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
Courtney Hyland Courtney Hyland's Morgan Stanley Experience October 2007 - May 2010
Job Human Resources Representative at Republic Services
Industry Environmental Services
Experience
Republic Services April 2015 - Present
Republic Services February 2013 - Present
Republic Services September 2012 - February 2013
Republic Services Inc December 2010 - September 2012
Morgan Stanley October 2007 - May 2010
Skills
Customer Service, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Strategic Planning, Team Building, Sales Management, Operations Management, Sustainability, Leadership, Process Improvement
Education
University of North Carolina at Charlotte 2003 — 2004
Bachelor of Arts, Political Science
Republic Services April 2015 - Present
Republic Services February 2013 - Present
Republic Services September 2012 - February 2013
Republic Services Inc December 2010 - September 2012
Morgan Stanley October 2007 - May 2010
Skills
Customer Service, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Strategic Planning, Team Building, Sales Management, Operations Management, Sustainability, Leadership, Process Improvement
Education
University of North Carolina at Charlotte 2003 — 2004
Bachelor of Arts, Political Science
Tim Voelkel Tim Voelkel's Morgan Stanley Experience January 2004 - November 2007
Job Senior Financial Advisor at Greenspring Wealth Management
Industry Financial Services
Experience
Greenspring Wealth Management January 2014 - Present
Calvert Investment Counsel November 2007 - December 2013
Morgan Stanley January 2004 - November 2007
Education
University of North Carolina at Chapel Hill 1977 — 1981
Bachelor of Science (BS), Industrial Relations, Economics
Greenspring Wealth Management January 2014 - Present
Calvert Investment Counsel November 2007 - December 2013
Morgan Stanley January 2004 - November 2007
Education
University of North Carolina at Chapel Hill 1977 — 1981
Bachelor of Science (BS), Industrial Relations, Economics
Byron Edwards Byron Edwards's Morgan Stanley Experience 1998 - 2002
Job TradeKing
Industry Financial Services
Experience
TradeKing April 2015 - Present
TradeKing August 2014 - April 2015
Mecklenburg County May 2013 - August 2014
B. E. Capital January 2003 - May 2013
LSB Investment Services 2002 - 2003
Morgan Stanley 1998 - 2002
Royal Cayman Islands Police Service 1996 - 1998
Winston Salem Police Department 1991 - 1996
Skills
Photography, Digital Photography, Portfolio Management, Stock Trading, Futures, Options, Adobe Photoshop CS5, Adobe Photoshop..., Rescue Diver, PADI Divemaster, Investigation, Public Safety, Investments, Investment Strategies, Trading Strategies, Training, Capital Markets, Photoshop, Public Speaking, Customer Service, Risk Management
Education
University of North Carolina at Charlotte 1987 — 1991
Bachelor of Science, Criminal Justice
TradeKing April 2015 - Present
TradeKing August 2014 - April 2015
Mecklenburg County May 2013 - August 2014
B. E. Capital January 2003 - May 2013
LSB Investment Services 2002 - 2003
Morgan Stanley 1998 - 2002
Royal Cayman Islands Police Service 1996 - 1998
Winston Salem Police Department 1991 - 1996
Skills
Photography, Digital Photography, Portfolio Management, Stock Trading, Futures, Options, Adobe Photoshop CS5, Adobe Photoshop..., Rescue Diver, PADI Divemaster, Investigation, Public Safety, Investments, Investment Strategies, Trading Strategies, Training, Capital Markets, Photoshop, Public Speaking, Customer Service, Risk Management
Education
University of North Carolina at Charlotte 1987 — 1991
Bachelor of Science, Criminal Justice
Hannah Roggemann Hannah Roggemann's Morgan Stanley Experience October 2014 - Present
Job Winter Assurance Intern at PwC
Industry Accounting
Experience
Morgan Stanley October 2014 - Present
PwC January 2014 - April 2014
Capital One June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, QuickBooks, Bookkeeping, Auditing, Tax, Research
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor of Science (BS), Business Administration/Accountancy
Morgan Stanley October 2014 - Present
PwC January 2014 - April 2014
Capital One June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, QuickBooks, Bookkeeping, Auditing, Tax, Research
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor of Science (BS), Business Administration/Accountancy
Misty Gardner Purner Misty Gardner Purner's Morgan Stanley Experience December 2002 - February 2008
Job Best of D 2015, Sales Manager at First United Bank
Industry Banking
Experience
First United Bank April 2015 - Present
JP Morgan Chase March 2010 - October 2010
Purner and Purner February 2009 - April 2010
Morgan Stanley December 2002 - February 2008
Countrywide June 2002 - December 2002
Capital One 2000 - 2002
Bank One September 1993 - June 2000
Skills
Mortgage Lending, Residential Mortgages, Business Development, Leadership, Team Building, Coaching, Strategic Planning, Construction Loans, Refinance, Sales Management, Negotiation, Mortgage Banking, Finance, Credit Analysis, Loans, Management, Operations Management, Process Improvement, Sales, Business Planning, Financial Analysis, Loan Origination
Education
University of North Texas 1993 — 1997
Business
First United Bank April 2015 - Present
JP Morgan Chase March 2010 - October 2010
Purner and Purner February 2009 - April 2010
Morgan Stanley December 2002 - February 2008
Countrywide June 2002 - December 2002
Capital One 2000 - 2002
Bank One September 1993 - June 2000
Skills
Mortgage Lending, Residential Mortgages, Business Development, Leadership, Team Building, Coaching, Strategic Planning, Construction Loans, Refinance, Sales Management, Negotiation, Mortgage Banking, Finance, Credit Analysis, Loans, Management, Operations Management, Process Improvement, Sales, Business Planning, Financial Analysis, Loan Origination
Education
University of North Texas 1993 — 1997
Business
Katherine Webb's Morgan Stanley Experience July 2013 - Present
Job Corporate Event Planner at Morgan Stanley
Industry Events Services
Experience
Morgan Stanley July 2013 - Present
Morgan Stanley February 2012 - July 2013
Morgan Stanley August 2010 - June 2012
Chick-fil-A May 2010 - August 2010
Alpha Delta Pi December 2008 - December 2009
Gym Class June 2004 - May 2006
Skills
Event Planning, Executive..., Event Management, Marketing, Leadership, Sales, Time Management, Advertising, Management, Fundraising, Microsoft Office, Teamwork, Customer Service, Microsoft Excel
Education
University of North Carolina at Wilmington 2006 — 2010
Cameron School of Business, Bachelor of Science in Business Administration, Marketing
Morgan Stanley July 2013 - Present
Morgan Stanley February 2012 - July 2013
Morgan Stanley August 2010 - June 2012
Chick-fil-A May 2010 - August 2010
Alpha Delta Pi December 2008 - December 2009
Gym Class June 2004 - May 2006
Skills
Event Planning, Executive..., Event Management, Marketing, Leadership, Sales, Time Management, Advertising, Management, Fundraising, Microsoft Office, Teamwork, Customer Service, Microsoft Excel
Education
University of North Carolina at Wilmington 2006 — 2010
Cameron School of Business, Bachelor of Science in Business Administration, Marketing
Bart Fox, CFP's Morgan Stanley Experience March 2012 - December 2014
Job Owner at Fox Custom Financial Planning, LLC
Industry Financial Services
Experience
Fox Custom Financial Planning, LLC December 2014 - Present
Morgan Stanley March 2012 - December 2014
Skills
Equities, Bloomberg, Fixed Income, Financial Analysis, Financial Modeling
Education
University of Notre Dame 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General
Columbus North
Fox Custom Financial Planning, LLC December 2014 - Present
Morgan Stanley March 2012 - December 2014
Skills
Equities, Bloomberg, Fixed Income, Financial Analysis, Financial Modeling
Education
University of Notre Dame 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General
Columbus North
Ann Taylor, CRPC® MBA's Morgan Stanley Experience April 2008 - Present
Job Senior Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2008 - Present
Merrill Lynch December 1999 - April 2008
Smith Barney May 1997 - December 1999
Merrill Lynch October 1994 - March 1997
Skills
Financial Advisory, Series 7, Series 63, Wealth Management, Equities, Fixed Income, Retirement Planning, Mutual Funds, Securities, Investments, Asset Allocation, Uniform Combined State...
Education
University of North Florida
Master of Business Administration (MBA)
University of Sierra Leone
Bachelor of Electrical Engineering (BEng)
Morgan Stanley April 2008 - Present
Merrill Lynch December 1999 - April 2008
Smith Barney May 1997 - December 1999
Merrill Lynch October 1994 - March 1997
Skills
Financial Advisory, Series 7, Series 63, Wealth Management, Equities, Fixed Income, Retirement Planning, Mutual Funds, Securities, Investments, Asset Allocation, Uniform Combined State...
Education
University of North Florida
Master of Business Administration (MBA)
University of Sierra Leone
Bachelor of Electrical Engineering (BEng)
Robert Benton's Morgan Stanley Experience August 1997 - December 2005
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors. LLC December 2005 - Present
Morgan Stanley August 1997 - December 2005
Skills
Investments, Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Alternative Investments, Retirement, Investment Strategies
Education
University of North Carolina at Chapel Hill 1987 — 1992
Bachelor of Arts (B.A.), English
Wells Fargo Advisors. LLC December 2005 - Present
Morgan Stanley August 1997 - December 2005
Skills
Investments, Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Alternative Investments, Retirement, Investment Strategies
Education
University of North Carolina at Chapel Hill 1987 — 1992
Bachelor of Arts (B.A.), English
Victoria Hughes Victoria Hughes's Morgan Stanley Experience June 2013 - Present
Job Sales and Trading Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
UNC Applied Math Fluids Lab June 2009 - May 2013
Merrill Lynch July 2012 - August 2012
RiverBanc LLC August 2011 - August 2011
Waterstone Asset Management July 2010 - August 2010
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Customer Service, Retail, Social Media, Fixed Income, Finance, Portfolio Management, PowerPoint
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's degree, Economics
Morgan Stanley June 2013 - Present
UNC Applied Math Fluids Lab June 2009 - May 2013
Merrill Lynch July 2012 - August 2012
RiverBanc LLC August 2011 - August 2011
Waterstone Asset Management July 2010 - August 2010
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Customer Service, Retail, Social Media, Fixed Income, Finance, Portfolio Management, PowerPoint
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's degree, Economics
CP Helms's Morgan Stanley Experience June 2009 - July 2011
Job Experienced Corporate Finance and Strategy Analyst
Industry Utilities
Experience
RadioShack August 2011 - September 2012
Morgan Stanley June 2009 - July 2011
Morgan Stanley June 2008 - August 2008
C.J. Harris and Company October 2007 - May 2008
Wright Equity Partners June 2007 - August 2007
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Private Equity, Financial Analysis, Due Diligence, Capital IQ, Mergers & Acquisitions, Strategy, Microsoft Excel, PowerPivot, FactSet, Business Intelligence, Forecasting, Accounting, Capital Markets, Business Strategy, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA
RadioShack August 2011 - September 2012
Morgan Stanley June 2009 - July 2011
Morgan Stanley June 2008 - August 2008
C.J. Harris and Company October 2007 - May 2008
Wright Equity Partners June 2007 - August 2007
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Private Equity, Financial Analysis, Due Diligence, Capital IQ, Mergers & Acquisitions, Strategy, Microsoft Excel, PowerPivot, FactSet, Business Intelligence, Forecasting, Accounting, Capital Markets, Business Strategy, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA
Jonathan Pridgen Jonathan Pridgen's Morgan Stanley Experience June 2000 - October 2002
Job
Industry Medical Devices
Experience
Aesculap December 2002 - October 2014
Morgan Stanley June 2000 - October 2002
Skills
Medical Devices, Sales, Sales Operations, Market Development, Finance, Management, Strategic Planning, Training, Microsoft Office, New Business Development, Capital Equipment, Healthcare, Product Launch, Sales Management, Operating Room, Account Management
Education
University of North Carolina at Wilmington 1994 — 1998
Bachelor of Arts (BA), Major Communications
Aesculap December 2002 - October 2014
Morgan Stanley June 2000 - October 2002
Skills
Medical Devices, Sales, Sales Operations, Market Development, Finance, Management, Strategic Planning, Training, Microsoft Office, New Business Development, Capital Equipment, Healthcare, Product Launch, Sales Management, Operating Room, Account Management
Education
University of North Carolina at Wilmington 1994 — 1998
Bachelor of Arts (BA), Major Communications
Jim Flood's Morgan Stanley Experience 2005 - 2006
Job Financial Writer and Editor
Industry Writing and Editing
Experience
Purcell Communications 2007 - Present
Bloomberg January 2011 - July 2013
NYConvergence.com May 2010 - January 2011
Bloomberg Government April 2010 - December 2010
The New York Times April 2009 - September 2009
CUNY Graduate School of Journalism 2008 - 2009
Carpenter Group 2006 - 2008
Morgan Stanley 2005 - 2006
Merrill Lynch 2004 - 2005
Morgan Stanley Investment Management 1998 - 2002
Skills
Editing, Journalism, Multimedia, Editorial Project..., Editorial, Video, Content Management, Content Development, Copywriting, Social Media, Research, Corporate Communications, Newsletters, Copy Editing
Education
CUNY Graduate School of Journalism 2008 — 2009
M.A., Journalism
University of Notre Dame 1988 — 1992
B.A., English
Purcell Communications 2007 - Present
Bloomberg January 2011 - July 2013
NYConvergence.com May 2010 - January 2011
Bloomberg Government April 2010 - December 2010
The New York Times April 2009 - September 2009
CUNY Graduate School of Journalism 2008 - 2009
Carpenter Group 2006 - 2008
Morgan Stanley 2005 - 2006
Merrill Lynch 2004 - 2005
Morgan Stanley Investment Management 1998 - 2002
Skills
Editing, Journalism, Multimedia, Editorial Project..., Editorial, Video, Content Management, Content Development, Copywriting, Social Media, Research, Corporate Communications, Newsletters, Copy Editing
Education
CUNY Graduate School of Journalism 2008 — 2009
M.A., Journalism
University of Notre Dame 1988 — 1992
B.A., English
Melissa McGinnis, CFA Melissa McGinnis, CFA's Morgan Stanley Experience 2012 - March 2013
Job Hedge Fund Analyst
Industry Financial Services
Experience
Hedge Fund March 2013 - Present
Morgan Stanley 2012 - March 2013
Morgan Stanley 2007 - 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BSBA, Business Administration, JOMC Minor in Public Relations
Hedge Fund March 2013 - Present
Morgan Stanley 2012 - March 2013
Morgan Stanley 2007 - 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BSBA, Business Administration, JOMC Minor in Public Relations
Matthew Noll, CFA's Morgan Stanley Experience 2010 - 2012
Job
Industry Financial Services
Experience
Fitch Ratings May 2014 - Present
Kroll Bond Rating Agency, Inc. 2013 - April 2014
Morgan Stanley 2010 - 2012
Moody's Investors Service 2002 - 2010
Citi 2001 - 2002
Credit Suisse 2000 - 2001
Skills
Capital Markets, Fixed Income, Investment Banking, Corporate Finance, Valuation, Asset Management, Portfolio Management, Equities, Banking, Financial Markets, Investments, Financial Services, Private Equity, Structured Finance, Financial Modeling, Credit, Finance, Financial Analysis, Hedge Funds, Ratings Advisory, Credit Risk, Derivatives, ABS, Securitization, Structured Products, Financial Structuring, Emerging Markets, Investment Management, Stress Testing, Financial Risk, Bloomberg, Credit Derivatives, Market Risk, Securities, Alternative Investments, Investment Strategies, Loans
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Notre Dame
BS, Applied Physics
Fitch Ratings May 2014 - Present
Kroll Bond Rating Agency, Inc. 2013 - April 2014
Morgan Stanley 2010 - 2012
Moody's Investors Service 2002 - 2010
Citi 2001 - 2002
Credit Suisse 2000 - 2001
Skills
Capital Markets, Fixed Income, Investment Banking, Corporate Finance, Valuation, Asset Management, Portfolio Management, Equities, Banking, Financial Markets, Investments, Financial Services, Private Equity, Structured Finance, Financial Modeling, Credit, Finance, Financial Analysis, Hedge Funds, Ratings Advisory, Credit Risk, Derivatives, ABS, Securitization, Structured Products, Financial Structuring, Emerging Markets, Investment Management, Stress Testing, Financial Risk, Bloomberg, Credit Derivatives, Market Risk, Securities, Alternative Investments, Investment Strategies, Loans
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Notre Dame
BS, Applied Physics
Lisa Monaco, CFA's Morgan Stanley Experience 1999 - 2007
Job Managing Director, Business Unit CFO MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. 2007 - Present
Morgan Stanley 1999 - 2007
Arthur Andersen Business Consulting 1995 - 1999
Skills
Equities, Equity Research, Fixed Income, Hedge Funds, Valuation, Financial Modeling, Strategic Financial..., Asset Management, Capital Markets, Derivatives, Analysis, Bloomberg, Business Analysis
Education
University of Notre Dame 1991 — 1995
Bachelors, Finance
University of Notre Dame
Finance, General
MSCI Inc. 2007 - Present
Morgan Stanley 1999 - 2007
Arthur Andersen Business Consulting 1995 - 1999
Skills
Equities, Equity Research, Fixed Income, Hedge Funds, Valuation, Financial Modeling, Strategic Financial..., Asset Management, Capital Markets, Derivatives, Analysis, Bloomberg, Business Analysis
Education
University of Notre Dame 1991 — 1995
Bachelors, Finance
University of Notre Dame
Finance, General
Elizabeth Polomski Elizabeth Polomski's Morgan Stanley Experience January 1997 - January 2001
Job CSR at NC Farm Bureau
Industry Food & Beverages
Experience
NC Farm Bureau February 2013 - Present
Inlow’s Country Market and Deli July 2012 - Present
Winston Salem Forsyth County Schools-Piney Grove Elementary January 2009 - January 2011
Kernersville YMCA January 2003 - January 2011
Morgan Stanley January 1997 - January 2001
PieWorks January 1996 - January 1997
American Express January 1995 - January 1996
Marriott January 1993 - January 1996
Education
University of North Carolina at Greensboro 1990 — 1995
BS, Leisure Services and Tourism Management
NC Farm Bureau February 2013 - Present
Inlow’s Country Market and Deli July 2012 - Present
Winston Salem Forsyth County Schools-Piney Grove Elementary January 2009 - January 2011
Kernersville YMCA January 2003 - January 2011
Morgan Stanley January 1997 - January 2001
PieWorks January 1996 - January 1997
American Express January 1995 - January 1996
Marriott January 1993 - January 1996
Education
University of North Carolina at Greensboro 1990 — 1995
BS, Leisure Services and Tourism Management
Shawn Xiao Shawn Xiao's Morgan Stanley Experience August 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Oppenheimer & Co. Inc. July 2014 - July 2015
Wells Fargo June 2013 - August 2013
China Asset Management July 2012 - August 2012
Deloitte June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Data Analysis, Financial Analysis, Financial Modeling, HTML, Customer Service, Java, Economics, Event Planning, Corporate Finance, Market Research, Social Networking, Mergers & Acquisitions, Investment Banking, Valuation
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance, 3.9
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Towson High School 2006 — 2010
Morgan Stanley August 2015 - Present
Oppenheimer & Co. Inc. July 2014 - July 2015
Wells Fargo June 2013 - August 2013
China Asset Management July 2012 - August 2012
Deloitte June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Data Analysis, Financial Analysis, Financial Modeling, HTML, Customer Service, Java, Economics, Event Planning, Corporate Finance, Market Research, Social Networking, Mergers & Acquisitions, Investment Banking, Valuation
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance, 3.9
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Towson High School 2006 — 2010
Christian Ferreira Christian Ferreira's Morgan Stanley Experience August 2015 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
International Fund Services (NA) LLC, A State Street Company October 2014 - July 2015
Morgan Stanley Wealth Management March 2011 - October 2014
Morgan Stanley Wealth Management September 2010 - February 2011
Dimension Trading Group LLC March 2007 - September 2010
Skills
Microsoft Excel, Global Cash Management, Business Objects, Alternative Investments, Microsoft Word, Trading Software, Finance, Investments, Private Equity, Order Entry, Account Reconciliation, Hedge Funds, Financial Analysis, Trading, Bloomberg, Accounting, Equities, Analysis
Education
St.John's University, Queens, NY 2001 — 2004
Bachelor of Arts (B.A.), Economics
University of Northern Iowa 2000 — 2001
Marketing
Morgan Stanley August 2015 - Present
International Fund Services (NA) LLC, A State Street Company October 2014 - July 2015
Morgan Stanley Wealth Management March 2011 - October 2014
Morgan Stanley Wealth Management September 2010 - February 2011
Dimension Trading Group LLC March 2007 - September 2010
Skills
Microsoft Excel, Global Cash Management, Business Objects, Alternative Investments, Microsoft Word, Trading Software, Finance, Investments, Private Equity, Order Entry, Account Reconciliation, Hedge Funds, Financial Analysis, Trading, Bloomberg, Accounting, Equities, Analysis
Education
St.John's University, Queens, NY 2001 — 2004
Bachelor of Arts (B.A.), Economics
University of Northern Iowa 2000 — 2001
Marketing
Brian Cates Brian Cates's Morgan Stanley Experience September 1988 - November 2008
Job Senior Vice PresidentInvestments at UBS
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley September 1988 - November 2008
Education
University of Northern Colorado
Bachelor's Degree, Communications
UBS November 2008 - Present
Morgan Stanley September 1988 - November 2008
Education
University of Northern Colorado
Bachelor's Degree, Communications
Tim Kaiser's Morgan Stanley Experience December 2011 - Present
Job Operations Associate at Brown Advisory
Industry Financial Services
Experience
Brown Advisory April 2014 - Present
Morgan Stanley December 2011 - Present
Brothers Services Company November 2010 - October 2011
Towson University August 2009 - November 2010
Skills
Sales, Digital Media, Microsoft Excel, Microsoft Office, Financial Analysis, Account Management, Renovation, Management, Investments, Team Building, PowerPoint, Marketing Strategy, Social Media, Financial Modeling, Bloomberg, Coaching, Cold Calling
Education
University of North Carolina at Chapel Hill 2005 — 2008
BA, Management & Society
Brown Advisory April 2014 - Present
Morgan Stanley December 2011 - Present
Brothers Services Company November 2010 - October 2011
Towson University August 2009 - November 2010
Skills
Sales, Digital Media, Microsoft Excel, Microsoft Office, Financial Analysis, Account Management, Renovation, Management, Investments, Team Building, PowerPoint, Marketing Strategy, Social Media, Financial Modeling, Bloomberg, Coaching, Cold Calling
Education
University of North Carolina at Chapel Hill 2005 — 2008
BA, Management & Society
Jayesh Taunk Jayesh Taunk's Morgan Stanley Experience June 2011 - July 2013
Job Associate at SK Capital Partners
Industry Venture Capital & Private Equity
Experience
SK Capital Partners March 2015 - Present
Vestar Capital Partners August 2013 - February 2015
Morgan Stanley June 2011 - July 2013
Citi June 2010 - August 2010
PricewaterhouseCoopers May 2009 - August 2009
BHP Billiton June 2008 - August 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BS, Business Administration (Corporate Finance concentration)
SK Capital Partners March 2015 - Present
Vestar Capital Partners August 2013 - February 2015
Morgan Stanley June 2011 - July 2013
Citi June 2010 - August 2010
PricewaterhouseCoopers May 2009 - August 2009
BHP Billiton June 2008 - August 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BS, Business Administration (Corporate Finance concentration)
Patricia Reeves Patricia Reeves's Morgan Stanley Experience June 2005 - January 2006
Job Senior Clinical Research Associate at INC Research
Industry Research
Experience
INC Research July 2015 - Present
ICON plc July 2013 - July 2015
PPD, Inc September 2010 - July 2013
PPD April 2010 - September 2010
PPD January 2008 - April 2010
PPD March 2007 - January 2008
Morgan Stanley June 2005 - January 2006
The Financial Superstore August 2004 - June 2005
Skills
CTMS, Clinical Monitoring, Clinical Research, Clinical Trials, Protocol, Regulatory Affairs, Sop, CRO, EDC, ICH-GCP, Quality Assurance, Oncology, Clinical Development, GCP, Pharmaceutical Industry, SOP
Education
University of North Carolina at Wilmington 2001 — 2003
BS, Finance/Marketing
INC Research July 2015 - Present
ICON plc July 2013 - July 2015
PPD, Inc September 2010 - July 2013
PPD April 2010 - September 2010
PPD January 2008 - April 2010
PPD March 2007 - January 2008
Morgan Stanley June 2005 - January 2006
The Financial Superstore August 2004 - June 2005
Skills
CTMS, Clinical Monitoring, Clinical Research, Clinical Trials, Protocol, Regulatory Affairs, Sop, CRO, EDC, ICH-GCP, Quality Assurance, Oncology, Clinical Development, GCP, Pharmaceutical Industry, SOP
Education
University of North Carolina at Wilmington 2001 — 2003
BS, Finance/Marketing
Pradeep Peddi Pradeep Peddi's Morgan Stanley Experience December 2011 - Present
Job Senior Java Consultant
Industry Financial Services
Experience
Morgan Stanley December 2011 - Present
InComm June 2009 - November 2011
Commonwealth of Massachusetts November 2006 - June 2009
Fitchburg State University January 2006 - August 2006
Skills
Spring, Hibernate, REST, JSON, SOAP, EJB, Struts, J2EE, Web Services, Java, Business Rules, Andrew File System (AFS), Savvion Business Manager, Agile, Scrum
Education
Fitchburg State University 2006 — 2007
Master's, Computer Science
University of North Texas 2005 — 2005
JNTU University 2000 — 2004
Bachelor's, Computer Science
Vaniniketan Balavihar High School 1992 — 1998
Morgan Stanley December 2011 - Present
InComm June 2009 - November 2011
Commonwealth of Massachusetts November 2006 - June 2009
Fitchburg State University January 2006 - August 2006
Skills
Spring, Hibernate, REST, JSON, SOAP, EJB, Struts, J2EE, Web Services, Java, Business Rules, Andrew File System (AFS), Savvion Business Manager, Agile, Scrum
Education
Fitchburg State University 2006 — 2007
Master's, Computer Science
University of North Texas 2005 — 2005
JNTU University 2000 — 2004
Bachelor's, Computer Science
Vaniniketan Balavihar High School 1992 — 1998
Chase Travis Chase Travis's Morgan Stanley Experience June 2012 - August 2012
Job Trading Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
The Housing Studio June 2011 - August 2011
Wells Fargo Advisors May 2010 - May 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Investments, Bloomberg, Financial Modeling, Equities, Financial Analysis, Mutual Funds, Bloomberg Terminal, Portfolio Management, Sales, Fixed Income, Wealth Management, Economics, Asset Allocation, Finance, Trading, Options, Commodity, Forecasting, Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor's Degree, Business Administration
Merrill Lynch July 2014 - Present
Merrill Lynch June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
The Housing Studio June 2011 - August 2011
Wells Fargo Advisors May 2010 - May 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Investments, Bloomberg, Financial Modeling, Equities, Financial Analysis, Mutual Funds, Bloomberg Terminal, Portfolio Management, Sales, Fixed Income, Wealth Management, Economics, Asset Allocation, Finance, Trading, Options, Commodity, Forecasting, Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor's Degree, Business Administration
Tricia Consaga Tricia Consaga's Morgan Stanley Experience April 2007 - 2007
Job Manager, Media Administration, Licensing at NASCAR
Industry Sports
Experience
NASCAR January 2014 - Present
NASCAR Productions January 2013 - January 2014
NASCAR Productions February 2012 - January 2014
Earnhardt Ganassi Racing with Felix Sabates/ Chip Ganassi Racing, LLC August 2011 - February 2012
Pro Athletes Council May 2010 - September 2010
Morgan Stanley April 2007 - 2007
Skills
Public Relations, Sports Marketing, Sponsorship Development, Motorsports, NASCAR, Media Relations, Writing, Social Media Marketing, Sponsorship, Marketing, Facebook, Racing, Management, Marketing Strategy, Advertising, Sponsorship Sales, Event Planning, Sports Management, Event Management, Press Releases, Sponsorship Activation, Brand Development, Social Networking, Ticket Sales, Marketing Communications, Integrated Marketing, Sports, Broadcast, Social Media, Motorsports Marketing, Television, Relationship Marketing, Online Advertising, Brand Awareness, Partnership Marketing, Brand Management
Education
University of North Carolina at Charlotte 2008 — 2011
B.S.B.A, Marketing
NASCAR January 2014 - Present
NASCAR Productions January 2013 - January 2014
NASCAR Productions February 2012 - January 2014
Earnhardt Ganassi Racing with Felix Sabates/ Chip Ganassi Racing, LLC August 2011 - February 2012
Pro Athletes Council May 2010 - September 2010
Morgan Stanley April 2007 - 2007
Skills
Public Relations, Sports Marketing, Sponsorship Development, Motorsports, NASCAR, Media Relations, Writing, Social Media Marketing, Sponsorship, Marketing, Facebook, Racing, Management, Marketing Strategy, Advertising, Sponsorship Sales, Event Planning, Sports Management, Event Management, Press Releases, Sponsorship Activation, Brand Development, Social Networking, Ticket Sales, Marketing Communications, Integrated Marketing, Sports, Broadcast, Social Media, Motorsports Marketing, Television, Relationship Marketing, Online Advertising, Brand Awareness, Partnership Marketing, Brand Management
Education
University of North Carolina at Charlotte 2008 — 2011
B.S.B.A, Marketing
Susan Jarrett Susan Jarrett's Morgan Stanley Experience 1986 - 2012
Job Credentialed Trainer Cupid and Ambulatory Providers at Montefiore Health System
Industry Hospital & Health Care
Experience
Montefiore Health System December 2014 - Present
UNC Health Care December 2013 - Present
University of Arizona Medical Center June 2013 - November 2013
Norton Healthcare January 2013 - March 2013
NYU Langone Medical Center July 2012 - January 2013
Morgan Stanley 1986 - 2012
Bankers Trust 1982 - 1986
KPMG 1980 - 1982
University of Pennsylvania 1978 - 1980
Skills
Project Management, Risk Management, Training, Disaster Recovery, Leadership, Telecommunications, Operations Management, Risk Assessment, Vendor Management, Change Management, Program Management, Budgets, Business Analysis, Business Process..., CPOE, Documentation, Epic Systems, Healthcare Information..., Leadership Development, Management
Education
University of North Carolina at Greensboro
Bachelors of Arts, Education
Montefiore Health System December 2014 - Present
UNC Health Care December 2013 - Present
University of Arizona Medical Center June 2013 - November 2013
Norton Healthcare January 2013 - March 2013
NYU Langone Medical Center July 2012 - January 2013
Morgan Stanley 1986 - 2012
Bankers Trust 1982 - 1986
KPMG 1980 - 1982
University of Pennsylvania 1978 - 1980
Skills
Project Management, Risk Management, Training, Disaster Recovery, Leadership, Telecommunications, Operations Management, Risk Assessment, Vendor Management, Change Management, Program Management, Budgets, Business Analysis, Business Process..., CPOE, Documentation, Epic Systems, Healthcare Information..., Leadership Development, Management
Education
University of North Carolina at Greensboro
Bachelors of Arts, Education
Jerry Dorenfeld Jerry Dorenfeld's Morgan Stanley Experience October 1998 - October 2008
Job Vice President, Financial Advisor at Capital Guardian LLC
Industry Financial Services
Experience
Capital Guardian LLC August 2011 - Present
Anderson & Strudwick April 2010 - August 2011
RBC Wealth Management October 2008 - April 2010
Morgan Stanley October 1998 - October 2008
Skills
Investments, Management
Education
University of North Carolina at Charlotte 1985 — 1988
MBA, Business
Virginia Polytechnic Institute and State University 1980 — 1984
BS, Mechanical Engineering
Milford Mill 1977 — 1980
Capital Guardian LLC August 2011 - Present
Anderson & Strudwick April 2010 - August 2011
RBC Wealth Management October 2008 - April 2010
Morgan Stanley October 1998 - October 2008
Skills
Investments, Management
Education
University of North Carolina at Charlotte 1985 — 1988
MBA, Business
Virginia Polytechnic Institute and State University 1980 — 1984
BS, Mechanical Engineering
Milford Mill 1977 — 1980
Ryan Mangum Ryan Mangum's Morgan Stanley Experience July 2015 - Present
Job Student at University of North Carolina
Industry Higher Education
Experience
Morgan Stanley July 2015 - Present
University of North Carolina May 2011 - Present
University of North Carolina at Chapel Hill Varsity Football May 2011 - December 2014
Skills
Leadership, Public Speaking, Communication, Microsoft Excel, Finance, Higher Education, Data Analysis, Research, Editing, Teamwork, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Facebook, Social Networking, Time Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Bachelor of Business Administration (BBA)
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
Morgan Stanley July 2015 - Present
University of North Carolina May 2011 - Present
University of North Carolina at Chapel Hill Varsity Football May 2011 - December 2014
Skills
Leadership, Public Speaking, Communication, Microsoft Excel, Finance, Higher Education, Data Analysis, Research, Editing, Teamwork, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Facebook, Social Networking, Time Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Bachelor of Business Administration (BBA)
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
Theo Farge's Morgan Stanley Experience June 2008 - July 2010
Job Associate at JMP Securities
Industry Banking
Experience
JMP Securities June 2014 - Present
Alvarez & Marsal October 2013 - May 2014
Alvarez & Marsal September 2011 - September 2013
Morgan Stanley June 2008 - July 2010
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Due Diligence, Capital Markets, Mergers & Acquisitions, LBO, Equities, Hedge Funds, Corporate Finance, Financial Analysis, Portfolio Management, Finance, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Business Administration
JMP Securities June 2014 - Present
Alvarez & Marsal October 2013 - May 2014
Alvarez & Marsal September 2011 - September 2013
Morgan Stanley June 2008 - July 2010
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Due Diligence, Capital Markets, Mergers & Acquisitions, LBO, Equities, Hedge Funds, Corporate Finance, Financial Analysis, Portfolio Management, Finance, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Business Administration
Christopher M. Barkley Christopher M. Barkley's Morgan Stanley Experience January 2008 - August 2010
Job Associate at Greystar
Industry Real Estate
Experience
Greystar December 2014 - Present
Lord, Abbett & Co. LLC September 2010 - October 2014
Morgan Stanley January 2008 - August 2010
Morgan Stanley September 2006 - December 2007
Morgan Stanley March 2003 - August 2006
AIG SunAmerica Asset Management January 2001 - March 2003
Skills
Series 7, Mutual Funds, Equities, Fixed Income, Alternative Investments, Series 63, Asset Management, Securities, Financial Services, Trading, Financial Analysis, Investments, Finance, Management, Risk Management
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
Greystar December 2014 - Present
Lord, Abbett & Co. LLC September 2010 - October 2014
Morgan Stanley January 2008 - August 2010
Morgan Stanley September 2006 - December 2007
Morgan Stanley March 2003 - August 2006
AIG SunAmerica Asset Management January 2001 - March 2003
Skills
Series 7, Mutual Funds, Equities, Fixed Income, Alternative Investments, Series 63, Asset Management, Securities, Financial Services, Trading, Financial Analysis, Investments, Finance, Management, Risk Management
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
Justin D. McDonald Justin D. McDonald's Morgan Stanley Experience September 2001 - December 2013
Job Principal & Chief Investment Officer at Kopis Capital Management LLC Specializing in alternative asset portfolios
Industry Investment Management
Experience
Kopis Capital Management, LLC December 2013 - Present
Morgan Stanley September 2001 - December 2013
Skills
Alternative Investments, Portfolio Management, Asset Allocation, Hedge Funds, Investment Strategies, Trading, Securities, Wealth Management, Due Diligence, Investments, Financial Analysis, Finance, Risk Management, Credit Analysis
Education
University of North Texas 2000 — 2001
Bachelor of Business Administration (BBA), Finance, General
Kopis Capital Management, LLC December 2013 - Present
Morgan Stanley September 2001 - December 2013
Skills
Alternative Investments, Portfolio Management, Asset Allocation, Hedge Funds, Investment Strategies, Trading, Securities, Wealth Management, Due Diligence, Investments, Financial Analysis, Finance, Risk Management, Credit Analysis
Education
University of North Texas 2000 — 2001
Bachelor of Business Administration (BBA), Finance, General
Tom Fingleton's Morgan Stanley Experience 1999 - 2006
Job CAO and Head of Strategy Implementation at CIT
Industry Financial Services
Experience
CIT December 2012 - Present
Joel Isaacson & Co., LLC 2011 - December 2012
CIT Group 2006 - 2010
Morgan Stanley 1999 - 2006
Morgan Stanley 1997 - 1999
Morgan Stanley 1994 - 1997
Morgan Stanley 1990 - 1994
Honeywell 1988 - 1989
Skills
Project Management, Operational Risk..., Efficiency Management, Product Management &..., Strategic & Operational..., Financial Planning, Process and Business..., Strategy, Strategic Planning, Strategic Financial..., Business Strategy, Risk Management, Business Planning, Leadership, Finance, Management, Forecasting, Operations Management, Financial Services
Education
Fordham University - MBA 1993 — 1996
MBA, Finance
University of Notre Dame 1986 — 1990
BBA, Finance
CIT December 2012 - Present
Joel Isaacson & Co., LLC 2011 - December 2012
CIT Group 2006 - 2010
Morgan Stanley 1999 - 2006
Morgan Stanley 1997 - 1999
Morgan Stanley 1994 - 1997
Morgan Stanley 1990 - 1994
Honeywell 1988 - 1989
Skills
Project Management, Operational Risk..., Efficiency Management, Product Management &..., Strategic & Operational..., Financial Planning, Process and Business..., Strategy, Strategic Planning, Strategic Financial..., Business Strategy, Risk Management, Business Planning, Leadership, Finance, Management, Forecasting, Operations Management, Financial Services
Education
Fordham University - MBA 1993 — 1996
MBA, Finance
University of Notre Dame 1986 — 1990
BBA, Finance
Stacey Schwab Stacey Schwab's Morgan Stanley Experience June 2013 - Present
Job Capital Introductions at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Goldman Sachs Asset Management November 2009 - July 2011
UBS Wealth Management July 2008 - December 2009
UBS Wealth Management May 2006 - July 2008
Skills
Series 7, Finance, Equities, Asset Management, Mutual Funds, Alternative Investments, Valuation, Fixed Income, Hedge Funds, Bloomberg
Education
UNC Kenan-Flagler Business School 2011 — 2013
MBA, Investment Management
University of Wisconsin-Madison 2002 — 2006
BA, Communications
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Goldman Sachs Asset Management November 2009 - July 2011
UBS Wealth Management July 2008 - December 2009
UBS Wealth Management May 2006 - July 2008
Skills
Series 7, Finance, Equities, Asset Management, Mutual Funds, Alternative Investments, Valuation, Fixed Income, Hedge Funds, Bloomberg
Education
UNC Kenan-Flagler Business School 2011 — 2013
MBA, Investment Management
University of Wisconsin-Madison 2002 — 2006
BA, Communications
Karen Brown Karen Brown's Morgan Stanley Experience October 2010 - August 2012
Job Consumer Loan Underwriter V
Industry Financial Services
Experience
DHI Mortgage May 2013 - Present
Wells Fargo Home Mortgage August 2012 - Present
Morgan Stanley October 2010 - August 2012
Fannie Mae April 2008 - October 2010
Education
University of North Texas
DHI Mortgage May 2013 - Present
Wells Fargo Home Mortgage August 2012 - Present
Morgan Stanley October 2010 - August 2012
Fannie Mae April 2008 - October 2010
Education
University of North Texas
Sid Roberson Sid Roberson's Morgan Stanley Experience March 1999 - November 2006
Job Director Major and National Accounts at Blue Cross Blue Shield of Florida
Industry Insurance
Experience
Blue Cross Blue Shield of Florida March 2011 - Present
UBS Financial Services Inc. November 2006 - March 2011
Morgan Stanley March 1999 - November 2006
Milwaukee Brewers Baseball Club June 1992 - June 1998
Education
University of North Florida 1989 — 1994
Bachelor's of Business Administration, Accounting
Blue Cross Blue Shield of Florida March 2011 - Present
UBS Financial Services Inc. November 2006 - March 2011
Morgan Stanley March 1999 - November 2006
Milwaukee Brewers Baseball Club June 1992 - June 1998
Education
University of North Florida 1989 — 1994
Bachelor's of Business Administration, Accounting
Vikas Bharathwaaj's Morgan Stanley Experience January 2013 - Present
Job Vice President: Investment Banking Division, Natural Resources Coverage at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley August 2009 - January 2013
UNC Energy Club 2008 - 2009
Morgan Stanley June 2008 - August 2008
Larsen & Toubro Limited July 2003 - June 2007
Skills
Financial Modeling, Investment Banking, Valuation, Financial Analysis, Corporate Finance, Private Equity, Mergers & Acquisitions, Leadership, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Corporate Finance
Visvesvaraya National Institute of Technology 1999 — 2003
BE, Mechanical Engineering
Bhavan's
Morgan Stanley January 2013 - Present
Morgan Stanley August 2009 - January 2013
UNC Energy Club 2008 - 2009
Morgan Stanley June 2008 - August 2008
Larsen & Toubro Limited July 2003 - June 2007
Skills
Financial Modeling, Investment Banking, Valuation, Financial Analysis, Corporate Finance, Private Equity, Mergers & Acquisitions, Leadership, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Corporate Finance
Visvesvaraya National Institute of Technology 1999 — 2003
BE, Mechanical Engineering
Bhavan's
Deirdre O'Brien Deirdre O'Brien's Morgan Stanley Experience April 2010 - October 2011
Job Sr. BA, Investment Analytics at AIG
Industry Insurance
Experience
AIG May 2014 - Present
Consultant January 1997 - May 2014
AIG June 2012 - June 2013
LBBW March 2012 - April 2012
PineBridge Investments October 2011 - January 2012
Morgan Stanley April 2010 - October 2011
Rabobank 2006 - April 2007
American Express Bank 2001 - 2004
McKinsey & Company 1997 - 2001
First Data Corporation 1995 - 1996
Skills
SDLC, Business Analysis, Security, Technical Writing, Integration, Risk Assessment, Visio, Risk Management, SharePoint, Documentation, Compliance, Information Security, Policy Writing, Procedures, Requirements Gathering, Business Process, Information Technology, Quality Assurance, Agile Methodologies, Diagramming, Systems Analysis, MS Word, Excel,..., Manuals, Interviewing
Education
University of North Carolina at Charlotte
MBA
Wheaton College (MA)
BA, American History
AIG May 2014 - Present
Consultant January 1997 - May 2014
AIG June 2012 - June 2013
LBBW March 2012 - April 2012
PineBridge Investments October 2011 - January 2012
Morgan Stanley April 2010 - October 2011
Rabobank 2006 - April 2007
American Express Bank 2001 - 2004
McKinsey & Company 1997 - 2001
First Data Corporation 1995 - 1996
Skills
SDLC, Business Analysis, Security, Technical Writing, Integration, Risk Assessment, Visio, Risk Management, SharePoint, Documentation, Compliance, Information Security, Policy Writing, Procedures, Requirements Gathering, Business Process, Information Technology, Quality Assurance, Agile Methodologies, Diagramming, Systems Analysis, MS Word, Excel,..., Manuals, Interviewing
Education
University of North Carolina at Charlotte
MBA
Wheaton College (MA)
BA, American History
Jonathan Benton Jonathan Benton's Morgan Stanley Experience April 2007 - August 2015
Job Director of Communications at Fellowship Church
Industry Financial Services
Experience
Fellowship Church August 2015 - Present
Morgan Stanley April 2007 - August 2015
Intuit April 2005 - April 2007
Fidelity Investments August 2000 - April 2005
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Business Continuity..., Strategic Data Analysis, Budgeting, Forecasting, Change Management, Business Process..., Business Intelligence, Process Improvement, Vendor Management
Education
University of North Texas 1997 — 2001
Bachelor's Degree, Finance, General, Magna Cum Laude
University of North Texas 1997 — 2001
BBA Finance, Finance and Financial Management Services
Fellowship Church August 2015 - Present
Morgan Stanley April 2007 - August 2015
Intuit April 2005 - April 2007
Fidelity Investments August 2000 - April 2005
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Business Continuity..., Strategic Data Analysis, Budgeting, Forecasting, Change Management, Business Process..., Business Intelligence, Process Improvement, Vendor Management
Education
University of North Texas 1997 — 2001
Bachelor's Degree, Finance, General, Magna Cum Laude
University of North Texas 1997 — 2001
BBA Finance, Finance and Financial Management Services
Chris Hathaway Chris Hathaway's Morgan Stanley Experience August 2001 - February 2008
Job Financial Advisor, Assistant Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2013 - Present
UBS February 2008 - August 2013
Morgan Stanley August 2001 - February 2008
Skills
Investments, Finance, Generational Planning, Retirement Planning, Financial Planning, Executive Compensation, Business Succession..., Investment Planning, Wealth
Education
University of North Texas 2000 — 2001
Bachelor's Degree, Finance
Wells Fargo Advisors, LLC August 2013 - Present
UBS February 2008 - August 2013
Morgan Stanley August 2001 - February 2008
Skills
Investments, Finance, Generational Planning, Retirement Planning, Financial Planning, Executive Compensation, Business Succession..., Investment Planning, Wealth
Education
University of North Texas 2000 — 2001
Bachelor's Degree, Finance
J. Scott Grogan J. Scott Grogan's Morgan Stanley Experience November 2000 - November 2004
Job Billing Coordinator at Sawnee EMC
Industry Utilities
Experience
Sawnee EMC August 2012 - Present
Sawnee EMC April 2010 - August 2012
Wells Fargo August 2009 - April 2010
Wachovia Bank November 2004 - August 2009
Morgan Stanley November 2000 - November 2004
Skills
Financial Analysis, Finance, Account Reconciliation, General Ledger, Accounting, Accounts Payable, Financial Reporting, Sarbanes-Oxley Act, Auditing, Accounts Receivable
Education
North Georgia College and State University 1998 — 2000
Bachelor of Business Administration (B.B.A.), Accounting
Gainesville State College 1994 — 1998
Associate of Science (AS), Business Administration and Management, General
Gainesville State College 1994 — 1998
Associate of Science (A.S.), Political Science and Government
Forsyth Central High School 1990 — 1994
Sawnee EMC August 2012 - Present
Sawnee EMC April 2010 - August 2012
Wells Fargo August 2009 - April 2010
Wachovia Bank November 2004 - August 2009
Morgan Stanley November 2000 - November 2004
Skills
Financial Analysis, Finance, Account Reconciliation, General Ledger, Accounting, Accounts Payable, Financial Reporting, Sarbanes-Oxley Act, Auditing, Accounts Receivable
Education
North Georgia College and State University 1998 — 2000
Bachelor of Business Administration (B.B.A.), Accounting
Gainesville State College 1994 — 1998
Associate of Science (AS), Business Administration and Management, General
Gainesville State College 1994 — 1998
Associate of Science (A.S.), Political Science and Government
Forsyth Central High School 1990 — 1994
Aaron Krueger's Morgan Stanley Experience 1998 - 2005
Job Associate Creative Director/Senior Account Manager at HandelanPedersen
Industry Marketing and Advertising
Experience
Handelan-Pedersen April 2015 - Present
Self Employed August 2014 - Present
Contract - Humana Digital Team March 2014 - August 2014
The Mx Group September 2012 - November 2013
Brainmerge Creative September 2007 - September 2012
Taproot Foundation 2008 - 2011
Hu-Friedy Mfg. Co., LLC 2005 - 2007
Morgan Stanley 1998 - 2005
Skills
Print Collateral Design, Interactive Design, Web Design, Marketing Strategy, Marketing Communications, Website Development, Copywriting, Advertising Copy, Corporate Communications, Corporate Identity, Corporate Branding, B2B, B2B Marketing, B2C marketing, Financial Design, Healthcare Design, Healthcare Marketing, Financial Marketing, Brochure Development, Logo Design, Banner Ads, Magazine Design, Interactive Marketing, Brochures, Annual Reports, Trade Shows, Flash Animation, ActionScript, XHTML, CSS, Microsites, Designs, Interaction Design, Brand Development, Marketing, Art Direction, Layout, Creative Direction, InDesign, Direct Mail, Graphics, Flash, User Experience, Graphic Design, Concept Development, Interactive Advertising, Collateral, Branding, Creative Strategy, E-commerce
Education
Ivy Tech 1996 — 1998
Associate of Arts and Sciences (A.A.S.), Design and Visual Communications, General
University of Notre Dame 1991 — 1995
Bachelor of Science, Biology
Handelan-Pedersen April 2015 - Present
Self Employed August 2014 - Present
Contract - Humana Digital Team March 2014 - August 2014
The Mx Group September 2012 - November 2013
Brainmerge Creative September 2007 - September 2012
Taproot Foundation 2008 - 2011
Hu-Friedy Mfg. Co., LLC 2005 - 2007
Morgan Stanley 1998 - 2005
Skills
Print Collateral Design, Interactive Design, Web Design, Marketing Strategy, Marketing Communications, Website Development, Copywriting, Advertising Copy, Corporate Communications, Corporate Identity, Corporate Branding, B2B, B2B Marketing, B2C marketing, Financial Design, Healthcare Design, Healthcare Marketing, Financial Marketing, Brochure Development, Logo Design, Banner Ads, Magazine Design, Interactive Marketing, Brochures, Annual Reports, Trade Shows, Flash Animation, ActionScript, XHTML, CSS, Microsites, Designs, Interaction Design, Brand Development, Marketing, Art Direction, Layout, Creative Direction, InDesign, Direct Mail, Graphics, Flash, User Experience, Graphic Design, Concept Development, Interactive Advertising, Collateral, Branding, Creative Strategy, E-commerce
Education
Ivy Tech 1996 — 1998
Associate of Arts and Sciences (A.A.S.), Design and Visual Communications, General
University of Notre Dame 1991 — 1995
Bachelor of Science, Biology
Willie Zantzinger Willie Zantzinger's Morgan Stanley Experience 1986 - 1987
Job Investment Advisor
Industry Investment Management
Experience
William Blair & Company 2013 - Present
Gardner Lewis Asset Management 1992 - 2012
Compass Point Research and Trading 2009 - 2010
Morgan Stanley International 1988 - 1990
Morgan Stanley 1986 - 1987
Morgan Olmstead Kennedy & Gardner 1985 - 1985
Johnston Lemon & Co. 1983 - 1985
Skills
Financial Services, Investment Advisory, Mutual Funds, Asset Allocation, Marketing Strategy, Leadership, Management, Risk Assessment, Sales, Risk Management, Investment Management, Equities, Asset Management, Financial Markets, Trading, Securities, Business Development
Education
Darden Graduate School of Business Administration 1990 — 1992
MBA, Finance, General
University of Virginia 1981 — 1983
Bachelor of Arts (BA), Economics
UNC Chapel Hill 1979 — 1981
William Blair & Company 2013 - Present
Gardner Lewis Asset Management 1992 - 2012
Compass Point Research and Trading 2009 - 2010
Morgan Stanley International 1988 - 1990
Morgan Stanley 1986 - 1987
Morgan Olmstead Kennedy & Gardner 1985 - 1985
Johnston Lemon & Co. 1983 - 1985
Skills
Financial Services, Investment Advisory, Mutual Funds, Asset Allocation, Marketing Strategy, Leadership, Management, Risk Assessment, Sales, Risk Management, Investment Management, Equities, Asset Management, Financial Markets, Trading, Securities, Business Development
Education
Darden Graduate School of Business Administration 1990 — 1992
MBA, Finance, General
University of Virginia 1981 — 1983
Bachelor of Arts (BA), Economics
UNC Chapel Hill 1979 — 1981
Rick Effer Rick Effer's Morgan Stanley Experience May 2013 - Present
Job Vice President, Annuity Planning Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Smith, Moore & Co. July 2010 - December 2012
Sun Life Financial February 2005 - June 2010
Anheuser-Busch Companies, Inc. 1988 - 2002
Anheuser-Busch 1988 - 2002
Skills
Series 7, Series 6, Series 63, Brand Developement, Brand Management, P&L Responsibility, International Sales, Project Management, Financial Services, Consumer Products, Retail Sales, Wholesale, Business Analysis, Country Managers, Business Planning, Sales Promotion, Media Production, Contract Negotiation, National Accounts, Retail Category..., Team Leadership, Client Service Oriented, Training, Series 66, Strategic Planning, Investments, Sales Management, Strategic Financial..., Financial Analysis, Uniform Combined State..., Sales, Marketing Strategy, Management, Brand Development, 401k, Account Management, Business Development, Client Services, Asset Allocation, Executive Management, Insurance, Retirement Planning, P, Sales Operations, Pricing, Investment Advisory, Wealth Management, Integrated Marketing, P&L Management, Direct Sales
Education
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA
University of Notre Dame 1983 — 1987
BBA, Finance
St Elizabeth's
St. John's college HS
Morgan Stanley May 2013 - Present
Smith, Moore & Co. July 2010 - December 2012
Sun Life Financial February 2005 - June 2010
Anheuser-Busch Companies, Inc. 1988 - 2002
Anheuser-Busch 1988 - 2002
Skills
Series 7, Series 6, Series 63, Brand Developement, Brand Management, P&L Responsibility, International Sales, Project Management, Financial Services, Consumer Products, Retail Sales, Wholesale, Business Analysis, Country Managers, Business Planning, Sales Promotion, Media Production, Contract Negotiation, National Accounts, Retail Category..., Team Leadership, Client Service Oriented, Training, Series 66, Strategic Planning, Investments, Sales Management, Strategic Financial..., Financial Analysis, Uniform Combined State..., Sales, Marketing Strategy, Management, Brand Development, 401k, Account Management, Business Development, Client Services, Asset Allocation, Executive Management, Insurance, Retirement Planning, P, Sales Operations, Pricing, Investment Advisory, Wealth Management, Integrated Marketing, P&L Management, Direct Sales
Education
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA
University of Notre Dame 1983 — 1987
BBA, Finance
St Elizabeth's
St. John's college HS
Aren Nakpil's Morgan Stanley Experience August 2013 - May 2015
Job Investment Research at Arden Asset Management
Industry Investment Management
Experience
Arden Asset Management LLC May 2015 - Present
Morgan Stanley August 2013 - May 2015
Wafra Investment Advisory Group June 2011 - August 2011
Bank of the Philippine Islands July 2010 - August 2010
Skills
Financial Modeling, Portfolio Management, Hedge Funds, Financial Analysis, Investment Strategies, Alternative Investments, Bloomberg, Microsoft Excel, Asset Allocation, Microsoft Word, PowerPoint, Finance, Due Diligence
Education
University of Notre Dame
Bachelor of Business Administration (BBA), Finance
Arden Asset Management LLC May 2015 - Present
Morgan Stanley August 2013 - May 2015
Wafra Investment Advisory Group June 2011 - August 2011
Bank of the Philippine Islands July 2010 - August 2010
Skills
Financial Modeling, Portfolio Management, Hedge Funds, Financial Analysis, Investment Strategies, Alternative Investments, Bloomberg, Microsoft Excel, Asset Allocation, Microsoft Word, PowerPoint, Finance, Due Diligence
Education
University of Notre Dame
Bachelor of Business Administration (BBA), Finance
Alex Moore's Morgan Stanley Experience June 2006 - August 2006
Job Staff Accountant at Intercontinental Exchange
Industry Accounting
Experience
Intercontinental Exchange July 2014 - Present
State Street July 2013 - June 2014
Ernst & Young August 2011 - February 2013
Bill Barrett Corporation May 2008 - August 2008
Pearl Development Company May 2007 - August 2007
Morgan Stanley June 2006 - August 2006
Skills
SEC filings, US GAAP, Financial Analysis, Internal Controls, Financial Reporting, GAAP, Financial Accounting, Accounting, Sarbanes-Oxley Act, Auditing, Assurance, Financial Modeling, External Audit, Business Valuation, Internal Audit, Corporate Finance, IFRS, Valuation, Corporate Tax, Financial Statements, SEC Filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2011
Master of Accounting, Accounting
University of Notre Dame - Mendoza College of Business 2005 — 2009
Bachelor of Business Administration, Finance
Intercontinental Exchange July 2014 - Present
State Street July 2013 - June 2014
Ernst & Young August 2011 - February 2013
Bill Barrett Corporation May 2008 - August 2008
Pearl Development Company May 2007 - August 2007
Morgan Stanley June 2006 - August 2006
Skills
SEC filings, US GAAP, Financial Analysis, Internal Controls, Financial Reporting, GAAP, Financial Accounting, Accounting, Sarbanes-Oxley Act, Auditing, Assurance, Financial Modeling, External Audit, Business Valuation, Internal Audit, Corporate Finance, IFRS, Valuation, Corporate Tax, Financial Statements, SEC Filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2011
Master of Accounting, Accounting
University of Notre Dame - Mendoza College of Business 2005 — 2009
Bachelor of Business Administration, Finance
Chris Ely Chris Ely's Morgan Stanley Experience June 2011 - October 2012
Job Treasury Desk Manager at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network December 2013 - Present
Promontory Interfinancial Network October 2012 - December 2013
Morgan Stanley June 2011 - October 2012
The Artery Gallery January 2010 - April 2010
Buccaneer Computer Systems and Service May 2009 - August 2009
Skills
Data Analysis, Access, Financial Analysis, Microsoft Excel, Derivatives, PowerPoint, Microsoft Office, Customer Service, Time Management, Banking, Microsoft Word, Outlook, Options, Financial Futures, Depository Services, Deposit Growth, Business Development
Education
University of North Carolina at Greensboro 2007 — 2010
Bachelor's Degree, Economics (Major), Information Technology (Minor)
Highland School
Promontory Interfinancial Network December 2013 - Present
Promontory Interfinancial Network October 2012 - December 2013
Morgan Stanley June 2011 - October 2012
The Artery Gallery January 2010 - April 2010
Buccaneer Computer Systems and Service May 2009 - August 2009
Skills
Data Analysis, Access, Financial Analysis, Microsoft Excel, Derivatives, PowerPoint, Microsoft Office, Customer Service, Time Management, Banking, Microsoft Word, Outlook, Options, Financial Futures, Depository Services, Deposit Growth, Business Development
Education
University of North Carolina at Greensboro 2007 — 2010
Bachelor's Degree, Economics (Major), Information Technology (Minor)
Highland School
Trevor Glenn's Morgan Stanley Experience June 2012 - July 2014
Job Entrepreneur | Social Entrepreneur
Industry Venture Capital & Private Equity
Experience
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Skills
Series 7, Series 63, Series 79
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science (BS), Business Administration
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Skills
Series 7, Series 63, Series 79
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science (BS), Business Administration
Ariel Garraffa Ariel Garraffa's Morgan Stanley Experience April 2013 - October 2014
Job Associate
Industry Financial Services
Experience
Morgan Stanley April 2013 - October 2014
Morgan Stanley Smith Barney October 2007 - April 2013
Morgan Stanley January 2005 - October 2007
UBS International January 1999 - 2005
Skills
Customer Relations, Trading, Microsoft Office, Risk Management, Risk, Customer Service, Finance, Financial Risk, Training, Wealth Management, Investments
Education
University of North Carolina at Charlotte 1994 — 1998
BS, Health Promotion & Kinesiology
Morgan Stanley April 2013 - October 2014
Morgan Stanley Smith Barney October 2007 - April 2013
Morgan Stanley January 2005 - October 2007
UBS International January 1999 - 2005
Skills
Customer Relations, Trading, Microsoft Office, Risk Management, Risk, Customer Service, Finance, Financial Risk, Training, Wealth Management, Investments
Education
University of North Carolina at Charlotte 1994 — 1998
BS, Health Promotion & Kinesiology
Brian DiLaura's Morgan Stanley Experience July 1996 - July 1998
Job Managing Director at Atlas Peak Capital
Industry Venture Capital & Private Equity
Experience
Atlas Peak Capital July 2011 - Present
KXEN July 2008 - July 2011
Alliance Consulting May 2008 - July 2011
Saints Capital November 2006 - July 2011
General Atlantic Partners September 1998 - December 2003
Morgan Stanley July 1996 - July 1998
Skills
Direct Secondaries, Venture Capital, Private Equity, Investments, Mergers, Business Strategy, Mergers & Acquisitions, Analytics, Start-ups, Due Diligence, Strategic Partnerships, Business Development, Restructuring, Corporate Development, CRM, Entrepreneurship, Capital, Leadership
Education
University of Notre Dame 1992 — 1996
BBA, Finance
GPN 1988 — 1992
Atlas Peak Capital July 2011 - Present
KXEN July 2008 - July 2011
Alliance Consulting May 2008 - July 2011
Saints Capital November 2006 - July 2011
General Atlantic Partners September 1998 - December 2003
Morgan Stanley July 1996 - July 1998
Skills
Direct Secondaries, Venture Capital, Private Equity, Investments, Mergers, Business Strategy, Mergers & Acquisitions, Analytics, Start-ups, Due Diligence, Strategic Partnerships, Business Development, Restructuring, Corporate Development, CRM, Entrepreneurship, Capital, Leadership
Education
University of Notre Dame 1992 — 1996
BBA, Finance
GPN 1988 — 1992
Miguel (Mickey) Perez's Morgan Stanley Experience May 2010 - April 2014
Job
Industry Financial Services
Experience
Morgan Stanley May 2010 - April 2014
Wachovia May 2008 - June 2009
Wachovia Securities January 2005 - April 2008
Wachovia Securities July 1997 - January 2005
Wachovia June 1996 - July 1997
Chemical Bank July 1994 - June 1996
Skills
Relationship Management, Strategy, Business Planning, Product Development, Series 7, Wealth Management, Series 63, Banking, Investments, Portfolio Management, Private Banking, Mutual Funds, Financial Services, Credit, Asset Managment
Education
University of Notre Dame 1990 — 1994
Morgan Stanley May 2010 - April 2014
Wachovia May 2008 - June 2009
Wachovia Securities January 2005 - April 2008
Wachovia Securities July 1997 - January 2005
Wachovia June 1996 - July 1997
Chemical Bank July 1994 - June 1996
Skills
Relationship Management, Strategy, Business Planning, Product Development, Series 7, Wealth Management, Series 63, Banking, Investments, Portfolio Management, Private Banking, Mutual Funds, Financial Services, Credit, Asset Managment
Education
University of Notre Dame 1990 — 1994
Ted Smith's Morgan Stanley Experience June 1990 - October 1993
Job Partner and President, Union Square Advisors
Industry Financial Services
Experience
Union Square Advisors January 2007 - Present
Credit Suisse First Boston 1998 - 2005
Deutsche Bank May 1997 - June 1998
Novell June 1994 - June 1997
WordPerfect October 1993 - June 1994
Morgan Stanley June 1990 - October 1993
Skills
Valuation, Investment Banking, Private Equity, Finance, Venture Capital, Mergers & Acquisitions, Management, Equities, Financial Analysis, Corporate Finance, Capital Markets, M&A experience, Corporate Development, Financial Modeling
Education
University of Notre Dame 1988 — 1990
M.S., Electrical Engineering / Computer Science
University of Notre Dame 1984 — 1988
B.S., Electrical Engineering / Computer Science
Union Square Advisors January 2007 - Present
Credit Suisse First Boston 1998 - 2005
Deutsche Bank May 1997 - June 1998
Novell June 1994 - June 1997
WordPerfect October 1993 - June 1994
Morgan Stanley June 1990 - October 1993
Skills
Valuation, Investment Banking, Private Equity, Finance, Venture Capital, Mergers & Acquisitions, Management, Equities, Financial Analysis, Corporate Finance, Capital Markets, M&A experience, Corporate Development, Financial Modeling
Education
University of Notre Dame 1988 — 1990
M.S., Electrical Engineering / Computer Science
University of Notre Dame 1984 — 1988
B.S., Electrical Engineering / Computer Science
Braden Norris Braden Norris's Morgan Stanley Experience May 2014 - April 2015
Job Financial Analyst at Valerus
Industry Oil & Energy
Experience
Valerus April 2015 - Present
Morgan Stanley May 2014 - April 2015
Arthur J. Gallagher & Co. June 2013 - August 2013
Utah State University May 2012 - July 2013
Sunrun May 2012 - July 2012
Skills
Higher Education, Public Speaking, PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Leadership, Finance, Teamwork, Management, Sales
Education
Utah State University - Jon M. Huntsman School of Business 2012 — 2014
Bachelor of Science (BS), Finance, General
University of Northern Colorado 2009 — 2010
Valerus April 2015 - Present
Morgan Stanley May 2014 - April 2015
Arthur J. Gallagher & Co. June 2013 - August 2013
Utah State University May 2012 - July 2013
Sunrun May 2012 - July 2012
Skills
Higher Education, Public Speaking, PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Leadership, Finance, Teamwork, Management, Sales
Education
Utah State University - Jon M. Huntsman School of Business 2012 — 2014
Bachelor of Science (BS), Finance, General
University of Northern Colorado 2009 — 2010
Brian Garner's Morgan Stanley Experience May 2013 - August 2013
Job FSO Business Advisory Intern at EY
Industry Management Consulting
Experience
EY June 2015 - Present
UNC Portfolio Management Team September 2013 - May 2015
Northwestern Mutual May 2014 - August 2014
Beach Blast 5k May 2014 - August 2014
Morgan Stanley May 2013 - August 2013
Skills
Bloomberg, Investments, Finance, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Consulting
EY June 2015 - Present
UNC Portfolio Management Team September 2013 - May 2015
Northwestern Mutual May 2014 - August 2014
Beach Blast 5k May 2014 - August 2014
Morgan Stanley May 2013 - August 2013
Skills
Bloomberg, Investments, Finance, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Consulting
Thomas Moles Thomas Moles's Morgan Stanley Experience 1996 - 1999
Job Director, Content Marketing Strategy at AMG Funds
Industry Financial Services
Experience
AMG Funds August 2015 - Present
Allianz Global Investors July 2014 - July 2015
Legg Mason August 2009 - July 2014
Neuberger Berman 2005 - 2009
Citigroup 2003 - 2005
Genuity Solutions 2001 - 2002
Morgan Stanley 1996 - 1999
Skills
Mutual Funds, Multi-channel Marketing, Series 7, Investments, Alternative Investments, Financial Services, Asset Management, Marketing, Equities, Hedge Funds, Marketing Strategy, Securities, Wealth Management, Asset Managment, Digital Marketing, Integrated Marketing, Private Equity, Series 63
Education
University of North Carolina at Chapel Hill 1999 — 2001
MBA, Marketing and Strategy
Vanderbilt University 1993 — 1996
BS, Political Science
AMG Funds August 2015 - Present
Allianz Global Investors July 2014 - July 2015
Legg Mason August 2009 - July 2014
Neuberger Berman 2005 - 2009
Citigroup 2003 - 2005
Genuity Solutions 2001 - 2002
Morgan Stanley 1996 - 1999
Skills
Mutual Funds, Multi-channel Marketing, Series 7, Investments, Alternative Investments, Financial Services, Asset Management, Marketing, Equities, Hedge Funds, Marketing Strategy, Securities, Wealth Management, Asset Managment, Digital Marketing, Integrated Marketing, Private Equity, Series 63
Education
University of North Carolina at Chapel Hill 1999 — 2001
MBA, Marketing and Strategy
Vanderbilt University 1993 — 1996
BS, Political Science
Caitlin McCusker Caitlin McCusker's Morgan Stanley Experience August 2010 - March 2011
Job Human Resources Manager at BursonMarsteller
Industry Public Relations and Communications
Experience
Burson-Marsteller October 2014 - Present
Burson-Marsteller February 2013 - September 2014
Burson-Marsteller January 2012 - February 2013
Burson-Marsteller March 2011 - December 2011
Morgan Stanley August 2010 - March 2011
Skills
Full-life Cycle..., College Recruiting, HR Policies, Employee Relations, Employee Training, Event Planning, HRIS, Human Resources, Leadership, Sourcing, Marketing Communications, Training, Employee Engagement, Onboarding, Media Relations, Social Media, Public Relations, Strategic Communications, Press Releases, Social Media Marketing
Education
University of North Carolina at Wilmington
Bachelors of Arts, Communication Studies
Burson-Marsteller October 2014 - Present
Burson-Marsteller February 2013 - September 2014
Burson-Marsteller January 2012 - February 2013
Burson-Marsteller March 2011 - December 2011
Morgan Stanley August 2010 - March 2011
Skills
Full-life Cycle..., College Recruiting, HR Policies, Employee Relations, Employee Training, Event Planning, HRIS, Human Resources, Leadership, Sourcing, Marketing Communications, Training, Employee Engagement, Onboarding, Media Relations, Social Media, Public Relations, Strategic Communications, Press Releases, Social Media Marketing
Education
University of North Carolina at Wilmington
Bachelors of Arts, Communication Studies
Wade Waldock's Morgan Stanley Experience January 2001 - January 2002
Job VP Process Management at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas April 2011 - Present
BNP Paribas Fortis September 2005 - April 2011
Bessemer Trust 2004 - 2005
Morgan Stanley January 2001 - January 2002
UBS Investment Bank March 1990 - December 2000
Skills
Equities, Capital Markets, Market Data, Trading, Risk Management, Equity Trading, Options, Fixed Income, Middle Office, Equity Derivatives, Product Control, Financial Risk, Electronic Trading, Program Trading, Product Management, Front Office Trading..., CDS, Interest Rate Swaps, Sophis, Financial Markets, Structured Finance, Order Management, International Equities, Order Management Systems, ETFs, LongView Trading, KPI implementation, Derivatives
Education
University of Notre Dame 1982 — 1984
MBA, Business
University of Notre Dame 1973 — 1978
B.Architecture, Architecture/Civil Engineering
BNP Paribas April 2011 - Present
BNP Paribas Fortis September 2005 - April 2011
Bessemer Trust 2004 - 2005
Morgan Stanley January 2001 - January 2002
UBS Investment Bank March 1990 - December 2000
Skills
Equities, Capital Markets, Market Data, Trading, Risk Management, Equity Trading, Options, Fixed Income, Middle Office, Equity Derivatives, Product Control, Financial Risk, Electronic Trading, Program Trading, Product Management, Front Office Trading..., CDS, Interest Rate Swaps, Sophis, Financial Markets, Structured Finance, Order Management, International Equities, Order Management Systems, ETFs, LongView Trading, KPI implementation, Derivatives
Education
University of Notre Dame 1982 — 1984
MBA, Business
University of Notre Dame 1973 — 1978
B.Architecture, Architecture/Civil Engineering
Kyle A. Trenor Kyle A. Trenor's Morgan Stanley Experience January 2015 - June 2015
Job Finance Intern at CIT
Industry Capital Markets
Experience
CIT September 2015 - Present
Bloomberg LP September 2015 - Present
University of North Florida January 2015 - Present
University of North Florida 2014 - Present
CIT June 2015 - August 2015
Morgan Stanley January 2015 - June 2015
UNF Osprey Financial Group August 2014 - April 2015
Bank of America June 2014 - August 2014
Skills
Finance, Research, Investments, Financial Analysis, Portfolio Management, Teamwork, Economics, Management, Public Speaking, Financial Modeling, Bloomberg, Microsoft Word, Customer Service, Microsoft Office
Education
University of North Florida 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Services
Stanton College Preperatory 2007 — 2010
CIT September 2015 - Present
Bloomberg LP September 2015 - Present
University of North Florida January 2015 - Present
University of North Florida 2014 - Present
CIT June 2015 - August 2015
Morgan Stanley January 2015 - June 2015
UNF Osprey Financial Group August 2014 - April 2015
Bank of America June 2014 - August 2014
Skills
Finance, Research, Investments, Financial Analysis, Portfolio Management, Teamwork, Economics, Management, Public Speaking, Financial Modeling, Bloomberg, Microsoft Word, Customer Service, Microsoft Office
Education
University of North Florida 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Services
Stanton College Preperatory 2007 — 2010
Joseph R. Pratico, MBA's Morgan Stanley Experience 2009 - 2009
Job Talent Acquisition Supervisor at Verizon
Industry Information Technology and Services
Experience
Verizon Wireless July 2014 - Present
Verizon Wireless January 2014 - June 2014
Verizon Wireless January 2011 - December 2013
The University of North Carolina at Greensboro August 2010 - January 2011
Pi Kappa Alpha 2009 - 2010
Richardson Commercial, LLC Realtors January 2001 - January 2009
Morgan Stanley 2009 - 2009
University Directories May 2008 - September 2008
Skills
Advertising, Team Building, Retail, Real Estate, Promotions, Sales Management, Building Relationships, Public Relations, Negotiation, Sales, Public Speaking, Contract Negotiation, Leadership, Customer Service, Forecasting, Marketing, Strategy, Fundraising, Time Management, Selling, New Business Development, Event Planning, Social Networking, Social Media Marketing, Account Management, Networking, Cold Calling, Direct Sales, Management, Business Development, Team Leadership, Microsoft Word, Training, Recruiting, Social Media, Strategic Planning, Coaching, Sales Presentations, Teamwork, Outlook, Inventory Management, Leadership Development, Facebook, Small Business, Merchandising, Project Management, Employee Training, Human Resources, Interviews, Customer Experience
Education
Cornell University 2014 — 2015
Master Certificate, Human Resources
Centenary College 2011 — 2013
Master of Business Administration, Management
University of North Carolina at Greensboro 2006 — 2010
Bachelor of Science, Business Administration
Notre Dame High School 2002 — 2006
High School Diploma
Verizon Wireless July 2014 - Present
Verizon Wireless January 2014 - June 2014
Verizon Wireless January 2011 - December 2013
The University of North Carolina at Greensboro August 2010 - January 2011
Pi Kappa Alpha 2009 - 2010
Richardson Commercial, LLC Realtors January 2001 - January 2009
Morgan Stanley 2009 - 2009
University Directories May 2008 - September 2008
Skills
Advertising, Team Building, Retail, Real Estate, Promotions, Sales Management, Building Relationships, Public Relations, Negotiation, Sales, Public Speaking, Contract Negotiation, Leadership, Customer Service, Forecasting, Marketing, Strategy, Fundraising, Time Management, Selling, New Business Development, Event Planning, Social Networking, Social Media Marketing, Account Management, Networking, Cold Calling, Direct Sales, Management, Business Development, Team Leadership, Microsoft Word, Training, Recruiting, Social Media, Strategic Planning, Coaching, Sales Presentations, Teamwork, Outlook, Inventory Management, Leadership Development, Facebook, Small Business, Merchandising, Project Management, Employee Training, Human Resources, Interviews, Customer Experience
Education
Cornell University 2014 — 2015
Master Certificate, Human Resources
Centenary College 2011 — 2013
Master of Business Administration, Management
University of North Carolina at Greensboro 2006 — 2010
Bachelor of Science, Business Administration
Notre Dame High School 2002 — 2006
High School Diploma
Sam Poole Sam Poole's Morgan Stanley Experience May 2013 - July 2013
Job KenanFlagler Business School '15
Industry Banking
Experience
Banks Street Partners, LLC May 2014 - July 2014
Morgan Stanley May 2013 - July 2013
R.E. Mason May 2012 - August 2012
Skills
PowerPoint, Teamwork, Microsoft Word, Leadership, Customer Service
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Charlotte Country Day School 1998 — 2011
Banks Street Partners, LLC May 2014 - July 2014
Morgan Stanley May 2013 - July 2013
R.E. Mason May 2012 - August 2012
Skills
PowerPoint, Teamwork, Microsoft Word, Leadership, Customer Service
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Charlotte Country Day School 1998 — 2011
Mike McCann, CFP®'s Morgan Stanley Experience June 2006 - November 2007
Job Regional Director at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors November 2012 - Present
Nuveen Investments November 2010 - October 2012
UBS Wealth Management November 2007 - May 2010
Morgan Stanley June 2006 - November 2007
Skills
Report Writing, Asset Management, Portfolio Management, Investments, Presenter, Financial Planning, Client Communication, Presentation Development
Education
University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Accounting
University of Notre Dame 2002 — 2006
BBA, Finance, Philosophy
Dimensional Fund Advisors November 2012 - Present
Nuveen Investments November 2010 - October 2012
UBS Wealth Management November 2007 - May 2010
Morgan Stanley June 2006 - November 2007
Skills
Report Writing, Asset Management, Portfolio Management, Investments, Presenter, Financial Planning, Client Communication, Presentation Development
Education
University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Accounting
University of Notre Dame 2002 — 2006
BBA, Finance, Philosophy
Cassandra Torgerson's Morgan Stanley Experience November 2014 - Present
Job Client service associate Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Merrill Lynch April 2014 - November 2014
FIS - Fidelity Information Services April 2013 - April 2014
J. Macklin's Grill January 2013 - April 2013
Part-Time Client Associate August 2009 - January 2013
J. Macklin's Grill August 2009 - January 2013
Old Chicago Restaurants November 2007 - August 2009
Skills
Strong work ethic, Team Leadership, Project Management, Communication Skills, Microsoft Word, Microsoft Excel, Outstanding time..., Highly personable, Self-motivated Team..., Interpersonal Skill, Marketing, Customer Service, Time Management, Customer Satisfaction, Training, Management, Leadership, Teamwork, Sales, Access, Microsoft Office
Education
University of North Texas 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Farmington High School
Morgan Stanley November 2014 - Present
Merrill Lynch April 2014 - November 2014
FIS - Fidelity Information Services April 2013 - April 2014
J. Macklin's Grill January 2013 - April 2013
Part-Time Client Associate August 2009 - January 2013
J. Macklin's Grill August 2009 - January 2013
Old Chicago Restaurants November 2007 - August 2009
Skills
Strong work ethic, Team Leadership, Project Management, Communication Skills, Microsoft Word, Microsoft Excel, Outstanding time..., Highly personable, Self-motivated Team..., Interpersonal Skill, Marketing, Customer Service, Time Management, Customer Satisfaction, Training, Management, Leadership, Teamwork, Sales, Access, Microsoft Office
Education
University of North Texas 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Farmington High School
Chad Kopser's Morgan Stanley Experience January 1998 - November 2003
Job
Industry Financial Services
Experience
First Annuity & Insurance Marketing January 2011 - Present
Independent Futures Trader January 2005 - November 2010
Morgan Stanley January 1998 - November 2003
Skills
Series 63, Retirement Planning, Series 7, Fixed Annuities, Strategic Financial..., Retirement, Life Insurance, Insurance, Investments, Investment Advisory, Financial Advisory, Long-term Care, Wealth, Financial Planners, Disability Insurance
Education
University of Northern Colorado 1994 — 1998
Business, Finance
First Annuity & Insurance Marketing January 2011 - Present
Independent Futures Trader January 2005 - November 2010
Morgan Stanley January 1998 - November 2003
Skills
Series 63, Retirement Planning, Series 7, Fixed Annuities, Strategic Financial..., Retirement, Life Insurance, Insurance, Investments, Investment Advisory, Financial Advisory, Long-term Care, Wealth, Financial Planners, Disability Insurance
Education
University of Northern Colorado 1994 — 1998
Business, Finance
Myles Rowe Myles Rowe's Morgan Stanley Experience February 2002 - September 2002
Job Mortgage Professional at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage March 2003 - Present
Morgan Stanley February 2002 - September 2002
Skills
Loans, Underwriting, Mortgage Lending, Investments, Management, Mortgage Banking, Finance, Credit, Refinance, Credit Analysis
Education
University of North Texas 1997 — 2002
BBA, Finance
sherman high school
Nationstar Mortgage March 2003 - Present
Morgan Stanley February 2002 - September 2002
Skills
Loans, Underwriting, Mortgage Lending, Investments, Management, Mortgage Banking, Finance, Credit, Refinance, Credit Analysis
Education
University of North Texas 1997 — 2002
BBA, Finance
sherman high school
Austin Adams Austin Adams's Morgan Stanley Experience September 2013 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Lisura Innovative Technologies June 2013 - September 2013
ExitPlan.me February 2013 - June 2013
WaterplayUSA.com October 2012 - February 2013
Independent Contractor January 2007 - August 2012
Pi Kappa Phi Fraternity, Gamma Theta Chapter November 2010 - November 2011
St. Anne's School of Annapolis October 2006 - May 2008
Skills
Microsoft Office, Access, HTML, CSS, Team Leadership, Microsoft SQL Server, Visual Basic 2010, ASP.NET, VB.NET, Microsoft SQL Server..., Visio, Systems Analysis, Project Management, System Design, Budgeting, Product Marketing, HubSpot, Inbound Marketing, Market Research, Business Development, Web Development, Web Content Management, Marketing, SalesNexus, Management, Analysis, Financial Analysis, Finance, Microsoft Excel
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelors of Science in Business Administration, Information Systems
Morgan Stanley September 2013 - Present
Lisura Innovative Technologies June 2013 - September 2013
ExitPlan.me February 2013 - June 2013
WaterplayUSA.com October 2012 - February 2013
Independent Contractor January 2007 - August 2012
Pi Kappa Phi Fraternity, Gamma Theta Chapter November 2010 - November 2011
St. Anne's School of Annapolis October 2006 - May 2008
Skills
Microsoft Office, Access, HTML, CSS, Team Leadership, Microsoft SQL Server, Visual Basic 2010, ASP.NET, VB.NET, Microsoft SQL Server..., Visio, Systems Analysis, Project Management, System Design, Budgeting, Product Marketing, HubSpot, Inbound Marketing, Market Research, Business Development, Web Development, Web Content Management, Marketing, SalesNexus, Management, Analysis, Financial Analysis, Finance, Microsoft Excel
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelors of Science in Business Administration, Information Systems
William McDermott's Morgan Stanley Experience 2005 - 2008
Job IT Professional / Project Manager
Industry Information Technology and Services
Experience
White Plains Hospital Center June 2008 - Present
Morgan Stanley 2005 - 2008
Lehman Brothers 1990 - 2004
Skills
Mainframe, Disaster Recovery, DB2, SQL, JCL, Data Management, CICS, COBOL, Team Building, MVS, Problem Solving, Data Analysis, Performance Tuning, Programming, Troubleshooting, Database Management, Relational Databases, Vendor Management, TSO, Strategic Planning, Analysis, Mentoring, z/OS, IBM Mainframe, Documentation, Program Management, SMP/E, Omegamon, BMC, IBM, RRDF, E-Net, Assembler, MS Project, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, VBA, Team Management, Project Management, Databases, IT Service Management, Leadership, Software Documentation, SDLC, Integration, Systems Analysis, Project Planning, Endeavor
Education
University of Notre Dame
BA, Government
White Plains Hospital Center June 2008 - Present
Morgan Stanley 2005 - 2008
Lehman Brothers 1990 - 2004
Skills
Mainframe, Disaster Recovery, DB2, SQL, JCL, Data Management, CICS, COBOL, Team Building, MVS, Problem Solving, Data Analysis, Performance Tuning, Programming, Troubleshooting, Database Management, Relational Databases, Vendor Management, TSO, Strategic Planning, Analysis, Mentoring, z/OS, IBM Mainframe, Documentation, Program Management, SMP/E, Omegamon, BMC, IBM, RRDF, E-Net, Assembler, MS Project, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, VBA, Team Management, Project Management, Databases, IT Service Management, Leadership, Software Documentation, SDLC, Integration, Systems Analysis, Project Planning, Endeavor
Education
University of Notre Dame
BA, Government
Matthew Heslin , CFA's Morgan Stanley Experience March 2004 - November 2014
Job Proprietary Trader at Gelber Group LLC
Industry Financial Services
Experience
Gelber Group LLC January 2015 - Present
Morgan Stanley March 2004 - November 2014
Trilogy Advisors 2000 - 2004
Flagship Fund, LLC 1998 - 2000
Dresdner Kleinwort Benson 1995 - 1998
SG Warburg 1993 - 1995
Skills
Fixed Income, Hedge Funds, Capital Markets, Derivatives, Portfolio Management, Equity Derivatives, Equity Trading, Equities, Electronic Trading, Bloomberg, Bonds, Series 7, Alternative Investments, Securities, Series 63
Education
University of Notre Dame
BA, cum laude, Politics, Philosophy, Economics
Gelber Group LLC January 2015 - Present
Morgan Stanley March 2004 - November 2014
Trilogy Advisors 2000 - 2004
Flagship Fund, LLC 1998 - 2000
Dresdner Kleinwort Benson 1995 - 1998
SG Warburg 1993 - 1995
Skills
Fixed Income, Hedge Funds, Capital Markets, Derivatives, Portfolio Management, Equity Derivatives, Equity Trading, Equities, Electronic Trading, Bloomberg, Bonds, Series 7, Alternative Investments, Securities, Series 63
Education
University of Notre Dame
BA, cum laude, Politics, Philosophy, Economics
Julie Carbia Julie Carbia's Morgan Stanley Experience March 2015 - Present
Job Vice President Internal Audit at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Genworth Financial November 2003 - September 2013
Skills
Human Resources, Insurance, Process Improvement, Policy Review, Risk Management, Vendor Management, Strategy, Project Management, Organizational..., Employee Benefits, Performance Management, Change Management, Recruiting, Organizational...
Education
University of Richmond 2009 — 2011
Masters in Human Resource Management, HR
University of North Carolina at Greensboro
Bachelor of Arts (BA), Communication
Morgan Stanley March 2015 - Present
Genworth Financial November 2003 - September 2013
Skills
Human Resources, Insurance, Process Improvement, Policy Review, Risk Management, Vendor Management, Strategy, Project Management, Organizational..., Employee Benefits, Performance Management, Change Management, Recruiting, Organizational...
Education
University of Richmond 2009 — 2011
Masters in Human Resource Management, HR
University of North Carolina at Greensboro
Bachelor of Arts (BA), Communication
Charles Cox's Morgan Stanley Experience June 2015 - Present
Job Registered Associate at Morgan Stanley
Industry Public Relations and Communications
Experience
Morgan Stanley June 2015 - Present
Fidelity Investments August 2014 - June 2015
Strategic Value Media July 2013 - July 2014
Historic Wilmington Foundation August 2012 - May 2013
UNC Wilmington 2009 - 2013
Empire GFX May 2012 - August 2012
Kona Ice April 2011 - September 2011
Lids Locker Room October 2010 - April 2011
Skills
PowerPoint, Customer Service, Magazines, Sales, Publishing, Social Media, Microsoft Office, Retail, Facebook, Microsoft Excel, Microsoft Word, Time Management, Public Relations, Event Planning, Social Networking, Advertising, Wordpress
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
University of North Carolina at Wilmington 2009 — 2013
Minor, Journalism
Morgan Stanley June 2015 - Present
Fidelity Investments August 2014 - June 2015
Strategic Value Media July 2013 - July 2014
Historic Wilmington Foundation August 2012 - May 2013
UNC Wilmington 2009 - 2013
Empire GFX May 2012 - August 2012
Kona Ice April 2011 - September 2011
Lids Locker Room October 2010 - April 2011
Skills
PowerPoint, Customer Service, Magazines, Sales, Publishing, Social Media, Microsoft Office, Retail, Facebook, Microsoft Excel, Microsoft Word, Time Management, Public Relations, Event Planning, Social Networking, Advertising, Wordpress
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
University of North Carolina at Wilmington 2009 — 2013
Minor, Journalism
Ben Ryan's Morgan Stanley Experience June 2013 - March 2014
Job Analyst at Hedgeye Risk Management, LLC
Industry Financial Services
Experience
Hedgeye Risk Management, LLC March 2014 - Present
Morgan Stanley June 2013 - March 2014
Nashville Predators April 2011 - April 2013
Hedgeye Risk Management, LLC July 2012 - September 2012
INTL FCStone Inc. May 2011 - August 2011
Skills
Financial Modeling, Hedge Funds, Valuation, Derivatives, Trading, Investment Banking, Capital Markets, Financial Analysis, Equities, Bloomberg, Microsoft Excel, Investments, Fixed Income
Education
University of Notre Dame 2007 — 2011
Hedgeye Risk Management, LLC March 2014 - Present
Morgan Stanley June 2013 - March 2014
Nashville Predators April 2011 - April 2013
Hedgeye Risk Management, LLC July 2012 - September 2012
INTL FCStone Inc. May 2011 - August 2011
Skills
Financial Modeling, Hedge Funds, Valuation, Derivatives, Trading, Investment Banking, Capital Markets, Financial Analysis, Equities, Bloomberg, Microsoft Excel, Investments, Fixed Income
Education
University of Notre Dame 2007 — 2011
Zach Alexander Zach Alexander's Morgan Stanley Experience June 2014 - June 2015
Job Investment Analyst at Hudson Executive Capital
Industry Investment Management
Experience
Hudson Executive Capital July 2015 - Present
Morgan Stanley June 2014 - June 2015
Morgan Stanley June 2013 - August 2013
Scalar Partners May 2012 - August 2012
Carolina Center for Public Service September 2010 - May 2012
Skills
Financial Modeling, Economics, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Research, Statistics, PowerPoint, Microsoft Excel, Analysis, Microsoft Office, Strategy
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (BA), Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Science (BS), Emphasis in Corporate Finance
Hudson Executive Capital July 2015 - Present
Morgan Stanley June 2014 - June 2015
Morgan Stanley June 2013 - August 2013
Scalar Partners May 2012 - August 2012
Carolina Center for Public Service September 2010 - May 2012
Skills
Financial Modeling, Economics, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Research, Statistics, PowerPoint, Microsoft Excel, Analysis, Microsoft Office, Strategy
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (BA), Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Science (BS), Emphasis in Corporate Finance
Jeff Burkett's Morgan Stanley Experience August 2007 - January 2012
Job Investment Banking and Corporate Finance professional
Industry Investment Banking
Experience
Harris Williams & Co. May 2012 - Present
Morgan Stanley August 2007 - January 2012
Atlantic Capital January 2004 - June 2005
Bloomberg May 2002 - December 2003
Arthur Andersen September 2001 - April 2002
Skills
Investment Banking, Equities, IPO, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Due Diligence, Bloomberg, Corporate Finance, Capital Markets, Mergers, Asset Managment, Investments, Risk Management, Fixed Income, Credit Analysis, Financial Reporting, Private Equity, Strategic Financial...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
Wake Forest University 1997 — 2001
BS
Harris Williams & Co. May 2012 - Present
Morgan Stanley August 2007 - January 2012
Atlantic Capital January 2004 - June 2005
Bloomberg May 2002 - December 2003
Arthur Andersen September 2001 - April 2002
Skills
Investment Banking, Equities, IPO, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Due Diligence, Bloomberg, Corporate Finance, Capital Markets, Mergers, Asset Managment, Investments, Risk Management, Fixed Income, Credit Analysis, Financial Reporting, Private Equity, Strategic Financial...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
Wake Forest University 1997 — 2001
BS
Alex Adamson's Morgan Stanley Experience June 2002 - July 2004
Job Managing Director at Oberndorf Enterprises
Industry Investment Management
Experience
Oberndorf Enterprises March 2013 - Present
Mission Dolores Academy September 2013 - Present
Maverick Capital August 2004 - February 2013
Morgan Stanley June 2002 - July 2004
Education
University of Notre Dame 1998 — 2002
Bachelor of Arts (B.A.), Economics & French, Summa Cum Laude
J.K. Mullen High School 1994 — 1998
Oberndorf Enterprises March 2013 - Present
Mission Dolores Academy September 2013 - Present
Maverick Capital August 2004 - February 2013
Morgan Stanley June 2002 - July 2004
Education
University of Notre Dame 1998 — 2002
Bachelor of Arts (B.A.), Economics & French, Summa Cum Laude
J.K. Mullen High School 1994 — 1998
Benjamin Perossa's Morgan Stanley Experience January 2003 - May 2008
Job Investment Banking Associate (Consumer, Healthcare & Gaming)
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities May 2013 - August 2013
Ogeechee Steel, Inc. May 2008 - September 2011
Morgan Stanley January 2003 - May 2008
JPMorgan Chase September 2001 - July 2002
Skills
Financial Modeling, Project Management, Project Estimation, Logistics, Relationship Management, Cross Selling, Team Leadership, Managing Project Budgets, Equity Financing..., Prime Brokerage, Long/Short Equity, Risk Arbitrage, Global Macro, US Equities, Equity Swaps, Fixed Income, Foreign Exchange, U.S. Equity Options, Foreign Listed Options, Special-Purpose..., Warrants, PIPEs, Securities Lending, Non-Market Risk, Portfolio Accounting, Corporate Actions, Vendor Management, Third Party Reporting, Workgroups, Platform Development, New Hire Training, Portfolio Margin, Microsoft Excel, PowerPoint, Microsoft Word, Options, Portfolio Management, Equities, Securities, Investment Management, Investment Banking, Client Services, Alternative Investments, Bloomberg, Hedge Funds, Equity Research, Equity Valuation, Capital Markets, Emerging Markets, Financial Analysis
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Real Estate
University of Notre Dame 1996 — 2001
Bachelor of Arts (B.A.), Economics and Government & International Studies
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities May 2013 - August 2013
Ogeechee Steel, Inc. May 2008 - September 2011
Morgan Stanley January 2003 - May 2008
JPMorgan Chase September 2001 - July 2002
Skills
Financial Modeling, Project Management, Project Estimation, Logistics, Relationship Management, Cross Selling, Team Leadership, Managing Project Budgets, Equity Financing..., Prime Brokerage, Long/Short Equity, Risk Arbitrage, Global Macro, US Equities, Equity Swaps, Fixed Income, Foreign Exchange, U.S. Equity Options, Foreign Listed Options, Special-Purpose..., Warrants, PIPEs, Securities Lending, Non-Market Risk, Portfolio Accounting, Corporate Actions, Vendor Management, Third Party Reporting, Workgroups, Platform Development, New Hire Training, Portfolio Margin, Microsoft Excel, PowerPoint, Microsoft Word, Options, Portfolio Management, Equities, Securities, Investment Management, Investment Banking, Client Services, Alternative Investments, Bloomberg, Hedge Funds, Equity Research, Equity Valuation, Capital Markets, Emerging Markets, Financial Analysis
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Real Estate
University of Notre Dame 1996 — 2001
Bachelor of Arts (B.A.), Economics and Government & International Studies
Shannon T. McMillan's Morgan Stanley Experience August 2007 - Present
Job Legal & Compliance Morgan Stanley & Co., Inc.
Industry Investment Banking
Experience
Morgan Stanley August 2007 - Present
Merrill Lynch 2004 - 2007
Education
University of North Carolina at Charlotte 1995 — 2000
Morgan Stanley August 2007 - Present
Merrill Lynch 2004 - 2007
Education
University of North Carolina at Charlotte 1995 — 2000
Jon Yourkoski's Morgan Stanley Experience August 2014 - Present
Job Head of North America Communications Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley January 2011 - Present
Morgan Stanley December 2007 - January 2011
Morgan Stanley December 2005 - December 2007
Morgan Stanley August 2002 - December 2005
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Corporate Finance, Capital Markets, Corporate Development, LBO, Investments, Mergers, Venture Capital, Equities, Emerging Markets, Due Diligence, Fixed Income, Equity Capital Markets, Portfolio Management, Asset Managment, Leveraged Finance, Financial Analysis, Equity Research, Alternative Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Corporate Finance Concentration
University of Washington 1992 — 1996
BS, Mechanical Engineering
Interlake 1988 — 1992
High School
Morgan Stanley August 2014 - Present
Morgan Stanley January 2011 - Present
Morgan Stanley December 2007 - January 2011
Morgan Stanley December 2005 - December 2007
Morgan Stanley August 2002 - December 2005
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Corporate Finance, Capital Markets, Corporate Development, LBO, Investments, Mergers, Venture Capital, Equities, Emerging Markets, Due Diligence, Fixed Income, Equity Capital Markets, Portfolio Management, Asset Managment, Leveraged Finance, Financial Analysis, Equity Research, Alternative Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Corporate Finance Concentration
University of Washington 1992 — 1996
BS, Mechanical Engineering
Interlake 1988 — 1992
High School
Todd Bornholtz's Morgan Stanley Experience April 2004 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2004 - Present
Skills
Business Strategy, Series 7
Education
University of North Texas 1998 — 2003
Morgan Stanley April 2004 - Present
Skills
Business Strategy, Series 7
Education
University of North Texas 1998 — 2003
M. Charles Ray's Morgan Stanley Experience July 2012 - June 2014
Job at
Industry Banking
Experience
Jefferies Finance LLC July 2014 - Present
Morgan Stanley July 2012 - June 2014
Royal Bank of Scotland August 2010 - July 2012
Deutsche Bank November 2003 - January 2009
Skills
Loans, Banking, Back Office, Middle Office, Settlement, Credit, Microsoft Excel, Derivatives, Capital Markets, Portfolio Management, Structured Products
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, Finance
Jefferies Finance LLC July 2014 - Present
Morgan Stanley July 2012 - June 2014
Royal Bank of Scotland August 2010 - July 2012
Deutsche Bank November 2003 - January 2009
Skills
Loans, Banking, Back Office, Middle Office, Settlement, Credit, Microsoft Excel, Derivatives, Capital Markets, Portfolio Management, Structured Products
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, Finance
Frank Gagliano's Morgan Stanley Experience January 2003 - March 2006
Job Product Manager
Industry Financial Services
Experience
Pershing LLC October 2006 - Present
Unger Software Corporation March 2006 - October 2007
Morgan Stanley January 2003 - March 2006
Skills
Series 7, Vendor Management, CRM, Financial Services, Relationship Management, Product Management, Strategy, IT Strategy, Integration, Management, Securities, Strategic Financial..., Business Relationship..., Business Analysis, Equities, Investment Banking, Mutual Funds, Portfolio Management, Series 63
Education
University of North Carolina at Wilmington 1994 — 1998
Bachelor's degree in Marketing, Marketing
Suffern High School 1990 — 1994
High School
Pershing LLC October 2006 - Present
Unger Software Corporation March 2006 - October 2007
Morgan Stanley January 2003 - March 2006
Skills
Series 7, Vendor Management, CRM, Financial Services, Relationship Management, Product Management, Strategy, IT Strategy, Integration, Management, Securities, Strategic Financial..., Business Relationship..., Business Analysis, Equities, Investment Banking, Mutual Funds, Portfolio Management, Series 63
Education
University of North Carolina at Wilmington 1994 — 1998
Bachelor's degree in Marketing, Marketing
Suffern High School 1990 — 1994
High School
John Dickinson's Morgan Stanley Experience January 2015 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley January 2012 - January 2015
Morgan Stanley January 2009 - January 2012
Morgan Stanley August 2005 - December 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Finance
University of Virginia 1995 — 1999
Bachelor or Arts, Economic
Morgan Stanley January 2015 - Present
Morgan Stanley January 2012 - January 2015
Morgan Stanley January 2009 - January 2012
Morgan Stanley August 2005 - December 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Finance
University of Virginia 1995 — 1999
Bachelor or Arts, Economic
Dominique Felder's Morgan Stanley Experience November 2014 - July 2015
Job Independent Marketing/Advertising Consultant
Industry Marketing and Advertising
Experience
Morgan Stanley November 2014 - July 2015
Morgan Stanley July 2014 - November 2014
MAUDE December 2013 - April 2014
Sudler & Hennessey March 2013 - July 2013
Rosetta December 2012 - February 2013
Atmosphere Proximity February 2011 - July 2012
RTCRM August 2010 - December 2010
Ansible Mobile August 2007 - May 2010
Draftfcb July 2005 - August 2007
Skills
Integrated Marketing, Creative Direction, Digital Strategy, Online Advertising, Television, Strategic Planning, Project Management, Marketing, Brand Development, Budgets, New Media, Video, Social Media Marketing, Creative Strategy, Interactive Advertising, Direct Mail, Program Management
Education
University of North Carolina at Charlotte
BA, Communications/Mass Media
Morgan Stanley November 2014 - July 2015
Morgan Stanley July 2014 - November 2014
MAUDE December 2013 - April 2014
Sudler & Hennessey March 2013 - July 2013
Rosetta December 2012 - February 2013
Atmosphere Proximity February 2011 - July 2012
RTCRM August 2010 - December 2010
Ansible Mobile August 2007 - May 2010
Draftfcb July 2005 - August 2007
Skills
Integrated Marketing, Creative Direction, Digital Strategy, Online Advertising, Television, Strategic Planning, Project Management, Marketing, Brand Development, Budgets, New Media, Video, Social Media Marketing, Creative Strategy, Interactive Advertising, Direct Mail, Program Management
Education
University of North Carolina at Charlotte
BA, Communications/Mass Media
Laura Holt, CFP (R)'s Morgan Stanley Experience 1999 - 2000
Job Strategic Leadership & Business Development
Industry Financial Services
Experience
BOK Financial 2013 - Present
Southwest Securities 2008 - 2013
Southwest Securities 2005 - 2008
Southwest Securities 2002 - 2005
HD Vest Financial Services 2000 - 2002
Morgan Stanley 1999 - 2000
Skills
Business Analysis, Financial Modeling, Business Development, Strategic Planning, Project Management, Leadership, Financial Services, Strategic Financial..., Benchmarking, Best Practices, Change Management, Cost Control, Cross Functional Team..., Customer Retention, New Product..., Financial Analysis, Strategic Communications, Risk Management, Due Diligence, Scenario Planning, Balanced Scorecard, Mergers & Acquisitions, Performance Metrics, Compensation Strategies, Market Research, Contract Negotiation, Sales Channel..., Corporate Communications, Brand Development, Series 7, Wealth Management, Alternative Investments, Series 24
Education
University of North Texas 1994 — 1999
BBA, Finance & Economics
Securities Industry Institute - The Wharton School of Business 2009 — 2011
BOK Financial 2013 - Present
Southwest Securities 2008 - 2013
Southwest Securities 2005 - 2008
Southwest Securities 2002 - 2005
HD Vest Financial Services 2000 - 2002
Morgan Stanley 1999 - 2000
Skills
Business Analysis, Financial Modeling, Business Development, Strategic Planning, Project Management, Leadership, Financial Services, Strategic Financial..., Benchmarking, Best Practices, Change Management, Cost Control, Cross Functional Team..., Customer Retention, New Product..., Financial Analysis, Strategic Communications, Risk Management, Due Diligence, Scenario Planning, Balanced Scorecard, Mergers & Acquisitions, Performance Metrics, Compensation Strategies, Market Research, Contract Negotiation, Sales Channel..., Corporate Communications, Brand Development, Series 7, Wealth Management, Alternative Investments, Series 24
Education
University of North Texas 1994 — 1999
BBA, Finance & Economics
Securities Industry Institute - The Wharton School of Business 2009 — 2011
Rhonda Yee's Morgan Stanley Experience September 2003 - October 2011
Job Vice President, Operational Risk Manager at PNC
Industry Financial Services
Experience
PNC Mortgage October 2011 - Present
Morgan Stanley September 2003 - October 2011
JP Morgan Chase April 2001 - August 2003
Old Kent Mortgage Company November 2000 - March 2001
GE Capital March 1998 - November 2000
AmerUs Mortgage February 1992 - February 1998
Skills
Credit Risk, Mortgage Underwriting, Quality Assurance, Quality Control, Risk Management, Business Analysis, Six Sigma, Process Improvement, Underwriting, Risk Analysis, Operational Risk..., Enterprise Risk..., Management, Analysis, Operational Risk, Leadership, Strategic Financial..., Basel II, Fraud, Internal Audit, Treasury Management, Banking, Credit, Mortgage Lending, Project Management, Refinance, Securitization
Education
University of Northern Iowa
B.A., Finance
Villanova University
Black Belt, Six Sigma
PNC Mortgage October 2011 - Present
Morgan Stanley September 2003 - October 2011
JP Morgan Chase April 2001 - August 2003
Old Kent Mortgage Company November 2000 - March 2001
GE Capital March 1998 - November 2000
AmerUs Mortgage February 1992 - February 1998
Skills
Credit Risk, Mortgage Underwriting, Quality Assurance, Quality Control, Risk Management, Business Analysis, Six Sigma, Process Improvement, Underwriting, Risk Analysis, Operational Risk..., Enterprise Risk..., Management, Analysis, Operational Risk, Leadership, Strategic Financial..., Basel II, Fraud, Internal Audit, Treasury Management, Banking, Credit, Mortgage Lending, Project Management, Refinance, Securitization
Education
University of Northern Iowa
B.A., Finance
Villanova University
Black Belt, Six Sigma
Steven K. Hendrickson's Morgan Stanley Experience February 2006 - July 2006
Job Vice President Operations
Industry Financial Services
Experience
Lenger Financial February 2007 - Present
Morgan Stanley February 2006 - July 2006
Smith Barney September 2005 - February 2006
Skills
Investments, Portfolio Management, Finance, Risk Management, Leadership, Wealth Management, Insurance, Financial Analysis, Business Strategy, Loans, Investment Management, Microsoft Word
Education
University of North Florida 2006 — 2010
Financial Services
Lenger Financial February 2007 - Present
Morgan Stanley February 2006 - July 2006
Smith Barney September 2005 - February 2006
Skills
Investments, Portfolio Management, Finance, Risk Management, Leadership, Wealth Management, Insurance, Financial Analysis, Business Strategy, Loans, Investment Management, Microsoft Word
Education
University of North Florida 2006 — 2010
Financial Services
Susan Jarrett's Morgan Stanley Experience Telecommunications ManagerDeutsche Bank1982 - 1986
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Telecommunications ManagerDeutsche Bank1982 - 1986
Education
University of North Carolina at Greensboro
Morgan Stanley Telecommunications ManagerDeutsche Bank1982 - 1986
Education
University of North Carolina at Greensboro
Kyle Marshburn's Morgan Stanley Experience October 2010 - April 2011
Job Head of Sales Reporting and Goal Setting at Citi
Industry Banking
Experience
Citi July 2015 - Present
Citi April 2012 - July 2015
Bank of America (via ZeroChaos) April 2011 - April 2012
Morgan Stanley October 2010 - April 2011
Wachovia, A Wells Fargo Company March 2008 - October 2010
Wachovia June 2006 - March 2008
Skills
Banking, Analytics, Business Development, Business Intelligence, Finance, Leadership, Loans, Performance Management, Risk Management, Small Business Lending, Strategy, Credit
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
University of Maastricht (Netherlands) 2005 — 2005
Citi July 2015 - Present
Citi April 2012 - July 2015
Bank of America (via ZeroChaos) April 2011 - April 2012
Morgan Stanley October 2010 - April 2011
Wachovia, A Wells Fargo Company March 2008 - October 2010
Wachovia June 2006 - March 2008
Skills
Banking, Analytics, Business Development, Business Intelligence, Finance, Leadership, Loans, Performance Management, Risk Management, Small Business Lending, Strategy, Credit
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
University of Maastricht (Netherlands) 2005 — 2005
Lawrence Paes's Morgan Stanley Experience May 2004 - January 2012
Job Senior Financial Analyst at AIG
Industry Financial Services
Experience
AIG January 2012 - Present
Morgan Stanley May 2004 - January 2012
Skills
Portfolio Management, Budgets, Financial Services, Risk Management, Financial Analysis, Asset Managment, Finance, Analysis, Asset Management, Investments, Due Diligence, Valuation, Strategic Financial..., Financial Modeling, Corporate Finance, Strategy, Financial Reporting, Mergers & Acquisitions, Vendor Management, Managerial Finance, Business Process..., Forecasting, Accounting, Business Analysis, Private Equity
Education
University of North Carolina at Greensboro 1997 — 2001
AIG January 2012 - Present
Morgan Stanley May 2004 - January 2012
Skills
Portfolio Management, Budgets, Financial Services, Risk Management, Financial Analysis, Asset Managment, Finance, Analysis, Asset Management, Investments, Due Diligence, Valuation, Strategic Financial..., Financial Modeling, Corporate Finance, Strategy, Financial Reporting, Mergers & Acquisitions, Vendor Management, Managerial Finance, Business Process..., Forecasting, Accounting, Business Analysis, Private Equity
Education
University of North Carolina at Greensboro 1997 — 2001
Bill Knight's Morgan Stanley Experience September 1997 - August 1999
Job Principal at Drake Capital Advisors
Industry Investment Management
Experience
Drake Capital Advisors January 2006 - Present
Elm Ridge Capital May 2004 - December 2005
Credit Suisse Asset Management November 2000 - April 2004
Credit Suisse First Boston September 1999 - October 2000
Morgan Stanley September 1997 - August 1999
U.S. Navy May 1990 - May 1995
Skills
Hedge Funds, Fund Of Funds, Asset Managment, Equities, Alternative Investments, Investments, Investment Management, Asset Allocation, Portfolio Management, Securities, Mutual Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1997
MBA
University of Virginia 1986 — 1990
Bachelor of Arts (B.A.), Economics
Drake Capital Advisors January 2006 - Present
Elm Ridge Capital May 2004 - December 2005
Credit Suisse Asset Management November 2000 - April 2004
Credit Suisse First Boston September 1999 - October 2000
Morgan Stanley September 1997 - August 1999
U.S. Navy May 1990 - May 1995
Skills
Hedge Funds, Fund Of Funds, Asset Managment, Equities, Alternative Investments, Investments, Investment Management, Asset Allocation, Portfolio Management, Securities, Mutual Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1997
MBA
University of Virginia 1986 — 1990
Bachelor of Arts (B.A.), Economics
Elizabeth Haberkorn's Morgan Stanley Experience 1996 - 2007
Job Consultant at Treliant Risk Advisors
Industry Financial Services
Experience
Treliant Risk Advisors May 2010 - July 2014
Morgan Stanley 1996 - 2007
Credit Suisse First Boston 1991 - 1996
Security Pacific National Bank 1986 - 1991
City Federal Savings and Loan 1986 - 1988
Skills
Securitization, Banking, Loans, Capital Markets, Portfolio Management, Real Estate, Mortgage Lending, Structured Finance, Fixed Income, Valuation, Commercial Mortgages, Business Development, Asset Management, Financial Structuring, Due Diligence, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1984
Treliant Risk Advisors May 2010 - July 2014
Morgan Stanley 1996 - 2007
Credit Suisse First Boston 1991 - 1996
Security Pacific National Bank 1986 - 1991
City Federal Savings and Loan 1986 - 1988
Skills
Securitization, Banking, Loans, Capital Markets, Portfolio Management, Real Estate, Mortgage Lending, Structured Finance, Fixed Income, Valuation, Commercial Mortgages, Business Development, Asset Management, Financial Structuring, Due Diligence, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1984
Lynn Perkins's Morgan Stanley Experience 1986 - 2006
Job Chief Financial Officer at First Eagle Investment Management
Industry Financial Services
Experience
First Eagle Investment Management February 2013 - Present
Credit Suisse April 2011 - February 2013
Perella Weinberg Partners May 2006 - September 2010
Morgan Stanley 1986 - 2006
Skills
Hedge Funds, Investment Banking, Bonds, Structured Products, Financial Structuring, Risk Management, Mutual Funds, Financial Advisory, Securities Regulation, Corporate Development, Credit, Restructuring, Wealth Management, Credit Risk, Finance, Investment Advisory, Structured Finance, Financial Services, Alternative Investments, Strategy, Funding, Asset Management, Investments, Management
Education
University of North Carolina at Greensboro
Bachelor of Science (BS), Accounting, Minor in Economics
First Eagle Investment Management February 2013 - Present
Credit Suisse April 2011 - February 2013
Perella Weinberg Partners May 2006 - September 2010
Morgan Stanley 1986 - 2006
Skills
Hedge Funds, Investment Banking, Bonds, Structured Products, Financial Structuring, Risk Management, Mutual Funds, Financial Advisory, Securities Regulation, Corporate Development, Credit, Restructuring, Wealth Management, Credit Risk, Finance, Investment Advisory, Structured Finance, Financial Services, Alternative Investments, Strategy, Funding, Asset Management, Investments, Management
Education
University of North Carolina at Greensboro
Bachelor of Science (BS), Accounting, Minor in Economics
Amy Persohn's Morgan Stanley Experience September 1998 - June 2005
Job Chief Operating Officer
Industry Investment Management
Experience
Deutsche Bank June 2005 - October 2012
Morgan Stanley September 1998 - June 2005
Skills
Investment Banking, Securities, Equities, Capital Markets, Hedge Funds, Financial Modeling, Private Equity, Fixed Income, Asset Management, Derivatives, Corporate Finance, Valuation, Mergers & Acquisitions
Education
University of Notre Dame 1994 — 1998
Bachelors, Accounting, Cum Laude
Deutsche Bank June 2005 - October 2012
Morgan Stanley September 1998 - June 2005
Skills
Investment Banking, Securities, Equities, Capital Markets, Hedge Funds, Financial Modeling, Private Equity, Fixed Income, Asset Management, Derivatives, Corporate Finance, Valuation, Mergers & Acquisitions
Education
University of Notre Dame 1994 — 1998
Bachelors, Accounting, Cum Laude
Ryan Hubbard's Morgan Stanley Experience 2006 - 2009
Job Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2015 - Present
Stone Key Partners 2009 - April 2015
Morgan Stanley 2006 - 2009
Skills
Investment Banking, Mergers & Acquisitions, Deal Execution, Deal Structuring, Valuation, Due Diligence, Corporate Finance, Private Equity, Corporate Law, Financial Modeling, Leveraged Finance, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
MBA, Finance
University of North Carolina School of Law 2002 — 2006
Juris Doctor with Honors
University of North Carolina at Chapel Hill 1996 — 2000
BS, Biology
SunTrust Robinson Humphrey April 2015 - Present
Stone Key Partners 2009 - April 2015
Morgan Stanley 2006 - 2009
Skills
Investment Banking, Mergers & Acquisitions, Deal Execution, Deal Structuring, Valuation, Due Diligence, Corporate Finance, Private Equity, Corporate Law, Financial Modeling, Leveraged Finance, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
MBA, Finance
University of North Carolina School of Law 2002 — 2006
Juris Doctor with Honors
University of North Carolina at Chapel Hill 1996 — 2000
BS, Biology
Jon Cummings's Morgan Stanley Experience June 2011 - August 2011
Job Westbrook Partners
Industry Commercial Real Estate
Experience
Westbrook Partners July 2012 - Present
Morgan Stanley June 2011 - August 2011
The JBG Companies April 2007 - June 2010
CapitalSource April 2006 - April 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance
Georgetown University
BA, Government
The Kent School
New Trier High School
Westbrook Partners July 2012 - Present
Morgan Stanley June 2011 - August 2011
The JBG Companies April 2007 - June 2010
CapitalSource April 2006 - April 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance
Georgetown University
BA, Government
The Kent School
New Trier High School
Betsy Steckel's Morgan Stanley Experience July 2008 - Present
Job Independent Beauty Consultant at Betsy Steckel, Mary Kay Independent Beauty Consultant
Industry Financial Services
Experience
Betsy Steckel, Mary Kay Independent Beauty Consultant January 2015 - Present
Morgan Stanley July 2008 - Present
Security Title June 2001 - January 2006
Skills
Customer Service, Confidentiality, Event Planning, Training, PowerPoint, Outlook, Payroll, Microsoft Excel, Referrals, Administrative..., PeopleSoft, QuickBooks, Lotus Notes, Marketing, Data Entry, Highly detail oriented
Education
University of Phoenix 2006 — 2007
Masters, Elementary Education
University of Northern Colorado 1997 — 2001
Bachelor's Degree, Speech Communication and Rhetoric
Betsy Steckel, Mary Kay Independent Beauty Consultant January 2015 - Present
Morgan Stanley July 2008 - Present
Security Title June 2001 - January 2006
Skills
Customer Service, Confidentiality, Event Planning, Training, PowerPoint, Outlook, Payroll, Microsoft Excel, Referrals, Administrative..., PeopleSoft, QuickBooks, Lotus Notes, Marketing, Data Entry, Highly detail oriented
Education
University of Phoenix 2006 — 2007
Masters, Elementary Education
University of Northern Colorado 1997 — 2001
Bachelor's Degree, Speech Communication and Rhetoric
Rich Drozd's Morgan Stanley Experience January 1994 - February 1996
Job Executive Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan August 1998 - Present
Morgan Stanley January 1994 - February 1996
Ernst & Young August 1991 - January 1994
Skills
Fixed Income, Derivatives, Electronic Trading, Structured Products, Series 7, Investment Banking, ABS, Interest Rate Swaps
Education
UNC Chapel Hill 1996 — 1998
MBA, MBA
Saint John's University 1987 — 1991
BS, Accounting
JP Morgan August 1998 - Present
Morgan Stanley January 1994 - February 1996
Ernst & Young August 1991 - January 1994
Skills
Fixed Income, Derivatives, Electronic Trading, Structured Products, Series 7, Investment Banking, ABS, Interest Rate Swaps
Education
UNC Chapel Hill 1996 — 1998
MBA, MBA
Saint John's University 1987 — 1991
BS, Accounting
James Houston's Morgan Stanley Experience January 2000 - July 2001
Job Underwriter at Fairview Real Estate Solutions
Industry Real Estate
Experience
Fairview Real Estate Solutions October 2014 - Present
DEVAL, LLC November 2008 - October 2014
JPMorgan Chase February 2002 - November 2009
Morgan Stanley January 2000 - July 2001
AMRESCO October 1997 - January 2000
AEGON USA February 1992 - June 1997
Skills
Due Diligence, Underwriting, Valuation, Banking, Real Estate, Portfolio Management, CMBS, Capital Markets, Commercial Real Estate, Loans, Mergers & Acquisitions, Investments, Loan Origination, Asset Management, Mortgage Lending, Sales
Education
University of Northern Iowa 1987 — 1991
BA, Accounting and Finance
Fairview Real Estate Solutions October 2014 - Present
DEVAL, LLC November 2008 - October 2014
JPMorgan Chase February 2002 - November 2009
Morgan Stanley January 2000 - July 2001
AMRESCO October 1997 - January 2000
AEGON USA February 1992 - June 1997
Skills
Due Diligence, Underwriting, Valuation, Banking, Real Estate, Portfolio Management, CMBS, Capital Markets, Commercial Real Estate, Loans, Mergers & Acquisitions, Investments, Loan Origination, Asset Management, Mortgage Lending, Sales
Education
University of Northern Iowa 1987 — 1991
BA, Accounting and Finance
Travis Bartoshek's Morgan Stanley Experience August 2015 - Present
Job Financial Advisor with Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Travis Bartoshek Imaging July 2008 - Present
Education
University of North Texas 2003 — 2006
Bachelor of Arts (BA)
Morgan Stanley August 2015 - Present
Travis Bartoshek Imaging July 2008 - Present
Education
University of North Texas 2003 — 2006
Bachelor of Arts (BA)
Michael Myrtetus's Morgan Stanley Experience January 1989 - May 2007
Job Trader at Gelber Group LLC
Industry Financial Services
Experience
Gelber Group LLC November 2010 - Present
Chopper Trading March 2010 - November 2010
Morgan Stanley January 1989 - May 2007
Education
University of North Carolina at Greensboro
Gelber Group LLC November 2010 - Present
Chopper Trading March 2010 - November 2010
Morgan Stanley January 1989 - May 2007
Education
University of North Carolina at Greensboro
Jennifer Jamen's Morgan Stanley Experience February 2009 - June 2011
Job AVP, Notice Compliance at Bank of America
Industry Financial Services
Experience
Bank of America June 2011 - Present
Saxon Mortgage February 2009 - June 2011
Morgan Stanley February 2009 - June 2011
Innovative Business Software December 2006 - December 2008
Countrywide 2006 - 2006
Education
University of North Texas 1993 — 2000
BA, English
Bank of America June 2011 - Present
Saxon Mortgage February 2009 - June 2011
Morgan Stanley February 2009 - June 2011
Innovative Business Software December 2006 - December 2008
Countrywide 2006 - 2006
Education
University of North Texas 1993 — 2000
BA, English
Trey Ramsey's Morgan Stanley Experience July 2006 - March 2009
Job Vice President, Small Commercial North America at SunEdison
Industry Renewables & Environment
Experience
SunEdison December 2014 - Present
SunEdison September 2013 - November 2014
SunEdison April 2012 - August 2013
SunEdison October 2011 - April 2012
Brand Energy & Infrastructure Services, Inc. August 2011 - October 2011
Brand Energy & Infrastructure Services, Inc. March 2011 - August 2011
Brand Energy & Infrastructure Services, Inc. July 2009 - February 2011
Morgan Stanley July 2006 - March 2009
Skills
Business Strategy, Strategic Planning, Due Diligence, Financial Modeling, Valuation, Negotiation, Business Acquisition, Acquisition Integration, Corporate Finance, Financial Forecasting, Sales Management, Contract Management, New Business Development
Education
University of North Carolina at Chapel Hill
Bachelor of Science, Business Administration
SunEdison December 2014 - Present
SunEdison September 2013 - November 2014
SunEdison April 2012 - August 2013
SunEdison October 2011 - April 2012
Brand Energy & Infrastructure Services, Inc. August 2011 - October 2011
Brand Energy & Infrastructure Services, Inc. March 2011 - August 2011
Brand Energy & Infrastructure Services, Inc. July 2009 - February 2011
Morgan Stanley July 2006 - March 2009
Skills
Business Strategy, Strategic Planning, Due Diligence, Financial Modeling, Valuation, Negotiation, Business Acquisition, Acquisition Integration, Corporate Finance, Financial Forecasting, Sales Management, Contract Management, New Business Development
Education
University of North Carolina at Chapel Hill
Bachelor of Science, Business Administration
Bill McGaughey's Morgan Stanley Experience October 2010 - Present
Job Executive Director
Industry Banking
Experience
Morgan Stanley October 2010 - Present
Excel National Bank March 2008 - October 2010
NAGGL 1990 - 2010
Temecula Valley Bank 2004 - 2007
Bank of the West April 1990 - November 2004
Skills
Small Business Lending, Commercial Lending, Loans, Secondary Market, SBA, Cash Flow Lending, Due Diligence, SBA 504, Real Estate Economics, Commercial Mortgages, Commercial Banking, Real Estate, Commercial Real Estate, Portfolio Management, Investments, Mortgage Lending, Credit Analysis, Credit, Financial Structuring, Asset Based Lending, Loan Origination
Education
University of Northern Colorado 1975 — 1979
B.S., Business/Accounting
Morgan Stanley October 2010 - Present
Excel National Bank March 2008 - October 2010
NAGGL 1990 - 2010
Temecula Valley Bank 2004 - 2007
Bank of the West April 1990 - November 2004
Skills
Small Business Lending, Commercial Lending, Loans, Secondary Market, SBA, Cash Flow Lending, Due Diligence, SBA 504, Real Estate Economics, Commercial Mortgages, Commercial Banking, Real Estate, Commercial Real Estate, Portfolio Management, Investments, Mortgage Lending, Credit Analysis, Credit, Financial Structuring, Asset Based Lending, Loan Origination
Education
University of Northern Colorado 1975 — 1979
B.S., Business/Accounting
Suzn Head's Morgan Stanley Experience 1987 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Keegan 2004 - 2005
Swingvote 2003 - 2004
Morgan Stanley 1987 - 2003
Education
University of North Carolina at Chapel Hill 1972 — 1975
BA, Zoology
Morgan Keegan 2004 - 2005
Swingvote 2003 - 2004
Morgan Stanley 1987 - 2003
Education
University of North Carolina at Chapel Hill 1972 — 1975
BA, Zoology
Larry Zimont's Morgan Stanley Experience August 2004 - February 2007
Job President at Ethan Lord Jewelers
Industry Luxury Goods & Jewelry
Experience
Ethan Lord Jewelers April 2008 - Present
Discover Financial Services February 2007 - April 2008
Morgan Stanley August 2004 - February 2007
BearingPoint August 2000 - July 2004
Skills
Project Management, Business Strategy, Strategic Planning, Marketing Strategy, New Business Development, Sales Management, Management Consulting, Marketing, Retail, E-commerce, CRM, Strategy, Competitive Analysis, Sales, Product Development, Account Management, Management, Customer Service
Education
University of Notre Dame 1996 — 2000
Bachelor of Arts, Business Administration, Computer Programming and Sociology
Ethan Lord Jewelers April 2008 - Present
Discover Financial Services February 2007 - April 2008
Morgan Stanley August 2004 - February 2007
BearingPoint August 2000 - July 2004
Skills
Project Management, Business Strategy, Strategic Planning, Marketing Strategy, New Business Development, Sales Management, Management Consulting, Marketing, Retail, E-commerce, CRM, Strategy, Competitive Analysis, Sales, Product Development, Account Management, Management, Customer Service
Education
University of Notre Dame 1996 — 2000
Bachelor of Arts, Business Administration, Computer Programming and Sociology
Tyler Daluz's Morgan Stanley Experience August 2014 - Present
Job Vice President, Global Sustainable Finance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Citi August 2010 - July 2014
Citigroup September 2007 - August 2010
PRISMA Microfinance of Peru June 2007 - July 2007
University of North Carolina at Chapel Hill December 2004 - May 2006
Skills
Grassroots Fundraising, Media Relations, Microsoft Office, Social Media..., Employee Engagement, Qualitative Research, Community Outreach, Cross-functional Team..., Competitive Analysis, Corporate Sustainability, Sustainability Reporting, Environmental Science, Corporate Social..., Corporate Communications, Marketing Communications, Leadership, Strategy, Fundraising
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Environmental Studies and International Relations
Morgan Stanley August 2014 - Present
Citi August 2010 - July 2014
Citigroup September 2007 - August 2010
PRISMA Microfinance of Peru June 2007 - July 2007
University of North Carolina at Chapel Hill December 2004 - May 2006
Skills
Grassroots Fundraising, Media Relations, Microsoft Office, Social Media..., Employee Engagement, Qualitative Research, Community Outreach, Cross-functional Team..., Competitive Analysis, Corporate Sustainability, Sustainability Reporting, Environmental Science, Corporate Social..., Corporate Communications, Marketing Communications, Leadership, Strategy, Fundraising
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Environmental Studies and International Relations
Eric Jou's Morgan Stanley Experience October 2014 - Present
Job Complex Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
MetLife May 2007 - July 2014
New England Financial March 2002 - August 2004
John Hancock Financial Services October 2001 - March 2002
Skills
Compliance, FINRA, Series 24, Series 7, Series 63, Series 55, Securities, Insurance, SEC, Suitability Analysis, Risk Management, AML, Correspondence Analysis, ERISA, HIPAA, Financial Markets, Back Office, Office Equipment, Retirement Planning, Life Insurance, Fixed Annuities, Disability Insurance, Project Management
Education
University of North Carolina at Charlotte
Morgan Stanley October 2014 - Present
MetLife May 2007 - July 2014
New England Financial March 2002 - August 2004
John Hancock Financial Services October 2001 - March 2002
Skills
Compliance, FINRA, Series 24, Series 7, Series 63, Series 55, Securities, Insurance, SEC, Suitability Analysis, Risk Management, AML, Correspondence Analysis, ERISA, HIPAA, Financial Markets, Back Office, Office Equipment, Retirement Planning, Life Insurance, Fixed Annuities, Disability Insurance, Project Management
Education
University of North Carolina at Charlotte
Joseph Sipper's Morgan Stanley Experience March 1999 - September 2001
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase 2009 - Present
Siemens Financial Service January 2006 - January 2009
Atlantic Home Loans October 2003 - December 2008
Key Equipment Finance May 2005 - December 2005
ADP Commercial Leasing December 2004 - April 2005
Countrywide Full Spectrum Lending March 2002 - October 2003
Morgan Stanley March 1999 - September 2001
Morgan Stanley Dean Witter August 1997 - March 1999
Education
Montclair State University 1995 — 1999
B.S. Business Administration
University of North Carolina at Wilmington 1994 — 1996
JPMorgan Chase 2009 - Present
Siemens Financial Service January 2006 - January 2009
Atlantic Home Loans October 2003 - December 2008
Key Equipment Finance May 2005 - December 2005
ADP Commercial Leasing December 2004 - April 2005
Countrywide Full Spectrum Lending March 2002 - October 2003
Morgan Stanley March 1999 - September 2001
Morgan Stanley Dean Witter August 1997 - March 1999
Education
Montclair State University 1995 — 1999
B.S. Business Administration
University of North Carolina at Wilmington 1994 — 1996
Matthew Nobles's Morgan Stanley Experience June 2015 - Present
Job Associate Vice President, Complex Business Development Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Education
University of North Carolina at Wilmington 2007 — 2010
Bachelor of Science, Business Administration
Morgan Stanley June 2015 - Present
Education
University of North Carolina at Wilmington 2007 — 2010
Bachelor of Science, Business Administration
Doug Diamond's Morgan Stanley Experience August 1995 - August 2005
Job Retired
Industry Financial Services
Experience
Retired February 2012 - Present
Merrill Lynch August 2005 - November 2012
Merrill Lynch August 2005 - January 2012
Morgan Stanley August 1995 - August 2005
Morgan Stanley August 1995 - August 2005
Boise Cascade Corporation September 1978 - August 1995
Boise Cascade Corporation January 1987 - January 1995
Boise Cascade Corporation January 1979 - January 1987
Skills
Sales Operations, Sales, Leadership, Management, Investments, Customer Satisfaction, Strategic Financial..., Cold Calling, Program Management, Customer Service, Insurance
Education
University of North Florida 1972 — 1978
Bachelor of Business Administration, Marketing
University of North Florida - College of Business Administration 1969 — 1976
Bachelor, Marketing
Retired February 2012 - Present
Merrill Lynch August 2005 - November 2012
Merrill Lynch August 2005 - January 2012
Morgan Stanley August 1995 - August 2005
Morgan Stanley August 1995 - August 2005
Boise Cascade Corporation September 1978 - August 1995
Boise Cascade Corporation January 1987 - January 1995
Boise Cascade Corporation January 1979 - January 1987
Skills
Sales Operations, Sales, Leadership, Management, Investments, Customer Satisfaction, Strategic Financial..., Cold Calling, Program Management, Customer Service, Insurance
Education
University of North Florida 1972 — 1978
Bachelor of Business Administration, Marketing
University of North Florida - College of Business Administration 1969 — 1976
Bachelor, Marketing
Allison Tompkins's Morgan Stanley Experience June 2013 - July 2015
Job Associate at HGGC
Industry Venture Capital & Private Equity
Experience
HGGC August 2015 - Present
Morgan Stanley June 2013 - July 2015
University of Notre Dame February 2012 - May 2013
Office of the President - The University of Notre Dame August 2010 - May 2013
Barclays June 2012 - August 2012
The University of Notre Dame - Academic Services for Student Athletes August 2010 - May 2012
The University of Notre Dame - Office of Undergraduate Admissions March 2010 - May 2012
Chrysler Group, LLC. May 2011 - August 2011
SIBC - Student International Business Council September 2010 - December 2010
SIBC - Student International Business Council January 2010 - April 2010
Skills
Leadership, Microsoft Office, Financial Analysis, Access, Operations Management, Finance, Analysis, Management, Competitive Analysis, PowerPoint, Financial Modeling, Microsoft Excel
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration, Finance
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration, Finance
HGGC August 2015 - Present
Morgan Stanley June 2013 - July 2015
University of Notre Dame February 2012 - May 2013
Office of the President - The University of Notre Dame August 2010 - May 2013
Barclays June 2012 - August 2012
The University of Notre Dame - Academic Services for Student Athletes August 2010 - May 2012
The University of Notre Dame - Office of Undergraduate Admissions March 2010 - May 2012
Chrysler Group, LLC. May 2011 - August 2011
SIBC - Student International Business Council September 2010 - December 2010
SIBC - Student International Business Council January 2010 - April 2010
Skills
Leadership, Microsoft Office, Financial Analysis, Access, Operations Management, Finance, Analysis, Management, Competitive Analysis, PowerPoint, Financial Modeling, Microsoft Excel
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration, Finance
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration, Finance
Josh Myerberg's Morgan Stanley Experience July 2006 - Present
Job Executive Director at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley July 2006 - Present
Banc of America Securities June 2004 - June 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Real Estate
Washington and Lee University 1996 — 2000
BA, Economics
Morgan Stanley July 2006 - Present
Banc of America Securities June 2004 - June 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Real Estate
Washington and Lee University 1996 — 2000
BA, Economics
Michael Durbin's Morgan Stanley Experience 2007 - November 2008
Job Institutional Wealth Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2009 - Present
Morgan Stanley 2007 - November 2008
Morgan Stanley 2006 - 2007
Morgan Stanley 2005 - 2006
Morgan Stanley 2003 - 2005
Morgan Stanley 1998 - 2003
Morgan Stanley (formerly Dean Witter Reynolds, Inc.) 1990 - 1998
Education
University of Notre Dame 1986 — 1990
BBA, Finance
New York University, Stern School of Business
MBA
Fidelity Investments February 2009 - Present
Morgan Stanley 2007 - November 2008
Morgan Stanley 2006 - 2007
Morgan Stanley 2005 - 2006
Morgan Stanley 2003 - 2005
Morgan Stanley 1998 - 2003
Morgan Stanley (formerly Dean Witter Reynolds, Inc.) 1990 - 1998
Education
University of Notre Dame 1986 — 1990
BBA, Finance
New York University, Stern School of Business
MBA
William H. Williamson's Morgan Stanley Experience February 1962 - May 1996
Job Senior Advisor at Afton Capital Management
Industry Investment Management
Experience
Afton Capital Management April 2004 - Present
Williamson Investors LP May 1985 - December 2000
Morgan Stanley February 1962 - May 1996
Skills
Alternative Investments, Asset Management, Asset Managment, Portfolio Management, Investments, Private Equity, Investment Management, Equities, Asset Allocation, Series 7, Mutual Funds, Capital Markets, Wealth Management, Retirement Planning, Financial Modeling
Education
N Y Institute of Finance 1956 — 1957
UNC - Chapel Hill 1949 — 1953
BS - Business Economics 1953, Business
University of North Carolina at Chapel Hill BS Busibess
Afton Capital Management April 2004 - Present
Williamson Investors LP May 1985 - December 2000
Morgan Stanley February 1962 - May 1996
Skills
Alternative Investments, Asset Management, Asset Managment, Portfolio Management, Investments, Private Equity, Investment Management, Equities, Asset Allocation, Series 7, Mutual Funds, Capital Markets, Wealth Management, Retirement Planning, Financial Modeling
Education
N Y Institute of Finance 1956 — 1957
UNC - Chapel Hill 1949 — 1953
BS - Business Economics 1953, Business
University of North Carolina at Chapel Hill BS Busibess
Bill Leisen's Morgan Stanley Experience 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2013 - Present
Morgan Stanley Smith Barney December 2009 - Present
Citi October 2002 - December 2009
Salomon Smith Barney January 2002 - October 2002
Salomon Smith Barney January 2000 - December 2001
ADP September 1997 - December 1999
ADP August 1996 - August 1997
Skills
Disaster Recovery, Virtualization, IT Management, IT Strategy, IT Service Management, IT Operations, End User Training, Financial Services, Migration Projects
Education
University of Notre Dame
BBA, Marketing
Morgan Stanley 2013 - Present
Morgan Stanley Smith Barney December 2009 - Present
Citi October 2002 - December 2009
Salomon Smith Barney January 2002 - October 2002
Salomon Smith Barney January 2000 - December 2001
ADP September 1997 - December 1999
ADP August 1996 - August 1997
Skills
Disaster Recovery, Virtualization, IT Management, IT Strategy, IT Service Management, IT Operations, End User Training, Financial Services, Migration Projects
Education
University of Notre Dame
BBA, Marketing
Kyle Lowder's Morgan Stanley Experience May 2010 - May 2011
Job Analytic Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
Bank of America May 2011 - February 2015
Morgan Stanley May 2010 - May 2011
Wachovia, A Wells Fargo Company December 2007 - May 2010
Wachovia, A Wells Fargo Company March 2005 - December 2007
The Fidelity Bank July 2004 - March 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2004
BSBA, Business Administration
Kenan-Flagler Business School
Bachelor of Science; BSBA, Business Administration
UNIVERSITY OF NORTH CAROLINA
Wells Fargo February 2015 - Present
Bank of America May 2011 - February 2015
Morgan Stanley May 2010 - May 2011
Wachovia, A Wells Fargo Company December 2007 - May 2010
Wachovia, A Wells Fargo Company March 2005 - December 2007
The Fidelity Bank July 2004 - March 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2004
BSBA, Business Administration
Kenan-Flagler Business School
Bachelor of Science; BSBA, Business Administration
UNIVERSITY OF NORTH CAROLINA
Scott Mead's Morgan Stanley Experience April 2013 - Present
Job Examinations Supervisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Morgan Stanley April 2007 - May 2013
FINRA August 2005 - April 2007
Skills
FINRA, Series 7, Series 63, Series 24
Education
UNC Charlotte 2000 — 2004
BSBA, Accounting and Finance
Morgan Stanley April 2013 - Present
Morgan Stanley April 2007 - May 2013
FINRA August 2005 - April 2007
Skills
FINRA, Series 7, Series 63, Series 24
Education
UNC Charlotte 2000 — 2004
BSBA, Accounting and Finance
Rudy D. Rich's Morgan Stanley Experience January 2004 - April 2006
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. August 2013 - Present
Wells Fargo Advisors October 2012 - August 2013
Chase Investments April 2006 - October 2012
Morgan Stanley January 2004 - April 2006
Education
University of North Texas 1968 — 1972
Bachelor of Arts (BA), Marketing Communications
JP Morgan Chase Bank, N.A. August 2013 - Present
Wells Fargo Advisors October 2012 - August 2013
Chase Investments April 2006 - October 2012
Morgan Stanley January 2004 - April 2006
Education
University of North Texas 1968 — 1972
Bachelor of Arts (BA), Marketing Communications
Ashley Blalock's Morgan Stanley Experience June 1995 - June 2010
Job Registered Sales Assistant at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. July 2010 - Present
Morgan Stanley June 1995 - June 2010
Education
University of North Carolina at Greensboro 1988 — 1992
Bachelor of Arts (B.A.), English - Secondary Education
Stephens Inc. July 2010 - Present
Morgan Stanley June 1995 - June 2010
Education
University of North Carolina at Greensboro 1988 — 1992
Bachelor of Arts (B.A.), English - Secondary Education
Aaron Brann's Morgan Stanley Experience January 2001 - June 2003
Job Investment Management Professional
Industry Investment Management
Experience
KBW / Stifel Financial January 2011 - July 2014
Private Capital Management July 2003 - July 2010
Morgan Stanley January 2001 - June 2003
Donaldson, Lufkin & Jenrette October 1999 - October 2000
Skills
Investments, Asset Management, Buy-side, Equities, Equity Research, Valuation, DCF Valuation, Bank Analysis, Financial Statement..., Financial Modeling, Capital Markets, SNL Financial, Bloomberg
Education
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
KBW / Stifel Financial January 2011 - July 2014
Private Capital Management July 2003 - July 2010
Morgan Stanley January 2001 - June 2003
Donaldson, Lufkin & Jenrette October 1999 - October 2000
Skills
Investments, Asset Management, Buy-side, Equities, Equity Research, Valuation, DCF Valuation, Bank Analysis, Financial Statement..., Financial Modeling, Capital Markets, SNL Financial, Bloomberg
Education
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
Robert Scott Linder, CFP®'s Morgan Stanley Experience 1995 - 1997
Job Regional Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1997 - Present
Morgan Stanley 1995 - 1997
Skills
Management, Sales Management, Financial Services, Public Speaking, Sales Presentations, Compliance Management, Portfolio Management, Project Management, Wealth Management, Asset Allocation, Investments
Education
University of North Carolina at Wilmington 1990 — 1994
Bachelor of Science (B.S.), Marketing
Charles Schwab 1997 - Present
Morgan Stanley 1995 - 1997
Skills
Management, Sales Management, Financial Services, Public Speaking, Sales Presentations, Compliance Management, Portfolio Management, Project Management, Wealth Management, Asset Allocation, Investments
Education
University of North Carolina at Wilmington 1990 — 1994
Bachelor of Science (B.S.), Marketing
Zach Saunders's Morgan Stanley Experience July 2015 - Present
Job Summer Intern at Morgan Stanley
Industry
Experience
Morgan Stanley July 2015 - Present
Tucanos Brazilian Grill April 2014 - August 2014
Safety America Karate 2013 - 2014
Education
University of North Carolina at Chapel Hill 2014 — 2018
Economics, Public Policy, 3.98
Morgan Stanley July 2015 - Present
Tucanos Brazilian Grill April 2014 - August 2014
Safety America Karate 2013 - 2014
Education
University of North Carolina at Chapel Hill 2014 — 2018
Economics, Public Policy, 3.98
Elisha Oliver's Morgan Stanley Experience October 2008 - September 2012
Job Customer Service Expert
Industry Financial Services
Experience
LPL Financial January 2015 - May 2015
Bank of America October 2014 - January 2015
SEI Investments October 2012 - August 2014
Morgan Stanley October 2008 - September 2012
Merrill Lynch March 2005 - September 2008
Bank of America August 2002 - February 2005
Allstate October 1998 - May 2002
Skills
Financial Analysis, Finance, Banking, Analysis, Microsoft Office, Microsoft Word, Teamwork, Mutual Funds, Process Improvement
Education
University of North Carolina at Charlotte 1998 — 2002
Bachelor's degree, English Language and Literature, General
LPL Financial January 2015 - May 2015
Bank of America October 2014 - January 2015
SEI Investments October 2012 - August 2014
Morgan Stanley October 2008 - September 2012
Merrill Lynch March 2005 - September 2008
Bank of America August 2002 - February 2005
Allstate October 1998 - May 2002
Skills
Financial Analysis, Finance, Banking, Analysis, Microsoft Office, Microsoft Word, Teamwork, Mutual Funds, Process Improvement
Education
University of North Carolina at Charlotte 1998 — 2002
Bachelor's degree, English Language and Literature, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS