Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Mindy Manes Mindy Manes's Morgan Stanley Experience January 2003 - April 2005
Job Chief Operating Officer
Industry Executive Office
Experience
Edison Awards and Edison Universe. January 2007 - Present
Overland Park Police Department 2015 - 2015
Overland Park Police Department 2015 - 2015
Lumen Touch August 2013 - June 2014
Johnson County Community College April 2005 - August 2013
Morgan Stanley January 2003 - April 2005
Custom Energy, LLC October 2002 - December 2002
Choice Products Group January 1994 - December 2002
Johnson County Library January 1996 - October 1996
Hallmark Cards May 1990 - January 1994
Skills
Community Emergency..., Strategic Partnerships, Editing, Training, Public Speaking, Program Management, Higher Education, Sales, Event Management, Fundraising, Program Development, PowerPoint, Leadership, Event Planning, Entrepreneurship, Customer Service, Microsoft Office, Teaching, Access, Microsoft Excel, Research, Microsoft Word, Strategy, Strategic Planning, Public Relations, Social Media, Time Management
Education
University of Kansas 2011 — 2013
Fort Hays State University 2011 — 2011
Grant Writing Certification
Emporia State University 1993 — 1994
Postgraduate work
The University of Texas at Austin 1985 — 1987
B.S.
The University of Texas at Austin 1985 — 1987
B.A.
Amarillo College 1980 — 1983
Certificate of Completion
RRHS
Edison Awards and Edison Universe. January 2007 - Present
Overland Park Police Department 2015 - 2015
Overland Park Police Department 2015 - 2015
Lumen Touch August 2013 - June 2014
Johnson County Community College April 2005 - August 2013
Morgan Stanley January 2003 - April 2005
Custom Energy, LLC October 2002 - December 2002
Choice Products Group January 1994 - December 2002
Johnson County Library January 1996 - October 1996
Hallmark Cards May 1990 - January 1994
Skills
Community Emergency..., Strategic Partnerships, Editing, Training, Public Speaking, Program Management, Higher Education, Sales, Event Management, Fundraising, Program Development, PowerPoint, Leadership, Event Planning, Entrepreneurship, Customer Service, Microsoft Office, Teaching, Access, Microsoft Excel, Research, Microsoft Word, Strategy, Strategic Planning, Public Relations, Social Media, Time Management
Education
University of Kansas 2011 — 2013
Fort Hays State University 2011 — 2011
Grant Writing Certification
Emporia State University 1993 — 1994
Postgraduate work
The University of Texas at Austin 1985 — 1987
B.S.
The University of Texas at Austin 1985 — 1987
B.A.
Amarillo College 1980 — 1983
Certificate of Completion
RRHS
Nailah Davidson Nailah Davidson's Morgan Stanley Experience May 2015 - Present
Job Associate for Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Morgan Stanley Wealth Management February 2012 - May 2015
Skills
Leadership, Teamwork, Tutoring, Proofreading, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Research, Public Speaking, Event Planning, Sales, Fundraising, Social Media, Community Outreach, Nonprofits
Education
Lincoln University 2007 — 2011
BA in Political Science, Political Science and International Relations
Amberton University
Master of Business Administration (MBA), Strategic Leadership
Morgan Stanley May 2015 - Present
Morgan Stanley Wealth Management February 2012 - May 2015
Skills
Leadership, Teamwork, Tutoring, Proofreading, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Research, Public Speaking, Event Planning, Sales, Fundraising, Social Media, Community Outreach, Nonprofits
Education
Lincoln University 2007 — 2011
BA in Political Science, Political Science and International Relations
Amberton University
Master of Business Administration (MBA), Strategic Leadership
Fritz Batroni Fritz Batroni's Morgan Stanley Experience May 2010 - August 2011
Job Internet Systems Engineer/Developer at Gerson Lehrman Group
Industry Computer Networking
Experience
Gerson Lehrman Group 2012 - Present
Quarksoft, LLC December 2011 - November 2012
Gerson Lehrman Group 2012 - 2012
PetCareRx August 2011 - November 2011
Morgan Stanley May 2010 - August 2011
JetBlue Airways February 2009 - June 2010
Fortunoff February 2007 - February 2009
Medical Liabilty Mutual Insurance Company 2005 - 2007
Skills
Microsoft SQL Server, SDLC, Perl, Agile Methodologies, Web Services, Cloud Computing, Disaster Recovery, Troubleshooting, ITIL, Ruby, Sinatra, Ruby on Rails, Windows Server, .NET, JavaScript, IT Strategy, APIs, Windows, IIS, SQL, Enterprise Architecture, Python, VMware, Virtualization, Servers, TCP/IP, Software Development, Software Engineering, Linux, Web Development, Leadership, Open Source, MongoDB
Education
SUNY Oswego
Master of Business Administration (MBA) - In Progress, Business Administration and Management, General
American InterContinental University
Bachelor's degree, Information Technology
Baldwin Senior High School
Gerson Lehrman Group 2012 - Present
Quarksoft, LLC December 2011 - November 2012
Gerson Lehrman Group 2012 - 2012
PetCareRx August 2011 - November 2011
Morgan Stanley May 2010 - August 2011
JetBlue Airways February 2009 - June 2010
Fortunoff February 2007 - February 2009
Medical Liabilty Mutual Insurance Company 2005 - 2007
Skills
Microsoft SQL Server, SDLC, Perl, Agile Methodologies, Web Services, Cloud Computing, Disaster Recovery, Troubleshooting, ITIL, Ruby, Sinatra, Ruby on Rails, Windows Server, .NET, JavaScript, IT Strategy, APIs, Windows, IIS, SQL, Enterprise Architecture, Python, VMware, Virtualization, Servers, TCP/IP, Software Development, Software Engineering, Linux, Web Development, Leadership, Open Source, MongoDB
Education
SUNY Oswego
Master of Business Administration (MBA) - In Progress, Business Administration and Management, General
American InterContinental University
Bachelor's degree, Information Technology
Baldwin Senior High School
Patricia Rademaker Patricia Rademaker's Morgan Stanley Experience August 1986 - January 2007
Job Parent Coordinator at Harlem Children's Zone
Industry Nonprofit Organization Management
Experience
Harlem Children's Zone August 2012 - Present
Morgan Stanley August 1986 - January 2007
Skills
Teaching, Microsoft Office, Data Entry, Event Planning, Non-profits, Microsoft Excel, Nonprofits, Volunteer Management, Research, Public Speaking, Program Development, PowerPoint, Community Outreach, Legal Research
Education
Allen School-Brooklyn 2004 — 2005
Certificate, Medical/Clinical Assistant
Sarah J. Hale 1973 — 1975
HS Diploma, Cosmetology/Cosmetologist, General, 12
Harlem Children's Zone August 2012 - Present
Morgan Stanley August 1986 - January 2007
Skills
Teaching, Microsoft Office, Data Entry, Event Planning, Non-profits, Microsoft Excel, Nonprofits, Volunteer Management, Research, Public Speaking, Program Development, PowerPoint, Community Outreach, Legal Research
Education
Allen School-Brooklyn 2004 — 2005
Certificate, Medical/Clinical Assistant
Sarah J. Hale 1973 — 1975
HS Diploma, Cosmetology/Cosmetologist, General, 12
Donna Frystak Donna Frystak's Morgan Stanley Experience April 2004 - April 2013
Job Senior Registered Client Associate Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2013 - Present
Morgan Stanley April 2004 - April 2013
State Farm April 1999 - April 2004
Skills
Securities, Uniform Combined State..., Fixed Income, Equities, Wealth Management, Retirement Planning, Mutual Funds, Investments, Portfolio Management, FINRA, Asset Allocation, Series 7, Life Insurance, Customer Service
Education
Algonquin College of Applied Arts and Technology
Cegep de L'Outaouais
Wells Fargo Advisors, LLC April 2013 - Present
Morgan Stanley April 2004 - April 2013
State Farm April 1999 - April 2004
Skills
Securities, Uniform Combined State..., Fixed Income, Equities, Wealth Management, Retirement Planning, Mutual Funds, Investments, Portfolio Management, FINRA, Asset Allocation, Series 7, Life Insurance, Customer Service
Education
Algonquin College of Applied Arts and Technology
Cegep de L'Outaouais
Robyn Moss Robyn Moss's Morgan Stanley Experience January 2011 - April 2012
Job Investment Analyst at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company June 2014 - Present
USC Marshall School of Business August 2012 - May 2014
Toyota Motor Sales May 2013 - August 2013
Morgan Stanley January 2011 - April 2012
Morgan Stanley September 2010 - January 2011
Marsh July 2008 - September 2010
Renee Croce & Associates January 2008 - May 2008
Wachovia Securities, LLC August 2007 - December 2007
USC Athletic Department January 2006 - December 2007
Capital Campaigns June 2007 - August 2007
Skills
Data Analysis, Project Management, Strategic Planning, Event Planning, Research, Management, Financial Analysis, Financial Modeling, Digital Marketing, Leadership, Management Consulting, Risk Management, Market Research, Strategy, Marketing, Business Strategy, Finance, Cross-functional Team...
Education
USC Marshall School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California 2004 — 2007
BA, Political Science, Business Law
American University 2005 — 2005
Summer Congressional Intern Program
University of California, Los Angeles 2003 — 2004
Flintridge Sacred Heart Academy 1999 — 2003
Whittier Trust Company June 2014 - Present
USC Marshall School of Business August 2012 - May 2014
Toyota Motor Sales May 2013 - August 2013
Morgan Stanley January 2011 - April 2012
Morgan Stanley September 2010 - January 2011
Marsh July 2008 - September 2010
Renee Croce & Associates January 2008 - May 2008
Wachovia Securities, LLC August 2007 - December 2007
USC Athletic Department January 2006 - December 2007
Capital Campaigns June 2007 - August 2007
Skills
Data Analysis, Project Management, Strategic Planning, Event Planning, Research, Management, Financial Analysis, Financial Modeling, Digital Marketing, Leadership, Management Consulting, Risk Management, Market Research, Strategy, Marketing, Business Strategy, Finance, Cross-functional Team...
Education
USC Marshall School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California 2004 — 2007
BA, Political Science, Business Law
American University 2005 — 2005
Summer Congressional Intern Program
University of California, Los Angeles 2003 — 2004
Flintridge Sacred Heart Academy 1999 — 2003
Kate Hao Kate Hao's Morgan Stanley Experience December 2008 - December 2013
Job Founder at Happy Mango Inc.
Industry Financial Services
Experience
Happy Mango Inc. December 2013 - Present
Morgan Stanley December 2008 - December 2013
Morgan Stanley December 2006 - December 2008
Morgan Stanley September 2004 - December 2006
Morgan Stanley January 2002 - July 2002
Morgan Stanley January 2000 - December 2001
FASB January 1999 - December 1999
Skills
Capital Markets, Hedge Funds, Fixed Income, Financial Modeling, Derivatives, Equities, Investment Banking, Financial Analysis, Risk Management, Corporate Finance, Finance, Portfolio Management, Valuation, Funding
Education
Harvard Business School 2002 — 2004
MBA, Business Administration and Management, General
Albion College 1995 — 1998
Bachelor's degree, Accounting
Happy Mango Inc. December 2013 - Present
Morgan Stanley December 2008 - December 2013
Morgan Stanley December 2006 - December 2008
Morgan Stanley September 2004 - December 2006
Morgan Stanley January 2002 - July 2002
Morgan Stanley January 2000 - December 2001
FASB January 1999 - December 1999
Skills
Capital Markets, Hedge Funds, Fixed Income, Financial Modeling, Derivatives, Equities, Investment Banking, Financial Analysis, Risk Management, Corporate Finance, Finance, Portfolio Management, Valuation, Funding
Education
Harvard Business School 2002 — 2004
MBA, Business Administration and Management, General
Albion College 1995 — 1998
Bachelor's degree, Accounting
Bobbi Toole Bobbi Toole's Morgan Stanley Experience August 2010 - May 2011
Job Energy Services Rep for Enerpath
Industry Utilities
Experience
EnerPath 2013 - Present
Mutual of Omaha December 2011 - January 2013
Stafkings Healthcare May 2011 - November 2011
Morgan Stanley August 2010 - May 2011
Verizon Wireless October 2007 - August 2010
AT&T February 2000 - March 2005
Skills
Sales, Customer Service, Telecommunications, Energy Efficiency..., Retirement Planning, Fixed Annuities, Retirement, Series 7, 401k, Mutual Funds, 401k Rollovers, IRAs, Wealth Management, Strategic Financial..., series 66
Education
American Intercontinental University 2005 — 2005
Associate of Science (A.S.), Business Administration and Management, General, 3.5
EnerPath 2013 - Present
Mutual of Omaha December 2011 - January 2013
Stafkings Healthcare May 2011 - November 2011
Morgan Stanley August 2010 - May 2011
Verizon Wireless October 2007 - August 2010
AT&T February 2000 - March 2005
Skills
Sales, Customer Service, Telecommunications, Energy Efficiency..., Retirement Planning, Fixed Annuities, Retirement, Series 7, 401k, Mutual Funds, 401k Rollovers, IRAs, Wealth Management, Strategic Financial..., series 66
Education
American Intercontinental University 2005 — 2005
Associate of Science (A.S.), Business Administration and Management, General, 3.5
La Tonya Woodson, Ph.D. La Tonya Woodson, Ph.D.'s Morgan Stanley Experience July 2007 - March 2011
Job Experienced Professional in Leadership Development and Talent Management
Industry Banking
Experience
The Company Doctor January 2007 - Present
JPMorgan Chase August 2013 - March 2015
JPMorgan Chase March 2011 - August 2013
Morgan Stanley July 2007 - March 2011
JP Morgan Chase January 2005 - July 2007
TexasBank July 1998 - July 2004
Skills
Talent Management, Performance Management, Succession Planning, Organizational..., Leadership Development, Talent Acquisition, Onboarding, Employee Relations, Employee Engagement, Workforce Planning, Organizational..., Training Delivery, Internal Communications, Process Improvement, Conflict Resolution, Executive Coaching, Human Resources, Interviews, College Recruiting, Deferred Compensation, HR Policies, Employee Benefits, Workshop Facilitation, Team Building, Training, Change Management, HRIS, Career Development, Strategic Planning, Recruiting, Culture Change, New Hire Orientations, Coaching, Leadership, Employee Training, Organizational Design, Performance Improvement, Staff Development, Personnel Management, Management, Vendor Management, Resume Writing, Instructional Design, Applicant Tracking..., Management Consulting, HR Consulting, Program Management, Benefits Administration, Strategy, Hiring
Education
University of North Texas 2004 — 2013
PhD, Applied Technology, Performance Improvement, 3.9
Amberton University 1999 — 2001
Master of Science, Human Resources and Training & Development, 4.0
Texas Christian University 1993 — 1997
BS, Communication
High School for Finance and Communication Professions 1985 — 1989
Advanced Honors, Finance and Communication, 3.8
The Company Doctor January 2007 - Present
JPMorgan Chase August 2013 - March 2015
JPMorgan Chase March 2011 - August 2013
Morgan Stanley July 2007 - March 2011
JP Morgan Chase January 2005 - July 2007
TexasBank July 1998 - July 2004
Skills
Talent Management, Performance Management, Succession Planning, Organizational..., Leadership Development, Talent Acquisition, Onboarding, Employee Relations, Employee Engagement, Workforce Planning, Organizational..., Training Delivery, Internal Communications, Process Improvement, Conflict Resolution, Executive Coaching, Human Resources, Interviews, College Recruiting, Deferred Compensation, HR Policies, Employee Benefits, Workshop Facilitation, Team Building, Training, Change Management, HRIS, Career Development, Strategic Planning, Recruiting, Culture Change, New Hire Orientations, Coaching, Leadership, Employee Training, Organizational Design, Performance Improvement, Staff Development, Personnel Management, Management, Vendor Management, Resume Writing, Instructional Design, Applicant Tracking..., Management Consulting, HR Consulting, Program Management, Benefits Administration, Strategy, Hiring
Education
University of North Texas 2004 — 2013
PhD, Applied Technology, Performance Improvement, 3.9
Amberton University 1999 — 2001
Master of Science, Human Resources and Training & Development, 4.0
Texas Christian University 1993 — 1997
BS, Communication
High School for Finance and Communication Professions 1985 — 1989
Advanced Honors, Finance and Communication, 3.8
Christopher Whitlow Christopher Whitlow's Morgan Stanley Experience July 2001 - May 2006
Job Founder at Edukate.com
Industry Financial Services
Experience
edu(k)ate May 2013 - Present
UBS Wealth Management January 2008 - March 2013
Regent Crown Group, LLC May 2006 - January 2008
Morgan Stanley July 2001 - May 2006
Skills
Defined Benefit, Defined Contribution, Fiduciary, ERISA, RFP, Asset Allocation, Target Date Analysis, Plan Benchmarking, Asset Management, Portfolio Management, Financial Advisory, Retirement, Investment Management, Retirement Planning, Mutual Funds, Employee Benefits, Wealth
Education
American Musical and Dramatic Academy
College for Performing Arts
edu(k)ate May 2013 - Present
UBS Wealth Management January 2008 - March 2013
Regent Crown Group, LLC May 2006 - January 2008
Morgan Stanley July 2001 - May 2006
Skills
Defined Benefit, Defined Contribution, Fiduciary, ERISA, RFP, Asset Allocation, Target Date Analysis, Plan Benchmarking, Asset Management, Portfolio Management, Financial Advisory, Retirement, Investment Management, Retirement Planning, Mutual Funds, Employee Benefits, Wealth
Education
American Musical and Dramatic Academy
College for Performing Arts
Monika Petrova, MBA, PMP Monika Petrova, MBA, PMP's Morgan Stanley Experience September 2011 - December 2011
Job Business Analyst at City University of Seattle
Industry Management Consulting
Experience
City University of Seattle February 2015 - Present
City University of Seattle August 2014 - January 2015
Williams Helde Marketing Communications July 2014 - December 2014
City University of Seattle October 2012 - August 2014
L'Oréal June 2012 - September 2012
Noble House Hotels & Resorts June 2012 - September 2012
Morgan Stanley September 2011 - December 2011
Mutual of Omaha June 2011 - September 2011
UniCredit Bulbank June 2010 - September 2010
Skills
Teamwork, Economics, Corporate Finance, Market Research, Business Strategy, Project Management, Leadership, Team Leadership, Data Analysis, Microsoft Office, Marketing, Analysis, Business Analysis, Strategy, Management Consulting, Financial Analysis, Management, Business Planning, Customer Service, Change Management, Entrepreneurship, Competitive Analysis, Process Improvement, Program Management, Team Management, Business Development, Cross-functional Team..., Finance, Strategic Planning, Training, Research, Project Planning
Education
City University of Seattle 2012 — 2014
Master of Business Administration (MBA), Finance
University of Manchester - Manchester Business School 2008 — 2012
BSc International Management with American Business Studies
University of Washington 2010 — 2011
Business Administration and Management
City University of Seattle February 2015 - Present
City University of Seattle August 2014 - January 2015
Williams Helde Marketing Communications July 2014 - December 2014
City University of Seattle October 2012 - August 2014
L'Oréal June 2012 - September 2012
Noble House Hotels & Resorts June 2012 - September 2012
Morgan Stanley September 2011 - December 2011
Mutual of Omaha June 2011 - September 2011
UniCredit Bulbank June 2010 - September 2010
Skills
Teamwork, Economics, Corporate Finance, Market Research, Business Strategy, Project Management, Leadership, Team Leadership, Data Analysis, Microsoft Office, Marketing, Analysis, Business Analysis, Strategy, Management Consulting, Financial Analysis, Management, Business Planning, Customer Service, Change Management, Entrepreneurship, Competitive Analysis, Process Improvement, Program Management, Team Management, Business Development, Cross-functional Team..., Finance, Strategic Planning, Training, Research, Project Planning
Education
City University of Seattle 2012 — 2014
Master of Business Administration (MBA), Finance
University of Manchester - Manchester Business School 2008 — 2012
BSc International Management with American Business Studies
University of Washington 2010 — 2011
Business Administration and Management
Mary Anne Hecht Mary Anne Hecht's Morgan Stanley Experience June 2014 - Present
Job VP at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2014 - Present
City National Bank August 2011 - June 2014
HSBC Private Bank August 2005 - January 2010
Bank One September 2001 - December 2004
Skills
Portfolio Management, Corporate Finance, Investments, Financial Analysis, Credit, Bloomberg, Credit Risk, Hedge Funds, Mergers & Acquisitions, Due Diligence, Finance, Financial Risk, Securities, Loans, Commercial Banking, Bonds, Structured Products, Business Development
Education
American InterContinental University 2000 — 2004
MBA, Finance
University of Wisconsin-Madison 1982 — 1987
B.A., Foreign Languages
Morgan Stanley June 2014 - Present
City National Bank August 2011 - June 2014
HSBC Private Bank August 2005 - January 2010
Bank One September 2001 - December 2004
Skills
Portfolio Management, Corporate Finance, Investments, Financial Analysis, Credit, Bloomberg, Credit Risk, Hedge Funds, Mergers & Acquisitions, Due Diligence, Finance, Financial Risk, Securities, Loans, Commercial Banking, Bonds, Structured Products, Business Development
Education
American InterContinental University 2000 — 2004
MBA, Finance
University of Wisconsin-Madison 1982 — 1987
B.A., Foreign Languages
Brianna Bourque Brianna Bourque's Morgan Stanley Experience December 2012 - June 2013
Job Student at American University
Industry Information Technology and Services
Experience
Infinity Technology, LLC May 2014 - August 2014
Morgan Stanley December 2012 - June 2013
Fair Acres Summer June 2012 - August 2012
Dance Designs Dancers Company August 2011 - July 2012
Dance Designs September 2007 - July 2012
Hyannis Port Yacht Club August 2007 - January 2010
Hyannis Port Yacht Club Sailing Team August 2007 - January 2010
Skills
Social Media, Social Media Marketing, Twitter, LinkedIn, Facebook, Pinterest, Instagram, YouTube, Microsoft Office, Microsoft Excel, Microsoft Word, Writing, Creative Writing, Editing, PowerPoint, Leadership, Teamwork, Event Planning, Consulting
Education
American University 2012 — 2016
Bachelor's Degree, Business Administration - Information Systems and Technology, Senior
Sandwich High School
Infinity Technology, LLC May 2014 - August 2014
Morgan Stanley December 2012 - June 2013
Fair Acres Summer June 2012 - August 2012
Dance Designs Dancers Company August 2011 - July 2012
Dance Designs September 2007 - July 2012
Hyannis Port Yacht Club August 2007 - January 2010
Hyannis Port Yacht Club Sailing Team August 2007 - January 2010
Skills
Social Media, Social Media Marketing, Twitter, LinkedIn, Facebook, Pinterest, Instagram, YouTube, Microsoft Office, Microsoft Excel, Microsoft Word, Writing, Creative Writing, Editing, PowerPoint, Leadership, Teamwork, Event Planning, Consulting
Education
American University 2012 — 2016
Bachelor's Degree, Business Administration - Information Systems and Technology, Senior
Sandwich High School
Terry Swagerty Terry Swagerty's Morgan Stanley Experience June 2015 - Present
Job Complex Business Development Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
First Trust Portfolios October 2006 - September 2014
WM Group of Funds November 2005 - October 2006
SUN AMERICA ASSETT MANAGEMENT CO February 2005 - November 2005
WM Group of Funds September 2001 - February 2005
Informed Investors July 1999 - September 2001
Skills
Strategic Partnerships, Mutual Funds, Sales, Marketing, Finance, Series 7, Series 63, Variable Annuities, Alternative Investments, Banking, Asset Allocation, Investments, Market Planning, Securities, Wealth Management, Management, Business Development, Sales Management, Separately Managed..., 401k, Hedge Funds, Asset Management
Education
Golden Gate University 1996 — 1998
M.B.A, Finance
Ambassador University 1988 — 1992
B.S, Business Administration
Morgan Stanley June 2015 - Present
First Trust Portfolios October 2006 - September 2014
WM Group of Funds November 2005 - October 2006
SUN AMERICA ASSETT MANAGEMENT CO February 2005 - November 2005
WM Group of Funds September 2001 - February 2005
Informed Investors July 1999 - September 2001
Skills
Strategic Partnerships, Mutual Funds, Sales, Marketing, Finance, Series 7, Series 63, Variable Annuities, Alternative Investments, Banking, Asset Allocation, Investments, Market Planning, Securities, Wealth Management, Management, Business Development, Sales Management, Separately Managed..., 401k, Hedge Funds, Asset Management
Education
Golden Gate University 1996 — 1998
M.B.A, Finance
Ambassador University 1988 — 1992
B.S, Business Administration
Ahlam Ismail's Morgan Stanley Experience January 2014 - April 2014
Job Legal Specialist at FCI Federal
Industry Security and Investigations
Experience
FCi Federal January 2015 - Present
Morgan Stanley January 2014 - April 2014
Express Scripts July 2013 - October 2013
Advanced Technical Intelligence Center (ATIC) June 2013 - August 2013
Heinzerling Foundation May 2012 - August 2012
American Islamic Congress August 2011 - January 2012
Skills
Marketing Communications, Microsoft Office, Social Media, Analysis, Creative Writing, Typing, Customer Service, Bilingual, First Aid, Cpr Certified, Public Relations
Education
American University 2015 — 2015
Graduate Gateway Program, International Relations
Tiffin University 2010 — 2013
Bachelor's Degree, Government and National Security
American University 2011 — 2012
Washington Semester Program, Foriegn Policy, 4.0
FCi Federal January 2015 - Present
Morgan Stanley January 2014 - April 2014
Express Scripts July 2013 - October 2013
Advanced Technical Intelligence Center (ATIC) June 2013 - August 2013
Heinzerling Foundation May 2012 - August 2012
American Islamic Congress August 2011 - January 2012
Skills
Marketing Communications, Microsoft Office, Social Media, Analysis, Creative Writing, Typing, Customer Service, Bilingual, First Aid, Cpr Certified, Public Relations
Education
American University 2015 — 2015
Graduate Gateway Program, International Relations
Tiffin University 2010 — 2013
Bachelor's Degree, Government and National Security
American University 2011 — 2012
Washington Semester Program, Foriegn Policy, 4.0
Daniel Mustard's Morgan Stanley Experience June 2013 - March 2014
Job Project Management
Industry Information Technology and Services
Experience
Perrigo Company plc October 2014 - Present
Morgan Stanley June 2013 - March 2014
Hantz Group September 2012 - May 2013
UBS Wealth Management September 2011 - January 2012
Coca-Cola Enterprises June 2008 - September 2011
Williams Chevrolet January 2006 - June 2008
Skills
Strategic Financial..., Finance, Wealth Management, Wealth Management..., Investment Management, Financial Analysis, Portfolio Management, Economics, Microsoft Excel, Financial Modeling, Investments, Leadership, Retirement Planning, Data Analysis, Mutual Funds
Education
Albion College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Management
Albion College 2008 — 2012
Bachelor of Arts (B.A.), Economics & Management
Perrigo Company plc October 2014 - Present
Morgan Stanley June 2013 - March 2014
Hantz Group September 2012 - May 2013
UBS Wealth Management September 2011 - January 2012
Coca-Cola Enterprises June 2008 - September 2011
Williams Chevrolet January 2006 - June 2008
Skills
Strategic Financial..., Finance, Wealth Management, Wealth Management..., Investment Management, Financial Analysis, Portfolio Management, Economics, Microsoft Excel, Financial Modeling, Investments, Leadership, Retirement Planning, Data Analysis, Mutual Funds
Education
Albion College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Management
Albion College 2008 — 2012
Bachelor of Arts (B.A.), Economics & Management
Anthony Colombo Anthony Colombo's Morgan Stanley Experience April 2014 - June 2014
Job IT Security Analyst
Industry Information Technology and Services
Experience
Stanford Health Care May 2015 - Present
Morgan Stanley April 2014 - June 2014
UC Davis January 2013 - May 2014
Apple June 2010 - July 2011
Skills
Economics, Statistics, Data Analysis, Analysis, Training, Valuation, Microsoft Excel, Access, SAS, Accounting, Time Management, Finance, Portfolio Management, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Customer Service, Teamwork
Education
Santa Clara University 2014 — 2014
Certificate of Advanced Accountancy Proficiency, Accounting, 3.51
University of California, Davis 2012 — 2014
Bachelor of Science (BS), Managerial Economics, 3.81
American River College 2010 — 2012
General Transfer, 3.89
California State University-Sacramento 2009 — 2011
Business/Managerial Economics, 3.72
Sacramento Waldorf School
Sacramento Waldorf School
Stanford Health Care May 2015 - Present
Morgan Stanley April 2014 - June 2014
UC Davis January 2013 - May 2014
Apple June 2010 - July 2011
Skills
Economics, Statistics, Data Analysis, Analysis, Training, Valuation, Microsoft Excel, Access, SAS, Accounting, Time Management, Finance, Portfolio Management, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Customer Service, Teamwork
Education
Santa Clara University 2014 — 2014
Certificate of Advanced Accountancy Proficiency, Accounting, 3.51
University of California, Davis 2012 — 2014
Bachelor of Science (BS), Managerial Economics, 3.81
American River College 2010 — 2012
General Transfer, 3.89
California State University-Sacramento 2009 — 2011
Business/Managerial Economics, 3.72
Sacramento Waldorf School
Sacramento Waldorf School
Charles A Knox Charles A Knox's Morgan Stanley Experience May 2005 - October 2013
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
Morgan Stanley May 2005 - October 2013
FBI June 1971 - January 2000
Education
American University 1973 — 1975
Criminal Law
American University 1971 — 1973
Bachelor of Arts (B.A.), Criminal Law Administration
Ameriprise Financial Services, Inc. October 2013 - Present
Morgan Stanley May 2005 - October 2013
FBI June 1971 - January 2000
Education
American University 1973 — 1975
Criminal Law
American University 1971 — 1973
Bachelor of Arts (B.A.), Criminal Law Administration
Brett Moss Brett Moss's Morgan Stanley Experience September 2003 - May 2004
Job Manager, Strategic Partnerships (Partner Connect) at MRI Software LLC
Industry Computer Software
Experience
MRI Software LLC July 2014 - Present
MRI Software LLC July 2012 - June 2014
MRI Software LLC November 2010 - June 2012
Cuyahoga County January 2009 - May 2010
Moscarino & Treu, LLP June 2008 - January 2009
Great Point Capital, LLC August 2004 - August 2007
Morgan Stanley September 2003 - May 2004
PHH Arval June 2003 - August 2003
United States Senate January 2003 - June 2003
McDonald Investments (now KeyBanc Capital Markets) May 2001 - June 2001
Education
Cleveland State University - Cleveland-Marshall College of Law 2007 — 2010
Juris Doctor, Law
Denison University 2000 — 2004
B.A., Economics
American University 2003 — 2003
N/A, Washington Semester Program
MRI Software LLC July 2014 - Present
MRI Software LLC July 2012 - June 2014
MRI Software LLC November 2010 - June 2012
Cuyahoga County January 2009 - May 2010
Moscarino & Treu, LLP June 2008 - January 2009
Great Point Capital, LLC August 2004 - August 2007
Morgan Stanley September 2003 - May 2004
PHH Arval June 2003 - August 2003
United States Senate January 2003 - June 2003
McDonald Investments (now KeyBanc Capital Markets) May 2001 - June 2001
Education
Cleveland State University - Cleveland-Marshall College of Law 2007 — 2010
Juris Doctor, Law
Denison University 2000 — 2004
B.A., Economics
American University 2003 — 2003
N/A, Washington Semester Program
Eric Kwiatkowski Eric Kwiatkowski's Morgan Stanley Experience 2010 - 2011
Job Property Management and U.S. Federal Government
Industry Real Estate
Experience
EK Property Management 2012 - Present
Morgan Stanley 2010 - 2011
U.S. Department of State 2007 - 2008
U.S. Department of State 2005 - 2007
National Peace Corps Association 2002 - 2003
J.P. Morgan 2000 - 2001
Charles R. Blyth Fund 1997 - 2000
Skills
International Relations, Research, Program Management, Strategic Planning, Financial Modeling, Valuation, Finance, Marketing, Analysis, Business Strategy, Market Research, Investments, Entrepreneurship, Accounting, Strategy, Financial Analysis, Marketing Management, Due Diligence, Economics, Portfolio Management, Mergers & Acquisitions, Management Consulting, Corporate Finance, Asset Management, Market Analysis, Competitive Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2009
MBA, Finance and Marketing
Georgetown University 2003 — 2005
MS, International Affairs
Stanford University 1995 — 2000
BA, Economics and Spanish Literature
American University
American University
Shady Side Academy
Shady Side Academy
EK Property Management 2012 - Present
Morgan Stanley 2010 - 2011
U.S. Department of State 2007 - 2008
U.S. Department of State 2005 - 2007
National Peace Corps Association 2002 - 2003
J.P. Morgan 2000 - 2001
Charles R. Blyth Fund 1997 - 2000
Skills
International Relations, Research, Program Management, Strategic Planning, Financial Modeling, Valuation, Finance, Marketing, Analysis, Business Strategy, Market Research, Investments, Entrepreneurship, Accounting, Strategy, Financial Analysis, Marketing Management, Due Diligence, Economics, Portfolio Management, Mergers & Acquisitions, Management Consulting, Corporate Finance, Asset Management, Market Analysis, Competitive Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2009
MBA, Finance and Marketing
Georgetown University 2003 — 2005
MS, International Affairs
Stanford University 1995 — 2000
BA, Economics and Spanish Literature
American University
American University
Shady Side Academy
Shady Side Academy
Beth Crowell's Morgan Stanley Experience September 1995 - August 1997
Job Wilton Artisans
Industry Arts and Crafts
Experience
Wilton Artisans, Authentic Sea Glass and Coastal Inspired Jewelry 2010 - Present
NYSE Euronext July 2000 - August 2006
NYSE Euronext February 1999 - July 2000
Morgan Stanley September 1995 - August 1997
Skills
CRM, Business Development, Marketing, Strategic Planning, Social Media Marketing, Marketing Strategy, Sales, Finance, Analysis, Investments, E-commerce, Financial Services, Retail, Executive Search, Equities, Series 7
Education
Texas A&M University 1997 — 1998
Master of Business Administration (MBA), Marketing
American University 1990 — 1994
Bachelor's degree, International/Global Studies
Notre Dame Academy
Wilton Artisans, Authentic Sea Glass and Coastal Inspired Jewelry 2010 - Present
NYSE Euronext July 2000 - August 2006
NYSE Euronext February 1999 - July 2000
Morgan Stanley September 1995 - August 1997
Skills
CRM, Business Development, Marketing, Strategic Planning, Social Media Marketing, Marketing Strategy, Sales, Finance, Analysis, Investments, E-commerce, Financial Services, Retail, Executive Search, Equities, Series 7
Education
Texas A&M University 1997 — 1998
Master of Business Administration (MBA), Marketing
American University 1990 — 1994
Bachelor's degree, International/Global Studies
Notre Dame Academy
Ydania Matos's Morgan Stanley Experience 2000 - 2003
Job FIRST COAST GUARD DISTRICT BRIDGE BRANCH
Industry Government Relations
Experience
First Coast Guard District October 2015 - Present
DHS FEMA August 2011 - October 2015
First Coast Guard District October 2012 - September 2015
U.S. Coast Guard August 2012 - October 2012
US COAST GUARD ACADEMY July 2012 - July 2012
USCG Sector NY August 2003 - August 2011
Morgan Stanley 2000 - 2003
Skills
Customer Service, Microsoft Office, PowerPoint, Policy, Public Speaking, Microsoft Excel, Outlook, Research, Microsoft Word, Training, Management, Team Leadership, Interagency Coordination, Federal Government, Security Clearance, Operational Planning, Military Experience, Program Management, Emergency Management
Education
American Public University System 2008 — 2010
BACHELORS IN ARTS, CRIMINAL JUSTICE
AMERICAN MILITARY UNIVERSITY
MASTERS, EMERGENCY MANAGEMENT
First Coast Guard District October 2015 - Present
DHS FEMA August 2011 - October 2015
First Coast Guard District October 2012 - September 2015
U.S. Coast Guard August 2012 - October 2012
US COAST GUARD ACADEMY July 2012 - July 2012
USCG Sector NY August 2003 - August 2011
Morgan Stanley 2000 - 2003
Skills
Customer Service, Microsoft Office, PowerPoint, Policy, Public Speaking, Microsoft Excel, Outlook, Research, Microsoft Word, Training, Management, Team Leadership, Interagency Coordination, Federal Government, Security Clearance, Operational Planning, Military Experience, Program Management, Emergency Management
Education
American Public University System 2008 — 2010
BACHELORS IN ARTS, CRIMINAL JUSTICE
AMERICAN MILITARY UNIVERSITY
MASTERS, EMERGENCY MANAGEMENT
Laury (Haskamp) Cuddihy Laury (Haskamp) Cuddihy's Morgan Stanley Experience 1996 - 2000
Job Spine Surgeon at Mount Sinai Medical Center
Industry Hospital & Health Care
Experience
Princeton Healthcare System July 2011 - Present
Mount Sinai Medical Center December 2010 - Present
Mount Sinai Medical Center December 2010 - Present
Institute for Spine and Scoliosis July 2010 - Present
Shriners Hospitals for Children 2009 - Present
Montefiore Medical Center July 2004 - June 2009
Morgan Stanley 1996 - 2000
Skills
Orthopedics, Clinical Research, Spine, Healthcare, Hospitals, Healthcare Management, Medical Education, Medicine, Surgery, Pediatrics
Education
Albert Einstein College of Medicine of Yeshiva University 2000 — 2004
MD, Medicine
New York University, Stern School of Business 1988 — 2001
BS, Accounting, Finance
Princeton Healthcare System July 2011 - Present
Mount Sinai Medical Center December 2010 - Present
Mount Sinai Medical Center December 2010 - Present
Institute for Spine and Scoliosis July 2010 - Present
Shriners Hospitals for Children 2009 - Present
Montefiore Medical Center July 2004 - June 2009
Morgan Stanley 1996 - 2000
Skills
Orthopedics, Clinical Research, Spine, Healthcare, Hospitals, Healthcare Management, Medical Education, Medicine, Surgery, Pediatrics
Education
Albert Einstein College of Medicine of Yeshiva University 2000 — 2004
MD, Medicine
New York University, Stern School of Business 1988 — 2001
BS, Accounting, Finance
Azza Moussa Azza Moussa's Morgan Stanley Experience December 1988 - February 1999
Job Customer Care Director at Raymour & Flanigan Furniture Company
Industry Retail
Experience
Kane's Furniture November 2014 - Present
Raymour & Flanigan Furniture Company March 2012 - November 2014
Ashley Furniture HomeStore of Central New Jersey June 2004 - February 2012
Integrated Financial Services January 2002 - February 2004
Deutsche Bank February 1999 - December 2001
Morgan Stanley December 1988 - February 1999
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Research, PowerPoint, Customer Service, Microsoft Word, Data Analysis, Public Speaking, Analysis, Financial Modeling, Strategic Planning, Leadership, Training, Management, Customer Satisfaction
Education
Alexandria University 1974 — 1978
Bachelor of Arts (B.A.), Social Sevices
Alexandria University
Bachelor of Arts (BA), Social Work
Hudson County Community College
Certificate, Computer Application-Word Processing
Kane's Furniture November 2014 - Present
Raymour & Flanigan Furniture Company March 2012 - November 2014
Ashley Furniture HomeStore of Central New Jersey June 2004 - February 2012
Integrated Financial Services January 2002 - February 2004
Deutsche Bank February 1999 - December 2001
Morgan Stanley December 1988 - February 1999
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Research, PowerPoint, Customer Service, Microsoft Word, Data Analysis, Public Speaking, Analysis, Financial Modeling, Strategic Planning, Leadership, Training, Management, Customer Satisfaction
Education
Alexandria University 1974 — 1978
Bachelor of Arts (B.A.), Social Sevices
Alexandria University
Bachelor of Arts (BA), Social Work
Hudson County Community College
Certificate, Computer Application-Word Processing
David Haase's Morgan Stanley Experience February 2002 - February 2003
Job Director, eBook Technologies at Random House
Industry Publishing
Experience
Random House January 2012 - Present
Scholastic June 2011 - January 2012
Random House June 2006 - May 2011
Scholastic March 2003 - June 2006
Fisher-Price September 2004 - July 2005
Morgan Stanley February 2002 - February 2003
Sesame Workshop September 1997 - September 2001
Skills
Editorial, Publishing, Content Strategy, Content Development, Ebooks, XML, Management, Requirements Analysis, Publications, Magazines, Project Management, Software Documentation, Quality Assurance, Testing, Copy Editing
Education
The CUNY Graduate Center 2004 — 2008
PhD (Unfinished), Linguistics
Columbia University 1998 — 2000
Continuing Ed, C/C++ Programming and Computer Science
Michigan State University 1985 — 1989
BA, French Literature
Alliance Française, Paris 1987 — 1988
DL, DS, French Language and Literature
Alma College 1987 — 1988
French Literature
Random House January 2012 - Present
Scholastic June 2011 - January 2012
Random House June 2006 - May 2011
Scholastic March 2003 - June 2006
Fisher-Price September 2004 - July 2005
Morgan Stanley February 2002 - February 2003
Sesame Workshop September 1997 - September 2001
Skills
Editorial, Publishing, Content Strategy, Content Development, Ebooks, XML, Management, Requirements Analysis, Publications, Magazines, Project Management, Software Documentation, Quality Assurance, Testing, Copy Editing
Education
The CUNY Graduate Center 2004 — 2008
PhD (Unfinished), Linguistics
Columbia University 1998 — 2000
Continuing Ed, C/C++ Programming and Computer Science
Michigan State University 1985 — 1989
BA, French Literature
Alliance Française, Paris 1987 — 1988
DL, DS, French Language and Literature
Alma College 1987 — 1988
French Literature
Miho Nakamura's Morgan Stanley Experience June 2013 - August 2013
Job Product Manager at NTT America
Industry Information Technology and Services
Experience
NTT America November 2014 - Present
NTT America September 2014 - June 2015
YST Labo May 2014 - August 2014
ZenShin Capital May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
NTT Communications July 2010 - June 2012
NTT America June 2009 - July 2010
NTT April 2003 - May 2009
Skills
Cloud Computing, Data Mining, International Business, Big Data, Managed Hosting, Hosting, Strategic Partnerships, Project Planning, Business Planning, Procurement, Leadership, Business Process, Project Management, Product Management, Market Research, Business Strategy, Enterprise Software, Competitive Analysis, Telecommunications, Entrepreneurship
Education
University of Manchester - Manchester Business School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
University of Southern California - Marshall School of Business 2013 — 2013
MBA Exchange Student, Entrepreneurship, Venture Capital
The University of Tokyo 2001 — 2003
Master of Multidisciplinary Sciences, Astronomy
Keio University 1997 — 2001
BSc Theoretical Physics, Physics
NTT America November 2014 - Present
NTT America September 2014 - June 2015
YST Labo May 2014 - August 2014
ZenShin Capital May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
NTT Communications July 2010 - June 2012
NTT America June 2009 - July 2010
NTT April 2003 - May 2009
Skills
Cloud Computing, Data Mining, International Business, Big Data, Managed Hosting, Hosting, Strategic Partnerships, Project Planning, Business Planning, Procurement, Leadership, Business Process, Project Management, Product Management, Market Research, Business Strategy, Enterprise Software, Competitive Analysis, Telecommunications, Entrepreneurship
Education
University of Manchester - Manchester Business School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
University of Southern California - Marshall School of Business 2013 — 2013
MBA Exchange Student, Entrepreneurship, Venture Capital
The University of Tokyo 2001 — 2003
Master of Multidisciplinary Sciences, Astronomy
Keio University 1997 — 2001
BSc Theoretical Physics, Physics
Andrew Pipa's Morgan Stanley Experience February 1989 - October 2009
Job Trader
Industry Financial Services
Experience
ZMP Trading November 2009 - Present
Morgan Stanley February 1989 - October 2009
Skills
Equities, Derivatives, Trading, Options, Hedge Funds, Bloomberg, Alternative Investments, Equity Derivatives, Asset Managment, Capital Markets, Investments, Securities, Equity Trading
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance, Intl. Business
Albright College 1983 — 1986
BS, Business
ZMP Trading November 2009 - Present
Morgan Stanley February 1989 - October 2009
Skills
Equities, Derivatives, Trading, Options, Hedge Funds, Bloomberg, Alternative Investments, Equity Derivatives, Asset Managment, Capital Markets, Investments, Securities, Equity Trading
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance, Intl. Business
Albright College 1983 — 1986
BS, Business
David Patenge David Patenge's Morgan Stanley Experience 1984 - 1994
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones November 2012 - February 2014
Triumvirate Capital Management, LLC 2006 - 2008
Parker Global Strategies 2005 - 2006
Barkston Group, LLC 2002 - 2005
Horton International 1997 - 2002
Handy HRM Corporation 1996 - 1997
Morgan Stanley 1984 - 1994
Security Pacific Bank (Now Bank of America) 1981 - 1984
Allied Bank International 1976 - 1980
Central Intelligence Agency 1972 - 1974
Skills
Hedge Funds, Start-ups, Investment Banking, Asset Management, Portfolio Management, Research, Microsoft Office, Asset Managment, Investor Relations, Wealth Management, Fund Of Funds, Emerging Markets, Credit Risk, Marketing, Relationship Management, Overseas Experience, Institutional Selling, Financial Markets, Capital Markets, Mutual Funds, Series 7, Series 66, Investment Advisory, Retirement Planning, Saving for Education, Personal Financial..., Executive Search, Securities, Investments
Education
Thunderbird School of Global Management 1975 — 1975
Master of Business Administration (M.B.A.)
University of Michigan 1970 — 1971
Master's Degree
Michigan State University 1966 — 1968
Bachelor's Degree
Albion College 1964 — 1966
Edward Jones November 2012 - February 2014
Triumvirate Capital Management, LLC 2006 - 2008
Parker Global Strategies 2005 - 2006
Barkston Group, LLC 2002 - 2005
Horton International 1997 - 2002
Handy HRM Corporation 1996 - 1997
Morgan Stanley 1984 - 1994
Security Pacific Bank (Now Bank of America) 1981 - 1984
Allied Bank International 1976 - 1980
Central Intelligence Agency 1972 - 1974
Skills
Hedge Funds, Start-ups, Investment Banking, Asset Management, Portfolio Management, Research, Microsoft Office, Asset Managment, Investor Relations, Wealth Management, Fund Of Funds, Emerging Markets, Credit Risk, Marketing, Relationship Management, Overseas Experience, Institutional Selling, Financial Markets, Capital Markets, Mutual Funds, Series 7, Series 66, Investment Advisory, Retirement Planning, Saving for Education, Personal Financial..., Executive Search, Securities, Investments
Education
Thunderbird School of Global Management 1975 — 1975
Master of Business Administration (M.B.A.)
University of Michigan 1970 — 1971
Master's Degree
Michigan State University 1966 — 1968
Bachelor's Degree
Albion College 1964 — 1966
Nkechi Iroh, MBA Nkechi Iroh, MBA's Morgan Stanley Experience July 2006 - July 2007
Job Operations Section Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2012 - Present
BNY Mellon March 2008 - May 2012
Brown Brothers Harriman November 2007 - February 2008
Morgan Stanley July 2006 - July 2007
Digital Market Research, Inc February 2006 - June 2006
Skills
Securities, Financial Services, Bloomberg, Loans, Finance, Relationship Management, Bonds, Investment Banking, Corporate Finance
Education
Florida Institute of Technology 2012 — 2015
MBA, Management
Alfred University 2001 — 2005
Bachelor of Science, Business Administration/Economics
BNY Mellon May 2012 - Present
BNY Mellon March 2008 - May 2012
Brown Brothers Harriman November 2007 - February 2008
Morgan Stanley July 2006 - July 2007
Digital Market Research, Inc February 2006 - June 2006
Skills
Securities, Financial Services, Bloomberg, Loans, Finance, Relationship Management, Bonds, Investment Banking, Corporate Finance
Education
Florida Institute of Technology 2012 — 2015
MBA, Management
Alfred University 2001 — 2005
Bachelor of Science, Business Administration/Economics
Tabitha Vanderbeck's Morgan Stanley Experience November 2013 - January 2014
Job Customer Service Specialist
Industry Retail
Experience
R-V Industries, Inc. June 2015 - Present
Boscov's Contact Center October 2014 - June 2015
Interstate Container February 2014 - July 2014
Morgan Stanley November 2013 - January 2014
Wells Fargo Home Mortgage September 2012 - November 2013
Wells Fargo October 2011 - September 2012
Reading Hospital March 2008 - October 2011
Kidzone Leader May 2002 - February 2008
2006-2007 May 2006 - November 2007
Weichert Realtors Professional Partners October 2006 - March 2007
Skills
Public Relations, Customer Service, Microsoft Office, Leadership, Marketing, Marketing Strategy, PowerPoint, Real Estate, Sales
Education
Alvernia College 2009 — 2011
Bachelors, Accounting and Finance
School name: 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Reading Area Community College 2004 — 2008
Associates, General Studies
High Point Baptist Academy
R-V Industries, Inc. June 2015 - Present
Boscov's Contact Center October 2014 - June 2015
Interstate Container February 2014 - July 2014
Morgan Stanley November 2013 - January 2014
Wells Fargo Home Mortgage September 2012 - November 2013
Wells Fargo October 2011 - September 2012
Reading Hospital March 2008 - October 2011
Kidzone Leader May 2002 - February 2008
2006-2007 May 2006 - November 2007
Weichert Realtors Professional Partners October 2006 - March 2007
Skills
Public Relations, Customer Service, Microsoft Office, Leadership, Marketing, Marketing Strategy, PowerPoint, Real Estate, Sales
Education
Alvernia College 2009 — 2011
Bachelors, Accounting and Finance
School name: 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Reading Area Community College 2004 — 2008
Associates, General Studies
High Point Baptist Academy
Bruce Crystal Bruce Crystal's Morgan Stanley Experience 1985 - 1996
Job Managing Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman August 1996 - Present
Lehman Brothers 1996 - 2008
Morgan Stanley 1985 - 1996
Salomon Brothers 1978 - 1982
Weeden & Co. 1977 - 1978
Skills
Hedge Funds, Alternative Investments, Equities, Investment Banking, Private Equity, Capital Markets, Emerging Markets, Valuation, Asset Management, Venture Capital, Fixed Income, Portfolio Management, Investments
Education
American University 1974 — 1976
MBA, Finance and Marketing
Colgate University 1970 — 1974
BA, Economics
Neuberger Berman August 1996 - Present
Lehman Brothers 1996 - 2008
Morgan Stanley 1985 - 1996
Salomon Brothers 1978 - 1982
Weeden & Co. 1977 - 1978
Skills
Hedge Funds, Alternative Investments, Equities, Investment Banking, Private Equity, Capital Markets, Emerging Markets, Valuation, Asset Management, Venture Capital, Fixed Income, Portfolio Management, Investments
Education
American University 1974 — 1976
MBA, Finance and Marketing
Colgate University 1970 — 1974
BA, Economics
Fabrice Dufour Fabrice Dufour's Morgan Stanley Experience September 2011 - July 2012
Job Premier Service Center / National Branch Operations
Industry Computer Software
Experience
Morgan Stanley Wealth Management December 2012 - Present
Dufour Appraisals March 2012 - November 2012
Morgan Stanley September 2011 - July 2012
Concentrix August 2011 - June 2012
O.S. Driver October 2007 - September 2011
Cornish Manor Restaurant June 2004 - June 2005
Skills
Coaching, Sales, Customer Satisfaction, Training, Customer Service, Quality Control, Real Estate, Sales Operations, New Business Development, Management, Negotiation, Business Development, Employee Training, Leadership, Marketing, Program Management, Sales Process, Salesforce.com, Team Building
Education
Allied American University 2012 — 2012
Real Estate Appraising
Fairmont State University 1998 — 2000
Food Service Business Management, Food Service
Southern Garrett High School 1992 — 1995
Morgan Stanley Wealth Management December 2012 - Present
Dufour Appraisals March 2012 - November 2012
Morgan Stanley September 2011 - July 2012
Concentrix August 2011 - June 2012
O.S. Driver October 2007 - September 2011
Cornish Manor Restaurant June 2004 - June 2005
Skills
Coaching, Sales, Customer Satisfaction, Training, Customer Service, Quality Control, Real Estate, Sales Operations, New Business Development, Management, Negotiation, Business Development, Employee Training, Leadership, Marketing, Program Management, Sales Process, Salesforce.com, Team Building
Education
Allied American University 2012 — 2012
Real Estate Appraising
Fairmont State University 1998 — 2000
Food Service Business Management, Food Service
Southern Garrett High School 1992 — 1995
Donald Lee Donald Lee's Morgan Stanley Experience January 2003 - June 2005
Job Data Center Management Team at NFCU
Industry Information Technology and Services
Experience
Navy Federal Credit Union November 2013 - Present
Capital One December 2010 - November 2013
Catalyst Health Solutions August 2007 - December 2010
Unisys January 2006 - August 2007
Morgan Stanley January 2003 - June 2005
Morgan Stanley May 1999 - December 2002
American International Group (AIG) March 1992 - April 1999
Carteret Savings Bank June 1990 - March 1992
Salomon Brothers Inc April 1986 - May 1990
Public Service Electric & Gas September 1982 - April 1986
Skills
Data Center, Vendor Management, Disaster Recovery, Application Development, Process Improvement, IT Management, Change Management, Business Continuity, Team Building, Help Desk Support, Software Development, Security, IT Service Management, IT Operations, Unix, Infrastructure, Business Process..., Information Technology, Project Management, Program Management, IT Strategy, Management, Enterprise Architecture, Integration, Testing, ITIL, Leadership, SDLC
Education
American Public University System 2011 — 2015
Business Administration and Infomation Technology Management
Essex County College 1984 — 1984
Computer Science
U.S. Army Signal School 1978 — 1979
Attained diploma, Computer Operations
Neptune Senior High School 1974 — 1978
high school diploma, College Prep
Navy Federal Credit Union November 2013 - Present
Capital One December 2010 - November 2013
Catalyst Health Solutions August 2007 - December 2010
Unisys January 2006 - August 2007
Morgan Stanley January 2003 - June 2005
Morgan Stanley May 1999 - December 2002
American International Group (AIG) March 1992 - April 1999
Carteret Savings Bank June 1990 - March 1992
Salomon Brothers Inc April 1986 - May 1990
Public Service Electric & Gas September 1982 - April 1986
Skills
Data Center, Vendor Management, Disaster Recovery, Application Development, Process Improvement, IT Management, Change Management, Business Continuity, Team Building, Help Desk Support, Software Development, Security, IT Service Management, IT Operations, Unix, Infrastructure, Business Process..., Information Technology, Project Management, Program Management, IT Strategy, Management, Enterprise Architecture, Integration, Testing, ITIL, Leadership, SDLC
Education
American Public University System 2011 — 2015
Business Administration and Infomation Technology Management
Essex County College 1984 — 1984
Computer Science
U.S. Army Signal School 1978 — 1979
Attained diploma, Computer Operations
Neptune Senior High School 1974 — 1978
high school diploma, College Prep
Regina Nicholson Regina Nicholson's Morgan Stanley Experience April 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Transamerica Financial Advisors, Inc. December 2012 - April 2014
Morgan Stanley Wealth Management July 2011 - January 2012
Morgan Stanley Wealth Management February 2009 - July 2011
Morgan Stanley Wealth Management January 2007 - February 2009
Digital Federal Credit Union March 2004 - February 2006
Skills
Customer Service, Banking, Typing, Microsoft Office, Microsoft Word, Microsoft Excel, Multi Tasking, Customer Satisfaction, Customer Experience, Outlook, Software Documentation, Training, PowerPoint, Access, Teamwork, Data Entry, Leadership, Process Improvement, Time Management, Call Centers, Troubleshooting
Education
American InterContinental University 2003 — 2004
Fashion/Apparel Design
Whitmer High School 1998 — 2002
Diploma, General Studies
Morgan Stanley April 2014 - Present
Transamerica Financial Advisors, Inc. December 2012 - April 2014
Morgan Stanley Wealth Management July 2011 - January 2012
Morgan Stanley Wealth Management February 2009 - July 2011
Morgan Stanley Wealth Management January 2007 - February 2009
Digital Federal Credit Union March 2004 - February 2006
Skills
Customer Service, Banking, Typing, Microsoft Office, Microsoft Word, Microsoft Excel, Multi Tasking, Customer Satisfaction, Customer Experience, Outlook, Software Documentation, Training, PowerPoint, Access, Teamwork, Data Entry, Leadership, Process Improvement, Time Management, Call Centers, Troubleshooting
Education
American InterContinental University 2003 — 2004
Fashion/Apparel Design
Whitmer High School 1998 — 2002
Diploma, General Studies
Ayesha Gordon Ayesha Gordon's Morgan Stanley Experience September 1999 - April 2000
Job Executive Assistant
Industry Investment Banking
Experience
UBS Investment Bank July 2011 - May 2012
Credit Suisse October 2005 - December 2008
Lehman Brothers April 2004 - November 2004
Warburg Pincus June 2002 - January 2004
Deloitte & Touche August 2000 - March 2002
Morgan Stanley September 1999 - April 2000
Skills
Event Planning, Event Management, Microsoft Excel, Fundraising, Management, Leadership, PowerPoint, Time Management, Mergers & Acquisitions, Social Networking, Research, Business Development, Budgets, Project Planning, Negotiation, Microsoft Office, Customer Service, Human Resources
Education
New York University 2010 — 2011
Investor Relations & Meeting, Conference, and Event Management
American InterContinental University 2005 — 2010
BA, Business Administration/Organizational Psychology
City University of New York-Brooklyn College 1995 — 1999
BA, Psychology
The Priory School 1991 — 1993
Law Office of Richard Wright
Certificate, Paralegal Studies
UBS Investment Bank July 2011 - May 2012
Credit Suisse October 2005 - December 2008
Lehman Brothers April 2004 - November 2004
Warburg Pincus June 2002 - January 2004
Deloitte & Touche August 2000 - March 2002
Morgan Stanley September 1999 - April 2000
Skills
Event Planning, Event Management, Microsoft Excel, Fundraising, Management, Leadership, PowerPoint, Time Management, Mergers & Acquisitions, Social Networking, Research, Business Development, Budgets, Project Planning, Negotiation, Microsoft Office, Customer Service, Human Resources
Education
New York University 2010 — 2011
Investor Relations & Meeting, Conference, and Event Management
American InterContinental University 2005 — 2010
BA, Business Administration/Organizational Psychology
City University of New York-Brooklyn College 1995 — 1999
BA, Psychology
The Priory School 1991 — 1993
Law Office of Richard Wright
Certificate, Paralegal Studies
Justin Bridges Justin Bridges's Morgan Stanley Experience January 2005 - April 2007
Job Fashion & Lifestyle Photographer
Industry Photography
Experience
Justin Bridges Photography March 2013 - Present
TuckedStyle.com September 2010 - Present
Tucked LLC July 2010 - Present
Williamson PR & Showroom July 2012 - November 2012
Saks Fifth Avenue February 2011 - June 2012
J.Crew October 2010 - January 2011
Goldman Sachs July 2008 - October 2010
Merrill Lynch June 2007 - August 2007
Morgan Stanley January 2005 - April 2007
Macy's 2005 - 2007
Skills
Digital photography, Fashion writing, Stylist, Personal Styling, Fashion, Marketing, Social Media, Digital Photography, Fashion Writing, Social Networking, Creative Direction, Management, Merchandising, Styling, Leadership, Blogging, Social Media Marketing, Retail, Licensing, Sales, Photography, Advertising, Series 7, Brand Development, Fashion Design
Education
American University 2004 — 2008
Finance, Economics
American University - Kogod School of Business 2004 — 2008
BSBA, Finance, Economics
Justin Bridges Photography March 2013 - Present
TuckedStyle.com September 2010 - Present
Tucked LLC July 2010 - Present
Williamson PR & Showroom July 2012 - November 2012
Saks Fifth Avenue February 2011 - June 2012
J.Crew October 2010 - January 2011
Goldman Sachs July 2008 - October 2010
Merrill Lynch June 2007 - August 2007
Morgan Stanley January 2005 - April 2007
Macy's 2005 - 2007
Skills
Digital photography, Fashion writing, Stylist, Personal Styling, Fashion, Marketing, Social Media, Digital Photography, Fashion Writing, Social Networking, Creative Direction, Management, Merchandising, Styling, Leadership, Blogging, Social Media Marketing, Retail, Licensing, Sales, Photography, Advertising, Series 7, Brand Development, Fashion Design
Education
American University 2004 — 2008
Finance, Economics
American University - Kogod School of Business 2004 — 2008
BSBA, Finance, Economics
Phuong Vang Phuong Vang's Morgan Stanley Experience June 2014 - August 2014
Job Manhattan College Campus Representative at Roger CPA Review
Industry Financial Services
Experience
Fordham Bedford Housing Corporation July 2013 - Present
Morgan Stanley June 2014 - August 2014
Roger CPA Review September 2013 - May 2014
Manhattan College February 2012 - June 2013
UBS September 2012 - December 2012
Vietinbank June 2012 - July 2012
The Rockwell Financial Group, Inc. February 2012 - March 2012
Manhattan College September 2011 - February 2012
Skills
Data Analysis, Public Speaking, Time Management, Fundraising, Microsoft Excel, Bloomberg Terminal, Teamwork, Social Networking, Teaching, Access, Microsoft Word, Social Media, Customer Service, Higher Education, Microsoft Office, PowerPoint, Research, Financial Analysis, Leadership, Facebook, Vietnamese, Accounting, Outlook, Management, Finance, Community Outreach, Life Insurance
Education
Manhattan College 2010 — 2013
Bachelor of Science, Accounting and Finance, 3.83
Albright College 2009 — 2010
Fordham Bedford Housing Corporation July 2013 - Present
Morgan Stanley June 2014 - August 2014
Roger CPA Review September 2013 - May 2014
Manhattan College February 2012 - June 2013
UBS September 2012 - December 2012
Vietinbank June 2012 - July 2012
The Rockwell Financial Group, Inc. February 2012 - March 2012
Manhattan College September 2011 - February 2012
Skills
Data Analysis, Public Speaking, Time Management, Fundraising, Microsoft Excel, Bloomberg Terminal, Teamwork, Social Networking, Teaching, Access, Microsoft Word, Social Media, Customer Service, Higher Education, Microsoft Office, PowerPoint, Research, Financial Analysis, Leadership, Facebook, Vietnamese, Accounting, Outlook, Management, Finance, Community Outreach, Life Insurance
Education
Manhattan College 2010 — 2013
Bachelor of Science, Accounting and Finance, 3.83
Albright College 2009 — 2010
Matthew Alfieri Matthew Alfieri's Morgan Stanley Experience January 2007 - February 2009
Job Business Owner at MDA PROPERTY HOLDINGS, LLC
Industry Investment Management
Experience
MDA Property Holdings, LLC February 2009 - Present
Morgan Stanley January 2007 - February 2009
Xerox Corporation 1987 - 2007
Education
Rochester Institute of Technology 1978 — 1980
Master of Science (MS), Management Information Systems, General
Alfred State College - SUNY College of Technology
Computer Science
MDA Property Holdings, LLC February 2009 - Present
Morgan Stanley January 2007 - February 2009
Xerox Corporation 1987 - 2007
Education
Rochester Institute of Technology 1978 — 1980
Master of Science (MS), Management Information Systems, General
Alfred State College - SUNY College of Technology
Computer Science
Christine Peregoy Waters Christine Peregoy Waters's Morgan Stanley Experience March 2010 - June 2010
Job Investment Compliance Manager at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price January 2015 - Present
T. Rowe Price September 2010 - December 2014
Morgan Stanley March 2010 - June 2010
Legg Mason Capital Management July 2009 - February 2010
Legg Mason Capital Management October 2008 - July 2009
Legg Mason Capital Management October 2007 - October 2008
Legg Mason Capital Management March 2007 - September 2007
Legg Mason Capital Management January 2005 - March 2007
Cambridge Associates June 2003 - December 2004
Skills
Charles River IMS, MacGregor, Merrin, XIP, Business Objects, Portia, Bloomberg, Employee Relations, FINRA
Education
Gettysburg College 1999 — 2003
Management
American University 2002 — 2002
Washington Semester - International Business & Trade
T. Rowe Price January 2015 - Present
T. Rowe Price September 2010 - December 2014
Morgan Stanley March 2010 - June 2010
Legg Mason Capital Management July 2009 - February 2010
Legg Mason Capital Management October 2008 - July 2009
Legg Mason Capital Management October 2007 - October 2008
Legg Mason Capital Management March 2007 - September 2007
Legg Mason Capital Management January 2005 - March 2007
Cambridge Associates June 2003 - December 2004
Skills
Charles River IMS, MacGregor, Merrin, XIP, Business Objects, Portia, Bloomberg, Employee Relations, FINRA
Education
Gettysburg College 1999 — 2003
Management
American University 2002 — 2002
Washington Semester - International Business & Trade
Abby Machanic Abby Machanic's Morgan Stanley Experience April 2008 - January 2013
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley April 2008 - January 2013
Bear Stearns 2006 - April 2008
Education
American University 2001 — 2005
Bachelors of Arts, International Relations - International Communications
Morgan Stanley April 2008 - January 2013
Bear Stearns 2006 - April 2008
Education
American University 2001 — 2005
Bachelors of Arts, International Relations - International Communications
Jack Kronner's Morgan Stanley Experience Financial Analysis InternMorgan StanleyJuly 2014 - Present
Job Private Banking Advisory Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Financial Analysis InternMorgan StanleyJuly 2014 - Present
Children's Hospital of Michigan May 2012 - August 2012
Skills
Clinical Research, Neuroscience, Western Blotting, Fluorescence Microscopy, Microscopy, Immunohistochemistry, Anatomy, Medical Research, Genetics, Molecular Genetics
Education
Albion College 2008 — 2012
Bachelor of Arts (B.A.), Biochemistry and Molecular Biology
Morgan Stanley Financial Analysis InternMorgan StanleyJuly 2014 - Present
Children's Hospital of Michigan May 2012 - August 2012
Skills
Clinical Research, Neuroscience, Western Blotting, Fluorescence Microscopy, Microscopy, Immunohistochemistry, Anatomy, Medical Research, Genetics, Molecular Genetics
Education
Albion College 2008 — 2012
Bachelor of Arts (B.A.), Biochemistry and Molecular Biology
Christopher Pavlekovsky Christopher Pavlekovsky's Morgan Stanley Experience May 2006 - May 2009
Job Global HR Information Delivery & Data Quality Manager, Vice President at BNY Mellon
Industry Human Resources
Experience
BNY Mellon April 2014 - Present
Bank of New York Mellon July 2009 - Present
Morgan Stanley May 2006 - May 2009
SAP-SUNY Albany 2005 - 2006
Skills
Performance Management, Human Resources, Microsoft Word, Management, Payroll, Deferred Compensation, PowerPoint, Microsoft Office, Time Management, Personnel Management, Business Process, PeopleSoft, Employee Relations, Microsoft Excel
Education
Community College of Allegheny County 2012 — 2015
Software Development Certificate, Software Development
University at Albany, SUNY 2004 — 2006
MBA, Human Resource Information Systems (HRIS)
Allegheny College 2000 — 2004
BA, Economics
American University
BNY Mellon April 2014 - Present
Bank of New York Mellon July 2009 - Present
Morgan Stanley May 2006 - May 2009
SAP-SUNY Albany 2005 - 2006
Skills
Performance Management, Human Resources, Microsoft Word, Management, Payroll, Deferred Compensation, PowerPoint, Microsoft Office, Time Management, Personnel Management, Business Process, PeopleSoft, Employee Relations, Microsoft Excel
Education
Community College of Allegheny County 2012 — 2015
Software Development Certificate, Software Development
University at Albany, SUNY 2004 — 2006
MBA, Human Resource Information Systems (HRIS)
Allegheny College 2000 — 2004
BA, Economics
American University
Christine Matalabos Christine Matalabos's Morgan Stanley Experience 2012 - Present
Job Director Institutional Securities Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
Morgan Stanley June 2006 - August 2010
Kraft Foods 2005 - 2005
CIT 2003 - 2004
Skills
Financial Analysis, Business Strategy, Business Analysis, Strategy, Financial Modeling, Market Research, Equities, Fixed Income, Management Consulting, Corporate Finance, Market Analysis, Investments, Mergers & Acquisitions, Valuation
Education
University of Manchester - Manchester Business School 2010 — 2012
Master of Business Administration (M.B.A.)
Penn State University 2001 — 2005
B.S, Finance, International Business, Spanish
Morgan Stanley 2012 - Present
Morgan Stanley June 2006 - August 2010
Kraft Foods 2005 - 2005
CIT 2003 - 2004
Skills
Financial Analysis, Business Strategy, Business Analysis, Strategy, Financial Modeling, Market Research, Equities, Fixed Income, Management Consulting, Corporate Finance, Market Analysis, Investments, Mergers & Acquisitions, Valuation
Education
University of Manchester - Manchester Business School 2010 — 2012
Master of Business Administration (M.B.A.)
Penn State University 2001 — 2005
B.S, Finance, International Business, Spanish
Ken Eisenberg Ken Eisenberg's Morgan Stanley Experience 1990 - 2000
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS February 2000 - Present
Morgan Stanley 1990 - 2000
Paine Webber 1987 - 1990
Trump Plaza Casino 1984 - 1987
Sands Casino 1980 - 1984
Education
University of Pennsylvania - The Wharton School 1993 — 1994
Financial Services Executive Program
American University 1976 — 1980
BS, Honors, Political Science
University of London 1979 — 1979
Westfield High School 1972 — 1976
UBS February 2000 - Present
Morgan Stanley 1990 - 2000
Paine Webber 1987 - 1990
Trump Plaza Casino 1984 - 1987
Sands Casino 1980 - 1984
Education
University of Pennsylvania - The Wharton School 1993 — 1994
Financial Services Executive Program
American University 1976 — 1980
BS, Honors, Political Science
University of London 1979 — 1979
Westfield High School 1972 — 1976
Emily Marti's Morgan Stanley Experience February 2014 - Present
Job Regional Publishing Manager NY, VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Morgan Stanley November 2004 - February 2014
Essex Corporation August 2000 - November 2004
City University of New York March 2000 - August 2000
Optics by Vincent June 1994 - August 2000
Skills
Equities, Fixed Income, Financial Markets, Vendor Management, Securities, Project Management, Equity Research, Financial Services, Analysis, Risk Management, Process Improvement, Business Analysis, Research, Change Management, Outsourcing
Education
American InterContinental University
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
American InterContinental University
Bachelor of Technology (B.Tech.), Information Technology
City University of New York-Baruch College 1994 — 1997
Mathematics
Morgan Stanley February 2014 - Present
Morgan Stanley November 2004 - February 2014
Essex Corporation August 2000 - November 2004
City University of New York March 2000 - August 2000
Optics by Vincent June 1994 - August 2000
Skills
Equities, Fixed Income, Financial Markets, Vendor Management, Securities, Project Management, Equity Research, Financial Services, Analysis, Risk Management, Process Improvement, Business Analysis, Research, Change Management, Outsourcing
Education
American InterContinental University
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
American InterContinental University
Bachelor of Technology (B.Tech.), Information Technology
City University of New York-Baruch College 1994 — 1997
Mathematics
Nancy Hornberger Nancy Hornberger's Morgan Stanley Experience December 2005 - May 2010
Job Audit Early Talent Program Manager at WellsFargo
Industry Banking
Experience
Wells Fargo September 2013 - Present
Wells Fargo November 2010 - September 2013
Morgan Stanley December 2005 - May 2010
Skills
Management, Leadership, Auditing, Banking, Risk Management, Financial Analysis, Finance, Portfolio Management, Financial Services, Compliance, Coaching, Leadership Development, Internal Audit, Sarbanes-Oxley Act, Financial Risk, Internal Controls, Accounting, Enterprise Risk..., Microsoft Office, Process Improvement, Risk Assessment, Microsoft Excel, Project Management, Program Management, Organization Skills, Early Talent Development
Education
Albright College
Bachelor of Business Administration (BBA), Business Administration and Psychology
Wells Fargo September 2013 - Present
Wells Fargo November 2010 - September 2013
Morgan Stanley December 2005 - May 2010
Skills
Management, Leadership, Auditing, Banking, Risk Management, Financial Analysis, Finance, Portfolio Management, Financial Services, Compliance, Coaching, Leadership Development, Internal Audit, Sarbanes-Oxley Act, Financial Risk, Internal Controls, Accounting, Enterprise Risk..., Microsoft Office, Process Improvement, Risk Assessment, Microsoft Excel, Project Management, Program Management, Organization Skills, Early Talent Development
Education
Albright College
Bachelor of Business Administration (BBA), Business Administration and Psychology
Robert Vitale's Morgan Stanley Experience February 2005 - April 2008
Job CoFounder of 4her Nutrition, LLC
Industry Health, Wellness and Fitness
Experience
4her Nutrition April 2013 - Present
Rye Golf Club April 2009 - March 2012
Morgan Stanley February 2005 - April 2008
Deutsche Bank November 1998 - June 2002
Skills
Bloomberg, Fixed Income, Equities, Hedge Funds, Options, Trading, Equity Trading, Series 7, Trading Systems, Financial Markets, Capital Markets, Series 63, Electronic Trading, Bonds, Investments, Securities, Derivatives, Investment Banking, Asset Management, Asset Allocation, Valuation, Equity Research, Finance
Education
Pace University
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Albright College
4her Nutrition April 2013 - Present
Rye Golf Club April 2009 - March 2012
Morgan Stanley February 2005 - April 2008
Deutsche Bank November 1998 - June 2002
Skills
Bloomberg, Fixed Income, Equities, Hedge Funds, Options, Trading, Equity Trading, Series 7, Trading Systems, Financial Markets, Capital Markets, Series 63, Electronic Trading, Bonds, Investments, Securities, Derivatives, Investment Banking, Asset Management, Asset Allocation, Valuation, Equity Research, Finance
Education
Pace University
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Albright College
Gregg Marks Gregg Marks's Morgan Stanley Experience 2002 - 2004
Job Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. August 2011 - Present
UBS 2006 - 2011
UBS Investment Bank 2004 - 2006
Morgan Stanley 2002 - 2004
Merrill Lynch 1995 - 2002
Skills
Investments, Securities, Investment Planning, Retirement Planning, Investment Strategies, Stock Analysis, 401k Rollovers, Asset Allocation, Fixed Income Strategies
Education
Alfred University 1986 — 1990
Bachelor of Science (B.S.), Business Adminstration
Wells Fargo Advisors, LLC. August 2011 - Present
UBS 2006 - 2011
UBS Investment Bank 2004 - 2006
Morgan Stanley 2002 - 2004
Merrill Lynch 1995 - 2002
Skills
Investments, Securities, Investment Planning, Retirement Planning, Investment Strategies, Stock Analysis, 401k Rollovers, Asset Allocation, Fixed Income Strategies
Education
Alfred University 1986 — 1990
Bachelor of Science (B.S.), Business Adminstration
Thomas Porter's Morgan Stanley Experience July 2015 - Present
Job Incoming Analyst at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley July 2015 - Present
Northeastern University September 2011 - Present
Morgan Stanley January 2015 - August 2015
Northeastern University January 2014 - January 2015
Northeastern University August 2014 - December 2014
MHT MidSpan January 2014 - June 2014
Northeastern University D'Amore McKim School of Business May 2013 - December 2013
John Hancock Financial Services December 2012 - December 2013
Brooklawn Country Club April 2009 - August 2012
Brooklawn Country Club April 2007 - August 2012
Skills
Teamwork, Management, Customer Service, Mutual Funds, Microsoft Office, Problem Solving, Online Marketing, Business Plan..., PowerPoint, TA2000, AWD, FedEx, Gmail, Facebook, LinkedIn, Call Center, SmartOffice, Google Chrome, Life Insurance, 529 Plans, Traditional IRA, Roth IRA, Business Planning, Call Centers, Lotus Notes, Investments, Economics, Leadership, Time Management, Sales, Bloomberg, Financial Services, Research, Financial Analysis, Market Research, Data Analysis, Microsoft Excel, Microsoft Word, Portfolio Management
Education
Northeastern University 2011 — 2016
Bachelor of Science Degree in Business Administration; Finance Concentration, Business Administration; Finance
American College of Thessaloniki 2011 — 2011
Business Administration
Fairfield College Preparatory School 2007 — 2011
Morgan Stanley July 2015 - Present
Northeastern University September 2011 - Present
Morgan Stanley January 2015 - August 2015
Northeastern University January 2014 - January 2015
Northeastern University August 2014 - December 2014
MHT MidSpan January 2014 - June 2014
Northeastern University D'Amore McKim School of Business May 2013 - December 2013
John Hancock Financial Services December 2012 - December 2013
Brooklawn Country Club April 2009 - August 2012
Brooklawn Country Club April 2007 - August 2012
Skills
Teamwork, Management, Customer Service, Mutual Funds, Microsoft Office, Problem Solving, Online Marketing, Business Plan..., PowerPoint, TA2000, AWD, FedEx, Gmail, Facebook, LinkedIn, Call Center, SmartOffice, Google Chrome, Life Insurance, 529 Plans, Traditional IRA, Roth IRA, Business Planning, Call Centers, Lotus Notes, Investments, Economics, Leadership, Time Management, Sales, Bloomberg, Financial Services, Research, Financial Analysis, Market Research, Data Analysis, Microsoft Excel, Microsoft Word, Portfolio Management
Education
Northeastern University 2011 — 2016
Bachelor of Science Degree in Business Administration; Finance Concentration, Business Administration; Finance
American College of Thessaloniki 2011 — 2011
Business Administration
Fairfield College Preparatory School 2007 — 2011
Stanley Millard Stanley Millard's Morgan Stanley Experience June 1977 - July 1981
Job Independent Investment Management Professional
Industry Investment Management
Experience
Baird, Patrick & Co., Inc. March 1998 - July 2000
Donaldson, Lufkin & Jenrette January 1989 - November 1997
Dillon Read Capital Management January 1985 - May 1989
Morgan Stanley Investment Management July 1981 - December 1984
Morgan Stanley June 1977 - July 1981
The Ford Foundation January 1971 - June 1977
Bache January 1969 - January 1971
Bache & Co. 1969 - 1971
Skills
Investments, Portfolio Management, Equities, Equity Trading, Fixed Income, Convertible Securities, Investment Strategies
Education
Fairleigh Dickinson University 1966 — 1969
BA, Economics
Allegheny College 1961 — 1962
Economics
Baird, Patrick & Co., Inc. March 1998 - July 2000
Donaldson, Lufkin & Jenrette January 1989 - November 1997
Dillon Read Capital Management January 1985 - May 1989
Morgan Stanley Investment Management July 1981 - December 1984
Morgan Stanley June 1977 - July 1981
The Ford Foundation January 1971 - June 1977
Bache January 1969 - January 1971
Bache & Co. 1969 - 1971
Skills
Investments, Portfolio Management, Equities, Equity Trading, Fixed Income, Convertible Securities, Investment Strategies
Education
Fairleigh Dickinson University 1966 — 1969
BA, Economics
Allegheny College 1961 — 1962
Economics
Ramin Shirvani Ramin Shirvani's Morgan Stanley Experience September 2015 - Present
Job Project Manager/Business Analyst
Industry Information Technology and Services
Experience
Morgan Stanley September 2015 - Present
Citi June 2013 - August 2015
US Navy August 2006 - August 2011
Skills
Project Management, Microsoft Office, MS Project, Project Planning, Strategy, Management, Program Management, International Project..., SQL, ITIL, Active Top Secret..., Scrum, PRINCE2, Team Leadership, Microsoft Projects, International Relations, Agile Methodologies, Consulting, Costings, Six Sigma, VBA, Active Directory, Unix, Account Management, Management Consulting, OS ADMIN, ROI Analysis, Data Modeling, advanced queries..., V Lookups, complex data types, Data Storage..., user accounts, Process Control, Cron, NTFS, bash shell scripting, vi editor, navigating file system, Project Delivery, Visio, Quality Assurance, Software Development, Agile & Waterfall..., Waterfall
Education
University of Nottingham - Nottingham University Business School 2011 — 2012
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
American InterContinental University 2010 — 2011
Information Technology Project Management
West Virginia University 2000 — 2005
Bachelor of Arts (B.A.), Criminology
Morgan Stanley September 2015 - Present
Citi June 2013 - August 2015
US Navy August 2006 - August 2011
Skills
Project Management, Microsoft Office, MS Project, Project Planning, Strategy, Management, Program Management, International Project..., SQL, ITIL, Active Top Secret..., Scrum, PRINCE2, Team Leadership, Microsoft Projects, International Relations, Agile Methodologies, Consulting, Costings, Six Sigma, VBA, Active Directory, Unix, Account Management, Management Consulting, OS ADMIN, ROI Analysis, Data Modeling, advanced queries..., V Lookups, complex data types, Data Storage..., user accounts, Process Control, Cron, NTFS, bash shell scripting, vi editor, navigating file system, Project Delivery, Visio, Quality Assurance, Software Development, Agile & Waterfall..., Waterfall
Education
University of Nottingham - Nottingham University Business School 2011 — 2012
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
American InterContinental University 2010 — 2011
Information Technology Project Management
West Virginia University 2000 — 2005
Bachelor of Arts (B.A.), Criminology
David Shugol CLU David Shugol CLU's Morgan Stanley Experience May 2000 - January 2009
Job Financial planner at Raymond James Financial Services ,Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC July 2013 - Present
Ameriprise Financial Services, Inc. January 2009 - July 2013
Morgan Stanley May 2000 - January 2009
Skills
Retirement Planning, Strategic Financial..., Strategy, Wealth Management, Asset Allocation, Portfolio Management, Wealth Accumulation, Investments, Banking, Financial Analysis, Personal Finance, Loans
Education
Albion College 1966 — 1970
B.A, Liberal Arts
Albion College
Biology, General
Raymond James Financial Services Inc., Member FINRA/SIPC July 2013 - Present
Ameriprise Financial Services, Inc. January 2009 - July 2013
Morgan Stanley May 2000 - January 2009
Skills
Retirement Planning, Strategic Financial..., Strategy, Wealth Management, Asset Allocation, Portfolio Management, Wealth Accumulation, Investments, Banking, Financial Analysis, Personal Finance, Loans
Education
Albion College 1966 — 1970
B.A, Liberal Arts
Albion College
Biology, General
Allison Rose-Sonnesyn Allison Rose-Sonnesyn's Morgan Stanley Experience January 2006 - January 2007
Job Christian Science Practitioner
Industry Religious Institutions
Experience
U.S. House of Representatives January 2013 - April 2015
U.S. House of Representatives January 2011 - January 2013
Allison J. Rose, Consultant August 2008 - October 2010
The First Church of Christ, Scientist August 2007 - September 2010
Morgan Stanley January 2006 - January 2007
The Mary Baker Eddy Library October 2000 - December 2002
US Congress March 1995 - June 1995
Skills
Policy, Legislative, Research, Writing, Politics, Foreign Policy, Policy Analysis, Public Speaking, Budget Tracking, Relationship Building, Community Outreach, Voice Over, Singing, Musician, Public Policy, Press Releases, Legislative Relations, Political Campaigns, Event Planning, International Relations, Budgets, Leadership, Government, Strategic Communications, Crisis Communications, Legislation, Social Media, Nonprofits, Legislative Research, Program Management, Editing, Grassroots Organizing, Political Science
Education
American University 1998 — 2004
M.A., International Economic Policy
Principia College 1992 — 1995
B.A., International Relations, Russian Studies
Bard College at Simon's Rock 1991 — 1992
U.S. House of Representatives January 2013 - April 2015
U.S. House of Representatives January 2011 - January 2013
Allison J. Rose, Consultant August 2008 - October 2010
The First Church of Christ, Scientist August 2007 - September 2010
Morgan Stanley January 2006 - January 2007
The Mary Baker Eddy Library October 2000 - December 2002
US Congress March 1995 - June 1995
Skills
Policy, Legislative, Research, Writing, Politics, Foreign Policy, Policy Analysis, Public Speaking, Budget Tracking, Relationship Building, Community Outreach, Voice Over, Singing, Musician, Public Policy, Press Releases, Legislative Relations, Political Campaigns, Event Planning, International Relations, Budgets, Leadership, Government, Strategic Communications, Crisis Communications, Legislation, Social Media, Nonprofits, Legislative Research, Program Management, Editing, Grassroots Organizing, Political Science
Education
American University 1998 — 2004
M.A., International Economic Policy
Principia College 1992 — 1995
B.A., International Relations, Russian Studies
Bard College at Simon's Rock 1991 — 1992
Cara Gilbride Cara Gilbride's Morgan Stanley Experience July 2014 - October 2014
Job Financial Services Professional/Photographer
Industry Financial Services
Experience
Callalily Studios 2008 - Present
Morgan Stanley July 2014 - October 2014
Edelman Financial Services January 2011 - July 2014
Dana's Angels Research Trust May 2010 - May 2014
TD Ameritrade 2006 - 2009
TD Waterhouse 2003 - 2006
TD Waterhouse 2001 - 2003
TD Waterhouse 2001 - 2001
TD Waterhouse 1999 - 2001
Skills
Series 7, series 9, series 10, series 63, series 66, Investments, Financial Services, Series 63, Securities, Mutual Funds, Uniform Combined State..., Sales, Wealth Management, Equities, Options, FINRA, Trading, CRM, Risk Management, Management, Finance, Financial Advisory, Portfolio Management, Retirement Planning, Leadership, Business Development
Education
American University
BS, Pyschology
American University
BA, Communications
Florida State University- Center for Professional Development
Certificate, Financial Planning
Callalily Studios 2008 - Present
Morgan Stanley July 2014 - October 2014
Edelman Financial Services January 2011 - July 2014
Dana's Angels Research Trust May 2010 - May 2014
TD Ameritrade 2006 - 2009
TD Waterhouse 2003 - 2006
TD Waterhouse 2001 - 2003
TD Waterhouse 2001 - 2001
TD Waterhouse 1999 - 2001
Skills
Series 7, series 9, series 10, series 63, series 66, Investments, Financial Services, Series 63, Securities, Mutual Funds, Uniform Combined State..., Sales, Wealth Management, Equities, Options, FINRA, Trading, CRM, Risk Management, Management, Finance, Financial Advisory, Portfolio Management, Retirement Planning, Leadership, Business Development
Education
American University
BS, Pyschology
American University
BA, Communications
Florida State University- Center for Professional Development
Certificate, Financial Planning
Cindy Kabacinski, CEBS, GBA Cindy Kabacinski, CEBS, GBA's Morgan Stanley Experience July 1992 - May 1997
Job Instructional Designer at International Foundation of Employee Benefit Plans
Industry Nonprofit Organization Management
Experience
International Foundation of Employee Benefit Plans July 2012 - Present
International Foundation of Employee Benefit Plans March 2008 - July 2012
International Foundation of Employee Benefit Plans August 2001 - March 2008
International Foundation of Employee Benefit Plans August 2000 - August 2001
International Foundation of Employee Benefit Plans June 1998 - July 2000
International Foundation of Employee Benefit Plans May 1997 - June 1998
Robert W. Baird & Co. January 1996 - May 1997
Morgan Stanley July 1992 - May 1997
Liberty Mutual Insurance January 1988 - July 1989
Skills
Strategic Planning, Budgeting, Research, Microsoft Office, Word, Editing, PowerPoint, Excel, Access, Data Analysis, Training, Nonprofits, Microsoft Word, Project Management, Public Speaking, Management, Budgets, Leadership Development, Microsoft Excel, Healthcare
Education
Alverno College
Professional Communication, Business Management and Technology
International Foundation of Employee Benefit Plans July 2012 - Present
International Foundation of Employee Benefit Plans March 2008 - July 2012
International Foundation of Employee Benefit Plans August 2001 - March 2008
International Foundation of Employee Benefit Plans August 2000 - August 2001
International Foundation of Employee Benefit Plans June 1998 - July 2000
International Foundation of Employee Benefit Plans May 1997 - June 1998
Robert W. Baird & Co. January 1996 - May 1997
Morgan Stanley July 1992 - May 1997
Liberty Mutual Insurance January 1988 - July 1989
Skills
Strategic Planning, Budgeting, Research, Microsoft Office, Word, Editing, PowerPoint, Excel, Access, Data Analysis, Training, Nonprofits, Microsoft Word, Project Management, Public Speaking, Management, Budgets, Leadership Development, Microsoft Excel, Healthcare
Education
Alverno College
Professional Communication, Business Management and Technology
Salma Abeeb's Morgan Stanley Experience January 2012 - July 2015
Job Graduate student in supply chain management program at Wright State University.
Industry Retail
Experience
The SYGMA Network 2015 - Present
Morgan Stanley January 2012 - July 2015
Saks Fifth Avenue August 2011 - December 2011
The Hoxton Pony October 2010 - December 2010
Sears, Roebuck and Co. October 2005 - May 2007
Skills
Digital Photography, Adobe Creative Suite, Marathi, Customer Service, Portfolio Management, Loans, Apparel, PowerPoint, Microsoft Office, Sales, Microsoft Word, Microsoft Excel, Visual Merchandising, Banking, Retail, Trend Analysis, Merchandising, Financial Analysis, Financial Services, Fashion
Education
Wright State University 2015 — 2015
Master of Science (M.S.), Logistics, Materials, and Supply Chain Management
Kent State University 2007 — 2011
Bachelor of Science (B.S.), Fashion Merchandising
American InterContinental University 2010 — 2010
Bachelor of Science (BS), Fashion Merchandising
The SYGMA Network 2015 - Present
Morgan Stanley January 2012 - July 2015
Saks Fifth Avenue August 2011 - December 2011
The Hoxton Pony October 2010 - December 2010
Sears, Roebuck and Co. October 2005 - May 2007
Skills
Digital Photography, Adobe Creative Suite, Marathi, Customer Service, Portfolio Management, Loans, Apparel, PowerPoint, Microsoft Office, Sales, Microsoft Word, Microsoft Excel, Visual Merchandising, Banking, Retail, Trend Analysis, Merchandising, Financial Analysis, Financial Services, Fashion
Education
Wright State University 2015 — 2015
Master of Science (M.S.), Logistics, Materials, and Supply Chain Management
Kent State University 2007 — 2011
Bachelor of Science (B.S.), Fashion Merchandising
American InterContinental University 2010 — 2010
Bachelor of Science (BS), Fashion Merchandising
Heather Smart Heather Smart's Morgan Stanley Experience January 2010 - March 2010
Job Owner, Financial Advisor at Heather Smart Financial HSF
Industry Financial Services
Experience
Heather Smart Financial HSF January 2015 - Present
Kathy Jabour, CFP July 2014 - Present
Financial Celebrations October 2012 - July 2014
Ella Dining Room and Bar September 2007 - October 2011
Morgan Stanley January 2010 - March 2010
Landry's Restaurants October 2005 - September 2007
Landry's Restaurants February 2003 - December 2005
Skills
Quantitative Analytics, Accounting, Teamwork, Managerial Economics, Financial Reporting, Financial Planning, Budgeting, Analysis, Finance, Financial Analysis, Microsoft Excel, Investments, Interpersonal Skill, Team Leadership, Office Management
Education
University of California, Davis 2008 — 2010
Bachelor of Science (B.S.), Managerial Economics, 3.0
American River College 2003 — 2008
Transfer to University of California, Davis, AA
Pepperdine University, The George L. Graziadio School of Business and Management
Certified Financial Planner - CFP online program, Financial Planning and Services
Heather Smart Financial HSF January 2015 - Present
Kathy Jabour, CFP July 2014 - Present
Financial Celebrations October 2012 - July 2014
Ella Dining Room and Bar September 2007 - October 2011
Morgan Stanley January 2010 - March 2010
Landry's Restaurants October 2005 - September 2007
Landry's Restaurants February 2003 - December 2005
Skills
Quantitative Analytics, Accounting, Teamwork, Managerial Economics, Financial Reporting, Financial Planning, Budgeting, Analysis, Finance, Financial Analysis, Microsoft Excel, Investments, Interpersonal Skill, Team Leadership, Office Management
Education
University of California, Davis 2008 — 2010
Bachelor of Science (B.S.), Managerial Economics, 3.0
American River College 2003 — 2008
Transfer to University of California, Davis, AA
Pepperdine University, The George L. Graziadio School of Business and Management
Certified Financial Planner - CFP online program, Financial Planning and Services
Samuel Voight Samuel Voight's Morgan Stanley Experience January 2015 - March 2015
Job Accounts Payable/Receivable Associate at Datanyze
Industry Computer Software
Experience
Datanyze June 2015 - Present
Morgan Stanley January 2015 - March 2015
Target June 2014 - August 2014
Northwestern Mutual June 2013 - September 2013
Skills
Team Leadership, Life Insurance, Proficient in Microsoft..., Relates well to others, Communication Skills
Education
University of California, Davis 2013 — 2015
Bachelor of Science (BS), Managerial Economics
American River College 2012 — 2013
Business Major General Education
California State University-Chico 2011 — 2012
Business Administration and Management, General
Datanyze June 2015 - Present
Morgan Stanley January 2015 - March 2015
Target June 2014 - August 2014
Northwestern Mutual June 2013 - September 2013
Skills
Team Leadership, Life Insurance, Proficient in Microsoft..., Relates well to others, Communication Skills
Education
University of California, Davis 2013 — 2015
Bachelor of Science (BS), Managerial Economics
American River College 2012 — 2013
Business Major General Education
California State University-Chico 2011 — 2012
Business Administration and Management, General
Betsy Vereckey's Morgan Stanley Experience January 2010 - September 2011
Job Freelance writer and editor
Industry Writing and Editing
Experience
Freelance Writing and Editorial Services September 2011 - Present
Morgan Stanley January 2010 - September 2011
Associated Press March 2006 - January 2010
Associated Press 2004 - 2005
Associated Press 2004 - 2004
Skills
Journalism, Storytelling, Feature Articles, Editorial, Editing, Newspapers, Copy Editing, Fact-checking, News Writing, Press Releases, Breaking News, AP Style, Broadcast, Newspaper, Proofreading, Social Media, Publishing, Web Content, Blogging, Online Journalism, Business Journalism, Corporate Social..., Investment Management, Stock Market, Web Design, Research, Sustainability, Writing, Project Management, Investment Banking, Sustainable Development, Hedge Funds, Information Technology, Healthcare, Commercial Real Estate, Real Estate, Retail, Copywriting, Headline Writing, Content Strategy, Magazines, Media Relations, Freelance Writing, Newsletters, Higher Education, Custom Content Creation, Website Creation, Advertorials
Education
Ohio University 2003 — 2004
Master of Science (MS), Journalism
American University 1999 — 2002
Bachelor of Arts (B.A.), Psychology
Freelance Writing and Editorial Services September 2011 - Present
Morgan Stanley January 2010 - September 2011
Associated Press March 2006 - January 2010
Associated Press 2004 - 2005
Associated Press 2004 - 2004
Skills
Journalism, Storytelling, Feature Articles, Editorial, Editing, Newspapers, Copy Editing, Fact-checking, News Writing, Press Releases, Breaking News, AP Style, Broadcast, Newspaper, Proofreading, Social Media, Publishing, Web Content, Blogging, Online Journalism, Business Journalism, Corporate Social..., Investment Management, Stock Market, Web Design, Research, Sustainability, Writing, Project Management, Investment Banking, Sustainable Development, Hedge Funds, Information Technology, Healthcare, Commercial Real Estate, Real Estate, Retail, Copywriting, Headline Writing, Content Strategy, Magazines, Media Relations, Freelance Writing, Newsletters, Higher Education, Custom Content Creation, Website Creation, Advertorials
Education
Ohio University 2003 — 2004
Master of Science (MS), Journalism
American University 1999 — 2002
Bachelor of Arts (B.A.), Psychology
Andrew N. Shelton Andrew N. Shelton's Morgan Stanley Experience September 2015 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley April 2014 - September 2015
AFL CIO June 2013 - September 2013
AFL CIO January 2013 - April 2013
REACT to FILM September 2011 - December 2011
Skills
Editing, Microsoft Word, Event Planning, Public Speaking, Social Networking, Microsoft Excel, Twitter, Writing, Financial Analysis
Education
American University 2009 — 2013
Bachelor of Arts (BA), Interdisciplinary Studies: Communications, Law, Economics and Government
The University of Edinburgh 2012 — 2012
School of Social and Political Science, Upper Second
Morgan Stanley September 2015 - Present
Morgan Stanley April 2014 - September 2015
AFL CIO June 2013 - September 2013
AFL CIO January 2013 - April 2013
REACT to FILM September 2011 - December 2011
Skills
Editing, Microsoft Word, Event Planning, Public Speaking, Social Networking, Microsoft Excel, Twitter, Writing, Financial Analysis
Education
American University 2009 — 2013
Bachelor of Arts (BA), Interdisciplinary Studies: Communications, Law, Economics and Government
The University of Edinburgh 2012 — 2012
School of Social and Political Science, Upper Second
Russ Hall Russ Hall's Morgan Stanley Experience March 2008 - April 2015
Job Managing Director at Hall Private Wealth Advisors LLC
Industry Financial Services
Experience
Hall Private Wealth Advisors April 2015 - Present
Connequity December 2010 - Present
Tech Coast Angels 2011 - Present
Morgan Stanley March 2008 - April 2015
PaineWebber August 1990 - March 2008
Skills
Investments, Asset Managment, Private Equity, Due Diligence, Portfolio Management, Start-ups, Wealth Management, Equities, Securities, Financial Analysis, Asset Allocation, Entrepreneurship, Series 7, Business Strategy, Financial Services, Financial Advisory, Investment Management, Loans, Strategic Planning, Mortgage Lending, Investment Advisory, Investment Strategies, Fixed Income, Angel Investing, New Business Development, Alternative Investments, Asset Management, Finance, Mergers & Acquisitions, Small Business, Strategic Financial..., Strategy, Venture Capital, Funding, Banking, Business Development, Management, Executive Management, Financial Modeling, Financial Planning
Education
Alfred University 1986 — 1990
Business, Economics/Finance
E.L. Vandermeulen HS 1986 — 1990
High School, Field of Study: Really?!
Hall Private Wealth Advisors April 2015 - Present
Connequity December 2010 - Present
Tech Coast Angels 2011 - Present
Morgan Stanley March 2008 - April 2015
PaineWebber August 1990 - March 2008
Skills
Investments, Asset Managment, Private Equity, Due Diligence, Portfolio Management, Start-ups, Wealth Management, Equities, Securities, Financial Analysis, Asset Allocation, Entrepreneurship, Series 7, Business Strategy, Financial Services, Financial Advisory, Investment Management, Loans, Strategic Planning, Mortgage Lending, Investment Advisory, Investment Strategies, Fixed Income, Angel Investing, New Business Development, Alternative Investments, Asset Management, Finance, Mergers & Acquisitions, Small Business, Strategic Financial..., Strategy, Venture Capital, Funding, Banking, Business Development, Management, Executive Management, Financial Modeling, Financial Planning
Education
Alfred University 1986 — 1990
Business, Economics/Finance
E.L. Vandermeulen HS 1986 — 1990
High School, Field of Study: Really?!
Maritza Hernandez's Morgan Stanley Experience September 2015 - Present
Job Registered Client Service Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley September 2015 - Present
PNC July 2014 - September 2015
PNC August 2013 - July 2014
Wesbury United Methodist Community February 2011 - May 2013
Bonner Foundation August 2009 - May 2013
Lebanon Federal Credit Union May 2011 - April 2013
Metro Bank April 2009 - August 2009
Skills
Customer Service, Critical Thinking, Public Speaking, Building Relationships, Teaching, Volunteer Management, Networking, Social Networking, Motivated self-starter, Sales, Relationship Building, Time Management, Management, Spanish, Languages: English...
Education
Lebanon Valley College 2015 — 2017
Master of Business Administration (MBA)
Allegheny College 2009 — 2013
Bachelor of Arts (B.A.), Spanish
Morgan Stanley September 2015 - Present
PNC July 2014 - September 2015
PNC August 2013 - July 2014
Wesbury United Methodist Community February 2011 - May 2013
Bonner Foundation August 2009 - May 2013
Lebanon Federal Credit Union May 2011 - April 2013
Metro Bank April 2009 - August 2009
Skills
Customer Service, Critical Thinking, Public Speaking, Building Relationships, Teaching, Volunteer Management, Networking, Social Networking, Motivated self-starter, Sales, Relationship Building, Time Management, Management, Spanish, Languages: English...
Education
Lebanon Valley College 2015 — 2017
Master of Business Administration (MBA)
Allegheny College 2009 — 2013
Bachelor of Arts (B.A.), Spanish
Andrew Huynh's Morgan Stanley Experience June 2008 - April 2009
Job Scale 5 Financial
Industry Financial Services
Experience
Scale 5 Financial February 2013 - Present
Vantage Financial Solutions June 2009 - February 2013
Morgan Stanley June 2008 - April 2009
Plant Essentials May 2007 - August 2007
Skills
Personal Finance, Personal Budgeting, Retirement Planning, Wealth Distribution, Life Insurance, Disability Insurance, Long Term Care Insurance, Plannning, Investments, Financial Advisory, Insurance, Employee Benefits, Wealth, Budgets, Portfolio Management, Finance, Financial Services
Education
American University 2005 — 2009
BSBA, Finance and Management
SKEMA Business School 2008 — 2008
Scale 5 Financial February 2013 - Present
Vantage Financial Solutions June 2009 - February 2013
Morgan Stanley June 2008 - April 2009
Plant Essentials May 2007 - August 2007
Skills
Personal Finance, Personal Budgeting, Retirement Planning, Wealth Distribution, Life Insurance, Disability Insurance, Long Term Care Insurance, Plannning, Investments, Financial Advisory, Insurance, Employee Benefits, Wealth, Budgets, Portfolio Management, Finance, Financial Services
Education
American University 2005 — 2009
BSBA, Finance and Management
SKEMA Business School 2008 — 2008
Martin Yang Martin Yang's Morgan Stanley Experience November 2013 - November 2013
Job Equity Research Associate
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2015 - Present
Student Managed Investment Fund February 2014 - January 2015
Bank of America Merrill Lynch June 2014 - August 2014
Morgan Stanley November 2013 - November 2013
Financial Times June 2013 - August 2013
Merrill Lynch May 2013 - August 2013
Bloomberg LP May 2013 - May 2013
Agecroft Partners February 2013 - April 2013
Skills
Time Management, Microsoft Word, Microsoft Project, Microsoft Excel, Microsoft PowerPoint, Financial Analysis, Research Information, Mandarin, American English, Bloomberg Terminal, Financial an
Education
University of Richmond - Robins School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Allegheny College 2011 — 2012
Bachelor of Arts (B.A.), Managerial Economics
SunTrust Robinson Humphrey June 2015 - Present
Student Managed Investment Fund February 2014 - January 2015
Bank of America Merrill Lynch June 2014 - August 2014
Morgan Stanley November 2013 - November 2013
Financial Times June 2013 - August 2013
Merrill Lynch May 2013 - August 2013
Bloomberg LP May 2013 - May 2013
Agecroft Partners February 2013 - April 2013
Skills
Time Management, Microsoft Word, Microsoft Project, Microsoft Excel, Microsoft PowerPoint, Financial Analysis, Research Information, Mandarin, American English, Bloomberg Terminal, Financial an
Education
University of Richmond - Robins School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Allegheny College 2011 — 2012
Bachelor of Arts (B.A.), Managerial Economics
Terri Altschul, PCC's Morgan Stanley Experience 2001 - 2005
Job Coach and Designer of Transformational Experiences
Industry Professional Training & Coaching
Experience
WomenConnected.net May 2015 - Present
Pathwork Coaching & Consulting April 2011 - Present
Terri Easter Consulting December 2013 - Present
American Management Association February 2013 - February 2015
Harvardx/Edx MOOC March 2014 - June 2014
AstraZeneca 2006 - April 2011
Morgan Stanley 2001 - 2005
Skills
Leadership Development, Change, MBTI, Coaching, Organizational..., Personal Development, Team Building, Executive Coaching, Change Management, 360 Feedback, Trust Building, Adult Learning..., Experiential Learning, Courage, Achieving Measurable..., Organizational Design, Performance Management, Talent Management, Employee Engagement, Succession Planning, Emotional Intelligence, Leadership, Organizational..., Staff Development, Culture Change, Executive Development, Consulting, Management Development, Career Development, Workshop Facilitation, Facilitators, E-Learning, Training Delivery, Performance Improvement, Business Coaching, Career Counseling, Conflict Resolution, Instructional Design, Management, Team Leadership, Training, Strategy, Mentoring, Strategic Planning
Education
Gestalt Institute Cleveland 2011 — 2012
Certificate
American InterContinental University
Organizational Psychology
WomenConnected.net May 2015 - Present
Pathwork Coaching & Consulting April 2011 - Present
Terri Easter Consulting December 2013 - Present
American Management Association February 2013 - February 2015
Harvardx/Edx MOOC March 2014 - June 2014
AstraZeneca 2006 - April 2011
Morgan Stanley 2001 - 2005
Skills
Leadership Development, Change, MBTI, Coaching, Organizational..., Personal Development, Team Building, Executive Coaching, Change Management, 360 Feedback, Trust Building, Adult Learning..., Experiential Learning, Courage, Achieving Measurable..., Organizational Design, Performance Management, Talent Management, Employee Engagement, Succession Planning, Emotional Intelligence, Leadership, Organizational..., Staff Development, Culture Change, Executive Development, Consulting, Management Development, Career Development, Workshop Facilitation, Facilitators, E-Learning, Training Delivery, Performance Improvement, Business Coaching, Career Counseling, Conflict Resolution, Instructional Design, Management, Team Leadership, Training, Strategy, Mentoring, Strategic Planning
Education
Gestalt Institute Cleveland 2011 — 2012
Certificate
American InterContinental University
Organizational Psychology
Ryan Udkoff Ryan Udkoff's Morgan Stanley Experience June 2015 - August 2015
Job Student at Indiana University
Industry
Experience
Morgan Stanley June 2015 - August 2015
OnPoint OC June 2014 - August 2014
Johnny's Real New York Pizza June 2013 - August 2013
California YMCA Youth & Government September 2009 - June 2013
Skills
Teamwork, Leadership, Public Speaking, Keen Listener, Social Media, Government, Customer Service, Politics, Community Outreach, Baseball, Sales, Research, Management, Policy, Criminal Law, Fundraising
Education
Indiana University Bloomington 2013 — 2017
Allied American University 2015 — 2016
California Real Estate License, Real Estate
Corona del Mar High School 2009 — 2013
Morgan Stanley June 2015 - August 2015
OnPoint OC June 2014 - August 2014
Johnny's Real New York Pizza June 2013 - August 2013
California YMCA Youth & Government September 2009 - June 2013
Skills
Teamwork, Leadership, Public Speaking, Keen Listener, Social Media, Government, Customer Service, Politics, Community Outreach, Baseball, Sales, Research, Management, Policy, Criminal Law, Fundraising
Education
Indiana University Bloomington 2013 — 2017
Allied American University 2015 — 2016
California Real Estate License, Real Estate
Corona del Mar High School 2009 — 2013
Deborah Davis, CAMS's Morgan Stanley Experience September 2014 - Present
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2014 - Present
Mizuho Securities USA Inc. September 2012 - September 2014
ADP December 2011 - October 2012
HSBC Bank January 2011 - December 2011
Ernst & Young August 2010 - January 2011
JPMorgan Chase August 2006 - August 2010
Department of Treasury, FinCEN July 2003 - January 2006
US Treasury July 2003 - January 2006
National Association July 2000 - July 2003
National Association July 2000 - July 2003
Skills
AML, Bank Secrecy Act, OFAC, KYC, Internal Audit, Process Improvement, Fraud, USA PATRIOT Act, Banking, Risk Management, Financial Risk, Risk Assessment, Finance, Due Diligence, Securities, Loans, Portfolio Management, Financial Institutions, Internal Controls, Policy, Transaction Processing, Financial Services, Regulations, Analysis, Investment Banking, Auditing, Enterprise Risk..., Operational Risk..., Operational Risk, Credit, FINRA, Corporate Governance, Management, Training, Retail Banking, Leadership, Financial Regulation, Credit Risk, Derivatives, Fixed Income, Securities Regulation, Hedge Funds, Anti Money Laundering
Education
John Hopkins University/Monash Mt. Eliza Business School 1998 — 2000
MBA, Business Administration
American University 1987 — 1990
Bachelor of Arts, Communication
American University 1987 — 1990
Bachelor of Arts, Communication
Morgan Stanley September 2014 - Present
Mizuho Securities USA Inc. September 2012 - September 2014
ADP December 2011 - October 2012
HSBC Bank January 2011 - December 2011
Ernst & Young August 2010 - January 2011
JPMorgan Chase August 2006 - August 2010
Department of Treasury, FinCEN July 2003 - January 2006
US Treasury July 2003 - January 2006
National Association July 2000 - July 2003
National Association July 2000 - July 2003
Skills
AML, Bank Secrecy Act, OFAC, KYC, Internal Audit, Process Improvement, Fraud, USA PATRIOT Act, Banking, Risk Management, Financial Risk, Risk Assessment, Finance, Due Diligence, Securities, Loans, Portfolio Management, Financial Institutions, Internal Controls, Policy, Transaction Processing, Financial Services, Regulations, Analysis, Investment Banking, Auditing, Enterprise Risk..., Operational Risk..., Operational Risk, Credit, FINRA, Corporate Governance, Management, Training, Retail Banking, Leadership, Financial Regulation, Credit Risk, Derivatives, Fixed Income, Securities Regulation, Hedge Funds, Anti Money Laundering
Education
John Hopkins University/Monash Mt. Eliza Business School 1998 — 2000
MBA, Business Administration
American University 1987 — 1990
Bachelor of Arts, Communication
American University 1987 — 1990
Bachelor of Arts, Communication
Joel Johnson's Morgan Stanley Experience April 2007 - February 2009
Job Founder at True Bearing Inc.
Industry Financial Services
Experience
True Bearing Inc. May 2015 - Present
BlackRock April 2012 - April 2015
State Street Global Advisors July 2010 - January 2012
Morgan Stanley April 2007 - February 2009
Citigroup December 2006 - April 2007
Investors Bank & Trust March 2005 - December 2006
Northwestern Mutual January 2004 - December 2004
Skills
Fixed Income, Equities, Capital Markets, Derivatives, Public Speaking, Microsoft Excel, Bloomberg Terminal, Electronic Trading, Hedge Funds, Sales Presentations, Strategy, Salesforce.com, Finance, Management, Alternative Investments, Asset Management, SaaS, Social Media, Investments, Mutual Funds, Financial Analysis, Direct Sales, Decision Analysis, Marketing Research, Business Strategy, Creative Problem Solving, Strength Training, Series 7, Philanthropy, Investment Management, Portfolio Management, Excel, Investment Strategies, Analysis
Education
California State University-Sacramento 1999 — 2004
BS, Major in Finance minor in Economics
American River College 1999 — 2002
Associates, General Education
True Bearing Inc. May 2015 - Present
BlackRock April 2012 - April 2015
State Street Global Advisors July 2010 - January 2012
Morgan Stanley April 2007 - February 2009
Citigroup December 2006 - April 2007
Investors Bank & Trust March 2005 - December 2006
Northwestern Mutual January 2004 - December 2004
Skills
Fixed Income, Equities, Capital Markets, Derivatives, Public Speaking, Microsoft Excel, Bloomberg Terminal, Electronic Trading, Hedge Funds, Sales Presentations, Strategy, Salesforce.com, Finance, Management, Alternative Investments, Asset Management, SaaS, Social Media, Investments, Mutual Funds, Financial Analysis, Direct Sales, Decision Analysis, Marketing Research, Business Strategy, Creative Problem Solving, Strength Training, Series 7, Philanthropy, Investment Management, Portfolio Management, Excel, Investment Strategies, Analysis
Education
California State University-Sacramento 1999 — 2004
BS, Major in Finance minor in Economics
American River College 1999 — 2002
Associates, General Education
David Goldberger's Morgan Stanley Experience June 2015 - Present
Job Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Garden City Group June 2013 - July 2013
Garden City Group March 2011 - June 2013
Northwestern Mutual May 2008 - August 2008
Merrill Lynch August 2006 - December 2006
Skills
Finance, Investments, Analysis, Financial Analysis, Business Analysis, Microsoft Excel, Project Management, Auditing, Corporate Finance, Risk Management
Education
Pace University 2013 — 2015
Master of Business Administration (MBA), Investment Management
American University 2006 — 2010
Bachelor of Science (BS), Finance, General
Morgan Stanley June 2015 - Present
Garden City Group June 2013 - July 2013
Garden City Group March 2011 - June 2013
Northwestern Mutual May 2008 - August 2008
Merrill Lynch August 2006 - December 2006
Skills
Finance, Investments, Analysis, Financial Analysis, Business Analysis, Microsoft Excel, Project Management, Auditing, Corporate Finance, Risk Management
Education
Pace University 2013 — 2015
Master of Business Administration (MBA), Investment Management
American University 2006 — 2010
Bachelor of Science (BS), Finance, General
David Ertel David Ertel's Morgan Stanley Experience April 2000 - February 2013
Job Chief Financial Officer at Einstein Healthcare Network
Industry Hospital & Health Care
Experience
Einstein Healthcare Network March 2013 - Present
Princeton Healthcare System Board of Trustees March 2005 - March 2013
Morgan Stanley April 2000 - February 2013
PaineWebber October 1984 - March 2000
Skills
Investments, Business Strategy, Equities, Portfolio Management, Capital Markets, Investment Banking, Asset Management, Risk Management, Strategic Planning, Change Management, New Business Development, Fixed Income, Management, Strategic Financial..., Finance, Financial Planning, Healthcare, Financial Analysis, Golf
Education
Columbia University in the City of New York 1982 — 1984
Master of Business Administration (MBA) and Master of Public Health (MPH), Finance, General
American University 1973 — 1976
Bachelor of Arts (BA), Political Science and Government
Einstein Healthcare Network March 2013 - Present
Princeton Healthcare System Board of Trustees March 2005 - March 2013
Morgan Stanley April 2000 - February 2013
PaineWebber October 1984 - March 2000
Skills
Investments, Business Strategy, Equities, Portfolio Management, Capital Markets, Investment Banking, Asset Management, Risk Management, Strategic Planning, Change Management, New Business Development, Fixed Income, Management, Strategic Financial..., Finance, Financial Planning, Healthcare, Financial Analysis, Golf
Education
Columbia University in the City of New York 1982 — 1984
Master of Business Administration (MBA) and Master of Public Health (MPH), Finance, General
American University 1973 — 1976
Bachelor of Arts (BA), Political Science and Government
Joanna Graber Joanna Graber's Morgan Stanley Experience March 2013 - Present
Job Internal Audit Manager at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley March 2013 - Present
Protiviti June 2011 - February 2013
Education
Alvernia College 2006 — 2010
B.A., Accounting
Morgan Stanley March 2013 - Present
Protiviti June 2011 - February 2013
Education
Alvernia College 2006 — 2010
B.A., Accounting
Chad Creevy Chad Creevy's Morgan Stanley Experience May 2001 - January 2005
Job Portfolio Manager at Fifth Third Bank
Industry Investment Management
Experience
Fifth Third Bank May 2010 - Present
Hilliard Lyons January 2005 - May 2010
Grand Rapids Community College September 2009 - January 2010
Davenport University August 2007 - January 2010
Morgan Stanley May 2001 - January 2005
Skills
Investments, Mutual Funds, Economics, Bonds, Trading
Education
Cornerstone University 2005 — 2007
M.B.A., International Business from a Christian Worldview
The American College 2004 — 2005
certificate, Financial Planning
Alma College 1997 — 2001
B.A., Business Administration & Economics
Fifth Third Bank May 2010 - Present
Hilliard Lyons January 2005 - May 2010
Grand Rapids Community College September 2009 - January 2010
Davenport University August 2007 - January 2010
Morgan Stanley May 2001 - January 2005
Skills
Investments, Mutual Funds, Economics, Bonds, Trading
Education
Cornerstone University 2005 — 2007
M.B.A., International Business from a Christian Worldview
The American College 2004 — 2005
certificate, Financial Planning
Alma College 1997 — 2001
B.A., Business Administration & Economics
Harikumar Kuruba Harikumar Kuruba's Morgan Stanley Experience June 2009 - October 2010
Job Resident Engineer 4 at Juniper Networks
Industry Computer Networking
Experience
Juniper Networks September 2013 - Present
AT&T October 2010 - September 2013
Morgan Stanley June 2009 - October 2010
Integralis, Inc March 2009 - October 2010
AT&T March 2006 - March 2009
Managed Systems 2005 - 2006
Skills
OSPF, Juniper, High Availability, Ethernet, Networking, Management, EIGRP, Cisco Routers, Routing, BGP, TCP/IP, Leadership, Switching, Network Design, Cisco Technologies, Routers, Switches, JUNOS, MPLS, Network Architecture, IP, QoS, WAN, CCNP, Cisco IOS, Frame Relay, Routing Protocols, Juniper Technologies
Education
American Sentinel University 2008 — 2009
MS, Computer Science
University of Madras 1996 — 2000
Bachelor Of Engineering, Electronics and Communications
Juniper Networks September 2013 - Present
AT&T October 2010 - September 2013
Morgan Stanley June 2009 - October 2010
Integralis, Inc March 2009 - October 2010
AT&T March 2006 - March 2009
Managed Systems 2005 - 2006
Skills
OSPF, Juniper, High Availability, Ethernet, Networking, Management, EIGRP, Cisco Routers, Routing, BGP, TCP/IP, Leadership, Switching, Network Design, Cisco Technologies, Routers, Switches, JUNOS, MPLS, Network Architecture, IP, QoS, WAN, CCNP, Cisco IOS, Frame Relay, Routing Protocols, Juniper Technologies
Education
American Sentinel University 2008 — 2009
MS, Computer Science
University of Madras 1996 — 2000
Bachelor Of Engineering, Electronics and Communications
Jay Batcha CIMA Jay Batcha CIMA's Morgan Stanley Experience November 1994 - April 2006
Job Founder & Chief Investment Officer at Optimal Capital
Industry Investment Management
Experience
Optimal Capital April 2006 - Present
Morgan Stanley November 1994 - April 2006
First of Michigan 1984 - 1996
Skills
Ceritfied Investment..., Estate Planning..., Asset Allocation, Wealth Management, Series 7, Asset Managment, Retirement Planning, Alternative Investments, Securities, Portfolio Management, Mutual Funds, Investments, Investment Advisory, Hedge Funds, Equities, Investment Strategies, Series 63, Fixed Income, Retirement, Investment Management, Asset Management, Financial Advisory, Bonds, Wealth Management..., High Net Worth..., ETFs, Options, Private Equity, Estate Planning, FINRA, Trading, 401k, Financial Services, Series 65, Equity Research, Financial Markets, Capital Markets
Education
Alma College 1981 — 1984
BA, Economics
Greenwich High School
HS
Optimal Capital April 2006 - Present
Morgan Stanley November 1994 - April 2006
First of Michigan 1984 - 1996
Skills
Ceritfied Investment..., Estate Planning..., Asset Allocation, Wealth Management, Series 7, Asset Managment, Retirement Planning, Alternative Investments, Securities, Portfolio Management, Mutual Funds, Investments, Investment Advisory, Hedge Funds, Equities, Investment Strategies, Series 63, Fixed Income, Retirement, Investment Management, Asset Management, Financial Advisory, Bonds, Wealth Management..., High Net Worth..., ETFs, Options, Private Equity, Estate Planning, FINRA, Trading, 401k, Financial Services, Series 65, Equity Research, Financial Markets, Capital Markets
Education
Alma College 1981 — 1984
BA, Economics
Greenwich High School
HS
Dave Renko Dave Renko's Morgan Stanley Experience March 2015 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management July 2013 - March 2015
Bank of America Merrill Lynch May 2011 - July 2013
Cannon Financial Institute May 2010 - June 2011
Morgan Stanley Smith Barney October 2006 - July 2009
Smith Barney April 2000 - November 2003
Smith Barney May 1998 - April 2000
Smith Barney August 1993 - April 1998
Skills
Investments, Management, Financial Services, Series 7, Wealth Management, Mutual Funds, Finance, Portfolio Management, Asset Management, Series 63, Strategic Financial..., Training, Business Development, Securities, Recruiting, Financial Analysis, Sales, Project Management, Staff Development, Relationship Management, New Business Development, Sourcing, Insurance, Executive Management, Retirement Planning, Equities, Financial Planning
Education
Saint Leo University 2002 — 2003
Business Management
U.S. Navy 1982 — 1987
Communications Technology/Technician
Allegheny College 1982 — 1983
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management July 2013 - March 2015
Bank of America Merrill Lynch May 2011 - July 2013
Cannon Financial Institute May 2010 - June 2011
Morgan Stanley Smith Barney October 2006 - July 2009
Smith Barney April 2000 - November 2003
Smith Barney May 1998 - April 2000
Smith Barney August 1993 - April 1998
Skills
Investments, Management, Financial Services, Series 7, Wealth Management, Mutual Funds, Finance, Portfolio Management, Asset Management, Series 63, Strategic Financial..., Training, Business Development, Securities, Recruiting, Financial Analysis, Sales, Project Management, Staff Development, Relationship Management, New Business Development, Sourcing, Insurance, Executive Management, Retirement Planning, Equities, Financial Planning
Education
Saint Leo University 2002 — 2003
Business Management
U.S. Navy 1982 — 1987
Communications Technology/Technician
Allegheny College 1982 — 1983
Philip Germano Philip Germano's Morgan Stanley Experience February 2007 - February 2008
Job Partner at Bella Casa NYC
Industry Marketing and Advertising
Experience
Bella Casa NYC January 2012 - Present
buonquillo, LLC March 2007 - Present
RBS Global Banking & Markets 2011 - 2011
Morgan Stanley February 2007 - February 2008
Skills
Hospitality, Marketing Strategy, Digital Marketing, Strategic Planning, Competitive Analysis, Home improvement..., Brand Management, Digital Media, Marketing, Marketing Communications, Media Relations, Strategy, Integrated Marketing
Education
American Academy of Dramatic Arts 1989 — 1990
Theater
Seminole College 1985 — 1989
Business, Marketing Communications
Bella Casa NYC January 2012 - Present
buonquillo, LLC March 2007 - Present
RBS Global Banking & Markets 2011 - 2011
Morgan Stanley February 2007 - February 2008
Skills
Hospitality, Marketing Strategy, Digital Marketing, Strategic Planning, Competitive Analysis, Home improvement..., Brand Management, Digital Media, Marketing, Marketing Communications, Media Relations, Strategy, Integrated Marketing
Education
American Academy of Dramatic Arts 1989 — 1990
Theater
Seminole College 1985 — 1989
Business, Marketing Communications
Matthew Rench Matthew Rench's Morgan Stanley Experience July 2012 - December 2012
Job Consultant at Axiom
Industry Law Practice
Experience
Axiom October 2014 - Present
trueEX Group LLC November 2013 - March 2014
Linklaters, LLP July 2007 - November 2013
Morgan Stanley July 2012 - December 2012
Goldman Sachs (Asia) LLC August 2010 - December 2010
Sadis & Goldberg LLP October 2006 - July 2007
Jeffrey J. Hass, Professor of Corporate Finance & Securities Law February 2005 - February 2006
New York Law School 2005 - 2006
Delegate Peter V.R. Franchot January 2002 - January 2003
Shriver for Congress April 2000 - January 2001
Skills
Derivatives, Hedge Funds, Structured Finance, Securities, Securitization, Asset Managment, Swaps, Finance, Restructuring, Litigation, Legal Writing, Legal Research, Corporate Law, Financial Services, Securities Regulation, International Law, Credit Derivatives, CDO, Private Equity, Corporate Finance, Corporate Governance, Trading, Asset Management
Education
New York Law School 2003 — 2006
2006 Juris Doctor; Bachelor of Arts: C.L.E, Juris Doctor
American University 1995 — 1999
BA, MAJOR: Communications, Law, Economics and Goverment; MINOR: Economics
Axiom October 2014 - Present
trueEX Group LLC November 2013 - March 2014
Linklaters, LLP July 2007 - November 2013
Morgan Stanley July 2012 - December 2012
Goldman Sachs (Asia) LLC August 2010 - December 2010
Sadis & Goldberg LLP October 2006 - July 2007
Jeffrey J. Hass, Professor of Corporate Finance & Securities Law February 2005 - February 2006
New York Law School 2005 - 2006
Delegate Peter V.R. Franchot January 2002 - January 2003
Shriver for Congress April 2000 - January 2001
Skills
Derivatives, Hedge Funds, Structured Finance, Securities, Securitization, Asset Managment, Swaps, Finance, Restructuring, Litigation, Legal Writing, Legal Research, Corporate Law, Financial Services, Securities Regulation, International Law, Credit Derivatives, CDO, Private Equity, Corporate Finance, Corporate Governance, Trading, Asset Management
Education
New York Law School 2003 — 2006
2006 Juris Doctor; Bachelor of Arts: C.L.E, Juris Doctor
American University 1995 — 1999
BA, MAJOR: Communications, Law, Economics and Goverment; MINOR: Economics
Jamie Azarcon Jamie Azarcon's Morgan Stanley Experience December 1998 - April 2004
Job Owner, Queens Finest, Inc
Industry Apparel & Fashion
Experience
Lehman Brothers- Neuberger Berman April 2005 - Present
Queens Finest, Inc February 1998 - Present
The Milestone Group April 2004 - April 2005
Morgan Stanley December 1998 - April 2004
Education
American InterContinental University 1997 — 2003
Lehman Brothers- Neuberger Berman April 2005 - Present
Queens Finest, Inc February 1998 - Present
The Milestone Group April 2004 - April 2005
Morgan Stanley December 1998 - April 2004
Education
American InterContinental University 1997 — 2003
Manjusha Sharma Manjusha Sharma's Morgan Stanley Experience June 2008 - August 2008
Job Assistant Director, Communications & Pusuits Strategy at EY, VP Membership IABC Atlanta
Industry Public Relations and Communications
Experience
EY December 2014 - Present
InterContinental Hotels Group October 2012 - October 2014
Conisus LLC August 2011 - October 2012
Volunteering (Education and Communications) August 2010 - July 2011
UNICEF October 2009 - February 2010
Morgan Stanley June 2008 - August 2008
Garden City College, Bangalore University September 2005 - August 2007
Grant Thornton February 2007 - May 2007
PricewaterhouseCoopers 2004 - 2004
American University of Sharjah September 2000 - March 2003
Skills
Strategic Communications, Corporate Communications, Internal Communications, Social Media, Web 2.0, Project Management, Strategy, Editing, Strategic Planning, Blogging, Marketing Strategy, Community Sites, Public Relations, Press Releases, Global Collaboration, Virtual Teams
Education
IHG Leadership Academy and Harvard ManageMentor 2014 — 2014
Certificate of Completion, Project Management
IHG Leadership Academy and Harvard ManageMentor 2014 — 2014
Certificate of Completion, Change Management
IHG Leadership Academy and Harvard ManageMentor 2014 — 2014
Certificate of Completion, Global Collaboration
IHG Leadership Academy and HarvardManageMentor 2014 — 2014
Certificate of Completion, Virtual Teams
American University 2009 — 2009
Certificate, Intercultural Management Institute, School of International Service
Food & Agriculture Organization (United Nations) 2009 — 2009
Information and Knowledge Management
United States Institute of Peace 2009 — 2009
Certificate, Interfaith Conflict Resolution
United States Institute of Peace 2009 — 2009
Certificate, Course in Conflict Analysis
American University - Kogod School of Business 2008 — 2009
MBA, Finance & International Management
Asian Development Bank & World Bank Learning Center 2008 — 2008
Certificate, 5th Microfinance Training of Trainers Course
EY December 2014 - Present
InterContinental Hotels Group October 2012 - October 2014
Conisus LLC August 2011 - October 2012
Volunteering (Education and Communications) August 2010 - July 2011
UNICEF October 2009 - February 2010
Morgan Stanley June 2008 - August 2008
Garden City College, Bangalore University September 2005 - August 2007
Grant Thornton February 2007 - May 2007
PricewaterhouseCoopers 2004 - 2004
American University of Sharjah September 2000 - March 2003
Skills
Strategic Communications, Corporate Communications, Internal Communications, Social Media, Web 2.0, Project Management, Strategy, Editing, Strategic Planning, Blogging, Marketing Strategy, Community Sites, Public Relations, Press Releases, Global Collaboration, Virtual Teams
Education
IHG Leadership Academy and Harvard ManageMentor 2014 — 2014
Certificate of Completion, Project Management
IHG Leadership Academy and Harvard ManageMentor 2014 — 2014
Certificate of Completion, Change Management
IHG Leadership Academy and Harvard ManageMentor 2014 — 2014
Certificate of Completion, Global Collaboration
IHG Leadership Academy and HarvardManageMentor 2014 — 2014
Certificate of Completion, Virtual Teams
American University 2009 — 2009
Certificate, Intercultural Management Institute, School of International Service
Food & Agriculture Organization (United Nations) 2009 — 2009
Information and Knowledge Management
United States Institute of Peace 2009 — 2009
Certificate, Interfaith Conflict Resolution
United States Institute of Peace 2009 — 2009
Certificate, Course in Conflict Analysis
American University - Kogod School of Business 2008 — 2009
MBA, Finance & International Management
Asian Development Bank & World Bank Learning Center 2008 — 2008
Certificate, 5th Microfinance Training of Trainers Course
Kyle Levengood, CPA, CFE Kyle Levengood, CPA, CFE's Morgan Stanley Experience January 2005 - May 2008
Job Manager at Herbein + Company, Inc.
Industry Accounting
Experience
Herbein + Company, Inc. July 2008 - Present
Morgan Stanley January 2005 - May 2008
Skills
CPA, CFE, Auditing, Financial Accounting, GAAP, Financial Reporting, Microsoft Office, Financial Statements, Accounting, US GAAP, Income Tax, Tax Preparation, Budgets, Internal Controls, Financial Analysis
Education
Alvernia University 2004 — 2008
Bachelor of Arts (BA), Accounting and Business/Management
Herbein + Company, Inc. July 2008 - Present
Morgan Stanley January 2005 - May 2008
Skills
CPA, CFE, Auditing, Financial Accounting, GAAP, Financial Reporting, Microsoft Office, Financial Statements, Accounting, US GAAP, Income Tax, Tax Preparation, Budgets, Internal Controls, Financial Analysis
Education
Alvernia University 2004 — 2008
Bachelor of Arts (BA), Accounting and Business/Management
Kimberly Marshman Kimberly Marshman's Morgan Stanley Experience August 2001 - June 2002
Job Graduate Student at The American College of Traditional Chinese Medicine
Industry Medical Practice
Experience
Brayton Purcell LLP February 2010 - 2012
Brayton Purcell LLP March 2006 - February 2010
[abex] Exhibit Systems August 2004 - May 2005
Morgan Stanley August 2001 - June 2002
Education
American College of Traditional Chinese Medicine 2012 — 2015
Master's degree, Medicine
San Diego State University-California State University 1998 — 2002
Bachelor of Arts, Communications
Brayton Purcell LLP February 2010 - 2012
Brayton Purcell LLP March 2006 - February 2010
[abex] Exhibit Systems August 2004 - May 2005
Morgan Stanley August 2001 - June 2002
Education
American College of Traditional Chinese Medicine 2012 — 2015
Master's degree, Medicine
San Diego State University-California State University 1998 — 2002
Bachelor of Arts, Communications
Malinda Magel's Morgan Stanley Experience 1995 - 2004
Job Marketing Consultant at IMPACT Marketing Partners
Industry Marketing and Advertising
Experience
IMPACT Marketing Partners 2013 - Present
Morgan Stanley 1995 - 2004
Morgan Stanley 1994 - 1995
Bank of America 1992 - 1994
Bank of America 1990 - 1992
Skills
Product Marketing, Training & Development, Public Relations, Public Speaking, Budgeting, Change Management, Special Events..., Retail, Budgets, Employee Training, Customer Service, Event Planning, Social Media Marketing, Marketing Strategy, Product Management, Market Planning, Marketing, Training, Sales, Leadership, Leadership Development, SEO, Business Development, Product Development, Strategic Planning, Entrepreneurship, Strategy, Start-ups, New Business Development
Education
Amberton University 1990 — 1992
Master's degree, Human Resources Management and Services
Baylor University - Hankamer School of Business 1976 — 1980
BA, General Business
IMPACT Marketing Partners 2013 - Present
Morgan Stanley 1995 - 2004
Morgan Stanley 1994 - 1995
Bank of America 1992 - 1994
Bank of America 1990 - 1992
Skills
Product Marketing, Training & Development, Public Relations, Public Speaking, Budgeting, Change Management, Special Events..., Retail, Budgets, Employee Training, Customer Service, Event Planning, Social Media Marketing, Marketing Strategy, Product Management, Market Planning, Marketing, Training, Sales, Leadership, Leadership Development, SEO, Business Development, Product Development, Strategic Planning, Entrepreneurship, Strategy, Start-ups, New Business Development
Education
Amberton University 1990 — 1992
Master's degree, Human Resources Management and Services
Baylor University - Hankamer School of Business 1976 — 1980
BA, General Business
Carleen Mulholland's Morgan Stanley Experience May 1999 - Present
Job Financial Planning Associate, Adjunct Faculty, Business Owner
Industry Financial Services
Experience
Morgan Stanley May 1999 - Present
Doterra Essential Oils October 2014 - Present
Alvernia University August 2007 - Present
Creative Printing 2003 - Present
Skills
Microsoft Office, Public Speaking, Customer Service, Leadership, Strategic Planning, Training, Team Building, PowerPoint, Event Planning, Budgets, Coaching, Time Management, Financial Analysis, Marketing, Financial Reporting, Leadership Development, Higher Education
Education
Alvernia College 2004 — 2005
MBA
Bloomsburg University of Pennsylvania 1990 — 1994
Morgan Stanley May 1999 - Present
Doterra Essential Oils October 2014 - Present
Alvernia University August 2007 - Present
Creative Printing 2003 - Present
Skills
Microsoft Office, Public Speaking, Customer Service, Leadership, Strategic Planning, Training, Team Building, PowerPoint, Event Planning, Budgets, Coaching, Time Management, Financial Analysis, Marketing, Financial Reporting, Leadership Development, Higher Education
Education
Alvernia College 2004 — 2005
MBA
Bloomsburg University of Pennsylvania 1990 — 1994
Nicholas Tatlow's Morgan Stanley Experience May 2007 - Present
Job Vice President at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley May 2007 - Present
HSBC Securities June 2003 - May 2007
Education
Manchester Business School 1998 — 2002
2:1, BSc - International Management With American Business Studies
McMaster University 2000 — 2001
Finance
Radley College 1993 — 1998
Economics, French, English
Morgan Stanley May 2007 - Present
HSBC Securities June 2003 - May 2007
Education
Manchester Business School 1998 — 2002
2:1, BSc - International Management With American Business Studies
McMaster University 2000 — 2001
Finance
Radley College 1993 — 1998
Economics, French, English
Earl Carr's Morgan Stanley Experience June 2014 - September 2014
Job Managing Director at Momentum Advisors
Industry Banking
Experience
Momentum Advisors October 2014 - Present
Morgan Stanley June 2014 - September 2014
Council on Foreign Relations 2014 - 2014
Council on Foreign Relations 2014 - 2014
HSBC Bank USA 2012 - 2013
HSBC Bank (Taiwan) Limited November 2010 - December 2011
HSBC Bank (China) Company Limited January 2010 - November 2010
HSBC Bank (China) Company Limited 2007 - March 2010
·HSBC Bank (China) May 2009 - December 2009
McKinsey & Co. November 2006 - March 2007
Skills
Strategy, Leadership, Training, Management Consulting, Analysis, Program Management, Japanese, Management, Business Development, Research, Portfolio Management, International Relations, Mandarin, Mergers & Acquisitions, Emerging Markets, Strategic Planning, Non-profits, Banking, French, International..., International Business, Nonprofits, Chinese, Investments, Private Equity, Finance, Business Strategy, Project Management
Education
American University 2002 — 2006
MA, International Affairs
American University
M.A, International Affairs (Asian Political Economy)
International Christian University 2001 — 2002
Japan Studies Program
William & Mary 1996 — 2001
International Relations, East Asian Political Economy
Beijing Normal University 1998 — 1999
Language Certificate, Chinese
Beijing Normal University
Georgetown University (Attended classes at The School of Foreign Service)
Master's; B.A, Japanese Studies Program; International Relations
Momentum Advisors October 2014 - Present
Morgan Stanley June 2014 - September 2014
Council on Foreign Relations 2014 - 2014
Council on Foreign Relations 2014 - 2014
HSBC Bank USA 2012 - 2013
HSBC Bank (Taiwan) Limited November 2010 - December 2011
HSBC Bank (China) Company Limited January 2010 - November 2010
HSBC Bank (China) Company Limited 2007 - March 2010
·HSBC Bank (China) May 2009 - December 2009
McKinsey & Co. November 2006 - March 2007
Skills
Strategy, Leadership, Training, Management Consulting, Analysis, Program Management, Japanese, Management, Business Development, Research, Portfolio Management, International Relations, Mandarin, Mergers & Acquisitions, Emerging Markets, Strategic Planning, Non-profits, Banking, French, International..., International Business, Nonprofits, Chinese, Investments, Private Equity, Finance, Business Strategy, Project Management
Education
American University 2002 — 2006
MA, International Affairs
American University
M.A, International Affairs (Asian Political Economy)
International Christian University 2001 — 2002
Japan Studies Program
William & Mary 1996 — 2001
International Relations, East Asian Political Economy
Beijing Normal University 1998 — 1999
Language Certificate, Chinese
Beijing Normal University
Georgetown University (Attended classes at The School of Foreign Service)
Master's; B.A, Japanese Studies Program; International Relations
Ankit Hirdesh's Morgan Stanley Experience May 2008 - August 2008
Job Financial Software Developer at Bloomberg
Industry Computer Software
Experience
Bloomberg February 2009 - Present
Morgan Stanley May 2008 - August 2008
University of Florida May 2007 - May 2008
Infosys Technology Ltd. December 2005 - December 2006
Skills
Algorithms, .NET, C, C, Distributed Systems, Java, Matlab, Programming, Python
Education
University of Florida 2007 — 2008
Master of Science, Computer and Information Science and Engineering
Aligarh Muslim University 2001 — 2005
B.Tech, Computer Engineering
Bloomberg February 2009 - Present
Morgan Stanley May 2008 - August 2008
University of Florida May 2007 - May 2008
Infosys Technology Ltd. December 2005 - December 2006
Skills
Algorithms, .NET, C, C, Distributed Systems, Java, Matlab, Programming, Python
Education
University of Florida 2007 — 2008
Master of Science, Computer and Information Science and Engineering
Aligarh Muslim University 2001 — 2005
B.Tech, Computer Engineering
Syed Adil's Morgan Stanley Experience January 2012 - April 2012
Job IT Business Analyst at Financial Solutions Consulting
Industry Information Technology and Services
Experience
IT Consultant Freelance March 2012 - Present
The Depository Trust & Clearing Corporation, Enterprise Data and Risk Group February 2014 - August 2014
Genpact Headstrong Capital Markets August 2013 - January 2014
BNP Paribas April 2012 - August 2013
Morgan Stanley January 2012 - April 2012
Headstrong April 1999 - March 2012
Jefferies & Company November 2010 - October 2011
Credit Suisse First Boston September 2009 - November 2010
Lehman Brothers May 2007 - August 2009
Banc of America Securities March 2006 - April 2007
Skills
Reference Data, Data Feeds, Data Aggregation, Data Transformation, Data Extraction, Investment Banking, Requirements Analysis, Capital Markets, Fixed Income, Equities, Data Warehousing, Data Modeling, Informatica, ETL, Business Analysis, SDLC, Requirements Gathering, Enterprise Architecture, Unix Shell Scripting, Unix, Oracle SQL, AML, KYC, Client Onboarding, Perl, Sybase, SQL, Enterprise Software, Integration, Solution Architecture, Software Project..., Project Delivery, IT Strategy, Business Process Design, Strategy, SOA, Business Intelligence, DB2, Oracle, Software Documentation, Data Migration, Onboarding
Education
Internation School of Computer and Technology 1991 — 1993
Post Graduate Diploma in Computer Applications, Management Information Systems, General
Aligarh Muslim University 1987 — 1991
Bsc.. Engg.., Electrical Engineering
IT Consultant Freelance March 2012 - Present
The Depository Trust & Clearing Corporation, Enterprise Data and Risk Group February 2014 - August 2014
Genpact Headstrong Capital Markets August 2013 - January 2014
BNP Paribas April 2012 - August 2013
Morgan Stanley January 2012 - April 2012
Headstrong April 1999 - March 2012
Jefferies & Company November 2010 - October 2011
Credit Suisse First Boston September 2009 - November 2010
Lehman Brothers May 2007 - August 2009
Banc of America Securities March 2006 - April 2007
Skills
Reference Data, Data Feeds, Data Aggregation, Data Transformation, Data Extraction, Investment Banking, Requirements Analysis, Capital Markets, Fixed Income, Equities, Data Warehousing, Data Modeling, Informatica, ETL, Business Analysis, SDLC, Requirements Gathering, Enterprise Architecture, Unix Shell Scripting, Unix, Oracle SQL, AML, KYC, Client Onboarding, Perl, Sybase, SQL, Enterprise Software, Integration, Solution Architecture, Software Project..., Project Delivery, IT Strategy, Business Process Design, Strategy, SOA, Business Intelligence, DB2, Oracle, Software Documentation, Data Migration, Onboarding
Education
Internation School of Computer and Technology 1991 — 1993
Post Graduate Diploma in Computer Applications, Management Information Systems, General
Aligarh Muslim University 1987 — 1991
Bsc.. Engg.., Electrical Engineering
Julia Fuerst's Morgan Stanley Experience 2005 - 2005
Job Legal Advisor Corporate Law at HYPO NOE Gruppe Bank AG
Industry Banking
Experience
HYPO NOE Gruppe Bank AG June 2015 - Present
HYPO NOE Gruppe Bank AG September 2014 - May 2015
HYPO NOE Gruppe Bank AG (renamed from HYPO Investmentbank AG) December 2010 - August 2014
Bundesrechenzentrum GmbH January 2009 - December 2010
Morgan Stanley 2005 - 2005
Skills
Corporate Law, Business Strategy, German, English, Real Estate, Corporate Finance, International Business, Legal Advice, International Law
Education
Leopold-Franzens Universität Innsbruck 2002 — 2007
Manchester Business School 2004 — 2005
HYPO NOE Gruppe Bank AG June 2015 - Present
HYPO NOE Gruppe Bank AG September 2014 - May 2015
HYPO NOE Gruppe Bank AG (renamed from HYPO Investmentbank AG) December 2010 - August 2014
Bundesrechenzentrum GmbH January 2009 - December 2010
Morgan Stanley 2005 - 2005
Skills
Corporate Law, Business Strategy, German, English, Real Estate, Corporate Finance, International Business, Legal Advice, International Law
Education
Leopold-Franzens Universität Innsbruck 2002 — 2007
Manchester Business School 2004 — 2005
Melissa Watson's Morgan Stanley Experience June 2007 - August 2014
Job Recruiting Business Analyst
Industry Financial Services
Experience
Morgan Stanley June 2007 - August 2014
Macy's May 2005 - June 2007
Skills
Business Analysis, PeopleSoft, HRIS, Applicant Tracking..., Business Objects, Internet Recruiting, Recruiting, Human Resources, Financial Services, Vendor Management, Salesforce.com, Outsourcing, College Recruiting, Process Improvement, Talent Acquisition, Executive Search, Talent Management, Sourcing
Education
The University of Connecticut 2007 — 2013
Bachelor of Applied Science (B.A.Sc.), Organizational Behavior Studies
Albertus Magnus College 2005 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Morgan Stanley June 2007 - August 2014
Macy's May 2005 - June 2007
Skills
Business Analysis, PeopleSoft, HRIS, Applicant Tracking..., Business Objects, Internet Recruiting, Recruiting, Human Resources, Financial Services, Vendor Management, Salesforce.com, Outsourcing, College Recruiting, Process Improvement, Talent Acquisition, Executive Search, Talent Management, Sourcing
Education
The University of Connecticut 2007 — 2013
Bachelor of Applied Science (B.A.Sc.), Organizational Behavior Studies
Albertus Magnus College 2005 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Wesley Webster's Morgan Stanley Experience January 2013 - Present
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley Smith Barney June 2011 - January 2013
Morgan Stanley Smith Barney April 2009 - June 2011
Citi May 2008 - May 2010
The Hertz Corporation September 2005 - May 2008
NJ Board of Public Utilities February 2003 - September 2005
Dendrite International April 2001 - February 2003
Skills
Java Enterprise Edition, Integration, UML, Web Development, Testing, Software Documentation, Management, SDLC, Requirements Gathering, Access, SQL, Java, Business Analysis, Software Project..., JavaScript
Education
The Chubb Institute 2000 — 2002
Ambassador University 1982 — 1986
B.A., Theology
Orange High School
Morgan Stanley January 2013 - Present
Morgan Stanley Smith Barney June 2011 - January 2013
Morgan Stanley Smith Barney April 2009 - June 2011
Citi May 2008 - May 2010
The Hertz Corporation September 2005 - May 2008
NJ Board of Public Utilities February 2003 - September 2005
Dendrite International April 2001 - February 2003
Skills
Java Enterprise Edition, Integration, UML, Web Development, Testing, Software Documentation, Management, SDLC, Requirements Gathering, Access, SQL, Java, Business Analysis, Software Project..., JavaScript
Education
The Chubb Institute 2000 — 2002
Ambassador University 1982 — 1986
B.A., Theology
Orange High School
Sam Marciano's Morgan Stanley Experience June 2001 - December 2002
Job Director, SMA Product Manager at Legg Mason
Industry Financial Services
Experience
Legg Mason October 2011 - Present
Legg Mason December 2006 - October 2011
Legg Mason July 2005 - December 2006
Citigroup Asset Management February 2003 - July 2005
Morgan Stanley June 2001 - December 2002
Skills
Separately Managed..., Series 7, Mutual Funds, Series 24, ETFs, Uniform Combined State..., Product Management, Sales Management, Investment Management, Investment Strategies, Securities, Wealth Management, Series 63, Series 65, 529 Plans, Closed-end Funds, Business Management, Management, Series 66, Series 31, Series 51, Asset Management
Education
Alvernia College 1997 — 2001
BA, Business Management
Legg Mason October 2011 - Present
Legg Mason December 2006 - October 2011
Legg Mason July 2005 - December 2006
Citigroup Asset Management February 2003 - July 2005
Morgan Stanley June 2001 - December 2002
Skills
Separately Managed..., Series 7, Mutual Funds, Series 24, ETFs, Uniform Combined State..., Product Management, Sales Management, Investment Management, Investment Strategies, Securities, Wealth Management, Series 63, Series 65, 529 Plans, Closed-end Funds, Business Management, Management, Series 66, Series 31, Series 51, Asset Management
Education
Alvernia College 1997 — 2001
BA, Business Management
Jay Maller's Morgan Stanley Experience May 1998 - January 2009
Job at EcoMail Development, LLC.
Industry Information Technology and Services
Experience
Morgan Stanley May 1998 - January 2009
Integral Development Corp May 1997 - May 1998
Odyssey Partners February 1994 - May 1997
In-Touch Technologies July 1989 - February 1994
Security Pacific Bank July 1985 - July 1989
Merrill Lynch July 1982 - July 1985
TIAA-CREF December 1979 - July 1982
Skills
Hedge Funds, Venture Capital, Investment Banking, Start-ups, Fixed Income, Strategic Partnerships, Alternative Investments, Derivatives, Prime Brokerage, Mergers, Financial Services, Equities, Consulting
Education
American University 1976 — 1979
Finance, Computer Science
Morgan Stanley May 1998 - January 2009
Integral Development Corp May 1997 - May 1998
Odyssey Partners February 1994 - May 1997
In-Touch Technologies July 1989 - February 1994
Security Pacific Bank July 1985 - July 1989
Merrill Lynch July 1982 - July 1985
TIAA-CREF December 1979 - July 1982
Skills
Hedge Funds, Venture Capital, Investment Banking, Start-ups, Fixed Income, Strategic Partnerships, Alternative Investments, Derivatives, Prime Brokerage, Mergers, Financial Services, Equities, Consulting
Education
American University 1976 — 1979
Finance, Computer Science
Elizabeth L. Elser's Morgan Stanley Experience March 1998 - 2005
Job Trustee
Industry Investment Management
Experience
Multiple Entities October 2013 - Present
UBS Financial Services, Inc. 2007 - October 2013
Morgan Stanley March 1998 - 2005
EL Elser and Associates 1992 - 1998
The Federalist Society 1990 - 1991
U.S. Department of State 1990 - 1990
House of Commons 1988 - 1989
Skills
Management, Finance, Investments, Wealth Management, Estate Planning
Education
Georgetown University 2001 — 2002
Executive Certificate, Financial Planning
American University 1985 — 1989
BA, Public Communication
Multiple Entities October 2013 - Present
UBS Financial Services, Inc. 2007 - October 2013
Morgan Stanley March 1998 - 2005
EL Elser and Associates 1992 - 1998
The Federalist Society 1990 - 1991
U.S. Department of State 1990 - 1990
House of Commons 1988 - 1989
Skills
Management, Finance, Investments, Wealth Management, Estate Planning
Education
Georgetown University 2001 — 2002
Executive Certificate, Financial Planning
American University 1985 — 1989
BA, Public Communication
Anthony Fortunato's Morgan Stanley Experience May 2005 - August 2005
Job Client Manager, Sales Manager and Revenue Producer in the Hospitality Industry
Industry Gambling & Casinos
Experience
The Mirage March 2011 - September 2014
MGM MIRAGE March 2010 - July 2011
The Mirage Hotel and Casino April 2010 - March 2011
St. George Warehousing and Shipping May 2007 - December 2008
Morgan Stanley May 2005 - August 2005
Skills
Hotels, Hospitality, Hospitality Industry, Event Management, Event Planning, Sales, Resorts, Public Relations, Negotiation, Trade Shows, Food & Beverage, Tourism, Contract Negotiations, Proposal Writing, Revenue Management, Strategic Planning, Client Management, Client Relations, Customer Service, Lead Generation, Account Management, New Business Development, Networking, Team Leadership, Cross-functional Team..., Cross Selling
Education
American University 2003 — 2007
Bachelors Degree, International Relations and International Development
The Mirage March 2011 - September 2014
MGM MIRAGE March 2010 - July 2011
The Mirage Hotel and Casino April 2010 - March 2011
St. George Warehousing and Shipping May 2007 - December 2008
Morgan Stanley May 2005 - August 2005
Skills
Hotels, Hospitality, Hospitality Industry, Event Management, Event Planning, Sales, Resorts, Public Relations, Negotiation, Trade Shows, Food & Beverage, Tourism, Contract Negotiations, Proposal Writing, Revenue Management, Strategic Planning, Client Management, Client Relations, Customer Service, Lead Generation, Account Management, New Business Development, Networking, Team Leadership, Cross-functional Team..., Cross Selling
Education
American University 2003 — 2007
Bachelors Degree, International Relations and International Development
Hossam Ayyoub's Morgan Stanley Experience 1998 - 2004
Job Corporate Actions | Compliance | Investment Operation Services | Project Managment
Industry Financial Services
Experience
State Street Trust Co 2009 - November 2014
Morgan Stanley Investment Management 2005 - 2009
Saranac Capital Management 2004 - 2005
Morgan Stanley 1998 - 2004
Skills
Corporate Actions, Fixed Income, Asset Management, Equities, Derivatives, Bloomberg, Hedge Funds, Capital Markets, Securities, Mutual Funds, Middle Office, Operational Risk, Legal Compliance, Project Management, Risk Assessment, Auditing, Alternative Investments, Back Office, Investment Banking, Investments
Education
Alexandria University
Bachelor of Science (B.S.)
State Street Trust Co 2009 - November 2014
Morgan Stanley Investment Management 2005 - 2009
Saranac Capital Management 2004 - 2005
Morgan Stanley 1998 - 2004
Skills
Corporate Actions, Fixed Income, Asset Management, Equities, Derivatives, Bloomberg, Hedge Funds, Capital Markets, Securities, Mutual Funds, Middle Office, Operational Risk, Legal Compliance, Project Management, Risk Assessment, Auditing, Alternative Investments, Back Office, Investment Banking, Investments
Education
Alexandria University
Bachelor of Science (B.S.)
Walter Richter's Morgan Stanley Experience January 2012 - Present
Job Senior Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley January 2009 - December 2011
Bank of America 2004 - 2007
Skills
Financial Modeling, Regulatory Reporting, Product Control, Investment Banking, Financial Analysis, Financial Forecasting
Education
Alfred University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Morgan Stanley January 2012 - Present
Morgan Stanley January 2009 - December 2011
Bank of America 2004 - 2007
Skills
Financial Modeling, Regulatory Reporting, Product Control, Investment Banking, Financial Analysis, Financial Forecasting
Education
Alfred University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Janet Mills-Mendham's Morgan Stanley Experience 2010 - 2013
Job Marketing and Communications Professional
Industry Financial Services
Experience
New York Life Insurance Company 2013 - Present
Morgan Stanley 2010 - 2013
Standard & Poor's May 2010 - September 2010
UBS September 2007 - March 2010
Merrill Lynch May 1995 - March 2004
Education
Allegheny College
BA, English, Economics
Rutgers Graduate School of Management
MBA, Finance, Marketing
New York Life Insurance Company 2013 - Present
Morgan Stanley 2010 - 2013
Standard & Poor's May 2010 - September 2010
UBS September 2007 - March 2010
Merrill Lynch May 1995 - March 2004
Education
Allegheny College
BA, English, Economics
Rutgers Graduate School of Management
MBA, Finance, Marketing
Nasir Husain's Morgan Stanley Experience April 2002 - November 2002
Job AVP at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse December 2002 - Present
Morgan Stanley April 2002 - November 2002
Goldman Sachs May 2000 - December 2001
Merrill Lynch September 1999 - May 2000
Citibank March 1998 - September 1999
Skills
ClearQuest, SDLC, Test Planning, Test Automation, Test Management, Quality Assurance, QTP, Test Strategy, Business Analysis, Testing, Quality Center
Education
Drexel University 1990 — 1994
Aligarh Muslim University 1982 — 1989
B.Sc. Engg., Civil Engineering
Credit Suisse December 2002 - Present
Morgan Stanley April 2002 - November 2002
Goldman Sachs May 2000 - December 2001
Merrill Lynch September 1999 - May 2000
Citibank March 1998 - September 1999
Skills
ClearQuest, SDLC, Test Planning, Test Automation, Test Management, Quality Assurance, QTP, Test Strategy, Business Analysis, Testing, Quality Center
Education
Drexel University 1990 — 1994
Aligarh Muslim University 1982 — 1989
B.Sc. Engg., Civil Engineering
Khare Sandeep's Morgan Stanley Experience July 2004 - June 2011
Job AVP, Barclays.
Industry Computer Software
Experience
Barclays Investment Bank April 2012 - Present
Citi July 2011 - April 2012
Morgan Stanley July 2004 - June 2011
LexisNexis 2000 - 2004
Addison Wiseley Longman, Prentice Hall 1999 - 2000
KPMG Peat Marwick 1998 - 1999
BellCore 1997 - 1998
Viman Software Technologies 1996 - 1997
Education
Indian Institute of Technology, Delhi 1995 — 1996
M. Tech, Computer Science
Aligarh Muslim University 1990 — 1994
B.Tech, Computer Science & Engg
Aligarh Muslim University 1988 — 1990
X+2, Physics, Maths, Chemistry
Our Lady of Fatima, Hr Secondary School 1984 — 1988
X, Class X
OLF , school 1982 — 1988
X, Class X
Barclays Investment Bank April 2012 - Present
Citi July 2011 - April 2012
Morgan Stanley July 2004 - June 2011
LexisNexis 2000 - 2004
Addison Wiseley Longman, Prentice Hall 1999 - 2000
KPMG Peat Marwick 1998 - 1999
BellCore 1997 - 1998
Viman Software Technologies 1996 - 1997
Education
Indian Institute of Technology, Delhi 1995 — 1996
M. Tech, Computer Science
Aligarh Muslim University 1990 — 1994
B.Tech, Computer Science & Engg
Aligarh Muslim University 1988 — 1990
X+2, Physics, Maths, Chemistry
Our Lady of Fatima, Hr Secondary School 1984 — 1988
X, Class X
OLF , school 1982 — 1988
X, Class X
Andrew Weisman's Morgan Stanley Experience June 1993 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 1993 - Present
Shearson Lehman Hutton June 1990 - June 1993
Skills
Mergers & Acquisitions, Underwriting, Financial Risk, Brokers, Enterprise Risk..., Risk Management, Property & Casualty..., Due Diligence, Insurance, Financial Modeling, Reinsurance, Financial Analysis, Management
Education
Alfred University 1981 — 1985
Bachelor of Science (B.S.) Business Administration & B.S. Health Care Administration, Economics/Finance/Health Care Administration
Morgan Stanley June 1993 - Present
Shearson Lehman Hutton June 1990 - June 1993
Skills
Mergers & Acquisitions, Underwriting, Financial Risk, Brokers, Enterprise Risk..., Risk Management, Property & Casualty..., Due Diligence, Insurance, Financial Modeling, Reinsurance, Financial Analysis, Management
Education
Alfred University 1981 — 1985
Bachelor of Science (B.S.) Business Administration & B.S. Health Care Administration, Economics/Finance/Health Care Administration
Amer Helmy's Morgan Stanley Experience June 2012 - May 2014
Job IT Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2014 - Present
Morgan Stanley June 2012 - May 2014
Fidelity Investments April 2009 - June 2012
Prudential Investments. August 2008 - January 2009
Morgan Stanley June 2007 - April 2008
Prudential Financial April 2005 - June 2007
Wachovia Securities/Prudential Securities May 1995 - April 2005
Prudential Securities 2000 - 2004
Wachovia Securities, LLC 2000 - 2004
Delaware Charter Guarantee & Trust February 1994 - May 1995
Skills
CICS, SDLC, Business Analysis, Business Requirements, Management, Project Management, JCL, Software Project..., Databases, VSAM, Mainframe, Enterprise Architecture, Data Modeling, Agile Methodologies, IBM Mainframe, Process Improvement, Project Portfolio..., Requirements Analysis, Program Management, COBOL, Business Intelligence, Visio, IT Strategy, Disaster Recovery, DB2, Change Management, Systems Analysis, Project Planning, Financial Services, Requirements Gathering, User Acceptance Testing, Business Process, Risk Management, MS Project, SharePoint, Integration, IT Management, Software Documentation, Fileaid, Analysis, Quality Center, SQL, Data Warehousing, Endeavor, MVS, Leadership, PMO
Education
Brookdale Community College 2005 — 2006
Chubb Institute 1992 — 2000
Alexandria University 1985 — 1990
pychology
Fidelity Investments August 2014 - Present
Morgan Stanley June 2012 - May 2014
Fidelity Investments April 2009 - June 2012
Prudential Investments. August 2008 - January 2009
Morgan Stanley June 2007 - April 2008
Prudential Financial April 2005 - June 2007
Wachovia Securities/Prudential Securities May 1995 - April 2005
Prudential Securities 2000 - 2004
Wachovia Securities, LLC 2000 - 2004
Delaware Charter Guarantee & Trust February 1994 - May 1995
Skills
CICS, SDLC, Business Analysis, Business Requirements, Management, Project Management, JCL, Software Project..., Databases, VSAM, Mainframe, Enterprise Architecture, Data Modeling, Agile Methodologies, IBM Mainframe, Process Improvement, Project Portfolio..., Requirements Analysis, Program Management, COBOL, Business Intelligence, Visio, IT Strategy, Disaster Recovery, DB2, Change Management, Systems Analysis, Project Planning, Financial Services, Requirements Gathering, User Acceptance Testing, Business Process, Risk Management, MS Project, SharePoint, Integration, IT Management, Software Documentation, Fileaid, Analysis, Quality Center, SQL, Data Warehousing, Endeavor, MVS, Leadership, PMO
Education
Brookdale Community College 2005 — 2006
Chubb Institute 1992 — 2000
Alexandria University 1985 — 1990
pychology
Keith Martell's Morgan Stanley Experience January 2007 - May 2007
Job Vice President at HSBC
Industry Financial Services
Experience
HSBC August 2013 - Present
Deloitte May 2012 - August 2013
Bank of America July 2010 - May 2012
Clark Dodge & Company October 2007 - July 2010
Morgan Stanley January 2007 - May 2007
Skills
Securities, FINRA, Banking, Compliance, Securities Law, Risk Management, Securities Regulation, Investment Banking, AML, Risk, Capital Markets, Regulatory Affairs, Investment Advisory, Risk Management..., SEC, Investment Advisers Act, Securities Exchange Act..., 1940 Act, Series 7, Series 24, Series 63
Education
Albany Law School of Union University
Juris Doctor
University of Delaware - Lerner College of Business and Economics
BS
HSBC August 2013 - Present
Deloitte May 2012 - August 2013
Bank of America July 2010 - May 2012
Clark Dodge & Company October 2007 - July 2010
Morgan Stanley January 2007 - May 2007
Skills
Securities, FINRA, Banking, Compliance, Securities Law, Risk Management, Securities Regulation, Investment Banking, AML, Risk, Capital Markets, Regulatory Affairs, Investment Advisory, Risk Management..., SEC, Investment Advisers Act, Securities Exchange Act..., 1940 Act, Series 7, Series 24, Series 63
Education
Albany Law School of Union University
Juris Doctor
University of Delaware - Lerner College of Business and Economics
BS
Deborah Hyatt's Morgan Stanley Experience November 1995 - June 1996
Job Account Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo April 1998 - Present
Lutheran Brotherhood January 1997 - April 1998
Morgan Stanley November 1995 - June 1996
Matthew Bender 1986 - 1993
Skills
Customer Service, Credit, Financial Services, PeopleSoft, Concur, Microsoft Word, Microsoft Office, Spreadsheets, Public Speaking, Stage Lighting, Creative Writing, Publishing, Invoicing, Accounting, Social Media, Editing
Education
Augsburg College 2010 — 2013
Master's Degree, Leadership
Augsburg College 2008 — 2010
Bachelor's Degree, Communications
American Academy of Dramatic Arts 1985 — 1986
Drama and Dramatics/Theatre Arts, General
West Virginia State University 1981 — 1982
Associate's Degree, Communication, General
Wells Fargo April 1998 - Present
Lutheran Brotherhood January 1997 - April 1998
Morgan Stanley November 1995 - June 1996
Matthew Bender 1986 - 1993
Skills
Customer Service, Credit, Financial Services, PeopleSoft, Concur, Microsoft Word, Microsoft Office, Spreadsheets, Public Speaking, Stage Lighting, Creative Writing, Publishing, Invoicing, Accounting, Social Media, Editing
Education
Augsburg College 2010 — 2013
Master's Degree, Leadership
Augsburg College 2008 — 2010
Bachelor's Degree, Communications
American Academy of Dramatic Arts 1985 — 1986
Drama and Dramatics/Theatre Arts, General
West Virginia State University 1981 — 1982
Associate's Degree, Communication, General
Serge Colle -- ITIL's Morgan Stanley Experience May 2008 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2008 - Present
Morgan Stanley Service Canada January 2015 - Present
Morgan Stanley May 2008 - December 2014
Compuware Canada October 2005 - April 2008
MindStep Corporation January 1997 - October 2005
Nortel Technology January 1996 - January 1999
University of Ottawa January 1996 - December 1998
Skills
Perl, Software Engineering, Distributed Systems, JavaScript, SPARQL, RDF, MarkLogic, Software Project..., Unix, SDLC, Linux, Management, IT Strategy, Integration, Quality Assurance, Requirements Analysis, Agile Project Management, System Architecture, Offshoring, Flex, Risk Management, C, Process Improvement, Delivering Projects, Technical Recruiting, Enterprise IT..., FreeBSD, HP-UX, Networking Protocol, Web 2.0 Development, Dojo, Production Managment, Remote Monitoring, Server Monitoring, Entitlements, Kernel Programming, Batch Control, Open Source Software, Enterprise Architecture, Cloud Computing
Education
University of Ottawa / Université d'Ottawa 1995 — 1998
M.CS, Software Engineering, Cum Laude
University of Ottawa / Université d'Ottawa 1991 — 1995
B.Sc, Computer Science, Magna Cum Laude
Algonquin College of Applied Arts and Technology 1990 — 1991
Diploma, Electrical Engineering Technician, Honours
Morgan Stanley May 2008 - Present
Morgan Stanley Service Canada January 2015 - Present
Morgan Stanley May 2008 - December 2014
Compuware Canada October 2005 - April 2008
MindStep Corporation January 1997 - October 2005
Nortel Technology January 1996 - January 1999
University of Ottawa January 1996 - December 1998
Skills
Perl, Software Engineering, Distributed Systems, JavaScript, SPARQL, RDF, MarkLogic, Software Project..., Unix, SDLC, Linux, Management, IT Strategy, Integration, Quality Assurance, Requirements Analysis, Agile Project Management, System Architecture, Offshoring, Flex, Risk Management, C, Process Improvement, Delivering Projects, Technical Recruiting, Enterprise IT..., FreeBSD, HP-UX, Networking Protocol, Web 2.0 Development, Dojo, Production Managment, Remote Monitoring, Server Monitoring, Entitlements, Kernel Programming, Batch Control, Open Source Software, Enterprise Architecture, Cloud Computing
Education
University of Ottawa / Université d'Ottawa 1995 — 1998
M.CS, Software Engineering, Cum Laude
University of Ottawa / Université d'Ottawa 1991 — 1995
B.Sc, Computer Science, Magna Cum Laude
Algonquin College of Applied Arts and Technology 1990 — 1991
Diploma, Electrical Engineering Technician, Honours
Steven Reis's Morgan Stanley Experience 2002 - 2008
Job Credit Analyst at TIAACREF
Industry Investment Management
Experience
TIAA-CREF January 2009 - Present
Morgan Stanley 2002 - 2008
Monitor Group April 1994 - April 1997
Skills
Fixed Income, Capital Markets, Investments, Financial Analysis, Financial Modeling, High Yield, Bloomberg, Derivatives
Education
Carnegie Mellon University 2000 — 2002
Master of Business Administration (MBA), Finance, General
Northeastern University 1992 — 1994
MA, Technical and Scientific Communication
Alfred University 1987 — 1991
Engineering
TIAA-CREF January 2009 - Present
Morgan Stanley 2002 - 2008
Monitor Group April 1994 - April 1997
Skills
Fixed Income, Capital Markets, Investments, Financial Analysis, Financial Modeling, High Yield, Bloomberg, Derivatives
Education
Carnegie Mellon University 2000 — 2002
Master of Business Administration (MBA), Finance, General
Northeastern University 1992 — 1994
MA, Technical and Scientific Communication
Alfred University 1987 — 1991
Engineering
Russell Holub's Morgan Stanley Experience August 1989 - December 2007
Job Managing Director at Rosenblatt Securities
Industry Capital Markets
Experience
Rosenblatt Securities August 2008 - Present
Morgan Stanley August 1989 - December 2007
Bear Stearns January 1987 - August 1989
Skills
Fidessa, Equities, Trading, Bloomberg, Securities, Electronic Trading, Equity Trading, Series 7, Financial Markets, Trading Technology, Options, Trading Strategies, Emerging Markets, Hedge Funds, Equity Research, Equity Derivatives, Trading Systems, Asset Managment, Asset Management, Alternative Investments, Bonds, Capital Markets, Derivatives, ETFs, Financial Services, Fixed Income, Investment Banking, Market Data, Technical Analysis, Prime Brokerage, Proprietary Trading, Investment Management, Quantitative Finance, Series 63
Education
Iona College 1983 — 1986
BBA, Finance
Alfred University 1982 — 1983
Computer Science
Rosenblatt Securities August 2008 - Present
Morgan Stanley August 1989 - December 2007
Bear Stearns January 1987 - August 1989
Skills
Fidessa, Equities, Trading, Bloomberg, Securities, Electronic Trading, Equity Trading, Series 7, Financial Markets, Trading Technology, Options, Trading Strategies, Emerging Markets, Hedge Funds, Equity Research, Equity Derivatives, Trading Systems, Asset Managment, Asset Management, Alternative Investments, Bonds, Capital Markets, Derivatives, ETFs, Financial Services, Fixed Income, Investment Banking, Market Data, Technical Analysis, Prime Brokerage, Proprietary Trading, Investment Management, Quantitative Finance, Series 63
Education
Iona College 1983 — 1986
BBA, Finance
Alfred University 1982 — 1983
Computer Science
Daniel Darby's Morgan Stanley Experience September 2007 - November 2008
Job Managing Director Institutional Sales
Industry Financial Services
Experience
MassMutual Retirement Services December 2008 - Present
Morgan Stanley September 2007 - November 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2005 - 2007
Principal Financial Group 1999 - 2005
Principal Financial Group 1999 - 2005
Skills
Financial Services, Mutual Funds, Strategic Planning, Investments, Series 7, Series 63, Strategic Financial..., Customer Service, Retirement, Asset Allocation, Securities, Wealth Management, 401k, Retirement Planning, Investment Advisory
Education
Alma College 1986 — 1988
Bachelor of Science, Biology
MassMutual Retirement Services December 2008 - Present
Morgan Stanley September 2007 - November 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2005 - 2007
Principal Financial Group 1999 - 2005
Principal Financial Group 1999 - 2005
Skills
Financial Services, Mutual Funds, Strategic Planning, Investments, Series 7, Series 63, Strategic Financial..., Customer Service, Retirement, Asset Allocation, Securities, Wealth Management, 401k, Retirement Planning, Investment Advisory
Education
Alma College 1986 — 1988
Bachelor of Science, Biology
Jim Karch's Morgan Stanley Experience 2002 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Brianna Cox's Morgan Stanley Experience September 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Morgan Stanley September 2011 - September 2013
Morgan Stanley October 2009 - September 2011
Morgan Stanley 2008 - 2009
Skills
Derivatives, Options, Business Analysis, Series 7, Back Office
Education
American University 2004 — 2007
BS, Accounting
Morgan Stanley September 2014 - Present
Morgan Stanley September 2011 - September 2013
Morgan Stanley October 2009 - September 2011
Morgan Stanley 2008 - 2009
Skills
Derivatives, Options, Business Analysis, Series 7, Back Office
Education
American University 2004 — 2007
BS, Accounting
Kristin Isabelli's Morgan Stanley Experience May 2007 - August 2007
Job US Customs and Border Protection, Congressional Liaison Specialist
Industry Nonprofit Organization Management
Experience
US Customs and Border Protection Office of Congressional Affairs June 2015 - Present
United States Council for International Business October 2013 - June 2015
Committee on Ways and Means Subcommittee on Trade May 2011 - October 2013
US Congress August 2009 - May 2011
Allegheny College Office of Career Services August 2006 - May 2009
Cohen, Milstein, Hausfeld & Toll June 2008 - August 2008
Office of Congressman Dennis Hastert 14th District Illinois May 2007 - August 2007
Morgan Stanley May 2007 - August 2007
Skills
Grant Writing, Microsoft Excel, International Relations, Government, Databases, Policy Analysis, Marketing, French, Nonprofits, Event Planning, Research, Community Outreach, Translation, Interviews, Microsoft Office, Public Policy, Politics, Management, Legislative Relations
Education
George Mason University 2011 — 2014
Master's degree, International Commerce & Policy
Allegheny College 2005 — 2009
International Studies and French, Foreign Language and International Affairs
US Customs and Border Protection Office of Congressional Affairs June 2015 - Present
United States Council for International Business October 2013 - June 2015
Committee on Ways and Means Subcommittee on Trade May 2011 - October 2013
US Congress August 2009 - May 2011
Allegheny College Office of Career Services August 2006 - May 2009
Cohen, Milstein, Hausfeld & Toll June 2008 - August 2008
Office of Congressman Dennis Hastert 14th District Illinois May 2007 - August 2007
Morgan Stanley May 2007 - August 2007
Skills
Grant Writing, Microsoft Excel, International Relations, Government, Databases, Policy Analysis, Marketing, French, Nonprofits, Event Planning, Research, Community Outreach, Translation, Interviews, Microsoft Office, Public Policy, Politics, Management, Legislative Relations
Education
George Mason University 2011 — 2014
Master's degree, International Commerce & Policy
Allegheny College 2005 — 2009
International Studies and French, Foreign Language and International Affairs
Joseph A. (Joe) Sidor's Morgan Stanley Experience December 1984 - October 2006
Job Managing Director Head of Infrastructure Program Management at MSCI Inc.
Industry Information Technology and Services
Experience
MSCI Inc. May 2014 - Present
JP Morgan June 2007 - March 2014
Morgan Stanley December 1984 - October 2006
Collective Technolgies / PSA 1994 - 1995
Data Capture Systems 1993 - 1993
Skills
Trading Systems, IT Strategy, Derivatives, Management, Investment Banking, Outsourcing, Electronic Trading, Hedge Funds, Market Data, Risk Management, Fixed Income, Equities, Data Center, Integration, Prime Brokerage, Capital Markets, Trading, Mergers & Acquisitions
Education
Allegheny College
Physics
Columbia University in the City of New York
Mechanical Engineering
MSCI Inc. May 2014 - Present
JP Morgan June 2007 - March 2014
Morgan Stanley December 1984 - October 2006
Collective Technolgies / PSA 1994 - 1995
Data Capture Systems 1993 - 1993
Skills
Trading Systems, IT Strategy, Derivatives, Management, Investment Banking, Outsourcing, Electronic Trading, Hedge Funds, Market Data, Risk Management, Fixed Income, Equities, Data Center, Integration, Prime Brokerage, Capital Markets, Trading, Mergers & Acquisitions
Education
Allegheny College
Physics
Columbia University in the City of New York
Mechanical Engineering
Eric Hecht's Morgan Stanley Experience August 1992 - January 1997
Job Epidemiologist
Industry Research
Experience
University of Miami, Miller School of Medicine September 2011 - Present
Merrill Lynch January 1997 - January 2003
Morgan Stanley August 1992 - January 1997
Skills
Public Health, Clinical Trials, Life Sciences, Biotechnology, Clinical Research, chess, ping pong
Education
University of Miami Leonard M. Miller School of Medicine 2010 — 2011
Master's degree, Public Health
Albert Einstein College of Medicine of Yeshiva University 1986 — 1990
MD, Medicine
Touro College 1982 — 1985
BS, Health Sciences
McGill University
University of Miami, Miller School of Medicine September 2011 - Present
Merrill Lynch January 1997 - January 2003
Morgan Stanley August 1992 - January 1997
Skills
Public Health, Clinical Trials, Life Sciences, Biotechnology, Clinical Research, chess, ping pong
Education
University of Miami Leonard M. Miller School of Medicine 2010 — 2011
Master's degree, Public Health
Albert Einstein College of Medicine of Yeshiva University 1986 — 1990
MD, Medicine
Touro College 1982 — 1985
BS, Health Sciences
McGill University
Paul Cyzeski's Morgan Stanley Experience 1997 - 1998
Job President at Independent Insurance Consultant, P&C, Risk Mgt., Benefits
Industry Insurance
Experience
Independent Consultant - Property & Casualty, Benefits, Legal Plans & Idenity Theft 2003 - June 2009
Zurich Financial Services 1999 - 2003
Morgan Stanley 1997 - 1998
Bain Hogg Group 1992 - 1996
FM Global 1983 - 1991
Johnson & Johnson (Ethicon, Inc.) 1975 - 1983
Mobil Oil Corporation 1971 - 1975
Skills
Strategy, Risk Management, Training
Education
Insurance Institute of America 1986 — 1990
Associate of Risk Management, Risk Management, N/A - Completed ARM 54, ARM 55, and ARM 56. Received Certification
Kent State University 1967 — 1970
Bachelors, BUSINESS ADMINISTRATION
Alfred State College - SUNY College of Technology 1965 — 1967
Associate, Marketing
OLEAN HIGH SCHOOL 1961 — 1965
HIGH SCHOOL DIPLOMA, BUSINESS ADMINISTRATION
Independent Consultant - Property & Casualty, Benefits, Legal Plans & Idenity Theft 2003 - June 2009
Zurich Financial Services 1999 - 2003
Morgan Stanley 1997 - 1998
Bain Hogg Group 1992 - 1996
FM Global 1983 - 1991
Johnson & Johnson (Ethicon, Inc.) 1975 - 1983
Mobil Oil Corporation 1971 - 1975
Skills
Strategy, Risk Management, Training
Education
Insurance Institute of America 1986 — 1990
Associate of Risk Management, Risk Management, N/A - Completed ARM 54, ARM 55, and ARM 56. Received Certification
Kent State University 1967 — 1970
Bachelors, BUSINESS ADMINISTRATION
Alfred State College - SUNY College of Technology 1965 — 1967
Associate, Marketing
OLEAN HIGH SCHOOL 1961 — 1965
HIGH SCHOOL DIPLOMA, BUSINESS ADMINISTRATION
Alexa Pappas's Morgan Stanley Experience May 2000 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2000 - Present
John Hancock Life Insurance Company (U.S.A.) 1993 - 1999
Skills
Securities, Wealth Management, Alternative Investments, Securities Regulation, Hedge Funds, Series 7
Education
Villanova University School of Law 1990 — 1993
American University 1986 — 1990
Bachelor's degree, Political Science and Government
Morgan Stanley May 2000 - Present
John Hancock Life Insurance Company (U.S.A.) 1993 - 1999
Skills
Securities, Wealth Management, Alternative Investments, Securities Regulation, Hedge Funds, Series 7
Education
Villanova University School of Law 1990 — 1993
American University 1986 — 1990
Bachelor's degree, Political Science and Government
Roslyn Dennie MBA's Morgan Stanley Experience April 2013 - Present
Job
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
HSBC January 2000 - September 2008
Skills
Financial Analysis, Microsoft Excel, Refinance, Credit, Customer Service, Microsoft Office, Mortgage Lending, Mortgage Banking, Finance, Loans, Accounting, Microsoft Word, Insurance, SDLC, Negotiation, Banking, PowerPoint, Credit Analysis, Real Estate, Risk Management, Equities
Education
American InterContinental University 2010 — 2012
MBA, Business/Finance
University of Phoenix 2008 — 2010
BS, Management
City University of New York-John Jay College of Criminal Justice 1995 — 1998
Management
City University of New York-John Jay College of Criminal Justice 1984 — 1987
Criminal Justice Admin &Planning
Morgan Stanley April 2013 - Present
HSBC January 2000 - September 2008
Skills
Financial Analysis, Microsoft Excel, Refinance, Credit, Customer Service, Microsoft Office, Mortgage Lending, Mortgage Banking, Finance, Loans, Accounting, Microsoft Word, Insurance, SDLC, Negotiation, Banking, PowerPoint, Credit Analysis, Real Estate, Risk Management, Equities
Education
American InterContinental University 2010 — 2012
MBA, Business/Finance
University of Phoenix 2008 — 2010
BS, Management
City University of New York-John Jay College of Criminal Justice 1995 — 1998
Management
City University of New York-John Jay College of Criminal Justice 1984 — 1987
Criminal Justice Admin &Planning
Eric Winecoff's Morgan Stanley Experience April 2007 - August 2007
Job Project Assistant at University Research Co., LLC (URC) & Center for Human Services (CHS)
Industry International Affairs
Experience
University Research Co., LLC (URC) & Center for Human Services (CHS) June 2015 - Present
Uber September 2014 - May 2015
AIG June 2013 - August 2013
IDEX Fellowship in Social Enterprise June 2012 - April 2013
Relief International March 2012 - June 2012
Greater Phoenix Economic Council August 2009 - June 2010
Milestone Advisors June 2008 - August 2009
Morgan Stanley April 2007 - August 2007
Skills
Analysis, Economics, Strategy, Social Entrepreneurship, Financial Modeling, Qualitative Research, Market Research, Financial Analysis, Economic Development, International Relations
Education
American University 2011 — 2014
M.A. International Development, Concentration in the areas of : Microfinance, Social Enterprise, Global Political Economy
Arizona State University, W. P. Carey School of Business 2004 — 2008
B.S. Finance, International Business, Political Science
University Research Co., LLC (URC) & Center for Human Services (CHS) June 2015 - Present
Uber September 2014 - May 2015
AIG June 2013 - August 2013
IDEX Fellowship in Social Enterprise June 2012 - April 2013
Relief International March 2012 - June 2012
Greater Phoenix Economic Council August 2009 - June 2010
Milestone Advisors June 2008 - August 2009
Morgan Stanley April 2007 - August 2007
Skills
Analysis, Economics, Strategy, Social Entrepreneurship, Financial Modeling, Qualitative Research, Market Research, Financial Analysis, Economic Development, International Relations
Education
American University 2011 — 2014
M.A. International Development, Concentration in the areas of : Microfinance, Social Enterprise, Global Political Economy
Arizona State University, W. P. Carey School of Business 2004 — 2008
B.S. Finance, International Business, Political Science
Justice M. Stamps's Morgan Stanley Experience July 2003 - September 2004
Job Executive Director Marion Nzinga Stamps Youth Center
Industry Nonprofit Organization Management
Experience
Marion Stamps Youth Initiative September 2004 - Present
Official Chicago Sky May 2013 - Present
Delta Sigma Theta Sorority, Inc. 2012 - Present
Chicago Public Schools September 1995 - June 2007
Morgan Stanley July 2003 - September 2004
UBS Global Asset Management September 1999 - December 2001
Skills
Public Speaking, Program Management, Community Outreach, Non-profits, Fundraising, Project Management, Process Improvement, Nonprofits, Microsoft Excel, PowerPoint, Strategic Planning, Customer Service, Leadership Development, Team Building, Management, Event Planning, Leadership, Teaching, Organizational..., Program Development, Outlook, Staff Development, Training, Policy, Volunteer Management, Grants, Recruiting, Coaching, Administration, Proposal Writing, Research, Grant Writing, Program Evaluation, Entrepreneurship, Workshop Facilitation, Social Networking, Healthcare, Analysis, Marketing, Budgets, Change Management, Team Leadership, Public Relations, Conflict Resolution, Event Management, Higher Education, Government, Community Development, Social Media, Editing
Education
American College of Education 2013 — 2014
Masters of Education, Educational/Instructional Technology
DePaul University 1993 — 1995
BS, Business Administration
Marion Stamps Youth Initiative September 2004 - Present
Official Chicago Sky May 2013 - Present
Delta Sigma Theta Sorority, Inc. 2012 - Present
Chicago Public Schools September 1995 - June 2007
Morgan Stanley July 2003 - September 2004
UBS Global Asset Management September 1999 - December 2001
Skills
Public Speaking, Program Management, Community Outreach, Non-profits, Fundraising, Project Management, Process Improvement, Nonprofits, Microsoft Excel, PowerPoint, Strategic Planning, Customer Service, Leadership Development, Team Building, Management, Event Planning, Leadership, Teaching, Organizational..., Program Development, Outlook, Staff Development, Training, Policy, Volunteer Management, Grants, Recruiting, Coaching, Administration, Proposal Writing, Research, Grant Writing, Program Evaluation, Entrepreneurship, Workshop Facilitation, Social Networking, Healthcare, Analysis, Marketing, Budgets, Change Management, Team Leadership, Public Relations, Conflict Resolution, Event Management, Higher Education, Government, Community Development, Social Media, Editing
Education
American College of Education 2013 — 2014
Masters of Education, Educational/Instructional Technology
DePaul University 1993 — 1995
BS, Business Administration
Scott Abry's Morgan Stanley Experience January 2011 - September 2011
Job Chief Executive Officer at Steward Partners Consulting Solutions
Industry Financial Services
Experience
Steward Partners Consulting Solutions January 2014 - Present
Den for Grieving Kids 2010 - Present
Peter Harrison and Associates December 2011 - July 2015
Abry Advisors October 2011 - January 2014
Morgan Stanley January 2011 - September 2011
Morgan Stanley Smith Barney 2007 - January 2011
Smith Barney February 2004 - February 2007
Oppenheimer & Co. 1989 - 2003
Skills
Wealth Management, Investment Strategies, Financial Advisory, Financial Services, Separately Managed..., Series 65, Series 7, Series 24, Series 63, Alternative Investments, ETFs, Investment Advisory, Mutual Funds, Asset Allocation, FINRA, Executive Placements, Leadership, Investments, Asset Management, Equities, Securities, Strategic Financial..., Hedge Funds, Retirement Planning, Investment Management, Fixed Income, Portfolio Management, Capital Markets, Private Equity, Investment Banking, Financial Analysis, 401k, Retirement, Bonds, Options, Trading, Financial Markets, High Net Worth..., Wealth Management..., Wealth, Relationship Management, Fixed Annuities, Bloomberg, Estate Planning, Private Banking, Business Development, Equity Research, Finance, Financial Planning
Education
American University 1981 — 1985
Bachelor of Science (BS), Finance and International Business
American University - Kogod School of Business 1981 — 1985
bs/ba, Finance, International Business, International Relations
Tabor Academy 1979 — 1981
High School
Steward Partners Consulting Solutions January 2014 - Present
Den for Grieving Kids 2010 - Present
Peter Harrison and Associates December 2011 - July 2015
Abry Advisors October 2011 - January 2014
Morgan Stanley January 2011 - September 2011
Morgan Stanley Smith Barney 2007 - January 2011
Smith Barney February 2004 - February 2007
Oppenheimer & Co. 1989 - 2003
Skills
Wealth Management, Investment Strategies, Financial Advisory, Financial Services, Separately Managed..., Series 65, Series 7, Series 24, Series 63, Alternative Investments, ETFs, Investment Advisory, Mutual Funds, Asset Allocation, FINRA, Executive Placements, Leadership, Investments, Asset Management, Equities, Securities, Strategic Financial..., Hedge Funds, Retirement Planning, Investment Management, Fixed Income, Portfolio Management, Capital Markets, Private Equity, Investment Banking, Financial Analysis, 401k, Retirement, Bonds, Options, Trading, Financial Markets, High Net Worth..., Wealth Management..., Wealth, Relationship Management, Fixed Annuities, Bloomberg, Estate Planning, Private Banking, Business Development, Equity Research, Finance, Financial Planning
Education
American University 1981 — 1985
Bachelor of Science (BS), Finance and International Business
American University - Kogod School of Business 1981 — 1985
bs/ba, Finance, International Business, International Relations
Tabor Academy 1979 — 1981
High School
Patrick Mulligan's Morgan Stanley Experience April 2005 - June 2006
Job Vice President Life Cycle Service Americas at KardexRemstar
Industry Mechanical or Industrial Engineering
Experience
KardexRemstar February 2013 - Present
Schindler Elevator Corporation (U.S.) June 2006 - February 2013
Morgan Stanley April 2005 - June 2006
Skills
New Business Development, Sales Management, Sales, Contract Negotiation, Negotiation, Team Building, Account Management, Process Improvement, Strategic Planning, Project Management, Contract Management, Operations Management, Analysis, Budgets, Business Strategy, Cross-functional Team..., Customer Satisfaction, Leadership, Marketing, Project Planning, Team Leadership, Training, Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2012
MBA, Business Administration and Management, General
Alfred University 1999 — 2002
BS, Business Adminstration, Computer Science
Ithaca College 1997 — 1999
KardexRemstar February 2013 - Present
Schindler Elevator Corporation (U.S.) June 2006 - February 2013
Morgan Stanley April 2005 - June 2006
Skills
New Business Development, Sales Management, Sales, Contract Negotiation, Negotiation, Team Building, Account Management, Process Improvement, Strategic Planning, Project Management, Contract Management, Operations Management, Analysis, Budgets, Business Strategy, Cross-functional Team..., Customer Satisfaction, Leadership, Marketing, Project Planning, Team Leadership, Training, Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2012
MBA, Business Administration and Management, General
Alfred University 1999 — 2002
BS, Business Adminstration, Computer Science
Ithaca College 1997 — 1999
Abhinav Somani's Morgan Stanley Experience September 2007 - December 2007
Job Business Development at smartShift Technologies
Industry Investment Banking
Experience
smartShift Technologies August 2014 - Present
The Manhattan Project January 2009 - Present
ICV Capital Partners, LLC July 2012 - August 2014
Rothschild July 2009 - July 2012
Houlihan Lokey January 2008 - September 2008
Morgan Stanley September 2007 - December 2007
IntraLinks October 2006 - April 2007
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Capital IQ, LBO, Capital Markets, Business Strategy, Business Development, Operational Efficiency, Private Equity, Investments, Debt & Equity Financing, Business Planning, Operational Strategy, Financial Analysis, Financial Statements, Remixing, Music Production
Education
New York University - Leonard N. Stern School of Business 2006 — 2010
BS, Finance, Management, International Business
University of Manchester - Manchester Business School 2008 — 2008
Bachelor's Degree, International Study Abroad Program, 4.0
Edison High School 2002 — 2006
High School, General Studies, 4.0
smartShift Technologies August 2014 - Present
The Manhattan Project January 2009 - Present
ICV Capital Partners, LLC July 2012 - August 2014
Rothschild July 2009 - July 2012
Houlihan Lokey January 2008 - September 2008
Morgan Stanley September 2007 - December 2007
IntraLinks October 2006 - April 2007
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Capital IQ, LBO, Capital Markets, Business Strategy, Business Development, Operational Efficiency, Private Equity, Investments, Debt & Equity Financing, Business Planning, Operational Strategy, Financial Analysis, Financial Statements, Remixing, Music Production
Education
New York University - Leonard N. Stern School of Business 2006 — 2010
BS, Finance, Management, International Business
University of Manchester - Manchester Business School 2008 — 2008
Bachelor's Degree, International Study Abroad Program, 4.0
Edison High School 2002 — 2006
High School, General Studies, 4.0
Daniel Simet's Morgan Stanley Experience January 2013 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Education
Alma College
Bowling Green State University
Morgan Stanley January 2013 - Present
Education
Alma College
Bowling Green State University
John Scalia's Morgan Stanley Experience May 1987 - January 1989
Job Management at The Historic Old Bermuda Inn
Industry Individual & Family Services
Experience
The Historic Old Bermuda Inn November 1998 - Present
John Vincent Scalia Home For Funerals, Inc. January 1989 - Present
Morgan Stanley May 1987 - January 1989
Skills
Microsoft Word, English, Research, Windows, Outlook, Teaching, Budgets, Strategic Planning, Microsoft Excel, Public Speaking, Compliance, Customer Service, Program Management, Marketing, Leadership, PowerPoint, Microsoft Office, Public Relations, Management, Marketing Strategy, New Business Development, Social Media
Education
American Academy McAllister Institute of Funeral Service 1989 — 1990
Diploma, Funeral Service and Mortuary Science
Villanova University 1983 — 1987
Bachelor of Science (B.S.), Business Administration /Finance
The Historic Old Bermuda Inn November 1998 - Present
John Vincent Scalia Home For Funerals, Inc. January 1989 - Present
Morgan Stanley May 1987 - January 1989
Skills
Microsoft Word, English, Research, Windows, Outlook, Teaching, Budgets, Strategic Planning, Microsoft Excel, Public Speaking, Compliance, Customer Service, Program Management, Marketing, Leadership, PowerPoint, Microsoft Office, Public Relations, Management, Marketing Strategy, New Business Development, Social Media
Education
American Academy McAllister Institute of Funeral Service 1989 — 1990
Diploma, Funeral Service and Mortuary Science
Villanova University 1983 — 1987
Bachelor of Science (B.S.), Business Administration /Finance
Richard Jui-Chieh Hsu's Morgan Stanley Experience November 2007 - May 2013
Job Software Engineering Manager at Google
Industry Information Technology and Services
Experience
Google June 2013 - Present
Morgan Stanley November 2007 - May 2013
Morgan Stanley October 2001 - October 2007
iXL August 1999 - September 2001
BNY Mellon November 1998 - July 1999
PTC June 1995 - October 1998
Education
Manchester Business School 2012 — 2015
Master of Business Administration (MBA)
Cornell University 1994 — 1995
Master, Computer Science
Google June 2013 - Present
Morgan Stanley November 2007 - May 2013
Morgan Stanley October 2001 - October 2007
iXL August 1999 - September 2001
BNY Mellon November 1998 - July 1999
PTC June 1995 - October 1998
Education
Manchester Business School 2012 — 2015
Master of Business Administration (MBA)
Cornell University 1994 — 1995
Master, Computer Science
Alexandra Chevestick's Morgan Stanley Experience March 2015 - Present
Job Associate, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
UBS July 2013 - March 2015
UBS May 2013 - July 2013
UBS November 2012 - May 2013
Skills
Microsoft Office
Education
Rutgers Business School 2014 — 2017
Master of Business Administration (MBA)
The Pennsylvania State University 2008 — 2012
Bachelor of Science, Economics
American University 2011 — 2011
Morgan Stanley March 2015 - Present
UBS July 2013 - March 2015
UBS May 2013 - July 2013
UBS November 2012 - May 2013
Skills
Microsoft Office
Education
Rutgers Business School 2014 — 2017
Master of Business Administration (MBA)
The Pennsylvania State University 2008 — 2012
Bachelor of Science, Economics
American University 2011 — 2011
Tom Burzynski's Morgan Stanley Experience February 2015 - Present
Job Senior Business Intelligence Consultant at Morgan Stanley
Industry International Trade and Development
Experience
Morgan Stanley February 2015 - Present
Lochbridge June 2014 - February 2015
International Air Transport Association (IATA) January 2014 - June 2014
Morgan Stanley May 2008 - December 2013
Compuware February 2006 - April 2008
Sirius Media Services September 2005 - February 2006
Transport Canada September 2004 - September 2005
Compuware September 2003 - September 2004
Nortel Networks January 1999 - August 2003
Telerate Canada September 1998 - January 1999
Skills
ETL, ETL Tools, Business Intelligence, Business Intelligence..., Informatica, Business Objects, Data Modeling, Data Warehousing, Dimensional Modeling, SQL, Sybase, Analytics, Data Analysis, Databases, SDLC
Education
Algonquin College of Applied Arts and Technology 1995 — 1998
Diploma, Computer Engineering
Cégep André-Laurendeau 1993 — 1994
Sciences humaines
Morgan Stanley February 2015 - Present
Lochbridge June 2014 - February 2015
International Air Transport Association (IATA) January 2014 - June 2014
Morgan Stanley May 2008 - December 2013
Compuware February 2006 - April 2008
Sirius Media Services September 2005 - February 2006
Transport Canada September 2004 - September 2005
Compuware September 2003 - September 2004
Nortel Networks January 1999 - August 2003
Telerate Canada September 1998 - January 1999
Skills
ETL, ETL Tools, Business Intelligence, Business Intelligence..., Informatica, Business Objects, Data Modeling, Data Warehousing, Dimensional Modeling, SQL, Sybase, Analytics, Data Analysis, Databases, SDLC
Education
Algonquin College of Applied Arts and Technology 1995 — 1998
Diploma, Computer Engineering
Cégep André-Laurendeau 1993 — 1994
Sciences humaines
Denise Ness's Morgan Stanley Experience June 1985 - January 1996
Job Financial Services, Technology Consulting, Publishing
Industry Financial Services
Experience
Dow Jones October 2012 - Present
Mercer County Board of Elections May 2012 - May 2015
Princeton Information March 2000 - May 2010
IMI Systems (acquired by Ajilon Consulting) January 1997 - February 2000
Morgan Stanley June 1985 - January 1996
US Army Reserve 1983 - 1989
Skills
Root Cause Analysis, Integration/Collaboratio..., Financial Analysis, Profit & Loss Management, Sales Support, Team Management, On-shore & Offshore..., National Account..., Financial Accounting, Operations Management, Executive Reporting
Education
Villanova University 2011 — 2011
Certificate, Six Sigma Green Belt
Cornell University 2010 — 2010
Certificate, Executive Leadership Certificate
Penn State University 1982 — 1985
BS, Finance
Albright College 1979 — 1981
Blue Mountain High School
Dow Jones October 2012 - Present
Mercer County Board of Elections May 2012 - May 2015
Princeton Information March 2000 - May 2010
IMI Systems (acquired by Ajilon Consulting) January 1997 - February 2000
Morgan Stanley June 1985 - January 1996
US Army Reserve 1983 - 1989
Skills
Root Cause Analysis, Integration/Collaboratio..., Financial Analysis, Profit & Loss Management, Sales Support, Team Management, On-shore & Offshore..., National Account..., Financial Accounting, Operations Management, Executive Reporting
Education
Villanova University 2011 — 2011
Certificate, Six Sigma Green Belt
Cornell University 2010 — 2010
Certificate, Executive Leadership Certificate
Penn State University 1982 — 1985
BS, Finance
Albright College 1979 — 1981
Blue Mountain High School
Eugene Elias, Jr.'s Morgan Stanley Experience December 2013 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Morgan Stanley August 2012 - December 2013
Morgan Stanley August 2010 - August 2012
Morgan Stanley November 2007 - August 2010
Skills
Financial Services, Wealth Management, Business Analysis, Asset Management, Equities, Capital Markets, Investments
Education
American University 1995 — 1997
Master of Arts (MA)
The Goethe University Frankfurt 1993 — 1994
German Studies
Appalachian State University
Bachelor's Degree
Morgan Stanley December 2013 - Present
Morgan Stanley August 2012 - December 2013
Morgan Stanley August 2010 - August 2012
Morgan Stanley November 2007 - August 2010
Skills
Financial Services, Wealth Management, Business Analysis, Asset Management, Equities, Capital Markets, Investments
Education
American University 1995 — 1997
Master of Arts (MA)
The Goethe University Frankfurt 1993 — 1994
German Studies
Appalachian State University
Bachelor's Degree
Bill Vanech's Morgan Stanley Experience August 1999 - August 2010
Job Executive Director Investments The Vanech Group of Oppenheimer & Co. Inc.
Industry Financial Services
Experience
The Vanech Group of Oppenheimer & Co. Inc. August 2010 - Present
Morgan Stanley August 1999 - August 2010
Cowen and Company November 1993 - August 1999
Kidder Peabody April 1984 - November 1993
Skills
Investment Strategies, Asset Allocation, Financial Advisory, Fixed Income Strategies, Securities, Wealth Management...
Education
Alfred University
BA
New York University
Completed PhD Studies, A.B.D.
New York University
MA
The Vanech Group of Oppenheimer & Co. Inc. August 2010 - Present
Morgan Stanley August 1999 - August 2010
Cowen and Company November 1993 - August 1999
Kidder Peabody April 1984 - November 1993
Skills
Investment Strategies, Asset Allocation, Financial Advisory, Fixed Income Strategies, Securities, Wealth Management...
Education
Alfred University
BA
New York University
Completed PhD Studies, A.B.D.
New York University
MA
Kathryn Charles's Morgan Stanley Experience 1997 - 2004
Job Senior Manager Financial Planning CFP (r) at NYC Deferred Compensation Plan (ICMARC)
Industry Financial Services
Experience
NYC Deferred Compensation Plan (ICMA-RC) 2007 - Present
Wachovia Securities 2004 - 2006
Morgan Stanley 1997 - 2004
Viacom 1982 - 1997
Skills
Financial Planning, Management, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Strategic Planning, Project Management, Sales, Microsoft Word, Financial Analysis, PowerPoint
Education
Alfred University
Bachelor of Arts (B.A.), Psychology
LIU Brooklyn
Master of Business Administration (MBA)
NYC Deferred Compensation Plan (ICMA-RC) 2007 - Present
Wachovia Securities 2004 - 2006
Morgan Stanley 1997 - 2004
Viacom 1982 - 1997
Skills
Financial Planning, Management, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Strategic Planning, Project Management, Sales, Microsoft Word, Financial Analysis, PowerPoint
Education
Alfred University
Bachelor of Arts (B.A.), Psychology
LIU Brooklyn
Master of Business Administration (MBA)
Colin March's Morgan Stanley Experience July 2006 - August 2013
Job Director at Citi
Industry Financial Services
Experience
Citi July 2015 - Present
Citi August 2013 - July 2015
Morgan Stanley July 2006 - August 2013
Skills
Oil & Gas, Commodity Risk..., Energy Derivatives, Finance, Project Finance, Financial Modeling
Education
Columbia University - School of International and Public Affairs 2004 — 2005
Master of International Affairs
American University 1999 — 2003
BS Business Administration
Citi July 2015 - Present
Citi August 2013 - July 2015
Morgan Stanley July 2006 - August 2013
Skills
Oil & Gas, Commodity Risk..., Energy Derivatives, Finance, Project Finance, Financial Modeling
Education
Columbia University - School of International and Public Affairs 2004 — 2005
Master of International Affairs
American University 1999 — 2003
BS Business Administration
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS