Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
http://fwavetrading.com/ January 1996 - Present
http://fwavetrading.com/ January 1996 - Present
Morgan Stanley March 1998 - July 1999
SF 49ERS December 1979 - May 1983
Skills
trader,..Es, Crude..., Trading, Equities, Trading Systems, Commodity, Options, Hedge Funds, Electronic Trading, FX Options, Derivatives, Asset Managment, Financial Markets, Proprietary Trading, Alternative Investments, Technical Analysis, Trading Strategies, Asset Management
Education
University of Missouri-Columbia 1977 — 1978
University of Missouri-Columbia 1977 — 1978
Morgan Stanley May 2008 - June 2009
Wells Fargo Home Mortgage May 2006 - August 2007
Anchor Block Company June 2005 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Negotiation, Editing, Decision Analysis, Navigation, Access
Education
University of Minnesota-Twin Cities 2005 — 2009
EY May 2014 - July 2014
Morgan Stanley June 2013 - August 2013
HSBC June 2012 - September 2012
Shanghai Austrian Economic Summit July 2012 - August 2012
Business Association of Multicultural Students September 2011 - August 2012
Franklin learning center September 2011 - December 2011
Skills
Accounting, Finance, Marketing Strategy, Chinese, English, Spanish, Operations Management, Statistics, Public Speaking, Microsoft Office, Analysis, Leadership, Teaching, Data Analysis, Strategy, Microsoft Word, Microsoft Excel
Education
Carlson School of Management 2012 — 2015
Bachelor of Science (BS), Accounting and Finance
RBC Capital Markets 2012 - Present
Wells Fargo Advisors August 2010 - January 2012
Morgan Stanley Smith Barney July 2008 - August 2010
Morgan Stanley April 2006 - July 2008
Morgan Stanley July 2004 - April 2006
Morgan Stanley May 2002 - June 2004
Morgan Stanley June 2001 - May 2002
Financial Industry Regulatory Authority March 2000 - March 2001
LPL Financial May 1998 - March 2000
Merrill Lynch June 1997 - March 1998
Skills
Series 7, Series 24, Series 8, Series 65, Series 63, Series 3, FINRA, Mutual Funds, Securities, Financial Risk, Equities, Hedge Funds, AML, Alternative Investments, Financial Services
Education
University of Minnesota-Twin Cities
Ameriprise Financial Services, Inc. December 2009 - Present
Wells Fargo Advisors 2008 - 2009
A.G. Edwards 2004 - 2008
Morgan Stanley 1995 - 2004
A.G. Edwards 1979 - 1995
Skills
Finacial Advice, Wealth Management..., Retirement Planning, Wealth Management, Series 7, Investments, Mutual Funds, Retirement, Investment Advisory, Financial Planning, Finance, Asset Allocation
Education
University of Missouri-Columbia
Bluespire Marketing 2015 - Present
RBA, Inc. 2014 - 2015
Nerdery Interactive Labs 2012 - 2014
Phenom Management 2009 - 2014
Integra Telecom 2003 - 2009
Morgan Stanley 1999 - 2003
AirLink Communications 1996 - 1999
Skills
Sales Management, Sales, Marketing, Management, Social Media, Mobile Devices, New Business Development, Integrated Marketing, Social Media Marketing, Telecommunications, Marketing Strategy, Business Development, Sales Process, Leadership, Strategic Planning, Digital Strategy, Project Planning, Contract Negotiation, Sales Operations, Online Marketing, Public Speaking, Selling, Coaching, Networking, Mobile Applications, Consultative Selling, Public Relations, Change Management, Customer Relations, Microsoft CRM, Custom Software, Microsoft Dynamics, Interactive Marketing, Direct Marketing
Education
University of Minnesota-Twin Cities 1993 — 1995
Lamar Jr College 1991 — 1992
JPMorgan Chase June 2014 - Present
Morgan Stanley February 2012 - June 2014
Morgan Stanley June 2011 - December 2011
GNSA Infotech October 2009 - May 2010
Tata Consultancy Services September 2006 - October 2009
Skills
Internal Audit, IT Audit, Compliance Audits, Requirements Analysis, Quality Auditing, Auditing, Management, Financial Risk, Analysis, Process Improvement
Education
MCCALLUM GRADUATE SCHOOL OF BUSINESS, BENTLEY UNIVERSITY 2010 — 2011
Master of Science, Financial Planning.
University of Mumbai 2002 — 2006
B.E, Information Technology
Morgan Stanley January 2015 - Present
BBDO December 2012 - January 2015
BBDO February 2010 - December 2012
Grey Group November 2008 - February 2010
Grey Group January 2008 - November 2008
Wells Fargo January 2005 - October 2007
Skills
Digital Strategy, Integrated Marketing, Advertising, Account Management, Online Advertising, Interactive Advertising, Social Media, Facebook, Brand Development, Brand Management, Creative Strategy, Creative Direction, Digital Marketing, Marketing, Social Media Marketing, Interactive Marketing
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Advertising / Psychology
Wells Fargo Advisors May 2003 - Present
Morgan Stanley August 1996 - May 2003
Skills
Asset Allocation, Relationship Management, Financial Services, Strategic Planning, Fixed Income, Investments, Risk Management, Securities, Retirement Planning, Finance, Professional Women, 401k Rollovers, Investment Strategies
Education
University of Minnesota-Twin Cities
Bachelor of Science, Business & Communications
Chadwick Real Estate Services June 2006 - Present
Asset Record Company May 2009 - May 2014
OSCRE - Open Standards Consortium for Real Estate January 2011 - January 2012
Integra Realty Resources September 2002 - June 2006
Morgan Stanley 1997 - 2001
M'Ocean Products July 1992 - October 1996
Capitol Sales Company February 1989 - June 1992
Skills
Real Estate, Real Estate Development, Real Estate Economics, Syndications, Disposition, Appraisals, Brokerage, Business Strategy, Commercial Real Estate, Due Diligence, Entrepreneurship, Investment Properties, Investments, Leadership, Sellers, Strategy, Contract Negotiation, Finance, Mergers, Negotiation, Valuation
Education
University of Minnesota-Twin Cities 1988 — 1993
First Tennessee Bank March 2012 - February 2013
Morgan Stanley October 2011 - March 2012
SunTrust Investment Services April 2007 - October 2011
Skills
Sales, Relationship Management, Investment Strategies, Portfolio Optimization
Education
University of Mississippi 2001 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Algas-SDI August 2013 - Present
Ironwood Manufacturing Inc. September 2002 - May 2013
Morgan Stanley January 2002 - August 2002
Skills
Product Development, Manufacturing, Continuous Improvement, Lean Manufacturing, Product Design, Project Management, Project Planning, Project Coordination, Program Coordination, Quality Assurance, Quality Control, Quality Management, Inventory Management, Inventory Accuracy, Organizational..., Organizational..., Organizational..., Organizational Structure, Creative Problem Solving, Creative Solutions, Personnel Management, Personal Development, Personal Training, Strategic Financial..., Software Project..., Office Management, Office Administration, Microsoft Office, Team Building, Team Leadership, Training, Technical Writing, Microsoft Excel, Process Improvement, Business Analysis, Program Management, Customer Service, Leadership, MS Project, Analysis
Education
The University of Montana 1995 — 1999
Business Administration and Management, General
Mobile Communications June 2015 - Present
Wells Fargo January 2014 - May 2015
Raymond James Financial Inc. April 2013 - December 2013
Morgan Stanley October 2012 - December 2012
Oxford University Club April 2010 - July 2010
Malone's Office Equipment June 2009 - August 2009
The S & S Company May 2006 - August 2006
Skills
Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Research, Accounting, Windows, Financial Modeling, Mathematics, Crunching Numbers, Managerial Finance, Communication Skills, Analytic Problem Solving, Strategic Financial..., Solution Implementation, Social Media Marketing, Cold Calling, Marketing Strategies, Financial Solutions, Excel Spreedsheet, Website Creations, Social Networking, Asset Management, Financial Advisory, Securities
Education
University of Mississippi - School of Business Administration 2007 — 2011
Bachelor of Business Administration (B.B.A.), Managerial Finance
Brookstone School 1992 — 2007
4k-12th
Eakes Office Plus April 2006 - Present
Yellow Van Cleaning & Restoration April 2000 - April 2006
Morgan Stanley October 1998 - April 2000
GE Capital/Harvest Life Insurance Co. August 1993 - October 1998
Skills
Customer Satisfaction, Furniture, New Business Development, Sales Management, Space-planning, Forecasting, Team Building, Strategic Planning, Coaching, Cold Calling, Sales Presentations, B2B, Microsoft Office, Account Management, Sales Process, Sales, Space planning, Space Planning, Golf
Education
University of Nebraska at Kearney 1987 — 1991
Bachelor of Science (B.S.)
Tulsa Area United Way September 2015 - Present
E-SQUARED October 2014 - Present
Chesapeake Energy March 2014 - September 2014
Maxwell Drummond International January 2011 - February 2014
Heidrick & Struggles May 2010 - February 2011
Maxwell Drummond International November 2005 - May 2010
Panther Financial 2004 - 2005
Morgan Stanley 2003 - 2004
Skills
Executive Search, Energy Industry, Energy, Petroleum, Technical Recruiting, Recruiting, Upstream, Procurement, Renewable Energy, Leadership, Oil & Gas Industry, Engineering, Finance, EPC, Contract Negotiation, Search, Management Consulting, Screening Resumes, Construction, Downstream Oil & Gas, LNG, Oilfield, Mergers & Acquisitions, Gas, Recruitment Advertising, Talent Management, Candidate Generation, Mining, Graduate Recruitment, Strategy, Business Development, Drilling, Change Management, Offshore Drilling, Contract Recruitment, Talent Acquisition, Oil/Gas, Natural Gas, Sourcing, Oil & Gas, Management, Onshore, Consulting
Education
The University of Montana 1998 — 2002
Bachelor of Arts (B.A.), Creative Writing & Literature
Holland Hall
Holland Hall
Jazba Entertainment March 2014 - Present
Deloitte June 2015 - August 2015
Travelers February 2015 - April 2015
Carlson School of Management September 2014 - April 2015
Allianz Life June 2014 - August 2014
Deloitte July 2014 - July 2014
Morgan Stanley July 2014 - July 2014
EY June 2014 - June 2014
Carlson School of Management May 2014 - May 2014
BestPrep May 2012 - August 2012
Skills
Leadership, Teamwork, Public Speaking, Economics, Strategy, Microsoft Office, Project Management, Nonprofits, Management, Start-ups, Entrepreneurship
Education
University of Minnesota - Carlson School of Management 2013 — 2017
BSB Finance, BS Economics, Honors Program, Dean's List
Math and Science Academy 2006 — 2013
FRC Holdings January 2013 - Present
Neufocus, LLC August 2012 - Present
DigitalTown March 2012 - November 2012
Northland Capital Markets January 2009 - February 2012
RBC Capital Markets June 2007 - November 2008
Piper Jaffray May 2000 - June 2007
Aristotle Fund 1999 - 2000
Conseco Finance Corporation (k/n/a Green Tree Servicing) 1998 - 2000
Morgan Stanley 1996 - 1998
Hennepin County Medical Examiners Office 1992 - 1997
Skills
Investment Banking, Capital Markets, Mergers, Corporate Finance, Corporate Development, IPO, Financial Analysis, Due Diligence, Business Strategy, Management Consulting, Venture Capital, Executive Management, Digital Media, Digital Media Sales, Social Networking, Social Networking Sites, Affiliate Marketing, Affiliate Management, Turn Around Management, Turnaround Experience, Social Media, Mergers & Acquisitions, Portfolio Management, Strategic Partnerships, Start-ups, Finance, Financial Modeling, Financial Services, Investments, Entrepreneurship, Risk Management, Leadership, Banking, Private Equity, Strategic Planning, Loans, Credit, Management, Asset Management, Analysis, Investor Relations, Valuation, Acquisitions, Business Development, Accounting, Equities, Business Planning, P&L Management, Strategy, Strategic Financial...
Education
University of Saint Thomas - School of Business 1998 — 2000
MBA, Finance
University of Minnesota-Twin Cities 1991 — 1993
BS, Mortuary Science
University of Wisconsin-Madison 1989 — 1991
Biological Anthropology
iProspect August 2015 - Present
ML Media Services September 2014 - July 2015
South Central Digital April 2012 - September 2014
Clear Channel Communications July 2010 - April 2012
Backyard Broadcasting March 2009 - July 2010
Cumulus Media August 2007 - October 2008
Morgan Stanley May 2006 - August 2006
Legg Mason May 2005 - August 2005
Skills
Google Adwords, PPC, Display Advertising, Search Advertising, Online Advertising, Digital Marketing, Paid Search Campaigns, Paid Search Strategy, DART for Publishers, Social Media Marketing, Mobile Marketing, Advertising Sales, Digital Media, Interactive Marketing, Broadcast Traffic, DART Enterprise, Facebook Marketing, Social Media, Advertising, SEM, Facebook
Education
University of Mississippi 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Morgan Stanley June 2010 - Present
Education
University of Missouri-Columbia 2006 — 2010
Bachelor's degree, Finance, Economics
Caliber Funding January 2013 - February 2015
C&G Consulting Group September 2012 - January 2013
JPMorgan Chase March 2008 - September 2012
Morgan Stanley January 2006 - February 2008
Countrywide Home Loans October 2000 - December 2005
Skills
Analysis, Internal Communications, Microsoft Office, Microsoft Works, AS400, Microsoft Excel, FiServ, WAMO, CLUES, 10 Key, Mortgage Servicing, Mortgage Lending, DTI Calculation, MSP/Fidelity, FHA Connect, Inventory Management, Team Leadership, Lead Management, advantEDGE, Lotus Notes, Claims Administration, Claim Analysis, Claims Resolution, Operations Research, Trial Audit, Service Members Civil..., Home Equity Loans, Fannie Mae, Loans, Accounting, Account Reconciliation, IBM iSeries, Process Improvement, Customer Service, Management, Banking, Accounts Payable, Risk Management, Credit, Accounts Receivable, Team Building
Education
Mount Union College
Bremer Investment Services /Raymond James Financial Services October 2013 - Present
Alerus Investment Advisors May 2011 - July 2013
RiverSource Asset Management February 2007 - May 2010
TCF Bank March 2006 - January 2007
Morgan Stanley August 2002 - August 2005
Education
University of Minnesota Duluth 1997 — 2001
BA, Finance
Mindjet April 2014 - Present
Maxim Integrated February 2012 - April 2014
Simon Graduate School of Business, University of Rochester January 2010 - June 2011
Morgan Stanley June 2006 - November 2008
JPMorgan Chase May 2005 - June 2006
H.R. College of Commerce and Economics. 2002 - 2005
Skills
Business Valuation, Financial Modeling, Equity Research, Bloomberg, Datastream, Valuation, DCF, Equity Valuation, Bloomberg Terminal, Factiva, Sensitivity Analysis, NPV, Thompson One, Pragmatic Marketing..., Factset, Thomson One, Sell Side, Forecasting, Investment Banking, Finance, Investments, Analysis, Financial Analysis, Corporate Finance, Management, Data Analysis, Mergers & Acquisitions, Financial Planning, Business Analysis, Microsoft Excel, Due Diligence, Capital Markets, Analytics
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2011
MBA, Finance
University of Mumbai 2005 — 2007
Master of Commerce, Management
University of Mumbai 2002 — 2005
Bachelor of Management Studies, Finance, International Finance
Morgan Stanley January 2015 - Present
ForwardThink Group June 2011 - December 2013
Merrill Lynch 2011 - 2013
AVAcorp January 2010 - July 2011
Mphasis an HP Company October 2000 - December 2009
Indiainfo.com February 2000 - October 2000
Tata Interactive System September 1998 - February 2000
Skills
User-centered Design, Usability, Information Architecture, Usability Testing, Wire Framing, User Experience, Heuristic Evaluation, Card Sorting, User Interface Design, Interaction Design, User Research, Contextual Inquiry, User Interface, Usability Engineering, Paper Prototyping, Task Analysis, Site Maps, User Scenarios, Requirements Analysis, Experience Design, CSS, E-commerce, Design Thinking, Human Computer..., User Experience Design, Web Applications, Web Design
Education
University of Mumbai 1988 — 1993
BFA, Fine Arts (Creative Painting)
Morgan Stanley 1994 - Present
Education
University of Mississippi
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Gravy November 2013 - August 2014
ePals August 2012 - November 2013
Georgetown Green, LLC December 2009 - August 2012
Morgan Stanley October 2007 - December 2009
Skills
Strategic Partnerships, Management, Leadership, Start-ups, Venture Capital, Private Equity, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Strategy, Business Strategy, Investments, Business Development, Asset Management, Marketing Strategy, Financial Analysis, Product Management, Strategic Planning, Analytics, Business Analysis
Education
University of Missouri-Columbia 1984 — 1988
Journalism, Advertising and Strategic Communications
Morgan Stanley March 2010 - Present
Morgan Stanley January 2006 - March 2010
Mastek January 2003 - January 2006
Skills
Financial Services, Fund Administration, Integration, Software Development, Account Reconciliation, Equities, Finance, Hedging, Hedge Funds, Fixed Income, Prime Brokerage, Derivatives, Back Office, Portfolio Management, SDLC, Sybase, Business Analysis, Management, Requirements Analysis, Software Project..., Java, SQL, Agile Methodologies
Education
University of Mumbai 1998 — 2002
B.E., Electronics & Telecommunication, First Class with Distinction
Sathaye College, Mumbai 1996 — 1998
HSC - 12th, Science, First Class with Distinction
St. Francis, Mumbai 1986 — 1996
SSC, School - 10th grade, First Class with Distinction
Northwestern Mutual March 2010 - Present
Morgan Stanley August 2008 - November 2009
NFL 2000 - 2003
Education
University of Minnesota-Twin Cities 1998 — 1999
Graduate Degree Studies
University of Minnesota-Twin Cities 1995 — 1998
BS, Education
Joseph Gauer LLC April 2014 - Present
Staying Indie Workshop January 2015 - Present
Writer June 2011 - Present
Morgan Stanley June 2006 - April 2014
Times Two Creative June 2013 - March 2014
Self Employed Copywriter October 2012 - June 2013
Independent Filmmaker October 2011 - March 2013
Education
University of Missouri-Columbia 2002 — 2006
Bachelor of Science (BS), Marketing; Film Studies (Minor)
Beirne Wealth Consulting (BWC) January 2014 - Present
Morgan Stanley December 1983 - January 2014
Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments, Equities, Mutual Funds, Asset Management, Asset Allocation, Management, Strategic Planning
Education
University of Minnesota-Twin Cities 1978 — 1981
Bachelor of Arts (B.A.), Agricultural Economics
University of Minnesota-Twin Cities 1977 — 1981
Bachelors of Science in Business, Minor in Economics, Business and Economics
Morgan Stanley 2007 - Present
Skills
Quantitative Analytics, Fixed Income, Quantitative Investing
Education
University of Mumbai 1988 — 1993
Bachelors Degree, Economics
Morgan Stanley April 1997 - Present
Skills
Banking, Series 7, Retirement Planning, Alternative Investments, Series 63, Mutual Funds, Strategic Planning, Asset Allocation, Leadership Development, Wealth Management, Fixed Income, Strategic Financial..., Securities, Investment Strategies, Retirement, Fixed Annuities, Equities, Asset Management, Disability Insurance, Insurance, Investment Advisory, Financial Analysis, Bonds, Uniform Combined State..., Hedge Funds, Wealth Management..., Equity Research, Financial Markets, Pensions, Options, Investments, 401k, Estate Planning, Equity Derivatives, IRAs, Financial Services, Financial Planners, Wealth, Bloomberg, Equity Trading, Health Insurance, Series 6, Portfolio Management, Financial Advisory, Investment Management, ETFs, Separately Managed..., FINRA, Private Banking, Series 65
Education
University of Montana 1971 — 1973
Bachelor of Arts (BA), Psychology/sociology, History, Political Science
Morgan Stanley March 2013 - Present
Gartner March 2013 - Present
Bpeace (Business Council for Peace) September 2013 - Present
USTA 2004 - Present
ruzowgraphics April 2014 - June 2014
Xyster Consulting, Inc. October 2013 - April 2014
DealerMatch May 2013 - September 2013
Jenny Craig May 2013 - June 2013
Gartner April 2002 - March 2013
Alexander Isley Inc. August 2012 - December 2012
Skills
Microsoft Word, Marketing Communications, Web Content, Copy Editing, Writing Skills, Creative Services, B2B, Brand Development, Web Content Creation, Strategic Communications, Advertising Collateral, Marketing Strategy, Marketing, B2B Marketing, B2B Marketing Strategy, Adobe Professional, Social Media, Digital Marketing, Editing, Direct Mail, Magazines, Editorial, Brochures, Content Strategy, Strategy, Content Development, Strong Business Acumen, Fact-checking, Fact Finding, Promotional Copy, Email Marketing, Copywriting, Creative Writing, Dependable Team Player, Corporate Communications, Writing, Press Releases
Education
University of Minnesota-Twin Cities
Bachelor of Arts
University of Wisconsin-Madison
Lee Financial Corporation July 2009 - Present
JP Morgan Asset Management 2004 - 2008
Bank One Investment Advisors 1999 - 2004
Morgan Stanley 1998 - 1999
The Ohio Company 1992 - 1998
Skills
Portfolio Management, Wealth Management, Asset Allocation, Rebalancing, Investment Policy..., Municipal Bonds, Series 65, Separately Managed..., Relationship Management, Alternative Investments, Hedge Funds, Risk Management
Education
Otterbein University 2000 — 2002
MBA
University of Missouri-Columbia, College of Business 1989 — 1991
BSBA, Business Administration
Gaulden & Associates, Ameriprise Financial March 2012 - Present
Ameriprise Bank, FSB July 2010 - July 2011
Ameriprise Bank, FSB January 2008 - July 2010
Ameriprise Financial Services, Inc. October 2006 - January 2008
Ameripirse Financial, Inc. January 2005 - October 2006
RBC Dain Rauscher February 2002 - January 2005
U.S. Bancorp Investments August 2000 - May 2001
U.S. Bancorp Piper Jaffray March 1999 - August 2000
Morgan Stanley June 1998 - March 1999
Education
University of Minnesota-Twin Cities
Morgan Stanley March 2014 - Present
Various 1998 - Present
Moody's Analytics October 2009 - May 2013
Citigroup February 2000 - December 2008
Walt Disney World June 1985 - June 1995
Skills
Entertainment, Music, Musical Theatre, Event Planning, Composition, Singing, Microsoft Excel, Spanish, Live Events, Administrative...
Education
University of Montevallo 1984 — 1985
Theatre, Music
Morgan Stanley October 2014 - Present
Education
University of Minnesota-Twin Cities 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature/Letters
LED Light Technology August 2008 - Present
Ogilvy Public Relations Worldwide December 2006 - August 2008
Oxford Chamber of Commerce January 2006 - May 2006
Daily Mississipian and Rebel Radio August 2004 - May 2006
Morgan Stanley November 2004 - August 2005
Education
University of Mississippi 2002 — 2006
Bachelor of Arts, Journalism with an emphasis in Public Relations
Pacific Life Insurance Company November 2011 - Present
MCL Financial Group, Inc. February 2010 - June 2011
Pacific Life Insurance Company May 2000 - January 2009
Morgan Stanley October 1997 - April 2000
Gardenview Tower Company May 1995 - September 1997
Skills
Series 63, Series 7, Retirement Planning, Life Insurance, Retirement, Long-term Care, Asset Allocation, Term Life Insurance, Small Business, Strategic Planning, Territory Management, Retirement Strategies, Succession Planning, Workshops, Business Planning, Concept Knowledge, Consultative Selling, Family Protection, Estate Planning, Executive Benefits, Industry Training, IRAs, Marketing Strategy, Planning, Producer Alliance, Project Management, Project Planning, Relationship Management, Retirement Plans, Seminars, Social Media, Consultative Sales..., Consultative Sales, Business Development, Advanced Sales, 403(b), iPad, Independent Planners, Wirehouse, Financial Institutions, Sales, Financial Presentations
Education
Washington University in St. Louis 1991 — 1995
University of Missouri-Kansas City School of Medicine 1988 — 1991
Caruthersville HS
Caruthersville HS
ADA Software - USA December 2006 - Present
Artilligence, Inc. 2003 - 2006
Morgan Stanley 2001 - 2003
Cahners Business Information, NJ June 2000 - October 2000
PR Newswire, NJ January 2000 - June 2000
State Of New Jersey (Outsourced To: First Health, Princeton, NJ) May 1999 - December 1999
Team One, Green Brook, NJ January 1999 - April 1999
Societe Generale SA, NEW YORK CITY February 1998 - December 1998
Johnson & Johnson, NJ (Outsourced To: Software Associates International, NJ) September 1997 - January 1998
CIDER (Computer Information, Development, Education & Research), INDIA February 1993 - August 1997
Education
University of Mumbai 1990 — 1992
Master of Science, Organic Chemistry
G.N. Khalsa College, University of Mumbai 1985 — 1990
Bachelor of Science, Honors in Chemistry + Minor: Pure Science
Morgan Stanley August 2015 - Present
Ford Hotel Supply Co. May 2014 - August 2014
Skills
Econometric Modeling, Econometrics, Financial Analysis, Financial Reporting, Financial Modeling, Financial Planning, Microsoft Office, Regression Testing, Regression Analysis, Quantitative Analytics, Research, Statistics, Pricing
Education
University of Missouri-Saint Louis 2012 — 2015
Morgan Stanley May 2014 - Present
Ludwig Local Lawn Mowing May 2006 - Present
Blue Springs School District October 2012 - August 2013
Skills
Leadership, Project Planning, Spanish, Finance, Public Speaking, Customer Service, Sales, Management
Education
University of Missouri-Columbia 2013 — 2017
Bachelor's degree, International Business
Tinku School of Languages 2015 — 2015
Spanish
Blue Springs High School 2009 — 2013
Con-way Enterprise Services 2014 - Present
Nike 2013 - 2014
Xerox 2012 - 2013
University of Mississippi Medical Center 2008 - 2012
FNC Inc. 2006 - 2008
University of Mississippi 2002 - 2006
Morgan Stanley 2000 - 2002
Computer Associates 2000 - 2000
Wiley-Blackwell 1999 - 2000
Internet Doorway, Inc. 1997 - 1999
Education
University of Mississippi 2001 — 2006
Bachelor of Arts (B.A.)
Merrill Lynch February 2006 - Present
Morgan Stanley July 1999 - February 2006
Skills
Certified Financial..., fluent in Spanish, Retirement Planning, Investments, Financial Planning, Insurance, Portfolio Management, Wealth Management, Series 7, Asset Allocation, Financial Planners, Strategic Financial..., Finance, Wealth Management..., Investment Strategies, Investment Advisory, 401k, Retirement, Estate Planning, Securities, Series 63, Fixed Annuities, IRAs, Asset Management
Education
University of Missouri-Columbia
Saint Louis University, Madrid Campus
Morgan Stanley September 2015 - Present
Morgan Stanley January 2014 - August 2015
AllianceBernstein August 2013 - December 2013
Sundvold Financial September 2010 - December 2012
American Century Investments May 2012 - August 2012
Office for Financial Success August 2010 - May 2012
Volunteer Income Tax Assistant January 2012 - April 2012
Voluntary Income Tax Assistant January 2011 - May 2011
Northwestern Mutual June 2010 - August 2010
Skills
Excel, Public Speaking, PowerPoint, Credit, Word, Outlook, Microsoft Office, Morningstar, PeopleSoft, Adobe, Customer Service, Product Marketing, Tax Returns, Microsoft Excel, Microsoft Word, Financial Analysis, Wealth Management, Insurance, Social Media, Finance, Leadership, Investments, Sales, Marketing, Facebook
Education
University of Missouri-Columbia 2008 — 2012
Financial Planning, MS/BS Finance
University de Bergamo 2010 — 2010
Finance
JPMorgan Chase & Co. September 2015 - Present
Cisco July 2014 - August 2015
Morgan Stanley 2012 - June 2014
Bank of America 2011 - 2012
JPMorgan Chase 2009 - 2011
Federal Communication Commission 2009 - 2009
Goldman Sachs 2005 - 2009
Citco Fund Services 2002 - 2005
Lucent Technologies 2000 - 2002
Sri Lanka Telecom 1998 - 2000
Skills
Solaris, Unix, Disaster Recovery, Red Hat Linux, High Availability, Shell Scripting, Perl, Virtualization, Cluster, Unix Shell Scripting, RedHat, Linux, VMware, SDLC, Python
Education
University of Moratuwa 1986 — 1992
B. Sc. (Eng), Electronics & Telecommunication; Sri Lanka
Ananda College, Colombo, Sri Lanka 1976 — 1984
Cisco Systems April 2013 - Present
Cisco Systems October 2009 - March 2013
Morgan Stanley August 2009 - September 2009
Skills
Network Processors, NAT, Routing Protocols, Multithreading, HTML, Software Engineering, Cisco IOS, Multicast, Routers, VPN
Education
University of Mumbai 2005 — 2009
B.Tech, Electronics
Veermata Jijabai Technological Institute (VJTI) 2005 — 2009
Bachelor, Technology; Electronics Engineering
D.G. Ruparel College 2003 — 2005
H.S.C, Maths, Physics, Chemistry, Electronics
Jamnabai Narsee School 1999 — 2003
I.C.S.E
Morgan Stanley June 2015 - Present
Duluth East Bantam AA (DAHA) October 2014 - Present
Play It Again Sports and Fitness April 2012 - Present
Play It Again Sports and Fitness April 2010 - Present
Skills
Sales, Time Management, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Teamwork, Microsoft Excel, Leadership, Social Networking, Team Leadership
Education
University of Minnesota-Duluth 2012 — 2016
Finance
Duluth East High School 2008 — 2012
High School
Ameriprise Financial Services, Inc. April 2015 - Present
AnchorBank September 2013 - April 2015
Waddell & Reed February 2013 - August 2013
CUNA Brokerage Services Inc. February 2012 - February 2013
CUNA Mutual Group January 2010 - February 2012
CUNA Mutual Group July 2007 - January 2010
Ameriprise Financial 2004 - 2007
Morgan Stanley 2000 - 2004
Education
University of Minnesota-Twin Cities 1996 — 2001
Tremper
Tremper
Sears Holdings Corporation October 2013 - Present
Nokia October 2012 - September 2013
UBS Wealth Management January 2012 - October 2012
Thomson Reuters May 2011 - December 2011
Morgan Stanley August 2010 - April 2011
Chicago Mercantile Exchange (CME) April 2010 - August 2010
OptionMonster October 2008 - April 2010
Option Monster Holdings January 2008 - September 2008
Resource Logistics January 2007 - January 2008
KPIT Cummins September 2005 - December 2006
Skills
Options, Bonds, Mutual Funds, FX Options, Agile Methodologies, Trading Systems, Market Data, Low Latency, JMS, Electronic Trading, Multithreading, Sybase
Education
University of Mumbai 1990 — 1995
B.Com, Commarce
University of Minnesota September 2015 - Present
Morgan Stanley June 2015 - Present
University of Minnesota December 2013 - Present
Interlachen Country Club June 2011 - Present
Cloud Sports Data August 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Research, Teamwork, Social Media, English, Event Planning, Time Management, Swag, Teaching
Education
University of Minnesota - Carlson School of Management 2013 — 2017
Finance, General, 10
Cretin-Derham Hall 2009 — 2013
FX Marketing Group March 2004 - Present
FSC Securities August 2001 - July 2004
Morgan Stanley October 1986 - July 2001
Tampa Bay Bandits/USFL January 1983 - August 1986
National Football League July 1976 - August 1983
Skills
Online Advertising, Social Media Marketing, Sponsorship, Social Networking, Sports, Marketing Strategy, Strategic Planning, Public Relations, Sports Marketing, Marketing, Social Media, Event Planning, Event Management, Advertising, Lead Generation, New Business Development, Leadership, Sales
Education
University of Minnesota-Twin Cities 1973 — 1976
Business, Management, Marketing, and Related Support Services
Morgan Stanley August 2014 - Present
Morgan Stanley January 2013 - July 2014
Merrill Lynch December 2011 - January 2013
Skills
Fixed Annuities, Wealth Management
Education
University of Mumbai
Bachelor of Commerce (B.Com.), Accounting and Finance
Commerce Brokerage Services, Inc. January 2014 - Present
Edward Jones August 2012 - January 2014
Morgan Stanley Smith Barney October 2010 - August 2012
Morgan Stanley January 2007 - October 2010
Hormel Foods August 2005 - November 2006
Education
University of Missouri - Trulaske College of Business 2001 — 2005
BSBA, Finance
Morgan Stanley November 2014 - Present
Morgan Stanley December 2013 - September 2014
University of Montevallo November 2010 - April 2014
Industrial Economic Development Board (IDB) May 2013 - July 2013
NGO KCHR (Kyrgyz Committee for Human Rights) June 2008 - August 2010
Skills
Time Management, Public Speaking, Accepting Responsibility, Analytical Skills, Superior Work Ethic, Teamwork, Communication, Microsoft Excel, Problem Solving, Motivation, Customer Service, Leadership, Community Outreach, Research, Financial Analysis, Investments, Wealth Management, Investment Banking, Analysis, Financial Modeling, Financial Reporting, Due Diligence, Management
Education
University of Montevallo 2010 — 2014
Bachelor's Degree, Finance, Cum Laude - Major GPA: 3.9 (cumulative GPA: 3.7)
American University Central Asia 2008 — 2010
Business Administration
Nashoba Regional HS 2007 — 2008
High School, "Future Leaders Exchange" Academic year in MA, USA
School-Lyceum #13 2003 — 2007
GED, English as a Foreign Language; Economics, 4.0
VSR Financial Services April 2008 - Present
George K. Baum & Company July 2006 - April 2008
Morgan Stanley July 2002 - July 2006
Skills
Microsoft Office, Investments, Sales, Securities, Asset Management, Project Management, Microsoft Excel, Customer Service, Insurance, Consolidated Reporting, Finance
Education
University of Missouri-Columbia, College of Business 1997 — 2001
BSBA, Finance & Banking
PwC September 2015 - Present
PwC January 2014 - March 2014
Pi Kappa Alpha October 2012 - November 2013
University of Missouri August 2012 - August 2013
University of Missouri August 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Skills
Leadership, Budgets, Financial Analysis, Public Speaking, Strategic Planning, Accounting, Investments, Economic Data Analysis, Corporate Finance, SAP, Microsoft Excel, Finance, Access, Security Analysis, Financial Accounting, Bloomberg Terminal, Portfolio Management, Forensic Accounting, Corporate Tax
Education
University of Missouri-Columbia 2014 — 2015
Master of Accountancy
University of Missouri-Columbia 2010 — 2014
Bachelor of Science in Accountancy
De Smet Jesuit High School 2006 — 2010
Lincolnshire Furniture February 2015 - Present
Morgan Stanley May 2013 - August 2013
Morgan Stanley July 2012 - August 2012
Chicago Mercantile Exchange June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Technology Platforms:..., Data Analysis
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor of Science, Finance, Marketing, GPA: 3.62
University of Minnesota-Twin Cities 2010 — 2014
CNSI April 2014 - Present
Morgan Stanley June 2012 - April 2014
Zealtron Inc January 2012 - November 2012
Alphaserve Technologies February 2011 - January 2012
Polytechnic Institute of New York University October 2009 - February 2011
3D network consultant March 2009 - July 2009
Vishesh Capital ltd November 2008 - February 2009
Skills
Switches, Routers, Firewalls, Network Design, Network Security, VPN, Network Administration, Juniper, Troubleshooting, Virtualization, OSPF, Routing, EIGRP, RIP, IPSec, Cisco Routers, TCP/IP, VLAN, VMware, Wireless, NAT, ASA, Cisco Certified, WAN, RADIUS, MPLS VPN, BGP, Router Configuration, Network Operations, LAN/WAN, HSRP, DHCP, Cisco IOS, Cisco Switches, Cisco Catalyst Switches, IGRP, QoS, MPLS, Frame Relay, Wireshark, IP, Switch, Wireless Networking, Identity Management, Cisco Nexus, Nexus, Networking, Cisco Technologies, DNS, Security
Education
Polytechnic Institute of NYU, New York 2009 — 2011
Master of Science
University of Mumbai 2004 — 2008
Bachelor of Engineering
DirectACCESS Medical December 2014 - Present
Edwards Lifesciences 2013 - 2014
Edwards Lifesciences 2004 - 2013
Edwards Lifesciences 2001 - 2004
Advanced Sterilization Products 1999 - 2001
Yardley Instruments 1997 - 1999
Morgan Stanley 1996 - 1997
Honeywell Process Solutions 1994 - 1996
STERIS Corporation 1991 - 1994
Emerson 1983 - 1991
Skills
Operating Room, Capital Equipment, Sales Operations, Biotechnology, Selling Skills, Product Development, Sales Management, Product Marketing, Key Account Management, Sales, Forecasting, Key Account Development, Selling, New Business Development, Account Management, Product Launch, Medical Devices, Strategy, Surgeons, Cardiology
Education
University of Minnesota - Carlson School of Management 1985 — 1990
Master of Business Administration (MBA), Marketing
University of Minnesota-Twin Cities
BS, Civil Engineering
Lexon Surety Group March 2011 - Present
Morgan Stanley June 2010 - May 2011
Ernst & Young, LLP October 2007 - June 2010
United States Senate Committee of Agriculture, Forestry June 2005 - July 2005
Skills
Accounting, GAAP, SEC filings, Financial Reporting, Financial Analysis, Real Estate, Sarbanes-Oxley Act, Auditing, Financial Statements, Financial Accounting, US GAAP, Financial Services, Internal Controls, Tax, External Audit
Education
University of Mississippi 2002 — 2007
Masters of Accountancy, Accounting and Real Estate
Morgan Stanley November 2009 - Present
Education
University of Mississippi 2004 — 2008
Bachelor of Arts (BA), Liberal Arts
Cushing Academy
Morgan Stanley July 2009 - Present
Excell Partners Inc. November 2008 - June 2009
Morgan Stanley June 2008 - September 2008
Morgan Stanley 2006 - 2007
Morgan Stanley 2004 - 2006
Ernst & Young 2003 - 2004
Skills
Capital Markets, Private Equity, Fund Administration, Hedge Funds, Investments, Accounting, Prime Brokerage, Funding, Equities, Valuation, Financial Modeling, Bloomberg, Derivatives, Investment Banking, Financial Analysis, Due Diligence, Portfolio Management, Securities, Options, Asset Managment
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2007 — 2009
Master of Business Administration (M.B.A.), Accounting and Finance
University of Mumbai 1998 — 2003
Bachelor, Accounting & Economics
CFA Level 2 Candidate
Promontory Financial Group, LLC June 2011 - Present
Morgan Stanley 2009 - May 2011
Promontory Financial Group February 2009 - May 2009
Citigroup December 1993 - November 2008
Barclays Bank 1991 - 1993
Citi Group 1978 - 1991
Arthur Andersen & Co. 1972 - 1978
Skills
Regulatory reviews, Capital Markets, Fixed Income, Securities, Derivatives, Operational Risk, Risk Management, Investment Banking, Financial Risk, AML, Operational Risk..., Banking, Financial Services, Hedge Funds, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1979 — 1983
MBA, Finance
University of Minnesota - Carlson School of Management 1968 — 1972
BS-Acct'g, Acounting
Highcroft, Inc. March 1992 - Present
Northwestern Mutual November 2002 - December 2012
Morgan Stanley 1992 - October 2002
Skills
Investment Analysis, Alternative Investments, 401k Plans, Executive Financial..., Comprehensive Financial..., Securities, Financial Advisory, Valuation, IRAs, Investment Strategies, Financial Services, Finance, Insurance, Series 6, Due Diligence, Retirement Plan..., Financial Goals
Education
American College 2012 — 2012
Certified Financial Planner, Financial Planning and Services
University of Minnesota - Carlson School of Management 1988 — 1992
BSB: Bachelor of Science in Business, Finance
THE POINT July 2014 - Present
USI Building Solutions March 2015 - June 2015
Schwan's Consumer Brands September 2012 - March 2014
US Bank June 2012 - September 2012
Robert Half International September 2010 - June 2012
Personified June 2010 - September 2010
Wells Fargo Home Mortgage November 2009 - June 2010
CareerBuilder.com March 2008 - November 2008
Morgan Stanley October 1996 - February 2000
Eastman Kodak October 1994 - February 1996
Skills
Recruiting, Sourcing, Talent Acquisition, Executive Search, Human Resources, Interviews, Leadership, Management, Talent Management, Temporary Placement, Sales, Contract Recruitment, Full-life Cycle..., College Recruiting, Applicant Tracking..., Cold Calling, Account Management, Business Development, Social Media, Technical Recruiting, Employee Relations, Resume Writing, Start-ups
Education
University of Minnesota-Twin Cities 1987 — 1993
Bachelor of Arts, Political Science
Convent of the Visitation High School 1983 — 1987
High School
RBC Wealth Management November 2010 - Present
Morgan Stanley September 1992 - November 2010
Education
University of Minnesota Duluth 1987 — 1991
Bachelor of Business Administration, Finance, Marketing
NicVape, Inc July 2013 - Present
Bon Secours Health System July 2010 - October 2012
LB&Co./Global Logistics 2003 - 2009
Morgan Stanley 2002 - 2003
ADP March 1997 - February 2002
Skills
Purchasing, Marketing, Microsoft Office, Marketing Strategy, Account Management, Customer Service, Microsoft Word, Supply Management, Strategic Sourcing, PowerPoint, Microsoft Excel, Global Sourcing, Supply Chain, Logistics, Supply Chain Management, Training, Coaching, Problem Solving, Google Analytics, Negotiation, Strategic Planning
Education
University of Mississippi - School of Business Administration 1989 — 1991
Bachelor's Degree, Marketing
University of South Carolina Upstate 2010 — 2011
BSN, Nursing
Schooler Construction and Roofing April 2010 - Present
CMR Construction and Roofing November 2005 - Present
ARC May 2004 - July 2005
Morgan Stanley 2000 - 2002
Pet Inc 1985 - 1995
Skills
Tiles, Gutters, Siding, Soffit, Merchandising, Roofers, Contract Negotiation, Sales Management, Slate, Renovation, Customer Service, Fascia, Residential Roofing, Construction, Building Materials, Purchasing
Education
University of Missouri-Saint Louis 1971 — 1975
BS, Business Administration
The Edelman Law Firm, P. C. June 2008 - Present
Howard Mardell, Ltd. June 2006 - June 2008
Smith Barney August 2002 - May 2006
Morgan Stanley February 1995 - August 2002
Ernst & Young LLP August 1994 - June 1995
State of Missouri July 1990 - July 1993
Skills
Estate Planning, Litigation, Estate Law, Real Estate, Trusts, Asset Protection, Securities Regulation, Politics, Courts, Civil Litigation
Education
Washington University School of Law 1993 — 1994
LL.M., Taxation Law
University of Missouri - Columbia School of Law 1987 — 1990
J.D., Law
University of Missouri - Columbia 1982 — 1985
B.S. Business Administration, Economics, Labor Relations, French
Morgan Stanley May 2013 - Present
Skills
Subversion, Financial Risk, Systems Analysis, Trading Systems, Credit Derivatives, CruiseControl, SDLC, Spring, FX Options, Options, Agile Methodologies, Market Data, SOA, Fixed Income, Electronic Trading, Low Latency, Equity Derivatives, Sybase, Equities, Derivatives, Solaris, Financial Markets, J2EE Application..., J2EE Web Services, Futures, DB2, Trading, Back Office, Middle Office, Equity Trading, Quantitative Finance, Investment Banking, Calypso, Capital Markets, Hedge Funds, Exchange Connectivity, Bloomberg, Multithreading
Education
University of Mumbai
MS, Mathematics
Merril Lynch Inc August 2015 - Present
SRLabs December 2014 - July 2015
Greenline Financial Technologies April 2014 - December 2014
Direct Edge May 2013 - December 2013
Jefferies & Company September 2011 - May 2013
Citigroup August 2010 - August 2011
Pipeline Financial Group 2008 - 2010
Integrated Software Solutions Inc January 2001 - August 2008
TD Ameritrade 2006 - 2007
Morgan Stanley 2006 - 2006
Skills
Quality Assurance, Requirements Analysis, SDLC, Test Automation, Quality Center, Agile Methodologies, SQL, Unix, Test Planning, Linux, User Acceptance Testing, Software Development
Education
University of Mysore 1993 — 2006
Master of Computer Applications (MCA), computer
University of Mysore 1993 — 1996
MCA, Computer Software Engineering
Morgan Stanley May 2011 - Present
Skills
Certified ScrumMaster, Program Management, Business Process..., Integration, Databases, Relational Databases, Business Process, Programming, Projects, Software, Sybase, Equities, Fixed Income, Hedge Funds, Investment Banking, Reference Data
Education
University of Mumbai 1990 — 1991
PGDCASD
Guru Nanak Khalsa College 1987 — 1991
BSc
Our Lady Of Perpetual Succour High School 1975 — 1985
Duncan Williams, INC October 2005 - Present
Morgan Stanley March 2004 - April 2005
Morgan Keegan March 2001 - January 2004
Education
University of Mississippi - School of Business Administration 1994 — 2000
BBA, Business Management
WhiteHat Security August 2014 - Present
Infrared Security March 2011 - Present
WhiteHat Security 2011 - Present
Morgan Stanley 2010 - 2011
Aspect Security November 2007 - January 2010
Lehman Brothers 2007 - 2007
Washington University CAIT Program 2000 - 2006
Education
Washington University in St. Louis 2006 — 2006
Masters, Computer Science
University of Missouri-Columbia 1994 — 1997
Two Harbors Investment Corporation October 2012 - Present
Redwood Trust, Inc. March 2005 - September 2012
Morgan Stanley November 1999 - March 2005
Morgan Stanley Credit Corporation 1999 - 2005
Education
University of Minnesota-Twin Cities
United Healthcare Military & Veterans September 2015 - Present
Thrivent Financial March 2013 - September 2015
Randstad Technologies US October 2012 - February 2013
Morgan Stanley February 2001 - January 2012
Compuware April 1999 - November 2007
MassMutual November 1988 - June 1999
Federal Reserve Bank of Minneapolis April 1986 - August 1987
Deluxe Corporation February 1983 - April 1986
Skills
Business Intelligence, Business Analysis, SQL, Databases, Business Objects, Sybase, SDLC, Process Improvement, Access, Analysis, Enterprise Software, Project Management, Performance Tuning, Microsoft SQL Server, Data Warehousing, CRM, XML, Java, C#, PL/SQL, Visual Basic, DB2, Analytics
Education
University of Minnesota-Twin Cities 1972 — 1975
BA, English, Physics
Ivy Funds Distributor, Inc May 2006 - Present
Waddell & Reed, Inc May 2006 - December 2011
Morgan Stanley June 2003 - May 2006
Merrill Lynch January 1994 - December 2001
Education
University of Missouri-Kansas City
O'Hara High School
Morgan Stanley May 2005 - Present
HDI 2008 - 2010
Guidant 2003 - 2005
St. Paul Companies 2000 - 2003
Skills
Process Improvement, ITIL, Change Management, Program Management, Project Management, IT Management, IT Service Management, Knowledge Management
Education
University of Saint Thomas 1995 — 1997
State of Minnesota Secondary Ed Teaching Certification, Biology, General
University of Minnesota-Twin Cities 1986 — 1993
Bachelor of Science (BS), Philosophy
Goldman Sachs March 2013 - Present
Morgan Stanley December 2007 - January 2013
Morgan Stanley March 2006 - November 2007
Kanbay October 2005 - February 2006
Accenture August 2005 - September 2005
Goldman Sachs March 2005 - July 2005
Accenture June 2003 - February 2005
Citi April 2001 - April 2003
Discover Technologies Ltd. February 2001 - March 2001
Tata Consultancy Services July 1998 - January 2001
Skills
Perl, Sybase, DB2, Java, Unix Shell Scripting, Business Objects, Data Warehousing, SDLC, SQL, Unix
Education
V.J.T.I. 1994 — 1998
Bachelor of Engineering (B.E.), Electronics Engineering
Morgan Stanley July 2008 - Present
Smith Barney March 2002 - July 2008
Commerce Trust Company April 1999 - 2002
Education
University of Nebraska at Kearney 1980 — 1984
Bloomberg LP June 2014 - Present
Morgan Stanley January 2012 - June 2014
Royal Bank of Canada June 2011 - December 2011
Millennium IT USA Inc November 2006 - June 2011
Millnnium IT (Member of London Stock Exchange Group) August 2000 - November 2006
Education
University of Moratuwa 1995 — 2000
Citi June 2013 - August 2013
Elara Securities Inc. December 2009 - May 2012
Ashoka 2010 - 2012
Ashoka 2008 - 2010
Elara Capital November 2007 - December 2009
Morgan Stanley 2005 - 2007
Standard Chartered Bank June 2005 - September 2005
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance
Mumbai University 2005 — 2007
Master of Commerce (M.Com), Entrepreneurship/Entrepreneurial Studies
Mumbai University 2002 — 2005
Bachelor of Management Studies (B.M.S.), Finance, General; International Finance
Cathedral & John Connon 1988 — 2002
ICSE, ISC
citi September 2011 - Present
Thomson Financial March 2009 - September 2011
Bank of America September 2008 - March 2009
Banc of America February 2007 - September 2008
Morgan Stanley October 2006 - February 2007
B2X Corporation May 2006 - October 2006
Merrill Lynch September 1999 - May 2006
Skills
QTP, Quality Center, SDLC, Test Automation, Trading Systems, Test Planning, Data Warehousing, Requirements Analysis, Quality Assurance, Software Quality..., SQL, User Acceptance Testing, Agile Methodologies, System Testing, Regression Testing, Testing, Software Project..., Scrum, Integration, Business Analysis, SOA, Test Management, Test Cases, Defect Tracking, JIRA, Test Strategy, Requirements Gathering, Waterfall, Agile Project Management, Market Data, Test Execution, Agile Testing, IT Strategy, Release Management, Quality Management, System Integration..., Manual Testing, Web Services, RUP, Functional Testing, Agile
Education
University of Mumbai
BS, Electronics Engr
Morgan Stanley January 2010 - Present
TIAA-CREF April 2008 - December 2009
Morgan Stanley April 2007 - February 2008
Bed Bath & Beyond January 2002 - March 2007
PwC Consulting December 1998 - March 2002
Skills
Data Warehousing, ETL, Business Analysis, SDLC, SQL, Databases, Enterprise Architecture, DB2, Business Intelligence, Oracle, Greenplum, PostgreSQL, Kerberos, Teradata
Education
University of Mumbai 1993 — 1996
B.V. Polytechnic 1990 — 1993
Solutions N Services, Inc. September 2014 - Present
CBS January 2014 - October 2014
AIG March 2012 - December 2013
BNY Mellon May 2011 - March 2012
Intact April 2009 - May 2011
AXA US May 2008 - April 2009
Morgan Stanley July 2005 - February 2008
AXA US April 2004 - June 2005
Skills
IT Project & Program..., Enterprise IT..., Vendor Management, IT Outsourcing, Business Strategy, Business Process..., Investment Banking, Leadership, Management, Project Management, Business Analysis, Risk Management
Education
University of Mumbai 1971 — 1975
Bachelor of Engineering (B.E.), Mechanical Engineering
We Love Saint Charles January 2013 - Present
The Mutual Fund Store December 2006 - January 2013
Morgan Stanley December 2003 - December 2006
The May Department Stores Company October 1995 - October 2003
Skills
Asset Allocation
Education
University of Missouri-Columbia 1991 — 1995
BS, Consumer Economics/Personal Finance
JPMorgan Chase May 2014 - Present
New York Portfolio Clearing, LLC April 2010 - December 2012
BNP Paribas August 2008 - April 2010
Morgan Stanley February 2006 - March 2008
JPMorgan Chase November 2002 - June 2004
BNPP Paribas, Mumbai 2002 - 2002
Skills
Training Skills, Website Management, Problem Solving, Derivatives, Outstanding Customer..., Customer Service, Project Management, Webmaster Services, Training, Financial Risk, Fixed Income, Management, Middle Office, Securities, Analysis, Portfolio Management, Commodity, Options, Trading Systems, FX Options, Capital Markets, Equity Derivatives, Back Office, Equities, Prime Brokerage, Risk Management, Electronic Trading, Swaps, Settlement, Credit Derivatives, Bloomberg, Credit, Hedge Funds, Trading
Education
University of Mumbai
MBA, FINANCE
Raymond James March 2009 - Present
Merrill Lynch 2004 - 2009
Morgan Stanley 2001 - 2003
Skills
Investments, Retirement Planning, Finance, Financial Advisory, Securities, Estate Planning, 401k, Asset Management, Asset Allocation, Wealth Management, Series 7, Retirement, Insurance, Financial Planning, Financial Analysis, Portfolio Management, Mutual Funds
Education
University of Mississippi 1995 — 2000
Bachelor of Accountancy; MBA
CareFusion July 2006 - Present
BancorpSouth June 2004 - July 2006
AmSouth Bank May 2002 - June 2004
Morgan Stanley July 2000 - May 2002
US Navy February 1992 - September 1995
Skills
Healthcare, Customer Service, Financial Analysis, Process Improvement, Six Sigma, Strategic Planning, Management, Cross-functional Team..., Salesforce.com, Healthcare Information..., Hospitals, Medical Devices, Sales, Sales Operations, Team Building, Leadership
Education
University of Montevallo
Bachelor’s Degree, Business Science Administration - Finance
Abax Financial Derivatives Incorporated ConsultantStandard Chartered Bank2014 - 2014
Bank of America 2013 - 2014
Caxton Associates 2011 - 2013
Deutsche Bank 2010 - 2010
TD Ameritrade 2009 - 2010
J.P. Morgan (Investment Bank) 2008 - 2009
Freddie Mac 2007 - 2008
Citi 2005 - 2006
Morgan Stanley 2005 - 2005
Merrill Lynch 2005 - 2005
Skills
Data Architecture, Logical Data Modeling, Business Analysis, Financial Instruments, Operational Risk, Financial Futures, Commodity Markets, Securities, Options, Interest Rate Swaps, Reference Data, Master Data, Deal Creation, Liquidation, Position Management, Reporting, General Ledger, Subledger Accounting, Architectures, Private Equity, Financial Structuring, Sybase, Business Development, Due Diligence, Management, Competitive Analysis, Entrepreneurship, Valuation, Analysis, Trading, Investments, SDLC, Mergers & Acquisitions, Start-ups, Program Management, Management Consulting, Corporate Development, Corporate Finance, Venture Capital, Financial Modeling, Enterprise Architecture, Requirements Analysis
Education
University of Minnesota-Twin Cities 1969 — 1973
Gridiron Capital 2006 - Present
Stifel Nicolaus 2003 - 2006
Rawlings Sporting Goods 2002 - 2003
Morgan Stanley 2000 - 2002
Bankers Trust 1998 - 2000
Warburg Dillon Read 1994 - 1998
Boatmen's Bank 1989 - 1994
Cincinnati Reds 1988 - 1989
Skills
Derivatives, Corporate Finance, Financial Analysis, Due Diligence, Leveraged Finance, Financial Modeling, Venture Capital, Alternative Investments
Education
Washington University in St. Louis 1992 — 1994
MA
University of Missouri-Columbia 1983 — 1988
BA, Economics, Art History
Holland Hall School 1979 — 1983
Wells Fargo 2015 - Present
UnitedHealth Group January 2015 - May 2015
Cargill August 2013 - December 2014
Morgan Stanley March 2004 - November 2009
American Express 2002 - 2004
Skills
Investments, Analysis, Electronic Trading, Management, Trading, Microsoft Excel
Education
University of Mumbai 1996 — 1999
BA, Economics
GEA
Goldman Sachs March 2014 - Present
Morgan Stanley December 2008 - February 2014
Goldman Sachs July 2006 - December 2008
GlobeOp Financial Services April 2005 - June 2006
MapInfo October 1999 - June 2004
Saretsky, Katz, Dranoff & Glass June 1995 - January 1998
Condon & Forsyth LLP September 1993 - June 1995
Supreme Court of Missouri August 1992 - August 1993
Skills
Corporate Governance, Corporate Law, Litigation, Contract Law, Commercial Litigation, Legal Writing, Negotiation, Licensing, Bankruptcy, Intellectual Property
Education
University of Missouri-Columbia School of Law 1989 — 1992
JD
Washington University in St. Louis 1983 — 1987
BA, Music and American History
Finance Concepts June 2003 - Present
New York University September 1985 - Present
Galleon Group 2006 - 2008
Capital Fund Management January 2004 - January 2005
Morgan Stanley 1997 - 1998
Skills
Quantitative Finance, Quantitative Investing, Derivatives, Market Risk, Financial Modeling, Financial Markets, Capital Markets, Risk Management, Quantitative Analytics, Financial Analysis, Economics, Econometrics, Options, Statistics, Monte Carlo Simulation, Finance, Mathematics, Equity Derivatives, Financial Risk, Hedging, Time Series Analysis, Stochastic Calculus, Trading Strategies, Applied Mathematics, Volatility
Education
University of Minnesota-Twin Cities 1981 — 1985
PhD, Mathematics
University of Buenos Aires 1977 — 1981
BS, Mathematics
Lycee de Sevres 1968 — 1970
High School
Genentech - Consultant representing CCG Partners September 2011 - Present
Wells Fargo - Independent Consultant July 2008 - August 2011
Intel - Consultant representing ITAscent May 2007 - May 2008
Wipro Technologies on project of CPB Software AG June 2006 - May 2007
Morgan Stanley 2005 - 2006
NY State Worker's Compensation board 1997 - 2004
Skills
Data Analysis, Data Warehousing, Databases, Data Mining, Database Design, Data Conversion, Data Modeling, Master Data Management, Data Migration, Data Integration, Object Oriented Design, Data Architects, Data Architecture, Business Intelligence, Project Management, Team Leadership, PowerPoint, Microsoft Excel, PowerBuilder, Toad, Oracle, Microsoft SQL Server, DB2, Teradata, Exadata, Erwin 3.5, SQL Tuning, SQL Navigator, T-SQL, PL/SQL, MS Project, Unix Shell Scripting, SSRS, SSIS, ETL Tools, Program Management, Agile Methodologies, Software Development, SDLC
Education
University of Mumbai 1988 — 1993
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Rayran Systems, Inc ConsultantWachovia Securities Financial Network2007 - 2008
Morgan Stanley 2007 - 2007
Multex 1998 - 2001
Multex 1998 - 2001
Bankers Trust 1997 - 1999
Education
Bajaj Institute of Management 1978 — 1979
Diploma, Marketing & Business Administration
University of Mumbai 1970 — 1977
MS, Electronics
J.P. Morgan Asset Management April 2010 - Present
Barclays Capital October 2009 - July 2010
Lightspeed Research September 2006 - September 2009
HNW June 2003 - August 2006
Morgan Stanley October 2002 - April 2003
Bertelsmann January 1999 - December 2002
Skills
Java, Java Enterprise Edition, J2EE Application..., SDLC, SQL, Spring, Unix, Agile Methodologies, JavaScript, Enterprise Architecture, Hibernate, Testing, Web Services
Education
New York Institute of Technology-Manhattan 1997 — 1999
MS, Computer Science
University of Mumbai 1991 — 1996
BS, Computer Science
Fatima Devi High School 1987 — 1990
Rizvi college.
IRR-Residential, LLC January 2009 - September 2009
First Horizon National Corporation September 2003 - December 2007
Principal Financial Group January 2006 - June 2006
BEB Industrial Asset Management 1997 - 2006
Morgan Stanley March 2001 - October 2002
Education
University of Missouri-Kansas City 2005 — 2009
BBA, Finance, Economics
Morgan Stanley August 2007 - Present
Morgan Stanley Smith Barney June 2005 - August 2007
CyberStaff America, NY July 2003 - June 2005
Travelspan Vacations, NY March 2002 - July 2003
Infoweb India Limited, India March 2000 - March 2001
Wintech Computers, India August 1999 - March 2000
Bank of Tokyo-Mitsubishi August 1998 - November 1998
Datapro Computers Ltd. India June 1994 - May 1998
Skills
Program Management, Project Management, Product Development, Business Analysis, IT & Business Strategy..., Vendor Management, Equities, Institutional Sales, Equity Trading, Trading Systems, CRM, Capital Markets, Derivatives, Analytics, Management, Leadership, Risk Management, Institutional Marketing, Multinational Team..., Consortium, Cross-functional Team..., Strategic Planning, SDLC
Education
Institute of Chartered Financial Analysts of India 1996 — 1997
Diploma in Business Finance, Corporate Finance, Investment Managment, Portfolio Management
Aptech Computer Education 1992 — 1994
Diploma in Information and Systems Management, Computer Science
University of Mumbai 1990 — 1994
BS in Commerce, Finance, Accounting and Economics
Arnold & Porter June 2015 - Present
Morgan Stanley July 2014 - May 2015
Debevoise & Plimpton February 2011 - July 2014
FDIC August 2008 - February 2011
Skills
Due Diligence, Securities, Capital Markets, Corporate Finance, Mergers & Acquisitions, Private Equity, Corporate Law, Corporate Governance, Finance, Equities, Banking, Banking Law, Investment Banking, Financial Institutions, Valuation, Joint Ventures, Financial Modeling
Education
The Johns Hopkins University - Carey Business School 2009 — 2012
MS, Finance
University of Minnesota Law School 2005 — 2008
JD, magna cum laude
University of Colorado 2000 — 2004
MBA, BS (Music) summa cum laude, BA (Political Science) magna cum laude
Sungkyunkwan University College of Law 2013 — 2013
Institute in International Law - Comparative Corporate Law
Rikkyo University 2011 — 2011
Business in Japan and East Asia Program
PIMCO November 2010 - Present
The Bank of Nova Scotia November 2009 - November 2010
MEAG NY April 2009 - November 2009
Morgan Stanley February 2007 - November 2008
Morgan Stanley December 2005 - February 2007
Skills
Derivatives, Prime Brokerage, Hedge Funds, Swaps, Securities, Options, Securities Lending, ISDA, Commodity, Foreign Exchange, Financial Services, Banking, Fixed Income, Equities, Capital Markets, CRM, Asset Managment, Finance
Education
University of Minnesota-Twin Cities 2002 — 2004
Finance
University of Münster
Certificate of International Tax Law
Morgan Stanley October 2009 - Present
Accenture February 2004 - Present
Bank Andara 2008 - 2009
AT&T 2006 - 2006
Fireman's Fund Insurance Company 2004 - 2005
Wells Fargo Advisors 2004 - 2004
Skills
Business Process Design, Process Engineering, Enterprise Architecture
Education
University of Missouri-Rolla 1999 — 2003
Cassville High School 1995 — 1999
Morgan Stanley March 1988 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Alternative Investments, Investment Advisory, ETFs, Fixed Income, Asset Allocation, Uniform Combined State..., Municipal Bonds, Bonds, Mutual Funds
Education
Utah State University 1974 — 1977
Doctor of Philosophy (PhD), Psychology
Utah State University 1972 — 1974
Master's degree, Psychology
The University of Montana 1970 — 1972
Bachelor of Arts (B.A.), Psychology
Morgan Stanley April 1999 - Present
Skills
Derivatives, Data Warehousing, Data Modeling, Business Intelligence, Business Analysis, SDLC, SQL, Sybase, Vendor Management, Fixed Income, Equities, IT Strategy, Requirements Gathering, Requirements Analysis, Software Project..., Basel II, DB2, Enterprise Architecture, Investment Banking, Management, Unix, Risk Management, Trading Systems
Education
University of Mumbai
Bremer Investment Services/Raymond James Financial Services November 2014 - Present
Cuna Brokerage January 2010 - October 2014
Provident Financial Group May 2006 - November 2010
Allianz Life September 1999 - September 2006
Morgan Stanley November 1995 - September 1999
Education
SW 82
University of Minnesota-Twin Cities
Political Science
Morgan Stanley January 2009 - Present
Citigroup February 2004 - December 2008
Skills
SDLC, Capital Markets, Sybase, Investment Banking, Fixed Income, Business Analysis, Management, IT Operations, Unix, Credit Derivatives, Portfolio Management, Prime Brokerage, Derivatives, Banking, Trading Systems, Risk Management, Equities, Vendor Management, Market Data, Financial Services
Education
University of Mumbai 1986 — 1990
Bachelors, Instrumentation
Presidio September 2014 - Present
Morgan Stanley May 2012 - August 2014
Skills
Vendor Management, Telecommunications, Equities, Project Management, IT Strategy, Business Analysis, Fixed Income, Portfolio Management, Team Management, Project Portfolio..., PMO, Financial Services, SDLC, Risk Management
Education
University of Mississippi 1991 — 2005
BA, Marketing
Dahl Recruiting, LLC. January 2012 - Present
Morgan Stanley January 2010 - January 2012
Ameriprise Financial June 2008 - April 2009
Wachovia Securities, LLC 2006 - 2008
Skills
Series 7, Financial Analysis, Strategic Financial..., Coaching, Recruiting, Finance, Management, Investments, Training, Leadership, Securities, Financial Advisory, Financial Services, Business Planning
Education
University of Minnesota-Twin Cities 1964 — 1968
BSB, Business
Fidelity Investments February 2013 - Present
Thirvent Financial for Lutherans August 2010 - January 2012
Merrill Lynch 2007 - 2009
Morgan Stanley 1981 - 2006
Education
University of Minnesota-Twin Cities
B.A., Speech-Communications
Morgan Stanley February 2003 - Present
RBC Dain Rauscher August 1993 - October 2001
Prudential Bache August 1990 - August 1993
Education
University of Washington 1991 — 1992
The University of Montana 1983 — 1985
Morgan Stanley June 2015 - Present
Societe Generale March 2013 - May 2015
JPMorgan Chase November 2010 - January 2013
Bank of America Merrill Lynch August 2008 - November 2010
Merrill Lynch February 2006 - July 2008
Merrill Lynch - Tata Consultancy Services Ltd October 2004 - February 2006
Sundyne Technologies Pvt. Ltd August 2003 - September 2004
Skills
FIX, Onboarding, Electronic Trading, Unix, Equities, Futures, Options, Market Data, Trading, Exchange Connectivity, Order Management, Trading Systems, User Acceptance Testing, Perl, Derivatives, Sybase, Low Latency, Equity Derivatives, FX Options, Fixed Income, Foreign Exchange
Education
University of Mumbai 1998 — 2002
Bachelors, Electronic Engineering
Morgan Stanley 2009 - Present
EMC 2006 - 2009
Cap Gemini 2002 - 2005
Morgan Stanley 2000 - 2002
Education
University of Minnesota-Twin Cities 1994 — 1998
BS, Engineering
Morgan Stanley September 2014 - Present
Chronobiology Center, University of Minnesota October 2012 - May 2014
Credit Suisse India June 2011 - August 2012
Copal Partners September 2009 - June 2011
Skills
Financial Modeling, Financial Analysis, Equity Research, Bloomberg, Derivatives, Matlab, Market Analysis, Financial Research, Equities, Leadership, Management, Industry Research, Corporate Finance, Risk Analytics, Option Pricing Models, Interest Rate..., Energy Derivatives, Value at Risk, Valuation Modeling, Enterprise Valuation, C#, DCF Valuation, Company Valuation, Fixed Income, Mortgage Servicing, VAR, Time Series Analysis, Quantitative Finance, Valuation, Market Risk, Risk Management
Education
University of Minnesota-Twin Cities 2012 — 2014
Master of Science (MS), Financial Mathematics
Institute of Rural Management, Jaipur 2007 — 2009
MBA, Major in Finance, Minors in Marketing, A
Agra College 2004 — 2007
BS, Mathematics, Physics, A
UBS Financial Services, Inc. December 2010 - Present
Morgan Stanley March 2008 - December 2010
Huntington National Bank (formerly Sky Trust) February 2004 - March 2008
Soloman Smith Barney March 2000 - February 2004
H&R Block Financial Advisors (formerly Olde Discount) July 1997 - March 2000
Education
University of Mount Union 1993 — 1997
B.A., Business and Economics
Scotiabank July 2015 - Present
Morgan Stanley July 2012 - May 2015
BNP Paribas February 2011 - July 2012
L&T Infotech July 2007 - December 2010
Skills
Java, J2EE Application..., Struts, Spring, Spring Framework, Hibernate, Hibernate 3.1, JavaScript, jQuery, Oracle, Java Enterprise Edition, JUnit, JSP, XML, Eclipse, Tomcat
Education
University of Mumbai 2005 — 2007
Master of Science (M.Sc.), Information Technology
University of Mumbai 2002 — 2005
Bachelor of Science (B.Sc.), Information Technology
Wells Fargo 2006 - Present
Merrill Lynch 2004 - 2006
Goldman Sachs 2003 - 2004
Morgan Stanley 2000 - 2003
Citibank India 1996 - 2000
Skills
SDLC, Software Project..., Requirements Analysis, Business Analysis, Unix, Requirements Gathering, SQL, Business Intelligence, Data Warehousing, Visio, Websphere, Trading Systems, Enterprise Architecture
Education
University of Pune 1993 — 1996
MCA, Mathematics, Computer Science
Mumbai University 1990 — 1993
BS, Mathematics
Reinhart Foodservice March 2006 - August 2009
US Foodservice March 2004 - March 2006
MassMutual Financial Group 2002 - 2004
Morgan Stanley 2001 - 2002
JJ Taylor Distributor 1999 - 2000
Chisago Lakes Dristributing 1995 - 1999
Up North Restaurant & Main Street Deli 1992 - 1995
Education
University of Minnesota-Twin Cities 1982 — 1987
Mass Communications
Morgan Stanley March 2014 - Present
Morgan Stanley October 2012 - March 2014
JPMorgan Chase May 2012 - August 2012
Skills
Social Media, Microsoft Office, Analysis, Accounting, Banking, Team Building, Business Planning, Customer Service, Data Analysis, Excel, English, Forecasting, Financial Analysis, Financial Planning, Financial Reporting, Leadership Development, Mergers, Social Networking, Operations, Organizing, PowerPoint, Strategic Planning, Quantitative, Customer Relations, Real Estate, Problem Solving, Tax, Valuation, Word, Writing, Web, New York, Series 7, Bonds, Finance, Risk Management, Investments, Fixed Income, Equities, Capital Markets, Bloomberg, Securities, Trading, Strategic Financial..., Budgets, Financial Accounting, Microsoft Excel, Leadership
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science, Business Administration; Finance & Banking
IndiaBoulevard May 2015 - Present
ZLemma November 2014 - May 2015
Bloomberg LP June 2011 - November 2014
Morgan Stanley June 2005 - June 2011
Skills
Financial Analysis, Product Management, Sales, Portfolio Management, Capital Markets, Internal Controls, Investment Banking, Finance, Equities, Valuation, Asset Management, Bloomberg, Financial Markets
Education
University of Mumbai 2005 — 2007
M.Com, Accounting and Finance
Lala Lajpat Rai College of Commerce & Economics 2002 — 2005
BMS, Finance
Broker 2013 - Present
Court Appointed Special Advocate (CASA) February 2009 - Present
Morgan Stanley January 2008 - January 2009
Conseco Ins. Co. May 2004 - December 2007
Allstate January 1988 - December 2003
Skills
Long Term Care Insurance, Life Insurance, Medicare, Health Insurance, Term Life Insurance, Child Advocacy, Nonprofits, Helping Clients, Customer Service, Fundraising, Insurance, Leadership, Long-term Care, Outlook, Sales, Strategic Planning, Underwriting, Workers Compensation
Education
University of Minnesota-Twin Cities
Bachelor's degree, History/economics, 3.4
University of Minnesota-Twin Cities
Master of Arts (MA), Hubert H. Humphrey School Of Public Affairs
Morgan Stanley April 2014 - Present
Morgan Stanley (Consultant) August 2010 - March 2014
NYC Department of Education March 2007 - July 2010
JP Morgan Chase - Worldwide Securities Services October 2006 - December 2006
AT&T Global Services September 2003 - September 2006
Rite Aid Corporation January 2002 - August 2003
MCI August 2000 - August 2001
H Betti Industries June 2000 - August 2000
Comsat Max Ltd April 1995 - June 2000
Neutron Electronic Systems August 1993 - April 1995
Education
University of Mumbai 1988 — 1992
Bachelor of Engineering, Electronics & Telecommunications
Dunbrooke Apparel January 2006 - Present
Morgan Stanley September 1994 - December 2005
Black & Decker June 1990 - September 1994
Black and Decker/ Dewalt 1990 - 1994
Skills
Marketing Strategy, Sales Operations, Sales, Management, Sales Management, Strategic Planning, Account Management, Cross-functional Team..., Forecasting, Pricing
Education
University of Missouri-Columbia 1985 — 1989
Family Economic Management, Financial Planning
Napier Park Global Capital February 2013 - Present
Citi Capital Advisors July 2009 - April 2013
Barclays Capital/Lehman Bros May 2005 - July 2009
Morgan Stanley 2002 - 2005
Skills
Hedge Funds, Capital Markets, Equities, Portfolio Management, Investment Banking, Fixed Income, Derivatives, Bloomberg, Alternative Investments, Structured Products, Asset Management, Valuation, Investments
Education
University of Missouri-Columbia
BSBA, Finance
The Roosevelt Investment Group December 2007 - Present
ING Investment Management August 2002 - December 2007
Wells Fargo October 1999 - August 2002
Morgan Stanley July 1997 - March 1999
Gabelli & Partners August 1995 - July 1997
Skills
Asset Allocation, ETFs, Series 63, Portfolio Management, Alternative Investments, Investment Advisory, Series 65, Asset Management, Separately Managed..., Equity Research, Series 7, Hedge Funds, Asset Managment, Fixed Income, Equities, Mutual Funds, Wealth Management, Investments, Investment Strategies, Securities, Bonds, Financial Markets
Education
University of Nevada-Reno 1994 — 1996
Masters, Public Administration
The University of Montana 1990 — 1994
B.A., Political Science and Government
Credit Suisse 2015 - Present
Morgan Stanley 2012 - 2015
The Walt Disney Company/ESPN 2010 - 2012
Opus 2008 - 2008
University of Minnesota 2007 - 2008
Education
University of Minnesota - Carlson School of Management 2006 — 2008
Master of Business Taxation
Students For Education Reform September 2015 - Present
Students For Education Reform January 2014 - September 2015
Students For Education Reform January 2013 - January 2014
Morgan Stanley May 2012 - January 2013
Skills
Financial Modeling, Fundraising, Strategy, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Bloomberg, Public Speaking, Nonprofits, Equities, Financial Analysis, Leadership, Research, WordPress, Web Design, Web Development, Salesforce.com, Python, Adobe Creative Suite, Microsoft Word, Event Planning, Spanish, Social Media
Education
University of Minnesota - Carlson School of Management 2009 — 2012
B.S.B., Finance
Commercial and Savings Bank July 2012 - Present
Morgan Stanley Smith Barney March 2008 - July 2012
Smith Barney 2002 - 2008
Morgan Stanley 1997 - 2002
Skills
Banking, Small Business Lending, Consumer Lending, Sales, Retail Banking, Loans, Customer Service, Finance, Commercial Lending, Leadership, Management, Team Building, Strategic Planning
Education
University of Mount Union 1994 — 1998
Bachelor of Arts, Business Administration/Finance; Accounting; Mathematics
Morgan Stanley October 2013 - Present
Merrill Lynch February 2011 - October 2013
Skills
Financial Analysis, Valuation, Investments, Analysis, Series 7, Financial Planning, Market Analysis, Microsoft Excel, Uniform Combined State..., Investment Strategies, Finance, Portfolio Management, Strategic Financial..., Writing Skills, Group Presentations, Industry Research, Industry Analysis, Economic Research, Chartered Financial...
Education
University of Mississippi 2001 — 2005
Bachelor, Accountancy, Cum Laude
Generation Mortgage Co. October 2013 - Present
Grant Thornton LLP December 2010 - October 2013
Grant Thornton Australia May 2012 - September 2012
Morgan Stanley February 2010 - December 2010
Ernst & Young September 2007 - February 2010
Education
University of Mississippi 2002 — 2007
Accountancy, Accounting
Goldman Sachs January 2015 - Present
Morgan Stanley January 2013 - December 2014
JPMorgan Chase August 2011 - December 2012
JPMC February 2011 - July 2011
Atos April 2008 - January 2011
MindTree 2004 - 2007
Skills
Spring, Hibernate, Java Enterprise Edition, Web Services, Tomcat, JUnit, Subversion, Agile Methodologies, JMS, Design Patterns, SOA, Struts, Unix, Maven, Google Guava, Hadoop, Java, Spring Framework
Education
Mumbai University 1999 — 2003
B.E., Computer Engineer
Morgan Stanley 2010 - 2011
Education
University of Missouri-Columbia 2001 — 2013
J.P. Morgan November 2014 - Present
KPMG US November 2013 - Present
HSBC May 2013 - November 2013
HSBC April 2010 - May 2013
East Windsor LLC July 2007 - March 2010
Unibeton Ready-Mix LLC December 2004 - December 2005
Morgan Stanley April 2003 - November 2004
Growth Enterprises January 2002 - April 2003
HSBC October 1999 - December 2001
ICAP May 1998 - October 1999
Skills
Proficient in SQL..., •SAS(Statistical..., Norkom / Mantas, Oracle..., •VB Script, and HP..., Certified Anti-Money..., Finance, Financial Risk, Anti Money Laundering, Account Reconciliation, Banking, Auditing
Education
University of Mumbai 1989 — 1994
•Bachelors in Accounting and computer systems from Mumbai University, Managerial Intermediate Accounting, Financial Management, Accounting, Audit and computer systems
Morgan Stanley 2007 - Present
Headstrong 2005 - 2006
AT&T 2003 - 2005
Logistic Solutions, Inc 1997 - 2003
Kale Consultants 1995 - 1997
Education
University of Mumbai 1990 — 1994