Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Nick Mancini Nick Mancini's Morgan Stanley Experience June 2012 - July 2014
Job Associate, TPG Growth
Industry Financial Services
Experience
TPG August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Brigade Capital Management June 2010 - July 2010
Novacap May 2009 - August 2009
Novacap June 2008 - August 2008
Jitney Trade Inc. June 2007 - August 2007
Education
Boston College 2008 — 2012
BS, Finance, Accounting, Economics, Summa Cum Laude
Phillips Exeter Academy 2006 — 2008
High Honors
TPG August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Brigade Capital Management June 2010 - July 2010
Novacap May 2009 - August 2009
Novacap June 2008 - August 2008
Jitney Trade Inc. June 2007 - August 2007
Education
Boston College 2008 — 2012
BS, Finance, Accounting, Economics, Summa Cum Laude
Phillips Exeter Academy 2006 — 2008
High Honors
Matthew Munfakh's Morgan Stanley Experience June 2015 - Present
Job Carroll School of Management Peer Advisor at Boston College
Industry
Experience
Morgan Stanley June 2015 - Present
Boston College August 2015 - Present
Boston College Student Admissions Program September 2012 - Present
Boston College January 2014 - May 2015
Washington University School of Medicine May 2014 - August 2014
Wildflower Restuarant May 2012 - August 2013
Education
Boston College - Carroll School of Management 2012 — 2016
Finance Concentration, Math minor
The University of Edinburgh 2014 — 2014
Morgan Stanley June 2015 - Present
Boston College August 2015 - Present
Boston College Student Admissions Program September 2012 - Present
Boston College January 2014 - May 2015
Washington University School of Medicine May 2014 - August 2014
Wildflower Restuarant May 2012 - August 2013
Education
Boston College - Carroll School of Management 2012 — 2016
Finance Concentration, Math minor
The University of Edinburgh 2014 — 2014
Ellen Takagi's Morgan Stanley Experience January 1980 - March 1996
Job Sr. Vice President Financial Advisor at RBC Wealth Management Financial Services
Industry Financial Services
Experience
RBC Wealth Management December 2002 - Present
Credit Suisse March 2001 - December 2002
JPMorgan Chase March 1996 - March 2001
Morgan Stanley January 1980 - March 1996
Merrill Lynch January 1978 - January 1980
Education
Boston College - Carroll School of Management 1972 — 1976
Bachelor of Applied Science (BASc), Marketing
RBC Wealth Management December 2002 - Present
Credit Suisse March 2001 - December 2002
JPMorgan Chase March 1996 - March 2001
Morgan Stanley January 1980 - March 1996
Merrill Lynch January 1978 - January 1980
Education
Boston College - Carroll School of Management 1972 — 1976
Bachelor of Applied Science (BASc), Marketing
Michael McGinty's Morgan Stanley Experience April 2005 - January 2009
Job Senior Wealth Consultant Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors December 2014 - Present
The ELS Group January 2010 - December 2014
Morgan Stanley April 2005 - January 2009
Skills
Investments
Education
Boston College - Carroll School of Management 1997 — 2001
Briarcliff high school 1993 — 1997
Mariner Wealth Advisors December 2014 - Present
The ELS Group January 2010 - December 2014
Morgan Stanley April 2005 - January 2009
Skills
Investments
Education
Boston College - Carroll School of Management 1997 — 2001
Briarcliff high school 1993 — 1997
Luke Laidley Luke Laidley's Morgan Stanley Experience May 2001 - November 2004
Job Vice President at Incapital
Industry Investment Management
Experience
Incapital June 2014 - Present
Firth Trading January 2010 - June 2014
Goldman Sachs October 2006 - January 2010
Van Kampen Investments November 2004 - October 2006
Morgan Stanley May 2001 - November 2004
Skills
Asset Management, Wealth Management, Alternative Investments
Education
Boston College 1997 — 2001
Marquette University 1997 — 1998
Incapital June 2014 - Present
Firth Trading January 2010 - June 2014
Goldman Sachs October 2006 - January 2010
Van Kampen Investments November 2004 - October 2006
Morgan Stanley May 2001 - November 2004
Skills
Asset Management, Wealth Management, Alternative Investments
Education
Boston College 1997 — 2001
Marquette University 1997 — 1998
Michael Weir's Morgan Stanley Experience June 2002 - December 2009
Job Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank July 2014 - Present
UBS Securities Co., Ltd December 2011 - July 2014
Citadel LLC December 2009 - October 2011
Morgan Stanley June 2002 - December 2009
Goldman Sachs June 1998 - May 2002
Skills
Credit Trading, Leveraged Finance, Loans, High Yield, High Yield Bonds, Credit Derivatives, Leveraged Lending, Distressed Debt, Debt Restructuring, Credit Analysis, Bonds, Capital Markets, Fixed Income, Hedge Funds, Structured Finance, Trading
Education
Boston College 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Deutsche Bank July 2014 - Present
UBS Securities Co., Ltd December 2011 - July 2014
Citadel LLC December 2009 - October 2011
Morgan Stanley June 2002 - December 2009
Goldman Sachs June 1998 - May 2002
Skills
Credit Trading, Leveraged Finance, Loans, High Yield, High Yield Bonds, Credit Derivatives, Leveraged Lending, Distressed Debt, Debt Restructuring, Credit Analysis, Bonds, Capital Markets, Fixed Income, Hedge Funds, Structured Finance, Trading
Education
Boston College 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Lauren Pineo's Morgan Stanley Experience March 2000 - January 2001
Job Cardiology Specialty Sales Representative at Boehringer Ingelheim
Industry Pharmaceuticals
Experience
Boehringer Ingelheim June 2006 - Present
Berry Insurance Agency, Inc. June 2002 - June 2006
Merrill Lynch January 2002 - May 2002
The Castle Group September 2001 - January 2002
The FAB Awards February 2001 - May 2001
Morgan Stanley March 2000 - January 2001
Skills
Pharmaceutical Industry, Cardiology, Product Launch, Pharmaceutical Sales, Sales Effectiveness, Pilates, Managed Care, Marketing, Sales, Sales Operations, Pulmonology, Hospital Sales
Education
Boston College 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Carroll School of Management Marketing, Graduated Magna Cum Laude with GPA 3.6
Boehringer Ingelheim June 2006 - Present
Berry Insurance Agency, Inc. June 2002 - June 2006
Merrill Lynch January 2002 - May 2002
The Castle Group September 2001 - January 2002
The FAB Awards February 2001 - May 2001
Morgan Stanley March 2000 - January 2001
Skills
Pharmaceutical Industry, Cardiology, Product Launch, Pharmaceutical Sales, Sales Effectiveness, Pilates, Managed Care, Marketing, Sales, Sales Operations, Pulmonology, Hospital Sales
Education
Boston College 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Carroll School of Management Marketing, Graduated Magna Cum Laude with GPA 3.6
Amber Ruther's Morgan Stanley Experience March 2015 - July 2015
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
McPhillips, Fitzgerald & Cullum L.L.P. June 2010 - Present
Morgan Stanley March 2015 - July 2015
Lake George School Store May 2008 - June 2013
Porreca's Restaurant June 2012 - September 2012
Skills
Customer Service, Bookkeeping, Creativity, Organization, Filing, Teamwork, Prezi, Leadership, Finance, Social Entrepreneurship, Administrative Work, Sales, Workshops, Microsoft Excel, Microsoft Word, PowerPoint, Typing, Resume Writing, Event Planning, Social Media, Advertising, Writing, Presentations, Inventory, Product Ordering, Time Management, Research, Management, Social Networking, Facebook, Data Analysis, Microsoft Office, Public Speaking, Market Research
Education
Boston College - Carroll School of Management 2013 — 2017
Major in Finance, Minor in Applied Psychology
Lake George Jr./Sr. High School 2007 — 2013
96.21
McPhillips, Fitzgerald & Cullum L.L.P. June 2010 - Present
Morgan Stanley March 2015 - July 2015
Lake George School Store May 2008 - June 2013
Porreca's Restaurant June 2012 - September 2012
Skills
Customer Service, Bookkeeping, Creativity, Organization, Filing, Teamwork, Prezi, Leadership, Finance, Social Entrepreneurship, Administrative Work, Sales, Workshops, Microsoft Excel, Microsoft Word, PowerPoint, Typing, Resume Writing, Event Planning, Social Media, Advertising, Writing, Presentations, Inventory, Product Ordering, Time Management, Research, Management, Social Networking, Facebook, Data Analysis, Microsoft Office, Public Speaking, Market Research
Education
Boston College - Carroll School of Management 2013 — 2017
Major in Finance, Minor in Applied Psychology
Lake George Jr./Sr. High School 2007 — 2013
96.21
Omar E. Parra's Morgan Stanley Experience 2009 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2009 - Present
Morgan Stanley 2005 - 2009
Morgan Stanley 2002 - 2005
Longwood Investment Advisors Inc. 2000 - 2001
PaineWebber Inc. Institutional Sales 1999 - 2000
Skills
Financial Modeling, Series 7, Series 63, Fixed Income, Series 99, Bloomberg, Hedge Funds, OTC Derivatives, Interest Rate Swaps, Markitwire, Swapswire, US Treasuries, Global Fixed Income, Government Agencies, Credit Default Swaps, LATAM, Central Banks, Operational Risk..., Enterprise Risk..., Offshore Outsourcing, Nearshore Outsourcing, Client Relationship..., Internal Controls, Basel II, Basel III, Dodd-Frank, Tradeweb, MarketAxess, Business Process..., Business Strategy, Entrepreneurship, ICAP Brokertec, US Repo, FINRA, MBS, OTC Clearing, Prime Brokerage, CDS, Financial Risk, Derivatives, Electronic Trading, Bonds, Capital Markets, Interest Rate..., Middle Office, Equity Derivatives, Options
Education
Boston College
International Studies, Finance/International Political Economics
Morgan Stanley 2009 - Present
Morgan Stanley 2005 - 2009
Morgan Stanley 2002 - 2005
Longwood Investment Advisors Inc. 2000 - 2001
PaineWebber Inc. Institutional Sales 1999 - 2000
Skills
Financial Modeling, Series 7, Series 63, Fixed Income, Series 99, Bloomberg, Hedge Funds, OTC Derivatives, Interest Rate Swaps, Markitwire, Swapswire, US Treasuries, Global Fixed Income, Government Agencies, Credit Default Swaps, LATAM, Central Banks, Operational Risk..., Enterprise Risk..., Offshore Outsourcing, Nearshore Outsourcing, Client Relationship..., Internal Controls, Basel II, Basel III, Dodd-Frank, Tradeweb, MarketAxess, Business Process..., Business Strategy, Entrepreneurship, ICAP Brokertec, US Repo, FINRA, MBS, OTC Clearing, Prime Brokerage, CDS, Financial Risk, Derivatives, Electronic Trading, Bonds, Capital Markets, Interest Rate..., Middle Office, Equity Derivatives, Options
Education
Boston College
International Studies, Finance/International Political Economics
Bryan Curran's Morgan Stanley Experience May 2010 - September 2010
Job Boston College Law School Graduate
Industry Law Practice
Experience
Ropes & Gray LLP May 2014 - July 2014
Massachusetts Appeals Court September 2013 - December 2013
Middlesex District Attorney's Office - Appeals Bureau May 2013 - August 2013
St. Sebastian's School 2011 - 2012
Morgan Stanley May 2010 - September 2010
Heartland Alliance - Chicago Kent College of Law May 2009 - December 2009
Education
Boston College Law School 2012 — 2015
Doctor of Law (J.D.)
Middlebury College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Taft School 2006 — 2007
High School
Ropes & Gray LLP May 2014 - July 2014
Massachusetts Appeals Court September 2013 - December 2013
Middlesex District Attorney's Office - Appeals Bureau May 2013 - August 2013
St. Sebastian's School 2011 - 2012
Morgan Stanley May 2010 - September 2010
Heartland Alliance - Chicago Kent College of Law May 2009 - December 2009
Education
Boston College Law School 2012 — 2015
Doctor of Law (J.D.)
Middlebury College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Taft School 2006 — 2007
High School
Lu Cui's Morgan Stanley Experience June 2010 - March 2012
Job IBD Associate Healthcare NA at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2013 - Present
Tegris LLC March 2012 - December 2013
Morgan Stanley June 2010 - March 2012
Oppenheimer & Co Inc. June 2009 - August 2009
Boston College January 2009 - May 2009
ZAIS Group, LLC May 2007 - August 2007
Skills
Debt Restructuring, Corporate Finance, Valuation, Networking, Series 63, Series 79
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
BS, Finance, Accounting
NYU, Polytechnic Institution
JPMorgan Chase December 2013 - Present
Tegris LLC March 2012 - December 2013
Morgan Stanley June 2010 - March 2012
Oppenheimer & Co Inc. June 2009 - August 2009
Boston College January 2009 - May 2009
ZAIS Group, LLC May 2007 - August 2007
Skills
Debt Restructuring, Corporate Finance, Valuation, Networking, Series 63, Series 79
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
BS, Finance, Accounting
NYU, Polytechnic Institution
David K. Moyston, MBA's Morgan Stanley Experience August 2003 - February 2006
Job Sr. Financial Analyst
Industry Investment Management
Experience
SunTrust Bank August 2011 - Present
John Hancock Life Insurance Company (U.S.A.) May 2009 - August 2011
Fifth Third Bank/Securities November 2007 - May 2009
PNC Bank March 2006 - October 2007
Morgan Stanley August 2003 - February 2006
Skills
Wealth Management, Relationship Management, Small Business, Estate Planning, Investment Management, Life & Health Insurance..., Wealth Accumulation..., Investments, Portfolio Management, Wealth Management..., Retirement Planning, Banking, Strategic Financial..., Credit Analysis, Financial Services, Asset Management, Strategic Planning, Finance, Management, Financial Analysis, Closely Held Business, Privately Held..., Mutual Funds
Education
University of Central Florida - College of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
B.S., Finance
St Benedict's Prep
SunTrust Bank August 2011 - Present
John Hancock Life Insurance Company (U.S.A.) May 2009 - August 2011
Fifth Third Bank/Securities November 2007 - May 2009
PNC Bank March 2006 - October 2007
Morgan Stanley August 2003 - February 2006
Skills
Wealth Management, Relationship Management, Small Business, Estate Planning, Investment Management, Life & Health Insurance..., Wealth Accumulation..., Investments, Portfolio Management, Wealth Management..., Retirement Planning, Banking, Strategic Financial..., Credit Analysis, Financial Services, Asset Management, Strategic Planning, Finance, Management, Financial Analysis, Closely Held Business, Privately Held..., Mutual Funds
Education
University of Central Florida - College of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
B.S., Finance
St Benedict's Prep
Harriet Chan King's Morgan Stanley Experience July 2013 - June 2014
Job Senior Strategic Sourcing Manager at NYC Department of Information Technology & Telecommunications
Industry Information Technology and Services
Experience
NYC Department of Information Technology & Telecommunications August 2014 - Present
Morgan Stanley July 2013 - June 2014
Marsh & McLennan Companies, Inc. December 2012 - June 2013
Neuberger Berman Group LLC August 2009 - November 2012
Barclays Capital October 2008 - August 2009
Lehman Brothers October 2006 - September 2008
Verizon 1996 - 2006
Department of Information Technology and Telecommunications 1988 - 1996
Skills
Strategic Sourcing, Supplier Diversity, Software Licensing, Global Sourcing, Computer Hardware, Telecommunications, Outsourcing, Vendor Management, Legal Writing, E-procurement, Contract Negotiation, Risk Management, Supply Chain Management, Spend Analysis, supplier relationship..., Oral & Written..., Management and Training, Cross-functional Team..., Sourcing, Supply Management, Business Strategy, Business Process..., Supplier Development, Management, RFP, Leadership, Negotiation, Project Planning, Mergers & Acquisitions, Process Improvement, Data Center, Professional Services, Strategy, Financial Services
Education
Boston College Law School
JD, Law
Boston University
BA, Sociology
Hunter College High School
NYC Department of Information Technology & Telecommunications August 2014 - Present
Morgan Stanley July 2013 - June 2014
Marsh & McLennan Companies, Inc. December 2012 - June 2013
Neuberger Berman Group LLC August 2009 - November 2012
Barclays Capital October 2008 - August 2009
Lehman Brothers October 2006 - September 2008
Verizon 1996 - 2006
Department of Information Technology and Telecommunications 1988 - 1996
Skills
Strategic Sourcing, Supplier Diversity, Software Licensing, Global Sourcing, Computer Hardware, Telecommunications, Outsourcing, Vendor Management, Legal Writing, E-procurement, Contract Negotiation, Risk Management, Supply Chain Management, Spend Analysis, supplier relationship..., Oral & Written..., Management and Training, Cross-functional Team..., Sourcing, Supply Management, Business Strategy, Business Process..., Supplier Development, Management, RFP, Leadership, Negotiation, Project Planning, Mergers & Acquisitions, Process Improvement, Data Center, Professional Services, Strategy, Financial Services
Education
Boston College Law School
JD, Law
Boston University
BA, Sociology
Hunter College High School
Carina Moran's Morgan Stanley Experience 1996 - 2000
Job VP Marketing at WeAre8
Industry Internet
Experience
WeAre8 March 2015 - Present
HouseTab December 2013 - January 2015
Cece Toppings May 2011 - December 2013
JAForlines Global 2011 - 2012
Broadbent Interiors 2006 - 2011
Morgan Stanley 1996 - 2000
Morgan Stanley 1994 - 1996
NatWest 1993 - 1994
Accenture 1991 - 1993
Skills
Investments, Equities, Microsoft Excel, Trading, English, Mutual Funds, Microsoft Office, PowerPoint, Startups, Marketing, Strategy, Valuation, Management, Start-ups, Business Development, Advertising, Business Strategy, Fashion Design, Marketing Strategy, Sales, Social Media, Social Media Marketing, Digital Marketing, Strategic Partnerships, Strategic Planning, Marketing Communications
Education
Boston College - Carroll School of Management 1987 — 1991
Bachelor of Science (BS), Marketing
WeAre8 March 2015 - Present
HouseTab December 2013 - January 2015
Cece Toppings May 2011 - December 2013
JAForlines Global 2011 - 2012
Broadbent Interiors 2006 - 2011
Morgan Stanley 1996 - 2000
Morgan Stanley 1994 - 1996
NatWest 1993 - 1994
Accenture 1991 - 1993
Skills
Investments, Equities, Microsoft Excel, Trading, English, Mutual Funds, Microsoft Office, PowerPoint, Startups, Marketing, Strategy, Valuation, Management, Start-ups, Business Development, Advertising, Business Strategy, Fashion Design, Marketing Strategy, Sales, Social Media, Social Media Marketing, Digital Marketing, Strategic Partnerships, Strategic Planning, Marketing Communications
Education
Boston College - Carroll School of Management 1987 — 1991
Bachelor of Science (BS), Marketing
Margaret Lawrence's Morgan Stanley Experience June 2012 - May 2014
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
Morgan Stanley June 2012 - May 2014
Barclays June 2011 - August 2011
Skills
Equities, Financial Analysis, Valuation, Derivatives
Education
Boston College 2009 — 2012
Bachelor of Arts (B.A.), Economics
Goldman Sachs June 2014 - Present
Morgan Stanley June 2012 - May 2014
Barclays June 2011 - August 2011
Skills
Equities, Financial Analysis, Valuation, Derivatives
Education
Boston College 2009 — 2012
Bachelor of Arts (B.A.), Economics
Eric P. Van Allen Eric P. Van Allen's Morgan Stanley Experience September 2006 - May 2007
Job Executive Director, Compliance & Operational Risk Control at UBS Asset Management
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - February 2015
Morgan Stanley Wealth Management May 2013 - February 2014
Morgan Stanley International Wealth Management April 2011 - April 2013
Morgan Stanley Wealth Management June 2007 - March 2011
Morgan Stanley September 2006 - May 2007
Morgan Stanley Wealth Management August 2004 - August 2006
American Stock Exchange April 2003 - August 2004
US Securities and Exchange Commission September 1999 - April 2003
Education
Boston College Law School 1996 — 1999
J.D.
University of California, Berkeley 1989 — 1994
B.S., Industrial Engineering and Operations Research
Brown Brothers Harriman March 2014 - February 2015
Morgan Stanley Wealth Management May 2013 - February 2014
Morgan Stanley International Wealth Management April 2011 - April 2013
Morgan Stanley Wealth Management June 2007 - March 2011
Morgan Stanley September 2006 - May 2007
Morgan Stanley Wealth Management August 2004 - August 2006
American Stock Exchange April 2003 - August 2004
US Securities and Exchange Commission September 1999 - April 2003
Education
Boston College Law School 1996 — 1999
J.D.
University of California, Berkeley 1989 — 1994
B.S., Industrial Engineering and Operations Research
Patrick Mulhearn's Morgan Stanley Experience April 2008 - Present
Job Trader at Morgan Stanley
Industry Financial Services
Experience
U.S October 2010 - Present
Morgan Stanley April 2008 - Present
Morgan Stanley April 2008 - Present
Morgan Stanley April 2008 - October 2010
Royal Bank October 2006 - April 2008
RBS Greenwich Capital 2006 - 2008
Skills
Trading
Education
Boston College 2002 — 2006
Mathematics and Economics
Boston College
Bachelor of Arts, Economics and Mathematics; Economic Theory and Public and International Finance; Economics; Mathemat
U.S October 2010 - Present
Morgan Stanley April 2008 - Present
Morgan Stanley April 2008 - Present
Morgan Stanley April 2008 - October 2010
Royal Bank October 2006 - April 2008
RBS Greenwich Capital 2006 - 2008
Skills
Trading
Education
Boston College 2002 — 2006
Mathematics and Economics
Boston College
Bachelor of Arts, Economics and Mathematics; Economic Theory and Public and International Finance; Economics; Mathemat
Prince Kyereme's Morgan Stanley Experience April 2007 - June 2007
Job Senior Fund Accountant at Citco Fund Services
Industry Financial Services
Experience
The Citco Group of Companies December 2014 - Present
Sika Capital Management, LLC March 2014 - December 2014
Sika Capital Management, LLC January 2014 - March 2014
Deutsche Bank August 2008 - December 2013
State Street June 2007 - June 2008
Morgan Stanley April 2007 - June 2007
Merrill Lynch October 2006 - February 2007
Thomson Financial June 2006 - January 2007
Skills
Hedge Funds, Wealth Management, Bloomberg, Equities, Securities, Financial Modeling, Bloomberg Terminal, Financial Analysis, Investments, Capital Markets, Fixed Income, Swaps, Fund Accounting, Alternative Investments, Fund Administration, Equity Valuation, Financial Reporting, Financial Services, Account Reconciliation, Microsoft Office, Reuters, PerTrac
Education
Boston College 2003 — 2007
Bachelor of Science (B.S.), Finance, General
The Citco Group of Companies December 2014 - Present
Sika Capital Management, LLC March 2014 - December 2014
Sika Capital Management, LLC January 2014 - March 2014
Deutsche Bank August 2008 - December 2013
State Street June 2007 - June 2008
Morgan Stanley April 2007 - June 2007
Merrill Lynch October 2006 - February 2007
Thomson Financial June 2006 - January 2007
Skills
Hedge Funds, Wealth Management, Bloomberg, Equities, Securities, Financial Modeling, Bloomberg Terminal, Financial Analysis, Investments, Capital Markets, Fixed Income, Swaps, Fund Accounting, Alternative Investments, Fund Administration, Equity Valuation, Financial Reporting, Financial Services, Account Reconciliation, Microsoft Office, Reuters, PerTrac
Education
Boston College 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Kevin Davey, CFA's Morgan Stanley Experience 1997 - 1999
Job Institutional Sales and Marketing at First Eagle Investment Management
Industry Investment Management
Experience
First Eagle Investment Management July 2011 - Present
Goldman Sachs Asset Management 1999 - July 2011
Morgan Stanley 1997 - 1999
Skills
Series 7, Alternative Investments, Institutional..., Bloomberg, High Yield, Equities, Portfolio Management, Fund Of Funds, Options, Financial Services, Equity Research, Hedge Funds, Mutual Funds, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management
Bachelor of Science, Finance
San Diego State University-California State University
MBA, Finance
First Eagle Investment Management July 2011 - Present
Goldman Sachs Asset Management 1999 - July 2011
Morgan Stanley 1997 - 1999
Skills
Series 7, Alternative Investments, Institutional..., Bloomberg, High Yield, Equities, Portfolio Management, Fund Of Funds, Options, Financial Services, Equity Research, Hedge Funds, Mutual Funds, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management
Bachelor of Science, Finance
San Diego State University-California State University
MBA, Finance
McMillan, Quentin's Morgan Stanley Experience July 2011 - September 2015
Job Director P&C Insurance Analyst KBW
Industry Financial Services
Experience
KBW September 2015 - Present
Morgan Stanley July 2011 - September 2015
Columbia Business School August 2009 - June 2011
Morgan Stanley 2010 - 2010
Canaccord/Adams May 2006 - August 2009
Fulcrum Global Partners 2005 - 2007
Education
Columbia University - Columbia Business School 2009 — 2011
Boston College 2000 — 2004
BS, Finance, Economics
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
Finance, Accounting and Strategy
KBW September 2015 - Present
Morgan Stanley July 2011 - September 2015
Columbia Business School August 2009 - June 2011
Morgan Stanley 2010 - 2010
Canaccord/Adams May 2006 - August 2009
Fulcrum Global Partners 2005 - 2007
Education
Columbia University - Columbia Business School 2009 — 2011
Boston College 2000 — 2004
BS, Finance, Economics
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
Finance, Accounting and Strategy
Mallory MacKenzie Mallory MacKenzie's Morgan Stanley Experience June 2011 - May 2014
Job Account Executive at GuideSpark: transforming how organizations communicate and engage with their employees
Industry Internet
Experience
GuideSpark October 2015 - Present
GuideSpark March 2015 - Present
BBC Worldwide May 2014 - March 2015
Morgan Stanley June 2011 - May 2014
GE Capital June 2010 - August 2010
GE June 2009 - August 2009
Skills
Sales, SaaS, Employee Engagement, Fixed Income, Equities, Investments, Portfolio Management, Capital Markets, Series 7, Series 63, Bloomberg Terminal, Advertising Sales, Campaign Management, Online Advertising, Mobile Advertising, Digital Media, Marketing
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Management
Universitat Pompeu Fabra 2009 — 2009
Spanish Language, Literature, and Culture
Fairfield Ludlowe High School 2003 — 2007
GuideSpark October 2015 - Present
GuideSpark March 2015 - Present
BBC Worldwide May 2014 - March 2015
Morgan Stanley June 2011 - May 2014
GE Capital June 2010 - August 2010
GE June 2009 - August 2009
Skills
Sales, SaaS, Employee Engagement, Fixed Income, Equities, Investments, Portfolio Management, Capital Markets, Series 7, Series 63, Bloomberg Terminal, Advertising Sales, Campaign Management, Online Advertising, Mobile Advertising, Digital Media, Marketing
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Management
Universitat Pompeu Fabra 2009 — 2009
Spanish Language, Literature, and Culture
Fairfield Ludlowe High School 2003 — 2007
Sarah Church's Morgan Stanley Experience July 2007 - June 2014
Job Owner at S.alt Design Co
Industry Design
Experience
S.alt Design Co June 2014 - Present
Morgan Stanley July 2007 - June 2014
Skills
Hedge Funds, Sales, Fixed Income, Equities, Series 7
Education
Boston College 2003 — 2007
Bachelor of Science (B.S.), Finance and Marketing
S.alt Design Co June 2014 - Present
Morgan Stanley July 2007 - June 2014
Skills
Hedge Funds, Sales, Fixed Income, Equities, Series 7
Education
Boston College 2003 — 2007
Bachelor of Science (B.S.), Finance and Marketing
Abhinav Arora's Morgan Stanley Experience April 2015 - Present
Job Technology PM/BA at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Boxever September 2014 - February 2015
HubSpot June 2014 - September 2014
HubSpot October 2013 - May 2014
Boston College August 2012 - May 2014
HubSpot June 2013 - September 2013
Chrysler Group LLC April 2009 - July 2012
Tata Consultancy Services November 2007 - April 2009
HiTech Robotic Systemz November 2006 - November 2007
Skills
Cross-functional Team..., Management, Product Development, Software Development, Strategic Planning, Data Analysis, Market Research, Project Management, E-commerce, Strategy, Testing, Business Analysis, C, C++, Operations Management, Project Planning, Marketing Operations, Marketing Strategy, SQL, Engineering, Process Improvement, Team Management, Business Strategy, Product Marketing, Technology, Brand Management, Analytics, Growth Strategies, Digital Marketing, Business Intelligence, Business Analytics, Competitive Analysis, Automotive, Program Management, Engineering Management, KWP2000, Automotive Engineering, CAN, LIN, UDS, B2B Marketing, Salesforce.com, Marketing, Agile Methodologies, Online Survey Design
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
D.Y. Patil College of Engineering, University of Pune 2002 — 2006
Bachelor of Engineering (B.E.)
Morgan Stanley April 2015 - Present
Boxever September 2014 - February 2015
HubSpot June 2014 - September 2014
HubSpot October 2013 - May 2014
Boston College August 2012 - May 2014
HubSpot June 2013 - September 2013
Chrysler Group LLC April 2009 - July 2012
Tata Consultancy Services November 2007 - April 2009
HiTech Robotic Systemz November 2006 - November 2007
Skills
Cross-functional Team..., Management, Product Development, Software Development, Strategic Planning, Data Analysis, Market Research, Project Management, E-commerce, Strategy, Testing, Business Analysis, C, C++, Operations Management, Project Planning, Marketing Operations, Marketing Strategy, SQL, Engineering, Process Improvement, Team Management, Business Strategy, Product Marketing, Technology, Brand Management, Analytics, Growth Strategies, Digital Marketing, Business Intelligence, Business Analytics, Competitive Analysis, Automotive, Program Management, Engineering Management, KWP2000, Automotive Engineering, CAN, LIN, UDS, B2B Marketing, Salesforce.com, Marketing, Agile Methodologies, Online Survey Design
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
D.Y. Patil College of Engineering, University of Pune 2002 — 2006
Bachelor of Engineering (B.E.)
Kathleen Kramer's Morgan Stanley Experience August 2012 - August 2015
Job MBA Candidate, BC Carroll School of Management
Industry Financial Services
Experience
Morgan Stanley August 2012 - August 2015
Merrill Lynch October 2011 - July 2012
English Lacrosse Association September 2010 - October 2011
MIND Center, Hanoi, Vietnam May 2009 - July 2009
Shields Health Care Group December 2008 - February 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2017
Master of Business Administration (MBA)
Colby College 2006 — 2010
B.A, Art History and Classical Civilization, concentration in English
Norwell High School
Morgan Stanley August 2012 - August 2015
Merrill Lynch October 2011 - July 2012
English Lacrosse Association September 2010 - October 2011
MIND Center, Hanoi, Vietnam May 2009 - July 2009
Shields Health Care Group December 2008 - February 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2017
Master of Business Administration (MBA)
Colby College 2006 — 2010
B.A, Art History and Classical Civilization, concentration in English
Norwell High School
Rubab Hasnain's Morgan Stanley Experience February 2015 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Morgan Stanley February 2014 - February 2015
Morgan Stanley December 2013 - February 2014
DesignerAdvantage June 2013 - December 2013
DesignerAdvantage June 2012 - June 2013
Skills
Finance, Series 7, Series 66, Wealth Management
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Mathematics
Morgan Stanley February 2015 - Present
Morgan Stanley February 2014 - February 2015
Morgan Stanley December 2013 - February 2014
DesignerAdvantage June 2013 - December 2013
DesignerAdvantage June 2012 - June 2013
Skills
Finance, Series 7, Series 66, Wealth Management
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Mathematics
Serafino Bueti's Morgan Stanley Experience March 2012 - Present
Job Associate Intermediary and Institutional Distribution Latin America at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management December 2014 - Present
Morgan Stanley March 2012 - Present
Hudson Valley Bank September 2011 - March 2012
Hudson Valley Bank July 2010 - September 2011
Hudson Valley Bank October 2008 - July 2010
Ambassador Financial Services, LLC May 2007 - August 2007
Skills
Banking, Retail Banking, Microsoft Office, Credit, Loans, Commercial Banking, Financial Services
Education
Boston College 2004 — 2008
B.A., Mathematics
Morgan Stanley Investment Management December 2014 - Present
Morgan Stanley March 2012 - Present
Hudson Valley Bank September 2011 - March 2012
Hudson Valley Bank July 2010 - September 2011
Hudson Valley Bank October 2008 - July 2010
Ambassador Financial Services, LLC May 2007 - August 2007
Skills
Banking, Retail Banking, Microsoft Office, Credit, Loans, Commercial Banking, Financial Services
Education
Boston College 2004 — 2008
B.A., Mathematics
Alexander Halpern's Morgan Stanley Experience June 2011 - August 2011
Job Investment Banking Associate at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. January 2015 - Present
Stifel Financial Corp. March 2014 - Present
Needham & Company July 2012 - March 2014
Morgan Stanley June 2011 - August 2011
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science, Finance & Marketing
Greenwich High School 2005 — 2008
Greenwich Country Day School
Stifel Financial Corp. January 2015 - Present
Stifel Financial Corp. March 2014 - Present
Needham & Company July 2012 - March 2014
Morgan Stanley June 2011 - August 2011
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science, Finance & Marketing
Greenwich High School 2005 — 2008
Greenwich Country Day School
Andrew McElroy Andrew McElroy's Morgan Stanley Experience May 2004 - August 2004
Job Associate at Latham & Watkins
Industry Legal Services
Experience
Latham & Watkins January 2015 - Present
Sullivan & Cromwell LLP September 2012 - January 2015
Latham & Watkins June 2011 - August 2011
J.P. Morgan 2007 - 2007
Morgan Stanley May 2004 - August 2004
Skills
Private Equity, Venture Capital, Hedge Funds, Financial Modeling, Asset Management, Alternative Investments
Education
Stanford University Law School 2010 — 2012
JD, Law
Boston College Law School 2009 — 2010
JD
Princeton University 2007 — 2009
Master in Finance, Finance
Brown University 2002 — 2006
Sc.B., Applied Mathematics - Economics
Groton School 1997 — 2002
Latham & Watkins January 2015 - Present
Sullivan & Cromwell LLP September 2012 - January 2015
Latham & Watkins June 2011 - August 2011
J.P. Morgan 2007 - 2007
Morgan Stanley May 2004 - August 2004
Skills
Private Equity, Venture Capital, Hedge Funds, Financial Modeling, Asset Management, Alternative Investments
Education
Stanford University Law School 2010 — 2012
JD, Law
Boston College Law School 2009 — 2010
JD
Princeton University 2007 — 2009
Master in Finance, Finance
Brown University 2002 — 2006
Sc.B., Applied Mathematics - Economics
Groton School 1997 — 2002
Akil Stanley Akil Stanley's Morgan Stanley Experience March 2012 - March 2014
Job Security Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Morgan Stanley March 2012 - March 2014
ACS, a Xerox Company September 2002 - March 2012
Skills
Financial Analysis, Process Improvement, Auditing, PowerPoint, Risk Management, Microsoft Excel, Outlook
Education
Suffolk University 2008 — 2011
Masters, Accounting
Johnson and Wales University 1999 — 2002
Bachelor of Science, Accounting
Boston Latin School
Wells Fargo October 2014 - Present
Morgan Stanley March 2012 - March 2014
ACS, a Xerox Company September 2002 - March 2012
Skills
Financial Analysis, Process Improvement, Auditing, PowerPoint, Risk Management, Microsoft Excel, Outlook
Education
Suffolk University 2008 — 2011
Masters, Accounting
Johnson and Wales University 1999 — 2002
Bachelor of Science, Accounting
Boston Latin School
Melinda Davis Melinda Davis's Morgan Stanley Experience December 2005 - November 2008
Job Wealth Manager at Northstar Financial Planning
Industry Financial Services
Experience
Northstar Financial Planning April 2013 - Present
Reliant Mortgage Company November 2012 - April 2013
Graphic Packaging International August 2012 - November 2012
Prudential - Timothy Skwiot Financial Services December 2010 - May 2012
Morgan Stanley December 2005 - November 2008
BAE Systems 1997 - 1998
Skills
Series 7, Retirement Planning, Estate Planning, Equity Research, Strategic Financial..., Uniform Combined State..., Series 65, Equities, Hedge Funds, 529 Plans, Bloomberg, Asset Managment
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
Master of Science (MS), Finance
University of Florida 1993 — 1997
BS, Finance
Boston University
Seminole high
Northstar Financial Planning April 2013 - Present
Reliant Mortgage Company November 2012 - April 2013
Graphic Packaging International August 2012 - November 2012
Prudential - Timothy Skwiot Financial Services December 2010 - May 2012
Morgan Stanley December 2005 - November 2008
BAE Systems 1997 - 1998
Skills
Series 7, Retirement Planning, Estate Planning, Equity Research, Strategic Financial..., Uniform Combined State..., Series 65, Equities, Hedge Funds, 529 Plans, Bloomberg, Asset Managment
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
Master of Science (MS), Finance
University of Florida 1993 — 1997
BS, Finance
Boston University
Seminole high
Amod Vaze Amod Vaze's Morgan Stanley Experience July 2012 - June 2015
Job
Industry Financial Services
Experience
Morgan Stanley July 2012 - June 2015
Capital Finance Committee, Township of Montclair, NJ November 2010 - June 2012
Pride Technologies April 2010 - April 2012
amodvaze.com May 2004 - May 2010
UBS Wealth Management December 2005 - August 2008
UBS PaineWebber Inc./UBS Financial Services Inc. June 2001 - December 2005
Neuberger Berman May 2000 - August 2000
UAM Retirement Plan Services December 1997 - May 1999
The Bank of New York November 1996 - December 1997
Education
Upright Citizens Brigade 2008 — 2008
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA
University of Iowa 1993 — 1996
BBA
New York University - Polytechnic School of Engineering 1991 — 1993
Bronx High School of Science 1987 — 1991
Morgan Stanley July 2012 - June 2015
Capital Finance Committee, Township of Montclair, NJ November 2010 - June 2012
Pride Technologies April 2010 - April 2012
amodvaze.com May 2004 - May 2010
UBS Wealth Management December 2005 - August 2008
UBS PaineWebber Inc./UBS Financial Services Inc. June 2001 - December 2005
Neuberger Berman May 2000 - August 2000
UAM Retirement Plan Services December 1997 - May 1999
The Bank of New York November 1996 - December 1997
Education
Upright Citizens Brigade 2008 — 2008
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA
University of Iowa 1993 — 1996
BBA
New York University - Polytechnic School of Engineering 1991 — 1993
Bronx High School of Science 1987 — 1991
Vishal Mahadkar Vishal Mahadkar's Morgan Stanley Experience May 2011 - July 2012
Job Senior Associate, Financial Services Regulatory at PwC Consulting
Industry Legal Services
Experience
PwC Consulting September 2013 - Present
US Securities and Exchange Commission January 2013 - April 2013
United States Bankruptcy Court for the Southern District of New York May 2012 - August 2012
Morgan Stanley May 2011 - July 2012
Education
Fordham University School of Law 2010 — 2013
J.D., cum laude
Boston College 2006 — 2010
B.A., magna cum laude, Economics, History
PwC Consulting September 2013 - Present
US Securities and Exchange Commission January 2013 - April 2013
United States Bankruptcy Court for the Southern District of New York May 2012 - August 2012
Morgan Stanley May 2011 - July 2012
Education
Fordham University School of Law 2010 — 2013
J.D., cum laude
Boston College 2006 — 2010
B.A., magna cum laude, Economics, History
linda borman's Morgan Stanley Experience 1986 - 2011
Job Finance at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank June 2011 - Present
Morgan Stanley Investment Management 1986 - 2011
Morgan Stanley 1986 - 2011
Morgan Stanley 1986 - 2011
Skills
Equities, Hedge Funds, Sales, Fixed Income, Capital Markets, Bloomberg
Education
Boston College 1982 — 1986
BS, English Literature
St Vincent Ferrer High School 1978 — 1982
UBS Investment Bank June 2011 - Present
Morgan Stanley Investment Management 1986 - 2011
Morgan Stanley 1986 - 2011
Morgan Stanley 1986 - 2011
Skills
Equities, Hedge Funds, Sales, Fixed Income, Capital Markets, Bloomberg
Education
Boston College 1982 — 1986
BS, English Literature
St Vincent Ferrer High School 1978 — 1982
Martin O'Day Martin O'Day's Morgan Stanley Experience February 2015 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
BNY Mellon December 2013 - February 2015
BNY Mellon Wealth Management - Private Banking December 2011 - December 2013
BNY Mellon Wealth Management September 2009 - December 2011
City Realty Group January 2006 - September 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
Bachelor's Degree, Finance, General
Comillas Pontifical University 2007 — 2008
Finance, International Business
Morgan Stanley February 2015 - Present
BNY Mellon December 2013 - February 2015
BNY Mellon Wealth Management - Private Banking December 2011 - December 2013
BNY Mellon Wealth Management September 2009 - December 2011
City Realty Group January 2006 - September 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
Bachelor's Degree, Finance, General
Comillas Pontifical University 2007 — 2008
Finance, International Business
Thomas (T.J.) Kelley Thomas (T.J.) Kelley's Morgan Stanley Experience May 2002 - August 2002
Job Senior Pooled Product Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company September 2014 - Present
Loomis, Sayles & Company July 2009 - September 2014
Loomis, Sayles & Company September 2005 - July 2009
Eaton Vance June 2004 - July 2005
Pioneer Investments September 2003 - June 2004
Morgan Stanley May 2002 - August 2002
Skills
Equities, Investments, Mutual Funds, Asset Management, Client Service, Financial Analysis, Fixed Income, Asset Allocation, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MS, Finance
Gettysburg College 1999 — 2003
BA, Management/Business Administration
Wellesley High School 1995 — 1999
Loomis, Sayles & Company September 2014 - Present
Loomis, Sayles & Company July 2009 - September 2014
Loomis, Sayles & Company September 2005 - July 2009
Eaton Vance June 2004 - July 2005
Pioneer Investments September 2003 - June 2004
Morgan Stanley May 2002 - August 2002
Skills
Equities, Investments, Mutual Funds, Asset Management, Client Service, Financial Analysis, Fixed Income, Asset Allocation, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MS, Finance
Gettysburg College 1999 — 2003
BA, Management/Business Administration
Wellesley High School 1995 — 1999
Bénédicte Laborde's Morgan Stanley Experience October 2011 - June 2013
Job Bank Examiner at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York July 2013 - Present
Morgan Stanley October 2011 - June 2013
Morgan Stanley July 2007 - October 2011
Morgan Stanley June 2006 - August 2006
The Order of Certified Public Accountants July 2005 - August 2005
Skills
Fixed Income, French, Credit, Trading, Series 7, Series 63, FINRA, Bonds, Emerging Markets, Credit Derivatives, Business Strategy, Risk Management, Market Risk, Microsoft Excel, Bloomberg, PowerPoint
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance and Management
Boston College - Carroll School of Management 2003 — 2007
BS, Finance and International Studies
Université Paris Dauphine 2006 — 2006
Bachelor of Science (BS), Finance - Study Abroad
Federal Reserve Bank of New York July 2013 - Present
Morgan Stanley October 2011 - June 2013
Morgan Stanley July 2007 - October 2011
Morgan Stanley June 2006 - August 2006
The Order of Certified Public Accountants July 2005 - August 2005
Skills
Fixed Income, French, Credit, Trading, Series 7, Series 63, FINRA, Bonds, Emerging Markets, Credit Derivatives, Business Strategy, Risk Management, Market Risk, Microsoft Excel, Bloomberg, PowerPoint
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance and Management
Boston College - Carroll School of Management 2003 — 2007
BS, Finance and International Studies
Université Paris Dauphine 2006 — 2006
Bachelor of Science (BS), Finance - Study Abroad
BRIAN NOYES BRIAN NOYES's Morgan Stanley Experience May 2007 - October 2007
Job Registered Support Associate at Ameriprise Financial
Industry Financial Services
Experience
PYH 2013 - Present
Ameriprise Financial April 2010 - Present
Allison Financial Group 2008 - 2009
Smith Barney August 2006 - March 2008
Morgan Stanley May 2007 - October 2007
New England Financial 2005 - 2006
CCO Investments 2001 - 2005
Prudential Financial 1998 - 1999
Skills
Investments, Risk Management, Alternative Investments, Asset Allocation, Financial Services, Series 24, Relationship Management, Financial Planners, Uniform Combined State..., Life Insurance, Long-term Care, Disability Insurance
Education
Kaplan University 2002 — 2004
Bus Mgt, Business
Newbury College 1996 — 1998
Marketing, Business
Bridgewater State College 1995 — 1996
Bus Mgt
Boston Latin School 1989 — 1995
PYH 2013 - Present
Ameriprise Financial April 2010 - Present
Allison Financial Group 2008 - 2009
Smith Barney August 2006 - March 2008
Morgan Stanley May 2007 - October 2007
New England Financial 2005 - 2006
CCO Investments 2001 - 2005
Prudential Financial 1998 - 1999
Skills
Investments, Risk Management, Alternative Investments, Asset Allocation, Financial Services, Series 24, Relationship Management, Financial Planners, Uniform Combined State..., Life Insurance, Long-term Care, Disability Insurance
Education
Kaplan University 2002 — 2004
Bus Mgt, Business
Newbury College 1996 — 1998
Marketing, Business
Bridgewater State College 1995 — 1996
Bus Mgt
Boston Latin School 1989 — 1995
Melissa Rwambuya Melissa Rwambuya's Morgan Stanley Experience September 1992 - August 1996
Job Realtor at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate October 2008 - Present
HSBC Securities July 2002 - July 2006
Merrill Lynch August 1998 - July 2002
Goldman Sachs May 1997 - August 1997
Morgan Stanley September 1992 - August 1996
Skills
Credit Analysis, Fixed Income, Real Estate, Investments, Trading, Hedge Funds, Valuation, Portfolio Management, Securities, Derivatives
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Boston College 1987 — 1991
BA, Psychology
William Raveis Real Estate October 2008 - Present
HSBC Securities July 2002 - July 2006
Merrill Lynch August 1998 - July 2002
Goldman Sachs May 1997 - August 1997
Morgan Stanley September 1992 - August 1996
Skills
Credit Analysis, Fixed Income, Real Estate, Investments, Trading, Hedge Funds, Valuation, Portfolio Management, Securities, Derivatives
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Boston College 1987 — 1991
BA, Psychology
Karen Hodgekinson-Price Karen Hodgekinson-Price's Morgan Stanley Experience May 2008 - September 2009
Job Vice President at Ramirez & Co
Industry Financial Services
Experience
Ramirez & Co. Inc. July 2011 - Present
Ramirez & Co., Inc. September 2010 - July 2011
Morgan Stanley May 2008 - September 2009
Alzheimer's Association September 2006 - August 2007
UBS Investment Bank/PaineWebber, Municipal Securities Group January 1995 - March 2006
PaineWebber Incorporated January 1991 - January 1995
Skills
Investment Banking, Project Management, Financial Modeling, Selling Skills, Municipal Bonds, Financial Services, Business Development, Credit, Investments, Capital Markets, Finance, Financial Analysis, Derivatives, Management, Fixed Income, Bonds, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1997
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst 1986 — 1990
B.S, cum laude
Scarsdale High School 1982 — 1986
Ramirez & Co. Inc. July 2011 - Present
Ramirez & Co., Inc. September 2010 - July 2011
Morgan Stanley May 2008 - September 2009
Alzheimer's Association September 2006 - August 2007
UBS Investment Bank/PaineWebber, Municipal Securities Group January 1995 - March 2006
PaineWebber Incorporated January 1991 - January 1995
Skills
Investment Banking, Project Management, Financial Modeling, Selling Skills, Municipal Bonds, Financial Services, Business Development, Credit, Investments, Capital Markets, Finance, Financial Analysis, Derivatives, Management, Fixed Income, Bonds, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1997
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst 1986 — 1990
B.S, cum laude
Scarsdale High School 1982 — 1986
Lawson Tree Lawson Tree's Morgan Stanley Experience June 2000 - August 2000
Job MBA Student, University of Denver
Industry Online Media
Experience
HazeldenCast.Org May 2006 - December 2008
Clear Channel August 2005 - August 2006
WeilPod.com May 2005 - May 2006
Skadden, Arps, Slate, Meagher, and Flom August 2002 - October 2002
Morgan Stanley June 2000 - August 2000
Education
University of Southern California 2005 — 2006
MA, Media Management
Boston College 1998 — 2002
American History, History
Universidad San Francisco de Quito 2001 — 2001
Spanish, Study Abroad
Phoenix Country Day School
HazeldenCast.Org May 2006 - December 2008
Clear Channel August 2005 - August 2006
WeilPod.com May 2005 - May 2006
Skadden, Arps, Slate, Meagher, and Flom August 2002 - October 2002
Morgan Stanley June 2000 - August 2000
Education
University of Southern California 2005 — 2006
MA, Media Management
Boston College 1998 — 2002
American History, History
Universidad San Francisco de Quito 2001 — 2001
Spanish, Study Abroad
Phoenix Country Day School
Aastha Sharma's Morgan Stanley Experience December 2009 - April 2010
Job Research Assistant at Boston College Law School
Industry Legal Services
Experience
Boston College Law School August 2013 - Present
Boston College Law School August 2012 - May 2013
Juris Corp June 2008 - December 2011
Morgan Stanley December 2009 - April 2010
Juris Corp May 2007 - May 2008
Skills
Corporate Law, Securities Regulation, Legal Advice, Legal Opinions, Structured Products, Securities, Derivatives
Education
Boston College Law School 2012 — 2013
L.L.M, Business and Commercial Law
Government Law College, Mumbai
L.L.B, Law
Boston College Law School August 2013 - Present
Boston College Law School August 2012 - May 2013
Juris Corp June 2008 - December 2011
Morgan Stanley December 2009 - April 2010
Juris Corp May 2007 - May 2008
Skills
Corporate Law, Securities Regulation, Legal Advice, Legal Opinions, Structured Products, Securities, Derivatives
Education
Boston College Law School 2012 — 2013
L.L.M, Business and Commercial Law
Government Law College, Mumbai
L.L.B, Law
Linda Ko's Morgan Stanley Experience June 2006 - August 2006
Job Associate at Mercer Investments
Industry Investment Management
Experience
Mercer Investments June 2008 - Present
Grant Thornton LLP June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
Skills
Consulting, Consultants, Equities, Fixed Income, Investments, Asset Allocation, Portfolio Management, Corporate Finance, Structured Products, Defined Contribution, Defined Benefit, Alternative Investments, Wealth Management..., Investment Management, Asset Management, Due Diligence, Analysis, Sales, Sales Management, Sales Operations, Customer Service, Sales Presentations, Customer Experience, Customer Support
Education
Boston College 2004 — 2008
Bachelor's degree, Economics
Boston College, School of Arts and Science 2004 — 2008
· Bachelor of Arts, Economics ·
Mercer Investments June 2008 - Present
Grant Thornton LLP June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
Skills
Consulting, Consultants, Equities, Fixed Income, Investments, Asset Allocation, Portfolio Management, Corporate Finance, Structured Products, Defined Contribution, Defined Benefit, Alternative Investments, Wealth Management..., Investment Management, Asset Management, Due Diligence, Analysis, Sales, Sales Management, Sales Operations, Customer Service, Sales Presentations, Customer Experience, Customer Support
Education
Boston College 2004 — 2008
Bachelor's degree, Economics
Boston College, School of Arts and Science 2004 — 2008
· Bachelor of Arts, Economics ·
William Evans's Morgan Stanley Experience June 2002 - March 2008
Job Vice PresidentBankerJ.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2013 - Present
Alliance Bernstein Global Wealth Management September 2010 - June 2013
PromoGroup 2008 - September 2010
Morgan Stanley June 2002 - March 2008
Goldman Sachs March 1996 - March 2002
Skills
Asset Management, Alternative Investments, Wealth Management, Series 7, Fixed Income, Risk Management, Portfolio Management, Financial Planning, Asset Allocation
Education
Boston College 1988 — 1992
BA, Economics
J.P. Morgan Private Bank June 2013 - Present
Alliance Bernstein Global Wealth Management September 2010 - June 2013
PromoGroup 2008 - September 2010
Morgan Stanley June 2002 - March 2008
Goldman Sachs March 1996 - March 2002
Skills
Asset Management, Alternative Investments, Wealth Management, Series 7, Fixed Income, Risk Management, Portfolio Management, Financial Planning, Asset Allocation
Education
Boston College 1988 — 1992
BA, Economics
Helena Yoo's Morgan Stanley Experience September 2007 - August 2013
Job Senior accountant at Visium Asset Management
Industry Financial Services
Experience
Visium Asset Management August 2013 - Present
Morgan Stanley September 2007 - August 2013
Rothstein Kass September 2004 - November 2006
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Investments, Alternative Investments, Securities, Bloomberg, Private Equity, Fund Accounting, Fund Administration, Fund Of Funds
Education
Boston College - Carroll School of Management 2000 — 2004
Bachelor's degree, Accounting
Visium Asset Management August 2013 - Present
Morgan Stanley September 2007 - August 2013
Rothstein Kass September 2004 - November 2006
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Investments, Alternative Investments, Securities, Bloomberg, Private Equity, Fund Accounting, Fund Administration, Fund Of Funds
Education
Boston College - Carroll School of Management 2000 — 2004
Bachelor's degree, Accounting
Christine Frieze's Morgan Stanley Experience 1986 - 1987
Job Part Time CFO/Controller
Industry Accounting
Experience
Frieze Accounting Services 1988 - Present
Eco Power Solutions 2008 - 2013
Meridian Investments 1994 - 2008
EG&G 1987 - 1988
Morgan Stanley 1986 - 1987
International Paper Company 1983 - 1986
Skills
Energy, Start-ups, Business Strategy, Strategic Planning, Financial Audits, Working Capital..., Joint Ventures, Variance Analysis, Financial Reporting, Consolidation, Sarbanes-Oxley Act, Cash Flow Forecasting, Internal Controls, Cost Accounting, Cleantech, SEC filings, Renewable Energy, Cash Flow, Financial Modeling, Accounts Payable, Financial Analysis, Managerial Finance, Financial Accounting, Accounting, Accounts Receivable
Education
Boston College - Carroll School of Management
Accounting and Finance
Frieze Accounting Services 1988 - Present
Eco Power Solutions 2008 - 2013
Meridian Investments 1994 - 2008
EG&G 1987 - 1988
Morgan Stanley 1986 - 1987
International Paper Company 1983 - 1986
Skills
Energy, Start-ups, Business Strategy, Strategic Planning, Financial Audits, Working Capital..., Joint Ventures, Variance Analysis, Financial Reporting, Consolidation, Sarbanes-Oxley Act, Cash Flow Forecasting, Internal Controls, Cost Accounting, Cleantech, SEC filings, Renewable Energy, Cash Flow, Financial Modeling, Accounts Payable, Financial Analysis, Managerial Finance, Financial Accounting, Accounting, Accounts Receivable
Education
Boston College - Carroll School of Management
Accounting and Finance
Lincoln Isetta Lincoln Isetta's Morgan Stanley Experience 1998 - 2011
Job Managing Principal at Morgan Stanley Expansion Capital
Industry Venture Capital & Private Equity
Experience
Morgan Stanley Investment Management January 2011 - Present
Morgan Stanley 1998 - 2011
Skills
Equities, Private Equity, Asset Management, Alternative Investments, Entrepreneurship, Fixed Income, Valuation, Capital Markets, Hedge Funds, Investment Banking, Investments, LBO, Emerging Markets
Education
Boston College
Oxford University
Morgan Stanley Investment Management January 2011 - Present
Morgan Stanley 1998 - 2011
Skills
Equities, Private Equity, Asset Management, Alternative Investments, Entrepreneurship, Fixed Income, Valuation, Capital Markets, Hedge Funds, Investment Banking, Investments, LBO, Emerging Markets
Education
Boston College
Oxford University
Mary Fawcett's Morgan Stanley Experience 2010 - Present
Job Scheduler at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley 2010 - Present
Kolmar Americas Inc. March 2008 - January 2010
Statoil February 2006 - March 2008
Education
Boston College 1999 — 2003
Bachelor's
Morgan Stanley 2010 - Present
Kolmar Americas Inc. March 2008 - January 2010
Statoil February 2006 - March 2008
Education
Boston College 1999 — 2003
Bachelor's
Cheryl Reilly, MBA's Morgan Stanley Experience September 2003 - September 2005
Job Solution Sales Professional Microsoft
Industry Computer Software
Experience
Waste Management 2015 - 2015
Waste Management 2015 - 2015
Microsoft January 2011 - December 2014
Microsoft Corporation September 2009 - December 2010
Microsoft October 2007 - May 2009
Microsoft September 2005 - October 2007
Morgan Stanley September 2003 - September 2005
Cartesis January 2000 - September 2003
Quebecor World August 1995 - January 2000
Skills
SaaS, Business Analysis, CRM, Business Development, Program Management, Sales, Cloud Computing, Business Intelligence, Product Management, Professional Services, Pre-sales, Cross-functional Team..., Account Management, Strategy, Vendor Management, Enterprise Software, ERP, Management, Solution Selling, E-commerce, Business Process, Integration, Sales Process, SDLC
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
MBA, Marketing
Lehigh University 1989 — 1993
BS, Accounting
Waste Management 2015 - 2015
Waste Management 2015 - 2015
Microsoft January 2011 - December 2014
Microsoft Corporation September 2009 - December 2010
Microsoft October 2007 - May 2009
Microsoft September 2005 - October 2007
Morgan Stanley September 2003 - September 2005
Cartesis January 2000 - September 2003
Quebecor World August 1995 - January 2000
Skills
SaaS, Business Analysis, CRM, Business Development, Program Management, Sales, Cloud Computing, Business Intelligence, Product Management, Professional Services, Pre-sales, Cross-functional Team..., Account Management, Strategy, Vendor Management, Enterprise Software, ERP, Management, Solution Selling, E-commerce, Business Process, Integration, Sales Process, SDLC
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
MBA, Marketing
Lehigh University 1989 — 1993
BS, Accounting
Laura Brodigan's Morgan Stanley Experience January 2013 - May 2013
Job CoFounder at Sitter Squad, Analyst at TJX
Industry Higher Education
Experience
The TJX Companies, Inc. August 2014 - Present
Sitter Squad, LLC October 2013 - Present
The TJX Companies, Inc. August 2014 - September 2014
Boston College September 2010 - May 2014
State Financial Services May 2013 - October 2013
K Sports & Entertainment LLC June 2013 - August 2013
Boston Bruins May 2013 - August 2013
Morgan Stanley January 2013 - May 2013
Merrill Lynch January 2012 - May 2012
TJX June 2011 - August 2011
Skills
PowerPoint, Time Management, Forecasting, Budgets, Accounts Payable, Accounts Receivable, Project Planning, Sales, Program Management, Microsoft Office, Microsoft Excel, Microsoft Word, SPSS, Social Media, Research, Public Speaking, Spanish, Financial Analysis, Financial Modeling, Finance
Education
Boston College 2010 — 2014
Bachelor's degree, Finance and Marketing
Lynnfield High School 2006 — 2010
High School Diploma
Massachusetts College of Art and Design
Certificate of Design, Fashion/Apparel Design
The TJX Companies, Inc. August 2014 - Present
Sitter Squad, LLC October 2013 - Present
The TJX Companies, Inc. August 2014 - September 2014
Boston College September 2010 - May 2014
State Financial Services May 2013 - October 2013
K Sports & Entertainment LLC June 2013 - August 2013
Boston Bruins May 2013 - August 2013
Morgan Stanley January 2013 - May 2013
Merrill Lynch January 2012 - May 2012
TJX June 2011 - August 2011
Skills
PowerPoint, Time Management, Forecasting, Budgets, Accounts Payable, Accounts Receivable, Project Planning, Sales, Program Management, Microsoft Office, Microsoft Excel, Microsoft Word, SPSS, Social Media, Research, Public Speaking, Spanish, Financial Analysis, Financial Modeling, Finance
Education
Boston College 2010 — 2014
Bachelor's degree, Finance and Marketing
Lynnfield High School 2006 — 2010
High School Diploma
Massachusetts College of Art and Design
Certificate of Design, Fashion/Apparel Design
Kimberley Saunders, PHR's Morgan Stanley Experience 2005 - 2007
Job HR Business Partner at Swiss Re
Industry Human Resources
Experience
Swiss Re March 2015 - Present
Swiss Re May 2011 - March 2015
AllianceBernstein May 2010 - May 2011
FTI Consulting 2009 - May 2010
Goldman Sachs 2007 - 2009
Morgan Stanley 2005 - 2007
Deloitte 2003 - 2005
Education
Boston College - Wallace E. Carroll Graduate School of Management
BS, Business
Swiss Re March 2015 - Present
Swiss Re May 2011 - March 2015
AllianceBernstein May 2010 - May 2011
FTI Consulting 2009 - May 2010
Goldman Sachs 2007 - 2009
Morgan Stanley 2005 - 2007
Deloitte 2003 - 2005
Education
Boston College - Wallace E. Carroll Graduate School of Management
BS, Business
Beth Remy's Morgan Stanley Experience December 2004 - June 2005
Job Proprietor of Virgin & Aged Gourmet Oils and Vinegars
Industry Retail
Experience
Virgin & Aged March 2011 - Present
Evergreen Investments October 2006 - July 2008
Morgan Stanley December 2004 - June 2005
Veritude September 2003 - December 2003
Janus Capital Group August 2002 - March 2003
ING Funds January 2002 - July 2002
Fidelity Investments October 1996 - September 2001
Signature Financial Group October 1989 - September 1996
The Boston Company 1988 - 1989
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
M.S., Finance
Boston University Questrom School of Business 1983 — 1987
B.S., Finance and Marketing
Virgin & Aged March 2011 - Present
Evergreen Investments October 2006 - July 2008
Morgan Stanley December 2004 - June 2005
Veritude September 2003 - December 2003
Janus Capital Group August 2002 - March 2003
ING Funds January 2002 - July 2002
Fidelity Investments October 1996 - September 2001
Signature Financial Group October 1989 - September 1996
The Boston Company 1988 - 1989
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
M.S., Finance
Boston University Questrom School of Business 1983 — 1987
B.S., Finance and Marketing
Terence Hannafin's Morgan Stanley Experience 1998 - 2000
Job Managing Director at de Visscher & Co
Industry Investment Banking
Experience
de Visscher & Co 2007 - Present
Velocity Marketing Asset Management June 2011 - Present
American Express 2001 - 2006
Morgan Stanley 1998 - 2000
Skills
Private Equity, Financial Modeling, Mergers, Valuation, Investment Banking
Education
Boston College 1994 — 1998
Bachelor of Science (BS)
de Visscher & Co 2007 - Present
Velocity Marketing Asset Management June 2011 - Present
American Express 2001 - 2006
Morgan Stanley 1998 - 2000
Skills
Private Equity, Financial Modeling, Mergers, Valuation, Investment Banking
Education
Boston College 1994 — 1998
Bachelor of Science (BS)
Jay Myers Jay Myers's Morgan Stanley Experience May 2012 - April 2013
Job General Counsel at Massachusetts Joint Committee on Financial Services
Industry Law Practice
Experience
Massachusetts Joint Committee on Financial Services March 2015 - Present
Joint Committee on Public Service May 2013 - March 2015
Morgan Stanley May 2012 - April 2013
Taylor, Duane, Barton, & Gilman August 2010 - May 2012
Boston College Law School September 2007 - May 2010
Suffolk Superior Court June 2008 - January 2010
Smith, Ruddock, & Hayes May 2009 - December 2009
Education
Boston College Law School 2007 — 2010
Juris Doctor, Law
Providence College 2003 — 2007
Bachelors Degree, Magna Cum Laude, American Studies, Italian
Buckingham, Browne, & Nichols 1999 — 2003
Massachusetts Joint Committee on Financial Services March 2015 - Present
Joint Committee on Public Service May 2013 - March 2015
Morgan Stanley May 2012 - April 2013
Taylor, Duane, Barton, & Gilman August 2010 - May 2012
Boston College Law School September 2007 - May 2010
Suffolk Superior Court June 2008 - January 2010
Smith, Ruddock, & Hayes May 2009 - December 2009
Education
Boston College Law School 2007 — 2010
Juris Doctor, Law
Providence College 2003 — 2007
Bachelors Degree, Magna Cum Laude, American Studies, Italian
Buckingham, Browne, & Nichols 1999 — 2003
Michael Montani, CFA's Morgan Stanley Experience June 2007 - March 2010
Job Analyst at ISI Group
Industry Research
Experience
Evercore October 2014 - Present
ISI Group March 2010 - October 2014
Morgan Stanley June 2007 - March 2010
General Electric 2005 - 2007
Skills
Valuation, Financial Analysis, Corporate Finance, Equities, Financial Modeling
Education
Boston College - Carroll School of Management 2001 — 2005
Finance
Thayer Academy 1997 — 2001
Evercore October 2014 - Present
ISI Group March 2010 - October 2014
Morgan Stanley June 2007 - March 2010
General Electric 2005 - 2007
Skills
Valuation, Financial Analysis, Corporate Finance, Equities, Financial Modeling
Education
Boston College - Carroll School of Management 2001 — 2005
Finance
Thayer Academy 1997 — 2001
Stephen Anders's Morgan Stanley Experience September 2012 - July 2013
Job Financial Adviser at Capital One Investments
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
BB&T 2013 - October 2014
Morgan Stanley September 2012 - July 2013
Bank of America June 2007 - January 2010
Education
Boston College 1991 — 1995
BA, Communications
Gonzaga
Merrill Lynch January 2010 - Present
BB&T 2013 - October 2014
Morgan Stanley September 2012 - July 2013
Bank of America June 2007 - January 2010
Education
Boston College 1991 — 1995
BA, Communications
Gonzaga
Patrick Clavin's Morgan Stanley Experience July 2002 - November 2003
Job Senior Managing Director at Merus Capital Partners, LLC
Industry Investment Management
Experience
Merus Capital Partners, LLC June 2014 - Present
First New York Securities January 2011 - May 2014
Pandion Capital LLC November 2007 - December 2010
Greenwich Investment Partners January 2004 - November 2007
Morgan Stanley July 2002 - November 2003
Skills
Equities, Bloomberg, Hedge Funds, Fixed Income, Derivatives, Trading, Investments, Capital Markets, Alternative Investments, Asset Management
Education
Boston College 1998 — 2002
Bachelor's degree, Finance, General
Merus Capital Partners, LLC June 2014 - Present
First New York Securities January 2011 - May 2014
Pandion Capital LLC November 2007 - December 2010
Greenwich Investment Partners January 2004 - November 2007
Morgan Stanley July 2002 - November 2003
Skills
Equities, Bloomberg, Hedge Funds, Fixed Income, Derivatives, Trading, Investments, Capital Markets, Alternative Investments, Asset Management
Education
Boston College 1998 — 2002
Bachelor's degree, Finance, General
Max Hinchcliffe's Morgan Stanley Experience May 2013 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
CIBC June 2012 - August 2012
Orienta Beach Club June 2009 - August 2011
Kirkland Lake Gold June 2010 - July 2010
USTA August 2004 - September 2008
Skills
Stata, Microsoft Office, Spanish, Finance, Sales, PowerPoint, Public Speaking, Social Media, Event Planning, Coaching, Sports, Event Management, Teaching
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics and History, 3.731
Morgan Stanley May 2013 - Present
CIBC June 2012 - August 2012
Orienta Beach Club June 2009 - August 2011
Kirkland Lake Gold June 2010 - July 2010
USTA August 2004 - September 2008
Skills
Stata, Microsoft Office, Spanish, Finance, Sales, PowerPoint, Public Speaking, Social Media, Event Planning, Coaching, Sports, Event Management, Teaching
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics and History, 3.731
Nicole (Gandia) Gonzalez's Morgan Stanley Experience June 2008 - August 2008
Job MBA Associate, Global Marketing at Hasbro | MBA Candidate at Boston College
Industry Higher Education
Experience
The Castle Group November 2010 - August 2014
Harvard Undergraduate Women in Business January 2011 - January 2014
Altman & Altman, LLP 2009 - 2010
Morgan Stanley June 2008 - August 2008
United States House of Representatives May 2007 - June 2007
Ivy Insiders May 2006 - August 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Product and Brand Management and Marketing Analytics
Harvard University 2005 — 2009
Bachelor of Arts (BA), Political Science and Government, Citation in French
Academia Maria Reina 1999 — 2005
Valedictorian
The Castle Group November 2010 - August 2014
Harvard Undergraduate Women in Business January 2011 - January 2014
Altman & Altman, LLP 2009 - 2010
Morgan Stanley June 2008 - August 2008
United States House of Representatives May 2007 - June 2007
Ivy Insiders May 2006 - August 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Product and Brand Management and Marketing Analytics
Harvard University 2005 — 2009
Bachelor of Arts (BA), Political Science and Government, Citation in French
Academia Maria Reina 1999 — 2005
Valedictorian
Nicolette Manahan Nicolette Manahan's Morgan Stanley Experience August 2002 - June 2006
Job Operations Manager at Cup4Cup
Industry Consumer Goods
Experience
Cup4Cup July 2015 - Present
f'real foods March 2010 - July 2015
Gap Inc. June 2006 - July 2008
Morgan Stanley August 2002 - June 2006
Database Developers, LLC October 2001 - March 2002
Kopelson Entertainment November 2000 - August 2001
Morgan Stanley April 1998 - August 2000
Morgan Stanley June 1997 - April 1998
Edelman Public Relations Worldwide September 1996 - June 1997
Skills
Training, Management, Strategy, Marketing Strategy, Customer Service, Event Planning, Financial Analysis, Retail, Cross-functional Team..., Leadership, Team Building, Event Management, Sales, Finance, Forecasting
Education
Boston College 1992 — 1996
B.A., English
San Francisco State University
Certification (completed December 2009), Event and Meeting Planning
Cup4Cup July 2015 - Present
f'real foods March 2010 - July 2015
Gap Inc. June 2006 - July 2008
Morgan Stanley August 2002 - June 2006
Database Developers, LLC October 2001 - March 2002
Kopelson Entertainment November 2000 - August 2001
Morgan Stanley April 1998 - August 2000
Morgan Stanley June 1997 - April 1998
Edelman Public Relations Worldwide September 1996 - June 1997
Skills
Training, Management, Strategy, Marketing Strategy, Customer Service, Event Planning, Financial Analysis, Retail, Cross-functional Team..., Leadership, Team Building, Event Management, Sales, Finance, Forecasting
Education
Boston College 1992 — 1996
B.A., English
San Francisco State University
Certification (completed December 2009), Event and Meeting Planning
Mark Burrell's Morgan Stanley Experience January 1998 - January 2000
Job CoFounder Tongal Inc.
Industry Online Media
Experience
Tongal January 2009 - Present
Half Shell Entertainment January 2004 - 2010
Warner Bros. Entertainment Group of Companies 2003 - 2004
Intermedia Film 2002 - 2004
International Creative Management (ICM) January 2000 - January 2002
Morgan Stanley January 1998 - January 2000
Skills
New Media, Advertising, Start-ups, Entertainment, Film, Content Strategy, Strategy, Business Development, Digital Media, Content Development, Social Media, Digital Marketing, Social Media Marketing, Television, Digital Strategy, Online Advertising, Entrepreneurship, Online Marketing, Brand Equity, Strategic Partnerships
Education
Boston College 1993 — 1997
BA, Economics
Tongal January 2009 - Present
Half Shell Entertainment January 2004 - 2010
Warner Bros. Entertainment Group of Companies 2003 - 2004
Intermedia Film 2002 - 2004
International Creative Management (ICM) January 2000 - January 2002
Morgan Stanley January 1998 - January 2000
Skills
New Media, Advertising, Start-ups, Entertainment, Film, Content Strategy, Strategy, Business Development, Digital Media, Content Development, Social Media, Digital Marketing, Social Media Marketing, Television, Digital Strategy, Online Advertising, Entrepreneurship, Online Marketing, Brand Equity, Strategic Partnerships
Education
Boston College 1993 — 1997
BA, Economics
Marye Moran Marye Moran's Morgan Stanley Experience Credit Risk Summer AnalystMorgan StanleyJune 2013 - August 2013
Job Credit Risk Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Credit Risk Summer AnalystMorgan StanleyJune 2013 - August 2013
Union Gaming Group June 2012 - August 2012
Sun Yat-sen Univeristy August 2011 - August 2011
Chinese Cross Currents July 2011 - August 2011
Education
Boston College 2013 — 2014
Bachelor of Arts (B.A.), English Major, Economics and Mathematics Minor
King's College London, U. of London 2013 — 2013
Spring Semester Study Abroad
Morgan Stanley Credit Risk Summer AnalystMorgan StanleyJune 2013 - August 2013
Union Gaming Group June 2012 - August 2012
Sun Yat-sen Univeristy August 2011 - August 2011
Chinese Cross Currents July 2011 - August 2011
Education
Boston College 2013 — 2014
Bachelor of Arts (B.A.), English Major, Economics and Mathematics Minor
King's College London, U. of London 2013 — 2013
Spring Semester Study Abroad
Terrence O'Neill's Morgan Stanley Experience June 2005 - March 2014
Job Energy Broker at Amerex Brokers LLC
Industry Oil & Energy
Experience
Amerex Brokers LLC March 2014 - Present
Morgan Stanley June 2005 - March 2014
Education
Boston College 2001 — 2005
Bachelor's Degree, dual concentration in Finance and Statistics
Saint Joseph's Preparatory School 1997 — 2001
High School
Amerex Brokers LLC March 2014 - Present
Morgan Stanley June 2005 - March 2014
Education
Boston College 2001 — 2005
Bachelor's Degree, dual concentration in Finance and Statistics
Saint Joseph's Preparatory School 1997 — 2001
High School
Deborah Mendelson Deborah Mendelson's Morgan Stanley Experience 2003 - 2004
Job Experienced Operations, Marketing and Development Professional
Industry Marketing and Advertising
Experience
Captura Group 2013 - 2015
Digitaria, a JWT Company 2009 - 2012
Digitaria, a JWT Company 2007 - 2008
Digitaria, a JWT Company February 2007 - August 2007
Windowpane Funds, LLC 2004 - 2006
Morgan Stanley 2003 - 2004
The Cheesecake Factory 1997 - 2002
Redeye Grill 1996 - 1997
Skills
Analytics, Online Advertising, Product Management, Client Services, New Business Development, Digital Marketing, Operations Management, Account Management, Sales Management, Social Media Marketing, Online Platforms, Restaurant Management, Strategic Consulting, Website Monetization, Market Research, Agency Relationship..., Business Strategy, Business Planning, Mobile Technology, SEM, Web Analytics, Mobile Devices, SaaS, Mobile Marketing, Financial Services, Digital Strategy, Brand Development, Digital Media, Interactive Marketing, E-commerce, Creative Direction, Strategic Planning, Marketing, Start-ups, Leadership, Management, Integrated Marketing, Strategy, Online Marketing, SEO, CRM, Social Media, Content Strategy, Lead Generation, Marketing Strategy, Email Marketing, Business Development, Marketing Communications, Advertising, Strategic Partnerships
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
Master of Business Administration (M.B.A.), Marketing, Finance
Cornell University 1992 — 1996
Bachelor's Degree, Marketing, Finance, Food & Beverage
The Taft School 1990 — 1992
High School
Captura Group 2013 - 2015
Digitaria, a JWT Company 2009 - 2012
Digitaria, a JWT Company 2007 - 2008
Digitaria, a JWT Company February 2007 - August 2007
Windowpane Funds, LLC 2004 - 2006
Morgan Stanley 2003 - 2004
The Cheesecake Factory 1997 - 2002
Redeye Grill 1996 - 1997
Skills
Analytics, Online Advertising, Product Management, Client Services, New Business Development, Digital Marketing, Operations Management, Account Management, Sales Management, Social Media Marketing, Online Platforms, Restaurant Management, Strategic Consulting, Website Monetization, Market Research, Agency Relationship..., Business Strategy, Business Planning, Mobile Technology, SEM, Web Analytics, Mobile Devices, SaaS, Mobile Marketing, Financial Services, Digital Strategy, Brand Development, Digital Media, Interactive Marketing, E-commerce, Creative Direction, Strategic Planning, Marketing, Start-ups, Leadership, Management, Integrated Marketing, Strategy, Online Marketing, SEO, CRM, Social Media, Content Strategy, Lead Generation, Marketing Strategy, Email Marketing, Business Development, Marketing Communications, Advertising, Strategic Partnerships
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
Master of Business Administration (M.B.A.), Marketing, Finance
Cornell University 1992 — 1996
Bachelor's Degree, Marketing, Finance, Food & Beverage
The Taft School 1990 — 1992
High School
Raymond M. Piacentini's Morgan Stanley Experience December 2007 - August 2012
Job Property & Casualty Insurance at Lloyd Bedford Cox, Inc.
Industry Insurance
Experience
Lloyd Bedford Cox, Inc. August 2011 - Present
Morgan Stanley December 2007 - August 2012
Skills
Insurance, Series 7, Series 63, Series 66, Life & Health Insurance..., Licensed Property &..., Uniform Combined State..., Alternative Investments, Finance, Financial Advisory, Financial Planning, Financial Services, Hedge Funds, Investments, Life Insurance, Portfolio Management, Retirement Planning, Risk Management, Underwriting, Wealth Management
Education
Boston College 1998 — 2002
Bachelor of Science (B.S.), Finance
Chaminade High School 1994 — 1998
Lloyd Bedford Cox, Inc. August 2011 - Present
Morgan Stanley December 2007 - August 2012
Skills
Insurance, Series 7, Series 63, Series 66, Life & Health Insurance..., Licensed Property &..., Uniform Combined State..., Alternative Investments, Finance, Financial Advisory, Financial Planning, Financial Services, Hedge Funds, Investments, Life Insurance, Portfolio Management, Retirement Planning, Risk Management, Underwriting, Wealth Management
Education
Boston College 1998 — 2002
Bachelor of Science (B.S.), Finance
Chaminade High School 1994 — 1998
Kevin Zhao's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Intervale Capital September 2013 - December 2013
Boston College May 2013 - September 2013
Jebbit September 2012 - September 2013
KPMG June 2013 - June 2013
PwC June 2013 - June 2013
GS-Tek July 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Presentations, Microsoft Word, Microsoft Office, Java, Investments, Marketing, Market Research, Financial Modeling, Event Planning
Education
Boston College - Carroll School of Management 2012 — 2015
Bachelor's Degree, Finance, Corporate Reporting & Analysis, Philosophy
Newport High School 2008 — 2012
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Intervale Capital September 2013 - December 2013
Boston College May 2013 - September 2013
Jebbit September 2012 - September 2013
KPMG June 2013 - June 2013
PwC June 2013 - June 2013
GS-Tek July 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Presentations, Microsoft Word, Microsoft Office, Java, Investments, Marketing, Market Research, Financial Modeling, Event Planning
Education
Boston College - Carroll School of Management 2012 — 2015
Bachelor's Degree, Finance, Corporate Reporting & Analysis, Philosophy
Newport High School 2008 — 2012
Tim Chalupka's Morgan Stanley Experience October 2014 - Present
Job Equity Options Trade Analyst
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley March 2014 - September 2014
Prudential Financial June 2013 - October 2013
Skills
Stata, Microsoft Excel, Economics, Econometrics, Cell Biology, Microsoft Word, Bookkeeping, Leadership, Business, Slovak, Czech, Tennis, PowerPoint, Communication Skills, Spanish
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Biology and Economics, 2013
Hendrick Hudson High School
High School Diploma
Morgan Stanley October 2014 - Present
Morgan Stanley March 2014 - September 2014
Prudential Financial June 2013 - October 2013
Skills
Stata, Microsoft Excel, Economics, Econometrics, Cell Biology, Microsoft Word, Bookkeeping, Leadership, Business, Slovak, Czech, Tennis, PowerPoint, Communication Skills, Spanish
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Biology and Economics, 2013
Hendrick Hudson High School
High School Diploma
Tom Sgarlata Tom Sgarlata's Morgan Stanley Experience July 1997 - September 2001
Job Wrtiter
Industry Writing and Editing
Experience
Self-employed January 2009 - Present
GSC Group February 2006 - January 2009
Deutsche Bank September 2001 - February 2006
Morgan Stanley July 1997 - September 2001
Liberty Brokerage August 1996 - July 1997
Skills
Writing, Eating,..., Morgan Stanley...
Education
Fordham University 1995 — 1996
Bachelor of Science (B.S.), Political Science and Government
Boston College 1993 — 1995
Bachelor of Science (B.S.), Political Science and Government
New York University 1991 — 1993
Bachelor of Science (B.S.), Political Science and Government
Self-employed January 2009 - Present
GSC Group February 2006 - January 2009
Deutsche Bank September 2001 - February 2006
Morgan Stanley July 1997 - September 2001
Liberty Brokerage August 1996 - July 1997
Skills
Writing, Eating,..., Morgan Stanley...
Education
Fordham University 1995 — 1996
Bachelor of Science (B.S.), Political Science and Government
Boston College 1993 — 1995
Bachelor of Science (B.S.), Political Science and Government
New York University 1991 — 1993
Bachelor of Science (B.S.), Political Science and Government
Greg Hefner Greg Hefner's Morgan Stanley Experience 1990 - 2001
Job Managing Director at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital 2011 - Present
Moody's Investors Service 2009 - 2011
Allison & Hefner Partners 2008 - 2009
Wachovia Securities 2004 - 2008
GE Asset Management 2002 - 2003
Morgan Stanley 1990 - 2001
Skills
Investment Banking, Capital Markets, Fixed Income, Portfolio Management, Corporate Finance, Credit Risk, Loan Origination, Leveraged Finance, Loan Pricing, Credit Analysis, Counterparty Risk, Emerging Markets
Education
New York University, Stern School of Business
MBA, Finance and International Business
Boston College - Carroll School of Management
B.S., cum laude, Finance and Marketing
Macquarie Capital 2011 - Present
Moody's Investors Service 2009 - 2011
Allison & Hefner Partners 2008 - 2009
Wachovia Securities 2004 - 2008
GE Asset Management 2002 - 2003
Morgan Stanley 1990 - 2001
Skills
Investment Banking, Capital Markets, Fixed Income, Portfolio Management, Corporate Finance, Credit Risk, Loan Origination, Leveraged Finance, Loan Pricing, Credit Analysis, Counterparty Risk, Emerging Markets
Education
New York University, Stern School of Business
MBA, Finance and International Business
Boston College - Carroll School of Management
B.S., cum laude, Finance and Marketing
Laura C. Hill's Morgan Stanley Experience 2004 - 2006
Job
Industry Venture Capital & Private Equity
Experience
FocusPoint Private Capital Group 2014 - Present
Council on Foreign Relations May 2013 - June 2014
Fortress Investment Group February 2010 - April 2013
The Blackstone Group 2006 - February 2010
Morgan Stanley 2004 - 2006
Cohen, Klingenstein & Marks 2002 - 2004
Merrill Lynch Investment Managers 1999 - 2001
Skills
Entrepreneurship, Alternative Investments, Private Equity, Strategic Partnerships, Fundraising, Hedge Funds, Valuation, Investor Relations, Financial Modeling, Strategic Planning, Marketing, Series 7, Sales, Project Management, Finance, Leadership, Business Strategy, Business Development, Investment Banking, Leveraged Finance, Capital, Social Media, Financial Services, Management, Marketing Strategy
Education
Boston College
BA, Political Science
Greenwich Academy
FocusPoint Private Capital Group 2014 - Present
Council on Foreign Relations May 2013 - June 2014
Fortress Investment Group February 2010 - April 2013
The Blackstone Group 2006 - February 2010
Morgan Stanley 2004 - 2006
Cohen, Klingenstein & Marks 2002 - 2004
Merrill Lynch Investment Managers 1999 - 2001
Skills
Entrepreneurship, Alternative Investments, Private Equity, Strategic Partnerships, Fundraising, Hedge Funds, Valuation, Investor Relations, Financial Modeling, Strategic Planning, Marketing, Series 7, Sales, Project Management, Finance, Leadership, Business Strategy, Business Development, Investment Banking, Leveraged Finance, Capital, Social Media, Financial Services, Management, Marketing Strategy
Education
Boston College
BA, Political Science
Greenwich Academy
Michael Bodson's Morgan Stanley Experience June 1986 - July 2006
Job CEO/President at DTCC
Industry Financial Services
Experience
DTCC July 2012 - Present
DTCC March 2011 - June 2012
DTCC 2007 - February 2011
Depository Trust and Clearing Corp March 2007 - January 2011
Morgan Stanley June 1986 - July 2006
Morgan Stanley 1986 - 2006
Education
Boston College 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting/English
DTCC July 2012 - Present
DTCC March 2011 - June 2012
DTCC 2007 - February 2011
Depository Trust and Clearing Corp March 2007 - January 2011
Morgan Stanley June 1986 - July 2006
Morgan Stanley 1986 - 2006
Education
Boston College 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting/English
Robert Brill, CFP® Robert Brill, CFP®'s Morgan Stanley Experience 2004 - 2007
Job Vice President, Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments June 2011 - Present
The Family Heritage Trust Company 2007 - 2010
Morgan Stanley 2004 - 2007
Legg Mason 2001 - 2004
Education
Boston College
BA, Political Science and English
Teachers College of Columbia University
MA, Finance and Administration
PNC Investments June 2011 - Present
The Family Heritage Trust Company 2007 - 2010
Morgan Stanley 2004 - 2007
Legg Mason 2001 - 2004
Education
Boston College
BA, Political Science and English
Teachers College of Columbia University
MA, Finance and Administration
Tanika Mangum's Morgan Stanley Experience May 2015 - July 2015
Job Experienced Higher Education Professional
Industry Financial Services
Experience
Morgan Stanley May 2015 - July 2015
Robert H. Smith School of Business, University of Maryland March 2014 - May 2015
Newbury College September 2011 - February 2014
Newbury College July 2011 - February 2014
Newbury College July 2011 - February 2014
Newbury College July 2011 - February 2014
NEACUHO June 2011 - June 2012
Boston College July 2008 - July 2011
Florida International University July 2006 - May 2008
Skills
Organizational..., Leadership Development, Higher Education, Event Planning, Program Development, Staff Development, Public Speaking, Microsoft Office, Teaching, Student Development, Housing Operations, Academic Advising, Fundraising, Higher Education..., Student Leadership, Residence Life, Student Affairs, Career Counseling, Campus, Admissions, Leadership, Microsoft Excel, Marketing Communications, Advising, Customer Service, Student Engagement, Social Justice, Student Counseling, Resume Writing, Student Conduct, Alumni Relations, Enrollment Management, Community Outreach, Volunteer Management, Student Financial Aid, Career Development, Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Certification, Executive Leadership for Change Program
Florida International University 2006 — 2008
M.A, Higher Education Administration
Eastern Connecticut State University 2003 — 2006
B.A, Sociology and Applied Relations
Morgan Stanley May 2015 - July 2015
Robert H. Smith School of Business, University of Maryland March 2014 - May 2015
Newbury College September 2011 - February 2014
Newbury College July 2011 - February 2014
Newbury College July 2011 - February 2014
Newbury College July 2011 - February 2014
NEACUHO June 2011 - June 2012
Boston College July 2008 - July 2011
Florida International University July 2006 - May 2008
Skills
Organizational..., Leadership Development, Higher Education, Event Planning, Program Development, Staff Development, Public Speaking, Microsoft Office, Teaching, Student Development, Housing Operations, Academic Advising, Fundraising, Higher Education..., Student Leadership, Residence Life, Student Affairs, Career Counseling, Campus, Admissions, Leadership, Microsoft Excel, Marketing Communications, Advising, Customer Service, Student Engagement, Social Justice, Student Counseling, Resume Writing, Student Conduct, Alumni Relations, Enrollment Management, Community Outreach, Volunteer Management, Student Financial Aid, Career Development, Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Certification, Executive Leadership for Change Program
Florida International University 2006 — 2008
M.A, Higher Education Administration
Eastern Connecticut State University 2003 — 2006
B.A, Sociology and Applied Relations
Mark Wan's Morgan Stanley Experience June 2013 - August 2014
Job Real Estate Analyst
Industry Financial Services
Experience
Fortress Investment Group September 2014 - Present
Morgan Stanley June 2013 - August 2014
Morgan Stanley June 2012 - August 2012
General Electric June 2011 - August 2011
GGV Capital July 2010 - July 2010
ING Commercial Banking June 2010 - July 2010
Education
Boston College 2009 — 2013
B.S. in Management, Finance and Accounting
Shanghai American School 2006 — 2009
Fortress Investment Group September 2014 - Present
Morgan Stanley June 2013 - August 2014
Morgan Stanley June 2012 - August 2012
General Electric June 2011 - August 2011
GGV Capital July 2010 - July 2010
ING Commercial Banking June 2010 - July 2010
Education
Boston College 2009 — 2013
B.S. in Management, Finance and Accounting
Shanghai American School 2006 — 2009
Maria Vellante's Morgan Stanley Experience June 2014 - Present
Job Prime Brokerage Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
FTI Consulting June 2013 - August 2013
Northwestern Mutual June 2012 - August 2012
Skills
Organizational..., Detailed Analysis, Detail Orientation, Team Coordination, Public Relations, Presentation Development, Leadership, Analysis, Team Building, Finance, Time Management, Microsoft Excel, Corporate Finance, Outlook, PowerPoint, Program Management, Data Analysis
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance; Bachelor of Art (B.A.), Economics
St. Mark's School
Marlborough High School
Morgan Stanley June 2014 - Present
FTI Consulting June 2013 - August 2013
Northwestern Mutual June 2012 - August 2012
Skills
Organizational..., Detailed Analysis, Detail Orientation, Team Coordination, Public Relations, Presentation Development, Leadership, Analysis, Team Building, Finance, Time Management, Microsoft Excel, Corporate Finance, Outlook, PowerPoint, Program Management, Data Analysis
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance; Bachelor of Art (B.A.), Economics
St. Mark's School
Marlborough High School
Blaine Hetrick's Morgan Stanley Experience October 2000 - Present
Job Fixed Income Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2000 - Present
First Union Capital Markets January 1994 - September 2000
Education
Boston College - Carroll School of Management
BS, Finance and Marketing
Morgan Stanley October 2000 - Present
First Union Capital Markets January 1994 - September 2000
Education
Boston College - Carroll School of Management
BS, Finance and Marketing
Andrew J. Silver Andrew J. Silver's Morgan Stanley Experience June 2005 - July 2005
Job Manager Assurance Services at Ernst & Young
Industry Accounting
Experience
E&Y February 2011 - Present
Summit Partners August 2010 - February 2011
Ernst & Young August 2007 - August 2010
Deutsche Bank June 2006 - July 2006
Morgan Stanley June 2005 - July 2005
Education
The University of Connecticut School of Business 2007 — 2009
MSA, Accounting
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2007
BS, Finance, Accounting, History
E&Y February 2011 - Present
Summit Partners August 2010 - February 2011
Ernst & Young August 2007 - August 2010
Deutsche Bank June 2006 - July 2006
Morgan Stanley June 2005 - July 2005
Education
The University of Connecticut School of Business 2007 — 2009
MSA, Accounting
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2007
BS, Finance, Accounting, History
Lisa Pascetta, CISSP's Morgan Stanley Experience January 2014 - Present
Job Executive Director, IT Security at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley May 2007 - January 2014
Interwise September 2005 - January 2007
KeyLabs October 2003 - February 2005
MCI 2005 - 2005
Exodus Communications 1999 - 2003
EXODUS Communication & Technologies Ltd. 1999 - 2003
Cable & Wireless America 1999 - 2002
Sterling Software 1997 - 1999
Programart Corporation 1990 - 1994
Skills
Solution Selling, Cross-functional Team..., Cloud Computing, Program Management, Security, SaaS, IT Strategy, Vendor Management, Integration, Sales, Capital Markets, Virtualization, SDLC, Enterprise Architecture, Data Center, Enterprise Software, Financial Services, Risk Management
Education
Boston College
B.S.
Morgan Stanley January 2014 - Present
Morgan Stanley May 2007 - January 2014
Interwise September 2005 - January 2007
KeyLabs October 2003 - February 2005
MCI 2005 - 2005
Exodus Communications 1999 - 2003
EXODUS Communication & Technologies Ltd. 1999 - 2003
Cable & Wireless America 1999 - 2002
Sterling Software 1997 - 1999
Programart Corporation 1990 - 1994
Skills
Solution Selling, Cross-functional Team..., Cloud Computing, Program Management, Security, SaaS, IT Strategy, Vendor Management, Integration, Sales, Capital Markets, Virtualization, SDLC, Enterprise Architecture, Data Center, Enterprise Software, Financial Services, Risk Management
Education
Boston College
B.S.
Brett Klein's Morgan Stanley Experience February 2011 - February 2013
Job Senior Internal Wholesaler at BNY Mellon
Industry Investment Management
Experience
BNY Mellon September 2014 - Present
Goldman Sachs December 2013 - September 2014
Morgan Stanley February 2011 - February 2013
Merrill Lynch June 2009 - August 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
BNY Mellon September 2014 - Present
Goldman Sachs December 2013 - September 2014
Morgan Stanley February 2011 - February 2013
Merrill Lynch June 2009 - August 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Tony Barral's Morgan Stanley Experience April 2010 - Present
Job
Industry Financial Services
Experience
Morgan Stanley April 2010 - Present
Direct Edge May 2007 - April 2010
NYFIX May 2005 - April 2007
Trading Metrics February 2005 - May 2005
TransactTools 2004 - 2005
iPaidSafe 2003 - 2004
Wachovia Securities 2002 - 2003
ElephantX 2000 - 2002
Lehman Brothers January 1992 - January 1994
Skills
Electronic Trading, Trading Systems, Equity Trading, Equities, Options, Trading, Market Data, Financial Markets, Hedge Funds, Series 7, Derivatives, Fixed Income, Investment Management, Capital Markets, Investments, Securities, Foreign Exchange, Interest Rate..., Portfolio Management, Series 63, Equity Derivatives, Equity Research, FINRA, Bloomberg, Back Office, Prime Brokerage, Series 24, Financial Services, ETFs, Credit Derivatives, FX trading, Proprietary Trading, Commodity, Mutual Funds, Broker-Dealer, FX Options, Middle Office, Trading Strategies, Structured Products, Hedging, Alternative Investments, Asset Management, Bonds, Investment Banking, Currency, Swaps, Series 55, Emerging Markets, Series 3
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1991
B.S., Marketing
Montclair Kimberley Academy 1974 — 1989
Morgan Stanley April 2010 - Present
Direct Edge May 2007 - April 2010
NYFIX May 2005 - April 2007
Trading Metrics February 2005 - May 2005
TransactTools 2004 - 2005
iPaidSafe 2003 - 2004
Wachovia Securities 2002 - 2003
ElephantX 2000 - 2002
Lehman Brothers January 1992 - January 1994
Skills
Electronic Trading, Trading Systems, Equity Trading, Equities, Options, Trading, Market Data, Financial Markets, Hedge Funds, Series 7, Derivatives, Fixed Income, Investment Management, Capital Markets, Investments, Securities, Foreign Exchange, Interest Rate..., Portfolio Management, Series 63, Equity Derivatives, Equity Research, FINRA, Bloomberg, Back Office, Prime Brokerage, Series 24, Financial Services, ETFs, Credit Derivatives, FX trading, Proprietary Trading, Commodity, Mutual Funds, Broker-Dealer, FX Options, Middle Office, Trading Strategies, Structured Products, Hedging, Alternative Investments, Asset Management, Bonds, Investment Banking, Currency, Swaps, Series 55, Emerging Markets, Series 3
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1991
B.S., Marketing
Montclair Kimberley Academy 1974 — 1989
Yumi Son's Morgan Stanley Experience July 2005 - March 2007
Job Vice President, Equity Derivatives Trade Support at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2007 - Present
Morgan Stanley July 2005 - March 2007
Education
Boston College 2001 — 2005
B.S., Finance, Accounting
Goldman Sachs April 2007 - Present
Morgan Stanley July 2005 - March 2007
Education
Boston College 2001 — 2005
B.S., Finance, Accounting
Noah Barrett's Morgan Stanley Experience June 2002 - June 2006
Job Research Analyst at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group January 2015 - Present
Institutional Capital January 2011 - December 2014
Fiduciary Management Associates June 2008 - January 2011
Morgan Stanley June 2002 - June 2006
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Finance, Accounting, Economics
Boston College 1998 — 2002
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
General Course, Economics
Janus Capital Group January 2015 - Present
Institutional Capital January 2011 - December 2014
Fiduciary Management Associates June 2008 - January 2011
Morgan Stanley June 2002 - June 2006
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Finance, Accounting, Economics
Boston College 1998 — 2002
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
General Course, Economics
Matthew Waldman's Morgan Stanley Experience September 2000 - April 2005
Job Senior Vice President, UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2011 - Present
Credit Suisse April 2005 - July 2011
Morgan Stanley September 2000 - April 2005
Merrill Lynch September 1996 - September 2000
Education
Boston College 1990 — 1994
BA, English/Philosophy
UBS Wealth Management July 2011 - Present
Credit Suisse April 2005 - July 2011
Morgan Stanley September 2000 - April 2005
Merrill Lynch September 1996 - September 2000
Education
Boston College 1990 — 1994
BA, English/Philosophy
Brian Church's Morgan Stanley Experience 2002 - 2004
Job Analyst at Aria Partners
Industry Financial Services
Experience
Aria Partners 2004 - Present
Morgan Stanley 2002 - 2004
PricewaterhouseCoopers 1998 - 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1998
B.S., Finance, Accounting
Aria Partners 2004 - Present
Morgan Stanley 2002 - 2004
PricewaterhouseCoopers 1998 - 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1998
B.S., Finance, Accounting
Trevor McGill's Morgan Stanley Experience 1998 - 2001
Job Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2008 - Present
HSBC Securities 2003 - 2008
Anglo Irish Bank 2001 - 2003
Morgan Stanley 1998 - 2001
Education
Boston College 1992 — 1996
BA
Belmont Hill 1987 — 1992
University of Cambridge
Raymond James Financial Inc. 2008 - Present
HSBC Securities 2003 - 2008
Anglo Irish Bank 2001 - 2003
Morgan Stanley 1998 - 2001
Education
Boston College 1992 — 1996
BA
Belmont Hill 1987 — 1992
University of Cambridge
Kristin O'Connor Leung's Morgan Stanley Experience 2004 - 2008
Job Senior Vice President at GIC
Industry Real Estate
Experience
GIC April 2013 - Present
GIC June 2008 - April 2013
Morgan Stanley 2004 - 2008
Citigroup 2003 - 2004
FTI Consulting 2002 - 2003
Pricewaterhouse Coopers 2000 - 2002
Prudential Securities 1998 - 2000
Skills
Equity Research, Valuation, Securities, Financial Modeling, Alternative Investments, Equities, Real Estate, Asset Management, Corporate Finance, Financial Analysis, Capital Markets
Education
Boston College 1994 — 1998
Bachelor of Science (B.S.), Finance
GIC April 2013 - Present
GIC June 2008 - April 2013
Morgan Stanley 2004 - 2008
Citigroup 2003 - 2004
FTI Consulting 2002 - 2003
Pricewaterhouse Coopers 2000 - 2002
Prudential Securities 1998 - 2000
Skills
Equity Research, Valuation, Securities, Financial Modeling, Alternative Investments, Equities, Real Estate, Asset Management, Corporate Finance, Financial Analysis, Capital Markets
Education
Boston College 1994 — 1998
Bachelor of Science (B.S.), Finance
Sara Obara's Morgan Stanley Experience August 2010 - Present
Job
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
Ernst&Young September 2007 - August 2010
PricewaterhouseCoopers September 2005 - September 2007
Skills
CPA, Auditing, Financial Reporting, Accounting, Sarbanes-Oxley Act, US GAAP, Banking, Derivatives
Education
Boston College 2004 — 2005
MS
Smith College 2000 — 2004
B.A
Morgan Stanley August 2010 - Present
Ernst&Young September 2007 - August 2010
PricewaterhouseCoopers September 2005 - September 2007
Skills
CPA, Auditing, Financial Reporting, Accounting, Sarbanes-Oxley Act, US GAAP, Banking, Derivatives
Education
Boston College 2004 — 2005
MS
Smith College 2000 — 2004
B.A
Chris Caruso's Morgan Stanley Experience 1986 - 2001
Job President at Pangaea Business Solutions
Industry Financial Services
Experience
Pangaea Business Solutions October 2012 - Present
Deutsche Bank Securities September 2001 - April 2012
Morgan Stanley 1986 - 2001
Skills
Operational Risk..., Rates, Financial Analysis, Hedge Funds, Currency, Capital Allocation, Prime Brokerage, Fixed Income, Derivatives, Equities, Financial Services, Financial Risk, Investment Banking, Securities, Portfolio Management, Capital Markets, Alternative Investments, Wealth Management, Relationship Management, Electronic Trading, Trading, Series 7, Series 63, Equity Trading, Options, Bloomberg, FINRA, Equity Derivatives, Trading Systems, Swaps, Asset Management, Financial Markets, Securities Lending, Investment Management, Fund Of Funds, Emerging Markets, Credit Derivatives, Structured Finance, FX Options, Middle Office, Equity Research, Structured Products, Series 24, Bonds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1980 — 1982
MBA, Finance
Swarthmore College 1976 — 1980
BA, Economics
Pangaea Business Solutions October 2012 - Present
Deutsche Bank Securities September 2001 - April 2012
Morgan Stanley 1986 - 2001
Skills
Operational Risk..., Rates, Financial Analysis, Hedge Funds, Currency, Capital Allocation, Prime Brokerage, Fixed Income, Derivatives, Equities, Financial Services, Financial Risk, Investment Banking, Securities, Portfolio Management, Capital Markets, Alternative Investments, Wealth Management, Relationship Management, Electronic Trading, Trading, Series 7, Series 63, Equity Trading, Options, Bloomberg, FINRA, Equity Derivatives, Trading Systems, Swaps, Asset Management, Financial Markets, Securities Lending, Investment Management, Fund Of Funds, Emerging Markets, Credit Derivatives, Structured Finance, FX Options, Middle Office, Equity Research, Structured Products, Series 24, Bonds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1980 — 1982
MBA, Finance
Swarthmore College 1976 — 1980
BA, Economics
Richard Mooney's Morgan Stanley Experience 2002 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2002 - Present
Capgemini 1998 - 2002
Ernst & Young 1988 - 2000
American Re-Insurance Company 1986 - 1988
IIR/ACORD Corporation 1983 - 1985
Kemper Insurance 1980 - 1983
Skills
Business Process..., Strategy, Strategic Sourcing, Program Management, Contract Negotiation, Project Management, Forecasting, Management, CRM
Education
Rutgers Graduate Business School 2011 — 2013
EMBA, Finance
Boston College 1976 — 1980
BA, Psychology
Morgan Stanley 2002 - Present
Capgemini 1998 - 2002
Ernst & Young 1988 - 2000
American Re-Insurance Company 1986 - 1988
IIR/ACORD Corporation 1983 - 1985
Kemper Insurance 1980 - 1983
Skills
Business Process..., Strategy, Strategic Sourcing, Program Management, Contract Negotiation, Project Management, Forecasting, Management, CRM
Education
Rutgers Graduate Business School 2011 — 2013
EMBA, Finance
Boston College 1976 — 1980
BA, Psychology
Yuanjian Carla Li's Morgan Stanley Experience July 2009 - August 2010
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company July 2014 - Present
Material Systems Lab (MIT) September 2012 - July 2014
Rio Tinto June 2013 - August 2013
MIT Clean Energy Prize September 2012 - June 2013
J-PAL South Asia September 2010 - June 2012
Morgan Stanley July 2009 - August 2010
SocialSphere Strategies 2007 - 2008
Skills
Stata, Econometrics, Economics, Policy Analysis, Program Evaluation, Statistics, Data Analysis, R, Research, Statistical Modeling, Policy, Market Research, Analysis, Public Policy
Education
Massachusetts Institute of Technology 2012 — 2014
MS in Engineering Systems Division (Technology and Policy (TPP)), National Science Foundation Fellow, Energy and Resources
Harvard University 2005 — 2009
BA, Earth Sciences and Economics (with coursework in computer science)
Boston Latin School
McKinsey & Company July 2014 - Present
Material Systems Lab (MIT) September 2012 - July 2014
Rio Tinto June 2013 - August 2013
MIT Clean Energy Prize September 2012 - June 2013
J-PAL South Asia September 2010 - June 2012
Morgan Stanley July 2009 - August 2010
SocialSphere Strategies 2007 - 2008
Skills
Stata, Econometrics, Economics, Policy Analysis, Program Evaluation, Statistics, Data Analysis, R, Research, Statistical Modeling, Policy, Market Research, Analysis, Public Policy
Education
Massachusetts Institute of Technology 2012 — 2014
MS in Engineering Systems Division (Technology and Policy (TPP)), National Science Foundation Fellow, Energy and Resources
Harvard University 2005 — 2009
BA, Earth Sciences and Economics (with coursework in computer science)
Boston Latin School
Matthew Manning's Morgan Stanley Experience June 2011 - July 2012
Job JEC Capital Partners
Industry Capital Markets
Experience
JEC Capital Partners December 2012 - Present
Morgan Stanley June 2011 - July 2012
Morgan Stanley August 2008 - June 2011
PricewaterhouseCoopers 2001 - 2006
Education
Columbia University - Columbia Business School 2006 — 2008
Boston College 1997 — 2001
BS, Finance, Accounting
JEC Capital Partners December 2012 - Present
Morgan Stanley June 2011 - July 2012
Morgan Stanley August 2008 - June 2011
PricewaterhouseCoopers 2001 - 2006
Education
Columbia University - Columbia Business School 2006 — 2008
Boston College 1997 — 2001
BS, Finance, Accounting
Mary Jo Otto's Morgan Stanley Experience March 2001 - July 2004
Job Registered Senior Client Associate for Wealth Management Team at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2004 - Present
Morgan Stanley March 2001 - July 2004
Skills
Wealth Management, Financial Services, Series 7, Series 66, Team Building, Wealth Management..., Series 63, Uniform Combined State..., Asset Allocation, FINRA, Investment Advisory, Retirement Planning
Education
Boston College 1973 — 1977
Bachelor of Arts (BA)
Merrill Lynch July 2004 - Present
Morgan Stanley March 2001 - July 2004
Skills
Wealth Management, Financial Services, Series 7, Series 66, Team Building, Wealth Management..., Series 63, Uniform Combined State..., Asset Allocation, FINRA, Investment Advisory, Retirement Planning
Education
Boston College 1973 — 1977
Bachelor of Arts (BA)
Stacey Tate-Woodward's Morgan Stanley Experience September 2000 - May 2001
Job Instructor at Seneca Academy
Industry Financial Services
Experience
Seneca Academy August 2012 - June 2013
UBS Investment Bank September 2007 - May 2011
UBS Investment Bank July 2001 - August 2007
Morgan Stanley September 2000 - May 2001
School of the Holy Child August 1996 - June 2000
Columbia Grammar and Preparatory School August 1992 - June 1996
Skills
Due Diligence, Project Management, Real Estate, Valuation, Financial Modeling, PowerPoint
Education
The University of Connecticut 2002 — 2004
Advanced Business Certificate in Finance
Boston College 1990 — 1994
MA, History
Boston College 1986 — 1990
BA, History and Secondary Education
Seneca Academy August 2012 - June 2013
UBS Investment Bank September 2007 - May 2011
UBS Investment Bank July 2001 - August 2007
Morgan Stanley September 2000 - May 2001
School of the Holy Child August 1996 - June 2000
Columbia Grammar and Preparatory School August 1992 - June 1996
Skills
Due Diligence, Project Management, Real Estate, Valuation, Financial Modeling, PowerPoint
Education
The University of Connecticut 2002 — 2004
Advanced Business Certificate in Finance
Boston College 1990 — 1994
MA, History
Boston College 1986 — 1990
BA, History and Secondary Education
Patricia Kapur's Morgan Stanley Experience September 2000 - June 2006
Job Senior Vice President at Citizens Bank
Industry Banking
Experience
RBS Citizens March 2008 - August 2014
Morgan Stanley September 2000 - June 2006
Skills
Credit, Loans, Capital Markets, Underwriting, Financial Structuring, Portfolio Management, Management, Credit Analysis, Commercial Lending, Commercial Banking, Structured Finance, Credit Risk, Asset Based Lending, Banking, Middle Market
Education
Boston College 1996 — 2000
BS, Finance
RBS Citizens March 2008 - August 2014
Morgan Stanley September 2000 - June 2006
Skills
Credit, Loans, Capital Markets, Underwriting, Financial Structuring, Portfolio Management, Management, Credit Analysis, Commercial Lending, Commercial Banking, Structured Finance, Credit Risk, Asset Based Lending, Banking, Middle Market
Education
Boston College 1996 — 2000
BS, Finance
Mona Johnson's Morgan Stanley Experience July 1999 - May 2001
Job Wholesale Credit at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York March 2014 - Present
Rothschild March 2008 - February 2014
J.P. Morgan July 2006 - January 2008
J.P. Morgan July 2001 - July 2004
Morgan Stanley July 1999 - May 2001
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Private Equity, Equities, Hedge Funds, LBO, Due Diligence, Fixed Income, Emerging Markets, Mergers & Acquisitions, Bloomberg, Financial Analysis, Financial Structuring, M
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Analytical Finance
Boston College - Carroll School of Management 1995 — 1999
Bachelor of Science, Economics
Federal Reserve Bank of New York March 2014 - Present
Rothschild March 2008 - February 2014
J.P. Morgan July 2006 - January 2008
J.P. Morgan July 2001 - July 2004
Morgan Stanley July 1999 - May 2001
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Private Equity, Equities, Hedge Funds, LBO, Due Diligence, Fixed Income, Emerging Markets, Mergers & Acquisitions, Bloomberg, Financial Analysis, Financial Structuring, M
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Analytical Finance
Boston College - Carroll School of Management 1995 — 1999
Bachelor of Science, Economics
Noah Barrett, CFA's Morgan Stanley Experience 2002 - 2006
Job Research Analyst at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group January 2015 - Present
Institutional Capital January 2011 - December 2014
Fiduciary Management Associates June 2008 - January 2011
Morgan Stanley 2002 - 2006
Skills
Equity Research, Mutual Funds, Equities, Hedge Funds, Bloomberg, Fixed Income, Asset Management, Asset Managment, Valuation
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance, Accounting, Economics
Boston College 1998 — 2002
BA, Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
General Course, Economics
Janus Capital Group January 2015 - Present
Institutional Capital January 2011 - December 2014
Fiduciary Management Associates June 2008 - January 2011
Morgan Stanley 2002 - 2006
Skills
Equity Research, Mutual Funds, Equities, Hedge Funds, Bloomberg, Fixed Income, Asset Management, Asset Managment, Valuation
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance, Accounting, Economics
Boston College 1998 — 2002
BA, Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
General Course, Economics
Walter Mis's Morgan Stanley Experience January 1996 - October 2007
Job MD at BTIG
Industry Financial Services
Experience
BTIG December 2007 - Present
Morgan Stanley January 1996 - October 2007
Skills
Hedge Funds, Equities, Series 7, Electronic Trading, Series 24
Education
Boston College 1981 — 1985
BA, Economics
BTIG December 2007 - Present
Morgan Stanley January 1996 - October 2007
Skills
Hedge Funds, Equities, Series 7, Electronic Trading, Series 24
Education
Boston College 1981 — 1985
BA, Economics
Noelle Indelicato's Morgan Stanley Experience July 2008 - July 2011
Job Student at Fordham University School of Law
Industry Financial Services
Experience
Fordham University School of Law AssociateSeward & Kissel LLPOctober 2014 - Present
Morgan Stanley July 2008 - July 2011
Education
Boston College 2004 — 2008
BA, Economics
Fordham Law School - Corp Journal
Fordham University School of Law AssociateSeward & Kissel LLPOctober 2014 - Present
Morgan Stanley July 2008 - July 2011
Education
Boston College 2004 — 2008
BA, Economics
Fordham Law School - Corp Journal
Erik Almond's Morgan Stanley Experience 2004 - 2005
Job Chief Operating Officer at TMC Bonds
Industry Capital Markets
Experience
TMC Bonds 2015 - Present
TMC Bonds 2014 - Present
TMC Bonds 2010 - 2014
CodeStreet 2010 - 2010
BondDesk Group LLC 2007 - 2008
BondDesk Group LLC 2005 - 2007
Morgan Stanley 2004 - 2005
BondDesk Group LLC 2000 - 2004
Skills
Fixed Income, Electronic Trading, Risk Management, Bonds, Order Management, Capital Markets, Series 24, Wealth Management, Trading, Bloomberg, Derivatives, Investments, Equities, Market Data, Hedge Funds, Trading Systems, Series 7, Series 63, FX Options, Options, FINRA, Securities, Swaps, Investment Banking, Structured Products, Portfolio Management, Financial Markets, Equity Trading, Alternative Investments, Asset Allocation, Investment Strategies, Equity Research, Credit Derivatives, Interest Rate..., ETFs, Prime Brokerage, Emerging Markets, Proprietary Trading
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Finance
Boston University 1990 — 1994
BA, Economics
Laguna Blanca School 1986 — 1990
TMC Bonds 2015 - Present
TMC Bonds 2014 - Present
TMC Bonds 2010 - 2014
CodeStreet 2010 - 2010
BondDesk Group LLC 2007 - 2008
BondDesk Group LLC 2005 - 2007
Morgan Stanley 2004 - 2005
BondDesk Group LLC 2000 - 2004
Skills
Fixed Income, Electronic Trading, Risk Management, Bonds, Order Management, Capital Markets, Series 24, Wealth Management, Trading, Bloomberg, Derivatives, Investments, Equities, Market Data, Hedge Funds, Trading Systems, Series 7, Series 63, FX Options, Options, FINRA, Securities, Swaps, Investment Banking, Structured Products, Portfolio Management, Financial Markets, Equity Trading, Alternative Investments, Asset Allocation, Investment Strategies, Equity Research, Credit Derivatives, Interest Rate..., ETFs, Prime Brokerage, Emerging Markets, Proprietary Trading
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Finance
Boston University 1990 — 1994
BA, Economics
Laguna Blanca School 1986 — 1990
Nicole Rossi's Morgan Stanley Experience April 2010 - November 2011
Job Vice President, Program Development at SIFMA
Industry Financial Services
Experience
SIFMA 2013 - Present
SIFMA April 2012 - January 2013
Tribal Societé January 2009 - January 2013
Morgan Stanley April 2010 - November 2011
JP Morgan 2006 - 2008
Brand ICG 2002 - 2007
Skills
Capital Markets, Investment Banking, Business Development, Fixed Income, Financial Modeling, Fashion, Equities, Valuation
Education
New York University 2005 — 2007
MBA, Finance
Boston College 1997 — 2001
BS, Marketing
HKUST Business School
SIFMA 2013 - Present
SIFMA April 2012 - January 2013
Tribal Societé January 2009 - January 2013
Morgan Stanley April 2010 - November 2011
JP Morgan 2006 - 2008
Brand ICG 2002 - 2007
Skills
Capital Markets, Investment Banking, Business Development, Fixed Income, Financial Modeling, Fashion, Equities, Valuation
Education
New York University 2005 — 2007
MBA, Finance
Boston College 1997 — 2001
BS, Marketing
HKUST Business School
William (Bill) Considine's Morgan Stanley Experience 1998 - 2002
Job RVP Retirement Wealth Strategies at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2008 - Present
Wachovia Bank June 2004 - May 2008
Great-West Retirement Services 2003 - 2004
Morgan Stanley 1998 - 2002
Prudential Securities 1991 - 1998
Skills
401k, Series 7, Series 63, Series 6, Retirement, Retirement Planning, Mutual Funds, Wealth Management..., Strategic Financial..., Pensions
Education
Manhattan College 1993 — 1996
MBA, Accounting
Boston College 1987 — 1991
BS, Finance and Marketing
Ameriprise Financial June 2008 - Present
Wachovia Bank June 2004 - May 2008
Great-West Retirement Services 2003 - 2004
Morgan Stanley 1998 - 2002
Prudential Securities 1991 - 1998
Skills
401k, Series 7, Series 63, Series 6, Retirement, Retirement Planning, Mutual Funds, Wealth Management..., Strategic Financial..., Pensions
Education
Manhattan College 1993 — 1996
MBA, Accounting
Boston College 1987 — 1991
BS, Finance and Marketing
Marissa Bianco Wych's Morgan Stanley Experience 2005 - 2005
Job VP at Signature Bank
Industry Financial Services
Experience
Signature Bank August 2013 - Present
Amalgamated Bank March 2011 - Present
CIT July 2006 - February 2011
Morgan Stanley 2005 - 2005
Skills
Financial Modeling, Credit Analysis, Leveraged Finance, Industry Analysis
Education
Boston College 2002 — 2006
BA, Math and Economics
Our Lady of Mercy 1998 — 2002
Signature Bank August 2013 - Present
Amalgamated Bank March 2011 - Present
CIT July 2006 - February 2011
Morgan Stanley 2005 - 2005
Skills
Financial Modeling, Credit Analysis, Leveraged Finance, Industry Analysis
Education
Boston College 2002 — 2006
BA, Math and Economics
Our Lady of Mercy 1998 — 2002
Sileo, Thomas's Morgan Stanley Experience January 1998 - June 2009
Job Financial Advisor at Raymond James Financial
Industry Investment Management
Experience
Raymond James & Associates, Inc June 2009 - Present
Morgan Stanley January 1998 - June 2009
Bear Stearns & Co. 1984 - 1989
Education
Boston College 1980 — 1984
BA
Raymond James & Associates, Inc June 2009 - Present
Morgan Stanley January 1998 - June 2009
Bear Stearns & Co. 1984 - 1989
Education
Boston College 1980 — 1984
BA
Lindsay Brady's Morgan Stanley Experience November 2010 - February 2012
Job Grant Industries
Industry Chemicals
Experience
Grant Industries February 2012 - Present
Morgan Stanley November 2010 - February 2012
Morgan Stanley April 2008 - November 2010
Bear Stearns June 2007 - April 2008
Skills
Fixed Income, Series 7, Consumer Products, Valuation, Bloomberg, Portfolio Management, Trading
Education
Boston College 2003 — 2007
BA, Mathematics
Grant Industries February 2012 - Present
Morgan Stanley November 2010 - February 2012
Morgan Stanley April 2008 - November 2010
Bear Stearns June 2007 - April 2008
Skills
Fixed Income, Series 7, Consumer Products, Valuation, Bloomberg, Portfolio Management, Trading
Education
Boston College 2003 — 2007
BA, Mathematics
Pablo Beltrán's Morgan Stanley Experience June 2014 - Present
Job M&A Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley May 2013 - August 2013
Peter Lynch Foundation September 2013 - December 2013
Barclays Investment Bank May 2012 - August 2012
Citi June 2011 - August 2011
Shaw Yi Ltd. June 2009 - July 2009
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Valuation, Financial Accounting, Corporate Finance, Bloomberg, Leadership
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance and Accounting, Minor in Economics (Arts & Sciences), Magna Cum Laude
Colegio Retamar 2006 — 2010
International Baccalaureate and Spanish Baccalaureate
Shanghai American School 2001 — 2006
Morgan Stanley June 2014 - Present
Morgan Stanley May 2013 - August 2013
Peter Lynch Foundation September 2013 - December 2013
Barclays Investment Bank May 2012 - August 2012
Citi June 2011 - August 2011
Shaw Yi Ltd. June 2009 - July 2009
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Valuation, Financial Accounting, Corporate Finance, Bloomberg, Leadership
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance and Accounting, Minor in Economics (Arts & Sciences), Magna Cum Laude
Colegio Retamar 2006 — 2010
International Baccalaureate and Spanish Baccalaureate
Shanghai American School 2001 — 2006
Roy Jimenez's Morgan Stanley Experience January 2001 - May 2011
Job Chief Financial Officer at Cato Partners
Industry Financial Services
Amie Benedetto's Morgan Stanley Experience August 2006 - January 2012
Job Senior Counsel at Proprium Capital Partners
Industry Legal Services
Experience
Proprium Capital Partners August 2013 - Present
Morgan Stanley August 2006 - January 2012
Sullivan & Cromwell LLP November 2003 - August 2006
Education
Boston College Law School 2000 — 2003
Doctor of Law (JD)
Florida State University 1993 — 1997
Bachelor of Music Education, Music
Proprium Capital Partners August 2013 - Present
Morgan Stanley August 2006 - January 2012
Sullivan & Cromwell LLP November 2003 - August 2006
Education
Boston College Law School 2000 — 2003
Doctor of Law (JD)
Florida State University 1993 — 1997
Bachelor of Music Education, Music
Shawn P McLaughlin's Morgan Stanley Experience June 2001 - October 2005
Job Independent Financial Planner
Industry Financial Services
Experience
Dave Ramsey - Lampo Group March 2008 - Present
Sgroi Financial October 2005 - Present
Morgan Stanley June 2001 - October 2005
Education
Boston College 1997 — 2000
Dave Ramsey - Lampo Group March 2008 - Present
Sgroi Financial October 2005 - Present
Morgan Stanley June 2001 - October 2005
Education
Boston College 1997 — 2000
Peter Robbins's Morgan Stanley Experience June 2006 - June 2008
Job Investment Banking Associate at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2012 - Present
Robert W. Baird & Co. May 2011 - August 2011
Pfingsten Partners June 2010 - September 2010
Seventh Circuit for the United States Court of Appeals May 2009 - September 2009
Morgan Stanley June 2006 - June 2008
Education
University of Wisconsin Law School 2008 — 2012
Doctor of Law (JD)
University of Wisconsin-Madison - School of Business 2009 — 2011
Master of Business Administration (MBA), Corporate Finance and Investment Banking
Boston College 2002 — 2006
B.A., Economics, Magna Cum Laude
Robert W. Baird & Co. July 2012 - Present
Robert W. Baird & Co. May 2011 - August 2011
Pfingsten Partners June 2010 - September 2010
Seventh Circuit for the United States Court of Appeals May 2009 - September 2009
Morgan Stanley June 2006 - June 2008
Education
University of Wisconsin Law School 2008 — 2012
Doctor of Law (JD)
University of Wisconsin-Madison - School of Business 2009 — 2011
Master of Business Administration (MBA), Corporate Finance and Investment Banking
Boston College 2002 — 2006
B.A., Economics, Magna Cum Laude
Neil O'Leary's Morgan Stanley Experience August 2000 - June 2002
Job Senior Director
Industry Financial Services
Experience
Lineage Logistics December 2008 - Present
Seafreeze Cold Storage December 2008 - Present
Lazard Asset Management July 2002 - May 2006
Morgan Stanley August 2000 - June 2002
Skills
Business Strategy, Analysis, Supply Chain, Capital Markets, Private Equity, Logistics, Fundraising, Warehousing, Investments, Financial Modeling, Portfolio Management, Business Development, Cross-functional Team..., Valuation, Financial Analysis, Corporate Finance
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA
Boston College 1996 — 2000
BS, Finance
Lineage Logistics December 2008 - Present
Seafreeze Cold Storage December 2008 - Present
Lazard Asset Management July 2002 - May 2006
Morgan Stanley August 2000 - June 2002
Skills
Business Strategy, Analysis, Supply Chain, Capital Markets, Private Equity, Logistics, Fundraising, Warehousing, Investments, Financial Modeling, Portfolio Management, Business Development, Cross-functional Team..., Valuation, Financial Analysis, Corporate Finance
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA
Boston College 1996 — 2000
BS, Finance
Phil Mettling's Morgan Stanley Experience September 2005 - July 2010
Job Institutional Equity Sales at Guggenheim
Industry Financial Services
Experience
Guggenheim Partners May 2015 - Present
Barclays Investment Bank March 2013 - March 2015
Barclays Capital August 2010 - February 2013
Morgan Stanley September 2005 - July 2010
Skills
Series 7, Series 63, Equities, Capital Markets, Bloomberg, Hedge Funds, Mutual Funds, Alternative Investments, Relationship Management, series 3, series 55, Securities, Trading
Education
Boston College School of Advancing Studies 2004 — 2005
Organizational Behavior
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
Business, Marketing
Guggenheim Partners May 2015 - Present
Barclays Investment Bank March 2013 - March 2015
Barclays Capital August 2010 - February 2013
Morgan Stanley September 2005 - July 2010
Skills
Series 7, Series 63, Equities, Capital Markets, Bloomberg, Hedge Funds, Mutual Funds, Alternative Investments, Relationship Management, series 3, series 55, Securities, Trading
Education
Boston College School of Advancing Studies 2004 — 2005
Organizational Behavior
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
Business, Marketing
Ryan Muldowney's Morgan Stanley Experience January 2011 - July 2012
Job Consultant at Mars & Co.
Industry Management Consulting
Experience
Mars & Co. August 2014 - Present
McKinsey & Company June 2013 - August 2013
Morgan Stanley January 2011 - July 2012
Morgan Stanley January 2009 - December 2011
Morgan Stanley July 2006 - December 2008
Education
Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Boston College 2002 — 2006
Bachelor of Science (BS), Economics
Mars & Co. August 2014 - Present
McKinsey & Company June 2013 - August 2013
Morgan Stanley January 2011 - July 2012
Morgan Stanley January 2009 - December 2011
Morgan Stanley July 2006 - December 2008
Education
Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Boston College 2002 — 2006
Bachelor of Science (BS), Economics
Rick Allendorf's Morgan Stanley Experience July 2006 - March 2010
Job Partner at Paul Hastings LLP
Industry Law Practice
Experience
Paul Hastings LLP April 2010 - Present
Morgan Stanley July 2006 - March 2010
Fried Frank March 2005 - July 2006
Cadwalader, Wickersham & Taft LLP September 2002 - March 2005
Skills
Litigation, Corporate Law, Intellectual Property, Commercial Litigation, Legal Writing, Legal Research, Due Diligence, Private Equity, Structured Finance
Education
Boston College Law School 1999 — 2002
JD, Law
Northwestern University 1991 — 1995
BA, History
Paul Hastings LLP April 2010 - Present
Morgan Stanley July 2006 - March 2010
Fried Frank March 2005 - July 2006
Cadwalader, Wickersham & Taft LLP September 2002 - March 2005
Skills
Litigation, Corporate Law, Intellectual Property, Commercial Litigation, Legal Writing, Legal Research, Due Diligence, Private Equity, Structured Finance
Education
Boston College Law School 1999 — 2002
JD, Law
Northwestern University 1991 — 1995
BA, History
Pamela Snetro's Morgan Stanley Experience August 2005 - Present
Job First Vice PresidentWealth Management/ Senior Investment Management Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2005 - Present
Skills
Asset Managment, Comprehensive Wealth..., Philanthropy, Strategies for..., Family Governance, Legacy Planning, Educational Programs...
Education
Boston College
Fairfield University
Bachelor's degree, Economics
Loyola University- Rome, Italy
Morgan Stanley August 2005 - Present
Skills
Asset Managment, Comprehensive Wealth..., Philanthropy, Strategies for..., Family Governance, Legacy Planning, Educational Programs...
Education
Boston College
Fairfield University
Bachelor's degree, Economics
Loyola University- Rome, Italy
Lucas Iacono's Morgan Stanley Experience 2008 - 2009
Job Financial Services
Industry Financial Services
Experience
Nitron Group Corporation February 2012 - Present
Citi June 2010 - August 2010
Morgan Stanley 2008 - 2009
Morgan Stanley 2006 - 2008
Education
IESE Business School - University of Navarra 2009 — 2010
Boston College - Carroll School of Management 2002 — 2006
BA, Finance
Nitron Group Corporation February 2012 - Present
Citi June 2010 - August 2010
Morgan Stanley 2008 - 2009
Morgan Stanley 2006 - 2008
Education
IESE Business School - University of Navarra 2009 — 2010
Boston College - Carroll School of Management 2002 — 2006
BA, Finance
Ray Harris's Morgan Stanley Experience July 1982 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 1982 - Present
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, Finance
Boston College 1974 — 1978
BA, Math, Economics
Morgan Stanley July 1982 - Present
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, Finance
Boston College 1974 — 1978
BA, Math, Economics
Bill Kelsey's Morgan Stanley Experience May 2005 - February 2007
Job Managing Director, Business Development at CF Partners
Industry Financial Services
Experience
CF Partners (UK) LLP September 2015 - Present
Henderson Global Investors November 2010 - June 2015
Cardano April 2008 - November 2010
Integrated Alternative Investments February 2007 - March 2008
Morgan Stanley May 2005 - February 2007
MIT September 2001 - April 2005
Wellington Management September 1998 - September 2001
Skills
Hedge Funds, Alternative Investments, Institutional..., Portfolio Management, Investment Strategies, Business Development, Due Diligence, Funding, Investments, Asset Management, Pensions, Investment Management, Start-ups, Wealth Management...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2005
Williams College 1994 — 1998
BA, History
CF Partners (UK) LLP September 2015 - Present
Henderson Global Investors November 2010 - June 2015
Cardano April 2008 - November 2010
Integrated Alternative Investments February 2007 - March 2008
Morgan Stanley May 2005 - February 2007
MIT September 2001 - April 2005
Wellington Management September 1998 - September 2001
Skills
Hedge Funds, Alternative Investments, Institutional..., Portfolio Management, Investment Strategies, Business Development, Due Diligence, Funding, Investments, Asset Management, Pensions, Investment Management, Start-ups, Wealth Management...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2005
Williams College 1994 — 1998
BA, History
Luanne Isherwood's Morgan Stanley Experience 1987 - 1990
Job Principal, Fund Risk Analytics
Industry Financial Services
Experience
Fund Risk Analytics 2005 - Present
Boston College 1994 - 2000
Morgan Stanley 1987 - 1990
H.C. Wainwright 1983 - 1986
Skills
Quantitative Finance, Time Series Analysis, Portfolio Optimization, Derivatives, Econometrics, Quantitative Analytics, Financial Modeling, Risk Modeling, Statistical Modeling, Fixed Income
Education
Boston College - Carroll School of Management
Ph.D. (ABD), Finance
Carnegie Mellon University
M.S., Statistics
Carnegie Mellon University
B.S., Applied Mathematics
Carnegie Mellon University
B.S., Economics
Fund Risk Analytics 2005 - Present
Boston College 1994 - 2000
Morgan Stanley 1987 - 1990
H.C. Wainwright 1983 - 1986
Skills
Quantitative Finance, Time Series Analysis, Portfolio Optimization, Derivatives, Econometrics, Quantitative Analytics, Financial Modeling, Risk Modeling, Statistical Modeling, Fixed Income
Education
Boston College - Carroll School of Management
Ph.D. (ABD), Finance
Carnegie Mellon University
M.S., Statistics
Carnegie Mellon University
B.S., Applied Mathematics
Carnegie Mellon University
B.S., Economics
Laura DeLong's Morgan Stanley Experience July 2000 - August 2002
Job Associate at Jones Day
Industry Law Practice
Experience
Jones Day August 2006 - Present
Ashton Partners August 2002 - July 2003
Morgan Stanley July 2000 - August 2002
Education
The Ohio State University Moritz College of Law 2003 — 2006
J.D., Law
Boston College - Carroll School of Management 1996 — 2000
B.S./B.A., Finance and History
Jones Day August 2006 - Present
Ashton Partners August 2002 - July 2003
Morgan Stanley July 2000 - August 2002
Education
The Ohio State University Moritz College of Law 2003 — 2006
J.D., Law
Boston College - Carroll School of Management 1996 — 2000
B.S./B.A., Finance and History
Walter Schaeffler's Morgan Stanley Experience 1997 - 1999
Job Director of Treasury Operations & Analysis at Amherst College
Industry Higher Education
Experience
Amherst College 2013 - Present
Williams College 2011 - 2012
Colby College 2007 - 2011
KDP Investment Advisors 2004 - 2007
Nomura Securities 2000 - 2003
ING Barings 1999 - 2000
Morgan Stanley 1997 - 1999
Education
Boston College 1993 — 1997
A.B., Economics and Political Science
National University of Ireland, Galway 1996 — 1996
Amherst College 2013 - Present
Williams College 2011 - 2012
Colby College 2007 - 2011
KDP Investment Advisors 2004 - 2007
Nomura Securities 2000 - 2003
ING Barings 1999 - 2000
Morgan Stanley 1997 - 1999
Education
Boston College 1993 — 1997
A.B., Economics and Political Science
National University of Ireland, Galway 1996 — 1996
Ross Tremblay's Morgan Stanley Experience June 2012 - May 2013
Job FP&A Associate at BlackRock
Industry Financial Services
Experience
BlackRock May 2013 - Present
Morgan Stanley June 2012 - May 2013
Morgan Stanley Smith Barney June 2011 - August 2011
Dutchess County Department of Public Works May 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Economics, Financial Analysis, Accounting, Team Leadership, Facebook, Social Networking, Capital Markets, Finance
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.) - Honors Program, Economics
BlackRock May 2013 - Present
Morgan Stanley June 2012 - May 2013
Morgan Stanley Smith Barney June 2011 - August 2011
Dutchess County Department of Public Works May 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Economics, Financial Analysis, Accounting, Team Leadership, Facebook, Social Networking, Capital Markets, Finance
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.) - Honors Program, Economics
Molly Logan Carpenter's Morgan Stanley Experience October 2011 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2011 - Present
Cadwalader, Wickersham & Taft LLP December 2010 - October 2011
McDermott Will & Emery September 2008 - December 2010
Education
Boston College
Bachelor of Arts (B.A.)
Mahopac High School
Wake Forest University School of Law
Doctor of Law (J.D.)
Morgan Stanley October 2011 - Present
Cadwalader, Wickersham & Taft LLP December 2010 - October 2011
McDermott Will & Emery September 2008 - December 2010
Education
Boston College
Bachelor of Arts (B.A.)
Mahopac High School
Wake Forest University School of Law
Doctor of Law (J.D.)
Rick Pinkham's Morgan Stanley Experience December 2008 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2008 - Present
Morgan Stanley December 2005 - December 2008
Morgan Stanley August 2002 - December 2005
Skills
Fixed Income, Derivatives, Series 7, Residential Mortgages, Fixed Rate Mortgages
Education
Boston College 1994 — 1998
Economics
Morgan Stanley December 2008 - Present
Morgan Stanley December 2005 - December 2008
Morgan Stanley August 2002 - December 2005
Skills
Fixed Income, Derivatives, Series 7, Residential Mortgages, Fixed Rate Mortgages
Education
Boston College 1994 — 1998
Economics
David Keenan's Morgan Stanley Experience September 2012 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
UBS AG 2005 - 2012
Barclays Capital 2000 - 2005
Fleet Financial Group 1998 - 2000
Price Waterhouse 1997 - 1998
Federal Reserve Bank of Boston 1990 - 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1990
Master of Science (MS), Finance
University of Massachusetts Lowell 1985 — 1989
BS, Finance
Morgan Stanley September 2012 - Present
UBS AG 2005 - 2012
Barclays Capital 2000 - 2005
Fleet Financial Group 1998 - 2000
Price Waterhouse 1997 - 1998
Federal Reserve Bank of Boston 1990 - 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1990
Master of Science (MS), Finance
University of Massachusetts Lowell 1985 — 1989
BS, Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS