Morgan Stanley

Industry: Investment banking company

Description

Morgan 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.

Morgan Stanley Salaries. You can even request information on how much does Morgan Stanley pay if you want to. Learn about salaries, pros and cons of working for Morgan Stanley directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

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
Chloe Rask Chloe Rask Portland, Oregon Details
Chloe Rask's Morgan Stanley Experience 2013 - 2013
Job Lead Copywriter at The Venture Dept.
Industry Public Relations and Communications
Experience
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

Joseph L. Zales Joseph L. Zales Notre Dame, Indiana Details
Joseph L. Zales's Morgan Stanley Experience June 2011 - March 2013
Job Seventh Circuit Externship Brief Writer and Oralist at Notre Dame Law School
Industry Law Practice
Experience
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

Savannah Long Savannah Long Oklahoma City, Oklahoma Details
Savannah Long's Morgan Stanley Experience October 2010 - March 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Gabriel Silverstein, SIOR Gabriel Silverstein, SIOR New York, New York Details
Gabriel Silverstein, SIOR's Morgan Stanley Experience 1994 - 1994
Job President / Investment Banker / Financing & BuildtoSuit Specialist / OffMarket Transaction Specialist
Industry Real Estate
Experience
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

Bill McKiernan Bill McKiernan Providence, Rhode Island Area Details
Bill McKiernan's Morgan Stanley Experience 2001 - 2005
Job Merrill Edge Financial Solutions Advisor
Industry Financial Services
Experience
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

Joseph Quaderer Joseph Quaderer New York, New York Details
Joseph Quaderer's Morgan Stanley Experience April 2011 - Present
Job Vice President Lending Advisor at Morgan Stanley
Industry Financial Services
Experience
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

Gabriela da Silva Gabriela da Silva Eugene, Oregon Details
Gabriela da Silva's Morgan Stanley Experience October 2014 - Present
Job Rising Professional at the University of Oregon
Industry
Experience
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

joseph colleran joseph colleran New York, New York Details
joseph colleran's Morgan Stanley Experience May 1997 - April 2007
Job Head of US Fixed Income Trading at Bank Leumi
Industry Financial Services
Experience
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

Brooke Solis Brooke Solis Austin, Texas Details
Brooke Solis's Morgan Stanley Experience 1991 - 1993
Job Founder, CEO at JustGoGirl
Industry Health, Wellness and Fitness
Experience
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

Shannon Brady Shannon Brady San Juan Capistrano, California Details
Shannon Brady's Morgan Stanley Experience June 2014 - Present
Job Morgan Stanley Investment Banking Analyst
Industry Financial Services
Experience
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

Erik Lyneis Erik Lyneis San Francisco, California Details
Erik Lyneis's Morgan Stanley Experience May 2013 - July 2013
Job Business Operations Associate at AltX
Industry Financial Services
Experience
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

Ted Karren Ted Karren Greater Salt Lake City Area Details
Ted Karren's Morgan Stanley Experience 1999 - 2000
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Keith Koeferl, CFA Keith Koeferl, CFA Greater New York City Area Details
Keith Koeferl, CFA's Morgan Stanley Experience 1997 - 1998
Job Executive Director, Portfolio Manager at Nomura Securities
Industry Investment Management
Experience
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

Amber Broberg Amber Broberg Tulsa, Oklahoma Area Details
Amber Broberg's Morgan Stanley Experience June 2011 - July 2011
Job Division Order Analyst at ConocoPhillips
Industry Oil & Energy
Experience
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

Daniel Whitaker Daniel Whitaker New York, New York Details
Daniel Whitaker's Morgan Stanley Experience June 2014 - Present
Job Surveillance Analyst at Morgan Stanley
Industry Financial Services
Experience
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

Jim Hosch Jim Hosch Dallas, Texas Details
Jim Hosch's Morgan Stanley Experience 1998 - 2001
Job Regional Vice President of Sales Central US at Open Lending LLC
Industry Financial Services
Experience
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

John M. Verfurth, CFP® John M. Verfurth, CFP® Vienna, Virginia Details
John M. Verfurth, CFP®'s Morgan Stanley Experience September 1995 - July 2011
Job Managing Director & Partner, HighTower Advisors
Industry Financial Services
Experience
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

Westy Hopkins Westy Hopkins New York, New York Details
Westy Hopkins's Morgan Stanley Experience June 2014 - Present
Job Investment Banking Analyst
Industry Financial Services
Experience
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

Eduardo Mendiola Eduardo Mendiola Miami, Florida Details
Eduardo Mendiola's Morgan Stanley Experience December 2013 - Present
Job International Wealth Management Specialist
Industry Financial Services
Experience
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

Tiondra Abernathy Tiondra Abernathy Greater Atlanta Area Details
Tiondra Abernathy's Morgan Stanley Experience April 2014 - April 2015
Job Advisory Systems Specialist
Industry Financial Services
Experience
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

Laura Abbruzzese Laura Abbruzzese Chicago, Illinois Details
Laura Abbruzzese's Morgan Stanley Experience August 2007 - April 2008
Job Foundation Coordinator at Ann & Robert H. Lurie Children's Hospital of Chicago
Industry Fund-Raising
Experience
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

Jack Gillen Jack Gillen Greater New York City Area Details
Jack Gillen's Morgan Stanley Experience May 2013 - August 2013
Job Incoming Sales and Trading Analyst at UBS Investment Bank
Industry Financial Services
Experience
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

Nick Yovanoff Nick Yovanoff New York, New York Details
Nick Yovanoff's Morgan Stanley Experience October 2012 - Present
Job Executive Director Product Manager at Morgan Stanley
Industry Financial Services
Experience
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

Mark Gianfalla Mark Gianfalla Greater New York City Area Details
Mark Gianfalla's Morgan Stanley Experience November 2014 - Present
Job Fixed Income Analyst at Morgan Stanley
Industry Financial Services
Experience
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

Danelle Adams Bender Danelle Adams Bender Kansas City, Missouri Area Details
Danelle Adams Bender's Morgan Stanley Experience 2001 - 2003
Job Treasurer, Dairy Farmers of America
Industry Dairy
Experience
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

Matt Dabaco Matt Dabaco Greater New York City Area Details
Matt Dabaco's Morgan Stanley Experience June 2012 - July 2014
Job Private Equity Associate at Silver Lake Partners
Industry Venture Capital & Private Equity
Experience
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

Jeff Strong Jeff Strong Orange County, California Area Details
Jeff Strong's Morgan Stanley Experience March 2003 - March 2008
Job Director of Sales at Sterling Administration
Industry Insurance
Experience
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

Lisa Lindley Lisa Lindley Portland, Oregon Area Details
Lisa Lindley's Morgan Stanley Experience March 2007 - June 2009
Job Senior Registered Account Administrator at Steinberg Investment Group
Industry Financial Services
Experience
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

Gregory Rauen Gregory Rauen Cleveland/Akron, Ohio Area Details
Gregory Rauen's Morgan Stanley Experience September 2010 - January 2013
Job Vice President Capital Markets Documentation Manager
Industry Financial Services
Experience
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

Dennis Shea Dennis Shea Greater New York City Area Details
Dennis Shea's Morgan Stanley Experience 2000 - 2006
Job Investor
Industry Investment Management
Experience
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

Laura Horrigan Laura Horrigan Greater Los Angeles Area Details
Laura Horrigan's Morgan Stanley Experience March 2007 - July 2008
Job Human Resources Professional in Recruiting & Talent Acquisition
Industry Human Resources
Experience
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

Jaime Saul Jaime Saul Orange County, California Area Details
Jaime Saul's Morgan Stanley Experience January 2000 - July 2003
Job Vice President at MFS Investment Management
Industry Financial Services
Experience
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

Brian Mitchell, CIMA® Brian Mitchell, CIMA® Oklahoma City, Oklahoma Area Details
Brian Mitchell, CIMA®'s Morgan Stanley Experience September 2001 - August 2005
Job First Vice President Investments at Gaberino Carey & Mitchell Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Curt Wilson Curt Wilson Tulsa, Oklahoma Area Details
Curt Wilson's Morgan Stanley Experience 1988 - 1999
Job Owner, Summit Investment Group, LLC
Industry Financial Services
Experience
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

Colby Payne Colby Payne San Francisco Bay Area Details
Colby Payne's Morgan Stanley Experience January 2001 - January 2002
Job
Industry Computer Software
Experience
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

Owen Hyde Owen Hyde Portland, Oregon Details
Owen Hyde's Morgan Stanley Experience 2015 - Present
Job Equity Research Associate at Morgan Stanley
Industry Capital Markets
Experience
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

John Henry Decker John Henry Decker West Hartford, Connecticut Details
John Henry Decker's Morgan Stanley Experience February 2000 - January 2015
Job Wealth Advisor, CFP®, CIMA® at RBC Wealth Management
Industry Financial Services
Experience
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

Andrew Crenshaw Andrew Crenshaw New York, New York Details
Andrew Crenshaw's Morgan Stanley Experience August 2002 - June 2013
Job Director, Customer Engagement Solutions at Macmillan
Industry Information Technology and Services
Experience
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

Michael O'Donovan Michael O'Donovan New York, New York Details
Michael O'Donovan's Morgan Stanley Experience July 2010 - September 2013
Job KKR
Industry Financial Services
Experience
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

Ej Smith Ej Smith Tulsa, Oklahoma Area Details
Ej Smith's Morgan Stanley Experience October 1996 - August 2001
Job Trading & Operations Director at ChartMark Investments, Inc.
Industry Financial Services
Experience
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

Emily Barrett Emily Barrett Greater Denver Area Details
Emily Barrett's Morgan Stanley Experience July 2003 - February 2009
Job .
Industry Investment Management
Experience
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

Danielle Camerer Danielle Camerer Eugene, Oregon Area Details
Danielle Camerer's Morgan Stanley Experience April 2011 - August 2014
Job Loan Officer Assistant at Peak Mortgage
Industry Real Estate
Experience
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

Amy Cline, CISA Amy Cline, CISA Greater Seattle Area Details
Amy Cline, CISA's Morgan Stanley Experience January 2004 - January 2005
Job Sr. Compliance Program Manager at Microsoft
Industry Information Technology and Services
Experience
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

Nick Weido Nick Weido San Francisco Bay Area Details
Nick Weido's Morgan Stanley Experience July 2013 - July 2015
Job Private Equity Associate at Genstar Capital
Industry Investment Management
Experience
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

Brian Scully Brian Scully San Francisco Bay Area Details
Brian Scully's Morgan Stanley Experience December 1999 - February 2002
Job Director Customer Success at Animoto
Industry Online Media
Experience
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

Tierney Leddy Tierney Leddy New York, New York Details
Tierney Leddy's Morgan Stanley Experience June 2013 - July 2015
Job Investment Professional at I Squared Capital
Industry Venture Capital & Private Equity
Experience
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

Shay Ohrel Shay Ohrel Austin, Texas Area Details
Shay Ohrel's Morgan Stanley Experience 2004 - 2005
Job Driving Renewable Energy Adoption & Partnerships
Industry Renewables & Environment
Experience
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

Devin Clark Devin Clark Cardiff By The Sea, California Details
Devin Clark's Morgan Stanley Experience May 2004 - May 2005
Job Project Management Consultant/Master Scheduler
Industry Military
Experience
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

Aia Tulepbergenova Aia Tulepbergenova New York, New York Details
Aia Tulepbergenova's Morgan Stanley Experience June 2013 - Present
Job Ecommerce at Morgan Stanley
Industry Investment Banking
Experience
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)

Christopher Keber Christopher Keber Chicago, Illinois Details
Christopher Keber's Morgan Stanley Experience June 2012 - July 2012
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
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

Josh Mazzarella Josh Mazzarella New York, New York Details
Josh Mazzarella's Morgan Stanley Experience June 2015 - Present
Job Analyst, Firm Strategy & Execution at Morgan Stanley
Industry Financial Services
Experience
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

Cory Jbara Cory Jbara Greater Detroit Area Details
Cory Jbara's Morgan Stanley Experience May 2014 - August 2014
Job ITLP Intern at GE Healthcare
Industry Computer Software
Experience
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

Daniel Groom Daniel Groom New York, New York Details
Daniel Groom's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
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

Dan Beisiegel Dan Beisiegel Tulsa, Oklahoma Area Details
Dan Beisiegel's Morgan Stanley Experience July 2001 - September 2005
Job at Merrill Lynch
Industry Financial Services
Experience
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.

Paul Capretta Paul Capretta San Francisco Bay Area Details
Paul Capretta's Morgan Stanley Experience May 2011 - August 2011
Job Financial Analyst at Apple
Industry Financial Services
Experience
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

Tyler Wingo Tyler Wingo Fairfax, Virginia Details
Tyler Wingo's Morgan Stanley Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Investment Banking
Experience
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

Mariela Suarez Mariela Suarez New York, New York Details
Mariela Suarez's Morgan Stanley Experience July 2006 - June 2011
Job Consultant at Bain & Company
Industry Management Consulting
Experience
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

Bert Ferrara Bert Ferrara Odessa/Midland, Texas Area Details
Bert Ferrara's Morgan Stanley Experience July 2007 - July 2010
Job Associate General Counsel at Legacy Reserves
Industry Oil & Energy
Experience
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

John Reising John Reising New York, New York Details
John Reising's Morgan Stanley Experience August 2015 - Present
Job Investment Banking Analyst, Mergers & Acquisitions at Morgan Stanley
Industry Investment Banking
Experience
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

Brian Reynolds Brian Reynolds New York, New York Details
Brian Reynolds's Morgan Stanley Experience December 2010 - January 2011
Job Associate at PwC
Industry Accounting
Experience
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

Pablo Ortega Pablo Ortega New York, New York Details
Pablo Ortega's Morgan Stanley Experience July 2008 - June 2011
Job Vice President at Citi
Industry Financial Services
Experience
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

Richard Ryan Richard Ryan Chicago, Illinois Details
Richard Ryan's Morgan Stanley Experience August 2013 - Present
Job Fixed Income Sales at Morgan Stanley
Industry Financial Services
Experience
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

Viral Kothari, CFA Viral Kothari, CFA Newport Beach, California Details
Viral Kothari, CFA's Morgan Stanley Experience 2013 - Present
Job Institutional Fixed Income Sales at Morgan Stanley
Industry Investment Management
Experience
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

David J. Smith CRPC® David J. Smith CRPC® Greater Chicago Area Details
David J. Smith CRPC®'s Morgan Stanley Experience August 1984 - September 2008
Job Senior Vice President UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  September 2008 - Present
Morgan Stanley   August 1984 - September 2008

Education
University of Notre Dame   1974 — 1978
Bachelor of Business Administration

Bradley Galko Bradley Galko Greater Boston Area Details
Bradley Galko's Morgan Stanley Experience July 1994 - April 2001
Job VP, Senior Research Analyst at Eaton Vance
Industry Financial Services
Experience
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

Sean Oxley Sean Oxley Chicago, Illinois Details
Sean Oxley's Morgan Stanley Experience June 2012 - January 2013
Job Cargo Operations Manager at United Airlines
Industry Aviation & Aerospace
Experience
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

Henry Shine Henry Shine Chicago, Illinois Details
Henry Shine's Morgan Stanley Experience June 2011 - September 2012
Job Analyst at Silver Point Capital
Industry Investment Management
Experience
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

Thomas Connor Thomas Connor New York, New York Details
Thomas Connor's Morgan Stanley Experience July 2013 - Present
Job Interest Rate Trader at Morgan Stanley
Industry Financial Services
Experience
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

Philip Meads Philip Meads Chicago, Illinois Details
Philip Meads's Morgan Stanley Experience March 1998 - September 1999
Job Network Analyst at MNI
Industry Information Technology and Services
Experience
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

Kyle Higgs Kyle Higgs Greater New York City Area Details
Kyle Higgs's Morgan Stanley Experience September 2009 - Present
Job Vice President at Morgan Stanley, Power Trading
Industry Oil & Energy
Experience
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

Stephen Quaderer Stephen Quaderer Greater New York City Area Details
Stephen Quaderer's Morgan Stanley Experience June 2005 - August 2005
Job
Industry Internet
Experience
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

James Ruebenacker James Ruebenacker Greater New York City Area Details
James Ruebenacker's Morgan Stanley Experience January 2000 - November 2001
Job at National Grid
Industry Oil & Energy
Experience
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

Tom Hoban Tom Hoban West Palm Beach, Florida Area Details
Tom Hoban's Morgan Stanley Experience August 1995 - August 2003
Job Owner, Kitson & Partners
Industry Real Estate
Experience
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

James W. Jesse James W. Jesse Greater New York City Area Details
James W. Jesse's Morgan Stanley Experience August 2012 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
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

Peter Stubbs Peter Stubbs Greater New York City Area Details
Peter Stubbs's Morgan Stanley Experience September 1999 - July 2000
Job Operations Manager at Caxton Associates
Industry Financial Services
Experience
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

Viven Gupta Viven Gupta Seattle, Washington Details
Viven Gupta's Morgan Stanley Experience 2001 - 2003
Job Senior Tax Manager within Finance Operations at Amazon
Industry Retail
Experience
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

David M. Anderson David M. Anderson New York, New York Details
David M. Anderson's Morgan Stanley Experience April 2012 - November 2013
Job Derivatives Analyst at King Street Capital Management
Industry Financial Services
Experience
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

Patrick Ciriello Patrick Ciriello Greater New York City Area Details
Patrick Ciriello's Morgan Stanley Experience October 2010 - Present
Job Senior Banker, Morgan Stanley
Industry Commercial Real Estate
Experience
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

Kristi Kenaga Kristi Kenaga Dallas/Fort Worth Area Details
Kristi Kenaga's Morgan Stanley Experience October 1997 - November 2008
Job Traveler
Industry Financial Services
Experience
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.)

Dennis Joyce Dennis Joyce Greater Seattle Area Details
Dennis Joyce's Morgan Stanley Experience September 1998 - May 1999
Job Advisor at Jet Networks, Inc.
Industry Investment Management
Experience
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

Jenna Rotner Jenna Rotner Greater New York City Area Details
Jenna Rotner's Morgan Stanley Experience June 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
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

Kevin Becker Kevin Becker Greater New York City Area Details
Kevin Becker's Morgan Stanley Experience June 1988 - September 1994
Job CEO at Kiski Group, Inc.
Industry Investment Management
Experience
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

Max Gunnill Max Gunnill Greater Chicago Area Details
Max Gunnill's Morgan Stanley Experience July 1997 - July 2002
Job Credit & Capital Practice Manager at QRM
Industry Financial Services
Experience
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

Jeffrey Bergamotto Jeffrey Bergamotto Greater New York City Area Details
Jeffrey Bergamotto's Morgan Stanley Experience September 2000 - Present
Job Managing Director at Morgan Stanley
Industry Information Technology and Services
Experience
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

Katie Jia Katie Jia Greater New York City Area Details
Katie Jia's Morgan Stanley Experience October 2007 - August 2008
Job MBA Candidate, Yale School of Management, 2010
Industry Investment Banking
Experience
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

Wyatt Shiflett Wyatt Shiflett Baltimore, Maryland Area Details
Wyatt Shiflett's Morgan Stanley Experience 1997 - 2001
Job Assistant Executive Director at Maryland Health & Higher Educational Facilities Authority
Industry Facilities Services
Experience
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

Craig Bishko Craig Bishko Greater New York City Area Details
Craig Bishko's Morgan Stanley Experience January 2006 - June 2006
Job Real Estate & Mortgage Backed Securities professional Actively seeking new opportunities
Industry Financial Services
Experience
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

Jason Lennon Jason Lennon Little Rock, Arkansas Area Details
Jason Lennon's Morgan Stanley Experience August 2004 - February 2006
Job Actuarial Analyst II at Arkansas Blue Cross Blue Shield
Industry Insurance
Experience
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

Daniel McCormick Daniel McCormick San Francisco Bay Area Details
Daniel McCormick's Morgan Stanley Experience
Job Executive Director Capital Market Sales, Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Joe Zulli Joe Zulli Miami/Fort Lauderdale Area Details
Joe Zulli's Morgan Stanley Experience 2000 - 2003
Job Principal at H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
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

Thomas Calcagnini Thomas Calcagnini Greater Los Angeles Area Details
Thomas Calcagnini's Morgan Stanley Experience October 2002 - September 2005
Job Managing Partner at Victus Capital Wealth
Industry Financial Services
Experience
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

Brian Lasky Brian Lasky Greater New York City Area Details
Brian Lasky's Morgan Stanley Experience June 2007 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   June 2007 - Present

Education
University of Notre Dame   2003 — 2007
B.B.A., Finance / Economics

Albany Academy   1993 — 2003

Michael Adams, CFA Michael Adams, CFA New York, New York Details
Michael Adams, CFA's Morgan Stanley Experience December 2004 - August 2007
Job Managing Director at Sandler O'Neill & Partners
Industry Financial Services
Experience
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

Jim Oh, CFA Jim Oh, CFA Greater New York City Area Details
Jim Oh, CFA's Morgan Stanley Experience August 2010 - Present
Job Valuations at RBC Capital Markets
Industry Capital Markets
Experience
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

T. Clay Simmons T. Clay Simmons Phoenix, Arizona Area Details
T. Clay Simmons's Morgan Stanley Experience May 1997 - April 2004
Job at TCS Financial, LLC
Industry Financial Services
Experience
TCS Financial, LLC   May 2009 - Present
Morgan Stanley   May 1997 - April 2004

Education
University of Oklahoma   1980 — 1983
Mangement, Business

Robert Clarkin Robert Clarkin Greater New York City Area Details
Robert Clarkin's Morgan Stanley Experience 2000 - 2002
Job Partner Bank Solutions Group
Industry Financial Services
Experience
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

Timothy Ballard Timothy Ballard Memphis, Tennessee Details
Timothy Ballard's Morgan Stanley Experience September 2012 - June 2013
Job Financial Advisor at FTB Advisors inc.
Industry Financial Services
Experience
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

Matthew Mattare Matthew Mattare New York, New York Details
Matthew Mattare's Morgan Stanley Experience April 2015 - Present
Job Wealth Management at Morgan Stanley
Industry Financial Services
Experience
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

Rick Conklin Rick Conklin Greater Chicago Area Details
Rick Conklin's Morgan Stanley Experience 1990 - 1991
Job Managing Director at First Analysis Corp.
Industry Investment Banking
Experience
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

Kiran Pillai Kiran Pillai Chicago, Illinois Details
Kiran Pillai's Morgan Stanley Experience July 2005 - July 2007
Job Director at KeyBanc Capital Markets
Industry Financial Services
Experience
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

Brian Olson Brian Olson Greater New York City Area Details
Brian Olson's Morgan Stanley Experience 1988 - 1995
Job President & Chief Investment Officer at Kokino LLC
Industry Investment Management
Experience
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

Chris Muro, CFA Chris Muro, CFA Greater New York City Area Details
Chris Muro, CFA's Morgan Stanley Experience May 2014 - Present
Job Credit Trader at Morgan Stanley
Industry Financial Services
Experience
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

Jessica Mattes Jessica Mattes Chicago, Illinois Details
Jessica Mattes's Morgan Stanley Experience May 2005 - August 2005
Job Private Wealth Advisor at Goldman Sachs
Industry Financial Services
Experience
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

Charles Beckett, CAIA Charles Beckett, CAIA Greater Los Angeles Area Details
Charles Beckett, CAIA's Morgan Stanley Experience June 2008 - August 2008
Job Director of Institutional Sales
Industry Financial Services
Experience
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

Lonnie Gieber Lonnie Gieber Portland, Oregon Area Details
Lonnie Gieber's Morgan Stanley Experience December 2009 - April 2011
Job Financial Services
Industry Financial Services
Experience
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

Paul Malloy Paul Malloy Oklahoma City, Oklahoma Area Details
Paul Malloy's Morgan Stanley Experience March 2015 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
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

Christopher Cardillo Christopher Cardillo New York, New York Details
Christopher Cardillo's Morgan Stanley Experience May 2004 - Present
Job Director, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   May 2004 - Present

Education
University of Notre Dame   1998 — 2002
Finance

Kevin Mullaney Kevin Mullaney Greater New York City Area Details
Kevin Mullaney's Morgan Stanley Experience June 2010 - August 2012
Job Private Equity Investment Professional
Industry Investment Banking
Experience
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

Elizabeth Beinlich Elizabeth Beinlich Bandon, Oregon Details
Elizabeth Beinlich's Morgan Stanley Experience October 2001 - July 2003
Job MultiIndustry Administrative Extraordinaire
Industry Sports
Experience
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

Jp Gagne Jp Gagne Greater Chicago Area Details
Jp Gagne's Morgan Stanley Experience 2010 - Present
Job Institutional Fixed Income Sales at Morgan Stanley
Industry Financial Services
Experience
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

Christopher J. Bastek, CFA Christopher J. Bastek, CFA Greater New York City Area Details
Christopher J. Bastek, CFA's Morgan Stanley Experience June 2007 - May 2011
Job Institutional Equity Sales at JP Morgan
Industry Financial Services
Experience
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

David Choe David Choe Dallas, Texas Details
David Choe's Morgan Stanley Experience January 2003 - November 2005
Job CoFounder/Partner at Site Specialists Realty Advisors, LLC
Industry Real Estate
Experience
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

Pierre Huon Pierre Huon New York, New York Details
Pierre Huon's Morgan Stanley Experience June 2005 - January 2008
Job Principal at MHR Fund Management
Industry Venture Capital & Private Equity
Experience
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

Eric Root Eric Root Eugene, Oregon Details
Eric Root's Morgan Stanley Experience October 1999 - December 2001
Job Sales Manager
Industry Building Materials
Experience
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

Gerald Sexton Gerald Sexton Ridgefield, Connecticut Details
Gerald Sexton's Morgan Stanley Experience November 2012 - October 2014
Job Options Specialist
Industry Financial Services
Experience
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

Daniel Fuss Daniel Fuss New York, New York Details
Daniel Fuss's Morgan Stanley Experience August 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   August 2013 - Present
Morgan Stanley   July 2010 - August 2013

Education
University of Notre Dame   2005 — 2009
Bachelor of Business Administration, Finance

Steven A. Connolly, CFP® Steven A. Connolly, CFP® Greater Chicago Area Details
Steven A. Connolly, CFP®'s Morgan Stanley Experience September 2001 - November 2007
Job Senior Vice President Investments
Industry Financial Services
Experience
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

Kim Mattson Kim Mattson Greater Detroit Area Details
Kim Mattson's Morgan Stanley Experience May 2015 - Present
Job Intern at Morgan Stanley
Industry Financial Services
Experience
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

Similar Companies