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
Jason Blitz Jason Blitz's Morgan Stanley Experience January 2001 - June 2003
Job Technology Coordinator at American Heart Association | American Stroke Association
Industry Health, Wellness and Fitness
Experience
American Heart Association American Stroke Association July 2006 - Present
20th Century Fox/Unisys November 2005 - May 2006
Melrose Mac June 2004 - October 2005
Morgan Stanley January 2001 - June 2003
Brigade, INC December 1999 - October 2000
Skills
Macintosh..., Dell/HP/IBM ..., Blackberry/IPhone/Palm/A..., Building/Diagnose/Troubl..., Cherwell Helpdesk..., Siebel Helpdesk software, MS Outlook, Mac OS X, MS Windows 2000, NT,..., MS Lync, McAfee and Norton..., Malwarebytes, Superantispyware
Education
California State University-Sacramento 1996 — 1999
Master's degree, Political Science and Government
Boston University 1990 — 1994
Bachelor's degree, Political Science and Government
American Heart Association American Stroke Association July 2006 - Present
20th Century Fox/Unisys November 2005 - May 2006
Melrose Mac June 2004 - October 2005
Morgan Stanley January 2001 - June 2003
Brigade, INC December 1999 - October 2000
Skills
Macintosh..., Dell/HP/IBM ..., Blackberry/IPhone/Palm/A..., Building/Diagnose/Troubl..., Cherwell Helpdesk..., Siebel Helpdesk software, MS Outlook, Mac OS X, MS Windows 2000, NT,..., MS Lync, McAfee and Norton..., Malwarebytes, Superantispyware
Education
California State University-Sacramento 1996 — 1999
Master's degree, Political Science and Government
Boston University 1990 — 1994
Bachelor's degree, Political Science and Government
Kenneth J. Reilly Kenneth J. Reilly's Morgan Stanley Experience December 1998 - December 2008
Job Vice PresidentWealth Management at UBS Financial Services, Certified Wealth Strategist
Industry Financial Services
Experience
UBS Wealth Management December 2008 - Present
CentraState Healthcare Foundation 2013 - 2013
Charity Cleaners, LLC November 2007 - September 2012
Morgan Stanley December 1998 - December 2008
Oppenheimer & Co. Inc. 1991 - 1998
Skills
Asset Management, Investments, Series 7, Wealth Management, Series 63, Securities, Retirement Planning, Alternative Investments, Mutual Funds
Education
Boston University
Master of Science-Banking and Financial Services Management
CUNY-Brooklyn College 1983 — 1985
Bachelor of Arts, Political Science
City University of New York-Brooklyn College 1981 — 1985
Bachelor of Arts, Political Science
John Dewey High School 1978 — 1981
UBS Wealth Management December 2008 - Present
CentraState Healthcare Foundation 2013 - 2013
Charity Cleaners, LLC November 2007 - September 2012
Morgan Stanley December 1998 - December 2008
Oppenheimer & Co. Inc. 1991 - 1998
Skills
Asset Management, Investments, Series 7, Wealth Management, Series 63, Securities, Retirement Planning, Alternative Investments, Mutual Funds
Education
Boston University
Master of Science-Banking and Financial Services Management
CUNY-Brooklyn College 1983 — 1985
Bachelor of Arts, Political Science
City University of New York-Brooklyn College 1981 — 1985
Bachelor of Arts, Political Science
John Dewey High School 1978 — 1981
Mario Mena's Morgan Stanley Experience October 2014 - Present
Job Equity Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Discover Capital May 2014 - September 2014
Point Global SRI May 2014 - August 2014
Blue Ocean Equity Partners December 2012 - March 2014
The Leading Hotels of the World June 2012 - September 2012
Skills
Financial Analysis, Financial Modeling, Market Research, Business Valuation, Private Equity, Public Speaking, Strategy, Leadership, Economics
Education
Boston University 2009 — 2013
Bachelor of Applied Science (BASc) and Bachelor of Business Administration, Finance, Economics
Boston University - School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Morgan Stanley October 2014 - Present
Discover Capital May 2014 - September 2014
Point Global SRI May 2014 - August 2014
Blue Ocean Equity Partners December 2012 - March 2014
The Leading Hotels of the World June 2012 - September 2012
Skills
Financial Analysis, Financial Modeling, Market Research, Business Valuation, Private Equity, Public Speaking, Strategy, Leadership, Economics
Education
Boston University 2009 — 2013
Bachelor of Applied Science (BASc) and Bachelor of Business Administration, Finance, Economics
Boston University - School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Kanika (Marwaha) Chadha's Morgan Stanley Experience September 2003 - December 2003
Job Actively seeking analytic/strategic role in NYC
Industry Research
Experience
WhoTrades ~ Tech StartUp - Broker Dealer October 2013 - September 2014
The Benchmark Company, LLC October 2008 - October 2012
Fortress Investment Group, LLC June 2007 - August 2008
Investors Bank & Trust Co April 2006 - June 2007
NATIXIS Asset Management August 2004 - April 2006
MetLife Financial Services January 2004 - July 2004
Morgan Stanley September 2003 - December 2003
Smith Barney April 2002 - April 2003
Skills
Valuation, Hedge Funds, Bloomberg, Equities, Financial Modeling, Financial Analysis, Capital Markets, French, Hindi, Marketing Strategy, Equity Research, Microsoft Excel, Modeling, Software Project..., Business Analysis, New Business Development, Presentations, Public Speaking, Brand Development, Digital Strategy, Social Media, Microsoft Office, Microsoft Word, Nonprofits, Qualitative Research, Quantitative Research, Research, Strategic Planning, WordPress, Finance, Portfolio Management, Marketing, Start-ups, Trading, Strategy, Investments, Risk Management, Non-profit Leadership, Analysis, Non-profit Volunteer, Fixed Income, Investment Banking
Education
Boston University 2004 — 2007
M.S.
Boston University 1999 — 2003
B.A.
WhoTrades ~ Tech StartUp - Broker Dealer October 2013 - September 2014
The Benchmark Company, LLC October 2008 - October 2012
Fortress Investment Group, LLC June 2007 - August 2008
Investors Bank & Trust Co April 2006 - June 2007
NATIXIS Asset Management August 2004 - April 2006
MetLife Financial Services January 2004 - July 2004
Morgan Stanley September 2003 - December 2003
Smith Barney April 2002 - April 2003
Skills
Valuation, Hedge Funds, Bloomberg, Equities, Financial Modeling, Financial Analysis, Capital Markets, French, Hindi, Marketing Strategy, Equity Research, Microsoft Excel, Modeling, Software Project..., Business Analysis, New Business Development, Presentations, Public Speaking, Brand Development, Digital Strategy, Social Media, Microsoft Office, Microsoft Word, Nonprofits, Qualitative Research, Quantitative Research, Research, Strategic Planning, WordPress, Finance, Portfolio Management, Marketing, Start-ups, Trading, Strategy, Investments, Risk Management, Non-profit Leadership, Analysis, Non-profit Volunteer, Fixed Income, Investment Banking
Education
Boston University 2004 — 2007
M.S.
Boston University 1999 — 2003
B.A.
Patrick Laney's Morgan Stanley Experience August 2006 - July 2009
Job General Manager at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin January 2014 - Present
Lockheed Martin CDL Systems USA, Inc. December 2012 - December 2013
CDL Systems Ltd. January 2012 - December 2012
CDL Systems Inc. January 2012 - December 2012
CDL Systems Inc. January 2010 - January 2012
CDL Systems Ltd. August 2009 - January 2010
Morgan Stanley August 2006 - July 2009
United States Navy October 2000 - September 2004
United States Navy May 1993 - August 2004
Skills
Project Management, Strategy, Financial Modeling, Start-ups, Finance, Recruiting, P&L Responsibility, UAV, Military Aviation, Aviation, Aerospace, New Business Development, Navy, Training, Investments, Leadership, Military, P&L Management, Program Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA, Finance
Boston University 1989 — 1993
BS, Business Administration
Boston University - School of Management 1989 — 1993
BS, Business Administration
Lockheed Martin January 2014 - Present
Lockheed Martin CDL Systems USA, Inc. December 2012 - December 2013
CDL Systems Ltd. January 2012 - December 2012
CDL Systems Inc. January 2012 - December 2012
CDL Systems Inc. January 2010 - January 2012
CDL Systems Ltd. August 2009 - January 2010
Morgan Stanley August 2006 - July 2009
United States Navy October 2000 - September 2004
United States Navy May 1993 - August 2004
Skills
Project Management, Strategy, Financial Modeling, Start-ups, Finance, Recruiting, P&L Responsibility, UAV, Military Aviation, Aviation, Aerospace, New Business Development, Navy, Training, Investments, Leadership, Military, P&L Management, Program Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA, Finance
Boston University 1989 — 1993
BS, Business Administration
Boston University - School of Management 1989 — 1993
BS, Business Administration
Katrina Lastih's Morgan Stanley Experience February 2007 - Present
Job Consulting Group Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2007 - Present
Skills
Series 7, Series 66, Series 3, Series 63, FINRA, Asset Allocation, Uniform Combined State..., Securities, Investment Advisory, Fixed Income, Portfolio Management, Separately Managed..., Series 65, Hedge Funds, Investments, Financial Services, 401k, Valuation, Financial Modeling, Retirement, Retirement Planning
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Political Science
Morgan Stanley February 2007 - Present
Skills
Series 7, Series 66, Series 3, Series 63, FINRA, Asset Allocation, Uniform Combined State..., Securities, Investment Advisory, Fixed Income, Portfolio Management, Separately Managed..., Series 65, Hedge Funds, Investments, Financial Services, 401k, Valuation, Financial Modeling, Retirement, Retirement Planning
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Political Science
Frank Hewitt Frank Hewitt's Morgan Stanley Experience October 2009 - February 2012
Job Designer at hewitt by design
Industry Marketing and Advertising
Experience
hewitt by design May 2015 - Present
InvestEd Consulting June 2014 - Present
Classy.org January 2013 - June 2014
Morgan Stanley October 2009 - February 2012
UBS Wealth Management August 2007 - October 2009
Street Scene / Rob Hagey Productions, Inc. March 2001 - May 2007
ANZ June 2000 - November 2000
Skills
Brand Awareness, Marketing, Web Design, Logo Design, Sales, Event Management, Strategic Partnerships, Web Development, Sponsorship, Retirement Planning, Series 7, Mutual Funds, Business Development, Interpersonal Skill, Communication, Negotiation, Investment Strategies, Non-profits, Wealth Management, Financial Analysis, Investment Advisory, IRAs, Social Media Marketing, Financial Services, Strategic Financial..., Fixed Annuities, Asset Allocation, Film Editing, Investments, Nonprofits, Digital Marketing, Direct Sales, InDesign, Photoshop, Lightroom, Salesforce.com, Graphic Design
Education
UCSD Extension 2012 — 2014
Professional Business Management Certificate - Marketing
San Diego State University-California State University 2010 — 2011
Executive Financial Planner Advanced Certificate Program
Boston University 1996 — 2000
Bachelor's Degree, Communication, General
New York University 1999 — 1999
Business
hewitt by design May 2015 - Present
InvestEd Consulting June 2014 - Present
Classy.org January 2013 - June 2014
Morgan Stanley October 2009 - February 2012
UBS Wealth Management August 2007 - October 2009
Street Scene / Rob Hagey Productions, Inc. March 2001 - May 2007
ANZ June 2000 - November 2000
Skills
Brand Awareness, Marketing, Web Design, Logo Design, Sales, Event Management, Strategic Partnerships, Web Development, Sponsorship, Retirement Planning, Series 7, Mutual Funds, Business Development, Interpersonal Skill, Communication, Negotiation, Investment Strategies, Non-profits, Wealth Management, Financial Analysis, Investment Advisory, IRAs, Social Media Marketing, Financial Services, Strategic Financial..., Fixed Annuities, Asset Allocation, Film Editing, Investments, Nonprofits, Digital Marketing, Direct Sales, InDesign, Photoshop, Lightroom, Salesforce.com, Graphic Design
Education
UCSD Extension 2012 — 2014
Professional Business Management Certificate - Marketing
San Diego State University-California State University 2010 — 2011
Executive Financial Planner Advanced Certificate Program
Boston University 1996 — 2000
Bachelor's Degree, Communication, General
New York University 1999 — 1999
Business
Jennifer Winslow's Morgan Stanley Experience October 2006 - July 2008
Job Executive Assistant at PHD
Industry Events Services
Experience
PHD February 2010 - Present
Morgan Stanley October 2006 - July 2008
Advertising Women of New York June 2004 - September 2006
Spaeth Design October 2003 - May 2004
Hawthorn Capital September 2001 - September 2002
Hearst Magazines November 1993 - June 2001
Skills
Event Management, Advertising, Digital Media, Event Planning, Social Media Marketing, Social Media, Integrated Marketing, Marketing Communications
Education
Boston University 1988 — 1992
PHD February 2010 - Present
Morgan Stanley October 2006 - July 2008
Advertising Women of New York June 2004 - September 2006
Spaeth Design October 2003 - May 2004
Hawthorn Capital September 2001 - September 2002
Hearst Magazines November 1993 - June 2001
Skills
Event Management, Advertising, Digital Media, Event Planning, Social Media Marketing, Social Media, Integrated Marketing, Marketing Communications
Education
Boston University 1988 — 1992
Christopher Muffie Christopher Muffie's Morgan Stanley Experience February 2014 - Present
Job Analyst at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley February 2014 - Present
Northern Illinois University December 2011 - May 2012
Northern Illinois University October 2011 - May 2012
Park Ridge Financial May 2011 - August 2011
Skills
SAS, Stata, Econometrics, Statistics, Matlab, Research, Analysis, Statistical Modeling
Education
Boston University
Master's degree, Economics
Northern Illinois University
BS/Minor, Economics/Mathematics
Morgan Stanley February 2014 - Present
Northern Illinois University December 2011 - May 2012
Northern Illinois University October 2011 - May 2012
Park Ridge Financial May 2011 - August 2011
Skills
SAS, Stata, Econometrics, Statistics, Matlab, Research, Analysis, Statistical Modeling
Education
Boston University
Master's degree, Economics
Northern Illinois University
BS/Minor, Economics/Mathematics
Edgar Max White's Morgan Stanley Experience June 2013 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Nielsen June 2011 - August 2011
Harvard Business School June 2010 - August 2010
Skills
Financial Reporting, Teamwork, Communication Skills, Leadership, Training, Entrepreneurship, Market Research, Research, Data Analysis, Financial Analysis, Due Diligence, Microsoft Office, Time Management
Education
Boston University 2009 — 2013
Bachelor of Science (B.S.), Sociology
Noble & Greenough School 2005 — 2009
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Nielsen June 2011 - August 2011
Harvard Business School June 2010 - August 2010
Skills
Financial Reporting, Teamwork, Communication Skills, Leadership, Training, Entrepreneurship, Market Research, Research, Data Analysis, Financial Analysis, Due Diligence, Microsoft Office, Time Management
Education
Boston University 2009 — 2013
Bachelor of Science (B.S.), Sociology
Noble & Greenough School 2005 — 2009
Brian Beck's Morgan Stanley Experience July 2011 - Present
Job Vice President at Morgan Stanley Real Estate Investing
Industry Investment Management
Experience
Morgan Stanley July 2011 - Present
Deloitte June 2007 - June 2011
HSBC May 2006 - August 2006
Skills
Asset Management, Real Estate, Valuation, Due Diligence, Investments, Real Estate Investment, Acquisitions, Asset Managment, Real Estate Development, Real Estate Economics, Private Equity, Commercial Real Estate, Real Estate Transactions, Disposition, Investment Strategies, Investment Management, Financial Analysis, Investment Banking, Financial Modeling, Investment Properties
Education
Indiana University - Kelley School of Business 2003 — 2007
BS, Finance, Real Estate
Boston University 2006 — 2006
Summer Abroad London
Morgan Stanley July 2011 - Present
Deloitte June 2007 - June 2011
HSBC May 2006 - August 2006
Skills
Asset Management, Real Estate, Valuation, Due Diligence, Investments, Real Estate Investment, Acquisitions, Asset Managment, Real Estate Development, Real Estate Economics, Private Equity, Commercial Real Estate, Real Estate Transactions, Disposition, Investment Strategies, Investment Management, Financial Analysis, Investment Banking, Financial Modeling, Investment Properties
Education
Indiana University - Kelley School of Business 2003 — 2007
BS, Finance, Real Estate
Boston University 2006 — 2006
Summer Abroad London
Greg Munster,CFP® CRPC® Greg Munster,CFP® CRPC®'s Morgan Stanley Experience January 1992 - March 2002
Job Managing Principal Financial Advisor at Munster Financial, LLC.
Industry Financial Services
Experience
Munster Financial, LLC March 2014 - Present
Merrill Lynch March 2002 - March 2014
Morgan Stanley January 1992 - March 2002
Skills
Investments, Asset Allocation, Retirement, Mutual Funds, Investment Strategies, Retirement Planning, Securities, Strategic Planning, Finance, Financial Advisory, Due Diligence, Bonds, Alternative Investments, Equities, Series 9/10, Series 31, Series 65, Certified Financial..., Series 7, Series 63
Education
The Ohio State University 1987 — 1991
BSBA, Marketing and Real Estate
Boston University 1986 — 1987
Bachelor of Business Administration (B.B.A.)
Munster Financial, LLC March 2014 - Present
Merrill Lynch March 2002 - March 2014
Morgan Stanley January 1992 - March 2002
Skills
Investments, Asset Allocation, Retirement, Mutual Funds, Investment Strategies, Retirement Planning, Securities, Strategic Planning, Finance, Financial Advisory, Due Diligence, Bonds, Alternative Investments, Equities, Series 9/10, Series 31, Series 65, Certified Financial..., Series 7, Series 63
Education
The Ohio State University 1987 — 1991
BSBA, Marketing and Real Estate
Boston University 1986 — 1987
Bachelor of Business Administration (B.B.A.)
Jennifer Leonard, CFA Jennifer Leonard, CFA's Morgan Stanley Experience 2009 - 2013
Job Vice President of Impact Investing at The CAPROCK Group
Industry Financial Services
Experience
The CAPROCK Group 2013 - Present
Morgan Stanley 2009 - 2013
Women's World Banking 2008 - 2009
SKS Microfinance Limited 2005 - 2007
Merrill Lynch 2000 - 2004
Skills
Latin America, Equity Research, Telecommunications, Media, Technology, Microfinance, Private Equity, Investment Management, South Asia, Impact Investing, Emerging Markets, Financial Modeling, Venture Capital, Finance
Education
Wharton School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 1998 — 2000
Master of Arts (M.A.), International/Global Studies
Boston University 1990 — 1994
Bachelor of Arts (B.A.), Economics, Magna cum Laude
The CAPROCK Group 2013 - Present
Morgan Stanley 2009 - 2013
Women's World Banking 2008 - 2009
SKS Microfinance Limited 2005 - 2007
Merrill Lynch 2000 - 2004
Skills
Latin America, Equity Research, Telecommunications, Media, Technology, Microfinance, Private Equity, Investment Management, South Asia, Impact Investing, Emerging Markets, Financial Modeling, Venture Capital, Finance
Education
Wharton School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 1998 — 2000
Master of Arts (M.A.), International/Global Studies
Boston University 1990 — 1994
Bachelor of Arts (B.A.), Economics, Magna cum Laude
Matthew Cheng's Morgan Stanley Experience June 2012 - August 2012
Job Analyst at BlackRock
Industry Investment Management
Experience
BlackRock 2014 - Present
PIMCO June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Mandarin, Financial Modeling, Microsoft Office, Microsoft Excel, Photography, Research, Economics, Valuation, Financial Analysis, R, Financial Accounting
Education
University of Pennsylvania 2011 — 2014
B.A., Economics
Boston University 2010 — 2011
B.A., Economics
Choate Rosemary Hall 2006 — 2010
BlackRock 2014 - Present
PIMCO June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Mandarin, Financial Modeling, Microsoft Office, Microsoft Excel, Photography, Research, Economics, Valuation, Financial Analysis, R, Financial Accounting
Education
University of Pennsylvania 2011 — 2014
B.A., Economics
Boston University 2010 — 2011
B.A., Economics
Choate Rosemary Hall 2006 — 2010
Elaine Nordby Elaine Nordby's Morgan Stanley Experience 1979 - 1982
Job Executive Career Coach
Industry Professional Training & Coaching
Experience
Elaine Nordby Executive Career Coach 2000 - Present
Executive Directions 1995 - 2000
Accenture 1993 - 1995
Peace Corps of the United States 1992 - 1993
Swiss Bank Corporation 1989 - 1992
The Dun and Bradstreet Corporation 1986 - 1989
McKinsey & Company 1982 - 1986
Morgan Stanley 1979 - 1982
Harvard Graduate School of Business Administration 1977 - 1979
MIT 1974 - 1977
Skills
Cover Letters, Interviews, Benefits Negotiation, Retirement, Organizational..., Public Speaking, Executive Coaching, Talent Management, MBTI, Career Counseling, Career Management, Leadership Development, Career Development, Change Management, Strategic Planning, Coaching, Marketing, Start-ups, Management Consulting, Management, Recruiting, Workshop Facilitation, Management Development, Human Resources, Personal Development
Education
Columbia University in the City of New York 1967 — 1968
M.A.T., Languages and Teaching
Boston University 1963 — 1967
B.A., French
Elaine Nordby Executive Career Coach 2000 - Present
Executive Directions 1995 - 2000
Accenture 1993 - 1995
Peace Corps of the United States 1992 - 1993
Swiss Bank Corporation 1989 - 1992
The Dun and Bradstreet Corporation 1986 - 1989
McKinsey & Company 1982 - 1986
Morgan Stanley 1979 - 1982
Harvard Graduate School of Business Administration 1977 - 1979
MIT 1974 - 1977
Skills
Cover Letters, Interviews, Benefits Negotiation, Retirement, Organizational..., Public Speaking, Executive Coaching, Talent Management, MBTI, Career Counseling, Career Management, Leadership Development, Career Development, Change Management, Strategic Planning, Coaching, Marketing, Start-ups, Management Consulting, Management, Recruiting, Workshop Facilitation, Management Development, Human Resources, Personal Development
Education
Columbia University in the City of New York 1967 — 1968
M.A.T., Languages and Teaching
Boston University 1963 — 1967
B.A., French
Crystal Fernandes, CAMS Crystal Fernandes, CAMS's Morgan Stanley Experience April 2013 - Present
Job AML Manager, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Morgan Stanley April 2011 - April 2013
New York State Intelligence Center (NYSIC) 2009 - 2009
Skills
Analysis, Due Diligence, Financial Risk, Risk Management, AML, Investigation, Fraud, Internal Audit, KYC, Process Improvement, Risk Assessment, Spanish, Anti Money Laundering, Microsoft Excel, Microsoft Office, Policy, Leadership, PowerPoint, Research
Education
Boston University 2013 — 2014
Master's degree, Criminal Justice
State University of New York at Albany 2006 — 2009
Bachelor of Arts (B.A.)
Morgan Stanley April 2013 - Present
Morgan Stanley April 2011 - April 2013
New York State Intelligence Center (NYSIC) 2009 - 2009
Skills
Analysis, Due Diligence, Financial Risk, Risk Management, AML, Investigation, Fraud, Internal Audit, KYC, Process Improvement, Risk Assessment, Spanish, Anti Money Laundering, Microsoft Excel, Microsoft Office, Policy, Leadership, PowerPoint, Research
Education
Boston University 2013 — 2014
Master's degree, Criminal Justice
State University of New York at Albany 2006 — 2009
Bachelor of Arts (B.A.)
Ash Kabir Ash Kabir's Morgan Stanley Experience January 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
United Way of America March 2013 - May 2013
Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, Data Analysis, Time Management, Financial Analysis, Economics, Outlook, Derivatives, Wealth Management..., Finance, Credit, Social Networking, Spanish, Access
Education
Pace University 2010 — 2013
Bachelor of Science (B.S.), Business Economics
Boston University
Morgan Stanley January 2014 - Present
United Way of America March 2013 - May 2013
Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, Data Analysis, Time Management, Financial Analysis, Economics, Outlook, Derivatives, Wealth Management..., Finance, Credit, Social Networking, Spanish, Access
Education
Pace University 2010 — 2013
Bachelor of Science (B.S.), Business Economics
Boston University
Brian Edward McGuinness Brian Edward McGuinness's Morgan Stanley Experience July 2004 - July 2006
Job Financial Consultant at AXA
Industry Financial Services
Experience
AXA Advisors August 2006 - Present
Morgan Stanley July 2004 - July 2006
Skills
Financial Planning, Securities, Insurance, Risk Management, Small Business, Asset Management, Disability Insurance, Estate Planning, Succession Planning, Long Term Care, Health Insurance, 401k, Retirement Planning
Education
Boston University 2001 — 2004
Business & Sociology
Boston College High School
Valley Forge Military Academy & College
AXA Advisors August 2006 - Present
Morgan Stanley July 2004 - July 2006
Skills
Financial Planning, Securities, Insurance, Risk Management, Small Business, Asset Management, Disability Insurance, Estate Planning, Succession Planning, Long Term Care, Health Insurance, 401k, Retirement Planning
Education
Boston University 2001 — 2004
Business & Sociology
Boston College High School
Valley Forge Military Academy & College
Danielle Ferry Danielle Ferry's Morgan Stanley Experience September 2007 - July 2008
Job Senior Director at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics November 2011 - Present
C12 Capital Management June 2010 - October 2011
AIG September 2008 - June 2010
Morgan Stanley September 2007 - July 2008
Bear Stearns Asset Management November 2005 - August 2007
National Bureau of Economic Research June 2002 - November 2005
Columbia University June 2000 - May 2002
Skills
Macroeconomics, Economics, Econometrics, Stata, Fixed Income, Economic Research, Statistics, Bonds, Bloomberg, Capital Markets, Quantitative Finance, Hedge Funds, Analysis, Risk Management, Financial Markets, Investments, Analytics, Financial Risk
Education
City University of New York Graduate Center 2002 — 2006
PhD, Economics
Boston University 1996 — 2000
BA, Economics, Political Science
Moody's Analytics November 2011 - Present
C12 Capital Management June 2010 - October 2011
AIG September 2008 - June 2010
Morgan Stanley September 2007 - July 2008
Bear Stearns Asset Management November 2005 - August 2007
National Bureau of Economic Research June 2002 - November 2005
Columbia University June 2000 - May 2002
Skills
Macroeconomics, Economics, Econometrics, Stata, Fixed Income, Economic Research, Statistics, Bonds, Bloomberg, Capital Markets, Quantitative Finance, Hedge Funds, Analysis, Risk Management, Financial Markets, Investments, Analytics, Financial Risk
Education
City University of New York Graduate Center 2002 — 2006
PhD, Economics
Boston University 1996 — 2000
BA, Economics, Political Science
Lisa Ferro Smith's Morgan Stanley Experience September 2007 - April 2013
Job Vice President Human Resources, Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2007 - April 2013
PwC February 2005 - September 2007
Institute for International Research September 2003 - February 2005
MKTG Services May 2001 - April 2003
Skills
Employee Relations, Problem Solving, Talent Development, Succession Planning, Talent Assessment, Performance Management, Employee Counseling, Diversity, Organizational..., Onboarding, Talent Management, Coaching, Recruiting, Talent Acquisition
Education
Boston University 1995 — 1999
BA, Psychology
Morgan Stanley September 2007 - April 2013
PwC February 2005 - September 2007
Institute for International Research September 2003 - February 2005
MKTG Services May 2001 - April 2003
Skills
Employee Relations, Problem Solving, Talent Development, Succession Planning, Talent Assessment, Performance Management, Employee Counseling, Diversity, Organizational..., Onboarding, Talent Management, Coaching, Recruiting, Talent Acquisition
Education
Boston University 1995 — 1999
BA, Psychology
Eileen Stephan's Morgan Stanley Experience May 1999 - May 2004
Job Career Coaching and Education
Industry Professional Training & Coaching
Experience
HBX - Harvard Business School October 2014 - Present
Harvard Business School October 2014 - Present
Citi July 2008 - July 2014
CareerLeader August 2005 - July 2008
Harvard Business School August 2005 - July 2008
Morgan Stanley May 1999 - May 2004
Harvard Business School January 1995 - May 1999
Boston University 1989 - 1995
Skills
Recruiting, Talent Management, Onboarding, Career Counseling, Management, Succession Planning, Leadership Development, Talent Acquisition, Workforce Planning, Performance Management, Employee Engagement, Human Resources, Employee Relations, Executive Search, Applicant Tracking..., Personnel Management, Deferred Compensation, Organizational..., Event Management, Admissions, Educational Leadership, Educational Management, Budgets, Program Management
Education
Boston University 1982 — 1986
BA, History
HBX - Harvard Business School October 2014 - Present
Harvard Business School October 2014 - Present
Citi July 2008 - July 2014
CareerLeader August 2005 - July 2008
Harvard Business School August 2005 - July 2008
Morgan Stanley May 1999 - May 2004
Harvard Business School January 1995 - May 1999
Boston University 1989 - 1995
Skills
Recruiting, Talent Management, Onboarding, Career Counseling, Management, Succession Planning, Leadership Development, Talent Acquisition, Workforce Planning, Performance Management, Employee Engagement, Human Resources, Employee Relations, Executive Search, Applicant Tracking..., Personnel Management, Deferred Compensation, Organizational..., Event Management, Admissions, Educational Leadership, Educational Management, Budgets, Program Management
Education
Boston University 1982 — 1986
BA, History
Justin Saponara Justin Saponara's Morgan Stanley Experience June 2010 - Present
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
Morgan Stanley 2010 - Present
Merrill Lynch August 2008 - June 2010
Merrill Lynch February 2006 - August 2008
Merrill Lynch October 2003 - February 2006
Merrill Lynch July 2002 - October 2003
Skills
Sales&Marketing, Relationship Management, Managerial Skills, Liquidity Management, Pipeline Management, Leveraging Strategic..., Commercial Lending, Cash Management, Microsoft Office, Client-focused, Financial Analysis, Sales & Marketing, Series 7, Banking, Management, Mortgage Lending, Wealth Management
Education
Boston University 2006 — 2008
Master of Science (M.S.), Business Administration and Management, General
The College of New Jersey 1998 — 2002
Bachelor of Arts (BA), Political Science and Government
Morgan Stanley June 2010 - Present
Morgan Stanley 2010 - Present
Merrill Lynch August 2008 - June 2010
Merrill Lynch February 2006 - August 2008
Merrill Lynch October 2003 - February 2006
Merrill Lynch July 2002 - October 2003
Skills
Sales&Marketing, Relationship Management, Managerial Skills, Liquidity Management, Pipeline Management, Leveraging Strategic..., Commercial Lending, Cash Management, Microsoft Office, Client-focused, Financial Analysis, Sales & Marketing, Series 7, Banking, Management, Mortgage Lending, Wealth Management
Education
Boston University 2006 — 2008
Master of Science (M.S.), Business Administration and Management, General
The College of New Jersey 1998 — 2002
Bachelor of Arts (BA), Political Science and Government
Bobby Winters's Morgan Stanley Experience September 2004 - July 2005
Job Head of Sales Asia Fortress Prime
Industry Financial Services
Experience
Fortress Prime March 2015 - Present
Boston Technologies Inc June 2014 - March 2015
Boston Technologies Inc July 2012 - March 2015
Boston Prime July 2012 - March 2015
Forex Capital Markets April 2010 - June 2012
dbFX December 2008 - May 2010
Forex Capital Markets July 2006 - December 2008
Stevens English Training July 2005 - May 2006
Morgan Stanley September 2004 - July 2005
Skills
German, FX Options, Trading, Financial Markets, Trading Systems, Electronic Trading, Derivatives, Foreign Exchange, Capital Markets, Hedge Funds, Options, FX trading, MT4, API Trading and..., FX Liquidity, Expert Advisors, Technical Analysis, Commodity, Trading Strategies, Investments, MetaTrader, Financial Risk, Portfolio Management, Currency, Equities, Asset Allocation, Banking, Investment Management, Emerging Markets, Asset Management, Strategy, Bloomberg, Equity Derivatives, Investment Banking, Equity Trading, Alternative Investments, Fixed Income, Finance, Risk Management, Analysis, Market Data, Securities, Quantitative Analytics, Bonds, Prime Brokerage, Economics, Financial Services, Quantitative Finance, Interest Rate..., Swaps
Education
Boston University 2001 — 2005
Bachelor of Arts, Double Major: Economics, International Relations
Fortress Prime March 2015 - Present
Boston Technologies Inc June 2014 - March 2015
Boston Technologies Inc July 2012 - March 2015
Boston Prime July 2012 - March 2015
Forex Capital Markets April 2010 - June 2012
dbFX December 2008 - May 2010
Forex Capital Markets July 2006 - December 2008
Stevens English Training July 2005 - May 2006
Morgan Stanley September 2004 - July 2005
Skills
German, FX Options, Trading, Financial Markets, Trading Systems, Electronic Trading, Derivatives, Foreign Exchange, Capital Markets, Hedge Funds, Options, FX trading, MT4, API Trading and..., FX Liquidity, Expert Advisors, Technical Analysis, Commodity, Trading Strategies, Investments, MetaTrader, Financial Risk, Portfolio Management, Currency, Equities, Asset Allocation, Banking, Investment Management, Emerging Markets, Asset Management, Strategy, Bloomberg, Equity Derivatives, Investment Banking, Equity Trading, Alternative Investments, Fixed Income, Finance, Risk Management, Analysis, Market Data, Securities, Quantitative Analytics, Bonds, Prime Brokerage, Economics, Financial Services, Quantitative Finance, Interest Rate..., Swaps
Education
Boston University 2001 — 2005
Bachelor of Arts, Double Major: Economics, International Relations
Grant Heinitz Grant Heinitz's Morgan Stanley Experience January 2006 - October 2006
Job Vice President at Marsh & McLennan Companies, Inc.
Industry Capital Markets
Experience
Marsh & McLennan Companies, Inc. May 2012 - Present
PTS / Arctic Express July 2011 - March 2012
J.P. Morgan August 2010 - February 2011
Wells Fargo Advisors October 2006 - August 2010
MORGAN STANLEY January 2006 - October 2006
Sagemark Consulting May 2001 - August 2005
United States Marine Corps June 1997 - June 2001
Skills
Access, Financial Analysis, Financial Planning, Financial Reporting, Business Analysis, Analytics, Business Intelligence, Business Strategy, Business Planning, Business Management, Excel, Process Improvement, Operational Efficiency, Efficiency Improvement, Program Management, Account Management, Management Consulting, Portfolio Strategy, Portfolio Management, Investment Strategies, Investments, Weather Derivatives, Insurance Linked..., Strategic Financial..., Microsoft Excel, Entrepreneurship, Start-ups, Asset Management, Business Development
Education
Saint Mary's College of California 2010 — 2011
MBA, Finance, 3.6
California State University-East Bay 2008 — 2010
BS, Corporate Management
Boston University 2008 — 2009
CFP, Certificate in Financial Planning
University of California, San Diego 2001 — 2005
BA, Political Science with an emphasis in American Politics
Marsh & McLennan Companies, Inc. May 2012 - Present
PTS / Arctic Express July 2011 - March 2012
J.P. Morgan August 2010 - February 2011
Wells Fargo Advisors October 2006 - August 2010
MORGAN STANLEY January 2006 - October 2006
Sagemark Consulting May 2001 - August 2005
United States Marine Corps June 1997 - June 2001
Skills
Access, Financial Analysis, Financial Planning, Financial Reporting, Business Analysis, Analytics, Business Intelligence, Business Strategy, Business Planning, Business Management, Excel, Process Improvement, Operational Efficiency, Efficiency Improvement, Program Management, Account Management, Management Consulting, Portfolio Strategy, Portfolio Management, Investment Strategies, Investments, Weather Derivatives, Insurance Linked..., Strategic Financial..., Microsoft Excel, Entrepreneurship, Start-ups, Asset Management, Business Development
Education
Saint Mary's College of California 2010 — 2011
MBA, Finance, 3.6
California State University-East Bay 2008 — 2010
BS, Corporate Management
Boston University 2008 — 2009
CFP, Certificate in Financial Planning
University of California, San Diego 2001 — 2005
BA, Political Science with an emphasis in American Politics
Beth Keyser Beth Keyser's Morgan Stanley Experience November 2010 - July 2011
Job Learning & Development Consultant
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Morgan Stanley November 2010 - July 2011
Fidelity Investments November 2004 - November 2010
Education
Boston University 2002 — 2004
M.Ed., Human Resource Education
University of Virginia 1999 — 2000
M.S., Accounting - Tax
University of Virginia 1995 — 1999
B.S., Commerce - Accounting and Management Information Systems
Fidelity Investments July 2011 - Present
Morgan Stanley November 2010 - July 2011
Fidelity Investments November 2004 - November 2010
Education
Boston University 2002 — 2004
M.Ed., Human Resource Education
University of Virginia 1999 — 2000
M.S., Accounting - Tax
University of Virginia 1995 — 1999
B.S., Commerce - Accounting and Management Information Systems
Chad Adams CFP, ChFC Chad Adams CFP, ChFC's Morgan Stanley Experience April 2005 - August 2005
Job Account Vice President
Industry Financial Services
Experience
UBS August 2005 - Present
UBS August 2005 - January 2008
Morgan Stanley April 2005 - August 2005
Education
Boston University 2013 — 2015
Master of Science (M.S.), Banking and Financial Services Management
University of Massachusetts, Amherst 2011 — 2013
Bachelor of Arts (B.A.), UWW - Financial Services and Investments
UBS August 2005 - Present
UBS August 2005 - January 2008
Morgan Stanley April 2005 - August 2005
Education
Boston University 2013 — 2015
Master of Science (M.S.), Banking and Financial Services Management
University of Massachusetts, Amherst 2011 — 2013
Bachelor of Arts (B.A.), UWW - Financial Services and Investments
Eric Cornelius's Morgan Stanley Experience August 2011 - June 2013
Job Staff Research Engineer
Industry Computer Software
Experience
FireEye July 2013 - Present
Morgan Stanley August 2011 - June 2013
Bloomberg L.P. July 2009 - August 2011
Boston University June 2008 - December 2008
Boston University June 2006 - August 2007
Skills
C++, Boost, Multithreading, Network Programming, JavaScript, Python, Node.js, OpenGL, SQL, HTML 5, Java, C#, Distributed Systems
Education
Boston University 2005 — 2009
B.A., Computer Science
Boston University 2005 — 2009
Bachelor's degree, Computer Science
FireEye July 2013 - Present
Morgan Stanley August 2011 - June 2013
Bloomberg L.P. July 2009 - August 2011
Boston University June 2008 - December 2008
Boston University June 2006 - August 2007
Skills
C++, Boost, Multithreading, Network Programming, JavaScript, Python, Node.js, OpenGL, SQL, HTML 5, Java, C#, Distributed Systems
Education
Boston University 2005 — 2009
B.A., Computer Science
Boston University 2005 — 2009
Bachelor's degree, Computer Science
Nicolas Knapik, MBA's Morgan Stanley Experience 1997 - 2000
Job Principal at RJ Capital Investment Advisors
Industry Investment Management
Experience
RJ Capital Investment Advisors August 2012 - Present
TMFS Wealth Management August 2006 - August 2012
Charles Schwab 2003 - 2005
A.G. Edwards & Sons, Inc. 2000 - 2002
Bank of America 1998 - 2000
Morgan Stanley 1997 - 2000
Skills
Asset Managment, Investments, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Private Equity, Due Diligence, Strategic Financial..., Capital Markets, Valuation, Finance, Investment Banking, Asset Management, Strategy, Business Planning, Mergers & Acquisitions, Entrepreneurship, Business Development, Management Consulting, Start-ups, Investment Advisory, Venture Capital, Executive Management, Management, Financial Services, Leadership, Risk Management, Wealth, Strategic Planning, CRM, Business Strategy, Project Management, Retirement Planning, New Business Development, Consulting, Training, Recruiting, Wealth Management, Account Management, Banking, Corporate Finance, Mutual Funds, Program Management, Team Leadership, Vendor Management, Team Building, Marketing, Process Improvement, Insurance
Education
Boston University 2005 — 2007
CFP, Finance
Western New England University 2004 — 2007
Master of Business Administration (MBA), Finance
RJ Capital Investment Advisors August 2012 - Present
TMFS Wealth Management August 2006 - August 2012
Charles Schwab 2003 - 2005
A.G. Edwards & Sons, Inc. 2000 - 2002
Bank of America 1998 - 2000
Morgan Stanley 1997 - 2000
Skills
Asset Managment, Investments, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Private Equity, Due Diligence, Strategic Financial..., Capital Markets, Valuation, Finance, Investment Banking, Asset Management, Strategy, Business Planning, Mergers & Acquisitions, Entrepreneurship, Business Development, Management Consulting, Start-ups, Investment Advisory, Venture Capital, Executive Management, Management, Financial Services, Leadership, Risk Management, Wealth, Strategic Planning, CRM, Business Strategy, Project Management, Retirement Planning, New Business Development, Consulting, Training, Recruiting, Wealth Management, Account Management, Banking, Corporate Finance, Mutual Funds, Program Management, Team Leadership, Vendor Management, Team Building, Marketing, Process Improvement, Insurance
Education
Boston University 2005 — 2007
CFP, Finance
Western New England University 2004 — 2007
Master of Business Administration (MBA), Finance
Brian D. Collins Brian D. Collins's Morgan Stanley Experience February 2006 - February 2007
Job Trading Systems Developer at Investment Company
Industry Financial Services
Experience
Investment Company December 2014 - Present
BC Properties 2005 - Present
Alvarez & Marsal January 2012 - December 2014
Plural Investments, LLC December 2009 - March 2011
SRSsoft December 2008 - November 2009
Advent Software April 2007 - June 2008
Morgan Stanley February 2006 - February 2007
SunGard Financial Systems April 2004 - February 2006
Investors Bank & Trust April 1998 - April 2004
Skills
Microsoft SQL Server, ASP.NET, T-SQL, C#, Business Analysis, Leadership, Project Management, Agile Methodologies, Scrum, Software Project..., SQL, Web Services, Financial Systems, ASP.NET AJAX, SSRS, ADO.NET, Software Development, Object Oriented Design, LINQ, JavaScript, AJAX, CSS, Entity Framework, WinForms, Microsoft Azure
Education
University of Massachusetts, Amherst
BBA, Accounting
New York University
Boston University 2000 — 2001
Investment Company December 2014 - Present
BC Properties 2005 - Present
Alvarez & Marsal January 2012 - December 2014
Plural Investments, LLC December 2009 - March 2011
SRSsoft December 2008 - November 2009
Advent Software April 2007 - June 2008
Morgan Stanley February 2006 - February 2007
SunGard Financial Systems April 2004 - February 2006
Investors Bank & Trust April 1998 - April 2004
Skills
Microsoft SQL Server, ASP.NET, T-SQL, C#, Business Analysis, Leadership, Project Management, Agile Methodologies, Scrum, Software Project..., SQL, Web Services, Financial Systems, ASP.NET AJAX, SSRS, ADO.NET, Software Development, Object Oriented Design, LINQ, JavaScript, AJAX, CSS, Entity Framework, WinForms, Microsoft Azure
Education
University of Massachusetts, Amherst
BBA, Accounting
New York University
Boston University 2000 — 2001
Elissa Victoria Blank's Morgan Stanley Experience June 2014 - August 2014
Job Trading Associate at Daruma Capital Management, LLC
Industry Financial Services
Experience
Daruma Capital Management, LLC September 2014 - September 2015
Morgan Stanley June 2014 - August 2014
Boston University School of Management September 2010 - May 2014
Chabad House of Greater Boston February 2014 - March 2014
Capital Hedge Investor Network June 2013 - August 2013
JPMorgan Investment Bank July 2012 - August 2012
Abercrombie & Fitch June 2010 - August 2010
Skills
Quickbooks Pro 2011, Lacerte 2010, PowerPoint, Word, Excel, Spanish, Facebook, Microsoft Excel, QuickBooks, Accounting, Finance
Education
Boston University 2010 — 2014
BSBA
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Concentrating in Finance, Accounting and International Management
Fudan University 2011 — 2011
Chinese
Long Island University, C.W. Post Campus 2010 — 2010
Syosset Senior High School 2006 — 2010
Boston University
Daruma Capital Management, LLC September 2014 - September 2015
Morgan Stanley June 2014 - August 2014
Boston University School of Management September 2010 - May 2014
Chabad House of Greater Boston February 2014 - March 2014
Capital Hedge Investor Network June 2013 - August 2013
JPMorgan Investment Bank July 2012 - August 2012
Abercrombie & Fitch June 2010 - August 2010
Skills
Quickbooks Pro 2011, Lacerte 2010, PowerPoint, Word, Excel, Spanish, Facebook, Microsoft Excel, QuickBooks, Accounting, Finance
Education
Boston University 2010 — 2014
BSBA
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Concentrating in Finance, Accounting and International Management
Fudan University 2011 — 2011
Chinese
Long Island University, C.W. Post Campus 2010 — 2010
Syosset Senior High School 2006 — 2010
Boston University
Allison Joy Baker Donahue's Morgan Stanley Experience March 2006 - January 2008
Job Children's Music and Movement Teacher at Wiggles and Giggles / Real Estate Sales Agent
Industry Financial Services
Experience
Northrup Associates Realtors June 2013 - Present
DDES, LLC March 2014 - September 2014
Brookwood Securities Partners LLC April 2012 - March 2014
Baker & Company, PC August 2010 - May 2012
FSP Investments, LLC June 2009 - August 2010
U.S. Trust Bank of America January 2008 - June 2009
Morgan Stanley March 2006 - January 2008
A.G. Edwards & Sons, Inc. January 2004 - March 2006
The Jewish Theological Seminary December 2002 - January 2004
Harvard Pilgrim Health Care September 1999 - January 2002
Education
Boston University 1995 — 1999
B.S. Business Administration, General Management
Boston University Questrom School of Business 1995 — 1999
Northrup Associates Realtors June 2013 - Present
DDES, LLC March 2014 - September 2014
Brookwood Securities Partners LLC April 2012 - March 2014
Baker & Company, PC August 2010 - May 2012
FSP Investments, LLC June 2009 - August 2010
U.S. Trust Bank of America January 2008 - June 2009
Morgan Stanley March 2006 - January 2008
A.G. Edwards & Sons, Inc. January 2004 - March 2006
The Jewish Theological Seminary December 2002 - January 2004
Harvard Pilgrim Health Care September 1999 - January 2002
Education
Boston University 1995 — 1999
B.S. Business Administration, General Management
Boston University Questrom School of Business 1995 — 1999
Chirag Mirani Chirag Mirani's Morgan Stanley Experience January 2015 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Barclays April 2007 - December 2014
Accenture March 2004 - June 2006
Raytheon May 2003 - March 2004
Skills
Fixed Income, Derivatives, Capital Markets, Investment Banking, Financial Modeling, Quantitative Finance, Bloomberg, Microsoft Excel, Java, Team Leadership, Market Risk, Trading, Financial Analysis, C++, Options, Financial Markets, Quantitative Analytics, Series 63, C#, VBA, Python
Education
Carnegie Mellon University 2006 — 2007
Master of Science (M.S.), Computational Finance
Boston University 1999 — 2003
Bachelor of Science, Computer Engineering
Morgan Stanley January 2015 - Present
Barclays April 2007 - December 2014
Accenture March 2004 - June 2006
Raytheon May 2003 - March 2004
Skills
Fixed Income, Derivatives, Capital Markets, Investment Banking, Financial Modeling, Quantitative Finance, Bloomberg, Microsoft Excel, Java, Team Leadership, Market Risk, Trading, Financial Analysis, C++, Options, Financial Markets, Quantitative Analytics, Series 63, C#, VBA, Python
Education
Carnegie Mellon University 2006 — 2007
Master of Science (M.S.), Computational Finance
Boston University 1999 — 2003
Bachelor of Science, Computer Engineering
Christopher Castellano Christopher Castellano's Morgan Stanley Experience July 2014 - Present
Job Finance BCP Coordinator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Cablevision Systems Corporation November 2010 - June 2014
New York Army National Guard June 2010 - June 2012
US Army February 2007 - June 2010
Skills
Corporate Security, Emergency Management, Business Continuity..., Business Impact Analysis, Risk Management, Operational Planning, Contingency Planning, Business Continuity, Intelligence, Risk Assessment, Crisis Management, Disaster Recovery, Information Assurance, Operational Risk..., Risk Analysis
Education
Boston University 2013 — 2014
Master of Science, Business Continuity, Security, and Risk Management
Briarcliffe College 2010 — 2013
Bachelor of Science, Criminal Justice
Disaster Recovery Institute International
Associate Business Continuity Professional
Morgan Stanley July 2014 - Present
Cablevision Systems Corporation November 2010 - June 2014
New York Army National Guard June 2010 - June 2012
US Army February 2007 - June 2010
Skills
Corporate Security, Emergency Management, Business Continuity..., Business Impact Analysis, Risk Management, Operational Planning, Contingency Planning, Business Continuity, Intelligence, Risk Assessment, Crisis Management, Disaster Recovery, Information Assurance, Operational Risk..., Risk Analysis
Education
Boston University 2013 — 2014
Master of Science, Business Continuity, Security, and Risk Management
Briarcliffe College 2010 — 2013
Bachelor of Science, Criminal Justice
Disaster Recovery Institute International
Associate Business Continuity Professional
Elaine Shin's Morgan Stanley Experience June 2013 - August 2013
Job Summer Human Resources Analyst at Morgan Stanley
Industry Public Relations and Communications
Experience
'Seoul Searching' the Movie September 2014 - December 2014
Morgan Stanley June 2013 - August 2013
Arirang Korea TV June 2012 - August 2012
Somerset Palace Seoul June 2011 - August 2011
ANKids Preschool September 2010 - November 2010
DMC Ville June 2010 - August 2010
Skills
Organized Multi-tasker, Social Media..., Adaptable & a quick..., Public Relations, Fashion, Korean, English, Microsoft Word,..., Facebook, Twitter,..., Storytelling, Microsoft Office, PowerPoint, Social Media, Microsoft Word
Education
Boston University 2010 — 2015
Bachelor of Arts (B.A.), Sociology, Communications
연세대학교 / Yonsei University 2011 — 2011
Seoul Foreign School 2006 — 2010
'Seoul Searching' the Movie September 2014 - December 2014
Morgan Stanley June 2013 - August 2013
Arirang Korea TV June 2012 - August 2012
Somerset Palace Seoul June 2011 - August 2011
ANKids Preschool September 2010 - November 2010
DMC Ville June 2010 - August 2010
Skills
Organized Multi-tasker, Social Media..., Adaptable & a quick..., Public Relations, Fashion, Korean, English, Microsoft Word,..., Facebook, Twitter,..., Storytelling, Microsoft Office, PowerPoint, Social Media, Microsoft Word
Education
Boston University 2010 — 2015
Bachelor of Arts (B.A.), Sociology, Communications
연세대학교 / Yonsei University 2011 — 2011
Seoul Foreign School 2006 — 2010
Ashlie Kim Ashlie Kim's Morgan Stanley Experience 1998 - 1999
Job Senior Director, Client Experience Solutions at ReachLocal
Industry Marketing and Advertising
Experience
ReachLocal October 2014 - Present
ReachLocal April 2013 - October 2014
ReachLocal August 2010 - 2013
ReachLocal September 2007 - August 2010
YellowBook USA 2006 - 2007
YellowBook USA 2004 - 2006
Step9 Software 2001 - 2001
The Global TeleExchange (The GTX) 1999 - 2001
Morgan Stanley 1998 - 1999
Olde Discount Stockbrokers 1995 - 1998
Skills
Team Leadership, Public Speaking, Operations Management, Strategic Planning, Service Oriented..., Tactical Operations, Analytic Problem Solving, User Stories, User Scenarios, Business Requirements, Functional Requirements, Staff Management, Visio, Tactical Planning, Sales Management, Process Improvement, Written & Oral..., Process Optimization, Google Adwords, Display Advertising, Online Reputation..., Online Marketing, Management, Lead Generation, Integrated Marketing, Salesforce.com, Digital Marketing, Advertising, Mobile Marketing, Conversion Optimization, Web Analytics, Web Marketing, Online Lead Generation, Digital Media, Internet Strategy, Google Analytics, SEO, Keyword Research, Organic Search, Social Media Marketing, Yahoo Search Marketing, Analytics, Facebook, Mobile Advertising, Email Marketing
Education
SUNY Geneseo 1991 — 1994
BA, Economics
Boston University 1991 — 1991
General Studies
ReachLocal October 2014 - Present
ReachLocal April 2013 - October 2014
ReachLocal August 2010 - 2013
ReachLocal September 2007 - August 2010
YellowBook USA 2006 - 2007
YellowBook USA 2004 - 2006
Step9 Software 2001 - 2001
The Global TeleExchange (The GTX) 1999 - 2001
Morgan Stanley 1998 - 1999
Olde Discount Stockbrokers 1995 - 1998
Skills
Team Leadership, Public Speaking, Operations Management, Strategic Planning, Service Oriented..., Tactical Operations, Analytic Problem Solving, User Stories, User Scenarios, Business Requirements, Functional Requirements, Staff Management, Visio, Tactical Planning, Sales Management, Process Improvement, Written & Oral..., Process Optimization, Google Adwords, Display Advertising, Online Reputation..., Online Marketing, Management, Lead Generation, Integrated Marketing, Salesforce.com, Digital Marketing, Advertising, Mobile Marketing, Conversion Optimization, Web Analytics, Web Marketing, Online Lead Generation, Digital Media, Internet Strategy, Google Analytics, SEO, Keyword Research, Organic Search, Social Media Marketing, Yahoo Search Marketing, Analytics, Facebook, Mobile Advertising, Email Marketing
Education
SUNY Geneseo 1991 — 1994
BA, Economics
Boston University 1991 — 1991
General Studies
Jeremy Wine's Morgan Stanley Experience July 2000 - February 2001
Job Program/Product/Project Manager
Industry Information Technology and Services
Experience
Titan Technology Group December 2007 - Present
Quolo, Inc. July 2006 - September 2007
CheckSpring October 2002 - July 2006
Prudential Securities February 2001 - June 2001
Morgan Stanley July 2000 - February 2001
Centaur Technology April 1998 - September 1998
Nickelodeon March 1997 - August 1997
Digital Arts June 1996 - February 1997
AT&T Wireless May 1995 - September 1995
AT&T Wireless May 1994 - September 1994
Skills
Management, Requirements Gathering, PMP, Agile Project Management, Strategy Alignment, Program Management, Business Analysis, Project Management, Project Portfolio..., CRM, PMO, Risk Management, E-commerce, IT Management, Integration, Software Development, Outsourcing, SDLC, SharePoint, Requirements Analysis, Vendor Management, Software Project..., IT Strategy, Agile Methodologies, Databases, MS Project, Visio, Business Process...
Education
Boston University 2008 — 2011
MSPM, Project Management
New School University 1997 — 2000
MFA, Playwriting
Duke University 1992 — 1996
BA, Self-designed major
Titan Technology Group December 2007 - Present
Quolo, Inc. July 2006 - September 2007
CheckSpring October 2002 - July 2006
Prudential Securities February 2001 - June 2001
Morgan Stanley July 2000 - February 2001
Centaur Technology April 1998 - September 1998
Nickelodeon March 1997 - August 1997
Digital Arts June 1996 - February 1997
AT&T Wireless May 1995 - September 1995
AT&T Wireless May 1994 - September 1994
Skills
Management, Requirements Gathering, PMP, Agile Project Management, Strategy Alignment, Program Management, Business Analysis, Project Management, Project Portfolio..., CRM, PMO, Risk Management, E-commerce, IT Management, Integration, Software Development, Outsourcing, SDLC, SharePoint, Requirements Analysis, Vendor Management, Software Project..., IT Strategy, Agile Methodologies, Databases, MS Project, Visio, Business Process...
Education
Boston University 2008 — 2011
MSPM, Project Management
New School University 1997 — 2000
MFA, Playwriting
Duke University 1992 — 1996
BA, Self-designed major
Barbara Nairn Barbara Nairn's Morgan Stanley Experience January 2000 - December 2009
Job Department Supervisor at The Home Depot
Industry Real Estate
Experience
The Home Depot August 2013 - Present
The Home Depot March 2012 - August 2013
Sekley/Rowland Consulting November 2010 - March 2012
Morgan Stanley January 2000 - December 2009
Reckley Associates January 1991 - January 2000
Moake Park Associates, Inc January 1988 - January 1990
Skills
Vendor Management, Real Estate, Contract Negotiation, Negotiation, Construction Management, Facilities Management, Budgets, CRM, Construction, Contract Management, Customer Service, Interior Design, Leadership, Management, Process Improvement, Project Management, Project Planning, Property Management, Real Estate Development, Retail, Sales, Strategic Planning, Strategy, Team Building, Team Leadership, Team Management
Education
Boston University 2010 — 2012
Certificate in Project Management, Project Management
University of Cincinnati 1980 — 1984
Bachelor of Science in Design, Design
The Home Depot August 2013 - Present
The Home Depot March 2012 - August 2013
Sekley/Rowland Consulting November 2010 - March 2012
Morgan Stanley January 2000 - December 2009
Reckley Associates January 1991 - January 2000
Moake Park Associates, Inc January 1988 - January 1990
Skills
Vendor Management, Real Estate, Contract Negotiation, Negotiation, Construction Management, Facilities Management, Budgets, CRM, Construction, Contract Management, Customer Service, Interior Design, Leadership, Management, Process Improvement, Project Management, Project Planning, Property Management, Real Estate Development, Retail, Sales, Strategic Planning, Strategy, Team Building, Team Leadership, Team Management
Education
Boston University 2010 — 2012
Certificate in Project Management, Project Management
University of Cincinnati 1980 — 1984
Bachelor of Science in Design, Design
David Uva's Morgan Stanley Experience January 1997 - November 2012
Job Senior Vice President Wealth Management, Financial Advisor at UBS
Industry Financial Services
Experience
UBS November 2012 - Present
Morgan Stanley January 1997 - November 2012
Skills
Wealth Management, Asset Management, Financial Planning, Equity Compensation, Estate Planning, Investment Management..., Finance
Education
Boston University 1987 — 1992
B.S. Business
Proctor
Proctor
UBS November 2012 - Present
Morgan Stanley January 1997 - November 2012
Skills
Wealth Management, Asset Management, Financial Planning, Equity Compensation, Estate Planning, Investment Management..., Finance
Education
Boston University 1987 — 1992
B.S. Business
Proctor
Proctor
Aretha Richardson's Morgan Stanley Experience June 2004 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2004 - Present
Merrill Lynch June 1993 - August 2003
Skills
Incident Management, ITIL, IT Management, IT Asset Management, IT Service Management
Education
Boston University 1988 — 1993
Morgan Stanley June 2004 - Present
Merrill Lynch June 1993 - August 2003
Skills
Incident Management, ITIL, IT Management, IT Asset Management, IT Service Management
Education
Boston University 1988 — 1993
Robert Seulowitz's Morgan Stanley Experience September 2004 - January 2009
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital October 2009 - Present
4G Data Systems, Inc. March 2009 - August 2009
Morgan Stanley September 2004 - January 2009
UBS AG August 1996 - September 2004
ABN AMRO August 1996 - January 2004
NewsAmerica Marketing May 1993 - August 1996
Harris Publishing 1990 - 1993
Skills
Market Data, Hedge Funds, Reference Data, Vendor Management, Investment Banking, prime, Market Risk, Credit Risk, Financial Regulation, Project Management, MS Project, SharePoint, Business Continuity, HP Service Center, Capacity Planning, IT Service Management, Service Level Management, BCM, Management, Strategy, Bloomberg, Security, Leadership, Data Center
Education
Union Theological Seminary 1983 — 1986
Master of Divinity (MDiv)
Boston University 1979 — 1983
Bachelor's degree
Barclays Capital October 2009 - Present
4G Data Systems, Inc. March 2009 - August 2009
Morgan Stanley September 2004 - January 2009
UBS AG August 1996 - September 2004
ABN AMRO August 1996 - January 2004
NewsAmerica Marketing May 1993 - August 1996
Harris Publishing 1990 - 1993
Skills
Market Data, Hedge Funds, Reference Data, Vendor Management, Investment Banking, prime, Market Risk, Credit Risk, Financial Regulation, Project Management, MS Project, SharePoint, Business Continuity, HP Service Center, Capacity Planning, IT Service Management, Service Level Management, BCM, Management, Strategy, Bloomberg, Security, Leadership, Data Center
Education
Union Theological Seminary 1983 — 1986
Master of Divinity (MDiv)
Boston University 1979 — 1983
Bachelor's degree
Bhaskar Banerjee's Morgan Stanley Experience 2003 - 2006
Job Head of Enterprise Architecture & Data services at iRobot
Industry Financial Services
Experience
iRobot 2011 - Present
NTT Data Corporation 2009 - 2011
Fidelity Investments 2007 - 2009
UBS 2006 - 2007
Morgan Stanley 2003 - 2006
Fidelity Investments 1993 - 2002
Skills
Enterprise Architecture, IT Strategy, SDLC, Software Development, Application Architecture, Integration, SOA, Middleware, Agile Methodologies, Tomcat, Spring, C#, Offshoring, Big Data, Enterprise Software, Business Intelligence, Cloud Computing, Strategy, Vendor Management, Program Management
Education
Boston University
MS
Brandeis University
BA
iRobot 2011 - Present
NTT Data Corporation 2009 - 2011
Fidelity Investments 2007 - 2009
UBS 2006 - 2007
Morgan Stanley 2003 - 2006
Fidelity Investments 1993 - 2002
Skills
Enterprise Architecture, IT Strategy, SDLC, Software Development, Application Architecture, Integration, SOA, Middleware, Agile Methodologies, Tomcat, Spring, C#, Offshoring, Big Data, Enterprise Software, Business Intelligence, Cloud Computing, Strategy, Vendor Management, Program Management
Education
Boston University
MS
Brandeis University
BA
Ryan Kroeger's Morgan Stanley Experience March 2014 - July 2014
Job Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. October 2014 - Present
Morgan Stanley March 2014 - July 2014
JPMorgan Chase May 2012 - February 2014
JPMorgan Chase May 2011 - May 2012
JPMorgan Chase April 2009 - December 2010
Ashland Distribution May 2008 - December 2008
Skills
Process Improvement, Problem Solving, Program Management, Mortgage Lending, Access, Negotiation, Leadership, Sales, Loans, Financial Analysis, Management, Portfolio Management, Financial Services, FHA, Mortgage Banking, Banking, Credit, Risk Management, Customer Satisfaction, Finance, Consumer Lending, Loan Origination
Education
Boston University 2014 — 2016
Master of Science (M.S.), Business Continuity, Security, and Risk Management
Devry 2009 — 2013
Bachelor of Science (BS), Business Administration
JPMorgan Chase & Co. October 2014 - Present
Morgan Stanley March 2014 - July 2014
JPMorgan Chase May 2012 - February 2014
JPMorgan Chase May 2011 - May 2012
JPMorgan Chase April 2009 - December 2010
Ashland Distribution May 2008 - December 2008
Skills
Process Improvement, Problem Solving, Program Management, Mortgage Lending, Access, Negotiation, Leadership, Sales, Loans, Financial Analysis, Management, Portfolio Management, Financial Services, FHA, Mortgage Banking, Banking, Credit, Risk Management, Customer Satisfaction, Finance, Consumer Lending, Loan Origination
Education
Boston University 2014 — 2016
Master of Science (M.S.), Business Continuity, Security, and Risk Management
Devry 2009 — 2013
Bachelor of Science (BS), Business Administration
Tracey Gordon's Morgan Stanley Experience April 1994 - March 1996
Job Communications positioning
Industry Public Relations and Communications
Experience
FOLIOfn June 2014 - February 2015
Edelman January 2011 - March 2013
ING (Voya) Investment Management November 2004 - June 2009
Charles Schwab April 1996 - October 1999
Morgan Stanley April 1994 - March 1996
Fidelity Investments October 1987 - April 1994
Skills
Corporate Communications, Media Relations, Thought Leadership, Crisis Communications, Internal Communications, Strategic Communications, Financial Services, Strategy, Blogging, New Media, Crisis Management, Marketing, Messaging, Speech Writing, Public Relations, Journalism, Reputation Management, Spokesperson, Digital Marketing, Message Development, Communication Training, Positioning, Leadership, Communications Planning, Press Releases, Public Affairs, Investor Relations, Content Development, Analyst Relations
Education
Boston University 1983 — 1985
M.S.
The University of Manchester 1979 — 1983
B.S.
FOLIOfn June 2014 - February 2015
Edelman January 2011 - March 2013
ING (Voya) Investment Management November 2004 - June 2009
Charles Schwab April 1996 - October 1999
Morgan Stanley April 1994 - March 1996
Fidelity Investments October 1987 - April 1994
Skills
Corporate Communications, Media Relations, Thought Leadership, Crisis Communications, Internal Communications, Strategic Communications, Financial Services, Strategy, Blogging, New Media, Crisis Management, Marketing, Messaging, Speech Writing, Public Relations, Journalism, Reputation Management, Spokesperson, Digital Marketing, Message Development, Communication Training, Positioning, Leadership, Communications Planning, Press Releases, Public Affairs, Investor Relations, Content Development, Analyst Relations
Education
Boston University 1983 — 1985
M.S.
The University of Manchester 1979 — 1983
B.S.
Diane Scarponi's Morgan Stanley Experience June 2015 - Present
Job VP, Research Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley June 2015 - Present
Gartner June 2008 - June 2015
Gartner November 2004 - June 2008
The Associated Press June 1995 - November 2004
Foster's Daily Democrat May 1993 - June 1995
Skills
Content Development, Web Content, Publications, Content Management, Strategic Communications, Copywriting, Editorial, Journalism, Newsletters, Blogging, Social Media, Program Management, Thought Leadership, Corporate Communications, Media Relations, Marketing Communications, Business Development
Education
Boston University 1988 — 1993
BA, Journalism
Portsmouth HS
Morgan Stanley June 2015 - Present
Gartner June 2008 - June 2015
Gartner November 2004 - June 2008
The Associated Press June 1995 - November 2004
Foster's Daily Democrat May 1993 - June 1995
Skills
Content Development, Web Content, Publications, Content Management, Strategic Communications, Copywriting, Editorial, Journalism, Newsletters, Blogging, Social Media, Program Management, Thought Leadership, Corporate Communications, Media Relations, Marketing Communications, Business Development
Education
Boston University 1988 — 1993
BA, Journalism
Portsmouth HS
Ramon Carpenter's Morgan Stanley Experience July 2011 - Present
Job Senior Software Contractor at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2011 - Present
Fidelity Investments (Institutional Technologies) May 2005 - April 2011
Fidelity Investments (Capital Markets) January 2001 - January 2005
Skills
C#, WPF, Silverlight, Java, Sybase, Oracle, JavaScript, CSS, HTML5, Website Development, Market Risk, Risk Management, Credit Risk, Trading Systems
Education
Boston University
BS, Electrical Engineer
Morgan Stanley July 2011 - Present
Fidelity Investments (Institutional Technologies) May 2005 - April 2011
Fidelity Investments (Capital Markets) January 2001 - January 2005
Skills
C#, WPF, Silverlight, Java, Sybase, Oracle, JavaScript, CSS, HTML5, Website Development, Market Risk, Risk Management, Credit Risk, Trading Systems
Education
Boston University
BS, Electrical Engineer
Jennifer Vaughan Maanavi's Morgan Stanley Experience August 2000 - February 2005
Job Founder, CEO of Physique 57
Industry Health, Wellness and Fitness
Experience
Physique 57 November 2005 - Present
Morgan Stanley August 2000 - February 2005
Prudential Investments May 1997 - August 2000
Deutsche Bank May 1996 - May 1997
Skills
Leadership, Entrepreneurship, Fitness, Strategy, Marketing, Team Building, Social Media Marketing, Retail, Public Relations, Social Networking, Marketing Strategy, Social Media, Public Speaking, Event Management, Sales, Brand Development, Business Strategy, Management, Strategic Planning, New Business Development
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA)
Boston University 1989 — 1993
BA, English
Scarsdale High School
Physique 57 November 2005 - Present
Morgan Stanley August 2000 - February 2005
Prudential Investments May 1997 - August 2000
Deutsche Bank May 1996 - May 1997
Skills
Leadership, Entrepreneurship, Fitness, Strategy, Marketing, Team Building, Social Media Marketing, Retail, Public Relations, Social Networking, Marketing Strategy, Social Media, Public Speaking, Event Management, Sales, Brand Development, Business Strategy, Management, Strategic Planning, New Business Development
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA)
Boston University 1989 — 1993
BA, English
Scarsdale High School
Rosemary Sagar, CFA's Morgan Stanley Experience 1984 - 1986
Job CIO, Kingdon Foundation
Industry Investment Management
Experience
Kingdon Capital Management LLC February 2005 - Present
The Sagar School July 2011 - Present
Remfry & Sagar Consultants Pvt. Ltd. July 2011 - Present
U.S. Trust 1996 - 2004
GE Investments 1990 - 1996
Barings 1987 - 1990
Drexel Burnham Lambert 1986 - 1987
Morgan Stanley 1984 - 1986
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Private Equity, Investment Strategies, Emerging Markets, Investment Management, Securities, Series 7, Financial Markets, Investment Banking, Due Diligence, Equities, Economics, Asset Managment, Management, Financial Analysis
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance, Marketing, International Business
Boston University 1978 — 1981
BS in BA, Finance, International Management, summa cum laude
Sorbonne 1980 — 1980
Degre superieur, Civilisation francaise, Mention "bien"
Canford School 1977 — 1977
A levels, Economics, German
Arndt Gymnasium 1973 — 1976
German School New Delhi 1968 — 1973
Kingdon Capital Management LLC February 2005 - Present
The Sagar School July 2011 - Present
Remfry & Sagar Consultants Pvt. Ltd. July 2011 - Present
U.S. Trust 1996 - 2004
GE Investments 1990 - 1996
Barings 1987 - 1990
Drexel Burnham Lambert 1986 - 1987
Morgan Stanley 1984 - 1986
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Private Equity, Investment Strategies, Emerging Markets, Investment Management, Securities, Series 7, Financial Markets, Investment Banking, Due Diligence, Equities, Economics, Asset Managment, Management, Financial Analysis
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance, Marketing, International Business
Boston University 1978 — 1981
BS in BA, Finance, International Management, summa cum laude
Sorbonne 1980 — 1980
Degre superieur, Civilisation francaise, Mention "bien"
Canford School 1977 — 1977
A levels, Economics, German
Arndt Gymnasium 1973 — 1976
German School New Delhi 1968 — 1973
Adam Krumbholz Adam Krumbholz's Morgan Stanley Experience April 2010 - June 2011
Job Manager at Deloitte
Industry Management Consulting
Experience
Deloitte November 2012 - Present
Intellizant June 2011 - November 2012
Morgan Stanley April 2010 - June 2011
United States Navy May 2002 - December 2009
Skills
Government, Process Improvement, Change Management, Consulting, Business Process..., Strategy, Business Analysis, Project Management, Risk Management, Management Consulting, Strategic Planning, Business Development, Workshop Facilitation, Financial Modeling, Data Analysis, Leadership, Business Strategy, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2009
MBA
Boston University 1998 — 2002
BS, Communications
Deloitte November 2012 - Present
Intellizant June 2011 - November 2012
Morgan Stanley April 2010 - June 2011
United States Navy May 2002 - December 2009
Skills
Government, Process Improvement, Change Management, Consulting, Business Process..., Strategy, Business Analysis, Project Management, Risk Management, Management Consulting, Strategic Planning, Business Development, Workshop Facilitation, Financial Modeling, Data Analysis, Leadership, Business Strategy, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2009
MBA
Boston University 1998 — 2002
BS, Communications
Lee Fuller's Morgan Stanley Experience January 2003 - December 2005
Job Financial Consultant
Industry Investment Management
Experience
Fuller Financial Solutions December 2005 - Present
Morgan Stanley January 2003 - December 2005
The Armand Group September 2000 - January 2003
Cambridge Technology Partners 1994 - 1997
Skills
VA, Retirement Planning, Investments, Management Consulting, Securities, Retirement Income..., Financial Planning, Estate Planning, Investment Advisory, Strategic Financial..., Retirement
Education
Boston University 1988 — 1992
BS/BA, International and Operations Business Management
Burlington high school
Burlington high school
Fuller Financial Solutions December 2005 - Present
Morgan Stanley January 2003 - December 2005
The Armand Group September 2000 - January 2003
Cambridge Technology Partners 1994 - 1997
Skills
VA, Retirement Planning, Investments, Management Consulting, Securities, Retirement Income..., Financial Planning, Estate Planning, Investment Advisory, Strategic Financial..., Retirement
Education
Boston University 1988 — 1992
BS/BA, International and Operations Business Management
Burlington high school
Burlington high school
Gina Lopez's Morgan Stanley Experience September 2015 - Present
Job Vice President Talent, Recruiting & Diversity Analytics
Industry Human Resources
Experience
Morgan Stanley September 2015 - Present
Citi June 2012 - April 2015
Citi January 2010 - June 2012
Citi July 2005 - December 2009
Volt Services Group August 2004 - June 2005
Skills
Human Resources, HR Metrics, Reporting & Analysis, Data Analysis, HR Project Management, HRIS, MI Analysis, Talent Management, Employee Relations, Recruiting, Strategic HR, HR Strategy, HR Transformation, HR Policies, Project Management, MI reports, Human Capital, Human Capital Management, Business Objects, SAP HR, Oracle HR, PeopleSoft, Microsoft Excel, PowerPoint, Microsoft Word, Performance Management, Financial Services, Onboarding, Succession Planning, Leadership, Management
Education
Seton Hall University 2001 — 2004
Bachelor of Arts (B.A.), Psychology
Boston University 2000 — 2001
Morgan Stanley September 2015 - Present
Citi June 2012 - April 2015
Citi January 2010 - June 2012
Citi July 2005 - December 2009
Volt Services Group August 2004 - June 2005
Skills
Human Resources, HR Metrics, Reporting & Analysis, Data Analysis, HR Project Management, HRIS, MI Analysis, Talent Management, Employee Relations, Recruiting, Strategic HR, HR Strategy, HR Transformation, HR Policies, Project Management, MI reports, Human Capital, Human Capital Management, Business Objects, SAP HR, Oracle HR, PeopleSoft, Microsoft Excel, PowerPoint, Microsoft Word, Performance Management, Financial Services, Onboarding, Succession Planning, Leadership, Management
Education
Seton Hall University 2001 — 2004
Bachelor of Arts (B.A.), Psychology
Boston University 2000 — 2001
Lauren Stillo's Morgan Stanley Experience July 2015 - Present
Job AVP, Integrated Brand Marketing at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley July 2015 - Present
BBDO March 2012 - July 2015
Saatchi & Saatchi May 2011 - March 2012
William Morris Endeavor September 2010 - May 2011
Food Network Magazine June 2010 - August 2010
Woman's Day Magazine May 2009 - September 2009
Stella McCartney May 2008 - September 2008
BPCM May 2007 - September 2007
Skills
Social Media, Integrated Marketing, Digital Strategy, Digital Marketing, Advertising, Creative Strategy, Digital Media, Social Media Marketing, Online Advertising, Brand Development, Marketing Communications, Creative Direction, Marketing Strategy, Brand Management, Mobile Marketing
Education
Boston University 2006 — 2010
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Morgan Stanley July 2015 - Present
BBDO March 2012 - July 2015
Saatchi & Saatchi May 2011 - March 2012
William Morris Endeavor September 2010 - May 2011
Food Network Magazine June 2010 - August 2010
Woman's Day Magazine May 2009 - September 2009
Stella McCartney May 2008 - September 2008
BPCM May 2007 - September 2007
Skills
Social Media, Integrated Marketing, Digital Strategy, Digital Marketing, Advertising, Creative Strategy, Digital Media, Social Media Marketing, Online Advertising, Brand Development, Marketing Communications, Creative Direction, Marketing Strategy, Brand Management, Mobile Marketing
Education
Boston University 2006 — 2010
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Brian Bullock's Morgan Stanley Experience July 2002 - September 2005
Job Leadership Development Business Partner at MGM Resorts International
Industry Education Management
Experience
MGM Resorts International April 2015 - Present
Northeastern University March 2014 - Present
MGM Resorts International July 2014 - April 2015
Learning Games Network January 2013 - December 2013
Northeastern University June 2009 - December 2012
New York Life September 2005 - May 2007
Morgan Stanley July 2002 - September 2005
Skills
Public Speaking, Higher Education, Research, Teaching, Program Development, Data Analysis, Social Media, Student Affairs, Editing, Leadership, Educational Technology, Career Counseling, PowerPoint, E-Learning, Instructional Design, Social Networking, Curriculum Development, Qualitative Research, Adult Education
Education
Boston University
Master of Education (Ed.M.), Educational Media and Technology, 3.9 GPA
New York University
Bachelor of Arts (B.A.), Social Sciences with a focus in Anthropology, Cum Laude
MGM Resorts International April 2015 - Present
Northeastern University March 2014 - Present
MGM Resorts International July 2014 - April 2015
Learning Games Network January 2013 - December 2013
Northeastern University June 2009 - December 2012
New York Life September 2005 - May 2007
Morgan Stanley July 2002 - September 2005
Skills
Public Speaking, Higher Education, Research, Teaching, Program Development, Data Analysis, Social Media, Student Affairs, Editing, Leadership, Educational Technology, Career Counseling, PowerPoint, E-Learning, Instructional Design, Social Networking, Curriculum Development, Qualitative Research, Adult Education
Education
Boston University
Master of Education (Ed.M.), Educational Media and Technology, 3.9 GPA
New York University
Bachelor of Arts (B.A.), Social Sciences with a focus in Anthropology, Cum Laude
Susan Anne Milkewicz, PMP's Morgan Stanley Experience 2010 - Present
Job Vice President at Morgan Stanley
Industry Management Consulting
Experience
Morgan Stanley 2010 - Present
The Bank of New York Mellon/BNY Mellon 2006 - 2009
Verified Person April 2006 - August 2006
Lincoln Center Theater June 2005 - November 2005
ADP 2000 - 2005
Schering-Plough Research Institute 1997 - 2000
Ralph Lauren 1999 - 1999
Skills
Management, Project Management, Risk Management, Strategy, Mergers & Acquisitions, Banking, Leadership, Business Analysis, PMP, Finance, Corporate Finance, Project Portfolio..., Investments, Financial Services, Integration, Mergers, Investment Banking, BASEL, Software Project..., Business Management, Relationship Management, Financial Analysis, Budgets, Project Planning, MS Project, Company Management, Company Acquisitions, Change Management, Business Strategy, New Business Development, Business Relationship..., Bank Relationship..., Joint Ventures, International..., FX trading, Regulatory Strategy, Problem Solving, Project Coordination, Languages, Enterprise Software, Hedge Funds, International Business, Project Finance, Building New Businesses, Regulatory Affairs, International Business..., International Project...
Education
Boston University
BA, Magna cum laude, with distinction., 3.9 overall GPA, including graduate level courses in my major
College of the Holy Cross
Middle School
Morgan Stanley 2010 - Present
The Bank of New York Mellon/BNY Mellon 2006 - 2009
Verified Person April 2006 - August 2006
Lincoln Center Theater June 2005 - November 2005
ADP 2000 - 2005
Schering-Plough Research Institute 1997 - 2000
Ralph Lauren 1999 - 1999
Skills
Management, Project Management, Risk Management, Strategy, Mergers & Acquisitions, Banking, Leadership, Business Analysis, PMP, Finance, Corporate Finance, Project Portfolio..., Investments, Financial Services, Integration, Mergers, Investment Banking, BASEL, Software Project..., Business Management, Relationship Management, Financial Analysis, Budgets, Project Planning, MS Project, Company Management, Company Acquisitions, Change Management, Business Strategy, New Business Development, Business Relationship..., Bank Relationship..., Joint Ventures, International..., FX trading, Regulatory Strategy, Problem Solving, Project Coordination, Languages, Enterprise Software, Hedge Funds, International Business, Project Finance, Building New Businesses, Regulatory Affairs, International Business..., International Project...
Education
Boston University
BA, Magna cum laude, with distinction., 3.9 overall GPA, including graduate level courses in my major
College of the Holy Cross
Middle School
Beejal Sakaria's Morgan Stanley Experience January 2006 - February 2010
Job Real Estate Salesperson
Industry Real Estate
Experience
Douglas Elliman Real Estate December 2014 - Present
Joseph A Del Forno Inc. March 2014 - Present
Weichert Realtors July 2012 - March 2014
Morgan Stanley January 2006 - February 2010
Skills
Condos, Real Estate, Investment Properties, First Time Home Buyers, Selling, Real Estate Transactions, Sales, Sellers, Relocation
Education
Boston University 2001 — 2005
Bachelor's Degree, Economics
Douglas Elliman Real Estate December 2014 - Present
Joseph A Del Forno Inc. March 2014 - Present
Weichert Realtors July 2012 - March 2014
Morgan Stanley January 2006 - February 2010
Skills
Condos, Real Estate, Investment Properties, First Time Home Buyers, Selling, Real Estate Transactions, Sales, Sellers, Relocation
Education
Boston University 2001 — 2005
Bachelor's Degree, Economics
Keith Drucker's Morgan Stanley Experience June 2013 - August 2013
Job Boston University
Industry Higher Education
Experience
Boston Red Sox March 2014 - Present
U.S. Department of Commerce, Economics and Statistics Administration January 2015 - May 2015
Office of Congressman Joseph P. Kennedy III June 2014 - August 2014
Weston Patrick December 2013 - January 2014
Morgan Stanley June 2013 - August 2013
Attleboro School Committee September 2012 - May 2013
Attleboro High School Principal Screening Committee March 2012 - April 2012
Skills
Public Speaking, Leadership, Writing, Research, Organization Skills, Time Management, Data Analysis, Customer Service, Administrative..., Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Facebook
Education
Boston University 2013 — 2017
Bachelor's Degree, Economics and Political Science
Boston University Washington, DC Internship Program 2015 — 2015
Political Science and Government
Attleboro High School 2009 — 2013
High School
Boston Red Sox March 2014 - Present
U.S. Department of Commerce, Economics and Statistics Administration January 2015 - May 2015
Office of Congressman Joseph P. Kennedy III June 2014 - August 2014
Weston Patrick December 2013 - January 2014
Morgan Stanley June 2013 - August 2013
Attleboro School Committee September 2012 - May 2013
Attleboro High School Principal Screening Committee March 2012 - April 2012
Skills
Public Speaking, Leadership, Writing, Research, Organization Skills, Time Management, Data Analysis, Customer Service, Administrative..., Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Facebook
Education
Boston University 2013 — 2017
Bachelor's Degree, Economics and Political Science
Boston University Washington, DC Internship Program 2015 — 2015
Political Science and Government
Attleboro High School 2009 — 2013
High School
CORINA (CORY) CARPENTER CORINA (CORY) CARPENTER's Morgan Stanley Experience March 2000 - March 2002
Job Senior Wealth Manager at USAA
Industry Financial Services
Experience
USAA September 2002 - Present
Sears, Roebuck and Co. August 2002 - September 2002
CUNA Mutual Group June 2002 - September 2002
Morgan Stanley March 2000 - March 2002
United States Air Force March 1978 - January 2000
Education
College for Financial Planning 2010 — 2014
Master's Degree, PERSONAL FINANCIAL PLANNING
University of the Incarnate Word 1992 — 1996
Master of Education (M.Ed.), Adult Education w/minor in Business
University of Maryland University College
BS, Business Mgt w/ minor in Finance
Community College of the Air Force
AA Logistics Management
Community College of the Air Force
AA Instructional System Design
Boston University
Financial Planning and Services
Southwest Texas State University
The American College
Financial Planning and Services
Brevard Community College
Solano Community College
USAA September 2002 - Present
Sears, Roebuck and Co. August 2002 - September 2002
CUNA Mutual Group June 2002 - September 2002
Morgan Stanley March 2000 - March 2002
United States Air Force March 1978 - January 2000
Education
College for Financial Planning 2010 — 2014
Master's Degree, PERSONAL FINANCIAL PLANNING
University of the Incarnate Word 1992 — 1996
Master of Education (M.Ed.), Adult Education w/minor in Business
University of Maryland University College
BS, Business Mgt w/ minor in Finance
Community College of the Air Force
AA Logistics Management
Community College of the Air Force
AA Instructional System Design
Boston University
Financial Planning and Services
Southwest Texas State University
The American College
Financial Planning and Services
Brevard Community College
Solano Community College
Tatiana P. Cavanaugh's Morgan Stanley Experience May 2007 - May 2008
Job Regional Sales Director at Tripleseat Software LLC
Industry Hospitality
Experience
Tripleseat Software LLC February 2015 - Present
Menton, a Barbara Lynch Gruppo Restaurant April 2012 - January 2015
Mooo....Restaurant & the XV Beacon Hotel January 2009 - January 2011
Morgan Stanley May 2007 - May 2008
Skills
Fine Dining, Photography, Menu Development, Food & Beverage, Marketing, Customer Satisfaction, Corporate Events, Parties, Restaurants, Event Management, Hotels, Management, Wine, Hospitality Management, Social Media, Email Marketing, Hospitality, Hospitality Industry, Sales, Budgets, Creative Direction, Fundraisers, Food, Marketing Strategy, Private Events, Event Planning, Dinners, Catering, Fundraising, Customer Service, Project Planning, Public Relations, Weddings, Entertainment, Time Management
Education
Boston University 1999 — 2003
Bachelor of Science, Communications
Tripleseat Software LLC February 2015 - Present
Menton, a Barbara Lynch Gruppo Restaurant April 2012 - January 2015
Mooo....Restaurant & the XV Beacon Hotel January 2009 - January 2011
Morgan Stanley May 2007 - May 2008
Skills
Fine Dining, Photography, Menu Development, Food & Beverage, Marketing, Customer Satisfaction, Corporate Events, Parties, Restaurants, Event Management, Hotels, Management, Wine, Hospitality Management, Social Media, Email Marketing, Hospitality, Hospitality Industry, Sales, Budgets, Creative Direction, Fundraisers, Food, Marketing Strategy, Private Events, Event Planning, Dinners, Catering, Fundraising, Customer Service, Project Planning, Public Relations, Weddings, Entertainment, Time Management
Education
Boston University 1999 — 2003
Bachelor of Science, Communications
Kristina Wirt Kristina Wirt's Morgan Stanley Experience July 2014 - March 2015
Job Client Development Manager at PitchBook Data
Industry Financial Services
Experience
PitchBook Data March 2015 - Present
Morgan Stanley July 2014 - March 2015
Bloomberg LP May 2012 - July 2014
Bloomberg LP April 2010 - May 2012
Brown Brothers Harriman July 2008 - March 2010
Disney Destinations International June 2007 - August 2007
Skills
Bloomberg, Equities, Bloomberg Terminal, Financial Markets, Portfolio Management, Trading, Asset Managment, Investments, Sales Management, Client Education, Fixed Income
Education
Providence College 2004 — 2008
Bachelor of Arts (B.A.), History
Boston University 2007 — 2007
London summer internship, Public Relations/Image Management
PitchBook Data March 2015 - Present
Morgan Stanley July 2014 - March 2015
Bloomberg LP May 2012 - July 2014
Bloomberg LP April 2010 - May 2012
Brown Brothers Harriman July 2008 - March 2010
Disney Destinations International June 2007 - August 2007
Skills
Bloomberg, Equities, Bloomberg Terminal, Financial Markets, Portfolio Management, Trading, Asset Managment, Investments, Sales Management, Client Education, Fixed Income
Education
Providence College 2004 — 2008
Bachelor of Arts (B.A.), History
Boston University 2007 — 2007
London summer internship, Public Relations/Image Management
Kristen Ruby's Morgan Stanley Experience June 2008 - August 2008
Job President of Ruby Media Group | Social Media/PR TV Commentator
Industry Entertainment
Experience
Ruby Media Group LLC August 2009 - Present
Bravo TV December 2013 - Present
DataKey Consulting August 2009 - January 2013
The Ether-Hollywood, CA February 2009 - May 2009
E! Entertainment Television September 2008 - December 2008
CBS Television Distribution September 2008 - December 2008
John Varvatos June 2008 - August 2008
Morgan Stanley June 2008 - August 2008
Sirius Satellite Radio June 2007 - August 2007
SavATree June 2005 - August 2006
Skills
Public Relations, Social Media Marketing, Social Media, Blogging, New Media, SEO, SMO, Facebook, Creative Services, Strategic Planning, Social Networking, Press Releases, Marketing Strategy, Online Marketing, Social Media Measurement, Marketing, Marketing Communications, Integrated Marketing, Digital Marketing, Digital Media, Strategy, Publicity, Email Marketing, Advertising, Competitive Analysis, Creative Direction, Media Relations, Newsletters
Education
Boston University 2005 — 2009
Public Relations, College of Communication
Ruby Media Group LLC August 2009 - Present
Bravo TV December 2013 - Present
DataKey Consulting August 2009 - January 2013
The Ether-Hollywood, CA February 2009 - May 2009
E! Entertainment Television September 2008 - December 2008
CBS Television Distribution September 2008 - December 2008
John Varvatos June 2008 - August 2008
Morgan Stanley June 2008 - August 2008
Sirius Satellite Radio June 2007 - August 2007
SavATree June 2005 - August 2006
Skills
Public Relations, Social Media Marketing, Social Media, Blogging, New Media, SEO, SMO, Facebook, Creative Services, Strategic Planning, Social Networking, Press Releases, Marketing Strategy, Online Marketing, Social Media Measurement, Marketing, Marketing Communications, Integrated Marketing, Digital Marketing, Digital Media, Strategy, Publicity, Email Marketing, Advertising, Competitive Analysis, Creative Direction, Media Relations, Newsletters
Education
Boston University 2005 — 2009
Public Relations, College of Communication
Limor Weiner's Morgan Stanley Experience January 2007 - Present
Job Vice President, Human Resources Generalist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2007 - Present
Morgan Stanley April 2003 - December 2006
Morgan Stanley October 2000 - March 2003
Association of Americans and Canadians in Israel (AACI) 1999 - 2000
The Execu-Search Group September 1998 - June 1999
Skills
Performance Management, Employee Engagement, Employee Relations, Human Resources, Recruiting, Deferred Compensation, HR Policies, Sourcing, Personnel Management, Interviews, Coaching, Management, Performance Appraisal, Conflict Resolution, Succession Planning, Onboarding, Team Management, HRIS, Employee Benefits, Applicant Tracking..., Talent Management, Hiring
Education
Boston University 1994 — 1998
Bachelor of Science, Management
Haifa University 1997 — 1997
Morgan Stanley January 2007 - Present
Morgan Stanley April 2003 - December 2006
Morgan Stanley October 2000 - March 2003
Association of Americans and Canadians in Israel (AACI) 1999 - 2000
The Execu-Search Group September 1998 - June 1999
Skills
Performance Management, Employee Engagement, Employee Relations, Human Resources, Recruiting, Deferred Compensation, HR Policies, Sourcing, Personnel Management, Interviews, Coaching, Management, Performance Appraisal, Conflict Resolution, Succession Planning, Onboarding, Team Management, HRIS, Employee Benefits, Applicant Tracking..., Talent Management, Hiring
Education
Boston University 1994 — 1998
Bachelor of Science, Management
Haifa University 1997 — 1997
Madeline Cross's Morgan Stanley Experience August 2011 - May 2014
Job Account Manager at ignition, Inc.
Industry Marketing and Advertising
Experience
Morgan Stanley August 2011 - May 2014
Morgan Stanley Smith Barney September 2010 - August 2011
glaceau May 2009 - September 2009
The Coca-Cola Company June 2008 - August 2008
Skills
Sales, Management
Education
Boston University 2006 — 2010
B.A. in Economics, Economics with a minor in Business Administration
Marist School
Morgan Stanley August 2011 - May 2014
Morgan Stanley Smith Barney September 2010 - August 2011
glaceau May 2009 - September 2009
The Coca-Cola Company June 2008 - August 2008
Skills
Sales, Management
Education
Boston University 2006 — 2010
B.A. in Economics, Economics with a minor in Business Administration
Marist School
David Gordon's Morgan Stanley Experience May 2004 - December 2007
Job Managing Director at ARC
Industry Investment Banking
Experience
ARC July 2013 - Present
Auriga Securites June 2008 - June 2013
Morgan Stanley May 2004 - December 2007
Lehman Brothers January 2002 - May 2004
MBNA July 1998 - December 2001
Skills
Loans, Portfolio Management, Mortgage, Fixed Income, Securitization, Structured Products, MBS, Debt, Residential Mortgages, Structured Finance, Structuring, Origination, Funding, Trading, Real Estate Investment, Real Estate, Deal Structuring, Asset Management, CMBS, Alternative Investments, ABS, Asset, Risk Management, Capital Markets, Investment Banking, Hedge Funds, Real Estate Finance, Valuation, Private Equity, Investments, Bonds, Mezzanine, Private Placements, Hedging, Due Diligence, Securities, Investment Strategies, Project Finance, Commercial Mortgages, Brokerage, Banking, Financial Institutions, Wealth Management, Investment Advisory, Series 7, Financial Analysis, Underwriting, Venture Capital, Renewable Energy, Energy
Education
University of Central Florida 1994 — 1998
BA, Business
Boston University
ARC July 2013 - Present
Auriga Securites June 2008 - June 2013
Morgan Stanley May 2004 - December 2007
Lehman Brothers January 2002 - May 2004
MBNA July 1998 - December 2001
Skills
Loans, Portfolio Management, Mortgage, Fixed Income, Securitization, Structured Products, MBS, Debt, Residential Mortgages, Structured Finance, Structuring, Origination, Funding, Trading, Real Estate Investment, Real Estate, Deal Structuring, Asset Management, CMBS, Alternative Investments, ABS, Asset, Risk Management, Capital Markets, Investment Banking, Hedge Funds, Real Estate Finance, Valuation, Private Equity, Investments, Bonds, Mezzanine, Private Placements, Hedging, Due Diligence, Securities, Investment Strategies, Project Finance, Commercial Mortgages, Brokerage, Banking, Financial Institutions, Wealth Management, Investment Advisory, Series 7, Financial Analysis, Underwriting, Venture Capital, Renewable Energy, Energy
Education
University of Central Florida 1994 — 1998
BA, Business
Boston University
Ericson Shi's Morgan Stanley Experience July 2012 - Present
Job Investor Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Boston University September 2009 - May 2010
Huntington Memorial Hospital September 2006 - May 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Mandarin
Education
Boston University 2008 — 2012
BA, Finance
Morgan Stanley July 2012 - Present
Boston University September 2009 - May 2010
Huntington Memorial Hospital September 2006 - May 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Mandarin
Education
Boston University 2008 — 2012
BA, Finance
McKaela Doherty's Morgan Stanley Experience June 2001 - August 2001
Job Director of Global Social Marketing, HewlettPackard
Industry Marketing and Advertising
Experience
Hewlett-Packard March 2013 - Present
Hewlett-Packard March 2011 - February 2013
Porter Novelli August 2004 - July 2010
Mullen Advertising June 2003 - August 2003
Morgan Stanley June 2001 - August 2001
Skills
Social Media, Social Media Marketing, Integrated Marketing, Program Management, E-commerce, Negotiation, Public Relations, Strategy, Team Leadership, Social Marketing, Crisis Communications, Strategic Communications, Digital Marketing, Marketing Management, Media Relations, Leadership, Brand Management, Strategic Planning, Creative Direction, Content Strategy, Marketing Communications, B2B
Education
Boston University
Communications
Hewlett-Packard March 2013 - Present
Hewlett-Packard March 2011 - February 2013
Porter Novelli August 2004 - July 2010
Mullen Advertising June 2003 - August 2003
Morgan Stanley June 2001 - August 2001
Skills
Social Media, Social Media Marketing, Integrated Marketing, Program Management, E-commerce, Negotiation, Public Relations, Strategy, Team Leadership, Social Marketing, Crisis Communications, Strategic Communications, Digital Marketing, Marketing Management, Media Relations, Leadership, Brand Management, Strategic Planning, Creative Direction, Content Strategy, Marketing Communications, B2B
Education
Boston University
Communications
Vishal Bharucha's Morgan Stanley Experience March 2001 - September 2002
Job Business Brokerage, Real Estate & Foreign Exchange Executive
Industry Commercial Real Estate
Experience
Transworld Business Advisors January 2015 - Present
The Regus Group January 2013 - Present
FX Junction December 2010 - Present
FX Universal March 2005 - December 2010
FXCM January 2004 - March 2005
WorldCo & Hold Brothers January 2003 - December 2003
Morgan Stanley March 2001 - September 2002
Skills
Financial Markets, Currency, Strategic Partnerships, Foreign Exchange, New Business Development, Trading Systems, Electronic Trading, FX trading, Marketing Strategy, Business Strategy, Project Management, Start-ups, Sales Management, Customer Service, MetaTrader, Social Networking, Financial Technology, Institutional Sales, Mergers & Acquisitions, Business Brokerage, Franchising, Commercial Real Estate, Real Estate, Exit Strategies, Negotiation, Franchise Consulting, Business Planning, Business Valuation, Due Diligence, Selling Businesses, Small Business, Venture Capital, Private Equity, Management Consulting, Management, Business Development, Investments, Entrepreneurship, Sales, Trading, Capital Markets, Equities, Strategic Planning, Finance, FX Trading, Alternative Investments, Portfolio Management
Education
Stanford University Graduate School of Business 2015 — 2016
Certificate, Innovation and Entrepreneurship
Hofstra University 1999 — 2002
BBA, Finance & International Business w/Honors, Cum Laude
Boston University 1998 — 1999
NYREI (New York Real Estate Institute)
NYS Licensed Real Estate Salesperson
Transworld Business Advisors January 2015 - Present
The Regus Group January 2013 - Present
FX Junction December 2010 - Present
FX Universal March 2005 - December 2010
FXCM January 2004 - March 2005
WorldCo & Hold Brothers January 2003 - December 2003
Morgan Stanley March 2001 - September 2002
Skills
Financial Markets, Currency, Strategic Partnerships, Foreign Exchange, New Business Development, Trading Systems, Electronic Trading, FX trading, Marketing Strategy, Business Strategy, Project Management, Start-ups, Sales Management, Customer Service, MetaTrader, Social Networking, Financial Technology, Institutional Sales, Mergers & Acquisitions, Business Brokerage, Franchising, Commercial Real Estate, Real Estate, Exit Strategies, Negotiation, Franchise Consulting, Business Planning, Business Valuation, Due Diligence, Selling Businesses, Small Business, Venture Capital, Private Equity, Management Consulting, Management, Business Development, Investments, Entrepreneurship, Sales, Trading, Capital Markets, Equities, Strategic Planning, Finance, FX Trading, Alternative Investments, Portfolio Management
Education
Stanford University Graduate School of Business 2015 — 2016
Certificate, Innovation and Entrepreneurship
Hofstra University 1999 — 2002
BBA, Finance & International Business w/Honors, Cum Laude
Boston University 1998 — 1999
NYREI (New York Real Estate Institute)
NYS Licensed Real Estate Salesperson
Dennis Leiva, MBA's Morgan Stanley Experience September 2004 - February 2005
Job Vice President of Operations at BrightStar Credit Union
Industry Banking
Experience
BrightStar Credit Union August 2015 - Present
CT Miami October 2014 - August 2015
BankUnited June 2005 - October 2014
Morgan Stanley September 2004 - February 2005
Skills
Loans, Banking, Credit, Mortgage, Investment Banking, Business Management, Small Business, Cash Flow Management, Cash Flow, Finance, Commercial Lending, Mortgage Lending, Credit Analysis, Branch Banking, Commercial Banking, Small Business Lending, Executive Management, Management, Lines Of Credit, Retail Banking, Cross Selling, Portfolio Management
Education
Boston University 2007 — 2010
Masters in Management, Banking and Financial Service Management
University of Miami - School of Business 2001 — 2005
Bachelors in Business Administration, Finance / Marketing
BrightStar Credit Union August 2015 - Present
CT Miami October 2014 - August 2015
BankUnited June 2005 - October 2014
Morgan Stanley September 2004 - February 2005
Skills
Loans, Banking, Credit, Mortgage, Investment Banking, Business Management, Small Business, Cash Flow Management, Cash Flow, Finance, Commercial Lending, Mortgage Lending, Credit Analysis, Branch Banking, Commercial Banking, Small Business Lending, Executive Management, Management, Lines Of Credit, Retail Banking, Cross Selling, Portfolio Management
Education
Boston University 2007 — 2010
Masters in Management, Banking and Financial Service Management
University of Miami - School of Business 2001 — 2005
Bachelors in Business Administration, Finance / Marketing
J. Fabian Torres, MS Finance PM Multilingual-4 J. Fabian Torres, MS Finance PM Multilingual-4's Morgan Stanley Experience 2008 - 2009
Job Sr. Project Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2014 - Present
Hispanic Chamber of e-Commerce 2010 - Present
JFT Enterprises, LLC 2008 - Present
WFP Securities 2010 - 2011
Aaron Hungerford, CPA 2009 - 2010
Morgan Stanley 2008 - 2009
SouthWest Equity 2006 - 2008
Citywide Financial 2004 - 2006
American General Finance 2003 - 2004
FAMSA 2002 - 2003
Skills
Relationship Sales, Sales, Managing Relationships, Finance, Customer Relations, Alternative Investments, Investments, Insurance Planning, Real Estate Financing, Business Development, Event Planning, Microsoft Office, Customer Service, Accounting, Financial Analysis, Social Media, Social Networking, Quickbooks, Real Estate, Risk Management, Tax, Management, Leadership, Business Planning, Financial Planners, Financial Services, Strategy, Portfolio Management, Asset Management, Start-ups, Strategic Financial..., Forecasting, CRM
Education
Boston University 2011 — 2013
Master of Science in Finance, Graduate Certificate in Project Management
Instituto Tecnológico y de Estudios Superiores de Monterrey 1999 — 2002
Bachelor in International Commerce
HEC School of Management 2000 — 2000
Business Management Certification
LPL Financial June 2014 - Present
Hispanic Chamber of e-Commerce 2010 - Present
JFT Enterprises, LLC 2008 - Present
WFP Securities 2010 - 2011
Aaron Hungerford, CPA 2009 - 2010
Morgan Stanley 2008 - 2009
SouthWest Equity 2006 - 2008
Citywide Financial 2004 - 2006
American General Finance 2003 - 2004
FAMSA 2002 - 2003
Skills
Relationship Sales, Sales, Managing Relationships, Finance, Customer Relations, Alternative Investments, Investments, Insurance Planning, Real Estate Financing, Business Development, Event Planning, Microsoft Office, Customer Service, Accounting, Financial Analysis, Social Media, Social Networking, Quickbooks, Real Estate, Risk Management, Tax, Management, Leadership, Business Planning, Financial Planners, Financial Services, Strategy, Portfolio Management, Asset Management, Start-ups, Strategic Financial..., Forecasting, CRM
Education
Boston University 2011 — 2013
Master of Science in Finance, Graduate Certificate in Project Management
Instituto Tecnológico y de Estudios Superiores de Monterrey 1999 — 2002
Bachelor in International Commerce
HEC School of Management 2000 — 2000
Business Management Certification
Ben Bird's Morgan Stanley Experience June 2000 - May 2002
Job ExEquities Trader at Dalton Investments
Industry Investment Management
Experience
Dalton Investments, LLC 2005 - 2007
AIG September 2003 - October 2004
Morgan Stanley June 2000 - May 2002
Woodson Center for Adult Education January 2000 - May 2000
Iguana Studios, Inc. September 1998 - October 1999
Muze, Inc. May 1996 - May 1998
OSI Pharmaceuticals Inc December 1992 - 1995
Skills
Investments, Trading, Management, Equities, Finance, Business Development, Financial Markets, Portfolio Management, Financial Modeling, Financial Services, Technical Analysis, Capital Markets, Equity Research, Hedge Funds, Valuation, Alternative Investments, Asset Management, Investment Strategies, Web Development
Education
Boston University 1988 — 1993
Bachelor’s Degree, Molecular Biology
Exeter Academy 1985 — 1988
Dalton Investments, LLC 2005 - 2007
AIG September 2003 - October 2004
Morgan Stanley June 2000 - May 2002
Woodson Center for Adult Education January 2000 - May 2000
Iguana Studios, Inc. September 1998 - October 1999
Muze, Inc. May 1996 - May 1998
OSI Pharmaceuticals Inc December 1992 - 1995
Skills
Investments, Trading, Management, Equities, Finance, Business Development, Financial Markets, Portfolio Management, Financial Modeling, Financial Services, Technical Analysis, Capital Markets, Equity Research, Hedge Funds, Valuation, Alternative Investments, Asset Management, Investment Strategies, Web Development
Education
Boston University 1988 — 1993
Bachelor’s Degree, Molecular Biology
Exeter Academy 1985 — 1988
Todd McPencow Todd McPencow's Morgan Stanley Experience July 1998 - September 2001
Job Juris Doctor Candidate, Northern Illinois University
Industry Law Practice
Experience
Kane County State's Attorney's Office December 2013 - Present
Northern Illinois University August 2013 - Present
Northern Illinois University August 2014 - Present
Elite Marketing Interactions March 2009 - August 2013
American Road Operations--Harley Davidson Gear Stores February 2009 - March 2009
HomeMade Pizza Company July 2008 - December 2008
Build-A-Bear Workshop November 2005 - July 2008
The Disney Store September 2001 - November 2005
Morgan Stanley July 1998 - September 2001
Skills
Merchandising, Networking, Leadership, Retail, Recruiting, Inventory Management, Store Management, Customer Service, Management, Sales, Start-ups, Profit, Time Management, Training, Team Building, Customer Satisfaction, Employee Training, Inventory Control, Visual Merchandising, Sales Operations, Team Leadership, Coaching, Leadership Development, Customer Retention, Hiring, Performance Management, Human Resources, Employee Relations, Operations Management, Social Networking, Public Speaking, Teamwork, Negotiation, Outlook, Event Management, Fundraising, Conflict Resolution
Education
Northern Illinois University College of Law 2013 — 2016
DePaul University 1992 — 1994
BA, I/O Psychology
Boston University 1990 — 1991
Kane County State's Attorney's Office December 2013 - Present
Northern Illinois University August 2013 - Present
Northern Illinois University August 2014 - Present
Elite Marketing Interactions March 2009 - August 2013
American Road Operations--Harley Davidson Gear Stores February 2009 - March 2009
HomeMade Pizza Company July 2008 - December 2008
Build-A-Bear Workshop November 2005 - July 2008
The Disney Store September 2001 - November 2005
Morgan Stanley July 1998 - September 2001
Skills
Merchandising, Networking, Leadership, Retail, Recruiting, Inventory Management, Store Management, Customer Service, Management, Sales, Start-ups, Profit, Time Management, Training, Team Building, Customer Satisfaction, Employee Training, Inventory Control, Visual Merchandising, Sales Operations, Team Leadership, Coaching, Leadership Development, Customer Retention, Hiring, Performance Management, Human Resources, Employee Relations, Operations Management, Social Networking, Public Speaking, Teamwork, Negotiation, Outlook, Event Management, Fundraising, Conflict Resolution
Education
Northern Illinois University College of Law 2013 — 2016
DePaul University 1992 — 1994
BA, I/O Psychology
Boston University 1990 — 1991
Kevin kj Johnson, MSPM Kevin kj Johnson, MSPM's Morgan Stanley Experience November 1998 - November 2010
Job IT Projects | IT Management | IT Senior Tech Support
Industry Information Technology and Services
Experience
Quintiles Transnational Corp. 2012 - 2014
KJ Consultant Group December 2010 - June 2012
Morgan Stanley November 1998 - November 2010
Citi October 1996 - November 1998
Columbia University in the City of New York August 1990 - August 1996
Skills
Disaster Recovery, IT Management, SharePoint, Troubleshooting, Vendor Management, IT Strategy, Networking, IT Service Management, SDLC, IT Operations, Data Center, Project Management, Management, Information Technology, Windows 7, Software Documentation, Integration, Active Directory, Citrix, iPhone, iPad, Business Analysis, System Deployment, Windows XP, Technical Support, Help Desk Support, Windows, Change Management, Leadership, XP, System Administration, DHCP, Software Project..., Process Improvement, Analysis, Computer Hardware, Hardware, Operating Systems, Windows 7 Deployment, Knowledge of Apple MBAs..., Cisco phone..., Software Installation, TCP/IP
Education
Boston University
Master's Degree, Project Management - M.S. PM Diploma Received
North Carolina A&T State University
Bachelor of Science (B.S.), Computer Science
Quintiles Transnational Corp. 2012 - 2014
KJ Consultant Group December 2010 - June 2012
Morgan Stanley November 1998 - November 2010
Citi October 1996 - November 1998
Columbia University in the City of New York August 1990 - August 1996
Skills
Disaster Recovery, IT Management, SharePoint, Troubleshooting, Vendor Management, IT Strategy, Networking, IT Service Management, SDLC, IT Operations, Data Center, Project Management, Management, Information Technology, Windows 7, Software Documentation, Integration, Active Directory, Citrix, iPhone, iPad, Business Analysis, System Deployment, Windows XP, Technical Support, Help Desk Support, Windows, Change Management, Leadership, XP, System Administration, DHCP, Software Project..., Process Improvement, Analysis, Computer Hardware, Hardware, Operating Systems, Windows 7 Deployment, Knowledge of Apple MBAs..., Cisco phone..., Software Installation, TCP/IP
Education
Boston University
Master's Degree, Project Management - M.S. PM Diploma Received
North Carolina A&T State University
Bachelor of Science (B.S.), Computer Science
Brian Badgett's Morgan Stanley Experience July 2015 - Present
Job Student Athlete at Boston University
Industry Investment Management
Experience
Morgan Stanley July 2015 - Present
The New York Racing Association July 2013 - August 2014
Skills
Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint, Strategic Planning, Project Management, Research, Time Management
Education
Boston University 2013 — 2017
Finance, General, Sophomore
Boston University 2013 — 2017
Finance, General
Morgan Stanley July 2015 - Present
The New York Racing Association July 2013 - August 2014
Skills
Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint, Strategic Planning, Project Management, Research, Time Management
Education
Boston University 2013 — 2017
Finance, General, Sophomore
Boston University 2013 — 2017
Finance, General
Marisa Benoit's Morgan Stanley Experience June 2012 - July 2014
Job Financial Planning & Analysis Specialist at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ August 2014 - Present
Morgan Stanley June 2012 - July 2014
Citigroup March 2011 - June 2012
Morgan Stanley January 2011 - March 2011
Morgan Stanley January 2009 - January 2011
Morgan Stanley August 2007 - January 2009
State Street June 2005 - July 2007
Skills
Fixed Income, Equities, Financial Modeling, Bloomberg, Financial Analysis, Hedge Funds, Alternative Investments
Education
Boston University 2001 — 2005
B.A. International Relations, Concentration in International Business & Economics
NASDAQ August 2014 - Present
Morgan Stanley June 2012 - July 2014
Citigroup March 2011 - June 2012
Morgan Stanley January 2011 - March 2011
Morgan Stanley January 2009 - January 2011
Morgan Stanley August 2007 - January 2009
State Street June 2005 - July 2007
Skills
Fixed Income, Equities, Financial Modeling, Bloomberg, Financial Analysis, Hedge Funds, Alternative Investments
Education
Boston University 2001 — 2005
B.A. International Relations, Concentration in International Business & Economics
Justin Leibowitz's Morgan Stanley Experience February 2010 - July 2014
Job Business Development & Investor Relations
Industry Financial Services
Experience
Conatus Capital Management LP August 2014 - Present
Morgan Stanley February 2010 - July 2014
Fashion Resources Corp July 1998 - February 2010
Official Issue 2006 - 2009
Education
Boston University 1990 — 1994
Boston University - School of Management 1990 — 1994
Bachelor of Business Administration (BBA), Marketing
Conatus Capital Management LP August 2014 - Present
Morgan Stanley February 2010 - July 2014
Fashion Resources Corp July 1998 - February 2010
Official Issue 2006 - 2009
Education
Boston University 1990 — 1994
Boston University - School of Management 1990 — 1994
Bachelor of Business Administration (BBA), Marketing
Josh Weinstein's Morgan Stanley Experience January 2008 - January 2011
Job Vice President, Wealth Management Tools Strategy and Vision at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Bank of America Merrill Lynch May 2010 - January 2012
Morgan Stanley January 2008 - January 2011
Fidelity Investments January 2006 - January 2008
Fidelity Investments July 2004 - December 2005
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Strategic Financial..., Strategy, Investments, Financial Advisory, Competitive Analysis, Financial Services, Finance, Management, Financial Planning
Education
Boston University 2001 — 2004
MBA, International Management
University of Connecticut 1990 — 1994
BA, Business
Fidelity Investments January 2012 - Present
Bank of America Merrill Lynch May 2010 - January 2012
Morgan Stanley January 2008 - January 2011
Fidelity Investments January 2006 - January 2008
Fidelity Investments July 2004 - December 2005
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Strategic Financial..., Strategy, Investments, Financial Advisory, Competitive Analysis, Financial Services, Finance, Management, Financial Planning
Education
Boston University 2001 — 2004
MBA, International Management
University of Connecticut 1990 — 1994
BA, Business
Dan Mandel's Morgan Stanley Experience July 2010 - Present
Job
Industry Investment Banking
Experience
Morgan Stanley July 2010 - Present
GCA Savvian Advisors, LLC April 2008 - July 2010
Sony Pictures Entertainment 2003 - 2004
Toyota Financial Services 2002 - 2003
2Roam 1999 - 2001
Andersen Consulting June 1998 - December 1999
Skills
Financial Modeling, Valuation, Investment Banking, Mergers, Corporate Finance, Corporate Development, Due Diligence, Financial Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
Masters in Business Administration
University of California, Los Angeles - School of Law 2004 — 2007
Juris Doctor
Boston University 1994 — 1998
BS
Morgan Stanley July 2010 - Present
GCA Savvian Advisors, LLC April 2008 - July 2010
Sony Pictures Entertainment 2003 - 2004
Toyota Financial Services 2002 - 2003
2Roam 1999 - 2001
Andersen Consulting June 1998 - December 1999
Skills
Financial Modeling, Valuation, Investment Banking, Mergers, Corporate Finance, Corporate Development, Due Diligence, Financial Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
Masters in Business Administration
University of California, Los Angeles - School of Law 2004 — 2007
Juris Doctor
Boston University 1994 — 1998
BS
Fausto Borotto's Morgan Stanley Experience 2007 - 2007
Job Vice President at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners January 2012 - Present
Evercore Partners August 2008 - December 2011
Morgan Stanley 2007 - 2007
IBM March 2002 - August 2006
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Corporate Finance
Boston University
Università degli Studi di Padova
MS, Industrial Engineering
Evercore Partners January 2012 - Present
Evercore Partners August 2008 - December 2011
Morgan Stanley 2007 - 2007
IBM March 2002 - August 2006
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Corporate Finance
Boston University
Università degli Studi di Padova
MS, Industrial Engineering
Lyla Mannoia's Morgan Stanley Experience May 1999 - July 2001
Job Financial Services
Industry Financial Services
Experience
Mannoia Household Deaconess
Redeemer Presbyterian Church NYC July 2007 - August 2008
Aon Benfield April 2005 - March 2007
DebtTraders March 2004 - October 2004
Bear Stearns May 2002 - August 2002
Morgan Stanley May 1999 - July 2001
Sanford C. Bernstein August 1998 - April 1999
Cadwalader Wickersham and Taft May 1997 - July 1998
Skills
Capital Markets, Investments, Financial Modeling
Education
Washington University in St. Louis - Olin Business School 2001 — 2003
MBA
Boston University 1993 — 1997
BA, Philosophy
Van Nuys High School - Math/Science Magnet 1990 — 1993
HS Diploma
Mannoia Household Deaconess
Redeemer Presbyterian Church NYC July 2007 - August 2008
Aon Benfield April 2005 - March 2007
DebtTraders March 2004 - October 2004
Bear Stearns May 2002 - August 2002
Morgan Stanley May 1999 - July 2001
Sanford C. Bernstein August 1998 - April 1999
Cadwalader Wickersham and Taft May 1997 - July 1998
Skills
Capital Markets, Investments, Financial Modeling
Education
Washington University in St. Louis - Olin Business School 2001 — 2003
MBA
Boston University 1993 — 1997
BA, Philosophy
Van Nuys High School - Math/Science Magnet 1990 — 1993
HS Diploma
Jeffrey Stein, CFA's Morgan Stanley Experience 2013 - Present
Job
Industry Financial Services
Experience
Morgan Stanley 2013 - Present
Skills
Fixed Income, Derivatives, Investments, Strategy, Capital Markets, Asset Management, Finance, Financial Modeling, Financial Risk, Valuation, Management, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Boston University 1995 — 1999
BA
Morgan Stanley 2013 - Present
Skills
Fixed Income, Derivatives, Investments, Strategy, Capital Markets, Asset Management, Finance, Financial Modeling, Financial Risk, Valuation, Management, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Boston University 1995 — 1999
BA
Ade Baptista's Morgan Stanley Experience 1997 - 2001
Job Come join our growing Amazon Web Services team! Looking for Cloud Engineers and Architects.
Industry Information Technology and Services
Experience
Amazon Web Services June 2014 - Present
Sustainable Strength 2010 - Present
Pearson September 2012 - June 2014
Accenture February 2009 - September 2012
RiskMetrics Group 2004 - 2008
Wellington Management 2001 - 2004
Morgan Stanley 1997 - 2001
Skills
Capacity Planning, System Administration, High Availability, Storage Management, Solaris, Linux, Non-profits, Disaster Recovery, Storage Area Networks, Veritas Cluster Server, Veritas Volume Manager, Storage Virtualization, Team Leadership, IT Management, Project Management, Process Improvement, NetApp, Cluster, EMC Storage, Non-profit Leadership, Vendor Management, Management, Nonprofits, Cloud Computing, NAS, Data Center, Databases, SAN, Red Hat Linux, Servers, Perl, Infrastructure, Hardware, System Architecture, Unix, Enterprise Architecture, Testing, VMware, Business Continuity, Integration, Virtualization, SaaS, IT Strategy, Storage Solutions, Backup Solutions, Enterprise Storage, Storage Architecture
Education
Tufts University
Master's Degree
Boston University
Bachelor's Degree
University at Buffalo
Amazon Web Services June 2014 - Present
Sustainable Strength 2010 - Present
Pearson September 2012 - June 2014
Accenture February 2009 - September 2012
RiskMetrics Group 2004 - 2008
Wellington Management 2001 - 2004
Morgan Stanley 1997 - 2001
Skills
Capacity Planning, System Administration, High Availability, Storage Management, Solaris, Linux, Non-profits, Disaster Recovery, Storage Area Networks, Veritas Cluster Server, Veritas Volume Manager, Storage Virtualization, Team Leadership, IT Management, Project Management, Process Improvement, NetApp, Cluster, EMC Storage, Non-profit Leadership, Vendor Management, Management, Nonprofits, Cloud Computing, NAS, Data Center, Databases, SAN, Red Hat Linux, Servers, Perl, Infrastructure, Hardware, System Architecture, Unix, Enterprise Architecture, Testing, VMware, Business Continuity, Integration, Virtualization, SaaS, IT Strategy, Storage Solutions, Backup Solutions, Enterprise Storage, Storage Architecture
Education
Tufts University
Master's Degree
Boston University
Bachelor's Degree
University at Buffalo
David Arbeitel's Morgan Stanley Experience July 1992 - September 1996
Job Vice President, Product Management & Strategy
Industry Computer Software
Experience
OpenText October 2012 - Present
CA Technologies July 2007 - October 2012
Lumeta November 2002 - July 2007
ION Networks October 2001 - October 2002
Arbeitel Associates September 2000 - September 2001
Visual Networks May 2000 - August 2000
Avesta Technologies October 1996 - April 2000
Morgan Stanley July 1992 - September 1996
Amerada Hess, Shearson Lehman Hutton and RCA American Communications June 1983 - June 1992
Skills
Enterprise Software, SaaS, Cloud Computing, Product Management, Sales Enablement, Product Lifecycle..., Network Security, Start-ups, Go-to-market Strategy, IT Strategy, Enterprise Architecture, Cross-functional Team..., Security, Strategy, Product Development, Mergers & Acquisitions, Managed Services, Partner Management, Information Security, Strategic Partnerships, Business Alliances, Software Development, Entrepreneurship, Business Strategy, Computer Security, Management, Executive Management, Business Development, Solution Architecture, Virtualization, Identity Management, Professional Services, Solution Selling, Pre-sales
Education
Boston University 1985 — 1987
MS
Boston University Questrom School of Business 1985 — 1987
MBA
Stevens Institute of Technology 1979 — 1983
BE
OpenText October 2012 - Present
CA Technologies July 2007 - October 2012
Lumeta November 2002 - July 2007
ION Networks October 2001 - October 2002
Arbeitel Associates September 2000 - September 2001
Visual Networks May 2000 - August 2000
Avesta Technologies October 1996 - April 2000
Morgan Stanley July 1992 - September 1996
Amerada Hess, Shearson Lehman Hutton and RCA American Communications June 1983 - June 1992
Skills
Enterprise Software, SaaS, Cloud Computing, Product Management, Sales Enablement, Product Lifecycle..., Network Security, Start-ups, Go-to-market Strategy, IT Strategy, Enterprise Architecture, Cross-functional Team..., Security, Strategy, Product Development, Mergers & Acquisitions, Managed Services, Partner Management, Information Security, Strategic Partnerships, Business Alliances, Software Development, Entrepreneurship, Business Strategy, Computer Security, Management, Executive Management, Business Development, Solution Architecture, Virtualization, Identity Management, Professional Services, Solution Selling, Pre-sales
Education
Boston University 1985 — 1987
MS
Boston University Questrom School of Business 1985 — 1987
MBA
Stevens Institute of Technology 1979 — 1983
BE
Benjamin Blaisdell, CFA, CAIA's Morgan Stanley Experience May 2000 - May 2002
Job Managing Director and Investment Solutions Executive at US Trust
Industry Investment Management
Experience
U.S. Trust (Bank of America) March 2009 - Present
Bank of America June 2005 - March 2009
Commonwealth Financial Network January 2003 - June 2005
Morgan Stanley May 2000 - May 2002
Morgan Stanley 1998 - 2000
Skills
Quantitative Analysis, Due Diligence, Risk Management, Alternative Investments, Process Improvement, Investment Modeling, Asset Allocation, Investment Strategies, Investments, Quantitative Analytics, Valuation, Options, Investment Management, Fixed Income, Asset Managment, Wealth Management, Portfolio Management, Bloomberg, Mutual Funds, Strategic Financial..., ETFs, Bonds, Financial Advisory, Finance
Education
Boston University 1998 — 2000
B.A
Connecticut College 1996 — 1998
St. Johns Preparatory School 1992 — 1996
High School Diploma
U.S. Trust (Bank of America) March 2009 - Present
Bank of America June 2005 - March 2009
Commonwealth Financial Network January 2003 - June 2005
Morgan Stanley May 2000 - May 2002
Morgan Stanley 1998 - 2000
Skills
Quantitative Analysis, Due Diligence, Risk Management, Alternative Investments, Process Improvement, Investment Modeling, Asset Allocation, Investment Strategies, Investments, Quantitative Analytics, Valuation, Options, Investment Management, Fixed Income, Asset Managment, Wealth Management, Portfolio Management, Bloomberg, Mutual Funds, Strategic Financial..., ETFs, Bonds, Financial Advisory, Finance
Education
Boston University 1998 — 2000
B.A
Connecticut College 1996 — 1998
St. Johns Preparatory School 1992 — 1996
High School Diploma
Sharath Rao's Morgan Stanley Experience September 2011 - August 2012
Job Data Science at Instacart
Industry Computer Software
Experience
Instacart July 2015 - Present
Intent Media Inc. August 2012 - Present
Morgan Stanley September 2011 - August 2012
Yahoo! 2007 - September 2011
Carnegie Mellon University June 2005 - August 2007
Indian Institute of Science July 2003 - June 2004
Skills
Machine Learning, Hadoop, Natural Language..., Perl, Python, Data Mining, Statistics, Financial Markets, Pig, Information Retrieval, Predictive Modeling, NLP, C++, Big Data, Apache Pig, Search, Predictive Analytics, Artificial Intelligence, Statistical Modeling, Signal Processing, Software Engineering, Shell Scripting
Education
Carnegie Mellon University 2005 — 2007
Masters, Language Technologies (Computer Science)
Boston University 2004 — 2005
MS, Electrical Engineering
National Institute of Technology Karnataka 1999 — 2003
B.E, Electrical Engineering
Instacart July 2015 - Present
Intent Media Inc. August 2012 - Present
Morgan Stanley September 2011 - August 2012
Yahoo! 2007 - September 2011
Carnegie Mellon University June 2005 - August 2007
Indian Institute of Science July 2003 - June 2004
Skills
Machine Learning, Hadoop, Natural Language..., Perl, Python, Data Mining, Statistics, Financial Markets, Pig, Information Retrieval, Predictive Modeling, NLP, C++, Big Data, Apache Pig, Search, Predictive Analytics, Artificial Intelligence, Statistical Modeling, Signal Processing, Software Engineering, Shell Scripting
Education
Carnegie Mellon University 2005 — 2007
Masters, Language Technologies (Computer Science)
Boston University 2004 — 2005
MS, Electrical Engineering
National Institute of Technology Karnataka 1999 — 2003
B.E, Electrical Engineering
Jacob Rossof, CFA, FRM, PRM's Morgan Stanley Experience November 1999 - August 2001
Job Chief Risk Officer at Kettera Strategies
Industry Investment Management
Experience
Kettera Strategies April 2015 - Present
Silveus Financial, LLC December 2012 - June 2015
Origami Capital Partners, LLC February 2009 - July 2012
Man Investments September 2006 - December 2008
Guidance Capital LLC 2001 - 2006
Morgan Stanley November 1999 - August 2001
Ennis Knupp & Associates November 1996 - December 1999
Nuveen Investments 1993 - 1995
Skills
Equities, Private Equity, Hedge Funds, Investments, Alternative Investments, LBO, Asset Management, Fund Of Funds, Portfolio Management, Fixed Income, Corporate Finance, Asset Allocation, Asset Managment, Risk Management, Structured Products, Derivatives, Options, Investment Management, Investment Strategies, Capital Markets, Financial Markets, Hedging, Commodity, Trading, Equity Derivatives, Bonds, Securities, Emerging Markets
Education
Boston University 1988 — 1992
BA/MA, Economics
DePaul University
MS, Applied Mathematics
Francis W. Parker School
Kettera Strategies April 2015 - Present
Silveus Financial, LLC December 2012 - June 2015
Origami Capital Partners, LLC February 2009 - July 2012
Man Investments September 2006 - December 2008
Guidance Capital LLC 2001 - 2006
Morgan Stanley November 1999 - August 2001
Ennis Knupp & Associates November 1996 - December 1999
Nuveen Investments 1993 - 1995
Skills
Equities, Private Equity, Hedge Funds, Investments, Alternative Investments, LBO, Asset Management, Fund Of Funds, Portfolio Management, Fixed Income, Corporate Finance, Asset Allocation, Asset Managment, Risk Management, Structured Products, Derivatives, Options, Investment Management, Investment Strategies, Capital Markets, Financial Markets, Hedging, Commodity, Trading, Equity Derivatives, Bonds, Securities, Emerging Markets
Education
Boston University 1988 — 1992
BA/MA, Economics
DePaul University
MS, Applied Mathematics
Francis W. Parker School
Leslie Thomas, CFE's Morgan Stanley Experience September 2010 - Present
Job Senior Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
BDO Seidman September 2006 - September 2010
Time Warner/Time Inc September 2001 - September 2006
Skills
Sarbanes-Oxley Act, Enterprise Risk..., Project Management, Financial Analysis, Financial Reporting, Internal Controls, Risk Management, Internal Audit, Accounting, Due Diligence, Financial Modeling, Forecasting, Auditing, Finance, Financial Services, Financial Risk, Corporate Finance
Education
Boston University 2010 — 2014
Master of Business Administration (M.B.A.), Banking and Financial Services Management
LIU Post
Mercy College
Morgan Stanley September 2010 - Present
BDO Seidman September 2006 - September 2010
Time Warner/Time Inc September 2001 - September 2006
Skills
Sarbanes-Oxley Act, Enterprise Risk..., Project Management, Financial Analysis, Financial Reporting, Internal Controls, Risk Management, Internal Audit, Accounting, Due Diligence, Financial Modeling, Forecasting, Auditing, Finance, Financial Services, Financial Risk, Corporate Finance
Education
Boston University 2010 — 2014
Master of Business Administration (M.B.A.), Banking and Financial Services Management
LIU Post
Mercy College
Darin Foster's Morgan Stanley Experience 1999 - 2001
Job Partner at Foster & Moss, P.C.
Industry Law Practice
Experience
Foster & Moss, P.C. August 2012 - Present
Kennedy & Han, P.C. August 2008 - August 2012
Heard, Robins, Cloud & Lubel August 2006 - August 2008
Morgan Stanley 1999 - 2001
Skills
Litigation, Legal Research, Legal Writing, Civil Litigation, International Law, Commercial Litigation, Corporate Law, Legal Advice, Courts, Arbitration, Competition Law, Dispute Resolution, Joint Ventures
Education
The University of Texas School of Law 2002 — 2005
Doctor of Law (J.D.), Law
Central European University 2004 — 2004
Visiting Scholar, International Comparative Law
Boston University 1997 — 1999
MA, International Relations
The University of Texas at Austin
BA, Plan II Honors
Foster & Moss, P.C. August 2012 - Present
Kennedy & Han, P.C. August 2008 - August 2012
Heard, Robins, Cloud & Lubel August 2006 - August 2008
Morgan Stanley 1999 - 2001
Skills
Litigation, Legal Research, Legal Writing, Civil Litigation, International Law, Commercial Litigation, Corporate Law, Legal Advice, Courts, Arbitration, Competition Law, Dispute Resolution, Joint Ventures
Education
The University of Texas School of Law 2002 — 2005
Doctor of Law (J.D.), Law
Central European University 2004 — 2004
Visiting Scholar, International Comparative Law
Boston University 1997 — 1999
MA, International Relations
The University of Texas at Austin
BA, Plan II Honors
Kevin Gaunt's Morgan Stanley Experience 2009 - 2011
Job Private Banker at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2011 - Present
Morgan Stanley 2009 - 2011
Heidrick & Struggles 2000 - 2008
Korn/Ferry International 1998 - 2000
Education
Boston University 1993 — 1997
Harvard-Westlake 1989 — 1993
Credit Suisse 2011 - Present
Morgan Stanley 2009 - 2011
Heidrick & Struggles 2000 - 2008
Korn/Ferry International 1998 - 2000
Education
Boston University 1993 — 1997
Harvard-Westlake 1989 — 1993
Alexa Halsall's Morgan Stanley Experience 2005 - 2006
Job Technical Communications Consultant at Weight Watchers
Industry Information Technology and Services
Experience
Weight Watchers May 2014 - Present
iQor Inc. 2013 - 2014
Experian CheetahMail June 2010 - March 2013
Park Slope Civic Council January 2008 - June 2010
GoldenSource Corporation October 2006 - December 2007
Morgan Stanley 2005 - 2006
E*TRADE Financial (formerly Tradescape Corporation) 2000 - 2001
Thomson Reuters (formerly Bridge Information Systems) 1998 - 2000
Skills
Technical Writing, Software Documentation, Project Management, Databases, Business Analysis, Requirements Analysis, HTML, Visio, Knowledge Management..., Security, Agile Methodologies, Quality Assurance, SharePoint, Integration, SaaS, Analytics, Management, Content Management, Proposal Writing, Disaster Recovery, Email Marketing, Leadership, Communication, Requirements Gathering
Education
Boston University
BS, Journalism
San Francisco Art Institute
Completed studio requirements for BFA, Painting
Weight Watchers May 2014 - Present
iQor Inc. 2013 - 2014
Experian CheetahMail June 2010 - March 2013
Park Slope Civic Council January 2008 - June 2010
GoldenSource Corporation October 2006 - December 2007
Morgan Stanley 2005 - 2006
E*TRADE Financial (formerly Tradescape Corporation) 2000 - 2001
Thomson Reuters (formerly Bridge Information Systems) 1998 - 2000
Skills
Technical Writing, Software Documentation, Project Management, Databases, Business Analysis, Requirements Analysis, HTML, Visio, Knowledge Management..., Security, Agile Methodologies, Quality Assurance, SharePoint, Integration, SaaS, Analytics, Management, Content Management, Proposal Writing, Disaster Recovery, Email Marketing, Leadership, Communication, Requirements Gathering
Education
Boston University
BS, Journalism
San Francisco Art Institute
Completed studio requirements for BFA, Painting
Jane Thorn Leeson's Morgan Stanley Experience May 2000 - August 2003
Job Research Lead at L2: Business Intelligence for Digital
Industry Financial Services
Experience
L2: Business Intelligence for Digital July 2014 - Present
Keybanc Capital Markets January 2011 - June 2014
ICR Inc. February 2007 - January 2011
Jefferies & Co. April 2006 - February 2007
Wells Fargo Securities August 2004 - August 2005
Morgan Stanley May 2000 - August 2003
Skills
Alternative Investments, Banking, Capital Markets, Competitive Analysis, Corporate Finance, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Investment Banking, Investor Relations, Mergers, Private Equity, Retail, Valuation
Education
Boston University 1995 — 1999
BA, Economics
L2: Business Intelligence for Digital July 2014 - Present
Keybanc Capital Markets January 2011 - June 2014
ICR Inc. February 2007 - January 2011
Jefferies & Co. April 2006 - February 2007
Wells Fargo Securities August 2004 - August 2005
Morgan Stanley May 2000 - August 2003
Skills
Alternative Investments, Banking, Capital Markets, Competitive Analysis, Corporate Finance, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Investment Banking, Investor Relations, Mergers, Private Equity, Retail, Valuation
Education
Boston University 1995 — 1999
BA, Economics
Adam Nohava's Morgan Stanley Experience June 2005 - January 2006
Job Network Operations Command Center at Insight
Industry Information Technology and Services
Experience
Insight January 2015 - Present
ASAP MANAGEMENT November 2011 - 2014
Morgan Stanley June 2005 - January 2006
Charles Schwab June 2003 - June 2005
Skills
Portfolio Management, Management, Investments, Financial Services, Banking, Equities, Business Analysis
Education
Boston University 2006 — 2007
Banking, Corporate, Finance, and Securities Law
Mesa Community College
Network and System Administration/Administrator
Insight January 2015 - Present
ASAP MANAGEMENT November 2011 - 2014
Morgan Stanley June 2005 - January 2006
Charles Schwab June 2003 - June 2005
Skills
Portfolio Management, Management, Investments, Financial Services, Banking, Equities, Business Analysis
Education
Boston University 2006 — 2007
Banking, Corporate, Finance, and Securities Law
Mesa Community College
Network and System Administration/Administrator
Debra Flink Sonkin's Morgan Stanley Experience 1980 - 1984
Job Principal, Search Advisory Group
Industry Human Resources
Experience
Search Advisory Group 2004 - Present
Teach For America 2012 - 2013
Aperture Foundation 2010 - 2010
Geller & Company 2004 - 2009
Heidrick & Struggles 1996 - 2004
Russell Reynolds Associates 1990 - 1996
Morgan Stanley 1980 - 1984
Skills
Management, Executive Management, Management Consulting, Organizational..., Talent Management, Strategy, Mergers & Acquisitions, Start-ups, Strategic Planning, Executive Coaching, Talent Acquisition, Entrepreneurship
Education
Northeastern University - Graduate School of Business Administration 1976 — 1978
MBA, Finance
Boston University 1974 — 1976
BS, Special Education
Search Advisory Group 2004 - Present
Teach For America 2012 - 2013
Aperture Foundation 2010 - 2010
Geller & Company 2004 - 2009
Heidrick & Struggles 1996 - 2004
Russell Reynolds Associates 1990 - 1996
Morgan Stanley 1980 - 1984
Skills
Management, Executive Management, Management Consulting, Organizational..., Talent Management, Strategy, Mergers & Acquisitions, Start-ups, Strategic Planning, Executive Coaching, Talent Acquisition, Entrepreneurship
Education
Northeastern University - Graduate School of Business Administration 1976 — 1978
MBA, Finance
Boston University 1974 — 1976
BS, Special Education
Bing Xia's Morgan Stanley Experience July 2010 - Present
Job Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2010 - Present
State Street-IFS June 2007 - July 2010
Sungard-bancware 2006 - 2007
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Capital Markets, Derivatives, Hedge Funds, Investment Banking, Trading Systems, MBS, RMBS, Interest Rate..., Financial Risk, Risk Management, Credit Risk, Private Equity, Fixed Income, FX Options, Financial Markets
Education
Boston University 2004 — 2006
Master's degree, Financial Mathematics
Fudan University 2000 — 2004
BA, Finance
Middle school attached to Bei fang jiao tong University 1994 — 2000
Morgan Stanley July 2010 - Present
State Street-IFS June 2007 - July 2010
Sungard-bancware 2006 - 2007
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Capital Markets, Derivatives, Hedge Funds, Investment Banking, Trading Systems, MBS, RMBS, Interest Rate..., Financial Risk, Risk Management, Credit Risk, Private Equity, Fixed Income, FX Options, Financial Markets
Education
Boston University 2004 — 2006
Master's degree, Financial Mathematics
Fudan University 2000 — 2004
BA, Finance
Middle school attached to Bei fang jiao tong University 1994 — 2000
Dean Timpone's Morgan Stanley Experience November 2004 - April 2008
Job Director at Barclays
Industry Banking
Experience
Barclays Investment Bank July 2011 - Present
MUFG Americas October 2008 - July 2011
Dresdner Kleinwort April 2008 - October 2008
Morgan Stanley November 2004 - April 2008
HSBC Private Bank July 2003 - October 2004
Barclays Capital October 1996 - August 1998
Skills
Enterprise Risk..., Risk Management, Operational Risk..., Hedge Funds, Fixed Income, Derivatives, Banking, Market Risk, Investment Banking, Financial Modeling, Financial Services, Trading, Credit Risk, Alternative Investments, Operational Risk, Investments, Securities, Due Diligence, Trading Systems
Education
University of Wisconsin-Madison 2000 — 2003
Former Ph.D. candidate, MA, Political Science
Georgetown University 1998 — 2000
MA, Government
Boston University 1989 — 1993
BSBA, Finance
Regis High School 1985 — 1989
Barclays Investment Bank July 2011 - Present
MUFG Americas October 2008 - July 2011
Dresdner Kleinwort April 2008 - October 2008
Morgan Stanley November 2004 - April 2008
HSBC Private Bank July 2003 - October 2004
Barclays Capital October 1996 - August 1998
Skills
Enterprise Risk..., Risk Management, Operational Risk..., Hedge Funds, Fixed Income, Derivatives, Banking, Market Risk, Investment Banking, Financial Modeling, Financial Services, Trading, Credit Risk, Alternative Investments, Operational Risk, Investments, Securities, Due Diligence, Trading Systems
Education
University of Wisconsin-Madison 2000 — 2003
Former Ph.D. candidate, MA, Political Science
Georgetown University 1998 — 2000
MA, Government
Boston University 1989 — 1993
BSBA, Finance
Regis High School 1985 — 1989
Frank Nappi's Morgan Stanley Experience January 2000 - October 2002
Job Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Corporation October 2002 - Present
Morgan Stanley January 2000 - October 2002
State Street Bank June 1998 - January 2000
Skills
Business Continuity, Global Custody, Disaster Recovery, Vendor Management, Data Center, Securities Lending, Business Analysis, Project Management, Cloud Computing, IT Management, Project Delivery, Virtualization, IT Strategy, VMware, Process Improvement, IT Service Management, Financial Services, SDLC, Risk Management, ITIL, Enterprise Architecture
Education
Boston University 1986 — 1990
State Street Corporation October 2002 - Present
Morgan Stanley January 2000 - October 2002
State Street Bank June 1998 - January 2000
Skills
Business Continuity, Global Custody, Disaster Recovery, Vendor Management, Data Center, Securities Lending, Business Analysis, Project Management, Cloud Computing, IT Management, Project Delivery, Virtualization, IT Strategy, VMware, Process Improvement, IT Service Management, Financial Services, SDLC, Risk Management, ITIL, Enterprise Architecture
Education
Boston University 1986 — 1990
Hector Linares's Morgan Stanley Experience November 2004 - July 2007
Job Principal Program Manager at Microsoft
Industry Computer Software
Experience
Microsoft September 2013 - Present
Microsoft July 2009 - September 2013
Microsoft July 2007 - July 2009
Morgan Stanley November 2004 - July 2007
Deutsche Bank May 2001 - November 2004
Boston University - School of Management September 1998 - January 2002
Deutsche Bank May 2000 - September 2000
Bankers Trust May 1999 - September 1999
Ogilvy & Mather January 1998 - September 1998
Skills
Disaster Recovery, Cloud Computing, Distributed Systems, Software Documentation, Enterprise Architecture, Virtualization, Storage Area Networks, Storage Virtualization, Storage Management, Standards Development, SMI-S, Hyper-V, Software Project..., VMware, Storage, ITIL, Microsoft Technologies, Enterprise Software, Powershell, SCVMM, Software Development, PaaS, Data Center, High Availability, Architecture, Systems Management, Servers, Windows Server, IT Strategy, Solution Architecture, Windows Azure, Private Cloud, SAN, System Deployment, Server Architecture, System Architecture, VDI, Infrastructure, IT Management, Operating Systems, SaaS, Cluster
Education
Boston University 1998 — 2002
BA, Mathematics
LaGuardia High School 1994 — 1998
Brass Instruments
Microsoft September 2013 - Present
Microsoft July 2009 - September 2013
Microsoft July 2007 - July 2009
Morgan Stanley November 2004 - July 2007
Deutsche Bank May 2001 - November 2004
Boston University - School of Management September 1998 - January 2002
Deutsche Bank May 2000 - September 2000
Bankers Trust May 1999 - September 1999
Ogilvy & Mather January 1998 - September 1998
Skills
Disaster Recovery, Cloud Computing, Distributed Systems, Software Documentation, Enterprise Architecture, Virtualization, Storage Area Networks, Storage Virtualization, Storage Management, Standards Development, SMI-S, Hyper-V, Software Project..., VMware, Storage, ITIL, Microsoft Technologies, Enterprise Software, Powershell, SCVMM, Software Development, PaaS, Data Center, High Availability, Architecture, Systems Management, Servers, Windows Server, IT Strategy, Solution Architecture, Windows Azure, Private Cloud, SAN, System Deployment, Server Architecture, System Architecture, VDI, Infrastructure, IT Management, Operating Systems, SaaS, Cluster
Education
Boston University 1998 — 2002
BA, Mathematics
LaGuardia High School 1994 — 1998
Brass Instruments
Jonathan Gewirtz's Morgan Stanley Experience April 1998 - March 2004
Job Director of Finance
Industry Financial Services
Experience
Dean Ventures July 2012 - Present
Fannie Mae January 2010 - July 2012
Barclays Capital October 2005 - March 2010
Fannie Mae April 2004 - September 2005
Morgan Stanley April 1998 - March 2004
Prudential Financial April 1992 - March 1998
Skills
Capital Markets, Equities, Finance, Financial Modeling, Fixed Income, Product Control, Risk Management, Securitization, Series 7, Valuation, Bloomberg, Derivatives, Structured Products, Hedge Funds, Investment Banking, Financial Services
Education
Boston University 1986 — 1990
Bachelor of Arts, Economics
Wagner College
MBA, Finance
Dean Ventures July 2012 - Present
Fannie Mae January 2010 - July 2012
Barclays Capital October 2005 - March 2010
Fannie Mae April 2004 - September 2005
Morgan Stanley April 1998 - March 2004
Prudential Financial April 1992 - March 1998
Skills
Capital Markets, Equities, Finance, Financial Modeling, Fixed Income, Product Control, Risk Management, Securitization, Series 7, Valuation, Bloomberg, Derivatives, Structured Products, Hedge Funds, Investment Banking, Financial Services
Education
Boston University 1986 — 1990
Bachelor of Arts, Economics
Wagner College
MBA, Finance
Stephany Bushweller's Morgan Stanley Experience July 2009 - April 2012
Job Head of Short Term Credit Products at Mitsubishi UFJ Securities
Industry Banking
Experience
Mitsubishi UFJ Securities April 2014 - Present
Credit Suisse October 2012 - April 2013
Morgan Stanley July 2009 - April 2012
Merrill Lynch April 2005 - June 2009
GE Capital 2002 - 2005
Moodys Investor Services 1997 - 2002
U.S. Senator Thomas R. Carper 1991 - 1994
Skills
Investor Relations, ABS, Money Market, Asset, Marketing Strategy, Origination, Sales Origination
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Boston University 1987 — 1991
BA, Political Science and Government
Mitsubishi UFJ Securities April 2014 - Present
Credit Suisse October 2012 - April 2013
Morgan Stanley July 2009 - April 2012
Merrill Lynch April 2005 - June 2009
GE Capital 2002 - 2005
Moodys Investor Services 1997 - 2002
U.S. Senator Thomas R. Carper 1991 - 1994
Skills
Investor Relations, ABS, Money Market, Asset, Marketing Strategy, Origination, Sales Origination
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Boston University 1987 — 1991
BA, Political Science and Government
James Farrant's Morgan Stanley Experience April 2002 - March 2009
Job Senior Analyst at Mojave Capital Management LLC
Industry Investment Management
Experience
Mojave Capital Management LLC April 2009 - Present
Morgan Stanley April 2002 - March 2009
Goldman Sachs 2000 - 2002
Skills
Capital Markets, Hedge Funds, Financial Modeling, Bloomberg, Equities, Valuation, Portfolio Management, Equity Research, Alternative Investments
Education
Boston University 1996 — 2000
BSBA, Management - Concentration in Finance
Boston University Questrom School of Business 1996 — 2000
Mojave Capital Management LLC April 2009 - Present
Morgan Stanley April 2002 - March 2009
Goldman Sachs 2000 - 2002
Skills
Capital Markets, Hedge Funds, Financial Modeling, Bloomberg, Equities, Valuation, Portfolio Management, Equity Research, Alternative Investments
Education
Boston University 1996 — 2000
BSBA, Management - Concentration in Finance
Boston University Questrom School of Business 1996 — 2000
Jen Begley, CBAP's Morgan Stanley Experience February 1996 - February 2008
Job Senior Business Analyst (Consultant) at Global Investment Bank
Industry Financial Services
Experience
Global Investment Bank February 2015 - Present
orext Solutions, LLC March 2008 - Present
Deutsche Bank August 2013 - October 2014
BNY Mellon February 2013 - August 2013
Natixis North America October 2011 - February 2013
MF Global May 2011 - September 2011
PSEG May 2010 - June 2011
Morgan Stanley February 1996 - February 2008
AT&T June 1990 - January 1996
Skills
Business Analysis &..., Program Management, Quality Assurance, Production Support, SDLC, Business Intelligence, Business Analysis, Business Process, Strategy, Integration, Project Management, Testing, Data Warehousing, Analysis, Management, Data Analysis, Telecommunications, Business Requirements, Requirements Gathering, Requirements Analysis, Visio, Financial Services, Finance, Business Process..., Strategic Planning, IT Strategy, Vendor Management, Risk Management
Education
Massachusetts Institute of Technology
Spectral Estimation & Information Theory
Columbia University in the City of New York
M.S.E.E., Communication Systems
Boston University
B.S.S.E., Systems Engineering
Stevens Institute of Technology
Technology Innovation
Global Investment Bank February 2015 - Present
orext Solutions, LLC March 2008 - Present
Deutsche Bank August 2013 - October 2014
BNY Mellon February 2013 - August 2013
Natixis North America October 2011 - February 2013
MF Global May 2011 - September 2011
PSEG May 2010 - June 2011
Morgan Stanley February 1996 - February 2008
AT&T June 1990 - January 1996
Skills
Business Analysis &..., Program Management, Quality Assurance, Production Support, SDLC, Business Intelligence, Business Analysis, Business Process, Strategy, Integration, Project Management, Testing, Data Warehousing, Analysis, Management, Data Analysis, Telecommunications, Business Requirements, Requirements Gathering, Requirements Analysis, Visio, Financial Services, Finance, Business Process..., Strategic Planning, IT Strategy, Vendor Management, Risk Management
Education
Massachusetts Institute of Technology
Spectral Estimation & Information Theory
Columbia University in the City of New York
M.S.E.E., Communication Systems
Boston University
B.S.S.E., Systems Engineering
Stevens Institute of Technology
Technology Innovation
Marianne Bachynski's Morgan Stanley Experience 2000 - 2008
Job Financial Services Technology Professional
Industry Financial Services
Experience
Citigroup 2010 - Present
Morgan Stanley 2000 - 2008
Morgan Stanley 1994 - 1999
Morgan Stanley 1992 - 1994
Morgan Stanley 1986 - 1992
Skills
Equities, Financial Services, Hedge Funds, Asset Management, Investment Banking, Fixed Income, Alternative Investments, Strategy, Management, Business Analysis, Bloomberg, Securities, Portfolio Management, Equity Derivatives, Capital Markets, Trading, IT Strategy, Asset Managment, Derivatives, Financial Markets, Investment Management, Trading Systems, Equity Trading, Market Data, Electronic Trading, Business Strategy, Due Diligence, Vendor Management, Valuation, Credit Derivatives, Private Equity, Series 7, Asset Allocation, Finance, Project Management, Program Management, Agile Methodologies, Data Analysis, Data Mining
Education
Massachusetts Institute of Technology
Certified, Tackling the Challenges of Big Data
Queen's University
BA, Biology and Economics
Harvard University
Accounting and Finance
Boston University
Computer Sciences
Citigroup 2010 - Present
Morgan Stanley 2000 - 2008
Morgan Stanley 1994 - 1999
Morgan Stanley 1992 - 1994
Morgan Stanley 1986 - 1992
Skills
Equities, Financial Services, Hedge Funds, Asset Management, Investment Banking, Fixed Income, Alternative Investments, Strategy, Management, Business Analysis, Bloomberg, Securities, Portfolio Management, Equity Derivatives, Capital Markets, Trading, IT Strategy, Asset Managment, Derivatives, Financial Markets, Investment Management, Trading Systems, Equity Trading, Market Data, Electronic Trading, Business Strategy, Due Diligence, Vendor Management, Valuation, Credit Derivatives, Private Equity, Series 7, Asset Allocation, Finance, Project Management, Program Management, Agile Methodologies, Data Analysis, Data Mining
Education
Massachusetts Institute of Technology
Certified, Tackling the Challenges of Big Data
Queen's University
BA, Biology and Economics
Harvard University
Accounting and Finance
Boston University
Computer Sciences
Debra Flink Sonkin's Morgan Stanley Experience 1980 - 1984
Job Principal, Search Advisory Group
Industry Management Consulting
Experience
Search Advisory Group 2004 - Present
Teach For America 2012 - 2013
Aperture Foundation 2010 - 2010
Geller & Company 2004 - 2009
Heidrick & Struggles 1996 - 2004
Russell Reynolds Associates 1990 - 1996
Morgan Stanley 1980 - 1984
Skills
Executive Search, Consulting
Education
Northeastern University - Graduate School of Business Administration 1979 — 1980
MBA
Boston University 1974 — 1976
BS
Search Advisory Group 2004 - Present
Teach For America 2012 - 2013
Aperture Foundation 2010 - 2010
Geller & Company 2004 - 2009
Heidrick & Struggles 1996 - 2004
Russell Reynolds Associates 1990 - 1996
Morgan Stanley 1980 - 1984
Skills
Executive Search, Consulting
Education
Northeastern University - Graduate School of Business Administration 1979 — 1980
MBA
Boston University 1974 — 1976
BS
James Haiar's Morgan Stanley Experience July 2006 - December 2008
Job Technical Team Lead at Charles River Development
Industry Financial Services
Experience
Charles River Development January 2009 - Present
Morgan Stanley July 2006 - December 2008
MIT Lincoln Labs February 2002 - May 2006
Nortel Networks July 2000 - September 2001
Lockheed Martin 1997 - 2000
Skills
Computer Science, Mathematics, Java, C#, SDLC, C++, Agile Methodologies, Software Engineering, Eclipse, Web Services, Software Development, Perl, Java Enterprise Edition, Software Design
Education
Boston University 2000 — 2003
MS, Computer Science
The University of Kansas 1993 — 1997
BS, Computer Science
The University of Kansas 1993 — 1997
BS, Mathematics
Charles River Development January 2009 - Present
Morgan Stanley July 2006 - December 2008
MIT Lincoln Labs February 2002 - May 2006
Nortel Networks July 2000 - September 2001
Lockheed Martin 1997 - 2000
Skills
Computer Science, Mathematics, Java, C#, SDLC, C++, Agile Methodologies, Software Engineering, Eclipse, Web Services, Software Development, Perl, Java Enterprise Edition, Software Design
Education
Boston University 2000 — 2003
MS, Computer Science
The University of Kansas 1993 — 1997
BS, Computer Science
The University of Kansas 1993 — 1997
BS, Mathematics
Jill Greenberg Jenik's Morgan Stanley Experience May 2013 - Present
Job Vice President, Private Banking
Industry Banking
Experience
Morgan Stanley May 2013 - Present
Baytree National Bank & Trust Co. August 2012 - May 2013
MB Financial Bank November 2006 - December 2011
Oakbrook Bank (Chicago Private Bank) - Purchased by MB 2006 September 2005 - November 2006
LaSalle Bank January 1994 - September 2005
AllSource Mortgage March 1993 - February 1994
The Cosmopolitan Bank & Trust September 1989 - March 1993
The Severin Group/Gucci Timepieces January 1988 - September 1989
Skills
Series 7, Credit Analysis, Customer Service, Commercial Banking, Lines Of Credit, Commercial Lending, Small Business, Relationship Management, Wealth Management..., Mortgage Banking, Cross Selling, Residential Mortgages, Series 63
Education
Boston University
Liberal Arts
Northeastern Illinois University
Bachelors, Liberal Arts
Morgan Stanley May 2013 - Present
Baytree National Bank & Trust Co. August 2012 - May 2013
MB Financial Bank November 2006 - December 2011
Oakbrook Bank (Chicago Private Bank) - Purchased by MB 2006 September 2005 - November 2006
LaSalle Bank January 1994 - September 2005
AllSource Mortgage March 1993 - February 1994
The Cosmopolitan Bank & Trust September 1989 - March 1993
The Severin Group/Gucci Timepieces January 1988 - September 1989
Skills
Series 7, Credit Analysis, Customer Service, Commercial Banking, Lines Of Credit, Commercial Lending, Small Business, Relationship Management, Wealth Management..., Mortgage Banking, Cross Selling, Residential Mortgages, Series 63
Education
Boston University
Liberal Arts
Northeastern Illinois University
Bachelors, Liberal Arts
Jason Noble's Morgan Stanley Experience 2001 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2001 - Present
Education
Boston University 1997 — 2001
BS, Business Administration
Morgan Stanley 2001 - Present
Education
Boston University 1997 — 2001
BS, Business Administration
Susan Knobl's Morgan Stanley Experience September 2000 - June 2002
Job Principal/Owner at Knobl & Associates
Industry Management Consulting
Experience
Knobl & Associates September 2014 - Present
Brillient Corporation April 2013 - September 2014
Knobl & Associates July 2012 - March 2013
Data Tactics Corporation February 2011 - July 2012
SET Corporation, an SAIC Company July 2009 - March 2011
Knobl & Associates February 2008 - June 2009
The American Israel Public Affairs Committee (AIPAC) October 2005 - February 2008
The Madeira School February 2004 - October 2005
Syndicated Capital, Inc. September 2002 - February 2004
Morgan Stanley September 2000 - June 2002
Skills
Benefit Plan..., Change Management, Leadership Development, Employee Relations, Employee Benefits, Performance Management, Organizational..., Recruiting, Employee Training, Deferred Compensation, Benefits Administration, Training, Applicant Tracking..., Talent Acquisition, Sourcing, Human Resources, Talent Management, Strategic Planning, Personnel Management, New Hire Orientations, Leadership, Strategy, Interviews, Policy, Program Management, Hiring, Performance Appraisal, Management, Temporary Placement, Consulting, Onboarding, Job Descriptions, Executive Management, Employee Engagement, Culture Change
Education
Boston University
B.S., Education
National Louis University
M.S., Management and Business
University of Pennsylvania
CEBS, Employee Benefits
Knobl & Associates September 2014 - Present
Brillient Corporation April 2013 - September 2014
Knobl & Associates July 2012 - March 2013
Data Tactics Corporation February 2011 - July 2012
SET Corporation, an SAIC Company July 2009 - March 2011
Knobl & Associates February 2008 - June 2009
The American Israel Public Affairs Committee (AIPAC) October 2005 - February 2008
The Madeira School February 2004 - October 2005
Syndicated Capital, Inc. September 2002 - February 2004
Morgan Stanley September 2000 - June 2002
Skills
Benefit Plan..., Change Management, Leadership Development, Employee Relations, Employee Benefits, Performance Management, Organizational..., Recruiting, Employee Training, Deferred Compensation, Benefits Administration, Training, Applicant Tracking..., Talent Acquisition, Sourcing, Human Resources, Talent Management, Strategic Planning, Personnel Management, New Hire Orientations, Leadership, Strategy, Interviews, Policy, Program Management, Hiring, Performance Appraisal, Management, Temporary Placement, Consulting, Onboarding, Job Descriptions, Executive Management, Employee Engagement, Culture Change
Education
Boston University
B.S., Education
National Louis University
M.S., Management and Business
University of Pennsylvania
CEBS, Employee Benefits
Joe San Pietro's Morgan Stanley Experience January 1996 - September 1998
Job Social Data Analytics Strategist
Industry Marketing and Advertising
Experience
Brandtastic March 2010 - Present
ClientsFirst Consulting March 2012 - February 2014
Aerovest March 2008 - June 2010
Wells Fargo Securities April 2006 - May 2007
Definitiv Group May 2004 - April 2006
Stephens Inc. April 2002 - September 2003
Kleinwort Benson September 1998 - November 2001
Morgan Stanley January 1996 - September 1998
Skills
Web Analytics, Digital Marketing, Market Research, Strategy, Competitive Intelligence, Social Media Marketing, SEO, Business Development, Strategic Consulting, Marketing, Strategic Planning, Google Analytics, SQL
Education
Full Sail University 2010 — 2011
M.S., Internet/Integrated Marketing
Boston University
B.A., University Scholar, Comparative Political Change
Brandtastic March 2010 - Present
ClientsFirst Consulting March 2012 - February 2014
Aerovest March 2008 - June 2010
Wells Fargo Securities April 2006 - May 2007
Definitiv Group May 2004 - April 2006
Stephens Inc. April 2002 - September 2003
Kleinwort Benson September 1998 - November 2001
Morgan Stanley January 1996 - September 1998
Skills
Web Analytics, Digital Marketing, Market Research, Strategy, Competitive Intelligence, Social Media Marketing, SEO, Business Development, Strategic Consulting, Marketing, Strategic Planning, Google Analytics, SQL
Education
Full Sail University 2010 — 2011
M.S., Internet/Integrated Marketing
Boston University
B.A., University Scholar, Comparative Political Change
Chris Caton's Morgan Stanley Experience April 2009 - November 2012
Job Vice President, Global Head of Research at Prologis
Industry Real Estate
Experience
Prologis December 2012 - Present
Morgan Stanley April 2009 - November 2012
Morgan Stanley February 2005 - April 2009
Torto Wheaton Research October 2003 - February 2005
Skills
Econometrics, Real Estate, Macroeconomics, Debt Restructuring, Financial Research, Equity Research, Financial Modeling, Capital Markets, Equities, Real Estate Private..., Valuation, Portfolio Management, Equity Valuation, DCF, Real Estate Economics, Financial Analysis, Alternative Investments, Asset Allocation, Economics, Real Estate Financing, Commercial Real Estate, Investment Strategies, Investment Banking, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
Boston University 2002 — 2003
MA, Economics
University of Puget Sound 1998 — 2002
BS, Mathematics, Economics
Prologis December 2012 - Present
Morgan Stanley April 2009 - November 2012
Morgan Stanley February 2005 - April 2009
Torto Wheaton Research October 2003 - February 2005
Skills
Econometrics, Real Estate, Macroeconomics, Debt Restructuring, Financial Research, Equity Research, Financial Modeling, Capital Markets, Equities, Real Estate Private..., Valuation, Portfolio Management, Equity Valuation, DCF, Real Estate Economics, Financial Analysis, Alternative Investments, Asset Allocation, Economics, Real Estate Financing, Commercial Real Estate, Investment Strategies, Investment Banking, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
Boston University 2002 — 2003
MA, Economics
University of Puget Sound 1998 — 2002
BS, Mathematics, Economics
Greg Deutsch's Morgan Stanley Experience February 1993 - October 1994
Job Executive Underwriter at Allianz Global Corporate & Specialty (AGCS)
Industry Insurance
Experience
Allianz Global Corporate & Specialty (AGCS) May 2013 - Present
Marsh November 2002 - March 2013
Marsh USA, Inc November 2002 - March 2013
Willis October 1995 - November 2002
Willis of New York, Inc October 1995 - November 2002
JPMorgan Chase October 1994 - October 1995
J.P. Morgan Securities, Inc October 1994 - October 1995
Morgan Stanley February 1993 - October 1994
Morgan Stanley & Company February 1993 - October 1994
Skills
Property & Casualty..., Insurance, Underwriting, Risk Management, Insurance Brokerage, Brokers, Commercial Insurance, Liability, Claims Management, Claim, Reinsurance, General Insurance, Casualty, Negotiation, Portfolio Management, New Business Development, Financial Risk, Contract Negotiation, Team Leadership, Professional Liability, Commercial Lines, Property, D&O, Employment Practices..., Excess, Property Management
Education
St. John's School of Risk Management 1996 — 1999
MBA, Financial Management of Risk
St. John's School of Risk Management (formerly the College of Insurance) 1996 — 1999
M.B.A, Financial Management of Risk
Boston University 1988 — 1992
BS, Journalism
Boston University, College of Communications 1988 — 1992
B.S, Journalism
Allianz Global Corporate & Specialty (AGCS) May 2013 - Present
Marsh November 2002 - March 2013
Marsh USA, Inc November 2002 - March 2013
Willis October 1995 - November 2002
Willis of New York, Inc October 1995 - November 2002
JPMorgan Chase October 1994 - October 1995
J.P. Morgan Securities, Inc October 1994 - October 1995
Morgan Stanley February 1993 - October 1994
Morgan Stanley & Company February 1993 - October 1994
Skills
Property & Casualty..., Insurance, Underwriting, Risk Management, Insurance Brokerage, Brokers, Commercial Insurance, Liability, Claims Management, Claim, Reinsurance, General Insurance, Casualty, Negotiation, Portfolio Management, New Business Development, Financial Risk, Contract Negotiation, Team Leadership, Professional Liability, Commercial Lines, Property, D&O, Employment Practices..., Excess, Property Management
Education
St. John's School of Risk Management 1996 — 1999
MBA, Financial Management of Risk
St. John's School of Risk Management (formerly the College of Insurance) 1996 — 1999
M.B.A, Financial Management of Risk
Boston University 1988 — 1992
BS, Journalism
Boston University, College of Communications 1988 — 1992
B.S, Journalism
Art Bellis's Morgan Stanley Experience October 2008 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2008 - Present
Citi 1997 - 2008
Schroders 1994 - 1997
Skills
Series 7, Equities, Fixed Income, Investments, Wealth Management, Equity Derivatives, Structured Products, Options Strategies, Series 24, Risk Management, Marketing Communications, Project Management, Product Development, Committees, Financial Risk, FINRA, Financial Structuring
Education
Boston University
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Boston University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Morgan Stanley October 2008 - Present
Citi 1997 - 2008
Schroders 1994 - 1997
Skills
Series 7, Equities, Fixed Income, Investments, Wealth Management, Equity Derivatives, Structured Products, Options Strategies, Series 24, Risk Management, Marketing Communications, Project Management, Product Development, Committees, Financial Risk, FINRA, Financial Structuring
Education
Boston University
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Boston University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Celeste Davis's Morgan Stanley Experience 1997 - 2007
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2007 - Present
Morgan Stanley 1997 - 2007
Education
Boston University
Bachelor of Science (BS), Business Administration and Management, General
University of Southern California - Marshall School of Business
MBA, Business
RBC Capital Markets August 2007 - Present
Morgan Stanley 1997 - 2007
Education
Boston University
Bachelor of Science (BS), Business Administration and Management, General
University of Southern California - Marshall School of Business
MBA, Business
Gilberto Hernandez's Morgan Stanley Experience March 2010 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2010 - Present
Mantara August 2009 - March 2010
Goldman Sachs February 2007 - November 2008
Goldman Sachs September 2004 - February 2007
Goldman Sachs April 1999 - September 2004
Skills
Electronic Trading
Education
Boston University 1989 — 1993
BA, Biology
Morgan Stanley March 2010 - Present
Mantara August 2009 - March 2010
Goldman Sachs February 2007 - November 2008
Goldman Sachs September 2004 - February 2007
Goldman Sachs April 1999 - September 2004
Skills
Electronic Trading
Education
Boston University 1989 — 1993
BA, Biology
Elaine Gampel's Morgan Stanley Experience 1989 - 2007
Job Senior Vice President at UBS Financial`
Industry Financial Services
Experience
UBS Financial` February 2007 - Present
Morgan Stanley 1989 - 2007
Paine Webber 1977 - 1989
Ansonia CT Public Schools 1972 - 1977
Education
Boston University
Bachelor of Science (BS), Special Education and Teaching
Southern Connecticut State University
Master's degree, Counselor Education/School Counseling and Guidance Services
UBS Financial` February 2007 - Present
Morgan Stanley 1989 - 2007
Paine Webber 1977 - 1989
Ansonia CT Public Schools 1972 - 1977
Education
Boston University
Bachelor of Science (BS), Special Education and Teaching
Southern Connecticut State University
Master's degree, Counselor Education/School Counseling and Guidance Services
Joseph Tam's Morgan Stanley Experience January 2012 - July 2013
Job Risk Reporting and Analytics
Industry Financial Services
Experience
Citi April 2015 - Present
J.P. Morgan September 2013 - April 2015
Morgan Stanley January 2012 - July 2013
Morgan Stanley November 2009 - January 2012
Deutsche Bank June 2006 - September 2009
RBC June 2005 - August 2005
RBC June 2004 - August 2004
Education
Boston University 2002 — 2006
BS, Finance
PS 154
Citi April 2015 - Present
J.P. Morgan September 2013 - April 2015
Morgan Stanley January 2012 - July 2013
Morgan Stanley November 2009 - January 2012
Deutsche Bank June 2006 - September 2009
RBC June 2005 - August 2005
RBC June 2004 - August 2004
Education
Boston University 2002 — 2006
BS, Finance
PS 154
Kevinraj Bhatia's Morgan Stanley Experience September 2011 - August 2014
Job Regulatory Reporting
Industry Law Practice
Experience
AQR Capital Management September 2014 - Present
Morgan Stanley September 2011 - August 2014
Central Park Group January 2011 - April 2011
BLS Legal Services September 2010 - April 2011
US Securities and Exchange Commission June 2010 - August 2010
Calypso Capital September 2009 - May 2010
FINRA May 2009 - July 2009
Federal district court EDNY February 2009 - May 2009
Education
Brooklyn Law School 2008 — 2011
J.D.
Boston University 2003 — 2007
BSBA, Finance
AQR Capital Management September 2014 - Present
Morgan Stanley September 2011 - August 2014
Central Park Group January 2011 - April 2011
BLS Legal Services September 2010 - April 2011
US Securities and Exchange Commission June 2010 - August 2010
Calypso Capital September 2009 - May 2010
FINRA May 2009 - July 2009
Federal district court EDNY February 2009 - May 2009
Education
Brooklyn Law School 2008 — 2011
J.D.
Boston University 2003 — 2007
BSBA, Finance
Jenny Cheng's Morgan Stanley Experience August 2007 - November 2008
Job Senior Merchandise Planner at Bonobos
Industry Retail
Experience
Bonobos June 2014 - Present
ANN INC. July 2012 - May 2014
ANN INC. January 2011 - July 2012
ANN INC. October 2009 - December 2010
Morgan Stanley August 2007 - November 2008
Skills
Trend Analysis, Retail, Forecasting, Microsoft Excel, Financial Modeling, Project Planning, Merchandising, Competitive Analysis, PowerPoint, Apparel, Data Analysis, Analysis, Sales, Marketing, Inventory Management, Market Research, Fashion, Marketing Strategy, E-commerce, Management, Visual Merchandising, Merchandise Planning
Education
Wellesley College 2003 — 2007
B.A., Economics
Boston Latin School 1997 — 2003
High School
Bonobos June 2014 - Present
ANN INC. July 2012 - May 2014
ANN INC. January 2011 - July 2012
ANN INC. October 2009 - December 2010
Morgan Stanley August 2007 - November 2008
Skills
Trend Analysis, Retail, Forecasting, Microsoft Excel, Financial Modeling, Project Planning, Merchandising, Competitive Analysis, PowerPoint, Apparel, Data Analysis, Analysis, Sales, Marketing, Inventory Management, Market Research, Fashion, Marketing Strategy, E-commerce, Management, Visual Merchandising, Merchandise Planning
Education
Wellesley College 2003 — 2007
B.A., Economics
Boston Latin School 1997 — 2003
High School
Jill Holton's Morgan Stanley Experience 1994 - 2006
Job Vice President at BNY Mellon Capital Markets
Industry Banking
Experience
BNY Mellon Capital Markets June 2012 - Present
Financial Northeastern 2006 - Present
Financial Northeastern Companies 2006 - May 2012
BNY Mellon 2012 - 2012
Morgan Stanley 1994 - 2006
Skills
Fixed Income, Series 7, Capital Markets, Series 63, Securities, Portfolio Management, Banking, Bonds, Investments, Trading, Interest Rate Risk..., Series 24
Education
Boston University 1990 — 1993
Master of Science in Administration
Boston University 1986 — 1990
BNY Mellon Capital Markets June 2012 - Present
Financial Northeastern 2006 - Present
Financial Northeastern Companies 2006 - May 2012
BNY Mellon 2012 - 2012
Morgan Stanley 1994 - 2006
Skills
Fixed Income, Series 7, Capital Markets, Series 63, Securities, Portfolio Management, Banking, Bonds, Investments, Trading, Interest Rate Risk..., Series 24
Education
Boston University 1990 — 1993
Master of Science in Administration
Boston University 1986 — 1990
Jennifer Kommatas's Morgan Stanley Experience May 2006 - May 2007
Job Associate at JP Morgan
Industry Financial Services
Experience
JP Morgan July 2007 - February 2011
Morgan Stanley May 2006 - May 2007
Deutsche Bank October 2003 - May 2006
Goldman Sachs May 2000 - October 2003
Skills
Cash Management, Prime Brokerage, Equities, Trading, Equity Derivatives, Financial Services, Fixed Income, Series 7, Funding, Bloomberg, Middle Office, Securities, Hedge Funds, Derivatives
Education
Boston University 1996 — 2000
Bachelor of Science, Broadcast Journalism
Iolani School 1990 — 1996
JP Morgan July 2007 - February 2011
Morgan Stanley May 2006 - May 2007
Deutsche Bank October 2003 - May 2006
Goldman Sachs May 2000 - October 2003
Skills
Cash Management, Prime Brokerage, Equities, Trading, Equity Derivatives, Financial Services, Fixed Income, Series 7, Funding, Bloomberg, Middle Office, Securities, Hedge Funds, Derivatives
Education
Boston University 1996 — 2000
Bachelor of Science, Broadcast Journalism
Iolani School 1990 — 1996
Damian Fuah's Morgan Stanley Experience 1994 - 1997
Job Independent Investor
Industry Investment Management
Experience
DF Development Corp. September 2008 - Present
Lehman Brothers 1997 - 2008
Morgan Stanley 1994 - 1997
Central Intelligence Agency 1990 - 1993
Ford Foundation 1984 - 1990
US Navy 1978 - 1980
Skills
Asset Managment, Alternative Investments, Equities, Fixed Income, Capital Markets, Trading, Investments
Education
Boston University 1980 — 1984
BA, Dramatic Literature
Newton North High School 1974 — 1978
Diploma
DF Development Corp. September 2008 - Present
Lehman Brothers 1997 - 2008
Morgan Stanley 1994 - 1997
Central Intelligence Agency 1990 - 1993
Ford Foundation 1984 - 1990
US Navy 1978 - 1980
Skills
Asset Managment, Alternative Investments, Equities, Fixed Income, Capital Markets, Trading, Investments
Education
Boston University 1980 — 1984
BA, Dramatic Literature
Newton North High School 1974 — 1978
Diploma
Rea Dado's Morgan Stanley Experience August 2014 - Present
Job Exotics Product Controller
Industry Banking
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley August 2013 - August 2014
Morgan Stanley June 2012 - August 2013
Morgan Stanley June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
State Street Bank and Trust June 2008 - August 2008
Harvard Prevention Research Center October 2007 - May 2008
Skills
Bloomberg
Education
New York University, College of Arts and Sciences 2008 — 2012
Bachelor of Arts, Economics
Boston Latin School 2002 — 2008
College Preparatory
Morgan Stanley August 2014 - Present
Morgan Stanley August 2013 - August 2014
Morgan Stanley June 2012 - August 2013
Morgan Stanley June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
State Street Bank and Trust June 2008 - August 2008
Harvard Prevention Research Center October 2007 - May 2008
Skills
Bloomberg
Education
New York University, College of Arts and Sciences 2008 — 2012
Bachelor of Arts, Economics
Boston Latin School 2002 — 2008
College Preparatory
Laurin Starck, CFA's Morgan Stanley Experience May 2002 - August 2004
Job Regional Consultant at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2009 - April 2015
Citigroup Global Capital Markets March 2007 - May 2009
Dorchester Capital Advisors August 2004 - March 2007
Morgan Stanley May 2002 - August 2004
CIBC Oppenheimer September 2001 - February 2002
Skills
Hedge Funds, Equities, Trading, Institutional Investors, Investment Advisory, Business Strategy, Investments, Institutional..., Series 7, ETFs
Education
Boston University 1997 — 2001
B.S., Business Administration, Concentration Finance
Boston University 1997 — 2001
Goldman Sachs September 2009 - April 2015
Citigroup Global Capital Markets March 2007 - May 2009
Dorchester Capital Advisors August 2004 - March 2007
Morgan Stanley May 2002 - August 2004
CIBC Oppenheimer September 2001 - February 2002
Skills
Hedge Funds, Equities, Trading, Institutional Investors, Investment Advisory, Business Strategy, Investments, Institutional..., Series 7, ETFs
Education
Boston University 1997 — 2001
B.S., Business Administration, Concentration Finance
Boston University 1997 — 2001
Christopher Blanker's Morgan Stanley Experience 2000 - 2007
Job Director, Internal Communications, KPMG
Industry Writing and Editing
Experience
KPMG October 2007 - Present
Morgan Stanley 2000 - 2007
Long Island University, Eugene Lang College, College of Mount St. Vincent 1996 - 1999
Education
Graduate Faculty, New School for Social Research 1992 — 1996
M.A., Philosophy
Boston University 1987 — 1991
B.A., Political Science and Government
KPMG October 2007 - Present
Morgan Stanley 2000 - 2007
Long Island University, Eugene Lang College, College of Mount St. Vincent 1996 - 1999
Education
Graduate Faculty, New School for Social Research 1992 — 1996
M.A., Philosophy
Boston University 1987 — 1991
B.A., Political Science and Government
Ao Li's Morgan Stanley Experience September 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Boston University July 2013 - May 2014
Boston University January 2009 - May 2013
China Merchants Bank January 2007 - January 2007
Skills
Stata, Econometrics, Quantitative Analytics, Economics, Microeconomics, Data Analysis, Microsoft Office, Matlab, Statistics, Statistical Modeling, Microsoft Excel
Education
Peking University 2004 — 2008
BA, Economics
University of California, Berkeley
Boston University 2008 — 2015
PhD, Economics
Morgan Stanley September 2014 - Present
Boston University July 2013 - May 2014
Boston University January 2009 - May 2013
China Merchants Bank January 2007 - January 2007
Skills
Stata, Econometrics, Quantitative Analytics, Economics, Microeconomics, Data Analysis, Microsoft Office, Matlab, Statistics, Statistical Modeling, Microsoft Excel
Education
Peking University 2004 — 2008
BA, Economics
University of California, Berkeley
Boston University 2008 — 2015
PhD, Economics
Kenric Tom, PMP, CSM's Morgan Stanley Experience April 2010 - May 2011
Job
Industry Management Consulting
Experience
Navigant July 2013 - Present
Avon Products May 2011 - July 2013
Morgan Stanley April 2010 - May 2011
Citigroup November 2007 - April 2010
Citigroup October 2005 - November 2007
Citigroup August 2004 - October 2005
City Year September 2004 - June 2005
Skills
Program Management, Business Analysis, Project Management, Process Improvement, Business Process..., Training, Performance Management, SDLC, Risk Management, Vendor Management, Change Management, Cross-functional Team..., Management
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance and Marketing
Boston University 1999 — 2003
BA, Economics and Psychology
Navigant July 2013 - Present
Avon Products May 2011 - July 2013
Morgan Stanley April 2010 - May 2011
Citigroup November 2007 - April 2010
Citigroup October 2005 - November 2007
Citigroup August 2004 - October 2005
City Year September 2004 - June 2005
Skills
Program Management, Business Analysis, Project Management, Process Improvement, Business Process..., Training, Performance Management, SDLC, Risk Management, Vendor Management, Change Management, Cross-functional Team..., Management
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance and Marketing
Boston University 1999 — 2003
BA, Economics and Psychology
Kelann Stirling's Morgan Stanley Experience January 2010 - January 2011
Job Director & Corporate Counsel at InterGen
Industry Law Practice
Experience
InterGen August 2014 - Present
Latham & Watkins February 2011 - July 2014
Morgan Stanley January 2010 - January 2011
Skadden Arps April 2006 - January 2011
U.S. Court of Appeals September 2004 - August 2005
Skills
Banking, Energy, Project Finance, Structured Finance, Mergers & Acquisitions, Cross-border..., Corporate Governance
Education
Cornell Law School 2001 — 2004
JD
Boston University 1997 — 2001
BA
InterGen August 2014 - Present
Latham & Watkins February 2011 - July 2014
Morgan Stanley January 2010 - January 2011
Skadden Arps April 2006 - January 2011
U.S. Court of Appeals September 2004 - August 2005
Skills
Banking, Energy, Project Finance, Structured Finance, Mergers & Acquisitions, Cross-border..., Corporate Governance
Education
Cornell Law School 2001 — 2004
JD
Boston University 1997 — 2001
BA
Irene Trantas's Morgan Stanley Experience February 2001 - August 2005
Job Personal Trainer at Town Sports International
Industry Health, Wellness and Fitness
Experience
Town Sports International July 2005 - Present
Town Sports International 2007 - 2009
Intrepid Theatre Company February 2002 - August 2006
Morgan Stanley February 2001 - August 2005
Skills
Acting, Kettlebells, Training, Corrective Exercise, Social Media, Rehabilitation, Community Outreach, Fitness, Fundraising, Personal Training, Fitness Instruction, NASM, Fitness Training, Weight Training, Strength Training
Education
Boston University 1994 — 1998
Bachelor of Arts and Sciences, Psychology
Town Sports International July 2005 - Present
Town Sports International 2007 - 2009
Intrepid Theatre Company February 2002 - August 2006
Morgan Stanley February 2001 - August 2005
Skills
Acting, Kettlebells, Training, Corrective Exercise, Social Media, Rehabilitation, Community Outreach, Fitness, Fundraising, Personal Training, Fitness Instruction, NASM, Fitness Training, Weight Training, Strength Training
Education
Boston University 1994 — 1998
Bachelor of Arts and Sciences, Psychology
Boris Opacic's Morgan Stanley Experience June 2013 - August 2013
Job /\
Industry Marketing and Advertising
Experience
Saatchi & Saatchi Wellness March 2014 - July 2014
Morgan Stanley June 2013 - August 2013
Arnold Worldwide June 2012 - August 2012
Skills
Art Direction, Graphic Design, Advertising, Concept Development, Commercial Piloting, Frying, Table Tennis, Illustrator
Education
VCU Brandcenter 2014 — 2016
Cornell University 2010 — 2013
Boston University 2009 — 2010
Saatchi & Saatchi Wellness March 2014 - July 2014
Morgan Stanley June 2013 - August 2013
Arnold Worldwide June 2012 - August 2012
Skills
Art Direction, Graphic Design, Advertising, Concept Development, Commercial Piloting, Frying, Table Tennis, Illustrator
Education
VCU Brandcenter 2014 — 2016
Cornell University 2010 — 2013
Boston University 2009 — 2010
Adam Mastroianni's Morgan Stanley Experience August 2011 - December 2011
Job Data Analyst at comScore, Inc.
Industry Research
Experience
Shinshi-Fuku & Fujin-Fuku May 2015 - Present
comScore, Inc. March 2014 - Present
Fiksu April 2012 - October 2012
Morgan Stanley August 2011 - December 2011
Compete, Inc. December 2010 - August 2011
Boston University May 2009 - September 2009
Skills
Statistics, Analysis, Data Analysis, Financial Analysis, Econometrics, Stata, Regression Analysis, Data Mining, Microsoft Excel, Economics, Research, Financial Modeling, Analytics, Python, MySQL, Microsoft SQL Server, Greenplum, PostgreSQL, Photography, Fashion Writing
Education
Boston University
Bachelors of Arts, Economics: Economics and Finance
Shinshi-Fuku & Fujin-Fuku May 2015 - Present
comScore, Inc. March 2014 - Present
Fiksu April 2012 - October 2012
Morgan Stanley August 2011 - December 2011
Compete, Inc. December 2010 - August 2011
Boston University May 2009 - September 2009
Skills
Statistics, Analysis, Data Analysis, Financial Analysis, Econometrics, Stata, Regression Analysis, Data Mining, Microsoft Excel, Economics, Research, Financial Modeling, Analytics, Python, MySQL, Microsoft SQL Server, Greenplum, PostgreSQL, Photography, Fashion Writing
Education
Boston University
Bachelors of Arts, Economics: Economics and Finance
Jeanie Park (Yim)'s Morgan Stanley Experience March 2005 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2005 - Present
JP Morgan Chase November 2003 - March 2005
Archon Group, subsidiary of Goldman Sachs June 2001 - July 2003
Skills
Microsoft Office, Financial Analysis, Data Analysis, Executive Reporting, Cost Reporting, Financial Modeling
Education
Boston University 1998 — 2001
Bachelors, Finance
Morgan Stanley March 2005 - Present
JP Morgan Chase November 2003 - March 2005
Archon Group, subsidiary of Goldman Sachs June 2001 - July 2003
Skills
Microsoft Office, Financial Analysis, Data Analysis, Executive Reporting, Cost Reporting, Financial Modeling
Education
Boston University 1998 — 2001
Bachelors, Finance
Jonathan Jacobs's Morgan Stanley Experience October 2011 - January 2012
Job Associate at MidCap Financial
Industry Banking
Experience
MidCap Financial June 2014 - Present
England & Company February 2012 - June 2014
Morgan Stanley October 2011 - January 2012
Private Tutor January 2007 - November 2011
Columbia University June 2011 - August 2011
Institut Hospitalier Franco-Britannique March 2010 - May 2010
Memorial Sloan Kettering Cancer Center May 2009 - August 2009
Skills
Proficient in French, Financial Accounting, Microsoft Office, Laboratory Research, Microsoft CRM, Capital IQ, Loan IQ, Loans, Laboratory, Corporate Finance, Financial Modeling, Economics, Data Analysis, Financial Analysis, Valuation, Finance, Private Equity, Bloomberg
Education
The Johns Hopkins University 2007 — 2011
B.A., International Studies, Pre-Med
Boston University 2010 — 2010
Paris Internship Program
Irvington High School 2003 — 2009
MidCap Financial June 2014 - Present
England & Company February 2012 - June 2014
Morgan Stanley October 2011 - January 2012
Private Tutor January 2007 - November 2011
Columbia University June 2011 - August 2011
Institut Hospitalier Franco-Britannique March 2010 - May 2010
Memorial Sloan Kettering Cancer Center May 2009 - August 2009
Skills
Proficient in French, Financial Accounting, Microsoft Office, Laboratory Research, Microsoft CRM, Capital IQ, Loan IQ, Loans, Laboratory, Corporate Finance, Financial Modeling, Economics, Data Analysis, Financial Analysis, Valuation, Finance, Private Equity, Bloomberg
Education
The Johns Hopkins University 2007 — 2011
B.A., International Studies, Pre-Med
Boston University 2010 — 2010
Paris Internship Program
Irvington High School 2003 — 2009
Alex Tsiporukha's Morgan Stanley Experience October 1998 - February 2014
Job Vice President in Technology Risk at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs February 2014 - Present
Morgan Stanley October 1998 - February 2014
Vanstar Corporation February 1997 - September 1998
ING Barings (US) Securities, Inc. May 1996 - January 1997
Donaldson, Lufkin and Jenrette Securities Corp May 1994 - May 1996
PanAqora Assets Management April 1992 - May 1994
John Hancock Life Insurance Company (U.S.A.) April 1990 - April 1992
Skills
Data Loss Protection, C#, VBScript, Powershell, T-SQL, Windows, Perl, Enterprise Architecture, Visual Studio, Scripting, Operating Systems, Microsoft Office, File Systems, Distributed File Systems, Security, Programming, .NET, Computer Security, Servers, Software Development, Microsoft SQL Server, System Deployment, Requirements Analysis, Windows Server, High Availability, Architectures, Data Leakage, SCOM, Architecture, System Architecture
Education
Boston University
Computer Science
Goldman Sachs February 2014 - Present
Morgan Stanley October 1998 - February 2014
Vanstar Corporation February 1997 - September 1998
ING Barings (US) Securities, Inc. May 1996 - January 1997
Donaldson, Lufkin and Jenrette Securities Corp May 1994 - May 1996
PanAqora Assets Management April 1992 - May 1994
John Hancock Life Insurance Company (U.S.A.) April 1990 - April 1992
Skills
Data Loss Protection, C#, VBScript, Powershell, T-SQL, Windows, Perl, Enterprise Architecture, Visual Studio, Scripting, Operating Systems, Microsoft Office, File Systems, Distributed File Systems, Security, Programming, .NET, Computer Security, Servers, Software Development, Microsoft SQL Server, System Deployment, Requirements Analysis, Windows Server, High Availability, Architectures, Data Leakage, SCOM, Architecture, System Architecture
Education
Boston University
Computer Science
Raphael Wechsler's Morgan Stanley Experience 1998 - 2003
Job Managing Partner @ Tourmalet Group | Committed to delivering exceptional investment results while helping others succeed
Industry Information Technology and Services
Experience
Apple 2011 - 2014
Detwiler Mitchell Fenton & Graves 2009 - 2011
Audur Capital 2008 - 2009
Glitnir 2006 - 2008
Reykjavik University 2006 - 2008
Morgan Stanley 1998 - 2003
Skills
Portfolio Management, Investments, Financial Analysis, Risk Management, Equities, Asset Management, Management, Financial Modeling, Corporate Finance, New Business Development, Business Planning, Finance, Valuation, Leadership, Analysis, Business Development, Mergers & Acquisitions, Emerging Markets, Strategy, Capital Markets, Strategic Planning, Business Strategy, Sales Management, Sales, Due Diligence, Asset Allocation, Investment Strategies, CRM, Venture Capital, Negotiation, Enterprise Software, B2B software, B2B, Team Building, Lead Generation, Private Equity, Economics, B2B Marketing Strategy, International Business, Foreign Investment, Mergers, Equity Research, Bloomberg, Hedging, Sales Process, International..., Start-ups, Entrepreneurship, Problem Solving, Business Acquisition
Education
IESE Business School 2002 — 2003
Master of Business Administration (M.B.A.), Multi-National Finance & Strategy
Boston University 1990 — 1996
Bachelor’s Degree, Liberal Arts
Apple 2011 - 2014
Detwiler Mitchell Fenton & Graves 2009 - 2011
Audur Capital 2008 - 2009
Glitnir 2006 - 2008
Reykjavik University 2006 - 2008
Morgan Stanley 1998 - 2003
Skills
Portfolio Management, Investments, Financial Analysis, Risk Management, Equities, Asset Management, Management, Financial Modeling, Corporate Finance, New Business Development, Business Planning, Finance, Valuation, Leadership, Analysis, Business Development, Mergers & Acquisitions, Emerging Markets, Strategy, Capital Markets, Strategic Planning, Business Strategy, Sales Management, Sales, Due Diligence, Asset Allocation, Investment Strategies, CRM, Venture Capital, Negotiation, Enterprise Software, B2B software, B2B, Team Building, Lead Generation, Private Equity, Economics, B2B Marketing Strategy, International Business, Foreign Investment, Mergers, Equity Research, Bloomberg, Hedging, Sales Process, International..., Start-ups, Entrepreneurship, Problem Solving, Business Acquisition
Education
IESE Business School 2002 — 2003
Master of Business Administration (M.B.A.), Multi-National Finance & Strategy
Boston University 1990 — 1996
Bachelor’s Degree, Liberal Arts
John Rauh's Morgan Stanley Experience July 2014 - Present
Job Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
AXA Advisors D.B.A. Financial Compass Group, LLC January 2014 - May 2014
UBS Wealth Management June 2013 - August 2013
Kingsview Enterprises, Inc. November 2006 - September 2010
Skills
PowerPoint, Teamwork, Microsoft Excel, Microsoft Office, Data Analysis, Financial Analysis, Finance, Equity Research, Value Investing, Bloomberg
Education
Boston University 2010 — 2014
Bachelor of Science in Business Administration, Business Administration and Management, Finance & Business Law
Chautauqua Lake Central School 2006 — 2010
Imperial College London
Liberal Arts and Sciences/Liberal Studies
Morgan Stanley July 2014 - Present
AXA Advisors D.B.A. Financial Compass Group, LLC January 2014 - May 2014
UBS Wealth Management June 2013 - August 2013
Kingsview Enterprises, Inc. November 2006 - September 2010
Skills
PowerPoint, Teamwork, Microsoft Excel, Microsoft Office, Data Analysis, Financial Analysis, Finance, Equity Research, Value Investing, Bloomberg
Education
Boston University 2010 — 2014
Bachelor of Science in Business Administration, Business Administration and Management, Finance & Business Law
Chautauqua Lake Central School 2006 — 2010
Imperial College London
Liberal Arts and Sciences/Liberal Studies
Ki Kwon's Morgan Stanley Experience June 2012 - Present
Job
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Education
Boston University
Master of Science (MS)
Lafayette College
Bachelor of Arts (BA)
Morgan Stanley June 2012 - Present
Education
Boston University
Master of Science (MS)
Lafayette College
Bachelor of Arts (BA)
Jonathan Tso's Morgan Stanley Experience October 2010 - Present
Job Financial Controller at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2010 - Present
Morgan Stanley March 2007 - September 2010
Skills
Chartered Financial..., Financial Reporting, Expense Management, Expense Allocation, Revenue Recognition, Revenue Analysis, Client Liaison, Project Management, Microsoft Excel, Access, Business Objects, Client Billing, Cost Accounting, Month End Close, Equities
Education
Boston University 2002 — 2006
Bachelor of Arts (BA), Economics
Morgan Stanley October 2010 - Present
Morgan Stanley March 2007 - September 2010
Skills
Chartered Financial..., Financial Reporting, Expense Management, Expense Allocation, Revenue Recognition, Revenue Analysis, Client Liaison, Project Management, Microsoft Excel, Access, Business Objects, Client Billing, Cost Accounting, Month End Close, Equities
Education
Boston University 2002 — 2006
Bachelor of Arts (BA), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS