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
Ethan Panek Ethan Panek's Morgan Stanley Experience August 2013 - Present
Job AML & Risk Analyst Risk & Documentation, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - August 2013
Morgan Stanley June 2011 - August 2011
Skills
AML, Anti Money Laundering, Regulatory Compliance, Global Regulatory..., Risk Assessment, Document Review, World Check, Economic Sanctions, Client Services, OFAC, Employee Training, Investor Relations, Leadership, Documentation, Microsoft Office, Adobe Acrobat, PDF Creator, Financial Analysis, Financial Modeling, Microsoft Excel
Education
Boston University - School of Management 2008 — 2012
BSBA, Finance
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - August 2013
Morgan Stanley June 2011 - August 2011
Skills
AML, Anti Money Laundering, Regulatory Compliance, Global Regulatory..., Risk Assessment, Document Review, World Check, Economic Sanctions, Client Services, OFAC, Employee Training, Investor Relations, Leadership, Documentation, Microsoft Office, Adobe Acrobat, PDF Creator, Financial Analysis, Financial Modeling, Microsoft Excel
Education
Boston University - School of Management 2008 — 2012
BSBA, Finance
Dan Sutterman's Morgan Stanley Experience June 2013 - September 2013
Job Market Research Intern at Shepherd Kaplan LLC
Industry Financial Services
Experience
Thriev June 2015 - July 2015
Shepherd Kaplan LLC November 2014 - May 2015
The Boston Iron - National Pro Grid League May 2014 - October 2014
AlleyWire March 2014 - September 2014
Morgan Stanley June 2013 - September 2013
Spotify April 2013 - May 2013
OneGoal Hockey 2008 - 2011
Skills
Teamwork, Leadership, Time Management, Social Media, Highly personable, Superior Work Ethic, Team Leadership, Research, Critical Thinking, Coaching, Conflict Management, Networking, Entrepreneurship
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science, Business Administration; Finance and Management, Organizational Behavior, Minor in Economics
Moline High School 2008 — 2012
High School
Thriev June 2015 - July 2015
Shepherd Kaplan LLC November 2014 - May 2015
The Boston Iron - National Pro Grid League May 2014 - October 2014
AlleyWire March 2014 - September 2014
Morgan Stanley June 2013 - September 2013
Spotify April 2013 - May 2013
OneGoal Hockey 2008 - 2011
Skills
Teamwork, Leadership, Time Management, Social Media, Highly personable, Superior Work Ethic, Team Leadership, Research, Critical Thinking, Coaching, Conflict Management, Networking, Entrepreneurship
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science, Business Administration; Finance and Management, Organizational Behavior, Minor in Economics
Moline High School 2008 — 2012
High School
Christian Stone's Morgan Stanley Experience July 2013 - July 2014
Job Wealth Advisor at PRW Wealth Management
Industry Investment Management
Experience
PRW Wealth Management July 2014 - Present
Morgan Stanley July 2013 - July 2014
U.S. Trust January 2008 - July 2013
Bank of America July 2005 - December 2007
JPMorgan Chase August 2004 - July 2005
GunnAllen Financial January 2004 - July 2004
Harrison Securities November 2002 - October 2003
Skills
Wealth Management, Investments, Retirement Planning, Series 7, Estate Planning, Investment Management, Finance, Banking, Financial Advisory, Entrepreneurship, Management, Wealth, Trading, Sales, Tax, Equities, Asset Allocation, High Net Worth..., Portfolio Management
Education
Boston University Questrom School of Business 2010 — 2011
Master's Degree, Investment Management
Mount St. Mary's University 1998 — 2002
Bachelor's Degree, Business
PRW Wealth Management July 2014 - Present
Morgan Stanley July 2013 - July 2014
U.S. Trust January 2008 - July 2013
Bank of America July 2005 - December 2007
JPMorgan Chase August 2004 - July 2005
GunnAllen Financial January 2004 - July 2004
Harrison Securities November 2002 - October 2003
Skills
Wealth Management, Investments, Retirement Planning, Series 7, Estate Planning, Investment Management, Finance, Banking, Financial Advisory, Entrepreneurship, Management, Wealth, Trading, Sales, Tax, Equities, Asset Allocation, High Net Worth..., Portfolio Management
Education
Boston University Questrom School of Business 2010 — 2011
Master's Degree, Investment Management
Mount St. Mary's University 1998 — 2002
Bachelor's Degree, Business
Bindu Dadlani Bindu Dadlani's Morgan Stanley Experience July 1998 - December 1998
Job Success & Mindfulness Power Coach with Conscience
Industry International Affairs
Experience
Institute of Coaching, McLean/Harvard Medical School December 2014 - Present
BINDUPOWERCOACHING.COM March 2010 - Present
CÁMARA DE COMERCIO EUROPA-INDIA May 2010 - Present
INTEcoach February 2011 - November 2013
NEGOCIOS PARA UN MUNDO MEJOR April 2009 - December 2011
ARYA Moda y Complementos March 2005 - February 2008
Morgan Stanley July 1998 - December 1998
Perfumería Hindú, S.L. January 1993 - December 1994
Estee Lauder June 1992 - August 1992
Skills
Coaching, Management, Training, Strategy, Public Speaking, Strategic Planning, Motivational Speaking, Mentoring, Business Strategy, International Public..., Women´s Executive Growth, Communication Skills, Entrepreneurship, Team Leadership, Executive Coaching, Leadership, Management Consulting, Networking, Change Management, Speech Coaching, Teamwork, Confidence Building, Career Counseling, People Skills, Women Leaders, sustainable happiness, Therapy Training, Negotiation, Marketing, Teaching Workshops, Strength Training, International Business, Intercultural..., International Marketing, Organizational..., Social Entrepreneurship, Crisis Management, Personal Branding, Team Management, High Performance Teams, Personal Development, Leadership Development, Start-ups, Blog Coaching, Cognitive Psychology
Education
Harvard University 2000 — 2001
Graduate Studies in Administration and Management, E-Commerce
Boston University - School of Management 1995 — 1998
Bachelor of Science in Business Administration (B.S.B.A.), Finance
Northeastern University 1995 — 1996
Communications
EESAE BUSINESS SCHOOL
Master's degree, Management
Institute of Coaching, McLean/Harvard Medical School December 2014 - Present
BINDUPOWERCOACHING.COM March 2010 - Present
CÁMARA DE COMERCIO EUROPA-INDIA May 2010 - Present
INTEcoach February 2011 - November 2013
NEGOCIOS PARA UN MUNDO MEJOR April 2009 - December 2011
ARYA Moda y Complementos March 2005 - February 2008
Morgan Stanley July 1998 - December 1998
Perfumería Hindú, S.L. January 1993 - December 1994
Estee Lauder June 1992 - August 1992
Skills
Coaching, Management, Training, Strategy, Public Speaking, Strategic Planning, Motivational Speaking, Mentoring, Business Strategy, International Public..., Women´s Executive Growth, Communication Skills, Entrepreneurship, Team Leadership, Executive Coaching, Leadership, Management Consulting, Networking, Change Management, Speech Coaching, Teamwork, Confidence Building, Career Counseling, People Skills, Women Leaders, sustainable happiness, Therapy Training, Negotiation, Marketing, Teaching Workshops, Strength Training, International Business, Intercultural..., International Marketing, Organizational..., Social Entrepreneurship, Crisis Management, Personal Branding, Team Management, High Performance Teams, Personal Development, Leadership Development, Start-ups, Blog Coaching, Cognitive Psychology
Education
Harvard University 2000 — 2001
Graduate Studies in Administration and Management, E-Commerce
Boston University - School of Management 1995 — 1998
Bachelor of Science in Business Administration (B.S.B.A.), Finance
Northeastern University 1995 — 1996
Communications
EESAE BUSINESS SCHOOL
Master's degree, Management
Vincent Chinapen Vincent Chinapen's Morgan Stanley Experience October 2001 - 2002
Job Finance and Compliance Analyst at MTV Networks
Industry Entertainment
Experience
MTV Networks June 2005 - Present
MTV Networks September 2002 - June 2005
Morgan Stanley October 2001 - 2002
Skills
JDE Enterprise One, Business Objects, Showcase Query, Web Design, HTML, PC building, CCNA, CompTIA A+ Certification, Invoicing, Software Documentation
Education
Boston University 2013 — 2014
Master's Degree, Business Intelligence and Data Mining
CUNY SPS 2007 — 2010
Bachelor's Degree, Business Administration and Management
MTV Networks June 2005 - Present
MTV Networks September 2002 - June 2005
Morgan Stanley October 2001 - 2002
Skills
JDE Enterprise One, Business Objects, Showcase Query, Web Design, HTML, PC building, CCNA, CompTIA A+ Certification, Invoicing, Software Documentation
Education
Boston University 2013 — 2014
Master's Degree, Business Intelligence and Data Mining
CUNY SPS 2007 — 2010
Bachelor's Degree, Business Administration and Management
Sara Ruotsala's Morgan Stanley Experience May 2001 - April 2002
Job Wealth Manager at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC August 2013 - Present
Girard Securities July 2010 - Present
Dunn Hogerty Private Wealth Counseling December 2004 - Present
United Capital Financial Partners, Inc July 2010 - August 2013
UBS October 2002 - December 2004
Morgan Stanley May 2001 - April 2002
The Alaska Club September 2000 - May 2001
Boston University 1998 - 2000
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Series 7, Asset Allocation, Securities, Series 63, Retirement, Estate Planning, Investments, Portfolio Management, Strategic Financial..., Asset Management
Education
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Cum Laude, Political Science
Robert Service High School 1992 — 1996
Wawona Elementary School
United Capital Financial Advisers, LLC August 2013 - Present
Girard Securities July 2010 - Present
Dunn Hogerty Private Wealth Counseling December 2004 - Present
United Capital Financial Partners, Inc July 2010 - August 2013
UBS October 2002 - December 2004
Morgan Stanley May 2001 - April 2002
The Alaska Club September 2000 - May 2001
Boston University 1998 - 2000
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Series 7, Asset Allocation, Securities, Series 63, Retirement, Estate Planning, Investments, Portfolio Management, Strategic Financial..., Asset Management
Education
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Cum Laude, Political Science
Robert Service High School 1992 — 1996
Wawona Elementary School
Andrew Readel's Morgan Stanley Experience June 2014 - Present
Job Tax Analyst at Morgan Stanley Fund Services
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Boston University Finance and Investment Club September 2013 - May 2014
Boston University September 2010 - May 2014
Morgan Stanley June 2013 - August 2013
Boston University Finance and Investment Club September 2011 - August 2013
Cogent Research May 2012 - August 2012
DeMoulas Supermarkets, Inc. August 2008 - January 2012
Productive Painting, Inc. June 2007 - January 2012
Skills
Microsoft Office, Financial Accounting, Data Analysis, Financial Analysis, Valuation, Financial Modeling, Research Reporting
Education
Boston University - School of Management 2010 — 2014
B.S., Business Administration and Management: Accounting/Finance, Summa Cum Laude
Coe-Brown Northwood Academy 2006 — 2010
Morgan Stanley June 2014 - Present
Boston University Finance and Investment Club September 2013 - May 2014
Boston University September 2010 - May 2014
Morgan Stanley June 2013 - August 2013
Boston University Finance and Investment Club September 2011 - August 2013
Cogent Research May 2012 - August 2012
DeMoulas Supermarkets, Inc. August 2008 - January 2012
Productive Painting, Inc. June 2007 - January 2012
Skills
Microsoft Office, Financial Accounting, Data Analysis, Financial Analysis, Valuation, Financial Modeling, Research Reporting
Education
Boston University - School of Management 2010 — 2014
B.S., Business Administration and Management: Accounting/Finance, Summa Cum Laude
Coe-Brown Northwood Academy 2006 — 2010
Chloe Zheng Chloe Zheng's Morgan Stanley Experience January 2013 - March 2013
Job MBA Candidate at Boston University | Finance | Investment Banking | Business Strategy Analysis
Industry Financial Services
Experience
China Travel Financial & Investment Holdings July 2015 - Present
GF Securities January 2015 - March 2015
Morgan Stanley January 2013 - March 2013
Morgan Stanley July 2010 - January 2013
Citi September 2009 - December 2009
HSBC Commercial Banking July 2009 - October 2009
Skills
Financial Analysis, Investment Banking, Analysis
Education
Boston University - School of Management 2013 — 2014
Master of Business Administration (MBA), Strategy and Business Analysis
Shanghai University of Finance and Economics 2006 — 2010
Bachelor of Science (B.S.), Finance and Risk Management
Shanghai University of Finance and Economics 2006 — 2010
Bachelor of Arts (B.A.), Accounting
Ecole Supérieure de Commerce de Saint-Etienne 2009 — 2009
International Exchange Student, International Finance
China Travel Financial & Investment Holdings July 2015 - Present
GF Securities January 2015 - March 2015
Morgan Stanley January 2013 - March 2013
Morgan Stanley July 2010 - January 2013
Citi September 2009 - December 2009
HSBC Commercial Banking July 2009 - October 2009
Skills
Financial Analysis, Investment Banking, Analysis
Education
Boston University - School of Management 2013 — 2014
Master of Business Administration (MBA), Strategy and Business Analysis
Shanghai University of Finance and Economics 2006 — 2010
Bachelor of Science (B.S.), Finance and Risk Management
Shanghai University of Finance and Economics 2006 — 2010
Bachelor of Arts (B.A.), Accounting
Ecole Supérieure de Commerce de Saint-Etienne 2009 — 2009
International Exchange Student, International Finance
Anne Healy's Morgan Stanley Experience May 2011 - September 2012
Job Managing Director at GE Capital
Industry Financial Services
Experience
GE Capital November 2014 - Present
JPMorgan Chase February 2014 - October 2014
JPMorgan Chase October 2012 - February 2014
Morgan Stanley May 2011 - September 2012
Morgan Stanley March 2008 - April 2011
Merrill Lynch August 2004 - February 2008
Merrill Lynch April 2000 - August 2004
Skills
Prime Brokerage, Electronic Trading, Fixed Income, Equities, Trading Systems, Middle Office, Capital Markets, Series 7, Business Analysis, Strategy, SDLC, Derivatives, Trading, Back Office, Finance
Education
Boston University - School of Management 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
West Boylston Jr Sr High 1990 — 1993
GE Capital November 2014 - Present
JPMorgan Chase February 2014 - October 2014
JPMorgan Chase October 2012 - February 2014
Morgan Stanley May 2011 - September 2012
Morgan Stanley March 2008 - April 2011
Merrill Lynch August 2004 - February 2008
Merrill Lynch April 2000 - August 2004
Skills
Prime Brokerage, Electronic Trading, Fixed Income, Equities, Trading Systems, Middle Office, Capital Markets, Series 7, Business Analysis, Strategy, SDLC, Derivatives, Trading, Back Office, Finance
Education
Boston University - School of Management 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
West Boylston Jr Sr High 1990 — 1993
Peter Heller's Morgan Stanley Experience 1994 - 2007
Job Stern AgeeCRT Head Of Trading
Industry Banking
Experience
STERN AGEE-CRT April 2015 - Present
CRT Capital Group July 2013 - Present
Credit Suisse 2007 - 2013
Morgan Stanley 1994 - 2007
Skills
Equity Trading, Investment Banking, Energy, Trading, Equities, Fixed Income, Securities, Proprietary Trading, Risk Management, Alternative Investments, Investments, Portfolio Management
Education
Boston University 1989 — 1993
Bachelor of Arts (B.A.), Economics
STERN AGEE-CRT April 2015 - Present
CRT Capital Group July 2013 - Present
Credit Suisse 2007 - 2013
Morgan Stanley 1994 - 2007
Skills
Equity Trading, Investment Banking, Energy, Trading, Equities, Fixed Income, Securities, Proprietary Trading, Risk Management, Alternative Investments, Investments, Portfolio Management
Education
Boston University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Robert Audet, CFP® Robert Audet, CFP®'s Morgan Stanley Experience 1995 - 2000
Job Managing Partner at Atlantic Capital Advisors, LLC
Industry Financial Services
Experience
Atlantic Capital Advisors, LLC February 2015 - Present
Audet Wealth Advisors December 2010 - Present
LPL Financial December 2010 - Present
JP Morgan Chase July 2008 - December 2010
UBS 2006 - 2008
Wachovia Securities 2000 - 2006
Morgan Stanley 1995 - 2000
Skills
Retirement Planning, Alternative Investments, Estate Planning, Asset Allocation, Mutual Funds, Investments, Bonds, Stocks, Fixed Annuities, Wealth Management, Series 7, Investment Strategies, Investment Advisory, Strategic Financial..., Portfolio Management, Series 63, Series 65, Financial Advisory, Finance
Education
University of Florida 1986 — 1991
B.S., Real Estate and Finance
Boston University 2006 — 2011
Financial Planning, Financial Planning
Atlantic Capital Advisors, LLC February 2015 - Present
Audet Wealth Advisors December 2010 - Present
LPL Financial December 2010 - Present
JP Morgan Chase July 2008 - December 2010
UBS 2006 - 2008
Wachovia Securities 2000 - 2006
Morgan Stanley 1995 - 2000
Skills
Retirement Planning, Alternative Investments, Estate Planning, Asset Allocation, Mutual Funds, Investments, Bonds, Stocks, Fixed Annuities, Wealth Management, Series 7, Investment Strategies, Investment Advisory, Strategic Financial..., Portfolio Management, Series 63, Series 65, Financial Advisory, Finance
Education
University of Florida 1986 — 1991
B.S., Real Estate and Finance
Boston University 2006 — 2011
Financial Planning, Financial Planning
Scott Guerrier, CPA, MBA's Morgan Stanley Experience September 2002 - February 2008
Job Basel Management Reporting
Industry Financial Services
Experience
Credit Suisse September 2013 - Present
Accounting Policy and SEC Reporting January 2010 - August 2013
SUNTRUST February 2009 - December 2009
Lehman Brothers March 2008 - October 2008
Morgan Stanley September 2002 - February 2008
Credit Suisse First Boston November 1996 - August 2002
Skills
Accounting Policy, SEC Financial Reporting, US GAAP reporting, Legal Entity..., Asset Derecognition, Hedge Accounting, Derivatives, Asset-backed..., Intangible Assets, Residential Mortgages, Commercial Mortgages, CLO, Fair Value, SOX 404, Disclosure, Basel II, Balance Sheet Review, Structured Products, Treasury, Impairment Testing, IFRS, CLN, FAS, Mergers & Acquisitions, Securitization, Capital Markets, Investment Banking, Finance, Equities, Structured Finance, Consolidation, Policy, Portfolio Management, Financial Services
Education
Boston University - School of Management
B.S.B.A
FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS
MBA
Credit Suisse September 2013 - Present
Accounting Policy and SEC Reporting January 2010 - August 2013
SUNTRUST February 2009 - December 2009
Lehman Brothers March 2008 - October 2008
Morgan Stanley September 2002 - February 2008
Credit Suisse First Boston November 1996 - August 2002
Skills
Accounting Policy, SEC Financial Reporting, US GAAP reporting, Legal Entity..., Asset Derecognition, Hedge Accounting, Derivatives, Asset-backed..., Intangible Assets, Residential Mortgages, Commercial Mortgages, CLO, Fair Value, SOX 404, Disclosure, Basel II, Balance Sheet Review, Structured Products, Treasury, Impairment Testing, IFRS, CLN, FAS, Mergers & Acquisitions, Securitization, Capital Markets, Investment Banking, Finance, Equities, Structured Finance, Consolidation, Policy, Portfolio Management, Financial Services
Education
Boston University - School of Management
B.S.B.A
FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS
MBA
Joseph Gil, CAIA's Morgan Stanley Experience July 2006 - July 2010
Job Managing Director at Morgan Creek Capital Management
Industry Investment Management
Experience
Morgan Creek Capital Management August 2010 - Present
Morgan Stanley July 2006 - July 2010
Solstice Capital Management January 2002 - June 2006
Stark Investments // BayStar Capital January 1998 - December 2002
Bank of America / Security Pacific Bank 1989 - 1998
Drexel Burnham Lambert 1985 - 1989
Skills
Private Equity, Hedge Funds, Alternative Investments, Managed Futures, Fund Of Funds, Series 7, Series 63, Series 24, Wealth Management, New Business Development, Portfolio Management, Fixed Income, Venture Capital
Education
Boston University Questrom School of Business
BSBA, Finance
Morgan Creek Capital Management August 2010 - Present
Morgan Stanley July 2006 - July 2010
Solstice Capital Management January 2002 - June 2006
Stark Investments // BayStar Capital January 1998 - December 2002
Bank of America / Security Pacific Bank 1989 - 1998
Drexel Burnham Lambert 1985 - 1989
Skills
Private Equity, Hedge Funds, Alternative Investments, Managed Futures, Fund Of Funds, Series 7, Series 63, Series 24, Wealth Management, New Business Development, Portfolio Management, Fixed Income, Venture Capital
Education
Boston University Questrom School of Business
BSBA, Finance
Bruce Wu's Morgan Stanley Experience June 2015 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Wei-Chuan U.S.A April 2012 - June 2015
IDC June 2011 - August 2011
Philip Management Consulting Corporation July 2008 - June 2010
E Sun Securities Corporation January 2007 - June 2008
Coast Guard Administration July 2005 - December 2006
Skills
Microsoft Excel, Access, Financial Analysis, Competitive Analysis, Business Strategy, Mandarin, SQL, Excel, Bloomberg Terminal, VBA, Series 7
Education
Boston University Questrom School of Business 2010 — 2012
Master of Business Administration, Finance, 3.5/4.0
Columbia University in the City of New York 2010 — 2010
American Language Program
Yale University 2008 — 2008
English Language Institute
National Taiwan University 2001 — 2005
Bachelor, Business Administration
Morgan Stanley June 2015 - Present
Wei-Chuan U.S.A April 2012 - June 2015
IDC June 2011 - August 2011
Philip Management Consulting Corporation July 2008 - June 2010
E Sun Securities Corporation January 2007 - June 2008
Coast Guard Administration July 2005 - December 2006
Skills
Microsoft Excel, Access, Financial Analysis, Competitive Analysis, Business Strategy, Mandarin, SQL, Excel, Bloomberg Terminal, VBA, Series 7
Education
Boston University Questrom School of Business 2010 — 2012
Master of Business Administration, Finance, 3.5/4.0
Columbia University in the City of New York 2010 — 2010
American Language Program
Yale University 2008 — 2008
English Language Institute
National Taiwan University 2001 — 2005
Bachelor, Business Administration
Susan Waiter Tyranski Susan Waiter Tyranski's Morgan Stanley Experience 2001 - 2001
Job
Industry Financial Services
Experience
Merrill Lynch April 2011 - December 2012
SPX Consulting 2007 - April 2011
NYSE Group, Inc. 2003 - 2007
Morgan Stanley 2001 - 2001
Accenture 1995 - 1999
Bankers Trust Company (now Deutsche Bank) 1993 - 1995
The Wyatt Company (now Towers Watson) 1988 - 1991
Skills
Wealth Management, Investments, Special Needs Planning, Asset Allocation, Financial Education, Series 7, Special Education, Business Development, Banking, Investment Strategies
Education
Molloy College
Candidate for Certificate
The University of Chicago Booth School of Business 1991 — 1993
MBA
Boston University 1983 — 1988
BS, M Ed
Madison High School, Madison, New Jersey 1980 — 1981
St. Michaels, Petworth 1973 — 1980
Merrill Lynch April 2011 - December 2012
SPX Consulting 2007 - April 2011
NYSE Group, Inc. 2003 - 2007
Morgan Stanley 2001 - 2001
Accenture 1995 - 1999
Bankers Trust Company (now Deutsche Bank) 1993 - 1995
The Wyatt Company (now Towers Watson) 1988 - 1991
Skills
Wealth Management, Investments, Special Needs Planning, Asset Allocation, Financial Education, Series 7, Special Education, Business Development, Banking, Investment Strategies
Education
Molloy College
Candidate for Certificate
The University of Chicago Booth School of Business 1991 — 1993
MBA
Boston University 1983 — 1988
BS, M Ed
Madison High School, Madison, New Jersey 1980 — 1981
St. Michaels, Petworth 1973 — 1980
Sylvia Han, CFA Sylvia Han, CFA's Morgan Stanley Experience 2011 - 2013
Job Wealth Management at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 2013 - Present
Lexington Education Foundation 2009 - 2015
Morgan Stanley 2011 - 2013
The Boston Company Asset Management, LLC 2007 - 2009
Bain Capital 2006 - 2007
Wellington Management 1990 - 2006
Skills
CFA, Series 7, Series 66, Wealth Management, Portfolio Management, Alternative Investments, Financial Planning, Unified Managed Accounts, Asset Allocation, Strategic Financial..., Investment Management, ETFs, Investment Advisory, Risk Management, Equities, Asset Management, Uniform Combined State..., Investment Strategies, Chartered Financial..., Investments, Fixed Income
Education
Boston University Questrom School of Business
MBA, Business
Cornell University
BA, Economics
Merrill Lynch 2013 - Present
Lexington Education Foundation 2009 - 2015
Morgan Stanley 2011 - 2013
The Boston Company Asset Management, LLC 2007 - 2009
Bain Capital 2006 - 2007
Wellington Management 1990 - 2006
Skills
CFA, Series 7, Series 66, Wealth Management, Portfolio Management, Alternative Investments, Financial Planning, Unified Managed Accounts, Asset Allocation, Strategic Financial..., Investment Management, ETFs, Investment Advisory, Risk Management, Equities, Asset Management, Uniform Combined State..., Investment Strategies, Chartered Financial..., Investments, Fixed Income
Education
Boston University Questrom School of Business
MBA, Business
Cornell University
BA, Economics
Melinda Hudson's Morgan Stanley Experience May 2011 - August 2011
Job Administrative Resident at New Orleans East Hospital
Industry Hospital & Health Care
Experience
New Orleans East Hospital February 2015 - Present
Morgan Stanley May 2011 - August 2011
Skills
Spanish, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Fundraising, Video Editing, Healthcare, Community Outreach, Public Speaking
Education
Tulane University School of Public Health and Tropical Medicine 2014 — 2016
Master of Health Administration Candidate
Boston University 2009 — 2013
B.S. Journalism and B.A. Psychology, Cum Laude
Eureka School of Spanish Language in Madrid, Spain
New Orleans East Hospital February 2015 - Present
Morgan Stanley May 2011 - August 2011
Skills
Spanish, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Fundraising, Video Editing, Healthcare, Community Outreach, Public Speaking
Education
Tulane University School of Public Health and Tropical Medicine 2014 — 2016
Master of Health Administration Candidate
Boston University 2009 — 2013
B.S. Journalism and B.A. Psychology, Cum Laude
Eureka School of Spanish Language in Madrid, Spain
Kan-Ying (Kenny) Kuo Kan-Ying (Kenny) Kuo's Morgan Stanley Experience June 2015 - August 2015
Job MBA Candidate at Georgetown University's McDonough School of Business
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
CDIB, China Venture Management March 2013 - May 2014
Ernst & Young August 2011 - March 2013
Deloitte December 2010 - June 2011
HSBC July 2008 - August 2008
Skills
Corporate Finance, Business Valuation, Financial Analysis, Financial Modeling, Mandarin, Valuation, Microsoft Excel, Private Equity, CapitalIQ, Reuters, Due Diligence, Mergers, DCF, IPO, Bloomberg, Investments, Equities, Financial Reporting, US GAAP, Analysis, Auditing, Mergers & Acquisitions, Strategy
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Boston University - School of Management 2005 — 2009
Bachelor of Science (BS), Accounting, Finance
ISB
Morgan Stanley June 2015 - August 2015
CDIB, China Venture Management March 2013 - May 2014
Ernst & Young August 2011 - March 2013
Deloitte December 2010 - June 2011
HSBC July 2008 - August 2008
Skills
Corporate Finance, Business Valuation, Financial Analysis, Financial Modeling, Mandarin, Valuation, Microsoft Excel, Private Equity, CapitalIQ, Reuters, Due Diligence, Mergers, DCF, IPO, Bloomberg, Investments, Equities, Financial Reporting, US GAAP, Analysis, Auditing, Mergers & Acquisitions, Strategy
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Boston University - School of Management 2005 — 2009
Bachelor of Science (BS), Accounting, Finance
ISB
Nisha Almoula's Morgan Stanley Experience June 2014 - August 2014
Job Advisory Associate at PwC
Industry Financial Services
Experience
PwC August 2015 - Present
BBC Worldwide October 2014 - December 2014
Morgan Stanley June 2014 - August 2014
Triumph International June 2013 - August 2013
Cloudy, Inc. April 2013 - June 2013
Nanbo Discovery Camp July 2012 - August 2012
Lear Corporation June 2012 - July 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Microsoft Excel, Access, Market Research, Analysis, Budgets, Marketing, Research, Sales, Social Media, Social Networking
Education
Boston University 2011 — 2015
Bachelor of Business Administration (BBA), Bachelor of Arts (BA), Economics and Management Information Systems, Magna Cum Laude
St. Maur International School 1998 — 2011
PwC August 2015 - Present
BBC Worldwide October 2014 - December 2014
Morgan Stanley June 2014 - August 2014
Triumph International June 2013 - August 2013
Cloudy, Inc. April 2013 - June 2013
Nanbo Discovery Camp July 2012 - August 2012
Lear Corporation June 2012 - July 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Microsoft Excel, Access, Market Research, Analysis, Budgets, Marketing, Research, Sales, Social Media, Social Networking
Education
Boston University 2011 — 2015
Bachelor of Business Administration (BBA), Bachelor of Arts (BA), Economics and Management Information Systems, Magna Cum Laude
St. Maur International School 1998 — 2011
Paul A. Lyons, CFA Paul A. Lyons, CFA's Morgan Stanley Experience December 2005 - March 2008
Job Vice President, ETN & RIA Sales at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2012 - Present
BlackRock Financial Management April 2008 - November 2011
Morgan Stanley December 2005 - March 2008
Education
Boston University 1991 — 1995
Bachelor of Science, International Relations, International Economics
Deerfield Academy 1987 — 1990
Credit Suisse January 2012 - Present
BlackRock Financial Management April 2008 - November 2011
Morgan Stanley December 2005 - March 2008
Education
Boston University 1991 — 1995
Bachelor of Science, International Relations, International Economics
Deerfield Academy 1987 — 1990
Jessica Harvey's Morgan Stanley Experience April 2015 - Present
Job Liquidity Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley April 2013 - April 2015
Kota Global Securities November 2012 - April 2013
Global Translations January 2012 - July 2012
Massachusetts Division of Banks June 2010 - May 2011
Barker Financial Group February 2010 - May 2010
Skills
Microsoft Excel, Data Analysis, Project Management, Research, Bloomberg Terminal, Microsoft Office, Financial Analysis, Finance, Investments, Analysis, Capital Markets, Portfolio Management
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science in Business Administration, Accounting and Finance
Morgan Stanley April 2015 - Present
Morgan Stanley April 2013 - April 2015
Kota Global Securities November 2012 - April 2013
Global Translations January 2012 - July 2012
Massachusetts Division of Banks June 2010 - May 2011
Barker Financial Group February 2010 - May 2010
Skills
Microsoft Excel, Data Analysis, Project Management, Research, Bloomberg Terminal, Microsoft Office, Financial Analysis, Finance, Investments, Analysis, Capital Markets, Portfolio Management
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science in Business Administration, Accounting and Finance
Sophia Spencer Sophia Spencer's Morgan Stanley Experience July 1997 - September 1998
Job Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2011 - Present
CUNA Mutual Group October 1998 - June 2011
Morgan Stanley July 1997 - September 1998
Education
Boston University - School of Management 1994 — 1996
Master of Science, Management
Washington State University
Bachelor of Arts, Hotel and Restaurant Managment
Ameriprise Financial Services, Inc. June 2011 - Present
CUNA Mutual Group October 1998 - June 2011
Morgan Stanley July 1997 - September 1998
Education
Boston University - School of Management 1994 — 1996
Master of Science, Management
Washington State University
Bachelor of Arts, Hotel and Restaurant Managment
Melissa McAleer Melissa McAleer's Morgan Stanley Experience 2000 - 2003
Job Head of Compliance Training Americas & AWM Globally at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2014 - Present
JPMorgan Chase August 2012 - August 2014
CIT Group June 2011 - August 2012
Barclays Capital September 2008 - June 2011
Lehman Brothers July 2007 - September 2008
Wolters Kluwer Law & Business May 2004 - July 2007
Morgan Stanley 2000 - 2003
Ballon Stoll Bader & Nadler 1996 - 1998
Skills
Training, Employee Training, E-Learning, Organizational..., Risk Management, Global Training Program..., Training Content..., LMS Administration, Training Reporting &..., Project Management, Change Management, Talent Management, Performance Management, Leadership Development, Vendor Management, Leadership, Program Management, Banking, Capital Markets, Financial Services, Investment Banking, Management, Due Diligence, Consulting, Business Development
Education
New England School of Law 1993 — 1996
JD
Boston University 1988 — 1992
BS, Journalism/Political Science
Deutsche Bank August 2014 - Present
JPMorgan Chase August 2012 - August 2014
CIT Group June 2011 - August 2012
Barclays Capital September 2008 - June 2011
Lehman Brothers July 2007 - September 2008
Wolters Kluwer Law & Business May 2004 - July 2007
Morgan Stanley 2000 - 2003
Ballon Stoll Bader & Nadler 1996 - 1998
Skills
Training, Employee Training, E-Learning, Organizational..., Risk Management, Global Training Program..., Training Content..., LMS Administration, Training Reporting &..., Project Management, Change Management, Talent Management, Performance Management, Leadership Development, Vendor Management, Leadership, Program Management, Banking, Capital Markets, Financial Services, Investment Banking, Management, Due Diligence, Consulting, Business Development
Education
New England School of Law 1993 — 1996
JD
Boston University 1988 — 1992
BS, Journalism/Political Science
Robert Goodall's Morgan Stanley Experience September 2010 - Present
Job Vice President:Morgan Stanley Private Bank NA
Industry Banking
Experience
Morgan Stanley September 2010 - Present
BANK OF AMERICA / MERRILL LYNCH December 2003 - September 2010
ROBERT C. GOODALL December 2003 - December 2005
THOMSON FINANCIAL RESEARCH SERVICES / FIRST CALL CORPORATION August 2002 - August 2003
ROBERT C. GOODALL April 2001 - April 2002
Skills
Series 6, Series 7, Series 63, Financial Modeling, Financial Advisory, Liability Analysis, Loans, Wealth Management, CRM, Business, Risk Management, Finance, Financial Services, Investments, Equities, Credit, Mergers & Acquisitions, Mutual Funds, Banking
Education
Suffolk University-Sawyer School of Management 2010 — 2012
Master of Business Administration (MBA), Business, 3.65
Boston University 1995 — 2000
Bachelor of Science, Economics
Morgan Stanley September 2010 - Present
BANK OF AMERICA / MERRILL LYNCH December 2003 - September 2010
ROBERT C. GOODALL December 2003 - December 2005
THOMSON FINANCIAL RESEARCH SERVICES / FIRST CALL CORPORATION August 2002 - August 2003
ROBERT C. GOODALL April 2001 - April 2002
Skills
Series 6, Series 7, Series 63, Financial Modeling, Financial Advisory, Liability Analysis, Loans, Wealth Management, CRM, Business, Risk Management, Finance, Financial Services, Investments, Equities, Credit, Mergers & Acquisitions, Mutual Funds, Banking
Education
Suffolk University-Sawyer School of Management 2010 — 2012
Master of Business Administration (MBA), Business, 3.65
Boston University 1995 — 2000
Bachelor of Science, Economics
Sanjay Motwani's Morgan Stanley Experience September 2015 - Present
Job ISG Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley January 2015 - June 2015
Morgan Stanley September 2014 - December 2014
Oppenheimer & Co. Inc. June 2014 - August 2014
TRCo Marketing January 2014 - May 2014
Currency UK July 2013 - August 2013
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science (B.S.), Dual Concentrations in Finance and Operations Technology and Management, Minor in Economics
Marist Brothers International School 2003 — 2010
High School Diploma
Boston University
Morgan Stanley September 2015 - Present
Morgan Stanley January 2015 - June 2015
Morgan Stanley September 2014 - December 2014
Oppenheimer & Co. Inc. June 2014 - August 2014
TRCo Marketing January 2014 - May 2014
Currency UK July 2013 - August 2013
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science (B.S.), Dual Concentrations in Finance and Operations Technology and Management, Minor in Economics
Marist Brothers International School 2003 — 2010
High School Diploma
Boston University
Michael Annunziata's Morgan Stanley Experience January 1992 - March 2002
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2008 - Present
H & R Block Financial August 2005 - October 2008
Wachovia Securities, Inc. March 2002 - August 2005
Morgan Stanley January 1992 - March 2002
Dun & Bradstreet 1990 - 1992
Microcom, Inc 1985 - 1990
Xerox 1981 - 1985
Education
Boston University Questrom School of Business 1976 — 1980
BSBA, Business Administration
Hamden High School
Ameriprise Financial Services, Inc. October 2008 - Present
H & R Block Financial August 2005 - October 2008
Wachovia Securities, Inc. March 2002 - August 2005
Morgan Stanley January 1992 - March 2002
Dun & Bradstreet 1990 - 1992
Microcom, Inc 1985 - 1990
Xerox 1981 - 1985
Education
Boston University Questrom School of Business 1976 — 1980
BSBA, Business Administration
Hamden High School
Terry Brooks's Morgan Stanley Experience 1994 - 2000
Job Area General Manager at Sidebar & Little Town NYC
Industry Hospitality
Experience
Sidebar & Little Town NYC June 2009 - Present
The Big Easy February 2000 - June 2009
McMahon Group February 2000 - October 2005
Morgan Stanley 1994 - 2000
Morgan Stanley 1987 - 1994
Education
Boston University
Bachelor of Arts (B.A.), International Relations and National Security Studies
Sidebar & Little Town NYC June 2009 - Present
The Big Easy February 2000 - June 2009
McMahon Group February 2000 - October 2005
Morgan Stanley 1994 - 2000
Morgan Stanley 1987 - 1994
Education
Boston University
Bachelor of Arts (B.A.), International Relations and National Security Studies
David Finci's Morgan Stanley Experience 2007 - April 2014
Job First Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Morgan Stanley 2007 - April 2014
Smith Barney 2000 - 2007
Citicorp 1990 - 1999
Skills
Fixed Income, Wealth Management, Retirement Planning, Portfolio Management, Investments, Alternative Investments, Hedge Funds, Asset Managment, Capital Markets, Investment Strategies, Financial Modeling
Education
Boston University - School of Management 1983 — 1987
Bachelor of Science (BS), Finance
Merrill Lynch April 2014 - Present
Morgan Stanley 2007 - April 2014
Smith Barney 2000 - 2007
Citicorp 1990 - 1999
Skills
Fixed Income, Wealth Management, Retirement Planning, Portfolio Management, Investments, Alternative Investments, Hedge Funds, Asset Managment, Capital Markets, Investment Strategies, Financial Modeling
Education
Boston University - School of Management 1983 — 1987
Bachelor of Science (BS), Finance
Ari Kaplan's Morgan Stanley Experience October 2002 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2002 - Present
Fidelity Capital Markets January 1997 - October 2002
Skills
Trading Systems, Equity Trading, Electronic Trading
Education
Boston University Questrom School of Business 1994 — 1996
Worcester Academy 1987 — 1992
Morgan Stanley October 2002 - Present
Fidelity Capital Markets January 1997 - October 2002
Skills
Trading Systems, Equity Trading, Electronic Trading
Education
Boston University Questrom School of Business 1994 — 1996
Worcester Academy 1987 — 1992
Paul Roche's Morgan Stanley Experience August 2008 - Present
Job Morgan Stanley; USMC
Industry Financial Services
Experience
Morgan Stanley August 2008 - Present
United States Marine Corps 1986 - Present
Merrill Lynch July 1995 - August 2008
Education
Boston University 1989 — 1991
MS, Computer Science
Jacksonville University 1982 — 1986
BS, Computer Science
Boston College High School 1978 — 1982
Morgan Stanley August 2008 - Present
United States Marine Corps 1986 - Present
Merrill Lynch July 1995 - August 2008
Education
Boston University 1989 — 1991
MS, Computer Science
Jacksonville University 1982 — 1986
BS, Computer Science
Boston College High School 1978 — 1982
Bruce Schoen Bruce Schoen's Morgan Stanley Experience 1998 - 2002
Job Security Consultant at Empire Safe Company
Industry Security and Investigations
Experience
Empire Safe Company January 2013 - Present
Yumani January 2012 - December 2012
Strategies for Wealth January 2007 - December 2011
Merrill Corporation 2002 - 2006
Morgan Stanley 1998 - 2002
Skills
Series 7, Investments, Asset Managment, Equities, Securities, Financial Modeling, Capital Markets, Sales, Sales Management, New Business Development, Business Development, Due Diligence, Financial Analysis, Portfolio Management, Project Management
Education
Boston University Graduate School of Management 1985 — 1987
MBA, Finance
Washington University in St. Louis 1981 — 1985
BA, Business
The Pingry School 1975 — 1985
Empire Safe Company January 2013 - Present
Yumani January 2012 - December 2012
Strategies for Wealth January 2007 - December 2011
Merrill Corporation 2002 - 2006
Morgan Stanley 1998 - 2002
Skills
Series 7, Investments, Asset Managment, Equities, Securities, Financial Modeling, Capital Markets, Sales, Sales Management, New Business Development, Business Development, Due Diligence, Financial Analysis, Portfolio Management, Project Management
Education
Boston University Graduate School of Management 1985 — 1987
MBA, Finance
Washington University in St. Louis 1981 — 1985
BA, Business
The Pingry School 1975 — 1985
Jeffrey Aragones's Morgan Stanley Experience February 2007 - May 2007
Job Senior Consultant at Lionpoint Group
Industry Venture Capital & Private Equity
Experience
Lionpoint Group February 2015 - Present
iLevel Solutions August 2012 - January 2015
Cambridge Associates August 2007 - July 2012
Morgan Stanley February 2007 - May 2007
Morgan Stanley June 2006 - August 2006
Skills
Financial Analysis, Management Consulting, Investment Management, Private Equity, Management, Investments, Financial Modeling, Asset Allocation, Capital Markets, Portfolio Management, Equities
Education
Boston University - School of Management 2003 — 2007
Bachelor of Science, Business Administration
Lionpoint Group February 2015 - Present
iLevel Solutions August 2012 - January 2015
Cambridge Associates August 2007 - July 2012
Morgan Stanley February 2007 - May 2007
Morgan Stanley June 2006 - August 2006
Skills
Financial Analysis, Management Consulting, Investment Management, Private Equity, Management, Investments, Financial Modeling, Asset Allocation, Capital Markets, Portfolio Management, Equities
Education
Boston University - School of Management 2003 — 2007
Bachelor of Science, Business Administration
Jason M. Lipp, CFA, CAIA's Morgan Stanley Experience 2006 - 2006
Job Vice President | Bank of America Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 2011 - Present
Aria Capital Partners 2010 - 2011
C.Stumpo Development Corp. 2009 - 2010
State Street 2007 - 2009
Morgan Stanley 2006 - 2006
Skills
Bloomberg, Valuation, Equities, Capital Markets, Fixed Income, Equity Research, Alternative Investments, Asset Allocation, Financial Modeling, Finance, Portfolio Management, Asset Management, Hedge Funds, Investment Management, Investment Strategies, Mutual Funds
Education
Boston University Graduate School of Management 2009 — 2011
MSIM, Investment Management
Boston University - School of Management 2003 — 2007
BSBA, Finance
Merrill Lynch 2011 - Present
Aria Capital Partners 2010 - 2011
C.Stumpo Development Corp. 2009 - 2010
State Street 2007 - 2009
Morgan Stanley 2006 - 2006
Skills
Bloomberg, Valuation, Equities, Capital Markets, Fixed Income, Equity Research, Alternative Investments, Asset Allocation, Financial Modeling, Finance, Portfolio Management, Asset Management, Hedge Funds, Investment Management, Investment Strategies, Mutual Funds
Education
Boston University Graduate School of Management 2009 — 2011
MSIM, Investment Management
Boston University - School of Management 2003 — 2007
BSBA, Finance
Nicholas E. Wencis Nicholas E. Wencis's Morgan Stanley Experience May 2007 - January 2008
Job Equity Research Analyst at Rollo Capital Management, LLC
Industry Investment Management
Experience
Rollo Capital Management, LLC May 2013 - Present
Fidelity Investments February 2011 - April 2013
University of New Hampshire August 2010 - December 2010
Morgan Stanley May 2007 - January 2008
Skills
Investments, Economics, Equities, Portfolio Management, Equity Research, Corporate Actions, Analysis, Financial Analysis, Stata, Microsoft Office, Bloomberg Terminal, Econometrics, Morningstar, SAS, Mutual Funds, Financial Modeling, Valuation
Education
Boston University Questrom School of Business 2012 — 2016
Master of Business Administration (M.B.A.), Finance
University of New Hampshire 2006 — 2010
Bachelor of Arts (B.A.), Economics
Syracuse University 2009 — 2009
Semester in Italy: Italian Language and Art History
Rollo Capital Management, LLC May 2013 - Present
Fidelity Investments February 2011 - April 2013
University of New Hampshire August 2010 - December 2010
Morgan Stanley May 2007 - January 2008
Skills
Investments, Economics, Equities, Portfolio Management, Equity Research, Corporate Actions, Analysis, Financial Analysis, Stata, Microsoft Office, Bloomberg Terminal, Econometrics, Morningstar, SAS, Mutual Funds, Financial Modeling, Valuation
Education
Boston University Questrom School of Business 2012 — 2016
Master of Business Administration (M.B.A.), Finance
University of New Hampshire 2006 — 2010
Bachelor of Arts (B.A.), Economics
Syracuse University 2009 — 2009
Semester in Italy: Italian Language and Art History
Mark Penson's Morgan Stanley Experience June 2006 - May 2009
Job Director, Head of The Institutional Client Group, Jacksonville
Industry Financial Services
Experience
Deutsche Bank December 2009 - Present
TD Ameritrade August 2009 - December 2009
Morgan Stanley June 2006 - May 2009
Union Bank of California June 1998 - June 2006
Bear Stearns December 1995 - October 1997
Bear Stearns International Ltd September 1993 - December 1995
Bear Stearns Securities Corp September 1991 - September 1993
Skills
Prime Brokerage, Equities, Hedge Funds, Fixed Income, Securities Lending, Securities, Financial Services, Investments, Mutual Funds, People Development, Series 7, Settlement, Trading
Education
Boston University 1986 — 1990
BA, International Business and Relations
Deutsche Bank December 2009 - Present
TD Ameritrade August 2009 - December 2009
Morgan Stanley June 2006 - May 2009
Union Bank of California June 1998 - June 2006
Bear Stearns December 1995 - October 1997
Bear Stearns International Ltd September 1993 - December 1995
Bear Stearns Securities Corp September 1991 - September 1993
Skills
Prime Brokerage, Equities, Hedge Funds, Fixed Income, Securities Lending, Securities, Financial Services, Investments, Mutual Funds, People Development, Series 7, Settlement, Trading
Education
Boston University 1986 — 1990
BA, International Business and Relations
Shannon Yardeny's Morgan Stanley Experience July 2009 - September 2011
Job Associate Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank December 2012 - January 2015
UBS Investment Bank May 2012 - December 2012
Morgan Stanley July 2009 - September 2011
Morgan Stanley July 2007 - July 2009
Morgan Stanley December 2005 - July 2007
Morgan Stanley March 2004 - December 2005
State Bank of Long Island July 2002 - March 2004
Skills
Client Relationship..., Creative Problem Solving, Strategically Leading..., Technical Analysis, Articulate Communicating, Priority Management, CRM, Process Improvement, Equities, Investments, Trading, Hedge Funds, Portfolio Management, Securities, Financial Risk, Fixed Income, Bloomberg, Risk Management, Capital Markets
Education
Boston University - School of Management 1998 — 2002
Bachelor of Science - Business Administration (BSBA), Finance
UBS Investment Bank December 2012 - January 2015
UBS Investment Bank May 2012 - December 2012
Morgan Stanley July 2009 - September 2011
Morgan Stanley July 2007 - July 2009
Morgan Stanley December 2005 - July 2007
Morgan Stanley March 2004 - December 2005
State Bank of Long Island July 2002 - March 2004
Skills
Client Relationship..., Creative Problem Solving, Strategically Leading..., Technical Analysis, Articulate Communicating, Priority Management, CRM, Process Improvement, Equities, Investments, Trading, Hedge Funds, Portfolio Management, Securities, Financial Risk, Fixed Income, Bloomberg, Risk Management, Capital Markets
Education
Boston University - School of Management 1998 — 2002
Bachelor of Science - Business Administration (BSBA), Finance
Joe Cantu's Morgan Stanley Experience March 2002 - August 2007
Job Chief Investment Officer and President at CANTU TACTICAL WEALTH MANAGEMENT, INC.
Industry Investment Management
Experience
CANTU TACTICAL WEALTH MANAGEMENT, INC. January 2010 - Present
Merrill Lynch August 2007 - January 2010
Morgan Stanley March 2002 - August 2007
Texas County College January 1990 - January 2004
Smith Barney October 1995 - March 2002
MERRILL LYNCH October 1990 - November 1995
Regional Securites Firms July 1988 - November 1990
Combat Aviation Brigade, 1ST Cav. Div. US Army August 1986 - October 1988
HONDURAS, LATIN AMERICA EMBASSY-MIL.GROUP January 1986 - August 1986
Combat Aviation Brigade, 1ST Cav. Div. US Army July 1984 - January 1986
Skills
Certified Scuba Diver, Musician - Vocal and..., US Coast Guard..., Private Pilot Fixed Wing, West Point Society of..., Helicopter Pilot
Education
Boston University Graduate School of Management
Master of Science, Business Administration
United States Military Academy at West Point
Bachelor of Science, Engineering and Economics
CANTU TACTICAL WEALTH MANAGEMENT, INC. January 2010 - Present
Merrill Lynch August 2007 - January 2010
Morgan Stanley March 2002 - August 2007
Texas County College January 1990 - January 2004
Smith Barney October 1995 - March 2002
MERRILL LYNCH October 1990 - November 1995
Regional Securites Firms July 1988 - November 1990
Combat Aviation Brigade, 1ST Cav. Div. US Army August 1986 - October 1988
HONDURAS, LATIN AMERICA EMBASSY-MIL.GROUP January 1986 - August 1986
Combat Aviation Brigade, 1ST Cav. Div. US Army July 1984 - January 1986
Skills
Certified Scuba Diver, Musician - Vocal and..., US Coast Guard..., Private Pilot Fixed Wing, West Point Society of..., Helicopter Pilot
Education
Boston University Graduate School of Management
Master of Science, Business Administration
United States Military Academy at West Point
Bachelor of Science, Engineering and Economics
Molly Lawton Molly Lawton's Morgan Stanley Experience August 2008 - May 2009
Job Associate Global Brand Development Manager Dove Men+Care at Unilever
Industry Marketing and Advertising
Experience
Unilever September 2015 - Present
Avon December 2014 - September 2015
Prudential Financial December 2010 - December 2014
Night Agency December 2010 - December 2011
Reindeer November 2009 - November 2010
Morgan Stanley August 2008 - May 2009
Goldman Sachs Asset Management September 2007 - August 2008
John Hancock October 2006 - September 2007
Skills
Investments, Mutual Funds, Digital Marketing, Google Analytics, Digital Strategy, Strategy, Advertising, Social Media, Marketing, Analytics, Integrated Marketing, Strategic Planning, Facebook, Sales, Digital Media, Marketing Strategy, Online Advertising, Engagement Planning, Management, Social Media Marketing
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Master of Business Administration (M.B.A.)
Boston University - School of Management 2004 — 2006
BBA, Finance
United States Naval Academy 2002 — 2004
Economics
Bridgewater-Raynham Regional High School 1998 — 2002
Unilever September 2015 - Present
Avon December 2014 - September 2015
Prudential Financial December 2010 - December 2014
Night Agency December 2010 - December 2011
Reindeer November 2009 - November 2010
Morgan Stanley August 2008 - May 2009
Goldman Sachs Asset Management September 2007 - August 2008
John Hancock October 2006 - September 2007
Skills
Investments, Mutual Funds, Digital Marketing, Google Analytics, Digital Strategy, Strategy, Advertising, Social Media, Marketing, Analytics, Integrated Marketing, Strategic Planning, Facebook, Sales, Digital Media, Marketing Strategy, Online Advertising, Engagement Planning, Management, Social Media Marketing
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Master of Business Administration (M.B.A.)
Boston University - School of Management 2004 — 2006
BBA, Finance
United States Naval Academy 2002 — 2004
Economics
Bridgewater-Raynham Regional High School 1998 — 2002
Robert Deane Robert Deane's Morgan Stanley Experience 2001 - 2007
Job Chief Operating Officer and Head of Business Development at Farr, Miller & Washington
Industry Financial Services
Experience
Farr, Miller & Washington December 2014 - Present
Farr, Miller & Washington October 2014 - Present
Fidelity Investments February 2013 - October 2014
Ameriprise Financial Services, Inc. 2010 - 2012
Deutsche Bank Alex. Brown Private Wealth Management July 2007 - December 2010
Morgan Stanley 2001 - 2007
CAIS Internet 2000 - 2001
United States Merchant Marine Academy 1998 - 2000
Atlanta Committee for the Olympic Games 1995 - 1996
Education
The Johns Hopkins University - Carey Business School 2004 — 2009
Boston University 1992 — 1997
The Hill School
The Johns Hopkins University - Carey Business School
Farr, Miller & Washington December 2014 - Present
Farr, Miller & Washington October 2014 - Present
Fidelity Investments February 2013 - October 2014
Ameriprise Financial Services, Inc. 2010 - 2012
Deutsche Bank Alex. Brown Private Wealth Management July 2007 - December 2010
Morgan Stanley 2001 - 2007
CAIS Internet 2000 - 2001
United States Merchant Marine Academy 1998 - 2000
Atlanta Committee for the Olympic Games 1995 - 1996
Education
The Johns Hopkins University - Carey Business School 2004 — 2009
Boston University 1992 — 1997
The Hill School
The Johns Hopkins University - Carey Business School
Patricia Giovine's Morgan Stanley Experience May 2013 - Present
Job Associate ISG Finance Risk Management Team at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Morgan Stanley January 2013 - May 2013
Morgan Stanley August 2010 - December 2012
R Brown Partners October 2008 - July 2010
Northwestern Mutual May 2008 - June 2009
AIG June 2007 - August 2007
Permal Asset Management May 2006 - August 2006
Skills
Bloomberg, Financial Modeling, Fixed Income, Finance, Securities, Management
Education
Boston University 2005 — 2009
Economics; Business Administration, Economics, Business
Morgan Stanley May 2013 - Present
Morgan Stanley January 2013 - May 2013
Morgan Stanley August 2010 - December 2012
R Brown Partners October 2008 - July 2010
Northwestern Mutual May 2008 - June 2009
AIG June 2007 - August 2007
Permal Asset Management May 2006 - August 2006
Skills
Bloomberg, Financial Modeling, Fixed Income, Finance, Securities, Management
Education
Boston University 2005 — 2009
Economics; Business Administration, Economics, Business
R.A Krishnan's Morgan Stanley Experience August 2005 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2005 - Present
Fidelity Investments 1998 - 2005
Formis Computer Services 1992 - 1993
Formis Computer Services 1992 - 1993
Formis Computer Services 1992 - 1993
Skills
SDLC, Enterprise Architecture, Software Project..., Sybase, Autosys
Education
Boston University Questrom School of Business 2003 — 2005
MBA
Morgan Stanley August 2005 - Present
Fidelity Investments 1998 - 2005
Formis Computer Services 1992 - 1993
Formis Computer Services 1992 - 1993
Formis Computer Services 1992 - 1993
Skills
SDLC, Enterprise Architecture, Software Project..., Sybase, Autosys
Education
Boston University Questrom School of Business 2003 — 2005
MBA
Steven Lederer Steven Lederer's Morgan Stanley Experience June 1992 - Present
Job Senior Vice President Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 1992 - Present
Skills
Series 7, Alternative Investments, Asset Allocation, Investments, Wealth Management, Series 65, Equities, Series 63, Fixed Income, Investment Strategies, Securities, Asset Management, Portfolio Management, Investment Advisory, Hedge Funds, Retirement Planning, Capital Markets, Mutual Funds, ETFs, Financial Modeling, Equity Research, Private Equity, Options Strategies, Fiduciary Management, Separately Managed..., Variable Annuities, Fixed Annuities
Education
Boston University
Long Island University
Morgan Stanley June 1992 - Present
Skills
Series 7, Alternative Investments, Asset Allocation, Investments, Wealth Management, Series 65, Equities, Series 63, Fixed Income, Investment Strategies, Securities, Asset Management, Portfolio Management, Investment Advisory, Hedge Funds, Retirement Planning, Capital Markets, Mutual Funds, ETFs, Financial Modeling, Equity Research, Private Equity, Options Strategies, Fiduciary Management, Separately Managed..., Variable Annuities, Fixed Annuities
Education
Boston University
Long Island University
Shyam Iyer Shyam Iyer's Morgan Stanley Experience August 2005 - June 2009
Job
Industry Financial Services
Experience
Charles River Development March 2015 - Present
Charles River Development June 2012 - March 2015
Boston University School of Management March 2011 - June 2012
Charles River Development May 2011 - August 2011
iDom Consulting & Services Pvt. Ltd. June 2009 - August 2010
Morgan Stanley August 2005 - June 2009
Skills
Perl, SQL, Java, Business Analysis, C#, Project Management, Web Services, SDLC, Product Management, Trading, Trading Systems, Fixed Income
Education
Boston University Questrom School of Business 2010 — 2012
M.B.A., Finance
New York University - Polytechnic School of Engineering 2000 — 2005
B.S. and M.S. (Dual Degree), Computer Engineering
Charles River Development March 2015 - Present
Charles River Development June 2012 - March 2015
Boston University School of Management March 2011 - June 2012
Charles River Development May 2011 - August 2011
iDom Consulting & Services Pvt. Ltd. June 2009 - August 2010
Morgan Stanley August 2005 - June 2009
Skills
Perl, SQL, Java, Business Analysis, C#, Project Management, Web Services, SDLC, Product Management, Trading, Trading Systems, Fixed Income
Education
Boston University Questrom School of Business 2010 — 2012
M.B.A., Finance
New York University - Polytechnic School of Engineering 2000 — 2005
B.S. and M.S. (Dual Degree), Computer Engineering
Christopher Dewey's Morgan Stanley Experience March 2009 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2009 - Present
UBS Financial Services September 2000 - March 2009
Education
Boston University Questrom School of Business
Morgan Stanley March 2009 - Present
UBS Financial Services September 2000 - March 2009
Education
Boston University Questrom School of Business
Michael DiMaggio, CFP® Michael DiMaggio, CFP®'s Morgan Stanley Experience 2008 - 2009
Job Financial Advisor and Financial Services Representative at MetLife Securities, Inc.
Industry Financial Services
Experience
Baystate Financial July 2009 - Present
Morgan Stanley 2008 - 2009
Skills
Asset Allocation, Retirement, Insurance, Securities, Business, Series 7, Employee Benefits, Investment Advisory..., Retirement Planning, Series 63
Education
Colby College 2005 — 2009
BA, Economics
Boston University 2009 — 2011
Financial Planning
Worcester Academy 2003 — 2005
Baystate Financial July 2009 - Present
Morgan Stanley 2008 - 2009
Skills
Asset Allocation, Retirement, Insurance, Securities, Business, Series 7, Employee Benefits, Investment Advisory..., Retirement Planning, Series 63
Education
Colby College 2005 — 2009
BA, Economics
Boston University 2009 — 2011
Financial Planning
Worcester Academy 2003 — 2005
Doug Swirsky Doug Swirsky's Morgan Stanley Experience August 1997 - April 2000
Job President and Chief Executive Officer at GenVec
Industry Biotechnology
Experience
GenVec September 2013 - Present
Fibrocell Science March 2013 - Present
GenVec September 2006 - September 2013
PolyMedix, Inc. June 2009 - March 2013
Stifel Nicolaus December 2005 - September 2006
Legg Mason 2002 - 2005
UBS Investment Bank 2000 - 2002
Morgan Stanley August 1997 - April 2000
Zelenkofske Axelrod 1994 - 1996
Kenneth Leventhal & Co. 1992 - 1994
Skills
Due Diligence, Financial Modeling, Venture Capital, Mergers, Corporate Development, Private Equity, Valuation, IPO, Biotechnology, Investor Relations, Corporate Finance, Financial Analysis, Business Planning, Investment Banking, Finance, Mergers & Acquisitions, Strategic Planning, Start-ups, Infectious Diseases, Competitive Analysis, Strategy, SEC filings, Biopharmaceuticals, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA
Boston University Questrom School of Business 1989 — 1992
B.S., Business Administration (Accounting)
GenVec September 2013 - Present
Fibrocell Science March 2013 - Present
GenVec September 2006 - September 2013
PolyMedix, Inc. June 2009 - March 2013
Stifel Nicolaus December 2005 - September 2006
Legg Mason 2002 - 2005
UBS Investment Bank 2000 - 2002
Morgan Stanley August 1997 - April 2000
Zelenkofske Axelrod 1994 - 1996
Kenneth Leventhal & Co. 1992 - 1994
Skills
Due Diligence, Financial Modeling, Venture Capital, Mergers, Corporate Development, Private Equity, Valuation, IPO, Biotechnology, Investor Relations, Corporate Finance, Financial Analysis, Business Planning, Investment Banking, Finance, Mergers & Acquisitions, Strategic Planning, Start-ups, Infectious Diseases, Competitive Analysis, Strategy, SEC filings, Biopharmaceuticals, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA
Boston University Questrom School of Business 1989 — 1992
B.S., Business Administration (Accounting)
Lisa Scannell Lisa Scannell's Morgan Stanley Experience 2007 - 2008
Job Chief Marketing Officer at Isaacson, Miller
Industry Marketing and Advertising
Experience
Isaacson, Miller April 2015 - Present
Argo Group August 2010 - April 2015
Independent Consultant 2008 - August 2010
Morgan Stanley 2007 - 2008
Liberty Mutual Insurance 2002 - 2007
John Hancock Financial Services 1997 - 2002
John Hancock 1993 - 1997
John Hancock 1991 - 1993
John Hancock 1987 - 1991
Skills
Marketing Communications, Marketing Strategy, Corporate Communications, Advertising, Direct Marketing, Management Consulting, Market Research, Brand Architecture, Brand Management, Management, Public Relations, Strategy, Marketing, Internal Communications, B2B, Social Media, Strategic Planning
Education
Boston University - School of Management
MBA
Georgetown University
BS, Psychology
Isaacson, Miller April 2015 - Present
Argo Group August 2010 - April 2015
Independent Consultant 2008 - August 2010
Morgan Stanley 2007 - 2008
Liberty Mutual Insurance 2002 - 2007
John Hancock Financial Services 1997 - 2002
John Hancock 1993 - 1997
John Hancock 1991 - 1993
John Hancock 1987 - 1991
Skills
Marketing Communications, Marketing Strategy, Corporate Communications, Advertising, Direct Marketing, Management Consulting, Market Research, Brand Architecture, Brand Management, Management, Public Relations, Strategy, Marketing, Internal Communications, B2B, Social Media, Strategic Planning
Education
Boston University - School of Management
MBA
Georgetown University
BS, Psychology
Sidney Jackson Sidney Jackson's Morgan Stanley Experience June 2003 - March 2004
Job Director, Global Enrollment and Recruitment at The Johns Hopkins University School of Advanced International Studies
Industry Higher Education
Experience
The Johns Hopkins University School of Advanced International Studies August 2015 - Present
The Johns Hopkins University School of Advanced International Studies June 2009 - Present
Columbia Business School May 2004 - May 2009
Morgan Stanley June 2003 - March 2004
Columbia Business School August 2001 - August 2002
Columbia Business School August 1999 - August 2001
Bentley University March 1992 - August 1996
Canisius College August 1989 - February 1992
Skills
Higher Education, Admissions, Student Affairs, Recruiting, Academic Administration, Program Management, Student Development, Career Counseling, Career Development, Community Outreach, International Education, Nonprofits, Program Development, Program Evaluation, Staff Development, Intercultural..., Grant Writing
Education
New York University
M.A.
Boston University
Ed. M.
Canisius College
B.A.
The Johns Hopkins University School of Advanced International Studies August 2015 - Present
The Johns Hopkins University School of Advanced International Studies June 2009 - Present
Columbia Business School May 2004 - May 2009
Morgan Stanley June 2003 - March 2004
Columbia Business School August 2001 - August 2002
Columbia Business School August 1999 - August 2001
Bentley University March 1992 - August 1996
Canisius College August 1989 - February 1992
Skills
Higher Education, Admissions, Student Affairs, Recruiting, Academic Administration, Program Management, Student Development, Career Counseling, Career Development, Community Outreach, International Education, Nonprofits, Program Development, Program Evaluation, Staff Development, Intercultural..., Grant Writing
Education
New York University
M.A.
Boston University
Ed. M.
Canisius College
B.A.
Daniel Baradarian's Morgan Stanley Experience June 2004 - September 2004
Job Operations at Dolce Vita Intimates
Industry Information Technology and Services
Experience
Dolce Vita Intimates January 2011 - Present
Fused Dynamics March 2010 - Present
Taste4Tech Inc. June 2009 - Present
DAN BARA, LLC July 2006 - Present
ArchBrook Laguna November 2005 - September 2009
Morgan Stanley June 2004 - September 2004
Cyrus June 2001 - September 2001
Skills
Technology Development, Technology Integration, Information Management, Visio, Technology, XML, E-commerce, Online Advertising, Consulting, Financial Analysis, Systems Integration, Investments, Entrepreneurship, Financial Modeling, Quantitative Analysis, Valuation, Integration, Strategic Planning, Business Strategy, Finance, Strategic Financial..., Programming, Business Analysis, Business Intelligence, Product Development, Investment Strategies, Quantitative Analytics, Quantitative Investing, Predictive Modeling, Artificial Neural..., Web Intelligence, SQL, Project Management, Program Management, Analysis, Leadership
Education
Boston University Questrom School of Business 2001 — 2005
Bachelor of Science, Business Administration, Bachelor of Science, Business Administration; Finance and Management Information Systems
Dolce Vita Intimates January 2011 - Present
Fused Dynamics March 2010 - Present
Taste4Tech Inc. June 2009 - Present
DAN BARA, LLC July 2006 - Present
ArchBrook Laguna November 2005 - September 2009
Morgan Stanley June 2004 - September 2004
Cyrus June 2001 - September 2001
Skills
Technology Development, Technology Integration, Information Management, Visio, Technology, XML, E-commerce, Online Advertising, Consulting, Financial Analysis, Systems Integration, Investments, Entrepreneurship, Financial Modeling, Quantitative Analysis, Valuation, Integration, Strategic Planning, Business Strategy, Finance, Strategic Financial..., Programming, Business Analysis, Business Intelligence, Product Development, Investment Strategies, Quantitative Analytics, Quantitative Investing, Predictive Modeling, Artificial Neural..., Web Intelligence, SQL, Project Management, Program Management, Analysis, Leadership
Education
Boston University Questrom School of Business 2001 — 2005
Bachelor of Science, Business Administration, Bachelor of Science, Business Administration; Finance and Management Information Systems
Scott Moshen's Morgan Stanley Experience July 2010 - October 2011
Job Client Relationship Manager
Industry Financial Services
Experience
Private Practice October 2011 - Present
Morgan Stanley July 2010 - October 2011
JPMorgan December 2004 - July 2010
. December 2006 - December 2006
Morgan Stanley August 2004 - December 2004
Lehman Brothers March 2004 - August 2004
. January 2000 - March 2004
Skills
Derivatives, FX Options, Prime Brokerage, Currency, Securities, Fixed Income, Hedge Funds, Bloomberg, Investment Banking, Credit Derivatives, Mutual Funds, Options, Emerging Markets, Investments, Trading Systems, Portfolio Management, Financial Risk, Settlement, Foreign Exchange, Risk Management, Electronic Trading, FX trading, Proprietary Trading, Valuation, Bloomberg Terminal, Back Office, Technical Analysis, Relationship Management, Quantitative Analytics, Credit Risk
Education
Boston University
Bachelor of Arts, English Literature
LHS
Private Practice October 2011 - Present
Morgan Stanley July 2010 - October 2011
JPMorgan December 2004 - July 2010
. December 2006 - December 2006
Morgan Stanley August 2004 - December 2004
Lehman Brothers March 2004 - August 2004
. January 2000 - March 2004
Skills
Derivatives, FX Options, Prime Brokerage, Currency, Securities, Fixed Income, Hedge Funds, Bloomberg, Investment Banking, Credit Derivatives, Mutual Funds, Options, Emerging Markets, Investments, Trading Systems, Portfolio Management, Financial Risk, Settlement, Foreign Exchange, Risk Management, Electronic Trading, FX trading, Proprietary Trading, Valuation, Bloomberg Terminal, Back Office, Technical Analysis, Relationship Management, Quantitative Analytics, Credit Risk
Education
Boston University
Bachelor of Arts, English Literature
LHS
Sujee Saparamadu Sujee Saparamadu's Morgan Stanley Experience January 1998 - July 2006
Job CEO at OrangeHRM Inc
Industry Computer Software
Experience
OrangeHRM Inc 2006 - Present
Morgan Stanley January 1998 - July 2006
Merrill Lynch 2003 - 2004
hSenid Software International 2002 - 2003
Eastman Kodak 1996 - 1997
LaserData 1993 - 1996
Education
Boston University 1992 — 1993
MIS
University of New Haven 1989 — 1991
BS
DSS
OrangeHRM Inc 2006 - Present
Morgan Stanley January 1998 - July 2006
Merrill Lynch 2003 - 2004
hSenid Software International 2002 - 2003
Eastman Kodak 1996 - 1997
LaserData 1993 - 1996
Education
Boston University 1992 — 1993
MIS
University of New Haven 1989 — 1991
BS
DSS
Brian Chin's Morgan Stanley Experience July 2012 - February 2013
Job Senior Financial Analyst at iCIMS
Industry Financial Services
Experience
iCIMS February 2015 - Present
iCIMS March 2013 - February 2015
Morgan Stanley July 2012 - February 2013
iCIMS June 2011 - August 2011
Pearl Network at NYU College of Dentistry June 2009 - August 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Finance, Financial Reporting, Forecasting, Leadership, Competitive Analysis, Valuation, Business Intelligence, Predictive Analytics, Strategic Financial..., Budgets, KPI Reports, Reporting & Analysis, Marketing Analytics, Sales Analysis, Pricing Analysis, Bloomberg Terminal, DCF Valuation, Scenario Analysis, Professional Mentoring, Business Networking, Business Process..., Presentations, Salesforce.com, Host Analytics, Tableau, Net Suite, Adaptive Planning, SaaS Industry, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Access, SPSS, Financial Planning, Access, Conference Speaking
Education
Boston University Questrom School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance and Marketing
iCIMS February 2015 - Present
iCIMS March 2013 - February 2015
Morgan Stanley July 2012 - February 2013
iCIMS June 2011 - August 2011
Pearl Network at NYU College of Dentistry June 2009 - August 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Finance, Financial Reporting, Forecasting, Leadership, Competitive Analysis, Valuation, Business Intelligence, Predictive Analytics, Strategic Financial..., Budgets, KPI Reports, Reporting & Analysis, Marketing Analytics, Sales Analysis, Pricing Analysis, Bloomberg Terminal, DCF Valuation, Scenario Analysis, Professional Mentoring, Business Networking, Business Process..., Presentations, Salesforce.com, Host Analytics, Tableau, Net Suite, Adaptive Planning, SaaS Industry, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Access, SPSS, Financial Planning, Access, Conference Speaking
Education
Boston University Questrom School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance and Marketing
Arya Heidari Arya Heidari's Morgan Stanley Experience June 2015 - August 2015
Job MBA Candidate at NYU Stern School of Business
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Fig Leaf Software July 2009 - June 2014
Skills
Business Development, Finance, Financial Analysis, Accounting, Solution Selling, Leadership, Strategic Planning, Financial Modeling, Strategy, Project Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Boston University - School of Management 2005 — 2009
Bachelor's Degree, Finance
Morgan Stanley June 2015 - August 2015
Fig Leaf Software July 2009 - June 2014
Skills
Business Development, Finance, Financial Analysis, Accounting, Solution Selling, Leadership, Strategic Planning, Financial Modeling, Strategy, Project Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Boston University - School of Management 2005 — 2009
Bachelor's Degree, Finance
Guy Stephen Maxfield's Morgan Stanley Experience October 2004 - February 2013
Job Senior Software Engineer at BenTek
Industry Computer Software
Experience
BenTek July 2013 - Present
Morgan Stanley October 2004 - February 2013
Bear Stearns April 1998 - September 2004
DMR-Trecom March 1997 - March 1998
DMR-Trecom March 1996 - May 1997
DMR-Trecom May 1995 - March 1996
Morgan Stanley January 1991 - April 1995
Skills
Sybase, Java, SQL, DB2, Linux, Swing, Spring
Education
Boston University Graduate School of Management 1989 — 1990
MS MIS, Management Information Systems
Boston University Questrom School of Business 1985 — 1989
BSBA, Management Information Systems
BenTek July 2013 - Present
Morgan Stanley October 2004 - February 2013
Bear Stearns April 1998 - September 2004
DMR-Trecom March 1997 - March 1998
DMR-Trecom March 1996 - May 1997
DMR-Trecom May 1995 - March 1996
Morgan Stanley January 1991 - April 1995
Skills
Sybase, Java, SQL, DB2, Linux, Swing, Spring
Education
Boston University Graduate School of Management 1989 — 1990
MS MIS, Management Information Systems
Boston University Questrom School of Business 1985 — 1989
BSBA, Management Information Systems
Scott Klebanoff Scott Klebanoff's Morgan Stanley Experience August 2007 - December 2007
Job ABL Relationship Manager / Credit Analyst
Industry Banking
Experience
Wells Fargo Capital Finance July 2015 - Present
Salus Capital Partners June 2013 - July 2015
IBM May 2012 - August 2012
Merrill Lynch September 2010 - July 2011
Bank of America February 2008 - September 2010
Morgan Stanley August 2007 - December 2007
Procter & Gamble June 2003 - August 2006
Skills
Financial Modeling, Investments, Leadership, Financial Analysis, Mergers & Acquisitions, Analysis, Strategy, Finance, Private Equity, Venture Capital, Hedge Funds, Emerging Markets, Entrepreneurship, Management, Portfolio Management
Education
Boston University Graduate School of Management 2011 — 2013
MBA, Finance
Yale University 2003 — 2007
Bachelor's, Psychology
Wells Fargo Capital Finance July 2015 - Present
Salus Capital Partners June 2013 - July 2015
IBM May 2012 - August 2012
Merrill Lynch September 2010 - July 2011
Bank of America February 2008 - September 2010
Morgan Stanley August 2007 - December 2007
Procter & Gamble June 2003 - August 2006
Skills
Financial Modeling, Investments, Leadership, Financial Analysis, Mergers & Acquisitions, Analysis, Strategy, Finance, Private Equity, Venture Capital, Hedge Funds, Emerging Markets, Entrepreneurship, Management, Portfolio Management
Education
Boston University Graduate School of Management 2011 — 2013
MBA, Finance
Yale University 2003 — 2007
Bachelor's, Psychology
Sophia Celino Sophia Celino's Morgan Stanley Experience November 2001 - October 2002
Job Independent contractor in natural sciences
Industry Museums and Institutions
Experience
Smithsonian Institution, Museum of Natural History August 2015 - Present
US Fish and Wildlife Service June 2012 - July 2014
Smithsonian Conservation Biology Institute, Center for Conservation Education & Sustainability January 2013 - November 2013
The Blackstone Group October 2003 - June 2012
Morgan Stanley November 2001 - October 2002
Levittown School District September 2000 - June 2001
Florida Museum of Natural History August 1998 - July 2000
Skills
Microsoft Office, Windows 7, Mac OS X, Data Management, Project Coordination, Process Management, Non-profit Volunteer, Volunteer Recruiting, Amphibians, Field Work, Museum Collections, Coordinating Events, Financial Reporting
Education
University of Florida 1998 — 2000
M.S., Wildlife Ecology & Conservation
Boston University 1993 — 1997
B.A., Environmental Science with Biology minor
Smithsonian Institution, Museum of Natural History August 2015 - Present
US Fish and Wildlife Service June 2012 - July 2014
Smithsonian Conservation Biology Institute, Center for Conservation Education & Sustainability January 2013 - November 2013
The Blackstone Group October 2003 - June 2012
Morgan Stanley November 2001 - October 2002
Levittown School District September 2000 - June 2001
Florida Museum of Natural History August 1998 - July 2000
Skills
Microsoft Office, Windows 7, Mac OS X, Data Management, Project Coordination, Process Management, Non-profit Volunteer, Volunteer Recruiting, Amphibians, Field Work, Museum Collections, Coordinating Events, Financial Reporting
Education
University of Florida 1998 — 2000
M.S., Wildlife Ecology & Conservation
Boston University 1993 — 1997
B.A., Environmental Science with Biology minor
Melissa W. Eng Melissa W. Eng's Morgan Stanley Experience June 2012 - August 2012
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte November 2014 - Present
Capgemini Consulting July 2013 - October 2014
Bank of America Merrill Lynch November 2012 - May 2013
Morgan Stanley June 2012 - August 2012
Avid Technology March 2010 - August 2011
Parametric Technology Corporation February 2007 - March 2010
Stella McCartney January 2006 - April 2006
Salon Esprit May 2005 - August 2005
Skills
Salesforce.com, Microsoft Office, Training Delivery, Customer Relations, Data Analysis, PowerPoint, Excel, Outlook, Microsoft Excel, Change Management, Customer Service, Microsoft Word, Human Resources, Training, Coaching, Leadership Development, Sales, Consulting
Education
Teachers College of Columbia University 2011 — 2013
MA, Organizational Psychology
Boston University Questrom School of Business 2003 — 2007
Bachelor of Science in Business Administration, Organizational Behavior
Deloitte November 2014 - Present
Capgemini Consulting July 2013 - October 2014
Bank of America Merrill Lynch November 2012 - May 2013
Morgan Stanley June 2012 - August 2012
Avid Technology March 2010 - August 2011
Parametric Technology Corporation February 2007 - March 2010
Stella McCartney January 2006 - April 2006
Salon Esprit May 2005 - August 2005
Skills
Salesforce.com, Microsoft Office, Training Delivery, Customer Relations, Data Analysis, PowerPoint, Excel, Outlook, Microsoft Excel, Change Management, Customer Service, Microsoft Word, Human Resources, Training, Coaching, Leadership Development, Sales, Consulting
Education
Teachers College of Columbia University 2011 — 2013
MA, Organizational Psychology
Boston University Questrom School of Business 2003 — 2007
Bachelor of Science in Business Administration, Organizational Behavior
John Waldman, CPA's Morgan Stanley Experience May 2012 - August 2012
Job M&A Transaction Services Senior Associate at Deloitte
Industry Accounting
Experience
Deloitte August 2015 - Present
Deloitte & Touche, LLP May 2015 - August 2015
Deloitte & Touche, LLP September 2013 - May 2015
Morgan Stanley May 2012 - August 2012
Novo Nordisk A/S May 2011 - August 2011
Skills
Financial Reporting, Finance, Auditing, Due Diligence, Accounting, External Audit, US GAAP, Social Media, Research, PowerPoint, Microsoft Excel, Microsoft Office, Internal Controls
Education
Boston University - School of Management 2009 — 2013
BSBA, Accounting and Finance, Magna Cum Laude
Boston University
Deloitte August 2015 - Present
Deloitte & Touche, LLP May 2015 - August 2015
Deloitte & Touche, LLP September 2013 - May 2015
Morgan Stanley May 2012 - August 2012
Novo Nordisk A/S May 2011 - August 2011
Skills
Financial Reporting, Finance, Auditing, Due Diligence, Accounting, External Audit, US GAAP, Social Media, Research, PowerPoint, Microsoft Excel, Microsoft Office, Internal Controls
Education
Boston University - School of Management 2009 — 2013
BSBA, Accounting and Finance, Magna Cum Laude
Boston University
Rick Taussig's Morgan Stanley Experience August 2004 - December 2004
Job Sales Director at Wall Street Horizon
Industry Financial Services
Experience
Wall Street Horizon June 2015 - Present
Roubini Global Economics June 2014 - June 2015
Ned Davis Research, Inc. January 2012 - June 2014
Congress Asset Management August 2007 - January 2012
Putnam Investments July 2005 - June 2007
Morgan Stanley August 2004 - December 2004
Skills
Relationship Management, Sales Operations, Mutual Funds, Sales, CRM, Marketing, Salesforce.com, Business Development, Alternative Investments, Investments
Education
Boston University Questrom School of Business 2008 — 2009
COMMUNITY VOLUNTEER Boston Partners in Education 2007 — 2009
Hobart and William Smith Colleges 2000 — 2004
Exeter High School 1996 — 2000
Wall Street Horizon June 2015 - Present
Roubini Global Economics June 2014 - June 2015
Ned Davis Research, Inc. January 2012 - June 2014
Congress Asset Management August 2007 - January 2012
Putnam Investments July 2005 - June 2007
Morgan Stanley August 2004 - December 2004
Skills
Relationship Management, Sales Operations, Mutual Funds, Sales, CRM, Marketing, Salesforce.com, Business Development, Alternative Investments, Investments
Education
Boston University Questrom School of Business 2008 — 2009
COMMUNITY VOLUNTEER Boston Partners in Education 2007 — 2009
Hobart and William Smith Colleges 2000 — 2004
Exeter High School 1996 — 2000
Darren Zingarelli's Morgan Stanley Experience May 1999 - May 2000
Job Managing Director at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. July 2012 - Present
Knight Capital Group May 2000 - March 2013
Morgan Stanley May 1999 - May 2000
Skills
Equities, Alternative Investments, Equity Trading, Capital Markets, Electronic Trading, Derivatives, Series 24, Trading Systems, ETFs, Series 63, Bloomberg, Securities, Options, Trading, Financial Markets, Market Making, Proprietary Trading, FINRA, Series 7, Market Data, Investments, Hedge Funds, Fixed Income, Equity Derivatives, Management, Asset Management, Portfolio Management, Risk Management
Education
Boston University - School of Management 1995 — 1999
BSBA, Finance
KCG Holdings, Inc. July 2012 - Present
Knight Capital Group May 2000 - March 2013
Morgan Stanley May 1999 - May 2000
Skills
Equities, Alternative Investments, Equity Trading, Capital Markets, Electronic Trading, Derivatives, Series 24, Trading Systems, ETFs, Series 63, Bloomberg, Securities, Options, Trading, Financial Markets, Market Making, Proprietary Trading, FINRA, Series 7, Market Data, Investments, Hedge Funds, Fixed Income, Equity Derivatives, Management, Asset Management, Portfolio Management, Risk Management
Education
Boston University - School of Management 1995 — 1999
BSBA, Finance
Yovanka Bylander's Morgan Stanley Experience 1996 - 1999
Job Executive Director at ISS | Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services November 2011 - Present
Hawkstone Capital May 2011 - November 2011
Private Consultant January 2005 - January 2006
Fox-Pitt, Kelton 1999 - 2004
Morgan Stanley 1996 - 1999
Thomson BankWatch 1993 - 1996
Digital Equipment Corporation 1992 - 1993
Skills
Event Management, Entrepreneurship, Finance, Management, Start-ups, Social Media, Marketing Communications, Project Management, Market Research, Marketing, Investment Banking, Proposal Writing, Marketing Strategy, Business Planning, Fixed Income
Education
Boston University 1988 — 1992
BSBA, Business
Boston University Questrom School of Business 1988 — 1992
BSBA, Business Administration
ISS Institutional Shareholder Services November 2011 - Present
Hawkstone Capital May 2011 - November 2011
Private Consultant January 2005 - January 2006
Fox-Pitt, Kelton 1999 - 2004
Morgan Stanley 1996 - 1999
Thomson BankWatch 1993 - 1996
Digital Equipment Corporation 1992 - 1993
Skills
Event Management, Entrepreneurship, Finance, Management, Start-ups, Social Media, Marketing Communications, Project Management, Market Research, Marketing, Investment Banking, Proposal Writing, Marketing Strategy, Business Planning, Fixed Income
Education
Boston University 1988 — 1992
BSBA, Business
Boston University Questrom School of Business 1988 — 1992
BSBA, Business Administration
Alan D. Briskin Alan D. Briskin's Morgan Stanley Experience December 1998 - March 2004
Job Senior Market Specialist at Allenby Enterprises
Industry Financial Services
Experience
Allenby Enterprises March 2004 - Present
Morgan Stanley December 1998 - March 2004
Skills
Discovery, Negotiation, Funding, Customer Service, Follow Up, Insurance, Business Planning, Small Business, Investors, Real Estate Finance, Business Relationship..., Strategic Planning, Consultative Selling
Education
Boston University - School of Management 1977 — 1979
MBA, Finance/Marketing
Lafayette College 1966 — 1970
BA, English
Allenby Enterprises March 2004 - Present
Morgan Stanley December 1998 - March 2004
Skills
Discovery, Negotiation, Funding, Customer Service, Follow Up, Insurance, Business Planning, Small Business, Investors, Real Estate Finance, Business Relationship..., Strategic Planning, Consultative Selling
Education
Boston University - School of Management 1977 — 1979
MBA, Finance/Marketing
Lafayette College 1966 — 1970
BA, English
Sean Canty's Morgan Stanley Experience 2002 - 2004
Job Delivering Global Business Value | Team Performance and Technical Leadership
Industry Financial Services
Experience
Verizon Enterprise Solutions 2013 - Present
Thomson Reuters 2010 - 2013
Fidelity Investments 2007 - 2010
ManageSoft 2005 - 2007
Collective Technology Group, LLC (aquired by Accenture) 2002 - 2005
Morgan Stanley 2002 - 2004
Sprint Nextel,S 1996 - 2003
Skills
Integration, ITIL, IT Strategy, Data Center, Cloud Computing, Unix, PMP, SDLC, Enterprise Architecture, IT Management, Vendor Management, VMware, Telecommunications, Information Technology, Program Management, Cyber-security, IT Service Management, IT, Server Administration, Systems Engineering, Microsoft Exchange, Network Engineering, IT Security Policies &..., Solaris, Agile Project Management, Test Driven Development, Project Management, IT Project & Program..., IT Operations, IBM Tivoli, UML, Object Oriented Design, Wireless, Financial Services, Government, Pre-Sales Technical..., Client Server..., Veritas Storage..., Backup Solutions, Global Management, Enterprise Software, Management, SaaS, Security, Business Intelligence, Agile & Waterfall...
Education
Boston University
Master's degree, Computer Information Science
Boston University 2008 — 2009
Certificate, Advanced Project Management
Salem State University
BBA, Busines - MIS and Operations Management
Verizon Enterprise Solutions 2013 - Present
Thomson Reuters 2010 - 2013
Fidelity Investments 2007 - 2010
ManageSoft 2005 - 2007
Collective Technology Group, LLC (aquired by Accenture) 2002 - 2005
Morgan Stanley 2002 - 2004
Sprint Nextel,S 1996 - 2003
Skills
Integration, ITIL, IT Strategy, Data Center, Cloud Computing, Unix, PMP, SDLC, Enterprise Architecture, IT Management, Vendor Management, VMware, Telecommunications, Information Technology, Program Management, Cyber-security, IT Service Management, IT, Server Administration, Systems Engineering, Microsoft Exchange, Network Engineering, IT Security Policies &..., Solaris, Agile Project Management, Test Driven Development, Project Management, IT Project & Program..., IT Operations, IBM Tivoli, UML, Object Oriented Design, Wireless, Financial Services, Government, Pre-Sales Technical..., Client Server..., Veritas Storage..., Backup Solutions, Global Management, Enterprise Software, Management, SaaS, Security, Business Intelligence, Agile & Waterfall...
Education
Boston University
Master's degree, Computer Information Science
Boston University 2008 — 2009
Certificate, Advanced Project Management
Salem State University
BBA, Busines - MIS and Operations Management
Raisa Gorelik-Liberman's Morgan Stanley Experience May 2000 - September 2003
Job Information Wall Senior Compliance Manager at Freddie Mac
Industry Financial Services
Experience
Freddie Mac May 2014 - Present
Guggenheim Partners September 2009 - May 2014
Bank of America 2005 - 2009
Societe Generale September 2003 - February 2005
Morgan Stanley May 2000 - September 2003
Skills
Capital Markets, Investment Banking, Securities, FINRA, Fixed Income, Equities, Hedge Funds, Conflict Management, Equity Research, Information Barriers, Emerging Markets, Mergers, ABS, Derivatives, AML, Fixed Income Research, Mortgage Servicing, Mortgage Industry
Education
Brooklyn Law School 1996 — 1999
JD, Law
Boston University 1992 — 1996
Bachelor of Sciences, Magna Cum Laude, Double Major: Psychology/ Russian Studies and Literature
Freddie Mac May 2014 - Present
Guggenheim Partners September 2009 - May 2014
Bank of America 2005 - 2009
Societe Generale September 2003 - February 2005
Morgan Stanley May 2000 - September 2003
Skills
Capital Markets, Investment Banking, Securities, FINRA, Fixed Income, Equities, Hedge Funds, Conflict Management, Equity Research, Information Barriers, Emerging Markets, Mergers, ABS, Derivatives, AML, Fixed Income Research, Mortgage Servicing, Mortgage Industry
Education
Brooklyn Law School 1996 — 1999
JD, Law
Boston University 1992 — 1996
Bachelor of Sciences, Magna Cum Laude, Double Major: Psychology/ Russian Studies and Literature
Nicole Conniff's Morgan Stanley Experience June 2012 - August 2012
Job Audit Assistant at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte & Touche LLP September 2015 - Present
Boston University Questrom School of Business Graduate Program Office June 2013 - May 2015
Morgan Stanley Wealth Management June 2014 - August 2014
All State Sales Group July 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Office, QuickBooks, Organization, Teamwork, Writing, Punctual, Creativity, Invoicing, Payroll, Leadership, Customer Service, Facebook, PowerPoint, Microsoft Word
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor's Degree, Dual Concentrations in Accounting & Law
Boston University College of General Studies 2011 — 2013
Colts Neck High School 2007 — 2011
High School
Deloitte & Touche LLP September 2015 - Present
Boston University Questrom School of Business Graduate Program Office June 2013 - May 2015
Morgan Stanley Wealth Management June 2014 - August 2014
All State Sales Group July 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Office, QuickBooks, Organization, Teamwork, Writing, Punctual, Creativity, Invoicing, Payroll, Leadership, Customer Service, Facebook, PowerPoint, Microsoft Word
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor's Degree, Dual Concentrations in Accounting & Law
Boston University College of General Studies 2011 — 2013
Colts Neck High School 2007 — 2011
High School
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
Norbert Biczok's Morgan Stanley Experience September 2010 - Present
Job Executive Director, Operations and Compliance Technologies at Morgan Stanley
Industry Information Services
Experience
Morgan Stanley September 2010 - Present
Mercer January 2010 - September 2010
Bloomberg LP August 2009 - January 2010
Lionbridge November 2007 - April 2009
Motorola March 2004 - November 2007
ION Geophysical March 1999 - March 2004
Datatrans Internet Kft. October 1997 - February 1999
Skills
Agile Methodologies, Software Development, Linux, Java, C#, IIS, C++, SQL, Shell Scripting, Scrum, Web Operations, Software Engineering, Embedded Linux, Microsoft SQL Server, SDLC, Telecommunications, Visual C++, Perl, Integration, Device Drivers
Education
Boston University Questrom School of Business 2005 — 2009
MBA, Finance, Strategy
Eindhoven University of Technology 1996 — 1997
8.7, MSc Telecommunication
Obuda University 1992 — 1996
5, BSc EE, Computer Science
Morgan Stanley September 2010 - Present
Mercer January 2010 - September 2010
Bloomberg LP August 2009 - January 2010
Lionbridge November 2007 - April 2009
Motorola March 2004 - November 2007
ION Geophysical March 1999 - March 2004
Datatrans Internet Kft. October 1997 - February 1999
Skills
Agile Methodologies, Software Development, Linux, Java, C#, IIS, C++, SQL, Shell Scripting, Scrum, Web Operations, Software Engineering, Embedded Linux, Microsoft SQL Server, SDLC, Telecommunications, Visual C++, Perl, Integration, Device Drivers
Education
Boston University Questrom School of Business 2005 — 2009
MBA, Finance, Strategy
Eindhoven University of Technology 1996 — 1997
8.7, MSc Telecommunication
Obuda University 1992 — 1996
5, BSc EE, Computer Science
Robert Les's Morgan Stanley Experience April 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Barclays Capital October 2010 - April 2014
Sapient November 2009 - October 2010
Natixis June 2003 - March 2009
Lehman Brothers 2000 - 2003
Skills
Fixed Income, Risk Management, Trading, Finance, Capital Markets, Derivatives, Investment Banking, Equities, Hedge Funds, Bloomberg, Loans, Portfolio Management, Trading Systems, Mortgage Lending, Securitization
Education
William Paterson University of New Jersey 1996 — 2000
BS, Business Administration, Finance, and Economics
Boston University - Metropolitan College
Morgan Stanley April 2014 - Present
Barclays Capital October 2010 - April 2014
Sapient November 2009 - October 2010
Natixis June 2003 - March 2009
Lehman Brothers 2000 - 2003
Skills
Fixed Income, Risk Management, Trading, Finance, Capital Markets, Derivatives, Investment Banking, Equities, Hedge Funds, Bloomberg, Loans, Portfolio Management, Trading Systems, Mortgage Lending, Securitization
Education
William Paterson University of New Jersey 1996 — 2000
BS, Business Administration, Finance, and Economics
Boston University - Metropolitan College
Meaghan Gray's Morgan Stanley Experience April 2010 - July 2010
Job Angelo, Gordon & Co.
Industry Financial Services
Experience
Angelo, Gordon & Co. July 2010 - Present
Morgan Stanley April 2010 - July 2010
Ernst & Young July 2006 - April 2010
Skills
Project Management, Business Analysis, Financial Services, Alternative Investments, Consulting, Regulatory Compliance, Tax Compliance, FATCA, Outsourcing Management, Outsourcing
Education
Boston University 2002 — 2006
Bachelor's degree, Accounting
Angelo, Gordon & Co. July 2010 - Present
Morgan Stanley April 2010 - July 2010
Ernst & Young July 2006 - April 2010
Skills
Project Management, Business Analysis, Financial Services, Alternative Investments, Consulting, Regulatory Compliance, Tax Compliance, FATCA, Outsourcing Management, Outsourcing
Education
Boston University 2002 — 2006
Bachelor's degree, Accounting
Michael Velasco, CTP's Morgan Stanley Experience July 2012 - April 2014
Job Senior Manager, Treasury at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Capital America June 2014 - Present
Morgan Stanley July 2012 - April 2014
Citigroup February 2011 - July 2012
SunTrust Bank July 2005 - August 2010
Citigroup February 2000 - March 2005
UBS June 1998 - February 2000
Skills
Funding, Liquidity Risk, Trading, Treasury Management, FX Options, Liquidity Management, Capital Markets, Basel III, Analysis, Fixed Income, Treasury
Education
Boston University - School of Management
Florida State University
Master of Business Administration (MBA)
Hyundai Capital America June 2014 - Present
Morgan Stanley July 2012 - April 2014
Citigroup February 2011 - July 2012
SunTrust Bank July 2005 - August 2010
Citigroup February 2000 - March 2005
UBS June 1998 - February 2000
Skills
Funding, Liquidity Risk, Trading, Treasury Management, FX Options, Liquidity Management, Capital Markets, Basel III, Analysis, Fixed Income, Treasury
Education
Boston University - School of Management
Florida State University
Master of Business Administration (MBA)
Michael Cyprys, CFA, CPA's Morgan Stanley Experience March 2010 - Present
Job Senior Research Analyst / Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley March 2010 - Present
Oppenheimer & Co. Inc. May 2009 - March 2010
Merrill Lynch September 2005 - May 2009
Deloitte November 2003 - September 2005
Skills
Investment Banking, Corporate Finance, Financial Modeling, Investments, Equity Research, Valuation, Equities, Capital Markets, Financial Analysis, Financial Services
Education
Boston University - School of Management 1999 — 2003
BSBA, Business
Morgan Stanley March 2010 - Present
Oppenheimer & Co. Inc. May 2009 - March 2010
Merrill Lynch September 2005 - May 2009
Deloitte November 2003 - September 2005
Skills
Investment Banking, Corporate Finance, Financial Modeling, Investments, Equity Research, Valuation, Equities, Capital Markets, Financial Analysis, Financial Services
Education
Boston University - School of Management 1999 — 2003
BSBA, Business
Stephen Lascher's Morgan Stanley Experience September 1999 - August 2000
Job Sales Manager, Wells Fargo Private Mortgage Banking NMLSR #413936
Industry Banking
Experience
Wells Fargo Private Mortgage Banking April 2003 - Present
UBS September 2000 - January 2002
Morgan Stanley September 1999 - August 2000
Skills
Mortgage Lending, Mortgage Banking, Equity Research, Real Estate, Loans, Loan Origination, Investment Properties, FHA, Selling, Residential Mortgages, Refinance, Investments, Credit, First Time Home Buyers, Real Estate Transactions, Negotiation, Real Estate Economics, Underwriting, Banking, Sales Management, Real Estate Financing, Condos, Credit Analysis
Education
Boston University 1995 — 1999
BS, Interdisciplinary Studies
Wells Fargo Private Mortgage Banking April 2003 - Present
UBS September 2000 - January 2002
Morgan Stanley September 1999 - August 2000
Skills
Mortgage Lending, Mortgage Banking, Equity Research, Real Estate, Loans, Loan Origination, Investment Properties, FHA, Selling, Residential Mortgages, Refinance, Investments, Credit, First Time Home Buyers, Real Estate Transactions, Negotiation, Real Estate Economics, Underwriting, Banking, Sales Management, Real Estate Financing, Condos, Credit Analysis
Education
Boston University 1995 — 1999
BS, Interdisciplinary Studies
Christina Wong's Morgan Stanley Experience December 2007 - June 2008
Job Chief Financial Officer at Aetna Better Health of New York (Medicaid)
Industry Health, Wellness and Fitness
Experience
Aetna Better Health of New York (Medicaid) December 2014 - Present
Aetna September 2013 - December 2014
Aetna May 2012 - September 2013
Aetna March 2010 - May 2012
Merrill Lynch September 2008 - March 2009
Morgan Stanley December 2007 - June 2008
Morgan Stanley December 2006 - December 2007
Morgan Stanley September 2005 - December 2006
Morgan Stanley April 2004 - September 2005
Skills
Financial Modeling, Corporate Development, Mergers, Corporate Finance, Private Equity, Alternative Investments, Investment Banking, Mergers & Acquisitions, Valuation, Due Diligence, Strategy, Financial Analysis, Finance, Financial Services, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Corporate Finance
Boston University Questrom School of Business 1998 — 2002
BSBA, Finance
Danvers High School 1995 — 1998
High School Diploma
Aetna Better Health of New York (Medicaid) December 2014 - Present
Aetna September 2013 - December 2014
Aetna May 2012 - September 2013
Aetna March 2010 - May 2012
Merrill Lynch September 2008 - March 2009
Morgan Stanley December 2007 - June 2008
Morgan Stanley December 2006 - December 2007
Morgan Stanley September 2005 - December 2006
Morgan Stanley April 2004 - September 2005
Skills
Financial Modeling, Corporate Development, Mergers, Corporate Finance, Private Equity, Alternative Investments, Investment Banking, Mergers & Acquisitions, Valuation, Due Diligence, Strategy, Financial Analysis, Finance, Financial Services, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Corporate Finance
Boston University Questrom School of Business 1998 — 2002
BSBA, Finance
Danvers High School 1995 — 1998
High School Diploma
Matt Taylor, CFA's Morgan Stanley Experience September 2005 - June 2007
Job Medical Supplies and Devices Equity Research Analyst at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2009 - Present
BMO Capital Markets October 2007 - September 2009
Morgan Stanley September 2005 - June 2007
Skills
Equity Research, Valuation, Equities, Financial Modeling, Capital Markets, Series 7, Due Diligence
Education
Fordham University - Graduate School of Business Administration 2004 — 2007
MBA, Finance, GPA 3.96
Boston University 1998 — 2002
B.S., Biomedical Engineering, Cum Laude
Barclays Capital September 2009 - Present
BMO Capital Markets October 2007 - September 2009
Morgan Stanley September 2005 - June 2007
Skills
Equity Research, Valuation, Equities, Financial Modeling, Capital Markets, Series 7, Due Diligence
Education
Fordham University - Graduate School of Business Administration 2004 — 2007
MBA, Finance, GPA 3.96
Boston University 1998 — 2002
B.S., Biomedical Engineering, Cum Laude
Frank Allsman, MBA's Morgan Stanley Experience July 2007 - October 2013
Job Vice President, J.P. Morgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Makosi October 2013 - May 2015
Morgan Stanley July 2007 - October 2013
Morgan Stanley June 2005 - June 2007
Morgan Stanley December 2004 - June 2005
Fidelity Investments 1995 - 2004
Skills
Financial Reporting, Due Diligence, Management, Project Management, Process Improvement, Financial Risk, Finance, Investment Banking, Business Strategy, Investments, Internal Audit, Leadership, Financial Modeling, Governance
Education
Boston University Questrom School of Business 2000 — 2002
MBA
Penn State University 1987 — 1991
BS
The George Washington University - School of Business 2006 — 2006
JPMorgan Chase & Co. May 2015 - Present
Makosi October 2013 - May 2015
Morgan Stanley July 2007 - October 2013
Morgan Stanley June 2005 - June 2007
Morgan Stanley December 2004 - June 2005
Fidelity Investments 1995 - 2004
Skills
Financial Reporting, Due Diligence, Management, Project Management, Process Improvement, Financial Risk, Finance, Investment Banking, Business Strategy, Investments, Internal Audit, Leadership, Financial Modeling, Governance
Education
Boston University Questrom School of Business 2000 — 2002
MBA
Penn State University 1987 — 1991
BS
The George Washington University - School of Business 2006 — 2006
Schonda Fields's Morgan Stanley Experience 1996 - 2005
Job Global Account Manager at FTSE Group
Industry Financial Services
Experience
FTSE Group January 2014 - Present
Thomson Reuters August 2013 - December 2013
Kota Global Securities August 2010 - August 2013
AQUA June 2007 - October 2010
Morgan Stanley 1996 - 2005
Jefferies & Company 1996 - 1998
Skills
Capital Markets, Securities, Electronic Trading, Bloomberg, Valuation, Trading, Investments, Hedge Funds, Investment Banking, Corporate Finance, Portfolio Management, Series 63, Equity Trading, Trading System, Private Equity, Alternative Investments, Options, Asset Allocation, Derivatives, Asset Managment, Equity Research, Investment Management, Analysis, Sustainability, Corporate Social..., Business Analysis, Mutual Funds, Venture Capital, Market Data, Impact Investing, Project Management, Strategic Planning, Fixed Income, Series 7, Trading Systems, Equity Derivatives, Social Entrepreneurship, Marketing Strategy, Due Diligence, Business Strategy
Education
Fordham Gabelli School of Business 1994 — 1996
MBA, Finance
Boston University 1988 — 1992
BA, Computer Science
FTSE Group January 2014 - Present
Thomson Reuters August 2013 - December 2013
Kota Global Securities August 2010 - August 2013
AQUA June 2007 - October 2010
Morgan Stanley 1996 - 2005
Jefferies & Company 1996 - 1998
Skills
Capital Markets, Securities, Electronic Trading, Bloomberg, Valuation, Trading, Investments, Hedge Funds, Investment Banking, Corporate Finance, Portfolio Management, Series 63, Equity Trading, Trading System, Private Equity, Alternative Investments, Options, Asset Allocation, Derivatives, Asset Managment, Equity Research, Investment Management, Analysis, Sustainability, Corporate Social..., Business Analysis, Mutual Funds, Venture Capital, Market Data, Impact Investing, Project Management, Strategic Planning, Fixed Income, Series 7, Trading Systems, Equity Derivatives, Social Entrepreneurship, Marketing Strategy, Due Diligence, Business Strategy
Education
Fordham Gabelli School of Business 1994 — 1996
MBA, Finance
Boston University 1988 — 1992
BA, Computer Science
Brian Rossi's Morgan Stanley Experience April 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Moody's December 2010 - April 2014
State Street January 2010 - December 2010
Ardour Capital Investments June 2008 - June 2009
The Bank of New York August 2005 - August 2007
Skills
Renewable Energy, Financial Analysis, Project Finance, Project Management, Business Analysis, Valuation, Corporate Finance, Bloomberg, Fixed Income, Finance, Strategy, Financial Modeling, Equities, Investment Banking, Portfolio Management, Capital Markets, Equity Research, Investments, Derivatives, Securities, Emerging Markets, Bloomberg Terminal, Hedge Funds, Bonds, Economics, Financial Accounting, Financial Reporting
Education
Boston University - School of Management 2007 — 2009
Master of Business Administration (MBA), Finance
Drew University 2001 — 2005
BA, Economics, Political Science
Ridgewood High School 1997 — 2001
Morgan Stanley April 2014 - Present
Moody's December 2010 - April 2014
State Street January 2010 - December 2010
Ardour Capital Investments June 2008 - June 2009
The Bank of New York August 2005 - August 2007
Skills
Renewable Energy, Financial Analysis, Project Finance, Project Management, Business Analysis, Valuation, Corporate Finance, Bloomberg, Fixed Income, Finance, Strategy, Financial Modeling, Equities, Investment Banking, Portfolio Management, Capital Markets, Equity Research, Investments, Derivatives, Securities, Emerging Markets, Bloomberg Terminal, Hedge Funds, Bonds, Economics, Financial Accounting, Financial Reporting
Education
Boston University - School of Management 2007 — 2009
Master of Business Administration (MBA), Finance
Drew University 2001 — 2005
BA, Economics, Political Science
Ridgewood High School 1997 — 2001
Timothy Schlock's Morgan Stanley Experience August 2013 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - August 2012
Well Fargo Securities LLC June 2006 - July 2011
Deloitte September 2005 - February 2006
Deloitte September 2003 - September 2005
Skills
Corporate Finance, Valuation, Investment Banking, Financial Modeling, Asset Management, Financial Analysis, Equity Research
Education
Kellogg School of Management 2011 — 2013
MBA
Boston University - School of Management 1999 — 2003
Bachelor of Science (BS)
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - August 2012
Well Fargo Securities LLC June 2006 - July 2011
Deloitte September 2005 - February 2006
Deloitte September 2003 - September 2005
Skills
Corporate Finance, Valuation, Investment Banking, Financial Modeling, Asset Management, Financial Analysis, Equity Research
Education
Kellogg School of Management 2011 — 2013
MBA
Boston University - School of Management 1999 — 2003
Bachelor of Science (BS)
Joe Spano's Morgan Stanley Experience August 1997 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 1997 - Present
Skills
Prime Brokerage, Middle Office, Equities, Fixed Income
Education
Pace University 2004 — 2007
MBA
Boston University - School of Management 1993 — 1997
BSBA, Finance
Morgan Stanley August 1997 - Present
Skills
Prime Brokerage, Middle Office, Equities, Fixed Income
Education
Pace University 2004 — 2007
MBA
Boston University - School of Management 1993 — 1997
BSBA, Finance
Sammy Gergis's Morgan Stanley Experience April 2003 - April 2004
Job Assistant Superintendent for Finance and Management Services at South Country Central School District
Industry Education Management
Experience
South Country Central School District June 2015 - Present
Huntington Union Free School District July 2012 - Present
Plainview-Old Bethpage Central School District June 2008 - June 2012
Hofstra University September 2004 - May 2008
Morgan Stanley April 2003 - April 2004
Hess Corporation July 2001 - April 2003
Skills
Teaching, Research, Public Speaking, Event Planning, Community Outreach, Nonprofits, Editing, Fundraising, Social Media, Data Analysis, PowerPoint, Social Networking, Project Management, Program Management, Marketing Communications, Curriculum Development, Human Resources, Higher Education, Staff Development
Education
Hofstra University 2008 — 2015
Doctor of Education (EdD), Educational Leadership and Administration, General, K-12
Harvard University 2013 — 2013
Certificate in Leadership Training, Educational Leadership and Administration, General
Hofstra University 2006 — 2008
Certificate of Advanced Study, Educational Leadership and Administration, General, K-12
Hofstra University 2005 — 2006
Master of Arts (MA), Education
Boston University 1997 — 2001
Bachelor of Arts (BA), Economics
South Country Central School District June 2015 - Present
Huntington Union Free School District July 2012 - Present
Plainview-Old Bethpage Central School District June 2008 - June 2012
Hofstra University September 2004 - May 2008
Morgan Stanley April 2003 - April 2004
Hess Corporation July 2001 - April 2003
Skills
Teaching, Research, Public Speaking, Event Planning, Community Outreach, Nonprofits, Editing, Fundraising, Social Media, Data Analysis, PowerPoint, Social Networking, Project Management, Program Management, Marketing Communications, Curriculum Development, Human Resources, Higher Education, Staff Development
Education
Hofstra University 2008 — 2015
Doctor of Education (EdD), Educational Leadership and Administration, General, K-12
Harvard University 2013 — 2013
Certificate in Leadership Training, Educational Leadership and Administration, General
Hofstra University 2006 — 2008
Certificate of Advanced Study, Educational Leadership and Administration, General, K-12
Hofstra University 2005 — 2006
Master of Arts (MA), Education
Boston University 1997 — 2001
Bachelor of Arts (BA), Economics
Pawler Garrahan's Morgan Stanley Experience October 1983 - February 1988
Job Sales Professional at Lila Delman Real Estate
Industry Real Estate
Experience
Lila Delman Real Estate August 2009 - Present
Wyndham Vacation Ownership July 2008 - March 2009
Hyatt Grand Aspen February 2008 - July 2008
The Little Nell Aspen February 2008 - June 2008
The Dressing Room/Wholesome Wave February 2007 - February 2008
The Somerset Group January 2005 - June 2007
THE GARRAHAN GROUP January 2000 - 2005
Smith Hanley Associates April 1995 - January 2000
Morgan Stanley October 1983 - February 1988
CBS News 1981 - 1983
Skills
Selling, Real Estate, Sales, Marketing, Luxury, Negotiation, Sellers, Relocation, Home Staging, Condos, Referrals, Closing Deals, Single Family Homes, Property, First Time Home Buyers, Buyers, Buyer Representation, Vacation Homes, Networking, Contract Negotiation, Social Media Marketing, Real Estate Transactions, Deal Closure, Seller Representation, Sourcing, Event Planning, Fundraising, Event Management, Public Speaking, Real Estate Investing, Stagging, Real Estate Negotiating, Full-life Cycle...
Education
Boston University 1976 — 1980
Bachelor of Science (BS), Communications
Northfield Mount Hermon 1973 — 1976
Northfield Mount Hermon School, college prep
Lila Delman Real Estate August 2009 - Present
Wyndham Vacation Ownership July 2008 - March 2009
Hyatt Grand Aspen February 2008 - July 2008
The Little Nell Aspen February 2008 - June 2008
The Dressing Room/Wholesome Wave February 2007 - February 2008
The Somerset Group January 2005 - June 2007
THE GARRAHAN GROUP January 2000 - 2005
Smith Hanley Associates April 1995 - January 2000
Morgan Stanley October 1983 - February 1988
CBS News 1981 - 1983
Skills
Selling, Real Estate, Sales, Marketing, Luxury, Negotiation, Sellers, Relocation, Home Staging, Condos, Referrals, Closing Deals, Single Family Homes, Property, First Time Home Buyers, Buyers, Buyer Representation, Vacation Homes, Networking, Contract Negotiation, Social Media Marketing, Real Estate Transactions, Deal Closure, Seller Representation, Sourcing, Event Planning, Fundraising, Event Management, Public Speaking, Real Estate Investing, Stagging, Real Estate Negotiating, Full-life Cycle...
Education
Boston University 1976 — 1980
Bachelor of Science (BS), Communications
Northfield Mount Hermon 1973 — 1976
Northfield Mount Hermon School, college prep
Sandra Haynes's Morgan Stanley Experience 1997 - 2001
Job JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2005 - Present
Morgan Stanley 1997 - 2001
Partners In Care - Visiting Nurse Service 1993 - 1997
Education
Boston University 1977 — 1982
BS Engineering, Computer, Electrical, Biomedical
JPMorgan Chase 2005 - Present
Morgan Stanley 1997 - 2001
Partners In Care - Visiting Nurse Service 1993 - 1997
Education
Boston University 1977 — 1982
BS Engineering, Computer, Electrical, Biomedical
Bonnie Rozales's Morgan Stanley Experience 2002 - 2004
Job Assistant General Manager at Patina Restaurant Group
Industry Restaurants
Experience
Stout Assistant General ManagerPatina Restaurant GroupJune 2014 - Present
Stout NYC 2005 - Present
Steak Frites 2004 - 2005
Morgan Stanley 2002 - 2004
Tribeca Grand Hotel 2002 - 2004
Skills
Customer Service, Budgets, Microsoft Word, Real Estate, Accounting, Microsoft Excel, Investments, Event Planning, Restaurants, Social Media, Sales Management, Food & Beverage, Event Management, Hospitality, Leadership, Marketing, Sales
Education
Boston University Questrom School of Business 1997 — 2001
Stout Assistant General ManagerPatina Restaurant GroupJune 2014 - Present
Stout NYC 2005 - Present
Steak Frites 2004 - 2005
Morgan Stanley 2002 - 2004
Tribeca Grand Hotel 2002 - 2004
Skills
Customer Service, Budgets, Microsoft Word, Real Estate, Accounting, Microsoft Excel, Investments, Event Planning, Restaurants, Social Media, Sales Management, Food & Beverage, Event Management, Hospitality, Leadership, Marketing, Sales
Education
Boston University Questrom School of Business 1997 — 2001
Paras Mahadevia's Morgan Stanley Experience 2008 - 2008
Job Manager, NBC Ent. Marketing Technology
Industry Information Technology and Services
Experience
NBCUniversal, Inc. September 2013 - Present
NBCUniversal, Inc. August 2011 - January 2014
StartingBloc February 2012 - March 2012
GE July 2009 - August 2011
Boston University School of Law September 2007 - May 2009
Morgan Stanley 2008 - 2008
Education
Boston University Questrom School of Business 2006 — 2009
BS, Finance, Management Information Systems
NBCUniversal, Inc. September 2013 - Present
NBCUniversal, Inc. August 2011 - January 2014
StartingBloc February 2012 - March 2012
GE July 2009 - August 2011
Boston University School of Law September 2007 - May 2009
Morgan Stanley 2008 - 2008
Education
Boston University Questrom School of Business 2006 — 2009
BS, Finance, Management Information Systems
Masako Teng's Morgan Stanley Experience January 1996 - April 1996
Job Underwriting Associate at Freddie Mac
Industry Financial Services
Experience
Freddie Mac February 2011 - Present
Capmark Finance Inc. October 2004 - March 2009
Bank One, NA October 2003 - May 2004
ORIX USA CORPORATION April 1997 - September 2003
DEUTSCHE MORGAN GRENFELL Capital Markets Limited June 1996 - August 1996
MORGAN STANLEY January 1996 - April 1996
American Re-Insurance Company April 1987 - September 1991
Skills
Real Estate, Financial Analysis, Finance, Real Estate Economics, Underwriting, Credit, Portfolio Management, Due Diligence, Loans, Valuation, Strategic Planning
Education
Boston University Questrom School of Business 1993 — 1995
Bachelor of Science, Business Administration, Finance
Yamawaki College
Freddie Mac February 2011 - Present
Capmark Finance Inc. October 2004 - March 2009
Bank One, NA October 2003 - May 2004
ORIX USA CORPORATION April 1997 - September 2003
DEUTSCHE MORGAN GRENFELL Capital Markets Limited June 1996 - August 1996
MORGAN STANLEY January 1996 - April 1996
American Re-Insurance Company April 1987 - September 1991
Skills
Real Estate, Financial Analysis, Finance, Real Estate Economics, Underwriting, Credit, Portfolio Management, Due Diligence, Loans, Valuation, Strategic Planning
Education
Boston University Questrom School of Business 1993 — 1995
Bachelor of Science, Business Administration, Finance
Yamawaki College
Seth Bruno's Morgan Stanley Experience March 2011 - October 2012
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley March 2011 - October 2012
Scout Performance, LLC April 2001 - September 2011
The Children's Place June 1999 - April 2001
J.Crew April 1993 - June 1999
Morgan Stanley August 1990 - September 1992
Skills
Problem Solving, Financial Analysis, Direct Marketing, Apparel, Entrepreneurship, Sourcing Materials, Apparel Sourcing, Athletic Apparel, Customer Engagement, MS Excel Pivot Tables, Microsoft Office, Strategic Planning, Private Equity, Retail, Business Strategy, Management, Strategy, Forecasting, Budgets, Strategic Partnerships, Analytics, E-commerce, Product Development, Account Management, Product Management, Online Marketing
Education
Boston University
BA, Economics and Philosophy
Morgan Stanley March 2011 - October 2012
Scout Performance, LLC April 2001 - September 2011
The Children's Place June 1999 - April 2001
J.Crew April 1993 - June 1999
Morgan Stanley August 1990 - September 1992
Skills
Problem Solving, Financial Analysis, Direct Marketing, Apparel, Entrepreneurship, Sourcing Materials, Apparel Sourcing, Athletic Apparel, Customer Engagement, MS Excel Pivot Tables, Microsoft Office, Strategic Planning, Private Equity, Retail, Business Strategy, Management, Strategy, Forecasting, Budgets, Strategic Partnerships, Analytics, E-commerce, Product Development, Account Management, Product Management, Online Marketing
Education
Boston University
BA, Economics and Philosophy
Mo Yang's Morgan Stanley Experience June 2007 - August 2007
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
The Wharton School July 2014 - Present
Cressey & Co August 2011 - July 2014
JP Morgan June 2009 - July 2011
JP Morgan June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Boston University School of Management September 2006 - May 2007
Education
Boston University Questrom School of Business 2005 — 2009
B.S.B.A, Finance and International Relations
The Lawrenceville School 2001 — 2005
University of Pennsylvania - The Wharton School
The Wharton School July 2014 - Present
Cressey & Co August 2011 - July 2014
JP Morgan June 2009 - July 2011
JP Morgan June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Boston University School of Management September 2006 - May 2007
Education
Boston University Questrom School of Business 2005 — 2009
B.S.B.A, Finance and International Relations
The Lawrenceville School 2001 — 2005
University of Pennsylvania - The Wharton School
Morrell Daniels's Morgan Stanley Experience May 2007 - August 2007
Job Student at Columbia Business School
Industry Financial Services
Experience
Barclays Investment Bank June 2015 - August 2015
US Army November 2012 - July 2014
US Army February 2012 - November 2012
U.S. Army November 2010 - February 2012
Morgan Stanley May 2007 - August 2007
Skills
Economics, Accounting, PowerPoint, Excel, Access, Research, Word, Outlook, Critical Thinking, Microsoft Excel, Microsoft Word, Community Outreach, Military, Training, Army, Management, Leadership, Operational Planning, Command
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 2004 — 2008
BSBA, Finance
Barclays Investment Bank June 2015 - August 2015
US Army November 2012 - July 2014
US Army February 2012 - November 2012
U.S. Army November 2010 - February 2012
Morgan Stanley May 2007 - August 2007
Skills
Economics, Accounting, PowerPoint, Excel, Access, Research, Word, Outlook, Critical Thinking, Microsoft Excel, Microsoft Word, Community Outreach, Military, Training, Army, Management, Leadership, Operational Planning, Command
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 2004 — 2008
BSBA, Finance
Andrew McLeod's Morgan Stanley Experience August 2009 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2009 - Present
Equitec Group April 2008 - August 2009
Citigroup Global Markets Inc. 1993 - 2008
Knight Capital Group 2000 - 2004
Mesirow Financial 1993 - 2000
Skills
Electronic Trading, Business Development, Relationship Management, Options, Routing, Best Execution, Execution Management...
Education
Boston University Questrom School of Business
Morgan Stanley August 2009 - Present
Equitec Group April 2008 - August 2009
Citigroup Global Markets Inc. 1993 - 2008
Knight Capital Group 2000 - 2004
Mesirow Financial 1993 - 2000
Skills
Electronic Trading, Business Development, Relationship Management, Options, Routing, Best Execution, Execution Management...
Education
Boston University Questrom School of Business
Julia Schiffman's Morgan Stanley Experience August 2008 - December 2010
Job Supervisory Control Group (SCG) Analyst at Barclays Capital
Industry Financial Services
Experience
Barclays Capital November 2010 - Present
Morgan Stanley August 2008 - December 2010
Gen Re May 2007 - June 2007
Banana Republic November 2003 - December 2006
Viacom June 2006 - August 2006
Skills
Equities, Visio, Finance, Access, Financial Risk, Fixed Income, Portfolio Management, Trading
Education
Boston University - School of Management 2004 — 2008
Bachelor of Science (BS), Finance/Information Systems
University College Dublin 2007 — 2007
N/A
Barclays Capital November 2010 - Present
Morgan Stanley August 2008 - December 2010
Gen Re May 2007 - June 2007
Banana Republic November 2003 - December 2006
Viacom June 2006 - August 2006
Skills
Equities, Visio, Finance, Access, Financial Risk, Fixed Income, Portfolio Management, Trading
Education
Boston University - School of Management 2004 — 2008
Bachelor of Science (BS), Finance/Information Systems
University College Dublin 2007 — 2007
N/A
Ian Marsh's Morgan Stanley Experience 2015 - Present
Job Commercial Real Estate Finance at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley 2015 - Present
Real Estate Investments 2013 - 2015
Brookfield Asset Management 2009 - 2013
Morgan Stanley Real Estate Funds 2000 - 2008
Skills
Opportunistic Investing..., Real Estate Private..., Real Estate Acquisitions, Real Estate Asset..., Real Estate Loan..., Real Estate Development, Asset Management, Distressed Debt - Real..., Real Estate Capital..., Real Estate Investor, Real Estate Transactions, Acquisitions, CMBS, Shopping Centers, Commercial Property..., Property Management, Disposition, Financial Structuring, Commercial Real Estate, Real Estate Due...
Education
Hamilton College
Boston University Questrom School of Business
MBA, Finance
Morgan Stanley 2015 - Present
Real Estate Investments 2013 - 2015
Brookfield Asset Management 2009 - 2013
Morgan Stanley Real Estate Funds 2000 - 2008
Skills
Opportunistic Investing..., Real Estate Private..., Real Estate Acquisitions, Real Estate Asset..., Real Estate Loan..., Real Estate Development, Asset Management, Distressed Debt - Real..., Real Estate Capital..., Real Estate Investor, Real Estate Transactions, Acquisitions, CMBS, Shopping Centers, Commercial Property..., Property Management, Disposition, Financial Structuring, Commercial Real Estate, Real Estate Due...
Education
Hamilton College
Boston University Questrom School of Business
MBA, Finance
Patrick Sezen's Morgan Stanley Experience January 2013 - June 2013
Job Inventory Manager, Digital Strategy and Initiatives at Condé Nast
Industry Online Media
Experience
Condé Nast April 2015 - Present
Conde Nast February 2014 - March 2015
Morgan Stanley January 2013 - June 2013
Chelsea Restoration Corporation June 2010 - April 2012
Harte-Hanks Data Technologies June 2011 - December 2011
Proper Realty Group February 2008 - December 2011
Northwestern Mutual Financial Network May 2006 - February 2008
The Walgreens Company June 2007 - August 2007
Skills
Real Estate, Due Diligence, Finance, Microsoft Office, Legal Writing, Legal Research, Negotiation, Corporate Law, Social Media, Banking, Management, Research, Westlaw, Analysis, Accounting, Customer Service, Insurance, Direct Sales, Basel II, Sales, Banking Law, Store Management, Financial Analysis, Regulatory Capital, Anti Money Laundering, Entrepreneurship, LexisNexis, Retail Management, Compliance, Digital Operations
Education
Suffolk University - Sawyer School of Management 2008 — 2012
MBA, Business Law and Finance, 3.678
Suffolk University Law School 2008 — 2012
JD, Business Law and Financial Services
Boston University Questrom School of Business 2004 — 2008
BSBA, Finance and Business Law
Xavier High School 2000 — 2004
Diploma, College Preparatory
Condé Nast April 2015 - Present
Conde Nast February 2014 - March 2015
Morgan Stanley January 2013 - June 2013
Chelsea Restoration Corporation June 2010 - April 2012
Harte-Hanks Data Technologies June 2011 - December 2011
Proper Realty Group February 2008 - December 2011
Northwestern Mutual Financial Network May 2006 - February 2008
The Walgreens Company June 2007 - August 2007
Skills
Real Estate, Due Diligence, Finance, Microsoft Office, Legal Writing, Legal Research, Negotiation, Corporate Law, Social Media, Banking, Management, Research, Westlaw, Analysis, Accounting, Customer Service, Insurance, Direct Sales, Basel II, Sales, Banking Law, Store Management, Financial Analysis, Regulatory Capital, Anti Money Laundering, Entrepreneurship, LexisNexis, Retail Management, Compliance, Digital Operations
Education
Suffolk University - Sawyer School of Management 2008 — 2012
MBA, Business Law and Finance, 3.678
Suffolk University Law School 2008 — 2012
JD, Business Law and Financial Services
Boston University Questrom School of Business 2004 — 2008
BSBA, Finance and Business Law
Xavier High School 2000 — 2004
Diploma, College Preparatory
Sukru Uluoglu's Morgan Stanley Experience November 2006 - January 2010
Job Senior Complex Risk Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2001 - Present
Morgan Stanley November 2006 - January 2010
Smith Barney December 2001 - November 2006
Fidelity Investments Brokerage Serivces November 1997 - December 2001
Skills
Financial Services, FINRA, Risk Management, Series 7, Insurance, Financial Risk, Series 63, Securities, KYC, Mutual Funds, Alternative Investments, Retirement Planning, Wealth Management, Uniform Combined State..., Operational Risk..., Risk Assessment, Change Management, Enterprise Risk..., Equities, Investments, Portfolio Management
Education
Boston University Questrom School of Business
MBA
Kadikoy Anadolu
Kadikoy Anadolu
Morgan Stanley Smith Barney December 2001 - Present
Morgan Stanley November 2006 - January 2010
Smith Barney December 2001 - November 2006
Fidelity Investments Brokerage Serivces November 1997 - December 2001
Skills
Financial Services, FINRA, Risk Management, Series 7, Insurance, Financial Risk, Series 63, Securities, KYC, Mutual Funds, Alternative Investments, Retirement Planning, Wealth Management, Uniform Combined State..., Operational Risk..., Risk Assessment, Change Management, Enterprise Risk..., Equities, Investments, Portfolio Management
Education
Boston University Questrom School of Business
MBA
Kadikoy Anadolu
Kadikoy Anadolu
Pamela Dumlao's Morgan Stanley Experience November 2011 - Present
Job Consulting Group Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2011 - Present
Morgan Stanley Smith Barney August 2010 - November 2011
BU Development of Alumni Relations September 2008 - September 2011
Merrill Lynch May 2009 - August 2009
Skills
Analysis, Portfolio Management, Strategic Financial..., Research, Budgets, Capital Markets, Asset Allocation, Social Media, Investments, Financial Planning, Financial Analysis
Education
Boston University - School of Management 2006 — 2010
BBA, Finance, International Relations
Morgan Stanley November 2011 - Present
Morgan Stanley Smith Barney August 2010 - November 2011
BU Development of Alumni Relations September 2008 - September 2011
Merrill Lynch May 2009 - August 2009
Skills
Analysis, Portfolio Management, Strategic Financial..., Research, Budgets, Capital Markets, Asset Allocation, Social Media, Investments, Financial Planning, Financial Analysis
Education
Boston University - School of Management 2006 — 2010
BBA, Finance, International Relations
Edward Kleinman's Morgan Stanley Experience September 2015 - Present
Job Associate Complex Manager at Morgan Stanley of Aventura
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley May 2010 - August 2015
Merrill Lynch March 2005 - May 2010
Merrill Lynch June 1999 - April 2005
Skills
Wealth Management, Banking, Investments, Portfolio Management, Equities, Series 7, Credit, Derivatives, Financial Analysis, Financial Modeling, Fixed Income, Loans, Mutual Funds, Capital Markets, Investment Banking, Strategic Financial..., Retirement Planning, Corporate Finance, Securities, Credit Risk, Mortgage Lending, Financial Risk, Private Banking, Investment Advisory, Financial Advisory, Financial Markets, Bonds, Asset Management, Asset Allocation, Credit Analysis, Financial Services, Cash Management, Valuation, Commercial Banking, Trading, Treasury Management, Structured Finance, Investment Strategies, Series 63, Relationship Management, Funding, Retail Banking, Wealth Management..., Finance, Investment Management, Private Equity, Commercial Lending, Options, Structured Products, Financial Structuring
Education
New York University 1991 — 1994
Pre-Med, Biology Major, Chemistry Minor
Boston University - Metropolitan College
BLS, Interdisciplinary Studies, Magna Cum Laude
Morgan Stanley September 2015 - Present
Morgan Stanley May 2010 - August 2015
Merrill Lynch March 2005 - May 2010
Merrill Lynch June 1999 - April 2005
Skills
Wealth Management, Banking, Investments, Portfolio Management, Equities, Series 7, Credit, Derivatives, Financial Analysis, Financial Modeling, Fixed Income, Loans, Mutual Funds, Capital Markets, Investment Banking, Strategic Financial..., Retirement Planning, Corporate Finance, Securities, Credit Risk, Mortgage Lending, Financial Risk, Private Banking, Investment Advisory, Financial Advisory, Financial Markets, Bonds, Asset Management, Asset Allocation, Credit Analysis, Financial Services, Cash Management, Valuation, Commercial Banking, Trading, Treasury Management, Structured Finance, Investment Strategies, Series 63, Relationship Management, Funding, Retail Banking, Wealth Management..., Finance, Investment Management, Private Equity, Commercial Lending, Options, Structured Products, Financial Structuring
Education
New York University 1991 — 1994
Pre-Med, Biology Major, Chemistry Minor
Boston University - Metropolitan College
BLS, Interdisciplinary Studies, Magna Cum Laude
Michele Wolfberg's Morgan Stanley Experience September 2000 - April 2011
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2000 - April 2011
Skills
Equities, Hedge Funds, Securities, Fixed Income, Prime Brokerage
Education
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance
Morgan Stanley September 2000 - April 2011
Skills
Equities, Hedge Funds, Securities, Fixed Income, Prime Brokerage
Education
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance
Natalie Mueller's Morgan Stanley Experience 1989 - 1991
Job MD Wall Street alum
Industry Financial Services
Experience
n/a August 2007 - Present
Self Directed Portfolio Management- family office 2002 - 2007
Ark Asset Management December 1991 - April 2001
Morgan Stanley 1989 - 1991
Education
Boston University 1985 — 1988
BA, International Relations andEconomics
Montclair Kimberley Academy 1981 — 1984
n/a August 2007 - Present
Self Directed Portfolio Management- family office 2002 - 2007
Ark Asset Management December 1991 - April 2001
Morgan Stanley 1989 - 1991
Education
Boston University 1985 — 1988
BA, International Relations andEconomics
Montclair Kimberley Academy 1981 — 1984
Laurel Bishow's Morgan Stanley Experience 1996 - 2001
Job Math Tutor at East Stroudsburg Area School District
Industry Primary/Secondary Education
Experience
East Stroudsburg Area School District 2005 - Present
Pocono Record/Eastern Poconos Community News 2003 - Present
Mountain Laurel Errand Service 2001 - 2005
Morgan Stanley 1996 - 2001
Pershing 1991 - 1996
AT&T American Transtech 1989 - 1991
Fidelity Investments 1987 - 1989
Kendall Company 1984 - 1987
Charles T. Main (Parsons Main) 1981 - 1984
John Hancock Insurance Company 1978 - 1981
Education
Boston University Questrom School of Business
MBA, Managment, Organizational Behavior
Bryant University 1973 — 1976
BS, Management, Labor Relations
East Stroudsburg Area School District 2005 - Present
Pocono Record/Eastern Poconos Community News 2003 - Present
Mountain Laurel Errand Service 2001 - 2005
Morgan Stanley 1996 - 2001
Pershing 1991 - 1996
AT&T American Transtech 1989 - 1991
Fidelity Investments 1987 - 1989
Kendall Company 1984 - 1987
Charles T. Main (Parsons Main) 1981 - 1984
John Hancock Insurance Company 1978 - 1981
Education
Boston University Questrom School of Business
MBA, Managment, Organizational Behavior
Bryant University 1973 — 1976
BS, Management, Labor Relations
Robert Brody's Morgan Stanley Experience February 2000 - December 2008
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc December 2008 - Present
UBS Financial Services Inc. December 2008 - Present
Morgan Stanley February 2000 - December 2008
Education
Boston University - School of Management 1983 — 1987
Finance
UBS Financial Services Inc December 2008 - Present
UBS Financial Services Inc. December 2008 - Present
Morgan Stanley February 2000 - December 2008
Education
Boston University - School of Management 1983 — 1987
Finance
Joe Di Bella's Morgan Stanley Experience DirectorWestLBNovember 1995 - April 2007
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley DirectorWestLBNovember 1995 - April 2007
First Fidelity Bank January 1994 - November 1995
The Chase Manhattan Bank August 1985 - January 1994
Education
Boston University Questrom School of Business 1981 — 1985
BSBA, Finance
Morgan Stanley DirectorWestLBNovember 1995 - April 2007
First Fidelity Bank January 1994 - November 1995
The Chase Manhattan Bank August 1985 - January 1994
Education
Boston University Questrom School of Business 1981 — 1985
BSBA, Finance
Michelle Roszkowski's Morgan Stanley Experience April 2006 - December 2006
Job Sr Financial Analyst at Weight Watchers
Industry Information Technology and Services
Experience
Weight Watchers December 2014 - Present
LexisNexis Research & Litigation Solutions August 2011 - December 2014
Verizon October 2010 - August 2011
Verizon June 2008 - October 2010
Verizon June 2007 - June 2008
Morgan Stanley April 2006 - December 2006
The Russell Agency LLC. - Insurance May 2004 - September 2005
Skills
Project Management, Finance, Process Improvement, Auditing, Forecasting, Sarbanes-Oxley Act, Strategic Financial..., Internal Audit, Financial Modeling, Microsoft Excel, Business Analysis, Financial Analysis, Risk Management, Financial Reporting, Management
Education
Boston University - School of Management 2009 — 2012
MSPM, Project Management
Infosys Technologies- Boston University 2010 — 2010
Business in India
Villanova University 2003 — 2007
BS, Finance & International Business
Tecnológico de Monterrey 2010 — 2010
Project Management
East China Normal University 2006 — 2006
Economics
Weight Watchers December 2014 - Present
LexisNexis Research & Litigation Solutions August 2011 - December 2014
Verizon October 2010 - August 2011
Verizon June 2008 - October 2010
Verizon June 2007 - June 2008
Morgan Stanley April 2006 - December 2006
The Russell Agency LLC. - Insurance May 2004 - September 2005
Skills
Project Management, Finance, Process Improvement, Auditing, Forecasting, Sarbanes-Oxley Act, Strategic Financial..., Internal Audit, Financial Modeling, Microsoft Excel, Business Analysis, Financial Analysis, Risk Management, Financial Reporting, Management
Education
Boston University - School of Management 2009 — 2012
MSPM, Project Management
Infosys Technologies- Boston University 2010 — 2010
Business in India
Villanova University 2003 — 2007
BS, Finance & International Business
Tecnológico de Monterrey 2010 — 2010
Project Management
East China Normal University 2006 — 2006
Economics
Steinberg Glenn's Morgan Stanley Experience 2010 - Present
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley 2010 - Present
HSBC 1998 - 2009
UNICREDIT SPA 1992 - 1998
Bank of Tokyo Trust Co. 1988 - 1992
Education
Boston University Questrom School of Business 1983 — 1987
BS, Business Administration with Concentration in Finance
Morgan Stanley 2010 - Present
HSBC 1998 - 2009
UNICREDIT SPA 1992 - 1998
Bank of Tokyo Trust Co. 1988 - 1992
Education
Boston University Questrom School of Business 1983 — 1987
BS, Business Administration with Concentration in Finance
Charuti Patel's Morgan Stanley Experience April 2008 - November 2009
Job Vice President Bank Debt
Industry Financial Services
Experience
Nomura July 2010 - Present
Citco Fund Services 2009 - 2010
Morgan Stanley April 2008 - November 2009
Morgan Stanley September 2006 - April 2008
Morgan Stanley August 2005 - September 2006
Skills
Credit, Trading, Loans, Fixed Income, Settlement
Education
Boston University Questrom School of Business 2000 — 2004
Bachelors, Finance
Nomura July 2010 - Present
Citco Fund Services 2009 - 2010
Morgan Stanley April 2008 - November 2009
Morgan Stanley September 2006 - April 2008
Morgan Stanley August 2005 - September 2006
Skills
Credit, Trading, Loans, Fixed Income, Settlement
Education
Boston University Questrom School of Business 2000 — 2004
Bachelors, Finance
Kevin Sharkey's Morgan Stanley Experience February 2015 - Present
Job
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Credit Suisse February 2012 - February 2014
Citco August 2007 - January 2012
Bear Stearns Asset Management April 2006 - August 2007
BlueMountain Capital Management October 2004 - April 2006
Banc of America Securities April 1998 - October 2004
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Capital Markets, Alternative Investments, Swaps, Options, Bonds, Credit Derivatives, MBS, Financial Accounting, Securities, Mutual Funds, Bloomberg
Education
Boston University Questrom School of Business 1993 — 1994
MBA, Accounting
Tufts University 1989 — 1993
BA, Economics
Morgan Stanley February 2015 - Present
Credit Suisse February 2012 - February 2014
Citco August 2007 - January 2012
Bear Stearns Asset Management April 2006 - August 2007
BlueMountain Capital Management October 2004 - April 2006
Banc of America Securities April 1998 - October 2004
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Capital Markets, Alternative Investments, Swaps, Options, Bonds, Credit Derivatives, MBS, Financial Accounting, Securities, Mutual Funds, Bloomberg
Education
Boston University Questrom School of Business 1993 — 1994
MBA, Accounting
Tufts University 1989 — 1993
BA, Economics
Surender Gounder's Morgan Stanley Experience June 2004 - August 2004
Job Equity Finance Trader
Industry Banking
Experience
Credit Suisse May 2012 - Present
Morgan Stanley June 2004 - August 2004
Skills
Financial Analysis, Financial Modeling, Prime Brokerage, Hedge Funds, Private Equity, Valuation, Derivatives, Capital Markets, Equities, Corporate Finance, Investment Banking
Education
Boston University Questrom School of Business 2005 — 2010
B.S. Business Administration, Accounting, Finance
The London School of Economics and Political Science (LSE) 2005 — 2005
Northfield Mount Hermon School 2003 — 2005
High School
United World College of South East Asia 2000 — 2003
High School
Credit Suisse May 2012 - Present
Morgan Stanley June 2004 - August 2004
Skills
Financial Analysis, Financial Modeling, Prime Brokerage, Hedge Funds, Private Equity, Valuation, Derivatives, Capital Markets, Equities, Corporate Finance, Investment Banking
Education
Boston University Questrom School of Business 2005 — 2010
B.S. Business Administration, Accounting, Finance
The London School of Economics and Political Science (LSE) 2005 — 2005
Northfield Mount Hermon School 2003 — 2005
High School
United World College of South East Asia 2000 — 2003
High School
Melissa Stolfi's Morgan Stanley Experience May 2005 - August 2005
Job Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs Vice PresidentGoldman Sachs Asset ManagementSeptember 2009 - Present
Deloitte & Touche LLP July 2006 - September 2009
Morgan Stanley May 2005 - August 2005
Education
Boston University Questrom School of Business 2002 — 2006
Finance
Goldman Sachs Vice PresidentGoldman Sachs Asset ManagementSeptember 2009 - Present
Deloitte & Touche LLP July 2006 - September 2009
Morgan Stanley May 2005 - August 2005
Education
Boston University Questrom School of Business 2002 — 2006
Finance
Ryan Robertson's Morgan Stanley Experience August 2013 - April 2014
Job Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
ProHEALTH Care Assoc. June 2014 - March 2015
Morgan Stanley August 2013 - April 2014
Morgan Stanley June 2011 - August 2013
Morgan Stanley June 2010 - August 2010
Skills
Bloomberg, Fixed Income, Bloomberg Terminal, Derivatives, Documentation, Bonds, Economics, Private Equity, Software Documentation, Operational Risk..., Operational Risk, Microsoft Excel, PowerPoint, Microsoft Word
Education
Hofstra University 2014 — 2015
Master of Business Administration (M.B.A.), Business Analytics
Boston University - School of Management 2007 — 2011
Bachelor of Science (BS), Operations & Technology Management and Organizational Behavior
Kellenberg Memorial High School 2003 — 2007
JPMorgan Chase & Co. June 2015 - Present
ProHEALTH Care Assoc. June 2014 - March 2015
Morgan Stanley August 2013 - April 2014
Morgan Stanley June 2011 - August 2013
Morgan Stanley June 2010 - August 2010
Skills
Bloomberg, Fixed Income, Bloomberg Terminal, Derivatives, Documentation, Bonds, Economics, Private Equity, Software Documentation, Operational Risk..., Operational Risk, Microsoft Excel, PowerPoint, Microsoft Word
Education
Hofstra University 2014 — 2015
Master of Business Administration (M.B.A.), Business Analytics
Boston University - School of Management 2007 — 2011
Bachelor of Science (BS), Operations & Technology Management and Organizational Behavior
Kellenberg Memorial High School 2003 — 2007
Lisa (Ginsberg) Eisen's Morgan Stanley Experience 2002 - 2005
Job Legal Search Consultant at David Carrie LLC
Industry Staffing and Recruiting
Experience
David Carrie LLC 2010 - Present
Citi 2006 - 2010
ThruPoint 2005 - 2006
Morgan Stanley 2002 - 2005
Education
Boston University Questrom School of Business
David Carrie LLC 2010 - Present
Citi 2006 - 2010
ThruPoint 2005 - 2006
Morgan Stanley 2002 - 2005
Education
Boston University Questrom School of Business
Scott Tunis's Morgan Stanley Experience February 2008 - September 2014
Job Vice President/Partner Red Rose Investment Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2014 - Present
Morgan Stanley February 2008 - September 2014
Wachovia Securities August 2001 - February 2008
Skills
Portfolio Management, Wealth Management, Alternative Investments, Derivatives, Estate Planning, Series 7, Fixed Income
Education
Boston University 2008 — 2009
Financial Planning, Finance
Penn State University 1997 — 2001
Finance and Economics, Finance, General
RBC Wealth Management September 2014 - Present
Morgan Stanley February 2008 - September 2014
Wachovia Securities August 2001 - February 2008
Skills
Portfolio Management, Wealth Management, Alternative Investments, Derivatives, Estate Planning, Series 7, Fixed Income
Education
Boston University 2008 — 2009
Financial Planning, Finance
Penn State University 1997 — 2001
Finance and Economics, Finance, General
Tricia Jonas's Morgan Stanley Experience March 2000 - October 2001
Job Real Estate Agent at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker September 2014 - Present
ZipRealty November 2012 - September 2014
Lesley University 2006 - 2007
ZipRealty June 2002 - August 2006
Prudential Unlimted Realty October 2001 - June 2002
Morgan Stanley March 2000 - October 2001
Prudential Securities October 1999 - March 2000
Salomon Smith Barney August 1998 - September 1999
Skills
Customer Service, Marketing Strategy, Real Estate, Social Media, Sales Management, Marketing, Social Networking, Advertising, Social Media Marketing, Management, Salesforce.com, Public Relations, Event Management, Public Speaking, Sales, Strategic Planning, Real Estate Transactions
Education
Boston University 1994 — 1998
BA, International Relations
Boston University 1994 — 1998
Bachelor's degree
Coldwell Banker September 2014 - Present
ZipRealty November 2012 - September 2014
Lesley University 2006 - 2007
ZipRealty June 2002 - August 2006
Prudential Unlimted Realty October 2001 - June 2002
Morgan Stanley March 2000 - October 2001
Prudential Securities October 1999 - March 2000
Salomon Smith Barney August 1998 - September 1999
Skills
Customer Service, Marketing Strategy, Real Estate, Social Media, Sales Management, Marketing, Social Networking, Advertising, Social Media Marketing, Management, Salesforce.com, Public Relations, Event Management, Public Speaking, Sales, Strategic Planning, Real Estate Transactions
Education
Boston University 1994 — 1998
BA, International Relations
Boston University 1994 — 1998
Bachelor's degree
Olivia Zuniga's Morgan Stanley Experience January 2014 - Present
Job at
Industry Accounting
Experience
Liberty Taxes Client Service AssociateMorgan Stanley Wealth ManagementJanuary 2014 - Present
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Smith Barney October 1997 - January 2006
Education
Boston University 1993 — 1997
BA, Economic & International Relations
Liberty Taxes Client Service AssociateMorgan Stanley Wealth ManagementJanuary 2014 - Present
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Smith Barney October 1997 - January 2006
Education
Boston University 1993 — 1997
BA, Economic & International Relations
Sean McCormack's Morgan Stanley Experience June 1995 - October 1998
Job RNIII, Clinical Charge Nurse at Tewskbury Hospital
Industry Government Administration
Experience
Massachusetts Department of Public Health February 2013 - Present
Lowell General Hospital June 2011 - Present
Massachusetts Department of Public Health July 2009 - February 2013
Lowell General Hospital May 2010 - June 2011
Patriot Ambulance September 2005 - August 2009
Ryan Beck & Co. April 2002 - March 2006
Gruntal & Co. October 1998 - May 2002
Morgan Stanley June 1995 - October 1998
Prudential Financial October 1991 - June 1995
Skills
Public Health, Healthcare, Hospitals, Nursing, Health Education, Sales, Marketing, Investment Advisory, Investments, Insurance, Nursing Education, ACLS, BLS, Healthcare Management, Patient Safety, Prevention, Management
Education
University of Massachusetts, Amherst 2014 — 2017
Master's degree, Clinical Nurse Leader
University of Massachusetts Boston 2009 — 2014
Bachelor of Science (BS), Registered Nursing/Registered Nurse, GPA 4.0, Summa Cum Laude
Northern Essex Community College 2005 — 2009
Associate of Science (A.S.), Registered Nursing/Registered Nurse, GPA 3.73, Magna Cum Laude
Boston University
Biomedical Engineering
Massachusetts Department of Public Health February 2013 - Present
Lowell General Hospital June 2011 - Present
Massachusetts Department of Public Health July 2009 - February 2013
Lowell General Hospital May 2010 - June 2011
Patriot Ambulance September 2005 - August 2009
Ryan Beck & Co. April 2002 - March 2006
Gruntal & Co. October 1998 - May 2002
Morgan Stanley June 1995 - October 1998
Prudential Financial October 1991 - June 1995
Skills
Public Health, Healthcare, Hospitals, Nursing, Health Education, Sales, Marketing, Investment Advisory, Investments, Insurance, Nursing Education, ACLS, BLS, Healthcare Management, Patient Safety, Prevention, Management
Education
University of Massachusetts, Amherst 2014 — 2017
Master's degree, Clinical Nurse Leader
University of Massachusetts Boston 2009 — 2014
Bachelor of Science (BS), Registered Nursing/Registered Nurse, GPA 4.0, Summa Cum Laude
Northern Essex Community College 2005 — 2009
Associate of Science (A.S.), Registered Nursing/Registered Nurse, GPA 3.73, Magna Cum Laude
Boston University
Biomedical Engineering
Jay Shepard's Morgan Stanley Experience April 2009 - April 2013
Job Director at CIT
Industry Financial Services
Experience
CIT April 2013 - Present
Morgan Stanley April 2009 - April 2013
Merrill Lynch January 2005 - April 2009
Federal Reserve Bank of New York July 1998 - June 2001
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Boston University - School of Management 1994 — 1998
BSBA, Finance
Darien High School 1991 — 1994
South Kent School 1990 — 1991
CIT April 2013 - Present
Morgan Stanley April 2009 - April 2013
Merrill Lynch January 2005 - April 2009
Federal Reserve Bank of New York July 1998 - June 2001
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Boston University - School of Management 1994 — 1998
BSBA, Finance
Darien High School 1991 — 1994
South Kent School 1990 — 1991
Mitchell Schoenbaum's Morgan Stanley Experience September 2013 - Present
Job Senior Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Skills
Wealth Management, Mutual Funds, Series 7, Asset Allocation, Securities, Portfolio Management
Education
Boston University
Morgan Stanley September 2013 - Present
Skills
Wealth Management, Mutual Funds, Series 7, Asset Allocation, Securities, Portfolio Management
Education
Boston University
K.C. Babbitt's Morgan Stanley Experience May 2013 - Present
Job Analyst at Jefferies
Industry Financial Services
Experience
TradeStation Securities AnalystJefferiesJuly 2015 - Present
Morgan Stanley May 2013 - Present
Education
Boston University - School of Management 2009 — 2013
TradeStation Securities AnalystJefferiesJuly 2015 - Present
Morgan Stanley May 2013 - Present
Education
Boston University - School of Management 2009 — 2013
Samir Hussein's Morgan Stanley Experience 1999 - 2001
Job Head of Technology and Media Investment Banking
Industry Investment Banking
Experience
Cantor Fitzgerald 2014 - Present
JMP Securities 2011 - 2014
Deutsche Bank 2005 - 2011
Banc of America Securities 2001 - 2005
Morgan Stanley 1999 - 2001
Salomon Brothers 1996 - 1999
Shearman & Sterling LLP 1994 - 1996
Skills
Investment Banking, Private Placements, Capital Markets, Private Equity, Hedge Funds, Equities, Fixed Income, Equity Research, Valuation, IPO, Alternative Investments, Securities
Education
New York University School of Law
Doctor of Law (J.D.), Law
Boston University
Bachelor of Science (Finance) and Bachelor of Arts (Psychology)
Cantor Fitzgerald 2014 - Present
JMP Securities 2011 - 2014
Deutsche Bank 2005 - 2011
Banc of America Securities 2001 - 2005
Morgan Stanley 1999 - 2001
Salomon Brothers 1996 - 1999
Shearman & Sterling LLP 1994 - 1996
Skills
Investment Banking, Private Placements, Capital Markets, Private Equity, Hedge Funds, Equities, Fixed Income, Equity Research, Valuation, IPO, Alternative Investments, Securities
Education
New York University School of Law
Doctor of Law (J.D.), Law
Boston University
Bachelor of Science (Finance) and Bachelor of Arts (Psychology)
Barry Feldman's Morgan Stanley Experience September 2005 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2005 - Present
Merrill Lynch April 1992 - September 2005
Skills
Wealth Management, Series 7, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investments, Investment Advisory, Strategic Financial..., Portfolio Management, Alternative Investments, Investment Strategies, Equities, Securities, Retirement
Education
Boston University - School of Management 1979 — 1983
Bachelor's degree, Finance
Morgan Stanley September 2005 - Present
Merrill Lynch April 1992 - September 2005
Skills
Wealth Management, Series 7, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investments, Investment Advisory, Strategic Financial..., Portfolio Management, Alternative Investments, Investment Strategies, Equities, Securities, Retirement
Education
Boston University - School of Management 1979 — 1983
Bachelor's degree, Finance
Christyne McGarvey's Morgan Stanley Experience June 2014 - August 2014
Job Student at Boston University
Industry Financial Services
Experience
Morgan Stanley June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Social Media, SQLite, Python, Financial Analysis, Equity Capital Markets, Presentation Skills, Finance, Sales, Argumentation, Equities
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science, Business Administration; Finance, Senior
Boston Unversity 2011 — 2015
Bachelor of Art, Economics, Senior
Morgan Stanley June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Social Media, SQLite, Python, Financial Analysis, Equity Capital Markets, Presentation Skills, Finance, Sales, Argumentation, Equities
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science, Business Administration; Finance, Senior
Boston Unversity 2011 — 2015
Bachelor of Art, Economics, Senior
Shamir Parmar, CPA's Morgan Stanley Experience August 2014 - Present
Job Associate at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley August 2014 - Present
BDO USA, LLP November 2012 - August 2014
Rothstein Kass November 2009 - November 2012
Rothstein Kass June 2008 - August 2008
Skills
Auditing, Hedge Funds, Tax, Microsoft Office, Bloomberg Terminal, Financial Statements, Accounting, Fund Of Funds, Financial Audits, Investments, US GAAP, Financial Services, CPA, Financial Reporting
Education
Boston University - School of Management 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Morgan Stanley August 2014 - Present
BDO USA, LLP November 2012 - August 2014
Rothstein Kass November 2009 - November 2012
Rothstein Kass June 2008 - August 2008
Skills
Auditing, Hedge Funds, Tax, Microsoft Office, Bloomberg Terminal, Financial Statements, Accounting, Fund Of Funds, Financial Audits, Investments, US GAAP, Financial Services, CPA, Financial Reporting
Education
Boston University - School of Management 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Nancy Spurlock's Morgan Stanley Experience October 1995 - November 2002
Job Between opportunities
Industry Financial Services
Experience
Thrivent Financial August 2003 - June 2014
Morgan Stanley October 1995 - November 2002
Department of Defense Education Activity August 1974 - August 1995
Skills
Investments, Life Insurance, Estate Planning, Retirement Planning, IRAs, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Disability Insurance, Term Life Insurance, Strategic Financial..., Strategic Planning, Sales, Small Business, Business Planning, Retirement, Long-term Care, Insurance, Coaching, Salesforce.com
Education
Boston University
Master's Degree, Education
Boston University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Kansas State University
Bachelor of Science (BS), Home Economics Education
Thrivent Financial August 2003 - June 2014
Morgan Stanley October 1995 - November 2002
Department of Defense Education Activity August 1974 - August 1995
Skills
Investments, Life Insurance, Estate Planning, Retirement Planning, IRAs, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Disability Insurance, Term Life Insurance, Strategic Financial..., Strategic Planning, Sales, Small Business, Business Planning, Retirement, Long-term Care, Insurance, Coaching, Salesforce.com
Education
Boston University
Master's Degree, Education
Boston University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Kansas State University
Bachelor of Science (BS), Home Economics Education
Jeffrey Ordoñez-Triana's Morgan Stanley Experience June 1999 - December 1999
Job Director at Meyler Capital
Industry Financial Services
Experience
Meyler Capital March 2013 - Present
Kuhns Brothers / JFP Holdings Ltd. China July 2007 - March 2013
SecondMarket, Inc. November 2006 - July 2007
Themis Asset Strategies LLC March 2006 - November 2006
PrivatAir June 2004 - December 2005
Quantus, LLC February 2000 - May 2004
Morgan Stanley June 1999 - December 1999
Sands Brothers & Company February 1998 - June 1999
Skills
Private Equity, Hedge Funds, Financial Services
Education
Boston University - School of Management 1984 — 1988
Bachelor of Science (B.S.), International Business/Trade/Commerce
Meyler Capital March 2013 - Present
Kuhns Brothers / JFP Holdings Ltd. China July 2007 - March 2013
SecondMarket, Inc. November 2006 - July 2007
Themis Asset Strategies LLC March 2006 - November 2006
PrivatAir June 2004 - December 2005
Quantus, LLC February 2000 - May 2004
Morgan Stanley June 1999 - December 1999
Sands Brothers & Company February 1998 - June 1999
Skills
Private Equity, Hedge Funds, Financial Services
Education
Boston University - School of Management 1984 — 1988
Bachelor of Science (B.S.), International Business/Trade/Commerce
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS