Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Justine (Bailey) Reilly Justine (Bailey) Reilly's Morgan Stanley Experience December 2003 - November 2008
Job Experienced Sales Engineer and Technical Architect
Industry Computer Software
Experience
Salesforce.com November 2014 - Present
K2 June 2012 - October 2014
Mendix August 2010 - May 2012
ISE April 2009 - August 2009
Morgan Stanley December 2003 - November 2008
Morgan Stanley May 2003 - December 2003
Sonitrol September 2002 - July 2003
Morgan Stanley May 2002 - August 2002
University of Richmond August 1998 - May 2002
AT&T May 2001 - August 2001
Skills
HTML, Java, C#, Perl, C++, Visual Basic, CSS, JSP, Mendix Modeling, .NET, Photoshop, Microsoft Office, Crystal Reports, SQL, Sybase, SQL Server, Unix Shell Scripting, Linux, Xemacs, SharePoint, Test Director, Web Design, Web Development, Web Services, Web Applications, XML, Quality Center, Software Development, Microsoft SQL Server, Agile Methodologies, Sales Engineering, JavaScript, Integration, Testing, SDLC, SOA, Scrum, Oracle, Business Process, SOAP, Software Project..., Databases, Unix, Programming
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance, Data Models & Decisions, Entertainment Media and Technology
University of Richmond 1998 — 2002
BA, Spanish
Middletown High School South 1994 — 1998
Salesforce.com November 2014 - Present
K2 June 2012 - October 2014
Mendix August 2010 - May 2012
ISE April 2009 - August 2009
Morgan Stanley December 2003 - November 2008
Morgan Stanley May 2003 - December 2003
Sonitrol September 2002 - July 2003
Morgan Stanley May 2002 - August 2002
University of Richmond August 1998 - May 2002
AT&T May 2001 - August 2001
Skills
HTML, Java, C#, Perl, C++, Visual Basic, CSS, JSP, Mendix Modeling, .NET, Photoshop, Microsoft Office, Crystal Reports, SQL, Sybase, SQL Server, Unix Shell Scripting, Linux, Xemacs, SharePoint, Test Director, Web Design, Web Development, Web Services, Web Applications, XML, Quality Center, Software Development, Microsoft SQL Server, Agile Methodologies, Sales Engineering, JavaScript, Integration, Testing, SDLC, SOA, Scrum, Oracle, Business Process, SOAP, Software Project..., Databases, Unix, Programming
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance, Data Models & Decisions, Entertainment Media and Technology
University of Richmond 1998 — 2002
BA, Spanish
Middletown High School South 1994 — 1998
Neil Capel Neil Capel's Morgan Stanley Experience 2000 - 2000
Job Founder & Chairman of Sailthru
Industry Internet
Experience
Sailthru January 2008 - Present
Bowery Capital May 2013 - Present
Refinery29 2005 - Present
Hyphen September 2007 - September 2009
Musicnation December 2006 - December 2007
ASMALLWORLD 2006 - 2007
Money-Media 2003 - 2004
Redscope 2000 - 2003
Morgan Stanley 2000 - 2000
Skills
Cloud Computing, Scalability, LAMP, Start-ups, E-commerce, JavaScript, Web Development, Product Management, SaaS, PHP, Online Advertising, HTML 5, Big Data
Education
University of Portsmouth 1997 — 2000
Bsc, Computer Science
Sailthru January 2008 - Present
Bowery Capital May 2013 - Present
Refinery29 2005 - Present
Hyphen September 2007 - September 2009
Musicnation December 2006 - December 2007
ASMALLWORLD 2006 - 2007
Money-Media 2003 - 2004
Redscope 2000 - 2003
Morgan Stanley 2000 - 2000
Skills
Cloud Computing, Scalability, LAMP, Start-ups, E-commerce, JavaScript, Web Development, Product Management, SaaS, PHP, Online Advertising, HTML 5, Big Data
Education
University of Portsmouth 1997 — 2000
Bsc, Computer Science
Brian Bergman Brian Bergman's Morgan Stanley Experience May 2011 - August 2011
Job Paid Media Coordinator at PM Digital
Industry Internet
Experience
Yelp July 2014 - September 2014
PVH - Tommy Hilfiger June 2013 - August 2013
Mosaic Sales Solutions - DELL May 2012 - August 2012
Morgan Stanley May 2011 - August 2011
Skills
Google Adwords, Google Analytics, MSN AdCenter, Facebook API, Social Media Marketing, Social Media, Display Advertising, PPC, PPC Bid Management, Microsoft Excel, Marketing, PowerPoint, Leadership, Research, Marketing Communications, Analysis, Event Planning, Project Management, Teamwork, Team Leadership
Education
University of Pittsburgh 2010 — 2014
Bachelor's Degree, Bachelor of Arts (B.A.), Communication: Rhetoric, 3.51
Yelp July 2014 - September 2014
PVH - Tommy Hilfiger June 2013 - August 2013
Mosaic Sales Solutions - DELL May 2012 - August 2012
Morgan Stanley May 2011 - August 2011
Skills
Google Adwords, Google Analytics, MSN AdCenter, Facebook API, Social Media Marketing, Social Media, Display Advertising, PPC, PPC Bid Management, Microsoft Excel, Marketing, PowerPoint, Leadership, Research, Marketing Communications, Analysis, Event Planning, Project Management, Teamwork, Team Leadership
Education
University of Pittsburgh 2010 — 2014
Bachelor's Degree, Bachelor of Arts (B.A.), Communication: Rhetoric, 3.51
Samer Naji Samer Naji's Morgan Stanley Experience September 2000 - October 2002
Job Realtor at Keller Williams
Industry Real Estate
Experience
Keller Williams January 2012 - Present
Jobin Realty 2004 - February 2012
Azzad Asset Management November 2002 - April 2005
Morgan Stanley September 2000 - October 2002
Skills
Short Sales, Sellers, First Time Home Buyers, Foreclosures, Investment Properties, Real Estate, Buyer Representation, Listings, Move Up Buyers, New Home Sales, SFR, Relocation, Single Family Homes, Residential Homes, REO, ABR, Townhomes, Condos, e-PRO, Luxury, Real Property
Education
University of Pittsburgh 1995 — 1999
Bachelor's degree, Economics
Keller Williams January 2012 - Present
Jobin Realty 2004 - February 2012
Azzad Asset Management November 2002 - April 2005
Morgan Stanley September 2000 - October 2002
Skills
Short Sales, Sellers, First Time Home Buyers, Foreclosures, Investment Properties, Real Estate, Buyer Representation, Listings, Move Up Buyers, New Home Sales, SFR, Relocation, Single Family Homes, Residential Homes, REO, ABR, Townhomes, Condos, e-PRO, Luxury, Real Property
Education
University of Pittsburgh 1995 — 1999
Bachelor's degree, Economics
Haille Woods Haille Woods's Morgan Stanley Experience July 2015 - Present
Job Finance Communications Analyst at Morgan Stanley
Industry Public Relations and Communications
Experience
Morgan Stanley July 2015 - Present
University of Pittsburgh Athletic Department September 2012 - April 2015
13WHAM-TV June 2014 - August 2014
Delta Zeta Sorority January 2013 - December 2013
Skills
Research, Microsoft Word, Public Speaking, Higher Education, Statistics, SPSS, Data Analysis, Critical Thinking, Community Outreach, Editing, PowerPoint, Spanish, Customer Service, Teamwork
Education
University of Pittsburgh 2011 — 2015
Bachelor's degree, Communication, General
Morgan Stanley July 2015 - Present
University of Pittsburgh Athletic Department September 2012 - April 2015
13WHAM-TV June 2014 - August 2014
Delta Zeta Sorority January 2013 - December 2013
Skills
Research, Microsoft Word, Public Speaking, Higher Education, Statistics, SPSS, Data Analysis, Critical Thinking, Community Outreach, Editing, PowerPoint, Spanish, Customer Service, Teamwork
Education
University of Pittsburgh 2011 — 2015
Bachelor's degree, Communication, General
Ethan Willis Ethan Willis's Morgan Stanley Experience January 2008 - January 2010
Job Vice President | Financial Advisor at Citi
Industry Financial Services
Experience
Citi August 2014 - Present
HSBC Private Bank March 2013 - August 2014
VALIC January 2010 - March 2013
Morgan Stanley January 2008 - January 2010
Merrill Lynch January 2006 - January 2008
Anne Arundel County Public Schools January 2004 - January 2005
Skills
Manage Client..., Strategic Financial..., Financial Markets, Investment Advisory, Tax Advisory, Estate Tax Planning, Asset Allocation, Management, Investment Strategies, Trading, Strategic Planning, Investments, Customer Service, Financial Planning, Equities, Marketing, Mutual Funds, Portfolio Management, Wealth Management
Education
University of Rhode Island 1999 — 2004
Bachelor of Arts Degree, English
University of Rhode Island 1999 — 2004
Bachelor of Arts Degree, Education
Citi August 2014 - Present
HSBC Private Bank March 2013 - August 2014
VALIC January 2010 - March 2013
Morgan Stanley January 2008 - January 2010
Merrill Lynch January 2006 - January 2008
Anne Arundel County Public Schools January 2004 - January 2005
Skills
Manage Client..., Strategic Financial..., Financial Markets, Investment Advisory, Tax Advisory, Estate Tax Planning, Asset Allocation, Management, Investment Strategies, Trading, Strategic Planning, Investments, Customer Service, Financial Planning, Equities, Marketing, Mutual Funds, Portfolio Management, Wealth Management
Education
University of Rhode Island 1999 — 2004
Bachelor of Arts Degree, English
University of Rhode Island 1999 — 2004
Bachelor of Arts Degree, Education
Anthony Bamonte's Morgan Stanley Experience 1996 - 2005
Job Vice President at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds June 2006 - Present
Morgan Stanley 1996 - 2005
PNC Bank 1990 - 1996
Skills
Series 7, Wealth Management, Mutual Funds, College Savings Plans, 529 Plans, Alternative Investments, Asset Allocation, Investments, Separately Managed...
Education
University of Pittsburgh
Pittsburgh Central Catholic High School
OppenheimerFunds June 2006 - Present
Morgan Stanley 1996 - 2005
PNC Bank 1990 - 1996
Skills
Series 7, Wealth Management, Mutual Funds, College Savings Plans, 529 Plans, Alternative Investments, Asset Allocation, Investments, Separately Managed...
Education
University of Pittsburgh
Pittsburgh Central Catholic High School
Artem Tkach Artem Tkach's Morgan Stanley Experience November 2011 - April 2012
Job Case Manager at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance May 2012 - Present
Morgan Stanley November 2011 - April 2012
Student Entrepreneurs Inc. February 2010 - September 2010
Education
University of Portland 2009 — 2012
Bachelor of Business Administration (BBA), Finance
Liberty Mutual Insurance May 2012 - Present
Morgan Stanley November 2011 - April 2012
Student Entrepreneurs Inc. February 2010 - September 2010
Education
University of Portland 2009 — 2012
Bachelor of Business Administration (BBA), Finance
Juan Luis Rivera Juan Luis Rivera's Morgan Stanley Experience October 1997 - September 2006
Job Financial Advisor / Investments Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2014 - Present
Morgan Stanley October 1997 - September 2006
Skills
Retirement Planning, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Fixed Annuities, Insurance, Financial Services, Estate Planning, 401k, Life Insurance, Financial Advisory, Securities, Investment Advisory, Pensions, Disability Insurance, Asset Allocation, Portfolio Management, Financial Planners, Financial Analysis, Risk Management, Investment Strategies, Asset Management, Long Term Care Insurance, Finance, IRAs, Alternative Investments, FINRA, Wealth Management..., Wealth, Equities, ETFs, Fixed Income, Long-term Care, High Net Worth..., Investment Management, Bonds, Financial Goals, Financial Risk, Variable Annuities, Options, Hedge Funds, Personal Finance, Term Life Insurance, Personal Financial..., Loans, Savings, Sommelier, Financial Planning
Education
Interamerican University of Puerto Rico 2014 — 2015
Master's Degree, Finance, General, M.B.A. Finance
University of Puerto Rico-Mayaguez
Bachelor of Science (BS) Business Administration, Finance, General
MassMutual Financial Group April 2014 - Present
Morgan Stanley October 1997 - September 2006
Skills
Retirement Planning, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Fixed Annuities, Insurance, Financial Services, Estate Planning, 401k, Life Insurance, Financial Advisory, Securities, Investment Advisory, Pensions, Disability Insurance, Asset Allocation, Portfolio Management, Financial Planners, Financial Analysis, Risk Management, Investment Strategies, Asset Management, Long Term Care Insurance, Finance, IRAs, Alternative Investments, FINRA, Wealth Management..., Wealth, Equities, ETFs, Fixed Income, Long-term Care, High Net Worth..., Investment Management, Bonds, Financial Goals, Financial Risk, Variable Annuities, Options, Hedge Funds, Personal Finance, Term Life Insurance, Personal Financial..., Loans, Savings, Sommelier, Financial Planning
Education
Interamerican University of Puerto Rico 2014 — 2015
Master's Degree, Finance, General, M.B.A. Finance
University of Puerto Rico-Mayaguez
Bachelor of Science (BS) Business Administration, Finance, General
Ghanasham Lavand Ghanasham Lavand's Morgan Stanley Experience April 2007 - October 2012
Job Senior Software Engineer
Industry Computer Software
Experience
Walmart eCommerce (WalmartLabs) November 2014 - Present
Hewlett-Packard November 2012 - November 2014
Morgan Stanley April 2007 - October 2012
C-DAC (Formerly NCST) April 2005 - April 2007
Skills
Java, J2EE Application..., Spring, Hadoop, Hibernate, Algorithms, Object Oriented Design, Data Structures, Multithreading, SOAP webservices, HDFS, Hive, MapReduce, RESTful WebServices, XML, JavaScript, jQuery, CSS, HTML, Struts, JMS, Oracle SQL Developer, SQL DB2, Agile Methodologies, Weblogic, Tomcat, Perforce, Tortoise SVN, JIRA, SoapUI, Unix, Linux, JUnit, Ant, JDBC, Servlets, Maven, REST
Education
University of Pune 2006 — 2009
Master in Business Studies, Computer Management, First Class
University of Pune 2000 — 2004
Bachelor of Engineering (B.E.), Computer Science, First Class
Walmart eCommerce (WalmartLabs) November 2014 - Present
Hewlett-Packard November 2012 - November 2014
Morgan Stanley April 2007 - October 2012
C-DAC (Formerly NCST) April 2005 - April 2007
Skills
Java, J2EE Application..., Spring, Hadoop, Hibernate, Algorithms, Object Oriented Design, Data Structures, Multithreading, SOAP webservices, HDFS, Hive, MapReduce, RESTful WebServices, XML, JavaScript, jQuery, CSS, HTML, Struts, JMS, Oracle SQL Developer, SQL DB2, Agile Methodologies, Weblogic, Tomcat, Perforce, Tortoise SVN, JIRA, SoapUI, Unix, Linux, JUnit, Ant, JDBC, Servlets, Maven, REST
Education
University of Pune 2006 — 2009
Master in Business Studies, Computer Management, First Class
University of Pune 2000 — 2004
Bachelor of Engineering (B.E.), Computer Science, First Class
Freya (Freya Chatterjee) Bayer, PHR Freya (Freya Chatterjee) Bayer, PHR's Morgan Stanley Experience July 2013 - Present
Job Operations Recruiter at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley July 2013 - Present
Dick's Sporting Goods April 2010 - July 2013
Maxim Healthcare Services October 2009 - April 2010
Maxim Healthcare Services March 2009 - September 2009
United States Steel Corporation April 2008 - February 2009
United States Steel Corporation June 2007 - March 2008
Aflac May 2006 - December 2006
Skills
College Recruiting, Interviews, Recruiting, Onboarding, Applicant Tracking..., University Relations, Human Resources, Sourcing, Employer Branding, New Hire Orientations, Training, Conducting Interviews, Resume Writing, Taleo, Cold Calling, Screening, Behavioral Interviewing, Relationship Marketing, Building Relationships, Competency Based..., Mock Interviews, Corporate Recruiting, College Relations, Diversity Recruitment, Military Recruiting
Education
University of Pittsburgh 2003 — 2007
Business Management, Human Resources and Organizational Behavior
Morgan Stanley July 2013 - Present
Dick's Sporting Goods April 2010 - July 2013
Maxim Healthcare Services October 2009 - April 2010
Maxim Healthcare Services March 2009 - September 2009
United States Steel Corporation April 2008 - February 2009
United States Steel Corporation June 2007 - March 2008
Aflac May 2006 - December 2006
Skills
College Recruiting, Interviews, Recruiting, Onboarding, Applicant Tracking..., University Relations, Human Resources, Sourcing, Employer Branding, New Hire Orientations, Training, Conducting Interviews, Resume Writing, Taleo, Cold Calling, Screening, Behavioral Interviewing, Relationship Marketing, Building Relationships, Competency Based..., Mock Interviews, Corporate Recruiting, College Relations, Diversity Recruitment, Military Recruiting
Education
University of Pittsburgh 2003 — 2007
Business Management, Human Resources and Organizational Behavior
Nate Scherder Nate Scherder's Morgan Stanley Experience June 2013 - May 2015
Job Business Planning Analyst at M&T Bank
Industry Financial Services
Experience
M&T Bank May 2015 - Present
Morgan Stanley June 2013 - May 2015
T. Rowe Price July 2011 - June 2013
Skills
Financial Analysis, Risk Management, Microsoft Excel, Strategic Planning, Process Improvement, Data Analysis, Balance Sheet, Bank Reconciliation, Account Reconciliation, Microsoft Exchange, Accounting, Account Management, Financial Reporting, Basel I, Basel II, Basel III, Financial Regulation
Education
University of Pittsburgh 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
M&T Bank May 2015 - Present
Morgan Stanley June 2013 - May 2015
T. Rowe Price July 2011 - June 2013
Skills
Financial Analysis, Risk Management, Microsoft Excel, Strategic Planning, Process Improvement, Data Analysis, Balance Sheet, Bank Reconciliation, Account Reconciliation, Microsoft Exchange, Accounting, Account Management, Financial Reporting, Basel I, Basel II, Basel III, Financial Regulation
Education
University of Pittsburgh 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Nikhil Kulkarni Nikhil Kulkarni's Morgan Stanley Experience June 2004 - October 2012
Job Java Dev
Industry Computer Software
Experience
Amazon October 2012 - Present
Goldman Sachs November 2013 - June 2015
Morgan Stanley June 2004 - October 2012
Skills
Savvion Business Manager, Hibernate, Core Java, Spring, Savvion, Sybase, Perl, Multithreading, Servlets, J2EE Application..., JDBC, JMS, Java Enterprise Edition, JBoss Application Server, JUnit, Tomcat, SOA, Web Services, JSP, SOAP, Ant, Maven, UML, Java, Weblogic, Struts
Education
SFJC
University of Pune
MCS, Computers
Amazon October 2012 - Present
Goldman Sachs November 2013 - June 2015
Morgan Stanley June 2004 - October 2012
Skills
Savvion Business Manager, Hibernate, Core Java, Spring, Savvion, Sybase, Perl, Multithreading, Servlets, J2EE Application..., JDBC, JMS, Java Enterprise Edition, JBoss Application Server, JUnit, Tomcat, SOA, Web Services, JSP, SOAP, Ant, Maven, UML, Java, Weblogic, Struts
Education
SFJC
University of Pune
MCS, Computers
Girish Narang Girish Narang's Morgan Stanley Experience January 2015 - July 2015
Job Lead (.NET) at TEK Systems
Industry Information Technology and Services
Experience
TEKsystems July 2015 - Present
Morgan Stanley January 2015 - July 2015
GIT SNC-Lavalin September 2012 - December 2014
IBoard February 2012 - June 2013
4FRONT consultants May 2011 - February 2012
Total Systems Development,Inc. December 2010 - May 2011
TSPLC London November 2010 - May 2011
RWS Group November 2008 - November 2010
RWS Group PLC November 2008 - November 2010
Tynemarch Software Engineering June 2008 - September 2008
Skills
.Net C# Silverlight WPF..., C#, ASP.NET, .NET, WCF, Microsoft SQL Server, WPF, Visual Studio, Silverlight, WinForms, TFS, VB.NET, Entity Framework, Agile Methodologies, XML, jQuery, Software Development, Test Driven Development, JavaScript, Web Applications, Databases, Design Patterns, SSIS, CSS, SOA, Object Oriented Design, NUnit, Visual Basic
Education
University of Pune 2000 — 2003
BCS, Computer Science
University of Pune 2000 — 2003
Bachelor, Computer Science achieving
Dr. Regis Chaperon State 1993 — 1999
GCSE
TEKsystems July 2015 - Present
Morgan Stanley January 2015 - July 2015
GIT SNC-Lavalin September 2012 - December 2014
IBoard February 2012 - June 2013
4FRONT consultants May 2011 - February 2012
Total Systems Development,Inc. December 2010 - May 2011
TSPLC London November 2010 - May 2011
RWS Group November 2008 - November 2010
RWS Group PLC November 2008 - November 2010
Tynemarch Software Engineering June 2008 - September 2008
Skills
.Net C# Silverlight WPF..., C#, ASP.NET, .NET, WCF, Microsoft SQL Server, WPF, Visual Studio, Silverlight, WinForms, TFS, VB.NET, Entity Framework, Agile Methodologies, XML, jQuery, Software Development, Test Driven Development, JavaScript, Web Applications, Databases, Design Patterns, SSIS, CSS, SOA, Object Oriented Design, NUnit, Visual Basic
Education
University of Pune 2000 — 2003
BCS, Computer Science
University of Pune 2000 — 2003
Bachelor, Computer Science achieving
Dr. Regis Chaperon State 1993 — 1999
GCSE
Nick Thom Nick Thom's Morgan Stanley Experience May 2004 - August 2005
Job Vice President Trust Officer at First Northern Bank of Wyoming
Industry Banking
Experience
First Northern Bank of Wyoming November 2007 - Present
RVK, Inc. May 2007 - November 2007
Morgan Stanley May 2004 - August 2005
Skills
Real Estate, Investment Strategies, Asset Allocation, Marketing, Investments, Portfolio Management, Investment Management, Wealth Management, Asset Management, Trust Management, Charitable Trusts, Special Needs Trusts, Revocable Trusts, Irrevocable Life..., Taxation of Trusts, High Net Worth..., Wealth Management..., Mutual Funds, Banking, Finance, Financial Planning
Education
Graduate School of Banking at Colorado 2013 — 2015
Banking and Financial Support Services
Cannon Trust School 2008 — 2010
Certified Trust and Financial Advisor, Trust & fiduciary administration, estate planning, financial planning, Graduated with Honors
University of Portland 2003 — 2007
Bachelors of Business Administration, Finance
First Northern Bank of Wyoming November 2007 - Present
RVK, Inc. May 2007 - November 2007
Morgan Stanley May 2004 - August 2005
Skills
Real Estate, Investment Strategies, Asset Allocation, Marketing, Investments, Portfolio Management, Investment Management, Wealth Management, Asset Management, Trust Management, Charitable Trusts, Special Needs Trusts, Revocable Trusts, Irrevocable Life..., Taxation of Trusts, High Net Worth..., Wealth Management..., Mutual Funds, Banking, Finance, Financial Planning
Education
Graduate School of Banking at Colorado 2013 — 2015
Banking and Financial Support Services
Cannon Trust School 2008 — 2010
Certified Trust and Financial Advisor, Trust & fiduciary administration, estate planning, financial planning, Graduated with Honors
University of Portland 2003 — 2007
Bachelors of Business Administration, Finance
Anthony Builder Anthony Builder's Morgan Stanley Experience April 2014 - April 2014
Job University of Richmond '16
Industry
Experience
Walter & Samuels, Inc June 2014 - August 2014
University of Richmond September 2013 - June 2014
Morgan Stanley April 2014 - April 2014
Walter & Samuels, Inc August 2013 - August 2013
J.P. Morgan July 2012 - August 2012
J.P. Morgan July 2011 - August 2011
Skills
Microsoft Office, Entrepreneurship, Leadership, Photoshop, Perseverance, Problem Solving, Public Speaking, Work Ethic, Ethical Leadership, Committment, Communication, Prezi, Interpersonal Skill, Automotive, Marketing, Social Media Marketing, Karate, DJ, Soccer, Chess, Squash, Drums, Social Media, Microsoft Excel, PowerPoint, Teamwork, Research, Event Planning, Spanish, Social Networking
Education
University of Richmond 2012 — 2016
Bachelor of Business Administration (B.B.A.), Management, Entrepreneurship, and Marketing
The Browning School 1999 — 2012
High School Degree, 3.50
Walter & Samuels, Inc June 2014 - August 2014
University of Richmond September 2013 - June 2014
Morgan Stanley April 2014 - April 2014
Walter & Samuels, Inc August 2013 - August 2013
J.P. Morgan July 2012 - August 2012
J.P. Morgan July 2011 - August 2011
Skills
Microsoft Office, Entrepreneurship, Leadership, Photoshop, Perseverance, Problem Solving, Public Speaking, Work Ethic, Ethical Leadership, Committment, Communication, Prezi, Interpersonal Skill, Automotive, Marketing, Social Media Marketing, Karate, DJ, Soccer, Chess, Squash, Drums, Social Media, Microsoft Excel, PowerPoint, Teamwork, Research, Event Planning, Spanish, Social Networking
Education
University of Richmond 2012 — 2016
Bachelor of Business Administration (B.B.A.), Management, Entrepreneurship, and Marketing
The Browning School 1999 — 2012
High School Degree, 3.50
Apurva Chinchwadkar Apurva Chinchwadkar's Morgan Stanley Experience July 2008 - May 2010
Job Assistant Consultant at Tata Consultancy Services
Industry Investment Banking
Experience
Tata Consultancy Services May 2010 - Present
Morgan Stanley July 2008 - May 2010
Capgemini Consulting February 2006 - June 2008
Skills
Microsoft SQL Server, ITIL, SSRS, ASP.NET, SSIS, ASP, ASP.NET MVC, C#, Visual Basic, JIRA, Windows Sharepoint..., SharePoint Services 3.0, BMC Remedy, SQL Server 2005/2008, Application Lifecycle..., Transition Management, Powershell, Microsoft CRM, Hadoop, MongoDB
Education
University of Pune 1999 — 2002
BE, Electronics
Tata Consultancy Services May 2010 - Present
Morgan Stanley July 2008 - May 2010
Capgemini Consulting February 2006 - June 2008
Skills
Microsoft SQL Server, ITIL, SSRS, ASP.NET, SSIS, ASP, ASP.NET MVC, C#, Visual Basic, JIRA, Windows Sharepoint..., SharePoint Services 3.0, BMC Remedy, SQL Server 2005/2008, Application Lifecycle..., Transition Management, Powershell, Microsoft CRM, Hadoop, MongoDB
Education
University of Pune 1999 — 2002
BE, Electronics
Nitin Ware's Morgan Stanley Experience March 2014 - December 2014
Job Consultant Java/NoSQL/Cassandra Technology
Industry Financial Services
Experience
Bank of America December 2014 - Present
Morgan Stanley March 2014 - December 2014
Triple Point Technology July 2012 - November 2013
SunGard December 2009 - June 2012
Creditpointe Services Pvt Ltd October 2007 - August 2009
Aftek January 2007 - October 2007
Skills
Core Java, Spring, AOP, Hibernate, Java Enterprise Edition, Struts, Servlets, RESTful WebServices, Cassandra, Solr, EJB, XML, JSP, JUnit, Ehcache, Ant, Oracle SQL, PL/SQL, Weblogic, JBoss, Tomcat, Swing, J2EE, ActiveMQ, Eclipse, Castor, Axis2, NetBeans, BMC Remedy, Tortoise SVN, Activiti, Jenkins, Git, Github, Java, Web Services, WebSphere, Maven, Splunk
Education
University of Pune 2004 — 2007
Master of Computer Application, Computers
University of Pune 2001 — 2004
Bachelor of Computer Science, Computers
Bank of America December 2014 - Present
Morgan Stanley March 2014 - December 2014
Triple Point Technology July 2012 - November 2013
SunGard December 2009 - June 2012
Creditpointe Services Pvt Ltd October 2007 - August 2009
Aftek January 2007 - October 2007
Skills
Core Java, Spring, AOP, Hibernate, Java Enterprise Edition, Struts, Servlets, RESTful WebServices, Cassandra, Solr, EJB, XML, JSP, JUnit, Ehcache, Ant, Oracle SQL, PL/SQL, Weblogic, JBoss, Tomcat, Swing, J2EE, ActiveMQ, Eclipse, Castor, Axis2, NetBeans, BMC Remedy, Tortoise SVN, Activiti, Jenkins, Git, Github, Java, Web Services, WebSphere, Maven, Splunk
Education
University of Pune 2004 — 2007
Master of Computer Application, Computers
University of Pune 2001 — 2004
Bachelor of Computer Science, Computers
Evan Saltzman's Morgan Stanley Experience April 2007 - April 2008
Job Payroll Consultant at McGraw Hill Financial
Industry Information Technology and Services
Experience
McGraw Hill Financial June 2014 - June 2015
Bad Boy Entertainment December 2012 - May 2014
Amnesty International August 2012 - December 2012
Prince Ridge Co. May 2012 - August 2012
NYU May 2011 - May 2012
Columbia University January 2011 - May 2011
Estee Lauder Companies, Inc July 2010 - September 2010
Goldman Sachs January 2010 - May 2010
Marsh & McLennan May 2008 - January 2009
Morgan Stanley April 2007 - April 2008
Skills
PeopleSoft, Human Resources, Payroll, HRIS, Employee Benefits, Analysis, Finance, Deferred Compensation, Account Reconciliation, Training, Applicant Tracking..., Administration, Recruiting, Access, General Ledger, Management, Talent Acquisition, Accounting, Interviews, System Administration, Microsoft Excel, Onboarding, New Hire Orientations, Databases, Talent Management, ADP Payroll, Benefits Administration, Employee Relations, Policy, Performance Management, Workday
Education
Rutgers University 2000 — 2001
Bachelor of Arts, Communication
University of Rhode Island 1997 — 1998
McGraw Hill Financial June 2014 - June 2015
Bad Boy Entertainment December 2012 - May 2014
Amnesty International August 2012 - December 2012
Prince Ridge Co. May 2012 - August 2012
NYU May 2011 - May 2012
Columbia University January 2011 - May 2011
Estee Lauder Companies, Inc July 2010 - September 2010
Goldman Sachs January 2010 - May 2010
Marsh & McLennan May 2008 - January 2009
Morgan Stanley April 2007 - April 2008
Skills
PeopleSoft, Human Resources, Payroll, HRIS, Employee Benefits, Analysis, Finance, Deferred Compensation, Account Reconciliation, Training, Applicant Tracking..., Administration, Recruiting, Access, General Ledger, Management, Talent Acquisition, Accounting, Interviews, System Administration, Microsoft Excel, Onboarding, New Hire Orientations, Databases, Talent Management, ADP Payroll, Benefits Administration, Employee Relations, Policy, Performance Management, Workday
Education
Rutgers University 2000 — 2001
Bachelor of Arts, Communication
University of Rhode Island 1997 — 1998
James Wallen James Wallen's Morgan Stanley Experience 1992 - 1993
Job Owner AMW Consultants
Industry Pharmaceuticals
Experience
AMW Consultants February 2011 - Present
Stallergenes August 2012 - February 2014
AccentCare November 2011 - July 2012
Allerta Corp February 2011 - March 2011
ALK Abelló May 1999 - February 2011
American Income Life 1996 - 1999
KAP 1994 - 1996
Morgan Stanley 1992 - 1993
Skills
Sales Management, Sales Operations, Executive Coaching, Strategic Planning, Pharmaceutical Sales, New Business Development, Managed Care, Healthcare, Pharmaceutical Industry, Account Management, Negotiation, Team Building, Cross-functional Team..., Business Development, Sales, Start-ups, Allergy, Product Launch, Forecasting, Market Analysis, Sales Effectiveness, Change Management, Medical Devices, Key Account Management, Strategy, Business Planning, Leadership, Competitive Analysis, Marketing Strategy, Business Strategy, Segmentation, Management, Marketing, Market Research
Education
University of Rhode Island 1989 — 1993
Bachelors, economics
RHAM
AMW Consultants February 2011 - Present
Stallergenes August 2012 - February 2014
AccentCare November 2011 - July 2012
Allerta Corp February 2011 - March 2011
ALK Abelló May 1999 - February 2011
American Income Life 1996 - 1999
KAP 1994 - 1996
Morgan Stanley 1992 - 1993
Skills
Sales Management, Sales Operations, Executive Coaching, Strategic Planning, Pharmaceutical Sales, New Business Development, Managed Care, Healthcare, Pharmaceutical Industry, Account Management, Negotiation, Team Building, Cross-functional Team..., Business Development, Sales, Start-ups, Allergy, Product Launch, Forecasting, Market Analysis, Sales Effectiveness, Change Management, Medical Devices, Key Account Management, Strategy, Business Planning, Leadership, Competitive Analysis, Marketing Strategy, Business Strategy, Segmentation, Management, Marketing, Market Research
Education
University of Rhode Island 1989 — 1993
Bachelors, economics
RHAM
Pratik Patwari's Morgan Stanley Experience April 2010 - Present
Job
Industry Financial Services
Experience
Morgan Stanley April 2010 - Present
Bank of America July 2009 - April 2010
Morgan Stanley April 2004 - July 2009
National Stock Exchange January 2003 - April 2004
Skills
Sybase, DB2, Teradata, Perl, Java, Data Warehousing, Unix Shell Scripting, Data Modeling, Linux, Autosys, Databases, Sybase ASE, C, ETL, IBM DB2, Oracle, PL/SQL, SDLC, Shell Scripting, Unix
Education
University of Pune
B.E., Computer Engineering
Morgan Stanley April 2010 - Present
Bank of America July 2009 - April 2010
Morgan Stanley April 2004 - July 2009
National Stock Exchange January 2003 - April 2004
Skills
Sybase, DB2, Teradata, Perl, Java, Data Warehousing, Unix Shell Scripting, Data Modeling, Linux, Autosys, Databases, Sybase ASE, C, ETL, IBM DB2, Oracle, PL/SQL, SDLC, Shell Scripting, Unix
Education
University of Pune
B.E., Computer Engineering
Amrita Bhattacharya Amrita Bhattacharya's Morgan Stanley Experience January 2014 - October 2014
Job Rates and FX at Credit Suisse
Industry Capital Markets
Experience
Credit Suisse October 2014 - Present
Morgan Stanley January 2014 - October 2014
TD March 2012 - December 2013
BMO Capital Markets February 2011 - March 2012
Scotiabank January 2010 - February 2011
ING May 2005 - August 2009
Education
Wilmington University
Master of Business Administration (MBA), Management Information Systems, General
Kirloskar Institute Of Advanced Management Studies
MBA, Finance
University of Pune
Credit Suisse October 2014 - Present
Morgan Stanley January 2014 - October 2014
TD March 2012 - December 2013
BMO Capital Markets February 2011 - March 2012
Scotiabank January 2010 - February 2011
ING May 2005 - August 2009
Education
Wilmington University
Master of Business Administration (MBA), Management Information Systems, General
Kirloskar Institute Of Advanced Management Studies
MBA, Finance
University of Pune
Stacey Townsend, CIMA®'s Morgan Stanley Experience May 2013 - November 2013
Job Senior Investment Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Merrill Lynch November 2013 - June 2015
Morgan Stanley May 2013 - November 2013
Morgan Stanley August 2005 - May 2013
Morgan Stanley August 2002 - August 2005
Morgan Stanley, Pittsburgh May 2000 - August 2002
Skills
CFA Level III Candidate, CIMA, Investment Strategies, Investments, Mutual Funds, Separately Managed..., Investment Advisory, Equities, Fixed Income, Portfolio Management, Asset Management, Asset Allocation, Series 7, Investment Management, Wealth Management, Finance
Education
University of Pittsburgh
Bachelor of Science in Business Administration
Credit Suisse June 2015 - Present
Merrill Lynch November 2013 - June 2015
Morgan Stanley May 2013 - November 2013
Morgan Stanley August 2005 - May 2013
Morgan Stanley August 2002 - August 2005
Morgan Stanley, Pittsburgh May 2000 - August 2002
Skills
CFA Level III Candidate, CIMA, Investment Strategies, Investments, Mutual Funds, Separately Managed..., Investment Advisory, Equities, Fixed Income, Portfolio Management, Asset Management, Asset Allocation, Series 7, Investment Management, Wealth Management, Finance
Education
University of Pittsburgh
Bachelor of Science in Business Administration
Ryan Tatrai Ryan Tatrai's Morgan Stanley Experience 2010 - 2010
Job Support Analyst
Industry Information Technology and Services
Experience
Applications2U September 2015 - Present
Allegheny Health Network July 2014 - April 2015
University of Pittsburgh School of Medicine May 2013 - August 2013
Morgan Stanley 2010 - 2010
Skills
Data Analysis, PowerPoint, Research, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Social Media, Event Planning, Time Management, Customer Service, Photoshop, Leadership, Access, Project Management, Social Networking, Teamwork
Education
University of Pittsburgh-Johnstown 2009 — 2014
Bachelor's Degree, Management Information Systems, General, Graduate
Pittsburgh Central Catholic 2005 — 2009
Diploma, Information Technology
Applications2U September 2015 - Present
Allegheny Health Network July 2014 - April 2015
University of Pittsburgh School of Medicine May 2013 - August 2013
Morgan Stanley 2010 - 2010
Skills
Data Analysis, PowerPoint, Research, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Social Media, Event Planning, Time Management, Customer Service, Photoshop, Leadership, Access, Project Management, Social Networking, Teamwork
Education
University of Pittsburgh-Johnstown 2009 — 2014
Bachelor's Degree, Management Information Systems, General, Graduate
Pittsburgh Central Catholic 2005 — 2009
Diploma, Information Technology
Ryan Seuffert Ryan Seuffert's Morgan Stanley Experience February 2014 - January 2015
Job Compliance Examiner II
Industry Financial Services
Experience
National Futures Association February 2015 - Present
Morgan Stanley February 2014 - January 2015
Sea Fresh Marine LLC June 2013 - February 2014
Richmond Boro Building Corp June 2010 - June 2013
Eastern Petroleum Futures May 2008 - January 2013
Skills
Financial Analysis, Stock Trading, Futures Trading, Commodity Markets, Communication Skills, Research, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Sales, Customer Service, Inventory Management, Leadership, Volunteering, Team-oriented, Problem Solving, Entrepreneurship, Import Export
Education
Monmouth University 2010 — 2012
Bachelor of Business Administration (BBA), Finance
University of Rhode Island 2007 — 2010
Studied Political Science, Communication, Math, History, English and Sciences
Christian Brothers Academy 2003 — 2007
National Futures Association February 2015 - Present
Morgan Stanley February 2014 - January 2015
Sea Fresh Marine LLC June 2013 - February 2014
Richmond Boro Building Corp June 2010 - June 2013
Eastern Petroleum Futures May 2008 - January 2013
Skills
Financial Analysis, Stock Trading, Futures Trading, Commodity Markets, Communication Skills, Research, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Sales, Customer Service, Inventory Management, Leadership, Volunteering, Team-oriented, Problem Solving, Entrepreneurship, Import Export
Education
Monmouth University 2010 — 2012
Bachelor of Business Administration (BBA), Finance
University of Rhode Island 2007 — 2010
Studied Political Science, Communication, Math, History, English and Sciences
Christian Brothers Academy 2003 — 2007
Ari Ronick Ari Ronick's Morgan Stanley Experience September 2008 - March 2009
Job Owner at Ronick Baseball LLC
Industry Sports
Experience
Ronick Baseball LLC September 2009 - Present
Québec Capitales May 2014 - May 2015
Gary SouthShore RailCats May 2013 - October 2013
San Francisco Giants June 2008 - January 2013
Morgan Stanley September 2008 - March 2009
Skills
Athletics, Coaching, Event Management, Social Media Marketing, Customer Service, Team Leadership, Teaching, Marketing, Management, Fitness Training, Entrepreneurship, Website Building, Social Media, Public Speaking, Sports
Education
University of Portland 2004 — 2008
Bachelors, Business Finance, 3.4
Boulder High School 2000 — 2004
Ronick Baseball LLC September 2009 - Present
Québec Capitales May 2014 - May 2015
Gary SouthShore RailCats May 2013 - October 2013
San Francisco Giants June 2008 - January 2013
Morgan Stanley September 2008 - March 2009
Skills
Athletics, Coaching, Event Management, Social Media Marketing, Customer Service, Team Leadership, Teaching, Marketing, Management, Fitness Training, Entrepreneurship, Website Building, Social Media, Public Speaking, Sports
Education
University of Portland 2004 — 2008
Bachelors, Business Finance, 3.4
Boulder High School 2000 — 2004
Jennifer Delany Jennifer Delany's Morgan Stanley Experience June 2007 - October 2010
Job Assistant Treasurer at Lord Baltimore Capital Corporation
Industry Investment Management
Experience
Lord Baltimore Capital Corporation November 2014 - Present
Lord Baltimore Capital Corporation March 2011 - November 2014
Howrey LLP October 2010 - March 2011
Morgan Stanley June 2007 - October 2010
Skills
Treasury Management, Cash Management, Financial Analysis, Cash Flow Forecasting, Liquidity Management
Education
University of Pittsburgh 2003 — 2007
BSBA, Finance, Marketing
Lord Baltimore Capital Corporation November 2014 - Present
Lord Baltimore Capital Corporation March 2011 - November 2014
Howrey LLP October 2010 - March 2011
Morgan Stanley June 2007 - October 2010
Skills
Treasury Management, Cash Management, Financial Analysis, Cash Flow Forecasting, Liquidity Management
Education
University of Pittsburgh 2003 — 2007
BSBA, Finance, Marketing
Robert Sherwin Robert Sherwin's Morgan Stanley Experience May 1995 - Present
Job Senior Vice President
Industry Financial Services
Experience
Morgan Stanley May 1995 - Present
Education
University of Rhode Island 1970 — 1974
BA, English, Art
Morgan Stanley May 1995 - Present
Education
University of Rhode Island 1970 — 1974
BA, English, Art
Brian Zorotovich Brian Zorotovich's Morgan Stanley Experience March 1998 - May 2000
Job Real Estate Broker/ Project Manager
Industry Real Estate
Experience
Kidder Mathews July 2011 - March 2014
Velox, LLC August 2007 - June 2011
Fursse & Hall Realty, Inc October 2004 - July 2007
Ewing and Clark, Inc. January 2001 - September 2004
Morgan Stanley March 1998 - May 2000
Skills
Disposition, Brokerage, Real Estate, Leases, Real Estate Transactions, Commercial Real Estate, Location Intelligence, Investment Properties, Tenant Representation, Transaction Management, New Business Development, CRM, Marketing Strategy, Property Management, Contract Negotiation, Lease Negotiations, Landlords, Corporate Real Estate, Tenant, Lease Administration, Real Estate Economics
Education
University of Puget Sound 1996 — 2000
BA Business and Public Administration
University of Washington 2003 — 2004
Commercial Real Estate Certificate Program
Kidder Mathews July 2011 - March 2014
Velox, LLC August 2007 - June 2011
Fursse & Hall Realty, Inc October 2004 - July 2007
Ewing and Clark, Inc. January 2001 - September 2004
Morgan Stanley March 1998 - May 2000
Skills
Disposition, Brokerage, Real Estate, Leases, Real Estate Transactions, Commercial Real Estate, Location Intelligence, Investment Properties, Tenant Representation, Transaction Management, New Business Development, CRM, Marketing Strategy, Property Management, Contract Negotiation, Lease Negotiations, Landlords, Corporate Real Estate, Tenant, Lease Administration, Real Estate Economics
Education
University of Puget Sound 1996 — 2000
BA Business and Public Administration
University of Washington 2003 — 2004
Commercial Real Estate Certificate Program
George A Desaulniers's Morgan Stanley Experience August 2001 - October 2008
Job CFP
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley August 2001 - October 2008
Morgan Stanley June 1997 - March 2001
Education
University of Rhode Island 1973 — 1977
BS
UBS November 2008 - Present
Morgan Stanley August 2001 - October 2008
Morgan Stanley June 1997 - March 2001
Education
University of Rhode Island 1973 — 1977
BS
Rayna Baizman Rayna Baizman's Morgan Stanley Experience 2001 - 2002
Job Realtor
Industry Real Estate
Experience
Keller Williams Realty, Inc. April 2014 - Present
Power to the Games, Inc. January 2004 - Present
Morgan Stanley 2001 - 2002
Skills
Microsoft Office, Customer Service, Research, QuickBooks, Payroll, 401k, Human Resources, Bank Reconciliation, Auditing, Sales, Microsoft Excel, Public Speaking, Accounting, Negotiation, Strategic Planning, Finance, Investments, Leadership, Team Building, Financial Analysis, Marketing
Education
University of Pittsburgh 1997 — 2001
BSBA, Finance
Keller Williams Realty, Inc. April 2014 - Present
Power to the Games, Inc. January 2004 - Present
Morgan Stanley 2001 - 2002
Skills
Microsoft Office, Customer Service, Research, QuickBooks, Payroll, 401k, Human Resources, Bank Reconciliation, Auditing, Sales, Microsoft Excel, Public Speaking, Accounting, Negotiation, Strategic Planning, Finance, Investments, Leadership, Team Building, Financial Analysis, Marketing
Education
University of Pittsburgh 1997 — 2001
BSBA, Finance
Kurt Puff Kurt Puff's Morgan Stanley Experience June 2015 - Present
Job Alternative Investments at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Prudential Financial May 2014 - July 2015
First Investors Corporation May 2013 - January 2014
Enterprise Rent-A-Car June 2012 - August 2012
YWCA June 2008 - August 2011
Siwanoy Country Club June 2009 - August 2009
Abercrombie & Fitch January 2009 - April 2009
Pedigree Ski Shop October 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, Public Speaking, Marketing Strategy, Sales, Management, Accounting, Time Management, Customer Satisfaction, Data Analysis, Social Networking, Finance, Marketing, Investments, Outlook, Leadership, Social Media Marketing, Fundraising, Strategic Planning, Recruiting, Entrepreneurship, Budgets, Team Building, Coaching, Event Planning, Facebook, Photoshop, Portfolio Management, Insurance, Mutual Funds, Editing, Communication, Project Management
Education
University of Rhode Island 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Rhode Island 2009 — 2013
Bachelor of Arts (B.A.), Business/Managerial Economics
Morgan Stanley June 2015 - Present
Prudential Financial May 2014 - July 2015
First Investors Corporation May 2013 - January 2014
Enterprise Rent-A-Car June 2012 - August 2012
YWCA June 2008 - August 2011
Siwanoy Country Club June 2009 - August 2009
Abercrombie & Fitch January 2009 - April 2009
Pedigree Ski Shop October 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, Public Speaking, Marketing Strategy, Sales, Management, Accounting, Time Management, Customer Satisfaction, Data Analysis, Social Networking, Finance, Marketing, Investments, Outlook, Leadership, Social Media Marketing, Fundraising, Strategic Planning, Recruiting, Entrepreneurship, Budgets, Team Building, Coaching, Event Planning, Facebook, Photoshop, Portfolio Management, Insurance, Mutual Funds, Editing, Communication, Project Management
Education
University of Rhode Island 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Rhode Island 2009 — 2013
Bachelor of Arts (B.A.), Business/Managerial Economics
Scott Witherspoon's Morgan Stanley Experience June 1991 - April 2012
Job SVP, Chief Credit Officer at Affinity Federal Credit Union
Industry Financial Services
Experience
Affinity Federal Credit Union May 2013 - Present
Morgan Stanley June 1991 - April 2012
Summit Bank September 1986 - April 1991
Commercial Trust Company July 1984 - September 1986
Fidelity Union Bank July 1981 - July 1984
Skills
Product Development, Strategic Planning, Training & Development, Marketing Strategy, Sales Management, Credit Risk, Private Banking, Commercial Lending, Real Estate Financing, Community Development, Banking, Loan Work-outs, General Securities..., Securities License, Mortgage Lending, Securities, Series 7, Series 24, Series 63, Series 65, Loans, Credit, Commercial Mortgages, Business Development, Energetic Leader, Financial Services, Consumer Lending, Residential Mortgages, Capital Markets, Wealth Management
Education
University of Pittsburgh
BA-Economics, BS-Political Science
Affinity Federal Credit Union May 2013 - Present
Morgan Stanley June 1991 - April 2012
Summit Bank September 1986 - April 1991
Commercial Trust Company July 1984 - September 1986
Fidelity Union Bank July 1981 - July 1984
Skills
Product Development, Strategic Planning, Training & Development, Marketing Strategy, Sales Management, Credit Risk, Private Banking, Commercial Lending, Real Estate Financing, Community Development, Banking, Loan Work-outs, General Securities..., Securities License, Mortgage Lending, Securities, Series 7, Series 24, Series 63, Series 65, Loans, Credit, Commercial Mortgages, Business Development, Energetic Leader, Financial Services, Consumer Lending, Residential Mortgages, Capital Markets, Wealth Management
Education
University of Pittsburgh
BA-Economics, BS-Political Science
John Nevins John Nevins's Morgan Stanley Experience June 2000 - January 2003
Job Director of Sales at Gravitational Marketing
Industry Marketing and Advertising
Experience
Gravitational Marketing December 2013 - Present
John Hancock Financial Network 2011 - January 2014
AXA Advisors June 2009 - September 2011
Ameriprise Financial Services, Inc. January 2005 - June 2009
Captial Growth Financial January 2003 - January 2005
Morgan Stanley June 2000 - January 2003
Merrill Lynch May 1993 - June 2000
Skills
401k, Customer Satisfaction, Customer Service, Employee Benefits, Financial Planners, Financial Services, Management, Marketing, Marketing Strategy, Sales, Sales Management
Education
University of Pittsburgh 1984 — 1985
Gravitational Marketing December 2013 - Present
John Hancock Financial Network 2011 - January 2014
AXA Advisors June 2009 - September 2011
Ameriprise Financial Services, Inc. January 2005 - June 2009
Captial Growth Financial January 2003 - January 2005
Morgan Stanley June 2000 - January 2003
Merrill Lynch May 1993 - June 2000
Skills
401k, Customer Satisfaction, Customer Service, Employee Benefits, Financial Planners, Financial Services, Management, Marketing, Marketing Strategy, Sales, Sales Management
Education
University of Pittsburgh 1984 — 1985
Jonathan Singmin Jonathan Singmin's Morgan Stanley Experience October 2014 - Present
Job Financial Controller at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Credit Suisse August 2012 - Present
Credit Suisse May 2010 - August 2012
Ernst & Young January 2003 - May 2010
Skills
IFRS, US GAAP, FAS 133, Fair Value, FAS 157, Product Control, Derivatives, Financial Reporting, Life Insurance, Energy Commodities, Accounting, Financial Risk, Finance, Valuation
Education
University of Pretoria/Universiteit van Pretoria 1999 — 2002
B.Com (Honours), Accounting (Cum laude)
Morgan Stanley October 2014 - Present
Credit Suisse August 2012 - Present
Credit Suisse May 2010 - August 2012
Ernst & Young January 2003 - May 2010
Skills
IFRS, US GAAP, FAS 133, Fair Value, FAS 157, Product Control, Derivatives, Financial Reporting, Life Insurance, Energy Commodities, Accounting, Financial Risk, Finance, Valuation
Education
University of Pretoria/Universiteit van Pretoria 1999 — 2002
B.Com (Honours), Accounting (Cum laude)
Kirtiraj Sardesai Kirtiraj Sardesai's Morgan Stanley Experience May 2008 - February 2011
Job AVP QA for Global Credit Products
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation September 2013 - Present
Bank of America February 2011 - Present
The Depository Trust & Clearing Corporation 2013 - 2015
The Depository Trust & Clearing Corporation 2013 - 2015
Morgan Stanley May 2008 - February 2011
Capgemini(Formerly Kanbay) July 2003 - October 2007
Education
University of Pune 1999 — 2002
Bachelor of Science, Electronics
The Depository Trust & Clearing Corporation September 2013 - Present
Bank of America February 2011 - Present
The Depository Trust & Clearing Corporation 2013 - 2015
The Depository Trust & Clearing Corporation 2013 - 2015
Morgan Stanley May 2008 - February 2011
Capgemini(Formerly Kanbay) July 2003 - October 2007
Education
University of Pune 1999 — 2002
Bachelor of Science, Electronics
Patrick Thomas's Morgan Stanley Experience June 1999 - August 2000
Job VP, Sales Manager Turner Entertainment
Industry Marketing and Advertising
Experience
Turner Broadcasting System October 2014 - Present
Turner Broadcasting April 2013 - November 2014
Turner Broadcasting March 2011 - November 2014
Turner Broadcasting March 2011 - April 2013
Turner Broadcasting February 2007 - February 2011
World Wrestling Entertainment, Inc March 2006 - February 2007
M:Metrics, Inc. July 2005 - March 2006
Nielsen Media Research July 2004 - July 2005
Nielsen Online August 2000 - July 2004
Morgan Stanley June 1999 - August 2000
Skills
Advertising, Advertising Sales, Analysis, Business Development, CRM, Digital Marketing, Digital Media, Digital Strategy, E-commerce, Financial Services, Integrated Marketing, Leadership, Management, Marketing, Mobile Devices, New Media, Omniture, Online Advertising, Product Development, Product Management, Sales, Sales Management, Salesforce.com, Strategy, Television, Web Analytics, comScore, Strategic Planning, Sponsorship, Social Media Marketing
Education
University of Richmond 1995 — 1999
BS, Business Administration / Marketing
Achieved the following Federal, State and NASD licenses:
Turner Broadcasting System October 2014 - Present
Turner Broadcasting April 2013 - November 2014
Turner Broadcasting March 2011 - November 2014
Turner Broadcasting March 2011 - April 2013
Turner Broadcasting February 2007 - February 2011
World Wrestling Entertainment, Inc March 2006 - February 2007
M:Metrics, Inc. July 2005 - March 2006
Nielsen Media Research July 2004 - July 2005
Nielsen Online August 2000 - July 2004
Morgan Stanley June 1999 - August 2000
Skills
Advertising, Advertising Sales, Analysis, Business Development, CRM, Digital Marketing, Digital Media, Digital Strategy, E-commerce, Financial Services, Integrated Marketing, Leadership, Management, Marketing, Mobile Devices, New Media, Omniture, Online Advertising, Product Development, Product Management, Sales, Sales Management, Salesforce.com, Strategy, Television, Web Analytics, comScore, Strategic Planning, Sponsorship, Social Media Marketing
Education
University of Richmond 1995 — 1999
BS, Business Administration / Marketing
Achieved the following Federal, State and NASD licenses:
Randolph Brock's Morgan Stanley Experience November 1986 - October 2006
Job Vice President Investment Officer, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2006 - Present
Morgan Stanley November 1986 - October 2006
Skills
Investments, Financial Advice, Securities, Financial Services, Retirement, Mutual Funds, Strategic Planning, 401k Rollovers, Insurance, Municipal Bonds, Bonds, Fixed Income Strategies, Retirement Plan..., Multigenerational..., Estate Investment..., Wealth Preservation..., Variable Annuities, Government Bonds, Stock Market, Stocks, Deferred Compensation, Tax-Efficient Strategies
Education
University of Pittsburgh 1978 — 1982
BS Business
Abington Friends School 1970 — 1977
Diploma
Wells Fargo Advisors, LLC October 2006 - Present
Morgan Stanley November 1986 - October 2006
Skills
Investments, Financial Advice, Securities, Financial Services, Retirement, Mutual Funds, Strategic Planning, 401k Rollovers, Insurance, Municipal Bonds, Bonds, Fixed Income Strategies, Retirement Plan..., Multigenerational..., Estate Investment..., Wealth Preservation..., Variable Annuities, Government Bonds, Stock Market, Stocks, Deferred Compensation, Tax-Efficient Strategies
Education
University of Pittsburgh 1978 — 1982
BS Business
Abington Friends School 1970 — 1977
Diploma
Justin Deardorff Justin Deardorff's Morgan Stanley Experience February 2005 - January 2006
Job Senior Product Manager at PNC Bank
Industry Information Technology and Services
Experience
PNC April 2014 - Present
UPMC April 2013 - April 2014
UPMC August 2011 - April 2013
Surgical Neuromonitoring Associates January 2009 - January 2011
Surgical Neuromonitoring Associates February 2006 - January 2009
Morgan Stanley February 2005 - January 2006
Morgan Stanley June 2004 - December 2004
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2009
Master of Business Administration (MBA)
University of Pittsburgh
B.S.
PNC April 2014 - Present
UPMC April 2013 - April 2014
UPMC August 2011 - April 2013
Surgical Neuromonitoring Associates January 2009 - January 2011
Surgical Neuromonitoring Associates February 2006 - January 2009
Morgan Stanley February 2005 - January 2006
Morgan Stanley June 2004 - December 2004
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2009
Master of Business Administration (MBA)
University of Pittsburgh
B.S.
Ian Deliz's Morgan Stanley Experience July 2014 - Present
Job First Vice President, Financial Planning Specialist, Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Skills
Financial Planning, Wealth Management, Investments, Portfolio Management, Asset Management, Retirement Planning, Financial Services, Insurance, Securities
Education
University of Puerto Rico-Rio Piedras 1992 — 1996
Bachelor of Arts (B.A.), Multi/Interdisciplinary Studies
Morgan Stanley July 2014 - Present
Skills
Financial Planning, Wealth Management, Investments, Portfolio Management, Asset Management, Retirement Planning, Financial Services, Insurance, Securities
Education
University of Puerto Rico-Rio Piedras 1992 — 1996
Bachelor of Arts (B.A.), Multi/Interdisciplinary Studies
Christian Norcia Christian Norcia's Morgan Stanley Experience September 2001 - July 2003
Job Commercial Account Executive at Salesforce.com
Industry Computer Software
Experience
Salesforce February 2015 - Present
salesforce.com December 2012 - January 2015
AkibiaZensar January 2011 - December 2012
Everglades Technologies February 2007 - January 2011
T-Mobile July 2003 - February 2007
Morgan Stanley September 2001 - July 2003
Skills
Consultative Selling, Data Center, Managed Services, Salesforce.com, Virtualization, Disaster Recovery, New Business Development, Contract Negotiations, Wireless, Network Security, HP, Cisco, Integration, Business Development, Enterprise Software, Solution Selling, Cloud Computing, IT Service Management, SaaS, Sales, Direct Sales, Cisco Technologies, CRM, Professional Services, Account Management, Selling, Telecommunications, Sales Presentations, Networking, Contract Negotiation
Education
University of Pittsburgh 1997 — 2001
BA, Economics
Salesforce February 2015 - Present
salesforce.com December 2012 - January 2015
AkibiaZensar January 2011 - December 2012
Everglades Technologies February 2007 - January 2011
T-Mobile July 2003 - February 2007
Morgan Stanley September 2001 - July 2003
Skills
Consultative Selling, Data Center, Managed Services, Salesforce.com, Virtualization, Disaster Recovery, New Business Development, Contract Negotiations, Wireless, Network Security, HP, Cisco, Integration, Business Development, Enterprise Software, Solution Selling, Cloud Computing, IT Service Management, SaaS, Sales, Direct Sales, Cisco Technologies, CRM, Professional Services, Account Management, Selling, Telecommunications, Sales Presentations, Networking, Contract Negotiation
Education
University of Pittsburgh 1997 — 2001
BA, Economics
Daniel Castrogiovanni Daniel Castrogiovanni's Morgan Stanley Experience June 2008 - August 2008
Job PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors September 2014 - Present
Glenmede Investment Management May 2011 - August 2014
SEI Investment Company, Private Trust Co April 2010 - May 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Johnson & Johnson June 2006 - August 2006
Education
University of Pittsburgh 2005 — 2009
Bachelor of Science (B.S.)
Notre Dame High School
PNC Capital Advisors September 2014 - Present
Glenmede Investment Management May 2011 - August 2014
SEI Investment Company, Private Trust Co April 2010 - May 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Johnson & Johnson June 2006 - August 2006
Education
University of Pittsburgh 2005 — 2009
Bachelor of Science (B.S.)
Notre Dame High School
Perry A. McClain Perry A. McClain's Morgan Stanley Experience March 1987 - December 2008
Job Conestoga Wealth Partners @ Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Conestoga Wealth Partners January 2015 - Present
UBS December 2008 - January 2015
Morgan Stanley March 1987 - December 2008
Skills
Mutual Funds
Education
University of Puget Sound 1977 — 1979
Bachelor of Arts (B.A.), Business Administration -Marketing / Psychology
Conestoga Wealth Partners January 2015 - Present
UBS December 2008 - January 2015
Morgan Stanley March 1987 - December 2008
Skills
Mutual Funds
Education
University of Puget Sound 1977 — 1979
Bachelor of Arts (B.A.), Business Administration -Marketing / Psychology
Anna Abadias Morales's Morgan Stanley Experience June 2015 - August 2015
Job Account Representative at 5 North Inc.
Industry Investment Banking
Experience
University of Richmond September 2013 - Present
City of Richmond, Virginia September 2010 - Present
Morgan Stanley June 2015 - August 2015
5 North Inc. May 2014 - July 2014
Inelca June 2013 - August 2013
University of Richmond September 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Public Speaking, English, Event Planning, Fundraising
Education
University of Richmond 2012 — 2016
University of Richmond September 2013 - Present
City of Richmond, Virginia September 2010 - Present
Morgan Stanley June 2015 - August 2015
5 North Inc. May 2014 - July 2014
Inelca June 2013 - August 2013
University of Richmond September 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Public Speaking, English, Event Planning, Fundraising
Education
University of Richmond 2012 — 2016
Danielle Sokol Danielle Sokol's Morgan Stanley Experience June 2012 - January 2014
Job Social Media Marketing Specialist
Industry Public Relations and Communications
Experience
Self Employed December 2012 - Present
Primero Systems October 2014 - March 2015
V12 Group January 2014 - June 2014
Morgan Stanley June 2012 - January 2014
Media Education Lab March 2012 - July 2013
Harrington School of Communication and Media, University of Rhode Island January 2011 - June 2012
Skills
Social Media Marketing, Social Media Consulting, Social Media, Social Media Integration, Social Media Advertising, communication, Microsoft Word, Google Docs, Microsoft Excel, PowerPoint, Hootsuite, Twitter, Facebook, LinkedIn, Design Management, Superior Work Ethic, Structure Determination, Business Networking, Client Relations Skills, Colleague Development, Modeling, Public Relations, Strategic Public..., Promotions, Marketing, Sales, Blogging, Email Marketing, Press Releases, Google Analytics, HootSuite, Communication, Social Networking, Microsoft Office, Advertising
Education
University of Rhode Island 2009 — 2013
Bachelor of Arts, Communication Studies; Media Education, 3.24/4.0
Self Employed December 2012 - Present
Primero Systems October 2014 - March 2015
V12 Group January 2014 - June 2014
Morgan Stanley June 2012 - January 2014
Media Education Lab March 2012 - July 2013
Harrington School of Communication and Media, University of Rhode Island January 2011 - June 2012
Skills
Social Media Marketing, Social Media Consulting, Social Media, Social Media Integration, Social Media Advertising, communication, Microsoft Word, Google Docs, Microsoft Excel, PowerPoint, Hootsuite, Twitter, Facebook, LinkedIn, Design Management, Superior Work Ethic, Structure Determination, Business Networking, Client Relations Skills, Colleague Development, Modeling, Public Relations, Strategic Public..., Promotions, Marketing, Sales, Blogging, Email Marketing, Press Releases, Google Analytics, HootSuite, Communication, Social Networking, Microsoft Office, Advertising
Education
University of Rhode Island 2009 — 2013
Bachelor of Arts, Communication Studies; Media Education, 3.24/4.0
JD Mateer's Morgan Stanley Experience April 2013 - May 2014
Job Project Manager
Industry Consumer Goods
Experience
NJOY Electronic Cigarettes May 2014 - Present
Morgan Stanley April 2013 - May 2014
Morgan Stanley January 2011 - April 2013
University of Pittsburgh January 2010 - December 2010
Giant Eagle Inc. August 2009 - December 2010
University of Pittsburgh August 2008 - December 2010
LMI Government Consulting May 2008 - August 2009
SunGard Availability Services May 2007 - August 2007
TD March 2004 - May 2007
Marden Edwards Ltd May 2005 - June 2005
Skills
Operations Research, Financial Analysis, Customer Service, Statistical Modeling, Project Management, Financial Reporting, CAD, Operational Risk, Sales Operations, Manufacturing Operations, Engineered Labor..., Ergonomics, Supply Chain..., Account Management, Linear Programming, Product Development, Database Design, Benefit Cost Analysis, Peer Mentoring, University Teaching, Written & Oral..., Vendor Relationship..., Contract Management, New Store Development, Store Design, Contractual Agreements, Product Management, Operational Efficiency, Metric Development, Prototyping
Education
University of Pittsburgh 2006 — 2010
Bachelor of Science, Industrial Engineering
NJOY Electronic Cigarettes May 2014 - Present
Morgan Stanley April 2013 - May 2014
Morgan Stanley January 2011 - April 2013
University of Pittsburgh January 2010 - December 2010
Giant Eagle Inc. August 2009 - December 2010
University of Pittsburgh August 2008 - December 2010
LMI Government Consulting May 2008 - August 2009
SunGard Availability Services May 2007 - August 2007
TD March 2004 - May 2007
Marden Edwards Ltd May 2005 - June 2005
Skills
Operations Research, Financial Analysis, Customer Service, Statistical Modeling, Project Management, Financial Reporting, CAD, Operational Risk, Sales Operations, Manufacturing Operations, Engineered Labor..., Ergonomics, Supply Chain..., Account Management, Linear Programming, Product Development, Database Design, Benefit Cost Analysis, Peer Mentoring, University Teaching, Written & Oral..., Vendor Relationship..., Contract Management, New Store Development, Store Design, Contractual Agreements, Product Management, Operational Efficiency, Metric Development, Prototyping
Education
University of Pittsburgh 2006 — 2010
Bachelor of Science, Industrial Engineering
Marty Pereira, CFP®'s Morgan Stanley Experience May 2011 - December 2014
Job Financial Advisor and Director, Research & Analytics at Partners Wealth Management
Industry Financial Services
Experience
Partners Wealth Management December 2014 - Present
Morgan Stanley May 2011 - December 2014
Gaspee January 2008 - April 2011
CSMG Companies November 1985 - December 2007
Ernst & Young August 1981 - November 1985
Education
University of Rhode Island - College of Business Administration 1978 — 1981
Master of Science, Accounting
University of Rhode Island 1973 — 1977
Bachelor of Science Degree, Health and Physical Education
Pilgrim High School 1969 — 1973
High School Diploma
Partners Wealth Management December 2014 - Present
Morgan Stanley May 2011 - December 2014
Gaspee January 2008 - April 2011
CSMG Companies November 1985 - December 2007
Ernst & Young August 1981 - November 1985
Education
University of Rhode Island - College of Business Administration 1978 — 1981
Master of Science, Accounting
University of Rhode Island 1973 — 1977
Bachelor of Science Degree, Health and Physical Education
Pilgrim High School 1969 — 1973
High School Diploma
Jason Finnigan Jason Finnigan's Morgan Stanley Experience October 1996 - February 2014
Job Partner at HighRoad Wealth Advisors, LLC.
Industry Financial Services
Experience
HighRoad Wealth Advisors, LLC. February 2014 - Present
Morgan Stanley October 1996 - February 2014
Skills
Wealth Management, Financial Planning, Investment Management, Strategic Planning
Education
University of Puget Sound 1988 — 1992
Bachelor of Arts (BA), Economics
HighRoad Wealth Advisors, LLC. February 2014 - Present
Morgan Stanley October 1996 - February 2014
Skills
Wealth Management, Financial Planning, Investment Management, Strategic Planning
Education
University of Puget Sound 1988 — 1992
Bachelor of Arts (BA), Economics
Charles Kreps's Morgan Stanley Experience October 2007 - January 2009
Job Vice President, Equity Derivatives Engineering at Goldman Sachs
Industry Computer Software
Experience
Goldman Sachs April 2015 - Present
Pellucid Analytics November 2013 - April 2015
Conde Nast November 2012 - November 2013
Loose Cubes, Inc. May 2012 - November 2012
The Ladders February 2010 - May 2012
MeeGenius, Inc. January 2009 - January 2010
Morgan Stanley October 2007 - January 2009
Eluciv Knowledge (startup) July 2007 - June 2008
9mmedia April 2003 - July 2007
Skills
Java, Scala, Distributed Systems, Linear Algebra, User Experience, Functional Programming, JavaScript, Agile Methodologies, REST, Ruby, Ruby on Rails, Functional Support, Google Glass, Node.js, Architecture, Maven, Git, Test Driven Development, Web Applications, Databases, Spring
Education
University of Pittsburgh 1997 — 2000
Goldman Sachs April 2015 - Present
Pellucid Analytics November 2013 - April 2015
Conde Nast November 2012 - November 2013
Loose Cubes, Inc. May 2012 - November 2012
The Ladders February 2010 - May 2012
MeeGenius, Inc. January 2009 - January 2010
Morgan Stanley October 2007 - January 2009
Eluciv Knowledge (startup) July 2007 - June 2008
9mmedia April 2003 - July 2007
Skills
Java, Scala, Distributed Systems, Linear Algebra, User Experience, Functional Programming, JavaScript, Agile Methodologies, REST, Ruby, Ruby on Rails, Functional Support, Google Glass, Node.js, Architecture, Maven, Git, Test Driven Development, Web Applications, Databases, Spring
Education
University of Pittsburgh 1997 — 2000
Rekha Gupta Rekha Gupta's Morgan Stanley Experience March 2014 - Present
Job IT Consultant at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley March 2014 - Present
AT&T October 2011 - December 2013
AIT Global Inc. March 2004 - December 2013
Daiichi Sankyo January 2009 - September 2011
BNP Paribas July 2006 - November 2008
TIAA-CREF September 2004 - June 2006
NJ Department of State April 2004 - September 2004
Skills
Agile Methodologies, SDLC, Spring, Java Enterprise Edition, SOA, Web Services, Business Analysis, Requirements Analysis, Integration, Solution Architecture, Oracle, Microsoft SQL Server, SQL, Software Project..., Unix, Data Warehousing, XML
Education
University of Pune 1998 — 2000
Masters, Commerce and Accounts
Morgan Stanley March 2014 - Present
AT&T October 2011 - December 2013
AIT Global Inc. March 2004 - December 2013
Daiichi Sankyo January 2009 - September 2011
BNP Paribas July 2006 - November 2008
TIAA-CREF September 2004 - June 2006
NJ Department of State April 2004 - September 2004
Skills
Agile Methodologies, SDLC, Spring, Java Enterprise Edition, SOA, Web Services, Business Analysis, Requirements Analysis, Integration, Solution Architecture, Oracle, Microsoft SQL Server, SQL, Software Project..., Unix, Data Warehousing, XML
Education
University of Pune 1998 — 2000
Masters, Commerce and Accounts
Andrew Mika Andrew Mika's Morgan Stanley Experience October 2011 - April 2012
Job Real Estate Debt Originations at Greystone & Co.
Industry Investment Banking
Experience
Greystone & Co. April 2012 - Present
UniverCITY February 2014 - Present
Greystone Funding Corporation Inc. April 2012 - December 2013
Morgan Stanley October 2011 - April 2012
BMO Capital Markets June 2011 - August 2011
Annaly Capital Management December 2010 - January 2011
Bessemer Trust June 2010 - August 2010
Skills
Hedge Funds, Financial Modeling, Investments, Capital Markets, Asset Managment, Microsoft Office
Education
University of Rhode Island 2007 — 2011
BA, Political Science, English, Economics, Journalism
Greystone & Co. April 2012 - Present
UniverCITY February 2014 - Present
Greystone Funding Corporation Inc. April 2012 - December 2013
Morgan Stanley October 2011 - April 2012
BMO Capital Markets June 2011 - August 2011
Annaly Capital Management December 2010 - January 2011
Bessemer Trust June 2010 - August 2010
Skills
Hedge Funds, Financial Modeling, Investments, Capital Markets, Asset Managment, Microsoft Office
Education
University of Rhode Island 2007 — 2011
BA, Political Science, English, Economics, Journalism
Brian Kelly Brian Kelly's Morgan Stanley Experience August 2007 - May 2011
Job Founder and Editor in Chief at ThePointsGuy.com
Industry Online Media
Experience
The Points Guy July 2010 - Present
Morgan Stanley August 2007 - May 2011
Lord & Taylor February 2007 - August 2007
Lord & Taylor February 2006 - February 2007
Skills
Travel Planning, Business Travel, Project Coordination, Event Planning, Hotels, Event Management, Digital Marketing, Recruiting, Online Advertising, Executive Search, Social Media, Hospitality, Tourism, Leisure Travel, Travel Management, Onboarding, New Business Development, Pricing, Account Management, E-commerce, Adventure Travel, Fashion, Corporate Events, Trend Analysis, Social Media Marketing, Merchandising
Education
University of Pittsburgh 2001 — 2005
BA, Spanish, Economics
The Points Guy July 2010 - Present
Morgan Stanley August 2007 - May 2011
Lord & Taylor February 2007 - August 2007
Lord & Taylor February 2006 - February 2007
Skills
Travel Planning, Business Travel, Project Coordination, Event Planning, Hotels, Event Management, Digital Marketing, Recruiting, Online Advertising, Executive Search, Social Media, Hospitality, Tourism, Leisure Travel, Travel Management, Onboarding, New Business Development, Pricing, Account Management, E-commerce, Adventure Travel, Fashion, Corporate Events, Trend Analysis, Social Media Marketing, Merchandising
Education
University of Pittsburgh 2001 — 2005
BA, Spanish, Economics
Louis Spinnenweber Jr. Louis Spinnenweber Jr.'s Morgan Stanley Experience 2005 - 2006
Job Student at University of Pittsburgh College of Business Administration
Industry Accounting
Experience
L&L Cabinets 2009 - 2012
Merrill Lynch 2007 - 2008
National City Bank 2006 - 2007
Morgan Stanley 2005 - 2006
Skills
Series 24, Series 7, Series 63, Series 6, Series 65, Life & Health Insurance..., Cash Management
Education
University of Pittsburgh 2010 — 2013
BS in Business Administration, Accounting
Washington and Jefferson College 1997 — 2001
Bachelor of Arts in Business Administration, Finance
L&L Cabinets 2009 - 2012
Merrill Lynch 2007 - 2008
National City Bank 2006 - 2007
Morgan Stanley 2005 - 2006
Skills
Series 24, Series 7, Series 63, Series 6, Series 65, Life & Health Insurance..., Cash Management
Education
University of Pittsburgh 2010 — 2013
BS in Business Administration, Accounting
Washington and Jefferson College 1997 — 2001
Bachelor of Arts in Business Administration, Finance
Michael Jilling, CFP® Michael Jilling, CFP®'s Morgan Stanley Experience May 2001 - August 2005
Job CERTIFIED FINANCIAL PLANNER™ and President at Jilling Wealth Management
Industry Financial Services
Experience
Jilling Wealth Management August 2013 - Present
Citizens Investment Services December 2009 - August 2013
Merrill Lynch August 2005 - December 2009
Morgan Stanley May 2001 - August 2005
Skills
Retirement Planning, Investment Advisory, Retirement, Investments, Portfolio Management, Employee Benefits, Financial Advisory, Finance, Mutual Funds, Series 7, Strategic Financial..., Wealth Management, Fixed Annuities, 401k, Asset Allocation, Estate Planning, Investment Strategies, 401k Rollovers, Securities, Asset Management, Alternative Investments, Financial Services, Investment Management, IRAs, Wealth Management..., Equities, Life Insurance, Long Term Care Insurance, Fixed Income, Long-term Care, Financial Planners, Relationship Management, Wealth, Personal Financial..., Uniform Combined State..., ETFs
Education
University of Rhode Island - College of Business Administration 1997 — 2001
B.S. Business Administration, Management Information Systems
Jilling Wealth Management August 2013 - Present
Citizens Investment Services December 2009 - August 2013
Merrill Lynch August 2005 - December 2009
Morgan Stanley May 2001 - August 2005
Skills
Retirement Planning, Investment Advisory, Retirement, Investments, Portfolio Management, Employee Benefits, Financial Advisory, Finance, Mutual Funds, Series 7, Strategic Financial..., Wealth Management, Fixed Annuities, 401k, Asset Allocation, Estate Planning, Investment Strategies, 401k Rollovers, Securities, Asset Management, Alternative Investments, Financial Services, Investment Management, IRAs, Wealth Management..., Equities, Life Insurance, Long Term Care Insurance, Fixed Income, Long-term Care, Financial Planners, Relationship Management, Wealth, Personal Financial..., Uniform Combined State..., ETFs
Education
University of Rhode Island - College of Business Administration 1997 — 2001
B.S. Business Administration, Management Information Systems
Ryan McPoland Ryan McPoland's Morgan Stanley Experience June 2014 - August 2014
Job Internal Audit Intern at M&T Bank
Industry Financial Services
Experience
M&T Bank June 2015 - Present
New Era Cap June 2014 - August 2014
Morgan Stanley June 2014 - August 2014
New Era Cap June 2013 - August 2013
Curbell Plastics June 2012 - August 2012
Skills
SAP, Microsoft Office, Internal Audit, Finance, Accounts Payable, Wealth Management..., Tax, Teamwork, Financial Analysis
Education
University of Pittsburgh 2012 — 2016
Accounting and Finance, Junior
Orchard Park High School 2008 — 2012
M&T Bank June 2015 - Present
New Era Cap June 2014 - August 2014
Morgan Stanley June 2014 - August 2014
New Era Cap June 2013 - August 2013
Curbell Plastics June 2012 - August 2012
Skills
SAP, Microsoft Office, Internal Audit, Finance, Accounts Payable, Wealth Management..., Tax, Teamwork, Financial Analysis
Education
University of Pittsburgh 2012 — 2016
Accounting and Finance, Junior
Orchard Park High School 2008 — 2012
Katy Fox's Morgan Stanley Experience 2000 - 2000
Job Music | Production | Tour Manager | Event Planning | Travel | Creative | Marketing | Sales | Assistant
Industry Marketing and Advertising
Experience
Currently Seeking New Role January 2015 - Present
Confidential June 2015 - August 2015
Stamford Center for the Arts June 2015 - June 2015
Dana's Angels Research Trust May 2015 - May 2015
ACT Productions March 2015 - March 2015
BrandShop Digital Commerce March 2014 - December 2014
Royal Bank of Scotland 2010 - 2013
RBS Greenwich Capital 2003 - 2013
Morgan Stanley 2000 - 2000
Skills
Microsoft Office, Financial Services, Customer Service, Microsoft Excel, Travel Arrangements, Expense Reports, Administrative Work, Event Planning, Time Management, Sales, Administrative..., Administration, Social Media
Education
University of Rhode Island 1999 — 2004
Bachelor of Arts (B.A.), Communications
Currently Seeking New Role January 2015 - Present
Confidential June 2015 - August 2015
Stamford Center for the Arts June 2015 - June 2015
Dana's Angels Research Trust May 2015 - May 2015
ACT Productions March 2015 - March 2015
BrandShop Digital Commerce March 2014 - December 2014
Royal Bank of Scotland 2010 - 2013
RBS Greenwich Capital 2003 - 2013
Morgan Stanley 2000 - 2000
Skills
Microsoft Office, Financial Services, Customer Service, Microsoft Excel, Travel Arrangements, Expense Reports, Administrative Work, Event Planning, Time Management, Sales, Administrative..., Administration, Social Media
Education
University of Rhode Island 1999 — 2004
Bachelor of Arts (B.A.), Communications
Piniel Berhane Piniel Berhane's Morgan Stanley Experience June 2013 - Present
Job Analyst, ISG Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
BNY Mellon August 2012 - October 2012
Merrill Lynch September 2011 - December 2011
Volunteer Partnership for West Africa August 2011 - August 2011
Hill Community Development Corporation June 2011 - July 2011
Skills
African Studies, Microsoft Office, Salesforce.com, Access Database, African affairs, International NGOs, Time Management, Research, Microsoft Excel, Management, Analysis, Financial Analysis, Databases, Access
Education
University of Pittsburgh 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley June 2013 - Present
BNY Mellon August 2012 - October 2012
Merrill Lynch September 2011 - December 2011
Volunteer Partnership for West Africa August 2011 - August 2011
Hill Community Development Corporation June 2011 - July 2011
Skills
African Studies, Microsoft Office, Salesforce.com, Access Database, African affairs, International NGOs, Time Management, Research, Microsoft Excel, Management, Analysis, Financial Analysis, Databases, Access
Education
University of Pittsburgh 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Diane Lynn Reynolds Diane Lynn Reynolds's Morgan Stanley Experience February 2004 - October 2004
Job Claims Analyst at Erickson Living
Industry Real Estate
Experience
Erickson Living November 2004 - Present
Morgan Stanley February 2004 - October 2004
Bolton Partners, Inc January 1994 - October 2004
Skills
Customer Service, Outlook, Microsoft Office, Public Speaking, Strategic Planning, Microsoft Excel, Microsoft Word, PowerPoint, Healthcare, Management, Nonprofits, Community Outreach, Claims Management, Claims Resolution
Education
American Institute 2011 — 2013
Associate's degree, Insurance and Claims
University of Pittsburgh 1981 — 1983
Business Administration and Management, General
Erickson Living November 2004 - Present
Morgan Stanley February 2004 - October 2004
Bolton Partners, Inc January 1994 - October 2004
Skills
Customer Service, Outlook, Microsoft Office, Public Speaking, Strategic Planning, Microsoft Excel, Microsoft Word, PowerPoint, Healthcare, Management, Nonprofits, Community Outreach, Claims Management, Claims Resolution
Education
American Institute 2011 — 2013
Associate's degree, Insurance and Claims
University of Pittsburgh 1981 — 1983
Business Administration and Management, General
Karen Eddy Karen Eddy's Morgan Stanley Experience November 2012 - Present
Job Senior Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2012 - Present
Merrill Lynch November 2005 - November 2012
Usairways March 1980 - May 2005
Skills
Finance, Microsoft Excel, Series 7, Superior Client Service, Series 65, Series 63, Health Insurance, Life Insurance
Education
University of Pittsburgh
Morgan Stanley November 2012 - Present
Merrill Lynch November 2005 - November 2012
Usairways March 1980 - May 2005
Skills
Finance, Microsoft Excel, Series 7, Superior Client Service, Series 65, Series 63, Health Insurance, Life Insurance
Education
University of Pittsburgh
Emily Leffler Emily Leffler's Morgan Stanley Experience October 2005 - February 2008
Job Human Resources Manager at IPC Systems, Inc.
Industry Telecommunications
Experience
IPC Systems, Inc. -- www.ipc.com October 2011 - August 2013
Ernst & Young March 2008 - October 2011
Morgan Stanley October 2005 - February 2008
Goldman Sachs August 2004 - October 2005
Child and Family Services June 2003 - July 2004
Skills
Recruiting, Onboarding, Talent Management, Program Management, Employment-based..., Generalist Duties, Strategic HR, Performance Management, Training, Applicant Tracking..., Leadership, Networking, Sourcing
Education
University of Rhode Island
BA, Psychology
IPC Systems, Inc. -- www.ipc.com October 2011 - August 2013
Ernst & Young March 2008 - October 2011
Morgan Stanley October 2005 - February 2008
Goldman Sachs August 2004 - October 2005
Child and Family Services June 2003 - July 2004
Skills
Recruiting, Onboarding, Talent Management, Program Management, Employment-based..., Generalist Duties, Strategic HR, Performance Management, Training, Applicant Tracking..., Leadership, Networking, Sourcing
Education
University of Rhode Island
BA, Psychology
David Vincent, CFA, CAIA's Morgan Stanley Experience September 2000 - April 2002
Job Executive Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management October 2014 - Present
TA Capital Management, LLC September 2013 - May 2014
Total Alignment Wealth Advisors, LLC August 2013 - May 2014
Fred Alger Management December 2012 - August 2013
Fred Alger Management June 2011 - December 2012
Fred Alger Management December 2006 - June 2011
General Motors Asset Management November 2004 - December 2006
Dahab Associates, Inc. December 2002 - December 2004
Morgan Stanley September 2000 - April 2002
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Investments, Investment Strategies, Asset Allocation, Finance, Portfolio Management, Business Strategy, Wealth Management, Financial Advisory, Equities, Investment Advisory, Series 7, Family Office, Capital Markets, PowerPoint, Asset Management, Microsoft Excel, Morningstar, Microsoft Word, Management, Factset, Financial Analysis, Strategy, Outlook, Excel, Word, Investment Management, Financial Services
Education
University of Pitsburgh 1996 — 2000
BSBA Business General Management
University of Pittsburgh 1996 — 2000
BSBA
UBS Global Asset Management October 2014 - Present
TA Capital Management, LLC September 2013 - May 2014
Total Alignment Wealth Advisors, LLC August 2013 - May 2014
Fred Alger Management December 2012 - August 2013
Fred Alger Management June 2011 - December 2012
Fred Alger Management December 2006 - June 2011
General Motors Asset Management November 2004 - December 2006
Dahab Associates, Inc. December 2002 - December 2004
Morgan Stanley September 2000 - April 2002
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Investments, Investment Strategies, Asset Allocation, Finance, Portfolio Management, Business Strategy, Wealth Management, Financial Advisory, Equities, Investment Advisory, Series 7, Family Office, Capital Markets, PowerPoint, Asset Management, Microsoft Excel, Morningstar, Microsoft Word, Management, Factset, Financial Analysis, Strategy, Outlook, Excel, Word, Investment Management, Financial Services
Education
University of Pitsburgh 1996 — 2000
BSBA Business General Management
University of Pittsburgh 1996 — 2000
BSBA
Jason Franschman Jason Franschman's Morgan Stanley Experience June 2000 - August 2002
Job Sr. Grants & Contracts Assoc. at inVentiv Health Clinical
Industry Pharmaceuticals
Experience
inVentiv Health January 2013 - Present
Novartis August 2012 - December 2012
Novartis February 2012 - August 2012
MERCK & Co, Inc August 2009 - February 2012
Merck & Co. June 2007 - August 2009
UBS FINANCIAL SERVICES June 2004 - June 2007
Mellon HR Solutions September 2002 - June 2004
Morgan Stanley June 2000 - August 2002
MILLIMAN & ROBERTSON ACTUIRIAL AND CONSULTING April 1998 - June 2000
MID-ATLANTIC PENSION GROUP May 1997 - March 1998
Skills
Cross-functional Team..., Clinical Trials, Accounting, Program Management, CRO, Budgets, Clinical Research, Investments, Negotiation, Protocol, Valuation, Project Management, Finance, Oncology
Education
University of Richmond 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
University of Richmond - Robins School of Business 1993 — 1997
BA, Finance
inVentiv Health January 2013 - Present
Novartis August 2012 - December 2012
Novartis February 2012 - August 2012
MERCK & Co, Inc August 2009 - February 2012
Merck & Co. June 2007 - August 2009
UBS FINANCIAL SERVICES June 2004 - June 2007
Mellon HR Solutions September 2002 - June 2004
Morgan Stanley June 2000 - August 2002
MILLIMAN & ROBERTSON ACTUIRIAL AND CONSULTING April 1998 - June 2000
MID-ATLANTIC PENSION GROUP May 1997 - March 1998
Skills
Cross-functional Team..., Clinical Trials, Accounting, Program Management, CRO, Budgets, Clinical Research, Investments, Negotiation, Protocol, Valuation, Project Management, Finance, Oncology
Education
University of Richmond 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
University of Richmond - Robins School of Business 1993 — 1997
BA, Finance
Debora Juarez Debora Juarez's Morgan Stanley Experience 1999 - 2003
Job Member at Williams Kastner
Industry Law Practice
Experience
Williams Kastner October 2003 - Present
Morgan Stanley 1999 - 2003
Skills
Litigation, Education Law, Indian Gaming, Economic Development, Business Development, Federal Indian Law, Federal Courts, Federal Agencies, Tribal Law, Tribal Gaming, banking & Fianance, Legal Assistance, Government, Legislative Relations, Corporate Law, Legislation, Policy, Tribal Government, Legal Research, Criminal Law, Legal Writing, Civil Litigation, Trials, Employment Law, Strategic Thinking, Indian Law, Leadership, Environmental Law, Civil Rights, Courts, Appeals, Product Liability, Arbitration, Trial Practice, Commercial Litigation
Education
University of Puget Sound
J.D.
Western Washington University
B.A.
Williams Kastner October 2003 - Present
Morgan Stanley 1999 - 2003
Skills
Litigation, Education Law, Indian Gaming, Economic Development, Business Development, Federal Indian Law, Federal Courts, Federal Agencies, Tribal Law, Tribal Gaming, banking & Fianance, Legal Assistance, Government, Legislative Relations, Corporate Law, Legislation, Policy, Tribal Government, Legal Research, Criminal Law, Legal Writing, Civil Litigation, Trials, Employment Law, Strategic Thinking, Indian Law, Leadership, Environmental Law, Civil Rights, Courts, Appeals, Product Liability, Arbitration, Trial Practice, Commercial Litigation
Education
University of Puget Sound
J.D.
Western Washington University
B.A.
David Lucia David Lucia's Morgan Stanley Experience February 2009 - August 2009
Job Real Estate Agent at Realty Express LaBarbera
Industry Real Estate
Experience
Realty Express LaBarbera January 2011 - Present
Yodle February 2010 - November 2010
Brown Brothers Harriman September 2008 - October 2010
Morgan Stanley February 2009 - August 2009
Brown Brothers Harriman & Co October 2008 - January 2009
Old Lane, LP June 2007 - September 2007
Skills
Hedge Funds, Sales, Real Estate, Options, Online Marketing, Investments, Trading, Time Management, Real Estate Transactions, Relocation, Residential Homes, Rentals, Condos, First Time Home Buyers, Sellers, Investment Properties
Education
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
University of Rhode Island Business School 2004 — 2008
Bachelor of Arts/Science, Business Administration
Realty Express LaBarbera January 2011 - Present
Yodle February 2010 - November 2010
Brown Brothers Harriman September 2008 - October 2010
Morgan Stanley February 2009 - August 2009
Brown Brothers Harriman & Co October 2008 - January 2009
Old Lane, LP June 2007 - September 2007
Skills
Hedge Funds, Sales, Real Estate, Options, Online Marketing, Investments, Trading, Time Management, Real Estate Transactions, Relocation, Residential Homes, Rentals, Condos, First Time Home Buyers, Sellers, Investment Properties
Education
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
University of Rhode Island Business School 2004 — 2008
Bachelor of Arts/Science, Business Administration
Bob Reeves's Morgan Stanley Experience February 1999 - March 2000
Job Senior Strategic Account Executive at Adiant
Industry Internet
Experience
Adiant September 2013 - Present
Balanced-M Performance Marketing September 2009 - August 2014
Marchex June 2011 - September 2013
Bauer Graphics, Inc. August 2009 - January 2013
Marchex March 2000 - August 2009
TrafficLeader 2000 - 2008
Morgan Stanley February 1999 - March 2000
Skills
Content Strategy, SEM, Web Analytics, Online Advertising, Mobile Marketing, Digital Marketing, Search Advertising, Sales, Strategic Sales, Sales Prospecting, Consultative Sales..., New Business Development, Benefit Cost Analysis, Solution Selling, SEO, Digital Media, Email Marketing, Marketing, PPC, E-commerce, Lead Generation, Mobile Applications, Brand Management, Google Adwords, Mobile Advertising, Account Management, Digital Strategy, Analytics, Strategic Partnerships, Online Marketing, Interactive Marketing, Customer Acquisition, Google Analytics, Conversion Optimization, Awesomeness, General Awesomeness
Education
University of Pittsburgh 1995 — 1999
Dual B.A.
Adiant September 2013 - Present
Balanced-M Performance Marketing September 2009 - August 2014
Marchex June 2011 - September 2013
Bauer Graphics, Inc. August 2009 - January 2013
Marchex March 2000 - August 2009
TrafficLeader 2000 - 2008
Morgan Stanley February 1999 - March 2000
Skills
Content Strategy, SEM, Web Analytics, Online Advertising, Mobile Marketing, Digital Marketing, Search Advertising, Sales, Strategic Sales, Sales Prospecting, Consultative Sales..., New Business Development, Benefit Cost Analysis, Solution Selling, SEO, Digital Media, Email Marketing, Marketing, PPC, E-commerce, Lead Generation, Mobile Applications, Brand Management, Google Adwords, Mobile Advertising, Account Management, Digital Strategy, Analytics, Strategic Partnerships, Online Marketing, Interactive Marketing, Customer Acquisition, Google Analytics, Conversion Optimization, Awesomeness, General Awesomeness
Education
University of Pittsburgh 1995 — 1999
Dual B.A.
Devon Dominici's Morgan Stanley Experience November 2012 - December 2013
Job Finance / Business Analyst at AMG N.V.
Industry Financial Services
Experience
AMG N.V. June 2014 - Present
Stone Pier Capital Advisors, LP May 2013 - May 2014
Morgan Stanley November 2012 - December 2013
Pro Capital Ltd January 2012 - April 2012
Skills
Finance, Private Equity, Investments, Portfolio Management, Alternative Investments, Equities, Equity Research, Financial Analysis, Morningstar, 3D, Financial Goal Analysis, Asset Allocation, LBO, Analysis, Equity Valuation, Retirement Planning, Capital, Financial Markets, Bloomberg Terminal, Hyperion Financial..., QuickBase, Microsoft Excel, Microsoft Excel65, IFS, Financial Modeling
Education
University of Pittsburgh 2010 — 2014
Finance, Finance/Economics
AMG N.V. June 2014 - Present
Stone Pier Capital Advisors, LP May 2013 - May 2014
Morgan Stanley November 2012 - December 2013
Pro Capital Ltd January 2012 - April 2012
Skills
Finance, Private Equity, Investments, Portfolio Management, Alternative Investments, Equities, Equity Research, Financial Analysis, Morningstar, 3D, Financial Goal Analysis, Asset Allocation, LBO, Analysis, Equity Valuation, Retirement Planning, Capital, Financial Markets, Bloomberg Terminal, Hyperion Financial..., QuickBase, Microsoft Excel, Microsoft Excel65, IFS, Financial Modeling
Education
University of Pittsburgh 2010 — 2014
Finance, Finance/Economics
Evan Rosenberg Evan Rosenberg's Morgan Stanley Experience August 2015 - Present
Job Private Banker, AVP at Morgan Stanley Private Bank, N.A
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley April 2013 - Present
Morgan Stanley April 2011 - April 2013
Delmonte-Smelson Jewelers May 2010 - April 2011
MORGAN STANLEY SMITH BARNEY June 2009 - July 2009
Merrill Lynch May 2008 - August 2008
Skills
Series 7
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Science in B.A, Accounting
UNIVERSITY OF RHODE ISLAND, College of Business
Bachelor of Science in B, Accounting
Morgan Stanley August 2015 - Present
Morgan Stanley April 2013 - Present
Morgan Stanley April 2011 - April 2013
Delmonte-Smelson Jewelers May 2010 - April 2011
MORGAN STANLEY SMITH BARNEY June 2009 - July 2009
Merrill Lynch May 2008 - August 2008
Skills
Series 7
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Science in B.A, Accounting
UNIVERSITY OF RHODE ISLAND, College of Business
Bachelor of Science in B, Accounting
Marnie Levine Marnie Levine's Morgan Stanley Experience October 2003 - February 2008
Job Operation Control and Risk Management
Industry Investment Management
Experience
Janus Capital Group January 2013 - Present
Credit Suisse March 2010 - December 2013
TheMarkets.com 2008 - 2009
Morgan Stanley October 2003 - February 2008
Goldman Sachs 2000 - 2002
Whittman-Hart / marchFIRST 1999 - 2000
KPMG 1998 - 2000
US Customs and Boarder Protection 1992 - 1998
Skills
Program Management, Operational Risk..., RCSA, Metrics & Reporting, Control & Regulatory, Business Process..., Productivity Analysis, Six Sigma, Problem Solving, Root Cause Analysis, Data Analysis, Data Integrity, Change Management, Project Managmeent, SDLC, Agile Development, Budget & Resource..., Management, Analytics, Analysis, Fixed Income, Start-ups, Leadership, Strategic Planning, Risk Management, Operational Risk, Financial Services, Business Analysis, Agile Methodologies, Equities, Investment Banking
Education
American University
University of Pittsburgh
B.A., Political Science
Janus Capital Group January 2013 - Present
Credit Suisse March 2010 - December 2013
TheMarkets.com 2008 - 2009
Morgan Stanley October 2003 - February 2008
Goldman Sachs 2000 - 2002
Whittman-Hart / marchFIRST 1999 - 2000
KPMG 1998 - 2000
US Customs and Boarder Protection 1992 - 1998
Skills
Program Management, Operational Risk..., RCSA, Metrics & Reporting, Control & Regulatory, Business Process..., Productivity Analysis, Six Sigma, Problem Solving, Root Cause Analysis, Data Analysis, Data Integrity, Change Management, Project Managmeent, SDLC, Agile Development, Budget & Resource..., Management, Analytics, Analysis, Fixed Income, Start-ups, Leadership, Strategic Planning, Risk Management, Operational Risk, Financial Services, Business Analysis, Agile Methodologies, Equities, Investment Banking
Education
American University
University of Pittsburgh
B.A., Political Science
Alek Agentowicz Alek Agentowicz's Morgan Stanley Experience April 2014 - January 2015
Job Investment Banking Analyst at Griffin Financial Group
Industry Investment Banking
Experience
Griffin Financial Group June 2015 - Present
Morgan Stanley April 2014 - January 2015
Reading United A.C. November 2011 - August 2012
Education
University of Pittsburgh 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Marketing
Griffin Financial Group June 2015 - Present
Morgan Stanley April 2014 - January 2015
Reading United A.C. November 2011 - August 2012
Education
University of Pittsburgh 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Marketing
Anthony DeBlasio Anthony DeBlasio's Morgan Stanley Experience January 2008 - January 2009
Job Commercial Card Credit and Contract Implementation Manager at PNC Bank
Industry Financial Services
Experience
PNC Commercial Card Credit and Contract Implementation ManagerPNC BankJune 2015 - Present
PNC Bank October 2011 - June 2015
PNC Bank May 2009 - October 2011
Morgan Stanley January 2008 - January 2009
Lownhome Financial May 2006 - October 2007
First Franklin October 2002 - May 2006
PNC Bank December 2001 - October 2002
Skills
Management, Microsoft Excel, Leadership, Financial Analysis, Sales, Risk Management, Finance, Credit, Business Analysis, Customer Service
Education
University of Pittsburgh-Johnstown 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
PNC Commercial Card Credit and Contract Implementation ManagerPNC BankJune 2015 - Present
PNC Bank October 2011 - June 2015
PNC Bank May 2009 - October 2011
Morgan Stanley January 2008 - January 2009
Lownhome Financial May 2006 - October 2007
First Franklin October 2002 - May 2006
PNC Bank December 2001 - October 2002
Skills
Management, Microsoft Excel, Leadership, Financial Analysis, Sales, Risk Management, Finance, Credit, Business Analysis, Customer Service
Education
University of Pittsburgh-Johnstown 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
David Spotts's Morgan Stanley Experience 2006 - 2006
Job Business Consultant at Perficient
Industry Financial Services
Experience
Perficient 2014 - Present
Express Scripts 2008 - 2014
TIAA-CREF 2007 - 2008
Morgan Stanley 2006 - 2006
Teachers Retirement System of the City of New York 2004 - 2006
Mellon HR Solutions (now Xerox HR Solutions) 2002 - 2003
American Management Systems 1999 - 2001
Skills
Project Management, Business Analysis, Business Development, Vendor Management, SDLC, CRM, Business Process..., Process Improvement, Requirements Analysis, Requirements Gathering, Change Management, Analysis, IT Strategy, Business Intelligence, Leadership, Management, Cross-functional Team..., Software Project..., Program Management, General Business..., Analysis of business..., Business Process..., Web Project Management, IT Operations, IT Service Management, Cross Functional Team..., Microsoft Excel, Microsoft Word, Outlook, OmniPlus, User Acceptance Testing, UAT, Analytics, Integration, Product Management, Training, Account Management, Pharmacy Benefit..., Healthcare Information..., Healthcare Management, Pharmaceutical Industry
Education
University of Richmond
BA, History
Perficient 2014 - Present
Express Scripts 2008 - 2014
TIAA-CREF 2007 - 2008
Morgan Stanley 2006 - 2006
Teachers Retirement System of the City of New York 2004 - 2006
Mellon HR Solutions (now Xerox HR Solutions) 2002 - 2003
American Management Systems 1999 - 2001
Skills
Project Management, Business Analysis, Business Development, Vendor Management, SDLC, CRM, Business Process..., Process Improvement, Requirements Analysis, Requirements Gathering, Change Management, Analysis, IT Strategy, Business Intelligence, Leadership, Management, Cross-functional Team..., Software Project..., Program Management, General Business..., Analysis of business..., Business Process..., Web Project Management, IT Operations, IT Service Management, Cross Functional Team..., Microsoft Excel, Microsoft Word, Outlook, OmniPlus, User Acceptance Testing, UAT, Analytics, Integration, Product Management, Training, Account Management, Pharmacy Benefit..., Healthcare Information..., Healthcare Management, Pharmaceutical Industry
Education
University of Richmond
BA, History
Bob Gibbons's Morgan Stanley Experience 1993 - Present
Job Senior Vice President at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley 1993 - Present
Education
University of Richmond 1989 — 1993
BA
Phillips Academy 1986 — 1989
Morgan Stanley 1993 - Present
Education
University of Richmond 1989 — 1993
BA
Phillips Academy 1986 — 1989
Girish Rane's Morgan Stanley Experience January 2014 - Present
Job Vice President (CTB Development Manager) at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley March 2011 - Present
Citigroup, New York July 2005 - January 2011
Dresdner Bank, Singapore October 1999 - November 2004
Citibank N.A Singapore 1998 - 1999
Credit Suisse First Boston, Singapore 1997 - 1998
Standard Chartered Bank, Singapore February 1996 - April 1997
IPIL 1994 - 1996
Skills
Unix, Sybase ASE, C++, ASP.NET, Databases, Software Development, Sybase, Microsoft SQL Server, .NET, Requirements Analysis, Database Design, SDLC, Software Project..., JavaScript, Data Modeling, ITIL, T-SQL, Visual Studio, User Acceptance Testing, Data Migration, Enterprise Software, IT Service Management, Data Warehousing, Enterprise Architecture
Education
University of Pune 1991 — 1993
MS, Electronic science
Morgan Stanley January 2014 - Present
Morgan Stanley March 2011 - Present
Citigroup, New York July 2005 - January 2011
Dresdner Bank, Singapore October 1999 - November 2004
Citibank N.A Singapore 1998 - 1999
Credit Suisse First Boston, Singapore 1997 - 1998
Standard Chartered Bank, Singapore February 1996 - April 1997
IPIL 1994 - 1996
Skills
Unix, Sybase ASE, C++, ASP.NET, Databases, Software Development, Sybase, Microsoft SQL Server, .NET, Requirements Analysis, Database Design, SDLC, Software Project..., JavaScript, Data Modeling, ITIL, T-SQL, Visual Studio, User Acceptance Testing, Data Migration, Enterprise Software, IT Service Management, Data Warehousing, Enterprise Architecture
Education
University of Pune 1991 — 1993
MS, Electronic science
Manish Balchandani's Morgan Stanley Experience October 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Thomson Reuters May 2002 - October 2014
Multex January 2000 - April 2002
Morgan Stanley August 1999 - December 1999
Skills
Business Analysis, Product Management, Market Data, Equities, Agile Methodologies, Enterprise Software, Financial Risk, Financial Markets, Reference Data, Analytics, Business Strategy, Capital Markets, Software Project..., Requirements Analysis, SDLC, Risk Management, Project Management, Data Analysis, Financial Services
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 1999
Master of Business Administration (MBA), Accounting and Finance
Morgan Stanley October 2014 - Present
Thomson Reuters May 2002 - October 2014
Multex January 2000 - April 2002
Morgan Stanley August 1999 - December 1999
Skills
Business Analysis, Product Management, Market Data, Equities, Agile Methodologies, Enterprise Software, Financial Risk, Financial Markets, Reference Data, Analytics, Business Strategy, Capital Markets, Software Project..., Requirements Analysis, SDLC, Risk Management, Project Management, Data Analysis, Financial Services
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 1999
Master of Business Administration (MBA), Accounting and Finance
Nicole Masse's Morgan Stanley Experience September 2004 - December 2006
Job VP at BIDS Trading
Industry Financial Services
Experience
BIDS Trading December 2006 - Present
Morgan Stanley September 2004 - December 2006
Morgan Stanley December 2000 - September 2004
Schroders 1997 - 2000
Education
University of Rhode Island 1992 — 1996
BIDS Trading December 2006 - Present
Morgan Stanley September 2004 - December 2006
Morgan Stanley December 2000 - September 2004
Schroders 1997 - 2000
Education
University of Rhode Island 1992 — 1996
Jeremy Djeu's Morgan Stanley Experience February 2006 - Present
Job Project Manager at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley February 2006 - Present
Credit Suisse June 2003 - February 2006
Deutsche Bank March 1998 - June 2003
Education
University of Rhode Island 1988 — 1992
BS, Consumer Affairs
Morgan Stanley February 2006 - Present
Credit Suisse June 2003 - February 2006
Deutsche Bank March 1998 - June 2003
Education
University of Rhode Island 1988 — 1992
BS, Consumer Affairs
Kevin McGuire, PMP's Morgan Stanley Experience October 2001 - September 2006
Job Project Manager at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
GPM Consultants April 2012 - Present
Bank of Tokyo-Mitsubishi UFJ August 2012 - Present
Credit Suisse October 2007 - March 2012
UBS April 2006 - October 2007
Morgan Stanley October 2001 - September 2006
Deutsche Bank 2000 - 2001
JPMorgan Chase 1998 - 2000
Morgan Stanley Trust Company 1993 - 1998
Lehman Brothers 1992 - 1993
Lehman Brothers 1992 - 1993
Skills
Business Analysis, Banking, Change Management, Financial Risk, Management, Derivatives, Investment Banking, Strategy, Fixed Income, Analysis, Securities, Business Process, Back Office, Prime Brokerage, Financial Services
Education
University of Rhode Island 1989 — 1992
BA, Economics
GPM Consultants April 2012 - Present
Bank of Tokyo-Mitsubishi UFJ August 2012 - Present
Credit Suisse October 2007 - March 2012
UBS April 2006 - October 2007
Morgan Stanley October 2001 - September 2006
Deutsche Bank 2000 - 2001
JPMorgan Chase 1998 - 2000
Morgan Stanley Trust Company 1993 - 1998
Lehman Brothers 1992 - 1993
Lehman Brothers 1992 - 1993
Skills
Business Analysis, Banking, Change Management, Financial Risk, Management, Derivatives, Investment Banking, Strategy, Fixed Income, Analysis, Securities, Business Process, Back Office, Prime Brokerage, Financial Services
Education
University of Rhode Island 1989 — 1992
BA, Economics
Laxmikant Bopalkar's Morgan Stanley Experience July 2013 - October 2014
Job Vice President at JPMorgan Chase & Co.
Industry Computer Software
Experience
JPMorgan Chase & Co. October 2014 - Present
Morgan Stanley July 2013 - October 2014
Credit Suisse September 2011 - July 2013
Barclays Capital September 2008 - August 2011
Lehman Brothers 2004 - September 2008
Lava Trading February 2003 - October 2003
Sungard Trading System January 1994 - April 2001
Accelya Kale Solutions Limited 1985 - 1992
Education
University of Pune
JPMorgan Chase & Co. October 2014 - Present
Morgan Stanley July 2013 - October 2014
Credit Suisse September 2011 - July 2013
Barclays Capital September 2008 - August 2011
Lehman Brothers 2004 - September 2008
Lava Trading February 2003 - October 2003
Sungard Trading System January 1994 - April 2001
Accelya Kale Solutions Limited 1985 - 1992
Education
University of Pune
Vincent Centanni's Morgan Stanley Experience March 1996 - June 1999
Job Technology Lead at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Post Right Business Center December 2008 - December 2013
Bank of America May 2011 - July 2013
Wachovia May 2004 - October 2011
Keane (Formerly CyLogix, Inc) March 2000 - May 2004
The Chase Manhattan Bank June 1999 - March 2000
Morgan Stanley March 1996 - June 1999
JP Morgan August 1994 - March 1996
Paine Webber March 1991 - March 1994
ReadQ Systems January 1990 - March 1991
Skills
SDLC, Business Analysis
Education
University of Pittsburgh 1986 — 1990
BS, Computer Science
Westwood High School
Wells Fargo Securities July 2013 - Present
Post Right Business Center December 2008 - December 2013
Bank of America May 2011 - July 2013
Wachovia May 2004 - October 2011
Keane (Formerly CyLogix, Inc) March 2000 - May 2004
The Chase Manhattan Bank June 1999 - March 2000
Morgan Stanley March 1996 - June 1999
JP Morgan August 1994 - March 1996
Paine Webber March 1991 - March 1994
ReadQ Systems January 1990 - March 1991
Skills
SDLC, Business Analysis
Education
University of Pittsburgh 1986 — 1990
BS, Computer Science
Westwood High School
Rakhee Rawat's Morgan Stanley Experience March 2006 - Present
Job Business Analyst at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley March 2006 - Present
CapGemini April 2004 - Present
Arden Systems Pvt Ltd January 2002 - April 2004
Education
University of Pune 2000 — 2002
Masters of Computer Science
Morgan Stanley March 2006 - Present
CapGemini April 2004 - Present
Arden Systems Pvt Ltd January 2002 - April 2004
Education
University of Pune 2000 — 2002
Masters of Computer Science
Noreen Reilly's Morgan Stanley Experience 2000 - 2004
Job Fixed Income Analyst
Industry Insurance
Experience
Prudential June 2004 - October 2012
Morgan Stanley 2000 - 2004
Skills
Fixed Income, Hedge Funds, Bonds, Derivatives, Financial Institutions, Capital Markets, Portfolio Management, Equities, Alternative Investments, Asset Management, Structured Products, Securities, Investment Management
Education
University of Rhode Island - College of Business Administration 1988 — 1992
BS, Business
Sachem HS 1984 — 1988
Prudential June 2004 - October 2012
Morgan Stanley 2000 - 2004
Skills
Fixed Income, Hedge Funds, Bonds, Derivatives, Financial Institutions, Capital Markets, Portfolio Management, Equities, Alternative Investments, Asset Management, Structured Products, Securities, Investment Management
Education
University of Rhode Island - College of Business Administration 1988 — 1992
BS, Business
Sachem HS 1984 — 1988
Corey Lutsky's Morgan Stanley Experience March 2001 - November 2003
Job Global IT Director at American Jewish World Service
Industry Information Technology and Services
Experience
American Jewish World Service October 2013 - Present
Cheil Worldwide Inc. March 2012 - October 2013
BBDO Worldwide November 2003 - March 2012
Morgan Stanley March 2001 - November 2003
Skills
IT Management, Vendor Management, Disaster Recovery, IT Strategy, ITIL, IT Operations, Management, Integration, Security, Windows Server, Cisco Technologies, Team Leadership, Enterprise Architecture, Active Directory, Troubleshooting, Data Center, Visio, Information Technology, Virtualization, VMware, Business Intelligence, Cloud Computing, SDLC, SharePoint, IT Service Management, Servers, Network Architecture, Network Security, Citrix, Operating Systems, Information Security..., Networking, Databases, Infrastructure, Information Security, SaaS, Unix, System Administration, VPN, Network Design, Microsoft Exchange, Storage, Solution Architecture, DNS, VoIP, Hardware, CRM, Enterprise Software, Technical Support, Storage Area Networks
Education
University of Pittsburgh 1995 — 1999
Bachelor's degree
East Brunswick Highschool 1992 — 1995
American Jewish World Service October 2013 - Present
Cheil Worldwide Inc. March 2012 - October 2013
BBDO Worldwide November 2003 - March 2012
Morgan Stanley March 2001 - November 2003
Skills
IT Management, Vendor Management, Disaster Recovery, IT Strategy, ITIL, IT Operations, Management, Integration, Security, Windows Server, Cisco Technologies, Team Leadership, Enterprise Architecture, Active Directory, Troubleshooting, Data Center, Visio, Information Technology, Virtualization, VMware, Business Intelligence, Cloud Computing, SDLC, SharePoint, IT Service Management, Servers, Network Architecture, Network Security, Citrix, Operating Systems, Information Security..., Networking, Databases, Infrastructure, Information Security, SaaS, Unix, System Administration, VPN, Network Design, Microsoft Exchange, Storage, Solution Architecture, DNS, VoIP, Hardware, CRM, Enterprise Software, Technical Support, Storage Area Networks
Education
University of Pittsburgh 1995 — 1999
Bachelor's degree
East Brunswick Highschool 1992 — 1995
Christy Jockle's Morgan Stanley Experience 2006 - Present
Job Executive Director, Corporate Communications, Morgan Stanley
Industry Public Relations and Communications
Experience
Morgan Stanley 2006 - Present
Fitch Ratings February 2005 - June 2006
Deutsche Asset Management January 2001 - February 2005
RBS Greenwich Capital June 1997 - December 2000
AVS Post June 1995 - May 1997
Skills
Media Relations, Fixed Income, Strategic Communications, Investor Relations, Public Relations, Hedge Funds, Corporate Communications, Internal Communications
Education
University of Rhode Island 1991 — 1995
BA, Communications
Morgan Stanley 2006 - Present
Fitch Ratings February 2005 - June 2006
Deutsche Asset Management January 2001 - February 2005
RBS Greenwich Capital June 1997 - December 2000
AVS Post June 1995 - May 1997
Skills
Media Relations, Fixed Income, Strategic Communications, Investor Relations, Public Relations, Hedge Funds, Corporate Communications, Internal Communications
Education
University of Rhode Island 1991 — 1995
BA, Communications
Vinodh G's Morgan Stanley Experience 2014 - Present
Job Software Developer
Industry Information Technology and Services
Experience
Morgan Stanley 2014 - Present
Persistent Systems April 2008 - June 2014
Monitise Americas Inc. February 2010 - April 2014
Infosys January 2006 - April 2008
Skills
Performance Engineering, Mobile Applications, Core Java, Java Enterprise Edition, Spring, Hibernate, PL/SQL, Web Services, JSP, SOA, Oracle, Solution Architecture, JDBC, Unix Shell Scripting, XML, JUnit, JMS, Tomcat, Enterprise Software, MySQL, Maven2, Requirements Analysis, Agile Methodologies, Software Design, Performance Tuning
Education
University of Pune 2003 — 2005
Bachelor of Science (B.Sc.), Chemistry
Morgan Stanley 2014 - Present
Persistent Systems April 2008 - June 2014
Monitise Americas Inc. February 2010 - April 2014
Infosys January 2006 - April 2008
Skills
Performance Engineering, Mobile Applications, Core Java, Java Enterprise Edition, Spring, Hibernate, PL/SQL, Web Services, JSP, SOA, Oracle, Solution Architecture, JDBC, Unix Shell Scripting, XML, JUnit, JMS, Tomcat, Enterprise Software, MySQL, Maven2, Requirements Analysis, Agile Methodologies, Software Design, Performance Tuning
Education
University of Pune 2003 — 2005
Bachelor of Science (B.Sc.), Chemistry
Andrew Millest's Morgan Stanley Experience April 1992 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 1992 - Present
Williams Lea 1992 - 1994
Skills
Real Estate, Property Management, Executive Management, Strategy, Management, Vendor Management, Strategic Planning
Education
University of Reading 1988 — 1991
Land Management
Hyde 6th Form College 1986 — 1988
Economics, Geography, History, General Studies
Manchester Grammar School 1983 — 1986
English Literature, English Language, French, Latin, Maths, Physics, Chemistry, Geography
Morgan Stanley April 1992 - Present
Williams Lea 1992 - 1994
Skills
Real Estate, Property Management, Executive Management, Strategy, Management, Vendor Management, Strategic Planning
Education
University of Reading 1988 — 1991
Land Management
Hyde 6th Form College 1986 — 1988
Economics, Geography, History, General Studies
Manchester Grammar School 1983 — 1986
English Literature, English Language, French, Latin, Maths, Physics, Chemistry, Geography
Matt McGinley's Morgan Stanley Experience July 2007 - March 2010
Job Managing Director at Evercore ISI
Industry Financial Services
Experience
Evercore ISI March 2010 - Present
Morgan Stanley July 2007 - March 2010
Kraft Foods August 2004 - June 2007
US Army May 2000 - July 2004
Education
New York University - Leonard N. Stern School of Business
MBA
University of Pittsburgh
Evercore ISI March 2010 - Present
Morgan Stanley July 2007 - March 2010
Kraft Foods August 2004 - June 2007
US Army May 2000 - July 2004
Education
New York University - Leonard N. Stern School of Business
MBA
University of Pittsburgh
Edward Sees's Morgan Stanley Experience May 2007 - July 2010
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2010 - Present
Morgan Stanley May 2007 - July 2010
Credit Suisse March 2004 - May 2007
Deutsche Bank March 2003 - February 2004
Morgan Stanley August 1992 - February 2003
KPMG August 1990 - August 1992
Skills
Equities, Fixed Income, Investment Banking, Capital Markets, Liquidity, Balance Sheet, Financial Analysis, Valuation, Risk Management, Bloomberg, Derivatives
Education
University of Rhode Island 1986 — 1990
Bachelor's Degree, Accounting
Goldman Sachs July 2010 - Present
Morgan Stanley May 2007 - July 2010
Credit Suisse March 2004 - May 2007
Deutsche Bank March 2003 - February 2004
Morgan Stanley August 1992 - February 2003
KPMG August 1990 - August 1992
Skills
Equities, Fixed Income, Investment Banking, Capital Markets, Liquidity, Balance Sheet, Financial Analysis, Valuation, Risk Management, Bloomberg, Derivatives
Education
University of Rhode Island 1986 — 1990
Bachelor's Degree, Accounting
Vishal Karir, CFA's Morgan Stanley Experience April 2005 - January 2009
Job Vice President, Model Portfolio Solutions at BlackRock
Industry Financial Services
Experience
BlackRock September 2012 - Present
BlackRock July 2010 - September 2012
BlackRock December 2009 - July 2010
BlackRock August 2009 - December 2009
Morgan Stanley April 2005 - January 2009
Morgan Stanley September 2000 - March 2005
Capgemini February 1999 - August 2000
Global Telesystems August 1998 - February 1999
Business Development Bureau Pvt Ltd March 1998 - August 1998
Skills
Portfolio Management, Quantitative Research, Asset Allocation, ETFs, Financial Econometrics, Statistics, Natural Language..., Prime Brokerage, Business Analysis, Fixed Income, Hedge Funds, Mutual Funds, Equities, Market Data, Big Data, Alternative Investments, Derivatives, SDLC, Business Intelligence, Credit Derivatives, Reference Data, Strategy, Asset Management
Education
University of Pune 1996 — 1998
MBA, Marketing
University of Pune 1991 — 1995
BE, Chemical Engineering
BlackRock September 2012 - Present
BlackRock July 2010 - September 2012
BlackRock December 2009 - July 2010
BlackRock August 2009 - December 2009
Morgan Stanley April 2005 - January 2009
Morgan Stanley September 2000 - March 2005
Capgemini February 1999 - August 2000
Global Telesystems August 1998 - February 1999
Business Development Bureau Pvt Ltd March 1998 - August 1998
Skills
Portfolio Management, Quantitative Research, Asset Allocation, ETFs, Financial Econometrics, Statistics, Natural Language..., Prime Brokerage, Business Analysis, Fixed Income, Hedge Funds, Mutual Funds, Equities, Market Data, Big Data, Alternative Investments, Derivatives, SDLC, Business Intelligence, Credit Derivatives, Reference Data, Strategy, Asset Management
Education
University of Pune 1996 — 1998
MBA, Marketing
University of Pune 1991 — 1995
BE, Chemical Engineering
Niranjan Kanade's Morgan Stanley Experience 2005 - 2009
Job Lead Consultant at Capgemini
Industry Information Technology and Services
Experience
Capgemini May 1998 - Present
Morgan Stanley 2005 - 2009
ARAI January 1996 - June 1996
Saint-Gobain Abrasives July 1995 - December 1995
Education
University of Pune 1996 — 1998
M B A, Marketing
Visvesvaraya National Institute of Technology 1991 — 1995
B E, Mechanical Engineering
Capgemini May 1998 - Present
Morgan Stanley 2005 - 2009
ARAI January 1996 - June 1996
Saint-Gobain Abrasives July 1995 - December 1995
Education
University of Pune 1996 — 1998
M B A, Marketing
Visvesvaraya National Institute of Technology 1991 — 1995
B E, Mechanical Engineering
Scott Millman, CFP®'s Morgan Stanley Experience May 2001 - May 2006
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
UBS Financial Services May 2006 - May 2015
Morgan Stanley May 2001 - May 2006
Skills
Series 7, Series 63, Wealth Management, Alternative Investments, Mutual Funds, Asset Allocation, Fixed Income, Equities, Securities, Retirement Planning, Portfolio Management, Hedge Funds, 401k, Asset Management
Education
University of Rhode Island 1997 — 2001
Bachelor, Finance
University of Rhode Island - College of Business Administration
Bachelors, Finance
Merrill Lynch May 2015 - Present
UBS Financial Services May 2006 - May 2015
Morgan Stanley May 2001 - May 2006
Skills
Series 7, Series 63, Wealth Management, Alternative Investments, Mutual Funds, Asset Allocation, Fixed Income, Equities, Securities, Retirement Planning, Portfolio Management, Hedge Funds, 401k, Asset Management
Education
University of Rhode Island 1997 — 2001
Bachelor, Finance
University of Rhode Island - College of Business Administration
Bachelors, Finance
Karen Hartley, MBA's Morgan Stanley Experience July 2006 - September 2012
Job Financial Advisor and Assoc VP at Amerprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Morgan Stanley July 2006 - September 2012
Duquesne University 2005 - 2006
UPMC 1987 - 2004
Skills
Finance, Mergers, Strategic Planning, Retirement Planning, Retirement, Wealth Management, Financial Services, Investments, Financial Analysis, Insurance, Securities
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
Master of Business Administration (MBA), Executive MBA
University of Pittsburgh
Bachelor's degree, Dual major: Business/English Writing
Ameriprise Financial Services, Inc. September 2012 - Present
Morgan Stanley July 2006 - September 2012
Duquesne University 2005 - 2006
UPMC 1987 - 2004
Skills
Finance, Mergers, Strategic Planning, Retirement Planning, Retirement, Wealth Management, Financial Services, Investments, Financial Analysis, Insurance, Securities
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
Master of Business Administration (MBA), Executive MBA
University of Pittsburgh
Bachelor's degree, Dual major: Business/English Writing
Sylvia Perek Horstmann's Morgan Stanley Experience September 2001 - June 2002
Job Portfolio Manager at Russell Investments
Industry Investment Management
Experience
Russell Investments December 2012 - Present
Russell Investments April 2007 - November 2011
Russell Investments July 2006 - April 2007
Russell Investments November 2005 - July 2006
Russell Investments January 2003 - November 2005
Adecco July 2002 - December 2002
Morgan Stanley September 2001 - June 2002
Skills
Bloomberg, Asset Allocation, Portfolio Management, Investments, Equities, Alternative Investments, Fixed Income, Investment Management, Investment Strategies, Derivatives, Finance, Foreign Currency
Education
University of Puget Sound 1998 — 2002
Bachelor of Arts (B.A.), Economics and Business Administration
Alexander Dawson HS
Russell Investments December 2012 - Present
Russell Investments April 2007 - November 2011
Russell Investments July 2006 - April 2007
Russell Investments November 2005 - July 2006
Russell Investments January 2003 - November 2005
Adecco July 2002 - December 2002
Morgan Stanley September 2001 - June 2002
Skills
Bloomberg, Asset Allocation, Portfolio Management, Investments, Equities, Alternative Investments, Fixed Income, Investment Management, Investment Strategies, Derivatives, Finance, Foreign Currency
Education
University of Puget Sound 1998 — 2002
Bachelor of Arts (B.A.), Economics and Business Administration
Alexander Dawson HS
Henko TerBlanche's Morgan Stanley Experience April 2010 - December 2012
Job
Industry Financial Services
Experience
Quantitative Hedge Fund Manager January 2013 - Present
Morgan Stanley April 2010 - December 2012
Microsoft April 2010 - April 2010
GroupM June 2006 - April 2010
CompTIA November 2009 - November 2009
DTCC February 2003 - June 2006
Fixed Income Clearing Corporation February 2003 - June 2006
FICC/GSCC February 2003 - June 2006
Merrill Lynch November 2000 - February 2003
Internet Partnership Group February 2000 - November 2000
Skills
Windows Server, Shell Scripting, Powershell, Windows Network..., System Deployment, Software Installation, Device Drivers, Server Management, SharePoint, DNS, Security, Data Center, Hardware, Active Directory, Network Security, Disaster Recovery, XP, VMware ESX, Virtualization, Servers, Network Administration, Windows 7, Troubleshooting, Laptops, Technical Support, Firewalls, Windows XP
Education
Western Governors University 2009 — 2010
BS
New York Business Institute 1998 — 2010
Microsoft Certified Professional certifications
University of South Africa/Universiteit van Suid-Afrika 1997 — 2000
BS
University of Pretoria/Universiteit van Pretoria 1991 — 1992
B.Ing
Capital College 1989 — 1990
Matric (Grade 12)
Quantitative Hedge Fund Manager January 2013 - Present
Morgan Stanley April 2010 - December 2012
Microsoft April 2010 - April 2010
GroupM June 2006 - April 2010
CompTIA November 2009 - November 2009
DTCC February 2003 - June 2006
Fixed Income Clearing Corporation February 2003 - June 2006
FICC/GSCC February 2003 - June 2006
Merrill Lynch November 2000 - February 2003
Internet Partnership Group February 2000 - November 2000
Skills
Windows Server, Shell Scripting, Powershell, Windows Network..., System Deployment, Software Installation, Device Drivers, Server Management, SharePoint, DNS, Security, Data Center, Hardware, Active Directory, Network Security, Disaster Recovery, XP, VMware ESX, Virtualization, Servers, Network Administration, Windows 7, Troubleshooting, Laptops, Technical Support, Firewalls, Windows XP
Education
Western Governors University 2009 — 2010
BS
New York Business Institute 1998 — 2010
Microsoft Certified Professional certifications
University of South Africa/Universiteit van Suid-Afrika 1997 — 2000
BS
University of Pretoria/Universiteit van Pretoria 1991 — 1992
B.Ing
Capital College 1989 — 1990
Matric (Grade 12)
Jaime Shannon's Morgan Stanley Experience July 2014 - Present
Job Regional Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley July 2008 - July 2014
SEI October 2006 - July 2008
Skills
Finance, Financial Analysis, Banking, Investments, Mutual Funds, Microsoft Excel, Portfolio Management, Financial Modeling, Equities
Education
Villanova University 2011 — 2013
MBA
University of Pittsburgh 2002 — 2006
BSBA, Major in Finance, Minor in Economics and International Business
Morgan Stanley July 2014 - Present
Morgan Stanley July 2008 - July 2014
SEI October 2006 - July 2008
Skills
Finance, Financial Analysis, Banking, Investments, Mutual Funds, Microsoft Excel, Portfolio Management, Financial Modeling, Equities
Education
Villanova University 2011 — 2013
MBA
University of Pittsburgh 2002 — 2006
BSBA, Major in Finance, Minor in Economics and International Business
Jen Tarantino's Morgan Stanley Experience February 2015 - Present
Job Wealth Advisory Associate
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Nordstrom March 2014 - Present
Nordstrom January 2013 - March 2014
Nordstrom March 2012 - January 2013
Nordstrom July 2011 - March 2012
Nordstrom November 2010 - July 2011
Nordstrom April 2010 - November 2010
Eaton Vance September 2006 - April 2010
Skills
Retail, Merchandising, Trend Analysis, Fashion, Styling, Sales, Customer Service, Trend, Luxury Goods, Microsoft Excel, Inventory Management, Microsoft Office, Marketing, Social Media, PowerPoint, Fashion Shows, Facebook, Account Management, Customer Satisfaction, Social Networking
Education
University of Rhode Island 2002 — 2006
Bachelor of Science (B.S.), Textiles, Merchandising and Design
Morgan Stanley February 2015 - Present
Nordstrom March 2014 - Present
Nordstrom January 2013 - March 2014
Nordstrom March 2012 - January 2013
Nordstrom July 2011 - March 2012
Nordstrom November 2010 - July 2011
Nordstrom April 2010 - November 2010
Eaton Vance September 2006 - April 2010
Skills
Retail, Merchandising, Trend Analysis, Fashion, Styling, Sales, Customer Service, Trend, Luxury Goods, Microsoft Excel, Inventory Management, Microsoft Office, Marketing, Social Media, PowerPoint, Fashion Shows, Facebook, Account Management, Customer Satisfaction, Social Networking
Education
University of Rhode Island 2002 — 2006
Bachelor of Science (B.S.), Textiles, Merchandising and Design
Pranay Jakhotiya's Morgan Stanley Experience September 2012 - Present
Job Senior Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
Citigroup May 2010 - September 2012
Bank of New York Mellon January 2010 - April 2010
HSBC Investments June 2009 - August 2009
HSBC Global Technology India August 2005 - June 2008
Skills
Financial Modeling, Competitive Analysis, Analysis, Management, Equity Research, Equity Valuation, Financial Planning, Business Analysis, Valuation, Financial Analysis, Capital Markets, Fixed Income, Derivatives, Corporate Finance, Investment Banking, SDLC, Equities, Risk Management, Requirements Analysis, Portfolio Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2010
MBA, Finance
Visvesvaraya National Institute of Technology 2001 — 2005
Bachelor of Engineering
GARP, USA
FRM level 1
CFA Institute USA
CFA - Level 1
Morgan Stanley September 2012 - Present
Citigroup May 2010 - September 2012
Bank of New York Mellon January 2010 - April 2010
HSBC Investments June 2009 - August 2009
HSBC Global Technology India August 2005 - June 2008
Skills
Financial Modeling, Competitive Analysis, Analysis, Management, Equity Research, Equity Valuation, Financial Planning, Business Analysis, Valuation, Financial Analysis, Capital Markets, Fixed Income, Derivatives, Corporate Finance, Investment Banking, SDLC, Equities, Risk Management, Requirements Analysis, Portfolio Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2010
MBA, Finance
Visvesvaraya National Institute of Technology 2001 — 2005
Bachelor of Engineering
GARP, USA
FRM level 1
CFA Institute USA
CFA - Level 1
Judy Kukowski's Morgan Stanley Experience 2000 - 2012
Job CoFounder & Vice President Business Development at Cash Flow Map Method, LLC
Industry Financial Services
Experience
Cash Flow Map Method, LLC 2014 - Present
Morgan Stanley 2000 - 2012
Morgan Stanley Investment Management 2000 - 2012
Mercer Investment Consulting May 1987 - July 1997
Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Hedge Funds, Fixed Income, Investments, Finance, Financial Services, Portfolio Management, Due Diligence, Cash Flow Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1983 — 1987
MBA, Business
University of Pittsburgh 1978 — 1982
Bachelor of Arts (B.A.), Business and Rhetoric/Communications
Cash Flow Map Method, LLC 2014 - Present
Morgan Stanley 2000 - 2012
Morgan Stanley Investment Management 2000 - 2012
Mercer Investment Consulting May 1987 - July 1997
Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Hedge Funds, Fixed Income, Investments, Finance, Financial Services, Portfolio Management, Due Diligence, Cash Flow Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1983 — 1987
MBA, Business
University of Pittsburgh 1978 — 1982
Bachelor of Arts (B.A.), Business and Rhetoric/Communications
Peg Muller's Morgan Stanley Experience July 1987 - May 1992
Job Business Development at Automated Profit Sharing, Inc.
Industry Marketing and Advertising
Experience
Automated Profit Sharing, Inc. Business DevelopmentOne Point FinancialJune 2008 - October 2012
HSBC Securities, Inc. June 1997 - May 1999
SBC Warburg, Inc. September 1995 - October 1996
Natwest Securities Corp. May 1992 - August 1995
Morgan Stanley July 1987 - May 1992
Skills
new business...
Education
University of Rhode Island - College of Business Administration 1983 — 1987
Bachelor of Science, Finance
Automated Profit Sharing, Inc. Business DevelopmentOne Point FinancialJune 2008 - October 2012
HSBC Securities, Inc. June 1997 - May 1999
SBC Warburg, Inc. September 1995 - October 1996
Natwest Securities Corp. May 1992 - August 1995
Morgan Stanley July 1987 - May 1992
Skills
new business...
Education
University of Rhode Island - College of Business Administration 1983 — 1987
Bachelor of Science, Finance
AJ Cerrone's Morgan Stanley Experience December 2011 - October 2013
Job International Trade Support Analyst at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets January 2014 - Present
State Street Global Advisors October 2013 - January 2014
Morgan Stanley December 2011 - October 2013
Morgan Stanley July 2010 - December 2011
State Street Corporation April 2008 - July 2010
Cerrone Exterior January 2004 - July 2010
Skills
Financial Services, Derivatives, Securities, Settlement, Trading, Prime Brokerage, Trading Operations, Middle Office, Bloomberg, Client Services, Mutual Funds, Omgeo Oasys, DTC, Trade Support, Equity Securities, FIX, Order Routing, SWIFT messaging, NASDAQ ACT Workstation, Foreign Exchange, SSEOMS, Series 7, Equities, Series 63
Education
University of Rhode Island
Bachelor of Science, Business Administration
Wayland High School 2001 — 2002
Naperville Central High School 1998 — 2001
Fidelity Capital Markets January 2014 - Present
State Street Global Advisors October 2013 - January 2014
Morgan Stanley December 2011 - October 2013
Morgan Stanley July 2010 - December 2011
State Street Corporation April 2008 - July 2010
Cerrone Exterior January 2004 - July 2010
Skills
Financial Services, Derivatives, Securities, Settlement, Trading, Prime Brokerage, Trading Operations, Middle Office, Bloomberg, Client Services, Mutual Funds, Omgeo Oasys, DTC, Trade Support, Equity Securities, FIX, Order Routing, SWIFT messaging, NASDAQ ACT Workstation, Foreign Exchange, SSEOMS, Series 7, Equities, Series 63
Education
University of Rhode Island
Bachelor of Science, Business Administration
Wayland High School 2001 — 2002
Naperville Central High School 1998 — 2001
Benjamin Mendenhall's Morgan Stanley Experience January 2006 - May 2010
Job Director of Marketing at Public Trust Advisors
Industry Investment Management
Experience
Public Trust Advisors April 2014 - Present
The PFM Group April 2012 - February 2014
First Financial Equity Corporation May 2010 - April 2012
Morgan Stanley January 2006 - May 2010
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Series 63, Strategic Financial..., Financial Planning, Asset Management, Fixed Income, Risk Management
Education
University of Rhode Island 2001 — 2005
Business Administration, Management & FInance
South High School - Denver 1997 — 2001
Public Trust Advisors April 2014 - Present
The PFM Group April 2012 - February 2014
First Financial Equity Corporation May 2010 - April 2012
Morgan Stanley January 2006 - May 2010
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Series 63, Strategic Financial..., Financial Planning, Asset Management, Fixed Income, Risk Management
Education
University of Rhode Island 2001 — 2005
Business Administration, Management & FInance
South High School - Denver 1997 — 2001
Patrick Fitzgerald, CPCU's Morgan Stanley Experience July 2006 - July 2007
Job AVP Endurance E&S Property
Industry Insurance
Experience
Endurance April 2015 - Present
Swiss Re February 2011 - April 2015
ACE Group March 2009 - January 2011
Fidelity Investments August 2007 - February 2009
Morgan Stanley July 2006 - July 2007
Zurich Financial Services August 2003 - July 2006
Skills
Insurance, Underwriting, Property & Casualty..., Liability, Reinsurance, Casualty, Excess & Surplus Lines, Commercial Insurance, Excess, Professional Liability, Legal Liability, D&O, General Insurance, Brokers, Commercial Lines, Risk Management, Workers Compensation
Education
University of Rhode Island - College of Business Administration 1999 — 2003
MIS, Business
The Institutes
Chartered Property Casualty Underwriter (CPCU)
Endurance April 2015 - Present
Swiss Re February 2011 - April 2015
ACE Group March 2009 - January 2011
Fidelity Investments August 2007 - February 2009
Morgan Stanley July 2006 - July 2007
Zurich Financial Services August 2003 - July 2006
Skills
Insurance, Underwriting, Property & Casualty..., Liability, Reinsurance, Casualty, Excess & Surplus Lines, Commercial Insurance, Excess, Professional Liability, Legal Liability, D&O, General Insurance, Brokers, Commercial Lines, Risk Management, Workers Compensation
Education
University of Rhode Island - College of Business Administration 1999 — 2003
MIS, Business
The Institutes
Chartered Property Casualty Underwriter (CPCU)
Bill Roser's Morgan Stanley Experience June 2006 - February 2008
Job Financial Analyst at Sherman Capital Markets
Industry Capital Markets
Experience
Sherman Capital Markets February 2008 - Present
Morgan Stanley June 2006 - February 2008
Wilshire Credit Corporation September 2002 - June 2006
Skills
Analysis, Portfolio Management, Analytics, Asset Management, Financial Analysis, Credit Analysis, Business Analysis
Education
University of Portland
Sherman Capital Markets February 2008 - Present
Morgan Stanley June 2006 - February 2008
Wilshire Credit Corporation September 2002 - June 2006
Skills
Analysis, Portfolio Management, Analytics, Asset Management, Financial Analysis, Credit Analysis, Business Analysis
Education
University of Portland
Shana Robinson's Morgan Stanley Experience February 2015 - Present
Job at
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
New York Life Insurance Company February 2010 - Present
Skills
Insurance, Blogging, Wordpress, Commercial Insurance, Whole Life, Underwriting, Claims, New Business Development, Accounting, Financial Services, Human Resources, Contract Recruitment, Life Insurance, Customer Service, Property, Research, Finance, Microsoft Office
Education
University of Pittsburgh 2005 — 2009
BA, Communication
Morgan Stanley February 2015 - Present
New York Life Insurance Company February 2010 - Present
Skills
Insurance, Blogging, Wordpress, Commercial Insurance, Whole Life, Underwriting, Claims, New Business Development, Accounting, Financial Services, Human Resources, Contract Recruitment, Life Insurance, Customer Service, Property, Research, Finance, Microsoft Office
Education
University of Pittsburgh 2005 — 2009
BA, Communication
Mark Cheung, CPSM's Morgan Stanley Experience June 2003 - December 2006
Job Associated Press Procurement
Industry Online Media
Experience
Associated Press July 2010 - Present
Jefferies & Company December 2006 - July 2010
Morgan Stanley June 2003 - December 2006
US Army January 2000 - January 2003
Skills
Vendor Management, Purchasing, Strategic Sourcing, Procurement, Supply Management, SAP, Management, Microsoft Office, Global Sourcing, Sourcing, Program Management, Contract Management, Cross-functional Team..., RFP, Contract Negotiation, Microsoft Excel, Microsoft Word, Financial Analysis, Vendor Relationships, E-procurement, SharePoint, Contractual Agreements, SAP SRM, ECC6.0, Spend Analysis, Computer Hardware, Computers, Computer Repair, Customer Service, Mobile Devices, Troubleshooting, Ariba, SharePoint Designer, SRM 5.0, Mobile Device Management, Expense Management, Wireless Expense..., ERP, Managed Print Services, Negotiation, Analysis, Data Analysis, SAP MM
Education
University of Phoenix
Bachelor of Science (BS), Information Technology
Associated Press July 2010 - Present
Jefferies & Company December 2006 - July 2010
Morgan Stanley June 2003 - December 2006
US Army January 2000 - January 2003
Skills
Vendor Management, Purchasing, Strategic Sourcing, Procurement, Supply Management, SAP, Management, Microsoft Office, Global Sourcing, Sourcing, Program Management, Contract Management, Cross-functional Team..., RFP, Contract Negotiation, Microsoft Excel, Microsoft Word, Financial Analysis, Vendor Relationships, E-procurement, SharePoint, Contractual Agreements, SAP SRM, ECC6.0, Spend Analysis, Computer Hardware, Computers, Computer Repair, Customer Service, Mobile Devices, Troubleshooting, Ariba, SharePoint Designer, SRM 5.0, Mobile Device Management, Expense Management, Wireless Expense..., ERP, Managed Print Services, Negotiation, Analysis, Data Analysis, SAP MM
Education
University of Phoenix
Bachelor of Science (BS), Information Technology
Deborah Naylor's Morgan Stanley Experience July 2015 - Present
Job AVP, Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Merrill Edge December 2014 - July 2015
Merrill Lynch November 2013 - December 2014
Citizens Bank September 2009 - November 2013
Webster Bank May 2009 - September 2009
Banc of America Investments November 2006 - April 2009
Various Commercial Banks May 1993 - November 2006
TD Banknorth 2003 - 2006
Skills
Banking, Loans, Wealth Management, Investments, Commercial Banking, Financial Services, Commercial Lending, Credit, Portfolio Management, Retail Banking, Consumer Lending, Relationship Management, Series 7, Mortgage Lending
Education
University of Rhode Island 1990 — 1994
BA, Economics, HR Management
Morgan Stanley July 2015 - Present
Merrill Edge December 2014 - July 2015
Merrill Lynch November 2013 - December 2014
Citizens Bank September 2009 - November 2013
Webster Bank May 2009 - September 2009
Banc of America Investments November 2006 - April 2009
Various Commercial Banks May 1993 - November 2006
TD Banknorth 2003 - 2006
Skills
Banking, Loans, Wealth Management, Investments, Commercial Banking, Financial Services, Commercial Lending, Credit, Portfolio Management, Retail Banking, Consumer Lending, Relationship Management, Series 7, Mortgage Lending
Education
University of Rhode Island 1990 — 1994
BA, Economics, HR Management
Shraddha Shaha's Morgan Stanley Experience September 2010 - August 2014
Job AVP, Sr. QA Analyst, Market Risk Technology at Bank of America
Industry Financial Services
Experience
Bank of America September 2014 - Present
Capgemini March 2013 - August 2014
Morgan Stanley September 2010 - August 2014
Tata Consultancy Services September 2010 - March 2013
Tech Mahindra July 2006 - August 2010
Skills
PL/SQL, Testing, Manual Testing, Test Planning, SDLC, Requirements Analysis, Business Analysis, SQL, Unix, Agile Methodologies, Quality Assurance, Credit Risk, Quality Center, Data Warehousing, VBScript, Market Risk, Python, HP Quality Center, Oracle, Unix Shell Scripting, Basel II, Shell Scripting, Basel III, Informatica, QTP, SharePoint, Test Management, Ab Initio, JIRA, SQL DB2, Netezza, Sybase, Data Cubes, MDX, ProClarity, Software Project...
Education
University of Pune 2002 — 2006
B.E., Electronics and Telecommunication, First Class with Distinction
Coursera
Bank of America September 2014 - Present
Capgemini March 2013 - August 2014
Morgan Stanley September 2010 - August 2014
Tata Consultancy Services September 2010 - March 2013
Tech Mahindra July 2006 - August 2010
Skills
PL/SQL, Testing, Manual Testing, Test Planning, SDLC, Requirements Analysis, Business Analysis, SQL, Unix, Agile Methodologies, Quality Assurance, Credit Risk, Quality Center, Data Warehousing, VBScript, Market Risk, Python, HP Quality Center, Oracle, Unix Shell Scripting, Basel II, Shell Scripting, Basel III, Informatica, QTP, SharePoint, Test Management, Ab Initio, JIRA, SQL DB2, Netezza, Sybase, Data Cubes, MDX, ProClarity, Software Project...
Education
University of Pune 2002 — 2006
B.E., Electronics and Telecommunication, First Class with Distinction
Coursera
Jon Kasso's Morgan Stanley Experience April 1995 - April 1997
Job Systems Analyst at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments November 2006 - Present
Fidelity Investments November 2006 - November 2008
Merrill Lynch April 1995 - November 2006
Morgan Stanley April 1995 - April 1997
Smith Barney 1986 - 1995
Education
New York University - Leonard N. Stern School of Business 1990 — 1996
MBA, Finance; IS
Trinity School
University of Pittsburgh
B.S.C.S, Computer Science. Math
Fidelity Investments November 2006 - Present
Fidelity Investments November 2006 - November 2008
Merrill Lynch April 1995 - November 2006
Morgan Stanley April 1995 - April 1997
Smith Barney 1986 - 1995
Education
New York University - Leonard N. Stern School of Business 1990 — 1996
MBA, Finance; IS
Trinity School
University of Pittsburgh
B.S.C.S, Computer Science. Math
Gagan Khandelwal's Morgan Stanley Experience May 2010 - Present
Job Consultant at Morgan Stanley
Industry Information Technology and Services
Experience
Capgemini May 2010 - Present
Morgan Stanley May 2010 - Present
Synerzip 2008 - 2010
Oracle Financial Services Software Ltd 2006 - 2008
Cambridge Solutions 2004 - 2006
Skills
Spring, J2EE, Hibernate, Web Services, Java Enterprise Edition, Java, Struts, Unix, Core Java, XML, Servlets, JSP, Software Project..., Tomcat, AJAX, Software Development, SOA, Oracle, SDLC, Weblogic, PL/SQL, Requirements Analysis
Education
University of Pune 2010 — 2011
MBS, Finance
University of Pune 2008 — 2010
PGDBM
Sinhgad College of Engineering, Pune 1998 — 2002
B.E, Computer Science
Capgemini May 2010 - Present
Morgan Stanley May 2010 - Present
Synerzip 2008 - 2010
Oracle Financial Services Software Ltd 2006 - 2008
Cambridge Solutions 2004 - 2006
Skills
Spring, J2EE, Hibernate, Web Services, Java Enterprise Edition, Java, Struts, Unix, Core Java, XML, Servlets, JSP, Software Project..., Tomcat, AJAX, Software Development, SOA, Oracle, SDLC, Weblogic, PL/SQL, Requirements Analysis
Education
University of Pune 2010 — 2011
MBS, Finance
University of Pune 2008 — 2010
PGDBM
Sinhgad College of Engineering, Pune 1998 — 2002
B.E, Computer Science
Joy A Gallagher's Morgan Stanley Experience February 2000 - September 2005
Job Executive Assistant to President of Real Estate at Sears Holdings Corporation
Industry Real Estate
Experience
Sears Holdings Corporation April 2014 - July 2015
Seritage Realty Trust (wholly owned subsidiary of Sears Holdings Corporation) March 2013 - April 2014
MPI Mall Properties July 2010 - March 2012
Kimco Realty Corporation December 2005 - June 2010
Morgan Stanley February 2000 - September 2005
Skills
MS Office (Outlook,..., Office Management, Policies & Procedures..., Teambuilding &..., Inventory Management, Meeting & Event Planning, Expense Reduction, Expenses, Policy, Asset Management, Calendars, Human Resources, Invoicing, Onboarding, Management, Public Speaking, Real Estate Economics, Recruiting, Spreadsheets, Strategy, Budgets, Administrative..., Customer Service, Due Diligence, Real Estate Development, Leases, Negotiation, Leadership, Microsoft Excel
Education
University of Rhode Island 1990 — 1991
Liberal Arts
Sears Holdings Corporation April 2014 - July 2015
Seritage Realty Trust (wholly owned subsidiary of Sears Holdings Corporation) March 2013 - April 2014
MPI Mall Properties July 2010 - March 2012
Kimco Realty Corporation December 2005 - June 2010
Morgan Stanley February 2000 - September 2005
Skills
MS Office (Outlook,..., Office Management, Policies & Procedures..., Teambuilding &..., Inventory Management, Meeting & Event Planning, Expense Reduction, Expenses, Policy, Asset Management, Calendars, Human Resources, Invoicing, Onboarding, Management, Public Speaking, Real Estate Economics, Recruiting, Spreadsheets, Strategy, Budgets, Administrative..., Customer Service, Due Diligence, Real Estate Development, Leases, Negotiation, Leadership, Microsoft Excel
Education
University of Rhode Island 1990 — 1991
Liberal Arts
Atul Kench's Morgan Stanley Experience 2004 - 2006
Job Senior Software Engineer
Industry Information Technology and Services
Experience
Nomura Securities June 2014 - Present
Goldman Sachs June 2006 - April 2014
Morgan Stanley 2004 - 2006
Skills
Trading Systems, Unix, Unix Shell Scripting, PL/SQL, Software Project..., Software Development, Sybase, Derivatives, SOA, Java Enterprise Edition, Web Services, Equities, Core Java, Electronic Trading, Enterprise Architecture, Perl, Databases, Hibernate, SDLC, Business Analysis, Agile Methodologies, XML, Eclipse, SQL, Spring, Java, Fixed Income, Requirements Analysis
Education
University of Pune
Nomura Securities June 2014 - Present
Goldman Sachs June 2006 - April 2014
Morgan Stanley 2004 - 2006
Skills
Trading Systems, Unix, Unix Shell Scripting, PL/SQL, Software Project..., Software Development, Sybase, Derivatives, SOA, Java Enterprise Edition, Web Services, Equities, Core Java, Electronic Trading, Enterprise Architecture, Perl, Databases, Hibernate, SDLC, Business Analysis, Agile Methodologies, XML, Eclipse, SQL, Spring, Java, Fixed Income, Requirements Analysis
Education
University of Pune
Keith Lerch's Morgan Stanley Experience November 2005 - November 2007
Job Senior Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2014 - Present
BNY Mellon January 2010 - January 2014
BNY Mellon July 2008 - January 2010
Morgan Stanley November 2005 - November 2007
Skills
Financial Analysis, Fixed Income, Financial Modeling
Education
University of Pittsburgh 2003 — 2008
BSBA, Accounting
BNY Mellon January 2014 - Present
BNY Mellon January 2010 - January 2014
BNY Mellon July 2008 - January 2010
Morgan Stanley November 2005 - November 2007
Skills
Financial Analysis, Fixed Income, Financial Modeling
Education
University of Pittsburgh 2003 — 2008
BSBA, Accounting
Sylvia Parker's Morgan Stanley Experience November 1999 - August 2002
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2002 - Present
Morgan Stanley November 1999 - August 2002
MLK Housing Development November 1996 - November 1999
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Estate Planning, Strategic Financial..., Investments, Securities, Investment Management, Alternative Investments, Retirement, Investment Advisory
Education
University of Puget Sound 1994 — 1995
Masters, Education
Wellesley College 1976 — 1980
Merrill Lynch August 2002 - Present
Morgan Stanley November 1999 - August 2002
MLK Housing Development November 1996 - November 1999
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Estate Planning, Strategic Financial..., Investments, Securities, Investment Management, Alternative Investments, Retirement, Investment Advisory
Education
University of Puget Sound 1994 — 1995
Masters, Education
Wellesley College 1976 — 1980
Dianna Gilmore's Morgan Stanley Experience April 2004 - July 2006
Job Senior PeopleSoft HR Functional Analyst
Industry Information Technology and Services
Experience
Booz Allen Hamilton August 2014 - February 2015
Belk September 2013 - June 2014
INC Research April 2012 - January 2013
Code X Inc August 2011 - November 2011
University of North Carolina at Chapel Hill September 2010 - May 2011
Hudson IT Solutions December 2008 - September 2010
Amerigroup Corporation October 2007 - November 2008
The City of New York (FISA) July 2006 - September 2007
Morgan Stanley April 2004 - July 2006
Skills
PeopleSoft, Requirements Gathering, Databases, Visio, Oracle, Software Documentation, Business Process, SharePoint, Testing, Human Resources, Training, Employee Benefits, SDLC, HRIS, User Acceptance Testing, Applicant Tracking...
Education
University of Pittsburgh
Bachelor's degree
Booz Allen Hamilton August 2014 - February 2015
Belk September 2013 - June 2014
INC Research April 2012 - January 2013
Code X Inc August 2011 - November 2011
University of North Carolina at Chapel Hill September 2010 - May 2011
Hudson IT Solutions December 2008 - September 2010
Amerigroup Corporation October 2007 - November 2008
The City of New York (FISA) July 2006 - September 2007
Morgan Stanley April 2004 - July 2006
Skills
PeopleSoft, Requirements Gathering, Databases, Visio, Oracle, Software Documentation, Business Process, SharePoint, Testing, Human Resources, Training, Employee Benefits, SDLC, HRIS, User Acceptance Testing, Applicant Tracking...
Education
University of Pittsburgh
Bachelor's degree
Allison Coffey's Morgan Stanley Experience June 2013 - September 2014
Job Campus Recruiter at EY
Industry Accounting
Experience
EY October 2014 - Present
Morgan Stanley June 2013 - September 2014
Morgan Stanley June 2011 - June 2013
UPMC January 2011 - April 2011
Chevrolet Campus Promotions September 2010 - December 2010
Penske Truck Leasing May 2010 - August 2010
Education
University of Pittsburgh 2007 — 2011
Bachelor of Science, Marketing
EY October 2014 - Present
Morgan Stanley June 2013 - September 2014
Morgan Stanley June 2011 - June 2013
UPMC January 2011 - April 2011
Chevrolet Campus Promotions September 2010 - December 2010
Penske Truck Leasing May 2010 - August 2010
Education
University of Pittsburgh 2007 — 2011
Bachelor of Science, Marketing
Dorothy Sum, CEP's Morgan Stanley Experience September 2013 - Present
Job Service Manager, AVP Global Stock Plan
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
American International Group, Inc March 2007 - September 2013
UBS Financial Services, Inc April 2005 - February 2007
UBS Financial Services, Inc April 2001 - April 2005
Citibank, N.A.(New York, NY) September 2000 - March 2001
Colonial Securities, Inc January 1994 - September 2000
Skills
Equities, Options, Investments, Mutual Funds, Employee Benefits, Financial Services, Deferred Compensation, Risk Management, Securities, Access, Series 7, Incentive Programs, Finance, Trading, Executive Pay, Series 63, Wealth Management, Management
Education
University of Regina
Bachelor of Arts, Psychology
huang, ting
Morgan Stanley September 2013 - Present
American International Group, Inc March 2007 - September 2013
UBS Financial Services, Inc April 2005 - February 2007
UBS Financial Services, Inc April 2001 - April 2005
Citibank, N.A.(New York, NY) September 2000 - March 2001
Colonial Securities, Inc January 1994 - September 2000
Skills
Equities, Options, Investments, Mutual Funds, Employee Benefits, Financial Services, Deferred Compensation, Risk Management, Securities, Access, Series 7, Incentive Programs, Finance, Trading, Executive Pay, Series 63, Wealth Management, Management
Education
University of Regina
Bachelor of Arts, Psychology
huang, ting
Robert Slusser's Morgan Stanley Experience September 2012 - Present
Job Financial Controller at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
TEKsystems October 2011 - September 2012
BNY Mellon May 2011 - August 2011
Raiffeisen Bank May 2010 - August 2010
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Finance, PowerPoint, Leadership, Customer Service, Public Speaking, Microsoft Word, Banking
Education
University of Pittsburgh 2007 — 2011
Bachelors in Science, Finance, Economics
Morgan Stanley September 2012 - Present
TEKsystems October 2011 - September 2012
BNY Mellon May 2011 - August 2011
Raiffeisen Bank May 2010 - August 2010
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Finance, PowerPoint, Leadership, Customer Service, Public Speaking, Microsoft Word, Banking
Education
University of Pittsburgh 2007 — 2011
Bachelors in Science, Finance, Economics
Greg Rendine's Morgan Stanley Experience June 2007 - May 2009
Job Manager, Global Trading Operations at Federated Investors
Industry Financial Services
Experience
Federated Investors May 2009 - Present
Morgan Stanley June 2007 - May 2009
Skills
Bloomberg, Equities, Business Analysis, Derivatives, Business Requirements, Fixed Income, Money Market, Mutual Funds, Settlement
Education
University of Pittsburgh 2003 — 2007
Bachelor of Science Business Administration, Finance and Marketing
Federated Investors May 2009 - Present
Morgan Stanley June 2007 - May 2009
Skills
Bloomberg, Equities, Business Analysis, Derivatives, Business Requirements, Fixed Income, Money Market, Mutual Funds, Settlement
Education
University of Pittsburgh 2003 — 2007
Bachelor of Science Business Administration, Finance and Marketing
Garrett Fitzgerald's Morgan Stanley Experience January 2000 - January 2003
Job Compliance Examiner FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) March 2013 - Present
Charles Schwab November 2011 - March 2013
Charles Schwab 2003 - 2011
Morgan Stanley January 2000 - January 2003
Education
University of Rhode Island 1985 — 1990
Economics
Financial Industry Regulatory Authority (FINRA) March 2013 - Present
Charles Schwab November 2011 - March 2013
Charles Schwab 2003 - 2011
Morgan Stanley January 2000 - January 2003
Education
University of Rhode Island 1985 — 1990
Economics
Jeffrey Black's Morgan Stanley Experience 2005 - 2006
Job Securities Operations Executive
Industry Banking
Experience
Wells Fargo August 2014 - Present
UBS June 2012 - August 2014
Royal Bank of Scotland June 2006 - June 2012
RBS Global Banking & Markets 2006 - 2012
Morgan Stanley 2005 - 2006
Skills
Capital Markets, Back Office, Derivatives, Investment Banking, Bonds, Hedge Funds, Trading Systems, Bloomberg, Banking, Equities, Fixed Income, Middle Office, Trading, Securities, FX Options, Structured Products
Education
University of Pittsburgh 1992 — 1996
Bachelor's degree
Wells Fargo August 2014 - Present
UBS June 2012 - August 2014
Royal Bank of Scotland June 2006 - June 2012
RBS Global Banking & Markets 2006 - 2012
Morgan Stanley 2005 - 2006
Skills
Capital Markets, Back Office, Derivatives, Investment Banking, Bonds, Hedge Funds, Trading Systems, Bloomberg, Banking, Equities, Fixed Income, Middle Office, Trading, Securities, FX Options, Structured Products
Education
University of Pittsburgh 1992 — 1996
Bachelor's degree
Nicholas DeHainaut's Morgan Stanley Experience March 2005 - July 2007
Job Business Development Officer at PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services July 2013 - Present
Stifel Nicolaus October 2007 - July 2013
Morgan Stanley March 2005 - July 2007
Skills
Equities, Equity Research, Series 7, Equity Valuation, Series 63, Securities, Hedge Funds, Financial Analysis, Capital Markets, Investments, Valuation, Investment Advisory, Mutual Funds, Sell Side, Asset Managment, Institutional Sales, Series 24, Options
Education
University of Pittsburgh 1998 — 2001
BS, Marketing
PNC Financial Services July 2013 - Present
Stifel Nicolaus October 2007 - July 2013
Morgan Stanley March 2005 - July 2007
Skills
Equities, Equity Research, Series 7, Equity Valuation, Series 63, Securities, Hedge Funds, Financial Analysis, Capital Markets, Investments, Valuation, Investment Advisory, Mutual Funds, Sell Side, Asset Managment, Institutional Sales, Series 24, Options
Education
University of Pittsburgh 1998 — 2001
BS, Marketing
Lisandra Castro Farrulla's Morgan Stanley Experience February 2002 - April 2002
Job Especialista en Educación Financiera y Prevención al Consumidor at Oficina del Comisionado de Instituciones Financieras
Industry Banking
Experience
Oficina del Comisionado de Instituciones Financieras August 2012 - Present
Italbank International November 2011 - July 2012
Occidente Internationational Corp. February 2009 - November 2011
RG Financial Corporation August 2008 - January 2009
RG Mortgage Corporation September 2003 - August 2008
PC & Associates October 2002 - August 2003
Prudential Financial May 2002 - September 2002
Morgan Stanley February 2002 - April 2002
Liz Clairborne Accesories November 2001 - January 2002
Oriental Financial Group August 2001 - October 2001
Skills
Banking, OFAC, Risk Management, Financial Risk, Bank Secrecy Act, KYC, AML, Financial Regulation, Brokerage, SAR, 314a, Customer Service..., Accounting, Analysts, Remittance Processing, Sanction, USA PATRIOT Act, Fraud Detection, Anti Money Laundering, Banking Law, FINRA, Securities, Financial Institutions, Internal Controls, Fraud, Compliance Training, Private Banking, Suspicious Activity..., Risk Assessment, Anti-corruption, CDD, Back Office, Broker-Dealer, Correspondent Banking, Compliance Monitoring, Financial Services, Regulatory Examinations, Credit Risk, Financial Analysis, Compliance, International Banking..., Credit Cards, Operational Risk, FinCEN, Regulations, Credit Analysis, Enterprise Risk...
Education
Universidad de Puerto Rico 1992 — 1996
BBA, Marketing/Marketing Management, General
University of Puerto Rico-Rio Piedras 1992 — 1996
Bachelor of Business Administration (BBA), Marketing
Colegio La Milagrosa 1984 — 1992
High School Degree, General Studies
Escuela El Señorial 1979 — 1984
Elementary School
University of Puerto Rico
MBA, International Business
Oficina del Comisionado de Instituciones Financieras August 2012 - Present
Italbank International November 2011 - July 2012
Occidente Internationational Corp. February 2009 - November 2011
RG Financial Corporation August 2008 - January 2009
RG Mortgage Corporation September 2003 - August 2008
PC & Associates October 2002 - August 2003
Prudential Financial May 2002 - September 2002
Morgan Stanley February 2002 - April 2002
Liz Clairborne Accesories November 2001 - January 2002
Oriental Financial Group August 2001 - October 2001
Skills
Banking, OFAC, Risk Management, Financial Risk, Bank Secrecy Act, KYC, AML, Financial Regulation, Brokerage, SAR, 314a, Customer Service..., Accounting, Analysts, Remittance Processing, Sanction, USA PATRIOT Act, Fraud Detection, Anti Money Laundering, Banking Law, FINRA, Securities, Financial Institutions, Internal Controls, Fraud, Compliance Training, Private Banking, Suspicious Activity..., Risk Assessment, Anti-corruption, CDD, Back Office, Broker-Dealer, Correspondent Banking, Compliance Monitoring, Financial Services, Regulatory Examinations, Credit Risk, Financial Analysis, Compliance, International Banking..., Credit Cards, Operational Risk, FinCEN, Regulations, Credit Analysis, Enterprise Risk...
Education
Universidad de Puerto Rico 1992 — 1996
BBA, Marketing/Marketing Management, General
University of Puerto Rico-Rio Piedras 1992 — 1996
Bachelor of Business Administration (BBA), Marketing
Colegio La Milagrosa 1984 — 1992
High School Degree, General Studies
Escuela El Señorial 1979 — 1984
Elementary School
University of Puerto Rico
MBA, International Business
Michael D. Evanish's Morgan Stanley Experience January 2001 - March 2003
Job Branch Manager at U.S. Security Associates
Industry Security and Investigations
Experience
U.S. Security Associates November 2013 - Present
U.S. Coast Guard March 1992 - October 2014
Liberty Tire Recycling April 2006 - December 2008
Morgan Stanley January 2001 - March 2003
Skills
Security Clearance, Emergency Response to..., Emergency Spill Response, Counterterrorism, Emergency Planning, Series 7, Series 65, Licensed Life & Health..., French, Homeland Security, National Security, Military, Strategy, Command, Weapons, Management, Strategic Planning, Operations Management, Finance, Risk Assessment
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 2013
Operations Management and Supervision, 3.85
University of Pittsburgh 1986 — 1989
Bachelor of Arts (B.A.), Professional, Technical, Business, and Scientific Writing, 3.9
U.S. Security Associates November 2013 - Present
U.S. Coast Guard March 1992 - October 2014
Liberty Tire Recycling April 2006 - December 2008
Morgan Stanley January 2001 - March 2003
Skills
Security Clearance, Emergency Response to..., Emergency Spill Response, Counterterrorism, Emergency Planning, Series 7, Series 65, Licensed Life & Health..., French, Homeland Security, National Security, Military, Strategy, Command, Weapons, Management, Strategic Planning, Operations Management, Finance, Risk Assessment
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 2013
Operations Management and Supervision, 3.85
University of Pittsburgh 1986 — 1989
Bachelor of Arts (B.A.), Professional, Technical, Business, and Scientific Writing, 3.9
Chelsea Soule's Morgan Stanley Experience January 2015 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley August 2013 - January 2015
BNY Mellon May 2004 - August 2013
Skills
Mutual Funds, Bloomberg, Fixed Income
Education
University of Rhode Island - College of Business Administration 2007 — 2009
Master of Business Administration (MBA)
Morgan Stanley January 2015 - Present
Morgan Stanley August 2013 - January 2015
BNY Mellon May 2004 - August 2013
Skills
Mutual Funds, Bloomberg, Fixed Income
Education
University of Rhode Island - College of Business Administration 2007 — 2009
Master of Business Administration (MBA)
Michelle Allwein's Morgan Stanley Experience January 2005 - May 2005
Job AVP; Portfolio Management Associate at US Trust Bank of America
Industry Financial Services
Experience
US Trust Bank of America August 2009 - Present
US Trust, Bank of America July 2007 - March 2009
Brooks-Eckerd Pharmacy Corporate Headquarters October 2005 - July 2007
Morgan Stanley January 2005 - May 2005
Skills
Portfolio Management, Mutual Funds, Securities, Equities, Fixed Income, Asset Management, Investments, Investment Management, Hedge Funds, Financial Services, Private Equity, Due Diligence, FactSet, Attribution Analysis
Education
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelor of Science (B.S.), Business Administration
US Trust Bank of America August 2009 - Present
US Trust, Bank of America July 2007 - March 2009
Brooks-Eckerd Pharmacy Corporate Headquarters October 2005 - July 2007
Morgan Stanley January 2005 - May 2005
Skills
Portfolio Management, Mutual Funds, Securities, Equities, Fixed Income, Asset Management, Investments, Investment Management, Hedge Funds, Financial Services, Private Equity, Due Diligence, FactSet, Attribution Analysis
Education
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelor of Science (B.S.), Business Administration
Joe Genzardi's Morgan Stanley Experience June 2009 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Citigroup Global Markets January 2003 - May 2009
Skills
Capital Markets, Hedge Funds, Equities, Investments, Valuation, Fixed Income, Bloomberg, Financial Modeling, Investment Banking, Alternative Investments
Education
University of Rhode Island 1979 — 1983
BS Mechanical Engineering, Mechanical Engineering
Clarkstown South High School 1976 — 1979
Morgan Stanley June 2009 - Present
Citigroup Global Markets January 2003 - May 2009
Skills
Capital Markets, Hedge Funds, Equities, Investments, Valuation, Fixed Income, Bloomberg, Financial Modeling, Investment Banking, Alternative Investments
Education
University of Rhode Island 1979 — 1983
BS Mechanical Engineering, Mechanical Engineering
Clarkstown South High School 1976 — 1979
Scott Cavanagh's Morgan Stanley Experience January 2013 - Present
Job operations support at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
IMS Health October 2011 - April 2012
University of Rhode Island January 2011 - May 2011
Skills
Financial Modeling, Microsoft Office, Financial Analysis, Tax
Education
University of Rhode Island - College of Business Administration 2007 — 2011
B.S., Business Administration and Management, General
Morgan Stanley January 2013 - Present
IMS Health October 2011 - April 2012
University of Rhode Island January 2011 - May 2011
Skills
Financial Modeling, Microsoft Office, Financial Analysis, Tax
Education
University of Rhode Island - College of Business Administration 2007 — 2011
B.S., Business Administration and Management, General
Stephen Lent's Morgan Stanley Experience 2000 - 2009
Job MD of Business Development
Industry Information Technology and Services
Experience
TCP 2013 - Present
Sabatical leave 2009 - 2013
CSS 2000 - 2010
Barclays Capital 2000 - 2009
JPMorgan Chase 2000 - 2009
Morgan Stanley 2000 - 2009
Merrill Lynch 2000 - 2008
Lehman Brothers 2000 - 2008
FXall 2000 - 2008
Bank of America 2000 - 2008
Skills
Fixed Income, FIX, Derivatives, C++, C#, .NET, Equity Derivatives, FX trading, Java Enterprise Edition
Education
University of Rhode Island
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
TCP 2013 - Present
Sabatical leave 2009 - 2013
CSS 2000 - 2010
Barclays Capital 2000 - 2009
JPMorgan Chase 2000 - 2009
Morgan Stanley 2000 - 2009
Merrill Lynch 2000 - 2008
Lehman Brothers 2000 - 2008
FXall 2000 - 2008
Bank of America 2000 - 2008
Skills
Fixed Income, FIX, Derivatives, C++, C#, .NET, Equity Derivatives, FX trading, Java Enterprise Edition
Education
University of Rhode Island
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Juan Luis Rivera's Morgan Stanley Experience September 1997 - February 2006
Job Sales and Finance Professional
Industry Food & Beverages
Experience
Fine Selections Corp. February 2006 - Present
Self-employed 2006 - 2014
Morgan Stanley September 1997 - February 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Finance, Equities
Education
Interamerican University 2005 — 2015
Master of Business Administration (MBA) - In Progress, Finance, General
University of Puerto Rico-Mayaguez 1990 — 1997
Bachelor of Science (BS), Finance, General
Fine Selections Corp. February 2006 - Present
Self-employed 2006 - 2014
Morgan Stanley September 1997 - February 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Finance, Equities
Education
Interamerican University 2005 — 2015
Master of Business Administration (MBA) - In Progress, Finance, General
University of Puerto Rico-Mayaguez 1990 — 1997
Bachelor of Science (BS), Finance, General
Don Rowan's Morgan Stanley Experience November 2004 - February 2007
Job Agent at Craven Insurance, Inc.
Industry Insurance
Experience
Craven Insurance, Inc. April 2013 - Present
Edward Jones April 2007 - December 2012
Morgan Stanley November 2004 - February 2007
Skills
Underwriting, Health Insurance
Education
University of Portland 1982 — 1984
MBA
University of Rhode Island 1974 — 1977
Bachelor of Science (BS), Physis
Craven Insurance, Inc. April 2013 - Present
Edward Jones April 2007 - December 2012
Morgan Stanley November 2004 - February 2007
Skills
Underwriting, Health Insurance
Education
University of Portland 1982 — 1984
MBA
University of Rhode Island 1974 — 1977
Bachelor of Science (BS), Physis
Laura Procopio's Morgan Stanley Experience September 2008 - September 2010
Job Assistant to Senior Executive at Fidelity Investments, XTRAC Solutions
Industry Financial Services
Experience
Morgan Stanley September 2008 - September 2010
Education
University of Rhode Island
Morgan Stanley September 2008 - September 2010
Education
University of Rhode Island
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS