Morgan Stanley

Industry: Investment banking company

Description

Morgan 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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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
Gene Todd Gene Todd Saint Louis, Missouri Details
Gene Todd's Morgan Stanley Experience 1995 - 2002
Job Managing Director Wealth Management at First Bank
Industry Banking
Experience
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)

Mitchell Shapiro Mitchell Shapiro Northbrook, Illinois Details
Mitchell Shapiro's Morgan Stanley Experience February 2014 - Present
Job Incoming Investment Banking Analyst at Rothschild
Industry Investment Management
Experience
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

Valdis Lenss Valdis Lenss Washington, District Of Columbia Details
Valdis Lenss's Morgan Stanley Experience March 2009 - July 2011
Job Principal at TDF Ventures
Industry Venture Capital & Private Equity
Experience
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

Annika Pathmanathan Annika Pathmanathan New York, New York Details
Annika Pathmanathan's Morgan Stanley Experience June 2012 - August 2012
Job Private Bank Analyst at J.P. Morgan
Industry Financial Services
Experience
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

Angel Shen Angel Shen Ann Arbor, Michigan Details
Angel Shen's Morgan Stanley Experience March 2013 - March 2013
Job Investment Management Analyst at Goldman Sachs
Industry Marketing and Advertising
Experience
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

Chris Graff Chris Graff San Francisco Bay Area Details
Chris Graff's Morgan Stanley Experience June 2007 - March 2009
Job Sequoia Capital Global Equities
Industry Investment Management
Experience
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

Ashish Vatsal Ashish Vatsal Portland, Oregon Details
Ashish Vatsal's Morgan Stanley Experience 2005 - 2006
Job Management consultant who bridges business strategy and execution
Industry Management Consulting
Experience
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

Alexandra Schrader Alexandra Schrader Chicago, Illinois Details
Alexandra Schrader's Morgan Stanley Experience September 2013 - December 2013
Job Consulting Analyst at Mercer
Industry Management Consulting
Experience
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)

Benjamin Meisel Benjamin Meisel Tenafly, New Jersey Details
Benjamin Meisel's Morgan Stanley Experience June 2015 - August 2015
Job Junior BBA Candidate at The Stephen M. Ross School of Business
Industry
Experience
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

Victor Arribas Victor Arribas New York, New York Details
Victor Arribas's Morgan Stanley Experience June 2015 - Present
Job Firm Strategy and Execution Analyst at Morgan Stanley
Industry Investment Banking
Experience
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

Justin Cook Justin Cook Greater Detroit Area Details
Justin Cook's Morgan Stanley Experience November 2002 - February 2005
Job Partner PwC M&A Advisory
Industry Management Consulting
Experience
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

Adam Schneiberg Adam Schneiberg San Francisco Bay Area Details
Adam Schneiberg's Morgan Stanley Experience September 2006 - November 2008
Job Director of Equity Research & Portfolio Manager at Jacobs & Company
Industry Investment Management
Experience
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

Samuel Nathan Samuel Nathan New York, New York Details
Samuel Nathan's Morgan Stanley Experience June 2004 - August 2004
Job Strategy and Commercialization Lead, DoubleClick Digital Marketing at Google
Industry Internet
Experience
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

Andrew Tsai Andrew Tsai Los Angeles, California Details
Andrew Tsai's Morgan Stanley Experience June 2006 - September 2006
Job VP of Sales & CoFounder at Drip Club
Industry Internet
Experience
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

Brandon McCann Brandon McCann Suffern, New York Details
Brandon McCann's Morgan Stanley Experience June 2015 - Present
Job Equity Capital Markets Summer Analyst at Morgan Stanley
Industry
Experience
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

Amanda Roth Amanda Roth New York, New York Details
Amanda Roth's Morgan Stanley Experience January 2015 - Present
Job Director, Campus Recruiting at Morgan Stanley
Industry Financial Services
Experience
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

G. Fred Hillger G. Fred Hillger Deerfield, Illinois Details
G. Fred Hillger's Morgan Stanley Experience March 1999 - January 2004
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Evan Bedil Evan Bedil Greater New York City Area Details
Evan Bedil's Morgan Stanley Experience 2003 - 2005
Job Healthcare Investor
Industry Biotechnology
Experience
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

Brian Nowak Brian Nowak Greater New York City Area Details
Brian Nowak's Morgan Stanley Experience January 2015 - Present
Job Executive Director at Morgan Stanley
Industry Internet
Experience
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

Courtney Kaita Courtney Kaita New York, New York Details
Courtney Kaita's Morgan Stanley Experience June 2014 - Present
Job Fixed Income Associate CLO Syndicate / Structuring at Morgan Stanley
Industry Financial Services
Experience
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

Abdelrahman (A.B.) Allam Abdelrahman (A.B.) Allam Chicago, Illinois Details
Abdelrahman (A.B.) Allam's Morgan Stanley Experience May 2014 - August 2014
Job Student at the University of Michigan
Industry Management Consulting
Experience
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

Sam Maurer-Hollaender Sam Maurer-Hollaender Ann Arbor, Michigan Details
Sam Maurer-Hollaender's Morgan Stanley Experience June 2014 - August 2014
Job Global Capital Markets Summer Analyst Acquisition Finance at Morgan Stanley
Industry Financial Services
Experience
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

Daniel Steinmetz Daniel Steinmetz Ann Arbor, Michigan Details
Daniel Steinmetz's Morgan Stanley Experience June 2015 - August 2015
Job Incoming Analyst at Morgan Stanley
Industry Financial Services
Experience
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

William Kreinik William Kreinik Greater New York City Area Details
William Kreinik's Morgan Stanley Experience June 2013 - August 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
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

Paul Wasinger Paul Wasinger New York, New York Details
Paul Wasinger's Morgan Stanley Experience June 2006 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
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

Jaclyn (Lichtman) Britchkow Jaclyn (Lichtman) Britchkow Greater New York City Area Details
Jaclyn (Lichtman) Britchkow's Morgan Stanley Experience April 2011 - April 2012
Job Vice President
Industry Financial Services
Experience
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

Fun Cheung Fun Cheung Forest Hills, New York Details
Fun Cheung's Morgan Stanley Experience August 2014 - Present
Job Senior Manager at Morgan Stanley
Industry Banking
Experience
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

Cara Cerullo Cara Cerullo Greater New York City Area Details
Cara Cerullo's Morgan Stanley Experience July 2002 - March 2006
Job Director of Operations at Humble Monkey LLC
Industry Information Technology and Services
Experience
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

Will Steenland Will Steenland New York, New York Details
Will Steenland's Morgan Stanley Experience June 2014 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
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

Adam Swiecicki Adam Swiecicki Greater New York City Area Details
Adam Swiecicki's Morgan Stanley Experience June 2011 - July 2013
Job Associate at Hellman & Friedman
Industry Investment Banking
Experience
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

Libby Griffith Libby Griffith Grosse Pointe, Michigan Details
Libby Griffith's Morgan Stanley Experience July 2014 - August 2014
Job Student at the University of Michigan Stephen M. Ross School of Business
Industry
Experience
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

Jake Behrman Jake Behrman New York, New York Details
Jake Behrman's Morgan Stanley Experience June 2014 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
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

Evan Stein Evan Stein San Francisco Bay Area Details
Evan Stein's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
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

Jake Cohan Jake Cohan Englishtown, New Jersey Details
Jake Cohan's Morgan Stanley Experience June 2015 - August 2015
Job Student at University of Michigan Ross School of Business
Industry Investment Banking
Experience
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

Stacey Zamkoff Stacey Zamkoff Greater New York City Area Details
Stacey Zamkoff's Morgan Stanley Experience June 2001 - February 2004
Job IT Audit Professional
Industry Accounting
Experience
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

Michael Petrillo Michael Petrillo New York, New York Details
Michael Petrillo's Morgan Stanley Experience June 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
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

David Paley David Paley Greater New York City Area Details
David Paley's Morgan Stanley Experience 1994 - 1996
Job Founder at Exchange SI, LLC
Industry Investment Banking
Experience
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

Tony Ruda Tony Ruda Greater Detroit Area Details
Tony Ruda's Morgan Stanley Experience 1997 - 2004
Job Senior Vice President, Financial Advisor at Wunderlich Securities
Industry Financial Services
Experience
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

Jeremy Jacobson Jeremy Jacobson Greater New York City Area Details
Jeremy Jacobson's Morgan Stanley Experience June 2014 - August 2014
Job Incoming Real Estate Analyst at Goldman Sachs
Industry Financial Services
Experience
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

Stephanie Rothman Stephanie Rothman Boca Raton, Florida Details
Stephanie Rothman's Morgan Stanley Experience June 1998 - September 2000
Job Payroll & Benefit Solutions at K&G / BBS
Industry Insurance
Experience
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

Joshua Bernard Joshua Bernard Birmingham, Michigan Details
Joshua Bernard's Morgan Stanley Experience June 2014 - August 2014
Job Analyst at Wells Fargo Securities
Industry Real Estate
Experience
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

Chadi Majed Chadi Majed Scottsdale, Arizona Details
Chadi Majed's Morgan Stanley Experience February 2009 - September 2010
Job J.P. Morgan Chase Private Client Advisor
Industry Financial Services
Experience
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

Rob Solomon Rob Solomon San Francisco Bay Area Details
Rob Solomon's Morgan Stanley Experience June 2012 - August 2012
Job Data Analyst at Uber
Industry Legal Services
Experience
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

Jared Jacobs Jared Jacobs New York, New York Details
Jared Jacobs's Morgan Stanley Experience June 2012 - Present
Job Investment Banking Analyst, Mergers & Acquisitions at Morgan Stanley
Industry Investment Banking
Experience
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

Benjamin Friedman Benjamin Friedman Ann Arbor, Michigan Details
Benjamin Friedman's Morgan Stanley Experience June 2015 - Present
Job Equity Research Junior Associate at Morgan Stanley
Industry Financial Services
Experience
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

Jim Kobus Jim Kobus Greater Detroit Area Details
Jim Kobus's Morgan Stanley Experience June 2014 - Present
Job Equity Research Junior Associate at Morgan Stanley
Industry Financial Services
Experience
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

Connie Zhou Connie Zhou Chicago, Illinois Details
Connie Zhou's Morgan Stanley Experience February 2013 - May 2015
Job Higher Education Consultant at Huron Consulting Group
Industry Management Consulting
Experience
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

Leena Assaf Leena Assaf Gilbert, Arizona Details
Leena Assaf's Morgan Stanley Experience September 2003 - January 2005
Job Regional Field Marketing Manager and Business Partner at Ricoh Americas Corporation
Industry Information Technology and Services
Experience
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

Alex Lieberman Alex Lieberman Livingston, New Jersey Details
Alex Lieberman's Morgan Stanley Experience June 2015 - Present
Job Agency MBS Trader at Morgan Stanley
Industry Financial Services
Experience
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

Jason Shilling Jason Shilling San Francisco Bay Area Details
Jason Shilling's Morgan Stanley Experience August 2014 - Present
Job Associate, Prime Brokerage, Capital Introductions at Morgan Stanley
Industry Financial Services
Experience
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

Karen Lawrence Karen Lawrence Miami/Fort Lauderdale Area Details
Karen Lawrence's Morgan Stanley Experience 1997 - 1998
Job Owner, DecoCandleS
Industry Consumer Goods
Experience
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

Mary Kate Church Mary Kate Church Greater Detroit Area Details
Mary Kate Church's Morgan Stanley Experience June 2007 - August 2007
Job Associate Attorney at North America Immigration Law Group
Industry Law Practice
Experience
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

Manpal Arora Manpal Arora Greater New York City Area Details
Manpal Arora's Morgan Stanley Experience July 2009 - July 2011
Job Corporate Development / NFL Strategic Investment Fund
Industry Entertainment
Experience
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

Andrea Monzón Andrea Monzón New York, New York Details
Andrea Monzón's Morgan Stanley Experience June 2015 - Present
Job Finance Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
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

Ali Hijazi Ali Hijazi Greater Detroit Area Details
Ali Hijazi's Morgan Stanley Experience May 2004 - August 2005
Job Assurance Associate at Plante & Moran, PLLC
Industry Accounting
Experience
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

John Wojciechowski John Wojciechowski Chicago, Illinois Details
John Wojciechowski's Morgan Stanley Experience March 2015 - Present
Job Incoming Fixed Income Analyst at Morgan Stanley
Industry Financial Services
Experience
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

Riley Kennedy Riley Kennedy Bloomfield Hills, Michigan Details
Riley Kennedy's Morgan Stanley Experience June 2015 - August 2015
Job Wealth Management Intern at Morgan Stanley
Industry
Experience
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

John Pitlosh CFP®, MST, CPWA®, CIMA® John Pitlosh CFP®, MST, CPWA®, CIMA® Miami/Fort Lauderdale Area Details
John Pitlosh CFP®, MST, CPWA®, CIMA®'s Morgan Stanley Experience June 2002 - June 2003
Job Financial Advisor at Investor Solutions, Inc.
Industry Financial Services
Experience
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

John Thibault, CFP® ChFC® John Thibault, CFP® ChFC® Greater Detroit Area Details
John Thibault, CFP® ChFC®'s Morgan Stanley Experience May 2001 - April 2005
Job Wealth Management Advisor Vice President
Industry Financial Services
Experience
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

Kathy Triyana Kathy Triyana San Antonio, Texas Area Details
Kathy Triyana's Morgan Stanley Experience 2006 - 2008
Job Sales Strategy Manager at Invesco
Industry Investment Management
Experience
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

Daniel Weinstein Daniel Weinstein Rockville, Maryland Details
Daniel Weinstein's Morgan Stanley Experience May 2015 - August 2015
Job Wealth Management Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
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

Laurence Lang, CPA Laurence Lang, CPA Minneapolis, Minnesota Details
Laurence Lang, CPA's Morgan Stanley Experience June 2014 - August 2014
Job Investment Banking Associate
Industry Investment Banking
Experience
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

Alex Korn Alex Korn New York, New York Details
Alex Korn's Morgan Stanley Experience November 2014 - Present
Job Vice President Regulatory Relations at Morgan Stanley
Industry Financial Services
Experience
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

Daniel Marcus Daniel Marcus New York, New York Details
Daniel Marcus's Morgan Stanley Experience June 2012 - May 2014
Job Associate at Deutsche Asset & Wealth Management
Industry Investment Management
Experience
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

Elizabeth Wetreich Elizabeth Wetreich New York, New York Details
Elizabeth Wetreich's Morgan Stanley Experience June 2011 - Present
Job Institutional Equity Sales and Trading Analyst at Morgan Stanley
Industry Financial Services
Experience
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

Stephanie Chan Stephanie Chan New York, New York Details
Stephanie Chan's Morgan Stanley Experience 2008 - 2009
Job Tech University Programs Specialist
Industry Human Resources
Experience
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

Natalie Riessen Natalie Riessen Greater New York City Area Details
Natalie Riessen's Morgan Stanley Experience 2002 - 2004
Job Optimal Group Family Capital Management
Industry Financial Services
Experience
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

Tony Pandjiris Tony Pandjiris San Francisco Bay Area Details
Tony Pandjiris's Morgan Stanley Experience September 2010 - April 2013
Job Managing Director at Hercules Technology Growth Capital
Industry Venture Capital & Private Equity
Experience
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

Eli Cahan Eli Cahan New York, New York Details
Eli Cahan's Morgan Stanley Experience February 2014 - August 2014
Job Medical Student at NYU School of Medicine
Industry Higher Education
Experience
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

Sam Klein Sam Klein Ann Arbor, Michigan Details
Sam Klein's Morgan Stanley Experience June 2012 - August 2012
Job Incoming Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
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

Eric Kuan Eric Kuan Manhasset, New York Details
Eric Kuan's Morgan Stanley Experience May 2014 - August 2014
Job Summer Analyst at TUDOR INVESTMENT CORPORATION
Industry Investment Banking
Experience
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

Michelle Oroschakoff Michelle Oroschakoff Greater San Diego Area Details
Michelle Oroschakoff's Morgan Stanley Experience 2011 - 2013
Job Chief Risk Officer at LPL Financial
Industry Financial Services
Experience
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

Mick Wiedrick Mick Wiedrick New York, New York Details
Mick Wiedrick's Morgan Stanley Experience February 2007 - June 2007
Job Executive Director ABS and CMBS Syndication J.P. Morgan
Industry Investment Banking
Experience
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

Karl Kyriss, CFA Karl Kyriss, CFA Boston, Massachusetts Details
Karl Kyriss, CFA's Morgan Stanley Experience 1999 - 2005
Job Equity Research Analyst at GW&K Investment Management
Industry Investment Management
Experience
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)

Justin Mier Justin Mier Greater Chicago Area Details
Justin Mier's Morgan Stanley Experience 2002 - 2003
Job Investment Consultant at Towers Watson
Industry Financial Services
Experience
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

Brian Rysiewski Brian Rysiewski Greater Chicago Area Details
Brian Rysiewski's Morgan Stanley Experience December 2009 - May 2012
Job Algorithmic Trading Engineer
Industry Computer Software
Experience
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

Al Ramos Al Ramos Greater New York City Area Details
Al Ramos's Morgan Stanley Experience August 2015 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Jennifer Ladman Bitterman Jennifer Ladman Bitterman Greater Chicago Area Details
Jennifer Ladman Bitterman's Morgan Stanley Experience September 2008 - October 2011
Job Head of Real Estate Asset Management
Industry Real Estate
Experience
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

Derek Rosenthal Derek Rosenthal Greater New York City Area Details
Derek Rosenthal's Morgan Stanley Experience July 2006 - July 2008
Job .
Industry Investment Management
Experience
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

Janet Nickel Janet Nickel Greater Chicago Area Details
Janet Nickel's Morgan Stanley Experience 1987 - Present
Job Managing Director Head of National Sales Consulting Group
Industry Financial Services
Experience
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

Bradford T. Adamczyk Bradford T. Adamczyk Greater Seattle Area Details
Bradford T. Adamczyk's Morgan Stanley Experience 1996 - 1999
Job Portfolio Manager, Public and Private Equity
Industry Investment Management
Experience
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

Katie Langer Katie Langer Greater Chicago Area Details
Katie Langer's Morgan Stanley Experience August 2001 - July 2006
Job Director at Loan Management Solutions
Industry Real Estate
Experience
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

Harpreet Rai Harpreet Rai Greater New York City Area Details
Harpreet Rai's Morgan Stanley Experience August 2007 - August 2008
Job PM at Eminence Capital
Industry Investment Management
Experience
Eminence Capital  September 2008 - Present
Morgan Stanley   August 2007 - August 2008

Skills
Valuation, Hedge Funds, Financial Modeling, Bloomberg

Education
University of Michigan   2002 — 2007

Daniel Karstofsky Daniel Karstofsky Greater New York City Area Details
Daniel Karstofsky's Morgan Stanley Experience February 2010 - June 2013
Job Vice President at JPMorgan Chase
Industry Staffing and Recruiting
Experience
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

Hayley Locker Hayley Locker Greater New York City Area Details
Hayley Locker's Morgan Stanley Experience September 2007 - January 2015
Job Senior Analyst at Scoria Capital
Industry Financial Services
Experience
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

Eiren (DeLong) Hendrie Eiren (DeLong) Hendrie Greater Chicago Area Details
Eiren (DeLong) Hendrie's Morgan Stanley Experience January 2005 - March 2007
Job HR Business Partner at Neuberger Berman (SPHR)
Industry Financial Services
Experience
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

Michael Lashendock Michael Lashendock Greater New York City Area Details
Michael Lashendock's Morgan Stanley Experience September 1983 - July 2004
Job Managing Director at Citibank
Industry Investment Management
Experience
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

Joshua Glickman Joshua Glickman Washington D.C. Metro Area Details
Joshua Glickman's Morgan Stanley Experience November 2013 - June 2014
Job Associate at Cohen Milstein Sellers & Toll PLLC
Industry Law Practice
Experience
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

Marian Schulman Marian Schulman Greater New York City Area Details
Marian Schulman's Morgan Stanley Experience November 2014 - Present
Job Global Head Credit Policy, Governance & Regulatory Relations at Morgan Stanley
Industry Banking
Experience
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

Kallie Steffes Kallie Steffes Greater New York City Area Details
Kallie Steffes's Morgan Stanley Experience October 2005 - August 2006
Job at MHR Fund Management LLC
Industry Investment Management
Experience
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

Ken Shatzer Ken Shatzer Greater New York City Area Details
Ken Shatzer's Morgan Stanley Experience June 2001 - February 2006
Job Vice President, Project Management Office at Pershing LLC
Industry Financial Services
Experience
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

Matthew Chodos Matthew Chodos Greater New York City Area Details
Matthew Chodos's Morgan Stanley Experience September 2005 - September 2008
Job Director FP&A BlackRock Alternatives and Institutional Client Business
Industry Financial Services
Experience
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

Christina Jamieson Christina Jamieson Greater Chicago Area Details
Christina Jamieson's Morgan Stanley Experience March 2000 - September 2008
Job Portfolio Manager at Golub Capital
Industry Financial Services
Experience
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

Adam Coleman Adam Coleman New York, New York Details
Adam Coleman's Morgan Stanley Experience August 2015 - Present
Job Associate Morgan Stanley
Industry Real Estate
Experience
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

Patrick Sinicropi, CFA Patrick Sinicropi, CFA Greater Chicago Area Details
Patrick Sinicropi, CFA's Morgan Stanley Experience July 2008 - March 2009
Job Product Manager (Venture Capital, Private Equity, M&A)
Industry Financial Services
Experience
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

Cristina Spinelli Cristina Spinelli Greater New York City Area Details
Cristina Spinelli's Morgan Stanley Experience 1990 - 2004
Job Internal Auditor at Seaford Public Schools
Industry Financial Services
Experience
Seaford Public Schools   TreasurerWest Hempstead Public SchoolsDecember 2011 - Present
Morgan Stanley   1990 - 2004

Education
University of Michigan - Stephen M. Ross School of Business
Accounting

Peter Goffas Peter Goffas Greater Detroit Area Details
Peter Goffas's Morgan Stanley Experience January 2000 - April 2002
Job Automotive Professional
Industry Automotive
Experience
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

Alexander S Suz Alexander S Suz Greater New York City Area Details
Alexander S Suz's Morgan Stanley Experience October 1985 - June 1999
Job Managing Partner at Sho Capital Management
Industry Investment Management
Experience
Sho Capital Management   July 1999 - Present
Morgan Stanley   October 1985 - June 1999
PARIBAS  May 1985 - September 1985
Citicorp  July 1983 - May 1985

Education
University of Michigan
MBA

Western Michigan University
BA, Political Science

Russell Shevins Russell Shevins Washington D.C. Metro Area Details
Russell Shevins's Morgan Stanley Experience June 2007 - August 2007
Job CEB Strategy and R&D Leadership Councils
Industry Management Consulting
Experience
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

Teresa Tsou Teresa Tsou New York, New York Details
Teresa Tsou's Morgan Stanley Experience August 2011 - March 2013
Job President at Pipsnacks (Pipcorn)
Industry Food & Beverages
Experience
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

Lee Nussbaum Lee Nussbaum New York, New York Details
Lee Nussbaum's Morgan Stanley Experience June 2008 - August 2008
Job Senior Associate at Trilantic Capital Partners
Industry Venture Capital & Private Equity
Experience
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

Rushabh Sheth Rushabh Sheth New York, New York Details
Rushabh Sheth's Morgan Stanley Experience June 2007 - August 2007
Job Associate at Wells Fargo Securities
Industry Financial Services
Experience
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

Tammer Fahmy Tammer Fahmy Greater New York City Area Details
Tammer Fahmy's Morgan Stanley Experience 1998 - 2000
Job Principal at Mallitz Investment Group
Industry Investment Management
Experience
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

Takehisa Kanayama Takehisa Kanayama New York, New York Details
Takehisa Kanayama's Morgan Stanley Experience June 2012 - August 2012
Job Vice President, Strategic Planning for Global Markets at MUFG Union Bank
Industry Financial Services
Experience
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

John Dabbs John Dabbs New York, New York Details
John Dabbs's Morgan Stanley Experience July 2001 - June 2005
Job US Head of Listed Derivatives and OTC Clearing
Industry Investment Banking
Experience
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

Jeremiah Driansky Jeremiah Driansky New York, New York Details
Jeremiah Driansky's Morgan Stanley Experience July 2012 - February 2014
Job Marketing Manager at ZocDoc
Industry Health, Wellness and Fitness
Experience
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

Stacey Mates Stacey Mates Seattle, Washington Details
Stacey Mates's Morgan Stanley Experience June 2009 - July 2009
Job Marketing Manager, Trade Books at Amazon
Industry Marketing and Advertising
Experience
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

Russell Jack Russell Jack Greater New York City Area Details
Russell Jack's Morgan Stanley Experience July 1998 - October 2007
Job First Vice President at MFA Financial
Industry Investment Banking
Experience
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

Gaurav Gidwani Gaurav Gidwani Ann Arbor, Michigan Details
Gaurav Gidwani's Morgan Stanley Experience June 2013 - August 2013
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
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

Kevin Nowlin Kevin Nowlin Mount Kisco, New York Details
Kevin Nowlin's Morgan Stanley Experience 1995 - 2012
Job Senior Marketing Executive and Product Manager
Industry Financial Services
Experience
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

Francis Brenner Francis Brenner Houston, Texas Details
Francis Brenner's Morgan Stanley Experience August 2001 - June 2010
Job Director of Investments at Vitol B.V.
Industry Oil & Energy
Experience
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

Nathan Nusbaum Nathan Nusbaum New York, New York Details
Nathan Nusbaum's Morgan Stanley Experience June 2012 - August 2012
Job Investment Banking Analyst at Nomura Securities
Industry Financial Services
Experience
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

David Aquilina David Aquilina Troy, Michigan Details
David Aquilina's Morgan Stanley Experience March 1993 - December 2007
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Josh Wollman Josh Wollman Bedford, New York Details
Josh Wollman's Morgan Stanley Experience June 2015 - Present
Job Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

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