Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
First Bank 2013 - Present
KeyBank 2010 - 2013
JumpStart Inc. 2009 - 2010
PNC 2003 - 2009
Morgan Stanley 1995 - 2002
Skills
Wealth Management, Wealth Preservation..., Business Development, Venture Capital, Mergers & Acquisitions, Strategic Planning, Finance, Risk Management, Leadership, Financial Analysis, Credit, Portfolio Management, Banking, Equities, Mutual Funds, Management
Education
University of Michigan
Master of Business Administration (MBA)
Rothschild September 2015 - Present
Bank of America Merrill Lynch January 2015 - Present
Morgan Stanley February 2014 - Present
Relay for Life at the University of Michigan October 2013 - Present
GCM Grosvenor May 2014 - May 2014
National Retrofitting Group May 2013 - August 2013
MPowered Entrepreneurship October 2012 - May 2013
Ravinia Green Country Club June 2007 - August 2012
Skills
Comparable Analysis, Financial Modeling, Valuation, Microsoft Excel, Leadership, Research, Financial Analysis, Analysis, Asset Management, Portfolio Management, Bloomberg, Accounts Payable, Social Networking, PowerPoint, Public Speaking, Web Content Management, Energy Efficiency, Non-profit..., Product Development, Business Development, Facebook, Microsoft Word, Teamwork, Access, SPSS, Golf, Critical Thinking, Works well with a team, Social Media Marketing, Data Analysis, Sports
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Glenbrook North High School 2009 — 2012
TDF Ventures August 2013 - Present
MGM Resorts International May 2012 - July 2012
Morgan Stanley March 2009 - July 2011
Morgan Stanley July 2007 - February 2009
Skills
Venture Capital, Private Equity, Financial Modeling, Due Diligence, Valuation, Investment Banking, Alternative Investments, DCF, Financial Analysis, Leveraged Finance, Mergers & Acquisitions, Business Strategy, Finance, Entrepreneurship, Portfolio Management, Strategy, Equity Research, M&A experience
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA
J.P. Morgan July 2014 - Present
Phi Chi Theta Business Fraternity December 2012 - Present
J.P. Morgan May 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Ernst & Young May 2011 - June 2011
Skills
Business Strategy, Strategic Planning, Social Media Marketing, Microsoft Office, Excel, Word, PowerPoint, Accounting, Customer Service, Microsoft Word, Microsoft Excel, Research, Finance, Analysis, Fundraising, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
St. Christopher's School
Goldman Sachs July 2015 - Present
The University of Michigan Ross Asia Business Conference February 2014 - Present
Goldman Sachs May 2014 - August 2014
Alternative Weekends April 2013 - May 2014
The University of Michigan Asia Business Conference September 2012 - May 2014
Dow Jones/ The Wall Street Journal August 2013 - August 2013
Guotai Junan Securities Co., Ltd June 2013 - July 2013
University of Michigan Ross School of Business January 2013 - May 2013
Michigan Advertising and Marketing Group January 2012 - May 2013
Morgan Stanley March 2013 - March 2013
Skills
Photography, Graphic Design, Research, Microsoft Office, Microsoft Excel, Figure Drawing, Photoshop, PowerPoint, Public Relations, Facebook, Marketing, Event Planning, Social Media Marketing, Advertising
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (BBA)
University of Michigan-College of Literature, Science and the Arts 2011 — 2012
Pre-Business
Diocesan Girls' School 2005 — 2011
Sequoia Capital Global Equities June 2014 - Present
RentMethod June 2011 - May 2014
SPO Partners June 2009 - June 2011
Morgan Stanley June 2007 - March 2009
Skills
Start-ups, Business Strategy, Mergers, Private Equity, Hedge Funds, Venture Capital, Financial Modeling, Business Acquisition, Mergers & Acquisitions, Due Diligence, Valuation, Entrepreneurship
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2007
BBA, Finance
Point B July 2014 - Present
Point B February 2013 - July 2014
The Boston Consulting Group 2011 - 2013
Bayer HealthCare (Medical Care) May 2010 - August 2010
Charter Management (event-driven hedge fund) March 2006 - July 2009
Morgan Stanley 2005 - 2006
Yale University August 2002 - May 2005
Skills
Strategy, Purchasing, Financial Modeling, Financial Analysis, Management Consulting, Cross-functional Team..., Analytics, Business Strategy, Competitive Analysis, Data Analysis, Strategic Planning, Valuation, Market Analysis, Leadership, Start-ups, Management, Consulting
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Emphases in Strategy and General Management
Yale University 2001 — 2005
2005, Computer Science
Mercer July 2014 - Present
Morgan Stanley September 2013 - December 2013
TRW Automotive June 2013 - August 2013
University of Michigan Ross School of Business June 2012 - September 2012
TRW Automotive May 2012 - August 2012
Michigan Opera Theatre May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Data Analysis, Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (BBA)
University of Michigan Central Student Government January 2015 - Present
Delta Tau Delta, Delta Chapter January 2015 - Present
TAMID Israel Investment Group January 2014 - Present
Morgan Stanley June 2015 - August 2015
WolvPAC January 2014 - August 2015
AIPAC June 2014 - August 2014
College Republicans at The University of Michigan October 2013 - May 2014
Skills
Politics, Public Speaking, Israeli-Palestinian..., Social Networking, Political Campaigns, Facebook, Social Media, Salesforce.com, Microsoft Office, Microsoft Excel, Management, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Blair Academy 2011 — 2013
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley June 2014 - August 2014
Boston Consulting Group August 2013 - August 2013
Morgan Stanley June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
AT&T Authorized Retailer January 2010 - September 2011
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Strategy and Accounting
PwC January 2010 - Present
Integra Strategic Transformation Consulting April 2006 - January 2010
Roland Berger Strategy Consultants March 2005 - March 2006
Morgan Stanley November 2002 - February 2005
Mitsuoka Motors Japan May 1996 - July 2000
Skills
Japanese, Due Diligence, Business Strategy, Private Equity, Negotiation, Executive Management, Market Entry, Financial Modeling, Management Consulting, Organizational Design, Acquisition Integration, Mergers, Valuation, Corporate Development, Cost Reduction, Corporate Finance, Restructuring, Capital Markets, Business Planning, Portfolio Management, Strategy Development, Optimization, Strategic Planning, Financial Analysis, Market Analysis, Divestitures, Strategy, Change Management, Leadership, Mergers & Acquisitions, Business Development, Finance, CRM, Cross-functional Team..., Analysis, Consulting, Business Transformation, Management, Forecasting, Strategic Consulting, Business Process..., Business Intelligence, International Business, New Business Development, Financial Services, Venture Capital, Start-ups, Investment Banking, Go-to-market Strategy, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
M.B.A., Finance and Strategy
University of Utah 1992 — 1995
Bachelor's Degree, Japanese Language and Literature
Jacobs & Company December 2014 - Present
BTR Capital Management August 2010 - November 2014
Morgan Stanley September 2006 - November 2008
Various Firms June 1996 - June 2006
Donaldson, Lufkin & Jenrette 1991 - 1994
Skills
Portfolio Management, Asset Allocation, Investments, Equity Research, Mutual Funds, Equities, Financial Modeling, Series 7, Investment Management, Fixed Income, Wealth Management, Investment Strategies, Securities, Hedge Funds, Investment Banking, Finance, Retirement Planning
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
University of Michigan 1984 — 1990
BA, Economics, Cum Laude
Sidwell Friends School 1982 — 1986
Google September 2014 - Present
Google July 2012 - August 2014
University of Michigan Ross School of Business August 2010 - July 2012
Amazon.com May 2011 - August 2011
Google January 2009 - August 2010
Google July 2007 - December 2008
The Executive Source August 2006 - June 2007
Hyatt Hotels Corporation June 2005 - August 2005
Morgan Stanley June 2004 - August 2004
Skills
Product Management, Digital Marketing, Marketing Strategy, Analytics, Competitive Analysis, Product Marketing, Market Research, Digital Strategy, Marketing, Social Media, Online Advertising, Digital Media, Business Development
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Strategy and Marketing
University of Pennsylvania 2002 — 2006
BA, Diplomatic History
Berkeley Carroll School 1998 — 2002
Milton Academy 1999 — 2000
Drip Club February 2014 - Present
Social Annex, Inc. August 2012 - July 2013
California Statewide September 2008 - August 2012
Stoom Room October 2010 - December 2011
Sony CONNECT May 2007 - August 2007
Morgan Stanley June 2006 - September 2006
Skills
Entrepreneurship, Ideation, Customer Development, Social Media Marketing, E-commerce, Marketing Strategy, Customer Insight, Consumer Insights, Brand Development, Data Analysis, CRM, Email Marketing, Account Management, Social Media
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Marketing & Strategy
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Skills
Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Leadership, Teamwork, Microsoft Word, Social Media, Marketing, Research, Time Management, Sales, Data Analysis, Event Planning
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Morgan Stanley January 2015 - Present
Morgan Stanley June 2013 - Present
Morgan Stanley July 2009 - June 2013
Morgan Stanley May 2008 - August 2008
Bloomberg May 2007 - August 2007
Cantor Fitzgerald June 2006 - August 2006
Skills
Equities, Bloomberg, Financial Modeling, Fixed Income, Hedge Funds, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance
The Dalton School
Ameriprise Financial Services, Inc. February 2004 - Present
Morgan Stanley March 1999 - January 2004
Energy Trading at Com Ed February 1997 - February 1999
Fuji Securities Inc March 1978 - January 1997
Skills
Retirement Planning, Employee Stock Options, Protection..., Wealth Management, Education Funding, Retirement, Investment Advisory, Asset Allocation, Uniform Combined State..., Financial Services, 401k Rollovers
Education
University of Michigan
bbs
Houghton Healthcare Holdings, Inc. September 2011 - Present
PDL BioPharma October 2011 - May 2015
Defined Health 2010 - 2011
Moulton Point Capital LLC 2009 - 2009
Marathon Asset Management 2005 - 2008
Morgan Stanley 2003 - 2005
Investec 2000 - 2001
Skills
Equities, Mergers, Biotechnology, Structured Finance, Leveraged Finance, Non-dilutive Financing, Medical Technology, Business Development, Negotiation, Deal Origination, Deal Execution, Medical Devices, Due Diligence, Corporate Development
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA
University of the Witwatersrand, Medical School 1993 — 1999
MBBCH (MD)
King David High School, Linksfield
Morgan Stanley January 2015 - Present
Susquehanna International Group, LLP (SIG) May 2013 - December 2014
Nomura Securities June 2010 - May 2013
Sanford C. Bernstein 2006 - 2010
PwC 2005 - 2006
Skills
Valuation, Financial Modeling, E-commerce, Online Advertising, Forecasting, Equities, Equity Research, Equity Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2005
Master of Accounting
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Morgan Stanley June 2014 - Present
Bravura Philharmonic Orchestra January 2012 - Present
Morgan Stanley June 2012 - June 2014
University of Michigan - Center for Research on Learning and Teaching October 2010 - April 2012
Morgan Stanley June 2011 - August 2011
Princeton Plasma Physics Laboratory June 2010 - August 2010
Princeton Plasma Physics Laboratory May 2009 - July 2009
Skills
Matlab, Mathematical Modeling, C++, Numerical Analysis, Physics, Analysis, Research, Statistics, PowerPoint, Data Analysis, Simulations, Mathematica, Microsoft Excel
Education
University of Michigan 2008 — 2012
Bachelors of Science, Numerical and Applied Analysis, Cello Performance
International Model United Nations Association December 2013 - Present
Reinstitution of the Arts into Detroit May 2012 - Present
Strategy&, part of the PwC network (formerly Booz & Company) June 2015 - August 2015
optiMize June 2014 - April 2015
Morgan Stanley May 2014 - August 2014
Bloomfield Hills Boys' Basketball May 2014 - July 2014
International Model United Nations Association January 2013 - November 2013
Reinstitution of the Arts into Detroit June 2011 - May 2012
Reinstitution of the Arts into Detroit November 2010 - May 2011
Skills
Public Speaking, Microsoft Office, Coaching, Basketball, Basketball Coaching, Organization, Problem Solving, Event Planning, Leadership, Community Service, Community Outreach, Management, Strategic Planning, Fundraising, Team Building, Policy, Nonprofits, Leadership Development, Entrepreneurship, Social Networking, Research, Logistics Management, Team Management, Social Media, Humanitarian, Business Development
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA)
Lahser High School 2008 — 2012
High School Diploma, 3.98
Morgan Stanley June 2014 - August 2014
Roomixer Ltd. September 2013 - December 2013
Star Farm Ventures August 2013 - December 2013
Tomigo June 2013 - August 2013
Footbridge Partners, LLC January 2013 - May 2013
Skills
Microsoft Office, Financial Analysis, Business Development, Microsoft Excel, PowerPoint, Marketing Strategy, Social Media, New Business Development, Microsoft Word, Marketing, Management, Leadership, Public Speaking, Social Networking, Entrepreneurship, Start-ups, Financial Modeling, Investments, Mergers & Acquisitions, Strategy, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Morgan Stanley June 2015 - August 2015
Merge - Social Scheduling January 2013 - July 2015
Soles4Souls, Inc. March 2013 - May 2015
Alpha Epsilon Pi November 2013 - December 2014
NBCUniversal, Inc. May 2014 - August 2014
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Goldman Sachs 2015 - Present
Fairstead Capital 2015 - 2015
Goldman Sachs June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Goldman Sachs June 2012 - August 2012
JANA Partners LLC 2011 - 2011
Dolphin Equities 2010 - 2011
Avenue Capital Group June 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Futures and Options May 2012 - Present
Morgan Stanley June 2006 - Present
J.P. Morgan May 2002 - May 2006
Skills
Equities, Investment Banking, Capital Markets, Mergers, Corporate Finance, Valuation, Hedge Funds, Mergers & Acquisitions, Fixed Income
Education
University of Michigan Business School 2000 — 2002
Master of Business Administration (MBA)
University of Notre Dame 1990 — 1994
Bachelor of Arts (BA), History
TD May 2012 - Present
Thyroid Hope Foundation January 2008 - Present
Morgan Stanley April 2011 - April 2012
Credit Suisse November 2004 - April 2011
Merrill Lynch May 2002 - October 2004
American Management Systems, Inc 2000 - 2002
Skills
Fixed Income, Investment Banking, Equities, Project Management, Project Planning, Project Coordination, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Managerial Finance, Event Management, Analytics, Microsoft Office, Networking, PMP, Expense Management, Budget Process, Forecasting
Education
University of Michigan Business School 1996 — 2000
BBA, Finance, Computer Science
Cherry Hill High School East 1992 — 1996
High School Diploma
Morgan Stanley August 2014 - Present
Reval August 2013 - August 2014
Commerzbank AG June 2012 - August 2013
Bank of Tokyo-Mitsubishi UFJ November 2011 - June 2012
Credit Suisse May 2010 - November 2011
AIG January 2006 - May 2010
AIG August 2003 - January 2006
Skills
Finance, Accounting, Valuation, Market Risk, Interest Rate..., FX Derivatives, Treasury Management, Bloomberg, Access Database, VBA, Hedge Accounting, Liquidity Risk, Equity Funding, Microsoft Excel, Credit Risk, Structured Finance, MBS, FX Options, Interest Rate, Financial Analysis, Financial Statement..., Treasury Mana, Treasury, Hedging, Banking, Interest Rate Swaps, Options
Education
University of Michigan - Stephen M. Ross School of Business
Master's degree, Accounting and Finance
Hunter College High School
Humble Monkey LLC May 2006 - Present
Marina Maher Communications 2006 - 2007
Morgan Stanley July 2002 - March 2006
Koko Interactive January 1999 - November 2001
THINK New Ideas August 1998 - February 1999
Skills
Project Management, Program Management, Vendor Management, Strategic Planning, Process Improvement, CRM, Management, Integration, Cloud Computing, Strategy, Security, Cross-functional Team..., Leadership, Change Management, IT Strategy
Education
University of Michigan 1991 — 1995
Bachelor of Arts (B.A.), Linguistics and Italian
Lumen Christi High School
Morgan Stanley June 2014 - Present
University of Michigan 2009 - May 2013
Wellspring Capital Management LLC June 2012 - August 2012
Skills
Analysis, Due Diligence, Social Networking, Leadership, Valuation, Finance, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word
Education
University of Michigan 2009 — 2013
Bachelor of Arts (BA), Economics
The Blake School 2005 — 2009
Hellman & Friedman July 2013 - Present
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
The Walt Disney Studios May 2009 - July 2009
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance and Accounting
Unilever June 2015 - August 2015
Alpha Phi Fraternity- Theta Chapter January 2014 - December 2014
Morgan Stanley July 2014 - August 2014
Grosse Pointe Club June 2012 - August 2013
Skills
Microsoft Word, Social Media, Leadership, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Social Networking, Event Planning, Teamwork, Research, Marketing, Time Management
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Top Tier Printing, LLC. September 2011 - August 2013
Pi Kappa Alpha - Beta Tau Chapter November 2011 - November 2012
Clipix.com May 2012 - August 2012
ABBE Laboratories, Inc. May 2011 - August 2011
Skills
Microsoft Word, Research, English, Analysis, Oral & Written..., Collaboration, PowerPoint, Microsoft Excel, Football
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA, Finance and Accounting, Junior
Morgan Stanley June 2014 - Present
Mesirow Financial June 2013 - August 2013
Skills
Microsoft Excel, Visual Basic, SQL, Data Mining, Data Analysis, Microsoft Office
Education
University of Michigan 2010 — 2014
BSE, Industrial and Operations Engineering
Pittsford Mendon High School 2006 — 2010
Morgan Stanley June 2015 - August 2015
Friendsy August 2014 - April 2015
Bloomberg Tradebook June 2014 - August 2014
Bloomberg LP June 2013 - August 2013
RA Cohan Commercial Real Estate February 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Sophomore
ETS June 2004 - November 2011
Morgan Stanley June 2001 - February 2004
PricewaterhouseCoopers September 1999 - June 2001
Skills
IT Audit, Internal Audit, Audit, Security, ACL, CISA, Internal Controls, COBIT, Information Security, Visio, PeopleSoft, CISSP, Information Technology, SharePoint, Auditing, Accounting, Risk Assessment
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1999
BBA, Finance, Computer Information Systems
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Bush Seyferth & Paige PLLC May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Data Analysis, Public Speaking, Financial Analysis, Financial Services
Education
University of Michigan 2010 — 2015
Bachelor’s Degree, Economics
Exchange SI, LLC 2013 - Present
BNP Paribas 2011 - 2013
Deutsche Bank 2005 - 2010
Citi 1996 - 2005
Morgan Stanley 1994 - 1996
University of Pennsylvania 1993 - 1994
Hambrecht & Quist 1989 - 1992
Skills
Equity Derivatives, Derivatives, Structured Products, Equities, Capital Markets, Equity Research, Alternative Investments, Options, Credit Derivatives, Fixed Income, Hedge Funds, Investment Banking, Financial Structuring, Bloomberg, Structured Finance, Sales
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (M.B.A.)
University of Michigan College of Literature, Science, and the Arts 1985 — 1989
Wunderlich Securities 2010 - Present
RBC Wealth Management 2009 - 2010
Ferris Baker Watts 2004 - 2009
Morgan Stanley 1997 - 2004
Dean Witter Reynolds Inc. February 1982 - February 1997
Skills
Retirement Planning, Foundations and..., Institutional Clients, Municipal Bonds, Variable Annuities, Series 7, Series 66, Mutual Funds, Wealth Management
Education
University of Michigan College of Literature, Science, and the Arts 1977 — 1981
Bachelor’s Degree, Economics
Goldman Sachs August 2015 - Present
University of Michigan Ross School of Business July 2015 - Present
Goldman Sachs June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Midtown Athletic Clubs May 2012 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Deerfield High School 2008 — 2012
K&G Insurance House & Basic Business Solutions July 2015 - Present
Tomorrow Solution Insurance TSI. January 2015 - Present
Broward County Public Schools July 2006 - March 2015
FitLab Boca Raton January 2011 - September 2014
Language and Leisure June 2007 - August 2009
NYC Department of Education July 2003 - June 2005
Morgan Stanley June 1998 - September 2000
Shimizu International Financial September 1997 - June 1998
Skills
Microsoft Excel, Event Management, PowerPoint, Teaching, Higher Education, Mediation, Public Speaking, Educational Leadership, Instructional Technology, Teacher Mentoring, Literacy, Tutoring, Strategic Planning, Curriculum Development, Marketing, Interdisciplinary..., Elementary Education, Instructional Design, Teacher Training, Microsoft Office, Classroom Management, Microsoft Word, Lesson Planning, K-12, Research, Management
Education
University of Michigan College of Literature, Science, and the Arts 1992 — 1996
Bachelor's degree, Japanese Language and Literature
Wells Fargo Securities July 2015 - Present
University of Michigan Ross School of Business September 2012 - May 2015
Morgan Stanley June 2014 - August 2014
Chrysler Group LLC May 2013 - August 2013
General Motors April 2012 - August 2012
Skills
Commercial Real Estate, Real Estate, Finance, CMBS, Automotive, Automotive Products, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Marketing, Analysis, Teamwork, Leadership, Research, Customer Service
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor’s Degree, Finance and Real Estate
J.P. Morgan February 2013 - Present
Merrill Edge September 2010 - February 2013
Morgan Stanley February 2009 - September 2010
Merrill Lynch February 2008 - February 2009
Education
University of Michigan-Dearborn 2003 — 2004
BBA, Finance
Saint Vincent
Uber August 2015 - Present
Cornerstone Research July 2013 - July 2015
Morgan Stanley June 2012 - August 2012
U.S. House of Representatives July 2011 - August 2011
Youngblood Capital Group, LLC June 2011 - July 2011
Law Offices of Glaser and Solomon May 2009 - August 2010
Skills
Business Analysis, Market Research, Microsoft Excel, Financial Modeling, Management, Finance, PowerPoint, Microsoft Office, Legal Research, Programming Languages, SAS programming, Stata, SQL, Data Analysis, Research
Education
University of Michigan 2009 — 2013
Bachelor of Arts with High Distinction, Economics, Environmental Studies, Political Science
Owings Mills High School 2006 — 2009
Morgan Stanley June 2012 - Present
Morgan Stanley June 2011 - August 2011
Centerbridge Partners June 2010 - August 2010
LinkedIn February 2010 - July 2010
The Baker Committee August 2009 - June 2010
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Finance, Accounting
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
RS Platou Markets June 2013 - August 2013
Scorpio Tankers Inc (STNG) May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Business Strategy, PowerPoint, Financial Modeling, Investments, Market Research, Financial Analysis, Analysis, Public Speaking, Economics
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Morgan Stanley June 2014 - Present
Morgan Stanley September 2013 - May 2014
Ross Portfolio Management September 2012 - May 2014
United States Soccer Federation April 2007 - January 2014
Morgan Stanley June 2013 - August 2013
Stephen M. Ross School of Business August 2012 - October 2012
University of Michigan Office of Business & Finance May 2012 - August 2012
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance & Accounting
Michigan State University Honors College 2010 — 2011
Huron Consulting Group May 2015 - Present
Morgan Stanley February 2013 - May 2015
Morgan Stanley June 2012 - August 2012
Toyota May 2011 - August 2011
Misco Products Corporation June 2010 - August 2010
Skills
Fundraising, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Research, Public Speaking, Social Media, Leadership, Microsoft Word, Event Planning, Analysis, Human Resources, Community Outreach
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Business Administration
Ricoh Americas Corporation June 2014 - Present
Ricoh Americas Corporation November 2011 - Present
IKON Office Solutions October 2010 - November 2011
IKON Office Solutions 2007 - October 2010
Robert Half International January 2005 - January 2007
Morgan Stanley September 2003 - January 2005
Skills
Microsoft Office, Salesforce.com, Outlook Express, Lotus Notes, Training, Recruiting, Team Building, Leadership, Sales, Customer Retention, Solution Selling, Marketing, Sales Operations, Management, Human Resources, Coaching, Forecasting, Selling, CRM, Networking, Professional Services, Cold Calling, Direct Sales
Education
University of Michigan-Dearborn 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Fordson High School 1997 — 2000
High School Diploma
Morgan Stanley June 2015 - Present
Morning Brew February 2015 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Bonds.com June 2012 - August 2012
Skills
Fixed Income, Electronic Trading, Bloomberg, FINRA, Valuation, Financial Modeling, Data Analysis, Finance, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Senior
Morgan Stanley August 2014 - Present
Morgan Stanley June 2011 - August 2014
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
DecoCandleS August 2001 - Present
SunTrust Bank 1998 - 2002
Morgan Stanley 1997 - 1998
Skills
Development of Private..., Customized Candles, Product Development
Education
University of Michigan-Dearborn 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
North America Immigration Law Group December 2012 - Present
University of Michigan Health System January 2012 - April 2012
Office of the Attorney General of the State of New York June 2011 - August 2011
Queens District Attorney's Office June 2010 - August 2010
U.S. Department of Justice August 2008 - July 2009
Morgan Stanley June 2007 - August 2007
BBDO August 2006 - December 2006
Goldman Sachs June 2006 - August 2006
Education
University of Michigan Law School 2009 — 2012
J.D.
University of Notre Dame 2004 — 2008
BA cum laude, Poltical Science, Economics
Sacred Heart Academy 2000 — 2004
High School
National Football League October 2013 - Present
Technology Crossover Ventures August 2011 - September 2013
Morgan Stanley July 2009 - July 2011
Skills
Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance and Accounting
Great Neck South High School
University of Michigan
Morgan Stanley June 2015 - Present
Sponsors for Educational Opportunity March 2015 - Present
UK Trade & Investment (UKTI) June 2014 - August 2014
Pilot Film & TV Productions Ltd. February 2014 - May 2014
EcoExploratorio November 2010 - January 2014
Banco Popular de Puerto Rico June 2010 - June 2010
Skills
Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, PowerPoint, Spanish, Research, Public Speaking, Event Planning, Bloomberg Terminal, English, Minitab, Legal Research, Public Relations, Leadership, Marketing Communications, Marketing, Customer Service
Education
New York University, Stern School of Business 2012 — 2016
Bachelor of Science (B.S.) in Business, Major: Business/Management and Finance; Minor: Business in Entertainment, Media, and Technology
Academia del Perpetuo Socorro 1999 — 2012
High School Diploma
University of Michigan - Stephen M. Ross School of Business 2011 — 2011
LEAD Summer Business Institute
Plante & Moran, PLLC January 2009 - Present
Comerica Bank February 2007 - January 2009
Chase Investment Services, Corp. August 2005 - January 2007
Morgan Stanley May 2004 - August 2005
Morgan Stanley April 2003 - May 2004
Skills
Financial Audits, Tax, Local Government Finance, Manufacturing, OMB Circular A-133, Management Consulting, Auditing, CPA, Management, Accounting, GAAP, US GAAP, Internal Controls, Assurance
Education
University of Michigan-Dearborn 2006 — 2009
MBA and MS - Finance
University of Michigan-Dearborn 2001 — 2004
Bachelor of Business Administration, Finance
Morgan Stanley March 2015 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Team Leadership, PowerPoint, Research, Social Media, Public Speaking, Data Analysis, Teamwork, Event Planning, Customer Service, Time Management, Photoshop, Marketing, SQL
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.)
Brophy College Prep 2006 — 2010
Morgan Stanley June 2015 - August 2015
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, Social Media, Social Networking, Public Speaking, Research, Leadership, PowerPoint, Time Management, Marketing, Event Planning, Facebook, Sales
Education
University of Michigan College of Literature, Science, and the Arts 2012 — 2016
Political Science and Government
Brother Rice High School 2008 — 2012
Investor Solutions, Inc. September 2008 - Present
Lincoln Financial Advisors November 2003 - November 2007
Morgan Stanley June 2002 - June 2003
H&R Block Financial Advisors June 1999 - June 2002
Skills
Wealth, Equities, Project Planning, Retirement Planning, Estate Planning, Strategic Financial..., Retirement, Portfolio Management, Wealth Management, Investments, Asset Managment, Investment Advisory, Financial Planners, Insurance, Investment Strategies
Education
John Marshall 2007 — 2008
Masters (MA), Tax Law
University of Michigan 1994 — 1998
Bachelor, Biology, History, and Political Science
Fifth Third Private Bank July 2008 - Present
National City Bank January 2007 - July 2008
UBS Wealth Management April 2005 - January 2007
Morgan Stanley May 2001 - April 2005
Skills
Commercial Lending, Credit, Wealth Management, Small Business Lending, Loans, Portfolio Management, Series 7, Retirement Planning, Strategic Financial..., Investments, Securities, Asset Management, Asset Allocation, Fixed Income, Mortgage Lending, Private Banking, Series 63, Series 65, Life Insurance, Series 24
Education
University of Michigan-Dearborn 2004 — 2009
Master of Business Administration (MBA)
University of Michigan-Dearborn 1997 — 2000
Bachelor of Business Administration (BBA), Finance
University of Michigan-Dearborn 1997 — 2000
Bachelor of Arts (BA), Psychology
Invesco 2010 - Present
Morgan Stanley (Van Kampen Investments) 2008 - 2010
Morgan Stanley 2006 - 2008
Merrill Lynch June 2005 - August 2005
Skills
Mutual Funds, ETFs, Series 63, Series 7, Investments, Asset Allocation, Investment Strategies, Securities, Asset Managment, Investment Management, Equities, Financial Modeling, Series 6, Financial Analysis, Capital Markets, Financial Markets, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Morgan Stanley May 2015 - August 2015
MedStar Health May 2014 - August 2014
Theta Chi Fraternity September 2012 - May 2014
Skills
Computer Science, Research, Management, Healthcare, Data Analysis, Teamwork, Nonprofits, Access, Sales, Community Outreach, Data Entry, English, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Leadership, Public Speaking
Education
University of Michigan 2012 — 2016
Bachelor of Science (B.S.), Economics
University of Michigan 2012 — 2016
Minor, Computer Science
Thomas S. Wootton High School 2008 — 2012
Piper Jaffray June 2015 - Present
Morgan Stanley June 2014 - August 2014
Twaweza East Africa March 2014 - May 2014
UnitedHealth Group September 2011 - July 2013
Dish Network June 2008 - September 2011
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Corporate Strategy
University of Wisconsin-Madison - School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Morgan Stanley November 2014 - Present
Fried Frank May 2006 - November 2014
Fried Frank June 2005 - August 2005
Prisoner Rights Project - Legal Aid Society June 2004 - August 2004
Skills
Securities Litigation, Commercial Litigation, Litigation, Securities Regulation, Legal Research, Civil Litigation, Legal Writing, Securities Offerings, Corporate Law, Class Actions, Appeals, Intellectual Property, Corporate Governance, White Collar Criminal..., Patent Litigation, Arbitration, Trade Secrets
Education
University of Michigan Law School 2003 — 2005
Doctor of Law (J.D.)
The University of Vermont 1999 — 2003
B.A. Magna Cum Laude, With Honors, History and Political Science
Ann Arbor Pioneer High School
Deutsche Bank January 2015 - Present
Deutsche Bank June 2014 - December 2014
Morgan Stanley June 2012 - May 2014
Morgan Stanley June 2011 - August 2011
Oppenheimer & Co. June 2010 - July 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Microsoft Word, Entrepreneurship, Research, Social Media, Business Strategy, Investments, Corporate Finance, Due Diligence, Capital IQ, Bloomberg Terminal, Equity Research, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley June 2011 - Present
Standard & Poor's June 2009 - August 2009
Standard & Poor's June 2008 - August 2008
Skills
Series 7, Series 63, Series 55, Series 3
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Concentration in Finance
Livingston High School 2003 — 2007
Google 2013 - Present
Google 2010 - 2013
Morgan Stanley 2008 - 2009
TransPerfect Translations 2007 - 2008
Solentive 2006 - 2006
Skills
Recruiting, College Recruiting, Program Management, Process Improvement, Internet Recruiting, Applicant Tracking..., International..., Event Management, Program Development, Student Outreach, Student Engagement, Project Management, Strategic Planning, Technical Recruiting, Talent Acquisition, Screening, Social Media, Strategy
Education
University of Michigan 2003 — 2007
Bachelor of Science, Movement Science
University of New South Wales 2006 — 2006
Optimal Group, Family Capital Management 2010 - Present
Credit Suisse 2008 - 2010
Lehman Brothers 2004 - 2008
Morgan Stanley 2002 - 2004
Goldman Sachs 1998 - 2002
Schroders & Co. 1997 - 1998
Grant Thornton LLP 1993 - 1997
Ernst & Young 1989 - 1993
Education
New York University - Leonard N. Stern School of Business
Masters of Business Administration, Double Major: Finance, Taxation
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration, Major: Accounting
Hercules Technology Growth Capital October 2013 - Present
Morgan Stanley September 2010 - April 2013
UBS Investment Bank July 2005 - August 2010
Intel Capital June 2004 - August 2004
Comdisco Ventures August 2000 - June 2003
SG Cowen July 1998 - August 2000
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance and Corporate Strategy
Vanderbilt University 1994 — 1998
BA, Economics
The Michigan Daily September 2011 - May 2015
Morgan Stanley February 2014 - August 2014
UBS July 2013 - July 2013
Infinity Equity Group June 2013 - June 2013
NYU Langone Medical Center June 2010 - May 2013
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Word, Public Speaking, Financial Modeling, Financial Analysis, Economics, Data Analysis
Education
NYU School of Medicine 2015 — 2019
Doctor of Medicine (MD)
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
BBA, Finance and Biochemistry, 3.94
Guggenheim Partners June 2015 - August 2015
Schroders June 2014 - August 2014
Nomura June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Analysis, Social Media Marketing, Speech Writing, Financial Analysis, Fundraising, Start-ups, Finance, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Ridge High School 2008 — 2012
TUDOR INVESTMENT CORPORATION June 2015 - August 2015
Morgan Stanley May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Leadership, Time Management, Teaching, Event Planning, Public Speaking, Social Media
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General, 4.043
LPL Financial September 2013 - Present
Morgan Stanley 2011 - 2013
Morgan Stanley 2010 - 2011
Morgan Stanley 2006 - 2010
Fisher Investments 2004 - 2006
Morgan Stanley 2001 - 2004
Morgan Stanley 1999 - 2001
Morgan Stanley 1993 - 1999
Shearman & Sterling 1990 - 1993
Education
University of Michigan Law School 1985 — 1988
JD, Law
University of Oregon 1978 — 1982
BA, English
J.P. Morgan June 2007 - Present
Morgan Stanley February 2007 - June 2007
UBS June 2004 - February 2007
Franklin Templeton Investments July 2000 - July 2002
Skills
Finance, Portfolio Management, Fixed Income, Securitization, Banking, Loans, ABS, Capital Markets, Investments, Securities, Financial Modeling
Education
University of Michigan 2002 — 2004
M.S., Quantitative Finance
University of Montana 1997 — 2000
B.A., Mathematics
GW&K Investment Management September 2014 - Present
GTP LLC (formerly Deutsche Asset Management) July 2008 - August 2014
Merrill Lynch 2005 - 2006
Morgan Stanley 1999 - 2005
Skills
Equity Research, Portfolio Management, Equity Valuation, Financial Analysis, Financial Modeling, Business Valuation, Credit Analysis, Fixed Income Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA
University of Scranton
Bachelor of Science (BS)
Towers Watson September 2011 - Present
Towers Watson April 2007 - September 2011
Ennis Knupp & Associates 2003 - March 2007
Morgan Stanley 2002 - 2003
Education
University of Michigan-Dearborn 1999 — 2003
HTG Capital Partners, LLC April 2013 - Present
Optionshop June 2012 - March 2013
Morgan Stanley December 2009 - May 2012
FactSet Research Systems June 2000 - December 2009
Skills
C++, Scala, Ruby, OO Software Development, Unix, Python, SQL, Software Development, Perl, Boost, Test Driven Development, Project Management, Product Development
Education
University of Michigan 1996 — 2000
Bachelor of Science (BS), Computer Engineering
Morgan Stanley August 2015 - Present
Bank of America May 2012 - August 2015
AIG August 2011 - May 2012
AIG Global Services April 2004 - September 2011
Greenwich Technology Partners January 1999 - April 2004
Skills
IT Strategy, Application Architecture, Application Lifecycle..., Service Delivery, IT Service Management, Infrastructure..., Solutions Design, IT Enabled Business..., Global Management, Banking, Insurance, Managed Services, Team Leadership, Identity Management, IT Operations, E-commerce, Program Management, Governance, Strategy, Enterprise Software, Vendor Management, Disaster Recovery, ITIL, Leadership, PMO, Professional Services, Risk Management, Outsourcing, Management, Data Center, Internet Banking, Command Centers, Infrastructure, Business Transformation
Education
New York Institute of Technology (NYIT) 2008 — 2010
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business
New Jersey Institute of Technology (NJIT)
BS
Cedar Realty Trust, Inc. October 2011 - Present
Morgan Stanley September 2008 - October 2011
Credit Suisse February 2007 - August 2008
PricewaterhouseCoopers August 2005 - February 2007
Skills
Asset Management, Valuation, Financial Modeling, Real Estate, Investments, Financial Analysis, Commercial Real Estate
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Finance and Accounting
Marlboro High School 1997 — 2001
Och-Ziff Capital Management August 2008 - Present
Morgan Stanley July 2006 - July 2008
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley 1987 - Present
Skills
CIMA, AIF, Wealth Management, Asset Allocation, Alternative Investments, Mutual Funds, Investment Advisory, Asset Management, Investment Strategies, Retirement Planning, Portfolio Management, Investment Management, Series 7, Series 63
Education
University of Michigan 1983 — 1987
Bachelor of Arts (BA), Economics
Columbus Circle Investors 2008 - 2010
Colonial Fund 2004 - 2008
Williamson McAree Investment Partners 2001 - 2004
Morgan Stanley 1996 - 1999
Guardian Industries 1992 - 1994
Lehman Brothers 1991 - 1992
Skills
Investments, Private Equity, Equity Research, Portfolio Management, Financial Modeling, Equities, Valuation, Hedge Funds, Capital Markets, Finance, Broadway Entertainment, Craft Liquors
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
Master of Business Administration, Finance and Corporate Strategy
Western Michigan University - Haworth College of Business 1987 — 1991
Bachelor of Business Administration, Finance and Political Science
Loan Management Solutions October 2009 - Present
Equibase Capital June 2008 - November 2009
BlackRock August 2006 - March 2008
Morgan Stanley August 2001 - July 2006
Skills
Underwriting, Real Estate, Investment Properties, Private Equity
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
University of Michigan 1994 — 1998
BA, Math and Economics
Eminence Capital September 2008 - Present
Morgan Stanley August 2007 - August 2008
Skills
Valuation, Hedge Funds, Financial Modeling, Bloomberg
Education
University of Michigan 2002 — 2007
JPMorgan Chase June 2013 - Present
Morgan Stanley February 2010 - June 2013
Skills
Trading Systems, Emerging Markets, Equity Research, Hedge Funds, Investment Banking, Fixed Income, Options, Private Equity, Recruiting, Capital Markets, Trading, Derivatives, Corporate Finance, Equities, Valuation, Risk Management, Asset Management, Electronic Trading, Portfolio Management, Financial Markets, Commodity, Investments, Bloomberg, Equity Derivatives, Financial Modeling, Alternative Investments
Education
University of Michigan 1998 — 2002
Scoria Capital February 2015 - Present
Morgan Stanley September 2007 - January 2015
CR Intrinsic Investors April 2013 - December 2013
PwC 2006 - 2007
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA
Neuberger Berman September 2014 - Present
Citadel LLC May 2009 - August 2014
Citadel Investment Group May 2008 - December 2008
Citadel Investment Group June 2007 - May 2008
Morgan Stanley January 2005 - March 2007
Kraft Foods October 2003 - January 2005
Skills
Recruiting
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA
Citibank April 2008 - Present
Carlton Hill Global Capital February 2006 - January 2008
Morgan Stanley September 1983 - July 2004
Education
University of Michigan - Stephen M. Ross School of Business 1979 — 1983
Cohen Milstein Sellers & Toll PLLC July 2014 - Present
Sullivan & Cromwell LLP October 2010 - July 2014
Morgan Stanley November 2013 - June 2014
Hon. Richard M. Berman USDJ September 2009 - August 2010
Weil Gotshal and Manges May 2008 - August 2008
Navigant Consulting July 2004 - July 2006
Skills
Contract Negotiation, Mergers & Acquisitions, Due Diligence, Corporate Governance, Corporate Law, Financial Analysis, Litigation, Commercial Litigation, Securities Litigation, Anti-corruption, Appellate Practice, Legal Writing, Cross-border...
Education
University of Pennsylvania Law School 2006 — 2009
JD
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance & Accounting
Morgan Stanley November 2014 - Present
Morgan Stanley January 2010 - October 2014
JP Morgan 1995 - 2008
Chemical Bank 1992 - 1995
Chemical Bank 1991 - 1992
Chemical Bank 1989 - 1991
Chemical Bank 1986 - 1988
Time Inc. 1981 - 1986
Skills
Credit Risk, Investment Banking, Structured Finance, Credit, Leveraged Finance, Management, Capital Markets, Portfolio Management, Corporate Finance
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Accounting
University of Michigan
BGS, English Literature
MHR Fund Management LLC July 2009 - Present
Owl Creek Asset Management September 2006 - July 2009
Morgan Stanley October 2005 - August 2006
Deutsche Bank June 2005 - September 2005
Skills
Special Situations, Value Investing, Hedge Funds, Investment Banking, Equities, Private Equity, Fundraising, Investor Relations, Marketing, Distressed Debt, Alternative Investments, Valuation, Equity Research
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Finance and Accounting
Pershing LLC February 2007 - Present
Morgan Stanley June 2001 - February 2006
Exodus Communications December 2000 - June 2001
AT&T June 1998 - December 2000
AT&T Wireless Services June 1996 - June 1998
Skills
Program Management, Project Management
Education
New York University, Stern School of Business 1998 — 2002
Master of Business Administration (M.B.A.)
University of Michigan College of Literature, Science, and the Arts 1992 — 1996
Bachelor's Degree
BlackRock June 2013 - Present
ARTIO GLOBAL September 2008 - May 2013
Morgan Stanley September 2005 - September 2008
The Bank of New York December 2000 - September 2005
KPMG September 1998 - December 2000
Skills
Financial Analysis, Financial Reporting, Corporate Development, Business Planning, Strategic Financial..., Financial Planning, Accounting, Business Strategy, Forecasting, Budgeting, Strategic Planning, Investor Relations, Asset Managment, IPO, Capital Budgeting, Mergers & Acquisitions, Due Diligence, Asset Management, Budgets, Finance, Financial Modeling, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance / Economics
University of Michigan - Stephen M. Ross School of Business 1994 — 1998
BBA, Finance and Accounting
Golub Capital December 2009 - Present
Morgan Stanley March 2000 - September 2008
JPMorgan Chase (fka First Chicago) February 1994 - March 2000
Price Waterhouse August 1979 - August 1982
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1975 — 1979
BBA, Accounting
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
LaSalle Investment Management December 2010 - June 2013
General Growth Properties September 2009 - December 2010
General Growth Properties May 2008 - August 2008
Skills
Due Diligence, Argus Modeling, Financial Modeling, Valuation, Real Estate, Cap Rates, Corporate Finance, Asset Management, Finance, Portfolio Management, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Real Estate
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
FactSet January 2014 - Present
FactSet July 2011 - December 2013
FactSet June 2009 - July 2011
Morgan Stanley July 2008 - March 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Corporate Finance, Business Analysis, Investments, Analytics, Data Analysis, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance and Accounting
Seaford Public Schools TreasurerWest Hempstead Public SchoolsDecember 2011 - Present
Morgan Stanley 1990 - 2004
Education
University of Michigan - Stephen M. Ross School of Business
Accounting
Yazaki North America June 2007 - October 2008
J&L Industrial Supply MSC Industrial Supply August 2005 - June 2007
J&L Industrial Supply August 2003 - September 2005
Visteon May 2002 - May 2003
Morgan Stanley January 2000 - April 2002
Education
Walsh College 2000 — 2003
Master Of Science, Finance
University of Michigan-Dearborn 1997 — 1999
BBA, Management
CEB November 2012 - Present
Business Monitor International 2009 - October 2012
Business Monitor International May 2009 - November 2010
Nexera Consulting 2008 - 2008
Morgan Stanley June 2007 - August 2007
Shevins Enterprises 2000 - 2007
Skills
New Business Development, Business Strategy, Marketing Strategy, Consultative Selling, Sales Management, Market Intelligence, Product Development, Account Management, Competitive Analysis, B2B, Strategic Planning, Negotiation, Emerging Markets, Start-ups, Industry Analysis, E-commerce, Lead Generation, Forecasting, International Sales, Global Business..., Country Risk Analysis, Business Intelligence, Mergers & Acquisitions, Business Development, Strategy
Education
University of Michigan - Stephen M. Ross School of Business
Bachelors in Business Administration, Marketing & Finance
Pipsnacks LLC March 2015 - Present
Marvin Traub Associates March 2013 - March 2015
Morgan Stanley August 2011 - March 2013
UBS Investment Bank July 2007 - July 2011
Skills
Valuation, Investment Banking, Equities, Private Equity, Financial Modeling, Capital Markets, Bloomberg, Fixed Income, Emerging Markets, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Accounting, Finance and Statistics
Trilantic Capital Partners July 2012 - Present
UBS Investment Bank August 2010 - July 2012
Guggenheim Partners November 2009 - August 2010
CSG Partners, LLC June 2009 - November 2009
Morgan Stanley June 2008 - August 2008
Stellar Management June 2007 - August 2007
Broadlawn Capital Partners, LLC June 2006 - August 2006
Skills
Trading, Equities, LBO, Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions, Capital Structure, Private Equity, Venture Capital, Leveraged Finance, Investment Management, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor, Business Administration; Finance
Wells Fargo Securities May 2015 - Present
Axis Capital February 2013 - May 2015
Swiss Re August 2008 - January 2013
Morgan Stanley June 2007 - August 2007
Skills
Financial Modeling, Finance, Capital Markets, Bloomberg, Financial Analysis, Insurance, Reinsurance, Underwriting, Risk Management, Valuation
Education
University of Michigan 2004 — 2008
Bachelor of Arts, Economics
Mallitz Investment Group May 2014 - Present
Metrica Investments July 2011 - July 2013
Cicerone Capital 2009 - July 2011
Saddle Point Partners 2004 - May 2009
Mark Asset Management 2002 - 2003
Sirius Satellite Radio 2001 - 2002
Morgan Stanley 1998 - 2000
Skills
Private Equity, Private Placements, Investments, Trading, Capital Markets, Securities, Emerging Markets, Special Situations, Equities, Institutional..., Fixed Income, Investment Banking, Hedge Funds, Real Estate Private..., Financial Advisory, Series 7, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1998
BBA, Finance and Accounting
MUFG Americas July 2013 - Present
The Boston Consulting Group August 2012 - August 2012
Morgan Stanley June 2012 - August 2012
Dream Incubator May 2012 - June 2012
Owens Corning March 2012 - April 2012
Nomura Securities March 2005 - July 2011
Citibank August 2004 - February 2005
Shinsei Bank April 2003 - July 2004
Skills
Derivatives, Valuation, Fixed Income, Capital Markets, Financial Analysis, Corporate Finance, Bloomberg, Business Strategy, Business Planning, Project Management, Management Accounting
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Waseda University 1999 — 2003
BA, Social Sciences
Credit Suisse July 2012 - Present
Credit Suisse January 2011 - July 2012
Credit Suisse August 2009 - January 2011
Nomura Securities September 2008 - August 2009
Lehman Brothers December 2006 - September 2008
Lehman Brothers June 2005 - December 2006
Morgan Stanley July 2001 - June 2005
Skills
Prime Brokerage, Electronic Trading, Trading Systems, Derivatives
Education
University of Michigan
BA, Economics
ZocDoc May 2015 - Present
ZocDoc August 2014 - May 2015
ZocDoc March 2014 - August 2014
Morgan Stanley July 2012 - February 2014
Morgan Stanley June 2011 - August 2011
1st Financial Bank USA October 2009 - July 2010
1st Financial Bank USA October 2007 - October 2009
1st Financial Bank USA October 2006 - October 2007
Hearst Magazines October 2004 - October 2006
RELIABLE ANALYSIS INC May 2003 - August 2003
Skills
Strategy, Forecasting, Negotiation, Financial Risk, Management Consulting, Valuation, Accounting, Financial Modeling, Due Diligence, Financial Analysis, Economics, Equity Research, Corporate Finance, Investments
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance, Graduated With Distinction - Top 10% of Class
University of Michigan College of Engineering 2000 — 2004
Bachelor of Science (B.S.), Materials Science and Engineering, Graduated Cum Laude
Amazon July 2015 - Present
Leo Burnett Arc Worldwide March 2014 - June 2015
Accenture October 2012 - March 2014
Michigan Sport Business Conference January 2011 - May 2012
Detroit Tigers January 2011 - August 2011
Palace Sports & Entertainment May 2010 - August 2010
Morgan Stanley June 2009 - July 2009
Skills
Marketing Analytics, Management Consulting, Consumer Insight, SAS, SQL, CRM, Media Strategy, Marketing Strategy, Data Analytics, Sports Marketing, Marketing Mix Modeling, Change Management, Retail, Non-profits, Market Research, Telecommunications, Wireless Mobility
Education
University of Michigan - School of Kinesiology 2008 — 2012
Bachelor of Arts (B.A.), Sport Management
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (BBA)
Shady Side Academy 2004 — 2008
High School Diploma
MFA Financial April 2015 - Present
Bank of America April 2013 - April 2015
Royal Bank of Scotland January 2012 - March 2013
Financial Services Consultant February 2011 - December 2011
Deutsche Bank June 2009 - February 2011
Deutsche Bank October 2007 - June 2009
Morgan Stanley July 1998 - October 2007
Nomura Securities 1994 - 1998
Bear Stearns 1991 - 1994
KPMG Peat Marwick 1985 - 1991
Skills
Product Control, MBS, Financial Accounting, Securitization, reit, Internal Audit, ABS, CMBS, Investment Banking, Valuation, Derivatives, Finance, Structured Products, Treasury, Credit, Financial Analysis, Rates, Equity Derivatives, Financial Modeling, Asset Management, Interest Rate..., Fixed Income, Trading, Securities, Hedge Funds, Capital Markets, Financial Reporting, Banking, Equities, Credit Derivatives, Private Equity, Loans, Asset Managment, Middle Office, Mergers & Acquisitions, REIT, Auditing, Mutual Funds
Education
New York University - Leonard N. Stern School of Business
MBA
University of Michigan - Stephen M. Ross School of Business
BBA
The Boston Consulting Group June 2015 - Present
University of Michigan Ross School of Business September 2014 - May 2015
The Boston Consulting Group June 2014 - August 2014
Michigan Engineering Consulting Club September 2012 - March 2014
Morgan Stanley June 2013 - August 2013
University of Michigan Solar Car Team January 2011 - January 2012
Education
University of Michigan - College of Engineering 2011 — 2015
Bachelor of Engineering (BEng), Aerospace, Aeronautical and Astronautical Engineering
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Strategy
Morgan Stanley 1995 - 2012
Merrill Lynch 1991 - 1995
Skills
Equity Swap and..., Pricing and Risk..., Extensive knowlege of...
Education
University of Michigan Business School
Bachelor of Business Administration (B.B.A.), International Finance, Graduated with Highest Distinction
Vitol B.V. June 2010 - Present
Morgan Stanley August 2001 - June 2010
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
Master of Business Administration (M.B.A.)
University of Wisconsin-Platteville 1988 — 1993
Bachelor's Degree
Nomura Securities September 2013 - Present
Morgan Stanley June 2012 - August 2012
Li & Fung Limited June 2011 - August 2011
Datapro, Inc. June 2010 - August 2010
Skills
Entrepreneurship, Financial Accounting, Corporate Finance, Capital IQ, Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Gulliver Preparatory School 2005 — 2009
Wells Fargo Advisors, LLC February 2012 - Present
Leonard & Company January 2008 - February 2012
Morgan Stanley March 1993 - December 2007
Education
University of Michigan-Dearborn 1989 — 1993
Bachelor's Degree, Accounting and Finance
Morgan Stanley June 2015 - Present
Ford Motor Company January 2015 - April 2015
Morgan Stanley June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Lawless and Mangione July 2012 - August 2012
Education
University of Michigan College of Engineering 2011 — 2015
Bachelor’s Degree, Industrial Engineering
Fox Lane High School 2007 — 2011
High School