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
The Venture Dept. June 2015 - Present
WhiskeyTown USA April 2015 - Present
The Venture Dept. February 2015 - Present
Bull & Stash 2015 - Present
University of Oregon 2014 - Present
Emerald Media Group October 2013 - December 2014
Made In Oregon 2012 - January 2014
Oakway Catering 2014 - 2014
Morgan Stanley 2013 - 2013
Restaurant503 2011 - 2011
Skills
Social Media, Public Speaking, Copywriting, Marketing, Social Networking, Customer Service, Persuasive Writing, Team Leadership, Event Planning, Interpersonal..., Written & Oral..., Political Science, Client Relations, Cashiering, InDesign, Final Cut Pro, HootSuite, Facebook, Leadership, Microsoft Office, Social Media Marketing, Public Relations, PowerPoint, Photoshop
Education
University of Oregon 2012 — 2016
Bachelor of Arts (B.A.), Public Relations
St. Mary's Academy 2008 — 2012
Notre Dame Law School August 2015 - Present
Notre Dame Law School August 2013 - Present
King & Spalding May 2015 - July 2015
St. Joseph County's Juvenile Justice Center - Public Defender's Office January 2015 - May 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
Morgan Stanley Investment Management March 2013 - August 2013
Morgan Stanley June 2011 - March 2013
StreetWise Partners January 2012 - June 2012
Villanova University August 2007 - June 2011
Morgan Stanley May 2010 - August 2010
Skills
Economics, Financial Markets, Legal Research, Legal Writing, Bloomberg, Derivatives, Westlaw, Lexis, Investment Management, Credit Derivatives, Financial Regulation, Fixed Income, Bloomberg Terminal, Trading, Series 7, White Collar Criminal..., Government, Public Policy, Securities Regulation
Education
University of Notre Dame Law School 2013 — 2016
Doctor of Law (JD)
Villanova University 2007 — 2011
BA, Political Science, Economics
Christian Brothers Academy 2003 — 2007
HS
Wells Fargo Advisors, LLC March 2013 - Present
Morgan Stanley October 2010 - March 2013
Owner GM Sports, LLC and Head Coach of the Philadelphia Force in the NPF May 2009 - August 2009
Skills
Retirement Planning
Education
University of Oklahoma 2004 — 2009
Bachelor of Arts (BA), Sociology
Midwest City High School 2001 — 2004
Angelic Real Estate 2004 - Present
Equis Corporation 1996 - 2004
LaSalle Partners 1995 - 1996
Morgan Stanley 1994 - 1994
Star Progress 1993 - 1993
Skills
Financial Markets, Real Estate Transactions, Argus, Real Estate Finance, Real Estate Financing, Corporate Real Estate, Real Estate Negotiation, International Real..., Real Estate, Investment Banking, Real Estate Investment, Investment Properties, Tenant, Build to Suit, Real Estate Economics, Negotiation, Credit, Acquisitions, Leases, Tenant Representation, Portfolio Management, Property, Finance, Financial Structuring
Education
University of Notre Dame 1991 — 1995
BBA, Finance/Business Economics, second major in Computer Applications
Merrill Edge May 2015 - Present
Citizens Bank December 2013 - Present
Fidelity Investments January 2006 - September 2013
Morgan Stanley 2001 - 2005
Skills
Financial Services, Portfolio Management, Series 7, Series 63, Mutual Funds
Education
University of Notre Dame 1991 — 1996
BS, Mathematics
Morgan Stanley April 2011 - Present
BTS August 2010 - May 2012
Educate! August 2009 - December 2009
Morgan Stanley June 2004 - September 2009
Skills
Credit, Finance, Financial Services, Investments, Leadership, Loans, Management, Business Strategy, Business Development, Management Consulting, Portfolio Management, Private Banking, Product Management, Banking, Strategy, Securities
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance, Management, Social Innovation & Impact
University of Notre Dame 2000 — 2004
Finance, Business Administration
Morgan Stanley October 2014 - Present
Reflections Salon September 2013 - October 2014
Morgan Stanley June 2014 - August 2014
Weatherly's, Inc. June 2013 - September 2013
Education
University of Oregon 2013 — 2017
Bank Leumi September 2013 - Present
Bond Desk Group June 2011 - August 2013
MarketAxess October 2008 - June 2011
Morgan Stanley May 1997 - April 2007
Skills
Electronic Trading, Fixed Income, Trading, Risk Management, Bonds, Series 24, series 53, Investment Banking, Capital Markets, FX Options, Hedge Funds, Trading Systems, Equities, FINRA, Securities, Bloomberg, Financial Markets, Derivatives, Market Data, Financial Services
Education
University of Notre Dame - Mendoza College of Business 1975 — 1979
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
JustGoGirl January 2014 - Present
Venture Law Group 1996 - 2003
Morgan Stanley 1991 - 1993
Education
Yale Law School 1993 — 1996
Juris Doctor (J.D.)
University of Notre Dame 1988 — 1991
Bachelor's Degree, English
Morgan Stanley June 2014 - Present
Morningstar January 2014 - May 2014
Colony Capital December 2013 - January 2014
Big Arms Swimmers May 2013 - August 2013
Skills
Market Research, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Research, Data Analysis, Bloomberg, Capital IQ, Highly detail oriented, Public Speaking, Teamwork
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
JSerra Catholic High School 2007 — 2011
AltX October 2014 - Present
Dodge & Cox Investment Managers July 2013 - October 2014
Morgan Stanley May 2013 - July 2013
Prudential Financial October 2012 - February 2013
Berkeley High School Men's Varsity Lacrosse January 2012 - September 2012
Oakland Acura 2006 - 2007
Skills
Economics, Financial Analysis, Series 63, Portfolio Management, Finance, Hedge Funds, Financial Modeling, Bloomberg, Microsoft Excel, Customer Service, Series 6, Investments
Education
University of Oregon 2006 — 2011
Bachelor's, Economics
Edward Jones June 2002 - Present
J.P. Morgan 2000 - 2001
Morgan Stanley 1999 - 2000
Education
University of Notre Dame - Mendoza College of Business 2001 — 2002
MBA
University of Utah 1998 — 2000
Bachelors, Finance
Nomura Securities January 2014 - Present
Sunyata Global Value LLC January 2012 - December 2013
Persistency Capital June 2004 - December 2011
Franklin Templeton Investments December 2001 - June 2004
Schafer Cullen Capital Management September 1998 - September 2001
Morgan Stanley 1997 - 1998
Skills
Equities, Valuation, Investments, Bloomberg, Private Equity, Alternative Investments, Portfolio Management, Asset Managment, Financial Modeling, Derivatives, Venture Capital, Equity Research, Bonds, Trading, hedge funds, Asset Management, Mutual Funds, Securities, Fixed Income, LBO, Risk Management, Investment Management, Finance, Hedge Funds
Education
University of Notre Dame 1992 — 1996
B.B.A., Finance
ConocoPhillips June 2013 - Present
Swift Energy Company May 2012 - July 2012
Sooner Stickies August 2011 - December 2011
Sooners For Ocean Security Organization, University of Oklahoma August 2009 - September 2011
Morgan Stanley June 2011 - July 2011
Bluewater Divers December 2009 - April 2011
Skills
Teamwork, Energy, Sales, Oil/Gas, Research, Customer Service, Microsoft Office, PowerPoint, Analysis, Energy Industry, Upstream, Oil & Gas Industry, Pipelines, Division Orders, Energy Management, Oil & Gas
Education
University of Oklahoma 2008 — 2013
Energy Management, Supply Chain Management, Business, EMGT GPA: 3.40, SCM GPA: 3.33
Morgan Stanley June 2014 - Present
Major League Baseball February 2014 - June 2014
Tucker Capital Management LLC June 2012 - August 2012
Thomson Reuters June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Finance, Access, Market Research, Data Analysis, Spanish, Financial Modeling, Marketing, Social Media, Getting to Yes
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor's degree, Finance
Open Lending LLC 2014 - Present
Frontier Investment Management Company 2013 - 2014
Muddeez LLC 2012 - 2013
Veritex Bank 2010 - 2011
PlainsCapital Bank 2007 - 2010
Bank of Texas 2004 - 2007
Credo Capital Management 2003 - 2004
Smith Barney 2001 - 2003
Morgan Stanley 1998 - 2001
Skills
Business Development, Start-ups, Strategic Planning, Entrepreneurship, New Business Development, Team Building, Management, Leadership, Marketing, Financial Analysis, Banking, Financial Modeling, Commercial Lending, Loans, Credit Analysis, Financial Services, Investments, Portfolio Management, Private Banking, Sales, Finance, Commercial Banking, CRM, Credit, Risk Management, Loan Origination, Mergers & Acquisitions, Mortgage Lending, Recruiting, Valuation, Consumer Lending
Education
University of Oklahoma - Price College of Business 1991 — 1993
Master of Business Administration (MBA)
University of Oklahoma - Price College of Business 1986 — 1990
Bachelor of Business Administration (BBA), Management
HighTower Advisors, VWG Wealth Management July 2011 - Present
Morgan Stanley September 1995 - July 2011
U.S. Navy May 1985 - September 1995
U.K. Royal Air Force January 1991 - December 1993
Skills
Alternative Investments, Wealth Management, Wealth Management..., Investment Advisory, Wealth, Asset Allocation, Series 7, Retirement Planning, Management, Investments, Certified Financial..., Investment Strategies, Asset Management, Estate Planning, Mutual Funds, Securities, Hedge Funds, Financial Services, Risk Management, Investment Management, Private Banking, Capital Markets, Mergers & Acquisitions, Financial Advisory, Portfolio Management, Series 63, ETFs, Uniform Combined State..., Bonds, Separately Managed..., Series 65, Private Equity, Strategic Financial..., Equities, Fixed Income, Small Business, FINRA, Options, Series 24
Education
University of Notre Dame - Mendoza College of Business 1981 — 1985
BBA, Marketing
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Tri-State Lacrosse Club June 2011 - August 2011
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
The Lawrenceville School 2009 — 2010
Post-Graduate Year
La Salle College High School 2006 — 2009
High School
Morgan Stanley December 2013 - Present
Calamos Investments March 2012 - December 2013
John Hancock Life Insurance Company (U.S.A.) August 2009 - March 2012
Skills
Series 7, Mutual Funds, Retirement Planning, Financial Advisory, Series 63, Series 6, Series 65, Retirement, Wealth Management, 401k, Asset Allocation, Finance, Alternative Investments, Investment Advisory
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
Business
Triad Hybrid Solutions May 2015 - Present
Morgan Stanley April 2014 - April 2015
Habif, Arogeti & Wynne,LLP August 2007 - April 2014
Dell Financial Services L P 2006 - 2007
Grainger 2005 - 2006
Xerox Omnifax 2001 - 2005
Equifax Risk Management January 1995 - December 2000
Skills
Financial Analysis, Microsoft Office, Accounting, Management, Team Building, Financial Reporting, Process Improvement, Auditing, Forecasting, Portfolio Management, Strategic Planning, Risk Management, Finance
Education
University of Oklahoma
Accounting and Finance
University of Phoenix
Finance
Ann and Robert H. Lurie Children's Hospital of Chicago September 2014 - Present
Ann and Robert H. Lurie Children's Hospital of Chicago February 2013 - September 2014
Chicago Tribune Media Group March 2010 - February 2013
Chicago Tribune Media Group April 2008 - March 2010
Morgan Stanley August 2007 - April 2008
Alliance for Catholic Education June 2006 - May 2007
Skills
Marketing, Social Media, Digital Media, Sales, Advertising, Online Advertising
Education
University of Notre Dame 1999 — 2003
BA, History
UBS Investment Bank June 2015 - August 2015
U.S. Department of the Treasury August 2014 - December 2014
Morgan Stanley May 2013 - August 2013
Pulte Group, Inc. May 2012 - August 2012
Education
University of Notre Dame 2012 — 2016
Bachelor of Arts, Economics, History
Morgan Stanley October 2012 - Present
Morgan Stanley February 2007 - October 2012
Accenture February 2001 - February 2007
Skills
Business Analysis, Product Management, Requirements Gathering, Data Analysis, Operational Risk, Product Strategy, Executive Reporting, Agile Project Management, Project Management, Business Intelligence, Enterprise Data Modeling, Team Leadership, Reference Data, Master Data Management, Solution Architecture, Process Improvement, Microsoft Excel, SQL, Vendor Management, Financial Services
Education
University of Notre Dame 1996 — 2000
BS, Mechanical Engineering
Morgan Stanley November 2014 - Present
Indiana Federation of College Republicans May 2014 - May 2015
Vineyard Vines August 2012 - June 2014
Catsimatidis 2013 Campaign June 2013 - August 2013
Merrill Lynch June 2013 - August 2013
The Laurel Hill School 2010 - 2012
YMCA of Long Island 2009 - 2011
Friars Head Golf Course 2008 - 2009
Skills
Spanish, Market Analysis, Options, Microsoft Excel, Microsoft Word, PowerPoint, Client Service Oriented, Organizational..., Fundraising, Communication, Equity Valuation, Foreign Investment, Social Networking, Financial Modeling, Customer Service
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (BBA)
Chaminade High School 2007 — 2011
Dairy Farmers of America January 2014 - Present
International Business Council 2001 - Present
Dairy Farmers of America October 2009 - December 2013
Embarq 2005 - October 2009
Sprint 2003 - 2005
Morgan Stanley 2001 - 2003
Education
University of Notre Dame - Mendoza College of Business 1997 — 2001
Bachelor of Business Administration (BBA), Finance and Business Economics
Silver Lake Partners July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Sorin Capital Management LLC 2010 - 2010
Skills
Valuation, Investment Banking, Equities, Economics, Financial Modeling, Capital Markets, Corporate Finance, Finance, Private Equity, Hedge Funds, Due Diligence
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor, Finance
Illinois Math and Science Academy
Sterling Administration October 2012 - Present
Cigna December 2009 - October 2012
CIGNA Healthcare March 2008 - June 2009
Morgan Stanley March 2003 - March 2008
Wells Fargo September 2000 - February 2003
Skills
Selling, Negotiation, Pricing, Health Insurance, Analysis, Sales, Finance, Banking, Underwriting, Insurance, Sales Management
Education
University of Oregon 1993 — 1997
Bachelor of Science, Economics
Steinberg Investment Group LLC September 2011 - Present
Northwestern Mutual April 2010 - August 2010
Morgan Stanley March 2007 - June 2009
Strand, Atkinson March 2002 - November 2006
Morgan Stanley Smith Barney June 1996 - October 2001
New England Financial 1990 - 1992
Skills
Investments, Analysis, Bloomberg, Financial Services, CRM, Finance, Retirement, Fixed Annuities, Trading, Bonds, Sales, Real Estate, Credit, Account Management, Employee Benefits, Microsoft Excel, Microsoft Office, Selling, Budgets, Marketing
Education
University of Oregon 1980 — 1986
IARCH, Architecture
Fifth Third Bank March 2013 - Present
Morgan Stanley September 2010 - January 2013
Merrill Lynch January 2008 - September 2010
Skills
Risk Management, Derivatives, Operations Management, Dodd-Frank, Client Liaison, Process Improvement, Contract Negotiation, Team Management, Equity Derivatives, Middle Office, Commodity Risk..., Foreign Exchange Risk...
Education
University of Notre Dame Law School 2004 — 2007
Juris Doctor
Washington University in St. Louis 2000 — 2004
B.A., Political Science
Morgan Stanley Investment Management 2006 - 2009
Morgan Stanley 2000 - 2006
Morgan Stanley 1997 - 2000
Morgan Stanley 1985 - 1996
Mellon Bank 1980 - 1985
Skills
Bloomberg, Strategy, Equity Research, Fixed Income, Venture Capital, Corporate Finance, Investment Strategies, Economics, Equity Valuation, Credit, Trading, Investment Management, Mutual Funds, Derivatives, Mergers & Acquisitions, Securities, Management, Equities, Wealth Management, Alternative Investments, Business Strategy, Finance, Banking, Mergers, Emerging Markets, Hedge Funds, Bonds, Financial Markets, Investor Relations, Institutional..., Series 63, Investments, Options, IPO, Asset Managment, Financial Services, Financial Structuring, Capital Markets, Valuation, Financial Modeling, Private Equity, Asset Management, Investment Banking, Portfolio Management
Education
University of Notre Dame 1978 — 1980
MBA, Finance
Villanova University 1971 — 1975
BA, History
Rite Aid September 2008 - May 2011
Morgan Stanley March 2007 - July 2008
Morgan Stanley March 2006 - March 2007
Morgan Stanley July 2004 - March 2006
Education
University of Notre Dame 2000 — 2004
Bachelor's of Business Administration, Business Management and Sociology
MFS Investment Management November 2011 - Present
Nuveen Investments October 2006 - October 2011
Nuveen Investments September 2003 - October 2006
Morgan Stanley January 2000 - July 2003
Morgan Stanley 2000 - 2003
Banana Republic - Flagship Store September 1999 - January 2000
Skills
Certified Financial...
Education
University of Notre Dame 1995 — 1999
Bachelor of Arts
University of Notre Dame 1995 — 1999
BA
Wells Fargo Advisors, LLC December 2008 - Present
Sager Financial Group of Wells Fargo Advisors, LLC September 2005 - December 2008
Morgan Stanley September 2001 - August 2005
First Fidelity Bank June 1998 - August 2001
Education
University of Oklahoma - Price College of Business 1997 — 2001
BBA, Finance
University of Pennsylvania - The Wharton School 2013 — 2013
IMCA Certified Investment Management Analyst Program
Summit Investment Group, LLC January 2005 - Present
Merrill Lynch 1999 - 2005
Morgan Stanley 1988 - 1999
Skills
Retirement Planning, Investments, Estate Planning, Investment Advisory, Investment Strategies, Trusts, Financial Advisory, Finance, Securities, Alternative Investments, Insurance, Wealth Management, Mutual Funds, Strategic Financial..., Financial Services, Long-term Care, Retirement, Fixed Annuities, Financial Planners, Investment Management, Equities, Income planning, Fixed Income, Income Protection, Series 7, Wealth, Series 63, Asset Management, Asset Allocation, Portfolio Management, FINRA, Strategic Planning, Financial Analysis, Risk Management, Financial Planning
Education
University of Oklahoma 1973 — 1977
BBA, Petroleum Land Management
Yodlee May 2015 - Present
InvestCloud, Inc. May 2014 - May 2015
Advent Software September 2012 - May 2014
Advent Software April 2010 - September 2012
Advent Software January 2008 - April 2010
Xtiva Financial Systems March 2002 - January 2008
Morgan Stanley January 2001 - January 2002
ePlanning Securities 1999 - 2001
R.J. O'Brien 1996 - 1998
Skills
Enterprise Software, Product Management, SaaS, Integration, Salesforce.com, Agile Methodologies, Business Analysis, Cross-functional Team..., Software Project..., Business Intelligence, Financial Services, CRM, Requirements Analysis, Process Improvement, Analytics, Strategic Partnerships, SDLC, Agile Project Management, Cloud Computing, Relationship Management, SWIFT messaging, Straight Through..., Rally, JIRA, FIX, Omgeo Oasys, Project Management, Public Speaking, Strategy, Product Marketing, Solutions Marketing, Solution Development, Competitive Analysis, SQL, Microsoft SQL Server, VMware Workstation, XML
Education
University of Oregon 1992 — 1996
Bachelor's degree, Biology, General
Morgan Stanley 2015 - Present
Skills
Financial Modeling, Valuation, DCF, Oil&Gas, Macroeconomics, Excel, Relative Valuation, Risk Management, Business Valuation, Microsoft Word, Financial Analysis, Corporate Finance, PowerPoint, International Business, Crude Oil, Natural Gas, FactSet, Enterprise Software, SaaS, Ad Tech
Education
University of Oregon 2009 — 2013
Economics, Finance
RBC Wealth Management January 2015 - Present
Morgan Stanley February 2000 - January 2015
Decker for Congress March 2012 - November 2012
Morgan Stanley February 2000 - August 2012
Skills
Retirement Planning, Asset Allocation, Series 7, Retirement, Wealth Management, Investment Advisory, 401k, 401k Plans, 401k Rollovers, Politics, Community Outreach, Investments, Mutual Funds, Small Business, Series 63, Strategic Financial..., Alternative Investments, Finance, Political Communication, Political Campaigns, Asset Management, Estate Planning, Securities, Investment Management, Investment Strategies, Portfolio Management, Wealth, Financial Advisory, Financial Services, Equities, Life Insurance, Pensions, Wealth Management..., Financial Planning, Public Speaking
Education
University of Oklahoma - Price College of Business 1985 — 1990
B.B.A., Finance
Bethesda Chevy Chase High School 1983 — 1985
Edmund Burke School 1979 — 1983
Macmillan Science and Education June 2013 - Present
Morgan Stanley August 2002 - June 2013
DMIND January 2001 - July 2002
Pegasus Internet July 1996 - December 2000
Imnaha Design November 1995 - June 1996
Skills
Business Analysis, Product Management, User Experience, Information Architecture, User Interface Design, Content Management, Online Advertising, Project Management, Business Intelligence, Software Project..., CRM, Requirements Analysis, SDLC, Team Management, Wireframes, Written & Oral..., Functional..., Application Design, Photoshop, PowerPoint, Budget Process, Strategic Leadership, Negotiation, E-commerce, Use Case Diagrams, Process Flow Charts, Test Cases, Visio, Graphic Design, Reference Data, Business Relationship..., Start-ups, Business Requirements, Digital Marketing, Integration, Software Design
Education
University of Oregon 1985 — 1991
BS, Fine and Applied Arts, Graduated magna cum laude 3.85 GPA
KKR September 2013 - Present
Morgan Stanley July 2010 - September 2013
JPMorganChase 2008 - 2010
Bear Stearns 2001 - 2008
JPMorganChase 1999 - 2001
Skills
Derivatives, Alternative Investments, Equities, Fixed Income, Investment Banking, Equity Derivatives, Corporate Finance, Investments, Series 7, Valuation, Financial Modeling, Financial Structuring, Hedge Funds, Private Equity, Bloomberg, Capital Markets, Equity Research, Securities, Emerging Markets, LBO
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance & International Business
University of Notre Dame 1991 — 1995
BS
ChartMark Investments, Inc. August 2001 - Present
Morgan Stanley October 1996 - August 2001
Skills
Portfolio Management, Finance, Mind Mapping, Financial Planning, Trading, Wealth Management, Retirement Planning, Investments, Mutual Funds, Asset Management, Investment Management, Series 7, Estate Planning, Financial Analysis, Insurance
Education
University of Oklahoma 1987 — 1990
B A, Political Science
Cavan Capital Management LLC February 2014 - November 2014
C2J Investments LLC March 2009 - June 2013
Morgan Stanley July 2003 - February 2009
Education
University of Notre Dame 1999 — 2003
BBA, Finance
Kent Denver School 1995 — 1999
Peak Mortgage August 2015 - Present
OfficeTeam / Robert Half August 2014 - August 2015
Morgan Stanley April 2011 - August 2014
Royal Caribbean International January 2010 - April 2011
University of Oregon Athletics May 1998 - May 2002
Skills
Public Speaking, Marketing, Banking, Fundraising, Financial Analysis, Training, Recruiting, Strategic Planning, Administrative..., Administrative...
Education
University of Oregon
University of Oregon
Microsoft July 2015 - Present
EMC January 2013 - June 2015
EMC May 2012 - January 2013
Deloitte & Touche, LLP September 2010 - April 2012
Savvis February 2007 - August 2010
Deloitte February 2005 - February 2007
Morgan Stanley January 2004 - January 2005
Deloitte September 1998 - January 2004
Skills
SAS70, SOX, IT Audit, PCI DSS, Compliance, Risk Assessment, Governance, HIPAA, Internal Controls, IT Governance, Program Management, Sarbanes-Oxley Act, Information Security..., Enterprise Risk..., Network Security, Leadership, Vendor Management, Cloud Computing, Information Technology, Information Security, Security, CISA
Education
University of Oregon 1994 — 1998
Bachelor of Science (BS), Sociology
Genstar Capital July 2015 - Present
Morgan Stanley July 2013 - July 2015
Raymond James & Associates, Inc 2012 - July 2013
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, LBO, Equity Valuation, Business Valuation, DCF, M&A experience, Sell Side, Financial Reporting, Finance, Economics, Strategy, Investment Banking, Analysis, Microsoft Office, Microsoft Excel, Mergers & Acquisitions
Education
University of Notre Dame 2008 — 2012
BBA, Major: Finance, Concentration: Economics, Magna Cum Laude
University of Notre Dame London 2010 — 2011
Animoto April 2011 - Present
DVDyou.com September 2009 - March 2011
One True Media, Inc. - OneTrueMedia.com April 2005 - August 2009
Morgan Stanley December 1999 - February 2002
Pershing Trading Company January 1996 - June 1999
Skills
Video, Editing, Digital Strategy, Email Marketing, Product Management, Online Advertising, Social Media, Strategic Partnerships, Web Analytics, Digital Marketing, Digital Media, SEM, Social Media Marketing
Education
University of Oregon 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
I Squared Capital July 2015 - Present
Morgan Stanley June 2013 - July 2015
Judge Michael Burton, St. Louis County Family Court May 2011 - August 2011
Wynn & Wynn, P.C. December 2010 - January 2011
Skills
Fixed Income, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Public Speaking, Financial Modeling, Research, Microsoft Word, Bloomberg, Equities, Social Media, Finance, Investments
Education
University of Notre Dame
Bachelor of Arts, Economics
NRG Energy March 2015 - Present
Lucid Design Group April 2014 - February 2015
Green Mountain Energy Company April 2013 - April 2014
Texas Sailing 2007 - 2014
Green Mountain Energy Company May 2011 - April 2013
Green Mountain Energy Company December 2007 - May 2011
Spectron Energy 2006 - 2007
Leading Edge Sailing 2005 - 2007
Wipika Kiteboarding 2004 - 2005
Morgan Stanley 2004 - 2005
Skills
Renewable Energy, Energy, Sustainability, Solar Energy, Sustainable Energy, Environmental Awareness, Due Diligence, Carbon, Business Development, Commodity Markets, Analysis, Energy Markets, Forecasting, Management, Commodity, Energy Efficiency, Portfolio Management, Energy Policy, Cleantech, Team Building, Alternative Energy, Wind, Green Building, Photovoltaics, Strategy, Sustainable Business, Environmental Compliance, Smart Grid, Energy Management, Procurement, Contract Management, Climate Change, Energy Conservation
Education
University of Portland 2003 — 2004
MBA, Finance
University of Oregon 1997 — 2000
BS, Environmental Studies
Salpointe 1991 — 1994
Salpointe
Client Solution Architects October 2014 - Present
L-3 Communications August 2013 - October 2014
Scripps Health December 2012 - October 2014
United States Marine Corps January 2009 - July 2013
S&H Contracting April 2007 - January 2009
United States Marine Corps November 2006 - January 2009
Barratt American April 2005 - April 2007
Morgan Stanley May 2004 - May 2005
United States Marine Corps March 2002 - May 2004
United States Marine Corps October 1999 - March 2002
Skills
Operational Planning, Military Operations, Military Logistics, Organizational..., Training, Tactics, Security Clearance, Military Experience, Command, Force Protection, National Security, Military, DoD, Intelligence Analysis, Operations Management, Leadership Development, Counterterrorism, Crew Scheduling, Budget Monitoring, Traffic Management, distrubution management, Creative Problem Solving, Creative Solutions, Creative Writing, Microsoft Excel, Microsoft Word, PowerPoint development, Strategic Planning, Project Management, Military Aviation, Change Orders, Contract Negotiating, Event Planning, Event Management, Fundraising, Military Training, Active DoD Top Secret..., Interagency Coordination, Personnel Management, Team Management, Team Leadership, Construction Management, Safety, Team Building, Active DoD Secret...
Education
University of Oregon 1988 — 1991
Bachelor of Science, Sociology
Morgan Stanley June 2013 - Present
University of Oregon Investment Group April 2011 - June 2013
University of Oregon, International Affairs September 2009 - June 2013
OFW Organisationsforum Wirtschaftskongress gemeinnützige GmbH March 2012 - March 2013
Harvard University August 2012 - August 2012
Morgan Stanley June 2012 - August 2012
University of Oregon May 2011 - June 2012
Business Today November 2010 - June 2012
University of Oregon, Lundquist College of Business June 2010 - June 2012
University of Oregon, International Affairs March 2010 - June 2012
Skills
Public Speaking, Research, Leadership, People Skills, Management, Microsoft Excel, Microsoft Office, Bloomberg, Event Planning, Time Management, Analysis, Marketing, Strategy, Organizational Skills, Nonprofits, FactSet Research, Organizational Structure, Social Networking, PowerPoint, Program Management, Entrepreneurship, Fundraising, SAP Financial Queries, Electronic Trading, SEF, Data Analysis, Business Strategy, New Business Development, Interest Rates, Emerging Markets, Credit, Interest Rate Risk..., Fixed Income Analysis, Project Management, Sales Operations, Sales, Trading System, Customer Service, Growing Businesses, Business Process..., E-commerce, Global E-commerce, Global Economy
Education
University of Oregon 2009 — 2013
Bachelor of Science, Honors, Business Administration (Finance)
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
American Capital June 2013 - August 2013
Morgan Stanley June 2012 - July 2012
Endorse.me April 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Investment Banking, Corporate Finance, Financial Modeling, Public Speaking, Business Networking, Financial Accounting, Data Analysis, Research, Mergers & Acquisitions, Microsoft Office, Private Equity
Education
University of Notre Dame 2011 — 2015
Bachelor’s Degree, Finance, General
Morgan Stanley June 2015 - Present
University of Oregon Investment Group May 2014 - June 2015
The Riverside Company June 2014 - August 2014
Oregon Capital Scan March 2014 - June 2014
University of Oregon Investment Group January 2013 - May 2014
National Honor Society September 2009 - June 2011
Skills
Public Speaking, Financial Analysis, Sales, Entrepreneurship, Marketing Strategy
Education
University of Oregon 2011 — 2015
Bachelor of Science (B.S.), Finance, Economics
Sunset High School 2007 — 2011
International Baccalaureate Program, English; Statistics, Calculus, Physics, Chemistry, 4.08
CIMBA
University of Notre Dame August 2014 - Present
GE Healthcare May 2015 - July 2015
Morgan Stanley May 2014 - August 2014
Independence Township May 2014 - August 2014
Skills
Leadership, Teamwork, C, C++, Python, Social Media, Data Analysis
Education
University of Notre Dame 2013 — 2017
Bachelor's Degree, Computer Science
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
GroupThat, Inc. December 2012 - October 2013
Skills
Social Networking, Entrepreneurship, Investment Banking, Corporate Finance, Leadership, Financial Modeling, Marketing, Startup Development, Financial Accounting, Management
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Summa Cum Laude
Merrill Lynch November 2008 - Present
Illuminant Capital September 2005 - November 2008
Morgan Stanley July 2001 - September 2005
Skills
Wealth Management, Investment Strategies, Finance, Management, Financial Services, Investments, Equity Research, Portfolio Management, Strategic Financial..., Equities, Bloomberg
Education
University of Oklahoma 1995 — 1999
B.S.
Apple March 2015 - Present
Whirlpool Corporation July 2014 - March 2015
Whirlpool Corporation July 2013 - June 2014
University of Notre Dame August 2012 - December 2012
Visa May 2012 - August 2012
Morgan Stanley May 2011 - August 2011
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Spanish, Microsoft Word, Public Speaking, Leadership, Bloomberg, Data Analysis, Corporate Finance, Access, Valuation, Accounting, Financial Analysis, Financial Forecasting, Financial Reporting
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
BBA, Finance
The Heights School 2005 — 2009
High School Degree
Morgan Stanley June 2014 - August 2014
U.S. House of Representatives June 2013 - August 2013
Coldwell Banker Residential December 2012 - January 2013
Education
University of Notre Dame 2011 — 2015
Mendoza College of Business and College of Arts and Letters
Bachelor of Business Administration, Finance and Economics, 3.95 Cumulative GPA
Bain & Company September 2013 - Present
Bain & Company June 2012 - August 2012
Morgan Stanley July 2006 - June 2011
Skills
Valuation, Fixed Income, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA)
University of Notre Dame 2002 — 2006
BBA, Finance, Economics
Legacy Reserves February 2014 - Present
Concho Resources August 2013 - February 2014
Morgan Stanley July 2007 - July 2010
Skills
Oil & Gas Industry, Financial Modeling, Oil & Gas Law, Corporate Finance, Financial Analysis, Mineral Rights, Securities Offerings, Mergers & Acquisitions, Legal Research, Legal Writing, Title Opinions, Valuation, Oil/Gas, Oil & Gas Exploration, Investment Banking, LBO, Private Equity, Joint Ventures, Acquisitions, Corporate Development, Business Development, Petroleum Economics, Economics, Capital Markets, Securities, IPO, Corporate Governance, DCF, Corporate Law, Securities Regulation, Oil, Petroleum, Energy, Contract Negotiation, Natural Gas, Energy Industry, Finance, Equities, Strategy
Education
Yale University 2003 — 2007
Bachelor of Arts (B.A.), Economics
University of Oklahoma College of Law 2010 — 2013
Doctor of Law (J.D.), Law
Morgan Stanley August 2015 - Present
Morgan Stanley May 2014 - August 2014
Business Development Corporation of America May 2013 - August 2013
Continental May 2012 - August 2012
Skills
Purchasing, SAP, Bloomberg Terminal, Capital IQ, Microsoft Excel, PowerPoint, Microsoft Word, Access, Microsoft Office, Financial Modeling, Finance, Teamwork
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Finance
PwC September 2014 - Present
University of Notre Dame May 2014 - August 2014
University of Notre Dame August 2013 - May 2014
Turpin Hills Swim & Racquet Club May 2009 - September 2011
PwC June 2011 - August 2011
Reynolds & Kaegi Landscaping May 2009 - August 2011
Morgan Stanley December 2010 - January 2011
Skills
Tax, Management, Auditing, Accounting, Asset Management, Private Equity, Hedge Funds
Education
University of Notre Dame 2013 — 2014
Master's Degree, Accounting
University of Notre Dame 2009 — 2013
Bachelor's Degree, Accounting and Latino Studies
Citi January 2013 - Present
Citigroup June 2011 - January 2013
Morgan Stanley July 2008 - June 2011
Morgan Stanley May 2007 - August 2007
Morningstar August 2006 - December 2006
Skills
Equities, Investments, Commodity, Structured Products, Financial Modeling, Structured Finance, Derivatives, Financial Analysis, Bloomberg, Exotic Derivatives
Education
University of Notre Dame 2004 — 2008
Bachelor in Business Administration, Finance
Morgan Stanley August 2013 - Present
GMP Securities June 2013 - August 2013
Skills
Corporate Finance, Trading, Finance, Investment Banking, Capital Markets, Leadership, CFA Level 1- Completed..., CSC - Completed January..., Macroeconomics, Equities, Structured Products, Financial Modeling, Bloomberg, Valuation, Hedge Funds
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
St. Michael's College School
Morgan Stanley 2013 - Present
PIMCO 2011 - 2013
JP Morgan 2008 - 2008
Goldman Sachs 2007 - 2007
Flytrading 2005 - 2007
Skills
Trading, Options, Credit, Securities, Investment Management, FX Options, Commodity, Swaps, Bloomberg, Fixed Income, Hedge Funds, Equities, Financial Modeling, Valuation, Asset Allocation, Financial Markets, Hedging
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Investment Management
Pennsylvania State University 2001 — 2005
Bachelor of Science, Finance
UBS Wealth Management September 2008 - Present
Morgan Stanley August 1984 - September 2008
Education
University of Notre Dame 1974 — 1978
Bachelor of Business Administration
Eaton Vance June 2013 - Present
Pioneer Investments April 2001 - June 2013
Morgan Stanley July 1994 - April 2001
Morgan Stanley March 1993 - June 1994
Morgan Stanley July 1991 - February 1993
Education
University of Notre Dame 1987 — 1991
BBA, Finance and Business Economics
United Airlines November 2014 - Present
United Airlines September 2013 - November 2014
United Airlines January 2013 - September 2013
Morgan Stanley June 2012 - January 2013
NetApp May 2011 - August 2011
Invacare May 2010 - August 2010
Skills
Data Analysis, Analysis, Forecasting, Leadership, Strategy, Process Improvement, Finance, Access, Training, Valuation, Microsoft Excel, Financial Analysis, Team Management
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration cum laude, Finance, General
Silver Point Capital June 2015 - Present
Macquarie Group September 2012 - May 2015
Morgan Stanley June 2011 - September 2012
University of Notre Dame Investment Office January 2011 - May 2011
Robert W. Baird & Co. May 2010 - August 2010
Education
University of Notre Dame 2007 — 2011
BBA, Finance, Mandarin Chinese
Morgan Stanley July 2013 - Present
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
RBS Greenwich Capital June 2008 - August 2008
Skills
Fixed Income, Rates, Bloomberg, Series 7, Trading, Series 63
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelors, Finance
London School of Economics and Political Science 2009 — 2009
Summer Program, Debt Markets
MNI April 2012 - Present
HSBC Bank plc September 2008 - April 2012
HSBC October 2006 - September 2008
HSBC March 2004 - October 2006
HSBC October 2001 - February 2004
HSBC September 1999 - September 2001
Morgan Stanley March 1998 - September 1999
Skills
EIGRP, OSPF, Switches, BGP, Cisco, TCP/IP, CCNA, Network Administration, IP, Firewalls, Network Design, Checkpoint, Cisco IOS, Troubleshooting, WAN, CCNP, Routers, IP Networking, DNS, Routing, Visio, Network Security, Cisco Technologies, ITIL, Data Center, VMware, Security, F5 BigIP, Networking, Infrastructure, IT Service Management
Education
University of Nottingham 1994 — 1997
Bachelor of Engineering (BEng), Mechanical Engineering
Bedford Modern School
Morgan Stanley September 2009 - Present
Morgan Stanley August 2004 - September 2009
Duke Energy May 2002 - March 2004
Education
University of Oklahoma 1997 — 2002
Bachelors of Busines Administration, Finance / Economics
AppNexus March 2014 - Present
AppNexus August 2013 - February 2014
AppNexus March 2013 - August 2013
Goldman Sachs September 2009 - February 2013
Goldman Sachs July 2006 - September 2009
Morgan Stanley June 2005 - August 2005
Skills
Corporate Strategy, Corporate Development, New Business Development, Strategy, Mergers & Acquisitions, Business Development, Strategic Planning, Business Analysis, Management, Financial Modeling, Corporate Finance, Venture Capital, Due Diligence, Valuation, Private Equity, Business Strategy, Analytics, Investment Banking, Business Planning, Investments
Education
University of Notre Dame - Mendoza College of Business 2002 — 2006
Bachelors of Business Administration
National Grid September 2011 - Present
National Grid April 2009 - September 2011
Integrys Energy Services February 2002 - April 2009
Morgan Stanley January 2000 - November 2001
DHR International September 1999 - December 1999
Skills
Renewable Energy, Energy, Pricing, Financial Modeling, Trading, Electricity Markets, Energy Policy, Contract Negotiation, Valuation, Strategy, Risk Management, Commodity
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Corporate Finance, Financial Instruments & Markets, and Financial Systems & Analytics
University of Notre Dame 1995 — 1999
Bachelor of Science (B.S.), Preprofessional Studies Science-Business Sequence
Kitson & Partners September 2003 - Present
Morgan Stanley August 1995 - August 2003
Skills
Due Diligence, Real Estate Development, Real Estate, Financial Analysis, Commercial Real Estate, Disposition, Investment Properties
Education
University of Notre Dame 1991 — 1995
Morgan Stanley August 2012 - Present
Morgan Stanley June 2011 - June 2014
Morgan Stanley January 2010 - August 2011
Morgan Stanley January 2008 - December 2009
Morgan Stanley June 2006 - December 2007
Morgan Stanley June 2000 - May 2006
Education
University of Notre Dame 1996 — 2000
Business Economics, Finance, Computer Applications
Caxton Associates LP February 2011 - Present
Caxton Associates LLC November 2002 - February 2011
Zurich Scudder Investments July 2000 - June 2001
Morgan Stanley September 1999 - July 2000
Skills
Hedge Funds, Derivatives, Back Office, Bloomberg, Fixed Income, Middle Office, Options, FX Options, Trading, Commodity, Equity Derivatives, Finance, Foreign Exchange, Mutual Funds, Management
Education
University of Notre Dame 1995 — 1999
BBA, Finance
Christian Brothers Academy 1991 — 1995
High School Diploma
Amazon October 2014 - Present
Barclays Capital October 2011 - September 2014
Goldman Sachs August 2003 - October 2011
Morgan Stanley 2001 - 2003
Accenture at London Stock Exchange January 2000 - December 2000
Education
University of Nottingham 1995 — 1999
MEng, Mechanncal Engineering
King Street Capital Management November 2013 - Present
Morgan Stanley April 2012 - November 2013
Skills
Excel, Bloomberg, Derivatives, Equities, Hard Worker, Valuation, Trading, Allocation, Real Estate Finance, Team Oriented, Problem Solving, Time Management, Microsoft Excel, Financial Analysis, Financial Modeling, Finance, Investments, Hedge Funds, Equity Derivatives, Capital Markets, Risk Management, Alternative Investments
Education
University of Notre Dame 2007 — 2011
B.A., Finance
Morgan Stanley October 2010 - Present
Metropolitan Montessori School June 2012 - June 2014
Bernstein Global Wealth Management April 2009 - September 2010
J.P. Morgan April 2002 - August 2008
Wachovia April 2001 - March 2002
J.P. Morgan February 1999 - April 2001
Nomura July 1996 - February 1999
Toyo Trust & Banking Co. October 1993 - May 1995
Skills
Capital Markets, Loans, Underwriting, Mortgage, Structuring, Valuation, Loan Origination, CMBS, Real Estate, Debt, Financial Structuring, Commercial Mortgages, Real Estate Financing, Mortgage Lending, Commercial Real Estate, Commercial Lending, Real Estate Economics, Mezzanine, Asset Management, Investment Banking, Structured Finance
Education
University of Notre Dame - Mendoza College of Business 1995 — 1996
MBA, Finance & Accounting
University of Richmond 1983 — 1987
BS, Business Administration
Horace Mann School 1979 — 1983
Everywhere August 2010 - Present
Merrill Lynch November 2008 - August 2010
Morgan Stanley October 1997 - November 2008
Skills
Series 7, Series 63, Series 65, Securities, Retirement Planning, Mutual Funds, Equities, Investments, Fixed Income, Asset Allocation, Portfolio Management
Education
University of Oklahoma 1985 — 1990
Bachelor of Business Administration (B.B.A.)
Alliance of Angels September 2013 - Present
Joyce Development June 2003 - Present
Jet Networks, Inc. September 2013 - Present
Joyce Entertainment May 2008 - June 2013
BigLug.com 1999 - 2001
Morgan Stanley September 1998 - May 1999
Skills
Documentaries, Negotiation, Strategy, Television, Producing, Online Marketing, Management, Investments, Project Management, Fundraising, Social Networking, Real Estate, Editing, Social Media, Advertising, Finance, Film Production, Feature Films, Screenwriting, Film, Post Production, Short Films
Education
University of Notre Dame - Mendoza College of Business 2001 — 2003
MBA, Finance
University of Notre Dame 1994 — 1998
BA, History
Galvin
St. Sebastians
Morgan Stanley June 2014 - Present
Goldman Sachs November 2007 - May 2014
Permal Asset Management May 2006 - November 2007
Debevoise & Plimpton 2004 - 2006
Education
University of Oregon 2000 — 2004
Kiski Group Inc. December 2008 - Present
Duff Capital Advisors February 2008 - September 2008
Claiborne Capital Group LLC June 2001 - December 2004
SAC Capital July 1999 - May 2001
Tiger Management January 1996 - June 1999
Premium Standard Farms October 1994 - December 1995
Morgan Stanley June 1988 - September 1994
Skills
Hedge Funds, Alternative Investments, Investments, Securities, Private Equity, Asset Management, Mergers & Acquisitions, Portfolio Management, Fixed Income, Equities, Valuation
Education
University of Notre Dame 1984 — 1988
BA, Program of Liberal Studies
QRM January 2012 - Present
QRM January 2003 - January 2012
Morgan Stanley July 1997 - July 2002
Skills
Funds Transfer Pricing, Financial Modeling, Derivatives, Interest Rate Risk..., ALM, Valuation, Liquidity Risk, Market Risk, Quantitative Finance, Fixed Income, Credit Risk, Financial Analysis
Education
University of Chicago 2006 — 2009
Master of Business Administration (M.B.A.), Finance, Economics, International Finance
University of Notre Dame 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Morgan Stanley September 2000 - Present
Knight Securities March 1997 - September 2000
Software Solutions March 1996 - March 1997
Command Systems Consulting January 1995 - March 1996
Aetna August 1993 - January 1995
Education
University of Notre Dame 1989 — 1993
Bachelor of Science (BSc), Mathematics and Computer Science
Morgan Stanley October 2007 - August 2008
Deloitte & Touche July 2006 - October 2007
Education
Yale University - Yale School of Management 2008 — 2010
MBA, Finance
University of Virginia 2005 — 2006
M.S., Accounting
University of Oregon 2002 — 2005
B.A., Accounting
Maryland Health & Higher Educational Facilities Authority July 2009 - Present
State of Maryland March 2006 - July 2009
JP Morgan Chase 2002 - 2002
Morgan Stanley 1997 - 2001
Ferris, Baker Watts 1995 - 1996
Education
University of Notre Dame - Mendoza College of Business 2001 — 2003
MBA
Sports Recruits LLC 2013 - Present
Kenyon Real Estate 2013 - Present
Cantor Fitzgerald May 2009 - November 2012
HSBC February 2007 - September 2008
Standard & Poor's August 2006 - January 2007
Morgan Stanley January 2006 - June 2006
Skills
ABS, MBS, Bloomberg, Intex, Fixed Income, Series 7, Residential Mortgages, Capital Markets
Education
University of Notre Dame 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Arkansas Blue Cross Blue Shield June 2015 - Present
Tesoro March 2011 - December 2014
USAA September 2006 - February 2011
Morgan Stanley August 2004 - February 2006
Skills
Underwriting, Insurance, Fixed Annuities, Economic Capital, Property & Casualty..., Retirement, Actuaries, General Insurance, Casualty, Capital Management, Enterprise Risk...
Education
University of Notre Dame 1999 — 2004
BS in physics 1999, PhD in physics 2004, Theoretical and Mathematical Physics
University of Notre Dame 1995 — 2004
Doctor of Philosophy (PhD), Theoretical and Mathematical Physics
Morgan Stanley
Skills
Series 7, Bonds, Wealth Management, Investments, Alternative Investments, Fixed Income, Capital Markets, Securities, Asset Allocation, Bloomberg, Bloomberg Terminal, ETFs, Series 65, Structured Products, Series 63
Education
University of Oregon 2000 — 2004
Bachelor of Science (BS), Political Science
H.I.G. Capital March 2011 - Present
Nautic Partners December 2009 - February 2011
Nautic Partners July 2007 - December 2009
Moon Capital 2006 - 2006
Nautic Partners June 2003 - June 2005
Morgan Stanley 2000 - 2003
Skills
Private Equity, Due Diligence, Mergers & Acquisitions, LBO, Financial Modeling, Corporate Finance, Start-ups, Corporate Development, Valuation, Venture Capital, Strategy
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
University of Notre Dame 1996 — 2000
Bachelor of Business Administration (BBA), Finance
Victus Capital Wealth November 2010 - Present
Merrill Lynch October 2005 - November 2010
Morgan Stanley October 2002 - September 2005
Skills
Wealth Management, Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Equity Research, Valuation, Investment Advisory, Financial Modeling, Equities, Private Equity, Investment Management, Fixed Income, Mergers & Acquisitions, Portfolio Management, Financial Planning, Asset Management
Education
University of Notre Dame 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
University of Notre Dame - Mendoza College of Business 1980 — 1984
BBA, Accounting
Morgan Stanley June 2007 - Present
Education
University of Notre Dame 2003 — 2007
B.B.A., Finance / Economics
Albany Academy 1993 — 2003
Sandler O'Neill & Partners September 2007 - Present
Morgan Stanley December 2004 - August 2007
PwC September 2002 - December 2004
Education
University of Notre Dame - Mendoza College of Business 2002 — 2002
M.S.A, Accounting
University of Notre Dame 1997 — 2001
B.B.A, Accounting
Wilton High School 1992 — 1997
RBC Capital Markets January 2014 - Present
Morgan Stanley August 2010 - Present
Barclays Capital September 2008 - August 2010
Lehman Brothers September 2006 - September 2008
Skills
Valuation, Derivatives, Financial Modeling, Fixed Income, Capital Markets
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
M.S., Accounting
University of Notre Dame - Mendoza College of Business 2001 — 2005
B.B.A., Accounting
TCS Financial, LLC May 2009 - Present
Morgan Stanley May 1997 - April 2004
Education
University of Oklahoma 1980 — 1983
Mangement, Business
PwC 2011 - 2013
MasterCard Advisors November 2005 - April 2011
J.P. Morgan 2003 - 2005
Marsh & McLennan Companies, Inc. 2002 - 2003
Morgan Stanley 2000 - 2002
Deloitte Consulting 1998 - 2000
A.T. Kearney 1994 - 1998
Accenture 1990 - 1994
Skills
Payments, Credit Cards, Management Consulting, Business Strategy, Financial Services, Banking, Strategy, Mobile Payments, Business Analysis, Debit Cards, Financial Modeling, Analytics, Strategic Planning, Strategic Partnerships, Risk Management, Segmentation, Business Process..., Business Transformation
Education
University of Notre Dame - Mendoza College of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
Villanova University 1984 — 1988
BA, Economics
FTB Advisors inc. June 2013 - Present
Morgan Stanley September 2012 - June 2013
Morgan Stanley Smith Barney September 2009 - September 2012
Smith Barney Inc. January 2001 - January 2012
Skills
Series 7, Wealth Management, Series 63, FINRA, Series 65, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Retirement Planning, Investment Advisory, Financial Advisory, ETFs, Asset Management, Uniform Combined State...
Education
University of Oklahoma 1976 — 1984
Bachelor of Science/Juris Doctor, Political Science/Law
Morgan Stanley April 2015 - Present
Morgan Stanley July 2011 - December 2014
Pitney Bowes March 2009 - July 2011
Bleacher Report August 2010 - June 2011
We Never Graduate September 2009 - May 2011
ESPN Radio September 2008 - December 2008
Saucon Valley Country Club May 1999 - August 2008
Spanky's Pizza August 2006 - May 2008
Charlie's Army T-Shirt Business August 2005 - September 2006
Skills
Marketing, Strategic Planning, Management, Entrepreneurship, Public Speaking
Education
University of Notre Dame 2004 — 2008
BA, Management-Consulting
University of Notre Dame - Mendoza College of Business 2004 — 2008
BA, Management
First Analyis Corp. April 2012 - Present
Robert W. Baird & Co. 2008 - 2012
ProLogis 2007 - 2008
William Blair and Company 2000 - 2007
Jones Lang LaSalle 1995 - 2000
Kidder, Peabody & Co. Incorporated 1992 - 1994
Morgan Stanley 1990 - 1991
Drexel Burnham Lambert 1986 - 1988
Skills
Equities, Corporate Governance, Alternative Investments, Corporate Development, Asset Allocation, M&A experience, Restructuring, IPO, Fixed Income, Capital Raising, Structured Finance, Hedge Funds, Private Placements, Management, Equity Research, Investor Relations, Acquisitions, Risk Management, Start-ups, LBO, Series 7
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Notre Dame 1982 — 1986
BA, Economics
KeyBanc Capital Markets April 2012 - Present
Jefferies & Company October 2009 - November 2011
HSBC Global Asset Management August 2007 - September 2009
Morgan Stanley July 2005 - July 2007
Skills
Credit Trading, Investments, CDS, Portfolio Management, Fixed Income, Asset Management, Bonds, Asset Allocation, Asset Managment, Bloomberg, Capital Markets, Credit, Equities, Hedge Funds, Securities, Investment Strategies
Education
University of Notre Dame - Mendoza College of Business 2001 — 2005
BS, Finance, Accounting, Math
Kokino LLC April 2013 - Present
ConnCAN 2007 - Present
Civic Builders January 2004 - Present
Viking Global Investors LP February 1999 - August 2005
Tiger Management LLC 1995 - December 1998
Morgan Stanley 1988 - 1995
Education
University of Notre Dame 1984 — 1988
B.S., Math, Computing
Morgan Stanley May 2014 - Present
Morgan Stanley September 2013 - May 2014
Morgan Stanley August 2006 - May 2014
Lehman Brothers July 2001 - July 2006
Skills
Series 7, Fixed Income, Capital Markets, Bloomberg, Structured Products, Bonds, Securities, Trading, Series 63, Alternative Investments, Derivatives, Equities, Hedge Funds, Finance, Emerging Markets, Options, Swaps
Education
University of Notre Dame 1997 — 2001
BBA, Finance
Goldman Sachs July 2006 - Present
Morgan Stanley May 2005 - August 2005
Aon Corporation May 2004 - August 2004
Skills
Equities, Financial Modeling, Valuation, Hedge Funds, Private Equity, Fixed Income, Investment Banking, Capital Markets, Alternative Investments, Investments, Series 7, Corporate Finance, Investment Management, Risk Management, Portfolio Management, Asset Allocation, Options, Financial Markets, Trading, Bonds, Wealth Management, Investment Strategies, Investment Advisory, Electronic Trading, Private Banking, Wealth Management...
Education
Lafayette High School
Neuqua Valley High School
University of Notre Dame
BS, Finance and Political Science
Backstop Solutions Group September 2011 - Present
Morningstar July 2009 - August 2011
Morgan Stanley June 2008 - August 2008
Skills
Analytics, Analysis, Valuation, Financial Risk, Finance, Pensions, Corporate Finance, Institutional..., Equities, Economics, Mutual Funds, Private Equity, Asset Allocation, Hedge Funds, Portfolio Management
Education
University of Notre Dame 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
COUNTRY Financial® September 2014 - March 2015
Morgan Stanley December 2009 - April 2011
Financial Partner Network January 2007 - December 2009
Nationwide Financial January 2005 - December 2006
ING Financial Partners June 2000 - December 2004
Skills
Strategic Financial..., Retirement Planning, Finance, Financial Analysis, Customer Service, Team Building, Sales, Sales Management, Small Business, Marketing, Account Management, Coaching, Forecasting, Process Improvement, New Business Development, Business Planning, Marketing Strategy, Strategic Planning, Series 7, Financial Planning, Positive Behavior...
Education
University of Oregon
BBA, Business Management
St Martins College
Associate of Arts (AA), General Studies
Morgan Stanley March 2015 - Present
Bank of America Investments May 2005 - March 2015
Morgan Stanley April 1986 - May 2005
Skills
Portfolio Management, Relationship Management, Financial Services, Capital Markets, Investment Banking, Fixed Income, Equities, Investments, Wealth Management, Series 7, Asset Management, Securities
Education
University of Oklahoma 1971 — 1975
Bachelor of Business Administration (B.B.A.), Marketing
Casady School
Morgan Stanley May 2004 - Present
Education
University of Notre Dame 1998 — 2002
Finance
Sageview Capital August 2012 - August 2015
Morgan Stanley June 2010 - August 2012
Education
University of Notre Dame 2006 — 2010
Bachelor of Business Administration (BBA), Finance / Economics
Bramblewine Reserves January 2009 - Present
MassMutual/Oregon Financial Benefits Group August 2005 - August 2009
Continu Data Services February 2008 - January 2009
Morgan Stanley October 2001 - July 2003
Keeney Physical Therapy, Inc August 2000 - March 2001
Charles Schwab and Company, Inc December 1998 - August 1999
Skills
Project Management, Employee Benefits, Access, CRM, PowerPoint, Team Building, Insurance
Education
University of Oregon 1994 — 1998
Philosopphy
Morgan Stanley 2010 - Present
Guggenheim Capital Markets June 2008 - April 2010
Bear Stearns December 2004 - June 2008
Colorado Rockies Baseball Club June 2003 - February 2005
Skills
Fixed Income, Sales, Series 7, Bloomberg, Capital Markets, Series 63, Derivatives, Equities, Investments, Hedge Funds, Bonds, Securities
Education
University of Chicago 2007 — 2010
MBA, Finance, Econometrics & Statistics
University of Notre Dame 1999 — 2003
BS, Finance
J.P. Morgan July 2011 - Present
Morgan Stanley June 2007 - May 2011
Morgan Stanley 2007 - 2011
Lehman Brothers June 1998 - May 2007
Skills
Bloomberg
Education
University of Notre Dame - Mendoza College of Business 1996 — 1998
MBA, Finance
Ridgefield High School
Ridgefield High School
Square Realty Advisors June 2013 - August 2014
Bright Realty March 2012 - June 2013
The Weitzman Group September 2010 - February 2012
J&B Commercial March 2009 - September 2010
Coldwell Banker Commercial- SA June 2006 - February 2009
Greenhill School 2006 - 2009
Morgan Stanley January 2003 - November 2005
Education
University of Notre Dame
MHR Fund Management January 2008 - Present
Morgan Stanley June 2005 - January 2008
Education
University of Notre Dame 2001 — 2005
B.A., Political Science
University of Notre Dame - Mendoza College of Business 2001 — 2005
B.B.A., Finance
Design Space Modular Buildings, Inc February 2003 - October 2011
Morgan Stanley October 1999 - December 2001
BF-2 Metals April 1998 - October 2000
Education
University of Oregon 1994 — 1998
BS, Political Science
Morgan Stanley November 2012 - October 2014
Citigroup 1991 - December 2012
American Stock Exchange February 1977 - January 2005
Charlton,Goin, SLK 1981 - 1990
Skills
Options, Series 7, ETFs, Equities, Securities, Series 63, Trading, Capital Markets, Structured Products, Series 66
Education
University of Notre Dame 1972 — 1976
BA, Economics
Morgan Stanley August 2013 - Present
Morgan Stanley July 2010 - August 2013
Education
University of Notre Dame 2005 — 2009
Bachelor of Business Administration, Finance
UBS Private Wealth Management November 2007 - Present
Morgan Stanley September 2001 - November 2007
Education
University of Notre Dame 1992 — 1996
Bachelor of Arts (B.A.), Pre-Professional Studies
Morgan Stanley May 2015 - Present
US Congressman Dan Benishek August 2014 - December 2014
Sweet Dreamzzz, Inc. May 2014 - August 2014
Skills
Project Management, Marketing, Sales, Nonprofits, Impact Investing, Email Marketing, Community Outreach, Political Campaigns, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Photoshop, Public Speaking
Education
University of Notre Dame 2013 — 2017
Finance, General
University of Notre Dame - Mendoza College of Business
Finance, General