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
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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
Bryan Pepper Bryan Pepper's Morgan Stanley Experience August 2008 - August 2009
Job Coordinator / Assistant to Joe Drake at Good Universe
Industry Entertainment
Experience
Good Universe July 2015 - Present
United Talent Agency April 2014 - July 2015
Headline Talent Agency February 2013 - November 2013
Brooklyn Law School Corporate and Real Estate Clinic January 2012 - May 2012
NJ Superior Court, Bergen County Justice Center, Civil Division May 2010 - August 2011
Morgan Stanley August 2008 - August 2009
JPMorgan Chase July 2007 - August 2008
Cornell Daily Sun August 2003 - May 2007
Skills
Copy Editing
Education
Brooklyn Law School 2009 — 2012
Juris Doctor, Certificate in Business Law
Cornell University 2003 — 2007
Bachelor of Science, Applied Economics and Management
Good Universe July 2015 - Present
United Talent Agency April 2014 - July 2015
Headline Talent Agency February 2013 - November 2013
Brooklyn Law School Corporate and Real Estate Clinic January 2012 - May 2012
NJ Superior Court, Bergen County Justice Center, Civil Division May 2010 - August 2011
Morgan Stanley August 2008 - August 2009
JPMorgan Chase July 2007 - August 2008
Cornell Daily Sun August 2003 - May 2007
Skills
Copy Editing
Education
Brooklyn Law School 2009 — 2012
Juris Doctor, Certificate in Business Law
Cornell University 2003 — 2007
Bachelor of Science, Applied Economics and Management
Beri Meric Beri Meric's Morgan Stanley Experience 2006 - 2008
Job Founder & CoCEO at IVY
Industry Venture Capital & Private Equity
Experience
IVY January 2011 - Present
ExistVenture 2008 - Present
Morgan Stanley 2006 - 2008
Skills
Entrepreneurship, Venture Capital, Private Equity, Management, Corporate Development, Financial Modeling, Valuation, Mergers & Acquisitions, Executive Management, Start-ups, Mobile Applications, New Business Development, Angel Investing, Strategy, Competitive Analysis, Emerging Markets, Due Diligence, M&A experience, Strategic Consulting
Education
Harvard Business School 2008 — 2010
MBA
Brown University
BA, Economics & International Relations
The London School of Economics and Political Science (LSE)
General Course, International Relations, History, Economic History, Anthropology
Hutchesons' Grammar School
IVY January 2011 - Present
ExistVenture 2008 - Present
Morgan Stanley 2006 - 2008
Skills
Entrepreneurship, Venture Capital, Private Equity, Management, Corporate Development, Financial Modeling, Valuation, Mergers & Acquisitions, Executive Management, Start-ups, Mobile Applications, New Business Development, Angel Investing, Strategy, Competitive Analysis, Emerging Markets, Due Diligence, M&A experience, Strategic Consulting
Education
Harvard Business School 2008 — 2010
MBA
Brown University
BA, Economics & International Relations
The London School of Economics and Political Science (LSE)
General Course, International Relations, History, Economic History, Anthropology
Hutchesons' Grammar School
Vanessa Alocen's Morgan Stanley Experience June 2009 - August 2009
Job Financial Analyst at Tyco
Industry Financial Services
Experience
Tyco December 2014 - Present
Unipower LLC July 2013 - December 2014
Simber s.a January 2012 - November 2012
Citi December 2010 - September 2011
Morgan Stanley June 2009 - August 2009
Skills
Asset Management, Due Diligence, Investments, Contract Negotiation, Contract Management, Finance, Management, Portfolio Management, Microsoft Excel, Data Analysis, Strategic Financial..., Microsoft Office, Financial Statements, Consolidated Financial..., Variance Analysis, PowerPoint, Banking, Budgeting, Forecasting, General Ledger, Oracle SQL Developer, Excel Models, Account Reconciliation, Procedure Development, Essbase, Journal Entries, Financial Reporting, Employee Training, Cost Reduction
Education
University of Florida 2007 — 2010
Bachelor's degree, Finance, General, 3,7
Brookdale Community College 2005 — 2007
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 3.9
Tyco December 2014 - Present
Unipower LLC July 2013 - December 2014
Simber s.a January 2012 - November 2012
Citi December 2010 - September 2011
Morgan Stanley June 2009 - August 2009
Skills
Asset Management, Due Diligence, Investments, Contract Negotiation, Contract Management, Finance, Management, Portfolio Management, Microsoft Excel, Data Analysis, Strategic Financial..., Microsoft Office, Financial Statements, Consolidated Financial..., Variance Analysis, PowerPoint, Banking, Budgeting, Forecasting, General Ledger, Oracle SQL Developer, Excel Models, Account Reconciliation, Procedure Development, Essbase, Journal Entries, Financial Reporting, Employee Training, Cost Reduction
Education
University of Florida 2007 — 2010
Bachelor's degree, Finance, General, 3,7
Brookdale Community College 2005 — 2007
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 3.9
Saran Sunny Ahuja Saran Sunny Ahuja's Morgan Stanley Experience June 2013 - August 2013
Job PhD student at Stanford University
Industry Banking
Experience
Stanford University September 2009 - Present
Morgan Stanley June 2013 - August 2013
JPMorgan Chase June 2011 - August 2011
Skills
Stochastic Modeling, LaTeX, Matlab, Machine Learning, Mathematical Modeling, Quantitative Research, Data Mining, Mathematica, R, Statistics, Quantitative Finance, Economics, Time Series Analysis, Statistical Modeling, Research, C++, Python
Education
Stanford University 2009 — 2015
Doctor of Philosophy (Ph.D.), Mathematics
Stanford University 2009 — 2011
Master of Science (M.S.), Financial Mathematics
Brown University 2004 — 2009
Bachelor of Science (B.S.), Mathematics, Applied Mathematics-Economics
Stanford University September 2009 - Present
Morgan Stanley June 2013 - August 2013
JPMorgan Chase June 2011 - August 2011
Skills
Stochastic Modeling, LaTeX, Matlab, Machine Learning, Mathematical Modeling, Quantitative Research, Data Mining, Mathematica, R, Statistics, Quantitative Finance, Economics, Time Series Analysis, Statistical Modeling, Research, C++, Python
Education
Stanford University 2009 — 2015
Doctor of Philosophy (Ph.D.), Mathematics
Stanford University 2009 — 2011
Master of Science (M.S.), Financial Mathematics
Brown University 2004 — 2009
Bachelor of Science (B.S.), Mathematics, Applied Mathematics-Economics
Brandon Kaufmann's Morgan Stanley Experience June 2012 - July 2015
Job MBA Student at Harvard Business School
Industry Higher Education
Experience
Morgan Stanley June 2012 - July 2015
Brown University August 2010 - June 2012
Brown Investment Group January 2011 - December 2011
Morgan Stanley June 2011 - August 2011
2020 Restaurant Discount LLC April 2009 - August 2011
Jade Capital Management LLC June 2010 - August 2010
Camp Nebagamon June 2007 - August 2008
Skills
Entrepreneurship, Investments, Economics, Analysis, Financial Modeling, Business Planning, Equity Capital Markets, PowerPoint, Microsoft Excel, Mandarin, Bloomberg, Investment Banking, Portfolio Management, Tableau, Start-ups, Corporate Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Brown University 2008 — 2012
Bachelor of Arts, Economics, International Relations
University of Cambridge 2011 — 2011
Economics, International Political Economy
Duke University 2009 — 2009
Mandarin
Cherry Creek High School 2004 — 2008
Morgan Stanley June 2012 - July 2015
Brown University August 2010 - June 2012
Brown Investment Group January 2011 - December 2011
Morgan Stanley June 2011 - August 2011
2020 Restaurant Discount LLC April 2009 - August 2011
Jade Capital Management LLC June 2010 - August 2010
Camp Nebagamon June 2007 - August 2008
Skills
Entrepreneurship, Investments, Economics, Analysis, Financial Modeling, Business Planning, Equity Capital Markets, PowerPoint, Microsoft Excel, Mandarin, Bloomberg, Investment Banking, Portfolio Management, Tableau, Start-ups, Corporate Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Brown University 2008 — 2012
Bachelor of Arts, Economics, International Relations
University of Cambridge 2011 — 2011
Economics, International Political Economy
Duke University 2009 — 2009
Mandarin
Cherry Creek High School 2004 — 2008
Pauline Arnakis Pauline Arnakis's Morgan Stanley Experience August 2014 - Present
Job Executive Director, Legal and Compliance Division at Morgan Stanley; ACCGNY Board of Directors
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Association of Corporate Counsel August 2014 - Present
Association of Corporate Counsel September 2013 - Present
Universal Music Group July 2005 - July 2014
Universal Music Group 2004 - June 2005
Universal Music Group January 2002 - June 2004
Vivendi S.A. (f/k/a Vivendi Universal) September 2000 - December 2001
New York Power Authority July 1997 - September 2000
Skills
Intellectual Property, Corporate Law, E-commerce, Outsourcing, Information Technology, Management, Negotiation, Privacy Law, Licensing, Copyright Law, Entertainment, Entertainment Law, Music Industry, Contract Negotiation, Strategic Partnerships, Media & Entertainment, Business Affairs, Strategy, Legal Writing, Joint Ventures, Digital Distribution, Music Licensing, Music Law, Trademarks, Cyberlaw, Royalties, Legal Affairs, SaaS, Software Licensing, New Media
Education
Brooklyn Law School 1995 — 1998
JD, Law
The George Washington University - School of Business 2001 — 2002
Master's Certificate, Commercial Contracts Management
New York University 1989 — 1993
BA, Political Science Major, Business Minor
Morgan Stanley August 2014 - Present
Association of Corporate Counsel August 2014 - Present
Association of Corporate Counsel September 2013 - Present
Universal Music Group July 2005 - July 2014
Universal Music Group 2004 - June 2005
Universal Music Group January 2002 - June 2004
Vivendi S.A. (f/k/a Vivendi Universal) September 2000 - December 2001
New York Power Authority July 1997 - September 2000
Skills
Intellectual Property, Corporate Law, E-commerce, Outsourcing, Information Technology, Management, Negotiation, Privacy Law, Licensing, Copyright Law, Entertainment, Entertainment Law, Music Industry, Contract Negotiation, Strategic Partnerships, Media & Entertainment, Business Affairs, Strategy, Legal Writing, Joint Ventures, Digital Distribution, Music Licensing, Music Law, Trademarks, Cyberlaw, Royalties, Legal Affairs, SaaS, Software Licensing, New Media
Education
Brooklyn Law School 1995 — 1998
JD, Law
The George Washington University - School of Business 2001 — 2002
Master's Certificate, Commercial Contracts Management
New York University 1989 — 1993
BA, Political Science Major, Business Minor
Marc Calcagno Marc Calcagno's Morgan Stanley Experience November 2006 - May 2008
Job Equity Derivatives Broker at GFI Group
Industry Financial Services
Experience
GFI Group June 2008 - Present
Morgan Stanley November 2006 - May 2008
Skills
Bloomberg, Derivatives, Equities, Equity Derivatives, Hedge Funds, Investments, Options, Portfolio Management, Risk Management, Venture Capital, Electronic Trading, Equity Trading, Capital Markets
Education
Brooklyn Law School 2000 — 2003
Juris Doctor, Law
Villanova University 1996 — 2000
Bachelor of Arts (BA), Political Science and Government
GFI Group June 2008 - Present
Morgan Stanley November 2006 - May 2008
Skills
Bloomberg, Derivatives, Equities, Equity Derivatives, Hedge Funds, Investments, Options, Portfolio Management, Risk Management, Venture Capital, Electronic Trading, Equity Trading, Capital Markets
Education
Brooklyn Law School 2000 — 2003
Juris Doctor, Law
Villanova University 1996 — 2000
Bachelor of Arts (BA), Political Science and Government
Naheem Harris Naheem Harris's Morgan Stanley Experience May 2011 - August 2011
Job Associate at Alston & Bird LLP
Industry Law Practice
Experience
Alston & Bird LLP September 2013 - Present
Brooklyn Law School September 2010 - June 2013
Corporate & Real Estate Clinic, Brooklyn Law School January 2013 - May 2013
University of Essex September 2012 - December 2012
Alston & Bird LLP May 2012 - July 2012
MetLife October 2011 - May 2012
United States District Court for the Eastern District of New York September 2011 - November 2011
Morgan Stanley May 2011 - August 2011
Small Business Services August 2008 - September 2010
Goldman Properties June 2007 - August 2007
Skills
Westlaw, Microsoft Excel, Research, Strategic Planning, PowerPoint, Microsoft Word, Due Diligence, Contract Negotiation, Microsoft Office, Legal Writing, Legal Research, Budgets, Corporate Law
Education
Brooklyn Law School 2010 — 2013
Juris Doctor
University of Essex 2012 — 2012
Doctor of Law (J.D.), Law
University of Pennsylvania 2004 — 2008
BA, Poli Sci, Phil and Econ
Poly Prep Country Day School 2000 — 2004
High School Diploma
Alston & Bird LLP September 2013 - Present
Brooklyn Law School September 2010 - June 2013
Corporate & Real Estate Clinic, Brooklyn Law School January 2013 - May 2013
University of Essex September 2012 - December 2012
Alston & Bird LLP May 2012 - July 2012
MetLife October 2011 - May 2012
United States District Court for the Eastern District of New York September 2011 - November 2011
Morgan Stanley May 2011 - August 2011
Small Business Services August 2008 - September 2010
Goldman Properties June 2007 - August 2007
Skills
Westlaw, Microsoft Excel, Research, Strategic Planning, PowerPoint, Microsoft Word, Due Diligence, Contract Negotiation, Microsoft Office, Legal Writing, Legal Research, Budgets, Corporate Law
Education
Brooklyn Law School 2010 — 2013
Juris Doctor
University of Essex 2012 — 2012
Doctor of Law (J.D.), Law
University of Pennsylvania 2004 — 2008
BA, Poli Sci, Phil and Econ
Poly Prep Country Day School 2000 — 2004
High School Diploma
Kristin Kennard's Morgan Stanley Experience October 2009 - June 2012
Job Event Sales Coordinator; Connecting Innovative Companies with Travel Industry Leaders
Industry Marketing and Advertising
Experience
Travel Weekly January 2014 - Present
Phocuswright Inc. June 2013 - Present
Morgan Stanley October 2009 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Public Speaking, Strategic Planning, Social Networking, Event Planning, Marketing, Event Management, Management, Salesforce.com, Social Media Marketing, Social Media
Education
Victoria University 2012 — 2013
Marketing
New Jersey City University 2010 — 2013
Bachelor of Science (BS), Marketing
Brookdale Community College 2008 — 2010
Associate's degree
The Boston Conservatory 2006 — 2008
Vocal Performance
Travel Weekly January 2014 - Present
Phocuswright Inc. June 2013 - Present
Morgan Stanley October 2009 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Public Speaking, Strategic Planning, Social Networking, Event Planning, Marketing, Event Management, Management, Salesforce.com, Social Media Marketing, Social Media
Education
Victoria University 2012 — 2013
Marketing
New Jersey City University 2010 — 2013
Bachelor of Science (BS), Marketing
Brookdale Community College 2008 — 2010
Associate's degree
The Boston Conservatory 2006 — 2008
Vocal Performance
Sanjay Bhatt Sanjay Bhatt's Morgan Stanley Experience July 2011 - July 2013
Job Analyst at Glenview Capital
Industry Investment Management
Experience
Glenview Capital April 2014 - Present
Providence Equity Partners July 2013 - April 2014
Morgan Stanley July 2011 - July 2013
Skills
Investment Banking, Valuation, Banking, Financial Institutions, Finance, Capital Markets, Bloomberg, Financial Services, Hedge Funds, Investments
Education
Brown University 2007 — 2011
A.B., Economics
Glenview Capital April 2014 - Present
Providence Equity Partners July 2013 - April 2014
Morgan Stanley July 2011 - July 2013
Skills
Investment Banking, Valuation, Banking, Financial Institutions, Finance, Capital Markets, Bloomberg, Financial Services, Hedge Funds, Investments
Education
Brown University 2007 — 2011
A.B., Economics
Michael Crowell Michael Crowell's Morgan Stanley Experience January 1994 - December 1994
Job Senior Economist at Suffolk County Legislature Budget Review Office
Industry Government Administration
Experience
Suffolk County Legislature - Budget Review Office December 2013 - Present
Suffolk County Legislature 2013 - 2015
NY State Dept. of Labor June 1995 - December 2013
Morgan Stanley January 1994 - December 1994
United Nations Development Programme September 1992 - May 1993
MassMutual November 1987 - November 1989
Skills
Government, Economics, Data Analysis, English, Forecasting, Economic Development, Policy Analysis, Workforce Development, Public Policy, Policy, Statistics, Research, Community Outreach, Grant Writing, Public Speaking, Program Evaluation, Risk Management, Analysis
Education
Brown University 1980 — 1983
Bachelor of Arts, Russian Language & Literature, Mathematics
Leningrad State University named after A.S. Pushkin 1982 — 1982
Intensive Russian Language Course
School Year Abroad, Rennes, France
Suffolk County Legislature - Budget Review Office December 2013 - Present
Suffolk County Legislature 2013 - 2015
NY State Dept. of Labor June 1995 - December 2013
Morgan Stanley January 1994 - December 1994
United Nations Development Programme September 1992 - May 1993
MassMutual November 1987 - November 1989
Skills
Government, Economics, Data Analysis, English, Forecasting, Economic Development, Policy Analysis, Workforce Development, Public Policy, Policy, Statistics, Research, Community Outreach, Grant Writing, Public Speaking, Program Evaluation, Risk Management, Analysis
Education
Brown University 1980 — 1983
Bachelor of Arts, Russian Language & Literature, Mathematics
Leningrad State University named after A.S. Pushkin 1982 — 1982
Intensive Russian Language Course
School Year Abroad, Rennes, France
Matt Terrell Matt Terrell's Morgan Stanley Experience June 2008 - August 2008
Job Facebook Strategic Partner Development, Scaled Outreach
Industry Internet
Experience
Facebook March 2014 - Present
Management Leadership for Tomorrow October 2011 - Present
ecoVent Systems January 2014 - May 2014
Gradeable February 2013 - May 2014
MIT Sloan School of Management May 2012 - May 2014
Box June 2013 - August 2013
CoachUp February 2013 - May 2013
The Bridgespan Group August 2010 - May 2012
MATCH School August 2009 - August 2010
Morgan Stanley June 2008 - August 2008
Skills
Financial Modeling, Business Analysis, Non-profits, Management Consulting, Organizational..., Business Strategy, Social Entrepreneurship, Education, Nonprofits, Data Analysis, Entrepreneurship, Finance, Strategic Partnerships
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA)
Brown University 2005 — 2009
B.A., Commerce, Organizations and Entrepreneurship - Business Economics focus
Trinity School 1993 — 2005
H.S. Diploma, K - 12th Grade
Facebook March 2014 - Present
Management Leadership for Tomorrow October 2011 - Present
ecoVent Systems January 2014 - May 2014
Gradeable February 2013 - May 2014
MIT Sloan School of Management May 2012 - May 2014
Box June 2013 - August 2013
CoachUp February 2013 - May 2013
The Bridgespan Group August 2010 - May 2012
MATCH School August 2009 - August 2010
Morgan Stanley June 2008 - August 2008
Skills
Financial Modeling, Business Analysis, Non-profits, Management Consulting, Organizational..., Business Strategy, Social Entrepreneurship, Education, Nonprofits, Data Analysis, Entrepreneurship, Finance, Strategic Partnerships
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA)
Brown University 2005 — 2009
B.A., Commerce, Organizations and Entrepreneurship - Business Economics focus
Trinity School 1993 — 2005
H.S. Diploma, K - 12th Grade
Saul Lustgarten Saul Lustgarten's Morgan Stanley Experience July 2008 - August 2008
Job Founder at RingTU
Industry Internet
Experience
RingTU January 2013 - Present
Aprovecha.com January 2011 - December 2012
VicTEAMS.org May 2009 - January 2011
Morgan Stanley July 2008 - August 2008
Peterson Institute for International Economics May 2007 - July 2007
Skills
Entrepreneurship, Product Management, Emerging Markets, Start-ups, Digital Marketing, Marketing Strategy, Investments, Business Development, Marketing Management, Analysis, Venture Capital, Marketing, Economics, Latin America, Strategy, Competitive Analysis, International..., SaaS
Education
IESA 2011 — 2013
MSc, Finance
Brown University 2005 — 2009
Sc.B, Applied Mathematics-Economics, Political Philosophy
Colegio Hebraica Moral y Luces 1999 — 2004
Bachelor's degree, Sciences
Massachusetts Institute of Technology - Sloan School of Management
RingTU January 2013 - Present
Aprovecha.com January 2011 - December 2012
VicTEAMS.org May 2009 - January 2011
Morgan Stanley July 2008 - August 2008
Peterson Institute for International Economics May 2007 - July 2007
Skills
Entrepreneurship, Product Management, Emerging Markets, Start-ups, Digital Marketing, Marketing Strategy, Investments, Business Development, Marketing Management, Analysis, Venture Capital, Marketing, Economics, Latin America, Strategy, Competitive Analysis, International..., SaaS
Education
IESA 2011 — 2013
MSc, Finance
Brown University 2005 — 2009
Sc.B, Applied Mathematics-Economics, Political Philosophy
Colegio Hebraica Moral y Luces 1999 — 2004
Bachelor's degree, Sciences
Massachusetts Institute of Technology - Sloan School of Management
Siobhan Cashman Siobhan Cashman's Morgan Stanley Experience 1993 - 1994
Job Senior Learning and Development Consultant at MetLife
Industry Human Resources
Experience
MetLife September 2013 - Present
Mylan Specialty October 2012 - September 2013
Pershing LLC, an affiliate of BNY Mellon August 2008 - October 2012
Pershing LLC, an affiliate of BNY Mellon July 2007 - August 2008
Pershing LLC, an affiliate of BNY Mellon July 2002 - July 2007
Pershing LLC, an affiliate of BNY Mellon September 2000 - July 2002
Julius Baer September 1998 - August 2000
Union Bank of Switzerland August 1996 - June 1998
Union Bank of Switzerland July 1994 - August 1996
Morgan Stanley 1993 - 1994
Skills
Employee Engagement, Performance Management, Change Management, Organizational..., Leadership Development, Talent Management, Training, Employee Relations, Succession Planning, Leadership, Project Management, Personnel Management, Strategy, Staff Development, Management, Program Management, Analysis, Interviews, Talent Acquisition, Management Development, Workforce Planning, Organizational..., 360 Feedback, Onboarding, Human Resources, Employee Training, Career Development, Recruiting, Workshop Facilitation, Organizational Design, Culture Change, Training Delivery, Coaching, MBTI
Education
Brookdale Community College
Associate of Arts (AA), Social Sciences
Rutgers, The State University of New Jersey-New Brunswick
BA, Communication, General
MetLife September 2013 - Present
Mylan Specialty October 2012 - September 2013
Pershing LLC, an affiliate of BNY Mellon August 2008 - October 2012
Pershing LLC, an affiliate of BNY Mellon July 2007 - August 2008
Pershing LLC, an affiliate of BNY Mellon July 2002 - July 2007
Pershing LLC, an affiliate of BNY Mellon September 2000 - July 2002
Julius Baer September 1998 - August 2000
Union Bank of Switzerland August 1996 - June 1998
Union Bank of Switzerland July 1994 - August 1996
Morgan Stanley 1993 - 1994
Skills
Employee Engagement, Performance Management, Change Management, Organizational..., Leadership Development, Talent Management, Training, Employee Relations, Succession Planning, Leadership, Project Management, Personnel Management, Strategy, Staff Development, Management, Program Management, Analysis, Interviews, Talent Acquisition, Management Development, Workforce Planning, Organizational..., 360 Feedback, Onboarding, Human Resources, Employee Training, Career Development, Recruiting, Workshop Facilitation, Organizational Design, Culture Change, Training Delivery, Coaching, MBTI
Education
Brookdale Community College
Associate of Arts (AA), Social Sciences
Rutgers, The State University of New Jersey-New Brunswick
BA, Communication, General
Neil Roth Neil Roth's Morgan Stanley Experience May 1993 - April 2001
Job Head of Operational Risk for Combined U.S. Operations at RBC
Industry Banking
Experience
RBC July 2015 - Present
Mitsubishi UFJ Securities (USA), Inc. January 2013 - July 2015
BNP Paribas January 2010 - January 2013
Fortis Bank July 2007 - December 2009
Bank of New York Mellon April 2002 - June 2007
Morgan Stanley May 1993 - April 2001
United States Fidelity & Guarantee March 1988 - August 1991
Skills
Operational Risk, Operational Risk..., Key Risk Indicators, KRIs, Key Performance..., KPIs, Risk Self Assessments, RSAs, Internal Loss Analysis, External Loss Analysis, Audit Issue Tracking, Scenario Analysis, Framework Validation, Cash Management, Key Metrics, Financial Risk, Basel II, Banking, Treasury, Commercial Banking, Treasury Management, Financial Institutions, Structured Finance, Investment Banking, Fixed Income, Derivatives, Internal Audit
Education
Brown University 1983 — 1987
B.A., Philosophy and Economics
RBC July 2015 - Present
Mitsubishi UFJ Securities (USA), Inc. January 2013 - July 2015
BNP Paribas January 2010 - January 2013
Fortis Bank July 2007 - December 2009
Bank of New York Mellon April 2002 - June 2007
Morgan Stanley May 1993 - April 2001
United States Fidelity & Guarantee March 1988 - August 1991
Skills
Operational Risk, Operational Risk..., Key Risk Indicators, KRIs, Key Performance..., KPIs, Risk Self Assessments, RSAs, Internal Loss Analysis, External Loss Analysis, Audit Issue Tracking, Scenario Analysis, Framework Validation, Cash Management, Key Metrics, Financial Risk, Basel II, Banking, Treasury, Commercial Banking, Treasury Management, Financial Institutions, Structured Finance, Investment Banking, Fixed Income, Derivatives, Internal Audit
Education
Brown University 1983 — 1987
B.A., Philosophy and Economics
James Rhodes James Rhodes's Morgan Stanley Experience 1995 - 2007
Job
Industry Renewables & Environment
Experience
Magnuss Ltd. 2010 - Present
Eco Capital LLC 2007 - 2011
Morgan Stanley 1995 - 2007
Goldman Sachs 1992 - 1995
Booz Allen Hamilton 1986 - 1990
Skills
Private Equity, Venture Capital, Mergers, Investment Banking, Renewable Energy, Business Strategy, Risk Management, Investment Management, Finance, Strategic Consulting, Project Management, Clean Technology, Shipping, Carbon Finance, Emerging Markets, Valuation, Capital Markets, Project Finance, Investments, Due Diligence
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance, Honors with distinction
Brown University 1980 — 1984
BS, Electrical Engineering
Magnuss Ltd. 2010 - Present
Eco Capital LLC 2007 - 2011
Morgan Stanley 1995 - 2007
Goldman Sachs 1992 - 1995
Booz Allen Hamilton 1986 - 1990
Skills
Private Equity, Venture Capital, Mergers, Investment Banking, Renewable Energy, Business Strategy, Risk Management, Investment Management, Finance, Strategic Consulting, Project Management, Clean Technology, Shipping, Carbon Finance, Emerging Markets, Valuation, Capital Markets, Project Finance, Investments, Due Diligence
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance, Honors with distinction
Brown University 1980 — 1984
BS, Electrical Engineering
Trinity Gray Trinity Gray's Morgan Stanley Experience June 2004 - May 2006
Job
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Vanguard January 2011 - May 2012
Bank of America June 2010 - January 2011
Bank of America September 2008 - June 2010
Merrill Lynch June 2006 - August 2008
Morgan Stanley June 2004 - May 2006
Nike June 2000 - February 2004
Skills
Client Relationship..., Financial Planning, Customer Relations, CRM, Asset Allocation, Strategic Financial..., Customer Service, Investments, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Portfolio Management, Finance, Insurance, Estate Planning, Financial Services, Relationship Management, Securities, Fixed Annuities, Financial Advisory, 401k, Alternative Investments
Education
Securities & Regulation Licenses 2004 — 2005
Brown University 1996 — 2000
2000
Brown University 1996 — 2000
B.A
TIAA-CREF May 2012 - Present
Vanguard January 2011 - May 2012
Bank of America June 2010 - January 2011
Bank of America September 2008 - June 2010
Merrill Lynch June 2006 - August 2008
Morgan Stanley June 2004 - May 2006
Nike June 2000 - February 2004
Skills
Client Relationship..., Financial Planning, Customer Relations, CRM, Asset Allocation, Strategic Financial..., Customer Service, Investments, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Portfolio Management, Finance, Insurance, Estate Planning, Financial Services, Relationship Management, Securities, Fixed Annuities, Financial Advisory, 401k, Alternative Investments
Education
Securities & Regulation Licenses 2004 — 2005
Brown University 1996 — 2000
2000
Brown University 1996 — 2000
B.A
Michael J. Romano Michael J. Romano's Morgan Stanley Experience October 2004 - June 2007
Job Vice President Quality Assurance Manager
Industry Banking
Experience
Wells Fargo June 2007 - Present
Wells Fargo 2007 - 2013
Morgan Stanley October 2004 - June 2007
Washington Mutual Bank April 1997 - October 2004
Great Western Bank March 1989 - March 1997
Great Western Bank March 1988 - March 1989
The Appraisal Office August 1985 - December 1987
Skills
State Certified Real..., Real Estate Broker, Banking, Quality Assurance, Mortgage Banking, Risk Management, User Acceptance Testing, Software Quality..., SDLC, Loans, Mortgage Lending, Process Improvement, Valuation, Financial Services, Loss Mitigation, Appraisals, Waterfall, FHA, Real Estate
Education
University of Florida 1983 — 1985
Bachelor of Science (BS), Real Estate
Broward College 1982 — 1983
Associate of Arts (AA), Business Administration and Management, General
Florida Institute of Technology 1981 — 1982
Business Administration and Management, General
Coconut Creek High School 1977 — 1981
Wells Fargo June 2007 - Present
Wells Fargo 2007 - 2013
Morgan Stanley October 2004 - June 2007
Washington Mutual Bank April 1997 - October 2004
Great Western Bank March 1989 - March 1997
Great Western Bank March 1988 - March 1989
The Appraisal Office August 1985 - December 1987
Skills
State Certified Real..., Real Estate Broker, Banking, Quality Assurance, Mortgage Banking, Risk Management, User Acceptance Testing, Software Quality..., SDLC, Loans, Mortgage Lending, Process Improvement, Valuation, Financial Services, Loss Mitigation, Appraisals, Waterfall, FHA, Real Estate
Education
University of Florida 1983 — 1985
Bachelor of Science (BS), Real Estate
Broward College 1982 — 1983
Associate of Arts (AA), Business Administration and Management, General
Florida Institute of Technology 1981 — 1982
Business Administration and Management, General
Coconut Creek High School 1977 — 1981
Nicholas F. Gaffney's Morgan Stanley Experience June 2011 - September 2014
Job Vice President, Compliance at Nomura Securities
Industry Legal Services
Experience
Morgan Stanley June 2011 - September 2014
Menaker & Herrmann LLP September 2006 - June 2011
Skills
Corporate Law, Corporate Governance, Legal Research, Capital Markets, Litigation, Securities, Legal Writing, Due Diligence, Commercial Litigation, Financial Services, Equities, Civil Litigation, Private Placements, Commodity Markets, Investment Banking, Equity Research, Legal Compliance, IPO, Policies & Procedures, Corporate Finance, Securities Regulation, Trading, Anti Money Laundering, Regulatory Compliance, Mergers & Acquisitions
Education
Brooklyn Law School
Fordham University
Morgan Stanley June 2011 - September 2014
Menaker & Herrmann LLP September 2006 - June 2011
Skills
Corporate Law, Corporate Governance, Legal Research, Capital Markets, Litigation, Securities, Legal Writing, Due Diligence, Commercial Litigation, Financial Services, Equities, Civil Litigation, Private Placements, Commodity Markets, Investment Banking, Equity Research, Legal Compliance, IPO, Policies & Procedures, Corporate Finance, Securities Regulation, Trading, Anti Money Laundering, Regulatory Compliance, Mergers & Acquisitions
Education
Brooklyn Law School
Fordham University
Alphonzo Grant, Jr. Alphonzo Grant, Jr.'s Morgan Stanley Experience June 2011 - Present
Job Executive Director, Legal & Compliance, Morgan Stanley
Industry Financial Services
Experience
Benjamin N. Cardozo School of Law January 2012 - Present
Morgan Stanley June 2011 - Present
New York City Civilian Complaint Review Board July 2011 - October 2014
Sullivan & Cromwell LLP 2006 - 2011
U.S. Attorney's Office - Eastern District of New York 2002 - 2005
Sullivan & Cromwell LLP 1999 - 2002
United States District Court for the Eastern District of New York 1998 - 1999
Skills
Securities Litigation, Internal Investigations, Litigation, Criminal Law, Commercial Litigation, Criminal Defense, Fraud, Courts, White Collar Criminal..., Corporate Governance, Legal Research, Legal Writing, FCPA, Civil Litigation, Securities Regulation, Trials, Trial Practice, Hearings, Intellectual Property, Corporate Law
Education
Brooklyn Law School 1995 — 1998
Doctor of Law (J.D.)
State University of New York at Stony Brook 1988 — 1993
MPS and BA, Labor Management and Economics
Benjamin N. Cardozo School of Law January 2012 - Present
Morgan Stanley June 2011 - Present
New York City Civilian Complaint Review Board July 2011 - October 2014
Sullivan & Cromwell LLP 2006 - 2011
U.S. Attorney's Office - Eastern District of New York 2002 - 2005
Sullivan & Cromwell LLP 1999 - 2002
United States District Court for the Eastern District of New York 1998 - 1999
Skills
Securities Litigation, Internal Investigations, Litigation, Criminal Law, Commercial Litigation, Criminal Defense, Fraud, Courts, White Collar Criminal..., Corporate Governance, Legal Research, Legal Writing, FCPA, Civil Litigation, Securities Regulation, Trials, Trial Practice, Hearings, Intellectual Property, Corporate Law
Education
Brooklyn Law School 1995 — 1998
Doctor of Law (J.D.)
State University of New York at Stony Brook 1988 — 1993
MPS and BA, Labor Management and Economics
Joshua Cytryn Joshua Cytryn's Morgan Stanley Experience September 2014 - Present
Job Critical Business Implementation Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Computershare October 2012 - September 2014
UBS Wealth Management July 2005 - July 2012
Merrill Lynch December 2002 - July 2005
Skills
Business Analysis, Customer Service, Equities, Financial Analysis, Financial Services, Management, Marketing, Microsoft Office, Process Improvement, Project Management, Real Estate, Sales, Strategic Planning
Education
Rutgers University-New Brunswick 1998 — 2000
Bachelor's Degree, Economics
Brookdale Community College 1996 — 1998
Associate's Degree, Economics
Morgan Stanley September 2014 - Present
Computershare October 2012 - September 2014
UBS Wealth Management July 2005 - July 2012
Merrill Lynch December 2002 - July 2005
Skills
Business Analysis, Customer Service, Equities, Financial Analysis, Financial Services, Management, Marketing, Microsoft Office, Process Improvement, Project Management, Real Estate, Sales, Strategic Planning
Education
Rutgers University-New Brunswick 1998 — 2000
Bachelor's Degree, Economics
Brookdale Community College 1996 — 1998
Associate's Degree, Economics
Choyce Schwartz's Morgan Stanley Experience July 2015 - Present
Job Music Publisher at Broadcast Music, Inc. (BMI)
Industry Music
Experience
C. S. Schwartz Publishing August 2013 - Present
Broadcast Music, Inc. (BMI) June 2013 - Present
Broadcast Music, Inc. (BMI) August 2013 - Present
Morgan Stanley July 2015 - Present
WRTZ radio station January 2013 - December 2013
Hollywood Golf Club June 2011 - August 2013
Universal Records July 2010 - August 2011
Skills
Music Production, Music Industry, Music, Music Publishing, Songwriting, Entertainment, Composition, Audio Engineering, Entrepreneurship, Film Scoring, Music Technology, Sound, Music Performance, Music Education, Film, Radio, Network Marketing, Entertainment Law, Stock Market, Recording, Broadcast
Education
The University of the Arts 2012 — 2016
Bachelor's Degree, Music Business, Entrepreneurship & Technology/ Composition
Brookdale Community College 2014 — 2014
Visiting Student, Music Technology, 3.5 GPA
The Juilliard School 2012 — 2012
Percussion Instruments, High School summer program
Monmouth University 2012 — 2012
Musical Theatre
C. S. Schwartz Publishing August 2013 - Present
Broadcast Music, Inc. (BMI) June 2013 - Present
Broadcast Music, Inc. (BMI) August 2013 - Present
Morgan Stanley July 2015 - Present
WRTZ radio station January 2013 - December 2013
Hollywood Golf Club June 2011 - August 2013
Universal Records July 2010 - August 2011
Skills
Music Production, Music Industry, Music, Music Publishing, Songwriting, Entertainment, Composition, Audio Engineering, Entrepreneurship, Film Scoring, Music Technology, Sound, Music Performance, Music Education, Film, Radio, Network Marketing, Entertainment Law, Stock Market, Recording, Broadcast
Education
The University of the Arts 2012 — 2016
Bachelor's Degree, Music Business, Entrepreneurship & Technology/ Composition
Brookdale Community College 2014 — 2014
Visiting Student, Music Technology, 3.5 GPA
The Juilliard School 2012 — 2012
Percussion Instruments, High School summer program
Monmouth University 2012 — 2012
Musical Theatre
Christie E. Susi Christie E. Susi's Morgan Stanley Experience January 2005 - October 2005
Job Attorney at Bowman Law Firm, LLC
Industry Law Practice
Experience
Bowman Law Firm, LLC June 2014 - Present
W. P. Carey Inc. February 2011 - May 2014
UBS June 2009 - August 2009
W. P. Carey Inc. May 2008 - March 2009
Merrill Lynch September 2006 - July 2007
Ted Susi For State Representative (District 86, Maine) January 2006 - November 2006
Morgan Stanley January 2005 - October 2005
EMILY's List June 2004 - November 2004
Education
Brooklyn Law School 2007 — 2010
JD
University of Pennsylvania 2001 — 2004
BA
Bowman Law Firm, LLC June 2014 - Present
W. P. Carey Inc. February 2011 - May 2014
UBS June 2009 - August 2009
W. P. Carey Inc. May 2008 - March 2009
Merrill Lynch September 2006 - July 2007
Ted Susi For State Representative (District 86, Maine) January 2006 - November 2006
Morgan Stanley January 2005 - October 2005
EMILY's List June 2004 - November 2004
Education
Brooklyn Law School 2007 — 2010
JD
University of Pennsylvania 2001 — 2004
BA
Joe Bellavia Joe Bellavia's Morgan Stanley Experience March 2014 - Present
Job Vice President Project Management at Morgan Stanley
Industry Program Development
Experience
Morgan Stanley March 2014 - Present
First Data Corporation May 2000 - May 2013
American Express May 1999 - May 2000
American Express May 1998 - May 1999
Skills
Credit Cards, SDLC, Payment Systems, Payments, Electronic Payments, Vendor Management, Process Improvement, Payment Card Processing, PMO, Business Analysis, Mobile Payments, Project Portfolio..., Debit Cards, Program Management, Payment Services, Management, Re-engineering, Customer Experience, E-payments, Financial Services, Project Planning, Business Process..., Merchant Services, Relationship Management, Team Leadership, Call Centers, Banking
Education
Nova Southeastern University 1998 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Broward College 1996 — 1998
AS, Computer Information Management
Morgan Stanley March 2014 - Present
First Data Corporation May 2000 - May 2013
American Express May 1999 - May 2000
American Express May 1998 - May 1999
Skills
Credit Cards, SDLC, Payment Systems, Payments, Electronic Payments, Vendor Management, Process Improvement, Payment Card Processing, PMO, Business Analysis, Mobile Payments, Project Portfolio..., Debit Cards, Program Management, Payment Services, Management, Re-engineering, Customer Experience, E-payments, Financial Services, Project Planning, Business Process..., Merchant Services, Relationship Management, Team Leadership, Call Centers, Banking
Education
Nova Southeastern University 1998 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Broward College 1996 — 1998
AS, Computer Information Management
Debra Charish Kamen Debra Charish Kamen's Morgan Stanley Experience May 2012 - Present
Job Vice President, Regulatory Counsel/Policies and Procedures Group at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley May 2012 - Present
WilmerHale September 2007 - May 2012
WilmerHale May 2006 - July 2006
Hon. Shira Scheindlin, U.S. District Court, S.D.N.Y September 2005 - December 2005
NYC Health and Hospitals Corporation May 2005 - August 2005
Education
Brooklyn Law School 2004 — 2007
JD
Cornell University 2000 — 2004
BS, Industrial and Labor Relations
East Meadow High School
Morgan Stanley May 2012 - Present
WilmerHale September 2007 - May 2012
WilmerHale May 2006 - July 2006
Hon. Shira Scheindlin, U.S. District Court, S.D.N.Y September 2005 - December 2005
NYC Health and Hospitals Corporation May 2005 - August 2005
Education
Brooklyn Law School 2004 — 2007
JD
Cornell University 2000 — 2004
BS, Industrial and Labor Relations
East Meadow High School
Kate Stoughton's Morgan Stanley Experience 2008 - 2008
Job Senior Manager, Product Management at American Express
Industry Marketing and Advertising
Experience
American Express July 2014 - Present
American Express June 2013 - July 2014
Bain & Company 2009 - 2011
Morgan Stanley 2008 - 2008
Harvard Business School June 2007 - August 2007
Skills
Product Management, Product Development, Marketing Strategy, Brand Management, Research, Marketing, Management Consulting, Creative Writing
Education
Harvard Business School 2011 — 2013
MBA
Brown University 2005 — 2009
AB, History
Cambridge University 2008 — 2008
American Express July 2014 - Present
American Express June 2013 - July 2014
Bain & Company 2009 - 2011
Morgan Stanley 2008 - 2008
Harvard Business School June 2007 - August 2007
Skills
Product Management, Product Development, Marketing Strategy, Brand Management, Research, Marketing, Management Consulting, Creative Writing
Education
Harvard Business School 2011 — 2013
MBA
Brown University 2005 — 2009
AB, History
Cambridge University 2008 — 2008
Bettina Ruppert, Esq. Bettina Ruppert, Esq.'s Morgan Stanley Experience July 2012 - December 2013
Job Vice President, Commercial Banking Compliance at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2013 - Present
Morgan Stanley July 2012 - December 2013
Financial Industry Regulatory Authority 2001 - 2011
US Securities and Exchange Commission August 2000 - December 2000
NYSE Euronext August 1999 - May 2000
Milbank, Tweed, Hadley & McCloy LLP October 1996 - July 1998
Skills
FINRA, Enforcement, NYSE, Securities Regulation, compliance, Securities, Securities Fraud, French, Portuguese, Investigation, Appeals, Financial Regulation, Legal Compliance, Private Investigations, Equities, Capital Markets, Fraud, Legal Writing, Corporate Governance, Litigation, Compliance, Anti Money Laundering, Hedge Funds
Education
Brooklyn Law School 1998 — 2001
Doctor of Law (JD)
Washington University in St. Louis 1992 — 1996
Bachelor of Arts (B.A.), French and International Studies
JPMorgan Chase December 2013 - Present
Morgan Stanley July 2012 - December 2013
Financial Industry Regulatory Authority 2001 - 2011
US Securities and Exchange Commission August 2000 - December 2000
NYSE Euronext August 1999 - May 2000
Milbank, Tweed, Hadley & McCloy LLP October 1996 - July 1998
Skills
FINRA, Enforcement, NYSE, Securities Regulation, compliance, Securities, Securities Fraud, French, Portuguese, Investigation, Appeals, Financial Regulation, Legal Compliance, Private Investigations, Equities, Capital Markets, Fraud, Legal Writing, Corporate Governance, Litigation, Compliance, Anti Money Laundering, Hedge Funds
Education
Brooklyn Law School 1998 — 2001
Doctor of Law (JD)
Washington University in St. Louis 1992 — 1996
Bachelor of Arts (B.A.), French and International Studies
Olga Usyk Olga Usyk's Morgan Stanley Experience 2009 - 2011
Job Emerging Markets Associate
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2013 - Present
JP Morgan Asset Management March 2011 - July 2012
Morgan Stanley 2009 - 2011
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Brown University 2005 — 2009
AB, Economics
Nashua High School
Bank of America Merrill Lynch June 2013 - Present
JP Morgan Asset Management March 2011 - July 2012
Morgan Stanley 2009 - 2011
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Brown University 2005 — 2009
AB, Economics
Nashua High School
James Hickson's Morgan Stanley Experience February 2013 - Present
Job Business Development, Technology Commercialization/intrapreneur at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley February 2013 - Present
Morgan Stanley September 2009 - February 2013
Morgan Stanley August 2007 - September 2009
Morgan Stanley December 2006 - August 2007
Morgan Stanley January 2004 - December 2006
Morgan Stanley February 2002 - January 2004
Skills
Saudi Arabia, CMA, Tadawul, Emerging Markets, Strategy Development, Technology Development, Investment Banking, Program Management, Budgeting, MBA, China Business..., Corporate Finance, Contract Negotiation, Public Speaking, Cross-functional Team..., Organizational..., Strategic Leadership, Business Strategy, Strategy, Budgets, Strategic Planning, Leadership, Business Development, Executive Management, Risk Management, Team Building, Start-ups, Entrepreneurship, Training, Management Consulting, Business Process..., Business Analysis, Marketing, Management, Mergers & Acquisitions, Talent Management, Business Planning, Human Resources, Vendor Management, CRM, IT Strategy, IT Management, Finance, Enterprise Software, Venture Capital, Financial Analysis, Product Development, Team Leadership
Education
IE Business School, Madrid 2011 — 2012
Global Executive MBA, Business Administration and Management, General
Brown University 2012 — 2012
Global Executive MBA (Rotation for IE MBA)
Fudan University 2012 — 2012
Global Executive MBA (rotation as part of IE study)
Instituto de Ensino e Pesquisa (Insper) 2012 — 2012
Global Executive MBA (rotation)
University of Greenwich 1998 — 2001
BSc (hons), Computer Science, 1:1 egregia cum laude
Morgan Stanley February 2013 - Present
Morgan Stanley September 2009 - February 2013
Morgan Stanley August 2007 - September 2009
Morgan Stanley December 2006 - August 2007
Morgan Stanley January 2004 - December 2006
Morgan Stanley February 2002 - January 2004
Skills
Saudi Arabia, CMA, Tadawul, Emerging Markets, Strategy Development, Technology Development, Investment Banking, Program Management, Budgeting, MBA, China Business..., Corporate Finance, Contract Negotiation, Public Speaking, Cross-functional Team..., Organizational..., Strategic Leadership, Business Strategy, Strategy, Budgets, Strategic Planning, Leadership, Business Development, Executive Management, Risk Management, Team Building, Start-ups, Entrepreneurship, Training, Management Consulting, Business Process..., Business Analysis, Marketing, Management, Mergers & Acquisitions, Talent Management, Business Planning, Human Resources, Vendor Management, CRM, IT Strategy, IT Management, Finance, Enterprise Software, Venture Capital, Financial Analysis, Product Development, Team Leadership
Education
IE Business School, Madrid 2011 — 2012
Global Executive MBA, Business Administration and Management, General
Brown University 2012 — 2012
Global Executive MBA (Rotation for IE MBA)
Fudan University 2012 — 2012
Global Executive MBA (rotation as part of IE study)
Instituto de Ensino e Pesquisa (Insper) 2012 — 2012
Global Executive MBA (rotation)
University of Greenwich 1998 — 2001
BSc (hons), Computer Science, 1:1 egregia cum laude
Akash Shah Akash Shah's Morgan Stanley Experience June 2012 - July 2014
Job Global Supply Manager at Apple
Industry Consumer Electronics
Experience
Apple August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Fujii App(ar)le January 2009 - August 2011
Seek the Horizon March 2003 - August 2011
JP Morgan June 2010 - September 2010
Concordia Ventures June 2009 - August 2009
Skills
Portfolio Management, Entrepreneurship, Nonprofits, Start-ups, Management, Microsoft Office, Strategy, Microsoft Excel, Data Analysis, Finance, Leadership, Public Speaking, Research
Education
Brown University 2008 — 2012
A.B., Economics, 3.9
University of Oxford 2010 — 2011
Economics & Political Science
Apple August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Fujii App(ar)le January 2009 - August 2011
Seek the Horizon March 2003 - August 2011
JP Morgan June 2010 - September 2010
Concordia Ventures June 2009 - August 2009
Skills
Portfolio Management, Entrepreneurship, Nonprofits, Start-ups, Management, Microsoft Office, Strategy, Microsoft Excel, Data Analysis, Finance, Leadership, Public Speaking, Research
Education
Brown University 2008 — 2012
A.B., Economics, 3.9
University of Oxford 2010 — 2011
Economics & Political Science
Roger Murff's Morgan Stanley Experience 1990 - 1993
Job Vice President, Box
Industry Computer Software
Experience
Box October 2011 - Present
Microsoft 2010 - 2011
Microsoft 2007 - 2010
Microsoft 2003 - 2007
Adobe (previously Macromedia) 1999 - 2003
Advent Software 1996 - 1998
Accenture 1993 - 1995
Morgan Stanley 1990 - 1993
U.S. Peace Corps 1989 - 1990
Skills
Cloud Computing, Product Management, Marketing Effectiveness, Mobile Devices, Business Alliances, B2B Marketing, Venture Capital, SaaS, Enterprise Software, Demand Generation, Go-to-market Strategy, Sales Enablement, Partner Management, Strategic Partnerships, Product Marketing, Analytics, Scalability, Hadoop, User Experience, Agile Methodologies, Multi-channel Marketing, CRM, Cross-functional Team..., Program Management, Strategy, Business Development, Unified Communications, Start-ups, Leadership, Management
Education
Brown University 1984 — 1989
UNSW Australia 1987 — 1988
Box October 2011 - Present
Microsoft 2010 - 2011
Microsoft 2007 - 2010
Microsoft 2003 - 2007
Adobe (previously Macromedia) 1999 - 2003
Advent Software 1996 - 1998
Accenture 1993 - 1995
Morgan Stanley 1990 - 1993
U.S. Peace Corps 1989 - 1990
Skills
Cloud Computing, Product Management, Marketing Effectiveness, Mobile Devices, Business Alliances, B2B Marketing, Venture Capital, SaaS, Enterprise Software, Demand Generation, Go-to-market Strategy, Sales Enablement, Partner Management, Strategic Partnerships, Product Marketing, Analytics, Scalability, Hadoop, User Experience, Agile Methodologies, Multi-channel Marketing, CRM, Cross-functional Team..., Program Management, Strategy, Business Development, Unified Communications, Start-ups, Leadership, Management
Education
Brown University 1984 — 1989
UNSW Australia 1987 — 1988
Valerie Bailey Valerie Bailey's Morgan Stanley Experience May 2005 - February 2007
Job Vice President
Industry Financial Services
Experience
Neuberger Berman February 2013 - Present
Neuberger Berman July 2012 - January 2013
USAA December 2011 - May 2012
Valerie Bailey, Esq. January 2009 - December 2011
Rider University September 2009 - June 2010
Mercer County Community College September 2009 - June 2010
Merrill Lynch February 2007 - March 2009
Morgan Stanley May 2005 - February 2007
NASD nka FINRA December 1988 - May 2005
New York City Court Administration April 1986 - December 1988
Skills
Compliance, Securities, Series 7, Investment Advisory, FINRA, Securities Regulation, Risk Management, Arbitration, AML, Investments, Corporate Law, Mediation, Training, Policy, Corporate Governance, Licensing, Financial Services, Derivatives, Due Diligence, Wealth Management
Education
Brooklyn Law School 1982 — 1985
JD, Law
Fairleigh Dickinson University 1978 — 1982
BA, Political Science
Ewing High School 1976 — 1978
Diploma
STATHS
Neuberger Berman February 2013 - Present
Neuberger Berman July 2012 - January 2013
USAA December 2011 - May 2012
Valerie Bailey, Esq. January 2009 - December 2011
Rider University September 2009 - June 2010
Mercer County Community College September 2009 - June 2010
Merrill Lynch February 2007 - March 2009
Morgan Stanley May 2005 - February 2007
NASD nka FINRA December 1988 - May 2005
New York City Court Administration April 1986 - December 1988
Skills
Compliance, Securities, Series 7, Investment Advisory, FINRA, Securities Regulation, Risk Management, Arbitration, AML, Investments, Corporate Law, Mediation, Training, Policy, Corporate Governance, Licensing, Financial Services, Derivatives, Due Diligence, Wealth Management
Education
Brooklyn Law School 1982 — 1985
JD, Law
Fairleigh Dickinson University 1978 — 1982
BA, Political Science
Ewing High School 1976 — 1978
Diploma
STATHS
Jana Sunshine Jana Sunshine's Morgan Stanley Experience June 2000 - April 2002
Job eCommerce & Real Estate Entrepreneur
Industry Internet
Experience
Private May 2012 - Present
OrderAhead February 2012 - April 2012
Online Business Development September 2010 - January 2012
American Express October 2009 - July 2010
UCLA Anderson School of Management September 2007 - June 2009
Online Business Development July 2004 - August 2007
KaBloom June 2003 - June 2004
Atlantic Records 2002 - 2003
Morgan Stanley June 2000 - April 2002
Skills
Sales, New Business Development, Start-ups, SEO, Financial Analysis, Market Research
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Business
Brown University 1996 — 2000
Bachelors of Science, Electrical Engineering
Private May 2012 - Present
OrderAhead February 2012 - April 2012
Online Business Development September 2010 - January 2012
American Express October 2009 - July 2010
UCLA Anderson School of Management September 2007 - June 2009
Online Business Development July 2004 - August 2007
KaBloom June 2003 - June 2004
Atlantic Records 2002 - 2003
Morgan Stanley June 2000 - April 2002
Skills
Sales, New Business Development, Start-ups, SEO, Financial Analysis, Market Research
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Business
Brown University 1996 — 2000
Bachelors of Science, Electrical Engineering
Kelly Glynn Kelly Glynn's Morgan Stanley Experience June 2012 - Present
Job Clearance at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2012 - Present
Citibank (Banamex USA) March 2011 - June 2012
Brunswick Corporation 2005 - 2011
Skills
Telephone Skills, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Proxy Voting, Settlement, Prime Brokerage, Typing, Problem Solving, Communication Skills, Supply Ordering, Guest Booking, Sales, Teamwork, Research, Financial Services, Auctions, trade extensions, email, Daily Reports, Visio
Education
Brookdale Community College 2007 — 2009
Associate's degree, Business Administration and Management, General
Morgan Stanley June 2012 - Present
Citibank (Banamex USA) March 2011 - June 2012
Brunswick Corporation 2005 - 2011
Skills
Telephone Skills, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Proxy Voting, Settlement, Prime Brokerage, Typing, Problem Solving, Communication Skills, Supply Ordering, Guest Booking, Sales, Teamwork, Research, Financial Services, Auctions, trade extensions, email, Daily Reports, Visio
Education
Brookdale Community College 2007 — 2009
Associate's degree, Business Administration and Management, General
James Shovlin James Shovlin's Morgan Stanley Experience January 2012 - December 2014
Job Full Cycle Recruiter Temporary and Temporary to Permanent Staff at Brook Street
Industry Financial Services
Experience
Brook Street January 2015 - Present
Morgan Stanley January 2012 - December 2014
Morgan Stanley February 2010 - January 2012
Morgan Stanley May 2007 - February 2010
Global Association of Risk Professionals November 2005 - May 2007
Global Association of Risk Professionals April 2003 - November 2005
Skills
Financial Analysis, Recruiting, Risk Management, Investments, Portfolio Management, Financial Risk, Equities, Credit, Loans, Management, Training, Securities, Wealth Management, Auditing, Financial Services, Finance, Microsoft Excel
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), History
Brookdale Community College 1998 — 2001
Associates, Social Science
Brook Street January 2015 - Present
Morgan Stanley January 2012 - December 2014
Morgan Stanley February 2010 - January 2012
Morgan Stanley May 2007 - February 2010
Global Association of Risk Professionals November 2005 - May 2007
Global Association of Risk Professionals April 2003 - November 2005
Skills
Financial Analysis, Recruiting, Risk Management, Investments, Portfolio Management, Financial Risk, Equities, Credit, Loans, Management, Training, Securities, Wealth Management, Auditing, Financial Services, Finance, Microsoft Excel
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), History
Brookdale Community College 1998 — 2001
Associates, Social Science
Joseph Limeri's Morgan Stanley Experience April 2014 - April 2014
Job BNY Mellon Global Collateral Services Account Administrator
Industry Financial Services
Experience
BNY Mellon May 2014 - Present
Morgan Stanley April 2014 - April 2014
The Bank of New York Mellon June 2013 - August 2013
The Bank of New York Mellon June 2012 - August 2012
Target July 2007 - August 2011
West-Ward Pharmaceuticals July 2005 - August 2005
Skills
Microsoft Office, Windows 7, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Data Entry, Team Leadership, Windows, Customer Satisfaction, Computer Hardware, Troubleshooting, Teamwork, Time Management
Education
West Virginia University 2011 — 2013
Business Administration, Finance
Brookdale Community College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
BNY Mellon May 2014 - Present
Morgan Stanley April 2014 - April 2014
The Bank of New York Mellon June 2013 - August 2013
The Bank of New York Mellon June 2012 - August 2012
Target July 2007 - August 2011
West-Ward Pharmaceuticals July 2005 - August 2005
Skills
Microsoft Office, Windows 7, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Data Entry, Team Leadership, Windows, Customer Satisfaction, Computer Hardware, Troubleshooting, Teamwork, Time Management
Education
West Virginia University 2011 — 2013
Business Administration, Finance
Brookdale Community College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Amy McCallum's Morgan Stanley Experience January 1997 - January 2004
Job Office Manager at HARBRO Emergency Service and Restoration
Industry Real Estate
Experience
HAR-BRO Emergency Service and Restoration August 2008 - Present
Pike Place Market January 2007 - August 2008
T-Mobile USA Retail Real Estate January 2005 - January 2007
Liebsohn & Company January 2004 - January 2005
Morgan Stanley January 1997 - January 2004
Skills
Contract Management, Process Scheduler, Contract Negotiation, Microsoft Excel, Customer Service, Budgets, Contractors, Construction Management, Renovation, Blueprint Reading, Construction, Residential Homes, Property Management, Real Estate, Project Management, Sales, Team Building, Restoration, Negotiation, Microsoft Word, People Skills, Office Administration, Human Resources, Payroll, Accounts Payable, Marketing Event Planning, Vendor Relationships, Communication Skills, Employee Management, Financial Analysis
Education
Brooks College 1991 — 1995
Business Management
HAR-BRO Emergency Service and Restoration August 2008 - Present
Pike Place Market January 2007 - August 2008
T-Mobile USA Retail Real Estate January 2005 - January 2007
Liebsohn & Company January 2004 - January 2005
Morgan Stanley January 1997 - January 2004
Skills
Contract Management, Process Scheduler, Contract Negotiation, Microsoft Excel, Customer Service, Budgets, Contractors, Construction Management, Renovation, Blueprint Reading, Construction, Residential Homes, Property Management, Real Estate, Project Management, Sales, Team Building, Restoration, Negotiation, Microsoft Word, People Skills, Office Administration, Human Resources, Payroll, Accounts Payable, Marketing Event Planning, Vendor Relationships, Communication Skills, Employee Management, Financial Analysis
Education
Brooks College 1991 — 1995
Business Management
David Salsone's Morgan Stanley Experience June 2012 - August 2012
Job Business Ops at Cleanly
Industry Internet
Experience
Uber Technologies 2014 - 2015
Morgan Stanley June 2012 - August 2012
William Blair and Company May 2011 - August 2011
US Navy 2003 - 2009
Skills
Leadership, Strategy, Public Speaking, Military Experience, Microsoft Office, Security Clearance, DoD, Economics, Analysis, Troubleshooting, Navy, Start-ups, Mergers & Acquisitions, Capital IQ, Deal Logic, Factset, IntraLinks, Merrill Data Site
Education
Brown University 2009 — 2013
B.A., Economics
Uber Technologies 2014 - 2015
Morgan Stanley June 2012 - August 2012
William Blair and Company May 2011 - August 2011
US Navy 2003 - 2009
Skills
Leadership, Strategy, Public Speaking, Military Experience, Microsoft Office, Security Clearance, DoD, Economics, Analysis, Troubleshooting, Navy, Start-ups, Mergers & Acquisitions, Capital IQ, Deal Logic, Factset, IntraLinks, Merrill Data Site
Education
Brown University 2009 — 2013
B.A., Economics
Daniel Flanagan Daniel Flanagan's Morgan Stanley Experience 2002 - 2009
Job Regional Retirement Specialist Sales Representative, Principal Financial Group Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group December 2012 - Present
Morgan Keegan March 2009 - December 2012
Morgan Stanley 2002 - 2009
NCR Corporation 2002 - 2002
WebTone Technologies 2001 - 2001
Mosaic Software 2000 - 2001
NCR Corporation 1997 - 2000
Anthem Electronics 1993 - 1997
Amtel Technologies 1991 - 1993
Skills
Investments, Retirement Planning, Mutual Funds, Investment Advisory, Retirement, Securities, 401k, Solution Selling, Financial Planning, Asset Management, Insurance, Customer Relations, Portfolio Management, New Business Development, Mortgage, Equities, Annuities, Alternative Investments, Fixed Income, Consultative Selling, Financial Advisory, Investment Strategies
Education
Florida State University - College of Business 1988 — 1991
BS, Finance
Broward Community College 1986 — 1988
Associate of Arts, Business
Principal Financial Group December 2012 - Present
Morgan Keegan March 2009 - December 2012
Morgan Stanley 2002 - 2009
NCR Corporation 2002 - 2002
WebTone Technologies 2001 - 2001
Mosaic Software 2000 - 2001
NCR Corporation 1997 - 2000
Anthem Electronics 1993 - 1997
Amtel Technologies 1991 - 1993
Skills
Investments, Retirement Planning, Mutual Funds, Investment Advisory, Retirement, Securities, 401k, Solution Selling, Financial Planning, Asset Management, Insurance, Customer Relations, Portfolio Management, New Business Development, Mortgage, Equities, Annuities, Alternative Investments, Fixed Income, Consultative Selling, Financial Advisory, Investment Strategies
Education
Florida State University - College of Business 1988 — 1991
BS, Finance
Broward Community College 1986 — 1988
Associate of Arts, Business
Kimberly Cannon's Morgan Stanley Experience August 2013 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Green & Cohen, P.C. February 2012 - July 2013
Standard Chartered Bank December 2010 - May 2011
EFG Capital Services LLC May 2010 - December 2010
Law Preview July 2009 - August 2009
Bressler, Amery May 2009 - July 2009
Sesame Workshop May 2007 - August 2007
Skills
Corporate Law, Legal Research, Legal Writing, Litigation, Securities, Arbitration, Hedge Funds, Securities Regulation, Trials, Research, Editing, Civil Litigation, Courts, Motions, Intellectual Property
Education
Brooklyn Law School 2009 — 2011
Juris Doctor, Business Law
New England School of Law 2008 — 2009
Juris Doctor
Bucknell University 2004 — 2008
Bachelor of Arts, Political Science and Sociology
Morgan Stanley August 2013 - Present
Green & Cohen, P.C. February 2012 - July 2013
Standard Chartered Bank December 2010 - May 2011
EFG Capital Services LLC May 2010 - December 2010
Law Preview July 2009 - August 2009
Bressler, Amery May 2009 - July 2009
Sesame Workshop May 2007 - August 2007
Skills
Corporate Law, Legal Research, Legal Writing, Litigation, Securities, Arbitration, Hedge Funds, Securities Regulation, Trials, Research, Editing, Civil Litigation, Courts, Motions, Intellectual Property
Education
Brooklyn Law School 2009 — 2011
Juris Doctor, Business Law
New England School of Law 2008 — 2009
Juris Doctor
Bucknell University 2004 — 2008
Bachelor of Arts, Political Science and Sociology
Stephanie Baleotis, SRA's Morgan Stanley Experience 2006 - 2007
Job MBA
Industry Financial Services
Experience
Sunshine Values LLC 2014 - Present
State Farm 2013 - 2014
Opus Capital Markets Consultants 2011 - 2012
BankUnited 2010 - 2011
BNY Mellon Wealth Management 2008 - 2010
Morgan Stanley 2006 - 2007
Sunshine Appraisals, Inc. 1995 - 2006
American Savings Bank 1993 - 1995
Robert Thomas Associates 1988 - 1993
Skills
Real Estate, Loans, Investment Properties, REO, Appraisals, Valuation, Short Sales, Residential Homes, Due Diligence, Loss Mitigation, Refinance, Commercial Real Estate, Mortgage Lending, Foreclosures, Loan Origination, FHA
Education
Florida Atlantic University 2009 — 2014
Master of Business Administration (MBA), 4.0
Broward Community College 2008 — 2009
AS Degree, Accounting Technology
Broward Community College
AA, Business Administration
Florida Atlantic University
BBA, Finance
Sunshine Values LLC 2014 - Present
State Farm 2013 - 2014
Opus Capital Markets Consultants 2011 - 2012
BankUnited 2010 - 2011
BNY Mellon Wealth Management 2008 - 2010
Morgan Stanley 2006 - 2007
Sunshine Appraisals, Inc. 1995 - 2006
American Savings Bank 1993 - 1995
Robert Thomas Associates 1988 - 1993
Skills
Real Estate, Loans, Investment Properties, REO, Appraisals, Valuation, Short Sales, Residential Homes, Due Diligence, Loss Mitigation, Refinance, Commercial Real Estate, Mortgage Lending, Foreclosures, Loan Origination, FHA
Education
Florida Atlantic University 2009 — 2014
Master of Business Administration (MBA), 4.0
Broward Community College 2008 — 2009
AS Degree, Accounting Technology
Broward Community College
AA, Business Administration
Florida Atlantic University
BBA, Finance
Sean Heywood Sean Heywood's Morgan Stanley Experience July 2000 - July 2001
Job Strategic Partnerships, Messenger at Facebook
Industry Internet
Experience
Facebook March 2014 - Present
Polish My Pics November 2013 - Present
Google March 2011 - June 2012
MR the Barbershop May 2004 - April 2010
Astro Gaming, Inc. January 2009 - May 2009
McKinsey & Company September 2002 - May 2004
Morgan Stanley July 2000 - July 2001
Skills
Mergers, Financial Modeling, Venture Capital, Growth Strategies, Analytics, Business Development, Valuation, Strategy, Business Modeling, Competitive Analysis, Corporate Finance, Strategic Consulting, Entrepreneurship, Financial Analysis, Due Diligence, Start-ups, Business Strategy, Investment Banking
Education
Stanford University Graduate School of Business 2004 — 2006
MBA, General Management
Brown University 1996 — 2000
BA, Business Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
General Course, Finance & Accounting
The Hotchkiss School 1992 — 1996
Facebook March 2014 - Present
Polish My Pics November 2013 - Present
Google March 2011 - June 2012
MR the Barbershop May 2004 - April 2010
Astro Gaming, Inc. January 2009 - May 2009
McKinsey & Company September 2002 - May 2004
Morgan Stanley July 2000 - July 2001
Skills
Mergers, Financial Modeling, Venture Capital, Growth Strategies, Analytics, Business Development, Valuation, Strategy, Business Modeling, Competitive Analysis, Corporate Finance, Strategic Consulting, Entrepreneurship, Financial Analysis, Due Diligence, Start-ups, Business Strategy, Investment Banking
Education
Stanford University Graduate School of Business 2004 — 2006
MBA, General Management
Brown University 1996 — 2000
BA, Business Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
General Course, Finance & Accounting
The Hotchkiss School 1992 — 1996
Alejo Thiriez Alejo Thiriez's Morgan Stanley Experience June 2006 - July 2010
Job Co Founder at LENDSUM
Industry Financial Services
Experience
LENDSUM August 2013 - Present
BLiNQ Media February 2012 - December 2012
Morgan Stanley June 2006 - July 2010
MIT - Laboratory for Manufacturing and Productivity January 2005 - May 2006
Marcelo Penna Yacht Design June 2002 - August 2002
Skills
Analytics, Derivatives, Portfolio Management, Strategy, Mergers, Business Development, Online Advertising, Facebook Marketing, Product Development, Business Strategy, Mergers & Acquisitions, Finance, Leadership, Trading, Advertising, Business Planning, Financial Modeling, Management
Education
INSEAD 2010 — 2011
MBA, Business, Dean's List (top 10%)
Massachusetts Institute of Technology 2004 — 2006
Masters of Science, Mechanical Engineering - Design & Manufacturing, 5.00/5.00
Brown University 2000 — 2004
Bachelor of Science, Mechanical Engineering, 3.96/4.00
LENDSUM August 2013 - Present
BLiNQ Media February 2012 - December 2012
Morgan Stanley June 2006 - July 2010
MIT - Laboratory for Manufacturing and Productivity January 2005 - May 2006
Marcelo Penna Yacht Design June 2002 - August 2002
Skills
Analytics, Derivatives, Portfolio Management, Strategy, Mergers, Business Development, Online Advertising, Facebook Marketing, Product Development, Business Strategy, Mergers & Acquisitions, Finance, Leadership, Trading, Advertising, Business Planning, Financial Modeling, Management
Education
INSEAD 2010 — 2011
MBA, Business, Dean's List (top 10%)
Massachusetts Institute of Technology 2004 — 2006
Masters of Science, Mechanical Engineering - Design & Manufacturing, 5.00/5.00
Brown University 2000 — 2004
Bachelor of Science, Mechanical Engineering, 3.96/4.00
Samantha Favis Samantha Favis's Morgan Stanley Experience August 2012 - June 2013
Job Financial Services Professional
Industry Investment Management
Experience
First Republic Private Wealth Management September 2015 - Present
Constellation Wealth Advisors July 2013 - September 2015
Morgan Stanley August 2012 - June 2013
Morgan Stanley June 2010 - August 2012
Morgan Stanley June 2009 - August 2009
Skills
Capital Markets, Fixed Income, Bloomberg
Education
Brown University 2006 — 2010
B.A., Commerce, Organizations, and Entrepreneurship: Business Economics
Lake Highland Preparatory School
First Republic Private Wealth Management September 2015 - Present
Constellation Wealth Advisors July 2013 - September 2015
Morgan Stanley August 2012 - June 2013
Morgan Stanley June 2010 - August 2012
Morgan Stanley June 2009 - August 2009
Skills
Capital Markets, Fixed Income, Bloomberg
Education
Brown University 2006 — 2010
B.A., Commerce, Organizations, and Entrepreneurship: Business Economics
Lake Highland Preparatory School
Tiffany Chang's Morgan Stanley Experience June 2014 - August 2014
Job Summer Analyst at Two Sigma Investments LLC
Industry Financial Services
Experience
Two Sigma Investments LLC June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
California Institute of Technology June 2013 - August 2013
Kumon April 2012 - August 2012
Stony Brook University March 2011 - December 2011
Skills
Research, Matlab, Stata, Creative Writing, Technical Writing, Functional Programming, Java, Microsoft Office, Drawing, Data Analysis, OCaml, Racket, Scala, Bloomberg, Object Oriented Design, Writing, Poetry, Painting, Violin, Python
Education
Brown University 2012 — 2016
Bachelor of Science (B.Sc.), Applied Mathematics - Economics
Ward Melville High School 2010 — 2012
Valedictorian
Two Sigma Investments LLC June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
California Institute of Technology June 2013 - August 2013
Kumon April 2012 - August 2012
Stony Brook University March 2011 - December 2011
Skills
Research, Matlab, Stata, Creative Writing, Technical Writing, Functional Programming, Java, Microsoft Office, Drawing, Data Analysis, OCaml, Racket, Scala, Bloomberg, Object Oriented Design, Writing, Poetry, Painting, Violin, Python
Education
Brown University 2012 — 2016
Bachelor of Science (B.Sc.), Applied Mathematics - Economics
Ward Melville High School 2010 — 2012
Valedictorian
Nicholas Donias's Morgan Stanley Experience June 2011 - August 2011
Job Software Engineer
Industry Computer Software
Experience
Lover.ly March 2015 - August 2015
Goldman Sachs July 2013 - December 2014
Fulbright Program February 2013 - July 2013
Goldman Sachs June 2012 - August 2012
Obama for America February 2012 - May 2012
Morgan Stanley June 2011 - August 2011
Brown University -- Dept of Neuroscience September 2009 - December 2010
Brown University -- Office of Residential Life June 2010 - August 2010
Crossroads4Kids May 2009 - September 2009
The Coca-Cola Company September 2008 - May 2009
Skills
Community Outreach, Research, Teaching, Microsoft Office, Analysis, SPSS, Marketing, Spanish, Statistics, PowerPoint, Data Analysis, Financial Modeling, HTML5, CSS, Ruby on Rails, Ruby, JavaScript, jQuery, Git, SQL, Web Development, Public Speaking, Microsoft Excel, Social Media, Editing, Nonprofits, Bootstrap, Github, JavaScript Libraries, Sinatra, SASS, Higher Education, User Experience, Python
Education
Columbia University - School of International and Public Affairs 2015 — 2017
Brown University 2008 — 2012
Sc.B., Neuroscience
Lover.ly March 2015 - August 2015
Goldman Sachs July 2013 - December 2014
Fulbright Program February 2013 - July 2013
Goldman Sachs June 2012 - August 2012
Obama for America February 2012 - May 2012
Morgan Stanley June 2011 - August 2011
Brown University -- Dept of Neuroscience September 2009 - December 2010
Brown University -- Office of Residential Life June 2010 - August 2010
Crossroads4Kids May 2009 - September 2009
The Coca-Cola Company September 2008 - May 2009
Skills
Community Outreach, Research, Teaching, Microsoft Office, Analysis, SPSS, Marketing, Spanish, Statistics, PowerPoint, Data Analysis, Financial Modeling, HTML5, CSS, Ruby on Rails, Ruby, JavaScript, jQuery, Git, SQL, Web Development, Public Speaking, Microsoft Excel, Social Media, Editing, Nonprofits, Bootstrap, Github, JavaScript Libraries, Sinatra, SASS, Higher Education, User Experience, Python
Education
Columbia University - School of International and Public Affairs 2015 — 2017
Brown University 2008 — 2012
Sc.B., Neuroscience
Victoria Green Victoria Green's Morgan Stanley Experience 2002 - 2003
Job Social Media Marketing Specialist at Food For The Poor
Industry Public Relations and Communications
Experience
Food For The Poor April 2013 - Present
Sunflower Creative Arts August 2010 - April 2013
Palm Beach State College 2005 - 2006
Palm Beach State College 2004 - 2005
Morgan Stanley 2002 - 2003
Morgan Stanley 2001 - 2002
Morgan Stanley 2000 - 2001
The Nature Conservancy 1999 - 2000
The Nature Conservancy 1997 - 1999
Observer Publications, Inc. 1996 - 1997
Skills
Public Relations, Editing, Social Media, Fundraising, Social Media Marketing, Media Relations, Copywriting, Press Releases, Strategic Communications, Copy Editing, Newsletters, Feature Articles, Grant Writing, Blogging, Event Planning, Nonprofits, Facebook, Research, Publicity, Event Management, Corporate Communications, Journalism, Community Development, Social Media Strategist
Education
Brown University 1991 — 1995
BA, English
Food For The Poor April 2013 - Present
Sunflower Creative Arts August 2010 - April 2013
Palm Beach State College 2005 - 2006
Palm Beach State College 2004 - 2005
Morgan Stanley 2002 - 2003
Morgan Stanley 2001 - 2002
Morgan Stanley 2000 - 2001
The Nature Conservancy 1999 - 2000
The Nature Conservancy 1997 - 1999
Observer Publications, Inc. 1996 - 1997
Skills
Public Relations, Editing, Social Media, Fundraising, Social Media Marketing, Media Relations, Copywriting, Press Releases, Strategic Communications, Copy Editing, Newsletters, Feature Articles, Grant Writing, Blogging, Event Planning, Nonprofits, Facebook, Research, Publicity, Event Management, Corporate Communications, Journalism, Community Development, Social Media Strategist
Education
Brown University 1991 — 1995
BA, English
Helen Henriques's Morgan Stanley Experience April 2014 - Present
Job Registerd Client Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley Private Wealth Management April 2014 - Present
Wells Financial Advisors December 2011 - April 2014
Polaris Real Estate Group December 2008 - December 2011
HSBC Bank July 2010 - April 2011
Toyota Tsusho America September 2004 - December 2008
Skills
Sales, Management, SAP, Business Planning, Training, Logistics, Negotiation, Microsoft Excel, Purchasing, Marketing, Customer Service, Strategy, Spanish, Retail
Education
Broward College
Associate of Arts (AA), International Business
Broward Community College
A.A.D, International Business and Management
Morgan Stanley April 2014 - Present
Morgan Stanley Private Wealth Management April 2014 - Present
Wells Financial Advisors December 2011 - April 2014
Polaris Real Estate Group December 2008 - December 2011
HSBC Bank July 2010 - April 2011
Toyota Tsusho America September 2004 - December 2008
Skills
Sales, Management, SAP, Business Planning, Training, Logistics, Negotiation, Microsoft Excel, Purchasing, Marketing, Customer Service, Strategy, Spanish, Retail
Education
Broward College
Associate of Arts (AA), International Business
Broward Community College
A.A.D, International Business and Management
Marija Dabovic Marija Dabovic's Morgan Stanley Experience August 2015 - Present
Job Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
The Brooklyn Bar Association Volunteer Lawyers Project March 2015 - May 2015
Office of the Attorney General of the State of New York August 2014 - November 2014
NYS Department of Financial Services May 2014 - August 2014
MetLife January 2014 - May 2014
Hon. Rachel A. Adams September 2013 - December 2013
U.S. Securities and Exchange Commission May 2013 - August 2013
ValueLine Inc. March 2011 - June 2012
Parchem Trading, Ltd June 2009 - March 2011
Kafko, Kaminsky, & Kaufman June 2008 - June 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Analysis, Inventory Management, Customer Service, Market Research, Financial Reporting, Analysis, Accounting, Account Reconciliation, Research, Legal Research, Legal Writing, Management
Education
Brooklyn Law School 2012 — 2015
Doctor of Law (J.D.)
Iona College: Graduate School of Business New 2009 — 2010
Masters, Business Administrations in Finance
Iona College: School of Arts and Science New 2005 — 2009
Certificate, Risk Management & Business Continuity
Morgan Stanley August 2015 - Present
The Brooklyn Bar Association Volunteer Lawyers Project March 2015 - May 2015
Office of the Attorney General of the State of New York August 2014 - November 2014
NYS Department of Financial Services May 2014 - August 2014
MetLife January 2014 - May 2014
Hon. Rachel A. Adams September 2013 - December 2013
U.S. Securities and Exchange Commission May 2013 - August 2013
ValueLine Inc. March 2011 - June 2012
Parchem Trading, Ltd June 2009 - March 2011
Kafko, Kaminsky, & Kaufman June 2008 - June 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Analysis, Inventory Management, Customer Service, Market Research, Financial Reporting, Analysis, Accounting, Account Reconciliation, Research, Legal Research, Legal Writing, Management
Education
Brooklyn Law School 2012 — 2015
Doctor of Law (J.D.)
Iona College: Graduate School of Business New 2009 — 2010
Masters, Business Administrations in Finance
Iona College: School of Arts and Science New 2005 — 2009
Certificate, Risk Management & Business Continuity
Edward Mahaney-Walter, CFA, CAIA, CIPM, PRM Edward Mahaney-Walter, CFA, CAIA, CIPM, PRM's Morgan Stanley Experience December 2007 - January 2009
Job Associate at Skadden Arps
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2013 - Present
Mooring Financial Corporation January 2009 - August 2010
Morgan Stanley December 2007 - January 2009
Morgan Stanley July 2005 - December 2007
Mooring Financial Corporation June 2004 - August 2004
Center For Talented Youth (Johns Hopkins University) June 2001 - August 2003
Skills
Financial Modeling, Capital Markets, Corporate Finance, Fixed Income, Financial Analysis, Economics, Hedge Funds, Asset Management, Banking, Equity Research, Private Equity, Financial Services, Asset Managment, Due Diligence, Real Estate, Valuation, Project Management, Corporate Law, Accounting, Bankruptcy, Equity Capital Markets, Debt & Equity Financing, Debt Restructuring, Distressed Debt, Securities Regulation, Securities Offerings, Securitization, Asset-backed..., Commercial Real Estate, CMBS, Secured Financing
Education
University of Pennsylvania - The Wharton School 2011 — 2013
M.B.A., Management, Finance, Marketing, & Operations
University of Pennsylvania Law School 2010 — 2013
J.D.
Brown University 2001 — 2005
A.B., International Relations, Economics
Thomas Jefferson High School for Science and Technology 1997 — 2001
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2013 - Present
Mooring Financial Corporation January 2009 - August 2010
Morgan Stanley December 2007 - January 2009
Morgan Stanley July 2005 - December 2007
Mooring Financial Corporation June 2004 - August 2004
Center For Talented Youth (Johns Hopkins University) June 2001 - August 2003
Skills
Financial Modeling, Capital Markets, Corporate Finance, Fixed Income, Financial Analysis, Economics, Hedge Funds, Asset Management, Banking, Equity Research, Private Equity, Financial Services, Asset Managment, Due Diligence, Real Estate, Valuation, Project Management, Corporate Law, Accounting, Bankruptcy, Equity Capital Markets, Debt & Equity Financing, Debt Restructuring, Distressed Debt, Securities Regulation, Securities Offerings, Securitization, Asset-backed..., Commercial Real Estate, CMBS, Secured Financing
Education
University of Pennsylvania - The Wharton School 2011 — 2013
M.B.A., Management, Finance, Marketing, & Operations
University of Pennsylvania Law School 2010 — 2013
J.D.
Brown University 2001 — 2005
A.B., International Relations, Economics
Thomas Jefferson High School for Science and Technology 1997 — 2001
Lance Carlton Lance Carlton's Morgan Stanley Experience 2008 - March 2011
Job Director at TD Securities (USA) LLC
Industry Legal Services
Experience
TD Securities (USA) LLC November 2012 - Present
Scotiabank May 2011 - November 2012
Morgan Stanley 2008 - March 2011
Deutsche Bank 2007 - 2008
Cravath, Swaine & Moore LLP 2006 - 2007
OCM 2004 - 2006
Skills
Prime Brokerage, ISDA, Hedge Funds, Capital Markets, Securities, Compliance, Derivatives, Due Diligence, Equity Derivatives, Credit Derivatives, Corporate Finance, Structured Finance, Asset Management, Options, Swaps, Commodity, Fixed Income, Corporate Law, Equities, Risk Management
Education
Brooklyn Law School 1999 — 2002
New York University
Bachelor of Fine Arts
TD Securities (USA) LLC November 2012 - Present
Scotiabank May 2011 - November 2012
Morgan Stanley 2008 - March 2011
Deutsche Bank 2007 - 2008
Cravath, Swaine & Moore LLP 2006 - 2007
OCM 2004 - 2006
Skills
Prime Brokerage, ISDA, Hedge Funds, Capital Markets, Securities, Compliance, Derivatives, Due Diligence, Equity Derivatives, Credit Derivatives, Corporate Finance, Structured Finance, Asset Management, Options, Swaps, Commodity, Fixed Income, Corporate Law, Equities, Risk Management
Education
Brooklyn Law School 1999 — 2002
New York University
Bachelor of Fine Arts
Tzvee Zahavy's Morgan Stanley Experience April 1999 - May 2001
Job Vice President and Project Manager Global Market Risk IT Corporate and Investment Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Chase September 2014 - Present
FlexTrade Systems Inc. August 2009 - September 2014
York Capital Management June 2008 - August 2009
UBS Wealth Management May 2007 - June 2008
Federal Reserve Bank of New York March 2007 - May 2007
Cantor Fitzgerald eSpeed October 2005 - March 2007
SunGard 2001 - 2005
Morgan Stanley April 1999 - May 2001
Prudential Financial 1998 - 1999
Jewish Communications Network 1996 - 1998
Skills
Analysis, SAS, JavaScript, Business Requirements, JSP, COBOL, Functional..., ASP, Software Development..., Training, Manuals, White Papers, Distance Learning, Trading Systems, Equities, SQL, SDLC, Perl, Databases, Electronic Trading, Data Center, Investment Banking, Hedge Funds, Software Development, Unix, Project Management, Trading, Securities, Market Data, Financial Services, Asset Management, FX Options, Equity Trading, Options, Order Management, Financial Markets, Equity Derivatives, Derivatives, Sybase, Fixed Income, Quantitative Finance
Education
Brown University 1973 — 1976
PhD
Yeshiva University 1970 — 1973
MS
Yeshiva University 1966 — 1970
BA, Mathematics
J.P. Morgan Chase September 2014 - Present
FlexTrade Systems Inc. August 2009 - September 2014
York Capital Management June 2008 - August 2009
UBS Wealth Management May 2007 - June 2008
Federal Reserve Bank of New York March 2007 - May 2007
Cantor Fitzgerald eSpeed October 2005 - March 2007
SunGard 2001 - 2005
Morgan Stanley April 1999 - May 2001
Prudential Financial 1998 - 1999
Jewish Communications Network 1996 - 1998
Skills
Analysis, SAS, JavaScript, Business Requirements, JSP, COBOL, Functional..., ASP, Software Development..., Training, Manuals, White Papers, Distance Learning, Trading Systems, Equities, SQL, SDLC, Perl, Databases, Electronic Trading, Data Center, Investment Banking, Hedge Funds, Software Development, Unix, Project Management, Trading, Securities, Market Data, Financial Services, Asset Management, FX Options, Equity Trading, Options, Order Management, Financial Markets, Equity Derivatives, Derivatives, Sybase, Fixed Income, Quantitative Finance
Education
Brown University 1973 — 1976
PhD
Yeshiva University 1970 — 1973
MS
Yeshiva University 1966 — 1970
BA, Mathematics
Asha Pandya Asha Pandya's Morgan Stanley Experience February 2015 - May 2015
Job J.D.
Industry Law Practice
Experience
Morgan Stanley February 2015 - May 2015
Financial Industry Regulatory Authority (FINRA) May 2014 - December 2014
Conway& Conway Securities Law January 2014 - May 2014
FAA June 2013 - November 2013
US Embassy London January 2010 - August 2010
Education
Brooklyn Law School 2012 — 2015
Northeastern University 2007 — 2011
Bachelor of Arts (BA), International Relations and Affairs; Journalism; Middle East Studies
Morgan Stanley February 2015 - May 2015
Financial Industry Regulatory Authority (FINRA) May 2014 - December 2014
Conway& Conway Securities Law January 2014 - May 2014
FAA June 2013 - November 2013
US Embassy London January 2010 - August 2010
Education
Brooklyn Law School 2012 — 2015
Northeastern University 2007 — 2011
Bachelor of Arts (BA), International Relations and Affairs; Journalism; Middle East Studies
Joshua Spoor Joshua Spoor's Morgan Stanley Experience January 2013 - September 2013
Job OPM Support Specialist
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
Rose Associates October 2013 - March 2014
JSpoor Tutoring September 2008 - October 2013
Morgan Stanley January 2013 - September 2013
HTDonline.com - A Service of Hartfield, Titus & Donnelly LLC. December 2011 - February 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Helping Clients Succeed, Bloomberg, Finance, Accounting, Analysis, Budgets, Asset Management, Financial Analysis, Public Speaking, Sales, Marketing
Education
Rowan University 2011 — 2013
Bachelor's degree, Finance and Financial Management Services
Brookdale Community College 2009 — 2011
Associate's degree, Business/Managerial Economics
JPMorgan Chase March 2014 - Present
Rose Associates October 2013 - March 2014
JSpoor Tutoring September 2008 - October 2013
Morgan Stanley January 2013 - September 2013
HTDonline.com - A Service of Hartfield, Titus & Donnelly LLC. December 2011 - February 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Helping Clients Succeed, Bloomberg, Finance, Accounting, Analysis, Budgets, Asset Management, Financial Analysis, Public Speaking, Sales, Marketing
Education
Rowan University 2011 — 2013
Bachelor's degree, Finance and Financial Management Services
Brookdale Community College 2009 — 2011
Associate's degree, Business/Managerial Economics
Dalila C. Castillo, Esq., CAMS Dalila C. Castillo, Esq., CAMS's Morgan Stanley Experience August 2014 - Present
Job Manager, Legal & Compliance Division at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley August 2014 - Present
American Express August 2013 - July 2014
Burgher Gray Haile & Jaffe LLP September 2012 - August 2013
Goldstein Hall PLLC January 2012 - April 2012
Tarter Krinsky & Drogin LLP March 2011 - April 2012
Tarter Krinsky & Drogin LLP June 2011 - September 2011
Enterprise Community Partners January 2011 - May 2011
NYC Dept. of Housing Preservation and Development August 2010 - December 2010
Brooklyn Law School May 2010 - August 2010
Skills
Legal Writing, Corporate Law, Due Diligence, Securities, Securities Regulation, Mergers & Acquisitions, Real Estate Transactions, Real Estate, Negotiation, Corporate Governance, AML, Legal Research, Legal Advice, Management, Anti Money Laundering, Westlaw
Education
Brooklyn Law School
Juris Doctorate
Fordham University
Bachelor of Science, Business Economics, Business Law
Università di Bologna
Brooklyn Law School Summer Study Abroad Program
Morgan Stanley August 2014 - Present
American Express August 2013 - July 2014
Burgher Gray Haile & Jaffe LLP September 2012 - August 2013
Goldstein Hall PLLC January 2012 - April 2012
Tarter Krinsky & Drogin LLP March 2011 - April 2012
Tarter Krinsky & Drogin LLP June 2011 - September 2011
Enterprise Community Partners January 2011 - May 2011
NYC Dept. of Housing Preservation and Development August 2010 - December 2010
Brooklyn Law School May 2010 - August 2010
Skills
Legal Writing, Corporate Law, Due Diligence, Securities, Securities Regulation, Mergers & Acquisitions, Real Estate Transactions, Real Estate, Negotiation, Corporate Governance, AML, Legal Research, Legal Advice, Management, Anti Money Laundering, Westlaw
Education
Brooklyn Law School
Juris Doctorate
Fordham University
Bachelor of Science, Business Economics, Business Law
Università di Bologna
Brooklyn Law School Summer Study Abroad Program
Alex Popescu Alex Popescu's Morgan Stanley Experience January 2006 - August 2006
Job Counsel at Fortress Investment Group
Industry Investment Management
Experience
Fortress Investment Group June 2008 - Present
Promontory Financial Group, LLC November 2007 - June 2008
NYSE Euronext September 2006 - December 2006
Morgan Stanley January 2006 - August 2006
Freshfields Bruckhaus Deringer June 2005 - August 2005
Skills
Private Equity, Hedge Funds, Securities Regulation, Alternative Investments, Asset Management, FINRA, Private Placements, Legal Compliance, Investment Management, Securities, Compliance, Broker-Dealer Compliance, CFTC, Investment Advisers Act, AML, Bloomberg, Finance, Fixed Income, Investment Banking, Joint Ventures
Education
Brooklyn Law School 2004 — 2007
J.D.
Columbia University in the City of New York 2000 — 2004
B.A., Economics, History
Fortress Investment Group June 2008 - Present
Promontory Financial Group, LLC November 2007 - June 2008
NYSE Euronext September 2006 - December 2006
Morgan Stanley January 2006 - August 2006
Freshfields Bruckhaus Deringer June 2005 - August 2005
Skills
Private Equity, Hedge Funds, Securities Regulation, Alternative Investments, Asset Management, FINRA, Private Placements, Legal Compliance, Investment Management, Securities, Compliance, Broker-Dealer Compliance, CFTC, Investment Advisers Act, AML, Bloomberg, Finance, Fixed Income, Investment Banking, Joint Ventures
Education
Brooklyn Law School 2004 — 2007
J.D.
Columbia University in the City of New York 2000 — 2004
B.A., Economics, History
Peter Wagner Peter Wagner's Morgan Stanley Experience 2006 - December 2012
Job Managing Partner at Affinity Resource Group
Industry Capital Markets
Experience
Affinity Resource Group July 2012 - Present
Morgan Stanley 2006 - December 2012
Lehman Brothers May 1996 - May 2006
TUDOR INVESTMENT CORPORATION March 1995 - April 1996
EJV 1992 - 1994
Skills
Trading Systems, Credit Derivatives, Market Risk, Credit Risk, Offshore Outsourcing, Fixed Income, Derivatives, Electronic Trading, Prime Brokerage, Equity Derivatives, Interest Rate..., Market Data, Investment Banking, Swaps, Capital Markets, Equities, Structured Products, Low Latency, Hedge Funds, FX Options, Sybase, Financial Services, Financial Risk, Securities, Trading, Quantitative Finance, Quantitative Investing
Education
Brown University
Masters of Science, Computer Science
Middlebury College
BA, Math/Economics
Wellesley High School
Affinity Resource Group July 2012 - Present
Morgan Stanley 2006 - December 2012
Lehman Brothers May 1996 - May 2006
TUDOR INVESTMENT CORPORATION March 1995 - April 1996
EJV 1992 - 1994
Skills
Trading Systems, Credit Derivatives, Market Risk, Credit Risk, Offshore Outsourcing, Fixed Income, Derivatives, Electronic Trading, Prime Brokerage, Equity Derivatives, Interest Rate..., Market Data, Investment Banking, Swaps, Capital Markets, Equities, Structured Products, Low Latency, Hedge Funds, FX Options, Sybase, Financial Services, Financial Risk, Securities, Trading, Quantitative Finance, Quantitative Investing
Education
Brown University
Masters of Science, Computer Science
Middlebury College
BA, Math/Economics
Wellesley High School
Adam Scharf Adam Scharf's Morgan Stanley Experience October 2003 - January 2007
Job Principal, General Counsel, Chief Compliance Officer JOS Advantage, LLC
Industry Investment Management
Experience
JOS Advantage, LLC February 2009 - April 2015
Stern Keiser & Panken, LLP January 2007 - January 2009
Morgan Stanley October 2003 - January 2007
Wade Clark Mulcahy 2002 - 2003
Skills
Securities, Hedge Funds, Financial Services, Legal Compliance, Regulatory Compliance, Securities Regulation, Investments, Investment Strategies, Securities Exchange Act..., 1940 Act, Trading, Electronic Trading, Equity Trading, Futures Trading, Stock Trading, Proprietary Trading, Trading Strategies, Financial Futures, Financial Risk..., Due Diligence
Education
Brooklyn Law School 1999 — 2002
Doctor of Law (JD)
Bucknell University 1995 — 1999
JOS Advantage, LLC February 2009 - April 2015
Stern Keiser & Panken, LLP January 2007 - January 2009
Morgan Stanley October 2003 - January 2007
Wade Clark Mulcahy 2002 - 2003
Skills
Securities, Hedge Funds, Financial Services, Legal Compliance, Regulatory Compliance, Securities Regulation, Investments, Investment Strategies, Securities Exchange Act..., 1940 Act, Trading, Electronic Trading, Equity Trading, Futures Trading, Stock Trading, Proprietary Trading, Trading Strategies, Financial Futures, Financial Risk..., Due Diligence
Education
Brooklyn Law School 1999 — 2002
Doctor of Law (JD)
Bucknell University 1995 — 1999
Michael Yules Michael Yules's Morgan Stanley Experience January 2014 - Present
Job Global Capital Markets Analyst
Industry Investment Banking
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley June 2013 - August 2013
Inex Advisors June 2012 - August 2012
Skills
Capital Markets, Equities, Investment Banking, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Mergers & Acquisitions, Business Strategy, Portfolio Management, Fixed Income, Bloomberg, Corporate Finance
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Moses Brown School 2006 — 2010
High School Diploma
Morgan Stanley January 2014 - Present
Morgan Stanley June 2013 - August 2013
Inex Advisors June 2012 - August 2012
Skills
Capital Markets, Equities, Investment Banking, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Mergers & Acquisitions, Business Strategy, Portfolio Management, Fixed Income, Bloomberg, Corporate Finance
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Moses Brown School 2006 — 2010
High School Diploma
Jerry Grazioli Jerry Grazioli's Morgan Stanley Experience June 2013 - August 2013
Job Student at Brooklyn Law School
Industry Venture Capital & Private Equity
Experience
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Facebook, Strategic Planning, Customer Service, Research, Leadership, Sales, Social Networking, Market Research, Social Media Marketing, Microsoft Word
Education
Brooklyn Law School 2015 — 2018
1L
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Finance and Entrepreneurship
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Facebook, Strategic Planning, Customer Service, Research, Leadership, Sales, Social Networking, Market Research, Social Media Marketing, Microsoft Word
Education
Brooklyn Law School 2015 — 2018
1L
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Finance and Entrepreneurship
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
James A. Matos James A. Matos's Morgan Stanley Experience April 2008 - Present
Job Senior Portfolio Manager at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley April 2008 - Present
Morgan Stanley February 2007 - February 2008
Education
Broward College 1992 — 1994
Electrical Engineering
Morgan Stanley April 2008 - Present
Morgan Stanley February 2007 - February 2008
Education
Broward College 1992 — 1994
Electrical Engineering
Meghan Robson's Morgan Stanley Experience October 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Skills
Capital Markets, Investment Banking, Credit, Fixed Income, Valuation, Financial Modeling, Municipal Bonds, Corporate Finance, Equities
Education
Columbia University - Columbia Business School 2014 — 2016
EMBA
Brown University 2000 — 2004
Bachelor of Arts (B.A.), Economics and Political Science
Morgan Stanley October 2014 - Present
Skills
Capital Markets, Investment Banking, Credit, Fixed Income, Valuation, Financial Modeling, Municipal Bonds, Corporate Finance, Equities
Education
Columbia University - Columbia Business School 2014 — 2016
EMBA
Brown University 2000 — 2004
Bachelor of Arts (B.A.), Economics and Political Science
Karim Faris Karim Faris's Morgan Stanley Experience May 1998 - September 1998
Job General Partner at Google Ventures
Industry Venture Capital & Private Equity
Experience
Google Ventures December 2009 - Present
Google July 2008 - April 2010
Atlas Venture July 2002 - January 2007
Level 3 Communications June 1999 - June 2002
Morgan Stanley May 1998 - September 1998
Generation Partners May 1997 - September 1997
Intel Corporation May 1994 - May 1997
Siemens / BMW January 1994 - April 1994
Skills
Venture Capital, Entrepreneurship, Product Management, Corporate Development, Mergers, Finance, Start-ups, Strategic Partnerships, Mobile Devices, SaaS, Strategy, Angel Investing, Business Development, Business Strategy, Product Marketing, Mobile Applications, Cloud Computing, E-commerce, Business Modeling, Private Equity, Product Development, Enterprise Software, Competitive Analysis, Due Diligence
Education
Harvard Business School 1997 — 1999
MBA
University of Michigan 1992 — 1994
M.S.
Brown University 1989 — 1992
Sc.B.
Google Ventures December 2009 - Present
Google July 2008 - April 2010
Atlas Venture July 2002 - January 2007
Level 3 Communications June 1999 - June 2002
Morgan Stanley May 1998 - September 1998
Generation Partners May 1997 - September 1997
Intel Corporation May 1994 - May 1997
Siemens / BMW January 1994 - April 1994
Skills
Venture Capital, Entrepreneurship, Product Management, Corporate Development, Mergers, Finance, Start-ups, Strategic Partnerships, Mobile Devices, SaaS, Strategy, Angel Investing, Business Development, Business Strategy, Product Marketing, Mobile Applications, Cloud Computing, E-commerce, Business Modeling, Private Equity, Product Development, Enterprise Software, Competitive Analysis, Due Diligence
Education
Harvard Business School 1997 — 1999
MBA
University of Michigan 1992 — 1994
M.S.
Brown University 1989 — 1992
Sc.B.
Adam Bzura Adam Bzura's Morgan Stanley Experience June 2007 - August 2007
Job Director of Procurement
Industry Chemicals
Experience
Old Bridge Chemicals, Inc. July 2010 - Present
Morgan Stanley June 2007 - August 2007
Bloomberg June 2004 - December 2005
Lehman Brothers June 2005 - August 2005
Skills
Bloomberg, Analysis, Strategy, Contract Negotiation, Commodity, Finance, Management, Negotiation, Marketing Strategy, Valuation
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Finance
Brooklyn Law School 2003 — 2006
JD, Business Law - Bankruptcy, Securities Reg., Corporate Law
University of Michigan 1999 — 2003
BGS, Economics and Sociology
Old Bridge Chemicals, Inc. July 2010 - Present
Morgan Stanley June 2007 - August 2007
Bloomberg June 2004 - December 2005
Lehman Brothers June 2005 - August 2005
Skills
Bloomberg, Analysis, Strategy, Contract Negotiation, Commodity, Finance, Management, Negotiation, Marketing Strategy, Valuation
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Finance
Brooklyn Law School 2003 — 2006
JD, Business Law - Bankruptcy, Securities Reg., Corporate Law
University of Michigan 1999 — 2003
BGS, Economics and Sociology
Shari Braunstein Shari Braunstein's Morgan Stanley Experience March 2011 - March 2011
Job Administrative Assistant at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank February 2013 - Present
UBS Investment Bank March 2012 - August 2012
Morgan Stanley March 2011 - March 2011
Elliot Associates October 2010 - October 2010
Barclays Capital July 2009 - August 2010
BGC Partners/Cantor Fitzgerald October 2008 - February 2009
Citigroup Global Markets, Inc May 2005 - May 2008
Quintum Technologies February 2004 - May 2005
Sleep Innovations February 2002 - November 2002
Alphion Corporation December 2000 - November 2001
Skills
Administrative Support, Calendars, Fax, Microsoft Office, Word, Supplies, Expenses, Excel, SAP, Roadshows, Microsoft Excel, Administrative..., Microsoft Word, Answering Phones, Heavy Phones, Concur, General Administrative..., EventPortal, Radar, Logistics, multi tasker, Organization Skills, Accounts Payable, Customer Service, Human Resources, Management, Outlook, QuickBooks, Spreadsheets, Telephone Skills, Time Management, Administration, Administrative...
Education
Brookdale Community College 2003 — 2005
Associate; Applied Science Degree, Paralegal Studies
Standard Chartered Bank February 2013 - Present
UBS Investment Bank March 2012 - August 2012
Morgan Stanley March 2011 - March 2011
Elliot Associates October 2010 - October 2010
Barclays Capital July 2009 - August 2010
BGC Partners/Cantor Fitzgerald October 2008 - February 2009
Citigroup Global Markets, Inc May 2005 - May 2008
Quintum Technologies February 2004 - May 2005
Sleep Innovations February 2002 - November 2002
Alphion Corporation December 2000 - November 2001
Skills
Administrative Support, Calendars, Fax, Microsoft Office, Word, Supplies, Expenses, Excel, SAP, Roadshows, Microsoft Excel, Administrative..., Microsoft Word, Answering Phones, Heavy Phones, Concur, General Administrative..., EventPortal, Radar, Logistics, multi tasker, Organization Skills, Accounts Payable, Customer Service, Human Resources, Management, Outlook, QuickBooks, Spreadsheets, Telephone Skills, Time Management, Administration, Administrative...
Education
Brookdale Community College 2003 — 2005
Associate; Applied Science Degree, Paralegal Studies
Sunny Youn Sunny Youn's Morgan Stanley Experience October 2002 - January 2004
Job Digital Media Analytics Director
Industry Marketing and Advertising
Experience
comScore, Inc. October 2011 - June 2012
Digitaltrends.com 2008 - September 2011
GENPACT (Subsidiary of GE, formerly Empower Research) October 2006 - July 2008
Avalon Venture October 2001 - June 2006
Morgan Stanley October 2002 - January 2004
International Long Distance Telecommunications Corp (IDT Corp) January 2001 - October 2001
Cambridge Technology Partners (acquired by Novell) May 2000 - October 2000
Alcatel-Lucent September 1998 - May 2000
AT&T September 1995 - September 1998
Goldman Sachs August 1991 - July 1993
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA, Finance, Technology
Brown University
BA, Economics/ Applied Mathematics
General Assembly 2013 — 2013
Certificate, Digital Marketing
General Assembly
Ongoing coursework, Software Product Management & Development, Social Media ROI and Mobile Marketing Strategies
Columbia Luxury Retail
comScore, Inc. October 2011 - June 2012
Digitaltrends.com 2008 - September 2011
GENPACT (Subsidiary of GE, formerly Empower Research) October 2006 - July 2008
Avalon Venture October 2001 - June 2006
Morgan Stanley October 2002 - January 2004
International Long Distance Telecommunications Corp (IDT Corp) January 2001 - October 2001
Cambridge Technology Partners (acquired by Novell) May 2000 - October 2000
Alcatel-Lucent September 1998 - May 2000
AT&T September 1995 - September 1998
Goldman Sachs August 1991 - July 1993
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA, Finance, Technology
Brown University
BA, Economics/ Applied Mathematics
General Assembly 2013 — 2013
Certificate, Digital Marketing
General Assembly
Ongoing coursework, Software Product Management & Development, Social Media ROI and Mobile Marketing Strategies
Columbia Luxury Retail
Cynthia Ferencz Cynthia Ferencz's Morgan Stanley Experience February 2006 - Present
Job Attorney
Industry Financial Services
Experience
Morgan Stanley February 2006 - Present
Westchester County District Attorney September 2002 - January 2006
Queens District Attorney's Office September 1998 - September 2002
Education
Brooklyn Law School 1996 — 1998
Doctor of Law (J.D.)
The Ohio State University Moritz College of Law 1995 — 1996
Doctor of Law (J.D.)
Morgan Stanley February 2006 - Present
Westchester County District Attorney September 2002 - January 2006
Queens District Attorney's Office September 1998 - September 2002
Education
Brooklyn Law School 1996 — 1998
Doctor of Law (J.D.)
The Ohio State University Moritz College of Law 1995 — 1996
Doctor of Law (J.D.)
Aditi Chawla Schretzman's Morgan Stanley Experience June 2006 - August 2006
Job Attorney at Golenbock Eiseman Assor Bell & Peskoe LLP
Industry Law Practice
Experience
Golenbock Eiseman Assor Bell & Peskoe LLP February 2012 - Present
Proskauer Rose LLP September 2008 - February 2012
Morgan Stanley June 2006 - August 2006
White & Case July 2003 - June 2005
Skills
Securities Regulation, Corporate Law, Mergers & Acquisitions, Legal Research, Litigation, Intellectual Property, Legal Writing, Civil Litigation
Education
Brooklyn Law School 2005 — 2008
JD
Tufts University 1999 — 2003
Bachelor of Arts, International Relations and Economics
Friends Academy 1995 — 1999
Golenbock Eiseman Assor Bell & Peskoe LLP February 2012 - Present
Proskauer Rose LLP September 2008 - February 2012
Morgan Stanley June 2006 - August 2006
White & Case July 2003 - June 2005
Skills
Securities Regulation, Corporate Law, Mergers & Acquisitions, Legal Research, Litigation, Intellectual Property, Legal Writing, Civil Litigation
Education
Brooklyn Law School 2005 — 2008
JD
Tufts University 1999 — 2003
Bachelor of Arts, International Relations and Economics
Friends Academy 1995 — 1999
Aneel Bhusri Aneel Bhusri's Morgan Stanley Experience 1988 - 1991
Job Workday
Industry Computer Software
Experience
Intel Corporation June 2014 - Present
Workday March 2005 - Present
Greylock April 1999 - Present
Data Domain July 2007 - July 2009
PeopleSoft August 1993 - April 1999
Morgan Stanley 1988 - 1991
Skills
SaaS, Enterprise Software, Product Management, Start-ups, Venture Capital, Cloud Computing, New Business Development, Product Marketing, Entrepreneurship, Business Strategy, Strategic Partnerships, Product Development, Metadata, Strategy
Education
Stanford University 1991 — 1993
MBA
Brown University 1984 — 1988
B.S., Electrical Engineering
Pittsford Mendon High School 1981 — 1984
Intel Corporation June 2014 - Present
Workday March 2005 - Present
Greylock April 1999 - Present
Data Domain July 2007 - July 2009
PeopleSoft August 1993 - April 1999
Morgan Stanley 1988 - 1991
Skills
SaaS, Enterprise Software, Product Management, Start-ups, Venture Capital, Cloud Computing, New Business Development, Product Marketing, Entrepreneurship, Business Strategy, Strategic Partnerships, Product Development, Metadata, Strategy
Education
Stanford University 1991 — 1993
MBA
Brown University 1984 — 1988
B.S., Electrical Engineering
Pittsford Mendon High School 1981 — 1984
Colby Lubman's Morgan Stanley Experience June 2013 - August 2013
Job FX Sales Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank July 2014 - Present
Rhode Island Treasury October 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Skills
Market Research, Portfolio Management, FX Options
Education
Brown University 2010 — 2014
Business, Entrepreneurship, and Organizations: Business Economics
Barclays Investment Bank July 2014 - Present
Rhode Island Treasury October 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Skills
Market Research, Portfolio Management, FX Options
Education
Brown University 2010 — 2014
Business, Entrepreneurship, and Organizations: Business Economics
Sarah Grimm Sarah Grimm's Morgan Stanley Experience April 2012 - September 2012
Job Associate at Morgan, Lewis & Bockius LLP
Industry Law Practice
Experience
Morgan, Lewis & Bockius LLP October 2010 - Present
Morgan Stanley April 2012 - September 2012
Pace University September 2009 - September 2010
United States District Court for the Eastern District of New York January 2009 - April 2009
Morgan, Lewis & Bockius LLP May 2008 - August 2008
Kings County District Attorneys Office May 2007 - August 2007
Skills
Legal Research, Legal Writing, Securities Regulation, Corporate Law
Education
Brooklyn Law School 2006 — 2009
J.D.
Vanderbilt University 2002 — 2006
B.A., History
Morgan, Lewis & Bockius LLP October 2010 - Present
Morgan Stanley April 2012 - September 2012
Pace University September 2009 - September 2010
United States District Court for the Eastern District of New York January 2009 - April 2009
Morgan, Lewis & Bockius LLP May 2008 - August 2008
Kings County District Attorneys Office May 2007 - August 2007
Skills
Legal Research, Legal Writing, Securities Regulation, Corporate Law
Education
Brooklyn Law School 2006 — 2009
J.D.
Vanderbilt University 2002 — 2006
B.A., History
Luke Glass's Morgan Stanley Experience March 2015 - July 2015
Job Finance
Industry Financial Services
Experience
Morgan Stanley March 2015 - July 2015
CliqueFund LP August 2014 - December 2014
Skills
Equity Trading, Wealth Management..., Equities, Trading, Securities, Investments, Fixed Income, Wealth Management, Asset Management, Finance
Education
Drew University 2012 — 2013
American Government and Politics (United States)
Brookdale Community College 2011 — 2012
History
Rumson-Fair Haven Regional Highschool 2006 — 2010
Morgan Stanley March 2015 - July 2015
CliqueFund LP August 2014 - December 2014
Skills
Equity Trading, Wealth Management..., Equities, Trading, Securities, Investments, Fixed Income, Wealth Management, Asset Management, Finance
Education
Drew University 2012 — 2013
American Government and Politics (United States)
Brookdale Community College 2011 — 2012
History
Rumson-Fair Haven Regional Highschool 2006 — 2010
David Popowitz's Morgan Stanley Experience July 1993 - April 1996
Job Bringing in awesome technology and talent to GoDaddy's thru partnerships and acquisitions
Industry Internet
Experience
VoiceBase January 2011 - January 2012
RingCentral January 2011 - June 2011
Credit Suisse July 1998 - January 2009
Credit Suisse First Boston July 1998 - December 2008
Credit Suisse First Boston Technology Group July 1998 - December 2008
Deustche Morgan Grenfell Technology Group April 1996 - July 1998
Morgan Stanley July 1993 - April 1996
Morgan Stanley July 1989 - June 1991
Skills
Negotiation, Financial Management, Team Building, Corporate Development, Mergers, Valuation, Venture Capital, Private Equity, Business Strategy, Corporate Finance, SaaS, Investments, Financial Modeling, Investment Banking, Equities, LBO, Due Diligence, Capital Markets, IPO, Banking, M&A experience, Private Placements, Financial Markets, Start-ups, Deal Structuring
Education
Harvard Business School 1991 — 1993
MBA
Brown University 1985 — 1989
BA
Brooks School 1981 — 1985
High School degree
VoiceBase January 2011 - January 2012
RingCentral January 2011 - June 2011
Credit Suisse July 1998 - January 2009
Credit Suisse First Boston July 1998 - December 2008
Credit Suisse First Boston Technology Group July 1998 - December 2008
Deustche Morgan Grenfell Technology Group April 1996 - July 1998
Morgan Stanley July 1993 - April 1996
Morgan Stanley July 1989 - June 1991
Skills
Negotiation, Financial Management, Team Building, Corporate Development, Mergers, Valuation, Venture Capital, Private Equity, Business Strategy, Corporate Finance, SaaS, Investments, Financial Modeling, Investment Banking, Equities, LBO, Due Diligence, Capital Markets, IPO, Banking, M&A experience, Private Placements, Financial Markets, Start-ups, Deal Structuring
Education
Harvard Business School 1991 — 1993
MBA
Brown University 1985 — 1989
BA
Brooks School 1981 — 1985
High School degree
Brook Conner's Morgan Stanley Experience May 2006 - July 2014
Job
Industry Computer Software
Experience
The Estée Lauder Companies Inc. November 2014 - Present
Morgan Stanley May 2006 - July 2014
Bloomberg LP November 2003 - May 2006
New York University January 2001 - December 2003
Novix Media January 2000 - December 2000
Sony November 1996 - January 2000
Brown University 1994 - 1996
Skills
Information Security, Start-ups, Enterprise Architecture, Distributed Systems, Trading Systems, IT Strategy, IT Management, Security, Perl, Software Development, Unix, Information Security..., SDLC, Business Strategy, Python, Java, Business Analysis, Equities, IT Audit, Business Continuity, Risk Management, Governance, New Business Development, Venture Capital, Vendor Management, Security Management, Penetration Testing, CISM, Infrastructure Security, Security Patch..., Financial Services, Financial Markets, Security Audits, Security Automation, Mac OS, iOS, Mobile Technology, Cloud Security, Fraud, Project Management, Program Management, Business, Management, Change Management, Leading Change, Leading Edge..., Big Data, Mobile, Web Commerce, Banking
Education
Brown University 1987 — 1996
MS
St Albans School 1982 — 1987
The Estée Lauder Companies Inc. November 2014 - Present
Morgan Stanley May 2006 - July 2014
Bloomberg LP November 2003 - May 2006
New York University January 2001 - December 2003
Novix Media January 2000 - December 2000
Sony November 1996 - January 2000
Brown University 1994 - 1996
Skills
Information Security, Start-ups, Enterprise Architecture, Distributed Systems, Trading Systems, IT Strategy, IT Management, Security, Perl, Software Development, Unix, Information Security..., SDLC, Business Strategy, Python, Java, Business Analysis, Equities, IT Audit, Business Continuity, Risk Management, Governance, New Business Development, Venture Capital, Vendor Management, Security Management, Penetration Testing, CISM, Infrastructure Security, Security Patch..., Financial Services, Financial Markets, Security Audits, Security Automation, Mac OS, iOS, Mobile Technology, Cloud Security, Fraud, Project Management, Program Management, Business, Management, Change Management, Leading Change, Leading Edge..., Big Data, Mobile, Web Commerce, Banking
Education
Brown University 1987 — 1996
MS
St Albans School 1982 — 1987
Monika Jhaveri's Morgan Stanley Experience July 2002 - July 2005
Job
Industry Financial Services
Experience
American Express March 2012 - Present
American Express July 2010 - February 2012
Acumen Fund May 2009 - August 2009
World Economic Forum August 2007 - August 2008
Morgan Stanley July 2002 - July 2005
Skills
Business Strategy, Strategic Planning, Marketing Strategy, Partner Management, Relationship Management, Strategic Communications, Strategic Partnerships, Project Management, Cross-functional Team..., New Business Development, Program Management, Customer Experience, Market Research, Social Media, Change Management, Entrepreneurship, Public-private..., Customer Engagement, Capital Markets, Organizational Design, Business Transformation, Sales Strategy, Portfolio Management, Investment Banking, Account Planning, Social Enterprise, Microfinance, International..., Business Operations, Competitive Analysis, Employee Engagement, Recruiting, Growth Strategies, Corporate Social...
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
London School of Economics and Political Science 2005 — 2006
MSc with Distinction
Brown University
Bachelors of Arts
American Express March 2012 - Present
American Express July 2010 - February 2012
Acumen Fund May 2009 - August 2009
World Economic Forum August 2007 - August 2008
Morgan Stanley July 2002 - July 2005
Skills
Business Strategy, Strategic Planning, Marketing Strategy, Partner Management, Relationship Management, Strategic Communications, Strategic Partnerships, Project Management, Cross-functional Team..., New Business Development, Program Management, Customer Experience, Market Research, Social Media, Change Management, Entrepreneurship, Public-private..., Customer Engagement, Capital Markets, Organizational Design, Business Transformation, Sales Strategy, Portfolio Management, Investment Banking, Account Planning, Social Enterprise, Microfinance, International..., Business Operations, Competitive Analysis, Employee Engagement, Recruiting, Growth Strategies, Corporate Social...
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
London School of Economics and Political Science 2005 — 2006
MSc with Distinction
Brown University
Bachelors of Arts
Daniel Kessler's Morgan Stanley Experience July 2010 - January 2012
Job Information Security Manager at Rebar Systems
Industry Computer Software
Experience
Rebar Systems, LLC August 2015 - Present
MacMaven Consulting, LLC January 2012 - Present
Bank of America August 2012 - February 2013
Morgan Stanley July 2010 - January 2012
Morgan Stanley Smith Barney April 2005 - July 2010
JPMorgan Chase & Co. September 2004 - January 2005
World Bank May 2003 - July 2004
Education
Brown University
BA
Duke University
MS
Rebar Systems, LLC August 2015 - Present
MacMaven Consulting, LLC January 2012 - Present
Bank of America August 2012 - February 2013
Morgan Stanley July 2010 - January 2012
Morgan Stanley Smith Barney April 2005 - July 2010
JPMorgan Chase & Co. September 2004 - January 2005
World Bank May 2003 - July 2004
Education
Brown University
BA
Duke University
MS
Chris Busselle's Morgan Stanley Experience 1998 - 2001
Job
Industry Internet
Experience
Google June 2012 - Present
Polaris (formerly Polaris Project) 2013 - 2015
Polaris (formerly Polaris Project) 2013 - 2015
Family Office February 2010 - September 2010
Google.org March 2007 - January 2010
Paul Hastings 2005 - 2007
Morgan Stanley 1998 - 2001
Education
University of California, Berkeley - School of Law 2002 — 2005
JD
Brown University 1994 — 1998
BA
Google June 2012 - Present
Polaris (formerly Polaris Project) 2013 - 2015
Polaris (formerly Polaris Project) 2013 - 2015
Family Office February 2010 - September 2010
Google.org March 2007 - January 2010
Paul Hastings 2005 - 2007
Morgan Stanley 1998 - 2001
Education
University of California, Berkeley - School of Law 2002 — 2005
JD
Brown University 1994 — 1998
BA
David Rosen's Morgan Stanley Experience August 2012 - Present
Job Executive Director Director of CEFs, ETPs and UITs
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
Morgan Stanley June 2009 - July 2012
Smith Barney February 2007 - June 2009
Smith Barney September 2006 - February 2007
Skills
Series 7, Series 24, Wealth Management, Alternative Investments, Equities, Asset Management
Education
Brooklyn Law School 2003 — 2006
Juris Doctor
The George Washington University 1998 — 2002
Bachelor of Arts
Morgan Stanley August 2012 - Present
Morgan Stanley June 2009 - July 2012
Smith Barney February 2007 - June 2009
Smith Barney September 2006 - February 2007
Skills
Series 7, Series 24, Wealth Management, Alternative Investments, Equities, Asset Management
Education
Brooklyn Law School 2003 — 2006
Juris Doctor
The George Washington University 1998 — 2002
Bachelor of Arts
Steve Kemper's Morgan Stanley Experience July 1986 - August 1987
Job Consulting Partner at PwC Specializing in the Retail & Consumer Industry
Industry Management Consulting
Experience
PwC August 2011 - Present
PRTM December 2000 - December 2011
PRTM Management Consultants June 1994 - April 1999
P&G November 1987 - August 1992
Morgan Stanley July 1986 - August 1987
Skills
Supply Chain Management, Acquisition Integration, Management Consulting, Mergers & Acquisitions, Consulting, Product Development, Business Transformation, Supply Chain, Program Management, Management, Strategy, Business Process..., Telecommunications, Project Management, Business Strategy, Consumer Products
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1994
Master of Business Administration (MBA), Business
Brown University 1982 — 1986
Bachelor of Science (B.S.), Engineering
East Woods School
East Woods School
PwC August 2011 - Present
PRTM December 2000 - December 2011
PRTM Management Consultants June 1994 - April 1999
P&G November 1987 - August 1992
Morgan Stanley July 1986 - August 1987
Skills
Supply Chain Management, Acquisition Integration, Management Consulting, Mergers & Acquisitions, Consulting, Product Development, Business Transformation, Supply Chain, Program Management, Management, Strategy, Business Process..., Telecommunications, Project Management, Business Strategy, Consumer Products
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1994
Master of Business Administration (MBA), Business
Brown University 1982 — 1986
Bachelor of Science (B.S.), Engineering
East Woods School
East Woods School
Dawn Siskey's Morgan Stanley Experience March 2008 - April 2009
Job Policy and Procedure Technical Writing Supervisor at Stonegate Mortgage Corporation (NYSE: SGM)
Industry Financial Services
Experience
Stonegate Mortgage Corporation (NYSE: SGM) March 2014 - Present
BankUnited June 2013 - March 2014
Bank of America July 2010 - May 2013
North Star Lending April 2009 - July 2010
Morgan Stanley March 2008 - April 2009
American Brokers Conduit 2006 - 2007
Washington Mutual 2001 - 2006
SunTrust Mortgage 1999 - 2001
Great Western Bank 1994 - 1996
Skills
Mortgage Lending, Operations Management, Project Management, Quality Auditing, Due Diligence, Team Management, Residential Mortgages, Training, Process Improvement, Analysis, FHA, Loan Origination, Management, Loan Servicing, Risk Management, Banking, Credit, Call Centers, Mortgage Banking, Loans
Education
Broward Community College
Stonegate Mortgage Corporation (NYSE: SGM) March 2014 - Present
BankUnited June 2013 - March 2014
Bank of America July 2010 - May 2013
North Star Lending April 2009 - July 2010
Morgan Stanley March 2008 - April 2009
American Brokers Conduit 2006 - 2007
Washington Mutual 2001 - 2006
SunTrust Mortgage 1999 - 2001
Great Western Bank 1994 - 1996
Skills
Mortgage Lending, Operations Management, Project Management, Quality Auditing, Due Diligence, Team Management, Residential Mortgages, Training, Process Improvement, Analysis, FHA, Loan Origination, Management, Loan Servicing, Risk Management, Banking, Credit, Call Centers, Mortgage Banking, Loans
Education
Broward Community College
Sharon Leahy's Morgan Stanley Experience 2004 - 2006
Job Internal Audit Manager, Weststar Mortgage Corporation
Industry Financial Services
Experience
Weststar Mortgage Corporation March 2012 - Present
AmericaHomeKey, Inc December 2007 - April 2012
Bear Stearns, EMC Mortgage October 2006 - November 2007
Morgan Stanley 2004 - 2006
Skills
Loans, Financial Risk, Mortgage Lending, Credit, Loan Servicing, Auditing, Internal Audit, Credit Risk, Mortgage Banking, Management, Banking, Financial Services, Accounting, Finance
Education
Brookhaven Community College 1986 — 1988
Weststar Mortgage Corporation March 2012 - Present
AmericaHomeKey, Inc December 2007 - April 2012
Bear Stearns, EMC Mortgage October 2006 - November 2007
Morgan Stanley 2004 - 2006
Skills
Loans, Financial Risk, Mortgage Lending, Credit, Loan Servicing, Auditing, Internal Audit, Credit Risk, Mortgage Banking, Management, Banking, Financial Services, Accounting, Finance
Education
Brookhaven Community College 1986 — 1988
Charles Day's Morgan Stanley Experience October 2006 - September 2014
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS September 2014 - Present
Morgan Stanley October 2006 - September 2014
Smith Barney Citigroup October 1996 - October 2006
Education
University of Pennsylvania - The Wharton School 2007 — 2007
CIMA
Brooklyn Law School 1988 — 1991
J.D., Law
Carleton College 1979 — 1983
BA, Economics
UBS September 2014 - Present
Morgan Stanley October 2006 - September 2014
Smith Barney Citigroup October 1996 - October 2006
Education
University of Pennsylvania - The Wharton School 2007 — 2007
CIMA
Brooklyn Law School 1988 — 1991
J.D., Law
Carleton College 1979 — 1983
BA, Economics
Jason K. Brown's Morgan Stanley Experience 1991 - 1994
Job Vice President and Group Counsel at American Express Company
Industry Law Practice
Experience
American Express Company March 2004 - Present
McDermott Will and Emery 2000 - 2004
Kelley Drye & Warren LLP 1997 - 2000
Morgan Stanley 1991 - 1994
Education
University of Delaware 1987 — 1991
BA, Political Science, Criminal Justice
Brooklyn Law School
American Express Company March 2004 - Present
McDermott Will and Emery 2000 - 2004
Kelley Drye & Warren LLP 1997 - 2000
Morgan Stanley 1991 - 1994
Education
University of Delaware 1987 — 1991
BA, Political Science, Criminal Justice
Brooklyn Law School
Jason K. Brown's Morgan Stanley Experience 1991 - 1994
Job Vice President & Senior Counsel at American Express Company
Industry Law Practice
Experience
American Express Company March 2004 - Present
McDermott Will and Emery 2000 - 2004
Kelley Drye & Warren LLP 1997 - 2000
Morgan Stanley 1991 - 1994
Education
Brooklyn Law School 1994 — 1997
JD, Law
University of Delaware 1987 — 1991
American Express Company March 2004 - Present
McDermott Will and Emery 2000 - 2004
Kelley Drye & Warren LLP 1997 - 2000
Morgan Stanley 1991 - 1994
Education
Brooklyn Law School 1994 — 1997
JD, Law
University of Delaware 1987 — 1991
Tanya Wolfram's Morgan Stanley Experience 2009 - 2012
Job Strategic Planning | Relationship Management | Community Development
Industry Banking
Experience
Latino Community Credit Union July 2013 - August 2015
Morgan Stanley 2009 - 2012
Mustard Seed School 2009 - 2012
Cherokee Investment Partners October 2004 - August 2008
Reinvestment Partners 2002 - 2004
Skills
Due Diligence, Financial Analysis, Banking, Private Equity, Valuation, Real Estate Development, Community Development, Philanthropy, Community Outreach, Public Policy, Real Estate Financing, Affordable Housing, Policy Analysis
Education
Duke University
MPP
Brown University
AB
Queens University of Charlotte
Master of Arts in Teaching
Latino Community Credit Union July 2013 - August 2015
Morgan Stanley 2009 - 2012
Mustard Seed School 2009 - 2012
Cherokee Investment Partners October 2004 - August 2008
Reinvestment Partners 2002 - 2004
Skills
Due Diligence, Financial Analysis, Banking, Private Equity, Valuation, Real Estate Development, Community Development, Philanthropy, Community Outreach, Public Policy, Real Estate Financing, Affordable Housing, Policy Analysis
Education
Duke University
MPP
Brown University
AB
Queens University of Charlotte
Master of Arts in Teaching
David Spring's Morgan Stanley Experience February 2005 - March 2007
Job Managing Director Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2007 - Present
Morgan Stanley February 2005 - March 2007
Citigroup Global Corporate and Investment Bank May 2003 - February 2005
New York Stock Exchange June 2001 - February 2003
U.S. Department of Justice January 2000 - May 2001
Kings County District Attorneys Office November 1994 - December 1999
Skills
Securities
Education
Brooklyn Law School 1987 — 1994
Bank of America Merrill Lynch April 2007 - Present
Morgan Stanley February 2005 - March 2007
Citigroup Global Corporate and Investment Bank May 2003 - February 2005
New York Stock Exchange June 2001 - February 2003
U.S. Department of Justice January 2000 - May 2001
Kings County District Attorneys Office November 1994 - December 1999
Skills
Securities
Education
Brooklyn Law School 1987 — 1994
Daniel Heiss's Morgan Stanley Experience 2004 - 2005
Job Vice President (SA 2) at Bank of America
Industry Financial Services
Experience
Bank of America August 2013 - Present
FINRA June 2006 - August 2013
Morgan Stanley 2004 - 2005
New York Office of the Attorney General 2003 - 2003
Skills
Securities, Securities Regulation, FINRA, Broker-Dealer, Due Diligence, Compliance, AML, Derivatives, Financial Markets, Fixed Income, Hedge Funds
Education
Brooklyn Law School 2002 — 2005
JD, Law
University of Michigan 1996 — 2000
AB, Political Science
Bank of America August 2013 - Present
FINRA June 2006 - August 2013
Morgan Stanley 2004 - 2005
New York Office of the Attorney General 2003 - 2003
Skills
Securities, Securities Regulation, FINRA, Broker-Dealer, Due Diligence, Compliance, AML, Derivatives, Financial Markets, Fixed Income, Hedge Funds
Education
Brooklyn Law School 2002 — 2005
JD, Law
University of Michigan 1996 — 2000
AB, Political Science
Andrew M. Upton's Morgan Stanley Experience June 2009 - January 2012
Job Head of Employee Relations & HR Legal, Americas at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank April 2012 - Present
Morgan Stanley June 2009 - January 2012
Citi November 1996 - June 2009
Prudential Financial November 1992 - November 1996
Skills
Employment Law, Employee Relations, Human Resources, Contract Negotiation, Negotiation, Leadership, Talent Management, Management, Corporate Law, Organizational..., Arbitration, Mediation, Change Management, Mergers & Acquisitions, Risk Management, Management Development, Legal Writing, Policy, Due Diligence, Securities, Legal Compliance, Dispute Resolution, Corporate Governance, Legal Advice, Litigation, Financial Services
Education
Brooklyn Law School
JD, Law
City University of New York
BS, Economics
New York University
MA, Education
Standard Chartered Bank April 2012 - Present
Morgan Stanley June 2009 - January 2012
Citi November 1996 - June 2009
Prudential Financial November 1992 - November 1996
Skills
Employment Law, Employee Relations, Human Resources, Contract Negotiation, Negotiation, Leadership, Talent Management, Management, Corporate Law, Organizational..., Arbitration, Mediation, Change Management, Mergers & Acquisitions, Risk Management, Management Development, Legal Writing, Policy, Due Diligence, Securities, Legal Compliance, Dispute Resolution, Corporate Governance, Legal Advice, Litigation, Financial Services
Education
Brooklyn Law School
JD, Law
City University of New York
BS, Economics
New York University
MA, Education
Kenneth Barish's Morgan Stanley Experience April 2012 - April 2014
Job Regulatory Relationship Manager at HSBC
Industry Financial Services
Experience
HSBC September 2014 - Present
Morgan Stanley April 2012 - April 2014
Morgan Stanley September 2011 - June 2012
Credit Suisse August 2007 - February 2011
Citi Group Private Bank June 2001 - August 2007
Fried, Frank, Harris, Shriver & Jacobson, New York, NY 1999 - 2001
Bankers Trust 1995 - 1999
Skills
Financial Risk, Operational Risk..., Operational Risk, Risk Management, Banking, Private Banking, Wealth Management, Financial Services, Securities, Equities, Auditing, Capital Markets, Portfolio Management, Asset Management, Fixed Income, Hedge Funds, AML, Alternative Investments, Compliance, Regulatory Affairs
Education
Brooklyn Law School 1991 — 1994
JD
The George Washington University - School of Business 1985 — 1989
BA, Accounting
HSBC September 2014 - Present
Morgan Stanley April 2012 - April 2014
Morgan Stanley September 2011 - June 2012
Credit Suisse August 2007 - February 2011
Citi Group Private Bank June 2001 - August 2007
Fried, Frank, Harris, Shriver & Jacobson, New York, NY 1999 - 2001
Bankers Trust 1995 - 1999
Skills
Financial Risk, Operational Risk..., Operational Risk, Risk Management, Banking, Private Banking, Wealth Management, Financial Services, Securities, Equities, Auditing, Capital Markets, Portfolio Management, Asset Management, Fixed Income, Hedge Funds, AML, Alternative Investments, Compliance, Regulatory Affairs
Education
Brooklyn Law School 1991 — 1994
JD
The George Washington University - School of Business 1985 — 1989
BA, Accounting
Robert Velez's Morgan Stanley Experience February 2000 - September 2001
Job Registered Financial Services
Industry Financial Services
Experience
TradeKing April 2013 - Present
TradeKing September 2012 - Present
Kaplan University February 2009 - August 2012
Interbay Funding June 2006 - May 2008
HSBC March 2004 - June 2006
Aames Home Loan December 2001 - January 2004
Morgan Stanley February 2000 - September 2001
Skills
Account Management, Business Development, Credit, Credit Analysis, Customer Service, Employee Relations, Event Planning, FHA, Finance, Financial Services, Investments, Loans, Leadership, Management, Marketing, Mortgage Lending, New Business Development, Program Management, Sales, Selling, Team Building, Underwriting
Education
Broward Community College 2009 — 2011
Associates, Business
TradeKing April 2013 - Present
TradeKing September 2012 - Present
Kaplan University February 2009 - August 2012
Interbay Funding June 2006 - May 2008
HSBC March 2004 - June 2006
Aames Home Loan December 2001 - January 2004
Morgan Stanley February 2000 - September 2001
Skills
Account Management, Business Development, Credit, Credit Analysis, Customer Service, Employee Relations, Event Planning, FHA, Finance, Financial Services, Investments, Loans, Leadership, Management, Marketing, Mortgage Lending, New Business Development, Program Management, Sales, Selling, Team Building, Underwriting
Education
Broward Community College 2009 — 2011
Associates, Business
Victoria LaMura-Finnerty's Morgan Stanley Experience June 2005 - August 2006
Job CoFounder KALU Enterprises LLC
Industry Apparel & Fashion
Experience
KALU Enterprises LLC August 2012 - Present
JP Morgan May 2008 - April 2009
Bear Stearns September 2006 - May 2008
Morgan Stanley June 2005 - August 2006
New York Stock Exchange August 2001 - June 2005
Skills
Equities, Securities, Capital Markets, Hedge Funds, Derivatives, FINRA, Investment Banking, Private Equity, Trading, Asset Managment, Due Diligence, Trading Systems, Electronic Trading, Financial Markets, Financial Risk, Finance, Securities Regulation, Asset Management, Equity Trading, Investment Strategies, Bloomberg, Financial Services, Market Data, Mutual Funds, Structured Finance, Asset Allocation, Investments, Options
Education
Brooklyn Law School 1998 — 2001
JD, Securities Regulation
Clark University 1990 — 1994
Bachelor of Arts (BA), Philosophy
KALU Enterprises LLC August 2012 - Present
JP Morgan May 2008 - April 2009
Bear Stearns September 2006 - May 2008
Morgan Stanley June 2005 - August 2006
New York Stock Exchange August 2001 - June 2005
Skills
Equities, Securities, Capital Markets, Hedge Funds, Derivatives, FINRA, Investment Banking, Private Equity, Trading, Asset Managment, Due Diligence, Trading Systems, Electronic Trading, Financial Markets, Financial Risk, Finance, Securities Regulation, Asset Management, Equity Trading, Investment Strategies, Bloomberg, Financial Services, Market Data, Mutual Funds, Structured Finance, Asset Allocation, Investments, Options
Education
Brooklyn Law School 1998 — 2001
JD, Securities Regulation
Clark University 1990 — 1994
Bachelor of Arts (BA), Philosophy
Alex McNeil's Morgan Stanley Experience January 2004 - April 2005
Job Senior Compliance Associate at MetLife
Industry Financial Services
Experience
MetLife April 2005 - Present
Morgan Stanley January 2004 - April 2005
United States Securities and Exchange Commission August 2001 - January 2004
Education
Brooklyn Law School 1997 — 2001
MetLife April 2005 - Present
Morgan Stanley January 2004 - April 2005
United States Securities and Exchange Commission August 2001 - January 2004
Education
Brooklyn Law School 1997 — 2001
Sophia Luu's Morgan Stanley Experience August 2013 - January 2015
Job Brooklyn Law School Graduate J.D. 2012
Industry Legal Services
Experience
Liberty Mutual September 2015 - Present
New York State Supreme Court, Appellate Term, First Department January 2015 - Present
Morgan Stanley August 2013 - January 2015
NYS Division of Human Rights June 2011 - August 2011
Paul, Weiss, Rifking, Wharton & Garrison LLP 2007 - 2009
Education
Brooklyn Law School 2009 — 2012
Juris Doctor (J.D.)
Cornell University 2004 — 2007
BS, Industrial and Labor Relations
Stuyvesant High School
Liberty Mutual September 2015 - Present
New York State Supreme Court, Appellate Term, First Department January 2015 - Present
Morgan Stanley August 2013 - January 2015
NYS Division of Human Rights June 2011 - August 2011
Paul, Weiss, Rifking, Wharton & Garrison LLP 2007 - 2009
Education
Brooklyn Law School 2009 — 2012
Juris Doctor (J.D.)
Cornell University 2004 — 2007
BS, Industrial and Labor Relations
Stuyvesant High School
Patrick Condello's Morgan Stanley Experience December 1998 - July 2001
Job Head of AIS/Hedge Fund Valuations at BNY Mellon
Industry Banking
Experience
BNY Mellon July 2006 - Present
Legg Mason February 2006 - July 2006
Legg Mason January 2006 - July 2006
Alliance Berstein September 2001 - February 2006
Alliance Capital Management September 2001 - January 2006
Morgan Stanley December 1998 - July 2001
Morgan Stanley December 1998 - July 2001
Skills
Fixed Income, Derivatives, Hedge Funds, Bloomberg, Securities, Fund Administration, Alternative Investments, Fund Accounting, Equities, Asset Managment, Bonds, Corporate Actions, Valuation, Middle Office, Mutual Funds, Asset Management, Options, Swaps
Education
Brookdale Community College 1993 — 1995
Associates, Business
Brookdale CC
Business Administration; Management and Marketing
BNY Mellon July 2006 - Present
Legg Mason February 2006 - July 2006
Legg Mason January 2006 - July 2006
Alliance Berstein September 2001 - February 2006
Alliance Capital Management September 2001 - January 2006
Morgan Stanley December 1998 - July 2001
Morgan Stanley December 1998 - July 2001
Skills
Fixed Income, Derivatives, Hedge Funds, Bloomberg, Securities, Fund Administration, Alternative Investments, Fund Accounting, Equities, Asset Managment, Bonds, Corporate Actions, Valuation, Middle Office, Mutual Funds, Asset Management, Options, Swaps
Education
Brookdale Community College 1993 — 1995
Associates, Business
Brookdale CC
Business Administration; Management and Marketing
Jillian Eng's Morgan Stanley Experience July 2013 - Present
Job Executive Director, Legal and Compliance Division Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley July 2013 - Present
Linklaters August 2011 - June 2013
Sullivan & Cromwell LLP May 2006 - August 2011
Chadbourne & Parke LLP August 2004 - May 2006
Skills
International Law, Civil Litigation, Legal Writing, Corporate Law, Securities Regulation, Corporate Governance, Joint Ventures, Legal Research, Financial Regulation
Education
Brooklyn Law School
J.D.
State University of New York at Buffalo
B.S., Biology
Morgan Stanley July 2013 - Present
Linklaters August 2011 - June 2013
Sullivan & Cromwell LLP May 2006 - August 2011
Chadbourne & Parke LLP August 2004 - May 2006
Skills
International Law, Civil Litigation, Legal Writing, Corporate Law, Securities Regulation, Corporate Governance, Joint Ventures, Legal Research, Financial Regulation
Education
Brooklyn Law School
J.D.
State University of New York at Buffalo
B.S., Biology
Todd Corsair's Morgan Stanley Experience November 2013 - March 2015
Job Leveraged Credit Analyst
Industry Investment Management
Experience
Fosun Group 复星集团 July 2015 - Present
Morgan Stanley November 2013 - March 2015
UBS Securities August 2009 - November 2013
Bear Stearns February 2007 - August 2008
Bear Stearns August 2001 - February 2007
Bear Stearns April 1997 - August 1999
Skills
High Yield, Credit, Derivatives, Valuation, Financial Statement..., Strategic Analysis, Regulatory Analysis, Bonds, Fixed Income, Financial Modeling, Capital Markets, Equities
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance and Accounting
Brooklyn Law School 1992 — 1995
JD, Law
Emory University 1988 — 1992
BA, Economics
Woodmere Academy 1985 — 1988
High School
Fosun Group 复星集团 July 2015 - Present
Morgan Stanley November 2013 - March 2015
UBS Securities August 2009 - November 2013
Bear Stearns February 2007 - August 2008
Bear Stearns August 2001 - February 2007
Bear Stearns April 1997 - August 1999
Skills
High Yield, Credit, Derivatives, Valuation, Financial Statement..., Strategic Analysis, Regulatory Analysis, Bonds, Fixed Income, Financial Modeling, Capital Markets, Equities
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance and Accounting
Brooklyn Law School 1992 — 1995
JD, Law
Emory University 1988 — 1992
BA, Economics
Woodmere Academy 1985 — 1988
High School
Jennifer Cattier's Morgan Stanley Experience November 2011 - January 2013
Job General Counsel at Almanac Realty Investors
Industry Investment Management
Experience
Almanac Realty Investors September 2015 - Present
Deutsche Bank January 2013 - Present
Morgan Stanley November 2011 - January 2013
Morgan Stanley June 2009 - November 2011
Morgan Stanley December 2006 - June 2009
Morgan Stanley February 2003 - December 2006
Morgan Stanley April 2000 - February 2003
Sullivan & Cromwell LLP September 1997 - April 2000
Skills
Real Estate Private..., Private Equity, Alternative Investments, M&A experience, Compliance, Securities Law, Registered Investment..., Fund Of Funds, Hedge Funds, Financial Advisory, Investment Advisory, Capital Markets, Mergers, Asset Management, Due Diligence, Corporate Finance, Securities, Joint Ventures, Venture Capital, Corporate Governance, Investment Banking, Private Placements, Real Estate, Corporate Law, Deal Structuring
Education
Brooklyn Law School 1994 — 1997
JD, Law
Trinity College-Hartford 1988 — 1992
bs, biochemistry
south catholic high school
Almanac Realty Investors September 2015 - Present
Deutsche Bank January 2013 - Present
Morgan Stanley November 2011 - January 2013
Morgan Stanley June 2009 - November 2011
Morgan Stanley December 2006 - June 2009
Morgan Stanley February 2003 - December 2006
Morgan Stanley April 2000 - February 2003
Sullivan & Cromwell LLP September 1997 - April 2000
Skills
Real Estate Private..., Private Equity, Alternative Investments, M&A experience, Compliance, Securities Law, Registered Investment..., Fund Of Funds, Hedge Funds, Financial Advisory, Investment Advisory, Capital Markets, Mergers, Asset Management, Due Diligence, Corporate Finance, Securities, Joint Ventures, Venture Capital, Corporate Governance, Investment Banking, Private Placements, Real Estate, Corporate Law, Deal Structuring
Education
Brooklyn Law School 1994 — 1997
JD, Law
Trinity College-Hartford 1988 — 1992
bs, biochemistry
south catholic high school
Nisan Bangiev's Morgan Stanley Experience September 2014 - February 2015
Job Oppenheimer
Industry Legal Services
Experience
Oppenheimer & Co. Inc. February 2015 - Present
Morgan Stanley September 2014 - February 2015
Morgan Stanley Wealth Management July 2012 - September 2014
Bank of New York Mellon October 2008 - July 2012
BDO Consulting 2007 - 2008
Skills
OFAC, AML, Sanction, Bank Secrecy Act, Due Diligence, Banking, Financial Institutions, Terrorist Financing, FinCEN, Transaction Processing, Litigation, Lexis, Anti Money Laundering, Fraud, Investigation, KYC, LexisNexis, Private Investigations, Program Management, Risk Management, Securities Regulation, USA PATRIOT Act
Education
Brooklyn Law School 2004 — 2007
JD, Law
New York University - Leonard N. Stern School of Business 1999 — 2003
Accounting and Finance
Oppenheimer & Co. Inc. February 2015 - Present
Morgan Stanley September 2014 - February 2015
Morgan Stanley Wealth Management July 2012 - September 2014
Bank of New York Mellon October 2008 - July 2012
BDO Consulting 2007 - 2008
Skills
OFAC, AML, Sanction, Bank Secrecy Act, Due Diligence, Banking, Financial Institutions, Terrorist Financing, FinCEN, Transaction Processing, Litigation, Lexis, Anti Money Laundering, Fraud, Investigation, KYC, LexisNexis, Private Investigations, Program Management, Risk Management, Securities Regulation, USA PATRIOT Act
Education
Brooklyn Law School 2004 — 2007
JD, Law
New York University - Leonard N. Stern School of Business 1999 — 2003
Accounting and Finance
Lester Rozycki's Morgan Stanley Experience 1981 - 2007
Job RN at HealthSouth Rehabilitation Hospital at Tinton Falls, NJ
Industry Hospital & Health Care
Experience
HealthSouth Rehabilitation Hospital at Tinton Falls, NJ June 2009 - Present
CentraState Medical Center June 2008 - June 2009
Morgan Stanley 1981 - 2007
Skills
Vendor Management, Financial Services, Securities, Project Management, Communication Skills, Rehabilitation, Nursing, Management, Acute Care, Healthcare, Inpatient, Patient Safety, Leadership, Healthcare Management, Hospitals, Clinical Research, Medication..., Nursing Education, Patient Advocacy, Patient Education, Registered Nurses, Process Improvement, System Design, Risk Management
Education
Brookdale Community College 2003 — 2008
Associate, Nursing
Fordham Prep 1967 — 1971
HealthSouth Rehabilitation Hospital at Tinton Falls, NJ June 2009 - Present
CentraState Medical Center June 2008 - June 2009
Morgan Stanley 1981 - 2007
Skills
Vendor Management, Financial Services, Securities, Project Management, Communication Skills, Rehabilitation, Nursing, Management, Acute Care, Healthcare, Inpatient, Patient Safety, Leadership, Healthcare Management, Hospitals, Clinical Research, Medication..., Nursing Education, Patient Advocacy, Patient Education, Registered Nurses, Process Improvement, System Design, Risk Management
Education
Brookdale Community College 2003 — 2008
Associate, Nursing
Fordham Prep 1967 — 1971
Jessica Yau's Morgan Stanley Experience March 2004 - June 2007
Job Previously Manager at Tiffany & Co.
Industry Luxury Goods & Jewelry
Experience
Tiffany & Co. August 2010 - April 2011
Tiffany & Co. November 2009 - August 2010
Reckitt Benckiser June 2008 - August 2008
Morgan Stanley March 2004 - June 2007
CIBC World Markets July 2002 - February 2004
Lehman Brothers June 2001 - August 2001
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Brown University 1998 — 2002
BA
King George V School 1990 — 1998
High School
Tiffany & Co. August 2010 - April 2011
Tiffany & Co. November 2009 - August 2010
Reckitt Benckiser June 2008 - August 2008
Morgan Stanley March 2004 - June 2007
CIBC World Markets July 2002 - February 2004
Lehman Brothers June 2001 - August 2001
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Brown University 1998 — 2002
BA
King George V School 1990 — 1998
High School
David Bagan's Morgan Stanley Experience 2000 - 2008
Job Managing Member, 1123 Enterprises LLC
Industry Food & Beverages
Experience
1123 Enterprises LLC January 2012 - Present
Dave's Hoagies 2013 - 2013
HazelTree Fund Services October 2011 - October 2011
Deutsche Bank Securities December 2009 - June 2011
Morgan Stanley 2000 - 2008
Skills
Series 7, Finance, Management, Equities, New Restaurant Openings, Derivatives, Securities
Education
Brooklyn Law School 1993 — 1996
JD
Trinity College-Hartford 1988 — 1992
BA, Public Policy Studies
The Tatnall School 1966 — 1988
1123 Enterprises LLC January 2012 - Present
Dave's Hoagies 2013 - 2013
HazelTree Fund Services October 2011 - October 2011
Deutsche Bank Securities December 2009 - June 2011
Morgan Stanley 2000 - 2008
Skills
Series 7, Finance, Management, Equities, New Restaurant Openings, Derivatives, Securities
Education
Brooklyn Law School 1993 — 1996
JD
Trinity College-Hartford 1988 — 1992
BA, Public Policy Studies
The Tatnall School 1966 — 1988
Jennifer Michalski's Morgan Stanley Experience May 2007 - December 2008
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2010 - Present
All Year Cooling & Heating February 2009 - January 2010
Morgan Stanley May 2007 - December 2008
Citigroup Smith Barney June 1992 - May 2007
Skills
Customer Service, Finance, Process Scheduler, Microsoft Excel, Call Centers
Education
Broward College
General Education
Morgan Stanley Wealth Management January 2010 - Present
All Year Cooling & Heating February 2009 - January 2010
Morgan Stanley May 2007 - December 2008
Citigroup Smith Barney June 1992 - May 2007
Skills
Customer Service, Finance, Process Scheduler, Microsoft Excel, Call Centers
Education
Broward College
General Education
Artur Wlazlo's Morgan Stanley Experience January 2000 - June 2004
Job Principal Regional Counsel at Financial Industry Regulatory Authority
Industry Law Practice
Experience
Financial Industry Regulatory Authority March 2014 - Present
Greenberg Traurig July 2004 - March 2014
Morgan Stanley January 2000 - June 2004
Skills
Arbitration, Securities Litigation, Securities Regulation, Litigation, Securities
Education
Brooklyn Law School
J.D., Law
Financial Industry Regulatory Authority March 2014 - Present
Greenberg Traurig July 2004 - March 2014
Morgan Stanley January 2000 - June 2004
Skills
Arbitration, Securities Litigation, Securities Regulation, Litigation, Securities
Education
Brooklyn Law School
J.D., Law
Elizabeth Fill's Morgan Stanley Experience 2004 - 2007
Job Institutional Sales Trader at WJB Capital
Industry Financial Services
Experience
WJB Capital 2007 - Present
Morgan Stanley 2004 - 2007
Direct Access Partners 2001 - 2004
Education
Brookdale Community College
Nursing
Ocean County College
Associates, Business
WJB Capital 2007 - Present
Morgan Stanley 2004 - 2007
Direct Access Partners 2001 - 2004
Education
Brookdale Community College
Nursing
Ocean County College
Associates, Business
Alanna Hynes's Morgan Stanley Experience August 2006 - June 2008
Job Vice President at American Securities
Industry Venture Capital & Private Equity
Experience
American Securities October 2012 - Present
Booz & Company October 2010 - October 2012
RIME Communications Capital LLC June 2009 - August 2009
Morgan Stanley August 2006 - June 2008
Morgan Stanley March 2006 - July 2006
Skills
Investments, Derivatives, Equities, Portfolio Management, Finance
Education
The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management
Brown University 2001 — 2005
BA, Mathematical Economics
American Securities October 2012 - Present
Booz & Company October 2010 - October 2012
RIME Communications Capital LLC June 2009 - August 2009
Morgan Stanley August 2006 - June 2008
Morgan Stanley March 2006 - July 2006
Skills
Investments, Derivatives, Equities, Portfolio Management, Finance
Education
The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management
Brown University 2001 — 2005
BA, Mathematical Economics
Nathan Perrone's Morgan Stanley Experience August 2012 - June 2014
Job Equities Compliance Officer at UBS
Industry Law Practice
Experience
UBS May 2014 - Present
Morgan Stanley August 2012 - June 2014
Sanford C. Bernstein July 2010 - August 2012
NYSE June 2009 - July 2010
Skills
Equities, Securities, Derivatives, Trading, Compliance, Options, FINRA, Hedge Funds, Due Diligence, Securities Regulation, Investments, Capital Markets, Equity Derivatives, Financial Services
Education
Brooklyn Law School 2007 — 2009
J.D.
The University of Connecticut 2001 — 2005
B.A., Political Science, History
UBS May 2014 - Present
Morgan Stanley August 2012 - June 2014
Sanford C. Bernstein July 2010 - August 2012
NYSE June 2009 - July 2010
Skills
Equities, Securities, Derivatives, Trading, Compliance, Options, FINRA, Hedge Funds, Due Diligence, Securities Regulation, Investments, Capital Markets, Equity Derivatives, Financial Services
Education
Brooklyn Law School 2007 — 2009
J.D.
The University of Connecticut 2001 — 2005
B.A., Political Science, History
Carol Park Choe's Morgan Stanley Experience June 2007 - April 2009
Job Vice President Legal at TD Securities
Industry Law Practice
Experience
TD Securities March 2014 - Present
Fulbright & Jaworski March 2012 - February 2014
Proskauer Rose LLP January 2010 - January 2012
New York City Off-Track Betting Corporation October 2009 - January 2010
Morgan Stanley June 2007 - April 2009
Proskauer Rose LLP May 2008 - August 2008
AIG October 2005 - August 2006
Deloitte October 2004 - March 2005
AIG November 2003 - October 2004
Cornell University September 2000 - May 2003
Skills
Legal Research, Legal Writing, Corporate Law, Corporate Governance, Due Diligence, Mergers & Acquisitions, Cross-border..., Document Drafting, Start-ups, Securities, Acquisitions
Education
Brooklyn Law School 2006 — 2009
J.D., cum laude
Cornell University 2000 — 2003
B.A., Government, Graduation with Distinction, Dean's List
TD Securities March 2014 - Present
Fulbright & Jaworski March 2012 - February 2014
Proskauer Rose LLP January 2010 - January 2012
New York City Off-Track Betting Corporation October 2009 - January 2010
Morgan Stanley June 2007 - April 2009
Proskauer Rose LLP May 2008 - August 2008
AIG October 2005 - August 2006
Deloitte October 2004 - March 2005
AIG November 2003 - October 2004
Cornell University September 2000 - May 2003
Skills
Legal Research, Legal Writing, Corporate Law, Corporate Governance, Due Diligence, Mergers & Acquisitions, Cross-border..., Document Drafting, Start-ups, Securities, Acquisitions
Education
Brooklyn Law School 2006 — 2009
J.D., cum laude
Cornell University 2000 — 2003
B.A., Government, Graduation with Distinction, Dean's List
Christopher DiRienzo's Morgan Stanley Experience September 2000 - September 2002
Job Planned Gift Officer
Industry Financial Services
Experience
WSKG Public Broadcasting February 2013 - Present
Lesko Securities October 2002 - Present
Morgan Stanley September 2000 - September 2002
Skills
Asset Allocation, Equities, Wealth Management, Mutual Funds, Investments, Sales Management, Securities, Portfolio Management, Strategic Planning, Sales, Fixed Income, Negotiation, Strategic Financial..., Alternative Investments, Microsoft Excel, Direct Sales, Microsoft Office, Account Management, Asset Management, Salesforce.com, Bonds, PowerPoint, Derivatives, Retirement Planning, Budgets, Series 7, Finance, Series 65, Risk Management, Banking, Small Business, Financial Modeling, Financial Analysis, Marketing, Social Networking, Fundraising, Public Relations, Social Media, Social Media Marketing, Radio, Nonprofits, Event Planning, Brand Development, Proposal Writing, Community Development, Broadcast, Volunteer Management, Facebook, Community Outreach, Event Management
Education
Broome Community College 1993 — 1995
Associate's degree, Business
WSKG Public Broadcasting February 2013 - Present
Lesko Securities October 2002 - Present
Morgan Stanley September 2000 - September 2002
Skills
Asset Allocation, Equities, Wealth Management, Mutual Funds, Investments, Sales Management, Securities, Portfolio Management, Strategic Planning, Sales, Fixed Income, Negotiation, Strategic Financial..., Alternative Investments, Microsoft Excel, Direct Sales, Microsoft Office, Account Management, Asset Management, Salesforce.com, Bonds, PowerPoint, Derivatives, Retirement Planning, Budgets, Series 7, Finance, Series 65, Risk Management, Banking, Small Business, Financial Modeling, Financial Analysis, Marketing, Social Networking, Fundraising, Public Relations, Social Media, Social Media Marketing, Radio, Nonprofits, Event Planning, Brand Development, Proposal Writing, Community Development, Broadcast, Volunteer Management, Facebook, Community Outreach, Event Management
Education
Broome Community College 1993 — 1995
Associate's degree, Business
Jason LaViola's Morgan Stanley Experience January 2001 - January 2003
Job Broker/Financial Advisor
Industry Financial Services
Experience
LaViola & Associates Yacht January 2006 - Present
LaViola & Associates Yacht Brokerage June 2003 - May 2011
Prudential Insurance December 2002 - November 2003
Morgan Stanley January 2001 - January 2003
Morgan Stanley January 1999 - January 2001
Sharpe Capital 1996 - 1998
Skills
Sales Management, Competitive Analysis, Customer Satisfaction, Contract Negotiation, Strategic Planning, Negotiation, Program Management, Budgets, Training, Customer Service, Finance, Sales Presentations, Email Marketing, Cold Calling
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1995
English
Brookdale Community College 1991 — 1993
Associates, Humanities
LaViola & Associates Yacht January 2006 - Present
LaViola & Associates Yacht Brokerage June 2003 - May 2011
Prudential Insurance December 2002 - November 2003
Morgan Stanley January 2001 - January 2003
Morgan Stanley January 1999 - January 2001
Sharpe Capital 1996 - 1998
Skills
Sales Management, Competitive Analysis, Customer Satisfaction, Contract Negotiation, Strategic Planning, Negotiation, Program Management, Budgets, Training, Customer Service, Finance, Sales Presentations, Email Marketing, Cold Calling
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1995
English
Brookdale Community College 1991 — 1993
Associates, Humanities
Chris Arellano's Morgan Stanley Experience September 2010 - August 2014
Job Customer Service Engineer at Cisco
Industry Computer Networking
Experience
Cisco September 2014 - Present
Morgan Stanley September 2010 - August 2014
Verizon Business January 2006 - August 2014
Andrx Pharmaceuticals December 2000 - January 2006
Skills
Telecommunications, Switches, Data Center, Cisco Technologies, OSPF, Security, Network Security, Networking, Troubleshooting, Computer Network..., Printers, WAN, CCNA, Frame Relay, Managed Services, Strategy, MPLS, Routers, Software Documentation, Incident Management, Microsoft Certified..., Management, CCNP, IP, Operating Systems, Software Installation
Education
University of Central Florida 1993 — 1995
BS, Communicative Disorders
Broward College 2003 — 2005
Continuing Education, Cisco Networking
Keiser University-Ft Lauderdale 2000 — 2000
Continuing Education, Microsoft Administration
Cisco September 2014 - Present
Morgan Stanley September 2010 - August 2014
Verizon Business January 2006 - August 2014
Andrx Pharmaceuticals December 2000 - January 2006
Skills
Telecommunications, Switches, Data Center, Cisco Technologies, OSPF, Security, Network Security, Networking, Troubleshooting, Computer Network..., Printers, WAN, CCNA, Frame Relay, Managed Services, Strategy, MPLS, Routers, Software Documentation, Incident Management, Microsoft Certified..., Management, CCNP, IP, Operating Systems, Software Installation
Education
University of Central Florida 1993 — 1995
BS, Communicative Disorders
Broward College 2003 — 2005
Continuing Education, Cisco Networking
Keiser University-Ft Lauderdale 2000 — 2000
Continuing Education, Microsoft Administration
Vikram Natu's Morgan Stanley Experience June 2011 - August 2012
Job Analyst at GCM Grosvenor
Industry Investment Banking
Experience
GCM Grosvenor April 2015 - Present
DeSilva & Phillips July 2013 - April 2015
Private Equity Group December 2012 - March 2013
Morgan Stanley June 2011 - August 2012
Citigroup Inc June 2010 - August 2010
Rhode Island Hospital June 2009 - August 2009
Skills
Bloomberg, Series 79, Series 63, Financial Modeling, Capital IQ, PowerPoint, Microsoft Excel, Capital Markets, Preqin, Pitchbook.com, Sales, Valuation, Due Diligence, Private Equity, Capital Raising
Education
Brown University 2007 — 2011
Bachelor of Arts, Economics
Escuela Campo Alegre 2003 — 2007
International Baccalaureate
GCM Grosvenor April 2015 - Present
DeSilva & Phillips July 2013 - April 2015
Private Equity Group December 2012 - March 2013
Morgan Stanley June 2011 - August 2012
Citigroup Inc June 2010 - August 2010
Rhode Island Hospital June 2009 - August 2009
Skills
Bloomberg, Series 79, Series 63, Financial Modeling, Capital IQ, PowerPoint, Microsoft Excel, Capital Markets, Preqin, Pitchbook.com, Sales, Valuation, Due Diligence, Private Equity, Capital Raising
Education
Brown University 2007 — 2011
Bachelor of Arts, Economics
Escuela Campo Alegre 2003 — 2007
International Baccalaureate
Brad Nassau's Morgan Stanley Experience May 2004 - July 2006
Job Managing Director, Regulatory & Compliance Practice Lead Gartland & Mellina Group
Industry Investment Banking
Experience
Gartland and Mellina Group February 2013 - Present
KKR May 2012 - January 2013
Goldman Sachs August 2006 - May 2012
Morgan Stanley May 2004 - July 2006
JPMorgan Chase August 2001 - April 2004
Proskauer Rose LLP April 2000 - July 2001
Skills
Regulation ATS, AML, Regulatory Reporting, KYC, SEC compliance, Compliance, Surveillance, Hedge Funds, Prime Brokerage, Fixed Income, Securities, Private Equity, Risk Management, ETFs, SEC, Legal Compliance, Series 7, Securities Regulation, Securities Lending, Equity Trading, Series 24, FINRA, CFTC, Insurance, Regulatory Affairs, Inventory Management, CDS, Financial Reporting, ERISA, SEC reporting, Collective Bargaining, Volker, Dodd–Frank, NYSE, CME, Position Limits, Securities Law, Volunteer Management, Futures, Equity Swaps, Brazil, SAS70, Non-profits, Six Sigma, Eze Castle, FICC, Capital Markets, Equities, Financial Services, Alternative Investments
Education
Brooklyn Law School
J.D
Washington University in St. Louis 1987 — 1991
B.A, Political Science
The Washington Semester Plan at American University 1989 — 1989
BAR ADMISSIONS
SDNY
Gartland and Mellina Group February 2013 - Present
KKR May 2012 - January 2013
Goldman Sachs August 2006 - May 2012
Morgan Stanley May 2004 - July 2006
JPMorgan Chase August 2001 - April 2004
Proskauer Rose LLP April 2000 - July 2001
Skills
Regulation ATS, AML, Regulatory Reporting, KYC, SEC compliance, Compliance, Surveillance, Hedge Funds, Prime Brokerage, Fixed Income, Securities, Private Equity, Risk Management, ETFs, SEC, Legal Compliance, Series 7, Securities Regulation, Securities Lending, Equity Trading, Series 24, FINRA, CFTC, Insurance, Regulatory Affairs, Inventory Management, CDS, Financial Reporting, ERISA, SEC reporting, Collective Bargaining, Volker, Dodd–Frank, NYSE, CME, Position Limits, Securities Law, Volunteer Management, Futures, Equity Swaps, Brazil, SAS70, Non-profits, Six Sigma, Eze Castle, FICC, Capital Markets, Equities, Financial Services, Alternative Investments
Education
Brooklyn Law School
J.D
Washington University in St. Louis 1987 — 1991
B.A, Political Science
The Washington Semester Plan at American University 1989 — 1989
BAR ADMISSIONS
SDNY
Nick Laster's Morgan Stanley Experience 2012 - 2012
Job Investment Analyst at Undisclosed Large Hedge Fund
Industry Investment Management
Experience
Undisclosed Large Hedge Fund April 2015 - Present
Lazard Frères & Co. February 2013 - March 2015
Morgan Stanley 2012 - 2012
Morgan Stanley June 2011 - August 2011
Education
Brown University 2008 — 2012
BA, Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
Business Bridge Program
Phillips Exeter Academy 2006 — 2008
Undisclosed Large Hedge Fund April 2015 - Present
Lazard Frères & Co. February 2013 - March 2015
Morgan Stanley 2012 - 2012
Morgan Stanley June 2011 - August 2011
Education
Brown University 2008 — 2012
BA, Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
Business Bridge Program
Phillips Exeter Academy 2006 — 2008
Peter Kessler's Morgan Stanley Experience September 2014 - Present
Job Director, Fixed Income Compliance Coverage at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley September 2014 - Present
Morgan Stanley January 2013 - September 2014
Morgan Stanley April 2011 - January 2013
Wilson Elser September 2009 - February 2011
Skills
Securities, Hedge Funds, Financial Modeling, Legal Research, Litigation, Legal Writing, Financial Analysis, Due Diligence, Corporate Finance, Corporate Law, Corporate Governance, Private Equity, Commercial Litigation, Securities Regulation
Education
Brooklyn Law School 2005 — 2008
Doctor of Law (J.D.)
Georgetown University 2001 — 2005
B.S., Accounting and Finance
Morgan Stanley September 2014 - Present
Morgan Stanley January 2013 - September 2014
Morgan Stanley April 2011 - January 2013
Wilson Elser September 2009 - February 2011
Skills
Securities, Hedge Funds, Financial Modeling, Legal Research, Litigation, Legal Writing, Financial Analysis, Due Diligence, Corporate Finance, Corporate Law, Corporate Governance, Private Equity, Commercial Litigation, Securities Regulation
Education
Brooklyn Law School 2005 — 2008
Doctor of Law (J.D.)
Georgetown University 2001 — 2005
B.S., Accounting and Finance
Hope Wiener's Morgan Stanley Experience December 2001 - May 2003
Job Sales Representative at Denver Propane Exchange/Paraco Gas
Industry Oil & Energy
Experience
Denver Propane Exchange October 2013 - Present
Morgan Stanley December 2001 - May 2003
Cardiopulmonary Instrumentations, Inc June 1998 - December 2001
Skills
Contract Negotiation, Account Management, Energy, Sales Management, New Business Development, Change Management, Contract Management, Operations Management, Gas, Sales, Negotiation, Leadership, Customer Service, Forecasting, Inventory Management, Marketing, Purchasing, Sales Operations, Strategic Planning, Team Building, Team Leadership, Customer Satisfaction, Business Development, Analysis
Education
Broward Community College
Sandler Sales Institute
Denver Propane Exchange October 2013 - Present
Morgan Stanley December 2001 - May 2003
Cardiopulmonary Instrumentations, Inc June 1998 - December 2001
Skills
Contract Negotiation, Account Management, Energy, Sales Management, New Business Development, Change Management, Contract Management, Operations Management, Gas, Sales, Negotiation, Leadership, Customer Service, Forecasting, Inventory Management, Marketing, Purchasing, Sales Operations, Strategic Planning, Team Building, Team Leadership, Customer Satisfaction, Business Development, Analysis
Education
Broward Community College
Sandler Sales Institute
Piotr Pankow's Morgan Stanley Experience February 1998 - April 2003
Job Sinsational Smile
Industry Medical Devices
Experience
Sinsational Smile January 2013 - Present
Bite Tech inc. February 2009 - June 2012
Atlantic Coast Surveying August 2003 - March 2008
Morgan Stanley February 1998 - April 2003
Skills
Marketing Strategy, Marketing, Management, Leadership, Customer Service, AutoCAD, Medical Devices, Microsoft Word, Product Development, Sales, Sales Management, Sales Operations, Team Building
Education
Broward Community College 2004 — 2005
Certificate, Business Administration and Management, General
Hollywood Hills High School 1990 — 1994
Sinsational Smile January 2013 - Present
Bite Tech inc. February 2009 - June 2012
Atlantic Coast Surveying August 2003 - March 2008
Morgan Stanley February 1998 - April 2003
Skills
Marketing Strategy, Marketing, Management, Leadership, Customer Service, AutoCAD, Medical Devices, Microsoft Word, Product Development, Sales, Sales Management, Sales Operations, Team Building
Education
Broward Community College 2004 — 2005
Certificate, Business Administration and Management, General
Hollywood Hills High School 1990 — 1994
Winnie Lee's Morgan Stanley Experience October 2009 - July 2013
Job Director at Fir Tree Partners
Industry Financial Services
Experience
Fir Tree Partners July 2013 - Present
Morgan Stanley October 2009 - July 2013
Bank of America January 2009 - September 2009
Bank of America June 2007 - March 2008
Lehman Brothers Inc. June 2004 - June 2007
Nixon Peabody September 1999 - May 2004
Skills
Structured Finance, Securities, Capital Markets, Hedge Funds, Derivatives, Equities, Fixed Income
Education
Brooklyn Law School
Juris Doctor, Law
State University of New York at Buffalo
Bachelor's degree
Fir Tree Partners July 2013 - Present
Morgan Stanley October 2009 - July 2013
Bank of America January 2009 - September 2009
Bank of America June 2007 - March 2008
Lehman Brothers Inc. June 2004 - June 2007
Nixon Peabody September 1999 - May 2004
Skills
Structured Finance, Securities, Capital Markets, Hedge Funds, Derivatives, Equities, Fixed Income
Education
Brooklyn Law School
Juris Doctor, Law
State University of New York at Buffalo
Bachelor's degree
Michele Filan's Morgan Stanley Experience 2006 - 2013
Job Administrative Professional
Industry Financial Services
Experience
PRUDENT PUBLISHING July 2014 - December 2014
Morgan Stanley Wealth Management April 2006 - October 2013
Morgan Stanley 2006 - 2013
Comprehensive Medical Management August 2005 - April 2006
ADESA-NJ October 2004 - August 2005
AT&T March 2002 - June 2003
AT&T August 1996 - May 2002
AT&T April 1992 - August 1996
Skills
Collections, Language Teaching, German-English, Close Attention to..., Ownership, Teamwork, Adaptability, Compassion, Environmental Awareness
Education
Brookdale Community College
Communication and Media Studies
PRUDENT PUBLISHING July 2014 - December 2014
Morgan Stanley Wealth Management April 2006 - October 2013
Morgan Stanley 2006 - 2013
Comprehensive Medical Management August 2005 - April 2006
ADESA-NJ October 2004 - August 2005
AT&T March 2002 - June 2003
AT&T August 1996 - May 2002
AT&T April 1992 - August 1996
Skills
Collections, Language Teaching, German-English, Close Attention to..., Ownership, Teamwork, Adaptability, Compassion, Environmental Awareness
Education
Brookdale Community College
Communication and Media Studies
Nicholas Gully's Morgan Stanley Experience December 2014 - June 2015
Job Processor
Industry Information Technology and Services
Experience
DNE Nutraceuticals June 2015 - Present
Morgan Stanley December 2014 - June 2015
Iron Mountain 2012 - 2014
Education
Brookdale Community College 2013 — 2015
High School, Economics, Sophmore
DNE Nutraceuticals June 2015 - Present
Morgan Stanley December 2014 - June 2015
Iron Mountain 2012 - 2014
Education
Brookdale Community College 2013 — 2015
High School, Economics, Sophmore
Monica Pal's Morgan Stanley Experience October 2010 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2010 - Present
Bingham McCutchen LLP February 2008 - October 2010
Citi February 2006 - February 2008
Education
Brooklyn Law School
New York University
Morgan Stanley October 2010 - Present
Bingham McCutchen LLP February 2008 - October 2010
Citi February 2006 - February 2008
Education
Brooklyn Law School
New York University
David Voight's Morgan Stanley Experience 2003 - 2003
Job Student at Launch Academy
Industry Computer Software
Experience
Citigroup 2005 - 2012
Reuters Americas/Citigroup (Consultant) 2005 - 2005
RHI International 2003 - 2004
Morgan Stanley 2003 - 2003
Worldco, LLC 2000 - 2002
Education
Launch Academy 2015 — 2015
Brown University 1993 — 1997
Bachelor’s Degree, Organizational Behavior and Management with emphasis in Analytical Methods
Citigroup 2005 - 2012
Reuters Americas/Citigroup (Consultant) 2005 - 2005
RHI International 2003 - 2004
Morgan Stanley 2003 - 2003
Worldco, LLC 2000 - 2002
Education
Launch Academy 2015 — 2015
Brown University 1993 — 1997
Bachelor’s Degree, Organizational Behavior and Management with emphasis in Analytical Methods
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS