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
Lauren Jacobson Lauren Jacobson's Morgan Stanley Experience July 2008 - July 2010
Job Vice President at LeadiD
Industry Information Services
Experience
LeadiD July 2014 - Present
LeadiD July 2012 - Present
Ampush Media January 2011 - July 2012
Morgan Stanley July 2008 - July 2010
Susquehanna International Group 2007 - 2008
Skills
Financial Modeling, Analytics, Start-ups, Data Analysis, Strategy, Competitive Analysis, CRM, Product Management, Online Marketing, Strategic Partnerships, Sales, Market Research, Online Advertising, Business Development, Online Lead Generation, Lead Generation
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS in Economics, Finance
LeadiD July 2014 - Present
LeadiD July 2012 - Present
Ampush Media January 2011 - July 2012
Morgan Stanley July 2008 - July 2010
Susquehanna International Group 2007 - 2008
Skills
Financial Modeling, Analytics, Start-ups, Data Analysis, Strategy, Competitive Analysis, CRM, Product Management, Online Marketing, Strategic Partnerships, Sales, Market Research, Online Advertising, Business Development, Online Lead Generation, Lead Generation
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS in Economics, Finance
Austin Josiah Austin Josiah's Morgan Stanley Experience August 2015 - Present
Job Wealth Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Undergraduate Sports Business Club January 2013 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management September 2013 - May 2014
The Penn Fund 2013 - 2014
The Sports Quotient February 2013 - October 2013
Student Federal Credit Union at the University of Pennsylvania September 2012 - October 2013
Vector Marketing September 2012 - January 2013
Vector Marketing May 2012 - September 2012
The First Academy November 2009 - January 2010
Skills
Strategic Negotiations, Client Rapport, Superior Work Ethic, Sales Presentations, Public Speaking, Negotiation, Coaching, Interviews, Panel Moderator, Event Planning, Strategic Planning, Management, Analysis, Sales Presentation..., Sales, Leadership, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Belly Dance, Exponential Smoothing, Regular Expressions
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (B.S.), Economics
Morgan Stanley August 2015 - Present
Undergraduate Sports Business Club January 2013 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management September 2013 - May 2014
The Penn Fund 2013 - 2014
The Sports Quotient February 2013 - October 2013
Student Federal Credit Union at the University of Pennsylvania September 2012 - October 2013
Vector Marketing September 2012 - January 2013
Vector Marketing May 2012 - September 2012
The First Academy November 2009 - January 2010
Skills
Strategic Negotiations, Client Rapport, Superior Work Ethic, Sales Presentations, Public Speaking, Negotiation, Coaching, Interviews, Panel Moderator, Event Planning, Strategic Planning, Management, Analysis, Sales Presentation..., Sales, Leadership, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Belly Dance, Exponential Smoothing, Regular Expressions
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (B.S.), Economics
Katherine (Healy) Dougan Katherine (Healy) Dougan's Morgan Stanley Experience October 2006 - April 2011
Job ICONIQ Capital
Industry Financial Services
Experience
ICONIQ Capital April 2015 - Present
Chevron July 2013 - March 2015
Chevron June 2012 - August 2012
Morgan Stanley October 2006 - April 2011
Amaranth Advisors, LLC June 2006 - October 2006
Skills
Strategic Planning, Financial Modeling, Equities, Private Equity, Valuation, Investment Banking, Strategy, Investments, Competitive Analysis, Management
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance
Duke University 2002 — 2006
BA, History; Markets and Management
Wichita Collegiate School 1998 — 2002
High School
ICONIQ Capital April 2015 - Present
Chevron July 2013 - March 2015
Chevron June 2012 - August 2012
Morgan Stanley October 2006 - April 2011
Amaranth Advisors, LLC June 2006 - October 2006
Skills
Strategic Planning, Financial Modeling, Equities, Private Equity, Valuation, Investment Banking, Strategy, Investments, Competitive Analysis, Management
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance
Duke University 2002 — 2006
BA, History; Markets and Management
Wichita Collegiate School 1998 — 2002
High School
Chad Redding Chad Redding's Morgan Stanley Experience June 2012 - July 2014
Job MBA Candidate at The Wharton School
Industry Real Estate
Experience
The Wharton School July 2014 - Present
Morgan Stanley June 2012 - July 2014
Prudential Mortgage Capital Company August 2010 - June 2012
Skills
Valuation, Commercial Real Estate, Investments, Mortgage Lending, Capital Markets, Financial Modeling, Real Estate Economics
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Finance and Real Estate
University of Wisconsin-Madison 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
The Wharton School July 2014 - Present
Morgan Stanley June 2012 - July 2014
Prudential Mortgage Capital Company August 2010 - June 2012
Skills
Valuation, Commercial Real Estate, Investments, Mortgage Lending, Capital Markets, Financial Modeling, Real Estate Economics
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Finance and Real Estate
University of Wisconsin-Madison 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
mabel hsu mabel hsu's Morgan Stanley Experience August 2005 - March 2009
Job Manager at Alibaba Group
Industry Internet
Experience
Alibaba Group November 2014 - Present
Credit Suisse January 2010 - November 2014
ShanDa Interactive Entertainment Ltd. June 2009 - August 2009
Morgan Stanley August 2005 - March 2009
Skills
Passed CFA Level 1, Investments, Valuation, Due Diligence, Financial Modeling, Mergers & Acquisitions, Equities, Capital Markets, Strategy, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Sciences, Accounting and Finance
Alibaba Group November 2014 - Present
Credit Suisse January 2010 - November 2014
ShanDa Interactive Entertainment Ltd. June 2009 - August 2009
Morgan Stanley August 2005 - March 2009
Skills
Passed CFA Level 1, Investments, Valuation, Due Diligence, Financial Modeling, Mergers & Acquisitions, Equities, Capital Markets, Strategy, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Sciences, Accounting and Finance
Anita Bhattacharjee Anita Bhattacharjee's Morgan Stanley Experience July 2007 - 2009
Job TA at Training the Street
Industry Financial Services
Experience
Training The Street February 2015 - Present
BLT Homes June 2013 - February 2015
Energy Infrastructure Partners 2012 - 2012
Solar Grid Storage 2012 - 2012
PIMCO 2009 - 2011
Morgan Stanley July 2007 - 2009
Skills
Financial Modeling, Investments, Project Finance, Asset Managment, Microsoft Excel, Energy, Economics, Modeling, Non-profits, Transportation, Sustainability, Valuation, Derivatives, Fixed Income, Private Equity
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance
The University of Chicago 2003 — 2007
BA, Economics
The Lawrenceville School 1999 — 2003
Training The Street February 2015 - Present
BLT Homes June 2013 - February 2015
Energy Infrastructure Partners 2012 - 2012
Solar Grid Storage 2012 - 2012
PIMCO 2009 - 2011
Morgan Stanley July 2007 - 2009
Skills
Financial Modeling, Investments, Project Finance, Asset Managment, Microsoft Excel, Energy, Economics, Modeling, Non-profits, Transportation, Sustainability, Valuation, Derivatives, Fixed Income, Private Equity
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance
The University of Chicago 2003 — 2007
BA, Economics
The Lawrenceville School 1999 — 2003
Ashley (Wallach) Sinclair's Morgan Stanley Experience September 2010 - March 2014
Job Director West Coast ECredit Sales at Tradeweb
Industry Financial Services
Experience
Tradeweb July 2014 - Present
Morgan Stanley September 2010 - March 2014
Goldman Sachs May 2008 - September 2010
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Bloomberg, Trading
Education
University of Pennsylvania - The Wharton School
Tradeweb July 2014 - Present
Morgan Stanley September 2010 - March 2014
Goldman Sachs May 2008 - September 2010
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Bloomberg, Trading
Education
University of Pennsylvania - The Wharton School
David Cahn's Morgan Stanley Experience June 2015 - Present
Job Summer Analyst Strats and Modeling at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley June 2015 - Present
Lynx Financial 德石资本 June 2014 - August 2014
Branford Castle, Inc. February 2014 - June 2014
Columbia University Medical Center May 2013 - September 2013
Tiedemann Investment Group June 2011 - September 2011
Maloney for Congress June 2010 - October 2010
Skills
Public Speaking, Leadership, Entrepreneurship, Financial Analysis, Investments, Journalism, Emerging Markets, Research, Management, Social Media, Data Analysis, Event Planning, Private Equity, Risk Management, Teamwork
Education
University of Pennsylvania - The Wharton School 2014 — 2018
Bachelor of Science (B.S.), Finance and Computer Science
Stuyvesant High School 2010 — 2014
Morgan Stanley June 2015 - Present
Lynx Financial 德石资本 June 2014 - August 2014
Branford Castle, Inc. February 2014 - June 2014
Columbia University Medical Center May 2013 - September 2013
Tiedemann Investment Group June 2011 - September 2011
Maloney for Congress June 2010 - October 2010
Skills
Public Speaking, Leadership, Entrepreneurship, Financial Analysis, Investments, Journalism, Emerging Markets, Research, Management, Social Media, Data Analysis, Event Planning, Private Equity, Risk Management, Teamwork
Education
University of Pennsylvania - The Wharton School 2014 — 2018
Bachelor of Science (B.S.), Finance and Computer Science
Stuyvesant High School 2010 — 2014
Cliff Ingram Cliff Ingram's Morgan Stanley Experience February 1991 - April 2002
Job Region Manager Vice President Financial Planning
Industry Financial Services
Experience
U.S. Bank August 2010 - February 2015
Bank of America May 2002 - March 2007
Morgan Stanley February 1991 - April 2002
Skills
Sales Management, Sales Rep Training, Sales, PnL Management, Recruiting, Employee Relations, Finance, National Sales Training
Education
University of Pennsylvania - The Wharton School 1996 — 2001
Advanced Senior Branch Manager & Advanced Branch Manager
U.S. Bank August 2010 - February 2015
Bank of America May 2002 - March 2007
Morgan Stanley February 1991 - April 2002
Skills
Sales Management, Sales Rep Training, Sales, PnL Management, Recruiting, Employee Relations, Finance, National Sales Training
Education
University of Pennsylvania - The Wharton School 1996 — 2001
Advanced Senior Branch Manager & Advanced Branch Manager
Enrique Casafont Enrique Casafont's Morgan Stanley Experience June 2011 - July 2013
Job Associate at Investcorp
Industry Financial Services
Experience
Investcorp August 2013 - Present
Morgan Stanley June 2011 - July 2013
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (BS), Economics
Investcorp August 2013 - Present
Morgan Stanley June 2011 - July 2013
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (BS), Economics
Chris Zink, CFP®, CIMA Chris Zink, CFP®, CIMA's Morgan Stanley Experience December 2005 - April 2009
Job Senior Vice President, Wealth Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS April 2009 - Present
Morgan Stanley December 2005 - April 2009
JPMorgan Chase May 1996 - December 2005
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst Program
University of North Carolina 1992 — 1996
Bachelor of Arts (B.A.)
UBS April 2009 - Present
Morgan Stanley December 2005 - April 2009
JPMorgan Chase May 1996 - December 2005
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst Program
University of North Carolina 1992 — 1996
Bachelor of Arts (B.A.)
John Onwualu's Morgan Stanley Experience June 2013 - Present
Job Analyst Fixed Income at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance
Cretin Derham Hall - St. Paul, MN 2005 — 2009
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance
Cretin Derham Hall - St. Paul, MN 2005 — 2009
Elizabeth Esrov Rosner Elizabeth Esrov Rosner's Morgan Stanley Experience January 2013 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley January 2010 - December 2012
Morgan Stanley July 2007 - December 2009
Morgan Stanley July 2006 - July 2007
Morgan Stanley July 2004 - July 2006
Skills
Emerging Markets, Banking, Restructuring, Finance, Fixed Income, Capital Markets, Investments, Chartered Financial...
Education
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science (BS), Accounting and Finance
Morgan Stanley January 2013 - Present
Morgan Stanley January 2010 - December 2012
Morgan Stanley July 2007 - December 2009
Morgan Stanley July 2006 - July 2007
Morgan Stanley July 2004 - July 2006
Skills
Emerging Markets, Banking, Restructuring, Finance, Fixed Income, Capital Markets, Investments, Chartered Financial...
Education
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science (BS), Accounting and Finance
Gerald Parloiu's Morgan Stanley Experience June 2014 - Present
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
The Wharton School April 2012 - Present
Deloitte May 2013 - June 2013
Banca Transilvania June 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, Foreign Languages, Statistics, Valuation
Education
Wharton School, University of Pennsylvania 2012 — 2015
Bachelor of Science (BSc) and Bachelor of Arts (BA), Huntsman Program in International Studies and Business, 2015
Allendale Columbia School 2008 — 2010
Morgan Stanley June 2014 - Present
The Wharton School April 2012 - Present
Deloitte May 2013 - June 2013
Banca Transilvania June 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, Foreign Languages, Statistics, Valuation
Education
Wharton School, University of Pennsylvania 2012 — 2015
Bachelor of Science (BSc) and Bachelor of Arts (BA), Huntsman Program in International Studies and Business, 2015
Allendale Columbia School 2008 — 2010
Fiona van Limburg Stirum Fiona van Limburg Stirum's Morgan Stanley Experience August 2013 - Present
Job Analyst Oil and Gas Investment Banking at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Batchelor of Science in Computer Science, Batchelor of Science in Economics
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Batchelor of Science in Computer Science, Batchelor of Science in Economics
Brent Tasugi's Morgan Stanley Experience 2003 - 2006
Job Senior Vice President at Oaktree Capital Management
Industry Venture Capital & Private Equity
Experience
Oaktree Capital Management August 2014 - Present
Highstar Capital November 2010 - August 2014
Aerostar Airport Holdings, LLC February 2013 - December 2013
Highstar Capital August 2008 - November 2010
The Carlyle Group July 2006 - July 2008
Morgan Stanley 2003 - 2006
Education
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics, Finance/Entrepreneurial Management
Harvard-Westlake School
Oaktree Capital Management August 2014 - Present
Highstar Capital November 2010 - August 2014
Aerostar Airport Holdings, LLC February 2013 - December 2013
Highstar Capital August 2008 - November 2010
The Carlyle Group July 2006 - July 2008
Morgan Stanley 2003 - 2006
Education
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics, Finance/Entrepreneurial Management
Harvard-Westlake School
Alice Shen Alice Shen's Morgan Stanley Experience June 2013 - July 2015
Job Associate at KKR
Industry Financial Services
Experience
KKR July 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Federal Reserve Bank of New York June 2011 - August 2011
NOAA June 2009 - August 2009
Skills
Fluent in Mandarin..., Advanced Spanish, MS Excel, Powerpoint,..., Financial Modeling, Valuation, Financial Analysis, Investment Banking, Equity Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. Economics Concentration in Finance, B.A. Mathematics
KKR July 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Federal Reserve Bank of New York June 2011 - August 2011
NOAA June 2009 - August 2009
Skills
Fluent in Mandarin..., Advanced Spanish, MS Excel, Powerpoint,..., Financial Modeling, Valuation, Financial Analysis, Investment Banking, Equity Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. Economics Concentration in Finance, B.A. Mathematics
Felipe Sinisterra's Morgan Stanley Experience April 2014 - April 2014
Job Summer Technology Analyst at Goldman Sachs
Industry Financial Services
Experience
Facebook June 2014 - August 2014
Google June 2014 - June 2014
Morgan Stanley April 2014 - April 2014
TUTORS August 2012 - June 2013
Universidade Federal de Minas Gerais June 2012 - August 2012
Skills
Entrepreneurship, Java, Objective-C, OCaml, HTML, CSS, JavaScript, Statistics, Git, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Portuguese, French, Start-ups, iOS development, Swift
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (BS)
Robert E. Lee High School 2009 — 2013
Facebook June 2014 - August 2014
Google June 2014 - June 2014
Morgan Stanley April 2014 - April 2014
TUTORS August 2012 - June 2013
Universidade Federal de Minas Gerais June 2012 - August 2012
Skills
Entrepreneurship, Java, Objective-C, OCaml, HTML, CSS, JavaScript, Statistics, Git, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Portuguese, French, Start-ups, iOS development, Swift
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (BS)
Robert E. Lee High School 2009 — 2013
Marc McMorris Marc McMorris's Morgan Stanley Experience 1994 - 1996
Job Managing Director at Carrick Capital Partners LLC
Industry Venture Capital & Private Equity
Experience
Carrick Capital Partners LLC January 2012 - Present
General Atlantic September 1999 - December 2011
Goldman Sachs 1996 - 1999
Morgan Stanley 1994 - 1996
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
The University of Pennsylvania 1986 — 1990
BA, Economics
Carrick Capital Partners LLC January 2012 - Present
General Atlantic September 1999 - December 2011
Goldman Sachs 1996 - 1999
Morgan Stanley 1994 - 1996
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
The University of Pennsylvania 1986 — 1990
BA, Economics
Andrew Kowal Andrew Kowal's Morgan Stanley Experience June 1999 - July 2001
Job Partner at Francisco Partners
Industry Venture Capital & Private Equity
Experience
Francisco Partners August 2001 - Present
Ichor Systems, Inc. January 2012 - Present
Mitel July 2009 - Present
Teach With Africa 2010 - 2015
Teach With Africa 2010 - 2015
Metrologic Instruments 2006 - 2008
Morgan Stanley June 1999 - July 2001
Skills
Mergers, Corporate Finance, Financial Modeling, Due Diligence, Private Equity, Corporate Development, M&A experience, Investment Banking, Valuation, Financial Analysis, Business Strategy, Investments, Product Management, Equities, Emerging Markets, Mergers & Acquisitions, IPO
Education
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics, Finance
Francisco Partners August 2001 - Present
Ichor Systems, Inc. January 2012 - Present
Mitel July 2009 - Present
Teach With Africa 2010 - 2015
Teach With Africa 2010 - 2015
Metrologic Instruments 2006 - 2008
Morgan Stanley June 1999 - July 2001
Skills
Mergers, Corporate Finance, Financial Modeling, Due Diligence, Private Equity, Corporate Development, M&A experience, Investment Banking, Valuation, Financial Analysis, Business Strategy, Investments, Product Management, Equities, Emerging Markets, Mergers & Acquisitions, IPO
Education
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics, Finance
Alisha Armstrong Alisha Armstrong's Morgan Stanley Experience May 2006 - June 2008
Job Project Manager and Business Analyst, AliArm99@aim.com
Industry Information Technology and Services
Experience
Siemens March 2011 - Present
Weichert, Realtors November 2008 - Present
Spacecraft International January 2010 - February 2011
Morgan Stanley May 2006 - June 2008
Morgan Stanley June 2003 - April 2006
Morgan Stanley January 1999 - May 2003
Morgan Stanley April 1994 - December 1998
Morgan Stanley October 1993 - March 1994
Morgan Stanley July 1990 - September 1993
Skills
Problem Solving, Process Engineering, Customer Relations, Access, Strategic Planning, Business Development, Budgets, Management, Program Management, Customer Service, Process Improvement, Business Process..., Project Management, Risk Management, Strategy, Business Analysis, Outsourcing, Leadership
Education
New York University - Leonard N. Stern School of Business 1994 — 1999
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science
Siemens March 2011 - Present
Weichert, Realtors November 2008 - Present
Spacecraft International January 2010 - February 2011
Morgan Stanley May 2006 - June 2008
Morgan Stanley June 2003 - April 2006
Morgan Stanley January 1999 - May 2003
Morgan Stanley April 1994 - December 1998
Morgan Stanley October 1993 - March 1994
Morgan Stanley July 1990 - September 1993
Skills
Problem Solving, Process Engineering, Customer Relations, Access, Strategic Planning, Business Development, Budgets, Management, Program Management, Customer Service, Process Improvement, Business Process..., Project Management, Risk Management, Strategy, Business Analysis, Outsourcing, Leadership
Education
New York University - Leonard N. Stern School of Business 1994 — 1999
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science
Christopher Beacham Christopher Beacham's Morgan Stanley Experience June 2009 - August 2009
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2012 - Present
Citigroup July 2010 - August 2012
Morgan Stanley June 2009 - August 2009
Davidson Kempner Capital Management June 2008 - August 2008
Skills
Capital Markets, Investment Banking, Financial Modeling, Bloomberg, Series 7, Fixed Income, Credit Analysis, Series 63, Bonds, Financial Analysis, Due Diligence, Hedge Funds, Debt, Structuring, Derivatives, Economics, Structured Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance, History
Wells Fargo Securities September 2012 - Present
Citigroup July 2010 - August 2012
Morgan Stanley June 2009 - August 2009
Davidson Kempner Capital Management June 2008 - August 2008
Skills
Capital Markets, Investment Banking, Financial Modeling, Bloomberg, Series 7, Fixed Income, Credit Analysis, Series 63, Bonds, Financial Analysis, Due Diligence, Hedge Funds, Debt, Structuring, Derivatives, Economics, Structured Finance
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance, History
Joseph Flaum Joseph Flaum's Morgan Stanley Experience 2007 - 2010
Job
Industry Financial Services
Experience
Sand Pine Capital LLC January 2013 - Present
Tiger Ratan Capital Management 2012 - 2013
Fortress Investment Group 2010 - 2012
Morgan Stanley 2007 - 2010
Education
University of Pennsylvania - The Wharton School
BSc
Sand Pine Capital LLC January 2013 - Present
Tiger Ratan Capital Management 2012 - 2013
Fortress Investment Group 2010 - 2012
Morgan Stanley 2007 - 2010
Education
University of Pennsylvania - The Wharton School
BSc
Manish Mehta, CFA, CFP Manish Mehta, CFA, CFP's Morgan Stanley Experience 2001 - 2005
Job Senior Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. March 2013 - Present
UBS Financial Services, Inc. November 2008 - February 2013
Merrill Lynch February 2005 - November 2008
Morgan Stanley 2001 - 2005
Education
CFA Institute
CFA
University of Pennsylvania - The Wharton School
UBS Financial Services, Inc. March 2013 - Present
UBS Financial Services, Inc. November 2008 - February 2013
Merrill Lynch February 2005 - November 2008
Morgan Stanley 2001 - 2005
Education
CFA Institute
CFA
University of Pennsylvania - The Wharton School
Brian Kang Brian Kang's Morgan Stanley Experience June 2010 - August 2010
Job Associate at LS Power
Industry Venture Capital & Private Equity
Experience
LS Power June 2013 - Present
Macquarie Group March 2011 - May 2013
Morgan Stanley June 2010 - August 2010
Citi October 2009 - December 2009
Republic of Korea Defense Intelligence Command September 2007 - August 2009
Citi 2007 - 2007
Skills
Excel, PowerPoint, Financial Modeling, Word
Education
University of Pennsylvania - The Wharton School 2004 — 2010
Bachelor of Science, Finance
LS Power June 2013 - Present
Macquarie Group March 2011 - May 2013
Morgan Stanley June 2010 - August 2010
Citi October 2009 - December 2009
Republic of Korea Defense Intelligence Command September 2007 - August 2009
Citi 2007 - 2007
Skills
Excel, PowerPoint, Financial Modeling, Word
Education
University of Pennsylvania - The Wharton School 2004 — 2010
Bachelor of Science, Finance
Da Che's Morgan Stanley Experience October 2008 - December 2008
Job Asset Management Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
UBS Investment Bank 2012 - 2012
Roth Capital Partners July 2011 - August 2011
IL Hedge Investments May 2011 - July 2011
Helios Capital Management Co. Ltd. June 2010 - July 2010
Morgan Stanley October 2008 - December 2008
Skills
Excel, Matlab, JMP, Corporate Finance, Financial Modeling, Microsoft Excel, Valuation, VBA
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS, FINANCE
J.P. Morgan May 2013 - Present
UBS Investment Bank 2012 - 2012
Roth Capital Partners July 2011 - August 2011
IL Hedge Investments May 2011 - July 2011
Helios Capital Management Co. Ltd. June 2010 - July 2010
Morgan Stanley October 2008 - December 2008
Skills
Excel, Matlab, JMP, Corporate Finance, Financial Modeling, Microsoft Excel, Valuation, VBA
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS, FINANCE
Elizabeth Fuerbacher's Morgan Stanley Experience June 2014 - Present
Job Structured Products Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Century 21 Homes of Distinction Real Estate July 2009 - November 2014
Brown University June 2012 - December 2013
J.P. Morgan June 2013 - July 2013
Personal Real Estate-Focused Investment Portfolio June 2012 - June 2013
Tungsten Partners November 2011 - June 2012
Skills
Corporate Finance, Research, Financial Modeling, Investments, Real Estate, Real Estate License, Editing, Investment Banking, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Negotiation, Customer Service, English, Teamwork, Legal Writing, Teaching
Education
Brown University 2012 — 2013
Bachelor of Arts (A.B.), magna cum laude, Economics, 4.0/4.0
University of Pennsylvania - The Wharton School 2010 — 2011
Bachelor of Science (B.S.), Economics
Morgan Stanley June 2014 - Present
Century 21 Homes of Distinction Real Estate July 2009 - November 2014
Brown University June 2012 - December 2013
J.P. Morgan June 2013 - July 2013
Personal Real Estate-Focused Investment Portfolio June 2012 - June 2013
Tungsten Partners November 2011 - June 2012
Skills
Corporate Finance, Research, Financial Modeling, Investments, Real Estate, Real Estate License, Editing, Investment Banking, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Negotiation, Customer Service, English, Teamwork, Legal Writing, Teaching
Education
Brown University 2012 — 2013
Bachelor of Arts (A.B.), magna cum laude, Economics, 4.0/4.0
University of Pennsylvania - The Wharton School 2010 — 2011
Bachelor of Science (B.S.), Economics
Brooke Kiley's Morgan Stanley Experience June 2014 - August 2014
Job Analyst at Insight Venture Partners
Industry Venture Capital & Private Equity
Experience
Insight Venture Partners May 2015 - Present
DreamIt Ventures September 2014 - December 2014
Morgan Stanley June 2014 - August 2014
Lilly Pulitzer March 2012 - June 2012
My Jewelry Secret 2008 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Outlook, Public Speaking, Leadership, Data Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (BS), Management Concentration with a Specialization in Entrepreneurship and Innovation
Germantown Academy 2008 — 2012
Insight Venture Partners May 2015 - Present
DreamIt Ventures September 2014 - December 2014
Morgan Stanley June 2014 - August 2014
Lilly Pulitzer March 2012 - June 2012
My Jewelry Secret 2008 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Outlook, Public Speaking, Leadership, Data Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (BS), Management Concentration with a Specialization in Entrepreneurship and Innovation
Germantown Academy 2008 — 2012
Lisa Byron Lisa Byron's Morgan Stanley Experience September 1991 - March 2003
Job Owner, Palm Beach Wealth Management
Industry Financial Services
Experience
Palm Beach Wealth Management March 2003 - Present
Morgan Stanley September 1991 - March 2003
Skills
Investments, Securities, Series 7, Investment Strategies, Portfolio Management, Equities, Fixed Annuities, 401k, Series 63, Retirement Planning
Education
University of Pennsylvania - The Wharton School 1998 — 1999
Finance and Financial Management Services Morgan Stanley, Passing grade
Weston High School, Weston, Connecticut 1970 — 1974
Graduated 1974
Palm Beach Wealth Management March 2003 - Present
Morgan Stanley September 1991 - March 2003
Skills
Investments, Securities, Series 7, Investment Strategies, Portfolio Management, Equities, Fixed Annuities, 401k, Series 63, Retirement Planning
Education
University of Pennsylvania - The Wharton School 1998 — 1999
Finance and Financial Management Services Morgan Stanley, Passing grade
Weston High School, Weston, Connecticut 1970 — 1974
Graduated 1974
Alexander D. Williams Alexander D. Williams's Morgan Stanley Experience July 1995 - February 2009
Job Managing Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management February 2009 - Present
Morgan Stanley July 1995 - February 2009
Skills
Alternative Investments, Hedge Funds, Wealth Management, Investments, Series 7
Education
Wharton Business School 1993 — 1995
Master of Business Administration (MBA), 1995
University of Rochester 1982 — 1992
Bachelor of Arts (BA), Political Science and Government
UBS Wealth Management February 2009 - Present
Morgan Stanley July 1995 - February 2009
Skills
Alternative Investments, Hedge Funds, Wealth Management, Investments, Series 7
Education
Wharton Business School 1993 — 1995
Master of Business Administration (MBA), 1995
University of Rochester 1982 — 1992
Bachelor of Arts (BA), Political Science and Government
Jules R. Freeman Jules R. Freeman's Morgan Stanley Experience January 1983 - November 2008
Job Senior Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. November 2008 - Present
Morgan Stanley January 1983 - November 2008
Education
Wharton School of Business 2000 — 2002
Post Graduate Certification, Senior Financial Advisor Program
California State University, Northridge 1978 — 1982
Bachelor of Science, Political Science
UBS Financial Services, Inc. November 2008 - Present
Morgan Stanley January 1983 - November 2008
Education
Wharton School of Business 2000 — 2002
Post Graduate Certification, Senior Financial Advisor Program
California State University, Northridge 1978 — 1982
Bachelor of Science, Political Science
Andy Saperstein Andy Saperstein's Morgan Stanley Experience December 2007 - May 2009
Job Head of Wealth Management Group
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Morgan Stanley December 2007 - May 2009
Morgan Stanley March 2006 - December 2007
Education
Harvard Law School 1989 — 1993
J.D.
University of Pennsylvania - The Wharton School 1985 — 1989
Dual: Economics and Finance
Morgan Stanley Smith Barney June 2009 - Present
Morgan Stanley December 2007 - May 2009
Morgan Stanley March 2006 - December 2007
Education
Harvard Law School 1989 — 1993
J.D.
University of Pennsylvania - The Wharton School 1985 — 1989
Dual: Economics and Finance
David Decker David Decker's Morgan Stanley Experience February 2003 - March 2011
Job Global Director of Primary Market Research at UBS Investment Bank
Industry Research
Experience
UBS Investment Bank March 2014 - Present
Consumer Edge Insight February 2011 - January 2014
Morgan Stanley February 2003 - March 2011
The Cambridge Group 1996 - 2001
Mars & Co. 1990 - 1995
Skills
Consumer Insights, Market Research, Equity Research, Business Strategy, New Business Development, Consumer Products, Restaurants, Food & Beverage, Customer Insight, Consumer Behaviour, Competitive Analysis, Quantitative Research, Segmentation, Marketing Research, Strategy, Analytics
Education
University of Pennsylvania - The Wharton School 1986 — 1990
B.S., Finance and Management
UBS Investment Bank March 2014 - Present
Consumer Edge Insight February 2011 - January 2014
Morgan Stanley February 2003 - March 2011
The Cambridge Group 1996 - 2001
Mars & Co. 1990 - 1995
Skills
Consumer Insights, Market Research, Equity Research, Business Strategy, New Business Development, Consumer Products, Restaurants, Food & Beverage, Customer Insight, Consumer Behaviour, Competitive Analysis, Quantitative Research, Segmentation, Marketing Research, Strategy, Analytics
Education
University of Pennsylvania - The Wharton School 1986 — 1990
B.S., Finance and Management
John Hallen John Hallen's Morgan Stanley Experience 1986 - 1999
Job Retired at Retired
Industry Financial Services
Experience
Oppenheimer & Co. Inc. February 2014 - Present
Oppenheimer & Co. April 2007 - February 2014
Merrill Lynch 1999 - 2003
Morgan Stanley 1986 - 1999
Skills
Fixed Income, Investment Banking, Securities, Hedge Funds, Investments, Alternative Investments, Capital Markets, Equities, Wealth Management, Series 63, Series 7
Education
University of Pennsylvania - The Wharton School 1967 — 1969
MBA
Wake Forest University 1961 — 1965
Bachelor of Arts (B.A.), Economics
Oppenheimer & Co. Inc. February 2014 - Present
Oppenheimer & Co. April 2007 - February 2014
Merrill Lynch 1999 - 2003
Morgan Stanley 1986 - 1999
Skills
Fixed Income, Investment Banking, Securities, Hedge Funds, Investments, Alternative Investments, Capital Markets, Equities, Wealth Management, Series 63, Series 7
Education
University of Pennsylvania - The Wharton School 1967 — 1969
MBA
Wake Forest University 1961 — 1965
Bachelor of Arts (B.A.), Economics
Bill Savino Bill Savino's Morgan Stanley Experience July 1980 - January 1998
Job President Nurse Next Door
Industry Health, Wellness and Fitness
Experience
Nurse Next Door April 2015 - Present
Altibase November 2013 - February 2015
Action Group January 2005 - January 2014
Bank of America January 2003 - January 2005
UBS January 1998 - January 2003
Morgan Stanley July 1980 - January 1998
Skills
Enterprise Solution..., Sales, Sales Management, Sales Operations, Entrepreneurship, Institutional Sales, Executive Management, Executive Coaching, Direct Sales, Sales Presentations, Written & Oral..., Presenter, Channel Sales, Strategic Planning, Customer Service, Management, Team Building, Event Planning, Business Development, Negotiation, Enterprise Software, Leadership, Analysis, Training, Channel Partners, Telecommunications, Budgets, Product Development, CRM, Sales Process, Competitive Analysis, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Executive Education Program,, Finance
College of Wooster 1976 — 1980
Bachelor of Arts (BA), Speech Communication and Political Science
The Peddie School 1971 — 1975
Prep School
Nurse Next Door April 2015 - Present
Altibase November 2013 - February 2015
Action Group January 2005 - January 2014
Bank of America January 2003 - January 2005
UBS January 1998 - January 2003
Morgan Stanley July 1980 - January 1998
Skills
Enterprise Solution..., Sales, Sales Management, Sales Operations, Entrepreneurship, Institutional Sales, Executive Management, Executive Coaching, Direct Sales, Sales Presentations, Written & Oral..., Presenter, Channel Sales, Strategic Planning, Customer Service, Management, Team Building, Event Planning, Business Development, Negotiation, Enterprise Software, Leadership, Analysis, Training, Channel Partners, Telecommunications, Budgets, Product Development, CRM, Sales Process, Competitive Analysis, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Executive Education Program,, Finance
College of Wooster 1976 — 1980
Bachelor of Arts (BA), Speech Communication and Political Science
The Peddie School 1971 — 1975
Prep School
Ella Zhang's Morgan Stanley Experience July 2014 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley June 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Corporate Finance, Investment Banking, Microsoft Word, Research, Valuation, Microsoft Office, Bloomberg, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Finance, Management
Morgan Stanley July 2014 - Present
Morgan Stanley June 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Corporate Finance, Investment Banking, Microsoft Word, Research, Valuation, Microsoft Office, Bloomberg, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Finance, Management
Luke Zhou Luke Zhou's Morgan Stanley Experience June 2009 - August 2009
Job Analyst at Prudential Investment Management
Industry Investment Management
Experience
Prudential Investment Management July 2011 - Present
OCBC Bank June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Teaching, Public Speaking
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (BSc), Finance
Northview High School 2004 — 2007
Prudential Investment Management July 2011 - Present
OCBC Bank June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Teaching, Public Speaking
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (BSc), Finance
Northview High School 2004 — 2007
Jeff Preston Jeff Preston's Morgan Stanley Experience January 2011 - January 2013
Job Real Estate Investor
Industry Financial Services
Experience
Morgan Stanley January 2011 - January 2013
Morgan Stanley 1999 - 2013
Skills
Capital Markets, Investment Banking, Private Equity, Valuation, Alternative Investments, Financial Modeling, Asset Management, Investments, Corporate Finance, Emerging Markets, Series 7, Portfolio Management, Due Diligence, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS, Finance
Morgan Stanley January 2011 - January 2013
Morgan Stanley 1999 - 2013
Skills
Capital Markets, Investment Banking, Private Equity, Valuation, Alternative Investments, Financial Modeling, Asset Management, Investments, Corporate Finance, Emerging Markets, Series 7, Portfolio Management, Due Diligence, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS, Finance
David Jacobs David Jacobs's Morgan Stanley Experience December 1993 - June 2001
Job Investment Partner at Nova Capital Management
Industry Financial Services
Experience
Nova Capital Management January 2013 - Present
rTerra LLC January 2010 - Present
Eco-Mail Development, LLC. January 2010 - Present
Orbin & Company, LLC February 2007 - Present
Deutsche Bank Securities July 2001 - February 2007
Morgan Stanley December 1993 - June 2001
Hambros Bank Limited March 1990 - November 1993
Morgan Stanley September 1988 - March 1990
The First Boston Corporation September 1984 - August 1986
Skills
Private Equity, Mergers, Investment Banking, Corporate Finance, Renewable Energy, Valuation, Venture Capital, Mergers & Acquisitions, Corporate Development, Capital Markets, Due Diligence, Emerging Markets, Financial Modeling, Hedge Funds, Investments, M, Portfolio Management, Strategy
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science (B.S.), Economics
Fieldston School 1974 — 1980
Nova Capital Management January 2013 - Present
rTerra LLC January 2010 - Present
Eco-Mail Development, LLC. January 2010 - Present
Orbin & Company, LLC February 2007 - Present
Deutsche Bank Securities July 2001 - February 2007
Morgan Stanley December 1993 - June 2001
Hambros Bank Limited March 1990 - November 1993
Morgan Stanley September 1988 - March 1990
The First Boston Corporation September 1984 - August 1986
Skills
Private Equity, Mergers, Investment Banking, Corporate Finance, Renewable Energy, Valuation, Venture Capital, Mergers & Acquisitions, Corporate Development, Capital Markets, Due Diligence, Emerging Markets, Financial Modeling, Hedge Funds, Investments, M, Portfolio Management, Strategy
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science (B.S.), Economics
Fieldston School 1974 — 1980
Brianna Mariolle Brianna Mariolle's Morgan Stanley Experience June 2013 - Present
Job Credit Risk Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Finance Department, Wharton School of Business October 2011 - May 2013
Morgan Stanley June 2012 - August 2012
Financial Industry Regulatory Authority May 2011 - August 2011
Management Department, Wharton School of Business October 2009 - 2011
Lumetra June 2008 - July 2008
Skills
Financial Analysis, Financial Modeling, Bloomberg, Valuation, Corporate Finance, Strategic Planning, Capital Markets, Portfolio Management, Risk Management, Credit Risk, Microsoft Excel, Analysis, Financial Services
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics, Finance, Risk Management, and Operations and Information Management
The College Preparatory School 2005 — 2009
Morgan Stanley June 2013 - Present
Finance Department, Wharton School of Business October 2011 - May 2013
Morgan Stanley June 2012 - August 2012
Financial Industry Regulatory Authority May 2011 - August 2011
Management Department, Wharton School of Business October 2009 - 2011
Lumetra June 2008 - July 2008
Skills
Financial Analysis, Financial Modeling, Bloomberg, Valuation, Corporate Finance, Strategic Planning, Capital Markets, Portfolio Management, Risk Management, Credit Risk, Microsoft Excel, Analysis, Financial Services
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics, Finance, Risk Management, and Operations and Information Management
The College Preparatory School 2005 — 2009
Andreas Noetzel Andreas Noetzel's Morgan Stanley Experience November 2004 - November 2009
Job Director Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2009 - Present
Morgan Stanley November 2004 - November 2009
Random House May 2001 - October 2004
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS and BA, Finance, Accounting, History
Bank of America Merrill Lynch November 2009 - Present
Morgan Stanley November 2004 - November 2009
Random House May 2001 - October 2004
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS and BA, Finance, Accounting, History
Helen Chen's Morgan Stanley Experience June 2014 - August 2014
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group August 2015 - Present
Morgan Stanley June 2014 - August 2014
Mars May 2013 - August 2013
Revolution Prep May 2012 - August 2012
Stanford University May 2010 - September 2010
Skills
PowerPoint, Microsoft Excel
Education
Wharton School, University of Pennsylvania
The Boston Consulting Group August 2015 - Present
Morgan Stanley June 2014 - August 2014
Mars May 2013 - August 2013
Revolution Prep May 2012 - August 2012
Stanford University May 2010 - September 2010
Skills
PowerPoint, Microsoft Excel
Education
Wharton School, University of Pennsylvania
Brian Stengel's Morgan Stanley Experience 2005 - 2008
Job Partner at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2015 - Present
Waller Capital Partners January 2009 - April 2015
Morgan Stanley 2005 - 2008
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
University of Virginia
Bachelor of Arts (BA)
Perella Weinberg Partners July 2015 - Present
Waller Capital Partners January 2009 - April 2015
Morgan Stanley 2005 - 2008
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
University of Virginia
Bachelor of Arts (BA)
Edgardo Bueser's Morgan Stanley Experience June 2013 - August 2013
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company September 2014 - Present
Barneys New York January 2014 - May 2014
Morgan Stanley June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2010 — 2014
B.S. Economics, Strategic Management and Finance, Magna Cum Laude
Hasbrouck Heights High School 2006 — 2010
Valedictorian
Bain & Company September 2014 - Present
Barneys New York January 2014 - May 2014
Morgan Stanley June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2010 — 2014
B.S. Economics, Strategic Management and Finance, Magna Cum Laude
Hasbrouck Heights High School 2006 — 2010
Valedictorian
Anna Reighart Anna Reighart's Morgan Stanley Experience June 2013 - August 2013
Job Incoming Associate Consultant at Bain & Company
Industry Management Consulting
Experience
The Wharton School September 2012 - December 2014
Bain & Company July 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Wharton Small Business Development Center October 2012 - June 2013
Camp Newfound June 2012 - August 2012
The Aspire Program at Hathaway Brown School June 2009 - August 2009
Skills
Management, Leadership, Team Building, Non-profits, Market Research, Nonprofits, Teaching, Teamwork, Data Analysis, Research, Financial Analysis, PowerPoint, Entrepreneurship, Public Speaking, Management Consulting, Spanish, Negotiation
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Finance & Management Concentrations; Hispanic Studies Minor, Summa Cum Laude
Hathaway Brown School 2000 — 2011
The Wharton School September 2012 - December 2014
Bain & Company July 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Wharton Small Business Development Center October 2012 - June 2013
Camp Newfound June 2012 - August 2012
The Aspire Program at Hathaway Brown School June 2009 - August 2009
Skills
Management, Leadership, Team Building, Non-profits, Market Research, Nonprofits, Teaching, Teamwork, Data Analysis, Research, Financial Analysis, PowerPoint, Entrepreneurship, Public Speaking, Management Consulting, Spanish, Negotiation
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Finance & Management Concentrations; Hispanic Studies Minor, Summa Cum Laude
Hathaway Brown School 2000 — 2011
Jordan Katz Jordan Katz's Morgan Stanley Experience June 2012 - July 2014
Job Associate at OMERS Private Equity
Industry Financial Services
Experience
OMERS Private Equity July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, Financial Analysis, Bloomberg, PowerPoint, Due Diligence, Private Equity, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2008 — 2012
B.S. in Economics, Finance
Lower Merion High School 2004 — 2008
OMERS Private Equity July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, Financial Analysis, Bloomberg, PowerPoint, Due Diligence, Private Equity, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2008 — 2012
B.S. in Economics, Finance
Lower Merion High School 2004 — 2008
Liz Golden Liz Golden's Morgan Stanley Experience June 2011 - June 2012
Job Strategy Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2012 - June 2014
Morgan Stanley June 2011 - June 2012
Education
Penn Engineering 2015 — 2016
Masters in Engineering
Wharton School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Joseph A. Wharton Fellow
Yale University 2007 — 2011
Bachelor of Arts (B.A.), Economics
J.P. Morgan June 2012 - June 2014
Morgan Stanley June 2011 - June 2012
Education
Penn Engineering 2015 — 2016
Masters in Engineering
Wharton School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Joseph A. Wharton Fellow
Yale University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Ben Levine Ben Levine's Morgan Stanley Experience June 2010 - July 2012
Job Policy Advisor at US Treasury
Industry Government Administration
Experience
US Treasury September 2012 - Present
Morgan Stanley June 2010 - July 2012
Congressional Oversight Panel July 2009 - August 2009
US Senate, Committee on Banking, Housing, and Urban Affairs June 2009 - July 2009
Education
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor of Science (B.S.), Economics, concentration in Business & Public Policy
Taylor Allderdice High School 2002 — 2006
US Treasury September 2012 - Present
Morgan Stanley June 2010 - July 2012
Congressional Oversight Panel July 2009 - August 2009
US Senate, Committee on Banking, Housing, and Urban Affairs June 2009 - July 2009
Education
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor of Science (B.S.), Economics, concentration in Business & Public Policy
Taylor Allderdice High School 2002 — 2006
Andrea Himmel's Morgan Stanley Experience 2005 - 2006
Job Investment Analyst at Sanders Capital
Industry Investment Management
Experience
Sanders Capital December 2009 - Present
Team SAT Champs January 2015 - August 2015
100 Women In Hedge Funds 2012 - 2015
Big Brothers Big Sisters 2008 - 2015
Brookfield Properties June 2008 - October 2009
Lubert Adler January 2007 - July 2007
Morgan Stanley 2005 - 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Due Diligence, Investments, Data Analysis, Asset Management, Analysis, Market Research, Private Equity, Corporate Finance, Microsoft Excel, Investment Banking, Research, Capital Markets, Oil & Gas Industry, Strategy, Energy, Commercial Real Estate, Equity Research, Leases, Real Estate, Management, Real Estate Economics, Portfolio Management, Economics, Finance, Investment Management, Mergers & Acquisitions, Financial Structuring, Investor Relations, Emerging Markets, Bloomberg, Hedge Funds, Business Valuation, DCF, Investment Strategies, Corporate Development, Funding, Bloomberg Terminal, Equities, Asset Allocation, Risk Management, Marketing, Equity Valuation, Acquisitions, Fixed Income, Project Finance, Leveraged Finance, Mutual Funds
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (BS), Real Estate, Finance
Horace Mann 1988 — 2004
Bachelor of Science (B.S.), Finance, Real Estate
Sanders Capital December 2009 - Present
Team SAT Champs January 2015 - August 2015
100 Women In Hedge Funds 2012 - 2015
Big Brothers Big Sisters 2008 - 2015
Brookfield Properties June 2008 - October 2009
Lubert Adler January 2007 - July 2007
Morgan Stanley 2005 - 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Due Diligence, Investments, Data Analysis, Asset Management, Analysis, Market Research, Private Equity, Corporate Finance, Microsoft Excel, Investment Banking, Research, Capital Markets, Oil & Gas Industry, Strategy, Energy, Commercial Real Estate, Equity Research, Leases, Real Estate, Management, Real Estate Economics, Portfolio Management, Economics, Finance, Investment Management, Mergers & Acquisitions, Financial Structuring, Investor Relations, Emerging Markets, Bloomberg, Hedge Funds, Business Valuation, DCF, Investment Strategies, Corporate Development, Funding, Bloomberg Terminal, Equities, Asset Allocation, Risk Management, Marketing, Equity Valuation, Acquisitions, Fixed Income, Project Finance, Leveraged Finance, Mutual Funds
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (BS), Real Estate, Finance
Horace Mann 1988 — 2004
Bachelor of Science (B.S.), Finance, Real Estate
Anastasia Lee Anastasia Lee's Morgan Stanley Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Wharton Small Business Development Center March 2014 - Present
J.P. Morgan June 2015 - July 2015
Plated June 2014 - August 2014
Bain & Company February 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Copy Editing, Digital Photography, Financial Modeling, Data Analysis, Strategy, Entrepreneurship, Leadership
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Economics (B.S.E), Finance, Entrepreneurship & Innovation
Morgan Stanley August 2015 - Present
Wharton Small Business Development Center March 2014 - Present
J.P. Morgan June 2015 - July 2015
Plated June 2014 - August 2014
Bain & Company February 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Copy Editing, Digital Photography, Financial Modeling, Data Analysis, Strategy, Entrepreneurship, Leadership
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Economics (B.S.E), Finance, Entrepreneurship & Innovation
Marc Weinstein Marc Weinstein's Morgan Stanley Experience August 2011 - September 2012
Job Entrepreneur, Teacher, Yogi
Industry Media Production
Experience
Leuven Media LLC March 2014 - Present
Advantage Testing March 2014 - Present
Yoga To The People February 2014 - Present
TINCO September 2012 - Present
Prime Social Group September 2012 - Present
Morgan Stanley August 2011 - September 2012
Jefferies & Company July 2010 - August 2011
Skills
DCF, LBO, Mergers, Company Presentations, Public Equity Offerings, Private Equity, Business Analysis, Financial Analysis, Financial Modeling, Financial Advisory, Financial Accounting, Financial Reporting, Strategy, Mergers & Acquisitions, Community Banking, Underwriting, Asset Management, Asset Based Lending, Regional Banks, Acquisitions, Valuation, Capital Markets
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BSc, Economics
Leuven Media LLC March 2014 - Present
Advantage Testing March 2014 - Present
Yoga To The People February 2014 - Present
TINCO September 2012 - Present
Prime Social Group September 2012 - Present
Morgan Stanley August 2011 - September 2012
Jefferies & Company July 2010 - August 2011
Skills
DCF, LBO, Mergers, Company Presentations, Public Equity Offerings, Private Equity, Business Analysis, Financial Analysis, Financial Modeling, Financial Advisory, Financial Accounting, Financial Reporting, Strategy, Mergers & Acquisitions, Community Banking, Underwriting, Asset Management, Asset Based Lending, Regional Banks, Acquisitions, Valuation, Capital Markets
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BSc, Economics
Daniel Kodner Daniel Kodner's Morgan Stanley Experience July 2009 - June 2010
Job Investment Professional
Industry Venture Capital & Private Equity
Experience
The Roxborough Group September 2013 - Present
Farallon Capital Management July 2010 - February 2013
Morgan Stanley July 2009 - June 2010
Morgan Stanley June 2008 - August 2008
Skills
Private Equity, Venture Capital, Investments, Valuation, Financial Analysis, Financial Modeling, Investment Properties, Real Estate Private..., Corporate Finance, Investment Banking
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance
John Burroughs School
The Roxborough Group September 2013 - Present
Farallon Capital Management July 2010 - February 2013
Morgan Stanley July 2009 - June 2010
Morgan Stanley June 2008 - August 2008
Skills
Private Equity, Venture Capital, Investments, Valuation, Financial Analysis, Financial Modeling, Investment Properties, Real Estate Private..., Corporate Finance, Investment Banking
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance
John Burroughs School
Leslie Knotts Leslie Knotts's Morgan Stanley Experience 2003 - January 2012
Job Executive MBA, University of Oxford Said Business School
Industry Financial Services
Experience
Morgan Stanley 2003 - January 2012
Goldman Sachs 2000 - 2002
Skills
Equities, Private Equity, Financial Modeling, Valuation, Financial Analysis, Emerging Markets, Project Management, Mergers & Acquisitions, Capital Markets, Investment Banking, Asset Management, Fixed Income, Business Development, Bloomberg, Leadership, Talent Management, Start-ups, Corporate Finance, Board Governance, Planning Budgeting &..., Hedge Funds, Venture Capital
Education
University of Oxford - Said Business School 2012 — 2013
Master of Business Administration (MBA)
University of Oxford - Said Business School 2010 — 2011
Master's Diploma in Financial Strategy
University of Pennsylvania - The Wharton School 2009 — 2010
Executive Program in Finance and Accounting
London School of Economics and Political Science 2002 — 2003
MSc, Economic History
Bryn Mawr College 1996 — 2000
BA, Economics and Political Science
Morgan Stanley 2003 - January 2012
Goldman Sachs 2000 - 2002
Skills
Equities, Private Equity, Financial Modeling, Valuation, Financial Analysis, Emerging Markets, Project Management, Mergers & Acquisitions, Capital Markets, Investment Banking, Asset Management, Fixed Income, Business Development, Bloomberg, Leadership, Talent Management, Start-ups, Corporate Finance, Board Governance, Planning Budgeting &..., Hedge Funds, Venture Capital
Education
University of Oxford - Said Business School 2012 — 2013
Master of Business Administration (MBA)
University of Oxford - Said Business School 2010 — 2011
Master's Diploma in Financial Strategy
University of Pennsylvania - The Wharton School 2009 — 2010
Executive Program in Finance and Accounting
London School of Economics and Political Science 2002 — 2003
MSc, Economic History
Bryn Mawr College 1996 — 2000
BA, Economics and Political Science
Dan Perrotti Dan Perrotti's Morgan Stanley Experience May 1984 - July 2002
Job Financial Advisor at Perrotti Partners Wealth Management
Industry Investment Management
Experience
Perrotti Partners Wealth Management May 2009 - Present
Smith Barney July 2002 - May 2009
Morgan Stanley May 1984 - July 2002
Metropolitan Life Insurance Co. 1979 - May 1984
US Navy 1975 - 1979
Skills
Wealth Management, Finance, Management, Investments, Retirement Planning, Financial Planning
Education
University of Pennsylvania - The Wharton School
Executive Education Program
University of Pennsylvania - The Wharton School
Bachelor's Degree, Business Administration
Perrotti Partners Wealth Management May 2009 - Present
Smith Barney July 2002 - May 2009
Morgan Stanley May 1984 - July 2002
Metropolitan Life Insurance Co. 1979 - May 1984
US Navy 1975 - 1979
Skills
Wealth Management, Finance, Management, Investments, Retirement Planning, Financial Planning
Education
University of Pennsylvania - The Wharton School
Executive Education Program
University of Pennsylvania - The Wharton School
Bachelor's Degree, Business Administration
Dan Perrotti Dan Perrotti's Morgan Stanley Experience 1984 - 2002
Job Financial Advisor at Perrotti Partners Wealth Management
Industry Financial Services
Experience
Perrotti Partners Wealth Management May 2009 - Present
Smith Barney July 2002 - May 2009
Morgan Stanley 1984 - 2002
Metropolitan 1980 - 1984
Education
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (B.B.A.)
Greenville Senior High School
Perrotti Partners Wealth Management May 2009 - Present
Smith Barney July 2002 - May 2009
Morgan Stanley 1984 - 2002
Metropolitan 1980 - 1984
Education
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (B.B.A.)
Greenville Senior High School
Jason Xiahou Jason Xiahou's Morgan Stanley Experience June 2013 - July 2015
Job Private Equity Associate at Francisco Partners
Industry Investment Banking
Experience
Francisco Partners July 2015 - Present
Morgan Stanley June 2013 - July 2015
Rothschild June 2012 - August 2012
Skills
Analytical Skills, Strategy, Financial Modeling, Data Analysis, Venture Capital, Restructuring, Investment Banking, Valuation, Capital IQ, Corporate Finance, LBO, Mergers, Bloomberg, PowerPoint, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics with Concentrations in Finance and Operations, Minor in Computer Science
Troy Athens High School 2005 — 2009
Francisco Partners July 2015 - Present
Morgan Stanley June 2013 - July 2015
Rothschild June 2012 - August 2012
Skills
Analytical Skills, Strategy, Financial Modeling, Data Analysis, Venture Capital, Restructuring, Investment Banking, Valuation, Capital IQ, Corporate Finance, LBO, Mergers, Bloomberg, PowerPoint, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics with Concentrations in Finance and Operations, Minor in Computer Science
Troy Athens High School 2005 — 2009
Andrew Feller Andrew Feller's Morgan Stanley Experience August 2002 - September 2004
Job Managing Director at Metalmark Capital
Industry Venture Capital & Private Equity
Experience
Metalmark Capital September 2004 - Present
Morgan Stanley August 2002 - September 2004
The Blackstone Group July 1998 - July 2000
Salomon Smith Barney August 1996 - July 1998
Skills
Private Equity, Growth Capital, LBO, Mergers & Acquisitions, Valuation, Corporate Finance, Financial Modeling, Investments, Asset Management, Financial Analysis, Corporate Development, Buyouts, Mezzanine, Private Placements, Deal Sourcing, M&A experience
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor's Degree, Finance
Horace Greeley
Metalmark Capital September 2004 - Present
Morgan Stanley August 2002 - September 2004
The Blackstone Group July 1998 - July 2000
Salomon Smith Barney August 1996 - July 1998
Skills
Private Equity, Growth Capital, LBO, Mergers & Acquisitions, Valuation, Corporate Finance, Financial Modeling, Investments, Asset Management, Financial Analysis, Corporate Development, Buyouts, Mezzanine, Private Placements, Deal Sourcing, M&A experience
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor's Degree, Finance
Horace Greeley
Charlie Serota Charlie Serota's Morgan Stanley Experience June 2014 - August 2014
Job Student at the Wharton School, University of Pennsylvania
Industry Investment Management
Experience
Rothschild June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Longview Asset Management Ltd. May 2013 - August 2013
Fishman Public Relations June 2012 - August 2012
Hu-Friedy Mfg. Co., LLC January 2012 - June 2012
Henry Schein June 2011 - June 2011
Skills
Leadership, Social Media Marketing, Marketing, Microsoft Excel, PowerPoint, Public Speaking, Public Relations, Data Analysis, Entrepreneurship, Social Media, Teamwork, Microsoft Office
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (BS), Economics
Glenbrook North High School 2008 — 2012
Wharton: Leadership in the Business World, Class of 2011 2011 — 2011
Summer Program, Finance, Operations in Management, Entrepreneurship, and Marketing
Rothschild June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Longview Asset Management Ltd. May 2013 - August 2013
Fishman Public Relations June 2012 - August 2012
Hu-Friedy Mfg. Co., LLC January 2012 - June 2012
Henry Schein June 2011 - June 2011
Skills
Leadership, Social Media Marketing, Marketing, Microsoft Excel, PowerPoint, Public Speaking, Public Relations, Data Analysis, Entrepreneurship, Social Media, Teamwork, Microsoft Office
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (BS), Economics
Glenbrook North High School 2008 — 2012
Wharton: Leadership in the Business World, Class of 2011 2011 — 2011
Summer Program, Finance, Operations in Management, Entrepreneurship, and Marketing
Federico Moncaleano Federico Moncaleano's Morgan Stanley Experience June 2011 - August 2011
Job Alternatives Specialist Latin America at BlackRock
Industry Financial Services
Experience
BlackRock January 2015 - Present
BlackRock August 2012 - January 2015
Morgan Stanley June 2011 - August 2011
Jardine Lloyd Thompson June 2008 - July 2008
Skills
Valuation, Investment Banking, Bloomberg, Financial Modeling, Fixed Income, Equities, Private Equity, Asset Allocation, Strategy, Microsoft Excel, Investments, Microsoft Office, Financial Analysis
Education
Wharton School, University of Pennsylvania 2008 — 2012
Bachelor of Science in Economics, Finance, Management
KBCS
BlackRock January 2015 - Present
BlackRock August 2012 - January 2015
Morgan Stanley June 2011 - August 2011
Jardine Lloyd Thompson June 2008 - July 2008
Skills
Valuation, Investment Banking, Bloomberg, Financial Modeling, Fixed Income, Equities, Private Equity, Asset Allocation, Strategy, Microsoft Excel, Investments, Microsoft Office, Financial Analysis
Education
Wharton School, University of Pennsylvania 2008 — 2012
Bachelor of Science in Economics, Finance, Management
KBCS
Ashim Midha Ashim Midha's Morgan Stanley Experience June 2013 - April 2015
Job Restructuring & Reorganization Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group May 2015 - Present
Morgan Stanley June 2013 - April 2015
Minyanville Media, Inc. October 2011 - December 2012
Morgan Stanley June 2012 - August 2012
NRG Energy 2010 - 2012
Skills
Energy, Commodity, Natural Gas, Analysis, Fixed Income, Pipelines, Petroleum
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BS), Economics - Finance, Decision Processes (OPIM)
Peddie School 2005 — 2009
The Blackstone Group May 2015 - Present
Morgan Stanley June 2013 - April 2015
Minyanville Media, Inc. October 2011 - December 2012
Morgan Stanley June 2012 - August 2012
NRG Energy 2010 - 2012
Skills
Energy, Commodity, Natural Gas, Analysis, Fixed Income, Pipelines, Petroleum
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BS), Economics - Finance, Decision Processes (OPIM)
Peddie School 2005 — 2009
Colin Dampier Colin Dampier's Morgan Stanley Experience June 2011 - August 2014
Job Associate at Mill Road Capital
Industry Venture Capital & Private Equity
Experience
Mill Road Capital August 2014 - Present
Morgan Stanley June 2011 - August 2014
LLR Partners June 2010 - July 2010
Langdon Ford Financial July 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science, Economics
Mill Road Capital August 2014 - Present
Morgan Stanley June 2011 - August 2014
LLR Partners June 2010 - July 2010
Langdon Ford Financial July 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science, Economics
Josh Gartland's Morgan Stanley Experience July 2006 - July 2007
Job Finance & Strategy at Square
Industry Internet
Experience
Square August 2014 - Present
TrialPay June 2013 - August 2014
TrialPay January 2013 - June 2013
TrialPay February 2012 - January 2013
Silver Lake August 2007 - July 2009
Morgan Stanley July 2006 - July 2007
Wachovia, A Wells Fargo Company 2004 - 2006
Skills
Financial Modeling, Due Diligence, Investments, Private Equity, LBO, Leveraged Finance, Debt, Investment Banking, Valuation, Financial Analysis, Equities, Corporate Finance, Stalking, Finance, Financial Structuring
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration, Major in MGMT
Vanderbilt University 2000 — 2004
BS, Engineering and Mathematics
Square August 2014 - Present
TrialPay June 2013 - August 2014
TrialPay January 2013 - June 2013
TrialPay February 2012 - January 2013
Silver Lake August 2007 - July 2009
Morgan Stanley July 2006 - July 2007
Wachovia, A Wells Fargo Company 2004 - 2006
Skills
Financial Modeling, Due Diligence, Investments, Private Equity, LBO, Leveraged Finance, Debt, Investment Banking, Valuation, Financial Analysis, Equities, Corporate Finance, Stalking, Finance, Financial Structuring
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration, Major in MGMT
Vanderbilt University 2000 — 2004
BS, Engineering and Mathematics
Charles Patten Charles Patten's Morgan Stanley Experience August 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley July 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Carlson Capital, L.P. May 2010 - August 2010
Skills
Investment Banking, Industrial Sector, M&A experience, LBO, High Yield, Financial Institutions, Financial Sponsors, Interest Rate..., Securitization, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BSc), Economics, Concentration in Finance, Magna Cum Laude
Greenhill School 2001 — 2009
Morgan Stanley August 2015 - Present
Morgan Stanley July 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Carlson Capital, L.P. May 2010 - August 2010
Skills
Investment Banking, Industrial Sector, M&A experience, LBO, High Yield, Financial Institutions, Financial Sponsors, Interest Rate..., Securitization, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BSc), Economics, Concentration in Finance, Magna Cum Laude
Greenhill School 2001 — 2009
Caleb Everett Caleb Everett's Morgan Stanley Experience 1995 - 1997
Job at Career College of California
Industry Education Management
Experience
Career College of California February 2010 - Present
CSE Capital, LLC 2007 - Present
Friedman Fleischer & Lowe 1999 - 2005
The Blackstone Group 1995 - 1997
Morgan Stanley 1995 - 1997
Skills
Recruiting, Venture Capital, Investment Banking, Management, Business Valuation, Corporate Development, Fundraising, Mergers, Strategic Planning, Due Diligence, Public Speaking, Leadership Development, Financial Modeling, Acquisition Integration, Business Strategy, LBO, Corporate Finance, Microsoft Excel, Start-ups, Staff Development, Team Building, Investments, PowerPoint, Financial Analysis, Private Equity, Equities, Strategy, Valuation, Leadership, Entrepreneurship, Management Consulting, Higher Education
Education
University of Pennsylvania - The Wharton School 1993 — 1995
BS, Economics
Career College of California February 2010 - Present
CSE Capital, LLC 2007 - Present
Friedman Fleischer & Lowe 1999 - 2005
The Blackstone Group 1995 - 1997
Morgan Stanley 1995 - 1997
Skills
Recruiting, Venture Capital, Investment Banking, Management, Business Valuation, Corporate Development, Fundraising, Mergers, Strategic Planning, Due Diligence, Public Speaking, Leadership Development, Financial Modeling, Acquisition Integration, Business Strategy, LBO, Corporate Finance, Microsoft Excel, Start-ups, Staff Development, Team Building, Investments, PowerPoint, Financial Analysis, Private Equity, Equities, Strategy, Valuation, Leadership, Entrepreneurship, Management Consulting, Higher Education
Education
University of Pennsylvania - The Wharton School 1993 — 1995
BS, Economics
Jack Hollihan Jack Hollihan's Morgan Stanley Experience 1986 - 2001
Job Executive Chairman at Litchfield Capital Holdings
Industry Financial Services
Experience
Javelin Mortgage Investment Corp 2012 - Present
ARMOUR Residential REIT, Inc. 2010 - Present
City Financial 2006 - Present
Litchfield Capital Holdings Inc. 2003 - Present
American Financial Realty Trust 2006 - 2008
Bank of America 2001 - 2003
Morgan Stanley 1986 - 2001
Skills
Investments, Non-Executive Director, Investment Banking, Hedge Funds, Private Equity, Equities, Alternative Investments, Asset Managment, Due Diligence
Education
University of Virginia School of Law
Wharton School, University of Pennsylvania
B.S., Finance
Javelin Mortgage Investment Corp 2012 - Present
ARMOUR Residential REIT, Inc. 2010 - Present
City Financial 2006 - Present
Litchfield Capital Holdings Inc. 2003 - Present
American Financial Realty Trust 2006 - 2008
Bank of America 2001 - 2003
Morgan Stanley 1986 - 2001
Skills
Investments, Non-Executive Director, Investment Banking, Hedge Funds, Private Equity, Equities, Alternative Investments, Asset Managment, Due Diligence
Education
University of Virginia School of Law
Wharton School, University of Pennsylvania
B.S., Finance
Dean Klevan Dean Klevan's Morgan Stanley Experience 1999 - 2002
Job Faculty at University of Miami
Industry Financial Services
Experience
University of Miami August 2013 - Present
Wynvale Financial Distributors LLC September 2012 - Present
Coral Gables Trust 2004 - Present
The International SeaKeepers Society March 2010 - October 2012
Morgan Stanley 1999 - 2002
Merrill Lynch 1988 - 1999
Citibank 1977 - 1988
Skills
Wealth Management..., Credit, Wealth Management, High Net Worth..., Banking, Alternative Investments, Portfolio Management, Finance, Financial Services, Asset Managment, Investments, Loans, Corporate Governance, Strategy, Private Banking, Mutual Funds, Equities, Insurance, Corporate Finance, Funding, Management, Asset Management, Fixed Income, Capital Markets, Estate Planning, Investment Advisory, Investment Management, Investment Strategies, Emerging Markets, FINRA, FX Options, Securities, Hedge Funds, Private Equity, Asset Allocation, Strategic Planning, Retirement Planning
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Finance
University of Pennsylvania - The Wharton School
BS, Economics
University of Miami August 2013 - Present
Wynvale Financial Distributors LLC September 2012 - Present
Coral Gables Trust 2004 - Present
The International SeaKeepers Society March 2010 - October 2012
Morgan Stanley 1999 - 2002
Merrill Lynch 1988 - 1999
Citibank 1977 - 1988
Skills
Wealth Management..., Credit, Wealth Management, High Net Worth..., Banking, Alternative Investments, Portfolio Management, Finance, Financial Services, Asset Managment, Investments, Loans, Corporate Governance, Strategy, Private Banking, Mutual Funds, Equities, Insurance, Corporate Finance, Funding, Management, Asset Management, Fixed Income, Capital Markets, Estate Planning, Investment Advisory, Investment Management, Investment Strategies, Emerging Markets, FINRA, FX Options, Securities, Hedge Funds, Private Equity, Asset Allocation, Strategic Planning, Retirement Planning
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Finance
University of Pennsylvania - The Wharton School
BS, Economics
Dana Baron's Morgan Stanley Experience December 2014 - Present
Job Chief Marketing Officer, Investment Products & Services, Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
Education
University of Pennsylvania - The Wharton School
BS
Morgan Stanley December 2014 - Present
Education
University of Pennsylvania - The Wharton School
BS
Alison LeMasters Barad's Morgan Stanley Experience 2000 - 2003
Job Director of Private Equity at The Gordon & Betty Moore Foundation
Industry Investment Management
Experience
Association of Hole in the Wall Camps 2003 - 2007
Morgan Stanley 2000 - 2003
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Venture Capital
Education
University of Pennsylvania - The Wharton School
Association of Hole in the Wall Camps 2003 - 2007
Morgan Stanley 2000 - 2003
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Venture Capital
Education
University of Pennsylvania - The Wharton School
Kimberly Kilbride's Morgan Stanley Experience July 1996 - July 1999
Job Investment Banking Professional
Industry Investment Banking
Experience
Cantor Fitzgerald June 2013 - August 2014
Jefferies & Company August 2009 - November 2012
Goldman Sachs July 2003 - February 2009
EastWest VentureGroup August 1999 - June 2001
Morgan Stanley July 1996 - July 1999
Skills
Venture Capital, Valuation, Private Equity, Mergers, Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Healthcare Industry, LBO, Restructuring, Equities, Leveraged Finance, Hedge Funds, Debt Restructuring, Fixed Income, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (M.B.A.), Accounting and Finance
Cantor Fitzgerald June 2013 - August 2014
Jefferies & Company August 2009 - November 2012
Goldman Sachs July 2003 - February 2009
EastWest VentureGroup August 1999 - June 2001
Morgan Stanley July 1996 - July 1999
Skills
Venture Capital, Valuation, Private Equity, Mergers, Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Healthcare Industry, LBO, Restructuring, Equities, Leveraged Finance, Hedge Funds, Debt Restructuring, Fixed Income, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (M.B.A.), Accounting and Finance
Darren Levy's Morgan Stanley Experience December 2010 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2010 - Present
Morgan Stanley December 2004 - December 2007
Skills
Fixed Income, Equities, Series 7, Capital Markets, Hedge Funds, Investment Banking, Derivatives, Alternative Investments, Series 63, Prime Brokerage, Portfolio Management, Trading Systems
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Bachelor Of Science
Morgan Stanley December 2010 - Present
Morgan Stanley December 2004 - December 2007
Skills
Fixed Income, Equities, Series 7, Capital Markets, Hedge Funds, Investment Banking, Derivatives, Alternative Investments, Series 63, Prime Brokerage, Portfolio Management, Trading Systems
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Bachelor Of Science
Bashir Ahmad's Morgan Stanley Experience 2005 - 2007
Job Equity Analyst at Cupps Capital Management
Industry Investment Management
Experience
Cupps Capital Management 2011 - Present
CapitalSpring 2008 - 2011
Morgan Stanley 2005 - 2007
JPMorgan 1999 - 2002
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Vassar College 1994 — 1998
BA, Majors in Biochemistry & Geology; Minor in Economics
Cupps Capital Management 2011 - Present
CapitalSpring 2008 - 2011
Morgan Stanley 2005 - 2007
JPMorgan 1999 - 2002
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Vassar College 1994 — 1998
BA, Majors in Biochemistry & Geology; Minor in Economics
Catherine Frey's Morgan Stanley Experience 2003 - 2005
Job Partner, Head of Credit Investment Solutions
Industry Investment Management
Experience
MatlinPatterson April 2013 - Present
Frey Capital Advisors, LLC 2005 - December 2012
Morgan Stanley 2003 - 2005
Bear Stearns 1993 - 2001
Donaldson, Lufkin & Jenrette March 1990 - March 1993
Drexel Burnham Lambert June 1989 - February 1990
Skills
Hedge Funds, Alternative Investments, High Yield, Capital Markets, Special Situations, Investment Banking, Private Equity, Investor Relations
Education
University of Pennsylvania - The Wharton School 1985 — 1989
B.S.E., Finance and international business
Bishop Ludden high school 1981 — 1985
MatlinPatterson April 2013 - Present
Frey Capital Advisors, LLC 2005 - December 2012
Morgan Stanley 2003 - 2005
Bear Stearns 1993 - 2001
Donaldson, Lufkin & Jenrette March 1990 - March 1993
Drexel Burnham Lambert June 1989 - February 1990
Skills
Hedge Funds, Alternative Investments, High Yield, Capital Markets, Special Situations, Investment Banking, Private Equity, Investor Relations
Education
University of Pennsylvania - The Wharton School 1985 — 1989
B.S.E., Finance and international business
Bishop Ludden high school 1981 — 1985
C. Sted Garber's Morgan Stanley Experience 2003 - 2005
Job Senior Investment Analyst at Annie E. Casey Foundation
Industry Investment Management
Experience
Annie E. Casey Foundation January 2011 - Present
FINCA International 2010 - January 2011
Quantum Energy Partners 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Private Equity, Equities, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Entrepreurial Management
Yale University 1999 — 2003
BA, Economics
Annie E. Casey Foundation January 2011 - Present
FINCA International 2010 - January 2011
Quantum Energy Partners 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Private Equity, Equities, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Entrepreurial Management
Yale University 1999 — 2003
BA, Economics
David Selvers's Morgan Stanley Experience July 1996 - July 1998
Job Managing Director at Conatus Capital Management LP
Industry Investment Management
Experience
Conatus Capital Management LP June 2013 - Present
Sigma Capital October 2009 - May 2013
Intrepid Capital Management August 2004 - May 2009
Intrepid Capital Management April 2001 - August 2004
Owenoke Capital Management December 1999 - April 2001
Tiger Management August 1998 - December 1999
Morgan Stanley July 1996 - July 1998
Skills
Hedge Funds, Portfolio Management, Investments, Asset Management, Equity Research, Equities, Valuation, Financial Modeling, Investment Banking, Stock Picking, Equity Valuation, Alternative Investments, Value Investing, Bloomberg, Capital Markets, Buy-side, Due Diligence, Investment Management, Securities, Special Situations
Education
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (BSc), Economics
Conatus Capital Management LP June 2013 - Present
Sigma Capital October 2009 - May 2013
Intrepid Capital Management August 2004 - May 2009
Intrepid Capital Management April 2001 - August 2004
Owenoke Capital Management December 1999 - April 2001
Tiger Management August 1998 - December 1999
Morgan Stanley July 1996 - July 1998
Skills
Hedge Funds, Portfolio Management, Investments, Asset Management, Equity Research, Equities, Valuation, Financial Modeling, Investment Banking, Stock Picking, Equity Valuation, Alternative Investments, Value Investing, Bloomberg, Capital Markets, Buy-side, Due Diligence, Investment Management, Securities, Special Situations
Education
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (BSc), Economics
Blake Schmidt's Morgan Stanley Experience July 2009 - February 2012
Job Portfolio Manager at Prologue Capital
Industry Financial Services
Experience
Prologue Capital January 2013 - Present
Field Street Capital Managment February 2012 - December 2012
Morgan Stanley July 2009 - February 2012
Barclays Bank September 2008 - June 2009
Lehman Brothers December 2007 - September 2008
Bear Stearns May 2003 - May 2007
Credit Suisse First Boston May 2000 - May 2003
Salomon Brothers August 1996 - May 2000
Skills
Trading, Equities, Options, Capital Markets, Rates, Management, Risk Management, Portfolio Management, Fixed Income, Volatility, Hedge Funds, Traders, Derivatives, Investments, Alternative Investments, Financial Markets, FX Options, Interest Rates
Education
University of Pennsylvania - The Wharton School 1995 — 1996
MBA, Finance, Real Estate
University of Wisconsin-Madison - School of Business 1988 — 1992
Bachelors of business administration, Finance / Accounting
Prologue Capital January 2013 - Present
Field Street Capital Managment February 2012 - December 2012
Morgan Stanley July 2009 - February 2012
Barclays Bank September 2008 - June 2009
Lehman Brothers December 2007 - September 2008
Bear Stearns May 2003 - May 2007
Credit Suisse First Boston May 2000 - May 2003
Salomon Brothers August 1996 - May 2000
Skills
Trading, Equities, Options, Capital Markets, Rates, Management, Risk Management, Portfolio Management, Fixed Income, Volatility, Hedge Funds, Traders, Derivatives, Investments, Alternative Investments, Financial Markets, FX Options, Interest Rates
Education
University of Pennsylvania - The Wharton School 1995 — 1996
MBA, Finance, Real Estate
University of Wisconsin-Madison - School of Business 1988 — 1992
Bachelors of business administration, Finance / Accounting
Andrew Komery's Morgan Stanley Experience July 2006 - July 2008
Job Portfolio Manager at D. E. Shaw & Co.
Industry Investment Management
Experience
D. E. Shaw & Co. May 2011 - Present
Perry Capital August 2008 - April 2011
Morgan Stanley July 2006 - July 2008
Education
University of Pennsylvania - The Wharton School 2002 — 2006
D. E. Shaw & Co. May 2011 - Present
Perry Capital August 2008 - April 2011
Morgan Stanley July 2006 - July 2008
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Audrey Lok, CPA's Morgan Stanley Experience September 2012 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
Morgan Stanley March 2012 - September 2012
Goldman Sachs 2005 - 2012
JPMorgan Chase 1995 - 2005
Skills
- Expense management on..., - Pricing strategy on..., - TCO costs of..., - Resource expenses..., - Financial mgmt and...
Education
University of Pennsylvania - The Wharton School 1990 — 1993
Bachelor of Science (BS)
Stuyvesant High School
Morgan Stanley September 2012 - Present
Morgan Stanley March 2012 - September 2012
Goldman Sachs 2005 - 2012
JPMorgan Chase 1995 - 2005
Skills
- Expense management on..., - Pricing strategy on..., - TCO costs of..., - Resource expenses..., - Financial mgmt and...
Education
University of Pennsylvania - The Wharton School 1990 — 1993
Bachelor of Science (BS)
Stuyvesant High School
Cristin Dalecki's Morgan Stanley Experience March 2008 - May 2010
Job Vice President, Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs May 2010 - Present
Morgan Stanley March 2008 - May 2010
Bear Stearns March 2005 - March 2008
Skills
Series 7, Equities, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Series 63, Asset Allocation, Wealth Management, Portfolio Management, Alternative Investments, Derivatives, Mutual Funds, Options, Series 65, Investment Strategies, Equity Derivatives, Wealth Management..., Structured Products, Investment Management, Asset Management, Private Equity, Bonds, Securities, Equity Trading, Investment Advisory, Investments, Financial Markets, ETFs, FX Options, Private Banking, High Net Worth..., Retirement Planning, Fund Of Funds, Trading, Equity Research
Education
New York University 2011 — 2014
MBA, Finance, General
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Economics
Goldman Sachs May 2010 - Present
Morgan Stanley March 2008 - May 2010
Bear Stearns March 2005 - March 2008
Skills
Series 7, Equities, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Series 63, Asset Allocation, Wealth Management, Portfolio Management, Alternative Investments, Derivatives, Mutual Funds, Options, Series 65, Investment Strategies, Equity Derivatives, Wealth Management..., Structured Products, Investment Management, Asset Management, Private Equity, Bonds, Securities, Equity Trading, Investment Advisory, Investments, Financial Markets, ETFs, FX Options, Private Banking, High Net Worth..., Retirement Planning, Fund Of Funds, Trading, Equity Research
Education
New York University 2011 — 2014
MBA, Finance, General
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Economics
ellen hannah's Morgan Stanley Experience 1982 - 1988
Job Independent Education Management Professional
Industry Education Management
Experience
morgan stanley 1982 - 1988
Education
University of Pennsylvania - The Wharton School 1980 — 1982
morgan stanley 1982 - 1988
Education
University of Pennsylvania - The Wharton School 1980 — 1982
Catherine Klinchuch's Morgan Stanley Experience September 2014 - Present
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Evercore March 2013 - September 2014
KBW October 2010 - March 2013
Green Street Advisors 2009 - 2010
Barclays July 2008 - August 2009
Skills
Financial Modeling, Equities, Financial Analysis, Equity Research, Investment Banking, Valuation, Bloomberg, Private Equity, Corporate Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (BS), Finance, Accounting
Morgan Stanley September 2014 - Present
Evercore March 2013 - September 2014
KBW October 2010 - March 2013
Green Street Advisors 2009 - 2010
Barclays July 2008 - August 2009
Skills
Financial Modeling, Equities, Financial Analysis, Equity Research, Investment Banking, Valuation, Bloomberg, Private Equity, Corporate Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (BS), Finance, Accounting
Elizabeth Groo, CFA's Morgan Stanley Experience 1995 - 1997
Job Loan Portfolio Management at Citi
Industry Financial Services
Experience
Pipeline Fellowship February 2015 - Present
Citi July 2012 - Present
Stevens Cooperative School July 2011 - Present
Citigroup July 2010 - July 2012
WestLB June 2009 - June 2010
WestLB 2004 - June 2009
UBS 2003 - 2003
Salomon Smith Barney 1999 - 2003
Morgan Stanley 1995 - 1997
CDC Securities 1994 - 1995
Skills
Credit Trading, CDS, Loans, Portfolio Management, Leveraged Finance, Credit, Banking, Research, Fixed Income
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Rhode Island 1990 — 1994
B.A.
Pipeline Fellowship February 2015 - Present
Citi July 2012 - Present
Stevens Cooperative School July 2011 - Present
Citigroup July 2010 - July 2012
WestLB June 2009 - June 2010
WestLB 2004 - June 2009
UBS 2003 - 2003
Salomon Smith Barney 1999 - 2003
Morgan Stanley 1995 - 1997
CDC Securities 1994 - 1995
Skills
Credit Trading, CDS, Loans, Portfolio Management, Leveraged Finance, Credit, Banking, Research, Fixed Income
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Rhode Island 1990 — 1994
B.A.
Kate Jonas's Morgan Stanley Experience 1985 - 1996
Job Managing Director at BlackRock Financial Management
Industry Financial Services
Experience
BlackRock Financial Management April 2011 - Present
BlackRock 2000 - Present
AQR Capital Management 2007 - 2008
JP Morgan Asset Management 1997 - 2000
Morgan Stanley 1985 - 1996
Skills
Defined Contribution, Series 7, Series 63, 401k, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Pensions, Investments
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (MBA)
Niskayuna High School
Smith College
AB, Government and American Studies
BlackRock Financial Management April 2011 - Present
BlackRock 2000 - Present
AQR Capital Management 2007 - 2008
JP Morgan Asset Management 1997 - 2000
Morgan Stanley 1985 - 1996
Skills
Defined Contribution, Series 7, Series 63, 401k, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Pensions, Investments
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (MBA)
Niskayuna High School
Smith College
AB, Government and American Studies
Leah Gologorsky, CFA's Morgan Stanley Experience June 2008 - January 2012
Job Risk Management Professional
Industry Financial Services
Experience
Bank of America July 2014 - Present
Santander US July 2013 - June 2014
Morgan Stanley Wealth Management January 2013 - June 2013
Morgan Stanley Wealth Management February 2012 - January 2013
Morgan Stanley June 2008 - January 2012
Lehman Brothers July 2007 - May 2008
Skills
Fixed Income Products, Retail Lending Products, Market Risk Management, Risk Management, Fixed Income, Derivatives, Equities, Capital Markets, Credit, Financial Risk, Market Risk, Wealth Management, Hedge Funds, Enterprise Risk..., Investment Banking, Banking, Financial Modeling, Trading, Valuation
Education
University of Pennsylvania - The Wharton School 2003 — 2007
B.S., Economics (Concentrations in Finance and Accounting)
Bank of America July 2014 - Present
Santander US July 2013 - June 2014
Morgan Stanley Wealth Management January 2013 - June 2013
Morgan Stanley Wealth Management February 2012 - January 2013
Morgan Stanley June 2008 - January 2012
Lehman Brothers July 2007 - May 2008
Skills
Fixed Income Products, Retail Lending Products, Market Risk Management, Risk Management, Fixed Income, Derivatives, Equities, Capital Markets, Credit, Financial Risk, Market Risk, Wealth Management, Hedge Funds, Enterprise Risk..., Investment Banking, Banking, Financial Modeling, Trading, Valuation
Education
University of Pennsylvania - The Wharton School 2003 — 2007
B.S., Economics (Concentrations in Finance and Accounting)
Brian Mattioni's Morgan Stanley Experience May 1997 - May 2002
Job Managing Director Global Markets Compliance
Industry Financial Services
Experience
Bank of America May 2004 - Present
BNY Mellon May 2002 - May 2004
Morgan Stanley May 1997 - May 2002
Education
University of Pennsylvania - The Wharton School
B.S. in Economics, Finance
Bank of America May 2004 - Present
BNY Mellon May 2002 - May 2004
Morgan Stanley May 1997 - May 2002
Education
University of Pennsylvania - The Wharton School
B.S. in Economics, Finance
Daniel Fontecilla's Morgan Stanley Experience June 2007 - February 2009
Job at
Industry Investment Management
Experience
Balyasny Asset Management L.P. December 2014 - Present
Maplelane Capital January 2014 - October 2014
Karsch Capital Management February 2009 - September 2013
Morgan Stanley June 2007 - February 2009
Education
University of Pennsylvania - The Wharton School 2003 — 2007
FInance, Finance
Balyasny Asset Management L.P. December 2014 - Present
Maplelane Capital January 2014 - October 2014
Karsch Capital Management February 2009 - September 2013
Morgan Stanley June 2007 - February 2009
Education
University of Pennsylvania - The Wharton School 2003 — 2007
FInance, Finance
Dominick DiBona, CIMA's Morgan Stanley Experience June 2000 - May 2008
Job Senior Vice President, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. May 2008 - Present
Morgan Stanley June 2000 - May 2008
Smith Barney October 1993 - May 2000
Prudential Securities May 1987 - October 1993
Education
University of Pennsylvania - The Wharton School 2002 — 2002
CIMA
Bernard M. Baruch College, City University NY 1980 — 1983
MBA, Finance
Bernard M. Baruch College, City University NY 1975 — 1979
Bachelor's Degree, Accounting
Brooklyn Technical High School 1971 — 1975
High School
UBS Financial Services Inc. May 2008 - Present
Morgan Stanley June 2000 - May 2008
Smith Barney October 1993 - May 2000
Prudential Securities May 1987 - October 1993
Education
University of Pennsylvania - The Wharton School 2002 — 2002
CIMA
Bernard M. Baruch College, City University NY 1980 — 1983
MBA, Finance
Bernard M. Baruch College, City University NY 1975 — 1979
Bachelor's Degree, Accounting
Brooklyn Technical High School 1971 — 1975
High School
Jason Psirogianes's Morgan Stanley Experience May 2009 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2009 - Present
JPMorgan Chase October 2008 - May 2009
Lehman Brothers June 1991 - September 2008
Lehman Brothers 1991 - 2008
Lehman Brothers 1991 - 2008
Skills
Mutual Funds, Fixed Income, Capital Markets, Trading, Credit, Equities, Series 7, Hedging, Money Market, Structured Products, Derivatives, Investment Banking, Bonds, Hedge Funds, Portfolio Management, Funding, FX Options, Alternative Investments, Trading Strategies, Bloomberg
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BSE, Finance
Indian Hills 1982 — 1986
Morgan Stanley May 2009 - Present
JPMorgan Chase October 2008 - May 2009
Lehman Brothers June 1991 - September 2008
Lehman Brothers 1991 - 2008
Lehman Brothers 1991 - 2008
Skills
Mutual Funds, Fixed Income, Capital Markets, Trading, Credit, Equities, Series 7, Hedging, Money Market, Structured Products, Derivatives, Investment Banking, Bonds, Hedge Funds, Portfolio Management, Funding, FX Options, Alternative Investments, Trading Strategies, Bloomberg
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BSE, Finance
Indian Hills 1982 — 1986
David Schell's Morgan Stanley Experience 2010 - 2011
Job Executive Director at UBS Investment Bank
Industry Commercial Real Estate
Experience
UBS Investment Bank June 2011 - Present
Morgan Stanley 2010 - 2011
Credit Suisse 2009 - 2010
NewOak Capital 2008 - 2009
Barclays Capital 2008 - 2008
Lehman Brothers 2005 - 2008
Skills
CMBS, Valuation, Due Diligence, Capital Markets, Real Estate Economics, Financial Modeling, Fixed Income, MBS, CDO, Securitization, Financial Structuring, Equities, Private Equity, Structured Finance, Mezzanine, Bloomberg, Structured Products, Portfolio Management, Credit, Investments, Investment Banking, Real Estate Financing, ABS, Asset Management, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2001 — 2004
UBS Investment Bank June 2011 - Present
Morgan Stanley 2010 - 2011
Credit Suisse 2009 - 2010
NewOak Capital 2008 - 2009
Barclays Capital 2008 - 2008
Lehman Brothers 2005 - 2008
Skills
CMBS, Valuation, Due Diligence, Capital Markets, Real Estate Economics, Financial Modeling, Fixed Income, MBS, CDO, Securitization, Financial Structuring, Equities, Private Equity, Structured Finance, Mezzanine, Bloomberg, Structured Products, Portfolio Management, Credit, Investments, Investment Banking, Real Estate Financing, ABS, Asset Management, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2001 — 2004
Gregory Rutherford's Morgan Stanley Experience 2004 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2004 - Present
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Wesleyan University 1994 — 1998
BA
Morgan Stanley 2004 - Present
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Wesleyan University 1994 — 1998
BA
Christopher Vojta's Morgan Stanley Experience 1987 - 1989
Job CEO and President at Upton Hill
Industry Hospital & Health Care
Experience
Upton Hill, LLC December 2012 - Present
Vojta & Associates August 2011 - Present
Ingenix April 2010 - January 2012
Wyeth 2009 - April 2010
Deloitte January 2007 - December 2008
UnitedHealth Group 2004 - 2007
CIGNA 2002 - 2004
University Of Pennsyvania 1998 - 1999
Morgan Stanley 1987 - 1989
Skills
Healthcare, Program Management, Leadership, Medicine, Health Policy, Management, Business Development, Disease Management, Business Analysis, Consulting, New Business Development, Quality Assurance, Managed Care, Healthcare Information..., Healthcare Consulting, Mergers & Acquisitions, Healthcare Management, Healthcare Industry, Cross-functional Team..., Strategic Planning, Strategy, Medicare, Change Management, Data Analysis, Start-ups, Project Management, Management Consulting, Clinical Research, Business Process..., Process Improvement, Medicaid, Physicians
Education
University of Pennsylvania School of Medicine 1997 — 2000
MSCE, Epidemiology
University of Pennsylvania School of Medicine 1991 — 1995
MD, Medicine
University of Pennsylvania - The Wharton School 1990 — 1995
MBA, Health Care
Yale University 1982 — 1986
BA, International Relations
Bronxville High School 1979 — 1982
High School
Upton Hill, LLC December 2012 - Present
Vojta & Associates August 2011 - Present
Ingenix April 2010 - January 2012
Wyeth 2009 - April 2010
Deloitte January 2007 - December 2008
UnitedHealth Group 2004 - 2007
CIGNA 2002 - 2004
University Of Pennsyvania 1998 - 1999
Morgan Stanley 1987 - 1989
Skills
Healthcare, Program Management, Leadership, Medicine, Health Policy, Management, Business Development, Disease Management, Business Analysis, Consulting, New Business Development, Quality Assurance, Managed Care, Healthcare Information..., Healthcare Consulting, Mergers & Acquisitions, Healthcare Management, Healthcare Industry, Cross-functional Team..., Strategic Planning, Strategy, Medicare, Change Management, Data Analysis, Start-ups, Project Management, Management Consulting, Clinical Research, Business Process..., Process Improvement, Medicaid, Physicians
Education
University of Pennsylvania School of Medicine 1997 — 2000
MSCE, Epidemiology
University of Pennsylvania School of Medicine 1991 — 1995
MD, Medicine
University of Pennsylvania - The Wharton School 1990 — 1995
MBA, Health Care
Yale University 1982 — 1986
BA, International Relations
Bronxville High School 1979 — 1982
High School
Fred Steinberg's Morgan Stanley Experience May 2008 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2008 - Present
Lehman Brothers 1993 - 2008
Prudential Securities 1991 - 1993
Aurthur Andersen LLP 1986 - 1991
Skills
Fixed Income, Capital Markets, Private Equity, Hedge Funds, Investment Banking
Education
University of Pennsylvania - The Wharton School 1982 — 1986
Economics, Accounting and Finance
Morgan Stanley May 2008 - Present
Lehman Brothers 1993 - 2008
Prudential Securities 1991 - 1993
Aurthur Andersen LLP 1986 - 1991
Skills
Fixed Income, Capital Markets, Private Equity, Hedge Funds, Investment Banking
Education
University of Pennsylvania - The Wharton School 1982 — 1986
Economics, Accounting and Finance
Burnett Hansen's Morgan Stanley Experience 1995 - 1999
Job Senior Vice President at Silvercrest Asset Management
Industry Investment Management
Experience
Silvercrest Asset Management 2007 - Present
Credit Suisse 2002 - 2006
First Manhattan Co. 1999 - 2002
Morgan Stanley 1995 - 1999
Price Waterhouse Management Consultants 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Equity Research, Equities, Fixed Income, Investment Strategies, Investments, Portfolio Management, Asset Allocation, Valuation, Asset Managment, Bloomberg, Asset Management, Private Equity, Financial Modeling, Wealth Management, Series 7, Capital Markets, Financial Analysis, Securities, Mutual Funds, Investment Management, Wealth Management..., ETFs, Fund Of Funds, Hedging, Trading, Financial Services, Bonds, Equity Valuation, Series 63, Investment Advisory, Equity Trading, Derivatives, Investor Relations, High Yield, Investment Banking
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
Yale University
BA
North Yarmouth Academy
Silvercrest Asset Management 2007 - Present
Credit Suisse 2002 - 2006
First Manhattan Co. 1999 - 2002
Morgan Stanley 1995 - 1999
Price Waterhouse Management Consultants 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Equity Research, Equities, Fixed Income, Investment Strategies, Investments, Portfolio Management, Asset Allocation, Valuation, Asset Managment, Bloomberg, Asset Management, Private Equity, Financial Modeling, Wealth Management, Series 7, Capital Markets, Financial Analysis, Securities, Mutual Funds, Investment Management, Wealth Management..., ETFs, Fund Of Funds, Hedging, Trading, Financial Services, Bonds, Equity Valuation, Series 63, Investment Advisory, Equity Trading, Derivatives, Investor Relations, High Yield, Investment Banking
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
Yale University
BA
North Yarmouth Academy
G. Kurt von Uffel's Morgan Stanley Experience October 1989 - March 2004
Job Sales Director at ELX Futures
Industry Financial Services
Experience
ELX Futures Sales DirectorELX Futures, L.P.
Nomura Securities International March 2004 - April 2007
Morgan Stanley October 1989 - March 2004
Education
University of Pennsylvania - The Wharton School 1977 — 1981
B.S. Economics, Management
ELX Futures Sales DirectorELX Futures, L.P.
Nomura Securities International March 2004 - April 2007
Morgan Stanley October 1989 - March 2004
Education
University of Pennsylvania - The Wharton School 1977 — 1981
B.S. Economics, Management
Cameron Burns's Morgan Stanley Experience 1990 - 2006
Job Executive Vice President & Principal at Bradley, Foster & Sargent, Inc.
Industry Investment Management
Experience
Bradley, Foster & Sargent, Inc. 2011 - Present
The Johnson Company 2009 - 2010
Silvercrest Asset Management 2006 - 2009
Morgan Stanley 1990 - 2006
Skills
Investments, Alternative Investments, Hedge Funds, Asset Managment, Portfolio Management, Asset Management, Valuation, Wealth Management, Asset Allocation, Equity Research, Equities
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
Williams College 1981 — 1985
1985
Milton Academy
Milton Academy
Bradley, Foster & Sargent, Inc. 2011 - Present
The Johnson Company 2009 - 2010
Silvercrest Asset Management 2006 - 2009
Morgan Stanley 1990 - 2006
Skills
Investments, Alternative Investments, Hedge Funds, Asset Managment, Portfolio Management, Asset Management, Valuation, Wealth Management, Asset Allocation, Equity Research, Equities
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
Williams College 1981 — 1985
1985
Milton Academy
Milton Academy
Bill Pecoriello's Morgan Stanley Experience August 2001 - January 2009
Job Entrepreneur, consumer industry expert, data analytics, food and beverage industry, financial services, nonprofits
Industry Consumer Goods
Experience
GuestMetrics, LLC. January 2011 - Present
ConsumerEdge Research LLC February 2009 - Present
It's All Good Food Co August 2015 - Present
Blackbox Intelligence October 2011 - Present
Morgan Stanley August 2001 - January 2009
Sanford C. Bernstein January 1996 - August 2001
Mars & Co 1991 - 1995
Skills
Strategy, Management, Marketing Strategy, Mergers & Acquisitions, Business Strategy, Strategic Planning, Competitive Analysis, Analytics, Consulting, Sales, Business Development, Business Intelligence, Customer Insight, Due Diligence, Emerging Markets, Equities, Equity Research, Financial Modeling, Forecasting, Investments, Management Consulting
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance, Strategy
GuestMetrics, LLC. January 2011 - Present
ConsumerEdge Research LLC February 2009 - Present
It's All Good Food Co August 2015 - Present
Blackbox Intelligence October 2011 - Present
Morgan Stanley August 2001 - January 2009
Sanford C. Bernstein January 1996 - August 2001
Mars & Co 1991 - 1995
Skills
Strategy, Management, Marketing Strategy, Mergers & Acquisitions, Business Strategy, Strategic Planning, Competitive Analysis, Analytics, Consulting, Sales, Business Development, Business Intelligence, Customer Insight, Due Diligence, Emerging Markets, Equities, Equity Research, Financial Modeling, Forecasting, Investments, Management Consulting
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance, Strategy
Donald Carson's Morgan Stanley Experience July 2002 - January 2007
Job Senior Vice President at Eastdil Secured
Industry Real Estate
Experience
Eastdil Secured May 2011 - Present
Future Systems January 2008 - July 2008
Office for Metropolitan Architecture September 2007 - December 2007
Morgan Stanley July 2002 - January 2007
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Real Estate, Finance
University of Pennsylvania - School of Design 2008 — 2011
Master's in City Planning, Public Private Development
Yale University 1998 — 2002
BA, English
Eastdil Secured May 2011 - Present
Future Systems January 2008 - July 2008
Office for Metropolitan Architecture September 2007 - December 2007
Morgan Stanley July 2002 - January 2007
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Real Estate, Finance
University of Pennsylvania - School of Design 2008 — 2011
Master's in City Planning, Public Private Development
Yale University 1998 — 2002
BA, English
Brian Kilczewski's Morgan Stanley Experience April 2010 - April 2012
Job Branch Manager | First Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2014 - Present
Ziegler Wealth Management April 2013 - March 2014
Ameriprise Financial Services, Inc. April 2012 - March 2013
Morgan Stanley April 2010 - April 2012
H&R Block Financial Advisors 1993 - 2010
Skills
Recruiting, Business Development, Sales Management, Change Management, Finance, Financial Services, Asset Allocation, Financial Advisory, Fixed Annuities, Fixed Income, Bonds, Insurance, Florida Health, Life &...
Education
University of Pennsylvania - The Wharton School 2003 — 2003
Executive Leadership Program
Wells Fargo Advisors, LLC March 2014 - Present
Ziegler Wealth Management April 2013 - March 2014
Ameriprise Financial Services, Inc. April 2012 - March 2013
Morgan Stanley April 2010 - April 2012
H&R Block Financial Advisors 1993 - 2010
Skills
Recruiting, Business Development, Sales Management, Change Management, Finance, Financial Services, Asset Allocation, Financial Advisory, Fixed Annuities, Fixed Income, Bonds, Insurance, Florida Health, Life &...
Education
University of Pennsylvania - The Wharton School 2003 — 2003
Executive Leadership Program
Catherine Nelson's Morgan Stanley Experience September 1997 - November 2002
Job Senior Equity Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management February 2003 - Present
Morgan Stanley September 1997 - November 2002
Skills
Equities, Equity Research, Hedge Funds, Asset Management, Derivatives, Alternative Investments, Fixed Income, Bloomberg, Valuation, Investments
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Columbia Management February 2003 - Present
Morgan Stanley September 1997 - November 2002
Skills
Equities, Equity Research, Hedge Funds, Asset Management, Derivatives, Alternative Investments, Fixed Income, Bloomberg, Valuation, Investments
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Jason Fritz's Morgan Stanley Experience July 2003 - May 2008
Job Partner & Chief Operating Officer
Industry Investment Management
Experience
Jet Capital Management January 2009 - Present
Morgan Stanley July 2003 - May 2008
Deutsche Bank February 2000 - May 2003
Bear Stearns February 1998 - February 2000
Solomon Smith Barney January 1994 - January 1998
Education
University of Pennsylvania Law School 1988 — 1991
JD
University of Pennsylvania - The Wharton School 1984 — 1988
B.S., Economics
Jet Capital Management January 2009 - Present
Morgan Stanley July 2003 - May 2008
Deutsche Bank February 2000 - May 2003
Bear Stearns February 1998 - February 2000
Solomon Smith Barney January 1994 - January 1998
Education
University of Pennsylvania Law School 1988 — 1991
JD
University of Pennsylvania - The Wharton School 1984 — 1988
B.S., Economics
Lloyd Eason's Morgan Stanley Experience 1985 - 1987
Job Chief Operating Officer
Industry Real Estate
Experience
PNC July 2012 - Present
Kelly Capital April 2011 - July 2012
Md7, LLC November 2009 - February 2011
Bluecoat Continental Holdings LLC 2006 - 2009
Credit Suisse First Boston June 1994 - August 2005
Morgan Stanley 1985 - 1987
Skills
Management, Investments, Financial Modeling, Financial Analysis, Finance, Due Diligence, Capital Markets, Asset Managment, Asset Management
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
PNC July 2012 - Present
Kelly Capital April 2011 - July 2012
Md7, LLC November 2009 - February 2011
Bluecoat Continental Holdings LLC 2006 - 2009
Credit Suisse First Boston June 1994 - August 2005
Morgan Stanley 1985 - 1987
Skills
Management, Investments, Financial Modeling, Financial Analysis, Finance, Due Diligence, Capital Markets, Asset Managment, Asset Management
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
Jason Da Rosa's Morgan Stanley Experience September 2008 - November 2008
Job MBA Candidate at The Wharton School
Industry Higher Education
Experience
American Securities July 2014 - June 2015
American Securities August 2012 - June 2014
Deutsche Bank July 2010 - August 2012
Nomura June 2009 - August 2009
Morgan Stanley September 2008 - November 2008
Lehman Brothers June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (BS), Finance, Accounting, Management
American Securities July 2014 - June 2015
American Securities August 2012 - June 2014
Deutsche Bank July 2010 - August 2012
Nomura June 2009 - August 2009
Morgan Stanley September 2008 - November 2008
Lehman Brothers June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (BS), Finance, Accounting, Management
Esther Mills's Morgan Stanley Experience 2006 - 2009
Job President, Accounting Policy Plus
Industry Accounting
Experience
Accounting Policy Plus 2009 - Present
Morgan Stanley 2006 - 2009
Merrill Lynch 2000 - 2006
JPMorgan Chase 1994 - 1998
JPMorgan Chase 1994 - 1998
KPMG 1985 - 1994
Skills
Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Analysis, Internal Controls, Capital Markets, Corporate Finance
Education
University of Pennsylvania - The Wharton School
BS, Finance, Accounting
Accounting Policy Plus 2009 - Present
Morgan Stanley 2006 - 2009
Merrill Lynch 2000 - 2006
JPMorgan Chase 1994 - 1998
JPMorgan Chase 1994 - 1998
KPMG 1985 - 1994
Skills
Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Analysis, Internal Controls, Capital Markets, Corporate Finance
Education
University of Pennsylvania - The Wharton School
BS, Finance, Accounting
Margaret Chidothe's Morgan Stanley Experience August 2012 - May 2015
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
Morgan Stanley August 2012 - May 2015
Morgan Stanley July 2011 - July 2012
Skills
Bloomberg, Valuation, Financial Modeling, Fixed Income, Derivatives, Investment Banking, Capital Markets, Hedge Funds, Emerging Markets, Research
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Arundel School
Li Po Chun
Morgan Stanley August 2012 - May 2015
Morgan Stanley July 2011 - July 2012
Skills
Bloomberg, Valuation, Financial Modeling, Fixed Income, Derivatives, Investment Banking, Capital Markets, Hedge Funds, Emerging Markets, Research
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Arundel School
Li Po Chun
Cheyenne Sparrow's Morgan Stanley Experience July 2010 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2010 - Present
BlackRock September 2009 - June 2010
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Morgan Stanley July 2010 - Present
BlackRock September 2009 - June 2010
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Edwin J. Foster Jr.'s Morgan Stanley Experience May 2002 - August 2002
Job Attorney at Wachtell, Lipton, Rosen & Katz
Industry Law Practice
Experience
Wachtell, Lipton, Rosen & Katz May 2007 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2006 - August 2006
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2005 - August 2005
Teach For America May 2004 - May 2005
Yale University Department of Political Science May 2003 - May 2004
Morgan Stanley May 2002 - August 2002
Education
University of Pennsylvania Law School 2005 — 2008
Doctor of Law (J.D.)
University of Pennsylvania - The Wharton School 2005 — 2008
Business and Public Policy
Yale University 2001 — 2005
Bachelor of Arts (B.A.), Political Science and American Government
Germantown High School (Philadelphia, PA)
Class of 2001
Wachtell, Lipton, Rosen & Katz May 2007 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2006 - August 2006
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2005 - August 2005
Teach For America May 2004 - May 2005
Yale University Department of Political Science May 2003 - May 2004
Morgan Stanley May 2002 - August 2002
Education
University of Pennsylvania Law School 2005 — 2008
Doctor of Law (J.D.)
University of Pennsylvania - The Wharton School 2005 — 2008
Business and Public Policy
Yale University 2001 — 2005
Bachelor of Arts (B.A.), Political Science and American Government
Germantown High School (Philadelphia, PA)
Class of 2001
Brad Roberts's Morgan Stanley Experience August 2000 - January 2005
Job Managing Director, Credit Trading at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities June 2014 - July 2015
Royal Bank of Scotland January 2008 - May 2014
Goldman Sachs January 2005 - January 2008
Morgan Stanley August 2000 - January 2005
Lehman Brothers August 1996 - June 1998
Skills
High Yield, Special Situations, CDS, Credit Derivatives, Hedge Funds, Credit Trading, Alternative Investments
Education
Wharton School, University of Pennsylvania 1998 — 2000
MBA, Finance
Wesleyan University 1992 — 1996
BA, Math/Econ
Nomura Securities June 2014 - July 2015
Royal Bank of Scotland January 2008 - May 2014
Goldman Sachs January 2005 - January 2008
Morgan Stanley August 2000 - January 2005
Lehman Brothers August 1996 - June 1998
Skills
High Yield, Special Situations, CDS, Credit Derivatives, Hedge Funds, Credit Trading, Alternative Investments
Education
Wharton School, University of Pennsylvania 1998 — 2000
MBA, Finance
Wesleyan University 1992 — 1996
BA, Math/Econ
Kalman Gabriel's Morgan Stanley Experience 2004 - 2007
Job Senior Investment Analyst
Industry Investment Management
Experience
Abu Dhabi Investment Council May 2012 - September 2014
BalanTrove Partners 2011 - 2011
O.S.S. Capital 2010 - 2010
Nostradamus Funds 2007 - 2009
Morgan Stanley 2004 - 2007
Skills
Hedge Funds, Investments, Valuation, Financial Modeling, Equities, Bloomberg, Alternative Investments, Private Equity, Fixed Income, Capital Markets, Equity Research, Investment Banking, Emerging Markets, Asset Management, Portfolio Management, Equity Valuation, Investment Management
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
New York University - Leonard N. Stern School of Business 2000 — 2004
Bachelor of Science, Finance
Abu Dhabi Investment Council May 2012 - September 2014
BalanTrove Partners 2011 - 2011
O.S.S. Capital 2010 - 2010
Nostradamus Funds 2007 - 2009
Morgan Stanley 2004 - 2007
Skills
Hedge Funds, Investments, Valuation, Financial Modeling, Equities, Bloomberg, Alternative Investments, Private Equity, Fixed Income, Capital Markets, Equity Research, Investment Banking, Emerging Markets, Asset Management, Portfolio Management, Equity Valuation, Investment Management
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
New York University - Leonard N. Stern School of Business 2000 — 2004
Bachelor of Science, Finance
G. Kurt Von Uffel's Morgan Stanley Experience 1989 - 2004
Job Managing Partner, OpenDoor Trading, LLC
Industry Banking
Experience
OpenDoor Trading , LLC December 2014 - Present
Scotia Capital May 2010 - November 2014
ELX Futures, L.P. November 2008 - May 2010
Nomura Securities 2004 - 2007
Morgan Stanley 1989 - 2004
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Equities, Trading, Bloomberg, Investment Banking, Bonds, Financial Markets, Management, Series 7, Options, Commodity, Emerging Markets, Interest Rate..., Alternative Investments, Valuation, Structured Products, Risk Management, Financial Risk, Investments, Electronic Trading, Financial Modeling, Trading Systems, Structured Finance, Banking, Mutual Funds, FX Options, Private Equity, Credit Derivatives, Financial Structuring, Securities, Swaps, Equity Trading, Portfolio Management, Series 63, Corporate Finance, Proprietary Trading, Asset Management, Interest Rates
Education
University of Pennsylvania - The Wharton School 1976 — 1980
BS in Economics, Business Administration and Management, General
Haddonfield Memorial High School 1972 — 1976
OpenDoor Trading , LLC December 2014 - Present
Scotia Capital May 2010 - November 2014
ELX Futures, L.P. November 2008 - May 2010
Nomura Securities 2004 - 2007
Morgan Stanley 1989 - 2004
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Equities, Trading, Bloomberg, Investment Banking, Bonds, Financial Markets, Management, Series 7, Options, Commodity, Emerging Markets, Interest Rate..., Alternative Investments, Valuation, Structured Products, Risk Management, Financial Risk, Investments, Electronic Trading, Financial Modeling, Trading Systems, Structured Finance, Banking, Mutual Funds, FX Options, Private Equity, Credit Derivatives, Financial Structuring, Securities, Swaps, Equity Trading, Portfolio Management, Series 63, Corporate Finance, Proprietary Trading, Asset Management, Interest Rates
Education
University of Pennsylvania - The Wharton School 1976 — 1980
BS in Economics, Business Administration and Management, General
Haddonfield Memorial High School 1972 — 1976
Jennie Friend's Morgan Stanley Experience June 2001 - Present
Job Executive Director at Morgan Stanley Real Estate
Industry Investment Management
Experience
Morgan Stanley June 2001 - Present
Skills
Valuation, Private Equity, Mergers, Investments, Financial Modeling, Equities, Capital Markets, Asset Management, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS
Morgan Stanley June 2001 - Present
Skills
Valuation, Private Equity, Mergers, Investments, Financial Modeling, Equities, Capital Markets, Asset Management, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS
Brian Marcus's Morgan Stanley Experience July 2007 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2007 - Present
Lehman Brothers July 2005 - June 2007
Education
Wharton School, University of Pennsylvania 2001 — 2005
Bachelor of Science (BS), Economics
Morgan Stanley July 2007 - Present
Lehman Brothers July 2005 - June 2007
Education
Wharton School, University of Pennsylvania 2001 — 2005
Bachelor of Science (BS), Economics
Arun Gowda's Morgan Stanley Experience 1993 - 1998
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners February 2012 - Present
Eventi Capital 2006 - March 2012
UBS Investment Bank 2000 - 2005
Morgan Stanley 1993 - 1998
Skills
Hedge Funds, Structured Products, Alternative Investments
Education
Wharton Business School 1989 — 1991
MBA, Finance
Vanderbilt 1983 — 1987
BE, EE/CS
Guggenheim Partners February 2012 - Present
Eventi Capital 2006 - March 2012
UBS Investment Bank 2000 - 2005
Morgan Stanley 1993 - 1998
Skills
Hedge Funds, Structured Products, Alternative Investments
Education
Wharton Business School 1989 — 1991
MBA, Finance
Vanderbilt 1983 — 1987
BE, EE/CS
Jonathan Witter's Morgan Stanley Experience January 2009 - December 2010
Job President, Retail and Direct Banking at Capital One
Industry Financial Services
Experience
Capital One December 2010 - Present
Morgan Stanley January 2009 - December 2010
Wachovia, A Wells Fargo Company February 2004 - January 2009
McKinsey & Company July 1997 - February 2004
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Vanderbilt University 1987 — 1991
BS, Economics
Capital One December 2010 - Present
Morgan Stanley January 2009 - December 2010
Wachovia, A Wells Fargo Company February 2004 - January 2009
McKinsey & Company July 1997 - February 2004
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Vanderbilt University 1987 — 1991
BS, Economics
Francis Hager's Morgan Stanley Experience July 1984 - February 2000
Job Managing Partner, OppCAP Group
Industry Investment Management
Experience
OppCAP Group April 2011 - Present
Stone Tower Capital April 2008 - December 2010
Credit Suisse October 2000 - April 2008
DLJ February 2000 - October 2000
Morgan Stanley July 1984 - February 2000
Skills
Asset management..., Investments, Private Equity, Credit, Equities, Portfolio Management
Education
Oriel College, University of Oxford 1979 — 1981
M.Phil, Economics
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Economics
OppCAP Group April 2011 - Present
Stone Tower Capital April 2008 - December 2010
Credit Suisse October 2000 - April 2008
DLJ February 2000 - October 2000
Morgan Stanley July 1984 - February 2000
Skills
Asset management..., Investments, Private Equity, Credit, Equities, Portfolio Management
Education
Oriel College, University of Oxford 1979 — 1981
M.Phil, Economics
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Economics
Karen Gerringer's Morgan Stanley Experience July 1995 - Present
Job Executive Director, Compliance / Strategic Inititatives at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 1995 - Present
Skills
Risk Management, Operational Risk..., Enterprise Risk..., Risk Management..., Risk Governance, Risk Reviews, RCSA, Self Assessment, Strategic Thinking, Building Relationships, Cross-functional Team..., Project Coordination, Written Communication, Operational Execution, Financial Risk
Education
New York University, Stern School of Business
MBA, Finance/Information Technology
Wharton School, University of Pennsylvania
BS, Marketing/Management
Morgan Stanley July 1995 - Present
Skills
Risk Management, Operational Risk..., Enterprise Risk..., Risk Management..., Risk Governance, Risk Reviews, RCSA, Self Assessment, Strategic Thinking, Building Relationships, Cross-functional Team..., Project Coordination, Written Communication, Operational Execution, Financial Risk
Education
New York University, Stern School of Business
MBA, Finance/Information Technology
Wharton School, University of Pennsylvania
BS, Marketing/Management
Andrew Hennes's Morgan Stanley Experience Controller duties and management reporting in the commodities divisionAnalystMoffatt & NicholJuly 2010 - February 2013
Job Associate at Morgan Stanley
Industry Civil Engineering
Experience
Morgan Stanley Controller duties and management reporting in the commodities divisionAnalystMoffatt & NicholJuly 2010 - February 2013
Skills
Water Quality, Environmental Awareness, Numerical Analysis, Analysis, Proposal Writing, Project Management, MS Project, Environmental..., Data Analysis, AutoCAD, Economics, Financial Modeling
Education
University of Pennsylvania - The Wharton School
Morgan Stanley Controller duties and management reporting in the commodities divisionAnalystMoffatt & NicholJuly 2010 - February 2013
Skills
Water Quality, Environmental Awareness, Numerical Analysis, Analysis, Proposal Writing, Project Management, MS Project, Environmental..., Data Analysis, AutoCAD, Economics, Financial Modeling
Education
University of Pennsylvania - The Wharton School
Liliana Urrutia Ripoll's Morgan Stanley Experience June 2012 - August 2012
Job Associate Consultant Bain & Co.
Industry Consumer Services
Experience
Bain & Company 2013 - Present
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office
Education
Wharton School, University of Pennsylvania 2009 — 2013
Bain & Company 2013 - Present
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office
Education
Wharton School, University of Pennsylvania 2009 — 2013
Angela Simonton's Morgan Stanley Experience July 2006 - July 2008
Job Analyst at Taconic Capital
Industry Investment Management
Experience
Taconic Capital August 2008 - Present
Morgan Stanley July 2006 - July 2008
Skills
Financial Modeling, Investment Banking, Investments, Valuation, Corporate Finance, Hedge Funds, Private Equity, Bloomberg, Equities, Asset Management
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (B.S.), Economics; Concentrations in Finance and Accounting
Taconic Capital August 2008 - Present
Morgan Stanley July 2006 - July 2008
Skills
Financial Modeling, Investment Banking, Investments, Valuation, Corporate Finance, Hedge Funds, Private Equity, Bloomberg, Equities, Asset Management
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (B.S.), Economics; Concentrations in Finance and Accounting
Laura Holson's Morgan Stanley Experience April 2007 - July 2009
Job Vice President at New Mountain Capital
Industry Venture Capital & Private Equity
Experience
New Mountain Capital August 2009 - Present
Morgan Stanley April 2007 - July 2009
Skills
Private Equity
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science (BS), Finance, Marketing
New Mountain Capital August 2009 - Present
Morgan Stanley April 2007 - July 2009
Skills
Private Equity
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science (BS), Finance, Marketing
Jan Wittmaack's Morgan Stanley Experience June 2012 - August 2012
Job
Industry
Experience
Morgan Stanley June 2012 - August 2012
The Boston Consulting Group September 2008 - May 2011
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA)
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2004 — 2007
Bachelor of Arts (B.A.)
Morgan Stanley June 2012 - August 2012
The Boston Consulting Group September 2008 - May 2011
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA)
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2004 — 2007
Bachelor of Arts (B.A.)
Bo Daniels's Morgan Stanley Experience 2009 - 2013
Job Managing Director at PNC Capital Markets
Industry Investment Banking
Experience
PNC Capital Markets January 2014 - Present
PNC 2013 - 2015
Morgan Stanley 2009 - 2013
Loop Capital Markets 2003 - 2009
Goldman Sachs 1989 - 2003
Skills
Investment Banking, Equities, Fixed Income, Capital Markets, Management
Education
University of Pennsylvania - The Wharton School (CA) 1987 — 1989
Master of Business Administration (MBA)
University of Southern California 1979 — 1983
AB Journalism
PNC Capital Markets January 2014 - Present
PNC 2013 - 2015
Morgan Stanley 2009 - 2013
Loop Capital Markets 2003 - 2009
Goldman Sachs 1989 - 2003
Skills
Investment Banking, Equities, Fixed Income, Capital Markets, Management
Education
University of Pennsylvania - The Wharton School (CA) 1987 — 1989
Master of Business Administration (MBA)
University of Southern California 1979 — 1983
AB Journalism
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS