Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Samhitha Rao Samhitha Rao's Morgan Stanley Experience 2014 - Present
Job Incoming Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2014 - Present
Brown Investment Group September 2010 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management May 2011 - April 2012
Education
Brown University
A.B. Applied Mathematics-Economics
Castilleja School
Morgan Stanley 2014 - Present
Brown Investment Group September 2010 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley Wealth Management May 2011 - April 2012
Education
Brown University
A.B. Applied Mathematics-Economics
Castilleja School
Yared Yawand-Wossen Yared Yawand-Wossen's Morgan Stanley Experience August 1994 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 1994 - Present
Credit Suisse July 1987 - August 1994
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Structured Products, Securities, Financial Modeling, Asset Managment, Loans, MBS, Securitization, Structured Finance, Asset Management
Education
Harvard Business School 1989 — 1991
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brown University 1983 — 1987
Bachelor of Arts (B.A.), Computer Science and Economics
Morgan Stanley August 1994 - Present
Credit Suisse July 1987 - August 1994
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Structured Products, Securities, Financial Modeling, Asset Managment, Loans, MBS, Securitization, Structured Finance, Asset Management
Education
Harvard Business School 1989 — 1991
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brown University 1983 — 1987
Bachelor of Arts (B.A.), Computer Science and Economics
Sam Baker Sam Baker's Morgan Stanley Experience December 2008 - September 2009
Job Growth at Tilt
Industry Internet
Experience
Tilt.com December 2014 - Present
Box February 2014 - December 2014
Box March 2013 - March 2014
Permal Capital Management July 2011 - February 2013
Cambridge Associates, LLC June 2010 - August 2010
Morgan Stanley December 2008 - September 2009
Bakers' Best Cafe & Catering May 2006 - August 2009
Skills
Capital IQ, Financial Modeling, Valuation, Due Diligence, Microsoft Excel, Salesforce.com, ThomsonOne, SaaS, Sales Prospecting, Cold Calling, Private Equity, Management, Venture Capital
Education
Brown University 2008 — 2011
Bachelor of Arts: Classics, Psychology
Belmont Hill School 2001 — 2007
Tilt.com December 2014 - Present
Box February 2014 - December 2014
Box March 2013 - March 2014
Permal Capital Management July 2011 - February 2013
Cambridge Associates, LLC June 2010 - August 2010
Morgan Stanley December 2008 - September 2009
Bakers' Best Cafe & Catering May 2006 - August 2009
Skills
Capital IQ, Financial Modeling, Valuation, Due Diligence, Microsoft Excel, Salesforce.com, ThomsonOne, SaaS, Sales Prospecting, Cold Calling, Private Equity, Management, Venture Capital
Education
Brown University 2008 — 2011
Bachelor of Arts: Classics, Psychology
Belmont Hill School 2001 — 2007
Robert Gannon Robert Gannon's Morgan Stanley Experience August 2013 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
RBS Markets and International Banking November 2011 - August 2013
RBS Markets & International Banking January 2010 - November 2011
Deutsche Bank November 2009 - January 2010
UBS Wealth Management August 2007 - May 2009
Skills
Repo, Management, Funding, Fixed Income, Equities, Lean Management, Middle Office, Settlement, Financial Services, Bonds, Trading, Microsoft Excel, Trade Support, Corporate Bonds, Commercial Paper, MBS, CMO, ABS, Excel, Microsoft Office, Securities Lending, Cash Management
Education
Bryant University 2003 — 2007
BS, Finance, Law
Morgan Stanley August 2013 - Present
RBS Markets and International Banking November 2011 - August 2013
RBS Markets & International Banking January 2010 - November 2011
Deutsche Bank November 2009 - January 2010
UBS Wealth Management August 2007 - May 2009
Skills
Repo, Management, Funding, Fixed Income, Equities, Lean Management, Middle Office, Settlement, Financial Services, Bonds, Trading, Microsoft Excel, Trade Support, Corporate Bonds, Commercial Paper, MBS, CMO, ABS, Excel, Microsoft Office, Securities Lending, Cash Management
Education
Bryant University 2003 — 2007
BS, Finance, Law
Sarah Cox Sarah Cox's Morgan Stanley Experience December 2014 - Present
Job Global Anticorruption Compliance Coordinator
Industry Law Practice
Experience
Morgan Stanley December 2014 - Present
ContourGlobal August 2013 - November 2014
Allen & Overy LLP September 2003 - August 2013
Skills
Foreign Corrupt..., White Collar Criminal..., Internal Investigations, Civil Litigation, International Law, FCPA, Corporate Governance, Commercial Litigation, Competition Law, Cross-border..., Securities Regulation, Litigation Support, Human Rights
Education
Georgetown University Law Center 2000 — 2003
Doctor of Law (J.D.)
Brown University 1995 — 1999
Bachelor of Arts (B.A.), International Relations
The American University in Cairo 1997 — 1998
Study Abroad
Morgan Stanley December 2014 - Present
ContourGlobal August 2013 - November 2014
Allen & Overy LLP September 2003 - August 2013
Skills
Foreign Corrupt..., White Collar Criminal..., Internal Investigations, Civil Litigation, International Law, FCPA, Corporate Governance, Commercial Litigation, Competition Law, Cross-border..., Securities Regulation, Litigation Support, Human Rights
Education
Georgetown University Law Center 2000 — 2003
Doctor of Law (J.D.)
Brown University 1995 — 1999
Bachelor of Arts (B.A.), International Relations
The American University in Cairo 1997 — 1998
Study Abroad
Jeffrey Scribner's Morgan Stanley Experience September 2007 - April 2009
Job
Industry Investment Management
Experience
State Street Global Advisors September 2012 - Present
San Francisco Treasury Management Association (SFTMA) January 2014 - Present
Neuberger Berman May 2010 - September 2012
UBS April 2009 - May 2010
Morgan Stanley September 2007 - April 2009
eMarketer Research November 2006 - September 2007
Symtrax Corporation September 2005 - October 2006
Skills
Mutual Funds, Business Development, Series 7, Investment Management, Sales, Financial Services, Marketing Strategy, Portfolio Management, Equities, High Net Worth..., SaaS, Solution Selling, Lead Generation, Asset Allocation, Strategic Financial..., Relationship Management, Investments, Fixed Income, Financial Planning, Money Market Funds, Liquidity Management, Risk Management, Institutional Sales, Building Relationships
Education
Bryant University 2001 — 2005
Bachelor of Science in Business Administration
Accademia Italiana 2001 — 2003
Cohasset High School 1997 — 2001
State Street Global Advisors September 2012 - Present
San Francisco Treasury Management Association (SFTMA) January 2014 - Present
Neuberger Berman May 2010 - September 2012
UBS April 2009 - May 2010
Morgan Stanley September 2007 - April 2009
eMarketer Research November 2006 - September 2007
Symtrax Corporation September 2005 - October 2006
Skills
Mutual Funds, Business Development, Series 7, Investment Management, Sales, Financial Services, Marketing Strategy, Portfolio Management, Equities, High Net Worth..., SaaS, Solution Selling, Lead Generation, Asset Allocation, Strategic Financial..., Relationship Management, Investments, Fixed Income, Financial Planning, Money Market Funds, Liquidity Management, Risk Management, Institutional Sales, Building Relationships
Education
Bryant University 2001 — 2005
Bachelor of Science in Business Administration
Accademia Italiana 2001 — 2003
Cohasset High School 1997 — 2001
Woodie Keenan Woodie Keenan's Morgan Stanley Experience June 2003 - June 2013
Job Senior Vice President at Novarica
Industry Information Technology and Services
Experience
Novarica September 2013 - Present
Morgan Stanley June 2003 - June 2013
Chapbooks.com 2000 - 2003
Skills
Derivatives, Fixed Income, Capital Markets, Trading Systems, Investment Banking, Equities, Business Strategy, Project Management, Credit Derivatives, Options, Electronic Trading, Financial Modeling, Asset Management, Structured Products, Hedge Funds, Risk Management, Trading, Business Analysis, Financial Services, Prime Brokerage, Product Management, Equity Derivatives
Education
New York University 1999 — 2002
Master of Science (MS), Computer Science
Brown University 1990 — 1994
Novarica September 2013 - Present
Morgan Stanley June 2003 - June 2013
Chapbooks.com 2000 - 2003
Skills
Derivatives, Fixed Income, Capital Markets, Trading Systems, Investment Banking, Equities, Business Strategy, Project Management, Credit Derivatives, Options, Electronic Trading, Financial Modeling, Asset Management, Structured Products, Hedge Funds, Risk Management, Trading, Business Analysis, Financial Services, Prime Brokerage, Product Management, Equity Derivatives
Education
New York University 1999 — 2002
Master of Science (MS), Computer Science
Brown University 1990 — 1994
Courtney Costello Courtney Costello's Morgan Stanley Experience March 2015 - Present
Job Wealth Management Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management June 2011 - Present
Merrill Lynch July 2008 - June 2011
Skills
Series 7, Series 66, Uniform Combined State..., Microsoft Office, Salesforce.com, Asset Allocation, Customer Service
Education
Bryant University 2004 — 2008
Bachelor of Science (BS), Finance, General
Trinity High School 2000 — 2004
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management June 2011 - Present
Merrill Lynch July 2008 - June 2011
Skills
Series 7, Series 66, Uniform Combined State..., Microsoft Office, Salesforce.com, Asset Allocation, Customer Service
Education
Bryant University 2004 — 2008
Bachelor of Science (BS), Finance, General
Trinity High School 2000 — 2004
Matthew Hassett Matthew Hassett's Morgan Stanley Experience September 2010 - February 2011
Job Director of Policy and Communications at Center for NYC Neighborhoods
Industry Nonprofit Organization Management
Experience
Center for New York City Neighborhoods October 2013 - Present
Center for New York City Neighborhoods February 2013 - December 2013
Center for New York City Neighborhoods February 2011 - February 2013
Morgan Stanley September 2010 - February 2011
NYC Dept. of Housing Preservation and Development June 2009 - August 2010
Brown University September 2008 - December 2008
Brown University June 2008 - December 2008
Skills
Policy Analysis, Public Policy, Grant Writing, Program Evaluation, Affordable Housing, Non-profits, Economic Development, Fundraising, Research, Community Outreach, Editing, Community Development, Qualitative Research, Project Management, Team Management, Nonprofits, Program Management, Grants
Education
Brown University
Bachelor of Arts (B.A.), History
Universidad de Salamanca
Spanish
Center for New York City Neighborhoods October 2013 - Present
Center for New York City Neighborhoods February 2013 - December 2013
Center for New York City Neighborhoods February 2011 - February 2013
Morgan Stanley September 2010 - February 2011
NYC Dept. of Housing Preservation and Development June 2009 - August 2010
Brown University September 2008 - December 2008
Brown University June 2008 - December 2008
Skills
Policy Analysis, Public Policy, Grant Writing, Program Evaluation, Affordable Housing, Non-profits, Economic Development, Fundraising, Research, Community Outreach, Editing, Community Development, Qualitative Research, Project Management, Team Management, Nonprofits, Program Management, Grants
Education
Brown University
Bachelor of Arts (B.A.), History
Universidad de Salamanca
Spanish
Jill Muldoon Jill Muldoon's Morgan Stanley Experience August 2001 - March 2002
Job Business Manager/Owner at Kitchen and Bath Details
Industry Design
Experience
Kitchen and Bath Details January 2004 - Present
Gap Inc. March 2002 - March 2004
Morgan Stanley August 2001 - March 2002
Skills
Customer Service, Interior Design, Retail, Merchandising, Sales, Social Media, Real Estate, New Business Development, Inventory Management, Small Business, Marketing Strategy, Space-planning, Photoshop, Event Planning, Product Marketing, Marketing Communications, Customer Satisfaction, Project Management, Negotiation, Wholesale, Budgets, Coaching, Purchasing, New Hire Training, Team Building, Brand Development, Business Management..., Employee Relations, Accounting, Marketing Management, Trade Shows, Client Billing, Account Management, Social Media Marketing, Microsoft Excel, Marketing, Advertising, Microsoft Word, Residential Homes, Sales Management, Office Management, Recruiting, Sales Operations, Business Planning, Product Development, PowerPoint, Management, Human Resources, Microsoft Office, Public Speaking
Education
University of Massachusetts Dartmouth 1999 — 2001
Bachelor, Business Management/Human Resources
Bryant University 1999 — 1999
Business Management
Kitchen and Bath Details January 2004 - Present
Gap Inc. March 2002 - March 2004
Morgan Stanley August 2001 - March 2002
Skills
Customer Service, Interior Design, Retail, Merchandising, Sales, Social Media, Real Estate, New Business Development, Inventory Management, Small Business, Marketing Strategy, Space-planning, Photoshop, Event Planning, Product Marketing, Marketing Communications, Customer Satisfaction, Project Management, Negotiation, Wholesale, Budgets, Coaching, Purchasing, New Hire Training, Team Building, Brand Development, Business Management..., Employee Relations, Accounting, Marketing Management, Trade Shows, Client Billing, Account Management, Social Media Marketing, Microsoft Excel, Marketing, Advertising, Microsoft Word, Residential Homes, Sales Management, Office Management, Recruiting, Sales Operations, Business Planning, Product Development, PowerPoint, Management, Human Resources, Microsoft Office, Public Speaking
Education
University of Massachusetts Dartmouth 1999 — 2001
Bachelor, Business Management/Human Resources
Bryant University 1999 — 1999
Business Management
Rachel Hunter's Morgan Stanley Experience May 2012 - May 2014
Job Associate Apollo Global Management LLC
Industry Real Estate
Experience
Apollo Global Management LLC May 2014 - Present
Morgan Stanley May 2012 - May 2014
Zumba Fitness LLC September 2010 - May 2012
Morgan Stanley June 2011 - August 2011
Brown RISD Hillel September 2010 - May 2011
U.S. Department of Energy June 2010 - August 2010
Generation Citizen September 2008 - June 2010
Volunteers for Peace Vietnam May 2009 - June 2009
Cape Cod Sea Camps June 2004 - August 2007
Skills
Commercial Real Estate, Real Estate Lending, Financial Modeling, Research, PowerPoint, Microsoft Excel, Data Analysis, Economics, Public Speaking, Social Media, Microsoft Office, Stata, Renewable Energy, Real Estate Transactions, Real Estate, Microsoft Word, Valuation, Event Planning, Financial Analysis, Investments
Education
Brown University 2008 — 2012
Bachelor of Arts, Economics and Public Policy
Danish Institute for Study Abroad 2011 — 2011
The Rivers School 2004 — 2008
Apollo Global Management LLC May 2014 - Present
Morgan Stanley May 2012 - May 2014
Zumba Fitness LLC September 2010 - May 2012
Morgan Stanley June 2011 - August 2011
Brown RISD Hillel September 2010 - May 2011
U.S. Department of Energy June 2010 - August 2010
Generation Citizen September 2008 - June 2010
Volunteers for Peace Vietnam May 2009 - June 2009
Cape Cod Sea Camps June 2004 - August 2007
Skills
Commercial Real Estate, Real Estate Lending, Financial Modeling, Research, PowerPoint, Microsoft Excel, Data Analysis, Economics, Public Speaking, Social Media, Microsoft Office, Stata, Renewable Energy, Real Estate Transactions, Real Estate, Microsoft Word, Valuation, Event Planning, Financial Analysis, Investments
Education
Brown University 2008 — 2012
Bachelor of Arts, Economics and Public Policy
Danish Institute for Study Abroad 2011 — 2011
The Rivers School 2004 — 2008
Dave Westbarn Dave Westbarn's Morgan Stanley Experience March 2003 - Present
Job Software Developer
Industry Financial Services
Experience
Morgan Stanley March 2003 - Present
Global Technologies September 1999 - March 2003
Computer People 1993 - 1994
Education
Brunel University
Morgan Stanley March 2003 - Present
Global Technologies September 1999 - March 2003
Computer People 1993 - 1994
Education
Brunel University
Walter Bopp's Morgan Stanley Experience 1985 - 2006
Job Strategic Advisor, Investor
Industry Investment Banking
Experience
Nalari Health April 2012 - Present
Morgan Stanley 1985 - 2006
Goldman Sachs 1980 - 1985
Citi 1976 - 1980
Skills
Strategy, Venture Capital, Investment Banking, Finance, Capital Markets, Strategic Planning, Mergers & Acquisitions, Investments
Education
Columbia University - Columbia Business School 1974 — 1976
Master of Business Administration (MBA), Finance, Marketing
Brown University 1969 — 1973
Bachelor of Arts (B.A.), Economics
Nalari Health April 2012 - Present
Morgan Stanley 1985 - 2006
Goldman Sachs 1980 - 1985
Citi 1976 - 1980
Skills
Strategy, Venture Capital, Investment Banking, Finance, Capital Markets, Strategic Planning, Mergers & Acquisitions, Investments
Education
Columbia University - Columbia Business School 1974 — 1976
Master of Business Administration (MBA), Finance, Marketing
Brown University 1969 — 1973
Bachelor of Arts (B.A.), Economics
Derek Graddock, CFP® Derek Graddock, CFP®'s Morgan Stanley Experience May 2003 - October 2005
Job CFP® Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Smith Barney October 2005 - December 2006
Sports & Fitness Edge May 2005 - October 2005
Morgan Stanley May 2003 - October 2005
Surefoot LLC October 2004 - May 2005
Skills
Customer Service, Wealth Management, Wealth, Asset Allocation, Finance, Financial Advisory, Investments, Microsoft Excel, Microsoft Office, Mutual Funds, PowerPoint, Series 63, Series 7, Retirement Planning, Alternative Investments, Marketing
Education
University of Vermont 2001 — 2004
BS, Business Administration Finance / Marketing
Bryant University 2000 — 2001
Business Administration
Morgan Stanley Smith Barney October 2005 - December 2006
Sports & Fitness Edge May 2005 - October 2005
Morgan Stanley May 2003 - October 2005
Surefoot LLC October 2004 - May 2005
Skills
Customer Service, Wealth Management, Wealth, Asset Allocation, Finance, Financial Advisory, Investments, Microsoft Excel, Microsoft Office, Mutual Funds, PowerPoint, Series 63, Series 7, Retirement Planning, Alternative Investments, Marketing
Education
University of Vermont 2001 — 2004
BS, Business Administration Finance / Marketing
Bryant University 2000 — 2001
Business Administration
Collin Beardslee Collin Beardslee's Morgan Stanley Experience August 2015 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Archway Investment Fund January 2015 - May 2015
Baystate Financial February 2015 - April 2015
Cohen & Steers, Inc. June 2014 - August 2014
Skills
PowerPoint, Public Speaking, Negotiation, Microsoft Excel, Microsoft Word, Customer Service, Research, Access Database, VBA, SQL, Microsoft Visual Studio, Management, Investments, Microsoft Office, Time Management
Education
Bryant University 2011 — 2015
Bachelor’s Degree, Finance
Long Island Lutheran Middle and Highschool 2007 — 2011
Morgan Stanley August 2015 - Present
Archway Investment Fund January 2015 - May 2015
Baystate Financial February 2015 - April 2015
Cohen & Steers, Inc. June 2014 - August 2014
Skills
PowerPoint, Public Speaking, Negotiation, Microsoft Excel, Microsoft Word, Customer Service, Research, Access Database, VBA, SQL, Microsoft Visual Studio, Management, Investments, Microsoft Office, Time Management
Education
Bryant University 2011 — 2015
Bachelor’s Degree, Finance
Long Island Lutheran Middle and Highschool 2007 — 2011
Nicholas Kennedy Nicholas Kennedy's Morgan Stanley Experience May 2011 - November 2012
Job Consultant for Creative Businesses
Industry Design
Experience
Chen Chen and Kai Williams September 2013 - Present
Cara Marie Piazza September 2013 - Present
Dominick & Dominick LLC 2012 - 2013
Morgan Stanley May 2011 - November 2012
Skills
Microsoft Excel, Textiles, Physics, Dyes, Photoshop, QuickBooks, Shopify, Hand Drafting, Botany, Satire, Blogging
Education
Fashion Institute of Technology 2013 — 2013
Apparel and Textiles
Columbia University in the City of New York 2012 — 2012
Life Sciences
Brown University 2005 — 2009
Bachelor of Arts (BA), Physics
Chen Chen and Kai Williams September 2013 - Present
Cara Marie Piazza September 2013 - Present
Dominick & Dominick LLC 2012 - 2013
Morgan Stanley May 2011 - November 2012
Skills
Microsoft Excel, Textiles, Physics, Dyes, Photoshop, QuickBooks, Shopify, Hand Drafting, Botany, Satire, Blogging
Education
Fashion Institute of Technology 2013 — 2013
Apparel and Textiles
Columbia University in the City of New York 2012 — 2012
Life Sciences
Brown University 2005 — 2009
Bachelor of Arts (BA), Physics
Michelle Kaufman Michelle Kaufman's Morgan Stanley Experience 1993 - 2006
Job Owner, Michelle Kaufman Company
Industry Fine Art
Experience
Michelle Kaufman Company 2007 - Present
Morgan Stanley Investment Management September 1993 - April 2006
Morgan Stanley 1993 - 2006
Morgan Stanley (formerly Dean Witter) 1993 - 2006
Dean Witter InterCapital 1993 - 1997
First Manhattan Company January 1989 - October 1992
Martin Simpson & Company 1987 - 1989
Skills
Portfolio Management, Securities, Entrepreneurship, Investments, Mutual Funds, Asset Management, Art, Photography, Social Media, Asset Managment, Painting, Fundraising, Public Speaking, Business Development, Editing, Research, Non-profits, Marketing, Installation Art
Education
City University of New York-Hunter College 2007 — 2010
Painting, Photography, Video, Installation Art
Bryn Mawr College 1982 — 1986
BA, Economics
Michelle Kaufman Company 2007 - Present
Morgan Stanley Investment Management September 1993 - April 2006
Morgan Stanley 1993 - 2006
Morgan Stanley (formerly Dean Witter) 1993 - 2006
Dean Witter InterCapital 1993 - 1997
First Manhattan Company January 1989 - October 1992
Martin Simpson & Company 1987 - 1989
Skills
Portfolio Management, Securities, Entrepreneurship, Investments, Mutual Funds, Asset Management, Art, Photography, Social Media, Asset Managment, Painting, Fundraising, Public Speaking, Business Development, Editing, Research, Non-profits, Marketing, Installation Art
Education
City University of New York-Hunter College 2007 — 2010
Painting, Photography, Video, Installation Art
Bryn Mawr College 1982 — 1986
BA, Economics
Stacy Hirschberg Stacy Hirschberg's Morgan Stanley Experience January 2011 - Present
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2011 - Present
Barclays Capital June 2010 - December 2010
Societe Generale Corporate & Investment Bank May 2007 - July 2010
Investment Technology Group May 1999 - May 2007
Skills
Databases, Unix, Linux, Perl, Trading Systems, Process Automation, Disaster Recovery, Electronic Trading, ITIL, Market Data, SQL, Microsoft SQL Server, Solaris, Sybase, Unix Shell Scripting, Testing
Education
Bryn Mawr College 1988 — 1992
Bachelor of Arts (BA)
Morgan Stanley January 2011 - Present
Barclays Capital June 2010 - December 2010
Societe Generale Corporate & Investment Bank May 2007 - July 2010
Investment Technology Group May 1999 - May 2007
Skills
Databases, Unix, Linux, Perl, Trading Systems, Process Automation, Disaster Recovery, Electronic Trading, ITIL, Market Data, SQL, Microsoft SQL Server, Solaris, Sybase, Unix Shell Scripting, Testing
Education
Bryn Mawr College 1988 — 1992
Bachelor of Arts (BA)
Ryan Chambers, CIMA® Ryan Chambers, CIMA®'s Morgan Stanley Experience June 2005 - June 2006
Job Vice President, External Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors January 2015 - Present
Allianz Global Investors / PIMCO Investments February 2007 - Present
Merrill Lynch June 2006 - February 2007
Morgan Stanley June 2005 - June 2006
GTECH Corporation September 2004 - March 2005
Education
Johnson & Wales University 2004 — 2005
Bachelors, Financial Services
Bryant University 2000 — 2004
Financial Services
Allianz Global Investors January 2015 - Present
Allianz Global Investors / PIMCO Investments February 2007 - Present
Merrill Lynch June 2006 - February 2007
Morgan Stanley June 2005 - June 2006
GTECH Corporation September 2004 - March 2005
Education
Johnson & Wales University 2004 — 2005
Bachelors, Financial Services
Bryant University 2000 — 2004
Financial Services
Noah J. Caruso Noah J. Caruso's Morgan Stanley Experience 2002 - Present
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2002 - Present
Education
Brown University
Phillips Academy Andover
Morgan Stanley 2002 - Present
Education
Brown University
Phillips Academy Andover
Nicole Shimer's Morgan Stanley Experience March 2014 - August 2015
Job Incoming Analyst, Insight Venture Partners
Industry Financial Services
Experience
Brown's Socially Responsible Investment Fund (SRIF) September 2012 - Present
Brown Daily Herald Inc. September 2012 - Present
Brown Daily Herald Inc. September 2012 - Present
Morgan Stanley March 2014 - August 2015
Brown University Department of Computer Science May 2014 - December 2014
Social Providence August 2013 - January 2014
Project Dance May 2013 - January 2014
Havas PR US June 2013 - August 2013
Turning Point Tutoring September 2011 - June 2012
Berliner Studios July 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Online Research, Photoshop, Photography, Facebook, Research, Management, Blogging, Java
Education
Brown University 2012 — 2016
Computer Science-Economics, Applied Mathematics
Shri Service Corps & Spirit Tree Yoga Center 2014 — 2015
Yoga Teacher 200-hour training
Horace Greeley High School 2008 — 2012
Massachusetts Institute of Technology 2011 — 2011
Women's Technology Program - Electrical Engineering and Computer Science
Brown's Socially Responsible Investment Fund (SRIF) September 2012 - Present
Brown Daily Herald Inc. September 2012 - Present
Brown Daily Herald Inc. September 2012 - Present
Morgan Stanley March 2014 - August 2015
Brown University Department of Computer Science May 2014 - December 2014
Social Providence August 2013 - January 2014
Project Dance May 2013 - January 2014
Havas PR US June 2013 - August 2013
Turning Point Tutoring September 2011 - June 2012
Berliner Studios July 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Online Research, Photoshop, Photography, Facebook, Research, Management, Blogging, Java
Education
Brown University 2012 — 2016
Computer Science-Economics, Applied Mathematics
Shri Service Corps & Spirit Tree Yoga Center 2014 — 2015
Yoga Teacher 200-hour training
Horace Greeley High School 2008 — 2012
Massachusetts Institute of Technology 2011 — 2011
Women's Technology Program - Electrical Engineering and Computer Science
Carol Pepper Carol Pepper's Morgan Stanley Experience July 2000 - February 2001
Job CEO and Founder Pepper International
Industry Investment Management
Experience
The Institute for Life Sciences Collaboration March 2015 - Present
Pepper International March 2001 - Present
Morgan Stanley July 2000 - February 2001
Instinet Incorporated November 1999 - June 2000
Rockefeller & Co., Inc. June 1998 - November 1999
Citi September 1997 - May 1998
PEREGRINE ACQUISITIONS, INC. January 1997 - September 1997
Credit Suisse First Boston January 1995 - December 1996
JP Morgan September 1986 - December 1994
SALOMON BROTHERS INC September 1984 - July 1986
Skills
Estate Planning, Investment Management, Wealth Management, Financial Services, Start-ups, Finance, Banking, Strategy, Family Office, Trusts, Asset Managment, Alternative Investments, Strategic Financial..., Investment Advisory, Business Planning, Credit, Investment Strategies, Retirement Planning, Asset Management, Emerging Markets, Portfolio Management, Equities, Risk Management, New Business Development, Due Diligence, Relationship Management, Management, Financial Planning, Strategic Planning, Personal Finance, Corporate Development, High Net Worth..., Investments, Public Speaking, Executive Management, Strategic Communications, Bonds, Investment Banking, Leadership, Valuation, Stock Market, Financial Analysis, Public Relations, Wealth Preservation..., Capital Markets, Series 63, Marketing Strategy, Luxury Lifestyle, Luxury Goods, Marketing
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Entrepreneurial Studies
Bryn Mawr College 1980 — 1984
BA, Philosophy
The Institute for Life Sciences Collaboration March 2015 - Present
Pepper International March 2001 - Present
Morgan Stanley July 2000 - February 2001
Instinet Incorporated November 1999 - June 2000
Rockefeller & Co., Inc. June 1998 - November 1999
Citi September 1997 - May 1998
PEREGRINE ACQUISITIONS, INC. January 1997 - September 1997
Credit Suisse First Boston January 1995 - December 1996
JP Morgan September 1986 - December 1994
SALOMON BROTHERS INC September 1984 - July 1986
Skills
Estate Planning, Investment Management, Wealth Management, Financial Services, Start-ups, Finance, Banking, Strategy, Family Office, Trusts, Asset Managment, Alternative Investments, Strategic Financial..., Investment Advisory, Business Planning, Credit, Investment Strategies, Retirement Planning, Asset Management, Emerging Markets, Portfolio Management, Equities, Risk Management, New Business Development, Due Diligence, Relationship Management, Management, Financial Planning, Strategic Planning, Personal Finance, Corporate Development, High Net Worth..., Investments, Public Speaking, Executive Management, Strategic Communications, Bonds, Investment Banking, Leadership, Valuation, Stock Market, Financial Analysis, Public Relations, Wealth Preservation..., Capital Markets, Series 63, Marketing Strategy, Luxury Lifestyle, Luxury Goods, Marketing
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Entrepreneurial Studies
Bryn Mawr College 1980 — 1984
BA, Philosophy
Chris Scott-Hansen Chris Scott-Hansen's Morgan Stanley Experience June 2015 - Present
Job Managing Director Morgan Stanley | Head of Retirement Solutions
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley January 2015 - June 2015
Morgan Stanley 2008 - January 2015
Legg Mason Private Portfolio Group 2006 - 2008
ClearBridge Investments 2005 - 2006
Citigroup Asset Management 2001 - 2005
Smith Barney Asset Management 1999 - 2001
Smith Barney Asset Management April 1997 - December 1999
Skills
Managed Accounts, Separately Managed..., Trading, Fund Of Funds, Unified Managed Accounts, Investment Advisory, Asset Managment, Trust Services, Trustee Investments, Portfolio Management, Portfolio Development, Overlay, Investment Strategies, Restructuring, Tax Overlay Portfolio..., Asset Management, Managing Accounts, Investments, Asset Allocation, Alternative Investments, Wealth Management, Series 7, Securities, Mutual Funds, Management, Equities, Financial Services
Education
Bryant University 1994 — 1998
Finance, Accounting, Economics, Statistics, Actuarial Math, Computer Information Systems
Irvington High School (NY) 1990 — 1994
New York University
Italian - Florence Italy
Morgan Stanley June 2015 - Present
Morgan Stanley January 2015 - June 2015
Morgan Stanley 2008 - January 2015
Legg Mason Private Portfolio Group 2006 - 2008
ClearBridge Investments 2005 - 2006
Citigroup Asset Management 2001 - 2005
Smith Barney Asset Management 1999 - 2001
Smith Barney Asset Management April 1997 - December 1999
Skills
Managed Accounts, Separately Managed..., Trading, Fund Of Funds, Unified Managed Accounts, Investment Advisory, Asset Managment, Trust Services, Trustee Investments, Portfolio Management, Portfolio Development, Overlay, Investment Strategies, Restructuring, Tax Overlay Portfolio..., Asset Management, Managing Accounts, Investments, Asset Allocation, Alternative Investments, Wealth Management, Series 7, Securities, Mutual Funds, Management, Equities, Financial Services
Education
Bryant University 1994 — 1998
Finance, Accounting, Economics, Statistics, Actuarial Math, Computer Information Systems
Irvington High School (NY) 1990 — 1994
New York University
Italian - Florence Italy
Kris Hart Kris Hart's Morgan Stanley Experience June 2006 - July 2008
Job CEO at Nextgengolf, Inc
Industry Sports
Experience
Nextgengolf, Inc January 2014 - Present
National Collegiate Club Golf Association January 2013 - Present
The CollegeGolfPass January 2011 - January 2014
Cerulli Associates October 2010 - July 2012
Morgan Stanley Smith Barney July 2008 - October 2010
Morgan Stanley June 2006 - July 2008
Skills
Entrepreneurial Skills, Organizing, Sales Process, Client Retention, Sales Growth, Golf, Personal Finance, Asset Managment, Investments, Entrepreneurship, Alternative Investments, Financial Services, Marketing Strategy, Financial Analysis, Asset Allocation, Relationship Management, Mutual Funds, Finance, Securities, Portfolio Management, Marketing, Customer Retention, Equities, Retirement Planning
Education
Bryant University
Bachelor of Science, Business Administration; Financial Services - Magna Cum Laude
Nextgengolf, Inc January 2014 - Present
National Collegiate Club Golf Association January 2013 - Present
The CollegeGolfPass January 2011 - January 2014
Cerulli Associates October 2010 - July 2012
Morgan Stanley Smith Barney July 2008 - October 2010
Morgan Stanley June 2006 - July 2008
Skills
Entrepreneurial Skills, Organizing, Sales Process, Client Retention, Sales Growth, Golf, Personal Finance, Asset Managment, Investments, Entrepreneurship, Alternative Investments, Financial Services, Marketing Strategy, Financial Analysis, Asset Allocation, Relationship Management, Mutual Funds, Finance, Securities, Portfolio Management, Marketing, Customer Retention, Equities, Retirement Planning
Education
Bryant University
Bachelor of Science, Business Administration; Financial Services - Magna Cum Laude
Claire Van Dyk Claire Van Dyk's Morgan Stanley Experience June 2015 - Present
Job Fund Services Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
CHS Inc. June 2014 - December 2014
CHS Inc. June 2014 - August 2014
Bryant University August 2013 - May 2014
Skills
Finance, Mathematics, Management, Leadership, Teamwork, Accounting, Financial Analysis, Sales
Education
Manhattan College 2014 — 2016
Bachelor of Science (BS), Finance, General
Bryant University 2012 — 2014
Morgan Stanley June 2015 - Present
CHS Inc. June 2014 - December 2014
CHS Inc. June 2014 - August 2014
Bryant University August 2013 - May 2014
Skills
Finance, Mathematics, Management, Leadership, Teamwork, Accounting, Financial Analysis, Sales
Education
Manhattan College 2014 — 2016
Bachelor of Science (BS), Finance, General
Bryant University 2012 — 2014
Jason Gilmartin's Morgan Stanley Experience August 2012 - September 2013
Job Regional Vice President Advisor Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds January 2015 - Present
The Hartford Funds September 2013 - January 2015
Morgan Stanley August 2012 - September 2013
United Nations Principles for Responsible Investment August 2011 - January 2012
Finnergy Ltd, LED June 2010 - July 2010
Rhode Island World Trade Center July 2008 - August 2008
Rhode Island World Trade Center June 2007 - August 2007
Rogge Global Partners July 2005 - August 2005
Skills
Finance, Market Research, International Business, Financial Modeling, Financial Analysis, Investments, Valuation, Economics, Due Diligence, Risk Management, Corporate Finance, Equities, Fixed Income, Modeling, Microsoft Excel, Series 7, Series 63, Mutual Funds, Sales, Asset Management
Education
Bryant University 2007 — 2011
Bachelor of Science in Business Administration, International Business, Finance, Spanish
Westminster School 2003 — 2007
High School Diploma
Hartford Funds January 2015 - Present
The Hartford Funds September 2013 - January 2015
Morgan Stanley August 2012 - September 2013
United Nations Principles for Responsible Investment August 2011 - January 2012
Finnergy Ltd, LED June 2010 - July 2010
Rhode Island World Trade Center July 2008 - August 2008
Rhode Island World Trade Center June 2007 - August 2007
Rogge Global Partners July 2005 - August 2005
Skills
Finance, Market Research, International Business, Financial Modeling, Financial Analysis, Investments, Valuation, Economics, Due Diligence, Risk Management, Corporate Finance, Equities, Fixed Income, Modeling, Microsoft Excel, Series 7, Series 63, Mutual Funds, Sales, Asset Management
Education
Bryant University 2007 — 2011
Bachelor of Science in Business Administration, International Business, Finance, Spanish
Westminster School 2003 — 2007
High School Diploma
Marissa Cohen Marissa Cohen's Morgan Stanley Experience May 2013 - June 2013
Job Student at Bryant University
Industry
Experience
PwC June 2014 - August 2014
Palmetto, Mollo, Molinaro & Passarello, LLP May 2013 - June 2013
Morgan Stanley May 2013 - June 2013
Merrick Woods Country Day Camp 2009 - 2013
Temple B'nai Torah 2005 - 2011
Skills
Microsoft Word, Leadership, Analysis, Microsoft Excel, Management, Strategic Planning, Time Management, QuickBooks, PowerPoint, Public Speaking, Teamwork, Microsoft Office, Research
Education
Bryant University 2011 — 2015
Bachelor’s Degree, Major: Accounting Minors: Finance and Applied Statistics
W. C. Mepham High School 2007 — 2011
PwC June 2014 - August 2014
Palmetto, Mollo, Molinaro & Passarello, LLP May 2013 - June 2013
Morgan Stanley May 2013 - June 2013
Merrick Woods Country Day Camp 2009 - 2013
Temple B'nai Torah 2005 - 2011
Skills
Microsoft Word, Leadership, Analysis, Microsoft Excel, Management, Strategic Planning, Time Management, QuickBooks, PowerPoint, Public Speaking, Teamwork, Microsoft Office, Research
Education
Bryant University 2011 — 2015
Bachelor’s Degree, Major: Accounting Minors: Finance and Applied Statistics
W. C. Mepham High School 2007 — 2011
Samuel Plotner Samuel Plotner's Morgan Stanley Experience June 2014 - Present
Job Leveraged Finance Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Brown University Economics Department September 2012 - May 2014
Brown Daily Herald January 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Generation Investment Management August 2012 - August 2012
London Mining Plc June 2012 - July 2012
Caravel Management LLC June 2011 - August 2011
Ubuntu Education Fund May 2010 - July 2010
Skills
Social Media, Nonprofits
Education
Brown University 2010 — 2014
B.A, Mathematical Economics
The American School in London 2005 — 2009
H.S. Diploma
Morgan Stanley June 2014 - Present
Brown University Economics Department September 2012 - May 2014
Brown Daily Herald January 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Generation Investment Management August 2012 - August 2012
London Mining Plc June 2012 - July 2012
Caravel Management LLC June 2011 - August 2011
Ubuntu Education Fund May 2010 - July 2010
Skills
Social Media, Nonprofits
Education
Brown University 2010 — 2014
B.A, Mathematical Economics
The American School in London 2005 — 2009
H.S. Diploma
Alec Rosenbruch Alec Rosenbruch's Morgan Stanley Experience December 2012 - April 2013
Job Equity Research Associate at Dowling & Partners
Industry Investment Banking
Experience
Dowling & Partners 2014 - Present
Morgan Stanley December 2012 - April 2013
The Bison Companies March 2012 - August 2012
Skills
Cross-functional Team..., Team Leadership, Microsoft Excel, Financial Modeling, Microsoft Word, Deal Sourcing, Salesforce.com, DCF Valuation
Education
Bryant University 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Dowling & Partners 2014 - Present
Morgan Stanley December 2012 - April 2013
The Bison Companies March 2012 - August 2012
Skills
Cross-functional Team..., Team Leadership, Microsoft Excel, Financial Modeling, Microsoft Word, Deal Sourcing, Salesforce.com, DCF Valuation
Education
Bryant University 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Jeffrey Boudjouk Jeffrey Boudjouk's Morgan Stanley Experience January 1997 - August 2007
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services August 2007 - Present
Morgan Stanley January 1997 - August 2007
Education
Bryant University 1994 — 1998
Bachelor of Science (B.S.), Finance
Lincoln High School 1990 — 1994
UBS Financial Services August 2007 - Present
Morgan Stanley January 1997 - August 2007
Education
Bryant University 1994 — 1998
Bachelor of Science (B.S.), Finance
Lincoln High School 1990 — 1994
Paula Tavares, MBA, AAMS® Paula Tavares, MBA, AAMS®'s Morgan Stanley Experience February 2007 - February 2009
Job Registered Representative at VOYA Financial Advisors
Industry Financial Services
Experience
Voya Financial October 2011 - Present
Sylvia & Company Insurance Agency Inc March 2009 - October 2011
Morgan Stanley February 2007 - February 2009
Smith Barney April 2005 - February 2007
Education
Bryant University 2006 — 2008
Masters in Business Administration
University of Massachusetts Dartmouth 2001 — 2005
Bachelor of Science, Accounting
Voya Financial October 2011 - Present
Sylvia & Company Insurance Agency Inc March 2009 - October 2011
Morgan Stanley February 2007 - February 2009
Smith Barney April 2005 - February 2007
Education
Bryant University 2006 — 2008
Masters in Business Administration
University of Massachusetts Dartmouth 2001 — 2005
Bachelor of Science, Accounting
Raina Chauhan Raina Chauhan's Morgan Stanley Experience 2008 - 2008
Job Senior Video Campaign Manager & Analyst at Tubular Labs
Industry Entertainment
Experience
Tubular Labs 2015 - Present
Viacom 2012 - 2014
Viacom 2011 - 2014
Viacom 2011 - 2011
Time Inc. 2010 - 2010
Intelius 2009 - 2009
Morgan Stanley 2008 - 2008
Skills
Social Media, Research, Microsoft Excel, Analytics, PowerPoint, Microsoft Office, Data Analysis, Web Analytics, Google Analytics, SEM, Marketing
Education
Bryn Mawr College 2007 — 2011
B.A.
The London School of Economics and Political Science (LSE) 2009 — 2010
General Course
Forest Ridge School of the Sacred Heart 2001 — 2007
Tubular Labs 2015 - Present
Viacom 2012 - 2014
Viacom 2011 - 2014
Viacom 2011 - 2011
Time Inc. 2010 - 2010
Intelius 2009 - 2009
Morgan Stanley 2008 - 2008
Skills
Social Media, Research, Microsoft Excel, Analytics, PowerPoint, Microsoft Office, Data Analysis, Web Analytics, Google Analytics, SEM, Marketing
Education
Bryn Mawr College 2007 — 2011
B.A.
The London School of Economics and Political Science (LSE) 2009 — 2010
General Course
Forest Ridge School of the Sacred Heart 2001 — 2007
Deborah Goodman Deborah Goodman's Morgan Stanley Experience February 2009 - June 2009
Job President at Midd Advertising
Industry Marketing and Advertising
Experience
Midd Advertising August 2009 - Present
Morgan Stanley February 2009 - June 2009
Morgan Stanley 2006 - 2009
Morgan Stanley 2004 - 2006
Morgan Stanley 2003 - 2004
Morgan Stanley 2001 - 2003
Morgan Stanley 2000 - 2001
IT Frontier 1999 - 1999
Victoria's Secret 1994 - 1999
Skills
Risk Management, Portfolio Management, Finance, Due Diligence, Credit, CRM, Leadership, Management, Loans, Valuation, Mortgage Lending, Analysis, Financial Risk, Credit Risk, Financial Services
Education
Bryn Mawr College 1995 — 1999
Bachelor of Arts, Economics and French
Nova Southeastern University High School 1991 — 1995
Midd Advertising August 2009 - Present
Morgan Stanley February 2009 - June 2009
Morgan Stanley 2006 - 2009
Morgan Stanley 2004 - 2006
Morgan Stanley 2003 - 2004
Morgan Stanley 2001 - 2003
Morgan Stanley 2000 - 2001
IT Frontier 1999 - 1999
Victoria's Secret 1994 - 1999
Skills
Risk Management, Portfolio Management, Finance, Due Diligence, Credit, CRM, Leadership, Management, Loans, Valuation, Mortgage Lending, Analysis, Financial Risk, Credit Risk, Financial Services
Education
Bryn Mawr College 1995 — 1999
Bachelor of Arts, Economics and French
Nova Southeastern University High School 1991 — 1995
Mira Zaslove Mira Zaslove's Morgan Stanley Experience 2002 - 2004
Job Manager
Industry Internet
Experience
FabExchange 2013 - 2014
CAE 2009 - 2012
Pay By Touch 2004 - 2008
Capital Group 2004 - 2004
Morgan Stanley 2002 - 2004
Robertson Stephens 2000 - 2002
Skills
New Business Development, Contract Negotiation, Account Management, Product Marketing, International Sales, Technology..., Hiring, Training & Development, Pricing Strategy, Digital Photography, Market Research, Travel, Recruiting, Employee Training, Lead Generation, Business Development, Sales, Product Development, Negotiation, Sales Process, Sales Management, Product Management, Strategic Planning, Management, Start-ups, Business Strategy, Training, Semiconductors, CRM, Strategy, SaaS, Enterprise Software, Sales Operations, Salesforce.com, Entrepreneurship, Cloud Computing, Marketing Strategy, Competitive Analysis, Leadership, Solution Selling
Education
Brown University
Bachelor of Arts (B.A.) in History
Stanford University
Summer Program in Economics
FabExchange 2013 - 2014
CAE 2009 - 2012
Pay By Touch 2004 - 2008
Capital Group 2004 - 2004
Morgan Stanley 2002 - 2004
Robertson Stephens 2000 - 2002
Skills
New Business Development, Contract Negotiation, Account Management, Product Marketing, International Sales, Technology..., Hiring, Training & Development, Pricing Strategy, Digital Photography, Market Research, Travel, Recruiting, Employee Training, Lead Generation, Business Development, Sales, Product Development, Negotiation, Sales Process, Sales Management, Product Management, Strategic Planning, Management, Start-ups, Business Strategy, Training, Semiconductors, CRM, Strategy, SaaS, Enterprise Software, Sales Operations, Salesforce.com, Entrepreneurship, Cloud Computing, Marketing Strategy, Competitive Analysis, Leadership, Solution Selling
Education
Brown University
Bachelor of Arts (B.A.) in History
Stanford University
Summer Program in Economics
Tafadzwa Gwisai Tafadzwa Gwisai's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
The Scottish Parliament January 2013 - June 2013
Brown University August 2012 - February 2013
Morgan Stanley June 2012 - August 2012
Brown University August 2011 - May 2012
Wisdom Microfinance Institution (S.C.) - World Vision International May 2011 - August 2011
Skills
Bloomberg, Financial Modeling, Valuation, Alternative Investments, Economics, Corporate Finance, Investment Banking, Capital IQ, Stata, Quantitative Analytics, Emerging Markets
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Economics and Bachelor of Arts (B.A.), Political Science
The University of Edinburgh 2013 — 2013
Parliamentary Programme
Waterford Kamhlaba United World College of Southern Africa 2008 — 2009
International Baccalaureate Diploma (I.B.)
Peterhouse 2003 — 2007
International General Certificate of Secondary Education (IGCSE)
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
The Scottish Parliament January 2013 - June 2013
Brown University August 2012 - February 2013
Morgan Stanley June 2012 - August 2012
Brown University August 2011 - May 2012
Wisdom Microfinance Institution (S.C.) - World Vision International May 2011 - August 2011
Skills
Bloomberg, Financial Modeling, Valuation, Alternative Investments, Economics, Corporate Finance, Investment Banking, Capital IQ, Stata, Quantitative Analytics, Emerging Markets
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Economics and Bachelor of Arts (B.A.), Political Science
The University of Edinburgh 2013 — 2013
Parliamentary Programme
Waterford Kamhlaba United World College of Southern Africa 2008 — 2009
International Baccalaureate Diploma (I.B.)
Peterhouse 2003 — 2007
International General Certificate of Secondary Education (IGCSE)
Stephen Messinger Stephen Messinger's Morgan Stanley Experience May 1998 - August 2001
Job Managing Director at Beacon Consulting Group
Industry Financial Services
Experience
Beacon Consulting Group March 2015 - Present
Beacon Consulting Group May 2014 - March 2015
BlackRock March 2011 - January 2014
Barclays Global Investors (now BlackRock) June 2007 - March 2011
Ernst & Young May 2005 - June 2007
Deutsche Bank August 2001 - December 2004
Morgan Stanley May 1998 - August 2001
Mercer Management Consulting (now Oliver Wyman) September 1994 - April 1998
Skills
Strategy, Management, Financial Services, Competitive Analysis, Product Management, Business Strategy, Change Management, ETFs, Project Management, Asset Management, Management Consulting, M&A execution, Strategic Planning, Analysis, Risk Management, Cost Efficiency, CRM, Marketing Strategy, Staff Development, Strategic Negotiations, Operations Management, Sales Operations, Performance Improvement, Business Launch, Leadership, Investments, Equities, Mergers & Acquisitions
Education
Wharton School 1992 — 1994
MBA, Finance, Strategic Planning
Columbia Unversity, School of International & Public Affairs 1987 — 1989
MIA, Russian Studies
Brown University 1981 — 1985
BA, History
Beacon Consulting Group March 2015 - Present
Beacon Consulting Group May 2014 - March 2015
BlackRock March 2011 - January 2014
Barclays Global Investors (now BlackRock) June 2007 - March 2011
Ernst & Young May 2005 - June 2007
Deutsche Bank August 2001 - December 2004
Morgan Stanley May 1998 - August 2001
Mercer Management Consulting (now Oliver Wyman) September 1994 - April 1998
Skills
Strategy, Management, Financial Services, Competitive Analysis, Product Management, Business Strategy, Change Management, ETFs, Project Management, Asset Management, Management Consulting, M&A execution, Strategic Planning, Analysis, Risk Management, Cost Efficiency, CRM, Marketing Strategy, Staff Development, Strategic Negotiations, Operations Management, Sales Operations, Performance Improvement, Business Launch, Leadership, Investments, Equities, Mergers & Acquisitions
Education
Wharton School 1992 — 1994
MBA, Finance, Strategic Planning
Columbia Unversity, School of International & Public Affairs 1987 — 1989
MIA, Russian Studies
Brown University 1981 — 1985
BA, History
Ralph W. Johnston III, CFP®'s Morgan Stanley Experience February 2000 - November 2000
Job Certified Financial Planner™, Senior Vice President
Industry Financial Services
Experience
Reservoir Financial, LLC August 2015 - Present
Savings Institute Bank & Trust Company November 2008 - August 2015
Savings Institute Bank & Trust Company June 2004 - October 2013
Savings Institute Bank & Trust Company June 2004 - November 2008
Savings Institute Bank & Trust Company November 2000 - June 2004
Morgan Stanley February 2000 - November 2000
Citizens Bank June 1998 - February 2000
Skills
Portfolio Management, Investments, Banking, Finance, Insurance, Strategic Financial..., Loans, Financial Analysis, Fixed Income, Equities, Financial Planning, Business Development, Strategic Planning
Education
Bryant University 1990 — 1994
B.S. Business Administration, Finance
College for Financial Planning 2006 — 2008
Certificant, To qualify for CFP board exam
Connecticut School of Finance and Management 2003 — 2005
Graduate, Finance & Management
Center for Financial Training 2000 — 2004
Certificant, Consumer Lending and Financial Services
Reservoir Financial, LLC August 2015 - Present
Savings Institute Bank & Trust Company November 2008 - August 2015
Savings Institute Bank & Trust Company June 2004 - October 2013
Savings Institute Bank & Trust Company June 2004 - November 2008
Savings Institute Bank & Trust Company November 2000 - June 2004
Morgan Stanley February 2000 - November 2000
Citizens Bank June 1998 - February 2000
Skills
Portfolio Management, Investments, Banking, Finance, Insurance, Strategic Financial..., Loans, Financial Analysis, Fixed Income, Equities, Financial Planning, Business Development, Strategic Planning
Education
Bryant University 1990 — 1994
B.S. Business Administration, Finance
College for Financial Planning 2006 — 2008
Certificant, To qualify for CFP board exam
Connecticut School of Finance and Management 2003 — 2005
Graduate, Finance & Management
Center for Financial Training 2000 — 2004
Certificant, Consumer Lending and Financial Services
Ian Small Ian Small's Morgan Stanley Experience September 2004 - March 2007
Job Managing Director Canada at White Stratus
Industry Information Technology and Services
Experience
White Stratus March 2014 - Present
White Stratus September 2013 - March 2014
Withrow Park Consulting April 2009 - September 2013
Sheepdoginc.ca February 2010 - July 2012
KPMG January 2008 - March 2009
Morgan Stanley September 2004 - March 2007
Lehman Brothers October 1996 - August 2004
British Steel April 1991 - September 1996
Skills
IT Strategy, Cloud Computing, Program Management, IT Management, Process Improvement, ITIL, Change Management, IT Service Management, Business Analysis, Continuous Improvement, IT Operations, IT Outsourcing, Consulting, Creative Problem Solving, CRM, Project Management
Education
Brunel University London 1990 — 1994
Computing in Business, (Computer Studies, Maths, Economics, Accounts, Behavioural Studies)
White Stratus March 2014 - Present
White Stratus September 2013 - March 2014
Withrow Park Consulting April 2009 - September 2013
Sheepdoginc.ca February 2010 - July 2012
KPMG January 2008 - March 2009
Morgan Stanley September 2004 - March 2007
Lehman Brothers October 1996 - August 2004
British Steel April 1991 - September 1996
Skills
IT Strategy, Cloud Computing, Program Management, IT Management, Process Improvement, ITIL, Change Management, IT Service Management, Business Analysis, Continuous Improvement, IT Operations, IT Outsourcing, Consulting, Creative Problem Solving, CRM, Project Management
Education
Brunel University London 1990 — 1994
Computing in Business, (Computer Studies, Maths, Economics, Accounts, Behavioural Studies)
Mark Goldberg Mark Goldberg's Morgan Stanley Experience 2007 - 2010
Job Lead, Business Strategy & Operations at Dropbox
Industry Venture Capital & Private Equity
Ruth Calaman Ruth Calaman's Morgan Stanley Experience August 1998 - March 2005
Job Chief Compliance Officer, Evercore Wealth Management, LLC & Evercore Trust Company, N.A. at Evercore Partners
Industry Investment Management
Experience
Evercore Partners February 2011 - Present
Goldman Sachs April 2005 - February 2011
Morgan Stanley August 1998 - March 2005
Education
Saint John's University School of Law 1995 — 1998
J.D., Law
Brown University 1984 — 1988
A.B., Latin American Studies
Evercore Partners February 2011 - Present
Goldman Sachs April 2005 - February 2011
Morgan Stanley August 1998 - March 2005
Education
Saint John's University School of Law 1995 — 1998
J.D., Law
Brown University 1984 — 1988
A.B., Latin American Studies
Patrick Shattenkirk Patrick Shattenkirk's Morgan Stanley Experience 1980 - 1998
Job Managing Director at Hycroft
Industry Investment Banking
Experience
Hycroft 2013 - Present
Secondcap Limited 2011 - 2012
Vestar Capital Partners 2007 - 2010
Cogent Partners July 2003 - April 2007
Deutsche Bank 1999 - 2003
Morgan Stanley 1980 - 1998
Education
University of Pennsylvania - The Wharton School 1980 — 1982
Master of Business Administration (MBA), Finance/Accounting
Brown University 1973 — 1978
AB, Economics/English
Hycroft 2013 - Present
Secondcap Limited 2011 - 2012
Vestar Capital Partners 2007 - 2010
Cogent Partners July 2003 - April 2007
Deutsche Bank 1999 - 2003
Morgan Stanley 1980 - 1998
Education
University of Pennsylvania - The Wharton School 1980 — 1982
Master of Business Administration (MBA), Finance/Accounting
Brown University 1973 — 1978
AB, Economics/English
Ali Khan's Morgan Stanley Experience 2005 - 2007
Job Director, Business Intelligence and Analytics at Scholastic
Industry Publishing
Experience
Bank of America Merrill Lynch 2011 - 2013
Liquidnet 2007 - 2010
Morgan Stanley 2005 - 2007
IBM 2000 - 2005
Kroll 1998 - 2000
National Securities 1996 - 1998
Skills
Business Intelligence, Data Warehousing, Databases, Agile Methodologies, Enterprise Architecture, ETL, Data Modeling, SDLC, Software Development, Scrum, DB2, Microsoft SQL Server, Informatica, Reference Data, Business Analysis, IT Strategy, Oracle, MySQL, Sybase, Data Integration, Data Quality, Teradata, Cognos, SQL, Software Project..., PL/SQL, Database Engineering, Database Design, Performance Tuning, Linux, Unix, Big Data, Agile Project Management, SOA, Strategy, Kanban, Offshore Software..., SQL Server, Master Data Management, Analytics, Hadoop, Hive, Lean Thinking, Equity Trading Systems, Scalability, Python, Shell, SAS, R, PHP
Education
Udacity
Coursera
Brunel University London 1992 — 1996
B.Sc. (Hons), Computer Science, Management
Langdon Comprehensive 1990 — 1992
"A" Levels, English Literature, Mathematics, Economics
Bank of America Merrill Lynch 2011 - 2013
Liquidnet 2007 - 2010
Morgan Stanley 2005 - 2007
IBM 2000 - 2005
Kroll 1998 - 2000
National Securities 1996 - 1998
Skills
Business Intelligence, Data Warehousing, Databases, Agile Methodologies, Enterprise Architecture, ETL, Data Modeling, SDLC, Software Development, Scrum, DB2, Microsoft SQL Server, Informatica, Reference Data, Business Analysis, IT Strategy, Oracle, MySQL, Sybase, Data Integration, Data Quality, Teradata, Cognos, SQL, Software Project..., PL/SQL, Database Engineering, Database Design, Performance Tuning, Linux, Unix, Big Data, Agile Project Management, SOA, Strategy, Kanban, Offshore Software..., SQL Server, Master Data Management, Analytics, Hadoop, Hive, Lean Thinking, Equity Trading Systems, Scalability, Python, Shell, SAS, R, PHP
Education
Udacity
Coursera
Brunel University London 1992 — 1996
B.Sc. (Hons), Computer Science, Management
Langdon Comprehensive 1990 — 1992
"A" Levels, English Literature, Mathematics, Economics
Patrick Conroy Patrick Conroy's Morgan Stanley Experience July 2013 - July 2014
Job Associate at Revolution LLC
Industry Investment Management
Experience
Revolution LLC September 2014 - Present
Morgan Stanley July 2013 - July 2014
Morgan Stanley July 2011 - July 2013
Elm Ridge Capital Management June 2010 - August 2010
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Capital IQ, Bloomberg, Thomson One Banker, Private Equity, Venture Capital
Education
Brown University 2007 — 2011
B.A., Business Economics
Loudoun Valley High School 2003 — 2007
Revolution LLC September 2014 - Present
Morgan Stanley July 2013 - July 2014
Morgan Stanley July 2011 - July 2013
Elm Ridge Capital Management June 2010 - August 2010
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Capital IQ, Bloomberg, Thomson One Banker, Private Equity, Venture Capital
Education
Brown University 2007 — 2011
B.A., Business Economics
Loudoun Valley High School 2003 — 2007
Raymond Han's Morgan Stanley Experience June 2014 - July 2015
Job Analyst, Fixed Income
Industry Financial Services
Experience
Morgan Stanley June 2014 - July 2015
Tibra Capital September 2013 - March 2014
Toro Trading LLC June 2012 - August 2012
Empirasign Strategies June 2011 - August 2011
Skills
Java, Matlab, Windows, C, Research, Python, SQL, Microsoft Excel, Derivatives, Financial Modeling
Education
Brown University 2009 — 2013
Bachelor of Science (B.Sc.), Applied Mathematics, Computer Science
Stuyvesant High School 2005 — 2009
Morgan Stanley June 2014 - July 2015
Tibra Capital September 2013 - March 2014
Toro Trading LLC June 2012 - August 2012
Empirasign Strategies June 2011 - August 2011
Skills
Java, Matlab, Windows, C, Research, Python, SQL, Microsoft Excel, Derivatives, Financial Modeling
Education
Brown University 2009 — 2013
Bachelor of Science (B.Sc.), Applied Mathematics, Computer Science
Stuyvesant High School 2005 — 2009
Michele Mieuli Michele Mieuli's Morgan Stanley Experience July 2003 - July 2004
Job
Industry Computer Software
Experience
Castlight Health June 2015 - Present
GCA Savvian September 2010 - February 2015
GCA Savvian March 2007 - September 2010
UBS Investment Bank 2006 - 2007
Morgan Stanley July 2003 - July 2004
Goldman Sachs 2000 - 2003
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Bryn Mawr College 1996 — 2000
BA
Archbishop Mitty
Castlight Health June 2015 - Present
GCA Savvian September 2010 - February 2015
GCA Savvian March 2007 - September 2010
UBS Investment Bank 2006 - 2007
Morgan Stanley July 2003 - July 2004
Goldman Sachs 2000 - 2003
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Bryn Mawr College 1996 — 2000
BA
Archbishop Mitty
Kay Mutton Kay Mutton's Morgan Stanley Experience May 2014 - Present
Job Senior Registered Associate
Industry Investment Banking
Experience
Morgan Stanley May 2014 - Present
UBS Financial Services September 2008 - May 2012
Merrill Lynch September 2001 - September 2008
Smith Barney September 1998 - September 2001
CIBC World Markets May 1995 - September 1998
Bear Stearns October 1983 - May 1995
Skills
Series 7, Fixed Income, Series 63, Securities, Mutual Funds, Wealth Management, Uniform Combined State..., FINRA, Retirement Planning, Customer Service, Coaching, Fundraising, Equities, Bloomberg, Non-profits, Asset Allocation, CRM
Education
Bryant & Stratton College 1963 — 1965
Morgan Stanley May 2014 - Present
UBS Financial Services September 2008 - May 2012
Merrill Lynch September 2001 - September 2008
Smith Barney September 1998 - September 2001
CIBC World Markets May 1995 - September 1998
Bear Stearns October 1983 - May 1995
Skills
Series 7, Fixed Income, Series 63, Securities, Mutual Funds, Wealth Management, Uniform Combined State..., FINRA, Retirement Planning, Customer Service, Coaching, Fundraising, Equities, Bloomberg, Non-profits, Asset Allocation, CRM
Education
Bryant & Stratton College 1963 — 1965
Robert Goeren's Morgan Stanley Experience September 2015 - Present
Job Employee @ Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Skills
Finance, Fitness Training, Lacrosse, Communication Skills, Community Development, Big Brother, Spanish-English, Social Media, Strategic Planning, Small Business, Financial Advisory, Investments, Portfolio Management, Social Networking, Financial Markets, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking
Education
Bryant University 2010 — 2014
Bachelor of Science (BS), Financial Planning and Services
Bryant University 2010 — 2014
Bachelor's degree, Finance, General
Morgan Stanley September 2015 - Present
Skills
Finance, Fitness Training, Lacrosse, Communication Skills, Community Development, Big Brother, Spanish-English, Social Media, Strategic Planning, Small Business, Financial Advisory, Investments, Portfolio Management, Social Networking, Financial Markets, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking
Education
Bryant University 2010 — 2014
Bachelor of Science (BS), Financial Planning and Services
Bryant University 2010 — 2014
Bachelor's degree, Finance, General
Matt Mullenax's Morgan Stanley Experience June 2008 - December 2008
Job Senior Associate at Winona Capital Management
Industry Venture Capital & Private Equity
Experience
Winona Capital Management July 2012 - July 2015
UBS March 2010 - June 2012
Bonobos January 2009 - March 2010
Morgan Stanley June 2008 - December 2008
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, Equities, Venture Capital, Due Diligence, Bloomberg, Capital Markets, Corporate Development, Financial Analysis, Finance, Mergers & Acquisitions, Investments
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Brown University 2004 — 2008
BA, Economics
Anderson High School 2000 — 2004
Winona Capital Management July 2012 - July 2015
UBS March 2010 - June 2012
Bonobos January 2009 - March 2010
Morgan Stanley June 2008 - December 2008
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, Equities, Venture Capital, Due Diligence, Bloomberg, Capital Markets, Corporate Development, Financial Analysis, Finance, Mergers & Acquisitions, Investments
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Brown University 2004 — 2008
BA, Economics
Anderson High School 2000 — 2004
Liz Napoletano Liz Napoletano's Morgan Stanley Experience March 2013 - February 2015
Job Marketing Manager, Sponsorship Marketing at Gartner
Industry Marketing and Advertising
Experience
Gartner February 2015 - Present
Morgan Stanley March 2013 - February 2015
Wellesley Information Services February 2011 - March 2013
Luxury Mortgage Corp September 2009 - February 2011
Skills
Salesforce.com, SEO, Microsoft Office, StrongMail, Google Analytics, HTML
Education
Bryant University 2005 — 2009
Bachelor of Science in Business Administration, Marketing
Gartner February 2015 - Present
Morgan Stanley March 2013 - February 2015
Wellesley Information Services February 2011 - March 2013
Luxury Mortgage Corp September 2009 - February 2011
Skills
Salesforce.com, SEO, Microsoft Office, StrongMail, Google Analytics, HTML
Education
Bryant University 2005 — 2009
Bachelor of Science in Business Administration, Marketing
Subha Ghosh-Kohli Subha Ghosh-Kohli's Morgan Stanley Experience July 2001 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2001 - Present
Skills
Alternative Investments, Bloomberg, Capital Markets, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Valuation, Series 7
Education
Brown University 1997 — 2001
Applied Math-Economics
Morgan Stanley July 2001 - Present
Skills
Alternative Investments, Bloomberg, Capital Markets, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Valuation, Series 7
Education
Brown University 1997 — 2001
Applied Math-Economics
Steven Zhu Steven Zhu's Morgan Stanley Experience 2012 - 2013
Job SVP at Bank of America
Industry Financial Services
Experience
Bank of America 2013 - Present
Morgan Stanley 2012 - 2013
Bank of America Merrill Lynch 2002 - 2012
Bank of America 2009 - 2009
Bank of America 2003 - 2009
Financial Institutions 1993 - 2003
Skills
Market Risk, Derivatives, Commodity, Fixed Income, Hedging, Commodity Markets, Quantitative Finance, Financial Risk, Basel II, Interest Rate..., Credit Risk, Counterparty Risk, Portfolio Management, Risk Management, VAR, FX Options, Trading
Education
MIT Sloan School of Management 1992 — 1993
Visiting Scholar in Financial Economics
Brown University
PhD, Division of Applied Mathematics
Case Western Reserve University
M.S, Operations Research
Peking University
Bachelor of Science (B.S.), Mathematics
Bank of America 2013 - Present
Morgan Stanley 2012 - 2013
Bank of America Merrill Lynch 2002 - 2012
Bank of America 2009 - 2009
Bank of America 2003 - 2009
Financial Institutions 1993 - 2003
Skills
Market Risk, Derivatives, Commodity, Fixed Income, Hedging, Commodity Markets, Quantitative Finance, Financial Risk, Basel II, Interest Rate..., Credit Risk, Counterparty Risk, Portfolio Management, Risk Management, VAR, FX Options, Trading
Education
MIT Sloan School of Management 1992 — 1993
Visiting Scholar in Financial Economics
Brown University
PhD, Division of Applied Mathematics
Case Western Reserve University
M.S, Operations Research
Peking University
Bachelor of Science (B.S.), Mathematics
Michael Bidun Michael Bidun's Morgan Stanley Experience January 2004 - January 2009
Job Managing Member at Tapestry Data, LLC.
Industry Financial Services
Experience
Tapestry Data, LLC November 2013 - Present
Citigroup April 2011 - November 2013
Bank of America October 2010 - February 2011
Barclays Capital June 2009 - June 2010
Morgan Stanley January 2004 - January 2009
Freddie Mac April 2003 - October 2003
Fannie Mae February 2002 - April 2003
Credit Suisse 1998 - 1999
UBS Securities LLC 1997 - 1999
JP Morgan 1992 - 1995
Skills
Derivatives, Risk Management, Market Risk, Program Management, Operational Risk..., Financial Risk, Basel II, Fixed Income, Credit Risk, Vendor Management, Portfolio Management, Financial Services, Equity Derivatives, Credit Derivatives, Management, Data Analysis, Operational Risk, Disaster Recovery, Enterprise Risk..., Analysis, Quantitative Analysis, Data Quality, Analytics, Trading Systems, Capital Markets, Strategy, Mortgage Banking, Key Risk Indicator..., Operational Risk..., Risk Reporting, Risk Aggregation, Supply Management, Trading, Interest Rate..., Investment Banking, Finance, Integration, Sybase, Hedge Funds, Enterprise Software, Prime Brokerage, Supplier Management, Recruiting, Technical Recruiting, Consulting, Business Analysis, Leadership, SDLC, IT Strategy
Education
Brown University 1981 — 1985
BS, Computer Science
wilde lake high school
Tapestry Data, LLC November 2013 - Present
Citigroup April 2011 - November 2013
Bank of America October 2010 - February 2011
Barclays Capital June 2009 - June 2010
Morgan Stanley January 2004 - January 2009
Freddie Mac April 2003 - October 2003
Fannie Mae February 2002 - April 2003
Credit Suisse 1998 - 1999
UBS Securities LLC 1997 - 1999
JP Morgan 1992 - 1995
Skills
Derivatives, Risk Management, Market Risk, Program Management, Operational Risk..., Financial Risk, Basel II, Fixed Income, Credit Risk, Vendor Management, Portfolio Management, Financial Services, Equity Derivatives, Credit Derivatives, Management, Data Analysis, Operational Risk, Disaster Recovery, Enterprise Risk..., Analysis, Quantitative Analysis, Data Quality, Analytics, Trading Systems, Capital Markets, Strategy, Mortgage Banking, Key Risk Indicator..., Operational Risk..., Risk Reporting, Risk Aggregation, Supply Management, Trading, Interest Rate..., Investment Banking, Finance, Integration, Sybase, Hedge Funds, Enterprise Software, Prime Brokerage, Supplier Management, Recruiting, Technical Recruiting, Consulting, Business Analysis, Leadership, SDLC, IT Strategy
Education
Brown University 1981 — 1985
BS, Computer Science
wilde lake high school
David M. Hill, CFP® David M. Hill, CFP®'s Morgan Stanley Experience May 2000 - July 2001
Job Financial Advisor at Brinton Eaton
Industry Financial Services
Experience
Brinton Eaton May 2006 - Present
Mellon Financial November 2001 - April 2006
Morgan Stanley May 2000 - July 2001
Buck Consultants July 1996 - May 2000
Skills
Asset Allocation, Retirement Planning, Investment Strategies, Financial Planning, Estate Planning, Tax Planning, Strategic Financial..., Financial Planners, Investment Management
Education
Rutgers University-New Brunswick 1993 — 1996
BA, Economics
Bryant University 1991 — 1993
Economics
Scotch Plains-Fanwood High School 1987 — 1991
Brinton Eaton May 2006 - Present
Mellon Financial November 2001 - April 2006
Morgan Stanley May 2000 - July 2001
Buck Consultants July 1996 - May 2000
Skills
Asset Allocation, Retirement Planning, Investment Strategies, Financial Planning, Estate Planning, Tax Planning, Strategic Financial..., Financial Planners, Investment Management
Education
Rutgers University-New Brunswick 1993 — 1996
BA, Economics
Bryant University 1991 — 1993
Economics
Scotch Plains-Fanwood High School 1987 — 1991
Michael Blumstein Michael Blumstein's Morgan Stanley Experience April 1991 - June 2004
Job Chief Financial Officer at Oak Hill Advisors, L.P.
Industry Information Services
Experience
Oak Hill Advisors, L.P. April 2013 - Present
Argus Information and Advisory Services November 2011 - April 2013
Gerson Lehrman Group June 2004 - November 2011
Morgan Stanley April 1991 - June 2004
First Boston May 1985 - April 1991
New York Times June 1983 - May 1985
The Miami Herald February 1979 - July 1981
United Press International January 1977 - February 1979
Education
Harvard Business School 1981 — 1983
MBA
Brown University 1974 — 1978
AB, Economics
Scarsdale High School
Oak Hill Advisors, L.P. April 2013 - Present
Argus Information and Advisory Services November 2011 - April 2013
Gerson Lehrman Group June 2004 - November 2011
Morgan Stanley April 1991 - June 2004
First Boston May 1985 - April 1991
New York Times June 1983 - May 1985
The Miami Herald February 1979 - July 1981
United Press International January 1977 - February 1979
Education
Harvard Business School 1981 — 1983
MBA
Brown University 1974 — 1978
AB, Economics
Scarsdale High School
Ryan Jacobson's Morgan Stanley Experience June 2014 - August 2014
Job Associate at Bulger Partners
Industry Banking
Experience
Bulger Partners August 2015 - Present
Brown University September 2011 - May 2015
Morgan Stanley June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Brown University September 2012 - June 2013
College Pro May 2012 - August 2012
Littleton Hockey Association June 2011 - August 2011
Colorado Athletic Club Inverness May 2009 - August 2011
Players Bench Hockey Superstore June 2006 - May 2009
Basic Books Plus Bookkeeping September 2007 - May 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Research, Social Media, Microsoft Word, Event Planning, Customer Service, Management
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Sophomore
Cherry Creek High School 2005 — 2009
Bulger Partners August 2015 - Present
Brown University September 2011 - May 2015
Morgan Stanley June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Brown University September 2012 - June 2013
College Pro May 2012 - August 2012
Littleton Hockey Association June 2011 - August 2011
Colorado Athletic Club Inverness May 2009 - August 2011
Players Bench Hockey Superstore June 2006 - May 2009
Basic Books Plus Bookkeeping September 2007 - May 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Research, Social Media, Microsoft Word, Event Planning, Customer Service, Management
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Sophomore
Cherry Creek High School 2005 — 2009
Sharon Harshbarger Kucera's Morgan Stanley Experience September 2015 - Present
Job **
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
BlackRock January 2013 - April 2015
BlackRock December 2010 - January 2013
Merrill Lynch January 2009 - November 2010
Merrill Lynch October 2005 - December 2008
Morningstar Inc. September 1998 - October 2005
Ferrand Jordan 1996 - 1997
Government Finance Officers Association 1993 - 1996
Stein Roe & Farnham 1991 - 1993
Skills
Asset Allocation, Hedge Funds, Asset Managment, Portfolio Management, Investment Management, Fixed Income, Securities, Equities, Uniform Combined State..., Mutual Funds, Bonds, Strategy, Financial Advisory, Asset Management, Financial Services, Investments, Product Management, Management, Retirement, Trading, Emerging Markets, Finance, Investment Strategies, Investment Banking, Strategic Financial..., 401k, Bloomberg, Alternative Investments, Private Equity, Capital Markets, Financial Risk
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
Bryn Mawr College 1988 — 1990
BA, History
The American University of Paris 1987 — 1988
Morgan Stanley September 2015 - Present
BlackRock January 2013 - April 2015
BlackRock December 2010 - January 2013
Merrill Lynch January 2009 - November 2010
Merrill Lynch October 2005 - December 2008
Morningstar Inc. September 1998 - October 2005
Ferrand Jordan 1996 - 1997
Government Finance Officers Association 1993 - 1996
Stein Roe & Farnham 1991 - 1993
Skills
Asset Allocation, Hedge Funds, Asset Managment, Portfolio Management, Investment Management, Fixed Income, Securities, Equities, Uniform Combined State..., Mutual Funds, Bonds, Strategy, Financial Advisory, Asset Management, Financial Services, Investments, Product Management, Management, Retirement, Trading, Emerging Markets, Finance, Investment Strategies, Investment Banking, Strategic Financial..., 401k, Bloomberg, Alternative Investments, Private Equity, Capital Markets, Financial Risk
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
Bryn Mawr College 1988 — 1990
BA, History
The American University of Paris 1987 — 1988
Marina Lopez Conde Marina Lopez Conde's Morgan Stanley Experience July 2004 - June 2010
Job Vice President, Debt Capital Markets
Industry Banking
Experience
SANTANDER INVESTMENT SECURITIES January 2015 - Present
Grupo Santander Brasil August 2012 - Present
STX Desenvolvimento Imobiliario S.A July 2011 - August 2012
Morgan Stanley July 2004 - June 2010
Citigroup Capital Markets June 2003 - August 2003
Central Bank of Nicaragua June 2002 - August 2002
Skills
Capital Markets, Funding, Debt Origination &..., Loan Origination, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Financial Structuring, Private Equity, Due Diligence, Investments, Project Finance, Portfolio Management, Mergers, Equities, Financial Analysis, Restructuring, Structured Finance, Emerging Markets, Syndications, Banking, Asset Managment, Asset Management, Fixed Income, Financial Markets, Financial Institutions
Education
INSEAD 2010 — 2011
Masters, Business Adminstration
Brown University 2000 — 2004
Bachelor of arts, Economics and International Relations
SANTANDER INVESTMENT SECURITIES January 2015 - Present
Grupo Santander Brasil August 2012 - Present
STX Desenvolvimento Imobiliario S.A July 2011 - August 2012
Morgan Stanley July 2004 - June 2010
Citigroup Capital Markets June 2003 - August 2003
Central Bank of Nicaragua June 2002 - August 2002
Skills
Capital Markets, Funding, Debt Origination &..., Loan Origination, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Financial Structuring, Private Equity, Due Diligence, Investments, Project Finance, Portfolio Management, Mergers, Equities, Financial Analysis, Restructuring, Structured Finance, Emerging Markets, Syndications, Banking, Asset Managment, Asset Management, Fixed Income, Financial Markets, Financial Institutions
Education
INSEAD 2010 — 2011
Masters, Business Adminstration
Brown University 2000 — 2004
Bachelor of arts, Economics and International Relations
Tucker Wetmore Tucker Wetmore's Morgan Stanley Experience August 2012 - Present
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
Kohlberg & Associates January 2011 - March 2012
Hillstone Restaurant Group July 2010 - January 2011
Audax Group June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Series 7, Series 66, Data Analysis
Education
Brown University 2006 — 2010
B.A., Commerce, Organizations, and Entrepreneurship
Morgan Stanley August 2012 - Present
Kohlberg & Associates January 2011 - March 2012
Hillstone Restaurant Group July 2010 - January 2011
Audax Group June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Series 7, Series 66, Data Analysis
Education
Brown University 2006 — 2010
B.A., Commerce, Organizations, and Entrepreneurship
Michelle Wallach Michelle Wallach's Morgan Stanley Experience 2000 - 2006
Job Managing Director, Senior Regulatory Counsel and Chief Compliance Officer at Ladder Capital Finance LLC
Industry Investment Management
Experience
Ladder Capital Corp July 2012 - Present
Reservoir Capital Group December 2009 - June 2012
Morgan Stanley 2000 - 2006
Morgan Stanley 1992 - 2000
Shearman & Sterling LLP 1989 - 1992
Skills
Hedge Funds, Investment Banking, Corporate Finance, Equities, Private Equity, Alternative Investments, Securities, Derivatives, Capital Markets, Investments, Fund Of Funds, Due Diligence, Securities Regulation, Corporate Governance, Structured Finance, Investment Management, FINRA, Risk Management, Asset Management, Venture Capital
Education
New York University School of Law 1986 — 1989
JD, Law Degree
Brown University 1982 — 1986
BA, International Relations
Ladder Capital Corp July 2012 - Present
Reservoir Capital Group December 2009 - June 2012
Morgan Stanley 2000 - 2006
Morgan Stanley 1992 - 2000
Shearman & Sterling LLP 1989 - 1992
Skills
Hedge Funds, Investment Banking, Corporate Finance, Equities, Private Equity, Alternative Investments, Securities, Derivatives, Capital Markets, Investments, Fund Of Funds, Due Diligence, Securities Regulation, Corporate Governance, Structured Finance, Investment Management, FINRA, Risk Management, Asset Management, Venture Capital
Education
New York University School of Law 1986 — 1989
JD, Law Degree
Brown University 1982 — 1986
BA, International Relations
Phil Shinn Phil Shinn's Morgan Stanley Experience May 2010 - March 2015
Job Technical Consultant at Cyara
Industry Computer Software
Experience
Cyara March 2015 - Present
Morgan Stanley May 2010 - March 2015
IVR Design Group September 2009 - May 2010
Genesys April 2004 - October 2009
Bank of America January 2003 - April 2004
HeyAnita March 2001 - January 2003
HRL Laboratories, LLC September 2000 - March 2001
Text Analysis International August 1998 - March 2001
Indicast 2000 - 2000
Unisys 1999 - 2000
Skills
Telecommunications, Strategy, Speech Technology, Pre-sales, User Interface Design, Requirements Analysis, Testing, Python, Speech Recognition, Software Project..., Product Management, Java, Natural Language..., Scrum, SaaS, Business Development, Mobile Applications, Agile Project Management, Usability Testing, User Experience, Enterprise Software, MongoDB, Cloud Computing, Business Analysis, Integration, Business Intelligence, Interaction Design, Visio, Agile Methodologies, Software Engineering, Mobile Devices, Strategic Planning, SDLC, Microsoft SQL Server, User Interface, Call Centers, Java software..., Web Services, SQL, Leadership, Start-ups, Program Management, Project Management, Call Center, JavaScript, C#, HTML, Requirements Gathering, Web Applications, Analytics
Education
Brown University 1979 — 1984
Doctor of Philosophy (Ph.D.), Linguistics
Brown University 1973 — 1977
BA, International Relations, History
Cyara March 2015 - Present
Morgan Stanley May 2010 - March 2015
IVR Design Group September 2009 - May 2010
Genesys April 2004 - October 2009
Bank of America January 2003 - April 2004
HeyAnita March 2001 - January 2003
HRL Laboratories, LLC September 2000 - March 2001
Text Analysis International August 1998 - March 2001
Indicast 2000 - 2000
Unisys 1999 - 2000
Skills
Telecommunications, Strategy, Speech Technology, Pre-sales, User Interface Design, Requirements Analysis, Testing, Python, Speech Recognition, Software Project..., Product Management, Java, Natural Language..., Scrum, SaaS, Business Development, Mobile Applications, Agile Project Management, Usability Testing, User Experience, Enterprise Software, MongoDB, Cloud Computing, Business Analysis, Integration, Business Intelligence, Interaction Design, Visio, Agile Methodologies, Software Engineering, Mobile Devices, Strategic Planning, SDLC, Microsoft SQL Server, User Interface, Call Centers, Java software..., Web Services, SQL, Leadership, Start-ups, Program Management, Project Management, Call Center, JavaScript, C#, HTML, Requirements Gathering, Web Applications, Analytics
Education
Brown University 1979 — 1984
Doctor of Philosophy (Ph.D.), Linguistics
Brown University 1973 — 1977
BA, International Relations, History
Grady Moore Grady Moore's Morgan Stanley Experience April 2010 - May 2015
Job Management Consultant at Accenture
Industry Financial Services
Experience
Accenture May 2015 - Present
Morgan Stanley April 2010 - May 2015
Skills
Securities, Capital Markets, Derivatives, Bloomberg, Fixed Income, Hedge Funds, Equities, Microsoft Excel, Finance, Bloomberg Terminal
Education
Bryant University
University of Rochester - William E. Simon Graduate School of Business Administration
Accenture May 2015 - Present
Morgan Stanley April 2010 - May 2015
Skills
Securities, Capital Markets, Derivatives, Bloomberg, Fixed Income, Hedge Funds, Equities, Microsoft Excel, Finance, Bloomberg Terminal
Education
Bryant University
University of Rochester - William E. Simon Graduate School of Business Administration
Lauren Pacia Lauren Pacia's Morgan Stanley Experience March 2002 - March 2009
Job Sr. Coordinator/Specialist Third Party Finance Operations at CVS Health
Industry Financial Services
Experience
CVS Health October 2014 - Present
CVS Health October 2009 - October 2014
CVS Caremark Corporation June 2009 - October 2009
Morgan Stanley March 2002 - March 2009
Skills
Outlook, Access, Process Scheduler, Microsoft Excel, Customer Service, Data Entry, Pharmaceutical Industry, PowerPoint, Project Management, Microsoft Office, Finance, Accounts Payable, Process Improvement, Teamwork, Data Analysis
Education
Bryant University 2002 — 2010
Bachelor of Science, Business Administration; Computer Information Systems
CVS Health October 2014 - Present
CVS Health October 2009 - October 2014
CVS Caremark Corporation June 2009 - October 2009
Morgan Stanley March 2002 - March 2009
Skills
Outlook, Access, Process Scheduler, Microsoft Excel, Customer Service, Data Entry, Pharmaceutical Industry, PowerPoint, Project Management, Microsoft Office, Finance, Accounts Payable, Process Improvement, Teamwork, Data Analysis
Education
Bryant University 2002 — 2010
Bachelor of Science, Business Administration; Computer Information Systems
David Eller's Morgan Stanley Experience 1994 - 1999
Job Technology Research Professional
Industry Information Technology and Services
Experience
TownHall Investment Research 2008 - 2010
Reuters News Agency March 2007 - September 2008
Rochdale Securities January 2004 - March 2007
Bowman Capital October 2002 - July 2003
Owenoke Capital Management September 2001 - October 2002
Credit Suisse September 1999 - July 2001
Morgan Stanley 1994 - 1999
Morgan Stanley 1994 - 1999
Morgan Stanley 1994 - 1999
Education
Bryant University
Bachelor’s Degree, Computer Science
Iona Prep
TownHall Investment Research 2008 - 2010
Reuters News Agency March 2007 - September 2008
Rochdale Securities January 2004 - March 2007
Bowman Capital October 2002 - July 2003
Owenoke Capital Management September 2001 - October 2002
Credit Suisse September 1999 - July 2001
Morgan Stanley 1994 - 1999
Morgan Stanley 1994 - 1999
Morgan Stanley 1994 - 1999
Education
Bryant University
Bachelor’s Degree, Computer Science
Iona Prep
Mirang Desai's Morgan Stanley Experience January 2005 - December 2006
Job Finance| Cost Control |Regulatory |PMO |Advisory |Strategic Planning
Industry Banking
Experience
Barclays Investment Bank October 2014 - Present
Bank of America September 2012 - October 2014
M23inc March 2009 - September 2012
Credit Suisse February 2008 - February 2009
Barclay's Bank January 2007 - February 2008
Morgan Stanley January 2005 - December 2006
Cendant Corp October 2000 - December 2004
Cendant Corp October 2000 - December 2004
Chase Manhattan Corporation March 1998 - September 2000
PaineWebber Inc February 1997 - March 1998
Skills
PMO, Business Management, Financial Control, Process Optimization, Integration, Basel II, SOX, ERP/CRM, Building Relationships, Cross-functional Team..., Change Management, Sarbanes-Oxley Act, Management, Business Process, Strategy, Financial Modeling, Risk Management
Education
Bryant University 1989 — 1993
BS
Investment Banking Institute
Barclays Investment Bank October 2014 - Present
Bank of America September 2012 - October 2014
M23inc March 2009 - September 2012
Credit Suisse February 2008 - February 2009
Barclay's Bank January 2007 - February 2008
Morgan Stanley January 2005 - December 2006
Cendant Corp October 2000 - December 2004
Cendant Corp October 2000 - December 2004
Chase Manhattan Corporation March 1998 - September 2000
PaineWebber Inc February 1997 - March 1998
Skills
PMO, Business Management, Financial Control, Process Optimization, Integration, Basel II, SOX, ERP/CRM, Building Relationships, Cross-functional Team..., Change Management, Sarbanes-Oxley Act, Management, Business Process, Strategy, Financial Modeling, Risk Management
Education
Bryant University 1989 — 1993
BS
Investment Banking Institute
Jamie P. Scanlon's Morgan Stanley Experience May 1996 - February 2000
Job Managing Director European, UK & Emerging Market Sales Trading at Keefe, Bruyette & Woods, Inc.
Industry Financial Services
Experience
Keefe, Bruyette & Woods August 2004 - Present
Natixis (was CDC IXIS) February 2003 - August 2004
Lehman Brothers March 2000 - February 2003
Morgan Stanley May 1996 - February 2000
Skills
Hedge Funds, Equities, Investment Banking, Emerging Markets, Institutional, Emerging, European & UK..., European Equity, Equity Trading, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, ETFs, Electronic Trading, Equity Research, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Investments, Options, Portfolio Management, Securities, Series 63, Series 7, Structured Products, Trading, Finance, Management, Trading Systems, Valuation, Financial Analysis, Banking, Risk Management, Investment Management, Financial Risk, Investment Strategies, Corporate Finance, Mutual Funds, Private Equity
Education
Bryant University 1993 — 1995
BS, Finance
Quinnipiac University 1991 — 1993
BS, Finance
LaSalle Academy 1987 — 1991
High School
St. Philips 1979 — 1987
Certifications
Keefe, Bruyette & Woods August 2004 - Present
Natixis (was CDC IXIS) February 2003 - August 2004
Lehman Brothers March 2000 - February 2003
Morgan Stanley May 1996 - February 2000
Skills
Hedge Funds, Equities, Investment Banking, Emerging Markets, Institutional, Emerging, European & UK..., European Equity, Equity Trading, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, ETFs, Electronic Trading, Equity Research, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Investments, Options, Portfolio Management, Securities, Series 63, Series 7, Structured Products, Trading, Finance, Management, Trading Systems, Valuation, Financial Analysis, Banking, Risk Management, Investment Management, Financial Risk, Investment Strategies, Corporate Finance, Mutual Funds, Private Equity
Education
Bryant University 1993 — 1995
BS, Finance
Quinnipiac University 1991 — 1993
BS, Finance
LaSalle Academy 1987 — 1991
High School
St. Philips 1979 — 1987
Certifications
Riaz Gillani's Morgan Stanley Experience 2008 - 2008
Job Medical Student at Johns Hopkins University School of Medicine
Industry Management Consulting
Experience
Johns Hopkins School of Medicine August 2011 - Present
Bain & Company October 2009 - June 2011
Office of the Governor of Virginia 2009 - 2009
Morgan Stanley 2008 - 2008
Brown University September 2007 - December 2007
K2M July 2007 - August 2007
Marriott Hotels June 2006 - August 2006
Skills
Strategy, Management, Research, Data Analysis, Microsoft Office, Financial Modeling, Microsoft Excel, Strategic Planning, Business Strategy
Education
Brown University 2005 — 2009
Sc.B., Biomedical Engineering, Economics
Massaponax High School
Johns Hopkins School of Medicine August 2011 - Present
Bain & Company October 2009 - June 2011
Office of the Governor of Virginia 2009 - 2009
Morgan Stanley 2008 - 2008
Brown University September 2007 - December 2007
K2M July 2007 - August 2007
Marriott Hotels June 2006 - August 2006
Skills
Strategy, Management, Research, Data Analysis, Microsoft Office, Financial Modeling, Microsoft Excel, Strategic Planning, Business Strategy
Education
Brown University 2005 — 2009
Sc.B., Biomedical Engineering, Economics
Massaponax High School
Vanessa Duno's Morgan Stanley Experience 2003 - 2006
Job Vice President BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2009 - Present
BNP Paribas March 2006 - June 2009
Morgan Stanley 2003 - 2006
CIBC World Markets 2000 - 2001
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Financial Markets, Hedge Funds, Investment Banking, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 63, Series 7, Structured Products, Trading
Education
Brown University 1996 — 2000
BNY Mellon July 2009 - Present
BNP Paribas March 2006 - June 2009
Morgan Stanley 2003 - 2006
CIBC World Markets 2000 - 2001
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Financial Markets, Hedge Funds, Investment Banking, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 63, Series 7, Structured Products, Trading
Education
Brown University 1996 — 2000
Mary Nash Godden's Morgan Stanley Experience September 2011 - August 2013
Job Lincoln Financial
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2014 - August 2014
UBS Financial Services, Inc. August 2013 - December 2013
Morgan Stanley September 2011 - August 2013
Public Allies September 2008 - May 2010
Education
Bryn Mawr College 2004 — 2008
UBS Financial Services, Inc. January 2014 - August 2014
UBS Financial Services, Inc. August 2013 - December 2013
Morgan Stanley September 2011 - August 2013
Public Allies September 2008 - May 2010
Education
Bryn Mawr College 2004 — 2008
Samantha Schreiber's Morgan Stanley Experience March 2007 - Present
Job Inhouse counsel at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2007 - Present
Goodwin Procter LLP 2005 - 2007
U.S. Attorney's Office 2000 - 2004
Skills
Internal Investigations, Litigation, Securities, Securities Regulation, FCPA
Education
Columbia University School of Law 1996 — 1998
Doctor of Law (J.D.)
Brown University 1988 — 1993
A.B., Environmental Studies
Greenwich High School
Morgan Stanley March 2007 - Present
Goodwin Procter LLP 2005 - 2007
U.S. Attorney's Office 2000 - 2004
Skills
Internal Investigations, Litigation, Securities, Securities Regulation, FCPA
Education
Columbia University School of Law 1996 — 1998
Doctor of Law (J.D.)
Brown University 1988 — 1993
A.B., Environmental Studies
Greenwich High School
Teri Syracuse's Morgan Stanley Experience May 2007 - Present
Job Registered Associate Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley May 2007 - Present
Morgan Stanley June 1996 - May 2007
Skills
Notary Public qualified..., Series 7
Education
Bryant & Stratton 1988 — 1990
Morgan Stanley May 2007 - Present
Morgan Stanley June 1996 - May 2007
Skills
Notary Public qualified..., Series 7
Education
Bryant & Stratton 1988 — 1990
Vincent L. Petrangelo, AIF, WMS's Morgan Stanley Experience June 1998 - April 2006
Job Branch Manager
Industry Financial Services
Experience
Raymond James April 2006 - Present
Morgan Stanley June 1998 - April 2006
New York Life Insurance Company June 1997 - June 1998
Education
Bryant University 1993 — 1997
Finance
Agawam High School
Raymond James April 2006 - Present
Morgan Stanley June 1998 - April 2006
New York Life Insurance Company June 1997 - June 1998
Education
Bryant University 1993 — 1997
Finance
Agawam High School
Louise Rossi's Morgan Stanley Experience February 2011 - September 2011
Job Credit Suisse
Industry Financial Services
Experience
Credit Suisse February 2012 - Present
HSBC September 2011 - February 2012
Morgan Stanley February 2011 - September 2011
Deutsche Bank Securities October 2005 - December 2010
UBS Wealth Management June 1998 - October 2005
The Chase Manhattan Bank July 1991 - October 1997
Skills
Business Analysis, Business Process..., Change Management, Financial Services, Investment Banking, Process Improvement, Project Management, SDLC, Back Office, Banking, Middle Office, PMO, Reference Data, Regulatory Reporting, Vendor Management, Trading Systems, Capital Markets, Derivatives, Fixed Income, Management, Program Management, Securities
Education
Rutgers, The State University of New Jersey-Graduate School of Management
MBA, International Business
Bryn Mawr College
Bachelor's, English Literature
Clifton High School
Credit Suisse February 2012 - Present
HSBC September 2011 - February 2012
Morgan Stanley February 2011 - September 2011
Deutsche Bank Securities October 2005 - December 2010
UBS Wealth Management June 1998 - October 2005
The Chase Manhattan Bank July 1991 - October 1997
Skills
Business Analysis, Business Process..., Change Management, Financial Services, Investment Banking, Process Improvement, Project Management, SDLC, Back Office, Banking, Middle Office, PMO, Reference Data, Regulatory Reporting, Vendor Management, Trading Systems, Capital Markets, Derivatives, Fixed Income, Management, Program Management, Securities
Education
Rutgers, The State University of New Jersey-Graduate School of Management
MBA, International Business
Bryn Mawr College
Bachelor's, English Literature
Clifton High School
Manjula Somasundaram's Morgan Stanley Experience 1995 - 1997
Job Director at UBS
Industry Financial Services
Experience
UBS employeeCitadel Investment GroupOctober 2009 - Present
Banc of America Securities 2003 - 2006
Bank of America 2003 - 2006
Bank of America 2003 - 2006
Bank of America Merrill Lynch 2003 - 2006
Goldman Sachs 1997 - 2003
Morgan Stanley 1995 - 1997
Education
Rensselaer Polytechnic Institute 1990 — 1995
PhD, Applied Mathematics
Brown University 1983 — 1987
Sc. B, Applied Mathematics
The University of Chicago
UBS employeeCitadel Investment GroupOctober 2009 - Present
Banc of America Securities 2003 - 2006
Bank of America 2003 - 2006
Bank of America 2003 - 2006
Bank of America Merrill Lynch 2003 - 2006
Goldman Sachs 1997 - 2003
Morgan Stanley 1995 - 1997
Education
Rensselaer Polytechnic Institute 1990 — 1995
PhD, Applied Mathematics
Brown University 1983 — 1987
Sc. B, Applied Mathematics
The University of Chicago
Ned Stebbins's Morgan Stanley Experience 2007 - 2009
Job at a Professional Trading System Provider
Industry Investment Banking
Experience
Professional Trading System Provider 2012 - Present
TradeLink, Chicago 2011 - 2012
Automat Ltd, London 2009 - 2011
Morgan Stanley 2007 - 2009
Citadel Investment Group 2004 - 2007
Skills
C++, Linux, SQL, Hiqh Frequency..., Electronic Trading, Electronic Trading..., Equities, Market Data, FX Options, Market Making, Capital Markets, Exchange Connectivity, Investment Banking, Low Latency, Trading Systems, Options, Derivatives, Financial Markets, Fixed Income, Trading
Education
Brown University
Masters, CS and EE
Professional Trading System Provider 2012 - Present
TradeLink, Chicago 2011 - 2012
Automat Ltd, London 2009 - 2011
Morgan Stanley 2007 - 2009
Citadel Investment Group 2004 - 2007
Skills
C++, Linux, SQL, Hiqh Frequency..., Electronic Trading, Electronic Trading..., Equities, Market Data, FX Options, Market Making, Capital Markets, Exchange Connectivity, Investment Banking, Low Latency, Trading Systems, Options, Derivatives, Financial Markets, Fixed Income, Trading
Education
Brown University
Masters, CS and EE
Paul Donahue's Morgan Stanley Experience 1988 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 1988 - Present
Education
Brown University 1984 — 1988
Clearwater Central Catholic H.S. 1982 — 1984
Dunedin High School 1980 — 1982
Morgan Stanley 1988 - Present
Education
Brown University 1984 — 1988
Clearwater Central Catholic H.S. 1982 — 1984
Dunedin High School 1980 — 1982
Sumaiya Balbale's Morgan Stanley Experience June 2008 - August 2008
Job VP of Marketing at Jet.com
Industry Retail
Experience
Jet.com September 2014 - Present
Quidsi Inc. August 2013 - September 2014
Quidsi Inc. August 2012 - August 2013
Quidsi Inc. April 2011 - August 2012
Quidsi Inc. May 2010 - April 2011
Morgan Stanley June 2008 - August 2008
Deutsch January 2006 - April 2007
Draftfcb January 2003 - December 2005
J. Walter Thompson 2002 - 2002
Skills
Competitive Analysis, E-commerce, Analytics, Strategy, Digital Marketing, Digital Strategy, Marketing Strategy, Product Management, Strategic Partnerships, Integrated Marketing, Product Marketing, Market Research, Customer Insight, Digital Media, Online Advertising, Marketing, Account Management
Education
Harvard Business School 2007 — 2009
MBA
Brown University 1998 — 2002
BA
Jet.com September 2014 - Present
Quidsi Inc. August 2013 - September 2014
Quidsi Inc. August 2012 - August 2013
Quidsi Inc. April 2011 - August 2012
Quidsi Inc. May 2010 - April 2011
Morgan Stanley June 2008 - August 2008
Deutsch January 2006 - April 2007
Draftfcb January 2003 - December 2005
J. Walter Thompson 2002 - 2002
Skills
Competitive Analysis, E-commerce, Analytics, Strategy, Digital Marketing, Digital Strategy, Marketing Strategy, Product Management, Strategic Partnerships, Integrated Marketing, Product Marketing, Market Research, Customer Insight, Digital Media, Online Advertising, Marketing, Account Management
Education
Harvard Business School 2007 — 2009
MBA
Brown University 1998 — 2002
BA
Dorinda Pannozzo's Morgan Stanley Experience August 1990 - January 1996
Job Assistant Treasurer at Royal Caribbean Cruises Ltd.
Industry Leisure, Travel & Tourism
Experience
Royal Caribbean Cruises Ltd. July 2014 - Present
Education Management Corporation January 2007 - July 2014
Atlas Air, Inc. January 2002 - January 2007
American Airlines, Inc. June 1998 - January 2002
Morgan Stanley August 1990 - January 1996
Skills
Passed the CPA exam in..., Financial Analysis, Corporate Finance, Forecasting, Financial Modeling, Cash Management, Treasury Management, Financial Reporting, Risk Management, Budgets, Strategic Planning, Finance, Process Improvement, Accounting, Strategic Financial..., Due Diligence, Restructuring, Cash Flow Forecasting, Acquisition Integration, Capital Markets, Aircraft Leasing, Debt Management, Leadership, Management, Analysis, Treasury, Banking Relationships
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Finance
Bryant University 1987 — 1990
BS, Finance
Royal Caribbean Cruises Ltd. July 2014 - Present
Education Management Corporation January 2007 - July 2014
Atlas Air, Inc. January 2002 - January 2007
American Airlines, Inc. June 1998 - January 2002
Morgan Stanley August 1990 - January 1996
Skills
Passed the CPA exam in..., Financial Analysis, Corporate Finance, Forecasting, Financial Modeling, Cash Management, Treasury Management, Financial Reporting, Risk Management, Budgets, Strategic Planning, Finance, Process Improvement, Accounting, Strategic Financial..., Due Diligence, Restructuring, Cash Flow Forecasting, Acquisition Integration, Capital Markets, Aircraft Leasing, Debt Management, Leadership, Management, Analysis, Treasury, Banking Relationships
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Finance
Bryant University 1987 — 1990
BS, Finance
David Boland, CPA's Morgan Stanley Experience January 1995 - August 1997
Job Manager Finance Stress Testing at GE Capital
Industry Financial Services
Experience
GE Capital June 2015 - Present
GE Capital July 2014 - June 2015
GE Capital March 2012 - July 2014
GE June 2010 - February 2012
GE February 2008 - June 2010
GE Capital February 2004 - February 2008
GE Capital November 2002 - February 2004
GE Capital March 1999 - November 2002
AIG August 1997 - March 1999
Morgan Stanley January 1995 - August 1997
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Corporate Finance, Mergers & Acquisitions, Managerial Finance, Sarbanes-Oxley Act, Finance, Accounting, Forecasting, Internal Controls, Acquisition Integration, Risk Management, Due Diligence
Education
Bryant University 1983 — 1987
BS, Accounting
Bryant University 1983 — 1987
Accounting
GE Capital June 2015 - Present
GE Capital July 2014 - June 2015
GE Capital March 2012 - July 2014
GE June 2010 - February 2012
GE February 2008 - June 2010
GE Capital February 2004 - February 2008
GE Capital November 2002 - February 2004
GE Capital March 1999 - November 2002
AIG August 1997 - March 1999
Morgan Stanley January 1995 - August 1997
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Corporate Finance, Mergers & Acquisitions, Managerial Finance, Sarbanes-Oxley Act, Finance, Accounting, Forecasting, Internal Controls, Acquisition Integration, Risk Management, Due Diligence
Education
Bryant University 1983 — 1987
BS, Accounting
Bryant University 1983 — 1987
Accounting
Lisa Samperi's Morgan Stanley Experience December 1996 - August 2007
Job Vice President, Financial Analysis at Prudential Financial
Industry Financial Services
Experience
Prudential Financial May 2008 - Present
Och-Ziff Capital Management 2007 - 2008
Morgan Stanley December 1996 - August 2007
Deloitte & Touche September 1994 - December 1996
Skills
Hedge Funds, Forecasting, Investments, Financial Analysis, Equities, Fixed Income, Derivatives, Alternative Investments, Capital Markets, Financial Modeling, Securities, Asset Managment, Risk Management, Corporate Finance, Bloomberg, Finance, Accounting, Analysis, Variance Analysis
Education
Northeastern University 1993 — 1994
MS/MBA, Accounting
Union College 1986 — 1990
BS, Psychology
Brunel University London 1988 — 1989
Psychology
Prudential Financial May 2008 - Present
Och-Ziff Capital Management 2007 - 2008
Morgan Stanley December 1996 - August 2007
Deloitte & Touche September 1994 - December 1996
Skills
Hedge Funds, Forecasting, Investments, Financial Analysis, Equities, Fixed Income, Derivatives, Alternative Investments, Capital Markets, Financial Modeling, Securities, Asset Managment, Risk Management, Corporate Finance, Bloomberg, Finance, Accounting, Analysis, Variance Analysis
Education
Northeastern University 1993 — 1994
MS/MBA, Accounting
Union College 1986 — 1990
BS, Psychology
Brunel University London 1988 — 1989
Psychology
Charles Anthony's Morgan Stanley Experience May 2006 - January 2007
Job Junior Fixed Income Trader at Newfleet Asset Management
Industry Financial Services
Experience
Newfleet Asset Management February 2014 - Present
MassMutual Financial Group February 2007 - February 2014
Morgan Stanley May 2006 - January 2007
Morgan Stanley September 2005 - May 2006
Skills
Investments, Series 7
Education
Bryant University 2002 — 2006
BSBA, Finance
Newfleet Asset Management February 2014 - Present
MassMutual Financial Group February 2007 - February 2014
Morgan Stanley May 2006 - January 2007
Morgan Stanley September 2005 - May 2006
Skills
Investments, Series 7
Education
Bryant University 2002 — 2006
BSBA, Finance
Nahoko Wada's Morgan Stanley Experience 2008 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
Skills
Series 7, Fixed Income, Equities, Series 63, Derivatives
Education
Brown University
Columbia University in the City of New York
Morgan Stanley 2008 - Present
Skills
Series 7, Fixed Income, Equities, Series 63, Derivatives
Education
Brown University
Columbia University in the City of New York
Peter Sampson's Morgan Stanley Experience August 2009 - June 2014
Job Security Architect at CIT
Industry Financial Services
Experience
CIT June 2014 - Present
Morgan Stanley August 2009 - June 2014
Morgan Stanley April 2006 - August 2009
Alliance Capital Management August 2004 - February 2006
JPMorgan Chase August 2001 - August 2004
JPMorgan Chase February 1998 - August 2001
Skills
Security, Firewalls, Solaris, Unix, ITIL, Linux, Disaster Recovery, Data Center, High Availability, Operating Systems, Enterprise Architecture, Servers, Perl, Information Security, DNS, Integration, Shell Scripting, Databases, Computer Security, SDLC
Education
Brunel University
BS, Computer Studies
Westwood College of Technology 2002 — 2006
Bsc, Information Security
CIT June 2014 - Present
Morgan Stanley August 2009 - June 2014
Morgan Stanley April 2006 - August 2009
Alliance Capital Management August 2004 - February 2006
JPMorgan Chase August 2001 - August 2004
JPMorgan Chase February 1998 - August 2001
Skills
Security, Firewalls, Solaris, Unix, ITIL, Linux, Disaster Recovery, Data Center, High Availability, Operating Systems, Enterprise Architecture, Servers, Perl, Information Security, DNS, Integration, Shell Scripting, Databases, Computer Security, SDLC
Education
Brunel University
BS, Computer Studies
Westwood College of Technology 2002 — 2006
Bsc, Information Security
Sarah McKinney Shannon's Morgan Stanley Experience June 2013 - Present
Job Director, Business Management Shared Services & Banking Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley October 2011 - June 2013
Morgan Stanley February 2011 - October 2011
Morgan Stanley June 2010 - February 2011
Sleep Solutions Inc. January 2010 - June 2010
Aerotek March 2007 - February 2009
Investors Bank & Trust March 2006 - January 2007
Investors Bank & Trust November 2005 - March 2006
Investors Bank & Trust August 2004 - October 2005
Skills
Planning Budgeting &..., Business Intelligence, SharePoint, Contract Negotiation, Tax Accounting, Private Equity, Fund Accounting, Financial Analysis, Microsoft Excel, Finance, Auditing, Sales, Financial Reporting, Analysis, Financial Services, Financial Modeling, Accounting, Process Improvement, Management, Project Management, Microsoft Office, Strategic Planning, Business Analysis, Forecasting, Mutual Funds, Team Building, Leadership, Budgets, Financial Statements, Business Development, Financial Planning, Cross-functional Team..., Vendor Management, Risk Management, Customer Service, Team Leadership, Mergers
Education
Bryant University 2000 — 2004
BS, Finance, Political Science
Otsego High School 1996 — 2000
Morgan Stanley June 2013 - Present
Morgan Stanley October 2011 - June 2013
Morgan Stanley February 2011 - October 2011
Morgan Stanley June 2010 - February 2011
Sleep Solutions Inc. January 2010 - June 2010
Aerotek March 2007 - February 2009
Investors Bank & Trust March 2006 - January 2007
Investors Bank & Trust November 2005 - March 2006
Investors Bank & Trust August 2004 - October 2005
Skills
Planning Budgeting &..., Business Intelligence, SharePoint, Contract Negotiation, Tax Accounting, Private Equity, Fund Accounting, Financial Analysis, Microsoft Excel, Finance, Auditing, Sales, Financial Reporting, Analysis, Financial Services, Financial Modeling, Accounting, Process Improvement, Management, Project Management, Microsoft Office, Strategic Planning, Business Analysis, Forecasting, Mutual Funds, Team Building, Leadership, Budgets, Financial Statements, Business Development, Financial Planning, Cross-functional Team..., Vendor Management, Risk Management, Customer Service, Team Leadership, Mergers
Education
Bryant University 2000 — 2004
BS, Finance, Political Science
Otsego High School 1996 — 2000
David Senn's Morgan Stanley Experience July 2012 - Present
Job Vice President Technology at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2012 - Present
Morgan Stanley January 2012 - July 2012
Morgan Stanley January 2010 - January 2012
Morgan Stanley January 2008 - January 2010
Patsystems 2004 - 2007
Skills
Electronic Trading, Trading Systems, Market Data, Low Latency, Derivatives, Trading, Perl, Electronic Trading...
Education
Brunel University London 2001 — 2004
BSC Hons, Computer Science
Morgan Stanley July 2012 - Present
Morgan Stanley January 2012 - July 2012
Morgan Stanley January 2010 - January 2012
Morgan Stanley January 2008 - January 2010
Patsystems 2004 - 2007
Skills
Electronic Trading, Trading Systems, Market Data, Low Latency, Derivatives, Trading, Perl, Electronic Trading...
Education
Brunel University London 2001 — 2004
BSC Hons, Computer Science
Nancy (Deutsch) Moloff's Morgan Stanley Experience 1992 - 1994
Job .
Industry Financial Services
Experience
AllianceBernstein January 2006 - November 2008
RogersCasey 2003 - 2006
Morgan Stanley Investment Management 1995 - 1999
morgan stanley 1992 - 1994
Skills
Alternative Investments, Asset Management, Asset Allocation, Equities, Asset Managment, Capital Markets, Hedge Funds, Investments, Investment Management, Investment Strategies, Portfolio Management, Fixed Income
Education
University of Pennsylvania - The Wharton School 1989 — 1991
mba, finance
Brown University
BA
AllianceBernstein January 2006 - November 2008
RogersCasey 2003 - 2006
Morgan Stanley Investment Management 1995 - 1999
morgan stanley 1992 - 1994
Skills
Alternative Investments, Asset Management, Asset Allocation, Equities, Asset Managment, Capital Markets, Hedge Funds, Investments, Investment Management, Investment Strategies, Portfolio Management, Fixed Income
Education
University of Pennsylvania - The Wharton School 1989 — 1991
mba, finance
Brown University
BA
Sean Murdoch's Morgan Stanley Experience June 2004 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2004 - Present
Morgan Stanley August 1994 - May 2004
Education
Brown University 1989 — 1994
BS & ScB, Mechanical Engineering and Business Economics
Morgan Stanley June 2004 - Present
Morgan Stanley August 1994 - May 2004
Education
Brown University 1989 — 1994
BS & ScB, Mechanical Engineering and Business Economics
Amy Herstine's Morgan Stanley Experience July 1998 - Present
Job Administrative Assistant at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 1998 - Present
Education
Bryn Mawr College 1990 — 1996
BA, Anthropology
Morgan Stanley July 1998 - Present
Education
Bryn Mawr College 1990 — 1996
BA, Anthropology
Louise Chen's Morgan Stanley Experience 2004 - 2008
Job Managing Director at Guggenheim
Industry Pharmaceuticals
Experience
Guggenheim July 2012 - Present
Auriga Securities March 2012 - July 2012
Canaccord Genuity Inc. 2008 - March 2012
Morgan Stanley 2004 - 2008
Dr. Reddy's Laboratories 2003 - 2004
TD Capital 1999 - 2003
Donaldson, Lufkin & Jenrette 1998 - 1999
Skills
Series 7, Series 63
Education
Harvard Business School 2001 — 2003
MBA, Finance, General
Brown University 1994 — 1998
Bachelor's degree, Political Science
Guggenheim July 2012 - Present
Auriga Securities March 2012 - July 2012
Canaccord Genuity Inc. 2008 - March 2012
Morgan Stanley 2004 - 2008
Dr. Reddy's Laboratories 2003 - 2004
TD Capital 1999 - 2003
Donaldson, Lufkin & Jenrette 1998 - 1999
Skills
Series 7, Series 63
Education
Harvard Business School 2001 — 2003
MBA, Finance, General
Brown University 1994 — 1998
Bachelor's degree, Political Science
Neal Parikh's Morgan Stanley Experience May 2011 - March 2013
Job Vice President of Finance at BrightFarms
Industry Renewables & Environment
Experience
BrightFarms March 2013 - Present
Morgan Stanley May 2011 - March 2013
NYC Mayor's Office of Long-Term Planning and Sustainability (PlaNYC) November 2007 - May 2011
Millennium Challenge Corporation July 2005 - November 2007
Youth for Unity & Voluntary Action (YUVA) September 2003 - June 2004
Office of Senator Joseph R. Biden, Jr. June 2001 - June 2002
The Urban Institute August 2000 - June 2001
Education
Harvard University Kennedy School of Government 2002 — 2005
Master in Public Policy/Urban Planning
Brown University 1996 — 2000
BrightFarms March 2013 - Present
Morgan Stanley May 2011 - March 2013
NYC Mayor's Office of Long-Term Planning and Sustainability (PlaNYC) November 2007 - May 2011
Millennium Challenge Corporation July 2005 - November 2007
Youth for Unity & Voluntary Action (YUVA) September 2003 - June 2004
Office of Senator Joseph R. Biden, Jr. June 2001 - June 2002
The Urban Institute August 2000 - June 2001
Education
Harvard University Kennedy School of Government 2002 — 2005
Master in Public Policy/Urban Planning
Brown University 1996 — 2000
Brian Durkin's Morgan Stanley Experience November 2001 - October 2006
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch Global wealth Management/ BofA October 2006 - Present
Merrill Lynch/Bank of America 2005 - Present
Morgan Stanley November 2001 - October 2006
Donaldson, Lufkin & Jenrette September 1999 - November 2001
Smith Barney March 1992 - September 1999
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Mutual Funds, Equities, Investment Advisory, Asset Allocation, Fixed Income, Series 63, Portfolio Management, Alternative Investments, Investment Strategies, Asset Managment, Financial Modeling, Securities, Financial Advisory, Retirement, Strategic Financial..., Investment Banking
Education
Bryant University
Bachelor of Science (BS), Business Administration and Management, General
Villanova University
Merrill Lynch Global wealth Management/ BofA October 2006 - Present
Merrill Lynch/Bank of America 2005 - Present
Morgan Stanley November 2001 - October 2006
Donaldson, Lufkin & Jenrette September 1999 - November 2001
Smith Barney March 1992 - September 1999
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Mutual Funds, Equities, Investment Advisory, Asset Allocation, Fixed Income, Series 63, Portfolio Management, Alternative Investments, Investment Strategies, Asset Managment, Financial Modeling, Securities, Financial Advisory, Retirement, Strategic Financial..., Investment Banking
Education
Bryant University
Bachelor of Science (BS), Business Administration and Management, General
Villanova University
Amit Chokshi, CFA's Morgan Stanley Experience 1999 - 2001
Job Portfolio Manager at City National Rochdale
Industry Investment Management
Experience
City National Rochdale 2013 - Present
Kinnaras Capital Management 2007 - 2012
Royal Bank of Scotland 2003 - 2007
Morgan Stanley 1999 - 2001
Skills
Portfolio Management, Fundamental Research, Investments, Asset Managment, Equities, Family Office, Hedge Funds, Valuation, Financial Modeling, Private Equity, Bloomberg, Mergers & Acquisitions, Leveraged Finance, Financial Statement..., Investment Banking, LBO, Alternative Investments, Securities, Research, Corporate Finance, Capital Markets, Special Situations..., High Yield Bonds, FactSet, Microsoft Excel, Value Investing, Special Situations, Event Driven, Shareholder Activism, PowerPoint, Finance, Financial Analysis, Equity Research, Analysis, Fixed Income, Financial Markets, Credit, Mutual Funds, Bonds, Due Diligence, Trading, Investment Management, Emerging Markets, Asset Allocation, Investment Strategies, Strategy, Asset Management, Microsoft Office
Education
Emory University - Goizueta Business School 2001 — 2003
MBA
Bryant University 1995 — 1999
BS
City National Rochdale 2013 - Present
Kinnaras Capital Management 2007 - 2012
Royal Bank of Scotland 2003 - 2007
Morgan Stanley 1999 - 2001
Skills
Portfolio Management, Fundamental Research, Investments, Asset Managment, Equities, Family Office, Hedge Funds, Valuation, Financial Modeling, Private Equity, Bloomberg, Mergers & Acquisitions, Leveraged Finance, Financial Statement..., Investment Banking, LBO, Alternative Investments, Securities, Research, Corporate Finance, Capital Markets, Special Situations..., High Yield Bonds, FactSet, Microsoft Excel, Value Investing, Special Situations, Event Driven, Shareholder Activism, PowerPoint, Finance, Financial Analysis, Equity Research, Analysis, Fixed Income, Financial Markets, Credit, Mutual Funds, Bonds, Due Diligence, Trading, Investment Management, Emerging Markets, Asset Allocation, Investment Strategies, Strategy, Asset Management, Microsoft Office
Education
Emory University - Goizueta Business School 2001 — 2003
MBA
Bryant University 1995 — 1999
BS
Ed Bodington's Morgan Stanley Experience January 2001 - November 2006
Job Transportation Manager at Staples
Industry Logistics and Supply Chain
Experience
Staples October 2013 - Present
Staples March 2013 - October 2013
Staples Canada April 2010 - March 2013
Staples, Corporate April 2009 - April 2010
Staples November 2006 - April 2009
Morgan Stanley January 2001 - November 2006
United Parcel Service October 1984 - January 2001
Skills
Supply Chain Management, Transportation, Inventory Control, Integration, Logistics, Supply Chain, Warehousing, Operations Management, Inventory Management, Warehouse Management, Logistics Management, Transportation..., 3PL, Shipping, Process Improvement
Education
Bryant University 1985 — 1989
BS, Economics
Staples October 2013 - Present
Staples March 2013 - October 2013
Staples Canada April 2010 - March 2013
Staples, Corporate April 2009 - April 2010
Staples November 2006 - April 2009
Morgan Stanley January 2001 - November 2006
United Parcel Service October 1984 - January 2001
Skills
Supply Chain Management, Transportation, Inventory Control, Integration, Logistics, Supply Chain, Warehousing, Operations Management, Inventory Management, Warehouse Management, Logistics Management, Transportation..., 3PL, Shipping, Process Improvement
Education
Bryant University 1985 — 1989
BS, Economics
Jeremy O'Hearn's Morgan Stanley Experience June 2014 - Present
Job Vice President Finance and Strategy for Global Stock Plan Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney June 2011 - January 2013
Morgan Stanley 2004 - 2008
PepsiCo 1999 - 2004
Cendant Mobility 1996 - 1999
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Banking, Finance, Equities, Fixed Income, Capital Markets, Investments, Asset Managment, Portfolio Management, Securities, Financial Reporting, Cash Management, Alternative Investments, Accounting
Education
Bryant College 1992 — 1996
Bachelor of Science (BS), Finance, General
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney June 2011 - January 2013
Morgan Stanley 2004 - 2008
PepsiCo 1999 - 2004
Cendant Mobility 1996 - 1999
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Banking, Finance, Equities, Fixed Income, Capital Markets, Investments, Asset Managment, Portfolio Management, Securities, Financial Reporting, Cash Management, Alternative Investments, Accounting
Education
Bryant College 1992 — 1996
Bachelor of Science (BS), Finance, General
Laura Kemp's Morgan Stanley Experience June 2007 - August 2007
Job Territory Manager at EF
Industry Marketing and Advertising
Experience
Education First December 2010 - Present
Pirate Brands October 2009 - August 2010
WRKO/ WEEI June 2009 - November 2009
95.5 WBRU December 2008 - May 2009
New England Patriots & Revolution September 2008 - December 2008
Merrill Lynch January 2008 - September 2008
Morgan Stanley June 2007 - August 2007
Skills
Sponsorship, Marketing, Sales, Outlook, Facebook, Radio, Research, Program Management, Social Media Marketing, Event Planning, Marketing Communications, Social Media
Education
Bryant University 2005 — 2009
Bachelor's Degree, Marketing, Communication
Bryant University
Education First December 2010 - Present
Pirate Brands October 2009 - August 2010
WRKO/ WEEI June 2009 - November 2009
95.5 WBRU December 2008 - May 2009
New England Patriots & Revolution September 2008 - December 2008
Merrill Lynch January 2008 - September 2008
Morgan Stanley June 2007 - August 2007
Skills
Sponsorship, Marketing, Sales, Outlook, Facebook, Radio, Research, Program Management, Social Media Marketing, Event Planning, Marketing Communications, Social Media
Education
Bryant University 2005 — 2009
Bachelor's Degree, Marketing, Communication
Bryant University
Luke Albright's Morgan Stanley Experience 2004 - 2006
Job Managing Partner at Oak Grove Management LLC
Industry Investment Management
Experience
Oak Grove Management LLC March 2013 - Present
Adar Investment Management 2010 - February 2013
Moelis Capital Partners / Moelis & Company 2009 - 2010
Silver Lake 2006 - 2009
Morgan Stanley 2004 - 2006
Skills
Investment Banking, Private Equity, Valuation, Hedge Funds, Venture Capital, Financial Modeling, Due Diligence, Corporate Finance, Mergers, Financial Analysis, Investments, Bloomberg, Capital Markets, Business Strategy, Asset Management, Restructuring, LBO, Leveraged Finance, Recapitalizations
Education
Brown University 2000 — 2004
BA, Business Economics
Oak Grove Management LLC March 2013 - Present
Adar Investment Management 2010 - February 2013
Moelis Capital Partners / Moelis & Company 2009 - 2010
Silver Lake 2006 - 2009
Morgan Stanley 2004 - 2006
Skills
Investment Banking, Private Equity, Valuation, Hedge Funds, Venture Capital, Financial Modeling, Due Diligence, Corporate Finance, Mergers, Financial Analysis, Investments, Bloomberg, Capital Markets, Business Strategy, Asset Management, Restructuring, LBO, Leveraged Finance, Recapitalizations
Education
Brown University 2000 — 2004
BA, Business Economics
Aparna Bhattacharya's Morgan Stanley Experience October 2009 - September 2013
Job Enterprise Data Management at Nomura America Services LLC
Industry Banking
Experience
Nomura America Services LLC October 2013 - Present
Morgan Stanley October 2009 - September 2013
Morgan Stanley April 2009 - October 2009
UBS Investment Bank September 2008 - February 2009
UBS Investment Bank August 2006 - September 2008
AIB June 2004 - August 2004
AIB June 2003 - July 2003
Skills
Fixed Income, Reference Data, Financial Markets, Bonds, Equities, Equity Derivatives, Capital Markets
Education
Bryn Mawr College 2002 — 2006
BA, Math Major; Philosophy minor
Nomura America Services LLC October 2013 - Present
Morgan Stanley October 2009 - September 2013
Morgan Stanley April 2009 - October 2009
UBS Investment Bank September 2008 - February 2009
UBS Investment Bank August 2006 - September 2008
AIB June 2004 - August 2004
AIB June 2003 - July 2003
Skills
Fixed Income, Reference Data, Financial Markets, Bonds, Equities, Equity Derivatives, Capital Markets
Education
Bryn Mawr College 2002 — 2006
BA, Math Major; Philosophy minor
Marc Robert's Morgan Stanley Experience 1992 - 2006
Job Chief Operating Officer at Water Asset Management LLC
Industry Investment Management
Experience
WaterAid America 2012 - Present
Water Asset Management, LLC September 2006 - Present
Morgan Stanley 1992 - 2006
Skills
Alternative Investments, Non-profits, Hedge Funds, Research, Fundraising, Strategic Planning
Education
Brown University 1978 — 1982
AB, Religious Studies
St. Paul's School 1974 — 1978
WaterAid America 2012 - Present
Water Asset Management, LLC September 2006 - Present
Morgan Stanley 1992 - 2006
Skills
Alternative Investments, Non-profits, Hedge Funds, Research, Fundraising, Strategic Planning
Education
Brown University 1978 — 1982
AB, Religious Studies
St. Paul's School 1974 — 1978
Christian Stone's Morgan Stanley Experience Associate DirectorUBS2003 - 2007
Job Vice President, Complex Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Associate DirectorUBS2003 - 2007
Putnam Investments 1997 - 2002
Education
Nichols College 1999 — 2002
MBA, Finance
Bryant University 1989 — 1993
BS
Mahar Regional
Morgan Stanley Associate DirectorUBS2003 - 2007
Putnam Investments 1997 - 2002
Education
Nichols College 1999 — 2002
MBA, Finance
Bryant University 1989 — 1993
BS
Mahar Regional
Yigal Nochomovitz, Ph.D.'s Morgan Stanley Experience February 2012 - April 2014
Job Director, Biotech Equity Research, Citigroup
Industry Biotechnology
Experience
Citigroup May 2015 - Present
Oppenheimer & Co. Inc. April 2014 - May 2015
Morgan Stanley February 2012 - April 2014
Rodman & Renshaw November 2008 - December 2011
Susquehanna International Group 2008 - 2008
University of California, San Francisco 2001 - 2007
Skills
Biotechnology, Life Sciences, Pharmaceuticals, Venture Capital, Valuation, Biostatistics, Chess, Visual Basic, Matlab, Biophysics, Biopharmaceuticals
Education
University of California, San Francisco 2001 — 2007
Ph.D., Biophysics
Brown University 1991 — 1995
Sc.B., Biochemistry
Citigroup May 2015 - Present
Oppenheimer & Co. Inc. April 2014 - May 2015
Morgan Stanley February 2012 - April 2014
Rodman & Renshaw November 2008 - December 2011
Susquehanna International Group 2008 - 2008
University of California, San Francisco 2001 - 2007
Skills
Biotechnology, Life Sciences, Pharmaceuticals, Venture Capital, Valuation, Biostatistics, Chess, Visual Basic, Matlab, Biophysics, Biopharmaceuticals
Education
University of California, San Francisco 2001 — 2007
Ph.D., Biophysics
Brown University 1991 — 1995
Sc.B., Biochemistry
David Bogosian's Morgan Stanley Experience September 1994 - January 2011
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2011 - Present
Morgan Stanley September 1994 - January 2011
LGC&D September 1990 - September 1994
Skills
Series 7, Investments, Series 63, Strategic Financial..., Mutual Funds, Investment Advisory, 401k, Asset Allocation, Estate Planning, Investment Strategies, Financial Advisory, Securities, Uniform Combined State..., Alternative Investments, Retirement, Financial Planning, Finance
Education
Bryant University 1986 — 1990
Bachelor of Science (BS), Accounting
Wells Fargo Advisors, LLC January 2011 - Present
Morgan Stanley September 1994 - January 2011
LGC&D September 1990 - September 1994
Skills
Series 7, Investments, Series 63, Strategic Financial..., Mutual Funds, Investment Advisory, 401k, Asset Allocation, Estate Planning, Investment Strategies, Financial Advisory, Securities, Uniform Combined State..., Alternative Investments, Retirement, Financial Planning, Finance
Education
Bryant University 1986 — 1990
Bachelor of Science (BS), Accounting
Dane Rutstein's Morgan Stanley Experience August 2010 - May 2013
Job Senior Wealth Manager at i2i Analytics LLC
Industry Investment Management
Experience
i2i Analytics LLC June 2013 - Present
Morgan Stanley August 2010 - May 2013
The Dane Group, Ltd. September 2001 - July 2010
The Dane Group, Ltd. August 1986 - August 2001
Skills
Options, Series 7, Securities, Equities, Portfolio Management, Bloomberg, Equity Derivatives, Finance, Derivatives, Risk Management, Fixed Income, Financial Markets, Hedge Funds, Trading, Alternative Investments, Wealth Management, Investments, Capital Markets
Education
Haverford College 1978 — 1982
Bachelor of Arts, Political Science
Bryn Mawr College 1978 — 1981
Political Philosophy
Deerfield HS
i2i Analytics LLC June 2013 - Present
Morgan Stanley August 2010 - May 2013
The Dane Group, Ltd. September 2001 - July 2010
The Dane Group, Ltd. August 1986 - August 2001
Skills
Options, Series 7, Securities, Equities, Portfolio Management, Bloomberg, Equity Derivatives, Finance, Derivatives, Risk Management, Fixed Income, Financial Markets, Hedge Funds, Trading, Alternative Investments, Wealth Management, Investments, Capital Markets
Education
Haverford College 1978 — 1982
Bachelor of Arts, Political Science
Bryn Mawr College 1978 — 1981
Political Philosophy
Deerfield HS
Austin Kile's Morgan Stanley Experience June 2013 - Present
Job Financial Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2013 - Present
Dentsu May 2011 - August 2011
Dentsu May 2009 - June 2009
Skills
Accounting, Excel, EAS, Word, PowerPoint, Access, Microsoft Office, Accounts Payable, Outlook, Financial Reporting, Financial Analysis, Time Management, Research, Customer Service, Economics, Mathematics, Critical Thinking, Budgeting, Computer Literate, Financial Planning, Minitab, Non-profits, Public Speaking, Teamwork, Microsoft Excel, Corporate Tax, Account Reconciliation, Microsoft Word, Management, Strategic Financial...
Education
Bryant University 2009 — 2013
Bachelor of Science (BS), Accounting
Ridgefield High School 2005 — 2009
High School Diploma
Morgan Stanley June 2013 - Present
Dentsu May 2011 - August 2011
Dentsu May 2009 - June 2009
Skills
Accounting, Excel, EAS, Word, PowerPoint, Access, Microsoft Office, Accounts Payable, Outlook, Financial Reporting, Financial Analysis, Time Management, Research, Customer Service, Economics, Mathematics, Critical Thinking, Budgeting, Computer Literate, Financial Planning, Minitab, Non-profits, Public Speaking, Teamwork, Microsoft Excel, Corporate Tax, Account Reconciliation, Microsoft Word, Management, Strategic Financial...
Education
Bryant University 2009 — 2013
Bachelor of Science (BS), Accounting
Ridgefield High School 2005 — 2009
High School Diploma
Minoo Fadaifard's Morgan Stanley Experience January 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley 2011 - December 2013
Morgan Stanley February 2010 - July 2011
AIG Global Investment Group June 2008 - February 2010
Education
Brown University 2004 — 2008
BA, Economics
Morgan Stanley January 2014 - Present
Morgan Stanley 2011 - December 2013
Morgan Stanley February 2010 - July 2011
AIG Global Investment Group June 2008 - February 2010
Education
Brown University 2004 — 2008
BA, Economics
Margaret Hay's Morgan Stanley Experience July 2010 - May 2015
Job Private Wealth Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Morgan Stanley July 2010 - May 2015
UBS June 1991 - July 2010
Skills
Series 7
Education
Brown University
Economics
Merrill Lynch May 2015 - Present
Morgan Stanley July 2010 - May 2015
UBS June 1991 - July 2010
Skills
Series 7
Education
Brown University
Economics
Shin Bowers's Morgan Stanley Experience 2010 - 2012
Job MBA Candidate at The Wharton School
Industry Higher Education
Experience
Fortress Investment Group 2012 - 2013
Morgan Stanley 2010 - 2012
Skills
Fixed Income, Financial Modeling, Investment Banking, Valuation, Investments, Private Equity, Equities, Business Strategy
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Real Estate & Finance
Brown University 2006 — 2010
Sc.B. with Honors, Chemical Engineering
The American School in Japan 1996 — 2006
Fortress Investment Group 2012 - 2013
Morgan Stanley 2010 - 2012
Skills
Fixed Income, Financial Modeling, Investment Banking, Valuation, Investments, Private Equity, Equities, Business Strategy
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Real Estate & Finance
Brown University 2006 — 2010
Sc.B. with Honors, Chemical Engineering
The American School in Japan 1996 — 2006
Sharon Bazbaz's Morgan Stanley Experience 2010 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2010 - Present
JP Morgan 1996 - 2010
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Hedge Funds, Valuation, Private Equity, Financial Modeling, Corporate Finance, Portfolio Management, Emerging Markets
Education
Brown University
Morgan Stanley 2010 - Present
JP Morgan 1996 - 2010
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Hedge Funds, Valuation, Private Equity, Financial Modeling, Corporate Finance, Portfolio Management, Emerging Markets
Education
Brown University
Todd Lippiatt's Morgan Stanley Experience March 1995 - April 1998
Job CEO at Propellr
Industry Real Estate
Experience
Propellr May 2013 - Present
Aristone Realty Capital October 2010 - Present
Aristone Capital 2005 - 2010
DLJ April 1998 - June 2000
Morgan Stanley March 1995 - April 1998
Credit Suisse First Boston 1991 - 1995
Skills
Investments, Capital Markets, Credit, Mortgage Lending, Trading, Management, Real Estate Economics, Asset Management, Valuation, Due Diligence, Private Equity, Real Estate Development, Real Estate, Financial Modeling, Investment Properties, Financial Structuring, Hedge Funds, Real Estate Transactions, Brokerage, Disposition, Start-ups, Asset Managment, Commercial Real Estate, Entrepreneurship, Structured Finance, Venture Capital, Mezzanine, Mergers & Acquisitions, Corporate Finance
Education
Columbia University in the City of New York 2004 — 2006
Bio Chemistry
Brown University 1986 — 1991
BA/BS, Computer Science, Philosophy, Economics
Propellr May 2013 - Present
Aristone Realty Capital October 2010 - Present
Aristone Capital 2005 - 2010
DLJ April 1998 - June 2000
Morgan Stanley March 1995 - April 1998
Credit Suisse First Boston 1991 - 1995
Skills
Investments, Capital Markets, Credit, Mortgage Lending, Trading, Management, Real Estate Economics, Asset Management, Valuation, Due Diligence, Private Equity, Real Estate Development, Real Estate, Financial Modeling, Investment Properties, Financial Structuring, Hedge Funds, Real Estate Transactions, Brokerage, Disposition, Start-ups, Asset Managment, Commercial Real Estate, Entrepreneurship, Structured Finance, Venture Capital, Mezzanine, Mergers & Acquisitions, Corporate Finance
Education
Columbia University in the City of New York 2004 — 2006
Bio Chemistry
Brown University 1986 — 1991
BA/BS, Computer Science, Philosophy, Economics
Corinne Gradler's Morgan Stanley Experience 1997 - 1998
Job Advisory Professional
Industry Management Consulting
Experience
BASF 2003 - 2005
BASF September 2002 - March 2003
Lab Morgan 2001 - 2001
PwC 1998 - 2000
Morgan Stanley 1997 - 1998
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Management and International Business
Bryn Mawr College
Bachelor's degree, Philosophy and French
BASF 2003 - 2005
BASF September 2002 - March 2003
Lab Morgan 2001 - 2001
PwC 1998 - 2000
Morgan Stanley 1997 - 1998
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Management and International Business
Bryn Mawr College
Bachelor's degree, Philosophy and French
Christina Leighton's Morgan Stanley Experience 1992 - 1996
Job Sales Coordinator at Intac Actuarial Services, Inc.
Industry Financial Services
Experience
Intac Actuarial Services, Inc. November 2013 - Present
Merrill Lynch 1997 - 1999
Morgan Stanley 1992 - 1996
Chase 1990 - 1992
Skills
Financial Analysis, Banking, Risk Management, Capital Markets, Finance, Sales, Relationship Management
Education
Bryant University 1986 — 1990
Bachelor of Science (BS), Finance
Intac Actuarial Services, Inc. November 2013 - Present
Merrill Lynch 1997 - 1999
Morgan Stanley 1992 - 1996
Chase 1990 - 1992
Skills
Financial Analysis, Banking, Risk Management, Capital Markets, Finance, Sales, Relationship Management
Education
Bryant University 1986 — 1990
Bachelor of Science (BS), Finance
Michael Zuckert's Morgan Stanley Experience February 1987 - June 2002
Job General Counsel at SVB Financial Group
Industry Banking
Experience
SVB Financial Group March 2014 - Present
Citigroup July 2002 - January 2014
Morgan Stanley February 1987 - June 2002
TheStreet February 1999 - April 2000
Willkie Farr & Gallagher LLP October 1983 - February 1987
Education
New York University School of Law 1980 — 1983
J.D.
Brown University 1976 — 1980
A.B.
SVB Financial Group March 2014 - Present
Citigroup July 2002 - January 2014
Morgan Stanley February 1987 - June 2002
TheStreet February 1999 - April 2000
Willkie Farr & Gallagher LLP October 1983 - February 1987
Education
New York University School of Law 1980 — 1983
J.D.
Brown University 1976 — 1980
A.B.
Andrew Sloane's Morgan Stanley Experience September 2003 - September 2005
Job
Industry Financial Services
Experience
Bankers Life May 2015 - Present
Bankers Life February 2014 - April 2015
Morgan Stanley Smith Barney June 2011 - December 2013
Morgan Stanley Smith Barney January 2006 - June 2011
Credit Suisse September 2005 - September 2006
Credit Suisse September 2005 - September 2006
Morgan Stanley September 2003 - September 2005
Skills
Fixed Income, Financial Analysis, Portfolio Management, Equities, Financial Modeling, Asset Management, Mutual Funds, Securities, Entrepreneurship, Investments, Alternative Investments, Risk Management, Hedge Funds, Financial Services
Education
Bryant University 1999 — 2003
Bachelor of Business Administration (BBA)
Bryant University 1999 — 2003
B.S
Bankers Life May 2015 - Present
Bankers Life February 2014 - April 2015
Morgan Stanley Smith Barney June 2011 - December 2013
Morgan Stanley Smith Barney January 2006 - June 2011
Credit Suisse September 2005 - September 2006
Credit Suisse September 2005 - September 2006
Morgan Stanley September 2003 - September 2005
Skills
Fixed Income, Financial Analysis, Portfolio Management, Equities, Financial Modeling, Asset Management, Mutual Funds, Securities, Entrepreneurship, Investments, Alternative Investments, Risk Management, Hedge Funds, Financial Services
Education
Bryant University 1999 — 2003
Bachelor of Business Administration (BBA)
Bryant University 1999 — 2003
B.S
Kelly Kristen's Morgan Stanley Experience November 2007 - November 2008
Job
Industry Electrical/Electronic Manufacturing
Experience
Morgan Stanley November 2007 - November 2008
Boyle Software May 2002 - October 2007
The Johns Hopkins University Applied Physics Laboratory September 1989 - February 2002
Mink Hollow Systems February 2001 - September 2001
Skills
Windows, PowerPoint, Microsoft Word, Research, Outlook, Strategic Planning, Microsoft Office, Teaching, Microsoft Excel, Photoshop, Public Speaking, Customer Service, English, Sales, Editing, Leadership, Budgets
Education
Georgia Institute of Technology 1985 — 1986
Master's Degree, Electrical Engineering
Spelman College 1983 — 1985
Bachelor's Degree, Applied Physics
Bryn Mawr College 1984 — 1984
Physics
Morgan Stanley November 2007 - November 2008
Boyle Software May 2002 - October 2007
The Johns Hopkins University Applied Physics Laboratory September 1989 - February 2002
Mink Hollow Systems February 2001 - September 2001
Skills
Windows, PowerPoint, Microsoft Word, Research, Outlook, Strategic Planning, Microsoft Office, Teaching, Microsoft Excel, Photoshop, Public Speaking, Customer Service, English, Sales, Editing, Leadership, Budgets
Education
Georgia Institute of Technology 1985 — 1986
Master's Degree, Electrical Engineering
Spelman College 1983 — 1985
Bachelor's Degree, Applied Physics
Bryn Mawr College 1984 — 1984
Physics
Karen Kushner Picciano's Morgan Stanley Experience February 1997 - October 1998
Job Account Executive at Travelers Companies
Industry Insurance
Experience
Travelers Companies September 2010 - November 2012
Zurich North America July 2002 - September 2010
Citigroup September 2001 - April 2002
Asset Indemnity Brokerage Corp. November 1998 - May 2000
Morgan Stanley February 1997 - October 1998
Education
Hofstra University 2000 — 2001
MBA, Finance
Hofstra University 1995 — 1996
BBA, Finance
Bryant University 1993 — 1994
Finance
Travelers Companies September 2010 - November 2012
Zurich North America July 2002 - September 2010
Citigroup September 2001 - April 2002
Asset Indemnity Brokerage Corp. November 1998 - May 2000
Morgan Stanley February 1997 - October 1998
Education
Hofstra University 2000 — 2001
MBA, Finance
Hofstra University 1995 — 1996
BBA, Finance
Bryant University 1993 — 1994
Finance
Tilli Dias's Morgan Stanley Experience July 2005 - Present
Job
Industry Financial Services
Experience
Morgan Stanley July 2005 - Present
Skills
Capital Markets, Fixed Income, Valuation, Hedge Funds, Financial Modeling, Series 7, Bloomberg, Private Equity, Investments, Alternative Investments
Education
Brown University
Morgan Stanley July 2005 - Present
Skills
Capital Markets, Fixed Income, Valuation, Hedge Funds, Financial Modeling, Series 7, Bloomberg, Private Equity, Investments, Alternative Investments
Education
Brown University
Nicholas Fair's Morgan Stanley Experience June 2014 - Present
Job Student at Brown University
Industry Banking
Experience
Morgan Stanley June 2014 - Present
Cowen Institute for Public Education Initiatives at Tulane University September 2010 - June 2011
STERNE AGEE & LEACH January 2011 - May 2011
Merrill Lynch September 2010 - January 2011
The Idea Village September 2010 - November 2010
Skills
Entrepreneurship, Private Equity, Research
Education
Brown University 2011 — 2015
Deerfield Academy 2008 — 2010
Morgan Stanley June 2014 - Present
Cowen Institute for Public Education Initiatives at Tulane University September 2010 - June 2011
STERNE AGEE & LEACH January 2011 - May 2011
Merrill Lynch September 2010 - January 2011
The Idea Village September 2010 - November 2010
Skills
Entrepreneurship, Private Equity, Research
Education
Brown University 2011 — 2015
Deerfield Academy 2008 — 2010
Lixian Wang's Morgan Stanley Experience August 2015 - Present
Job
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley July 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Deutsche Bank June 2011 - August 2011
Education
Brown University 2010 — 2013
ScB, Applied Mathematics-Economics (Mathematical Finance)
Hwa Chong Institution (Singapore) 2008 — 2010
A-Level, Sciences, Economics
Morgan Stanley August 2015 - Present
Morgan Stanley July 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Deutsche Bank June 2011 - August 2011
Education
Brown University 2010 — 2013
ScB, Applied Mathematics-Economics (Mathematical Finance)
Hwa Chong Institution (Singapore) 2008 — 2010
A-Level, Sciences, Economics
Renzo Renzi's Morgan Stanley Experience 2002 - 2004
Job Manager, EFO Financial Group, LLC
Industry Financial Services
Experience
Regenerative Medicine Solutions July 2013 - Present
United Development Funding June 2013 - Present
EFO Financial Group, LLC November 2008 - Present
LJH Financial Marketing Strategies June 2006 - October 2008
Morgan Stanley 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Private Equity, Alternative Investments, Investments, Asset Managment, Due Diligence, Portfolio Management, Corporate Finance, Structured Finance, Asset Allocation, Financial Structuring, Securities, Loans, Asset Management
Education
Florida Gulf Coast University 2004 — 2006
Finance
Bryant University 2002 — 2004
Finance
Regenerative Medicine Solutions July 2013 - Present
United Development Funding June 2013 - Present
EFO Financial Group, LLC November 2008 - Present
LJH Financial Marketing Strategies June 2006 - October 2008
Morgan Stanley 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Private Equity, Alternative Investments, Investments, Asset Managment, Due Diligence, Portfolio Management, Corporate Finance, Structured Finance, Asset Allocation, Financial Structuring, Securities, Loans, Asset Management
Education
Florida Gulf Coast University 2004 — 2006
Finance
Bryant University 2002 — 2004
Finance
Su Yeo's Morgan Stanley Experience 2005 - 2013
Job Principal at WL Ross & Co. LLC
Industry Venture Capital & Private Equity
Experience
Morgan Stanley 2005 - 2013
Morgan Stanley 2001 - 2005
Lehman Brothers 1998 - 1999
Lehman Brothers 1996 - 1998
Skills
Private Equity, Special Situations..., Deal Execution, Recapitalizations, Mergers & Acquisitions, Fixed Income, Equities, Investment Banking, Alternative Investments, Valuation and Financial..., Due Diligence
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Master of Business Administration (MBA), Finance and Strategic Management
Bryn Mawr College 1992 — 1996
Bachelor of Arts (BA), Economics
Morgan Stanley 2005 - 2013
Morgan Stanley 2001 - 2005
Lehman Brothers 1998 - 1999
Lehman Brothers 1996 - 1998
Skills
Private Equity, Special Situations..., Deal Execution, Recapitalizations, Mergers & Acquisitions, Fixed Income, Equities, Investment Banking, Alternative Investments, Valuation and Financial..., Due Diligence
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Master of Business Administration (MBA), Finance and Strategic Management
Bryn Mawr College 1992 — 1996
Bachelor of Arts (BA), Economics
Karla Bowen's Morgan Stanley Experience September 2000 - November 2011
Job Senior Analyst at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial November 2011 - Present
Morgan Stanley September 2000 - November 2011
Skills
Series 99
Education
Bryant College 1996 — 2000
Bachelor's degree, Finance, General
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.)
E*TRADE Financial November 2011 - Present
Morgan Stanley September 2000 - November 2011
Skills
Series 99
Education
Bryant College 1996 — 2000
Bachelor's degree, Finance, General
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS