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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Morgan Stanley Employees
Employee
Years
Job
Industry
Amber Miranda Amber Miranda's Morgan Stanley Experience 2012 - 2013
Job Global Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2012 - 2013
Education
University of Phoenix 2014 — 2016
Associates of Science, Psychology
Morgan Stanley 2012 - 2013
Education
University of Phoenix 2014 — 2016
Associates of Science, Psychology
Rachel Fleszar Rachel Fleszar's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Corning Incorporated June 2012 - August 2012
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Research, Matlab, Public Speaking, Social Media, Data Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS) in Economics
West High School
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Corning Incorporated June 2012 - August 2012
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Research, Matlab, Public Speaking, Social Media, Data Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS) in Economics
West High School
Katherine Nieves Katherine Nieves's Morgan Stanley Experience June 2000 - May 2003
Job Licensed Brokerage Account Specialist at H. Beck, Inc.
Industry Financial Services
Experience
Capital Financial Group Inc October 2006 - Present
W.E. Welch & Associates, Inc January 2006 - October 2006
Shleppers Moving & Storage February 2004 - December 2005
Morgan Stanley June 2000 - May 2003
Skills
Series 7, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, CRM, Mutual Funds, Forecasting, Business Strategy, PowerPoint, Project Planning, Relationship Management, Sales, Insurance, Customer Service, Series 63, Policy, Account Reconciliation, Team Building, Budgets, Training, Payroll, Finance, Accounts Payable, Invoicing, Financial Analysis, Software Documentation, Investments, Account Management, Strategic Financial...
Education
University of Phoenix 2012 — 2014
Masters degree, Business Adminstration
University of Phoenix 2007 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Capital Financial Group Inc October 2006 - Present
W.E. Welch & Associates, Inc January 2006 - October 2006
Shleppers Moving & Storage February 2004 - December 2005
Morgan Stanley June 2000 - May 2003
Skills
Series 7, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, CRM, Mutual Funds, Forecasting, Business Strategy, PowerPoint, Project Planning, Relationship Management, Sales, Insurance, Customer Service, Series 63, Policy, Account Reconciliation, Team Building, Budgets, Training, Payroll, Finance, Accounts Payable, Invoicing, Financial Analysis, Software Documentation, Investments, Account Management, Strategic Financial...
Education
University of Phoenix 2012 — 2014
Masters degree, Business Adminstration
University of Phoenix 2007 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Sarah Herbert Sarah Herbert's Morgan Stanley Experience December 2008 - November 2009
Job Experienced Operations Professional
Industry Investment Banking
Experience
RBS Global Banking & Markets August 2011 - Present
State of Utah January 2011 - July 2011
Morgan Stanley December 2008 - November 2009
Goldman Sachs March 2002 - November 2008
Skills
Investment Banking, Equities, Capital Markets, Derivatives, Fixed Income, FX Options, Equity Derivatives, Middle Office, Interest Rate..., Valuation, Credit Derivatives, Trading Systems, Financial Modeling, Structured Products, Market Risk, Corporate Finance, Structured Finance, Financial Markets
Education
University of Phoenix
Bachelor of Science (BS), Business Administration, Management and Operations
RBS Global Banking & Markets August 2011 - Present
State of Utah January 2011 - July 2011
Morgan Stanley December 2008 - November 2009
Goldman Sachs March 2002 - November 2008
Skills
Investment Banking, Equities, Capital Markets, Derivatives, Fixed Income, FX Options, Equity Derivatives, Middle Office, Interest Rate..., Valuation, Credit Derivatives, Trading Systems, Financial Modeling, Structured Products, Market Risk, Corporate Finance, Structured Finance, Financial Markets
Education
University of Phoenix
Bachelor of Science (BS), Business Administration, Management and Operations
Stacey Sabrina Padilla Stacey Sabrina Padilla's Morgan Stanley Experience July 2000 - May 2002
Job Staff Accountant Professional
Industry Financial Services
Experience
Woodmont Properties August 2015 - September 2015
Nauticus Group June 2015 - June 2015
AxiomSL May 2015 - May 2015
Premier Property Management March 2015 - April 2015
kate spade new york December 2014 - March 2015
Tradition North America October 2002 - October 2014
Jerry’s Café August 2009 - November 2011
Morgan Stanley July 2000 - May 2002
New York AMA October 1999 - October 2000
Skills
Microsoft Office, Bloomberg, Bookkeeping, Accounting, Account Reconciliation, Middle Office, Fixed Income, Finance, Equities, Bloomberg Terminal, Outlook, Trading Systems, Team-oriented, Microsoft Excel, Accounts Payable, Accounts Receivable, Client Liaison, Financial Analysis, Financial Modeling, Analysis, Auditing, Financial Accounting, Financial Reporting, Financial Statements, General Ledger, Management
Education
University of Phoenix 2010 — 2014
Bachelor's Degree, Accounting, 3.55
Woodmont Properties August 2015 - September 2015
Nauticus Group June 2015 - June 2015
AxiomSL May 2015 - May 2015
Premier Property Management March 2015 - April 2015
kate spade new york December 2014 - March 2015
Tradition North America October 2002 - October 2014
Jerry’s Café August 2009 - November 2011
Morgan Stanley July 2000 - May 2002
New York AMA October 1999 - October 2000
Skills
Microsoft Office, Bloomberg, Bookkeeping, Accounting, Account Reconciliation, Middle Office, Fixed Income, Finance, Equities, Bloomberg Terminal, Outlook, Trading Systems, Team-oriented, Microsoft Excel, Accounts Payable, Accounts Receivable, Client Liaison, Financial Analysis, Financial Modeling, Analysis, Auditing, Financial Accounting, Financial Reporting, Financial Statements, General Ledger, Management
Education
University of Phoenix 2010 — 2014
Bachelor's Degree, Accounting, 3.55
Candice McLaws Candice McLaws's Morgan Stanley Experience October 2014 - Present
Job Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley Smith Barney October 1998 - Present
Skills
Mutual Funds, Wealth Management, Asset Allocation, Retirement Planning, Securities, Uniform Combined State..., Asset Management, FINRA, Fixed Income, Investment Advisory, Portfolio Management, Banking, Equities, Financial Services, Series 7, Investments, Finance, Customer Service
Education
University of Phoenix
Business Administration and Management, General
Morgan Stanley October 2014 - Present
Morgan Stanley Smith Barney October 1998 - Present
Skills
Mutual Funds, Wealth Management, Asset Allocation, Retirement Planning, Securities, Uniform Combined State..., Asset Management, FINRA, Fixed Income, Investment Advisory, Portfolio Management, Banking, Equities, Financial Services, Series 7, Investments, Finance, Customer Service
Education
University of Phoenix
Business Administration and Management, General
Louis A Papp, MBA, CFP® Louis A Papp, MBA, CFP®'s Morgan Stanley Experience 2010 - 2011
Job Assistant Vice President/ Mortgage Loan Specialist at Bank of America, NMLS 855545
Industry Financial Services
Experience
Bank of America May 2015 - Present
Bank of the West January 2014 - May 2015
Bank of America Merrill Lynch July 2011 - December 2013
Morgan Stanley 2010 - 2011
Luther Burbank Savings April 2008 - May 2010
Fremont Investment & Loan August 2000 - January 2008
24 Hr Fitness Inc September 1992 - July 2000
Skills
Senior management, and..., Strategic Planning, Budgetary acumen, Financial Analysis, Sales Management, Strong leadership..., Credit, Banking, Business Planning, Team Building, Portfolio Management, Investments, Insurance, Strategic Financial..., Asset Managment, Financial Reporting, Mortgage Lending, Series 7, Financial Advisory, Mortgage Banking, Equities, Mutual Funds, Asset Management, Finance, Financial Services, Loans, Small Business, Analysis, Wealth Management, Credit Analysis, Risk Management, Commercial Lending, Financial Risk, Mergers & Acquisitions, Retirement Planning, Securities, Series 63, Investment Advisory, Fixed Income, Financial Institutions, Asset Allocation, Refinance, Bonds, Capital Markets, Investment Strategies, Financial Modeling, Corporate Finance, Valuation, Executive Management, Residential Mortgages
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance, 3.95 GPA
University of Phoenix 2008 — 2012
Bachelors of Science, Finance, 3.52 GPA
Bank of America May 2015 - Present
Bank of the West January 2014 - May 2015
Bank of America Merrill Lynch July 2011 - December 2013
Morgan Stanley 2010 - 2011
Luther Burbank Savings April 2008 - May 2010
Fremont Investment & Loan August 2000 - January 2008
24 Hr Fitness Inc September 1992 - July 2000
Skills
Senior management, and..., Strategic Planning, Budgetary acumen, Financial Analysis, Sales Management, Strong leadership..., Credit, Banking, Business Planning, Team Building, Portfolio Management, Investments, Insurance, Strategic Financial..., Asset Managment, Financial Reporting, Mortgage Lending, Series 7, Financial Advisory, Mortgage Banking, Equities, Mutual Funds, Asset Management, Finance, Financial Services, Loans, Small Business, Analysis, Wealth Management, Credit Analysis, Risk Management, Commercial Lending, Financial Risk, Mergers & Acquisitions, Retirement Planning, Securities, Series 63, Investment Advisory, Fixed Income, Financial Institutions, Asset Allocation, Refinance, Bonds, Capital Markets, Investment Strategies, Financial Modeling, Corporate Finance, Valuation, Executive Management, Residential Mortgages
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance, 3.95 GPA
University of Phoenix 2008 — 2012
Bachelors of Science, Finance, 3.52 GPA
Michael Weekley Michael Weekley's Morgan Stanley Experience June 2007 - August 2007
Job MBA Candidate at The Wharton School
Industry Oil & Energy
Experience
PetroLogistics LP 2012 - 2014
Citigroup 2010 - 2012
Amegy Bank 2009 - 2010
Freestone Partners 2008 - 2009
Morgan Stanley June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business 2005 — 2008
B.S., Business Administration
PetroLogistics LP 2012 - 2014
Citigroup 2010 - 2012
Amegy Bank 2009 - 2010
Freestone Partners 2008 - 2009
Morgan Stanley June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business 2005 — 2008
B.S., Business Administration
Robert Rubin Robert Rubin's Morgan Stanley Experience June 2012 - August 2012
Job Investment Associate at SRS Investment Management
Industry Financial Services
Experience
SRS Investment Management August 2015 - Present
Leonard Green & Partners July 2013 - July 2015
Morgan Stanley June 2012 - August 2012
RockView Capital June 2011 - August 2011
CME Group June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics (BSE), Finance and Operations and Information Management
SRS Investment Management August 2015 - Present
Leonard Green & Partners July 2013 - July 2015
Morgan Stanley June 2012 - August 2012
RockView Capital June 2011 - August 2011
CME Group June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics (BSE), Finance and Operations and Information Management
Elizabeth Carpio, CRPC® Elizabeth Carpio, CRPC®'s Morgan Stanley Experience December 2003 - Present
Job Portfolio Associate / Broker/Dealer Client Services
Industry Financial Services
Experience
Morgan Stanley December 2003 - Present
Invesco June 1997 - July 2003
Skills
Retirement Planning, Investments, Series 7, 9, 10, 24,..., Chartered Retirement..., Series 7, Series 63, Securities, Fixed Income, Retirement
Education
University of Phoenix
B.S., Business Administration
Morgan Stanley December 2003 - Present
Invesco June 1997 - July 2003
Skills
Retirement Planning, Investments, Series 7, 9, 10, 24,..., Chartered Retirement..., Series 7, Series 63, Securities, Fixed Income, Retirement
Education
University of Phoenix
B.S., Business Administration
Claribel Herrera-Almonte, PMP Claribel Herrera-Almonte, PMP's Morgan Stanley Experience September 2015 - Present
Job Project Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
HSBC December 2011 - September 2015
HSBC December 2010 - December 2011
HSBC February 2007 - December 2010
Citi December 2005 - February 2007
Skills
Project Management;..., Agile & Waterfall..., Credit Risk, Operational Efficiency, Collateral Management, Collateral Systems, Risk Management, Project Management, Operational Risk..., Financial Risk, Financial Services, Operational Risk, Portfolio Management, Credit, Loans, Private Banking, Credit Analysis, Retail Banking, Banking
Education
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley September 2015 - Present
HSBC December 2011 - September 2015
HSBC December 2010 - December 2011
HSBC February 2007 - December 2010
Citi December 2005 - February 2007
Skills
Project Management;..., Agile & Waterfall..., Credit Risk, Operational Efficiency, Collateral Management, Collateral Systems, Risk Management, Project Management, Operational Risk..., Financial Risk, Financial Services, Operational Risk, Portfolio Management, Credit, Loans, Private Banking, Credit Analysis, Retail Banking, Banking
Education
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
Robbie Dixon Robbie Dixon's Morgan Stanley Experience November 2014 - Present
Job Institutional Equity Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Morgan Stanley June 2013 - Present
Management Leadership for Tomorrow July 2011 - Present
Morgan Stanley June 2012 - August 2012
The Wharton School September 2011 - December 2011
Disney ABC Television Group June 2011 - August 2011
PepsiCo June 2010 - August 2010
Skills
Capital IQ, Analysis, Management, Finance, Portfolio Management, Financial Modeling, Fixed Income, Social Media
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance - Cum Laude
Walnut Hills High School 2004 — 2009
Seven Hills School 1997 — 2004
Morgan Stanley November 2014 - Present
Morgan Stanley June 2013 - Present
Management Leadership for Tomorrow July 2011 - Present
Morgan Stanley June 2012 - August 2012
The Wharton School September 2011 - December 2011
Disney ABC Television Group June 2011 - August 2011
PepsiCo June 2010 - August 2010
Skills
Capital IQ, Analysis, Management, Finance, Portfolio Management, Financial Modeling, Fixed Income, Social Media
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance - Cum Laude
Walnut Hills High School 2004 — 2009
Seven Hills School 1997 — 2004
Richard Fearon Richard Fearon's Morgan Stanley Experience June 1992 - August 1992
Job Owner, Accretive Capital Partners, LLC
Industry Investment Management
Experience
Accretive Capital Partners, LLC March 2000 - Present
Allied Capital Corporation June 1993 - June 2000
Morgan Stanley June 1992 - August 1992
PaineWebber June 1988 - June 1990
Skills
Hedge Funds, Private Equity, Alternative Investments, Investments, Equities, Asset Managment, Venture Capital, Portfolio Management, Valuation, Financial Modeling, Investment Banking, Mergers, Private Placements, Due Diligence, Fixed Income, Capital, Bloomberg, Fund Of Funds, Finance, LBO, Emerging Markets, Investment Management, Investor Relations, Equity Research, Corporate Finance, Mutual Funds, Capital Markets, Investment Strategies, Leveraged Finance, Asset Management, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Williams College 1984 — 1988
BA, Chemistry and Anthropology
Hopkins School 1978 — 1984
Accretive Capital Partners, LLC March 2000 - Present
Allied Capital Corporation June 1993 - June 2000
Morgan Stanley June 1992 - August 1992
PaineWebber June 1988 - June 1990
Skills
Hedge Funds, Private Equity, Alternative Investments, Investments, Equities, Asset Managment, Venture Capital, Portfolio Management, Valuation, Financial Modeling, Investment Banking, Mergers, Private Placements, Due Diligence, Fixed Income, Capital, Bloomberg, Fund Of Funds, Finance, LBO, Emerging Markets, Investment Management, Investor Relations, Equity Research, Corporate Finance, Mutual Funds, Capital Markets, Investment Strategies, Leveraged Finance, Asset Management, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Williams College 1984 — 1988
BA, Chemistry and Anthropology
Hopkins School 1978 — 1984
Sun-Hwan Chu II Sun-Hwan Chu II's Morgan Stanley Experience September 2006 - May 2009
Job IT Manager | Global Network Engineering | Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2013 - Present
Morgan Stanley September 2006 - May 2009
TD Ameritrade August 2005 - August 2006
E*Trade 2002 - 2005
Global Crossing 2000 - 2002
Optimark Technologies 1998 - 2000
Nortel Networks 1995 - 1998
Market Vision Corporation 1988 - 1995
Skills
Telecommunications, Network Architecture, Network Engineering, IP, Data Center, MPLS, Disaster Recovery, WAN, Virtualization, Integration, Vendor Management, Security, Networking, VoIP
Education
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science, Economics
Franklin Templeton Investments October 2013 - Present
Morgan Stanley September 2006 - May 2009
TD Ameritrade August 2005 - August 2006
E*Trade 2002 - 2005
Global Crossing 2000 - 2002
Optimark Technologies 1998 - 2000
Nortel Networks 1995 - 1998
Market Vision Corporation 1988 - 1995
Skills
Telecommunications, Network Architecture, Network Engineering, IP, Data Center, MPLS, Disaster Recovery, WAN, Virtualization, Integration, Vendor Management, Security, Networking, VoIP
Education
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science, Economics
Scott A McCord Scott A McCord's Morgan Stanley Experience January 2007 - May 2008
Job VP/Investment Advisor Representative
Industry Financial Services
Experience
Hurckes McCord Financial Management July 2008 - Present
Morgan Stanley January 2007 - May 2008
Bankplus October 2003 - December 2006
Banking January 1998 - September 2003
Guaranty Bank and Trust Company 2000 - 2003
Skills
Investments, Finance, Loans, Financial Planners, Financial Advisory, Mutual Funds, Securities, IRAs, Banking, Investment Advisory, Portfolio Management, Wealth Management, Investment Strategies, Retirement, Strategic Financial..., 401k, Series 7, Uniform Combined State..., Retirement Planning, 401k Rollovers, Fixed Annuities, Asset Management, Series 66, Life and Health..., LTC Certified
Education
University of Phoenix 2006 — 2008
Bachelor's degree, Business Management and Accounting
Hurckes McCord Financial Management July 2008 - Present
Morgan Stanley January 2007 - May 2008
Bankplus October 2003 - December 2006
Banking January 1998 - September 2003
Guaranty Bank and Trust Company 2000 - 2003
Skills
Investments, Finance, Loans, Financial Planners, Financial Advisory, Mutual Funds, Securities, IRAs, Banking, Investment Advisory, Portfolio Management, Wealth Management, Investment Strategies, Retirement, Strategic Financial..., 401k, Series 7, Uniform Combined State..., Retirement Planning, 401k Rollovers, Fixed Annuities, Asset Management, Series 66, Life and Health..., LTC Certified
Education
University of Phoenix 2006 — 2008
Bachelor's degree, Business Management and Accounting
Theodore J Vogt's Morgan Stanley Experience May 1995 - September 2007
Job Managing Director, CIO & Financial Advisor at Mosaic Wealth Management, LLC
Industry Financial Services
Experience
Mosaic Wealth Management, LLC November 2007 - Present
Morgan Stanley May 1995 - September 2007
Robert W. Baird & Co. June 1988 - May 1995
US Army August 1967 - May 1970
Skills
Asset Allocation, Fixed Annuities, Financial Advisory, Investment Advisory, Strategic Financial..., Series 63, Series 7, Financial Institutions, FINRA, Securities, Wealth, Fixed Income, Management, Risk Management, Retirement Planning, Portfolio Management, Life Insurance, Financial Services, Financial Analysis, Small Business, Wealth Management, Capital Markets, Alternative Investments, Mutual Funds, Valuation, Series 24, Tax, Estate Planning, Investments, Asset Management, Equities, Endowments, Customer Service, Hedge Funds
Education
Wharton Business School 2001 — 2002
Mosaic Wealth Management, LLC November 2007 - Present
Morgan Stanley May 1995 - September 2007
Robert W. Baird & Co. June 1988 - May 1995
US Army August 1967 - May 1970
Skills
Asset Allocation, Fixed Annuities, Financial Advisory, Investment Advisory, Strategic Financial..., Series 63, Series 7, Financial Institutions, FINRA, Securities, Wealth, Fixed Income, Management, Risk Management, Retirement Planning, Portfolio Management, Life Insurance, Financial Services, Financial Analysis, Small Business, Wealth Management, Capital Markets, Alternative Investments, Mutual Funds, Valuation, Series 24, Tax, Estate Planning, Investments, Asset Management, Equities, Endowments, Customer Service, Hedge Funds
Education
Wharton Business School 2001 — 2002
Thomas Bruch Thomas Bruch's Morgan Stanley Experience February 2000 - April 2005
Job Hedge Fund Marketing and Business Development
Industry Investment Management
Experience
Watermark Management June 2009 - Present
Kore Advisors LP December 2006 - June 2008
AIG Financial Products May 2005 - December 2006
Morgan Stanley February 2000 - April 2005
III Associates August 1998 - February 2000
Deutsche Bank March 1993 - June 1998
Credit Suisse March 1991 - March 1993
Skills
Alternative Investments, Hedge Funds, Investor Relations, Fundraising, Developing Client..., Derivatives, Structured Finance, New Business Development, Capital Markets, Fixed Income, Investment Banking, Trading, Financial Markets, Bonds, Investments, Investment Strategies, Securities, Financial Services, Financial Structuring, Mutual Funds, Structured Products, Fund Of Funds, Financial Risk, Funding, Finance, Financial Advisory, Credit, Asset Management, Credit Risk, Emerging Markets, Options, Bloomberg, Banking, Private Equity, Series 7, Asset Allocation, FX Options, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1977 — 1981
BS in Economics, Finance
London School of Economics and Political Science 1979 — 1980
International Economics
Watermark Management June 2009 - Present
Kore Advisors LP December 2006 - June 2008
AIG Financial Products May 2005 - December 2006
Morgan Stanley February 2000 - April 2005
III Associates August 1998 - February 2000
Deutsche Bank March 1993 - June 1998
Credit Suisse March 1991 - March 1993
Skills
Alternative Investments, Hedge Funds, Investor Relations, Fundraising, Developing Client..., Derivatives, Structured Finance, New Business Development, Capital Markets, Fixed Income, Investment Banking, Trading, Financial Markets, Bonds, Investments, Investment Strategies, Securities, Financial Services, Financial Structuring, Mutual Funds, Structured Products, Fund Of Funds, Financial Risk, Funding, Finance, Financial Advisory, Credit, Asset Management, Credit Risk, Emerging Markets, Options, Bloomberg, Banking, Private Equity, Series 7, Asset Allocation, FX Options, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1977 — 1981
BS in Economics, Finance
London School of Economics and Political Science 1979 — 1980
International Economics
Nicholas Schneider Nicholas Schneider's Morgan Stanley Experience June 2012 - August 2012
Job Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte August 2013 - Present
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Accounting and Finance, Magna Cum Laude
Deloitte August 2013 - Present
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Accounting and Finance, Magna Cum Laude
Shareef McDonald Shareef McDonald's Morgan Stanley Experience June 2012 - June 2015
Job Associate at Grosvenor Capital Management
Industry Investment Management
Experience
Grosvenor Capital Management August 2015 - Present
Morgan Stanley June 2012 - June 2015
Morgan Stanley June 2011 - August 2011
Barclays Investment Bank June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Skills
Microsoft Excel, Bloomberg, Series 7, Series 63, Financial Modeling, Bonds, Capital Markets, Data Analysis, Hedge Funds, Investments, PowerPoint, Securities
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor's of Economics, Finance and Legal Studies Business Ethics
Whitney Young Magnet High School 2004 — 2008
Grosvenor Capital Management August 2015 - Present
Morgan Stanley June 2012 - June 2015
Morgan Stanley June 2011 - August 2011
Barclays Investment Bank June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Skills
Microsoft Excel, Bloomberg, Series 7, Series 63, Financial Modeling, Bonds, Capital Markets, Data Analysis, Hedge Funds, Investments, PowerPoint, Securities
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor's of Economics, Finance and Legal Studies Business Ethics
Whitney Young Magnet High School 2004 — 2008
Roger Shawn Roger Shawn's Morgan Stanley Experience November 2001 - August 2005
Job Certified Financial Planner, Certified Investment Management Analyst at Capitol Securities Management Inc.
Industry Financial Services
Experience
Capitol Securities Management Inc. 2002 - Present
Morgan Stanley November 2001 - August 2005
Education
University of Richmond
Economics, Criminal Justice
Wharton School, University of Pennsylvania
Investment Management
Capitol Securities Management Inc. 2002 - Present
Morgan Stanley November 2001 - August 2005
Education
University of Richmond
Economics, Criminal Justice
Wharton School, University of Pennsylvania
Investment Management
Rob Collins Rob Collins's Morgan Stanley Experience 2005 - 2009
Job Head of Global Investments for North America & Europe at Hastings Funds Management
Industry Investment Management
Experience
Hastings Funds Management 2013 - Present
Greenhill & Co. 2009 - 2013
Morgan Stanley 2005 - 2009
Goldman Sachs 2000 - 2005
US Navy 1991 - 1996
Skills
Investment Banking, Capital Markets, Valuation, Private Equity, Mergers & Acquisitions, Equities, Financial Modeling, Venture Capital, Corporate Finance, M&A experience, Corporate Development, Due Diligence
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Bettis Reactor Engineering School 1992 — 1993
Masters Equivalent, Nuclear Engineering
Vanderbilt University 1987 — 1991
Bachelor of Engineering (BE), Chemical Engineering, Magna Cum Laude
Hastings Funds Management 2013 - Present
Greenhill & Co. 2009 - 2013
Morgan Stanley 2005 - 2009
Goldman Sachs 2000 - 2005
US Navy 1991 - 1996
Skills
Investment Banking, Capital Markets, Valuation, Private Equity, Mergers & Acquisitions, Equities, Financial Modeling, Venture Capital, Corporate Finance, M&A experience, Corporate Development, Due Diligence
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Bettis Reactor Engineering School 1992 — 1993
Masters Equivalent, Nuclear Engineering
Vanderbilt University 1987 — 1991
Bachelor of Engineering (BE), Chemical Engineering, Magna Cum Laude
Robert Kerr Robert Kerr's Morgan Stanley Experience September 2003 - January 2004
Job Programs Manager at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems October 2012 - Present
GPI Technologies, LLC October 2011 - October 2012
American Institute of Certified Public Accountants (AICPA) 2005 - October 2011
National Black MBA Association - Raleigh-Durham Chapter October 2009 - December 2010
New York Urban League June 2005 - 2006
BearingPoint Consulting January 2004 - March 2005
Morgan Stanley September 2003 - January 2004
General Cigar March 2002 - February 2003
Donovan Data Systems May 2001 - March 2002
Jamaica Public Services Company (JPSCo) October 1994 - September 2000
Skills
Oracle Applications, Order Management, General Ledger, Purchasing, Projects, Inventory, Cash Management, E-commerce, Project Finance, Pricing, Asset, Learning Management, Team Management, Corporate Relocation, Space Management, Business Analysis, Human Resource Planning, Consulting, Business Process..., Vendor Management, Acquisition Integration, Project Management, SDLC, Oracle E-Business Suite, Integration, Program Management, Budgets, Process Improvement, Management, Training, Business Process, Testing, Databases, Oracle, Solution Architecture, Resource Management, Project Delivery, Software Development, Performance Management
Education
University of Phoenix 2004 — 2007
MBA, Global Technology Management
University of the West Indies 1994 — 2000
BSc., International Relations & Finance
Cisco Systems October 2012 - Present
GPI Technologies, LLC October 2011 - October 2012
American Institute of Certified Public Accountants (AICPA) 2005 - October 2011
National Black MBA Association - Raleigh-Durham Chapter October 2009 - December 2010
New York Urban League June 2005 - 2006
BearingPoint Consulting January 2004 - March 2005
Morgan Stanley September 2003 - January 2004
General Cigar March 2002 - February 2003
Donovan Data Systems May 2001 - March 2002
Jamaica Public Services Company (JPSCo) October 1994 - September 2000
Skills
Oracle Applications, Order Management, General Ledger, Purchasing, Projects, Inventory, Cash Management, E-commerce, Project Finance, Pricing, Asset, Learning Management, Team Management, Corporate Relocation, Space Management, Business Analysis, Human Resource Planning, Consulting, Business Process..., Vendor Management, Acquisition Integration, Project Management, SDLC, Oracle E-Business Suite, Integration, Program Management, Budgets, Process Improvement, Management, Training, Business Process, Testing, Databases, Oracle, Solution Architecture, Resource Management, Project Delivery, Software Development, Performance Management
Education
University of Phoenix 2004 — 2007
MBA, Global Technology Management
University of the West Indies 1994 — 2000
BSc., International Relations & Finance
James Ben Farris James Ben Farris's Morgan Stanley Experience June 2006 - September 2008
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS September 2008 - Present
Morgan Stanley June 2006 - September 2008
American Arbitration Association 2001 - 2006
Education
Securities Industry
Series 7, 66, 31 & Insurance Licenses
University of Phoenix
BS, Management
UBS September 2008 - Present
Morgan Stanley June 2006 - September 2008
American Arbitration Association 2001 - 2006
Education
Securities Industry
Series 7, 66, 31 & Insurance Licenses
University of Phoenix
BS, Management
Yigal D. Jhirad Yigal D. Jhirad's Morgan Stanley Experience March 1995 - May 2007
Job Portfolio Manager, Head of Quantitative & Derivatives Strategies and Risk at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers May 2007 - Present
Morgan Stanley March 1995 - May 2007
Morgan Stanley Capital International 1991 - 1995
Morgan Stanley Information Technology 1986 - 1991
Education
University of Pennsylvania - The Wharton School
BS, Economics, Magna Cum Laude
Ramaz High School
Manhattan Day School
Cohen & Steers May 2007 - Present
Morgan Stanley March 1995 - May 2007
Morgan Stanley Capital International 1991 - 1995
Morgan Stanley Information Technology 1986 - 1991
Education
University of Pennsylvania - The Wharton School
BS, Economics, Magna Cum Laude
Ramaz High School
Manhattan Day School
Drusella Watson's Morgan Stanley Experience May 1999 - Present
Job Receptionist Extraordinaire at Morgan Stanley
Industry
Experience
Morgan Stanley May 1999 - Present
Education
University of Phoenix 2009 — 2013
Bachelor of Science (BS), Health Administration/Long Term Care
Morgan Stanley May 1999 - Present
Education
University of Phoenix 2009 — 2013
Bachelor of Science (BS), Health Administration/Long Term Care
Shara Collier MBA Shara Collier MBA's Morgan Stanley Experience January 2006 - Present
Job National New Accounts Specialist Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2006 - Present
Discover Financial Services March 2002 - January 2006
Speedway SuperAmerica LLC November 1994 - January 2002
Skills
Project Management, Banking, Data Analysis, Process Improvement, Management
Education
University of Phoenix 2005 — 2007
MBA, Business Adminstration
Wright State University 1999 — 2001
Bachelors, Business Administration and Marketing
Morgan Stanley January 2006 - Present
Discover Financial Services March 2002 - January 2006
Speedway SuperAmerica LLC November 1994 - January 2002
Skills
Project Management, Banking, Data Analysis, Process Improvement, Management
Education
University of Phoenix 2005 — 2007
MBA, Business Adminstration
Wright State University 1999 — 2001
Bachelors, Business Administration and Marketing
Jason Coulter Jason Coulter's Morgan Stanley Experience April 2007 - November 2007
Job Area Loan Specialist at USDARD
Industry Financial Services
Experience
USDA-RD June 2008 - 2013
Morgan Stanley April 2007 - November 2007
Wells Fargo Bank April 2006 - April 2007
Encompass Financial Management January 2001 - March 2006
Beneficial Finance June 1999 - January 2001
Education
University of Phoenix
Bachelor of Science, Business management
USDA-RD June 2008 - 2013
Morgan Stanley April 2007 - November 2007
Wells Fargo Bank April 2006 - April 2007
Encompass Financial Management January 2001 - March 2006
Beneficial Finance June 1999 - January 2001
Education
University of Phoenix
Bachelor of Science, Business management
Michael Gallary Michael Gallary's Morgan Stanley Experience 2012 - Present
Job Managing Director Global Brand Marketing at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley 2012 - Present
Morgan Stanley 2005 - 2012
Morgan Stanley 2004 - 2005
LBI_US 2003 - 2004
Sapient 2000 - 2003
Dickerson Group 1995 - 1999
The Boston Company Asset Management, LLC 1992 - 1995
Skills
Strategy, Management, Marketing Strategy, Wealth Management, Marketing, Digital Marketing, Brand Development, Advertising, Social Media Marketing, Media Planning, Marketing Communications, Asset Management, Communications Planning
Education
The Wharton School, University of Connecticut
University of Pennsylvania - The Wharton School
Certificate - 2014
University of Connecticut - School of Fine Arts
Bachelor of Fine Arts (BFA)
Morgan Stanley 2012 - Present
Morgan Stanley 2005 - 2012
Morgan Stanley 2004 - 2005
LBI_US 2003 - 2004
Sapient 2000 - 2003
Dickerson Group 1995 - 1999
The Boston Company Asset Management, LLC 1992 - 1995
Skills
Strategy, Management, Marketing Strategy, Wealth Management, Marketing, Digital Marketing, Brand Development, Advertising, Social Media Marketing, Media Planning, Marketing Communications, Asset Management, Communications Planning
Education
The Wharton School, University of Connecticut
University of Pennsylvania - The Wharton School
Certificate - 2014
University of Connecticut - School of Fine Arts
Bachelor of Fine Arts (BFA)
Jason Hernandez's Morgan Stanley Experience June 1999 - October 2001
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2007 - Present
HSBC November 2001 - March 2007
Morgan Stanley June 1999 - October 2001
Skills
Mortgage, Investment Banking, Customer Relations, Sales Management, Banking, Coaching, Retail, Portfolio Management, Wealth Management, Retail Banking, Credit, Risk Management, Commercial Banking, Securities, Investments, Consumer Lending, Loans, Private Banking, Performance Management, Strategic Planning, Cross Selling, Team Building, Operational Efficiency, Mortgage Lending, Business Development, Management, Leadership, Finance, Training, CRM, Customer Service
Education
University of Phoenix
B.S, Business Management
JPMorgan Chase April 2007 - Present
HSBC November 2001 - March 2007
Morgan Stanley June 1999 - October 2001
Skills
Mortgage, Investment Banking, Customer Relations, Sales Management, Banking, Coaching, Retail, Portfolio Management, Wealth Management, Retail Banking, Credit, Risk Management, Commercial Banking, Securities, Investments, Consumer Lending, Loans, Private Banking, Performance Management, Strategic Planning, Cross Selling, Team Building, Operational Efficiency, Mortgage Lending, Business Development, Management, Leadership, Finance, Training, CRM, Customer Service
Education
University of Phoenix
B.S, Business Management
Jason Fetherolf's Morgan Stanley Experience July 2012 - Present
Job Operations Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Morgan Stanley August 2007 - July 2012
Morgan Stanley Smith Barney July 2002 - August 2007
Skills
Account Reconciliation, Customer Service, Mutual Funds, Series 7, Banking, Equities, Training, Project Management, Wealth Management, Management, Microsoft Word, Financial Analysis, Finance, Microsoft Excel, Financial Services, Investments
Education
University of Phoenix 2013 — 2017
Bachelor of Arts (BA), English Language and Literature, General
Morgan Stanley July 2012 - Present
Morgan Stanley August 2007 - July 2012
Morgan Stanley Smith Barney July 2002 - August 2007
Skills
Account Reconciliation, Customer Service, Mutual Funds, Series 7, Banking, Equities, Training, Project Management, Wealth Management, Management, Microsoft Word, Financial Analysis, Finance, Microsoft Excel, Financial Services, Investments
Education
University of Phoenix 2013 — 2017
Bachelor of Arts (BA), English Language and Literature, General
Suzanne Sorkin Suzanne Sorkin's Morgan Stanley Experience July 2002 - May 2005
Job Millennium Partners
Industry Investment Management
Experience
Millennium Partners September 2013 - Present
APG Asset Management January 2013 - August 2013
APG Asset Management May 2005 - December 2012
Morgan Stanley July 2002 - May 2005
Skills
Alternative Investments, Financial Modeling, REIT, Equities, Hedge Funds, Valuation, Equity Research, Investments, Asset Management, Portfolio Management, Bloomberg, Investment Management, Equity Valuation, Securities, Private Equity, Capital Markets
Education
University of Pennsylvania - The Wharton School 1998 — 2002
B.S. in Economics, Accounting
Millennium Partners September 2013 - Present
APG Asset Management January 2013 - August 2013
APG Asset Management May 2005 - December 2012
Morgan Stanley July 2002 - May 2005
Skills
Alternative Investments, Financial Modeling, REIT, Equities, Hedge Funds, Valuation, Equity Research, Investments, Asset Management, Portfolio Management, Bloomberg, Investment Management, Equity Valuation, Securities, Private Equity, Capital Markets
Education
University of Pennsylvania - The Wharton School 1998 — 2002
B.S. in Economics, Accounting
Perrin Monroe Perrin Monroe's Morgan Stanley Experience July 2006 - July 2009
Job Student at University of Pennsylvania The Wharton School
Industry Investment Management
Experience
Crestwood Capital Management May 2012 - August 2012
Clayton Dubilier & Rice August 2009 - July 2011
Morgan Stanley July 2006 - July 2009
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Washington and Lee University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Crestwood Capital Management May 2012 - August 2012
Clayton Dubilier & Rice August 2009 - July 2011
Morgan Stanley July 2006 - July 2009
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Washington and Lee University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Darryl Zide Darryl Zide's Morgan Stanley Experience February 1999 - May 2003
Job VP of Sales at Commercial Lighting Industries
Industry Construction
Experience
Commercial Lighting Industries October 2003 - Present
Morgan Stanley February 1999 - May 2003
Caltex Mfg and Dist. April 1989 - January 1999
Skills
Team Building, Negotiation, New Business Development, Process Scheduler, Retail, Management, Contract Management, Project Planning, Purchasing, Business Planning, Time Management, Procurement, Sales Management, Contract Negotiation, Manufacturing, Business Strategy, Operations Management, Construction, Inventory Management, Customer Satisfaction, Project Management, Marketing, Sales, Sales Operations, Account Management, Income Statement, Leadership, Facilities Management, Budgets, Customer Service, Product Marketing, Strategic Planning, Construction Management, Product Development, Forecasting, P&L Management, Team Leadership, Marketing Strategy, Pricing, Process Improvement, Selling, Key Account Management, Profit, Contractors, Sales Process, Value Engineering, Cross-functional Team..., Direct Sales, Product Management, Merchandising
Education
University of Phoenix 1995 — 1999
Bachelors, Business Management
Commercial Lighting Industries October 2003 - Present
Morgan Stanley February 1999 - May 2003
Caltex Mfg and Dist. April 1989 - January 1999
Skills
Team Building, Negotiation, New Business Development, Process Scheduler, Retail, Management, Contract Management, Project Planning, Purchasing, Business Planning, Time Management, Procurement, Sales Management, Contract Negotiation, Manufacturing, Business Strategy, Operations Management, Construction, Inventory Management, Customer Satisfaction, Project Management, Marketing, Sales, Sales Operations, Account Management, Income Statement, Leadership, Facilities Management, Budgets, Customer Service, Product Marketing, Strategic Planning, Construction Management, Product Development, Forecasting, P&L Management, Team Leadership, Marketing Strategy, Pricing, Process Improvement, Selling, Key Account Management, Profit, Contractors, Sales Process, Value Engineering, Cross-functional Team..., Direct Sales, Product Management, Merchandising
Education
University of Phoenix 1995 — 1999
Bachelors, Business Management
Taub Swartz Taub Swartz's Morgan Stanley Experience February 1995 - April 2001
Job Chief Financial Officer
Industry Information Technology and Services
Experience
Buzzr.com April 2011 - Present
SL Hare Capital, Inc. July 2007 - April 2011
UBS August 2006 - July 2007
Morgan Stanley UK Ltd. April 2001 - August 2006
Morgan Stanley February 1995 - April 2001
Kidder Peabody January 1988 - February 1995
Skills
Corporate Communications, Trading, Compliance, Capital Markets, Customer Relations, Team Management, Operational Efficiency, Investor Relations, Equities
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA, Finance
University of Pennsylvania - The Wharton School 1984 — 1987
BS, Finance
Buzzr.com April 2011 - Present
SL Hare Capital, Inc. July 2007 - April 2011
UBS August 2006 - July 2007
Morgan Stanley UK Ltd. April 2001 - August 2006
Morgan Stanley February 1995 - April 2001
Kidder Peabody January 1988 - February 1995
Skills
Corporate Communications, Trading, Compliance, Capital Markets, Customer Relations, Team Management, Operational Efficiency, Investor Relations, Equities
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA, Finance
University of Pennsylvania - The Wharton School 1984 — 1987
BS, Finance
Felix Guilfuchi, Security + Felix Guilfuchi, Security +'s Morgan Stanley Experience 2012 - 2012
Job Sr. Information Security Architect at Time Warner Cable
Industry Information Technology and Services
Experience
Time Warner Cable September 2013 - Present
Duke Energy Corporation September 2012 - September 2013
Morgan Stanley 2012 - 2012
Sony Corporation of America August 2011 - November 2011
Schering-Plough Research Institute November 2006 - October 2009
Merck (Formerly Schering Plough) November 2006 - October 2009
BioReference Laboratories May 2001 - September 2006
Skills
Vulnerability Assessment, PCI DSS, Security, Vulnerability Scanning, Infrastructure Security, Penetration Testing, Disaster Recovery, Qualys, Unix, Unix Shell Scripting, Unix Administration, MySQL Cluster, Dtrace, OWASP, ISO 27000, Security Architecture..., Windows Security, FISMA, GLBA, BSA, Sarbanes Oxley, Splunk, Security Management, Firewalls, Information Security..., VMware, Identity Management, Risk Assessment, Compliance, Virtualization, Intrusion Detection, Computer Security, VPN, IDS, HIPAA, IT Audit, Windows, ISO 27001, NIST, Information Security..., Security Audits, TCP/IP, Nessus, Citrix, Cloud Computing, Cloud Security, Hybrid Cloud, OpenStack, OpenStack Havana, Business Continuity
Education
Villanova University 2011 — 2011
Certificate, Master of Information Security Management
University of Phoenix 2010 — 2011
B.Sc, Management
Time Warner Cable September 2013 - Present
Duke Energy Corporation September 2012 - September 2013
Morgan Stanley 2012 - 2012
Sony Corporation of America August 2011 - November 2011
Schering-Plough Research Institute November 2006 - October 2009
Merck (Formerly Schering Plough) November 2006 - October 2009
BioReference Laboratories May 2001 - September 2006
Skills
Vulnerability Assessment, PCI DSS, Security, Vulnerability Scanning, Infrastructure Security, Penetration Testing, Disaster Recovery, Qualys, Unix, Unix Shell Scripting, Unix Administration, MySQL Cluster, Dtrace, OWASP, ISO 27000, Security Architecture..., Windows Security, FISMA, GLBA, BSA, Sarbanes Oxley, Splunk, Security Management, Firewalls, Information Security..., VMware, Identity Management, Risk Assessment, Compliance, Virtualization, Intrusion Detection, Computer Security, VPN, IDS, HIPAA, IT Audit, Windows, ISO 27001, NIST, Information Security..., Security Audits, TCP/IP, Nessus, Citrix, Cloud Computing, Cloud Security, Hybrid Cloud, OpenStack, OpenStack Havana, Business Continuity
Education
Villanova University 2011 — 2011
Certificate, Master of Information Security Management
University of Phoenix 2010 — 2011
B.Sc, Management
Rabia Sarwar Qari Rabia Sarwar Qari's Morgan Stanley Experience July 2007 - August 2008
Job Customer Insights & Campaigns at Tough Mudder
Industry Marketing and Advertising
Experience
Tough Mudder LLC October 2013 - Present
Endeavor June 2012 - August 2012
Ernst & Young September 2008 - May 2011
Acumen Fund April 2010 - September 2010
Morgan Stanley July 2007 - August 2008
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Barnard College, Columbia University 2003 — 2007
BA, Psychology
Tough Mudder LLC October 2013 - Present
Endeavor June 2012 - August 2012
Ernst & Young September 2008 - May 2011
Acumen Fund April 2010 - September 2010
Morgan Stanley July 2007 - August 2008
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Barnard College, Columbia University 2003 — 2007
BA, Psychology
Mitchell Spector Mitchell Spector's Morgan Stanley Experience 1986 - 1988
Job
Industry Investment Banking
Experience
Berkshire Capital Securities LLC July 2004 - Present
FTN Financial Securities 2002 - 2004
CIBC World Markets 2001 - 2002
Prudential Securities 1999 - 2001
Bear Stearns 1993 - 1999
Merrill Lynch & Co., Inc. 1990 - 1992
Morgan Stanley 1986 - 1988
First Fidelity Bancorporation 1985 - 1986
Skills
Investment Banking, Divestitures, Financial Institutions, Finance, Investment Management, Equity Research, Private Equity, Valuation, Corporate Finance, Financial Modeling, Mergers, Asset Managment, Mergers & Acquisitions, Financial Services, Asset Management, Investments, Securities
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BS, Economics, Finance and Decision Sciences
Berkshire Capital Securities LLC July 2004 - Present
FTN Financial Securities 2002 - 2004
CIBC World Markets 2001 - 2002
Prudential Securities 1999 - 2001
Bear Stearns 1993 - 1999
Merrill Lynch & Co., Inc. 1990 - 1992
Morgan Stanley 1986 - 1988
First Fidelity Bancorporation 1985 - 1986
Skills
Investment Banking, Divestitures, Financial Institutions, Finance, Investment Management, Equity Research, Private Equity, Valuation, Corporate Finance, Financial Modeling, Mergers, Asset Managment, Mergers & Acquisitions, Financial Services, Asset Management, Investments, Securities
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BS, Economics, Finance and Decision Sciences
Cheryl Henderson-Khalid Cheryl Henderson-Khalid's Morgan Stanley Experience October 1994 - September 2002
Job Do you need a new Plan to get Customers for your Business? More Exposure = More Business
Industry Internet
Experience
KAFE, Inc. December 2003 - Present
My Tiny Planets Limited March 2010 - July 2012
Connecting Neighbors June 2005 - March 2006
Morgan Stanley Smith Barney June 1998 - September 2002
Morgan Stanley October 1994 - September 2002
Skills
Research, Social Media, Editing, Outlook, Blogging, Online Reputation..., Microsoft Word, Microsoft Excel, Audio Transcription, Transcription Services, Microsoft Publisher, Microsoft Office, WordPress, Creative Writing, Program Management, Training, Event Planning, Web Design, Entrepreneurship, SEO, Market Research, Social Networking, Marketing Strategy, Small Business, Marketing, Online Marketing, New Business Development, Content Strategy, Social Media Marketing, Email Marketing, Web Marketing, SMO, Sales, Time Management, Proofreading, Management
Education
University of Phoenix 2002 — 2003
None, Accounting
Stuyvesant High School 1982 — 1986
Diploma, Academics
Writing for the Web
KAFE, Inc. December 2003 - Present
My Tiny Planets Limited March 2010 - July 2012
Connecting Neighbors June 2005 - March 2006
Morgan Stanley Smith Barney June 1998 - September 2002
Morgan Stanley October 1994 - September 2002
Skills
Research, Social Media, Editing, Outlook, Blogging, Online Reputation..., Microsoft Word, Microsoft Excel, Audio Transcription, Transcription Services, Microsoft Publisher, Microsoft Office, WordPress, Creative Writing, Program Management, Training, Event Planning, Web Design, Entrepreneurship, SEO, Market Research, Social Networking, Marketing Strategy, Small Business, Marketing, Online Marketing, New Business Development, Content Strategy, Social Media Marketing, Email Marketing, Web Marketing, SMO, Sales, Time Management, Proofreading, Management
Education
University of Phoenix 2002 — 2003
None, Accounting
Stuyvesant High School 1982 — 1986
Diploma, Academics
Writing for the Web
Ken Neenan, MBA Ken Neenan, MBA's Morgan Stanley Experience 1998 - 2000
Job IT Consultant
Industry Information Technology and Services
Experience
NYSCOPBA, Data Vista and other firms March 2011 - Present
AS Meadows October 2009 - Present
Send Word Now November 2007 - March 2010
Bank of St Petersburg March 2006 - March 2007
Various Financial Institutions July 2002 - March 2006
NRT January 2002 - July 2002
PricewaterhouseCoopers 2000 - 2001
Morgan Stanley 1998 - 2000
Morgan Stanley 1998 - 2000
Skills
Disaster Recovery, Security, Solution Design, Management Consulting, Data Center, Vendor Management, Integration, Cisco Technologies, Windows Server, Project Management, VPN, Networking, Servers, Operating Systems, WAN, Firewalls, TCP/IP, Information Security, Management, Business Process, Leadership, Training, Analysis, IT Management, Strategy, Infrastructure, Information Technology, IT Strategy, Active Directory, ITIL, IT Operations, Enterprise Architecture, Cloud Computing, Enterprise Software, Business Continuity, System Administration, VMware, SaaS, Virtualization, Professional Services, Telecommunications, Windows, Troubleshooting, Solution Architecture, Consulting, SDLC, Business Analysis, Program Management
Education
University of Phoenix 2005 — 2007
MBA, Business Management/ Technology Management
University of Phoenix 2002 — 2005
BS, Information Technology
NYSCOPBA, Data Vista and other firms March 2011 - Present
AS Meadows October 2009 - Present
Send Word Now November 2007 - March 2010
Bank of St Petersburg March 2006 - March 2007
Various Financial Institutions July 2002 - March 2006
NRT January 2002 - July 2002
PricewaterhouseCoopers 2000 - 2001
Morgan Stanley 1998 - 2000
Morgan Stanley 1998 - 2000
Skills
Disaster Recovery, Security, Solution Design, Management Consulting, Data Center, Vendor Management, Integration, Cisco Technologies, Windows Server, Project Management, VPN, Networking, Servers, Operating Systems, WAN, Firewalls, TCP/IP, Information Security, Management, Business Process, Leadership, Training, Analysis, IT Management, Strategy, Infrastructure, Information Technology, IT Strategy, Active Directory, ITIL, IT Operations, Enterprise Architecture, Cloud Computing, Enterprise Software, Business Continuity, System Administration, VMware, SaaS, Virtualization, Professional Services, Telecommunications, Windows, Troubleshooting, Solution Architecture, Consulting, SDLC, Business Analysis, Program Management
Education
University of Phoenix 2005 — 2007
MBA, Business Management/ Technology Management
University of Phoenix 2002 — 2005
BS, Information Technology
Brad Staaterman Brad Staaterman's Morgan Stanley Experience July 2006 - Present
Job Vice President of Technology, Corporate Security and Investigations
Industry Financial Services
Experience
Morgan Stanley July 2006 - Present
Rock Solid Technologies, LLC February 2002 - July 2006
Unilever February 2001 - February 2002
MasterCard August 1995 - February 2001
Skills
Integration, Vendor Management, Data Center, Risk Management, Disaster Recovery, Project Management, Contract Negotiation, Security, Risk Assessment, IT Operations, Business Continuity, Enterprise Architecture, IT Management, Infrastructure, Business Intelligence, ITIL, Management, Business Analysis, IT Strategy, Team Leadership, Information Security..., Telecommunications, Program Management, Asset Management, Strategic Planning, Project Planning
Education
University of Phoenix
Computer Science
Morgan Stanley July 2006 - Present
Rock Solid Technologies, LLC February 2002 - July 2006
Unilever February 2001 - February 2002
MasterCard August 1995 - February 2001
Skills
Integration, Vendor Management, Data Center, Risk Management, Disaster Recovery, Project Management, Contract Negotiation, Security, Risk Assessment, IT Operations, Business Continuity, Enterprise Architecture, IT Management, Infrastructure, Business Intelligence, ITIL, Management, Business Analysis, IT Strategy, Team Leadership, Information Security..., Telecommunications, Program Management, Asset Management, Strategic Planning, Project Planning
Education
University of Phoenix
Computer Science
Keith Tarleton Keith Tarleton's Morgan Stanley Experience 1990 - 1996
Job VP of Hybrid Fund Accounting
Industry Investment Management
Experience
JPMorgan March 2015 - Present
Pomelo Capital 2012 - March 2015
Patriarch Partners 2011 - 2012
Ramius LLC 2007 - 2011
Bisys Private Equity 2006 - 2007
BioBased Economy Fund 2004 - 2006
Perseus-Soros BioPharmaceutical Fund 2001 - 2004
Barclays Capital Incorporated 2000 - 2001
Goldman Sachs 1996 - 2000
Morgan Stanley 1990 - 1996
Skills
Hedge Funds, Fund Of Funds, Private Equity, Fund Accounting, Fixed Income, Equities, Bloomberg, Derivatives, Accounting, Structured Finance, Securities, Venture Capital, Mergers & Acquisitions, Capital Markets, Structured Products, Bonds, Valuation, Alternative Investments, Asset Management, Financial Modeling, Investment Banking, Investment Management, Fund Administration, Trading, Finance, Portfolio Management, Investments, Prime Brokerage, Options, Corporate Finance, Due Diligence, Financial Markets, Equity Derivatives, Investment Strategies, Equity Research, Mutual Funds, Swaps, Hedging, Middle Office, Investor Relations, FX Options, Emerging Markets, Equity Trading
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
William Paterson University of New Jersey 1987 — 1990
BA, Finance
Ridgewood High School
High School
JPMorgan March 2015 - Present
Pomelo Capital 2012 - March 2015
Patriarch Partners 2011 - 2012
Ramius LLC 2007 - 2011
Bisys Private Equity 2006 - 2007
BioBased Economy Fund 2004 - 2006
Perseus-Soros BioPharmaceutical Fund 2001 - 2004
Barclays Capital Incorporated 2000 - 2001
Goldman Sachs 1996 - 2000
Morgan Stanley 1990 - 1996
Skills
Hedge Funds, Fund Of Funds, Private Equity, Fund Accounting, Fixed Income, Equities, Bloomberg, Derivatives, Accounting, Structured Finance, Securities, Venture Capital, Mergers & Acquisitions, Capital Markets, Structured Products, Bonds, Valuation, Alternative Investments, Asset Management, Financial Modeling, Investment Banking, Investment Management, Fund Administration, Trading, Finance, Portfolio Management, Investments, Prime Brokerage, Options, Corporate Finance, Due Diligence, Financial Markets, Equity Derivatives, Investment Strategies, Equity Research, Mutual Funds, Swaps, Hedging, Middle Office, Investor Relations, FX Options, Emerging Markets, Equity Trading
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
William Paterson University of New Jersey 1987 — 1990
BA, Finance
Ridgewood High School
High School
Amy Harmon Amy Harmon's Morgan Stanley Experience March 2005 - June 2008
Job Customer Service Representative at Ohio Department of Commerce
Industry Government Administration
Experience
Ohio Department of Commerce May 2015 - Present
Kimball Midwest December 2010 - May 2015
Express Packaging Inc. June 2008 - January 2010
Morgan Stanley March 2005 - June 2008
Discover Financial Services August 2000 - March 2005
Skills
Sales, Credit, Account Management, Customer Service, Pricing, Forecasting, Cold Calling, Team Building, Accounts Receivable, Microsoft Excel, Budgets, Financial Analysis, Inventory Management, Payroll, Negotiation, Time Management, Process Improvement, Customer Retention, P&L, Analysis, Leadership, Management, Training, Accounts Payable, Team Leadership, Accounting
Education
University of Phoenix 2014 — 2018
Bachelor's Degree, Bachelors of Science in Business and Associates in Accounting
Ohio Department of Commerce May 2015 - Present
Kimball Midwest December 2010 - May 2015
Express Packaging Inc. June 2008 - January 2010
Morgan Stanley March 2005 - June 2008
Discover Financial Services August 2000 - March 2005
Skills
Sales, Credit, Account Management, Customer Service, Pricing, Forecasting, Cold Calling, Team Building, Accounts Receivable, Microsoft Excel, Budgets, Financial Analysis, Inventory Management, Payroll, Negotiation, Time Management, Process Improvement, Customer Retention, P&L, Analysis, Leadership, Management, Training, Accounts Payable, Team Leadership, Accounting
Education
University of Phoenix 2014 — 2018
Bachelor's Degree, Bachelors of Science in Business and Associates in Accounting
Samantha Markowitz Samantha Markowitz's Morgan Stanley Experience June 2014 - August 2014
Job Student at University of Pennsylvania, Jerome Fisher Program in Management & Technology
Industry
Experience
The Boston Consulting Group June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Viggle Inc. July 2013 - August 2013
Viggle Inc. July 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (BS), Concentration: Finance
University of Pennsylvania - School of Engineering and Applied Sciences 2012 — 2016
Bachelor of Science in Engineering (BSE), Major: Systems Engineering; Minor: Mathematics
The Chapin School 1999 — 2012
The Boston Consulting Group June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Viggle Inc. July 2013 - August 2013
Viggle Inc. July 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (BS), Concentration: Finance
University of Pennsylvania - School of Engineering and Applied Sciences 2012 — 2016
Bachelor of Science in Engineering (BSE), Major: Systems Engineering; Minor: Mathematics
The Chapin School 1999 — 2012
Helen Tong's Morgan Stanley Experience June 2015 - Present
Job Treasury Services Senior Advisor at Merrill Lynch
Industry Banking
Experience
Morgan Stanley June 2015 - Present
Merrill Lynch April 2014 - June 2015
Bank of America May 2013 - April 2014
Bank of America October 2012 - May 2013
Bank of America September 2010 - October 2012
Bank of America February 2008 - September 2010
Skills
Employee Training, Customer Service, Team Building, Leadership, Customer Experience, Process Improvement, Sales Management, Strategic Planning, Business Development, Event Planning, Public Speaking, Business Planning, Talent Acquisition, Social Networking, Hands-on Training, Performance Management, Training, Loans, Banking, Retail, Credit
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), Sociology
University of Phoenix
Master of Business Administration (M.B.A.)
Morgan Stanley June 2015 - Present
Merrill Lynch April 2014 - June 2015
Bank of America May 2013 - April 2014
Bank of America October 2012 - May 2013
Bank of America September 2010 - October 2012
Bank of America February 2008 - September 2010
Skills
Employee Training, Customer Service, Team Building, Leadership, Customer Experience, Process Improvement, Sales Management, Strategic Planning, Business Development, Event Planning, Public Speaking, Business Planning, Talent Acquisition, Social Networking, Hands-on Training, Performance Management, Training, Loans, Banking, Retail, Credit
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), Sociology
University of Phoenix
Master of Business Administration (M.B.A.)
Paul Ampofo's Morgan Stanley Experience June 2014 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Pantheon Ventures June 2012 - August 2012
Skills
Financial Modeling, Bloomberg, Capital IQ, Bloomberg Terminal, Financial Analysis, Valuation, Equities, Private Equity, Corporate Finance, Investment Banking
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor's of Science in Economics, Finance
Peddie School 2006 — 2010
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Pantheon Ventures June 2012 - August 2012
Skills
Financial Modeling, Bloomberg, Capital IQ, Bloomberg Terminal, Financial Analysis, Valuation, Equities, Private Equity, Corporate Finance, Investment Banking
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor's of Science in Economics, Finance
Peddie School 2006 — 2010
Spencer Kulcsar Spencer Kulcsar's Morgan Stanley Experience June 2015 - Present
Job Fixed Income Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
The Wharton School September 2011 - May 2015
Morgan Stanley June 2014 - August 2014
JNK Securities June 2013 - July 2013
Knickerbocker Country Club May 2012 - July 2013
Bergen County Clerk Office May 2012 - July 2012
Bergen Catholic High School July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, JMP, Statistics, Corporate Finance, Social Media, Public Speaking, Trading, Social Networking, Financial Analysis, Marketing, Customer Service, Microsoft Word, Data Analysis
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Concentration in Finance and OPIM, Minor in Consumer Psychology
Bergen Catholic High School 2009 — 2011
High School Diploma
Morgan Stanley June 2015 - Present
The Wharton School September 2011 - May 2015
Morgan Stanley June 2014 - August 2014
JNK Securities June 2013 - July 2013
Knickerbocker Country Club May 2012 - July 2013
Bergen County Clerk Office May 2012 - July 2012
Bergen Catholic High School July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, JMP, Statistics, Corporate Finance, Social Media, Public Speaking, Trading, Social Networking, Financial Analysis, Marketing, Customer Service, Microsoft Word, Data Analysis
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Concentration in Finance and OPIM, Minor in Consumer Psychology
Bergen Catholic High School 2009 — 2011
High School Diploma
Jordan Roberts Jordan Roberts's Morgan Stanley Experience March 2010 - March 2011
Job Account Executive
Industry Transportation/Trucking/Railroad
Experience
YRC Freight October 2013 - Present
England Logistics March 2012 - October 2013
Stevens Henager College March 2011 - March 2012
Morgan Stanley March 2010 - March 2011
Wells Fargo February 2007 - March 2010
Wells Fargo February 2007 - March 2010
Wells Fargo February 2007 - March 2010
Skills
Sales, Banking, Salesforce.com, Cold Calling, Call Center, Team Leadership, Direct Sales, Financial Services, Relationship Management, PowerPoint, Customer Satisfaction, Team Building, Social Networking, Call Centers, B2B, Account Management, Selling, Recruiting, Management, Training, Coaching, Leadership, CRM, Sales Process, Lead Generation, Sales Management, Customer Retention
Education
Western Governors University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
University of Phoenix 2008 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.8
YRC Freight October 2013 - Present
England Logistics March 2012 - October 2013
Stevens Henager College March 2011 - March 2012
Morgan Stanley March 2010 - March 2011
Wells Fargo February 2007 - March 2010
Wells Fargo February 2007 - March 2010
Wells Fargo February 2007 - March 2010
Skills
Sales, Banking, Salesforce.com, Cold Calling, Call Center, Team Leadership, Direct Sales, Financial Services, Relationship Management, PowerPoint, Customer Satisfaction, Team Building, Social Networking, Call Centers, B2B, Account Management, Selling, Recruiting, Management, Training, Coaching, Leadership, CRM, Sales Process, Lead Generation, Sales Management, Customer Retention
Education
Western Governors University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
University of Phoenix 2008 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.8
Patrick Saint-Jean Patrick Saint-Jean's Morgan Stanley Experience June 2006 - May 2007
Job Business AnalystFinancial Analyst at Oil and Gas, Renewable Energy
Industry Accounting
Experience
TBA August 2011 - Present
Green Gas International - Green Gas Germany GmbH June 2007 - May 2008
Morgan Stanley June 2006 - May 2007
Skills
Mergers, Risk Management, Financial Modeling, Business Strategy, Budgets, Analysis, Corporate Finance, Due Diligence, Managerial Finance, Private Equity, New Business Development, Start-ups, Business Analysis, Business Development, Accounting, Auditing, Financial Analysis, Financial Reporting, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Tax, Restructuring, Executive Management, Forecasting, Investments, Management, Strategy, Team Leadership, Team Management
Education
University of Phoenix 2007 — 2008
MBA, Business Administration
TBA August 2011 - Present
Green Gas International - Green Gas Germany GmbH June 2007 - May 2008
Morgan Stanley June 2006 - May 2007
Skills
Mergers, Risk Management, Financial Modeling, Business Strategy, Budgets, Analysis, Corporate Finance, Due Diligence, Managerial Finance, Private Equity, New Business Development, Start-ups, Business Analysis, Business Development, Accounting, Auditing, Financial Analysis, Financial Reporting, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Tax, Restructuring, Executive Management, Forecasting, Investments, Management, Strategy, Team Leadership, Team Management
Education
University of Phoenix 2007 — 2008
MBA, Business Administration
Cristine Bada's Morgan Stanley Experience 2003 - 2010
Job Supervisor of Deposit Operations at E*Trade Financial
Industry Financial Services
Experience
E*TRADE Financial June 2013 - Present
E*TRADE Financial November 2010 - June 2013
Van Kampen Investments October 2003 - September 2011
Morgan Stanley Investment Management October 2000 - August 2010
Morgan Stanley 2003 - 2010
Skills
Mutual Funds, Financial Services, Back Office
Education
University of Phoenix 2007 — 2009
B.S.S., Business Management
William Paterson University of New Jersey 1997 — 1999
E*TRADE Financial June 2013 - Present
E*TRADE Financial November 2010 - June 2013
Van Kampen Investments October 2003 - September 2011
Morgan Stanley Investment Management October 2000 - August 2010
Morgan Stanley 2003 - 2010
Skills
Mutual Funds, Financial Services, Back Office
Education
University of Phoenix 2007 — 2009
B.S.S., Business Management
William Paterson University of New Jersey 1997 — 1999
Oona Yadav Oona Yadav's Morgan Stanley Experience July 2015 - Present
Job Investment Management Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley July 2015 - Present
The Wharton School August 2011 - May 2015
HSBC Private Bank June 2014 - August 2014
The Wharton School August 2013 - May 2014
Morgan Stanley July 2012 - August 2012
DBS Bank May 2011 - June 2011
Skills
Capital Markets, Bloomberg, Analysis, Data Analysis, Training, Marketing, Marketing Strategy, Proposal Writing, Microsoft Office, PowerPoint, Public Speaking, Research, Leadership, Social Media, Investments, Microsoft Excel, Economics, Microsoft Word
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (BS) in Economics, Concentrations in Finance and Marketing
Kodaikanal International School, India 2009 — 2011
International Baccalaureate (IBO) Diploma
United Nationals International School
United Nationals International School
Morgan Stanley July 2015 - Present
The Wharton School August 2011 - May 2015
HSBC Private Bank June 2014 - August 2014
The Wharton School August 2013 - May 2014
Morgan Stanley July 2012 - August 2012
DBS Bank May 2011 - June 2011
Skills
Capital Markets, Bloomberg, Analysis, Data Analysis, Training, Marketing, Marketing Strategy, Proposal Writing, Microsoft Office, PowerPoint, Public Speaking, Research, Leadership, Social Media, Investments, Microsoft Excel, Economics, Microsoft Word
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (BS) in Economics, Concentrations in Finance and Marketing
Kodaikanal International School, India 2009 — 2011
International Baccalaureate (IBO) Diploma
United Nationals International School
United Nationals International School
Rob Sizelove Rob Sizelove's Morgan Stanley Experience November 1999 - November 2003
Job Site Supervisor at AmeriTest Inc
Industry Oil & Energy
Experience
AmeriTest Inc August 2014 - Present
Ameritest, Inc. May 2013 - August 2014
Apollo Group June 2010 - May 2013
DRB Benefits Group February 2010 - May 2010
VALIC February 2007 - December 2009
Partners Federal Credit Union September 2007 - June 2009
Advisors Mortgage Group, LLC January 2005 - September 2007
Citigroup November 2003 - April 2005
Morgan Stanley November 1999 - November 2003
Skills
Finance, Oil and gas - flowback, Leadership, Mutual Funds, Sales Presentations, Employee Benefits, Training, Public Speaking, Series 7, Adult Education, Sales, Research, Investments, Credit, Consulting, Microsoft Office, Coaching, Marketing Strategy, Employee Training, New Business Development, System Administration, Student Recruiting, Team Building, CRM, Analysis, Insurance, Admissions, Pensions, Risk Management, Oil, Operators, Petroleum, Strategic Planning, Customer Service, Management, Financial Services, Energy, Team Leadership, Microsoft Excel, Financial Analysis, Banking
Education
Fairleigh Dickinson University-College at Florham
Bachelors of Science, 3.7
University of Phoenix
Master of Business Administration (MBA), 3.6
AmeriTest Inc August 2014 - Present
Ameritest, Inc. May 2013 - August 2014
Apollo Group June 2010 - May 2013
DRB Benefits Group February 2010 - May 2010
VALIC February 2007 - December 2009
Partners Federal Credit Union September 2007 - June 2009
Advisors Mortgage Group, LLC January 2005 - September 2007
Citigroup November 2003 - April 2005
Morgan Stanley November 1999 - November 2003
Skills
Finance, Oil and gas - flowback, Leadership, Mutual Funds, Sales Presentations, Employee Benefits, Training, Public Speaking, Series 7, Adult Education, Sales, Research, Investments, Credit, Consulting, Microsoft Office, Coaching, Marketing Strategy, Employee Training, New Business Development, System Administration, Student Recruiting, Team Building, CRM, Analysis, Insurance, Admissions, Pensions, Risk Management, Oil, Operators, Petroleum, Strategic Planning, Customer Service, Management, Financial Services, Energy, Team Leadership, Microsoft Excel, Financial Analysis, Banking
Education
Fairleigh Dickinson University-College at Florham
Bachelors of Science, 3.7
University of Phoenix
Master of Business Administration (MBA), 3.6
Fred Strobel Fred Strobel's Morgan Stanley Experience April 2000 - April 2015
Job Managing Director, U.S. Head of Human Resources at Tradeweb
Industry Human Resources
Experience
Tradeweb May 2015 - Present
Morgan Stanley April 2000 - April 2015
State Farm Insurance 1992 - 2000
Skills
Insurance, Succession Planning, Talent Management, Performance Management, Benefits, Compensation, Wealth Management, Asset Management, Organizational..., Coaching, Strategic Planning, Mergers, Executive Compensation, Risk Management, HRIS, Mentoring, Interviewing, Business Analysis, Executive Coaching, Leadership Development, Team Building, Budgeting, Business Strategy, Employee Relations, Investigations, Employee Engagement, Budgets, Employee Benefits, Executive Pay, Financial Services, Interviews, Mergers & Acquisitions, Onboarding, Personnel Management, Private Investigations, Deferred Compensation, Recruiting, Leadership, Human Resources, Management, Change Management, Talent Acquisition, Training, Microsoft Office, Microsoft Excel, Sales, Employee Training, Program Management, HR Policies, PowerPoint
Education
University of Phoenix 1997 — 1999
Master of Arts, Organizational Management
Saint John's University 1990 — 1994
Bachelor of Science, Management
Cathedral Prep 1987 — 1990
Tradeweb May 2015 - Present
Morgan Stanley April 2000 - April 2015
State Farm Insurance 1992 - 2000
Skills
Insurance, Succession Planning, Talent Management, Performance Management, Benefits, Compensation, Wealth Management, Asset Management, Organizational..., Coaching, Strategic Planning, Mergers, Executive Compensation, Risk Management, HRIS, Mentoring, Interviewing, Business Analysis, Executive Coaching, Leadership Development, Team Building, Budgeting, Business Strategy, Employee Relations, Investigations, Employee Engagement, Budgets, Employee Benefits, Executive Pay, Financial Services, Interviews, Mergers & Acquisitions, Onboarding, Personnel Management, Private Investigations, Deferred Compensation, Recruiting, Leadership, Human Resources, Management, Change Management, Talent Acquisition, Training, Microsoft Office, Microsoft Excel, Sales, Employee Training, Program Management, HR Policies, PowerPoint
Education
University of Phoenix 1997 — 1999
Master of Arts, Organizational Management
Saint John's University 1990 — 1994
Bachelor of Science, Management
Cathedral Prep 1987 — 1990
Nicholas Blackburn's Morgan Stanley Experience June 2015 - August 2015
Job Student at University of Pennsylvania The Wharton School
Industry
Experience
University of Pennsylvania August 2015 - Present
Morgan Stanley June 2015 - August 2015
University of Pennsylvania August 2014 - May 2015
The Nielsen Company June 2014 - August 2014
University of Pennsylvania June 2013 - August 2013
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor’s Degree, Economics
University of Pennsylvania August 2015 - Present
Morgan Stanley June 2015 - August 2015
University of Pennsylvania August 2014 - May 2015
The Nielsen Company June 2014 - August 2014
University of Pennsylvania June 2013 - August 2013
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor’s Degree, Economics
Maya Kalieva, CFA's Morgan Stanley Experience August 2010 - February 2012
Job Vice President at PIMCO
Industry Financial Services
Experience
Morgan Stanley August 2010 - February 2012
Morgan Stanley June 2009 - August 2009
Deloitte & Touche LLP January 2004 - June 2008
Skills
Capital Markets, Fixed Income, Fixed Income Research, Investments, Fixed Income Analysis, Business Development, Credit, Valuation, Financial Analysis, Strategy, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance and Management
New York University - Leonard N. Stern School of Business
Bachelor of Science, Finance and Public Accounting
Morgan Stanley August 2010 - February 2012
Morgan Stanley June 2009 - August 2009
Deloitte & Touche LLP January 2004 - June 2008
Skills
Capital Markets, Fixed Income, Fixed Income Research, Investments, Fixed Income Analysis, Business Development, Credit, Valuation, Financial Analysis, Strategy, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance and Management
New York University - Leonard N. Stern School of Business
Bachelor of Science, Finance and Public Accounting
Jessica Mcclanathan Jessica Mcclanathan's Morgan Stanley Experience June 2006 - February 2008
Job Department Manager: Customer Risk Management & Assistance at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services January 2012 - Present
Discover Financial Services March 2011 - January 2012
Discover Financial Services February 2008 - June 2011
Morgan Stanley June 2006 - February 2008
Discover Financial Services February 2005 - June 2006
Discover Financial Services June 2003 - February 2005
Skills
Training, Credit, Call Centers, Management, Leadership, Credit Cards, Financial Services, Project Management, Banking, Customer Experience, Risk Management, Vendor Management, Relationship Management, Business Analysis, Process Improvement
Education
University of Phoenix 2004 — 2006
Bachelors, Business Management
Paradise Valley Community College 1998 — 2001
Business
Discover Financial Services January 2012 - Present
Discover Financial Services March 2011 - January 2012
Discover Financial Services February 2008 - June 2011
Morgan Stanley June 2006 - February 2008
Discover Financial Services February 2005 - June 2006
Discover Financial Services June 2003 - February 2005
Skills
Training, Credit, Call Centers, Management, Leadership, Credit Cards, Financial Services, Project Management, Banking, Customer Experience, Risk Management, Vendor Management, Relationship Management, Business Analysis, Process Improvement
Education
University of Phoenix 2004 — 2006
Bachelors, Business Management
Paradise Valley Community College 1998 — 2001
Business
Nicolas Lucioni Nicolas Lucioni's Morgan Stanley Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Fifth Street Management LLC June 2014 - August 2014
Crear June 2012 - August 2012
Skills
Research, Statistics, Public Speaking, Microsoft Excel, Data Analysis, Microsoft Office, Social Media, Teamwork
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.S.), Finance, Accounting
Bainbridge HIgh School 2008 — 2012
Morgan Stanley June 2015 - August 2015
Fifth Street Management LLC June 2014 - August 2014
Crear June 2012 - August 2012
Skills
Research, Statistics, Public Speaking, Microsoft Excel, Data Analysis, Microsoft Office, Social Media, Teamwork
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.S.), Finance, Accounting
Bainbridge HIgh School 2008 — 2012
Andrea Perico Gambarato Andrea Perico Gambarato's Morgan Stanley Experience 2009 - September 2012
Job Business Development Administrator at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
J.P. Morgan September 2012 - Present
Morgan Stanley 2009 - September 2012
Smith Barney 2006 - 2009
Hudson United Bank 2004 - 2006
Skills
Project Management, Investments, Marketing Strategy, Microsoft Excel, Microsoft Word, Series 63, Series 7, Retirement Planning, Wealth Management, Event Planning, PowerPoint, Microsoft Office, Digital Marketing, Social Networking, Customer Service, Strategic Planning, Sales, Research, Marketing
Education
University of Phoenix 2009 — 2012
Bachelors in Business, Business Administration and Management, General
University of Phoenix
J.P. Morgan October 2014 - Present
J.P. Morgan September 2012 - Present
Morgan Stanley 2009 - September 2012
Smith Barney 2006 - 2009
Hudson United Bank 2004 - 2006
Skills
Project Management, Investments, Marketing Strategy, Microsoft Excel, Microsoft Word, Series 63, Series 7, Retirement Planning, Wealth Management, Event Planning, PowerPoint, Microsoft Office, Digital Marketing, Social Networking, Customer Service, Strategic Planning, Sales, Research, Marketing
Education
University of Phoenix 2009 — 2012
Bachelors in Business, Business Administration and Management, General
University of Phoenix
Rachel Waszkewitz Rachel Waszkewitz's Morgan Stanley Experience June 2008 - December 2008
Job Sr Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte August 2014 - Present
Nike June 2013 - August 2013
Deloitte Consulting August 2009 - June 2012
Morgan Stanley June 2008 - December 2008
KeyBanc Capital Markets June 2007 - August 2007
Skills
Management Consulting, Financial Modeling, Investments, Strategy, Business Process..., Wealth Management, Business Strategy, Valuation, Financial Analysis, Business Development, Organizational Design, Economics, Mergers & Acquisitions, Program Management, Process Improvement, Market Research, Business Case, Consulting, Market Entry, Strategic Consulting, Strategic Planning, Business Transformation, Operating Models, Corporate Finance, Analysis, Analytics, Business Process, Corporate Development, Business Analysis, Business Process..., Project Management, Data Analysis, Cross-functional Team..., Acquisition Integration, Competitive Analysis, Risk Management, Due Diligence, Market Analysis, Business Intelligence, Growth Strategies, Business Planning
Education
Wharton Business School 2012 — 2014
Master of Business Administration (MBA)
University of Washington 2005 — 2009
Honors B.S., Honors Economics & Mathematics
Deloitte August 2014 - Present
Nike June 2013 - August 2013
Deloitte Consulting August 2009 - June 2012
Morgan Stanley June 2008 - December 2008
KeyBanc Capital Markets June 2007 - August 2007
Skills
Management Consulting, Financial Modeling, Investments, Strategy, Business Process..., Wealth Management, Business Strategy, Valuation, Financial Analysis, Business Development, Organizational Design, Economics, Mergers & Acquisitions, Program Management, Process Improvement, Market Research, Business Case, Consulting, Market Entry, Strategic Consulting, Strategic Planning, Business Transformation, Operating Models, Corporate Finance, Analysis, Analytics, Business Process, Corporate Development, Business Analysis, Business Process..., Project Management, Data Analysis, Cross-functional Team..., Acquisition Integration, Competitive Analysis, Risk Management, Due Diligence, Market Analysis, Business Intelligence, Growth Strategies, Business Planning
Education
Wharton Business School 2012 — 2014
Master of Business Administration (MBA)
University of Washington 2005 — 2009
Honors B.S., Honors Economics & Mathematics
Sylbia Choi Sylbia Choi's Morgan Stanley Experience June 2011 - August 2011
Job
Industry Financial Services
Experience
Sawaya Segalas August 2012 - Present
Morgan Stanley June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Investment Banking, Due Diligence, Equities, Financial Modeling
Education
Wharton School, University of Pennsylvania 2008 — 2012
BSE, Finance, Accounting, Mathematics
Sawaya Segalas August 2012 - Present
Morgan Stanley June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Investment Banking, Due Diligence, Equities, Financial Modeling
Education
Wharton School, University of Pennsylvania 2008 — 2012
BSE, Finance, Accounting, Mathematics
Matthew Sherman's Morgan Stanley Experience June 2012 - June 2015
Job Real Estate Associate at KKR
Industry Investment Banking
Monica Suess Monica Suess's Morgan Stanley Experience October 2004 - December 2011
Job E*TRADE
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2015 - Present
Morgan Stanley Wealth Management January 2012 - December 2014
Morgan Stanley October 2004 - December 2011
Morgan Stanley May 1999 - September 2004
Skills
Call Center..., Microsoft Excel, Business Analysis, Data Analysis, People Development, Project Management, Series 7, Series 63, Series 9, FINRA, Fixed Income, Equities, Finance, Financial Services, Investments, Management, Business Strategy, Mutual Funds, Securities, Risk Management, Wealth Management
Education
University of Phoenix 2007 — 2009
Business Administration and Management, General
Granite 1993 — 1996
High School
E*TRADE Financial Corporation February 2015 - Present
Morgan Stanley Wealth Management January 2012 - December 2014
Morgan Stanley October 2004 - December 2011
Morgan Stanley May 1999 - September 2004
Skills
Call Center..., Microsoft Excel, Business Analysis, Data Analysis, People Development, Project Management, Series 7, Series 63, Series 9, FINRA, Fixed Income, Equities, Finance, Financial Services, Investments, Management, Business Strategy, Mutual Funds, Securities, Risk Management, Wealth Management
Education
University of Phoenix 2007 — 2009
Business Administration and Management, General
Granite 1993 — 1996
High School
Jennifer Ferrera Jennifer Ferrera's Morgan Stanley Experience June 2001 - Present
Job Security Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2001 - Present
Skills
Personal Income Tax..., Administrative..., Financial Accounting, Executive..., QuickBooks, Accounting
Education
University of Phoenix 2010 — 2012
Business/Accounting
Morgan Stanley June 2001 - Present
Skills
Personal Income Tax..., Administrative..., Financial Accounting, Executive..., QuickBooks, Accounting
Education
University of Phoenix 2010 — 2012
Business/Accounting
Shannon Bowen Shannon Bowen's Morgan Stanley Experience November 2003 - May 2010
Job Medical Biller at Chistus Health
Industry Staffing and Recruiting
Experience
Chistus Health March 2013 - Present
VSSI Staffing Services 2012 - 2013
Bank of America August 2010 - July 2012
Morgan Stanley Smith Barney November 2003 - May 2010
Morgan Stanley November 2003 - May 2010
Skills
Customer Service, Mortgage Lending, Credit Cards, Deposits, Funding, Microsoft Excel, Financial Services, Banking, Call Centers, Microsoft Office, Vendor Management, Microsoft Word, SDLC, Recruiting, PeopleSoft
Education
University of Phoenix 2010 — 2014
Bachelor of Science, Accounting
Chistus Health March 2013 - Present
VSSI Staffing Services 2012 - 2013
Bank of America August 2010 - July 2012
Morgan Stanley Smith Barney November 2003 - May 2010
Morgan Stanley November 2003 - May 2010
Skills
Customer Service, Mortgage Lending, Credit Cards, Deposits, Funding, Microsoft Excel, Financial Services, Banking, Call Centers, Microsoft Office, Vendor Management, Microsoft Word, SDLC, Recruiting, PeopleSoft
Education
University of Phoenix 2010 — 2014
Bachelor of Science, Accounting
Mendel Chen's Morgan Stanley Experience June 2014 - Present
Job Leveraged Loans Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
West Capital Management September 2012 - December 2012
Travelers June 2012 - August 2012
SAIC May 2011 - August 2011
Skills
PowerPoint, Excel, Financial Modeling, HTML, Java, Competitive Analysis, S-Plus
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Concentrations in Finance and Statistics
Thomas Jefferson High School for Science and Technology 2006 — 2010
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
West Capital Management September 2012 - December 2012
Travelers June 2012 - August 2012
SAIC May 2011 - August 2011
Skills
PowerPoint, Excel, Financial Modeling, HTML, Java, Competitive Analysis, S-Plus
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Concentrations in Finance and Statistics
Thomas Jefferson High School for Science and Technology 2006 — 2010
Barbara Ruiz Barbara Ruiz's Morgan Stanley Experience January 1998 - July 2001
Job Seasoned Executive Administrative Professional
Industry Executive Office
Experience
Confidential June 2014 - November 2014
Academy of the City Charter School May 2011 - August 2012
Langenscheidt Publishing Group August 2007 - April 2010
Saks 5th Ave July 2001 - January 2007
Morgan Stanley January 1998 - July 2001
Skills
Microsoft Office, Budgets, Customer Service, Time Management, Management, Calendars, Travel Arrangements, Marketing, Confidentiality, Project Planning, Expense Reports, Outlook, System Administration, Administration, Leadership, Office Management, Software Documentation, Training, Access, Invoicing, PowerPoint, Administrative..., Microsoft Word, Payroll, Human Resources, Microsoft Excel, Employee Relations
Education
University of Phoenix 2014 — 2017
Bachelor's degree, Business
NYC Technical College 1988 — 1989
John Adams High School 1984 — 1988
Diploma
Confidential June 2014 - November 2014
Academy of the City Charter School May 2011 - August 2012
Langenscheidt Publishing Group August 2007 - April 2010
Saks 5th Ave July 2001 - January 2007
Morgan Stanley January 1998 - July 2001
Skills
Microsoft Office, Budgets, Customer Service, Time Management, Management, Calendars, Travel Arrangements, Marketing, Confidentiality, Project Planning, Expense Reports, Outlook, System Administration, Administration, Leadership, Office Management, Software Documentation, Training, Access, Invoicing, PowerPoint, Administrative..., Microsoft Word, Payroll, Human Resources, Microsoft Excel, Employee Relations
Education
University of Phoenix 2014 — 2017
Bachelor's degree, Business
NYC Technical College 1988 — 1989
John Adams High School 1984 — 1988
Diploma
Young Jee Young Jee's Morgan Stanley Experience July 2007 - August 2008
Job MBA, The Wharton School
Industry Investment Management
Experience
Citadel LLC June 2013 - August 2013
SAC Capital August 2008 - January 2012
Morgan Stanley July 2007 - August 2008
Morgan Stanley June 2006 - August 2006
Merrill Lynch November 2005 - March 2006
Weaver Capital Management September 2004 - October 2005
MetLife Insurance Korea June 2004 - August 2004
Skills
Hedge Funds, Financial Modeling, Valuation, Investment Banking, Bloomberg, Asset Managment, Equity Research, Private Equity, Equities, Capital Markets, Asset Management, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2003 — 2007
Bachelors, Finance, Accounting, Minor in Psychology
Citadel LLC June 2013 - August 2013
SAC Capital August 2008 - January 2012
Morgan Stanley July 2007 - August 2008
Morgan Stanley June 2006 - August 2006
Merrill Lynch November 2005 - March 2006
Weaver Capital Management September 2004 - October 2005
MetLife Insurance Korea June 2004 - August 2004
Skills
Hedge Funds, Financial Modeling, Valuation, Investment Banking, Bloomberg, Asset Managment, Equity Research, Private Equity, Equities, Capital Markets, Asset Management, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2003 — 2007
Bachelors, Finance, Accounting, Minor in Psychology
Roni Luo Roni Luo's Morgan Stanley Experience June 2014 - Present
Job Business Analyst at McKinsey & Company
Industry Financial Services
Experience
McKinsey & Company August 2015 - Present
Morgan Stanley June 2014 - Present
Snider Entrepreneurial Research Center January 2013 - May 2014
Molson Coors Canada May 2013 - August 2013
Mill Street Brewery May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Java, HTML, Research, Social Media, Windows, Teamwork, Data Analysis
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (B.S.), Finance & Marketing, 3.90 / 4.00
Victoria Park C.I. 2007 — 2011
High School, International Baccalaureate
McKinsey & Company August 2015 - Present
Morgan Stanley June 2014 - Present
Snider Entrepreneurial Research Center January 2013 - May 2014
Molson Coors Canada May 2013 - August 2013
Mill Street Brewery May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Java, HTML, Research, Social Media, Windows, Teamwork, Data Analysis
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (B.S.), Finance & Marketing, 3.90 / 4.00
Victoria Park C.I. 2007 — 2011
High School, International Baccalaureate
William J. Meagher, Jr. CIMA William J. Meagher, Jr. CIMA's Morgan Stanley Experience 1994 - 2000
Job Senior Vice President at Wells Fargo The Private Bank
Industry Financial Services
Experience
Wells Fargo - The Private Bank September 2008 - Present
Millennium Wealth Management August 2006 - September 2008
UBS Wealth Management 2000 - 2006
Morgan Stanley 1994 - 2000
Legg Mason 1989 - 1994
MetLife Financial Services 1987 - 1989
Skills
Wealth Management, Financial Advisory, Investment Management, CRM, Retirement Planning, Trust Services, Credit Analysis, Portfolio Management, Credit, Small Business, Estate Planning, Strategic Financial..., Series 7, High Net Worth..., Loans, Strategy, Banking, Asset Allocation, Mortgage Lending, Investments, Management
Education
The Wharton School of Business
Certified Investment Management Analyst (CIMA) Certificate Program
University of the Sciences in Philadelphia 1981 — 1985
St John Neumann HS
Wells Fargo - The Private Bank September 2008 - Present
Millennium Wealth Management August 2006 - September 2008
UBS Wealth Management 2000 - 2006
Morgan Stanley 1994 - 2000
Legg Mason 1989 - 1994
MetLife Financial Services 1987 - 1989
Skills
Wealth Management, Financial Advisory, Investment Management, CRM, Retirement Planning, Trust Services, Credit Analysis, Portfolio Management, Credit, Small Business, Estate Planning, Strategic Financial..., Series 7, High Net Worth..., Loans, Strategy, Banking, Asset Allocation, Mortgage Lending, Investments, Management
Education
The Wharton School of Business
Certified Investment Management Analyst (CIMA) Certificate Program
University of the Sciences in Philadelphia 1981 — 1985
St John Neumann HS
Taeho Kang Taeho Kang's Morgan Stanley Experience 2006 - 2011
Job Associate Investment Officer at IFC International Finance Corporation
Industry Venture Capital & Private Equity
Experience
IFC - International Finance Corporation September 2013 - Present
The Wharton School August 2011 - May 2013
Morgan Stanley 2006 - 2011
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Venture Capital, Corporate Finance, Due Diligence, Equities, Investments, Capital Markets, Financial Analysis, Emerging Markets, Mergers, DCF, Equity Research, IPO, LBO, Finance, Mergers
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Finance, General
Yonsei University 2000 — 2007
BA, Business Administration
IFC - International Finance Corporation September 2013 - Present
The Wharton School August 2011 - May 2013
Morgan Stanley 2006 - 2011
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Venture Capital, Corporate Finance, Due Diligence, Equities, Investments, Capital Markets, Financial Analysis, Emerging Markets, Mergers, DCF, Equity Research, IPO, LBO, Finance, Mergers
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Finance, General
Yonsei University 2000 — 2007
BA, Business Administration
Nick Normile's Morgan Stanley Experience June 2014 - August 2014
Job Senior at the Wharton School
Industry Venture Capital & Private Equity
Experience
LLR Partners May 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Vector Capital May 2013 - August 2013
Pivotal Business Solutions February 2012 - January 2013
76 Capital Partners LLC March 2012 - August 2012
Rubin Goldman and Associates June 2011 - August 2011
Skills
Social Media, Entrepreneurship, Social Media Marketing, Marketing Strategy, Public Speaking, Photoshop, Market Research, Start-ups, Venture Capital, Research, Marketing, Business Strategy, Public Relations
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Business
LLR Partners May 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Vector Capital May 2013 - August 2013
Pivotal Business Solutions February 2012 - January 2013
76 Capital Partners LLC March 2012 - August 2012
Rubin Goldman and Associates June 2011 - August 2011
Skills
Social Media, Entrepreneurship, Social Media Marketing, Marketing Strategy, Public Speaking, Photoshop, Market Research, Start-ups, Venture Capital, Research, Marketing, Business Strategy, Public Relations
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Business
Marie Melinda Norris Marie Melinda Norris's Morgan Stanley Experience 2001 - 2005
Job VP Marketing Communications at Piermont Services
Industry Broadcast Media
Experience
Piermont Services 2005 - Present
Morgan Stanley 2001 - 2005
Aramark Healthcare 1995 - 2001
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Program Management, Strategic Communications, Corporate Communications, Online Marketing
Education
University of Pennsylvania - The Wharton School
Bachelor’s Degree, Finance and Financial Management Services
Piermont Services 2005 - Present
Morgan Stanley 2001 - 2005
Aramark Healthcare 1995 - 2001
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Program Management, Strategic Communications, Corporate Communications, Online Marketing
Education
University of Pennsylvania - The Wharton School
Bachelor’s Degree, Finance and Financial Management Services
Monica Castaneda's Morgan Stanley Experience June 2009 - August 2009
Job IBD Management and Strategy Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 2015 - Present
Goldman Sachs August 2014 - August 2015
Goldman Sachs June 2012 - July 2014
Wharton Operations Department January 2010 - May 2012
Goldman Sachs June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Student Federal Credit Union September 2008 - December 2009
Morgan Stanley June 2009 - August 2009
Student Federal Credit Union February 2009 - May 2009
Student Federal Credit Union September 2008 - January 2009
Skills
Spanish, Research, Accounting, Strategy, Business Valuation, Corporate Finance, Investment Banking, Latin America, FIG, Analysis, Financial Modeling, Management
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Finance &OPIM
Rosa-Bell School 2000 — 2012
High-school, Valedictorian
MLT
MLT
Goldman Sachs August 2015 - Present
Goldman Sachs August 2014 - August 2015
Goldman Sachs June 2012 - July 2014
Wharton Operations Department January 2010 - May 2012
Goldman Sachs June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Student Federal Credit Union September 2008 - December 2009
Morgan Stanley June 2009 - August 2009
Student Federal Credit Union February 2009 - May 2009
Student Federal Credit Union September 2008 - January 2009
Skills
Spanish, Research, Accounting, Strategy, Business Valuation, Corporate Finance, Investment Banking, Latin America, FIG, Analysis, Financial Modeling, Management
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Finance &OPIM
Rosa-Bell School 2000 — 2012
High-school, Valedictorian
MLT
MLT
Matthew Pincus, CFA Matthew Pincus, CFA's Morgan Stanley Experience August 2004 - November 2007
Job Associate Director at SNL Financial
Industry Financial Services
Experience
SNL Financial February 2009 - Present
Morgan Stanley August 2004 - November 2007
Morgan Stanley July 2002 - August 2004
Skills
Relationship Management, Account Management, Client Services, Client Development, Generating Revenue, Business Development, Customer Segmentation..., Talent Management, Compensation Structures, Contract Negotiation, Fixed Income, Bonds, Capital Markets, Securities, Trading, CRM, Product Marketing
Education
University of Pennsylvania - The Wharton School 1998 — 2002
B.S. Econ, Finance, American Public Policy
Winston Churchill High School 1994 — 1998
SNL Financial February 2009 - Present
Morgan Stanley August 2004 - November 2007
Morgan Stanley July 2002 - August 2004
Skills
Relationship Management, Account Management, Client Services, Client Development, Generating Revenue, Business Development, Customer Segmentation..., Talent Management, Compensation Structures, Contract Negotiation, Fixed Income, Bonds, Capital Markets, Securities, Trading, CRM, Product Marketing
Education
University of Pennsylvania - The Wharton School 1998 — 2002
B.S. Econ, Finance, American Public Policy
Winston Churchill High School 1994 — 1998
Sajid Zaidi's Morgan Stanley Experience August 2002 - Present
Job Head Global CLO New Issue and SPG Structuring at Morgan Stanley
Industry Banking
Experience
Morgan Stanley August 2002 - Present
Citigroup February 1994 - July 2000
Skills
Fixed Income, Structured Finance
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Institute of Business Administration, University of Karachi 1990 — 1993
BBA, Finance
Morgan Stanley August 2002 - Present
Citigroup February 1994 - July 2000
Skills
Fixed Income, Structured Finance
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Institute of Business Administration, University of Karachi 1990 — 1993
BBA, Finance
Andrea Contrades's Morgan Stanley Experience October 2005 - October 2009
Job
Industry Financial Services
Experience
Vistage International December 2009 - May 2011
Morgan Stanley October 2005 - October 2009
University of Phoenix August 2004 - October 2005
Skills
Team Building, Leadership, Coaching, Salesforce.com, Customer Service, Sales, Microsoft Excel, CRM
Education
University of Phoenix 2005 — 2007
MBA
Vistage International December 2009 - May 2011
Morgan Stanley October 2005 - October 2009
University of Phoenix August 2004 - October 2005
Skills
Team Building, Leadership, Coaching, Salesforce.com, Customer Service, Sales, Microsoft Excel, CRM
Education
University of Phoenix 2005 — 2007
MBA
Matt Blank's Morgan Stanley Experience 2008 - 2010
Job CoFounder at Blank Property Group and Higley Homes
Industry Real Estate
Experience
Blank Property Group and Higley Homes 2011 - Present
Long Pond Capital 2010 - 2012
Morgan Stanley 2008 - 2010
JD/MBA Program 2004 - 2008
Skills
Valuation, Financial Modeling, Private Equity, Investments, Financial Analysis, Due Diligence, Entrepreneurship, Corporate Finance, Investment Banking, Social Media, Business Strategy, Asset Management, Marketing Strategy, Real Estate, Mergers & Acquisitions, Capital Markets, Venture Capital, Market Research, Strategy, Marketing
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Blank Property Group and Higley Homes 2011 - Present
Long Pond Capital 2010 - 2012
Morgan Stanley 2008 - 2010
JD/MBA Program 2004 - 2008
Skills
Valuation, Financial Modeling, Private Equity, Investments, Financial Analysis, Due Diligence, Entrepreneurship, Corporate Finance, Investment Banking, Social Media, Business Strategy, Asset Management, Marketing Strategy, Real Estate, Mergers & Acquisitions, Capital Markets, Venture Capital, Market Research, Strategy, Marketing
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Jamey Mascaro's Morgan Stanley Experience June 1999 - April 2006
Job Accountant
Industry Accounting
Experience
Intrepid Potash August 2014 - Present
WorldStrides November 2013 - July 2014
Kenworth Sales Co, Inc. April 2010 - June 2013
Wells Fargo February 2009 - October 2009
Data Systems International September 2007 - January 2009
Medallion Bank April 2006 - March 2007
Compusys 2006 - 2007
Morgan Stanley June 1999 - April 2006
Skills
Fixed Assets, Accounting, Accounts Payable, Financial Reporting, Reconciliation, Accounts Receivable, Ledger, Journal Entries, General Ledger, Cash Flow, Account Reconciliation, Payroll, Excel, Budgeting, Microsoft Excel, Tax Preparation, Variance Analysis, GAAP, Budgets, Accruals, Auditing, Financial Accounting, Internal Controls, Bank Reconciliation, Financial Statements
Education
Westminster College 2011 — 2012
Master of Accountancy, Accounting
University of Phoenix 2004 — 2006
Bachelors, Accounting
Intrepid Potash August 2014 - Present
WorldStrides November 2013 - July 2014
Kenworth Sales Co, Inc. April 2010 - June 2013
Wells Fargo February 2009 - October 2009
Data Systems International September 2007 - January 2009
Medallion Bank April 2006 - March 2007
Compusys 2006 - 2007
Morgan Stanley June 1999 - April 2006
Skills
Fixed Assets, Accounting, Accounts Payable, Financial Reporting, Reconciliation, Accounts Receivable, Ledger, Journal Entries, General Ledger, Cash Flow, Account Reconciliation, Payroll, Excel, Budgeting, Microsoft Excel, Tax Preparation, Variance Analysis, GAAP, Budgets, Accruals, Auditing, Financial Accounting, Internal Controls, Bank Reconciliation, Financial Statements
Education
Westminster College 2011 — 2012
Master of Accountancy, Accounting
University of Phoenix 2004 — 2006
Bachelors, Accounting
Peter Sotoloff's Morgan Stanley Experience 2002 - 2004
Job Managing Member & CIO Mack Real Estate Credit Strategies
Industry Real Estate
Experience
Mack Real Estate Credit Strategies October 2014 - Present
The Blackstone Group October 2007 - June 2014
Tribeca Associates, LLC 2004 - 2007
Morgan Stanley 2002 - 2004
Goldman Sachs & Co. 2000 - 2002
Skills
Principal Investing, CMBS, Special Situations, Mezzanine, High Yield, LBO, CDO, Investment Banking, MBS, Hedge Funds, Private Equity, Valuation, Capital Markets, Alternative Investments, Securitization, Equities, Capital Raising, Private Placements, Debt Restructuring, Financial Structuring, Structured Finance, Finance, Real Estate Financing, Mergers & Acquisitions, Asset Management, Real Estate, Due Diligence, Funding, Loans, Investments, Acquisitions, Real Estate Private..., Investment Properties, Real Estate Economics, Leveraged Finance, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Bachelor of Science (BS), Finance, Real Estate Finance, Management
Mack Real Estate Credit Strategies October 2014 - Present
The Blackstone Group October 2007 - June 2014
Tribeca Associates, LLC 2004 - 2007
Morgan Stanley 2002 - 2004
Goldman Sachs & Co. 2000 - 2002
Skills
Principal Investing, CMBS, Special Situations, Mezzanine, High Yield, LBO, CDO, Investment Banking, MBS, Hedge Funds, Private Equity, Valuation, Capital Markets, Alternative Investments, Securitization, Equities, Capital Raising, Private Placements, Debt Restructuring, Financial Structuring, Structured Finance, Finance, Real Estate Financing, Mergers & Acquisitions, Asset Management, Real Estate, Due Diligence, Funding, Loans, Investments, Acquisitions, Real Estate Private..., Investment Properties, Real Estate Economics, Leveraged Finance, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Bachelor of Science (BS), Finance, Real Estate Finance, Management
David Spadea's Morgan Stanley Experience 2002 - 2004
Job Vice President, Cloud Core Development, Engineering at TD
Industry Computer Software
Experience
TD January 2015 - Present
Bloomberg LP October 2013 - December 2014
Bloomberg LP March 2012 - October 2013
Goldman Sachs June 2010 - February 2012
Spadea Enterprises, Inc June 2005 - December 2010
Goldman Sachs August 2008 - May 2010
Bear Stearns June 2007 - July 2008
UBS Warburg 2005 - 2007
Citco Fund Services 2004 - 2005
Morgan Stanley 2002 - 2004
Skills
Perl, Sybase, Software Development, SDLC, Linux, SQL, Fixed Income, Ruby, Apache, Shell Scripting, Production Support, Unix, Java, Prime Brokerage, Electronic Trading, Ruby on Rails, Financial Services, Agile Methodologies, Oracle, Cloud Computing, Market Data, PostgreSQL, Distributed Systems, Risk Management, Investment Banking, Derivatives, Equity Derivatives, Credit Derivatives, DB2, MySQL, Virtualization, Amazon Web Services..., Unix Shell Scripting, Private Cloud, OpenStack, Amazon S3, Amazon EC2, Amazon CloudFront
Education
University of Phoenix 2007 — 2009
Pennsylvania State University, School of Engineering 1997 — 2000
Computer Science, Information Science and Technology
North Pocono High School 1993 — 1997
TD January 2015 - Present
Bloomberg LP October 2013 - December 2014
Bloomberg LP March 2012 - October 2013
Goldman Sachs June 2010 - February 2012
Spadea Enterprises, Inc June 2005 - December 2010
Goldman Sachs August 2008 - May 2010
Bear Stearns June 2007 - July 2008
UBS Warburg 2005 - 2007
Citco Fund Services 2004 - 2005
Morgan Stanley 2002 - 2004
Skills
Perl, Sybase, Software Development, SDLC, Linux, SQL, Fixed Income, Ruby, Apache, Shell Scripting, Production Support, Unix, Java, Prime Brokerage, Electronic Trading, Ruby on Rails, Financial Services, Agile Methodologies, Oracle, Cloud Computing, Market Data, PostgreSQL, Distributed Systems, Risk Management, Investment Banking, Derivatives, Equity Derivatives, Credit Derivatives, DB2, MySQL, Virtualization, Amazon Web Services..., Unix Shell Scripting, Private Cloud, OpenStack, Amazon S3, Amazon EC2, Amazon CloudFront
Education
University of Phoenix 2007 — 2009
Pennsylvania State University, School of Engineering 1997 — 2000
Computer Science, Information Science and Technology
North Pocono High School 1993 — 1997
William Gaunt's Morgan Stanley Experience 2007 - Present
Job Student at University of Pennsylvania The Wharton School
Industry Law Practice
Experience
Morgan Stanley 2007 - Present
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Morgan Stanley 2007 - Present
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Sam Nayden's Morgan Stanley Experience January 2014 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley May 2011 - January 2014
Merrill Lynch April 2002 - April 2011
Lehman Brothers 2000 - 2002
Skills
Investment Banking, Equities, Capital Markets, Financial Modeling, Valuation, Investments, Strategy, Private Equity, Corporate Finance, Fixed Income, Derivatives, Hedge Funds, Alternative Investments, Due Diligence, Growth Capital, Mergers & Acquisitions, Board of Directors
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 1996 — 2000
BS, Finance / Account
Morgan Stanley January 2014 - Present
Morgan Stanley May 2011 - January 2014
Merrill Lynch April 2002 - April 2011
Lehman Brothers 2000 - 2002
Skills
Investment Banking, Equities, Capital Markets, Financial Modeling, Valuation, Investments, Strategy, Private Equity, Corporate Finance, Fixed Income, Derivatives, Hedge Funds, Alternative Investments, Due Diligence, Growth Capital, Mergers & Acquisitions, Board of Directors
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 1996 — 2000
BS, Finance / Account
Kelly Berner's Morgan Stanley Experience October 2000 - April 2003
Job Homemaker
Industry Financial Services
Experience
Michigan Community Insurance Agency May 2004 - October 2005
American Benefit Consultants May 2003 - April 2004
Morgan Stanley October 2000 - April 2003
Merrill Lynch May 1999 - October 2000
Skills
Entrepreneurship, Marketing Management, Marketing Communications
Education
University of Phoenix 2002 — 2005
Michigan Community Insurance Agency May 2004 - October 2005
American Benefit Consultants May 2003 - April 2004
Morgan Stanley October 2000 - April 2003
Merrill Lynch May 1999 - October 2000
Skills
Entrepreneurship, Marketing Management, Marketing Communications
Education
University of Phoenix 2002 — 2005
Steve A. Williams's Morgan Stanley Experience January 1998 - July 2001
Job Lead Software Engineer at Blade Financial
Industry Information Technology and Services
Experience
Blade Financial July 2014 - Present
Trefoil Technology October 2008 - Present
TSYS Prepaid 2004 - 2007
Morgan Stanley January 1998 - July 2001
Skills
Strategic Partnerships, Start-ups, Analytics, Vendor Management, Product Development, Process Improvement, Management, Apache, Linux, Business Analysis, Payment Systems, Mobile Payments, Unix, Credit Cards, Product Management, Social Media Marketing, Music Production, Music Education, Piano, Musical Directing, Songwriting, Song Production, PHP, Web Design, Web Development, Web Application Design, Web Application Security, Database Design, Database Administration, Photoshop, Illustrator, Digital Illustration, Digital Photography, Flash Animation, Web Architecture, Information Technology, Art Direction, Dreamweaver, Java, JavaScript, C++, AJAX, Advertising, Web Marketing, Software Development, Software Project..., Electrical Engineering, E-commerce, Payments, Cards
Education
University of Phoenix
BSIT
New York City College of Technology
A.A.S
Blade Financial July 2014 - Present
Trefoil Technology October 2008 - Present
TSYS Prepaid 2004 - 2007
Morgan Stanley January 1998 - July 2001
Skills
Strategic Partnerships, Start-ups, Analytics, Vendor Management, Product Development, Process Improvement, Management, Apache, Linux, Business Analysis, Payment Systems, Mobile Payments, Unix, Credit Cards, Product Management, Social Media Marketing, Music Production, Music Education, Piano, Musical Directing, Songwriting, Song Production, PHP, Web Design, Web Development, Web Application Design, Web Application Security, Database Design, Database Administration, Photoshop, Illustrator, Digital Illustration, Digital Photography, Flash Animation, Web Architecture, Information Technology, Art Direction, Dreamweaver, Java, JavaScript, C++, AJAX, Advertising, Web Marketing, Software Development, Software Project..., Electrical Engineering, E-commerce, Payments, Cards
Education
University of Phoenix
BSIT
New York City College of Technology
A.A.S
Robert Milne's Morgan Stanley Experience July 2007 - November 2008
Job Vice President, AllianceBernstein Real Estate
Industry Real Estate
Experience
AllianceBernstein November 2012 - Present
Vornado Realty Trust May 2009 - October 2012
Morgan Stanley July 2007 - November 2008
The Walt Disney Company May 2006 - September 2006
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Finance & Management
AllianceBernstein November 2012 - Present
Vornado Realty Trust May 2009 - October 2012
Morgan Stanley July 2007 - November 2008
The Walt Disney Company May 2006 - September 2006
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Finance & Management
Scarlett Brillet O'Sullivan's Morgan Stanley Experience 1991 - 1993
Job
Industry Venture Capital & Private Equity
Experience
SoftBank Capital June 2012 - Present
SoftBank China & India Holdings March 2007 - Present
Gilt Groupe July 2014 - Present
Chloe + Isabel June 2014 - Present
PayActiv November 2013 - Present
Schoola June 2011 - Present
Punch Entertainment September 2010 - December 2012
Robertson Stephens 1993 - 2001
Morgan Stanley 1991 - 1993
Education
University of Pennsylvania - The Wharton School
MBA
Yale University
BS Economics
SoftBank Capital June 2012 - Present
SoftBank China & India Holdings March 2007 - Present
Gilt Groupe July 2014 - Present
Chloe + Isabel June 2014 - Present
PayActiv November 2013 - Present
Schoola June 2011 - Present
Punch Entertainment September 2010 - December 2012
Robertson Stephens 1993 - 2001
Morgan Stanley 1991 - 1993
Education
University of Pennsylvania - The Wharton School
MBA
Yale University
BS Economics
Monica Maza Rocha's Morgan Stanley Experience March 2015 - Present
Job VP Operational Risk Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
JPMorgan Chase August 2005 - March 2015
JPMorganChase May 2003 - August 2005
JPMorganChase February 2000 - May 2003
Skills
Mortgage Banking, Mortgage Lending, Credit, Loans, Capital Markets, Banking, Loan Origination, Financial Risk, Portfolio Management, Operational Risk
Education
Montclair State University
Bachelor of Science (BS), Concentration in International Business & Marketing
University of Phoenix
MBA, Global Management
Morgan Stanley March 2015 - Present
JPMorgan Chase August 2005 - March 2015
JPMorganChase May 2003 - August 2005
JPMorganChase February 2000 - May 2003
Skills
Mortgage Banking, Mortgage Lending, Credit, Loans, Capital Markets, Banking, Loan Origination, Financial Risk, Portfolio Management, Operational Risk
Education
Montclair State University
Bachelor of Science (BS), Concentration in International Business & Marketing
University of Phoenix
MBA, Global Management
Alison Kline's Morgan Stanley Experience October 1991 - Present
Job Portfolio Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 1991 - Present
Skills
Series 7, Series 63, series 66, Series 31, Asset Management, Uniform Combined State..., FINRA
Education
Univerity of Phoenix 2004 — 2010
Bachelor of Science (BS), Business Management
University of Phoenix
Morgan Stanley October 1991 - Present
Skills
Series 7, Series 63, series 66, Series 31, Asset Management, Uniform Combined State..., FINRA
Education
Univerity of Phoenix 2004 — 2010
Bachelor of Science (BS), Business Management
University of Phoenix
Victor Stejskal's Morgan Stanley Experience February 2008 - August 2008
Job Business Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2008 - Present
Morgan Stanley February 2008 - August 2008
Morgan Stanley March 2006 - August 2008
Morgan Stanley July 2005 - March 2006
Morgan Stanley 2005 - 2005
Skills
Business Intelligence, Microsoft Office, Excel, Forecasting Models, Avaya PBX, CTI, Microsoft SQL Server, Contact Centre..., Contact Center..., Financial Analysis, Microsoft Excel, Call Centers, Forecasting, Leadership, Business Analysis, Vendor Management, Strategic Planning, Avaya, Integration, Risk Management, Project Management, Management
Education
Westminster College 2009 — 2011
MBA, Finance
University of Phoenix 2004 — 2007
Bachelors, Business Finance
Morgan Stanley Smith Barney August 2008 - Present
Morgan Stanley February 2008 - August 2008
Morgan Stanley March 2006 - August 2008
Morgan Stanley July 2005 - March 2006
Morgan Stanley 2005 - 2005
Skills
Business Intelligence, Microsoft Office, Excel, Forecasting Models, Avaya PBX, CTI, Microsoft SQL Server, Contact Centre..., Contact Center..., Financial Analysis, Microsoft Excel, Call Centers, Forecasting, Leadership, Business Analysis, Vendor Management, Strategic Planning, Avaya, Integration, Risk Management, Project Management, Management
Education
Westminster College 2009 — 2011
MBA, Finance
University of Phoenix 2004 — 2007
Bachelors, Business Finance
Patricia Clermont's Morgan Stanley Experience May 1999 - July 2010
Job Program Manager Financial Services at InComm
Industry Information Technology and Services
Experience
InComm August 2015 - Present
Insight Global August 2014 - August 2015
Verizon July 2010 - June 2014
Morgan Stanley May 1999 - July 2010
Skills
SDLC, Enterprise Architecture, Integration, Disaster Recovery, IT Strategy, Telecommunications, Program Management, Vendor Management, VoIP, Management, ITIL, Data Center, Project Management
Education
University of Phoenix 2015 — 2017
Master of Business Administration (MBA), Project Management
University of Phoenix 2010 — 2013
Bachelor of Science (BS), Business Information Systems
University of Phoenix 2008 — 2010
Associate of Arts (AA), Business Administration and Management, General
InComm August 2015 - Present
Insight Global August 2014 - August 2015
Verizon July 2010 - June 2014
Morgan Stanley May 1999 - July 2010
Skills
SDLC, Enterprise Architecture, Integration, Disaster Recovery, IT Strategy, Telecommunications, Program Management, Vendor Management, VoIP, Management, ITIL, Data Center, Project Management
Education
University of Phoenix 2015 — 2017
Master of Business Administration (MBA), Project Management
University of Phoenix 2010 — 2013
Bachelor of Science (BS), Business Information Systems
University of Phoenix 2008 — 2010
Associate of Arts (AA), Business Administration and Management, General
Deborah Brichta, CEP's Morgan Stanley Experience January 2012 - Present
Job VP, Line of Business Manager for Global Stock Plan Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley Smith Barney 1995 - Present
Citigroup August 1995 - January 2012
Citigroup August 2001 - October 2005
AST StockPlan, Inc. February 1998 - August 2001
StockPlan, Inc. August 1997 - February 1998
Skills
Financial Services, Equities, Management, Risk Management, Business Analysis, Securities, Vendor Management, Project Management, Leadership, Series 7, Mergers, Operations Management, Process Improvement, Project Planning, Training, Investments, Portfolio Management
Education
University of Phoenix 2007 — 2010
Bachelor, Business Management
Morgan Stanley January 2012 - Present
Morgan Stanley Smith Barney 1995 - Present
Citigroup August 1995 - January 2012
Citigroup August 2001 - October 2005
AST StockPlan, Inc. February 1998 - August 2001
StockPlan, Inc. August 1997 - February 1998
Skills
Financial Services, Equities, Management, Risk Management, Business Analysis, Securities, Vendor Management, Project Management, Leadership, Series 7, Mergers, Operations Management, Process Improvement, Project Planning, Training, Investments, Portfolio Management
Education
University of Phoenix 2007 — 2010
Bachelor, Business Management
Barbara Prince's Morgan Stanley Experience January 1999 - February 2005
Job Professional Client Service Representative
Industry Financial Services
Experience
Habif, Arogeti & Wynne,LLP/Tegra Financial Partners January 2009 - April 2011
McCamish Systems LLC January 2007 - July 2008
Lord Abbett January 2005 - January 2007
Morgan Stanley January 1999 - February 2005
Skills
Customer Relations, Quality Assurance, Supervisory Skills, Financial Operations, Client Services, Leadership, Call Centers, Mutual Funds, Financial Services, Process Improvement, Analysis, Team Building, Employee Relations, Retirement, Microsoft Office
Education
University of Phoenix 2003 — 2005
MBA, Business Administration and Technology Management
City College of New York 1990 — 1996
BA, History
Habif, Arogeti & Wynne,LLP/Tegra Financial Partners January 2009 - April 2011
McCamish Systems LLC January 2007 - July 2008
Lord Abbett January 2005 - January 2007
Morgan Stanley January 1999 - February 2005
Skills
Customer Relations, Quality Assurance, Supervisory Skills, Financial Operations, Client Services, Leadership, Call Centers, Mutual Funds, Financial Services, Process Improvement, Analysis, Team Building, Employee Relations, Retirement, Microsoft Office
Education
University of Phoenix 2003 — 2005
MBA, Business Administration and Technology Management
City College of New York 1990 — 1996
BA, History
Monali Jhaveri's Morgan Stanley Experience 2003 - 2005
Job Research Analyst at Sanders Capital
Industry Investment Management
Experience
Sanders Capital January 2011 - Present
McKinsey & Company September 2009 - December 2010
Fidelity Investments June 2008 - August 2008
McKinsey & Company 2005 - 2007
Morgan Stanley 2003 - 2005
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
Yale University 1999 — 2003
Bachelor's degree, Economics
Sanders Capital January 2011 - Present
McKinsey & Company September 2009 - December 2010
Fidelity Investments June 2008 - August 2008
McKinsey & Company 2005 - 2007
Morgan Stanley 2003 - 2005
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
Yale University 1999 — 2003
Bachelor's degree, Economics
Nina Neer's Morgan Stanley Experience October 1988 - June 1999
Job Vice President at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs August 2011 - Present
Goldman Sachs January 2009 - August 2011
Credit Suisse May 2006 - January 2009
JP Morgan 1999 - 2005
Morgan Stanley October 1988 - June 1999
American Management Systems (AMS) September 1986 - October 1988
Skills
Fixed Income, Trading Systems, Investment Banking, Equities, Derivatives
Education
University of Pennsylvania - The Wharton School 1982 — 1986
BSE, Decision Science
Goldman Sachs August 2011 - Present
Goldman Sachs January 2009 - August 2011
Credit Suisse May 2006 - January 2009
JP Morgan 1999 - 2005
Morgan Stanley October 1988 - June 1999
American Management Systems (AMS) September 1986 - October 1988
Skills
Fixed Income, Trading Systems, Investment Banking, Equities, Derivatives
Education
University of Pennsylvania - The Wharton School 1982 — 1986
BSE, Decision Science
Neil Sheth's Morgan Stanley Experience July 1993 - July 1995
Job Public/Private Markets Investor
Industry Investment Management
Experience
Berkshire Partners October 2006 - July 2008
M/C Venture Partners September 1998 - July 2006
M/C Partners 1998 - 2006
General Atlantic Partners February 1996 - July 1998
General Atlantic Parnters 1996 - 1998
Morgan Stanley July 1993 - July 1995
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Finance and Management
Berkshire Partners October 2006 - July 2008
M/C Venture Partners September 1998 - July 2006
M/C Partners 1998 - 2006
General Atlantic Partners February 1996 - July 1998
General Atlantic Parnters 1996 - 1998
Morgan Stanley July 1993 - July 1995
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Finance and Management
April Drew's Morgan Stanley Experience May 2006 - May 2008
Job Management Consulting Professional
Industry Management Consulting
Experience
Broadridge May 2008 - July 2008
Morgan Stanley May 2006 - May 2008
Bristol-Myers Squibb July 2005 - April 2006
AIG January 2005 - July 2005
Prince George's County Municipal Court October 2004 - December 2004
Prudential Financial March 1995 - August 2004
Education
University of Phoenix 2008 — 2010
MBA, Marketing & International Communications
University of DeVry 2002 — 2004
Bachelors of Science, Network Communications Management
University of Devry 2002 — 2003
Associates, Telecommunications
University of DeVry 1997 — 2000
Associates, Computer Science
PMI 1998 — 1999
Certificate, Project Management Professional
Broadridge May 2008 - July 2008
Morgan Stanley May 2006 - May 2008
Bristol-Myers Squibb July 2005 - April 2006
AIG January 2005 - July 2005
Prince George's County Municipal Court October 2004 - December 2004
Prudential Financial March 1995 - August 2004
Education
University of Phoenix 2008 — 2010
MBA, Marketing & International Communications
University of DeVry 2002 — 2004
Bachelors of Science, Network Communications Management
University of Devry 2002 — 2003
Associates, Telecommunications
University of DeVry 1997 — 2000
Associates, Computer Science
PMI 1998 — 1999
Certificate, Project Management Professional
Rick Ammar's Morgan Stanley Experience 2007 - 2007
Job Vice President Special Situations Investments
Industry Investment Management
Experience
Family Office Investing 2012 - 2014
Perry Capital 2010 - 2012
Goldman Sachs 2008 - 2010
Morgan Stanley 2007 - 2007
Morgan Stanley 2006 - 2006
UBS 2005 - 2005
Education
University of Pennsylvania - The Wharton School
Bachelor's Degree, Finance
Whitney Young High School
Family Office Investing 2012 - 2014
Perry Capital 2010 - 2012
Goldman Sachs 2008 - 2010
Morgan Stanley 2007 - 2007
Morgan Stanley 2006 - 2006
UBS 2005 - 2005
Education
University of Pennsylvania - The Wharton School
Bachelor's Degree, Finance
Whitney Young High School
Mary R. McCarthy's Morgan Stanley Experience 1981 - 1988
Job Principal, Untitled Solutions
Industry Financial Services
Experience
Hines January 2006 - February 2015
McCarthy Partners, Inc. 2002 - January 2006
CB Richard Ellis Investors December 1999 - February 2002
Security Capital Markets Group Incorporated 1998 - 1999
Clarion Partners LLC 1993 - 1998
Morgan Stanley 1981 - 1988
Skills
Capital Markets, Financial Structuring, Joint Ventures, Presentations, Public Speaking, Design Thinking, Series 24, Series 7
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
University of Pennsylvania - School of Design
Master of Architecture (M.Arch.), Architecture
University of Virginia - School of Architecture
Bachelor of Science (BS), Architecture
Hines January 2006 - February 2015
McCarthy Partners, Inc. 2002 - January 2006
CB Richard Ellis Investors December 1999 - February 2002
Security Capital Markets Group Incorporated 1998 - 1999
Clarion Partners LLC 1993 - 1998
Morgan Stanley 1981 - 1988
Skills
Capital Markets, Financial Structuring, Joint Ventures, Presentations, Public Speaking, Design Thinking, Series 24, Series 7
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
University of Pennsylvania - School of Design
Master of Architecture (M.Arch.), Architecture
University of Virginia - School of Architecture
Bachelor of Science (BS), Architecture
Sam Oh, CPA CFA's Morgan Stanley Experience 1998 - 2008
Job Founder, Mountain Capital
Industry Investment Management
Experience
Mountain Capital Mananagment July 2015 - Present
Apollo Management April 2008 - December 2014
Morgan Stanley 1998 - 2008
HSBC Securities 1997 - 1999
Lehman Brothers 1994 - 1996
Price Waterhouse 1992 - 1994
Education
Yale University - Yale School of Management 1997 — 1999
MBA, Accounting and Finance
University of Pennsylvania - The Wharton School 1988 — 1992
B.Sc., Accounting & Finance
Mountain Capital Mananagment July 2015 - Present
Apollo Management April 2008 - December 2014
Morgan Stanley 1998 - 2008
HSBC Securities 1997 - 1999
Lehman Brothers 1994 - 1996
Price Waterhouse 1992 - 1994
Education
Yale University - Yale School of Management 1997 — 1999
MBA, Accounting and Finance
University of Pennsylvania - The Wharton School 1988 — 1992
B.Sc., Accounting & Finance
Renee Diggs's Morgan Stanley Experience July 2010 - Present
Job Sr. Property Tax Analyst at The Linde Group
Industry Banking
Experience
The Linde Group November 2013 - Present
Morgan Stanley July 2010 - Present
Grant Thornton July 2009 - June 2010
Morgan Stanley June 2004 - July 2009
Skills
Auditing, Fixed Assets, Journal Entries, Financial Analysis, Tax Research, Accruals, Property Tax, Analysis, Management
Education
University of Phoenix 1999 — 2004
BA, Management Information Systems
The Linde Group November 2013 - Present
Morgan Stanley July 2010 - Present
Grant Thornton July 2009 - June 2010
Morgan Stanley June 2004 - July 2009
Skills
Auditing, Fixed Assets, Journal Entries, Financial Analysis, Tax Research, Accruals, Property Tax, Analysis, Management
Education
University of Phoenix 1999 — 2004
BA, Management Information Systems
Ms. Courtney Whalum's Morgan Stanley Experience January 2001 - January 2003
Job MAC Team Leader with Black Box Network Services
Industry Information Technology and Services
Experience
Black Box Network Services July 2014 - Present
Dell January 2013 - February 2014
Curian Capital January 2011 - June 2012
Paychex January 2010 - January 2011
Genworth Financial January 2008 - January 2010
Genworth Financial January 2005 - January 2008
Wachovia Securities Financial Network January 2004 - January 2005
FSC Securities January 2003 - January 2004
Morgan Stanley January 2001 - January 2003
Skills
CRM, Sales Operations, Training, Management, Sales, Series 7, Mutual Funds, Marketing, Marketing Strategy, Lead Generation, Finance, Process Improvement, Negotiation, Selling, Financial Services, Retirement Planning, Insurance, Investments
Education
Spelman 1996 — 1999
Child Development
University of Phoenix
B.S, Business Management
Black Box Network Services July 2014 - Present
Dell January 2013 - February 2014
Curian Capital January 2011 - June 2012
Paychex January 2010 - January 2011
Genworth Financial January 2008 - January 2010
Genworth Financial January 2005 - January 2008
Wachovia Securities Financial Network January 2004 - January 2005
FSC Securities January 2003 - January 2004
Morgan Stanley January 2001 - January 2003
Skills
CRM, Sales Operations, Training, Management, Sales, Series 7, Mutual Funds, Marketing, Marketing Strategy, Lead Generation, Finance, Process Improvement, Negotiation, Selling, Financial Services, Retirement Planning, Insurance, Investments
Education
Spelman 1996 — 1999
Child Development
University of Phoenix
B.S, Business Management
Tony Nobuyuki's Morgan Stanley Experience 1999 - 2001
Job Managing Principal at Montana Avenue Capital, LLC
Industry Real Estate
Experience
Montana Avenue Capital, LLC August 2010 - Present
Kearny Real Estate Co. 2005 - 2010
The Blackstone Group 2003 - 2005
Morgan Stanley 1999 - 2001
Nomura Securities 1998 - 1999
Price Waterhouse Coopers 1996 - 1998
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Strategic Management & Finance
University of Southern California - Marshall School of Business 1990 — 1996
BS, Business Administration, Real Property Development & Management
Montana Avenue Capital, LLC August 2010 - Present
Kearny Real Estate Co. 2005 - 2010
The Blackstone Group 2003 - 2005
Morgan Stanley 1999 - 2001
Nomura Securities 1998 - 1999
Price Waterhouse Coopers 1996 - 1998
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Strategic Management & Finance
University of Southern California - Marshall School of Business 1990 — 1996
BS, Business Administration, Real Property Development & Management
Valerie Wang's Morgan Stanley Experience May 2012 - November 2013
Job Global Business Manager for Risk Management at CLS Group.
Industry Financial Services
Experience
CLS Group. November 2013 - Present
Morgan Stanley May 2012 - November 2013
Morgan Stanley April 2010 - May 2012
Bank of America January 2009 - April 2010
Merrill Lynch January 2003 - January 2009
Skills
Market Risk, Stress Testing, Risk Management, Project Management, Portfolio Management, Bloomberg, Credit Derivatives, Credit Risk, Financial Risk, Trading Systems, Enterprise Risk..., Banking, Financial Analysis, Swaps, Hedging, MBS, Quantitative Analytics, Risk Analysis, Options, FX Options, Portfolio Optimization
Education
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (B.S.), Economics
CLS Group. November 2013 - Present
Morgan Stanley May 2012 - November 2013
Morgan Stanley April 2010 - May 2012
Bank of America January 2009 - April 2010
Merrill Lynch January 2003 - January 2009
Skills
Market Risk, Stress Testing, Risk Management, Project Management, Portfolio Management, Bloomberg, Credit Derivatives, Credit Risk, Financial Risk, Trading Systems, Enterprise Risk..., Banking, Financial Analysis, Swaps, Hedging, MBS, Quantitative Analytics, Risk Analysis, Options, FX Options, Portfolio Optimization
Education
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (B.S.), Economics
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
Mukesh Mungarajah's Morgan Stanley Experience 1999 - 2001
Job Macro Trader at SAC Capital
Industry Financial Services
Experience
SAC Capital April 2008 - Present
Lehman Brothers 2003 - 2008
Morgan Stanley 1999 - 2001
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
The University of Chicago 1995 — 1999
BA, Finance
SAC Capital April 2008 - Present
Lehman Brothers 2003 - 2008
Morgan Stanley 1999 - 2001
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
The University of Chicago 1995 — 1999
BA, Finance
Michael J. Franco's Morgan Stanley Experience July 1990 - October 2010
Job Executive Vice President at Vornado Realty Trust
Industry Real Estate
Experience
Vornado Realty Trust November 2010 - Present
Morgan Stanley July 1990 - October 2010
Education
University of Pennsylvania - The Wharton School 1986 — 1990
B.S., Economics
Vornado Realty Trust November 2010 - Present
Morgan Stanley July 1990 - October 2010
Education
University of Pennsylvania - The Wharton School 1986 — 1990
B.S., Economics
Michael F. Brinlee's Morgan Stanley Experience July 1992 - January 2005
Job Michael F Brinlee Sales Performance
Industry Management Consulting
Experience
Brinlee Sales Performance January 2005 - Present
Morgan Stanley July 1992 - January 2005
Prudential Financial February 1978 - July 1992
Skills
CRM, Leadership, Recruiting, Sales, Training, Risk Management, Sales Management, Public Speaking, Personal Training, Leadership Development, Team Building, Executive Coaching, Employee Training
Education
The Wharton School, University of Pennsylvania 2000 — 2001
Certificate in Executive Education, Management and Leadership
Westminster College (MO) 1971 — 1975
Bachelor of Arts (B.A.), Psychology
Brinlee Sales Performance January 2005 - Present
Morgan Stanley July 1992 - January 2005
Prudential Financial February 1978 - July 1992
Skills
CRM, Leadership, Recruiting, Sales, Training, Risk Management, Sales Management, Public Speaking, Personal Training, Leadership Development, Team Building, Executive Coaching, Employee Training
Education
The Wharton School, University of Pennsylvania 2000 — 2001
Certificate in Executive Education, Management and Leadership
Westminster College (MO) 1971 — 1975
Bachelor of Arts (B.A.), Psychology
Serina Yu's Morgan Stanley Experience January 2007 - May 2007
Job Senior Associate at AlpInvest
Industry Venture Capital & Private Equity
Experience
AlpInvest Partners April 2013 - Present
GoldPoint Partners LLC July 2010 - April 2013
Deutsche Bank June 2008 - June 2010
Morgan Stanley January 2007 - May 2007
Allstate Insurance May 2006 - September 2006
Skills
Finance, Private Equity, Mergers & Acquisitions, Investments, Corporate Finance, Valuation, Investment Banking, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Concentrations in Finance and Marketing
Dulles High School
AlpInvest Partners April 2013 - Present
GoldPoint Partners LLC July 2010 - April 2013
Deutsche Bank June 2008 - June 2010
Morgan Stanley January 2007 - May 2007
Allstate Insurance May 2006 - September 2006
Skills
Finance, Private Equity, Mergers & Acquisitions, Investments, Corporate Finance, Valuation, Investment Banking, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Concentrations in Finance and Marketing
Dulles High School
Kiwi McSpadden's Morgan Stanley Experience January 2004 - April 2006
Job Independent Computer Networking Professional
Industry Computer Networking
Experience
Morgan Stanley January 2004 - April 2006
Education
University of Phoenix 2009 — 2011
Morgan Stanley January 2004 - April 2006
Education
University of Phoenix 2009 — 2011
Walt McCullough's Morgan Stanley Experience July 2003 - Present
Job Retired at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2003 - Present
Morgan Stanley Smith Barney September 1967 - July 2003
Education
Xavier University 1952 — 1956
bs, Economics
Wharton Business School
Morgan Stanley July 2003 - Present
Morgan Stanley Smith Barney September 1967 - July 2003
Education
Xavier University 1952 — 1956
bs, Economics
Wharton Business School
Tianni Lin's Morgan Stanley Experience June 2015 - August 2015
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
KGI Asia June 2014 - August 2014
University of Pennsylvania September 2013 - May 2014
UBS Wealth Management July 2013 - July 2013
Skills
Microsoft Office, Mandarin, Research, Equity Research, Equity Sales, Microsoft Excel, Corporate Finance, Presentations, Economics, Securities, Bloomberg, Data Mining, Entrepreneurship, Corporate Outreach, Trading, Prime Brokerage
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (BS), Business/Commerce, General
The Hockaday School, Dallas TX 2009 — 2012
Morgan Stanley June 2015 - August 2015
KGI Asia June 2014 - August 2014
University of Pennsylvania September 2013 - May 2014
UBS Wealth Management July 2013 - July 2013
Skills
Microsoft Office, Mandarin, Research, Equity Research, Equity Sales, Microsoft Excel, Corporate Finance, Presentations, Economics, Securities, Bloomberg, Data Mining, Entrepreneurship, Corporate Outreach, Trading, Prime Brokerage
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (BS), Business/Commerce, General
The Hockaday School, Dallas TX 2009 — 2012
Keith Hendricks's Morgan Stanley Experience October 2007 - August 2011
Job Senior Cyber Systems Engineer II at Raytheon
Industry Information Technology and Services
Experience
Raytheon May 2014 - Present
Sotera Defense Solutions, Inc. March 2013 - November 2013
Northrop Grumman Information Systems April 2012 - March 2013
COMSO, Inc August 2011 - April 2012
Morgan Stanley October 2007 - August 2011
Chevy Chase Bank June 2007 - September 2007
Wachovia Securities October 2006 - May 2007
Genworth Financial June 2004 - September 2006
Time-Life Inc May 2000 - May 2004
Education
University of Phoenix 2008 — 2010
Bachelor of Science, Information Technology/Information Systems Security
Virginia Commonwealth University 1989 — 1992
Raytheon May 2014 - Present
Sotera Defense Solutions, Inc. March 2013 - November 2013
Northrop Grumman Information Systems April 2012 - March 2013
COMSO, Inc August 2011 - April 2012
Morgan Stanley October 2007 - August 2011
Chevy Chase Bank June 2007 - September 2007
Wachovia Securities October 2006 - May 2007
Genworth Financial June 2004 - September 2006
Time-Life Inc May 2000 - May 2004
Education
University of Phoenix 2008 — 2010
Bachelor of Science, Information Technology/Information Systems Security
Virginia Commonwealth University 1989 — 1992
Susan Kempler's Morgan Stanley Experience 1990 - 1995
Job Managing Director, Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2005 - Present
Citigroup Asset Management December 1997 - February 2005
Morgan Stanley 1990 - 1995
Skills
Capital Markets, Equities, Fixed Income, Hedge Funds, Management, Portfolio Management, Equity Research, Bloomberg, Financial Analysis
Education
University of Pennsylvania - The Wharton School
TIAA-CREF February 2005 - Present
Citigroup Asset Management December 1997 - February 2005
Morgan Stanley 1990 - 1995
Skills
Capital Markets, Equities, Fixed Income, Hedge Funds, Management, Portfolio Management, Equity Research, Bloomberg, Financial Analysis
Education
University of Pennsylvania - The Wharton School
Nathan Sheth's Morgan Stanley Experience 2006 - 2008
Job Senior Analyst at Pacific Grove Capital
Industry Investment Management
Experience
Pacific Grove Capital July 2014 - Present
APS Asset Management July 2011 - July 2013
Temasek Holdings May 2011 - July 2011
SPO Partners 2008 - 2010
Morgan Stanley 2006 - 2008
Dresdner Kleinwort Wasserstein June 2005 - August 2006
Skills
Hedge Funds, Emerging Markets, Alternative Investments, Value Investing, Fundamental Analysis, IPO, M&A execution, Investment Management, Due Diligence, Corporate Finance, Investments, Valuation, Equity Research, Private Equity, Financial Modeling, Venture Capital, Mergers & Acquisitions, Investment Banking, LBO
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), International Business
Villanova University 2001 — 2005
Bachelor of Science, Finance
Pacific Grove Capital July 2014 - Present
APS Asset Management July 2011 - July 2013
Temasek Holdings May 2011 - July 2011
SPO Partners 2008 - 2010
Morgan Stanley 2006 - 2008
Dresdner Kleinwort Wasserstein June 2005 - August 2006
Skills
Hedge Funds, Emerging Markets, Alternative Investments, Value Investing, Fundamental Analysis, IPO, M&A execution, Investment Management, Due Diligence, Corporate Finance, Investments, Valuation, Equity Research, Private Equity, Financial Modeling, Venture Capital, Mergers & Acquisitions, Investment Banking, LBO
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), International Business
Villanova University 2001 — 2005
Bachelor of Science, Finance
Paul Kwak's Morgan Stanley Experience May 2014 - Present
Job Associate, Mergers and Acquisitions, Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2014 - Present
Citigroup Global Markets Inc. August 2012 - May 2014
Citigroup Global Markets Inc. July 2011 - July 2012
Citigroup Global Markets Asia Limited July 2009 - June 2011
Citigroup Global Markets Asia Limited June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science in Economics, Concentration in Finance with Minor in Mathematics
Morgan Stanley May 2014 - Present
Citigroup Global Markets Inc. August 2012 - May 2014
Citigroup Global Markets Inc. July 2011 - July 2012
Citigroup Global Markets Asia Limited July 2009 - June 2011
Citigroup Global Markets Asia Limited June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science in Economics, Concentration in Finance with Minor in Mathematics
Richard W. Swift's Morgan Stanley Experience May 1986 - February 2006
Job Investment Banking Professional
Industry Investment Banking
Experience
Private Consulting Firm February 2012 - Present
Bank of America Merrill Lynch January 2009 - August 2010
Banc of America Securities LLC May 2006 - December 2009
Morgan Stanley May 1986 - February 2006
Skills
Equities, Fixed Income, Management, Telecommunications, Private Equity, Investment Banking, Financial Modeling, Capital Markets, Valuation, Mergers & Acquisitions, Venture Capital, Corporate Finance, Hedge Funds
Education
Wharton School, University of Pennsylvania 1975 — 1977
MBA, Finance
Yale University 1971 — 1975
BA, Economics
Private Consulting Firm February 2012 - Present
Bank of America Merrill Lynch January 2009 - August 2010
Banc of America Securities LLC May 2006 - December 2009
Morgan Stanley May 1986 - February 2006
Skills
Equities, Fixed Income, Management, Telecommunications, Private Equity, Investment Banking, Financial Modeling, Capital Markets, Valuation, Mergers & Acquisitions, Venture Capital, Corporate Finance, Hedge Funds
Education
Wharton School, University of Pennsylvania 1975 — 1977
MBA, Finance
Yale University 1971 — 1975
BA, Economics
Cory Hansen's Morgan Stanley Experience August 2015 - Present
Job Director of Operations Target Bank
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Target Bank December 2013 - July 2015
eBay August 2011 - November 2013
Harland Clarke 2007 - 2011
Skills
Agile Methodologies, Analytics, Business Analysis, Cross-functional Team..., E-commerce, Product Management, Project Management, Software Development, Strategy, Vendor Management, CRM, SaaS
Education
University of Phoenix
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Morgan Stanley August 2015 - Present
Target Bank December 2013 - July 2015
eBay August 2011 - November 2013
Harland Clarke 2007 - 2011
Skills
Agile Methodologies, Analytics, Business Analysis, Cross-functional Team..., E-commerce, Product Management, Project Management, Software Development, Strategy, Vendor Management, CRM, SaaS
Education
University of Phoenix
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Warren Bo Daniels, Jr.'s Morgan Stanley Experience May 2009 - Present
Job Executive DirectorMorgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2009 - Present
Loop Capital Markets 2003 - 2009
Goldman Sachs 1989 - 2003
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Equities, Financial Modeling, Hedge Funds, Investments, Valuation, Corporate Finance, Private Equity, Asset Management, Portfolio Management, Securities, Bonds, Alternative Investments
Education
Wharton School, University of Pennsylvania 1987 — 1989
MBA, Finance
University of Southern California 1979 — 1983
Bachelor's degree, Journalism
Morgan Stanley May 2009 - Present
Loop Capital Markets 2003 - 2009
Goldman Sachs 1989 - 2003
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Equities, Financial Modeling, Hedge Funds, Investments, Valuation, Corporate Finance, Private Equity, Asset Management, Portfolio Management, Securities, Bonds, Alternative Investments
Education
Wharton School, University of Pennsylvania 1987 — 1989
MBA, Finance
University of Southern California 1979 — 1983
Bachelor's degree, Journalism
Warren Daniels's Morgan Stanley Experience May 2009 - Present
Job Bo Daniels
Industry Investment Banking
Experience
Morgan Stanley May 2009 - Present
Loop Capital Markets February 2003 - May 2009
Goldman Sachs September 1989 - February 2003
Education
Wharton School, University of Pennsylvania 1987 — 1989
Master of Business Administration (MBA), Finance, General
University of Southern California 1979 — 1983
AB, Journalism
Morgan Stanley May 2009 - Present
Loop Capital Markets February 2003 - May 2009
Goldman Sachs September 1989 - February 2003
Education
Wharton School, University of Pennsylvania 1987 — 1989
Master of Business Administration (MBA), Finance, General
University of Southern California 1979 — 1983
AB, Journalism
Natalie Tejero's Morgan Stanley Experience June 2011 - July 2013
Job Investment Analyst at The Baupost Group
Industry Financial Services
Experience
The Baupost Group September 2013 - Present
Morgan Stanley June 2011 - July 2013
Skills
Emerging Markets, Financial Modeling, Investment Banking, Valuation, Private Equity, Venture Capital, Bloomberg, Hedge Funds, Capital Markets, Financial Analysis, Equities, Due Diligence, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS/BA, Finance, International Studies, German Studies
The Baupost Group September 2013 - Present
Morgan Stanley June 2011 - July 2013
Skills
Emerging Markets, Financial Modeling, Investment Banking, Valuation, Private Equity, Venture Capital, Bloomberg, Hedge Funds, Capital Markets, Financial Analysis, Equities, Due Diligence, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS/BA, Finance, International Studies, German Studies
Tyler Schiff's Morgan Stanley Experience March 2004 - July 2013
Job Foreign Exchange at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2013 - Present
Morgan Stanley March 2004 - July 2013
Skills
Equities, Bloomberg, Fixed Income, Financial Modeling, Hedge Funds, Valuation, Investment Banking, Investments, Series 7, Alternative Investments, Private Equity, Capital Markets, Due Diligence, Portfolio Management, Asset Allocation, Financial Analysis, Corporate Finance, Financial Markets, Risk Management, Bloomberg Terminal
Education
Wharton School, University of Pennsylvania 2008 — 2010
MBA
University of Virginia 1997 — 2001
BS, Asian Studies
Goldman Sachs October 2013 - Present
Morgan Stanley March 2004 - July 2013
Skills
Equities, Bloomberg, Fixed Income, Financial Modeling, Hedge Funds, Valuation, Investment Banking, Investments, Series 7, Alternative Investments, Private Equity, Capital Markets, Due Diligence, Portfolio Management, Asset Allocation, Financial Analysis, Corporate Finance, Financial Markets, Risk Management, Bloomberg Terminal
Education
Wharton School, University of Pennsylvania 2008 — 2010
MBA
University of Virginia 1997 — 2001
BS, Asian Studies
Natalia Kogay's Morgan Stanley Experience June 2011 - July 2015
Job Analyst at MSD Capital, L.P.
Industry Financial Services
Experience
MSD Capital, L.P. August 2015 - Present
Morgan Stanley June 2011 - July 2015
Credit Suisse June 2010 - August 2010
Renaissance Capital October 2009 - December 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor's, Finance
MSD Capital, L.P. August 2015 - Present
Morgan Stanley June 2011 - July 2015
Credit Suisse June 2010 - August 2010
Renaissance Capital October 2009 - December 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor's, Finance
Roger Ramirez's Morgan Stanley Experience February 1999 - November 2003
Job Administrator
Industry Research
Experience
Texas Children's Hospital February 2015 - Present
Houston Methodist April 2014 - February 2015
Baylor College of Medicine March 2014 - April 2014
Baylor College of Medicine November 2003 - February 2014
Morgan Stanley February 1999 - November 2003
Skills
Business Administration, Healthcare, Healthcare Management, Public Speaking, Office Administration, Business Development, Business Planning, Research, Nonprofits, Fundraising, Human Resources, Training, Policy, Employee Relations, Analysis, Access, Budgets, Administration, Leadership, Time Management, Event Planning, Teamwork, System Administration, Office Management, Supervisory Skills
Education
University of Phoenix 2009 — 2013
Bachelor of Science (B.S.), Health Care Administration/Management
University of Phoenix
Texas Children's Hospital February 2015 - Present
Houston Methodist April 2014 - February 2015
Baylor College of Medicine March 2014 - April 2014
Baylor College of Medicine November 2003 - February 2014
Morgan Stanley February 1999 - November 2003
Skills
Business Administration, Healthcare, Healthcare Management, Public Speaking, Office Administration, Business Development, Business Planning, Research, Nonprofits, Fundraising, Human Resources, Training, Policy, Employee Relations, Analysis, Access, Budgets, Administration, Leadership, Time Management, Event Planning, Teamwork, System Administration, Office Management, Supervisory Skills
Education
University of Phoenix 2009 — 2013
Bachelor of Science (B.S.), Health Care Administration/Management
University of Phoenix
Philip Han's Morgan Stanley Experience May 2001 - June 2002
Job Vice President/Quality Assurance Manager for Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank July 2007 - April 2015
Wells Fargo Bank June 2005 - July 2007
Morgan Stanley May 2001 - June 2002
Skills
Business Development, Management, Credit Analysis, Sales, Marketing, Budgets, Strategic Financial..., Customer Acquisition, Recruiting, New Business Development, Employee Relations, Product Management, Loans, Retail, Finance, Relationship Management, Financial Planning, Customer Service, Portfolio Management, Investments, Credit, Banking
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Business Management
Wells Fargo Bank July 2007 - April 2015
Wells Fargo Bank June 2005 - July 2007
Morgan Stanley May 2001 - June 2002
Skills
Business Development, Management, Credit Analysis, Sales, Marketing, Budgets, Strategic Financial..., Customer Acquisition, Recruiting, New Business Development, Employee Relations, Product Management, Loans, Retail, Finance, Relationship Management, Financial Planning, Customer Service, Portfolio Management, Investments, Credit, Banking
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Business Management
Tonya Harrison's Morgan Stanley Experience October 2007 - September 2012
Job Client Relationship Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2012 - Present
Morgan Stanley October 2007 - September 2012
Education
University of Phoenix
Bachelor of Science (BS), Psychology
Robert W. Baird & Co. September 2012 - Present
Morgan Stanley October 2007 - September 2012
Education
University of Phoenix
Bachelor of Science (BS), Psychology
Tom Dinsmore's Morgan Stanley Experience January 1981 - January 1983
Job Portfolio Manager at BuySide Investment Firm
Industry Investment Management
Experience
Buy-Side Investment Firm February 1983 - Present
Morgan Stanley January 1981 - January 1983
Skills
Investment Management, Chartered Financial...
Education
Fairleigh Dickinson University-College at Florham 1977 — 1980
MA Economics, Economics
University of Pennsylvania - The Wharton School 1971 — 1975
BS Economics, Economics and Political Science
Buy-Side Investment Firm February 1983 - Present
Morgan Stanley January 1981 - January 1983
Skills
Investment Management, Chartered Financial...
Education
Fairleigh Dickinson University-College at Florham 1977 — 1980
MA Economics, Economics
University of Pennsylvania - The Wharton School 1971 — 1975
BS Economics, Economics and Political Science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS