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
Sally Tam Sally Tam's Morgan Stanley Experience April 2008 - May 2009
Job FP&A Manager at Lookout
Industry Internet
Experience
Lookout February 2015 - Present
Blurb February 2014 - August 2015
NERA Economic Consulting January 2013 - February 2014
NERA Economic Consulting January 2012 - January 2013
FactSet June 2010 - December 2011
Morgan Stanley April 2008 - May 2009
Skills
Adaptive Insights, NetSuite, MicroStrategy, Google Analytics, JIRA, Agile Project Management, SQL, Microsoft Office, VBA, Bloomberg, Stata, FactSet, Data Analysis, Statistics, Econometrics, Financial Modeling, Quantitative Research, Qualitative Research
Education
University of San Francisco 2006 — 2010
Bachelor's Degree
University of San Francisco 2005 — 2009
Bachelor's Degree
Lookout February 2015 - Present
Blurb February 2014 - August 2015
NERA Economic Consulting January 2013 - February 2014
NERA Economic Consulting January 2012 - January 2013
FactSet June 2010 - December 2011
Morgan Stanley April 2008 - May 2009
Skills
Adaptive Insights, NetSuite, MicroStrategy, Google Analytics, JIRA, Agile Project Management, SQL, Microsoft Office, VBA, Bloomberg, Stata, FactSet, Data Analysis, Statistics, Econometrics, Financial Modeling, Quantitative Research, Qualitative Research
Education
University of San Francisco 2006 — 2010
Bachelor's Degree
University of San Francisco 2005 — 2009
Bachelor's Degree
Alysia Hendricks Alysia Hendricks's Morgan Stanley Experience September 2013 - January 2014
Job Business Manager
Industry Consumer Electronics
Experience
Apple August 2015 - Present
Alysia Hendricks Consulting January 2014 - Present
UC Santa Barbara Athletics September 2014 - Present
Morgan Stanley September 2013 - January 2014
American Heart Association June 2011 - July 2013
Tiger Woods Foundation October 2005 - June 2011
Channel Islands YMCA May 1997 - March 2007
Skills
Marketing Strategy, Event Management, Leadership Development, Sponsorship Sales, Sponsorship Activation, Sign Language, Sales Management, Sales Operations, Event Marketing, Ticket Sales, Sports Management, Brand Management, Problem Solving, Lifestyle Coaching, Staff Development, Event Planning, Social Media Marketing, Fundraising, Community Development, Social Networking, Volunteer Management, Coaching, Leadership, Sports Marketing, Nonprofits, Community Outreach, Management, Sponsorship, Sports, Time Management, Social Media, Public Relations, Marketing, Press Releases, Business Development, Public Speaking, Media Relations, Marketing Communications, Program Development, Teamwork, Strategic Planning, Budgets, Athletics, Athletic Training
Education
University of San Francisco 2005 — 2007
MA, Sports Management
UC Santa Barbara 1995 — 2000
B.A, Sociology
Apple August 2015 - Present
Alysia Hendricks Consulting January 2014 - Present
UC Santa Barbara Athletics September 2014 - Present
Morgan Stanley September 2013 - January 2014
American Heart Association June 2011 - July 2013
Tiger Woods Foundation October 2005 - June 2011
Channel Islands YMCA May 1997 - March 2007
Skills
Marketing Strategy, Event Management, Leadership Development, Sponsorship Sales, Sponsorship Activation, Sign Language, Sales Management, Sales Operations, Event Marketing, Ticket Sales, Sports Management, Brand Management, Problem Solving, Lifestyle Coaching, Staff Development, Event Planning, Social Media Marketing, Fundraising, Community Development, Social Networking, Volunteer Management, Coaching, Leadership, Sports Marketing, Nonprofits, Community Outreach, Management, Sponsorship, Sports, Time Management, Social Media, Public Relations, Marketing, Press Releases, Business Development, Public Speaking, Media Relations, Marketing Communications, Program Development, Teamwork, Strategic Planning, Budgets, Athletics, Athletic Training
Education
University of San Francisco 2005 — 2007
MA, Sports Management
UC Santa Barbara 1995 — 2000
B.A, Sociology
Michael Wexler Michael Wexler's Morgan Stanley Experience February 2013 - August 2014
Job Legg Mason
Industry Financial Services
Experience
Legg Mason August 2014 - Present
Morgan Stanley February 2013 - August 2014
AXA Advisors August 2011 - February 2013
Education
University of Rochester 2007 — 2011
BA/BS, History
Legg Mason August 2014 - Present
Morgan Stanley February 2013 - August 2014
AXA Advisors August 2011 - February 2013
Education
University of Rochester 2007 — 2011
BA/BS, History
Dylan Favazza Dylan Favazza's Morgan Stanley Experience June 2015 - Present
Job Client Service Associate at Morgan Stanley
Industry
Experience
University of San Francisco August 2013 - Present
Morgan Stanley June 2015 - Present
Morgan Stanley January 2015 - May 2015
Northwestern Mutual May 2014 - January 2015
RuffaloCODY January 2014 - May 2014
Favazza Specialty Foods April 2013 - August 2013
Tuscan Tavern and Grill October 2011 - January 2013
Skills
Public Speaking, Entrepreneurship, Event Planning, Teamwork, Microsoft Office, Sales, Research, Wealth Management, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Leadership, Critical Thinking
Education
University of San Francisco 2013 — 2017
Bachelor of Science in Business Administration, Finance, Sophomore
Ladue Horton Watkins High School 2009 — 2013
University of San Francisco August 2013 - Present
Morgan Stanley June 2015 - Present
Morgan Stanley January 2015 - May 2015
Northwestern Mutual May 2014 - January 2015
RuffaloCODY January 2014 - May 2014
Favazza Specialty Foods April 2013 - August 2013
Tuscan Tavern and Grill October 2011 - January 2013
Skills
Public Speaking, Entrepreneurship, Event Planning, Teamwork, Microsoft Office, Sales, Research, Wealth Management, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Leadership, Critical Thinking
Education
University of San Francisco 2013 — 2017
Bachelor of Science in Business Administration, Finance, Sophomore
Ladue Horton Watkins High School 2009 — 2013
Hussein Yahfoufi's Morgan Stanley Experience July 2005 - April 2006
Job VP Technology | Executive Management | Product Strategy | Product Development | Strategic Leadership | Project Delivery
Industry Internet
Experience
eCapital LLC February 2015 - Present
ConvoLounge 2014 - Present
DiamPrice March 2010 - Present
appsplit September 2010 - Present
OneRoof Energy, Inc. June 2012 - February 2015
LPL Financial October 2009 - June 2012
LPL Financial November 2007 - October 2009
LPL Financial April 2006 - November 2007
Morgan Stanley July 2005 - April 2006
Skills
Senior Executive..., Technology Leadership, Product Development, SDLC, Management, IT Strategy, Program Management, PMO, Leadership, Strategic Planning, Product Innovation, Strategy, Technology Management, Strategic Leadership, Outsourcing, Integration, Project Portfolio..., Project Management, Process Improvement, Technology Roadmapping, Business Analysis, Project Delivery, Offshoring, Software Development, Agile Methodologies, Systems Analysis, Software Quality..., Recruiting, Software Engineering, Hiring, Quality Assurance, Vendor Management, Requirements Gathering, Business Intelligence, ERP, CRM, Agile Project Management, SaaS, PMP, Business Process, Mergers & Acquisitions, Budgets, Web Services, Product Management, Scrum, Portfolio Management, Web Applications, Mobile Technology, Crowdsourcing, Executive Management
Education
University of San Diego 2001 — 2005
Bachelor's, Business Administration / Finance
eCapital LLC February 2015 - Present
ConvoLounge 2014 - Present
DiamPrice March 2010 - Present
appsplit September 2010 - Present
OneRoof Energy, Inc. June 2012 - February 2015
LPL Financial October 2009 - June 2012
LPL Financial November 2007 - October 2009
LPL Financial April 2006 - November 2007
Morgan Stanley July 2005 - April 2006
Skills
Senior Executive..., Technology Leadership, Product Development, SDLC, Management, IT Strategy, Program Management, PMO, Leadership, Strategic Planning, Product Innovation, Strategy, Technology Management, Strategic Leadership, Outsourcing, Integration, Project Portfolio..., Project Management, Process Improvement, Technology Roadmapping, Business Analysis, Project Delivery, Offshoring, Software Development, Agile Methodologies, Systems Analysis, Software Quality..., Recruiting, Software Engineering, Hiring, Quality Assurance, Vendor Management, Requirements Gathering, Business Intelligence, ERP, CRM, Agile Project Management, SaaS, PMP, Business Process, Mergers & Acquisitions, Budgets, Web Services, Product Management, Scrum, Portfolio Management, Web Applications, Mobile Technology, Crowdsourcing, Executive Management
Education
University of San Diego 2001 — 2005
Bachelor's, Business Administration / Finance
Eddie McGowan Eddie McGowan's Morgan Stanley Experience November 1995 - December 2003
Job President at Collaborent Search
Industry Hospital & Health Care
Experience
Collaborent Search April 2015 - Present
Carson Kolb Healthcare Group September 2009 - Present
Carson Kolb Healthcare Group December 2006 - September 2009
Merritt Hawkins January 2005 - December 2006
Charles Schwab December 2003 - September 2004
Morgan Stanley November 1995 - December 2003
Skills
Healthcare, Interviewing, Contract Negotiation, Customer Relations, Negotiation, Strategic Planning, Hospitals, Customer Service, Employee Relations, Talent Acquisition, Team Building, Coaching, New Business Development, Account Management, Sourcing, Cold Calling, Leadership, Sales, Recruiting, Human Resources, Physicians, Applicant Tracking..., Interviews, Permanent Placement, Temporary Placement, Temporary Staffing, Staffing Services, Executive Search, Internet Recruiting, Technical Recruiting, Healthcare Consulting, Training, Resume Writing, Physician Relations
Education
University of San Diego 1988 — 1991
Collaborent Search April 2015 - Present
Carson Kolb Healthcare Group September 2009 - Present
Carson Kolb Healthcare Group December 2006 - September 2009
Merritt Hawkins January 2005 - December 2006
Charles Schwab December 2003 - September 2004
Morgan Stanley November 1995 - December 2003
Skills
Healthcare, Interviewing, Contract Negotiation, Customer Relations, Negotiation, Strategic Planning, Hospitals, Customer Service, Employee Relations, Talent Acquisition, Team Building, Coaching, New Business Development, Account Management, Sourcing, Cold Calling, Leadership, Sales, Recruiting, Human Resources, Physicians, Applicant Tracking..., Interviews, Permanent Placement, Temporary Placement, Temporary Staffing, Staffing Services, Executive Search, Internet Recruiting, Technical Recruiting, Healthcare Consulting, Training, Resume Writing, Physician Relations
Education
University of San Diego 1988 — 1991
Jackie Perrotta Jackie Perrotta's Morgan Stanley Experience June 2015 - Present
Job Client Service Associate at Morgan Stanley
Industry
Experience
Morgan Stanley June 2015 - Present
RVM Enterprises, Inc. May 2014 - June 2015
The Metropolitan Museum of Art June 2013 - August 2013
Soft System Solution July 2012 - August 2012
Siris Capital Group May 2012 - June 2012
JPMorgan Chase May 2011 - May 2011
Rho Ventures June 2010 - July 2010
Skills
Foreign Languages, Art History, Finance, English to French, Microsoft Excel, InDesign, Photoshop
Education
University of Richmond 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Marymount School of New York 1995 — 2011
Morgan Stanley June 2015 - Present
RVM Enterprises, Inc. May 2014 - June 2015
The Metropolitan Museum of Art June 2013 - August 2013
Soft System Solution July 2012 - August 2012
Siris Capital Group May 2012 - June 2012
JPMorgan Chase May 2011 - May 2011
Rho Ventures June 2010 - July 2010
Skills
Foreign Languages, Art History, Finance, English to French, Microsoft Excel, InDesign, Photoshop
Education
University of Richmond 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Marymount School of New York 1995 — 2011
Nicholas Hyland Nicholas Hyland's Morgan Stanley Experience October 2013 - April 2014
Job Growth at Gusto
Industry Financial Services
Experience
Gusto (formerly ZenPayroll) February 2015 - Present
Morgan Stanley October 2013 - April 2014
Skills
PowerPoint, Economics, Financial Modeling, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Finance, Analysis
Education
University of San Francisco 2012 — 2014
Bachelor of Arts (BA), Economics
Gusto (formerly ZenPayroll) February 2015 - Present
Morgan Stanley October 2013 - April 2014
Skills
PowerPoint, Economics, Financial Modeling, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Finance, Analysis
Education
University of San Francisco 2012 — 2014
Bachelor of Arts (BA), Economics
Christian Jason Manalo's Morgan Stanley Experience May 2014 - August 2014
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2015 - March 2015
Delta Sigma Pi - Gamma Omicron Chapter August 2014 - December 2014
Morgan Stanley May 2014 - August 2014
Epsilon Psi Pledge Class of Delta Sigma Pi February 2014 - May 2014
The Cliff House May 2013 - August 2013
Marianist Province of the United States August 2011 - May 2012
Skills
Teamwork, Time Management, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Management, Social Media, Public Speaking, Team Leadership, Networking, Market Research, Self-motivated Team..., Finance, Mac, English, Accounting, Fundraising, Analysis, volunteer coordination, Business Planning, blogging, Facebook, Twitter, Instagram, Leadership, Team Building, Research, Leadership Development, Blogging, Volunteer Management
Education
University of San Francisco 2012 — 2016
Bachelor of Arts (BA), Finance, General
Archbishop Riordan High School 2008 — 2012
High School Diploma
Northwestern Mutual January 2015 - March 2015
Delta Sigma Pi - Gamma Omicron Chapter August 2014 - December 2014
Morgan Stanley May 2014 - August 2014
Epsilon Psi Pledge Class of Delta Sigma Pi February 2014 - May 2014
The Cliff House May 2013 - August 2013
Marianist Province of the United States August 2011 - May 2012
Skills
Teamwork, Time Management, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Management, Social Media, Public Speaking, Team Leadership, Networking, Market Research, Self-motivated Team..., Finance, Mac, English, Accounting, Fundraising, Analysis, volunteer coordination, Business Planning, blogging, Facebook, Twitter, Instagram, Leadership, Team Building, Research, Leadership Development, Blogging, Volunteer Management
Education
University of San Francisco 2012 — 2016
Bachelor of Arts (BA), Finance, General
Archbishop Riordan High School 2008 — 2012
High School Diploma
Zhentao (Tony) Wang Zhentao (Tony) Wang's Morgan Stanley Experience June 2012 - July 2012
Job Investment Analyst at LGT
Industry Higher Education
Experience
USC Marshall School of Business January 2013 - Present
Hangzhou All-Round Private Equity Investment Management Co., Ltd. August 2012 - Present
LGT July 2014 - August 2014
DBS Bank June 2013 - July 2013
Shanghai Commercial Bank HK June 2013 - July 2013
Simon Graduate School of Business, University of Rochester November 2012 - December 2012
Hangzhou Industrial & Commercial Trust June 2012 - September 2012
Morgan Stanley June 2012 - July 2012
Hyatt Regency June 2009 - August 2011
Richard Ivey School of Business May 2011 - July 2011
Skills
Investment Banking, Business, Consulting, Swimming, Microsoft Office, Chinese, Microsoft Excel, Pivot Tables, Private Equity, Due Diligence, Finance, Leadership, PowerPoint, Microsoft Word, Public Speaking
Education
USC Marshall School of Business 2013 — 2015
Bachelor of Science (B.S.), Business Administration, Management and Operations, Sophomore
University of Rochester 2011 — 2013
Finance, General
Trinity-Pawling School 2009 — 2011
High School, Unweighted GPA 95.2
The Winchendon School 2008 — 2009
High School
USC Marshall School of Business January 2013 - Present
Hangzhou All-Round Private Equity Investment Management Co., Ltd. August 2012 - Present
LGT July 2014 - August 2014
DBS Bank June 2013 - July 2013
Shanghai Commercial Bank HK June 2013 - July 2013
Simon Graduate School of Business, University of Rochester November 2012 - December 2012
Hangzhou Industrial & Commercial Trust June 2012 - September 2012
Morgan Stanley June 2012 - July 2012
Hyatt Regency June 2009 - August 2011
Richard Ivey School of Business May 2011 - July 2011
Skills
Investment Banking, Business, Consulting, Swimming, Microsoft Office, Chinese, Microsoft Excel, Pivot Tables, Private Equity, Due Diligence, Finance, Leadership, PowerPoint, Microsoft Word, Public Speaking
Education
USC Marshall School of Business 2013 — 2015
Bachelor of Science (B.S.), Business Administration, Management and Operations, Sophomore
University of Rochester 2011 — 2013
Finance, General
Trinity-Pawling School 2009 — 2011
High School, Unweighted GPA 95.2
The Winchendon School 2008 — 2009
High School
Patrick Laurance's Morgan Stanley Experience March 2013 - December 2013
Job Analyst Intern at Software Equity Group
Industry Investment Banking
Experience
Software Equity Group July 2015 - Present
University Endowment Investment Fund September 2014 - May 2015
Morgan Stanley March 2013 - December 2013
Skills
Valuation, Investments, Market Research, Finance, Microsoft Excel, Microsoft Office, Cold Calling, Public Speaking, Teaching, Social Media, Marketing Strategy, Time Management, Editing, Portfolio Management, Marketing, Sales, PowerPoint, Financial Modeling, Financial Analysis, Mergers & Acquisitions
Education
University of San Diego School of Business Administration 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Junior
Loyola High School, Los Angeles 2008 — 2012
Software Equity Group July 2015 - Present
University Endowment Investment Fund September 2014 - May 2015
Morgan Stanley March 2013 - December 2013
Skills
Valuation, Investments, Market Research, Finance, Microsoft Excel, Microsoft Office, Cold Calling, Public Speaking, Teaching, Social Media, Marketing Strategy, Time Management, Editing, Portfolio Management, Marketing, Sales, PowerPoint, Financial Modeling, Financial Analysis, Mergers & Acquisitions
Education
University of San Diego School of Business Administration 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Junior
Loyola High School, Los Angeles 2008 — 2012
Nina Foo's Morgan Stanley Experience January 2015 - May 2015
Job Marketing Assistant at University Ministry, USF
Industry Marketing and Advertising
Experience
University Ministry, USF August 2015 - Present
Student Housing and Resident Education (SHaRE) August 2014 - Present
Orchard Supply Hardware June 2015 - August 2015
Morgan Stanley January 2015 - May 2015
Student Housing and Residential Education, USF December 2014 - January 2015
Donnerwood Media October 2013 - May 2014
Galileo Learning June 2013 - August 2013
Gap Inc./Old Navy June 2012 - August 2012
Residence Hall Council August 2012 - 2012
Skills
Social Media, PowerPoint, Microsoft Word, Marketing, Photoshop, Customer Service, Microsoft Excel, Facebook, Digital Photography, InDesign, Microsoft Office, Event Management, Teamwork, Internet Research, Web Design, Illustrator, Social Networking, Leadership, Time Management, Public Speaking, HTML, CSS
Education
University of San Francisco 2012 — 2016
Bachelor of Science (BS), Marketing
University of San Francisco 2012 — 2016
Bachelors of Science, Marketing
University Ministry, USF August 2015 - Present
Student Housing and Resident Education (SHaRE) August 2014 - Present
Orchard Supply Hardware June 2015 - August 2015
Morgan Stanley January 2015 - May 2015
Student Housing and Residential Education, USF December 2014 - January 2015
Donnerwood Media October 2013 - May 2014
Galileo Learning June 2013 - August 2013
Gap Inc./Old Navy June 2012 - August 2012
Residence Hall Council August 2012 - 2012
Skills
Social Media, PowerPoint, Microsoft Word, Marketing, Photoshop, Customer Service, Microsoft Excel, Facebook, Digital Photography, InDesign, Microsoft Office, Event Management, Teamwork, Internet Research, Web Design, Illustrator, Social Networking, Leadership, Time Management, Public Speaking, HTML, CSS
Education
University of San Francisco 2012 — 2016
Bachelor of Science (BS), Marketing
University of San Francisco 2012 — 2016
Bachelors of Science, Marketing
Russell Banzon's Morgan Stanley Experience January 2014 - August 2014
Job Marketing at Apttus
Industry Computer Software
Experience
Apttus October 2014 - Present
The Company of Westlake School for the Performing Arts September 2012 - Present
Apttus October 2014 - October 2014
Apttus August 2014 - October 2014
Morgan Stanley January 2014 - August 2014
University of San Francisco August 2012 - August 2014
University of San Francisco January 2012 - August 2014
Math Enrichment June 2012 - August 2012
Skills
Research, Social Media, Customer Service, Fundraising, Microsoft Excel, Teamwork, PowerPoint, Microsoft Office, Hip-Hop Dance, Management, Business Development, Leadership, Marketing, Econometrics, Social Media Marketing, Data Analysis, Public Speaking, Social Networking, Sales, Program Management, Marketing Strategy, Project Management, Microsoft Word, Budgets, Advertising, Economic Modeling, Analysis, Teaching, Business Analysis, Financial Analysis, Cross-functional Team..., Operations Management, Forecasting, Business Strategy, Sales Management, Salesforce.com, Event Planning, PPC, SaaS, Marketo, Google Adwords, Google Analytics, Marketing Automation, Digital Marketing
Education
University of San Francisco 2011 — 2014
Bachelor's Degree, Economics in Financial Concentration, Minor in Business
University of San Francisco - Masagung Graduate School of Management 2014 — 2014
Executive Education Business Student, Entrepreneurship/Entrepreneurial Studies
Westlake School for the Performing Arts 2011 — 2014
Dance
Bellarmine College Preparatory 2007 — 2011
Apttus October 2014 - Present
The Company of Westlake School for the Performing Arts September 2012 - Present
Apttus October 2014 - October 2014
Apttus August 2014 - October 2014
Morgan Stanley January 2014 - August 2014
University of San Francisco August 2012 - August 2014
University of San Francisco January 2012 - August 2014
Math Enrichment June 2012 - August 2012
Skills
Research, Social Media, Customer Service, Fundraising, Microsoft Excel, Teamwork, PowerPoint, Microsoft Office, Hip-Hop Dance, Management, Business Development, Leadership, Marketing, Econometrics, Social Media Marketing, Data Analysis, Public Speaking, Social Networking, Sales, Program Management, Marketing Strategy, Project Management, Microsoft Word, Budgets, Advertising, Economic Modeling, Analysis, Teaching, Business Analysis, Financial Analysis, Cross-functional Team..., Operations Management, Forecasting, Business Strategy, Sales Management, Salesforce.com, Event Planning, PPC, SaaS, Marketo, Google Adwords, Google Analytics, Marketing Automation, Digital Marketing
Education
University of San Francisco 2011 — 2014
Bachelor's Degree, Economics in Financial Concentration, Minor in Business
University of San Francisco - Masagung Graduate School of Management 2014 — 2014
Executive Education Business Student, Entrepreneurship/Entrepreneurial Studies
Westlake School for the Performing Arts 2011 — 2014
Dance
Bellarmine College Preparatory 2007 — 2011
John A. Schwab III John A. Schwab III's Morgan Stanley Experience August 1998 - November 2002
Job Director at Blue Water Business Consultants, LLC
Industry Renewables & Environment
Experience
Blue Water Business Consultants, LLC January 2014 - Present
SDH Group, Inc. November 2010 - Present
Innovation Industries July 2008 - Present
alcova properties 2003 - 2005
Morgan Stanley August 1998 - November 2002
Prudential Financial 1992 - 1998
Skills
Financial Analysis, Financial Risk, new product developement, Pricing, Strategic Planning, Venture Capital, Financial Modeling, Futures Trading, Currency Futures, Equity Trading, FX trading, Financial Advisory, Investment Advisory..., Fixed Income, Bond Markets, Convertible Securities, Convertible Bonds, Patents, Series 7, series 3, series 66, commodity futures..., program trading, Angel Investing, New Account Opening, Strategic Prospecting, matching capital with..., new product marketing, series 15, CFTC, Product Development, Entrepreneurship, Start-ups, Product Marketing, Uniform Combined State..., FINRA, Program Trading, Equities, Portfolio Management, Investments, Business Planning, Due Diligence, Private Equity, Valuation, Investment Banking, Risk Management, Mergers & Acquisitions, Executive Management, Asset Management, Management Consulting
Education
University of Richmond - Robins School of Business 1977 — 1981
BSBA, finance marketing economics
Blue Water Business Consultants, LLC January 2014 - Present
SDH Group, Inc. November 2010 - Present
Innovation Industries July 2008 - Present
alcova properties 2003 - 2005
Morgan Stanley August 1998 - November 2002
Prudential Financial 1992 - 1998
Skills
Financial Analysis, Financial Risk, new product developement, Pricing, Strategic Planning, Venture Capital, Financial Modeling, Futures Trading, Currency Futures, Equity Trading, FX trading, Financial Advisory, Investment Advisory..., Fixed Income, Bond Markets, Convertible Securities, Convertible Bonds, Patents, Series 7, series 3, series 66, commodity futures..., program trading, Angel Investing, New Account Opening, Strategic Prospecting, matching capital with..., new product marketing, series 15, CFTC, Product Development, Entrepreneurship, Start-ups, Product Marketing, Uniform Combined State..., FINRA, Program Trading, Equities, Portfolio Management, Investments, Business Planning, Due Diligence, Private Equity, Valuation, Investment Banking, Risk Management, Mergers & Acquisitions, Executive Management, Asset Management, Management Consulting
Education
University of Richmond - Robins School of Business 1977 — 1981
BSBA, finance marketing economics
Andrew Stauffer's Morgan Stanley Experience July 2007 - May 2008
Job Partner and Producer/Writer/Director at usqProductions
Industry Motion Pictures and Film
Experience
usqProductions June 2008 - Present
usqProductions 2008 - Present
Morgan Stanley July 2007 - May 2008
Maslow Media Group, Inc. February 2007 - June 2007
Morgan Stanley November 2000 - January 2007
The Episcopal Church September 1990 - August 1994
Skills
Video Production, Film Production, Photography, Web Design, Video, Multimedia, Film, Editing, Writing, Television, Digital Media, Video Editing, Broadcast, Production Management, Content Management, Adobe Creative Suite, Photoshop, Dreamweaver, Post Production, Final Cut Pro, Production Managment, Documentaries, Creative Direction, Broadcast Television, Program Management, Final Cut Studio, Avid, Public Relations, New Media, Creative Writing, Sound, Live Events, Producing, Videography, Social Networking, Media Production, Advertising, Content Strategy, Graphic Design, Journalism, HD Video, Camera, Copywriting, Brazilian Portuguese, Streaming Media, Content Development, Storytelling, Editorial, Marketing, Entertainment
Education
Guilderland Central High School
Syracuse University - S.I. Newhouse School of Public Communications
MS, Television/Radio
University of Rochester
BA, English
usqProductions June 2008 - Present
usqProductions 2008 - Present
Morgan Stanley July 2007 - May 2008
Maslow Media Group, Inc. February 2007 - June 2007
Morgan Stanley November 2000 - January 2007
The Episcopal Church September 1990 - August 1994
Skills
Video Production, Film Production, Photography, Web Design, Video, Multimedia, Film, Editing, Writing, Television, Digital Media, Video Editing, Broadcast, Production Management, Content Management, Adobe Creative Suite, Photoshop, Dreamweaver, Post Production, Final Cut Pro, Production Managment, Documentaries, Creative Direction, Broadcast Television, Program Management, Final Cut Studio, Avid, Public Relations, New Media, Creative Writing, Sound, Live Events, Producing, Videography, Social Networking, Media Production, Advertising, Content Strategy, Graphic Design, Journalism, HD Video, Camera, Copywriting, Brazilian Portuguese, Streaming Media, Content Development, Storytelling, Editorial, Marketing, Entertainment
Education
Guilderland Central High School
Syracuse University - S.I. Newhouse School of Public Communications
MS, Television/Radio
University of Rochester
BA, English
Christine LaMonica's Morgan Stanley Experience June 2013 - August 2013
Job Sales & Trading Summer Analyst at HSBC Global Banking and Markets
Industry
Experience
HSBC Global Banking and Markets June 2014 - Present
Morgan Stanley June 2013 - August 2013
NJ Lenders Corp June 2012 - August 2012
AAA Flag and Banner 2012 - 2012
Skills
PowerPoint, Bloomberg
Education
University of Richmond - Robins School of Business 2011 — 2015
HSBC Global Banking and Markets June 2014 - Present
Morgan Stanley June 2013 - August 2013
NJ Lenders Corp June 2012 - August 2012
AAA Flag and Banner 2012 - 2012
Skills
PowerPoint, Bloomberg
Education
University of Richmond - Robins School of Business 2011 — 2015
Brandon Redman's Morgan Stanley Experience September 2008 - May 2009
Job Global Program Manager at salesforce.com
Industry Internet
Experience
Salesforce February 2014 - Present
Salesforce March 2013 - February 2014
Salesforce March 2012 - March 2013
Travelers Insurance June 2009 - March 2012
Morgan Stanley September 2008 - May 2009
Scottrade February 2008 - August 2008
Skills
Renewal Retention, Contract Negotiation, Customer Engagement, Salesforce.com, Microsoft Excel, Account Management, CRM, Cloud Computing, Customer Retention, Customer Satisfaction
Education
University of San Francisco 2006 — 2009
B.S., Business Administration
Salesforce February 2014 - Present
Salesforce March 2013 - February 2014
Salesforce March 2012 - March 2013
Travelers Insurance June 2009 - March 2012
Morgan Stanley September 2008 - May 2009
Scottrade February 2008 - August 2008
Skills
Renewal Retention, Contract Negotiation, Customer Engagement, Salesforce.com, Microsoft Excel, Account Management, CRM, Cloud Computing, Customer Retention, Customer Satisfaction
Education
University of San Francisco 2006 — 2009
B.S., Business Administration
Pat Ward-Baker Pat Ward-Baker's Morgan Stanley Experience September 1977 - December 2003
Job Gerontologist and Portfolio Manager: Capturing the contemporary powers of America's post85ers
Industry Think Tanks
Experience
patwardbaker.com January 2010 - Present
Morgan Stanley September 1977 - December 2003
Education
Union Institute & University, Cincinnati, Ohio
Ph.D., Arts & Sciences, Specialization in Gerontology
University of Rochester
Master of Arts (M.A.), History and Philosophy of Science and Technology
University of Rochester
Bachelor of Science (B.S.), General Studies
New Trier High School, Winnetka, Il
College Prep
patwardbaker.com January 2010 - Present
Morgan Stanley September 1977 - December 2003
Education
Union Institute & University, Cincinnati, Ohio
Ph.D., Arts & Sciences, Specialization in Gerontology
University of Rochester
Master of Arts (M.A.), History and Philosophy of Science and Technology
University of Rochester
Bachelor of Science (B.S.), General Studies
New Trier High School, Winnetka, Il
College Prep
Rebecca Stroth-Pickens Rebecca Stroth-Pickens's Morgan Stanley Experience December 2012 - Present
Job
Industry Financial Services
Experience
Morgan Stanley December 2012 - Present
Morgan Stanley July 2012 - December 2012
Glaze Capital Management Inc. January 2006 - July 2012
Festival Theatre Ensemble April 2002 - August 2011
Caere Corporation March 1997 - November 1998
Caere Corporation June 1996 - March 1997
Skills
Strategic Planning, Operational Excellence, Superior Client Service, Office Administration, Project Management, Organizational..., Organizational Behavior, Merchandising, Sales, Organizational..., Event Management, Event Based Marketing, Quality Assurance, Team Leadership, Test Planning, Black Box Testing, Customer Service, Customer Experience, Operational Streamlining, Training, Employee Training, Management, Program Management, Leadership Development, Troubleshooting, Nonprofits, Fundraising, Coaching, Team Building
Education
University of San Francisco
Bachelor of Science (B.S.), Organizational Behavior & Leadership
Morgan Stanley December 2012 - Present
Morgan Stanley July 2012 - December 2012
Glaze Capital Management Inc. January 2006 - July 2012
Festival Theatre Ensemble April 2002 - August 2011
Caere Corporation March 1997 - November 1998
Caere Corporation June 1996 - March 1997
Skills
Strategic Planning, Operational Excellence, Superior Client Service, Office Administration, Project Management, Organizational..., Organizational Behavior, Merchandising, Sales, Organizational..., Event Management, Event Based Marketing, Quality Assurance, Team Leadership, Test Planning, Black Box Testing, Customer Service, Customer Experience, Operational Streamlining, Training, Employee Training, Management, Program Management, Leadership Development, Troubleshooting, Nonprofits, Fundraising, Coaching, Team Building
Education
University of San Francisco
Bachelor of Science (B.S.), Organizational Behavior & Leadership
Mark F. Arbar's Morgan Stanley Experience 1997 - 1997
Job Sales & Finance
Industry Automotive
Experience
Auto Center Northwest January 2014 - Present
Inland Pacific Commercial Properties January 2013 - January 2014
Voit Real Estate Services January 2001 - September 2011
Morgan Stanley 1997 - 1997
Skills
Strategic Planning, Marketing Strategy, Communications, Problem Solving, Original Thinker, Creative Writing, Analytical Reasoning, Negotiation, Lease Negotiations, Commercial Real Estate, Transaction Coordination, Tenant Representation, Landlord representation, Buyer Representation, Seller Representation, Sales, Team Leadership, Marketing, Closing Deals, Building Relationships, Business Advisory, Landlord, Deal Closure, Land Acquisition, Leases, Brokerage, Disposition, Landlords, Property Management, Due Diligence, Investors, Location Intelligence, REO, Sellers, Lease Administration, Real Estate Transactions, Real Estate Economics, Corporate Real Estate, Real Estate Financing, Entitlements
Education
University of San Diego 1997 — 2001
BS, Business Administration and Management, General
Francis W. Parker 1986 — 1997
Auto Center Northwest January 2014 - Present
Inland Pacific Commercial Properties January 2013 - January 2014
Voit Real Estate Services January 2001 - September 2011
Morgan Stanley 1997 - 1997
Skills
Strategic Planning, Marketing Strategy, Communications, Problem Solving, Original Thinker, Creative Writing, Analytical Reasoning, Negotiation, Lease Negotiations, Commercial Real Estate, Transaction Coordination, Tenant Representation, Landlord representation, Buyer Representation, Seller Representation, Sales, Team Leadership, Marketing, Closing Deals, Building Relationships, Business Advisory, Landlord, Deal Closure, Land Acquisition, Leases, Brokerage, Disposition, Landlords, Property Management, Due Diligence, Investors, Location Intelligence, REO, Sellers, Lease Administration, Real Estate Transactions, Real Estate Economics, Corporate Real Estate, Real Estate Financing, Entitlements
Education
University of San Diego 1997 — 2001
BS, Business Administration and Management, General
Francis W. Parker 1986 — 1997
Ali Gillani Ali Gillani's Morgan Stanley Experience January 1998 - May 1998
Job Finance at Paychex
Industry Consumer Goods
Experience
Paychex November 2012 - Present
Bausch + Lomb March 2009 - March 2012
Bausch + Lomb June 2004 - March 2009
Bausch + Lomb April 2002 - June 2004
Bausch + Lomb June 2000 - May 2002
Morgan Stanley January 1998 - May 1998
Skills
PeopleSoft CRM, EPM, Cognos, JD Edwards, AS400, Excel, Access, Word, PowerPoint, Visio, AC Nielsen, Salesforce.com, PeopleSoft, Microsoft Excel, Account Reconciliation, Microsoft Word, Accounting, Process Improvement, Sales Operations, Analysis, Competitive Analysis, Account Management, Sales
Education
University of Rochester 1993 — 1998
Economics, Business, Management, Marketing, and Related Support Services
penfield
Paychex November 2012 - Present
Bausch + Lomb March 2009 - March 2012
Bausch + Lomb June 2004 - March 2009
Bausch + Lomb April 2002 - June 2004
Bausch + Lomb June 2000 - May 2002
Morgan Stanley January 1998 - May 1998
Skills
PeopleSoft CRM, EPM, Cognos, JD Edwards, AS400, Excel, Access, Word, PowerPoint, Visio, AC Nielsen, Salesforce.com, PeopleSoft, Microsoft Excel, Account Reconciliation, Microsoft Word, Accounting, Process Improvement, Sales Operations, Analysis, Competitive Analysis, Account Management, Sales
Education
University of Rochester 1993 — 1998
Economics, Business, Management, Marketing, and Related Support Services
penfield
Jonathan Chassin Jonathan Chassin's Morgan Stanley Experience September 2013 - Present
Job Principal Transactions Group Large Loan Team at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley September 2013 - Present
GreensLedge Capital Markets LLC April 2012 - September 2013
Grove Street Investment LLC September 2011 - April 2012
UBS Investment Bank April 2007 - June 2011
Natixis October 2004 - April 2007
Standard & Poor's September 2001 - October 2004
Merrill Lynch February 2000 - January 2001
M&T Bank July 1999 - September 1999
Skills
commercial real estate..., loan pricing and..., Securitization, first mortgage and..., CMBS, commercial real estate..., cash flow modeling, performing and..., Capital Markets, Cash Flow Forecasting, Financial Structuring, Structured Finance, Asset Management, Investments, Valuation, Portfolio Management, Due Diligence, Transaction Origination, Real Estate Financing, Fixed Income, Loans, Credit, Finance, Bonds, Banking, Commercial Real Estate, Investment Banking, Loan Origination, Alternative Investments, Mortgage Lending, Real Estate Economics
Education
University of Rochester 1997 — 2001
Dual Bachelors, Economics and Political Science
City Honors School 1989 — 1997
International Baccalaureate Graduate, Full International Baccalaureate Program
Morgan Stanley September 2013 - Present
GreensLedge Capital Markets LLC April 2012 - September 2013
Grove Street Investment LLC September 2011 - April 2012
UBS Investment Bank April 2007 - June 2011
Natixis October 2004 - April 2007
Standard & Poor's September 2001 - October 2004
Merrill Lynch February 2000 - January 2001
M&T Bank July 1999 - September 1999
Skills
commercial real estate..., loan pricing and..., Securitization, first mortgage and..., CMBS, commercial real estate..., cash flow modeling, performing and..., Capital Markets, Cash Flow Forecasting, Financial Structuring, Structured Finance, Asset Management, Investments, Valuation, Portfolio Management, Due Diligence, Transaction Origination, Real Estate Financing, Fixed Income, Loans, Credit, Finance, Bonds, Banking, Commercial Real Estate, Investment Banking, Loan Origination, Alternative Investments, Mortgage Lending, Real Estate Economics
Education
University of Rochester 1997 — 2001
Dual Bachelors, Economics and Political Science
City Honors School 1989 — 1997
International Baccalaureate Graduate, Full International Baccalaureate Program
Lauren Basil's Morgan Stanley Experience May 2013 - August 2013
Job Public Relations Intern at Alpaytac Public Relations & Marketing Communications
Industry Marketing and Advertising
Experience
Graphic Controls July 2014 - August 2014
Morgan Stanley May 2013 - August 2013
BryLin Behavioral Health System May 2012 - August 2012
Basil Automotive Group June 2011 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Social Media, Social Networking, Marketing, Data Analysis
Education
University of Rochester 2011 — 2015
Bachelor of Arts (BA), Business
Nichols School 2007 — 2011
Graphic Controls July 2014 - August 2014
Morgan Stanley May 2013 - August 2013
BryLin Behavioral Health System May 2012 - August 2012
Basil Automotive Group June 2011 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Social Media, Social Networking, Marketing, Data Analysis
Education
University of Rochester 2011 — 2015
Bachelor of Arts (BA), Business
Nichols School 2007 — 2011
Tae Kim, CFA, FRM Tae Kim, CFA, FRM's Morgan Stanley Experience March 2011 - Present
Job VP Strategy at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
Merrill Lynch September 2007 - June 2008
Merrill Lynch April 2005 - September 2007
JPMorgan Chase May 2004 - March 2005
Capital Growth Financial June 2003 - April 2004
Education
University of Rochester 1999 — 2003
BA, Economics, Philosophy
Morgan Stanley March 2011 - Present
Merrill Lynch September 2007 - June 2008
Merrill Lynch April 2005 - September 2007
JPMorgan Chase May 2004 - March 2005
Capital Growth Financial June 2003 - April 2004
Education
University of Rochester 1999 — 2003
BA, Economics, Philosophy
Elizabeth Khoury Elizabeth Khoury's Morgan Stanley Experience May 2009 - August 2009
Job Fashion Assistant at Shopbop.com
Industry Apparel & Fashion
Experience
Shopbop.com December 2012 - Present
Kara Ross NY October 2012 - December 2012
Lucca & Co. July 2012 - September 2012
Christie's December 2011 - January 2012
Arts Council of the Morris Area May 2011 - August 2011
Morgan Stanley May 2009 - August 2009
Skills
Proficient speaking,..., Adobe Photoshop CS5 and..., Photography, Mac, PC, Microsoft Office
Education
University of Richmond 2008 — 2012
Bachelor of Arts (B.A.), Art History and Italian Studies
Umbra Institute of the Universita di Perugia 2011 — 2011
Academy of Saint Elizabeth 2004 — 2008
Shopbop.com December 2012 - Present
Kara Ross NY October 2012 - December 2012
Lucca & Co. July 2012 - September 2012
Christie's December 2011 - January 2012
Arts Council of the Morris Area May 2011 - August 2011
Morgan Stanley May 2009 - August 2009
Skills
Proficient speaking,..., Adobe Photoshop CS5 and..., Photography, Mac, PC, Microsoft Office
Education
University of Richmond 2008 — 2012
Bachelor of Arts (B.A.), Art History and Italian Studies
Umbra Institute of the Universita di Perugia 2011 — 2011
Academy of Saint Elizabeth 2004 — 2008
Audrey Hurtado Audrey Hurtado's Morgan Stanley Experience September 2008 - May 2009
Job Account Manager at Intervision Systems
Industry Information Technology and Services
Experience
Intervision Systems June 2009 - Present
Morgan Stanley September 2008 - May 2009
Quantum Interactive January 2008 - June 2008
Transperfect Translations 2007 - 2007
Knova Software January 2006 - August 2006
Skills
Security, Salesforce.com, Sales, Business Development, Sales Operations, Cloud Computing, Account Management, Microsoft Office, Marketing, Sales Process, Networking
Education
University of San Diego 2005 — 2009
BA, Business Administration, Finance
Intervision Systems June 2009 - Present
Morgan Stanley September 2008 - May 2009
Quantum Interactive January 2008 - June 2008
Transperfect Translations 2007 - 2007
Knova Software January 2006 - August 2006
Skills
Security, Salesforce.com, Sales, Business Development, Sales Operations, Cloud Computing, Account Management, Microsoft Office, Marketing, Sales Process, Networking
Education
University of San Diego 2005 — 2009
BA, Business Administration, Finance
Michael Zatezalo Michael Zatezalo's Morgan Stanley Experience July 2005 - July 2006
Job Business Manager North America at Wireless Innovation
Industry Telecommunications
Experience
Wireless Innovation September 2015 - Present
Taoglas February 2015 - May 2015
Quake Global July 2006 - February 2015
Morgan Stanley July 2005 - July 2006
Skills
Sales, Sales Process, Product Management, Business Development, New Business Development, Marketing, Channel, Distribution Strategies, Product Development, Sales Management, Product Marketing, Project Management, Start-ups, Telecommunications, Strategic Partnerships, Networking, Direct Sales, Wireless, Entrepreneurship, Manufacturing, M2M, Cross-functional Team..., Mobile Devices, Salesforce.com, Enterprise Software, Telematics, Account Management, Satellite Communications
Education
University of San Diego 2001 — 2005
Business Administration, Finance, Marketing, Operations
Laguna Beach High School 1997 — 2000
Wireless Innovation September 2015 - Present
Taoglas February 2015 - May 2015
Quake Global July 2006 - February 2015
Morgan Stanley July 2005 - July 2006
Skills
Sales, Sales Process, Product Management, Business Development, New Business Development, Marketing, Channel, Distribution Strategies, Product Development, Sales Management, Product Marketing, Project Management, Start-ups, Telecommunications, Strategic Partnerships, Networking, Direct Sales, Wireless, Entrepreneurship, Manufacturing, M2M, Cross-functional Team..., Mobile Devices, Salesforce.com, Enterprise Software, Telematics, Account Management, Satellite Communications
Education
University of San Diego 2001 — 2005
Business Administration, Finance, Marketing, Operations
Laguna Beach High School 1997 — 2000
Kristine Fisher Kristine Fisher's Morgan Stanley Experience June 2004 - August 2006
Job Interactive Producer at Arsonal
Industry Marketing and Advertising
Experience
Arsonal July 2013 - Present
bpg advertising October 2011 - July 2013
EyeWonder August 2010 - October 2011
EyeWonder November 2008 - August 2010
EyeWonder November 2007 - October 2008
Real Branding November 2006 - June 2007
Morgan Stanley June 2004 - August 2006
Skills
Rich Media, Interactive Marketing, Online Marketing, Online Advertising, Interactive Advertising, Advertising, Mobile Devices, Campaign Management, Web Design, Digital Production, Flash, User Experience, Marketing, Digital Media, DoubleClick, Digital Strategy, Web Analytics, Mobile Marketing, Digital Marketing, SEM, Media Planning, Integrated Marketing, Market Research, Mobile Advertising
Education
University of San Francisco 2003 — 2007
Bachelors, Marketing
Arsonal July 2013 - Present
bpg advertising October 2011 - July 2013
EyeWonder August 2010 - October 2011
EyeWonder November 2008 - August 2010
EyeWonder November 2007 - October 2008
Real Branding November 2006 - June 2007
Morgan Stanley June 2004 - August 2006
Skills
Rich Media, Interactive Marketing, Online Marketing, Online Advertising, Interactive Advertising, Advertising, Mobile Devices, Campaign Management, Web Design, Digital Production, Flash, User Experience, Marketing, Digital Media, DoubleClick, Digital Strategy, Web Analytics, Mobile Marketing, Digital Marketing, SEM, Media Planning, Integrated Marketing, Market Research, Mobile Advertising
Education
University of San Francisco 2003 — 2007
Bachelors, Marketing
Andrew Crean's Morgan Stanley Experience June 2015 - Present
Job Student at the University of Rochester
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Goergen Athletic Center 2012 - Present
Thor Equities May 2014 - August 2014
Empower Athletic Development 2012 - 2013
Peter Milani's Elite Summer Baseball Camp 2007 - 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Research, Social Media, Teamwork, Data Analysis, Leadership, Financial Analysis
Education
University of Rochester 2012 — 2016
Bachelor of Arts (B.A.), Financial Economics Minor in Legal Studies
Scarsdale High School 2008 — 2012
Morgan Stanley June 2015 - Present
Goergen Athletic Center 2012 - Present
Thor Equities May 2014 - August 2014
Empower Athletic Development 2012 - 2013
Peter Milani's Elite Summer Baseball Camp 2007 - 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Research, Social Media, Teamwork, Data Analysis, Leadership, Financial Analysis
Education
University of Rochester 2012 — 2016
Bachelor of Arts (B.A.), Financial Economics Minor in Legal Studies
Scarsdale High School 2008 — 2012
Himadri Banik Himadri Banik's Morgan Stanley Experience January 2006 - December 2009
Job Senior Market Data Financial Analyst
Industry Financial Services
Experience
NYSE April 2013 - Present
Citi June 2011 - April 2013
JP Morgan Chase November 2010 - June 2011
Goldman Sachs March 2010 - October 2010
Morgan Stanley January 2006 - December 2009
Towers Perrin February 2005 - December 2005
Writers House July 2004 - February 2005
Joe D’Ambrosio Management July 2004 - February 2005
Strong Memorial Hospital January 2003 - May 2004
Skills
Financial Reporting, Financial Analysis, Compliance, Regulations, Financial Modeling, Risk Management, Equities, Hedge Funds, Bloomberg, Portfolio Management, Investments, Microsoft Excel, Asset Managment, Fixed Income, Data Analysis, Valuation, Derivatives, Alternative Investments, PowerPoint, Business Objects, SAP, Formulas, Asset Management, Strategy, Business Analysis, Financial Services
Education
University of Rochester 2000 — 2004
BA, Business/Managerial Economics, 3.3
University of Rochester 2000 — 2004
Bachelor's degree, Economics
NYSE April 2013 - Present
Citi June 2011 - April 2013
JP Morgan Chase November 2010 - June 2011
Goldman Sachs March 2010 - October 2010
Morgan Stanley January 2006 - December 2009
Towers Perrin February 2005 - December 2005
Writers House July 2004 - February 2005
Joe D’Ambrosio Management July 2004 - February 2005
Strong Memorial Hospital January 2003 - May 2004
Skills
Financial Reporting, Financial Analysis, Compliance, Regulations, Financial Modeling, Risk Management, Equities, Hedge Funds, Bloomberg, Portfolio Management, Investments, Microsoft Excel, Asset Managment, Fixed Income, Data Analysis, Valuation, Derivatives, Alternative Investments, PowerPoint, Business Objects, SAP, Formulas, Asset Management, Strategy, Business Analysis, Financial Services
Education
University of Rochester 2000 — 2004
BA, Business/Managerial Economics, 3.3
University of Rochester 2000 — 2004
Bachelor's degree, Economics
Ariel Edelson Ariel Edelson's Morgan Stanley Experience July 2008 - February 2009
Job Account Executive Talent Solutions at LinkedIn
Industry Internet
Experience
LinkedIn March 2014 - Present
Cisco Systems July 2013 - March 2014
Meraki, Inc. July 2012 - March 2014
Tripflavor January 2012 - May 2012
Mimeo.com June 2009 - January 2012
Morgan Stanley July 2008 - February 2009
Morgan Stanley June 2007 - September 2007
Procter & Gamble, Prestige Products Division June 2006 - September 2006
Skills
Salesforce.com, Sales, Cloud Computing, New Business Development, Cold Calling, CRM, Customer Service, Leadership, Sales Operations, Training, Enterprise Software, Start-ups, SaaS, Sales Process, Marketing, Sales Management, Management, Competitive Analysis, Program Management, Selling, Solution Selling, B2B, Account Management, Lead Generation, Marketing Strategy, Direct Sales, Security, Sales Presentations, Channel Partners, Business Development, Strategic Partnerships, Customer Retention, Product Marketing, Product Management, Strategy, Professional Services, Go-to-market Strategy, Key Account Management, Email Marketing, Budgets, E-commerce, Networking, Online Marketing, Online Advertising, Analytics
Education
University of Rochester 2004 — 2008
BA, Psychology, Marketing
Mamaroneck High School
LinkedIn March 2014 - Present
Cisco Systems July 2013 - March 2014
Meraki, Inc. July 2012 - March 2014
Tripflavor January 2012 - May 2012
Mimeo.com June 2009 - January 2012
Morgan Stanley July 2008 - February 2009
Morgan Stanley June 2007 - September 2007
Procter & Gamble, Prestige Products Division June 2006 - September 2006
Skills
Salesforce.com, Sales, Cloud Computing, New Business Development, Cold Calling, CRM, Customer Service, Leadership, Sales Operations, Training, Enterprise Software, Start-ups, SaaS, Sales Process, Marketing, Sales Management, Management, Competitive Analysis, Program Management, Selling, Solution Selling, B2B, Account Management, Lead Generation, Marketing Strategy, Direct Sales, Security, Sales Presentations, Channel Partners, Business Development, Strategic Partnerships, Customer Retention, Product Marketing, Product Management, Strategy, Professional Services, Go-to-market Strategy, Key Account Management, Email Marketing, Budgets, E-commerce, Networking, Online Marketing, Online Advertising, Analytics
Education
University of Rochester 2004 — 2008
BA, Psychology, Marketing
Mamaroneck High School
Gordon Chen's Morgan Stanley Experience April 2005 - April 2006
Job Founder of You Got Listings, Inc.
Industry Real Estate
Experience
You Got Listings, Inc. March 2007 - Present
Perfect Units, LLC. April 2006 - March 2007
Morgan Stanley April 2005 - April 2006
SunGard April 2004 - April 2005
Clark University March 2004 - March 2005
Honeywell July 2003 - April 2004
Fidelity Investments May 2002 - July 2003
Skills
Rentals, Web Design, Real Estate, Investment Properties, Entrepreneurship, Contract Negotiation, Real Estate Transactions, Real Estate Development, Tenant, Landlords, Sales, Customer Service
Education
University of Rochester 1998 — 2002
Bachelor's degree, Computer Science, Economics
You Got Listings, Inc. March 2007 - Present
Perfect Units, LLC. April 2006 - March 2007
Morgan Stanley April 2005 - April 2006
SunGard April 2004 - April 2005
Clark University March 2004 - March 2005
Honeywell July 2003 - April 2004
Fidelity Investments May 2002 - July 2003
Skills
Rentals, Web Design, Real Estate, Investment Properties, Entrepreneurship, Contract Negotiation, Real Estate Transactions, Real Estate Development, Tenant, Landlords, Sales, Customer Service
Education
University of Rochester 1998 — 2002
Bachelor's degree, Computer Science, Economics
Brooke Carrico Brooke Carrico's Morgan Stanley Experience August 2006 - May 2009
Job Director of Marketing, Urban Pace
Industry Public Relations and Communications
Experience
Urban Pace November 2014 - Present
Urban Pace April 2014 - October 2014
Arnold & Porter February 2012 - April 2014
Loyola University Maryland September 2010 - February 2012
IZI Medical Products September 2009 - August 2010
Morgan Stanley August 2006 - May 2009
Cystic Fibrosis Foundation January 2006 - May 2006
Marketforce Communications May 2005 - July 2005
Skills
Event Planning, Marketing, Microsoft Office, Social Media Marketing, Social Media, Marketing Budget..., HTML, Event Management, Budgets, Management, Social Networking, Department Budget..., Budget Monitoring, Budget Forecasts, Department Budgeting, Contract Negotiation, Proposal Writing, Financial Reporting, Cvent, Corporate Events, Events Organisation, Aderant, Microsoft Excel, Corporate Gifts, Client Development, Managing Database, Salesforce.com, Editorial, Adobe Creative Suite, Creative Writing, Team Building, Travel Management, Brand Development, Trade Shows, Internal Communications, Copy Editing, Corporate Communications, Adobe Acrobat, Data Analysis, Copywriting, Conference Coordination, Fundraising, Project Management, WordPress, Digital Marketing, Digital Strategy
Education
University of Richmond 2002 — 2006
BA, Rhetoric and Communication Studies
Urban Pace November 2014 - Present
Urban Pace April 2014 - October 2014
Arnold & Porter February 2012 - April 2014
Loyola University Maryland September 2010 - February 2012
IZI Medical Products September 2009 - August 2010
Morgan Stanley August 2006 - May 2009
Cystic Fibrosis Foundation January 2006 - May 2006
Marketforce Communications May 2005 - July 2005
Skills
Event Planning, Marketing, Microsoft Office, Social Media Marketing, Social Media, Marketing Budget..., HTML, Event Management, Budgets, Management, Social Networking, Department Budget..., Budget Monitoring, Budget Forecasts, Department Budgeting, Contract Negotiation, Proposal Writing, Financial Reporting, Cvent, Corporate Events, Events Organisation, Aderant, Microsoft Excel, Corporate Gifts, Client Development, Managing Database, Salesforce.com, Editorial, Adobe Creative Suite, Creative Writing, Team Building, Travel Management, Brand Development, Trade Shows, Internal Communications, Copy Editing, Corporate Communications, Adobe Acrobat, Data Analysis, Copywriting, Conference Coordination, Fundraising, Project Management, WordPress, Digital Marketing, Digital Strategy
Education
University of Richmond 2002 — 2006
BA, Rhetoric and Communication Studies
Steve Telesca Steve Telesca's Morgan Stanley Experience April 1999 - October 2002
Job Vice PresidentFinancial Advisor at Sage Rutty & Co., Inc.
Industry Financial Services
Experience
Legacy Pathway September 2009 - Present
Sage Rutty & Co., Inc. December 2002 - Present
Morgan Stanley April 1999 - October 2002
The MONY Group October 1987 - April 1999
IDS American Express February 1981 - October 1987
Skills
Series 7, Retirement Planning, Strategic Financial..., Retirement, Finance, Loans, Investment Advisory, Portfolio Management, Mutual Funds, Estate Planning, Securities, Asset Allocation, Series 63, Financial Advisory, Investments, Investment Management, 401k, Fixed Annuities, Investment Strategies, Wealth Management, IRAs, Alternative Investments, Long Term Care Insurance, Life Insurance, Small Business, Pensions, Long-term Care, Term Life Insurance, Estate Tax Planning, Asset Management, Disability Insurance, Financial Services, Trusts, Wealth, Insurance, Health Insurance, Financial Planning
Education
University of Rochester 1977 — 1979
Economics
Legacy Pathway September 2009 - Present
Sage Rutty & Co., Inc. December 2002 - Present
Morgan Stanley April 1999 - October 2002
The MONY Group October 1987 - April 1999
IDS American Express February 1981 - October 1987
Skills
Series 7, Retirement Planning, Strategic Financial..., Retirement, Finance, Loans, Investment Advisory, Portfolio Management, Mutual Funds, Estate Planning, Securities, Asset Allocation, Series 63, Financial Advisory, Investments, Investment Management, 401k, Fixed Annuities, Investment Strategies, Wealth Management, IRAs, Alternative Investments, Long Term Care Insurance, Life Insurance, Small Business, Pensions, Long-term Care, Term Life Insurance, Estate Tax Planning, Asset Management, Disability Insurance, Financial Services, Trusts, Wealth, Insurance, Health Insurance, Financial Planning
Education
University of Rochester 1977 — 1979
Economics
Philip Cooke Philip Cooke's Morgan Stanley Experience June 2000 - June 2006
Job Crossover Capital LLC
Industry Financial Services
Experience
Crossover Capital LLC September 2015 - Present
Forward Management March 2014 - August 2015
Insikt Inc. May 2013 - March 2014
Barclays Wealth June 2010 - May 2013
JMP Securities August 2009 - June 2010
Credit Suisse June 2007 - December 2008
Ascend Capital June 2006 - June 2007
Morgan Stanley June 2000 - June 2006
SBC Warburg April 1994 - June 2000
Skills
Banking, Alternative Investments, Pensions, Relationship Management, Asset Allocation, Retail Banking, Asset Management, Credit, Wealth Management, Series 7, Investment Strategies, Investment Advisory, Securities, Bonds, Wealth, Investment Management, Structured Products, Funding, Structured Finance, Wealth Management..., Options, Finance, Cross Selling, Equity Derivatives, High Net Worth..., Hedging, Equities, Portfolio Management, Mutual Funds, Investments, Hedge Funds, Capital Markets, Fixed Income
Education
University of San Diego 1990 — 1992
BA, Sociology
Crossover Capital LLC September 2015 - Present
Forward Management March 2014 - August 2015
Insikt Inc. May 2013 - March 2014
Barclays Wealth June 2010 - May 2013
JMP Securities August 2009 - June 2010
Credit Suisse June 2007 - December 2008
Ascend Capital June 2006 - June 2007
Morgan Stanley June 2000 - June 2006
SBC Warburg April 1994 - June 2000
Skills
Banking, Alternative Investments, Pensions, Relationship Management, Asset Allocation, Retail Banking, Asset Management, Credit, Wealth Management, Series 7, Investment Strategies, Investment Advisory, Securities, Bonds, Wealth, Investment Management, Structured Products, Funding, Structured Finance, Wealth Management..., Options, Finance, Cross Selling, Equity Derivatives, High Net Worth..., Hedging, Equities, Portfolio Management, Mutual Funds, Investments, Hedge Funds, Capital Markets, Fixed Income
Education
University of San Diego 1990 — 1992
BA, Sociology
Stephanie Barnier, CFP® Stephanie Barnier, CFP®'s Morgan Stanley Experience 2007 - March 2011
Job Wealth Consultant at The Wealth Consulting Group
Industry Financial Services
Experience
The Wealth Consulting Group November 2014 - Present
Strategic Wealth Associates February 2011 - November 2014
Morgan Stanley 2007 - March 2011
KB Home 2002 - 2006
Skills
Investments, Risk Management, Portfolio Management, Retirement Strategies, Business Strategies, Certified Financial..., Financial Planning, Wealth Transfer, Wealth Preservation, Wealth Accumulation
Education
University of San Diego
BBA, Business
The Wealth Consulting Group November 2014 - Present
Strategic Wealth Associates February 2011 - November 2014
Morgan Stanley 2007 - March 2011
KB Home 2002 - 2006
Skills
Investments, Risk Management, Portfolio Management, Retirement Strategies, Business Strategies, Certified Financial..., Financial Planning, Wealth Transfer, Wealth Preservation, Wealth Accumulation
Education
University of San Diego
BBA, Business
Nashiya Moosa's Morgan Stanley Experience August 2015 - Present
Job Morgan Stanley
Industry
Experience
Morgan Stanley August 2015 - Present
Nichani Law Firm May 2013 - Present
India Waves Television Network August 2009 - Present
Starbucks August 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Social Media, Event Planning, Customer Service, Public Speaking, Social Media Marketing, Photoshop, Financial Analysis, Leadership, Marketing, Data Analysis, Fundraising, Public Relations, Event Management, Financial Modeling, Marketing Communications, Social Networking, Team Building, Television, Facebook
Education
University of San Francisco 2012 — 2016
Senior
University of San Francisco 2012 — 2016
Finance, General
Morgan Stanley August 2015 - Present
Nichani Law Firm May 2013 - Present
India Waves Television Network August 2009 - Present
Starbucks August 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Social Media, Event Planning, Customer Service, Public Speaking, Social Media Marketing, Photoshop, Financial Analysis, Leadership, Marketing, Data Analysis, Fundraising, Public Relations, Event Management, Financial Modeling, Marketing Communications, Social Networking, Team Building, Television, Facebook
Education
University of San Francisco 2012 — 2016
Senior
University of San Francisco 2012 — 2016
Finance, General
Raymond Agcaoili Raymond Agcaoili's Morgan Stanley Experience October 2007 - June 2008
Job Information Technology & Services Professional
Industry Information Technology and Services
Experience
Nomura Securities July 2010 - Present
AFSCME (D.C. 37) September 2008 - July 2010
Morgan Stanley October 2007 - June 2008
Nomura Securities April 2006 - July 2007
Universal Music Group December 1999 - April 2006
New Jersey Transit May 1999 - December 1999
Morgan Stanley July 1998 - December 1998
Lehman Brothers August 1997 - July 1998
PaineWebber May 1996 - July 1997
Education
University of Santo Tomas
Nomura Securities July 2010 - Present
AFSCME (D.C. 37) September 2008 - July 2010
Morgan Stanley October 2007 - June 2008
Nomura Securities April 2006 - July 2007
Universal Music Group December 1999 - April 2006
New Jersey Transit May 1999 - December 1999
Morgan Stanley July 1998 - December 1998
Lehman Brothers August 1997 - July 1998
PaineWebber May 1996 - July 1997
Education
University of Santo Tomas
John Schwab III John Schwab III's Morgan Stanley Experience April 1983 - December 2002
Job CFO
Industry Financial Services
Experience
SDH Group, Inc. August 2010 - Present
Duffield Investments, LLC August 2010 - Present
Innovation Industries July 2008 - August 2010
Sampson Group December 2007 - July 2008
Ameriprise Financial September 2006 - December 2007
Morgan Stanley April 1983 - December 2002
Education
University of Richmond 1977 — 1981
BS, Business Administration
SDH Group, Inc. August 2010 - Present
Duffield Investments, LLC August 2010 - Present
Innovation Industries July 2008 - August 2010
Sampson Group December 2007 - July 2008
Ameriprise Financial September 2006 - December 2007
Morgan Stanley April 1983 - December 2002
Education
University of Richmond 1977 — 1981
BS, Business Administration
Charles R. Shaw Charles R. Shaw's Morgan Stanley Experience August 2003 - September 2004
Job Head of US Product Marketing at Legg Mason
Industry Financial Services
Experience
Legg Mason April 2014 - Present
Sentinel Investments May 2009 - Present
Citigroup Asset Management September 2004 - January 2009
Morgan Stanley August 2003 - September 2004
American Skandia Marketing, Inc. 1999 - 2003
Optima Group, Inc. September 1993 - December 1999
State Street September 1989 - September 1993
Skills
Mutual Funds, Investments, Asset Managment, Marketing, Marketing Strategy, Product Management, Competitive Analysis, Financial Services, Leadership, Hedge Funds, Product Marketing, Digital Marketing, Retirement, Product Development, Equities, Entrepreneurship, Asset Management, Strategy, Business Strategy, Investment Management, Marketing Communications, New Business Development, Alternative Investments, Portfolio Management, Series 7, Relationship Management, Separately Managed..., Wealth Management
Education
University of Richmond 1984 — 1988
BA
Tabor Academy 1980 — 1984
Legg Mason April 2014 - Present
Sentinel Investments May 2009 - Present
Citigroup Asset Management September 2004 - January 2009
Morgan Stanley August 2003 - September 2004
American Skandia Marketing, Inc. 1999 - 2003
Optima Group, Inc. September 1993 - December 1999
State Street September 1989 - September 1993
Skills
Mutual Funds, Investments, Asset Managment, Marketing, Marketing Strategy, Product Management, Competitive Analysis, Financial Services, Leadership, Hedge Funds, Product Marketing, Digital Marketing, Retirement, Product Development, Equities, Entrepreneurship, Asset Management, Strategy, Business Strategy, Investment Management, Marketing Communications, New Business Development, Alternative Investments, Portfolio Management, Series 7, Relationship Management, Separately Managed..., Wealth Management
Education
University of Richmond 1984 — 1988
BA
Tabor Academy 1980 — 1984
Ryann Corin Ryann Corin's Morgan Stanley Experience June 2012 - Present
Job Campus Recruiter at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley June 2012 - Present
Morgan Stanley May 2011 - August 2011
Robins School of Business, University of Richmond January 2011 - May 2011
Morgan Stanley May 2010 - August 2010
Manhasset Womens Junior Coalition Against Breast Cancer 2003 - 2008
Skills
Marketing, Microsoft Office, Microsoft Excel, Financial Analysis, Social Media, PowerPoint, Public Speaking, Market Research
Education
University of Richmond - Robins School of Business 2008 — 2012
BSBA, Marketing/Management, General
St. Louis University 2010 — 2011
Business, History
Sacred Heart Academy 2004 — 2008
High School
Morgan Stanley June 2012 - Present
Morgan Stanley May 2011 - August 2011
Robins School of Business, University of Richmond January 2011 - May 2011
Morgan Stanley May 2010 - August 2010
Manhasset Womens Junior Coalition Against Breast Cancer 2003 - 2008
Skills
Marketing, Microsoft Office, Microsoft Excel, Financial Analysis, Social Media, PowerPoint, Public Speaking, Market Research
Education
University of Richmond - Robins School of Business 2008 — 2012
BSBA, Marketing/Management, General
St. Louis University 2010 — 2011
Business, History
Sacred Heart Academy 2004 — 2008
High School
Jennifer Bui Jennifer Bui's Morgan Stanley Experience December 2014 - April 2015
Job Recent Graduate from the University of San Francisco, looking for opportunities in The Greater Los Angeles Area
Industry Marketing and Advertising
Experience
Morgan Stanley December 2014 - April 2015
Apollo Education Group May 2014 - December 2014
Café Bunn Mi August 2013 - May 2014
Nine West September 2012 - June 2013
Intero Real Estate Services May 2012 - August 2012
Skills
Sales, Marketing, Social Media, Management, Microsoft Office, Social Networking, Microsoft Excel, Customer Service, PowerPoint, Marketing Strategy, Facebook, Social Media Marketing, Finance, Microsoft Word, Public Speaking, Networking, Market Analysis, Google Analytics, Tableau, Pivot Tables
Education
University of San Francisco 2011 — 2015
Bachelor of Science (B.S.), Marketing
University of San Francisco 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Archbishop Mitty School
Presentation High School
Morgan Stanley December 2014 - April 2015
Apollo Education Group May 2014 - December 2014
Café Bunn Mi August 2013 - May 2014
Nine West September 2012 - June 2013
Intero Real Estate Services May 2012 - August 2012
Skills
Sales, Marketing, Social Media, Management, Microsoft Office, Social Networking, Microsoft Excel, Customer Service, PowerPoint, Marketing Strategy, Facebook, Social Media Marketing, Finance, Microsoft Word, Public Speaking, Networking, Market Analysis, Google Analytics, Tableau, Pivot Tables
Education
University of San Francisco 2011 — 2015
Bachelor of Science (B.S.), Marketing
University of San Francisco 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Archbishop Mitty School
Presentation High School
Sarah Manning's Morgan Stanley Experience May 2009 - August 2009
Job Content Strategy, Social Media & Advocate Marketing Specialist
Industry Online Media
Experience
ServiceNow - The Enterprise Cloud Company January 2014 - Present
ServiceNow November 2012 - January 2014
Los Altos Town Crier December 2010 - January 2013
Clear Content Marketing (acquired by Skyword) May 2012 - September 2012
University of San Francisco December 2010 - December 2011
18 Rabbits May 2011 - September 2011
Foodbuzz January 2010 - August 2010
Gwen Francis Design Group February 2009 - August 2010
Morgan Stanley May 2009 - August 2009
Skills
Social Media, Marketing Communications, Social Media Marketing, Strategy, Cloud Computing, Project Management, Sales, Content Marketing, Copy Editing, Thought Leadership, Strategic Partnerships, Enterprise Software, Community Development, Customer Advocacy, Public Speaking, Writing, Leadership, Blogging, Food & Beverage
Education
University of San Francisco 2008 — 2012
BA, Communication Studies, emphasis in Business
ServiceNow - The Enterprise Cloud Company January 2014 - Present
ServiceNow November 2012 - January 2014
Los Altos Town Crier December 2010 - January 2013
Clear Content Marketing (acquired by Skyword) May 2012 - September 2012
University of San Francisco December 2010 - December 2011
18 Rabbits May 2011 - September 2011
Foodbuzz January 2010 - August 2010
Gwen Francis Design Group February 2009 - August 2010
Morgan Stanley May 2009 - August 2009
Skills
Social Media, Marketing Communications, Social Media Marketing, Strategy, Cloud Computing, Project Management, Sales, Content Marketing, Copy Editing, Thought Leadership, Strategic Partnerships, Enterprise Software, Community Development, Customer Advocacy, Public Speaking, Writing, Leadership, Blogging, Food & Beverage
Education
University of San Francisco 2008 — 2012
BA, Communication Studies, emphasis in Business
Joseph Hake Joseph Hake's Morgan Stanley Experience August 2008 - June 2010
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
JPMorgan Chase January 2012 - July 2015
JPMorgan Chase June 2010 - December 2011
Morgan Stanley August 2008 - June 2010
Merrill Lynch January 2008 - May 2008
Morgan Stanley June 2007 - August 2007
Skills
Series 7, Series 66, Series 31, Portfolio Management, FINRA, Investments, Uniform Combined State..., Loans, Series 63, Equities, Finance, Asset Allocation, Private Equity, Trading, Investment Management, Management
Education
University of San Diego 2004 — 2008
Business Finance, Finance/Accounting
University of Virgina 2006 — 2006
Semester at Sea Study Abroad Program, Fall Semester - 2006
Goldman Sachs July 2015 - Present
JPMorgan Chase January 2012 - July 2015
JPMorgan Chase June 2010 - December 2011
Morgan Stanley August 2008 - June 2010
Merrill Lynch January 2008 - May 2008
Morgan Stanley June 2007 - August 2007
Skills
Series 7, Series 66, Series 31, Portfolio Management, FINRA, Investments, Uniform Combined State..., Loans, Series 63, Equities, Finance, Asset Allocation, Private Equity, Trading, Investment Management, Management
Education
University of San Diego 2004 — 2008
Business Finance, Finance/Accounting
University of Virgina 2006 — 2006
Semester at Sea Study Abroad Program, Fall Semester - 2006
Jamie Dec Jamie Dec's Morgan Stanley Experience June 1997 - April 2000
Job Portfolio Manager at Telluride Asset Management
Industry Capital Markets
Experience
Telluride Asset Management August 2012 - Present
Alpine Partners VI, LLC December 2010 - August 2012
J.P. Morgan April 2000 - December 2010
Morgan Stanley June 1997 - April 2000
Skills
Equities, Portfolio Management, Trading, Asset Management, Derivatives, Alternative Investments, Investments, Fixed Income, Capital Markets, Exchange Traded..., Hedge Funds, Trading Systems, Trading Strategies, Product Development, Product Launch, ETFs, Microsoft Excel, Bloomberg, Management, Indexing, Index Arbitrage, PowerPoint, Reuters 3000, Equity Research
Education
University of Rochester - Simon Business School 1996 — 1997
Business Management Studies Certification, Finance
University of Rochester 1993 — 1997
Bachelor of Arts (B.A.), Economics
Telluride Asset Management August 2012 - Present
Alpine Partners VI, LLC December 2010 - August 2012
J.P. Morgan April 2000 - December 2010
Morgan Stanley June 1997 - April 2000
Skills
Equities, Portfolio Management, Trading, Asset Management, Derivatives, Alternative Investments, Investments, Fixed Income, Capital Markets, Exchange Traded..., Hedge Funds, Trading Systems, Trading Strategies, Product Development, Product Launch, ETFs, Microsoft Excel, Bloomberg, Management, Indexing, Index Arbitrage, PowerPoint, Reuters 3000, Equity Research
Education
University of Rochester - Simon Business School 1996 — 1997
Business Management Studies Certification, Finance
University of Rochester 1993 — 1997
Bachelor of Arts (B.A.), Economics
Mike Eshelman's Morgan Stanley Experience October 2003 - April 2004
Job VP of Marketing at First Direct Lending
Industry Marketing and Advertising
Experience
First Direct Lending April 2014 - Present
Kids Konnected June 2013 - June 2015
CashCall, Inc. April 2013 - April 2014
ClosedVisor December 2008 - April 2013
ConsumerDirect - the makers of SmartCredit.com September 2010 - September 2012
LeadPoint, Inc January 2006 - October 2008
LeadPoint January 2006 - October 2008
LendingTree July 2004 - November 2005
Morgan Stanley October 2003 - April 2004
Progressive America, Inc June 2002 - September 2003
Skills
Lead Generation, Start-ups, Web Marketing, Mortgage Lending, Financial Services, Credit Scoring, Customer Acquisition, Affiliate Marketing, Online Advertising, Strategic Partnerships, Analytics, PPC, SEM, Credit Reports, Salesforce.com, Marketing, Product Management, SEO, CRM, Social Media Marketing, Account Management, Business Development, Entrepreneurship, Email Marketing, Selling, Leadership, B2B, Online Marketing, Sales Management, Digital Strategy, New Business Development, Advertising, Strategy, Training, Management, Sales Operations, Google Analytics, Competitive Analysis, Cold Calling, Digital Marketing, Digital Media, Online Lead Generation, Sales, Web Analytics, Direct Marketing, E-commerce, Enterprise Software, Product Marketing, Mobile Marketing, Marketing Strategy
Education
University of Southern California 1998 — 2002
Bachelor's, Economics
Loara 1994 — 1998
3.9
University of San Francisco
Internet Marketing
First Direct Lending April 2014 - Present
Kids Konnected June 2013 - June 2015
CashCall, Inc. April 2013 - April 2014
ClosedVisor December 2008 - April 2013
ConsumerDirect - the makers of SmartCredit.com September 2010 - September 2012
LeadPoint, Inc January 2006 - October 2008
LeadPoint January 2006 - October 2008
LendingTree July 2004 - November 2005
Morgan Stanley October 2003 - April 2004
Progressive America, Inc June 2002 - September 2003
Skills
Lead Generation, Start-ups, Web Marketing, Mortgage Lending, Financial Services, Credit Scoring, Customer Acquisition, Affiliate Marketing, Online Advertising, Strategic Partnerships, Analytics, PPC, SEM, Credit Reports, Salesforce.com, Marketing, Product Management, SEO, CRM, Social Media Marketing, Account Management, Business Development, Entrepreneurship, Email Marketing, Selling, Leadership, B2B, Online Marketing, Sales Management, Digital Strategy, New Business Development, Advertising, Strategy, Training, Management, Sales Operations, Google Analytics, Competitive Analysis, Cold Calling, Digital Marketing, Digital Media, Online Lead Generation, Sales, Web Analytics, Direct Marketing, E-commerce, Enterprise Software, Product Marketing, Mobile Marketing, Marketing Strategy
Education
University of Southern California 1998 — 2002
Bachelor's, Economics
Loara 1994 — 1998
3.9
University of San Francisco
Internet Marketing
Chris Kostoulas's Morgan Stanley Experience June 2011 - August 2013
Job Operations and Logistics Manager at Uber Technologies
Industry Internet
Experience
Uber Technologies August 2013 - Present
Uber Technologies February 2014 - February 2015
Morgan Stanley June 2011 - August 2013
Morgan Stanley June 2010 - August 2010
MDeverywhere June 2009 - August 2009
Skills
Series 7, Series 3, Series 63, Series 55, Bloomberg, Excel, Java, C++, Convertible Bonds, Convertible Securities, Volatility, Credit, Microsoft Excel, FINRA, Fixed Income, Logistics, Operations Management, Start-ups, Strategic Partnerships, Finance, Hedging
Education
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Science, Finance, Computer Science
Uber Technologies August 2013 - Present
Uber Technologies February 2014 - February 2015
Morgan Stanley June 2011 - August 2013
Morgan Stanley June 2010 - August 2010
MDeverywhere June 2009 - August 2009
Skills
Series 7, Series 3, Series 63, Series 55, Bloomberg, Excel, Java, C++, Convertible Bonds, Convertible Securities, Volatility, Credit, Microsoft Excel, FINRA, Fixed Income, Logistics, Operations Management, Start-ups, Strategic Partnerships, Finance, Hedging
Education
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Science, Finance, Computer Science
Hannah Whitney's Morgan Stanley Experience June 2012 - September 2012
Job Account Executive at Yelp
Industry Public Relations and Communications
Experience
Yelp May 2014 - Present
The Baked Bear May 2013 - May 2014
USD Athletics September 2012 - May 2013
Morgan Stanley June 2012 - September 2012
Victoria's Secret May 2010 - September 2010
Vincent's Farmers Market September 2009 - May 2010
Skills
Interpersonal..., Oral & Written..., Organizational..., PowerPoint, Microsoft Office, Public Speaking, Proposal Writing, Creative Solutions, Decisiveness, Social Media, Social Media Marketing, Facebook, Time Management, Press Releases, Social Networking
Education
University of San Diego 2010 — 2014
Double Bachelor of the Arts, English and Communication
Xavier College Preparatory 2006 — 2010
Yelp May 2014 - Present
The Baked Bear May 2013 - May 2014
USD Athletics September 2012 - May 2013
Morgan Stanley June 2012 - September 2012
Victoria's Secret May 2010 - September 2010
Vincent's Farmers Market September 2009 - May 2010
Skills
Interpersonal..., Oral & Written..., Organizational..., PowerPoint, Microsoft Office, Public Speaking, Proposal Writing, Creative Solutions, Decisiveness, Social Media, Social Media Marketing, Facebook, Time Management, Press Releases, Social Networking
Education
University of San Diego 2010 — 2014
Double Bachelor of the Arts, English and Communication
Xavier College Preparatory 2006 — 2010
James Accurso James Accurso's Morgan Stanley Experience 1993 - 1995
Job Director of Fixed Income Research at Mutual of America Capital Managment
Industry Financial Services
Experience
Mutual of America Capital Managment 2007 - Present
Radian Asset Assurance 2002 - 2007
MetLife 1995 - 2002
Morgan Stanley 1993 - 1995
Education
University of San Diego
Master of Business Administration (MBA), Finance
University of San Diego
Bachelor of Business Administration (BBA), Accounting
Mutual of America Capital Managment 2007 - Present
Radian Asset Assurance 2002 - 2007
MetLife 1995 - 2002
Morgan Stanley 1993 - 1995
Education
University of San Diego
Master of Business Administration (MBA), Finance
University of San Diego
Bachelor of Business Administration (BBA), Accounting
Danielle Roever Danielle Roever's Morgan Stanley Experience June 2009 - August 2009
Job Senior Manager, Product Development at BaubleBar Inc.
Industry Retail
Experience
BaubleBar Inc. March 2015 - Present
BaubleBar Inc. July 2012 - March 2015
BaubleBar Inc. August 2011 - July 2012
C. Wonder June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Education
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
St. Louis in Madrid 2009 — 2009
Sacred Heart Academy 2003 — 2007
BaubleBar Inc. March 2015 - Present
BaubleBar Inc. July 2012 - March 2015
BaubleBar Inc. August 2011 - July 2012
C. Wonder June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Education
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
St. Louis in Madrid 2009 — 2009
Sacred Heart Academy 2003 — 2007
Renee Minnis's Morgan Stanley Experience April 2001 - September 2002
Job Sr. Director, HR, Corporate Functions at Gap, Inc.
Industry Retail
Experience
Gap, Inc. January 2014 - Present
Gap Inc. October 2011 - January 2014
Gap Inc. November 2008 - September 2011
Gap Inc. June 2004 - November 2008
Gap Inc. October 2002 - June 2004
Morgan Stanley April 2001 - September 2002
Venturi Technology Partners September 1995 - February 2001
Modis Consulting June 1992 - September 1995
Fellows Consulting October 1991 - June 1992
Skills
Employee Relations, Human Resources, Performance Management, Succession Planning, Talent Management, Leadership, Onboarding, Organizational..., Personnel Management, Recruiting, Training
Education
University of San Francisco 1993 — 1995
MHROD, Human Resources & Organizational Development
Lewis & Clark College 1986 — 1991
BA, Business & Sociology
Gap, Inc. January 2014 - Present
Gap Inc. October 2011 - January 2014
Gap Inc. November 2008 - September 2011
Gap Inc. June 2004 - November 2008
Gap Inc. October 2002 - June 2004
Morgan Stanley April 2001 - September 2002
Venturi Technology Partners September 1995 - February 2001
Modis Consulting June 1992 - September 1995
Fellows Consulting October 1991 - June 1992
Skills
Employee Relations, Human Resources, Performance Management, Succession Planning, Talent Management, Leadership, Onboarding, Organizational..., Personnel Management, Recruiting, Training
Education
University of San Francisco 1993 — 1995
MHROD, Human Resources & Organizational Development
Lewis & Clark College 1986 — 1991
BA, Business & Sociology
Danielle Kaye Danielle Kaye's Morgan Stanley Experience August 2014 - December 2014
Job Enterprise Business Development Representative Sales Apprentice at Salesforce
Industry Marketing and Advertising
Experience
Salesforce May 2015 - Present
University of San Francisco May 2014 - May 2015
Zipcar January 2015 - April 2015
Nordstrom December 2014 - January 2015
Houzz October 2014 - January 2015
Lyft September 2014 - December 2014
Morgan Stanley August 2014 - December 2014
Deckers Brands September 2014 - November 2014
Nordstrom June 2014 - August 2014
Kisha Studio July 2013 - August 2014
Skills
Marketing, Community Outreach, Facebook, Public Speaking, Event Planning, Sales, Marketing Strategy, Social Networking, Event Management, Social Media, Public Relations, Management, Business Development, Social Media Marketing, Research, Marketing Communications, Advertising, PowerPoint, Blogging, Spanish, Editing, Microsoft Office, Time Management, Teamwork
Education
University of San Francisco 2011 — 2015
Bachelor of Science (BS), Marketing
Chaparral High School 2007 — 2011
High School Diploma
Salesforce May 2015 - Present
University of San Francisco May 2014 - May 2015
Zipcar January 2015 - April 2015
Nordstrom December 2014 - January 2015
Houzz October 2014 - January 2015
Lyft September 2014 - December 2014
Morgan Stanley August 2014 - December 2014
Deckers Brands September 2014 - November 2014
Nordstrom June 2014 - August 2014
Kisha Studio July 2013 - August 2014
Skills
Marketing, Community Outreach, Facebook, Public Speaking, Event Planning, Sales, Marketing Strategy, Social Networking, Event Management, Social Media, Public Relations, Management, Business Development, Social Media Marketing, Research, Marketing Communications, Advertising, PowerPoint, Blogging, Spanish, Editing, Microsoft Office, Time Management, Teamwork
Education
University of San Francisco 2011 — 2015
Bachelor of Science (BS), Marketing
Chaparral High School 2007 — 2011
High School Diploma
Franchesca Francis's Morgan Stanley Experience September 2008 - May 2009
Job Tapjoy at Tapjoy
Industry Venture Capital & Private Equity
Experience
Tapjoy May 2015 - Present
Mina Group November 2013 - June 2015
Pereira & O'Dell May 2013 - November 2013
Medrio May 2012 - May 2013
StartUpperz February 2011 - March 2012
Venrock June 2010 - April 2011
EZShield October 2009 - March 2010
Morgan Stanley September 2008 - May 2009
Emergence Capital Partners February 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Salesforce.com, CRM, Event Planning, Customer Service, Social Media, Google Apps, Human Resources, Outlook, Management, Time Management, Accounting, Executive..., Venture Capital, Start-ups, Accounts Payable, Calendaring
Education
University of San Francisco 2005 — 2008
Bachelor of Arts (B.A.), Economics
Tapjoy May 2015 - Present
Mina Group November 2013 - June 2015
Pereira & O'Dell May 2013 - November 2013
Medrio May 2012 - May 2013
StartUpperz February 2011 - March 2012
Venrock June 2010 - April 2011
EZShield October 2009 - March 2010
Morgan Stanley September 2008 - May 2009
Emergence Capital Partners February 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Salesforce.com, CRM, Event Planning, Customer Service, Social Media, Google Apps, Human Resources, Outlook, Management, Time Management, Accounting, Executive..., Venture Capital, Start-ups, Accounts Payable, Calendaring
Education
University of San Francisco 2005 — 2008
Bachelor of Arts (B.A.), Economics
Kevin McKnight Kevin McKnight's Morgan Stanley Experience May 2013 - August 2013
Job Analyst Intern at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments May 2014 - Present
Morgan Stanley May 2013 - August 2013
Carlouel Yacht Club May 2012 - August 2012
Publix Super Markets April 2008 - June 2011
Skills
AED, Cpr Certified, Microsoft Office, Microsoft Office..., Customer Service, Organizational..., Project Planning, Project Management, Campaign Strategies, Marketing Strategy, Written & Oral...
Education
University of Richmond 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Management and Operations
Vrije Universiteit Brussel 2014 — 2014
Bachelor of Science (B.S.), International Business
Calvary Christian High School 2008 — 2012
High School, 4.0
Franklin Templeton Investments May 2014 - Present
Morgan Stanley May 2013 - August 2013
Carlouel Yacht Club May 2012 - August 2012
Publix Super Markets April 2008 - June 2011
Skills
AED, Cpr Certified, Microsoft Office, Microsoft Office..., Customer Service, Organizational..., Project Planning, Project Management, Campaign Strategies, Marketing Strategy, Written & Oral...
Education
University of Richmond 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Management and Operations
Vrije Universiteit Brussel 2014 — 2014
Bachelor of Science (B.S.), International Business
Calvary Christian High School 2008 — 2012
High School, 4.0
Thomas Greene CISSP, CISM Thomas Greene CISSP, CISM's Morgan Stanley Experience September 2014 - July 2015
Job Vice President at JPMorgan Chase & Co.
Industry Investment Banking
Experience
JPMorgan Chase & Co. July 2015 - Present
Morgan Stanley September 2014 - July 2015
Morgan Stanley March 2010 - September 2014
Morgan Stanley May 2009 - March 2010
Morgan Stanley March 2007 - May 2009
Morgan Stanley September 2001 - March 2007
Stockpoint (now part of Dow Jones) January 1998 - August 2001
Skills
Risk Management, Vendor Management, Business Continuity..., Information Technology, CISSP, ITIL, Risk Assessment, IT Service Management, Disaster Recovery, Customer Service, IT Risk, Analysis, CISM, Security, Customer Relations, FFIEC, Staff Development, MIS, Deployment, Business Requirements, Compliance, Regulations, COBIT, ISO, Risk Governance, Integration, Management, IT Management, Business Continuity
Education
University of San Francisco
BS, Management Information Systems
JPMorgan Chase & Co. July 2015 - Present
Morgan Stanley September 2014 - July 2015
Morgan Stanley March 2010 - September 2014
Morgan Stanley May 2009 - March 2010
Morgan Stanley March 2007 - May 2009
Morgan Stanley September 2001 - March 2007
Stockpoint (now part of Dow Jones) January 1998 - August 2001
Skills
Risk Management, Vendor Management, Business Continuity..., Information Technology, CISSP, ITIL, Risk Assessment, IT Service Management, Disaster Recovery, Customer Service, IT Risk, Analysis, CISM, Security, Customer Relations, FFIEC, Staff Development, MIS, Deployment, Business Requirements, Compliance, Regulations, COBIT, ISO, Risk Governance, Integration, Management, IT Management, Business Continuity
Education
University of San Francisco
BS, Management Information Systems
Chris Mague Chris Mague's Morgan Stanley Experience August 2002 - June 2004
Job Principal at Shokunin Consulting, LLC
Industry Information Technology and Services
Experience
Shokunin Consulting, LLC November 2012 - Present
Moovweb February 2011 - December 2012
BrightRoll March 2010 - February 2011
Ironport Systems January 2008 - March 2010
Cisco Systems 2008 - March 2010
Danger, INC October 2004 - January 2008
Morgan Stanley August 2002 - June 2004
Perot Systems 2001 - 2002
Forefront Technologies 1999 - 2001
Nippon Riku-un Sangyo April 1997 - January 1999
Skills
Linux, Unix, Ruby, Puppet, Graphite, Cloud Computing, System Administration, Git, Python, Nagios, Amazon Web Services..., FreeBSD, Solaris, Apache, MySQL, DevOps, Ruby on Rails, Servers, nginx, Bash, Software Engineering, Japanese Fluency, Distributed Systems, Start-ups, SAN, Sinatra, Varnish, Bind, Agile Methodologies, Shell Scripting, CentOS, TCP/IP, High Availability, Postfix, System Architecture, Open Source, Linux System..., PostgreSQL, Chef, Subversion, RabbitMQ, Mcollective, icinga, Go, Consulting, SOA, C, Redis, Squid
Education
University of San Francisco 1993 — 1994
Bachelor of Science, Chemistry
Shokunin Consulting, LLC November 2012 - Present
Moovweb February 2011 - December 2012
BrightRoll March 2010 - February 2011
Ironport Systems January 2008 - March 2010
Cisco Systems 2008 - March 2010
Danger, INC October 2004 - January 2008
Morgan Stanley August 2002 - June 2004
Perot Systems 2001 - 2002
Forefront Technologies 1999 - 2001
Nippon Riku-un Sangyo April 1997 - January 1999
Skills
Linux, Unix, Ruby, Puppet, Graphite, Cloud Computing, System Administration, Git, Python, Nagios, Amazon Web Services..., FreeBSD, Solaris, Apache, MySQL, DevOps, Ruby on Rails, Servers, nginx, Bash, Software Engineering, Japanese Fluency, Distributed Systems, Start-ups, SAN, Sinatra, Varnish, Bind, Agile Methodologies, Shell Scripting, CentOS, TCP/IP, High Availability, Postfix, System Architecture, Open Source, Linux System..., PostgreSQL, Chef, Subversion, RabbitMQ, Mcollective, icinga, Go, Consulting, SOA, C, Redis, Squid
Education
University of San Francisco 1993 — 1994
Bachelor of Science, Chemistry
Nick Dieter Nick Dieter's Morgan Stanley Experience November 2003 - February 2005
Job Vice President, Group Health Insurance & Employee Benefits
Industry Insurance
Experience
MOC Insurance Services January 2008 - Present
Paul Financial February 2005 - September 2007
Morgan Stanley November 2003 - February 2005
Merrill Lynch October 2002 - May 2003
Skills
Investments, Retirement Planning, Insurance, Financial Advisory, Portfolio Management, Risk Management, Employee Benefits, Finance, Marketing, Sales, Lead Generation, Analysis, Cold Calling, Loans, Management, Leadership, Strategic Planning, Customer Service, Underwriting, Mortgage Lending, Team Building, Marketing Strategy, Business Development, Sales Management
Education
University of San Francisco 1998 — 2002
Finance, BSBA Finance
Marin Catholic High School 1994 — 1998
MOC Insurance Services January 2008 - Present
Paul Financial February 2005 - September 2007
Morgan Stanley November 2003 - February 2005
Merrill Lynch October 2002 - May 2003
Skills
Investments, Retirement Planning, Insurance, Financial Advisory, Portfolio Management, Risk Management, Employee Benefits, Finance, Marketing, Sales, Lead Generation, Analysis, Cold Calling, Loans, Management, Leadership, Strategic Planning, Customer Service, Underwriting, Mortgage Lending, Team Building, Marketing Strategy, Business Development, Sales Management
Education
University of San Francisco 1998 — 2002
Finance, BSBA Finance
Marin Catholic High School 1994 — 1998
Sydney Freeman Sydney Freeman's Morgan Stanley Experience June 2012 - August 2012
Job Client Strategist Intern at PwC
Industry Financial Services
Experience
PwC June 2014 - Present
The White House January 2015 - May 2015
Office of Multicultural Affairs September 2013 - January 2014
Congressman Payne May 2013 - June 2013
Montclair Learning Center January 2013 - May 2013
Morgan Stanley June 2012 - August 2012
Skills
Research, PowerPoint, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Public Speaking, C++, Java, Keynote, Creative Writing, Business Analysis, Financial Market..., Leadership
Education
University of Richmond 2013 — 2017
Bachelor's Degree
Montclair Kimberley Academy 2009 — 2013
High School
PwC June 2014 - Present
The White House January 2015 - May 2015
Office of Multicultural Affairs September 2013 - January 2014
Congressman Payne May 2013 - June 2013
Montclair Learning Center January 2013 - May 2013
Morgan Stanley June 2012 - August 2012
Skills
Research, PowerPoint, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Public Speaking, C++, Java, Keynote, Creative Writing, Business Analysis, Financial Market..., Leadership
Education
University of Richmond 2013 — 2017
Bachelor's Degree
Montclair Kimberley Academy 2009 — 2013
High School
Tanuja Pulakhandam, CFA Tanuja Pulakhandam, CFA's Morgan Stanley Experience 1994 - 1998
Job Senior Vice President Product Manager at HSBC Private Bank
Industry Investment Management
Experience
HSBC Private Bank February 2007 - Present
HSBC Global Asset Management 2001 - January 2007
Lehman Brothers 1998 - 2000
Morgan Stanley 1994 - 1998
Office of Management and Budget, New York City June 1990 - December 1992
Skills
Investments, Product Management, Wealth Management, Asset Allocation, Asset Management, Business Development, Alternative Investments, Asset Managment, Emerging Markets, Mutual Funds, Structured Products, Capital Markets, Private Banking, Hedge Funds, Wealth Management..., Fixed Income, Trading, Equities, Portfolio Management, Finance, Investment Management, Investment Strategies, Investment Advisory, Financial Markets
Education
University of Rochester - Simon Business School 1993 — 1994
MBA, Finance
HSBC Private Bank February 2007 - Present
HSBC Global Asset Management 2001 - January 2007
Lehman Brothers 1998 - 2000
Morgan Stanley 1994 - 1998
Office of Management and Budget, New York City June 1990 - December 1992
Skills
Investments, Product Management, Wealth Management, Asset Allocation, Asset Management, Business Development, Alternative Investments, Asset Managment, Emerging Markets, Mutual Funds, Structured Products, Capital Markets, Private Banking, Hedge Funds, Wealth Management..., Fixed Income, Trading, Equities, Portfolio Management, Finance, Investment Management, Investment Strategies, Investment Advisory, Financial Markets
Education
University of Rochester - Simon Business School 1993 — 1994
MBA, Finance
Evan Kurtz, CFA Evan Kurtz, CFA's Morgan Stanley Experience May 2006 - Present
Job Vice President, Equity Research at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2006 - Present
Skills
Financial Modeling, Valuation, Commodity, Steel, Equities, Financial Markets, Equity Research, Business Strategy, Forecasting, Financial Analysis, Investments, Competitive Analysis, Investment Banking, IPO, Hedge Funds, Corporate Finance, Analysis, Capital Markets, Financial Services, Investor Relations
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA
University of Rochester 1992 — 1996
1996
Morgan Stanley May 2006 - Present
Skills
Financial Modeling, Valuation, Commodity, Steel, Equities, Financial Markets, Equity Research, Business Strategy, Forecasting, Financial Analysis, Investments, Competitive Analysis, Investment Banking, IPO, Hedge Funds, Corporate Finance, Analysis, Capital Markets, Financial Services, Investor Relations
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA
University of Rochester 1992 — 1996
1996
Jason Venditti, CLTC Jason Venditti, CLTC's Morgan Stanley Experience May 2005 - July 2006
Job Sales Manager at Mass Mutual Central New York
Industry Financial Services
Experience
MassMutual Financial Group February 2014 - Present
Pinnacle Investments, LLC February 2009 - February 2014
Northwestern Mutual Financial Network May 2006 - February 2009
Morgan Stanley May 2005 - July 2006
University of Rochester September 2001 - May 2005
Skills
Investments, Retirement Planning, Insurance, Life Insurance, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Fixed Annuities, 401k, Estate Planning, Securities, Retirement, Risk Management, Finance
Education
University of Rochester 2001 — 2005
BA, Economics
CBA 1996 — 2001
MassMutual Financial Group February 2014 - Present
Pinnacle Investments, LLC February 2009 - February 2014
Northwestern Mutual Financial Network May 2006 - February 2009
Morgan Stanley May 2005 - July 2006
University of Rochester September 2001 - May 2005
Skills
Investments, Retirement Planning, Insurance, Life Insurance, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Fixed Annuities, 401k, Estate Planning, Securities, Retirement, Risk Management, Finance
Education
University of Rochester 2001 — 2005
BA, Economics
CBA 1996 — 2001
Joseph C. Chang's Morgan Stanley Experience October 2000 - January 2010
Job Social Business Manager, Certified Usability Analyst, Certified Social Marketing Associate, Prudential Financial, Inc.
Industry Financial Services
Experience
Prudential Financial September 2013 - Present
Prudential Financial June 2011 - September 2013
Goldman Sachs October 2010 - March 2011
David Yum Architects August 2010 - October 2010
Oppenheimer & Co. Inc. April 2010 - July 2010
Morgan Stanley October 2000 - January 2010
TD Ameritrade October 1998 - October 2000
TD Ameritrade February 1996 - October 1998
Skills
Financial Markets, Usability, Information Architecture, Content Management, Email Marketing, Web Analytics, SEO, Paper Prototyping, Writing For The Web, HTML, JavaScript, CSS, Adobe Acrobat, Photoshop Elements, Illustrator, Dreamweaver, Camtasia, Visio, WebTrends, Google Analytics, Documentum, Series 7, Series 63, Competitive Analysis, Integrated Marketing, Project Management, Online Marketing, Alternative Investments, Web Design, CRM, Analytics, E-commerce, Digital Strategy, Direct Marketing, Marketing, Strategy, Marketing Management, Content Strategy, Social Media, Corporate Branding, Salesforce.com, Mobile Devices, Web Content Management, Leadership
Education
University of Rochester
BA, Economics
Prudential Financial September 2013 - Present
Prudential Financial June 2011 - September 2013
Goldman Sachs October 2010 - March 2011
David Yum Architects August 2010 - October 2010
Oppenheimer & Co. Inc. April 2010 - July 2010
Morgan Stanley October 2000 - January 2010
TD Ameritrade October 1998 - October 2000
TD Ameritrade February 1996 - October 1998
Skills
Financial Markets, Usability, Information Architecture, Content Management, Email Marketing, Web Analytics, SEO, Paper Prototyping, Writing For The Web, HTML, JavaScript, CSS, Adobe Acrobat, Photoshop Elements, Illustrator, Dreamweaver, Camtasia, Visio, WebTrends, Google Analytics, Documentum, Series 7, Series 63, Competitive Analysis, Integrated Marketing, Project Management, Online Marketing, Alternative Investments, Web Design, CRM, Analytics, E-commerce, Digital Strategy, Direct Marketing, Marketing, Strategy, Marketing Management, Content Strategy, Social Media, Corporate Branding, Salesforce.com, Mobile Devices, Web Content Management, Leadership
Education
University of Rochester
BA, Economics
Lydia Chiu's Morgan Stanley Experience February 2007 - May 2007
Job
Industry Banking
Experience
George Weiss Associates February 2015 - Present
Sureview Capital January 2013 - December 2014
Sureview Capital June 2010 - December 2012
Credit Suisse July 2007 - June 2010
Morgan Stanley February 2007 - May 2007
Skills
Equities, Bloomberg, Fixed Income, Hedge Funds, Equity Research, Alternative Investments
Education
University of Rochester 2002 — 2007
BA, Economics
George Weiss Associates February 2015 - Present
Sureview Capital January 2013 - December 2014
Sureview Capital June 2010 - December 2012
Credit Suisse July 2007 - June 2010
Morgan Stanley February 2007 - May 2007
Skills
Equities, Bloomberg, Fixed Income, Hedge Funds, Equity Research, Alternative Investments
Education
University of Rochester 2002 — 2007
BA, Economics
Tess Farris Montgomery's Morgan Stanley Experience 2015 - Present
Job Registered Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2015 - Present
Private Client Services / Kentucky Financial Group, Inc. 2012 - 2015
Genworth Financial 2005 - 2011
Physicians Insurance Consultants 2003 - 2005
PLANCO 2000 - 2003
Skills
Sales, Sales Operations, Training, Financial Services, Microsoft Excel, Fixed Annuities, Marketing, Analysis, Employee Benefits, Investments, Insurance, Management, Mutual Funds, Life Insurance
Education
Bon Secours Memorial School of Nursing 2009 — 2011
University of Richmond 2005 — 2009
Morgan Stanley 2015 - Present
Private Client Services / Kentucky Financial Group, Inc. 2012 - 2015
Genworth Financial 2005 - 2011
Physicians Insurance Consultants 2003 - 2005
PLANCO 2000 - 2003
Skills
Sales, Sales Operations, Training, Financial Services, Microsoft Excel, Fixed Annuities, Marketing, Analysis, Employee Benefits, Investments, Insurance, Management, Mutual Funds, Life Insurance
Education
Bon Secours Memorial School of Nursing 2009 — 2011
University of Richmond 2005 — 2009
Elaine Diones's Morgan Stanley Experience March 1995 - January 2005
Job Vice PresidentWealth ManagementFinancial Advisor
Industry Financial Services
Experience
Smith Barney January 2005 - Present
Morgan Stanley March 1995 - January 2005
Education
University of San Diego 1978 — 1982
Smith Barney January 2005 - Present
Morgan Stanley March 1995 - January 2005
Education
University of San Diego 1978 — 1982
Kalpana Telikepali's Morgan Stanley Experience March 2009 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2009 - Present
Merrill Lynch September 1999 - March 2009
Barclays Capital September 1997 - September 1999
Skills
Financial Modeling, Risk Management, Equities, Fixed Income, Derivatives, Capital Markets
Education
University of Rochester - Simon Business School 1994 — 1996
Morgan Stanley March 2009 - Present
Merrill Lynch September 1999 - March 2009
Barclays Capital September 1997 - September 1999
Skills
Financial Modeling, Risk Management, Equities, Fixed Income, Derivatives, Capital Markets
Education
University of Rochester - Simon Business School 1994 — 1996
John Hsu, CFA's Morgan Stanley Experience June 2002 - September 2002
Job Senior Equity Research Associate at Raymond James
Industry Financial Services
Experience
Raymond James February 2014 - Present
Cerulli Associates October 2008 - January 2014
Guardian Investor Services LLC October 2003 - October 2008
Wachovia Securities May 2003 - September 2003
Morgan Stanley June 2002 - September 2002
Skills
Alternative Investments, Mutual Funds, Investments, Investment Strategies, Asset Management, Private Equity, Equities, Hedge Funds, Investment Management, Asset Allocation, Asset Managment, Bloomberg, Financial Markets, Retirement, Portfolio Management, Financial Advisory, Series 63, 401k, Analysis, Fixed Income, Derivatives, Securities, Financial Modeling, Microsoft Excel, Institutional..., Chartered Financial..., Separately Managed..., Pension Funds, Yoga, Fitness Training, Weight Training, Valuation Modeling, Equity Research, Valuation
Education
University of Rochester 1999 — 2003
Bachelor of Arts, Economics, with Chinese minor
Raymond James February 2014 - Present
Cerulli Associates October 2008 - January 2014
Guardian Investor Services LLC October 2003 - October 2008
Wachovia Securities May 2003 - September 2003
Morgan Stanley June 2002 - September 2002
Skills
Alternative Investments, Mutual Funds, Investments, Investment Strategies, Asset Management, Private Equity, Equities, Hedge Funds, Investment Management, Asset Allocation, Asset Managment, Bloomberg, Financial Markets, Retirement, Portfolio Management, Financial Advisory, Series 63, 401k, Analysis, Fixed Income, Derivatives, Securities, Financial Modeling, Microsoft Excel, Institutional..., Chartered Financial..., Separately Managed..., Pension Funds, Yoga, Fitness Training, Weight Training, Valuation Modeling, Equity Research, Valuation
Education
University of Rochester 1999 — 2003
Bachelor of Arts, Economics, with Chinese minor
Randall Yang's Morgan Stanley Experience July 1987 - March 1992
Job Production Support Manager at Chase
Industry Banking
Experience
Chase January 2015 - Present
IBM / Express Scripts June 2013 - January 2015
Citibank / Smith Barney June 2007 - December 2012
Bank of America January 2003 - June 2007
Lehman Brothers March 1992 - January 2003
Morgan Stanley July 1987 - March 1992
Skills
Market Risk, Credit Risk, Fixed Income, Capital Markets, Equities, Trading Systems, Portfolio Management, Investment Banking, Financial Services, Derivatives, Risk Management, Hedge Funds, Securities, Banking, Wealth Management, SDLC, Alternative Investments, Asset Management, Vendor Management, Electronic Trading
Education
University of Rochester 1983 — 1987
Bachelor of Arts (B.A.), Economics / Political Science
Chase January 2015 - Present
IBM / Express Scripts June 2013 - January 2015
Citibank / Smith Barney June 2007 - December 2012
Bank of America January 2003 - June 2007
Lehman Brothers March 1992 - January 2003
Morgan Stanley July 1987 - March 1992
Skills
Market Risk, Credit Risk, Fixed Income, Capital Markets, Equities, Trading Systems, Portfolio Management, Investment Banking, Financial Services, Derivatives, Risk Management, Hedge Funds, Securities, Banking, Wealth Management, SDLC, Alternative Investments, Asset Management, Vendor Management, Electronic Trading
Education
University of Rochester 1983 — 1987
Bachelor of Arts (B.A.), Economics / Political Science
Juan Enrique Arreola's Morgan Stanley Experience July 2008 - November 2010
Job Manager at Ernst & Young FAAS
Industry Financial Services
Experience
EY September 2013 - Present
Vail Resorts May 2012 - March 2013
Morgan Stanley July 2008 - November 2010
EY January 2005 - April 2008
Skills
Private Equity, Corporate Finance, Valuation, Cash Flow, Financial Reporting, Accounting, SEC reporting, Financial Modeling, US GAAP, Real Estate, SEC filings, Mergers & Acquisitions, Finance, GAAP, Financial Analysis, Due Diligence, Management, Financial Statements, IFRS, Consolidation, Analysis, Financial Accounting, Variance Analysis, Budgets, Financial Services, CPA, Process Improvement
Education
University of San Diego - SBA 2004 — 2004
MAFM, Master of Accountancy & Financial Management
University of San Diego 2000 — 2004
B.Acc., Accountancy
EY September 2013 - Present
Vail Resorts May 2012 - March 2013
Morgan Stanley July 2008 - November 2010
EY January 2005 - April 2008
Skills
Private Equity, Corporate Finance, Valuation, Cash Flow, Financial Reporting, Accounting, SEC reporting, Financial Modeling, US GAAP, Real Estate, SEC filings, Mergers & Acquisitions, Finance, GAAP, Financial Analysis, Due Diligence, Management, Financial Statements, IFRS, Consolidation, Analysis, Financial Accounting, Variance Analysis, Budgets, Financial Services, CPA, Process Improvement
Education
University of San Diego - SBA 2004 — 2004
MAFM, Master of Accountancy & Financial Management
University of San Diego 2000 — 2004
B.Acc., Accountancy
Doug Florin's Morgan Stanley Experience May 2012 - Present
Job Morgan Stanley, Fixed Income & Commodities Sales
Industry Financial Services
Experience
Morgan Stanley May 2012 - Present
Merlin Securities April 2011 - February 2012
JP Morgan 2008 - 2011
Bear Stearns 2005 - 2008
National Football League 1999 - 1999
Fox Sports Net 1997 - 1999
Turner Sports 1995 - 1997
Washington Bullets 1995 - 1995
Skills
Hedge Funds, Series 7, Prime Brokerage, Fixed Income, Series 63, Series 24, Series 55, Equities, Client Service, Sales, Commodities, Client Onboarding, Derivatives, Capital Markets, Securities, Commodity, Settlement, Middle Office, Onboarding, Investment Banking, Bloomberg, Financial Services, Financial Markets, Options, Electronic Trading, Trading Systems, Trading
Education
University of Rochester
BA, Economics
William E. Simon School of Business
Management Certificate, Accounting & Finance
Morgan Stanley May 2012 - Present
Merlin Securities April 2011 - February 2012
JP Morgan 2008 - 2011
Bear Stearns 2005 - 2008
National Football League 1999 - 1999
Fox Sports Net 1997 - 1999
Turner Sports 1995 - 1997
Washington Bullets 1995 - 1995
Skills
Hedge Funds, Series 7, Prime Brokerage, Fixed Income, Series 63, Series 24, Series 55, Equities, Client Service, Sales, Commodities, Client Onboarding, Derivatives, Capital Markets, Securities, Commodity, Settlement, Middle Office, Onboarding, Investment Banking, Bloomberg, Financial Services, Financial Markets, Options, Electronic Trading, Trading Systems, Trading
Education
University of Rochester
BA, Economics
William E. Simon School of Business
Management Certificate, Accounting & Finance
Joshua Diamond's Morgan Stanley Experience April 2010 - September 2012
Job Senior Technical Consultant at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank September 2014 - Present
UBS Securities, LLC October 2012 - April 2014
Morgan Stanley April 2010 - September 2012
Merrill Lynch September 2006 - April 2010
NYFIX August 2003 - August 2006
Renaissance Trading Technologies September 2002 - August 2003
Robertson Stephens April 2000 - September 2002
JP Morgan September 1998 - April 2000
D. E. Shaw & Co. February 1997 - September 1998
Bear Stearns September 1988 - February 1997
Skills
Trading Systems, Electronic Trading, SDLC, Equities, Fixed Income, Trading, Business Analysis, C++, Java, Equity Trading, Leadership, Strategy, Order Management, Market Data, Derivatives, Exchange Connectivity, Management, Low Latency, Integration, Analysis, Operations Management, Project Planning, Project Management, C, Agile Project Management, Linux, Unix, Unix Shell Scripting, JavaScript, Google Apps, Google Webmaster Tools, Google Analytics, Google Adwords, Google Sites, Reference Data, Trading System
Education
University of Rochester 1983 — 1988
BA, Applied Mathematics / Computer Science
Deutsche Bank September 2014 - Present
UBS Securities, LLC October 2012 - April 2014
Morgan Stanley April 2010 - September 2012
Merrill Lynch September 2006 - April 2010
NYFIX August 2003 - August 2006
Renaissance Trading Technologies September 2002 - August 2003
Robertson Stephens April 2000 - September 2002
JP Morgan September 1998 - April 2000
D. E. Shaw & Co. February 1997 - September 1998
Bear Stearns September 1988 - February 1997
Skills
Trading Systems, Electronic Trading, SDLC, Equities, Fixed Income, Trading, Business Analysis, C++, Java, Equity Trading, Leadership, Strategy, Order Management, Market Data, Derivatives, Exchange Connectivity, Management, Low Latency, Integration, Analysis, Operations Management, Project Planning, Project Management, C, Agile Project Management, Linux, Unix, Unix Shell Scripting, JavaScript, Google Apps, Google Webmaster Tools, Google Analytics, Google Adwords, Google Sites, Reference Data, Trading System
Education
University of Rochester 1983 — 1988
BA, Applied Mathematics / Computer Science
Christopher Molloy's Morgan Stanley Experience July 1990 - January 1996
Job Managing Partner/Spruce Hill Associates
Industry Investment Management
Experience
Spruce Hill Associates March 2010 - Present
Barclays Capital, Global Wealth Management January 2007 - March 2010
Lehman Brothers December 2006 - November 2008
Statesmen Capital December 1997 - December 2006
Morgan Stanley July 1990 - January 1996
Skills
Capital Markets, Equities, Hedge Funds, Trading, Investments, Private Equity, Financial Services, Wealth Management, Investment Banking, Investment Advisory, Proprietary Trading, Portfolio Management, Emerging Markets, Management, Valuation, Mergers & Acquisitions, Alternative Investments, Mergers, Fixed Income, Asset Management, Corporate Development, Venture Capital, Securities
Education
University of Rochester - Simon Business School 1988 — 1990
MBA, Finance and Entrepreneurial Studies
Hobart & William Smith Colleges 1980 — 1984
BA, Political Science
Garden City High School 1977 — 1980
Spruce Hill Associates March 2010 - Present
Barclays Capital, Global Wealth Management January 2007 - March 2010
Lehman Brothers December 2006 - November 2008
Statesmen Capital December 1997 - December 2006
Morgan Stanley July 1990 - January 1996
Skills
Capital Markets, Equities, Hedge Funds, Trading, Investments, Private Equity, Financial Services, Wealth Management, Investment Banking, Investment Advisory, Proprietary Trading, Portfolio Management, Emerging Markets, Management, Valuation, Mergers & Acquisitions, Alternative Investments, Mergers, Fixed Income, Asset Management, Corporate Development, Venture Capital, Securities
Education
University of Rochester - Simon Business School 1988 — 1990
MBA, Finance and Entrepreneurial Studies
Hobart & William Smith Colleges 1980 — 1984
BA, Political Science
Garden City High School 1977 — 1980
Michelle Zagorski's Morgan Stanley Experience July 2005 - April 2007
Job Ernst & Young, Advisory, Financial Services Office
Industry Financial Services
Experience
EY March 2015 - Present
Lazard Asset Management July 2012 - March 2015
UBS November 2008 - July 2012
Morgan Stanley July 2005 - April 2007
Skills
Fixed Income, Series 7, Series 63, Wealth Management, Asset Managment, Bonds, Series 31, Series 66, Compliance, Alternative Investments, Asset Management, Derivatives, Equities, Equity Trading, FINRA, Hedge Funds, Investments, Portfolio Management, Securities, Structured Products, Trading, Trading Systems, Uniform Combined State..., Capital Markets, Bloomberg, Financial Services
Education
University of Richmond - Robins School of Business 1999 — 2005
Bachelor of Business Administration (BBA), Finance, Mathematics
Cox High School
EY March 2015 - Present
Lazard Asset Management July 2012 - March 2015
UBS November 2008 - July 2012
Morgan Stanley July 2005 - April 2007
Skills
Fixed Income, Series 7, Series 63, Wealth Management, Asset Managment, Bonds, Series 31, Series 66, Compliance, Alternative Investments, Asset Management, Derivatives, Equities, Equity Trading, FINRA, Hedge Funds, Investments, Portfolio Management, Securities, Structured Products, Trading, Trading Systems, Uniform Combined State..., Capital Markets, Bloomberg, Financial Services
Education
University of Richmond - Robins School of Business 1999 — 2005
Bachelor of Business Administration (BBA), Finance, Mathematics
Cox High School
Deborah Speyer's Morgan Stanley Experience November 2003 - June 2011
Job Managing Director at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management June 2011 - Present
Morgan Stanley November 2003 - June 2011
Morgan Stanley November 2000 - November 2003
Morgan Stanley November 1996 - November 2000
Gelncore Ltd September 1992 - November 1996
Chem Systems Inc 1981 - 1988
Skills
Trading Systems, Data Center, ITIL, Vendor Management, Management, IT Strategy, Investment Banking, Risk Management, Capital Markets, Derivatives, Fixed Income, Equities, Project Management, Information Technology, Business Analysis, Quality Assurance, Restructuring, Hedge Funds, Financial Services, Market Data, Integration
Education
University of Rochester 1981 — 1985
Bachelor of Science (B.S.), Chemical Engineering
Morgan Stanley Wealth Management June 2011 - Present
Morgan Stanley November 2003 - June 2011
Morgan Stanley November 2000 - November 2003
Morgan Stanley November 1996 - November 2000
Gelncore Ltd September 1992 - November 1996
Chem Systems Inc 1981 - 1988
Skills
Trading Systems, Data Center, ITIL, Vendor Management, Management, IT Strategy, Investment Banking, Risk Management, Capital Markets, Derivatives, Fixed Income, Equities, Project Management, Information Technology, Business Analysis, Quality Assurance, Restructuring, Hedge Funds, Financial Services, Market Data, Integration
Education
University of Rochester 1981 — 1985
Bachelor of Science (B.S.), Chemical Engineering
Christopher Pannell's Morgan Stanley Experience December 2002 - October 2003
Job Director, Corporate Development Mergers & Acquisitions at DaVita
Industry Hospital & Health Care
Experience
DaVita Kidney Care December 2012 - Present
DaVita Kidney Care December 2011 - December 2012
DaVita Kidney Care June 2006 - December 2011
Smith Barney October 2003 - May 2005
Morgan Stanley December 2002 - October 2003
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Due Diligence, Investments, Portfolio Management, DCF, Corporate Finance, Mergers, Strategic Financial..., Data Analysis, Healthcare, Bloomberg, Equities, Microsoft Excel, Strategic Planning
Education
University of Richmond - Robins School of Business 1996 — 2000
Bachelor of Science (BS), Business Administration
DaVita Kidney Care December 2012 - Present
DaVita Kidney Care December 2011 - December 2012
DaVita Kidney Care June 2006 - December 2011
Smith Barney October 2003 - May 2005
Morgan Stanley December 2002 - October 2003
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Due Diligence, Investments, Portfolio Management, DCF, Corporate Finance, Mergers, Strategic Financial..., Data Analysis, Healthcare, Bloomberg, Equities, Microsoft Excel, Strategic Planning
Education
University of Richmond - Robins School of Business 1996 — 2000
Bachelor of Science (BS), Business Administration
Michele Van Slooten (DiMauro)'s Morgan Stanley Experience September 2007 - Present
Job Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2007 - Present
KPMG M&A Transaction Services 2003 - 2007
Education
University of Richmond - Robins School of Business 1999 — 2003
Morgan Stanley September 2007 - Present
KPMG M&A Transaction Services 2003 - 2007
Education
University of Richmond - Robins School of Business 1999 — 2003
Gerrie Cowden's Morgan Stanley Experience September 1998 - November 2005
Job Administrative Assistant at University of Las Vegas Boyd School of Law
Industry Internet
Experience
University of Las Vegas Boyd School of Law June 2013 - Present
FinancialContent, Inc. November 2005 - November 2012
Morgan Stanley September 1998 - November 2005
Skills
Administrative..., Office Manager, Filing, Office 2010, Open Office, Inventorying, Teamwork, Teaching Classes, Expense Management, Salesforce.com
Education
University of San Francisco 1996 — 1998
University of Las Vegas Boyd School of Law June 2013 - Present
FinancialContent, Inc. November 2005 - November 2012
Morgan Stanley September 1998 - November 2005
Skills
Administrative..., Office Manager, Filing, Office 2010, Open Office, Inventorying, Teamwork, Teaching Classes, Expense Management, Salesforce.com
Education
University of San Francisco 1996 — 1998
Orestes Benitez's Morgan Stanley Experience 2004 - 2004
Job Compliance Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Deutsche Bank April 2014 - July 2015
Citi August 2013 - April 2014
Citi Global Markets June 2012 - July 2013
Citi Private Bank July 2010 - May 2012
Capgemini December 2009 - July 2010
Accenture March 2007 - December 2009
United States Marine Corps May 2001 - April 2004
Morgan Stanley 2004 - 2004
Skills
Program Management, Management Consulting, Risk Management, Business Analysis, Project Management, Strategy, Requirements Analysis, Financial Services, SDLC, Business Process..., Change Management, Team Leadership, Business Strategy, Business Process..., Strategic Planning, Analytics, Analysis, Process Improvement, IT Strategy, Capital Markets, CRM, Financial Modeling, Business Transformation, Business Intelligence, Governance, Business Process, Requirements Gathering, Business Development, Leadership, Management, Consulting, Visio, Business Planning
Education
University of Rochester 1997 — 2001
BA, Political Science
Friends Seminary 1993 — 1997
High School Diploma
Goldman Sachs July 2015 - Present
Deutsche Bank April 2014 - July 2015
Citi August 2013 - April 2014
Citi Global Markets June 2012 - July 2013
Citi Private Bank July 2010 - May 2012
Capgemini December 2009 - July 2010
Accenture March 2007 - December 2009
United States Marine Corps May 2001 - April 2004
Morgan Stanley 2004 - 2004
Skills
Program Management, Management Consulting, Risk Management, Business Analysis, Project Management, Strategy, Requirements Analysis, Financial Services, SDLC, Business Process..., Change Management, Team Leadership, Business Strategy, Business Process..., Strategic Planning, Analytics, Analysis, Process Improvement, IT Strategy, Capital Markets, CRM, Financial Modeling, Business Transformation, Business Intelligence, Governance, Business Process, Requirements Gathering, Business Development, Leadership, Management, Consulting, Visio, Business Planning
Education
University of Rochester 1997 — 2001
BA, Political Science
Friends Seminary 1993 — 1997
High School Diploma
Victor P Galvez's Morgan Stanley Experience November 2001 - December 2012
Job Vice President Senior International Financial Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
The Old Globe January 2005 - Present
Morgan Stanley November 2001 - December 2012
UBS January 1996 - November 2001
Merrill Lynch April 1993 - December 1995
Michigan National Corporation 1989 - 1992
Electronic Data Systems September 1985 - September 1988
Skills
Wealth Management, Series 7, Asset Allocation, Series 63, Portfolio Management, Investment Advisory, Alternative Investments, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Fixed Income, Asset Managment, High Net Worth..., Financial Analysis, Asset Management, Investment Strategies
Education
University of San Diego 1981 — 1985
Business/Managerial Economics
University of San Diego 1981 — 1985
Business/Managerial Economics
Hilltop High School
Merrill Lynch December 2012 - Present
The Old Globe January 2005 - Present
Morgan Stanley November 2001 - December 2012
UBS January 1996 - November 2001
Merrill Lynch April 1993 - December 1995
Michigan National Corporation 1989 - 1992
Electronic Data Systems September 1985 - September 1988
Skills
Wealth Management, Series 7, Asset Allocation, Series 63, Portfolio Management, Investment Advisory, Alternative Investments, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Fixed Income, Asset Managment, High Net Worth..., Financial Analysis, Asset Management, Investment Strategies
Education
University of San Diego 1981 — 1985
Business/Managerial Economics
University of San Diego 1981 — 1985
Business/Managerial Economics
Hilltop High School
Christopher Rogers's Morgan Stanley Experience August 2001 - February 2008
Job Senior Trader at Freepoint Commodities
Industry Financial Services
Experience
Freepoint Commodities June 2012 - Present
Macquarie Group May 2011 - June 2012
Louis Dreyfus Highbridge Energy March 2008 - February 2011
Morgan Stanley August 2001 - February 2008
Education
University of Richmond 1997 — 2001
University of Richmond - Robins School of Business 1997 — 2001
Finance
Freepoint Commodities June 2012 - Present
Macquarie Group May 2011 - June 2012
Louis Dreyfus Highbridge Energy March 2008 - February 2011
Morgan Stanley August 2001 - February 2008
Education
University of Richmond 1997 — 2001
University of Richmond - Robins School of Business 1997 — 2001
Finance
Chuck Mayle-Rosauri's Morgan Stanley Experience April 1996 - Present
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 1996 - Present
Citigroup Smith Barney 1996 - Present
Smith Barney January 1997 - June 2009
Citi Global Wealth Management April 1996 - June 2009
Morgan Stanley Smith Barney April 1996 - June 2009
Citi Smith Barney 1996 - June 2009
bankers trust 1993 - 1996
Education
University of Richmond
Morgan Stanley April 1996 - Present
Citigroup Smith Barney 1996 - Present
Smith Barney January 1997 - June 2009
Citi Global Wealth Management April 1996 - June 2009
Morgan Stanley Smith Barney April 1996 - June 2009
Citi Smith Barney 1996 - June 2009
bankers trust 1993 - 1996
Education
University of Richmond
Tony Taggart's Morgan Stanley Experience September 2004 - Present
Job Executive Director & Counsel at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2004 - Present
State of Utah July 1998 - September 2004
State of Utah July 1994 - July 1998
State of Utah December 1993 - July 1994
Education
University of San Diego School of Law 1990 — 1993
JD
University of Utah 1987 — 1990
BS & BA, Economics & Political Science
Morgan Stanley September 2004 - Present
State of Utah July 1998 - September 2004
State of Utah July 1994 - July 1998
State of Utah December 1993 - July 1994
Education
University of San Diego School of Law 1990 — 1993
JD
University of Utah 1987 — 1990
BS & BA, Economics & Political Science
Leslie Rolison's Morgan Stanley Experience 1996 - 1999
Job Chief Administrative Officer, Jennison Associates
Industry Financial Services
Experience
Jennison Associates January 2012 - Present
JP Morgan Chase 2007 - 2008
LR Associates, HR Consulting and Executive Coaching January 2000 - June 2003
Morgan Stanley 1996 - 1999
Citibank 1986 - 1999
Citigroup 1987 - 1996
Citibank 1987 - 1996
Skills
Equities, Investments, Hedge Funds, Asset Managment, Alternative Investments, Mutual Funds, Fixed Income, Financial Services, Human Resources, Securities, Capital Markets, Portfolio Management, Investment Banking, Asset Management
Education
University of Rochester 1977 — 1981
Jennison Associates January 2012 - Present
JP Morgan Chase 2007 - 2008
LR Associates, HR Consulting and Executive Coaching January 2000 - June 2003
Morgan Stanley 1996 - 1999
Citibank 1986 - 1999
Citigroup 1987 - 1996
Citibank 1987 - 1996
Skills
Equities, Investments, Hedge Funds, Asset Managment, Alternative Investments, Mutual Funds, Fixed Income, Financial Services, Human Resources, Securities, Capital Markets, Portfolio Management, Investment Banking, Asset Management
Education
University of Rochester 1977 — 1981
Jim Jontz's Morgan Stanley Experience 2001 - 2003
Job Principal at Applebox Productions
Industry Motion Pictures and Film
Experience
Applebox Productions August 2009 - Present
The Applebox Group LLC August 2003 - August 2009
Morgan Stanley 2001 - 2003
Applebox Productions 1990 - 2001
Smith Barney 1990 - 2000
Concept/NY September 1981 - December 1989
American Express 1980 - 1982
Skills
Video Production, Film, Television, Editing, Marketing, Video, Photography, Film Production, Video Editing, New Media, Documentaries, Post Production, Digital Media, Videography
Education
University of Virginia 1972 — 1974
MA, Theatre
University of Richmond 1965 — 1969
BA, Drama, Psychology
Applebox Productions August 2009 - Present
The Applebox Group LLC August 2003 - August 2009
Morgan Stanley 2001 - 2003
Applebox Productions 1990 - 2001
Smith Barney 1990 - 2000
Concept/NY September 1981 - December 1989
American Express 1980 - 1982
Skills
Video Production, Film, Television, Editing, Marketing, Video, Photography, Film Production, Video Editing, New Media, Documentaries, Post Production, Digital Media, Videography
Education
University of Virginia 1972 — 1974
MA, Theatre
University of Richmond 1965 — 1969
BA, Drama, Psychology
Natalie Gil-Sanchez's Morgan Stanley Experience July 2005 - January 2007
Job EA at Frazier Healthcare Ventures
Industry Venture Capital & Private Equity
Experience
Frazier Healthcare Ventures 2007 - Present
Morgan Stanley July 2005 - January 2007
Education
University of San Francisco 2006 — 2010
BS
Frazier Healthcare Ventures 2007 - Present
Morgan Stanley July 2005 - January 2007
Education
University of San Francisco 2006 — 2010
BS
Harlan Sur's Morgan Stanley Experience July 2000 - May 2008
Job Executive Director, Equity Research at J.P. Morgan
Industry Semiconductors
Experience
J.P. Morgan October 2009 - Present
IDC October 2008 - October 2009
Morgan Stanley July 2000 - May 2008
Philips Semiconductors 1999 - 2000
VLSI Technology 1992 - 1999
Samsung Semiconductor 1989 - 1992
Skills
Investments, Equity Research, Semiconductors, Semiconductor Industry, Business Development, Product Marketing, Valuation, Competitive Analysis, Venture Capital, Financial Modeling, Finance, Financial Markets, Investor Relations, Equities, Mergers & Acquisitions
Education
University of San Francisco - School of Management 1997 — 2000
MBA, Finance
University of Southern California 1985 — 1989
BSEE, Electrial Engineering
J.P. Morgan October 2009 - Present
IDC October 2008 - October 2009
Morgan Stanley July 2000 - May 2008
Philips Semiconductors 1999 - 2000
VLSI Technology 1992 - 1999
Samsung Semiconductor 1989 - 1992
Skills
Investments, Equity Research, Semiconductors, Semiconductor Industry, Business Development, Product Marketing, Valuation, Competitive Analysis, Venture Capital, Financial Modeling, Finance, Financial Markets, Investor Relations, Equities, Mergers & Acquisitions
Education
University of San Francisco - School of Management 1997 — 2000
MBA, Finance
University of Southern California 1985 — 1989
BSEE, Electrial Engineering
Susie Wallace's Morgan Stanley Experience 1991 - 1994
Job Owner, Thingz
Industry Retail
Experience
Thingz Contemporary Living 2004 - Present
Darden Restaurants 2000 - 2004
Deloitte Consulting 1996 - 2000
Morgan Stanley 1991 - 1994
Skills
Social Media Marketing, Interior Design, Business Strategy, CRM, Space planning, Furniture, New Business Development, Management Consulting, Start-ups, Sales Management
Education
The University of Chicago 1994 — 1996
MBA, Finance, Strategy
University of Rochester 1987 — 1991
Thingz Contemporary Living 2004 - Present
Darden Restaurants 2000 - 2004
Deloitte Consulting 1996 - 2000
Morgan Stanley 1991 - 1994
Skills
Social Media Marketing, Interior Design, Business Strategy, CRM, Space planning, Furniture, New Business Development, Management Consulting, Start-ups, Sales Management
Education
The University of Chicago 1994 — 1996
MBA, Finance, Strategy
University of Rochester 1987 — 1991
Peter Hutson's Morgan Stanley Experience July 2010 - January 2013
Job Prudential: Risk Manager Pension Risk Transfer
Industry Financial Services
Experience
Morgan Stanley July 2010 - January 2013
Morgan Stanley April 2006 - May 2008
Morgan Stanley February 2006 - May 2008
AllianceBernstein 1999 - 2006
AllianceBernstein 1996 - 1999
AllianceBernstein 1989 - 1995
AllianceBernstein 1986 - 1989
Skills
Mutual Funds, Financial Risk, Internal Audit, Risk Management, Auditing, Asset Managment, Securities, Management, Process Improvement, Business Analysis, Project Management, Asset Management, Fixed Income, Operational Risk..., Risk Analysis, Portfolio Management, Financial Analysis, Leadership, Operational Risk, Training, Equities, Financial Services
Education
University of Richmond 1982 — 1986
BA Economics, Economics; Speech
Morgan Stanley July 2010 - January 2013
Morgan Stanley April 2006 - May 2008
Morgan Stanley February 2006 - May 2008
AllianceBernstein 1999 - 2006
AllianceBernstein 1996 - 1999
AllianceBernstein 1989 - 1995
AllianceBernstein 1986 - 1989
Skills
Mutual Funds, Financial Risk, Internal Audit, Risk Management, Auditing, Asset Managment, Securities, Management, Process Improvement, Business Analysis, Project Management, Asset Management, Fixed Income, Operational Risk..., Risk Analysis, Portfolio Management, Financial Analysis, Leadership, Operational Risk, Training, Equities, Financial Services
Education
University of Richmond 1982 — 1986
BA Economics, Economics; Speech
Naveen Zaidi's Morgan Stanley Experience March 2014 - Present
Job Morgan Stanley, Legal and Compliance
Industry Law Practice
Experience
Morgan Stanley March 2014 - Present
Finra August 2005 - March 2014
Thacher Proffitt & Wood LLP September 2002 - July 2005
Skills
Corporate Law, Securities
Education
Cornell Law School 1999 — 2002
Doctor of Law (JD)
University of San Diego 1994 — 1998
BA, Political Science
Morgan Stanley March 2014 - Present
Finra August 2005 - March 2014
Thacher Proffitt & Wood LLP September 2002 - July 2005
Skills
Corporate Law, Securities
Education
Cornell Law School 1999 — 2002
Doctor of Law (JD)
University of San Diego 1994 — 1998
BA, Political Science
Gregory Kaplanovich's Morgan Stanley Experience 2005 - 2006
Job Director at Scotiabank, Commodities and Equities Product Control
Industry Financial Services
Experience
Scotiabank May 2015 - Present
Barclays February 2014 - April 2015
Barclays February 2010 - February 2014
Barclays September 2008 - February 2010
Lehman Brothers November 2006 - September 2008
Morgan Stanley 2005 - 2006
Refco 2003 - 2005
Skills
Commodity, Valuation, Derivatives, Options, Commodity Markets, Product Control, Finance, Capital Markets, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Structured Products, Trading Systems, Swaps
Education
University of Rochester 1999 — 2003
BA, Economics and Statistics
Scotiabank May 2015 - Present
Barclays February 2014 - April 2015
Barclays February 2010 - February 2014
Barclays September 2008 - February 2010
Lehman Brothers November 2006 - September 2008
Morgan Stanley 2005 - 2006
Refco 2003 - 2005
Skills
Commodity, Valuation, Derivatives, Options, Commodity Markets, Product Control, Finance, Capital Markets, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Structured Products, Trading Systems, Swaps
Education
University of Rochester 1999 — 2003
BA, Economics and Statistics
Kelly Clifford's Morgan Stanley Experience November 2008 - June 2011
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Financial Services June 2011 - Present
Morgan Stanley November 2008 - June 2011
Lehman Brothers July 2005 - October 2008
Morgan Stanley June 1998 - June 2005
Education
University of Richmond - Robins School of Business 1991 — 1995
BS, Accounting
Financial Services June 2011 - Present
Morgan Stanley November 2008 - June 2011
Lehman Brothers July 2005 - October 2008
Morgan Stanley June 1998 - June 2005
Education
University of Richmond - Robins School of Business 1991 — 1995
BS, Accounting
Bill Parrott, CFP®'s Morgan Stanley Experience January 1990 - August 2006
Job President and CEO at Parrott Wealth Management
Industry Financial Services
Experience
Parrott Wealth Management September 2015 - Present
Charles Schwab April 2008 - September 2015
A.G. Edwards & Sons, Inc. August 2006 - April 2008
Morgan Stanley January 1990 - August 2006
Skills
Finance, Leadership, Wealth Management, Investments, Mutual Funds, Retirement Planning, Nonprofits, Management, Asset Allocation, Strategic Financial..., Portfolio Management, Investment Advisory, Strategic Planning, Financial Planning, Securities, Alternative Investments, 401k, Personal Financial..., Investment Management, Options Strategies, Charitable Gift Planning, Philanthropy, Equity Trading
Education
University of San Diego 1984 — 1988
B.B.A., Business
Arcadia High School 1980 — 1983
Parrott Wealth Management September 2015 - Present
Charles Schwab April 2008 - September 2015
A.G. Edwards & Sons, Inc. August 2006 - April 2008
Morgan Stanley January 1990 - August 2006
Skills
Finance, Leadership, Wealth Management, Investments, Mutual Funds, Retirement Planning, Nonprofits, Management, Asset Allocation, Strategic Financial..., Portfolio Management, Investment Advisory, Strategic Planning, Financial Planning, Securities, Alternative Investments, 401k, Personal Financial..., Investment Management, Options Strategies, Charitable Gift Planning, Philanthropy, Equity Trading
Education
University of San Diego 1984 — 1988
B.B.A., Business
Arcadia High School 1980 — 1983
Liliana Rojas's Morgan Stanley Experience 2004 - 2006
Job Senior Manager, Human Resources at American President Lines
Industry Human Resources
Experience
American President Lines 2006 - Present
Morgan Stanley 2004 - 2006
DFS 2000 - 2004
Skills
Coaching, Process Improvement, Employee Relations, Performance Management, Deferred Compensation, Human Resources, Talent Management, HRIS, Leadership, Succession Planning, Management, Organizational..., Workforce Planning, Benefits Administration, Team Building, Vendor Management, Employee Engagement, Employee Training, HR Policies, Training, Applicant Tracking..., Recruiting, Employee Benefits, Conflict Resolution, Labor Relations, Policy, Temporary Placement, Hiring, Onboarding, Personnel Management, Leadership Development, Change Management, Talent Acquisition, Organizational..., Interviews
Education
University of San Francisco 1996 — 1998
B.S., Organizational Behavior
American President Lines 2006 - Present
Morgan Stanley 2004 - 2006
DFS 2000 - 2004
Skills
Coaching, Process Improvement, Employee Relations, Performance Management, Deferred Compensation, Human Resources, Talent Management, HRIS, Leadership, Succession Planning, Management, Organizational..., Workforce Planning, Benefits Administration, Team Building, Vendor Management, Employee Engagement, Employee Training, HR Policies, Training, Applicant Tracking..., Recruiting, Employee Benefits, Conflict Resolution, Labor Relations, Policy, Temporary Placement, Hiring, Onboarding, Personnel Management, Leadership Development, Change Management, Talent Acquisition, Organizational..., Interviews
Education
University of San Francisco 1996 — 1998
B.S., Organizational Behavior
Michael K. Rosenberg's Morgan Stanley Experience February 2010 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2010 - Present
Millennium Partners February 2004 - January 2010
Skills
Trading Systems, Hedge Funds, Electronic Trading, Market Data, FX Options, Equities, Fixed Income, Trading, Capital Markets, Derivatives, Bloomberg, Options, Quantitative Finance
Education
University of Rochester 1975 — 1980
BA, Political Science
Morgan Stanley February 2010 - Present
Millennium Partners February 2004 - January 2010
Skills
Trading Systems, Hedge Funds, Electronic Trading, Market Data, FX Options, Equities, Fixed Income, Trading, Capital Markets, Derivatives, Bloomberg, Options, Quantitative Finance
Education
University of Rochester 1975 — 1980
BA, Political Science
Douglas Coyne's Morgan Stanley Experience June 2003 - July 2004
Job Risk Manager at NuGen Energy Pvt Ltd
Industry Oil & Energy
Experience
NuGen Energy Pvt Ltd Director of Financial Risk ManagementVeraSun EnergyOctober 2007 - May 2009
The Oxford Princeton Programme July 2004 - September 2007
Morgan Stanley June 2003 - July 2004
British Petroleum August 1990 - June 1999
Education
University of Rochester - Simon Business School 1979 — 1981
MBA, Finance, Accounting
University of Rochester 1974 — 1978
BA, Economics
NuGen Energy Pvt Ltd Director of Financial Risk ManagementVeraSun EnergyOctober 2007 - May 2009
The Oxford Princeton Programme July 2004 - September 2007
Morgan Stanley June 2003 - July 2004
British Petroleum August 1990 - June 1999
Education
University of Rochester - Simon Business School 1979 — 1981
MBA, Finance, Accounting
University of Rochester 1974 — 1978
BA, Economics
Caleb Yuen's Morgan Stanley Experience January 2012 - July 2012
Job Senior Investment Operations Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2015 - Present
Deutsche Bank July 2012 - June 2015
Morgan Stanley January 2012 - July 2012
Merrill Lynch June 2007 - September 2011
Skills
Fixed Income, Securities, Bloomberg, Equities, Financial Modeling, Series 7, Hedge Funds, Investments, Capital Markets, Derivatives, Portfolio Management, Financial Analysis, Alternative Investments, Financial Services, Asset Management, Valuation, Investment Banking, Data Analysis, Bloomberg Terminal, Risk Management
Education
University of Rochester 2003 — 2007
BA, Political Science
Prudential Financial June 2015 - Present
Deutsche Bank July 2012 - June 2015
Morgan Stanley January 2012 - July 2012
Merrill Lynch June 2007 - September 2011
Skills
Fixed Income, Securities, Bloomberg, Equities, Financial Modeling, Series 7, Hedge Funds, Investments, Capital Markets, Derivatives, Portfolio Management, Financial Analysis, Alternative Investments, Financial Services, Asset Management, Valuation, Investment Banking, Data Analysis, Bloomberg Terminal, Risk Management
Education
University of Rochester 2003 — 2007
BA, Political Science
Alethia Bapis Chatzis's Morgan Stanley Experience March 2003 - November 2008
Job Director at HighTower
Industry Financial Services
Experience
HighTower November 2008 - Present
Morgan Stanley March 2003 - November 2008
Simms Capital Management June 2002 - June 2003
Morgan Stanley Dean Witter August 1998 - June 2002
Skills
Series 7, Wealth Management, Mutual Funds, Asset Managment, Asset Allocation, Securities, Series 63, Retirement Planning, Asset Management, Investment Advisory, Management, Investments, Equities, Portfolio Management
Education
University of San Diego 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Judge Memorial Catholic High School 1990 — 1994
HighTower November 2008 - Present
Morgan Stanley March 2003 - November 2008
Simms Capital Management June 2002 - June 2003
Morgan Stanley Dean Witter August 1998 - June 2002
Skills
Series 7, Wealth Management, Mutual Funds, Asset Managment, Asset Allocation, Securities, Series 63, Retirement Planning, Asset Management, Investment Advisory, Management, Investments, Equities, Portfolio Management
Education
University of San Diego 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Judge Memorial Catholic High School 1990 — 1994
Steve Melen's Morgan Stanley Experience May 2007 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2007 - Present
Charles Schwab 1993 - 2007
Skills
Investments, Financial Modeling, Wealth Management, Portfolio Management, Equities, Asset Management, Financial Analysis, Alternative Investments, Start-ups, Valuation, Strategic Planning, Business Development, Finance, Leadership, Management, Marketing Strategy
Education
University of San Diego
bba, Business
Morgan Stanley May 2007 - Present
Charles Schwab 1993 - 2007
Skills
Investments, Financial Modeling, Wealth Management, Portfolio Management, Equities, Asset Management, Financial Analysis, Alternative Investments, Start-ups, Valuation, Strategic Planning, Business Development, Finance, Leadership, Management, Marketing Strategy
Education
University of San Diego
bba, Business
Mir Subjally's Morgan Stanley Experience June 2009 - August 2009
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2010 - Present
Morgan Stanley June 2009 - August 2009
Merrill Lynch February 2009 - May 2009
The Galleon Group December 2007 - January 2008
Education
University of Richmond 2006 — 2010
BSBA, Finance and Economics
Goldman Sachs July 2010 - Present
Morgan Stanley June 2009 - August 2009
Merrill Lynch February 2009 - May 2009
The Galleon Group December 2007 - January 2008
Education
University of Richmond 2006 — 2010
BSBA, Finance and Economics
Robert Foggio's Morgan Stanley Experience March 2009 - Present
Job Executive Direcor at Morgan Stanley
Industry Banking
Experience
Morgan Stanley March 2009 - Present
Goldman Sachs April 1998 - November 2008
Alex. Brown 1997 - 1997
Credit Suisse First Boston June 1986 - February 1995
Education
University of Rochester - Simon Business School 1983 — 1985
MBA; BS, Finance, Marketing;
University of Rochester 1979 — 1983
BS, Chemistry
Morgan Stanley March 2009 - Present
Goldman Sachs April 1998 - November 2008
Alex. Brown 1997 - 1997
Credit Suisse First Boston June 1986 - February 1995
Education
University of Rochester - Simon Business School 1983 — 1985
MBA; BS, Finance, Marketing;
University of Rochester 1979 — 1983
BS, Chemistry
Thomas Huber's Morgan Stanley Experience April 2000 - February 2009
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS February 2009 - Present
Morgan Stanley April 2000 - February 2009
Skills
Investments, Financial Planning, Wealth Management, Asset Allcoation
Education
University of Rochester 1979 — 1983
B.A., Psychology
McQuaid 1971 — 1976
High School diploma, College Preparatory
UBS February 2009 - Present
Morgan Stanley April 2000 - February 2009
Skills
Investments, Financial Planning, Wealth Management, Asset Allcoation
Education
University of Rochester 1979 — 1983
B.A., Psychology
McQuaid 1971 — 1976
High School diploma, College Preparatory
Bonnie San Nicolas-Barcinas's Morgan Stanley Experience October 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Merrill Lynch July 2007 - October 2014
Morgan Stanley Dean Witter August 2005 - July 2007
Morgan Stanley Dean Witter November 1992 - August 2005
Skills
Leadership, Customer Service, Sales, Business Strategy, Microsoft Word, Research, PowerPoint, Training, Series 7, Budgets
Education
University of Sacramento 1987 — 1992
Bachelor of Science, Business Administration - Finance
Morgan Stanley October 2014 - Present
Merrill Lynch July 2007 - October 2014
Morgan Stanley Dean Witter August 2005 - July 2007
Morgan Stanley Dean Witter November 1992 - August 2005
Skills
Leadership, Customer Service, Sales, Business Strategy, Microsoft Word, Research, PowerPoint, Training, Series 7, Budgets
Education
University of Sacramento 1987 — 1992
Bachelor of Science, Business Administration - Finance
Ernie Marchosky's Morgan Stanley Experience executive directorMorgan StanleySeptember 1990 - Present
Job executive director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley executive directorMorgan StanleySeptember 1990 - Present
Education
University of San Diego 1979 — 1981
Masters degree, Business Administration and Management, General
Ucla 1975 — 1979
Bachelors in arts, Economic
Morgan Stanley executive directorMorgan StanleySeptember 1990 - Present
Education
University of San Diego 1979 — 1981
Masters degree, Business Administration and Management, General
Ucla 1975 — 1979
Bachelors in arts, Economic
Nicholas Depree's Morgan Stanley Experience June 2005 - August 2005
Job Director, Financial Analytics & Operations at Teach For America
Industry Education Management
Experience
Teach For America June 2015 - Present
Teach For America July 2014 - June 2015
Teach For America July 2013 - July 2014
Education Pioneers (Placement: Uplift Education) August 2012 - June 2013
College Forward October 2011 - December 2011
College Forward August 2009 - July 2011
Stifel Nicolaus July 2006 - June 2009
Morgan Stanley June 2005 - August 2005
Skills
Financial Modeling, Financial Analysis, Finance, Educational Consulting, Strategic Consulting, Non-profits..., Real Estate, Capital Markets, Corporate Finance, Valuation
Education
University of Richmond 2003 — 2006
B.S.B.A., Business Administration, Finance Concentration, Leadership Studies Minor
Teach For America June 2015 - Present
Teach For America July 2014 - June 2015
Teach For America July 2013 - July 2014
Education Pioneers (Placement: Uplift Education) August 2012 - June 2013
College Forward October 2011 - December 2011
College Forward August 2009 - July 2011
Stifel Nicolaus July 2006 - June 2009
Morgan Stanley June 2005 - August 2005
Skills
Financial Modeling, Financial Analysis, Finance, Educational Consulting, Strategic Consulting, Non-profits..., Real Estate, Capital Markets, Corporate Finance, Valuation
Education
University of Richmond 2003 — 2006
B.S.B.A., Business Administration, Finance Concentration, Leadership Studies Minor
Tetsujiro Takiguchi's Morgan Stanley Experience 2002 - 2003
Job Police Sergeant at City of Milton, WA
Industry Law Enforcement
Experience
Security Industry Specialists, Inc. 2013 - Present
City of Milton, WA 2011 - Present
. 2006 - 2011
Richmond Police Department 2009 - 2009
Contra Costa County Office of the Sheriff 2007 - 2009
Calypso Technology 2006 - 2007
Barclays Global Investors 2003 - 2006
Morgan Stanley 2002 - 2003
Société Générale 2001 - 2002
Sanwa Bank Limited 1998 - 2001
Skills
Patrol, Capital Markets, Risk Management, Police, Training, Public Speaking, Derivatives, Fixed Income, Strategic Planning, Management, Enterprise Risk..., Market Risk, Leadership, Change Management, Budgets, Team Building, Account Management, Program Management, Policy
Education
University of San Francisco 1986 — 1990
Bachelor of Science (BS)
Security Industry Specialists, Inc. 2013 - Present
City of Milton, WA 2011 - Present
. 2006 - 2011
Richmond Police Department 2009 - 2009
Contra Costa County Office of the Sheriff 2007 - 2009
Calypso Technology 2006 - 2007
Barclays Global Investors 2003 - 2006
Morgan Stanley 2002 - 2003
Société Générale 2001 - 2002
Sanwa Bank Limited 1998 - 2001
Skills
Patrol, Capital Markets, Risk Management, Police, Training, Public Speaking, Derivatives, Fixed Income, Strategic Planning, Management, Enterprise Risk..., Market Risk, Leadership, Change Management, Budgets, Team Building, Account Management, Program Management, Policy
Education
University of San Francisco 1986 — 1990
Bachelor of Science (BS)
Heather Tarrant's Morgan Stanley Experience March 1992 - July 1994
Job Financial Services Professional
Industry Financial Services
Experience
including The Bitcoin Center January 2014 - Present
Business Wire December 2012 - November 2013
EDGAR Specialist and Trainer various March 2010 - December 2012
AXA Equitable / various December 2004 - March 2010
Vintage Filings, LLC May 2003 - December 2004
CCH, Wolters Kluwer / Document Technologies September 2000 - October 2001
Global Financial Press July 1999 - September 2000
RR Donnelley March 1997 - July 1999
Morgan Stanley March 1992 - July 1994
Skills
Proofreading, Microsoft Word, Typesetting, Accurate Data Entry, Wordperfect, SEC filings, PowerPoint, EDGAR Specialist, Word Processing, xyvision, XBRL, Fixed Income, Management, SEC, Editing, Compliance, Training, Program Management, Financial Reporting
Education
University of Rochester
Bachelor of Arts (B.A.), Economics
Mamaroneck High School
including The Bitcoin Center January 2014 - Present
Business Wire December 2012 - November 2013
EDGAR Specialist and Trainer various March 2010 - December 2012
AXA Equitable / various December 2004 - March 2010
Vintage Filings, LLC May 2003 - December 2004
CCH, Wolters Kluwer / Document Technologies September 2000 - October 2001
Global Financial Press July 1999 - September 2000
RR Donnelley March 1997 - July 1999
Morgan Stanley March 1992 - July 1994
Skills
Proofreading, Microsoft Word, Typesetting, Accurate Data Entry, Wordperfect, SEC filings, PowerPoint, EDGAR Specialist, Word Processing, xyvision, XBRL, Fixed Income, Management, SEC, Editing, Compliance, Training, Program Management, Financial Reporting
Education
University of Rochester
Bachelor of Arts (B.A.), Economics
Mamaroneck High School
Ron Hegardt, CIMA's Morgan Stanley Experience 1994 - 2003
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Banc of America Investments 2003 - 2010
Morgan Stanley 1994 - 2003
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Asset Allocation, Saving for Education, 401k Rollovers, Mutual Funds, Series 65, Retirement
Education
University of San Diego 1991 — 1992
Master of Business Administration (MBA)
Santa Clara University 1985 — 1989
Bachelor of Science in Commerce, Finance
Merrill Lynch 2010 - Present
Banc of America Investments 2003 - 2010
Morgan Stanley 1994 - 2003
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Asset Allocation, Saving for Education, 401k Rollovers, Mutual Funds, Series 65, Retirement
Education
University of San Diego 1991 — 1992
Master of Business Administration (MBA)
Santa Clara University 1985 — 1989
Bachelor of Science in Commerce, Finance
David Alexander Greenwood's Morgan Stanley Experience 2000 - 2003
Job CEO / Senior Living Advisor with Custom Senior Living Search, LLC
Industry Hospital & Health Care
Experience
Custom Senior Living Search, LLC January 2013 - Present
CLEARCHOICE DENTAL IMPLANT CENTERS 2009 - December 2012
First Command Financial Services 2006 - 2009
Corporate Executive Board 2005 - 2006
Merrill Lynch 2003 - 2005
Morgan Stanley 2000 - 2003
UNION BANK OF CALIFORNIA 1999 - 2000
Skills
Salesforce.com, Sales, Strategic Planning, Marketing, Business Development, New Business Development, Marketing Strategy, Business Strategy, Sales Management, People Skills, Strategic Financial..., Coaching, Management, Sales Operations, Selling, Healthcare, Sales Process, Leadership, Team Building, Training, Strategy, Team Leadership, Cold Calling, Direct Sales, Customer Retention, Sales Presentations, Elder Care, Seniors Housing, Permanent Placement, Recruiting, Account Management, Start-ups, Entrepreneurship, Forecasting, Small Business, Business Planning, Contract Negotiation, Product Marketing, Budgets, Strategic Partnerships, Lead Generation, Competitive Analysis, CRM, Executive Management, P&L Management, Negotiation
Education
Georgetown University; The Robert E. McDonough School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance and Marketing
University of Richmond 1990 — 1994
Cum Laude, Bachelor of Arts, German Studies
Friends School 1985 — 1989
High School Diploma
Custom Senior Living Search, LLC January 2013 - Present
CLEARCHOICE DENTAL IMPLANT CENTERS 2009 - December 2012
First Command Financial Services 2006 - 2009
Corporate Executive Board 2005 - 2006
Merrill Lynch 2003 - 2005
Morgan Stanley 2000 - 2003
UNION BANK OF CALIFORNIA 1999 - 2000
Skills
Salesforce.com, Sales, Strategic Planning, Marketing, Business Development, New Business Development, Marketing Strategy, Business Strategy, Sales Management, People Skills, Strategic Financial..., Coaching, Management, Sales Operations, Selling, Healthcare, Sales Process, Leadership, Team Building, Training, Strategy, Team Leadership, Cold Calling, Direct Sales, Customer Retention, Sales Presentations, Elder Care, Seniors Housing, Permanent Placement, Recruiting, Account Management, Start-ups, Entrepreneurship, Forecasting, Small Business, Business Planning, Contract Negotiation, Product Marketing, Budgets, Strategic Partnerships, Lead Generation, Competitive Analysis, CRM, Executive Management, P&L Management, Negotiation
Education
Georgetown University; The Robert E. McDonough School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance and Marketing
University of Richmond 1990 — 1994
Cum Laude, Bachelor of Arts, German Studies
Friends School 1985 — 1989
High School Diploma
Connor McMorrow's Morgan Stanley Experience December 2013 - August 2014
Job Sales Development Representative at Linc Global
Industry Information Technology and Services
Experience
Linc-Global July 2015 - Present
CaptainU September 2014 - December 2014
Morgan Stanley December 2013 - August 2014
Kennedy Wilson June 2013 - August 2013
Kennedy Wilson June 2012 - August 2012
Quiksilver and Roxy Perfect Day Surf Camp May 2011 - August 2011
Earwig Café August 2009 - May 2011
Skills
Sales, Entrepreneurship, Asset Management, Finance, Customer Service, Financial Modeling, Property Management, Retail, Brokerage, Bloomberg, Investment Properties, Real Estate Economics, Real Estate, Real Estate Development, Construction, Sales Process, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint
Education
University of San Francisco - School of Management 2011 — 2015
Bachelor's degree, Entrepreneurship and Innovation
Dunn School 2006 — 2011
High School Diploma
Linc-Global July 2015 - Present
CaptainU September 2014 - December 2014
Morgan Stanley December 2013 - August 2014
Kennedy Wilson June 2013 - August 2013
Kennedy Wilson June 2012 - August 2012
Quiksilver and Roxy Perfect Day Surf Camp May 2011 - August 2011
Earwig Café August 2009 - May 2011
Skills
Sales, Entrepreneurship, Asset Management, Finance, Customer Service, Financial Modeling, Property Management, Retail, Brokerage, Bloomberg, Investment Properties, Real Estate Economics, Real Estate, Real Estate Development, Construction, Sales Process, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint
Education
University of San Francisco - School of Management 2011 — 2015
Bachelor's degree, Entrepreneurship and Innovation
Dunn School 2006 — 2011
High School Diploma
Chris Rigoli's Morgan Stanley Experience October 2013 - Present
Job Analyst at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley October 2013 - Present
Cowen and Company July 2012 - October 2013
Cowen and Company June 2011 - August 2011
KRAFT GROUP May 2010 - August 2010
THE KRAFT SPORTS GROUP June 2008 - August 2009
Education
University of Richmond - Robins School of Business 2008 — 2012
BSBA, Finance and Economics
XAVERIAN BROTHERS HIGH SCHOOL
La Universidad de Carlos III
Business Administration, Finance and Economics Concentrations
Morgan Stanley October 2013 - Present
Cowen and Company July 2012 - October 2013
Cowen and Company June 2011 - August 2011
KRAFT GROUP May 2010 - August 2010
THE KRAFT SPORTS GROUP June 2008 - August 2009
Education
University of Richmond - Robins School of Business 2008 — 2012
BSBA, Finance and Economics
XAVERIAN BROTHERS HIGH SCHOOL
La Universidad de Carlos III
Business Administration, Finance and Economics Concentrations
Anna Baluyot's Morgan Stanley Experience October 2005 - February 2007
Job ETL Architect at DTCC
Industry Investment Management
Experience
DTCC June 2014 - Present
Nomura April 2011 - June 2014
AllianceBernstein March 2007 - April 2011
Morgan Stanley October 2005 - February 2007
Credit Suisse First Boston March 2003 - October 2005
Merrill Lynch February 1998 - March 2003
Skills
Informatica, Unix Shell Scripting, Control M, Autosys, Data Warehousing, Databases, Business Objects, SDLC, Performance Tuning, ETL, DB2, VBA, Sybase, Requirements Analysis, Data Modeling, Unix
Education
University of Santo Tomas 1989 — 1993
BSECE, Engineering
DTCC June 2014 - Present
Nomura April 2011 - June 2014
AllianceBernstein March 2007 - April 2011
Morgan Stanley October 2005 - February 2007
Credit Suisse First Boston March 2003 - October 2005
Merrill Lynch February 1998 - March 2003
Skills
Informatica, Unix Shell Scripting, Control M, Autosys, Data Warehousing, Databases, Business Objects, SDLC, Performance Tuning, ETL, DB2, VBA, Sybase, Requirements Analysis, Data Modeling, Unix
Education
University of Santo Tomas 1989 — 1993
BSECE, Engineering
Stephen Bozak's Morgan Stanley Experience August 2008 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2008 - Present
Education
University of Rochester 2004 — 2008
B.S., Computer Science
Morgan Stanley August 2008 - Present
Education
University of Rochester 2004 — 2008
B.S., Computer Science
Janice Schillaci's Morgan Stanley Experience 2002 - 2004
Job Consultant
Industry Financial Services
Experience
Nocon & Associates September 2013 - September 2014
TIAA-CREF December 2006 - August 2013
UBS 2004 - 2006
Morgan Stanley 2002 - 2004
Xerox Corporation 1977 - 2000
Skills
Investments, Financial Analysis, Financial Planning, Financial Advisory, Competitive Analysis, Portfolio Management, Series 7, Process Improvement, Financial Modeling, Wealth Management, Investment Advisory, Investment Strategies, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Separately Managed..., Alternative Investments, ETFs, Financial Services, Insurance
Education
1991 — 1996
MBA, Finance
Nocon & Associates September 2013 - September 2014
TIAA-CREF December 2006 - August 2013
UBS 2004 - 2006
Morgan Stanley 2002 - 2004
Xerox Corporation 1977 - 2000
Skills
Investments, Financial Analysis, Financial Planning, Financial Advisory, Competitive Analysis, Portfolio Management, Series 7, Process Improvement, Financial Modeling, Wealth Management, Investment Advisory, Investment Strategies, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Separately Managed..., Alternative Investments, ETFs, Financial Services, Insurance
Education
1991 — 1996
MBA, Finance
James Andrew Neeleman's Morgan Stanley Experience 1999 - 2001
Job IT at Lightning Technology Group
Industry Computer Networking
Experience
Lightning Technology Group 2008 - Present
JetBlue Airways 2002 - 2006
Morgan Stanley 1999 - 2001
Skills
Data Center, Virtualization, Cloud Computing, Troubleshooting, Security, System Administration, Windows, Vendor Management, VMware, Disaster Recovery, ITIL, Active Directory, Windows Server, IT Strategy, Servers, Network Administration, DNS, Citrix, DHCP, IT Operations, SQL, SQLBase, SQLTalk, SQLWindows
Education
University of San Diego 1997 — 2001
BBA, Business Management
Lightning Technology Group 2008 - Present
JetBlue Airways 2002 - 2006
Morgan Stanley 1999 - 2001
Skills
Data Center, Virtualization, Cloud Computing, Troubleshooting, Security, System Administration, Windows, Vendor Management, VMware, Disaster Recovery, ITIL, Active Directory, Windows Server, IT Strategy, Servers, Network Administration, DNS, Citrix, DHCP, IT Operations, SQL, SQLBase, SQLTalk, SQLWindows
Education
University of San Diego 1997 — 2001
BBA, Business Management
Dylan Morley's Morgan Stanley Experience June 2011 - Present
Job Fixed Income Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Finance, Magna Cum Laude
Morgan Stanley June 2011 - Present
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Finance, Magna Cum Laude
Mark Waskewich's Morgan Stanley Experience February 2010 - May 2011
Job Accounting Analyst at MGP Retail Consulting LLC
Industry Financial Services
Experience
Lidl US LLC July 2015 - Present
MGP Retail Consulting LLC March 2015 - July 2015
Faragalla & Associates LLC February 2013 - February 2015
Morgan Stanley February 2010 - May 2011
Algorithmic Futures Trading January 2007 - October 2009
Thomson Corporation May 2005 - August 2005
Merrill Lynch May 2003 - August 2004
Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Research, Strategic Planning, Budgets
Education
University of Richmond - Robins School of Business 2012 — 2016
Bachelor's Degree, Finance and Economics
Lidl US LLC July 2015 - Present
MGP Retail Consulting LLC March 2015 - July 2015
Faragalla & Associates LLC February 2013 - February 2015
Morgan Stanley February 2010 - May 2011
Algorithmic Futures Trading January 2007 - October 2009
Thomson Corporation May 2005 - August 2005
Merrill Lynch May 2003 - August 2004
Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Research, Strategic Planning, Budgets
Education
University of Richmond - Robins School of Business 2012 — 2016
Bachelor's Degree, Finance and Economics
Andrew Maloof's Morgan Stanley Experience August 2014 - Present
Job Independent Contractor
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Virtusa July 2011 - August 2014
State Street Corporation June 2010 - January 2011
Choate, Hall & Stewart June 2010 - July 2010
Skills
Financial Reporting, Accounting, Data Analysis, Fixed Income, Microsoft Excel, PowerPoint, Product Control, Microsoft Office, Business Analysis, Microsoft Word, Account Reconciliation
Education
University of Rochester 2007 — 2011
Bachelor's Degree, Financial Economics
Morgan Stanley August 2014 - Present
Virtusa July 2011 - August 2014
State Street Corporation June 2010 - January 2011
Choate, Hall & Stewart June 2010 - July 2010
Skills
Financial Reporting, Accounting, Data Analysis, Fixed Income, Microsoft Excel, PowerPoint, Product Control, Microsoft Office, Business Analysis, Microsoft Word, Account Reconciliation
Education
University of Rochester 2007 — 2011
Bachelor's Degree, Financial Economics
Jack Hayden's Morgan Stanley Experience August 2015 - Present
Job Investment Banking Division; Analyst
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2013 - August 2015
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Bloomberg Terminal, Financial Modeling, Bloomberg, Investment Banking, Microsoft Excel, Corporate Finance, Valuation, PowerPoint, Equities, Financial Analysis, Investments, Capital IQ, Hedge Funds, Equity Research, Capital Markets
Education
University of Richmond - Robins School of Business 2009 — 2013
Finance and Economics
Morgan Stanley August 2015 - Present
Morgan Stanley June 2013 - August 2015
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Bloomberg Terminal, Financial Modeling, Bloomberg, Investment Banking, Microsoft Excel, Corporate Finance, Valuation, PowerPoint, Equities, Financial Analysis, Investments, Capital IQ, Hedge Funds, Equity Research, Capital Markets
Education
University of Richmond - Robins School of Business 2009 — 2013
Finance and Economics
Michael Kopycienski's Morgan Stanley Experience January 2006 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2006 - Present
Dealogic January 2002 - January 2006
Skills
Fixed Income, Trading Systems, Electronic Trading, Investment Banking, Equities, Capital Markets, Derivatives, FX Options
Education
University of Rochester 1997 — 2001
BA, Economics
Morgan Stanley January 2006 - Present
Dealogic January 2002 - January 2006
Skills
Fixed Income, Trading Systems, Electronic Trading, Investment Banking, Equities, Capital Markets, Derivatives, FX Options
Education
University of Rochester 1997 — 2001
BA, Economics
Shamus O'Rourke's Morgan Stanley Experience May 2006 - March 2011
Job Northern New England Complex Director, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Merrill Lynch May 2013 - March 2014
Merrill Lynch March 2011 - May 2013
Morgan Stanley May 2006 - March 2011
Education
University of San Diego 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch February 2014 - Present
Merrill Lynch May 2013 - March 2014
Merrill Lynch March 2011 - May 2013
Morgan Stanley May 2006 - March 2011
Education
University of San Diego 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Monti Mace's Morgan Stanley Experience June 1998 - August 2001
Job State Farm Agent
Industry Insurance
Experience
Mace Insurance and Financial Services Inc. December 2006 - Present
State Farm Insurance March 2004 - December 2006
State Farm Insurance November 2002 - March 2004
Conseco Capital Management September 2001 - November 2002
Morgan Stanley June 1998 - August 2001
Skills
Homeowners, Renters, Marine Insurance, Term Life Insurance, Umbrella Insurance, Whole Life, Life Insurance, Disability Insurance, Universal Life, Commercial Insurance, Property & Casualty..., Motorcycle, Investments, Estate Planning, Underwriting, Professional Liability, General Insurance, Series 6, Health Insurance, Fixed Annuities, Roth IRA, Insurance, Health Savings Accounts, Retirement, Liability, 401k, Workers Compensation, Long Term Care Insurance, Accident, Financial Planners, Agents, Commercial Lines, D&O, Legal Liability, IRAs, Critical Illness, Casualty, Long-term Care, Claim, RV, Retirement Planning, Small Business, Flood Insurance, Permanent Life Insurance, Licensed Property &..., Licensed Life & Health..., Surety Bonds, Claims Management, Inland Marine, Financial Services
Education
University of Saint Francis
BBA, Finance
Mace Insurance and Financial Services Inc. December 2006 - Present
State Farm Insurance March 2004 - December 2006
State Farm Insurance November 2002 - March 2004
Conseco Capital Management September 2001 - November 2002
Morgan Stanley June 1998 - August 2001
Skills
Homeowners, Renters, Marine Insurance, Term Life Insurance, Umbrella Insurance, Whole Life, Life Insurance, Disability Insurance, Universal Life, Commercial Insurance, Property & Casualty..., Motorcycle, Investments, Estate Planning, Underwriting, Professional Liability, General Insurance, Series 6, Health Insurance, Fixed Annuities, Roth IRA, Insurance, Health Savings Accounts, Retirement, Liability, 401k, Workers Compensation, Long Term Care Insurance, Accident, Financial Planners, Agents, Commercial Lines, D&O, Legal Liability, IRAs, Critical Illness, Casualty, Long-term Care, Claim, RV, Retirement Planning, Small Business, Flood Insurance, Permanent Life Insurance, Licensed Property &..., Licensed Life & Health..., Surety Bonds, Claims Management, Inland Marine, Financial Services
Education
University of Saint Francis
BBA, Finance
Andrew Schlesinger's Morgan Stanley Experience August 2009 - January 2012
Job Senior Director Emerging Markets Fixed Income Sales
Industry Financial Services
Experience
BNP Paribas September 2015 - Present
BNP Paribas April 2012 - Present
Morgan Stanley August 2009 - January 2012
UBS Investment Bank August 2004 - June 2009
Skills
Trading, Emerging Markets, Fixed Income, Derivatives, Hedge Funds, Bonds, Credit Derivatives, Series 7, Interest Rate..., Series 63, Securities, Asset Management, Swaps, Currency, Rates, Bloomberg
Education
2002 — 2004
MBA, Finance Corporate Accounting
S.U.N.Y at Potsdam
B.A. S, Psychology; Music
Simon Graduate School of Business, University of Rochester. June 2004
M.B.A, Finance and Corporate Accounting
BNP Paribas September 2015 - Present
BNP Paribas April 2012 - Present
Morgan Stanley August 2009 - January 2012
UBS Investment Bank August 2004 - June 2009
Skills
Trading, Emerging Markets, Fixed Income, Derivatives, Hedge Funds, Bonds, Credit Derivatives, Series 7, Interest Rate..., Series 63, Securities, Asset Management, Swaps, Currency, Rates, Bloomberg
Education
2002 — 2004
MBA, Finance Corporate Accounting
S.U.N.Y at Potsdam
B.A. S, Psychology; Music
Simon Graduate School of Business, University of Rochester. June 2004
M.B.A, Finance and Corporate Accounting
Greg Miesner's Morgan Stanley Experience September 2009 - Present
Job Fixed Income Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2009 - Present
Education
University of Rochester
Morgan Stanley September 2009 - Present
Education
University of Rochester
Anthony F. Nicoletti's Morgan Stanley Experience July 2006 - June 2008
Job Manging Director at Rochester Weath Management Group, LLC
Industry Investment Management
Experience
Rochester Weath Management Group, LLC 2009 - Present
Morgan Stanley July 2006 - June 2008
Dean Witter Reynolds, Inc. April 1974 - May 1985
Education
University of Rochester 1957 — 1965
BS, English/Finance
St. John Fisher College 1953 — 1955
BSS, Social Sciences
Rochester Weath Management Group, LLC 2009 - Present
Morgan Stanley July 2006 - June 2008
Dean Witter Reynolds, Inc. April 1974 - May 1985
Education
University of Rochester 1957 — 1965
BS, English/Finance
St. John Fisher College 1953 — 1955
BSS, Social Sciences
Alex Caghan's Morgan Stanley Experience April 2014 - Present
Job Prime Brokerage Product Controller at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley April 2014 - Present
ClearMomentum June 2012 - April 2014
AXA Advisors January 2011 - May 2011
Prime Pro Data June 2010 - August 2010
Skills
Accounting, Economics, Finance, Team-oriented, Accountability, Highly personable, Goal Oriented, Logical Thinker, Customer Support, True Team Player, Microsoft Excel, Microsoft Office...
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master's degree, Accounting
University of Rochester 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Morgan Stanley April 2014 - Present
ClearMomentum June 2012 - April 2014
AXA Advisors January 2011 - May 2011
Prime Pro Data June 2010 - August 2010
Skills
Accounting, Economics, Finance, Team-oriented, Accountability, Highly personable, Goal Oriented, Logical Thinker, Customer Support, True Team Player, Microsoft Excel, Microsoft Office...
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master's degree, Accounting
University of Rochester 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Robert Devlin's Morgan Stanley Experience February 2013 - April 2014
Job Investment Banking Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company April 2014 - Present
Morgan Stanley February 2013 - April 2014
Deloitte July 2012 - February 2013
Education
University of Richmond 2008 — 2012
Cowen and Company April 2014 - Present
Morgan Stanley February 2013 - April 2014
Deloitte July 2012 - February 2013
Education
University of Richmond 2008 — 2012
Clint Rogers's Morgan Stanley Experience September 2014 - April 2015
Job Financial Analyst at Goldman Sachs
Industry Financial Services
Experience
Morgan Stanley September 2014 - April 2015
NAI Northern California March 2014 - August 2014
ZeroPeriod October 2008 - March 2014
District Office of Senator Darrell Steinberg February 2013 - July 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Financial Analysis, Access, Time Management, Teamwork, Data Analysis, Leadership, Marketing, Event Planning, Sales, Social Media, Valuation
Education
University of San Francisco
Finance
Morgan Stanley September 2014 - April 2015
NAI Northern California March 2014 - August 2014
ZeroPeriod October 2008 - March 2014
District Office of Senator Darrell Steinberg February 2013 - July 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Financial Analysis, Access, Time Management, Teamwork, Data Analysis, Leadership, Marketing, Event Planning, Sales, Social Media, Valuation
Education
University of San Francisco
Finance
Jeff Schade's Morgan Stanley Experience 2008 - 2011
Job
Industry
Experience
JP Morgan & Co July 2014 - Present
Morgan Stanley 2008 - 2011
Education
University of Rochester 1981 — 1985
Bachelor's degree, Economics
JP Morgan & Co July 2014 - Present
Morgan Stanley 2008 - 2011
Education
University of Rochester 1981 — 1985
Bachelor's degree, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS