Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Norman Niemer Norman Niemer's Morgan Stanley Experience September 2006 - August 2007
Job Hedge fund analyst with a focus on datadriven investment management
Industry Investment Management
Experience
UBS O'Connor June 2014 - Present
Astellon Capital August 2012 - June 2013
Feilong Capital August 2011 - July 2012
Caxton Associates April 2009 - June 2011
Morgan Stanley September 2006 - August 2007
Merrill Lynch July 2005 - August 2006
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS), Financial Engineering
Stanford University 2013 — 2014
Online Courses, Computer Science
Cass Business School 2007 — 2008
MSc Mathematical Trading
CFA Institute 2006 — 2008
CFA
Cass Business School 2002 — 2005
BSc Banking and International Finance
UBS O'Connor June 2014 - Present
Astellon Capital August 2012 - June 2013
Feilong Capital August 2011 - July 2012
Caxton Associates April 2009 - June 2011
Morgan Stanley September 2006 - August 2007
Merrill Lynch July 2005 - August 2006
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS), Financial Engineering
Stanford University 2013 — 2014
Online Courses, Computer Science
Cass Business School 2007 — 2008
MSc Mathematical Trading
CFA Institute 2006 — 2008
CFA
Cass Business School 2002 — 2005
BSc Banking and International Finance
Charles Knofla Charles Knofla's Morgan Stanley Experience June 2015 - Present
Job Business Analyst at Morgan Stanley
Industry Management Consulting
Experience
Morgan Stanley June 2015 - Present
Kevsa Consulting February 2015 - May 2015
Navigant September 2014 - January 2015
Mu Sigma August 2013 - August 2014
Skills
Finance, Databases, Data Analysis, Access, Microsoft Excel, SQL, Analytics, PowerPoint, Financial Modeling, Tableau, Decision Sciences, Management Consulting, Microsoft Office, Financial Analysis, Statistical Data..., Statistics, Business Process..., Business Analysis
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
Cass Business School 2012 — 2012
Staples High School
Morgan Stanley June 2015 - Present
Kevsa Consulting February 2015 - May 2015
Navigant September 2014 - January 2015
Mu Sigma August 2013 - August 2014
Skills
Finance, Databases, Data Analysis, Access, Microsoft Excel, SQL, Analytics, PowerPoint, Financial Modeling, Tableau, Decision Sciences, Management Consulting, Microsoft Office, Financial Analysis, Statistical Data..., Statistics, Business Process..., Business Analysis
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
Cass Business School 2012 — 2012
Staples High School
Chris Marland Chris Marland's Morgan Stanley Experience 2000 - 2001
Job Territory Sales and Business Development Manager at Do it Best Corp.
Industry Retail
Experience
Do it Best Corp. March 2015 - Present
Do it Best Corp. October 2003 - Present
Morgan Stanley 2000 - 2001
Sherwin Williams 1995 - 2000
Skills
Result Oriented, Challenge Driven, Sales, Managerial, Achieve Results, Success Driven, Determination, Time Management, P&L Management, Store Management, Creativity, Organization, P&L Results, Managing Budgets & P&Ls, Microsoft Applications, Sales Logix, Board of Directors, Solution Selling, Consultative Selling..., Retail, Account Management, Presentation Skills
Education
Cedarville University 1991 — 1995
Bachelor of Arts (B.A.), Marketing/Marketing
Do it Best Corp. March 2015 - Present
Do it Best Corp. October 2003 - Present
Morgan Stanley 2000 - 2001
Sherwin Williams 1995 - 2000
Skills
Result Oriented, Challenge Driven, Sales, Managerial, Achieve Results, Success Driven, Determination, Time Management, P&L Management, Store Management, Creativity, Organization, P&L Results, Managing Budgets & P&Ls, Microsoft Applications, Sales Logix, Board of Directors, Solution Selling, Consultative Selling..., Retail, Account Management, Presentation Skills
Education
Cedarville University 1991 — 1995
Bachelor of Arts (B.A.), Marketing/Marketing
Jeff Kolodjay Jeff Kolodjay's Morgan Stanley Experience 2000 - 2002
Job Director, Global Business Development
Industry Financial Services
Experience
American Express July 2012 - Present
Streamlite March 2010 - June 2012
DAW Communications January 2008 - February 2010
DAW Communications 2003 - 2008
DHL 2002 - 2003
Morgan Stanley 2000 - 2002
Skills
Consultative Selling, Problem Solving, Contract Negotiation, High-Level Relationship..., Vendor Management, Negotiation, New Business Development, Marketing Strategy, Sales, Leadership, Sales Management, Customer Retention, Selling, Sales Operations, Strategic Planning, Account Management, Cross-functional Team..., Management, Strategy, Operations Management, Team Building
Education
Central Connecticut State University 1995 — 2000
Bachelor of Arts (B.A.), Communications
American Express July 2012 - Present
Streamlite March 2010 - June 2012
DAW Communications January 2008 - February 2010
DAW Communications 2003 - 2008
DHL 2002 - 2003
Morgan Stanley 2000 - 2002
Skills
Consultative Selling, Problem Solving, Contract Negotiation, High-Level Relationship..., Vendor Management, Negotiation, New Business Development, Marketing Strategy, Sales, Leadership, Sales Management, Customer Retention, Selling, Sales Operations, Strategic Planning, Account Management, Cross-functional Team..., Management, Strategy, Operations Management, Team Building
Education
Central Connecticut State University 1995 — 2000
Bachelor of Arts (B.A.), Communications
Dennis Shubert Dennis Shubert's Morgan Stanley Experience 1997 - 2001
Job Commercial Real Estate Broker
Industry Real Estate
Experience
Berkshire Hathaway HomeServices - KoenigRubloff Realty Group January 2015 - Present
Strategic Asset Services November 2014 - Present
Newcastle Limited April 2008 - October 2009
CoStar Group 2003 - 2008
Cabot Company - Real Estate Development January 2001 - 2003
Morgan Stanley 1997 - 2001
Skills
Real Estate, Investments, Asset, Valuation, Market Analysis, Market Research, Economics, Research, Analysis, Strategy, Entrepreneurship, Commercial Real Estate, Due Diligence, Investment Properties
Education
Central Michigan University 1992 — 1996
BS, Economics
Berkshire Hathaway HomeServices - KoenigRubloff Realty Group January 2015 - Present
Strategic Asset Services November 2014 - Present
Newcastle Limited April 2008 - October 2009
CoStar Group 2003 - 2008
Cabot Company - Real Estate Development January 2001 - 2003
Morgan Stanley 1997 - 2001
Skills
Real Estate, Investments, Asset, Valuation, Market Analysis, Market Research, Economics, Research, Analysis, Strategy, Entrepreneurship, Commercial Real Estate, Due Diligence, Investment Properties
Education
Central Michigan University 1992 — 1996
BS, Economics
Chas Weiss Chas Weiss's Morgan Stanley Experience May 2007 - June 2009
Job Executive Project Manager at Systech International
Industry Industrial Automation
Experience
Systech International July 2013 - Present
Broadridge January 2012 - June 2013
The CFW Consulting Group January 2012 - June 2013
Morgan Stanley Smith Barney July 2009 - December 2011
Morgan Stanley May 2007 - June 2009
GlassHouse Technologies January 2005 - May 2007
Dun & Bradstreet July 2004 - December 2004
Dow Jones & Co. August 2000 - February 2004
TIAA-CREF July 1998 - August 2000
Vanstar April 1997 - June 1998
Skills
Project Portfolio..., Program Management, Software Project..., Risk Management, Resource Allocation, Resource Management, Process Improvement, MS Project, Business Planning, PMP, PMO, SDLC, Vendor Management, IT Management, IT Strategy, Visio, Project Management, Strategic Planning, Manage Client..., Infrastructure Projects, Web Project Management, Offshore Project..., Issues Management, Risk Analysis, Risk Mitigation, Cost Reduction, Process Engineering, Efficiency Improvement, Operational Efficiency, MS Office Suite, PPM, Quality Center, Operations, PMI, SharePoint, Product Development, Cross-functional Team..., Communication Skills, Clarity, Internal & External..., Requirements Gathering, CRM, Quality Assurance, Strategy, Multi-disciplinary Teams, Interpersonal Skill, Follow Through, Data Center, Committed to...
Education
Ithaca College 1985 — 1987
BA, Computer Science/Math
Case Western Reserve University 1982 — 1984
Computer Engineering
Systech International July 2013 - Present
Broadridge January 2012 - June 2013
The CFW Consulting Group January 2012 - June 2013
Morgan Stanley Smith Barney July 2009 - December 2011
Morgan Stanley May 2007 - June 2009
GlassHouse Technologies January 2005 - May 2007
Dun & Bradstreet July 2004 - December 2004
Dow Jones & Co. August 2000 - February 2004
TIAA-CREF July 1998 - August 2000
Vanstar April 1997 - June 1998
Skills
Project Portfolio..., Program Management, Software Project..., Risk Management, Resource Allocation, Resource Management, Process Improvement, MS Project, Business Planning, PMP, PMO, SDLC, Vendor Management, IT Management, IT Strategy, Visio, Project Management, Strategic Planning, Manage Client..., Infrastructure Projects, Web Project Management, Offshore Project..., Issues Management, Risk Analysis, Risk Mitigation, Cost Reduction, Process Engineering, Efficiency Improvement, Operational Efficiency, MS Office Suite, PPM, Quality Center, Operations, PMI, SharePoint, Product Development, Cross-functional Team..., Communication Skills, Clarity, Internal & External..., Requirements Gathering, CRM, Quality Assurance, Strategy, Multi-disciplinary Teams, Interpersonal Skill, Follow Through, Data Center, Committed to...
Education
Ithaca College 1985 — 1987
BA, Computer Science/Math
Case Western Reserve University 1982 — 1984
Computer Engineering
Christine Blackledge, MSA Christine Blackledge, MSA's Morgan Stanley Experience 1999 - 2001
Job Consultant
Industry Program Development
Experience
AgraAfrica 2013 - Present
Michigan State University 2014 - 2014
Michigan Decorations LLC 2003 - 2013
First Asset Financial 2003 - 2012
Ascom 2005 - 2006
The Music House 2003 - 2004
City of Traverse City 2002 - 2003
Fifth Third Securities 2001 - 2002
Morgan Stanley 1999 - 2001
Central Interconnect, Inc. 1997 - 1999
Skills
Business Development, Strategic Planning, Change Management, Project Management, Consulting, Analysis, Agribusiness, Marketing Strategy, Entrepreneurship, Volunteer Management, Business Planning, Sustainable Agriculture, International..., Organizational..., Advertising, International Business, Business Analysis, Strategic Financial..., Grant Writing, Telecommunications, Social Media Marketing, International Project..., Agricultural Marketing, Culture Change, Education, Fiscally Responsible, Administrative Work, Marketing, Microsoft Office, Computer Proficiency, LAN-WAN, Small Business, Coordination, Program Facilitation, Program Management, Community Development, Management, Capacity Building
Education
Central Michigan University
Master of Science (MS), International Business Administration
Central Michigan University
Bachelor of Science (BS), Business Administration-Community Development
Northwestern Michigan College
Associate of Arts (AA), Data Processing & Business
Northwestern Michigan College
Associate of Science (AS), Health Professional, Pre-Medical, Biology
AgraAfrica 2013 - Present
Michigan State University 2014 - 2014
Michigan Decorations LLC 2003 - 2013
First Asset Financial 2003 - 2012
Ascom 2005 - 2006
The Music House 2003 - 2004
City of Traverse City 2002 - 2003
Fifth Third Securities 2001 - 2002
Morgan Stanley 1999 - 2001
Central Interconnect, Inc. 1997 - 1999
Skills
Business Development, Strategic Planning, Change Management, Project Management, Consulting, Analysis, Agribusiness, Marketing Strategy, Entrepreneurship, Volunteer Management, Business Planning, Sustainable Agriculture, International..., Organizational..., Advertising, International Business, Business Analysis, Strategic Financial..., Grant Writing, Telecommunications, Social Media Marketing, International Project..., Agricultural Marketing, Culture Change, Education, Fiscally Responsible, Administrative Work, Marketing, Microsoft Office, Computer Proficiency, LAN-WAN, Small Business, Coordination, Program Facilitation, Program Management, Community Development, Management, Capacity Building
Education
Central Michigan University
Master of Science (MS), International Business Administration
Central Michigan University
Bachelor of Science (BS), Business Administration-Community Development
Northwestern Michigan College
Associate of Arts (AA), Data Processing & Business
Northwestern Michigan College
Associate of Science (AS), Health Professional, Pre-Medical, Biology
Frank Gentile Frank Gentile's Morgan Stanley Experience March 2000 - April 2001
Job Information Technology Director at City of Danbury
Industry Information Technology and Services
Experience
City of Danbury April 2012 - Present
New Haven Public Schools July 2004 - April 2012
GE Information Technology Solutions December 2001 - June 2004
Morgan Stanley March 2000 - April 2001
GE Capital Corporate Treasury January 1998 - March 2000
Coopers & Lybrand April 1996 - January 1998
Nine West Group July 1993 - April 1996
Skills
Disaster Recovery, IT Management, IT Operations, Networking, Servers, Management, Technical Support, Information Technology, Data Center, Help Desk Support, Software Installation, Infrastructure, Network Administration, Active Directory, Virtualization, VoIP, Security, Leadership, Outsourcing, Analysis, ITIL, VMware, Network Security, Troubleshooting, System Administration, WAN, VPN, Microsoft Exchange, Citrix, System Deployment, IT Strategy, Firewalls, Blackberry Enterprise..., Cisco Technologies, Windows Server, Incident Management, Microsoft Technologies, DNS, Wireless Networking, Network Architecture, IT Service Management, Switches, DHCP, HP, VMware ESX, Group Policy, Routers, Computer Security, Information Security, Storage
Education
Central Connecticut State University 2006 — 2010
M.S., Technology Management, Lean, Six Sigma, 3.9 GPA
Sacred Heart University 1989 — 1993
B.S., Computer Science (Major), Business Administration (Minor)
City of Danbury April 2012 - Present
New Haven Public Schools July 2004 - April 2012
GE Information Technology Solutions December 2001 - June 2004
Morgan Stanley March 2000 - April 2001
GE Capital Corporate Treasury January 1998 - March 2000
Coopers & Lybrand April 1996 - January 1998
Nine West Group July 1993 - April 1996
Skills
Disaster Recovery, IT Management, IT Operations, Networking, Servers, Management, Technical Support, Information Technology, Data Center, Help Desk Support, Software Installation, Infrastructure, Network Administration, Active Directory, Virtualization, VoIP, Security, Leadership, Outsourcing, Analysis, ITIL, VMware, Network Security, Troubleshooting, System Administration, WAN, VPN, Microsoft Exchange, Citrix, System Deployment, IT Strategy, Firewalls, Blackberry Enterprise..., Cisco Technologies, Windows Server, Incident Management, Microsoft Technologies, DNS, Wireless Networking, Network Architecture, IT Service Management, Switches, DHCP, HP, VMware ESX, Group Policy, Routers, Computer Security, Information Security, Storage
Education
Central Connecticut State University 2006 — 2010
M.S., Technology Management, Lean, Six Sigma, 3.9 GPA
Sacred Heart University 1989 — 1993
B.S., Computer Science (Major), Business Administration (Minor)
Dusko Djukic Dusko Djukic's Morgan Stanley Experience November 2004 - January 2006
Job Vice President Interest Rate & Energy Derivatives at Key Bank
Industry Banking
Experience
Key Bank December 2009 - Present
KeyBank April 2008 - January 2010
KeyBanc Capital Markets September 2007 - March 2008
Key Bank NA July 2006 - August 2007
The Endowment Fund – Case Western Reserve University July 2005 - May 2006
Morgan Stanley November 2004 - January 2006
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Bloomberg, Financial Analysis, Corporate Finance, Fixed Income, Derivatives, Bloomberg Terminal, Finance, Mergers, Trading, Risk Management, Economics, Banking
Education
Case Western Reserve University 2002 — 2006
Bachelor's, Finance
Case Western Reserve University - Weatherhead School of Management 2002 — 2006
Bachelor of Science (BS), Finance, General
Key Bank December 2009 - Present
KeyBank April 2008 - January 2010
KeyBanc Capital Markets September 2007 - March 2008
Key Bank NA July 2006 - August 2007
The Endowment Fund – Case Western Reserve University July 2005 - May 2006
Morgan Stanley November 2004 - January 2006
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Bloomberg, Financial Analysis, Corporate Finance, Fixed Income, Derivatives, Bloomberg Terminal, Finance, Mergers, Trading, Risk Management, Economics, Banking
Education
Case Western Reserve University 2002 — 2006
Bachelor's, Finance
Case Western Reserve University - Weatherhead School of Management 2002 — 2006
Bachelor of Science (BS), Finance, General
Luca Csecsei Luca Csecsei's Morgan Stanley Experience August 2014 - Present
Job Financial Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Budapest Fovaros XIX. kerulet Kispest Onkormanyzata August 2013 - August 2013
Controll Holding Tanacsado Zrt July 2012 - September 2012
Club Tihany June 2009 - September 2009
Skills
English, Teamwork, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Accounting
Education
Cass Business School 2011 — 2014
Bachelor of Science (BSc), Management, First Class Honours
Morgan Stanley August 2014 - Present
Budapest Fovaros XIX. kerulet Kispest Onkormanyzata August 2013 - August 2013
Controll Holding Tanacsado Zrt July 2012 - September 2012
Club Tihany June 2009 - September 2009
Skills
English, Teamwork, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Accounting
Education
Cass Business School 2011 — 2014
Bachelor of Science (BSc), Management, First Class Honours
John Balcer John Balcer's Morgan Stanley Experience May 2001 - November 2002
Job Agent at Sagicor Life Insurance
Industry Insurance
Experience
Balcer Insurance Group April 2013 - Present
Humana March 2003 - April 2013
Morgan Stanley May 2001 - November 2002
Skills
Insurance, Health Insurance, Employee Benefits, Sales, Medicare, Investments, Small Business, Term Life Insurance, Marketing, Fixed Annuities, Long-term Care, Brokers, Critical Illness, Whole Life, Life Insurance, Customer Service, Part D prescription..., Medicare supplements, Medicare Advantage, Small Business Benefits, Public Speaking, Group Presentations
Education
West Shore Community College 1985 — 1987
Central Michigan University 1983 — 1985
Balcer Insurance Group April 2013 - Present
Humana March 2003 - April 2013
Morgan Stanley May 2001 - November 2002
Skills
Insurance, Health Insurance, Employee Benefits, Sales, Medicare, Investments, Small Business, Term Life Insurance, Marketing, Fixed Annuities, Long-term Care, Brokers, Critical Illness, Whole Life, Life Insurance, Customer Service, Part D prescription..., Medicare supplements, Medicare Advantage, Small Business Benefits, Public Speaking, Group Presentations
Education
West Shore Community College 1985 — 1987
Central Michigan University 1983 — 1985
Andrew Smart Andrew Smart's Morgan Stanley Experience May 2011 - August 2011
Job Software Engineer II at Microsoft
Industry Computer Software
Experience
Microsoft October 2014 - Present
Microsoft August 2013 - September 2014
Microsoft March 2012 - July 2013
McGill University September 2011 - December 2011
Morgan Stanley May 2011 - August 2011
McGill University January 2011 - April 2011
Morgan Stanley May 2010 - August 2010
Skills
C#, Software Development, Software Engineering, Testing, Software Design, Java, Agile Methodologies, Visual Studio, .NET
Education
McGill University 2008 — 2011
B.Sc., Honors Computer Science - Software Engineering
John Abbott College 2006 — 2008
DEC, Science
Microsoft October 2014 - Present
Microsoft August 2013 - September 2014
Microsoft March 2012 - July 2013
McGill University September 2011 - December 2011
Morgan Stanley May 2011 - August 2011
McGill University January 2011 - April 2011
Morgan Stanley May 2010 - August 2010
Skills
C#, Software Development, Software Engineering, Testing, Software Design, Java, Agile Methodologies, Visual Studio, .NET
Education
McGill University 2008 — 2011
B.Sc., Honors Computer Science - Software Engineering
John Abbott College 2006 — 2008
DEC, Science
Ranjit S Samra Ranjit S Samra's Morgan Stanley Experience January 2010 - May 2015
Job CIO, Managing Director Private Banking Americas at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse May 2015 - Present
Morgan Stanley January 2010 - May 2015
Morgan Stanley July 2008 - January 2010
Morgan Stanley January 2006 - June 2008
Morgan Stanley June 2005 - December 2005
Morgan Stanley September 2003 - May 2005
Morgan Stanley January 2000 - August 2003
Morgan Stanley November 1992 - December 1999
Electronic Data Systems July 1990 - October 1992
Skills
Program Management, Global Sourcing, Private Wealth..., Prime Brokerage, Performance Reporting, Global Custody, Private Equity, Real Estate Investment, Application Development, Product Management, Change Leadership, Cross-functional Team..., Organizational..., Technical Leadership, Wealth Management..., Business Intelligence, Start-ups, Integration, Software Development, Change Management, Outsourcing, Strategy, Portfolio Management, Management, IT Strategy, Business Analysis, Financial Services, Fixed Income, Equities, Wealth Management, Vendor Management
Education
Cass Business School 1995 — 1997
MBA, Management and Administration
City University London 1986 — 1990
BSc, Electrical & Electronic Engineering
Credit Suisse May 2015 - Present
Morgan Stanley January 2010 - May 2015
Morgan Stanley July 2008 - January 2010
Morgan Stanley January 2006 - June 2008
Morgan Stanley June 2005 - December 2005
Morgan Stanley September 2003 - May 2005
Morgan Stanley January 2000 - August 2003
Morgan Stanley November 1992 - December 1999
Electronic Data Systems July 1990 - October 1992
Skills
Program Management, Global Sourcing, Private Wealth..., Prime Brokerage, Performance Reporting, Global Custody, Private Equity, Real Estate Investment, Application Development, Product Management, Change Leadership, Cross-functional Team..., Organizational..., Technical Leadership, Wealth Management..., Business Intelligence, Start-ups, Integration, Software Development, Change Management, Outsourcing, Strategy, Portfolio Management, Management, IT Strategy, Business Analysis, Financial Services, Fixed Income, Equities, Wealth Management, Vendor Management
Education
Cass Business School 1995 — 1997
MBA, Management and Administration
City University London 1986 — 1990
BSc, Electrical & Electronic Engineering
Nate Petersen, CRPC® Nate Petersen, CRPC®'s Morgan Stanley Experience 2003 - 2012
Job Associate Manager | Financial Advisor at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Morgan Stanley 2003 - 2012
Merrill Lynch 2000 - 2003
Education
Case Western Reserve University
BS Management, Banking & Finance, Economics
Ameriprise Financial Services, Inc. January 2012 - Present
Morgan Stanley 2003 - 2012
Merrill Lynch 2000 - 2003
Education
Case Western Reserve University
BS Management, Banking & Finance, Economics
Patricia Capsey Patricia Capsey's Morgan Stanley Experience April 1998 - March 2007
Job Registered Client Associate/Registered Paraplanner at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2014 - Present
GTE Financial August 2010 - March 2014
ADP January 2009 - July 2010
Morgan Stanley April 1998 - March 2007
Skills
Fixed Annuities, 401k, PowerPoint, Microsoft Office, Outlook, College Education..., Life Insurance, Insurance, Time Management, Unit Investment Trusts, Traditional IRA, Financial Services, Retirement, Retirement Planning, Mutual Funds
Education
College for Financial Planning 2014 — 2014
Chartered Retirement Plan Counselor
College of Financial Planning 2011 — 2012
Registered Paraplanner
University of Guadalajara 1996 — 1997
Spanish, Spanish Language and Literature
Castleton State College 1993 — 1997
Bachelor of Arts (B.A.), Spanish Language and Literature
Wells Fargo Advisors, LLC April 2014 - Present
GTE Financial August 2010 - March 2014
ADP January 2009 - July 2010
Morgan Stanley April 1998 - March 2007
Skills
Fixed Annuities, 401k, PowerPoint, Microsoft Office, Outlook, College Education..., Life Insurance, Insurance, Time Management, Unit Investment Trusts, Traditional IRA, Financial Services, Retirement, Retirement Planning, Mutual Funds
Education
College for Financial Planning 2014 — 2014
Chartered Retirement Plan Counselor
College of Financial Planning 2011 — 2012
Registered Paraplanner
University of Guadalajara 1996 — 1997
Spanish, Spanish Language and Literature
Castleton State College 1993 — 1997
Bachelor of Arts (B.A.), Spanish Language and Literature
Guy Guyton Guy Guyton's Morgan Stanley Experience June 2015 - September 2015
Job Senior Associate Asset Management Advisory at PwC
Industry Financial Services
Experience
PwC September 2015 - Present
Morgan Stanley June 2015 - September 2015
Morgan Stanley June 2013 - June 2015
Central Connecticut State University September 2012 - May 2013
Waddell & Reed September 2012 - April 2013
Community Central September 2011 - September 2012
CIGNA May 2012 - August 2012
Skills
Finance, Public Speaking, Microsoft Excel, Social Media, Marketing, Financial Modeling, Networking, Strategic Planning, Delegation, Customer Service, Financial Analysis, Budgets, Mathematics, Marketing Strategy, Teaching, Presentations, Following Up, PowerPoint, Project Coordination, Strategic Financial..., Wealth Management, Business Analysis, Financial Services, Data Analysis
Education
Central Connecticut State University 2011 — 2013
Bachelor of Science (B.S.), Finance
Northwestern Connecticut State University 2008 — 2010
Associates, General Studies
PwC September 2015 - Present
Morgan Stanley June 2015 - September 2015
Morgan Stanley June 2013 - June 2015
Central Connecticut State University September 2012 - May 2013
Waddell & Reed September 2012 - April 2013
Community Central September 2011 - September 2012
CIGNA May 2012 - August 2012
Skills
Finance, Public Speaking, Microsoft Excel, Social Media, Marketing, Financial Modeling, Networking, Strategic Planning, Delegation, Customer Service, Financial Analysis, Budgets, Mathematics, Marketing Strategy, Teaching, Presentations, Following Up, PowerPoint, Project Coordination, Strategic Financial..., Wealth Management, Business Analysis, Financial Services, Data Analysis
Education
Central Connecticut State University 2011 — 2013
Bachelor of Science (B.S.), Finance
Northwestern Connecticut State University 2008 — 2010
Associates, General Studies
Emilia Csiffáry Emilia Csiffáry's Morgan Stanley Experience March 2012 - Present
Job Valuation analyst at Morgan Stanley
Industry
Experience
Morgan Stanley March 2012 - Present
The Central Bank of Hungary July 2011 - September 2011
IEHAS August 2009 - August 2010
Skills
Stata, Matlab, Eviews, Economics, Financial Modeling, Valuation, Econometrics, Economic Research
Education
Central European University 2010 — 2012
Master of Arts (M.A.), Economics
Rajk Laszlo College for Advanced Studies 2005 — 2010
Budapesti Corvinus Egyetem 2004 — 2010
M.A, Industrial Organization
Morgan Stanley March 2012 - Present
The Central Bank of Hungary July 2011 - September 2011
IEHAS August 2009 - August 2010
Skills
Stata, Matlab, Eviews, Economics, Financial Modeling, Valuation, Econometrics, Economic Research
Education
Central European University 2010 — 2012
Master of Arts (M.A.), Economics
Rajk Laszlo College for Advanced Studies 2005 — 2010
Budapesti Corvinus Egyetem 2004 — 2010
M.A, Industrial Organization
Kris Szumilas's Morgan Stanley Experience October 2011 - March 2013
Job Portfolio Governance PMO at Cigna
Industry Information Technology and Services
Experience
Cigna March 2014 - Present
Cigna March 2013 - March 2014
Morgan Stanley October 2011 - March 2013
UPS May 2000 - March 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, MS Project, Information Technology, Windows 7 Migration, Infrastructure..., Vendor Management, Team Building, Risk Management, Implementation..., Enterprise Architecture, System Administration, SharePoint, SDLC, Disaster Recovery, Business Process, IT Management, PMO, Visio, Training, Program Management, Project Portfolio..., Access, Integration, Analysis, ITIL, Process Improvement, Management, Customer Service, Change Management, Project Planning, IT Strategy, Leadership, Networking, Outsourcing, Business Process..., Business Analysis, Infrastructure, Software Documentation, PMP, Troubleshooting, IT Service Management, Software Project..., Resource Management, Governance, Business Intelligence, IT Operations, Microsoft Project
Education
Central Connecticut State University 2004 — 2007
Bachelors of Science, Management Information Systems
Cigna March 2014 - Present
Cigna March 2013 - March 2014
Morgan Stanley October 2011 - March 2013
UPS May 2000 - March 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, MS Project, Information Technology, Windows 7 Migration, Infrastructure..., Vendor Management, Team Building, Risk Management, Implementation..., Enterprise Architecture, System Administration, SharePoint, SDLC, Disaster Recovery, Business Process, IT Management, PMO, Visio, Training, Program Management, Project Portfolio..., Access, Integration, Analysis, ITIL, Process Improvement, Management, Customer Service, Change Management, Project Planning, IT Strategy, Leadership, Networking, Outsourcing, Business Process..., Business Analysis, Infrastructure, Software Documentation, PMP, Troubleshooting, IT Service Management, Software Project..., Resource Management, Governance, Business Intelligence, IT Operations, Microsoft Project
Education
Central Connecticut State University 2004 — 2007
Bachelors of Science, Management Information Systems
Johnny Wright Johnny Wright's Morgan Stanley Experience November 2014 - Present
Job Technology Training Specialist at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley November 2014 - Present
Morgan Stanley January 2014 - November 2014
Skills
Logical Thinker, Stata, Teamwork, Youth Mentoring, Data Analysis, Applied Mathematics, Economics, Microsoft Office, Teaching, Entrepreneurship, Strategic Thinking, Leadership, Team Building, Simplifying the Complex, Calculus, Portuguese, Interpersonal Skill, Communication Skills, Presentations, Patience, Minitab, Microsoft Excel, Writing
Education
Southern New Hampshire University 2014 — 2017
Master's Degree, Applied Economics
Case Western Reserve University 2008 — 2013
Bachelor of Arts (B.A.), Economics
Morgan Stanley November 2014 - Present
Morgan Stanley January 2014 - November 2014
Skills
Logical Thinker, Stata, Teamwork, Youth Mentoring, Data Analysis, Applied Mathematics, Economics, Microsoft Office, Teaching, Entrepreneurship, Strategic Thinking, Leadership, Team Building, Simplifying the Complex, Calculus, Portuguese, Interpersonal Skill, Communication Skills, Presentations, Patience, Minitab, Microsoft Excel, Writing
Education
Southern New Hampshire University 2014 — 2017
Master's Degree, Applied Economics
Case Western Reserve University 2008 — 2013
Bachelor of Arts (B.A.), Economics
Jonathan A. Cohen's Morgan Stanley Experience June 2012 - September 2012
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2013 - Present
Credit-Suisse October 2012 - November 2013
Morgan Stanley June 2012 - September 2012
Perella Weinberg Partners June 2011 - August 2011
Blue Heron Capital September 2010 - March 2011
UBS June 2010 - August 2010
Douglas Development September 2009 - January 2010
SAC Capital June 2009 - August 2009
Skills
Financial Modeling, Economics, Bloomberg, Financial Analysis, Leadership, Investment Banking, Market Research, Valuation, Analysis, Research, Investments, Emerging Markets, Management, Finance, Private Equity, Bloomberg Terminal, Corporate Finance, Fixed Income, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Due Diligence, LBO
Education
The George Washington University 2008 — 2012
Bachelors of Business Administration, Finance, Economics, Summa Cum Laude
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration, Finance, Economics, Summa Cum Laude
Cass Business School 2011 — 2011
Finance, Economics
YOF 2004 — 2008
Diploma, Economics
J.P. Morgan November 2013 - Present
Credit-Suisse October 2012 - November 2013
Morgan Stanley June 2012 - September 2012
Perella Weinberg Partners June 2011 - August 2011
Blue Heron Capital September 2010 - March 2011
UBS June 2010 - August 2010
Douglas Development September 2009 - January 2010
SAC Capital June 2009 - August 2009
Skills
Financial Modeling, Economics, Bloomberg, Financial Analysis, Leadership, Investment Banking, Market Research, Valuation, Analysis, Research, Investments, Emerging Markets, Management, Finance, Private Equity, Bloomberg Terminal, Corporate Finance, Fixed Income, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Due Diligence, LBO
Education
The George Washington University 2008 — 2012
Bachelors of Business Administration, Finance, Economics, Summa Cum Laude
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration, Finance, Economics, Summa Cum Laude
Cass Business School 2011 — 2011
Finance, Economics
YOF 2004 — 2008
Diploma, Economics
David Duffy David Duffy's Morgan Stanley Experience July 2008 - November 2008
Job VP / Mid Atlantic Regional Senior Mortgage Banking Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2012 - Present
PHH Mortgage / UBS Mortgage Banking April 2010 - November 2012
GMAC ResCap May 2009 - January 2010
Morgan Stanley July 2008 - November 2008
First Franklin a division of Merrill Lynch 2004 - 2008
Money-Line Mortgage Services Inc. February 1997 - August 2004
Lenders Associates Corp. 1994 - February 1997
Equity One 1992 - 1994
Skills
Mortgage Lending, Business Development, Accounting, Selling Skills, Microsoft Excel, Outlook, Refinance, Strategic Planning, Business Planning, Financial Analysis, Sales Process, Selling, Credit, Budgets, Mortgage Servicing, Underwriting, Marketing Strategy, Sales, Management, Credit Analysis, VA loans, Residential Mortgages, Real Estate Financing, Wealth Management, Sales Operations, Loan Servicing, Training, Loans, FHA financing, Loan Origination, Investments, Sales Management, Commercial Mortgages, Portfolio Management, Mortgage Banking, Certified Mortgage..., Loss Mitigation, Credit Risk, Banking, Government Loans, Finance, Mortgage Marketing, Consumer Lending, Construction Loans, Real Estate, FHA, Mortgage Underwriting, Commercial Lending, Reverse Mortgages, USDA
Education
Widener University 1986 — 1989
Political Science
Catawba College 1985 — 1985
Liberal Arts
Cherry Hill High School West 1981 — 1985
HS Diploma, General Studies
BNY Mellon November 2012 - Present
PHH Mortgage / UBS Mortgage Banking April 2010 - November 2012
GMAC ResCap May 2009 - January 2010
Morgan Stanley July 2008 - November 2008
First Franklin a division of Merrill Lynch 2004 - 2008
Money-Line Mortgage Services Inc. February 1997 - August 2004
Lenders Associates Corp. 1994 - February 1997
Equity One 1992 - 1994
Skills
Mortgage Lending, Business Development, Accounting, Selling Skills, Microsoft Excel, Outlook, Refinance, Strategic Planning, Business Planning, Financial Analysis, Sales Process, Selling, Credit, Budgets, Mortgage Servicing, Underwriting, Marketing Strategy, Sales, Management, Credit Analysis, VA loans, Residential Mortgages, Real Estate Financing, Wealth Management, Sales Operations, Loan Servicing, Training, Loans, FHA financing, Loan Origination, Investments, Sales Management, Commercial Mortgages, Portfolio Management, Mortgage Banking, Certified Mortgage..., Loss Mitigation, Credit Risk, Banking, Government Loans, Finance, Mortgage Marketing, Consumer Lending, Construction Loans, Real Estate, FHA, Mortgage Underwriting, Commercial Lending, Reverse Mortgages, USDA
Education
Widener University 1986 — 1989
Political Science
Catawba College 1985 — 1985
Liberal Arts
Cherry Hill High School West 1981 — 1985
HS Diploma, General Studies
Mark DiGangi's Morgan Stanley Experience March 1997 - March 2003
Job Vice President TD Private Client Wealth, LLC
Industry Financial Services
Experience
TD Private Client Wealth, LLC May 2011 - Present
KeyBank March 2003 - April 2011
Morgan Stanley March 1997 - March 2003
Skills
Commercial Banking, Credit Analysis, Credit, Portfolio Management, Banking, Investments, Financial Analysis, Risk Management, Commercial Lending, Wealth Management, Private Banking, Finance, Loans, Series 7, Mortgage Lending, Investment Advisory, Small Business Lending, Retail Banking, Asset Managment, Retirement Planning, Consumer Lending, High Net Worth..., Wealth, Asset Management
Education
Castleton University 1984 — 1986
BS, Business/Economics
Champlain College 1980 — 1982
Associates Degree, Business
TD Private Client Wealth, LLC May 2011 - Present
KeyBank March 2003 - April 2011
Morgan Stanley March 1997 - March 2003
Skills
Commercial Banking, Credit Analysis, Credit, Portfolio Management, Banking, Investments, Financial Analysis, Risk Management, Commercial Lending, Wealth Management, Private Banking, Finance, Loans, Series 7, Mortgage Lending, Investment Advisory, Small Business Lending, Retail Banking, Asset Managment, Retirement Planning, Consumer Lending, High Net Worth..., Wealth, Asset Management
Education
Castleton University 1984 — 1986
BS, Business/Economics
Champlain College 1980 — 1982
Associates Degree, Business
Mark Gulley Mark Gulley's Morgan Stanley Experience 1989 - 1999
Job Principal at Gulley & Associates LLC
Industry Chemicals
Experience
Gulley & Associates LLC November 2004 - Present
BGC Partners October 2012 - November 2014
Ticonderoga Securities LLC 2011 - 2012
Soleil Securities June 2005 - May 2011
Banc of America Securities 1999 - 2004
Morgan Stanley 1989 - 1999
Dean Witter Reynolds 1987 - 1989
Air Products and Chemicals 1974 - 1984
Skills
Financial Analysis, Series 7, Financial Modeling, Research, Equities, Valuation, Capital Markets, Equity Research, Excel, Alternative Investments, Bloomberg, Equity Valuation, Bloomberg Terminal, Finance, Fixed Income, Hedge Funds, Investment Banking, Investments, Microsoft Excel, Private Equity
Education
Lehigh University - College of Business and Economics 1976 — 1978
MBA, Finance
Case Western Reserve University 1967 — 1971
B.S., Chemical Engineering
Gulley & Associates LLC November 2004 - Present
BGC Partners October 2012 - November 2014
Ticonderoga Securities LLC 2011 - 2012
Soleil Securities June 2005 - May 2011
Banc of America Securities 1999 - 2004
Morgan Stanley 1989 - 1999
Dean Witter Reynolds 1987 - 1989
Air Products and Chemicals 1974 - 1984
Skills
Financial Analysis, Series 7, Financial Modeling, Research, Equities, Valuation, Capital Markets, Equity Research, Excel, Alternative Investments, Bloomberg, Equity Valuation, Bloomberg Terminal, Finance, Fixed Income, Hedge Funds, Investment Banking, Investments, Microsoft Excel, Private Equity
Education
Lehigh University - College of Business and Economics 1976 — 1978
MBA, Finance
Case Western Reserve University 1967 — 1971
B.S., Chemical Engineering
Brian Albin Brian Albin's Morgan Stanley Experience July 2006 - May 2008
Job Document and Records Management Technology Company at Neuberger Berman
Industry Information Technology and Services
Experience
Neuberger Berman October 2009 - Present
Paragon Consulting Group September 2008 - October 2008
Morgan Stanley July 2006 - May 2008
Morgan Stanley January 2000 - July 2006
Morgan Stanley January 1995 - January 2000
Morgan Stanley December 1986 - January 1995
The Bond Buyer 1981 - 1986
Skills
Policy, Business Continuity..., Security, IT Strategy, Disaster Recovery, Document Management, Integration, Software Documentation, Training, Project Management, Leadership, Data Center, Business Continuity, Risk Management, System Administration, Business Analysis, Strategy, Process Improvement, Management, Governance, Enterprise Software, Information Technology, IT Management, Vendor Management, Infrastructure, SDLC
Education
Columbia University in the City of New York 1994 — 1995
Certificate, Unix System Administration
Fordham University 1981 — 1984
Bachelor of Science, Information Decision Sciences and Management Accounting
Central Connecticut State University 1979 — 1980
Liberal Arts
Joel Barlow High School 1975 — 1979
Neuberger Berman October 2009 - Present
Paragon Consulting Group September 2008 - October 2008
Morgan Stanley July 2006 - May 2008
Morgan Stanley January 2000 - July 2006
Morgan Stanley January 1995 - January 2000
Morgan Stanley December 1986 - January 1995
The Bond Buyer 1981 - 1986
Skills
Policy, Business Continuity..., Security, IT Strategy, Disaster Recovery, Document Management, Integration, Software Documentation, Training, Project Management, Leadership, Data Center, Business Continuity, Risk Management, System Administration, Business Analysis, Strategy, Process Improvement, Management, Governance, Enterprise Software, Information Technology, IT Management, Vendor Management, Infrastructure, SDLC
Education
Columbia University in the City of New York 1994 — 1995
Certificate, Unix System Administration
Fordham University 1981 — 1984
Bachelor of Science, Information Decision Sciences and Management Accounting
Central Connecticut State University 1979 — 1980
Liberal Arts
Joel Barlow High School 1975 — 1979
Carson Dahlberg, CMT's Morgan Stanley Experience June 2001 - July 2002
Job Portfolio Manager, CoFounder Northington Dahlberg Research, MTA Exec Board, VolatilityBased QuantDriven Systems
Industry Financial Services
Experience
Market Technicians Association, Inc. 2009 - Present
Northington Dahlberg Research, LLC July 2011 - December 2014
Schaeffer's Investment Research February 2010 - July 2011
Wachovia July 2002 - September 2009
Morgan Stanley June 2001 - July 2002
Private Sponsorship July 1998 - January 2000
Skills
Trading, Technical Analysis, Options, Financial Markets, Hedge Funds, Equities, Bloomberg, Risk Management, Investments, Portfolio Management, Commodity, Quantitative Analytics, Volatility, Derivatives, Trading Systems, Trading Strategies, Equity Trading, Public Speaking, FX Options, Hedging, FX trading, Wealth Management, Currency, Bonds, Investment Strategies, Quantitative Research, Equity Derivatives
Education
University of Cincinnati 1993 — 1998
Bachelor’s Degree, Chemistry
Central Piedmont Community College 2014 — 2014
REACH IT Scholarship Winner, Business Intelligence and Data Analysis
Market Technicians Association 2006 — 2007
CMT
Market Technicians Association, Inc. 2009 - Present
Northington Dahlberg Research, LLC July 2011 - December 2014
Schaeffer's Investment Research February 2010 - July 2011
Wachovia July 2002 - September 2009
Morgan Stanley June 2001 - July 2002
Private Sponsorship July 1998 - January 2000
Skills
Trading, Technical Analysis, Options, Financial Markets, Hedge Funds, Equities, Bloomberg, Risk Management, Investments, Portfolio Management, Commodity, Quantitative Analytics, Volatility, Derivatives, Trading Systems, Trading Strategies, Equity Trading, Public Speaking, FX Options, Hedging, FX trading, Wealth Management, Currency, Bonds, Investment Strategies, Quantitative Research, Equity Derivatives
Education
University of Cincinnati 1993 — 1998
Bachelor’s Degree, Chemistry
Central Piedmont Community College 2014 — 2014
REACH IT Scholarship Winner, Business Intelligence and Data Analysis
Market Technicians Association 2006 — 2007
CMT
Francesco ronsisvalle Francesco ronsisvalle's Morgan Stanley Experience January 2010 - July 2013
Job
Industry Maritime
Experience
Safe Bulkers Inc. February 2014 - March 2015
Morgan Stanley January 2010 - July 2013
Rio Tinto February 2006 - November 2009
CTM July 2004 - February 2006
Navigestion SAM February 2003 - July 2004
Skills
Commodity, Trading, Maritime, Freight, Shipping, Risk Management, Hedging, Derivatives, International Trade, Coal, Commodity Markets, Transportation, Ports, Energy, Valuation, Negotiation, International Shipping, Options, Swaps, Logistics, Maritime Operations, Contract Negotiation, Ships, International Logistics, Ocean, International Business
Education
Cass Business School 2001 — 2002
Master of Science (MSc), Maritime Studies
University of East London 1997 — 2001
Bachelor of Arts (BA), Economics, 2:1
Safe Bulkers Inc. February 2014 - March 2015
Morgan Stanley January 2010 - July 2013
Rio Tinto February 2006 - November 2009
CTM July 2004 - February 2006
Navigestion SAM February 2003 - July 2004
Skills
Commodity, Trading, Maritime, Freight, Shipping, Risk Management, Hedging, Derivatives, International Trade, Coal, Commodity Markets, Transportation, Ports, Energy, Valuation, Negotiation, International Shipping, Options, Swaps, Logistics, Maritime Operations, Contract Negotiation, Ships, International Logistics, Ocean, International Business
Education
Cass Business School 2001 — 2002
Master of Science (MSc), Maritime Studies
University of East London 1997 — 2001
Bachelor of Arts (BA), Economics, 2:1
Robert Evely Robert Evely's Morgan Stanley Experience August 2007 - April 2010
Job Senior Financial Advisor Specializing in 401(k) and Business Consulting
Industry Financial Services
Experience
Wells Fargo Advisors April 2010 - Present
Morgan Stanley August 2007 - April 2010
Edward Jones August 2004 - January 2007
US Army February 1982 - February 1994
Skills
Financial Services, Financial Advisory, Analysis, Wealth Management, Finance, Series 63, Series 7, Series 10, Series 65, Series 66, 401k, Defined Benefit, Defined Contribution, Deferred Compensation, Life Insurance, Long Term Care Insurance, Buy-sell Agreements
Education
Central Michigan University 1991 — 1993
Masters of Science - Administration
Western Illinois University 1983 — 1986
Bachelor of Business - Operations Management
Wells Fargo Advisors April 2010 - Present
Morgan Stanley August 2007 - April 2010
Edward Jones August 2004 - January 2007
US Army February 1982 - February 1994
Skills
Financial Services, Financial Advisory, Analysis, Wealth Management, Finance, Series 63, Series 7, Series 10, Series 65, Series 66, 401k, Defined Benefit, Defined Contribution, Deferred Compensation, Life Insurance, Long Term Care Insurance, Buy-sell Agreements
Education
Central Michigan University 1991 — 1993
Masters of Science - Administration
Western Illinois University 1983 — 1986
Bachelor of Business - Operations Management
Darrius Turley's Morgan Stanley Experience June 2012 - Present
Job operations specialist at Morgan Stanley
Industry Financial Services
Experience
Hilton Worldwide August 2013 - Present
Morgan Stanley June 2012 - Present
Skills
Securities, Equities, Fixed Income, Series 7, Bloomberg, Financial Services, Investments, Risk Management, Asset Management, Portfolio Management, Banking, Capital Markets, Trading, Finance, Relationship Management
Education
Central State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Political Science and Government
J.W Sexton High School
Hilton Worldwide August 2013 - Present
Morgan Stanley June 2012 - Present
Skills
Securities, Equities, Fixed Income, Series 7, Bloomberg, Financial Services, Investments, Risk Management, Asset Management, Portfolio Management, Banking, Capital Markets, Trading, Finance, Relationship Management
Education
Central State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Political Science and Government
J.W Sexton High School
Jonas Halonen Jonas Halonen's Morgan Stanley Experience May 1998 - May 2001
Job Sales Consultant at BeaverVisitec International
Industry Medical Devices
Experience
Beaver Visitec International February 2014 - Present
Enterix Inc., a Quest Diagnostics company November 2010 - August 2013
Bayer Diabetes Care August 2009 - November 2010
Allergan September 2004 - February 2009
Aventis 2001 - 2004
Morgan Stanley May 1998 - May 2001
Skills
Medical Devices, Product Launch, Cross-functional Team..., Sales Management, New Business Development, Leadership, Injectable, Sales, Forecasting, Sales Process, Selling, Healthcare, Strategic Planning, Hospitals, Selling Skills, Marketing, Oncology, Training, Market Development, OB/GYN, Strategic Sales Plan..., Key Account Penetration, Buy and Bill Processes, Field Level Management, Diabetes, Pharmaceutical Industry, Product Marketing, Management
Education
Central Michigan University 1988 — 1993
Bachelor of Science in Business Administration, Finance
Walsh College of Accountancy and Business Administration
Master of Business Administration (MBA), 3.8
Beaver Visitec International February 2014 - Present
Enterix Inc., a Quest Diagnostics company November 2010 - August 2013
Bayer Diabetes Care August 2009 - November 2010
Allergan September 2004 - February 2009
Aventis 2001 - 2004
Morgan Stanley May 1998 - May 2001
Skills
Medical Devices, Product Launch, Cross-functional Team..., Sales Management, New Business Development, Leadership, Injectable, Sales, Forecasting, Sales Process, Selling, Healthcare, Strategic Planning, Hospitals, Selling Skills, Marketing, Oncology, Training, Market Development, OB/GYN, Strategic Sales Plan..., Key Account Penetration, Buy and Bill Processes, Field Level Management, Diabetes, Pharmaceutical Industry, Product Marketing, Management
Education
Central Michigan University 1988 — 1993
Bachelor of Science in Business Administration, Finance
Walsh College of Accountancy and Business Administration
Master of Business Administration (MBA), 3.8
Ali Agboatwalla Ali Agboatwalla's Morgan Stanley Experience April 2000 - April 2009
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2012 - Present
RBC Capital Markets April 2011 - March 2012
LaBranche Structured Products April 2009 - August 2010
Morgan Stanley April 2000 - April 2009
Education
The University of Chicago 1998 — 2000
MBA, Economics and Analytical Finance
Case Western Reserve University 1991 — 1995
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Bank of America Merrill Lynch March 2012 - Present
RBC Capital Markets April 2011 - March 2012
LaBranche Structured Products April 2009 - August 2010
Morgan Stanley April 2000 - April 2009
Education
The University of Chicago 1998 — 2000
MBA, Economics and Analytical Finance
Case Western Reserve University 1991 — 1995
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Lina Diaz's Morgan Stanley Experience April 2006 - September 2007
Job Fixed Income Performance Supervisor
Industry Financial Services
Experience
M&G September 2013 - June 2015
M&G March 2011 - September 2013
BlackRock November 2010 - March 2011
RBS Markets and International Banking March 2010 - September 2010
FTSE October 2008 - March 2010
Financial Reporting Council July 2008 - September 2008
Morgan Stanley April 2006 - September 2007
Argus Vickers Equity Research February 2004 - April 2006
Skills
Fixed Income Attribution, Fixed Income
Education
Cass Business School 2007 — 2008
MSc (Distinction), Accounting and Finance
Universidad de Los Andes 1998 — 2003
BSc (First Class Honours), Economics
M&G September 2013 - June 2015
M&G March 2011 - September 2013
BlackRock November 2010 - March 2011
RBS Markets and International Banking March 2010 - September 2010
FTSE October 2008 - March 2010
Financial Reporting Council July 2008 - September 2008
Morgan Stanley April 2006 - September 2007
Argus Vickers Equity Research February 2004 - April 2006
Skills
Fixed Income Attribution, Fixed Income
Education
Cass Business School 2007 — 2008
MSc (Distinction), Accounting and Finance
Universidad de Los Andes 1998 — 2003
BSc (First Class Honours), Economics
Andrea Swykowski, PMP's Morgan Stanley Experience January 2005 - November 2008
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi April 2011 - Present
Broadridge April 2009 - April 2011
Morgan Stanley January 2005 - November 2008
UBS Wealth Management October 2002 - December 2004
Deutsche Bank 2000 - 2002
Merrill Lynch, Inc. 1997 - 1998
Deustche Bank 1996 - 1997
Merrill Lynch 1987 - 1996
Skills
Business Process..., Project Management, PMP, Six Sigma, CRM, Strategic Planning, Strategy, Management, Business Intelligence, IT Strategy, PMO, Financial Services, Business Analysis, Fixed Income, Risk Management, Vendor Management
Education
Villanova University 2009 — 2011
Cedar Crest College 1983 — 1987
BS
Citi April 2011 - Present
Broadridge April 2009 - April 2011
Morgan Stanley January 2005 - November 2008
UBS Wealth Management October 2002 - December 2004
Deutsche Bank 2000 - 2002
Merrill Lynch, Inc. 1997 - 1998
Deustche Bank 1996 - 1997
Merrill Lynch 1987 - 1996
Skills
Business Process..., Project Management, PMP, Six Sigma, CRM, Strategic Planning, Strategy, Management, Business Intelligence, IT Strategy, PMO, Financial Services, Business Analysis, Fixed Income, Risk Management, Vendor Management
Education
Villanova University 2009 — 2011
Cedar Crest College 1983 — 1987
BS
Kevin Feller Kevin Feller's Morgan Stanley Experience 2005 - 2006
Job Client Technical Specialist, IBM FlashSystem
Industry Information Technology and Services
Experience
IBM January 2014 - Present
EMC July 2010 - November 2013
PayChoice June 2009 - July 2010
Ceridian Corporation January 2007 - June 2009
T-Mobile 2006 - 2007
Morgan Stanley 2005 - 2006
The CIT Group 2001 - 2005
Ceridian 1999 - 2001
Skills
VMware Infrastructure, Technology Management, SharePoint, VMware, Software Development, SAN, SOA, Servers, Information Technology, Data Center, Storage Area Networks, NAS, Windows Server, Cloud Computing, Storage, Virtualization, Microsoft SQL Server, Linux, Windows, Disaster Recovery, Business Continuity, Sales Engineering, Technical Management, SQL Server, Memory Systems
Education
Centenary College 2007 — 2008
BSBA, Business Administration
Union County College 1994 — 1996
AAS, Computer Science
IBM January 2014 - Present
EMC July 2010 - November 2013
PayChoice June 2009 - July 2010
Ceridian Corporation January 2007 - June 2009
T-Mobile 2006 - 2007
Morgan Stanley 2005 - 2006
The CIT Group 2001 - 2005
Ceridian 1999 - 2001
Skills
VMware Infrastructure, Technology Management, SharePoint, VMware, Software Development, SAN, SOA, Servers, Information Technology, Data Center, Storage Area Networks, NAS, Windows Server, Cloud Computing, Storage, Virtualization, Microsoft SQL Server, Linux, Windows, Disaster Recovery, Business Continuity, Sales Engineering, Technical Management, SQL Server, Memory Systems
Education
Centenary College 2007 — 2008
BSBA, Business Administration
Union County College 1994 — 1996
AAS, Computer Science
Chad Huson Chad Huson's Morgan Stanley Experience 1994 - 2001
Job Business Development Expert, Marketing & Sales Professional
Industry Financial Services
Experience
Alpha Solutions 2012 - 2014
Essex National Securities, LLC 2007 - 2012
CUNA Mutual Group 2001 - 2006
Morgan Stanley 1994 - 2001
Financial Services of America 1991 - 1993
Skills
Sales Management, Investments, New Business Development, Account Management, Sales Process, Marketing, Strategic Planning, Management, Sales, Business Development, Leadership, Negotiation, Customer Service, Marketing Strategy, Strategy, Business Strategy, Finance, Fixed Annuities, Insurance, Business Planning, Retirement Planning, Wealth Management, Financial Services, Retirement, Life Insurance
Education
Central Michigan University 1986 — 1991
B.S., Economics / Marketing
Grand Ledge
Alpha Solutions 2012 - 2014
Essex National Securities, LLC 2007 - 2012
CUNA Mutual Group 2001 - 2006
Morgan Stanley 1994 - 2001
Financial Services of America 1991 - 1993
Skills
Sales Management, Investments, New Business Development, Account Management, Sales Process, Marketing, Strategic Planning, Management, Sales, Business Development, Leadership, Negotiation, Customer Service, Marketing Strategy, Strategy, Business Strategy, Finance, Fixed Annuities, Insurance, Business Planning, Retirement Planning, Wealth Management, Financial Services, Retirement, Life Insurance
Education
Central Michigan University 1986 — 1991
B.S., Economics / Marketing
Grand Ledge
Amy Para's Morgan Stanley Experience 2005 - 2008
Job Global TechnologyVice President at JPMorgan Chase & Co.
Industry Professional Training & Coaching
Experience
JPMorgan Chase & Co. January 2015 - Present
Business Health Services Starseed Yoga and Wellness 2009 - December 2014
Right Management February 2009 - May 2010
Morgan Stanley 2005 - 2008
Morgan Stanley 2003 - 2005
Morgan Stanley 2000 - 2003
Morgan Stanley 1999 - 2001
Morgan Stanley 1998 - 1999
Morgan Stanley 1996 - 1997
Computron Software 1995 - 1996
Skills
Project Management, Training, Training Delivery, Training Needs Analysis, Technology Needs..., Interactive Learning, Train the Trainer, Learning Management, Rapid Prototyping, Strategy, Workshop Facilitation, Product Management, Change Management, Product Knowledge, Software Documentation, Cross Cultural..., Strategic Planning, Knowledge Management, Program Management, Organizational..., Organizational..., Management, Coaching, Career Development, Leadership Development, Personal Branding, Executive Coaching, Personal Development, Resume Writing, Career Counseling, Recruiting, Job Coaching, Yoga, Leadership
Education
Cedar Crest College
Bachelor of Science (B.S.), Accounting
JPMorgan Chase & Co. January 2015 - Present
Business Health Services Starseed Yoga and Wellness 2009 - December 2014
Right Management February 2009 - May 2010
Morgan Stanley 2005 - 2008
Morgan Stanley 2003 - 2005
Morgan Stanley 2000 - 2003
Morgan Stanley 1999 - 2001
Morgan Stanley 1998 - 1999
Morgan Stanley 1996 - 1997
Computron Software 1995 - 1996
Skills
Project Management, Training, Training Delivery, Training Needs Analysis, Technology Needs..., Interactive Learning, Train the Trainer, Learning Management, Rapid Prototyping, Strategy, Workshop Facilitation, Product Management, Change Management, Product Knowledge, Software Documentation, Cross Cultural..., Strategic Planning, Knowledge Management, Program Management, Organizational..., Organizational..., Management, Coaching, Career Development, Leadership Development, Personal Branding, Executive Coaching, Personal Development, Resume Writing, Career Counseling, Recruiting, Job Coaching, Yoga, Leadership
Education
Cedar Crest College
Bachelor of Science (B.S.), Accounting
Gaetano Eosso Gaetano Eosso's Morgan Stanley Experience 2003 - 2004
Job Sr. Defined Benefit Analyst at Xerox
Industry Information Technology and Services
Experience
Xerox March 2008 - Present
Pfizer 2004 - February 2008
Morgan Stanley 2003 - 2004
Skills
Employee Benefits, Payroll, Insurance, Analysis, Pensions, Mortgage Lending, Defined Benefit, Testing, Process Improvement, Account Management, Management, Recruiting, Customer Service, Training
Education
Centenary College 1997 — 2000
Bachelor of Science (B.S.), Business Management and Marketing
Xerox March 2008 - Present
Pfizer 2004 - February 2008
Morgan Stanley 2003 - 2004
Skills
Employee Benefits, Payroll, Insurance, Analysis, Pensions, Mortgage Lending, Defined Benefit, Testing, Process Improvement, Account Management, Management, Recruiting, Customer Service, Training
Education
Centenary College 1997 — 2000
Bachelor of Science (B.S.), Business Management and Marketing
Susan Mohi Susan Mohi's Morgan Stanley Experience 1984 - 1994
Job Director of Development at St. Hilda's & St. Hugh's
Industry Fund-Raising
Experience
St. Hilda's & St. Hugh's July 2007 - Present
Bank of America 1997 - 2003
Merrill Lynch 1994 - 1997
Morgan Stanley 1984 - 1994
GE 1978 - 1984
Skills
Annual Giving, Annual Fund, Prospect Research, Grant Writing, Stewardship, Event Planning, Event Management, Campaigns, Campaign Management, Donor Management, Board Relations, Strategic Communications, Planned Giving, Board Development, Fundraising, Admissions, Donor Recognition, Non-profit..., Direct Mail, Grants, Donor Engagement, Raiser's Edge, Capital Campaigns, Fundraisers, Program Development, Foundations, Newsletters, Non-profit Board..., Donor Research, Sponsorship, Major Gift Development, Organizational..., Editing, Strategic Planning, IT Strategy, Project Management, Major Gift Solicitations, Major Gift Cultivation
Education
Central Connecticut State University 1974 — 1977
Bachelor of Science (BS), Business Administration/Marketing
St. Hilda's & St. Hugh's July 2007 - Present
Bank of America 1997 - 2003
Merrill Lynch 1994 - 1997
Morgan Stanley 1984 - 1994
GE 1978 - 1984
Skills
Annual Giving, Annual Fund, Prospect Research, Grant Writing, Stewardship, Event Planning, Event Management, Campaigns, Campaign Management, Donor Management, Board Relations, Strategic Communications, Planned Giving, Board Development, Fundraising, Admissions, Donor Recognition, Non-profit..., Direct Mail, Grants, Donor Engagement, Raiser's Edge, Capital Campaigns, Fundraisers, Program Development, Foundations, Newsletters, Non-profit Board..., Donor Research, Sponsorship, Major Gift Development, Organizational..., Editing, Strategic Planning, IT Strategy, Project Management, Major Gift Solicitations, Major Gift Cultivation
Education
Central Connecticut State University 1974 — 1977
Bachelor of Science (BS), Business Administration/Marketing
Thomas Tunnington, MBA Thomas Tunnington, MBA's Morgan Stanley Experience June 2001 - December 2002
Job Advertising and Branding Professional
Industry Luxury Goods & Jewelry
Experience
SEEKING NEXT OPPORTUNITY February 2013 - Present
Cigarplace.Biz January 2014 - Present
MC Management / JR Cigar May 2003 - January 2013
Morgan Stanley June 2001 - December 2002
Skills
Marketing, Marketing Strategy, Advertising, Marketing Communications, Financial Analysis, Managerial Finance, Finance, Investments, Social Media, Retail Branding, Photography, Adobe Creative Suite, PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, InDesign, Time Management, Editing, Copy Editing, Writing, Luxury Goods, Consumer Products, CPG Industry, Customer Service, Email Marketing, Leadership, Social Media Marketing, Retail, Analytics, Google Analytics, Management, Training, Brand Development, Public Relations, Online Marketing, Digital Marketing, Graphic Design, Product Development, Sales, Copywriting, SEO, Brand Management, E-commerce, Blogging, Content Development
Education
Centenary College 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration
York College of Pennsylvania 1997 — 2001
Bachelor of Science (B.S.), Business Administration
Christian Brothers Academy 1993 — 1997
SEEKING NEXT OPPORTUNITY February 2013 - Present
Cigarplace.Biz January 2014 - Present
MC Management / JR Cigar May 2003 - January 2013
Morgan Stanley June 2001 - December 2002
Skills
Marketing, Marketing Strategy, Advertising, Marketing Communications, Financial Analysis, Managerial Finance, Finance, Investments, Social Media, Retail Branding, Photography, Adobe Creative Suite, PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, InDesign, Time Management, Editing, Copy Editing, Writing, Luxury Goods, Consumer Products, CPG Industry, Customer Service, Email Marketing, Leadership, Social Media Marketing, Retail, Analytics, Google Analytics, Management, Training, Brand Development, Public Relations, Online Marketing, Digital Marketing, Graphic Design, Product Development, Sales, Copywriting, SEO, Brand Management, E-commerce, Blogging, Content Development
Education
Centenary College 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration
York College of Pennsylvania 1997 — 2001
Bachelor of Science (B.S.), Business Administration
Christian Brothers Academy 1993 — 1997
Robert Traill Robert Traill's Morgan Stanley Experience September 2001 - February 2003
Job AVP Small Business Banker II at Capital One
Industry Banking
Experience
Capital One June 2015 - Present
Citibank, N.A. February 2013 - October 2014
Citibank January 2011 - February 2013
JPMorgan Chase June 2004 - March 2010
JPMorgan Chase February 2003 - June 2004
Morgan Stanley September 2001 - February 2003
Westrock Advisors, Inc February 2001 - September 2001
Global Capital (formerly J.B. Sutton Group, LLC) September 1998 - February 2001
Skills
Loans, Budgets, Leadership, Financial Services, Finance, Strategic Financial..., Management, Cross Selling, Customer Service, Mutual Funds, Financial Risk, Sales, Banking, Insurance, Credit, Credit Analysis, Retail Banking, Relationship Management, Portfolio Management, Small Business Lending, Consumer Lending, Commercial Banking, Mortgage Lending, Investments
Education
Cazenovia College
Queensborough Community College
Capital One June 2015 - Present
Citibank, N.A. February 2013 - October 2014
Citibank January 2011 - February 2013
JPMorgan Chase June 2004 - March 2010
JPMorgan Chase February 2003 - June 2004
Morgan Stanley September 2001 - February 2003
Westrock Advisors, Inc February 2001 - September 2001
Global Capital (formerly J.B. Sutton Group, LLC) September 1998 - February 2001
Skills
Loans, Budgets, Leadership, Financial Services, Finance, Strategic Financial..., Management, Cross Selling, Customer Service, Mutual Funds, Financial Risk, Sales, Banking, Insurance, Credit, Credit Analysis, Retail Banking, Relationship Management, Portfolio Management, Small Business Lending, Consumer Lending, Commercial Banking, Mortgage Lending, Investments
Education
Cazenovia College
Queensborough Community College
Joe Westendorf Joe Westendorf's Morgan Stanley Experience January 2003 - April 2005
Job Regional External Wholesaler at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial November 2012 - Present
AXA Advisors June 2012 - November 2012
Franklin Templeton Investments October 2008 - October 2011
Franklin Templeton Investments April 2005 - September 2008
Morgan Stanley January 2003 - April 2005
Morgan Stanley January 1999 - January 2003
Morgan Stanley January 1998 - January 1999
Perfection Services, Louisville 1994 - 1996
Skills
Wealth Management, Financial Analysis, Performance Management, Coaching, Needs Analysis, Retirement Planning, Portfolio Management, Separately Managed..., Series 24, Banking, Finance, Financial Services, Management, Sales
Education
University of Miami - School of Business 2004 — 2006
MBA, Management
Catawba College 1991 — 1995
BA, Finance and Small Business Organization
Manatee High
Great-West Financial November 2012 - Present
AXA Advisors June 2012 - November 2012
Franklin Templeton Investments October 2008 - October 2011
Franklin Templeton Investments April 2005 - September 2008
Morgan Stanley January 2003 - April 2005
Morgan Stanley January 1999 - January 2003
Morgan Stanley January 1998 - January 1999
Perfection Services, Louisville 1994 - 1996
Skills
Wealth Management, Financial Analysis, Performance Management, Coaching, Needs Analysis, Retirement Planning, Portfolio Management, Separately Managed..., Series 24, Banking, Finance, Financial Services, Management, Sales
Education
University of Miami - School of Business 2004 — 2006
MBA, Management
Catawba College 1991 — 1995
BA, Finance and Small Business Organization
Manatee High
Brian Harwood, PHR's Morgan Stanley Experience 2000 - 2000
Job Senior Manager of Talent Acquisition at Shutterstock
Industry Internet
Experience
Shutterstock January 2013 - Present
Wireless Generation 2010 - December 2012
ECS, Inc 2008 - 2010
CBS Interactive August 2006 - March 2008
ECS, Inc 2002 - 2006
CBS Sportsline.com 2000 - 2001
Morgan Stanley 2000 - 2000
Kforce February 1996 - November 1999
Skills
Technical Recruiting, Sourcing, IT Sourcing, Interviews, Applicant Tracking..., Vendor Management, Internet Recruiting, Recruiting, Corporate Recruiting, Offers, Management, Talent Acquisition, Performance Metrics, HR Metrics, Ad Hoc Reporting, Training, Strategic Sourcing, Policy Analysis, Procedure Development, Job Descriptions, Immigration Issues, Taleo, Sonic, icims, Microsoft Excel, Microsoft Word, Department Budgeting, Database Admin, Quality Assurance, Mobile Applications, Screening, Benefits Negotiation, Hiring, Performance Management, Temporary Placement, Employee Benefits, iCIMS, CRM, User Experience, SDLC, Agile Methodologies, Networking
Education
Central Connecticut State University
BS, Business Administration
Florida Southern College
Shutterstock January 2013 - Present
Wireless Generation 2010 - December 2012
ECS, Inc 2008 - 2010
CBS Interactive August 2006 - March 2008
ECS, Inc 2002 - 2006
CBS Sportsline.com 2000 - 2001
Morgan Stanley 2000 - 2000
Kforce February 1996 - November 1999
Skills
Technical Recruiting, Sourcing, IT Sourcing, Interviews, Applicant Tracking..., Vendor Management, Internet Recruiting, Recruiting, Corporate Recruiting, Offers, Management, Talent Acquisition, Performance Metrics, HR Metrics, Ad Hoc Reporting, Training, Strategic Sourcing, Policy Analysis, Procedure Development, Job Descriptions, Immigration Issues, Taleo, Sonic, icims, Microsoft Excel, Microsoft Word, Department Budgeting, Database Admin, Quality Assurance, Mobile Applications, Screening, Benefits Negotiation, Hiring, Performance Management, Temporary Placement, Employee Benefits, iCIMS, CRM, User Experience, SDLC, Agile Methodologies, Networking
Education
Central Connecticut State University
BS, Business Administration
Florida Southern College
Bonnie Allen Bonnie Allen's Morgan Stanley Experience June 2004 - December 2007
Job Executive Assistant
Industry Financial Services
Experience
Goldman Sachs January 2010 - Present
Ernst & Young 2007 - 2010
Morgan Stanley June 2004 - December 2007
Skills
Management, Event Planning, Analysis, Microsoft Excel, Finance, Customer Service, Leadership, Microsoft Office, Budgets, PowerPoint, Outlook, Research, Financial Analysis, PeopleSoft, Access, Office Management, Microsoft Word, Corporate Events, Lotus Notes, Administrative..., Project Management
Education
University of Phoenix 2004 — 2006
MBA, Business Admin
Centenary College 2001 — 2002
BS, Business Admin
Kean University 1982 — 1985
not appl, Business Admin
Goldman Sachs January 2010 - Present
Ernst & Young 2007 - 2010
Morgan Stanley June 2004 - December 2007
Skills
Management, Event Planning, Analysis, Microsoft Excel, Finance, Customer Service, Leadership, Microsoft Office, Budgets, PowerPoint, Outlook, Research, Financial Analysis, PeopleSoft, Access, Office Management, Microsoft Word, Corporate Events, Lotus Notes, Administrative..., Project Management
Education
University of Phoenix 2004 — 2006
MBA, Business Admin
Centenary College 2001 — 2002
BS, Business Admin
Kean University 1982 — 1985
not appl, Business Admin
Oksana Doncila Oksana Doncila's Morgan Stanley Experience 2007 - 2009
Job Director, Operations at Curian Capital
Industry Financial Services
Experience
Curian Capital 2012 - Present
Charles Schwab 2009 - 2012
Morgan Stanley 2007 - 2009
US Trust, Bank of America Private Bank 2003 - 2007
Banc of America Investment Svc, Inc. 1998 - 2003
Skills
Series 7, Investments, Financial Planning, Asset Allocation, Wealth Management, Asset Managment, Financial Analysis, Financial Services, Strategic Financial..., Equities, Investment Management, Portfolio Management, Securities, Mutual Funds, Management, Bloomberg, Fixed Income, Asset Management
Education
Central European University 1996 — 1997
Master of Arts, International Relations and European Studies
1991 — 1996
BA in Linguistics, The English and German Languages
Curian Capital 2012 - Present
Charles Schwab 2009 - 2012
Morgan Stanley 2007 - 2009
US Trust, Bank of America Private Bank 2003 - 2007
Banc of America Investment Svc, Inc. 1998 - 2003
Skills
Series 7, Investments, Financial Planning, Asset Allocation, Wealth Management, Asset Managment, Financial Analysis, Financial Services, Strategic Financial..., Equities, Investment Management, Portfolio Management, Securities, Mutual Funds, Management, Bloomberg, Fixed Income, Asset Management
Education
Central European University 1996 — 1997
Master of Arts, International Relations and European Studies
1991 — 1996
BA in Linguistics, The English and German Languages
Yu(Daisy) Du's Morgan Stanley Experience January 2014 - December 2014
Job PhD Candidate in Operations Research
Industry Financial Services
Experience
KPMG US June 2015 - August 2015
Morgan Stanley January 2014 - December 2014
China Government Securities Depository Trust & Clearing Co. Ltd. July 2011 - August 2011
China Galaxy Securities Co., Ltd. May 2011 - July 2011
Skills
Quantitative Finance, Matlab, R, C++, Monte Carlo Simulation, Fixed Income, Time Series Analysis, Equity Research, VBA, Trading Strategies, Hedging, Credit Derivatives, Data Mining, Machine Learning, Bloomberg Terminal, Derivatives
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2016
Doctor of Philosophy (PhD), Operations Research, 3.803
Rutgers University 2010 — 2012
Master's degree, Quantitative and Mathematical Finance, 3.8
Central South University 2006 — 2010
Bachelor's degree, Applied Mathematics and Finance
KPMG US June 2015 - August 2015
Morgan Stanley January 2014 - December 2014
China Government Securities Depository Trust & Clearing Co. Ltd. July 2011 - August 2011
China Galaxy Securities Co., Ltd. May 2011 - July 2011
Skills
Quantitative Finance, Matlab, R, C++, Monte Carlo Simulation, Fixed Income, Time Series Analysis, Equity Research, VBA, Trading Strategies, Hedging, Credit Derivatives, Data Mining, Machine Learning, Bloomberg Terminal, Derivatives
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2016
Doctor of Philosophy (PhD), Operations Research, 3.803
Rutgers University 2010 — 2012
Master's degree, Quantitative and Mathematical Finance, 3.8
Central South University 2006 — 2010
Bachelor's degree, Applied Mathematics and Finance
Shirley Shen Shirley Shen's Morgan Stanley Experience October 2014 - March 2015
Job Investment Management at State Street
Industry Financial Services
Experience
State Street March 2015 - Present
Johns Hopkins University October 2014 - Present
Morgan Stanley October 2014 - March 2015
Johns Hopkins University Carey Business School June 2014 - August 2014
Johns Hopkins University August 2013 - May 2014
Essence Securities Co., Ltd July 2013 - August 2013
Bank of Communications Limited May 2013 - July 2013
Case Western Reserve University August 2012 - May 2013
Skills
Stata, Microsoft Excel, Research, Econometrics, Minitab, Microsoft Office, Economic Data Analysis, Microsoft Word, Start-ups, Bilingual-Chinese, Teamwork, Matlab, Bloomberg Terminal, Morningstar Direct, Financial Modeling, Equity Research, Corporate Finance, Economics, Data Analysis, Financial Analysis, PowerPoint, Public Speaking, SPSS, Statistics, Time Management
Education
The Johns Hopkins University - Carey Business School 2013 — 2014
Master of Science (M.S.), Finance, 3.54
Case Western Reserve University 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.86
Suzhou High School-A-Level Centre 2007 — 2010
State Street March 2015 - Present
Johns Hopkins University October 2014 - Present
Morgan Stanley October 2014 - March 2015
Johns Hopkins University Carey Business School June 2014 - August 2014
Johns Hopkins University August 2013 - May 2014
Essence Securities Co., Ltd July 2013 - August 2013
Bank of Communications Limited May 2013 - July 2013
Case Western Reserve University August 2012 - May 2013
Skills
Stata, Microsoft Excel, Research, Econometrics, Minitab, Microsoft Office, Economic Data Analysis, Microsoft Word, Start-ups, Bilingual-Chinese, Teamwork, Matlab, Bloomberg Terminal, Morningstar Direct, Financial Modeling, Equity Research, Corporate Finance, Economics, Data Analysis, Financial Analysis, PowerPoint, Public Speaking, SPSS, Statistics, Time Management
Education
The Johns Hopkins University - Carey Business School 2013 — 2014
Master of Science (M.S.), Finance, 3.54
Case Western Reserve University 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.86
Suzhou High School-A-Level Centre 2007 — 2010
Anshul Priya's Morgan Stanley Experience May 2015 - August 2015
Job Market Research Analyst | Shoppers Insight | Global Business Management Student | Microsoft Office Certified
Industry Market Research
Experience
Morgan Stanley May 2015 - August 2015
Tata Consultancy Services June 2012 - April 2014
Skills
Analysis, Market Research, Business Analysis, Business Intelligence, Analytics, Competitive Analysis, Business Strategy, Business Analytics, Data Analysis, Market Analysis, Strategy, Business Process, Marketing Research, Project Management, Segmentation, Team Management, Management, Microsoft Excel, Requirements Gathering, Consulting, Customer Service, PowerPoint, Marketing Strategy, Marketing, Quality Improvement..., Corporate Finance, Tableau, MS Excel Pivot Tables
Education
Centennial College 2014 — 2016
Global Business Management
University of Pune , MIT SOM 2009 — 2012
Bachelor of Business Administration (BBA), International Business
Morgan Stanley May 2015 - August 2015
Tata Consultancy Services June 2012 - April 2014
Skills
Analysis, Market Research, Business Analysis, Business Intelligence, Analytics, Competitive Analysis, Business Strategy, Business Analytics, Data Analysis, Market Analysis, Strategy, Business Process, Marketing Research, Project Management, Segmentation, Team Management, Management, Microsoft Excel, Requirements Gathering, Consulting, Customer Service, PowerPoint, Marketing Strategy, Marketing, Quality Improvement..., Corporate Finance, Tableau, MS Excel Pivot Tables
Education
Centennial College 2014 — 2016
Global Business Management
University of Pune , MIT SOM 2009 — 2012
Bachelor of Business Administration (BBA), International Business
Sandy Corbari Sandy Corbari's Morgan Stanley Experience August 1993 - January 2010
Job Senior Registered Sales Associate at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies October 2014 - Present
RBC Capital Markets January 2010 - October 2014
Morgan Stanley Smith Barney August 1993 - January 2010
Morgan Stanley August 1993 - January 2010
Skills
Customer Service, Team Building, Bloomberg, Financial Services, Equities, Mutual Funds, Securities, Investments, FINRA, Series 7, Financial Markets, Equity Trading
Education
Central Oregon Community College 1982 — 1984
Business Administration and Management, General
D.A. Davidson Companies October 2014 - Present
RBC Capital Markets January 2010 - October 2014
Morgan Stanley Smith Barney August 1993 - January 2010
Morgan Stanley August 1993 - January 2010
Skills
Customer Service, Team Building, Bloomberg, Financial Services, Equities, Mutual Funds, Securities, Investments, FINRA, Series 7, Financial Markets, Equity Trading
Education
Central Oregon Community College 1982 — 1984
Business Administration and Management, General
Bálint Andó Bálint Andó's Morgan Stanley Experience December 2014 - May 2015
Job Junior Wholesale Expert at MET Group
Industry Higher Education
Experience
MET Group June 2015 - Present
Morgan Stanley December 2014 - May 2015
MKB Bank July 2014 - September 2014
IFUA Horváth & Partners Management Consultants May 2013 - August 2013
Skills
Data Analysis, Financial Analysis, Case Studies, Business Strategy, Business Valuation, Economics, Microeconomics, Public Economics, Economic Policy, Qualitative Research, SPSS, Statistics, Research, Valuation, English
Education
Central European University 2013 — 2015
Master's degree, Economic Policy
Széchenyi István College for Advanced Studies 2011 — 2015
Budapesti Corvinus Egyetem 2009 — 2013
Bachelor's degree, Accounting and Finance
MET Group June 2015 - Present
Morgan Stanley December 2014 - May 2015
MKB Bank July 2014 - September 2014
IFUA Horváth & Partners Management Consultants May 2013 - August 2013
Skills
Data Analysis, Financial Analysis, Case Studies, Business Strategy, Business Valuation, Economics, Microeconomics, Public Economics, Economic Policy, Qualitative Research, SPSS, Statistics, Research, Valuation, English
Education
Central European University 2013 — 2015
Master's degree, Economic Policy
Széchenyi István College for Advanced Studies 2011 — 2015
Budapesti Corvinus Egyetem 2009 — 2013
Bachelor's degree, Accounting and Finance
Ray Foote Ray Foote's Morgan Stanley Experience April 2011 - September 2013
Job Account Manager at TEKsystems
Industry Staffing and Recruiting
Experience
TEKsystems September 2014 - Present
TEKsystems September 2013 - September 2014
Morgan Stanley April 2011 - September 2013
Skills
Benefits Negotiation, Staff Augmentation, Temporary Placement, Outsourcing, PeopleSoft, Talent Acquisition, Sourcing, Consulting, Technical Recruiting, Information Technology, Recruiting, Applicant Tracking..., Management, Contract Recruitment, CRM, Microsoft Office, Leadership
Education
Central Connecticut State University
Bachelor's Degree, Accounting
TEKsystems September 2014 - Present
TEKsystems September 2013 - September 2014
Morgan Stanley April 2011 - September 2013
Skills
Benefits Negotiation, Staff Augmentation, Temporary Placement, Outsourcing, PeopleSoft, Talent Acquisition, Sourcing, Consulting, Technical Recruiting, Information Technology, Recruiting, Applicant Tracking..., Management, Contract Recruitment, CRM, Microsoft Office, Leadership
Education
Central Connecticut State University
Bachelor's Degree, Accounting
Debbie McKellar Debbie McKellar's Morgan Stanley Experience February 1986 - November 2002
Job CDFA ™,CRPC®, Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2009 - Present
H&R Block Financial Advisors, Inc. October 2003 - August 2009
Morgan Stanley February 1986 - November 2002
Prudential November 1981 - February 1986
Education
Cedar Crest College 1974 — 1978
B.A. in Science, Biology Major, French Minor
Wilton High School 1970 — 1974
Ameriprise Financial Services, Inc. August 2009 - Present
H&R Block Financial Advisors, Inc. October 2003 - August 2009
Morgan Stanley February 1986 - November 2002
Prudential November 1981 - February 1986
Education
Cedar Crest College 1974 — 1978
B.A. in Science, Biology Major, French Minor
Wilton High School 1970 — 1974
András Serény's Morgan Stanley Experience July 2012 - March 2014
Job Software Engineer at Gravity Rock Solid Recommendations
Industry Information Technology and Services
Experience
Gravity Rock Solid Recommendations March 2014 - Present
Morgan Stanley July 2012 - March 2014
TOPdesk April 2009 - June 2012
Applied Logic Laboratory July 2007 - March 2009
Budapest University of Technology and Economics January 2007 - June 2007
Skills
Java, Mathematics, Software Engineering
Education
Central European University 2004 — 2008
PhD, Mathematics
Eötvös Loránd Tudományegyetem 2004 — 2006
Theoretical Linguistics
Eötvös Loránd Tudományegyetem 1998 — 2004
MSc, Mathematics
VU University Amsterdam 2002 — 2003
Master’s Degree, Mathematics
Szent István Gimnázium, Budapest
High School
Gravity Rock Solid Recommendations March 2014 - Present
Morgan Stanley July 2012 - March 2014
TOPdesk April 2009 - June 2012
Applied Logic Laboratory July 2007 - March 2009
Budapest University of Technology and Economics January 2007 - June 2007
Skills
Java, Mathematics, Software Engineering
Education
Central European University 2004 — 2008
PhD, Mathematics
Eötvös Loránd Tudományegyetem 2004 — 2006
Theoretical Linguistics
Eötvös Loránd Tudományegyetem 1998 — 2004
MSc, Mathematics
VU University Amsterdam 2002 — 2003
Master’s Degree, Mathematics
Szent István Gimnázium, Budapest
High School
Rick Stout, CPA Rick Stout, CPA's Morgan Stanley Experience 1979 - 1983
Job President and Founder, Stout and Teague Company
Industry Real Estate
Experience
Stout and Teague Company 1983 - Present
Morgan Stanley 1979 - 1983
Gladstone Associates 1977 - 1978
Skills
Certified Public..., Due Diligence, Financial Analysis, Accounting, Valuation, Financial Reporting, Finance, Budgets, Tax, GAAP, Financial Statements, Small Business, Tax Preparation, Financial Accounting
Education
Case Western University, MBA
Master of Business Administration (M.B.A.), Accounting and Finance
Middlebury College, BA
BA
Stout and Teague Company 1983 - Present
Morgan Stanley 1979 - 1983
Gladstone Associates 1977 - 1978
Skills
Certified Public..., Due Diligence, Financial Analysis, Accounting, Valuation, Financial Reporting, Finance, Budgets, Tax, GAAP, Financial Statements, Small Business, Tax Preparation, Financial Accounting
Education
Case Western University, MBA
Master of Business Administration (M.B.A.), Accounting and Finance
Middlebury College, BA
BA
E. Peggy Carlington, CRPC® E. Peggy Carlington, CRPC®'s Morgan Stanley Experience September 1998 - 2005
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Morgan Keegan April 2006 - June 2012
Morgan Stanley September 1998 - 2005
EBC Office Centers 1986 - 1992
Education
Central Michigan University 1973 — 1977
Bachelor of Business Administration (B.B.A.), Marketing
John Glenn High School 1969 — 1973
Ameriprise Financial Services, Inc. June 2012 - Present
Morgan Keegan April 2006 - June 2012
Morgan Stanley September 1998 - 2005
EBC Office Centers 1986 - 1992
Education
Central Michigan University 1973 — 1977
Bachelor of Business Administration (B.B.A.), Marketing
John Glenn High School 1969 — 1973
Norman N Norman N's Morgan Stanley Experience September 2006 - August 2007
Job Fintech entrepreneur
Industry Information Technology and Services
Experience
Xpert search April 2015 - Present
Simplyshare.it November 2013 - Present
Astellon Capital September 2013 - July 2014
Feilong Capital June 2011 - September 2012
Caxton Associates April 2009 - May 2011
Morgan Stanley September 2006 - August 2007
Merrill Lynch July 2004 - August 2005
Education
Columbia University in the City of New York 2013 — 2014
Master’s Degree, IEOR
Stanford University 2013 — 2014
Online courses, Computer Science
Cass Business School 2002 — 2005
Bachelor’s Degree, Finance
Xpert search April 2015 - Present
Simplyshare.it November 2013 - Present
Astellon Capital September 2013 - July 2014
Feilong Capital June 2011 - September 2012
Caxton Associates April 2009 - May 2011
Morgan Stanley September 2006 - August 2007
Merrill Lynch July 2004 - August 2005
Education
Columbia University in the City of New York 2013 — 2014
Master’s Degree, IEOR
Stanford University 2013 — 2014
Online courses, Computer Science
Cass Business School 2002 — 2005
Bachelor’s Degree, Finance
Darrell Del Greene Darrell Del Greene's Morgan Stanley Experience April 1995 - January 1998
Job Managing Partner at Llewellin Partners, LLC
Industry Marketing and Advertising
Experience
Llewellin Partners, LLC October 2014 - Present
Dellinger-Greene Consulting 2007 - Present
Keller Williams Real Estate June 2012 - Present
Cushman & Wakefield February 2010 - May 2010
Cushman & Wakefield March 2008 - January 2009
Cushman & Wakefield January 2006 - March 2007
Cushman & Wakefield January 2000 - January 2006
Cushman & Wakefield January 1998 - January 2000
Morgan Stanley April 1995 - January 1998
Morgan Stanley 1996 - 1998
Skills
Brand Development, Strategic Planning, Budgeting, Event Planning, Cross-functional Team..., Creative Direction, Marketing Management, Marketing Communications, Creative Development, Marketing Strategy, Social Media Marketing, New Business Development, Integrated Marketing, Team Leadership, Press Releases, Budgets, Advertising, Strategy
Education
Cornell University 2011 — 2012
Hospitality Certification, Restaurant Management
New York University 2009 — 2009
Continuing Education, Marketing Strategy
Catawba College 1978 — 1981
3 1/2 Years, Theatre and Communications
Llewellin Partners, LLC October 2014 - Present
Dellinger-Greene Consulting 2007 - Present
Keller Williams Real Estate June 2012 - Present
Cushman & Wakefield February 2010 - May 2010
Cushman & Wakefield March 2008 - January 2009
Cushman & Wakefield January 2006 - March 2007
Cushman & Wakefield January 2000 - January 2006
Cushman & Wakefield January 1998 - January 2000
Morgan Stanley April 1995 - January 1998
Morgan Stanley 1996 - 1998
Skills
Brand Development, Strategic Planning, Budgeting, Event Planning, Cross-functional Team..., Creative Direction, Marketing Management, Marketing Communications, Creative Development, Marketing Strategy, Social Media Marketing, New Business Development, Integrated Marketing, Team Leadership, Press Releases, Budgets, Advertising, Strategy
Education
Cornell University 2011 — 2012
Hospitality Certification, Restaurant Management
New York University 2009 — 2009
Continuing Education, Marketing Strategy
Catawba College 1978 — 1981
3 1/2 Years, Theatre and Communications
Alessio Baraldi's Morgan Stanley Experience July 2005 - September 2007
Job Senior Associate, Private Equity, The Blackstone Group
Industry Venture Capital & Private Equity
Experience
The Blackstone Group September 2013 - Present
Clearabee September 2011 - Present
Warburg Pincus July 2007 - July 2013
Cass Business School September 2008 - January 2013
Owl Creek Asset Management, L.P. June 2011 - July 2011
Morgan Stanley July 2005 - September 2007
Skills
Private Equity, LBO, Valuation, Investment Banking, Financial Modeling, Corporate Finance, Hedge Funds, Capital Markets, Equities, Emerging Markets, Venture Capital, Investments, Due Diligence, Bloomberg, Alternative Investments, Entrepreneurship, Private equity, Mergers & Acquisitions, Corporate Development
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Finance, General
Cass Business School 2003 — 2005
Bachelor of Science (BSc), Banking and International Finance
Bocconi University
Bachelor of Science (BSc), International Economics and Management (DIEM)
The Blackstone Group September 2013 - Present
Clearabee September 2011 - Present
Warburg Pincus July 2007 - July 2013
Cass Business School September 2008 - January 2013
Owl Creek Asset Management, L.P. June 2011 - July 2011
Morgan Stanley July 2005 - September 2007
Skills
Private Equity, LBO, Valuation, Investment Banking, Financial Modeling, Corporate Finance, Hedge Funds, Capital Markets, Equities, Emerging Markets, Venture Capital, Investments, Due Diligence, Bloomberg, Alternative Investments, Entrepreneurship, Private equity, Mergers & Acquisitions, Corporate Development
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Finance, General
Cass Business School 2003 — 2005
Bachelor of Science (BSc), Banking and International Finance
Bocconi University
Bachelor of Science (BSc), International Economics and Management (DIEM)
Kevin Eisenberg's Morgan Stanley Experience June 2014 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Plymouth Regional High School March 2014 - June 2014
Plymouth Elementary School September 2013 - June 2014
Plymouth State University September 2013 - June 2014
Netsports 2013 - 2013
Woodstock Inn Station & Brewery June 2010 - October 2012
Skills
Organization, Communication, Leadership, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Time Management, Event Planning, Facebook, Public Speaking, Sports Management, Customer Service, Basketball, Teamwork, Event Management, Fundraising
Education
Plymouth State University 2011 — 2013
Bachelor of Science (B.S.), Sports Management, 3.74
Castleton State College 2009 — 2011
Transferred
Morgan Stanley June 2014 - Present
Plymouth Regional High School March 2014 - June 2014
Plymouth Elementary School September 2013 - June 2014
Plymouth State University September 2013 - June 2014
Netsports 2013 - 2013
Woodstock Inn Station & Brewery June 2010 - October 2012
Skills
Organization, Communication, Leadership, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Time Management, Event Planning, Facebook, Public Speaking, Sports Management, Customer Service, Basketball, Teamwork, Event Management, Fundraising
Education
Plymouth State University 2011 — 2013
Bachelor of Science (B.S.), Sports Management, 3.74
Castleton State College 2009 — 2011
Transferred
Emmet Murphy Emmet Murphy's Morgan Stanley Experience 2014 - January 2015
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Gwenmor Marine Contracting Inc. 2010 - Present
Morgan Stanley 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, Networking Solutions, WordPress, Navigation Systems, Microsoft Word, Sales, Athletics, Financial Metrics, Financial Accounting, Financial Statement..., Business Networking
Education
Central Connecticut State University 2010 — 2014
Finance and Financial Management Services
Gwenmor Marine Contracting Inc. 2010 - Present
Morgan Stanley 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, Networking Solutions, WordPress, Navigation Systems, Microsoft Word, Sales, Athletics, Financial Metrics, Financial Accounting, Financial Statement..., Business Networking
Education
Central Connecticut State University 2010 — 2014
Finance and Financial Management Services
Jennifer Blandford Jennifer Blandford's Morgan Stanley Experience October 2004 - January 2009
Job Wealth Strategy Associate at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc January 2009 - Present
Morgan Stanley October 2004 - January 2009
Guardian Care, Inc. January 1994 - October 2004
Education
Central Michigan University
Bachelor of Science (BS), Public Administration
UBS Financial Services, Inc January 2009 - Present
Morgan Stanley October 2004 - January 2009
Guardian Care, Inc. January 1994 - October 2004
Education
Central Michigan University
Bachelor of Science (BS), Public Administration
Susie Dutcher's Morgan Stanley Experience 2000 - 2001
Job Chief Membership Consultant at Michigan State Medical Society
Industry Nonprofit Organization Management
Experience
Michigan State Medical Society November 2010 - Present
ATS Project Success 2009 - 2010
Max Broock/Real Estate One 2001 - 2009
Morgan Stanley 2000 - 2001
Steelcase 1981 - 1989
Skills
Fundraising, Marketing, Marketing Strategy, Sales, Advertising, marketing, marketing..., Strategic Planning
Education
Central Michigan University
Bachelor of Science (BS), Sociology and psychology
Michigan State University
Master's degree, Higher Education/Higher Education Administration
Michigan State University
Master's degree, Higher Education Administration/Business
Michigan State Medical Society November 2010 - Present
ATS Project Success 2009 - 2010
Max Broock/Real Estate One 2001 - 2009
Morgan Stanley 2000 - 2001
Steelcase 1981 - 1989
Skills
Fundraising, Marketing, Marketing Strategy, Sales, Advertising, marketing, marketing..., Strategic Planning
Education
Central Michigan University
Bachelor of Science (BS), Sociology and psychology
Michigan State University
Master's degree, Higher Education/Higher Education Administration
Michigan State University
Master's degree, Higher Education Administration/Business
Carl Rustic's Morgan Stanley Experience October 2007 - May 2009
Job Director Client Services at NICE/Merced
Industry Information Technology and Services
Experience
NICE Systems (via acquisition of Merced Systems) May 2010 - Present
INgage Networks January 2010 - May 2010
Morgan Stanley October 2007 - May 2009
Merced Systems December 2005 - September 2007
Eaton Corporation June 2000 - September 2005
Skills
Agile Methodologies, Enterprise Software, Process Improvement, Product Management, Professional Services, Analytics, SaaS, Cloud Computing, Integration, Unix, Business Intelligence, SQL, CRM, Microsoft SQL Server, Requirements Analysis, Business Analysis, IT Management, Program Management, Release Management, XML, Customer Experience, Database Administration, Salesforce.com, Project Portfolio..., Software Project..., Software Development, Project Management, Pre-sales, Scrum, Cross-functional Team...
Education
Case Western Reserve University 1996 — 2000
BS, Engineering
NICE Systems (via acquisition of Merced Systems) May 2010 - Present
INgage Networks January 2010 - May 2010
Morgan Stanley October 2007 - May 2009
Merced Systems December 2005 - September 2007
Eaton Corporation June 2000 - September 2005
Skills
Agile Methodologies, Enterprise Software, Process Improvement, Product Management, Professional Services, Analytics, SaaS, Cloud Computing, Integration, Unix, Business Intelligence, SQL, CRM, Microsoft SQL Server, Requirements Analysis, Business Analysis, IT Management, Program Management, Release Management, XML, Customer Experience, Database Administration, Salesforce.com, Project Portfolio..., Software Project..., Software Development, Project Management, Pre-sales, Scrum, Cross-functional Team...
Education
Case Western Reserve University 1996 — 2000
BS, Engineering
Nicole (McDonald) Blackwell Nicole (McDonald) Blackwell's Morgan Stanley Experience June 2003 - August 2003
Job Information Technician at US Navy Reserve
Industry Information Technology and Services
Experience
United States Navy Reserve March 2012 - Present
Comcast November 2013 - January 2014
United States Navy October 2008 - March 2012
United States Navy August 2006 - October 2008
Morgan Stanley June 2003 - August 2003
Skills
Navy, Information Assurance, Security Clearance, DoD, Top Secret, Security+, Military, Electronic Warfare, Military Experience, Military Operations, CompTIA, Satellite Communications, Troubleshooting, Security, COMSEC, Computer Security, Network Security, Computer Hardware, Information Security, Network Administration, Intelligence Analysis, C4ISR, National Security, Command, Radar, Intelligence, Force Protection, LAN-WAN, Defense, Weapons, Microsoft Exchange, DHCP, Systems Engineering, GCCS, CISSP, Vulnerability Assessment, Active Directory, SIGINT, Leadership, Military Training, Army, Organizational..., DIACAP, Operational Planning, Counterterrorism, Government, Microsoft Certified..., Active DoD Secret..., Homeland Security, System Administration
Education
Southern New Hampshire University 2012 — 2015
Computer Information Technology, Computer Science, Current GPA 4.0
Cecil College 2001 — 2012
Business Administration Transfer, Finance, General, 3.8
United States Navy Reserve March 2012 - Present
Comcast November 2013 - January 2014
United States Navy October 2008 - March 2012
United States Navy August 2006 - October 2008
Morgan Stanley June 2003 - August 2003
Skills
Navy, Information Assurance, Security Clearance, DoD, Top Secret, Security+, Military, Electronic Warfare, Military Experience, Military Operations, CompTIA, Satellite Communications, Troubleshooting, Security, COMSEC, Computer Security, Network Security, Computer Hardware, Information Security, Network Administration, Intelligence Analysis, C4ISR, National Security, Command, Radar, Intelligence, Force Protection, LAN-WAN, Defense, Weapons, Microsoft Exchange, DHCP, Systems Engineering, GCCS, CISSP, Vulnerability Assessment, Active Directory, SIGINT, Leadership, Military Training, Army, Organizational..., DIACAP, Operational Planning, Counterterrorism, Government, Microsoft Certified..., Active DoD Secret..., Homeland Security, System Administration
Education
Southern New Hampshire University 2012 — 2015
Computer Information Technology, Computer Science, Current GPA 4.0
Cecil College 2001 — 2012
Business Administration Transfer, Finance, General, 3.8
David Ofosu-Appiah David Ofosu-Appiah's Morgan Stanley Experience May 2012 - June 2013
Job Associate at Balyasny Asset Management L.P.
Industry Financial Services
Experience
Balyasny Asset Management L.P. June 2015 - Present
BlueMountain Capital Management 2013 - Present
Morgan Stanley May 2012 - June 2013
Morgan Stanley 2011 - 2011
Pro Capital October 2010 - December 2010
Let Me Play October 2010 - December 2010
Healthcare Services Group June 2010 - September 2010
Skills
Financial Analysis, Marketing, Microsoft Excel, Fixed Income, Bloomberg, Hedge Funds, Analysis, Investments, Financial Modeling, Public Speaking, Derivatives, Private Equity, Valuation, Microsoft Office, Microsoft Word, PowerPoint, Collateral Management, Equities, Equity Derivatives, Finance, Data Analysis, Asset Management
Education
Villanova University 2008 — 2012
Honors BBA, Finance, Real-Estate
Yale School of Management 2012 — 2012
Global Pre-MBA Program
Cass Business School 2011 — 2011
Economics
Balyasny Asset Management L.P. June 2015 - Present
BlueMountain Capital Management 2013 - Present
Morgan Stanley May 2012 - June 2013
Morgan Stanley 2011 - 2011
Pro Capital October 2010 - December 2010
Let Me Play October 2010 - December 2010
Healthcare Services Group June 2010 - September 2010
Skills
Financial Analysis, Marketing, Microsoft Excel, Fixed Income, Bloomberg, Hedge Funds, Analysis, Investments, Financial Modeling, Public Speaking, Derivatives, Private Equity, Valuation, Microsoft Office, Microsoft Word, PowerPoint, Collateral Management, Equities, Equity Derivatives, Finance, Data Analysis, Asset Management
Education
Villanova University 2008 — 2012
Honors BBA, Finance, Real-Estate
Yale School of Management 2012 — 2012
Global Pre-MBA Program
Cass Business School 2011 — 2011
Economics
Jonathan A. Glover Jonathan A. Glover's Morgan Stanley Experience March 2005 - March 2006
Job Software Solutions Specialist at Toshiba Business Solutions
Industry Financial Services
Experience
Mortgage Planning Group Software Solutions SpecialistToshiba Business Solutions2013 - Present
Morgan Stanley March 2005 - March 2006
Merrill Lynch January 2000 - October 2004
Puma 1997 - 2000
Skills
Loans, Finance, Sales, Mortgage Lending, Strategic Planning, Insurance, Real Estate, Management, Marketing, Leadership, Customer Service, Public Speaking, Marketing Strategy, Forecasting, Microsoft Excel, Team Building, Account Management, Negotiation, Social Media, Program Management
Education
Carolina Day School 1982 — 1993
Catawba College
Business Administration
Mortgage Planning Group Software Solutions SpecialistToshiba Business Solutions2013 - Present
Morgan Stanley March 2005 - March 2006
Merrill Lynch January 2000 - October 2004
Puma 1997 - 2000
Skills
Loans, Finance, Sales, Mortgage Lending, Strategic Planning, Insurance, Real Estate, Management, Marketing, Leadership, Customer Service, Public Speaking, Marketing Strategy, Forecasting, Microsoft Excel, Team Building, Account Management, Negotiation, Social Media, Program Management
Education
Carolina Day School 1982 — 1993
Catawba College
Business Administration
Lakshman Misra Lakshman Misra's Morgan Stanley Experience January 2014 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley January 2012 - December 2013
Morgan Stanley December 2007 - December 2011
Morgan Stanley January 2007 - November 2007
Skills
Hedge Funds, Alternative Investments, Derivatives, Valuation
Education
Cass Business School 2005 — 2006
Master of Science (MS), Mathematical Trading and Finance, First Class Honours Degree with Distinction
Delhi University 2002 — 2005
Bachelor's degree, Mathematics
Morgan Stanley January 2014 - Present
Morgan Stanley January 2012 - December 2013
Morgan Stanley December 2007 - December 2011
Morgan Stanley January 2007 - November 2007
Skills
Hedge Funds, Alternative Investments, Derivatives, Valuation
Education
Cass Business School 2005 — 2006
Master of Science (MS), Mathematical Trading and Finance, First Class Honours Degree with Distinction
Delhi University 2002 — 2005
Bachelor's degree, Mathematics
Rebecca Russo Rebecca Russo's Morgan Stanley Experience December 2004 - June 2006
Job Executive Events Coordinator at Event Management LLC
Industry Events Services
Experience
Event Management LLC 2011 - Present
Bank of America June 2006 - June 2009
Morgan Stanley December 2004 - June 2006
Education
Central Connecticut State University 2006 — 2010
Communications
University of Connecticut 1998 — 2000
Nutritional Sciences
Event Management LLC 2011 - Present
Bank of America June 2006 - June 2009
Morgan Stanley December 2004 - June 2006
Education
Central Connecticut State University 2006 — 2010
Communications
University of Connecticut 1998 — 2000
Nutritional Sciences
Paul Tyma's Morgan Stanley Experience February 1999 - May 2000
Job CTO at Refresh, Inc.
Industry Internet
Experience
Refresh, Inc. December 2011 - Present
Bullpen Capital February 2011 - Present
Manybrain, Inc. June 2009 - Present
Pulse.io June 2011 - March 2012
Home-Account.com July 2008 - November 2009
Google May 2005 - July 2008
Preemptive Solutions December 1996 - April 2005
Morgan Stanley February 1999 - May 2000
Skills
Scalability, Product Management, Distributed Systems, Big Data, Product Development, Management, MapReduce, Mobile Applications, Leadership, Analytics, Start-ups, Software Engineering, Java, Mobile Devices, Enterprise Software
Education
Syracuse University 1999 — 2004
Ph.D., Computer Engineering
Central Michigan University 1996 — 1998
M.S., Computer Science
University of Toledo 1984 — 1988
B.S., Computer Science
Refresh, Inc. December 2011 - Present
Bullpen Capital February 2011 - Present
Manybrain, Inc. June 2009 - Present
Pulse.io June 2011 - March 2012
Home-Account.com July 2008 - November 2009
Google May 2005 - July 2008
Preemptive Solutions December 1996 - April 2005
Morgan Stanley February 1999 - May 2000
Skills
Scalability, Product Management, Distributed Systems, Big Data, Product Development, Management, MapReduce, Mobile Applications, Leadership, Analytics, Start-ups, Software Engineering, Java, Mobile Devices, Enterprise Software
Education
Syracuse University 1999 — 2004
Ph.D., Computer Engineering
Central Michigan University 1996 — 1998
M.S., Computer Science
University of Toledo 1984 — 1988
B.S., Computer Science
Jeremy Chaffin's Morgan Stanley Experience May 2000 - March 2009
Job Partner, Financial Services at RIO Group
Industry Financial Services
Experience
The RIO Group January 2015 - Present
JJC Consulting, Inc March 2013 - January 2015
Raymond James Financial Inc. March 2009 - February 2013
Morgan Stanley May 2000 - March 2009
Raymond James Financial Inc. January 1997 - May 2000
Raymond James Financial Inc. May 1995 - August 1995
Education
Central Michigan University 1992 — 1996
Bachelor of Science in Business Administration, Finance, General
The RIO Group January 2015 - Present
JJC Consulting, Inc March 2013 - January 2015
Raymond James Financial Inc. March 2009 - February 2013
Morgan Stanley May 2000 - March 2009
Raymond James Financial Inc. January 1997 - May 2000
Raymond James Financial Inc. May 1995 - August 1995
Education
Central Michigan University 1992 — 1996
Bachelor of Science in Business Administration, Finance, General
Chris Koullas's Morgan Stanley Experience 1996 - 2001
Job Technology Program Manager at Citi
Industry Information Technology and Services
Experience
Citi 2015 - Present
Citi 2013 - 2014
Citi 2012 - 2013
Citi 2009 - 2012
Citi 2006 - 2009
Deutsche Bank 2002 - 2006
Deutsche Bank 2001 - 2002
Morgan Stanley 1996 - 2001
Credit Suisse 1994 - 1995
Citi 1988 - 1994
Skills
Program Management, Financial Services, Vendor Management, Software Project..., Trading Systems, SDLC, Risk Management, Change Management, Business Analysis, PMO, Team Leadership, IT Strategy, Capital Markets, Software Development, Project Portfolio..., Portfolio Management, Banking, Fixed Income, Back Office, Product Development, Off Shore..., Business Intelligence
Education
Cass Business School 1992 — 1994
MBA, Finance
Rhodes University 1987 — 1987
B.Sc. (Hons), Computer Science
Rhodes University 1983 — 1986
B.Sc, Computer Science, Cost & Management Accounting
Citi 2015 - Present
Citi 2013 - 2014
Citi 2012 - 2013
Citi 2009 - 2012
Citi 2006 - 2009
Deutsche Bank 2002 - 2006
Deutsche Bank 2001 - 2002
Morgan Stanley 1996 - 2001
Credit Suisse 1994 - 1995
Citi 1988 - 1994
Skills
Program Management, Financial Services, Vendor Management, Software Project..., Trading Systems, SDLC, Risk Management, Change Management, Business Analysis, PMO, Team Leadership, IT Strategy, Capital Markets, Software Development, Project Portfolio..., Portfolio Management, Banking, Fixed Income, Back Office, Product Development, Off Shore..., Business Intelligence
Education
Cass Business School 1992 — 1994
MBA, Finance
Rhodes University 1987 — 1987
B.Sc. (Hons), Computer Science
Rhodes University 1983 — 1986
B.Sc, Computer Science, Cost & Management Accounting
Teika Terry PHR's Morgan Stanley Experience January 2013 - Present
Job Recruiting manager Investment Banking, Fixed Income and Fund Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley March 2011 - Present
Complinet - Thomson Reuters May 2009 - March 2011
Manpower/Abbott January 2007 - November 2008
Kelly Scientific Resources July 2005 - January 2007
Abbott Laboratories October 2001 - July 2005
Skills
Financial Services, Pharmaceutical Industry, Recruiting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Sourcing, Human Resources, Executive Search, Talent Management, Employee Relations, Internet Recruiting, College Recruiting, Onboarding, Performance Management, Temporary Placement, Benefits Negotiation, Screening, Contract Recruitment, Vendor Management
Education
New York University 2008 — 2012
Master, Human Resources
Carthage College 1997 — 2001
BA, Biology, Chemistry, Psychology
Morgan Stanley January 2013 - Present
Morgan Stanley March 2011 - Present
Complinet - Thomson Reuters May 2009 - March 2011
Manpower/Abbott January 2007 - November 2008
Kelly Scientific Resources July 2005 - January 2007
Abbott Laboratories October 2001 - July 2005
Skills
Financial Services, Pharmaceutical Industry, Recruiting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Sourcing, Human Resources, Executive Search, Talent Management, Employee Relations, Internet Recruiting, College Recruiting, Onboarding, Performance Management, Temporary Placement, Benefits Negotiation, Screening, Contract Recruitment, Vendor Management
Education
New York University 2008 — 2012
Master, Human Resources
Carthage College 1997 — 2001
BA, Biology, Chemistry, Psychology
Elaine Weinstein's Morgan Stanley Experience August 1973 - June 1995
Job Associate Director at UBS Financial Services
Industry Human Resources
Experience
UBS Financial Services August 1996 - May 2014
Morgan Stanley August 1973 - June 1995
Skills
Talent Management, Vendor Management, Financial Services, Change Management, Talent Acquisition, Executive Search, Recruiting
Education
Cedar Crest College 1967 — 1971
UBS Financial Services August 1996 - May 2014
Morgan Stanley August 1973 - June 1995
Skills
Talent Management, Vendor Management, Financial Services, Change Management, Talent Acquisition, Executive Search, Recruiting
Education
Cedar Crest College 1967 — 1971
Nicholas Brookes's Morgan Stanley Experience March 2009 - February 2010
Job Executive Director/Vice President Business Intelligence Group at Goldman Sachs
Industry Banking
Experience
Goldman Sachs January 2015 - Present
Credit Suisse January 2014 - December 2014
Credit Suisse February 2010 - January 2014
Morgan Stanley March 2009 - February 2010
ING Bank July 2006 - February 2009
Royal Bank of Scotland Group November 2005 - July 2006
Skills
AML, Enhanced Due Diligence, Political Risk Analysis, Country Risk Analysis, Anti-corruption, Sanction, Due Diligence, FINRA, Financial Services, Regulations, Emerging Markets, Private Investigations, Securities, Hedge Funds, Capital Markets, Anti Money Laundering, Financial Risk
Education
London School of Economics and Political Science 2007 — 2013
Economic Sociology
Cass Business School 2005 — 2006
Diploma, Anti-Money Laundering
City University of New York-John Jay College of Criminal Justice 2003 — 2004
MA (Cert), Terrorism Studies
City University of New York-John Jay College of Criminal Justice 2002 — 2004
MA, Criminology
University of Rochester 1996 — 2000
BA, Political Science, History
South Island School (Hong Kong) 1994 — 1996
A Levels, (Philosophy; Economics; Literature)
Lancing College 1991 — 1994
GCSE
Goldman Sachs January 2015 - Present
Credit Suisse January 2014 - December 2014
Credit Suisse February 2010 - January 2014
Morgan Stanley March 2009 - February 2010
ING Bank July 2006 - February 2009
Royal Bank of Scotland Group November 2005 - July 2006
Skills
AML, Enhanced Due Diligence, Political Risk Analysis, Country Risk Analysis, Anti-corruption, Sanction, Due Diligence, FINRA, Financial Services, Regulations, Emerging Markets, Private Investigations, Securities, Hedge Funds, Capital Markets, Anti Money Laundering, Financial Risk
Education
London School of Economics and Political Science 2007 — 2013
Economic Sociology
Cass Business School 2005 — 2006
Diploma, Anti-Money Laundering
City University of New York-John Jay College of Criminal Justice 2003 — 2004
MA (Cert), Terrorism Studies
City University of New York-John Jay College of Criminal Justice 2002 — 2004
MA, Criminology
University of Rochester 1996 — 2000
BA, Political Science, History
South Island School (Hong Kong) 1994 — 1996
A Levels, (Philosophy; Economics; Literature)
Lancing College 1991 — 1994
GCSE
J Clinton Hill's Morgan Stanley Experience March 1994 - July 2004
Job Chief Financial Analyst at Spartan Strategic Investments, LLC
Industry Investment Management
Experience
Principals Fund Advisor, Inc. November 2012 - Present
Hillbent.com, Inc. July 2008 - Present
Hill-Mangat Advisors July 2004 - December 2009
Morgan Stanley March 1994 - July 2004
Heart of Los Angeles (HOLA) 2000 - 2004
Skills
Investments, Asset Management, Equities, Hedge Funds, Options, Securities, Research, Portfolio Management, Writing, Excel, Asset Allocation, Investment Advisory, Investment Strategies, Finance, Capital Markets, Mutual Funds, Investment Management, Due Diligence, Strategy, Management, Mergers & Acquisitions, Derivatives, Risk Management
Education
University of Cambridge 1984 — 1985
Honors Program, English Literature (emphasis on Shakespeare; and Dickens)
Central Michigan University 1979 — 1985
B.A., Modern Economic History; & English Literature
Detroit Catholic Central 1975 — 1979
College Prep H.S.
Principals Fund Advisor, Inc. November 2012 - Present
Hillbent.com, Inc. July 2008 - Present
Hill-Mangat Advisors July 2004 - December 2009
Morgan Stanley March 1994 - July 2004
Heart of Los Angeles (HOLA) 2000 - 2004
Skills
Investments, Asset Management, Equities, Hedge Funds, Options, Securities, Research, Portfolio Management, Writing, Excel, Asset Allocation, Investment Advisory, Investment Strategies, Finance, Capital Markets, Mutual Funds, Investment Management, Due Diligence, Strategy, Management, Mergers & Acquisitions, Derivatives, Risk Management
Education
University of Cambridge 1984 — 1985
Honors Program, English Literature (emphasis on Shakespeare; and Dickens)
Central Michigan University 1979 — 1985
B.A., Modern Economic History; & English Literature
Detroit Catholic Central 1975 — 1979
College Prep H.S.
Brian J Mariash, CIMA's Morgan Stanley Experience April 2001 - Present
Job Senior Vice PresidentSenior Portfolio Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2001 - Present
Education
University of Pennsylvania - The Wharton School 2006 — 2007
CIMA, Investment Management
Castleton University 1995 — 1999
Morgan Stanley April 2001 - Present
Education
University of Pennsylvania - The Wharton School 2006 — 2007
CIMA, Investment Management
Castleton University 1995 — 1999
Christian Zerilli's Morgan Stanley Experience September 2004 - January 2005
Job Trading & Logistics TCP Petcoke Corporation
Industry Oil & Energy
Experience
TCP Petcoke Corporation June 2012 - Present
Triworld Shipping Services (TSS Inc.) January 2012 - June 2012
Lalemant (USA) Inc. October 2011 - December 2011
Credit Suisse July 2005 - July 2010
Citi January 2005 - May 2005
Morgan Stanley September 2004 - January 2005
Skills
Trading, Commodity, Derivatives, Structured Products, Fixed Income, Equities, Swaps, Series 7, Series 63, Ocean Freight, Logistics, Series 3
Education
Cass Business School 2010 — 2011
MSc, Shipping, Trade and Finance
Curry College 2001 — 2005
B.A., Management, Finance
TCP Petcoke Corporation June 2012 - Present
Triworld Shipping Services (TSS Inc.) January 2012 - June 2012
Lalemant (USA) Inc. October 2011 - December 2011
Credit Suisse July 2005 - July 2010
Citi January 2005 - May 2005
Morgan Stanley September 2004 - January 2005
Skills
Trading, Commodity, Derivatives, Structured Products, Fixed Income, Equities, Swaps, Series 7, Series 63, Ocean Freight, Logistics, Series 3
Education
Cass Business School 2010 — 2011
MSc, Shipping, Trade and Finance
Curry College 2001 — 2005
B.A., Management, Finance
Richard Poshpeck's Morgan Stanley Experience 2004 - 2006
Job Senior Technology Executive
Industry Financial Services
Experience
Fidelity Investments September 2007 - May 2011
Wellington Management 2006 - 2007
Morgan Stanley 2004 - 2006
John Hancock Life Insurance Company (U.S.A.) 1999 - 2003
PwC 1997 - 1999
USF &G 1993 - 1997
Fidelity Investments 1986 - 1993
Skills
Vendor Management, Outsourcing, SDLC, Integration, Data Center, Strategy, Management, ITIL, Program Management, IT Strategy, Unix, PMO, Change Management, Business Analysis, Enterprise Architecture, Business Strategy, Requirements Analysis, Leadership, IT Management, Infrastructure, Information Technology, PMP, Mergers & Acquisitions, Project Portfolio..., Disaster Recovery
Education
Central Connecticut State University
Fidelity Investments September 2007 - May 2011
Wellington Management 2006 - 2007
Morgan Stanley 2004 - 2006
John Hancock Life Insurance Company (U.S.A.) 1999 - 2003
PwC 1997 - 1999
USF &G 1993 - 1997
Fidelity Investments 1986 - 1993
Skills
Vendor Management, Outsourcing, SDLC, Integration, Data Center, Strategy, Management, ITIL, Program Management, IT Strategy, Unix, PMO, Change Management, Business Analysis, Enterprise Architecture, Business Strategy, Requirements Analysis, Leadership, IT Management, Infrastructure, Information Technology, PMP, Mergers & Acquisitions, Project Portfolio..., Disaster Recovery
Education
Central Connecticut State University
John (Jianyu) Yang's Morgan Stanley Experience November 2009 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2009 - Present
Merrill Lynch January 2006 - November 2009
Morgan Stanley January 2005 - January 2006
SunGard 2001 - 2004
Skills
Trading Systems
Education
Rutgers University-New Brunswick 2002 — 2004
M.Sc., Computer Science
The University of British Columbia 1998 — 2000
B.Sc., Computer Science
Central South University 1990 — 1994
B. Eng., Chemical Engineering
Morgan Stanley November 2009 - Present
Merrill Lynch January 2006 - November 2009
Morgan Stanley January 2005 - January 2006
SunGard 2001 - 2004
Skills
Trading Systems
Education
Rutgers University-New Brunswick 2002 — 2004
M.Sc., Computer Science
The University of British Columbia 1998 — 2000
B.Sc., Computer Science
Central South University 1990 — 1994
B. Eng., Chemical Engineering
Trent Siskron's Morgan Stanley Experience September 2009 - September 2011
Job Associate at Vintage Realty Company
Industry Real Estate
Experience
Vintage Realty Company November 2013 - Present
American South Real Estate Fund May 2014 - Present
CarboNation Toys November 2013 - Present
Lone Star Partners September 2012 - April 2013
RCG & Associates October 2011 - September 2012
Morgan Stanley September 2009 - September 2011
NAI Houston October 2005 - December 2009
Marcus & Millichap October 2003 - October 2005
UL Coleman Companies January 2003 - September 2003
Skills
Investments, Real Estate, Brokerage, Investment Advisory, Strategic Financial..., Real Estate Development, Investment Properties, Commercial Real Estate, Alternative Investments, Retirement, Investors, Finance, Asset Management, Real Estate Investment, Financial Planning, Retirement Solutions, Contract Negotiation, Wealth Management, Disposition, Leases, Due Diligence, Dispositions
Education
Centenary College of Louisiana 1997 — 2003
BS, Business Administration
Vintage Realty Company November 2013 - Present
American South Real Estate Fund May 2014 - Present
CarboNation Toys November 2013 - Present
Lone Star Partners September 2012 - April 2013
RCG & Associates October 2011 - September 2012
Morgan Stanley September 2009 - September 2011
NAI Houston October 2005 - December 2009
Marcus & Millichap October 2003 - October 2005
UL Coleman Companies January 2003 - September 2003
Skills
Investments, Real Estate, Brokerage, Investment Advisory, Strategic Financial..., Real Estate Development, Investment Properties, Commercial Real Estate, Alternative Investments, Retirement, Investors, Finance, Asset Management, Real Estate Investment, Financial Planning, Retirement Solutions, Contract Negotiation, Wealth Management, Disposition, Leases, Due Diligence, Dispositions
Education
Centenary College of Louisiana 1997 — 2003
BS, Business Administration
Kevin Moffatt's Morgan Stanley Experience October 2000 - April 2013
Job CFTC
Industry Financial Services
Experience
Commodity Futures Trading Commission April 2013 - Present
U.S. Army Reserves March 1993 - April 2014
Morgan Stanley October 2000 - April 2013
Brundage, Story, and Rose March 1999 - October 2000
Skills
Operations Management, Microsoft Excel, Team Building, Program Management, Microsoft Office, Team Leadership, Leadership, Customer Service, PowerPoint, Energy, Commodity Markets, Analysis, Microsoft Word
Education
Central Connecticut State University 1996 — 1999
Iona College 1993 — 1996
Commodity Futures Trading Commission April 2013 - Present
U.S. Army Reserves March 1993 - April 2014
Morgan Stanley October 2000 - April 2013
Brundage, Story, and Rose March 1999 - October 2000
Skills
Operations Management, Microsoft Excel, Team Building, Program Management, Microsoft Office, Team Leadership, Leadership, Customer Service, PowerPoint, Energy, Commodity Markets, Analysis, Microsoft Word
Education
Central Connecticut State University 1996 — 1999
Iona College 1993 — 1996
Gary Parese's Morgan Stanley Experience March 2007 - Present
Job svp at morgan stanley
Industry Financial Services
Experience
morgan stanley March 2007 - Present
Skills
Series 7, Wealth Management, Fixed Income, Series 63, Equities
Education
Central Connecticut State University 1975 — 1979
morgan stanley March 2007 - Present
Skills
Series 7, Wealth Management, Fixed Income, Series 63, Equities
Education
Central Connecticut State University 1975 — 1979
Donald Christman's Morgan Stanley Experience 1999 - 2001
Job Adjunct professor of business law in the accounting department at Cleveland State University
Industry Law Practice
Experience
Cleveland State University April 2008 - Present
Donald P. Christman, Esq., Ltd. January 2007 - Present
Christman & Associates, Ltd. January 2004 - June 2007
Morgan Stanley 1999 - 2001
Case Western Reserve University April 1994 - September 1994
Skills
Criminal Law
Education
Cleveland State University - Cleveland-Marshall College of Law 2001 — 2004
J.D., Law
Case Western Reserve University 1995 — 1998
Miami University 1993 — 1996
none, Physics
West Geauga High School 1989 — 1993
Cleveland State University April 2008 - Present
Donald P. Christman, Esq., Ltd. January 2007 - Present
Christman & Associates, Ltd. January 2004 - June 2007
Morgan Stanley 1999 - 2001
Case Western Reserve University April 1994 - September 1994
Skills
Criminal Law
Education
Cleveland State University - Cleveland-Marshall College of Law 2001 — 2004
J.D., Law
Case Western Reserve University 1995 — 1998
Miami University 1993 — 1996
none, Physics
West Geauga High School 1989 — 1993
Daniel J. Palladino, CFA's Morgan Stanley Experience 1999 - 2008
Job Managing Director at Jefferies & Company
Industry Capital Markets
Experience
Jefferies & Company January 2009 - Present
Morgan Stanley 1999 - 2008
CIBC World Markets 1997 - 1999
Abu Dhabi Investment Authority 1994 - 1997
Shearson Lehman Hutton 1990 - 1994
Skills
Sell Side, Equities, Investment Banking, Mutual Funds, Portfolio Management, Private Equity, Valuation, Hedge Funds, Equity Valuation, Bloomberg, Capital Markets, Equity Research, Asset Managment, Asset Management
Education
Central Michigan University
Jefferies & Company January 2009 - Present
Morgan Stanley 1999 - 2008
CIBC World Markets 1997 - 1999
Abu Dhabi Investment Authority 1994 - 1997
Shearson Lehman Hutton 1990 - 1994
Skills
Sell Side, Equities, Investment Banking, Mutual Funds, Portfolio Management, Private Equity, Valuation, Hedge Funds, Equity Valuation, Bloomberg, Capital Markets, Equity Research, Asset Managment, Asset Management
Education
Central Michigan University
Peter Hussami's Morgan Stanley Experience August 2010 - January 2015
Job Quantitative Researcher at UangTeman
Industry Financial Services
Experience
UangTeman March 2015 - Present
Morgan Stanley August 2010 - January 2015
SAP research June 2006 - September 2006
Bioscrypt September 2004 - August 2005
Connexus April 2000 - May 2002
Skills
Quantitative Finance, Financial Risk
Education
Central European University 2005 — 2010
PhD, Mathematics
Massachusetts Institute of Technology 1995 — 2000
UangTeman March 2015 - Present
Morgan Stanley August 2010 - January 2015
SAP research June 2006 - September 2006
Bioscrypt September 2004 - August 2005
Connexus April 2000 - May 2002
Skills
Quantitative Finance, Financial Risk
Education
Central European University 2005 — 2010
PhD, Mathematics
Massachusetts Institute of Technology 1995 — 2000
Doug Bacchioni's Morgan Stanley Experience July 2007 - Present
Job Investment Oversight
Industry Financial Services
Experience
Morgan Stanley July 2007 - Present
Plus One May 2006 - June 2007
Education
Stony Brook University 2003 — 2006
Case Western Reserve University 2001 — 2003
Morgan Stanley July 2007 - Present
Plus One May 2006 - June 2007
Education
Stony Brook University 2003 — 2006
Case Western Reserve University 2001 — 2003
Paul Zarkowski's Morgan Stanley Experience 2010 - Present
Job Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial October 2010 - Present
Morgan Stanley 2010 - Present
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Retirement, Asset Allocation, 401k, Investment Advisory, Series 63, Series 7, Series 66, Financial Planning, Annuities, Securities, IRA's, Equities, ETFs
Education
Central Michigan University 1983 — 1987
Finance, Business
E*TRADE Financial October 2010 - Present
Morgan Stanley 2010 - Present
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Retirement, Asset Allocation, 401k, Investment Advisory, Series 63, Series 7, Series 66, Financial Planning, Annuities, Securities, IRA's, Equities, ETFs
Education
Central Michigan University 1983 — 1987
Finance, Business
Jeff Borror's Morgan Stanley Experience February 2008 - Present
Job Executive Director at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley February 2008 - Present
Continuux LLC 2001 - Present
Barclays Capital 2005 - 2007
Daiwa Securities 1996 - 2000
Education
Case Western Reserve University 1968 — 1972
BS, Mathematics
Columbia University in the City of New York
PhD, Mathematics
Morgan Stanley February 2008 - Present
Continuux LLC 2001 - Present
Barclays Capital 2005 - 2007
Daiwa Securities 1996 - 2000
Education
Case Western Reserve University 1968 — 1972
BS, Mathematics
Columbia University in the City of New York
PhD, Mathematics
Vickie Pruitt's Morgan Stanley Experience November 2007 - November 2009
Job Senior Counsel, Regulatory Compliance at Ocwen Financial Corporation
Industry Financial Services
Experience
Ocwen Financial Corporation January 2013 - Present
American Home Mortgage Servicing, Inc November 2009 - January 2013
Morgan Stanley November 2007 - November 2009
Ocwen 2003 - 2007
HomEq 2002 - 2003
Skills
Loss Mitigation, Mortgage Servicing, Mortgage Lending, Loan Servicing, Mortgage Banking, Loans, Default, Loan Origination, Credit, Residential Mortgages, Portfolio Management, Banking, Bankruptcy, Loan Modifications, Financial Services, Underwriting, Securitization, Asset Management, Credit Risk, Structured Finance, Due Diligence, Foreclosures, Risk Management, Real Estate Economics, FHA, Mergers & Acquisitions, Commercial Lending, Mortgage Underwriting, REO, Credit Analysis, Capital Markets, Finance, Executive Management, AML, Securities, Real Estate Financing, Financial Risk, Title Insurance, Valuation, Refinance, Operational Risk..., Real Estate Transactions, Commercial Mortgages, Consumer Lending, Acquisitions, Investments, Commercial Real Estate, Operational Risk, Real Estate, Escrow
Education
University of Miami School of Law 1993 — 1996
JD
Carroll University 1989 — 1993
BS, Finance
Ocwen Financial Corporation January 2013 - Present
American Home Mortgage Servicing, Inc November 2009 - January 2013
Morgan Stanley November 2007 - November 2009
Ocwen 2003 - 2007
HomEq 2002 - 2003
Skills
Loss Mitigation, Mortgage Servicing, Mortgage Lending, Loan Servicing, Mortgage Banking, Loans, Default, Loan Origination, Credit, Residential Mortgages, Portfolio Management, Banking, Bankruptcy, Loan Modifications, Financial Services, Underwriting, Securitization, Asset Management, Credit Risk, Structured Finance, Due Diligence, Foreclosures, Risk Management, Real Estate Economics, FHA, Mergers & Acquisitions, Commercial Lending, Mortgage Underwriting, REO, Credit Analysis, Capital Markets, Finance, Executive Management, AML, Securities, Real Estate Financing, Financial Risk, Title Insurance, Valuation, Refinance, Operational Risk..., Real Estate Transactions, Commercial Mortgages, Consumer Lending, Acquisitions, Investments, Commercial Real Estate, Operational Risk, Real Estate, Escrow
Education
University of Miami School of Law 1993 — 1996
JD
Carroll University 1989 — 1993
BS, Finance
Jacqueline Antone's Morgan Stanley Experience August 1998 - August 2005
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2005 - Present
Morgan Stanley August 1998 - August 2005
Fifth Third/The Ohio Company January 1995 - August 1998
GE Capital 1993 - 1995
Fifth Third Bank 1991 - 1993
Skills
Investments, Retirement Planning, Financial Analysis, Asset Allocation, Finance, Strategic Financial..., Financial Reporting, Series 63, Business Planning, Public Speaking, Investment Strategies, Series 7, Strategic Planning, Internal Controls, Uniform Combined State..., 401k Rollovers, Hold Series 7
Education
Central Michigan University 1985 — 1990
BSBA, FINANCE
East Detroit High School 1983 — 1985
Wells Fargo Advisors August 2005 - Present
Morgan Stanley August 1998 - August 2005
Fifth Third/The Ohio Company January 1995 - August 1998
GE Capital 1993 - 1995
Fifth Third Bank 1991 - 1993
Skills
Investments, Retirement Planning, Financial Analysis, Asset Allocation, Finance, Strategic Financial..., Financial Reporting, Series 63, Business Planning, Public Speaking, Investment Strategies, Series 7, Strategic Planning, Internal Controls, Uniform Combined State..., 401k Rollovers, Hold Series 7
Education
Central Michigan University 1985 — 1990
BSBA, FINANCE
East Detroit High School 1983 — 1985
Kimberly Jo Finkel's Morgan Stanley Experience 2008 - 2012
Job Construction Lending Manager at Morgan Stanley Credit
Industry Banking
Experience
PHH Mortgage June 2012 - Present
Morgan Stanley 2008 - 2012
Morgan Stanley Credit 2004 - 2008
Morgan Stanley 2002 - 2004
Education
Carthage College 1984 — 1988
BA, Business Marketing
PHH Mortgage June 2012 - Present
Morgan Stanley 2008 - 2012
Morgan Stanley Credit 2004 - 2008
Morgan Stanley 2002 - 2004
Education
Carthage College 1984 — 1988
BA, Business Marketing
Telena Bolding's Morgan Stanley Experience February 2004 - December 2007
Job CPA
Industry Accounting
Experience
Columbia Property Trust August 2013 - Present
NABA Atlanta July 2013 - Present
Adili Accounting Services dba Bolding Consulting 1994 - Present
Gables Residential January 2008 - October 2012
Morgan Stanley February 2004 - December 2007
TMW Real Estate March 1998 - April 2003
Skills
Financial Analysis, Accounting, Financial Reporting, GAAP, Cash Flow, Real Estate, Budgets, Forecasting, Financial Statements, Internal Controls, Capex, Commercial Real Estate, CAM, Tax Preparation, Tax Software, Drake Tax Software, MRI Software, Oracle, JD Edwards, ProSeries, QuickBooks, Bank Reconciliation, Instructional Manuals, Hands-on Training, Argus Modeling, AvidXchange
Education
Case Western Reserve University
Bachelor of Science (BS), Accounting
Columbia Property Trust August 2013 - Present
NABA Atlanta July 2013 - Present
Adili Accounting Services dba Bolding Consulting 1994 - Present
Gables Residential January 2008 - October 2012
Morgan Stanley February 2004 - December 2007
TMW Real Estate March 1998 - April 2003
Skills
Financial Analysis, Accounting, Financial Reporting, GAAP, Cash Flow, Real Estate, Budgets, Forecasting, Financial Statements, Internal Controls, Capex, Commercial Real Estate, CAM, Tax Preparation, Tax Software, Drake Tax Software, MRI Software, Oracle, JD Edwards, ProSeries, QuickBooks, Bank Reconciliation, Instructional Manuals, Hands-on Training, Argus Modeling, AvidXchange
Education
Case Western Reserve University
Bachelor of Science (BS), Accounting
Shannon Gaskin's Morgan Stanley Experience December 1997 - October 2001
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade August 2009 - Present
Morgan Stanley December 1997 - October 2001
Education
Central Michigan University 1990 — 1994
BS, Finance
Scottrade August 2009 - Present
Morgan Stanley December 1997 - October 2001
Education
Central Michigan University 1990 — 1994
BS, Finance
Kevin McCrone's Morgan Stanley Experience November 2007 - February 2009
Job Associate VNS Therapeutic Consultant at Cyberonics
Industry Medical Devices
Experience
Cyberonics May 2014 - Present
Principal Financial Group September 2010 - May 2014
Rydex Investments February 2009 - September 2010
Morgan Stanley November 2007 - February 2009
Skills
Asset Allocation, Series 7, Investments, Fixed Income, Mutual Funds, Financial Advisory, Series 63, Operating Room, Medical Devices
Education
Sandler Training 2012 — 2012
Sales Training
Esposito Communication 2010 — 2010
Public Speaking
Sequoia System 2009 — 2009
Wholesaler Training
Central Michigan University 1994 — 1996
MBA, Emphasis in Finance
Michigan State University 1989 — 1994
Social Science, Economics
University of London 1992 — 1992
Michigan State Overseas Study Program
Michigan State University
Cyberonics May 2014 - Present
Principal Financial Group September 2010 - May 2014
Rydex Investments February 2009 - September 2010
Morgan Stanley November 2007 - February 2009
Skills
Asset Allocation, Series 7, Investments, Fixed Income, Mutual Funds, Financial Advisory, Series 63, Operating Room, Medical Devices
Education
Sandler Training 2012 — 2012
Sales Training
Esposito Communication 2010 — 2010
Public Speaking
Sequoia System 2009 — 2009
Wholesaler Training
Central Michigan University 1994 — 1996
MBA, Emphasis in Finance
Michigan State University 1989 — 1994
Social Science, Economics
University of London 1992 — 1992
Michigan State Overseas Study Program
Michigan State University
Jean-Pierre Casoni's Morgan Stanley Experience October 2007 - March 2009
Job Conseiller principal, service de la Technologie at La Mutuelle des municipalités du Québec
Industry Investment Banking
Experience
La Mutuelle des municipalités du Québec July 2014 - Present
La Mutuelle des municipalités du Québec February 2012 - July 2014
La Mutuelle des municipalités du Québec April 2010 - February 2012
Groupe Ultima Inc. June 2009 - December 2009
Morgan Stanley October 2007 - March 2009
Compuware 2007 - 2008
Willis June 2003 - May 2007
Hub International 2007 - 2007
Education
Herzing College 1997 — 1999
A.E.C, School of Technology
John Abbott College 1990 — 1993
DEC, Commerce
La Mutuelle des municipalités du Québec July 2014 - Present
La Mutuelle des municipalités du Québec February 2012 - July 2014
La Mutuelle des municipalités du Québec April 2010 - February 2012
Groupe Ultima Inc. June 2009 - December 2009
Morgan Stanley October 2007 - March 2009
Compuware 2007 - 2008
Willis June 2003 - May 2007
Hub International 2007 - 2007
Education
Herzing College 1997 — 1999
A.E.C, School of Technology
John Abbott College 1990 — 1993
DEC, Commerce
Stephanie Capuano, CPA, MAcc, MSA's Morgan Stanley Experience March 2005 - December 2005
Job Financial Analysis Supervisor
Industry Accounting
Experience
ZF TRW August 2015 - Present
BorgWarner Inc. April 2014 - July 2015
BorgWarner Inc. May 2013 - April 2014
BorgWarner Inc. December 2011 - May 2013
BorgWarner Inc. May 2010 - December 2011
BKS Advisors, LLC January 2006 - February 2009
Morgan Stanley March 2005 - December 2005
Raymond James Financial April 2004 - February 2005
Centaurus Financial, Inc. January 2000 - March 2004
Skills
Balance Sheet Review, P&L Analysis, P&L Forecasting, P&L review, General Ledger, Cash receipts, Cash Management, Accounting Research, Variance Analysis, Financial Variance..., Variance Reports, Accounts Payable &..., Bank Reconciliation, Monthly Close Process, Budget Forecasts, Financial Forecasting
Education
Oakland University 2008 — 2010
Master of Accounting, Accounting
Central Michigan University 2006 — 2007
Master of Science, Administration - concentration in Human Resource Administration
Walsh College 2005 — 2006
Bachelor of Business Administration, Management - concentration in Human Resource Management
Macomb Community College 2000 — 2005
Associate of Business Administration, General Business
Macomb Community College 2000 — 2005
Associate of General Studies, General Studies
ZF TRW August 2015 - Present
BorgWarner Inc. April 2014 - July 2015
BorgWarner Inc. May 2013 - April 2014
BorgWarner Inc. December 2011 - May 2013
BorgWarner Inc. May 2010 - December 2011
BKS Advisors, LLC January 2006 - February 2009
Morgan Stanley March 2005 - December 2005
Raymond James Financial April 2004 - February 2005
Centaurus Financial, Inc. January 2000 - March 2004
Skills
Balance Sheet Review, P&L Analysis, P&L Forecasting, P&L review, General Ledger, Cash receipts, Cash Management, Accounting Research, Variance Analysis, Financial Variance..., Variance Reports, Accounts Payable &..., Bank Reconciliation, Monthly Close Process, Budget Forecasts, Financial Forecasting
Education
Oakland University 2008 — 2010
Master of Accounting, Accounting
Central Michigan University 2006 — 2007
Master of Science, Administration - concentration in Human Resource Administration
Walsh College 2005 — 2006
Bachelor of Business Administration, Management - concentration in Human Resource Management
Macomb Community College 2000 — 2005
Associate of Business Administration, General Business
Macomb Community College 2000 — 2005
Associate of General Studies, General Studies
Leah Zaslavsky's Morgan Stanley Experience January 1998 - January 2000
Job Vice President, Corporate Finance at Coty
Industry Cosmetics
Experience
Coty, Inc January 2008 - Present
Coty Inc January 2006 - January 2008
Nabisco, Inc January 2000 - January 2001
Morgan Stanley January 1998 - January 2000
Morgan Stanley January 1997 - January 1998
ACCOUNTANT, Aetna Life Insurance Company, Inc January 1994 - January 1996
Skills
Corporate FP&A, Corporate Financial..., Plan Analysis, Business Development, Strategic Financial..., Driving Efficiencies
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Central Connecticut State University
BS, Accounting
Coty, Inc January 2008 - Present
Coty Inc January 2006 - January 2008
Nabisco, Inc January 2000 - January 2001
Morgan Stanley January 1998 - January 2000
Morgan Stanley January 1997 - January 1998
ACCOUNTANT, Aetna Life Insurance Company, Inc January 1994 - January 1996
Skills
Corporate FP&A, Corporate Financial..., Plan Analysis, Business Development, Strategic Financial..., Driving Efficiencies
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Central Connecticut State University
BS, Accounting
Jee Sub Lim's Morgan Stanley Experience 2008 - 2009
Job Fixed Income Portfolio and Risk Management Professional
Industry Financial Services
Experience
The PrivateBank 2010 - Present
Morgan Stanley 2008 - 2009
LaSalle Bank July 2003 - November 2007
SKTY Trading Inc December 2002 - June 2003
STMicroelectronics March 2000 - June 2002
Conexant July 1998 - February 2000
Skills
Quantitative Finance, Financial Modeling, Credit Risk, Fixed Income, ALM, Monte Carlo Simulation, Portfolio Management, Market Risk, Quantitative Analytics, Derivatives, VBA, Interest Rate..., Options, Risk Management, Bloomberg, Time Series Analysis, Hedging, Structured Products
Education
The University of Chicago 2002 — 2003
MS
Case Western Reserve University 1996 — 1998
MS
University of California, Riverside
MS
The PrivateBank 2010 - Present
Morgan Stanley 2008 - 2009
LaSalle Bank July 2003 - November 2007
SKTY Trading Inc December 2002 - June 2003
STMicroelectronics March 2000 - June 2002
Conexant July 1998 - February 2000
Skills
Quantitative Finance, Financial Modeling, Credit Risk, Fixed Income, ALM, Monte Carlo Simulation, Portfolio Management, Market Risk, Quantitative Analytics, Derivatives, VBA, Interest Rate..., Options, Risk Management, Bloomberg, Time Series Analysis, Hedging, Structured Products
Education
The University of Chicago 2002 — 2003
MS
Case Western Reserve University 1996 — 1998
MS
University of California, Riverside
MS
Christopher Wiltse's Morgan Stanley Experience October 1980 - Present
Job Senior Vice President at Stephens Inc
Industry Financial Services
Experience
Stephens Inc. July 2011 - Present
Morgan Stanley October 1980 - Present
United Staes Army October 1972 - July 1980
Education
Central Michigan University 1976 — 1977
Master's, Public Administration
Norman High School/ U of Oklahoma 1968 — 1972
Norman High School, General
Stephens Inc. July 2011 - Present
Morgan Stanley October 1980 - Present
United Staes Army October 1972 - July 1980
Education
Central Michigan University 1976 — 1977
Master's, Public Administration
Norman High School/ U of Oklahoma 1968 — 1972
Norman High School, General
Ansel Freniere's Morgan Stanley Experience January 2012 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley April 2010 - January 2012
Interactive Brokers June 2009 - March 2010
WorldQuant 2007 - 2009
WorldQuant, LLC (Formerly Millennium Partners) 2007 - 2009
Lambda Research Corporation May 1999 - September 2006
Skills
C#, Trading Systems, Perl, SQL, Java, Fixed Income, Python
Education
The University of Chicago 2006 — 2008
Bachelor's, Computer Science
Case Western Reserve University 1996 — 1998
Morgan Stanley January 2012 - Present
Morgan Stanley April 2010 - January 2012
Interactive Brokers June 2009 - March 2010
WorldQuant 2007 - 2009
WorldQuant, LLC (Formerly Millennium Partners) 2007 - 2009
Lambda Research Corporation May 1999 - September 2006
Skills
C#, Trading Systems, Perl, SQL, Java, Fixed Income, Python
Education
The University of Chicago 2006 — 2008
Bachelor's, Computer Science
Case Western Reserve University 1996 — 1998
James Jezewski's Morgan Stanley Experience 2004 - 2005
Job Consultant at ROI Consulting
Industry Accounting
Experience
MRR Consulting September 2009 - Present
Meridian Automotive Systems 2005 - 2009
Morgan Stanley 2004 - 2005
Dynaflex Corporation: Grand Rapids & Chicago 2002 - 2004
Finish Corp. & Track Corp. 2000 - 2002
Acemco Incorporated January 1993 - January 2000
Skills
Manufacturing, New Business Development, Strategic Planning, Budgets, Analysis, Sales, Microsoft Excel, Leadership, General Ledger, Team Building, Accounting, Time Management, Financial Reporting, Management, Human Resources, Insurance, Pricing, Forecasting, Internal Controls, Cost Accounting, Automotive, Finance, Risk Management, Process Improvement, Customer Service, Negotiation, Continuous Improvement, JD Edwards, Cash Management, Start-ups, System Administration, Auditing, Sarbanes-Oxley Act
Education
Central Michigan University
M.B.A., Management
Michigan State University
B.A., Finance / Accounting
MRR Consulting September 2009 - Present
Meridian Automotive Systems 2005 - 2009
Morgan Stanley 2004 - 2005
Dynaflex Corporation: Grand Rapids & Chicago 2002 - 2004
Finish Corp. & Track Corp. 2000 - 2002
Acemco Incorporated January 1993 - January 2000
Skills
Manufacturing, New Business Development, Strategic Planning, Budgets, Analysis, Sales, Microsoft Excel, Leadership, General Ledger, Team Building, Accounting, Time Management, Financial Reporting, Management, Human Resources, Insurance, Pricing, Forecasting, Internal Controls, Cost Accounting, Automotive, Finance, Risk Management, Process Improvement, Customer Service, Negotiation, Continuous Improvement, JD Edwards, Cash Management, Start-ups, System Administration, Auditing, Sarbanes-Oxley Act
Education
Central Michigan University
M.B.A., Management
Michigan State University
B.A., Finance / Accounting
Dominic Nieto, CFP, CIMA's Morgan Stanley Experience June 1987 - November 2008
Job Senior Vice President Investments
Industry Financial Services
Experience
UBS Financial Services Inc. November 2008 - Present
Morgan Stanley June 1987 - November 2008
Education
Central Michigan University
Finance
edsel ford
UBS Financial Services Inc. November 2008 - Present
Morgan Stanley June 1987 - November 2008
Education
Central Michigan University
Finance
edsel ford
Johnny Cheng-Yu Liu's Morgan Stanley Experience May 2014 - Present
Job Manager at HSBC
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
HSBC July 2011 - July 2013
CL Scientific, LLC (USA) / Kesta, Ltd (Taiwan) May 2009 - June 2010
J.P. Morgan October 2009 - February 2010
Skills
Risk Management, Venture Capital, Investments, Modeling, Business Strategy, Entrepreneurship, Bloomberg, Financial Modeling, Management
Education
Case Western Reserve University 2004 — 2009
BSE, Electrical Engineering Computer Science
Case Western Reserve University 2004 — 2009
BSE, Biomedical Engineering
Morgan Stanley May 2014 - Present
HSBC July 2011 - July 2013
CL Scientific, LLC (USA) / Kesta, Ltd (Taiwan) May 2009 - June 2010
J.P. Morgan October 2009 - February 2010
Skills
Risk Management, Venture Capital, Investments, Modeling, Business Strategy, Entrepreneurship, Bloomberg, Financial Modeling, Management
Education
Case Western Reserve University 2004 — 2009
BSE, Electrical Engineering Computer Science
Case Western Reserve University 2004 — 2009
BSE, Biomedical Engineering
Nikola Kovachev's Morgan Stanley Experience January 2014 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley January 2010 - January 2014
Morgan Stanley August 2007 - January 2010
Montauk Yacht Club 2002 - 2006
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Finance, Financial Reporting, Valuation, Business Analysis, Investment Banking, Private Equity, Business Valuation, Risk Management, Strategic Financial..., Due Diligence, Leadership, Business Planning, Budgets, Change Management, Financial Risk, Business Strategy, Financial Accounting, Financial Audits, Internal Controls, Mergers & Acquisitions, Capital Markets, Derivatives, Economics, Budget, Offshore Outsourcing, Governance, Financial Planning
Education
Central European University 2006 — 2007
MBA, Business Administration and Management, General
Tsenov Academy of Economics 2002 — 2004
MS, Finance
Varna University of Economics 1998 — 2002
BS, Accounting and Financial Control
Morgan Stanley January 2014 - Present
Morgan Stanley January 2010 - January 2014
Morgan Stanley August 2007 - January 2010
Montauk Yacht Club 2002 - 2006
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Finance, Financial Reporting, Valuation, Business Analysis, Investment Banking, Private Equity, Business Valuation, Risk Management, Strategic Financial..., Due Diligence, Leadership, Business Planning, Budgets, Change Management, Financial Risk, Business Strategy, Financial Accounting, Financial Audits, Internal Controls, Mergers & Acquisitions, Capital Markets, Derivatives, Economics, Budget, Offshore Outsourcing, Governance, Financial Planning
Education
Central European University 2006 — 2007
MBA, Business Administration and Management, General
Tsenov Academy of Economics 2002 — 2004
MS, Finance
Varna University of Economics 1998 — 2002
BS, Accounting and Financial Control
Court Hyer's Morgan Stanley Experience July 2013 - September 2013
Job University of Illinois Graduate
Industry Construction
Experience
Norman Building and Design June 2015 - Present
Sylvan Learning Center January 2014 - July 2014
Morgan Stanley July 2013 - September 2013
The Blacksmith January 2011 - January 2013
McMenamins March 2010 - December 2010
900 Wall April 2009 - January 2010
Skills
Customer Service, Food, Microsoft Office, Hospitality, Event Planning, Inventory Management, Social Media, Statistical Data..., MS Excel Pivot Tables, Reuters 3000, Mathematical Modeling, Optimization, Logistics
Education
University of Illinois Springfield 2013 — 2015
Bachelor’s Degree, Mathematical Sciences, 3.36
Central Oregon Community College 2009 — 2012
Associate’s Degree, General Science
Norman Building and Design June 2015 - Present
Sylvan Learning Center January 2014 - July 2014
Morgan Stanley July 2013 - September 2013
The Blacksmith January 2011 - January 2013
McMenamins March 2010 - December 2010
900 Wall April 2009 - January 2010
Skills
Customer Service, Food, Microsoft Office, Hospitality, Event Planning, Inventory Management, Social Media, Statistical Data..., MS Excel Pivot Tables, Reuters 3000, Mathematical Modeling, Optimization, Logistics
Education
University of Illinois Springfield 2013 — 2015
Bachelor’s Degree, Mathematical Sciences, 3.36
Central Oregon Community College 2009 — 2012
Associate’s Degree, General Science
Karim Amiryani's Morgan Stanley Experience 2004 - 2008
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. October 2008 - Present
Morgan Stanley 2004 - 2008
Sensa Beverage 1993 - 2003
Barclays Bank PLC 1990 - 1992
Education
The George Washington University
Master of Business Administration (MBA), Finance & Investments
Case Western Reserve University
Bachelors of Science, Systems & Control Engineering
UBS Financial Services Inc. October 2008 - Present
Morgan Stanley 2004 - 2008
Sensa Beverage 1993 - 2003
Barclays Bank PLC 1990 - 1992
Education
The George Washington University
Master of Business Administration (MBA), Finance & Investments
Case Western Reserve University
Bachelors of Science, Systems & Control Engineering
Chris Tavaglione's Morgan Stanley Experience 1992 - 1995
Job VP Treasury and New Accounts at GAIN Capital Group, LLC
Industry Financial Services
Experience
GAIN Capital Group, LLC 2007 - Present
GAIN Capital Group, LLC 2000 - 2007
Standard Chartered Bank Inc. 1997 - 1999
Standard Chartered Bank Inc. 1995 - 1997
Morgan Stanley 1992 - 1995
Skills
FX, Capital Markets, Cash Management, Banking, Risk Management, AML, FX Options, Equities, Financial Markets, Strategy, Foreign Exchange, Trading, FX trading, Mergers & Acquisitions, Treasury, Start-ups, Derivatives, Electronic Payments, Process Improvement, Mergers, Trading Systems, Merchant Services, Treasury Services, Financial Operations
Education
Central Connecticut State University 1987 — 1991
Bachelor, Finance
GAIN Capital Group, LLC 2007 - Present
GAIN Capital Group, LLC 2000 - 2007
Standard Chartered Bank Inc. 1997 - 1999
Standard Chartered Bank Inc. 1995 - 1997
Morgan Stanley 1992 - 1995
Skills
FX, Capital Markets, Cash Management, Banking, Risk Management, AML, FX Options, Equities, Financial Markets, Strategy, Foreign Exchange, Trading, FX trading, Mergers & Acquisitions, Treasury, Start-ups, Derivatives, Electronic Payments, Process Improvement, Mergers, Trading Systems, Merchant Services, Treasury Services, Financial Operations
Education
Central Connecticut State University 1987 — 1991
Bachelor, Finance
David Bent's Morgan Stanley Experience June 2014 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
J.P. Morgan May 2013 - June 2014
JPMorgan Chase January 2012 - May 2013
John Carris Investments October 2011 - November 2011
Laidlaw & Company January 2011 - October 2011
Walgreens June 2009 - August 2009
New Britain Parks and Recreation May 2007 - August 2008
Skills
Series 7, Series 63, Licensed Life Insurance..., Microsoft Office, Investments, Securities, Equities, Portfolio Management, Banking, Uniform Combined State..., Financial Advisory, Retirement Planning, Finance, CFA Canidate Level 1, Trading, Financial Markets, Financial Analysis, Equity Trading, Fixed Income, Trading Systems, Hedge Funds, Asset Management, Alternative Investments, Bonds, Investment Management, Financial Modeling, Access, Private Banking, Options
Education
Central Connecticut State University 2006 — 2010
BS, Management
Morgan Stanley June 2014 - Present
J.P. Morgan May 2013 - June 2014
JPMorgan Chase January 2012 - May 2013
John Carris Investments October 2011 - November 2011
Laidlaw & Company January 2011 - October 2011
Walgreens June 2009 - August 2009
New Britain Parks and Recreation May 2007 - August 2008
Skills
Series 7, Series 63, Licensed Life Insurance..., Microsoft Office, Investments, Securities, Equities, Portfolio Management, Banking, Uniform Combined State..., Financial Advisory, Retirement Planning, Finance, CFA Canidate Level 1, Trading, Financial Markets, Financial Analysis, Equity Trading, Fixed Income, Trading Systems, Hedge Funds, Asset Management, Alternative Investments, Bonds, Investment Management, Financial Modeling, Access, Private Banking, Options
Education
Central Connecticut State University 2006 — 2010
BS, Management
Ryan Vaziri's Morgan Stanley Experience 2007 - 2009
Job IT Manager
Industry Information Technology and Services
Experience
TD 2009 - Present
Morgan Stanley 2007 - 2009
York University 2004 - 2006
Future Shop 1998 - 2003
Skills
SDLC, Systems Analysis, Quality Center, Testing, Requirements Analysis, Business Analysis, Requirements Gathering, Risk Management, Software Documentation, MS Project, Java, Databases, DB2, SOA, User Acceptance Testing, Oracle, SQL, COBOL, Database Design, Database Admin, Test Planning, SharePoint, Software Project..., Analysis, RAD, XML, System Design, Websphere, Endeavor, JCL, Mainframe, C++, System Requirements, Project Management, Data Mining, IBM Optim, Pega PRPC, TSO, IMSS, Test Automation, System Testing, Visio, Web Services, PMP, Business Requirements, .NET, Programming and..., Test Data Management, Data Analysis
Education
York University
Computer Science
Centennial College
Business Management
TD 2009 - Present
Morgan Stanley 2007 - 2009
York University 2004 - 2006
Future Shop 1998 - 2003
Skills
SDLC, Systems Analysis, Quality Center, Testing, Requirements Analysis, Business Analysis, Requirements Gathering, Risk Management, Software Documentation, MS Project, Java, Databases, DB2, SOA, User Acceptance Testing, Oracle, SQL, COBOL, Database Design, Database Admin, Test Planning, SharePoint, Software Project..., Analysis, RAD, XML, System Design, Websphere, Endeavor, JCL, Mainframe, C++, System Requirements, Project Management, Data Mining, IBM Optim, Pega PRPC, TSO, IMSS, Test Automation, System Testing, Visio, Web Services, PMP, Business Requirements, .NET, Programming and..., Test Data Management, Data Analysis
Education
York University
Computer Science
Centennial College
Business Management
Bence Szasz's Morgan Stanley Experience 2006 - Present
Job Desk Strategist at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2006 - Present
Morgan Stanley 2006 - Present
Education
Central European University 2004 — 2006
M. A, Economics
Morgan Stanley Smith Barney May 2006 - Present
Morgan Stanley 2006 - Present
Education
Central European University 2004 — 2006
M. A, Economics
Joseph Cosma's Morgan Stanley Experience May 1984 - January 2004
Job Looking For a New Opportunity
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Wells Fargo November 2009 - February 2014
DPM / Mellon February 2005 - October 2007
Morgan Stanley May 1984 - January 2004
Morgan Stanley / Dean Witter Reynolds May 1984 - January 2004
Skills
Research, Financial Analysis, Accounting, Forecasting, Securities, Fixed Income, Excel
Education
Centenary College
AA, Business Administration
Wells Fargo Advisors March 2014 - Present
Wells Fargo November 2009 - February 2014
DPM / Mellon February 2005 - October 2007
Morgan Stanley May 1984 - January 2004
Morgan Stanley / Dean Witter Reynolds May 1984 - January 2004
Skills
Research, Financial Analysis, Accounting, Forecasting, Securities, Fixed Income, Excel
Education
Centenary College
AA, Business Administration
Linda Moffat's Morgan Stanley Experience 1988 - 1991
Job Fitness Professional at LWT YMCA
Industry Health, Wellness and Fitness
Experience
LWT YMCA 2003 - Present
Norwalk Hospital 1998 - 2001
Norwalk Hospital 1991 - 1998
Morgan Stanley 1988 - 1991
Norwalk Hospital 1986 - 1988
Skills
Fitness Training, Fitness, Wellness, Personal Training, Nutrition, Strength Training, Weight Training, Step Aerobics, Senior Fitness, Silver Sneakers, Endurance, Exercise Physiology, Wellness Coaching, Health Education, Lifestyle
Education
Sacred Heart University 1992 — 1996
MBA, Health/Health Care Administration/Management
Cedar Crest College 1982 — 1986
Bachelor's degree, Business/ Health Care Mgmt
LWT YMCA 2003 - Present
Norwalk Hospital 1998 - 2001
Norwalk Hospital 1991 - 1998
Morgan Stanley 1988 - 1991
Norwalk Hospital 1986 - 1988
Skills
Fitness Training, Fitness, Wellness, Personal Training, Nutrition, Strength Training, Weight Training, Step Aerobics, Senior Fitness, Silver Sneakers, Endurance, Exercise Physiology, Wellness Coaching, Health Education, Lifestyle
Education
Sacred Heart University 1992 — 1996
MBA, Health/Health Care Administration/Management
Cedar Crest College 1982 — 1986
Bachelor's degree, Business/ Health Care Mgmt
Daniel Eck's Morgan Stanley Experience May 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Higher Education
Experience
Morgan Stanley May 2015 - Present
The Riverside Company September 2013 - April 2015
Morgan Stanley June 2014 - August 2014
BioEnterprise May 2013 - August 2013
Education
Case Western Reserve University
Bachelor of Arts (B.A.), Economics, summa cum laude
Morgan Stanley May 2015 - Present
The Riverside Company September 2013 - April 2015
Morgan Stanley June 2014 - August 2014
BioEnterprise May 2013 - August 2013
Education
Case Western Reserve University
Bachelor of Arts (B.A.), Economics, summa cum laude
John Balcer's Morgan Stanley Experience May 2001 - November 2002
Job Sales Assocaite at Humana
Industry Insurance
Experience
Humana March 2003 - Present
Morgan Stanley May 2001 - November 2002
Furniture Row Companies August 1988 - February 2001
Skills
Health insurance, Life..., Health Insurance, Insurance, Disability Insurance, Customer Service, Life Insurance, Medicare, Account Management, Sales, Term Life Insurance, Fixed Annuities, Employee Benefits, Long-term Care, Sales Management, Team Building, Marketing, Marketing Strategy, Strategic Planning, Event Planning
Education
Central Michigan University 1983 — 1985
Humana March 2003 - Present
Morgan Stanley May 2001 - November 2002
Furniture Row Companies August 1988 - February 2001
Skills
Health insurance, Life..., Health Insurance, Insurance, Disability Insurance, Customer Service, Life Insurance, Medicare, Account Management, Sales, Term Life Insurance, Fixed Annuities, Employee Benefits, Long-term Care, Sales Management, Team Building, Marketing, Marketing Strategy, Strategic Planning, Event Planning
Education
Central Michigan University 1983 — 1985
Henry Crenshaw's Morgan Stanley Experience August 2013 - Present
Job Operations specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Safe Auto Insurance 2004 - 2009
Skills
Research, Outlook, Teaching, Photoshop, HTML, Strategic Planning, Budgets, Risk Management, Insurance, Access
Education
Central State University
Walnut Ridge High School
Walnut Ridge High School
Morgan Stanley August 2013 - Present
Safe Auto Insurance 2004 - 2009
Skills
Research, Outlook, Teaching, Photoshop, HTML, Strategic Planning, Budgets, Risk Management, Insurance, Access
Education
Central State University
Walnut Ridge High School
Walnut Ridge High School
Jon Henriquez's Morgan Stanley Experience June 2013 - Present
Job Director Operational Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
WBB Securities January 2013 - May 2013
New York Pizza May 2008 - October 2011
Morgan Stanley October 2004 - February 2008
AXA Equitable March 2001 - September 2003
US Army October 1996 - October 2000
Skills
Microsoft Excel, Microsoft Office, SharePoint, EDGAR, Stata, Access, Financial Analysis, Finance, PowerPoint, Analysis, Data Analysis, Microsoft Word, Financial Services, Management
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master's Degree, Economics
Rutgers University 2011 — 2012
Bachelor's Degree, Economics
Central Texas College 1997 — 1999
Associate's Degree, General Studies
Morgan Stanley June 2013 - Present
WBB Securities January 2013 - May 2013
New York Pizza May 2008 - October 2011
Morgan Stanley October 2004 - February 2008
AXA Equitable March 2001 - September 2003
US Army October 1996 - October 2000
Skills
Microsoft Excel, Microsoft Office, SharePoint, EDGAR, Stata, Access, Financial Analysis, Finance, PowerPoint, Analysis, Data Analysis, Microsoft Word, Financial Services, Management
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master's Degree, Economics
Rutgers University 2011 — 2012
Bachelor's Degree, Economics
Central Texas College 1997 — 1999
Associate's Degree, General Studies
Elaine Weinstein's Morgan Stanley Experience August 1973 - June 1995
Job
Industry
Experience
UBS Financial Services August 1996 - May 2014
Morgan Stanley August 1973 - June 1995
Education
Cedar Crest College
Bachelor's degree, Sociology
UBS Financial Services August 1996 - May 2014
Morgan Stanley August 1973 - June 1995
Education
Cedar Crest College
Bachelor's degree, Sociology
Christopher Borden's Morgan Stanley Experience 2000 - 2004
Job Retail Professional
Industry Retail
Experience
Target August 2014 - Present
Best Buy 2006 - 2014
Trimax Cleaning Systems 2004 - 2008
Morgan Stanley 2000 - 2004
Skills
Retail, Store Management, Retail Sales, Merchandising, Cashiering, Customer Satisfaction, Customer Service, Visual Merchandising, Customer Experience, Profit, Store Operations, Planograms, Sales, Time Management, P&L, POS, Microsoft Office
Education
The Ohio State University 1998 — 2002
Bachelor of Science (BS), Personal Finance
Case Western Reserve University 1994 — 1998
Engineering
Target August 2014 - Present
Best Buy 2006 - 2014
Trimax Cleaning Systems 2004 - 2008
Morgan Stanley 2000 - 2004
Skills
Retail, Store Management, Retail Sales, Merchandising, Cashiering, Customer Satisfaction, Customer Service, Visual Merchandising, Customer Experience, Profit, Store Operations, Planograms, Sales, Time Management, P&L, POS, Microsoft Office
Education
The Ohio State University 1998 — 2002
Bachelor of Science (BS), Personal Finance
Case Western Reserve University 1994 — 1998
Engineering
Vic Garber's Morgan Stanley Experience August 1982 - July 2007
Job Consultant
Industry Financial Services
Experience
Self-employed Americas Chief Operating OfficerUBS Investment BankJuly 2010 - April 2011
PetroVietnam Group March 2009 - August 2010
PetroVietnam Group December 2008 - May 2009
Morgan Stanley August 1982 - July 2007
Education
Columbia University - Columbia Business School 1980 — 1982
Master of Business Administration (M.B.A.)
Case Western Reserve University School of Law 1976 — 1980
Juris Doctor (J.D.)
Rutgers University-New Brunswick 1972 — 1976
Bachelor's Degree, Biological and Physical Sciences
Self-employed Americas Chief Operating OfficerUBS Investment BankJuly 2010 - April 2011
PetroVietnam Group March 2009 - August 2010
PetroVietnam Group December 2008 - May 2009
Morgan Stanley August 1982 - July 2007
Education
Columbia University - Columbia Business School 1980 — 1982
Master of Business Administration (M.B.A.)
Case Western Reserve University School of Law 1976 — 1980
Juris Doctor (J.D.)
Rutgers University-New Brunswick 1972 — 1976
Bachelor's Degree, Biological and Physical Sciences
Eric Whipple's Morgan Stanley Experience January 2012 - March 2013
Job Associate Vice President Investements at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Morgan Stanley January 2012 - March 2013
Smith Barney Brokerage Firm March 2007 - January 2013
ZF TRW January 2002 - March 2007
Education
Central Michigan University 1991 — 1996
Bachelor of Science (B.S.), Economics
Wells Fargo Advisors March 2013 - Present
Morgan Stanley January 2012 - March 2013
Smith Barney Brokerage Firm March 2007 - January 2013
ZF TRW January 2002 - March 2007
Education
Central Michigan University 1991 — 1996
Bachelor of Science (B.S.), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS