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
Maree Magliocchetti Maree Magliocchetti's Morgan Stanley Experience June 2015 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Alpha Chi Omega Fraternity, Inc. May 2013 - May 2015
Alpha Chi Omega, Alpha Tau Chapter January 2012 - December 2012
The Committee to Elect Paul Magliocchetti May 2012 - November 2012
Law offices of Sheehan, Schiavoni, Jutras, Magliocchetti May 2012 - September 2012
University of New Hampshire September 2010 - June 2011
Skills
Event Planning, Documentaries, Public Speaking, Community Outreach, Teamwork, Fundraising, Editing, Leadership, Public Relations, Team Leadership, Advertising, Social Networking, Customer Service, Sales, Social Media, Microsoft Office, PowerPoint
Education
University of New Hampshire 2009 — 2013
Bachelor of Arts (B.A.), History, Political Science
University of New Hampshire 2009 — 2013
Bachelor of Arts (B.A.), History
TIMBERLANE REGIONAL HIGH SCHOOL 2005 — 2009
Morgan Stanley June 2015 - Present
Alpha Chi Omega Fraternity, Inc. May 2013 - May 2015
Alpha Chi Omega, Alpha Tau Chapter January 2012 - December 2012
The Committee to Elect Paul Magliocchetti May 2012 - November 2012
Law offices of Sheehan, Schiavoni, Jutras, Magliocchetti May 2012 - September 2012
University of New Hampshire September 2010 - June 2011
Skills
Event Planning, Documentaries, Public Speaking, Community Outreach, Teamwork, Fundraising, Editing, Leadership, Public Relations, Team Leadership, Advertising, Social Networking, Customer Service, Sales, Social Media, Microsoft Office, PowerPoint
Education
University of New Hampshire 2009 — 2013
Bachelor of Arts (B.A.), History, Political Science
University of New Hampshire 2009 — 2013
Bachelor of Arts (B.A.), History
TIMBERLANE REGIONAL HIGH SCHOOL 2005 — 2009
Jacob Conger Jacob Conger's Morgan Stanley Experience June 2014 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Global Brigades, Inc. December 2013 - April 2014
Morgan Stanley June 2013 - August 2013
Ally Financial Inc. May 2012 - August 2012
Taylor Richards & Conger 2008 - 2010
JTA Talent Agency 1997 - 2010
Skills
Spanish, Excel, PowerPoint, iMovie, Improvisation, Problem Solving, QRM, Bloomberg, SQL, Microsoft SQL Server, Microsoft Excel, Financial Analysis, Data Analysis, Financial Modeling, Analysis, Finance, Investment Banking
Education
Kenan-Flagler Business School 2012 — 2014
Bachelor of Science (B.S.), Business Administration, Consulting/Entrepreneurship
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (B.Sc.), Business Administration
Providence Day School 2006 — 2010
Morgan Stanley June 2014 - Present
Global Brigades, Inc. December 2013 - April 2014
Morgan Stanley June 2013 - August 2013
Ally Financial Inc. May 2012 - August 2012
Taylor Richards & Conger 2008 - 2010
JTA Talent Agency 1997 - 2010
Skills
Spanish, Excel, PowerPoint, iMovie, Improvisation, Problem Solving, QRM, Bloomberg, SQL, Microsoft SQL Server, Microsoft Excel, Financial Analysis, Data Analysis, Financial Modeling, Analysis, Finance, Investment Banking
Education
Kenan-Flagler Business School 2012 — 2014
Bachelor of Science (B.S.), Business Administration, Consulting/Entrepreneurship
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (B.Sc.), Business Administration
Providence Day School 2006 — 2010
Peter Bearse's Morgan Stanley Experience 1989 - 1990
Job Data Scientist
Industry Marketing and Advertising
Experience
Integral Ad Science April 2015 - Present
Amazon 2013 - 2015
University of North Carolina at Greensboro 2004 - 2013
University of North Carolina at Greensboro 1998 - 2004
University of Tennessee at Knoxville/Center for Business and Economic Reasearch 1995 - 1998
Morgan Stanley 1989 - 1990
Education
University of Virginia 1990 — 1995
MA/PhD, Economics
University of North Carolina at Chapel Hill 1984 — 1989
BA Economics/BA Philosophy
Integral Ad Science April 2015 - Present
Amazon 2013 - 2015
University of North Carolina at Greensboro 2004 - 2013
University of North Carolina at Greensboro 1998 - 2004
University of Tennessee at Knoxville/Center for Business and Economic Reasearch 1995 - 1998
Morgan Stanley 1989 - 1990
Education
University of Virginia 1990 — 1995
MA/PhD, Economics
University of North Carolina at Chapel Hill 1984 — 1989
BA Economics/BA Philosophy
Beth (Legendre) MacDonald Beth (Legendre) MacDonald's Morgan Stanley Experience September 2013 - Present
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Barclays October 2008 - September 2013
Lehman Brothers August 2007 - October 2008
Ocean Properties May 2005 - August 2007
Skills
Fixed Income, Portfolio Management, Financial Analysis, Investment Banking, Equities, Wealth Management, Alternative Investments, Asset Based Lending, Foreign Currency...
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
BS, Business Management, Durham, NH
Regent's College 2003 — 2004
International Business Study Abroad Program, London, England
Rice Memorial 2000 — 2001
High School Diploma, South Burlington, VT
Notre Dame Academy 1997 — 1999
Worcester, MA
Morgan Stanley September 2013 - Present
Barclays October 2008 - September 2013
Lehman Brothers August 2007 - October 2008
Ocean Properties May 2005 - August 2007
Skills
Fixed Income, Portfolio Management, Financial Analysis, Investment Banking, Equities, Wealth Management, Alternative Investments, Asset Based Lending, Foreign Currency...
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
BS, Business Management, Durham, NH
Regent's College 2003 — 2004
International Business Study Abroad Program, London, England
Rice Memorial 2000 — 2001
High School Diploma, South Burlington, VT
Notre Dame Academy 1997 — 1999
Worcester, MA
Evans McCaul Evans McCaul's Morgan Stanley Experience June 2014 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Enterprise Rent-A-Car June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Public Speaking, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
BS with Highest Distinction, Business Administration - Emphasis in Corporate Finance
University of North Carolina at Chapel Hill 2010 — 2014
BA with Highest Distinction, Political Science
Memphis University School 2004 — 2010
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Enterprise Rent-A-Car June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Public Speaking, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
BS with Highest Distinction, Business Administration - Emphasis in Corporate Finance
University of North Carolina at Chapel Hill 2010 — 2014
BA with Highest Distinction, Political Science
Memphis University School 2004 — 2010
Danielle Place Danielle Place's Morgan Stanley Experience April 2013 - April 2014
Job Associate Director UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services April 2014 - Present
Morgan Stanley April 2013 - April 2014
Investors Capital October 2007 - April 2013
Morgan Stanley September 2006 - October 2007
Banc of America Investments April 2005 - September 2006
Morgan Stanley August 2003 - April 2005
Education
New England School of Law 2012 — 2016
Currently enrolled, Banking, Corporate, Finance, and Securities Law
University of New Hampshire 1999 — 2003
Bachelor's degree, Political Science and Government, 3.5
UBS Financial Services April 2014 - Present
Morgan Stanley April 2013 - April 2014
Investors Capital October 2007 - April 2013
Morgan Stanley September 2006 - October 2007
Banc of America Investments April 2005 - September 2006
Morgan Stanley August 2003 - April 2005
Education
New England School of Law 2012 — 2016
Currently enrolled, Banking, Corporate, Finance, and Securities Law
University of New Hampshire 1999 — 2003
Bachelor's degree, Political Science and Government, 3.5
Matt Carlyon Matt Carlyon's Morgan Stanley Experience 2001 - 2005
Job Director of Development College of Engineering at Colorado State University
Industry Fund-Raising
Experience
Colorado State University August 2013 - Present
University of New Hampshire November 2006 - July 2013
Citizens Advisers January 2005 - November 2006
Morgan Stanley 2001 - 2005
Merrill Lynch 1998 - 2001
Skills
Fundraising, Leadership, Alumni Relations, Grant Writing, Investments, Higher Education, Public Speaking, Program Development, Volunteer Management, Strategic Planning, Management, Nonprofits, Event Management, Leadership Development, Marketing, Program Management, Social Media
Education
University of Pennsylvania - The Wharton School
CIMA - Certified Investment Management Analyst Program
University of New Hampshire
BA - College of Engineering & Physical Sciences
Colorado State University August 2013 - Present
University of New Hampshire November 2006 - July 2013
Citizens Advisers January 2005 - November 2006
Morgan Stanley 2001 - 2005
Merrill Lynch 1998 - 2001
Skills
Fundraising, Leadership, Alumni Relations, Grant Writing, Investments, Higher Education, Public Speaking, Program Development, Volunteer Management, Strategic Planning, Management, Nonprofits, Event Management, Leadership Development, Marketing, Program Management, Social Media
Education
University of Pennsylvania - The Wharton School
CIMA - Certified Investment Management Analyst Program
University of New Hampshire
BA - College of Engineering & Physical Sciences
Michael Berard Michael Berard's Morgan Stanley Experience March 2007 - Present
Job Senior Vice President/Wealth Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2007 - Present
Wells Fargo Advisors December 2000 - March 2007
Skills
Asset Protection, Series 7, Investments, Private Banking, Portfolio Management, Wealth, Finance, Financial Risk, Wealth Management, Wealth Management..., Investment Advisory, Operations Management, Retirement Planning, Asset Allocation, Coaching
Education
University of North Carolina at Chapel Hill
Bachelor of Arts, Economics
Morgan Stanley March 2007 - Present
Wells Fargo Advisors December 2000 - March 2007
Skills
Asset Protection, Series 7, Investments, Private Banking, Portfolio Management, Wealth, Finance, Financial Risk, Wealth Management, Wealth Management..., Investment Advisory, Operations Management, Retirement Planning, Asset Allocation, Coaching
Education
University of North Carolina at Chapel Hill
Bachelor of Arts, Economics
Erin Tamberella's Morgan Stanley Experience October 2001 - November 2004
Job President, Executive Transformations: FA Coach/AuthorBusiness Development Systems Expert; Certified Retirement Coach
Industry Financial Services
Experience
Executive Transformations Inc 2004 - Present
Morgan Stanley October 2001 - November 2004
Morgan Stanley January 1994 - September 2001
Prudential Securities January 1988 - January 1994
Legg Mason August 1987 - January 1988
Skills
Business Development, Financial Advisor..., Executive Coaching, Business Coaching, Sales Coaching, Practice Management, Business Writing, Wealth Management, Investments, Retirement Planning, Asset Management, Strategic Financial..., Finance, Financial Advisory, Investment Strategies, Securities, Strategic Planning, Asset Allocation, Series 7, Coaching, Investment Advisory, Financial Services, Financial Planning
Education
University of New Orleans 1980 — 1985
Bachelor of Science, Economics
Executive Transformations Inc 2004 - Present
Morgan Stanley October 2001 - November 2004
Morgan Stanley January 1994 - September 2001
Prudential Securities January 1988 - January 1994
Legg Mason August 1987 - January 1988
Skills
Business Development, Financial Advisor..., Executive Coaching, Business Coaching, Sales Coaching, Practice Management, Business Writing, Wealth Management, Investments, Retirement Planning, Asset Management, Strategic Financial..., Finance, Financial Advisory, Investment Strategies, Securities, Strategic Planning, Asset Allocation, Series 7, Coaching, Investment Advisory, Financial Services, Financial Planning
Education
University of New Orleans 1980 — 1985
Bachelor of Science, Economics
Dan Lindstrom Dan Lindstrom's Morgan Stanley Experience May 2004 - October 2010
Job Sr. VP Financial Advisor at UBS
Industry Financial Services
Experience
UBS October 2010 - Present
Morgan Stanley May 2004 - October 2010
Piper Jaffray September 1994 - May 2004
Skills
Investments
Education
University of Nebraska-Lincoln 1976 — 1980
UBS October 2010 - Present
Morgan Stanley May 2004 - October 2010
Piper Jaffray September 1994 - May 2004
Skills
Investments
Education
University of Nebraska-Lincoln 1976 — 1980
Drew Perryman Drew Perryman's Morgan Stanley Experience December 1986 - February 2011
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2011 - Present
Morgan Stanley December 1986 - February 2011
Skills
Asset Allocation, Wealth Management, Asset Management, Tax Efficiency, Strategic Planning
Education
University of North Carolina at Chapel Hill 1981 — 1985
Bachelor of Science (B.S.), Business Administration
Robert W. Baird & Co. February 2011 - Present
Morgan Stanley December 1986 - February 2011
Skills
Asset Allocation, Wealth Management, Asset Management, Tax Efficiency, Strategic Planning
Education
University of North Carolina at Chapel Hill 1981 — 1985
Bachelor of Science (B.S.), Business Administration
Christopher Li Christopher Li's Morgan Stanley Experience January 2013 - February 2013
Job Senior Analyst, Media at DigitasLBi
Industry Marketing and Advertising
Experience
DigitasLBi June 2014 - Present
LeadQual, LLC February 2013 - June 2014
Morgan Stanley January 2013 - February 2013
University of North Carolina at Chapel Hill March 2011 - December 2012
Staples June 2010 - August 2010
Skills
Digital Marketing, Digital Strategy, Marketing Analytics, SEM, Google Adwords, Data Analysis, Microsoft Excel, Economics, Research, Microsoft Office, Digital Media, Client Development
Education
University of North Carolina at Chapel Hill 2009 — 2012
Bachelor of Arts (B.A.), Economics
University of Notre Dame 2008 — 2009
Lexington High School
DigitasLBi June 2014 - Present
LeadQual, LLC February 2013 - June 2014
Morgan Stanley January 2013 - February 2013
University of North Carolina at Chapel Hill March 2011 - December 2012
Staples June 2010 - August 2010
Skills
Digital Marketing, Digital Strategy, Marketing Analytics, SEM, Google Adwords, Data Analysis, Microsoft Excel, Economics, Research, Microsoft Office, Digital Media, Client Development
Education
University of North Carolina at Chapel Hill 2009 — 2012
Bachelor of Arts (B.A.), Economics
University of Notre Dame 2008 — 2009
Lexington High School
Tom Rocco Tom Rocco's Morgan Stanley Experience June 2004 - June 2005
Job Regional Vice President at Invesco
Industry Financial Services
Experience
Invesco Ltd. September 2007 - Present
ING Funds July 2006 - August 2007
ING Funds June 2005 - July 2006
Morgan Stanley June 2004 - June 2005
Skills
Mutual Funds, ETFs, Asset Allocation, Investment Strategies, Unit Investment Trusts, Separately Managed..., Investment Management, Alternative Investments, Financial Markets, Investment Advisory, Asset Management, Bonds, Closed-end Funds, Investment Portfolios, Economics
Education
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2003
Bachelor of Science
Invesco Ltd. September 2007 - Present
ING Funds July 2006 - August 2007
ING Funds June 2005 - July 2006
Morgan Stanley June 2004 - June 2005
Skills
Mutual Funds, ETFs, Asset Allocation, Investment Strategies, Unit Investment Trusts, Separately Managed..., Investment Management, Alternative Investments, Financial Markets, Investment Advisory, Asset Management, Bonds, Closed-end Funds, Investment Portfolios, Economics
Education
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2003
Bachelor of Science
Logan Goldhorn Logan Goldhorn's Morgan Stanley Experience August 2014 - August 2015
Job ViceChairman and Cofounder at Price Partnership, LLC
Industry Investment Banking
Experience
Price Partnership, LLC July 2012 - Present
Morgan Stanley August 2014 - August 2015
Skills
Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Teamwork, Customer Service, Investments, Economics, Valuation, Public Speaking, Microsoft Excel, Leadership
Education
University of Nebraska-Lincoln 2013 — 2017
Bachelor's Degree of Science (B.S.), Economics & Finance, Minor in Philosophy, Junior
Price Partnership, LLC July 2012 - Present
Morgan Stanley August 2014 - August 2015
Skills
Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Teamwork, Customer Service, Investments, Economics, Valuation, Public Speaking, Microsoft Excel, Leadership
Education
University of Nebraska-Lincoln 2013 — 2017
Bachelor's Degree of Science (B.S.), Economics & Finance, Minor in Philosophy, Junior
John T Holcombe John T Holcombe's Morgan Stanley Experience 2011 - 2011
Job Private Wealth Advisor
Industry Financial Services
Experience
TriCor Financial LLC January 2012 - Present
Morgan Stanley 2011 - 2011
Wells Fargo Advisors 2003 - 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, Series 66, Securities, Annuities, Investments, Asset Management, Wealth Management, Financial Planning, Retirement Planning, Portfolio Management, Customer Relations, Asset Allocation, Mutual Funds, Financial Advisory, Investment Strategies, Estate Planning, Insurance, Strategic Financial..., Fixed Annuities, Uniform Combined State..., Customer Service, Financial Analysis, Financial Risk, Wealth Management..., Finance, Life Insurance, Financial Planners, Investment Advisory, Retirement, IRAs, Variable Annuities, Series 63, Series 65, FINRA, 401k, Alternative Investments
Education
University of Nevada Las Vegas Lee Business School 1993 — 1998
BS, Finance
TriCor Financial LLC January 2012 - Present
Morgan Stanley 2011 - 2011
Wells Fargo Advisors 2003 - 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, Series 66, Securities, Annuities, Investments, Asset Management, Wealth Management, Financial Planning, Retirement Planning, Portfolio Management, Customer Relations, Asset Allocation, Mutual Funds, Financial Advisory, Investment Strategies, Estate Planning, Insurance, Strategic Financial..., Fixed Annuities, Uniform Combined State..., Customer Service, Financial Analysis, Financial Risk, Wealth Management..., Finance, Life Insurance, Financial Planners, Investment Advisory, Retirement, IRAs, Variable Annuities, Series 63, Series 65, FINRA, 401k, Alternative Investments
Education
University of Nevada Las Vegas Lee Business School 1993 — 1998
BS, Finance
Zachary Mulkern's Morgan Stanley Experience November 2014 - July 2015
Job Student at Peter T Paul College of Business & Economics | Intern at Morgan Stanley Wealth Management
Industry Financial Services
Experience
LPL Financial September 2015 - Present
Morgan Stanley November 2014 - July 2015
TD May 2014 - August 2014
Ameriprise Financial Services, Inc. January 2014 - May 2014
Mulkern Mechanical June 2011 - January 2014
Mansfield Youth Basketball Association December 2010 - February 2012
Skills
Teamwork, Economics, Social Media, Microsoft Excel, Research, Microsoft Word, Leadership, PowerPoint, Financial Analysis, Risk Management, Finance, Market Research, Financial Modeling, Market Analysis, Data Analysis, Loans, Portfolio Management
Education
University of New Hampshire 2012 — 2016
Bachelor of Arts (BA), Economics, Option: Money and Financial Markets
LPL Financial September 2015 - Present
Morgan Stanley November 2014 - July 2015
TD May 2014 - August 2014
Ameriprise Financial Services, Inc. January 2014 - May 2014
Mulkern Mechanical June 2011 - January 2014
Mansfield Youth Basketball Association December 2010 - February 2012
Skills
Teamwork, Economics, Social Media, Microsoft Excel, Research, Microsoft Word, Leadership, PowerPoint, Financial Analysis, Risk Management, Finance, Market Research, Financial Modeling, Market Analysis, Data Analysis, Loans, Portfolio Management
Education
University of New Hampshire 2012 — 2016
Bachelor of Arts (BA), Economics, Option: Money and Financial Markets
Lindsy Franklin's Morgan Stanley Experience 2010 - 2011
Job Sr. Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2012 - Present
Morgan Stanley 2010 - 2011
BBVA Compass 2004 - 2010
Skills
Private Banking, Wealth Management, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Bank Management, Small Business Lending, Trust Services, Brokerage, Financial Advisory, Mortgage Lending, Mutual Funds, Investments, Portfolio Management, Credit Analysis, Credit, Banking, Finance, Loans
Education
University of Nebraska-Lincoln
Bachelor of Business Administration (B.B.A.), Finance/Marketing
Charles Schwab 2012 - Present
Morgan Stanley 2010 - 2011
BBVA Compass 2004 - 2010
Skills
Private Banking, Wealth Management, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Bank Management, Small Business Lending, Trust Services, Brokerage, Financial Advisory, Mortgage Lending, Mutual Funds, Investments, Portfolio Management, Credit Analysis, Credit, Banking, Finance, Loans
Education
University of Nebraska-Lincoln
Bachelor of Business Administration (B.B.A.), Finance/Marketing
Aaron Richmond's Morgan Stanley Experience June 2001 - August 2005
Job Sales Professional at Purdue Pharma
Industry Pharmaceuticals
Experience
Purdue Pharma January 2011 - Present
Sanofi August 2008 - December 2010
Sierra Energy Solutions, Inc. February 2006 - August 2008
Morgan Stanley June 2001 - August 2005
Skills
Cardiology, Endocrinology, Hospital Sales, Managed Care, Neurology, Pharmaceutical Industry, Pharmaceutical Sales, Rheumatology, Sales Effectiveness, Urology, Gastroenterology, Pulmonology, Nephrology, Pain Management, Oncology, Sales, Leadership
Education
University of Nevada-Reno 1998 — 2001
Bachelor of Business Administration (B.B.A.), Marketing, Finance
Purdue Pharma January 2011 - Present
Sanofi August 2008 - December 2010
Sierra Energy Solutions, Inc. February 2006 - August 2008
Morgan Stanley June 2001 - August 2005
Skills
Cardiology, Endocrinology, Hospital Sales, Managed Care, Neurology, Pharmaceutical Industry, Pharmaceutical Sales, Rheumatology, Sales Effectiveness, Urology, Gastroenterology, Pulmonology, Nephrology, Pain Management, Oncology, Sales, Leadership
Education
University of Nevada-Reno 1998 — 2001
Bachelor of Business Administration (B.B.A.), Marketing, Finance
James Boccardo James Boccardo's Morgan Stanley Experience May 2003 - August 2003
Job Director of Strategy Resurgent Capital
Industry Banking
Experience
Resurgent Capital Services May 2014 - Present
CertusBank October 2012 - April 2014
Bank of America June 2006 - December 2012
Wachovia June 2004 - June 2006
Morgan Stanley May 2003 - August 2003
Skills
Financial Modeling, Corporate Finance, Capital Markets, Cost Accounting, Treasury Management, GAAP, Credit Analysis, Fixed Income, Investment Banking, Finance, Microsoft Excel, Capital Structure, Senior Debt, Financial Analysis, Financial Accounting, Financial Projection, Valuation, Credit, Credit Risk, Commercial Banking
Education
UNC Chapel Hill
Bachelor of Science (B.S.), Computer Science
Resurgent Capital Services May 2014 - Present
CertusBank October 2012 - April 2014
Bank of America June 2006 - December 2012
Wachovia June 2004 - June 2006
Morgan Stanley May 2003 - August 2003
Skills
Financial Modeling, Corporate Finance, Capital Markets, Cost Accounting, Treasury Management, GAAP, Credit Analysis, Fixed Income, Investment Banking, Finance, Microsoft Excel, Capital Structure, Senior Debt, Financial Analysis, Financial Accounting, Financial Projection, Valuation, Credit, Credit Risk, Commercial Banking
Education
UNC Chapel Hill
Bachelor of Science (B.S.), Computer Science
Scott D. Horne Scott D. Horne's Morgan Stanley Experience August 2000 - September 2001
Job VP, Commercial Loan Officer at Woodsville Guaranty Savings Bank
Industry Banking
Experience
Woodsville Guaranty Savings Bank July 2005 - Present
First Pioneer Farm Credit, ACA October 2001 - July 2005
Morgan Stanley August 2000 - September 2001
Education
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2000
Bachelor of Arts (B.A.), Financial & Managerial Economics
University of New Hampshire 1995 — 1997
Associate's degree, Applied Business Management
New England School For Financial Studies
Woodsville Guaranty Savings Bank July 2005 - Present
First Pioneer Farm Credit, ACA October 2001 - July 2005
Morgan Stanley August 2000 - September 2001
Education
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2000
Bachelor of Arts (B.A.), Financial & Managerial Economics
University of New Hampshire 1995 — 1997
Associate's degree, Applied Business Management
New England School For Financial Studies
Edgard Puente's Morgan Stanley Experience December 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
Banco Santander October 2013 - November 2014
Banco Santander March 2013 - September 2013
University of North Carolina at Chapel Hill August 2010 - December 2012
Citi June 2012 - July 2012
Citi June 2010 - August 2010
C.A.S.S. January 2009 - June 2010
Skills
Problem Solving, Teamwork, Stata, Microsoft Office, Financial Analysis, Corporate Finance, Market Analysis, Monetary Policy, Bloomberg, Economics, Fixed Income, Trading, Emerging Markets, Macroeconomics
Education
University of North Carolina at Chapel Hill 2010 — 2012
B.A., Economics
American Institute of Higher Education 2008 — 2010
Business Administration
Morgan Stanley December 2014 - Present
Banco Santander October 2013 - November 2014
Banco Santander March 2013 - September 2013
University of North Carolina at Chapel Hill August 2010 - December 2012
Citi June 2012 - July 2012
Citi June 2010 - August 2010
C.A.S.S. January 2009 - June 2010
Skills
Problem Solving, Teamwork, Stata, Microsoft Office, Financial Analysis, Corporate Finance, Market Analysis, Monetary Policy, Bloomberg, Economics, Fixed Income, Trading, Emerging Markets, Macroeconomics
Education
University of North Carolina at Chapel Hill 2010 — 2012
B.A., Economics
American Institute of Higher Education 2008 — 2010
Business Administration
Steven M. Walker, CFP® Steven M. Walker, CFP®'s Morgan Stanley Experience January 1997 - November 2003
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Granite Capital Wealth Advisors, Inc. January 2004 - Present
Morgan Stanley January 1997 - November 2003
Skills
Financial Advisory, Retirement Planning, Securities, Financial Services, Finance, FINRA, Series 7, Wealth Management, Investments, Mutual Funds, Equities, Portfolio Management, Fixed Income, Asset Allocation, Strategic Financial..., Series 63, Investment Advisory, Retirement, Alternative Investments, Asset Management, Investment Strategies
Education
University of New Hampshire
University of Tennessee-Knoxville
Veteran: United States Army
Granite Capital Wealth Advisors, Inc. January 2004 - Present
Morgan Stanley January 1997 - November 2003
Skills
Financial Advisory, Retirement Planning, Securities, Financial Services, Finance, FINRA, Series 7, Wealth Management, Investments, Mutual Funds, Equities, Portfolio Management, Fixed Income, Asset Allocation, Strategic Financial..., Series 63, Investment Advisory, Retirement, Alternative Investments, Asset Management, Investment Strategies
Education
University of New Hampshire
University of Tennessee-Knoxville
Veteran: United States Army
Adam Nemeth's Morgan Stanley Experience May 2014 - Present
Job Scala Software Engineer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Skills
C#, WPF, .NET, Java, XML, Design Patterns, OOP, SQL, Web Services, SOAP, Visual Studio, Eclipse, XAML, LINQ, Spring, Test Driven Development, User Interface, Perl, WinForms, Object Oriented Design, Multithreading, Distributed Systems, WCF, Sybase, Hibernate, Agile Methodologies, Java Enterprise Edition, UML, JIRA, Scrum, Software Development, REST
Education
Budapest University of Technology and Economics 2002 — 2007
MSc, Honors in Computer science
University of New Hampshire 2006 — 2006
Computer Science
Toastmasters International 2009 — 2012
Morgan Stanley May 2014 - Present
Skills
C#, WPF, .NET, Java, XML, Design Patterns, OOP, SQL, Web Services, SOAP, Visual Studio, Eclipse, XAML, LINQ, Spring, Test Driven Development, User Interface, Perl, WinForms, Object Oriented Design, Multithreading, Distributed Systems, WCF, Sybase, Hibernate, Agile Methodologies, Java Enterprise Edition, UML, JIRA, Scrum, Software Development, REST
Education
Budapest University of Technology and Economics 2002 — 2007
MSc, Honors in Computer science
University of New Hampshire 2006 — 2006
Computer Science
Toastmasters International 2009 — 2012
Hinson Neville Hinson Neville's Morgan Stanley Experience June 2013 - August 2013
Job
Industry Management Consulting
Experience
Morgan Stanley June 2013 - August 2013
The McClatchy Company May 2013 - August 2013
Coleman Research Group May 2012 - August 2012
KAE January 2012 - May 2012
NC House of Representatives May 2010 - August 2011
The Daily Tar Heel August 2010 - May 2011
Skills
Public Relations, Social Media, Research, Editing, Spanish, Strategic Planning, Market Research, Qualitative Research, Media Relations, Marketing Communications, Facebook, Competitive Analysis, Photoshop, Deal Execution, Social Networking, Data Analysis
Education
University of North Carolina at Chapel Hill 2010 — 2014
B.A., Economics
North Carolina School of Science and Math 2007 — 2010
Morgan Stanley June 2013 - August 2013
The McClatchy Company May 2013 - August 2013
Coleman Research Group May 2012 - August 2012
KAE January 2012 - May 2012
NC House of Representatives May 2010 - August 2011
The Daily Tar Heel August 2010 - May 2011
Skills
Public Relations, Social Media, Research, Editing, Spanish, Strategic Planning, Market Research, Qualitative Research, Media Relations, Marketing Communications, Facebook, Competitive Analysis, Photoshop, Deal Execution, Social Networking, Data Analysis
Education
University of North Carolina at Chapel Hill 2010 — 2014
B.A., Economics
North Carolina School of Science and Math 2007 — 2010
Bart Trzynadlowski Bart Trzynadlowski's Morgan Stanley Experience April 2013 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
University of Washington January 2007 - March 2013
NVIDIA August 2012 - November 2012
National Tsing Hua University June 2010 - September 2010
University of Washington Center for Commercialization September 2009 - December 2009
University of Tokyo July 2008 - September 2008
Nevada Terawatt Facility May 2006 - August 2006
NV Energy May 2004 - May 2006
Sierra Design Group (Bally Technologies) June 2003 - August 2003
Skills
Nanotechnology, Modeling, Solar Cells, TCAD, Matlab, R, Programming, C, C++, Java, Ruby, HTML5, JavaScript, x86 Assembly, Atmel AVR, PowerPC, 68K, Emulation, OpenGL, Image Processing, Derivatives, Debugging
Education
University of Washington 2006 — 2013
Doctor of Philosophy (PhD), Electrical Engineering
University of Nevada-Reno 2002 — 2006
BS, Electrical Engineering
Morgan Stanley April 2013 - Present
University of Washington January 2007 - March 2013
NVIDIA August 2012 - November 2012
National Tsing Hua University June 2010 - September 2010
University of Washington Center for Commercialization September 2009 - December 2009
University of Tokyo July 2008 - September 2008
Nevada Terawatt Facility May 2006 - August 2006
NV Energy May 2004 - May 2006
Sierra Design Group (Bally Technologies) June 2003 - August 2003
Skills
Nanotechnology, Modeling, Solar Cells, TCAD, Matlab, R, Programming, C, C++, Java, Ruby, HTML5, JavaScript, x86 Assembly, Atmel AVR, PowerPC, 68K, Emulation, OpenGL, Image Processing, Derivatives, Debugging
Education
University of Washington 2006 — 2013
Doctor of Philosophy (PhD), Electrical Engineering
University of Nevada-Reno 2002 — 2006
BS, Electrical Engineering
Molly Monaghan's Morgan Stanley Experience June 2015 - August 2015
Job Integrated Brand Marketing Summer Analyst at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley June 2015 - August 2015
MDM Worldwide Solutions, Inc. May 2014 - August 2014
American Century Investments July 2014 - July 2014
Chi Omega November 2013 - June 2014
Penn State Office of Donor and Member Services October 2013 - March 2014
American Marketing Association February 2014 - February 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Budgets, Strategic Planning, Research, Public Speaking, Customer Service, Digital Strategy, Digital Marketing, Microsoft Office, Editing, Social Media, Social Networking
Education
Penn State University 2012 — 2016
Bachelor of Arts (B.A.), Economics Major, Double Minor in Business and Spanish, Senior
University of New Haven 2015 — 2015
International Business Study Abroad Program - Barcelona, Spain
Morgan Stanley June 2015 - August 2015
MDM Worldwide Solutions, Inc. May 2014 - August 2014
American Century Investments July 2014 - July 2014
Chi Omega November 2013 - June 2014
Penn State Office of Donor and Member Services October 2013 - March 2014
American Marketing Association February 2014 - February 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Budgets, Strategic Planning, Research, Public Speaking, Customer Service, Digital Strategy, Digital Marketing, Microsoft Office, Editing, Social Media, Social Networking
Education
Penn State University 2012 — 2016
Bachelor of Arts (B.A.), Economics Major, Double Minor in Business and Spanish, Senior
University of New Haven 2015 — 2015
International Business Study Abroad Program - Barcelona, Spain
Gary Traynor's Morgan Stanley Experience March 2000 - June 2003
Job Chief Financial Officer at Zags
Industry Venture Capital & Private Equity
Experience
Zags June 2014 - Present
BA-Insight June 2011 - May 2014
Umami Co April 2011 - September 2011
Blue Flame Data August 2005 - September 2006
Portero February 2004 - June 2005
Morgan Stanley March 2000 - June 2003
Bear Stearns August 1997 - March 2000
Citi June 1996 - August 1996
Center For Democracy and Free Enterprise (NATO Funded) June 1995 - August 1995
GE Capital June 1994 - August 1994
Skills
Private Equity, Investment Banking, Capital Markets, Start-ups, Venture Capital, Corporate Development, Mergers, Due Diligence, Corporate Finance, IPO, Valuation, Financial Modeling, Business Strategy, Divestitures, Entrepreneurship, M&A experience, Management, Executive Management, Strategy, Capital, Finance, Managerial Finance, Mergers & Acquisitions, Start-up
Education
University of North Carolina at Chapel Hill 1993 — 1997
JD/MBA
Washington University in St. Louis 1985 — 1989
BSBA
Zags June 2014 - Present
BA-Insight June 2011 - May 2014
Umami Co April 2011 - September 2011
Blue Flame Data August 2005 - September 2006
Portero February 2004 - June 2005
Morgan Stanley March 2000 - June 2003
Bear Stearns August 1997 - March 2000
Citi June 1996 - August 1996
Center For Democracy and Free Enterprise (NATO Funded) June 1995 - August 1995
GE Capital June 1994 - August 1994
Skills
Private Equity, Investment Banking, Capital Markets, Start-ups, Venture Capital, Corporate Development, Mergers, Due Diligence, Corporate Finance, IPO, Valuation, Financial Modeling, Business Strategy, Divestitures, Entrepreneurship, M&A experience, Management, Executive Management, Strategy, Capital, Finance, Managerial Finance, Mergers & Acquisitions, Start-up
Education
University of North Carolina at Chapel Hill 1993 — 1997
JD/MBA
Washington University in St. Louis 1985 — 1989
BSBA
Alex Roscoe Alex Roscoe's Morgan Stanley Experience December 2014 - August 2015
Job Software Development Engineer at Amazon.com
Industry Computer Software
Experience
Amazon September 2015 - Present
Morgan Stanley December 2014 - August 2015
Morgan Stanley August 2014 - November 2014
Morgan Stanley May 2013 - August 2013
University of New Brunswick September 2012 - April 2013
University of New Brunswick September 2012 - April 2013
Computer Science Association September 2012 - April 2013
Greenfield Research Incorporated January 2012 - April 2012
Lockheed Martin May 2011 - August 2011
Canadian Armed Forces October 2008 - May 2011
Skills
Java, JavaScript, Objective-C, Mobile Applications, Leadership, Academic Tutoring, Teamwork, Node.js, HTML 5, CSS3, Programming, Bash, MySQL, Eclipse, Software Engineering, ANSI C, Mobile Devices, Computer Science, Time Management, Security Clearance, Embedded Systems, Linux, JSON, C++, Python, CSS, Android, Software Development, Scala, HTML5
Education
University of New Brunswick 2010 — 2014
Bachelor's Degree, Computer Science, 4.2 / 4.3
University of Applied Sciences Bonn-Rhein-Sieg 2012 — 2012
Intensive Summer Course in Mobile Manipulation, Mechatronics, Robotics, and Automation Engineering
University of Crete 2012 — 2012
Summer Course in Computer Vision, Computer Science
Warsaw University of Technology 2012 — 2012
Summer Course in Autonomous Information Systems, Computer Science
Amazon September 2015 - Present
Morgan Stanley December 2014 - August 2015
Morgan Stanley August 2014 - November 2014
Morgan Stanley May 2013 - August 2013
University of New Brunswick September 2012 - April 2013
University of New Brunswick September 2012 - April 2013
Computer Science Association September 2012 - April 2013
Greenfield Research Incorporated January 2012 - April 2012
Lockheed Martin May 2011 - August 2011
Canadian Armed Forces October 2008 - May 2011
Skills
Java, JavaScript, Objective-C, Mobile Applications, Leadership, Academic Tutoring, Teamwork, Node.js, HTML 5, CSS3, Programming, Bash, MySQL, Eclipse, Software Engineering, ANSI C, Mobile Devices, Computer Science, Time Management, Security Clearance, Embedded Systems, Linux, JSON, C++, Python, CSS, Android, Software Development, Scala, HTML5
Education
University of New Brunswick 2010 — 2014
Bachelor's Degree, Computer Science, 4.2 / 4.3
University of Applied Sciences Bonn-Rhein-Sieg 2012 — 2012
Intensive Summer Course in Mobile Manipulation, Mechatronics, Robotics, and Automation Engineering
University of Crete 2012 — 2012
Summer Course in Computer Vision, Computer Science
Warsaw University of Technology 2012 — 2012
Summer Course in Autonomous Information Systems, Computer Science
Robert Mooney's Morgan Stanley Experience July 2010 - September 2010
Job Digital Media Supervisor at Optimedia US
Industry Marketing and Advertising
Experience
Optimedia US April 2015 - Present
Optimedia US February 2014 - March 2015
Optimedia US January 2013 - January 2014
Optimedia US December 2011 - December 2012
Ameriprise Financial Services, Inc. September 2010 - December 2010
Morgan Stanley July 2010 - September 2010
Skills
comScore, AdRelevance, Google Analytics, Mediaocean, DoubleClick, Facebook Studio Edge, Digital Strategy, Media Buying, Media Planning, Media Mind, Social Media Advertising, Digital Activation, Ad Serving, Mobile Marketing, Mobile Advertising, Rich Media, Campaign Management, MediaBank, Behavioral Targeting, Stand-up Comedy
Education
University of New Hampshire 2007 — 2011
BA, Communication: Business
Optimedia US April 2015 - Present
Optimedia US February 2014 - March 2015
Optimedia US January 2013 - January 2014
Optimedia US December 2011 - December 2012
Ameriprise Financial Services, Inc. September 2010 - December 2010
Morgan Stanley July 2010 - September 2010
Skills
comScore, AdRelevance, Google Analytics, Mediaocean, DoubleClick, Facebook Studio Edge, Digital Strategy, Media Buying, Media Planning, Media Mind, Social Media Advertising, Digital Activation, Ad Serving, Mobile Marketing, Mobile Advertising, Rich Media, Campaign Management, MediaBank, Behavioral Targeting, Stand-up Comedy
Education
University of New Hampshire 2007 — 2011
BA, Communication: Business
Lauren Schwabacher Lauren Schwabacher's Morgan Stanley Experience December 2012 - March 2013
Job Hospitality Specialist at The Melting Pot Restaurants
Industry Retail
Experience
The Melting Pot Restaurants July 2013 - Present
Boylan Bridge Brewpub July 2013 - November 2013
Morgan Stanley December 2012 - March 2013
BDS Solar 2012 - 2012
Tookie's Grill May 2011 - September 2011
Bruegger's Bagels June 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Dreamweaver, HTML, HTML scripting, Photoshop, Photography, Drawing, Figure Drawing
Education
University of North Carolina at Chapel Hill 2010 — 2011
Ravenscroft Upper School 2006 — 2010
High School Diploma
The Melting Pot Restaurants July 2013 - Present
Boylan Bridge Brewpub July 2013 - November 2013
Morgan Stanley December 2012 - March 2013
BDS Solar 2012 - 2012
Tookie's Grill May 2011 - September 2011
Bruegger's Bagels June 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Dreamweaver, HTML, HTML scripting, Photoshop, Photography, Drawing, Figure Drawing
Education
University of North Carolina at Chapel Hill 2010 — 2011
Ravenscroft Upper School 2006 — 2010
High School Diploma
Brett Pacific, CFA Brett Pacific, CFA's Morgan Stanley Experience July 1997 - July 2003
Job Sr Managing Director at Sun Life Investment Management
Industry Investment Management
Experience
Sun Life Investment Management September 2004 - Present
Hulls Farm Capital July 2003 - September 2004
Morgan Stanley July 1997 - July 2003
Harvard Management Company July 1995 - July 1997
The Boston Company 1993 - 1995
Education
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1993
Sun Life Investment Management September 2004 - Present
Hulls Farm Capital July 2003 - September 2004
Morgan Stanley July 1997 - July 2003
Harvard Management Company July 1995 - July 1997
The Boston Company 1993 - 1995
Education
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1993
Geoffrey Boulter Geoffrey Boulter's Morgan Stanley Experience February 2008 - Present
Job Executive Director Corporate M&A and Strategy at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2008 - Present
Merrill Lynch 2005 - 2008
Banc of America Securities 2003 - 2005
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Development, M&A experience
Education
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Science in Business Administration, Finance
Morgan Stanley February 2008 - Present
Merrill Lynch 2005 - 2008
Banc of America Securities 2003 - 2005
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Development, M&A experience
Education
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Science in Business Administration, Finance
Pieter Voorhees, CLTC Pieter Voorhees, CLTC's Morgan Stanley Experience January 1988 - August 2005
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2005 - Present
Mt. Olive Area Chamber of Commerce 2014 - 2015
Mt. Olive CoC Marketing in the Morning 2012 - 2014
Long Valley Better Business Networking Group 2012 - 2014
St. Andrews School Alumni Association 1960 - 2014
Morgan Stanley January 1988 - August 2005
EF Hutton & Co. May 1970 - January 1988
US Navy September 1964 - April 1969
Education
University of North Carolina at Chapel Hill 1960 — 1964
B.S., International Relations
St. Andrew's School 1957 — 1960
Ameriprise Financial Services, Inc. August 2005 - Present
Mt. Olive Area Chamber of Commerce 2014 - 2015
Mt. Olive CoC Marketing in the Morning 2012 - 2014
Long Valley Better Business Networking Group 2012 - 2014
St. Andrews School Alumni Association 1960 - 2014
Morgan Stanley January 1988 - August 2005
EF Hutton & Co. May 1970 - January 1988
US Navy September 1964 - April 1969
Education
University of North Carolina at Chapel Hill 1960 — 1964
B.S., International Relations
St. Andrew's School 1957 — 1960
Hugh Halsey Hugh Halsey's Morgan Stanley Experience March 2002 - March 2003
Job Financial Advisor at Verus Wealth Management
Industry Financial Services
Experience
Verus Wealth Management August 2014 - Present
G A Repple October 2011 - July 2014
Adams financial - First Allied Securities April 2009 - July 2011
Raymond James Finanicial Services May 2003 - April 2009
Morgan Stanley March 2002 - March 2003
Education
University of North Carolina at Chapel Hill 1976 — 1979
BA, Poli Sci
Verus Wealth Management August 2014 - Present
G A Repple October 2011 - July 2014
Adams financial - First Allied Securities April 2009 - July 2011
Raymond James Finanicial Services May 2003 - April 2009
Morgan Stanley March 2002 - March 2003
Education
University of North Carolina at Chapel Hill 1976 — 1979
BA, Poli Sci
Blair Fisher, CFA Blair Fisher, CFA's Morgan Stanley Experience February 1987 - Present
Job Director, Institutional Equity Sales
Industry Financial Services
Experience
Morgan Stanley February 1987 - Present
NationsBank June 1983 - February 1987
Aetna Life & Casualty June 1978 - May 1981
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1983
MBA, Finance
University of New Hampshire 1974 — 1978
B.A., German
Morgan Stanley February 1987 - Present
NationsBank June 1983 - February 1987
Aetna Life & Casualty June 1978 - May 1981
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1983
MBA, Finance
University of New Hampshire 1974 — 1978
B.A., German
Walt D. Warren, ChFC Walt D. Warren, ChFC's Morgan Stanley Experience April 2002 - August 2005
Job Wealth Management Advisor at Laurus Wealth Management
Industry Financial Services
Experience
Laurus Wealth Management September 2005 - Present
JMW Investments 2005 - 2008
Morgan Stanley April 2002 - August 2005
Skills
Retirement Planning, Wealth Management, Financial Advisory, Estate Planning, Asset Allocation, IRAs, 401k Rollovers, 529 Plans, 401k, Portfolio Management, Retirement, Wealth Management..., Financial Goals, Long Term Care Insurance, Disability Insurance, Mutual Funds, Alternative Investments, ETFs, Strategic Financial..., Series 63, Series 65, Fee-Based Asset..., Comprehensive Financial..., Life, Disability, & LTC..., Small Business 401k's, Investments, Asset Management, Securities, Finance, Personal Finance, Investment Advisory, Wealth, Investment Strategies, Financial Planners
Education
Washington State University
Bachelor of Arts (B.A.)
University of Nevada-Las Vegas 1991 — 1992
Laurus Wealth Management September 2005 - Present
JMW Investments 2005 - 2008
Morgan Stanley April 2002 - August 2005
Skills
Retirement Planning, Wealth Management, Financial Advisory, Estate Planning, Asset Allocation, IRAs, 401k Rollovers, 529 Plans, 401k, Portfolio Management, Retirement, Wealth Management..., Financial Goals, Long Term Care Insurance, Disability Insurance, Mutual Funds, Alternative Investments, ETFs, Strategic Financial..., Series 63, Series 65, Fee-Based Asset..., Comprehensive Financial..., Life, Disability, & LTC..., Small Business 401k's, Investments, Asset Management, Securities, Finance, Personal Finance, Investment Advisory, Wealth, Investment Strategies, Financial Planners
Education
Washington State University
Bachelor of Arts (B.A.)
University of Nevada-Las Vegas 1991 — 1992
Jonathan D. Hollis Jonathan D. Hollis's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Summer Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management September 2013 - June 2015
WilmerHale June 2012 - August 2013
Worcester Tornadoes November 2009 - July 2010
Texas Rangers Baseball Club June 2006 - March 2008
Skills
Anti Money Laundering, Bank Secrecy Act, USA PATRIOT Act, OFAC, Actimize, FinCEN, Due Diligence, Enterprise Risk..., KYC, Data Analysis, Political Risk Analysis, Financial Analysis, Lexis, Westlaw, AML, Suspicious Activity..., Decision Modeling, Risk Analysis, Compliance
Education
University of North Carolina at Chapel Hill 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance
Yale University 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management September 2013 - June 2015
WilmerHale June 2012 - August 2013
Worcester Tornadoes November 2009 - July 2010
Texas Rangers Baseball Club June 2006 - March 2008
Skills
Anti Money Laundering, Bank Secrecy Act, USA PATRIOT Act, OFAC, Actimize, FinCEN, Due Diligence, Enterprise Risk..., KYC, Data Analysis, Political Risk Analysis, Financial Analysis, Lexis, Westlaw, AML, Suspicious Activity..., Decision Modeling, Risk Analysis, Compliance
Education
University of North Carolina at Chapel Hill 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance
Yale University 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Brannen Blazer Brannen Blazer's Morgan Stanley Experience August 2015 - Present
Job Associate Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
Next Realty Mid-Atlantic, LLC July 2009 - June 2013
Next Realty Mid-Atlantic LLC June 2008 - August 2008
Skills
Research, Brokerage, Real Estate Economics, Real Estate Development, Real Estate, Tenant Representation, Finance, Sales, Landlord, PowerPoint, Real Estate Transactions, Microsoft Excel, Valuation, Financial Modeling, Due Diligence, Microsoft Word, Commercial Real Estate, Property Management, Financial Analysis, Landlords, Disposition, Leases, Negotiation, Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Concentrations in Finance and Real Estate
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Arts, Political Science; American History
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
Next Realty Mid-Atlantic, LLC July 2009 - June 2013
Next Realty Mid-Atlantic LLC June 2008 - August 2008
Skills
Research, Brokerage, Real Estate Economics, Real Estate Development, Real Estate, Tenant Representation, Finance, Sales, Landlord, PowerPoint, Real Estate Transactions, Microsoft Excel, Valuation, Financial Modeling, Due Diligence, Microsoft Word, Commercial Real Estate, Property Management, Financial Analysis, Landlords, Disposition, Leases, Negotiation, Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Concentrations in Finance and Real Estate
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Arts, Political Science; American History
Christian Schonlau's Morgan Stanley Experience June 2012 - April 2013
Job Administrative Services Officer I at State of Nevada
Industry Accounting
Experience
State of Nevada December 2014 - Present
State of Nevada April 2014 - December 2014
State of Nevada December 2013 - April 2014
State of Nevada April 2013 - December 2013
Morgan Stanley June 2012 - April 2013
RC Willey Home Furnishings May 2009 - March 2012
Wells Fargo Bank August 2006 - February 2009
Prudential Nevada Realty November 2003 - December 2006
Skills
Sales, Management, Finance, Customer Service, Real Estate, Financial Analysis, CRM, Microsoft Excel, Leadership, Asset Management, Analysis, Budgets, Sales Management, Microsoft Office, Banking, Marketing, PowerPoint, Series 7, Cost Accounting, Accounting, Government Accounting, Administration
Education
University of Nevada-Reno 2015 — 2016
Master of Business Administration (M.B.A.), Accounting
University of Nevada-Reno 2006 — 2011
BS Business, Finance, Economics
Truckee Meadows Comunity College 2003 — 2009
AA, Business, Fine Arts
State of Nevada December 2014 - Present
State of Nevada April 2014 - December 2014
State of Nevada December 2013 - April 2014
State of Nevada April 2013 - December 2013
Morgan Stanley June 2012 - April 2013
RC Willey Home Furnishings May 2009 - March 2012
Wells Fargo Bank August 2006 - February 2009
Prudential Nevada Realty November 2003 - December 2006
Skills
Sales, Management, Finance, Customer Service, Real Estate, Financial Analysis, CRM, Microsoft Excel, Leadership, Asset Management, Analysis, Budgets, Sales Management, Microsoft Office, Banking, Marketing, PowerPoint, Series 7, Cost Accounting, Accounting, Government Accounting, Administration
Education
University of Nevada-Reno 2015 — 2016
Master of Business Administration (M.B.A.), Accounting
University of Nevada-Reno 2006 — 2011
BS Business, Finance, Economics
Truckee Meadows Comunity College 2003 — 2009
AA, Business, Fine Arts
Charles A. Valverde Charles A. Valverde's Morgan Stanley Experience April 2014 - June 2014
Job Tax at The Hartford
Industry Financial Services
Experience
The Hartford September 2014 - Present
PwC August 2011 - September 2014
Morgan Stanley April 2014 - June 2014
Citi August 2011 - December 2011
ESPN 2011 - 2011
Skills
Tax, Corporate Tax, FATCA, Income Tax
Education
University of New Haven 2007 — 2009
Accounting/Finance, Accounting and Finance
The Hartford September 2014 - Present
PwC August 2011 - September 2014
Morgan Stanley April 2014 - June 2014
Citi August 2011 - December 2011
ESPN 2011 - 2011
Skills
Tax, Corporate Tax, FATCA, Income Tax
Education
University of New Haven 2007 — 2009
Accounting/Finance, Accounting and Finance
Angie Sloan Angie Sloan's Morgan Stanley Experience 1998 - 2000
Job Sales/ Design at Design The Space
Industry Design
Experience
Design the Space/American Pacific March 2002 - Present
Morgan Stanley 1998 - 2000
Stifel Nicholaus, Inc. 1996 - 1998
Independent Interior Designer 1987 - 1996
Skills
Interior Design, Space-planning, Furniture, Illustrator, Sketching, Renovation, Microsoft Office, Graphic Design, InDesign, Adobe Creative Suite, Rendering, Space planning, Kitchen & Bath Design, Window Treatments, FF&E, Furnishings, Space Planning, Residential Homes, Customer Service, Sales, Strategic Planning
Education
University of North Alabama 1982 — 1986
BA, Interior Design/Marketing
Bradshaw High School 1976 — 1980
Design the Space/American Pacific March 2002 - Present
Morgan Stanley 1998 - 2000
Stifel Nicholaus, Inc. 1996 - 1998
Independent Interior Designer 1987 - 1996
Skills
Interior Design, Space-planning, Furniture, Illustrator, Sketching, Renovation, Microsoft Office, Graphic Design, InDesign, Adobe Creative Suite, Rendering, Space planning, Kitchen & Bath Design, Window Treatments, FF&E, Furnishings, Space Planning, Residential Homes, Customer Service, Sales, Strategic Planning
Education
University of North Alabama 1982 — 1986
BA, Interior Design/Marketing
Bradshaw High School 1976 — 1980
Hency Watt's Morgan Stanley Experience January 2002 - February 2006
Job Finance & Customer Service Management
Industry Financial Services
Experience
Philips Healthcare January 2013 - Present
Equinoxe Alternative Investment Services February 2006 - March 2012
MadisonGrey January 2006 - November 2010
Morgan Stanley January 2002 - February 2006
Skills
Accounting, Cash Management, Equities, Financial Analysis, Financial Services, Fund Accounting, Hedge Funds, Internal Controls, Investments, Management, Asset Management, Fixed Income
Education
University of New Haven 1985 — 1990
Business Management, Business Administration
Philips Healthcare January 2013 - Present
Equinoxe Alternative Investment Services February 2006 - March 2012
MadisonGrey January 2006 - November 2010
Morgan Stanley January 2002 - February 2006
Skills
Accounting, Cash Management, Equities, Financial Analysis, Financial Services, Fund Accounting, Hedge Funds, Internal Controls, Investments, Management, Asset Management, Fixed Income
Education
University of New Haven 1985 — 1990
Business Management, Business Administration
Baharak Ghorbani Baharak Ghorbani's Morgan Stanley Experience May 2010 - January 2012
Job Senior BI Database Developer at Oceanwide
Industry Computer Software
Experience
Oceanwide February 2012 - Present
Morgan Stanley May 2010 - January 2012
Messaging Architects Inc. February 2008 - April 2010
Look Communications Inc October 2002 - September 2006
Pyderion October 1998 - September 2002
NBTel May 1997 - October 1998
UNB September 1996 - December 1996
NBTel January 1996 - September 1996
UNB January 1995 - May 1995
NBPower September 1994 - December 1994
Skills
Microsoft SQL Server
Education
University of New Brunswick 1993 — 1997
Bachelor, Computer Science
Oceanwide February 2012 - Present
Morgan Stanley May 2010 - January 2012
Messaging Architects Inc. February 2008 - April 2010
Look Communications Inc October 2002 - September 2006
Pyderion October 1998 - September 2002
NBTel May 1997 - October 1998
UNB September 1996 - December 1996
NBTel January 1996 - September 1996
UNB January 1995 - May 1995
NBPower September 1994 - December 1994
Skills
Microsoft SQL Server
Education
University of New Brunswick 1993 — 1997
Bachelor, Computer Science
Billy Logan Billy Logan's Morgan Stanley Experience 1994 - 1997
Job Partner at KarpReilly, LLC
Industry Venture Capital & Private Equity
Experience
KarpReilly, LLC May 2008 - Present
Apax Partners March 2005 - April 2008
Saunders Karp & Megrue, LLC August 1997 - March 2005
Morgan Stanley 1994 - 1997
Skills
Retail, Restaurants, E-commerce, Private Equity
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA
Charlotte Latin School 1986 — 1990
KarpReilly, LLC May 2008 - Present
Apax Partners March 2005 - April 2008
Saunders Karp & Megrue, LLC August 1997 - March 2005
Morgan Stanley 1994 - 1997
Skills
Retail, Restaurants, E-commerce, Private Equity
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA
Charlotte Latin School 1986 — 1990
Jon A. Galane, CISP Jon A. Galane, CISP's Morgan Stanley Experience September 1996 - July 2005
Job Mountain West IRA, Principal
Industry Financial Services
Experience
Mountain West IRA March 2006 - Present
Morgan Stanley September 1996 - July 2005
Skills
Alternative Investments, IRAs, Investments, Investment Properties, Investors, Retirement, Retirement Planning, Real Estate, Asset Management, REO, Mortgage Lending, 401k, Loans, Financial Analysis, Asset Managment, Public Speaking, Small Business, Brokerage, Real Estate Economics, Selling, Real Estate Transactions, Real Estate Financing, Refinance, FHA, HUD, Mortgage Banking, Sales
Education
University of Nevada Las Vegas Lee Business School 1979 — 1983
Mountain West IRA March 2006 - Present
Morgan Stanley September 1996 - July 2005
Skills
Alternative Investments, IRAs, Investments, Investment Properties, Investors, Retirement, Retirement Planning, Real Estate, Asset Management, REO, Mortgage Lending, 401k, Loans, Financial Analysis, Asset Managment, Public Speaking, Small Business, Brokerage, Real Estate Economics, Selling, Real Estate Transactions, Real Estate Financing, Refinance, FHA, HUD, Mortgage Banking, Sales
Education
University of Nevada Las Vegas Lee Business School 1979 — 1983
Matthew Cullen, CFA Matthew Cullen, CFA's Morgan Stanley Experience 2000 - 2001
Job Research Analyst at TS&W
Industry Investment Management
Experience
Thompson, Siegel, & Walmsley LLC February 2006 - Present
Clovis Capital Management September 2002 - February 2006
Blackfin Capital LLC 2001 - 2002
Morgan Stanley 2000 - 2001
Education
University of Virginia 1996 — 1998
M.S., Accounting
University of North Carolina at Chapel Hill 1991 — 1995
B.A., Political Science
St. Christopher's School 1978 — 1991
Diploma
Thompson, Siegel, & Walmsley LLC February 2006 - Present
Clovis Capital Management September 2002 - February 2006
Blackfin Capital LLC 2001 - 2002
Morgan Stanley 2000 - 2001
Education
University of Virginia 1996 — 1998
M.S., Accounting
University of North Carolina at Chapel Hill 1991 — 1995
B.A., Political Science
St. Christopher's School 1978 — 1991
Diploma
olivia teja olivia teja's Morgan Stanley Experience 2003 - 2006
Job Sr Solution Manager at Microsoft
Industry Telecommunications
Experience
T-Mobile Sr Solution ManagerMicrosoftJuly 2010 - Present
t-mobile 2007 - 2008
ING DIRECT 2006 - 2007
Morgan Stanley 2003 - 2006
Oce Business Services 2002 - 2003
Education
University of Nebraska-Lincoln 1995 — 1998
BSc, Information System
evergreen academy - kirkland
T-Mobile Sr Solution ManagerMicrosoftJuly 2010 - Present
t-mobile 2007 - 2008
ING DIRECT 2006 - 2007
Morgan Stanley 2003 - 2006
Oce Business Services 2002 - 2003
Education
University of Nebraska-Lincoln 1995 — 1998
BSc, Information System
evergreen academy - kirkland
Robin Danahy Robin Danahy's Morgan Stanley Experience August 1998 - April 2003
Job Senior Sales Administrator at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services January 2015 - Present
Robert W. Baird & Co. August 2014 - December 2014
Orion Advisor Services February 2012 - August 2014
CLS Investments, LLC January 2010 - February 2012
Securities America November 2002 - January 2010
QA3 Financial Corp April 2003 - October 2003
Morgan Stanley August 1998 - April 2003
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Securities, Asset Managment, Insurance, Fixed Annuities, Retirement Planning, Financial Advisory, Investment Advisory, Series 63, Strategic Financial..., 401k, Portfolio Management, Customer Service, Team Building, Microsoft Excel, Financial Services, Alternative Investments
Education
University of Nebraska at Omaha 1992 — 1997
BS, Secondary Education
Orion Advisor Services January 2015 - Present
Robert W. Baird & Co. August 2014 - December 2014
Orion Advisor Services February 2012 - August 2014
CLS Investments, LLC January 2010 - February 2012
Securities America November 2002 - January 2010
QA3 Financial Corp April 2003 - October 2003
Morgan Stanley August 1998 - April 2003
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Securities, Asset Managment, Insurance, Fixed Annuities, Retirement Planning, Financial Advisory, Investment Advisory, Series 63, Strategic Financial..., 401k, Portfolio Management, Customer Service, Team Building, Microsoft Excel, Financial Services, Alternative Investments
Education
University of Nebraska at Omaha 1992 — 1997
BS, Secondary Education
Katherine Chen Katherine Chen's Morgan Stanley Experience December 2001 - March 2003
Job Senior Manager at Del Monte Foods, Inc.
Industry Consumer Goods
Experience
Del Monte Foods, Inc. July 2013 - Present
The Clorox Company February 2008 - July 2013
Nestlé USA June 2005 - February 2008
Morgan Stanley December 2001 - March 2003
Skills
Consumer Products, Business Strategy, Strategy, Business Development, Sales, Marketing, Brand Management, Marketing Strategy, Product Innovation, Customer Insight, Product Development, Financial Analysis, Strategic Planning, Business Planning, Business Valuation, Competitive Analysis, Forecasting, Management, Leadership, Cross-functional Team..., Retail, HTML, Web Design, C++
Education
Wake Forest University 2009 — 2011
MBA
University of North Carolina at Chapel Hill 2002 — 2006
BA, Economics
Del Monte Foods, Inc. July 2013 - Present
The Clorox Company February 2008 - July 2013
Nestlé USA June 2005 - February 2008
Morgan Stanley December 2001 - March 2003
Skills
Consumer Products, Business Strategy, Strategy, Business Development, Sales, Marketing, Brand Management, Marketing Strategy, Product Innovation, Customer Insight, Product Development, Financial Analysis, Strategic Planning, Business Planning, Business Valuation, Competitive Analysis, Forecasting, Management, Leadership, Cross-functional Team..., Retail, HTML, Web Design, C++
Education
Wake Forest University 2009 — 2011
MBA
University of North Carolina at Chapel Hill 2002 — 2006
BA, Economics
Emmy Rollison Emmy Rollison's Morgan Stanley Experience September 2013 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
ING Investment Management April 2012 - November 2012
SunTrust Robinson Humphrey August 2011 - April 2012
JP Morgan April 2009 - May 2011
Morgan Stanley Investment Management December 2007 - December 2008
Morgan Stanley Investment Management November 2005 - December 2007
Vanguard April 2005 - November 2005
Vanguard September 2004 - April 2005
Vanguard January 2004 - September 2004
Skills
Derivatives, Fixed Income, Equities, Trading, Investment Banking, Securities, Bloomberg, Hedge Funds, Series 99, Asset Managment, Middle Office, Mutual Funds, Valuation, Series 63
Education
University of Nebraska-Lincoln 1998 — 2003
BS, Business Administration
Morgan Stanley September 2013 - Present
ING Investment Management April 2012 - November 2012
SunTrust Robinson Humphrey August 2011 - April 2012
JP Morgan April 2009 - May 2011
Morgan Stanley Investment Management December 2007 - December 2008
Morgan Stanley Investment Management November 2005 - December 2007
Vanguard April 2005 - November 2005
Vanguard September 2004 - April 2005
Vanguard January 2004 - September 2004
Skills
Derivatives, Fixed Income, Equities, Trading, Investment Banking, Securities, Bloomberg, Hedge Funds, Series 99, Asset Managment, Middle Office, Mutual Funds, Valuation, Series 63
Education
University of Nebraska-Lincoln 1998 — 2003
BS, Business Administration
Gregg Bailey Gregg Bailey's Morgan Stanley Experience February 2008 - November 2008
Job Mortgage Division Manager NMLS#400296
Industry Banking
Experience
Premier Bank March 2012 - Present
US Bank Home Mortgage September 2011 - February 2012
Wells Fargo Home Mortgage December 2008 - August 2011
Morgan Stanley February 2008 - November 2008
New Trend Mortgage March 2003 - February 2008
Wells Fargo Home Mortgage April 1998 - March 2003
Skills
Mortgage Lending, Residential Mortgages, Construction Loans, Real Estate Financing, Real Estate, Finance, Leadership, Loan Origination, Mortgage Banking, Loans, Residential Homes, Referrals, Mortgage Marketing, FHA, Refinance, Reverse Mortgages, VA loans, Sales, VA Loans
Education
University of Nebraska at Omaha 1993 — 1996
BA, Real Estate and Land Use Economics
Premier Bank March 2012 - Present
US Bank Home Mortgage September 2011 - February 2012
Wells Fargo Home Mortgage December 2008 - August 2011
Morgan Stanley February 2008 - November 2008
New Trend Mortgage March 2003 - February 2008
Wells Fargo Home Mortgage April 1998 - March 2003
Skills
Mortgage Lending, Residential Mortgages, Construction Loans, Real Estate Financing, Real Estate, Finance, Leadership, Loan Origination, Mortgage Banking, Loans, Residential Homes, Referrals, Mortgage Marketing, FHA, Refinance, Reverse Mortgages, VA loans, Sales, VA Loans
Education
University of Nebraska at Omaha 1993 — 1996
BA, Real Estate and Land Use Economics
Alex Groneman's Morgan Stanley Experience July 2009 - July 2011
Job Sr. Financial Analyst at Touchtunes
Industry Financial Services
Experience
Touchtunes October 2011 - Present
Morgan Stanley July 2009 - July 2011
Morgan Stanley June 2008 - August 2008
Caledon Capital Partners June 2007 - August 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA, Finance Concentration
University of North Carolina at Chapel Hill 2005 — 2009
Minor in History
Chagrin Falls High School (Cleveland) 2003 — 2005
St. Xavier High School (Cincinnati) 2001 — 2003
Touchtunes October 2011 - Present
Morgan Stanley July 2009 - July 2011
Morgan Stanley June 2008 - August 2008
Caledon Capital Partners June 2007 - August 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA, Finance Concentration
University of North Carolina at Chapel Hill 2005 — 2009
Minor in History
Chagrin Falls High School (Cleveland) 2003 — 2005
St. Xavier High School (Cincinnati) 2001 — 2003
Carolyn Wasdell Carolyn Wasdell's Morgan Stanley Experience July 2006 - April 2010
Job Vice President at Crutchfield Advisors, Inc.
Industry Financial Services
Experience
Crutchfield Advisors, Inc. December 2014 - Present
Morgan Stanley Wealth Management November 2012 - December 2014
Morgan Stanley Smith Barney April 2010 - October 2012
Morgan Stanley July 2006 - April 2010
Skills
Series 7, Series 66, Series 9, Series 10, Series 3, Series 31, Life and Health...
Education
UNC Chapel Hill 2002 — 2006
Bachelor of Arts, Economics
Crutchfield Advisors, Inc. December 2014 - Present
Morgan Stanley Wealth Management November 2012 - December 2014
Morgan Stanley Smith Barney April 2010 - October 2012
Morgan Stanley July 2006 - April 2010
Skills
Series 7, Series 66, Series 9, Series 10, Series 3, Series 31, Life and Health...
Education
UNC Chapel Hill 2002 — 2006
Bachelor of Arts, Economics
Ernie MacManus Ernie MacManus's Morgan Stanley Experience May 1997 - June 1999
Job The Ernie MacManus Group
Industry Real Estate
Experience
The Ernie MacManus Group October 2010 - Present
Integrity Capital Group June 2002 - October 2010
Black Rock Capital Holdings, LLC June 1999 - May 2002
Morgan Stanley May 1997 - June 1999
United States Marine Corps June 1992 - June 1996
Skills
Real Estate, Investment Properties, Real Estate Development, Real Estate Transactions, Mortgage Lending, Asset Managment, Brokerage, Real Estate Economics, Disposition, Property Management, Residential Homes, Investors, Mergers & Acquisitions, Sellers, REO, Investments, Portfolio Management, Negotiation, Valuation, Leases, Marketing, Sales, Relocation, Real Estate Financing, Short Sales, Loan Origination, HUD, Commercial Real Estate, Selling, New Home Sales, Foreclosures, Condos, First Time Home Buyers, Luxury, 1031 Exchanges, Buyer Representation, Single Family Homes, Referrals, Buyers, Real Property
Education
University of Nevada-Las Vegas 1996 — 1997
Hotel Administration
Central Texas College 1992 — 1996
General Ed
The Ernie MacManus Group October 2010 - Present
Integrity Capital Group June 2002 - October 2010
Black Rock Capital Holdings, LLC June 1999 - May 2002
Morgan Stanley May 1997 - June 1999
United States Marine Corps June 1992 - June 1996
Skills
Real Estate, Investment Properties, Real Estate Development, Real Estate Transactions, Mortgage Lending, Asset Managment, Brokerage, Real Estate Economics, Disposition, Property Management, Residential Homes, Investors, Mergers & Acquisitions, Sellers, REO, Investments, Portfolio Management, Negotiation, Valuation, Leases, Marketing, Sales, Relocation, Real Estate Financing, Short Sales, Loan Origination, HUD, Commercial Real Estate, Selling, New Home Sales, Foreclosures, Condos, First Time Home Buyers, Luxury, 1031 Exchanges, Buyer Representation, Single Family Homes, Referrals, Buyers, Real Property
Education
University of Nevada-Las Vegas 1996 — 1997
Hotel Administration
Central Texas College 1992 — 1996
General Ed
Pamela Griffin Pamela Griffin's Morgan Stanley Experience November 2003 - January 2010
Job Staff Attorney at King & Spalding
Industry Real Estate
Experience
King & Spalding June 2012 - Present
Morgan Stanley November 2003 - January 2010
Lend Lease Real Estate Investments, Inc. December 1997 - November 2003
The Winfield Group October 1996 - December 1997
EQ Services, Inc April 1992 - November 1995
Resolution Trust Corporation May 1990 - April 1992
CIGNA Corporation September 1986 - March 1990
Berry, Hogewood, Edwards & Freeman, PA January 1982 - July 1986
The Equitable Life Assurance Society of the US September 1978 - December 1981
Skills
Mergers, Real Estate, Litigation Management, Investments, Asset Managment, Joint Ventures, Trusts, Asset Management, Commercial Real Estate, Corporate Governance, Corporate Law, Legal Writing, Licensing, Mergers, Negotiation, Portfolio Management, Strategy
Education
Wake Forest University School of Law 1975 — 1978
J.D, Law
University of North Carolina at Chapel Hill
B.A, US History
King & Spalding June 2012 - Present
Morgan Stanley November 2003 - January 2010
Lend Lease Real Estate Investments, Inc. December 1997 - November 2003
The Winfield Group October 1996 - December 1997
EQ Services, Inc April 1992 - November 1995
Resolution Trust Corporation May 1990 - April 1992
CIGNA Corporation September 1986 - March 1990
Berry, Hogewood, Edwards & Freeman, PA January 1982 - July 1986
The Equitable Life Assurance Society of the US September 1978 - December 1981
Skills
Mergers, Real Estate, Litigation Management, Investments, Asset Managment, Joint Ventures, Trusts, Asset Management, Commercial Real Estate, Corporate Governance, Corporate Law, Legal Writing, Licensing, Mergers, Negotiation, Portfolio Management, Strategy
Education
Wake Forest University School of Law 1975 — 1978
J.D, Law
University of North Carolina at Chapel Hill
B.A, US History
Marc Rancourt Marc Rancourt's Morgan Stanley Experience June 2000 - August 2003
Job Financial Advisor
Industry Financial Services
Experience
Klaraos January 2013 - Present
Morgan Stanley Smith Barney September 2010 - January 2013
Tahoe Lending Group 2003 - August 2010
Morgan Stanley June 2000 - August 2003
Skills
Due Diligence, Finance, Mortgage Lending, Portfolio Management, Securities, Hedge Funds, Investments, Strategic Planning, Real Estate, Series 7, Asset Managment, Equities, Investment Properties, Retirement, Insurance, Mergers & Acquisitions, Financial Analysis, Marketing, Retirement Planning, Corporate Finance, Asset Management, Management, Mergers, Business Development, Alternative Investments, Estate Planning, Risk Management, Customer Service, Leadership
Education
University of Nevada-Reno 1997 — 2000
BA, Economics
Klaraos January 2013 - Present
Morgan Stanley Smith Barney September 2010 - January 2013
Tahoe Lending Group 2003 - August 2010
Morgan Stanley June 2000 - August 2003
Skills
Due Diligence, Finance, Mortgage Lending, Portfolio Management, Securities, Hedge Funds, Investments, Strategic Planning, Real Estate, Series 7, Asset Managment, Equities, Investment Properties, Retirement, Insurance, Mergers & Acquisitions, Financial Analysis, Marketing, Retirement Planning, Corporate Finance, Asset Management, Management, Mergers, Business Development, Alternative Investments, Estate Planning, Risk Management, Customer Service, Leadership
Education
University of Nevada-Reno 1997 — 2000
BA, Economics
Emily Cerciello's Morgan Stanley Experience June 2015 - Present
Job Equity Research Associate at Morgan Stanley
Industry Hospital & Health Care
Experience
Morgan Stanley June 2015 - Present
American Academy of Pediatrics January 2015 - June 2015
Roosevelt Institute June 2014 - June 2015
Novant Health January 2015 - May 2015
Community Empowerment Fund August 2013 - May 2015
University of North Carolina at Chapel Hill March 2012 - May 2015
Morgan Stanley June 2014 - August 2014
Aetna November 2013 - January 2014
Aetna May 2013 - August 2013
Skills
Health Policy, Public Health, Public Speaking, Health Services Research, Data Analysis, Leadership, Medicaid, Medicare, Healthcare Management, Research, Grant Writing, Stata, Nonprofits, Statistics, Project Management, Financial Analysis, Financial Modeling, Health Law, Community Outreach, System Dynamics
Education
University of North Carolina at Chapel Hill 2011 — 2015
BSPH Health Policy and Management, Economics
Morgan Stanley June 2015 - Present
American Academy of Pediatrics January 2015 - June 2015
Roosevelt Institute June 2014 - June 2015
Novant Health January 2015 - May 2015
Community Empowerment Fund August 2013 - May 2015
University of North Carolina at Chapel Hill March 2012 - May 2015
Morgan Stanley June 2014 - August 2014
Aetna November 2013 - January 2014
Aetna May 2013 - August 2013
Skills
Health Policy, Public Health, Public Speaking, Health Services Research, Data Analysis, Leadership, Medicaid, Medicare, Healthcare Management, Research, Grant Writing, Stata, Nonprofits, Statistics, Project Management, Financial Analysis, Financial Modeling, Health Law, Community Outreach, System Dynamics
Education
University of North Carolina at Chapel Hill 2011 — 2015
BSPH Health Policy and Management, Economics
Daniel Rue Daniel Rue's Morgan Stanley Experience May 2014 - August 2014
Job Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
Morgan Stanley May 2014 - August 2014
Matter. May 2013 - August 2013
Warm Heart Worldwide, Inc. May 2012 - July 2012
Skills
Java, Microsoft Office, Photoshop, HTML, Web Content Management, Website Development, Google Analytics, Visual Basic, JavaScript, CSS, Keynote, PHP
Education
University of North Carolina at Chapel Hill 2011 — 2015
B.A., Economics, Minors: Computer Science Business Administration, Kenan-Flagler Business School
The Lovett School 2003 — 2011
Morgan Stanley May 2014 - August 2014
Matter. May 2013 - August 2013
Warm Heart Worldwide, Inc. May 2012 - July 2012
Skills
Java, Microsoft Office, Photoshop, HTML, Web Content Management, Website Development, Google Analytics, Visual Basic, JavaScript, CSS, Keynote, PHP
Education
University of North Carolina at Chapel Hill 2011 — 2015
B.A., Economics, Minors: Computer Science Business Administration, Kenan-Flagler Business School
The Lovett School 2003 — 2011
Mariano Paniello Mariano Paniello's Morgan Stanley Experience October 2002 - December 2002
Job Graphic Design Professional
Industry Marketing and Advertising
Experience
Imago Graphics NYC March 2011 - Present
Added Value August 2007 - March 2011
Freelance December 2002 - August 2007
Morgan Stanley October 2002 - December 2002
Roland Berger and Partners June 2000 - April 2002
Skills
Graphic Design, Photoshop, Illustrator, PowerPoint, After Effects, Motion Graphics, Visual Design, Web Design, Print, Illustration, Posters, Graphics, Packaging, Logo Design, Art, Animation, Brand Development, Creative Direction, Corporate Branding, Concept Development, Art Direction, Corporate Identity, Typography, Creative Strategy, Adobe Creative Suite, QuarkXPress, Flash, Brochures, Advertising, Marketing Communications, Social Media Marketing
Education
University of Nebraska at Omaha 1990 — 1993
B.A., History
University of Nebraska 1989 — 1993
BA, History
Imago Graphics NYC March 2011 - Present
Added Value August 2007 - March 2011
Freelance December 2002 - August 2007
Morgan Stanley October 2002 - December 2002
Roland Berger and Partners June 2000 - April 2002
Skills
Graphic Design, Photoshop, Illustrator, PowerPoint, After Effects, Motion Graphics, Visual Design, Web Design, Print, Illustration, Posters, Graphics, Packaging, Logo Design, Art, Animation, Brand Development, Creative Direction, Corporate Branding, Concept Development, Art Direction, Corporate Identity, Typography, Creative Strategy, Adobe Creative Suite, QuarkXPress, Flash, Brochures, Advertising, Marketing Communications, Social Media Marketing
Education
University of Nebraska at Omaha 1990 — 1993
B.A., History
University of Nebraska 1989 — 1993
BA, History
Robert Rickard Robert Rickard's Morgan Stanley Experience February 1982 - December 1995
Job Marketing Consultant at InsurMark
Industry Insurance
Experience
Insurmark August 2015 - Present
Aspen Skiing Company November 2014 - April 2015
Ascend Client Solutions May 2012 - October 2013
BHC / Dressander January 2004 - May 2012
RMA Investment Services January 1995 - December 2003
Morgan Stanley February 1982 - December 1995
Skills
Strategic Planning, Sales Management, Salesforce.com, International Sales, Sales Force Alignment, Change Management, Incentive Programs, management assesment, Databases, Data Analysis, Staff Development, Goal-driven leader, Lead Management, Thought Leadership, Matrix Management, Team Restructuring, Sales, Account Management, Marketing, Sales Operations, Cold Calling, Business Development, Direct Sales, Marketing Strategy, Insurance, Fixed Annuities, New Business Development, Training, Solution Selling, CRM
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Advanced Studies, Organizational Management
University of Nebraska-Lincoln
Insurmark August 2015 - Present
Aspen Skiing Company November 2014 - April 2015
Ascend Client Solutions May 2012 - October 2013
BHC / Dressander January 2004 - May 2012
RMA Investment Services January 1995 - December 2003
Morgan Stanley February 1982 - December 1995
Skills
Strategic Planning, Sales Management, Salesforce.com, International Sales, Sales Force Alignment, Change Management, Incentive Programs, management assesment, Databases, Data Analysis, Staff Development, Goal-driven leader, Lead Management, Thought Leadership, Matrix Management, Team Restructuring, Sales, Account Management, Marketing, Sales Operations, Cold Calling, Business Development, Direct Sales, Marketing Strategy, Insurance, Fixed Annuities, New Business Development, Training, Solution Selling, CRM
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Advanced Studies, Organizational Management
University of Nebraska-Lincoln
Colin Cormier Colin Cormier's Morgan Stanley Experience April 2013 - June 2013
Job UXO Field Technician
Industry Construction
Experience
Gilbane Federal January 2011 - Present
Morgan Stanley April 2013 - June 2013
Play It Again Sports and Fitness December 2004 - May 2011
Skills
Financial Analysis, Sales, Retirement Planning, Customer Service, Microsoft Excel, Banking, Marketing, Sales Management, Cash Management
Education
University of Nevada-Reno 2007 — 2011
Bachelor's degree, Finance, General
University of Nevada-Reno 2007 — 2010
Finance, Finance, Economics
Gilbane Federal January 2011 - Present
Morgan Stanley April 2013 - June 2013
Play It Again Sports and Fitness December 2004 - May 2011
Skills
Financial Analysis, Sales, Retirement Planning, Customer Service, Microsoft Excel, Banking, Marketing, Sales Management, Cash Management
Education
University of Nevada-Reno 2007 — 2011
Bachelor's degree, Finance, General
University of Nevada-Reno 2007 — 2010
Finance, Finance, Economics
Bradley Blankenship's Morgan Stanley Experience May 2011 - August 2011
Job Business Operations & Development
Industry Hospitality
Experience
Oracle January 2015 - June 2015
sbe Group February 2014 - October 2014
Rockit Ranch Productions January 2013 - January 2014
Vegas Group Entertainment July 2010 - September 2012
Merrill Lynch September 2011 - May 2012
Morgan Stanley May 2011 - August 2011
TKO Boxing Promotions May 2009 - December 2010
Education
University of Nevada-Las Vegas 2007 — 2012
Bachelor of Science in Business Administration, Entrepreneurship
Oracle January 2015 - June 2015
sbe Group February 2014 - October 2014
Rockit Ranch Productions January 2013 - January 2014
Vegas Group Entertainment July 2010 - September 2012
Merrill Lynch September 2011 - May 2012
Morgan Stanley May 2011 - August 2011
TKO Boxing Promotions May 2009 - December 2010
Education
University of Nevada-Las Vegas 2007 — 2012
Bachelor of Science in Business Administration, Entrepreneurship
Lauren Aronoff Lauren Aronoff's Morgan Stanley Experience March 1999 - September 2004
Job Billing Specialist at Schneiderman & Sherman, PC
Industry Real Estate
Experience
Schneiderman & Sherman, PC September 2002 - Present
Morgan Stanley March 1999 - September 2004
Education
University of Nevada-Las Vegas - College of Business 1995 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
Michigan State University 1990 — 1994
Bachelor of Business Administration (B.B.A.)
Schneiderman & Sherman, PC September 2002 - Present
Morgan Stanley March 1999 - September 2004
Education
University of Nevada-Las Vegas - College of Business 1995 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
Michigan State University 1990 — 1994
Bachelor of Business Administration (B.B.A.)
Sydney Wurzer Sydney Wurzer's Morgan Stanley Experience May 2014 - Present
Job Company Manager at Experience Blur
Industry Events Services
Experience
Experience Blur May 2015 - Present
JL Beers & Longhorn Steakhouse May 2014 - Present
Morgan Stanley May 2014 - Present
Trollwood Performing Arts School May 2013 - August 2013
Trollwood Performing Arts School May 2012 - August 2012
Zorbaz on Ottertail Lake May 2011 - August 2011
Trollwood Performing Arts School May 2008 - August 2009
Skills
Event Planning, Social Media, Public Speaking, Event Management, Facebook, Social Networking, Fundraising, Volunteer Management, Marketing, Leadership, Nonprofits, Press Releases
Education
University of Nebraska-Lincoln 2010 — 2015
Hospitality, Restaurant and Tourism Management, Meeting and Event Planning and Leadership and Communication
University of Nebraska-Lincoln
Experience Blur May 2015 - Present
JL Beers & Longhorn Steakhouse May 2014 - Present
Morgan Stanley May 2014 - Present
Trollwood Performing Arts School May 2013 - August 2013
Trollwood Performing Arts School May 2012 - August 2012
Zorbaz on Ottertail Lake May 2011 - August 2011
Trollwood Performing Arts School May 2008 - August 2009
Skills
Event Planning, Social Media, Public Speaking, Event Management, Facebook, Social Networking, Fundraising, Volunteer Management, Marketing, Leadership, Nonprofits, Press Releases
Education
University of Nebraska-Lincoln 2010 — 2015
Hospitality, Restaurant and Tourism Management, Meeting and Event Planning and Leadership and Communication
University of Nebraska-Lincoln
Christopher Scapillato Christopher Scapillato's Morgan Stanley Experience October 2010 - Present
Job Vice President, Morgan Stanley
Industry Investment Management
Experience
The James Beard Foundation 2012 - Present
Morgan Stanley October 2010 - Present
CYAN Management Group May 2010 - September 2010
Graystone Research, Morgan Stanley Smith Barney April 2008 - August 2009
International Asset Management July 2007 - January 2008
Pioneer Alternative Investments Limited October 2005 - July 2007
Citco Fund Services (USA) Inc June 2004 - October 2005
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Private Equity, Due Diligence, Mutual Funds, Bloomberg, Investments, Portfolio Management, Equities, Capital Markets, Fixed Income, Asset Allocation, Derivatives, Options, Financial Markets, Trading, Business Development, Bonds, Commodity, Investment Management
Education
University of North Carolina at Chapel Hill 1998 — 2003
B.A, Economics & American History
University of North Carolina at Chapel Hill 1998 — 2003
Bachelor's degree, Economics
The James Beard Foundation 2012 - Present
Morgan Stanley October 2010 - Present
CYAN Management Group May 2010 - September 2010
Graystone Research, Morgan Stanley Smith Barney April 2008 - August 2009
International Asset Management July 2007 - January 2008
Pioneer Alternative Investments Limited October 2005 - July 2007
Citco Fund Services (USA) Inc June 2004 - October 2005
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Private Equity, Due Diligence, Mutual Funds, Bloomberg, Investments, Portfolio Management, Equities, Capital Markets, Fixed Income, Asset Allocation, Derivatives, Options, Financial Markets, Trading, Business Development, Bonds, Commodity, Investment Management
Education
University of North Carolina at Chapel Hill 1998 — 2003
B.A, Economics & American History
University of North Carolina at Chapel Hill 1998 — 2003
Bachelor's degree, Economics
Courtney Bale Courtney Bale's Morgan Stanley Experience August 2014 - Present
Job Equity Derivative Sales Trading Analyst at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - July 2014
McIntire Hedge Tournament January 2013 - May 2013
Virginia Venture Fund September 2012 - April 2013
The Copper Trunk October 2011 - December 2012
University of North Carolina at Chapel Hill January 2011 - December 2011
Phi Mu Fraternity January 2010 - December 2010
Carolina Economics Club May 2009 - January 2010
Columbia Association May 2006 - July 2009
Raytheon Solipsys May 2007 - August 2008
Skills
Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Data Analysis, Stata, SPSS, SQL, Tableau, Cognos, Microsoft Visual Studio..., Capital IQ, Bloomberg, Bloomberg Terminal, Fundraising, Start-up Ventures, Venture Capital, Non-profits, Event Planning, Facebook, Social Media, Blogging, Spanish, Access, Nonprofits
Education
University of Virginia 2012 — 2013
Master of Science (M.S.), Finance, Commerce
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts, Economics
Reservoir High School 2004 — 2008
High School Diploma
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - July 2014
McIntire Hedge Tournament January 2013 - May 2013
Virginia Venture Fund September 2012 - April 2013
The Copper Trunk October 2011 - December 2012
University of North Carolina at Chapel Hill January 2011 - December 2011
Phi Mu Fraternity January 2010 - December 2010
Carolina Economics Club May 2009 - January 2010
Columbia Association May 2006 - July 2009
Raytheon Solipsys May 2007 - August 2008
Skills
Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Data Analysis, Stata, SPSS, SQL, Tableau, Cognos, Microsoft Visual Studio..., Capital IQ, Bloomberg, Bloomberg Terminal, Fundraising, Start-up Ventures, Venture Capital, Non-profits, Event Planning, Facebook, Social Media, Blogging, Spanish, Access, Nonprofits
Education
University of Virginia 2012 — 2013
Master of Science (M.S.), Finance, Commerce
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts, Economics
Reservoir High School 2004 — 2008
High School Diploma
Dianne McConnell Dianne McConnell's Morgan Stanley Experience March 1984 - March 1987
Job Learn how to choose and prepare delicious and nutritious foods which may improve your health and lifestyle.
Industry Health, Wellness and Fitness
Experience
Healthy Foods Matter September 2011 - Present
A Matter of Taste April 1988 - January 2005
Morgan Stanley March 1984 - March 1987
Hotdog Heaven January 1975 - March 1976
Skills
Customer Service, Nutrition, Wellness, Entrepreneurship, Marketing, Leadership, Event Planning
Education
Institute for Integrative Nutrition 2010 — 2011
Certificate, Dietary Theory and Nutrition
Institute of Culinary Education 1987 — 1988
Professional Program, French Culinary Technque
UNC Chapel Hill 1968 — 1972
BS, American Studies
North Mecklenburg High School 1965 — 1968
High School, College Prep, Can't remember.
Healthy Foods Matter September 2011 - Present
A Matter of Taste April 1988 - January 2005
Morgan Stanley March 1984 - March 1987
Hotdog Heaven January 1975 - March 1976
Skills
Customer Service, Nutrition, Wellness, Entrepreneurship, Marketing, Leadership, Event Planning
Education
Institute for Integrative Nutrition 2010 — 2011
Certificate, Dietary Theory and Nutrition
Institute of Culinary Education 1987 — 1988
Professional Program, French Culinary Technque
UNC Chapel Hill 1968 — 1972
BS, American Studies
North Mecklenburg High School 1965 — 1968
High School, College Prep, Can't remember.
Danny Noonan MBA,CMFC®'s Morgan Stanley Experience November 2010 - August 2012
Job Director , Private Client Services
Industry Financial Services
Experience
First National Wealth Management September 2012 - Present
Morgan Stanley November 2010 - August 2012
LPL November 2001 - November 2010
Financial Network Investment Corporation, Member SIPC January 2000 - November 2001
University of Nebraska-Lincoln August 1993 - December 2000
NFL Players Association April 1987 - September 1993
University of Nebraska-Lincoln June 1983 - May 1987
Skills
Investments, Wealth Management, Financial Services, Financial Planning, Mutual Funds, Financial Advisory, Estate Planning, Series 7, Investment Management, Management
Education
Columbia Southern University 2008 — 2009
MBA, E-Business and Technology
Kaplan University 2005 — 2006
Wealth Management Specialist, Wealth Management
College for Financial Planning 2002 — 2003
CMFC, CHARTERED MUTUAL FUND COUNSELOR
University of Nebraska-Lincoln 1983 — 1987
Bachelor of Science Degree, Criminology with a Minor in Sociology
First National Wealth Management September 2012 - Present
Morgan Stanley November 2010 - August 2012
LPL November 2001 - November 2010
Financial Network Investment Corporation, Member SIPC January 2000 - November 2001
University of Nebraska-Lincoln August 1993 - December 2000
NFL Players Association April 1987 - September 1993
University of Nebraska-Lincoln June 1983 - May 1987
Skills
Investments, Wealth Management, Financial Services, Financial Planning, Mutual Funds, Financial Advisory, Estate Planning, Series 7, Investment Management, Management
Education
Columbia Southern University 2008 — 2009
MBA, E-Business and Technology
Kaplan University 2005 — 2006
Wealth Management Specialist, Wealth Management
College for Financial Planning 2002 — 2003
CMFC, CHARTERED MUTUAL FUND COUNSELOR
University of Nebraska-Lincoln 1983 — 1987
Bachelor of Science Degree, Criminology with a Minor in Sociology
Philip Enteles Philip Enteles's Morgan Stanley Experience August 1994 - January 1998
Job Systems Administrator at Cnn
Industry Broadcast Media
Experience
Cnn/Turner June 2004 - Present
Turner Broadcasting 2004 - Present
Paytrust, Inc January 2000 - May 2004
Morgan Stanley August 1994 - January 1998
Skills
Linux, Perl, Unix, Solaris, System Administration, Servers, Bash, Disaster Recovery, VMware, Scripting, Red Hat Linux, Integration, RedHat, Virtualization, Shell Scripting, Server Architecture, TCP/IP, vSphere, Ubuntu, Unix Shell Scripting, Storage
Education
University of Nevada-Reno 1989 — 1991
Master's degree, Computer Science
University of Nevada-Reno 1972 — 1976
Bachelor's degree, Biology, General
Cnn/Turner June 2004 - Present
Turner Broadcasting 2004 - Present
Paytrust, Inc January 2000 - May 2004
Morgan Stanley August 1994 - January 1998
Skills
Linux, Perl, Unix, Solaris, System Administration, Servers, Bash, Disaster Recovery, VMware, Scripting, Red Hat Linux, Integration, RedHat, Virtualization, Shell Scripting, Server Architecture, TCP/IP, vSphere, Ubuntu, Unix Shell Scripting, Storage
Education
University of Nevada-Reno 1989 — 1991
Master's degree, Computer Science
University of Nevada-Reno 1972 — 1976
Bachelor's degree, Biology, General
J.Thomas Regan J.Thomas Regan's Morgan Stanley Experience March 1997 - November 2003
Job Investment Advisor Rep./ Financial Advisor / Financial Planning (612) 4363794
Industry Financial Services
Experience
Financial Network AdvisorNet Financial October 2008 - Present
PlanViser Financial October 2008 - April 2009
Independent Business Consultants January 2003 - April 2008
Morgan Stanley March 1997 - November 2003
JWS Enterprises Inc July 1984 - February 1997
Education
University of Nebraska at Omaha
Organizational Communications & Industrial Psychology
Financial Network AdvisorNet Financial October 2008 - Present
PlanViser Financial October 2008 - April 2009
Independent Business Consultants January 2003 - April 2008
Morgan Stanley March 1997 - November 2003
JWS Enterprises Inc July 1984 - February 1997
Education
University of Nebraska at Omaha
Organizational Communications & Industrial Psychology
Erin Foley Erin Foley's Morgan Stanley Experience September 1995 - May 1998
Job
Industry Investment Management
Experience
O'Shaughnessy Asset Management, LLC September 2007 - Present
Canaccord Genuity Inc. June 2002 - February 2007
Deutsche Bank Securities May 1998 - June 2002
Morgan Stanley September 1995 - May 1998
Skills
Asset Management, Mutual Funds, Equities, Bloomberg, Series 63, Hedge Funds, Trading, Securities, Alternative Investments, Investment Banking, Wealth Management, Risk Management, Series 7
Education
University of New Hampshire - Whittemore School of Business and Economics
O'Shaughnessy Asset Management, LLC September 2007 - Present
Canaccord Genuity Inc. June 2002 - February 2007
Deutsche Bank Securities May 1998 - June 2002
Morgan Stanley September 1995 - May 1998
Skills
Asset Management, Mutual Funds, Equities, Bloomberg, Series 63, Hedge Funds, Trading, Securities, Alternative Investments, Investment Banking, Wealth Management, Risk Management, Series 7
Education
University of New Hampshire - Whittemore School of Business and Economics
Cynthia (Cindy) Otten's Morgan Stanley Experience May 2003 - May 2006
Job Union Pacific
Industry Financial Services
Experience
Union Pacific Railroad January 2012 - Present
Sarpy County Safety Council September 2011 - Present
Wells Fargo Advisors, LLC May 2006 - January 2012
Morgan Stanley May 2003 - May 2006
Boys Town 1989 - 1993
Skills
Series 7, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Fixed Annuities, Insurance, Risk Management, Strategic Planning, Mutual Funds, Financial Analysis, Portfolio Management
Education
University of Nebraska-Lincoln 1982 — 1986
Lincoln Senior High School 1979 — 1982
College Prep
Union Pacific Railroad January 2012 - Present
Sarpy County Safety Council September 2011 - Present
Wells Fargo Advisors, LLC May 2006 - January 2012
Morgan Stanley May 2003 - May 2006
Boys Town 1989 - 1993
Skills
Series 7, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Fixed Annuities, Insurance, Risk Management, Strategic Planning, Mutual Funds, Financial Analysis, Portfolio Management
Education
University of Nebraska-Lincoln 1982 — 1986
Lincoln Senior High School 1979 — 1982
College Prep
Becky Cory AAMS® Becky Cory AAMS®'s Morgan Stanley Experience May 1983 - December 1991
Job Vice PresidentInvestment Officer at Cory Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Cory Financial Group of Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities (a predecessor firm of Wells Fargo Advisors, LLC) October 2006 - May 2009
Piper Jaffray July 2000 - October 2006
RBC Dain Rauscher December 1991 - July 2000
Morgan Stanley May 1983 - December 1991
Skills
Retirement Planning, Financial Advisory
Education
University of Nebraska-Lincoln 1964 — 1967
BS BA, Education
Cory Financial Group of Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities (a predecessor firm of Wells Fargo Advisors, LLC) October 2006 - May 2009
Piper Jaffray July 2000 - October 2006
RBC Dain Rauscher December 1991 - July 2000
Morgan Stanley May 1983 - December 1991
Skills
Retirement Planning, Financial Advisory
Education
University of Nebraska-Lincoln 1964 — 1967
BS BA, Education
Boyd Harden Boyd Harden's Morgan Stanley Experience June 1998 - May 2001
Job Managing Director at Global Jet Capital
Industry Aviation & Aerospace
Experience
Global Jet Capital August 2014 - Present
Three Wing Aviation Group LLC December 2013 - August 2014
Toddler Teams LLC January 2007 - December 2013
Flight Options, LLC July 2004 - January 2007
Marwood Group, Healthcare Research September 2003 - July 2004
Marquis Jet Partners (MJP) June 2002 - August 2003
Bombardier Aerospace July 2001 - May 2002
Morgan Stanley June 1998 - May 2001
United States Marine Corps June 1989 - May 1997
Skills
Management, Portfolio Management, Business Development, Leadership, Investments, Hedge Funds, Corporate Development, Marketing, New Business Development, Marketing Strategy, Training, Contract Negotiation, Equities
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, General Business
U.S. Naval Aviation Flight School 1989 — 1992
Marine Corps aviator
University of North Carolina at Chapel Hill 1983 — 1988
AB, History
Global Jet Capital August 2014 - Present
Three Wing Aviation Group LLC December 2013 - August 2014
Toddler Teams LLC January 2007 - December 2013
Flight Options, LLC July 2004 - January 2007
Marwood Group, Healthcare Research September 2003 - July 2004
Marquis Jet Partners (MJP) June 2002 - August 2003
Bombardier Aerospace July 2001 - May 2002
Morgan Stanley June 1998 - May 2001
United States Marine Corps June 1989 - May 1997
Skills
Management, Portfolio Management, Business Development, Leadership, Investments, Hedge Funds, Corporate Development, Marketing, New Business Development, Marketing Strategy, Training, Contract Negotiation, Equities
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, General Business
U.S. Naval Aviation Flight School 1989 — 1992
Marine Corps aviator
University of North Carolina at Chapel Hill 1983 — 1988
AB, History
Andy Bowes Andy Bowes's Morgan Stanley Experience 2002 - 2004
Job Major Account Sales Manager at Ricoh Americas Corporation
Industry Printing
Experience
Ricoh Americas Corporation December 2013 - Present
Ricoh USA December 2009 - December 2013
IKON Office Solutions February 2008 - December 2009
IKON Office Solutions 2004 - 2008
Morgan Stanley 2002 - 2004
O'Meara Capital Partners 1999 - 2002
Anmar Holdings May 1994 - January 1999
Skills
Document Imaging, Managed Print Services, Solution Selling, Document Management, Sales Process, Major Accounts, Cold Calling, Account Management, Selling, Direct Sales, Salesforce.com, Sales Management, New Business Development, Sales Operations, B2B, Sales Presentations, Sales, Digital Printing, Print Management, Enterprise Software, Variable Data Printing, Marketing, SaaS
Education
Fransican University of Steubenville 2002 — 2003
Philosophy
University of Prince Edward Island 1991 — 1992
Philosophy
University of New Brunswick 1989 — 1991
Business, Management, Marketing, and Related Support Services
Ricoh Americas Corporation December 2013 - Present
Ricoh USA December 2009 - December 2013
IKON Office Solutions February 2008 - December 2009
IKON Office Solutions 2004 - 2008
Morgan Stanley 2002 - 2004
O'Meara Capital Partners 1999 - 2002
Anmar Holdings May 1994 - January 1999
Skills
Document Imaging, Managed Print Services, Solution Selling, Document Management, Sales Process, Major Accounts, Cold Calling, Account Management, Selling, Direct Sales, Salesforce.com, Sales Management, New Business Development, Sales Operations, B2B, Sales Presentations, Sales, Digital Printing, Print Management, Enterprise Software, Variable Data Printing, Marketing, SaaS
Education
Fransican University of Steubenville 2002 — 2003
Philosophy
University of Prince Edward Island 1991 — 1992
Philosophy
University of New Brunswick 1989 — 1991
Business, Management, Marketing, and Related Support Services
Sean Frohman Sean Frohman's Morgan Stanley Experience April 2004 - December 2004
Job Account Manager at Thermo Fisher Scientific
Industry Mechanical or Industrial Engineering
Experience
Thermo Fisher Scientific November 2012 - Present
GlobalSign Inc January 2011 - October 2012
Enterasys Networks August 2009 - December 2010
GreenPages Technology Solutions 2005 - 2009
Morgan Stanley April 2004 - December 2004
Skills
SaaS, Cloud Computing, Direct Sales, Lead Generation, Cold Calling, Sales Process, Sales, Negotiation, Security, Sales Presentations, Business Development, Channel, Contract Negotiation, Customer Service, Salesforce.com, Chillers, Hydraulic Pumps, Heat Exchangers
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Bachelor of Science, Business Administration
Thermo Fisher Scientific November 2012 - Present
GlobalSign Inc January 2011 - October 2012
Enterasys Networks August 2009 - December 2010
GreenPages Technology Solutions 2005 - 2009
Morgan Stanley April 2004 - December 2004
Skills
SaaS, Cloud Computing, Direct Sales, Lead Generation, Cold Calling, Sales Process, Sales, Negotiation, Security, Sales Presentations, Business Development, Channel, Contract Negotiation, Customer Service, Salesforce.com, Chillers, Hydraulic Pumps, Heat Exchangers
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Bachelor of Science, Business Administration
Vikram Dashputre's Morgan Stanley Experience July 2010 - July 2012
Job MBA Candidate at The Wharton School
Industry Hospital & Health Care
Experience
Enhanced Equity Funds August 2013 - June 2015
New York-Presbyterian Hospital July 2012 - July 2013
Morgan Stanley July 2010 - July 2012
Morgan Stanley June 2009 - August 2009
U.S. Department of State May 2008 - July 2008
Skills
Financial Modeling, Corporate Finance, Capital Markets, Financial Analysis, Valuation, Mergers & Acquisitions, Private Equity, Due Diligence, Investment Banking, Strategy, Healthcare Management, Healthcare Analytics
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Science (B.S.), Business Administration
Enhanced Equity Funds August 2013 - June 2015
New York-Presbyterian Hospital July 2012 - July 2013
Morgan Stanley July 2010 - July 2012
Morgan Stanley June 2009 - August 2009
U.S. Department of State May 2008 - July 2008
Skills
Financial Modeling, Corporate Finance, Capital Markets, Financial Analysis, Valuation, Mergers & Acquisitions, Private Equity, Due Diligence, Investment Banking, Strategy, Healthcare Management, Healthcare Analytics
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Science (B.S.), Business Administration
Michael Dino, MBA's Morgan Stanley Experience November 2012 - Present
Job Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley November 2012 - Present
UBS May 2012 - October 2012
Target July 2007 - May 2012
Country Inn & Suites by Carlson November 2005 - June 2007
Skills
Series 7, Financial Analysis, Series 66, Microsoft Excel, Equities, Mutual Funds, Options, Analysis, Financial Modeling, Investments, Finance, Bloomberg, Portfolio Management, Asset Management, Wealth Management, Bonds, PowerPoint, Valuation, Microsoft Office, Customer Service
Education
University of North Alabama 2010 — 2012
Master of Business Administration (MBA), Finance, 3.8 GPA
Morgan Stanley November 2012 - Present
UBS May 2012 - October 2012
Target July 2007 - May 2012
Country Inn & Suites by Carlson November 2005 - June 2007
Skills
Series 7, Financial Analysis, Series 66, Microsoft Excel, Equities, Mutual Funds, Options, Analysis, Financial Modeling, Investments, Finance, Bloomberg, Portfolio Management, Asset Management, Wealth Management, Bonds, PowerPoint, Valuation, Microsoft Office, Customer Service
Education
University of North Alabama 2010 — 2012
Master of Business Administration (MBA), Finance, 3.8 GPA
Veronica Moody's Morgan Stanley Experience June 1998 - June 2001
Job Energy Consultant SolarCity
Industry Renewables & Environment
Experience
SolarCity March 2014 - Present
Rapport Leadership International September 2002 - September 2011
Morgan Stanley June 1998 - June 2001
Scientific Games International June 1996 - March 1998
Xerox June 1989 - May 1995
Skills
Project Management, Strategic Planning, Cost-Benefit Analysis, Consultation/Coaching, High-Tech Construction, Renewable Energy, High Impact..., Leadership Development..., Wealth Management, Financial Analysis, Team Management, Relational Selling
Education
University of Nevada-Las Vegas 1983 — 1988
Bachelor of Science (BS), Business Administration and Marketing
University of Nevada-Las Vegas
Bachelor of Science (B.S.), Business Administration
SolarCity March 2014 - Present
Rapport Leadership International September 2002 - September 2011
Morgan Stanley June 1998 - June 2001
Scientific Games International June 1996 - March 1998
Xerox June 1989 - May 1995
Skills
Project Management, Strategic Planning, Cost-Benefit Analysis, Consultation/Coaching, High-Tech Construction, Renewable Energy, High Impact..., Leadership Development..., Wealth Management, Financial Analysis, Team Management, Relational Selling
Education
University of Nevada-Las Vegas 1983 — 1988
Bachelor of Science (BS), Business Administration and Marketing
University of Nevada-Las Vegas
Bachelor of Science (B.S.), Business Administration
Charles DeMarco's Morgan Stanley Experience May 2013 - September 2013
Job Telecommunications Sector Leader at Atkins Investment Group
Industry Financial Services
Experience
Atkins Investment Group May 2015 - Present
SilverCloud, Inc. February 2015 - Present
Liberty Mutual Insurance June 2015 - August 2015
Atkins Investment Group August 2014 - May 2015
Westport Resources June 2014 - September 2014
Morgan Stanley May 2013 - September 2013
Chick-Lets LLC May 2013 - August 2013
Skills
Financial Analysis, Investments, Business Analysis, Analysis, Microsoft Excel, Management, Leadership, Bloomberg Terminal, Financial Modeling, Capital IQ, Fundamental Analysis, VBA, Technical Analysis, Detail Oriented, Team Management, PowerPoint, Project Management, Time Management
Education
University of New Hampshire 2012 — 2016
Bachelor’s Degree, Business Administration - Concentration in Finance and Information Systems Management
Atkins Investment Group May 2015 - Present
SilverCloud, Inc. February 2015 - Present
Liberty Mutual Insurance June 2015 - August 2015
Atkins Investment Group August 2014 - May 2015
Westport Resources June 2014 - September 2014
Morgan Stanley May 2013 - September 2013
Chick-Lets LLC May 2013 - August 2013
Skills
Financial Analysis, Investments, Business Analysis, Analysis, Microsoft Excel, Management, Leadership, Bloomberg Terminal, Financial Modeling, Capital IQ, Fundamental Analysis, VBA, Technical Analysis, Detail Oriented, Team Management, PowerPoint, Project Management, Time Management
Education
University of New Hampshire 2012 — 2016
Bachelor’s Degree, Business Administration - Concentration in Finance and Information Systems Management
Jennifer Drag's Morgan Stanley Experience May 2013 - Present
Job
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Credit Suisse July 2009 - March 2013
Barclays Capital September 2008 - April 2009
Lehman Brothers November 2006 - September 2008
Bloomberg L.P. March 2001 - December 2006
Skills
Structured Products, Prime Brokerage, Electronic Trading, Fixed Income, Trading Systems, Equity Derivatives, Bloomberg, Derivatives, Equities, Hedge Funds, FX Options, Equity Trading, Bloomberg Terminal, Financial Markets, Capital Markets, Bonds, Options, ETFs, Series 7, Investment Banking
Education
University of North Carolina at Chapel Hill
Bachelor of Arts
Morgan Stanley May 2013 - Present
Credit Suisse July 2009 - March 2013
Barclays Capital September 2008 - April 2009
Lehman Brothers November 2006 - September 2008
Bloomberg L.P. March 2001 - December 2006
Skills
Structured Products, Prime Brokerage, Electronic Trading, Fixed Income, Trading Systems, Equity Derivatives, Bloomberg, Derivatives, Equities, Hedge Funds, FX Options, Equity Trading, Bloomberg Terminal, Financial Markets, Capital Markets, Bonds, Options, ETFs, Series 7, Investment Banking
Education
University of North Carolina at Chapel Hill
Bachelor of Arts
Rolands Vilums's Morgan Stanley Experience 2005 - 2013
Job Senior Finance & Accounting Professional focused on Technology
Industry Accounting
Experience
Hextronik Limited / dba HobbyKing.com March 2014 - Present
Trade Without Borders / dba SolaGeo.com October 2013 - Present
Morgan Stanley 2005 - 2013
Morgan Stanley 2001 - 2005
InterIQ.com 2000 - 2001
Intuit 1998 - 2000
Intuit, Inc. 1995 - 1998
Informix 1992 - 1995
Ernst & Young LLP 1989 - 1992
Nebraska National Guard 1985 - 1989
Skills
Accounting, Risk Management, Financial Modeling, Business Strategy, Management, Business Innovation, Vendor Management, Strategic Financial..., Start-ups, Internal Audit, Financial Analysis, Financial Reporting, Strategic Planning, IT Management, Business Planning, Controllership Functions, System Deployment, Finance System..., Systems Improvement, Technological Innovation, Banking, Business Analysis, Internal Controls, Internal Communications, Leadership, Analysis, General Operations, Innovation, Finance, Managerial Finance, Executive Management, Governance, Project Management, Financial Audits, Mergers & Acquisitions, Financial Services, Forecasting, ERP, Due Diligence, Corporate Finance, Business Process..., Management Consulting, Financial Risk, Strategy, Business Process, Financial Accounting, Variance Analysis, Human Resources, Revenue Recognition, International Business
Education
University of Nebraska-Lincoln
MPA, Masters of Professional Accountancy
University of Nebraska-Lincoln
Bachelor of Business Administration (BBA), Accounting and Computer Science
Hextronik Limited / dba HobbyKing.com March 2014 - Present
Trade Without Borders / dba SolaGeo.com October 2013 - Present
Morgan Stanley 2005 - 2013
Morgan Stanley 2001 - 2005
InterIQ.com 2000 - 2001
Intuit 1998 - 2000
Intuit, Inc. 1995 - 1998
Informix 1992 - 1995
Ernst & Young LLP 1989 - 1992
Nebraska National Guard 1985 - 1989
Skills
Accounting, Risk Management, Financial Modeling, Business Strategy, Management, Business Innovation, Vendor Management, Strategic Financial..., Start-ups, Internal Audit, Financial Analysis, Financial Reporting, Strategic Planning, IT Management, Business Planning, Controllership Functions, System Deployment, Finance System..., Systems Improvement, Technological Innovation, Banking, Business Analysis, Internal Controls, Internal Communications, Leadership, Analysis, General Operations, Innovation, Finance, Managerial Finance, Executive Management, Governance, Project Management, Financial Audits, Mergers & Acquisitions, Financial Services, Forecasting, ERP, Due Diligence, Corporate Finance, Business Process..., Management Consulting, Financial Risk, Strategy, Business Process, Financial Accounting, Variance Analysis, Human Resources, Revenue Recognition, International Business
Education
University of Nebraska-Lincoln
MPA, Masters of Professional Accountancy
University of Nebraska-Lincoln
Bachelor of Business Administration (BBA), Accounting and Computer Science
Amy Conlee's Morgan Stanley Experience 1977 - 1992
Job Volunteer Philanthropy Teacher
Industry Philanthropy
Experience
Jorgensen Company Volunteer TeacherAtlanta Girls School2005 - 2013
Morgan Stanley 1977 - 1992
Skills
Public Speaking, Microsoft Office, Event Planning, Fundraising, Social Media, Research, Strategic Planning, Customer Service, Microsoft Excel, Event Management, Public Relations, Volunteer Management, Staff Development, Community Outreach, Leadership, Grant Writing
Education
Vanderbilt University - Owen Graduate School of Management 1975 — 1977
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 1971 — 1975
Bachelor of Science (BS), Business Administration and Management, General
Jorgensen Company Volunteer TeacherAtlanta Girls School2005 - 2013
Morgan Stanley 1977 - 1992
Skills
Public Speaking, Microsoft Office, Event Planning, Fundraising, Social Media, Research, Strategic Planning, Customer Service, Microsoft Excel, Event Management, Public Relations, Volunteer Management, Staff Development, Community Outreach, Leadership, Grant Writing
Education
Vanderbilt University - Owen Graduate School of Management 1975 — 1977
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 1971 — 1975
Bachelor of Science (BS), Business Administration and Management, General
William Dennett's Morgan Stanley Experience 2004 - 2005
Job CoChair Opportunity Center Committee
Industry Information Technology and Services
Experience
Morgan Stanley 2004 - 2005
The New York Daily News 1998 - 2004
Prudential Insurance 1996 - 1997
Prudential Insurance 1993 - 1996
Prudential Insurance 1991 - 1992
Prudential Insurance 1989 - 1991
Education
University of Nebraska at Omaha
Bachelor of General Studies, Business Management and Computer Science
Morgan Stanley 2004 - 2005
The New York Daily News 1998 - 2004
Prudential Insurance 1996 - 1997
Prudential Insurance 1993 - 1996
Prudential Insurance 1991 - 1992
Prudential Insurance 1989 - 1991
Education
University of Nebraska at Omaha
Bachelor of General Studies, Business Management and Computer Science
Matthew Schechter's Morgan Stanley Experience July 1997 - July 2002
Job Director of Marketing at Arcoda Capital Management
Industry Investment Management
Experience
Arcoda Capital Management June 2011 - Present
Paragon Capital March 2009 - June 2011
UBS July 2002 - May 2007
Morgan Stanley July 1997 - July 2002
Education
University of North Carolina at Chapel Hill 1987 — 1991
BA, Industrial Relations
Arcoda Capital Management June 2011 - Present
Paragon Capital March 2009 - June 2011
UBS July 2002 - May 2007
Morgan Stanley July 1997 - July 2002
Education
University of North Carolina at Chapel Hill 1987 — 1991
BA, Industrial Relations
Deepika David's Morgan Stanley Experience August 2010 - Present
Job Associate at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley August 2010 - Present
Keane Inc August 2008 - September 2010
Education
Vellore Institute of Technology 1998 — 2002
BSC.Eng., Computer Engineering
University of New Brunswick
Masters, CS - Cryptography
Morgan Stanley August 2010 - Present
Keane Inc August 2008 - September 2010
Education
Vellore Institute of Technology 1998 — 2002
BSC.Eng., Computer Engineering
University of New Brunswick
Masters, CS - Cryptography
Croft Young's Morgan Stanley Experience 2009 - Present
Job Vice President, Investment Banking Divison at Morgan Stanley & Co
Industry Financial Services
Experience
Morgan Stanley 2009 - Present
Morgan Stanley 2009 - 2012
United States Marine Corps 2001 - 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Risk Management, Strategic Financial..., Leadership, Transaction Execution, Project Management, Capital Structure...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), International Studies
Morgan Stanley 2009 - Present
Morgan Stanley 2009 - 2012
United States Marine Corps 2001 - 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Risk Management, Strategic Financial..., Leadership, Transaction Execution, Project Management, Capital Structure...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), International Studies
Todd Cesca's Morgan Stanley Experience 2000 - 2002
Job Partner & Relationship Manager at Charter Oak Capital Management
Industry Financial Services
Experience
Charter Oak Capital Management March 2002 - Present
Morgan Stanley 2000 - 2002
Maine State Planning Office 1999 - 1999
Skills
Financial Planning, Research, Economics, Investments, Chartered Retirement..., Coaching, Financial Advisory, Strategic Financial..., Finance, Series 7, Strategic Planning, Portfolio Management, Investment Advisory, Fixed Income, Equities, Asset Management, Strategy, Wealth Management, Management, Mutual Funds
Education
University of Southern Maine 1997 — 1999
Edmund S. Muskie School of Public Service, Master of Public Administration (MPA), Economic Analysis
University of New England 1991 — 1995
Bachelor of Arts (B.A.), Liberal Arts
Charter Oak Capital Management March 2002 - Present
Morgan Stanley 2000 - 2002
Maine State Planning Office 1999 - 1999
Skills
Financial Planning, Research, Economics, Investments, Chartered Retirement..., Coaching, Financial Advisory, Strategic Financial..., Finance, Series 7, Strategic Planning, Portfolio Management, Investment Advisory, Fixed Income, Equities, Asset Management, Strategy, Wealth Management, Management, Mutual Funds
Education
University of Southern Maine 1997 — 1999
Edmund S. Muskie School of Public Service, Master of Public Administration (MPA), Economic Analysis
University of New England 1991 — 1995
Bachelor of Arts (B.A.), Liberal Arts
Holly Ornelas, CIMA's Morgan Stanley Experience March 1999 - August 2002
Job Regional Director at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo Advantage Funds November 2005 - Present
Brandes Investment Partners August 2002 - November 2005
Morgan Stanley March 1999 - August 2002
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Alternative Investments, Asset Management, Portfolio Management, Securities, Investment Strategies, Financial Services, Equities
Education
University of Nevada-Las Vegas - College of Business 1994 — 1998
Bachelor's degree, International Business and Spanish
University of Utah 1994 — 1996
Wells Fargo Advantage Funds November 2005 - Present
Brandes Investment Partners August 2002 - November 2005
Morgan Stanley March 1999 - August 2002
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Alternative Investments, Asset Management, Portfolio Management, Securities, Investment Strategies, Financial Services, Equities
Education
University of Nevada-Las Vegas - College of Business 1994 — 1998
Bachelor's degree, International Business and Spanish
University of Utah 1994 — 1996
Jessica Holcombe's Morgan Stanley Experience June 2007 - October 2013
Job Owner of ShortTerm Stow, LLC
Industry Leisure, Travel & Tourism
Experience
Short-Term Stow, LLC November 2013 - Present
WhoDIK, LLC March 2015 - Present
Morgan Stanley June 2007 - October 2013
Skills
Transportation, Sales, Sales Management, Hospitality, Customer Service, Leisure Travel
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor's Degree, Economics
Short-Term Stow, LLC November 2013 - Present
WhoDIK, LLC March 2015 - Present
Morgan Stanley June 2007 - October 2013
Skills
Transportation, Sales, Sales Management, Hospitality, Customer Service, Leisure Travel
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor's Degree, Economics
Brien White's Morgan Stanley Experience 1999 - 2001
Job at Brown Advisory
Industry Investment Management
Experience
Brown Advisory August 2010 - Present
FSP 2004 - August 2010
HMS Golf 2001 - 2004
Morgan Stanley 1999 - 2001
Skills
Mergers & Acquisitions, Investments, Equities, Institutional..., Financial Services, Wealth Management, Financial Analysis, Investment Banking, Asset Allocation, Portfolio Management, Financial Modeling, Asset Management
Education
University of North Carolina at Chapel Hill 1995 — 1999
Brown Advisory August 2010 - Present
FSP 2004 - August 2010
HMS Golf 2001 - 2004
Morgan Stanley 1999 - 2001
Skills
Mergers & Acquisitions, Investments, Equities, Institutional..., Financial Services, Wealth Management, Financial Analysis, Investment Banking, Asset Allocation, Portfolio Management, Financial Modeling, Asset Management
Education
University of North Carolina at Chapel Hill 1995 — 1999
Peyling Yap's Morgan Stanley Experience January 2000 - February 2001
Job Broker at Bay Area Financial Services
Industry Real Estate
Experience
Bay Area Financial Services March 2012 - Present
Atlantic & Pacific Real Estate February 2010 - February 2011
London Real Estate & Loan 2003 - 2010
Morgan Stanley January 2000 - February 2001
Citicorp Investment Services 2000 - 2001
Skills
Real Estate, Short Sales, Foreclosures, Investment Properties, First Time Home Buyers, Sellers, REO, Investors, Residential Homes, Relocation, Buyer Representation, Condos, Mortgage Lending
Education
University of Nebraska-Lincoln 1992 — 1994
B.S, MIS
Bay Area Financial Services March 2012 - Present
Atlantic & Pacific Real Estate February 2010 - February 2011
London Real Estate & Loan 2003 - 2010
Morgan Stanley January 2000 - February 2001
Citicorp Investment Services 2000 - 2001
Skills
Real Estate, Short Sales, Foreclosures, Investment Properties, First Time Home Buyers, Sellers, REO, Investors, Residential Homes, Relocation, Buyer Representation, Condos, Mortgage Lending
Education
University of Nebraska-Lincoln 1992 — 1994
B.S, MIS
Erin Carr's Morgan Stanley Experience November 2012 - Present
Job Vice President, Compensation & HR Business Analytics at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2012 - Present
Bank of America September 2008 - November 2012
Bank of America January 2007 - August 2008
Bradford Staffing August 2006 - January 2007
Maxim Healthcare June 2005 - May 2006
Skills
Management
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Political Science, Communications
Morgan Stanley November 2012 - Present
Bank of America September 2008 - November 2012
Bank of America January 2007 - August 2008
Bradford Staffing August 2006 - January 2007
Maxim Healthcare June 2005 - May 2006
Skills
Management
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Political Science, Communications
Darik Honke's Morgan Stanley Experience April 2005 - March 2006
Job Index Sales Specialist at MSCI
Industry Financial Services
Experience
MSCI Inc. November 2014 - Present
Zacks Investment Research July 2006 - November 2014
Morgan Stanley April 2005 - March 2006
Skills
Financial Modeling, Financial Analysis, Product Development, Institutional Investors, Institutional Sales, Salesforce.com, Sales, Customer Service, Corporate Finance, Product Training, Risk Management, Equity Research, Equities, Investments, Portfolio Management, Financial Services, Investment Strategies, Finance, Mutual Funds, Asset Allocation, Investment Advisory, Alternative Investments, Securities, Financial Markets, Investment Management
Education
University of Nebraska-Lincoln 1998 — 2003
Bachelor of Science (BS), Business Administration and Management, General
MSCI Inc. November 2014 - Present
Zacks Investment Research July 2006 - November 2014
Morgan Stanley April 2005 - March 2006
Skills
Financial Modeling, Financial Analysis, Product Development, Institutional Investors, Institutional Sales, Salesforce.com, Sales, Customer Service, Corporate Finance, Product Training, Risk Management, Equity Research, Equities, Investments, Portfolio Management, Financial Services, Investment Strategies, Finance, Mutual Funds, Asset Allocation, Investment Advisory, Alternative Investments, Securities, Financial Markets, Investment Management
Education
University of Nebraska-Lincoln 1998 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Ward Minton's Morgan Stanley Experience June 2013 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Small Footprint, Inc. July 2012 - May 2013
Kane Realty January 2012 - May 2012
The Golf Channel May 2011 - August 2011
Finley Golf Course March 2010 - May 2011
Skills
Event Planning, Microsoft Office, PowerPoint, Blogging, Facebook, Public Relations, Editing, Research, Microsoft Excel, Market Research, Event Management, Social Media Marketing, Adobe Creative Suite, Marketing, Advertising, Public Speaking, Marketing Strategy, Media Relations, Social Networking, Customer Service, Budgets, Leadership
Education
Wake Forest University - Babcock Graduate School of Management 2012 — 2013
Master's degree, Arts and Business Management
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's degree, History and Political Science
Morgan Stanley June 2013 - Present
Small Footprint, Inc. July 2012 - May 2013
Kane Realty January 2012 - May 2012
The Golf Channel May 2011 - August 2011
Finley Golf Course March 2010 - May 2011
Skills
Event Planning, Microsoft Office, PowerPoint, Blogging, Facebook, Public Relations, Editing, Research, Microsoft Excel, Market Research, Event Management, Social Media Marketing, Adobe Creative Suite, Marketing, Advertising, Public Speaking, Marketing Strategy, Media Relations, Social Networking, Customer Service, Budgets, Leadership
Education
Wake Forest University - Babcock Graduate School of Management 2012 — 2013
Master's degree, Arts and Business Management
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's degree, History and Political Science
Mark Pederson's Morgan Stanley Experience July 2005 - March 2008
Job Lakewood Capital Management, LP
Industry Financial Services
Experience
Lakewood Capital Management, LP March 2011 - Present
Morgan Stanley Infrastructure Partners April 2008 - February 2011
Morgan Stanley July 2005 - March 2008
Education
University of North Carolina at Chapel Hill 2001 — 2005
Lakewood Capital Management, LP March 2011 - Present
Morgan Stanley Infrastructure Partners April 2008 - February 2011
Morgan Stanley July 2005 - March 2008
Education
University of North Carolina at Chapel Hill 2001 — 2005
Robert Garofoli's Morgan Stanley Experience January 2000 - December 2002
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2010 - Present
Fidelity Investments September 2003 - February 2010
Morgan Stanley January 2000 - December 2002
Education
University of New Hampshire 1995 — 1999
Liberal Arts, Politcal Science
Charles Schwab February 2010 - Present
Fidelity Investments September 2003 - February 2010
Morgan Stanley January 2000 - December 2002
Education
University of New Hampshire 1995 — 1999
Liberal Arts, Politcal Science
Shawn O'Connor, LEED AP's Morgan Stanley Experience March 2011 - Present
Job VP, Multimedia Operations at Morgan Stanley
Industry Broadcast Media
Experience
Morgan Stanley March 2011 - Present
Bank of America January 2010 - March 2011
Merrill Lynch 2005 - 2010
Merrill Lynch 1994 - 2005
Freelance 1994 - 1994
Skills
Vendor Management, Project Management, Strategic Planning, Process Improvement, Team Leadership, Risk Management, Sound, Video, Business Development, Management, Multimedia, Program Management, Budgets, AV, Troubleshooting, Integration, Leadership, Product Management, Cross-functional Team..., Start-ups, Strategic Partnerships, CRM
Education
University of New Haven 1991 — 1995
B.A., Music & Sound Recording
University of New Haven 1991 — 1995
B.A., Music Business
Morgan Stanley March 2011 - Present
Bank of America January 2010 - March 2011
Merrill Lynch 2005 - 2010
Merrill Lynch 1994 - 2005
Freelance 1994 - 1994
Skills
Vendor Management, Project Management, Strategic Planning, Process Improvement, Team Leadership, Risk Management, Sound, Video, Business Development, Management, Multimedia, Program Management, Budgets, AV, Troubleshooting, Integration, Leadership, Product Management, Cross-functional Team..., Start-ups, Strategic Partnerships, CRM
Education
University of New Haven 1991 — 1995
B.A., Music & Sound Recording
University of New Haven 1991 — 1995
B.A., Music Business
Amanda Erickson's Morgan Stanley Experience 2007 - 2008
Job Senior Program Manager at ESPN International Digital Media
Industry Information Technology and Services
Experience
ESPN April 2012 - Present
Wireless Generation 2009 - May 2012
Morgan Stanley 2007 - 2008
Eagle Creek Software Services 2005 - 2007
Deloitte Consulting 2000 - 2005
Education
University of North Carolina at Chapel Hill
Bachelor of Science, Mathematics
ESPN April 2012 - Present
Wireless Generation 2009 - May 2012
Morgan Stanley 2007 - 2008
Eagle Creek Software Services 2005 - 2007
Deloitte Consulting 2000 - 2005
Education
University of North Carolina at Chapel Hill
Bachelor of Science, Mathematics
James Mylett, CFA's Morgan Stanley Experience November 2012 - November 2013
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2013 - Present
Morgan Stanley November 2012 - November 2013
Niemann Capital Management September 2009 - April 2010
Bear Stearns Asset Management May 2006 - November 2008
John A. Levin & Co. September 2000 - April 2006
BKF Asset Management 2000 - 2006
Lazard Asset Management November 1994 - September 2000
Kidder Peabody Asset Management 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Equities, Portfolio Management, Fixed Income, Relationship Management, Asset Management, Financial Analysis, Asset Allocation, Mutual Funds, Securities, Investment Management, Series 7, Investment Advisory, Capital Markets, Bloomberg, Investments, Wealth Management, ETFs, Series 63, Equity Research, Fund Of Funds, Trading, Private Equity, Derivatives, Bonds, Trading Systems
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, Economics
J.P. Morgan November 2013 - Present
Morgan Stanley November 2012 - November 2013
Niemann Capital Management September 2009 - April 2010
Bear Stearns Asset Management May 2006 - November 2008
John A. Levin & Co. September 2000 - April 2006
BKF Asset Management 2000 - 2006
Lazard Asset Management November 1994 - September 2000
Kidder Peabody Asset Management 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Equities, Portfolio Management, Fixed Income, Relationship Management, Asset Management, Financial Analysis, Asset Allocation, Mutual Funds, Securities, Investment Management, Series 7, Investment Advisory, Capital Markets, Bloomberg, Investments, Wealth Management, ETFs, Series 63, Equity Research, Fund Of Funds, Trading, Private Equity, Derivatives, Bonds, Trading Systems
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, Economics
Rebecca Ramsey's Morgan Stanley Experience February 1998 - May 2007
Job Associate at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group May 2007 - Present
Morgan Stanley February 1998 - May 2007
Dean & Deluca August 1995 - August 1996
Education
University of North Carolina at Chapel Hill 1987 — 1990
BA, Poli Sci with minors in English and Art History
Fortress Investment Group May 2007 - Present
Morgan Stanley February 1998 - May 2007
Dean & Deluca August 1995 - August 1996
Education
University of North Carolina at Chapel Hill 1987 — 1990
BA, Poli Sci with minors in English and Art History
Ayeesha McKeany's Morgan Stanley Experience 2003 - 2004
Job Director of Marketing at Las Vegas Paiute Golf Resort
Industry Sports
Experience
Las Vegas Paiute Golf Resort November 2012 - Present
Las Vegas Paiute Golf Resort March 2009 - November 2012
Coldwell Banker Residential Brokerage August 2007 - February 2009
Self Employed May 2005 - June 2007
Morgan Stanley 2003 - 2004
Skills
Investment Properties, Marketing, Event Management, Customer Service, Event Planning, Golf, Time Management, Team Management, Team Leadership, Communication, Golf Courses, Collaborative Problem..., Advertising, Social Media Marketing, Social Media, Social Networking, Marketing Strategy, Sports Marketing, Resorts, Budgets, Sales, Real Estate, Hospitality, Sponsorship, Public Relations, Club
Education
University of Nevada-Las Vegas 2001 — 2005
BS, Psychology, Marketing
La Salle High School 1997 — 2001
Las Vegas Paiute Golf Resort November 2012 - Present
Las Vegas Paiute Golf Resort March 2009 - November 2012
Coldwell Banker Residential Brokerage August 2007 - February 2009
Self Employed May 2005 - June 2007
Morgan Stanley 2003 - 2004
Skills
Investment Properties, Marketing, Event Management, Customer Service, Event Planning, Golf, Time Management, Team Management, Team Leadership, Communication, Golf Courses, Collaborative Problem..., Advertising, Social Media Marketing, Social Media, Social Networking, Marketing Strategy, Sports Marketing, Resorts, Budgets, Sales, Real Estate, Hospitality, Sponsorship, Public Relations, Club
Education
University of Nevada-Las Vegas 2001 — 2005
BS, Psychology, Marketing
La Salle High School 1997 — 2001
Kaitlin Callahan Ferguson's Morgan Stanley Experience February 2010 - April 2012
Job VP Marketing Information Manager at Bank of America
Industry Financial Services
Experience
Bank of America April 2011 - Present
Morgan Stanley February 2010 - April 2012
Wachovia Bank March 2005 - February 2010
Education
University of North Carolina at Chapel Hill
BS, Business Administration
Bank of America April 2011 - Present
Morgan Stanley February 2010 - April 2012
Wachovia Bank March 2005 - February 2010
Education
University of North Carolina at Chapel Hill
BS, Business Administration
Dave Samuels's Morgan Stanley Experience 2002 - 2005
Job Managing Director, Head of Commodities Sales for Americas at BNP Paribas
Industry Marketing and Advertising
Experience
BNP Paribas June 2014 - Present
JPMorgan May 2005 - May 2014
Morgan Stanley 2002 - 2005
Enron 1995 - 2001
Education
University of Chicago 1993 — 1995
Master of Business Administration (MBA), Finance and Marketing
University of North Carolina at Chapel Hill 1986 — 1990
BS, Economics
BNP Paribas June 2014 - Present
JPMorgan May 2005 - May 2014
Morgan Stanley 2002 - 2005
Enron 1995 - 2001
Education
University of Chicago 1993 — 1995
Master of Business Administration (MBA), Finance and Marketing
University of North Carolina at Chapel Hill 1986 — 1990
BS, Economics
Lindsey Lambert Kidder's Morgan Stanley Experience June 1996 - August 2002
Job Financial Services Professional Sales and Marketing
Industry Financial Services
Experience
Eaton Vance August 2001 - January 2007
Morgan Stanley June 1996 - August 2002
Nicholas Applegate 1991 - June 1996
Education
University of San Diego
MBA
University of North Carolina at Chapel Hill 1980 — 1984
BS, Business Administration
Eaton Vance August 2001 - January 2007
Morgan Stanley June 1996 - August 2002
Nicholas Applegate 1991 - June 1996
Education
University of San Diego
MBA
University of North Carolina at Chapel Hill 1980 — 1984
BS, Business Administration
Robert Wolffe's Morgan Stanley Experience 2010 - 2012
Job
Industry Investment Management
Experience
Morgan Stanley 2010 - 2012
AXA 2008 - 2010
Skills
Operations Management, Equity Compensation..., Corporate Stockplans, 10b5-1, Series 7, Series 8, Series 9, Series 10, Series 66, Series 63, Series 65
Education
University of Nevada-Las Vegas
Bachelor's, Finance
Morgan Stanley 2010 - 2012
AXA 2008 - 2010
Skills
Operations Management, Equity Compensation..., Corporate Stockplans, 10b5-1, Series 7, Series 8, Series 9, Series 10, Series 66, Series 63, Series 65
Education
University of Nevada-Las Vegas
Bachelor's, Finance
Joe Pitt's Morgan Stanley Experience 1993 - 1994
Job CoCEO & CFO at Sona MedSpa
Industry Health, Wellness and Fitness
Experience
Sona MedSpa July 2005 - Present
Carousel Capital 1997 - 2005
Thomas H. Lee Partners 1995 - 1997
Morgan Stanley 1993 - 1994
Morgan Stanley 1992 - 1993
Skills
Private Equity, Mergers & Acquisitions, Mergers, Marketing, Franchising, Capital, Venture Capital, New Business Development, Strategic Planning, Strategy
Education
University of North Carolina at Chapel Hill 1988 — 1992
Bachelor's degree, Business Administration, Management and Operations
The Lawrenceville School 1986 — 1988
High School
Sona MedSpa July 2005 - Present
Carousel Capital 1997 - 2005
Thomas H. Lee Partners 1995 - 1997
Morgan Stanley 1993 - 1994
Morgan Stanley 1992 - 1993
Skills
Private Equity, Mergers & Acquisitions, Mergers, Marketing, Franchising, Capital, Venture Capital, New Business Development, Strategic Planning, Strategy
Education
University of North Carolina at Chapel Hill 1988 — 1992
Bachelor's degree, Business Administration, Management and Operations
The Lawrenceville School 1986 — 1988
High School
Nan Becker's Morgan Stanley Experience 1980 - 1991
Job Strategic Advisor and Operations (handson)
Industry Executive Office
Experience
@VirtualCMO 2003 - Present
Social KO February 2014 - Present
Wartsila 1997 - 2003
NJB, Inc. 1996 - 2003
New Harbor Incorporated 1993 - 1996
Plastics Recovery Corporation 1991 - 1993
Morgan Stanley 1980 - 1991
Skills
Certified Mediator,..., Change Management, Strategic Planning, Mergers, Management Consulting, Renewable Energy, Project Finance, Project Management, Strategic Partnerships, Contract Negotiation, Risk Management, Process Improvement, Team Building, New Business Development, Business Strategy, Energy, Management, Vendor Management, Executive Search, Business Process..., Non-profits, Mergers & Acquisitions, Negotiation, Investments, Start-ups, Nonprofits, Entrepreneurship, Venture Capital, Business Development, Strategy, Due Diligence, Business Planning, Finance, Private Equity, Financial Modeling, Corporate Finance
Education
University of North Carolina at Chapel Hill
Bachelor's degree, Economics
@VirtualCMO 2003 - Present
Social KO February 2014 - Present
Wartsila 1997 - 2003
NJB, Inc. 1996 - 2003
New Harbor Incorporated 1993 - 1996
Plastics Recovery Corporation 1991 - 1993
Morgan Stanley 1980 - 1991
Skills
Certified Mediator,..., Change Management, Strategic Planning, Mergers, Management Consulting, Renewable Energy, Project Finance, Project Management, Strategic Partnerships, Contract Negotiation, Risk Management, Process Improvement, Team Building, New Business Development, Business Strategy, Energy, Management, Vendor Management, Executive Search, Business Process..., Non-profits, Mergers & Acquisitions, Negotiation, Investments, Start-ups, Nonprofits, Entrepreneurship, Venture Capital, Business Development, Strategy, Due Diligence, Business Planning, Finance, Private Equity, Financial Modeling, Corporate Finance
Education
University of North Carolina at Chapel Hill
Bachelor's degree, Economics
Sherie Schaefer's Morgan Stanley Experience February 1988 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 1988 - Present
Skills
Fixed Income, Market Data, Capital Markets, Series 7, Bonds, Series 63, Reference Data, MBS, IT Business Management, COO, Operational Risk..., Trading Systems, Settlement, FINRA, Back Office, Market Risk
Education
University of New Hampshire
BS, Computer Science, Business Admin
Morgan Stanley February 1988 - Present
Skills
Fixed Income, Market Data, Capital Markets, Series 7, Bonds, Series 63, Reference Data, MBS, IT Business Management, COO, Operational Risk..., Trading Systems, Settlement, FINRA, Back Office, Market Risk
Education
University of New Hampshire
BS, Computer Science, Business Admin
Matthew Odom, CFP®'s Morgan Stanley Experience June 2001 - December 2008
Job Vice President Wealth Management, Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management December 2008 - Present
Morgan Stanley June 2001 - December 2008
Education
University of North Carolina at Chapel Hill 1997 — 2001
BS
UBS Wealth Management December 2008 - Present
Morgan Stanley June 2001 - December 2008
Education
University of North Carolina at Chapel Hill 1997 — 2001
BS
Steve Vafier's Morgan Stanley Experience July 2007 - July 2009
Job Investor
Industry Venture Capital & Private Equity
Experience
Elevation Partners January 2014 - Present
Elevation Partners July 2009 - January 2014
Morgan Stanley July 2007 - July 2009
Skills
Venture Capital, Investment Banking, Valuation, Private Equity, Financial Modeling
Education
University of North Carolina at Chapel Hill 2003 — 2007
BS, Business Administration
Elevation Partners January 2014 - Present
Elevation Partners July 2009 - January 2014
Morgan Stanley July 2007 - July 2009
Skills
Venture Capital, Investment Banking, Valuation, Private Equity, Financial Modeling
Education
University of North Carolina at Chapel Hill 2003 — 2007
BS, Business Administration
Elizabeth Maggio's Morgan Stanley Experience June 2010 - August 2011
Job Internal Audit, MBA Intern at HewlettPackard
Industry Financial Services
Experience
Hewlett-Packard May 2015 - Present
Texas A&M University August 2014 - Present
University of Texas at Austin July 2011 - July 2014
Morgan Stanley June 2010 - August 2011
The Fellowship of Catholic University Students May 2008 - June 2010
Skills
Fundraising, Non-profits, Public Speaking, Event Planning, Community Outreach, Program Management, Leadership Development, Leadership, Volunteer Management, Social Media, Nonprofits, Microsoft Office, Research, Event Management, Management, Social Networking, Public Relations, Facebook, Newsletters, Analysis
Education
Texas A&M University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Nebraska-Lincoln 2004 — 2008
Business Administration, Finance & Accounting, Summa Cum Laude
Hewlett-Packard May 2015 - Present
Texas A&M University August 2014 - Present
University of Texas at Austin July 2011 - July 2014
Morgan Stanley June 2010 - August 2011
The Fellowship of Catholic University Students May 2008 - June 2010
Skills
Fundraising, Non-profits, Public Speaking, Event Planning, Community Outreach, Program Management, Leadership Development, Leadership, Volunteer Management, Social Media, Nonprofits, Microsoft Office, Research, Event Management, Management, Social Networking, Public Relations, Facebook, Newsletters, Analysis
Education
Texas A&M University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Nebraska-Lincoln 2004 — 2008
Business Administration, Finance & Accounting, Summa Cum Laude
Heather Boneparth's Morgan Stanley Experience 1983 - 1990
Job CoFounder at Briarwood Lane Partners
Industry Financial Services
Experience
Briarwood Lane Partners 2014 - Present
Honors Carolina, University of North Carolina at Chapel Hill 2002 - Present
Credit Research & Trading, LLC 1992 - 2000
Morgan Stanley 1983 - 1990
Skills
Strategic Planning, Public Speaking, Investments, Business Strategy, Educational Leadership, Financial Analysis, Mentoring, Non-profit Leadership, Higher Education..., Higher Education Policy, Investment Banking
Education
University of Virginia - Darden Graduate School of Business Administration 1981 — 1983
Master of Business Administration (M.B.A.), General Management
University of North Carolina at Chapel Hill 1976 — 1980
Bachelor's Degree, Economics
Briarwood Lane Partners 2014 - Present
Honors Carolina, University of North Carolina at Chapel Hill 2002 - Present
Credit Research & Trading, LLC 1992 - 2000
Morgan Stanley 1983 - 1990
Skills
Strategic Planning, Public Speaking, Investments, Business Strategy, Educational Leadership, Financial Analysis, Mentoring, Non-profit Leadership, Higher Education..., Higher Education Policy, Investment Banking
Education
University of Virginia - Darden Graduate School of Business Administration 1981 — 1983
Master of Business Administration (M.B.A.), General Management
University of North Carolina at Chapel Hill 1976 — 1980
Bachelor's Degree, Economics
Jianzhang Xu's Morgan Stanley Experience September 2006 - January 2012
Job Quantitative Developer
Industry Financial Services
Experience
Knight Capital Group February 2012 - Present
Morgan Stanley September 2006 - January 2012
Falconstor Software December 2003 - September 2006
Education
University of New Hampshire 2000 — 2003
Master, Computer Science
Knight Capital Group February 2012 - Present
Morgan Stanley September 2006 - January 2012
Falconstor Software December 2003 - September 2006
Education
University of New Hampshire 2000 — 2003
Master, Computer Science
Pam Davies's Morgan Stanley Experience February 1985 - November 2008
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc November 2008 - Present
Morgan Stanley February 1985 - November 2008
Education
University of Nevada-Reno
UBS Financial Services Inc November 2008 - Present
Morgan Stanley February 1985 - November 2008
Education
University of Nevada-Reno
Amy Plyler Nunez's Morgan Stanley Experience 1998 - 2003
Job Fixed Income Trading at Nuveen Investments
Industry Banking
Experience
Nuveen Investments April 2013 - Present
BMO Harris Private Banking November 2003 - September 2011
Morgan Stanley 1998 - 2003
William Blair and Company 1993 - 1998
Skills
Fixed Income, Bonds, Bloomberg, Securities, Series 7, Capital Markets, Equities, Asset Allocation, Trading
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Industrial Relations`
Independence High School
Independence High School
Independence High School
Nuveen Investments April 2013 - Present
BMO Harris Private Banking November 2003 - September 2011
Morgan Stanley 1998 - 2003
William Blair and Company 1993 - 1998
Skills
Fixed Income, Bonds, Bloomberg, Securities, Series 7, Capital Markets, Equities, Asset Allocation, Trading
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Industrial Relations`
Independence High School
Independence High School
Independence High School
Lawrence Gray's Morgan Stanley Experience March 1996 - August 1997
Job CEO at Gray Holdings LLC
Industry Real Estate
Experience
GrayCo, Inc. January 2010 - Present
Wachovia, A Wells Fargo Company 1997 - 2009
Morgan Stanley March 1996 - August 1997
J.P. Morgan August 1992 - March 1996
Education
University of North Carolina at Chapel Hill
AB Economics
University of Virginia Darden School of Business
MBA
Woodberry Forest School
GrayCo, Inc. January 2010 - Present
Wachovia, A Wells Fargo Company 1997 - 2009
Morgan Stanley March 1996 - August 1997
J.P. Morgan August 1992 - March 1996
Education
University of North Carolina at Chapel Hill
AB Economics
University of Virginia Darden School of Business
MBA
Woodberry Forest School
Vasilios Athanasopoulos's Morgan Stanley Experience July 2007 - July 2012
Job AVP, U.S. AML Compliance Officer at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2012 - Present
Morgan Stanley July 2007 - July 2012
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1999
BS, Business Administration
Credit Suisse July 2012 - Present
Morgan Stanley July 2007 - July 2012
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1999
BS, Business Administration
James P. Clancy's Morgan Stanley Experience July 2008 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2008 - Present
Smith Barney December 2007 - July 2008
Skills
Series 66, Series 7, 401k Rollovers, Wealth Preservation..., Saving for Education, Retirement Planning, Retirement Income..., Asset Allocation, Investment Advisory, Series 63, Annuities
Education
University of New Hampshire
BA, History
Morgan Stanley July 2008 - Present
Smith Barney December 2007 - July 2008
Skills
Series 66, Series 7, 401k Rollovers, Wealth Preservation..., Saving for Education, Retirement Planning, Retirement Income..., Asset Allocation, Investment Advisory, Series 63, Annuities
Education
University of New Hampshire
BA, History
Yume Akiyama's Morgan Stanley Experience June 2013 - October 2014
Job Credit Analyst at Morgan Stanley
Industry
Experience
Merck November 2014 - Present
Morgan Stanley June 2013 - October 2014
KPMG US October 2010 - June 2013
KPMG US June 2009 - August 2009
Skills
CPA, Big 4, Risk Management, Finance, US GAAP, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, External Audit
Education
University of Nebraska-Lincoln 2005 — 2010
Accounting
Merck November 2014 - Present
Morgan Stanley June 2013 - October 2014
KPMG US October 2010 - June 2013
KPMG US June 2009 - August 2009
Skills
CPA, Big 4, Risk Management, Finance, US GAAP, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, External Audit
Education
University of Nebraska-Lincoln 2005 — 2010
Accounting
Alan Talbot's Morgan Stanley Experience 1997 - 1999
Job Research Sales
Industry Financial Services
Experience
OTR Global June 2013 - December 2014
Avatar Securities, LLC December 2011 - March 2013
TD Ameritrade April 2000 - September 2010
Morgan Stanley 1997 - 1999
Skills
Asset Allocation, Portfolio Management, Equity Trading, Asset Management, Equities, Securities, Wealth Management
Education
University of Nevada-Las Vegas
BS, Finance
OTR Global June 2013 - December 2014
Avatar Securities, LLC December 2011 - March 2013
TD Ameritrade April 2000 - September 2010
Morgan Stanley 1997 - 1999
Skills
Asset Allocation, Portfolio Management, Equity Trading, Asset Management, Equities, Securities, Wealth Management
Education
University of Nevada-Las Vegas
BS, Finance
Katherine Shintay's Morgan Stanley Experience January 2015 - Present
Job Associate Institutional and Strategic Solutions at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley April 2014 - January 2015
Morgan Stanley June 2012 - April 2014
Morgan Stanley June 2011 - August 2011
Top Up TV June 2010 - July 2010
Foundation for Sustainable Development and Research (FSDR) May 2009 - July 2009
Family Violence Prevention Center of Orange County August 2008 - October 2008
Skills
Research, Bloomberg, Corporate Finance, Investments, Capital Markets, Public Relations, Equity Capital Markets, Strategy, Leadership, PowerPoint, Equities, Fixed Income, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Myers Park High School 2008 — 2012
High School
University of North Carolina at Chapel Hill 2008 — 2012
BS, Business Management
Morgan Stanley January 2015 - Present
Morgan Stanley April 2014 - January 2015
Morgan Stanley June 2012 - April 2014
Morgan Stanley June 2011 - August 2011
Top Up TV June 2010 - July 2010
Foundation for Sustainable Development and Research (FSDR) May 2009 - July 2009
Family Violence Prevention Center of Orange County August 2008 - October 2008
Skills
Research, Bloomberg, Corporate Finance, Investments, Capital Markets, Public Relations, Equity Capital Markets, Strategy, Leadership, PowerPoint, Equities, Fixed Income, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Myers Park High School 2008 — 2012
High School
University of North Carolina at Chapel Hill 2008 — 2012
BS, Business Management
Joseph Curmi's Morgan Stanley Experience April 1998 - December 1999
Job Mental Health Care Professional
Industry Mental Health Care
Experience
Home Care July 2005 - July 2011
Charles Schwab and Company March 2000 - June 2005
Morgan Stanley April 1998 - December 1999
Behavioral Healthcare Options July 1991 - January 1998
Family Service Agency February 1984 - April 1991
Adult Protective Services Incorporated March 1982 - December 1983
US Navy August 1972 - August 1976
Education
Indiana University 1980 — 1981
Indiana University, Social Work, Child Welfare, Graduate student in the Indiana University School of Nursing.
University of Nevada-Las Vegas 1976 — 1980
BA
Home Care July 2005 - July 2011
Charles Schwab and Company March 2000 - June 2005
Morgan Stanley April 1998 - December 1999
Behavioral Healthcare Options July 1991 - January 1998
Family Service Agency February 1984 - April 1991
Adult Protective Services Incorporated March 1982 - December 1983
US Navy August 1972 - August 1976
Education
Indiana University 1980 — 1981
Indiana University, Social Work, Child Welfare, Graduate student in the Indiana University School of Nursing.
University of Nevada-Las Vegas 1976 — 1980
BA
RD Gauss's Morgan Stanley Experience January 2015 - Present
Job Executive Director, Investment Banking at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley January 2012 - Present
Morgan Stanley August 2008 - January 2012
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Fixed Income, Alternative Investments, Investments, LBO, Due Diligence, Hedge Funds, Series 7, Asset Management, Equity Research, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Leveraged Finance, Securities, Derivatives
Education
UNC Kenan-Flagler Business School 2006 — 2008
MBA
UNC Chapel Hill 1998 — 2002
BA, Economics and History
Morgan Stanley January 2015 - Present
Morgan Stanley January 2012 - Present
Morgan Stanley August 2008 - January 2012
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Fixed Income, Alternative Investments, Investments, LBO, Due Diligence, Hedge Funds, Series 7, Asset Management, Equity Research, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Leveraged Finance, Securities, Derivatives
Education
UNC Kenan-Flagler Business School 2006 — 2008
MBA
UNC Chapel Hill 1998 — 2002
BA, Economics and History
Andrew Jeffrey's Morgan Stanley Experience January 2007 - June 2011
Job Financial Services Professional
Industry Financial Services
Experience
First Republic Bank June 2012 - August 2014
Morgan Stanley January 2007 - June 2011
Self Employed July 2005 - December 2006
Morgan Stanley November 1999 - June 2005
Skills
Series 7, 66, 9 and 10..., Team Building, Customer Service, Finance, Policy, Risk Management, Leadership, Management, Financial Services, Software Documentation, Loans, Accounting, Business Strategy, Auditing, Analysis, Process Improvement, Budgets, Portfolio Management
Education
University of New England (AU)
Bachelor of Rural Science, Agronomy and Crop Science, Honours
First Republic Bank June 2012 - August 2014
Morgan Stanley January 2007 - June 2011
Self Employed July 2005 - December 2006
Morgan Stanley November 1999 - June 2005
Skills
Series 7, 66, 9 and 10..., Team Building, Customer Service, Finance, Policy, Risk Management, Leadership, Management, Financial Services, Software Documentation, Loans, Accounting, Business Strategy, Auditing, Analysis, Process Improvement, Budgets, Portfolio Management
Education
University of New England (AU)
Bachelor of Rural Science, Agronomy and Crop Science, Honours
Richard Mohr's Morgan Stanley Experience April 2012 - Present
Job Complex Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
Wells Fargo Advisors April 2009 - April 2012
Skills
Series 7, Series 63, Trading, Mutual Funds, Wealth Management, Securities, Investments, Retirement Planning, Asset Allocation, Equities, Portfolio Management, Asset Management, FINRA, Series 9, Series 10, Operations Management
Education
University of Nebraska at Omaha 2010 — 2012
Master of Business Administration (M.B.A.), MBA
University of Nebraska-Lincoln 2000 — 2004
Bachelor of Science (BS), Agricultural Economics
Morgan Stanley April 2012 - Present
Wells Fargo Advisors April 2009 - April 2012
Skills
Series 7, Series 63, Trading, Mutual Funds, Wealth Management, Securities, Investments, Retirement Planning, Asset Allocation, Equities, Portfolio Management, Asset Management, FINRA, Series 9, Series 10, Operations Management
Education
University of Nebraska at Omaha 2010 — 2012
Master of Business Administration (M.B.A.), MBA
University of Nebraska-Lincoln 2000 — 2004
Bachelor of Science (BS), Agricultural Economics
Ben McGregor's Morgan Stanley Experience August 2001 - May 2002
Job Manager Planning & Analysis Corporate & Investment Bank CAO Division at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
J.P. Morgan December 2011 - May 2013
J.P. Morgan October 2010 - November 2011
J.P. Morgan February 2008 - October 2010
J.P. Morgan July 2006 - February 2008
Optus August 2004 - June 2006
Commonwealth Bank April 2003 - August 2004
Morgan Stanley August 2001 - May 2002
Standard Chartered Bank July 2000 - June 2001
Education
University of Newcastle 1994 — 1997
Bachelor of Commerce (B.Com.), Accounting and Finance
J.P. Morgan May 2013 - Present
J.P. Morgan December 2011 - May 2013
J.P. Morgan October 2010 - November 2011
J.P. Morgan February 2008 - October 2010
J.P. Morgan July 2006 - February 2008
Optus August 2004 - June 2006
Commonwealth Bank April 2003 - August 2004
Morgan Stanley August 2001 - May 2002
Standard Chartered Bank July 2000 - June 2001
Education
University of Newcastle 1994 — 1997
Bachelor of Commerce (B.Com.), Accounting and Finance
Karen Haydock's Morgan Stanley Experience August 2014 - Present
Job AntiMoney Laundering Wealth Management Enhanced Due Diligent Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
New York County District Attorney's Office January 2010 - August 2014
Skills
Courts, Hearings, Evidence, Criminal Justice, Prosecution, Westlaw, Legal Research, Motions, Litigation, Criminal Investigations, Legal Writing, Certified Anti-Money...
Education
University of New Hampshire 2004 — 2008
Bachelor of Arts (B.A.), Psychology/Justice Studies
Morgan Stanley August 2014 - Present
New York County District Attorney's Office January 2010 - August 2014
Skills
Courts, Hearings, Evidence, Criminal Justice, Prosecution, Westlaw, Legal Research, Motions, Litigation, Criminal Investigations, Legal Writing, Certified Anti-Money...
Education
University of New Hampshire 2004 — 2008
Bachelor of Arts (B.A.), Psychology/Justice Studies
Kelly Dubroc's Morgan Stanley Experience 1995 - 1999
Job Cardiovascular Sales Executive at Sanofi
Industry Pharmaceuticals
Experience
Publicis Touchpoint Solutions April 2014 - June 2015
Allergan 2006 - 2012
inVentiv Health February 2005 - September 2006
Burke Capital Group, a division of Morgan Keegan & Co. 1999 - 2003
Morgan Stanley 1995 - 1999
Education
University of New Orleans
Publicis Touchpoint Solutions April 2014 - June 2015
Allergan 2006 - 2012
inVentiv Health February 2005 - September 2006
Burke Capital Group, a division of Morgan Keegan & Co. 1999 - 2003
Morgan Stanley 1995 - 1999
Education
University of New Orleans
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS