Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Zach Hill Zach Hill's Morgan Stanley Experience June 2013 - August 2013
Job Analyst at Eastdil Secured
Industry Financial Services
Experience
Eastdil Secured July 2014 - Present
Morgan Stanley June 2013 - August 2013
Quicken Loans June 2012 - August 2012
Skills
Analytics, Mathematics, Team Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA, Finance and Environmental Science
University of Michigan
Eastdil Secured July 2014 - Present
Morgan Stanley June 2013 - August 2013
Quicken Loans June 2012 - August 2012
Skills
Analytics, Mathematics, Team Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA, Finance and Environmental Science
University of Michigan
Bernease Herman Bernease Herman's Morgan Stanley Experience June 2012 - August 2012
Job Fascinated with intersection of statistics, computer science, and economics. Especially in researchfocused roles/labs.
Industry Research
Experience
University of Washington eScience Institute June 2015 - Present
Amazon July 2013 - April 2015
University of Michigan May 2012 - June 2013
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Machine Learning, Game Theory, Probability, Financial Modeling, Bloomberg, Data Analysis, R, Financial Analysis, Statistics, Economics, VBA, Quantitative Finance, Microsoft Excel, Investment Banking, SPSS, Equities, Statistical Modeling, PowerPoint, Research, Quantitative Analytics, Fixed Income, Derivatives, Risk Management, Matlab, Databases, C++, SAS, Programming, Python
Education
University of Michigan 2009 — 2013
Bachelor of Science (B.S.), Mathematics, Statistics, Class of 2013
University of Washington eScience Institute June 2015 - Present
Amazon July 2013 - April 2015
University of Michigan May 2012 - June 2013
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Machine Learning, Game Theory, Probability, Financial Modeling, Bloomberg, Data Analysis, R, Financial Analysis, Statistics, Economics, VBA, Quantitative Finance, Microsoft Excel, Investment Banking, SPSS, Equities, Statistical Modeling, PowerPoint, Research, Quantitative Analytics, Fixed Income, Derivatives, Risk Management, Matlab, Databases, C++, SAS, Programming, Python
Education
University of Michigan 2009 — 2013
Bachelor of Science (B.S.), Mathematics, Statistics, Class of 2013
Bill Mellin Bill Mellin's Morgan Stanley Experience August 1985 - 1987
Job Investor
Industry Financial Services
Experience
Self-employed 2009 - Present
Farallon Capital Management 1987 - 2009
Morgan Stanley August 1985 - 1987
Education
University of Michigan
Bachelor of Business Administration (BBA)
Self-employed 2009 - Present
Farallon Capital Management 1987 - 2009
Morgan Stanley August 1985 - 1987
Education
University of Michigan
Bachelor of Business Administration (BBA)
Allie Rabman Allie Rabman's Morgan Stanley Experience June 2011 - July 2013
Job Business Development Associate at CircleUp
Industry Venture Capital & Private Equity
Experience
CircleUp June 2015 - Present
JH Partners July 2013 - June 2015
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
RN Realty, LLC July 2009 - August 2009
Alzheimer's Association, Central New York Chapter May 2009 - July 2009
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, LBO, Private Equity, Financial Analysis, Corporate Development, M&A analysis, Strategy, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Accounting and Finance
University of Michigan
CircleUp June 2015 - Present
JH Partners July 2013 - June 2015
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
RN Realty, LLC July 2009 - August 2009
Alzheimer's Association, Central New York Chapter May 2009 - July 2009
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, LBO, Private Equity, Financial Analysis, Corporate Development, M&A analysis, Strategy, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Accounting and Finance
University of Michigan
Lara Elowsky Lara Elowsky's Morgan Stanley Experience August 2015 - Present
Job Specialized Junior Consultant at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley August 2015 - Present
Boeing June 2014 - June 2015
Boeing May 2013 - August 2013
SwitchGrass Partners LLC May 2011 - August 2012
Gurwin Jewish Geriatric Center June 2007 - August 2009
Skills
Microsoft Office, Microsoft Excel, C++, Java, Facebook, Google+, Social Skills, Wikipedia, Twitter, SharePoint, PowerPoint, Microsoft Word, Social Media, Data Analysis
Education
University of Michigan 2010 — 2014
Social Computing Informatics, Bachelors of Science
Morgan Stanley August 2015 - Present
Boeing June 2014 - June 2015
Boeing May 2013 - August 2013
SwitchGrass Partners LLC May 2011 - August 2012
Gurwin Jewish Geriatric Center June 2007 - August 2009
Skills
Microsoft Office, Microsoft Excel, C++, Java, Facebook, Google+, Social Skills, Wikipedia, Twitter, SharePoint, PowerPoint, Microsoft Word, Social Media, Data Analysis
Education
University of Michigan 2010 — 2014
Social Computing Informatics, Bachelors of Science
Jessica Hammer Chamot Jessica Hammer Chamot's Morgan Stanley Experience January 2015 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management May 2014 - August 2014
University of Michigan October 2013 - August 2014
Centro de Innovación de IPAE July 2013 - August 2013
Florida International University May 2013 - August 2013
Macy's May 2013 - July 2013
Education
University of Michigan 2012 — 2014
Bachelor of Arts (B.A.), Economics
Ronald Reagan Senior High School 2008 — 2012
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management May 2014 - August 2014
University of Michigan October 2013 - August 2014
Centro de Innovación de IPAE July 2013 - August 2013
Florida International University May 2013 - August 2013
Macy's May 2013 - July 2013
Education
University of Michigan 2012 — 2014
Bachelor of Arts (B.A.), Economics
Ronald Reagan Senior High School 2008 — 2012
AJ Sanna AJ Sanna's Morgan Stanley Experience May 2012 - August 2012
Job Investment Banking Analyst at Allen & Company
Industry Financial Services
Experience
Allen & Company July 2014 - Present
Allen & Company June 2013 - August 2013
Morgan Stanley May 2012 - August 2012
Skills
Financial Analysis, Valuation, Bloomberg, Finance, Microsoft Excel, PowerPoint, Economics, Microsoft Office, Financial Markets
Education
Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration, Finance and Accounting
University of Michigan 2009 — 2014
Bachelor of Science, Economics
Allen & Company July 2014 - Present
Allen & Company June 2013 - August 2013
Morgan Stanley May 2012 - August 2012
Skills
Financial Analysis, Valuation, Bloomberg, Finance, Microsoft Excel, PowerPoint, Economics, Microsoft Office, Financial Markets
Education
Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration, Finance and Accounting
University of Michigan 2009 — 2014
Bachelor of Science, Economics
Minghao Dai Minghao Dai's Morgan Stanley Experience June 2015 - July 2015
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Investment Banking
Experience
John W. Loofbourrow Associates, Inc. February 2015 - Present
Hail Capital Management September 2013 - Present
Angle Advisors - Investment Banking May 2015 - August 2015
Morgan Stanley June 2015 - July 2015
China Industrial Bank(兴业银行股份有限公司） July 2014 - August 2014
Skills
Financial Analysis, Valuation, Equity Research, Emerging Markets, Finance, Accounting, Investments, Bloomberg, Credit Risk, Data Analysis, Economics, Public Speaking, Social Media, Investment Banking, Teamwork
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA)
University of Michigan 2013 — 2017
Bachelor of Science (BS), Financial Mathematics
John W. Loofbourrow Associates, Inc. February 2015 - Present
Hail Capital Management September 2013 - Present
Angle Advisors - Investment Banking May 2015 - August 2015
Morgan Stanley June 2015 - July 2015
China Industrial Bank(兴业银行股份有限公司） July 2014 - August 2014
Skills
Financial Analysis, Valuation, Equity Research, Emerging Markets, Finance, Accounting, Investments, Bloomberg, Credit Risk, Data Analysis, Economics, Public Speaking, Social Media, Investment Banking, Teamwork
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA)
University of Michigan 2013 — 2017
Bachelor of Science (BS), Financial Mathematics
Prateek Garg Prateek Garg's Morgan Stanley Experience June 2011 - August 2011
Job Business Analytics Associate at ZS Associates
Industry Management Consulting
Experience
ZS Associates January 2014 - Present
Detroit Venture Partners May 2013 - September 2013
Rapt.fm May 2012 - September 2012
MPowered Entrepreneurship April 2011 - April 2012
Morgan Stanley June 2011 - August 2011
Center for Entrepreneurship May 2010 - August 2010
Skills
Creative Problem Solving, Critical Thinking, Entrepreneurial Skills, Leadership, Finance, Budgets, Social Media, Data Analysis, Event Planning, Social Networking, Teamwork, Team Leadership, Economics, Time Management, Public Speaking, Research, Microsoft Office, Spanish, Strategic Thinking, Facebook, Fundraising, Market Research, Leadership Development
Education
University of Michigan 2009 — 2013
Bachelor's of Science in Engineering, Industrial Operations Engineering
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelors in Business Administration, Finance
ZS Associates January 2014 - Present
Detroit Venture Partners May 2013 - September 2013
Rapt.fm May 2012 - September 2012
MPowered Entrepreneurship April 2011 - April 2012
Morgan Stanley June 2011 - August 2011
Center for Entrepreneurship May 2010 - August 2010
Skills
Creative Problem Solving, Critical Thinking, Entrepreneurial Skills, Leadership, Finance, Budgets, Social Media, Data Analysis, Event Planning, Social Networking, Teamwork, Team Leadership, Economics, Time Management, Public Speaking, Research, Microsoft Office, Spanish, Strategic Thinking, Facebook, Fundraising, Market Research, Leadership Development
Education
University of Michigan 2009 — 2013
Bachelor's of Science in Engineering, Industrial Operations Engineering
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelors in Business Administration, Finance
Aparna Priyadarshi Aparna Priyadarshi's Morgan Stanley Experience December 2013 - Present
Job Equity Research Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
University of Michigan September 2009 - May 2013
Global Course Connections: RUSLAN February 2013 - March 2013
Global Intercultural Experience for Undergraduates July 2012 - August 2012
Liberty Mutual June 2011 - September 2011
Skills
Data Analysis, SPSS, VBA, Research, Statistics, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Stata, Economics, Financial Modeling
Education
University of Michigan 2009 — 2013
B.A, Economics, Political Science
Morgan Stanley December 2013 - Present
University of Michigan September 2009 - May 2013
Global Course Connections: RUSLAN February 2013 - March 2013
Global Intercultural Experience for Undergraduates July 2012 - August 2012
Liberty Mutual June 2011 - September 2011
Skills
Data Analysis, SPSS, VBA, Research, Statistics, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Stata, Economics, Financial Modeling
Education
University of Michigan 2009 — 2013
B.A, Economics, Political Science
Caroline Cuffe Caroline Cuffe's Morgan Stanley Experience May 2013 - August 2013
Job Marketing 300 Teaching Assistant at University of Michigan Ross School of Business
Industry Marketing and Advertising
Experience
University of Michigan Ross School of Business September 2014 - Present
SC Johnson May 2014 - August 2014
Morgan Stanley May 2013 - August 2013
Domino's Pizza 2012 - 2013
University Directories May 2012 - August 2012
Buddys Pizza September 2009 - August 2011
Skills
Cold Calling, Nielsen Data, Microsoft Excel, Marketing, Leadership, Team Building, Market Research, Data Analytics, Microsoft Office, PowerPoint, Sales
Education
University of Michigan 2011 — 2015
Bachelor's Degree, Business Administration and Management, General, Senior
Lahser High School 2007 — 2011
High School
University of Michigan Ross School of Business September 2014 - Present
SC Johnson May 2014 - August 2014
Morgan Stanley May 2013 - August 2013
Domino's Pizza 2012 - 2013
University Directories May 2012 - August 2012
Buddys Pizza September 2009 - August 2011
Skills
Cold Calling, Nielsen Data, Microsoft Excel, Marketing, Leadership, Team Building, Market Research, Data Analytics, Microsoft Office, PowerPoint, Sales
Education
University of Michigan 2011 — 2015
Bachelor's Degree, Business Administration and Management, General, Senior
Lahser High School 2007 — 2011
High School
Max Boigon Max Boigon's Morgan Stanley Experience June 2003 - August 2005
Job
Industry Online Media
Experience
Advanced Sports Media Group March 2015 - Present
Advanced Sports Media Group January 2010 - February 2015
TopDrawerSoccer July 2007 - January 2010
AEG Worldwide June 2006 - July 2007
Morgan Stanley June 2003 - August 2005
Skills
Sports Marketing, Social Media, Public Relations, Sports Management, Sports, Sponsorship Sales, Ticket Sales, Sponsorship, Media Relations, Marketing, Digital Media, Online Advertising, Business Development, Growing Businesses, Creative Strategy, Digital Marketing, Email Marketing, Strategy, Facebook, Event Management, Digital Strategy, Event Planning, Online Marketing, Content Strategy, Strategic Partnerships, Social Networking, Mobile Devices, Advertising, Marketing Communications
Education
University of Michigan
Advanced Sports Media Group March 2015 - Present
Advanced Sports Media Group January 2010 - February 2015
TopDrawerSoccer July 2007 - January 2010
AEG Worldwide June 2006 - July 2007
Morgan Stanley June 2003 - August 2005
Skills
Sports Marketing, Social Media, Public Relations, Sports Management, Sports, Sponsorship Sales, Ticket Sales, Sponsorship, Media Relations, Marketing, Digital Media, Online Advertising, Business Development, Growing Businesses, Creative Strategy, Digital Marketing, Email Marketing, Strategy, Facebook, Event Management, Digital Strategy, Event Planning, Online Marketing, Content Strategy, Strategic Partnerships, Social Networking, Mobile Devices, Advertising, Marketing Communications
Education
University of Michigan
Erin Kamenitz Erin Kamenitz's Morgan Stanley Experience October 2014 - Present
Job Project Manager
Industry Investment Banking
Experience
Morgan Stanley October 2014 - Present
RBC Capital Markets November 2013 - October 2014
RBC Capital Markets March 2011 - October 2013
RBC Capital Markets September 2009 - March 2011
RBC Capital Markets April 2009 - September 2009
Skills
Fixed Income, Derivatives, Capital Markets, MBS, Middle Office, Bloomberg, Trading Systems, Trading, CDS, Electronic Trading, Credit Derivatives, Swaps, Bonds, Series 7, Structured Products, Series 63, Back Office, Emerging Markets, Settlement
Education
University of Michigan 1995 — 1999
Bachelor's degree, Economics
Morgan Stanley October 2014 - Present
RBC Capital Markets November 2013 - October 2014
RBC Capital Markets March 2011 - October 2013
RBC Capital Markets September 2009 - March 2011
RBC Capital Markets April 2009 - September 2009
Skills
Fixed Income, Derivatives, Capital Markets, MBS, Middle Office, Bloomberg, Trading Systems, Trading, CDS, Electronic Trading, Credit Derivatives, Swaps, Bonds, Series 7, Structured Products, Series 63, Back Office, Emerging Markets, Settlement
Education
University of Michigan 1995 — 1999
Bachelor's degree, Economics
Miranda Guo's Morgan Stanley Experience June 2011 - August 2011
Job Principal at China Fine Art Group
Industry Fine Art
Experience
China Fine Art Group October 2015 - Present
Sotheby's November 2014 - Present
Christie's 2014 - 2014
Société Générale August 2011 - May 2013
Morgan Stanley June 2011 - August 2011
Royal Bank of Scotland June 2010 - August 2010
ConocoPhillips June 2009 - August 2009
Skills
Fine Art, Art History, Art Market, Contemporary Art, Asian Art, Chinese Art
Education
University of Michigan 2007 — 2011
Bachelor of Arts (B.A.), Mathematics and History
Christie's Education 2013 — 2014
Master of Arts (M.A.), History of Art and the Art Market
Tianjin International School
H.S. Diploma
International School of Beijing
China Fine Art Group October 2015 - Present
Sotheby's November 2014 - Present
Christie's 2014 - 2014
Société Générale August 2011 - May 2013
Morgan Stanley June 2011 - August 2011
Royal Bank of Scotland June 2010 - August 2010
ConocoPhillips June 2009 - August 2009
Skills
Fine Art, Art History, Art Market, Contemporary Art, Asian Art, Chinese Art
Education
University of Michigan 2007 — 2011
Bachelor of Arts (B.A.), Mathematics and History
Christie's Education 2013 — 2014
Master of Arts (M.A.), History of Art and the Art Market
Tianjin International School
H.S. Diploma
International School of Beijing
Allison Raftary Allison Raftary's Morgan Stanley Experience December 2014 - Present
Job Manager HR Service Delivery & Planning at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley December 2013 - November 2014
Morgan Stanley August 2011 - November 2013
Morgan Stanley May 2011 - July 2011
TransPerfect July 2010 - April 2011
Merrill Lynch May 2008 - June 2010
A Multiuniversity Evaluation Of The Educational Benefits Of Intergroup Dialogues August 2008 - May 2010
Dance Marathon October 2006 - April 2010
MPortfolio June 2009 - September 2009
Bernardi, Ronayne & Glusac, P.C. June 2007 - August 2007
Skills
Recruiting, Data Analysis, Human Resources, Research, Onboarding, Process Improvement, Applicant Tracking..., Training, Nonprofits, Interviews, Analysis, Microsoft Excel, Microsoft Office, Management, Leadership, Public Speaking
Education
University of Michigan 2006 — 2010
B.A., Psychology
Morgan Stanley December 2014 - Present
Morgan Stanley December 2013 - November 2014
Morgan Stanley August 2011 - November 2013
Morgan Stanley May 2011 - July 2011
TransPerfect July 2010 - April 2011
Merrill Lynch May 2008 - June 2010
A Multiuniversity Evaluation Of The Educational Benefits Of Intergroup Dialogues August 2008 - May 2010
Dance Marathon October 2006 - April 2010
MPortfolio June 2009 - September 2009
Bernardi, Ronayne & Glusac, P.C. June 2007 - August 2007
Skills
Recruiting, Data Analysis, Human Resources, Research, Onboarding, Process Improvement, Applicant Tracking..., Training, Nonprofits, Interviews, Analysis, Microsoft Excel, Microsoft Office, Management, Leadership, Public Speaking
Education
University of Michigan 2006 — 2010
B.A., Psychology
Gary Brode Gary Brode's Morgan Stanley Experience July 1991 - July 1993
Job Managing Partner and Portfolio Manager at Silver Arrow Capital
Industry Investment Management
Experience
Silver Arrow Investment Management, LLC October 2011 - Present
GEB Consulting January 2009 - October 2011
Akita Capital Management, LLC April 2005 - October 2008
John A. Levin & Co. January 2004 - April 2005
Brahman Capital September 2000 - September 2003
Seneca Capital August 1993 - April 1997
Morgan Stanley July 1991 - July 1993
Skills
Hedge Funds, Equities, Investments, Asset Management, Private Equity, Venture Capital, Capital, Alternative Investments, Financial Modeling, Valuation, Portfolio Management, Due Diligence, Equity Research, Investment Banking, Mergers, Equity Valuation, Asset Managment, Trading, Mergers & Acquisitions, Investment Strategies, Securities, Marathon
Education
University of Michigan 1987 — 1991
BA, Political Science and Business
Silver Arrow Investment Management, LLC October 2011 - Present
GEB Consulting January 2009 - October 2011
Akita Capital Management, LLC April 2005 - October 2008
John A. Levin & Co. January 2004 - April 2005
Brahman Capital September 2000 - September 2003
Seneca Capital August 1993 - April 1997
Morgan Stanley July 1991 - July 1993
Skills
Hedge Funds, Equities, Investments, Asset Management, Private Equity, Venture Capital, Capital, Alternative Investments, Financial Modeling, Valuation, Portfolio Management, Due Diligence, Equity Research, Investment Banking, Mergers, Equity Valuation, Asset Managment, Trading, Mergers & Acquisitions, Investment Strategies, Securities, Marathon
Education
University of Michigan 1987 — 1991
BA, Political Science and Business
Peter Bouyoucos Peter Bouyoucos's Morgan Stanley Experience January 1995 - December 1999
Job Principal and Founder at Middlemark Partners
Industry Investment Management
Experience
Middlemark Partners January 2013 - Present
Sussex Partners October 2010 - December 2012
Platinum Grove Asset Management June 2000 - June 2009
Morgan Stanley January 1995 - December 1999
Goldman Sachs March 1986 - December 1994
Skills
Hedge Funds, Investor Relations, Alternative Investments, Fixed Income, Credit Derivatives, Fund Of Funds, Derivatives, Equity Derivatives, Reinsurance
Education
University of Pennsylvania - The Wharton School 1984 — 1985
MBA, Finance
University of Michigan 1976 — 1980
AB, Economics
Middlemark Partners January 2013 - Present
Sussex Partners October 2010 - December 2012
Platinum Grove Asset Management June 2000 - June 2009
Morgan Stanley January 1995 - December 1999
Goldman Sachs March 1986 - December 1994
Skills
Hedge Funds, Investor Relations, Alternative Investments, Fixed Income, Credit Derivatives, Fund Of Funds, Derivatives, Equity Derivatives, Reinsurance
Education
University of Pennsylvania - The Wharton School 1984 — 1985
MBA, Finance
University of Michigan 1976 — 1980
AB, Economics
Chris Covington Chris Covington's Morgan Stanley Experience March 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
Morgan Stanley June 2011 - March 2013
Morgan Stanley May 2007 - June 2012
BNY ConvergEx September 2006 - May 2007
Plus One March 2002 - September 2006
Painted Word September 2000 - February 2002
Skills
Trading Systems, Electronic Trading, Low Latency, Sybase, Unix, Fixed Income, Business Analysis, Perl, Market Data, SQL, Derivatives, Linux, FX Options, Program Management, Project Management, TCP/IP, IT Strategy, Python, Environmental Monitoring, Multithreading, Options, Disaster Recovery, Exchange Connectivity, Swaps, Equities, Integration, Capital Markets, Management, Trading, Infrastructure
Education
University of Michigan 1995 — 2000
BA
Morgan Stanley March 2013 - Present
Morgan Stanley June 2011 - March 2013
Morgan Stanley May 2007 - June 2012
BNY ConvergEx September 2006 - May 2007
Plus One March 2002 - September 2006
Painted Word September 2000 - February 2002
Skills
Trading Systems, Electronic Trading, Low Latency, Sybase, Unix, Fixed Income, Business Analysis, Perl, Market Data, SQL, Derivatives, Linux, FX Options, Program Management, Project Management, TCP/IP, IT Strategy, Python, Environmental Monitoring, Multithreading, Options, Disaster Recovery, Exchange Connectivity, Swaps, Equities, Integration, Capital Markets, Management, Trading, Infrastructure
Education
University of Michigan 1995 — 2000
BA
Louis Cheng Louis Cheng's Morgan Stanley Experience August 2004 - September 2012
Job Technical Program Manager at Google
Industry Computer Software
Experience
Google March 2014 - Present
Google October 2012 - March 2014
Morgan Stanley August 2004 - September 2012
Thor Technologies June 2002 - August 2004
Sapient August 2000 - July 2001
Skills
Product Management, Business Analysis, Analytics, Project Management, Software Development, User Experience, Strategy
Education
NYU Stern School of Business 2007 — 2010
MBA, Finance and Entrepreneurship
University of Michigan 1996 — 2000
BS, Computer Science
Google March 2014 - Present
Google October 2012 - March 2014
Morgan Stanley August 2004 - September 2012
Thor Technologies June 2002 - August 2004
Sapient August 2000 - July 2001
Skills
Product Management, Business Analysis, Analytics, Project Management, Software Development, User Experience, Strategy
Education
NYU Stern School of Business 2007 — 2010
MBA, Finance and Entrepreneurship
University of Michigan 1996 — 2000
BS, Computer Science
Allyson Segal's Morgan Stanley Experience January 2015 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley October 2011 - February 2014
Morgan Stanley August 2009 - October 2011
Skills
Bloomberg, Financial Modeling, Equities, Fixed Income, Valuation, Capital Markets, Hedge Funds, Investment Banking, Derivatives, Investments, Series 7, Financial Analysis, Equity Research, Corporate Finance, Alternative Investments, Private Equity
Education
University of Michigan 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley January 2015 - Present
Morgan Stanley October 2011 - February 2014
Morgan Stanley August 2009 - October 2011
Skills
Bloomberg, Financial Modeling, Equities, Fixed Income, Valuation, Capital Markets, Hedge Funds, Investment Banking, Derivatives, Investments, Series 7, Financial Analysis, Equity Research, Corporate Finance, Alternative Investments, Private Equity
Education
University of Michigan 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Joshua Siber's Morgan Stanley Experience April 2014 - Present
Job Equity Research Associate at Morgan Stanley
Industry Research
Experience
Morgan Stanley April 2014 - Present
Oppenheimer & Co. April 2013 - April 2014
Kinetic Partners October 2012 - March 2013
PricewaterhouseCoopers July 2010 - September 2012
Skills
Certified Public..., Series 7
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2010
Master's degree, Accounting
University of Michigan 2005 — 2009
Bachelor of Arts (B.A.), Economics
Morgan Stanley April 2014 - Present
Oppenheimer & Co. April 2013 - April 2014
Kinetic Partners October 2012 - March 2013
PricewaterhouseCoopers July 2010 - September 2012
Skills
Certified Public..., Series 7
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2010
Master's degree, Accounting
University of Michigan 2005 — 2009
Bachelor of Arts (B.A.), Economics
Aida Ba's Morgan Stanley Experience June 2011 - Present
Job Associate, Equity Research at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
Skills
Due Diligence, Analytical Skills, Leadership, Portfolio Management, Equity Research, Financial Modeling, Programming, Quantitative Finance, Trading, Entrepreneurship, PowerPoint, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
Bachelors of Business Administration
University of Michigan 2007 — 2011
Minor in Mathematics
Morgan Stanley June 2011 - Present
Skills
Due Diligence, Analytical Skills, Leadership, Portfolio Management, Equity Research, Financial Modeling, Programming, Quantitative Finance, Trading, Entrepreneurship, PowerPoint, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
Bachelors of Business Administration
University of Michigan 2007 — 2011
Minor in Mathematics
Ranvir Gujral's Morgan Stanley Experience 2000 - 2002
Job CoFounder of Chute
Industry Internet
Experience
Chute January 2011 - Present
The Detroit Foundation 2009 - Present
LifeGrams Corporation November 2007 - June 2011
Blue Whale Labs October 2006 - September 2010
Performing Arts Workshop October 2004 - October 2007
InsightPath, Inc. December 2004 - October 2006
Silver Lake Partners July 2002 - September 2004
Morgan Stanley Capital Partners July 2000 - July 2002
Morgan Stanley 2000 - 2002
Salomon Smith Barney June 1999 - August 1999
Skills
Venture Capital, Entrepreneurship, Private Equity, Financial Modeling, Corporate Development, Mergers, Start-ups, Investments, Due Diligence, Strategy, Business Strategy, Corporate Finance, Finance, Asset Management, Financial Analysis, Mobile Devices, Mergers & Acquisitions, Investment Banking, Product Management, Business Development
Education
University of Michigan 1996 — 2000
BBA
University of Michigan - Stephen M. Ross School of Business
BBA
Chute January 2011 - Present
The Detroit Foundation 2009 - Present
LifeGrams Corporation November 2007 - June 2011
Blue Whale Labs October 2006 - September 2010
Performing Arts Workshop October 2004 - October 2007
InsightPath, Inc. December 2004 - October 2006
Silver Lake Partners July 2002 - September 2004
Morgan Stanley Capital Partners July 2000 - July 2002
Morgan Stanley 2000 - 2002
Salomon Smith Barney June 1999 - August 1999
Skills
Venture Capital, Entrepreneurship, Private Equity, Financial Modeling, Corporate Development, Mergers, Start-ups, Investments, Due Diligence, Strategy, Business Strategy, Corporate Finance, Finance, Asset Management, Financial Analysis, Mobile Devices, Mergers & Acquisitions, Investment Banking, Product Management, Business Development
Education
University of Michigan 1996 — 2000
BBA
University of Michigan - Stephen M. Ross School of Business
BBA
Anne Price Anne Price's Morgan Stanley Experience 1985 - 1986
Job Director, Global Marketing Capabilities at UPS
Industry Transportation/Trucking/Railroad
Experience
UPS 2012 - Present
Kraft Foods Group August 1988 - February 2012
General Motors 1987 - 1987
Morgan Stanley 1985 - 1986
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Marketing
University of Michigan
Bachelor of Arts (B.A.), Economics
UPS 2012 - Present
Kraft Foods Group August 1988 - February 2012
General Motors 1987 - 1987
Morgan Stanley 1985 - 1986
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Marketing
University of Michigan
Bachelor of Arts (B.A.), Economics
Uche Ihiasota Uche Ihiasota's Morgan Stanley Experience August 2011 - March 2013
Job Derivatives Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust March 2013 - Present
Morgan Stanley August 2011 - March 2013
Ecolab March 2010 - June 2011
J.P. Morgan April 2009 - August 2009
Citigroup February 2008 - February 2009
Accredited Home Lenders June 2006 - August 2007
Skills
Reconciliations, Customer Service, Developing Client..., Client Retention, Client Relationship..., Excel, Pivot Tables, Microsoft Office, Lotus Notes, General Ledger..., Financial Operations, Energy Trading, Credit Derivatives, Equity Derivatives, Derivatives, Trading Floor, Mortgage Underwriting, Settlements, Options, Futures, Business Development, Microsoft Excel, CRM, Trading, Commodity Markets, Leadership, Settlement, Financial Services, Financial Analysis, Management, Finance, Financial Modeling, Sales
Education
University of Michigan 2001 — 2006
Bachelor of Science, Economics and General Biology
Northern Trust March 2013 - Present
Morgan Stanley August 2011 - March 2013
Ecolab March 2010 - June 2011
J.P. Morgan April 2009 - August 2009
Citigroup February 2008 - February 2009
Accredited Home Lenders June 2006 - August 2007
Skills
Reconciliations, Customer Service, Developing Client..., Client Retention, Client Relationship..., Excel, Pivot Tables, Microsoft Office, Lotus Notes, General Ledger..., Financial Operations, Energy Trading, Credit Derivatives, Equity Derivatives, Derivatives, Trading Floor, Mortgage Underwriting, Settlements, Options, Futures, Business Development, Microsoft Excel, CRM, Trading, Commodity Markets, Leadership, Settlement, Financial Services, Financial Analysis, Management, Finance, Financial Modeling, Sales
Education
University of Michigan 2001 — 2006
Bachelor of Science, Economics and General Biology
C. Robert Kidder's Morgan Stanley Experience 1993 - Present
Job Director
Industry Financial Services
Experience
Wildcat Discovery Technologies 2012 - Present
Microvi Biotech Inc. 2007 - Present
Morgan Stanley 1993 - Present
Merck 2004 - Present
Chrysler Group LLC June 2009 - September 2011
Borden 1995 - 2004
Duracell 1984 - 1994
Skills
Strategy, Business Strategy, Competitive Analysis, Consumer Products, Cross-functional Team..., IPO, Leadership, Leadership Development, Management, Mergers, Organizational..., Process Improvement, Product Development, R, Start-ups, Strategic Partnerships, Strategic Planning, Business Development
Education
University of Michigan 1962 — 1967
Wildcat Discovery Technologies 2012 - Present
Microvi Biotech Inc. 2007 - Present
Morgan Stanley 1993 - Present
Merck 2004 - Present
Chrysler Group LLC June 2009 - September 2011
Borden 1995 - 2004
Duracell 1984 - 1994
Skills
Strategy, Business Strategy, Competitive Analysis, Consumer Products, Cross-functional Team..., IPO, Leadership, Leadership Development, Management, Mergers, Organizational..., Process Improvement, Product Development, R, Start-ups, Strategic Partnerships, Strategic Planning, Business Development
Education
University of Michigan 1962 — 1967
Bryan Southwick Bryan Southwick's Morgan Stanley Experience June 2006 - May 2009
Job Agency Business Consultant with Farmers Insurance
Industry Insurance
Experience
Farmers Insurance November 2013 - Present
The Southwick Group LLC October 2010 - November 2013
Doeren Mayhew Financial Advisors May 2009 - October 2010
Morgan Stanley June 2006 - May 2009
Skills
Leadership, Strategic Planning, Microsoft Excel, Investments, Team Building, Marketing, Customer Service, Microsoft Word, Life Insurance, Sales Management
Education
University of Michigan 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Economics
Cincinnati Country Day School 1996 — 2000
High School Diploma, Business/Managerial Economics
Farmers Insurance November 2013 - Present
The Southwick Group LLC October 2010 - November 2013
Doeren Mayhew Financial Advisors May 2009 - October 2010
Morgan Stanley June 2006 - May 2009
Skills
Leadership, Strategic Planning, Microsoft Excel, Investments, Team Building, Marketing, Customer Service, Microsoft Word, Life Insurance, Sales Management
Education
University of Michigan 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Economics
Cincinnati Country Day School 1996 — 2000
High School Diploma, Business/Managerial Economics
William Liu William Liu's Morgan Stanley Experience June 2013 - August 2013
Job Business Analyst at A.T. Kearney
Industry Management Consulting
Experience
A.T. Kearney September 2014 - Present
Morgan Stanley June 2013 - August 2013
BNP Paribas June 2012 - August 2012
Shell Oil Company May 2011 - August 2011
Skills
Business Analysis, Financial Modeling, Valuation, Management Consulting, Due Diligence, Business Strategy, Engineering, Statistics, Leadership, Creative Writing, C++, Matlab, Investment Banking, Fixed Income, Problem Solving, Maturity, Wrestling, Soccer, Tennis, Swimming, Breakdancing, Sports, Fashion
Education
University of Michigan 2009 — 2014
Dual-degree: Computer Science Engineering (B.S.E.), 3.98/4.00
University of Michigan - Stephen M. Ross School of Business 2009 — 2014
Dual-degree: Bachelor of Business Administration (B.B.A.), Finance, 3.98/4.00
A.T. Kearney September 2014 - Present
Morgan Stanley June 2013 - August 2013
BNP Paribas June 2012 - August 2012
Shell Oil Company May 2011 - August 2011
Skills
Business Analysis, Financial Modeling, Valuation, Management Consulting, Due Diligence, Business Strategy, Engineering, Statistics, Leadership, Creative Writing, C++, Matlab, Investment Banking, Fixed Income, Problem Solving, Maturity, Wrestling, Soccer, Tennis, Swimming, Breakdancing, Sports, Fashion
Education
University of Michigan 2009 — 2014
Dual-degree: Computer Science Engineering (B.S.E.), 3.98/4.00
University of Michigan - Stephen M. Ross School of Business 2009 — 2014
Dual-degree: Bachelor of Business Administration (B.B.A.), Finance, 3.98/4.00
Andrew Giannotto's Morgan Stanley Experience May 2012 - July 2012
Job Incoming Financial Services Consultant at EY
Industry
Experience
EY November 2014 - Present
Bank of America June 2014 - August 2014
First Advisers Pty Ltd May 2013 - July 2013
Morgan Stanley May 2012 - July 2012
Skills
Social Media, Equity Research, Analysis, Research, Management, Equities, Marketing
Education
University of Michigan 2011 — 2015
University of Technology, Sydney 2013 — 2013
EY November 2014 - Present
Bank of America June 2014 - August 2014
First Advisers Pty Ltd May 2013 - July 2013
Morgan Stanley May 2012 - July 2012
Skills
Social Media, Equity Research, Analysis, Research, Management, Equities, Marketing
Education
University of Michigan 2011 — 2015
University of Technology, Sydney 2013 — 2013
Jennifer Hanania's Morgan Stanley Experience June 2012 - August 2012
Job PwC Advisory
Industry Management Consulting
Experience
PwC Consulting August 2013 - Present
Morgan Stanley June 2012 - August 2012
Washtenaw County Public Defender's Office September 2011 - December 2011
Stunt Company PR May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Social Media, Data Analysis, Public Speaking
Education
University of Michigan 2009 — 2013
Bachelor of Arts (BA), Political Science and Economics
PwC Consulting August 2013 - Present
Morgan Stanley June 2012 - August 2012
Washtenaw County Public Defender's Office September 2011 - December 2011
Stunt Company PR May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Social Media, Data Analysis, Public Speaking
Education
University of Michigan 2009 — 2013
Bachelor of Arts (BA), Political Science and Economics
Andrew S. Friedman Andrew S. Friedman's Morgan Stanley Experience 1991 - 1993
Job Senior Advisor and Founder at SkinnyPop Popcorn
Industry Food & Beverages
Experience
SkinnyPop Popcorn August 2014 - Present
SkinnyPop Popcorn August 2010 - August 2014
Wells Street Popcorn 2007 - 2010
Jones Lang LaSalle 1995 - 2000
Morgan Stanley 1991 - 1993
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
University of Michigan 1987 — 1991
BA
Berkley High School
SkinnyPop Popcorn August 2014 - Present
SkinnyPop Popcorn August 2010 - August 2014
Wells Street Popcorn 2007 - 2010
Jones Lang LaSalle 1995 - 2000
Morgan Stanley 1991 - 1993
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
University of Michigan 1987 — 1991
BA
Berkley High School
Anne Marie Ponder's Morgan Stanley Experience February 1990 - June 1995
Job Service & Support Manager at Cisco
Industry Computer Networking
Experience
Cisco January 2005 - Present
The TriZetto Group June 2002 - December 2004
ThruPoint May 1997 - June 2002
UBS Investment Bank July 1995 - May 1997
Morgan Stanley February 1990 - June 1995
Skills
Professional Services, Cloud Computing, Data Center, Vendor Management, VoIP, SaaS, Networking, Strategy, Security, Go-to-market Strategy, Enterprise Software, Telecommunications, Unified Communications, Cisco Technologies, Virtualization, Cross Functional Team..., Network Architecture, Network Security, IP, Routing, Account Management
Education
University of Michigan 1983 — 1986
Bachelor of Arts (B.A.), Political Science, graduated 12/86 GPA 3.67
Cisco January 2005 - Present
The TriZetto Group June 2002 - December 2004
ThruPoint May 1997 - June 2002
UBS Investment Bank July 1995 - May 1997
Morgan Stanley February 1990 - June 1995
Skills
Professional Services, Cloud Computing, Data Center, Vendor Management, VoIP, SaaS, Networking, Strategy, Security, Go-to-market Strategy, Enterprise Software, Telecommunications, Unified Communications, Cisco Technologies, Virtualization, Cross Functional Team..., Network Architecture, Network Security, IP, Routing, Account Management
Education
University of Michigan 1983 — 1986
Bachelor of Arts (B.A.), Political Science, graduated 12/86 GPA 3.67
Mike McCaffery's Morgan Stanley Experience June 2006 - June 2009
Job UI/UX Product Designer at Gartner
Industry Internet
Experience
Gartner October 2014 - Present
Theorem Design June 2009 - Present
Morgan Stanley June 2006 - June 2009
Donovan Data Systems November 2004 - February 2006
Sullivan November 1998 - May 2002
Carla Hall Design Group September 1996 - November 1998
Cullinane Design November 1994 - September 1996
First Republic Bank January 1992 - November 1994
Skills
Creative Direction, User Interface Design, Information Architecture, Illustrator, Web Design, Photoshop, InDesign, Interaction Design, Branding & Identity, Logo Design, Web Development, Wireframes, Brand Management, CSS, jQuery, QuarkXPress, Usability, Corporate Identity, XHTML, HTML, UI Design, Wordpress, UX, Microsoft Office, User Experience, SASS, Graphic Design, Art Direction, Adobe Creative Suite, User Experience Design, User Interface, Creative Strategy
Education
University of Michigan 1981 — 1985
BFA, Design and Fine Art
Gartner October 2014 - Present
Theorem Design June 2009 - Present
Morgan Stanley June 2006 - June 2009
Donovan Data Systems November 2004 - February 2006
Sullivan November 1998 - May 2002
Carla Hall Design Group September 1996 - November 1998
Cullinane Design November 1994 - September 1996
First Republic Bank January 1992 - November 1994
Skills
Creative Direction, User Interface Design, Information Architecture, Illustrator, Web Design, Photoshop, InDesign, Interaction Design, Branding & Identity, Logo Design, Web Development, Wireframes, Brand Management, CSS, jQuery, QuarkXPress, Usability, Corporate Identity, XHTML, HTML, UI Design, Wordpress, UX, Microsoft Office, User Experience, SASS, Graphic Design, Art Direction, Adobe Creative Suite, User Experience Design, User Interface, Creative Strategy
Education
University of Michigan 1981 — 1985
BFA, Design and Fine Art
Andy Babat's Morgan Stanley Experience July 2013 - June 2015
Job Analyst at Ladder Capital Finance LLC
Industry Financial Services
Experience
Ladder Capital Corp June 2015 - Present
Morgan Stanley July 2013 - June 2015
Morgan Stanley June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Finance, Microsoft Word, Social Media, Public Speaking, Financial Analysis, Financial Modeling, Research
Education
University of Michigan 2009 — 2013
Bachelor of Arts (BA), Economics
Ladder Capital Corp June 2015 - Present
Morgan Stanley July 2013 - June 2015
Morgan Stanley June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Finance, Microsoft Word, Social Media, Public Speaking, Financial Analysis, Financial Modeling, Research
Education
University of Michigan 2009 — 2013
Bachelor of Arts (BA), Economics
John MacIlwaine John MacIlwaine's Morgan Stanley Experience 1995 - 2000
Job Chief Technology Officer at Lending Club
Industry Financial Services
Experience
Lending Club Corporation July 2012 - Present
Green Dot December 2011 - July 2012
Visa April 2007 - November 2011
SunGard 2003 - 2007
Envestnet Asset Management 2002 - 2003
MyHomeKey.com Inc. 2000 - 2002
Morgan Stanley 1995 - 2000
Skills
Enterprise Architecture, Financial Services, Agile Methodologies, Software Development, SOA, IT Strategy, Integration, Business Intelligence, Strategy, Data Warehousing, Unix, CRM, Web Services, Management, Vendor Management, Leadership, Scrum, Information Technology, E-commerce, Distributed Systems, Cloud Computing, Product Management, Analytics, Quality Assurance, Enterprise Software, XML, Java Enterprise Edition, PMO, Mobile Applications, Executive Management, IT Management, Agile Project Management, Architecture, Business Analysis, Project Portfolio..., SaaS, Program Management, Software Project..., Requirements Analysis, Scalability, Solution Architecture, Software Engineering, System Architecture, Databases, SQL, Data Center, REST, Web Applications, Linux, Architectures
Education
University of Michigan 1987 — 1991
BSE, Computer Engineering
Oakwood High School 1984 — 1987
Lending Club Corporation July 2012 - Present
Green Dot December 2011 - July 2012
Visa April 2007 - November 2011
SunGard 2003 - 2007
Envestnet Asset Management 2002 - 2003
MyHomeKey.com Inc. 2000 - 2002
Morgan Stanley 1995 - 2000
Skills
Enterprise Architecture, Financial Services, Agile Methodologies, Software Development, SOA, IT Strategy, Integration, Business Intelligence, Strategy, Data Warehousing, Unix, CRM, Web Services, Management, Vendor Management, Leadership, Scrum, Information Technology, E-commerce, Distributed Systems, Cloud Computing, Product Management, Analytics, Quality Assurance, Enterprise Software, XML, Java Enterprise Edition, PMO, Mobile Applications, Executive Management, IT Management, Agile Project Management, Architecture, Business Analysis, Project Portfolio..., SaaS, Program Management, Software Project..., Requirements Analysis, Scalability, Solution Architecture, Software Engineering, System Architecture, Databases, SQL, Data Center, REST, Web Applications, Linux, Architectures
Education
University of Michigan 1987 — 1991
BSE, Computer Engineering
Oakwood High School 1984 — 1987
Matt Laboe Matt Laboe's Morgan Stanley Experience September 1997 - October 2008
Job Executive Vice President & Chief Information Officer at Harbor Capital Advisors
Industry Financial Services
Experience
Harbor Capital Advisors October 2008 - Present
DePaul University College of Computing and Digital Media September 2012 - Present
Morgan Stanley September 1997 - October 2008
Electronic Data Systems September 1989 - September 1997
Skills
Leadership, Vendor Management, Asset Management, Portfolio Management, Risk Management, Financial Services, Project Management, IT Strategy, Mutual Funds, Equities, SDLC, Business Analysis, Process Improvement, Investments, Program Management
Education
University of Michigan 1993 — 1997
MBA
University of Notre Dame 1985 — 1989
BS, Mechanical Engineering
Harbor Capital Advisors October 2008 - Present
DePaul University College of Computing and Digital Media September 2012 - Present
Morgan Stanley September 1997 - October 2008
Electronic Data Systems September 1989 - September 1997
Skills
Leadership, Vendor Management, Asset Management, Portfolio Management, Risk Management, Financial Services, Project Management, IT Strategy, Mutual Funds, Equities, SDLC, Business Analysis, Process Improvement, Investments, Program Management
Education
University of Michigan 1993 — 1997
MBA
University of Notre Dame 1985 — 1989
BS, Mechanical Engineering
Nayha Srivastava Nayha Srivastava's Morgan Stanley Experience February 2015 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Morgan Stanley January 2015 - Present
Morgan Stanley June 2012 - December 2014
Morgan Stanley June 2011 - August 2011
National Paint Industries / Blue Water Marine Paint May 2009 - August 2010
Skills
Customer Service, Fixed Income, Financial Analysis, Microsoft Office, Data Analysis, Financial Modeling, Bloomberg, Options, Derivatives, VBA, Engineering, Microsoft Excel, Corporate Finance, Leadership, Financial Services, Investment Banking, Capital Markets, PowerPoint, Bloomberg Terminal, Series 7, Securities, Equities, Investments, Valuation
Education
University of Michigan 2008 — 2012
BSE, Industrial & Operations Engineering
John P. Stevens High School 2004 — 2008
Morgan Stanley February 2015 - Present
Morgan Stanley January 2015 - Present
Morgan Stanley June 2012 - December 2014
Morgan Stanley June 2011 - August 2011
National Paint Industries / Blue Water Marine Paint May 2009 - August 2010
Skills
Customer Service, Fixed Income, Financial Analysis, Microsoft Office, Data Analysis, Financial Modeling, Bloomberg, Options, Derivatives, VBA, Engineering, Microsoft Excel, Corporate Finance, Leadership, Financial Services, Investment Banking, Capital Markets, PowerPoint, Bloomberg Terminal, Series 7, Securities, Equities, Investments, Valuation
Education
University of Michigan 2008 — 2012
BSE, Industrial & Operations Engineering
John P. Stevens High School 2004 — 2008
Jonathan Yellen's Morgan Stanley Experience June 2011 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2011 - Present
Yellen and Co. December 2010 - Present
Deutsche Bank August 2004 - December 2010
"Combat Diary: The Marines of Lima Company" November 2005 - May 2006
Credit Suisse August 1994 - August 2004
United States Marine Corps April 1988 - October 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
University of Michigan 1984 — 1988
BA
Morgan Stanley June 2011 - Present
Yellen and Co. December 2010 - Present
Deutsche Bank August 2004 - December 2010
"Combat Diary: The Marines of Lima Company" November 2005 - May 2006
Credit Suisse August 1994 - August 2004
United States Marine Corps April 1988 - October 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
University of Michigan 1984 — 1988
BA
Yvonne Zurowski's Morgan Stanley Experience May 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
JP Morgan Chase Bank, N.A. January 2013 - May 2015
Barclays Capital July 2010 - March 2012
New York University Stern School of Business January 2010 - May 2010
Barclays Capital June 2009 - August 2009
Dalberg Global Development February 2009 - June 2009
BlackRock, Inc June 2008 - January 2009
Skills
Languages: Fluent in...
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Bachelor of Science, Finance
University of Michigan 2006 — 2007
Grosse Pointe North
Morgan Stanley May 2015 - Present
JP Morgan Chase Bank, N.A. January 2013 - May 2015
Barclays Capital July 2010 - March 2012
New York University Stern School of Business January 2010 - May 2010
Barclays Capital June 2009 - August 2009
Dalberg Global Development February 2009 - June 2009
BlackRock, Inc June 2008 - January 2009
Skills
Languages: Fluent in...
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Bachelor of Science, Finance
University of Michigan 2006 — 2007
Grosse Pointe North
Hallie Bendell's Morgan Stanley Experience March 2015 - Present
Job Associate, Human Resources Generalist at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley January 2014 - March 2015
Morgan Stanley May 2013 - December 2013
Morgan Stanley June 2012 - May 2013
Bloomingdale's June 2011 - July 2011
Saks Fifth Avenue June 2010 - July 2010
Relevent February 2010 - May 2010
Aeffe S.p.A. June 2009 - August 2009
Vivienne Westwood June 2007 - July 2007
Skills
Onboarding, PeopleSoft, Talent Management, Recruiting, Human Resources, Employee Relations, Microsoft Excel, PowerPoint, Succession Planning, Microsoft Office, Data Analysis, Employee Engagement, Personnel Management, Marketing, Performance Management, Deferred Compensation, Social Networking, Employee Benefits, HR Policies, New Hire Orientations, Organizational...
Education
University of Michigan 2008 — 2012
B.A., Systems, Business & Organizational Psychology
Morgan Stanley March 2015 - Present
Morgan Stanley January 2014 - March 2015
Morgan Stanley May 2013 - December 2013
Morgan Stanley June 2012 - May 2013
Bloomingdale's June 2011 - July 2011
Saks Fifth Avenue June 2010 - July 2010
Relevent February 2010 - May 2010
Aeffe S.p.A. June 2009 - August 2009
Vivienne Westwood June 2007 - July 2007
Skills
Onboarding, PeopleSoft, Talent Management, Recruiting, Human Resources, Employee Relations, Microsoft Excel, PowerPoint, Succession Planning, Microsoft Office, Data Analysis, Employee Engagement, Personnel Management, Marketing, Performance Management, Deferred Compensation, Social Networking, Employee Benefits, HR Policies, New Hire Orientations, Organizational...
Education
University of Michigan 2008 — 2012
B.A., Systems, Business & Organizational Psychology
Matthew Broder Matthew Broder's Morgan Stanley Experience December 2014 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley September 2014 - December 2014
Bad Homburg Hornets April 2014 - September 2014
Gratzi August 2013 - April 2014
Nuclassica™ September 2013 - January 2014
Kaplan Test Prep and Admissions 2012 - May 2013
Dietz Trott Sports and Entertainment Management May 2008 - June 2008
Birmingham Athletic Club June 2006 - August 2006
Skills
Marketing, Social Media, Teamwork, Leadership, Organization, Creativity, Critical Thinking, Project Planning, Research, Time Management, Community Outreach, Editing, Fundraising, Microsoft Word, Social Media Marketing, Public Relations, Event Management, Coaching, Blogging, Sales
Education
University of Michigan 2008 — 2012
Bachelor of Arts (BA), Psychology
Cranbrook Kingswood High School 2005 — 2008
Certificate of Graduation
Morgan Stanley December 2014 - Present
Morgan Stanley September 2014 - December 2014
Bad Homburg Hornets April 2014 - September 2014
Gratzi August 2013 - April 2014
Nuclassica™ September 2013 - January 2014
Kaplan Test Prep and Admissions 2012 - May 2013
Dietz Trott Sports and Entertainment Management May 2008 - June 2008
Birmingham Athletic Club June 2006 - August 2006
Skills
Marketing, Social Media, Teamwork, Leadership, Organization, Creativity, Critical Thinking, Project Planning, Research, Time Management, Community Outreach, Editing, Fundraising, Microsoft Word, Social Media Marketing, Public Relations, Event Management, Coaching, Blogging, Sales
Education
University of Michigan 2008 — 2012
Bachelor of Arts (BA), Psychology
Cranbrook Kingswood High School 2005 — 2008
Certificate of Graduation
Chad Petterson Chad Petterson's Morgan Stanley Experience March 1995 - July 1997
Job CFO at Skyway Studios, Dance Network
Industry Media Production
Experience
Skyway Studios June 2015 - Present
Dance Network June 2015 - Present
Wall Street Exodus October 2008 - Present
Nanoholdings, LLC April 2007 - September 2008
Transmarket Group/Breakwater Trading April 2003 - September 2006
iverCity inc./NextGen Solutions September 1999 - March 2003
Capital Resource Partners August 1997 - July 1999
Morgan Stanley March 1995 - July 1997
Skills
Film, New Media, Start-ups, Entrepreneurship, Venture Capital, Private Equity, Finance, Strategic Planning, Business Strategy, Corporate Development, Marketing Strategy, Due Diligence, Capital Markets
Education
University of Michigan 1990 — 1994
B.B.A., Finance and International Business
Skyway Studios June 2015 - Present
Dance Network June 2015 - Present
Wall Street Exodus October 2008 - Present
Nanoholdings, LLC April 2007 - September 2008
Transmarket Group/Breakwater Trading April 2003 - September 2006
iverCity inc./NextGen Solutions September 1999 - March 2003
Capital Resource Partners August 1997 - July 1999
Morgan Stanley March 1995 - July 1997
Skills
Film, New Media, Start-ups, Entrepreneurship, Venture Capital, Private Equity, Finance, Strategic Planning, Business Strategy, Corporate Development, Marketing Strategy, Due Diligence, Capital Markets
Education
University of Michigan 1990 — 1994
B.B.A., Finance and International Business
Andrew Chimka's Morgan Stanley Experience May 2013 - August 2013
Job Business Strategy & Analytics @ LinkedIn
Industry Internet
Experience
LinkedIn July 2014 - Present
Morgan Stanley May 2013 - August 2013
University of Michigan September 2012 - April 2013
University of Michigan Ross School of Business May 2012 - February 2013
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelors of Business Administration
University of Michigan 2010 — 2011
LinkedIn July 2014 - Present
Morgan Stanley May 2013 - August 2013
University of Michigan September 2012 - April 2013
University of Michigan Ross School of Business May 2012 - February 2013
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelors of Business Administration
University of Michigan 2010 — 2011
Vinit Parikh Vinit Parikh's Morgan Stanley Experience June 2013 - July 2015
Job Analyst Institutional Equities at Morgan Stanley
Industry Financial Services
Experience
Uber August 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Equities, Bloomberg, Derivatives, Microsoft Excel, Adobe Creative Suite, Equity Trading, Finance, VBA, Accounting, Portfolio Management, Statistics, Lean Operations
Education
University of Michigan 2009 — 2013
BSE, Industrial and Operations Engineering
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (BBA)
Uber August 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Equities, Bloomberg, Derivatives, Microsoft Excel, Adobe Creative Suite, Equity Trading, Finance, VBA, Accounting, Portfolio Management, Statistics, Lean Operations
Education
University of Michigan 2009 — 2013
BSE, Industrial and Operations Engineering
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (BBA)
Bruce West, CFA Bruce West, CFA's Morgan Stanley Experience July 2000 - February 2015
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2000 - February 2015
Goldman Sachs December 1997 - July 2000
Goldman Sachs 1996 - 1997
Goldman Sachs 1994 - 1996
Skills
Securities Lending, Hedge Funds, Equities, Fixed Income, Capital Markets, Derivatives, Trading, Securities, Series 63, Financial Services, Series 7, Bloomberg, Prime Brokerage, Alternative Investments, Financial Markets, Product Development
Education
University of Michigan 1989 — 1990
Master of Business Administration (MBA), Finance, General
Western Michigan University
Bachelor's Degree, Accounting and Computer Science, Magna Cum Laude
Morgan Stanley July 2000 - February 2015
Goldman Sachs December 1997 - July 2000
Goldman Sachs 1996 - 1997
Goldman Sachs 1994 - 1996
Skills
Securities Lending, Hedge Funds, Equities, Fixed Income, Capital Markets, Derivatives, Trading, Securities, Series 63, Financial Services, Series 7, Bloomberg, Prime Brokerage, Alternative Investments, Financial Markets, Product Development
Education
University of Michigan 1989 — 1990
Master of Business Administration (MBA), Finance, General
Western Michigan University
Bachelor's Degree, Accounting and Computer Science, Magna Cum Laude
Leah van der Werff's Morgan Stanley Experience June 2015 - Present
Job Analyst at Morgan Stanley
Industry International Trade and Development
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley January 2015 - February 2015
Morgan Stanley May 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Due Diligence, Stata, Market Research, Microsoft Excel, Spanish, Microsoft Word, PowerPoint, Data Analysis, Microsoft Office, Social Media Marketing, Leadership, Social Media, Public Speaking, Social Networking, Research, Event Planning, Management
Education
University of Michigan 2012 — 2016
Bachelor's degree, International Business/Trade/Commerce and Women's Studies
University of Michigan
Morgan Stanley June 2015 - Present
Morgan Stanley January 2015 - February 2015
Morgan Stanley May 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Due Diligence, Stata, Market Research, Microsoft Excel, Spanish, Microsoft Word, PowerPoint, Data Analysis, Microsoft Office, Social Media Marketing, Leadership, Social Media, Public Speaking, Social Networking, Research, Event Planning, Management
Education
University of Michigan 2012 — 2016
Bachelor's degree, International Business/Trade/Commerce and Women's Studies
University of Michigan
Gregory Dawley Gregory Dawley's Morgan Stanley Experience June 2008 - May 2015
Job Managing Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2015 - Present
Morgan Stanley June 2008 - May 2015
Merrill Lynch May 2003 - June 2008
Banc One Capital Markets May 2001 - May 2003
Media.Net Communications May 2000 - February 2001
J.P. Morgan October 1997 - May 2000
City of Los Angeles July 1993 - September 1997
Riordan for Mayor December 1996 - June 1997
Riordan for Mayor June 1992 - June 1993
Skills
Bonds, Capital Markets, Corporate Development, Derivatives, Economic Development, Economics, Equities, Finance, Financial Modeling, Fixed Income, Government, Hedge Funds, Investment Banking, Investments, Leadership, Policy Analysis, Private Equity, Public Finance, Public Policy, Securities, Series 7, Strategy
Education
University of Southern California 1990 — 1992
Masters of Public Policy, Business Policy
University of Michigan 1986 — 1990
B.A., Political Science
RBC Capital Markets May 2015 - Present
Morgan Stanley June 2008 - May 2015
Merrill Lynch May 2003 - June 2008
Banc One Capital Markets May 2001 - May 2003
Media.Net Communications May 2000 - February 2001
J.P. Morgan October 1997 - May 2000
City of Los Angeles July 1993 - September 1997
Riordan for Mayor December 1996 - June 1997
Riordan for Mayor June 1992 - June 1993
Skills
Bonds, Capital Markets, Corporate Development, Derivatives, Economic Development, Economics, Equities, Finance, Financial Modeling, Fixed Income, Government, Hedge Funds, Investment Banking, Investments, Leadership, Policy Analysis, Private Equity, Public Finance, Public Policy, Securities, Series 7, Strategy
Education
University of Southern California 1990 — 1992
Masters of Public Policy, Business Policy
University of Michigan 1986 — 1990
B.A., Political Science
Charles Zvibleman Charles Zvibleman's Morgan Stanley Experience July 2008 - October 2009
Job Proxima Capital
Industry Investment Management
Experience
Proxima Capital February 2012 - Present
Glenview Capital November 2009 - February 2012
Morgan Stanley July 2008 - October 2009
Skills
Hedge Funds, Alternative Investments, Bloomberg, Valuation, Capital Markets, Financial Modeling, Private Equity, Equities, Financial Analysis, Equity Research, LBO, Mergers & Acquisitions, Finance, Venture Capital, Portfolio Management
Education
University of Michigan 2004 — 2008
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Proxima Capital February 2012 - Present
Glenview Capital November 2009 - February 2012
Morgan Stanley July 2008 - October 2009
Skills
Hedge Funds, Alternative Investments, Bloomberg, Valuation, Capital Markets, Financial Modeling, Private Equity, Equities, Financial Analysis, Equity Research, LBO, Mergers & Acquisitions, Finance, Venture Capital, Portfolio Management
Education
University of Michigan 2004 — 2008
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Matt Glazier Matt Glazier's Morgan Stanley Experience August 2008 - August 2008
Job Hutchin Hill Capital
Industry Capital Markets
Experience
Hutchin Hill Capital August 2013 - Present
RBC Capital Markets September 2009 - July 2013
Morgan Stanley August 2008 - August 2008
Moore Capital Management June 2008 - July 2008
Skills
Trading, Arbitrage, Global Macro, FX Options, Rates, Bloomberg, Valuation, Investments
Education
University of Michigan 2005 — 2009
BA, Organizational Studies
Noble and Greenough 2001 — 2005
Diploma, High Honors
Hutchin Hill Capital August 2013 - Present
RBC Capital Markets September 2009 - July 2013
Morgan Stanley August 2008 - August 2008
Moore Capital Management June 2008 - July 2008
Skills
Trading, Arbitrage, Global Macro, FX Options, Rates, Bloomberg, Valuation, Investments
Education
University of Michigan 2005 — 2009
BA, Organizational Studies
Noble and Greenough 2001 — 2005
Diploma, High Honors
Parth Thakkar Parth Thakkar's Morgan Stanley Experience June 2013 - August 2013
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
UBS May 2012 - August 2012
Skills
Valuation, Trading, Fixed Income, Microsoft Excel, Investments, Financial Modeling, Investment Banking, Finance, PowerPoint, Data Analysis, Sales, Microsoft Office, Equities, Financial Analysis, Economics, Securities
Education
University of Michigan 2011 — 2015
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
UBS May 2012 - August 2012
Skills
Valuation, Trading, Fixed Income, Microsoft Excel, Investments, Financial Modeling, Investment Banking, Finance, PowerPoint, Data Analysis, Sales, Microsoft Office, Equities, Financial Analysis, Economics, Securities
Education
University of Michigan 2011 — 2015
Lee Feldman's Morgan Stanley Experience May 2012 - August 2012
Job Analyst at Waterstone Management Group
Industry Management Consulting
Experience
Waterstone Management Group September 2014 - Present
Merrill Lynch June 2013 - August 2013
Morgan Stanley May 2012 - August 2012
Northwestern Mutual June 2011 - August 2011
Broder & Sachse Real Estate Services December 2009 - August 2010
Winter Walden Ski Club December 2008 - March 2010
Skills
Economics, Investment Strategies, Leadership, Equities, Portfolio Management, Investments, Spanish, Mutual Funds, Valuation, Financial Accounting, Access, Fixed Income, Asset Allocation, Wealth Management, Professional Writing, Microsoft Office, PowerPoint, Strategy, Microsoft Excel
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics
West Bloomfield High School 2006 — 2010
Waterstone Management Group September 2014 - Present
Merrill Lynch June 2013 - August 2013
Morgan Stanley May 2012 - August 2012
Northwestern Mutual June 2011 - August 2011
Broder & Sachse Real Estate Services December 2009 - August 2010
Winter Walden Ski Club December 2008 - March 2010
Skills
Economics, Investment Strategies, Leadership, Equities, Portfolio Management, Investments, Spanish, Mutual Funds, Valuation, Financial Accounting, Access, Fixed Income, Asset Allocation, Wealth Management, Professional Writing, Microsoft Office, PowerPoint, Strategy, Microsoft Excel
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics
West Bloomfield High School 2006 — 2010
Chirag Munim Chirag Munim's Morgan Stanley Experience June 2014 - August 2014
Job Investment Banking Analyst, Mergers & Acquisitions at Citi
Industry Investment Banking
Experience
Citi June 2015 - Present
Morgan Stanley June 2014 - August 2014
John W. Loofbourrow Associates, Inc. January 2013 - April 2014
Arrow Electronics May 2013 - August 2013
Broadridge May 2012 - August 2012
Winthrop-University Hospital June 2011 - August 2011
Silent Spring Institute July 2010 - August 2010
Northport Veterans Affairs Hospital May 2009 - August 2009
Skills
Marketing Strategy, Financial Analysis, Financial Modeling, Social Media Marketing, Public Speaking, Investment Banking, Networking, Market Research, Charismatic Leadership, Statistics, Sales Operations, Healthcare Management, Science Research, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Adminstration, Finance & Accounting, High Distinction
University of Michigan - College of Literature, Science, and the Arts 2011 — 2015
Minor, Applied Statistics
Northport High School 2007 — 2011
International Baccalaureate Diploma
Citi June 2015 - Present
Morgan Stanley June 2014 - August 2014
John W. Loofbourrow Associates, Inc. January 2013 - April 2014
Arrow Electronics May 2013 - August 2013
Broadridge May 2012 - August 2012
Winthrop-University Hospital June 2011 - August 2011
Silent Spring Institute July 2010 - August 2010
Northport Veterans Affairs Hospital May 2009 - August 2009
Skills
Marketing Strategy, Financial Analysis, Financial Modeling, Social Media Marketing, Public Speaking, Investment Banking, Networking, Market Research, Charismatic Leadership, Statistics, Sales Operations, Healthcare Management, Science Research, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Adminstration, Finance & Accounting, High Distinction
University of Michigan - College of Literature, Science, and the Arts 2011 — 2015
Minor, Applied Statistics
Northport High School 2007 — 2011
International Baccalaureate Diploma
Elayne Wang's Morgan Stanley Experience June 2014 - August 2014
Job Performance Improvement Advisory Intern at EY
Industry Human Resources
Experience
EY January 2015 - Present
The Career Center at the University of Michigan September 2013 - Present
Morgan Stanley June 2014 - August 2014
Kaufman Financial Group June 2013 - August 2013
Skills
SAP ERP, SAP Implementation, Career Development, Microsoft Office, Human Resources, Microsoft Excel, PowerPoint, Talent Analytics, Access Database, Access, SPSS, ADP HRB, Workday, SuccessFactors
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
University of Michigan 2011 — 2016
Bachelor of Arts (BA), Economics
EY January 2015 - Present
The Career Center at the University of Michigan September 2013 - Present
Morgan Stanley June 2014 - August 2014
Kaufman Financial Group June 2013 - August 2013
Skills
SAP ERP, SAP Implementation, Career Development, Microsoft Office, Human Resources, Microsoft Excel, PowerPoint, Talent Analytics, Access Database, Access, SPSS, ADP HRB, Workday, SuccessFactors
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
University of Michigan 2011 — 2016
Bachelor of Arts (BA), Economics
Pete Bazylewicz Pete Bazylewicz's Morgan Stanley Experience January 1991 - January 1996
Job Director of Business Development at Guzman & Company
Industry Investment Management
Experience
Guzman & Company July 2014 - Present
Tullett Prebon Financial Services LLC October 2013 - June 2014
ITG April 2003 - January 2012
Charles Schwab October 2000 - April 2003
ITG October 1997 - October 2000
Synthetic Turf International, Inc January 1996 - September 1997
Morgan Stanley January 1991 - January 1996
Skills
Trading, Electronic Trading, Equity Trading, Hedge Funds, Equities, ETFs, Bloomberg, Series 7, Trading Systems, Trading Strategies, Series 24, Series 63, Institutional, Proprietary Trading, Capital Markets, Financial Markets, Asset Management, Investments, Investment Management, Institutional..., Portfolio Management, Institutional Accounts, Institutional Sales &..., Senior Management, Sales Management, Trading Management, Program Trading, Equity Derivatives, Options, Futures, Client Relationship..., Account Management, Sales&Marketing, Institutional Selling, Sales, International Sales, Equity Sales, Sales Growth, Client Acquisition, Client Relations Skills, Client Facing Skills, Superior Client Service, Series 3, Series 4, Series 55, Financial Companies
Education
University of Michigan 1986 — 1990
Bachelor of Arts, Economics
Guzman & Company July 2014 - Present
Tullett Prebon Financial Services LLC October 2013 - June 2014
ITG April 2003 - January 2012
Charles Schwab October 2000 - April 2003
ITG October 1997 - October 2000
Synthetic Turf International, Inc January 1996 - September 1997
Morgan Stanley January 1991 - January 1996
Skills
Trading, Electronic Trading, Equity Trading, Hedge Funds, Equities, ETFs, Bloomberg, Series 7, Trading Systems, Trading Strategies, Series 24, Series 63, Institutional, Proprietary Trading, Capital Markets, Financial Markets, Asset Management, Investments, Investment Management, Institutional..., Portfolio Management, Institutional Accounts, Institutional Sales &..., Senior Management, Sales Management, Trading Management, Program Trading, Equity Derivatives, Options, Futures, Client Relationship..., Account Management, Sales&Marketing, Institutional Selling, Sales, International Sales, Equity Sales, Sales Growth, Client Acquisition, Client Relations Skills, Client Facing Skills, Superior Client Service, Series 3, Series 4, Series 55, Financial Companies
Education
University of Michigan 1986 — 1990
Bachelor of Arts, Economics
Chris Jennings Chris Jennings's Morgan Stanley Experience October 2014 - Present
Job Registered Associate at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley October 2014 - Present
Chrysler Group LLC April 2013 - August 2013
Chrysler Group LLC April 2012 - August 2012
Education
University of Michigan 2010 — 2014
Bachelor of Arts (BA), Economics
Brother Rice High School 2006 — 2010
High School Diploma
Morgan Stanley October 2014 - Present
Chrysler Group LLC April 2013 - August 2013
Chrysler Group LLC April 2012 - August 2012
Education
University of Michigan 2010 — 2014
Bachelor of Arts (BA), Economics
Brother Rice High School 2006 — 2010
High School Diploma
Paige Hubberman's Morgan Stanley Experience June 2013 - August 2013
Job Student at University of Michigan
Industry
Experience
ThirdChannel July 2013 - Present
JLL June 2014 - August 2014
ThirdChannel April 2014 - June 2014
Morgan Stanley June 2013 - August 2013
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Word, Research, Microsoft Excel, English
Education
University of Michigan 2011 — 2015
ThirdChannel July 2013 - Present
JLL June 2014 - August 2014
ThirdChannel April 2014 - June 2014
Morgan Stanley June 2013 - August 2013
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Word, Research, Microsoft Excel, English
Education
University of Michigan 2011 — 2015
Cori Sharfstein Cori Sharfstein's Morgan Stanley Experience May 2015 - Present
Job Campaign Media Associate at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley May 2015 - Present
Vizeum July 2014 - May 2015
Vizeum June 2013 - June 2014
University of Michigan September 2009 - May 2013
UBS Financial Services June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, SPSS, Microsoft Excel, Microsoft Word, Social Media, Public Relations, Advertising, Facebook, Digital Marketing, Online Advertising, Social Media Marketing, Event Planning
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.)
Roslyn High School 2005 — 2009
Morgan Stanley May 2015 - Present
Vizeum July 2014 - May 2015
Vizeum June 2013 - June 2014
University of Michigan September 2009 - May 2013
UBS Financial Services June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, SPSS, Microsoft Excel, Microsoft Word, Social Media, Public Relations, Advertising, Facebook, Digital Marketing, Online Advertising, Social Media Marketing, Event Planning
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.)
Roslyn High School 2005 — 2009
Joseph Molloy Joseph Molloy's Morgan Stanley Experience February 2002 - February 2009
Job Director | Molloy Pardo Group | Branch Manager UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2009 - Present
Morgan Stanley February 2002 - February 2009
Merrill Lynch July 1993 - February 2002
Education
University of Michigan 1989 — 1991
Bachelor of Arts (B.A.), Economics
UBS Financial Services Inc. February 2009 - Present
Morgan Stanley February 2002 - February 2009
Merrill Lynch July 1993 - February 2002
Education
University of Michigan 1989 — 1991
Bachelor of Arts (B.A.), Economics
Daniel Dickson's Morgan Stanley Experience June 2012 - August 2012
Job Product Manager, Instock Global Expansion, Special Projects at Amazon
Industry Retail
Experience
Amazon April 2015 - Present
Amazon July 2013 - May 2015
Morgan Stanley June 2012 - August 2012
Bukit Kiara Properties Sdn Bhd June 2011 - August 2011
New Oriental Education & Technology Group (NYSE:EDU) May 2010 - August 2010
Skills
Economics, Financial Analysis, Financial Modeling, Equities, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Research, Public Speaking, Finance, Microsoft Word, Business Strategy, Access, Fundraising, Nonprofits, Skydiving
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.) in Public Policy, Focusing in Financial and Economic Policy
Amazon April 2015 - Present
Amazon July 2013 - May 2015
Morgan Stanley June 2012 - August 2012
Bukit Kiara Properties Sdn Bhd June 2011 - August 2011
New Oriental Education & Technology Group (NYSE:EDU) May 2010 - August 2010
Skills
Economics, Financial Analysis, Financial Modeling, Equities, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Research, Public Speaking, Finance, Microsoft Word, Business Strategy, Access, Fundraising, Nonprofits, Skydiving
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.) in Public Policy, Focusing in Financial and Economic Policy
Patrick Harrington's Morgan Stanley Experience June 2012 - August 2012
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock July 2014 - Present
S&P Capital IQ July 2013 - July 2014
Morgan Stanley June 2012 - August 2012
Skills
Fixed Income, Financial Modeling, Financial Markets, Capital Markets, Equities, Bloomberg, Investment Banking
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Economics
Brother Rice High School 2006 — 2009
BlackRock July 2014 - Present
S&P Capital IQ July 2013 - July 2014
Morgan Stanley June 2012 - August 2012
Skills
Fixed Income, Financial Modeling, Financial Markets, Capital Markets, Equities, Bloomberg, Investment Banking
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Economics
Brother Rice High School 2006 — 2009
Amar Abro's Morgan Stanley Experience December 2002 - December 2004
Job Financial Analyst / Manager at Golden Oaks
Industry Financial Services
Experience
Golden Oaks July 2008 - Present
GMAC June 2007 - July 2008
Virgin Properties March 2005 - May 2007
Morgan Stanley December 2002 - December 2004
Skills
Financial Modeling, Forecasting, Program Management, Budgets, Analysis, Microsoft Excel, Financial Reporting
Education
University of Michigan 2006 — 2008
MBA, Finance
Wayne State University 2001 — 2005
Bachelor of Science in Business Adminstration, Finance
Wayne State University 2001 — 2005
Minor, Economics
Golden Oaks July 2008 - Present
GMAC June 2007 - July 2008
Virgin Properties March 2005 - May 2007
Morgan Stanley December 2002 - December 2004
Skills
Financial Modeling, Forecasting, Program Management, Budgets, Analysis, Microsoft Excel, Financial Reporting
Education
University of Michigan 2006 — 2008
MBA, Finance
Wayne State University 2001 — 2005
Bachelor of Science in Business Adminstration, Finance
Wayne State University 2001 — 2005
Minor, Economics
Amy (Zweiman) Harwood Amy (Zweiman) Harwood's Morgan Stanley Experience August 2014 - Present
Job Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Hudson Information Technology for Community Health December 2011 - October 2013
GE Capital March 2009 - October 2010
GE Capital August 2008 - February 2010
Citibank June 2006 - August 2008
American Express 2006 - 2006
The Pepsi Bottling Group 2000 - 2006
RH Donnelley 1999 - 2000
Jewish Board of Family and Children's Services 1997 - 1999
Empire Blue Cross Blue Shield 1994 - 1997
Skills
Employee Engagement, Change Management, Corporate Communications, Cross-functional Team..., Sales, Strategic Planning, Relationship Management
Education
University of Michigan 1983 — 1987
Bachelor of Arts, Psychology and History
Boston University School of Social Work 1984 — 1989
MSW
Lower Merion High School 1979 — 1983
Penn Wynne Elementary
Morgan Stanley August 2014 - Present
Hudson Information Technology for Community Health December 2011 - October 2013
GE Capital March 2009 - October 2010
GE Capital August 2008 - February 2010
Citibank June 2006 - August 2008
American Express 2006 - 2006
The Pepsi Bottling Group 2000 - 2006
RH Donnelley 1999 - 2000
Jewish Board of Family and Children's Services 1997 - 1999
Empire Blue Cross Blue Shield 1994 - 1997
Skills
Employee Engagement, Change Management, Corporate Communications, Cross-functional Team..., Sales, Strategic Planning, Relationship Management
Education
University of Michigan 1983 — 1987
Bachelor of Arts, Psychology and History
Boston University School of Social Work 1984 — 1989
MSW
Lower Merion High School 1979 — 1983
Penn Wynne Elementary
Adam Burk's Morgan Stanley Experience 2007 - 2009
Job Director at AIG
Industry Investment Banking
Experience
Citigroup 2010 - 2013
Nomura 2009 - 2010
Morgan Stanley 2007 - 2009
Latham & Watkins 2003 - 2007
Skills
Financial Institutions, Financial Analysis, Investment Banking, Financial Modeling, Manage Client..., Presenting to Clients, Deal Execution, Closing Deals, Deal Sourcing, Capital Raising, M&A experience, Business Valuation, Investment Valuation, Finance, Strategy, Valuation, Due Diligence, Corporate Finance, Capital Markets, Investments, Equities
Education
University of Pennsylvania Law School 2000 — 2003
JD
University of Michigan 1995 — 1999
BBA, Finance
Citigroup 2010 - 2013
Nomura 2009 - 2010
Morgan Stanley 2007 - 2009
Latham & Watkins 2003 - 2007
Skills
Financial Institutions, Financial Analysis, Investment Banking, Financial Modeling, Manage Client..., Presenting to Clients, Deal Execution, Closing Deals, Deal Sourcing, Capital Raising, M&A experience, Business Valuation, Investment Valuation, Finance, Strategy, Valuation, Due Diligence, Corporate Finance, Capital Markets, Investments, Equities
Education
University of Pennsylvania Law School 2000 — 2003
JD
University of Michigan 1995 — 1999
BBA, Finance
Wayee Chu's Morgan Stanley Experience July 1997 - April 1999
Job Partner at Reach Capital
Industry Philanthropy
Experience
Reach Capital April 2015 - Present
Broadway Angels February 2013 - Present
New Leaders for New Schools-Bay Area January 2013 - Present
NewSchools Seed Fund October 2012 - Present
Wishbone.org August 2012 - Present
NewSchools Venture Fund February 2005 - October 2012
Lifestyle Media October 2002 - December 2004
Merrill Lynch May 1999 - October 2002
Morgan Stanley July 1997 - April 1999
Skills
Leadership, Management, Curriculum Design, Nonprofits, Social Entrepreneurship, Venture Capital, Entrepreneurship, Start-ups, Finance, Philanthropy, Fundraising, Strategy, Grants, Strategic Partnerships, Strategic Planning
Education
University of Michigan 1993 — 1997
BA, Economics and Political Science
Reach Capital April 2015 - Present
Broadway Angels February 2013 - Present
New Leaders for New Schools-Bay Area January 2013 - Present
NewSchools Seed Fund October 2012 - Present
Wishbone.org August 2012 - Present
NewSchools Venture Fund February 2005 - October 2012
Lifestyle Media October 2002 - December 2004
Merrill Lynch May 1999 - October 2002
Morgan Stanley July 1997 - April 1999
Skills
Leadership, Management, Curriculum Design, Nonprofits, Social Entrepreneurship, Venture Capital, Entrepreneurship, Start-ups, Finance, Philanthropy, Fundraising, Strategy, Grants, Strategic Partnerships, Strategic Planning
Education
University of Michigan 1993 — 1997
BA, Economics and Political Science
Michael Radin, CFA's Morgan Stanley Experience June 2001 - March 2006
Job Partner at Stonebrook Capital Management
Industry Financial Services
Experience
Stonebrook Capital Management June 2015 - Present
Montclair State University September 2013 - Present
Schroders Investment Management Australia Limtied January 2011 - March 2013
Deutsche Bank March 2006 - December 2010
Morgan Stanley June 2001 - March 2006
Chrysler August 1992 - February 2001
Johnson Matthey June 1987 - April 1990
Babcock & Wilcox July 1984 - May 1987
Skills
Private Equity, Capital Markets, Asset Managment, Investments, Asset Management, Financial Markets, Equity Research, Mutual Funds, Emerging Markets, Portfolio Management, Derivatives, Fixed Income, Trading, Corporate Finance, Equities, Risk Management, Investment Management, Financial Analysis, Investment Strategies, Alternative Investments, Asset Allocation, Valuation, Hedge Funds, Bloomberg, Financial Modeling, Investment Banking, Wealth Management, Due Diligence, Financial Risk
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
University of Michigan 1980 — 1984
BS Engr, Chemical Engineering
EBHS
EBHS
East Brunswick HS
East Brunswick HS
Stonebrook Capital Management June 2015 - Present
Montclair State University September 2013 - Present
Schroders Investment Management Australia Limtied January 2011 - March 2013
Deutsche Bank March 2006 - December 2010
Morgan Stanley June 2001 - March 2006
Chrysler August 1992 - February 2001
Johnson Matthey June 1987 - April 1990
Babcock & Wilcox July 1984 - May 1987
Skills
Private Equity, Capital Markets, Asset Managment, Investments, Asset Management, Financial Markets, Equity Research, Mutual Funds, Emerging Markets, Portfolio Management, Derivatives, Fixed Income, Trading, Corporate Finance, Equities, Risk Management, Investment Management, Financial Analysis, Investment Strategies, Alternative Investments, Asset Allocation, Valuation, Hedge Funds, Bloomberg, Financial Modeling, Investment Banking, Wealth Management, Due Diligence, Financial Risk
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
University of Michigan 1980 — 1984
BS Engr, Chemical Engineering
EBHS
EBHS
East Brunswick HS
East Brunswick HS
Ji Li's Morgan Stanley Experience October 1999 - June 2001
Job Executive Vice President at PIMCO
Industry Investment Banking
Experience
PIMCO February 2009 - Present
Goldman Sachs May 2004 - February 2009
Lehman Brothers June 2001 - May 2004
Morgan Stanley October 1999 - June 2001
Education
University of Michigan 1992 — 1997
PhD, Physics
University of Science and Technology of China 1986 — 1992
B.S., Physics
PIMCO February 2009 - Present
Goldman Sachs May 2004 - February 2009
Lehman Brothers June 2001 - May 2004
Morgan Stanley October 1999 - June 2001
Education
University of Michigan 1992 — 1997
PhD, Physics
University of Science and Technology of China 1986 — 1992
B.S., Physics
Brent McCreedy's Morgan Stanley Experience April 2002 - January 2004
Job Financial Investment Professional at Goldman Sachs
Industry Banking
Experience
Goldman Sachs November 2014 - Present
U.S. Trust, Bank of America Private Wealth Management January 2004 - October 2014
Morgan Stanley April 2002 - January 2004
KL Industries February 1999 - March 2001
Central Scientific Company November 1995 - January 1999
McMaster-Carr Supply Company June 1994 - June 1995
Deloitte & Touche August 1992 - May 1994
Ford Motor Company January 1988 - September 1991
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1992
MBA
University of Michigan 1983 — 1987
BS, Electrical Engineering
Goldman Sachs November 2014 - Present
U.S. Trust, Bank of America Private Wealth Management January 2004 - October 2014
Morgan Stanley April 2002 - January 2004
KL Industries February 1999 - March 2001
Central Scientific Company November 1995 - January 1999
McMaster-Carr Supply Company June 1994 - June 1995
Deloitte & Touche August 1992 - May 1994
Ford Motor Company January 1988 - September 1991
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1992
MBA
University of Michigan 1983 — 1987
BS, Electrical Engineering
Ajay Gulur's Morgan Stanley Experience February 2005 - April 2005
Job Project Management Consulting
Industry Financial Services
Experience
Barclays Capital September 2006 - April 2010
Guardian Life Insurance January 2006 - July 2006
UBS May 2005 - December 2005
Morgan Stanley February 2005 - April 2005
JPMorganChase December 2000 - May 2003
Chase Cardmember Services August 2000 - November 2000
Education
University of Michigan 1989 — 1991
Biochemistry
Barclays Capital September 2006 - April 2010
Guardian Life Insurance January 2006 - July 2006
UBS May 2005 - December 2005
Morgan Stanley February 2005 - April 2005
JPMorganChase December 2000 - May 2003
Chase Cardmember Services August 2000 - November 2000
Education
University of Michigan 1989 — 1991
Biochemistry
Ali Baydoun's Morgan Stanley Experience January 2010 - May 2011
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2010 - May 2011
Group One Trading, LP February 2008 - April 2009
Education
University of Michigan 2004 — 2007
MS Electrical Engineering, MS Financial Engineering
Morgan Stanley January 2010 - May 2011
Group One Trading, LP February 2008 - April 2009
Education
University of Michigan 2004 — 2007
MS Electrical Engineering, MS Financial Engineering
Lorin Costolo's Morgan Stanley Experience 1987 - 1995
Job Independent Arts and Crafts Professional
Industry Arts and Crafts
Experience
Morgan Stanley 1987 - 1995
Education
University of Michigan
Morgan Stanley 1987 - 1995
Education
University of Michigan
Ray Krusic's Morgan Stanley Experience December 2008 - Present
Job First Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2008 - Present
Education
University of Michigan 1982 — 1986
Morgan Stanley December 2008 - Present
Education
University of Michigan 1982 — 1986
Katie Boehm Rooney's Morgan Stanley Experience November 2006 - January 2009
Job CFO, Outsourcing at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt April 2015 - Present
Aon Hewitt March 2013 - March 2015
Aon September 2012 - March 2013
Aon August 2011 - September 2012
Aon January 2009 - August 2011
Morgan Stanley November 2006 - January 2009
Morgan Stanley August 2003 - November 2006
Morgan Stanley July 2000 - July 2003
Skills
Financial Modeling, Corporate Finance, Mergers, Series 7, Debt, Investment Banking, Valuation, Insurance, Mergers & Acquisitions, Capital Markets, Equities, Strategy, Strategic Financial..., Risk Management, Treasury, Financial Risk, Analysis, Finance, Divestitures, Financial Planning
Education
University of Michigan 1996 — 2000
BBA, Finance, Accounting
Aon Hewitt April 2015 - Present
Aon Hewitt March 2013 - March 2015
Aon September 2012 - March 2013
Aon August 2011 - September 2012
Aon January 2009 - August 2011
Morgan Stanley November 2006 - January 2009
Morgan Stanley August 2003 - November 2006
Morgan Stanley July 2000 - July 2003
Skills
Financial Modeling, Corporate Finance, Mergers, Series 7, Debt, Investment Banking, Valuation, Insurance, Mergers & Acquisitions, Capital Markets, Equities, Strategy, Strategic Financial..., Risk Management, Treasury, Financial Risk, Analysis, Finance, Divestitures, Financial Planning
Education
University of Michigan 1996 — 2000
BBA, Finance, Accounting
Ron Lenihan's Morgan Stanley Experience 1989 - 2006
Job Chief Operating Officer at SeaCrest Investment Management, LLC
Industry Financial Services
Experience
SeaCrest Investment Management, LLC June 2006 - Present
SeaCrest Investment Management 2006 - Present
Morgan Stanley 1989 - 2006
Education
University of Michigan 1981 — 1985
SeaCrest Investment Management, LLC June 2006 - Present
SeaCrest Investment Management 2006 - Present
Morgan Stanley 1989 - 2006
Education
University of Michigan 1981 — 1985
Jessie L. Sikkenga's Morgan Stanley Experience 2004 - 2005
Job Financial Specialist Team Manager Greater Michigan for PNC
Industry Investment Management
Experience
PNC March 2014 - Present
J.P. Morgan April 2013 - February 2014
J.P. Morgan April 2010 - April 2013
JPMorgan Chase January 2006 - September 2010
Morgan Stanley 2004 - 2005
Skills
Series 7, Series 66, Series 24, Asset Management, Private Banking
Education
University of Michigan 2002 — 2005
Bachelor of Arts (BA), Economics
PNC March 2014 - Present
J.P. Morgan April 2013 - February 2014
J.P. Morgan April 2010 - April 2013
JPMorgan Chase January 2006 - September 2010
Morgan Stanley 2004 - 2005
Skills
Series 7, Series 66, Series 24, Asset Management, Private Banking
Education
University of Michigan 2002 — 2005
Bachelor of Arts (BA), Economics
Leslie F. Whatley's Morgan Stanley Experience 2005 - 2013
Job Executive Vice President, StartUp NY
Industry Real Estate
Experience
StartUp NY 2013 - Present
Morgan Stanley 2005 - 2013
JPMorgan Chase 2000 - 2005
General Motors 1984 - 2000
Skills
Corporate Real Estate, Leases, Real Estate, Mergers & Acquisitions, Strategy, Asset Management, Negotiation, Real Estate Transactions, Due Diligence, Portfolio Management, Management, Valuation, Disposition, Real Estate Economics, Financial Modeling, Finance, Property, Real Estate Development, Commercial Real Estate, International Real..., Sales, Leadership, Vendor Management, Business Strategy, International Business..., Site Selections, Staff Development, Public Speaking, Non-profit Board..., Space planning, Executive Management, Property Law, Account Management, Manage Client..., Building Relationships, Operating Budgets, Economic Development..., Strategic Vision, Innovation, Collaborative Leadership, Workforce Planning, Creative Solutions, Proactive self-starter, Reputation, Leading Organizational..., Executive Coaching, Economic Development, Governmental Affairs, Acquisitions, Brokerage
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
Master of Business Administration (M.B.A.)
University of Michigan 1979 — 1983
BA Economics and English
CoreNet Global
Masters Corporate Real Estate
Center for Creative Leadership, Brussels, Belgium 1997 — 1997
Executive Development Program
StartUp NY 2013 - Present
Morgan Stanley 2005 - 2013
JPMorgan Chase 2000 - 2005
General Motors 1984 - 2000
Skills
Corporate Real Estate, Leases, Real Estate, Mergers & Acquisitions, Strategy, Asset Management, Negotiation, Real Estate Transactions, Due Diligence, Portfolio Management, Management, Valuation, Disposition, Real Estate Economics, Financial Modeling, Finance, Property, Real Estate Development, Commercial Real Estate, International Real..., Sales, Leadership, Vendor Management, Business Strategy, International Business..., Site Selections, Staff Development, Public Speaking, Non-profit Board..., Space planning, Executive Management, Property Law, Account Management, Manage Client..., Building Relationships, Operating Budgets, Economic Development..., Strategic Vision, Innovation, Collaborative Leadership, Workforce Planning, Creative Solutions, Proactive self-starter, Reputation, Leading Organizational..., Executive Coaching, Economic Development, Governmental Affairs, Acquisitions, Brokerage
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
Master of Business Administration (M.B.A.)
University of Michigan 1979 — 1983
BA Economics and English
CoreNet Global
Masters Corporate Real Estate
Center for Creative Leadership, Brussels, Belgium 1997 — 1997
Executive Development Program
Rob Foersterling's Morgan Stanley Experience 2000 - 2008
Job Senior Vice President, Senior Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
Chicago Police Memorial Foundation March 2014 - Present
Morgan Stanley 2000 - 2008
EVEREN Securities and First Union Securities 1996 - 2000
William Blair & Company 1994 - 1996
Skills
Investment Banking, Finance, Corporate Finance, Investments, Portfolio Management, Wealth Management, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Equities, Asset Allocation, Financial Analysis, Financial Advisory, Securities, Series 7
Education
University of Michigan 1990 — 1994
AB Political Science, Business Administration & Int'l Security Affairs
University of Pennsylvania - The Wharton School 2003 — 2003
Executive Education, CIMA program
University of Pittsburgh, Semester at Sea 1993 — 1993
Political Science and Government
Chicago Police Memorial Foundation March 2014 - Present
Morgan Stanley 2000 - 2008
EVEREN Securities and First Union Securities 1996 - 2000
William Blair & Company 1994 - 1996
Skills
Investment Banking, Finance, Corporate Finance, Investments, Portfolio Management, Wealth Management, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Equities, Asset Allocation, Financial Analysis, Financial Advisory, Securities, Series 7
Education
University of Michigan 1990 — 1994
AB Political Science, Business Administration & Int'l Security Affairs
University of Pennsylvania - The Wharton School 2003 — 2003
Executive Education, CIMA program
University of Pittsburgh, Semester at Sea 1993 — 1993
Political Science and Government
Jacquelyn Hunt's Morgan Stanley Experience June 2004 - August 2004
Job Vice President Planning and Analysis Consumer Products & Services at American Express
Industry Financial Services
Experience
American Express June 2014 - Present
American Express July 2010 - Present
American Express April 2008 - June 2010
American Express April 2006 - April 2008
GENERAL ELECTRIC CO July 2005 - April 2006
MORGAN STANLEY June 2004 - August 2004
CITIGROUP GLOBAL MARKETS, INC July 2000 - July 2003
Skills
Financial Modeling, Finance, Management, Corporate Finance, Valuation, Financial Services, Portfolio Management, Analysis, Financial Analysis, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA
University of Michigan 1996 — 2000
BA, Economics
American Express June 2014 - Present
American Express July 2010 - Present
American Express April 2008 - June 2010
American Express April 2006 - April 2008
GENERAL ELECTRIC CO July 2005 - April 2006
MORGAN STANLEY June 2004 - August 2004
CITIGROUP GLOBAL MARKETS, INC July 2000 - July 2003
Skills
Financial Modeling, Finance, Management, Corporate Finance, Valuation, Financial Services, Portfolio Management, Analysis, Financial Analysis, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA
University of Michigan 1996 — 2000
BA, Economics
Bryce Facktor's Morgan Stanley Experience August 2004 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2004 - Present
Deutsche Bank October 2001 - July 2004
Lehman Brothers August 1999 - October 2001
Skills
IPO, Investment Banking, Mergers, Equities, Equity Capital Markets, Strategic Advisory, Sell Side, LBO
Education
University of Virginia School of Law 1995 — 1998
J.D.
University of Michigan 1991 — 1995
B.S.E., Chemical Engineering
Morgan Stanley August 2004 - Present
Deutsche Bank October 2001 - July 2004
Lehman Brothers August 1999 - October 2001
Skills
IPO, Investment Banking, Mergers, Equities, Equity Capital Markets, Strategic Advisory, Sell Side, LBO
Education
University of Virginia School of Law 1995 — 1998
J.D.
University of Michigan 1991 — 1995
B.S.E., Chemical Engineering
Qiang (Sean) Zhou's Morgan Stanley Experience September 2008 - April 2011
Job VP at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2011 - Present
Morgan Stanley September 2008 - April 2011
Standard & Poor's January 2006 - September 2008
Education
University of Michigan 2001 — 2006
Doctor of Philosophy (Ph.D.)
University of Science and Technology of China 1996 — 2001
BS, ME
Goldman Sachs May 2011 - Present
Morgan Stanley September 2008 - April 2011
Standard & Poor's January 2006 - September 2008
Education
University of Michigan 2001 — 2006
Doctor of Philosophy (Ph.D.)
University of Science and Technology of China 1996 — 2001
BS, ME
Lori Shwarts's Morgan Stanley Experience December 2004 - November 2011
Job Vice President l Executive Recruiter l Accounting and Finance at Mission Staffing
Industry Staffing and Recruiting
Experience
Mission Staffing September 2015 - Present
Morgan Stanley December 2004 - November 2011
Ernst & Young January 2004 - December 2004
Banc of America Securities January 2000 - January 2004
Education
University of Michigan
Mission Staffing September 2015 - Present
Morgan Stanley December 2004 - November 2011
Ernst & Young January 2004 - December 2004
Banc of America Securities January 2000 - January 2004
Education
University of Michigan
Elizabeth Stoeber's Morgan Stanley Experience May 1998 - May 2001
Job Center Director and Owner at Brain Balance Achievement Center of Summit
Industry Individual & Family Services
Experience
Brain Balance Achievement Center of Summit April 2011 - Present
Veritas Prep November 2007 - Present
Tobin Solitario June 2003 - May 2011
Morgan Stanley May 1998 - May 2001
Goldman Sachs July 1994 - May 1998
Skills
Investment Banking, Capital Markets, Due Diligence, Financial Analysis, Research, Business Strategy, Start-ups, Mergers & Acquisitions, Public Speaking, Strategic Planning, Financial Modeling, Investments, Private Equity, Management Consulting, Business Development, Valuation, Risk Management, Strategy, Leadership, Equities, Project Management, Venture Capital
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
University of Michigan 1985 — 1989
BA, Honors German
Brain Balance Achievement Center of Summit April 2011 - Present
Veritas Prep November 2007 - Present
Tobin Solitario June 2003 - May 2011
Morgan Stanley May 1998 - May 2001
Goldman Sachs July 1994 - May 1998
Skills
Investment Banking, Capital Markets, Due Diligence, Financial Analysis, Research, Business Strategy, Start-ups, Mergers & Acquisitions, Public Speaking, Strategic Planning, Financial Modeling, Investments, Private Equity, Management Consulting, Business Development, Valuation, Risk Management, Strategy, Leadership, Equities, Project Management, Venture Capital
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
University of Michigan 1985 — 1989
BA, Honors German
Lisa Elzy Watson's Morgan Stanley Experience 2013 - 2013
Job President of Lightwave Education
Industry Nonprofit Organization Management
Experience
LightWave Education Freedom School October 2009 - Present
LEW & Associates April 2002 - Present
Agape International 1993 - Present
Morgan Stanley 2013 - 2013
Bakersfield Center for Spirtual Living May 2010 - September 2011
USC FastTrack Program 2009 - 2009
GlobalHue 2003 - 2009
Lee Andrews Group 2001 - 2007
National Associates for Employee Recognition 2005 - 2005
Skills
Staff Development, Community Outreach, Fundraising, Coaching, Event Management, Team Building, Event Planning, Strategic Planning, Public Speaking, Leadership Development, Counseling, Teaching, Psychotherapy, Workshop Facilitation, Training, Program Development, Management, Strategic Communications, Personal Development, Leadership, Crisis Communications, Business Development, Public Relations, Media Relations, Nonprofits, Marketing Strategy, Social Networking, Project Planning, Marketing, Volunteer Management, Social Media, Blogging, Executive Coaching, Social Media Marketing, Strategy, Editing, Entrepreneurship, Marketing Communications, Small Business, Organizational..., Program Management, Community Development, Grant Writing, Proposal Writing, Motivational Speaking, Newsletters, Conflict Resolution
Education
Agape University of Transformational Studies and Leadership 1990 — 1993
License in Spiritual Counseling, Transformational Development
University of Michigan 1975 — 1978
Bachelor of Arts, English and Communications
LightWave Education Freedom School October 2009 - Present
LEW & Associates April 2002 - Present
Agape International 1993 - Present
Morgan Stanley 2013 - 2013
Bakersfield Center for Spirtual Living May 2010 - September 2011
USC FastTrack Program 2009 - 2009
GlobalHue 2003 - 2009
Lee Andrews Group 2001 - 2007
National Associates for Employee Recognition 2005 - 2005
Skills
Staff Development, Community Outreach, Fundraising, Coaching, Event Management, Team Building, Event Planning, Strategic Planning, Public Speaking, Leadership Development, Counseling, Teaching, Psychotherapy, Workshop Facilitation, Training, Program Development, Management, Strategic Communications, Personal Development, Leadership, Crisis Communications, Business Development, Public Relations, Media Relations, Nonprofits, Marketing Strategy, Social Networking, Project Planning, Marketing, Volunteer Management, Social Media, Blogging, Executive Coaching, Social Media Marketing, Strategy, Editing, Entrepreneurship, Marketing Communications, Small Business, Organizational..., Program Management, Community Development, Grant Writing, Proposal Writing, Motivational Speaking, Newsletters, Conflict Resolution
Education
Agape University of Transformational Studies and Leadership 1990 — 1993
License in Spiritual Counseling, Transformational Development
University of Michigan 1975 — 1978
Bachelor of Arts, English and Communications
Edward Mansour's Morgan Stanley Experience May 2006 - May 2008
Job Vice President in Product Management at MSCI
Industry Financial Services
Experience
MSCI Inc. May 2008 - Present
Morgan Stanley May 2006 - May 2008
Saudi Aramco May 2004 - July 2004
Skills
Derivatives, Risk Management, Portfolio Management, Fixed Income, Financial Modeling, Equities, Valuation, Credit Derivatives, Monte Carlo Simulation
Education
University of Michigan 2004 — 2005
M.S.E., Financial Engineering
University of Michigan 2000 — 2004
B.S.E., Electrical Engineering
MSCI Inc. May 2008 - Present
Morgan Stanley May 2006 - May 2008
Saudi Aramco May 2004 - July 2004
Skills
Derivatives, Risk Management, Portfolio Management, Fixed Income, Financial Modeling, Equities, Valuation, Credit Derivatives, Monte Carlo Simulation
Education
University of Michigan 2004 — 2005
M.S.E., Financial Engineering
University of Michigan 2000 — 2004
B.S.E., Electrical Engineering
Karen Brandow's Morgan Stanley Experience April 2007 - July 2011
Job Senior Vice President, Learning Consultant for Global Markets Research Technology and Operations at Bank of America
Industry Human Resources
Experience
Bank of America August 2011 - Present
Morgan Stanley April 2007 - July 2011
Citigroup 2004 - 2007
Skills
Talent Management, Investment Banking, Fixed Income, Organizational..., Human Resources, Risk Management, Equities, Financial Services, Onboarding, Alternative Investments
Education
University of Michigan 1999 — 2003
Bank of America August 2011 - Present
Morgan Stanley April 2007 - July 2011
Citigroup 2004 - 2007
Skills
Talent Management, Investment Banking, Fixed Income, Organizational..., Human Resources, Risk Management, Equities, Financial Services, Onboarding, Alternative Investments
Education
University of Michigan 1999 — 2003
Eugene Kwon (W)'s Morgan Stanley Experience 1999 - 2006
Job Managing Director and Counsel at Citi
Industry Financial Services
Experience
Citi 2006 - Present
Morgan Stanley 1999 - 2006
Education
University of Michigan
Bachelor's degree
University of Pennsylvania
Doctor of Law (J.D.)
Citi 2006 - Present
Morgan Stanley 1999 - 2006
Education
University of Michigan
Bachelor's degree
University of Pennsylvania
Doctor of Law (J.D.)
Ping Hsieh's Morgan Stanley Experience May 2011 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2011 - Present
Hsieh Global Investment Fund LLC September 2008 - December 2010
NYC Board of Education Retirement System January 2010 - November 2010
Merrill Lynch June 2008 - August 2008
University of Michigan September 2006 - April 2007
UM Senate Advisory Economic Committee September 2005 - April 2006
Master Cutlery May 2004 - August 2005
Skills
Equities, Financial Modeling, Fixed Income, Hedge Funds, Valuation, Bloomberg, Alternative Investments, Derivatives, Securities, Mutual Funds, Capital Markets, Investments, Portfolio Management, Asset Allocation, Financial Analysis
Education
University of Michigan
Bachelor of Science (B.S.), Actuarial Science/Mathematics
Morgan Stanley May 2011 - Present
Hsieh Global Investment Fund LLC September 2008 - December 2010
NYC Board of Education Retirement System January 2010 - November 2010
Merrill Lynch June 2008 - August 2008
University of Michigan September 2006 - April 2007
UM Senate Advisory Economic Committee September 2005 - April 2006
Master Cutlery May 2004 - August 2005
Skills
Equities, Financial Modeling, Fixed Income, Hedge Funds, Valuation, Bloomberg, Alternative Investments, Derivatives, Securities, Mutual Funds, Capital Markets, Investments, Portfolio Management, Asset Allocation, Financial Analysis
Education
University of Michigan
Bachelor of Science (B.S.), Actuarial Science/Mathematics
Ben Zerman's Morgan Stanley Experience May 2014 - Present
Job Equity Research Associate at Morgan Stanley
Industry Research
Experience
Morgan Stanley May 2014 - Present
Ernst & Young October 2009 - May 2014
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Fixed Income, Data Analysis, Analysis, Analytics, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
Finance
University of Michigan 2005 — 2009
BBA, Finance
Morgan Stanley May 2014 - Present
Ernst & Young October 2009 - May 2014
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Fixed Income, Data Analysis, Analysis, Analytics, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
Finance
University of Michigan 2005 — 2009
BBA, Finance
Richard Anfang's Morgan Stanley Experience December 2006 - June 2008
Job Managing Director, Global Technology at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2008 - Present
Morgan Stanley December 2006 - June 2008
Morgan Stanley Prime Brokerage 2006 - 2008
Morgan Stanley 1983 - 2008
Morgan Stanley January 2001 - December 2006
Morgan Stanley May 1995 - December 2000
Skills
IT Strategy, IT Management, Fixed Income, Software Development, Equities, Enterprise Software, Financial Services, Strategy, Management, Risk Management, Enterprise Architecture, Investment Banking, Team Leadership, Trading Systems, Business Strategy, Equity Derivatives, Telecommunications, Capital Markets, Hedge Funds, Vendor Management, Market Data, Business Analysis
Education
University of Pennsylvania 1982 — 1983
ms, computer science
University of Michigan 1977 — 1981
bs, computer science
JPMorgan Chase October 2008 - Present
Morgan Stanley December 2006 - June 2008
Morgan Stanley Prime Brokerage 2006 - 2008
Morgan Stanley 1983 - 2008
Morgan Stanley January 2001 - December 2006
Morgan Stanley May 1995 - December 2000
Skills
IT Strategy, IT Management, Fixed Income, Software Development, Equities, Enterprise Software, Financial Services, Strategy, Management, Risk Management, Enterprise Architecture, Investment Banking, Team Leadership, Trading Systems, Business Strategy, Equity Derivatives, Telecommunications, Capital Markets, Hedge Funds, Vendor Management, Market Data, Business Analysis
Education
University of Pennsylvania 1982 — 1983
ms, computer science
University of Michigan 1977 — 1981
bs, computer science
Nicholas Lui's Morgan Stanley Experience September 2004 - January 2007
Job Manager at Sagence
Industry Management Consulting
Experience
Sagence April 2015 - Present
LumenData September 2011 - March 2015
Credit Suisse February 2007 - November 2011
Morgan Stanley September 2004 - January 2007
Skills
Business Analysis, Investment Banking, Integration, Strategy, Requirements Gathering, IT Strategy, Requirements Analysis, Business Process, SDLC, Solution Architecture, Data Modeling, Business Intelligence, Enterprise Architecture, Data Migration
Education
University of Michigan 1999 — 2004
Bachelors, Math & Finance
Sagence April 2015 - Present
LumenData September 2011 - March 2015
Credit Suisse February 2007 - November 2011
Morgan Stanley September 2004 - January 2007
Skills
Business Analysis, Investment Banking, Integration, Strategy, Requirements Gathering, IT Strategy, Requirements Analysis, Business Process, SDLC, Solution Architecture, Data Modeling, Business Intelligence, Enterprise Architecture, Data Migration
Education
University of Michigan 1999 — 2004
Bachelors, Math & Finance
Mustafa Yaqubie's Morgan Stanley Experience September 2006 - February 2010
Job J.P. Morgan Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. September 2012 - Present
Chase Investment Serivces Corp. February 2010 - August 2012
Morgan Stanley September 2006 - February 2010
Bank of America August 2002 - September 2006
Education
University of Michigan 1998 — 2002
Bachelor of Arts (B.A.), Economics
JPMorgan Chase Bank N.A. September 2012 - Present
Chase Investment Serivces Corp. February 2010 - August 2012
Morgan Stanley September 2006 - February 2010
Bank of America August 2002 - September 2006
Education
University of Michigan 1998 — 2002
Bachelor of Arts (B.A.), Economics
Vijay Pant's Morgan Stanley Experience January 2002 - March 2006
Job Treasurer at Millennium
Industry Financial Services
Experience
Millennium April 2014 - Present
Barclays Capital September 2008 - April 2014
Lehman Brothers March 2006 - September 2008
Morgan Stanley January 2002 - March 2006
Skills
Prime Brokerage
Education
University of Michigan 1991 — 1996
Ph.D., Mathematics
Millennium April 2014 - Present
Barclays Capital September 2008 - April 2014
Lehman Brothers March 2006 - September 2008
Morgan Stanley January 2002 - March 2006
Skills
Prime Brokerage
Education
University of Michigan 1991 — 1996
Ph.D., Mathematics
William LaRosa's Morgan Stanley Experience January 2012 - Present
Job CFP, CRPC Associate Vice President, Wealth Management Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Merrill Lynch December 2004 - January 2012
Education
University of Michigan 1997 — 2001
Rochester Adams High School 1992 — 1996
Morgan Stanley January 2012 - Present
Merrill Lynch December 2004 - January 2012
Education
University of Michigan 1997 — 2001
Rochester Adams High School 1992 — 1996
Jim Suzuki's Morgan Stanley Experience January 2007 - Present
Job Business Analyst and Connectivity Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2007 - Present
ITG Trading January 2003 - December 2005
TradeKu Internet Start-up June 2000 - December 2002
Goldman Sachs January 1995 - May 2000
Skills
Prime Brokerage, Business Analysis, Project Management, Fixed Income
Education
University of Michigan
BS, Electrical Engineering
Morgan Stanley January 2007 - Present
ITG Trading January 2003 - December 2005
TradeKu Internet Start-up June 2000 - December 2002
Goldman Sachs January 1995 - May 2000
Skills
Prime Brokerage, Business Analysis, Project Management, Fixed Income
Education
University of Michigan
BS, Electrical Engineering
Steve Sakwa's Morgan Stanley Experience June 1993 - January 1996
Job Managing Director at Banc of AmericaMerrill Lynch
Industry Financial Services
Experience
Banc of America-Merrill Lynch January 1996 - Present
Morgan Stanley June 1993 - January 1996
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
University of Michigan 1985 — 1989
BA, Economics
Banc of America-Merrill Lynch January 1996 - Present
Morgan Stanley June 1993 - January 1996
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
University of Michigan 1985 — 1989
BA, Economics
Alicia Vaclavik's Morgan Stanley Experience 2009 - 2013
Job Manager at Accenture
Industry Information Technology and Services
Experience
Accenture 2008 - Present
Morgan Stanley 2009 - 2013
First Data Corporation February 2009 - December 2009
State Farm August 2008 - January 2009
Anderson Windows May 2007 - August 2007
St Marys Cement Group May 2006 - August 2006
Skills
Business Process..., Requirements Analysis, Business Analysis, SDLC, Management Consulting, IT Strategy, Process Improvement
Education
University of Michigan 2004 — 2008
Engineering, Industrial and Operations
Accenture 2008 - Present
Morgan Stanley 2009 - 2013
First Data Corporation February 2009 - December 2009
State Farm August 2008 - January 2009
Anderson Windows May 2007 - August 2007
St Marys Cement Group May 2006 - August 2006
Skills
Business Process..., Requirements Analysis, Business Analysis, SDLC, Management Consulting, IT Strategy, Process Improvement
Education
University of Michigan 2004 — 2008
Engineering, Industrial and Operations
Timothy Simms's Morgan Stanley Experience July 2002 - April 2003
Job Project Manager Associate at Conway Inc.
Industry Transportation/Trucking/Railroad
Experience
Con-way Inc. September 2015 - Present
Con-way Inc. October 2014 - Present
Con-way, Inc July 2012 - October 2014
Con-way Inc. November 2010 - July 2012
Pacific Sunwear September 2008 - October 2010
Gap Inc. October 2006 - September 2008
Target May 2005 - October 2006
D.O.C. Optical May 2004 - May 2005
Wealth Accumulation Strategies April 2003 - May 2004
Morgan Stanley July 2002 - April 2003
Skills
Succession Planning, Inventory Control, Management, Employee Relations, Loss Prevention, Operations Management, Hiring, Business Analysis, Retail, P&L, Inventory Management, Leadership, Logistics, Employee Training, Driving Results, Merchandising, Training, Profit, Recruiting, Team Building, Store Management
Education
Walsh College of Accountancy and Business Administration 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, Project Management, 3.975
University of Michigan 1996 — 2002
Bachelors, Psychology
Waterford Mott
Con-way Inc. September 2015 - Present
Con-way Inc. October 2014 - Present
Con-way, Inc July 2012 - October 2014
Con-way Inc. November 2010 - July 2012
Pacific Sunwear September 2008 - October 2010
Gap Inc. October 2006 - September 2008
Target May 2005 - October 2006
D.O.C. Optical May 2004 - May 2005
Wealth Accumulation Strategies April 2003 - May 2004
Morgan Stanley July 2002 - April 2003
Skills
Succession Planning, Inventory Control, Management, Employee Relations, Loss Prevention, Operations Management, Hiring, Business Analysis, Retail, P&L, Inventory Management, Leadership, Logistics, Employee Training, Driving Results, Merchandising, Training, Profit, Recruiting, Team Building, Store Management
Education
Walsh College of Accountancy and Business Administration 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, Project Management, 3.975
University of Michigan 1996 — 2002
Bachelors, Psychology
Waterford Mott
John Nave's Morgan Stanley Experience 1993 - 1997
Job Independent Financial Services Professional
Industry Financial Services
Experience
Deustche Bank 2000 - 2009
Deutsche Bank 2000 - 2009
Deutsche Bank Securities 2000 - 2009
Lehman 1997 - 2000
morgan stanley 1993 - 1997
pershing 1988 - 1993
Skills
Equities, Asset Management, Capital Markets, Derivatives, Finance, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Management, Prime Brokerage, Securities, Middle Office, Trading Systems, Trading
Education
University of Michigan 1984 — 1988
Roslyn High School
Deustche Bank 2000 - 2009
Deutsche Bank 2000 - 2009
Deutsche Bank Securities 2000 - 2009
Lehman 1997 - 2000
morgan stanley 1993 - 1997
pershing 1988 - 1993
Skills
Equities, Asset Management, Capital Markets, Derivatives, Finance, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Management, Prime Brokerage, Securities, Middle Office, Trading Systems, Trading
Education
University of Michigan 1984 — 1988
Roslyn High School
Jeffrey Radtke's Morgan Stanley Experience 1989 - 1996
Job Global Head of Program Trading at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers June 2006 - September 2008
Deutsche Bank 1996 - 2006
Deutsche Bank Securities 1996 - 2006
NatWest 1996 - 1998
Morgan Stanley 1989 - 1996
Skills
Capital Markets, Derivatives, Electronic Trading, Equities, Equity Trading, Financial Markets, Fixed Income, Hedge Funds, Options, Program Trading, Trading, Trading Systems, VAR, Market Data, Equity Derivatives, Prime Brokerage
Education
University of Michigan 1986 — 1989
AB, Economics
University of Michigan
Barclays Capital September 2008 - Present
Lehman Brothers June 2006 - September 2008
Deutsche Bank 1996 - 2006
Deutsche Bank Securities 1996 - 2006
NatWest 1996 - 1998
Morgan Stanley 1989 - 1996
Skills
Capital Markets, Derivatives, Electronic Trading, Equities, Equity Trading, Financial Markets, Fixed Income, Hedge Funds, Options, Program Trading, Trading, Trading Systems, VAR, Market Data, Equity Derivatives, Prime Brokerage
Education
University of Michigan 1986 — 1989
AB, Economics
University of Michigan
Kyle Chen, CFA's Morgan Stanley Experience 2004 - April 2007
Job Associate Software Equity Research at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2011 - Present
Moody's April 2007 - March 2011
Morgan Stanley 2004 - April 2007
Morgan Stanley 2003 - 2004
Skills
Financial Modeling, Valuation, Corporate Finance, Portfolio Management, Due Diligence, Competitive Analysis, Finance, Analysis, Business Analysis, Credit, Business Development, Market Research
Education
University of Michigan 1999 — 2003
Economics
Stuyvesant 1996 — 1999
Credit Suisse April 2011 - Present
Moody's April 2007 - March 2011
Morgan Stanley 2004 - April 2007
Morgan Stanley 2003 - 2004
Skills
Financial Modeling, Valuation, Corporate Finance, Portfolio Management, Due Diligence, Competitive Analysis, Finance, Analysis, Business Analysis, Credit, Business Development, Market Research
Education
University of Michigan 1999 — 2003
Economics
Stuyvesant 1996 — 1999
Jennifer Pollack Rosenthal's Morgan Stanley Experience August 2009 - December 2010
Job Vice President at Highbridge Capital
Industry Investment Management
Experience
Highbridge Capital March 2014 - Present
SAC Capital January 2011 - March 2014
Morgan Stanley August 2009 - December 2010
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
BBA, Finance, Accounting
University of Michigan 2005 — 2006
LS&A
Highbridge Capital March 2014 - Present
SAC Capital January 2011 - March 2014
Morgan Stanley August 2009 - December 2010
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
BBA, Finance, Accounting
University of Michigan 2005 — 2006
LS&A
Jeff Mexicotte's Morgan Stanley Experience January 2011 - Present
Job Senior Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Credit Suisse May 2007 - August 2008
Citigroup May 2005 - May 2007
Citigroup 2005 - 2007
Citi 2005 - 2007
Deutsche Bank August 1997 - May 2005
Bankers Trust 1997 - 2000
Digital Equipment BCFI AB 1983 - 1996
Digital Equipment Corporation 1982 - 1995
Skills
Visio, Project Management, Program Management, Management, PMP, Budgets, Project Planning, Quality Assurance, Policy, Software Development, IT Strategy, Cloud Computing, PMO, Pre-sales, SDLC
Education
University of Michigan 1977 — 1981
BA, Computer Science
Morgan Stanley January 2011 - Present
Credit Suisse May 2007 - August 2008
Citigroup May 2005 - May 2007
Citigroup 2005 - 2007
Citi 2005 - 2007
Deutsche Bank August 1997 - May 2005
Bankers Trust 1997 - 2000
Digital Equipment BCFI AB 1983 - 1996
Digital Equipment Corporation 1982 - 1995
Skills
Visio, Project Management, Program Management, Management, PMP, Budgets, Project Planning, Quality Assurance, Policy, Software Development, IT Strategy, Cloud Computing, PMO, Pre-sales, SDLC
Education
University of Michigan 1977 — 1981
BA, Computer Science
Zach Goldstein's Morgan Stanley Experience May 2008 - August 2008
Job Public Rec
Industry Apparel & Fashion
Experience
Public Rec April 2015 - Present
Shore Capital Partners March 2013 - April 2015
J.P. Morgan January 2010 - March 2013
Shore Capital Partners September 2009 - January 2010
Z League May 2006 - July 2009
Morgan Stanley May 2008 - August 2008
Allstate Investments May 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Investments, Mergers & Acquisitions, Venture Capital, Bloomberg, LBO, Equities
Education
University of Michigan 2005 — 2009
Bachelor of Arts, Economics
Public Rec April 2015 - Present
Shore Capital Partners March 2013 - April 2015
J.P. Morgan January 2010 - March 2013
Shore Capital Partners September 2009 - January 2010
Z League May 2006 - July 2009
Morgan Stanley May 2008 - August 2008
Allstate Investments May 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Investments, Mergers & Acquisitions, Venture Capital, Bloomberg, LBO, Equities
Education
University of Michigan 2005 — 2009
Bachelor of Arts, Economics
Corey Friedberg's Morgan Stanley Experience June 2010 - Present
Job Senior Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
Bloomberg May 2009 - August 2009
Elliott Associates July 2008 - August 2008
Credit Suisse May 2008 - June 2008
K&L Gates July 2007 - August 2007
Wachovia, A Wells Fargo Company June 2007 - July 2007
Skills
Financial Analysis, Capital Markets, Bloomberg Terminal, Liquidity Management, PowerPoint, Microsoft Excel, Liquidity Risk, Microsoft Office, Visual Basic, Microsoft Word, Interest Rate Risk..., Financial Reporting, ALM, Interest Rate Hedging, Money Market Funds, Regulatory Requirements, Trading, Fixed Income, Fixed Income Analysis, Available for Sale..., Investments, Bloomberg, Social Media, Finance
Education
University of Michigan 2006 — 2010
BA, Economics
Morgan Stanley June 2010 - Present
Bloomberg May 2009 - August 2009
Elliott Associates July 2008 - August 2008
Credit Suisse May 2008 - June 2008
K&L Gates July 2007 - August 2007
Wachovia, A Wells Fargo Company June 2007 - July 2007
Skills
Financial Analysis, Capital Markets, Bloomberg Terminal, Liquidity Management, PowerPoint, Microsoft Excel, Liquidity Risk, Microsoft Office, Visual Basic, Microsoft Word, Interest Rate Risk..., Financial Reporting, ALM, Interest Rate Hedging, Money Market Funds, Regulatory Requirements, Trading, Fixed Income, Fixed Income Analysis, Available for Sale..., Investments, Bloomberg, Social Media, Finance
Education
University of Michigan 2006 — 2010
BA, Economics
David Sonnenschein's Morgan Stanley Experience February 2008 - Present
Job Sr. Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2008 - Present
UBS Wealth Management May 2000 - February 2008
Merrill Lynch October 1983 - May 2000
Education
University of Michigan Business School 1977 — 1980
Masters Business Administration, Finance
University of Michigan 1972 — 1976
Bachelors of Business Administration, Marketing
Morgan Stanley February 2008 - Present
UBS Wealth Management May 2000 - February 2008
Merrill Lynch October 1983 - May 2000
Education
University of Michigan Business School 1977 — 1980
Masters Business Administration, Finance
University of Michigan 1972 — 1976
Bachelors of Business Administration, Marketing
Danielle Scapa's Morgan Stanley Experience July 2008 - April 2011
Job Performance Improvement Associate, Lucile Packard Children's Hospital
Industry Hospital & Health Care
Experience
Lucile Packard Children's Hospital April 2011 - Present
Morgan Stanley July 2008 - April 2011
University of Michigan May 2007 - April 2008
Sovereign Sales May 2006 - August 2006
Quartostile May 2005 - August 2005
Education
University of Michigan 2004 — 2008
B.S.E., Industrial and Operations Engineering, Major GPA 3.7/4.0
Lucile Packard Children's Hospital April 2011 - Present
Morgan Stanley July 2008 - April 2011
University of Michigan May 2007 - April 2008
Sovereign Sales May 2006 - August 2006
Quartostile May 2005 - August 2005
Education
University of Michigan 2004 — 2008
B.S.E., Industrial and Operations Engineering, Major GPA 3.7/4.0
Marybeth Schmitz's Morgan Stanley Experience 2005 - 2007
Job VP, Human Resources at The Boon Group
Industry Human Resources
Experience
The Boon Group, Inc. May 2014 - Present
Kessler Topaz Meltzer & Check, LLP October 2009 - April 2014
Bear Stearns Asset Management 2007 - 2009
Morgan Stanley 2005 - 2007
Screenvision 2004 - 2005
Calence 2003 - 2004
Wilmington Trust 2002 - 2003
Kenexa 1999 - 2002
MRI Network 1998 - 1999
Skills
Applicant Tracking..., Employment Law, Employee Benefits, Recruiting, Mergers & Acquisitions, Human Resources, Onboarding, Mergers, Deferred Compensation, HRIS, Succession Planning, Strategy
Education
University of Michigan 1994 — 1998
BA, Political Science
The Boon Group, Inc. May 2014 - Present
Kessler Topaz Meltzer & Check, LLP October 2009 - April 2014
Bear Stearns Asset Management 2007 - 2009
Morgan Stanley 2005 - 2007
Screenvision 2004 - 2005
Calence 2003 - 2004
Wilmington Trust 2002 - 2003
Kenexa 1999 - 2002
MRI Network 1998 - 1999
Skills
Applicant Tracking..., Employment Law, Employee Benefits, Recruiting, Mergers & Acquisitions, Human Resources, Onboarding, Mergers, Deferred Compensation, HRIS, Succession Planning, Strategy
Education
University of Michigan 1994 — 1998
BA, Political Science
Susan Cheng's Morgan Stanley Experience December 2013 - Present
Job Director HR Service Delivery at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Morgan Stanley September 2012 - Present
Morgan Stanley November 2010 - September 2012
Morgan Stanley December 2009 - October 2010
Morgan Stanley December 2008 - December 2009
Morgan Stanley July 2006 - December 2008
Skills
HR Business..., Business Analytics, Solution-driven, End User Training, Solution Delivery, Requirement..., Development Testing, HRIS, Outsourced HR Services, PeopleSoft, Workday, Human Resources, Business Analysis, Management, Project Management, Vendor Management, Performance Management
Education
University of Michigan
Morgan Stanley December 2013 - Present
Morgan Stanley September 2012 - Present
Morgan Stanley November 2010 - September 2012
Morgan Stanley December 2009 - October 2010
Morgan Stanley December 2008 - December 2009
Morgan Stanley July 2006 - December 2008
Skills
HR Business..., Business Analytics, Solution-driven, End User Training, Solution Delivery, Requirement..., Development Testing, HRIS, Outsourced HR Services, PeopleSoft, Workday, Human Resources, Business Analysis, Management, Project Management, Vendor Management, Performance Management
Education
University of Michigan
Danny Weiser's Morgan Stanley Experience July 2008 - March 2010
Job Analyst at Magnetar Capital
Industry Investment Management
Experience
Magnetar Capital March 2010 - Present
Morgan Stanley July 2008 - March 2010
Skills
Investments, Hedge Funds, Alternative Investments, Financial Analysis, Financial Modeling, Due Diligence, Mergers, Derivatives, Capital Markets, Investment Banking, Portfolio Management, Valuation, Equities, Corporate Finance
Education
University of Michigan 2007 — 2008
M.S.E., Financial Engineering
University of Michigan 2003 — 2007
B.S.E., Industrial and Operations Engineering
Magnetar Capital March 2010 - Present
Morgan Stanley July 2008 - March 2010
Skills
Investments, Hedge Funds, Alternative Investments, Financial Analysis, Financial Modeling, Due Diligence, Mergers, Derivatives, Capital Markets, Investment Banking, Portfolio Management, Valuation, Equities, Corporate Finance
Education
University of Michigan 2007 — 2008
M.S.E., Financial Engineering
University of Michigan 2003 — 2007
B.S.E., Industrial and Operations Engineering
Charlie Sun's Morgan Stanley Experience June 2011 - May 2014
Job Quantitative Risk Analyst at Saba Capital Management
Industry Financial Services
Experience
Saba Capital Management, L.P. May 2014 - Present
Morgan Stanley June 2011 - May 2014
Barclays Capital March 2009 - June 2011
Education
University of Michigan
MSc, Financial Engineering
University of Toronto
BSc, Computer Science & Applied Math
Shanghai Foreign Language School
High School
Saba Capital Management, L.P. May 2014 - Present
Morgan Stanley June 2011 - May 2014
Barclays Capital March 2009 - June 2011
Education
University of Michigan
MSc, Financial Engineering
University of Toronto
BSc, Computer Science & Applied Math
Shanghai Foreign Language School
High School
Karolyn Morigi Armstrong's Morgan Stanley Experience 1998 - 2011
Job Associate with Adaptive Wealth Management
Industry Financial Services
Experience
Adaptive Wealth Management 2011 - Present
Morgan Stanley 1998 - 2011
Paul Morigi & Co. 1986 - 1996
Skills
Investments, Securities, Private Equity, Finance, Equities, Alternative Investments, Asset Allocation, Capital Markets, Credit, Investment Strategies, Bonds, Fixed Income, Mutual Funds, Retirement Planning, Financial Modeling, Investment Banking, Financial Advisory, ETFs, Hedge Funds
Education
University of Michigan
BA, Classical Archaeology
NYU Graduate School of Business Ad
Finance
Intercollegiate Center for Classical Studies, Rome Italy
Classics, Archaeology, Travel
Adaptive Wealth Management 2011 - Present
Morgan Stanley 1998 - 2011
Paul Morigi & Co. 1986 - 1996
Skills
Investments, Securities, Private Equity, Finance, Equities, Alternative Investments, Asset Allocation, Capital Markets, Credit, Investment Strategies, Bonds, Fixed Income, Mutual Funds, Retirement Planning, Financial Modeling, Investment Banking, Financial Advisory, ETFs, Hedge Funds
Education
University of Michigan
BA, Classical Archaeology
NYU Graduate School of Business Ad
Finance
Intercollegiate Center for Classical Studies, Rome Italy
Classics, Archaeology, Travel
Jason Rubin's Morgan Stanley Experience October 2009 - March 2013
Job Compensation Reporting Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2013 - Present
Morgan Stanley October 2009 - March 2013
Advantage Professional January 2007 - October 2009
Goldman Sachs & Co January 2007 - October 2009
Skills
Excel, Business Objects, PowerPoint, Access, Visio, Business Intelligence...
Education
University of Michigan 2003 — 2006
BA, Political Science
University of Michigan
Bachelor of Arts, Political Science
Goldman Sachs March 2013 - Present
Morgan Stanley October 2009 - March 2013
Advantage Professional January 2007 - October 2009
Goldman Sachs & Co January 2007 - October 2009
Skills
Excel, Business Objects, PowerPoint, Access, Visio, Business Intelligence...
Education
University of Michigan 2003 — 2006
BA, Political Science
University of Michigan
Bachelor of Arts, Political Science
Anne Cheaney's Morgan Stanley Experience October 2013 - January 2015
Job Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc January 2015 - Present
Morgan Stanley October 2013 - January 2015
Charlotte Russe December 2010 - April 2011
Spencer Gifts February 2010 - December 2010
Nat City Investments November 2005 - August 2009
Education
University of Michigan
Western Michigan University
Bachelor of Arts, Journalism/Communications
UBS Financial Services Inc January 2015 - Present
Morgan Stanley October 2013 - January 2015
Charlotte Russe December 2010 - April 2011
Spencer Gifts February 2010 - December 2010
Nat City Investments November 2005 - August 2009
Education
University of Michigan
Western Michigan University
Bachelor of Arts, Journalism/Communications
Michelle Chung's Morgan Stanley Experience October 2013 - August 2014
Job Program Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2015 - Present
Credit Suisse September 2014 - March 2015
Morgan Stanley October 2013 - August 2014
Credit Suisse May 2010 - October 2013
Freeborders 2010 - 2012
QueBIT Consulting 2009 - 2010
Capgemini 2005 - 2009
Skills
Project/Program..., Large Scale..., IT Roadmap and Strategy..., Knolwedge in Financial..., Knowledge in Market..., Business Analysis, SOA, Business Intelligence, Requirements Analysis, PMO, Project Management, Business Process...
Education
University of Pennsylvania, M.S.E.
Master of Science & Engineering (M.S.E.), Systems Engineering
University of Michigan
Bachelor of Science (B.S.), Computer Science
Credit Suisse March 2015 - Present
Credit Suisse September 2014 - March 2015
Morgan Stanley October 2013 - August 2014
Credit Suisse May 2010 - October 2013
Freeborders 2010 - 2012
QueBIT Consulting 2009 - 2010
Capgemini 2005 - 2009
Skills
Project/Program..., Large Scale..., IT Roadmap and Strategy..., Knolwedge in Financial..., Knowledge in Market..., Business Analysis, SOA, Business Intelligence, Requirements Analysis, PMO, Project Management, Business Process...
Education
University of Pennsylvania, M.S.E.
Master of Science & Engineering (M.S.E.), Systems Engineering
University of Michigan
Bachelor of Science (B.S.), Computer Science
Sagar Pranav's Morgan Stanley Experience June 2013 - August 2013
Job Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2015 - Present
EY June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Grant Thornton LLP May 2012 - July 2012
Education
University of Michigan 2011 — 2015
Bachelor's degree, Business Administration, Economics
West Island School 2004 — 2011
International Baccalaureate
McKinsey & Company August 2015 - Present
EY June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Grant Thornton LLP May 2012 - July 2012
Education
University of Michigan 2011 — 2015
Bachelor's degree, Business Administration, Economics
West Island School 2004 — 2011
International Baccalaureate
Ji Hye Song's Morgan Stanley Experience February 2014 - Present
Job User Experience Researcher/Designer
Industry Information Technology and Services
Experience
Morgan Stanley February 2014 - Present
University of Michigan August 2013 - January 2014
Morgan Stanley June 2013 - August 2013
Intelligent Information and Communication Lab March 2012 - August 2012
Mets HIT November 2009 - May 2011
AhnLab, Inc. February 2009 - August 2009
The Walt Disney Company July 2008 - January 2009
Mobiders January 2008 - February 2008
Skills
Human Computer..., User Experience, User-centered Design, Usability Testing, Needs Analysis, Universal Design, ICT, Graphic Design, User Interface Design, Interaction Design, Information Architecture, Contextual Inquiry, Contextual Design, Mobile Interface Design, Mobile Interaction..., Accessibility, Human Behavior, ICT4D, Usability, User Interface, Heuristic Evaluation, User Research, Wireframes, Paper Prototyping
Education
University of Michigan 2012 — 2013
Human-Computer Interaction, Master of Science (MS)
Morgan Stanley February 2014 - Present
University of Michigan August 2013 - January 2014
Morgan Stanley June 2013 - August 2013
Intelligent Information and Communication Lab March 2012 - August 2012
Mets HIT November 2009 - May 2011
AhnLab, Inc. February 2009 - August 2009
The Walt Disney Company July 2008 - January 2009
Mobiders January 2008 - February 2008
Skills
Human Computer..., User Experience, User-centered Design, Usability Testing, Needs Analysis, Universal Design, ICT, Graphic Design, User Interface Design, Interaction Design, Information Architecture, Contextual Inquiry, Contextual Design, Mobile Interface Design, Mobile Interaction..., Accessibility, Human Behavior, ICT4D, Usability, User Interface, Heuristic Evaluation, User Research, Wireframes, Paper Prototyping
Education
University of Michigan 2012 — 2013
Human-Computer Interaction, Master of Science (MS)
William Weinberg's Morgan Stanley Experience November 2014 - Present
Job Intern at Morgan Stanley
Industry
Experience
Morgan Stanley November 2014 - Present
United States Air Force May 2014 - Present
Citi June 2013 - August 2013
Royal Bank of Scotland June 2012 - August 2012
Skills
Time Management, Public Speaking, Problem Solving, Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Political Science
Edgemont High School 2006 — 2010
Morgan Stanley November 2014 - Present
United States Air Force May 2014 - Present
Citi June 2013 - August 2013
Royal Bank of Scotland June 2012 - August 2012
Skills
Time Management, Public Speaking, Problem Solving, Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Political Science
Edgemont High School 2006 — 2010
Paul Soley's Morgan Stanley Experience June 2015 - August 2015
Job Incoming analyst at Morgan Stanley
Industry Financial Services
Experience
University of Michigan Varsity Men's Swim Team August 2012 - Present
Morgan Stanley June 2015 - August 2015
Skills
Microsoft Excel, Trading
Education
University of Michigan 2012 — 2016
University of Michigan Varsity Men's Swim Team August 2012 - Present
Morgan Stanley June 2015 - August 2015
Skills
Microsoft Excel, Trading
Education
University of Michigan 2012 — 2016
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS