Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley Employees
Austal USA May 2015 - Present
Austal July 2013 - Present
www.blinkcolony.com June 2011 - Present
Baldwin County Sewer Service, LLC August 2007 - June 2011
Fairhope Public Utilities January 2007 - August 2007
Vision Bancshares Financial Group March 2004 - January 2007
Morgan Stanley August 1996 - April 2002
Skills
Business Planning, Strategic Planning, New Business Development, Business Strategy, Marketing, Financial Analysis, Sales, Small Business, Sales Management, Budget, Change Management, Team Building, Public Speaking, Web Development, Web Design, Writing, Broadcast, Customer Service, Documentaries, Graphic Design, Internet, Key Account Management, Lighting, Multimedia, Social Networking, Tourism, Video, Video Editing, Advertising, Budgets, Copywriting, Event Management, Facebook, Management, Marketing Strategy, New Media, Project Planning, Public Relations, SEO, Selling, Social Media, Television, Social Media Marketing, Online Marketing, Marketing Communications, Online Advertising, Brand Development, Creative Direction
Education
University Military School
Auburn University
Bachelor of Science (BS), Architecture, Design and Construction
University of South Alabama
Mechanical Engineering
Spring Hill College
Music
Prudential Financial May 2006 - Present
Jefferies & Company January 2002 - May 2006
Morgan Stanley November 1996 - December 2001
Education
University of Scranton 1992 — 1996
BA, Communication
General Atlantic February 2015 - September 2015
Traveling November 2013 - January 2015
Comeback America Initiative October 2010 - October 2013
Peter G Peterson Foundation March 2008 - October 2010
Morgan Stanley May 2004 - July 2007
Credit Suisse Asset Management January 2004 - May 2004
Morgan Stanley 2000 - 2004
IPNetwork.com July 1998 - March 2000
Firebird Restaurant October 1996 - July 1998
Ruby Tuesday 1992 - 1996
Skills
Event Planning, Nonprofits, Policy, Politics, Public Policy, Critical Thinking, Strategic Communications, Government, Editing, Crisis Communications, Program Management, Confidentiality, Office Administration, Public Relations, Leadership, Public Speaking, Non-profits, Microsoft Office, Blogging, Research, International Relations, Team Leadership, Governance, Investment Banking, Corporate Finance, Social Media, Facebook, Social Media Marketing
Education
University of South Alabama 1987 — 1996
BA, International Studies
Fallon Benefits Group September 2015 - Present
Alliant Insurance Services January 2013 - August 2015
Alliant Insurance Services, Inc. February 2010 - December 2012
Alliant Insurance Services February 2008 - February 2010
Morgan Stanley July 2006 - November 2007
Abercrombie & Fitch October 2004 - October 2006
Morgan Stanley October 2005 - July 2006
Frank McCreary, Attorney at Law May 2005 - August 2005
Concrete Solutions June 2003 - August 2005
Skills
Employee Benefits, Health Insurance, Healthcare, Strategy
Education
University of South Alabama 2004 — 2007
Bachelor of Science, Business Administration; Finance, 4.0
Pass Christian High School 2000 — 2004
>4.0
Raymond James Financial Inc. December 2014 - Present
Morgan Stanley June 2013 - December 2014
City Furniture April 2012 - September 2012
T. Rowe Price October 2011 - February 2012
T. Rowe Price May 2011 - October 2011
T. Rowe Price August 2010 - May 2011
Skills
Sales, Management, Customer Service, Finance, Retail, Business Development, Leadership, Merchandising, Marketing, Store Management, Event Management, Social Media, PowerPoint, Microsoft Excel, Outlook, Public Speaking, Team Building, Financial Analysis, Recruiting, Event Planning, Microsoft Office, Investments, Social Media Marketing, Access, Account Management, Advertising, Analysis, Budgets, CRM, Customer Satisfaction, Data Analysis, Facebook, Forecasting, Market Research, Marketing Strategy, Microsoft Word, Public Relations, Research, Salesforce.com, Social Networking, Strategic Planning, Team Leadership, Time Management, Training
Education
University of South Florida 2006 — 2010
Bachelors of Science, Economics, Communication
University of South Florida Honors College
Bristol-Myers Squibb September 2013 - Present
UBS Investment Bank 2003 - 2006
Morgan Stanley November 1999 - July 2003
Lifetime Television December 1998 - October 1999
CBS Radio July 1996 - November 1998
Skills
Human Resources, Onboarding, Applicant Tracking..., Recruiting, Training, Talent Acquisition, New Hire Orientations, Equal Employment..., Management Training..., Course Management, HR Policies, Employee Orientations, PeopleSoft, Taleo, SAP, Vendor Management, Interviews, Talent Management, Leadership, Succession Planning, Employee Relations, Management, Organizational...
Education
University of Scranton 1992 — 1996
Bachelor’s Degree, Communication with Minor in Business
Tappan Zee
Morgan Stanley May 2000 - Present
MetLife April 1982 - April 2000
Skills
IBM Mainframe, Data Analysis, Programming, Project Management, COBOLII, COBOL, JCL, ADABAS, TLMS, Fileaid, FDR, CA-VTape, CA Vantage SRM, System Automation, STK, EMC Storage, B2B, Process Improvement, Mainframe, Autosys, Disaster Recovery, CICS, Enterprise Storage, Team Leadership, Business Analysis, SDLC, Requirements Analysis, Enterprise Architecture, Data Center, IT Strategy, ITIL, Vendor Management
Education
University of Scranton 1975 — 1980
Computer Science
Morgan Stanley March 2012 - Present
Morgan Stanley June 2010 - May 2012
Morgan Stanley May 2009 - August 2009
Verizon Wireless June 2007 - January 2009
Skills
Visual Basic, PHP, Python, Financial Modeling, Fixed Income, Access, Portfolio Management, Capital Markets, Finance, Trading, Financial Markets, Business Intelligence, Securities, SQL, Financial Reporting, Leadership, Economics, Accounting, Management, Microsoft Office, Microsoft Excel, Credit, Budgets
Education
University of Scranton 2006 — 2010
BS, Economics & Finance & Accounting
Finance Intern July 2014 - Present
Williamsburg Dodge Jeep Chrysler May 2014 - July 2014
Intern June 2014 - June 2014
Morgan Stanley December 2013 - January 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Sales, Leadership, Social Networking, Account Management, Event Planning, Customer Service, Cold Calling, Sales Operations, Sales Management, Microsoft Office
Education
University of South Carolina-Columbia 2013 — 2016
B.S.B.A, Finance, General
Vanguard June 2014 - Present
Morgan Stanley June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Sweeny, Wingate & Barrow, P.A. January 2011 - May 2012
Skills
Investments
Education
University of South Carolina-Columbia 2010 — 2014
International Business, Finace, Junior
University of South Carolina August 2013 - Present
Merrill Lynch April 2015 - August 2015
Augusta National Golf Club January 2015 - April 2015
Morgan Stanley June 2014 - August 2014
Lowe's Companies, Inc. May 2013 - August 2013
Johnson & Johnson January 2011 - June 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Access, Windows, Mac OS, MovieMaker, Bloomberg Terminal, Prezi, Photoshop, Financial Modeling, Public Speaking, Event Planning
Education
University of South Carolina-Columbia 2013 — 2017
Bachelor's Degree, Accounting and Finance, 4.0
Hillsborough Highschool 2009 — 2013
High School, 92.3
Morgan Stanley September 2007 - March 2014
PricewaterhouseCoopers January 2004 - April 2007
Skills
Qualified Chartered..., Chartered Financial..., Equity Research, Valuation, Financial Analysis, Investments, Client Service, Latin America, Emerging Markets, Financial Modeling, Report Writing, Corporate Finance, Financial Accounting, Financial Reporting, Auditing, Bloomberg, Finance, External Audit, Equities
Education
University of South Africa/Universiteit van Suid-Afrika 1999 — 2003
Bachelor of Commerce (BCom), Accounting and Finance
Zenkeep January 2014 - Present
Zenfund April 2014 - Present
Mom and Popcorn September 2014 - Present
Morgan Stanley February 2013 - April 2014
AmericanWest Bank October 2011 - February 2013
Renoak September 2007 - October 2011
Countrywide September 2003 - August 2007
Washington Mutual Bank June 2002 - September 2003
Washington Mutual Bank November 2001 - June 2002
Albertsons 2000 - 2001
Skills
Bridge, Asset Based Lending, Credit, Banking, Finance, Risk Management, Financial Analysis, Valuation, Business Strategy, Financial Modeling, Mortgage Lending, Sales, Portfolio Management, Analysis, Mergers & Acquisitions, Management, Corporate Finance, Sales Management, Business Development, Leadership, Loans, Investments, Accounting, Consumer Lending, Credit Analysis, Retail Banking, Commercial Banking, Due Diligence, Commercial Lending, Credit Risk, Loan Origination, Small Business Lending, Cash Management, CRM, Relationship Management, Underwriting, Wealth Management, Financial Services, Mortgage Banking, Financial Structuring, Financial Risk, Treasury Management, Funding, Asset Management, Executive Management, Refinance, Commercial Mortgages, Strategic Financial..., Real Estate Financing, Residential Mortgages
Education
The University of Texas at Dallas - School of Management 2011 — 2012
MBA, Accounting and Finance
University of South Africa/Universiteit van Suid-Afrika 1994 — 2001
Bachelor, Business Economics, Industrial Psychology
LDS Business College 1998 — 2001
Associate, Information Technology
Noble Group January 2014 - Present
Noble Group December 2012 - December 2013
Morgan Stanley January 2009 - December 2012
Morgan Stanley March 2005 - December 2008
Skills
Origination, Electricity Markets, Negotiation, Natural Gas, SunGard, Sales, Research, Microsoft Excel, PowerPoint, OATI WebTag, CITSS, Bloomberg, Ventyx, YES Energy, PJM eSuite, WREGIS, Microsoft Office, RGGI, PJM Resource Tracker, Air Resources Board, Customer Service, American Carbon Registry, APX, Climate Action Reserve
Education
University of South Carolina-Columbia
Bachelor's Degree, Double Major - Finance & Marketing
Training The Street
Enhanced Financial Modeling Course, Certified
Morgan Stanley University
Commodities Curriculum
Raymond James August 2010 - Present
Morgan Stanley November 2006 - May 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows, Research, Strategic Planning, Budgets, HTML, Microsoft Excel, Analysis, Strategic Financial...
Education
University of South Florida 2000 — 2005
Bachelor of Arts (B.A.), Psychology
LCG Associates August 2015 - Present
Segal Rogerscasey November 2013 - August 2015
Morgan Stanley May 2012 - August 2012
Raymond James Financial Inc. June 2011 - August 2011
Allstate July 2011 - July 2011
Skills
Data Analysis, Valuation Modeling, Financial Modeling, Client Presentation, Manage Client..., Pitch Books, Market Research, Technical Analysis, Investment Advisory, Investment Strategies, Asset Allocation, Trend Analysis, Microsoft Excel, PowerPoint, Sunguard, Dorsey Wright Financial..., LifeView Financial..., Morningstar, Bloomberg Software
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science (BS), Investment Finance, Management
Montag Wealth Management May 2015 - August 2015
Dividend Assets Capital, LLC May 2014 - September 2014
Northwestern Mutual December 2012 - August 2013
Marriott's SurfWatch May 2012 - August 2012
Morgan Stanley May 2011 - August 2011
Skills
Customer Service, Teamwork, Finance, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Investments, Equities, Leadership, Management
Education
University of South Carolina School of Law 2014 — 2017
Juris Doctor (J.D.), 3.121 GPA
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor's Degree, Finance, 3.866 GPA
Thomson Reuters July 2013 - Present
Thomson Reuters September 2010 - June 2013
Thomson Reuters July 2006 - October 2010
Morgan Stanley 2005 - 2006
Skills
Excel, Market Data, New Business Development, Salesforce.com, Account Management, Thomson One, Business Strategy, Microsoft Office
Education
University of South Carolina-Columbia 2001 — 2005
B.S., Economics
Barclays Investment Bank June 2013 - Present
Morgan Stanley January 2013 - June 2013
Morgan Stanley January 2010 - December 2012
Morgan Stanley July 2007 - December 2009
Education
University of Scranton 2003 — 2007
Bachelor of Science (B.S.), Finance & Economics
Morgan Stanley Wealth Management September 2012 - Present
Morgan Stanley September 2012 - Present
Edward Jones March 2008 - September 2012
CAJE Holdings, Inc March 2007 - December 2008
Jensen & crain Entertainment, Inc April 2001 - February 2007
Liquid Designs 2004 - 2006
Alltel 2003 - 2004
Tampa Electric 2001 - 2003
Raytheon 1999 - 2001
Tampa Electric 1996 - 1999
Skills
Strategic Financial..., Cost Accounting, Staff Management, Press Releases, Accounting System, Community Development, Strategic Planning, Project Management, Sales Management, Budgets, Team Building, New Business Development, Leadership, Start-ups, Business Development, Sales, Training, Time Management, Finance, Marketing, Customer Service, Investments, Management, Vendor Management
Education
University of South Florida 1995 — 1999
BSEE, Electrical Engineering
TiE (The Indus Entrepreneurs) January 2014 - Present
SEED Education Corporation March 2013 - Present
Bluefish Capital, LLC July 2005 - Present
Indian School Finance Company January 2012 - March 2013
Gray Ghost Ventures September 2010 - January 2013
Bank of America July 2002 - July 2005
Morgan Stanley 2000 - 2002
Merrill Lynch June 1998 - July 2000
Skills
Swaps, Venture Capital, Investments, Equities, Hedge Funds, Fund Of Funds, Asset Allocation, Portfolio Management, Private Equity, Real Estate, Management, Financial Modeling, Emerging Markets, Entrepreneurship, Alternative Investments
Education
University of South Carolina - Darla Moore School of Business 1991 — 1993
IMBA, Masters in International Business (MIBS)
University of South Carolina - Darla Moore School of Business 1985 — 1989
BS, Accounting & Finanace
Cohen Commercial Realty June 2010 - Present
Loxahatchee Capital Partners, LLLP April 2010 - Present
Side Street Capital, LLC 2005 - 2009
Morgan Stanley 2001 - 2004
Skills
Leases, Real Estate Investment, Real Estate Transactions, Real Estate Development, Real Estate, Venture Capital, Arbitrage, Tenant Representation, Lease Negotiations, Site Selections, Market Analysis, Long Term Business..., Tenant, Start-ups, Market Research, Retail, Entrepreneurship, Negotiation, Location Intelligence, Real Estate Economics, Commercial Real Estate, Finance, Sales, Marketing, Management, Investments, Contract Negotiation
Education
University of South Florida - College of Business Administration 1992 — 1997
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Aflac January 2011 - Present
Griffin Street Rods 2000 - Present
Universal North America June 2006 - December 2010
Vesta Insurance Group June 2002 - June 2006
CSC November 2001 - June 2002
Morgan Stanley July 2000 - November 2001
Skills
Financial Reporting, Analysis, General Ledger, Journal Entries, Auditing, Accident, Reconciliation, Account Reconciliation, Audit, Expenses, Budgeting, Insurance, GAAP, Balance, Preparation, Accruals, Tax, Cash Receipts, Cash, Reconciliations, SOX, Variances, Fixed Assets, Excel, Adjustments, Payroll, Depreciation, Reconciling, Payments, Statements, Compliance, Financial Analysis, Variance Analysis, Investments, Special Projects, Monthly Close, Timely, Internal Controls, Invoicing, Accountants, IFRS, Financial Accounting, Accounting, Cash Flow Management, Cash Flow Forecasting, Reinsurance, Risk Management, Cash Flow, Treasury Management, Corporate Finance
Education
University of South Florida - College of Business Administration 1995 — 1999
BS, Finance
Morgan Stanley January 2010 - Present
Morgan Stanley Investment Management June 2008 - January 2010
South Carolina Retirement Systems Investment Commission February 2006 - May 2008
Palmetto Institute February 2006 - May 2008
Education
University of South Carolina - Darla Moore School of Business 2004 — 2008
Bachelor of Science, Finance, Economics, International Business
University of Valencia 2007 — 2007
Hispanic Studies, Facultat de Filología
Morgan Stanley August 2011 - Present
Citi September 2007 - June 2011
Education
University of South Florida - College of Business Administration
master, finance
Valic Financial Advisors, Inc February 2014 - Present
UBS Financial Services, Inc. September 2011 - February 2014
Merrill Lynch August 2006 - September 2011
Morgan Stanley January 1998 - August 2006
US Army June 1984 - May 1987
Education
University of South Florida - College of Business Administration 1987 — 1991
BS, Finance
Vermilion High School 1981 — 1984
H.S. Diploma, college prep
Square 2 Marketing July 2015 - Present
Riggs Partners February 2013 - June 2015
KeelySaye.com June 2009 - February 2013
Catalyst Advertising October 2007 - June 2009
Innovista at the University of South Carolina April 2005 - September 2007
Morgan Stanley 2001 - 2004
Skills
Digital Marketing, Social Media Marketing, Social Media, SEO, Email Marketing, SEM, Marketing, Public Relations, Integrated Marketing, New Media, Facebook, Lead Generation, Strategy, Google Analytics, Marketing Strategy, YouTube, Online Advertising, Inbound Marketing, B2B, Advertising, Marketing Communications, Social Networking, Copywriting, Leadership, LinkedIn, Wordpress, Video Editing, Mobile Marketing, New Business Development, Pinterest, Blogging, Market Planning, Brand Development, Interactive Advertising, Online Marketing, Inbound Lead Generation, Blog Marketing, Twitter, Web Analytics, Press Releases, Management, Web Marketing, HubSpot, Google Adwords, Instagram, Corporate Branding, PPC, Buyer Persona Research, Public Speaking, Website Development
Education
University of South Carolina-Columbia 1996 — 2000
Bachelor of Science, Business Administration
ISL / Aso March 2011 - Present
Baxter Healthcare January 2010 - February 2011
Bausch & Lomb February 2009 - December 2009
Bausch & Lomb November 2007 - January 2009
Bausch & Lomb October 2005 - October 2007
Morgan Stanley January 1999 - August 2002
Skills
Quality Assurance, R&D, Regulatory Affairs, Testing, Quality Control, Chemistry, CAPA, FDA, Quality System, V&V, ISO 13485, Validation, Change Control, GMP, 21 CFR Part 11
Education
University of South Florida
Bachelor of Science
Spitfire Communications January 2014 - Present
Spitfire Communications August 2013 - December 2013
Morgan Stanley January 2004 - June 2004
Morgan Stanley July 2002 - December 2003
Morgan Stanley July 2000 - July 2002
Morgan Stanley February 1998 - July 2000
Paine Webber August 1997 - February 1998
Dean Witter November 1995 - August 1997
S.G. Warburg August 1994 - November 1995
The Depository Trust Company June 1992 - August 1994
Skills
Marketing Communications, Integrated Marketing, Marketing Strategy, Strategic Planning, Copywriting, Internal Communications, Corporate Communications, Public Relations, Project Management, Speech Writing, Direct Marketing, PowerPoint, Budgeting, Promotions, Email Marketing, Product Management, Social Media, Vendor Management, Budget Management, Event Marketing, Content Development, Content Management, Product Marketing, Excel, Online Marketing, Marketing Management, Digital Marketing, Employee Benefits, B2B Marketing, Compliance, Technical Writing, Editing, 401k, Financial Services, Asset Management, Asset Allocation, Retirement Planning, Creative Direction, Event Planning
Education
University of Scranton 1988 — 1992
B.A., Communication
Cortland Partners March 2015 - Present
Fairview Real Estate Solutions January 2014 - March 2015
B2R Finance July 2013 - January 2014
Wells Fargo September 2012 - July 2013
Lorica Equity Partners October 2011 - September 2012
Waterstone Asset Management July 2009 - November 2011
Morgan Stanley May 2007 - July 2009
Northwestern Mutual May 2006 - May 2008
Skills
CMBS, Microsoft Excel, Finance, Banking, Commercial Real Estate, Underwriting, Financial Modeling, Commercial Real Estate..., Cash Flow, Commercial Lending, Mortgage Lending, Financial Services, Real Estate Financing, Valuation, Investments, Asset Management, Investment Banking
Education
University of South Carolina-Columbia 2004 — 2008
Bachelor of Science, Finance & Economics
Acccount Executive with Janney Montgomery Scott LLC May 2015 - Present
The Braddock Group of JHS Capital Advisors November 2010 - May 2015
Morgan Stanley November 2007 - November 2010
Lourie's Inc. August 2000 - November 2007
Skills
Equities, Customer Service, Series 7, Strategic Planning, Management, Public Speaking, Team Building, Social Media, Leadership, Negotiation, Social Media Marketing, Insurance, Nonprofits, Social Networking, Fundraising, Marketing, Sales Management
Education
University of South Carolina-Columbia 1971 — 1976
Management/ Marketing
Ameriprise Financial Services, Inc. March 2008 - Present
Morgan Stanley March 2004 - March 2008
US Army May 1992 - March 2004
Education
University of Scranton 1988 — 1992
Bachelor's of Arts Degree, History
Archbishop Molloy High School 1984 — 1988
AxiomSL June 2014 - Present
Deer Isle Capital, LLC January 2014 - May 2014
Morgan Stanley March 2012 - July 2012
JPMorgan Chase September 2011 - February 2012
Skills
Microsoft Excel, Access, Microsoft Word, Bloomberg Terminal, Risk Management, Spanish, SharePoint, Russian, Management, Training, Bloomberg, Derivatives, Visio, Reuters, Business Development
Education
Baruch College - Zicklin School of Business 2013 — 2014
Master of Business Administration (MBA), Computer Information Systems; Finance
University of South Carolina - Darla Moore School of Business 2008 — 2011
Finance, Corporate/Investment Finance
F & F Industrial Equipment Corp. January 2010 - Present
Golficity May 2012 - Present
Industrial Distribution January 2012 - Present
OMinsight.com August 2011 - May 2013
F & F Industrial Equipment Corp. March 2004 - December 2009
First Investors Corporation May 2003 - March 2004
Morgan Stanley May 2002 - August 2002
Merrill Lynch May 2001 - August 2001
Skills
Operations Management, Business Process Design, ERP Software, CRM, Inventory Control, Continuous Improvement, Website Development, Content Strategy, Social Media Marketing, SEO, Supply Chain Management, Business Development, Industrial Distribution, Windows System..., Warehouse Management, Excel, Change Management, CRM Integration, Team Building, Inventory Management, Small Business Marketing, Quality Assurance, Quality Management, Contract Management, IT Operations, IT Management, Supervisory Skills, Wordpress, Human Resources, Outsourcing Management, Warehousing, Vendor Management, E-commerce, Marketing Strategy, Logistics, Purchasing, ERP, Business Process, Strategic Planning, Microsoft Excel
Education
University of Scranton 2008 — 2010
Masters, MBA, Operations Management Specialization, 3.98
University of Scranton 1999 — 2003
Bachelor, Major in Economics, Minor in Finance, 3.49
Georgia Bank and Trust December 2005 - Present
Best Buy (Part-Time) October 2009 - October 2013
Morgan Stanley April 2000 - October 2005
Skills
Banking, Customer Service, Microsoft Excel, Credit, Management, Customer Satisfaction, Sales, Finance, Microsoft Word, Outlook, Accounts Receivable, Accounts Payable, Leadership, Team Building, Strategic Planning, Human Resources, Recruiting, Accounting, Data Entry, Event Planning, Coaching, Team Leadership, Sales Management, Marketing, Microsoft Office, Retail, Social Networking, PowerPoint, Event Management, Public Relations
Education
Aiken High School 1967 — 1971
University of South Carolina-Aiken
Business
Aiken Technical College
Associates, Business Administration
Neva Skincare August 2007 - Present
PRIVADO SPA March 2007 - August 2007
Fresno Unified School District October 2003 - October 2006
Morgan Stanley January 2000 - January 2002
Fresno Unified School District January 1993 - January 2000
Temple Beth Israel January 1993 - January 2000
Marsh & McLennan January 1977 - January 1986
Skills
Acne, Holistic Health, Skin Care, Chemical Peels, Wellness, Healing, Stress, Relaxation, Treatment, Meditation
Education
University of South Florida 1972 — 1976
B.A., English-Literature
California Esthetician
California State University
University of South Florida
Bachelor of Arts English, Literature
BB&T June 2011 - Present
Regions Financial Corporation January 2010 - June 2011
Regions Bank April 2007 - January 2010
Regions Bank 2004 - April 2007
Morgan Stanley 2003 - 2004
Skills
Real Estate Economics, Loans, Commercial Lending, Commercial Real Estate, Brokerage, Portfolio Management, Real Estate Financing, Investments, Financial Analysis, Real Estate, Real Estate Development, Investment Properties, Underwriting, Credit, Disposition, Real Estate Finance, Workout, Construction Loans, Financial Structuring, Multi-family Investment..., Income Producing..., Note Sales, Special Assets
Education
University of South Carolina - Darla Moore School of Business 1999 — 2003
B.S. Business Adminstration, Finance and Marketing
Morgan Stanley July 2014 - Present
Moody's Investors Service April 2013 - July 2014
UBS Investment Bank August 2010 - April 2013
Skills
Valuation, Capital Markets, Trading, Credit Risk, Financial Modeling, Derivatives, Fixed Income, Analytics, Basel II, Mergers & Acquisitions, Quantitative Analytics, Quantitative Finance, Equities, R, VBA
Education
University of Southern California 2004 — 2010
Ph.D., Physics
University of Southern California 2007 — 2009
Master of Science, Mathematical Finance
University of Science and Technology of China 1999 — 2004
Bachelor, Physics
Tianjin NanKai Middle School 1993 — 1999
WoundedVets.org February 2011 - Present
Ride 2 Recovery November 2009 - September 2011
Military Order of the Purple Heart May 2010 - May 2011
Wounded Warrior Project July 2008 - March 2011
US Army December 2005 - July 2008
Morgan Stanley November 1994 - March 2002
Shearson, Lehman, Hutton September 1989 - June 1991
Lehman Brothers April 1989 - August 1989
Skills
Public Speaking, Project Management, Venture Capital, Economic Development, Investment Banking, Staff Development, Capacity Building, Strategic Planning, Program Management, Asset Managment, Leadership Development, Leadership, Risk Management, Investments, Fundraising, Non-profits, Nonprofits
Education
U S Army 2005 — 2006
CAQC, Civil Affairs
U S Army 1994 — 1994
QM OBC, Quartermaster, Supply and Logistics
University of South Florida 1990 — 1994
B.A., International Studies with emphasis on the Middle East
Capco January 2015 - Present
JPMorgan Chase July 2013 - October 2014
UBS January 2013 - June 2013
Morgan Stanley September 2009 - October 2012
Morgan Stanley June 2007 - August 2009
JPMorgan Chase April 2004 - May 2007
Sitka Prevention & Treatment Services August 2002 - August 2003
Skills
Business Analysis, Agile Project Management, Strategy, Microsoft Office, Strategic Planning, MS Project, Project Planning, Software Project..., SharePoint, Business Planning, Graphic Design, Community Outreach, Process Improvement, Project Management, Analysis, Management, Change Management, Business Intelligence, Vendor Management, Risk Management
Education
University of Scranton 1998 — 2002
Bachelor of Science (BS), Finance, General
University of Scranton 1998 — 2002
Bachelor of Science (B.S.), Finance, General
First Data Corporation 2014 - Present
NCR 2002 - 2013
Morgan Stanley 1998 - 2001
Skills
Solution Selling, Account Management, Direct Sales, Sales Process, Professional Services, Channel Partners, Salesforce.com, SaaS, Sales Management, Managed Services, Selling, Sales Operations, Sales
Education
University of South Carolina-Columbia 1996 — 1998
Bachelor of Arts (BA), International Relations and National Security Studies
Morgan Stanley June 2007 - Present
Thomson Reuters June 2006 - September 2007
City National Bank Rochale Investments June 2005 - September 2006
USADATA February 2003 - June 2005
Skills
Project Management, Sales Operations, Data Analysis, Financial Services, Relationship Management, Information Technology..., Compliance, Equities, Bonds, Mutual Funds, Alternative Investments, Separately Managed..., Unified Managed Accounts, Exchange Traded..., Series 7, Series 63, Securities, Asset Management, Portfolio Management
Education
University of South Carolina-Columbia 1997 — 2002
Bachelor of Science (BS), Biology/Economics
Compass Group April 2014 - December 2014
University of South Carolina - Student Health Center February 2012 - June 2013
BlueCross BlueShield of SC October 2009 - February 2012
BlueChoice HealthPlan, a subsidiary of Blue Cross Blue Shield of South Carolina January 2011 - May 2011
Jackson Hewitt Tax Service Inc. October 2008 - May 2009
Copper Beech Townhomes April 2007 - May 2008
Morgan Stanley April 2006 - July 2007
Skills
Process Improvement, Access, Healthcare, Accounting, Financial Reporting, Health Insurance, Research, Financial Analysis, Microsoft Excel, QuickBooks, Project Planning, Project Management, QuickBooks ProAdvisor, Team Leadership, Tax Preparation, Problem Solving, Compliance, Public Health, Finance, Quality Improvement
Education
University of South Carolina-Columbia 2012 — 2016
Doctor of Public Health, Health/Health Care Administration/Management
University of South Carolina-Columbia 2009 — 2011
Master of Health Administration, Health Services Policy & Management
University of South Carolina - The Moore School of Business 2005 — 2009
Bachelor of Science, Business Administration
Deutsche Bank May 2015 - Present
Russell Investments December 2012 - May 2015
BlackRock April 2002 - December 2012
Morgan Stanley September 1991 - March 2002
Skills
Strategy Development, Leading Sales, Building Strategic..., Developing Talent, Public Speaking, New Business Development, Culture Building, Investments, Asset Management, Fixed Income Strategies, Asset Managment, Strategy, Capital Markets, Equities, Fixed Income, Hedge Funds, Mutual Funds
Education
University of Scranton 1986 — 1990
Bachelor of Science, Finance
HD Supply Waterworks August 2015 - Present
HD Supply 2013 - 2015
Morgan Stanley November 2012 - August 2013
World of Beer Franchising, Inc. December 2010 - June 2012
Apple February 2008 - December 2010
Skills
Retail, Microsoft Office, Inventory Management, Social Media Marketing, Event Management, Social Media, Sales, Microsoft Excel, Marketing, Time Management, Facebook, Team Leadership, Operations Management, Customer Satisfaction, Management
Education
Gaither High School 2002 — 2006
High School
Hillsborough Community College
Associate of Arts degree
University of South Florida
Raymond James Financial Services, Inc. Member FINRA/SIPC April 2009 - Present
Smith Barney April 2002 - April 2009
Morgan Stanley February 1998 - April 2002
Education
University of South Carolina-Columbia 1989 — 1993
BA, Psychology
Morgan Stanley March 2015 - Present
Goldman Sachs May 2014 - August 2014
Skills
Matlab, Data Analysis, Engineering, AutoCAD, SolidWorks, CAD, Microsoft Excel, Customer Service, Microsoft Word, Public Speaking
Education
University of South Florida 2010 — 2014
Bachelor's degree, Industrial Engineering
Biomet Orthopedics January 2006 - Present
Merrill Lynch January 2003 - December 2004
Morgan Stanley June 2000 - January 2003
United States Marine Corps March 1993 - March 1997
Skills
Sales, Strategic Financial..., Forecasting, Cold Calling, Salesforce.com, Financial Analysis, Healthcare, Sales Presentations, Selling Skills, Direct Sales, Sales Process, Risk Management, Sales Operations, Hospitals, Orthopedic, Business Planning, Marketing Strategy, Business Development, Military Experience, Team Leadership, New Business Development, Business Strategy, Strategic Partnerships, Cross-functional Team..., Capital Equipment, Product Launch, Surgeons, Disposables, Orthopedics
Education
University of South Carolina - The Moore School of Business
Bachelor's degree
National Investment Services, Inc. January 2015 - Present
University of South Florida August 2014 - Present
University of South Florida August 2014 - December 2014
Wood Asset Management December 2013 - May 2014
USF Student Managed Investment Fund May 2012 - May 2014
Morgan Stanley December 2012 - December 2013
Various universities and private organizations around the US May 1995 - January 2012
Skills
Investments, Microsoft Excel, Financial Analysis, Corporate Finance, Data Analysis, Teamwork, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Customer Service, Social Media, Research, Valuation, Public Speaking, Project Management, Analysis, Portfolio Management, Marketing, Finance, Business Analysis, Business Strategy, Business Cycle
Education
University of South Florida - College of Business Administration 2011 — 2014
Business, Finance, 3.8 GPA
University of Missouri - St. Louis 1996 — 2001
General Studies, Exercise Science
Potomac River Capital, LLC June 2015 - Present
Morgan Stanley September 2014 - June 2015
Morgan Stanley August 2012 - September 2014
Morgan Stanley January 2012 - August 2012
New Day Financial October 2011 - December 2011
Skills
Derivatives, Financial Modeling, Options, Financial Analysis, Marketing, Finance, Investments, Financial Services, Microsoft Excel, PowerPoint, Sales
Education
University of South Carolina - The Moore School of Business 2006 — 2011
Bachelors Degree, Risk Management and Finance
Wells Fargo Advisors, LLC July 2010 - Present
Smith Barney 2005 - 2010
Morgan Stanley 2001 - 2005
American Express Financial Advisors 1999 - 2001
Skills
Retirement, Retirement Planning, 401(k) rollovers, Insurance, Investments, Securities, Mutual Funds, Tax-Efficient Strategies, Financial Services, Annuities, Multigenerational..., Investment Planning, Risk Management, Retirement Savings
Education
University of South Florida - College of Business Administration
Bachelor of Science (B.S.), Business Administration - Magna Cum Laude
Lord, Abbett & Co. LLC July 2013 - Present
Morgan Stanley February 2013 - June 2013
Alpha Financial Markets Consulting June 2012 - October 2012
Wykagyl Country Club March 2010 - September 2012
McAvey Moving Co. May 2010 - January 2012
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Strategic Planning, Finance, Business Analysis, Management Consulting, Business Strategy, Project Management, Series 7, Investments
Education
University of Scranton 2008 — 2012
Bachelor of Science (B.S.), Business Management
Fordham Prep 2004 — 2008
Osprey Solutions May 2015 - Present
StuKimballBooks June 2014 - Present
Unimedia April 2011 - Present
Radekopf & Associates 2009 - January 2015
Pensarc October 2010 - January 2011
Charleston Business Brokers 2007 - 2009
UBS Financial Services 1999 - 2006
Morgan Stanley April 1980 - October 1999
Skills
New Business Development, Marketing Strategy, Strategic Planning, Public Speaking, Marketing Communications, Customer Relations, Public Relations, Management Consulting, Social Media Marketing, Social Media, Team Building, Advertising, Non-profits, Coaching, Small Business, Customer Service, Nonprofits, Marketing, Business Development, Online Marketing, Entrepreneurship, Fundraising, Strategy, Email Marketing, Social Networking, Online Advertising, Business Planning, Start-ups, Direct Marketing, Leadership, Strategic Partnerships, Lead Generation, Sales, Brand Development, Media Relations, Corporate Communications, Selling, Account Management
Education
University of South Carolina-Columbia 1966 — 1972
BA, Journalism
Morgan Stanley August 2015 - Present
ACA Compliance Group November 2014 - July 2015
JPMorgan Chase July 2013 - November 2014
Education
University of Scranton 2009 — 2013
B.S, Finance
United Way of the Midlands September 2014 - Present
Creative Financial Strategies 2009 - September 2014
Morgan Stanley 2005 - 2009
Edward Jones 2002 - 2005
Brainworks Software 2001 - 2002
Service Merchandise March 1995 - January 2001
Service Merchandise May 1991 - March 1995
Circuit City June 1989 - May 1991
Skills
Leadership, Account Management, Fundraising Campaign..., Public Speaking, Philanthropy, Volunteer Management, Volunteer Recruiting, Training & Development, Training Delivery, Sales Management, Management, Fundraising, Non-profit Leadership, Event Planning, Financial Analysis, Volunteer Training, Strategic Planning, Sales, Training, Customer Service, Team Building, Marketing, Sales Operations, Nonprofits, Community Outreach, Wealth Management, Financial Services, Estate Planning, Investments, Retirement Planning, Securities, Strategic Financial..., Insurance, Finance, Financial Advisory, Asset Allocation, Retirement, Investment Advisory, Portfolio Management, Mutual Funds, Life Insurance, Asset Protection, Risk Management, Employee Benefits, Series 7, Series 63, Asset Management, Financial Planning
Education
University of South Carolina-Columbia
BS, Retail Management
Credit Suisse 2004 - Present
University Settlement Society of New York 2010 - Present
Morgan Stanley 1999 - 2004
Susquehanna International Group 1997 - 1998
Bank of America 1994 - 1997
Skills
Financial Risk, Trading, Financial Markets, Interest Rate..., Quantitative Finance, Portfolio Management, Investments, Strategy, Derivatives, Quantitative Investing, Risk Management, Equities, Valuation, Governance, Capital Markets, Fixed Income, Hedge Funds, Options, Investment Banking, Bloomberg, FX Options, Trading Systems, Alternative Investments, Structured Finance, Emerging Markets
Education
University of Chicago 1989 — 1994
PhD, Finance & Statistics
University of Science and Technology of China
Master of Science (M.S.), Statistics
Zhejiang University
Bachelor of Science (B.S.), Mathematics
Gard Family Office LLC (Calypso Capital Management, LP) August 2006 - Present
GoldenTree Asset Management February 2004 - May 2006
Morgan Stanley August 1994 - February 2004
Skills
Fixed Income, Equities, Hedge Funds, Derivatives, Alternative Investments, Settlement, Securities, Bonds, Middle Office, Investments, AML, Trading Systems, Equity Trading, Prime Brokerage, Options, Bloomberg, Financial Services, Back Office, Trading, Capital Markets, Portfolio Management, Emerging Markets, Corporate Actions
Education
University of Scranton 1990 — 1994
Bachelors of Science, Marketing
The Prep 1986 — 1990
Morgan Stanley January 2015 - Present
Patriarch Partners October 2014 - January 2015
UBS (Allegis RPO) February 2013 - October 2014
Sans Consulting February 2012 - February 2013
ATF January 2011 - May 2011
Skills
Microsoft Office, Excel, Word, PowerPoint, Research, Technical Recruiting, Staffing Industry, Financial Recruiting, Microsoft Word, Microsoft Excel, Industrial Sector, Interviews, Recruiting, Staffing Services, Analysis, Internet Recruiting, Temporary Staffing, Applicant Tracking..., Benefits Negotiation, Employee Relations, Sourcing, Screening Resumes, SDLC, Temporary Placement, Executive Search, Human Resources, Talent Acquisition, Outlook, Contract Recruitment, Onboarding, Screening, Permanent Placement, Talent Management, Networking, Resume Writing, Hiring, College Recruiting, Recruitment Advertising, Employee Benefits, Vendor Management, Staff Augmentation, IT Recruitment, Cold Calling, HRIS, PeopleSoft, Employer Branding, Search
Education
University of South Carolina-Columbia
BA, Criminal Justice/Criminology
The Plaza Marine Group January 2014 - Present
Plaza Marine Group March 2013 - December 2013
Wilshire Associates January 2012 - March 2013
Wilshire Associates May 2010 - December 2011
Bloomberg October 2009 - April 2010
Morgan Stanley June 2008 - August 2008
Education
University of South Carolina - The Moore School of Business 2005 — 2009
BS, Finance
BNP Paribas March 2012 - Present
Societe Generale September 2010 - December 2011
Societe Generale October 2009 - September 2010
Societe Generale May 2006 - October 2009
Morgan Stanley April 2003 - October 2006
Morgan Stanley 2000 - 2002
Skills
Bloomberg, Series 7, Corporate Actions, Settlement, Series 63, Settlements, Middle Office, Options, Equities, Account Reconciliation, Bonds, Derivatives, Equity Derivatives, FX Options, Financial Risk, Fixed Income, Market Risk
Education
University of Scranton 1996 — 2000
BS, Business Management
Xavier High School 1992 — 1996
Ford Motor Credit Company July 2013 - Present
Mountain Khakis September 2012 - May 2013
Morgan Stanley May 2010 - August 2012
Tollefson Swimming April 2011 - January 2012
Skills
Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Leadership, Event Planning, Microsoft Office, Social Media, Customer Service, Social Networking, Sales
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science, Finance and Insurance & Risk Management
Gonzaga College High School 2005 — 2009
Diploma
Raymond James Financial Inc. January 2009 - Present
Morgan Stanley May 1986 - January 2009
Deloitte August 1982 - June 1985
Skills
Strategic Financial..., Retirement Plan..., Investments, Finance, Money Management and..., Securities, Retirement Planning, Wealth Management, Portfolio Management, Accounting, Auditing, Management, Equities, Fixed Income, Financial Risk, Financial Advisory, Cash Flow, Retirement, Estate Planning, Fixed Annuities, Life Insurance, Asset Management, Financial Analysis
Education
University of South Carolina - The Moore School of Business 1978 — 1982
Business, Accounting
Credit Suisse August 2009 - Present
Morgan Stanley March 2006 - August 2009
Bank of New York Mellon March 2004 - March 2006
Education
University of Scranton 1999 — 2003
BS, Finance
Morgan Stanley April 2007 - February 2012
Swingvote Inc. April 2006 - April 2007
Sage Software September 2005 - March 2006
NCR Corp. December 2000 - September 2005
Skills
ASP.NET, SOA, WCF, BizTalk, SDLC, Agile Methodologies, C#, SQL, Software Development, .NET, Microsoft SQL Server, XML, Software Project..., Requirements Analysis, Enterprise Architecture, Web Services, Scrum, Oracle, Data Warehousing, T-SQL, ETL
Education
University of South Carolina-Columbia 1996 — 1998
MS, Computer Science
Barclays Capital October 2005 - Present
Morgan Stanley July 2003 - October 2005
Morgan Stanley August 2002 - July 2003
UBS Investment Bank July 2001 - August 2002
Morgan Stanley April 2000 - July 2001
Morgan Stanley February 1998 - April 2000
Skills
Trading, Middle Office, Credit, Financial Services, CDS, MBS, Bloomberg, Fixed Income, Series 7, Bonds, Securitization, Back Office, Derivatives, Settlement, Rates, Securities, Swaps, Credit Derivatives
Education
University of South Florida 1993 — 1998
Morgan Stanley 2000 - 2006
Morgan Stanley Advantage Services 2004 - 2004
Skills
Investments, Mergers & Acquisitions
Education
University of South Carolina - Darla Moore School of Business 1997 — 1999
University of South Carolina-Columbia 1997 — 1999
Morgan Stanley March 2011 - Present
OmniGlobe Networks September 2008 - March 2011
ACE*COMM January 2007 - September 2008
SR Telecom August 2005 - January 2007
Motorola China July 1998 - March 2005
Skills
Telecommunications, Java, Software Development, XML, C++, Testing, Java Enterprise Edition, Hibernate
Education
University of Science and Technology of China 1991 — 1995
Bachelor, Computer
Morgan Stanley August 2015 - Present
Bank of America Merill Lynch June 2007 - Present
Merrill Lynch April 2004 - April 2007
Skills
Financial Services, Fund Accounting, Management, Retirement
Education
University of Scranton 1993 — 1997
Morgan Stanley January 2013 - Present
CITI Private Bank November 2010 - November 2012
First Commercial Bank of Tampa Bay May 2006 - June 2010
PSI Global January 1999 - January 2001
Citigroup (Salomon Brothers) April 1992 - June 1998
Education
University of South Florida
BA, Economics
BankUnited March 2007 - February 2015
Wachovia, A Wells Fargo Company 2000 - 2007
Morgan Stanley 1999 - 2000
Skills
Lines Of Credit, Small Business Lending, Commercial Lending, Commercial Banking, Loans, Consumer Lending, Commercial Mortgages, Banking, Finance, Credit, Credit Analysis, Small Business, Cash Flow, Banking Relationships, Loan Origination, Refinance, Retail Banking
Education
University of South Florida 1987 — 1989
Bachelor of Arts (B.A.), History & Finance
Carmel HS 1979 — 1983
Western Illinois University
Western Illinois University
Morgan Stanley June 2007 - Present
Education
University of South Carolina - Darla Moore School of Business 2006 — 2007
IMBA, Finance
WU (Vienna University of Economics and Business) 2006 — 2007
MBA
Virginia Polytechnic Institute and State University 1997 — 2002
BA, History
Sun Trading LLC 2009 - Present
Morgan Stanley 2007 - 2009
LaSalle Bank 2004 - 2007
Skills
R, Trading Strategies, Options, Time Series Analysis, Bloomberg, Trading, VBA, Market Data, Equity Trading, Hedge Funds, Low Latency, Algorithms
Education
The University of Chicago 1999 — 2004
PhD, Physics (1999 - 2003); PhD Candidate, Statistics (2003 - 2004)
University of Science and Technology of China 1994 — 1999
BS, Physics
Morgan Stanley September 2010 - Present
Credit Suisse July 2000 - August 2010
Education
University of Scranton 1994 — 1998
Wells Fargo December 2010 - Present
New York Life Investment Management, Real Estate Group July 2009 - January 2011
Morgan Stanley September 2003 - December 2008
Deloitte 2001 - 2003
Skills
Valuation, Portfolio Management, Due Diligence, Structured Finance, Banking, Investments, Asset Management, Securitization
Education
University of Scranton 1997 — 2001
BA, Finance
Kania School of ManagementThe University of Scranton
B.A, Finance
PDI July 2012 - Present
PDI October 2010 - August 2012
Nice-Pak Products, Inc. August 2009 - November 2010
Allied Building Products January 2006 - August 2009
Allied Building Products June 2005 - January 2006
Morgan Stanley April 2004 - June 2005
Skills
Analysis, Budgets, Finance, Financial Analysis, P&L Management, Strategic Financial..., Cross-functional Team..., Financial Modeling, Strategic Planning, Financial Planning
Education
University of Scranton 1998 — 2002
BS, Finance and Marketing
Allstate (Contractor) October 2014 - Present
Thuzi LLC November 2010 - October 2014
Independent Producers of America LLC April 2009 - November 2010
Bayshore Solutions June 2008 - April 2009
SOE Software March 2007 - June 2008
CAE January 2006 - March 2007
Image One April 2005 - January 2006
Morgan Stanley February 2004 - April 2005
Skills
ASP.NET, C#, .NET, SQL Server, JavaScript, Web Development, jQuery, SQL, AJAX, ASP.NET MVC, HTML, CSS, MVC, Microsoft SQL Server, Agile Methodologies, LINQ, T-SQL, SDLC, Software Development
Education
University of South Florida 2004 — 2006
Master of Science, Management Information Systems
University of Wisconsin-Stout 1999 — 2001
Bachelor of Science, Applied Mathematics
Morgan Stanley Smith Barney July 2011 - Present
JP Morgan Chase September 2010 - June 2011
Morgan Stanley August 1999 - September 2010
JP Morgan December 1997 - July 1999
Honeywell May 1996 - December 1997
Skills
Finance, Investment Banking, Equities, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Asset Management, Asset Managment
Education
University of Scranton 1984 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting
University of Scranton 1984 — 1988
Master of Business Administration (MBA), Finance, General
Morgan Stanley September 2013 - Present
Morgan Stanley January 2013 - September 2013
Morgan Stanley November 2010 - February 2012
Morgan Stanley June 2010 - November 2010
Morgan Stanley August 2009 - June 2010
Morgan Stanley July 2007 - August 2009
Skills
Series 7, Series 63, Series 55, Level II CFA Candidate, Bloomberg, Fixed Income, Equities
Education
University of Scranton 2003 — 2007
BS, Magna cum laude, Majors: Economics, Political Science
Bold Gold Media Group June 2009 - Present
Bold Gold Media Group August 2007 - June 2009
New Age Media 2003 - August 2007
Morgan Stanley 2001 - 2002
EDS 1996 - 2001
Skills
Social Media, Advertising, Marketing Strategy
Education
Villanova University 2000 — 2002
MBA, MBA
University of Scranton 1991 — 1995
BS, CIS
Deutsche Bank October 2006 - February 2009
Morgan Stanley March 1997 - August 2006
Skills
Talent Management, Performance Management, Onboarding, Succession Planning
Education
University of Scranton 1988 — 1992
Merrill Lynch December 2008 - Present
Wachovia Securities ISG February 2008 - January 2011
HSBC Mortgage Services February 2002 - 2008
Careerbuilder.com March 2000 - February 2002
LoanGiant.com August 1998 - February 2000
Morgan Stanley January 1995 - January 1998
Education
University of South Carolina-Columbia 1991 — 1996
Morgan Stanley February 1998 - Present
Education
University of South Florida 1993 — 1997
Erste Bank July 2010 - July 2013
Morgan Stanley August 2008 - July 2010
Honorary Consulate of the Republic of Hungary September 2007 - June 2008
USC 2004 - 2006
Education
University of South Carolina-Columbia 2004 — 2006
MA
Choice Mortgage Bank August 2013 - Present
RDN Financial January 2009 - Present
PromoteItDepot.Com October 2007 - Present
Merrill Lynch June 2010 - August 2013
AmeriLend Mortgage December 2005 - May 2010
Ameriquest Mortgage December 2004 - December 2005
Morgan Stanley January 2002 - December 2004
Schonfeld Securities January 2000 - January 2002
Skills
Mortgage Lending, Loans, Equities, Finance, Investments, Retirement Planning, Series 7, Wealth Management, Portfolio Management, Strategic Financial..., Asset Management, Credit, Estate Planning, Insurance, Investment Advisory, Loan Origination, Mortgage Banking, Mutual Funds, Retirement, Securities, Financial Planning
Education
University of South Florida 1992 — 1997
AS Wealth Management February 2010 - Present
Commerce Capital Markets April 2006 - April 2010
Banc of America Investments 2003 - 2006
Morgan Stanley 2000 - 2003
Education
University of South Florida - College of Business Administration 1998 — 2000
Bachelor of Science (B.S.), Finance
Morgan Stanley October 2013 - Present
Barclays September 2008 - October 2013
Lehman Brothers June 2004 - September 2008
Lehman Brothers 2004 - 2008
JPMorgan Private Bank 1999 - 2004
J.P. Morgan 1987 - 1990
Education
University of South Carolina - The Moore School of Business
Master International Business Studies
Lakeview Loan Servicing August 2013 - Present
Premier Residential Group June 2009 - August 2013
Morgan Stanley June 2004 - June 2009
Ocwen Financial Corporation 1993 - 2004
Skills
Loans, Leadership, Management, Portfolio Management, Financial Risk, REO, Real Estate, Risk Management, Loan Servicing, Mortgage Lending, Capital Markets, Mortgage Banking, Analysis
Education
University of South Florida - College of Business Administration
Bachelor of Science (B.S.), Finance, General
Morgan Stanley November 2007 - Present
State of Delaware August 2006 - November 2007
CSC August 1998 - August 2006
State of Delaware February 1998 - August 1998
Philippine Airlines July 1987 - February 1998
Education
University of Santo Tomas 1979 — 1982
B.S.C, Accounting
National Computer Center
Citigroup 2002 - Present
Citi Smith Barney February 2003 - September 2009
Morgan Stanley November 2001 - January 2003
Education
University of Scranton 1993 — 1997
JPMorgan Chase April 2014 - Present
SpectorSoft August 2013 - April 2014
Morgan Stanley February 2010 - August 2012
AXA Group Solution 2008 - February 2010
Lehman Brothers November 2005 - November 2008
CMC Ltd 2004 - 2005
Skills
Sybase, Market Data, Trading Systems, Unix Shell Scripting, Unix, Autosys, SQL, Business Objects, Perl, PL/SQL, Software Development, SDLC, Oracle, Requirements Analysis, Databases, Integration, Java, Data Migration, Testing, User Acceptance Testing, Data Warehousing, ETL, Data Modeling, Requirements Gathering, Informatica, Database Design, Microsoft SQL Server, Software Project..., DB2, Performance Tuning, SOA, Enterprise Architecture, Agile Methodologies, Data Integration, Business Intelligence, Shell Scripting
Education
University of South Florida 2012 — 2013
MS, MIS, 3.97
Institute of Technology and science 2001 — 2004
Master of Computer Applications, 73
Van Eck Global Market Vectors ETFs September 2014 - Present
BlackRock November 2009 - September 2014
Raymond James Financial June 2007 - July 2009
Raymond James Financial May 2006 - June 2007
Morgan Stanley February 2005 - October 2005
Skills
Series 7, Series 63, Asset Management, ETFs, Asset Allocation, RIA, Mutual Funds, Investment Advisory, Registered Investment..., Sales, Series 65, Trading, Financial Analysis, Credit, Sales Operations, Capital Markets, Risk Management, Investments, Alternative Investments, Separately Managed..., Electronic Trading, Securities, Investment Strategies, Bonds, Financial Markets, FINRA, Bloomberg, Financial Advisory, Finance, Financial Services, Hedge Funds, Investment Management, Portfolio Management, Wealth Management, Equities, Fixed Income, Retirement Planning, Financial Modeling, Retirement, Investment Banking, Equity Research, Relationship Management, Uniform Combined State..., 401k, Wealth Management..., Financial Planning
Education
University of South Florida 2001 — 2005
B.S, Economics
Nations Equipment Finance LLC July 2013 - Present
FGI Finance September 2012 - April 2013
CampusWB March 2012 - December 2012
Morgan Stanley 2000 - 2000
USC Alumni Club - NYC Chapter 2000 - 2000
Van Eck Global 2000 - 2000
Skills
Financial Analysis, Investments, Research, Public Speaking, Strategic Financial..., Asset Managment, New Business Development, Business Development, Banking, Financial Services, Investment Banking, Analysis, Asset Management, Portfolio Management, Loans, Corporate Finance, Valuation, Finance, Due Diligence, Capital Markets, Financial Planning
Education
University of South Carolina-Columbia
Bachelor of Arts, Economics
Yield Curve Trading LLC April 2010 - Present
Morgan Stanley June 2004 - March 2010
Education
University of Scranton 2000 — 2004
Paradigm Wealth Management March 2015 - Present
Wells Fargo June 2013 - March 2015
Fidelity Capital Markets December 2010 - September 2011
Knight Equity Markets January 2003 - September 2010
Morgan Stanley January 2001 - January 2003
Donaldson, Lufkin, and Jenrette January 1999 - January 2001
JP Morgan Securities January 1994 - January 1999
Goldman Sachs January 1992 - January 1994
Instinet Incorporated 1987 - 1992
ITT Worldcom Inc 1985 - 1987
Skills
New Business Development, Client Services, Equity Trading, Trading, Hedge Funds, Mutual Funds, Series 7, Equities, Series 63, Electronic Trading, Cross Selling, Financial Markets, Customer Relations, Negotiation, Bloomberg, Investment Banking, Microsoft Office, Account Management, Relationship Management, Financial Services, mentoring, Customer Service, CRM, Wealth Management, Commercial Lending, Lines Of Credit, Credit, loans, small business lending, Alternative Investments, Asset Management, Derivatives, ETFs, Equity Derivatives, Equity Research, Investments, Portfolio Management, Options, Risk Management, Securities, Small Business Lending
Education
University of Scranton 1981 — 1985
bs, marketing
Wagner College
MBA, Finance
st peters prep
Groupon September 2014 - March 2015
Lions Path Capital 2011 - 2014
Credit Suisse 2008 - 2011
Morgan Stanley 2002 - 2007
Cooper Industries 1996 - 1998
PwC 1993 - 1996
Skills
Equities, Financial Modeling, Hedge Funds
Education
University of Scranton
Bachelor's Degree, Accounting
Vanderbilt University - Owen Graduate School of Management
MBA, Finance
SunTrust Robinson Humphrey July 2012 - Present
B. Riley & Co. October 2011 - June 2012
Merriman Capital January 2009 - October 2011
Wall Street Access July 2005 - November 2008
Merrill Lynch March 2004 - July 2005
Morgan Stanley August 1993 - March 2004
Skills
Series 7, Series 63, Hedge Funds, Equities, Capital Markets, Trading, Bloomberg, Securities, Equity Trading, Investments, Fixed Income, Series 24
Education
University of Scranton 1987 — 1991
b.s, political science
iona prep
iona prep
Citi October 2012 - Present
Citi 2010 - October 2012
Morgan Stanley April 2005 - April 2010
Morgan Stanley Prime Brokerage April 2005 - April 2010
Lehman Brothers August 1995 - April 2005
Skills
Hedge Funds, Capital Markets, Swaps, Series 7, Interest Rate..., FX Options, Collateral Management, Electronic Trading, Securities, Trading Systems, Series 63, Options, Public Speaking, Bonds, Financial Markets, MBS, Foreign Exchange, Operational Risk, Rates, Derivatives, Fixed Income, Emerging Markets
Education
University of Scranton 1988 — 1992
BS, Finance
University of Scranton 1988 — 1992
EMPOWER Retirement August 2008 - Present
Diversified Retirement Corporation June 2004 - August 2008
Transamerica June 2001 - August 2008
Morgan Stanley March 1999 - March 2001
Citicorp Investment Services December 1991 - May 1998
Skills
Series 6, Series 63, 401k, Retirement Plan..., Mutual Funds, Defined Contribution, Retirement, Pensions, Profit Sharing, Retirement Planning, Spanish, Public Speaking, Non-profits, FINRA
Education
University of South Carolina-Columbia
MBA, International Business
Virginia Tech
Bachelor of Business Administration (BBA), Business Administration and Management, General
Abingdon High School, Abingdon, VA
Merrill Lynch July 2006 - Present
Morgan Stanley October 1998 - June 2006
Education
University of South Carolina - Darla Moore School of Business 1995 — 1996
Masters in Tax, Accounting
University of South Carolina - Darla Moore School of Business 1991 — 1995
Accounting
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch July 2010 - August 2013
Bank of America Merrill Lynch July 2007 - June 2010
Morgan Stanley 2006 - 2006
Skills
Chartered Financial...
Education
University of Scranton 2003 — 2007
B.S., Marketing, Finance
Morgan Stanley October 2006 - Present
Education
The University of Chicago
PhD
University of Science and Technology of China
BS
Federal Reserve Bank of New York February 2014 - Present
Dennis Wedlick Architect June 2010 - January 2014
First Properties of NY July 2009 - April 2010
GunnAllen Financial February 2007 - July 2009
CP Ships September 2005 - January 2007
Geomat September 2002 - September 2005
Morgan Stanley January 2000 - September 2002
Skills
Budgets, Business Development, Construction, Customer Service, Finance, Interviews, Management, Marketing Strategy, Microsoft Excel, Microsoft Office, Negotiation, Outlook, Process Improvement, Project Management, Real Estate, Sales, Social Media, Strategic Planning, Sustainability, Vendor Management, Visio
Education
University of South Florida 1998 — 2003
Bachelors, Marketing, minor in Management
Citicorp N.A February 2011 - Present
Royal Bank of Scotland (RBS) July 2010 - January 2011
Bank of America October 2006 - March 2009
National Association of Securities Dealers, Inc December 2004 - October 2006
T.D. Waterhouse April 2000 - December 2004
Morgan Stanley December 1994 - January 2000
Education
University of Scranton 1990 — 1994
Bachelor of Arts, History
JPMorgan Chase September 2012 - Present
Financial Industry Regulatory Authority June 2010 - August 2012
NYSE August 2007 - June 2010
Citigroup 2006 - 2007
Morgan Stanley 2004 - 2006
Charles Schwab 1997 - 2004
Skills
Risk Management, Securities, Equities, Capital Markets, Financial Services, Options, Series 7, Series 24, Regulatory Compliance, Surveillance, Investigation, Retail Brokerage, Auditing, Operational Risk
Education
University of Scranton 1991 — 1995
B.A., International Language-Business
Wells Fargo Securities July 2014 - Present
Morgan Stanley April 2014 - July 2014
National Futures Association January 2014 - March 2014
Bank of America Merrill Lynch June 2008 - January 2014
Skills
Financial Analysis, Equities, Securities, Asset Management, Portfolio Management, Risk Management, Financial Modeling, Derivatives, Investments, Hedge Funds, Banking, Microsoft Excel, Finance, Investment Banking, Options
Education
University of Scranton 2004 — 2008
Science, Accounting
St Joseph HS 2000 — 2004
High School
Morgan Stanley August 2012 - Present
Education
University of South Florida 1984 — 1988
B.S., finance
Morgan Stanley 2008 - Present
Skills
Series 7, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word
Education
University of South Carolina-Columbia
Allianz Global Investors July 2012 - Present
UNIFI Companies September 2007 - July 2012
The Newport Group September 2006 - September 2007
Ceridian Retirement Plan Services September 2002 - September 2006
Morgan Stanley December 2000 - August 2002
Education
University of South Florida 1996 — 2000
Bachelor of Science (BS), Marketing
Morgan Stanley January 2013 - Present
Morgan Stanley October 2011 - December 2012
BP Consulting Services July 2009 - June 2012
American Express February 2004 - July 2010
American Express July 1999 - January 2004
American Express January 1994 - June 1999
American Express June 1992 - December 1993
First Chemical Corporation June 1987 - February 1992
Capitol Broadcasting Company September 1983 - May 1987
Price Waterhouse September 1981 - May 1983
Skills
COSO, Auditing, Finance, Due Diligence, Sarbanes-Oxley Act
Education
University of South Alabama 1987 — 1989
Masters of Science, Computer and Information Systems
University of Scranton 1977 — 1981
Bachelor of Science, Accounting
Wunderlich Securities, Inc. August 2005 - Present
Morgan Stanley March 1990 - August 2005
Skills
Series 7, Investments, Portfolio Management, Mutual Funds, Retirement Planning, Wealth Management, Strategic Financial..., Securities, Asset Allocation
Education
University of South Florida 1975 — 1980
B.A. (2)
Deloitte Canada January 2012 - December 2014
Aviva Canada March 2006 - December 2011
Morgan Stanley May 2005 - October 2005
Moore Wallace October 2004 - March 2005
State Compensation Insurance Fund, San Francisco, CA October 1999 - August 2004
Exodus Communications June 2000 - February 2001
Sunsoft Private Limited December 1997 - November 1998
ICL Fujitsu June 1994 - November 1997
Pakistan Steel Mills Corporation April 1989 - June 1994
Skills
SAS, DB2/SQL, Unix Shell Scripting, Business Intelligence, Data Warehousing, DB2, SQL, Unix, Informatica, Change Management, ETL, Data Modeling, COBOL, Business Objects, Software Development, Databases, Visio, Access, Data Integration, PL/SQL, Data Analysis, Requirements Analysis, Mainframe, Application Development, SDLC, Data Mining, Linux, Testing, Documentation, Software Documentation, Requirements Gathering, Business Analysis, SAP BODS/BODI, Microsoft Office, Integration, Oracle, Systems Analysis, Data Migration, AIX, JCL, Visual Basic, Shell Scripting, Business Requirements, Management, Vendor Management, Microsoft SQL Server, Analysis, Troubleshooting, ERP, SAP ERP
Education
University of Sindh 1984 — 1986
Master of Science (M.Sc.), Computer Science
Federal Public school
SCANA May 2006 - September 2015
Marsh 2005 - May 2006
Capital Ventures, LLC 2003 - 2005
American Express Financial Advisors 2000 - 2003
Central Electric Power Cooperative, Inc. 1989 - 2000
Dean Witter 1988 - 1989
EF Hutton 1987 - 1988
Morgan Stanley 1986 - 1987
Ernst & Young 1983 - 1986
Skills
Capital Markets, Financial Analysis, Financial Forecasting, Strategic Financial..., Auditing, Financial Reporting, Internal Controls, Financial Modeling, Financial Accounting, Managerial Finance, Sarbanes-Oxley Act, Internal Audit, GAAP, US GAAP, SEC filings, Forecasting, CPA, Accounting
Education
University of South Carolina - Darla Moore School of Business
B.S., Business Administration, Accounting
Deutsche Bank July 2010 - Present
Morgan Stanley July 2009 - July 2010
Merrill Lynch May 1996 - July 2009
Deloitte July 1992 - May 1996
Skills
Capital Markets, Investment Banking, Banking, Mergers & Acquisitions, Finance, Management, Alternative Investments, Fixed Income, Equities, Private Equity, Derivatives, Structured Finance, Valuation, Corporate Finance, Due Diligence, Financial Structuring, Financial Modeling
Education
University of South Florida 1989 — 1991
BA, Accounting
Pace University January 2013 - Present
China Merchants Bank 2008 - Present
Wachovia, A Wells Fargo Company 2006 - 2008
Wachovia, A Wells Fargo Company 2006 - 2008
Morgan Stanley 1996 - 2005
Gemini Consulting 1992 - 1996
Price Waterhouse Coopers 1989 - 1992
Skills
Human Resources, Performance Management, Talent Management, Employee Engagement, Succession Planning, Change Management, Leadership Development, Strategy, Recruiting, Leadership, Communication, Compensation & Benefit, Employee Relations, Personnel Management
Education
University of South Carolina - Darla Moore School of Business 1983 — 1988
Bachelor of Science and Masters
High School
EatFit, Inc. March 2010 - Present
Morgan Stanley October 2003 - February 2010
Ernst & Young June 2002 - June 2003
Andersen September 1997 - June 2002
Education
University of Saskatchewan 1993 — 1997
Bachelor of Commerce, Accounting
Morgan Stanley Wealth Management January 2001 - Present
Morgan Stanley September 1994 - 2001
Skills
Series 63, Series 7, Series 8, Series 24, Series 65, Series 3
Education
University of South Florida 1988 — 1992
BA, Communication
Morgan Stanley June 2013 - Present
Morgan Stanley March 2011 - June 2013
Morgan Stanley February 2001 - March 2011
Skills
Hedge Funds, Capital Markets, Equities, Series 7, Series 63, Equity Research, Equity Trading, corporate access, Investor Relations, Corporate Communications, Commission Management, Broker Vote Best..., Series 24
Education
University of Scranton 1991 — 1995
BS, Economics
Morgan Stanley July 1998 - Present
Computer Consulting Service Corp May 1993 - June 1998
Asian Development Bank January 1990 - April 1993
Education
Philippine Air Transport School of Aeronautics
Bachelor of Science, Aeronautical Engineering
University of Santo Tomas
Bachelor of Science, Civil Engineering
United Teletech Financial Federal Credit Union October 2014 - Present
Mark V Motel December 2005 - June 2013
Alliance Capital Management November 1998 - January 2004
Morgan Stanley April 1995 - September 1998
Skills
Strong Communications,..., Business Development, Sales Management, Entrepreneurship, New Business Development, Negotiation, Project Management, Management
Education
University of Scranton 1987 — 1991
Bachelor's of Science, Economics
Consultant April 2014 - September 2015
Enerplus March 2013 - November 2013
Morgan Stanley October 2003 - February 2010
Consultant & Entrepreneneur March 2009 - April 2009
Ernst & Young June 2002 - August 2003
Arthur Andersen February 2001 - June 2002
Arthur Andersen September 1997 - February 2001
Skills
Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Analysis, Auditing, US GAAP, Financial Risk, Risk Assessment, Financial Reporting, Training, IFRS, External Audit, Financial Statements, SEC filings, Financial Accounting, Sarbanes-Oxley, Financial Audits, Assurance, Due Diligence, Risk Management, Mergers & Acquisitions, Financial Modeling, Marketing Strategy, Oil & Gas Industry, Regulatory Affairs, Self-starter, Project Management, Financial Markets, Adaptability, Fast Learner, Accruals, CPA, Consolidation, Big 4, SOX 404, Cash Flow, GAAP, Fraud Detection
Education
University of Saskatchewan 1993 — 1997
Bachelor of Commerce (BCom), Accounting
Self-employed October 2010 - Present
Home Helpers September 2010 - Present
LPC October 1996 - September 2005
Morgan Stanley June 1989 - October 1996
Banker's Trust Company 1986 - June 1989
Skills
Personal Care, Accounting, Financial Reporting, Analysis, Small Business, Home Care, Elder Care, Respite, Healthcare, Long-term Care
Education
University of Scranton 1982 — 1986
Bachelor of Science (BS), Accounting
Morgan Stanley June 2015 - August 2015
The Capital Corporation May 2014 - August 2014
Carolina Fund December 2013 - May 2014
Gamecock Bhangra Dance Team September 2013 - May 2014
Roosevelt Institute September 2012 - May 2014
WCM Global Wealth, Weir Capital Management May 2013 - January 2014
FinTrust Investment Advisors, LLC (Formerly Elliot Davis) May 2013 - August 2013
Upstate Youth Film Festival October 2011 - July 2013
Education
Vanderbilt University 2014 — 2016
Bachelor of Arts (B.A.), Economics & Financial Economics
University of South Carolina - The Moore School of Business 2012 — 2014
Honors College - Bachelor of Business Administration (B.B.A.), Finance, Economics, Spanish
Southside High School 2008 — 2012
Morgan Stanley September 2014 - Present
Morgan Stanley March 2013 - September 2014
Education
University of South Carolina 2008 — 2012
Bachelor's Degree, Finance and Political Science, Cum Laude
University of South Carolina - Darla Moore School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, General, 3.7