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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Morgan Stanley Employees
Employee
Years
Job
Industry
Dennis Ferrill Dennis Ferrill's Morgan Stanley Experience 1988 - 1990
Job Resident at Zen Mountain Monastery
Industry Information Technology and Services
Experience
Zen Mountain Monastery 2015 - Present
Pubsonic August 2013 - Present
TechStars 2013 - Present
Wellframe 2012 - Present
Advanced Practice Strategies, Inc August 2005 - May 2013
Independent 1992 - 2005
Morningside Group 1990 - 1992
Morgan Stanley 1988 - 1990
The Boston Consulting Group 1983 - 1988
Skills
HTML, Start-ups, Strategic Planning, Mergers & Acquisitions, Enterprise Software, Business Strategy, Management, Healthcare, Healthcare Information..., Leadership, Product Management, Management Consulting, Strategy, Entrepreneurship, Executive Management, Strategic Partnerships, Sales, Private Equity
Education
Harvard Business School 1981 — 1983
MBA, Management
California Institute of Technology 1975 — 1979
BS
Zen Mountain Monastery 2015 - Present
Pubsonic August 2013 - Present
TechStars 2013 - Present
Wellframe 2012 - Present
Advanced Practice Strategies, Inc August 2005 - May 2013
Independent 1992 - 2005
Morningside Group 1990 - 1992
Morgan Stanley 1988 - 1990
The Boston Consulting Group 1983 - 1988
Skills
HTML, Start-ups, Strategic Planning, Mergers & Acquisitions, Enterprise Software, Business Strategy, Management, Healthcare, Healthcare Information..., Leadership, Product Management, Management Consulting, Strategy, Entrepreneurship, Executive Management, Strategic Partnerships, Sales, Private Equity
Education
Harvard Business School 1981 — 1983
MBA, Management
California Institute of Technology 1975 — 1979
BS
Suneal Chaudhary Suneal Chaudhary's Morgan Stanley Experience June 2007 - August 2007
Job Associate Director, First Quadrant LP
Industry Investment Management
Experience
First Quadrant February 2013 - Present
Monmouth University September 2007 - February 2013
Morgan Stanley June 2007 - August 2007
University of Utah 2004 - 2007
Microsoft June 1997 - December 1997
First Quadrant 1994 - 1996
Skills
Statistics, R, Algorithms, Quantitative Finance, Matlab, Time Series Analysis, Quantitative Analytics, C++, Monte Carlo Simulation, Higher Education, Teaching, Statistical Modeling, Data Analysis, Programming, Research, Perl, Software Engineering, University Teaching, Python, Data Mining, Linux, pandas, Database Design, SQL, MySQL, Data Science, Data Visualization, Risk Analytics, Risk Assessment, LaTeX, Derivatives, Equities, Fixed Income, Mathematical Modeling, Portfolio Management, Simulations, Software Development, Options, Financial Modeling, Asset Management, Hedge Funds
Education
University of California, Los Angeles 1998 — 2004
Ph.D., Mathematics
University of California, Los Angeles 1996 — 1997
M.S., Operations Research
Caltech 1990 — 1994
B.S., Applied Math and EE (E&AS)
Manalapan High School 1987 — 1990
First Quadrant February 2013 - Present
Monmouth University September 2007 - February 2013
Morgan Stanley June 2007 - August 2007
University of Utah 2004 - 2007
Microsoft June 1997 - December 1997
First Quadrant 1994 - 1996
Skills
Statistics, R, Algorithms, Quantitative Finance, Matlab, Time Series Analysis, Quantitative Analytics, C++, Monte Carlo Simulation, Higher Education, Teaching, Statistical Modeling, Data Analysis, Programming, Research, Perl, Software Engineering, University Teaching, Python, Data Mining, Linux, pandas, Database Design, SQL, MySQL, Data Science, Data Visualization, Risk Analytics, Risk Assessment, LaTeX, Derivatives, Equities, Fixed Income, Mathematical Modeling, Portfolio Management, Simulations, Software Development, Options, Financial Modeling, Asset Management, Hedge Funds
Education
University of California, Los Angeles 1998 — 2004
Ph.D., Mathematics
University of California, Los Angeles 1996 — 1997
M.S., Operations Research
Caltech 1990 — 1994
B.S., Applied Math and EE (E&AS)
Manalapan High School 1987 — 1990
E'Saul Damion Saez E'Saul Damion Saez's Morgan Stanley Experience 2008 - 2012
Job Manager/Key Holder
Industry Financial Services
Experience
Icebreaker December 2014 - Present
DAPOR (Dream Are Prerequisites Of Reality) January 2007 - Present
Nordstrom April 2014 - January 2015
The Realestate Group February 2014 - April 2014
Nordstrom December 2013 - April 2014
McGlaughlin Insulation January 2013 - January 2014
Pennsylvania Renewables Inc. January 2013 - January 2014
Morgan Stanley 2008 - 2012
Morgan Stanley January 2008 - July 2008
Prince George's County, Maryland September 2006 - May 2007
Skills
Fixed Income, Financial Analysis, Team Leadership, Digital Photography, Videography, Business Analysis, Equity Settlements, Bloomberg Terminal, DTC, Microsoft Office, Adobe Creative Suite, Data Entry, Customer Service, Public Speaking, Social Media, Community Service, Account Reconciliation, Financial Operations, Green Building, New Business Development, Web Design, Graphic Design, Creative Writing, Digital Marketing, Fashion Design, Music Production, SWIFT payments, Euclid, Financial Services, Sales, ACATS, Corporate Actions, CIW, Stylists, Social Media Marketing, Networking, Training, Management, Equities, Distressed Debt, Securities, Client Services, Time Management, Financial Risk, Back Office, Foreign Exchange, Stocks, Leadership
Education
Towson University 2013 — 2014
Certified Internet Web Professional (CIW), Web Page, Digital/Multimedia and Information Resources Design
Cambridge College 2007 — 2008
Bachelor of Business Administration (B.B.A.)
Year Up 2007 — 2008
Graduation Certificate, Investment Operations/Business
Icebreaker December 2014 - Present
DAPOR (Dream Are Prerequisites Of Reality) January 2007 - Present
Nordstrom April 2014 - January 2015
The Realestate Group February 2014 - April 2014
Nordstrom December 2013 - April 2014
McGlaughlin Insulation January 2013 - January 2014
Pennsylvania Renewables Inc. January 2013 - January 2014
Morgan Stanley 2008 - 2012
Morgan Stanley January 2008 - July 2008
Prince George's County, Maryland September 2006 - May 2007
Skills
Fixed Income, Financial Analysis, Team Leadership, Digital Photography, Videography, Business Analysis, Equity Settlements, Bloomberg Terminal, DTC, Microsoft Office, Adobe Creative Suite, Data Entry, Customer Service, Public Speaking, Social Media, Community Service, Account Reconciliation, Financial Operations, Green Building, New Business Development, Web Design, Graphic Design, Creative Writing, Digital Marketing, Fashion Design, Music Production, SWIFT payments, Euclid, Financial Services, Sales, ACATS, Corporate Actions, CIW, Stylists, Social Media Marketing, Networking, Training, Management, Equities, Distressed Debt, Securities, Client Services, Time Management, Financial Risk, Back Office, Foreign Exchange, Stocks, Leadership
Education
Towson University 2013 — 2014
Certified Internet Web Professional (CIW), Web Page, Digital/Multimedia and Information Resources Design
Cambridge College 2007 — 2008
Bachelor of Business Administration (B.B.A.)
Year Up 2007 — 2008
Graduation Certificate, Investment Operations/Business
Frank Udvarhely Frank Udvarhely's Morgan Stanley Experience September 2015 - Present
Job Class of 2015, Business Administration Financial Planning with Honors CSU Sacramento.
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Sun City Lincoln HIlls by Del Webb September 2007 - September 2015
Merit Property Management 2006 - 2013
Skills
Entrepreneurship, Computers, People Skills, Optimization, Driving Performance, Defensive Driving, Time Management, Telephone Skills, Analytical Skills, Association Management, Creative Problem Solving, Social Networking, Organization, Expense Reports, Data Entry, Hospitality, Future Trends, Ethics, Conflict Resolution, Facilities Management, Computer Maintenance, Coordinating Events, Customer Retention, Friendly Personality, Sales, Teamwork, Phone Etiquette, Creative Writing, Retail, Help Desk Support, Team Leadership, Customer Service, Leadership, Operations Management, Marketing, Management, Microsoft Excel, Strategic Planning, PowerPoint, Finance, Team Building, Public Speaking, Microsoft Office, Project Management, Event Planning
Education
California State University-Sacramento 2013 — 2015
Bachelor of Business Administration (BBA), Financial Planning and Services
Sierra College 2007 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Morgan Stanley September 2015 - Present
Sun City Lincoln HIlls by Del Webb September 2007 - September 2015
Merit Property Management 2006 - 2013
Skills
Entrepreneurship, Computers, People Skills, Optimization, Driving Performance, Defensive Driving, Time Management, Telephone Skills, Analytical Skills, Association Management, Creative Problem Solving, Social Networking, Organization, Expense Reports, Data Entry, Hospitality, Future Trends, Ethics, Conflict Resolution, Facilities Management, Computer Maintenance, Coordinating Events, Customer Retention, Friendly Personality, Sales, Teamwork, Phone Etiquette, Creative Writing, Retail, Help Desk Support, Team Leadership, Customer Service, Leadership, Operations Management, Marketing, Management, Microsoft Excel, Strategic Planning, PowerPoint, Finance, Team Building, Public Speaking, Microsoft Office, Project Management, Event Planning
Education
California State University-Sacramento 2013 — 2015
Bachelor of Business Administration (BBA), Financial Planning and Services
Sierra College 2007 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Elena Prok Elena Prok's Morgan Stanley Experience February 2000 - July 2001
Job Sacramento Area Real Estate Professional
Industry Real Estate
Experience
USKO Realty February 2006 - Present
Mission Valley Travel Inc July 2001 - April 2004
Morgan Stanley February 2000 - July 2001
Skills
Investment Properties, First Time Home Buyers, Sales, REO, Customer Service, Real Estate, Foreclosures, Short Sales, Marketing, Single Family Homes, Listings, Buyer Representation, New Home Sales, Relocation, Sellers
Education
California State University-Sacramento
Bachelor of Business Administration (BBA), Organizational Communication, General
USKO Realty February 2006 - Present
Mission Valley Travel Inc July 2001 - April 2004
Morgan Stanley February 2000 - July 2001
Skills
Investment Properties, First Time Home Buyers, Sales, REO, Customer Service, Real Estate, Foreclosures, Short Sales, Marketing, Single Family Homes, Listings, Buyer Representation, New Home Sales, Relocation, Sellers
Education
California State University-Sacramento
Bachelor of Business Administration (BBA), Organizational Communication, General
Nate Karsten Nate Karsten's Morgan Stanley Experience June 2000 - January 2005
Job Managing Partner at Same Day Delivery
Industry Transportation/Trucking/Railroad
Experience
Same Day Delivery January 2005 - Present
Morgan Stanley June 2000 - January 2005
Education
Calvin College 1996 — 2000
Same Day Delivery January 2005 - Present
Morgan Stanley June 2000 - January 2005
Education
Calvin College 1996 — 2000
Denise Celaya's Morgan Stanley Experience October 2000 - October 2002
Job VP Strategic Partnerships at Smart Utility Systems
Industry Information Technology and Services
Experience
Smart Utility Systems August 2015 - Present
MILLS Communications March 2015 - Present
CenturyLink Technology Solutions February 2014 - March 2015
Mitel February 2008 - March 2014
UBS Wealth Management October 2002 - December 2007
Morgan Stanley October 2000 - October 2002
TD Ameritrade September 1995 - October 2000
Skills
Unified Communications, Telephony, VoIP, Managed Services, SIP, T1, Co-location, Cloud Computing, MPLS, Telecommunications, IP, Call Centers, Video Conferencing, Wireless, Marketing Communications, Solution Selling, Direct Sales, Account Management, WAN, Strategic Planning, Marketing Strategy, Business Development, Leadership, SaaS, IaaS, Professional Services, Start-ups, Product Strategies, Information Management, Data Center, Networking, Salesforce.com, Sales, Management, Strategic Partnerships, Sales Process, Consulting, Channel Partners, Enterprise Software, Sales Operations, Sales Management, New Business Development, Strategy, Product Management, CRM, Mobile Devices, Marketing
Education
Cal State 1997 — 1999
Bachelor's Degree
College of the Desert 1995 — 1996
Associate's Degree
Grossmont College 1993 — 1995
Associate's Degree
Smart Utility Systems August 2015 - Present
MILLS Communications March 2015 - Present
CenturyLink Technology Solutions February 2014 - March 2015
Mitel February 2008 - March 2014
UBS Wealth Management October 2002 - December 2007
Morgan Stanley October 2000 - October 2002
TD Ameritrade September 1995 - October 2000
Skills
Unified Communications, Telephony, VoIP, Managed Services, SIP, T1, Co-location, Cloud Computing, MPLS, Telecommunications, IP, Call Centers, Video Conferencing, Wireless, Marketing Communications, Solution Selling, Direct Sales, Account Management, WAN, Strategic Planning, Marketing Strategy, Business Development, Leadership, SaaS, IaaS, Professional Services, Start-ups, Product Strategies, Information Management, Data Center, Networking, Salesforce.com, Sales, Management, Strategic Partnerships, Sales Process, Consulting, Channel Partners, Enterprise Software, Sales Operations, Sales Management, New Business Development, Strategy, Product Management, CRM, Mobile Devices, Marketing
Education
Cal State 1997 — 1999
Bachelor's Degree
College of the Desert 1995 — 1996
Associate's Degree
Grossmont College 1993 — 1995
Associate's Degree
Naomi Rosenblum's Morgan Stanley Experience May 2003 - May 2007
Job Learning Consultant | Health Plan Institute at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente July 2014 - Present
Kaiser Permanente December 2012 - July 2014
Pacific Community Ventures September 2008 - February 2009
UBS Wealth Management May 2007 - May 2008
Morgan Stanley May 2003 - May 2007
Underdog Ventures November 2001 - April 2002
Skills
Project Management, Analytics, Strategic Planning, Marketing Strategy, Marketing Communications, Leadership, Nonprofits, Marketing, Program Management, Analysis, Non-profits, Strategy, Fundraising, Data Analysis, Healthcare, Organizational..., Public Speaking, Strategic Communications, Social Media, Community Outreach, Leadership Development, Event Planning, Entrepreneurship, Program Development
Education
University of San Francisco 2009 — 2011
MPA, Public Administration, Health
California State University-Sacramento 1999 — 2001
BA, Sociology
Kaiser Permanente July 2014 - Present
Kaiser Permanente December 2012 - July 2014
Pacific Community Ventures September 2008 - February 2009
UBS Wealth Management May 2007 - May 2008
Morgan Stanley May 2003 - May 2007
Underdog Ventures November 2001 - April 2002
Skills
Project Management, Analytics, Strategic Planning, Marketing Strategy, Marketing Communications, Leadership, Nonprofits, Marketing, Program Management, Analysis, Non-profits, Strategy, Fundraising, Data Analysis, Healthcare, Organizational..., Public Speaking, Strategic Communications, Social Media, Community Outreach, Leadership Development, Event Planning, Entrepreneurship, Program Development
Education
University of San Francisco 2009 — 2011
MPA, Public Administration, Health
California State University-Sacramento 1999 — 2001
BA, Sociology
Beth A. Rossi Beth A. Rossi's Morgan Stanley Experience October 2014 - Present
Job Portfolio Management Risk and Oversight
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
JP Morgan Private Bank March 2014 - July 2014
Centurion Asset Management, LLC October 2009 - March 2014
Morgan Stanley February 2005 - October 2009
Education
California University of Pennsylvania 1999 — 2002
Bachelor of Arts, Social Science
Morgan Stanley October 2014 - Present
JP Morgan Private Bank March 2014 - July 2014
Centurion Asset Management, LLC October 2009 - March 2014
Morgan Stanley February 2005 - October 2009
Education
California University of Pennsylvania 1999 — 2002
Bachelor of Arts, Social Science
Jesus Padilla, Jr. Jesus Padilla, Jr.'s Morgan Stanley Experience February 2006 - September 2009
Job Unisun solar
Industry Oil & Energy
Experience
Unisun Solar, Incorporated November 2014 - Present
IBookit March 2011 - Present
A1 Solar Power, Inc. June 2013 - November 2014
Caring.com January 2013 - May 2014
Gateway Group LLC June 2008 - January 2013
Morgan Stanley February 2006 - September 2009
UBS Wealth Management October 2002 - February 2006
Skills
Public Relations, Marketing Strategy, Social Media Marketing, Marketing, Social Media, Marketing Communications, Strategic Planning, New Business Development, Business Strategy, Business Development, Sales Management, Social Networking, Advertising, Facebook, Microsoft Word, Microsoft Excel, Online Marketing, Strategic Partnerships, Salesforce.com, Account Management, Lead Generation, Entrepreneurship, Start-ups, Strategy, Market Research, Product Marketing, Team Building, Business Planning, Brand Development, Brand Management, Event Management, Product Development, Public Speaking, Customer Service, Small Business, Online Advertising, Email Marketing, Competitive Analysis, Analytics, Digital Marketing, Digital Strategy, Management, Mobile Marketing, Marketing Management, Management Consulting, Mobile Devices, Creative Direction, Sales Presentations, Mobile Applications
Education
Cañada College 1994 — 1996
AA
Unisun Solar, Incorporated November 2014 - Present
IBookit March 2011 - Present
A1 Solar Power, Inc. June 2013 - November 2014
Caring.com January 2013 - May 2014
Gateway Group LLC June 2008 - January 2013
Morgan Stanley February 2006 - September 2009
UBS Wealth Management October 2002 - February 2006
Skills
Public Relations, Marketing Strategy, Social Media Marketing, Marketing, Social Media, Marketing Communications, Strategic Planning, New Business Development, Business Strategy, Business Development, Sales Management, Social Networking, Advertising, Facebook, Microsoft Word, Microsoft Excel, Online Marketing, Strategic Partnerships, Salesforce.com, Account Management, Lead Generation, Entrepreneurship, Start-ups, Strategy, Market Research, Product Marketing, Team Building, Business Planning, Brand Development, Brand Management, Event Management, Product Development, Public Speaking, Customer Service, Small Business, Online Advertising, Email Marketing, Competitive Analysis, Analytics, Digital Marketing, Digital Strategy, Management, Mobile Marketing, Marketing Management, Management Consulting, Mobile Devices, Creative Direction, Sales Presentations, Mobile Applications
Education
Cañada College 1994 — 1996
AA
Steven Toy's Morgan Stanley Experience September 2015 - Present
Job Tax Auditor at Franchise Tax Board
Industry Accounting
Experience
Franchise Tax Board January 2014 - Present
Morgan Stanley September 2015 - Present
Franchise Tax Board August 2013 - January 2014
Pacific Coast Building Products September 2012 - January 2013
California Department of Justice January 2010 - June 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Tax, Analysis, Social Media, Time Management
Education
California State University-Sacramento 2008 — 2013
Bachelor’s Degree, Accounting
Franchise Tax Board January 2014 - Present
Morgan Stanley September 2015 - Present
Franchise Tax Board August 2013 - January 2014
Pacific Coast Building Products September 2012 - January 2013
California Department of Justice January 2010 - June 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Tax, Analysis, Social Media, Time Management
Education
California State University-Sacramento 2008 — 2013
Bachelor’s Degree, Accounting
Stephen Scholler Stephen Scholler's Morgan Stanley Experience September 1998 - May 2007
Job Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2007 - Present
Morgan Stanley September 1998 - May 2007
The Ohio Company January 1995 - September 1998
Skills
Investments, Finance, Asset Allocation, Relationship Management, Insurance, Financial Analysis, Financial Advisory, Investment Strategies, Business Owner Planning, Business Succession..., Multigenerational..., Estate Investment..., Retirement-Plan..., Investment Planning, Management, Succession Planning, Retirement Planning, Wealth, Retirement, Wealth Strategies, Portfolio Strategies
Education
Western Michigan University 1998 — 2001
Master of Business Administration (M.B.A.), Business and Finance
Calvin College 1991 — 1994
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo Advisors, LLC May 2007 - Present
Morgan Stanley September 1998 - May 2007
The Ohio Company January 1995 - September 1998
Skills
Investments, Finance, Asset Allocation, Relationship Management, Insurance, Financial Analysis, Financial Advisory, Investment Strategies, Business Owner Planning, Business Succession..., Multigenerational..., Estate Investment..., Retirement-Plan..., Investment Planning, Management, Succession Planning, Retirement Planning, Wealth, Retirement, Wealth Strategies, Portfolio Strategies
Education
Western Michigan University 1998 — 2001
Master of Business Administration (M.B.A.), Business and Finance
Calvin College 1991 — 1994
Bachelor of Arts (B.A.), Business Administration and Management, General
Benjamin H. Mohr, CFA Benjamin H. Mohr, CFA's Morgan Stanley Experience 2002 - 2005
Job Senior Research Analyst, Fixed Income at Marquette Associates
Industry Investment Management
Experience
Marquette Associates 2014 - Present
Beacon Bay Holdings 2012 - 2013
Creative Health Capital 2008 - 2011
Jefferies & Company 2006 - 2008
Morgan Stanley 2002 - 2005
Mitchell Madison Group 1999 - 2002
Skills
Private Equity, Capital Markets, Investment Management, Acquisitions, Financial Analysis
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration, Finance & Accounting
California Institute of Technology 1995 — 1999
Bachelor of Science, Economics
Marquette Associates 2014 - Present
Beacon Bay Holdings 2012 - 2013
Creative Health Capital 2008 - 2011
Jefferies & Company 2006 - 2008
Morgan Stanley 2002 - 2005
Mitchell Madison Group 1999 - 2002
Skills
Private Equity, Capital Markets, Investment Management, Acquisitions, Financial Analysis
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration, Finance & Accounting
California Institute of Technology 1995 — 1999
Bachelor of Science, Economics
Theodore Stewart Theodore Stewart's Morgan Stanley Experience October 2010 - August 2011
Job Student at Capitol College
Industry
Experience
Morgan Stanley October 2010 - August 2011
Skills
Java, UNIX, C++, Public Speaking, Windows, Unix, Networking
Education
Capitol College 2011 — 2015
Bachelor's degree in Computer Science
Morgan Stanley October 2010 - August 2011
Skills
Java, UNIX, C++, Public Speaking, Windows, Unix, Networking
Education
Capitol College 2011 — 2015
Bachelor's degree in Computer Science
Jeffrey Kouba Jeffrey Kouba's Morgan Stanley Experience September 1997 - November 1998
Job Manager, Financial Reporting at BNY Mellon
Industry Banking
Experience
BNY Mellon March 2015 - Present
BNY Mellon February 2012 - Present
BNY Mellon November 2007 - February 2012
Nationwide Insurance June 2005 - November 2007
BISYS Fund Services November 1998 - June 2005
Morgan Stanley September 1997 - November 1998
Skills
Microsoft Excel, FundSuite SX, Confluence, EDGAR filings, Sunguard, Wilshire Abacus, Morningstar Direct, Markov Processes MPI..., Zephyr Style Advisor, Bloomberg Terminal, Mutual Funds, Fund Accounting, Fund Administration, Financial Reporting, Securities, ETFs, Alternative Investments, Asset Management, Account Reconciliation, Bloomberg, Financial Analysis, Equities
Education
Capital University 2000 — 2002
Master of Business Administration (M.B.A.)
Ohio Northern University 1992 — 1996
Bachelor of Science (B.S.), Finance and Economics
BNY Mellon March 2015 - Present
BNY Mellon February 2012 - Present
BNY Mellon November 2007 - February 2012
Nationwide Insurance June 2005 - November 2007
BISYS Fund Services November 1998 - June 2005
Morgan Stanley September 1997 - November 1998
Skills
Microsoft Excel, FundSuite SX, Confluence, EDGAR filings, Sunguard, Wilshire Abacus, Morningstar Direct, Markov Processes MPI..., Zephyr Style Advisor, Bloomberg Terminal, Mutual Funds, Fund Accounting, Fund Administration, Financial Reporting, Securities, ETFs, Alternative Investments, Asset Management, Account Reconciliation, Bloomberg, Financial Analysis, Equities
Education
Capital University 2000 — 2002
Master of Business Administration (M.B.A.)
Ohio Northern University 1992 — 1996
Bachelor of Science (B.S.), Finance and Economics
Debbie Feest Debbie Feest's Morgan Stanley Experience 2008 - 2014
Job Founder at The Kiah Foundation
Industry Nonprofit Organization Management
Experience
The Kiah Foundation October 2013 - Present
Morgan Stanley Wealth Management September 2008 - April 2015
Morgan Stanley 2008 - 2014
Kovack Securities 2006 - 2008
Brimmer Financial, National Securities 1993 - 2006
Skills
Financial Services, Portfolio Management, Customer Service, Series 7, Series 63, Problem Solving, Series 65, Mutual Funds, Series 24, Commodity Licensed, Real Estate License, Non-profit Development, Non-profit Leadership, Marketing, Financial Planning, Sales, Management
Education
Cape Cod Community College
Associate’s Degree, Business Administration and Management, General
The Kiah Foundation October 2013 - Present
Morgan Stanley Wealth Management September 2008 - April 2015
Morgan Stanley 2008 - 2014
Kovack Securities 2006 - 2008
Brimmer Financial, National Securities 1993 - 2006
Skills
Financial Services, Portfolio Management, Customer Service, Series 7, Series 63, Problem Solving, Series 65, Mutual Funds, Series 24, Commodity Licensed, Real Estate License, Non-profit Development, Non-profit Leadership, Marketing, Financial Planning, Sales, Management
Education
Cape Cod Community College
Associate’s Degree, Business Administration and Management, General
Lonnette Taylor Lonnette Taylor's Morgan Stanley Experience January 1999 - January 2002
Job Labeling Coordinator I at Covidien
Industry Medical Devices
Experience
Covidien llc January 2008 - Present
Covidien March 2007 - Present
Covidien January 2007 - Present
The Alpha Group January 2007 - January 2008
People's Mortgage March 2003 - March 2007
People's Mortgage January 2006 - January 2007
People’s Mortgage Corporation January 2003 - January 2007
People's Mortgage January 2003 - January 2006
Marshall’s, Incorporated January 2001 - January 2003
Morgan Stanley January 1999 - January 2002
Skills
Customer Service, Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Administrative..., Microsoft Word, Retail, Product Launch, Newsletters, Cross-functional Team..., Management, Product Development, Project Management, Teamwork, Risk Management
Education
Capella University 2008 — 2016
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Silver Creek High School 1993 — 1994
Diploma
Covidien llc January 2008 - Present
Covidien March 2007 - Present
Covidien January 2007 - Present
The Alpha Group January 2007 - January 2008
People's Mortgage March 2003 - March 2007
People's Mortgage January 2006 - January 2007
People’s Mortgage Corporation January 2003 - January 2007
People's Mortgage January 2003 - January 2006
Marshall’s, Incorporated January 2001 - January 2003
Morgan Stanley January 1999 - January 2002
Skills
Customer Service, Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Administrative..., Microsoft Word, Retail, Product Launch, Newsletters, Cross-functional Team..., Management, Product Development, Project Management, Teamwork, Risk Management
Education
Capella University 2008 — 2016
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Silver Creek High School 1993 — 1994
Diploma
Vicki O'Day's Morgan Stanley Experience May 1996 - January 1999
Job Management Consultant
Industry Management Consulting
Experience
Vicki O'Day LLC January 2012 - Present
Future First Women's Congress July 2014 - December 2014
Wells Fargo 2008 - 2011
InspireU September 2004 - December 2008
Wells Fargo Investments June 2005 - May 2007
Wells Fargo Investments June 2000 - May 2005
Wells Fargo Investments June 1999 - June 2000
Morgan Stanley May 1996 - January 1999
ScottTrade August 1995 - April 1996
Skills
Leadership Development, Organizational..., Community Development, Project Management, Team Leadership, Public Speaking, Cross-functional Team..., Workshop Facilitation, Coaching, Executive Coaching, Change Management, Program Management, Business Analysis
Education
Saint Mary's University of Minnesota 2006 — 2008
MA, Human Development
Capella University 2001 — 2005
BS, Business Administration and Management, General
Lakeshore Technical College 1990 — 1994
Associate's Degree, Accounting and Finance, 4.0
Howards Grove High School
Vicki O'Day LLC January 2012 - Present
Future First Women's Congress July 2014 - December 2014
Wells Fargo 2008 - 2011
InspireU September 2004 - December 2008
Wells Fargo Investments June 2005 - May 2007
Wells Fargo Investments June 2000 - May 2005
Wells Fargo Investments June 1999 - June 2000
Morgan Stanley May 1996 - January 1999
ScottTrade August 1995 - April 1996
Skills
Leadership Development, Organizational..., Community Development, Project Management, Team Leadership, Public Speaking, Cross-functional Team..., Workshop Facilitation, Coaching, Executive Coaching, Change Management, Program Management, Business Analysis
Education
Saint Mary's University of Minnesota 2006 — 2008
MA, Human Development
Capella University 2001 — 2005
BS, Business Administration and Management, General
Lakeshore Technical College 1990 — 1994
Associate's Degree, Accounting and Finance, 4.0
Howards Grove High School
Anita Thomas, PMP's Morgan Stanley Experience January 1999 - January 2003
Job Director of Software Solutions at POS Portal
Industry Information Technology and Services
Experience
POS Portal May 2013 - Present
POS Portal October 2012 - May 2013
SureWest Communications November 2011 - October 2012
SureWest Communications December 2006 - November 2011
SureWest Communications July 2003 - December 2006
Morgan Stanley January 1999 - January 2003
Skills
Certified Project..., PeopleSoft, Financial Analysis, Financial Reporting, Financial Modeling, Software Quality..., Acquisition Integration, System Deployment, PeopleTools, Oracle SQL, PL/SQL, Accounting, Requirements Gathering, Business Process..., Software Requirements, Test Planning, Test Cases, Test Management, Regression Testing, Usability Testing, MS Project, SharePoint, Project Planning, Project Finance, Project Delivery, Software Project..., Problem Solving, Data Analysis, Requirements Analysis, Gap Analysis, Timeline Development, Training Delivery, Hands-on Training, Computer Software..., Subject Matter Experts, Enterprise Software, Code Review, nVision, EPM, FSCM, HRMS, Data Mover, PeopleSoft Financial, Project Management, Integration, SDLC, Visio, Business Process, Testing, Software Documentation
Education
PROJECT MANAGEMENT INSTITUTE
CSU Sacramento 1998 — 2001
Bachelor of Science (B.S.), Business/Managerial Finance, 3.4
Shasta College 1995 — 1998
Associate of Science (A.S.), Business Administration and Management, General
POS Portal May 2013 - Present
POS Portal October 2012 - May 2013
SureWest Communications November 2011 - October 2012
SureWest Communications December 2006 - November 2011
SureWest Communications July 2003 - December 2006
Morgan Stanley January 1999 - January 2003
Skills
Certified Project..., PeopleSoft, Financial Analysis, Financial Reporting, Financial Modeling, Software Quality..., Acquisition Integration, System Deployment, PeopleTools, Oracle SQL, PL/SQL, Accounting, Requirements Gathering, Business Process..., Software Requirements, Test Planning, Test Cases, Test Management, Regression Testing, Usability Testing, MS Project, SharePoint, Project Planning, Project Finance, Project Delivery, Software Project..., Problem Solving, Data Analysis, Requirements Analysis, Gap Analysis, Timeline Development, Training Delivery, Hands-on Training, Computer Software..., Subject Matter Experts, Enterprise Software, Code Review, nVision, EPM, FSCM, HRMS, Data Mover, PeopleSoft Financial, Project Management, Integration, SDLC, Visio, Business Process, Testing, Software Documentation
Education
PROJECT MANAGEMENT INSTITUTE
CSU Sacramento 1998 — 2001
Bachelor of Science (B.S.), Business/Managerial Finance, 3.4
Shasta College 1995 — 1998
Associate of Science (A.S.), Business Administration and Management, General
Michael Malone Michael Malone's Morgan Stanley Experience February 1988 - May 2001
Job President and CEO at Comerica Securities and Insurance
Industry Financial Services
Experience
Comerica Securities and Insurance February 2014 - Present
Malone Consulting, LLC January 2012 - February 2014
JP Morgan July 2010 - January 2012
J.P. Morgan August 2007 - July 2010
Smith Barney May 2001 - August 2007
Morgan Stanley February 1988 - May 2001
Shearson Lehman Brothers December 1983 - January 1988
Skills
Business Analysis, Organizational Growth, Strategic Leadership, Wealth Management, Investment Strategies, Asset Management, Investments, Management Consulting, Equities, Series 63, Series 24, Asset Managment, Management, Portfolio Management, Asset Allocation, Financial Advisory, Series 7, Financial Services, Hedge Funds, Banking, Alternative Investments, FINRA, Investment Management, Mutual Funds, Investment Advisory, Strategic Financial..., Recruiting, Securities, Risk Management, Finance, Capital Markets, Wealth Management..., Investment Banking, ETFs
Education
The American College 2010 — 2011
MS Managment, Management and Leadership
Capital University
BGS, Management
Comerica Securities and Insurance February 2014 - Present
Malone Consulting, LLC January 2012 - February 2014
JP Morgan July 2010 - January 2012
J.P. Morgan August 2007 - July 2010
Smith Barney May 2001 - August 2007
Morgan Stanley February 1988 - May 2001
Shearson Lehman Brothers December 1983 - January 1988
Skills
Business Analysis, Organizational Growth, Strategic Leadership, Wealth Management, Investment Strategies, Asset Management, Investments, Management Consulting, Equities, Series 63, Series 24, Asset Managment, Management, Portfolio Management, Asset Allocation, Financial Advisory, Series 7, Financial Services, Hedge Funds, Banking, Alternative Investments, FINRA, Investment Management, Mutual Funds, Investment Advisory, Strategic Financial..., Recruiting, Securities, Risk Management, Finance, Capital Markets, Wealth Management..., Investment Banking, ETFs
Education
The American College 2010 — 2011
MS Managment, Management and Leadership
Capital University
BGS, Management
Jeffrey Winneberger Jeffrey Winneberger's Morgan Stanley Experience 2000 - 2001
Job Fiduciary & Portfolio Management Strategist at BB&T Wealth
Industry Financial Services
Experience
BB&T July 2015 - Present
BB&T September 2011 - July 2015
BB&T December 2005 - September 2011
BB&T January 2003 - December 2005
BB&T April 2002 - January 2003
Edward Jones 2001 - 2001
Morgan Stanley 2000 - 2001
Legg Mason 1999 - 2000
Skills
Wealth Management, Strategic Financial..., Estate Planning, Portfolio Management, Retirement, Retirement Planning, Retirement Savings, Retirement Plan..., Investments, Asset Management, Asset Building, Asset Allocation, Asset Protection, Stock Management, Bonds, Banking, Deposits, Qualified Retirement..., 401k Rollovers, Retail Banking, Consumer Lending, Credit, Credit Analysis, Asset Based Lending, Mortgage Lending, Loans, Risk Management, Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Umbrella Insurance
Education
Campbell University
Wake Forest University 2006 — 2008
Christopher Newport University 1996 — 1999
Bachelor of Science (BS), Finance and Financial Management Services, 3.47
BB&T July 2015 - Present
BB&T September 2011 - July 2015
BB&T December 2005 - September 2011
BB&T January 2003 - December 2005
BB&T April 2002 - January 2003
Edward Jones 2001 - 2001
Morgan Stanley 2000 - 2001
Legg Mason 1999 - 2000
Skills
Wealth Management, Strategic Financial..., Estate Planning, Portfolio Management, Retirement, Retirement Planning, Retirement Savings, Retirement Plan..., Investments, Asset Management, Asset Building, Asset Allocation, Asset Protection, Stock Management, Bonds, Banking, Deposits, Qualified Retirement..., 401k Rollovers, Retail Banking, Consumer Lending, Credit, Credit Analysis, Asset Based Lending, Mortgage Lending, Loans, Risk Management, Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Umbrella Insurance
Education
Campbell University
Wake Forest University 2006 — 2008
Christopher Newport University 1996 — 1999
Bachelor of Science (BS), Finance and Financial Management Services, 3.47
Charles Dankworth Charles Dankworth's Morgan Stanley Experience March 1981 - September 2001
Job Barron's Top Rated Financial Advisor; UBS Wealth Advisor, Senior Portfolio Manager
Industry Investment Management
Experience
UBS Financial Services December 2008 - Present
New Albany Chamber of Commerce January 2010 - Present
Citi September 2001 - December 2008
Morgan Stanley March 1981 - September 2001
Attorney at Law November 1976 - March 1981
Education
University of Pennsylvania - The Wharton School 1987 — 1988
Senior Consultant, Wealth Management
The Ohio State University Fisher College of Business 1979 — 1981
MBA, Business and Finance
Capital University Law School 1973 — 1976
JD, Law
The Ohio State University 1968 — 1972
BA with distinction, Political Science and Economics
UBS Financial Services December 2008 - Present
New Albany Chamber of Commerce January 2010 - Present
Citi September 2001 - December 2008
Morgan Stanley March 1981 - September 2001
Attorney at Law November 1976 - March 1981
Education
University of Pennsylvania - The Wharton School 1987 — 1988
Senior Consultant, Wealth Management
The Ohio State University Fisher College of Business 1979 — 1981
MBA, Business and Finance
Capital University Law School 1973 — 1976
JD, Law
The Ohio State University 1968 — 1972
BA with distinction, Political Science and Economics
Douglas Dahlke Douglas Dahlke's Morgan Stanley Experience June 1995 - July 2005
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2005 - Present
Wisconsin commission on Aging 2012 - 2014
Wisconsin commission on Aging 2012 - 2014
Morgan Stanley June 1995 - July 2005
Education
College for Financial Planning 2006 — 2006
Chartered Retirement Planning Counsler
Cardinal Stritch University 1991 — 1993
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.5 +
NorthCentral Technical College 1977 — 1979
Associate's degree, Radiologic Technology/Science - Radiographer, 3.5+ High Honors
Antigo Senior High
Ameriprise Financial Services, Inc. August 2005 - Present
Wisconsin commission on Aging 2012 - 2014
Wisconsin commission on Aging 2012 - 2014
Morgan Stanley June 1995 - July 2005
Education
College for Financial Planning 2006 — 2006
Chartered Retirement Planning Counsler
Cardinal Stritch University 1991 — 1993
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.5 +
NorthCentral Technical College 1977 — 1979
Associate's degree, Radiologic Technology/Science - Radiographer, 3.5+ High Honors
Antigo Senior High
Scott Pell's Morgan Stanley Experience 2002 - 2002
Job Senior Vice President at Marsh
Industry Insurance
Experience
Marsh April 2014 - Present
Marsh USA Inc. July 2003 - April 2014
Morgan Stanley 2002 - 2002
Skills
Insurance, Underwriting, Commercial Insurance, Brokers, Property & Casualty..., D&O, Casualty, Liability, Professional Liability, General Insurance, Business Development, Workers Compensation
Education
Calvin College 1999 — 2003
BA, Business/Economics
WMCH
Marsh April 2014 - Present
Marsh USA Inc. July 2003 - April 2014
Morgan Stanley 2002 - 2002
Skills
Insurance, Underwriting, Commercial Insurance, Brokers, Property & Casualty..., D&O, Casualty, Liability, Professional Liability, General Insurance, Business Development, Workers Compensation
Education
Calvin College 1999 — 2003
BA, Business/Economics
WMCH
Janet Webb, MBA Janet Webb, MBA's Morgan Stanley Experience May 2005 - September 2006
Job
Industry Financial Services
Experience
Manning-Napier Advisors, Inc. January 2011 - Present
Telhio Credit Union September 2006 - Present
Morgan Stanley Investment Management May 2005 - September 2006
Morgan Stanley May 2005 - September 2006
Banc One Investment Management Group August 1998 - May 2004
Banc One Investment Management Group January 1998 - January 2003
Education
Ohio Dominican University 2007 — 2009
MBA
Capital University - School of Management 2000 — 2004
BA, Management
American Institute of Banking
Applied Diploma
Capital University
Bachelor of Arts, Management
Columbus State Community College
Associate, Banking & Finance
Ohio Dominican
MBA
Manning-Napier Advisors, Inc. January 2011 - Present
Telhio Credit Union September 2006 - Present
Morgan Stanley Investment Management May 2005 - September 2006
Morgan Stanley May 2005 - September 2006
Banc One Investment Management Group August 1998 - May 2004
Banc One Investment Management Group January 1998 - January 2003
Education
Ohio Dominican University 2007 — 2009
MBA
Capital University - School of Management 2000 — 2004
BA, Management
American Institute of Banking
Applied Diploma
Capital University
Bachelor of Arts, Management
Columbus State Community College
Associate, Banking & Finance
Ohio Dominican
MBA
Amy Galvan Amy Galvan's Morgan Stanley Experience June 1998 - May 2009
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2012 - Present
Wedbush Securities June 2009 - December 2012
Morgan Stanley June 1998 - May 2009
Skills
Mutual Funds, Securities
Education
California State University-Sacramento 1991 — 1996
BA, Marketing
Wells Fargo Advisors, LLC December 2012 - Present
Wedbush Securities June 2009 - December 2012
Morgan Stanley June 1998 - May 2009
Skills
Mutual Funds, Securities
Education
California State University-Sacramento 1991 — 1996
BA, Marketing
Fred Kelsven Fred Kelsven's Morgan Stanley Experience 2002 - 2005
Job Retired available as Consultant
Industry Financial Services
Experience
Morgan Stanley 2002 - 2005
Thrivent Financial for Lutherans 1999 - 2002
Aetna Retirement Services 1996 - 1999
Nationwide Financial 1985 - 1996
Skills
Equities, Series 63, Mutual Funds, Risk Management, Fixed Annuities, Investments, Securities, Business Strategy, Insurance, Retirement Planning, Financial Analysis, Series 7, Wealth Management, 401k, Financial Services
Education
Capital University Law School
JD
The Ohio State University
BA/BS
Morgan Stanley 2002 - 2005
Thrivent Financial for Lutherans 1999 - 2002
Aetna Retirement Services 1996 - 1999
Nationwide Financial 1985 - 1996
Skills
Equities, Series 63, Mutual Funds, Risk Management, Fixed Annuities, Investments, Securities, Business Strategy, Insurance, Retirement Planning, Financial Analysis, Series 7, Wealth Management, 401k, Financial Services
Education
Capital University Law School
JD
The Ohio State University
BA/BS
John Prunte John Prunte's Morgan Stanley Experience June 2012 - October 2012
Job Legal Extern at Ohio Attorney General's Office
Industry Law Practice
Experience
Ohio Attorney General's Office August 2015 - Present
Big Lots Stores May 2015 - August 2015
Auditor of State - Ohio September 2014 - May 2015
Grange Insurance May 2014 - August 2014
Apprisen November 2012 - August 2013
Morgan Stanley June 2012 - October 2012
Manley Deas Kochalski, LLC June 2011 - March 2012
Ohio House of Representatives September 2010 - August 2011
Ohio House of Representatives January 2011 - April 2011
Skills
Legal Research, Legal Writing, Legislative Relations, Public Finance, Corporate Law, Financial Analysis, Legal Compliance, Local Government, State Government, Lexis, Microsoft Office, Westlaw, Microsoft Excel
Education
Capital University Law School 2013 — 2015
Juris Doctor (J.D.)
The Ohio State University 2009 — 2012
Bachelor of Arts (B.A.), Political Science, Music Minor
Miami University 2008 — 2009
Business-General
St.Charles Preparatory School 2004 — 2008
High School Diploma
Ohio Attorney General's Office August 2015 - Present
Big Lots Stores May 2015 - August 2015
Auditor of State - Ohio September 2014 - May 2015
Grange Insurance May 2014 - August 2014
Apprisen November 2012 - August 2013
Morgan Stanley June 2012 - October 2012
Manley Deas Kochalski, LLC June 2011 - March 2012
Ohio House of Representatives September 2010 - August 2011
Ohio House of Representatives January 2011 - April 2011
Skills
Legal Research, Legal Writing, Legislative Relations, Public Finance, Corporate Law, Financial Analysis, Legal Compliance, Local Government, State Government, Lexis, Microsoft Office, Westlaw, Microsoft Excel
Education
Capital University Law School 2013 — 2015
Juris Doctor (J.D.)
The Ohio State University 2009 — 2012
Bachelor of Arts (B.A.), Political Science, Music Minor
Miami University 2008 — 2009
Business-General
St.Charles Preparatory School 2004 — 2008
High School Diploma
Dunzhu Li's Morgan Stanley Experience June 2015 - August 2015
Job Research Assistant at California Institute of Technology
Industry Research
Experience
Morgan Stanley June 2015 - August 2015
ConocoPhillips July 2014 - September 2014
Skills
C++, C, Matlab, Mathematica, Fortran, CUDA, Haskell, Signal Processing, Algorithms, Statistics, Science, Python
Education
Caltech 2010 — 2016
Doctor of Philosophy (Ph.D.), Geophysics and Seismology
Peking University 2008 — 2010
Master of Science (M.S.), Geophysics
Peking University 2004 — 2008
Bachelor of Science (B.S.), Geophysics
Morgan Stanley June 2015 - August 2015
ConocoPhillips July 2014 - September 2014
Skills
C++, C, Matlab, Mathematica, Fortran, CUDA, Haskell, Signal Processing, Algorithms, Statistics, Science, Python
Education
Caltech 2010 — 2016
Doctor of Philosophy (Ph.D.), Geophysics and Seismology
Peking University 2008 — 2010
Master of Science (M.S.), Geophysics
Peking University 2004 — 2008
Bachelor of Science (B.S.), Geophysics
Diana van Winden Diana van Winden's Morgan Stanley Experience December 1992 - February 2013
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2013 - Present
Morgan Stanley December 1992 - February 2013
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Asset Allocation, Investment Advisory
Education
California State University-Sacramento 1984 — 1988
B.S., Buisness Administration / Marketing
Wells Fargo Advisors, LLC February 2013 - Present
Morgan Stanley December 1992 - February 2013
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Asset Allocation, Investment Advisory
Education
California State University-Sacramento 1984 — 1988
B.S., Buisness Administration / Marketing
Gabrielle Perry Gabrielle Perry's Morgan Stanley Experience October 2010 - October 2011
Job Owner at GMP Technology Solutions
Industry Computer Hardware
Experience
Self-employed September 2012 - Present
GMP Technology Solutions 2012 - Present
Morgan Stanley October 2010 - October 2011
navicpmart October 2009 - October 2010
Skills
ATTN: BUSINESS OWNERS...
Education
Rowan University 2007 — 2008
Bachelor of Science (B.S.), Finance, General
Camden County College 2004 — 2007
Associate of Science (A.S.), Business Administration and Management, General
Self-employed September 2012 - Present
GMP Technology Solutions 2012 - Present
Morgan Stanley October 2010 - October 2011
navicpmart October 2009 - October 2010
Skills
ATTN: BUSINESS OWNERS...
Education
Rowan University 2007 — 2008
Bachelor of Science (B.S.), Finance, General
Camden County College 2004 — 2007
Associate of Science (A.S.), Business Administration and Management, General
Denise Dandolo Denise Dandolo's Morgan Stanley Experience November 2007 - September 2009
Job Owner/Esthetician at Bella Luce Skin Care and Permanent Makeup
Industry Cosmetics
Experience
Bella Luce Skin Care and Permanent Makeup April 2002 - Present
Mandalas.com March 2008 - November 2012
Morgan Stanley November 2007 - September 2009
Skills
Acne Facials, Hyperpigmentation, Anti-aging, Anti-aging Products, Microdermabrasion, Chemical Peels, Permanent Makeup, Microsoft Office, QuickBooks, Business Process..., Customer Service, Waxing, Event Planning
Education
American Institute of Permanent Makeup 2006 — 2006
Certified in Permament Cosmetic Application
Career Academy of Beauty 2001 — 2002
Board Certified Esthetician License, Aesthetician/Esthetician and Skin Care Specialist
Chapman University 1996 — 2000
Bachelor of Arts (BA), Psychology
Bella Luce Skin Care and Permanent Makeup April 2002 - Present
Mandalas.com March 2008 - November 2012
Morgan Stanley November 2007 - September 2009
Skills
Acne Facials, Hyperpigmentation, Anti-aging, Anti-aging Products, Microdermabrasion, Chemical Peels, Permanent Makeup, Microsoft Office, QuickBooks, Business Process..., Customer Service, Waxing, Event Planning
Education
American Institute of Permanent Makeup 2006 — 2006
Certified in Permament Cosmetic Application
Career Academy of Beauty 2001 — 2002
Board Certified Esthetician License, Aesthetician/Esthetician and Skin Care Specialist
Chapman University 1996 — 2000
Bachelor of Arts (BA), Psychology
Allie Hawthorn Allie Hawthorn's Morgan Stanley Experience September 2009 - November 2012
Job Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities December 2012 - Present
Morgan Stanley September 2009 - November 2012
UBS Investment Bank March 2004 - August 2009
Skills
Derivatives, Middle Office, Options, Back Office, Operational Risk, Exchange Traded..., GMI, Clear Vision, Futures, Series 99, EGUS, Clearing, Financial Markets
Education
California State University-San Marcos - College of Business Administration 1997 — 2001
BS, Business Administration
Wells Fargo Securities December 2012 - Present
Morgan Stanley September 2009 - November 2012
UBS Investment Bank March 2004 - August 2009
Skills
Derivatives, Middle Office, Options, Back Office, Operational Risk, Exchange Traded..., GMI, Clear Vision, Futures, Series 99, EGUS, Clearing, Financial Markets
Education
California State University-San Marcos - College of Business Administration 1997 — 2001
BS, Business Administration
Mark Monin's Morgan Stanley Experience July 1998 - August 2005
Job Director at EL TORO WATER DISTRICT
Industry Financial Services
Experience
EL TORO WATER DISTRICT January 2015 - Present
Raymond James 2009 - Present
Oppenheimer & Co, Inc. August 2005 - 2009
Morgan Stanley July 1998 - August 2005
Skills
Financial Planning, Estate Planning, 401k
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2003
MBA, Finance
Canisius College 1977 — 1981
BS, Finance
University at Buffalo 1976 — 1977
Aerospace Engineering
Lancaster High School 1973 — 1976
HS, Regents
EL TORO WATER DISTRICT January 2015 - Present
Raymond James 2009 - Present
Oppenheimer & Co, Inc. August 2005 - 2009
Morgan Stanley July 1998 - August 2005
Skills
Financial Planning, Estate Planning, 401k
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2003
MBA, Finance
Canisius College 1977 — 1981
BS, Finance
University at Buffalo 1976 — 1977
Aerospace Engineering
Lancaster High School 1973 — 1976
HS, Regents
Matt Langhals Matt Langhals's Morgan Stanley Experience July 2013 - Present
Job Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Morgan Stanley October 2012 - June 2013
Morgan Stanley Smith Barney January 2012 - October 2012
Ameriprise Financial Services, Inc. November 2009 - January 2012
Skills
Financial Analysis, Financial Markets, Financial Advisory, Customer Service, Customer Service..., Trade Finance, Trading, FINRA, Writing, Microsoft Office, Thompson One, Life Insurance, Term Life Insurance, Disability Insurance, Health Insurance, Insurance, Business Analysis, Quality Control, Data Analysis, Series 7, Business Process..., Asset Management, Asset Allocation, ESPP, Restricted Stock, Employee Stock Options, Microsoft Excel
Education
Capital University 2012 — 2014
Master of Business Administration (MBA), Business Administration
The Ohio State University 2005 — 2009
Bachelor of Arts, Political Science
Morgan Stanley July 2013 - Present
Morgan Stanley October 2012 - June 2013
Morgan Stanley Smith Barney January 2012 - October 2012
Ameriprise Financial Services, Inc. November 2009 - January 2012
Skills
Financial Analysis, Financial Markets, Financial Advisory, Customer Service, Customer Service..., Trade Finance, Trading, FINRA, Writing, Microsoft Office, Thompson One, Life Insurance, Term Life Insurance, Disability Insurance, Health Insurance, Insurance, Business Analysis, Quality Control, Data Analysis, Series 7, Business Process..., Asset Management, Asset Allocation, ESPP, Restricted Stock, Employee Stock Options, Microsoft Excel
Education
Capital University 2012 — 2014
Master of Business Administration (MBA), Business Administration
The Ohio State University 2005 — 2009
Bachelor of Arts, Political Science
Dipum Patel Dipum Patel's Morgan Stanley Experience March 2015 - Present
Job Wealth Management Intern at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Jos. A. Bank May 2011 - March 2015
Ameriprise Financial Services, Inc. August 2013 - January 2015
Finance Club- Penn State University August 2012 - May 2014
Investment Club - Penn State University August 2012 - May 2014
Merrill Lynch May 2012 - August 2012
Skills
Public Speaking, Microsoft Excel, Financial Analysis, VBA, Microsoft Office, Financial Modeling, Teamwork, Networking, Equity Research Analysis, Investments, Portfolio Management, Sales, Asset Allocation, Management, Finance, Market Research, Leadership, PowerPoint, Microsoft Word, Analysis
Education
Capital College, Pennsylvania State University 2010 — 2014
Bachelors of Science, Finance
Morgan Stanley March 2015 - Present
Jos. A. Bank May 2011 - March 2015
Ameriprise Financial Services, Inc. August 2013 - January 2015
Finance Club- Penn State University August 2012 - May 2014
Investment Club - Penn State University August 2012 - May 2014
Merrill Lynch May 2012 - August 2012
Skills
Public Speaking, Microsoft Excel, Financial Analysis, VBA, Microsoft Office, Financial Modeling, Teamwork, Networking, Equity Research Analysis, Investments, Portfolio Management, Sales, Asset Allocation, Management, Finance, Market Research, Leadership, PowerPoint, Microsoft Word, Analysis
Education
Capital College, Pennsylvania State University 2010 — 2014
Bachelors of Science, Finance
Yushi Liu's Morgan Stanley Experience October 2013 - December 2013
Job MS in Global Finance at Thunderbird School of Global Management
Industry Financial Services
Experience
Delphi January 2015 - Present
Houlihan Lokey June 2014 - August 2014
Morgan Stanley October 2013 - December 2013
Yum! Brands June 2013 - August 2013
Volvo Financial Services March 2012 - June 2012
KPMG China January 2012 - March 2012
Bank of Beijing June 2011 - August 2011
Skills
Financial Analysis, Financial Statement..., Teamwork, Leadership, Valuation Modeling, Financial Reporting, Mergers & Acquisitions, Advanced Excel/VBA, Oracle HFM
Education
Thunderbird School of Global Management 2012 — 2014
Master of Science (MS), Global Finance
Capital University of Economics and Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, 87
Delphi January 2015 - Present
Houlihan Lokey June 2014 - August 2014
Morgan Stanley October 2013 - December 2013
Yum! Brands June 2013 - August 2013
Volvo Financial Services March 2012 - June 2012
KPMG China January 2012 - March 2012
Bank of Beijing June 2011 - August 2011
Skills
Financial Analysis, Financial Statement..., Teamwork, Leadership, Valuation Modeling, Financial Reporting, Mergers & Acquisitions, Advanced Excel/VBA, Oracle HFM
Education
Thunderbird School of Global Management 2012 — 2014
Master of Science (MS), Global Finance
Capital University of Economics and Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, 87
Nicola J. von Schroeter Nicola J. von Schroeter's Morgan Stanley Experience April 1999 - November 2002
Job Experienced Information Technology Services Executive
Industry Financial Services
Experience
Maachu Pte Ltd March 2013 - Present
NVONS Consulting Limited September 2007 - Present
Esprit Orchestra November 2011 - Present
Markit Group Limited January 2003 - September 2011
Morgan Stanley April 1999 - November 2002
Bloomberg November 1994 - March 1999
Dow Jones Telerate January 1991 - October 1994
The Mosaic Group (S&MG) 1988 - 1990
Skills
Marketing Strategy, Strategic Partnerships, Value Propositions, Product Marketing, Sales Management, Sales Process, Sales, Acquisition Integration, Start-up Consulting, Information Technology, Data, Equities, Fixed Income, Hedge Funds, Derivatives, Trading Systems, Strategy, Mergers & Acquisitions, Business Development, Product Management, Valuation, Business Planning, Financial Markets, Management, Capital Markets, Finance, Mergers, Market Data
Education
Queen's University 1984 — 1988
BCOMM, Marketing and Finance
Capilano University 1990 — 1991
Post-Graduate, Asia Pacific Management Studies
Havergal College
Maachu Pte Ltd March 2013 - Present
NVONS Consulting Limited September 2007 - Present
Esprit Orchestra November 2011 - Present
Markit Group Limited January 2003 - September 2011
Morgan Stanley April 1999 - November 2002
Bloomberg November 1994 - March 1999
Dow Jones Telerate January 1991 - October 1994
The Mosaic Group (S&MG) 1988 - 1990
Skills
Marketing Strategy, Strategic Partnerships, Value Propositions, Product Marketing, Sales Management, Sales Process, Sales, Acquisition Integration, Start-up Consulting, Information Technology, Data, Equities, Fixed Income, Hedge Funds, Derivatives, Trading Systems, Strategy, Mergers & Acquisitions, Business Development, Product Management, Valuation, Business Planning, Financial Markets, Management, Capital Markets, Finance, Mergers, Market Data
Education
Queen's University 1984 — 1988
BCOMM, Marketing and Finance
Capilano University 1990 — 1991
Post-Graduate, Asia Pacific Management Studies
Havergal College
Miral Kim-E's Morgan Stanley Experience January 1988 - February 1992
Job VP, Research & Operations
Industry Financial Services
Experience
HAV Capital April 2014 - Present
FreshFoodToYou.com May 2011 - Present
MEK Inc. May 1995 - Present
HAV Capital August 2012 - April 2014
SmartGrow January 2011 - August 2012
Finacorp Securities November 2009 - June 2010
Netbonds Inc March 2000 - January 2009
MEK Securities August 1996 - September 2006
JP Morgan February 1992 - May 1995
Morgan Stanley January 1988 - February 1992
Skills
Capital Markets, Bonds, Fixed Income, Equities, Portfolio Management, Asset Managment, Structured Products, Valuation, Alternative Investments, Bloomberg, Asset Management, Derivatives, Corporate Finance, Series 7, Mutual Funds, Electronic Trading, Private Equity, Securities, Trading, Options, Investment Banking, Investments, Hedge Funds, Financial Markets, Asset Allocation, Investment Strategies
Education
Massachusetts Institute of Technology 1978 — 1984
MS, PhD, Chemical Engineering
Caltech 1974 — 1978
BS, Chemical Engineering
HAV Capital April 2014 - Present
FreshFoodToYou.com May 2011 - Present
MEK Inc. May 1995 - Present
HAV Capital August 2012 - April 2014
SmartGrow January 2011 - August 2012
Finacorp Securities November 2009 - June 2010
Netbonds Inc March 2000 - January 2009
MEK Securities August 1996 - September 2006
JP Morgan February 1992 - May 1995
Morgan Stanley January 1988 - February 1992
Skills
Capital Markets, Bonds, Fixed Income, Equities, Portfolio Management, Asset Managment, Structured Products, Valuation, Alternative Investments, Bloomberg, Asset Management, Derivatives, Corporate Finance, Series 7, Mutual Funds, Electronic Trading, Private Equity, Securities, Trading, Options, Investment Banking, Investments, Hedge Funds, Financial Markets, Asset Allocation, Investment Strategies
Education
Massachusetts Institute of Technology 1978 — 1984
MS, PhD, Chemical Engineering
Caltech 1974 — 1978
BS, Chemical Engineering
Theodore J Clayton III's Morgan Stanley Experience January 1999 - January 2002
Job Sales Executive
Industry Oil & Energy
Experience
Diesel Direct West April 2012 - Present
Easy Fuel Inc. January 2003 - December 2010
Morgan Stanley January 1999 - January 2002
Nissan Diesel America January 1997 - January 1998
PacLease January 1996 - January 1997
Skills
Sales Management, Sales, Financial Analysis, Microsoft Excel, Forecasting, Business Planning, Account Management, Contract Negotiation, Management, Training, Team Building, Strategy, Business Strategy, Marketing Strategy, Business Development, Sales Operations, CRM, Selling
Education
California State University-Sacramento 1982 — 1987
Bachelors, Business Administration
College of the Sequoias 1980 — 1981
Associate of Arts (AA), Business Administration and Management, General, 3.0
Diesel Direct West April 2012 - Present
Easy Fuel Inc. January 2003 - December 2010
Morgan Stanley January 1999 - January 2002
Nissan Diesel America January 1997 - January 1998
PacLease January 1996 - January 1997
Skills
Sales Management, Sales, Financial Analysis, Microsoft Excel, Forecasting, Business Planning, Account Management, Contract Negotiation, Management, Training, Team Building, Strategy, Business Strategy, Marketing Strategy, Business Development, Sales Operations, CRM, Selling
Education
California State University-Sacramento 1982 — 1987
Bachelors, Business Administration
College of the Sequoias 1980 — 1981
Associate of Arts (AA), Business Administration and Management, General, 3.0
Matthew Pelczynski Matthew Pelczynski's Morgan Stanley Experience March 2010 - February 2012
Job Finance & Accounting
Industry Banking
Experience
Qta Machining April 2012 - Present
Morgan Stanley March 2010 - February 2012
M&T Bank June 2008 - March 2010
Northern Reflections May 2007 - May 2008
Education
Canisius College 2004 — 2008
Bachelors, Accounting/Accounting Information Systems/Computer Science
Qta Machining April 2012 - Present
Morgan Stanley March 2010 - February 2012
M&T Bank June 2008 - March 2010
Northern Reflections May 2007 - May 2008
Education
Canisius College 2004 — 2008
Bachelors, Accounting/Accounting Information Systems/Computer Science
David Yormick David Yormick's Morgan Stanley Experience July 1995 - January 2003
Job Financial Advisor
Industry Financial Services
Experience
Bison Wealth Management, LLC. January 2003 - Present
Morgan Stanley July 1995 - January 2003
Skills
IRAs, Roth IRA, SEP IRA, Simple IRA, Retirement Planning, Life Insurance, Fixed Annuities, Variable Annuities, 401k, 401k Rollovers, 529 Plans, Mutual Funds, Fixed Income
Education
John Carroll University 2006 — 2006
Executive Certificate in Financial Planning
Canisius College 1987 — 1991
B.S., Finance and French
Bison Wealth Management, LLC. January 2003 - Present
Morgan Stanley July 1995 - January 2003
Skills
IRAs, Roth IRA, SEP IRA, Simple IRA, Retirement Planning, Life Insurance, Fixed Annuities, Variable Annuities, 401k, 401k Rollovers, 529 Plans, Mutual Funds, Fixed Income
Education
John Carroll University 2006 — 2006
Executive Certificate in Financial Planning
Canisius College 1987 — 1991
B.S., Finance and French
Kyle Decoque's Morgan Stanley Experience December 2014 - Present
Job Brokerage & Clearing at Morgan Stanley / MBA Candidate
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
Liberty Mutual Insurance February 2012 - August 2014
Corvinus University of Budapest August 2011 - January 2012
California State University, Sacramento August 2010 - August 2011
City of Roseville February 2005 - August 2011
California State University, Sacramento March 2011 - June 2011
Bill McAnally Racing February 2009 - December 2009
Skills
Detail Orientation, Forward Planning, Social Networking, Professional Networking, Time Management, Microsoft Office, Public Speaking, PowerPoint, Social Media, Editing, Event Planning, Teaching, Teamwork, Customer Service, Microsoft Excel, Outlook, Spanish, Public Relations, Team Leadership, Microsoft Word, Management, Photoshop, Sales, Data Analysis, Research, Data Entry
Education
Corvinus School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.90 out of 5.00
California State University-Sacramento 2007 — 2011
BS, Finance, Economics, 3.89 out of 4.00 (Magna Cum Laude)
University of Gothenburg 2010 — 2010
Strategic Management and International Finance
Morgan Stanley December 2014 - Present
Liberty Mutual Insurance February 2012 - August 2014
Corvinus University of Budapest August 2011 - January 2012
California State University, Sacramento August 2010 - August 2011
City of Roseville February 2005 - August 2011
California State University, Sacramento March 2011 - June 2011
Bill McAnally Racing February 2009 - December 2009
Skills
Detail Orientation, Forward Planning, Social Networking, Professional Networking, Time Management, Microsoft Office, Public Speaking, PowerPoint, Social Media, Editing, Event Planning, Teaching, Teamwork, Customer Service, Microsoft Excel, Outlook, Spanish, Public Relations, Team Leadership, Microsoft Word, Management, Photoshop, Sales, Data Analysis, Research, Data Entry
Education
Corvinus School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.90 out of 5.00
California State University-Sacramento 2007 — 2011
BS, Finance, Economics, 3.89 out of 4.00 (Magna Cum Laude)
University of Gothenburg 2010 — 2010
Strategic Management and International Finance
Sean DesMarais Sean DesMarais's Morgan Stanley Experience June 2013 - September 2013
Job Senior Analyst at US Capital Partners
Industry Investment Banking
Experience
US Capital Partners Inc. June 2015 - Present
Daniel, Russell & Charles Co., LLC September 2014 - June 2015
Socotra Capital September 2013 - September 2014
Morgan Stanley June 2013 - September 2013
Skills
Finance, Valuation, Time Management, Leadership, Real Estate, Investment Properties, Mergers & Acquisitions, Microsoft Excel, Customer Service, Troubleshooting, Wealth Management..., Public Speaking, Administration, Strategic Planning, Operations Management, Cold Calling, Sales, distressed property, Real Estate Economics, Commercial Real Estate, Business Strategy, Highly motivated..., Professional..., Marketing Strategy, Real estate finance, Due Diligence, Property, Loans, Marketing, Investors, Economics, Financial Modeling, Security, Microsoft Office, PowerPoint, Microsoft Word, Corporate Finance, Investments, Real Estate Transactions, Portfolio Management, Financial Analysis, Equities, Negotiation, Entrepreneurship, Social Media, Asset Management, Short Sales, Investment Banking, Analysis
Education
California State University-Sacramento
Bachelor's degree, Economics
Investment Banking Institute
Training Program, San Francisco, CA
Napa High School
High school diploma
US Capital Partners Inc. June 2015 - Present
Daniel, Russell & Charles Co., LLC September 2014 - June 2015
Socotra Capital September 2013 - September 2014
Morgan Stanley June 2013 - September 2013
Skills
Finance, Valuation, Time Management, Leadership, Real Estate, Investment Properties, Mergers & Acquisitions, Microsoft Excel, Customer Service, Troubleshooting, Wealth Management..., Public Speaking, Administration, Strategic Planning, Operations Management, Cold Calling, Sales, distressed property, Real Estate Economics, Commercial Real Estate, Business Strategy, Highly motivated..., Professional..., Marketing Strategy, Real estate finance, Due Diligence, Property, Loans, Marketing, Investors, Economics, Financial Modeling, Security, Microsoft Office, PowerPoint, Microsoft Word, Corporate Finance, Investments, Real Estate Transactions, Portfolio Management, Financial Analysis, Equities, Negotiation, Entrepreneurship, Social Media, Asset Management, Short Sales, Investment Banking, Analysis
Education
California State University-Sacramento
Bachelor's degree, Economics
Investment Banking Institute
Training Program, San Francisco, CA
Napa High School
High school diploma
Sutton Mason's Morgan Stanley Experience May 2011 - November 2013
Job Freelance Writer / Editor
Industry Writing and Editing
Experience
Sutton Mason July 2008 - Present
Morgan Stanley May 2011 - November 2013
Travelers February 1997 - March 2006
Skills
Creative Writing, Writing, Report Writing, Speech Writing, Blogging, Web Content, Press Releases, SEO, Feature Articles, Magazine Articles, Review Articles, Lifestyle Articles, Marketing Management, Social Promotion, Development Of..., Proofreading, Editing, Text Editing, Editorial Consulting, Business Development, Human Resources, Personal Lines Auto, Property & Casualty..., Life Insurance, Umbrella Insurance, General Securities...
Education
Canisius College
Queensbury High School
SUNY Adirondack
Sutton Mason July 2008 - Present
Morgan Stanley May 2011 - November 2013
Travelers February 1997 - March 2006
Skills
Creative Writing, Writing, Report Writing, Speech Writing, Blogging, Web Content, Press Releases, SEO, Feature Articles, Magazine Articles, Review Articles, Lifestyle Articles, Marketing Management, Social Promotion, Development Of..., Proofreading, Editing, Text Editing, Editorial Consulting, Business Development, Human Resources, Personal Lines Auto, Property & Casualty..., Life Insurance, Umbrella Insurance, General Securities...
Education
Canisius College
Queensbury High School
SUNY Adirondack
Stan Tzikas Stan Tzikas's Morgan Stanley Experience July 1986 - August 2005
Job Investment Advisor
Industry Financial Services
Experience
CUSO Financial Services, LP September 2015 - Present
Tzikas Investment Advisory March 2010 - September 2013
Morgan Stanley July 1986 - August 2005
Merrill Lynch October 1982 - June 1986
Skills
Customer Service, Strategic Planning, New Business Development, Business Strategy, Marketing Strategy, Investments, Marketing, Sales Management, Microsoft Office, Sales, Management, Coaching, Team Building, Small Business, Project Management
Education
University of California, Santa Cruz 1974 — 1977
Biology/English Literature
California State University-Sacramento 1971 — 1974
Chemistry/English Literature
CUSO Financial Services, LP September 2015 - Present
Tzikas Investment Advisory March 2010 - September 2013
Morgan Stanley July 1986 - August 2005
Merrill Lynch October 1982 - June 1986
Skills
Customer Service, Strategic Planning, New Business Development, Business Strategy, Marketing Strategy, Investments, Marketing, Sales Management, Microsoft Office, Sales, Management, Coaching, Team Building, Small Business, Project Management
Education
University of California, Santa Cruz 1974 — 1977
Biology/English Literature
California State University-Sacramento 1971 — 1974
Chemistry/English Literature
Gail Good Gail Good's Morgan Stanley Experience June 1997 - February 2003
Job Sr. Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2003 - Present
Morgan Stanley June 1997 - February 2003
Banc of America Investments March 1994 - June 1997
Skills
Wealth Management, Long-term Care, Asset Allocation, Insurance, Series 7, Retirement Planning, Series 63, 401k Rollovers, CRPC, ETFs, 529 Plans, Structured Products, Securities, Mutual Funds
Education
California State University-Sacramento 1988 — 1992
Bachelor of Science, Finance
Merrill Lynch February 2003 - Present
Morgan Stanley June 1997 - February 2003
Banc of America Investments March 1994 - June 1997
Skills
Wealth Management, Long-term Care, Asset Allocation, Insurance, Series 7, Retirement Planning, Series 63, 401k Rollovers, CRPC, ETFs, 529 Plans, Structured Products, Securities, Mutual Funds
Education
California State University-Sacramento 1988 — 1992
Bachelor of Science, Finance
JonCarlo Callea JonCarlo Callea's Morgan Stanley Experience March 2015 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Golden Griffin Fund LLC August 2014 - May 2015
EarthLink Business September 2013 - August 2014
EarthLink Business May 2013 - August 2013
FSI General Contractors May 2012 - August 2012
Concal Llc May 2011 - August 2011
CCM Flooring Company June 2010 - August 2010
Skills
Microsoft Office, Investments, Microsoft Excel, Financial Accounting, Statistics, Communication, Financial Analysis, Data Analysis, Analytics, Time Management, Public Speaking, Marketing, Training, Discipline, Organization, Finance, Microsoft Word, Internet, Demand Generation, Customer Service, Bloomberg Terminal, Equity Research, Morningstar, Teamwork, PowerPoint
Education
Canisius College 2011 — 2015
Bachelor's Degree, Economics and Finance
Aquinas Institute 2007 — 2011
High School Diploma
Morgan Stanley March 2015 - Present
Golden Griffin Fund LLC August 2014 - May 2015
EarthLink Business September 2013 - August 2014
EarthLink Business May 2013 - August 2013
FSI General Contractors May 2012 - August 2012
Concal Llc May 2011 - August 2011
CCM Flooring Company June 2010 - August 2010
Skills
Microsoft Office, Investments, Microsoft Excel, Financial Accounting, Statistics, Communication, Financial Analysis, Data Analysis, Analytics, Time Management, Public Speaking, Marketing, Training, Discipline, Organization, Finance, Microsoft Word, Internet, Demand Generation, Customer Service, Bloomberg Terminal, Equity Research, Morningstar, Teamwork, PowerPoint
Education
Canisius College 2011 — 2015
Bachelor's Degree, Economics and Finance
Aquinas Institute 2007 — 2011
High School Diploma
Deborah Mitchell Deborah Mitchell's Morgan Stanley Experience 2005 - 2005
Job Associate Director, Client Service manager at UBS
Industry Financial Services
Experience
UBS February 2006 - Present
Dell 2005 - 2006
Morgan Stanley 2005 - 2005
Vanguard 1996 - 2004
Skills
Manage Client..., Management, Employee Benefits, 401k, Sales, Sales Presentations, Benefits Administration, Training, CRM, Equity Compensation..., Corporate Benefits, Employee Stock Options, Employe Restircted..., ESPP, Database Administration, Account Management, Project Management, Event Management, Fitness Training, Strength Training, Personal Training, New Hire Training, Customer Service, Service Management, Performance Management, Personal Development, Performance Appraisal, Marketing, Product Marketing, Marketing Communications, Mergers, Acquisitions, Problem Solving, Sales Operations, Operational Support, Negotiation, New Business Development, Non-profits, B2B Marketing, B2B, E-Learning, Nutrition, Real Estate, Web Applications, Financial Services, Equities
Education
Capella University
Bachelor of Science (BS), Management & Leadership/ Marketing, 4.0
Univerity of Phoenix 2002 — 2004
Business Administration and Management, General
UBS February 2006 - Present
Dell 2005 - 2006
Morgan Stanley 2005 - 2005
Vanguard 1996 - 2004
Skills
Manage Client..., Management, Employee Benefits, 401k, Sales, Sales Presentations, Benefits Administration, Training, CRM, Equity Compensation..., Corporate Benefits, Employee Stock Options, Employe Restircted..., ESPP, Database Administration, Account Management, Project Management, Event Management, Fitness Training, Strength Training, Personal Training, New Hire Training, Customer Service, Service Management, Performance Management, Personal Development, Performance Appraisal, Marketing, Product Marketing, Marketing Communications, Mergers, Acquisitions, Problem Solving, Sales Operations, Operational Support, Negotiation, New Business Development, Non-profits, B2B Marketing, B2B, E-Learning, Nutrition, Real Estate, Web Applications, Financial Services, Equities
Education
Capella University
Bachelor of Science (BS), Management & Leadership/ Marketing, 4.0
Univerity of Phoenix 2002 — 2004
Business Administration and Management, General
Ken Allen Ken Allen's Morgan Stanley Experience January 2010 - December 2011
Job VP of Engineering at EnergyHub [Hiring Java Engineer]
Industry Computer Software
Experience
EnergyHub May 2015 - Present
Amplify Education March 2012 - May 2015
Morgan Stanley January 2010 - December 2011
HedgeServ May 2008 - October 2009
Benign Software May 2007 - May 2008
Parity Energy, Inc July 2006 - April 2007
Sanno Point Capital Management September 2004 - July 2006
Educational Testing Service July 2001 - September 2004
Electronics For Imaging November 1998 - February 2001
Information Builders September 1989 - November 1998
Skills
Scala, Java, Python, Machine Learning, SQL, XML, Java Enterprise Edition, C++, Software Design, Agile Methodologies, Perl, PostgreSQL, JavaScript, Software Development, Sybase, Software Engineering, Microsoft SQL Server, SDLC, C#, OOP, Design Patterns, Architecture, AJAX, Unix, Oracle, Tomcat, Databases, Data Warehouse..., Web Applications, Scrum, Linux, Hibernate, Programming, Multithreading, C, Integration, TCP/IP, Scalability, Algorithms, JMS, Object Oriented Design, SOA, REST, Open Source, Distributed Systems, Spring, Data Warehousing, Enterprise Architecture, EJB, Spring Framework
Education
Ecole polytechnique fédérale de Lausanne 2012 — 2012
Online course through COURSERA
Stanford University 2011 — 2011
Free On Line Class - no accreditation
Cardiff University / Prifysgol Caerdydd
BSc
EnergyHub May 2015 - Present
Amplify Education March 2012 - May 2015
Morgan Stanley January 2010 - December 2011
HedgeServ May 2008 - October 2009
Benign Software May 2007 - May 2008
Parity Energy, Inc July 2006 - April 2007
Sanno Point Capital Management September 2004 - July 2006
Educational Testing Service July 2001 - September 2004
Electronics For Imaging November 1998 - February 2001
Information Builders September 1989 - November 1998
Skills
Scala, Java, Python, Machine Learning, SQL, XML, Java Enterprise Edition, C++, Software Design, Agile Methodologies, Perl, PostgreSQL, JavaScript, Software Development, Sybase, Software Engineering, Microsoft SQL Server, SDLC, C#, OOP, Design Patterns, Architecture, AJAX, Unix, Oracle, Tomcat, Databases, Data Warehouse..., Web Applications, Scrum, Linux, Hibernate, Programming, Multithreading, C, Integration, TCP/IP, Scalability, Algorithms, JMS, Object Oriented Design, SOA, REST, Open Source, Distributed Systems, Spring, Data Warehousing, Enterprise Architecture, EJB, Spring Framework
Education
Ecole polytechnique fédérale de Lausanne 2012 — 2012
Online course through COURSERA
Stanford University 2011 — 2011
Free On Line Class - no accreditation
Cardiff University / Prifysgol Caerdydd
BSc
Len Ward Len Ward's Morgan Stanley Experience 1996 - 1998
Job Director of SEO & Search Engine Marketing @Commexis Founder of Award Winning Digital Agency
Industry Marketing and Advertising
Experience
Commexis October 2014 - Present
RankMeSEO.Com January 2009 - December 2014
BroadwayKings.Com August 2004 - January 2010
Credit Suisse First Boston 1998 - 2004
Morgan Stanley 1996 - 1998
Skills
PPC, Google Analytics, SEM, Google Adwords, SEO, Social Media Marketing, E-commerce, Facebook, Web Development, Conversion Optimization, Web Design, Web Analytics, Organic Search, Keyword Research, Link Building, Local Search, Landing Page..., WordPress, Online Reputation..., Search Engine..., Search Engine Technology, Pay Per click, Web Project Management, Web Services, Internet Research, Internet Strategy, Google Maps, Google Docs, Google Webmaster Tools, Keyword Analysis, Search Advertising, White Label, Digital Marketing, Marketing, Social Media, Email Marketing, Online Advertising, Online Marketing, Website Development, Marketing Strategy, Start-ups, Lead Generation, Strategy, Brand Development, Advertising, Management
Education
Rowan University 1993 — 1997
BS, Criminal Justice
Camden County College 1990 — 1993
Associates, Criminal Justice
Commexis October 2014 - Present
RankMeSEO.Com January 2009 - December 2014
BroadwayKings.Com August 2004 - January 2010
Credit Suisse First Boston 1998 - 2004
Morgan Stanley 1996 - 1998
Skills
PPC, Google Analytics, SEM, Google Adwords, SEO, Social Media Marketing, E-commerce, Facebook, Web Development, Conversion Optimization, Web Design, Web Analytics, Organic Search, Keyword Research, Link Building, Local Search, Landing Page..., WordPress, Online Reputation..., Search Engine..., Search Engine Technology, Pay Per click, Web Project Management, Web Services, Internet Research, Internet Strategy, Google Maps, Google Docs, Google Webmaster Tools, Keyword Analysis, Search Advertising, White Label, Digital Marketing, Marketing, Social Media, Email Marketing, Online Advertising, Online Marketing, Website Development, Marketing Strategy, Start-ups, Lead Generation, Strategy, Brand Development, Advertising, Management
Education
Rowan University 1993 — 1997
BS, Criminal Justice
Camden County College 1990 — 1993
Associates, Criminal Justice
Jason Jihwan Kim's Morgan Stanley Experience October 2014 - March 2015
Job UC Davis Graduate seeking job opportunities in financial services, business administration, and marketing
Industry Financial Services
Experience
Tower Real Estate June 2014 - Present
Morgan Stanley October 2014 - March 2015
American Red Cross July 2014 - December 2014
UC Davis September 2013 - December 2013
Hanmi Corporation June 2013 - September 2013
CU Convenient Store June 2012 - September 2012
LP Zone Corporation March 2012 - September 2012
Republic of Korea Army August 2010 - March 2012
CU Convenient Store June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Finance, PowerPoint, Financial Analysis, Financial Accounting, Accounting, Management, Financial Reporting, Financial Modeling, Analysis, Banking, Risk Management, Corporate Finance, Microsoft Powerpoint, Marketing, Open Office, Photoshop, Logistics Management, Military Logistics, Microsoft Word, Customer Service
Education
University of California, Davis 2013 — 2015
Bachelor of Arts (B.A.), Economics
California State University-San Bernardino 2008 — 2012
Bachelor of Science (BS), Accounting and Business/Management
Tower Real Estate June 2014 - Present
Morgan Stanley October 2014 - March 2015
American Red Cross July 2014 - December 2014
UC Davis September 2013 - December 2013
Hanmi Corporation June 2013 - September 2013
CU Convenient Store June 2012 - September 2012
LP Zone Corporation March 2012 - September 2012
Republic of Korea Army August 2010 - March 2012
CU Convenient Store June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Finance, PowerPoint, Financial Analysis, Financial Accounting, Accounting, Management, Financial Reporting, Financial Modeling, Analysis, Banking, Risk Management, Corporate Finance, Microsoft Powerpoint, Marketing, Open Office, Photoshop, Logistics Management, Military Logistics, Microsoft Word, Customer Service
Education
University of California, Davis 2013 — 2015
Bachelor of Arts (B.A.), Economics
California State University-San Bernardino 2008 — 2012
Bachelor of Science (BS), Accounting and Business/Management
Charles A. LoBosco III Charles A. LoBosco III's Morgan Stanley Experience March 2015 - Present
Job Registered Client Service Associate at Morgan Stanley
Industry Banking
Experience
Morgan Stanley March 2015 - Present
Canisius College Economics and Finance Department August 2013 - August 2014
Newtown Savings Bank December 2012 - January 2013
Newtown Savings Bank May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Banking, Teamwork, Financial Analysis, Investments, Leadership, Management, Public Speaking, Social Media, Social Networking, Time Management
Education
Canisius College 2013 — 2014
Master of Business Administration (M.B.A.), Securities Analysis, 3.82
Canisius College 2009 — 2013
Bachelor's degree, Economics
Morgan Stanley March 2015 - Present
Canisius College Economics and Finance Department August 2013 - August 2014
Newtown Savings Bank December 2012 - January 2013
Newtown Savings Bank May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Banking, Teamwork, Financial Analysis, Investments, Leadership, Management, Public Speaking, Social Media, Social Networking, Time Management
Education
Canisius College 2013 — 2014
Master of Business Administration (M.B.A.), Securities Analysis, 3.82
Canisius College 2009 — 2013
Bachelor's degree, Economics
Lisa Mahieu Lisa Mahieu's Morgan Stanley Experience August 2004 - June 2014
Job
Industry Financial Services
Experience
Bank of America/Merrill Edge October 2014 - February 2015
Morgan Stanley August 2004 - June 2014
Cape Cod Bank and Trust July 1992 - August 2004
Skills
Management, Microsoft Office, Microsoft Word
Education
College for Financial Planning 2008 — 2009
Chartered Retirement Planning Counselor
College for Financial Planning 2005 — 2006
Registered Para Planner
Cape Cod Community College 1995 — 1996
American Management Association Extension Institute, Developing Leadership Skills, Managers Guide to Human Behavior, Career development
Bank of America/Merrill Edge October 2014 - February 2015
Morgan Stanley August 2004 - June 2014
Cape Cod Bank and Trust July 1992 - August 2004
Skills
Management, Microsoft Office, Microsoft Word
Education
College for Financial Planning 2008 — 2009
Chartered Retirement Planning Counselor
College for Financial Planning 2005 — 2006
Registered Para Planner
Cape Cod Community College 1995 — 1996
American Management Association Extension Institute, Developing Leadership Skills, Managers Guide to Human Behavior, Career development
Chang-Soon Park Chang-Soon Park's Morgan Stanley Experience May 2012 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2012 - Present
University of California, Santa Cruz September 2010 - April 2012
California Institute of Technology 2005 - 2010
Republic of Korea Army 2002 - 2003
Skills
Physics, R, Monte Carlo Simulation, Machine Learning, Numerical Analysis, Algorithms, Statistics, Mathematica, LaTeX, Mathematical Modeling, High Performance..., Statistical Modeling, C++, Data Analysis, Python
Education
California Institute of Technology 2005 — 2010
Doctor of Philosophy (Ph.D.), Physics
Seoul National University 1999 — 2005
BS, Physics, summa cum laude
Morgan Stanley May 2012 - Present
University of California, Santa Cruz September 2010 - April 2012
California Institute of Technology 2005 - 2010
Republic of Korea Army 2002 - 2003
Skills
Physics, R, Monte Carlo Simulation, Machine Learning, Numerical Analysis, Algorithms, Statistics, Mathematica, LaTeX, Mathematical Modeling, High Performance..., Statistical Modeling, C++, Data Analysis, Python
Education
California Institute of Technology 2005 — 2010
Doctor of Philosophy (Ph.D.), Physics
Seoul National University 1999 — 2005
BS, Physics, summa cum laude
Matthew Coad's Morgan Stanley Experience November 2014 - January 2015
Job Senior Research Associate
Industry Financial Services
Experience
Citi September 2015 - Present
Resilience LLC January 2015 - July 2015
Morgan Stanley November 2014 - January 2015
Prudential Financial May 2013 - May 2014
Northen Resolution June 2010 - May 2013
M&T Bank June 2012 - August 2012
Moes Southwest Grill January 2010 - August 2010
Skills
Finance, Financial Analysis, Financial Modeling, Research, Investments, Portfolio Management, Microsoft Excel, Analysis, Customer Service, Strategic Financial..., Time Management, Mutual Funds, Series 63, Negotiation, Microsoft Office, Creative Problem Solving, Exceptional People..., Customer Facing Roles, Public Speaking, Social Media, Accounting, Leadership, Financial Planning
Education
Canisius College 2014 — 2015
Master of Business Administration (MBA), Accounting
Canisius College 2010 — 2014
Bachelor's degree, Finance
St. Josephs Collegiate Institute 2006 — 2010
Citi September 2015 - Present
Resilience LLC January 2015 - July 2015
Morgan Stanley November 2014 - January 2015
Prudential Financial May 2013 - May 2014
Northen Resolution June 2010 - May 2013
M&T Bank June 2012 - August 2012
Moes Southwest Grill January 2010 - August 2010
Skills
Finance, Financial Analysis, Financial Modeling, Research, Investments, Portfolio Management, Microsoft Excel, Analysis, Customer Service, Strategic Financial..., Time Management, Mutual Funds, Series 63, Negotiation, Microsoft Office, Creative Problem Solving, Exceptional People..., Customer Facing Roles, Public Speaking, Social Media, Accounting, Leadership, Financial Planning
Education
Canisius College 2014 — 2015
Master of Business Administration (MBA), Accounting
Canisius College 2010 — 2014
Bachelor's degree, Finance
St. Josephs Collegiate Institute 2006 — 2010
Jon Throndson Jon Throndson's Morgan Stanley Experience October 2000 - November 2001
Job AVP Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2013 - Present
Nuveen Investments January 2011 - Present
FAF Advisors October 2007 - December 2010
Raymond James Financial Inc. March 2005 - October 2007
Edward Jones November 2001 - March 2005
Morgan Stanley October 2000 - November 2001
The Schwan Food Company January 1995 - October 2000
Skills
Series 7, Separately Managed..., Mutual Funds, Series 66, Series 63, Asset Allocation, Series 65, Alternative Investments, Securities, Wealth Management, Investment Advisory, Investment Strategies, Uniform Combined State..., Investments
Education
Capella University 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, Specialization in Finance
University of Northern Iowa 1989 — 1990
Finance
Nuveen Investments July 2013 - Present
Nuveen Investments January 2011 - Present
FAF Advisors October 2007 - December 2010
Raymond James Financial Inc. March 2005 - October 2007
Edward Jones November 2001 - March 2005
Morgan Stanley October 2000 - November 2001
The Schwan Food Company January 1995 - October 2000
Skills
Series 7, Separately Managed..., Mutual Funds, Series 66, Series 63, Asset Allocation, Series 65, Alternative Investments, Securities, Wealth Management, Investment Advisory, Investment Strategies, Uniform Combined State..., Investments
Education
Capella University 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, Specialization in Finance
University of Northern Iowa 1989 — 1990
Finance
Randy Le'Moine's Morgan Stanley Experience September 1997 - March 2002
Job Photography/CGI/Technology
Industry Information Technology and Services
Experience
JW Player February 2015 - Present
Randy Lemoine Photography March 1997 - Present
Amulet Hotkey November 2013 - February 2015
Thomson Reuters August 2009 - November 2013
InGenius Concepts March 2005 - June 2010
Thomson Reuters June 2007 - August 2009
Getty Images (previously Mediavast) March 2004 - June 2007
Morgan Stanley September 1997 - March 2002
Skills
Troubleshooting, Technical Support, Unix, Networking, Windows, Management, VMware, Active Directory, Customer Support, HTML, CRM, Software Installation, Windows Server, Microsoft Certified..., Information Systems, TCP/IP, Training, Project Management, Hardware, Leadership, 3D rendering, Alias Maya, Maya, Citrix, JavaScript, Start-ups, Call Centers, Mentoring, Employee Training, Performance Management, VMware ESX, DNS, DHCP, Android, CSS, HTML5, jQuery, Firebug, api, Adsense, Google Analytics, Video Analytics, Video Advertising, XML, RSS, iOS
Education
General Assembly 2014 — 2014
Fron-End Web Development
Capella University 2008 — 2013
Bachelors, Business Administration
Full Sail University 2002 — 2004
Associates, Computer Animation/Art
General Assembly
Introduction to JavaScript, N/A
JW Player February 2015 - Present
Randy Lemoine Photography March 1997 - Present
Amulet Hotkey November 2013 - February 2015
Thomson Reuters August 2009 - November 2013
InGenius Concepts March 2005 - June 2010
Thomson Reuters June 2007 - August 2009
Getty Images (previously Mediavast) March 2004 - June 2007
Morgan Stanley September 1997 - March 2002
Skills
Troubleshooting, Technical Support, Unix, Networking, Windows, Management, VMware, Active Directory, Customer Support, HTML, CRM, Software Installation, Windows Server, Microsoft Certified..., Information Systems, TCP/IP, Training, Project Management, Hardware, Leadership, 3D rendering, Alias Maya, Maya, Citrix, JavaScript, Start-ups, Call Centers, Mentoring, Employee Training, Performance Management, VMware ESX, DNS, DHCP, Android, CSS, HTML5, jQuery, Firebug, api, Adsense, Google Analytics, Video Analytics, Video Advertising, XML, RSS, iOS
Education
General Assembly 2014 — 2014
Fron-End Web Development
Capella University 2008 — 2013
Bachelors, Business Administration
Full Sail University 2002 — 2004
Associates, Computer Animation/Art
General Assembly
Introduction to JavaScript, N/A
Ida Huang's Morgan Stanley Experience July 2014 - August 2014
Job
Industry Computer Software
Experience
Morgan Stanley July 2014 - August 2014
SUNY Optometry June 2013 - May 2014
Skills
C, Java, C++, CSS, JavaScript, Windows, Linux, VirtualBox, Microsoft Office, Git, Research, Debate, Speech Writing, Speech
Education
Caltech 2014 — 2018
Bachelor’s Degree, Electrical Engineering
Stuyvesant High School 2010 — 2014
High School
Morgan Stanley July 2014 - August 2014
SUNY Optometry June 2013 - May 2014
Skills
C, Java, C++, CSS, JavaScript, Windows, Linux, VirtualBox, Microsoft Office, Git, Research, Debate, Speech Writing, Speech
Education
Caltech 2014 — 2018
Bachelor’s Degree, Electrical Engineering
Stuyvesant High School 2010 — 2014
High School
Brock Gibson Brock Gibson's Morgan Stanley Experience July 2012 - Present
Job Global Stock Planned Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Wauseon Machine & Manufacturing September 2010 - July 2012
National City Bank December 2009 - September 2010
Outdoor Sensations April 2009 - December 2009
Abercrombie & Fitch November 2007 - April 2009
Skills
Customer Service, Management, Sales, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Facebook, Outlook, Marketing Communications, PowerPoint, Cold Calling, Marketing, Event Planning, Public Relations, Recruiting, College Recruiting, Applicant Tracking..., Retail, Project Management
Education
Ohio Christian University 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Capital University 2004 — 2008
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Morgan Stanley July 2012 - Present
Wauseon Machine & Manufacturing September 2010 - July 2012
National City Bank December 2009 - September 2010
Outdoor Sensations April 2009 - December 2009
Abercrombie & Fitch November 2007 - April 2009
Skills
Customer Service, Management, Sales, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Facebook, Outlook, Marketing Communications, PowerPoint, Cold Calling, Marketing, Event Planning, Public Relations, Recruiting, College Recruiting, Applicant Tracking..., Retail, Project Management
Education
Ohio Christian University 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Capital University 2004 — 2008
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Aanam Khan's Morgan Stanley Experience September 2010 - December 2010
Job Associate Governmental Program Analyst at CA Department of Healthcare Services
Industry Financial Services
Experience
CA Department of Healthcare Services September 2013 - Present
CA Dept. of Healthcare Services February 2012 - August 2013
Morgan Stanley September 2010 - December 2010
Cosumnes River College August 2008 - August 2009
Ulta September 2006 - January 2007
Skills
Research, Microsoft Office..., Microsoft Excel, Microsoft Word, Business Objects, Microsoft Access, Marketing, Economics, Analysis
Education
University of California, Davis 2009 — 2010
B.S, Managerial Economics
California State University-Sacramento
Master of Public Administration (M.P.A.), Public Policy Analysis
CA Department of Healthcare Services September 2013 - Present
CA Dept. of Healthcare Services February 2012 - August 2013
Morgan Stanley September 2010 - December 2010
Cosumnes River College August 2008 - August 2009
Ulta September 2006 - January 2007
Skills
Research, Microsoft Office..., Microsoft Excel, Microsoft Word, Business Objects, Microsoft Access, Marketing, Economics, Analysis
Education
University of California, Davis 2009 — 2010
B.S, Managerial Economics
California State University-Sacramento
Master of Public Administration (M.P.A.), Public Policy Analysis
Eric Voegeli's Morgan Stanley Experience November 2011 - Present
Job Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2011 - Present
USAA January 2010 - July 2011
Fidelity Investments February 2006 - January 2009
Fidelity Investments April 2004 - February 2006
Fidelity Investments June 1999 - April 2004
Fidelity Investments August 1997 - June 1999
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Investments, Financial Risk, Wealth Management, Financial Services, Series 7, Fixed Income, Portfolio Management, Asset Management, Financial Analysis, Trading, Mutual Funds, Management, CRM
Education
Armed Forces School of Music 1990 — 1990
Marine Corps Musician-Basic Course, Music
United States Marine Corps Supply School 1989 — 1989
Completed Basic Course, Logistics, Materials, and Supply Chain Management
University of Oklahoma 1987 — 1989
Incomplete, Business Administration and Management, General
Cameron University 1985 — 1987
Incomplete, General Studies
Morgan Stanley November 2011 - Present
USAA January 2010 - July 2011
Fidelity Investments February 2006 - January 2009
Fidelity Investments April 2004 - February 2006
Fidelity Investments June 1999 - April 2004
Fidelity Investments August 1997 - June 1999
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Investments, Financial Risk, Wealth Management, Financial Services, Series 7, Fixed Income, Portfolio Management, Asset Management, Financial Analysis, Trading, Mutual Funds, Management, CRM
Education
Armed Forces School of Music 1990 — 1990
Marine Corps Musician-Basic Course, Music
United States Marine Corps Supply School 1989 — 1989
Completed Basic Course, Logistics, Materials, and Supply Chain Management
University of Oklahoma 1987 — 1989
Incomplete, Business Administration and Management, General
Cameron University 1985 — 1987
Incomplete, General Studies
Chris Binting Chris Binting's Morgan Stanley Experience May 2005 - February 2009
Job Consultant, Corporate Compliance at Nationwide Financial
Industry Insurance
Experience
Nationwide Financial June 2012 - Present
Greater Columbus Swim Team April 2011 - Present
Morgan Stanley Smith Barney May 2011 - June 2012
The Huntington Investment Company March 2010 - May 2011
Chase Investment Services Corp. March 2009 - March 2010
Morgan Stanley May 2005 - February 2009
Education
Capital University - School of Management 2006 — 2008
MBA, Business Administration
The Ohio State University 1998 — 2004
BS, Family Financial Management
Nationwide Financial June 2012 - Present
Greater Columbus Swim Team April 2011 - Present
Morgan Stanley Smith Barney May 2011 - June 2012
The Huntington Investment Company March 2010 - May 2011
Chase Investment Services Corp. March 2009 - March 2010
Morgan Stanley May 2005 - February 2009
Education
Capital University - School of Management 2006 — 2008
MBA, Business Administration
The Ohio State University 1998 — 2004
BS, Family Financial Management
Hillary Klier's Morgan Stanley Experience April 2015 - Present
Job Client Service Associate
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Delaware North September 2009 - September 2015
Canisius College August 2009 - May 2013
Skills
Public Speaking, Microsoft Word, Social Networking, Microsoft Office, PowerPoint, Microsoft Excel, Research, International Relations, Spanish, Facebook, European History, Latin America, European Union, Public Relations, Higher Education, Event Planning, Social Media, Time Management, Customer Service, Leadership, Event Management, Teamwork, Series 7
Education
Canisius College 2009 — 2013
Bachelor's Degree, Political Science, International Relations, and European Studies, GPA: 3.8
Morgan Stanley April 2015 - Present
Delaware North September 2009 - September 2015
Canisius College August 2009 - May 2013
Skills
Public Speaking, Microsoft Word, Social Networking, Microsoft Office, PowerPoint, Microsoft Excel, Research, International Relations, Spanish, Facebook, European History, Latin America, European Union, Public Relations, Higher Education, Event Planning, Social Media, Time Management, Customer Service, Leadership, Event Management, Teamwork, Series 7
Education
Canisius College 2009 — 2013
Bachelor's Degree, Political Science, International Relations, and European Studies, GPA: 3.8
Steven A Sperry Steven A Sperry's Morgan Stanley Experience 1998 - 2003
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC January 2007 - Present
Charles Schwab 2003 - 2007
Morgan Stanley 1998 - 2003
Skills
Life Insurance, Securities, Annuity Sales, Health Insurance, Series 7, Series 63
Education
California State University-Sacramento 1976 — 1978
Bachelor of Arts (B.A.), Criminal Justice
Santa Rosa Junior College 1974 — 1976
Associate of Science (A.S.), Administration of Justice
Allstate Financial Services, LLC January 2007 - Present
Charles Schwab 2003 - 2007
Morgan Stanley 1998 - 2003
Skills
Life Insurance, Securities, Annuity Sales, Health Insurance, Series 7, Series 63
Education
California State University-Sacramento 1976 — 1978
Bachelor of Arts (B.A.), Criminal Justice
Santa Rosa Junior College 1974 — 1976
Associate of Science (A.S.), Administration of Justice
Greg Phelps,CFP(R), CLU(R), AIF(R), AAMS(R)'s Morgan Stanley Experience March 1995 - October 2000
Job Retirement Architect, Certified Financial Planner
Industry Financial Services
Experience
REDROCK WEALTH MANAGEMENT, LLC April 2005 - Present
RSM McGladrey February 2002 - April 2005
McGladrey & Pullen 2002 - 2005
Goldman Sachs October 2000 - November 2001
Morgan Stanley March 1995 - October 2000
Skills
Wealth Management, Retirement Planning, Financial Planning, Retirement, Portfolios, Asset Management, Investments, Portfolio Management, Comprehensive Wealth..., Financial Advice, High Net Worth..., Investment Products, Personal Finance, Asset Allocation, Investment Advisory, IRA's, Investment Strategies, Private Wealth..., ETFs, Financial Advisory, Mutual Funds, Risk, Wealth, Securities, Tax, Fixed Income, Cash Flow, Bonds, Asset, Employee Stock Options, Strategic Financial..., IRAs, Wealth Management..., Finance, Insurance, Financial Services, Financial Planners, Investment Management, Estate Planning, Pensions, Series 7, Series 63, 401k, Personal Financial..., Alternative Investments, 401k Rollovers, Employee Benefits, Fixed Annuities, Retirement Plan..., Financial Risk
Education
California State University-San Bernardino - College of Business and Public Administration 1991 — 1994
BA, Business Administration/Management
Victor Valley Community College 1990 — 1991
REDROCK WEALTH MANAGEMENT, LLC April 2005 - Present
RSM McGladrey February 2002 - April 2005
McGladrey & Pullen 2002 - 2005
Goldman Sachs October 2000 - November 2001
Morgan Stanley March 1995 - October 2000
Skills
Wealth Management, Retirement Planning, Financial Planning, Retirement, Portfolios, Asset Management, Investments, Portfolio Management, Comprehensive Wealth..., Financial Advice, High Net Worth..., Investment Products, Personal Finance, Asset Allocation, Investment Advisory, IRA's, Investment Strategies, Private Wealth..., ETFs, Financial Advisory, Mutual Funds, Risk, Wealth, Securities, Tax, Fixed Income, Cash Flow, Bonds, Asset, Employee Stock Options, Strategic Financial..., IRAs, Wealth Management..., Finance, Insurance, Financial Services, Financial Planners, Investment Management, Estate Planning, Pensions, Series 7, Series 63, 401k, Personal Financial..., Alternative Investments, 401k Rollovers, Employee Benefits, Fixed Annuities, Retirement Plan..., Financial Risk
Education
California State University-San Bernardino - College of Business and Public Administration 1991 — 1994
BA, Business Administration/Management
Victor Valley Community College 1990 — 1991
Jeff Julkowski Jeff Julkowski's Morgan Stanley Experience 1995 - 2000
Job Entrepreneur and Investor: BioTech, BioPharma, Diagnostics and HealthCare
Industry Research
Experience
Seed Partners 2013 - Present
Chamilia 2003 - 2012
KR Group (privately held) 2001 - 2003
Salomon Smith Barney 2000 - 2002
Morgan Stanley 1995 - 2000
Skills
Strategic Planning, Start-ups, Business Strategy, Product Development, Investments, Executive Management, Leadership, Entrepreneurship, Mergers, : Identifying new...
Education
United States Military Academy at West Point 1988 — 1992
BS, Engineering Management
Cameron University 1992 — 1995
MBA, Finance
Seed Partners 2013 - Present
Chamilia 2003 - 2012
KR Group (privately held) 2001 - 2003
Salomon Smith Barney 2000 - 2002
Morgan Stanley 1995 - 2000
Skills
Strategic Planning, Start-ups, Business Strategy, Product Development, Investments, Executive Management, Leadership, Entrepreneurship, Mergers, : Identifying new...
Education
United States Military Academy at West Point 1988 — 1992
BS, Engineering Management
Cameron University 1992 — 1995
MBA, Finance
Kevin Cooper's Morgan Stanley Experience 2006 - 2007
Job Director of Marketing, Bigstock at Shutterstock
Industry Internet
Experience
Shutterstock 2015 - Present
Shutterstock February 2015 - June 2015
Shutterstock 2012 - 2015
Impact Radius, Inc. 2010 - 2012
Commission Junction 2010 - 2010
AIG 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
Affiliate Marketing, Affiliate Management, Affiliate Networks, Display Advertising, Product Management, E-commerce, International Marketing, Bloomberg, Series 7, Series 6, SEM, Paid Search Campaigns, Email Marketing, Online Lead Generation, Cost Per Acquisition, Lead Generation, PPC, SEO, Partnership Marketing, Customer Acquisition, B2B, Account Management, New Business Development, Online Marketing, Analytics, Mobile Marketing, Online Advertising
Education
Western Michigan University
Finance & Mathematics
California State University-Sacramento
Bachelor of Science (B.S.), Finance, Minor in Mathematics
Shutterstock 2015 - Present
Shutterstock February 2015 - June 2015
Shutterstock 2012 - 2015
Impact Radius, Inc. 2010 - 2012
Commission Junction 2010 - 2010
AIG 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
Affiliate Marketing, Affiliate Management, Affiliate Networks, Display Advertising, Product Management, E-commerce, International Marketing, Bloomberg, Series 7, Series 6, SEM, Paid Search Campaigns, Email Marketing, Online Lead Generation, Cost Per Acquisition, Lead Generation, PPC, SEO, Partnership Marketing, Customer Acquisition, B2B, Account Management, New Business Development, Online Marketing, Analytics, Mobile Marketing, Online Advertising
Education
Western Michigan University
Finance & Mathematics
California State University-Sacramento
Bachelor of Science (B.S.), Finance, Minor in Mathematics
Cindy Hawks Cindy Hawks's Morgan Stanley Experience July 2006 - September 2008
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Morgan Stanley Smith Barney, LLC September 2008 - September 2014
Morgan Stanley July 2006 - September 2008
Atlas Securities- Golden West Financial May 2005 - July 2006
Essex National Securities 2003 - 2005
Premier Financial Group 1999 - 2002
Signature Financial Partners, LLC a member of John Hancock Financial Network 1998 - 1999
Education
California State University-Sacramento 1994 — 1998
Bachelor of Science, Business Administration, Dual Concentrations in Finance, Accountancy
Vintage High
Merrill Lynch September 2014 - Present
Morgan Stanley Smith Barney, LLC September 2008 - September 2014
Morgan Stanley July 2006 - September 2008
Atlas Securities- Golden West Financial May 2005 - July 2006
Essex National Securities 2003 - 2005
Premier Financial Group 1999 - 2002
Signature Financial Partners, LLC a member of John Hancock Financial Network 1998 - 1999
Education
California State University-Sacramento 1994 — 1998
Bachelor of Science, Business Administration, Dual Concentrations in Finance, Accountancy
Vintage High
John Posey John Posey's Morgan Stanley Experience May 1991 - October 2008
Job Senior Vice President, Portfolio Management Program Manager at UBS Financial Services
Industry Financial Services
Experience
UBS October 2008 - Present
Morgan Stanley May 1991 - October 2008
Education
Campbell University
Bachelor of Arts (B.A.), Business / Economics
UBS October 2008 - Present
Morgan Stanley May 1991 - October 2008
Education
Campbell University
Bachelor of Arts (B.A.), Business / Economics
Rex Golding's Morgan Stanley Experience 1996 - 1999
Job Managing Partner at Golding Partners LLC
Industry Investment Banking
Experience
Golding Partners LLC March 2014 - Present
Arma Partners July 2009 - March 2014
Mobius Venture Capital 1999 - 2008
Morgan Stanley 1996 - 1999
The 3DO Company 1991 - 1994
Salomon Brothers 1984 - 1987
Education
Harvard Business School 1982 — 1984
MBA, Finance
Harvard University 1977 — 1979
AB, Applied Mathematics
Caltech 1975 — 1977
Applied Mathematics
Golding Partners LLC March 2014 - Present
Arma Partners July 2009 - March 2014
Mobius Venture Capital 1999 - 2008
Morgan Stanley 1996 - 1999
The 3DO Company 1991 - 1994
Salomon Brothers 1984 - 1987
Education
Harvard Business School 1982 — 1984
MBA, Finance
Harvard University 1977 — 1979
AB, Applied Mathematics
Caltech 1975 — 1977
Applied Mathematics
Teresa Myers's Morgan Stanley Experience October 2000 - October 2002
Job Sales, Consulting, Customer Service Excellence & Leadership
Industry Management Consulting
Experience
Info For Success August 2007 - Present
American Business Women's Assoc February 2010 - October 2011
Life Success Seminars Inc. 2008 - 2011
Yellowbook July 2004 - July 2007
Morgan Stanley October 2000 - October 2002
Oracle Corporation 1998 - 1999
Info For Success 1994 - 1998
Max's Opera Cafe Palm Desert 1992 - 1994
Skills
Consultative Selling, Public Speaking, Comp-TIA+, Intimately familiar..., Certified Life Success..., Coaching, Selling, Training, Entrepreneurship, Team Building, Sales, Leadership, Executive Coaching, Customer Service, Marketing Strategy, Strategic Planning, Leadership Development, Small Business, Time Management, Sales Management, Marketing, Direct Sales, Social Networking, Customer Satisfaction, Security, Organizational..., Business Development, Management, Strategy, Sales Process, New Business Development, Social Media Marketing, Team Leadership, Contract Negotiation, Lead Generation, Sales Operations, Account Management, B2B, Salesforce.com
Education
California State University-San Bernardino - College of Business and Public Administration 1997 — 2008
Bachelor's Degree, Business & Information Management, A
UCLA 1992 — 1993
Certificate, Civil Litigation
James Madison Sr High
Info For Success August 2007 - Present
American Business Women's Assoc February 2010 - October 2011
Life Success Seminars Inc. 2008 - 2011
Yellowbook July 2004 - July 2007
Morgan Stanley October 2000 - October 2002
Oracle Corporation 1998 - 1999
Info For Success 1994 - 1998
Max's Opera Cafe Palm Desert 1992 - 1994
Skills
Consultative Selling, Public Speaking, Comp-TIA+, Intimately familiar..., Certified Life Success..., Coaching, Selling, Training, Entrepreneurship, Team Building, Sales, Leadership, Executive Coaching, Customer Service, Marketing Strategy, Strategic Planning, Leadership Development, Small Business, Time Management, Sales Management, Marketing, Direct Sales, Social Networking, Customer Satisfaction, Security, Organizational..., Business Development, Management, Strategy, Sales Process, New Business Development, Social Media Marketing, Team Leadership, Contract Negotiation, Lead Generation, Sales Operations, Account Management, B2B, Salesforce.com
Education
California State University-San Bernardino - College of Business and Public Administration 1997 — 2008
Bachelor's Degree, Business & Information Management, A
UCLA 1992 — 1993
Certificate, Civil Litigation
James Madison Sr High
Jonathan Neiport Jonathan Neiport's Morgan Stanley Experience November 2014 - Present
Job Client Data Management Associate at Morgan Stanley
Industry Banking
Experience
Morgan Stanley November 2014 - Present
BNY Mellon July 2012 - November 2014
BNY Mellon July 2011 - June 2012
BNY Mellon October 2010 - June 2011
BNY Mellon February 2009 - September 2010
Education
California University of Pennsylvania 2006 — 2008
Bachelor of Science, Business Administration, Management
Morgan Stanley November 2014 - Present
BNY Mellon July 2012 - November 2014
BNY Mellon July 2011 - June 2012
BNY Mellon October 2010 - June 2011
BNY Mellon February 2009 - September 2010
Education
California University of Pennsylvania 2006 — 2008
Bachelor of Science, Business Administration, Management
Regina Yurconi Regina Yurconi's Morgan Stanley Experience May 2005 - April 2011
Job Vice President at Citi
Industry Financial Services
Experience
Citi January 2014 - Present
Citi April 2011 - December 2013
Morgan Stanley May 2005 - April 2011
Lehman Brothers 2000 - 2005
Skills
Software Project..., SQL, Distributed Systems, Stress Testing, CVA, CCAR, Basel III, Dodd-Frank, PMP Project Management..., Business Analysis, Data Analysis, MS Project, PowerPoint, Microsoft Excel, Visio, Access, Core Java, JDBC, JSP, DHTML
Education
Capella University 2007 — 2009
Master's degree, System Design and Development
City University of New York-Brooklyn College 1996 — 2000
Bachelor's degree, Computer and Information Sciences, General
Citi January 2014 - Present
Citi April 2011 - December 2013
Morgan Stanley May 2005 - April 2011
Lehman Brothers 2000 - 2005
Skills
Software Project..., SQL, Distributed Systems, Stress Testing, CVA, CCAR, Basel III, Dodd-Frank, PMP Project Management..., Business Analysis, Data Analysis, MS Project, PowerPoint, Microsoft Excel, Visio, Access, Core Java, JDBC, JSP, DHTML
Education
Capella University 2007 — 2009
Master's degree, System Design and Development
City University of New York-Brooklyn College 1996 — 2000
Bachelor's degree, Computer and Information Sciences, General
Eileen Meingasner Eileen Meingasner's Morgan Stanley Experience 1998 - 2001
Job Radiology Techonolgist
Industry Health, Wellness and Fitness
Experience
North Point Orthopaedics December 2012 - Present
Ingalls Memorial Hospital 2008 - 2011
Sand Ridge Bank 2003 - 2005
Cuna Mutual Group 2001 - 2003
Morgan Stanley 1998 - 2001
Skills
Positive Energy, Motivational Speaking, Public Speaking, Team Building, Customer Service, Health Education, Sales, Budget, Strategic Planning, Marketing, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Negotiation
Education
Indiana University-Northwest 2005 — 2007
Associates, Radiology
Purdue University Calumet 1993 — 1998
BS, Finance
Calumet College of Saint Joseph 1990 — 1993
AS, Accounting
North Point Orthopaedics December 2012 - Present
Ingalls Memorial Hospital 2008 - 2011
Sand Ridge Bank 2003 - 2005
Cuna Mutual Group 2001 - 2003
Morgan Stanley 1998 - 2001
Skills
Positive Energy, Motivational Speaking, Public Speaking, Team Building, Customer Service, Health Education, Sales, Budget, Strategic Planning, Marketing, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Negotiation
Education
Indiana University-Northwest 2005 — 2007
Associates, Radiology
Purdue University Calumet 1993 — 1998
BS, Finance
Calumet College of Saint Joseph 1990 — 1993
AS, Accounting
Michelle Dowling's Morgan Stanley Experience October 2015 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2015 - Present
Morgan Stanley September 2013 - Present
Morgan Stanley Smith Barney March 2010 - September 2013
Twin Rivers Unified School District September 2006 - June 2009
Skills
SharePoint, Project Management, Equities, Leadership, Visio, Business Analysis, Access, Program Management, Software Documentation, Marketing Communications, Technical Writing, Speech Writing, Series 7, Financial Planning, Wealth Management
Education
Stanford University 2001 — 2003
Master of Arts (M.A.), Communication and Media Studies, 3.32
California State University-Sacramento 1998 — 2001
Bachelor of Arts (B.A.), Organizational Communication, General, 3.61
Morgan Stanley October 2015 - Present
Morgan Stanley September 2013 - Present
Morgan Stanley Smith Barney March 2010 - September 2013
Twin Rivers Unified School District September 2006 - June 2009
Skills
SharePoint, Project Management, Equities, Leadership, Visio, Business Analysis, Access, Program Management, Software Documentation, Marketing Communications, Technical Writing, Speech Writing, Series 7, Financial Planning, Wealth Management
Education
Stanford University 2001 — 2003
Master of Arts (M.A.), Communication and Media Studies, 3.32
California State University-Sacramento 1998 — 2001
Bachelor of Arts (B.A.), Organizational Communication, General, 3.61
David Purdy's Morgan Stanley Experience 2008 - 2008
Job Uber Data Scientist (I am hiring!)
Industry Research
Experience
Uber October 2014 - Present
Goldman Sachs July 2012 - October 2014
Teza Technologies July 2010 - May 2011
Theranos 2009 - 2010
The Ensemble 2009 - 2009
UC Berkeley 2004 - 2009
Morgan Stanley 2008 - 2008
Overture March 2003 - October 2003
Altavista 2002 - 2003
FireSpout June 2000 - November 2001
Skills
Machine Learning, Statistics, R, Natural Language..., Data Visualization, Quantitative Finance, Statistical Computing, Statistical Modeling, Statistical Learning, Time Series Analysis, Information Retrieval, Monte Carlo Simulation, Big Data, Statistical Arbitrage, Recommender Systems, Algorithms, Data Mining, Quantitative Analytics, Hadoop, Predictive Modeling, Predictive Analytics, High Performance..., EC2, Distributed Algorithms, Market Microstructure, Computational..., High Frequency Trading, Medical Diagnostics, Biomarkers, Collaborative Filtering, Mathematical Modeling, Artificial Intelligence, Optimization, MapReduce, C++, Matlab, Data Science, Java, SQL, Data Analysis, Analytics, Strategy, Management
Education
University of California, Berkeley 2004 — 2009
PhD, Statistics
Harvard 1996 — 1999
AB, Mathematics
California Institute of Technology 1995 — 1996
Mathematics
Oklahoma School of Science and Mathematics 1993 — 1995
High School
Uber October 2014 - Present
Goldman Sachs July 2012 - October 2014
Teza Technologies July 2010 - May 2011
Theranos 2009 - 2010
The Ensemble 2009 - 2009
UC Berkeley 2004 - 2009
Morgan Stanley 2008 - 2008
Overture March 2003 - October 2003
Altavista 2002 - 2003
FireSpout June 2000 - November 2001
Skills
Machine Learning, Statistics, R, Natural Language..., Data Visualization, Quantitative Finance, Statistical Computing, Statistical Modeling, Statistical Learning, Time Series Analysis, Information Retrieval, Monte Carlo Simulation, Big Data, Statistical Arbitrage, Recommender Systems, Algorithms, Data Mining, Quantitative Analytics, Hadoop, Predictive Modeling, Predictive Analytics, High Performance..., EC2, Distributed Algorithms, Market Microstructure, Computational..., High Frequency Trading, Medical Diagnostics, Biomarkers, Collaborative Filtering, Mathematical Modeling, Artificial Intelligence, Optimization, MapReduce, C++, Matlab, Data Science, Java, SQL, Data Analysis, Analytics, Strategy, Management
Education
University of California, Berkeley 2004 — 2009
PhD, Statistics
Harvard 1996 — 1999
AB, Mathematics
California Institute of Technology 1995 — 1996
Mathematics
Oklahoma School of Science and Mathematics 1993 — 1995
High School
Marc Donner's Morgan Stanley Experience April 1997 - January 2007
Job
Industry Information Services
Experience
MSCI Inc. March 2014 - Present
Google February 2007 - February 2014
New York CTO Club January 2006 - December 2007
Morgan Stanley April 1997 - January 2007
UBS August 1995 - March 1997
Union Bank of Switzerland 1995 - 1997
Morgan Stanley June 1992 - July 1995
IBM T. J. Watson Research Center 1978 - 1992
IBM Research 1978 - 1992
IBM 1978 - 1992
Skills
Photography, Scalability, Software Development, Product Management, Linux, Java, Architecture, Integration, Project Management, Open Source, Cloud Computing, Computer Security, Document Management
Education
Carnegie Mellon University 1982 — 1984
PhD
Carnegie Mellon University 1981 — 1982
MS
Caltech 1972 — 1976
BS
MSCI Inc. March 2014 - Present
Google February 2007 - February 2014
New York CTO Club January 2006 - December 2007
Morgan Stanley April 1997 - January 2007
UBS August 1995 - March 1997
Union Bank of Switzerland 1995 - 1997
Morgan Stanley June 1992 - July 1995
IBM T. J. Watson Research Center 1978 - 1992
IBM Research 1978 - 1992
IBM 1978 - 1992
Skills
Photography, Scalability, Software Development, Product Management, Linux, Java, Architecture, Integration, Project Management, Open Source, Cloud Computing, Computer Security, Document Management
Education
Carnegie Mellon University 1982 — 1984
PhD
Carnegie Mellon University 1981 — 1982
MS
Caltech 1972 — 1976
BS
Ernest Asp's Morgan Stanley Experience June 2009 - August 2009
Job Trader at Kepos Capital
Industry Capital Markets
Experience
MetLife December 2010 - August 2015
Morgan Stanley June 2009 - August 2009
Bank of America May 2006 - June 2008
Cambridge Associates September 2004 - May 2006
Merrill Lynch January 2003 - March 2003
Skills
Derivatives, Trading, Fixed Income, Excel, Pricing, VBA, Bloomberg, Financial Modeling, Securities, Risk Management, Equity Derivatives, Interest Rate..., Market Risk, Equity Research, Options, Microsoft Excel, Hedge Funds, Financial Risk, Portfolio Management, Series 7, Equities, Financial Markets, Investment Banking, Structured Products, FX Options, Commodity, Bonds, Investments, Capital Markets, Economics, Finance, Mutual Funds, Swaps, Valuation, Financial Analysis, Analysis
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
London Business School
Carleton College 2000 — 2004
BA
University of Cambridge
San Mateo High School
High School Diploma
MetLife December 2010 - August 2015
Morgan Stanley June 2009 - August 2009
Bank of America May 2006 - June 2008
Cambridge Associates September 2004 - May 2006
Merrill Lynch January 2003 - March 2003
Skills
Derivatives, Trading, Fixed Income, Excel, Pricing, VBA, Bloomberg, Financial Modeling, Securities, Risk Management, Equity Derivatives, Interest Rate..., Market Risk, Equity Research, Options, Microsoft Excel, Hedge Funds, Financial Risk, Portfolio Management, Series 7, Equities, Financial Markets, Investment Banking, Structured Products, FX Options, Commodity, Bonds, Investments, Capital Markets, Economics, Finance, Mutual Funds, Swaps, Valuation, Financial Analysis, Analysis
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
London Business School
Carleton College 2000 — 2004
BA
University of Cambridge
San Mateo High School
High School Diploma
Steve Jaffe's Morgan Stanley Experience April 2014 - November 2014
Job FX Pricing and Risk Developer at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch December 2014 - Present
Morgan Stanley April 2014 - November 2014
RiskSpan April 2009 - March 2014
Barclays Capital April 2005 - April 2009
Goldman Sachs September 2000 - April 2004
CIBC World Markets February 1998 - September 2000
CIBC 1997 - 1999
Merrill Lynch February 1997 - February 1998
Greenwich Capital September 1996 - September 1997
Financial Sciences September 1994 - September 1996
Skills
C++, Perl, Python, Quantitative Finance, Electronic Trading, R, Quantitative Analysis, Derivatives, Fixed Income, Quantitative Analytics, Trading Systems, Credit Risk, Trading, VBA, Structured Products, Market Risk, Capital Markets, FX Options, Interest Rate..., Options, Credit Derivatives, Bloomberg, Market Data, Equities, Hedge Funds
Education
New York University 1982 — 1989
Ph.D., Mathematics
University of Cambridge 1978 — 1979
M.Phil., Control Engineering
Caltech 1973 — 1977
B.S., Biology
Aragon High School 1970 — 1974
Bank of America Merrill Lynch December 2014 - Present
Morgan Stanley April 2014 - November 2014
RiskSpan April 2009 - March 2014
Barclays Capital April 2005 - April 2009
Goldman Sachs September 2000 - April 2004
CIBC World Markets February 1998 - September 2000
CIBC 1997 - 1999
Merrill Lynch February 1997 - February 1998
Greenwich Capital September 1996 - September 1997
Financial Sciences September 1994 - September 1996
Skills
C++, Perl, Python, Quantitative Finance, Electronic Trading, R, Quantitative Analysis, Derivatives, Fixed Income, Quantitative Analytics, Trading Systems, Credit Risk, Trading, VBA, Structured Products, Market Risk, Capital Markets, FX Options, Interest Rate..., Options, Credit Derivatives, Bloomberg, Market Data, Equities, Hedge Funds
Education
New York University 1982 — 1989
Ph.D., Mathematics
University of Cambridge 1978 — 1979
M.Phil., Control Engineering
Caltech 1973 — 1977
B.S., Biology
Aragon High School 1970 — 1974
Keith C. Applegate, CMT's Morgan Stanley Experience October 2007 - Present
Job
Industry Investment Management
Experience
Morgan Stanley October 2007 - Present
Yelton Fiscal, Inc September 2003 - October 2007
IDEAglobal February 2000 - May 2003
Banc of America Securities May 1998 - January 2000
Education
Canisius College 1995 — 1997
MBA
Canisius College 1991 — 1995
BS
Morgan Stanley October 2007 - Present
Yelton Fiscal, Inc September 2003 - October 2007
IDEAglobal February 2000 - May 2003
Banc of America Securities May 1998 - January 2000
Education
Canisius College 1995 — 1997
MBA
Canisius College 1991 — 1995
BS
Scott Light's Morgan Stanley Experience February 2003 - March 2004
Job Finance at Lowrey Group
Industry Restaurants
Experience
Lowrey Group April 2004 - Present
Morgan Stanley February 2003 - March 2004
Cincinnati Reds June 2001 - March 2003
Education
Capella University 2004 — 2006
MBA, Finance
Elon University 1998 — 2003
BS, Business
Lowrey Group April 2004 - Present
Morgan Stanley February 2003 - March 2004
Cincinnati Reds June 2001 - March 2003
Education
Capella University 2004 — 2006
MBA, Finance
Elon University 1998 — 2003
BS, Business
Kenvor Cothey's Morgan Stanley Experience September 2002 - April 2007
Job Head of Markets at Noble Markets LLC
Industry Financial Services
Experience
Noble Markets LLC May 2015 - Present
Wellington Management September 2012 - April 2015
Jana February 2011 - September 2012
GMO June 2007 - January 2011
Morgan Stanley September 2002 - April 2007
Factiva January 2001 - August 2002
Skills
Equities, Trading Systems, Derivatives, Hedge Funds, Capital Markets, Trading, Electronic Trading, Financial Markets, Portfolio Management, Asset Management, Business Analysis, Management, Fixed Income, Investment Banking, Bloomberg, Quantitative Finance, Equity Derivatives
Education
University of Oxford 1998 — 1999
MSc, Computation
University of Oxford 1993 — 1997
MPhys, Physics
California Institute of Technology 1995 — 1995
Summer Undergraduate Research Fellowship, Oceanography
Dean Close School 1988 — 1993
Noble Markets LLC May 2015 - Present
Wellington Management September 2012 - April 2015
Jana February 2011 - September 2012
GMO June 2007 - January 2011
Morgan Stanley September 2002 - April 2007
Factiva January 2001 - August 2002
Skills
Equities, Trading Systems, Derivatives, Hedge Funds, Capital Markets, Trading, Electronic Trading, Financial Markets, Portfolio Management, Asset Management, Business Analysis, Management, Fixed Income, Investment Banking, Bloomberg, Quantitative Finance, Equity Derivatives
Education
University of Oxford 1998 — 1999
MSc, Computation
University of Oxford 1993 — 1997
MPhys, Physics
California Institute of Technology 1995 — 1995
Summer Undergraduate Research Fellowship, Oceanography
Dean Close School 1988 — 1993
Patrick Archibald's Morgan Stanley Experience 2011 - 2013
Job Finance and Insurance Manager at McCoy Freightliner
Industry Financial Services
Experience
McCoy Freightliner 2014 - Present
Advantage Equipment Funding January 2009 - April 2014
Morgan Stanley 2011 - 2013
Edward Jones 2009 - 2011
Advantage Business Capital January 1998 - August 2009
Skills
Finance
Education
California State University-Sacramento
Bachelor's Degree, Business - Finance
McCoy Freightliner 2014 - Present
Advantage Equipment Funding January 2009 - April 2014
Morgan Stanley 2011 - 2013
Edward Jones 2009 - 2011
Advantage Business Capital January 1998 - August 2009
Skills
Finance
Education
California State University-Sacramento
Bachelor's Degree, Business - Finance
Michael Tuosto, CTS's Morgan Stanley Experience July 2011 - Present
Job Video Conferencing and Streaming Media Team Leader at Morgan Stanley
Industry Media Production
Experience
Morgan Stanley July 2011 - Present
Synaptic Digital May 2010 - July 2011
Maslow Media Group, Inc. for Morgan Stanley August 2000 - March 2009
DDB Needham June 2000 - August 2000
N. W. Ayer & Partners October 1995 - October 1999
Skills
Final Cut Pro, Editing, Streaming Media, Audio Engineering, Teleconferencing, Pro Tools, Audio Mixing, Audio Editing, Audio Post Production, Avid, Broadcast, Digital Media, Media Production, Entertainment, Multimedia, Music, Sound, Video Conferencing, Video Editing, Video Production, Web Video
Education
Capella University 2007 — 2010
BS, Information Technology
Five Towns College 1997 — 1999
Associates, Business
Morgan Stanley July 2011 - Present
Synaptic Digital May 2010 - July 2011
Maslow Media Group, Inc. for Morgan Stanley August 2000 - March 2009
DDB Needham June 2000 - August 2000
N. W. Ayer & Partners October 1995 - October 1999
Skills
Final Cut Pro, Editing, Streaming Media, Audio Engineering, Teleconferencing, Pro Tools, Audio Mixing, Audio Editing, Audio Post Production, Avid, Broadcast, Digital Media, Media Production, Entertainment, Multimedia, Music, Sound, Video Conferencing, Video Editing, Video Production, Web Video
Education
Capella University 2007 — 2010
BS, Information Technology
Five Towns College 1997 — 1999
Associates, Business
Gerald (Law) Greene's Morgan Stanley Experience February 1987 - November 2007
Job Japanese to English translation
Industry Financial Services
Experience
MHC Solutions January 2007 - Present
Morgan Stanley February 1987 - November 2007
Skills
Leadership, Change Management, Management, Risk Management, Management Consulting, Project Management, Japanese to English..., Personnel Management, Performance Management, Academic Writing, Intercultural Awareness, Japanese business...
Education
Capella University 2009 — 2014
Master of Health Administration, Health/Health Care Administration/Management, 4.0
Thunderbird School of Global Management 1984 — 1986
MBA, International Business
University of Wisconsin-Madison 1971 — 1974
Bachelor of Arts (BA), Linguistics
MHC Solutions January 2007 - Present
Morgan Stanley February 1987 - November 2007
Skills
Leadership, Change Management, Management, Risk Management, Management Consulting, Project Management, Japanese to English..., Personnel Management, Performance Management, Academic Writing, Intercultural Awareness, Japanese business...
Education
Capella University 2009 — 2014
Master of Health Administration, Health/Health Care Administration/Management, 4.0
Thunderbird School of Global Management 1984 — 1986
MBA, International Business
University of Wisconsin-Madison 1971 — 1974
Bachelor of Arts (BA), Linguistics
Cathy Bolz's Morgan Stanley Experience 1994 - 2000
Job Global Head of Benefits at Bloomberg LP
Industry Financial Services
Experience
Bank of America Merrill Lynch 2011 - 2013
BlackRock, Inc. 2006 - 2011
Platinum Reinsurance 2003 - 2006
Merrill Lynch 2000 - 2003
Morgan Stanley 1994 - 2000
Skills
Employee Benefits, Human Resources, Performance Management, Mergers & Acquisitions, HRIS, Deferred Compensation, Succession Planning, 401k, Financial Services, Executive Pay, CRM, Employee Engagement, Employee Relations, Strategic Planning, Asset Management, Equities, Talent Acquisition, Talent Management, Benefits Administration, Onboarding, Management, HR Transformation, Non-Qualified Deferred..., Change Management, Personnel Management, Project Management
Education
Canisius College 1988 — 1989
MBA
Canisius College 1982 — 1985
BS, Accounting
Bank of America Merrill Lynch 2011 - 2013
BlackRock, Inc. 2006 - 2011
Platinum Reinsurance 2003 - 2006
Merrill Lynch 2000 - 2003
Morgan Stanley 1994 - 2000
Skills
Employee Benefits, Human Resources, Performance Management, Mergers & Acquisitions, HRIS, Deferred Compensation, Succession Planning, 401k, Financial Services, Executive Pay, CRM, Employee Engagement, Employee Relations, Strategic Planning, Asset Management, Equities, Talent Acquisition, Talent Management, Benefits Administration, Onboarding, Management, HR Transformation, Non-Qualified Deferred..., Change Management, Personnel Management, Project Management
Education
Canisius College 1988 — 1989
MBA
Canisius College 1982 — 1985
BS, Accounting
Alex Ridgway's Morgan Stanley Experience June 2011 - November 2014
Job Quantitative Financial Modeler
Industry Financial Services
Experience
Bank of America November 2014 - Present
Morgan Stanley June 2011 - November 2014
Morgan Stanley Smith Barney June 2010 - June 2011
Conexant Systems, Inc. October 1999 - September 2008
Sun Microsystems Laboratories 1997 - 1999
Education
Caltech 1986 — 1992
Ph.D., Physics
University of California, Berkeley 1982 — 1986
A.B., Physics
Bank of America November 2014 - Present
Morgan Stanley June 2011 - November 2014
Morgan Stanley Smith Barney June 2010 - June 2011
Conexant Systems, Inc. October 1999 - September 2008
Sun Microsystems Laboratories 1997 - 1999
Education
Caltech 1986 — 1992
Ph.D., Physics
University of California, Berkeley 1982 — 1986
A.B., Physics
Chris Cvijic's Morgan Stanley Experience July 2007 - July 2009
Job Experienced Private Equity FoFs Analyst
Industry Venture Capital & Private Equity
Experience
Morgan Stanley July 2007 - July 2009
Pennsylvania State Employees' Retirement System (SERS) December 2006 - May 2007
River Valley Foods February 2001 - April 2006
Skills
Private Equity
Education
Capital College, Pennsylvania State University 2004 — 2007
BS, Finance
Penn State University 1995 — 1999
Business
Morgan Stanley July 2007 - July 2009
Pennsylvania State Employees' Retirement System (SERS) December 2006 - May 2007
River Valley Foods February 2001 - April 2006
Skills
Private Equity
Education
Capital College, Pennsylvania State University 2004 — 2007
BS, Finance
Penn State University 1995 — 1999
Business
Jerrell Watts's Morgan Stanley Experience August 1999 - March 2002
Job Quantitative Researcher at Citadel Investment Group
Industry Financial Services
Experience
Citadel Investment Group August 2008 - Present
Merrill Lynch February 2006 - August 2008
Lehman Brothers April 2002 - February 2006
Morgan Stanley August 1999 - March 2002
D. E. Shaw & Co. March 1998 - August 1999
Skills
Derivatives, Trading Systems, Distributed Systems, Market Making, Electronic Trading, Trading Strategies, Equity Trading, FX trading, Proprietary Trading, Equity Derivatives, High Frequency Trading, Statistical Arbitrage
Education
Caltech 1994 — 1998
MS, PhD, Computer Science
The University of Texas at Austin 1990 — 1994
BS, Computer Science
Citadel Investment Group August 2008 - Present
Merrill Lynch February 2006 - August 2008
Lehman Brothers April 2002 - February 2006
Morgan Stanley August 1999 - March 2002
D. E. Shaw & Co. March 1998 - August 1999
Skills
Derivatives, Trading Systems, Distributed Systems, Market Making, Electronic Trading, Trading Strategies, Equity Trading, FX trading, Proprietary Trading, Equity Derivatives, High Frequency Trading, Statistical Arbitrage
Education
Caltech 1994 — 1998
MS, PhD, Computer Science
The University of Texas at Austin 1990 — 1994
BS, Computer Science
Allen Heery's Morgan Stanley Experience April 1993 - December 2007
Job Chief Financial Officer at Institutional Shareholder Services
Industry Financial Services
Experience
Institutional Shareholder Services May 2014 - Present
MSCI December 1998 - April 2014
Morgan Stanley April 1993 - December 2007
Touche Ross August 1989 - March 1993
Skills
Accounting, Corporate FP&A, Department Budgeting, Analytics, M&A experience, IPO, Financial Reporting, Financial Modeling, International Accounting, Office Administration, Sales Operations, SaaS
Education
Cardiff University 1986 — 1989
Bachelor of Science (BS), Mathematics
Woodhouse School 1986 — 1988
Institutional Shareholder Services May 2014 - Present
MSCI December 1998 - April 2014
Morgan Stanley April 1993 - December 2007
Touche Ross August 1989 - March 1993
Skills
Accounting, Corporate FP&A, Department Budgeting, Analytics, M&A experience, IPO, Financial Reporting, Financial Modeling, International Accounting, Office Administration, Sales Operations, SaaS
Education
Cardiff University 1986 — 1989
Bachelor of Science (BS), Mathematics
Woodhouse School 1986 — 1988
Neil Chriss's Morgan Stanley Experience 1996 - 1998
Job Managing Principal at Hutchin Hill Capital
Industry Financial Services
Experience
Institute for Advanced Study April 2012 - Present
Hutchin Hill Capital October 2007 - Present
SAC Capital January 2003 - January 2007
ICor Brokerage 2000 - 2003
Goldman Sachs Asset Management 1998 - 2000
Morgan Stanley 1996 - 1998
Goldman Sachs 1995 - 1995
Education
The University of Chicago 1990 — 1993
PhD, Mathematics
Caltech 1989 — 1990
MS, Mathematics
The University of Chicago 1985 — 1989
BS, Mathematics
Institute for Advanced Study April 2012 - Present
Hutchin Hill Capital October 2007 - Present
SAC Capital January 2003 - January 2007
ICor Brokerage 2000 - 2003
Goldman Sachs Asset Management 1998 - 2000
Morgan Stanley 1996 - 1998
Goldman Sachs 1995 - 1995
Education
The University of Chicago 1990 — 1993
PhD, Mathematics
Caltech 1989 — 1990
MS, Mathematics
The University of Chicago 1985 — 1989
BS, Mathematics
Charles Miglietti's Morgan Stanley Experience 2009 - 2010
Job Financial Services, Operations, Sales, Back Office, Customer Service & Contact Center Executive
Industry Financial Services
Experience
Bank of America 2010 - Present
Morgan Stanley 2009 - 2010
Taylor, Bean & Whitaker 2007 - 2008
Citigroup 2001 - 2007
Travelers Bank & Trust 2000 - 2001
First USA 1997 - 2000
Bank One 1990 - 1997
Skills
Process Improvement, Change Management, Forecasting, Business Process..., Budgets, Start-ups, Income Statement, Cost Benefit, Balanced Scorecard, Mortgage Lending, Call Center, Risk Management, CRM, Call Centers, Executive Management, Leadership, Loans, Management, Operations Management, Outsourcing, P&L, Strategy, Team Building, Vendor Management, Business Development, Integration, Strategic Partnerships
Education
Capital University
M.B.A., Operations & Finance
The Ohio State University
Bachelor of Science
Bank of America 2010 - Present
Morgan Stanley 2009 - 2010
Taylor, Bean & Whitaker 2007 - 2008
Citigroup 2001 - 2007
Travelers Bank & Trust 2000 - 2001
First USA 1997 - 2000
Bank One 1990 - 1997
Skills
Process Improvement, Change Management, Forecasting, Business Process..., Budgets, Start-ups, Income Statement, Cost Benefit, Balanced Scorecard, Mortgage Lending, Call Center, Risk Management, CRM, Call Centers, Executive Management, Leadership, Loans, Management, Operations Management, Outsourcing, P&L, Strategy, Team Building, Vendor Management, Business Development, Integration, Strategic Partnerships
Education
Capital University
M.B.A., Operations & Finance
The Ohio State University
Bachelor of Science
H Seth F Barnes's Morgan Stanley Experience September 2006 - November 2008
Job Managing Director, Market Manager for Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC December 2008 - Present
Morgan Stanley September 2006 - November 2008
Merrill Lynch August 1991 - August 2006
Skills
Investments
Education
Canisius College 1985 — 1989
BA, Political Science
The Principia Upper School 1980 — 1984
HS Diploma
Wells Fargo Advisors LLC December 2008 - Present
Morgan Stanley September 2006 - November 2008
Merrill Lynch August 1991 - August 2006
Skills
Investments
Education
Canisius College 1985 — 1989
BA, Political Science
The Principia Upper School 1980 — 1984
HS Diploma
Lynn Jazmin's Morgan Stanley Experience June 2001 - June 2003
Job Senior Product Manager at Sharecare, Inc.
Industry Computer Software
Experience
Sharecare, Inc. April 2014 - Present
Active Network May 2008 - March 2014
National Lending Associates January 2008 - May 2008
Goal Financial March 2006 - December 2007
Wireless Facilities October 2005 - March 2006
Student Loan Xpress June 2003 - October 2005
Morgan Stanley June 2001 - June 2003
Skills
Agile Development, Rapid Prototyping, Product Management, Agile Methodologies, Business Analysis, Agile Project Management, SaaS, Scrum, Process Improvement, SDLC, Requirements Gathering, Software Development, Software Project..., Requirements Analysis, Analytics, Business Intelligence, Enterprise Software, Cross-functional Team..., Integration, Salesforce.com
Education
California State University-San Marcos - College of Business Administration 2003 — 2005
MBA, Business Admin
San Diego State University-California State University 1997 — 2001
BS, Finance
Sharecare, Inc. April 2014 - Present
Active Network May 2008 - March 2014
National Lending Associates January 2008 - May 2008
Goal Financial March 2006 - December 2007
Wireless Facilities October 2005 - March 2006
Student Loan Xpress June 2003 - October 2005
Morgan Stanley June 2001 - June 2003
Skills
Agile Development, Rapid Prototyping, Product Management, Agile Methodologies, Business Analysis, Agile Project Management, SaaS, Scrum, Process Improvement, SDLC, Requirements Gathering, Software Development, Software Project..., Requirements Analysis, Analytics, Business Intelligence, Enterprise Software, Cross-functional Team..., Integration, Salesforce.com
Education
California State University-San Marcos - College of Business Administration 2003 — 2005
MBA, Business Admin
San Diego State University-California State University 1997 — 2001
BS, Finance
Brian Puleo's Morgan Stanley Experience November 2001 - November 2003
Job Director of Sales and Marketing at Verde Creations, Inc.
Industry Financial Services
Experience
Verde Creations, Inc. June 2014 - Present
America's Party Rental August 2004 - Present
Tadpoles December 2011 - August 2012
Morgan Stanley November 2001 - November 2003
etrade May 1998 - November 2001
etrade May 1998 - November 2001
E*TRADE Securities, Inc May 1998 - November 2001
Skills
Marketing Strategy, Marketing, Social Media Marketing, New Business Development, Business Strategy, Business Process..., Process Improvement, Brand Development, Branding & Identity, Small Business, Strategic Consulting, Business Coaching, Small Business..., Rebranding, Online Marketing, Google Adwords, Google Analytics, Facebook Marketing, SEO, Web Content Management, Sales Management, Pinterest Marketing, Sales Process, Employee Relations, Employee Engagement, Job Satisfaction, Customer Satisfaction, Profit & Loss Management, Balance Sheet Review, Corporate Events, Special Events..., Special Events, Strategic Planning, Competitive Analysis
Education
California State University-Sacramento 1994 — 1997
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Verde Creations, Inc. June 2014 - Present
America's Party Rental August 2004 - Present
Tadpoles December 2011 - August 2012
Morgan Stanley November 2001 - November 2003
etrade May 1998 - November 2001
etrade May 1998 - November 2001
E*TRADE Securities, Inc May 1998 - November 2001
Skills
Marketing Strategy, Marketing, Social Media Marketing, New Business Development, Business Strategy, Business Process..., Process Improvement, Brand Development, Branding & Identity, Small Business, Strategic Consulting, Business Coaching, Small Business..., Rebranding, Online Marketing, Google Adwords, Google Analytics, Facebook Marketing, SEO, Web Content Management, Sales Management, Pinterest Marketing, Sales Process, Employee Relations, Employee Engagement, Job Satisfaction, Customer Satisfaction, Profit & Loss Management, Balance Sheet Review, Corporate Events, Special Events..., Special Events, Strategic Planning, Competitive Analysis
Education
California State University-Sacramento 1994 — 1997
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Orenda Randuch's Morgan Stanley Experience June 2004 - September 2008
Job Board Member, Treasurer, Mom
Industry Program Development
Experience
Randuch Family January 2012 - Present
Merrill Lynch September 2008 - July 2011
Morgan Stanley June 2004 - September 2008
Rotary International August 1995 - June 1996
Skills
Strategic Planning, Project Management, Customer Service, Management, Leadership, Program Management, Finance, Financial Advisory, Marketing
Education
California State University-Sacramento 1998 — 2000
B.A., Psychology
Randuch Family January 2012 - Present
Merrill Lynch September 2008 - July 2011
Morgan Stanley June 2004 - September 2008
Rotary International August 1995 - June 1996
Skills
Strategic Planning, Project Management, Customer Service, Management, Leadership, Program Management, Finance, Financial Advisory, Marketing
Education
California State University-Sacramento 1998 — 2000
B.A., Psychology
Don Rothschild - AVP, MBA's Morgan Stanley Experience 1997 - 2008
Job Assistant Vice President IT Senior Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2010 - Present
Wells Fargo July 2009 - December 2010
Tek Systems September 2008 - July 2009
Morgan Stanley 1997 - 2008
Beechwood (Cap Gemini) Data Systems 1996 - 1997
Ameridata Consulting 1995 - 1996
Automated Concepts Inc. 1994 - 1995
Unified Systems Solutions 1992 - 1994
Laser Recording Systems (LRS) 1991 - 1992
General Logistics Inc 1986 - 1990
Skills
Vendor Management, Business Analysis, PMO, ITIL, Program Management, SDLC, Project Management, Integration, Analysis, Banking, Business Intelligence, Business Process, Business Process..., CRM, Consulting, Enterprise Architecture, IT Management, IT Strategy, Information Technology, Leadership, MS Project, Management, PMP, Process Improvement, Project Delivery, Project Planning, Project Portfolio..., Requirements Analysis, Quality Assurance, Requirements Gathering, Resource Management, Risk Management, SharePoint, Software Development, Software Documentation, Software Project..., Training, Visio
Education
Canisius College 1975 — 1978
MBA, Management
University of Maryland College Park 1970 — 1974
BS, Economics, English
Campus School
High School
Wells Fargo December 2010 - Present
Wells Fargo July 2009 - December 2010
Tek Systems September 2008 - July 2009
Morgan Stanley 1997 - 2008
Beechwood (Cap Gemini) Data Systems 1996 - 1997
Ameridata Consulting 1995 - 1996
Automated Concepts Inc. 1994 - 1995
Unified Systems Solutions 1992 - 1994
Laser Recording Systems (LRS) 1991 - 1992
General Logistics Inc 1986 - 1990
Skills
Vendor Management, Business Analysis, PMO, ITIL, Program Management, SDLC, Project Management, Integration, Analysis, Banking, Business Intelligence, Business Process, Business Process..., CRM, Consulting, Enterprise Architecture, IT Management, IT Strategy, Information Technology, Leadership, MS Project, Management, PMP, Process Improvement, Project Delivery, Project Planning, Project Portfolio..., Requirements Analysis, Quality Assurance, Requirements Gathering, Resource Management, Risk Management, SharePoint, Software Development, Software Documentation, Software Project..., Training, Visio
Education
Canisius College 1975 — 1978
MBA, Management
University of Maryland College Park 1970 — 1974
BS, Economics, English
Campus School
High School
Scott Andersen's Morgan Stanley Experience April 2001 - October 2006
Job Vice President Investments, CRPC at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities October 2006 - Present
Morgan Stanley April 2001 - October 2006
CSAA Insurance Group February 1996 - May 2001
Skills
Retirement Planning, Investments, Small Business, Mutual Funds, Retirement, 401k, IRAs, Finance, Series 7
Education
California State University-Sacramento 1993 — 1995
BA, Business Finance and Insurance
Placer High School 1986 — 1989
Wedbush Securities October 2006 - Present
Morgan Stanley April 2001 - October 2006
CSAA Insurance Group February 1996 - May 2001
Skills
Retirement Planning, Investments, Small Business, Mutual Funds, Retirement, 401k, IRAs, Finance, Series 7
Education
California State University-Sacramento 1993 — 1995
BA, Business Finance and Insurance
Placer High School 1986 — 1989
haiman cai's Morgan Stanley Experience July 1997 - Present
Job executive director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley July 1997 - Present
Goldman Sachs 1992 - 1995
Skills
Capital Markets, Fixed..., Sales & Marketing
Education
The Wharton School, University of Pennsylvania 1995 — 1997
MBA/MA in International Relations, The Lauder Program
Canisius College 1988 — 1992
Bachelor of Science (BS), Accounting
shanghai weiyu highschool
Morgan Stanley July 1997 - Present
Goldman Sachs 1992 - 1995
Skills
Capital Markets, Fixed..., Sales & Marketing
Education
The Wharton School, University of Pennsylvania 1995 — 1997
MBA/MA in International Relations, The Lauder Program
Canisius College 1988 — 1992
Bachelor of Science (BS), Accounting
shanghai weiyu highschool
Thomas R. Pate, CLU's Morgan Stanley Experience January 2001 - April 2005
Job SVP at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage April 2005 - Present
Morgan Stanley January 2001 - April 2005
Merrill Lynch July 1987 - July 1999
E.F. Hutton January 1985 - June 1987
Skills
Fixed Annuities, Insurance, Retirement Planning, Long-term Care, Series 63, Retirement, Life Insurance, Series 7, Disability Insurance, Term Life Insurance, Wealth Management, Long Term Care Insurance, Whole Life, Financial Planners, Underwriting, IRAs, Universal Life, Estate Planning, Mutual Funds, Investments, Financial Services, Financial Planning, Variable Annuities, 401k
Education
North Carolina State University 1959 — 1962
Campbell University
North Carolina State University
Highland Capital Brokerage April 2005 - Present
Morgan Stanley January 2001 - April 2005
Merrill Lynch July 1987 - July 1999
E.F. Hutton January 1985 - June 1987
Skills
Fixed Annuities, Insurance, Retirement Planning, Long-term Care, Series 63, Retirement, Life Insurance, Series 7, Disability Insurance, Term Life Insurance, Wealth Management, Long Term Care Insurance, Whole Life, Financial Planners, Underwriting, IRAs, Universal Life, Estate Planning, Mutual Funds, Investments, Financial Services, Financial Planning, Variable Annuities, 401k
Education
North Carolina State University 1959 — 1962
Campbell University
North Carolina State University
Roxana Bucurenciu's Morgan Stanley Experience September 2000 - December 2000
Job Senior Care Villa of Loomis
Industry Hospital & Health Care
Experience
Senior Care Villa of Loomis 1993 - Present
Loomis Senior Care Villa 2000 - 2006
SeniorCareHousing.com 2002 - 2005
Accenture 2001 - 2003
Morgan Stanley September 2000 - December 2000
Education
California State University-Sacramento 2002 — 2005
MBA, Urban Land Development
California State University-Sacramento 1987 — 1999
BS, Finance & Investments
SEA
SEA
Senior Care Villa of Loomis 1993 - Present
Loomis Senior Care Villa 2000 - 2006
SeniorCareHousing.com 2002 - 2005
Accenture 2001 - 2003
Morgan Stanley September 2000 - December 2000
Education
California State University-Sacramento 2002 — 2005
MBA, Urban Land Development
California State University-Sacramento 1987 — 1999
BS, Finance & Investments
SEA
SEA
Eric Dennis's Morgan Stanley Experience April 2010 - April 2012
Job Quantitative Strategist (Credit, Fixed Income)
Industry Financial Services
Experience
AIG Asset Management April 2012 - April 2015
Morgan Stanley April 2010 - April 2012
Swiss Reinsurance Company February 2005 - April 2010
Goldman Sachs June 2003 - February 2005
Skills
Derivatives, FX Options, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Portfolio Management, Quantitative Investing, Valuation, Options, Analytics, Quantitative Analytics, Structured Products
Education
Princeton University 2000 — 2003
Visiting Grad Student
University of California, Santa Barbara 1998 — 2000
Ph.D.
Caltech 1994 — 1998
B.S.
AIG Asset Management April 2012 - April 2015
Morgan Stanley April 2010 - April 2012
Swiss Reinsurance Company February 2005 - April 2010
Goldman Sachs June 2003 - February 2005
Skills
Derivatives, FX Options, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Portfolio Management, Quantitative Investing, Valuation, Options, Analytics, Quantitative Analytics, Structured Products
Education
Princeton University 2000 — 2003
Visiting Grad Student
University of California, Santa Barbara 1998 — 2000
Ph.D.
Caltech 1994 — 1998
B.S.
James Gerard's Morgan Stanley Experience August 1987 - June 1990
Job Quantitative Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1990 - Present
Morgan Stanley August 1987 - June 1990
Rutgers University, Dept. of Economics August 1984 - June 1987
Skills
Fixed Income, Equities, Derivatives, Asset Allocation, Portfolio Management, Mutual Funds, Portfolio Optimization, Options, Series 7, Financial Modeling, Investment Strategies, Quantitative Finance, Market Risk
Education
Caltech 1980 — 1984
MA, PhD, Applied Economic Theory
Northwestern University 1974 — 1977
BS, Physics, Applied Math
Fidelity Investments 1990 - Present
Morgan Stanley August 1987 - June 1990
Rutgers University, Dept. of Economics August 1984 - June 1987
Skills
Fixed Income, Equities, Derivatives, Asset Allocation, Portfolio Management, Mutual Funds, Portfolio Optimization, Options, Series 7, Financial Modeling, Investment Strategies, Quantitative Finance, Market Risk
Education
Caltech 1980 — 1984
MA, PhD, Applied Economic Theory
Northwestern University 1974 — 1977
BS, Physics, Applied Math
Luis Mercado's Morgan Stanley Experience May 2002 - Present
Job SVP Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2002 - Present
Merrill Lynch International March 1997 - May 2002
Citibank 1993 - 1997
Bank of America 1987 - 1993
Skills
Investments, Series 7, Series 63, Wealth Management, Due Diligence, Alternative Investments, Mutual Funds, Asset Allocation, Portfolio Management, Investment Strategies, Securities, Hedge Funds
Education
Campbell University 1990 — 1992
MBA
University of North Carolina at Greensboro 1983 — 1986
Business
Morgan Stanley May 2002 - Present
Merrill Lynch International March 1997 - May 2002
Citibank 1993 - 1997
Bank of America 1987 - 1993
Skills
Investments, Series 7, Series 63, Wealth Management, Due Diligence, Alternative Investments, Mutual Funds, Asset Allocation, Portfolio Management, Investment Strategies, Securities, Hedge Funds
Education
Campbell University 1990 — 1992
MBA
University of North Carolina at Greensboro 1983 — 1986
Business
Michael Yarem's Morgan Stanley Experience 2011 - 2011
Job Project Manager Senior Systems Integration Analyst
Industry Financial Services
Experience
Prudential Financial January 2013 - Present
MetLife November 1997 - January 2013
Morgan Stanley 2011 - 2011
Prudential Financial 1997 - 1997
Skills
Business Analysis, Business Process..., SDLC, Vendor Management, Requirements Gathering, Software Project..., Visio, Program Management, Risk Management, Insurance, Lean Six Sigma, UML, User Interface Design, Global Data..., ROI Optimization, User Acceptance Testing, Functional Requirements, Business Intelligence, Change Management, Mergers, Acquisitions, Agile Methodologies, Waterfall, Audit Compliance, System Testing, Quality Assurance, Management, Process Improvement, PMP, PMO, Business Process, Enterprise Architecture, IT Strategy, Leadership, Business Process..., Financial Services, Analytics, Enterprise Software, Quality Auditing, SOA, webMethods, Project Delivery, Project Management, Governance, Project Portfolio..., Six Sigma, Data Modeling, Requirements Analysis, Analysis, Integration
Education
Drexel University 2000 — 2002
MS, Information Systems
Capella University 2003 — 2008
MBA, Business Administration
University of Notre Dame - Mendoza College of Business 2007 — 2007
Executive Certificate in Negotiation, Negotiations and Conflict Resolution
Prudential Financial January 2013 - Present
MetLife November 1997 - January 2013
Morgan Stanley 2011 - 2011
Prudential Financial 1997 - 1997
Skills
Business Analysis, Business Process..., SDLC, Vendor Management, Requirements Gathering, Software Project..., Visio, Program Management, Risk Management, Insurance, Lean Six Sigma, UML, User Interface Design, Global Data..., ROI Optimization, User Acceptance Testing, Functional Requirements, Business Intelligence, Change Management, Mergers, Acquisitions, Agile Methodologies, Waterfall, Audit Compliance, System Testing, Quality Assurance, Management, Process Improvement, PMP, PMO, Business Process, Enterprise Architecture, IT Strategy, Leadership, Business Process..., Financial Services, Analytics, Enterprise Software, Quality Auditing, SOA, webMethods, Project Delivery, Project Management, Governance, Project Portfolio..., Six Sigma, Data Modeling, Requirements Analysis, Analysis, Integration
Education
Drexel University 2000 — 2002
MS, Information Systems
Capella University 2003 — 2008
MBA, Business Administration
University of Notre Dame - Mendoza College of Business 2007 — 2007
Executive Certificate in Negotiation, Negotiations and Conflict Resolution
Lorne Schachter's Morgan Stanley Experience 2011 - October 2012
Job Application Support Engineer, CrossChannel Marketing at Experian Marketing Services
Industry Information Technology and Services
Experience
Experian Marketing Services February 2013 - Present
Morgan Stanley 2011 - October 2012
Citigroup May 2003 - August 2011
Cylogix April 1998 - March 2003
Claremont Technology Group 1995 - 1998
Bell Communications Research 1987 - 1995
Manoff Communications 1985 - 1986
Floating Point Systems 1980 - 1981
Data General 1977 - 1980
Skills
Software Design, Software Development, C++, C, Databases, Perl, Linux, SQL, Operating Systems, Unix, Java, Unix Shell Scripting, Sybase, Oracle, Database Design, Enterprise Software, Solaris, Shell Scripting
Education
University of California, Berkeley 1975 — 1977
MSEE, Computer Science
Caltech 1969 — 1973
BS, Mathematics
Syosset High School
Experian Marketing Services February 2013 - Present
Morgan Stanley 2011 - October 2012
Citigroup May 2003 - August 2011
Cylogix April 1998 - March 2003
Claremont Technology Group 1995 - 1998
Bell Communications Research 1987 - 1995
Manoff Communications 1985 - 1986
Floating Point Systems 1980 - 1981
Data General 1977 - 1980
Skills
Software Design, Software Development, C++, C, Databases, Perl, Linux, SQL, Operating Systems, Unix, Java, Unix Shell Scripting, Sybase, Oracle, Database Design, Enterprise Software, Solaris, Shell Scripting
Education
University of California, Berkeley 1975 — 1977
MSEE, Computer Science
Caltech 1969 — 1973
BS, Mathematics
Syosset High School
Cheryll Hernandez's Morgan Stanley Experience June 2001 - November 2006
Job Manager, Lease Administration at Gymboree Corporation
Industry Retail
Experience
Gymboree Corporation March 2011 - Present
The Gymboree Corporation January 2007 - March 2011
Morgan Stanley June 2001 - November 2006
Skills
Invoicing, Lease Administration, Landlord, Leases, Management, Real Estate, Contract Management, Account Reconciliation, Analysis, Accounting
Education
California State University-Sacramento 1996 — 2001
BS, Business Administration
Gymboree Corporation March 2011 - Present
The Gymboree Corporation January 2007 - March 2011
Morgan Stanley June 2001 - November 2006
Skills
Invoicing, Lease Administration, Landlord, Leases, Management, Real Estate, Contract Management, Account Reconciliation, Analysis, Accounting
Education
California State University-Sacramento 1996 — 2001
BS, Business Administration
Nick Chiang's Morgan Stanley Experience February 2011 - September 2012
Job Risk Analyst at Graham Capital
Industry Investment Management
Experience
Graham Capital Management, L.P. September 2013 - Present
Nomura September 2012 - September 2013
Morgan Stanley February 2011 - September 2012
Morgan Stanley September 2010 - February 2011
Intel October 2005 - May 2009
Education
Baruch College 2009 — 2010
M.S., Financial Engineering
Massachusetts Institute of Technology 2004 — 2005
M.Eng, Materials Science and Engineering
Caltech 2000 — 2004
Bachelor's, Electrical Engineering
Graham Capital Management, L.P. September 2013 - Present
Nomura September 2012 - September 2013
Morgan Stanley February 2011 - September 2012
Morgan Stanley September 2010 - February 2011
Intel October 2005 - May 2009
Education
Baruch College 2009 — 2010
M.S., Financial Engineering
Massachusetts Institute of Technology 2004 — 2005
M.Eng, Materials Science and Engineering
Caltech 2000 — 2004
Bachelor's, Electrical Engineering
Seher Iqbal's Morgan Stanley Experience April 2004 - June 2004
Job Accountant III Financial Accounting and Controls
Industry Oil & Energy
Experience
UC Berkeley July 2013 - Present
UC Berkeley August 2012 - June 2013
Chevron Corporation February 2009 - March 2011
Chevron Corporation April 2007 - February 2009
Bank of America Corp September 2005 - April 2007
Berkeley Market November 2002 - March 2005
Morgan Stanley April 2004 - June 2004
Education
CSU Sacramento
Masters, Accounting, 3.41
University of California, Berkeley
Bachelor of Science, Managerial Economics
UC Berkeley July 2013 - Present
UC Berkeley August 2012 - June 2013
Chevron Corporation February 2009 - March 2011
Chevron Corporation April 2007 - February 2009
Bank of America Corp September 2005 - April 2007
Berkeley Market November 2002 - March 2005
Morgan Stanley April 2004 - June 2004
Education
CSU Sacramento
Masters, Accounting, 3.41
University of California, Berkeley
Bachelor of Science, Managerial Economics
Jeffrey Gorman's Morgan Stanley Experience January 1986 - June 2008
Job Vice President at BNY Mellon
Industry Banking
Experience
BNY Mellon July 2008 - Present
Morgan Stanley January 1986 - June 2008
Skills
Fixed Income, Risk Management, Financial Risk, Prime Brokerage, Securities, Hedge Funds, Capital Markets, Finance, Equities, Settlement, Derivatives, Bloomberg, Series 63, Series 7, Bonds, Alternative Investments
Education
California University of Pennsylvania 1980 — 1984
BA, Political Science
Central Catholic 1976 — 1980
BNY Mellon July 2008 - Present
Morgan Stanley January 1986 - June 2008
Skills
Fixed Income, Risk Management, Financial Risk, Prime Brokerage, Securities, Hedge Funds, Capital Markets, Finance, Equities, Settlement, Derivatives, Bloomberg, Series 63, Series 7, Bonds, Alternative Investments
Education
California University of Pennsylvania 1980 — 1984
BA, Political Science
Central Catholic 1976 — 1980
Richard Segal's Morgan Stanley Experience 1999 - 2007
Job Managing Director Citibank Risk Management Technology
Industry Financial Services
Experience
Citibank August 2011 - Present
Societe Generale July 2010 - August 2011
UBS Investment Bank September 2007 - July 2010
Morgan Stanley 1999 - 2007
UBS 1996 - 1999
Barclays Capital 1992 - 1996
Skills
Fixed Income, Trading Systems, Credit Derivatives, Derivatives, Electronic Trading, Risk Management, SDLC, Financial Services, Sybase, Capital Markets, Investment Banking, Market Risk, Management, Market Data, FX Options, Equities, Interest Rate..., Equity Derivatives
Education
California Institute of Technology
MS, Computer Science
University of California, Irvine
BS, Computer Science
Citibank August 2011 - Present
Societe Generale July 2010 - August 2011
UBS Investment Bank September 2007 - July 2010
Morgan Stanley 1999 - 2007
UBS 1996 - 1999
Barclays Capital 1992 - 1996
Skills
Fixed Income, Trading Systems, Credit Derivatives, Derivatives, Electronic Trading, Risk Management, SDLC, Financial Services, Sybase, Capital Markets, Investment Banking, Market Risk, Management, Market Data, FX Options, Equities, Interest Rate..., Equity Derivatives
Education
California Institute of Technology
MS, Computer Science
University of California, Irvine
BS, Computer Science
Thomas Gould's Morgan Stanley Experience 1996 - 2002
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2009 - Present
Credit Suisse 2002 - 2009
Morgan Stanley 1996 - 2002
Skills
Equity Derivatives, Electronic Trading, Trading Systems, Quantitative Finance, Statistical Arbitrage, Market Making, Options, Equities
Education
Caltech
BS, Physics
University of California, Los Angeles
MS, PhD, Physics
J.P. Morgan May 2009 - Present
Credit Suisse 2002 - 2009
Morgan Stanley 1996 - 2002
Skills
Equity Derivatives, Electronic Trading, Trading Systems, Quantitative Finance, Statistical Arbitrage, Market Making, Options, Equities
Education
Caltech
BS, Physics
University of California, Los Angeles
MS, PhD, Physics
Robert Hamer's Morgan Stanley Experience February 1998 - June 2001
Job Managing Member at Sunset Partners Capital Management LLC
Industry Investment Management
Experience
Sunset Partners Capital Management July 2007 - Present
Merrill Lynch June 2001 - June 2007
Morgan Stanley February 1998 - June 2001
RAH Trading Company 1983 - 1998
Skills
Investment Management, Stock Market, Options, Options Strategies, Hedge Funds, Alternative Investments, Portfolio Management, Portfolio Performance..., Equity Derivatives, Mutual Funds, 401k, Retirement Planning
Education
California Western School of Law 1978 — 1981
J.D., Law
San Diego State University-California State University 1975 — 1977
Bachelor's, Psychology
Sunset Partners Capital Management July 2007 - Present
Merrill Lynch June 2001 - June 2007
Morgan Stanley February 1998 - June 2001
RAH Trading Company 1983 - 1998
Skills
Investment Management, Stock Market, Options, Options Strategies, Hedge Funds, Alternative Investments, Portfolio Management, Portfolio Performance..., Equity Derivatives, Mutual Funds, 401k, Retirement Planning
Education
California Western School of Law 1978 — 1981
J.D., Law
San Diego State University-California State University 1975 — 1977
Bachelor's, Psychology
Charles Cushing's Morgan Stanley Experience June 2012 - November 2012
Job General Manager at Twice (www.liketwice.com)
Industry Apparel & Fashion
Experience
Twice (www.liketwice.com) February 2013 - Present
Twice (www.liketwice.com) November 2012 - February 2013
Morgan Stanley June 2012 - November 2012
U.S. Department of State September 2011 - July 2012
Morgan Stanley June 2011 - September 2011
EnerNOC June 2010 - October 2010
Tufts Energy Forum May 2009 - May 2010
Associated Colleges in China Field Studies Program June 2009 - August 2009
Tufts Energy Forum December 2007 - May 2009
National Broadcasting Company July 2008 - August 2008
Skills
Energy, Economics, Stata, Econometrics, Research, Chinese, Mandarin, Management, Editing
Education
Tufts University 2007 — 2011
B.A., Quantitative Economics
Capital University of Economics and Business 2008 — 2009
Mandarin Chinese
Phillips Exeter Academy 2003 — 2006
High School
Twice (www.liketwice.com) February 2013 - Present
Twice (www.liketwice.com) November 2012 - February 2013
Morgan Stanley June 2012 - November 2012
U.S. Department of State September 2011 - July 2012
Morgan Stanley June 2011 - September 2011
EnerNOC June 2010 - October 2010
Tufts Energy Forum May 2009 - May 2010
Associated Colleges in China Field Studies Program June 2009 - August 2009
Tufts Energy Forum December 2007 - May 2009
National Broadcasting Company July 2008 - August 2008
Skills
Energy, Economics, Stata, Econometrics, Research, Chinese, Mandarin, Management, Editing
Education
Tufts University 2007 — 2011
B.A., Quantitative Economics
Capital University of Economics and Business 2008 — 2009
Mandarin Chinese
Phillips Exeter Academy 2003 — 2006
High School
Jian Jin's Morgan Stanley Experience July 2015 - Present
Job Valuation Review senior manager
Industry Banking
Experience
Morgan Stanley July 2015 - Present
Deutsche Bank August 2011 - July 2015
Credit Suisse January 2007 - July 2011
Morgan Stanley 2003 - 2004
Education
Canisius College
Morgan Stanley July 2015 - Present
Deutsche Bank August 2011 - July 2015
Credit Suisse January 2007 - July 2011
Morgan Stanley 2003 - 2004
Education
Canisius College
Raj Kedia's Morgan Stanley Experience July 2000 - October 2005
Job Chief Information Officer and Head of Quantitative Strategies at HTG Capital Partners, LLC
Industry Financial Services
Experience
HTG Capital Partners, LLC April 2014 - Present
Jump Trading LLC February 2011 - October 2013
Sun Trading LLC October 2009 - February 2011
Citadel Investment Group October 2005 - March 2008
Morgan Stanley July 2000 - October 2005
BP June 1997 - July 2000
Education
Caltech 1992 — 1997
Ph.D., Mechanical Engineering
Caltech 1991 — 1992
M.S., Mechanical Engineering
Indian Institute of Technology, Kharagpur 1987 — 1991
B.Tech, Mechanical Engineering
HTG Capital Partners, LLC April 2014 - Present
Jump Trading LLC February 2011 - October 2013
Sun Trading LLC October 2009 - February 2011
Citadel Investment Group October 2005 - March 2008
Morgan Stanley July 2000 - October 2005
BP June 1997 - July 2000
Education
Caltech 1992 — 1997
Ph.D., Mechanical Engineering
Caltech 1991 — 1992
M.S., Mechanical Engineering
Indian Institute of Technology, Kharagpur 1987 — 1991
B.Tech, Mechanical Engineering
Thomas Daula's Morgan Stanley Experience January 2004 - July 2005
Job Economist
Industry Public Policy
Experience
Federal Housing Finance Agency May 2012 - Present
Morgan Stanley January 2004 - July 2005
Skills
Macroeconomics, CDO, Trading, R, Banking, Statistics, Stata, Economics, Econometrics, Structured Products
Education
University of California, San Diego 2005 — 2012
PhD, Econometrics, Finance, Macroeconomics
University of California, Los Angeles 2001 — 2004
ABD, Statistics, Bioinformatics
Caltech 1997 — 2001
BS, Applied and Computational Mathematics
Federal Housing Finance Agency May 2012 - Present
Morgan Stanley January 2004 - July 2005
Skills
Macroeconomics, CDO, Trading, R, Banking, Statistics, Stata, Economics, Econometrics, Structured Products
Education
University of California, San Diego 2005 — 2012
PhD, Econometrics, Finance, Macroeconomics
University of California, Los Angeles 2001 — 2004
ABD, Statistics, Bioinformatics
Caltech 1997 — 2001
BS, Applied and Computational Mathematics
Balraj Mann's Morgan Stanley Experience January 2011 - December 2011
Job Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank December 2011 - Present
Morgan Stanley January 2011 - December 2011
Morgan Stanley 2005 - 2010
PricewaterhouseCoopers 2003 - 2005
Axa Investment Managers 2000 - 2001
Coopers & Lybrand 1994 - 2000
Skills
Derivatives, Securitization, Structured Products, SOX, Fair Value, Product Control, Business Architecture, Sarbanes-Oxley Act, Finance, Equities, Valuation, Mergers & Acquisitions, Accounting, Financial Services, Portfolio Management, Capital Markets, Financial Reporting, Financial Risk, Investment Banking
Education
Cardiff University / Prifysgol Caerdydd 1990 — 1993
BSc Hons, Mathematics
Deutsche Bank December 2011 - Present
Morgan Stanley January 2011 - December 2011
Morgan Stanley 2005 - 2010
PricewaterhouseCoopers 2003 - 2005
Axa Investment Managers 2000 - 2001
Coopers & Lybrand 1994 - 2000
Skills
Derivatives, Securitization, Structured Products, SOX, Fair Value, Product Control, Business Architecture, Sarbanes-Oxley Act, Finance, Equities, Valuation, Mergers & Acquisitions, Accounting, Financial Services, Portfolio Management, Capital Markets, Financial Reporting, Financial Risk, Investment Banking
Education
Cardiff University / Prifysgol Caerdydd 1990 — 1993
BSc Hons, Mathematics
Ronald Troast's Morgan Stanley Experience December 2000 - February 2002
Job Account Executive Hematology/Oncology
Industry Pharmaceuticals
Experience
AbbVie October 2015 - Present
Celgene July 2013 - October 2015
Grifols August 2012 - July 2013
GlaxoSmithKline September 2011 - August 2012
GlaxoSmithKline September 2010 - September 2011
GlaxoSmithKline March 2009 - September 2010
GlaxoSmithKline March 2008 - March 2009
GlaxoSmithKline March 2003 - March 2008
Troast Wealth Management LLC March 2002 - March 2003
Morgan Stanley December 2000 - February 2002
Skills
Account Management, Sales, Project Management, SPIN Sales Training, Sales Rep Training, Training Delivery, Instructional Design, Contract Management, Team Leadership, Leadership, Matrix Management, Organizational..., Engagement, Customer Engagement, Vendor Management, Financial Advisory, Microsoft Excel, Live Meeting, Virtual Training, PowerPoint, Problem Solving, Idea Generation, Business Process..., Group Leadership, Responsiveness, Customer Experience, Analysis, Urology, Pulmonology, Oncology, Hospital Sales, Sales Operations, Pharmaceutical Sales
Education
Calvin College 1996 — 2000
BA, Major: Business, Minor: Psychology, GPA: 3.72
Eastern Christian High School 1992 — 1996
Diploma with Honors, College Prep, GPA: 3.975
AbbVie October 2015 - Present
Celgene July 2013 - October 2015
Grifols August 2012 - July 2013
GlaxoSmithKline September 2011 - August 2012
GlaxoSmithKline September 2010 - September 2011
GlaxoSmithKline March 2009 - September 2010
GlaxoSmithKline March 2008 - March 2009
GlaxoSmithKline March 2003 - March 2008
Troast Wealth Management LLC March 2002 - March 2003
Morgan Stanley December 2000 - February 2002
Skills
Account Management, Sales, Project Management, SPIN Sales Training, Sales Rep Training, Training Delivery, Instructional Design, Contract Management, Team Leadership, Leadership, Matrix Management, Organizational..., Engagement, Customer Engagement, Vendor Management, Financial Advisory, Microsoft Excel, Live Meeting, Virtual Training, PowerPoint, Problem Solving, Idea Generation, Business Process..., Group Leadership, Responsiveness, Customer Experience, Analysis, Urology, Pulmonology, Oncology, Hospital Sales, Sales Operations, Pharmaceutical Sales
Education
Calvin College 1996 — 2000
BA, Major: Business, Minor: Psychology, GPA: 3.72
Eastern Christian High School 1992 — 1996
Diploma with Honors, College Prep, GPA: 3.975
Kevin Brennan's Morgan Stanley Experience June 2007 - August 2007
Job Associate at Macquarie
Industry Investment Banking
Experience
Macquarie Group August 2011 - Present
PricewaterhouseCoopers September 2009 - August 2011
PricewaterhouseCoopers June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Education
Canisius College 2005 — 2009
B.S., Finance, Accounting
Macquarie Group August 2011 - Present
PricewaterhouseCoopers September 2009 - August 2011
PricewaterhouseCoopers June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Education
Canisius College 2005 — 2009
B.S., Finance, Accounting
John Pacilio's Morgan Stanley Experience September 2013 - May 2014
Job Associate CCAR Analyst at M&T Bank
Industry Banking
Experience
M&T Bank June 2014 - Present
M&T Bank July 2014 - June 2015
Morgan Stanley September 2013 - May 2014
Syracuse University September 2010 - May 2013
Reliance Financial Advisors, LLC May 2012 - October 2012
Northwestern Mutual Life March 2010 - August 2011
Skills
Investments, CCAR, Forecasting, Finance, Strategic Financial..., Financial & Operational..., Equity Valuation, Fixed Income, Financial Analysis, Series 7, Mutual Funds, Valuation, Financial Planning, Microsoft Office, Microsoft Excel, Financial Modeling, Portfolio Management
Education
Canisius College 2013 — 2014
Master of Business Administration (MBA), Finance, General
Syracuse University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Cum Laude
Indian River High School
Advanced Regents Diploma
M&T Bank June 2014 - Present
M&T Bank July 2014 - June 2015
Morgan Stanley September 2013 - May 2014
Syracuse University September 2010 - May 2013
Reliance Financial Advisors, LLC May 2012 - October 2012
Northwestern Mutual Life March 2010 - August 2011
Skills
Investments, CCAR, Forecasting, Finance, Strategic Financial..., Financial & Operational..., Equity Valuation, Fixed Income, Financial Analysis, Series 7, Mutual Funds, Valuation, Financial Planning, Microsoft Office, Microsoft Excel, Financial Modeling, Portfolio Management
Education
Canisius College 2013 — 2014
Master of Business Administration (MBA), Finance, General
Syracuse University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Cum Laude
Indian River High School
Advanced Regents Diploma
Jason Burroughs's Morgan Stanley Experience June 1996 - June 1998
Job Operations / Controller at FPZ, Inc.
Industry Accounting
Experience
FPZ, Inc. July 1998 - Present
Morgan Stanley June 1996 - June 1998
US Navy September 1989 - September 1992
Skills
New Business Development, Strategic Planning, Outlook, Operations Management, Budgets, Process Improvement, Customer Service, Project Management, Team Building, Sales Management
Education
Cardinal Stritch University 2008 — 2010
MBA, Business
Oakland University 1996 — 1998
Ripon High
FPZ, Inc. July 1998 - Present
Morgan Stanley June 1996 - June 1998
US Navy September 1989 - September 1992
Skills
New Business Development, Strategic Planning, Outlook, Operations Management, Budgets, Process Improvement, Customer Service, Project Management, Team Building, Sales Management
Education
Cardinal Stritch University 2008 — 2010
MBA, Business
Oakland University 1996 — 1998
Ripon High
Robert Postma's Morgan Stanley Experience June 2002 - September 2003
Job Director of Tennis, Head Pro at Brookside Golf and CC
Industry Sports
Experience
Brookside Golf and CC May 2011 - Present
Players Club September 2010 - Present
Capital U. August 2010 - Present
Huntington Inv. Co. September 2003 - August 2009
Morgan Stanley June 2002 - September 2003
Education
Capital University 2008 — 2011
MBA, Finance, General
Wittenberg University 1998 — 2002
Bachlor of Arts, Finance
Brookside Golf and CC May 2011 - Present
Players Club September 2010 - Present
Capital U. August 2010 - Present
Huntington Inv. Co. September 2003 - August 2009
Morgan Stanley June 2002 - September 2003
Education
Capital University 2008 — 2011
MBA, Finance, General
Wittenberg University 1998 — 2002
Bachlor of Arts, Finance
Alexander Protopapas's Morgan Stanley Experience
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Education
California Institute of Technology
Ph.D., Neurobiology
Columbia College (NY)
Bachelors, Biochemistry
Morgan Stanley
Education
California Institute of Technology
Ph.D., Neurobiology
Columbia College (NY)
Bachelors, Biochemistry
Amanda Bolenbaugh's Morgan Stanley Experience September 2007 - October 2009
Job Attorney
Industry Law Practice
Experience
Franklin County Probate Court May 2013 - July 2013
Mid-Ohio Regional Planning Commission January 2013 - April 2013
Just Energy January 2011 - July 2011
Morgan Stanley Smith Barney October 2009 - September 2010
Morgan Stanley September 2007 - October 2009
Skills
Analysis, Legal Writing, Research, Finance, Nonprofits, Management, Legal Issues, Auditing, FINRA, Legal Research, Westlaw, LexisNexis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
Capital University Law School 2011 — 2014
Juris Doctor (J.D.)
The Ohio State University 2004 — 2007
BS, Agriculture
Franklin County Probate Court May 2013 - July 2013
Mid-Ohio Regional Planning Commission January 2013 - April 2013
Just Energy January 2011 - July 2011
Morgan Stanley Smith Barney October 2009 - September 2010
Morgan Stanley September 2007 - October 2009
Skills
Analysis, Legal Writing, Research, Finance, Nonprofits, Management, Legal Issues, Auditing, FINRA, Legal Research, Westlaw, LexisNexis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
Capital University Law School 2011 — 2014
Juris Doctor (J.D.)
The Ohio State University 2004 — 2007
BS, Agriculture
Brian M. Probst's Morgan Stanley Experience October 1992 - November 2009
Job Vice President | Financial Advisor Senior Portfolio Advisor
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Probst & Associates June 2001 - Present
Ameriprise Financial Services, Inc. October 2011 - February 2014
JPMorgan Chase November 2009 - October 2011
Morgan Stanley October 1992 - November 2009
Education
Wharton School of Business
Executive Education
California State University-Sacramento
Bachelor of Science, Business - Finance
California State University-Sacramento
Bachelor of Arts, Economics
Merrill Lynch February 2014 - Present
Probst & Associates June 2001 - Present
Ameriprise Financial Services, Inc. October 2011 - February 2014
JPMorgan Chase November 2009 - October 2011
Morgan Stanley October 1992 - November 2009
Education
Wharton School of Business
Executive Education
California State University-Sacramento
Bachelor of Science, Business - Finance
California State University-Sacramento
Bachelor of Arts, Economics
Ken Autore's Morgan Stanley Experience November 1998 - May 2000
Job Assistant Professor of Business at Centenary College
Industry Higher Education
Experience
Centenary College September 2004 - Present
Morgan Stanley November 1998 - May 2000
Skills
Higher Education, Teaching, Public Speaking, Staff Development, Data Analysis, PowerPoint, Career Counseling, Event Planning, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Strategic Planning, Student Development, Team Building
Education
Capella University 2004 — 2010
PhD, Business Mgmt
UCF 1996 — 1997
Master of Business Administration (MBA), Finance, General
UCF 1990 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
Centenary College September 2004 - Present
Morgan Stanley November 1998 - May 2000
Skills
Higher Education, Teaching, Public Speaking, Staff Development, Data Analysis, PowerPoint, Career Counseling, Event Planning, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Strategic Planning, Student Development, Team Building
Education
Capella University 2004 — 2010
PhD, Business Mgmt
UCF 1996 — 1997
Master of Business Administration (MBA), Finance, General
UCF 1990 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
Scott Osborn's Morgan Stanley Experience January 1997 - December 1997
Job Financial Analyst at Employees Retirement System of Texas
Industry Investment Management
Experience
Employees Retirement System of Texas September 2006 - Present
Franklin Templeton Investments October 2005 - September 2006
Barclays Global Investors November 2001 - June 2004
Franklin Templeton Investments February 1998 - November 2001
Morgan Stanley January 1997 - December 1997
Education
Golden Gate University 1998 — 2001
Master of Business Administration (MBA), Finance
California State University-Sacramento 1994 — 1996
Bachelor of Science (BS), Business Administration and Management, Finance
Employees Retirement System of Texas September 2006 - Present
Franklin Templeton Investments October 2005 - September 2006
Barclays Global Investors November 2001 - June 2004
Franklin Templeton Investments February 1998 - November 2001
Morgan Stanley January 1997 - December 1997
Education
Golden Gate University 1998 — 2001
Master of Business Administration (MBA), Finance
California State University-Sacramento 1994 — 1996
Bachelor of Science (BS), Business Administration and Management, Finance
Ali Hassani's Morgan Stanley Experience April 2008 - September 2009
Job Head of Public Markets and Risk / Senior Advisor at National Investment Corporation of National Bank of Kazakhstan
Industry Investment Management
Experience
National Investment Corporation of National Bank of Kazakhstan January 2015 - Present
Independent Investor April 2013 - April 2014
Millennium Partners June 2010 - December 2012
Morgan Stanley April 2008 - September 2009
Morgan Stanley April 2006 - April 2008
Morgan Stanley May 2005 - April 2006
Morgan Stanley July 2004 - May 2005
Skills
Global Macro, Emerging Markets, Credit Derivatives, Interest Rate..., FX Options, Swaptions, Structured Products, ANSI C, VBA, Matlab, Fincad, SQL, QuantLib
Education
California Institute of Technology 2000 — 2004
Bachelor of Science (B.S.), Theoretical Mathematics and Economics
National Investment Corporation of National Bank of Kazakhstan January 2015 - Present
Independent Investor April 2013 - April 2014
Millennium Partners June 2010 - December 2012
Morgan Stanley April 2008 - September 2009
Morgan Stanley April 2006 - April 2008
Morgan Stanley May 2005 - April 2006
Morgan Stanley July 2004 - May 2005
Skills
Global Macro, Emerging Markets, Credit Derivatives, Interest Rate..., FX Options, Swaptions, Structured Products, ANSI C, VBA, Matlab, Fincad, SQL, QuantLib
Education
California Institute of Technology 2000 — 2004
Bachelor of Science (B.S.), Theoretical Mathematics and Economics
Jacqueline Elkayam's Morgan Stanley Experience June 2005 - November 2010
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2010 - Present
Morgan Stanley June 2005 - November 2010
Morgan Stanley 1994 - 1998
Morgan Stanley 1993 - 1993
Morgan Stanley 1992 - 1993
Morgan Stanley 1990 - 1992
Skills
Experienced Business..., Project Management, Technology Solutions, Technology Management, COBOLII, JCL, IBM Mainframe, Mainframe Testing, Unix Shell Scripting, Java, HTML, Software Implementation..., Middle Office, Change Management, Prime Brokerage, SDLC, Trading Systems, Testing, Sybase, Business Analysis, Capital Markets, Equities, Investment Banking, Management
Education
Harvard University 1986 — 1989
Master's degree
Capella University 2005 — 2007
Master of Science, Information Technology, Systems Design and Programming, 4.0 GPA
SUNY Stony Brook 1983 — 1986
Bachelor of Arts (B.A.), Art History, Criticism, Magna Cum Laude
Morgan Stanley Wealth Management December 2010 - Present
Morgan Stanley June 2005 - November 2010
Morgan Stanley 1994 - 1998
Morgan Stanley 1993 - 1993
Morgan Stanley 1992 - 1993
Morgan Stanley 1990 - 1992
Skills
Experienced Business..., Project Management, Technology Solutions, Technology Management, COBOLII, JCL, IBM Mainframe, Mainframe Testing, Unix Shell Scripting, Java, HTML, Software Implementation..., Middle Office, Change Management, Prime Brokerage, SDLC, Trading Systems, Testing, Sybase, Business Analysis, Capital Markets, Equities, Investment Banking, Management
Education
Harvard University 1986 — 1989
Master's degree
Capella University 2005 — 2007
Master of Science, Information Technology, Systems Design and Programming, 4.0 GPA
SUNY Stony Brook 1983 — 1986
Bachelor of Arts (B.A.), Art History, Criticism, Magna Cum Laude
Heather Djuric's Morgan Stanley Experience July 2014 - Present
Job at
Industry Retail
Experience
Morgan Stanley July 2014 - Present
Nordstrom 2004 - 2014
Burnett & Sons 2000 - 2003
Skills
Accounts Payable, Inventory Management, Merchandising, Payroll, Retail
Education
California State University-Sacramento
Morgan Stanley July 2014 - Present
Nordstrom 2004 - 2014
Burnett & Sons 2000 - 2003
Skills
Accounts Payable, Inventory Management, Merchandising, Payroll, Retail
Education
California State University-Sacramento
Ashish Misra's Morgan Stanley Experience August 1997 - May 2004
Job Quantitative Strategist at DW Partners
Industry Financial Services
Experience
DW Partners, LP May 2008 - Present
BlueMountain Capital Management 2004 - May 2008
Morgan Stanley August 1997 - May 2004
Center for Turbulence Research, Stanford / NASA Ames July 1996 - September 1996
Skills
Fixed Income, Quantitative Analytics, Physics, Credit, Mathematical Modeling, Monte Carlo Simulation, Quantitative Finance, Options, Market Risk, Hedge Funds, Derivatives, Portfolio Optimization, Financial Engineering, Trading Strategies, Volatility, Structured Products, Bonds, Trading
Education
California Institute of Technology 1992 — 1997
Doctor of Philosophy (PhD), Aeronautics / Applied Mathematics
Indian Institute of Science 1988 — 1992
BE / ME, Mechanical Engineering
DW Partners, LP May 2008 - Present
BlueMountain Capital Management 2004 - May 2008
Morgan Stanley August 1997 - May 2004
Center for Turbulence Research, Stanford / NASA Ames July 1996 - September 1996
Skills
Fixed Income, Quantitative Analytics, Physics, Credit, Mathematical Modeling, Monte Carlo Simulation, Quantitative Finance, Options, Market Risk, Hedge Funds, Derivatives, Portfolio Optimization, Financial Engineering, Trading Strategies, Volatility, Structured Products, Bonds, Trading
Education
California Institute of Technology 1992 — 1997
Doctor of Philosophy (PhD), Aeronautics / Applied Mathematics
Indian Institute of Science 1988 — 1992
BE / ME, Mechanical Engineering
Mark Son's Morgan Stanley Experience 2006 - 2008
Job Hopeful Skeptic
Industry Computer Software
Experience
Pasadena Angels 2014 - Present
NS Assets LLC 2013 - Present
March on Green, Inc. 2008 - 2013
Morgan Stanley 2006 - 2008
Countrywide Capital Markets 2000 - 2006
Bear Stearns & Company 1994 - 2000
Education
California Institute of Technology 1989 — 1993
Bachelor of Science (BS), Physics and Mathematics
Columbia University in the City of New York 1993 — 1994
Doctor of Philosophy (PhD) - Candidate, Physics
Pasadena Angels 2014 - Present
NS Assets LLC 2013 - Present
March on Green, Inc. 2008 - 2013
Morgan Stanley 2006 - 2008
Countrywide Capital Markets 2000 - 2006
Bear Stearns & Company 1994 - 2000
Education
California Institute of Technology 1989 — 1993
Bachelor of Science (BS), Physics and Mathematics
Columbia University in the City of New York 1993 — 1994
Doctor of Philosophy (PhD) - Candidate, Physics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS