April 2005 - November 2013
Stonhard January 2004 - April 2005
World Co Financial September 2001 - January 2004
Morgan Stanley September 1999 - September 2001
Metro Roofing and Sheet Metal Works Inc. April 1989 - September 1999
Skills
Project Management, Contractors, Finance, Contract Management, Construction, Building Materials, Leadership, Product Development, New Business Development, Strategic Planning, Sales Operations, Selling, Sales, Business Development, Sales Management, Cold Calling, Account Management, Business Strategy, Key Account Management, Forecasting, Salesforce.com, Marketing Strategy, Financial Analysis, Credit, Training, Business Planning, Marketing, Solution Selling, Management, Contract Negotiation, Budgets, Direct Sales, Real Estate, Process Scheduler, Negotiation, Team Building, Customer Service, Product Marketing, Product Management, Purchasing, Operations Management, Pricing, B2B
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting
Josh Weisman Josh Weisman's Morgan Stanley Experience June 2011 - August 2011
Job Head student manager at University of Miami Mens Basketball
Industry Sports
Experience
university of miami mens basketball September 2010 - Present
J&R Adventures May 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Finance, College Basketball, Management
Education
University of Miami 2010 — 2014
Bachelor of Business Administration (BBA), Finance
university of miami mens basketball September 2010 - Present
J&R Adventures May 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Finance, College Basketball, Management
Education
University of Miami 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Lindsey Kiley Lindsey Kiley's Morgan Stanley Experience January 2011 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley January 2010 - December 2010
Morgan Stanley August 2007 - December 2009
Education
University of Miami - School of Business 2003 — 2007
B.B.A., Finance
Morgan Stanley January 2011 - Present
Morgan Stanley January 2010 - December 2010
Morgan Stanley August 2007 - December 2009
Education
University of Miami - School of Business 2003 — 2007
B.B.A., Finance
Jason J. Ayars Jason J. Ayars's Morgan Stanley Experience 2007 - 2010
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2011 - Present
JPMorgan Chase January 2010 - October 2011
Morgan Stanley 2007 - 2010
Skills
Wealth Management, Investments, Retirement Planning, Asset Allocation, Fixed Income, 401k Rollovers, IRA Rollovers, Life Insurance, Retirement, Retirement Savings, Long-term Care, Financial Advisory, Securities, Alternative Investments, Series 65, Portfolio Management, Strategic Financial..., Estate Planning, Finance, Series 7, Asset Management, Investment Strategies, 401k, Mutual Funds, FINRA, Investment Advisory, Series 63, Insurance, IRAs, Investment Management, Separately Managed..., Series 6, Financial Services, Variable Annuities, Hedge Funds, Equities, Bloomberg, Capital Markets, Uniform Combined State..., Equity Research, Wealth Management...
Education
University of Miami - School of Business
B.B.A, Finance & Entrepreneurship
Wells Fargo Advisors, LLC October 2011 - Present
JPMorgan Chase January 2010 - October 2011
Morgan Stanley 2007 - 2010
Skills
Wealth Management, Investments, Retirement Planning, Asset Allocation, Fixed Income, 401k Rollovers, IRA Rollovers, Life Insurance, Retirement, Retirement Savings, Long-term Care, Financial Advisory, Securities, Alternative Investments, Series 65, Portfolio Management, Strategic Financial..., Estate Planning, Finance, Series 7, Asset Management, Investment Strategies, 401k, Mutual Funds, FINRA, Investment Advisory, Series 63, Insurance, IRAs, Investment Management, Separately Managed..., Series 6, Financial Services, Variable Annuities, Hedge Funds, Equities, Bloomberg, Capital Markets, Uniform Combined State..., Equity Research, Wealth Management...
Education
University of Miami - School of Business
B.B.A, Finance & Entrepreneurship
Diane Holman's Morgan Stanley Experience December 2010 - June 2011
Job Global Talent Management Executive
Industry Information Technology and Services
Experience
Capgemini November 2014 - June 2015
Wolters Kluwer August 2011 - November 2014
Morgan Stanley December 2010 - June 2011
Raytheon June 2006 - November 2010
Reebok 2005 - 2006
General Electric 2004 - 2005
General Electric 2002 - 2004
GE 2001 - 2002
General Electric 1999 - 2001
MassMutual Financial Group 1997 - 1999
Skills
Executive Coaching, Change Management, Workshop Facilitation, Six Sigma, Talent Management, Succession Planning, Organizational..., Leadership Development, Organizational..., Organizational Design, Employee Engagement, Workforce Planning, Performance Management, Executive Development, Talent Acquisition
Education
Western New England University 1991 — 1995
MBA, Management
University of Massachusetts, Amherst 1981 — 1985
BA, Psychology
Capgemini November 2014 - June 2015
Wolters Kluwer August 2011 - November 2014
Morgan Stanley December 2010 - June 2011
Raytheon June 2006 - November 2010
Reebok 2005 - 2006
General Electric 2004 - 2005
General Electric 2002 - 2004
GE 2001 - 2002
General Electric 1999 - 2001
MassMutual Financial Group 1997 - 1999
Skills
Executive Coaching, Change Management, Workshop Facilitation, Six Sigma, Talent Management, Succession Planning, Organizational..., Leadership Development, Organizational..., Organizational Design, Employee Engagement, Workforce Planning, Performance Management, Executive Development, Talent Acquisition
Education
Western New England University 1991 — 1995
MBA, Management
University of Massachusetts, Amherst 1981 — 1985
BA, Psychology
Jesse Scarola Jesse Scarola's Morgan Stanley Experience June 2011 - August 2011
Job MBA Graduate
Industry Banking
Experience
Atrium September 2012 - Present
UBS Wealth Management September 2011 - January 2012
Morgan Stanley June 2011 - August 2011
Ponguogue Manor Construction, LLC May 2008 - August 2010
Skills
Financial Analysis, Analysis, Investments, Valuation, Portfolio Management, Financial Markets, Marketing, Project Management, Business Strategy, Strategic Planning, Business Development, Market Research, Economics, Competitive Analysis
Education
University of Miami - School of Business 2010 — 2012
MBA, Finance, Mergers & Acquisitions
University of Miami 2005 — 2009
BA, Economics & International Finance and Marketing
Atrium September 2012 - Present
UBS Wealth Management September 2011 - January 2012
Morgan Stanley June 2011 - August 2011
Ponguogue Manor Construction, LLC May 2008 - August 2010
Skills
Financial Analysis, Analysis, Investments, Valuation, Portfolio Management, Financial Markets, Marketing, Project Management, Business Strategy, Strategic Planning, Business Development, Market Research, Economics, Competitive Analysis
Education
University of Miami - School of Business 2010 — 2012
MBA, Finance, Mergers & Acquisitions
University of Miami 2005 — 2009
BA, Economics & International Finance and Marketing
Carl King Carl King's Morgan Stanley Experience January 2013 - December 2013
Job Analyst at Farlie Turner & Co
Industry Financial Services
Experience
Farlie Turner & Co July 2015 - Present
BNP Paribas June 2014 - August 2014
LEÓN, MAYER & Co. January 2014 - May 2014
Morgan Stanley January 2013 - December 2013
UBS Financial Services Inc. September 2012 - December 2012
Emergent Research May 2012 - August 2012
Graduate School of Nursing and Health Studies – University of Miami January 2012 - May 2012
Emergent Research June 2011 - August 2011
Emergent Research June 2010 - December 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Conversational Spanish, Tableau, SPSS, IMPLAN, Morningstar, Thompson One
Education
University of Miami - School of Business 2011 — 2015
BSBA, Management Science and Finance, Senior
Farlie Turner & Co July 2015 - Present
BNP Paribas June 2014 - August 2014
LEÓN, MAYER & Co. January 2014 - May 2014
Morgan Stanley January 2013 - December 2013
UBS Financial Services Inc. September 2012 - December 2012
Emergent Research May 2012 - August 2012
Graduate School of Nursing and Health Studies – University of Miami January 2012 - May 2012
Emergent Research June 2011 - August 2011
Emergent Research June 2010 - December 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Conversational Spanish, Tableau, SPSS, IMPLAN, Morningstar, Thompson One
Education
University of Miami - School of Business 2011 — 2015
BSBA, Management Science and Finance, Senior
Miguel de los Reyes Miguel de los Reyes's Morgan Stanley Experience July 2013 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2013 - Present
Morgan Stanley April 2013 - July 2013
Resources Global Professionals September 2011 - March 2013
Deutsche Bank May 2007 - February 2011
Credit Suisse December 1999 - May 2007
Hess Corporation November 1993 - December 1999
ASARCO April 1990 - December 1993
Skills
Natural Gas, Emissions, Petroleum, Start-ups, Agriculture, Derivatives, Commodity, Valuation, Equities, Financial Modeling, Fixed Income, Hedging, Product Control, Market Risk, Investment Banking, Commodity Markets, Hedge Funds, Securities
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance & International Business
University of Massachusetts, Amherst 1987 — 1989
BBA, Finance
Morgan Stanley July 2013 - Present
Morgan Stanley April 2013 - July 2013
Resources Global Professionals September 2011 - March 2013
Deutsche Bank May 2007 - February 2011
Credit Suisse December 1999 - May 2007
Hess Corporation November 1993 - December 1999
ASARCO April 1990 - December 1993
Skills
Natural Gas, Emissions, Petroleum, Start-ups, Agriculture, Derivatives, Commodity, Valuation, Equities, Financial Modeling, Fixed Income, Hedging, Product Control, Market Risk, Investment Banking, Commodity Markets, Hedge Funds, Securities
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance & International Business
University of Massachusetts, Amherst 1987 — 1989
BBA, Finance
Audrey Vogel Audrey Vogel's Morgan Stanley Experience May 2008 - August 2008
Job Allocation Analyst at The TJX Companies, Inc.
Industry Retail
Experience
The TJX Companies, Inc. March 2015 - Present
vente-privee USA July 2013 - February 2015
Intertech Engineering Associates, Inc. January 2012 - August 2013
Starboard Cruise Services May 2010 - August 2010
Andrew Bernstein Showroom May 2009 - August 2009
Bless By Bless Couture May 2008 - August 2008
Morgan Stanley May 2008 - August 2008
Skills
Microsoft Powerpoint, Microsoft Excel, Microsoft Access, Adobe Photoshop, Adobe InDesign, Adobe Lightroom, AutoCAD, InDesign, PowerPoint, Sales, Adobe Creative Suite, Social Media, Photoshop, Logo Design, Press Releases, Microsoft Office, Marketing, Facebook
Education
University of Miami 2007 — 2011
Bachelor, Business Administration- Marketing and Fine Arts
The TJX Companies, Inc. March 2015 - Present
vente-privee USA July 2013 - February 2015
Intertech Engineering Associates, Inc. January 2012 - August 2013
Starboard Cruise Services May 2010 - August 2010
Andrew Bernstein Showroom May 2009 - August 2009
Bless By Bless Couture May 2008 - August 2008
Morgan Stanley May 2008 - August 2008
Skills
Microsoft Powerpoint, Microsoft Excel, Microsoft Access, Adobe Photoshop, Adobe InDesign, Adobe Lightroom, AutoCAD, InDesign, PowerPoint, Sales, Adobe Creative Suite, Social Media, Photoshop, Logo Design, Press Releases, Microsoft Office, Marketing, Facebook
Education
University of Miami 2007 — 2011
Bachelor, Business Administration- Marketing and Fine Arts
Robert Spierdowis, CFP® Robert Spierdowis, CFP®'s Morgan Stanley Experience October 2004 - October 2005
Job Sales Manager at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors July 2012 - Present
Massachusetts Air National Guard November 2010 - Present
Merrill Edge July 2011 - June 2012
Charles Schwab February 2010 - July 2011
Banc of America Investments October 2005 - March 2009
Morgan Stanley October 2004 - October 2005
AmSouth Bank June 2003 - October 2004
Charles Schwab July 1993 - December 2002
United States Marine Corps 1984 - 1997
Scudder Investments September 1990 - July 1993
Education
University of Massachusetts, Amherst 1980 — 1984
BA, Economics
Voya Financial Advisors July 2012 - Present
Massachusetts Air National Guard November 2010 - Present
Merrill Edge July 2011 - June 2012
Charles Schwab February 2010 - July 2011
Banc of America Investments October 2005 - March 2009
Morgan Stanley October 2004 - October 2005
AmSouth Bank June 2003 - October 2004
Charles Schwab July 1993 - December 2002
United States Marine Corps 1984 - 1997
Scudder Investments September 1990 - July 1993
Education
University of Massachusetts, Amherst 1980 — 1984
BA, Economics
Alexander Roso Alexander Roso's Morgan Stanley Experience February 2011 - May 2013
Job Associate at Morgan Stanley Private Equity
Industry Financial Services
Experience
Morgan Stanley Private Equity May 2013 - Present
Morgan Stanley February 2011 - May 2013
Macquarie Group December 2009 - February 2010
Skills
Investment Banking, Equities, Valuation, Financial Modeling, Bloomberg, Capital Markets, Corporate Finance, Fixed Income, Private Equity, Investments, Financial Analysis, LBO
Education
University of Melbourne 2005 — 2010
Commerce / Law, Finance / Commercial Law
Morgan Stanley Private Equity May 2013 - Present
Morgan Stanley February 2011 - May 2013
Macquarie Group December 2009 - February 2010
Skills
Investment Banking, Equities, Valuation, Financial Modeling, Bloomberg, Capital Markets, Corporate Finance, Fixed Income, Private Equity, Investments, Financial Analysis, LBO
Education
University of Melbourne 2005 — 2010
Commerce / Law, Finance / Commercial Law
Jennifer Kiss's Morgan Stanley Experience 1993 - 1995
Job Development Consultant
Industry Fund-Raising
Experience
Saint Francis Foundation March 2013 - Present
SFJAZZ August 2010 - February 2013
Mimi Haas 2003 - 2010
Cathedral School for Boys 2006 - 2008
Dan Sapp & Associates 2000 - 2002
Morgan Stanley 1993 - 1995
Satellite Television Asian Region Limited (STAR TV) 1991 - 1993
Shearson Lehman Brothers Inc. 1988 - 1991
Lehman Brothers International Inc. 1986 - 1988
Skills
Non-profits, Volunteer Management, Event Management, Fundraising, Strategic Planning, Event Planning, Community Outreach, Marketing Communications, Project Management, Budgets, Program Management, Annual Giving, Strategic Communications, Press Releases, Philanthropy, Stewardship
Education
University of Melbourne 1980 — 1985
Bachelor of Law (LLB), Bachelor of Arts (BA), International Law and Economic History
Lauriston Girls School
Saint Francis Foundation March 2013 - Present
SFJAZZ August 2010 - February 2013
Mimi Haas 2003 - 2010
Cathedral School for Boys 2006 - 2008
Dan Sapp & Associates 2000 - 2002
Morgan Stanley 1993 - 1995
Satellite Television Asian Region Limited (STAR TV) 1991 - 1993
Shearson Lehman Brothers Inc. 1988 - 1991
Lehman Brothers International Inc. 1986 - 1988
Skills
Non-profits, Volunteer Management, Event Management, Fundraising, Strategic Planning, Event Planning, Community Outreach, Marketing Communications, Project Management, Budgets, Program Management, Annual Giving, Strategic Communications, Press Releases, Philanthropy, Stewardship
Education
University of Melbourne 1980 — 1985
Bachelor of Law (LLB), Bachelor of Arts (BA), International Law and Economic History
Lauriston Girls School
Brian Berman Brian Berman's Morgan Stanley Experience August 2013 - October 2014
Job Trading Assistant at Chesapeake Partners
Industry Financial Services
Experience
Chesapeake Partners October 2014 - Present
Morgan Stanley August 2013 - October 2014
University of Michigan Real Estate Society December 2010 - October 2012
Mid-Atlantic Shore Properties, Inc. May 2011 - August 2011
WBAL-TV May 2010 - August 2010
Club Symmetry March 2008 - May 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Matlab, C++, Visual Studio, Stata, Wolfram Mathematica
Education
University of Michigan 2009 — 2013
Bachelor of Science (BS), Mathematics and Economics
McDonogh School 2005 — 2009
Chesapeake Partners October 2014 - Present
Morgan Stanley August 2013 - October 2014
University of Michigan Real Estate Society December 2010 - October 2012
Mid-Atlantic Shore Properties, Inc. May 2011 - August 2011
WBAL-TV May 2010 - August 2010
Club Symmetry March 2008 - May 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Matlab, C++, Visual Studio, Stata, Wolfram Mathematica
Education
University of Michigan 2009 — 2013
Bachelor of Science (BS), Mathematics and Economics
McDonogh School 2005 — 2009
Ajay Mehra Ajay Mehra's Morgan Stanley Experience 1996 - 1998
Job Managing Director at UBS
Industry Investment Management
Experience
Salient Partners August 2012 - Present
UBS July 2011 - June 2012
State Street Reseach & Management July 2003 - January 2005
Columbia Management March 1998 - June 2003
Morgan Stanley 1996 - 1998
Skills
Senior Executive..., equity portfolio..., global equites, Investment Management, Alternative Investments, Asset Allocation, Private Equity, Wealth Management, Mutual Funds, Fixed Income, Capital Markets, Derivatives, Valuation, Hedge Funds, Equity Research, Equities, Portfolio Management, Investments, Asset Management
Education
University of Massachusetts, Amherst 1988 — 1992
Ph.D., Business Strategy
Salient Partners August 2012 - Present
UBS July 2011 - June 2012
State Street Reseach & Management July 2003 - January 2005
Columbia Management March 1998 - June 2003
Morgan Stanley 1996 - 1998
Skills
Senior Executive..., equity portfolio..., global equites, Investment Management, Alternative Investments, Asset Allocation, Private Equity, Wealth Management, Mutual Funds, Fixed Income, Capital Markets, Derivatives, Valuation, Hedge Funds, Equity Research, Equities, Portfolio Management, Investments, Asset Management
Education
University of Massachusetts, Amherst 1988 — 1992
Ph.D., Business Strategy
Allison Levine Allison Levine's Morgan Stanley Experience June 2008 - June 2010
Job Account Executive at FactSet Research Systems
Industry Computer Software
Experience
FactSet Research Systems September 2012 - Present
FactSet Research Systems May 2012 - December 2012
FactSet Research Systems July 2010 - May 2012
Morgan Stanley June 2008 - June 2010
2007 LASALLE BANK CORPORATION June 2007 - August 2007
Skills
Fixed Income, Sales, Access, Management, Credit, Financial Analysis, Risk Management, Financial Modeling, Finance, Capital Markets, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
University of Michigan 2004 — 2006
Bachelor of Arts (B.A.), Spanish Language and Literature
FactSet Research Systems September 2012 - Present
FactSet Research Systems May 2012 - December 2012
FactSet Research Systems July 2010 - May 2012
Morgan Stanley June 2008 - June 2010
2007 LASALLE BANK CORPORATION June 2007 - August 2007
Skills
Fixed Income, Sales, Access, Management, Credit, Financial Analysis, Risk Management, Financial Modeling, Finance, Capital Markets, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
University of Michigan 2004 — 2006
Bachelor of Arts (B.A.), Spanish Language and Literature
Kristen Cummins Kristen Cummins's Morgan Stanley Experience June 2004 - August 2009
Job Director at Barclays
Industry Financial Services
Experience
Barclays August 2009 - Present
Morgan Stanley June 2004 - August 2009
Skills
Portfolio Management, Series 7, Series 63, Investments, Fixed Income, Securities, Bloomberg, Finance, Trading, Asset Management, Alternative Investments, Credit Analysis
Education
University of Miami 2000 — 2004
Bachelor of Business Administration (BBA), Finance, Marketing
Barclays August 2009 - Present
Morgan Stanley June 2004 - August 2009
Skills
Portfolio Management, Series 7, Series 63, Investments, Fixed Income, Securities, Bloomberg, Finance, Trading, Asset Management, Alternative Investments, Credit Analysis
Education
University of Miami 2000 — 2004
Bachelor of Business Administration (BBA), Finance, Marketing
Steve Gold Steve Gold's Morgan Stanley Experience May 2000 - February 2005
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2005 - Present
Morgan Stanley May 2000 - February 2005
Education
University of Miami - School of Business 1996 — 2000
BA
UBS Financial Services February 2005 - Present
Morgan Stanley May 2000 - February 2005
Education
University of Miami - School of Business 1996 — 2000
BA
Corbin Decker's Morgan Stanley Experience June 2013 - July 2015
Job Associate at Rockpoint Group
Industry Real Estate
Experience
Rockpoint Group August 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
University of Michigan Ross School of Business January 2012 - April 2012
ABR-Bennett Realty Group September 2010 - August 2011
Skills
Excel, PowerPoint, Financial Modeling, Argus Modeling, Real Estate Valuation, Real Estate Economics, Financial Analysis, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Real Estate
University of Michigan
Rockpoint Group August 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
University of Michigan Ross School of Business January 2012 - April 2012
ABR-Bennett Realty Group September 2010 - August 2011
Skills
Excel, PowerPoint, Financial Modeling, Argus Modeling, Real Estate Valuation, Real Estate Economics, Financial Analysis, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Real Estate
University of Michigan
William L. Barlow, CIMA, CPWA William L. Barlow, CIMA, CPWA's Morgan Stanley Experience 1999 - 2001
Job VP / Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo - The Private Bank August 2008 - Present
Placemark Investments 2005 - 2008
MFS Investment Management 2001 - 2005
Morgan Stanley 1999 - 2001
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Political Science, Economics
Williston Northampton School 1986 — 1990
High School
Wells Fargo - The Private Bank August 2008 - Present
Placemark Investments 2005 - 2008
MFS Investment Management 2001 - 2005
Morgan Stanley 1999 - 2001
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Political Science, Economics
Williston Northampton School 1986 — 1990
High School
Jonathan Blumberg Jonathan Blumberg's Morgan Stanley Experience January 2008 - June 2009
Job Propriety Securities Trader T3 Investments Group NYC
Industry Building Materials
Experience
Eagle Mat & Floor Products January 2011 - Present
Morgan Stanley January 2008 - June 2009
Skills
E-commerce, E-commerce SEO, E-commerce Optimization, Google Analytics, Trade Finance, Financial Analysis, Google Adwords, Affiliate Marketing, PPC, SEM, SEO, Contract Negotiation, Account Management, Email Marketing, Strategic Planning, Negotiation, Online Marketing, New Business Development, Entrepreneurship, Market Research, Lead Generation
Education
University of Miami 2005 — 2009
Bachelor of Science (B.S.), Economics
Sydney University 2008 — 2008
Walter Johnson High School 2001 — 2005
Eagle Mat & Floor Products January 2011 - Present
Morgan Stanley January 2008 - June 2009
Skills
E-commerce, E-commerce SEO, E-commerce Optimization, Google Analytics, Trade Finance, Financial Analysis, Google Adwords, Affiliate Marketing, PPC, SEM, SEO, Contract Negotiation, Account Management, Email Marketing, Strategic Planning, Negotiation, Online Marketing, New Business Development, Entrepreneurship, Market Research, Lead Generation
Education
University of Miami 2005 — 2009
Bachelor of Science (B.S.), Economics
Sydney University 2008 — 2008
Walter Johnson High School 2001 — 2005
Dan Varrichione Dan Varrichione's Morgan Stanley Experience January 2007 - April 2013
Job Software Engineer
Industry Computer Software
Experience
Morgan Stanley January 2007 - April 2013
Kanbay Incorporated March 2002 - January 2007
Morgan Stanley May 2000 - February 2002
Skills
Web Services, SDLC, Software Project..., Java Enterprise Edition, SOA, XML, Mobile Applications, Enterprise Software, Android, Project Management, Enterprise Architecture, Software Development, Unix, Java, Integration, Spring, IT Strategy, Business Analysis
Education
University of Massachusetts, Amherst 1983 — 1987
Bacheror of Arts, Economics
Morgan Stanley January 2007 - April 2013
Kanbay Incorporated March 2002 - January 2007
Morgan Stanley May 2000 - February 2002
Skills
Web Services, SDLC, Software Project..., Java Enterprise Edition, SOA, XML, Mobile Applications, Enterprise Software, Android, Project Management, Enterprise Architecture, Software Development, Unix, Java, Integration, Spring, IT Strategy, Business Analysis
Education
University of Massachusetts, Amherst 1983 — 1987
Bacheror of Arts, Economics
Evan Dweck Evan Dweck's Morgan Stanley Experience June 2012 - July 2012
Job Student at University of Miami School of Business
Industry
Experience
Morgan Stanley June 2012 - July 2012
American Express June 2010 - July 2010
Skills
Microsoft Office, Spanish translation, Team Leadership
Education
University of Miami - School of Business 2011 — 2015
Marjory Stoneman Douglas High School 2007 — 2011
Morgan Stanley June 2012 - July 2012
American Express June 2010 - July 2010
Skills
Microsoft Office, Spanish translation, Team Leadership
Education
University of Miami - School of Business 2011 — 2015
Marjory Stoneman Douglas High School 2007 — 2011
Marc Shavell Marc Shavell's Morgan Stanley Experience May 1994 - February 2002
Job Sales and Management
Industry Printing
Experience
Oakley Signs and Graphics, Inc. January 2004 - Present
Morgan Stanley May 1994 - February 2002
Bush Klein Realty 1992 - 1993
Education
University of Miami - School of Business 1992 — 1994
MBA, Finance and International Business
Oakley Signs and Graphics, Inc. January 2004 - Present
Morgan Stanley May 1994 - February 2002
Bush Klein Realty 1992 - 1993
Education
University of Miami - School of Business 1992 — 1994
MBA, Finance and International Business
Tad DeBarros Tad DeBarros's Morgan Stanley Experience January 2013 - Present
Job Associate at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley June 2011 - January 2013
Morgan Stanley May 2010 - August 2010
Sponsors for Educational Opportunities (SEO) May 2010 - August 2010
Education
University of Miami 2007 — 2011
Bachelor of Business Administration, Accounting
The Roxbury Latin School 2003 — 2007
High School Diploma
Morgan Stanley January 2013 - Present
Morgan Stanley June 2011 - January 2013
Morgan Stanley May 2010 - August 2010
Sponsors for Educational Opportunities (SEO) May 2010 - August 2010
Education
University of Miami 2007 — 2011
Bachelor of Business Administration, Accounting
The Roxbury Latin School 2003 — 2007
High School Diploma
John von Pamer John von Pamer's Morgan Stanley Experience 1996 - 1997
Job Photographer / Art Director / Light Seeker
Industry Photography
Experience
John von Pamer Photography 2008 - Present
American PHOTO Magazine February 2001 - December 2007
Adventure House 1999 - 2001
SPIN Magazine 1997 - 1998
Morgan Stanley 1996 - 1997
Skills
Photography, Art Direction, Wrangling, Commercial Photography, Portrait Photography, Digital Photography, Portraits, Magazines, Image Editing, Image Manipulation, Photo Shoots, Brochures, Photojournalism, Editorial, Lightroom, Photos, Film, Art, Fine Art Photography, Studio Lighting, Black & White, Travel Photography
Education
University of Massachusetts, Amherst 1992 — 1996
BDIC, Bachelor's Degree of Individual Concentration in Art History, Painting, and Design
Corcoran School of Art 1991 — 1992
John von Pamer Photography 2008 - Present
American PHOTO Magazine February 2001 - December 2007
Adventure House 1999 - 2001
SPIN Magazine 1997 - 1998
Morgan Stanley 1996 - 1997
Skills
Photography, Art Direction, Wrangling, Commercial Photography, Portrait Photography, Digital Photography, Portraits, Magazines, Image Editing, Image Manipulation, Photo Shoots, Brochures, Photojournalism, Editorial, Lightroom, Photos, Film, Art, Fine Art Photography, Studio Lighting, Black & White, Travel Photography
Education
University of Massachusetts, Amherst 1992 — 1996
BDIC, Bachelor's Degree of Individual Concentration in Art History, Painting, and Design
Corcoran School of Art 1991 — 1992
Stephen Gesualdi Stephen Gesualdi's Morgan Stanley Experience August 1999 - January 2004
Job Vice President Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS June 2011 - Present
Wells Fargo Advisors January 2004 - June 2011
Morgan Stanley August 1999 - January 2004
Education
University of Massachusetts, Amherst 1983 — 1987
B.S., Electrical Engineering
New Canaan High School 1979 — 1983
UBS June 2011 - Present
Wells Fargo Advisors January 2004 - June 2011
Morgan Stanley August 1999 - January 2004
Education
University of Massachusetts, Amherst 1983 — 1987
B.S., Electrical Engineering
New Canaan High School 1979 — 1983
Len Waldron's Morgan Stanley Experience October 2012 - March 2015
Job President at Ready Man
Industry Entertainment
Experience
Ready Man March 2015 - Present
Waldron Pond July 2009 - Present
Morgan Stanley October 2012 - March 2015
Morgan Stanley Smith Barney July 2010 - October 2012
Morgan Stanley December 2007 - June 2009
Morgan Stanley Global Wealth Management Group 2006 - 2008
Banyan Properties, LLC 2002 - 2005
Wake Forest University 1996 - 2002
United States Army 1995 - 1996
Skills
Fixed Income, Banking, Securities, Capital Markets, Equities, Credit, Strategic Planning, Business Strategy, Business Analysis, Mergers & Acquisitions, Sales, Valuation, Financial Risk, Wealth Management, Finance, Investments, Risk Management, Financial Modeling, Management, Portfolio Management, Loans
Education
Wake Forest University School of Business 1998 — 2001
MBA, Management
Wake Forest University 1992 — 1995
BA, Politics
University of Miami 1991 — 1992
Politics
Ready Man March 2015 - Present
Waldron Pond July 2009 - Present
Morgan Stanley October 2012 - March 2015
Morgan Stanley Smith Barney July 2010 - October 2012
Morgan Stanley December 2007 - June 2009
Morgan Stanley Global Wealth Management Group 2006 - 2008
Banyan Properties, LLC 2002 - 2005
Wake Forest University 1996 - 2002
United States Army 1995 - 1996
Skills
Fixed Income, Banking, Securities, Capital Markets, Equities, Credit, Strategic Planning, Business Strategy, Business Analysis, Mergers & Acquisitions, Sales, Valuation, Financial Risk, Wealth Management, Finance, Investments, Risk Management, Financial Modeling, Management, Portfolio Management, Loans
Education
Wake Forest University School of Business 1998 — 2001
MBA, Management
Wake Forest University 1992 — 1995
BA, Politics
University of Miami 1991 — 1992
Politics
Michael Strupp Michael Strupp's Morgan Stanley Experience June 2014 - August 2014
Job Student at University of Miami
Industry Financial Services
Experience
Morgan Stanley June 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, Research, Leadership
Education
University of Miami 2013 — 2017
Bachelor of Business Administration (BBA), Finance and Economics
Chantilly High School 2009 — 2013
Morgan Stanley June 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, Research, Leadership
Education
University of Miami 2013 — 2017
Bachelor of Business Administration (BBA), Finance and Economics
Chantilly High School 2009 — 2013
Kenneth H Railey Kenneth H Railey's Morgan Stanley Experience February 2005 - September 2013
Job Operations Manager UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc September 2013 - Present
Morgan Stanley February 2005 - September 2013
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor's degree, Finance - Investments
UBS Financial Services Inc September 2013 - Present
Morgan Stanley February 2005 - September 2013
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor's degree, Finance - Investments
Darren DelSignore Darren DelSignore's Morgan Stanley Experience May 2012 - August 2012
Job Associate at Arbor Research and Trading
Industry Financial Services
Experience
Arbor Research and Trading October 2014 - Present
ICAP September 2013 - September 2014
University of Miami January 2013 - May 2013
Morgan Stanley May 2012 - August 2012
Breathable Foods May 2011 - January 2012
M&T Bank June 2011 - August 2011
Skills
Microsoft Office, Equity Trading, Bloomberg Terminal, Financial Analysis, Morningstar, Microsoft Excel, Financial Modeling, Microsoft Word, PowerPoint, ThomsonOne, Analysis, Leadership, Data Analysis, Public Speaking, Time Management, Accounting, Investments, Portfolio Management, Budgets, Access, Insurance, Economics
Education
University of Miami 2009 — 2013
BSBA, Finance, Management Science
Grand Island High School 2005 — 2009
Arbor Research and Trading October 2014 - Present
ICAP September 2013 - September 2014
University of Miami January 2013 - May 2013
Morgan Stanley May 2012 - August 2012
Breathable Foods May 2011 - January 2012
M&T Bank June 2011 - August 2011
Skills
Microsoft Office, Equity Trading, Bloomberg Terminal, Financial Analysis, Morningstar, Microsoft Excel, Financial Modeling, Microsoft Word, PowerPoint, ThomsonOne, Analysis, Leadership, Data Analysis, Public Speaking, Time Management, Accounting, Investments, Portfolio Management, Budgets, Access, Insurance, Economics
Education
University of Miami 2009 — 2013
BSBA, Finance, Management Science
Grand Island High School 2005 — 2009
Chuck Gilbert's Morgan Stanley Experience January 2000 - April 2002
Job Experienced Sales and Sales Leadership Professional
Industry Financial Services
Experience
CCG Capital Investments, LLC January 2015 - Present
Natixis Global Asset Management March 2011 - September 2014
TD Ameritrade August 2006 - March 2011
Infinex Financial Group February 2006 - August 2006
Citizens Bank - Citizens Financial Services April 2002 - February 2006
Morgan Stanley January 2000 - April 2002
Paine Webber January 1997 - January 2000
UBS January 1997 - January 2000
Skills
Asset Management, Portfolio Management, Private Equity, Finance, Investment Management, Financial Advisory, Management, Sales, Series 7, Mutual Funds, Series 63, Investments, Financial Services, Wealth Management, Asset Allocation, Asset Managment, Funding, CRM, New Business Development, Securities, Alternative Investments, Equities, Retirement Planning, Strategic Planning, Relationship Management, Sales Management, Leadership, Fixed Income, Risk Management, Investment Advisory, Consulting
Education
University of Massachusetts, Amherst
CCG Capital Investments, LLC January 2015 - Present
Natixis Global Asset Management March 2011 - September 2014
TD Ameritrade August 2006 - March 2011
Infinex Financial Group February 2006 - August 2006
Citizens Bank - Citizens Financial Services April 2002 - February 2006
Morgan Stanley January 2000 - April 2002
Paine Webber January 1997 - January 2000
UBS January 1997 - January 2000
Skills
Asset Management, Portfolio Management, Private Equity, Finance, Investment Management, Financial Advisory, Management, Sales, Series 7, Mutual Funds, Series 63, Investments, Financial Services, Wealth Management, Asset Allocation, Asset Managment, Funding, CRM, New Business Development, Securities, Alternative Investments, Equities, Retirement Planning, Strategic Planning, Relationship Management, Sales Management, Leadership, Fixed Income, Risk Management, Investment Advisory, Consulting
Education
University of Massachusetts, Amherst
Jake Esposito Jake Esposito's Morgan Stanley Experience June 2015 - Present
Job Summer Business Analyst at Morgan Stanley
Industry
Experience
Morgan Stanley June 2015 - Present
Yormack & Associates, P.A. June 2014 - Present
Skills
Finance, Business Planning, Entrepreneurship, Strategy, Leadership, Start-ups, Project Management, Process Improvement, Business Process..., Industrial Engineering, Lean Management, Microsoft Excel, VBA
Education
University of Miami 2012 — 2016
Bachelor's Degree, Industrial Engineering
Morgan Stanley June 2015 - Present
Yormack & Associates, P.A. June 2014 - Present
Skills
Finance, Business Planning, Entrepreneurship, Strategy, Leadership, Start-ups, Project Management, Process Improvement, Business Process..., Industrial Engineering, Lean Management, Microsoft Excel, VBA
Education
University of Miami 2012 — 2016
Bachelor's Degree, Industrial Engineering
Toni Cannon Toni Cannon's Morgan Stanley Experience January 2006 - May 2006
Job Ind. Online Marketing Specialist & Graphic Designer
Industry Marketing and Advertising
Experience
Magagna & Company August 2011 - Present
ToniCannon.com November 2008 - Present
The RELIEF Foundation July 2010 - August 2011
AnswerNet November 2008 - July 2010
Niche Financial August 2008 - October 2008
University of Miami 2004 - 2007
Morgan Stanley January 2006 - May 2006
Skills
Advertising, Social Media, Adobe Creative Suite, InDesign, SEO, Team Building, Marketing Management, Lead Generation, Graphic Design, Illustrator, Flash, Photoshop, Sales, Customer Service, CRM, Marketing, Competitive Analysis, Management, Dreamweaver, Mac, Microsoft Office, Direct Marketing, E-commerce, Public Relations, Email Marketing, Corporate Branding, WordPress, Salesforce.com, Social Media Marketing, Online Marketing, Online Advertising, Trade Shows, Brand Development, Digital Marketing, Social Networking, Google Analytics, Direct Mail, Copywriting, Integrated Marketing, Marketing Communications, Digital Media, Creative Direction, B2B, Web Analytics, Marketing Strategy, Facebook, Digital Strategy
Education
University of Miami 2003 — 2006
B.S. in Communications
Patuxent High School 2000 — 2003
Magagna & Company August 2011 - Present
ToniCannon.com November 2008 - Present
The RELIEF Foundation July 2010 - August 2011
AnswerNet November 2008 - July 2010
Niche Financial August 2008 - October 2008
University of Miami 2004 - 2007
Morgan Stanley January 2006 - May 2006
Skills
Advertising, Social Media, Adobe Creative Suite, InDesign, SEO, Team Building, Marketing Management, Lead Generation, Graphic Design, Illustrator, Flash, Photoshop, Sales, Customer Service, CRM, Marketing, Competitive Analysis, Management, Dreamweaver, Mac, Microsoft Office, Direct Marketing, E-commerce, Public Relations, Email Marketing, Corporate Branding, WordPress, Salesforce.com, Social Media Marketing, Online Marketing, Online Advertising, Trade Shows, Brand Development, Digital Marketing, Social Networking, Google Analytics, Direct Mail, Copywriting, Integrated Marketing, Marketing Communications, Digital Media, Creative Direction, B2B, Web Analytics, Marketing Strategy, Facebook, Digital Strategy
Education
University of Miami 2003 — 2006
B.S. in Communications
Patuxent High School 2000 — 2003
Keith J. Donnellan Keith J. Donnellan's Morgan Stanley Experience 2007 - 2008
Job Lead Manager Investment Marketing at AXA US
Industry Financial Services
Experience
AXA US March 2015 - Present
AXA November 2013 - Present
AXA Equitable July 2013 - Present
AXA Equitable 2011 - June 2013
Lehman Brothers 2009 - 2011
JP Morgan 2008 - 2009
Morgan Stanley 2007 - 2008
John Hancock Life Insurance Company (U.S.A.) 2006 - 2007
Skills
Trading, Derivatives, Microsoft Excel, Banking, Equities, Investment Advisory, Securities, Retirement Planning, Portfolio Management, Mutual Funds
Education
University of Miami - School of Business 2003 — 2007
BBA, Finance
AXA US March 2015 - Present
AXA November 2013 - Present
AXA Equitable July 2013 - Present
AXA Equitable 2011 - June 2013
Lehman Brothers 2009 - 2011
JP Morgan 2008 - 2009
Morgan Stanley 2007 - 2008
John Hancock Life Insurance Company (U.S.A.) 2006 - 2007
Skills
Trading, Derivatives, Microsoft Excel, Banking, Equities, Investment Advisory, Securities, Retirement Planning, Portfolio Management, Mutual Funds
Education
University of Miami - School of Business 2003 — 2007
BBA, Finance
Melvin Harris Melvin Harris's Morgan Stanley Experience September 2004 - January 2005
Job Team Leader on Analytics Desk (Buyside Client Coverage) at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP April 2015 - Present
Bloomberg October 2011 - April 2015
Hagin Investment Management February 2010 - October 2011
Swissquote March 2008 - February 2010
Commerzbank AG March 2007 - March 2008
E*TRADE Financial March 2006 - March 2007
Wells Fargo Bank March 2005 - March 2006
Morgan Stanley September 2004 - January 2005
JP Morgan June 2000 - December 2001
Skills
Structured Products, Investment Management, Fixed Income, Hedge Funds, Equities, Trading, Bloomberg, Financial Markets, Options, Alternative Investments, Asset Managment, Capital Markets, Investments, FX Options, Securities, Asset Management, Foreign Exchange, Bloomberg Terminal, Derivatives, Commodity, Financial Services, Equity Trading, Technical Analysis, ETFs, Electronic Trading, FX trading, Bonds, Trading Systems, Currency, Mutual Funds, Trading Strategies, Proprietary Trading, Portfolio Management, Hedging, Market Data, Asset Allocation, Swaps, New Business Development, Equity Derivatives, Institutional..., Credit Derivatives, MBS, Prime Brokerage, Traders, Emerging Markets, Interest Rate..., Electronic Trading..., Relationship Management, FX Trading
Education
University of Massachusetts, Amherst 2000 — 2004
ward melville 1997 — 2000
Bloomberg LP April 2015 - Present
Bloomberg October 2011 - April 2015
Hagin Investment Management February 2010 - October 2011
Swissquote March 2008 - February 2010
Commerzbank AG March 2007 - March 2008
E*TRADE Financial March 2006 - March 2007
Wells Fargo Bank March 2005 - March 2006
Morgan Stanley September 2004 - January 2005
JP Morgan June 2000 - December 2001
Skills
Structured Products, Investment Management, Fixed Income, Hedge Funds, Equities, Trading, Bloomberg, Financial Markets, Options, Alternative Investments, Asset Managment, Capital Markets, Investments, FX Options, Securities, Asset Management, Foreign Exchange, Bloomberg Terminal, Derivatives, Commodity, Financial Services, Equity Trading, Technical Analysis, ETFs, Electronic Trading, FX trading, Bonds, Trading Systems, Currency, Mutual Funds, Trading Strategies, Proprietary Trading, Portfolio Management, Hedging, Market Data, Asset Allocation, Swaps, New Business Development, Equity Derivatives, Institutional..., Credit Derivatives, MBS, Prime Brokerage, Traders, Emerging Markets, Interest Rate..., Electronic Trading..., Relationship Management, FX Trading
Education
University of Massachusetts, Amherst 2000 — 2004
ward melville 1997 — 2000
Abhi Y. Kanitkar, CFA (Abhiww@Gmail.com) Abhi Y. Kanitkar, CFA (Abhiww@Gmail.com)'s Morgan Stanley Experience 1994 - 1999
Job Head of Strategy and Operations at HewlettPackard (Mphasis)
Industry Computer Software
Experience
Hewlett-Packard (Mphasis) April 2015 - Present
Rimini Street Inc. January 2014 - June 2014
Toys R Us 2012 - 2013
ICR, LLC - #1 ranked Consulting firm for Financial Strategy and Communications. 2010 - 2012
Keshav Enterprises 2009 - 2010
Rho Ventures - top tier PE firm 1999 - 2009
Morgan Stanley 1994 - 1999
Xerox Corp. 1988 - 1992
Skills
Bloomberg,..., Excel, Financial Modeling, Investor Relations, Investments, Venture Capital, Portfolio Management, Equities, Equity Research, Valuation, Hedge Funds, Investment Banking, Private Equity, Due Diligence, Capital Markets, IPO, Financial Analysis, Mergers, Asset Managment, Alternative Investments, Investment Management, Strategic Planning, Mergers & Acquisitions, Consolidated Financial..., Strategic Financial..., Strategy, Corporate Development, Emerging Markets, Management Consulting, Finance, Business Development, Bloomberg, Analytics, Communication Skills
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance and Management
University of Michigan 1984 — 1988
B.S., Elec. Engineering & Comp. Science
RH Sperry
Hewlett-Packard (Mphasis) April 2015 - Present
Rimini Street Inc. January 2014 - June 2014
Toys R Us 2012 - 2013
ICR, LLC - #1 ranked Consulting firm for Financial Strategy and Communications. 2010 - 2012
Keshav Enterprises 2009 - 2010
Rho Ventures - top tier PE firm 1999 - 2009
Morgan Stanley 1994 - 1999
Xerox Corp. 1988 - 1992
Skills
Bloomberg,..., Excel, Financial Modeling, Investor Relations, Investments, Venture Capital, Portfolio Management, Equities, Equity Research, Valuation, Hedge Funds, Investment Banking, Private Equity, Due Diligence, Capital Markets, IPO, Financial Analysis, Mergers, Asset Managment, Alternative Investments, Investment Management, Strategic Planning, Mergers & Acquisitions, Consolidated Financial..., Strategic Financial..., Strategy, Corporate Development, Emerging Markets, Management Consulting, Finance, Business Development, Bloomberg, Analytics, Communication Skills
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance and Management
University of Michigan 1984 — 1988
B.S., Elec. Engineering & Comp. Science
RH Sperry
Michael Wallman Michael Wallman's Morgan Stanley Experience 1997 - 1999
Job Financial Planner with 15+ years of experience
Industry Financial Services
Experience
Wallman Financial February 2001 - Present
Canseco Financial Group 1999 - 2002
Morgan Stanley 1997 - 1999
Merrill Lynch 1995 - 1997
Macy's 1988 - 1995
Skills
Financial Planning, Retirement Planning, Estate Planning, Long Term Care Insurance, Life Insurance, UNI-K, Solo 401(k)
Education
University of Miami 1982 — 1986
BS, Management
Wallman Financial February 2001 - Present
Canseco Financial Group 1999 - 2002
Morgan Stanley 1997 - 1999
Merrill Lynch 1995 - 1997
Macy's 1988 - 1995
Skills
Financial Planning, Retirement Planning, Estate Planning, Long Term Care Insurance, Life Insurance, UNI-K, Solo 401(k)
Education
University of Miami 1982 — 1986
BS, Management
Joshua Rawlins's Morgan Stanley Experience July 2005 - September 2013
Job Vice President at Brightwood Capital
Industry Financial Services
Experience
Brightwood Capital September 2013 - Present
Morgan Stanley July 2005 - September 2013
Skills
Series 7, Fixed Income, Series 63
Education
University of Miami 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Brightwood Capital September 2013 - Present
Morgan Stanley July 2005 - September 2013
Skills
Series 7, Fixed Income, Series 63
Education
University of Miami 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Peter Williams Peter Williams's Morgan Stanley Experience October 2000 - October 2005
Job CTO, McKinsey Investment Office
Industry Information Technology and Services
Experience
McKinsey & Company May 2014 - Present
UBS Wealth Management June 2012 - May 2014
UBS Investment Bank October 2005 - June 2012
Morgan Stanley October 2000 - October 2005
Barclays Capital 1998 - 2000
LAN Systems 1993 - 1995
Skills
Credit Derivatives, Interest Rate..., Prime Brokerage, Equity Trading, Fixed Income Technology, Trading, Fixed Income, Capital Markets, Reference Data, Trading Systems, Investment Banking, Electronic Trading, Equity Derivatives, Market Data, Equities, Swaps, Sybase, Middle Office, Hedge Funds, Options, Derivatives, FX Options, Securities, Investments
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
University of Michigan 1984 — 1988
BA
McKinsey & Company May 2014 - Present
UBS Wealth Management June 2012 - May 2014
UBS Investment Bank October 2005 - June 2012
Morgan Stanley October 2000 - October 2005
Barclays Capital 1998 - 2000
LAN Systems 1993 - 1995
Skills
Credit Derivatives, Interest Rate..., Prime Brokerage, Equity Trading, Fixed Income Technology, Trading, Fixed Income, Capital Markets, Reference Data, Trading Systems, Investment Banking, Electronic Trading, Equity Derivatives, Market Data, Equities, Swaps, Sybase, Middle Office, Hedge Funds, Options, Derivatives, FX Options, Securities, Investments
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
University of Michigan 1984 — 1988
BA
Claire Motyka Claire Motyka's Morgan Stanley Experience March 2015 - Present
Job Attended University of Miami
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley January 2015 - March 2015
Morgan Stanley Wealth Management May 2014 - January 2015
M.C. Trading Inc. May 2012 - May 2014
Skills
Sales, Customer Service, Microsoft Excel, PowerPoint, Retail, Teamwork, Time Management, Outlook, Public Speaking, Microsoft Office, Microsoft Word, Leadership, Research, Social Networking, Marketing, Social Media Marketing, Account Management, Social Media
Education
University of Miami 2008 — 2012
Bachelor of Arts (BA), Political Science
Morgan Stanley March 2015 - Present
Morgan Stanley January 2015 - March 2015
Morgan Stanley Wealth Management May 2014 - January 2015
M.C. Trading Inc. May 2012 - May 2014
Skills
Sales, Customer Service, Microsoft Excel, PowerPoint, Retail, Teamwork, Time Management, Outlook, Public Speaking, Microsoft Office, Microsoft Word, Leadership, Research, Social Networking, Marketing, Social Media Marketing, Account Management, Social Media
Education
University of Miami 2008 — 2012
Bachelor of Arts (BA), Political Science
Brian Seidman, CRPC®'s Morgan Stanley Experience July 2011 - November 2014
Job Divisional Sales Manager at MetLife
Industry Financial Services
Experience
MetLife November 2014 - Present
Morgan Stanley July 2011 - November 2014
Morgan Stanley March 2007 - July 2011
Ryan Beck & Co. April 2004 - March 2007
AXA Equitable August 2000 - April 2004
New York Life Insurance Company December 1999 - July 2000
Dreyfus July 1998 - November 1999
Skills
Mutual Funds, Series 7, Series 63, Retirement Planning, Series 6, Wealth Management, Annuities, Sales Management, Team Building, Coaching, Retirement Income..., Public Speaking, Series 26
Education
University of Massachusetts, Amherst 1994 — 1998
MetLife November 2014 - Present
Morgan Stanley July 2011 - November 2014
Morgan Stanley March 2007 - July 2011
Ryan Beck & Co. April 2004 - March 2007
AXA Equitable August 2000 - April 2004
New York Life Insurance Company December 1999 - July 2000
Dreyfus July 1998 - November 1999
Skills
Mutual Funds, Series 7, Series 63, Retirement Planning, Series 6, Wealth Management, Annuities, Sales Management, Team Building, Coaching, Retirement Income..., Public Speaking, Series 26
Education
University of Massachusetts, Amherst 1994 — 1998
Jenna Young Jenna Young's Morgan Stanley Experience June 2014 - Present
Job Interest Rate Sales Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
University of Miami August 2011 - May 2013
Nationwide Insurance June 2009 - July 2009
Skills
Nonprofits
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Finance and Management
New Albany High School 2006 — 2010
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
University of Miami August 2011 - May 2013
Nationwide Insurance June 2009 - July 2009
Skills
Nonprofits
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Finance and Management
New Albany High School 2006 — 2010
Austin Lemma's Morgan Stanley Experience April 2015 - Present
Job Listed Derivatives Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Global Arena Capital Corp. May 2014 - November 2014
The Amherst Business Improvement District February 2014 - May 2014
The Daily Collegian September 2013 - May 2014
Skills
Finance, Data Analysis, Leadership, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Social Networking, Social Media, Market Research, Customer Service, Microsoft Excel, Microsoft Powerpoint, Customer Satisfaction, Economics, Public Speaking, Research, Micosoft Word, Photoshop, Facebook, Adobe Illustrator, Merchandising, Food Service, Teamwork
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (B.A.), Economics
Morgan Stanley April 2015 - Present
Global Arena Capital Corp. May 2014 - November 2014
The Amherst Business Improvement District February 2014 - May 2014
The Daily Collegian September 2013 - May 2014
Skills
Finance, Data Analysis, Leadership, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Social Networking, Social Media, Market Research, Customer Service, Microsoft Excel, Microsoft Powerpoint, Customer Satisfaction, Economics, Public Speaking, Research, Micosoft Word, Photoshop, Facebook, Adobe Illustrator, Merchandising, Food Service, Teamwork
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (B.A.), Economics
Jake E. Hannah Jake E. Hannah's Morgan Stanley Experience May 2009 - August 2009
Job Acquisitions Analyst at DRA Advisors LLC
Industry Commercial Real Estate
Experience
DRA Advisors LLC April 2014 - Present
Rockwood Real Estate Advisors October 2012 - April 2014
Prospect Capital LLC October 2011 - October 2012
Morgan Stanley May 2009 - August 2009
Skills
Microsoft Excel, Argus Modeling, Financial Analysis, Negotiation, Financial Modeling, Data Analysis, Valuation, Microsoft Office, Comparable Analysis, DCF Valuation, Real Estate Transactions, Real Estate Economics, Alternative Investments, Equities, Asset Management, Due Diligence, Finance, Investment Properties
Education
University of Miami 2007 — 2011
Political Science & Business
DRA Advisors LLC April 2014 - Present
Rockwood Real Estate Advisors October 2012 - April 2014
Prospect Capital LLC October 2011 - October 2012
Morgan Stanley May 2009 - August 2009
Skills
Microsoft Excel, Argus Modeling, Financial Analysis, Negotiation, Financial Modeling, Data Analysis, Valuation, Microsoft Office, Comparable Analysis, DCF Valuation, Real Estate Transactions, Real Estate Economics, Alternative Investments, Equities, Asset Management, Due Diligence, Finance, Investment Properties
Education
University of Miami 2007 — 2011
Political Science & Business
Anthony Bramante Anthony Bramante's Morgan Stanley Experience August 2012 - Present
Job Financial Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
Morgan Stanley July 2010 - July 2012
Pershing June 2009 - August 2009
Skills
Finance, Investor Relations, Management, Financial Analysis
Education
Villanova University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
University of Melbourne 2008 — 2008
Morgan Stanley August 2012 - Present
Morgan Stanley July 2010 - July 2012
Pershing June 2009 - August 2009
Skills
Finance, Investor Relations, Management, Financial Analysis
Education
Villanova University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
University of Melbourne 2008 — 2008
Marci Gallun's Morgan Stanley Experience June 2015 - Present
Job Financial Advisor at Morgan Stanley
Industry Nonprofit Organization Management
Experience
Morgan Stanley June 2015 - Present
American Association for the Advancement of Science October 2010 - June 2015
Camp Hess Kramer June 2007 - August 2010
Revive Technologies November 2009 - May 2010
Peer Networker for Hillel August 2008 - December 2008
Skills
Social Media, Community Outreach, Blogging, PowerPoint, Microsoft Word, Social Media Marketing, Microsoft Excel, Marketing, Oral & Written..., Customer Service, Recruitment Advertising, Online Advertising, Salesforce.com, Constant Contact, Answering Phones, Phone Etiquette, Follow Through, Email Marketing, Advertising, Social Networking
Education
University of Miami 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
University of Miami - School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Morgan Stanley June 2015 - Present
American Association for the Advancement of Science October 2010 - June 2015
Camp Hess Kramer June 2007 - August 2010
Revive Technologies November 2009 - May 2010
Peer Networker for Hillel August 2008 - December 2008
Skills
Social Media, Community Outreach, Blogging, PowerPoint, Microsoft Word, Social Media Marketing, Microsoft Excel, Marketing, Oral & Written..., Customer Service, Recruitment Advertising, Online Advertising, Salesforce.com, Constant Contact, Answering Phones, Phone Etiquette, Follow Through, Email Marketing, Advertising, Social Networking
Education
University of Miami 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
University of Miami - School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Henri Albin's Morgan Stanley Experience July 2008 - January 2013
Job Financial Services Consultant
Industry Financial Services
Experience
Capco January 2013 - Present
Morgan Stanley July 2008 - January 2013
Skills
Financial Modeling, Valuation, Microsoft Office, Financial Analysis, Equities, Bloomberg, Hedge Funds, Investment Banking, Fixed Income, Microsoft Excel
Education
University of Miami - School of Business 2004 — 2008
BBA, Finance
University of Virginia 2007 — 2007
Semester at Sea
Capco January 2013 - Present
Morgan Stanley July 2008 - January 2013
Skills
Financial Modeling, Valuation, Microsoft Office, Financial Analysis, Equities, Bloomberg, Hedge Funds, Investment Banking, Fixed Income, Microsoft Excel
Education
University of Miami - School of Business 2004 — 2008
BBA, Finance
University of Virginia 2007 — 2007
Semester at Sea
Jeffrey M Bonilla's Morgan Stanley Experience January 1998 - January 2002
Job SVP/Institutional Research Sales/Axiom
Industry Financial Services
Experience
Axiom Capital Management June 2015 - Present
Jefferies & Company January 2000 - January 2009
Morgan Stanley January 1998 - January 2002
Chase January 1994 - January 1998
Skills
Series 7, Equities, Series 63, Equity Research, Fixed Income, Securities, Research, Trading, Investments, Financial Modeling, Valuation, Investment Banking, Alternative Investments
Education
University of Miami 1989 — 1993
BA, Business Administration, Management and Operations
Miami Palmetto Senior
math, science, economics, biology
Axiom Capital Management June 2015 - Present
Jefferies & Company January 2000 - January 2009
Morgan Stanley January 1998 - January 2002
Chase January 1994 - January 1998
Skills
Series 7, Equities, Series 63, Equity Research, Fixed Income, Securities, Research, Trading, Investments, Financial Modeling, Valuation, Investment Banking, Alternative Investments
Education
University of Miami 1989 — 1993
BA, Business Administration, Management and Operations
Miami Palmetto Senior
math, science, economics, biology
Josee Race Josee Race's Morgan Stanley Experience December 2002 - June 2005
Job Senior Manager, Business Applications at Tintri Storage
Industry Financial Services
Experience
Tintri Storage April 2014 - Present
Gorilla Logic July 2011 - Present
Gas Technologies LLC January 2011 - January 2013
Lone Star Securities, Inc. December 2006 - December 2010
Peak Venture Group November 2003 - August 2009
GrafikFX, LLC August 1998 - January 2008
Morgan Stanley December 2002 - June 2005
Optika June 1996 - June 1998
Baseline MOCON June 1993 - June 1996
Skills
Investments, Corporate Finance, Securities, Joint Ventures, Private Placements, Energy Industry, Mergers, Private Equity, Due Diligence, Venture Capital, Strategic Financial..., Financial Modeling, Capital Markets, Start-ups, Financial Analysis, Strategic Planning, Investment Banking, Entrepreneurship, Equities, Financial Structuring, Business Development, Leadership, Executive Management, Finance, Mergers & Acquisitions, Energy, Strategy, New Business Development, Marketing, SaaS
Education
University of Massachusetts, Amherst 1978 — 1982
BS, Zoology
Tintri Storage April 2014 - Present
Gorilla Logic July 2011 - Present
Gas Technologies LLC January 2011 - January 2013
Lone Star Securities, Inc. December 2006 - December 2010
Peak Venture Group November 2003 - August 2009
GrafikFX, LLC August 1998 - January 2008
Morgan Stanley December 2002 - June 2005
Optika June 1996 - June 1998
Baseline MOCON June 1993 - June 1996
Skills
Investments, Corporate Finance, Securities, Joint Ventures, Private Placements, Energy Industry, Mergers, Private Equity, Due Diligence, Venture Capital, Strategic Financial..., Financial Modeling, Capital Markets, Start-ups, Financial Analysis, Strategic Planning, Investment Banking, Entrepreneurship, Equities, Financial Structuring, Business Development, Leadership, Executive Management, Finance, Mergers & Acquisitions, Energy, Strategy, New Business Development, Marketing, SaaS
Education
University of Massachusetts, Amherst 1978 — 1982
BS, Zoology
Noelle Zola Noelle Zola's Morgan Stanley Experience May 1998 - September 2000
Job Senior Fiduciary Specialist at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management December 2012 - Present
Experis Finance August 2012 - November 2012
Citigroup Trust 2000 - 2004
Morgan Stanley May 1998 - September 2000
Morgan Stanley Dean Witter Trust FSB June 1996 - May 1998
Morgan Stanley Dean Witter Trust FSB May 1994 - May 1996
The Trust Company of the South September 1992 - April 1994
Skills
Fiduciary, High Net Worth..., Estate Planning, Asset Allocation, Financial Risk, Internal Audit, Trust Management, Trust Services, Trusts, Banking, Wealth Management, Investment Advisory, Private Banking, Wealth Management..., Financial Services, Investment Management, Mutual Funds, Asset Management, Alternative Investments, Securities, Wealth, Financial Advisory
Education
University of Miami School of Law 1989 — 1992
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Arts (BA), Political Science and Economics
BNY Mellon Wealth Management December 2012 - Present
Experis Finance August 2012 - November 2012
Citigroup Trust 2000 - 2004
Morgan Stanley May 1998 - September 2000
Morgan Stanley Dean Witter Trust FSB June 1996 - May 1998
Morgan Stanley Dean Witter Trust FSB May 1994 - May 1996
The Trust Company of the South September 1992 - April 1994
Skills
Fiduciary, High Net Worth..., Estate Planning, Asset Allocation, Financial Risk, Internal Audit, Trust Management, Trust Services, Trusts, Banking, Wealth Management, Investment Advisory, Private Banking, Wealth Management..., Financial Services, Investment Management, Mutual Funds, Asset Management, Alternative Investments, Securities, Wealth, Financial Advisory
Education
University of Miami School of Law 1989 — 1992
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Arts (BA), Political Science and Economics
Joseph Rappaport's Morgan Stanley Experience November 2012 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2012 - Present
University of Miami August 2008 - December 2012
MBF Clearing Corp. July 2011 - August 2011
MBF Clearing Corp. June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office
Education
University of Miami 2008 — 2012
BA, Marine Affairs
Staples High School 2004 — 2008
Morgan Stanley November 2012 - Present
University of Miami August 2008 - December 2012
MBF Clearing Corp. July 2011 - August 2011
MBF Clearing Corp. June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office
Education
University of Miami 2008 — 2012
BA, Marine Affairs
Staples High School 2004 — 2008
Peter Demoulias Peter Demoulias's Morgan Stanley Experience January 2005 - January 2006
Job Senior Regional Director New York City at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management June 2009 - Present
Columbia Management July 2005 - May 2009
Morgan Stanley January 2005 - January 2006
Skills
Investments, Equities, Hedge Funds, Series 63, Financial Advisory, ETFs, Investment Strategies, Mutual Funds, Finance, Relationship Management, Financial Markets, Insurance, Series 7, CRM, Leadership, Separately Managed..., Wealth Management, Financial Services, Retirement Planning, 401k, Alternative Investments, Fixed Annuities, Uniform Combined State..., Fixed Income, FINRA, Financial Planners, Investment Management, Series 6, Asset Allocation, Portfolio Management, Series 65, Asset Management, Investment Advisory, Series 24, IRAs, Bloomberg, Securities, Financial Analysis, Retirement, Sales Management, Salesforce.com, Strategic Financial..., Capital Markets, Estate Planning
Education
University of Massachusetts Lowell 2002 — 2004
BA, Business
Milford Academy 1998 — 1999
PG
Natixis Global Asset Management June 2009 - Present
Columbia Management July 2005 - May 2009
Morgan Stanley January 2005 - January 2006
Skills
Investments, Equities, Hedge Funds, Series 63, Financial Advisory, ETFs, Investment Strategies, Mutual Funds, Finance, Relationship Management, Financial Markets, Insurance, Series 7, CRM, Leadership, Separately Managed..., Wealth Management, Financial Services, Retirement Planning, 401k, Alternative Investments, Fixed Annuities, Uniform Combined State..., Fixed Income, FINRA, Financial Planners, Investment Management, Series 6, Asset Allocation, Portfolio Management, Series 65, Asset Management, Investment Advisory, Series 24, IRAs, Bloomberg, Securities, Financial Analysis, Retirement, Sales Management, Salesforce.com, Strategic Financial..., Capital Markets, Estate Planning
Education
University of Massachusetts Lowell 2002 — 2004
BA, Business
Milford Academy 1998 — 1999
PG
Graham Nolen Graham Nolen's Morgan Stanley Experience August 2015 - Present
Job Associate Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
AXA Advisors November 2014 - April 2015
LMI Services July 2014 - August 2014
SquadBattle December 2013 - February 2014
Staten Island Yankees May 2013 - July 2013
Skills
Proofreading, Customer Service, Microsoft Excel, Research, Editing, Microsoft Office, Microsoft Word, PowerPoint, Blogging, Fundraising, Public Speaking, Leadership
Education
University of Miami 2010 — 2014
Bachelor of Arts (B.A.), History
Morgan Stanley August 2015 - Present
AXA Advisors November 2014 - April 2015
LMI Services July 2014 - August 2014
SquadBattle December 2013 - February 2014
Staten Island Yankees May 2013 - July 2013
Skills
Proofreading, Customer Service, Microsoft Excel, Research, Editing, Microsoft Office, Microsoft Word, PowerPoint, Blogging, Fundraising, Public Speaking, Leadership
Education
University of Miami 2010 — 2014
Bachelor of Arts (B.A.), History
Karlvin Duperval Karlvin Duperval's Morgan Stanley Experience 2004 - 2005
Job Physician Relationship Manager at Tenet Healthcare
Industry Pharmaceuticals
Experience
Tenet Healthcare March 2013 - Present
Pfizer February 2006 - March 2013
Morgan Stanley 2004 - 2005
Skills
Rheumatology, Pharmaceutical Sales, Pulmonology, Endocrinology, Urology, Cardiology, Primary Care, OB/GYN, Pain Management, Neurology
Education
University of Tampa 2003 — 2005
M.B.A, Finance
University of Miami 1998 — 2002
B.A, Business Management and Organization
Tenet Healthcare March 2013 - Present
Pfizer February 2006 - March 2013
Morgan Stanley 2004 - 2005
Skills
Rheumatology, Pharmaceutical Sales, Pulmonology, Endocrinology, Urology, Cardiology, Primary Care, OB/GYN, Pain Management, Neurology
Education
University of Tampa 2003 — 2005
M.B.A, Finance
University of Miami 1998 — 2002
B.A, Business Management and Organization
Evan Vitale, CPA Evan Vitale, CPA's Morgan Stanley Experience June 2008 - August 2009
Job Vice President, Team Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2015 - Present
BNY Mellon March 2013 - February 2015
BNY Mellon June 2010 - February 2013
Morgan Stanley June 2008 - August 2009
Skills
Alternative Investments, Derivatives, Hedge Funds, Asset Managment, Private Equity, Equities, Portfolio Management, US GAAP, Fixed Income, Financial Reporting, Trading Systems, Fund Accounting, Prime Brokerage, Asset Management, Bloomberg, Fund Administration, Securities, Investments, Wealth Management, Bloomberg Terminal, Fund Of Funds, Capital Markets, Investment Banking, Internal Controls, Valuation, Financial Services, CPA, Financial Modeling, Mutual Funds, Financial Analysis, Trading, Swaps, Corporate Finance, Financial Risk, Finance, Equity Derivatives, Due Diligence, Banking, Credit Derivatives, Management, Microsoft Excel, Accounting
Education
University of Miami - School of Business 2006 — 2010
Bachelor of Business Administration, Accounting and Business Law
BNY Mellon March 2015 - Present
BNY Mellon March 2013 - February 2015
BNY Mellon June 2010 - February 2013
Morgan Stanley June 2008 - August 2009
Skills
Alternative Investments, Derivatives, Hedge Funds, Asset Managment, Private Equity, Equities, Portfolio Management, US GAAP, Fixed Income, Financial Reporting, Trading Systems, Fund Accounting, Prime Brokerage, Asset Management, Bloomberg, Fund Administration, Securities, Investments, Wealth Management, Bloomberg Terminal, Fund Of Funds, Capital Markets, Investment Banking, Internal Controls, Valuation, Financial Services, CPA, Financial Modeling, Mutual Funds, Financial Analysis, Trading, Swaps, Corporate Finance, Financial Risk, Finance, Equity Derivatives, Due Diligence, Banking, Credit Derivatives, Management, Microsoft Excel, Accounting
Education
University of Miami - School of Business 2006 — 2010
Bachelor of Business Administration, Accounting and Business Law
Hank Yangha Han Hank Yangha Han's Morgan Stanley Experience February 2004 - January 2005
Job
Industry Biotechnology
Experience
Apple August 2013 - Present
Morgan Stanley February 2004 - January 2005
Creative Vision Electronics LLC August 2003 - December 2003
Samsung Electronics America May 2002 - August 2002
Education
University of Medicine and Dentistry of New Jersey -New Jersey Medical School 2010 — 2012
Medicine
University of Pennsylvania
Bachelor's degree, Economics
Apple August 2013 - Present
Morgan Stanley February 2004 - January 2005
Creative Vision Electronics LLC August 2003 - December 2003
Samsung Electronics America May 2002 - August 2002
Education
University of Medicine and Dentistry of New Jersey -New Jersey Medical School 2010 — 2012
Medicine
University of Pennsylvania
Bachelor's degree, Economics
Naomi Fingerhut's Morgan Stanley Experience July 1998 - July 2001
Job Director NYSE Arca User Acceptance Testing
Industry Information Technology and Services
Experience
IntercontinentalExchange, Inc. July 2002 - Present
Morgan Stanley July 1998 - July 2001
Lehman Brothers 1986 - 1998
Skills
Exchange Connectivity, Low Latency, Electronic Trading, Trading Systems, Market Data, Equity Trading, User Acceptance Testing, ITIL Certified, Unix, Order Management, Equities, Financial Markets, Options, Trading, SDLC, Derivatives, Fixed Income, Equity Derivatives, Financial Services, Reference Data, Securities, Capital Markets, Hedge Funds, Trading System, Risk Management, Sybase, Business Continuity..., Requirements Gathering, Business Requirements, Bloomberg
Education
Villanova University
Master Certificate, Project Management
University of Phoenix 2005 — 2007
MBA, Technology Management
University of Miami 1984 — 1986
IntercontinentalExchange, Inc. July 2002 - Present
Morgan Stanley July 1998 - July 2001
Lehman Brothers 1986 - 1998
Skills
Exchange Connectivity, Low Latency, Electronic Trading, Trading Systems, Market Data, Equity Trading, User Acceptance Testing, ITIL Certified, Unix, Order Management, Equities, Financial Markets, Options, Trading, SDLC, Derivatives, Fixed Income, Equity Derivatives, Financial Services, Reference Data, Securities, Capital Markets, Hedge Funds, Trading System, Risk Management, Sybase, Business Continuity..., Requirements Gathering, Business Requirements, Bloomberg
Education
Villanova University
Master Certificate, Project Management
University of Phoenix 2005 — 2007
MBA, Technology Management
University of Miami 1984 — 1986
Elliott Server's Morgan Stanley Experience 1972 - 2003
Job Consultant at Secure Financial Services, Inc.
Industry Financial Services
Experience
Scales Consulting Group (affiliated with Secure Financial Services) January 2008 - Present
Storm Sentinel LLC December 2006 - July 2012
Morgan Stanley 1972 - 2003
Skills
Securities, Fixed Annuities, Series 7, Series 63, Wealth Management, Alternative Investments, Retirement, Insurance, Estate Planning, Life Insurance, Mutual Funds, Litigation Consulting, Financial Services, Investments, Expert Witness, Portfolio Management, Investment Advisory, Asset Allocation, Retirement Planning, High Net Worth..., Wealth Management...
Education
University of Miami 1966 — 1970
BA, American Civilization and Political Science
Scales Consulting Group (affiliated with Secure Financial Services) January 2008 - Present
Storm Sentinel LLC December 2006 - July 2012
Morgan Stanley 1972 - 2003
Skills
Securities, Fixed Annuities, Series 7, Series 63, Wealth Management, Alternative Investments, Retirement, Insurance, Estate Planning, Life Insurance, Mutual Funds, Litigation Consulting, Financial Services, Investments, Expert Witness, Portfolio Management, Investment Advisory, Asset Allocation, Retirement Planning, High Net Worth..., Wealth Management...
Education
University of Miami 1966 — 1970
BA, American Civilization and Political Science
Krishnan Maheswaran's Morgan Stanley Experience April 2008 - November 2014
Job Director at Hutchin Hill Capital
Industry Investment Management
Experience
Hutchin Hill Capital November 2014 - Present
Morgan Stanley April 2008 - November 2014
KBC Alternative Investment Management December 2005 - April 2008
The University of Melbourne 1994 - 2005
Skills
Hedge Funds, Market Risk, Structured Products, Alternative Investments, Quantitative Finance, Risk Management, Credit Derivatives, Financial Risk, Commodity Markets, Commodity, Capital Markets
Education
University of Melbourne
PhD, Finance
Hutchin Hill Capital November 2014 - Present
Morgan Stanley April 2008 - November 2014
KBC Alternative Investment Management December 2005 - April 2008
The University of Melbourne 1994 - 2005
Skills
Hedge Funds, Market Risk, Structured Products, Alternative Investments, Quantitative Finance, Risk Management, Credit Derivatives, Financial Risk, Commodity Markets, Commodity, Capital Markets
Education
University of Melbourne
PhD, Finance
Charlie Furcolo's Morgan Stanley Experience June 2006 - Present
Job Institutional Equity Sales
Industry Financial Services
Experience
Morgan Stanley June 2006 - Present
Cambridge Associates August 2005 - June 2006
Skills
Equities, Equity Research, Hedge Funds, Investments
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelors Degree, Finance
Morgan Stanley June 2006 - Present
Cambridge Associates August 2005 - June 2006
Skills
Equities, Equity Research, Hedge Funds, Investments
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelors Degree, Finance
Jim Della Guardia's Morgan Stanley Experience September 1990 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 1990 - Present
Education
University of Miami - School of Business 1985 — 1998
Morgan Stanley September 1990 - Present
Education
University of Miami - School of Business 1985 — 1998
Nicholas Smith's Morgan Stanley Experience March 2010 - October 2011
Job Consumer/Retail Equity Research
Industry Investment Management
Experience
Point72 Asset Management, L.P. October 2011 - Present
Morgan Stanley March 2010 - October 2011
Oppenheimer & Co. Inc. 2008 - 2010
JPMorgan 2007 - 2008
Skills
Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Equity Valuation, Private Equity, Investments, Asset Management, Mergers & Acquisitions, Alternative Investments, Financial Analysis, Portfolio Management, Emerging Markets
Education
University of Miami 2003 — 2007
BBA, Finance
Point72 Asset Management, L.P. October 2011 - Present
Morgan Stanley March 2010 - October 2011
Oppenheimer & Co. Inc. 2008 - 2010
JPMorgan 2007 - 2008
Skills
Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Equity Valuation, Private Equity, Investments, Asset Management, Mergers & Acquisitions, Alternative Investments, Financial Analysis, Portfolio Management, Emerging Markets
Education
University of Miami 2003 — 2007
BBA, Finance
Jie Gong's Morgan Stanley Experience VPJP Morgan2005 - 2007
Job VP at Morgan Stanley
Industry Venture Capital & Private Equity
Experience
Morgan Stanley VPJP Morgan2005 - 2007
international finance corporation 2003 - 2005
Education
University of Miami 1994 — 1996
Morgan Stanley VPJP Morgan2005 - 2007
international finance corporation 2003 - 2005
Education
University of Miami 1994 — 1996
Wendy Remington's Morgan Stanley Experience 1997 - 2003
Job Projects Officer at New York University Office of Sponsored Programs
Industry Higher Education
Experience
New York University February 2008 - Present
Aisling Arts, Inc. December 2000 - Present
New York University May 2003 - February 2008
aisling arts 2001 - 2008
Morgan Stanley 1997 - 2003
University of Massachusetts Amherst 1992 - 1997
Skills
Theatre, Research, Grant Writing, Editing, Film, Acting, Photoshop, Fundraising, Higher Education, Event Management, Art, Program Development, Event Planning, Plays, Microsoft Office, Nonprofits
Education
University of Massachusetts, Amherst 1992 — 1997
BA, Theater
New York University February 2008 - Present
Aisling Arts, Inc. December 2000 - Present
New York University May 2003 - February 2008
aisling arts 2001 - 2008
Morgan Stanley 1997 - 2003
University of Massachusetts Amherst 1992 - 1997
Skills
Theatre, Research, Grant Writing, Editing, Film, Acting, Photoshop, Fundraising, Higher Education, Event Management, Art, Program Development, Event Planning, Plays, Microsoft Office, Nonprofits
Education
University of Massachusetts, Amherst 1992 — 1997
BA, Theater
Donna Litvinsky's Morgan Stanley Experience 1997 - 2004
Job Human Resources at OchZiff Capital Management
Industry Human Resources
Experience
Och-Ziff Capital Management August 2004 - Present
Morgan Stanley 1997 - 2004
Leafstone Staffing July 1991 - 1997
Skills
Asset Managment, Talent Management, Equities, Asset Management, Talent Acquisition, Recruiting, Hedge Funds, HRIS, Deferred Compensation, Human Resources, Management
Education
University of Massachusetts, Amherst 1987 — 1991
Och-Ziff Capital Management August 2004 - Present
Morgan Stanley 1997 - 2004
Leafstone Staffing July 1991 - 1997
Skills
Asset Managment, Talent Management, Equities, Asset Management, Talent Acquisition, Recruiting, Hedge Funds, HRIS, Deferred Compensation, Human Resources, Management
Education
University of Massachusetts, Amherst 1987 — 1991
Andy Perlman's Morgan Stanley Experience January 2009 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2009 - Present
Merrill Lynch January 2006 - January 2009
Extended Stay Hotels 1996 - 2004
Extended Stay America 1995 - 2004
Blockbuster March 1994 - February 1996
Ryder August 1990 - February 1994
Blockbuster Entertainment 1993 - 1994
Ryder System 1988 - 1991
SunTrust Bank 1986 - 1989
Education
University of Miami - School of Business 1989 — 1990
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1982 — 1986
BBA, Finance
Morgan Stanley January 2009 - Present
Merrill Lynch January 2006 - January 2009
Extended Stay Hotels 1996 - 2004
Extended Stay America 1995 - 2004
Blockbuster March 1994 - February 1996
Ryder August 1990 - February 1994
Blockbuster Entertainment 1993 - 1994
Ryder System 1988 - 1991
SunTrust Bank 1986 - 1989
Education
University of Miami - School of Business 1989 — 1990
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1982 — 1986
BBA, Finance
Paola Canales's Morgan Stanley Experience 1999 - 1999
Job M&A Attorney at Clifford Chance
Industry Legal Services
Experience
Clifford Chance AssociateHolland & Knight LLP2004 - 2007
Merrill Lynch 1999 - 2000
Morgan Stanley 1999 - 1999
Education
University of Notre Dame Law School 2001 — 2004
University of Miami - School of Business 1996 — 2000
BBA, International Finance and Marketing
Clifford Chance AssociateHolland & Knight LLP2004 - 2007
Merrill Lynch 1999 - 2000
Morgan Stanley 1999 - 1999
Education
University of Notre Dame Law School 2001 — 2004
University of Miami - School of Business 1996 — 2000
BBA, International Finance and Marketing
Cameron Horwitz's Morgan Stanley Experience 2006 - 2006
Job Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey AnalystIroquois Capital2006 - 2007
Morgan Stanley 2006 - 2006
Education
University of Miami - School of Business
Finance, Accounting
SunTrust Robinson Humphrey AnalystIroquois Capital2006 - 2007
Morgan Stanley 2006 - 2006
Education
University of Miami - School of Business
Finance, Accounting
Mark Solomons's Morgan Stanley Experience August 2011 - Present
Job Managing Director, Head of West Coast Tech M&A at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2011 - Present
JPMorgan January 1997 - July 2011
J.P. Morgan January 1997 - July 2011
JP Morgan January 1997 - July 2011
J.P. Morgan Securities, Inc. January 1997 - July 2011
Deloitte Australia January 1994 - December 1996
Australian Army 1991 - 1993
Skills
Investment Banking, Mergers & Acquisitions, Spin-offs, Shareholder Activism, Tactics, Internet, Semiconductors, Software, Integrity, Humor, Corporate Development, Capital Markets, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Investments, LBO, Management, Mergers, Private Equity, Start-ups, Strategy, Valuation, Venture Capital
Education
University of Melbourne 1991 — 1993
Bachelor of commerce, Economics
Balwyn high school 1985 — 1990
Morgan Stanley August 2011 - Present
JPMorgan January 1997 - July 2011
J.P. Morgan January 1997 - July 2011
JP Morgan January 1997 - July 2011
J.P. Morgan Securities, Inc. January 1997 - July 2011
Deloitte Australia January 1994 - December 1996
Australian Army 1991 - 1993
Skills
Investment Banking, Mergers & Acquisitions, Spin-offs, Shareholder Activism, Tactics, Internet, Semiconductors, Software, Integrity, Humor, Corporate Development, Capital Markets, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Investments, LBO, Management, Mergers, Private Equity, Start-ups, Strategy, Valuation, Venture Capital
Education
University of Melbourne 1991 — 1993
Bachelor of commerce, Economics
Balwyn high school 1985 — 1990
Alexander Getsinger's Morgan Stanley Experience April 2004 - September 2008
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments September 2008 - April 2015
Morgan Stanley April 2004 - September 2008
Education
University of Miami 1999 — 2003
Bachelor’s Degree
Fidelity Investments April 2015 - Present
Fidelity Investments September 2008 - April 2015
Morgan Stanley April 2004 - September 2008
Education
University of Miami 1999 — 2003
Bachelor’s Degree
Jenny Tell's Morgan Stanley Experience 2004 - June 2010
Job Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2010 - Present
Morgan Stanley 2004 - June 2010
Morgan Stanley 2007 - 2008
UBS 2003 - 2005
Education
University of Michigan
BA, Sports Management & Communications
BNP Paribas June 2010 - Present
Morgan Stanley 2004 - June 2010
Morgan Stanley 2007 - 2008
UBS 2003 - 2005
Education
University of Michigan
BA, Sports Management & Communications
Derek Loomis's Morgan Stanley Experience February 2007 - October 2007
Job Enterprise Vulnerability Manager
Industry Information Technology and Services
Experience
LTI (Logic Technology Inc.) November 2011 - Present
Morgan Stanley February 2007 - October 2007
ESPN July 2004 - February 2007
Skills
WSUS, Kronos, Nmap, Microsoft Office, Excel, Word, PowerPoint, Visio, ENPS, Internet Explorer, SnagIt, Java, DHCP, DNS, POTS, Outlook, Remote Support, Backup Exec, RAID, Flash, Photoshop, Digital Photography, Photo Editing, Norton Ghost, NAS, KVM, Windows Server 2003, Windows Server 2008, Windows XP Professional, Windows 7, Windows Services, Biometrics, Lotus Notes, Apache, Customer Relations, Network Security, Network Administration, Network Engineering, Wireless Networking, IP Networking, CSS, Abra, HVAC Controls, Dreamweaver, Team Leadership, Cross-functional Team..., Project Management, Change Management, Security Management, TippingPoint IPS
Education
New Horizons 2008 — 2008
NISSP
Connecticut School of Broadcasting 2006 — 2006
University of Massachusetts, Amherst 1999 — 2004
Bachelors, History
LTI (Logic Technology Inc.) November 2011 - Present
Morgan Stanley February 2007 - October 2007
ESPN July 2004 - February 2007
Skills
WSUS, Kronos, Nmap, Microsoft Office, Excel, Word, PowerPoint, Visio, ENPS, Internet Explorer, SnagIt, Java, DHCP, DNS, POTS, Outlook, Remote Support, Backup Exec, RAID, Flash, Photoshop, Digital Photography, Photo Editing, Norton Ghost, NAS, KVM, Windows Server 2003, Windows Server 2008, Windows XP Professional, Windows 7, Windows Services, Biometrics, Lotus Notes, Apache, Customer Relations, Network Security, Network Administration, Network Engineering, Wireless Networking, IP Networking, CSS, Abra, HVAC Controls, Dreamweaver, Team Leadership, Cross-functional Team..., Project Management, Change Management, Security Management, TippingPoint IPS
Education
New Horizons 2008 — 2008
NISSP
Connecticut School of Broadcasting 2006 — 2006
University of Massachusetts, Amherst 1999 — 2004
Bachelors, History
Robert Grom's Morgan Stanley Experience 1997 - 2002
Job Financial Services
Industry Financial Services
Experience
RG Legal Search 2011 - Present
Morgan Stanley 1997 - 2002
Education
University of Massachusetts, Amherst
RG Legal Search 2011 - Present
Morgan Stanley 1997 - 2002
Education
University of Massachusetts, Amherst
Graziella Deschineau's Morgan Stanley Experience August 2011 - Present
Job Director, Project Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley January 2008 - July 2011
Morgan Stanley July 2006 - December 2007
Goldman Sachs September 2005 - June 2006
Wellington Management July 2002 - August 2005
Investors Bank & Trust July 2000 - July 2002
Skills
Financial Services, Project Management, Talent Management, Recruiting, Management, Coordinating Events, Account Management, Strategic Planning, Project Coordination, Diversity & Inclusion, Financial Analysis, Valuation, Investments, Equities, Leadership, Analysis, Finance, Business Analysis, Human Resources, Sales
Education
University of Massachusetts, Amherst 1995 — 2000
BA, Economics
University of Paris IV, Sorbonne University 1999 — 2000
Certificate of French Language and French Civilization, French Studies
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley January 2008 - July 2011
Morgan Stanley July 2006 - December 2007
Goldman Sachs September 2005 - June 2006
Wellington Management July 2002 - August 2005
Investors Bank & Trust July 2000 - July 2002
Skills
Financial Services, Project Management, Talent Management, Recruiting, Management, Coordinating Events, Account Management, Strategic Planning, Project Coordination, Diversity & Inclusion, Financial Analysis, Valuation, Investments, Equities, Leadership, Analysis, Finance, Business Analysis, Human Resources, Sales
Education
University of Massachusetts, Amherst 1995 — 2000
BA, Economics
University of Paris IV, Sorbonne University 1999 — 2000
Certificate of French Language and French Civilization, French Studies
Ted Sheehan's Morgan Stanley Experience April 1998 - March 2007
Job Director, Deutsche Bank Alex. Brown
Industry Financial Services
Experience
Deutsche Bank Alex. Brown March 2007 - Present
Morgan Stanley April 1998 - March 2007
Harte, Carucci & Driscoll January 1995 - April 1998
Education
University of Massachusetts Lowell 1987 — 1990
BS, Accounting
Deutsche Bank Alex. Brown March 2007 - Present
Morgan Stanley April 1998 - March 2007
Harte, Carucci & Driscoll January 1995 - April 1998
Education
University of Massachusetts Lowell 1987 — 1990
BS, Accounting
Karelis Barrios's Morgan Stanley Experience November 2005 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2005 - Present
Education
University of Miami - School of Business 2000 — 2005
BA, Finance and Accounting
Morgan Stanley November 2005 - Present
Education
University of Miami - School of Business 2000 — 2005
BA, Finance and Accounting
Kathleen Li's Morgan Stanley Experience September 2003 - June 2005
Job Vice President, Global AML Policy at CIti
Industry Banking
Experience
Citi August 2014 - Present
HSBC July 2013 - August 2014
Barclays December 2012 - June 2013
UBS November 2010 - January 2011
Deutsche Bank January 2006 - September 2007
Prudential Financial June 2005 - August 2005
Morgan Stanley September 2003 - June 2005
Skills
Windows, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Visual Basic, C++, Bloomberg, Reuters, ACT!, Equities, AML, KYC, Equity Derivatives, Bank Secrecy Act, Structured Products, Derivatives, Dodd-Frank, USA PATRIOT Act, Financial Services
Education
University of Melbourne 2010 — 2012
Juris Doctor, Law
New York University, Stern School of Business 2002 — 2006
Bachelor of Science, Finance and Accounting
Citi August 2014 - Present
HSBC July 2013 - August 2014
Barclays December 2012 - June 2013
UBS November 2010 - January 2011
Deutsche Bank January 2006 - September 2007
Prudential Financial June 2005 - August 2005
Morgan Stanley September 2003 - June 2005
Skills
Windows, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Visual Basic, C++, Bloomberg, Reuters, ACT!, Equities, AML, KYC, Equity Derivatives, Bank Secrecy Act, Structured Products, Derivatives, Dodd-Frank, USA PATRIOT Act, Financial Services
Education
University of Melbourne 2010 — 2012
Juris Doctor, Law
New York University, Stern School of Business 2002 — 2006
Bachelor of Science, Finance and Accounting
Erin Wischer's Morgan Stanley Experience June 2003 - August 2003
Job Business Manager at Vogel & Co.
Industry Financial Services
Experience
Vogel & Co. 2011 - Present
AllianceBernstein March 2010 - April 2011
AllianceBernstein April 2006 - February 2010
Barron's Educational Series August 2004 - April 2006
Media Education Foundation February 2004 - May 2004
Morgan Stanley June 2003 - August 2003
Education
University of Massachusetts, Amherst 2000 — 2004
BA, Communication
Great Neck South High 1996 — 2000
Vogel & Co. 2011 - Present
AllianceBernstein March 2010 - April 2011
AllianceBernstein April 2006 - February 2010
Barron's Educational Series August 2004 - April 2006
Media Education Foundation February 2004 - May 2004
Morgan Stanley June 2003 - August 2003
Education
University of Massachusetts, Amherst 2000 — 2004
BA, Communication
Great Neck South High 1996 — 2000
Jonathan Tong's Morgan Stanley Experience October 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Goldman Sachs September 2007 - October 2013
Goldman Sachs 2007 - 2013
Skills
Derivatives, Equities, Hedge Funds, Fixed Income, Prime Brokerage, Options, Trading Systems, Middle Office, Electronic Trading, Equity Derivatives, Credit Derivatives, Capital Markets, Bloomberg, Investment Banking, Structured Products, CDS, Swaps, Equity Trading, Collateral Management, Securities Lending, Interest Rate..., Market Data, Securities, FX Options, Alternative Investments, Emerging Markets
Education
University of Massachusetts, Amherst 2003 — 2006
Bachelor of Arts (B.A.), Pre-Law Studies; Sociology
Morgan Stanley October 2013 - Present
Goldman Sachs September 2007 - October 2013
Goldman Sachs 2007 - 2013
Skills
Derivatives, Equities, Hedge Funds, Fixed Income, Prime Brokerage, Options, Trading Systems, Middle Office, Electronic Trading, Equity Derivatives, Credit Derivatives, Capital Markets, Bloomberg, Investment Banking, Structured Products, CDS, Swaps, Equity Trading, Collateral Management, Securities Lending, Interest Rate..., Market Data, Securities, FX Options, Alternative Investments, Emerging Markets
Education
University of Massachusetts, Amherst 2003 — 2006
Bachelor of Arts (B.A.), Pre-Law Studies; Sociology
Susan Udelson's Morgan Stanley Experience 1985 - 1987
Job Executive Director, The Paula Takacs Foundation for Sarcoma Research
Industry Nonprofit Organization Management
Experience
The Paula Takacs Foundation for Sarcoma Research 2012 - Present
Oscher Consulting 1993 - 1996
NASDAQ 1989 - 1992
H.C. Wainwright 1988 - 1989
Morgan Stanley 1985 - 1987
Skills
Securities, Analysis, Event Management, Strategy, Social Media Marketing, Social Media, Event Planning, Sales
Education
University of Massachusetts, Amherst 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance
The Paula Takacs Foundation for Sarcoma Research 2012 - Present
Oscher Consulting 1993 - 1996
NASDAQ 1989 - 1992
H.C. Wainwright 1988 - 1989
Morgan Stanley 1985 - 1987
Skills
Securities, Analysis, Event Management, Strategy, Social Media Marketing, Social Media, Event Planning, Sales
Education
University of Massachusetts, Amherst 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance
Michael Minior's Morgan Stanley Experience May 2006 - June 2011
Job Vice President Bank of America
Industry Financial Services
Experience
Bank of America July 2011 - Present
Morgan Stanley May 2006 - June 2011
Accenture January 2001 - May 2006
Education
University of Massachusetts Lowell
Bachelor's Degree, Finance
Bank of America July 2011 - Present
Morgan Stanley May 2006 - June 2011
Accenture January 2001 - May 2006
Education
University of Massachusetts Lowell
Bachelor's Degree, Finance
Cynthia Puchalski's Morgan Stanley Experience October 2009 - Present
Job AVP, Associate Private Banker, Morgan Stanley
Industry Banking
Experience
Morgan Stanley October 2009 - Present
Citigroup April 1996 - October 2009
Enodis/ Welbilt Corporation May 1991 - April 1996
Education
University of Massachusetts, Amherst 1983 — 1987
ba, Communications
Morgan Stanley October 2009 - Present
Citigroup April 1996 - October 2009
Enodis/ Welbilt Corporation May 1991 - April 1996
Education
University of Massachusetts, Amherst 1983 — 1987
ba, Communications
Jorge R. Alvarez's Morgan Stanley Experience 1998 - 2001
Job Vice President at Simply Healthcare Plans; Operations & Process Improvement
Industry Hospital & Health Care
Experience
Simply Healthcare Plans 2012 - Present
FHRC 2009 - 2012
Bayview Financial 2002 - 2009
Morgan Stanley 1998 - 2001
Skills
Leadership, Management, Mergers, Process Improvement, Risk Management, Strategic Planning, Strategy, Change Management, Business Development, Analysis, Finance, Mergers, Start-ups
Education
University of Miami
Master of Business Administration (MBA), Healthcare Management & Policy
University of Miami
B.S., Industrial Engineering
Simply Healthcare Plans 2012 - Present
FHRC 2009 - 2012
Bayview Financial 2002 - 2009
Morgan Stanley 1998 - 2001
Skills
Leadership, Management, Mergers, Process Improvement, Risk Management, Strategic Planning, Strategy, Change Management, Business Development, Analysis, Finance, Mergers, Start-ups
Education
University of Miami
Master of Business Administration (MBA), Healthcare Management & Policy
University of Miami
B.S., Industrial Engineering
Steven Beigel's Morgan Stanley Experience November 1999 - June 2006
Job Investment ProfessionalPortfolio, Trading
Industry Investment Management
Experience
SFB Investments 2010 - Present
Castalia Fund Management July 2006 - July 2010
Morgan Stanley November 1999 - June 2006
Paine Webber 1991 - 1998
Skills
Asset Management, Equities, Financial Modeling, Hedge Funds, Fixed Income, Risk Management, Alternative Investments, Derivatives, Investments, Capital Markets, Strategic Planning, Management, Portfolio Management
Education
New York University, Stern School of Business
MBA, Finance
University of Miami
BS, Mathematics
SFB Investments 2010 - Present
Castalia Fund Management July 2006 - July 2010
Morgan Stanley November 1999 - June 2006
Paine Webber 1991 - 1998
Skills
Asset Management, Equities, Financial Modeling, Hedge Funds, Fixed Income, Risk Management, Alternative Investments, Derivatives, Investments, Capital Markets, Strategic Planning, Management, Portfolio Management
Education
New York University, Stern School of Business
MBA, Finance
University of Miami
BS, Mathematics
Shawn Mauro's Morgan Stanley Experience August 2008 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2008 - Present
Merrill Lynch October 2006 - August 2008
Skills
Strategic Financial..., Investment Management, Alternative Investments, Life Insurance, Long-term Care, College Education..., Estate Planning, Liquidity Management, Risk Management, Monetization, Securities Lending, Multi-generational..., Philanthropy, Wealth Management, Retirement Planning
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Economics with a Minor in Mathematics
American Aerobic Association International Sports Medicine Association 2005 — 2005
Certification, Personal Trainer
Morgan Stanley August 2008 - Present
Merrill Lynch October 2006 - August 2008
Skills
Strategic Financial..., Investment Management, Alternative Investments, Life Insurance, Long-term Care, College Education..., Estate Planning, Liquidity Management, Risk Management, Monetization, Securities Lending, Multi-generational..., Philanthropy, Wealth Management, Retirement Planning
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Economics with a Minor in Mathematics
American Aerobic Association International Sports Medicine Association 2005 — 2005
Certification, Personal Trainer
Matthew Fundakowski's Morgan Stanley Experience April 2012 - Present
Job North America Collateral/Indications Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
LL Bean September 2011 - April 2012
Thomas Weisel Partners LLC May 2007 - July 2009
Stone & Youngberg LLC July 2003 - May 2007
Skills
FINRA, Financial Services, Collateral Management, OTC Derivatives, Equities, Hedge Funds, Asset Management, Fixed Income
Education
University of Massachusetts, Amherst 1995 — 1998
B.A., Philosophy and History
Morgan Stanley April 2012 - Present
LL Bean September 2011 - April 2012
Thomas Weisel Partners LLC May 2007 - July 2009
Stone & Youngberg LLC July 2003 - May 2007
Skills
FINRA, Financial Services, Collateral Management, OTC Derivatives, Equities, Hedge Funds, Asset Management, Fixed Income
Education
University of Massachusetts, Amherst 1995 — 1998
B.A., Philosophy and History
Rajani Kutty's Morgan Stanley Experience October 2005 - June 2009
Job Product Management
Industry Computer Software
Experience
PayLease September 2013 - November 2014
Mitchell International July 2012 - May 2013
CRES February 2011 - April 2012
Pragathi Resorts July 2009 - January 2011
Morgan Stanley October 2005 - June 2009
Goldman Sachs February 2004 - October 2005
GlaxoSmithKline July 2003 - February 2004
Skills
Certified Project..., Product Management, Data Analysis, Project Planning, Change Management, Program Management, Business Analysis, Agile Methodologies, Enterprise Software, Consumer Software, Mobile Applications, SaaS, Business Strategy, User Experience, Cross-functional Team..., Requirements Management, Market Analysis, Market Research, Product Launch, Salesforce.com, Market Requirements..., Scrum, Project Management, Competitive Analysis, Product Marketing
Education
University of Pennsylvania 2001 — 2003
Master of Science (MS)
University of Melbourne
Master of Engineering (MEng)
PayLease September 2013 - November 2014
Mitchell International July 2012 - May 2013
CRES February 2011 - April 2012
Pragathi Resorts July 2009 - January 2011
Morgan Stanley October 2005 - June 2009
Goldman Sachs February 2004 - October 2005
GlaxoSmithKline July 2003 - February 2004
Skills
Certified Project..., Product Management, Data Analysis, Project Planning, Change Management, Program Management, Business Analysis, Agile Methodologies, Enterprise Software, Consumer Software, Mobile Applications, SaaS, Business Strategy, User Experience, Cross-functional Team..., Requirements Management, Market Analysis, Market Research, Product Launch, Salesforce.com, Market Requirements..., Scrum, Project Management, Competitive Analysis, Product Marketing
Education
University of Pennsylvania 2001 — 2003
Master of Science (MS)
University of Melbourne
Master of Engineering (MEng)
Rick Gusmano's Morgan Stanley Experience August 2010 - Present
Job ISG Analyst Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
University of Miami Police Department September 2008 - May 2010
Group Health NY & Term Life Savers May 2009 - January 2010
Bank United Center February 2007 - May 2008
Education
University of Miami 2006 — 2010
Bachelor of Business Administration
University of Miami - School of Business 2006 — 2010
Bachelor, Finance, Ecosystems Science and Policy
Morgan Stanley August 2010 - Present
University of Miami Police Department September 2008 - May 2010
Group Health NY & Term Life Savers May 2009 - January 2010
Bank United Center February 2007 - May 2008
Education
University of Miami 2006 — 2010
Bachelor of Business Administration
University of Miami - School of Business 2006 — 2010
Bachelor, Finance, Ecosystems Science and Policy
Eric Choma's Morgan Stanley Experience June 2007 - November 2007
Job Co Founder at Doughboys Vaped Goods LLC
Industry Consumer Goods
Experience
Doughboys Vaped Goods LLC May 2015 - Present
THL Shoreline LLC June 2014 - June 2015
Deloitte August 2009 - July 2013
Morgan Stanley June 2007 - November 2007
Skills
Financial Analysis, Financial Modeling, Accounting, Auditing, US GAAP, GAAP, Financial Reporting, Financial Accounting, SEC filings, Sarbanes-Oxley Act, Corporate Finance, External Audit, IFRS, Finance, Internal Controls, Technology, Assurance, CPA
Education
University of Miami - School of Business 2008 — 2009
MPrA, Accounting, 3.8 GPA
University of Miami 2003 — 2007
BBA, Accounting, Finance, 3.5 GPA
DHHS 1999 — 2003
Doughboys Vaped Goods LLC May 2015 - Present
THL Shoreline LLC June 2014 - June 2015
Deloitte August 2009 - July 2013
Morgan Stanley June 2007 - November 2007
Skills
Financial Analysis, Financial Modeling, Accounting, Auditing, US GAAP, GAAP, Financial Reporting, Financial Accounting, SEC filings, Sarbanes-Oxley Act, Corporate Finance, External Audit, IFRS, Finance, Internal Controls, Technology, Assurance, CPA
Education
University of Miami - School of Business 2008 — 2009
MPrA, Accounting, 3.8 GPA
University of Miami 2003 — 2007
BBA, Accounting, Finance, 3.5 GPA
DHHS 1999 — 2003
Roy Alexander's Morgan Stanley Experience 1997 - 2002
Job Director at KPMG
Industry Investment Banking
Experience
KPMG August 2014 - Present
Advent Software August 2011 - August 2014
Credit Suisse 2002 - January 2011
Morgan Stanley 1997 - 2002
Lehman Brothers 1995 - 1997
Pershing 1992 - 1995
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Alternative Investments, Equities, Derivatives, Sales, Client Services, Process Consulting, Trading Systems, Finance, Financial Services, Middle Office, Trading, Options, Bloomberg, Fund Accounting, Relationship Management, Capital Markets, Investment Banking, Securities, Fund Of Funds, Margin, Security Operations
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Finance, Economics
KPMG August 2014 - Present
Advent Software August 2011 - August 2014
Credit Suisse 2002 - January 2011
Morgan Stanley 1997 - 2002
Lehman Brothers 1995 - 1997
Pershing 1992 - 1995
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Alternative Investments, Equities, Derivatives, Sales, Client Services, Process Consulting, Trading Systems, Finance, Financial Services, Middle Office, Trading, Options, Bloomberg, Fund Accounting, Relationship Management, Capital Markets, Investment Banking, Securities, Fund Of Funds, Margin, Security Operations
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Finance, Economics
Joshua Cahill's Morgan Stanley Experience March 2000 - November 2001
Job Senior Research Analyst
Industry Investment Management
Experience
Portolan Capital Management December 2004 - Present
Citi November 2002 - November 2004
Morgan Stanley March 2000 - November 2001
Lehman Brothers June 1998 - March 2000
State Street June 1997 - June 1998
Skills
Equities, Investment Management, Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Valuation, Series 63, Investments, Investment Strategies, Series 7, Mutual Funds, Fixed Income, Securities, Capital Markets, Asset Allocation, Wealth Management, Private Equity, Equity Research, Investment Banking, Strategic Financial..., Financial Modeling, Trading, Asset Management, Bloomberg, Equity Valuation
Education
University of Massachusetts, Amherst 1993 — 1997
Bachelor's Degree, Political Science and Government
Portolan Capital Management December 2004 - Present
Citi November 2002 - November 2004
Morgan Stanley March 2000 - November 2001
Lehman Brothers June 1998 - March 2000
State Street June 1997 - June 1998
Skills
Equities, Investment Management, Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Valuation, Series 63, Investments, Investment Strategies, Series 7, Mutual Funds, Fixed Income, Securities, Capital Markets, Asset Allocation, Wealth Management, Private Equity, Equity Research, Investment Banking, Strategic Financial..., Financial Modeling, Trading, Asset Management, Bloomberg, Equity Valuation
Education
University of Massachusetts, Amherst 1993 — 1997
Bachelor's Degree, Political Science and Government
David Palmerola's Morgan Stanley Experience 2006 - 2006
Job Manager, M&A and Corporate Development
Industry Investment Management
Experience
ADT June 2013 - Present
Citi August 2009 - June 2013
UBS Investment Bank June 2007 - June 2009
Morgan Stanley 2006 - 2006
Skills
Valuation, Investment Banking, Financial Modeling, Private Equity, Corporate Finance, Equities, Capital Markets, Fixed Income, Bloomberg, LBO, Hedge Funds, Investments, Mergers, Mergers & Acquisitions, IPO, Corporate Development, Strategy, Investment Strategies, Finance, Alternative Investments, Portfolio Management, Analysis
Education
University of Miami - School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
University of Miami 2003 — 2007
BA, Finance
Christopher Columbus 1999 — 2003
ADT June 2013 - Present
Citi August 2009 - June 2013
UBS Investment Bank June 2007 - June 2009
Morgan Stanley 2006 - 2006
Skills
Valuation, Investment Banking, Financial Modeling, Private Equity, Corporate Finance, Equities, Capital Markets, Fixed Income, Bloomberg, LBO, Hedge Funds, Investments, Mergers, Mergers & Acquisitions, IPO, Corporate Development, Strategy, Investment Strategies, Finance, Alternative Investments, Portfolio Management, Analysis
Education
University of Miami - School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
University of Miami 2003 — 2007
BA, Finance
Christopher Columbus 1999 — 2003
Anthony Vitagliano's Morgan Stanley Experience September 1997 - September 2004
Job Financial Advisor , First Vice PresidentInvestments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2004 - Present
Morgan Stanley September 1997 - September 2004
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning
Education
University of Miami - School of Business 1980 — 1984
Bachelor of Business Administration (BBA), Finance
University of Miami
UBS Wealth Management September 2004 - Present
Morgan Stanley September 1997 - September 2004
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning
Education
University of Miami - School of Business 1980 — 1984
Bachelor of Business Administration (BBA), Finance
University of Miami
Juan M. Sese's Morgan Stanley Experience 1998 - 2000
Job Experienced Finance Professional
Industry Capital Markets
Experience
Burger King Central America January 2013 - Present
. 2002 - 2012
Salomon Smith Barney 2000 - 2002
Morgan Stanley 1998 - 2000
Skills
Business Strategy, Corporate Finance, Valuation, Finance, Financial Analysis, Budgets, Process Improvement, Financial Markets, Managerial Finance, Trading, Asset Management, Mergers & Acquisitions, CRM, Management, Leadership, Auditing, Investments, Pricing, Strategy, Forecasting, Market Analysis, Strategic Financial..., P&L, Business Planning
Education
University of Miami - School of Business 2010 — 2011
MBA, Business & Finance
Burger King Central America January 2013 - Present
. 2002 - 2012
Salomon Smith Barney 2000 - 2002
Morgan Stanley 1998 - 2000
Skills
Business Strategy, Corporate Finance, Valuation, Finance, Financial Analysis, Budgets, Process Improvement, Financial Markets, Managerial Finance, Trading, Asset Management, Mergers & Acquisitions, CRM, Management, Leadership, Auditing, Investments, Pricing, Strategy, Forecasting, Market Analysis, Strategic Financial..., P&L, Business Planning
Education
University of Miami - School of Business 2010 — 2011
MBA, Business & Finance
Mark Scuderi's Morgan Stanley Experience 2004 - 2006
Job Owner, Mark S. Scuderi, CDFA
Industry Financial Services
Experience
Mark S. Scuderi, CDFA 2005 - Present
Morgan Stanley 2004 - 2006
IBM 1977 - 2002
Skills
Customer Service, Strategic Planning, Public Speaking, Social Media, Team Building, Microsoft Excel, New Business Development, Microsoft Office, Account Management, Public Relations, Sales, Sales Management
Education
University of Miami - School of Business 1983 — 1984
Master of Business Administration (MBA)
Mark S. Scuderi, CDFA 2005 - Present
Morgan Stanley 2004 - 2006
IBM 1977 - 2002
Skills
Customer Service, Strategic Planning, Public Speaking, Social Media, Team Building, Microsoft Excel, New Business Development, Microsoft Office, Account Management, Public Relations, Sales, Sales Management
Education
University of Miami - School of Business 1983 — 1984
Master of Business Administration (MBA)
Robert Arias's Morgan Stanley Experience May 2010 - August 2010
Job Audit Senior at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte September 2013 - Present
Deloitte September 2012 - August 2013
Deloitte January 2012 - August 2012
Kaplan Test Prep and Admissions March 2011 - December 2011
Beta Alpha Psi May 2010 - June 2011
Morgan Stanley May 2010 - August 2010
Carnival Corporation March 2010 - May 2010
Education
University of Miami 2007 — 2011
Bachelor of Science in Business Administration, Accounting and Finance
Barbara Goleman Senior High
Deloitte September 2013 - Present
Deloitte September 2012 - August 2013
Deloitte January 2012 - August 2012
Kaplan Test Prep and Admissions March 2011 - December 2011
Beta Alpha Psi May 2010 - June 2011
Morgan Stanley May 2010 - August 2010
Carnival Corporation March 2010 - May 2010
Education
University of Miami 2007 — 2011
Bachelor of Science in Business Administration, Accounting and Finance
Barbara Goleman Senior High
Edward Eccles, CAIA's Morgan Stanley Experience September 1997 - July 2006
Job Executive Director, Oppenheimer Asset Management
Industry Financial Services
Experience
Oppenheimer Asset Management July 2007 - Present
Citi August 2006 - June 2007
Morgan Stanley September 1997 - July 2006
Skills
Portfolio Management, Investment Management, Mutual Funds, Asset Allocation, Separately Managed..., Investment Strategies, ETFs, Alternative Investments, Asset Managment, Investments, Quantitative Analytics, Financial Services, Wealth Management, Fund Of Funds, Hedge Funds, Fixed Income
Education
University of Massachusetts, Amherst 1987 — 1990
Bachelor of Arts, Economics
Oppenheimer Asset Management July 2007 - Present
Citi August 2006 - June 2007
Morgan Stanley September 1997 - July 2006
Skills
Portfolio Management, Investment Management, Mutual Funds, Asset Allocation, Separately Managed..., Investment Strategies, ETFs, Alternative Investments, Asset Managment, Investments, Quantitative Analytics, Financial Services, Wealth Management, Fund Of Funds, Hedge Funds, Fixed Income
Education
University of Massachusetts, Amherst 1987 — 1990
Bachelor of Arts, Economics
Carly Scales's Morgan Stanley Experience April 2010 - January 2015
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Morgan Stanley April 2010 - January 2015
Goldman Sachs 1997 - April 2010
Skills
Derivatives, Fixed Income, Equities, Derivative Operations, Equity Derivatives, Credit Derivatives, Options, Middle Office, Prime Brokerage, Capital Markets, Trading Systems, CDS, Structured Products, Hedge Funds, Swaps, Electronic Trading, Securities Lending, CDO, Clearing, Strategic Planning, New Business Development, Dodd-Frank, Risk Management
Education
University of Massachusetts, Amherst
Goldman Sachs January 2015 - Present
Morgan Stanley April 2010 - January 2015
Goldman Sachs 1997 - April 2010
Skills
Derivatives, Fixed Income, Equities, Derivative Operations, Equity Derivatives, Credit Derivatives, Options, Middle Office, Prime Brokerage, Capital Markets, Trading Systems, CDS, Structured Products, Hedge Funds, Swaps, Electronic Trading, Securities Lending, CDO, Clearing, Strategic Planning, New Business Development, Dodd-Frank, Risk Management
Education
University of Massachusetts, Amherst
Agustin Palma's Morgan Stanley Experience August 2001 - September 2015
Job EM Local Markets Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2001 - September 2015
Skills
Bloomberg, Derivatives, Capital Markets, Fixed Income, Financial Markets, Trading, Hedge Funds, Trading Systems, Emerging Markets, Bonds, FX Options, Portfolio Management, Investment Banking
Education
University of Miami 1997 — 2001
Bachelor’s Degree, Business Administration and Management, Genera; Computer Information Systems
Morgan Stanley August 2001 - September 2015
Skills
Bloomberg, Derivatives, Capital Markets, Fixed Income, Financial Markets, Trading, Hedge Funds, Trading Systems, Emerging Markets, Bonds, FX Options, Portfolio Management, Investment Banking
Education
University of Miami 1997 — 2001
Bachelor’s Degree, Business Administration and Management, Genera; Computer Information Systems
Hamish Bunn's Morgan Stanley Experience 2012 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
Skills
Equities, Fixed Income, Investment Banking, Capital Markets, Hedge Funds, Investments, Derivatives, Alternative Investments, Series 7, Private Equity, Asset Management, Valuation, Portfolio Management, Wealth Management, Financial Modeling
Education
University of Melbourne
Bachelor of Applied Science (B.A.Sc.) Hons, Mathematics
Morgan Stanley 2012 - Present
Skills
Equities, Fixed Income, Investment Banking, Capital Markets, Hedge Funds, Investments, Derivatives, Alternative Investments, Series 7, Private Equity, Asset Management, Valuation, Portfolio Management, Wealth Management, Financial Modeling
Education
University of Melbourne
Bachelor of Applied Science (B.A.Sc.) Hons, Mathematics
Tom Verzi, II's Morgan Stanley Experience February 2000 - November 2005
Job Sales Executive at NorthStar Memorial Group
Industry Consumer Services
Experience
NorthStar Memorial Group September 2012 - Present
Stewart Enterprises March 2006 - February 2011
Morgan Stanley February 2000 - November 2005
Skills
Sales Management, Increasing Sales Revenue, Sales Rep Training, Sales Operations, Sales Presentation..., Sales Prospecting, Sales Performance, Sales Process...
Education
University of Miami
Business Administration and Management, General
NorthStar Memorial Group September 2012 - Present
Stewart Enterprises March 2006 - February 2011
Morgan Stanley February 2000 - November 2005
Skills
Sales Management, Increasing Sales Revenue, Sales Rep Training, Sales Operations, Sales Presentation..., Sales Prospecting, Sales Performance, Sales Process...
Education
University of Miami
Business Administration and Management, General
Mandhyan Indur's Morgan Stanley Experience December 2003 - February 2011
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2011 - Present
Morgan Stanley December 2003 - February 2011
Sarnoff Corporation January 2001 - December 2003
Skills
Information Security, Computer Security, Java, .NET, Risk Management, Security, Management, Network Security, Software Engineering, Software Design, Wireless Security, Identity Management, PKI, Cryptography
Education
University of Massachusetts, Amherst
Doctor of Philosophy (Ph.D.), Mathematics and Computer Science
BNY Mellon February 2011 - Present
Morgan Stanley December 2003 - February 2011
Sarnoff Corporation January 2001 - December 2003
Skills
Information Security, Computer Security, Java, .NET, Risk Management, Security, Management, Network Security, Software Engineering, Software Design, Wireless Security, Identity Management, PKI, Cryptography
Education
University of Massachusetts, Amherst
Doctor of Philosophy (Ph.D.), Mathematics and Computer Science
Corey Bisland's Morgan Stanley Experience March 2013 - Present
Job Student at University of Massachusetts, Amherst
Industry Higher Education
Experience
Morgan Stanley March 2013 - Present
Holiday Hill Day Camp August 2013 - August 2014
Holiday Hill Day Camp June 2011 - August 2013
Skills
Research, Public Speaking, Microsoft Office, PowerPoint, Teaching, Microsoft Excel, Editing
Education
University of Massachusetts, Amherst 2012 — 2016
History
Trumbull High School 2008 — 2012
Morgan Stanley March 2013 - Present
Holiday Hill Day Camp August 2013 - August 2014
Holiday Hill Day Camp June 2011 - August 2013
Skills
Research, Public Speaking, Microsoft Office, PowerPoint, Teaching, Microsoft Excel, Editing
Education
University of Massachusetts, Amherst 2012 — 2016
History
Trumbull High School 2008 — 2012
Sam Kantor's Morgan Stanley Experience June 2009 - August 2009
Job Director of Debt Conversions at KBM Worldwide, Inc.
Industry Venture Capital & Private Equity
Experience
KBM Worldwide, Inc. March 2014 - Present
KBM Worldwide, Inc. June 2010 - March 2014
Courshon Investments August 2009 - May 2010
Morgan Stanley June 2009 - August 2009
Navigator Capital Partners June 2008 - August 2008
Education
University of Miami
Bachelor of Business Administration (B.B.A.), Major: Finance; Concentration: Portfolio Management and Real Estate Investments
KBM Worldwide, Inc. March 2014 - Present
KBM Worldwide, Inc. June 2010 - March 2014
Courshon Investments August 2009 - May 2010
Morgan Stanley June 2009 - August 2009
Navigator Capital Partners June 2008 - August 2008
Education
University of Miami
Bachelor of Business Administration (B.B.A.), Major: Finance; Concentration: Portfolio Management and Real Estate Investments
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS