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
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Morgan Stanley Employees
Morgan Stanley June 2015 - Present
Morgan Stanley January 2015 - Present
Morgan Stanley February 2014 - January 2015
Morgan Stanley June 2012 - February 2014
Morgan Stanley May 2011 - August 2011
UBS May 2010 - August 2010
Morgan Stanley May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
Marketing, Social Media, Brand Management, Social Networking, Financial Services, Research, Analysis, Emerging Markets, Microsoft Office, Trading, Recruiting, Sales, Series 7, Series 63, Fixed Income, Management, Credit, New Media, Event Planning
Education
University of Pennsylvania 2008 — 2012
B.A.
The Lawrenceville School 2004 — 2008
MBAs Across America August 2015 - Present
Morgan Stanley June 2015 - August 2015
Northwestern Memorial Hospital June 2014 - August 2014
CipherHealth May 2014 - June 2014
Yale-New Haven Hospital January 2014 - May 2014
The Consortium for Graduate Study in Management 2014 - 2014
Mercer June 2011 - July 2013
Robert Wood Johnson Foundation January 2011 - May 2011
Industry Primers 2011 - 2011
University of Pennsylvania June 2009 - December 2010
Skills
Data Analysis, Research, Healthcare, Public Health, Analysis, Strategic Planning, Project Management, Financial Analysis, Health Policy, Access, Organizational..., Leadership, Healthcare Consulting, Healthcare Industry, Healthcare Management, Entrepreneurship, Start-ups, Growth Strategies
Education
Yale University 2013 — 2016
Master of Public Health (MPH), Health/Health Care Administration/Management
Yale University - Yale School of Management 2013 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2007 — 2011
Bachelor of Arts, Health & Societies
Montclair Kimberley Academy 2003 — 2007
Morgan Stanley August 2013 - Present
Education
University of Pennsylvania 2009 — 2013
Morgan Stanley July 2010 - June 2015
Oak Investment Partners May 2009 - August 2009
Goldman Sachs August 2004 - February 2008
Education
University of Pennsylvania - The Lauder Institute 2008 — 2010
MA, International Studies, Chinese
University of Pennsylvania - The Wharton School 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 1997 — 2001
Bachelor's degree, Economics
Chaminade College Preparatory 1993 — 1997
Morgan Stanley January 2015 - July 2015
Morgan Stanley June 2012 - January 2015
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Economics
Macquarie Group August 2014 - Present
Major League Lacrosse February 2015 - July 2015
Morgan Stanley June 2013 - August 2013
Thomson Reuters June 2012 - August 2012
Skills
Bloomberg, Fixed Income, Portfolio Management, Valuation, Series 7, Financial Analysis, Finance, Hedge Funds
Education
University of Pennsylvania 2010 — 2014
Bachelor's Degree, Economic History, Senior
Cravath, Swaine & Moore LLP May 2015 - August 2015
Cravath, Swaine & Moore LLP June 2013 - July 2013
Morgan Stanley October 2011 - May 2013
Guardsmark July 2008 - October 2011
Skills
Strategic Consulting
Education
University of Pennsylvania - The Wharton School 2013 — 2016
Master of Business Administration (MBA)
University of Pennsylvania Law School 2013 — 2016
Doctor of Law (J.D.)
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.) Cum Laude, Psychology
Wink, Inc. June 2014 - Present
Quirky.com April 2013 - June 2014
J.P. Morgan April 2012 - February 2013
UBS Investment Bank July 2011 - April 2012
Morgan Stanley July 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, Leadership, Time Management, Windows, Team Leadership, Customer Service, Start-ups, Equity Capital Markets, Investment Banking, Business Development, Management, International Sales, Valuation, Sales, International Business, Business Strategy, Strategic Planning, Corporate Finance, Financial Modeling, Strategic Thinking
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science in Economics, Finance
Morgan Stanley June 2014 - Present
Colony Capital June 2013 - July 2013
Newmark Grubb Knight Frank June 2012 - July 2012
Education
University of Pennsylvania 2010 — 2014
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Vestar Capital Partners July 2012 - August 2012
MF Global June 2011 - August 2011
Environmental Defense Fund June 2010 - August 2010
Skills
Financial Modeling, Valuation, Corporate Finance
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Economics
Trinity School 2006 — 2010
University of Pennsylvania Policy Assistant, InternThe National Assembly of The Republic of KoreaJuly 2013 - August 2013
James Party July 2012 - June 2013
UBS March 2011 - June 2011
Morgan Stanley May 2010 - June 2010
Morgan Stanley November 2006 - January 2007
ABN AMRO August 2006 - November 2006
Education
University of Pennsylvania
Bachelor of Science in Engineering, Systems Science Engineering (Concentration in Economic and Financial Systems)
Seoul Science High School
Deloitte May 2015 - Present
University of Virginia Darden School of Business July 2014 - Present
Gerson Lehrman Group July 2013 - May 2014
Gerson Lehrman Group August 2011 - July 2013
Cravath, Swaine & Moore LLP November 2010 - August 2011
Skadden Arps June 2008 - November 2010
Morgan Stanley October 2007 - January 2008
Warrior Sports May 2007 - August 2007
Skills
Due Diligence, Private Equity, Mergers, Market Research, Competitive Analysis, Strategic Planning, Mergers & Acquisitions, Business Development, Finance, Investor Relations, Start-ups, Analysis, Insurance, Entrepreneurship, Recruiting, Strategy, Program Management, Training, Market Analysis, Marketing
Education
University of Pennsylvania 2004 — 2008
BA, History, International Relations
Temple University Rome 2006 — 2006
University of Virginia Darden School of Business
University of Virginia Darden School of Business
Empyrean Capital Partners June 2010 - Present
Tiger Veda January 2008 - June 2010
Second Curve Capital 2006 - 2007
Morgan Stanley 2004 - 2006
J.P. Morgan 2001 - 2003
Skills
Hedge Funds, Financial Modeling, Valuation, Equities, Capital Markets, Investments, Management, Investment Banking, Asset Management, Mergers & Acquisitions, Financial Analysis, Equity Research, Securities, Event Driven, Special Situations...
Education
University of Pennsylvania 1997 — 2001
Bachelor in Science, Economics
Gateway High School 1993 — 1997
Morgan Stanley June 2014 - August 2014
Forefront Capital Management May 2013 - August 2013
University of Pennsylvania 2011 - 2012
University of Pennsylvania 2011 - 2012
Skills
Matlab, Microsoft Excel, Java
Education
University of Pennsylvania 2011 — 2014
Bachelor of Science in Economics and a Bachelor of Science in Engineering, Finance and Computer & Information Science
Calabasas High School
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Stone Harbor Investment Partners May 2011 - August 2011
Roberta Freymann June 2010 - August 2010
Rapp Collins Worldwide July 2009 - August 2009
Omnicom Media Group June 2009 - July 2009
Camp Future Stars June 2008 - August 2008
Skills
Fixed Income, Data Analysis, Trading, PowerPoint, Financial Modeling, Modeling, Equities, Bloomberg, Microsoft Excel
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (BA), Romance Languages and Literature (French and Italian), Mathematics
Swish November 2014 - Present
Main Street Genome March 2014 - October 2014
Morgan Stanley May 2007 - March 2014
Oppenheimerfunds 2006 - 2006
Skills
Clojure, Data Science, Statistics, Big Data, Volatility, Equity Derivatives, Options, Equities, Derivatives, ETFs, Fixed Income, Trading Systems, Hedge Funds, Alternative Investments, Equity Trading, Trading, Bloomberg, Structured Products, Swaps, Financial Markets, Capital Markets, Series 7, Electronic Trading, Data Analysis, Engineering, Electrical Engineering, Computer Engineering, Product Development, Python, Stata, Programming, Java, Data Mining, Statistical Data..., Financial Modeling, Emerging Markets, Analysis, Valuation, Investments, Start-ups
Education
University of Pennsylvania 2004 — 2008
BSE, Systems Science and Engineering
Deloitte August 2015 - Present
University of Pennsylvania January 2013 - May 2015
Morgan Stanley June 2014 - August 2014
Pacific Channel Limited June 2013 - August 2013
The Wharton School September 2012 - May 2013
The Daily Pennsylvanian October 2011 - May 2012
Skills
Photography, Social Media, Social Media Marketing, MS Office Suite, Adobe Creative Suite, InDesign, Vocus, Eclipse AdPro, Lightroom, Financial Analysis, Bloomberg, Financial Modeling, Microsoft Excel, Editing, Microsoft Office, Blogging
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.Sc.), Economics - Operations and Information Management
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Political Science
Auckland International College 2007 — 2010
International Baccalaureate Diploma
Morgan Stanley June 2015 - Present
Rainbow Energy Marketing Services July 2014 - August 2014
EDF Trading June 2013 - August 2013
Sun Coast Resources, Inc. June 2012 - August 2012
Education
University of Pennsylvania 2012 — 2016
Candidate for Bachelor of Arts, Philosophy, Politics, and Economics
St. Thomas High School 2008 — 2012
MoloLamken LLP October 2013 - Present
Court of Chancery August 2012 - August 2013
Soros Fund Management 2007 - 2009
Morgan Stanley July 2005 - December 2006
Education
University of Pennsylvania Law School
Doctor of Law (J.D.)
Wharton Business School
Master of Business Administration (MBA)
University of Pennsylvania
Bachelor of Science (BSc), Economics
Signal Hill Capital July 2013 - July 2014
Sagent Advisors June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Wells Fargo June 2009 - August 2009
Skills
Valuation, Financial Modeling, Financial Analysis, Bloomberg, Investment Banking, Equity Research, Corporate Finance, Data Analysis, Microsoft Excel, Business Analysis, Mergers, Business Valuation, Mandarin
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Finance, Marketing
University of Pennsylvania
Bachelor of Arts (B.A.), Psychology
Morgan Stanley June 2015 - August 2015
Prosek Partners June 2014 - August 2014
Fluent Grp February 2014 - April 2014
Trail's End Camp May 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Microsoft Excel, Social Networking, Facebook
Education
University of Pennsylvania 2012 — 2016
Candidate for Bachelor's degree in Communications, Minors in Consumer Psychology, Political Science
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Communications
Coach September 2014 - Present
Coach July 2012 - August 2014
Morgan Stanley July 2010 - July 2012
Citi March 2010 - July 2010
Thomson Reuters March 2009 - March 2010
Jefferies & Co. July 2006 - December 2008
IBM January 2003 - June 2003
PricewaterhouseCoopers July 1998 - December 2002
Skills
Financial Modeling, Investment Banking, Valuation, Equity Research, Equities, Financial Analysis, Capital Markets, Investments, Business Strategy, Alternative Investments, IPO, Venture Capital, Derivatives, Due Diligence, Fixed Income, Corporate Development, Emerging Markets, Mergers & Acquisitions, Strategic Financial..., Management Consulting, Corporate Finance, M&A experience, Portfolio Management, Competitive Analysis, Bloomberg, Equity Valuation, Asset Management, Strategy
Education
The Wharton School of Business 2003 — 2005
MBA, Information: Strategy and Economics
University of Pennsylvania 1994 — 1998
BA, Biological Basis of Behavior
Great Neck North High
Morgan Stanley July 2015 - Present
Morgan Stanley March 2014 - July 2015
Morgan Stanley January 2012 - February 2014
Morgan Stanley January 2009 - December 2011
Morgan Stanley January 2006 - December 2008
Morgan Stanley August 2005 - December 2005
Morgan Stanley June 2003 - August 2005
Skills
Investment Banking, Capital Markets, Equities, Fixed Income
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts, Economics
Holmdel High School 1995 — 1999
Morgan Stanley June 2015 - August 2015
Harvest Fund Advisors LLC May 2014 - December 2014
Skills
Teamwork, Tennis, Photography, Piano, Singing, Java, DCF, Mandarin, Leadership, Data Analysis, Economics, Corporate Finance, PowerPoint, Research, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Finance and Operations and Information Management
University of Pennsylvania 2012 — 2016
BSE, Systems Science Engineering
Lenape High School 2008 — 2012
Morgan Stanley June 2014 - Present
Wharton Small Business Development Center August 2012 - June 2014
Wharton Small Business Development Center 2011 - June 2014
Morgan Stanley June 2013 - August 2013
Riverlake Partners May 2012 - August 2012
Skills
Entrepreneurship, Financial Modeling, Market Research, Java, OCaml, Valuation, Microsoft Excel, Mergers & Acquisitions, Investment Banking, Finance, Due Diligence
Education
University of Pennsylvania 2010 — 2014
BAS, Materials Science and Computer Science
Wharton School, University of Pennsylvania 2010 — 2014
BS, Economics - Finance and Management
Seer Capital Management November 2012 - Present
Barclays Capital April 2011 - July 2012
Morgan Stanley May 2009 - January 2011
Citigroup October 2008 - April 2009
Lehman 2004 - 2008
Skills
Fixed Income, Electronic Trading, Bloomberg, Options, Proprietary Trading, Market Making, Swaps, Capital Markets, Series 7, Hedging, Interest Rate..., Trading Strategies, Structured Products, Financial Markets, Traders, Series 63, Portfolio Management, Valuation, Interest Rate Swaps, MBS, Global Macro, Relative Value, Machine Learning, Agency MBS, Specified Pools, REITs, Hedge Funds, Alternative Investments, Derivatives, Bonds, Credit Derivatives, Structured Finance, Securitization, ABS, Trading, Equities, CDO, Investment Banking, Securities, Equity Derivatives, CDS, Asset Management, High Yield, Financial Modeling, Investments, Management, Risk Management, Finance, Trading Systems, Financial Analysis
Education
University of Pennsylvania 2001 — 2004
B.S.E., Finance
UBS July 2011 - Present
Morgan Stanley June 2010 - September 2010
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts, Psychology
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science in Economics, Finance
Macquarie Group September 2014 - Present
Chapdelaine Credit Partners July 2012 - July 2014
Citadel Securities October 2010 - December 2011
Morgan Stanley July 2010 - October 2010
Christopher Street Capital June 2009 - July 2010
GFI Group June 2008 - July 2009
Skills
Fixed Income, Sales, Series 7, Series 63, Capital Markets, Spanish-speaking, French, Investments, Securities, Financial Analysis, Bloomgerg, Middle Market, Municipal Bonds, Emerging Markets, Equities, Trading Systems, Bonds, Credit, High Yield, Bloomberg Terminal, Trading, Hedge Funds, Equity Research
Education
University of Pennsylvania 2004 — 2008
Bachelor of Science (BS), Economics
The Hackley School 1991 — 2004
High School Diploma
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BSc), Economics, Summa cum laude
University of Pennsylvania 2011 — 2015
Bachelor of Arts (BA), East Asian Area Studies, Summa cum laude
Hong Kong International School 2008 — 2011
Morgan Stanley June 2015 - Present
Goldman Sachs June 2014 - August 2014
JB Online Media June 2013 - August 2013
Qnix Consulting Inc. May 2012 - August 2012
Rockefeller University June 2011 - August 2011
QTech Futures July 2010 - August 2010
Skills
Computer Science, Public Speaking, Creative Writing, Cryosectioning, Peer Mentoring, Biological Modeling, Astrophysics, Gastronomy, Technical Writing, Musical Composition and..., Java, Python, HTML, Matlab, Management, Leadership
Education
University of Pennsylvania 2012 — 2016
Bachelor of Engineering (BEng), Computer Science, 4.0
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (BS), Finance and Management, 4.0
The Pingry School 2006 — 2012
High School
Morgan Stanley June 2015 - August 2015
Business Solutions - Disneyland Paris May 2014 - July 2014
Camp Wekeela June 2011 - August 2011
Skills
Leadership, Digital Marketing, Team Involvement, Bilingual English-French, Photoshop, Illustrator, Microsoft Excel, Adobe Creative Suite, PowerPoint
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.Sc.) in Economics, Finance
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Political Science
Ecole Alsacienne 2004 — 2012
French Baccalaureate, Scientific
Morgan Stanley June 2015 - Present
Skills
Economics, Microsoft Excel, Teamwork, Public Speaking, PowerPoint, Data Analysis, Microsoft Word
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's degree, Economics
American School of Brasilia 2009 — 2013
High School
University of Pennsylvania
University of Pennsylvania
University of Pennsylvania
Jefferies August 2015 - Present
DICK'S Sporting Goods July 2015 - August 2015
DICK'S Sporting Goods August 2014 - July 2015
University of Pennsylvania Hospitality Services September 2013 - August 2014
University of Pennsylvania August 2013 - May 2014
The Wharton School August 2013 - May 2014
University of Pennsylvania Tutoring Center January 2012 - May 2014
Morgan Stanley May 2013 - August 2013
Brainard Laboratory September 2012 - May 2013
University of Pennsylvania Career Services September 2011 - April 2013
Skills
Statistics, Research, Data Analysis, Qualitative Research, Scientific Writing, Matlab, Psychology, PowerPoint, Microsoft Excel, Access, Research Design, Microsoft Office, Public Speaking, Microsoft Word, Event Planning
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Computational Neuroscience, Magna Cum Laude
Fallston High School 2006 — 2010
Morgan Stanley June 2015 - July 2015
Sirius XM Radio Inc. June 2014 - July 2014
Citi July 2012 - August 2012
Skills
Microsoft Excel, Customer Service, Microsoft Word, Management, Microsoft Office, PowerPoint, Research, Public Speaking, Social Media, Sales, Strategic Planning, Wealth Management, Financial Analysis, Financial Markets, Business Strategy, Project Management
Education
University of Pennsylvania 2013 — 2017
Political Economy
Groton School 2009 — 2013
St. Bernard's School 2000 — 2009
CVC Credit Partners LLC August 2015 - Present
River Edge Public Schools January 2014 - Present
River Dell Regional School District July 2014 - Present
Richards Kibbe & Orbe LLP June 2013 - July 2015
University of Pennsylvania September 2009 - May 2013
Morgan Stanley June 2012 - August 2012
Office of the New York City Mayor May 2011 - August 2011
The Ridgewood Country Club May 2011 - August 2011
Goldman Sachs May 2011 - June 2011
St. Peter the Apostle Parish August 2005 - August 2009
Skills
Market Research, Investment Management, Client Services, Sales Presentations, Community Outreach, Word, Excel, PowerPoint, Research, Sales Management, Marketing, Microsoft Word, Entrepreneurship, Fundraising, Spanish, Leadership, Microsoft Excel, Event Planning, Data Analysis, Microsoft Office
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts, Philosophy, Political Science, and Economics, Cum Laude
River Dell Regional High School 2005 — 2009
Diploma, 4.0
Morgan Stanley June 2014 - Present
Tangent Data Services June 2013 - August 2013
Lophilo June 2012 - August 2012
The Wharton School September 2011 - June 2012
Skills
PowerPoint, Research, Microsoft Excel, Market Research, Chinese, Spanish, Microsoft Office, Management, Microsoft Word, Social Media, Adobe Creative Suite, Photoshop, Project Management, Data Analysis
Education
University of Pennsylvania 2010 — 2014
Bachelors of Science in Engineering, Systems Science & Engineering
Tesoro High School 2006 — 2010
University of Pennsylvania 2012 - Present
Abaris Financial June 2015 - August 2015
Morgan Stanley May 2015 - August 2015
Morgan Stanley June 2014 - August 2014
University of Pennsylvania January 2013 - May 2014
Pardot June 2013 - August 2013
Westminster Summer Camp May 2012 - August 2012
Music Maker's Piano Lab August 2009 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Event Planning, Java, Research, Data Analysis, Salesforce.com, HTML, Social Media
Education
University of Pennsylvania 2012 — 2016
BS Economics, BSE, Marketing, Economics, Computer and Information Science, 3.55
The Westminster Schools 2005 — 2012
High School Diploma
Uber January 2015 - Present
Microsoft February 2013 - July 2014
Microsoft July 2011 - February 2013
Morgan Stanley June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Business Strategy, VBA, Data Analysis, Microsoft Office, Valuation, Corporate Finance, Disaster Recovery, Business Continuity, Emerging Markets, Due Diligence, Spanish, Japanese, Portuguese
Education
American School in Japan
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science (BS) in Economics, Judgment and Decision Making
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), International Studies
MasterCard August 2012 - Present
Morgan Stanley June 2012 - August 2012
Whitebox Advisors LLC June 2011 - August 2011
Skills
Business Process, Competitive Analysis, Business Intelligence, Consulting, Financial Services, Product Management, Wealth Management, Business Strategy, Business Process..., Analytics, Strategy, Business Analysis, Process Improvement, Management Consulting, Segmentation, Business Development, Project Management, Data Analysis, Financial Modeling, Program Management
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Economics and Psychology, Cum Laude
St. Louis Park High School 2003 — 2007
High School Diploma
Bright Power, Inc. August 2011 - Present
Associated Renewable Inc April 2011 - July 2011
Road2Argentina September 2010 - December 2010
Morgan Stanley January 2009 - May 2009
Skills
Financial Modeling, Management, Business Strategy, Sales, Business Development, Strategy
Education
University of Pennsylvania 2005 — 2010
Warburg Pincus LLC August 2015 - Present
Morgan Stanley June 2012 - July 2015
Morgan Stanley June 2011 - August 2011
Skills
Emerging Markets, Mergers & Acquisitions, Leveraged Finance, Debt Restructuring, Fixed Income Analysis, Business Analysis, Credit Analysis, Financial Modeling, Value Investing, Latin America, Fundamental Analysis, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Private Equity, Due Diligence, Capital Markets, Investments
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts, International Studies (Brazilian Portuguese)
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science, Finance
American Express July 2014 - Present
American Express September 2012 - July 2014
Wharton Business School August 2008 - May 2012
Morgan Stanley June 2010 - August 2010
Skills
Fixed Income, Bloomberg, Corporate Finance, Financial Modeling, Valuation
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Economics
Morgan Stanley 2005 - Present
Atlantic Trust October 2001 - April 2005
Education
University of Virginia Darden School of Business 2005 — 2007
MBA
University of Pennsylvania 1997 — 2001
BA
Morgan Stanley June 2015 - August 2015
University of Pennsylvania February 2015 - May 2015
University of Pennsylvania Tutoring Center January 2014 - May 2015
Sony Pictures Entertainment May 2013 - August 2013
Skills
Social Media, Facebook, Final Cut Pro, Final Draft, Film Production, Film, Mac, iMovie, Social Networking, Tumblr, Event Planning, FileMaker, Editing, statisti, Statistical Data..., Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Data Analysis
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Political Science and International Relations
Montclair High School 2008 — 2012
High School Diploma, American Government and Politics (United States)
University of Pennsylvania August 2013 - Present
University of Pennsylvania September 2012 - Present
University of Pennsylvania July 2012 - Present
Morgan Stanley June 2015 - August 2015
University of Pennsylvania August 2012 - November 2014
University of Pennsylvania January 2014 - May 2014
Star Africa Cooperation June 2013 - August 2013
Zimbabwe U18 Rugby Craven Week May 2012 - August 2012
Hill Underground Café, University of Pennsylvania July 2011 - May 2012
Skills
Engineering, Machining, Matlab, Microsoft Office, Python, C++, C, Mathematics, Mechanical Engineering, SolidWorks, Microsoft Excel, LaTeX, Catia, AutoCAD, Robotics, Simulations, Pro Engineer, Inventor, Fortran, Teamwork, Milling, VBA
Education
University of Pennsylvania 2013 — 2016
Master of Science (MS), Mechanical Engineering
University of Pennsylvania 2013 — 2016
Master of Science (M.S.), Electrical and Electronics Engineering
University of Pennsylvania 2011 — 2016
Bachelor of Sciences, Engineering; Mechanical Engineering and Applied Mechanics
Falcon College, Zimbabwe 2005 — 2010
Salt Hill Statistical Consulting December 2000 - Present
Summit LLC 2013 - January 2015
Analysis & Inference, Inc. September 2008 - 2013
BearingPoint 2000 - 2002
KPMG Economic Consulting Services September 1996 - December 2000
KPMG 1996 - 2000
A.T. Kearney 1998 - 1998
Morgan Stanley September 1988 - September 1990
Skills
Statistical Modeling, Data Analysis, Statistics, Predictive Modeling, Business Intelligence, Management Consulting, Strategic Planning, Performance Measurement, Quantitative Analytics, Economics, Consulting, Data Mining, Analytics, Analysis, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 1992 — 1995
Ph.D., Statistics
University of Pennsylvania 1990 — 1992
M.A., Statistics
University of Pennsylvania 1984 — 1988
B.S. (cum laude), Economics (Concentration in Finance and Economics)
Mindshare November 2014 - Present
University of Pennsylvania September 2010 - May 2014
Northwestern Mutual 2013 - January 2014
Morgan Stanley June 2012 - August 2012
Skills
Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Management, CRM, Research, Mediatools, comScore, Kantar Stradegy
Education
University of Pennsylvania 2010 — 2014
Bachelor's degree, Political Science Concentrating in International Relations
Morgan Stanley October 2013 - Present
JP Morgan August 2010 - September 2013
JP Morgan June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Economics, Hedge Funds, Valuation, Financial Modeling, Investments, Financial Analysis, Data Analysis, Microsoft Excel
Education
University of Pennsylvania 2006 — 2010
BS, Wharton School - Economics
Pikesville High School 2002 — 2006
RBC Capital Markets July 2011 - Present
Morgan Stanley September 2000 - July 2011
Deloitte August 1996 - August 2000
Skills
Financial Risk, Strategy, Portfolio Management, Equities, Project Management, Capital Markets, Vendor Management, Trading, Program Management, Options, Financial Services
Education
University of Pennsylvania
BA, Management, International Relations, Environmental Studies
Smithtown High School East
Regents
GoldenTree Asset Management February 2008 - January 2015
Morgan Stanley April 2006 - February 2008
Citigroup July 2005 - April 2006
Skills
Structured Products, Trading, Hedge Funds, Derivatives, Fixed Income, Capital Markets, CLO
Education
University of Pennsylvania 2001 — 2005
BSE, Computer Science
University of Pennsylvania - The Wharton School 2001 — 2005
BSE, Finance
Macquarie Capital (USA) Inc. December 2009 - Present
Fox-Pitt Kelton Cochran Caronia Waller January 2008 - December 2009
Morgan Stanley 2006 - 2008
Freeman & Co. LLC 2000 - 2005
Skills
Investment Banking, Financial Institutions, Asset Management, Options, Mergers & Acquisitions, Finance, Trading, Investments, Mergers, Hedge Funds, Corporate Finance, Capital Markets, Capital Raising, Equities, Private Equity
Education
University of Pennsylvania 1996 — 2000
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Funding Gates July 2012 - August 2012
University of Pennsylvania School of Medicine September 2011 - January 2012
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Psychology, Magna Cum Laude
La Scuola d'Italia Guglielmo Marconi 1995 — 2010
Italian Maturità, Liceo Scientifico, Liceo Scientifco
Hybrid Capital Inc. May 2014 - Present
PME Capital LLC January 2013 - May 2014
DC Advisory January 2011 - June 2011
Wikinvest October 2008 - March 2009
BNP Paribas Cardif July 2008 - August 2008
Phi Kappa Sigma International Fraternity September 2007 - May 2008
Morgan Stanley June 2007 - August 2007
Crédit du Nord June 2005 - July 2005
Skills
Financial Analysis, Financial Modeling, Enterprise Valuation, Cross-border M&A, Virtual Data Rooms, Portfolio Performance..., Cost Basis, Microsoft Office, VBA, Portfolio Management, Mergers & Acquisitions, Analysis, Equity Research, Team Leadership, Microsoft Excel
Education
Wharton Business School 2005 — 2009
Bachelor of Science (BS), Finance, General; Healthcare Management & Public Policy
University of Pennsylvania 2005 — 2009
Bachelor of Science (BS), Finance; Health Care Management & Public Policy
Bill & Melinda Gates Foundation May 2012 - Present
Bill & Melinda Gates Foundation April 2010 - May 2012
Rubenstein Partners July 2006 - March 2010
Morgan Stanley June 2005 - August 2005
Goldman Sachs July 2001 - July 2004
Skills
Financial Analysis, Financial planning, Portfolio Management, Asset Management, Private Equity, Real Estate Finance, Financial Modeling, Strategy, Business Planning, Investment Management, Due Diligence, Strategic Financial..., Venture Capital, Valuation, Finance, Mergers & Acquisitions, Real Estate Economics
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
University of Pennsylvania 1997 — 2001
BSE
Tampa Preparatory School 1994 — 1997
High school diploma
Morgan Stanley August 2003 - Present
Education
University of Pennsylvania 1999 — 2003
Barclays Capital September 2012 - Present
Goldman Sach August 2006 - May 2012
Morgan Stanley April 1997 - May 2006
Oppenheimer & Co. July 1995 - April 1997
Skills
Equities, Hedge Funds, Series 7, Equity Research, Bloomberg, Capital Markets, Series 63, Alternative Investments, Investments, Trading, Equity Trading, Investment Banking, Series 3, Series 24, Financial Markets, Options, Electronic Trading, ETFs, Securities, Derivatives
Education
University of Pennsylvania 1989 — 1993
Bachelor of Science (BS), Economics
Junipero Serra High 1985 — 1989
Morgan Stanley September 2012 - Present
Citi May 2008 - June 2012
Exclaim Mobility May 2006 - April 2008
Penn September 2003 - May 2006
Broadbeam Corporation May 2000 - November 2002
Skills
HTML, Strategic Planning, Software Development, Project Management, SQL, .NET, C#, Microsoft SQL Server, XML, Windows, Equities, C++, Java, Management, Statistics, Data Analysis, Bioinformatics, Architecture, Data Mining, Architectures, Agile Methodologies
Education
University of Pennsylvania
Master of Biotechnology, Computational Biology/Genomics
Wesleyan University
BA, Math
Morgan Stanley August 2006 - Present
CapitalSource Finance October 2002 - July 2005
Banc of America Securities June 2001 - June 2003
Skills
Valuation, Private Equity, Financial Modeling, Real Estate Economics, Due Diligence, Capital Markets, Investment Banking, Asset Managment, Equities, Financial Analysis, Investments, Financial Structuring
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
University of Pennsylvania 1997 — 2001
BAS, Philosophy, Politics and Economics
Capgemini February 2006 - Present
Morgan Stanley August 1993 - February 2006
Skills
Change Management, Program Management, Risk Management, Business Analysis, Project Management
Education
University of Pennsylvania 1988 — 1993
Bachelor of Arts (BA), Economics
Princeton Day School 1986 — 1988
Diploma
Halcyon Asset Management January 2013 - Present
Halcyon Asset Management May 2007 - December 2012
Morgan Stanley 2004 - 2007
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Valuation, Bloomberg, Capital Markets, Asset Management, Financial Modeling, Private Equity, High Yield, Portfolio Management, Bonds, Securities, Derivatives
Education
University of Pennsylvania 1999 — 2003
Bachelors, Economics, Philosophy, and Political Science
Morgan Stanley July 2010 - Present
UBS Investment Bank June 2007 - June 2010
Wachovia 2005 - 2007
Education
University of Pennsylvania
Bachelor of Arts
Eaton Vance October 2009 - Present
Parametric Risk Advisors March 2006 - Present
Bank of America Securities 2004 - 2006
Morgan Stanley 1996 - 2004
RBC Dominion Securities 1995 - 1996
Kidder Peabody 1994 - 1996
Skills
Equities, Portfolio Management, Alternative Investments, Asset Management, Derivatives, Capital Markets, Investments, Securities
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1986 — 1990
BSE, Computer Science
Wells Fargo Securities August 2010 - Present
Barclays October 2007 - May 2010
Morgan Stanley June 2002 - October 2007
Skills
Capital Markets, Fixed Income, Valuation, Financial Modeling, Bloomberg, Investments, Securities, Series 7, Asset Management
Education
University of Pennsylvania 1997 — 2001
Bachelor of Arts (B.A.), International Relations and Affairs
Merrill Lynch January 2009 - Present
Morgan Stanley July 2000 - January 2009
Education
University of Pennsylvania 1996 — 2000
BA, International Relations
JPMorgan Chase 2013 - Present
Morgan Stanley 2007 - 2013
Morgan Stanley 2001 - 2006
Skills
Counterparty Risk, Valuation Control, Derivative Operations, Financial Analysis, Data Quality, Data Integrity, System Implementations, Product Research, Risk Management, Process Improvement, Project Management, Financial Risk, Leadership
Education
University of Pennsylvania
Bachelor of Arts (BA), Mathematics
Villanova University
Master of Business Administration (MBA), Finance
Invesco US November 2013 - Present
Invesco June 2010 - Present
Morgan Stanley January 2008 - May 2010
Morgan Stanley January 2005 - December 2007
Skills
Asset Management
Education
University of Pennsylvania 1994 — 1998
Citigroup June 2010 - Present
New York City Small Business Services January 2009 - August 2010
Morgan Stanley January 2005 - January 2009
Morgan Stanley November 2001 - January 2005
Morgan Stanley January 1997 - January 2001
Bank of New York January 1996 - January 1997
NatWest Bank January 1995 - January 1996
Chase Manhattan Bank January 1990 - January 1992
Maryland National Bank January 1987 - January 1989
Education
COLUMBIA UNIVERSITY
Master, Business Administration
University of Pennsylvania
Bachelor of Arts, French
Morgan Stanley January 1987 - Present
Richardson, Myers and Donofrio 1984 - 1986
Education
University of Pennsylvania
BA, Urban Studies, Communications
AEA Investors LP January 2013 - Present
AEA Investors LP November 2011 - January 2013
Morgan Stanley May 2006 - November 2011
Sullivan & Cromwell LLP September 2000 - April 2006
Education
University of Pennsylvania Law School 1997 — 2000
JD, Law
University of Pennsylvania 1993 — 1997
BA, Economics, International Relations
Citadel LLC April 2015 - Present
Morgan Stanley September 2002 - April 2015
Education
University of Pennsylvania
Smart Home Services LLC November 2011 - Present
Morgan Stanley November 2008 - July 2010
Deutsche Bank Securities August 1991 - March 2008
Deutsche Bank 1999 - 2008
Deutsche Bank Alex. Brown 1991 - 2000
BT Alex Brown 1997 - 1999
Alex. Brown 1984 - 1997
Alex. Brown & Sons 1984 - 1997
Skills
Equities, Series 7, Financial Services, Equity Capital Markets, Marketing, Asset Management, Investments, Capital Markets, Investment Banking
Education
University of Pennsylvania 1971 — 1974
BA, Economics
St. Paul's Brooklandville
Kongsiri Inc August 2014 - Present
HETCO August 2010 - Present
Morgan Stanley 1996 - 1999
Morgan Stanley 1996 - 1999
National Westminster Bank 1992 - 1994
Education
University of Pennsylvania 1983 — 1987
BSE, Chemical Engineering
Morgan Stanley November 2006 - Present
Skills
Financial Analysis, Manage Client..., Portfolio Management, Model Portfolios, Strategic Financial..., Client Presentation, Account Management, Sales Presentations, Asset Allocation, Management, Fixed Income, Alternative Investments, Equities, Hedge Funds, Investments, Financial Modeling, Analysis, Asset Management
Education
University of Pennsylvania 1998 — 2002
BA, International Relations
Bloomberg LP October 2014 - Present
Morgan Stanley March 2010 - September 2014
Investment Technology Group January 2007 - May 2010
Ogilvy Public Relations Worldwide June 2004 - January 2007
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, Securities, Trading, Trading Systems, Fixed Income, Hedge Funds
Education
University of Pennsylvania 2000 — 2004
BA, History of Art
Morgan Stanley Senior Registered Associate, Complex CoachMorgan Stanley Smith BarneyMay 2005 - Present
Education
University of Pennsylvania
BSEE, Electrical and Electronics Engineering, Undergraduate Degree
morgan stanley 2006 - 2008
Education
University of Pennsylvania 1975 — 1980
BA, chemistry, economics, business
Fortress Investment Group December 2012 - Present
Fortress Investment Group December 2010 - December 2012
Fortress Investment Group September 2008 - December 2010
Morgan Stanley August 2007 - August 2008
Skills
CMBS Trader, RMBS Trader, CDO Trader and Manager, MSR Cashflow Analytics, Capital Markets, Private Equity, Alternative Investments, Financial Modeling, Valuation, Hedge Funds, Investment Banking, Due Diligence
Education
University of Pennsylvania 2003 — 2007
Morgan Stanley January 2014 - Present
Deutsche Bank September 2010 - November 2013
RBS June 2009 - May 2011
RBS May 2007 - May 2009
ABN AMRO April 2004 - May 2007
Merrill Lynch 1997 - 2003
Skills
Capital Markets, Bonds, Credit Derivatives, Derivatives, Emerging Markets, Fixed Income, Hedge Funds, Interest Rate..., Investment Banking, Structured Products, Structured Finance, Financial Markets, Trading, Valuation, FX Options, Bloomberg, Portfolio Management
Education
University of Pennsylvania 1992 — 1996
BS
Chicago Public Schools December 2012 - Present
Morgan Stanley June 2000 - December 2012
Women in Public Finance 2008 - 2010
Skills
Financial Modeling, Fixed Income, Capital Markets, Investment Banking
Education
University of Pennsylvania 1996 — 2000
BA, Economics, Political Science
Phillips Academy Andover 1992 — 1996
Morgan Stanley June 2005 - Present
Weil Gotshal and Manges January 2000 - May 2005
Seward & Kissel LLP September 1998 - December 1999
Skills
Securitization, Hedge Funds, Structured Finance, CDO, Structured Products
Education
University of Pennsylvania Law School 1995 — 1998
JD, Law
University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.), English Literature
Goldman Sachs September 2013 - Present
H.I.G. Capital July 2012 - September 2013
Morgan Stanley June 2010 - July 2012
Bates White, LLC May 2009 - August 2009
Wikinvest November 2008 - August 2009
Three Laboratories August 2006 - August 2008
Scientific Scholars Achievement Program August 2006 - May 2008
SourceOne Mortgage June 2005 - September 2007
Merrill Lynch May 2006 - August 2006
Skills
Investment Banking, Economics, Healthcare, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Investments, Mergers & Acquisitions, Venture Capital, Private Equity, Credit, Special Situations..., Distressed Debt
Education
University of Pennsylvania 2006 — 2010
Chemistry, Economics
Macquarie Group July 2014 - Present
PNC August 2012 - June 2014
University of Pennsylvania June 2010 - May 2012
Bigger Pockets 2012 - 2012
Morgan Stanley June 2011 - August 2011
Skills
Language: Spanish..., MS Office: Proficient..., Microsoft Office, PowerPoint, Microsoft Excel, Research, Public Speaking, Spanish, Microsoft Word, Data Analysis, Social Media, Economics, Valuation, Analysis, Financial Analysis, Statistics, Investment Banking
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Economics
The Hotchkiss School 2004 — 2008
High school Diploma
Apple Tree Partners August 2014 - Present
Barclays October 2013 - June 2014
Morgan Stanley June 2012 - October 2013
Morgan Stanley June 2011 - August 2011
Regeneron Pharmaceuticals June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Biohealthinvestor.com June 2009 - July 2009
The Metropolitan Museum of Art June 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Equities, Corporate Finance, Capital Markets, Due Diligence, Equity Research, Private Equity, Fixed Income, Hedge Funds, Financial Analysis, Investments, Series 7, Derivatives, Strategy
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BSc in Economics, Concentration in Finance
University of Pennsylvania 2008 — 2012
BA, Biology
Riverdale Country School 2004 — 2008
High School Diploma
Morgan Stanley April 2015 - Present
Whitehaven Asset Management June 2013 - April 2015
Citigroup December 2008 - June 2013
Citigroup August 2006 - December 2008
Citigroup August 2005 - August 2006
Skills
R, S-Plus, SQL, Microsoft Excel, Matlab, Visual Basic, Unix, Mathematica, C, Fixed Income, Derivatives
Education
University of Pennsylvania 2004 — 2005
MSE, Systems Engineering, Financial Systems
University of Pennsylvania - The Wharton School 2002 — 2005
BSE, Finance, Operations Information Management
University of Pennsylvania 2001 — 2004
BSE, Manufacturing and Systems Optimization
BlackRock October 2012 - Present
Morgan Stanley July 2006 - October 2012
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (BA), Mathematics, Economics
More Than Paper...(www.morethanpaper.com) January 1999 - Present
Morgan Stanley July 1990 - November 1996
Skills
Stationery, Customer Service, Retail, Sales
Education
University of Pennsylvania 1986 — 1990
BS Economics, Finance and Decision Sciences
Armistice Capital April 2014 - Present
Morgan Stanley November 2012 - March 2014
Ernst & Young June 2011 - November 2012
Federal Reserve Bank of New York March 2007 - June 2011
Fortent, Inc. 2006 - 2007
Davis Polk & Wardwell LLP 2004 - 2006
Skills
Risk Management, Research, Corporate Governance, AML, Financial Regulation, Regulatory Affairs, Compliance
Education
University of Virginia 2002 — 2003
M.A., U.S. History
University of Pennsylvania 1997 — 2001
B.A., History, Ecomomics Minor
High School 1993 — 1997
Honors Diploma
Precept Consulting LLC November 2013 - Present
CCG Investor Relations February 2011 - October 2013
Venture Advisors January 2008 - December 2010
Sharps USA February 2005 - December 2007
Morgan Stanley March 1998 - June 2004
Salomon Brothers February 1996 - December 1997
Skills
Valuation, Investor Relations, Investment Banking, Financial Analysis, Equity Research, Fixed Income, Due Diligence, Emerging Markets, Marketing, Financial Markets, Portfolio Management, Competitive Analysis, Asset Managment, Funding, Alternative Investments, Asset Management, Equities, Investments, Strategy
Education
University of Pennsylvania
Bachelor's degree, Economics
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
IMPAQ International December 2009 - Present
Morgan Stanley January 2007 - December 2009
Goldman Sachs 2005 - 2007
J.P. Morgan 2000 - 2005
Education
University of Pennsylvania 1994 — 1998
BA, Psychology
American Express April 2012 - Present
Citi Group August 2010 - April 2012
JP Morgan Chase July 2008 - August 2010
Morgan Stanley May 2007 - April 2008
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts, Economics
Morgan Stanley July 2012 - Present
Morgan Stanley June 2011 - August 2011
Six50 Capital Management, Ranieri Real Estate Partners June 2010 - August 2010
Armorclad Epoxy Systems June 2008 - June 2010
Planned Companies May 2010 - May 2010
Interstate Drywall June 2007 - August 2007
Skills
Financial Modeling, Valuation, Management, Business Development, Bonds, Competitive Analysis, Capital Markets, Equities
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts, Economics
Millburn Senior High School 2004 — 2008
Microsoft June 2015 - Present
Capital One July 2014 - June 2015
Capital One July 2013 - July 2014
University of Pennsylvania Economics September 2011 - May 2013
Citi June 2012 - August 2012
University of Wisconsin-Madison June 2011 - August 2011
Morgan Stanley May 2011 - May 2011
Investment Technology Group, Inc. January 2011 - January 2011
Skills
Matlab, Statistics, Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Stata, Java, Research, Quantitative Analytics, Economics, SAS, Analysis
Education
University of Pennsylvania 2009 — 2013
BSE, Chemical and Biomolecular Engineering, Economics
Capital One July 2012 - Present
Morgan Stanley June 2011 - August 2011
Skills
Valuation, Financial Modeling, Investment Banking, Financial Analysis, Data Analysis
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (BA), Mathematics
Wells Fargo October 2010 - Present
Barclays Capital September 2008 - October 2010
Lehman Brothers February 2003 - September 2008
Morgan Stanley 2000 - 2003
Bloomberg 1995 - 2000
Skills
Electronic Trading, FX Options, Sales, Capital Markets, Trading, Trading Systems, Equities, Hedge Funds, Derivatives, Financial Markets, Bloomberg, Equity Trading, Series 7, Fixed Income
Education
University of Pennsylvania
BA
Centerview Partners January 2015 - Present
Centerview Partners August 2014 - December 2014
Morgan Stanley August 2011 - August 2014
Morgan Stanley July 2008 - August 2011
Skills
Financial Modeling, Orchestral Music, Investment Banking, Equity Research, Capital Markets
Education
University of Pennsylvania 2004 — 2008
BA, Economics, History
The Blackstone Group June 2013 - Present
Morgan Stanley June 2012 - August 2012
Google June 2011 - August 2011
Education
University of Pennsylvania 2009 — 2013
Bachelor of Science in Economics, Finance, Operations Management
Morgan Stanley June 2010 - Present
FTI Consulting 2008 - 2010
Skills
Due Diligence, Valuation, Bloomberg, Financial Modeling, Corporate Finance, Equities, Investment Banking, Private Equity, Equity Research, DCF
Education
University of Pennsylvania 2004 — 2008
BS in Econ, Finance; Operations and Information Management
Apple June 2014 - August 2014
Ralph Lauren September 2011 - May 2013
Ralph Lauren 2009 - 2011
Ralph Lauren August 2008 - March 2009
National Student Leadership Conference July 2008 - July 2008
Morgan Stanley June 2007 - August 2007
Harper's Bazaar July 2006 - November 2006
Ralph Lauren May 2006 - July 2006
Ralph Lauren June 2005 - August 2005
J. McLaughlin May 2004 - August 2004
Skills
Product Management, Fashion, Retail, Project Management, Apparel, Merchandising, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Luxury Goods, Photoshop, Brand Development, Press Releases, Creative Direction, Editing, Copywriting, Conceptual Art, Creative Nonfiction..., Communication, Visual Merchandising, Styling, Retail Buying
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Management, Operations and Information Management
University of Pennsylvania 2004 — 2008
B.A., English, Communication
Credit Suisse August 2015 - Present
Morgan Stanley January 2010 - August 2015
Morgan Stanley December 2005 - December 2009
Morgan Stanley October 2002 - December 2005
Morgan Stanley August 2000 - September 2002
Skills
Solaris, Sybase, Perl, Tomcat, Eclipse, Visio, Apache, Java, Databases, Linux, Object Oriented Design, Integration, XML, Software Development, Unix, Architecture, Software Project..., Enterprise Architecture, Operating Systems, Prime Brokerage
Education
University of Pennsylvania 1998 — 2000
MSE, Telecommunications and Networking
University of Pennsylvania 1996 — 2000
BSE, Computer Science and Engineering
Morgan Stanley September 2014 - Present
Morgan Stanley June 2012 - August 2014
Morgan Stanley June 2011 - August 2011
Skills
Bloomberg, Capital Markets, Corporate Finance, Data Analysis, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Microsoft Excel, Private Equity, Valuation
Education
University of Pennsylvania 2008 — 2012
Collegiate School for Boys 1996 — 2008
SSA & Company July 2015 - Present
SSA & Company July 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
University of Pennsylvania September 2010 - December 2010
Education
University of Pennsylvania 2009 — 2013
The International School Bangalore
Cloudera June 2015 - August 2015
Morgan Stanley July 2013 - August 2014
Morgan Stanley June 2011 - August 2013
Morgan Stanley June 2010 - August 2010
Credit Suisse June 2009 - August 2009
Education
Courant Institute of Mathematical Sciences (NYU) 2013 — 2016
Master's Degree, Computer Science
University of Pennsylvania 2007 — 2011
BA, Major in Economics and Minor in German
Farallon Capital Management September 2013 - Present
Morgan Stanley June 2011 - July 2013
The Wharton School January 2010 - December 2010
The Blackstone Group June 2010 - August 2010
McKinsey & Company May 2009 - February 2010
Overbrook Management July 2008 - August 2008
Education
University of Pennsylvania 2007 — 2011
BS (The Wharton School) / BA (The College of Arts & Sciences), Finance / Economics
The Pingry School
Cantor Fitzgerald June 2015 - Present
Deutsche Bank May 2005 - February 2015
Morgan Stanley 1989 - 2005
Skills
Prime Brokerage, High Yield, Credit Derivatives, Structured Products, Investment Banking, Fixed Income, Alternative Investments, Program Trading, ABS, Electronic Trading, Equities, Bloomberg, Capital Markets, Equity Trading, Financial Markets, Derivatives, Trading, Proprietary Trading, Trading Systems, Series 7, Equity Research, Options, Emerging Markets
Education
University of Pennsylvania 1983 — 1987
BS
Morgan Stanley July 1991 - Present
Skills
Investments, Equities, Asset Management, Portfolio Management, Securities, Investment Advisory, Capital Markets, Financial Modeling
Education
University of Chicago 1989 — 1991
Master of Business Administration (MBA)
University of Pennsylvania 1982 — 1986
Bachelor of Arts (BA)
AllianceBernstein 2013 - Present
CME Group 2012 - 2012
Morgan Stanley 2005 - 2012
Skills
Fixed Income, Derivatives, Hedge Funds, Capital Markets
Education
University of Pennsylvania 2001 — 2005
BAS, Computer Science
Bridgewater Raritan HS
Barclays Investment Bank January 2013 - Present
Barclays Capital September 2008 - February 2013
Lehman Brothers January 2006 - September 2008
Morgan Stanley June 2000 - January 2006
Skills
Investment Banking, Capital Markets, Fixed Income, Derivatives, Credit Derivatives, Financial Modeling, FX Options, Interest Rate..., Swaps, Private Equity
Education
University of Pennsylvania 1996 — 2000
BAS, Computer Science
Wharton School, University of Pennsylvania 1996 — 2000
BS, Economics
Taconic Capital August 2001 - Present
Morgan Stanley July 1999 - June 2001
Education
University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Finance, General
Alvarez & Marsal September 2015 - Present
Morgan Stanley June 2014 - August 2014
Johnson Controls May 2013 - July 2013
Rockwell Automation June 2012 - August 2012
Skills
Teamwork, Microsoft Word, Microsoft Office, Data Analysis, Matlab, Microsoft Excel, Research, PowerPoint
Education
University of Pennsylvania 2011 — 2015
BSE Materials Science Engineering, BS Economics (Concentration in Finance)
Studley May 2013 - Present
Citi January 2011 - June 2012
Morgan Stanley July 2008 - June 2010
Skills
Valuation, Due Diligence, Investments, Portfolio Management, DCF, Finance, Banking, Analysis, Credit, Capital Structure, Real Estate, Underwriting, Corporate Finance, Private Equity, Capital Markets
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), Economics
Morgan Stanley October 2010 - Present
Barclays Investment Bank August 2009 - October 2010
Tullett Prebon 2008 - 2009
Lehman Brothers June 1998 - September 2008
Skills
Equities, Fixed Income, Capital Markets, Series 7, Derivatives, Bloomberg, Securities, Series 63, Investments, Options
Education
Wharton School, University of Pennsylvania 1994 — 1998
Bachelor of Science (BS), Finance, General
University of Pennsylvania
Morgan Stanley August 1998 - Present
Dillon Read & Co. 1996 - 1998
Lazard 1990 - 1992
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (MBA)
University of Pennsylvania 1986 — 1990
Bachelor of Science (BSc)
Morgan Stanley
Education
University of Pennsylvania
History
University of Pennsylvania - The Wharton School
Finance