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
Platinum Weddings & Events July 2013 - August 2013
Caro Marketing November 2012 - May 2013
Joint Educational Project (Service-Learning Program) August 2012 - May 2013
Morgan Stanley May 2012 - August 2012
Pacific Sunwear May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Social Media, Facebook, Twitter, Instagram, Pinterest, Event Planning, Research, Social Networking, Marketing Communications
Education
University of Southern California 2011 — 2015
Bachelor of Arts (BA), Communication, Minor: Entrepreneurship
BPAS, Inc. March 2013 - Present
Paychex Retirement Plan Services April 2009 - March 2013
LPL Financial May 2008 - April 2009
Morgan Stanley May 2007 - May 2008
ADP Retirement Plan Services November 2001 - February 2006
Skills
Retirement Plan..., Retirement, Retirement Planning, Investments, 401k, Defined Contribution, Defined Benefit, ERISA, profit sharing, Employee Benefits, Mutual Funds, Fiduciary Services, Financial Services, Wealth Management, Profit Sharing
Education
University of South Florida 1993 — 1997
Bachelor of Science
Bishop Guertin High School 1989 — 1993
College Prep/Honors courses
Self Employed Consultant (Finance and Operations) October 2014 - Present
Taco Bell 2007 - October 2014
Morgan Stanley 1998 - 2007
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Strategic Planning, Mergers, Valuation, Market Analysis, Business Planning, Financial Services, Investments, New Business Development, Portfolio Management, Business Strategy, Entrepreneurship, Strategic Financial..., Strategy, Strategic Partnerships, Competitive Analysis, Business Analysis, Finance, Leadership, Analytics, Management, Due Diligence, Financial Planning
Education
University of Southern California - Marshall School of Business 2004 — 2007
MBA, Corporate Finance
USC 1994 — 1998
Bachelor of Arts (B.A.), Economics
Morgan Stanley February 2014 - Present
Morgan Stanley December 2013 - February 2014
HSN June 2012 - October 2013
AT&T May 2011 - June 2012
SeaWorld Parks & Entertainment May 2009 - April 2011
Merrill Lynch May 2009 - October 2009
Skills
Microsoft Office, Java, C#, Hold Series 7
Education
University of South Florida - College of Business Administration 2008 — 2012
Bachelor of Science, Management of Information Systems
Morgan Stanley June 2013 - Present
Morgan Stanley May 2014 - March 2015
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Social Networking, Microsoft Word, Public Speaking
Education
University of Southern California 2009 — 2013
Bachelor of Science (B.S.), Communication, General
MUFG Americas May 2015 - August 2015
Black Legend Capital June 2014 - October 2014
Harvey & Company LLC February 2014 - May 2014
Morgan Stanley July 2013 - January 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Customer Service, Investments, Economics, Public Speaking, Leadership, Strategic Planning, Strategic Leadership
Education
University of Southern California
Bachelor of Business Administration (B.B.A.), Finance, General
La Quinta High School
Morgan Stanley June 2015 - August 2015
USC Value Investing Group January 2013 - August 2015
Toma Capital Management June 2014 - August 2014
The Coca-Cola Company-RE September 2013 - August 2014
Trojan Knights January 2013 - January 2014
Eventlive, Inc. May 2013 - August 2013
Skills
Organizational..., Public Speaking, Microsoft Word, PowerPoint, Microsoft Excel, Scientific Writing, Data Analysis, Market Research, Management, Teamwork
Education
University of Southern California 2012 — 2016
Bachelor's Degree, B.A., Economics, Class of 2016
University of Southern California 2012 — 2016
Bachelor's Degree, B.S., Human Biology
Sacred Heart Preparatory 2009 — 2012
High School
Square August 2014 - Present
Taggler September 2012 - September 2013
Morgan Stanley June 2012 - August 2012
Nike Training Club October 2011 - July 2012
USC Marshall School of Business August 2011 - May 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Microsoft Office..., Microsoft Excel, HTML, CSS, Photoshop, Illustrator, Copywriting, Gretl, Social Media, Marketing Strategy, Social Media Marketing, Piano, Microsoft Office, Mac, Editing, Public Speaking, Spanish, Leadership, Facebook, WordPress, Digital Marketing, Event Planning, PowerPoint, Customer Service, Marketing, Blogging, Social Networking, Google Analytics
Education
University of Southern California 2010 — 2013
B.A, Economics
Archbishop Mitty High School 2006 — 2010
Morgan Stanley December 2014 - Present
Morgan Stanley Wealth Management October 2005 - Present
Skills
Series 7, Series 63, Series 66, Series 3, Series 9, Series 10, Wealth Management, FINRA, Securities, Mutual Funds, Alternative Investments, Asset Allocation, Series 24, ETFs, Relationship Management, Prime Brokerage, Series 65, Wealth Management..., Equities, Risk Management, Management, Investments, Fixed Income, Financial Services
Education
University of South Florida
Bachelor of Arts (BA), Psychology
Morgan Stanley April 2015 - Present
Colony Capital June 2014 - August 2014
Xerox May 2013 - August 2013
Education
University of Southern California 2012 — 2016
Bachelor of Science, Business Administration
Barrington High School
Wells Fargo Advisors July 2014 - Present
Kepler Cannon June 2013 - June 2014
MBO Partners January 2013 - June 2014
Headstrong May 2011 - January 2013
Apartofny llc June 2008 - April 2011
Morgan Stanley December 2001 - May 2008
Morgan Stanley December 1998 - December 2001
Skills
Portfolio Management, Vendor Management, Program Management, Order Management, Data Management, Performance Measurement, Trading Systems, Equities, Fixed Income, Asset Managment, Capital Markets, Business Analysis, Financial Services, Asset Management, SDLC, Management Consulting, Outsourcing, Wealth Management, Consulting, Management, Business Development, Business Strategy, Alternative Investments, Strategy, Investment Management
Education
University of South Wales 1985 — 1989
BSc (Hons), Computer Studies
Ross Nissan of El Monte February 2015 - Present
Volkswagen of Van Nuys April 2014 - January 2015
Motorvillage L.A December 2012 - April 2014
Morgan Stanley January 2008 - March 2009
Whittier Chrysler, Jeep Dodge November 2004 - March 2006
Infiniti Of Santa Monica March 2003 - October 2004
Skills
Sales, Sales Management, Management, Negotiation, Sales Process, Customer Service, Sales Operations, Customer Retention, Automotive, Marketing Strategy
Education
University of Southern California
Pacific Gas and Electric Company January 2015 - Present
Great American Group January 2014 - May 2014
Morgan Stanley June 2013 - August 2013
Apollo Group June 2012 - August 2012
NTRO September 2011 - December 2011
Skills
Cross-functional Team..., Product Management, Marketing, Budgets, PowerPoint, Microsoft Excel, Microsoft Office, Six Sigma, Financial Analysis, Social Media, Microsoft Word, Economics, Data Analysis, Social Networking, Public Speaking, Facebook
Education
University of Southern California 2010 — 2014
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
The Harker School 2006 — 2010
High School
U.S. Trust June 2015 - Present
LPL Financial 2010 - 2013
Morgan Stanley 2007 - 2010
Enterprise Rent-A-Car 2005 - 2007
Skills
Wealth Management, Management, Financial Analysis, Investments, Portfolio Management, Finance, Equities, Project Management, Series 7, Strategy, Financial Planning, Strategic Planning, Valuation
Education
Washington University in St. Louis - Olin Business School 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Southern California 2001 — 2005
Bachelor of Science (BS), Business Administration, Finance
St Louis Priory High School 1995 — 2001
Morgan Stanley May 2015 - Present
Citi September 2013 - May 2015
Citi January 2012 - October 2013
T. Rowe Price September 2011 - December 2011
L&J Bay Area Holdings September 2009 - September 2011
Quadrant Software March 2009 - August 2009
Skills
Time Management, multi-tasking, Prioritization
Education
University of South Florida - College of Business Administration 2007 — 2011
Bachelors of Science, Finance and Management
Salem State University September 2007 - Present
Morgan Stanley 2000 - 2001
Asian Paints 1992 - 1998
Education
University of South Florida
PhD, Finance
Oracle June 2015 - Present
Oracle June 2013 - May 2015
Oracle June 2012 - May 2013
Morgan Stanley July 2011 - June 2012
Skills
SaaS, Business Development, Enterprise Software, Cloud Computing, Salesforce.com, Solution Selling, Business Intelligence, Financial Modeling, Business Strategy, CRM, Strategic Partnerships, Account Management, New Business Development, Start-ups, Sales
Education
University of Southern California
BA, Business
Morgan Stanley February 2015 - Present
TAMID Group January 2013 - Present
USC Marshall School of Business August 2012 - Present
Take&Make May 2014 - October 2014
CityofSleep.com May 2013 - August 2013
Los Angeles Sleep Institute May 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Event Planning, Social Media, Photoshop, Customer Service, Research, Teamwork, Access, Microsoft Word, Java, HTML, Public Speaking, Windows, English, Social Networking, Facebook, Leadership
Education
University of Southern California 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Shalhevet High School 2009 — 2012
Wealth That Lasts August 2014 - Present
USC Thornton School of Music August 2011 - Present
Morgan Stanley May 2014 - August 2014
Skills
Acting, Public Speaking, Theatre, Interpersonal Skill, Program Management, Team Building, Fundraising, Management, Web Design, HTML5, HTML Scripting, CSS, CSS Sprites, Databases
Education
University of Southern California 2011 — 2015
Bachelor of Science (BS), Business Administration
PNC August 2014 - Present
JPMorgan Chase March 2011 - August 2014
Shelter Island Capital January 2009 - March 2011
Morgan Stanley January 2008 - December 2008
American Mortgage Services March 1995 - January 2008
Dollar Mortgage Corporation September 1992 - March 1995
Skills
Residential Mortgages, Mortgage Lending, Loans, Finance, Wealth Management, Refinance, Loan Origination, VA loans, FHA financing, FHA, Mortgage Banking, Credit Analysis, Credit, Reverse Mortgages
Education
University of Southern California
Business Administration, Real Estate Finance & Business Economics
UBS August 2015 - Present
Morgan Stanley June 2015 - August 2015
Morgan Stanley Wealth Management February 2014 - June 2015
Morgan Stanley Wealth Management May 2013 - January 2014
Morgan Stanley Wealth Management January 2013 - May 2013
The Veloz Group May 2012 - August 2012
Avalon Advisors, LLC July 2009 - July 2009
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Windows, Outlook, Photoshop, HTML, Editing, Economics, Business, Social Media Marketing, Economy, Economic Research, Statistics, Photography, Series 7, Series 63, Series 65
Education
University of Southern California 2009 — 2013
Bachelor of Arts (BA), Economics
The Kinkaid School 2002 — 2009
Maverick BankCard, Inc. December 2012 - Present
Morgan Stanley May 2012 - November 2012
Syndero Inc. June 2011 - August 2011
Fox Sports June 2010 - August 2010
Calabasas High School September 2008 - November 2008
Skills
Marketing, Sales, Microsoft Office, Banking, Loans, Merchant Services, Merchant Accounts, Customer Service, Payment Card Processing, Payments, Financial Analysis, Portfolio Management, Credit Cards, Financial Services, Finance, New Business Development, Small Business Lending, E-payments, Electronic Payments, Networking, Sales Management, Payment Services, Payment Gateways, Merchant Acquiring, Strategic Partnerships, Financial Risk, Start-ups, Mobile Payments, Payment Systems, Leadership, Debit Cards, Risk Management, Business Analysis, Credit, Acquiring, ACH, CRM, Investments, Cold Calling, Analysis, Business Development, Account Management, Gift Cards, Relationship Management, Executive Management, Transaction Processing, Customer Acquisition, Mobile Commerce, Cards, Payment Cards
Education
University of Southern California 2009 — 2012
Bachelor of Arts (B.A.), Economics, Business Minor
Goldman Sachs July 2013 - Present
Morgan Stanley June 2010 - June 2013
Trust Company of the West June 2009 - December 2009
Skills
Bloomberg, Market Research, Valuation, Investments, Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Analytics, Sales, Financial Modeling, Fixed Income, Marketing, Trading, Capital Markets, Finance
Education
University of Southern California 2006 — 2010
B.S., Business Administration - International Business
Goldman Sachs August 2014 - Present
Bedrock Real Estate Services June 2013 - August 2013
Real Estate One May 2012 - August 2012
Morgan Stanley May 2011 - August 2011
Skills
USC Women's Cross..., USC Women's Track and..., USC Kappa Kappa Gamma..., Athletics, Team Building, Team Leadership, Works well in a team, Organization, Time Management, Communication, Consulting, Superior Work Ethic, Social Networking, Teamwork, Insurance, PowerPoint, Marketing, Finance, Microsoft Excel, Advertising
Education
University of Southern California 2010 — 2014
Bachelor of Science (BS), Finance and Financial Management Services
Citco Fund Services July 2014 - August 2014
QUANCO January 2014 - April 2014
USC Marshall Outreach and Volunteer Entrepreneurs September 2013 - April 2014
USC United Way September 2013 - April 2014
USC Circle K International February 2013 - April 2014
KPMG International Case Competition November 2013 - November 2013
PwC Tax Challenge Case Competition October 2013 - October 2013
Morgan Stanley May 2013 - June 2013
Skills
Microsoft Dynamics, Access, Microsoft Office, Data Analysis, StatCrunch, Social Media, Visio, QuickBooks, Bloomberg Terminal
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master of Science (M.S.), Business Analytics
University of Southern California 2011 — 2015
Bachelor of Science (B.S.), Accounting
Gartland and Mellina Group July 2015 - Present
Putney Bridge Enterprises June 2001 - Present
BNY Mellon May 2013 - May 2015
Meridian Equity Partners July 2009 - December 2012
Banc of America Securities March 2003 - October 2007
Parvidya Design Partners November 2002 - February 2006
Goldman Sachs June 2000 - May 2001
The Chase Manhattan Bank October 1998 - June 2000
Morgan Stanley 1996 - 1998
The Chase Manhattan Bank October 1988 - January 1996
Skills
Equities, Fixed Income, Prime Brokerage, Capital Markets, Asset Management, Derivatives, Trading Systems, Hedge Funds, Financial Services, Global Custody, Mutual Funds, Securities, Investment Banking, Options, ETFs, Business Strategy, Business Process Design, Alternative Investments, Currency, Settlement, Market Data, Asset Managment, Trading, FX Options, Private Wealth..., Trade Execution, FX, Service Delivery, MIS, Product Development, Latin America, Swaps, Securities Lending, Electronic Trading, Corporate Actions, Valuation, Settlements, Equity Derivatives, Buy-side, Financial Markets, Series 7, Back Office, Fund Administration, Collateral Management, Series 63, Wealth Management, Emerging Markets, Private Banking, Reference Data, Strategy
Education
University of Southampton 1982 — 1985
Bachelor of Science (BSc), Bachelor of Science (Hons) Aeronautics & Astronautics
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management September 2013 - June 2015
Morgan Stanley June 2012 - August 2013
Morgan Stanley Wealth Management March 2012 - June 2012
CIP Real Estate April 2011 - July 2011
Lexington Financial February 2008 - May 2010
Education
University of Southern California
Bachelor of Science (B.S.), Business Administration, Finance and Business Economics
Friedman Fleischer & Lowe August 2010 - Present
Morgan Stanley July 2008 - July 2010
Morgan Stanley May 2007 - August 2007
Education
University of Southern California 2004 — 2008
Bachelor of Science (B.S.), International Business
Harvard-Westlake 2002 — 2004
High School Diploma
Morgan Stanley August 2015 - Present
Morgan Stanley Wealth Management June 2013 - August 2015
Order of Omega April 2012 - May 2013
Mortar Board April 2012 - May 2013
Obsidian Investors Association October 2011 - May 2013
Undergraduate Student Investment Fund April 2012 - April 2013
Morgan Stanley Smith Barney June 2012 - August 2012
iChill Beverages LLC January 2012 - May 2012
Kappa Sigma Fraternity January 2011 - September 2011
Broidy Capital Management May 2011 - August 2011
Skills
Investments, PowerPoint, Microsoft Excel, Microsoft Office, Series 7, Series 63, Bloomberg
Education
Marshall School of Business 2009 — 2013
B.S. Business Administration, Investments and Financial Markets
University of Southern California 2009 — 2013
Bachelor of Science (BS), Business Administration - Investments and Financial Markets
Morgan Stanley August 2015 - Present
Morgan Stanley September 2014 - July 2015
RBC Capital Markets July 2013 - September 2014
USC Campus Activities January 2011 - May 2013
RBC Capital Markets June 2012 - August 2012
Wedbush Securities May 2011 - August 2011
USC Athletic Department September 2010 - June 2011
Merrill Lynch January 2011 - May 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Social Media, Corporate Finance, Bloomberg, Data Analysis, Public Speaking, Microsoft Word, Finance, Leadership
Education
University of Southern California 2009 — 2013
Bachelor of Science (B.S.), Business
ConnectWise April 2014 - Present
University of South Florida August 2012 - December 2013
ConnectWise 2013 - 2013
Voalte, Inc. March 2010 - June 2012
88 Brands July 2009 - January 2010
Morgan Stanley July 2008 - June 2009
Skills
Marketing, Sales, Business Development, Microsoft Office, Access, Software Documentation, Healthcare Information..., New Business Development, Hospitals, Mac OS X, Analytics, Microsoft Excel, iPhone, Marketing Communications, Strategic Partnerships, OS X, Social Networking, Bilingual, Systems Analysis, Social Media, Medical Devices, SQL, Photoshop, GIMP, HTML, XHTML, CSS, Leadership, Management, CRM, Salesforce.com
Education
University of South Florida 2012 — 2013
Master of Business Administration (MBA), Marketing / MIS, 3.9 / 4.0 GPA
University of South Florida - College of Business Administration 2004 — 2008
BS, Finance
Morgan Stanley 2004 - Present
Skills
Equity Swaps, Program Trading, Middle Office, Securities Lending, FIX, Electronic Trading..., Inventory Management, Hedging, Equity Derivatives
Education
University of Southampton 2000 — 2003
Bachelor of Science (BSc), Computer Science
EY July 2007 - Present
EY June 2006 - September 2006
Morgan Stanley February 2005 - August 2005
Alliance Capital Corporation March 2004 - December 2004
Skills
Tax, Tax Advisory, Partnership Taxation, Tax Accounting, Tax Research, Corporate Tax, Finance, Corporate Finance, Income Tax, GAAP, State Tax, International Tax, Auditing, Accounting, Tax Preparation, Restructuring, SEC filings, CPA, Big 4, Sarbanes-Oxley Act, FIN 48, Tax Law, Tax Returns, US Tax, SEC Filings
Education
University of Southern California 2006 — 2007
Master of Business Taxation, Leventhal School of Accounting, Taxation
University of Southern California 2003 — 2007
Bachelor of Science, Accounting, Leventhal School of Accounting, Accounting
Major League Baseball June 2013 - Present
Major League Baseball 2012 - 2013
University of Southern California August 2008 - May 2012
New York Yankees May 2010 - September 2010
Morgan Stanley May 2009 - August 2009
Skills
Management, Editing, Microsoft Office, PowerPoint, Social Media, Baseball, Microsoft Excel, Microsoft Word, Event Planning, Public Speaking, Social Networking, Marketing, Research, Social Media Marketing, Data Analysis
Education
University of Southern California 2008 — 2012
Bachelor of Science (BS), Finance and Marketing, Critical Studies in School of Cinematic Arts
Chaminade
University of Southern California
Frequency Management International January 2015 - Present
Oaktree Capital Management December 2008 - July 2013
Morgan Stanley August 2007 - August 2008
Skills
Farsi, Private Equity, Bloomberg, Hedge Funds, Alternative Investments, Investment Management, Fixed Income, Valuation, Equities, Financial Modeling, Asset Allocation, Asset Management, Bonds, Securities, Investments, Investment Strategies, High Yield, Portfolio Management, LBO, Equity Research, Investment Banking, Capital Markets, Emerging Markets, Leveraged Finance, Corporate Finance
Education
USC Marshall School of Business 2012 — 2014
Master of Business Administration (MBA)
USC 2003 — 2007
Bachelor of Science (B.S.), Business Administration - Finance & Marketing
Crespi
Crespi
Bank of Tokyo-Mitsubishi UFJ June 2012 - Present
Morgan Stanley October 2006 - June 2012
The Depository Trust & Clearing Corporation January 2005 - October 2006
Merrill Lynch January 2003 - September 2003
Skills
Fixed Income, Bloomberg, Trading, Investment Banking, Series 7, Bonds, Equity Derivatives, Credit, Bloomberg Terminal, Wealth Management, Banking, Securitization, Money Market, Risk Management, Series 63
Education
University of South Florida 2000 — 2004
Bachelor of Science, Finance
Raymond James Financial Inc. August 2014 - Present
Self-Employed August 2012 - July 2014
Morgan Stanley January 2014 - May 2014
University of Tampa August 2012 - December 2012
Skills
SPSS, PowerPoint, Academic Tutoring, Equity Trading, Equity Research Analysis, Microsoft Excel, Derivatives Trading, Derivatives, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Economics, Entrepreneurship, Financial Markets
Education
University of Tampa 2012 — 2014
Master of Finance (M.S.F.) / Master of Business Administration (M.B.A.), Finance and Management
University of South Florida 2008 — 2012
Bachelor of Science (B.S.), Finance, General
CFA Program
2016 Level II Candidate
Morgan Stanley Investor Relations AnalystMacKenzie Partners2012 - 2014
MSG Varsity 2011 - 2012
U.S. Census 2010 2010 - 2011
Skills
Social Media, Microsoft Excel, Microsoft Word, Outlook Express, Final Cut Pro, Accurate Data Entry, Access Database, Financial Analysis, Team-oriented, Teamwork, Social Services, Sociology, Payroll Services, HR Project Management, PowerPoint, Mergers & Acquisitions, Microsoft Office, Public Relations, Finance, Data Analysis, Analysis, Editing, Financial Modeling, Research, Investments, Economics, Asset Management
Education
Rutgers University 2006 — 2009
Bachelor of Arts, Sociology
University of Southern California 2002 — 2004
Theatre/Theater
Sacred Heart Academy
Bank of America May 2014 - Present
Morgan Stanley June 2013 - April 2014
Bank of America Merrill Lynch January 2012 - March 2013
Citi May 2010 - December 2011
Skills
Investment Banking, CRM, Business Analysis, SDLC, RUP Methodologies, Waterfall, BRDs, FRD, Data Warehousing, Data Mapping, UML, User Interface Design, Quality Center, SQL, Analysis, Six Sigma, Requirements Gathering, SharePoint, Project Management
Education
University of Southern California 2007 — 2009
Master of Science (MS), Mechanical Engineering
Morgan Stanley June 2015 - August 2015
Headwaters MB June 2014 - August 2014
Regents Facility Engineering May 2013 - July 2013
Education
University of Southern California 2012 — 2016
Bachelor of Science (BS), Business Administration
University High School 2008 — 2012
ID Public Relations June 2015 - Present
ID Public Relations June 2014 - May 2015
CBS Studios International August 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Bloomingdale's May 2013 - August 2013
Fox Broadcasting Company May 2013 - August 2013
Rogers & Cowan February 2013 - February 2013
Rogers & Cowan September 2012 - December 2012
Rogers & Cowan January 2012 - April 2012
Rogers & Cowan February 2012 - February 2012
Skills
Social Media, Microsoft Office, Cision, IMDB, Pitching Media, Website Development, Adobe, Press Releases, WordPress, Event Planning, Critical Mention, Transcribing, Vocus, Facebook, Public Relations, Marketing, Social Media Marketing, Social Networking, Microsoft Excel, Microsoft Word, PowerPoint, Publicity
Education
University of Southern California 2012 — 2015
Bachelor of Arts (B.A.), Public Relations
Mattermark August 2015 - Present
Morgan Stanley June 2014 - December 2014
Northwestern Mutual June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
University of Southern California December 2011 - May 2012
China Wind Power International Corp.(TSX-V: CNW) July 2011 - August 2011
Beijing Olympics Organizing Committee August 2008 - September 2008
Skills
SaaS, Sales, Start-ups, CRM, PowerPoint, Microsoft Office, Microsoft Excel, Research, Economics, Chinese, Microsoft Word, Data Analysis, Financial Analysis, Editing, Social Media, English, Equity Research, Marketing Strategy
Education
University of Southern California 2010 — 2014
Bachelor of Arts (B.A.), International Relations
The International School of Beijing 2007 — 2010
International Baccalaureate Diploma
Yew Chung International School of Beijing 2005 — 2006
The Pingry School 2005 — 2006
Wells Fargo Advisors, LLC January 2012 - Present
Morgan Stanley April 1998 - January 2012
Skills
Investments, Retirement, Mutual Funds, Retirement Planning, Asset Allocation, Investment Strategies, Securities, Financial Advisory, 401(k) Rollovers, Annuities, Wealth-Preservation..., Insurance, Estate Investment..., Portfolio Management, Asset Management, 401k, Alternative Investments
Education
University of South Florida
Bachelor of Arts (B.A.)
RBC Wealth Management May 2007 - Present
UBS Wealth Management October 1998 - May 2007
Morgan Stanley June 1992 - October 1998
United States Air Force October 1990 - June 1992
United States Air Force May 1985 - October 1990
R. J. Enterprises July 1984 - May 1985
University of Southern California December 1983 - May 1984
University of Southern California September 1981 - December 1983
City of Chula Vista March 1980 - August 1981
Education
University of Southern California 1981 — 1985
B.S., Aerospace Engineering
Chula Vista High School 1978 — 1981
NextEra Energy Resources April 2011 - Present
Tek Systems April 2008 - April 2011
Morgan Stanley October 2004 - February 2008
Republic Bank 2002 - 2004
IMC Mortgage 1997 - 2001
Skills
Team Management, Program Management, SDLC, Process Improvement
Education
University of South Florida - College of Business Administration 1991 — 1996
BS, Management Information Systems and Marketing
(private company) June 2000 - Present
Tenant Health Care, Inc. January 2003 - December 2003
Navigator Hedge Funds – Private Client Group (NCMI) June 2000 - June 2002
Navigator Hedge Funds – Private Client Group (NCMI) June 2000 - June 2002
Morgan Stanley September 1995 - June 2000
Skills
Investments, Portfolio Management, Risk Management, Mergers & Acquisitions, Finance, Equities, Hedge Funds, Analysis, Management Consulting, Financial Services, Management
Education
University of Southern California
BA, Social (Behavioral) Sciences and Communications
Morgan Stanley June 2010 - Present
Conover Insurance Consulting December 2008 - Present
Diamond Investment Properties, Inc June 2001 - June 2008
Education
University of Southern California 1996 — 2000
FOMON & ULLOA Wealth Management Group of Wells Fargo Advisors October 2008 - Present
Morgan Stanley April 2002 - October 2008
Smith Barney Citigroup June 1993 - March 2002
Shearson Lehman Brothers January 1990 - June 1993
Shearson Lehman / American Express November 1987 - December 1988
EF Hutton & Company, Inc. 1980 - November 1987
Skills
Investments, Retirement Planning, Business Strategy, Finance, Financial Analysis, Insurance, Management Consulting, Change Management, Risk Management, Business Analysis, Strategy
Education
University of Southern California 1975 — 1977
Bachelor of Arts (B.A.), Letters, Arts & Sciences
JPMorgan Chase & Co. May 2015 - Present
Bank of America February 2011 - May 2015
First Commerce Bank January 2008 - February 2011
Wells Fargo January 2006 - January 2008
MetLife January 2005 - January 2006
Morgan Stanley January 2003 - January 2005
Skills
Credit, Portfolio Management, Loans, Banking, Small Business Lending, Commercial Banking, Small Business, Cash Management, Commercial Lending, SBA 504, SBA, Commercial Real Estate, Commercial Lines, Management, Analytics, Cash Flow, Business Understanding, Community Outreach, Community Development, Cash Flow Lending, Real Estate Lending, Investment Banking, Planning Advice, Retail Banking, Finance, Consumer Lending, Lines Of Credit, Financial Analysis, Commercial Mortgages, Credit Analysis, Investments, Treasury Management, Loan Origination, Underwriting, Relationship Management, Asset Based Lending, Cross Selling, Financial Services, Sales, Mortgage Lending, Financial Risk, Leadership, Business Development, Credit Risk, Risk Management, Wealth Management, Customer Service
Education
University of Southern California
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Bank of America May 2014 - Present
Merrill Edge January 2013 - May 2014
Merrill Edge March 2010 - December 2012
JP Morgan Chase July 2009 - March 2010
Morgan Stanley October 2008 - July 2009
Countrywide Home Loans April 2006 - July 2008
Skills
Series 7, Mutual Funds, Wealth Management, Retirement Planning, Securities, Asset Allocation, Investments, Investment Strategies, Options, Mortgage Lending, Strategic Financial..., Fixed Annuities, Real Estate License, Small Business Lending, Series 66, Series 31, Series 9, Series 10, Banking, Sales Management, Sales Process, Team Leadership
Education
University of Southern California 2002 — 2006
BA, Economics
World Institute of Surgical Excellence October 2012 - Present
Leo Sala Enterprises May 2012 - Present
Construct Corps June 2011 - April 2012
Morgan Stanley December 2004 - July 2007
AG Edwards 1987 - May 1999
Skills
Sales Management, Contract Negotiation, Customer Relations, Recruiting, Sales, Account Management, Team Building, New Business Development, Negotiation, Operations Management, Salesforce.com, Forecasting, B2B, Process Scheduler, Strategic Planning, Budgets, Business Strategy, Management, Sales Operations, Coaching, Team Leadership, Cold Calling, Business Development
Education
University of South Florida 1978 — 1983
BA, History
Berkeley Prep 1975 — 1978
NextJob, Inc. January 2010 - Present
Touch@Royal Touch January 2009 - September 2012
Morgan Stanley September 1989 - May 1992
Skills
Social Networking..., Career Counseling, Time Management, Resume Writing, Job Search, Interviewing, Writing, Coaching, Career Transitions, Career Management, Public Speaking, Interview Coaching, Career Development, Career Advising, PowerPoint, Microsoft Office, Interview Preparation, Cover Letters, Career Exploration, Mock Interviews, Fundraising, Product Marketing, Job Coaching, Interviews, Resume, Career Assessment, Employee Training, Staff Development, Customer Service
Education
University of Southern California 1985 — 1989
BA, Social Sciences
Creative Artists Agency February 2014 - Present
Vattenfall February 2012 - Present
Morgan Stanley February 2010 - February 2012
SMB Capital, LLC June 2009 - August 2010
UBS Wealth Management April 2008 - May 2009
Skills
Hedge Funds, Trading, Fixed Income, Economics, Fair Trade, Risk Analysis, Renewable Energy, Wind Turbines, Asset Finance, Portfolio Management, Financial Modeling, Biomass, Onshore, Offshore, M&A due diligence
Education
University of Southern California 2007 — 2009
BA, Economics
Open to New Opportunities 2010 - Present
cohenconsulting October 2009 - Present
Wells Fargo Advisors (formerly Wachovia Securities) January 2007 - October 2009
Morgan Stanley - Consulting Services Group June 1999 - April 2006
Morgan Stanley March 2003 - January 2004
Merrill Lynch January 1987 - January 1998
Equitable Investment Management September 1983 - January 1986
Skills
Investments, Strategic Financial..., Business Development, Sales Management, Business Planning, Sales, Team Leadership, Public Speaking, Sales Presentations, Campaigns, Mutual Funds, Managed Money, Wealth Management, Asset Managment, Series 7, Series 63, Portfolio Management, Securities, Financial Services, Strategic Planning
Education
Vanderbilt University - Owen Graduate School of Management
MBA, Marketing and Finance
University of Southern California
BA, Social Psychology
Lakewood (NJ) High School
diploma
Home Solutions Group - Realty & Mortgage October 2012 - Present
Redfin Corporation August 2010 - November 2012
Murphy Business February 2010 - October 2010
American Asphalt and Concrete, Inc June 2008 - June 2009
Morgan Stanley January 2008 - June 2008
MortgageIT 2005 - 2007
Young Life 2003 - 2005
Skills
Real Estate, Franchising, Finance, Real Estate Transactions, Investment Properties, Negotiation, Selling, Management, Public Speaking, New Business Development, Residential Homes, Strategic Planning, Loans, Sales, Sellers, Retail, Marketing, Contract Negotiation, First Time Home Buyers, Short Sales
Education
University of Southern California 1999 — 2001
Bachelor of Arts (B.A.), Sociology
Coronado High School
Colliers-International January 2015 - Present
Marcus & Millichap July 2014 - December 2014
Oracle 2013 - 2014
San Pacific Rentals May 2013 - August 2013
Global Asset Trading May 2009 - August 2009
Morgan Stanley May 2008 - August 2008
Skills
CRM, PowerPoint, Management, Sales, Enterprise Software, Finance, Databases
Education
University of Southern California
B.S. Policy, Planning, and Development, Real Estate Development
Vanderbilt University
Public Policy Studies
GQR Global Markets July 2014 - Present
Capital Group June 2013 - August 2013
Blueprint Collective Inc October 2012 - May 2013
Morgan Stanley August 2011 - September 2012
Skills
Research, Microsoft Excel, Wealth Management, Financial Analysis, PowerPoint, Social Media, Business Strategy, Marketing Strategy, Strategic Planning, Leadership, Marketing, Recruiting, Social Media Outreach, Microsoft Word, Investments, Financial Modeling, Public Speaking, Community Leadership, Project Management, Student Leadership, Rock & Roll, Community Outreach, Investment Strategies, Volunteering, Teamwork, Networking, Talent Acquisition, Microsoft Office
Education
USC 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance and Management
Trabuco Hills
Morgan Stanley October 2015 - Present
PNC BANK June 2014 - Present
Skills
Banking, Retail Banking, Customer Service, Microsoft Office, Microsoft Word, Sales, Team Leadership, Financial Analysis, Time Management, Risk Management, PowerPoint, Outlook, Finance, Leadership, Business Analysis
Education
University of South Florida 2012 — 2014
Bachelor's degree, Finance
Morgan Stanley June 2015 - August 2015
Bain & Company 2014 - 2014
Skills
Business Strategy, Team Leadership, Financial Analysis, Financial Accounting, Finance, Marketing Strategy, Statistical Data..., Microsoft Office, Microsoft Excel, Matlab, Research, Microsoft Word, Public Speaking, PowerPoint, Data Analysis, stra
Education
cdfls
University of Southern California 2012 — 2016
Bachelor of Science (B.S.), Accounting
University of Southern California 2012 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General
Cummins Inc. January 2015 - Present
Citi May 2014 - January 2015
Morgan Stanley June 2013 - March 2014
Skills
Data Analysis, Statistics, Access, Visio, Microsoft Excel, Microsoft Office, Solidworks, Microsoft Word, PowerPoint, Spanish, Arena Simulation..., Six Sigma, MS Project, Industrial Engineering, Leadership, AutoCAD, Operations Research, Time Management, Teamwork, Process Improvement, Engineering, Foreign Exchange, Securities, FX Operations
Education
University of South Florida
Bachelors of Science, Industrial Engineering
Active Ride Shop July 2015 - September 2015
New Amsterdam Media, LLC June 2015 - September 2015
Atom Factory Inc. January 2015 - April 2015
University of Southern California February 2014 - September 2014
Watch It Now Entertainment July 2014 - August 2014
Morgan Stanley May 2014 - August 2014
University of Southern California Undergraduate Student Government May 2013 - May 2014
Dim Mak June 2013 - December 2013
Warner Bros. Television February 2013 - June 2013
SB Projects, LLC February 2013 - June 2013
Skills
Marketing, Social Media, Creative Direction, Entertainment, Final Cut Pro, Film Production, Microsoft Office, Lightroom, Leadership, Social Networking, Situational Leadership, Social Media Marketing, Finance, Management, PowerPoint, Public Speaking, Digital Strategy, Keynote, Music Industry, Sales, Project Management, Financial Accounting
Education
University of Southern California 2013 — 2016
Bachelor of Business Administration (B.B.A.), Cinematic Arts
Trabuco Hills High School 2008 — 2012
High School
Bank of America July 2010 - August 2015
Bloomberg L.P. July 2009 - July 2010
Milrose Municipal Services July 2007 - June 2009
Morgan Stanley February 2000 - May 2007
Intelisys Metiom May 1998 - February 2000
Standard and Poor's August 1996 - May 1998
Skills
SDLC, Business Analysis, Agile Methodologies, SharePoint, Requirements Gathering, Software Development, Requirements Analysis, Software Project..., Management, Project Management, PMP, Program Management, PMO
Education
New York University
University of Southern California
Morgan Stanley July 2015 - Present
KPMG July 2015 - July 2015
University of Southern California August 2014 - May 2015
Morgan Stanley July 2014 - February 2015
USC Marshall School of Business 2015 - 2015
Stanford University July 2013 - August 2013
Stanford University July 2012 - August 2012
Skills
Bloomberg Certification..., Bloomberg Software, Accounting, Microsoft Excel, Public Speaking, Bloomberg Terminal
Education
University of Southern California 2014 — 2018
Accounting, 3.77 GPA
Palos Verdes High School 2010 — 2014
4.0 UW/ 4.87 W (Valedictorian)
Dorsal Capital Management May 2015 - Present
Oracle June 2014 - May 2015
Morgan Stanley August 2012 - May 2014
Morgan Stanley June 2011 - August 2011
The Walt Disney Company September 2010 - January 2011
Bank of America May 2010 - August 2010
The Walt Disney Company February 2010 - May 2010
The Walt Disney Company September 2009 - December 2009
GlobalFluency May 2009 - August 2009
Skills
Corporate Finance, Financial Analysis, Integrated Marketing, Investment Banking, Financial Modeling, Valuation, Finance, Strategic Financial...
Education
University of Southern California
B.S., Business Administration
Triage Consulting Group September 2014 - Present
Boeing May 2013 - August 2013
Morgan Stanley November 2012 - May 2013
Carbon Voyage June 2012 - July 2012
Charlie's Produce May 2011 - July 2011
Skills
Finance, Business Development, Time Management, Social Networking, Analysis, Investment Banking, Entrepreneurship, Venture Capital, Business Strategy, Fundraising, Data Analysis
Education
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor of Science, Business Administration
Lakeside School 2003 — 2010
High School
University of Southern California
University of Southern California
University of Southern California
Morgan Stanley May 2014 - July 2015
RBC Capital Markets April 2013 - May 2014
J.P. Morgan June 2012 - August 2012
Education
USC 2009 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Vendini, Inc: Ticketing, Marketing, Fundraising Software 2003 - Present
Hipbone, Inc: Web Collaboration Software 2001 - 2003
Morgan Stanley 1998 - 2001
Sun Microsystems 1997 - 1998
Skills
Salesforce.com, Sales Operations, Strategic Partnerships, SaaS, Account Management, Sales, Social Media Marketing, Marketing, Start-ups, Product Management, Sales Process, Lead Generation, Management, Business Development, Social Media, CRM, Marketing Strategy, Social Networking, Email Marketing, Leadership, Strategic Planning, Online Marketing, Customer Service, Product Development, Event Management
Education
University of Southern California
Degree: Bachelor's. Location: Los Angeles, CA. Mascot: Trojans. Institution Type: Private
Barclays Investment Bank June 2015 - Present
Ladder Capital Finance LLC June 2013 - June 2015
Verona Capital Markets Inc. January 2009 - June 2013
Morgan Stanley April 2003 - November 2008
Merrill Lynch January 2000 - April 2003
Skills
Structured Finance, Valuation, Capital Markets, Investments, Real Estate, Disposition, Real Estate Economics, Asset Managment, Due Diligence, Commercial Real Estate, Asset Management, Funding, Mortgage Lending, Real Estate Financing, Property Management, Commercial Mortgages, Financial Structuring, Mergers & Acquisitions, Investment Properties, REO, Investors, Mergers, Loans, Brokerage, Real Estate Development, Real Estate Transactions
Education
University of Southern California - Marshall School of Business 2003 — 2006
MBA, Real Estate Finance & Corporate Finance
University of Southern California 1995 — 1999
BS, Psychobiology
The Alcock Group March 2015 - Present
Revolution Capital Group January 2013 - March 2015
Revolution Capital Group March 2010 - January 2013
Revolution Capital Group January 2009 - March 2010
Houlihan Lokey June 2007 - November 2008
Morgan Stanley September 2006 - March 2007
Skills
Financial Modeling, LBO, DCF Valuation, Liquidation, Due Diligence, Mergers, Team Leadership, Business Development, Microsoft Excel, Contract Negotiation, Sales, Technology, Valuation Modeling, Value Investing, Investment Banking, Private Equity, Mergers & Acquisitions, Business Valuation, Corporate Finance, Investments, Valuation, Financial Analysis, Strategy
Education
Swiss Finance Academy
University of Southern California
California Desert Association of REALTORS® January 2014 - August 2015
HighTower June 2011 - November 2012
Morgan Stanley August 2008 - June 2011
Maggio Marketing & Media 2007 - 2008
Kaminsky Productions 2004 - 2007
Skills
Alternative Investments, Investment Advisory, Strategic Financial..., Retirement Planning, Wealth Management, Investments, Asset Allocation, Estate Planning, Asset Managment, Investment Strategies, Risk Management, Wealth Management..., Marketing Communications, Graphic Design, Social Media Marketing, Marketing, Series 7, Marketing Strategy, Asset Management, Management, Public Speaking, Mutual Funds, Social Media, Financial Planning, Advertising, Strategic Planning, Brand Awareness
Education
Scottsdale Culinary Institute 1995 — 1996
Associates, Restaurant Management & Culinary Arts
University of Southern California 1986 — 1991
BA, Public Administration
Deutsche Bank February 2015 - Present
Deutsche Bank March 2011 - February 2015
Morgan Stanley August 2006 - March 2011
Morgan Stanley August 2006 - April 2009
Skills
Fixed Income, Financial Modeling, Equities, Derivatives, Capital Markets, Investment Banking, Hedge Funds, Structured Products, Bloomberg, Equity Derivatives, Prime Brokerage, Finance, Credit Derivatives, Swaps, Financial Analysis, Financial Services, Management
Education
University of South Florida
TradeKing Advisors May 2014 - Present
TradeKing October 2012 - Present
Zecco Trading October 2009 - December 2012
Morgan Stanley May 2008 - January 2009
Valley Power Systems, Inc. April 2006 - February 2008
Valley Power Systems, Inc. September 2005 - April 2006
Skills
Series 7, Series 24, Series 63, Series 4, Series 65, Financial Services, Investments, Trading, Options, FINRA, Mutual Funds, Securities, Equities, Asset Management, Fixed Income, Finance, Call Center, Relationship Management, Wealth Management, Risk Management, Investment Advisory, Portfolio Management, Customer Service, Asset Allocation, Investment Strategies, Financial Advisory, Client Development, Uniform Combined State..., Stocks, ETFs, Technical Analysis
Education
University of Southern California 2000 — 2004
Bachelor of Arts, Economics with a Minor in International Relations
EY August 2015 - Present
Morgan Stanley September 2014 - February 2015
FXCM June 2014 - August 2014
Western Real Estate Investments January 2014 - June 2014
Robert S. Paul CFP, EA December 2012 - April 2013
Katnik Brothers Real Estate June 2011 - December 2012
Skills
Data Analysis, Data Entry, Tax Returns, Tax Preparation, Marketing, Leadership, Real Estate, Analysis, Financial Analysis, Social Media, Event Planning, Public Speaking, Microsoft Word, PowerPoint, Research, Microsoft Excel, Sales
Education
University of Southern California 2015 — 2017
Arnold O. Beckman High School 2009 — 2013
Morgan Stanley May 2015 - Present
UBS Wealth Management July 2014 - May 2015
Meggitt Safety Systems June 2013 - August 2013
Zeta Beta Tau Fraternity November 2011 - November 2012
UBS Wealth Management May 2012 - August 2012
Kalins Indoor Comfort May 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Matlab, Financial Modeling, Microsoft Word, Analysis, PowerPoint, Microsoft Excel, Finance
Education
University of Southern California 2010 — 2014
Bachelor of Science (BS), Mechanical Engineering
e-Stet Litigation Technology November 2012 - August 2015
ProSearch Strategies, Inc January 2011 - July 2012
Unlimited Discovery Group June 2010 - September 2010
S & S MANAGEMENT, INC May 2009 - May 2010
ONSITE-3 January 2007 - February 2009
MORGAN STANLEY January 2005 - May 2006
GENERAL PEDIATRICS January 2004 - January 2005
Skills
IPRO, Relativity, Litigation Support, ESI, eCapture, Visual Basic, OCR, T-SQL, Litigation, VBA, VB.NET, Programming, Microsoft Excel, Information Technology, SQL
Education
University of Southern California
B.S, Computer Science
Nevada First Coroporation dba Bonavia Industries January 2015 - Present
Nevada First Corporation September 2008 - February 2015
Nevada First Corporation July 2003 - August 2008
Morgan Stanley June 2001 - December 2001
Skills
Strategy, Real Estate, Private Equity, Operations Management, Executive Management, Marketing Strategy
Education
University of Southern California 1997 — 2001
BA, Social Sciences
Private Wealth Management LLC December 2002 - Present
Blue Laguna Restaurant & Lounge April 2008 - April 2012
Raymond James Financial Inc. December 2002 - July 2004
Morgan Stanley November 1997 - November 2002
Prudential Securities October 1994 - November 1997
Smith Barney May 1993 - August 1994
Skills
Investments, Asset Management, Investment Management, Start-ups, Lease Negotiations, Strategic Planning, Account Management, Sales Management, Private Equity, Financial Services, Servies 65, Customer Relations, Series 7, Social Networking, Social Media Marketing, Sales, Investment Properties
Education
University of Southern California 1990 — 2006
Bachelor's Degree, Social Sciences and Communication (Social Science Economics)
La Canada High School 1983 — 1987
Diploma
SparkFund March 2014 - Present
ReCloset 2012 - Present
Energi, Inc. October 2012 - February 2014
Energi, Inc. November 2008 - October 2012
West Coast Asset Managment May 2008 - November 2008
Morgan Stanley July 2007 - June 2008
Skills
Energy Efficiency, Performance Contracting, Solar, Solar Energy, Contractual Agreements, Alternative Energy, Photovoltaics, Sustainable Development, Corporate Social..., New Business Development, Commodity Markets, Sustainable Business, Entrepreneurship, Climate Change, Strategy, Biomass, Program Management, Strategic Partnerships, Strategic Planning, Business Development
Education
University of Southern California 2004 — 2007
B.S., Business Administration
Box November 2013 - Present
Peninsula Sotheby's International Realty January 2013 - October 2013
Morgan Stanley January 2012 - December 2012
Morgan Stanley May 2011 - January 2012
Morgan Stanley August 2009 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Social Media Marketing, PowerPoint, Manage Client..., Client Development, Client Relations Skills, Social Media, Office Organizing, Spanish, File Management, Spreadsheets, Outlook, Event Planning, Bookkeeping, Account Management, Accounting, Thrive in..., Dependable Team Player, Outstanding time..., Time Management, Facebook, Marketing, Customer Service, Leadership, Financial Accounting, Cross Functional Team..., Managing Accounts, People Skills, Team Leadership, Project Planning, Corporate Communications, CRM, Project Management, Team Management
Education
University of Southern California 2007 — 2011
Bachelor of Arts (B.A.), Social Sciences
Palos Verdes High School 2003 — 2007
MHT MidSpan March 2014 - Present
Intrepid Investment Bankers LLC August 2010 - December 2013
Morgan Stanley 2008 - 2010
Skills
Valuation, Private Equity
Education
University of Southern California 2005 — 2008
The Bishop's School 2000 — 2004
Merrill Lynch September 2011 - Present
Transamerica December 2010 - April 2012
Trust Company of the West September 2007 - December 2010
Morgan Stanley April 2006 - August 2007
Fairfield June 2004 - August 2004
Skills
Financial Modeling, Sales, Strategy, Series 7, Investments, Financial Analysis, Finance, Valuation
Education
University of Southern California 2003 — 2007
BS, Business Administration
Aljian Capital Management September 2013 - Present
Morgan Stanley February 1994 - September 2013
Paine Webber December 1987 - February 1994
Skills
Asset Management, Finance, Management, Portfolio Management, Series 7, Wealth Management, Investments, Fixed Income, Equities, Bonds, Mutual Funds, Retirement Planning
Education
University of Southern California 1971 — 1973
Bachelor of Arts (BA), Economics
Freelance September 2012 - Present
RealAgile April 2011 - December 2011
Disneyland Resort December 2007 - August 2010
Altera Real Estate October 2006 - August 2010
The Robin Milonakis Group 2010 - 2010
RE/MAX Real Estate Services June 2005 - May 2008
RE/MAX Real Estate Services June 2005 - May 2008
Signature Resources (John Hancock Financial Network) March 2004 - May 2005
Disneyland May 2003 - December 2003
Morgan Stanley 2003 - 2003
Skills
Customer Service, Marketing, Real Estate, Management, Contract Negotiation
Education
University of Southern California
BA, Economics
resmio GmbH July 2015 - Present
Societly January 2015 - Present
BrowseLabs July 2013 - December 2014
Siemer & Associates January 2010 - July 2013
Siemer & Associates August 2009 - January 2010
ORIX Venture Finance October 2008 - March 2009
Houlihan Lokey March 2007 - October 2008
Marshall & Stevens 2006 - 2006
Morgan Stanley 2005 - 2006
Smith Barney 2004 - 2005
Skills
Valuation, Financial Modeling, Finance, Due Diligence, Entrepreneurship, Investment Banking, Private Equity, Start-ups, Restructuring, Corporate Development, Mergers & Acquisitions, Business Strategy, LBO, Investments, Venture Capital, Negotiation, Portfolio Management, Private Placements, DCF
Education
University of Southern California
BS, Finance
University of Southern California - Marshall School of Business
Business Administration, Finance
Soterian Systems, LLC June 2015 - Present
Greg Scharlach, LLC January 2010 - June 2015
Orchard Development May 2006 - December 2008
comScore Networks January 2005 - May 2006
Hitwise April 2004 - October 2004
Media Metrix 1999 - 2001
Morgan Stanley January 1999 - December 1999
Piper Jaffray January 1997 - January 1999
Prudential Securities 1995 - 1996
Universal Studios 1990 - 1992
Skills
Digital Marketing, Market Research, Online Advertising, Analytics, Salesforce.com, Wealth Management, New Business Development
Education
University of Southern California 1987 — 1992
TWIW Insurance Services, LLC June 2009 - Present
Morgan Stanley January 2007 - January 2009
Union Banc January 2006 - January 2007
Education
University of Southern California 2007 — 2009
Business, Finance
K-Nest Silicon Valley September 2014 - Present
SGC Tech dba iCracked Inc. 2013 - Present
Strategic Global Capital LLC February 2012 - 2015
HSBC April 2005 - November 2011
JPMorgan Chase March 2004 - March 2005
Morgan Stanley October 2001 - March 2004
AXA Advisors November 2000 - October 2001
U.S. Attorney's Office 1999 - 2000
Hawaii State Representative Quentin K. Kawananakoa 26th District September 1998 - 1998
University of Hawaii at Manoa 1992 - 1998
Skills
Business Plan Evaluation, Early Stage Companies, New Venture Development, Marketing Strategy, Strategic Partnerships, Business Planning, Strategy, Leadership, Business Development, Strategic Financial..., New Business Development, Portfolio Management, Entrepreneurship, Management, Private Equity, Sales, Mergers & Acquisitions, Start-ups, Executive Management, Finance, Corporate Development, Financial Planning
Education
University of Southern California
Wells Fargo Securities June 2015 - August 2015
Revolution Capital Group May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Skills
Research, Statistics, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Valuation
Education
University of Southern California 2012 — 2016
Bachelor of Science, Business Administration (Finance Concentration)
Corona del Mar High School 2008 — 2012
High School Diploma
Argyle Capital Partners, LLC 2012 - Present
Morgan Stanley 2007 - 2012
UBS Wealth Management 2004 - 2007
Skills
Wealth Management, Investments, Retirement Planning, Uniform Combined State..., Asset Allocation, Investment Advisory, Finance, Strategic Financial..., Licensing, Investment Strategies
Education
University of Southern California 1995 — 1999
Communication
Montclair College Preparatory 1990 — 1994
Mortgage Master October 2012 - Present
Excel Realty Capital, Inc. January 2009 - Present
Morgan Stanley 2000 - 2004
Salomon Brothers June 1997 - January 2000
Skills
Credit, Real Estate Transactions, Loans, Commercial Mortgages, Negotiation, Commercial Real Estate, Banking, Finance, Relationship Management, Commercial Lending, Real Estate Economics, Mortgage Banking, Refinance, Funding, Mortgage Lending, Residential Homes
Education
University of South Florida
Bachelor's degree, Finance, General
Morgan Stanley 2003 - Present
Boston Consulting Group 1998 - 2003
Education
University of Southern California 1994 — 1998
BA, Econ
Platler Capital Management LLC October 2008 - Present
Prudential Financial July 2000 - May 2003
Morgan Stanley January 1997 - July 2000
Education
University of Southern California 1992 — 1995
BA, Economics
Morgan Stanley June 2014 - Present
RBC Capital Markets February 2003 - June 2014
The Walt Disney Company 1992 - 1995
Education
University of Southern California 1995 — 1998
Bachelor's Degree, Public Policy and Management
Irvine Company February 2014 - Present
Silver Portal Capital June 2012 - February 2014
Morgan Stanley March 2007 - July 2008
Piper Jaffray 2005 - 2007
RSM EquiCo 2004 - 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Private Equity, Investments, Asset Management, Mergers & Acquisitions, Investment Banking, Corporate Finance
Education
University of Southern California
University of Southern California
Bachelor of Science (B.S.), Finance / Real Estate
Morgan Stanley April 2008 - Present
Power 2007 - 2007
Education
University of Southern California 1999 — 2003
Invoice2go February 2015 - Present
Ampush August 2013 - February 2015
Ampush May 2013 - August 2013
BayStreet Research May 2009 - May 2013
Black Mountain Equity 2008 - May 2009
Morgan Stanley April 2007 - August 2007
Skills
user acquisition, Digital Marketing, Competitive Analysis, Social Media Marketing, Market Research, Mobile Marketing, Performance Based..., Mobile Advertising, Analytics, Competitive Intelligence, Market Modeling, Facebook Marketing, Equity Research, Private Equity, Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Microsoft Word, PowerPoint, C++, Java, SQL, Mobile Devices, Video Games, Primary Research, Market Analysis, Business Analysis, performance mark, Marketing Strategy, mobile user acquisition, Online Advertising, Social Media, Management, Marketing, Strategy, Start-ups, Online Marketing, Entrepreneurship, Advertising, Facebook, Digital Media
Education
University of Southern California 2004 — 2008
BS, Business Administration
Menlo School 2000 — 2004
Morgan Stanley May 1992 - Present
Education
University of Southern California 1986 — 1990
BA, Accounting
JPMorgan Securities LLC August 2012 - Present
Morgan Stanley Smith Barney January 2011 - August 2012
Morgan Stanley Smith Barney October 2009 - January 2011
Morgan Stanley June 2006 - October 2009
Morgan Stanley 2005 - 2006
Presidio Financial Partners 2003 - 2006
C.E. Unterberg, Towbin 2001 - 2003
Montgomery Securities 1997 - 2000
Education
University of Southern California 1993 — 1997
Bachelor of Arts (B.A.), Communication, General
Redwood High School 1989 — 1993
diploma
UBS Financial Services Inc. January 2009 - Present
Morgan Stanley May 2003 - January 2009
Education
University of Southern California 1998 — 2003
BA, Economics and Psychology
La Salle High School 1994 — 1998
Merrill Lynch December 2012 - Present
Morgan Stanley September 2010 - December 2012
Daystar Capital Partners, Inc January 2003 - August 2010
Skills
Entrepreneurship, Leadership, Investments, Asset Managment, Asset Management, Due Diligence, Venture Capital, Banking, Valuation, Start-ups, Wealth Management, Retirement Planning, Finance, Portfolio Management, Business Development, Financial Analysis, Loans, Financial Services, Financial Modeling, Management, Real Estate, Strategic Financial..., Strategy, Private Equity, Investment Banking, Financial Planning
Education
University of Southern California 1983 — 1986
MS, Systems Management
University of Southern California
Bachelor of Business Administration (B.B.A.)
Broxton Capital Advisors November 2007 - Present
Stratham Homes May 2003 - May 2007
Headlands Reserve/Master Plan Developments September 2000 - May 2003
Morgan Stanley December 1998 - September 2000
Dabney Resnick/Imperial Capital March 1997 - November 1998
Los Angeles Times March 1990 - March 1997
Skills
Online Advertising, Sales Management, Digital Marketing, Start-ups, Social Media Marketing, Private Equity, Social Media, Mergers, Sales, Real Estate, Strategic Planning, Financial Modeling, Strategy, Entrepreneurship, Mergers & Acquisitions, Management, Market Analysis, Business Planning, Contract Negotiation, Finance
Education
University of Southern California
Smith Barney May 2007 - September 2007
Morgan Stanley May 2006 - September 2006
U.S. Credit Bureau, Inc. May 2005 - September 2005
Skills
Valuation, Financial Modeling
Education
University of Southern California
BS, Business Administration
University of Southern California - Marshall School of Business
BS, Business Administration- Managerial Consulting
Triad Retail Media April 2013 - Present
Freelance Marketing / Communications 2003 - 2015
CMS/Image Remit March 2009 - March 2012
CMS/Image Remit October 2004 - March 2009
Morgan Stanley July 1999 - July 2003
Skills
Marketing, Copywriting, Adult Learning Theory, Analysis, Editing, Product Marketing, Graphic Design, Strategic Planning, Product Management, Management, Market Research, Product Development, Microsoft Office, Process Improvement, Public Relations, Content Management, Project Management, Webinars, Strategy, Business Analysis, Budgets, Customer Service, Sales, Marketing Strategy, Software Documentation, Leadership, Online Marketing, Training, CRM, Social Media Marketing, Marketing Communications, Advertising, Online Advertising, Press Releases, Email Marketing, Digital Marketing, Integrated Marketing, Digital Media
Education
Dearborn Financial Education 2000 — 2001
Series 7 Licensed, general securities professional
University of South Florida 1984 — 1986
Mass Communications, English, Creative Writing, Psychology
Morgan Stanley August 2010 - Present
J.P. Morgan July 2005 - July 2010
MMC 20/20 July 2000 - July 2001
National Economic Research Associates July 1997 - July 2000
Skills
Financial Modeling, Mergers, IPO, Valuation, Corporate Finance, Investment Banking, Hedge Funds, Equities, Capital Markets, Fixed Income, Alternative Investments, Financial Analysis, Derivatives, Investments, LBO, Securities, Emerging Markets, Finance, Equity Research, Venture Capital
Education
University of Southern California 2003 — 2005
MBA
University of Southern California - Marshall School of Business 2003 — 2005
MBA
Vanderbilt University 1993 — 1997
BA
IMAGEination 2009 - Present
Sag Harbor Express August 2008 - October 2009
Morgan Stanley 2007 - 2008
Mint Wireless Limited 2006 - 2007
Sirk Productions 2005 - 2006
Skills
Digital Media, Copywriting, Marketing, Customer Service, Video Production, Video Editing, Final Cut Pro, Documentaries, Leadership, Film Production, Film, Photography, Advertising, Digital Strategy, Digital Marketing
Education
University of Sydney 2006 — 2007
Master's Degree, Arts: Media Practice
University of South Florida 2001 — 2004
Bachelor's Degree, Arts: Media, Broadcast Journalism
Saint Petersburg College 1998 — 2001
Associate's Degree, Liberal Arts
Ameriprise Financial March 2004 - Present
Morgan Stanley March 2000 - March 2004
Olde Discount Stockbrokers May 1997 - March 2000
Education
University of Southern California 1980 — 1984
bs, finance
Troy High School
J.P. Morgan July 2012 - Present
Barclays Capital October 2008 - November 2011
Lehman Brothers 2008 - 2008
Merrill Lynch 2005 - 2008
Morgan Stanley 1994 - 2005
Price Waterhouse 1989 - 1994
Skills
Program Management, Object Oriented Design, System Architecture, Trading Systems, Software Development, FX Options, Risk Management, Fixed Income, Emerging Markets, Foreign Exchange, SOA, Derivatives, Bonds, Electronic Trading, Integration, Investment Banking, Team Building
Education
University of Southampton 1986 — 1989
M. Phil, Chemical Physics, Liquid Crystal, Monte Carlo Simulations
University of Southampton 1983 — 1986
Bsc Hons, Chemistry
Woodberry Down 1976 — 1981
Peridiem Global Investors January 2014 - Present
Merrill Lynch 2011 - 2013
Morgan Stanley 2009 - 2011
Skills
Accounting, Credit, Bloomberg, Sales, Fixed Income, Investments, Equities, Bonds, Management, Equity Research, Valuation, Commodity, Wealth Management, Hedge Funds, Alternative Investments, Financial Modeling, Series 7, Investment Banking, Capital Markets, Portfolio Management, Private Equity, Equity Trading, Banking, Economics, Series 63, Securities, Corporate Finance, Trading, High Yield, Mergers & Acquisitions, Equity Valuation, Credit Trading
Education
University of Southern California 2005 — 2009
Bachelor of Arts (B.A.), Economics
Morgan Stanley May 2015 - Present
UBS Financial Services Inc. June 2013 - May 2015
UBS Financial Services Inc. May 2010 - June 2013
UBS Financial Services Inc. December 2009 - May 2010
Churchill Management Group May 2009 - November 2009
Education
University of Southern California 2006 — 2010
Callidus Capital Partners LLC December 2005 - Present
Morgan Stanley August 2000 - October 2002
Goldman Sachs June 1999 - August 1999
ARCO September 1994 - July 1998
Education
University of Virginia Darden School of Business 1998 — 2000
MBA, Finance
University of Southern California 1990 — 1994
BA, Economics
Vernick Financial Planning April 2015 - Present
Morgan Stanley July 2013 - March 2015
Regions Bank July 2003 - April 2012
Regions Bank July 2002 - 2012
BNI Success Masters 2008 - 2011
Bank of America January 1996 - January 2003
Skills
Leadership, Banking, Small Business, Management, Strategy, Business Development, Loans, Consumer Lending, Sales, Competitive Analysis, Real Estate, Credit, Sales Management, Finance
Education
University of South Florida
Bachelors Degree, Business Management
UBS June 2014 - Present
Morgan Stanley March 2001 - June 2014
Education
University of Southern California 1981 — 1984
BS, Accounting
Union Bank March 2005 - Present
Morgan Stanley November 1998 - October 2002
Roger Engemann and Assoc July 1994 - October 1998
Skills
Banking, Financial Analysis, Portfolio Management, Investments, Financial Modeling, Fixed Income, Asset Managment, Equities, Cash Management, Bloomberg, Mutual Funds, Treasury Management, Asset Management, Alternative Investments, Capital Markets, Valuation, Relationship Management
Education
University of Southern California
Wells Fargo Advisors, LLC October 2001 - Present
Morgan Stanley November 1975 - October 2001
Skills
Investments, Portfolio Management, Financial Advisory, Finance, Mutual Funds, Wealth Management, Retirement Planning, Financial Services, Series 7, Asset Management, Equities, Mergers & Acquisitions, Small Business, Retirement, Mortgage Lending, Investment Advisory, Strategic Financial..., Investment Management, Asset Allocation, Fixed Annuities, Securities, Alternative Investments, Fixed Income, Investment Strategies, Insurance, Series 63
Education
University of Southern California
BA, Business, Finance
Raymond James Financial, Inc. April 2015 - Present
T. Rowe Price December 2004 - April 2015
Morgan Stanley December 2003 - December 2004
Skills
Series 7, Series 66, Asset Allocation, Mutual Funds, Investment Strategies, Investment Advisory, Retirement Planning, Fixed Income, Securities, Financial Services, Asset Management
Education
University of South Florida
Master of Science in Finance, Finance
University of South Florida
Bachelor's degree, Finance
Jackson Square Aviation February 2014 - Present
Jackson Square Aviation June 2011 - February 2014
Colony Capital July 2008 - June 2011
Morgan Stanley July 2006 - July 2008
Skills
Capital Markets, Real Estate Investment, Banking, Financial Modeling, Deal Structuring, Due Diligence, Investment Properties, Asset Management, Negotiation, Investments, Real Estate
Education
University of Southern California 2001 — 2005
BS, Business Administration - Corporate Finance
ACS International School Cobham 1995 — 2001
Wells Fargo Advisors June 2008 - Present
Wells Fargo Advisors February 2001 - June 2008
Morgan Stanley November 1994 - February 2001
Skills
Investment Planning, Financial Strategies
Education
Woodbury University 2001 — 2003
Master of Business Administration (M.B.A.), Finance
University of Southern California 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Flintridge Preparatory School 1985 — 1989
High School Diploma, High School/Secondary Diplomas and Certificates
Arbonne International November 2008 - Present
Morgan Stanley 1998 - 2003
Skills
Skin Care, Nutrition, Marketing, Customer Service, Team Building, Wellness Coaching, Coaching, Public Speaking, Home Based Business, Sales, Wellness, Training, Entrepreneurship, Cosmetics, Marketing Strategy, Event Planning, Strategic Planning, Leadership, Network Marketing, Small Business, Social Media Marketing, Health & Wellness
Education
University of South Florida
MBA, Business
Univesity of South Florida, Pomona High School
Master of Business Administration (M.B.A.)
BNY Mellon 2012 - Present
BNY Mellon 2004 - 2012
Morgan Stanley 2003 - 2004
Skills
Product Management, Financial Services, Fixed Income, Product Marketing, Business Analysis, Product Development, Competitive Analysis, Pricing, Relationship Management, Cross-functional Team..., Risk Management
Education
University of Southern California 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Morgan Stanley June 1989 - Present
Citigroup Smith Barney June 1989 - June 2009
Skills
Series 63, Series 7, Series 8 (9/10), Series 3, FINRA, Mutual Funds, Wealth Management, Asset Allocation, Securities, Series 65, AML, Alternative Investments, Hedge Funds, Retirement Planning, Fixed Income, Investments, Asset Management, Series 24, Financial Services, Investment Advisory, Portfolio Management, Equities, Wealth Management..., ETFs, Uniform Combined State..., Separately Managed...
Education
University of Southern California
Morgan Stanley March 2013 - Present
Skills
Team Leadership, Sales, Asset Allocation, Social Networking..., Group Work, Political Knowledge, Conversational in..., Legal Research, Music Journalism, ThomsonOne, Customer Service, Social Networking Sites, Facebook, Market Research, New Media, Social Networking, Social Media, Blogging, Event Planning
Education
University of Southern California 2008 — 2012
Bachelor of Arts, Political Science, Communication
University of New South Wales 2011 — 2011
Study Abroad, Communication
Durham Academy 2004 — 2008
Morgan Stanley April 2009 - Present
Morgan Stanley March 2004 - April 2009
Fidessa 2001 - 2004
Skills
Derivatives, Electronic Trading, Equities, Equity Trading, Trading Systems, Market Data
Education
University of Southampton 1997 — 2001
Bachelor of Science (B.Sc.), Computer Science
CBRE February 2015 - Present
Gallo Wine Company November 2013 - January 2015
Gallo Wine Company May 2013 - October 2013
Gallo Wine Company July 2012 - May 2013
Morgan Stanley February 2012 - April 2012
Yellow Brick Road September 2011 - December 2011
Bunim Murray Productions May 2011 - July 2011
Conde Nast August 2010 - December 2010
BWR Public Relations May 2010 - August 2010
Allied Integrated Marketing January 2010 - May 2010
Skills
Public Relations, Event Planning, Social Media, Social Networking, Facebook, Press Releases, Social Media Marketing, Blogging, Public Speaking, Strategic Communications, Market Research, Marketing, Spanish, Sales, Marketing Communications, PowerPoint, Microsoft Office
Education
University of Southern California 2008 — 2012
B.A. in Public Relations, Minor in Business Administration
Global Utilities Brokerage July 2012 - Present
S.O. Health Center January 2000 - Present
Iguana Comics and Games March 2011 - December 2012
LPL Financial April 2000 - August 2001
Morgan Stanley June 1997 - March 2000
Skills
Retirement Planning, Entrepreneurship, Business Development, Market Planning, Asset Managment, Risk Assessment, Team Building, Telecommunications, Energy Brokerage, Energy Deregulation
Education
University of Southern California 1988 — 1992
A-Mark Precious Metals, Inc. September 2013 - Present
BodyArmor SuperDrink June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Education
University of Southern California
Bachelor of Arts (BA), Economics
Morgan Stanley June 2013 - Present
Citi June 2012 - August 2012
Aletheia Research and Management, Inc. January 2010 - October 2011
Skills
Investments, Real Estate, Activism, Investment Banking, Financial Analysis, Corporate Finance, Valuation, Bloomberg, Financial Modeling, Asset Management, Hedge Funds
Education
University of Southern California 2009 — 2012
Bachelor of Science (BS), Business Administration, Finance
Fisher Investments March 1999 - Present
Morgan Stanley April 1997 - February 1999
Franklin Templeton Investments January 1992 - March 1997
Skills
Mutual Funds, Securities, Financial Services, Series 7, Portfolio Management, Equities, Investments, Asset Management, Series 63, Retirement Planning
Education
University of Southern California
Bachelor's degree, International Relations and Affairs