Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Kimberly Carey Kimberly Carey's Morgan Stanley Experience June 2012 - July 2014
Job Senior Associate at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Morgan Stanley January 2011 - March 2011
Skills
Capital Markets, Fixed Income, Bloomberg, Valuation, Equity Swaps, Analytics, Financial Modeling, Investment Banking
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Economics, summa cum laude
Oxford University 2010 — 2010
Economics
Darien High School 2004 — 2008
Silicon Valley Bank July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Morgan Stanley January 2011 - March 2011
Skills
Capital Markets, Fixed Income, Bloomberg, Valuation, Equity Swaps, Analytics, Financial Modeling, Investment Banking
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Economics, summa cum laude
Oxford University 2010 — 2010
Economics
Darien High School 2004 — 2008
Marcus Elliott Marcus Elliott's Morgan Stanley Experience June 2011 - August 2011
Job Digital Marketer at PepsiCo
Industry Marketing and Advertising
Experience
PepsiCo July 2015 - Present
PepsiCo August 2014 - July 2015
PepsiCo June 2013 - August 2013
The Veloz Group May 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Social Media, Microsoft Excel, Public Speaking, PowerPoint, Event Planning, Microsoft Office, Management, Marketing Strategy, Microsoft Word, Project Management, Social Media Marketing
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science in Economics (BSc), Marketing and Chinese (Minor)
The Chinese University of Hong Kong 2013 — 2013
Business/Managerial Economics
PepsiCo July 2015 - Present
PepsiCo August 2014 - July 2015
PepsiCo June 2013 - August 2013
The Veloz Group May 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Social Media, Microsoft Excel, Public Speaking, PowerPoint, Event Planning, Microsoft Office, Management, Marketing Strategy, Microsoft Word, Project Management, Social Media Marketing
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science in Economics (BSc), Marketing and Chinese (Minor)
The Chinese University of Hong Kong 2013 — 2013
Business/Managerial Economics
Arjun Mahadevan's Morgan Stanley Experience June 2015 - August 2015
Job Math & Business Dual Degree Student at The University of Pennsylvania
Industry
Experience
Morgan Stanley June 2015 - August 2015
The Wharton School May 2014 - August 2014
Skillbridge June 2013 - August 2013
Ivy Global Education June 2013 - August 2013
Vector Marketing July 2012 - August 2012
Broad Institute of MIT and Harvard May 2011 - August 2011
Skills
PowerPoint, Research, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Teaching, Social Media, Teamwork, Editing, Marketing, Leadership, Customer Service, Event Planning, Social Networking
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (BA), Mathematics
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (BS), Statistics
Brookline High School 2008 — 2012
Morgan Stanley June 2015 - August 2015
The Wharton School May 2014 - August 2014
Skillbridge June 2013 - August 2013
Ivy Global Education June 2013 - August 2013
Vector Marketing July 2012 - August 2012
Broad Institute of MIT and Harvard May 2011 - August 2011
Skills
PowerPoint, Research, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Teaching, Social Media, Teamwork, Editing, Marketing, Leadership, Customer Service, Event Planning, Social Networking
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (BA), Mathematics
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (BS), Statistics
Brookline High School 2008 — 2012
Iris Yao Iris Yao's Morgan Stanley Experience August 2015 - Present
Job Commodity Strategy Junior Associate at Morgan Stanley
Industry Higher Education
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
University of Pennsylvania May 2013 - August 2013
Highland Creek Partners LLC May 2013 - August 2013
Penn Business Economics and Public Policy Department January 2013 - May 2013
Skills
Statistics, Data Analysis, Research, Microsoft Office, Mandarin, Economics, R
Education
University of Pennsylvania 2011 — 2015
B.S. Economics (Finance), B.A. Mathematics
Colonel By Secondary School 2007 — 2011
IB Diploma, Ontario Secondary School Diploma
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
University of Pennsylvania May 2013 - August 2013
Highland Creek Partners LLC May 2013 - August 2013
Penn Business Economics and Public Policy Department January 2013 - May 2013
Skills
Statistics, Data Analysis, Research, Microsoft Office, Mandarin, Economics, R
Education
University of Pennsylvania 2011 — 2015
B.S. Economics (Finance), B.A. Mathematics
Colonel By Secondary School 2007 — 2011
IB Diploma, Ontario Secondary School Diploma
Jonathan Lehr's Morgan Stanley Experience May 2010 - June 2013
Job Managing Director at WorkBench
Industry Financial Services
Experience
Work-Bench June 2013 - Present
NY Enterprise Technology Meetup (NYETM) December 2011 - Present
Society of Kauffman Fellows June 2014 - Present
Morgan Stanley May 2010 - June 2013
OpenDoor Meetings June 2012 - May 2013
Luv@FirstTweet March 2010 - July 2012
Cohen Commercial Properties LLC October 2007 - May 2010
Skills
Financial Analysis, Financial Modeling, Risk Assessment, Risk Management, Enterprise Risk..., Enterprise 2.0, Social Media, Real Estate, Real Estate Investment, real estate valuation, real estate underwriting, supplier risk management, vendor risk assessments, Supplier Management, Entrepreneurship, Entrepreneur, Enterprise Software, Start-ups, Start-up Consulting, Basketball, Sports, Investments, Private Equity, Management, Business Development, Venture Capital, Analysis
Education
University of Pennsylvania 2003 — 2007
BSE, Bioengineering, Mathematics, Economics
Work-Bench June 2013 - Present
NY Enterprise Technology Meetup (NYETM) December 2011 - Present
Society of Kauffman Fellows June 2014 - Present
Morgan Stanley May 2010 - June 2013
OpenDoor Meetings June 2012 - May 2013
Luv@FirstTweet March 2010 - July 2012
Cohen Commercial Properties LLC October 2007 - May 2010
Skills
Financial Analysis, Financial Modeling, Risk Assessment, Risk Management, Enterprise Risk..., Enterprise 2.0, Social Media, Real Estate, Real Estate Investment, real estate valuation, real estate underwriting, supplier risk management, vendor risk assessments, Supplier Management, Entrepreneurship, Entrepreneur, Enterprise Software, Start-ups, Start-up Consulting, Basketball, Sports, Investments, Private Equity, Management, Business Development, Venture Capital, Analysis
Education
University of Pennsylvania 2003 — 2007
BSE, Bioengineering, Mathematics, Economics
Mary Lynn Moshofsky's Morgan Stanley Experience June 2014 - September 2014
Job Property Assistant at IMG College
Industry Marketing and Advertising
Experience
IMG College September 2015 - Present
Oregon Alpha Chapter of Pi Beta Phi December 2013 - December 2014
Morgan Stanley June 2014 - September 2014
A Family For Every Child (AFFEC) April 2014 - June 2014
KT Event Solutions August 2013 - September 2013
Tualatin Hills Parks and Recreation District June 2012 - August 2012
Tualatin Hills Parks and Recreation District May 2010 - June 2012
Tualatin Hills Parks and Recreation District June 2010 - August 2011
Skills
Leadership, Facebook, PowerPoint, Fundraising, Marketing, Event Planning, Time Management, Microsoft Word, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, Social Media, Teamwork, Social Networking
Education
University of Oregon - Charles H. Lundquist College of Business 2012 — 2016
Bachelor of Arts (B.A.), Business Administration and Management, General
Southridge High School 2008 — 2012
IMG College September 2015 - Present
Oregon Alpha Chapter of Pi Beta Phi December 2013 - December 2014
Morgan Stanley June 2014 - September 2014
A Family For Every Child (AFFEC) April 2014 - June 2014
KT Event Solutions August 2013 - September 2013
Tualatin Hills Parks and Recreation District June 2012 - August 2012
Tualatin Hills Parks and Recreation District May 2010 - June 2012
Tualatin Hills Parks and Recreation District June 2010 - August 2011
Skills
Leadership, Facebook, PowerPoint, Fundraising, Marketing, Event Planning, Time Management, Microsoft Word, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, Social Media, Teamwork, Social Networking
Education
University of Oregon - Charles H. Lundquist College of Business 2012 — 2016
Bachelor of Arts (B.A.), Business Administration and Management, General
Southridge High School 2008 — 2012
Lily Huang's Morgan Stanley Experience June 2012 - August 2012
Job Private Equity Analyst at TPG Capital
Industry Financial Services
Experience
TPG Capital July 2014 - Present
The Wharton School September 2012 - Present
Goldman Sachs June 2013 - August 2013
Wharton Small Business Development Center July 2011 - May 2013
Morgan Stanley June 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2010 — 2014
BS, Finance
University of Pennsylvania 2010 — 2014
BA, Biology
TPG Capital July 2014 - Present
The Wharton School September 2012 - Present
Goldman Sachs June 2013 - August 2013
Wharton Small Business Development Center July 2011 - May 2013
Morgan Stanley June 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2010 — 2014
BS, Finance
University of Pennsylvania 2010 — 2014
BA, Biology
Dinesh Ramasamy Dinesh Ramasamy's Morgan Stanley Experience June 2013 - April 2015
Job Media Strategy Analyst at Google
Industry Financial Services
Experience
Google April 2015 - Present
Morgan Stanley June 2013 - April 2015
Morgan Stanley June 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Data Analysis, Financial Analysis, Microsoft Office, Microsoft Word, Research, Economics, Statistics, Market Research, Finance, Leadership, Matlab, Analysis, Teamwork
Education
University of Pennsylvania 2009 — 2013
Bachelor's Degree, Finance
Wharton School, University of Pennsylvania 2009 — 2013
Bachelor of Science in Applied Economics, Finance Concentration, Magna Cum Laude
Mansfield Jr./Sr. High School 2005 — 2009
High School, Valedictorian
Google April 2015 - Present
Morgan Stanley June 2013 - April 2015
Morgan Stanley June 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Data Analysis, Financial Analysis, Microsoft Office, Microsoft Word, Research, Economics, Statistics, Market Research, Finance, Leadership, Matlab, Analysis, Teamwork
Education
University of Pennsylvania 2009 — 2013
Bachelor's Degree, Finance
Wharton School, University of Pennsylvania 2009 — 2013
Bachelor of Science in Applied Economics, Finance Concentration, Magna Cum Laude
Mansfield Jr./Sr. High School 2005 — 2009
High School, Valedictorian
Greg Hogensen Greg Hogensen's Morgan Stanley Experience September 1987 - October 2013
Job Senior Vice President Wealth Management Senior Portfolio Manager at UBS
Industry Financial Services
Experience
UBS October 2013 - Present
Morgan Stanley September 1987 - October 2013
Education
University of Oregon - Charles H. Lundquist College of Business 1977 — 1982
BS Management, Finance, Real Estate
UBS October 2013 - Present
Morgan Stanley September 1987 - October 2013
Education
University of Oregon - Charles H. Lundquist College of Business 1977 — 1982
BS Management, Finance, Real Estate
Patrick Webster's Morgan Stanley Experience 2009 - 2009
Job Key Account Manager Vice President
Industry Financial Services
Experience
Swiss Re November 2014 - Present
Swiss Re April 2013 - November 2014
Swiss Re 2010 - 2013
Swiss Re 2011 - 2011
Morgan Stanley 2009 - 2009
CIT 2008 - 2008
Skills
Reinsurance, Corporate Finance, Financial Modeling, Business Development, Aviation, Competitive Analysis, Business Strategy, Market Research, Capital Markets, Underwriting, Data Analysis
Education
University of Pennsylvania
BA, Economics
Swiss Re November 2014 - Present
Swiss Re April 2013 - November 2014
Swiss Re 2010 - 2013
Swiss Re 2011 - 2011
Morgan Stanley 2009 - 2009
CIT 2008 - 2008
Skills
Reinsurance, Corporate Finance, Financial Modeling, Business Development, Aviation, Competitive Analysis, Business Strategy, Market Research, Capital Markets, Underwriting, Data Analysis
Education
University of Pennsylvania
BA, Economics
Samir Mayur Samir Mayur's Morgan Stanley Experience 2003 - 2005
Job Business Operations at Houston Astros
Industry Sports
Experience
Houston Astros April 2012 - Present
TLA Worldwide plc 2010 - 2012
BEST (Blue Entertainment Sports Television) 2008 - 2010
VantagePoint Venture Partners 2005 - 2007
Morgan Stanley 2003 - 2005
Education
University of Pennsylvania - The Wharton School
MBA, Management
University of Pennsylvania
BA, Economics
Houston Astros April 2012 - Present
TLA Worldwide plc 2010 - 2012
BEST (Blue Entertainment Sports Television) 2008 - 2010
VantagePoint Venture Partners 2005 - 2007
Morgan Stanley 2003 - 2005
Education
University of Pennsylvania - The Wharton School
MBA, Management
University of Pennsylvania
BA, Economics
Matt Page's Morgan Stanley Experience September 1998 - May 2001
Job Certified Financial Planner at Lucas Group Financial Planners
Industry Financial Services
Experience
Lucas Group Financial Planners August 2014 - Present
Capital Planning Advisors December 2010 - August 2014
Foord, Van Bruggen, Ebersole & Pajak June 2004 - December 2010
Trackmagic Racing July 2002 - June 2004
Wells Fargo September 2001 - June 2002
Morgan Stanley September 1998 - May 2001
Stone & Youngberg June 1998 - August 1998
Education
University of Oregon - Charles H. Lundquist College of Business 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Lucas Group Financial Planners August 2014 - Present
Capital Planning Advisors December 2010 - August 2014
Foord, Van Bruggen, Ebersole & Pajak June 2004 - December 2010
Trackmagic Racing July 2002 - June 2004
Wells Fargo September 2001 - June 2002
Morgan Stanley September 1998 - May 2001
Stone & Youngberg June 1998 - August 1998
Education
University of Oregon - Charles H. Lundquist College of Business 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Matt Moshofsky's Morgan Stanley Experience June 2011 - September 2011
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC August 2014 - Present
PwC June 2013 - March 2014
Nike June 2012 - August 2012
University of Oregon August 2011 - June 2012
Morgan Stanley June 2011 - September 2011
Portland Timbers May 2011 - September 2011
Eugene Marathon January 2011 - June 2011
Tualatin Hills Parks and Recreation District June 2010 - December 2010
University of Oregon March 2010 - June 2010
Canfield Place Assisted Living June 2008 - September 2009
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
B.A., Accounting, 3.92/4.0
PwC August 2014 - Present
PwC June 2013 - March 2014
Nike June 2012 - August 2012
University of Oregon August 2011 - June 2012
Morgan Stanley June 2011 - September 2011
Portland Timbers May 2011 - September 2011
Eugene Marathon January 2011 - June 2011
Tualatin Hills Parks and Recreation District June 2010 - December 2010
University of Oregon March 2010 - June 2010
Canfield Place Assisted Living June 2008 - September 2009
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
B.A., Accounting, 3.92/4.0
Ed Rainey's Morgan Stanley Experience 2004 - 2005
Job Director of Finance at Knockaround, LLC
Industry Consumer Goods
Experience
Knockaround, LLC September 2014 - Present
Back to the Roots LLC December 2013 - July 2014
Back to the Roots February 2013 - December 2013
Back to the Roots March 2012 - February 2013
The University of Pennsylvania Alumni Club of South Carolina March 2009 - February 2012
Scott & Stringfellow February 2009 - February 2012
Merrill Lynch 2005 - February 2009
Morgan Stanley 2004 - 2005
Pfizer 2002 - 2004
Skills
Financial Modeling, Entrepreneurship, Finance, Leadership, Microsoft Excel, Financial Reporting, Forecasting, Public Speaking, Valuation, Executive Management, Financial Analysis, Sustainable Business, Start-ups, Accounting, Cash Flow, Capital Raising, Negotiation, Asset Managment, Investments, Asset Management, Portfolio Management, Business Development
Education
University of Pennsylvania 1997 — 2001
Bachelor of Arts, Political Science
Mercersburg Academy 1993 — 1997
Knockaround, LLC September 2014 - Present
Back to the Roots LLC December 2013 - July 2014
Back to the Roots February 2013 - December 2013
Back to the Roots March 2012 - February 2013
The University of Pennsylvania Alumni Club of South Carolina March 2009 - February 2012
Scott & Stringfellow February 2009 - February 2012
Merrill Lynch 2005 - February 2009
Morgan Stanley 2004 - 2005
Pfizer 2002 - 2004
Skills
Financial Modeling, Entrepreneurship, Finance, Leadership, Microsoft Excel, Financial Reporting, Forecasting, Public Speaking, Valuation, Executive Management, Financial Analysis, Sustainable Business, Start-ups, Accounting, Cash Flow, Capital Raising, Negotiation, Asset Managment, Investments, Asset Management, Portfolio Management, Business Development
Education
University of Pennsylvania 1997 — 2001
Bachelor of Arts, Political Science
Mercersburg Academy 1993 — 1997
Mary Therese Krall Pilling's Morgan Stanley Experience May 2010 - April 2012
Job IT Business Management Retired
Industry Information Technology and Services
Experience
Morgan Stanley May 2010 - April 2012
JPMorgan 2007 - 2009
JPMorgan Chase 2005 - 2007
JP Morgan 2002 - 2005
Skills
Outsourcing, Program Management, Project Management, Business Analysis, IT Business Management, Risk Management, Financial Analysis, Financial Modeling, Financial Reporting, Telecommunications, IT Management, IT Transformation, IT Strategy, Microsoft Excel, PowerPoint, Microsoft Word, Communication, Collaboration, Managed Services, Organizational Design, Goal Oriented, IT Infrastructure..., Data Privacy, Vendor Management, Business Case, Financial Services, Strategy, Project Planning, Management Consulting, Business Process..., Information Technology, Management, PMO, Project Portfolio..., Infrastructure, Budgets, Mergers & Acquisitions, Portfolio Management, Business Strategy, Executive Management, Banking, Forecasting, Business Transformation
Education
New York School of Interior Design 2009 — 2015
Certificate in Basic Interior Design, Interior Design, 3.96 GPA
YogaWorks 2013 — 2013
Graduate of the Yoga Alliance approved YogaWorks intensive 200-hour Teacher Training program., Yoga Teacher Training/Yoga Therapy
University of Pennsylvania
BS, Economics, Finance
University of Pennsylvania - The Wharton School
Morgan Stanley May 2010 - April 2012
JPMorgan 2007 - 2009
JPMorgan Chase 2005 - 2007
JP Morgan 2002 - 2005
Skills
Outsourcing, Program Management, Project Management, Business Analysis, IT Business Management, Risk Management, Financial Analysis, Financial Modeling, Financial Reporting, Telecommunications, IT Management, IT Transformation, IT Strategy, Microsoft Excel, PowerPoint, Microsoft Word, Communication, Collaboration, Managed Services, Organizational Design, Goal Oriented, IT Infrastructure..., Data Privacy, Vendor Management, Business Case, Financial Services, Strategy, Project Planning, Management Consulting, Business Process..., Information Technology, Management, PMO, Project Portfolio..., Infrastructure, Budgets, Mergers & Acquisitions, Portfolio Management, Business Strategy, Executive Management, Banking, Forecasting, Business Transformation
Education
New York School of Interior Design 2009 — 2015
Certificate in Basic Interior Design, Interior Design, 3.96 GPA
YogaWorks 2013 — 2013
Graduate of the Yoga Alliance approved YogaWorks intensive 200-hour Teacher Training program., Yoga Teacher Training/Yoga Therapy
University of Pennsylvania
BS, Economics, Finance
University of Pennsylvania - The Wharton School
Bill Michalski's Morgan Stanley Experience July 1991 - June 1995
Job Chief Solutions Officer, Arrowstream
Industry Computer Software
Experience
Arrowstream August 2014 - Present
ArrowStream 2013 - 2014
ArrowStream 2011 - 2013
ArrowStream 2010 - 2011
ArrowStream 2008 - 2011
ArrowStream 2006 - 2008
Verticalnet March 2004 - September 2006
Tigris 2001 - 2004
Clarity Consulting, Inc. December 1996 - March 2001
Morgan Stanley July 1991 - June 1995
Skills
SaaS, Supply Chain Management, Product Marketing, Product Management, Project Management, Strategy, Process Improvement, Enterprise Software, Professional Services, Cross-functional Team..., Account Management, Analytics, Management, Supply Chain, Marketing
Education
The University of Chicago 1995 — 1996
MA, English Literature
University of Pennsylvania 1987 — 1991
Bachelor of Applied Science (BAS), Bachelor of Arts (BA), Computer Science (BAS), English (BA)
Arrowstream August 2014 - Present
ArrowStream 2013 - 2014
ArrowStream 2011 - 2013
ArrowStream 2010 - 2011
ArrowStream 2008 - 2011
ArrowStream 2006 - 2008
Verticalnet March 2004 - September 2006
Tigris 2001 - 2004
Clarity Consulting, Inc. December 1996 - March 2001
Morgan Stanley July 1991 - June 1995
Skills
SaaS, Supply Chain Management, Product Marketing, Product Management, Project Management, Strategy, Process Improvement, Enterprise Software, Professional Services, Cross-functional Team..., Account Management, Analytics, Management, Supply Chain, Marketing
Education
The University of Chicago 1995 — 1996
MA, English Literature
University of Pennsylvania 1987 — 1991
Bachelor of Applied Science (BAS), Bachelor of Arts (BA), Computer Science (BAS), English (BA)
Jonathan Weaver Jonathan Weaver's Morgan Stanley Experience February 2014 - Present
Job Managing Director, IT Infrastructure at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Morgan Stanley June 2011 - February 2014
Morgan Stanley June 2009 - June 2011
Morgan Stanley April 2007 - June 2009
Morgan Stanley October 2003 - October 2006
Microsoft July 1996 - October 2002
Skills
Enterprise Architecture, Enterprise Software, Governance, IT Management, IT Strategy, Infrastructure, Management, Mergers, Risk Management, Vendor Management, Wealth Management, Asset Management, Business Analysis
Education
University of Oxford
Jurisprudence
Morgan Stanley February 2014 - Present
Morgan Stanley June 2011 - February 2014
Morgan Stanley June 2009 - June 2011
Morgan Stanley April 2007 - June 2009
Morgan Stanley October 2003 - October 2006
Microsoft July 1996 - October 2002
Skills
Enterprise Architecture, Enterprise Software, Governance, IT Management, IT Strategy, Infrastructure, Management, Mergers, Risk Management, Vendor Management, Wealth Management, Asset Management, Business Analysis
Education
University of Oxford
Jurisprudence
Ulhas Jagdale's Morgan Stanley Experience June 2013 - August 2013
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - August 2013
Lyrical Partners, L.P. October 2012 - December 2012
Forefront Capital Management May 2012 - August 2012
PTC (formerly Servigistics / MCA Solutions) May 2011 - June 2011
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (BS), Economics
University of Pennsylvania 2010 — 2014
Bachelor of Applied Science (BAS), Computer Science
Hightstown High School 2006 — 2010
Morgan Stanley June 2013 - August 2013
Lyrical Partners, L.P. October 2012 - December 2012
Forefront Capital Management May 2012 - August 2012
PTC (formerly Servigistics / MCA Solutions) May 2011 - June 2011
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (BS), Economics
University of Pennsylvania 2010 — 2014
Bachelor of Applied Science (BAS), Computer Science
Hightstown High School 2006 — 2010
James Vergara's Morgan Stanley Experience April 2004 - March 2006
Job Vice President Municipal Capital Markets at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank August 2012 - Present
Prager, Sealy & Co., LLC July 2010 - July 2012
Swap Financial Group November 2008 - July 2010
Lehman Brothers March 2006 - March 2008
Morgan Stanley April 2004 - March 2006
Morgan Stanley July 1999 - March 2004
Skills
Fixed Income, Derivatives, Investment Banking, Securitization, Municipal Bonds, Credit, Bonds, Trading, Swaps, Hedging, Proprietary Trading, Credit Analysis
Education
University of Pennsylvania 1995 — 1999
BA, English, German
CAMS 1992 — 1995
Deutsche Bank August 2012 - Present
Prager, Sealy & Co., LLC July 2010 - July 2012
Swap Financial Group November 2008 - July 2010
Lehman Brothers March 2006 - March 2008
Morgan Stanley April 2004 - March 2006
Morgan Stanley July 1999 - March 2004
Skills
Fixed Income, Derivatives, Investment Banking, Securitization, Municipal Bonds, Credit, Bonds, Trading, Swaps, Hedging, Proprietary Trading, Credit Analysis
Education
University of Pennsylvania 1995 — 1999
BA, English, German
CAMS 1992 — 1995
Taylor Williams Taylor Williams's Morgan Stanley Experience September 2009 - January 2010
Job Investment Banking Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
Goldman Sachs July 2014 - July 2015
Goldman Sachs 2012 - July 2014
Goldman Sachs June 2011 - August 2011
Public Financial Management June 2010 - August 2010
Morgan Stanley September 2009 - January 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis, Investment Banking, Investments, Fixed Income, Capital Markets, Bloomberg Terminal, Derivatives, Microsoft Excel, Due Diligence, Capital IQ, Finance
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Classical and Ancient Studies, Political Science, Summa Cum Laude
University of Oxford 2011 — 2011
Study Abroad, Classical, Ancient Mediterranean and Near Eastern Studies and Archaeology
Charlotte Country Day School 1994 — 2008
High School Degree, High School, Top Scholar
Goldman Sachs August 2015 - Present
Goldman Sachs July 2014 - July 2015
Goldman Sachs 2012 - July 2014
Goldman Sachs June 2011 - August 2011
Public Financial Management June 2010 - August 2010
Morgan Stanley September 2009 - January 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis, Investment Banking, Investments, Fixed Income, Capital Markets, Bloomberg Terminal, Derivatives, Microsoft Excel, Due Diligence, Capital IQ, Finance
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Classical and Ancient Studies, Political Science, Summa Cum Laude
University of Oxford 2011 — 2011
Study Abroad, Classical, Ancient Mediterranean and Near Eastern Studies and Archaeology
Charlotte Country Day School 1994 — 2008
High School Degree, High School, Top Scholar
Chris Andrews Chris Andrews's Morgan Stanley Experience September 2006 - Present
Job Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2006 - Present
Liquid Capital December 2003 - September 2006
Education
University of Oxford 1998 — 2002
MChem, Chemistry
Morgan Stanley September 2006 - Present
Liquid Capital December 2003 - September 2006
Education
University of Oxford 1998 — 2002
MChem, Chemistry
Harish Patel Harish Patel's Morgan Stanley Experience January 2015 - Present
Job Vice President, Bank Treasury at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley February 2013 - December 2014
Morgan Stanley February 2009 - January 2013
Morgan Stanley January 2008 - January 2009
Morgan Stanley September 2004 - December 2007
Merrill Lynch June 1997 - February 2004
Ernst & Young September 1992 - June 1997
Skills
Financial Reporting, Treasury, Commodity, FX Options, Analytics, Financial Modeling, Liquidity Risk, Financial Regulation, ICAAP, Pillar III, Product Control, Written & Oral..., Internal Controls, Auditing
Education
University of Oxford 1989 — 1992
BA Hons, Mathematics
Morgan Stanley January 2015 - Present
Morgan Stanley February 2013 - December 2014
Morgan Stanley February 2009 - January 2013
Morgan Stanley January 2008 - January 2009
Morgan Stanley September 2004 - December 2007
Merrill Lynch June 1997 - February 2004
Ernst & Young September 1992 - June 1997
Skills
Financial Reporting, Treasury, Commodity, FX Options, Analytics, Financial Modeling, Liquidity Risk, Financial Regulation, ICAAP, Pillar III, Product Control, Written & Oral..., Internal Controls, Auditing
Education
University of Oxford 1989 — 1992
BA Hons, Mathematics
Chloe Ho Chloe Ho's Morgan Stanley Experience June 2012 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
The Joseph H. Lauder Institute of Management and International Studies December 2009 - January 2012
HSBC June 2011 - August 2011
Thomson Reuters July 2010 - August 2010
Avantage Ventures June 2010 - June 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Economics (Finance), Magna Cum Laude
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Philosophy, Politics and Economics (PPE), Magna Cum Laude
Chinese International School 1996 — 2008
Bilingual International Baccalaureate Diploma
Morgan Stanley June 2012 - Present
The Joseph H. Lauder Institute of Management and International Studies December 2009 - January 2012
HSBC June 2011 - August 2011
Thomson Reuters July 2010 - August 2010
Avantage Ventures June 2010 - June 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Economics (Finance), Magna Cum Laude
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Philosophy, Politics and Economics (PPE), Magna Cum Laude
Chinese International School 1996 — 2008
Bilingual International Baccalaureate Diploma
Chris McNulty's Morgan Stanley Experience August 2014 - Present
Job Associate, Rates Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley June 2012 - July 2014
University of Pennsylvania March 2009 - September 2011
Morgan Stanley June 2011 - August 2011
Skills
Fixed Income, Bloomberg, Financial Modeling, Research, Fixed Income Analysis, PowerPoint, Social Media, Microsoft Excel, Leadership, Precision Haircutting, Trading, Sales, Karaoke, Trend Following, Data Analysis
Education
University of Pennsylvania 2008 — 2012
B.A., Philosophy, Politics, and Economics
St. Peter's Preparatory School
Morgan Stanley August 2014 - Present
Morgan Stanley June 2012 - July 2014
University of Pennsylvania March 2009 - September 2011
Morgan Stanley June 2011 - August 2011
Skills
Fixed Income, Bloomberg, Financial Modeling, Research, Fixed Income Analysis, PowerPoint, Social Media, Microsoft Excel, Leadership, Precision Haircutting, Trading, Sales, Karaoke, Trend Following, Data Analysis
Education
University of Pennsylvania 2008 — 2012
B.A., Philosophy, Politics, and Economics
St. Peter's Preparatory School
Triston Francis Triston Francis's Morgan Stanley Experience October 2014 - Present
Job Firm Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley June 2013 - October 2014
Morgan Stanley June 2012 - June 2013
Morgan Stanley June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Google June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, VBA, HTML, Public Speaking, Leadership, Financial Modeling, Research, Strategy, Analysis, Investments, Mergers & Acquisitions, Data Analysis, Financial Analysis, Valuation, Corporate Finance, Business Strategy, Business Analysis, Financial Reporting, Bloomberg, Venture Capital, Finance, Investment Banking, Private Equity, Equities, Capital IQ, Capital Markets, LBO, Bloomberg Terminal, Hedge Funds, Fixed Income, DCF, Due Diligence, Economics, Emerging Markets, Equity Research, Alternative Investments, Loyal, Determination, Intelligence
Education
University of Pennsylvania - The Wharton School
Concentrations: Finance, Legal Studies and Business Ethics
University of Pennsylvania
Bachelor of Science in Economics
Peddie School
Eaglebrook Boarding School
Sponsors for Educational Opportunity
Management Leadership for Tomorrow
Morgan Stanley October 2014 - Present
Morgan Stanley June 2013 - October 2014
Morgan Stanley June 2012 - June 2013
Morgan Stanley June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Google June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, VBA, HTML, Public Speaking, Leadership, Financial Modeling, Research, Strategy, Analysis, Investments, Mergers & Acquisitions, Data Analysis, Financial Analysis, Valuation, Corporate Finance, Business Strategy, Business Analysis, Financial Reporting, Bloomberg, Venture Capital, Finance, Investment Banking, Private Equity, Equities, Capital IQ, Capital Markets, LBO, Bloomberg Terminal, Hedge Funds, Fixed Income, DCF, Due Diligence, Economics, Emerging Markets, Equity Research, Alternative Investments, Loyal, Determination, Intelligence
Education
University of Pennsylvania - The Wharton School
Concentrations: Finance, Legal Studies and Business Ethics
University of Pennsylvania
Bachelor of Science in Economics
Peddie School
Eaglebrook Boarding School
Sponsors for Educational Opportunity
Management Leadership for Tomorrow
Badan Tuladhar Badan Tuladhar's Morgan Stanley Experience June 2006 - August 2006
Job Senior Associate at Taiyo Pacific Partners
Industry Investment Management
Experience
Taiyo Pacific Partners September 2010 - Present
Clay Finlay July 2007 - August 2009
Morgan Stanley June 2006 - August 2006
Citigroup August 2002 - July 2005
Citigroup 2000 - 2002
Blaylock & Partners June 1998 - August 1998
Skills
Financials, Equities, Financial Modeling, Portfolio Management, Emerging Markets, Capital Markets, Asset Management, Investment Banking, Investments, Equity Valuation, Bloomberg, Finance, Hedge Funds, Fixed Income, Valuation, Private Equity
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Specialization; Finance and Accounting
Morehouse College 1996 — 2000
BA, Economics
University of Oxford 1998 — 1998
Economics
Taiyo Pacific Partners September 2010 - Present
Clay Finlay July 2007 - August 2009
Morgan Stanley June 2006 - August 2006
Citigroup August 2002 - July 2005
Citigroup 2000 - 2002
Blaylock & Partners June 1998 - August 1998
Skills
Financials, Equities, Financial Modeling, Portfolio Management, Emerging Markets, Capital Markets, Asset Management, Investment Banking, Investments, Equity Valuation, Bloomberg, Finance, Hedge Funds, Fixed Income, Valuation, Private Equity
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Specialization; Finance and Accounting
Morehouse College 1996 — 2000
BA, Economics
University of Oxford 1998 — 1998
Economics
David Lipshutz David Lipshutz's Morgan Stanley Experience 1996 - 1999
Job Executive Director, Quantitative Strategist at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management 2010 - 2014
AlphaCode Strategies 2008 - September 2010
Equinox Capital Management 2000 - 2008
Morgan Stanley 1996 - 1999
Dean Witter 1994 - 1996
Citicorp Investment Services 1992 - 1994
Shearson Lehman Brothers 1984 - 1990
Lehman Brothers 1981 - 1984
Interactive Data 1978 - 1981
Skills
Quantitative Analytics, Equity Research, Portfolio Management, Financial Modeling, Equities, Investment Strategies, Asset Allocation, Asset Management, Trading Strategies, Quantitative Research, Bloomberg, Valuation, Investments, Asset Managment, Hedge Funds, Conceptual Modeling, Fundamental Analysis, Trading, Macroeconomics, Alpha Generation, Equity Trading, sas, stata, r programming language, investment strategy, secuirites analysis, risk analysis, optimization, Northfield, Compustat, Capital Markets, Alpha Testing, Securities, Financial Markets, options, barra, high dividend yield..., backtesting, multifactor modeling, factor timing models, portfolio construction, Factset, smart beta, Finance, Financial Analysis, Derivatives, Analysis, R
Education
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, Finance & Statistics
University of Pennsylvania 1974 — 1978
B.S. Engineering, Computer Science
University of Pennsylvania - The Wharton School 1974 — 1978
Business, Decision Science, Jerome Fisher Program in Management & Technology (M&T) - dual degrees in Engineering and Business
JP Morgan Asset Management 2010 - 2014
AlphaCode Strategies 2008 - September 2010
Equinox Capital Management 2000 - 2008
Morgan Stanley 1996 - 1999
Dean Witter 1994 - 1996
Citicorp Investment Services 1992 - 1994
Shearson Lehman Brothers 1984 - 1990
Lehman Brothers 1981 - 1984
Interactive Data 1978 - 1981
Skills
Quantitative Analytics, Equity Research, Portfolio Management, Financial Modeling, Equities, Investment Strategies, Asset Allocation, Asset Management, Trading Strategies, Quantitative Research, Bloomberg, Valuation, Investments, Asset Managment, Hedge Funds, Conceptual Modeling, Fundamental Analysis, Trading, Macroeconomics, Alpha Generation, Equity Trading, sas, stata, r programming language, investment strategy, secuirites analysis, risk analysis, optimization, Northfield, Compustat, Capital Markets, Alpha Testing, Securities, Financial Markets, options, barra, high dividend yield..., backtesting, multifactor modeling, factor timing models, portfolio construction, Factset, smart beta, Finance, Financial Analysis, Derivatives, Analysis, R
Education
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, Finance & Statistics
University of Pennsylvania 1974 — 1978
B.S. Engineering, Computer Science
University of Pennsylvania - The Wharton School 1974 — 1978
Business, Decision Science, Jerome Fisher Program in Management & Technology (M&T) - dual degrees in Engineering and Business
Graham Giller Graham Giller's Morgan Stanley Experience January 1996 - January 2000
Job Manager of Data Sciences, Bloomberg Data
Industry Financial Services
Experience
Bloomberg LP July 2013 - Present
Didit.com June 2012 - July 2013
Statistical Trader Blog August 2008 - July 2013
Private Research Partnership August 2010 - June 2012
VN7 Dynamic Capital LP August 2009 - March 2010
Giller Investments (New Jersey), LLC January 2004 - August 2009
Giller Investments (New York), LLC January 2000 - August 2009
Click-Fund Basic Strategy, LLC January 2000 - December 2003
Morgan Stanley January 1996 - January 2000
Morgan Stanley April 1994 - January 1996
Skills
Quantitative Trading, Dynamic Processes, Machine Learning, Adaptive Models, Information Discovery, Data Mining, Project Initiation, Start-ups, Probability Theory, Problem Solving, High Frequency Trading, Low Latency Trading, Statistical Arbitrage, Portfolio Optimization, Stochastic Processes, Supervised Learning, Time Series Analysis, Non-Linear Time Series..., Compressed Sensing, Finance Theory, Forecasting, R, SQL, Database Administration, Database Design, MySQL, C, C++, Java, Q, Event Processing Systems, Multivariate Statistics, Portfolio Theory, Real-time Programming, Statistical Analysis, Optimal Trading Theory, Decision Theory, Trading Strategy, Trading Systems, Data Management, Quantitative Analysis, Quantitative Finance, Optimization, Data Analysis, Statistical Modeling, Predictive Analytics, Quantitative Analytics, Trading, Analytics, Bloomberg
Education
University of Oxford 1990 — 1994
D.Phil., Experimental Elementary Particle Physics
University of Oxford 1987 — 1990
M.A.(Hons.) 1st. Class, Physics
Bloomberg LP July 2013 - Present
Didit.com June 2012 - July 2013
Statistical Trader Blog August 2008 - July 2013
Private Research Partnership August 2010 - June 2012
VN7 Dynamic Capital LP August 2009 - March 2010
Giller Investments (New Jersey), LLC January 2004 - August 2009
Giller Investments (New York), LLC January 2000 - August 2009
Click-Fund Basic Strategy, LLC January 2000 - December 2003
Morgan Stanley January 1996 - January 2000
Morgan Stanley April 1994 - January 1996
Skills
Quantitative Trading, Dynamic Processes, Machine Learning, Adaptive Models, Information Discovery, Data Mining, Project Initiation, Start-ups, Probability Theory, Problem Solving, High Frequency Trading, Low Latency Trading, Statistical Arbitrage, Portfolio Optimization, Stochastic Processes, Supervised Learning, Time Series Analysis, Non-Linear Time Series..., Compressed Sensing, Finance Theory, Forecasting, R, SQL, Database Administration, Database Design, MySQL, C, C++, Java, Q, Event Processing Systems, Multivariate Statistics, Portfolio Theory, Real-time Programming, Statistical Analysis, Optimal Trading Theory, Decision Theory, Trading Strategy, Trading Systems, Data Management, Quantitative Analysis, Quantitative Finance, Optimization, Data Analysis, Statistical Modeling, Predictive Analytics, Quantitative Analytics, Trading, Analytics, Bloomberg
Education
University of Oxford 1990 — 1994
D.Phil., Experimental Elementary Particle Physics
University of Oxford 1987 — 1990
M.A.(Hons.) 1st. Class, Physics
Adam Chekroud Adam Chekroud's Morgan Stanley Experience June 2012 - August 2012
Job PhD Candidate, Yale University
Industry Research
Experience
FMRIB Centre, University of Oxford June 2013 - Present
The Oxford Guild January 2011 - August 2013
Clifford Chance LLP 2013 - 2013
Morgan Stanley June 2012 - August 2012
Rainbow Nation Investment Fund June 2011 - August 2011
Skills
Research, Science, Statistics, Machine Learning, R, Research Design, Experimental Psychology, Cognitive Neuroscience, Predictive Modeling, Data Analysis
Education
Yale University 2014 — 2020
Doctor of Philosophy (Ph.D.), Psychology/Neuroscience
University of Oxford 2013 — 2014
Master of Science (MSc), Neuroscience
University of Oxford 2010 — 2013
BA, Experimental Psychology, First Class
Manchester Grammar School 2003 — 2010
FMRIB Centre, University of Oxford June 2013 - Present
The Oxford Guild January 2011 - August 2013
Clifford Chance LLP 2013 - 2013
Morgan Stanley June 2012 - August 2012
Rainbow Nation Investment Fund June 2011 - August 2011
Skills
Research, Science, Statistics, Machine Learning, R, Research Design, Experimental Psychology, Cognitive Neuroscience, Predictive Modeling, Data Analysis
Education
Yale University 2014 — 2020
Doctor of Philosophy (Ph.D.), Psychology/Neuroscience
University of Oxford 2013 — 2014
Master of Science (MSc), Neuroscience
University of Oxford 2010 — 2013
BA, Experimental Psychology, First Class
Manchester Grammar School 2003 — 2010
Ben Hoskin Ben Hoskin's Morgan Stanley Experience June 2012 - September 2012
Job Investment Analyst at Blackrock
Industry Investment Management
Experience
Blackrock August 2013 - Present
Giving What We Can September 2012 - October 2012
Morgan Stanley June 2012 - September 2012
Metaswitch Networks July 2011 - September 2011
The Machine Intelligence Research Institute August 2010 - October 2010
Oxford Microfinance Initiative April 2010 - August 2010
Lady Margaret Hall March 2010 - April 2010
Skills
Economics, Mathematics, Research, Microsoft Excel, Python, Teamwork, Perl, Software Engineering, Quantitative Finance, LaTeX, Data Analysis, HTML, Valuation, R, German, Reuters, MarketQA, Statistics, Financial Modeling, Public Speaking
Education
University of Oxford 2012 — 2013
MMathPhil, Maths & Philosophy
University of Oxford 2012 — 2012
Undergraduate, Maths & Philosophy, First
2007 - 2009 Park College 2007 — 2009
A, levels; Maths, Further Maths, Economics, Physics, Philosophy
Blackrock August 2013 - Present
Giving What We Can September 2012 - October 2012
Morgan Stanley June 2012 - September 2012
Metaswitch Networks July 2011 - September 2011
The Machine Intelligence Research Institute August 2010 - October 2010
Oxford Microfinance Initiative April 2010 - August 2010
Lady Margaret Hall March 2010 - April 2010
Skills
Economics, Mathematics, Research, Microsoft Excel, Python, Teamwork, Perl, Software Engineering, Quantitative Finance, LaTeX, Data Analysis, HTML, Valuation, R, German, Reuters, MarketQA, Statistics, Financial Modeling, Public Speaking
Education
University of Oxford 2012 — 2013
MMathPhil, Maths & Philosophy
University of Oxford 2012 — 2012
Undergraduate, Maths & Philosophy, First
2007 - 2009 Park College 2007 — 2009
A, levels; Maths, Further Maths, Economics, Physics, Philosophy
Bo Wan Bo Wan's Morgan Stanley Experience June 2012 - July 2013
Job Technical Consultant at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Citi July 2013 - April 2015
Morgan Stanley June 2012 - July 2013
University of Ottawa September 2010 - June 2012
Applied Materials August 2007 - August 2010
Skills
C#, ASP.NET, WCF, HTML5, JavaScript, PL/SQL, WPF, Java, Oracle, DevExpress, Sybase, Enterprise Library, SQL Server, Infragistics, Syncfusion, Microsoft SQL Server
Education
University of Ottawa / Université d'Ottawa 2010 — 2012
MSc, Computer Science, Straight A
Xi'an Jiaotong University 2003 — 2007
BS, Computer Science
Bank of America Merrill Lynch May 2015 - Present
Citi July 2013 - April 2015
Morgan Stanley June 2012 - July 2013
University of Ottawa September 2010 - June 2012
Applied Materials August 2007 - August 2010
Skills
C#, ASP.NET, WCF, HTML5, JavaScript, PL/SQL, WPF, Java, Oracle, DevExpress, Sybase, Enterprise Library, SQL Server, Infragistics, Syncfusion, Microsoft SQL Server
Education
University of Ottawa / Université d'Ottawa 2010 — 2012
MSc, Computer Science, Straight A
Xi'an Jiaotong University 2003 — 2007
BS, Computer Science
David Liao's Morgan Stanley Experience July 2014 - August 2014
Job Software Engineer at athenahealth
Industry Computer Software
Experience
University of Pennsylvania January 2015 - Present
athenahealth June 2015 - August 2015
Morgan Stanley July 2014 - August 2014
Princeton Plasma Physics Laboratory July 2013 - June 2014
HuaXia Bergen Chinese School January 2011 - December 2012
Skills
C++ Language, Java, Computational Physics, Python, Bash, Parallel Computing, Chinese, MySQL, Unix Shell Scripting, Git, Microsoft Excel, Microsoft Word, Photoshop, C++
Education
University of Pennsylvania 2015 — 2018
Master’s Degree, Computer Science
University of Pennsylvania 2014 — 2017
BSE, BA dual degree, Computer Science and Cognitive Science: Artificial Intelligence
Bergen County Academies 2010 — 2014
Governor's School of Engineering and Technology 2013 — 2013
University of Pennsylvania January 2015 - Present
athenahealth June 2015 - August 2015
Morgan Stanley July 2014 - August 2014
Princeton Plasma Physics Laboratory July 2013 - June 2014
HuaXia Bergen Chinese School January 2011 - December 2012
Skills
C++ Language, Java, Computational Physics, Python, Bash, Parallel Computing, Chinese, MySQL, Unix Shell Scripting, Git, Microsoft Excel, Microsoft Word, Photoshop, C++
Education
University of Pennsylvania 2015 — 2018
Master’s Degree, Computer Science
University of Pennsylvania 2014 — 2017
BSE, BA dual degree, Computer Science and Cognitive Science: Artificial Intelligence
Bergen County Academies 2010 — 2014
Governor's School of Engineering and Technology 2013 — 2013
Abigail Richardson Abigail Richardson's Morgan Stanley Experience June 2015 - Present
Job Fixed Income Sales & Trading Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
SICA Wealth Management June 2014 - August 2014
IIR June 2013 - August 2013
Rapid Ratings International June 2011 - August 2011
Skills
Research, Microsoft Office, PowerPoint, Data Analysis, Spanish, Financial Analysis, Leadership
Education
University of Pennsylvania 2012 — 2016
Candidate for B.A. in Economics, B.A. in International Relations, and Certificate in Spanish
Gill St. Bernard's School 2000 — 2012
Graduated summa cum laude
Morgan Stanley June 2015 - Present
SICA Wealth Management June 2014 - August 2014
IIR June 2013 - August 2013
Rapid Ratings International June 2011 - August 2011
Skills
Research, Microsoft Office, PowerPoint, Data Analysis, Spanish, Financial Analysis, Leadership
Education
University of Pennsylvania 2012 — 2016
Candidate for B.A. in Economics, B.A. in International Relations, and Certificate in Spanish
Gill St. Bernard's School 2000 — 2012
Graduated summa cum laude
Stephanie Munoz Stephanie Munoz's Morgan Stanley Experience June 2012 - August 2012
Job Corporate Communications Summer Intern at Brunswick Group
Industry Consumer Goods
Experience
Brunswick Group May 2015 - Present
Penn International Business Volunteers May 2013 - June 2013
Morgan Stanley June 2012 - August 2012
Bloomberg LP July 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Access, Data Analysis, Teamwork, Public Speaking, Spanish, Financial Analysis, Economics, Statistics, Social Media, Research, Time Management, Business Networking, Event Planning, Leadership
Education
University of Pennsylvania 2012 — 2016
International Relations
Aquinas High School 2008 — 2012
Goldman Sachs Undergraduate Camp
Brunswick Group May 2015 - Present
Penn International Business Volunteers May 2013 - June 2013
Morgan Stanley June 2012 - August 2012
Bloomberg LP July 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Access, Data Analysis, Teamwork, Public Speaking, Spanish, Financial Analysis, Economics, Statistics, Social Media, Research, Time Management, Business Networking, Event Planning, Leadership
Education
University of Pennsylvania 2012 — 2016
International Relations
Aquinas High School 2008 — 2012
Goldman Sachs Undergraduate Camp
Bhanush Arora Bhanush Arora's Morgan Stanley Experience June 2012 - August 2012
Job Market Data Systems Developer at Susquehanna International Group
Industry Information Technology and Services
Experience
Susquehanna International Group, LLP (SIG) August 2013 - Present
University of Pennsylvania January 2013 - May 2013
University of Pennsylvania September 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Nokia Siemens Networks February 2010 - June 2011
Tech Step Solutions May 2009 - January 2010
Skills
C, C++, Core Java, Python, SQL, Eclipse, Linux, JSON, Text Mining, Machine Learning, Text Classification, Classifiers, Sentiment Analysis, Semi-supervised Learning, Unsupervised Learning, Feature Selection, Android, Software Development, Software Design, jQuery, Leadership, Dimensionality Reduction, XML, Windows, Goal Oriented, AJAX, MS Office Suite, Data Mining, Databases, Operating Systems, Testing, Perl, Java, Java Enterprise Edition, Microsoft Office, MySQL, Programming, Visual Studio
Education
University of Pennsylvania 2011 — 2013
MS, Computer Science
Amity University 2005 — 2009
B.Tech, Computer Science, 4.0
St. Mary's Academy 1993 — 2005
High School, Science, Computers
Susquehanna International Group, LLP (SIG) August 2013 - Present
University of Pennsylvania January 2013 - May 2013
University of Pennsylvania September 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Nokia Siemens Networks February 2010 - June 2011
Tech Step Solutions May 2009 - January 2010
Skills
C, C++, Core Java, Python, SQL, Eclipse, Linux, JSON, Text Mining, Machine Learning, Text Classification, Classifiers, Sentiment Analysis, Semi-supervised Learning, Unsupervised Learning, Feature Selection, Android, Software Development, Software Design, jQuery, Leadership, Dimensionality Reduction, XML, Windows, Goal Oriented, AJAX, MS Office Suite, Data Mining, Databases, Operating Systems, Testing, Perl, Java, Java Enterprise Edition, Microsoft Office, MySQL, Programming, Visual Studio
Education
University of Pennsylvania 2011 — 2013
MS, Computer Science
Amity University 2005 — 2009
B.Tech, Computer Science, 4.0
St. Mary's Academy 1993 — 2005
High School, Science, Computers
Alissa Dumsch's Morgan Stanley Experience March 2005 - June 2009
Job Morgan Stanley Investment Management Intermediary Channel Marketing
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2012 - Present
Co-op Board January 2007 - January 2010
Morgan Stanley March 2005 - June 2009
AllianceBernstein July 2002 - March 2005
Abercrombie & Fitch May 2001 - December 2001
Skills
Program Management, Marketing, Investments, Management, Business Development, Asset Managment, Fixed Income, Proposal Writing, Hedge Funds, Investment Management, Alternative Investments, Asset Management, Mutual Funds, Capital Markets, Asset Allocation
Education
Wellesley College 1997 — 2001
B.A., English, Art History
University of Oxford
English Language and Literature, General
Morgan Stanley Investment Management January 2012 - Present
Co-op Board January 2007 - January 2010
Morgan Stanley March 2005 - June 2009
AllianceBernstein July 2002 - March 2005
Abercrombie & Fitch May 2001 - December 2001
Skills
Program Management, Marketing, Investments, Management, Business Development, Asset Managment, Fixed Income, Proposal Writing, Hedge Funds, Investment Management, Alternative Investments, Asset Management, Mutual Funds, Capital Markets, Asset Allocation
Education
Wellesley College 1997 — 2001
B.A., English, Art History
University of Oxford
English Language and Literature, General
Chris Gannon's Morgan Stanley Experience August 2010 - Present
Job Data Architect, Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
xwave - Public Safety Group April 2000 - August 2010
webplan December 1994 - April 2000
Inco Mines August 1994 - December 1994
Exocom November 1991 - July 1994
Anderson Consulting October 1988 - November 1991
ADGA Group July 1987 - September 1988
Hughes Aircraft Company May 1985 - July 1987
Government of Canada April 1984 - May 1985
Skills
Oracle, Integration, Software Development, Requirements Analysis, C#, Leadership, Object Oriented Design, Change Management, Data Modeling, DB2, Sybase, Microsoft SQL Server, PowerDesigner, Erwin, Informatica, Business Objects, Data Architecture
Education
University of Ottawa / Université d'Ottawa 1978 — 1983
Bachelor of Science (B.Sc.), Computer Science
Morgan Stanley August 2010 - Present
xwave - Public Safety Group April 2000 - August 2010
webplan December 1994 - April 2000
Inco Mines August 1994 - December 1994
Exocom November 1991 - July 1994
Anderson Consulting October 1988 - November 1991
ADGA Group July 1987 - September 1988
Hughes Aircraft Company May 1985 - July 1987
Government of Canada April 1984 - May 1985
Skills
Oracle, Integration, Software Development, Requirements Analysis, C#, Leadership, Object Oriented Design, Change Management, Data Modeling, DB2, Sybase, Microsoft SQL Server, PowerDesigner, Erwin, Informatica, Business Objects, Data Architecture
Education
University of Ottawa / Université d'Ottawa 1978 — 1983
Bachelor of Science (B.Sc.), Computer Science
Ryan Holtan-Murphy's Morgan Stanley Experience January 2015 - Present
Job Attorney: Risk Officer, Institutional Securities Documentation at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley January 2012 - January 2015
Morgan Stanley January 2010 - December 2011
Morgan Stanley August 2006 - December 2009
Freelance 2005 - 2006
Kenosha County District Attorney's Office 2004 - 2004
Skills
Corporate Law, International Law, Corporate Finance, Legal Research, Hedge Funds, Derivatives, Corporate Governance, Capital Markets, Commercial Litigation, Investments, Legal Writing
Education
University of Wisconsin Law School 2001 — 2004
Juris Doctor, Law, Cum Laude
University of Oslo (UiO) 2002 — 2002
International Summer School, Norwegian Politics and Government
University of Wisconsin-Madison 1994 — 1997
Bachelor of Arts (B.A.), Sociology, With Distinction
University of Melbourne 1996 — 1996
Semester Abroad, International and Australian Studies
Morgan Stanley January 2015 - Present
Morgan Stanley January 2012 - January 2015
Morgan Stanley January 2010 - December 2011
Morgan Stanley August 2006 - December 2009
Freelance 2005 - 2006
Kenosha County District Attorney's Office 2004 - 2004
Skills
Corporate Law, International Law, Corporate Finance, Legal Research, Hedge Funds, Derivatives, Corporate Governance, Capital Markets, Commercial Litigation, Investments, Legal Writing
Education
University of Wisconsin Law School 2001 — 2004
Juris Doctor, Law, Cum Laude
University of Oslo (UiO) 2002 — 2002
International Summer School, Norwegian Politics and Government
University of Wisconsin-Madison 1994 — 1997
Bachelor of Arts (B.A.), Sociology, With Distinction
University of Melbourne 1996 — 1996
Semester Abroad, International and Australian Studies
Lisa Beeson Lisa Beeson's Morgan Stanley Experience 1993 - 2004
Job Advisory Board Member at The CenterCap Group, LLC
Industry Real Estate
Experience
The CenterCap Group, LLC August 2015 - Present
American Realty Capital Properties November 2013 - December 2014
Barclays Investment Bank September 2008 - October 2013
Lehman Brothers September 2006 - September 2008
Wachovia Securities June 2004 - July 2006
Morgan Stanley 1993 - 2004
Smith Barney 1992 - 1993
Smith Barney 1989 - 1992
Skills
Financial Modeling, Investments, Asset Management, Mergers & Acquisitions, Valuation, Due Diligence, Private Equity Advisor, Management, Private Equity, Capital Markets, Equities, Portfolio Management, Investment Banking, Financial Analysis, High Stakes Negotiations, Global Transactions, Organizational..., Corporate Restructuring, Strategic Planning, Complex Deal Structures, Capital Funding, Business Development, Merger Integration, Hostile Takeovers /..., Spin-off Transactions, Real Estate Investment..., Equity Buyouts, Salesforce.com, Cross-Functional Teams, Recruiting & Hiring, Talent Development, Turnarounds, Transformations, Process Improvement, Alliances & Partnerships, Sovereign Relationships, Board Management, Investor Relations, Media Relations, Public Speaking, Presentations, International..., Executive Leadership, Non-traded REITs, Strategic Partnerships, Operations Management, Insourcing, Outsourcing, Matrixed Teams, Committees
Education
University of Pennsylvania
Bachelor of Arts, Economics and International Relations
The CenterCap Group, LLC August 2015 - Present
American Realty Capital Properties November 2013 - December 2014
Barclays Investment Bank September 2008 - October 2013
Lehman Brothers September 2006 - September 2008
Wachovia Securities June 2004 - July 2006
Morgan Stanley 1993 - 2004
Smith Barney 1992 - 1993
Smith Barney 1989 - 1992
Skills
Financial Modeling, Investments, Asset Management, Mergers & Acquisitions, Valuation, Due Diligence, Private Equity Advisor, Management, Private Equity, Capital Markets, Equities, Portfolio Management, Investment Banking, Financial Analysis, High Stakes Negotiations, Global Transactions, Organizational..., Corporate Restructuring, Strategic Planning, Complex Deal Structures, Capital Funding, Business Development, Merger Integration, Hostile Takeovers /..., Spin-off Transactions, Real Estate Investment..., Equity Buyouts, Salesforce.com, Cross-Functional Teams, Recruiting & Hiring, Talent Development, Turnarounds, Transformations, Process Improvement, Alliances & Partnerships, Sovereign Relationships, Board Management, Investor Relations, Media Relations, Public Speaking, Presentations, International..., Executive Leadership, Non-traded REITs, Strategic Partnerships, Operations Management, Insourcing, Outsourcing, Matrixed Teams, Committees
Education
University of Pennsylvania
Bachelor of Arts, Economics and International Relations
Harry Mendell's Morgan Stanley Experience April 1995 - January 2000
Job Chief Data Scientist at Tapestry Data, LLC
Industry Financial Services
Experience
Tapestry Data, LLC June 2014 - Present
Citi March 2013 - June 2014
Mendell Technology 2010 - 2013
QVT Financial LP 2008 - 2010
Carlyle Group Blue Wave Fund 2006 - 2007
Apogee and Acos Fund Management 2003 - 2006
Hold Brothers Capital, LLC 2000 - 2003
Morgan Stanley April 1995 - January 2000
Morgan Stanley April 1993 - March 1995
Mendell Technology 1989 - 1993
Skills
Options, Equities, Quantitative Finance, Hedge Funds, Equity Derivatives, Derivatives, Trading Systems, Proprietary Trading, Risk Management, Fixed Income, Quantitative Analytics, Electronic Trading, Trading, Financial Modeling, Structured Products, Alternative Investments, Financial Risk, Swaps, Commodity, Market Risk, Capital Markets, Financial Markets, Quantitative Investing, Portfolio Management
Education
University of Pennsylvania 1972 — 1976
EE/CSE BS MS, EE and Computer Science
Tapestry Data, LLC June 2014 - Present
Citi March 2013 - June 2014
Mendell Technology 2010 - 2013
QVT Financial LP 2008 - 2010
Carlyle Group Blue Wave Fund 2006 - 2007
Apogee and Acos Fund Management 2003 - 2006
Hold Brothers Capital, LLC 2000 - 2003
Morgan Stanley April 1995 - January 2000
Morgan Stanley April 1993 - March 1995
Mendell Technology 1989 - 1993
Skills
Options, Equities, Quantitative Finance, Hedge Funds, Equity Derivatives, Derivatives, Trading Systems, Proprietary Trading, Risk Management, Fixed Income, Quantitative Analytics, Electronic Trading, Trading, Financial Modeling, Structured Products, Alternative Investments, Financial Risk, Swaps, Commodity, Market Risk, Capital Markets, Financial Markets, Quantitative Investing, Portfolio Management
Education
University of Pennsylvania 1972 — 1976
EE/CSE BS MS, EE and Computer Science
Alexander Ventriglia Alexander Ventriglia's Morgan Stanley Experience June 2014 - Present
Job Wealth Management Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
University of Pennsylvania School of Medicine May 2013 - May 2014
SGS July 2012 - August 2012
Provis Media Group, LLC May 2010 - August 2011
North Carolina Senate July 2010 - July 2010
North Carolina House of Representatives July 2009 - July 2009
Skills
Microsoft Office, Solidworks, Microsoft Excel, Microsoft Word, PowerPoint, Engineering, Teamwork, English, Customer Service, LIMS, Horizon, Laboratory, Microscopy, Statistical Data..., Cell Culture, Collaborative Problem..., Critical Thinking, Communication, Delegation, Team Leadership, Statistics, Equities, Market Analysis, Financial Analysis, Laundry
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science, Bioengineering and Biomedical Engineering, Economics
Hoggard High School 2010 — 2011
High School Diploma
Cape Fear Academy 2008 — 2011
Morgan Stanley June 2014 - Present
University of Pennsylvania School of Medicine May 2013 - May 2014
SGS July 2012 - August 2012
Provis Media Group, LLC May 2010 - August 2011
North Carolina Senate July 2010 - July 2010
North Carolina House of Representatives July 2009 - July 2009
Skills
Microsoft Office, Solidworks, Microsoft Excel, Microsoft Word, PowerPoint, Engineering, Teamwork, English, Customer Service, LIMS, Horizon, Laboratory, Microscopy, Statistical Data..., Cell Culture, Collaborative Problem..., Critical Thinking, Communication, Delegation, Team Leadership, Statistics, Equities, Market Analysis, Financial Analysis, Laundry
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science, Bioengineering and Biomedical Engineering, Economics
Hoggard High School 2010 — 2011
High School Diploma
Cape Fear Academy 2008 — 2011
Neha Sahni's Morgan Stanley Experience July 2009 - February 2011
Job Director of Strategy Inpatient Clinical Operations at Boston Medical Center (BMC)
Industry Management Consulting
Experience
Boston Medical Center (BMC) July 2014 - Present
MassHealth June 2013 - July 2014
McKinsey & Company July 2011 - May 2013
Morgan Stanley July 2009 - February 2011
Skills
Strategy, Valuation, Financial Modeling, Management Consulting, Business Strategy, Strategic Consulting, Venture Capital, Corporate Development, Analytics, Private Equity, Due Diligence, Corporate Finance, Emerging Markets, Mergers & Acquisitions, Economics, Healthcare, Data Analysis
Education
University of Oxford 2008 — 2009
History and Philosophy of Science and Technology
University of Pennsylvania 2004 — 2009
Bachelor of Arts, Bachelor of Science, Master of Biotechnology
Boston Medical Center (BMC) July 2014 - Present
MassHealth June 2013 - July 2014
McKinsey & Company July 2011 - May 2013
Morgan Stanley July 2009 - February 2011
Skills
Strategy, Valuation, Financial Modeling, Management Consulting, Business Strategy, Strategic Consulting, Venture Capital, Corporate Development, Analytics, Private Equity, Due Diligence, Corporate Finance, Emerging Markets, Mergers & Acquisitions, Economics, Healthcare, Data Analysis
Education
University of Oxford 2008 — 2009
History and Philosophy of Science and Technology
University of Pennsylvania 2004 — 2009
Bachelor of Arts, Bachelor of Science, Master of Biotechnology
James Likes James Likes's Morgan Stanley Experience September 1999 - November 2008
Job Investment Associate The Blosser Group at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc November 2008 - Present
Morgan Stanley September 1999 - November 2008
Education
Case Western Reserve University - Weatherhead School of Management 2004 — 2007
M.B.A., Banking and Finance
University of Oregon - Charles H. Lundquist College of Business 1995 — 1999
B.A., Finance
UBS Financial Services, Inc November 2008 - Present
Morgan Stanley September 1999 - November 2008
Education
Case Western Reserve University - Weatherhead School of Management 2004 — 2007
M.B.A., Banking and Finance
University of Oregon - Charles H. Lundquist College of Business 1995 — 1999
B.A., Finance
Angus Selby Angus Selby's Morgan Stanley Experience December 2007 - December 2009
Job Senior Principal (Agriculture) at CPP Investment Board
Industry Financial Services
Experience
CPP Investment Board January 2012 - Present
Altima Partners November 2009 - January 2012
Morgan Stanley December 2007 - December 2009
Pegasys Strategy and Development 2006 - 2007
Deloitte 1997 - 2000
Skills
Agriculture, Commodity, Equities, Private Equity, Emerging Markets, Investments, Valuation, Business Strategy, Portfolio Management, Investment Management, Financial Modeling, Hedge Funds, Financial Analysis, Strategy, Agribusiness, Asset Management, Investment Banking, Capital Markets, Alternative Investments, Trading
Education
University of Oxford 2000 — 2005
DPhil; MPhil, International Development
Wye College, University of London 1993 — 1996
BSc Hons (First Class), Agriculture
CPP Investment Board January 2012 - Present
Altima Partners November 2009 - January 2012
Morgan Stanley December 2007 - December 2009
Pegasys Strategy and Development 2006 - 2007
Deloitte 1997 - 2000
Skills
Agriculture, Commodity, Equities, Private Equity, Emerging Markets, Investments, Valuation, Business Strategy, Portfolio Management, Investment Management, Financial Modeling, Hedge Funds, Financial Analysis, Strategy, Agribusiness, Asset Management, Investment Banking, Capital Markets, Alternative Investments, Trading
Education
University of Oxford 2000 — 2005
DPhil; MPhil, International Development
Wye College, University of London 1993 — 1996
BSc Hons (First Class), Agriculture
Jason Kong Jason Kong's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
University of Pennsylvania September 2014 - December 2014
Morgan Stanley June 2014 - August 2014
University of Pennsylvania August 2012 - May 2014
Wunderlich Securities May 2013 - July 2013
The Julian Krinsky Group July 2012 - August 2012
WillowTree Apps, Inc December 2011 - July 2012
Evergreen Enterprises August 2010 - April 2011
Skills
Data Analysis, Microsoft Office, PowerPoint, HTML, Public Speaking, Social Media, Entrepreneurship, Business Development, Start-ups, Market Research, Investment Banking, Financial Modeling, Research, Finance
Education
University of Pennsylvania 2013 — 2015
Master’s Degree, Computer Science
University of Pennsylvania 2011 — 2015
BS and BAS, Finance, Computer Science, Management, Operations and Information Management
Maggie L. Walker Governor's School 2007 — 2011
Morgan Stanley June 2015 - Present
University of Pennsylvania September 2014 - December 2014
Morgan Stanley June 2014 - August 2014
University of Pennsylvania August 2012 - May 2014
Wunderlich Securities May 2013 - July 2013
The Julian Krinsky Group July 2012 - August 2012
WillowTree Apps, Inc December 2011 - July 2012
Evergreen Enterprises August 2010 - April 2011
Skills
Data Analysis, Microsoft Office, PowerPoint, HTML, Public Speaking, Social Media, Entrepreneurship, Business Development, Start-ups, Market Research, Investment Banking, Financial Modeling, Research, Finance
Education
University of Pennsylvania 2013 — 2015
Master’s Degree, Computer Science
University of Pennsylvania 2011 — 2015
BS and BAS, Finance, Computer Science, Management, Operations and Information Management
Maggie L. Walker Governor's School 2007 — 2011
Robert Grieg-Gran Robert Grieg-Gran's Morgan Stanley Experience June 2013 - December 2013
Job Co Founder at Mindful Chef
Industry Financial Services
Experience
Mindful Chef August 2015 - Present
Brevan Howard January 2015 - July 2015
Morgan Stanley June 2013 - December 2013
Morgan Stanley May 2010 - June 2013
Morgan Stanley July 2007 - May 2010
Royal Bank of Canada July 2006 - December 2006
Royal Yachting Association September 2002 - August 2005
Skills
Fixed Income, Options, Strategy, Swaps, Financial Structuring, Rates, Interest Rate Swaps, Trading Strategies, Coaching, Derivatives, Interest Rate..., Bonds
Education
University of Oxford 2003 — 2007
MEng, Engineering, Economics and Management
Mindful Chef August 2015 - Present
Brevan Howard January 2015 - July 2015
Morgan Stanley June 2013 - December 2013
Morgan Stanley May 2010 - June 2013
Morgan Stanley July 2007 - May 2010
Royal Bank of Canada July 2006 - December 2006
Royal Yachting Association September 2002 - August 2005
Skills
Fixed Income, Options, Strategy, Swaps, Financial Structuring, Rates, Interest Rate Swaps, Trading Strategies, Coaching, Derivatives, Interest Rate..., Bonds
Education
University of Oxford 2003 — 2007
MEng, Engineering, Economics and Management
James Han James Han's Morgan Stanley Experience July 2006 - July 2008
Job CoFounder at Seedinvest
Industry Venture Capital & Private Equity
Experience
Seedinvest May 2012 - Present
Odd Origins August 2011 - April 2012
Cisco 2011 - 2011
Riot Games 2011 - 2011
Francisco Partners August 2008 - August 2010
Morgan Stanley July 2006 - July 2008
Skills
Private Equity, Entrepreneurship, Venture Capital, Financial Modeling, Investment Banking, Corporate Development, Mergers, Due Diligence, Product Management, Valuation, Investments, Emerging Markets, Web Design, Mergers & Acquisitions, LBO, HTML, Corporate Finance, Taekwondo, M&A experience, Start-ups, User Experience
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Entrepreneurial Management, Finance, Marketing
University of Pennsylvania 2002 — 2006
BAS, Computer Science
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics, Finance
West High School 1998 — 2002
Seedinvest May 2012 - Present
Odd Origins August 2011 - April 2012
Cisco 2011 - 2011
Riot Games 2011 - 2011
Francisco Partners August 2008 - August 2010
Morgan Stanley July 2006 - July 2008
Skills
Private Equity, Entrepreneurship, Venture Capital, Financial Modeling, Investment Banking, Corporate Development, Mergers, Due Diligence, Product Management, Valuation, Investments, Emerging Markets, Web Design, Mergers & Acquisitions, LBO, HTML, Corporate Finance, Taekwondo, M&A experience, Start-ups, User Experience
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Entrepreneurial Management, Finance, Marketing
University of Pennsylvania 2002 — 2006
BAS, Computer Science
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics, Finance
West High School 1998 — 2002
Christian Cocking's Morgan Stanley Experience June 2013 - March 2014
Job Technical Account Manager at Google
Industry Computer Software
Experience
Google January 2015 - Present
Pith Studio April 2014 - October 2014
Morgan Stanley June 2013 - March 2014
Essay Busters 2014 - 2014
DuPont June 2012 - August 2012
University of Pennsylvania January 2012 - May 2012
University of Pennsylvania September 2011 - December 2011
ShortForm June 2011 - November 2011
Skills
Laravel, PHP, HTML 5, JavaScript, CSS, Git, MySQL, Node.js, Objective-C, Data Structures, Social Media, C, OCaml, Java, Microsoft Office, Microsoft Excel, Electronic Trading, PowerPoint, Solidworks, Series 7, Microsoft Word
Education
University of Pennsylvania 2009 — 2013
Bachelor of Science in Engineering (BSE), Computer Science
Campion College 2005 — 2009
High School Diploma, High School/Secondary Diplomas and Certificates
Google January 2015 - Present
Pith Studio April 2014 - October 2014
Morgan Stanley June 2013 - March 2014
Essay Busters 2014 - 2014
DuPont June 2012 - August 2012
University of Pennsylvania January 2012 - May 2012
University of Pennsylvania September 2011 - December 2011
ShortForm June 2011 - November 2011
Skills
Laravel, PHP, HTML 5, JavaScript, CSS, Git, MySQL, Node.js, Objective-C, Data Structures, Social Media, C, OCaml, Java, Microsoft Office, Microsoft Excel, Electronic Trading, PowerPoint, Solidworks, Series 7, Microsoft Word
Education
University of Pennsylvania 2009 — 2013
Bachelor of Science in Engineering (BSE), Computer Science
Campion College 2005 — 2009
High School Diploma, High School/Secondary Diplomas and Certificates
Anne de La Rochefoucauld Anne de La Rochefoucauld's Morgan Stanley Experience June 2010 - August 2010
Job Credit Analyst
Industry Banking
Experience
Natixis January 2014 - Present
Natixis Asset Management May 2013 - November 2013
BNP Paribas-MFSF October 2011 - June 2012
Morgan Stanley June 2010 - August 2010
Skills
English, Spanish, Microsoft Office, Bloomberg, Factset, Financial Analysis, Financial Reporting, Portfolio Management
Education
Université Panthéon Sorbonne (Paris I) 2012 — 2013
Master 2 Pro Banque et Finance, Finance de marché, Asset management, Analyse financière, Modélisation financière
Université Panthéon Sorbonne (Paris I) 2009 — 2011
Licence &Master 1 Modélisation Statistique Economique et Financière parcours Finance, AB
Natixis January 2014 - Present
Natixis Asset Management May 2013 - November 2013
BNP Paribas-MFSF October 2011 - June 2012
Morgan Stanley June 2010 - August 2010
Skills
English, Spanish, Microsoft Office, Bloomberg, Factset, Financial Analysis, Financial Reporting, Portfolio Management
Education
Université Panthéon Sorbonne (Paris I) 2012 — 2013
Master 2 Pro Banque et Finance, Finance de marché, Asset management, Analyse financière, Modélisation financière
Université Panthéon Sorbonne (Paris I) 2009 — 2011
Licence &Master 1 Modélisation Statistique Economique et Financière parcours Finance, AB
Marija Ojdrovic Marija Ojdrovic's Morgan Stanley Experience June 2013 - Present
Job Prime Brokerage Sales Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley March 2013 - June 2013
TD Securities September 2012 - December 2012
TD Bank Group May 2012 - August 2012
Skills
MS Office Suite, Stata, Interest Rate..., Risk Management, Microsoft Office, Prime Brokerage, Analysis, Microsoft Excel, Bloomberg, Sales, Financial Modeling, Research, Financial Analysis, Data Analysis, Derivatives, Economics, Equities, Trading
Education
University of Toronto 2008 — 2013
Hon.B.Sc., Mathematics and Economics
Université Panthéon Sorbonne (Paris I) 2011 — 2012
M.Sc. Exchange Program, Mathematical Applications in Economics and Finance
Morgan Stanley June 2013 - Present
Morgan Stanley March 2013 - June 2013
TD Securities September 2012 - December 2012
TD Bank Group May 2012 - August 2012
Skills
MS Office Suite, Stata, Interest Rate..., Risk Management, Microsoft Office, Prime Brokerage, Analysis, Microsoft Excel, Bloomberg, Sales, Financial Modeling, Research, Financial Analysis, Data Analysis, Derivatives, Economics, Equities, Trading
Education
University of Toronto 2008 — 2013
Hon.B.Sc., Mathematics and Economics
Université Panthéon Sorbonne (Paris I) 2011 — 2012
M.Sc. Exchange Program, Mathematical Applications in Economics and Finance
Shawn Woodhull's Morgan Stanley Experience January 2015 - February 2015
Job Investor Relations at Google
Industry Internet
Experience
Google July 2015 - Present
Google March 2015 - June 2015
Morgan Stanley January 2015 - February 2015
Morgan Stanley January 2012 - December 2014
Morgan Stanley March 2011 - January 2012
Morgan Stanley June 2010 - March 2011
Morgan Stanley August 2009 - May 2010
Morgan Stanley May 2009 - August 2009
Wikinvest October 2008 - May 2009
Wikinvest March 2007 - October 2008
Skills
Research, Writing, Analysis, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, PowerPoint, Investor Relations, Equity Research, Communication, Strategy, Finance
Education
University of Pennsylvania 2006 — 2010
Bachelor of Science, Economics, Cum Laude
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (B.S.), Economics, Cum Laude
The Pennington School 2002 — 2006
High School Diploma
Google July 2015 - Present
Google March 2015 - June 2015
Morgan Stanley January 2015 - February 2015
Morgan Stanley January 2012 - December 2014
Morgan Stanley March 2011 - January 2012
Morgan Stanley June 2010 - March 2011
Morgan Stanley August 2009 - May 2010
Morgan Stanley May 2009 - August 2009
Wikinvest October 2008 - May 2009
Wikinvest March 2007 - October 2008
Skills
Research, Writing, Analysis, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, PowerPoint, Investor Relations, Equity Research, Communication, Strategy, Finance
Education
University of Pennsylvania 2006 — 2010
Bachelor of Science, Economics, Cum Laude
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (B.S.), Economics, Cum Laude
The Pennington School 2002 — 2006
High School Diploma
Ian Lindsay's Morgan Stanley Experience June 1989 - January 2005
Job
Industry Investment Management
Experience
Moon Capital Management January 2005 - Present
Morgan Stanley June 1989 - January 2005
Wardley Thomson Securities Ltd January 1991 - March 1992
Smith New Court June 1987 - June 1989
Kleinwort Benson Investment Management October 1979 - June 1987
Skills
Sales, Leadership, Training, Management, Equities, Portfolio Management, Start-ups, Relationship Management, Marketing, Investments, Business Strategy, Risk Management, Emerging Markets, Hedge Funds
Education
University of Oxford 1976 — 1979
B.A., Philosophy Politics and Economics
Moon Capital Management January 2005 - Present
Morgan Stanley June 1989 - January 2005
Wardley Thomson Securities Ltd January 1991 - March 1992
Smith New Court June 1987 - June 1989
Kleinwort Benson Investment Management October 1979 - June 1987
Skills
Sales, Leadership, Training, Management, Equities, Portfolio Management, Start-ups, Relationship Management, Marketing, Investments, Business Strategy, Risk Management, Emerging Markets, Hedge Funds
Education
University of Oxford 1976 — 1979
B.A., Philosophy Politics and Economics
J. Gabriel Ramos J. Gabriel Ramos's Morgan Stanley Experience August 2007 - June 2011
Job Senior Client Engineer at Percolate Inc.
Industry Computer Software
Experience
Percolate Inc. April 2015 - Present
Murex February 2013 - April 2015
Murex July 2011 - February 2013
Morgan Stanley August 2007 - June 2011
UBS Investment Bank June 2006 - August 2006
Copa Airlines May 2005 - July 2005
Skills
Sybase, SQL, Trading Systems, Business Analysis, Derivatives, Unix, Java, XML, Software Development, Project Management, Software Integrations, Python, APIs, XSLT, Perl, Oracle, REST, Solution Architecture, Pre/Post Sales Engineers, Sales Engineering, Account Management
Education
University of Pennsylvania 2003 — 2007
Bachelors of Science in Engineering, Cum Laude, Electrical Engineering
Percolate Inc. April 2015 - Present
Murex February 2013 - April 2015
Murex July 2011 - February 2013
Morgan Stanley August 2007 - June 2011
UBS Investment Bank June 2006 - August 2006
Copa Airlines May 2005 - July 2005
Skills
Sybase, SQL, Trading Systems, Business Analysis, Derivatives, Unix, Java, XML, Software Development, Project Management, Software Integrations, Python, APIs, XSLT, Perl, Oracle, REST, Solution Architecture, Pre/Post Sales Engineers, Sales Engineering, Account Management
Education
University of Pennsylvania 2003 — 2007
Bachelors of Science in Engineering, Cum Laude, Electrical Engineering
Kevin M. Sánchez, CIMA®,CPWA®, CFP® Kevin M. Sánchez, CIMA®,CPWA®, CFP®'s Morgan Stanley Experience July 1994 - November 2003
Job Senior Institutional Consultant UBS Institutional Consulting UBS
Industry Investment Management
Experience
UBS November 2003 - Present
Morgan Stanley July 1994 - November 2003
Education
University of Oregon - Charles H. Lundquist College of Business 1987 — 1991
MBA, BA, Finance, Marketing & Management
UBS November 2003 - Present
Morgan Stanley July 1994 - November 2003
Education
University of Oregon - Charles H. Lundquist College of Business 1987 — 1991
MBA, BA, Finance, Marketing & Management
Holly Hill's Morgan Stanley Experience August 2007 - May 2008
Job ICAP SEF at ICAP US LLC
Industry Financial Services
Experience
ICAP March 2014 - Present
ICAP February 2013 - March 2014
ICAP October 2010 - February 2013
ICAP October 2009 - October 2010
ICAP December 2008 - October 2009
Credit Suisse May 2008 - September 2008
Morgan Stanley August 2007 - May 2008
Skills
Financial Markets, Fixed Income, Derivatives, Options, Back Office, FX Options, Swaps, Investment Banking, Electronic Trading, Money Market, Risk Management, Bonds, Trading Systems, Commodity, Investments, Interest Rate..., Prime Brokerage
Education
Australian Financial Markets Association 2012 — 2013
Diploma of Financial Markets
University of Otago 2003 — 2005
Bachelor of Commerce, Finance and Economics
Iona College for Girls, Havelock North, New Zealand 1998 — 2002
University Bursary
ICAP March 2014 - Present
ICAP February 2013 - March 2014
ICAP October 2010 - February 2013
ICAP October 2009 - October 2010
ICAP December 2008 - October 2009
Credit Suisse May 2008 - September 2008
Morgan Stanley August 2007 - May 2008
Skills
Financial Markets, Fixed Income, Derivatives, Options, Back Office, FX Options, Swaps, Investment Banking, Electronic Trading, Money Market, Risk Management, Bonds, Trading Systems, Commodity, Investments, Interest Rate..., Prime Brokerage
Education
Australian Financial Markets Association 2012 — 2013
Diploma of Financial Markets
University of Otago 2003 — 2005
Bachelor of Commerce, Finance and Economics
Iona College for Girls, Havelock North, New Zealand 1998 — 2002
University Bursary
James Redfern James Redfern's Morgan Stanley Experience June 2005 - March 2015
Job VP, Corporate Development at Workday
Industry Investment Banking
Experience
Workday March 2015 - Present
Morgan Stanley June 2005 - March 2015
Accenture October 1998 - April 2004
Skills
Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions, Strategy, Private Equity, Due Diligence, Equities, Corporate Finance, Capital Markets, Venture Capital, Emerging Markets, Entrepreneurship, IPO, Finance
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Lauder Institute 2004 — 2006
Master's Degree, International Studies
University of Oxford 1995 — 1998
BA / MA, Philosophy, Politics & Economics
The Judd School 1988 — 1995
Workday March 2015 - Present
Morgan Stanley June 2005 - March 2015
Accenture October 1998 - April 2004
Skills
Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions, Strategy, Private Equity, Due Diligence, Equities, Corporate Finance, Capital Markets, Venture Capital, Emerging Markets, Entrepreneurship, IPO, Finance
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Lauder Institute 2004 — 2006
Master's Degree, International Studies
University of Oxford 1995 — 1998
BA / MA, Philosophy, Politics & Economics
The Judd School 1988 — 1995
Christopher Varano Christopher Varano's Morgan Stanley Experience May 2005 - August 2005
Job Associate at Fox Rothschild LLP
Industry Law Practice
Experience
Fox Rothschild LLP June 2013 - Present
Dechert LLP March 2010 - May 2013
Education Law Center September 2009 - February 2010
Professor Scott Rosner September 2008 - May 2009
Dechert LLP May 2008 - August 2008
Professor Paul H. Robinson May 2007 - January 2008
Villanova Writing Center January 2005 - May 2006
Morgan Stanley May 2005 - August 2005
Skills
Legal Writing, Litigation, Securities Litigation, Legal Research, Corporate Law, Public Speaking, Criminal Law, Commercial Litigation, Civil Litigation, Depositions, Courts, Appeals, Dispute Resolution, Class Actions, Trials, Hearings, Westlaw, Analysis, Writing, Research
Education
University of Pennsylvania Law School 2006 — 2009
Juris Doctor, Law
Villanova University 2002 — 2006
B.A., B.A.H., Sociology and Political Science with a Business Minor
Oxford University
Politics and Sociology
Mechanicsburg Area High School
Fox Rothschild LLP June 2013 - Present
Dechert LLP March 2010 - May 2013
Education Law Center September 2009 - February 2010
Professor Scott Rosner September 2008 - May 2009
Dechert LLP May 2008 - August 2008
Professor Paul H. Robinson May 2007 - January 2008
Villanova Writing Center January 2005 - May 2006
Morgan Stanley May 2005 - August 2005
Skills
Legal Writing, Litigation, Securities Litigation, Legal Research, Corporate Law, Public Speaking, Criminal Law, Commercial Litigation, Civil Litigation, Depositions, Courts, Appeals, Dispute Resolution, Class Actions, Trials, Hearings, Westlaw, Analysis, Writing, Research
Education
University of Pennsylvania Law School 2006 — 2009
Juris Doctor, Law
Villanova University 2002 — 2006
B.A., B.A.H., Sociology and Political Science with a Business Minor
Oxford University
Politics and Sociology
Mechanicsburg Area High School
Jennifer Rindone Jennifer Rindone's Morgan Stanley Experience January 2014 - June 2015
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Morgan Stanley January 2014 - June 2015
GSA May 2010 - August 2012
Skills
Computational..., Mathematics, Financial Mathematics, Financial Economics, Data Analysis
Education
St. Mary's College of Maryland 2009 — 2013
Bachelor of Arts (B.A.), Economics, Mathematics, Senior
University of Oxford 2010 — 2011
Sophmore year Spring semester
Goldman Sachs July 2015 - Present
Morgan Stanley January 2014 - June 2015
GSA May 2010 - August 2012
Skills
Computational..., Mathematics, Financial Mathematics, Financial Economics, Data Analysis
Education
St. Mary's College of Maryland 2009 — 2013
Bachelor of Arts (B.A.), Economics, Mathematics, Senior
University of Oxford 2010 — 2011
Sophmore year Spring semester
Afolabi Seriki Afolabi Seriki's Morgan Stanley Experience June 2015 - Present
Job Student at University of Pennsylvania
Industry
Experience
Morgan Stanley June 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Standard Bank Group June 2013 - August 2013
Afrinvest West Africa May 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal, Capital IQ
Education
University of Pennsylvania 2012 — 2016
Harrow School 2010 — 2012
Grange School - Lagos, Nigeria 1999 — 2010
Morgan Stanley June 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Standard Bank Group June 2013 - August 2013
Afrinvest West Africa May 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal, Capital IQ
Education
University of Pennsylvania 2012 — 2016
Harrow School 2010 — 2012
Grange School - Lagos, Nigeria 1999 — 2010
David Sharratt David Sharratt's Morgan Stanley Experience August 2010 - February 2011
Job Managing Director: Trading and Operational Risk at RBS Greenwich Capital
Industry Investment Banking
Experience
RBS Greenwich Capital June 2013 - Present
Renaissance Capital September 2012 - Present
Renaissance Capital June 2010 - September 2012
Morgan Stanley August 2010 - February 2011
Deutsche Bank January 2008 - July 2010
Deutsche Bank April 2006 - January 2008
Deutsche Bank June 2005 - April 2006
Deutsche Bank August 2004 - June 2005
Deutsche Bank October 2003 - August 2004
Abbey National Treasury Services January 2002 - October 2003
Skills
Investment Banking, Middle Office, Derivatives, FX Options, Fixed Income, Equities, Capital Markets, Trading Systems, Structured Products, Prime Brokerage, Equity Derivatives, Electronic Trading, VBA, System Deployment, Business Transformation, Product Control, Bloomberg, Risk Management, Financial Services, Market Risk, Investments, Strategy, Interest Rate..., Banking, Commodity, Trading, Operational Risk, Back Office, Business Analysis, Emerging Markets, Securities, Portfolio Management, Financial Risk, Swaps, Credit Risk, Credit Derivatives, Options, Collateral Management, Financial Markets, Hedge Funds
Education
University of Oxford 1991 — 1994
Honours, Ba Hons / MA, Geography / Economics / Middle East Development, 2:2
Lancaster Royal Grammar School 1982 — 1991
RBS Greenwich Capital June 2013 - Present
Renaissance Capital September 2012 - Present
Renaissance Capital June 2010 - September 2012
Morgan Stanley August 2010 - February 2011
Deutsche Bank January 2008 - July 2010
Deutsche Bank April 2006 - January 2008
Deutsche Bank June 2005 - April 2006
Deutsche Bank August 2004 - June 2005
Deutsche Bank October 2003 - August 2004
Abbey National Treasury Services January 2002 - October 2003
Skills
Investment Banking, Middle Office, Derivatives, FX Options, Fixed Income, Equities, Capital Markets, Trading Systems, Structured Products, Prime Brokerage, Equity Derivatives, Electronic Trading, VBA, System Deployment, Business Transformation, Product Control, Bloomberg, Risk Management, Financial Services, Market Risk, Investments, Strategy, Interest Rate..., Banking, Commodity, Trading, Operational Risk, Back Office, Business Analysis, Emerging Markets, Securities, Portfolio Management, Financial Risk, Swaps, Credit Risk, Credit Derivatives, Options, Collateral Management, Financial Markets, Hedge Funds
Education
University of Oxford 1991 — 1994
Honours, Ba Hons / MA, Geography / Economics / Middle East Development, 2:2
Lancaster Royal Grammar School 1982 — 1991
R. Hilliard Ebling R. Hilliard Ebling's Morgan Stanley Experience October 2006 - January 2009
Job Managing Director at Windhaven Investment Management
Industry Financial Services
Experience
Windhaven Investment Management January 2009 - Present
Morgan Stanley October 2006 - January 2009
Credit Suisse October 2004 - October 2006
State Street Corporation June 1987 - June 2003
Skills
Fixed Income, Investments, Asset Allocation, Wealth Management, ETFs, Investment Management, Private Banking, Hedge Funds, Equities, Bloomberg, Derivatives, Asset Managment, Portfolio Management, Valuation, Series 7, Investment Strategies, Alternative Investments, Financial Analysis, Capital Markets
Education
University of Oregon 1971 — 1973
BA, English
Univesity of Oregon
Windhaven Investment Management January 2009 - Present
Morgan Stanley October 2006 - January 2009
Credit Suisse October 2004 - October 2006
State Street Corporation June 1987 - June 2003
Skills
Fixed Income, Investments, Asset Allocation, Wealth Management, ETFs, Investment Management, Private Banking, Hedge Funds, Equities, Bloomberg, Derivatives, Asset Managment, Portfolio Management, Valuation, Series 7, Investment Strategies, Alternative Investments, Financial Analysis, Capital Markets
Education
University of Oregon 1971 — 1973
BA, English
Univesity of Oregon
Anubhav Maheshwari's Morgan Stanley Experience June 2015 - Present
Job Analyst, Technology Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Whale Path, Inc. July 2013 - May 2015
Weiss Tech House Innovation Fund May 2013 - May 2015
Credit Suisse June 2014 - August 2014
Glenmede May 2013 - December 2013
Greentech Capital Advisors May 2012 - July 2012
Quewey, Inc January 2012 - May 2012
IBM June 2009 - August 2011
Skills
Competitive Analysis, Social Media, Cloud Computing, Marketing, Project Management, Leadership, Analysis, Entrepreneurship, Strategy, Data Analysis, Management, Start-ups, Mergers & Acquisitions, Venture Capital
Education
University of Pennsylvania 2011 — 2015
BS.Engineering
University of Pennsylvania - The Wharton School 2011 — 2015
BS.Economics
Zurich International School 2007 — 2011
High School Diploma with Honors
Morgan Stanley June 2015 - Present
Whale Path, Inc. July 2013 - May 2015
Weiss Tech House Innovation Fund May 2013 - May 2015
Credit Suisse June 2014 - August 2014
Glenmede May 2013 - December 2013
Greentech Capital Advisors May 2012 - July 2012
Quewey, Inc January 2012 - May 2012
IBM June 2009 - August 2011
Skills
Competitive Analysis, Social Media, Cloud Computing, Marketing, Project Management, Leadership, Analysis, Entrepreneurship, Strategy, Data Analysis, Management, Start-ups, Mergers & Acquisitions, Venture Capital
Education
University of Pennsylvania 2011 — 2015
BS.Engineering
University of Pennsylvania - The Wharton School 2011 — 2015
BS.Economics
Zurich International School 2007 — 2011
High School Diploma with Honors
Javier Ovalles Javier Ovalles's Morgan Stanley Experience 1999 - 2000
Job Retirement Plan Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions October 2014 - Present
MassMutual Financial Group May 2014 - September 2014
Transamerica Retirement Solutions December 2012 - May 2014
John Hancock Life Insurance Company (U.S.A.) April 2010 - August 2012
Wells Fargo April 2006 - September 2009
Principal Financial Group 2004 - 2006
SelectQuote January 2003 - 2004
Lincoln Financial Distributors 2001 - 2002
Charles Schwab 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
401k, Investments, Insurance, Retirement Planning, Retirement, Leadership, Series 7, Mutual Funds, Employee Benefits, Strategy, Marketing, Lead Generation, Series 63, Securities, Strategic Planning, Management, Team Building, Long-term Care, Fixed Annuities, Financial Advisory, Finance, Negotiation, Competitive Analysis, Selling Skills, Business Development, Life Insurance, Health Insurance, CRM, Small Business, Social Influence, Relationship Management, Bilingual, Sales Management, Strategic Financial..., Sales, Budgets, Expense Management, Personal Financial..., FINRA, Defined Benefit, Financial Services, Portfolio Management, IRAs, Consulting, Asset Allocation, Wealth Management, 457 Plans, Financial Planning, Asset Management, Investment Advisory
Education
University of Pennsylvania 1992 — 1996
BA, Psychology
Winchester HS 1988 — 1992
Diploma, High School/Secondary Diplomas and Certificates
Transamerica Retirement Solutions October 2014 - Present
MassMutual Financial Group May 2014 - September 2014
Transamerica Retirement Solutions December 2012 - May 2014
John Hancock Life Insurance Company (U.S.A.) April 2010 - August 2012
Wells Fargo April 2006 - September 2009
Principal Financial Group 2004 - 2006
SelectQuote January 2003 - 2004
Lincoln Financial Distributors 2001 - 2002
Charles Schwab 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
401k, Investments, Insurance, Retirement Planning, Retirement, Leadership, Series 7, Mutual Funds, Employee Benefits, Strategy, Marketing, Lead Generation, Series 63, Securities, Strategic Planning, Management, Team Building, Long-term Care, Fixed Annuities, Financial Advisory, Finance, Negotiation, Competitive Analysis, Selling Skills, Business Development, Life Insurance, Health Insurance, CRM, Small Business, Social Influence, Relationship Management, Bilingual, Sales Management, Strategic Financial..., Sales, Budgets, Expense Management, Personal Financial..., FINRA, Defined Benefit, Financial Services, Portfolio Management, IRAs, Consulting, Asset Allocation, Wealth Management, 457 Plans, Financial Planning, Asset Management, Investment Advisory
Education
University of Pennsylvania 1992 — 1996
BA, Psychology
Winchester HS 1988 — 1992
Diploma, High School/Secondary Diplomas and Certificates
Emilia Camp's Morgan Stanley Experience March 2000 - June 2004
Job Entrepreneur and Business Intelligence
Industry Entertainment
Experience
School of Rock Farmingdale January 2014 - Present
MDRC June 2008 - Present
MDRC June 2005 - August 2008
MDRC June 2004 - June 2005
Morgan Stanley March 2000 - June 2004
Morgan Stanley January 1999 - March 2000
Port Authority of NY and NJ March 1998 - January 1999
Skills
Costpoint, Excel, Cognos, Impromptu, Crystal Reports, Deltek, Control, VBA, Access, Analysis, Creative Problem Solving, MS Office Suite, MS Office Automation, MS Project, Visio, Databases, System Administration, System Testing, Systems Analysis, Financial Modeling, Microsoft Excel, Project Management, Business Intelligence, Troubleshooting, Management
Education
State University of New York at Stony Brook 2007 — 2009
Executive MBA, Management
Chubb Institute - New York 2000 — 2001
Certification, Business Information Technology
University of Oregon - Charles H. Lundquist College of Business 1994 — 1998
Business, Finance
School of Rock Farmingdale January 2014 - Present
MDRC June 2008 - Present
MDRC June 2005 - August 2008
MDRC June 2004 - June 2005
Morgan Stanley March 2000 - June 2004
Morgan Stanley January 1999 - March 2000
Port Authority of NY and NJ March 1998 - January 1999
Skills
Costpoint, Excel, Cognos, Impromptu, Crystal Reports, Deltek, Control, VBA, Access, Analysis, Creative Problem Solving, MS Office Suite, MS Office Automation, MS Project, Visio, Databases, System Administration, System Testing, Systems Analysis, Financial Modeling, Microsoft Excel, Project Management, Business Intelligence, Troubleshooting, Management
Education
State University of New York at Stony Brook 2007 — 2009
Executive MBA, Management
Chubb Institute - New York 2000 — 2001
Certification, Business Information Technology
University of Oregon - Charles H. Lundquist College of Business 1994 — 1998
Business, Finance
Veyom Bahl Veyom Bahl's Morgan Stanley Experience July 2008 - July 2010
Job Program Officer at the Robin Hood Foundation
Industry Philanthropy
Experience
Robin Hood November 2012 - Present
Obama for America August 2012 - November 2012
The White House May 2012 - August 2012
The Young Foundation August 2011 - May 2012
Morgan Stanley July 2008 - July 2010
U.S. Department of State August 2007 - June 2008
Skills
Public Policy, Non-profits, Urban Development, Public Finance, Social Innovation, Urban Planning, Policy, Nonprofits, Graphic Design, Grace Under Pressure, Writing
Education
University College London, The Bartlett, Development Planning Unit 2010 — 2011
MSc, Urban Development Planning, Distinction
University of Pennsylvania 2003 — 2007
BA, Political Science with Minors in Economics and Urban Studies, Summa Cum Laude
Lynbrook High School 1999 — 2003
Robin Hood November 2012 - Present
Obama for America August 2012 - November 2012
The White House May 2012 - August 2012
The Young Foundation August 2011 - May 2012
Morgan Stanley July 2008 - July 2010
U.S. Department of State August 2007 - June 2008
Skills
Public Policy, Non-profits, Urban Development, Public Finance, Social Innovation, Urban Planning, Policy, Nonprofits, Graphic Design, Grace Under Pressure, Writing
Education
University College London, The Bartlett, Development Planning Unit 2010 — 2011
MSc, Urban Development Planning, Distinction
University of Pennsylvania 2003 — 2007
BA, Political Science with Minors in Economics and Urban Studies, Summa Cum Laude
Lynbrook High School 1999 — 2003
Michelle Brandwein Michelle Brandwein's Morgan Stanley Experience July 2007 - May 2010
Job Software Developer and Consultant
Industry Computer Software
Experience
Spacetime Software, Inc. May 2003 - Present
Morgan Stanley July 2007 - May 2010
Fox-Pitt, Kelton October 2004 - June 2007
Skills
SQL, Software Development, Databases, Cloud Computing, .NET, Microsoft SQL Server, C#, SharePoint, SDLC, Requirements Analysis, VB.NET, XML, T-SQL, Visual Basic, LINQ, TFS, ASP.NET, WinForms
Education
University of Oxford
M.Phil
University of Rochester
M.A.
Spacetime Software, Inc. May 2003 - Present
Morgan Stanley July 2007 - May 2010
Fox-Pitt, Kelton October 2004 - June 2007
Skills
SQL, Software Development, Databases, Cloud Computing, .NET, Microsoft SQL Server, C#, SharePoint, SDLC, Requirements Analysis, VB.NET, XML, T-SQL, Visual Basic, LINQ, TFS, ASP.NET, WinForms
Education
University of Oxford
M.Phil
University of Rochester
M.A.
Brian Anderson Brian Anderson's Morgan Stanley Experience June 2011 - July 2013
Job CoFounder at Harper
Industry Venture Capital & Private Equity
Experience
Harper June 2015 - Present
Imagine Communications September 2014 - September 2015
The Gores Group August 2013 - August 2014
Morgan Stanley June 2011 - July 2013
Education
University of Southern California - Marshall School of Business 2007 — 2010
Bachelor of Science (B.S.), Business Adminstration, Cumulative & Major GPA: 3.8
University of Oxford 2011 — 2011
Visiting Student
Harper June 2015 - Present
Imagine Communications September 2014 - September 2015
The Gores Group August 2013 - August 2014
Morgan Stanley June 2011 - July 2013
Education
University of Southern California - Marshall School of Business 2007 — 2010
Bachelor of Science (B.S.), Business Adminstration, Cumulative & Major GPA: 3.8
University of Oxford 2011 — 2011
Visiting Student
Dan Song's Morgan Stanley Experience May 2011 - Present
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley May 2011 - Present
Syclo March 2011 - May 2011
Marsh April 2007 - March 2011
Merrill Lynch March 2006 - April 2007
Lehman Brothers April 2005 - March 2006
Intellibank, Inc September 2004 - April 2005
netomat October 2001 - September 2004
ACTV September 2000 - October 2001
Credit Suisse First Boston June 2000 - September 2000
Prudential March 1997 - May 2000
Education
University of Pennsylvania
BA
Morgan Stanley May 2011 - Present
Syclo March 2011 - May 2011
Marsh April 2007 - March 2011
Merrill Lynch March 2006 - April 2007
Lehman Brothers April 2005 - March 2006
Intellibank, Inc September 2004 - April 2005
netomat October 2001 - September 2004
ACTV September 2000 - October 2001
Credit Suisse First Boston June 2000 - September 2000
Prudential March 1997 - May 2000
Education
University of Pennsylvania
BA
Yinnie Tse's Morgan Stanley Experience 2000 - 2002
Job Deputy Director at The Broad Center for the Management of School Systems
Industry Nonprofit Organization Management
Experience
The Broad Center for the Management of School Systems 2012 - 2014
The Brookings Institution 2010 - 2011
The Brookings Institution 2005 - 2010
Sherry Lehmann 2003 - 2005
Morgan Stanley 2000 - 2002
Skills
Non-profits, Strategic Planning, Operations Management, Program Development, Financial Analysis, Budgets, Data Analysis, Fundraising, Grants, Event Management, Public Policy, Research, Human Capital, Policy, Nonprofits, Public Education K-12, Leadership
Education
Dana Hall School
King George V School
Oxford University
Wellesley College
B.A., Philosophy and Economics
The Broad Center for the Management of School Systems 2012 - 2014
The Brookings Institution 2010 - 2011
The Brookings Institution 2005 - 2010
Sherry Lehmann 2003 - 2005
Morgan Stanley 2000 - 2002
Skills
Non-profits, Strategic Planning, Operations Management, Program Development, Financial Analysis, Budgets, Data Analysis, Fundraising, Grants, Event Management, Public Policy, Research, Human Capital, Policy, Nonprofits, Public Education K-12, Leadership
Education
Dana Hall School
King George V School
Oxford University
Wellesley College
B.A., Philosophy and Economics
Cameron Smalls's Morgan Stanley Experience March 2009 - March 2012
Job Analyst at Silver Rock
Industry Investment Management
Experience
Silver Rock March 2012 - Present
Morgan Stanley March 2009 - March 2012
Enso Capital Management August 2008 - February 2009
Morgan Stanley May 2007 - August 2008
Morgan Stanley May 2006 - August 2006
UBS June 2005 - August 2005
Julien J. Studley May 2004 - August 2004
Education
University of Pennsylvania 2003 — 2007
B.S.E.
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor's of Science in Economics - Concentrations in Finance and Management
Silver Rock March 2012 - Present
Morgan Stanley March 2009 - March 2012
Enso Capital Management August 2008 - February 2009
Morgan Stanley May 2007 - August 2008
Morgan Stanley May 2006 - August 2006
UBS June 2005 - August 2005
Julien J. Studley May 2004 - August 2004
Education
University of Pennsylvania 2003 — 2007
B.S.E.
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor's of Science in Economics - Concentrations in Finance and Management
John Lobaugh's Morgan Stanley Experience January 2006 - Present
Job Business Intelligence Specialist and Software Developer
Industry Computer Software
Experience
Morgan Stanley January 2006 - Present
Computer Horizons October 2004 - January 2006
Levitronics April 2003 - October 2004
VisualMed November 2000 - March 2003
Switch Solutions, Inc. 1998 - 2001
Careware Software September 1999 - May 2000
Skills
.NET, C# 4.0, C++, ASP.NET, PL/SQL, Sybase Adaptive Server, Oracle 9i, Oracle, Microsoft SQL Server, C#, Databases, Visual Studio, OOP, Software Development, WCF, Web Applications, JavaScript, Perl
Education
University of Pennsylvania 1991 — 1996
PhD, Theoretical Chemistry
McGill U 1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Chemistry
Morgan Stanley January 2006 - Present
Computer Horizons October 2004 - January 2006
Levitronics April 2003 - October 2004
VisualMed November 2000 - March 2003
Switch Solutions, Inc. 1998 - 2001
Careware Software September 1999 - May 2000
Skills
.NET, C# 4.0, C++, ASP.NET, PL/SQL, Sybase Adaptive Server, Oracle 9i, Oracle, Microsoft SQL Server, C#, Databases, Visual Studio, OOP, Software Development, WCF, Web Applications, JavaScript, Perl
Education
University of Pennsylvania 1991 — 1996
PhD, Theoretical Chemistry
McGill U 1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Chemistry
Thepoudone Brown's Morgan Stanley Experience September 2005 - September 2006
Job Independent IT Consultting
Industry Information Technology and Services
Experience
Microsoft September 2013 - Present
Independent Contractor September 2008 - February 2013
Keller Williams Real Estate, Kirkland WA 2008 - 2012
Microsoft January 2008 - January 2010
Brazen Real Estate September 2008 - September 2009
Microsoft Corporation September 2006 - September 2007
Morgan Stanley September 2005 - September 2006
ABC Models & Talent Management June 1999 - November 2002
Skills
Strategic Partnerships, Business Development, Start-ups, SaaS, Mobile Devices, Program Management, Management, Enterprise Software, CRM, E-commerce, Business Strategy, Consulting, Software Project..., Direct Sales, Wireless, Cloud Computing, Solution Selling, Leadership, Selling, Business Intelligence, Customer Service
Education
University of Oregon 1987 — 1993
BA, Political Science & Business
Microsoft September 2013 - Present
Independent Contractor September 2008 - February 2013
Keller Williams Real Estate, Kirkland WA 2008 - 2012
Microsoft January 2008 - January 2010
Brazen Real Estate September 2008 - September 2009
Microsoft Corporation September 2006 - September 2007
Morgan Stanley September 2005 - September 2006
ABC Models & Talent Management June 1999 - November 2002
Skills
Strategic Partnerships, Business Development, Start-ups, SaaS, Mobile Devices, Program Management, Management, Enterprise Software, CRM, E-commerce, Business Strategy, Consulting, Software Project..., Direct Sales, Wireless, Cloud Computing, Solution Selling, Leadership, Selling, Business Intelligence, Customer Service
Education
University of Oregon 1987 — 1993
BA, Political Science & Business
Cynthia Wong's Morgan Stanley Experience August 2011 - Present
Job Vice President, Morgan Stanley Global Sustainable Finance
Industry Financial Services
Experience
Morgan Stanley August 2011 - Present
The Bridgespan Group May 2008 - July 2011
Marakon Associates September 2006 - May 2008
Skills
Management Consulting, Financial Modeling, Business Strategy, Strategy, Strategic Planning, Due Diligence, Strategic Consulting, Valuation, Competitive Analysis, Financial Analysis, Cross-functional Team..., Growth Strategies, Analysis, Leadership, Business Planning
Education
University of Pennsylvania
BS Economics, Management, Marketing, Magna Cum Laude
University of Pennsylvania - The Wharton School
Morgan Stanley August 2011 - Present
The Bridgespan Group May 2008 - July 2011
Marakon Associates September 2006 - May 2008
Skills
Management Consulting, Financial Modeling, Business Strategy, Strategy, Strategic Planning, Due Diligence, Strategic Consulting, Valuation, Competitive Analysis, Financial Analysis, Cross-functional Team..., Growth Strategies, Analysis, Leadership, Business Planning
Education
University of Pennsylvania
BS Economics, Management, Marketing, Magna Cum Laude
University of Pennsylvania - The Wharton School
Richard Geary's Morgan Stanley Experience December 2008 - July 2012
Job Senior Infrastructure Developer at Tower Research Capital
Industry Financial Services
Experience
Tower Research Capital July 2012 - Present
Morgan Stanley December 2008 - July 2012
Morgan Stanley September 2007 - December 2008
Microsoft September 2004 - August 2007
Skills
Trading Systems, Multithreading, Market Data, Credit Derivatives, Derivatives, Electronic Trading, Quantitative Finance, Low Latency, C++, C, C#, Scala, Node.js, Python, Systems Engineering
Education
University of Oxford 2000 — 2004
MPhys, Physics
Tower Research Capital July 2012 - Present
Morgan Stanley December 2008 - July 2012
Morgan Stanley September 2007 - December 2008
Microsoft September 2004 - August 2007
Skills
Trading Systems, Multithreading, Market Data, Credit Derivatives, Derivatives, Electronic Trading, Quantitative Finance, Low Latency, C++, C, C#, Scala, Node.js, Python, Systems Engineering
Education
University of Oxford 2000 — 2004
MPhys, Physics
John Tinker's Morgan Stanley Experience 1987 - 1990
Job Senior Media Analyst, Gabelli & Company
Industry Investment Banking
Experience
Gabelli & Company Partner, Senior Media AnalystMaxim Group2010 - Present
Steamer Capital 2008 - 2010
Sandler Capital October 2006 - September 2008
ThinkEquity Partners 2004 - 2006
Blaylock & Partners 2002 - 2004
Steamer Capital 1999 - 2002
Montgomery Securities 1996 - 1999
BOFA Securities 1996 - 1999
Furman Selz 1992 - 1996
Morgan Stanley 1987 - 1990
Skills
Private Equity, Hedge Funds, Investments, Venture Capital, Equities, Financial Modeling, Portfolio Management, Securities, Equity Research, Investment Banking, Mergers & Acquisitions, Capital Markets, Alternative Investments, Financial Services, Research, Valuation, Asset Management, Corporate Finance, Corporate Development, Bloomberg, Investor Relations, Emerging Markets
Education
University of Oxford 1975 — 1978
MA, Politics, Philosophy & Economics
Gabelli & Company Partner, Senior Media AnalystMaxim Group2010 - Present
Steamer Capital 2008 - 2010
Sandler Capital October 2006 - September 2008
ThinkEquity Partners 2004 - 2006
Blaylock & Partners 2002 - 2004
Steamer Capital 1999 - 2002
Montgomery Securities 1996 - 1999
BOFA Securities 1996 - 1999
Furman Selz 1992 - 1996
Morgan Stanley 1987 - 1990
Skills
Private Equity, Hedge Funds, Investments, Venture Capital, Equities, Financial Modeling, Portfolio Management, Securities, Equity Research, Investment Banking, Mergers & Acquisitions, Capital Markets, Alternative Investments, Financial Services, Research, Valuation, Asset Management, Corporate Finance, Corporate Development, Bloomberg, Investor Relations, Emerging Markets
Education
University of Oxford 1975 — 1978
MA, Politics, Philosophy & Economics
Mary Jane Svenson Black's Morgan Stanley Experience November 1999 - December 2004
Job Real Estate
Industry Real Estate
Experience
Windermere Real Estate January 2005 - July 2013
Morgan Stanley November 1999 - December 2004
KeyBank, Key Invesment Services, LLC April 1994 - November 1999
Pacific First Financial Corp., Pacific First Securities, LLC May 1992 - April 1994
First Interstate Bank, First Interstate Investment Services LLC March 1990 - May 1992
Skills
Buyers, Sellers, Strategic Financial..., Portfolio Management, Investments, Finance, Real Estate, Real Estate Transactions, New Business Development, Negotiation, Consulting, Sales, Sales Presentations, Customer Oriented, Relationship Management
Education
University of Oregon 1981 — 1985
Windermere Real Estate January 2005 - July 2013
Morgan Stanley November 1999 - December 2004
KeyBank, Key Invesment Services, LLC April 1994 - November 1999
Pacific First Financial Corp., Pacific First Securities, LLC May 1992 - April 1994
First Interstate Bank, First Interstate Investment Services LLC March 1990 - May 1992
Skills
Buyers, Sellers, Strategic Financial..., Portfolio Management, Investments, Finance, Real Estate, Real Estate Transactions, New Business Development, Negotiation, Consulting, Sales, Sales Presentations, Customer Oriented, Relationship Management
Education
University of Oregon 1981 — 1985
Dave Rawlins's Morgan Stanley Experience July 2001 - March 2010
Job Managing Director Redmile Group LLC
Industry Investment Management
Experience
Redmile Group March 2010 - Present
Morgan Stanley July 2001 - March 2010
Skills
Equities, Capital Markets, Investments, Investment Banking, Valuation, Hedge Funds, Portfolio Management, Financial Modeling, Business Strategy, Bloomberg, Private Equity, Alternative Investments, Equity Research
Education
University of Oxford 1999 — 2002
Redmile Group March 2010 - Present
Morgan Stanley July 2001 - March 2010
Skills
Equities, Capital Markets, Investments, Investment Banking, Valuation, Hedge Funds, Portfolio Management, Financial Modeling, Business Strategy, Bloomberg, Private Equity, Alternative Investments, Equity Research
Education
University of Oxford 1999 — 2002
Charlie Tribbett's Morgan Stanley Experience 2007 - 2009
Job CoFounder at Bolstr
Industry Internet
Experience
Bolstr 2011 - Present
Macy's, Inc April 2010 - July 2011
Morgan Stanley 2007 - 2009
Morgan Stanley 2006 - 2007
J.P. Morgan 2005 - 2005
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Capital Markets, Strategy, Entrepreneurship, Finance, E-commerce, Venture Capital, Fixed Income, Investments, Social Media, Strategic Partnerships, Start-ups, Equities, Portfolio Management
Education
University of Virginia 2002 — 2006
Bachelor of Arts (B.A.), History
Oxford University 2001 — 2001
Latin School of Chicago 1988 — 2002
Bolstr 2011 - Present
Macy's, Inc April 2010 - July 2011
Morgan Stanley 2007 - 2009
Morgan Stanley 2006 - 2007
J.P. Morgan 2005 - 2005
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Capital Markets, Strategy, Entrepreneurship, Finance, E-commerce, Venture Capital, Fixed Income, Investments, Social Media, Strategic Partnerships, Start-ups, Equities, Portfolio Management
Education
University of Virginia 2002 — 2006
Bachelor of Arts (B.A.), History
Oxford University 2001 — 2001
Latin School of Chicago 1988 — 2002
Lei Jin's Morgan Stanley Experience June 2008 - September 2008
Job Senior Quantitative Analyst at Interactive Data
Industry Investment Banking
Experience
Interactive Data 2012 - Present
Goldman Sachs 2010 - 2011
Morgan Stanley June 2008 - September 2008
Credit Suisse June 2007 - August 2007
Skills
C++, C, Java, SAS, Unix, SQL, Sybase IQ, Matlab, VBA, Excel, Microsoft Office, Python, Perl, R, S-Plus, Slang, SecDB
Education
University of Oxford 2006 — 2010
D.Phil., Mathematical Finance, Stochastic Analysis
Interactive Data 2012 - Present
Goldman Sachs 2010 - 2011
Morgan Stanley June 2008 - September 2008
Credit Suisse June 2007 - August 2007
Skills
C++, C, Java, SAS, Unix, SQL, Sybase IQ, Matlab, VBA, Excel, Microsoft Office, Python, Perl, R, S-Plus, Slang, SecDB
Education
University of Oxford 2006 — 2010
D.Phil., Mathematical Finance, Stochastic Analysis
Jenny Lin's Morgan Stanley Experience June 2010 - August 2010
Job Associate Vice President, Payment innovation at TD
Industry Financial Services
Experience
TD July 2014 - Present
BMO Financial Group December 2013 - July 2014
Bain & Company 2011 - 2013
Morgan Stanley June 2010 - August 2010
RBC January 2007 - May 2009
Deloitte October 2005 - January 2007
Deloitte Canada June 2004 - October 2005
Skills
Investment Valuation, Due Diligence, Financial Modeling, International Business..., Corporate Strategy..., M&A experience, Private Equity, Investment Banking, Change Management, CRM, Deal Sourcing, Business Process..., Management Consulting, Valuation, Business Strategy
Education
University of Pennsylvania 2009 — 2011
MA, International Relations
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
University of Waterloo 1999 — 2004
Bachelor of Applied Science, System Designs Engineering
TD July 2014 - Present
BMO Financial Group December 2013 - July 2014
Bain & Company 2011 - 2013
Morgan Stanley June 2010 - August 2010
RBC January 2007 - May 2009
Deloitte October 2005 - January 2007
Deloitte Canada June 2004 - October 2005
Skills
Investment Valuation, Due Diligence, Financial Modeling, International Business..., Corporate Strategy..., M&A experience, Private Equity, Investment Banking, Change Management, CRM, Deal Sourcing, Business Process..., Management Consulting, Valuation, Business Strategy
Education
University of Pennsylvania 2009 — 2011
MA, International Relations
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
University of Waterloo 1999 — 2004
Bachelor of Applied Science, System Designs Engineering
Caroline Morrill's Morgan Stanley Experience 1996 - 2003
Job Financial Services Professional, Investment Banking/Sales and Trading/Marketing Expertise
Industry Financial Services
Experience
HSBC 2004 - 2007
Morgan Stanley 1996 - 2003
Credit Suisse First Boston 1986 - 1996
Skills
Investment Banking, ABS, Capital Markets, Syndicate, MBS, Debt Capital Markets, Fixed Income, Securitization, CMBS, Structured Products, Portfolio Management, Structured Finance
Education
University of Pennsylvania 1982 — 1986
HSBC 2004 - 2007
Morgan Stanley 1996 - 2003
Credit Suisse First Boston 1986 - 1996
Skills
Investment Banking, ABS, Capital Markets, Syndicate, MBS, Debt Capital Markets, Fixed Income, Securitization, CMBS, Structured Products, Portfolio Management, Structured Finance
Education
University of Pennsylvania 1982 — 1986
Ralf Donner's Morgan Stanley Experience January 2011 - Present
Job executive director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley October 2008 - December 2010
ABN Amro September 2006 - July 2008
Skills
Electronic Trading, Swaps, Options, Valuation, Quantitative Finance, Financial Modeling, Portfolio Management, Exotic Derivatives, Interest Rate..., Fixed Income, Derivatives, Market Risk, Quantitative Investing, Structured Products, Equity Derivatives, Credit Derivatives
Education
University of Oxford 2001 — 2005
DPhil, theoretical physics
University of Oxford 1997 — 2001
MPhys, physics
American School of the Hague 1990 — 1997
Morgan Stanley January 2011 - Present
Morgan Stanley October 2008 - December 2010
ABN Amro September 2006 - July 2008
Skills
Electronic Trading, Swaps, Options, Valuation, Quantitative Finance, Financial Modeling, Portfolio Management, Exotic Derivatives, Interest Rate..., Fixed Income, Derivatives, Market Risk, Quantitative Investing, Structured Products, Equity Derivatives, Credit Derivatives
Education
University of Oxford 2001 — 2005
DPhil, theoretical physics
University of Oxford 1997 — 2001
MPhys, physics
American School of the Hague 1990 — 1997
Peter Mulberry's Morgan Stanley Experience March 2013 - Present
Job Managing Director, Head of Enterprise Computing (Distributed Computing) at Morgan Stanley
Industry Banking
Experience
Morgan Stanley March 2013 - Present
Morgan Stanley 2011 - Present
Accenture June 2011 - March 2012
Dell December 2009 - June 2011
UBS October 2007 - November 2009
UBS January 2005 - October 2007
Perot Systems 2000 - December 2004
Skills
Data Center, Enterprise Architecture, Program Management, Management, Risk Management, IT Operations, Infrastructure, Service Delivery, Servers, Databases, Storage, Architectures, Financial Services, Offshoring, Investment Banking, IT Strategy, Business Analysis, Equities, Derivatives, Capital Markets
Education
University of Oxford 1977 — 1981
Master of Arts (MA), Natural Sciences
King's School Rochester 1967 — 1976
Morgan Stanley March 2013 - Present
Morgan Stanley 2011 - Present
Accenture June 2011 - March 2012
Dell December 2009 - June 2011
UBS October 2007 - November 2009
UBS January 2005 - October 2007
Perot Systems 2000 - December 2004
Skills
Data Center, Enterprise Architecture, Program Management, Management, Risk Management, IT Operations, Infrastructure, Service Delivery, Servers, Databases, Storage, Architectures, Financial Services, Offshoring, Investment Banking, IT Strategy, Business Analysis, Equities, Derivatives, Capital Markets
Education
University of Oxford 1977 — 1981
Master of Arts (MA), Natural Sciences
King's School Rochester 1967 — 1976
Jerry Cudzil's Morgan Stanley Experience April 2010 - April 2012
Job Managing Director at TCW
Industry Financial Services
Experience
Trust Company of the west April 2012 - Present
Life Raft Group November 2003 - Present
Morgan Stanley April 2010 - April 2012
Deutsche Bank Securities September 2009 - March 2010
DiMaio Ahmad Capital June 2004 - September 2009
Goldman Sachs June 2003 - June 2004
Credit Suisse October 2000 - June 2003
Prudential Securities 1997 - 2000
Skills
Project Finance, Energy, Aviation, Hedge Funds, Securities, Portfolio Management, Investments, Bonds, Asset Management, High Yield, Asset Allocation, Management, Fixed Income, Equities, Trading, Credit Derivatives, Capital Markets
Education
University of Pennsylvania 1993 — 1997
BA, Economics major, English minor
Trust Company of the west April 2012 - Present
Life Raft Group November 2003 - Present
Morgan Stanley April 2010 - April 2012
Deutsche Bank Securities September 2009 - March 2010
DiMaio Ahmad Capital June 2004 - September 2009
Goldman Sachs June 2003 - June 2004
Credit Suisse October 2000 - June 2003
Prudential Securities 1997 - 2000
Skills
Project Finance, Energy, Aviation, Hedge Funds, Securities, Portfolio Management, Investments, Bonds, Asset Management, High Yield, Asset Allocation, Management, Fixed Income, Equities, Trading, Credit Derivatives, Capital Markets
Education
University of Pennsylvania 1993 — 1997
BA, Economics major, English minor
Cindy Tse's Morgan Stanley Experience November 1996 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 1996 - Present
Education
University of Ottawa / Université d'Ottawa
MBA
University of Toronto
BA, Economics
Morgan Stanley November 1996 - Present
Education
University of Ottawa / Université d'Ottawa
MBA
University of Toronto
BA, Economics
Samuel Crawley's Morgan Stanley Experience
Job First Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Education
Catlin Gabel School 1972 — 1985
University of Oregon 1962 — 1971
BA, MFA, History, English (Creative Writing)
Morgan Stanley
Education
Catlin Gabel School 1972 — 1985
University of Oregon 1962 — 1971
BA, MFA, History, English (Creative Writing)
Aaron Jungstein's Morgan Stanley Experience February 2012 - Present
Job Associate, Global MultiAsset Team at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley February 2012 - Present
Capital IQ July 2009 - February 2012
UBS Investment Bank June 2008 - August 2008
Sponsors for Educational Opportunity (SEO) May 2008 - August 2008
Skills
.NET, C#, Perl, ASP.NET, Microsoft SQL Server, Sybase, Web Development, Testing, SQL Server, Fame 4GL, Bloomberg, Capital IQ, Datastream, IBES, Bloomberg Terminal, Financial Modeling, Financial Forecasting, Quantitative Analytics, Software Development, SQL, Data Analysis, Analysis, Microsoft Office, Microsoft Excel
Education
University of Pennsylvania 2005 — 2009
BSE, Electrical Engineering, Math, Computer Science
Morgan Stanley February 2012 - Present
Capital IQ July 2009 - February 2012
UBS Investment Bank June 2008 - August 2008
Sponsors for Educational Opportunity (SEO) May 2008 - August 2008
Skills
.NET, C#, Perl, ASP.NET, Microsoft SQL Server, Sybase, Web Development, Testing, SQL Server, Fame 4GL, Bloomberg, Capital IQ, Datastream, IBES, Bloomberg Terminal, Financial Modeling, Financial Forecasting, Quantitative Analytics, Software Development, SQL, Data Analysis, Analysis, Microsoft Office, Microsoft Excel
Education
University of Pennsylvania 2005 — 2009
BSE, Electrical Engineering, Math, Computer Science
Ishan Lal's Morgan Stanley Experience August 1994 - February 1997
Job Director, Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2000 - Present
Mitchell Madison Group February 1997 - June 2000
Morgan Stanley August 1994 - February 1997
Lehman Brothers 1989 - 1992
Skills
Series 7, 24 and 63..., Hedge Funds, Risk Management, Equities, Trading, Financial Services, Corporate Finance, Capital Markets, Finance, Investment Banking, Fixed Income, Financial Modeling, Derivatives, Mutual Funds, Management
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Oxford 1986 — 1989
BA, Politics, Philosophy and Economics
Credit Suisse June 2000 - Present
Mitchell Madison Group February 1997 - June 2000
Morgan Stanley August 1994 - February 1997
Lehman Brothers 1989 - 1992
Skills
Series 7, 24 and 63..., Hedge Funds, Risk Management, Equities, Trading, Financial Services, Corporate Finance, Capital Markets, Finance, Investment Banking, Fixed Income, Financial Modeling, Derivatives, Mutual Funds, Management
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Oxford 1986 — 1989
BA, Politics, Philosophy and Economics
Samuel Sa's Morgan Stanley Experience March 2010 - July 2012
Job Associate at Fenway Partners
Industry Venture Capital & Private Equity
Experience
Fenway Partners August 2012 - Present
Morgan Stanley March 2010 - July 2012
RBC Capital Markets July 2008 - February 2010
Skills
Financial Modeling, Private Equity, Investment Banking, Valuation, LBO, Corporate Finance, Capital IQ
Education
University of Pennsylvania 2004 — 2008
BSE, Systems Engineering
Fenway Partners August 2012 - Present
Morgan Stanley March 2010 - July 2012
RBC Capital Markets July 2008 - February 2010
Skills
Financial Modeling, Private Equity, Investment Banking, Valuation, LBO, Corporate Finance, Capital IQ
Education
University of Pennsylvania 2004 — 2008
BSE, Systems Engineering
Leo Xu Li's Morgan Stanley Experience July 2005 - October 2006
Job Equity Operational Risk Team Lead
Industry Financial Services
Experience
Vanguard January 2013 - Present
Vanguard June 2011 - December 2012
The Vanguard Group March 2008 - June 2011
The Vanguard Group January 2007 - March 2008
Morgan Stanley July 2005 - October 2006
Skills
Mutual Funds, Series 7, Equities, Risk Management, Charles River IMS, SQL Server Management..., ACL, Charles River System..., Bloomberg Terminal, Access, Advanced Excel, Database Design, Bloomberg, ETFs, Finance, Microsoft Excel, Strategy
Education
Villanova University 2008 — 2013
MBA, Finance, International Business Management, A
University of Ottawa / Université d'Ottawa 2001 — 2005
BA, International Finance
Vanguard January 2013 - Present
Vanguard June 2011 - December 2012
The Vanguard Group March 2008 - June 2011
The Vanguard Group January 2007 - March 2008
Morgan Stanley July 2005 - October 2006
Skills
Mutual Funds, Series 7, Equities, Risk Management, Charles River IMS, SQL Server Management..., ACL, Charles River System..., Bloomberg Terminal, Access, Advanced Excel, Database Design, Bloomberg, ETFs, Finance, Microsoft Excel, Strategy
Education
Villanova University 2008 — 2013
MBA, Finance, International Business Management, A
University of Ottawa / Université d'Ottawa 2001 — 2005
BA, International Finance
Nagaswamy Ramaswamy's Morgan Stanley Experience 1981 - 1982
Job Director, Alternative Investments
Industry Financial Services
Experience
Merrill Lynch Bank of America October 1991 - Present
Credit Suisse First Boston 1985 - 1990
Touche Ross 1983 - 1985
Morgan Stanley 1981 - 1982
Skills
Alternative Investments, Capital Markets
Education
University of Ottawa
M. Eng.
University of Ottawa
M. Man. Sc.
Merrill Lynch Bank of America October 1991 - Present
Credit Suisse First Boston 1985 - 1990
Touche Ross 1983 - 1985
Morgan Stanley 1981 - 1982
Skills
Alternative Investments, Capital Markets
Education
University of Ottawa
M. Eng.
University of Ottawa
M. Man. Sc.
Jim Butcher's Morgan Stanley Experience August 2004 - January 2009
Job Managing Partner of Entegra Partners
Industry Management Consulting
Experience
Entegra Partners February 2009 - Present
Morgan Stanley August 2004 - January 2009
Global Business Network (GBN) September 1991 - August 1998
Skills
Strategic Planning, Business Strategy, New Business Development, Business Intelligence, Corporate Finance, Leadership Development, Thought Leadership, Strategy, Project Planning, Due Diligence, Start-ups, Management, Risk Management, Competitive Analysis, Leadership, Training, Valuation, Strategic Partnerships, Strategic Consulting, Mergers & Acquisitions, Executive Management, Portfolio Management, Entrepreneurship, Sustainability, Renewable Energy, Scenario Planning, Financial Modeling, Management Consulting, Executive Coaching, Cleantech, Business Development, Change Management, Business Planning
Education
University of Oxford 1982 — 1985
M.A. & B.A., Economics
Utah State University 1977 — 1981
B.S., Civil & Envn. Engineering
Entegra Partners February 2009 - Present
Morgan Stanley August 2004 - January 2009
Global Business Network (GBN) September 1991 - August 1998
Skills
Strategic Planning, Business Strategy, New Business Development, Business Intelligence, Corporate Finance, Leadership Development, Thought Leadership, Strategy, Project Planning, Due Diligence, Start-ups, Management, Risk Management, Competitive Analysis, Leadership, Training, Valuation, Strategic Partnerships, Strategic Consulting, Mergers & Acquisitions, Executive Management, Portfolio Management, Entrepreneurship, Sustainability, Renewable Energy, Scenario Planning, Financial Modeling, Management Consulting, Executive Coaching, Cleantech, Business Development, Change Management, Business Planning
Education
University of Oxford 1982 — 1985
M.A. & B.A., Economics
Utah State University 1977 — 1981
B.S., Civil & Envn. Engineering
Jane Guttridge's Morgan Stanley Experience 1993 - 2008
Job Mostly Retired
Industry Financial Services
Experience
Citi 2008 - 2011
Morgan Stanley 1993 - 2008
Education
The University of Chicago 1988 — 1990
Master of Business Administration (MBA)
University of Oxford 1982 — 1985
Bachelor of Arts (BA), PPE
Citi 2008 - 2011
Morgan Stanley 1993 - 2008
Education
The University of Chicago 1988 — 1990
Master of Business Administration (MBA)
University of Oxford 1982 — 1985
Bachelor of Arts (BA), PPE
Diana Woodward's Morgan Stanley Experience 1996 - 1997
Job Ph.D. Mathematician
Industry Financial Services
Experience
RBC Capital Markets August 2009 - April 2012
Barclays Capital 2005 - 2009
Societe Generale 2000 - 2004
Bank of Tokyo-Mitsubishi 1997 - 2000
Morgan Stanley 1996 - 1997
Education
University of Oxford
MA (Hons), Mathematics
University of Utah
PhD, Mathematics
RBC Capital Markets August 2009 - April 2012
Barclays Capital 2005 - 2009
Societe Generale 2000 - 2004
Bank of Tokyo-Mitsubishi 1997 - 2000
Morgan Stanley 1996 - 1997
Education
University of Oxford
MA (Hons), Mathematics
University of Utah
PhD, Mathematics
David Chacko's Morgan Stanley Experience June 2005 - August 2005
Job Strategic Assistant to the CEO
Industry Medical Practice
Experience
Alcon, a Novartis company September 2014 - Present
McKinsey & Company July 2011 - August 2014
SR One 2010 - 2011
Amgen June 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Skills
Corporate Development, Financial Modeling, Financial Analysis, Venture Capital, Management Consulting, Private Equity, Due Diligence, Business Strategy, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Health Care Management
University of Pennsylvania School of Medicine 2006 — 2011
University of Oxford 2004 — 2006
MPhil, Economic and Social History
University of Southern California 2000 — 2004
BA, Biology
University of Southern California 2000 — 2004
BS, Business Administration
Alcon, a Novartis company September 2014 - Present
McKinsey & Company July 2011 - August 2014
SR One 2010 - 2011
Amgen June 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Skills
Corporate Development, Financial Modeling, Financial Analysis, Venture Capital, Management Consulting, Private Equity, Due Diligence, Business Strategy, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Health Care Management
University of Pennsylvania School of Medicine 2006 — 2011
University of Oxford 2004 — 2006
MPhil, Economic and Social History
University of Southern California 2000 — 2004
BA, Biology
University of Southern California 2000 — 2004
BS, Business Administration
Jared Bernheim's Morgan Stanley Experience June 2006 - August 2006
Job Senior Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group April 2014 - Present
Pegasus Capital Advisors August 2011 - March 2014
Pegasus Capital Advisors June 2008 - August 2011
Goldman Sachs June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Corporate Development, Microsoft Office, Investments, PowerPoint, Accounting, Excel, Alternative Investments, Business Strategy
Education
University of Pennsylvania - The Wharton School 2003 — 2008
Bachelor of Science in Economics, Finance
University of Pennsylvania 2006 — 2008
Master of Biotechnology, Biomedical Technologies
University of Pennsylvania 2003 — 2008
Bachelor of Science in Engineering, Bioengineering
Ramaz Upper School 1999 — 2003
The Carlyle Group April 2014 - Present
Pegasus Capital Advisors August 2011 - March 2014
Pegasus Capital Advisors June 2008 - August 2011
Goldman Sachs June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Corporate Development, Microsoft Office, Investments, PowerPoint, Accounting, Excel, Alternative Investments, Business Strategy
Education
University of Pennsylvania - The Wharton School 2003 — 2008
Bachelor of Science in Economics, Finance
University of Pennsylvania 2006 — 2008
Master of Biotechnology, Biomedical Technologies
University of Pennsylvania 2003 — 2008
Bachelor of Science in Engineering, Bioengineering
Ramaz Upper School 1999 — 2003
Norman Swanson's Morgan Stanley Experience 1985 - Present
Job vicepresident at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 1985 - Present
Skills
Investment Banking, Fixed Income, Equities, Strategic Planning, Capital Markets, Hedge Funds, Private Equity, Derivatives
Education
University of Oregon
Bachelor of Science (BS), Physical and Biological Anthropology
Morgan Stanley 1985 - Present
Skills
Investment Banking, Fixed Income, Equities, Strategic Planning, Capital Markets, Hedge Funds, Private Equity, Derivatives
Education
University of Oregon
Bachelor of Science (BS), Physical and Biological Anthropology
John Conneely's Morgan Stanley Experience October 2012 - October 2013
Job Institutional Equity Sales at Leerink Partners, LLC
Industry Financial Services
Experience
Leerink Partners, LLC November 2013 - Present
Morgan Stanley October 2012 - October 2013
SanDisk June 2011 - August 2011
Congressman Steve Israel July 2010 - August 2010
Millon Lacrosse June 2009 - August 2009
Skills
Series 7, Series 63, Series 65, Word, Excel, Social Media, Writing, Team-oriented, Work Ethic, Motivation, Desire2Learn, Microsoft Excel, Alternative Investments
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts, Communication and Commerce
Half Hollow Hills High School West 2004 — 2008
Leerink Partners, LLC November 2013 - Present
Morgan Stanley October 2012 - October 2013
SanDisk June 2011 - August 2011
Congressman Steve Israel July 2010 - August 2010
Millon Lacrosse June 2009 - August 2009
Skills
Series 7, Series 63, Series 65, Word, Excel, Social Media, Writing, Team-oriented, Work Ethic, Motivation, Desire2Learn, Microsoft Excel, Alternative Investments
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts, Communication and Commerce
Half Hollow Hills High School West 2004 — 2008
Tom Wills's Morgan Stanley Experience March 2010 - Present
Job Executive Director at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley March 2010 - Present
Aviva Investors 1999 - 2010
Citi Group 1994 - 1998
Ernst & Young 1989 - 1994
Education
University of Oxford - Said Business School 1996 — 1997
MBA, Busines
Chartered Financial Analyst 1990 — 1993
CFA
Institute of Chartered Accountants of Ontario 1989 — 1992
CA
University of Toronto 1985 — 1989
BComm, Finance
Morgan Stanley March 2010 - Present
Aviva Investors 1999 - 2010
Citi Group 1994 - 1998
Ernst & Young 1989 - 1994
Education
University of Oxford - Said Business School 1996 — 1997
MBA, Busines
Chartered Financial Analyst 1990 — 1993
CFA
Institute of Chartered Accountants of Ontario 1989 — 1992
CA
University of Toronto 1985 — 1989
BComm, Finance
Jessica Marlborough's Morgan Stanley Experience June 2010 - September 2010
Job Associate (Junior Manager) at Oliver Wyman (Financial Services)
Industry Management Consulting
Experience
Oliver Wyman September 2011 - Present
Morgan Stanley June 2010 - September 2010
Morgan Stanley September 2009 - September 2009
Barclays Capital September 2009 - September 2009
Citi August 2009 - August 2009
YSE November 2007 - May 2008
John Lewis June 2005 - January 2006
Skills
Management Consulting, Due Diligence, Investment Banking, Financial Modeling, Business Strategy, Equity Research, Market Research, Microsoft Excel, Financial Risk, Strategy, Sales, FX trading, Risk Management, PowerPoint, Access, Finance, Private Equity, Economics, Financial Services, Analysis, Consulting, Financial Regulation, Financial Analysis, Client Relationship..., Strategic Consulting, Stress Testing, Capital Introduction, Finance Consulting, Risk Management..., Asset Management..., Public Policy, Capital Markets, Business Transformation, Corporate Finance, Valuation, Investments, Asset Management, Cooking, Mergers & Acquisitions, Netball, Data Analysis, Lacrosse, Piano, Management, Banking
Education
University of Oxford 2008 — 2011
BA (Hons), Philosophy, Politics and Economics
Uppingham School 2005 — 2007
Mathematics, Economics, Geography and Fine Art
St Albans High School 1997 — 2005
Oliver Wyman September 2011 - Present
Morgan Stanley June 2010 - September 2010
Morgan Stanley September 2009 - September 2009
Barclays Capital September 2009 - September 2009
Citi August 2009 - August 2009
YSE November 2007 - May 2008
John Lewis June 2005 - January 2006
Skills
Management Consulting, Due Diligence, Investment Banking, Financial Modeling, Business Strategy, Equity Research, Market Research, Microsoft Excel, Financial Risk, Strategy, Sales, FX trading, Risk Management, PowerPoint, Access, Finance, Private Equity, Economics, Financial Services, Analysis, Consulting, Financial Regulation, Financial Analysis, Client Relationship..., Strategic Consulting, Stress Testing, Capital Introduction, Finance Consulting, Risk Management..., Asset Management..., Public Policy, Capital Markets, Business Transformation, Corporate Finance, Valuation, Investments, Asset Management, Cooking, Mergers & Acquisitions, Netball, Data Analysis, Lacrosse, Piano, Management, Banking
Education
University of Oxford 2008 — 2011
BA (Hons), Philosophy, Politics and Economics
Uppingham School 2005 — 2007
Mathematics, Economics, Geography and Fine Art
St Albans High School 1997 — 2005
Greg Herbert's Morgan Stanley Experience June 1998 - April 1999
Job Director at Capital One
Industry Financial Services
Experience
Capital One June 1999 - Present
Morgan Stanley June 1998 - April 1999
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1998
BS, Finance Concentration
Capital One June 1999 - Present
Morgan Stanley June 1998 - April 1999
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1998
BS, Finance Concentration
Stefano Solari's Morgan Stanley Experience June 2013 - Present
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Market Research
Experience
Morgan Stanley June 2013 - Present
Cross Properties September 2012 - December 2012
FIS Group June 2012 - August 2012
Skills
Data Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Economics, Valuation, Leadership
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Econo
Morgan Stanley June 2013 - Present
Cross Properties September 2012 - December 2012
FIS Group June 2012 - August 2012
Skills
Data Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Economics, Valuation, Leadership
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Econo
Charles Cuthbertson's Morgan Stanley Experience November 2014 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Morgan Stanley October 2013 - Present
Skills
Quantitative Finance, Java, Equities, Derivatives, Numerical Analysis, Quantitative Analytics, Options, Structured Products, Volatility, Equity Derivatives, Childcare, Trading Systems, Interest Rate...
Education
University of Oxford
University of Oxford
DPhil, Statistics
Morgan Stanley November 2014 - Present
Morgan Stanley October 2013 - Present
Skills
Quantitative Finance, Java, Equities, Derivatives, Numerical Analysis, Quantitative Analytics, Options, Structured Products, Volatility, Equity Derivatives, Childcare, Trading Systems, Interest Rate...
Education
University of Oxford
University of Oxford
DPhil, Statistics
Qi He's Morgan Stanley Experience June 2013 - August 2013
Job CS Grad Student at Penn
Industry Computer Software
Experience
Oak Hill Advisors, L.P. September 2014 - July 2015
Morgan Stanley June 2013 - August 2013
Life Science Co., Ltd January 2012 - January 2013
National Council for Social Security Fund May 2011 - August 2011
Skills
Financial Modeling, Valuation, Python, Microsoft Excel, Portfolio Management, Venture Capital, Leadership, Mergers & Acquisitions, Private Equity, Management, Corporate Finance, Bloomberg, PowerPoint
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Wharton School, University of Pennsylvania 2010 — 2014
Bachelor of Science in Economics, Finance
University School 2008 — 2011
High School, General Studies
Oak Hill Advisors, L.P. September 2014 - July 2015
Morgan Stanley June 2013 - August 2013
Life Science Co., Ltd January 2012 - January 2013
National Council for Social Security Fund May 2011 - August 2011
Skills
Financial Modeling, Valuation, Python, Microsoft Excel, Portfolio Management, Venture Capital, Leadership, Mergers & Acquisitions, Private Equity, Management, Corporate Finance, Bloomberg, PowerPoint
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Wharton School, University of Pennsylvania 2010 — 2014
Bachelor of Science in Economics, Finance
University School 2008 — 2011
High School, General Studies
Balint Herczeg's Morgan Stanley Experience June 2015 - Present
Job Software Developer at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley June 2015 - Present
Softcorp Kft. May 2012 - May 2015
Skills
Java, Vaadin, HTML, MySQL, Spring
Education
University of Pécs 2012 — 2015
Master's degree, Finance, General
University of Pannonia 2008 — 2012
Bachelor of Science (BSc), Software Information Technology
Morgan Stanley June 2015 - Present
Softcorp Kft. May 2012 - May 2015
Skills
Java, Vaadin, HTML, MySQL, Spring
Education
University of Pécs 2012 — 2015
Master's degree, Finance, General
University of Pannonia 2008 — 2012
Bachelor of Science (BSc), Software Information Technology
Johnathan Sargent's Morgan Stanley Experience May 2014 - August 2014
Job Research Assistant at University of Pennsylvania
Industry Financial Services
Experience
Wharton MBA Program for Executives May 2015 - Present
Political Science Department, University of Pennsylvania May 2015 - Present
Political Science Department, University of Pennsylvania September 2014 - Present
Morgan Stanley May 2014 - August 2014
Netter Center Community Schools Student Partnerships September 2012 - April 2014
Young Automotive Group June 2011 - August 2012
Skills
Leadership, PowerPoint, Microsoft Word, Microsoft Excel, Research, Data Analysis, Social Media, Budgets, Politics, Microsoft Office, Economics, Customer Service, Public Speaking, Google Docs, Microsoft Powerpoint, Editing, Sales, Data Entry, Event Planning, French, Teaching
Education
University of Pennsylvania 2012 — 2016
Bachelor’s Degree
Luke M. Powers Catholic High School 2008 — 2012
High School
Wharton MBA Program for Executives May 2015 - Present
Political Science Department, University of Pennsylvania May 2015 - Present
Political Science Department, University of Pennsylvania September 2014 - Present
Morgan Stanley May 2014 - August 2014
Netter Center Community Schools Student Partnerships September 2012 - April 2014
Young Automotive Group June 2011 - August 2012
Skills
Leadership, PowerPoint, Microsoft Word, Microsoft Excel, Research, Data Analysis, Social Media, Budgets, Politics, Microsoft Office, Economics, Customer Service, Public Speaking, Google Docs, Microsoft Powerpoint, Editing, Sales, Data Entry, Event Planning, French, Teaching
Education
University of Pennsylvania 2012 — 2016
Bachelor’s Degree
Luke M. Powers Catholic High School 2008 — 2012
High School
Jeremy Braunius's Morgan Stanley Experience May 2015 - Present
Job Analyst at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley May 2015 - Present
RPA Advisors May 2014 - August 2014
S&P Capital IQ June 2013 - August 2013
Education
Wheaton College 2011 — 2015
Bachelor of Arts (BA), Economics and English Literature (double-major), Mathematics (Minor), Magna Cum Laude
University of Oxford
English Literature, Study Abroad
Morgan Stanley May 2015 - Present
RPA Advisors May 2014 - August 2014
S&P Capital IQ June 2013 - August 2013
Education
Wheaton College 2011 — 2015
Bachelor of Arts (BA), Economics and English Literature (double-major), Mathematics (Minor), Magna Cum Laude
University of Oxford
English Literature, Study Abroad
Srinivas Dannya's Morgan Stanley Experience June 2009 - January 2011
Job Banking Professional
Industry Banking
Experience
Credit Suisse 2012 - Present
Fidelity Investments February 2011 - July 2012
Morgan Stanley June 2009 - January 2011
Skills
.NET, .NET Compact Framework, .NET Remoting, SharePoint, ASP.NET MVC, MVC, VB.NET, Oracle, Microsoft SQL Server, Financial Markets, Investment Banking
Education
Oxford University
Computer Science
Credit Suisse 2012 - Present
Fidelity Investments February 2011 - July 2012
Morgan Stanley June 2009 - January 2011
Skills
.NET, .NET Compact Framework, .NET Remoting, SharePoint, ASP.NET MVC, MVC, VB.NET, Oracle, Microsoft SQL Server, Financial Markets, Investment Banking
Education
Oxford University
Computer Science
Scott D. Burns's Morgan Stanley Experience 2001 - 2010
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2010 - Present
Morgan Stanley 2001 - 2010
Skills
Investments, High Net Worth..., Asset Allocation, Retirement Planning, Mutual Funds, Securities, Alternative Investments, Financial Advisory, Investment Strategies, Retirement, Equities
Education
University of Oregon
Wells Fargo Advisors 2010 - Present
Morgan Stanley 2001 - 2010
Skills
Investments, High Net Worth..., Asset Allocation, Retirement Planning, Mutual Funds, Securities, Alternative Investments, Financial Advisory, Investment Strategies, Retirement, Equities
Education
University of Oregon
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS