Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Jeanine Reitter Jeanine Reitter's Morgan Stanley Experience October 1996 - May 2008
Job Human Resources Business Partner at Hamilton Lane
Industry Financial Services
Experience
Hamilton Lane February 2013 - Present
Self August 2011 - February 2013
Lincoln Financial Group May 2008 - August 2011
Morgan Stanley October 1996 - May 2008
Bloomberg 1994 - 1996
Skills
Succession Planning, Talent Acquisition, Talent Management, Generalist, College Recruiting, Recruitment/Retention, Performance Management, Interviewing, Talent Assessment, Personnel Management, Interviews, Human Resources, Recruiting, Leadership, Employee Relations
Education
Bloomsburg University of Pennsylvania 1992 — 1996
Bachelors, Psychology and Business
Hamilton Lane February 2013 - Present
Self August 2011 - February 2013
Lincoln Financial Group May 2008 - August 2011
Morgan Stanley October 1996 - May 2008
Bloomberg 1994 - 1996
Skills
Succession Planning, Talent Acquisition, Talent Management, Generalist, College Recruiting, Recruitment/Retention, Performance Management, Interviewing, Talent Assessment, Personnel Management, Interviews, Human Resources, Recruiting, Leadership, Employee Relations
Education
Bloomsburg University of Pennsylvania 1992 — 1996
Bachelors, Psychology and Business
Michael Gotto Michael Gotto's Morgan Stanley Experience August 2015 - Present
Job Trading Assistant Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley April 2015 - August 2015
Morgan Stanley October 2012 - April 2015
Wegmans Food Markets August 2005 - October 2012
Lafayette Ambassador Bank May 2011 - June 2011
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor's degree, Finance, 3.82 GPA
Morgan Stanley August 2015 - Present
Morgan Stanley April 2015 - August 2015
Morgan Stanley October 2012 - April 2015
Wegmans Food Markets August 2005 - October 2012
Lafayette Ambassador Bank May 2011 - June 2011
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor's degree, Finance, 3.82 GPA
Cengiz Dincoglu Cengiz Dincoglu's Morgan Stanley Experience March 2012 - Present
Job Consultant at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley March 2012 - Present
JP Morgan Securities Inc 2000 - March 2012
SALOMON SMITH BARNEY, Fund Management Systems August 1999 - July 2000
REUTERS INC June 1997 - August 1999
TRADING SYSTEMS CONSULTANTS INC February 1996 - June 1997
Garanti Bank May 1993 - August 1994
Skills
Sybase, Java, EMS, .NET, Equities, Equity Derivatives, R, FIX, Convertible Bonds, Microsoft SQL Server, Trading, VBA, Access Database, TIBCO, RFA, FX trading, High Frequency Trading, Order Management
Education
University of Central Florida - College of Business Administration 1994 — 1995
MBA, Finance
Boğaziçi University 1988 — 1993
BA, Business Administration
Morgan Stanley March 2012 - Present
JP Morgan Securities Inc 2000 - March 2012
SALOMON SMITH BARNEY, Fund Management Systems August 1999 - July 2000
REUTERS INC June 1997 - August 1999
TRADING SYSTEMS CONSULTANTS INC February 1996 - June 1997
Garanti Bank May 1993 - August 1994
Skills
Sybase, Java, EMS, .NET, Equities, Equity Derivatives, R, FIX, Convertible Bonds, Microsoft SQL Server, Trading, VBA, Access Database, TIBCO, RFA, FX trading, High Frequency Trading, Order Management
Education
University of Central Florida - College of Business Administration 1994 — 1995
MBA, Finance
Boğaziçi University 1988 — 1993
BA, Business Administration
Fadi Khuri's Morgan Stanley Experience July 2000 - October 2003
Job Risk Consulting Director at PwC specializing in Business Process Improvement, Risk and Compliance
Industry Management Consulting
Experience
PricewaterhouseCoopers LLP October 2003 - Present
Morgan Stanley July 2000 - October 2003
Skills
Risk Management, Enterprise Risk..., Business Process..., Program Management, Management, Governance, Management Consulting, Business Continuity, Financial Risk, Analytics, Business Process..., Mergers & Acquisitions, Crisis Management, Social Media, Lifesciences, Medical Devices, Business Continuity..., Process Improvement, Healthcare Compliance, Compliance Program..., Compliance Monitoring, Risk Governance, Conflict Minerals, Biotechnology, High Tech, Change Management, Business Transformation, Compliance Management, Strategy
Education
Boston College 1996 — 2000
Bachelor of Science, Operations Management and Strategic Management
EM Strasbourg Business School 1998 — 1999
Semester Abroad, Business
PricewaterhouseCoopers LLP October 2003 - Present
Morgan Stanley July 2000 - October 2003
Skills
Risk Management, Enterprise Risk..., Business Process..., Program Management, Management, Governance, Management Consulting, Business Continuity, Financial Risk, Analytics, Business Process..., Mergers & Acquisitions, Crisis Management, Social Media, Lifesciences, Medical Devices, Business Continuity..., Process Improvement, Healthcare Compliance, Compliance Program..., Compliance Monitoring, Risk Governance, Conflict Minerals, Biotechnology, High Tech, Change Management, Business Transformation, Compliance Management, Strategy
Education
Boston College 1996 — 2000
Bachelor of Science, Operations Management and Strategic Management
EM Strasbourg Business School 1998 — 1999
Semester Abroad, Business
Carlos Laureano Carlos Laureano's Morgan Stanley Experience August 2007 - June 2010
Job Administrative at PNC Wealth Management
Industry Financial Services
Experience
ANZ Banking Group February 2010 - May 2015
Morgan Stanley August 2007 - June 2010
Morgan Stanley February 2006 - June 2010
Morgan Stanley February 2006 - August 2007
HSBC Securities April 2003 - February 2006
Executive Corporate Staffing August 2002 - April 2003
Citibank NA October 1998 - February 2002
Skills
Spreadsheets, Microsoft Word, PowerPoint, Administrative..., Microsoft Excel
Education
Middlesex County College 2014 — 2016
NA, Business Administration
Borough of Manhattan Community College
ANZ Banking Group February 2010 - May 2015
Morgan Stanley August 2007 - June 2010
Morgan Stanley February 2006 - June 2010
Morgan Stanley February 2006 - August 2007
HSBC Securities April 2003 - February 2006
Executive Corporate Staffing August 2002 - April 2003
Citibank NA October 1998 - February 2002
Skills
Spreadsheets, Microsoft Word, PowerPoint, Administrative..., Microsoft Excel
Education
Middlesex County College 2014 — 2016
NA, Business Administration
Borough of Manhattan Community College
Conor Shattuck Conor Shattuck's Morgan Stanley Experience June 2010 - April 2011
Job Assistant Loan Specialist at UnitedAmerican Savings Bank
Industry Investment Banking
Experience
United-American Savings Bank April 2015 - Present
Duquesne University January 2013 - December 2014
IBERIABANK September 2012 - December 2012
JPMorgan Chase May 2011 - September 2011
Morgan Stanley June 2010 - April 2011
UBS January 2010 - May 2010
Wells Fargo April 2009 - August 2009
VICAT January 2007 - February 2007
Skills
Financial Analysis, Trading, Banking, Customer Service
Education
Duquesne University 2013 — 2014
Master of Business Administration (MBA)
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2014
Birmingham-Southern College
Bachelor of Science (BS), Business Administration and Management, General
United-American Savings Bank April 2015 - Present
Duquesne University January 2013 - December 2014
IBERIABANK September 2012 - December 2012
JPMorgan Chase May 2011 - September 2011
Morgan Stanley June 2010 - April 2011
UBS January 2010 - May 2010
Wells Fargo April 2009 - August 2009
VICAT January 2007 - February 2007
Skills
Financial Analysis, Trading, Banking, Customer Service
Education
Duquesne University 2013 — 2014
Master of Business Administration (MBA)
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2014
Birmingham-Southern College
Bachelor of Science (BS), Business Administration and Management, General
Jake Wheeler's Morgan Stanley Experience September 2000 - August 2004
Job Executive Creative Director
Industry Marketing and Advertising
Experience
la comunidad November 2014 - Present
Grey New York May 2014 - September 2014
SapientNitro 2011 - May 2014
Station Film June 2008 - March 2010
Southpaw NYC August 2006 - March 2010
Cliff Freeman & Partners July 2005 - July 2006
Morgan Stanley September 2000 - August 2004
Skills
Creative Direction, Film Direction, Digital Media, Interactive Advertising, Digital Strategy, Digital Production, Directing, User Experience, New Media, Mobile Marketing, Social Media Marketing, Copywriting, Email Marketing, Television, Entertainment, Interactive Marketing, Web Design, Online Marketing, Digital Marketing, Post Production, Creative Strategy, Comedy, Advertising, Strategic Partnerships, Direct Marketing, Content Strategy, Integrated Marketing, Broadcast, Online Advertising, Film, Art Direction, Brand Development, Corporate Branding, Commercials, Brand Architecture, Relationship Marketing
Education
Boston College 1995 — 1999
Bachelor of Arts (B.A.), Economics, Political Science
SLUH
la comunidad November 2014 - Present
Grey New York May 2014 - September 2014
SapientNitro 2011 - May 2014
Station Film June 2008 - March 2010
Southpaw NYC August 2006 - March 2010
Cliff Freeman & Partners July 2005 - July 2006
Morgan Stanley September 2000 - August 2004
Skills
Creative Direction, Film Direction, Digital Media, Interactive Advertising, Digital Strategy, Digital Production, Directing, User Experience, New Media, Mobile Marketing, Social Media Marketing, Copywriting, Email Marketing, Television, Entertainment, Interactive Marketing, Web Design, Online Marketing, Digital Marketing, Post Production, Creative Strategy, Comedy, Advertising, Strategic Partnerships, Direct Marketing, Content Strategy, Integrated Marketing, Broadcast, Online Advertising, Film, Art Direction, Brand Development, Corporate Branding, Commercials, Brand Architecture, Relationship Marketing
Education
Boston College 1995 — 1999
Bachelor of Arts (B.A.), Economics, Political Science
SLUH
Christopher Meehan's Morgan Stanley Experience November 2013 - Present
Job Director Legal & Compliance, AML Investigations Team Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Schneider Associates September 2012 - October 2013
Kings County District Attorneys Office March 2010 - August 2012
Office of US Senator Charles E. Schumer June 2008 - March 2010
Skills
Politics, Political Campaigns, Social Media, Public Policy, Public Speaking, Commercial Litigation, Leadership, Lexis, Civil Litigation, Research, Litigation, Trials, Legislative Relations, Criminal Defense, Hearings, Policy, Grassroots Organizing, Program Management, Public Affairs, Economic Development, Westlaw, Political Science, Criminal Law, Appeals, Courts, Legal Writing, Community Outreach, Legal Research, Legislation, Community Development, Hustle
Education
University of Notre Dame Law School 2005 — 2008
JD, Law
Boston College 2001 — 2005
BA, Political Science
Morgan Stanley November 2013 - Present
Schneider Associates September 2012 - October 2013
Kings County District Attorneys Office March 2010 - August 2012
Office of US Senator Charles E. Schumer June 2008 - March 2010
Skills
Politics, Political Campaigns, Social Media, Public Policy, Public Speaking, Commercial Litigation, Leadership, Lexis, Civil Litigation, Research, Litigation, Trials, Legislative Relations, Criminal Defense, Hearings, Policy, Grassroots Organizing, Program Management, Public Affairs, Economic Development, Westlaw, Political Science, Criminal Law, Appeals, Courts, Legal Writing, Community Outreach, Legal Research, Legislation, Community Development, Hustle
Education
University of Notre Dame Law School 2005 — 2008
JD, Law
Boston College 2001 — 2005
BA, Political Science
Anthony Jarrett Anthony Jarrett's Morgan Stanley Experience March 2011 - October 2012
Job Client Service Associate at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Wells Fargo October 2012 - August 2015
Morgan Stanley March 2011 - October 2012
Chase October 2007 - December 2009
Skills
Investments, Series 7, Equities, Financial Modeling, Securities, Portfolio Management, Fixed Income, Financial Analysis, Valuation, Asset Management, Mutual Funds, Capital Markets, Alternative Investments, Wealth Management, Series 63, Series 6, Life Insurance, Microsoft Word, Microsoft Excel, PowerPoint, Outlook
Education
Borough of Manhattan Community College 2001 — 2003
Associate of Arts (AA), Business Administration and Management, General
Vanguard August 2015 - Present
Wells Fargo October 2012 - August 2015
Morgan Stanley March 2011 - October 2012
Chase October 2007 - December 2009
Skills
Investments, Series 7, Equities, Financial Modeling, Securities, Portfolio Management, Fixed Income, Financial Analysis, Valuation, Asset Management, Mutual Funds, Capital Markets, Alternative Investments, Wealth Management, Series 63, Series 6, Life Insurance, Microsoft Word, Microsoft Excel, PowerPoint, Outlook
Education
Borough of Manhattan Community College 2001 — 2003
Associate of Arts (AA), Business Administration and Management, General
Cameron Simon's Morgan Stanley Experience June 2015 - August 2015
Job Undergraduate Student at Boston College
Industry Financial Services
Experience
New Vernon Volunteer Fire Department November 2011 - Present
Morgan Stanley June 2015 - August 2015
UBS Institutional Equities Group/Wealth Management June 2014 - August 2014
NJ Car Care Company May 2011 - August 2013
Gagnon Securities June 2013 - July 2013
Boston College Investment Club September 2012 - January 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Research, Leadership, Microsoft Office, Social Networking, Budgets, Sales, Market Research, Fundraising, Data Analysis
Education
Boston College 2012 — 2016
Bachelor of Science (BS), Finance and Pre-Law Program, Junior
The London School of Economics and Political Science (LSE) 2013 — 2013
Summer Program, Organizational Behavior Studies, Summer Abroad Program
Delbarton School 2008 — 2012
High School Diploma, General Studies, Ninth to Twelfth
Stanford University 2010 — 2010
High School Summer Program, Number Theory, Summer Program for Gifted Youth
Peck School 1999 — 2008
New Vernon Volunteer Fire Department November 2011 - Present
Morgan Stanley June 2015 - August 2015
UBS Institutional Equities Group/Wealth Management June 2014 - August 2014
NJ Car Care Company May 2011 - August 2013
Gagnon Securities June 2013 - July 2013
Boston College Investment Club September 2012 - January 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Research, Leadership, Microsoft Office, Social Networking, Budgets, Sales, Market Research, Fundraising, Data Analysis
Education
Boston College 2012 — 2016
Bachelor of Science (BS), Finance and Pre-Law Program, Junior
The London School of Economics and Political Science (LSE) 2013 — 2013
Summer Program, Organizational Behavior Studies, Summer Abroad Program
Delbarton School 2008 — 2012
High School Diploma, General Studies, Ninth to Twelfth
Stanford University 2010 — 2010
High School Summer Program, Number Theory, Summer Program for Gifted Youth
Peck School 1999 — 2008
Randy Grant Randy Grant's Morgan Stanley Experience February 2012 - Present
Job Manager of Investment Company Processing at INVeSHARE, Inc.
Industry Investment Banking
Experience
INVeSHARE, Inc. March 2015 - Present
Morgan Stanley February 2012 - Present
Credit Suisse January 2008 - April 2011
Merrill Lynch April 2007 - January 2008
Mellon Investor Services March 2004 - January 2006
Institutional Shareholder Services August 1999 - November 2001
Oppenheimer Capital November 1993 - August 1999
U.S. Trust Company of NY 1988 - 1993
Skills
Corporate Actions, Securities, Equities, Middle Office, Fixed Income, Bloomberg, Asset Managment, Capital Markets, Investment Banking, Portfolio Management, Risk Management, Financial Analysis, Settlement, Financial Services, Back Office, Hedge Funds, Investments, AML, Bloomberg Terminal, Series 7, Mergers & Acquisitions, Financial Markets, Financial Modeling, Derivatives, Securities Lending, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2010
BUSINESS MANAGEMENT
Borough of Manhattan Community College 1989 — 1991
AAS, Business mANAGEMENT
INVeSHARE, Inc. March 2015 - Present
Morgan Stanley February 2012 - Present
Credit Suisse January 2008 - April 2011
Merrill Lynch April 2007 - January 2008
Mellon Investor Services March 2004 - January 2006
Institutional Shareholder Services August 1999 - November 2001
Oppenheimer Capital November 1993 - August 1999
U.S. Trust Company of NY 1988 - 1993
Skills
Corporate Actions, Securities, Equities, Middle Office, Fixed Income, Bloomberg, Asset Managment, Capital Markets, Investment Banking, Portfolio Management, Risk Management, Financial Analysis, Settlement, Financial Services, Back Office, Hedge Funds, Investments, AML, Bloomberg Terminal, Series 7, Mergers & Acquisitions, Financial Markets, Financial Modeling, Derivatives, Securities Lending, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2010
BUSINESS MANAGEMENT
Borough of Manhattan Community College 1989 — 1991
AAS, Business mANAGEMENT
Joseph Irineo Joseph Irineo's Morgan Stanley Experience November 2012 - Present
Job Vice President Equity Sales (Asia) at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2012 - Present
Skills
Financial Planning, Business Strategy, Pro-forma Analysis, Oral Presentation Skills, Financial Analysis, Project Management, Cash Flow Reporting, Fair Value, Corporate Finance, Strategic Financial..., SEC Financial Reporting
Education
Cornell University - Johnson Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
Boston College
B.S., Finance & Accounting
Morgan Stanley November 2012 - Present
Skills
Financial Planning, Business Strategy, Pro-forma Analysis, Oral Presentation Skills, Financial Analysis, Project Management, Cash Flow Reporting, Fair Value, Corporate Finance, Strategic Financial..., SEC Financial Reporting
Education
Cornell University - Johnson Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
Boston College
B.S., Finance & Accounting
Clarice Lyons-Davidson's Morgan Stanley Experience 1995 - 2012
Job Vice President Marketing at Infrastructure Engineering, Inc.
Industry Civil Engineering
Experience
Infrastructure Engineering, Inc. May 2013 - Present
LD Direct Consulting June 2012 - May 2013
Morgan Stanley 1995 - 2012
Citi 1990 - 1995
Aetna 1985 - 1990
Skills
Marketing Strategy, Marketing Communications, Corporate Communications, Internal Communications, Web Content, Corporate Branding, Brand Management, Product Marketing, Direct Mail, Marketing Management, Marketing Research, Sales Promotion, eCommunications, Integrated Marketing, Conference Coordination, Employee Recognition, Leadership, Digital Marketing, Sales, Direct Marketing, Budgets, Marketing, Analysis, Strategy, Product Development, Management, Social Media, Social Media Marketing
Education
Graduate School, Dominican University
MBA and MLIS
J. L. Kellogg Graduate School of Management, Northwestern University 1985 — 1987
Boston College
BA
Infrastructure Engineering, Inc. May 2013 - Present
LD Direct Consulting June 2012 - May 2013
Morgan Stanley 1995 - 2012
Citi 1990 - 1995
Aetna 1985 - 1990
Skills
Marketing Strategy, Marketing Communications, Corporate Communications, Internal Communications, Web Content, Corporate Branding, Brand Management, Product Marketing, Direct Mail, Marketing Management, Marketing Research, Sales Promotion, eCommunications, Integrated Marketing, Conference Coordination, Employee Recognition, Leadership, Digital Marketing, Sales, Direct Marketing, Budgets, Marketing, Analysis, Strategy, Product Development, Management, Social Media, Social Media Marketing
Education
Graduate School, Dominican University
MBA and MLIS
J. L. Kellogg Graduate School of Management, Northwestern University 1985 — 1987
Boston College
BA
Yin Ho Yin Ho's Morgan Stanley Experience April 2009 - April 2010
Job
Industry Design
Experience
Tiger Strikes Asteroid (TSA) Gallery NY January 2013 - Present
Bloomberg LP June 2013 - September 2015
School of Visual Arts & NYU November 2011 - September 2015
Development and Design September 2010 - April 2014
New York University January 2013 - June 2013
SUNY, Purchase College January 2013 - June 2013
Temboo, Inc. April 2012 - January 2013
New Museum of Contemporary Art January 2012 - December 2012
Morgan Stanley April 2009 - April 2010
Sothebys April 2008 - February 2009
Skills
Fine Art, Editorial, Writing, Instructional Design, Content Development, Technical Writing, Information Architecture, User Experience, Interaction Design, Copywriting, Copy Editing, Video Editing, Music, Instructor-led Training, Visual Communication, Technical Documentation, Website Development, Web Interface Design, Online Communications, User Research, User Scenarios, New Media, Graphic Design, User Experience Design, Photography, Web Development
Education
NYU Tisch School of the Arts 2009 — 2011
MPS, Interactive Telecommunications (ITP)
Birmingham-Southern College
BA, BS, cum laude, Philosophy, Economics; minor in Music
London School of Economics and Political Science
MSc with Merit, Political Economy
Tiger Strikes Asteroid (TSA) Gallery NY January 2013 - Present
Bloomberg LP June 2013 - September 2015
School of Visual Arts & NYU November 2011 - September 2015
Development and Design September 2010 - April 2014
New York University January 2013 - June 2013
SUNY, Purchase College January 2013 - June 2013
Temboo, Inc. April 2012 - January 2013
New Museum of Contemporary Art January 2012 - December 2012
Morgan Stanley April 2009 - April 2010
Sothebys April 2008 - February 2009
Skills
Fine Art, Editorial, Writing, Instructional Design, Content Development, Technical Writing, Information Architecture, User Experience, Interaction Design, Copywriting, Copy Editing, Video Editing, Music, Instructor-led Training, Visual Communication, Technical Documentation, Website Development, Web Interface Design, Online Communications, User Research, User Scenarios, New Media, Graphic Design, User Experience Design, Photography, Web Development
Education
NYU Tisch School of the Arts 2009 — 2011
MPS, Interactive Telecommunications (ITP)
Birmingham-Southern College
BA, BS, cum laude, Philosophy, Economics; minor in Music
London School of Economics and Political Science
MSc with Merit, Political Economy
Brian Kutsmeda Brian Kutsmeda's Morgan Stanley Experience December 2007 - January 2013
Job Managing Director Investments, Complex Manager at Oppenheimer & Co. Inc.
Industry Investment Management
Experience
Oppenheimer & Co. Inc. February 2014 - Present
J.P. Morgan January 2013 - February 2014
Morgan Stanley December 2007 - January 2013
Stifel Financial Corp June 2004 - December 2007
Prudential Securities February 1998 - June 2004
Merrill Lynch August 1993 - March 1998
Education
Bloomsburg University of Pennsylvania 1987 — 1991
Bachelor of Arts, Economics and Computer Science
Oppenheimer & Co. Inc. February 2014 - Present
J.P. Morgan January 2013 - February 2014
Morgan Stanley December 2007 - January 2013
Stifel Financial Corp June 2004 - December 2007
Prudential Securities February 1998 - June 2004
Merrill Lynch August 1993 - March 1998
Education
Bloomsburg University of Pennsylvania 1987 — 1991
Bachelor of Arts, Economics and Computer Science
Alain Pankopf's Morgan Stanley Experience June 2012 - August 2012
Job Student at Boston College
Industry Financial Services
Experience
Rockville Volunteer Fire Department, Inc. July 2010 - Present
Morgan Stanley June 2012 - August 2012
Southeastern Hockey Officials Association October 2008 - November 2010
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Istituto Dante Alighieri (Parma, Italy) 2013 — 2013
Study Abroad Experience
Winston Churchill High School 2007 — 2011
High School
Rockville Volunteer Fire Department, Inc. July 2010 - Present
Morgan Stanley June 2012 - August 2012
Southeastern Hockey Officials Association October 2008 - November 2010
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Istituto Dante Alighieri (Parma, Italy) 2013 — 2013
Study Abroad Experience
Winston Churchill High School 2007 — 2011
High School
Maria Klioutcheva, CFA Maria Klioutcheva, CFA's Morgan Stanley Experience June 2012 - January 2013
Job Associate Analyst Stifel Equity Research
Industry Research
Experience
Stifel Financial Corp. February 2015 - Present
Bermuda Investment Advisory Services Limited June 2014 - January 2015
VisualDoD, LLC April 2013 - May 2014
Morgan Stanley June 2012 - January 2013
Federal Reserve Board October 2009 - June 2012
Federal Reserve Board January 2006 - September 2009
Lincoln Financial Advisors August 2005 - December 2005
Morgan Stanley 2002 - 2002
Skills
Capital Markets, Banking, Research, Financial Analysis, Investor Relations, Writing, Financial Statement..., Equity Valuation, Economic Policy, Monetary Policy, Systemic Risk, Bloomberg Terminal, Modeling, International Economics, Financial Markets, Economics, Networking, Analysis, Portfolio Management, Project Management, Credit Risk, Equity Research, Hedge Funds, Macroeconomics, Options, Investments, Bloomberg, Fixed Income, Series 7, French, Financial Modeling, Derivatives, Asset Management, Asset Allocation, Investment Strategies, Wealth Management, Investment Management
Education
The George Washington University - School of Business 2007 — 2009
Master of Science in Finance, Finance
The George Washington University 2001 — 2005
Bachelor of Arts, International Affairs, Economics, Business Administration
Institut d'Etudes politiques de Paris 2003 — 2003
Blekinge Institute of Technology 2010 — 2010
Distance Learning Course, Introduction to Strategic Sustainable Development
Middlebury College 2002 — 2002
French Immersion Program
Stifel Financial Corp. February 2015 - Present
Bermuda Investment Advisory Services Limited June 2014 - January 2015
VisualDoD, LLC April 2013 - May 2014
Morgan Stanley June 2012 - January 2013
Federal Reserve Board October 2009 - June 2012
Federal Reserve Board January 2006 - September 2009
Lincoln Financial Advisors August 2005 - December 2005
Morgan Stanley 2002 - 2002
Skills
Capital Markets, Banking, Research, Financial Analysis, Investor Relations, Writing, Financial Statement..., Equity Valuation, Economic Policy, Monetary Policy, Systemic Risk, Bloomberg Terminal, Modeling, International Economics, Financial Markets, Economics, Networking, Analysis, Portfolio Management, Project Management, Credit Risk, Equity Research, Hedge Funds, Macroeconomics, Options, Investments, Bloomberg, Fixed Income, Series 7, French, Financial Modeling, Derivatives, Asset Management, Asset Allocation, Investment Strategies, Wealth Management, Investment Management
Education
The George Washington University - School of Business 2007 — 2009
Master of Science in Finance, Finance
The George Washington University 2001 — 2005
Bachelor of Arts, International Affairs, Economics, Business Administration
Institut d'Etudes politiques de Paris 2003 — 2003
Blekinge Institute of Technology 2010 — 2010
Distance Learning Course, Introduction to Strategic Sustainable Development
Middlebury College 2002 — 2002
French Immersion Program
Phebe (Apgar) Williams Phebe (Apgar) Williams's Morgan Stanley Experience 2002 - 2006
Job Senior Designer at Heather Hilliard Design
Industry Design
Experience
Heather Hilliard Design December 2013 - Present
Phebe Williams Interior Design 2009 - Present
Sean Johnson Interior Decoration 2006 - 2009
Morgan Stanley 2002 - 2006
Lehman Brothers 2000 - 2002
Skills
Interior Design, Space-planning, Furniture, Interior Architecture, AutoCAD, Furnishings, Rendering, Adobe Creative Suite, Architecture, Revit, Sustainable Design, Project Management, Flooring, Budgets, Home Staging, Textiles, Lighting, InDesign, Upholstery, Renovation, Concept Development, Space planning, Residential Homes, Architectural Design, Space Planning
Education
Boston Architectural College 2009 — 2013
Master of Arts (M.A.), Interior Architecture
Academy of Art University 2011 — 2012
Interior Architecture
Massachusetts College of Art 2011 — 2011
Interior Design (Furniture Design Intensive)
Parsons School of Design 2006 — 2008
Certificate, Interior Design
Princeton University 1996 — 2000
Bachelor of Arts, International Affairs and Economic Policy
Heather Hilliard Design December 2013 - Present
Phebe Williams Interior Design 2009 - Present
Sean Johnson Interior Decoration 2006 - 2009
Morgan Stanley 2002 - 2006
Lehman Brothers 2000 - 2002
Skills
Interior Design, Space-planning, Furniture, Interior Architecture, AutoCAD, Furnishings, Rendering, Adobe Creative Suite, Architecture, Revit, Sustainable Design, Project Management, Flooring, Budgets, Home Staging, Textiles, Lighting, InDesign, Upholstery, Renovation, Concept Development, Space planning, Residential Homes, Architectural Design, Space Planning
Education
Boston Architectural College 2009 — 2013
Master of Arts (M.A.), Interior Architecture
Academy of Art University 2011 — 2012
Interior Architecture
Massachusetts College of Art 2011 — 2011
Interior Design (Furniture Design Intensive)
Parsons School of Design 2006 — 2008
Certificate, Interior Design
Princeton University 1996 — 2000
Bachelor of Arts, International Affairs and Economic Policy
Raman Madan's Morgan Stanley Experience July 2010 - Present
Job Vice President at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley July 2010 - Present
Headstrong UK Ltd /Morgan Stanley May 2004 - July 2010
HeadStrong/Morgan Stanley 2004 - September 2007
Genpact Headstrong Capital Markets / Morgan Stanley 2004 - 2007
HCL Technologies June 2002 - May 2004
HCL Technologies June 2002 - May 2004
Intelligent Information Systems 1999 - 2002
Skills
Enterprise Architecture, SOA, Solution Architecture, SDLC, Software Project..., IT Strategy, Application Architecture, Data Warehousing, Sybase, Requirements Analysis, Data Modeling, Business Analysis, PMO, Project Portfolio..., Vendor Management, Requirements Gathering, Project Delivery, Pre-sales, Business Intelligence, Global Delivery, Management, Oracle, Leadership, Integration, Information Technology
Education
Birla Institute of Technology and Science 2000 — 2002
Master of Science, Computer technology
T.K.I.E.T, Warananagar 1994 — 1998
B.E., Electonics
Morgan Stanley July 2010 - Present
Headstrong UK Ltd /Morgan Stanley May 2004 - July 2010
HeadStrong/Morgan Stanley 2004 - September 2007
Genpact Headstrong Capital Markets / Morgan Stanley 2004 - 2007
HCL Technologies June 2002 - May 2004
HCL Technologies June 2002 - May 2004
Intelligent Information Systems 1999 - 2002
Skills
Enterprise Architecture, SOA, Solution Architecture, SDLC, Software Project..., IT Strategy, Application Architecture, Data Warehousing, Sybase, Requirements Analysis, Data Modeling, Business Analysis, PMO, Project Portfolio..., Vendor Management, Requirements Gathering, Project Delivery, Pre-sales, Business Intelligence, Global Delivery, Management, Oracle, Leadership, Integration, Information Technology
Education
Birla Institute of Technology and Science 2000 — 2002
Master of Science, Computer technology
T.K.I.E.T, Warananagar 1994 — 1998
B.E., Electonics
John T. Thomas John T. Thomas's Morgan Stanley Experience January 1995 - Present
Job First Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley January 1995 - Present
Education
Boise State University 1988 — 1995
Bishop Kelly High School
Morgan Stanley January 1995 - Present
Education
Boise State University 1988 — 1995
Bishop Kelly High School
Sarath Nanduru Sarath Nanduru's Morgan Stanley Experience December 2007 - September 2012
Job Managing Consultant
Industry Investment Banking
Experience
Wipro Technologies June 2005 - Present
Credit Suisse September 2012 - April 2014
Morgan Stanley December 2007 - September 2012
HCL Technologies June 2003 - June 2005
Thinksoft 2002 - 2004
strabus software solutions 2000 - 2003
Skills
Equities, IT Strategy, Investment Banking, Vendor Management, Bonds, CRM, Trading, Requirements Analysis, Business Development, Business Analysis, Financial Analysis
Education
Birla Institute of Technology and Science
Major in Finance
Wipro Technologies June 2005 - Present
Credit Suisse September 2012 - April 2014
Morgan Stanley December 2007 - September 2012
HCL Technologies June 2003 - June 2005
Thinksoft 2002 - 2004
strabus software solutions 2000 - 2003
Skills
Equities, IT Strategy, Investment Banking, Vendor Management, Bonds, CRM, Trading, Requirements Analysis, Business Development, Business Analysis, Financial Analysis
Education
Birla Institute of Technology and Science
Major in Finance
Ian Ally Ian Ally's Morgan Stanley Experience 1999 - 2000
Job KYC/AML Business Analyst at JPMorgan Chase
Industry Real Estate
Experience
JPMorgan Chase November 2013 - Present
Century 21 - Milestone Realty July 2009 - November 2013
MORGAN STANLEY & CO. LLC New York, NY January 2007 - February 2009
MORGAN STANLEY & CO. LLC New York, NY April 2005 - February 2007
MORGAN STANLEY & CO. LLC New York, NY September 1999 - April 2005
Morgan Stanley 1999 - 2000
Weilgus & Sons – New York City, NY June 1987 - September 1999
Education
Bernard M. Baruch College 1996 — 2000
B.B.A, Computer Information Systems
Borough of Manhattan Community College 1994 — 1996
A.A.S, Computer Programming
JPMorgan Chase November 2013 - Present
Century 21 - Milestone Realty July 2009 - November 2013
MORGAN STANLEY & CO. LLC New York, NY January 2007 - February 2009
MORGAN STANLEY & CO. LLC New York, NY April 2005 - February 2007
MORGAN STANLEY & CO. LLC New York, NY September 1999 - April 2005
Morgan Stanley 1999 - 2000
Weilgus & Sons – New York City, NY June 1987 - September 1999
Education
Bernard M. Baruch College 1996 — 2000
B.B.A, Computer Information Systems
Borough of Manhattan Community College 1994 — 1996
A.A.S, Computer Programming
Judith Bryan Judith Bryan's Morgan Stanley Experience April 2007 - February 2008
Job Administrative, Office Assistant/ Accounting Clerk
Industry Accounting
Experience
Arco Management - Lincoln Amsterdamn House April 2010 - September 2012
New York University June 2009 - October 2009
Bulgari April 2008 - June 2008
Morgan Stanley April 2007 - February 2008
Skills
Accounts Payable, General Ledger, QuickBooks, Invoicing, Accounting, PeopleSoft, SAP, Finance, Peachtree, Account Reconciliation, Financial Reporting, Financial Analysis, Financial Accounting, Auditing, Property Management
Education
Borough of Manhattan Community College 1992 — 1995
Associate of Arts and Sciences (A.A.S.)
Arco Management - Lincoln Amsterdamn House April 2010 - September 2012
New York University June 2009 - October 2009
Bulgari April 2008 - June 2008
Morgan Stanley April 2007 - February 2008
Skills
Accounts Payable, General Ledger, QuickBooks, Invoicing, Accounting, PeopleSoft, SAP, Finance, Peachtree, Account Reconciliation, Financial Reporting, Financial Analysis, Financial Accounting, Auditing, Property Management
Education
Borough of Manhattan Community College 1992 — 1995
Associate of Arts and Sciences (A.A.S.)
Chip Dempsey's Morgan Stanley Experience May 2011 - Present
Job Executive Director, Principal Strategic Investments
Industry Capital Markets
Experience
Morgan Stanley May 2011 - Present
M Dempsey LLC July 2006 - May 2011
The Clearing Corporation March 2005 - July 2006
CQG June 2004 - October 2004
SunGard Futures Systems October 1999 - May 2004
Logical Information Machines October 1997 - September 1999
Rabobank July 1996 - October 1997
Chemical Bank June 1993 - April 1996
Richard W. Erkes Trading Group June 1991 - June 1993
Mid-America Commodity Exchange June 1989 - June 1993
Skills
Financial Markets, Middle Office, Fixed Income, Options, Venture Capital, Back Office, Commodity, Strategy, Trading Systems, Investment Banking, Trading, Sales, Equities, Marketing, Hedge Funds, Entrepreneurship, Electronic Trading, Low Latency, Valuation, Capital Markets, Strategic Partnerships, Private Equity, Hedging, Risk Management, Negotiation, Corporate Finance, Proprietary Trading, Derivatives, Investments, Equity Derivatives, Equity Trading, Asset Management, Big Data, Finance, Financial Services, Business Analysis, Credit Derivatives, Exchange Connectivity, IT Strategy, Market Data, Mergers & Acquisitions, Alternative Investments, Commodity Markets, FX Options, Emerging Markets, Securities, FX trading, Prime Brokerage, Business Strategy
Education
Boston College 1984 — 1988
B.A.
Morgan Stanley May 2011 - Present
M Dempsey LLC July 2006 - May 2011
The Clearing Corporation March 2005 - July 2006
CQG June 2004 - October 2004
SunGard Futures Systems October 1999 - May 2004
Logical Information Machines October 1997 - September 1999
Rabobank July 1996 - October 1997
Chemical Bank June 1993 - April 1996
Richard W. Erkes Trading Group June 1991 - June 1993
Mid-America Commodity Exchange June 1989 - June 1993
Skills
Financial Markets, Middle Office, Fixed Income, Options, Venture Capital, Back Office, Commodity, Strategy, Trading Systems, Investment Banking, Trading, Sales, Equities, Marketing, Hedge Funds, Entrepreneurship, Electronic Trading, Low Latency, Valuation, Capital Markets, Strategic Partnerships, Private Equity, Hedging, Risk Management, Negotiation, Corporate Finance, Proprietary Trading, Derivatives, Investments, Equity Derivatives, Equity Trading, Asset Management, Big Data, Finance, Financial Services, Business Analysis, Credit Derivatives, Exchange Connectivity, IT Strategy, Market Data, Mergers & Acquisitions, Alternative Investments, Commodity Markets, FX Options, Emerging Markets, Securities, FX trading, Prime Brokerage, Business Strategy
Education
Boston College 1984 — 1988
B.A.
Jill Ciganek Jill Ciganek's Morgan Stanley Experience December 2009 - February 2013
Job Seasoned Professional; Health & Wellness Blogger; Private Nanny
Industry Financial Services
Experience
Nanny January 2014 - Present
- Freelance May 2013 - Present
Morgan Stanley December 2009 - February 2013
Morgan Stanley December 2007 - December 2009
Morgan Stanley April 2004 - November 2007
Giordano Law Offices January 2002 - March 2004
Skills
Derivatives, Fixed Income, Leadership, Credit Derivatives, Swaps, FX Options, Management, Trading, Customer Service, Settlement, Bloomberg, Credit, Team Leadership, Social Media, Financial Risk, Capital Markets, Team Building, Microsoft Office, Banking, Wellness, Blogging, Legal Documents, Manage Client..., Drafting Correspondence, Mentoring New Hires, Development & delivery..., Performance Management, Interviewing Skills, Written & Oral..., Healthy Lifestyles, Running, Sports Coaching, Writing, Editing, MailChimp, Email Newsletter Design
Education
Moravian College 1999 — 2001
Bachelor of Science, General Science; Elementary Education
Bloomsburg University of Pennsylvania 1997 — 1999
Nanny January 2014 - Present
- Freelance May 2013 - Present
Morgan Stanley December 2009 - February 2013
Morgan Stanley December 2007 - December 2009
Morgan Stanley April 2004 - November 2007
Giordano Law Offices January 2002 - March 2004
Skills
Derivatives, Fixed Income, Leadership, Credit Derivatives, Swaps, FX Options, Management, Trading, Customer Service, Settlement, Bloomberg, Credit, Team Leadership, Social Media, Financial Risk, Capital Markets, Team Building, Microsoft Office, Banking, Wellness, Blogging, Legal Documents, Manage Client..., Drafting Correspondence, Mentoring New Hires, Development & delivery..., Performance Management, Interviewing Skills, Written & Oral..., Healthy Lifestyles, Running, Sports Coaching, Writing, Editing, MailChimp, Email Newsletter Design
Education
Moravian College 1999 — 2001
Bachelor of Science, General Science; Elementary Education
Bloomsburg University of Pennsylvania 1997 — 1999
Kitti Faldum Kitti Faldum's Morgan Stanley Experience June 2013 - Present
Job Financial Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Birmingham City University 2010 - 2013
Skills
Research, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Financial Analysis, Strategic Planning, Economics, Microsoft Word, Customer Service, Analysis, Financial Modeling, Statistics, Access, Market Research, Networking
Education
Birmingham City University 2010 — 2013
BA (Hons), Economics and Finance, First Class
San Diego State University-California State University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Economics and Finance
Morgan Stanley June 2013 - Present
Birmingham City University 2010 - 2013
Skills
Research, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Financial Analysis, Strategic Planning, Economics, Microsoft Word, Customer Service, Analysis, Financial Modeling, Statistics, Access, Market Research, Networking
Education
Birmingham City University 2010 — 2013
BA (Hons), Economics and Finance, First Class
San Diego State University-California State University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Economics and Finance
Ray Sagner, CFP® Ray Sagner, CFP®'s Morgan Stanley Experience 2001 - 2004
Job I'm the Financial Planner that helps clients get their financial lives in order and pointed towards their goals.
Industry Financial Services
Experience
The Legacy Group, Ltd. January 2004 - Present
Morgan Stanley 2001 - 2004
US Bank 1999 - 2001
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Investment Advisory, Investments, Financial Advisory, Securities, Financial Services, IRAs, Certified Financial..., Financial Planning, Retirement, Asset Allocation, Wealth, Risk Management, Small Business, Portfolio Management
Education
College for Financial Planning 1998 — 2000
Certificate, CFP Professional Education
Idaho State University 1989 — 1990
MHE, Health Education
Boise State University 1983 — 1988
BS, Health & Fitness
The Legacy Group, Ltd. January 2004 - Present
Morgan Stanley 2001 - 2004
US Bank 1999 - 2001
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Investment Advisory, Investments, Financial Advisory, Securities, Financial Services, IRAs, Certified Financial..., Financial Planning, Retirement, Asset Allocation, Wealth, Risk Management, Small Business, Portfolio Management
Education
College for Financial Planning 1998 — 2000
Certificate, CFP Professional Education
Idaho State University 1989 — 1990
MHE, Health Education
Boise State University 1983 — 1988
BS, Health & Fitness
Rashmi Joishi K Rashmi Joishi K's Morgan Stanley Experience August 2015 - Present
Job Technology Analyst at Morgan Stanley
Industry Internet
Experience
Morgan Stanley August 2015 - Present
Yahoo July 2011 - March 2014
Yahoo! September 2010 - July 2011
Yahoo! November 2008 - August 2010
Oracle Corporation January 2008 - June 2008
ARDC (Aircraft Research and Design Centre), Hindustan Aeronautics Limited (HAL), Bangalore May 2006 - June 2006
Skills
Hadoop, Perl, Java, Data Warehousing, Oracle, Unix, C++, Data Modeling, Shell Scripting, Distributed Systems, Data Mining, Agile Methodologies, Web Services, Scalability
Education
Birla Institute of Technology and Science, Pilani 2004 — 2008
B.E (Hons), Computer Science
Morgan Stanley August 2015 - Present
Yahoo July 2011 - March 2014
Yahoo! September 2010 - July 2011
Yahoo! November 2008 - August 2010
Oracle Corporation January 2008 - June 2008
ARDC (Aircraft Research and Design Centre), Hindustan Aeronautics Limited (HAL), Bangalore May 2006 - June 2006
Skills
Hadoop, Perl, Java, Data Warehousing, Oracle, Unix, C++, Data Modeling, Shell Scripting, Distributed Systems, Data Mining, Agile Methodologies, Web Services, Scalability
Education
Birla Institute of Technology and Science, Pilani 2004 — 2008
B.E (Hons), Computer Science
Cheryl Lovelace Cheryl Lovelace's Morgan Stanley Experience May 1997 - August 2006
Job Owner, Footprint
Industry Retail
Experience
Footprint September 2007 - Present
Morgan Stanley May 1997 - August 2006
Skills
Entrepreneurship, Social Media, Marketing, Management, Customer Service, Leadership, Social Media Marketing
Education
State University of New York College at Potsdam 1990 — 1994
BA, pre-med, psych
Bond University 1993 — 1993
BA, Psychology
Footprint September 2007 - Present
Morgan Stanley May 1997 - August 2006
Skills
Entrepreneurship, Social Media, Marketing, Management, Customer Service, Leadership, Social Media Marketing
Education
State University of New York College at Potsdam 1990 — 1994
BA, pre-med, psych
Bond University 1993 — 1993
BA, Psychology
Erika Tsimbalov's Morgan Stanley Experience September 2013 - August 2014
Job Treasury Analyst II at Hyundai Capital America
Industry Automotive
Experience
Hyundai Capital America August 2014 - Present
Morgan Stanley September 2013 - August 2014
Morgan Stanley April 2011 - September 2013
GE Aviation July 2009 - January 2010
John Hancock Financial Services July 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Budgets, Financial Services, Balance Sheet Review, Oracle Financial, Vlookup, MS Excel Pivot Tables, Accounts Payable, Accounts Receivable, Oil Trading, Financial Analysis, Corporate Finance, Financial Reporting, Invoicing, Settlement, Cash Management, Italian, Russian
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, Business Administration: Finance; Minor: Psychology
Bond University 2010 — 2010
Nutrition; Buddhist Philosophy; Psychology; Gender Society and Cinema
John Cabot University 2009 — 2009
International Finance; Intermediate Italian
Hyundai Capital America August 2014 - Present
Morgan Stanley September 2013 - August 2014
Morgan Stanley April 2011 - September 2013
GE Aviation July 2009 - January 2010
John Hancock Financial Services July 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Budgets, Financial Services, Balance Sheet Review, Oracle Financial, Vlookup, MS Excel Pivot Tables, Accounts Payable, Accounts Receivable, Oil Trading, Financial Analysis, Corporate Finance, Financial Reporting, Invoicing, Settlement, Cash Management, Italian, Russian
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, Business Administration: Finance; Minor: Psychology
Bond University 2010 — 2010
Nutrition; Buddhist Philosophy; Psychology; Gender Society and Cinema
John Cabot University 2009 — 2009
International Finance; Intermediate Italian
Dan Fitzpatrick's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
General Atlantic June 2014 - August 2014
Davy Stockbrokers June 2013 - August 2013
Skills
Microsoft Excel, Financial Modeling, Business Valuation, Investment Banking, Equities, Investments
Education
Boston College 2011 — 2015
B.S., Finance
Oratory Preparatory School 2007 — 2011
Morgan Stanley June 2015 - Present
General Atlantic June 2014 - August 2014
Davy Stockbrokers June 2013 - August 2013
Skills
Microsoft Excel, Financial Modeling, Business Valuation, Investment Banking, Equities, Investments
Education
Boston College 2011 — 2015
B.S., Finance
Oratory Preparatory School 2007 — 2011
Khaleah Saleem-Findley's Morgan Stanley Experience November 2006 - March 2008
Job Financial Services
Industry Investment Banking
Experience
Brown Brothers Harriman June 2014 - Present
Deutsche Bank June 2011 - June 2014
Deutsche Bank August 2010 - June 2011
Morgan Stanley November 2006 - March 2008
Hess Corporation March 2006 - November 2006
Citi March 2002 - March 2005
Skills
Microsoft Office, Executive..., Executive Calendar..., Client Service Oriented, Legal Assistants, Expense Reports, Client Services, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Management, Human Resources, Calendaring, Event Planning
Education
Borough of Manhattan Community College 2006 — 2008
Business Administration and Management, General
Brown Brothers Harriman June 2014 - Present
Deutsche Bank June 2011 - June 2014
Deutsche Bank August 2010 - June 2011
Morgan Stanley November 2006 - March 2008
Hess Corporation March 2006 - November 2006
Citi March 2002 - March 2005
Skills
Microsoft Office, Executive..., Executive Calendar..., Client Service Oriented, Legal Assistants, Expense Reports, Client Services, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Management, Human Resources, Calendaring, Event Planning
Education
Borough of Manhattan Community College 2006 — 2008
Business Administration and Management, General
Bob Glass, CFP®'s Morgan Stanley Experience May 2006 - May 2015
Job Supervisory Principal II at BBVA Compass Investment Solutions, a division of BBVA Securities, Inc.
Industry Financial Services
Experience
BBVA Compass Investment Solutions, a division of BBVA Securities, Inc. June 2015 - Present
Morgan Stanley May 2006 - May 2015
AmSouth Investment Services, Inc. February 1999 - May 2006
AmSouth Investment Services, Inc. July 1996 - February 1999
Education
University of Alabama 2008 — 2009
Master of Science, Family Financial Planning and Counseling
Birmingham-Southern College 1989 — 1991
Bachelor of Science, Business Admin. - Finance & Management Concentrations
BBVA Compass Investment Solutions, a division of BBVA Securities, Inc. June 2015 - Present
Morgan Stanley May 2006 - May 2015
AmSouth Investment Services, Inc. February 1999 - May 2006
AmSouth Investment Services, Inc. July 1996 - February 1999
Education
University of Alabama 2008 — 2009
Master of Science, Family Financial Planning and Counseling
Birmingham-Southern College 1989 — 1991
Bachelor of Science, Business Admin. - Finance & Management Concentrations
Marta Roginski Marta Roginski's Morgan Stanley Experience October 2011 - June 2013
Job Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Morgan Stanley Smith Barney September 2008 - Present
Morgan Stanley October 2011 - June 2013
Morgan Stanley Smith Barney November 2010 - June 2013
JEFFRIES & CO December 2006 - March 2008
MIZUHO SECURITIES USA, INC February 2006 - September 2006
SWISS AMERICAN SECURITIES, INC January 2001 - January 2006
Skills
Fixed Income, Business Analysis, DTC, ACATS, Back Office, Account Reconciliation, Financial Reporting, Investment Banking, Investments, Capital Markets, Trading, Analysis, Banking, Securities, Finance, Management, Financial Services
Education
Borough of Manhattan Community College 1998 — 2000
Accounting
Andrew Jackson High School 1990 — 1994
Morgan Stanley Wealth Management June 2013 - Present
Morgan Stanley Smith Barney September 2008 - Present
Morgan Stanley October 2011 - June 2013
Morgan Stanley Smith Barney November 2010 - June 2013
JEFFRIES & CO December 2006 - March 2008
MIZUHO SECURITIES USA, INC February 2006 - September 2006
SWISS AMERICAN SECURITIES, INC January 2001 - January 2006
Skills
Fixed Income, Business Analysis, DTC, ACATS, Back Office, Account Reconciliation, Financial Reporting, Investment Banking, Investments, Capital Markets, Trading, Analysis, Banking, Securities, Finance, Management, Financial Services
Education
Borough of Manhattan Community College 1998 — 2000
Accounting
Andrew Jackson High School 1990 — 1994
Ian Ifill Ian Ifill's Morgan Stanley Experience June 2010 - June 2011
Job FinancIal Services Professional (Seeking Career Opportunities)
Industry Financial Services
Experience
NYC Office of the Comptroller March 2012 - Present
Morgan Stanley June 2010 - June 2011
HSBC-Alternative Fund Services October 2006 - January 2009
HSBC-Alternative Fund Services June 2005 - December 2008
Amalgamated Bank January 2003 - June 2005
Amalgamated Bank November 2001 - January 2003
Amalgamated Bank April 1999 - November 2001
ERA August 1997 - August 2001
H&R Block December 1999 - April 2001
Skills
Compliance, Middle Office, Asset Management, Portfolio Management, Bloomberg, Securities, Excel, Alternative Investments, Cash Management, FX, Fixed Income, Microsoft Excel, FX Options, Asset Managment
Education
Borough of Manhattan Community College 1992 — 1994
Associates Degree, Liberal Arts
Southern Connecticut State University 1990 — 1992
Communication
Baruch College Zickilin School Of Business
Business, Finance
Mount Saint Michael Academy
Diploma, Academics
NYC Office of the Comptroller March 2012 - Present
Morgan Stanley June 2010 - June 2011
HSBC-Alternative Fund Services October 2006 - January 2009
HSBC-Alternative Fund Services June 2005 - December 2008
Amalgamated Bank January 2003 - June 2005
Amalgamated Bank November 2001 - January 2003
Amalgamated Bank April 1999 - November 2001
ERA August 1997 - August 2001
H&R Block December 1999 - April 2001
Skills
Compliance, Middle Office, Asset Management, Portfolio Management, Bloomberg, Securities, Excel, Alternative Investments, Cash Management, FX, Fixed Income, Microsoft Excel, FX Options, Asset Managment
Education
Borough of Manhattan Community College 1992 — 1994
Associates Degree, Liberal Arts
Southern Connecticut State University 1990 — 1992
Communication
Baruch College Zickilin School Of Business
Business, Finance
Mount Saint Michael Academy
Diploma, Academics
Kevin Cronin's Morgan Stanley Experience October 2013 - Present
Job Executive Director, Global Tax Department Chief Operations Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Morgan Stanley November 2006 - November 2013
Zephyr Lofts Condominium Association, Inc. October 2005 - December 2011
Interpublic Group August 2005 - November 2006
PricewaterhouseCoopers August 1997 - August 2005
Skills
US GAAP, Equity Compensation, Financial Accounting, Spin-offs, Accounting Policy, SEC filings, Financial Modeling, Corporate Finance, Leases, Financial Reporting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Valuation, Accounting, Due Diligence, Managerial Finance, Community Associations, Communication Skills, Cross-functional Team..., Team Leadership, People-oriented, Adaptable to Changes, Team Building, Budgets, SEC Filings, Financial Statements, Finance, Auditing, Risk Management, GAAP
Education
Boston College 1993 — 1997
BS, Accounting/Finance
Burlington High School 1989 — 1993
Morgan Stanley October 2013 - Present
Morgan Stanley November 2006 - November 2013
Zephyr Lofts Condominium Association, Inc. October 2005 - December 2011
Interpublic Group August 2005 - November 2006
PricewaterhouseCoopers August 1997 - August 2005
Skills
US GAAP, Equity Compensation, Financial Accounting, Spin-offs, Accounting Policy, SEC filings, Financial Modeling, Corporate Finance, Leases, Financial Reporting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Valuation, Accounting, Due Diligence, Managerial Finance, Community Associations, Communication Skills, Cross-functional Team..., Team Leadership, People-oriented, Adaptable to Changes, Team Building, Budgets, SEC Filings, Financial Statements, Finance, Auditing, Risk Management, GAAP
Education
Boston College 1993 — 1997
BS, Accounting/Finance
Burlington High School 1989 — 1993
Rob Radecki's Morgan Stanley Experience February 2012 - June 2012
Job Market Developer at ChemPoint
Industry Chemicals
Experience
ChemPoint July 2013 - Present
ChemPoint June 2012 - June 2013
Amazon March 2012 - June 2012
Morgan Stanley February 2012 - June 2012
Fisher Communications June 2011 - September 2011
Skills
Research, Customer Service, Outlook, Access, Teamwork, Photoshop, Windows, Public Speaking, SPSS, Social Media, Advertising, Microsoft Office, Arbitron
Education
Western Washington University 2008 — 2012
Bachelor of Arts, Business Administration, Marketing, Minor in Communication
Bond University 2010 — 2010
Study Abroad
ChemPoint July 2013 - Present
ChemPoint June 2012 - June 2013
Amazon March 2012 - June 2012
Morgan Stanley February 2012 - June 2012
Fisher Communications June 2011 - September 2011
Skills
Research, Customer Service, Outlook, Access, Teamwork, Photoshop, Windows, Public Speaking, SPSS, Social Media, Advertising, Microsoft Office, Arbitron
Education
Western Washington University 2008 — 2012
Bachelor of Arts, Business Administration, Marketing, Minor in Communication
Bond University 2010 — 2010
Study Abroad
Michael A. Manfredi's Morgan Stanley Experience May 2000 - May 2001
Job Luxury Home Purchase Advisor, Real Estate and Loan Consultant
Industry Financial Services
Experience
Federal Charter Banks May 2012 - Present
State Charter Mortgage Lenders October 2002 - May 2012
Morgan Stanley May 2000 - May 2001
RBC Capital Markets March 1997 - May 2000
Prudential Financial November 1995 - March 1997
Hair Club for Men and Women 1991 - 1995
Manfredi Design Associates, Inc. January 1981 - January 1991
Skills
Mortgage Lending, Reverse Mortgages, Finance, Mortgage Banking, Residential Mortgages, Investment Properties, Real Estate, Sales, Refinance, Loan Origination, Investments, New Business Development, Social Media, Credit, Executive Management, Lead Generation, Residential Homes, Selling, VA loans, Investment Advisory, Interior Architecture, Management, Commercial Real Estate, VA Loans
Education
Harvard University Graduate School of Design 1986 — 1988
Boston Architectural College 1982 — 1985
Architecture
Federal Charter Banks May 2012 - Present
State Charter Mortgage Lenders October 2002 - May 2012
Morgan Stanley May 2000 - May 2001
RBC Capital Markets March 1997 - May 2000
Prudential Financial November 1995 - March 1997
Hair Club for Men and Women 1991 - 1995
Manfredi Design Associates, Inc. January 1981 - January 1991
Skills
Mortgage Lending, Reverse Mortgages, Finance, Mortgage Banking, Residential Mortgages, Investment Properties, Real Estate, Sales, Refinance, Loan Origination, Investments, New Business Development, Social Media, Credit, Executive Management, Lead Generation, Residential Homes, Selling, VA loans, Investment Advisory, Interior Architecture, Management, Commercial Real Estate, VA Loans
Education
Harvard University Graduate School of Design 1986 — 1988
Boston Architectural College 1982 — 1985
Architecture
Narmada Krishnaswamy Narmada Krishnaswamy's Morgan Stanley Experience 2006 - Present
Job Spend Management Technology Manager
Industry Information Technology and Services
Experience
Morgan Stanley 2006 - Present
UPS 2000 - 2006
SRA Systems 1995 - 1999
Skills
SDLC, Sybase, Business Analysis, Software Project..., Agile Methodologies, Data Modeling, Software Development, Requirements Analysis, C#, XML, .NET, IT Strategy, SQL, Project Management, Integration, Vendor Management, Microsoft SQL Server, Solution Architecture
Education
Sri Venkateswara College of Engineering 1991 — 1995
Bachelor's degree, Computer Science
Birla Institute of Technology and Science, Pilani
M.S., Software Engineering
Morgan Stanley 2006 - Present
UPS 2000 - 2006
SRA Systems 1995 - 1999
Skills
SDLC, Sybase, Business Analysis, Software Project..., Agile Methodologies, Data Modeling, Software Development, Requirements Analysis, C#, XML, .NET, IT Strategy, SQL, Project Management, Integration, Vendor Management, Microsoft SQL Server, Solution Architecture
Education
Sri Venkateswara College of Engineering 1991 — 1995
Bachelor's degree, Computer Science
Birla Institute of Technology and Science, Pilani
M.S., Software Engineering
Charles Hahn, CAIA's Morgan Stanley Experience February 2014 - Present
Job Vice President at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley February 2014 - Present
Barclays 2011 - 2014
BBR Partners 2011 - 2011
Citi 2009 - 2011
Skills
Fund Of Funds, Investment Research, Investment Strategies, Due Diligence, Equities, Fixed Income, Hedge Funds, Private Equity, Alternative Investments, Portfolio Management, Asset Management, Risk Management, Capital Markets, Wealth Management, Business Development, Investor Relations
Education
Boston College
Bachelor of Science, Finance
Peking University
Bachelor of Science, International Exchange Program, Finance
Morgan Stanley February 2014 - Present
Barclays 2011 - 2014
BBR Partners 2011 - 2011
Citi 2009 - 2011
Skills
Fund Of Funds, Investment Research, Investment Strategies, Due Diligence, Equities, Fixed Income, Hedge Funds, Private Equity, Alternative Investments, Portfolio Management, Asset Management, Risk Management, Capital Markets, Wealth Management, Business Development, Investor Relations
Education
Boston College
Bachelor of Science, Finance
Peking University
Bachelor of Science, International Exchange Program, Finance
Jeremy Yancey Jeremy Yancey's Morgan Stanley Experience 2012 - 2015
Job Business Development & Strategy
Industry Information Technology and Services
Experience
Credit Suisse 2015 - Present
Morgan Stanley 2012 - 2015
Citi 2012 - 2012
Wall Street Services 2011 - 2011
New York University Child & Family Policy Center 2009 - 2011
Skills
Business Strategy, Business Development, Data Analysis, Product Management, Microsoft Excel, SQL, Strategic Planning, Google Analytics, Business Analysis, Data Modeling, Project Management, Excel Dashboards, Team Leadership, Research, Public Speaking, Microsoft SQL Server, Microsoft Office, VBA, Analytics, Social Media, SPSS, Management, Community Outreach, Nonprofits, SharePoint
Education
Boston College
Bachelor’s Degree, Psychology & Sociology
New York University
Master’s Degree, Counseling Psychology
Credit Suisse 2015 - Present
Morgan Stanley 2012 - 2015
Citi 2012 - 2012
Wall Street Services 2011 - 2011
New York University Child & Family Policy Center 2009 - 2011
Skills
Business Strategy, Business Development, Data Analysis, Product Management, Microsoft Excel, SQL, Strategic Planning, Google Analytics, Business Analysis, Data Modeling, Project Management, Excel Dashboards, Team Leadership, Research, Public Speaking, Microsoft SQL Server, Microsoft Office, VBA, Analytics, Social Media, SPSS, Management, Community Outreach, Nonprofits, SharePoint
Education
Boston College
Bachelor’s Degree, Psychology & Sociology
New York University
Master’s Degree, Counseling Psychology
Jose A. Torrealba's Morgan Stanley Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2015 - August 2015
Sponsors for Educational Opportunity May 2014 - August 2015
Banco Activo June 2013 - August 2013
Premier Global Brokers May 2011 - July 2012
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Economics & Philosophy, GPA: 3.7
The London School of Economics and Political Science (LSE) 2014 — 2015
General Course Study Abroad Program, Economics & Social Policy
Harvard Business School 2014 — 2014
Summer Session, Credential of Readiness (CORe) Program
Morgan Stanley August 2015 - Present
Morgan Stanley June 2015 - August 2015
Sponsors for Educational Opportunity May 2014 - August 2015
Banco Activo June 2013 - August 2013
Premier Global Brokers May 2011 - July 2012
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Economics & Philosophy, GPA: 3.7
The London School of Economics and Political Science (LSE) 2014 — 2015
General Course Study Abroad Program, Economics & Social Policy
Harvard Business School 2014 — 2014
Summer Session, Credential of Readiness (CORe) Program
Angus Ko Angus Ko's Morgan Stanley Experience June 2014 - July 2014
Job MS Finance Candidate, Simon Business School | CFA Level II Candidate
Industry Financial Services
Experience
BSI Bank June 2015 - July 2015
Morgan Stanley June 2014 - July 2014
Education
University of Rochester - Simon Business School 2015 — 2016
Master of Science (MS), Finance
The University of Hong Kong 2012 — 2015
Bachelor's degree, Economics and Finance
Boston College
Academic Exchange, Economics and Finance
BSI Bank June 2015 - July 2015
Morgan Stanley June 2014 - July 2014
Education
University of Rochester - Simon Business School 2015 — 2016
Master of Science (MS), Finance
The University of Hong Kong 2012 — 2015
Bachelor's degree, Economics and Finance
Boston College
Academic Exchange, Economics and Finance
Pierre Chery's Morgan Stanley Experience December 2008 - January 2009
Job MAC Specialist / Local Systems Administrator at Joe Fresh
Industry Information Technology and Services
Experience
TIAA-CREF March 2013 - December 2014
Gap Inc. September 2010 - November 2012
Time Inc. March 2010 - September 2010
Emblem Health January 2009 - September 2009
Morgan Stanley December 2008 - January 2009
Proactive Business Solutions, Inc September 2008 - January 2009
Okaya Inc. 2009 - 2009
EmblemHealth 2008 - 2009
Hewlett Packard September 2008 - December 2008
Emirates Airlines (Oasis Biz Solution Consulting Agency) July 2005 - September 2008
Skills
VMware, Active Directory, Software Installation, Microsoft Exchange, Servers, Technical Support, TCP/IP, Network Administration, VPN, Cisco Technologies, Routers, Troubleshooting, Disaster Recovery, Visio, Windows 7, Hardware, Networking, Help Desk Support, Switches, Windows XP, System Deployment, Data Center, Security, Vendor Management, Firewalls
Education
Borough of Manhattan Community College
Associates
City College of New York
Sinclair Community College
TIAA-CREF March 2013 - December 2014
Gap Inc. September 2010 - November 2012
Time Inc. March 2010 - September 2010
Emblem Health January 2009 - September 2009
Morgan Stanley December 2008 - January 2009
Proactive Business Solutions, Inc September 2008 - January 2009
Okaya Inc. 2009 - 2009
EmblemHealth 2008 - 2009
Hewlett Packard September 2008 - December 2008
Emirates Airlines (Oasis Biz Solution Consulting Agency) July 2005 - September 2008
Skills
VMware, Active Directory, Software Installation, Microsoft Exchange, Servers, Technical Support, TCP/IP, Network Administration, VPN, Cisco Technologies, Routers, Troubleshooting, Disaster Recovery, Visio, Windows 7, Hardware, Networking, Help Desk Support, Switches, Windows XP, System Deployment, Data Center, Security, Vendor Management, Firewalls
Education
Borough of Manhattan Community College
Associates
City College of New York
Sinclair Community College
Brian Basiliere CFA, CAIA's Morgan Stanley Experience 2007 - 2012
Job Senior Investment Analyst at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates December 2014 - Present
The Boston Security Analysts Society August 2014 - Present
The Boston Security Analysts Society August 2014 - Present
Prime, Buchholz & Associates 2012 - Present
Prime, Buchholz & Associates January 2014 - Present
Prime, Buchholz & Associates January 2013 - December 2013
Morgan Stanley 2007 - 2012
Skills
Series 7, Series 63, Series 65, Mutual Funds, Bloomberg, Asset Allocation, Fixed Income, Alternative Investments, Equities, Hedge Funds, Investment Strategies, Portfolio Management, Investment Advisory, Private Equity, Economics, Fund Of Funds, Financial Services, Investment Management, Asset Management, Investments
Education
Bryant University 2003 — 2007
BSBA/BS, Finanace/Applied Economics
Bond University 2006 — 2006
Prime, Buchholz & Associates December 2014 - Present
The Boston Security Analysts Society August 2014 - Present
The Boston Security Analysts Society August 2014 - Present
Prime, Buchholz & Associates 2012 - Present
Prime, Buchholz & Associates January 2014 - Present
Prime, Buchholz & Associates January 2013 - December 2013
Morgan Stanley 2007 - 2012
Skills
Series 7, Series 63, Series 65, Mutual Funds, Bloomberg, Asset Allocation, Fixed Income, Alternative Investments, Equities, Hedge Funds, Investment Strategies, Portfolio Management, Investment Advisory, Private Equity, Economics, Fund Of Funds, Financial Services, Investment Management, Asset Management, Investments
Education
Bryant University 2003 — 2007
BSBA/BS, Finanace/Applied Economics
Bond University 2006 — 2006
Sarah Howe's Morgan Stanley Experience March 2009 - June 2009
Job Content Strategist (Global)
Industry Information Technology and Services
Experience
ThoughtWorks May 2013 - Present
ThoughtWorks January 2011 - May 2013
ThoughtWorks July 2009 - December 2010
Morgan Stanley March 2009 - June 2009
Credit Suisse July 2008 - February 2009
Credit Suisse August 2006 - July 2008
Ambition 2004 - 2006
Workforce Solutions August 2002 - August 2004
Skills
Content Strategy, Strategy, Leadership, User Experience, Storytelling, Management, Team Leadership, User Interface, Agile Methodologies, Business Analysis, Mobile Devices, Agile Project Management, Recruiting, Digital Marketing, Content Marketing
Education
Bond University 2011 — 2013
BA, Communication (Media), Distinction Overall
Crucial Conversations 2013 — 2013
Communication
Graphic Facilitation Course 2013 — 2013
Group Communication
Social Media Knowledge 2013 — 2013
Digital Strategy & Mobile
London School of Marketing 2009 — 2011
CIM Professional Diploma, Marketing
ThoughtWorks May 2013 - Present
ThoughtWorks January 2011 - May 2013
ThoughtWorks July 2009 - December 2010
Morgan Stanley March 2009 - June 2009
Credit Suisse July 2008 - February 2009
Credit Suisse August 2006 - July 2008
Ambition 2004 - 2006
Workforce Solutions August 2002 - August 2004
Skills
Content Strategy, Strategy, Leadership, User Experience, Storytelling, Management, Team Leadership, User Interface, Agile Methodologies, Business Analysis, Mobile Devices, Agile Project Management, Recruiting, Digital Marketing, Content Marketing
Education
Bond University 2011 — 2013
BA, Communication (Media), Distinction Overall
Crucial Conversations 2013 — 2013
Communication
Graphic Facilitation Course 2013 — 2013
Group Communication
Social Media Knowledge 2013 — 2013
Digital Strategy & Mobile
London School of Marketing 2009 — 2011
CIM Professional Diploma, Marketing
Christina Hennessey's Morgan Stanley Experience 2007 - 2009
Job Associate at Gilder Gagnon Howe & Co.
Industry Financial Services
Experience
Gilder Gagnon Howe & Co. 2014 - Present
CBIS, Inc 2010 - 2013
Morgan Stanley 2007 - 2009
Morgan Stanley 2004 - 2007
Skills
Investment Advisory, Institutional Investors, Relationship Management, Client Development, New Business Development, Product Marketing, Client Presentation, Portfolio Performance..., Client Education, Asset Allocation, Wealth Management, Alternative Investments, Equities, Fixed Income, Series 7, Series 63, Mutual Funds, Comingled Funds, High Net Worth...
Education
Boston College
Bachelor of Arts (B.A.), Communications/Finance
Gilder Gagnon Howe & Co. 2014 - Present
CBIS, Inc 2010 - 2013
Morgan Stanley 2007 - 2009
Morgan Stanley 2004 - 2007
Skills
Investment Advisory, Institutional Investors, Relationship Management, Client Development, New Business Development, Product Marketing, Client Presentation, Portfolio Performance..., Client Education, Asset Allocation, Wealth Management, Alternative Investments, Equities, Fixed Income, Series 7, Series 63, Mutual Funds, Comingled Funds, High Net Worth...
Education
Boston College
Bachelor of Arts (B.A.), Communications/Finance
D. Mark Weimer D. Mark Weimer's Morgan Stanley Experience March 1992 - May 1996
Job IT Systems & Storage Manager
Industry Information Technology and Services
Experience
NTT America, Inc. November 2010 - Present
NTT America, Inc. September 2006 - November 2010
Verio, Inc. June 2006 - September 2006
Verio, Inc. September 2002 - June 2006
Verio, Inc. October 2000 - September 2002
The Computing Edge December 1998 - October 2000
Morgan Stanley March 1992 - May 1996
Albertsons Credit Union January 1986 - March 1992
Skills
Storage Solutions, Cisco UCS, VMware vSphere, Nimble Storage, Compellent Storage, iSCSI, Data Center, Virtualization, VMware, Server Architecture, VMware ESX, vSphere, Storage, Servers, Vendor Relationship..., DNS, Technical Support, Active Directory, Disaster Recovery, Enterprise Software, System Administration, Cloud Computing, Windows Server, Hardware, VPN, Microsoft Exchange, Security, IT Management, Windows, System Deployment, WAN, Troubleshooting, ITIL, TCP/IP, Network Security, Cisco Technologies, Budgets, Network Administration, SAN
Education
Boise State University 1986 — 1991
BBA, Accounting
NTT America, Inc. November 2010 - Present
NTT America, Inc. September 2006 - November 2010
Verio, Inc. June 2006 - September 2006
Verio, Inc. September 2002 - June 2006
Verio, Inc. October 2000 - September 2002
The Computing Edge December 1998 - October 2000
Morgan Stanley March 1992 - May 1996
Albertsons Credit Union January 1986 - March 1992
Skills
Storage Solutions, Cisco UCS, VMware vSphere, Nimble Storage, Compellent Storage, iSCSI, Data Center, Virtualization, VMware, Server Architecture, VMware ESX, vSphere, Storage, Servers, Vendor Relationship..., DNS, Technical Support, Active Directory, Disaster Recovery, Enterprise Software, System Administration, Cloud Computing, Windows Server, Hardware, VPN, Microsoft Exchange, Security, IT Management, Windows, System Deployment, WAN, Troubleshooting, ITIL, TCP/IP, Network Security, Cisco Technologies, Budgets, Network Administration, SAN
Education
Boise State University 1986 — 1991
BBA, Accounting
Jon Biorkman's Morgan Stanley Experience 2002 - 2005
Job Senior Managing Director at GE Capital Corporate Finance
Industry Financial Services
Experience
GE Capital- Corporate Finance 2015 - Present
GE Capital- Corporate Finance 2014 - 2015
GE Capital- Corporate Finance 2012 - 2014
GE Capital- Corporate Finance 2010 - 2012
GE Capital- Corporate Finance 2009 - 2010
General Electric 2007 - 2009
Morgan Stanley 2002 - 2005
Skills
Corporate Finance, Leadership, Management, Business Strategy, Credit, Strategy, Finance, Financial Analysis, Commercial Lending, Cash Flow, Cross-functional Team..., Business Development
Education
University of Southern California - Marshall School of Business
MBA
Boise State University
BBA
GE Capital- Corporate Finance 2015 - Present
GE Capital- Corporate Finance 2014 - 2015
GE Capital- Corporate Finance 2012 - 2014
GE Capital- Corporate Finance 2010 - 2012
GE Capital- Corporate Finance 2009 - 2010
General Electric 2007 - 2009
Morgan Stanley 2002 - 2005
Skills
Corporate Finance, Leadership, Management, Business Strategy, Credit, Strategy, Finance, Financial Analysis, Commercial Lending, Cash Flow, Cross-functional Team..., Business Development
Education
University of Southern California - Marshall School of Business
MBA
Boise State University
BBA
Ernestina Depina Ernestina Depina's Morgan Stanley Experience October 2012 - Present
Job Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
BNY Mellon October 2008 - 2012
Skills
Fund Accounting, Fund Administration, Accounting, Bloomberg, Fund Of Funds, Financial Analysis, Mutual Funds, Account Reconciliation, Securities, Financial Accounting, Financial Reporting, Fixed Income, Cash, Financial Statements, Accruals, General Ledger, Bank Reconciliation, Financial Statement..., Variance Analysis, GAAP, Balance, Cash Flow, Financial Audits, PeopleSoft, Fund Services, Auditing, Hyperion Enterprise, Microsoft Excel, Financial Modeling, Bloomberg Terminal, Equities, Finance, Valuation
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
MBA, Accounting
Bond University 2006 — 2007
Study Abroad/Australia
Regis College 2003 — 2007
BA, Business Administration and Management, Communications
Morgan Stanley October 2012 - Present
BNY Mellon October 2008 - 2012
Skills
Fund Accounting, Fund Administration, Accounting, Bloomberg, Fund Of Funds, Financial Analysis, Mutual Funds, Account Reconciliation, Securities, Financial Accounting, Financial Reporting, Fixed Income, Cash, Financial Statements, Accruals, General Ledger, Bank Reconciliation, Financial Statement..., Variance Analysis, GAAP, Balance, Cash Flow, Financial Audits, PeopleSoft, Fund Services, Auditing, Hyperion Enterprise, Microsoft Excel, Financial Modeling, Bloomberg Terminal, Equities, Finance, Valuation
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
MBA, Accounting
Bond University 2006 — 2007
Study Abroad/Australia
Regis College 2003 — 2007
BA, Business Administration and Management, Communications
Kacey Brosnan Kacey Brosnan's Morgan Stanley Experience August 2012 - Present
Job Learning and Development, Community Affairs Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
iMentor August 2013 - July 2015
FX and Fox Cable Networks 2012 - July 2012
Brosnan Risk Consultants, LTD January 2006 - March 2012
Silverstein Properties May 2009 - August 2010
Skills
PowerPoint, Outlook, Microsoft Excel, Video Production, Photoshop, Microsoft Word, Microsoft Office, Event Management, Corporate Communications, Event Planning, Talent Management, Global Talent..., Global Marketing, Global Business..., Organizational..., Program Management, Social Networking, Leadership, Facebook, Marketing, Sales, Social Media, Market Research, Automotive Repair
Education
Clemson University - College of Business and Behavioral Science 2008 — 2011
Bachelor of Science (B.S.), Business, 3.65
Bond University 2010 — 2010
Bachelor of Science (B.S.), Business
Morgan Stanley August 2012 - Present
iMentor August 2013 - July 2015
FX and Fox Cable Networks 2012 - July 2012
Brosnan Risk Consultants, LTD January 2006 - March 2012
Silverstein Properties May 2009 - August 2010
Skills
PowerPoint, Outlook, Microsoft Excel, Video Production, Photoshop, Microsoft Word, Microsoft Office, Event Management, Corporate Communications, Event Planning, Talent Management, Global Talent..., Global Marketing, Global Business..., Organizational..., Program Management, Social Networking, Leadership, Facebook, Marketing, Sales, Social Media, Market Research, Automotive Repair
Education
Clemson University - College of Business and Behavioral Science 2008 — 2011
Bachelor of Science (B.S.), Business, 3.65
Bond University 2010 — 2010
Bachelor of Science (B.S.), Business
Elizabeth McCool's Morgan Stanley Experience June 2009 - August 2009
Job Financial Analyst at GE Software
Industry Financial Services
Experience
GE Software August 2013 - Present
General Electric (GE) July 2011 - August 2013
General Electric June 2010 - August 2010
JP Morgan February 2010 - April 2010
Morgan Stanley June 2009 - August 2009
Skills
Valuation, Financial Analysis, Finance, Financial Modeling, Private Equity, Financial Reporting, Fixed Income, Managerial Finance, Microsoft Excel, PowerPoint, FX Options, Strategic Financial..., Bloomberg, Corporate Finance, Forecasting, Mergers, Portfolio Management
Education
Boston College 2007 — 2011
BS, Finance and Marketing
Boston University London Internship Program 2010 — 2010
Finance
GE Software August 2013 - Present
General Electric (GE) July 2011 - August 2013
General Electric June 2010 - August 2010
JP Morgan February 2010 - April 2010
Morgan Stanley June 2009 - August 2009
Skills
Valuation, Financial Analysis, Finance, Financial Modeling, Private Equity, Financial Reporting, Fixed Income, Managerial Finance, Microsoft Excel, PowerPoint, FX Options, Strategic Financial..., Bloomberg, Corporate Finance, Forecasting, Mergers, Portfolio Management
Education
Boston College 2007 — 2011
BS, Finance and Marketing
Boston University London Internship Program 2010 — 2010
Finance
Amos Vered's Morgan Stanley Experience November 2007 - Present
Job Incident Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney November 2007 - Present
Morgan Stanley November 2007 - Present
Procurestaff Ltd 2002 - 2007
Morgan stanley Inc. 1998 - 2001
Barclays Group 1996 - 1998
Cantor Fitzgerald 1994 - 1995
Technology By Appointment / Nextra Group 1987 - 1993
Wang Financial Inc. 1984 - 1987
Dun & Bradstreet 1982 - 1984
Education
Borough of Manhattan Community College 1981 — 1987
A.A.S., Computer and Information Sciences and Support Services
Morgan Stanley Smith Barney November 2007 - Present
Morgan Stanley November 2007 - Present
Procurestaff Ltd 2002 - 2007
Morgan stanley Inc. 1998 - 2001
Barclays Group 1996 - 1998
Cantor Fitzgerald 1994 - 1995
Technology By Appointment / Nextra Group 1987 - 1993
Wang Financial Inc. 1984 - 1987
Dun & Bradstreet 1982 - 1984
Education
Borough of Manhattan Community College 1981 — 1987
A.A.S., Computer and Information Sciences and Support Services
Sonja Checinski Sonja Checinski's Morgan Stanley Experience April 1989 - July 2014
Job Executive Assistant
Industry Financial Services
Experience
RR Donnelley December 2014 - July 2015
Morgan Stanley April 1989 - July 2014
Skills
Executive..., PowerPoint, Travel Arrangements, Microsoft Word, Management, Calendaring, Customer Service, Calendars, Event Planning, Leadership, Data Entry, Administration, Research, Outlook, Event Management, Budgets, Concur, Microsoft Office
Education
Borough of Manhattan Community College 2000 — 2001
Associate's degree, Business Administration and Management, General
RR Donnelley December 2014 - July 2015
Morgan Stanley April 1989 - July 2014
Skills
Executive..., PowerPoint, Travel Arrangements, Microsoft Word, Management, Calendaring, Customer Service, Calendars, Event Planning, Leadership, Data Entry, Administration, Research, Outlook, Event Management, Budgets, Concur, Microsoft Office
Education
Borough of Manhattan Community College 2000 — 2001
Associate's degree, Business Administration and Management, General
Andrew Chang Andrew Chang's Morgan Stanley Experience May 2004 - March 2006
Job COO at itBit
Industry Internet
Experience
itBit May 2014 - Present
Liberty City Ventures July 2012 - Present
Google June 2013 - May 2014
Condition One June 2012 - May 2013
TechStars March 2012 - June 2012
Kantar Video (A WPP Venture) June 2011 - January 2012
Kantar Video (A WPP Venture) April 2010 - August 2010
Rogue Media January 2008 - June 2009
360i March 2006 - January 2009
Morgan Stanley May 2004 - March 2006
Skills
Digital Media, Strategy, Start-ups, Social Media, Strategic Partnerships, New Business Development, Venture Capital, Research, Analytics, Digital Marketing, Entrepreneurship, E-commerce, Video, Business Operations, Early-stage Startups, Business Development, Social Media Marketing, Digital Strategy, Integrated Marketing, Online Advertising, Online Marketing, Bitcoin, Digital Currency
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Strategy, Entertainment, Media and Technology
Boston College 2000 — 2004
BS, Operations and Technology Management
itBit May 2014 - Present
Liberty City Ventures July 2012 - Present
Google June 2013 - May 2014
Condition One June 2012 - May 2013
TechStars March 2012 - June 2012
Kantar Video (A WPP Venture) June 2011 - January 2012
Kantar Video (A WPP Venture) April 2010 - August 2010
Rogue Media January 2008 - June 2009
360i March 2006 - January 2009
Morgan Stanley May 2004 - March 2006
Skills
Digital Media, Strategy, Start-ups, Social Media, Strategic Partnerships, New Business Development, Venture Capital, Research, Analytics, Digital Marketing, Entrepreneurship, E-commerce, Video, Business Operations, Early-stage Startups, Business Development, Social Media Marketing, Digital Strategy, Integrated Marketing, Online Advertising, Online Marketing, Bitcoin, Digital Currency
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Strategy, Entertainment, Media and Technology
Boston College 2000 — 2004
BS, Operations and Technology Management
Halcyone Williams's Morgan Stanley Experience August 2007 - February 2009
Job
Industry Financial Services
Experience
NASDAQ October 2012 - Present
Macquarie Holdings Inc. July 2009 - October 2012
Morgan Stanley August 2007 - February 2009
Morgan Stanley May 2005 - August 2007
ASHRAE September 2003 - April 2005
McGraw-Hill Companies September 2002 - May 2003
McGraw-Hill Companies January 2000 - September 2002
Adecco Temp Agency January 1999 - January 2000
Skills
Human Resources, Recruiting, Training, Employee Benefits, Management, Deferred Compensation, CRM, Budgets, Program Management, Marketing, Policy, Forecasting, Finance, Accounting, Employee Relations, Project Planning, Talent Management, Talent Acquisition
Education
Pace University - Lubin School of Business 2015 — 2017
Master's Degree, HR Management
City University of New York City College 2006 — 2010
BA, Liberal Arts/Human Resources
Borough of Manhattan Community College 2000 — 2002
Associate of Science, Human Services
NASDAQ October 2012 - Present
Macquarie Holdings Inc. July 2009 - October 2012
Morgan Stanley August 2007 - February 2009
Morgan Stanley May 2005 - August 2007
ASHRAE September 2003 - April 2005
McGraw-Hill Companies September 2002 - May 2003
McGraw-Hill Companies January 2000 - September 2002
Adecco Temp Agency January 1999 - January 2000
Skills
Human Resources, Recruiting, Training, Employee Benefits, Management, Deferred Compensation, CRM, Budgets, Program Management, Marketing, Policy, Forecasting, Finance, Accounting, Employee Relations, Project Planning, Talent Management, Talent Acquisition
Education
Pace University - Lubin School of Business 2015 — 2017
Master's Degree, HR Management
City University of New York City College 2006 — 2010
BA, Liberal Arts/Human Resources
Borough of Manhattan Community College 2000 — 2002
Associate of Science, Human Services
Jay Duke Jay Duke's Morgan Stanley Experience 2000 - 2003
Job President, Titleist Golf Gear, Acushnet Company
Industry Consumer Goods
Experience
Acushnet Company December 2014 - Present
Hasbro 2012 - December 2014
Karhu Holdings BV 2008 - 2014
Karhu Holding B.V. 2008 - 2011
Converse 2005 - 2008
Converse 2003 - 2004
Morgan Stanley 2000 - 2003
Reebok Japan 1997 - 1999
Reebok 1994 - 1997
Reebok 1993 - 1994
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA
Boston College 1987 — 1991
BA
Acushnet Company December 2014 - Present
Hasbro 2012 - December 2014
Karhu Holdings BV 2008 - 2014
Karhu Holding B.V. 2008 - 2011
Converse 2005 - 2008
Converse 2003 - 2004
Morgan Stanley 2000 - 2003
Reebok Japan 1997 - 1999
Reebok 1994 - 1997
Reebok 1993 - 1994
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA
Boston College 1987 — 1991
BA
Brian Favat Brian Favat's Morgan Stanley Experience 2008 - 2009
Job Director, Ticketing Systems and Data Management, Stanford Athletics
Industry Sports
Experience
Vox Media, Inc. 2007 - 2015
Infosys Consulting, Inc. September 2010 - August 2013
Morgan Stanley 2008 - 2009
Morgan Stanley 2007 - 2008
Morgan Stanley 2006 - 2007
Morgan Stanley 2004 - 2006
Education
Northwestern University - Kellogg School of Management 2009 — 2010
MBA, Management & Strategy, Marketing, Media Management
Boston College 2000 — 2004
BS Management, Finance, Operations/Technology Management
Vox Media, Inc. 2007 - 2015
Infosys Consulting, Inc. September 2010 - August 2013
Morgan Stanley 2008 - 2009
Morgan Stanley 2007 - 2008
Morgan Stanley 2006 - 2007
Morgan Stanley 2004 - 2006
Education
Northwestern University - Kellogg School of Management 2009 — 2010
MBA, Management & Strategy, Marketing, Media Management
Boston College 2000 — 2004
BS Management, Finance, Operations/Technology Management
Diana Dale Diana Dale's Morgan Stanley Experience July 2007 - November 2008
Job CEO/Director of Interior Design
Industry Real Estate
Experience
Living Myth Design & Construction LLC October 2014 - Present
Stribling & Associates April 2014 - Present
Charles Rutenberg Realty Inc. July 2012 - April 2014
Eugema Management October 2010 - November 2013
Westfield April 2010 - October 2010
Susan Batson Studios January 2009 - 2009
Morgan Stanley July 2007 - November 2008
Skills
Real Estate, Project Management, Interior Design, Home Staging, Home Remodeling, Consulting, Microsoft Office, Advertising, Residential Homes, Property Management, Real Estate Development
Education
Tottenville High School 1995 — 1999
Borough of Manhattan Community College
Living Myth Design & Construction LLC October 2014 - Present
Stribling & Associates April 2014 - Present
Charles Rutenberg Realty Inc. July 2012 - April 2014
Eugema Management October 2010 - November 2013
Westfield April 2010 - October 2010
Susan Batson Studios January 2009 - 2009
Morgan Stanley July 2007 - November 2008
Skills
Real Estate, Project Management, Interior Design, Home Staging, Home Remodeling, Consulting, Microsoft Office, Advertising, Residential Homes, Property Management, Real Estate Development
Education
Tottenville High School 1995 — 1999
Borough of Manhattan Community College
John Petercuskie, APMA John Petercuskie, APMA's Morgan Stanley Experience August 2014 - Present
Job Client Service Associate at Graystone Consulting
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Janus Capital Group September 2011 - April 2014
Janus Capital Group June 2010 - September 2011
Skills
Series 7, Mutual Funds, Series 63, Territory Management, Salesforce.com, Microsoft Office, Variable Annuities, Sales, CRM
Education
North Carolina State University 2007 — 2009
Business Administration, Finance
Boston College 2005 — 2007
Morgan Stanley August 2014 - Present
Janus Capital Group September 2011 - April 2014
Janus Capital Group June 2010 - September 2011
Skills
Series 7, Mutual Funds, Series 63, Territory Management, Salesforce.com, Microsoft Office, Variable Annuities, Sales, CRM
Education
North Carolina State University 2007 — 2009
Business Administration, Finance
Boston College 2005 — 2007
Brian Thompson, CFA Brian Thompson, CFA's Morgan Stanley Experience March 2013 - Present
Job Manager at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley March 2013 - Present
BNY Mellon December 2010 - March 2013
BNY Mellon August 2008 - December 2010
Skills
Customer Relations, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Portfolio Management, Wealth Management, Microsoft Office, Portfolio Optimization, Rebalancing, Investment Policy..., Investment Management, Equities, Asset Management, Fixed Income, Mutual Funds, Finance, Hedge Funds, Bloomberg, Risk Management, Securities, Financial Services, Asset Allocation, Alternative Investments, Management
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Finance
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Accounting
Morgan Stanley March 2013 - Present
BNY Mellon December 2010 - March 2013
BNY Mellon August 2008 - December 2010
Skills
Customer Relations, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Portfolio Management, Wealth Management, Microsoft Office, Portfolio Optimization, Rebalancing, Investment Policy..., Investment Management, Equities, Asset Management, Fixed Income, Mutual Funds, Finance, Hedge Funds, Bloomberg, Risk Management, Securities, Financial Services, Asset Allocation, Alternative Investments, Management
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Finance
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Accounting
Dulio Denis's Morgan Stanley Experience 2009 - 2013
Job Senior Product Manager
Industry Computer Software
Experience
Dog on a Horse 2014 - 2014
Justworks, Inc. 2013 - 2013
Morgan Stanley 2009 - 2013
Citi 1997 - 2009
Software Services International 1992 - 1997
Apple 1990 - 1993
Skills
Cross-functional Team..., Software Development, Strategy, Management, Software Project..., Vendor Management, Testing, Integration, SDLC, IT Strategy, Business Intelligence, Objective-C, Project Planning, Business Analysis, Outsourcing, Cocoa, Enterprise Architecture, IT Management, Program Management, Risk Management, Cloud Computing, Project Portfolio..., PMO, Banking, Business Process, PMP, Agile Methodologies, Requirements Analysis, Architectures, Business Process..., Product Management, Swift
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
Bloc
iOS Apprenticeship
The Flatiron School
iOS Program
University of Illinois at Urbana-Champaign
Graduate Computer Science, Computer Software Engineering
Big Nerd Ranch
Advanced iOS Bootcamp
Columbia Engineering 1987 — 1992
BS, Computer Science
Dog on a Horse 2014 - 2014
Justworks, Inc. 2013 - 2013
Morgan Stanley 2009 - 2013
Citi 1997 - 2009
Software Services International 1992 - 1997
Apple 1990 - 1993
Skills
Cross-functional Team..., Software Development, Strategy, Management, Software Project..., Vendor Management, Testing, Integration, SDLC, IT Strategy, Business Intelligence, Objective-C, Project Planning, Business Analysis, Outsourcing, Cocoa, Enterprise Architecture, IT Management, Program Management, Risk Management, Cloud Computing, Project Portfolio..., PMO, Banking, Business Process, PMP, Agile Methodologies, Requirements Analysis, Architectures, Business Process..., Product Management, Swift
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
Bloc
iOS Apprenticeship
The Flatiron School
iOS Program
University of Illinois at Urbana-Champaign
Graduate Computer Science, Computer Software Engineering
Big Nerd Ranch
Advanced iOS Bootcamp
Columbia Engineering 1987 — 1992
BS, Computer Science
Nicholas M. Baglione III Nicholas M. Baglione III's Morgan Stanley Experience October 2014 - Present
Job Associate, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
New Jersey Business Finance Corp. May 2011 - October 2014
Bloomfield College February 2009 - December 2010
Skills
Financial Analysis, Credit Analysis, Financial Reporting, Credit, SBA 504, Financial Statement..., Credit Risk, Financial Risk, Financial Modeling, Banking, Cash Flow Forecasting, Portfolio Management, Corporate Finance, Loans, Finance, Risk Management, Investments, Mortgage Underwriting, Small Business Lending, Commercial Banking, Capital Markets, Fixed Income, Valuation, Goal oriented, strong..., Analysis, Accounting, Internal Audit, Financial Services, Cash Flow, Analytical Skills, Negotiation, Solid computer skills, Microsoft Excel, Dropbox, SharePoint, Communication, Business Writing, Business Analysis, Time Management, Quantitative Risk..., Collateral, ABS, CDO, Structured Finance
Education
Bloomfield College 2007 — 2011
Bachelor of Science (B.S.), Triple Major: Economics, Finance & Accounting, GPA: 3.7/4.0 (Magna Cum Laude)
Nutley High School 2002 — 2003
High School
Bloomfield High School 2000 — 2002
High School
Morgan Stanley October 2014 - Present
New Jersey Business Finance Corp. May 2011 - October 2014
Bloomfield College February 2009 - December 2010
Skills
Financial Analysis, Credit Analysis, Financial Reporting, Credit, SBA 504, Financial Statement..., Credit Risk, Financial Risk, Financial Modeling, Banking, Cash Flow Forecasting, Portfolio Management, Corporate Finance, Loans, Finance, Risk Management, Investments, Mortgage Underwriting, Small Business Lending, Commercial Banking, Capital Markets, Fixed Income, Valuation, Goal oriented, strong..., Analysis, Accounting, Internal Audit, Financial Services, Cash Flow, Analytical Skills, Negotiation, Solid computer skills, Microsoft Excel, Dropbox, SharePoint, Communication, Business Writing, Business Analysis, Time Management, Quantitative Risk..., Collateral, ABS, CDO, Structured Finance
Education
Bloomfield College 2007 — 2011
Bachelor of Science (B.S.), Triple Major: Economics, Finance & Accounting, GPA: 3.7/4.0 (Magna Cum Laude)
Nutley High School 2002 — 2003
High School
Bloomfield High School 2000 — 2002
High School
Annie Chor Annie Chor's Morgan Stanley Experience June 2005 - August 2005
Job Strategic Partnerships, Financial Institutions at World Economic Forum
Industry Nonprofit Organization Management
Experience
World Economic Forum August 2015 - Present
Education Pioneers June 2015 - August 2015
Barclays Capital September 2007 - June 2012
Barclays Capital June 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Skills
Strategy, Social Entrepreneurship, Management, Capital Markets, Analysis, Finance, Fixed Income, Microsoft Excel, Derivatives, Bloomberg, Microsoft Word, Options, Trading, Access, PowerPoint, Rates, SharePoint, Electronic Trading, Hedge Funds, Leadership
Education
Yale University - Yale School of Management 2014 — 2015
Master of Advanced Management, Social Entrepreneurship and International Development
IE Business School 2013 — 2014
Master of Business Administration (MBA), International Business
Boston College 2003 — 2007
B.S, Finance, Minor: International Studies, Human Development
University of International Business and Economics 2005 — 2005
Business, International Studies
World Economic Forum August 2015 - Present
Education Pioneers June 2015 - August 2015
Barclays Capital September 2007 - June 2012
Barclays Capital June 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Skills
Strategy, Social Entrepreneurship, Management, Capital Markets, Analysis, Finance, Fixed Income, Microsoft Excel, Derivatives, Bloomberg, Microsoft Word, Options, Trading, Access, PowerPoint, Rates, SharePoint, Electronic Trading, Hedge Funds, Leadership
Education
Yale University - Yale School of Management 2014 — 2015
Master of Advanced Management, Social Entrepreneurship and International Development
IE Business School 2013 — 2014
Master of Business Administration (MBA), International Business
Boston College 2003 — 2007
B.S, Finance, Minor: International Studies, Human Development
University of International Business and Economics 2005 — 2005
Business, International Studies
Cheryl Lovelace Cheryl Lovelace's Morgan Stanley Experience May 1999 - August 2005
Job Founder of Footprint
Industry Apparel & Fashion
Experience
Footprint January 2008 - Present
iCapital September 2005 - January 2008
Morgan Stanley May 1999 - August 2005
Skills
Investment Management, Business, Investments, Online Advertising, Financial Modeling, Business Development, Strategic Financial..., Product Management, Wealth Management, Retirement Planning, Portfolio Management, Strategic Planning, Asset Allocation, Financial Analysis, Marketing, Equities, New Business Development, Creative Direction, Mutual Funds, Entrepreneurship, Sales, Leadership
Education
Bond University 1993 — 1994
Bachelor of Arts (B.A.), Psychology
State University of New York College at Potsdam 1990 — 1994
BA, Pre-Med, Psychology, Social Services
Footprint January 2008 - Present
iCapital September 2005 - January 2008
Morgan Stanley May 1999 - August 2005
Skills
Investment Management, Business, Investments, Online Advertising, Financial Modeling, Business Development, Strategic Financial..., Product Management, Wealth Management, Retirement Planning, Portfolio Management, Strategic Planning, Asset Allocation, Financial Analysis, Marketing, Equities, New Business Development, Creative Direction, Mutual Funds, Entrepreneurship, Sales, Leadership
Education
Bond University 1993 — 1994
Bachelor of Arts (B.A.), Psychology
State University of New York College at Potsdam 1990 — 1994
BA, Pre-Med, Psychology, Social Services
Peter Gallagher's Morgan Stanley Experience 2011 - 2012
Job Managing Director, Corporate Communications at Cushman & Wakefield
Industry Financial Services
Experience
Cushman & Wakefield 2013 - 2015
Morgan Stanley 2011 - 2012
Dow Jones Investment Banker 2010 - 2011
Barclays Capital/Lehman Brothers 2006 - 2008
Lehman Brothers 2004 - 2006
UBS Investment Bank/PaineWebber Incorporated 1996 - 2004
U.S. Bancorp Piper Jaffray 2000 - 2001
Lazard Freres & Co. LLC 1998 - 1999
The Chase Manhattan Bank 1987 - 1996
Cappy Productions, Inc. July 1984 - August 1984
Skills
Equities, Private Equity, Corporate Finance, Equity Research, Venture Capital, Corporate Communications, Investor Relations, Finance, Series 7, Series 63, Equity Trading, Mergers, IPO, Research, Series 24, Specialist Sales, Financial Media, Idea Generation, Financial Writer, Executive Communications, Communication Training, Research Product..., Corporate Access, Content, Equity Sales, Earnings Due Diligence, Volcker Rule, Twitter, Columnist, M&A, Desk Analyst, Morning Call, Monetizing Content, Thematic Investing, Multi-product Outcomes, Cross Product, Speech Writing, Editing, Communications Plans, Mergers & Acquisitions, Investments, Fixed Income, Portfolio Management
Education
Boston College 1983 — 1987
Bachelor of Arts, Economics & History
Regis High School 1979 — 1983
Cushman & Wakefield 2013 - 2015
Morgan Stanley 2011 - 2012
Dow Jones Investment Banker 2010 - 2011
Barclays Capital/Lehman Brothers 2006 - 2008
Lehman Brothers 2004 - 2006
UBS Investment Bank/PaineWebber Incorporated 1996 - 2004
U.S. Bancorp Piper Jaffray 2000 - 2001
Lazard Freres & Co. LLC 1998 - 1999
The Chase Manhattan Bank 1987 - 1996
Cappy Productions, Inc. July 1984 - August 1984
Skills
Equities, Private Equity, Corporate Finance, Equity Research, Venture Capital, Corporate Communications, Investor Relations, Finance, Series 7, Series 63, Equity Trading, Mergers, IPO, Research, Series 24, Specialist Sales, Financial Media, Idea Generation, Financial Writer, Executive Communications, Communication Training, Research Product..., Corporate Access, Content, Equity Sales, Earnings Due Diligence, Volcker Rule, Twitter, Columnist, M&A, Desk Analyst, Morning Call, Monetizing Content, Thematic Investing, Multi-product Outcomes, Cross Product, Speech Writing, Editing, Communications Plans, Mergers & Acquisitions, Investments, Fixed Income, Portfolio Management
Education
Boston College 1983 — 1987
Bachelor of Arts, Economics & History
Regis High School 1979 — 1983
Petrina Roberts's Morgan Stanley Experience November 2009 - November 2013
Job Administrative Assistant at RBC
Industry Banking
Experience
RBC November 2013 - Present
Morgan Stanley November 2009 - November 2013
Lehman Brothers September 2008 - November 2013
Skills
Customer Service, Microsoft Office, Banking, Management, Microsoft Word, PowerPoint, Sales, Credit, Teamwork, Time Management, AutoCAD, Card Scan, Concur, Microsoft Excel, Research, Employee Training
Education
Borough of Manhattan Community College
Associate's degree, Office Operations
RBC November 2013 - Present
Morgan Stanley November 2009 - November 2013
Lehman Brothers September 2008 - November 2013
Skills
Customer Service, Microsoft Office, Banking, Management, Microsoft Word, PowerPoint, Sales, Credit, Teamwork, Time Management, AutoCAD, Card Scan, Concur, Microsoft Excel, Research, Employee Training
Education
Borough of Manhattan Community College
Associate's degree, Office Operations
Serhat Oztop's Morgan Stanley Experience June 2007 - August 2007
Job Associate Principal at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company February 2011 - Present
Morgan Stanley June 2007 - August 2007
McKinsey&Company March 2006 - August 2006
McKinsey&Company September 2003 - February 2006
Skills
Management Consulting, Financial Modeling, Strategy, Business Strategy, Corporate Development, Market Analysis, Process Engineering, Operational Risk..., Regulatory Affairs, Change Management, Performance Management, Wealth Management, Retail Banking, Residential Mortgages, Mortgage Servicing, Third Party Vendor..., Internal Controls, Mergers & Acquisitions, Acquisition Integration, Process Optimization
Education
Harvard Business School 2006 — 2008
MBA
Boğaziçi University 1999 — 2003
BA
McKinsey & Company February 2011 - Present
Morgan Stanley June 2007 - August 2007
McKinsey&Company March 2006 - August 2006
McKinsey&Company September 2003 - February 2006
Skills
Management Consulting, Financial Modeling, Strategy, Business Strategy, Corporate Development, Market Analysis, Process Engineering, Operational Risk..., Regulatory Affairs, Change Management, Performance Management, Wealth Management, Retail Banking, Residential Mortgages, Mortgage Servicing, Third Party Vendor..., Internal Controls, Mergers & Acquisitions, Acquisition Integration, Process Optimization
Education
Harvard Business School 2006 — 2008
MBA
Boğaziçi University 1999 — 2003
BA
Ron Rose's Morgan Stanley Experience October 2002 - Present
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley October 2002 - Present
Bristol-Myers Squibb 1997 - 2002
Bristol-Myers Squibb 1993 - 1996
Bristol-Myers Squibb 1987 - 1993
B-MS 1985 - 1987
BASF 1979 - 1985
Union Carbide 1972 - 1979
Education
Bloomfield College 1980 — 1984
BS, Business
Bishop's College 1964 — 1968
New York Business School
New York Business School
New York Business School
Morgan Stanley October 2002 - Present
Bristol-Myers Squibb 1997 - 2002
Bristol-Myers Squibb 1993 - 1996
Bristol-Myers Squibb 1987 - 1993
B-MS 1985 - 1987
BASF 1979 - 1985
Union Carbide 1972 - 1979
Education
Bloomfield College 1980 — 1984
BS, Business
Bishop's College 1964 — 1968
New York Business School
New York Business School
New York Business School
Harish Pallila's Morgan Stanley Experience August 2012 - August 2014
Job
Industry Computer Software
Experience
Bank of America August 2014 - Present
Morgan Stanley August 2012 - August 2014
Goldman Sachs April 2011 - November 2011
Credit Suisse January 2008 - April 2011
Bank of America 2007 - 2008
Citigroup 2006 - 2007
Skills
Java Enterprise Edition, Weblogic, Spring, Sybase, Java, Trading, SOA, Hibernate, JUnit, Spring Framework
Education
Birla Institute of Technology and Science, Pilani
Bachelors
Bank of America August 2014 - Present
Morgan Stanley August 2012 - August 2014
Goldman Sachs April 2011 - November 2011
Credit Suisse January 2008 - April 2011
Bank of America 2007 - 2008
Citigroup 2006 - 2007
Skills
Java Enterprise Edition, Weblogic, Spring, Sybase, Java, Trading, SOA, Hibernate, JUnit, Spring Framework
Education
Birla Institute of Technology and Science, Pilani
Bachelors
Morgan Hagerty's Morgan Stanley Experience 2008 - April 2011
Job Vice President at CE2 Capital Partners
Industry Investment Management
Experience
CE2 Capital Partners May 2011 - Present
Morgan Stanley 2008 - April 2011
Morgan Stanley 2007 - 2007
EDF Trading 2006 - 2006
Trust for Public Land 2003 - 2005
Dresdner Kleinwort Wasserstein 2002 - 2003
Education
Duke University 2005 — 2008
MBA, MEM, Finance, Energy
Boston College 1998 — 2002
BS, Economics, Geology
CE2 Capital Partners May 2011 - Present
Morgan Stanley 2008 - April 2011
Morgan Stanley 2007 - 2007
EDF Trading 2006 - 2006
Trust for Public Land 2003 - 2005
Dresdner Kleinwort Wasserstein 2002 - 2003
Education
Duke University 2005 — 2008
MBA, MEM, Finance, Energy
Boston College 1998 — 2002
BS, Economics, Geology
Tevfik Peker's Morgan Stanley Experience May 2010 - Present
Job
Industry Financial Services
Experience
Morgan Stanley May 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers August 2008 - September 2008
Booz Allen Hamilton - Chicago June 2007 - August 2007
Turkcell January 2006 - August 2007
Ford Motor Company July 2002 - March 2004
Skills
Financial Modeling, Business Strategy, Fixed Income, Financial Analysis, Valuation
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA
Boğaziçi University 2000 — 2002
MSc.
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1996 — 2000
BSc.
Morgan Stanley May 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers August 2008 - September 2008
Booz Allen Hamilton - Chicago June 2007 - August 2007
Turkcell January 2006 - August 2007
Ford Motor Company July 2002 - March 2004
Skills
Financial Modeling, Business Strategy, Fixed Income, Financial Analysis, Valuation
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA
Boğaziçi University 2000 — 2002
MSc.
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1996 — 2000
BSc.
Sanjay Phanse's Morgan Stanley Experience 2013 - 2014
Job
Industry Management Consulting
Experience
Deutsche Bank August 2014 - Present
Quantum Business Solutions, Inc August 2000 - Present
Knowledgent August 2013 - March 2014
Morgan Stanley 2013 - 2014
Barclays January 2012 - September 2013
TD Bank March 2011 - August 2011
TD Ameritrade 2009 - 2011
Bank of America 2008 - 2009
JPMorgan Chase February 2007 - September 2008
The Bank Of New York January 2004 - February 2007
Skills
Program Management, Integration, Business Analysis, Product Management, Enterprise Architecture, CRM, Management Consulting, Process Improvement, Management, Consulting, Data Warehousing, Software Project..., Financial Services, Leadership, Analytics, Risk Management, Software Development, Business Process..., IT Strategy, Strategy, PMO, Solution Architecture, SDLC, Information Technology, PMP, Resource Management, Business Intelligence, Project Management, Project Portfolio..., Change Management, Team Management, Cross-functional Team..., Vendor Management, Banking, Requirements Analysis, Training, Business Process, Governance, Business Transformation, Outsourcing, Business Process..., Asset Management, Fixed Income, Equities, Compliance, Trade Compliance, Derivatives, Data Analytics, Mutual Funds, Risk Assessment
Education
University of Pennsylvania - Wharton School & Penn Engineering 2004 — 2007
MSE
Birla Institute of Technology and Science
M.M.S.
Birla Institute of Technology and Science, Pilani
B.E. (HONS)
Deutsche Bank August 2014 - Present
Quantum Business Solutions, Inc August 2000 - Present
Knowledgent August 2013 - March 2014
Morgan Stanley 2013 - 2014
Barclays January 2012 - September 2013
TD Bank March 2011 - August 2011
TD Ameritrade 2009 - 2011
Bank of America 2008 - 2009
JPMorgan Chase February 2007 - September 2008
The Bank Of New York January 2004 - February 2007
Skills
Program Management, Integration, Business Analysis, Product Management, Enterprise Architecture, CRM, Management Consulting, Process Improvement, Management, Consulting, Data Warehousing, Software Project..., Financial Services, Leadership, Analytics, Risk Management, Software Development, Business Process..., IT Strategy, Strategy, PMO, Solution Architecture, SDLC, Information Technology, PMP, Resource Management, Business Intelligence, Project Management, Project Portfolio..., Change Management, Team Management, Cross-functional Team..., Vendor Management, Banking, Requirements Analysis, Training, Business Process, Governance, Business Transformation, Outsourcing, Business Process..., Asset Management, Fixed Income, Equities, Compliance, Trade Compliance, Derivatives, Data Analytics, Mutual Funds, Risk Assessment
Education
University of Pennsylvania - Wharton School & Penn Engineering 2004 — 2007
MSE
Birla Institute of Technology and Science
M.M.S.
Birla Institute of Technology and Science, Pilani
B.E. (HONS)
Anuj A. Shah's Morgan Stanley Experience 2011 - Present
Job Executive Director, Head of Strategy & Business Management, Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
Skills
Wealth Management, Strategy, High Net Worth..., Business Strategy, Impact Investing, NextGen, Management, Portfolio Management, Investments, Capital Markets, Analysis, Finance, Financial Analysis, Asset Allocation, Equities, Fixed Income, Emerging Markets, Series 7, Strategic Financial..., Management Consulting, Financial Services, Executive Management, Financial Markets, Relationship Management, Corporate Development, Economics, Due Diligence, Investment Management, Leadership, Financial Modeling, Asset Management, Valuation, Risk Management, Project Management, Socially Responsible..., Millennials, Frontier Markets, South Asia, Corporate Strategy...
Education
Columbia University - School of International and Public Affairs 2004 — 2005
Master of International Affairs
Boston College 1993 — 1997
Bachelor of Science
Morgan Stanley 2011 - Present
Skills
Wealth Management, Strategy, High Net Worth..., Business Strategy, Impact Investing, NextGen, Management, Portfolio Management, Investments, Capital Markets, Analysis, Finance, Financial Analysis, Asset Allocation, Equities, Fixed Income, Emerging Markets, Series 7, Strategic Financial..., Management Consulting, Financial Services, Executive Management, Financial Markets, Relationship Management, Corporate Development, Economics, Due Diligence, Investment Management, Leadership, Financial Modeling, Asset Management, Valuation, Risk Management, Project Management, Socially Responsible..., Millennials, Frontier Markets, South Asia, Corporate Strategy...
Education
Columbia University - School of International and Public Affairs 2004 — 2005
Master of International Affairs
Boston College 1993 — 1997
Bachelor of Science
Ahmet Sarac's Morgan Stanley Experience June 2014 - Present
Job Lead Genesys Engineer
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Independent Consultant August 2013 - June 2014
Genesys February 2012 - August 2013
Alcatel-Lucent June 2002 - February 2012
Toyota Financial Services 2005 - 2006
Skills
VoIP, Telecommunications, IP, Wireless, SIP, Ethernet, Genesys, TCP/IP, Routing, CTI, Linux, IVR, Solution Architecture, Call Center, PABX, ACD, CCD, QoS, Telephony, Contact Centers, Managed Services, Professional Services, OSPF, Sales Engineering, WAN, Mobile Devices, Voice Mail, System Deployment, Avaya, Call Centers, Enterprise Software, Troubleshooting, H.323, ISDN, Cloud Computing, Workforce Management, Testing, Networking, Call Logging, Video Conferencing, Speech Recognition, SaaS, SIP Trunking, IP PBX, Unified Messaging, Go-to-market Strategy, Leadership, Avaya Technologies
Education
Georgian Technical University 1995 — 1996
Master's degree, Computer Science
Boğaziçi University 1989 — 1993
BA, EE
George Mason University 1988 — 1989
EE &CS Department
Morgan Stanley June 2014 - Present
Independent Consultant August 2013 - June 2014
Genesys February 2012 - August 2013
Alcatel-Lucent June 2002 - February 2012
Toyota Financial Services 2005 - 2006
Skills
VoIP, Telecommunications, IP, Wireless, SIP, Ethernet, Genesys, TCP/IP, Routing, CTI, Linux, IVR, Solution Architecture, Call Center, PABX, ACD, CCD, QoS, Telephony, Contact Centers, Managed Services, Professional Services, OSPF, Sales Engineering, WAN, Mobile Devices, Voice Mail, System Deployment, Avaya, Call Centers, Enterprise Software, Troubleshooting, H.323, ISDN, Cloud Computing, Workforce Management, Testing, Networking, Call Logging, Video Conferencing, Speech Recognition, SaaS, SIP Trunking, IP PBX, Unified Messaging, Go-to-market Strategy, Leadership, Avaya Technologies
Education
Georgian Technical University 1995 — 1996
Master's degree, Computer Science
Boğaziçi University 1989 — 1993
BA, EE
George Mason University 1988 — 1989
EE &CS Department
Eric Tardif's Morgan Stanley Experience January 2006 - January 2009
Job Partner at Maravai Life Sciences
Industry Medical Devices
Experience
Maravai Life Sciences March 2014 - Present
Hologic January 2013 - September 2013
Hologic, Inc. August 2012 - January 2013
Gen Probe January 2009 - August 2012
Morgan Stanley January 2006 - January 2009
Skills
Corporate Development, Mergers, Corporate Finance, Financial Analysis, Business Strategy, Private Equity, Valuation, Investment Banking, Strategic Planning, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MSF, Finance
The University of British Columbia 1993 — 1994
Master of Business Administration (MBA)
Bishop's University 1986 — 1990
BA, Business
Maravai Life Sciences March 2014 - Present
Hologic January 2013 - September 2013
Hologic, Inc. August 2012 - January 2013
Gen Probe January 2009 - August 2012
Morgan Stanley January 2006 - January 2009
Skills
Corporate Development, Mergers, Corporate Finance, Financial Analysis, Business Strategy, Private Equity, Valuation, Investment Banking, Strategic Planning, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MSF, Finance
The University of British Columbia 1993 — 1994
Master of Business Administration (MBA)
Bishop's University 1986 — 1990
BA, Business
Douglas Cartwright's Morgan Stanley Experience May 1997 - April 2003
Job Experience Specialist at Verizon Wireless
Industry Retail
Experience
Verizon Wireless June 2013 - Present
Quilt Barn Apparel and Graphics September 2008 - January 2015
TriCor Financial LLC June 2010 - August 2012
Merrill Lynch October 2008 - June 2010
Wells Fargo Investments April 2003 - October 2008
Morgan Stanley May 1997 - April 2003
Skills
Sales Management, Financial Analysis, Account Management, Highly motivated..., Direct Sales, Negotiation, Written & Oral..., Microsoft Office, Illustrator, Financial Services, District Sales..., Recruiting, Organization, Mutual Funds, Marketing, Management, Investment Advisory, Asset Allocation, Alternative Investments, Retirement Planning, Public Speaking, Customer Service, Sales, Team Building, Leadership, Sales Process, Customer Retention, Strategic Planning, Training
Education
Western Governors University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Boise State University 1994 — 1997
BS Political Science, Political Science and Government
Utah State University 1990 — 1993
Soda Springs High School 1986 — 1990
Verizon Wireless June 2013 - Present
Quilt Barn Apparel and Graphics September 2008 - January 2015
TriCor Financial LLC June 2010 - August 2012
Merrill Lynch October 2008 - June 2010
Wells Fargo Investments April 2003 - October 2008
Morgan Stanley May 1997 - April 2003
Skills
Sales Management, Financial Analysis, Account Management, Highly motivated..., Direct Sales, Negotiation, Written & Oral..., Microsoft Office, Illustrator, Financial Services, District Sales..., Recruiting, Organization, Mutual Funds, Marketing, Management, Investment Advisory, Asset Allocation, Alternative Investments, Retirement Planning, Public Speaking, Customer Service, Sales, Team Building, Leadership, Sales Process, Customer Retention, Strategic Planning, Training
Education
Western Governors University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Boise State University 1994 — 1997
BS Political Science, Political Science and Government
Utah State University 1990 — 1993
Soda Springs High School 1986 — 1990
Claudia Day, LEED AP, CI+D's Morgan Stanley Experience September 2000 - August 2002
Job Sales Manager at OEC
Industry Furniture
Experience
OEC March 2010 - Present
Office Pavilion September 2002 - February 2010
Morgan Stanley September 2000 - August 2002
Office Pavilion January 1996 - February 1998
Education
Marylhurst University 2010 — 2011
MBA, MBA in Sustainable Business
Boise State University 1980 — 1985
OEC March 2010 - Present
Office Pavilion September 2002 - February 2010
Morgan Stanley September 2000 - August 2002
Office Pavilion January 1996 - February 1998
Education
Marylhurst University 2010 — 2011
MBA, MBA in Sustainable Business
Boise State University 1980 — 1985
James Singer's Morgan Stanley Experience March 2007 - 2015
Job Corporate Finance Professional
Industry Investment Banking
Experience
Morgan Stanley March 2007 - 2015
Accenture June 2005 - March 2007
Stern Stewart & Co. July 1998 - April 2005
Skills
Financial Analysis, Valuation, Corporate Finance, Performance Management, Due Diligence, Corporate Development, Mergers & Acquisitions, Investment Banking, Strategy, Capital Markets, Financial Modeling, Equity Research, Hedge Funds, Private Equity, Equities, Finance, Management
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Strategy
Boston College 1988 — 1992
B.S., Finance
Morgan Stanley March 2007 - 2015
Accenture June 2005 - March 2007
Stern Stewart & Co. July 1998 - April 2005
Skills
Financial Analysis, Valuation, Corporate Finance, Performance Management, Due Diligence, Corporate Development, Mergers & Acquisitions, Investment Banking, Strategy, Capital Markets, Financial Modeling, Equity Research, Hedge Funds, Private Equity, Equities, Finance, Management
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Strategy
Boston College 1988 — 1992
B.S., Finance
Goke Akingbade's Morgan Stanley Experience October 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
J.P. Morgan November 2012 - October 2014
Mercer Investments July 2010 - September 2012
Taylor Companies September 2009 - May 2010
BENNETT GROUP FINANCIAL SERVICES May 2009 - August 2009
Skills
Analysis, Portfolio Management, Investments, Finance, Financial Analysis, Investment Banking, Equities
Education
The George Washington University - School of Business 2007 — 2010
Bachelor of Business Administration, Finance and International Business
Bond University 2008 — 2008
BBA, Finance
Morgan Stanley October 2014 - Present
J.P. Morgan November 2012 - October 2014
Mercer Investments July 2010 - September 2012
Taylor Companies September 2009 - May 2010
BENNETT GROUP FINANCIAL SERVICES May 2009 - August 2009
Skills
Analysis, Portfolio Management, Investments, Finance, Financial Analysis, Investment Banking, Equities
Education
The George Washington University - School of Business 2007 — 2010
Bachelor of Business Administration, Finance and International Business
Bond University 2008 — 2008
BBA, Finance
Rathi Raja's Morgan Stanley Experience June 1981 - June 1989
Job Executive Director, Young Indian Culture Group, Inc.
Industry Civic & Social Organization
Experience
Young Indian Culture Group, Inc. 1994 - Present
Morgan Stanley June 1981 - June 1989
Tata Consultancy Services June 1980 - June 1981
Skills
Social Entrepreneurship, Social Enterprise, Entrepreneurship, Management Consulting, Business Strategy, Strategic Planning, Business Planning, Start-ups, Non-profit Consulting, Program Management, Marketing Strategy, Business Development, Fundraising, Strategy, Non-profits, Public Speaking, Wellness Coaching, Spiritual Counselor, Team Spirit
Education
Indian Institute of Management, Calcutta 1978 — 1980
Birla Institute of Technology and Science 1977 — 1978
MMS, Management Science
Mount Carmel College, Bangalore 1974 — 1977
Bachelor of Science (BS), Physics & Math
Maharani Gayatri Devi Jaipur 1970 — 1973
ISC, Physical Sciences, 12
Young Indian Culture Group, Inc. 1994 - Present
Morgan Stanley June 1981 - June 1989
Tata Consultancy Services June 1980 - June 1981
Skills
Social Entrepreneurship, Social Enterprise, Entrepreneurship, Management Consulting, Business Strategy, Strategic Planning, Business Planning, Start-ups, Non-profit Consulting, Program Management, Marketing Strategy, Business Development, Fundraising, Strategy, Non-profits, Public Speaking, Wellness Coaching, Spiritual Counselor, Team Spirit
Education
Indian Institute of Management, Calcutta 1978 — 1980
Birla Institute of Technology and Science 1977 — 1978
MMS, Management Science
Mount Carmel College, Bangalore 1974 — 1977
Bachelor of Science (BS), Physics & Math
Maharani Gayatri Devi Jaipur 1970 — 1973
ISC, Physical Sciences, 12
Anthony Moye''s Morgan Stanley Experience January 2010 - July 2010
Job Sr. Telecommunications Engineer/ Project Manager
Industry Telecommunications
Donnie Atis's Morgan Stanley Experience May 2003 - Present
Job Operations Manager at Morgan Stanley
Industry Insurance
Experience
Morgan Stanley May 2003 - Present
Skills
Series 63, Equities, Series 7, Mutual Funds, Relationship Management, Securities, Financial Services, Fixed Income, Leadership, Wealth Management, Retirement Planning, Fixed Annuities, Risk Management, Investments, Hedge Funds, FINRA, Asset Management, Retirement, Capital Markets, Derivatives, Alternative Investments, Portfolio Management, Series 24, Insurance, Financial Risk
Education
Bloomfield College 1995 — 2000
Morgan Stanley May 2003 - Present
Skills
Series 63, Equities, Series 7, Mutual Funds, Relationship Management, Securities, Financial Services, Fixed Income, Leadership, Wealth Management, Retirement Planning, Fixed Annuities, Risk Management, Investments, Hedge Funds, FINRA, Asset Management, Retirement, Capital Markets, Derivatives, Alternative Investments, Portfolio Management, Series 24, Insurance, Financial Risk
Education
Bloomfield College 1995 — 2000
John Serena's Morgan Stanley Experience February 2007 - May 2009
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2014 - Present
J.P. Morgan September 2012 - December 2013
J.P. Morgan August 2011 - September 2012
Hahn Brothers May 2009 - August 2011
Morgan Stanley February 2007 - May 2009
IBM Global Financing 2002 - 2006
IBM Global Financing 2000 - 2002
IBM Global Financing 1999 - 2000
IBM 1996 - 1999
General Electric Capital September 1997 - May 1998
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
Master of Business Administration (M.B.A.)
Boston College 1983 — 1987
BS, Finance
JPMorgan Chase & Co. January 2014 - Present
J.P. Morgan September 2012 - December 2013
J.P. Morgan August 2011 - September 2012
Hahn Brothers May 2009 - August 2011
Morgan Stanley February 2007 - May 2009
IBM Global Financing 2002 - 2006
IBM Global Financing 2000 - 2002
IBM Global Financing 1999 - 2000
IBM 1996 - 1999
General Electric Capital September 1997 - May 1998
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
Master of Business Administration (M.B.A.)
Boston College 1983 — 1987
BS, Finance
Timothy Fullington's Morgan Stanley Experience July 2000 - June 2004
Job Senior Systems Analyst at Reckitt Benckiser
Industry Information Technology and Services
Experience
Reckitt Benckiser April 2013 - Present
Morgan Stanley Wealth Management June 2004 - November 2012
Morgan Stanley July 2000 - June 2004
Fixed Income/FX/Commodities January 2000 - July 2000
Citi January 1998 - January 2000
Skills
Vendor Management, Process Improvement, Management, Service Delivery, Disaster Recovery, Risk Management, Business Analysis, Fixed Income, Data Center, Incident Management, Software Documentation, Outsourcing, Technical Support, Project Management, Troubleshooting, Visio, Help Desk Support, ITIL, IT Management, Citrix, IT Service Management, System Administration, Infrastructure
Education
Bloomsburg University
Business Administration
Bloomsburg University of Pennsylvania
Reckitt Benckiser April 2013 - Present
Morgan Stanley Wealth Management June 2004 - November 2012
Morgan Stanley July 2000 - June 2004
Fixed Income/FX/Commodities January 2000 - July 2000
Citi January 1998 - January 2000
Skills
Vendor Management, Process Improvement, Management, Service Delivery, Disaster Recovery, Risk Management, Business Analysis, Fixed Income, Data Center, Incident Management, Software Documentation, Outsourcing, Technical Support, Project Management, Troubleshooting, Visio, Help Desk Support, ITIL, IT Management, Citrix, IT Service Management, System Administration, Infrastructure
Education
Bloomsburg University
Business Administration
Bloomsburg University of Pennsylvania
Robyn Sharpe's Morgan Stanley Experience January 2005 - January 2008
Job Financial Services Professional/Client Service Relations
Industry Financial Services
Experience
E*Trade Financial 2008 - Present
Morgan Stanley January 2005 - January 2008
Morgan Stanley January 2002 - January 2005
Morgan Stanley January 1999 - January 2002
Skills
Mutual Funds, 401k, Business Analysis, Investments, Marketing, Management, Retirement Planning, Retirement, Account Management, CRM
Education
Bloomfield College
E*Trade Financial 2008 - Present
Morgan Stanley January 2005 - January 2008
Morgan Stanley January 2002 - January 2005
Morgan Stanley January 1999 - January 2002
Skills
Mutual Funds, 401k, Business Analysis, Investments, Marketing, Management, Retirement Planning, Retirement, Account Management, CRM
Education
Bloomfield College
Jason Vavra, CPA, PFS's Morgan Stanley Experience February 2000 - July 2002
Job Investment Manager, Financial Advisor, NonProfit Treasurer and Credit Union board Chairman
Industry Financial Services
Experience
VCM Wealth August 2007 - Present
The Griffin Gives Foundation December 2011 - Present
PricewaterhouseCoopers July 2003 - September 2007
Century Securities Associates August 2002 - August 2007
Morgan Stanley February 2000 - July 2002
Reliance Insurance Company September 1995 - February 2000
Education
Bloomsburg University of Pennsylvania 1990 — 1995
BS, Accounting
VCM Wealth August 2007 - Present
The Griffin Gives Foundation December 2011 - Present
PricewaterhouseCoopers July 2003 - September 2007
Century Securities Associates August 2002 - August 2007
Morgan Stanley February 2000 - July 2002
Reliance Insurance Company September 1995 - February 2000
Education
Bloomsburg University of Pennsylvania 1990 — 1995
BS, Accounting
Pranesh Sundararajan's Morgan Stanley Experience January 2012 - June 2013
Job Quantitative Strategist at BlueMountain Capital Management LP
Industry Financial Services
Experience
BlueMountain Capital Management LP July 2013 - Present
Morgan Stanley January 2012 - June 2013
Morgan Stanley July 2009 - December 2011
Education
Massachusetts Institute of Technology 2005 — 2009
PhD, Physics
Birla Institute of Technology and Science, Pilani 2000 — 2005
M.Sc., B.E., Physics, Electrical Engg
BlueMountain Capital Management LP July 2013 - Present
Morgan Stanley January 2012 - June 2013
Morgan Stanley July 2009 - December 2011
Education
Massachusetts Institute of Technology 2005 — 2009
PhD, Physics
Birla Institute of Technology and Science, Pilani 2000 — 2005
M.Sc., B.E., Physics, Electrical Engg
Caroline Dunwoody's Morgan Stanley Experience June 2014 - Present
Job Vice President Attorney at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley June 2014 - Present
Duane Morris LLP May 2010 - June 2014
Skills
Litigation, Commercial Litigation, Civil Litigation, Legal Research, Appeals, Legal Writing, Class Actions, Arbitration, Corporate Law, Courts, Trade Secrets, Trials, Product Liability, Intellectual Property, Westlaw
Education
Fordham University School of Law 2006 — 2009
Doctor of Law (J.D.)
Boston College 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Morgan Stanley June 2014 - Present
Duane Morris LLP May 2010 - June 2014
Skills
Litigation, Commercial Litigation, Civil Litigation, Legal Research, Appeals, Legal Writing, Class Actions, Arbitration, Corporate Law, Courts, Trade Secrets, Trials, Product Liability, Intellectual Property, Westlaw
Education
Fordham University School of Law 2006 — 2009
Doctor of Law (J.D.)
Boston College 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Charles Lau's Morgan Stanley Experience August 2005 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Morgan Stanley August 2005 - Present
Ariba August 2003 - August 2005
CCP Global July 2000 - August 2003
HSO 1998 - 2000
Skills
Java, JavaScript, XML, HTML5, SQL, Perl, KDB+, Scala, Python, Ariba, Business Process, Strategy, Program Management, Business Analysis, ERP, Business Process..., SDLC, Analysis, Vendor Management, CRM
Education
Boston College 1994 — 1998
BS
Morgan Stanley August 2005 - Present
Ariba August 2003 - August 2005
CCP Global July 2000 - August 2003
HSO 1998 - 2000
Skills
Java, JavaScript, XML, HTML5, SQL, Perl, KDB+, Scala, Python, Ariba, Business Process, Strategy, Program Management, Business Analysis, ERP, Business Process..., SDLC, Analysis, Vendor Management, CRM
Education
Boston College 1994 — 1998
BS
Mariella Talleyrand's Morgan Stanley Experience October 1994 - February 2005
Job Trademark Administrator at HBO
Industry Entertainment
Experience
HBO June 2014 - Present
HBO December 2010 - June 2014
Turner Broadcasting December 2007 - December 2010
Employees’ Retirement System of Georgia October 2006 - May 2007
JP Morgan Chase February 2005 - May 2006
Morgan Stanley October 1994 - February 2005
DOAR Communication March 2000 - November 2000
PaineWebber Incorporated July 1990 - September 1994
Education
DeVry University 2010 — 2011
BA
Columbia College of Missouri 2005 — 2006
Western International University 2004 — 2005
Borough of Manhattan Community College 1992 — 1994
The Wood School 1990 — 1991
Diploma
HBO June 2014 - Present
HBO December 2010 - June 2014
Turner Broadcasting December 2007 - December 2010
Employees’ Retirement System of Georgia October 2006 - May 2007
JP Morgan Chase February 2005 - May 2006
Morgan Stanley October 1994 - February 2005
DOAR Communication March 2000 - November 2000
PaineWebber Incorporated July 1990 - September 1994
Education
DeVry University 2010 — 2011
BA
Columbia College of Missouri 2005 — 2006
Western International University 2004 — 2005
Borough of Manhattan Community College 1992 — 1994
The Wood School 1990 — 1991
Diploma
Melvinia Harris's Morgan Stanley Experience 1980 - 2010
Job Independent Telecommunications Professional
Industry Telecommunications
Experience
Forest City Ratner Companies 2000 - 2010
Morgan Stanley 1980 - 2010
Verizon May 1971 - December 2001
NYA ENTERTAINMENT 2000 - 2000
ADRESSAGRAPH MULTIGRAPH CORP 1969 - 1971
Education
Marymount Manhattan College 1992 — 1997
BA, COMMUNICATIONS ARTS
Borough of Manhattan Community College 1989 — 1992
AS, COMMUNICATIONS
Forest City Ratner Companies 2000 - 2010
Morgan Stanley 1980 - 2010
Verizon May 1971 - December 2001
NYA ENTERTAINMENT 2000 - 2000
ADRESSAGRAPH MULTIGRAPH CORP 1969 - 1971
Education
Marymount Manhattan College 1992 — 1997
BA, COMMUNICATIONS ARTS
Borough of Manhattan Community College 1989 — 1992
AS, COMMUNICATIONS
Leslie Grano de oro's Morgan Stanley Experience 2012 - Present
Job Executive Assistant/ Event Planner
Industry Banking
Experience
Morgan Stanley 2012 - Present
S. A. Events, LLC March 2011 - September 2012
LibertyPointe Bank October 2007 - June 2009
Merrill Lynch December 2005 - June 2007
The Vidal Partnership June 2004 - August 2005
Berenter Greenhouse & Webster March 1999 - September 2000
Skills
Microsoft Office 2007, Salesforce.com, Quickbooks, Event Planning, Social Media, Advertising, Marketing Communications, Microsoft Office, QuickBooks, Human Resources, Leadership, Management, Public Relations
Education
Brooklyn College
BS, Business Management & Finance
Borough of Manhattan Community College
AAS, Business Management & Marketing
Hofstra University
Morgan Stanley 2012 - Present
S. A. Events, LLC March 2011 - September 2012
LibertyPointe Bank October 2007 - June 2009
Merrill Lynch December 2005 - June 2007
The Vidal Partnership June 2004 - August 2005
Berenter Greenhouse & Webster March 1999 - September 2000
Skills
Microsoft Office 2007, Salesforce.com, Quickbooks, Event Planning, Social Media, Advertising, Marketing Communications, Microsoft Office, QuickBooks, Human Resources, Leadership, Management, Public Relations
Education
Brooklyn College
BS, Business Management & Finance
Borough of Manhattan Community College
AAS, Business Management & Marketing
Hofstra University
Stacy McCann's Morgan Stanley Experience February 1999 - Present
Job Senior Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 1999 - Present
Skills
Business Analysis, Process Improvement, Analysis, Team Leadership, Requirements Analysis, Alternative Investments, Mutual Funds, Problem Solving, Asset Management, Client Service, Financial Services, Finance, Series 63, Corporate Finance, Cross-functional Team..., Project Management, Management, Data Analysis, Leadership
Education
Pennsylvania State University-Great Valley Graduate Center 2003 — 2006
MBA
Bloomsburg University of Pennsylvania
BA, Finance
Morgan Stanley February 1999 - Present
Skills
Business Analysis, Process Improvement, Analysis, Team Leadership, Requirements Analysis, Alternative Investments, Mutual Funds, Problem Solving, Asset Management, Client Service, Financial Services, Finance, Series 63, Corporate Finance, Cross-functional Team..., Project Management, Management, Data Analysis, Leadership
Education
Pennsylvania State University-Great Valley Graduate Center 2003 — 2006
MBA
Bloomsburg University of Pennsylvania
BA, Finance
Udayan Srivastava's Morgan Stanley Experience October 2009 - October 2011
Job Senior Risk and Control Specialist
Industry Financial Services
Experience
HSBC January 2014 - Present
PRMIA - Professional Risk Managers' International Association April 2013 - Present
AIG October 2011 - January 2014
Morgan Stanley October 2009 - October 2011
Merrill Lynch 2006 - 2009
JP Morgan Chase 1997 - 2006
Deloitte & Touche 1994 - 1997
Lewtan Technologies 1900 - 1900
Skills
Risk, Internal Audit, Economic Capital, Enterprise Risk..., Writing Skills, Financial Risk, Market Risk, Operational Risk, Credit Risk, Derivatives, Risk Management, Capital Markets, Financial Services, Internal Controls, Quantitative Finance, Quantitative Analytics, Risk Assessment, Trading, Counterparty Risk, Risk Analysis, Operational Risk..., Auditing, Governance, Basel II, Fixed Income, VAR, Financial Institutions, Treasury Management
Education
Birla Institute of Technology and Science, Pilani
MSc, Physics
D'Amore-McKim School of Business at Northeastern University
MBA, MIS and Finance
The Scindia School
HSBC January 2014 - Present
PRMIA - Professional Risk Managers' International Association April 2013 - Present
AIG October 2011 - January 2014
Morgan Stanley October 2009 - October 2011
Merrill Lynch 2006 - 2009
JP Morgan Chase 1997 - 2006
Deloitte & Touche 1994 - 1997
Lewtan Technologies 1900 - 1900
Skills
Risk, Internal Audit, Economic Capital, Enterprise Risk..., Writing Skills, Financial Risk, Market Risk, Operational Risk, Credit Risk, Derivatives, Risk Management, Capital Markets, Financial Services, Internal Controls, Quantitative Finance, Quantitative Analytics, Risk Assessment, Trading, Counterparty Risk, Risk Analysis, Operational Risk..., Auditing, Governance, Basel II, Fixed Income, VAR, Financial Institutions, Treasury Management
Education
Birla Institute of Technology and Science, Pilani
MSc, Physics
D'Amore-McKim School of Business at Northeastern University
MBA, MIS and Finance
The Scindia School
Brendan O'Kane's Morgan Stanley Experience December 2011 - December 2012
Job MBA Candidate at UCLA Anderson School of Management
Industry Financial Services
Experience
UCLA Anderson School of Management September 2014 - Present
Capco January 2013 - May 2014
Morgan Stanley December 2011 - December 2012
Morgan Stanley December 2009 - November 2011
Morgan Stanley July 2007 - November 2009
Skills
Capital Markets, Corporate Finance, Risk Management, Business Analysis, Project Management, Software Project..., Operations Management, Financial Services, Regulatory Requirements, Regulatory Analysis, Consulting, Derivatives, Economics, Banking, Securities, Strategy, Financial Analysis, Investment Banking, Data Analysis, Financial Modeling
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Boston College 2003 — 2007
BS, Economics; Operations
UCLA Anderson School of Management September 2014 - Present
Capco January 2013 - May 2014
Morgan Stanley December 2011 - December 2012
Morgan Stanley December 2009 - November 2011
Morgan Stanley July 2007 - November 2009
Skills
Capital Markets, Corporate Finance, Risk Management, Business Analysis, Project Management, Software Project..., Operations Management, Financial Services, Regulatory Requirements, Regulatory Analysis, Consulting, Derivatives, Economics, Banking, Securities, Strategy, Financial Analysis, Investment Banking, Data Analysis, Financial Modeling
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Boston College 2003 — 2007
BS, Economics; Operations
Kathleen P. McTighe's Morgan Stanley Experience 1993 - 2007
Job Banking regulation and government relations
Industry Banking
Experience
American Bankers Association March 2008 - February 2012
United States Navy Reserve May 1981 - November 2011
Morgan Stanley 1993 - 2007
New York Bankers Association 1989 - 1992
Committee on Veterans' Affairs, United States Senate 1984 - 1987
Office of the Judge Advocate General, Department of the Navy 1981 - 1984
Bank of New England, N.A. 1978 - 1981
Skills
Banking, Policy, Legislative Relations, Legislation, Program Management, Government, Defense, International Relations, Litigation, Policy Analysis, Policy Strategy, Policy Advocacy, Core Banking, Banking Law, Bank Regulatory Policy, Legislative Policy, Legislative Analysis, Legislative Counsel, Government Relations, Issues Managment, Dodd-Frank, Privacy & Data Security, Trade Associations, Building Relationships, Consensus Building, International Law, Military, Leadership, Politics, Foreign Policy, Risk Management, Legal Research, Navy, National Security, Corporate Law, Legal Writing, Securities Regulation, Public Policy, Strategic Communications, Private Investigations, Regulatory Affairs, Criminal Law, Financial Regulation, Fraud, Crisis Management, Public Affairs, Administrative Law, Legal Compliance, Bank Secrecy Act
Education
Harvard Kennedy School of Government 1987 — 1988
M.P.A., Concentration in Finance
Boston University School of Law 1979 — 1982
LL.M., Taxation
New England School of Law 1975 — 1978
J.D.
Boston College 1970 — 1974
A.B., Psychology & Sociology
American Bankers Association March 2008 - February 2012
United States Navy Reserve May 1981 - November 2011
Morgan Stanley 1993 - 2007
New York Bankers Association 1989 - 1992
Committee on Veterans' Affairs, United States Senate 1984 - 1987
Office of the Judge Advocate General, Department of the Navy 1981 - 1984
Bank of New England, N.A. 1978 - 1981
Skills
Banking, Policy, Legislative Relations, Legislation, Program Management, Government, Defense, International Relations, Litigation, Policy Analysis, Policy Strategy, Policy Advocacy, Core Banking, Banking Law, Bank Regulatory Policy, Legislative Policy, Legislative Analysis, Legislative Counsel, Government Relations, Issues Managment, Dodd-Frank, Privacy & Data Security, Trade Associations, Building Relationships, Consensus Building, International Law, Military, Leadership, Politics, Foreign Policy, Risk Management, Legal Research, Navy, National Security, Corporate Law, Legal Writing, Securities Regulation, Public Policy, Strategic Communications, Private Investigations, Regulatory Affairs, Criminal Law, Financial Regulation, Fraud, Crisis Management, Public Affairs, Administrative Law, Legal Compliance, Bank Secrecy Act
Education
Harvard Kennedy School of Government 1987 — 1988
M.P.A., Concentration in Finance
Boston University School of Law 1979 — 1982
LL.M., Taxation
New England School of Law 1975 — 1978
J.D.
Boston College 1970 — 1974
A.B., Psychology & Sociology
Charles McCool's Morgan Stanley Experience May 2004 - January 2009
Job Senior Vice President, Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2009 - Present
Morgan Stanley May 2004 - January 2009
Alliance Bernstein 1999 - 2004
Stamford Associates 1994 - 1998
Education
Boston College 1974 — 1978
BA, Economics, Business Concentration
UBS Financial Services, Inc. January 2009 - Present
Morgan Stanley May 2004 - January 2009
Alliance Bernstein 1999 - 2004
Stamford Associates 1994 - 1998
Education
Boston College 1974 — 1978
BA, Economics, Business Concentration
Noel Hernandez SR's Morgan Stanley Experience September 1995 - March 2001
Job Vice President
Industry Banking
Experience
Deutsche Bank April 2009 - Present
Credit Suisse March 2001 - April 2009
Morgan Stanley September 1995 - March 2001
Skills
Fixed Income, Risk Management, Settlement, Securities, Equities, Prime Brokerage, Securities Lending, Operational Risk, Treasury, Investment Banking, Financial Services, Strategy, Process Improvement, Financial Risk, Operational Risk..., Back Office, FX Options, Capital Markets, Bloomberg, Trading Systems, Derivatives, Credit Derivatives, Trading, Middle Office, Swaps, Outsourcing, Hedge Funds, Analysis, Management, Leadership, Bonds
Education
The Management and Strategy Institute 2015 — 2015
SIX SIGMA Black Belt, Project Management
Borough of Manhattan Community College 1984 — 1986
Business Management
Deutsche Bank April 2009 - Present
Credit Suisse March 2001 - April 2009
Morgan Stanley September 1995 - March 2001
Skills
Fixed Income, Risk Management, Settlement, Securities, Equities, Prime Brokerage, Securities Lending, Operational Risk, Treasury, Investment Banking, Financial Services, Strategy, Process Improvement, Financial Risk, Operational Risk..., Back Office, FX Options, Capital Markets, Bloomberg, Trading Systems, Derivatives, Credit Derivatives, Trading, Middle Office, Swaps, Outsourcing, Hedge Funds, Analysis, Management, Leadership, Bonds
Education
The Management and Strategy Institute 2015 — 2015
SIX SIGMA Black Belt, Project Management
Borough of Manhattan Community College 1984 — 1986
Business Management
Lee Chambliss, CSCP's Morgan Stanley Experience March 1999 - August 2006
Job Sr Complaince Officer
Industry Financial Services
Experience
Stifel Financial Corp. July 2015 - Present
Sterne Agee 2006 - Present
Morgan Stanley March 1999 - August 2006
Smith Barney March 1998 - March 1999
Skills
Investments, Portfolio Management, Securities, Series 7, Financial Analysis, Asset Management, Risk Management, Equities, Mutual Funds, Options
Education
Birmingham-Southern College 1984 — 1988
Bachelor of Arts (B.A.), Economics
University of Alabama 1983 — 1984
none
Stifel Financial Corp. July 2015 - Present
Sterne Agee 2006 - Present
Morgan Stanley March 1999 - August 2006
Smith Barney March 1998 - March 1999
Skills
Investments, Portfolio Management, Securities, Series 7, Financial Analysis, Asset Management, Risk Management, Equities, Mutual Funds, Options
Education
Birmingham-Southern College 1984 — 1988
Bachelor of Arts (B.A.), Economics
University of Alabama 1983 — 1984
none
Julia Gibbons PMP, PMI-RMP's Morgan Stanley Experience March 2000 - November 2002
Job Senior Capture Manager at TASC, Inc.
Industry Management Consulting
Experience
TASC, Inc. October 2014 - Present
Deloitte August 2011 - October 2014
Booz Allen Hamilton October 2003 - August 2011
United States Air Force 1986 - 2007
Bank One December 2002 - July 2003
Morgan Stanley March 2000 - November 2002
Skills
Proposal Management, Program Planning, Program Risk Management, Enterprise Risk..., Client Relationship..., Project Management, Cross-functional Team..., Program Management, Proposal Writing, Plannning, CRM, Strategy, Risk Management, DoD, Process Improvement, Systems Engineering, Governance, Management Consulting, PMP, Leadership, National Security, Analysis, Integration, Security Clearance, Change Management, Project Planning, Defense, Requirements Analysis, Government, Requirements Management, Government Contracting, Mergers & Acquisitions, Enterprise Architecture, Earned Value Management, Information Assurance, Business Process..., Policy, PMO, Human Resources, Business Transformation, Resource Management, Business Process..., Project Portfolio..., Organizational Design, IT Strategy, Business Process, Consulting, Federal Government, Executive Management, Intelligence
Education
Chapman University 1997 — 1999
MS, Human Resource Management
University of Montana 1995 — 1996
MAS, Administrative Sciences
Birmingham-Southern College 1982 — 1986
BS, Biology
TASC, Inc. October 2014 - Present
Deloitte August 2011 - October 2014
Booz Allen Hamilton October 2003 - August 2011
United States Air Force 1986 - 2007
Bank One December 2002 - July 2003
Morgan Stanley March 2000 - November 2002
Skills
Proposal Management, Program Planning, Program Risk Management, Enterprise Risk..., Client Relationship..., Project Management, Cross-functional Team..., Program Management, Proposal Writing, Plannning, CRM, Strategy, Risk Management, DoD, Process Improvement, Systems Engineering, Governance, Management Consulting, PMP, Leadership, National Security, Analysis, Integration, Security Clearance, Change Management, Project Planning, Defense, Requirements Analysis, Government, Requirements Management, Government Contracting, Mergers & Acquisitions, Enterprise Architecture, Earned Value Management, Information Assurance, Business Process..., Policy, PMO, Human Resources, Business Transformation, Resource Management, Business Process..., Project Portfolio..., Organizational Design, IT Strategy, Business Process, Consulting, Federal Government, Executive Management, Intelligence
Education
Chapman University 1997 — 1999
MS, Human Resource Management
University of Montana 1995 — 1996
MAS, Administrative Sciences
Birmingham-Southern College 1982 — 1986
BS, Biology
Estela White's Morgan Stanley Experience September 1982 - December 2006
Job Financial Services Professional
Industry Financial Services
Experience
Northern Trucking & Logistics September 2008 - December 2008
Morgan Stanley September 1982 - December 2006
Education
Borough of Manhattan Community College 1978 — 1979
Liberal Arts
Northern Trucking & Logistics September 2008 - December 2008
Morgan Stanley September 1982 - December 2006
Education
Borough of Manhattan Community College 1978 — 1979
Liberal Arts
Elizabeth Colburn's Morgan Stanley Experience September 2006 - December 2006
Job Experienced Business Professional
Industry Market Research
Experience
Stifel Nicolaus December 2013 - April 2014
North Suffolk Mental Health May 2013 - September 2013
Chadwick Martin Bailey June 2011 - January 2013
BuyWithMe.com April 2009 - August 2009
Dancing Deer Baking Co. October 2008 - December 2008
Community Boating, Inc. July 2008 - August 2008
Chadwick Martin Bailey January 2007 - May 2008
Morgan Stanley September 2006 - December 2006
Skills
Fluent in Spanish, SPSS, Microsoft Office, Market Research, Analysis, Social Services, Clinical Social Work, Project Management, Leadership, Marketing
Education
Boston College 2009 — 2011
MSW, Clinical Social Work - Mental Health Concentration
Connecticut College 2002 — 2006
BA, Psychology and Hispanic Studies
Phillips Academy 1998 — 2002
Diploma
Stifel Nicolaus December 2013 - April 2014
North Suffolk Mental Health May 2013 - September 2013
Chadwick Martin Bailey June 2011 - January 2013
BuyWithMe.com April 2009 - August 2009
Dancing Deer Baking Co. October 2008 - December 2008
Community Boating, Inc. July 2008 - August 2008
Chadwick Martin Bailey January 2007 - May 2008
Morgan Stanley September 2006 - December 2006
Skills
Fluent in Spanish, SPSS, Microsoft Office, Market Research, Analysis, Social Services, Clinical Social Work, Project Management, Leadership, Marketing
Education
Boston College 2009 — 2011
MSW, Clinical Social Work - Mental Health Concentration
Connecticut College 2002 — 2006
BA, Psychology and Hispanic Studies
Phillips Academy 1998 — 2002
Diploma
Kiran Chourikar's Morgan Stanley Experience December 2004 - Present
Job Vice President (Information Technology) at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley December 2004 - Present
Tata Consultancy Services August 2001 - November 2004
Mahindra & Mahindra July 1999 - September 1999
Skills
Project Management, Software Engineering, Computer Programming, Asset Management
Education
Birla Institute of Technology and Science 2000 — 2001
Master of Engineering (M.E.), Design Engineering
Nagpur University 1995 — 1999
Bachelor of Engineering (B.E.), Mechanical Engineering
Morgan Stanley December 2004 - Present
Tata Consultancy Services August 2001 - November 2004
Mahindra & Mahindra July 1999 - September 1999
Skills
Project Management, Software Engineering, Computer Programming, Asset Management
Education
Birla Institute of Technology and Science 2000 — 2001
Master of Engineering (M.E.), Design Engineering
Nagpur University 1995 — 1999
Bachelor of Engineering (B.E.), Mechanical Engineering
Kevin Fagan's Morgan Stanley Experience June 2014 - Present
Job Associate, Student Loan Group at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Barclays Investment Bank July 2011 - June 2014
Boston College 2008 - July 2011
Barclays June 2010 - August 2010
United States Attorney's Office June 2009 - August 2009
Skills
Fixed Income, Bloomberg Terminal, Financial Modeling, Investment Banking, Credit, Bloomberg, Research, Microsoft Excel, Financial Analysis, Derivatives, Structured Finance, Hedge Funds
Education
Boston College 2007 — 2011
BS, Finance, Accounting
UCMHS 2003 — 2007
High School Diploma
Morgan Stanley June 2014 - Present
Barclays Investment Bank July 2011 - June 2014
Boston College 2008 - July 2011
Barclays June 2010 - August 2010
United States Attorney's Office June 2009 - August 2009
Skills
Fixed Income, Bloomberg Terminal, Financial Modeling, Investment Banking, Credit, Bloomberg, Research, Microsoft Excel, Financial Analysis, Derivatives, Structured Finance, Hedge Funds
Education
Boston College 2007 — 2011
BS, Finance, Accounting
UCMHS 2003 — 2007
High School Diploma
RAHUL BALAKAVI's Morgan Stanley Experience August 2010 - July 2012
Job Software Developer at Yahoo
Industry Computer Software
Experience
Yahoo October 2014 - Present
Penn State University August 2013 - May 2014
Amazon May 2013 - July 2013
Penn State University October 2012 - February 2013
Morgan Stanley August 2010 - July 2012
Broadcom July 2009 - December 2009
Skills
C, Software Development, Java, Matlab, Perl, Unix, C++, Core Java, Exchange Connectivity, Unix Shell Scripting, Market Data, Trading Systems, Data Analysis, Shell Scripting, Algorithms, Machine Learning
Education
Penn State University 2012 — 2014
Master's degree, Computer Science
Coursera 2014 — 2014
Birla Institute of Technology and Science, Pilani 2006 — 2010
B.E, Electrical and Electronics
Yahoo October 2014 - Present
Penn State University August 2013 - May 2014
Amazon May 2013 - July 2013
Penn State University October 2012 - February 2013
Morgan Stanley August 2010 - July 2012
Broadcom July 2009 - December 2009
Skills
C, Software Development, Java, Matlab, Perl, Unix, C++, Core Java, Exchange Connectivity, Unix Shell Scripting, Market Data, Trading Systems, Data Analysis, Shell Scripting, Algorithms, Machine Learning
Education
Penn State University 2012 — 2014
Master's degree, Computer Science
Coursera 2014 — 2014
Birla Institute of Technology and Science, Pilani 2006 — 2010
B.E, Electrical and Electronics
Hilton McIntosh's Morgan Stanley Experience March 2009 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2009 - Present
Morgan Stanley November 2006 - March 2009
Morgan Stanley October 1995 - November 2006
Morgan Stanley December 1988 - September 1995
Skills
Securities, Dividends, Equities, Fixed Income, Derivatives, Trading, Bonds, Bloomberg, Valuation, Settlement, Mergers & Acquisitions, Credit, Analysis, Corporate Actions
Education
Borough of Manhattan Community College
Business, Management, Marketing, and Related Support Services
Morgan Stanley March 2009 - Present
Morgan Stanley November 2006 - March 2009
Morgan Stanley October 1995 - November 2006
Morgan Stanley December 1988 - September 1995
Skills
Securities, Dividends, Equities, Fixed Income, Derivatives, Trading, Bonds, Bloomberg, Valuation, Settlement, Mergers & Acquisitions, Credit, Analysis, Corporate Actions
Education
Borough of Manhattan Community College
Business, Management, Marketing, and Related Support Services
Joe Regan's Morgan Stanley Experience April 2007 - August 2009
Job Banking
Industry Financial Services
Experience
FBR Capital Markets June 2015 - Present
BNP Paribas January 2013 - May 2013
Ernst & Young July 2010 - March 2012
Morgan Stanley April 2007 - August 2009
Education
William E. Simon School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College 2002 — 2006
BA, Psychology
Seton Hall Preparatory School 1998 — 2002
High School
FBR Capital Markets June 2015 - Present
BNP Paribas January 2013 - May 2013
Ernst & Young July 2010 - March 2012
Morgan Stanley April 2007 - August 2009
Education
William E. Simon School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College 2002 — 2006
BA, Psychology
Seton Hall Preparatory School 1998 — 2002
High School
Candace Sellers's Morgan Stanley Experience January 2007 - April 2008
Job Senior Accountant at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust Company January 2009 - Present
Barclays Investment Bank April 2008 - October 2008
Morgan Stanley January 2007 - April 2008
Prudential Financial 2006 - 2007
Prudential Financial 2006 - 2007
Skills
Fund Accounting, Hedge Funds, Mutual Funds, Alternative Investments, Investment Management, Bloomberg Terminal, Equities, Fixed Income, Securities, Asset Management, Private Equity, Asset Allocation, Derivatives, Equity Research, Tax, SEC filings, Valuation, Investments, AML, Investor Relations, Capital Markets
Education
Bloomfield College 2000 — 2005
Bachelor of Science, Business Administration; Computer Information Systems
Bessemer Trust Company January 2009 - Present
Barclays Investment Bank April 2008 - October 2008
Morgan Stanley January 2007 - April 2008
Prudential Financial 2006 - 2007
Prudential Financial 2006 - 2007
Skills
Fund Accounting, Hedge Funds, Mutual Funds, Alternative Investments, Investment Management, Bloomberg Terminal, Equities, Fixed Income, Securities, Asset Management, Private Equity, Asset Allocation, Derivatives, Equity Research, Tax, SEC filings, Valuation, Investments, AML, Investor Relations, Capital Markets
Education
Bloomfield College 2000 — 2005
Bachelor of Science, Business Administration; Computer Information Systems
Dennis Perezic's Morgan Stanley Experience December 2011 - April 2012
Job Assistant Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2014 - Present
Barclays Investment Bank May 2012 - May 2014
Morgan Stanley December 2011 - April 2012
UBS, Correspondent Banking September 2010 - July 2011
New York Junior Tennis League June 2009 - August 2009
Permal Asset Management August 2008 - August 2009
Citi June 2008 - August 2008
NYHRC June 2007 - August 2007
Skills
Due Diligence, Forecasting
Education
University of Vermont 2006 — 2010
B.S, Business Administration; Finance
Bond University 2009 — 2009
Business/Sustainablility
BNP Paribas June 2014 - Present
Barclays Investment Bank May 2012 - May 2014
Morgan Stanley December 2011 - April 2012
UBS, Correspondent Banking September 2010 - July 2011
New York Junior Tennis League June 2009 - August 2009
Permal Asset Management August 2008 - August 2009
Citi June 2008 - August 2008
NYHRC June 2007 - August 2007
Skills
Due Diligence, Forecasting
Education
University of Vermont 2006 — 2010
B.S, Business Administration; Finance
Bond University 2009 — 2009
Business/Sustainablility
Marc Punnette's Morgan Stanley Experience November 2012 - November 2013
Job Associate at Mizuho Capital Markets Corp
Industry Financial Services
Experience
Mizuho Capital Markets Corp. November 2013 - Present
Morgan Stanley November 2012 - November 2013
Barclays Capital October 2011 - December 2012
SUNY Plattsburgh Office Housing and Residence Life April 2010 - May 2011
Education
Borough of Manhattan Community College 2014 — 2015
Certificate in Data Analysis and Data Visualization
State University of New York College at Plattsburgh 2008 — 2011
BSC
St Mary's College
Mizuho Capital Markets Corp. November 2013 - Present
Morgan Stanley November 2012 - November 2013
Barclays Capital October 2011 - December 2012
SUNY Plattsburgh Office Housing and Residence Life April 2010 - May 2011
Education
Borough of Manhattan Community College 2014 — 2015
Certificate in Data Analysis and Data Visualization
State University of New York College at Plattsburgh 2008 — 2011
BSC
St Mary's College
Kimberly Welsh's Morgan Stanley Experience January 2007 - January 2009
Job Municipal Investment Banker
Industry Financial Services
Experience
Janney Montgomery Scott January 2009 - January 2015
Morgan Stanley January 2007 - January 2009
PaineWebber June 1988 - January 2007
Skills
Investment Banking, Fixed Income, Municipal Bonds
Education
State University of New York at Albany 1987 — 1989
Master of Business Administration (MBA), Public Finance
Boise State University 1983 — 1987
Bachelor of Science (BS), Finance, General
Janney Montgomery Scott January 2009 - January 2015
Morgan Stanley January 2007 - January 2009
PaineWebber June 1988 - January 2007
Skills
Investment Banking, Fixed Income, Municipal Bonds
Education
State University of New York at Albany 1987 — 1989
Master of Business Administration (MBA), Public Finance
Boise State University 1983 — 1987
Bachelor of Science (BS), Finance, General
Joseph J. Indelicato III's Morgan Stanley Experience June 2009 - October 2012
Job J.D. Candidate at George Washington University Law School
Industry Higher Education
Experience
O'Donoghue & O'Donoghue LLP August 2015 - Present
O'Donoghue & O'Donoghue LLP May 2015 - July 2015
U.S. Department of Labor August 2014 - January 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
Capital One March 2013 - July 2013
Morgan Stanley June 2009 - October 2012
Morgan Stanley June 2008 - August 2008
New York State Teachers' Retirement System May 2007 - August 2007
Education
The George Washington University Law School 2013 — 2016
Doctor of Law (J.D.)
Boston College 2005 — 2009
B.A.
O'Donoghue & O'Donoghue LLP August 2015 - Present
O'Donoghue & O'Donoghue LLP May 2015 - July 2015
U.S. Department of Labor August 2014 - January 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
Capital One March 2013 - July 2013
Morgan Stanley June 2009 - October 2012
Morgan Stanley June 2008 - August 2008
New York State Teachers' Retirement System May 2007 - August 2007
Education
The George Washington University Law School 2013 — 2016
Doctor of Law (J.D.)
Boston College 2005 — 2009
B.A.
Kevin Foote, CFA's Morgan Stanley Experience January 2013 - Present
Job Portfolio Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Boston College 2004 — 2008
B.S., Finance, Management & Leadership
London School of Economics and Political Science
Morgan Stanley January 2013 - Present
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Boston College 2004 — 2008
B.S., Finance, Management & Leadership
London School of Economics and Political Science
April Jordan's Morgan Stanley Experience June 2000 - November 2002
Job Financial Services Professional
Industry Financial Services
Experience
Service Program For Older People March 2011 - May 2011
U.S. Census Bureau April 2010 - August 2010
St. Luke's-Roosevelt Hospital Center October 2009 - January 2010
New York Life Insurance Company April 2009 - June 2009
Royal Alliance-AIG July 2007 - August 2008
Royal Alliance-AIG July 2007 - August 2008
The City Board of Elections June 2005 - April 2007
Morgan Stanley June 2000 - November 2002
JPMorgan Chase Bank July 1994 - May 2000
Education
Borough of Manhattan Community College 1994 — 2006
A.A, Business Administration
Borough of Manhattan Community College
A.A, Business Administration
Service Program For Older People March 2011 - May 2011
U.S. Census Bureau April 2010 - August 2010
St. Luke's-Roosevelt Hospital Center October 2009 - January 2010
New York Life Insurance Company April 2009 - June 2009
Royal Alliance-AIG July 2007 - August 2008
Royal Alliance-AIG July 2007 - August 2008
The City Board of Elections June 2005 - April 2007
Morgan Stanley June 2000 - November 2002
JPMorgan Chase Bank July 1994 - May 2000
Education
Borough of Manhattan Community College 1994 — 2006
A.A, Business Administration
Borough of Manhattan Community College
A.A, Business Administration
Jacqueline Bayliss's Morgan Stanley Experience 2008 - 2011
Job Assistant Event Planner at Galas, Inc.
Industry Financial Services
Experience
RR Donnelley May 2008 - April 2011
Morgan Stanley 2008 - 2011
NYC Administration for Children Services 2006 - 2008
Peak Performance: Distinctive Meetings & January 1997 - May 2006
Education
New York University 1996 — 1998
BA, History
Borough of Manhattan Community College 1993 — 1995
AA, Liberal Arts
RR Donnelley May 2008 - April 2011
Morgan Stanley 2008 - 2011
NYC Administration for Children Services 2006 - 2008
Peak Performance: Distinctive Meetings & January 1997 - May 2006
Education
New York University 1996 — 1998
BA, History
Borough of Manhattan Community College 1993 — 1995
AA, Liberal Arts
Jeff Earnhart's Morgan Stanley Experience February 2013 - Present
Job FA at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
Aflac August 2011 - February 2013
Skills
Customer Service, Account Management, Team Building, Sales Management, Strategic Planning, New Business Development, Budgets, Marketing Strategy, Insurance, Health Insurance, Staff Development, Disability Insurance
Education
Bloomsburg University of Pennsylvania 1994 — 1997
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Morgan Stanley February 2013 - Present
Aflac August 2011 - February 2013
Skills
Customer Service, Account Management, Team Building, Sales Management, Strategic Planning, New Business Development, Budgets, Marketing Strategy, Insurance, Health Insurance, Staff Development, Disability Insurance
Education
Bloomsburg University of Pennsylvania 1994 — 1997
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Erika O'Brien's Morgan Stanley Experience January 1994 - June 2001
Job Senior Administrative Assistant
Industry Management Consulting
Experience
Deloitte September 2015 - Present
PosiGen Solar Solutions June 2013 - August 2015
Ochsner Clinic Foundation May 2009 - June 2013
East Jefferson General Hospital March 2007 - May 2009
Lund Cadillac Company 2002 - 2005
Morgan Stanley January 1994 - June 2001
Skills
Travel Management, Outlook, Microsoft Excel, Human Resources, Event Planning, Budgets, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Process Scheduler, Access, Team Building, Administrative..., Word, Excel, Fundraising, Customer Relations, Nonprofits, Administrative...
Education
Borough of Manhattan Community College 1998 — 2001
Monsignor Scanlan High School
Deloitte September 2015 - Present
PosiGen Solar Solutions June 2013 - August 2015
Ochsner Clinic Foundation May 2009 - June 2013
East Jefferson General Hospital March 2007 - May 2009
Lund Cadillac Company 2002 - 2005
Morgan Stanley January 1994 - June 2001
Skills
Travel Management, Outlook, Microsoft Excel, Human Resources, Event Planning, Budgets, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Process Scheduler, Access, Team Building, Administrative..., Word, Excel, Fundraising, Customer Relations, Nonprofits, Administrative...
Education
Borough of Manhattan Community College 1998 — 2001
Monsignor Scanlan High School
Anwulika Ojemeni's Morgan Stanley Experience July 2008 - Present
Job Finance Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2008 - Present
Morgan Stanley June 2007 - August 2007
HSBC BANK December 2002 - January 2006
Skills
Forecasting, Budgeting, Financial Reporting, Accounting, Account Reconciliation, G/L Reconciliations, Allocations, Process Improvement, Management Reporting, Expense Allocation, Written & Verbal..., Stakeholder Management, Performance Reporting, Performance Analysis
Education
University at Buffalo 2005 — 2008
BS, Finance
Borough of Manhattan Community College 2003 — 2004
Morgan Stanley July 2008 - Present
Morgan Stanley June 2007 - August 2007
HSBC BANK December 2002 - January 2006
Skills
Forecasting, Budgeting, Financial Reporting, Accounting, Account Reconciliation, G/L Reconciliations, Allocations, Process Improvement, Management Reporting, Expense Allocation, Written & Verbal..., Stakeholder Management, Performance Reporting, Performance Analysis
Education
University at Buffalo 2005 — 2008
BS, Finance
Borough of Manhattan Community College 2003 — 2004
Candess Braun's Morgan Stanley Experience July 2012 - Present
Job at
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Citi April 2000 - Present
BNY Mellon September 1987 - September 1999
Skills
Microsoft Office,..., Writing, Banking, Financial Services, Securities, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Settlement, Data Entry, Insurance, CRM, Public Speaking, Accounting, Financial Risk, Financial Analysis, Management
Education
University of Phoenix 2008 — 2012
BA, Business Management
Borough of Manhattan Community College
nursing
Morgan Stanley July 2012 - Present
Citi April 2000 - Present
BNY Mellon September 1987 - September 1999
Skills
Microsoft Office,..., Writing, Banking, Financial Services, Securities, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Settlement, Data Entry, Insurance, CRM, Public Speaking, Accounting, Financial Risk, Financial Analysis, Management
Education
University of Phoenix 2008 — 2012
BA, Business Management
Borough of Manhattan Community College
nursing
Mariano Beltran's Morgan Stanley Experience October 2007 - March 2012
Job clerk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2007 - March 2012
Target Corporation September 2005 - July 2007
Restaurant Associates February 2002 - July 2004
Education
Borough of Manhattan Community College 2004 — 2005
Accounting
Morgan Stanley October 2007 - March 2012
Target Corporation September 2005 - July 2007
Restaurant Associates February 2002 - July 2004
Education
Borough of Manhattan Community College 2004 — 2005
Accounting
Stassi Session's Morgan Stanley Experience December 2005 - July 2006
Job Seeking Employment within a Call Center Environment/Customer Service Field
Industry Marketing and Advertising
Experience
N/A August 2010 - Present
WorkflowOne May 2009 - December 2010
Affiliated Computer Services August 2006 - February 2009
Morgan Stanley December 2005 - July 2006
NYPD Transit Authority District 30 June 2005 - August 2005
Brooklyn Job Corps Academy September 2001 - March 2002
Skills
Typing, Microsoft Office, Data Entry, Filing, Customer Service, Mailroom, Switchboard Operator, Hospitality
Education
Brooklyn Academy 2001 — 2002
General Equivalency Diploma, General Studies
Borough of Manhattan Community College
Journalism
N/A August 2010 - Present
WorkflowOne May 2009 - December 2010
Affiliated Computer Services August 2006 - February 2009
Morgan Stanley December 2005 - July 2006
NYPD Transit Authority District 30 June 2005 - August 2005
Brooklyn Job Corps Academy September 2001 - March 2002
Skills
Typing, Microsoft Office, Data Entry, Filing, Customer Service, Mailroom, Switchboard Operator, Hospitality
Education
Brooklyn Academy 2001 — 2002
General Equivalency Diploma, General Studies
Borough of Manhattan Community College
Journalism
Donald Drew's Morgan Stanley Experience 1994 - 2008
Job Trader Gagnon Securities
Industry Investment Management
Experience
Calypso Capital January 2011 - March 2013
Calypso Capital June 2008 - January 2011
Morgan Stanley 1994 - 2008
The New York Racing Association 1990 - 1994
Skills
Trading, Business Development, Relationship Management, Market Analysis, Sales Trading, Strategic Planning, Operations, Finance, Trading Systems, Trading Strategies, Securities, Asset Management, Investment Banking, Portfolio Management, Derivatives
Education
Boston College
Bachelor of Arts (B.A.), Economics & History
Calypso Capital January 2011 - March 2013
Calypso Capital June 2008 - January 2011
Morgan Stanley 1994 - 2008
The New York Racing Association 1990 - 1994
Skills
Trading, Business Development, Relationship Management, Market Analysis, Sales Trading, Strategic Planning, Operations, Finance, Trading Systems, Trading Strategies, Securities, Asset Management, Investment Banking, Portfolio Management, Derivatives
Education
Boston College
Bachelor of Arts (B.A.), Economics & History
Alexander Csik's Morgan Stanley Experience 2014 - 2014
Job Student at Fordham University School of Law
Industry Law Practice
Experience
Morgan Stanley 2014 - 2014
Skills
Legal Writing, Negotiation, Legal Research, Corporate Law, Litigation
Education
Fordham University School of Law 2013 — 2014
Master of Laws (LLM), Banking, Corporate, Finance, and Securities Law
Bond University 2011 — 2013
Juris Doctor, Law
York University 2007 — 2010
Bachelor of Arts (BA), Economics
York University 2004 — 2007
Bachelor of Arts (BA), Psychology
Morgan Stanley 2014 - 2014
Skills
Legal Writing, Negotiation, Legal Research, Corporate Law, Litigation
Education
Fordham University School of Law 2013 — 2014
Master of Laws (LLM), Banking, Corporate, Finance, and Securities Law
Bond University 2011 — 2013
Juris Doctor, Law
York University 2007 — 2010
Bachelor of Arts (BA), Economics
York University 2004 — 2007
Bachelor of Arts (BA), Psychology
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS