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
Joshua Karas Joshua Karas's Morgan Stanley Experience June 2013 - March 2014
Job Mathematics
Industry Higher Education
Experience
Central Washington University January 2015 - July 2015
Morgan Stanley June 2013 - March 2014
Scope Services July 2012 - October 2012
Skills
Time Series Analysis, Quantitative Finance, Probability Theory, Financial Economics, Corporate Finance, Mathematical Statistics, Visual Basic, Investments, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, SPSS, Data Analysis, Actuarial Science, Financial Modeling
Education
Central Washington University 2014 — 2015
Bachelor of Science (B.S.), Mathematics
Central Washington University (CWU) 2010 — 2012
B.S, Actuarial Science
Central Washington University January 2015 - July 2015
Morgan Stanley June 2013 - March 2014
Scope Services July 2012 - October 2012
Skills
Time Series Analysis, Quantitative Finance, Probability Theory, Financial Economics, Corporate Finance, Mathematical Statistics, Visual Basic, Investments, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, SPSS, Data Analysis, Actuarial Science, Financial Modeling
Education
Central Washington University 2014 — 2015
Bachelor of Science (B.S.), Mathematics
Central Washington University (CWU) 2010 — 2012
B.S, Actuarial Science
Ethan Pacewiczh's Morgan Stanley Experience July 2012 - August 2012
Job Consultant at Booz Allen Hamilton
Industry Defense & Space
Experience
Booz Allen Hamilton March 2015 - Present
Merrill Lynch August 2013 - January 2014
Merrill Lynch June 2013 - August 2013
Chapman University School of Law October 2010 - June 2013
Morgan Stanley July 2012 - August 2012
Education
Argosy University-San Diego
Master's Degree, MBA
Chapman University 2010 — 2014
Booz Allen Hamilton March 2015 - Present
Merrill Lynch August 2013 - January 2014
Merrill Lynch June 2013 - August 2013
Chapman University School of Law October 2010 - June 2013
Morgan Stanley July 2012 - August 2012
Education
Argosy University-San Diego
Master's Degree, MBA
Chapman University 2010 — 2014
Alison Wagonfeld Alison Wagonfeld's Morgan Stanley Experience 1991 - 1994
Job Operating Partner at Emergence Capital Partners
Industry Venture Capital & Private Equity
Experience
Emergence Capital Partners March 2013 - Present
Insightly July 2013 - Present
Handshake Corp. January 2014 - Present
SteelBrick May 2014 - Present
Harvard Business School California Research Center October 2001 - March 2013
Greenlight (Internet Brands) August 1999 - March 2001
Intuit August 1996 - August 1999
Microsoft 1995 - 1995
Morgan Stanley 1991 - 1994
Skills
Product Marketing, Entrepreneurship, Research, Business Planning, Writing, Strategic Planning, Product Management, Strategy, Strategic Partnerships, Start-ups, Business Development, Venture Capital, Mergers & Acquisitions
Education
Harvard Business School 1994 — 1996
MBA, Entrepreneurship
Yale University 1988 — 1991
BA, American Studies
Choate Rosemary Hall 1984 — 1987
Emergence Capital Partners March 2013 - Present
Insightly July 2013 - Present
Handshake Corp. January 2014 - Present
SteelBrick May 2014 - Present
Harvard Business School California Research Center October 2001 - March 2013
Greenlight (Internet Brands) August 1999 - March 2001
Intuit August 1996 - August 1999
Microsoft 1995 - 1995
Morgan Stanley 1991 - 1994
Skills
Product Marketing, Entrepreneurship, Research, Business Planning, Writing, Strategic Planning, Product Management, Strategy, Strategic Partnerships, Start-ups, Business Development, Venture Capital, Mergers & Acquisitions
Education
Harvard Business School 1994 — 1996
MBA, Entrepreneurship
Yale University 1988 — 1991
BA, American Studies
Choate Rosemary Hall 1984 — 1987
Gordon Tan Gordon Tan's Morgan Stanley Experience July 2015 - Present
Job Economics and Communications Student at University of California, Davis
Industry
Experience
Morgan Stanley July 2015 - Present
ABG Business Honor Society September 2013 - June 2014
CCSF Astronomy Department October 2013 - February 2014
Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Google Docs, Communication, Research, Time Management, Administrative..., Public Speaking, Data Entry, Event Planning
Education
University of California, Davis 2014 — 2016
Bachelor's degree, Economics
City College of San Francisco 2010 — 2014
Associate's degree, General Business, Social and Behavioral Science, Mathematics and Science
Morgan Stanley July 2015 - Present
ABG Business Honor Society September 2013 - June 2014
CCSF Astronomy Department October 2013 - February 2014
Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Google Docs, Communication, Research, Time Management, Administrative..., Public Speaking, Data Entry, Event Planning
Education
University of California, Davis 2014 — 2016
Bachelor's degree, Economics
City College of San Francisco 2010 — 2014
Associate's degree, General Business, Social and Behavioral Science, Mathematics and Science
Arvin Wijay, CMB Arvin Wijay, CMB's Morgan Stanley Experience June 2006 - June 2008
Job Member of the Board at Consolidated Analytics, Inc.
Industry Financial Services
Experience
Consolidated Analytics, Inc. February 2015 - Present
Retreat Capital Management, Inc. April 2008 - Present
Retreat Capital Management, Inc April 2008 - January 2014
Morgan Stanley June 2006 - June 2008
MORGAN STANLEY; US Residential Business June 2005 - April 2008
Fremont Investment & Loan June 2003 - June 2006
TRANSGLOBAL CONSULTING November 1999 - June 2003
NATIONAL INVESTORS FINANCIAL, INC September 1995 - November 1999
The Epoxylite Corporation April 1994 - August 1995
THE BRENT WALKER GROUP, PLC January 1992 - November 1993
Skills
Risk Management, Process Improvement, Strategic Planning, Leadership, Due Diligence, Debt, Capital Markets, Financial Modeling, Investor Relations, Asset Managment, Executive Management, Portfolio Management, Valuation, Real Estate Economics, Loans, Analysis, Asset Management, Banking, Business Strategy, Change Management, Credit, Finance, Financial Analysis, Financial Risk, Financial Services, Forecasting, Investments, Loan Origination, Loan Servicing, Management, Mergers, Mergers, Mortgage Banking, Outsourcing, Mortgage Lending, Private Equity, Project Management, Real Estate, Start-ups, Sales, Strategic Financial..., Strategy, Underwriting
Education
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2003
2003, EMBA
London Business School 1989 — 1992
CIMA, Accounting
London School Of Accountancy 1989 — 1992
CIMA, Chartered Institute of Management Accountants
Consolidated Analytics, Inc. February 2015 - Present
Retreat Capital Management, Inc. April 2008 - Present
Retreat Capital Management, Inc April 2008 - January 2014
Morgan Stanley June 2006 - June 2008
MORGAN STANLEY; US Residential Business June 2005 - April 2008
Fremont Investment & Loan June 2003 - June 2006
TRANSGLOBAL CONSULTING November 1999 - June 2003
NATIONAL INVESTORS FINANCIAL, INC September 1995 - November 1999
The Epoxylite Corporation April 1994 - August 1995
THE BRENT WALKER GROUP, PLC January 1992 - November 1993
Skills
Risk Management, Process Improvement, Strategic Planning, Leadership, Due Diligence, Debt, Capital Markets, Financial Modeling, Investor Relations, Asset Managment, Executive Management, Portfolio Management, Valuation, Real Estate Economics, Loans, Analysis, Asset Management, Banking, Business Strategy, Change Management, Credit, Finance, Financial Analysis, Financial Risk, Financial Services, Forecasting, Investments, Loan Origination, Loan Servicing, Management, Mergers, Mergers, Mortgage Banking, Outsourcing, Mortgage Lending, Private Equity, Project Management, Real Estate, Start-ups, Sales, Strategic Financial..., Strategy, Underwriting
Education
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2003
2003, EMBA
London Business School 1989 — 1992
CIMA, Accounting
London School Of Accountancy 1989 — 1992
CIMA, Chartered Institute of Management Accountants
Samantha Zeiss's Morgan Stanley Experience June 2015 - Present
Job Fixed Income Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Dartmouth Tutor Clearinghouse January 2012 - June 2015
Morgan Stanley June 2014 - August 2014
Nomura Securities March 2014 - May 2014
TutorOut June 2013 - May 2014
CollegeCFO September 2013 - March 2014
Bobby Valentine's Restaurant and Cafe June 2011 - September 2012
Fitness Training Camp June 2011 - September 2012
Skills
Ice Hockey, Field Hockey, Softball, Sports Coaching, Stata, Economics, Academic Tutoring, Volunteering, SPSS, Spanish, Critical Thinking, Community Service, Event Planning, Tutoring, Data Analysis, Sports
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Psychology
Choate Rosemary Hall 2007 — 2011
Morgan Stanley June 2015 - Present
Dartmouth Tutor Clearinghouse January 2012 - June 2015
Morgan Stanley June 2014 - August 2014
Nomura Securities March 2014 - May 2014
TutorOut June 2013 - May 2014
CollegeCFO September 2013 - March 2014
Bobby Valentine's Restaurant and Cafe June 2011 - September 2012
Fitness Training Camp June 2011 - September 2012
Skills
Ice Hockey, Field Hockey, Softball, Sports Coaching, Stata, Economics, Academic Tutoring, Volunteering, SPSS, Spanish, Critical Thinking, Community Service, Event Planning, Tutoring, Data Analysis, Sports
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Psychology
Choate Rosemary Hall 2007 — 2011
Dale Robbins's Morgan Stanley Experience April 2012 - April 2013
Job Global Net Leased Properties at ColliersInternational
Industry Real Estate
Experience
Colliers-International May 2013 - Present
Morgan Stanley April 2012 - April 2013
Northwestern Mutual April 2012 - October 2012
Education
Chapman University
B.A. Economics
Colliers-International May 2013 - Present
Morgan Stanley April 2012 - April 2013
Northwestern Mutual April 2012 - October 2012
Education
Chapman University
B.A. Economics
Fox Holt Fox Holt's Morgan Stanley Experience 2006 - 2006
Job Intelligent Environments | Industrial Internet | Internet of Things
Industry Retail
Experience
Orthogonal inc. February 2009 - March 2013
Novomer February 2008 - January 2009
Morgan Stanley 2006 - 2006
Lexmark May 2000 - August 2005
Skills
Start-ups, Entrepreneurship, Product Management, Product Development, Product Marketing, Strategic Planning, Strategy, R&D, Semiconductors, Solution Selling, Intellectual Property, Management, Strategic Partnerships, Business Strategy, Cross-functional Team..., Competitive Analysis, Leadership, Marketing Strategy, Consulting, Sales Operations, Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA, Finance
Centre College 1996 — 2000
BS, CS & Economics
Highlander 1986 — 1990
Orthogonal inc. February 2009 - March 2013
Novomer February 2008 - January 2009
Morgan Stanley 2006 - 2006
Lexmark May 2000 - August 2005
Skills
Start-ups, Entrepreneurship, Product Management, Product Development, Product Marketing, Strategic Planning, Strategy, R&D, Semiconductors, Solution Selling, Intellectual Property, Management, Strategic Partnerships, Business Strategy, Cross-functional Team..., Competitive Analysis, Leadership, Marketing Strategy, Consulting, Sales Operations, Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA, Finance
Centre College 1996 — 2000
BS, CS & Economics
Highlander 1986 — 1990
Troy Taylor Troy Taylor's Morgan Stanley Experience 1996 - 1997
Job Director at Linscomb & Williams
Industry Financial Services
Experience
Linscomb & Williams July 2013 - Present
Amegy Bank 2003 - July 2013
Amegy Investments 2003 - July 2013
Wells Fargo 2001 - 2003
JPMorgan Chase & Co. 1997 - 2001
Morgan Stanley 1996 - 1997
Skills
Business Strategy, Capital Markets, M&A experience, Cross-functional Team..., Valuation, Financial Analysis, Financial Modeling, Due Diligence, Banking, Business Development, Investment Management, Strategic Financial..., International Business..., International Investment, Investments, Credit Analysis, Negotiation, Private Equity, Corporate Finance, Mergers & Acquisitions
Education
Cornell University - Johnson Graduate School of Management
MBA
Chapman University
BA, Social Sciences (Pre-Law)
Linscomb & Williams July 2013 - Present
Amegy Bank 2003 - July 2013
Amegy Investments 2003 - July 2013
Wells Fargo 2001 - 2003
JPMorgan Chase & Co. 1997 - 2001
Morgan Stanley 1996 - 1997
Skills
Business Strategy, Capital Markets, M&A experience, Cross-functional Team..., Valuation, Financial Analysis, Financial Modeling, Due Diligence, Banking, Business Development, Investment Management, Strategic Financial..., International Business..., International Investment, Investments, Credit Analysis, Negotiation, Private Equity, Corporate Finance, Mergers & Acquisitions
Education
Cornell University - Johnson Graduate School of Management
MBA
Chapman University
BA, Social Sciences (Pre-Law)
Irik Ilyasov Irik Ilyasov's Morgan Stanley Experience April 2014 - June 2014
Job Data Science and Analytics Intern at the California Government Operations Agency
Industry Information Technology and Services
Experience
The California Government Operations Agency (GovOps) June 2014 - Present
The California Governor's Office of Planning and Research (OPR) June 2014 - Present
the World Affairs Council – Washington, DC October 2014 - December 2014
Morgan Stanley April 2014 - June 2014
Symphony Advanced Media June 2007 - August 2012
TBD.com October 2006 - June 2007
Skills
Data Analysis, Analytics, Market Research, Microsoft Office, Statistics, Analysis, Research, SAS, Microsoft Excel, Marketing Research, PowerPoint, Social Media, Public Speaking, Leadership, Quality Assurance, Quantitative Research, R, SPSS, SQL, Management, Online Research, Online Marketing, Segmentation, Statistical Modeling, Survey Design, Predictive Modeling, Predictive Analytics, Access, Python, Advertising Research, Tableau, Pivot Tables, Hadoop, Data Mining
Education
University of California, Davis 2012 — 2014
Bachelor's Degree, Applied Statistics (Emphasis in Managerial Economics)
UC Davis Center for Leadership Learning 2013 — 2014
Certificate in Student Leadership Development Series, Organizational Leadership
City College of San Francisco 2008 — 2012
Intersegmental General Education Transfer Curriculum, Business/Economics/Mathematics/Statistics
The California Government Operations Agency (GovOps) June 2014 - Present
The California Governor's Office of Planning and Research (OPR) June 2014 - Present
the World Affairs Council – Washington, DC October 2014 - December 2014
Morgan Stanley April 2014 - June 2014
Symphony Advanced Media June 2007 - August 2012
TBD.com October 2006 - June 2007
Skills
Data Analysis, Analytics, Market Research, Microsoft Office, Statistics, Analysis, Research, SAS, Microsoft Excel, Marketing Research, PowerPoint, Social Media, Public Speaking, Leadership, Quality Assurance, Quantitative Research, R, SPSS, SQL, Management, Online Research, Online Marketing, Segmentation, Statistical Modeling, Survey Design, Predictive Modeling, Predictive Analytics, Access, Python, Advertising Research, Tableau, Pivot Tables, Hadoop, Data Mining
Education
University of California, Davis 2012 — 2014
Bachelor's Degree, Applied Statistics (Emphasis in Managerial Economics)
UC Davis Center for Leadership Learning 2013 — 2014
Certificate in Student Leadership Development Series, Organizational Leadership
City College of San Francisco 2008 — 2012
Intersegmental General Education Transfer Curriculum, Business/Economics/Mathematics/Statistics
Andrew Weimert Andrew Weimert's Morgan Stanley Experience September 2006 - January 2008
Job Vice President, Trade Support Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch March 2008 - August 2013
Morgan Stanley September 2006 - January 2008
Morgan Stanley June 2003 - September 2006
Education
Champlain College 1999 — 2003
Bachelor of Science, Business
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch March 2008 - August 2013
Morgan Stanley September 2006 - January 2008
Morgan Stanley June 2003 - September 2006
Education
Champlain College 1999 — 2003
Bachelor of Science, Business
Cason Crane Cason Crane's Morgan Stanley Experience June 2014 - August 2014
Job Investment Team Summer Analyst at Oasis 500
Industry Fund-Raising
Experience
Oasis500 June 2015 - Present
The Rainbow Summits Project January 2012 - Present
Morgan Stanley June 2014 - August 2014
Democratic Congressional Campaign Committee August 2012 - December 2012
Association for Civil Rights in Israel March 2012 - May 2012
Shatil - An Initiative of the New Israel Fund September 2011 - December 2011
Princeton University June 2010 - August 2010
U.S. House of Representatives June 2009 - July 2009
Skills
Fundraising, Non-profits, Public Speaking, Event Planning, Social Media, Microsoft Office, Volunteer Management, Research, Public Relations, Microsoft Excel, Community Outreach, Grant Writing, PowerPoint, Editing, Nonprofits, Blogging, Facebook, Politics, Social Networking
Education
Princeton University 2013 — 2017
Bachelor of Arts (B.A.), History
Choate Rosemary Hall 2007 — 2011
Oasis500 June 2015 - Present
The Rainbow Summits Project January 2012 - Present
Morgan Stanley June 2014 - August 2014
Democratic Congressional Campaign Committee August 2012 - December 2012
Association for Civil Rights in Israel March 2012 - May 2012
Shatil - An Initiative of the New Israel Fund September 2011 - December 2011
Princeton University June 2010 - August 2010
U.S. House of Representatives June 2009 - July 2009
Skills
Fundraising, Non-profits, Public Speaking, Event Planning, Social Media, Microsoft Office, Volunteer Management, Research, Public Relations, Microsoft Excel, Community Outreach, Grant Writing, PowerPoint, Editing, Nonprofits, Blogging, Facebook, Politics, Social Networking
Education
Princeton University 2013 — 2017
Bachelor of Arts (B.A.), History
Choate Rosemary Hall 2007 — 2011
Antoinette Terrana's Morgan Stanley Experience July 2001 - May 2004
Job
Industry Human Resources
Experience
News Corp June 2013 - November 2013
American International Group April 2013 - June 2013
Global Mamas Women in Progress September 2012 - November 2012
JP Morgan Chase & Co. May 2012 - June 2012
Citigroup, Inc. August 2005 - May 2012
Marsh & McLennan Companies, Inc. May 2004 - August 2005
Morgan Stanley July 2001 - May 2004
Skills
Executive Pay, Deferred Compensation, Incentive Programs, Project Management, Analysis, Management, Performance Management, Compliance, Human Resources, Employee Benefits, Leadership, Strategy, Talent Management, Strategic Planning
Education
Cornell University 1999 — 2001
Bachelor of Science (B.S.)
City College of San Francisco 2014 — 2016
College of the Holy Cross 1997 — 1998
The Loomis Chaffee School 1993 — 1997
News Corp June 2013 - November 2013
American International Group April 2013 - June 2013
Global Mamas Women in Progress September 2012 - November 2012
JP Morgan Chase & Co. May 2012 - June 2012
Citigroup, Inc. August 2005 - May 2012
Marsh & McLennan Companies, Inc. May 2004 - August 2005
Morgan Stanley July 2001 - May 2004
Skills
Executive Pay, Deferred Compensation, Incentive Programs, Project Management, Analysis, Management, Performance Management, Compliance, Human Resources, Employee Benefits, Leadership, Strategy, Talent Management, Strategic Planning
Education
Cornell University 1999 — 2001
Bachelor of Science (B.S.)
City College of San Francisco 2014 — 2016
College of the Holy Cross 1997 — 1998
The Loomis Chaffee School 1993 — 1997
Anne (Hoffman) Trauter Anne (Hoffman) Trauter's Morgan Stanley Experience March 1999 - February 2002
Job Owner, Amalgamated Food Brokerage
Industry Food & Beverages
Experience
Amalgamated Food Brokerage January 2006 - Present
Junior League of Phoenix (2006-present) JL New York, Orange County, London 1998-2006) May 1998 - Present
Niman Ranch September 2007 - June 2008
Financial Times/Money-Media Inc. February 2004 - January 2006
Financial Times Interactive Data September 2002 - March 2003
Morgan Stanley March 1999 - February 2002
Skills
New Business Development, Sales, Account Management, Leadership, Sales Management, Management, Marketing, Food Service, Food, Budgets, Retail, Pricing, Business Development, Selling, Cross-functional Team..., B2B, CRM, P&L Management, Negotiation, Public Relations, Business Planning, Strategic Planning, P&L, Contract Negotiation, Market Planning, Merchandising, Team Building, Purchasing, Grocery, Advertising, Forecasting, Food Industry, Marketing Strategy, Product Development, Training, Executive Management, Key Account Development, Sales Operations, Key Account Management, Food & Beverage, Reputation, Customer Service, Customer Satisfaction, Relationship Management, Business Strategy, Direct Sales, Customer Relations, Stellar Reputation, Professional and expert..., Foodservice Sales
Education
Chapman University 1994 — 1998
BS, Business Finance
Chaparral H.S. 1990 — 1994
Arizona State basketball!!
Amalgamated Food Brokerage January 2006 - Present
Junior League of Phoenix (2006-present) JL New York, Orange County, London 1998-2006) May 1998 - Present
Niman Ranch September 2007 - June 2008
Financial Times/Money-Media Inc. February 2004 - January 2006
Financial Times Interactive Data September 2002 - March 2003
Morgan Stanley March 1999 - February 2002
Skills
New Business Development, Sales, Account Management, Leadership, Sales Management, Management, Marketing, Food Service, Food, Budgets, Retail, Pricing, Business Development, Selling, Cross-functional Team..., B2B, CRM, P&L Management, Negotiation, Public Relations, Business Planning, Strategic Planning, P&L, Contract Negotiation, Market Planning, Merchandising, Team Building, Purchasing, Grocery, Advertising, Forecasting, Food Industry, Marketing Strategy, Product Development, Training, Executive Management, Key Account Development, Sales Operations, Key Account Management, Food & Beverage, Reputation, Customer Service, Customer Satisfaction, Relationship Management, Business Strategy, Direct Sales, Customer Relations, Stellar Reputation, Professional and expert..., Foodservice Sales
Education
Chapman University 1994 — 1998
BS, Business Finance
Chaparral H.S. 1990 — 1994
Arizona State basketball!!
Gregory Robinson, CFA, FRM, CAIA Gregory Robinson, CFA, FRM, CAIA's Morgan Stanley Experience 2002 - 2008
Job Director ERS Product Specialist at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics June 2015 - Present
A Better Chance, Phi Beta Sigma Fraternity June 2000 - Present
Royal Bank of Scotland February 2013 - May 2015
UBS July 2010 - November 2012
UBS Investment Bank June 2009 - August 2009
Morgan Stanley 2002 - 2008
NYS Housing Finance Agency/ Citi July 2001 - May 2002
Skills
Capital Markets, Fixed Income, Investment Banking, Leveraged Finance, Financial Modeling, Municipalities, Hedge Funds, Financial Structuring, Due Diligence, Bonds, Finance, Trading, Loans, Securitization, Financial Services, Financial Analysis, Valuation
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Cornell University 1997 — 2001
BS
Choate Rosemary Hall 1993 — 1997
High School Diploma
De La Salle 1991 — 1993
Moody's Analytics June 2015 - Present
A Better Chance, Phi Beta Sigma Fraternity June 2000 - Present
Royal Bank of Scotland February 2013 - May 2015
UBS July 2010 - November 2012
UBS Investment Bank June 2009 - August 2009
Morgan Stanley 2002 - 2008
NYS Housing Finance Agency/ Citi July 2001 - May 2002
Skills
Capital Markets, Fixed Income, Investment Banking, Leveraged Finance, Financial Modeling, Municipalities, Hedge Funds, Financial Structuring, Due Diligence, Bonds, Finance, Trading, Loans, Securitization, Financial Services, Financial Analysis, Valuation
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Cornell University 1997 — 2001
BS
Choate Rosemary Hall 1993 — 1997
High School Diploma
De La Salle 1991 — 1993
David Brower David Brower's Morgan Stanley Experience September 1999 - June 2007
Job Financial planning for an imperfect world...
Industry Investment Management
Experience
Krekeler Brower Wealth Advisors LLC June 2007 - Present
Morgan Stanley September 1999 - June 2007
U.S. Navy September 1979 - September 1999
Skills
Estate Planning, Retirement Planning, Asset Allocation, Financial Advisory, Investment Advisory, Retirement Income...
Education
Naval Postgraduate School 2003 — 2005
MS, Management
Chaminade University of Honolulu 1988 — 1990
BBA, Management
Clarence M. Kimball High School 1976 — 1979
Krekeler Brower Wealth Advisors LLC June 2007 - Present
Morgan Stanley September 1999 - June 2007
U.S. Navy September 1979 - September 1999
Skills
Estate Planning, Retirement Planning, Asset Allocation, Financial Advisory, Investment Advisory, Retirement Income...
Education
Naval Postgraduate School 2003 — 2005
MS, Management
Chaminade University of Honolulu 1988 — 1990
BBA, Management
Clarence M. Kimball High School 1976 — 1979
Dean Muhtadi's Morgan Stanley Experience 1997 - 2008
Job Talent at WWE
Industry Sports
Experience
World Wrestling Entertainment July 2012 - Present
Arizona Cardinals Football Club January 2010 - September 2010
Green Bay Packers 2009 - 2009
Morgan Stanley 1997 - 2008
Skills
Team Leadership, Marketing Communications, Financial Planning, Sales, Athletic Training, Cold Calling, Microsoft Excel, Strategic Planning, Coaching, Marketing, Public Speaking, Sports Marketing, Microsoft Office, Sports, Account Management, Leadership Development, Microsoft Word, Social Media Marketing, Marketing Strategy, Financial Analysis, Analysis, Customer Service, Leadership, Sales Management, Social Media
Education
University of Maryland College Park 2009 — 2011
MBA, Marketing, Finance
University of Maryland College Park 2006 — 2008
Bachelor of Science, General Business
Christopher Newport University 2004 — 2005
Bachelor of Business Administration (B.B.A.), Business
World Wrestling Entertainment July 2012 - Present
Arizona Cardinals Football Club January 2010 - September 2010
Green Bay Packers 2009 - 2009
Morgan Stanley 1997 - 2008
Skills
Team Leadership, Marketing Communications, Financial Planning, Sales, Athletic Training, Cold Calling, Microsoft Excel, Strategic Planning, Coaching, Marketing, Public Speaking, Sports Marketing, Microsoft Office, Sports, Account Management, Leadership Development, Microsoft Word, Social Media Marketing, Marketing Strategy, Financial Analysis, Analysis, Customer Service, Leadership, Sales Management, Social Media
Education
University of Maryland College Park 2009 — 2011
MBA, Marketing, Finance
University of Maryland College Park 2006 — 2008
Bachelor of Science, General Business
Christopher Newport University 2004 — 2005
Bachelor of Business Administration (B.B.A.), Business
Amber (Anyu) Wang Amber (Anyu) Wang's Morgan Stanley Experience July 2013 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
China Development Bank June 2011 - August 2011
DEG June 2010 - August 2010
Changsheng Fund Management Ltd. June 2009 - August 2009
Skills
Credit Trading, Fixed Income, Market Risk, Investment Management, VBA, Microsoft Excel, Financial Modeling, Corporate Finance, Bloomberg, Trading, Analysis, Economics, Financial Analysis, Valuation, Equity Research, Portfolio Management
Education
University of Oxford - Said Business School 2012 — 2013
Master of Science (MSc), Financial Economics
Central University of Finance and Economics 2008 — 2012
Bachelor of Economics, International Finance
Morgan Stanley July 2013 - Present
China Development Bank June 2011 - August 2011
DEG June 2010 - August 2010
Changsheng Fund Management Ltd. June 2009 - August 2009
Skills
Credit Trading, Fixed Income, Market Risk, Investment Management, VBA, Microsoft Excel, Financial Modeling, Corporate Finance, Bloomberg, Trading, Analysis, Economics, Financial Analysis, Valuation, Equity Research, Portfolio Management
Education
University of Oxford - Said Business School 2012 — 2013
Master of Science (MSc), Financial Economics
Central University of Finance and Economics 2008 — 2012
Bachelor of Economics, International Finance
Brooke Perkins's Morgan Stanley Experience 2015 - Present
Job Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2015 - Present
Institute for the Advancement of the American Legal System May 2013 - August 2014
MBH Enterprises June 2013 - August 2013
Skills
Microsoft Word, Customer Service, Teamwork, Social Media, Management, Leadership, Research
Education
Lake Forest College 2011 — 2015
Economics & Legal Studies
Lake Forest College 2011 — 2015
Bachelor's Degree, Economics & Legal Studies
Charles University in Prague 2014 — 2014
Study Abroad Program
Morgan Stanley 2015 - Present
Institute for the Advancement of the American Legal System May 2013 - August 2014
MBH Enterprises June 2013 - August 2013
Skills
Microsoft Word, Customer Service, Teamwork, Social Media, Management, Leadership, Research
Education
Lake Forest College 2011 — 2015
Economics & Legal Studies
Lake Forest College 2011 — 2015
Bachelor's Degree, Economics & Legal Studies
Charles University in Prague 2014 — 2014
Study Abroad Program
Hongying Tang Hongying Tang's Morgan Stanley Experience August 2011 - January 2013
Job Senior Security Analyst at Hybirs SAP
Industry Higher Education
Experience
Hybirs SAP January 2015 - Present
SANs February 2014 - Present
Hybirs SAP February 2013 - December 2014
Morgan Stanley August 2011 - January 2013
Concordia University April 2010 - July 2011
Concordia University January 2008 - March 2010
Chongqing Link Information Ltd. May 2004 - September 2007
Chongqing University of Science and Technology July 2002 - September 2007
Skills
Analytical Skills, Security, Python, C, Programming, Computer Security, Vulnerability Assessment, Network Security, Information Security, Computer Forensics
Education
Concordia University 2008 — 2009
Master's, Information System Security, 4.12 out of 4.3
Chongqing University 1999 — 2002
Master of Engineering, Computer Science
Hybirs SAP January 2015 - Present
SANs February 2014 - Present
Hybirs SAP February 2013 - December 2014
Morgan Stanley August 2011 - January 2013
Concordia University April 2010 - July 2011
Concordia University January 2008 - March 2010
Chongqing Link Information Ltd. May 2004 - September 2007
Chongqing University of Science and Technology July 2002 - September 2007
Skills
Analytical Skills, Security, Python, C, Programming, Computer Security, Vulnerability Assessment, Network Security, Information Security, Computer Forensics
Education
Concordia University 2008 — 2009
Master's, Information System Security, 4.12 out of 4.3
Chongqing University 1999 — 2002
Master of Engineering, Computer Science
O'Neil Bahadur O'Neil Bahadur's Morgan Stanley Experience June 2012 - August 2012
Job Intern at Stan Johnson Company
Industry Real Estate
Experience
Stan Johnson Company September 2014 - August 2015
Related Management Company June 2014 - August 2014
Design Within Reach July 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Columbia University in the City of New York November 2011 - April 2012
Project Enterprise June 2011 - August 2011
Education
Columbia University in the City of New York 2011 — 2016
Urban Studies
Choate Rosemary Hall 2007 — 2011
High School Diploma
Prep for Prep
Stan Johnson Company September 2014 - August 2015
Related Management Company June 2014 - August 2014
Design Within Reach July 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Columbia University in the City of New York November 2011 - April 2012
Project Enterprise June 2011 - August 2011
Education
Columbia University in the City of New York 2011 — 2016
Urban Studies
Choate Rosemary Hall 2007 — 2011
High School Diploma
Prep for Prep
Veronique Ferguson Veronique Ferguson's Morgan Stanley Experience 2004 - 2007
Job
Industry
Experience
J.P. Morgan 2007 - Present
Morgan Stanley 2004 - 2007
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2000 — 2003
Doctor of Law (J.D.)
J.P. Morgan 2007 - Present
Morgan Stanley 2004 - 2007
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2000 — 2003
Doctor of Law (J.D.)
Erin Ellis Erin Ellis's Morgan Stanley Experience August 2014 - Present
Job Policy Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
The Cornell Daily Sun August 2011 - May 2014
Global Strategy Group June 2013 - August 2013
FairVote June 2012 - August 2012
Cornell Center for Wildlife Conservation January 2012 - January 2012
UN High Commissioner for Refugees June 2011 - August 2011
Cornell University January 2011 - July 2011
Straight Talk Foundation June 2008 - July 2008
Young, Empowered and Healthy (YEAH) June 2007 - July 2007
Skills
International Relations, Editing, Microsoft Office, Research, Data Analysis, Political Science, Stata, PowerPoint, Microsoft Excel, Policy, Event Planning
Education
Cornell University 2010 — 2014
Bachelors of Arts, summa cum laude, Government; International Relations, 3.96 cumulative GPA
University of Oxford 2013 — 2013
Politics, Philosophy and Economics, Politics
Choate Rosemary Hall 2006 — 2010
Cum Laude
Morgan Stanley August 2014 - Present
The Cornell Daily Sun August 2011 - May 2014
Global Strategy Group June 2013 - August 2013
FairVote June 2012 - August 2012
Cornell Center for Wildlife Conservation January 2012 - January 2012
UN High Commissioner for Refugees June 2011 - August 2011
Cornell University January 2011 - July 2011
Straight Talk Foundation June 2008 - July 2008
Young, Empowered and Healthy (YEAH) June 2007 - July 2007
Skills
International Relations, Editing, Microsoft Office, Research, Data Analysis, Political Science, Stata, PowerPoint, Microsoft Excel, Policy, Event Planning
Education
Cornell University 2010 — 2014
Bachelors of Arts, summa cum laude, Government; International Relations, 3.96 cumulative GPA
University of Oxford 2013 — 2013
Politics, Philosophy and Economics, Politics
Choate Rosemary Hall 2006 — 2010
Cum Laude
Sara Stenson Sara Stenson's Morgan Stanley Experience October 2005 - May 2008
Job Investor Relations at Thomas H. Lee Partners
Industry Venture Capital & Private Equity
Experience
Thomas H. Lee Partners May 2008 - Present
Morgan Stanley October 2005 - May 2008
Skills
Financial Analysis, Mergers & Acquisitions, Mergers, Strategic Partnerships, Customer Service, Start-ups, Asset Management, Acquisition Integration, Business Strategy, Financial Modeling, Investments, Business Development, Corporate Development, Entrepreneurship, Alternative Investments, Strategy, Management Consulting, Management, Strategic Planning, Restructuring
Education
Central Washington University
Thomas H. Lee Partners May 2008 - Present
Morgan Stanley October 2005 - May 2008
Skills
Financial Analysis, Mergers & Acquisitions, Mergers, Strategic Partnerships, Customer Service, Start-ups, Asset Management, Acquisition Integration, Business Strategy, Financial Modeling, Investments, Business Development, Corporate Development, Entrepreneurship, Alternative Investments, Strategy, Management Consulting, Management, Strategic Planning, Restructuring
Education
Central Washington University
Julie Seavey Julie Seavey's Morgan Stanley Experience August 2013 - Present
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
UBS April 2009 - July 2013
Smith Barney January 1985 - April 2009
Skills
Wealth Management
Education
Cincinnati State Technical and Community College
Associate of Arts (A.A.), Computer Science
The Ohio State University
Morgan Stanley August 2013 - Present
UBS April 2009 - July 2013
Smith Barney January 1985 - April 2009
Skills
Wealth Management
Education
Cincinnati State Technical and Community College
Associate of Arts (A.A.), Computer Science
The Ohio State University
Lorraine Jordan's Morgan Stanley Experience June 2014 - December 2014
Job Allstate Financial Advisor
Industry Financial Services
Experience
Cramer Capital Management LLC May 2015 - August 2015
Merrill Edge January 2015 - May 2015
Morgan Stanley June 2014 - December 2014
Merrill Lynch June 2012 - June 2014
Cramer Capital Management March 2008 - January 2011
Lincoln Financial Group 2002 - 2003
Skills
Series 7, Series 63, Series 65, Wealth Management, Retirement Planning, Finance, Mutual Funds, Financial Services, Asset Allocation, Investments, Investment Advisory, Retirement, Securities, Strategic Financial..., Fixed Annuities, Estate Planning
Education
Citrus College 1978 — 1980
Cramer Capital Management LLC May 2015 - August 2015
Merrill Edge January 2015 - May 2015
Morgan Stanley June 2014 - December 2014
Merrill Lynch June 2012 - June 2014
Cramer Capital Management March 2008 - January 2011
Lincoln Financial Group 2002 - 2003
Skills
Series 7, Series 63, Series 65, Wealth Management, Retirement Planning, Finance, Mutual Funds, Financial Services, Asset Allocation, Investments, Investment Advisory, Retirement, Securities, Strategic Financial..., Fixed Annuities, Estate Planning
Education
Citrus College 1978 — 1980
Tarsha Jackson Tarsha Jackson's Morgan Stanley Experience May 2001 - July 2009
Job Experienced with Trade Support/Back Office/Trade Testing Environment
Industry Financial Services
Experience
Morgan Stanley May 2001 - July 2009
Morgan Stanley 2001 - 2009
FIMAT USA January 1999 - January 2001
New Edge(Fimat USA) 1999 - 2001
Skills
Trade Support
Education
Chicago State University 2002 — 2011
Chicago State University
Business/ Pharmacy
Dunbar Vocational
Morgan Stanley May 2001 - July 2009
Morgan Stanley 2001 - 2009
FIMAT USA January 1999 - January 2001
New Edge(Fimat USA) 1999 - 2001
Skills
Trade Support
Education
Chicago State University 2002 — 2011
Chicago State University
Business/ Pharmacy
Dunbar Vocational
Bob McNeily's Morgan Stanley Experience August 2008 - Present
Job Financial Advisor Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley August 2008 - Present
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1975 — 1977
JD
Miami University 1970 — 1974
BA, Political Science
Morgan Stanley August 2008 - Present
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1975 — 1977
JD
Miami University 1970 — 1974
BA, Political Science
William Clugston William Clugston's Morgan Stanley Experience 2000 - 2005
Job Attorney at Law and Adjunct Faculty College of Lake County
Industry Legal Services
Experience
Discover Financial Services 2005 - 2008
Morgan Stanley 2000 - 2005
Morgan Stanley 1986 - 2000
Sears Holdings Management Corporation 1985 - 1986
Anixter 1983 - 1985
Skills
Teaching Adults, Philosophy, Ancient Philosophy, Critical Thinking, Legal Writing, Financial Services, Credit, Loans, Credit Cards, Leadership, Legal Compliance, Legal Research, Mortgage Lending, Banking Law, Consumer Lending, Teaching
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1978 — 1981
J. D., Law
Universität Salzburg 1981 — 1981
Diploma: Advanced International Legal Studies
University of Oxford 1980 — 1980
Diploma: International and Comparative Law
University of Guelph 1975 — 1977
Philosophy
Duquesne University 1973 — 1975
M. A., Philosophy
Niagara University 1968 — 1972
B. A., English
Discover Financial Services 2005 - 2008
Morgan Stanley 2000 - 2005
Morgan Stanley 1986 - 2000
Sears Holdings Management Corporation 1985 - 1986
Anixter 1983 - 1985
Skills
Teaching Adults, Philosophy, Ancient Philosophy, Critical Thinking, Legal Writing, Financial Services, Credit, Loans, Credit Cards, Leadership, Legal Compliance, Legal Research, Mortgage Lending, Banking Law, Consumer Lending, Teaching
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1978 — 1981
J. D., Law
Universität Salzburg 1981 — 1981
Diploma: Advanced International Legal Studies
University of Oxford 1980 — 1980
Diploma: International and Comparative Law
University of Guelph 1975 — 1977
Philosophy
Duquesne University 1973 — 1975
M. A., Philosophy
Niagara University 1968 — 1972
B. A., English
Jessica Malzman Jessica Malzman's Morgan Stanley Experience 2007 - 2009
Job Director, COO at Whitney Partners
Industry Financial Services
Experience
Whitney Partners, LLC February 2009 - Present
Morgan Stanley 2007 - 2009
Thomson Financial 2006 - 2007
Education
Cornell University 2002 — 2006
BS, Human Development
Choate Rosemary Hall 1999 — 2002
Rippowam Cisqua
Whitney Partners, LLC February 2009 - Present
Morgan Stanley 2007 - 2009
Thomson Financial 2006 - 2007
Education
Cornell University 2002 — 2006
BS, Human Development
Choate Rosemary Hall 1999 — 2002
Rippowam Cisqua
Lamar Burrell's Morgan Stanley Experience June 2006 - September 2006
Job CEO of Vision 2 Destiny Entertainment
Industry Entertainment
Experience
Vision 2 Destiny Entertainment 2012 - Present
The Lord's Church 2008 - Present
Morgan Stanley June 2006 - September 2006
Skills
Event Planning, Customer Service, System Administration, Public Speaking, Microsoft Word, Facebook, Team Building, Social Media, Community Outreach, Blogging, Advertising, Creative Writing, Editing, Entertainment, Entrepreneurship, Event Management, Leadership, Management, Marketing, Marketing Communications, Music, Networking, Nonprofits, Online Marketing, Public Relations, Social Media Marketing, Social Networking, Teaching, Television, Time Management, Training, Volunteer Management
Education
Cheyney University of Pennsylvania 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Vision 2 Destiny Entertainment 2012 - Present
The Lord's Church 2008 - Present
Morgan Stanley June 2006 - September 2006
Skills
Event Planning, Customer Service, System Administration, Public Speaking, Microsoft Word, Facebook, Team Building, Social Media, Community Outreach, Blogging, Advertising, Creative Writing, Editing, Entertainment, Entrepreneurship, Event Management, Leadership, Management, Marketing, Marketing Communications, Music, Networking, Nonprofits, Online Marketing, Public Relations, Social Media Marketing, Social Networking, Teaching, Television, Time Management, Training, Volunteer Management
Education
Cheyney University of Pennsylvania 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Rachel Sebastian Rachel Sebastian's Morgan Stanley Experience August 2015 - Present
Job Credit Risk Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Relationship Science April 2013 - Present
DLA Piper July 2012 - April 2013
Telesis Corporation June 2011 - August 2011
City of Philadelphia June 2010 - August 2010
Skills
Research, PowerPoint, Microsoft Office, Legal Research, Social Media, Financial Services, Microsoft Excel, Business Development, Salesforce.com, Project Management, Leadership
Education
University of Pennsylvania 2008 — 2012
Bachelor's Degree, Political Science and French
Univerzita Karlova v Praze 2011 — 2011
Political Science and Government
Jesuit High School 2004 — 2008
Morgan Stanley August 2015 - Present
Relationship Science April 2013 - Present
DLA Piper July 2012 - April 2013
Telesis Corporation June 2011 - August 2011
City of Philadelphia June 2010 - August 2010
Skills
Research, PowerPoint, Microsoft Office, Legal Research, Social Media, Financial Services, Microsoft Excel, Business Development, Salesforce.com, Project Management, Leadership
Education
University of Pennsylvania 2008 — 2012
Bachelor's Degree, Political Science and French
Univerzita Karlova v Praze 2011 — 2011
Political Science and Government
Jesuit High School 2004 — 2008
Gina Iadanza Gina Iadanza's Morgan Stanley Experience September 2013 - March 2014
Job Sales Associate at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners January 2015 - Present
Morgan Stanley September 2013 - March 2014
JPMorgan Chase September 2012 - April 2013
Glenmede September 2011 - March 2012
Starbucks Coffee Company August 2008 - September 2011
Skills
Event Planning, Customer Service, Event Management, Marketing, Microsoft Excel, Microsoft Office, Training, Leadership, Advertising, Budgets, Project Management, Marketing Research, InDesign, Inventory Management, CRM databases, Risk Analysis, FactSet, Bloomberg Terminal, Consultative Selling, Sales Process
Education
Drexel University - College of Business and Administration 2010 — 2015
BSBA, Marketing and Finance, Junior
Charles University in Prague 2012 — 2012
Commack High School 2007 — 2010
Franklin Square Capital Partners January 2015 - Present
Morgan Stanley September 2013 - March 2014
JPMorgan Chase September 2012 - April 2013
Glenmede September 2011 - March 2012
Starbucks Coffee Company August 2008 - September 2011
Skills
Event Planning, Customer Service, Event Management, Marketing, Microsoft Excel, Microsoft Office, Training, Leadership, Advertising, Budgets, Project Management, Marketing Research, InDesign, Inventory Management, CRM databases, Risk Analysis, FactSet, Bloomberg Terminal, Consultative Selling, Sales Process
Education
Drexel University - College of Business and Administration 2010 — 2015
BSBA, Marketing and Finance, Junior
Charles University in Prague 2012 — 2012
Commack High School 2007 — 2010
Solmaz Shahalizadeh Solmaz Shahalizadeh's Morgan Stanley Experience August 2011 - October 2013
Job Data Team Lead Finance at Shopify
Industry Computer Software
Experience
Shopify February 2015 - Present
Shopify October 2013 - February 2015
Morgan Stanley August 2011 - October 2013
McGill University January 2008 - March 2011
Chalmers University of Technology August 2005 - January 2008
0and1 Information Technology January 2003 - January 2005
Rahgosha IT Consulting Co. January 2002 - January 2003
Skills
Data Warehousing, Dimensional Modeling, ETL, Apache Spark, Databases, Statistical Data..., SQL, Machine Learning, Spring, Design Patterns, Data Mining, Eclipse, C++, Algorithms, Unix, Computer Science, C#, Perl, Object Oriented Design, Linux, Teradata, MySQL, Software Development, CXF, SOAP, DB2, OOP, Visual Studio, JavaScript, Java, Programming, Distributed Systems, UML, JAXB, Software Engineering, Spring Framework, Python
Education
McGill University 2008 — 2010
MSc., Computer Science, Minor in Bioinformatics, 3.94/4
Chalmers tekniska högskola 2006 — 2008
MSc., Bioinformatics, 3.2/4
Memorial University of Newfoundland 2006 — 2007
Visiting MSc. Student, Computer Science
University of Tehran 2000 — 2005
BSc, Computer Science, 3.2/4
Aboureyhan
Shopify February 2015 - Present
Shopify October 2013 - February 2015
Morgan Stanley August 2011 - October 2013
McGill University January 2008 - March 2011
Chalmers University of Technology August 2005 - January 2008
0and1 Information Technology January 2003 - January 2005
Rahgosha IT Consulting Co. January 2002 - January 2003
Skills
Data Warehousing, Dimensional Modeling, ETL, Apache Spark, Databases, Statistical Data..., SQL, Machine Learning, Spring, Design Patterns, Data Mining, Eclipse, C++, Algorithms, Unix, Computer Science, C#, Perl, Object Oriented Design, Linux, Teradata, MySQL, Software Development, CXF, SOAP, DB2, OOP, Visual Studio, JavaScript, Java, Programming, Distributed Systems, UML, JAXB, Software Engineering, Spring Framework, Python
Education
McGill University 2008 — 2010
MSc., Computer Science, Minor in Bioinformatics, 3.94/4
Chalmers tekniska högskola 2006 — 2008
MSc., Bioinformatics, 3.2/4
Memorial University of Newfoundland 2006 — 2007
Visiting MSc. Student, Computer Science
University of Tehran 2000 — 2005
BSc, Computer Science, 3.2/4
Aboureyhan
Duhan Malali's Morgan Stanley Experience April 2012 - April 2013
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
PNC May 2013 - January 2015
Morgan Stanley April 2012 - April 2013
Morgan Stanley Smith Barney December 2011 - April 2012
Skills
Wealth Management, Financial Advisory, Personal Financial..., Securities, Financial Analysis, Series 7, Banking
Education
Wilmington University 2009 — 2011
Bachelor's Degree, Business Management, 3.71
Chestnut Hill College 2007 — 2009
Associates Degree, Business Administration
Wells Fargo January 2015 - Present
PNC May 2013 - January 2015
Morgan Stanley April 2012 - April 2013
Morgan Stanley Smith Barney December 2011 - April 2012
Skills
Wealth Management, Financial Advisory, Personal Financial..., Securities, Financial Analysis, Series 7, Banking
Education
Wilmington University 2009 — 2011
Bachelor's Degree, Business Management, 3.71
Chestnut Hill College 2007 — 2009
Associates Degree, Business Administration
Paul Mutch Paul Mutch's Morgan Stanley Experience April 1993 - October 1997
Job Financial Advisor & Insurance Representative
Industry Financial Services
Experience
Allstate Financial Services, LLC January 2006 - March 2014
Paul Mutch Music January 1977 - February 2014
Self Employed/Independent Broker Dealers October 1997 - June 2000
Morgan Stanley April 1993 - October 1997
Skills
Insurance, Life Insurance, Asset Management, Series 63, Portfolio Management, Fixed Annuities, Retirement, Series 7, Mutual Funds, Retirement Planning, Sales, Building Relationships, Strategic Financial..., Portfolio Performance..., New Business Development, Management, Consultative Sales..., Financial Instruments, Prospecting Skills, Cross Selling, Market Analysis, Investor Relations, Securities, Finance, Employee Benefits, Investments, Business Retirement..., Series 6 & 63, Life &..., Exceptional Communicator, Financial Services, Public Speaking
Education
Central Washington University 1978 — 1981
Music Education/Performance
Marylhurst/Portland CC 1991 — 1992
Marketing and Business
University of Oregon 2014 — 2015
Social Sciences w/Business emphasis
Allstate Financial Services, LLC January 2006 - March 2014
Paul Mutch Music January 1977 - February 2014
Self Employed/Independent Broker Dealers October 1997 - June 2000
Morgan Stanley April 1993 - October 1997
Skills
Insurance, Life Insurance, Asset Management, Series 63, Portfolio Management, Fixed Annuities, Retirement, Series 7, Mutual Funds, Retirement Planning, Sales, Building Relationships, Strategic Financial..., Portfolio Performance..., New Business Development, Management, Consultative Sales..., Financial Instruments, Prospecting Skills, Cross Selling, Market Analysis, Investor Relations, Securities, Finance, Employee Benefits, Investments, Business Retirement..., Series 6 & 63, Life &..., Exceptional Communicator, Financial Services, Public Speaking
Education
Central Washington University 1978 — 1981
Music Education/Performance
Marylhurst/Portland CC 1991 — 1992
Marketing and Business
University of Oregon 2014 — 2015
Social Sciences w/Business emphasis
Theodore Joseph Kim Theodore Joseph Kim's Morgan Stanley Experience 2001 - 2005
Job Associate Director at Ernst & Young
Industry Management Consulting
Experience
EY 2012 - Present
Barrowgate, Inc. 2010 - 2012
The Smart Cube 2008 - 2010
Market News International 2005 - 2008
Morgan Stanley 2001 - 2005
Citi 1999 - 2001
Euromoney Institutional Investor 1995 - 1999
Skills
VB.Net, French, Russian, Fixed Income, Emerging Markets, Asset Management, Risk Management, Trading, Microsoft SQL Server, Bloomberg, Investment Management, Series 65, Capital Markets, Equities, Hedge Funds, Derivatives, Financial Modeling, Financial Markets, Equity Research, Investment Strategies, Alternative Investments, Economics, Financial Services, Equity Valuation, Asset Allocation, Investor Relations, Macroeconomics, Financial Risk, Structured Products, Wealth Management, Quantitative Finance, Portfolio Management, Content Strategy, Content Development, Editing, Writing, International Law, Investment Banking, Valuation, Strategy, Mutual Funds, Private Equity, Investments, Finance, Quantitative Analytics, Corporate Finance, Due Diligence, Analysis, Securitization, Venture Capital
Education
Global Association of Risk Professionals 2003 — 2003
Financial Risk Manager, FRM
CFA Institute 1998 — 2001
CFA Charter, Chartered Financial Analyst
Bar of England and Wales 1993 — 1995
Barrister at Law, Private International Law and International Business Transactions, Recieved with honors - placed within top 10% of Bar exam
Université Panthéon Sorbonne (Paris I) 1991 — 1993
MSc (Economics), International Economics, (Mention Bien)
London School of Economics and Political Science
BSc. Economics (Honours), International Economics
Choate Rosemary Hall
HS Diploma
EY 2012 - Present
Barrowgate, Inc. 2010 - 2012
The Smart Cube 2008 - 2010
Market News International 2005 - 2008
Morgan Stanley 2001 - 2005
Citi 1999 - 2001
Euromoney Institutional Investor 1995 - 1999
Skills
VB.Net, French, Russian, Fixed Income, Emerging Markets, Asset Management, Risk Management, Trading, Microsoft SQL Server, Bloomberg, Investment Management, Series 65, Capital Markets, Equities, Hedge Funds, Derivatives, Financial Modeling, Financial Markets, Equity Research, Investment Strategies, Alternative Investments, Economics, Financial Services, Equity Valuation, Asset Allocation, Investor Relations, Macroeconomics, Financial Risk, Structured Products, Wealth Management, Quantitative Finance, Portfolio Management, Content Strategy, Content Development, Editing, Writing, International Law, Investment Banking, Valuation, Strategy, Mutual Funds, Private Equity, Investments, Finance, Quantitative Analytics, Corporate Finance, Due Diligence, Analysis, Securitization, Venture Capital
Education
Global Association of Risk Professionals 2003 — 2003
Financial Risk Manager, FRM
CFA Institute 1998 — 2001
CFA Charter, Chartered Financial Analyst
Bar of England and Wales 1993 — 1995
Barrister at Law, Private International Law and International Business Transactions, Recieved with honors - placed within top 10% of Bar exam
Université Panthéon Sorbonne (Paris I) 1991 — 1993
MSc (Economics), International Economics, (Mention Bien)
London School of Economics and Political Science
BSc. Economics (Honours), International Economics
Choate Rosemary Hall
HS Diploma
Megan (IED) Greenawalt's Morgan Stanley Experience October 2006 - December 2014
Job Administrative Professional
Industry Financial Services
Experience
Morgan Stanley October 2006 - December 2014
Education
Chestnut Hill College
M.A., Elementary Education
Convent of the Sacred Heart
Skidmore College
B.A., English
Morgan Stanley October 2006 - December 2014
Education
Chestnut Hill College
M.A., Elementary Education
Convent of the Sacred Heart
Skidmore College
B.A., English
Melinda Carmichael, CIMA's Morgan Stanley Experience March 1982 - August 2008
Job Sr Vice President, UBS Financial Services Inc. Pasadena,CA
Industry Financial Services
Experience
UBS Financial Services Inc. August 2008 - Present
Morgan Stanley March 1982 - August 2008
Skills
Wealth Management..., Certified Investment..., Retirement Planning, 401k Rollovers, Investment Advisory, Investment Strategies, Portfolio Management, Alternative Investments, Series 65, Series 63, Series 7, Uniform Combined State...
Education
Chapman University 1966 — 1969
Education
Foothill High School 1962 — 1966
UBS Financial Services Inc. August 2008 - Present
Morgan Stanley March 1982 - August 2008
Skills
Wealth Management..., Certified Investment..., Retirement Planning, 401k Rollovers, Investment Advisory, Investment Strategies, Portfolio Management, Alternative Investments, Series 65, Series 63, Series 7, Uniform Combined State...
Education
Chapman University 1966 — 1969
Education
Foothill High School 1962 — 1966
Wen Shi Wen Shi's Morgan Stanley Experience July 2009 - November 2009
Job M&A Advisory, PwC
Industry Management Consulting
Experience
PwC September 2014 - Present
PwC October 2013 - August 2014
EFA Partners September 2012 - September 2013
Morgan Stanley July 2009 - November 2009
Skills
Financial Analysis, Accounting, Mathematical Modeling, Corporate Finance, Valuation, Statistics, Investments, Microsoft Excel, PowerPoint, Leveraged Finance, Equity Research, Equities, Bloomberg Terminal, Financial Modeling, Bloomberg
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master, Management Studies
Central University of Finance and Economics 2006 — 2010
Bachelor of Arts, International Economics and Trade. Finance
PwC September 2014 - Present
PwC October 2013 - August 2014
EFA Partners September 2012 - September 2013
Morgan Stanley July 2009 - November 2009
Skills
Financial Analysis, Accounting, Mathematical Modeling, Corporate Finance, Valuation, Statistics, Investments, Microsoft Excel, PowerPoint, Leveraged Finance, Equity Research, Equities, Bloomberg Terminal, Financial Modeling, Bloomberg
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master, Management Studies
Central University of Finance and Economics 2006 — 2010
Bachelor of Arts, International Economics and Trade. Finance
Rachel Fredey Rachel Fredey's Morgan Stanley Experience June 2014 - August 2014
Job Branch Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Data Analysis
Education
Hamilton College 2011 — 2015
Bachelor's degree, Economics, Mathematics
Charles University in Prague 2013 — 2013
Semester Abroad, International Economics
Cohasset Middle-High School 2007 — 2011
Morgan Stanley June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Data Analysis
Education
Hamilton College 2011 — 2015
Bachelor's degree, Economics, Mathematics
Charles University in Prague 2013 — 2013
Semester Abroad, International Economics
Cohasset Middle-High School 2007 — 2011
Patrick McCurdy Patrick McCurdy's Morgan Stanley Experience July 2002 - October 2008
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2012 - Present
Merlin Securities May 2009 - August 2012
Morgan Stanley July 2002 - October 2008
Skills
Alternative Investments, Fund Of Funds, Prime Brokerage, Series 7, Hedge Funds, Asset Management, Equities, Emerging Markets, Portfolio Management, Private Equity, Capital, Capital Markets
Education
Williams College 1998 — 2002
BA, Economics
Choate Rosemary Hall 1994 — 1998
1998
Wells Fargo Securities August 2012 - Present
Merlin Securities May 2009 - August 2012
Morgan Stanley July 2002 - October 2008
Skills
Alternative Investments, Fund Of Funds, Prime Brokerage, Series 7, Hedge Funds, Asset Management, Equities, Emerging Markets, Portfolio Management, Private Equity, Capital, Capital Markets
Education
Williams College 1998 — 2002
BA, Economics
Choate Rosemary Hall 1994 — 1998
1998
Frank Mentone's Morgan Stanley Experience June 2014 - June 2015
Job Asset Management Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Morgan Stanley June 2014 - June 2015
Merrill Lynch June 2013 - August 2013
Goldman Sachs July 2012 - December 2012
IBM July 2011 - January 2012
Skills
Microsoft Excel, Finance, Bloomberg Terminal, Management, Investments, Financial Analysis, Financial Planning, Financial Modeling, Microsoft Office, Private Equity, Customer Service, Wealth Management, Leadership, Accounting, Equities
Education
Northeastern University 2010 — 2014
Bachelor of Science (B.S.), Finance
Choate Rosemary Hall 2008 — 2009
J.P. Morgan June 2015 - Present
Morgan Stanley June 2014 - June 2015
Merrill Lynch June 2013 - August 2013
Goldman Sachs July 2012 - December 2012
IBM July 2011 - January 2012
Skills
Microsoft Excel, Finance, Bloomberg Terminal, Management, Investments, Financial Analysis, Financial Planning, Financial Modeling, Microsoft Office, Private Equity, Customer Service, Wealth Management, Leadership, Accounting, Equities
Education
Northeastern University 2010 — 2014
Bachelor of Science (B.S.), Finance
Choate Rosemary Hall 2008 — 2009
Sean Thompson Sean Thompson's Morgan Stanley Experience May 2013 - June 2014
Job Proprietary Trader at First New York Securities
Industry Financial Services
Experience
First New York Securities October 2014 - Present
Essette, Inc. September 2013 - Present
Morgan Stanley May 2013 - June 2014
Universal Protection Services May 2011 - August 2013
Harvey & Company LLC February 2013 - June 2013
Skills
Research, Economics, Econometrics, Financial Modeling, PowerPoint, Trading, Data Analysis, Microsoft Office, Leadership, Accounting, Microsoft Word, Finance, Microsoft Excel
Education
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2014
Bachelor's degree, Finance, Economics, Senior
University of Colorado at Boulder 2010 — 2011
Pre-Medicine/Pre-Medical Studies
First New York Securities October 2014 - Present
Essette, Inc. September 2013 - Present
Morgan Stanley May 2013 - June 2014
Universal Protection Services May 2011 - August 2013
Harvey & Company LLC February 2013 - June 2013
Skills
Research, Economics, Econometrics, Financial Modeling, PowerPoint, Trading, Data Analysis, Microsoft Office, Leadership, Accounting, Microsoft Word, Finance, Microsoft Excel
Education
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2014
Bachelor's degree, Finance, Economics, Senior
University of Colorado at Boulder 2010 — 2011
Pre-Medicine/Pre-Medical Studies
Kent Wallgren Kent Wallgren's Morgan Stanley Experience 2010 - Present
Job Global Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2010 - Present
Skills
Financial Services, Wealth Management, Equities, Fixed Income, Derivatives, Foreign Exchange, PMO, Program Management, Project Management, Budget Process, Business Analysis, Business Process..., Risk Management, Applications Software..., SDLC, Financial Regulation, Securities Regulation, International Business..., Mentoring, Series 7, Series 24, Management Consulting, Portfolio Management, Hedge Funds, Enterprise Architecture, Alternative Investments, ITIL, Mutual Funds, Management, Consulting, Securities, Project Portfolio..., Financial Markets, Options, Electronic Trading, Enterprise Software, Investments, Product Management, Capital Markets, Trading
Education
Chalmers University of Technology
MS
Massachusetts Institute of Technology - Sloan School of Management
MBA
Morgan Stanley 2010 - Present
Skills
Financial Services, Wealth Management, Equities, Fixed Income, Derivatives, Foreign Exchange, PMO, Program Management, Project Management, Budget Process, Business Analysis, Business Process..., Risk Management, Applications Software..., SDLC, Financial Regulation, Securities Regulation, International Business..., Mentoring, Series 7, Series 24, Management Consulting, Portfolio Management, Hedge Funds, Enterprise Architecture, Alternative Investments, ITIL, Mutual Funds, Management, Consulting, Securities, Project Portfolio..., Financial Markets, Options, Electronic Trading, Enterprise Software, Investments, Product Management, Capital Markets, Trading
Education
Chalmers University of Technology
MS
Massachusetts Institute of Technology - Sloan School of Management
MBA
Darik Storch Darik Storch's Morgan Stanley Experience January 2002 - April 2004
Job Retail Professional
Industry Retail
Experience
Rite Aid February 2013 - Present
Michaels Arts and Crafts January 2008 - February 2013
Michaels Arts and Crafts 2007 - 2008
Bed Bath & Beyond October 2004 - January 2007
Morgan Stanley January 2002 - April 2004
Skills
Store Management, Loss Prevention, Merchandising, Big Box, Planograms, Store Operations, Shrinkage, Driving Results, Associate Development, Retail, Cross-functional Team..., Sales
Education
City College of San Francisco 1993 — 1995
General Studies
Fred Pryor Seminars - Creative Leadership for Managers, Supervisors, and Team Leaders
Rite Aid February 2013 - Present
Michaels Arts and Crafts January 2008 - February 2013
Michaels Arts and Crafts 2007 - 2008
Bed Bath & Beyond October 2004 - January 2007
Morgan Stanley January 2002 - April 2004
Skills
Store Management, Loss Prevention, Merchandising, Big Box, Planograms, Store Operations, Shrinkage, Driving Results, Associate Development, Retail, Cross-functional Team..., Sales
Education
City College of San Francisco 1993 — 1995
General Studies
Fred Pryor Seminars - Creative Leadership for Managers, Supervisors, and Team Leaders
Sophia Licauco Sophia Licauco's Morgan Stanley Experience August 2004 - April 2006
Job CEO at MobileNotaryRUs.com
Industry Professional Training & Coaching
Experience
Mobile Notary R Us May 2014 - Present
Unlimitedpotentialusa.com July 2011 - Present
Organo Gold May 2013 - January 2014
Ward McDaniel and Sagepoint Financial February 2012 - October 2013
Inner Mind Development Institute July 2009 - February 2012
AEQUTIS Private Wealth Management March 2007 - June 2009
Morgan Stanley August 2004 - April 2006
Associated Securities Inc. February 1999 - August 2004
Skills
Microsoft Certified in..., Bill Good Marketing..., ACT, QuickBooks,..., Peachtree, Corel,..., Print shop, Vision..., Intermediate knowledge..., I am also familiar with..., Marketing, Management, Sales, Training, Time Management, Finance, Payroll, Customer Service, Leadership, Public Speaking, Strategic Planning, New Business Development, Team Building, Small Business, Leadership Development, Marketing Strategy
Education
St. Scholastica's College Manila 1985 — 1988
BS Hotel and Restaurant Management, Business Administration and Management, General, 3.0
AD Banker, Santa Ana, CA
Life Insurance Training, Life Insurance
Career Management Institute, Orange, CA
Computerized Office Specialist Program, Computerized Office Specialist Program, 4.0
Cerritos College
Early Childhood Units, Early Childhood Education and Teaching
Mobile Notary R Us May 2014 - Present
Unlimitedpotentialusa.com July 2011 - Present
Organo Gold May 2013 - January 2014
Ward McDaniel and Sagepoint Financial February 2012 - October 2013
Inner Mind Development Institute July 2009 - February 2012
AEQUTIS Private Wealth Management March 2007 - June 2009
Morgan Stanley August 2004 - April 2006
Associated Securities Inc. February 1999 - August 2004
Skills
Microsoft Certified in..., Bill Good Marketing..., ACT, QuickBooks,..., Peachtree, Corel,..., Print shop, Vision..., Intermediate knowledge..., I am also familiar with..., Marketing, Management, Sales, Training, Time Management, Finance, Payroll, Customer Service, Leadership, Public Speaking, Strategic Planning, New Business Development, Team Building, Small Business, Leadership Development, Marketing Strategy
Education
St. Scholastica's College Manila 1985 — 1988
BS Hotel and Restaurant Management, Business Administration and Management, General, 3.0
AD Banker, Santa Ana, CA
Life Insurance Training, Life Insurance
Career Management Institute, Orange, CA
Computerized Office Specialist Program, Computerized Office Specialist Program, 4.0
Cerritos College
Early Childhood Units, Early Childhood Education and Teaching
Donald Jenkins Donald Jenkins's Morgan Stanley Experience August 2007 - February 2011
Job Financial Advisor at Fleischer Jacobs Group
Industry Financial Services
Experience
Fleischer Jacobs Group February 2011 - Present
Morgan Stanley August 2007 - February 2011
Merrill Lynch August 2005 - August 2007
Chittenden Bank - Chittenden Securities, Inc. March 2001 - January 2005
Education
Champlain College 1989 — 1991
Assoc., Accounting
St. Lawrence University 1980 — 1984
BA, Economics
Tenafly High School
Tenafly High School
Fleischer Jacobs Group February 2011 - Present
Morgan Stanley August 2007 - February 2011
Merrill Lynch August 2005 - August 2007
Chittenden Bank - Chittenden Securities, Inc. March 2001 - January 2005
Education
Champlain College 1989 — 1991
Assoc., Accounting
St. Lawrence University 1980 — 1984
BA, Economics
Tenafly High School
Tenafly High School
Rosann Farmer Rosann Farmer's Morgan Stanley Experience June 2014 - Present
Job Team Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management September 2013 - Present
Merrill Lynch May 2011 - August 2013
Management Specialists, LLC November 2010 - May 2011
Action Coach September 2009 - December 2010
Evergreen Capital Management June 2007 - September 2009
Banc of America Investments June 2006 - June 2007
Morgan Stanley 1981 - 2006
Skills
Wealth Management, Business Development, Leadership Development, Coaching, Business Planning, Entrepreneurship, Leadership, Selling, Sales Management, Management, Training, Public Speaking, Executive Management, Banking, Sales
Education
Central Washington University 1974 — 1978
BS, Psychology/Sociology
Franklin Pierce 1971 — 1974
GED
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management September 2013 - Present
Merrill Lynch May 2011 - August 2013
Management Specialists, LLC November 2010 - May 2011
Action Coach September 2009 - December 2010
Evergreen Capital Management June 2007 - September 2009
Banc of America Investments June 2006 - June 2007
Morgan Stanley 1981 - 2006
Skills
Wealth Management, Business Development, Leadership Development, Coaching, Business Planning, Entrepreneurship, Leadership, Selling, Sales Management, Management, Training, Public Speaking, Executive Management, Banking, Sales
Education
Central Washington University 1974 — 1978
BS, Psychology/Sociology
Franklin Pierce 1971 — 1974
GED
Brad Welch's Morgan Stanley Experience March 2011 - February 2013
Job Associate of Investment Research at Papamarkou Wellner Asset Management, Inc.
Industry Financial Services
Experience
Papamarkou Wellner Asset Management, Inc. February 2013 - Present
Morgan Stanley March 2011 - February 2013
BlackRock May 2010 - August 2010
New York Yankees June 2009 - September 2009
Baltimore Ravens May 2009 - June 2009
Raymond James Financial, Inc. May 2004 - August 2007
Skills
Derivatives, Financial Modeling, Capital Markets, Investment Banking, Fixed Income, Hedge Funds, Equity Research, Research, Management
Education
Duke University 2008 — 2011
Choate Rosemary Hall 2005 — 2007
Papamarkou Wellner Asset Management, Inc. February 2013 - Present
Morgan Stanley March 2011 - February 2013
BlackRock May 2010 - August 2010
New York Yankees June 2009 - September 2009
Baltimore Ravens May 2009 - June 2009
Raymond James Financial, Inc. May 2004 - August 2007
Skills
Derivatives, Financial Modeling, Capital Markets, Investment Banking, Fixed Income, Hedge Funds, Equity Research, Research, Management
Education
Duke University 2008 — 2011
Choate Rosemary Hall 2005 — 2007
Julia Purvis Julia Purvis's Morgan Stanley Experience September 2010 - December 2010
Job Realtor at Alliance Sotheby's International Realty
Industry Real Estate
Experience
Alliance Sotheby's International Realty August 2015 - Present
Parker + Lynch July 2014 - January 2015
Capital Financial Group, LLC September 2013 - June 2014
Revenue Recovery Corporation May 2012 - August 2012
Knox County District Attorney February 2011 - July 2011
Morgan Stanley September 2010 - December 2010
Bill Haslam for Governor May 2010 - August 2010
Hood Law Firm May 2009 - August 2009
Skills
Marketing, Interviews, Recruiting, Networking, Staffing Services, Permanent Placement, Career Counseling, Resume Writing, Executive Staffing, Talent Acquisition, Internet Recruiting, Executive Search, Community Service, Accounting Recruitment, Financial Recruiting, Temporary Placement, Event Planning, Nonprofits, PowerPoint, Cold Calling, Time Management, Leadership, Public Speaking, Strategic Planning, Research, Analysis, Team Building, Budgets, Financial Services
Education
Charlotte School of Law 2011 — 2012
Juris Doctor Candidate
Clemson University 2006 — 2010
Bachelor of Arts, Political Science & Spanish, Official GPA: 3.67/4.0
Webb School of Knoxville 2002 — 2006
Alliance Sotheby's International Realty August 2015 - Present
Parker + Lynch July 2014 - January 2015
Capital Financial Group, LLC September 2013 - June 2014
Revenue Recovery Corporation May 2012 - August 2012
Knox County District Attorney February 2011 - July 2011
Morgan Stanley September 2010 - December 2010
Bill Haslam for Governor May 2010 - August 2010
Hood Law Firm May 2009 - August 2009
Skills
Marketing, Interviews, Recruiting, Networking, Staffing Services, Permanent Placement, Career Counseling, Resume Writing, Executive Staffing, Talent Acquisition, Internet Recruiting, Executive Search, Community Service, Accounting Recruitment, Financial Recruiting, Temporary Placement, Event Planning, Nonprofits, PowerPoint, Cold Calling, Time Management, Leadership, Public Speaking, Strategic Planning, Research, Analysis, Team Building, Budgets, Financial Services
Education
Charlotte School of Law 2011 — 2012
Juris Doctor Candidate
Clemson University 2006 — 2010
Bachelor of Arts, Political Science & Spanish, Official GPA: 3.67/4.0
Webb School of Knoxville 2002 — 2006
Jessie L'Heureux's Morgan Stanley Experience May 2013 - August 2013
Job Sales Consultant at Unum
Industry Insurance
Experience
Unum June 2015 - Present
Hobart and William Smith Colleges Admissions Office September 2014 - May 2015
William Smith Club Soccer September 2011 - May 2015
Treble Street Soup Kitchen 2005 - 2015
Hobart and William Smith Colleges September 2011 - September 2014
Boston Private Bank June 2014 - August 2014
Morgan Stanley May 2013 - August 2013
Keller Williams Real Estate May 2013 - August 2013
Boys and Girls Clubs of America February 2013 - May 2013
Keller Williams Real Estate June 2011 - December 2012
Skills
Social Media, Customer Service, Microsoft Excel, Marketing, Social Media Marketing, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Time Management, Data Entry, Facebook, Event Planning, Sales, Social Networking, Teamwork, Access, Retail, Leadership, Event Management, Finance, Wealth Management
Education
Hobart and William Smith Colleges 2011 — 2015
Bachelor's degree, Majors: Economics, International Relations Minor: Political Science
Charles University in Prague 2013 — 2013
Economics, International Relations, History, Political Science
Falmouth High School 2007 — 2011
Unum June 2015 - Present
Hobart and William Smith Colleges Admissions Office September 2014 - May 2015
William Smith Club Soccer September 2011 - May 2015
Treble Street Soup Kitchen 2005 - 2015
Hobart and William Smith Colleges September 2011 - September 2014
Boston Private Bank June 2014 - August 2014
Morgan Stanley May 2013 - August 2013
Keller Williams Real Estate May 2013 - August 2013
Boys and Girls Clubs of America February 2013 - May 2013
Keller Williams Real Estate June 2011 - December 2012
Skills
Social Media, Customer Service, Microsoft Excel, Marketing, Social Media Marketing, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Time Management, Data Entry, Facebook, Event Planning, Sales, Social Networking, Teamwork, Access, Retail, Leadership, Event Management, Finance, Wealth Management
Education
Hobart and William Smith Colleges 2011 — 2015
Bachelor's degree, Majors: Economics, International Relations Minor: Political Science
Charles University in Prague 2013 — 2013
Economics, International Relations, History, Political Science
Falmouth High School 2007 — 2011
Naushil Mehta's Morgan Stanley Experience March 2015 - Present
Job Market Data Analyst
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Sears, Roebuck and Co. March 2012 - April 2013
Skills
Sales, Customer Service, Customer Satisfaction, Microsoft Word, Inventory Management, Retail, Microsoft Office
Education
Diablo Valley College 2012 — 2014
Computer Science, A
Chabot College 2008 — 2011
Computer Science
C.N. Vidhyalaya (India) 1990 — 2002
Morgan Stanley March 2015 - Present
Sears, Roebuck and Co. March 2012 - April 2013
Skills
Sales, Customer Service, Customer Satisfaction, Microsoft Word, Inventory Management, Retail, Microsoft Office
Education
Diablo Valley College 2012 — 2014
Computer Science, A
Chabot College 2008 — 2011
Computer Science
C.N. Vidhyalaya (India) 1990 — 2002
Garvin Reid's Morgan Stanley Experience June 2007 - August 2007
Job Career coach and community organizer with a passion for using professional development as a tool for success.
Industry Higher Education
Experience
New York University September 2014 - Present
G Reid New York February 2014 - Present
New York University August 2013 - August 2014
Monroe College August 2011 - August 2013
Chubb Insurance December 2009 - July 2011
Avon Foundation August 2009 - December 2009
Black Enterprise June 2008 - December 2008
Morgan Stanley June 2007 - August 2007
Skills
Public Speaking, Community Outreach, Social Networking, Student Affairs, Higher Education, Event Planning, Fundraising, Leadership Development, Training, Nonprofits, Management, Marketing, Leadership, Program Development, Recruiting, Teaching, Program Management, PowerPoint, Admissions, Time Management, Student Development, Human Resources, Resume Writing, Career Counseling, Career Development, Insurance, Non-profits, Marketing Strategy, Building Relationships, Adult Education, Academic Advising, Resume, Motivational Speaking, Social Media Marketing, Coaching, Conducting Interviews, Staff Development, Student Counseling, Editing, Higher Education..., Workshop Facilitation, Curriculum Development, Negotiation, Critical Thinking, Student Engagement, Student Leadership, Student Recruiting, Career Development...
Education
New York University 2013 — 2016
Master's degree, Higher Education and Student Affairs
Cheyney University of Pennsylvania 2004 — 2008
Bachelors, Business Administration
New York University September 2014 - Present
G Reid New York February 2014 - Present
New York University August 2013 - August 2014
Monroe College August 2011 - August 2013
Chubb Insurance December 2009 - July 2011
Avon Foundation August 2009 - December 2009
Black Enterprise June 2008 - December 2008
Morgan Stanley June 2007 - August 2007
Skills
Public Speaking, Community Outreach, Social Networking, Student Affairs, Higher Education, Event Planning, Fundraising, Leadership Development, Training, Nonprofits, Management, Marketing, Leadership, Program Development, Recruiting, Teaching, Program Management, PowerPoint, Admissions, Time Management, Student Development, Human Resources, Resume Writing, Career Counseling, Career Development, Insurance, Non-profits, Marketing Strategy, Building Relationships, Adult Education, Academic Advising, Resume, Motivational Speaking, Social Media Marketing, Coaching, Conducting Interviews, Staff Development, Student Counseling, Editing, Higher Education..., Workshop Facilitation, Curriculum Development, Negotiation, Critical Thinking, Student Engagement, Student Leadership, Student Recruiting, Career Development...
Education
New York University 2013 — 2016
Master's degree, Higher Education and Student Affairs
Cheyney University of Pennsylvania 2004 — 2008
Bachelors, Business Administration
Alexander Fischetti's Morgan Stanley Experience April 2012 - December 2014
Job University of Miami, School of Law
Industry Investment Management
Experience
The Superior Court of Pennsylvania June 2015 - August 2015
North Carolina Bar Association December 2014 - June 2015
Morgan Stanley April 2012 - December 2014
University of Pittsburgh Men’s Soccer Team October 2009 - January 2013
Morgan Stanley Wealth Management April 2011 - April 2012
Campaign for Reelection of Judge Melograne January 2011 - April 2011
Sunburst Sportswear April 2008 - April 2009
Skills
Microsoft Office, Microsoft Word, PowerPoint, Research, Microsoft Excel, Public Speaking, Social Media, Teamwork, Customer Service, Leadership, Management
Education
University of Miami School of Law 2015 — 2017
Juris Doctor, International Business, Trade, and Tax Law
Charlotte School of Law 2014 — 2017
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, International Business Law
University of Pittsburgh 2009 — 2014
Dual Degree, Economics & History
Seton-La Salle Catholic High School 2005 — 2009
The Superior Court of Pennsylvania June 2015 - August 2015
North Carolina Bar Association December 2014 - June 2015
Morgan Stanley April 2012 - December 2014
University of Pittsburgh Men’s Soccer Team October 2009 - January 2013
Morgan Stanley Wealth Management April 2011 - April 2012
Campaign for Reelection of Judge Melograne January 2011 - April 2011
Sunburst Sportswear April 2008 - April 2009
Skills
Microsoft Office, Microsoft Word, PowerPoint, Research, Microsoft Excel, Public Speaking, Social Media, Teamwork, Customer Service, Leadership, Management
Education
University of Miami School of Law 2015 — 2017
Juris Doctor, International Business, Trade, and Tax Law
Charlotte School of Law 2014 — 2017
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, International Business Law
University of Pittsburgh 2009 — 2014
Dual Degree, Economics & History
Seton-La Salle Catholic High School 2005 — 2009
Derrick Gomez's Morgan Stanley Experience 1999 - 2001
Job President at OpTix Group
Industry Information Technology and Services
Experience
OpTix Group 2012 - Present
Fighter 2010 - Present
Derrick Gomez Studios 2002 - 2010
United Nations 2001 - 2002
Morgan Stanley 1999 - 2001
Bloomberg 1998 - 1999
Education
Yale University - YEI Fellow
Cornell University
Choate Rosemary Hall
Prep for Prep
OpTix Group 2012 - Present
Fighter 2010 - Present
Derrick Gomez Studios 2002 - 2010
United Nations 2001 - 2002
Morgan Stanley 1999 - 2001
Bloomberg 1998 - 1999
Education
Yale University - YEI Fellow
Cornell University
Choate Rosemary Hall
Prep for Prep
Dillon Knight Dillon Knight's Morgan Stanley Experience May 2012 - August 2013
Job Research Analyst at JLL
Industry Commercial Real Estate
Experience
JLL June 2015 - Present
JLL August 2014 - May 2015
Chapman University 2011 - 2015
Chapman University March 2013 - May 2014
Morgan Stanley May 2012 - August 2013
Skills
Market Research, Microsoft Office, Negotiation, CoStar, Commercial Real Estate..., Finance, Research
Education
Chapman University 2011 — 2015
Bachelor of Science (B.S.) in Business Administration, Emphasis in Finance, Senior
JLL June 2015 - Present
JLL August 2014 - May 2015
Chapman University 2011 - 2015
Chapman University March 2013 - May 2014
Morgan Stanley May 2012 - August 2013
Skills
Market Research, Microsoft Office, Negotiation, CoStar, Commercial Real Estate..., Finance, Research
Education
Chapman University 2011 — 2015
Bachelor of Science (B.S.) in Business Administration, Emphasis in Finance, Senior
Armando Ochoa Armando Ochoa's Morgan Stanley Experience June 2011 - August 2011
Job Fellow at Venture For America
Industry Venture Capital & Private Equity
Experience
Venture For America June 2014 - Present
J.P. Morgan June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Education
University of Florida 2010 — 2013
Bachelor's Degree, Finance
Univerzita Karlova v Praze
Study Abroad
Venture For America June 2014 - Present
J.P. Morgan June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Education
University of Florida 2010 — 2013
Bachelor's Degree, Finance
Univerzita Karlova v Praze
Study Abroad
Alaina Melichar's Morgan Stanley Experience July 2009 - Present
Job Vice President, FX/EM Sales at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2009 - Present
Goldman Sachs May 2008 - August 2008
Skills
Series 7, Series 63, Series 3, Derivatives, Options, Foreign Exchange, Bloomberg, FINRA, Emerging Markets, Hedge Funds, Fixed Income
Education
University of Richmond - Robins School of Business 2005 — 2009
Bachelor of Science (BS), Business Administration and Finance
Charles University in Prague 2007 — 2007
Morgan Stanley July 2009 - Present
Goldman Sachs May 2008 - August 2008
Skills
Series 7, Series 63, Series 3, Derivatives, Options, Foreign Exchange, Bloomberg, FINRA, Emerging Markets, Hedge Funds, Fixed Income
Education
University of Richmond - Robins School of Business 2005 — 2009
Bachelor of Science (BS), Business Administration and Finance
Charles University in Prague 2007 — 2007
Elvis Siu's Morgan Stanley Experience January 2015 - March 2015
Job Recent Graduate at University of California, Davis
Industry
Experience
Morgan Stanley January 2015 - March 2015
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Photoshop
Education
University of California, Davis 2013 — 2015
Bachelor's Degree, Economics
City College of San Francisco 2010 — 2013
Associate's Degree
Morgan Stanley January 2015 - March 2015
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Photoshop
Education
University of California, Davis 2013 — 2015
Bachelor's Degree, Economics
City College of San Francisco 2010 — 2013
Associate's Degree
Akash Kar's Morgan Stanley Experience June 2014 - August 2014
Job Incoming Financial Markets Advisory Analyst at BlackRock Solutions
Industry Financial Services
Experience
BlackRock May 2015 - July 2015
Morgan Stanley June 2014 - August 2014
Danville Capital June 2013 - August 2013
Siesta Medical, Inc. June 2012 - August 2012
Skills
Event Planning, Microsoft Excel, Marketing, PowerPoint, Microsoft Word, Community Outreach, Public Speaking, Research, Social Media Marketing, Microsoft Office, Nonprofits, Leadership, Marketing Strategy, Online Marketing, Data Analysis, Entrepreneurship, Spanish
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Geography, minor in Asian and Middle Eastern Studies
Universitat Pompeu Fabra 2015 — 2015
Economics
Charles University in Prague 2014 — 2014
Geography
Saratoga High 2009 — 2012
BlackRock May 2015 - July 2015
Morgan Stanley June 2014 - August 2014
Danville Capital June 2013 - August 2013
Siesta Medical, Inc. June 2012 - August 2012
Skills
Event Planning, Microsoft Excel, Marketing, PowerPoint, Microsoft Word, Community Outreach, Public Speaking, Research, Social Media Marketing, Microsoft Office, Nonprofits, Leadership, Marketing Strategy, Online Marketing, Data Analysis, Entrepreneurship, Spanish
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Geography, minor in Asian and Middle Eastern Studies
Universitat Pompeu Fabra 2015 — 2015
Economics
Charles University in Prague 2014 — 2014
Geography
Saratoga High 2009 — 2012
William Nones's Morgan Stanley Experience May 2010 - August 2011
Job QCM
Industry Ranching
Experience
DriveTime December 2014 - Present
Tanglebrook Plaiting Company September 2011 - January 2015
Morgan Stanley May 2010 - August 2011
United States Marine Corps August 1994 - August 1998
Skills
Whipmaking, Whip Cracking, Negotiation, Microsoft Excel, Public Speaking, Budgets, Microsoft Office, Microsoft Word, Customer Service, English, Windows, Research, Teaching, Photoshop
Education
Chapman University, School of Law 2006 — 2009
Doctor of Law (J.D.), Law, 4.7
University of California, Los Angeles 2002 — 2005
BA History, 20th Century Western Civilization
DriveTime December 2014 - Present
Tanglebrook Plaiting Company September 2011 - January 2015
Morgan Stanley May 2010 - August 2011
United States Marine Corps August 1994 - August 1998
Skills
Whipmaking, Whip Cracking, Negotiation, Microsoft Excel, Public Speaking, Budgets, Microsoft Office, Microsoft Word, Customer Service, English, Windows, Research, Teaching, Photoshop
Education
Chapman University, School of Law 2006 — 2009
Doctor of Law (J.D.), Law, 4.7
University of California, Los Angeles 2002 — 2005
BA History, 20th Century Western Civilization
Joan Lucero's Morgan Stanley Experience January 2006 - April 2014
Job Independent Contractor & Jewelry Designer
Industry Design
Experience
Joan Elizabeth Designs April 2014 - Present
Morgan Stanley January 2006 - April 2014
Skills
Management, Microsoft Office, Research, PowerPoint, Outlook, Start-ups, Team Building, Leadership, Customer Service, Microsoft Excel, Marketing, Public Speaking, Strategic Planning, Microsoft Word
Education
City College of San Francisco
Hotel, Motel, and Restaurant Management
Joan Elizabeth Designs April 2014 - Present
Morgan Stanley January 2006 - April 2014
Skills
Management, Microsoft Office, Research, PowerPoint, Outlook, Start-ups, Team Building, Leadership, Customer Service, Microsoft Excel, Marketing, Public Speaking, Strategic Planning, Microsoft Word
Education
City College of San Francisco
Hotel, Motel, and Restaurant Management
Mckenzie Frankel Mckenzie Frankel's Morgan Stanley Experience August 2007 - August 2009
Job Wealth Management
Industry Investment Management
Experience
Entrust Financial August 2009 - Present
Morgan Stanley August 2007 - August 2009
UBS June 2005 - August 2007
Skills
Wealth Management..., Wealth Management, Strategic Financial..., Planning for Charitable..., Asset Allocation, Investments, Portfolio Management, Retirement Planning, Financial Advisory, Series 7, Mutual Funds, Retirement, Financial Planning, Estate Planning, Tax Planning, Asset Management, Series 66
Education
The American College 2009 — 2011
Certified Financial Planner Certification, Certified Financial Planner
Chestnut Hill College 2001 — 2003
Masters, Education
Indiana University of Pennsylvania 1997 — 2001
BA, Psychology
East Stroudsburg Senior High 1992 — 1996
Entrust Financial August 2009 - Present
Morgan Stanley August 2007 - August 2009
UBS June 2005 - August 2007
Skills
Wealth Management..., Wealth Management, Strategic Financial..., Planning for Charitable..., Asset Allocation, Investments, Portfolio Management, Retirement Planning, Financial Advisory, Series 7, Mutual Funds, Retirement, Financial Planning, Estate Planning, Tax Planning, Asset Management, Series 66
Education
The American College 2009 — 2011
Certified Financial Planner Certification, Certified Financial Planner
Chestnut Hill College 2001 — 2003
Masters, Education
Indiana University of Pennsylvania 1997 — 2001
BA, Psychology
East Stroudsburg Senior High 1992 — 1996
Joshua Berger, CFA, CMT Joshua Berger, CFA, CMT's Morgan Stanley Experience 2002 - 2004
Job Managing Director, Associate Director of Asset Allocation Product Management at Wellington Management
Industry Investment Management
Experience
Wellington Management 2013 - Present
Wellington Management 2007 - 2013
Wellington Management 2004 - 2007
Morgan Stanley 2002 - 2004
Morgan Stanley June 2001 - August 2001
Strategic Decisions Group (SDG) 1997 - 2000
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
Master of Business Administration (MBA)
Cornell University 1993 — 1997
Bachelor of Arts (B.A.), Biology and Society
Choate Rosemary Hall 1989 — 1993
High School
Wellington Management 2013 - Present
Wellington Management 2007 - 2013
Wellington Management 2004 - 2007
Morgan Stanley 2002 - 2004
Morgan Stanley June 2001 - August 2001
Strategic Decisions Group (SDG) 1997 - 2000
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
Master of Business Administration (MBA)
Cornell University 1993 — 1997
Bachelor of Arts (B.A.), Biology and Society
Choate Rosemary Hall 1989 — 1993
High School
Christina Siess's Morgan Stanley Experience March 2010 - December 2011
Job Assistant Vice President, Fraud Surveillance Unit at Citi
Industry Research
Experience
Citi January 2013 - Present
Navigant December 2011 - January 2013
Morgan Stanley March 2010 - December 2011
92nd Street Y 2009 - 2010
Skills
Due Diligence, Fraud, Risk Assessment, AML, Private Investigations, Internal Investigations, Anti-corruption, Management, Internal Audit, OFAC, FCPA, Anti-bribery, UK Bribery Act, Policy, Enhanced Due Diligence, Enterprise Risk..., Investigation, Internal Controls, Financial Risk, Operational Risk..., Program Management, Litigation..., Elder Fraud, Policy Analysis, Anti Money Laundering
Education
State University of New York at New Paltz 2005 — 2008
B.A., Political Science
Charles University in Prague 2006 — 2007
Eastern European Studies
Citi January 2013 - Present
Navigant December 2011 - January 2013
Morgan Stanley March 2010 - December 2011
92nd Street Y 2009 - 2010
Skills
Due Diligence, Fraud, Risk Assessment, AML, Private Investigations, Internal Investigations, Anti-corruption, Management, Internal Audit, OFAC, FCPA, Anti-bribery, UK Bribery Act, Policy, Enhanced Due Diligence, Enterprise Risk..., Investigation, Internal Controls, Financial Risk, Operational Risk..., Program Management, Litigation..., Elder Fraud, Policy Analysis, Anti Money Laundering
Education
State University of New York at New Paltz 2005 — 2008
B.A., Political Science
Charles University in Prague 2006 — 2007
Eastern European Studies
Patrick Brigman, CFA Patrick Brigman, CFA's Morgan Stanley Experience July 2011 - February 2014
Job Registered Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management March 2014 - Present
Morgan Stanley July 2011 - February 2014
Glass, Lewis & Co. February 2011 - May 2011
U.S. Department of Commerce May 2007 - August 2010
Brown Cullen NPS May 2009 - September 2009
Skills
Economics, Finance, Financial Analysis, Financial Modeling, Research, Investments, Bloomberg, SAS, Microsoft Office, Stata, Spanish, Data Analysis, Management Consulting, Portfolio Management, HTML, Italian, CRM, Multilingual, Maple, Python, BMC Remedy, Recon, Steps, ThomsonOne
Education
University of Louisville 2008 — 2009
Masters, Business Administration
Centre College 2003 — 2007
BS, Economics
Morgan Stanley Private Wealth Management March 2014 - Present
Morgan Stanley July 2011 - February 2014
Glass, Lewis & Co. February 2011 - May 2011
U.S. Department of Commerce May 2007 - August 2010
Brown Cullen NPS May 2009 - September 2009
Skills
Economics, Finance, Financial Analysis, Financial Modeling, Research, Investments, Bloomberg, SAS, Microsoft Office, Stata, Spanish, Data Analysis, Management Consulting, Portfolio Management, HTML, Italian, CRM, Multilingual, Maple, Python, BMC Remedy, Recon, Steps, ThomsonOne
Education
University of Louisville 2008 — 2009
Masters, Business Administration
Centre College 2003 — 2007
BS, Economics
Victoria Kaner Victoria Kaner's Morgan Stanley Experience March 2004 - September 2008
Job Finance Leader Business, Industrial and Scientific Supplies at Amazon
Industry Internet
Experience
Amazon March 2015 - Present
Amazon February 2013 - March 2015
Amazon September 2010 - February 2013
UL September 2008 - September 2010
Morgan Stanley March 2004 - September 2008
Skills
Program Management, Product Management, Leadership, Management, Process Improvement, E-commerce, Tax, Know Your Customer..., State and International..., Tax Information..., FATCA, Microsoft Excel, Nonprofit Tax, Analytics, Financial Analysis, Agile Project Management, Analysis, Accounting, Financial Reporting, Internal Controls
Education
Chicago-Kent College of Law, Illinois Institute of Technology
LL.M., Taxation
Chicago-Kent College of Law, Illinois Institute of Technology
Doctor of Law (JD)
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Accountancy
Amazon March 2015 - Present
Amazon February 2013 - March 2015
Amazon September 2010 - February 2013
UL September 2008 - September 2010
Morgan Stanley March 2004 - September 2008
Skills
Program Management, Product Management, Leadership, Management, Process Improvement, E-commerce, Tax, Know Your Customer..., State and International..., Tax Information..., FATCA, Microsoft Excel, Nonprofit Tax, Analytics, Financial Analysis, Agile Project Management, Analysis, Accounting, Financial Reporting, Internal Controls
Education
Chicago-Kent College of Law, Illinois Institute of Technology
LL.M., Taxation
Chicago-Kent College of Law, Illinois Institute of Technology
Doctor of Law (JD)
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Accountancy
Eric Targoff's Morgan Stanley Experience March 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Donahue Schriber June 2013 - March 2014
Chapman University: Tutoring, Learning and Testing Center August 2011 - January 2012
Chapman University: Computer Service Desk August 2011 - December 2011
Skills
Microsoft Office, Customer Service, Research, Teamwork, Social Media, Public Speaking, Windows, Time Management
Education
Chapman University 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance
Instituto Lorenzo De' Medici 2012 — 2012
Torrey Pines High School
Torrey Pines High School
Torrey Pines High School
Morgan Stanley March 2014 - Present
Donahue Schriber June 2013 - March 2014
Chapman University: Tutoring, Learning and Testing Center August 2011 - January 2012
Chapman University: Computer Service Desk August 2011 - December 2011
Skills
Microsoft Office, Customer Service, Research, Teamwork, Social Media, Public Speaking, Windows, Time Management
Education
Chapman University 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance
Instituto Lorenzo De' Medici 2012 — 2012
Torrey Pines High School
Torrey Pines High School
Torrey Pines High School
Joseph Pahl Joseph Pahl's Morgan Stanley Experience July 2015 - Present
Job Associate at Davis Polk & Wardwell LLP
Industry Law Practice
Experience
Morgan Stanley July 2015 - Present
Davis Polk & Wardwell LLP November 2012 - July 2015
Davis Polk & Wardwell LLP May 2011 - August 2011
Paul Hastings May 2010 - July 2010
Gatorade June 2007 - May 2009
PepsiCo August 2005 - May 2009
Tropicana August 2005 - June 2007
Education
Northwestern University School of Law 2009 — 2012
Doctor of Law (JD)
University of Pennsylvania 2001 — 2005
BS, Economics
Choate Rosemary Hall
Morgan Stanley July 2015 - Present
Davis Polk & Wardwell LLP November 2012 - July 2015
Davis Polk & Wardwell LLP May 2011 - August 2011
Paul Hastings May 2010 - July 2010
Gatorade June 2007 - May 2009
PepsiCo August 2005 - May 2009
Tropicana August 2005 - June 2007
Education
Northwestern University School of Law 2009 — 2012
Doctor of Law (JD)
University of Pennsylvania 2001 — 2005
BS, Economics
Choate Rosemary Hall
Rohit Nadkarni's Morgan Stanley Experience April 2014 - February 2015
Job Data Operations Analyst at PitchBook Data
Industry Financial Services
Experience
PitchBook Data May 2015 - Present
Morgan Stanley April 2014 - February 2015
Morgan Stanley Wealth Management July 2013 - September 2013
DNA Response, Inc. July 2013 - September 2013
BH Fitness June 2012 - August 2012
Zoomingo, Inc December 2011 - February 2012
Livemocha May 2009 - August 2009
Skills
SQL, Microsoft Excel, Financial Analysis, Financial Modeling, Tableau, Private Equity, Venture Capital, Social Media Marketing, Marketing, PowerPoint, Public Relations, Marketing Research, Entrepreneurship, Microsoft Word, Microsoft Access, Financial Reporting, Fundamental Analysis, Technical Analysis, Quantitative Analysis, Portfolio Management, UMA Investment Proposals, SWOT analysis, Morningstar, 3D Systems, Thompson One
Education
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2014
Bachelor of Science (BS), Business Administration
Eastside Preparatory School 2005 — 2009
PitchBook Data May 2015 - Present
Morgan Stanley April 2014 - February 2015
Morgan Stanley Wealth Management July 2013 - September 2013
DNA Response, Inc. July 2013 - September 2013
BH Fitness June 2012 - August 2012
Zoomingo, Inc December 2011 - February 2012
Livemocha May 2009 - August 2009
Skills
SQL, Microsoft Excel, Financial Analysis, Financial Modeling, Tableau, Private Equity, Venture Capital, Social Media Marketing, Marketing, PowerPoint, Public Relations, Marketing Research, Entrepreneurship, Microsoft Word, Microsoft Access, Financial Reporting, Fundamental Analysis, Technical Analysis, Quantitative Analysis, Portfolio Management, UMA Investment Proposals, SWOT analysis, Morningstar, 3D Systems, Thompson One
Education
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2014
Bachelor of Science (BS), Business Administration
Eastside Preparatory School 2005 — 2009
Chatchapon Chiaravanond Chatchapon Chiaravanond's Morgan Stanley Experience July 2012 - September 2012
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2013 - Present
Morgan Stanley July 2012 - September 2012
Charoen Pokphand Group Co.,Ltd. June 2011 - August 2011
Finansia Syrus Securities June 2010 - July 2010
Skills
Microsoft Excel, Economics, PowerPoint, Financial Modeling
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics
Choate Rosemary Hall 2005 — 2009
High School Diploma
Bank of America Merrill Lynch July 2013 - Present
Morgan Stanley July 2012 - September 2012
Charoen Pokphand Group Co.,Ltd. June 2011 - August 2011
Finansia Syrus Securities June 2010 - July 2010
Skills
Microsoft Excel, Economics, PowerPoint, Financial Modeling
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics
Choate Rosemary Hall 2005 — 2009
High School Diploma
Anthony Lage, CFA Anthony Lage, CFA's Morgan Stanley Experience July 1999 - January 2007
Job CEO at The Crowd's Line
Industry Investment Management
Experience
The Crowd's Line February 2015 - Present
ThoroBid, LLC January 2013 - Present
Anthony Lage, CFA January 2012 - February 2012
Zimmer Lucas Partners February 2007 - February 2011
Morgan Stanley July 1999 - January 2007
Fidelity Investments June 1994 - June 1999
Skills
Chartered Financial...
Education
Xavier University
Master of Business Administration
Centre College
Bachelor of Science, Economics
The Crowd's Line February 2015 - Present
ThoroBid, LLC January 2013 - Present
Anthony Lage, CFA January 2012 - February 2012
Zimmer Lucas Partners February 2007 - February 2011
Morgan Stanley July 1999 - January 2007
Fidelity Investments June 1994 - June 1999
Skills
Chartered Financial...
Education
Xavier University
Master of Business Administration
Centre College
Bachelor of Science, Economics
Jon Schultz Jon Schultz's Morgan Stanley Experience 2007 - 2008
Job Portfolio Manager at RIK Enterprises, LLC
Industry Financial Services
Experience
RIK Enterprises, LLC October 2008 - Present
Morgan Stanley 2007 - 2008
Wachovia Securities Financial Network 2005 - 2007
APS Financial 2004 - 2005
APS Financial 1993 - 1999
Skills
Alternative Investments, Investments, Valuation, Hedge Funds, Asset Management, Due Diligence, Private Equity, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Entrepreneurship, Start-ups, Emerging Markets, Strategy, Real Estate Economics
Education
Christian Brothers University 1989 — 1993
Bachelor of Science (BS), Economics and Finance
RIK Enterprises, LLC October 2008 - Present
Morgan Stanley 2007 - 2008
Wachovia Securities Financial Network 2005 - 2007
APS Financial 2004 - 2005
APS Financial 1993 - 1999
Skills
Alternative Investments, Investments, Valuation, Hedge Funds, Asset Management, Due Diligence, Private Equity, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Entrepreneurship, Start-ups, Emerging Markets, Strategy, Real Estate Economics
Education
Christian Brothers University 1989 — 1993
Bachelor of Science (BS), Economics and Finance
Blair Anderson Blair Anderson's Morgan Stanley Experience July 1999 - June 2001
Job Senior Loan Officer at Guild Mortgage Company
Industry Banking
Experience
Guild Mortgage Company 2013 - Present
Assocaited Loan Consultants May 2004 - Present
Sonos Capital Advisors, LLC September 2009 - May 2013
FinancialNsights, Inc. June 2001 - September 2009
Colonial Life October 2004 - October 2005
Morgan Stanley July 1999 - June 2001
Associated Consultants Limited February 1995 - July 1999
Skills
Term Life Insurance, Retirement, Retirement Planning, Strategic Financial..., Insurance, Investments, Fixed Annuities, Life Insurance, Portfolio Management, Banking, Selling, Mortgage Lending, Mortgage Banking, Residential Mortgages, Jumbo Mortgage, Analysis, Cold Calling, Credit, Customer Service, Estate Planning, Financial Advisory, Financial Planning, Financial Services, First Time Home Buyers, Loans, Residential Homes, Sales
Education
Charleston Southern University 1991 — 1995
BS, Management
Guild Mortgage Company 2013 - Present
Assocaited Loan Consultants May 2004 - Present
Sonos Capital Advisors, LLC September 2009 - May 2013
FinancialNsights, Inc. June 2001 - September 2009
Colonial Life October 2004 - October 2005
Morgan Stanley July 1999 - June 2001
Associated Consultants Limited February 1995 - July 1999
Skills
Term Life Insurance, Retirement, Retirement Planning, Strategic Financial..., Insurance, Investments, Fixed Annuities, Life Insurance, Portfolio Management, Banking, Selling, Mortgage Lending, Mortgage Banking, Residential Mortgages, Jumbo Mortgage, Analysis, Cold Calling, Credit, Customer Service, Estate Planning, Financial Advisory, Financial Planning, Financial Services, First Time Home Buyers, Loans, Residential Homes, Sales
Education
Charleston Southern University 1991 — 1995
BS, Management
Erin Cahill's Morgan Stanley Experience August 2013 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Agora Financial May 2012 - October 2012
Kathleen M. Gialanella, Esq., P.C. May 2011 - August 2011
The Atlantic Club May 2010 - August 2010
Children's Specialized Hospital 2007 - 2009
Education
Loyola University Maryland 2010 — 2013
Bachelor of Arts (B.A.), Global Studies; Business minor
Charles University in Prague 2011 — 2011
Westfield Senior High School 2005 — 2009
College Prep
Villanova University
Morgan Stanley August 2013 - Present
Agora Financial May 2012 - October 2012
Kathleen M. Gialanella, Esq., P.C. May 2011 - August 2011
The Atlantic Club May 2010 - August 2010
Children's Specialized Hospital 2007 - 2009
Education
Loyola University Maryland 2010 — 2013
Bachelor of Arts (B.A.), Global Studies; Business minor
Charles University in Prague 2011 — 2011
Westfield Senior High School 2005 — 2009
College Prep
Villanova University
Vance Fields Vance Fields's Morgan Stanley Experience December 2003 - January 2012
Job SAS/ Linux/AIX Administrator at Independence Blue Cross
Industry Information Technology and Services
Experience
Independence Blue Cross September 2013 - Present
Quest Diagnostics March 2012 - September 2013
Morgan Stanley December 2003 - January 2012
Merit Moving Systems, Inc. October 2002 - September 2003
Merrill Lynch December 2000 - August 2002
AXA November 1999 - November 2000
Swissbank (UBS) July 1998 - November 1999
Merrill Lynch February 1998 - July 1998
Goldman Sachs February 1997 - February 1998
Telcordia Technologies June 1996 - February 1997
Skills
Perl Developer, Red Hat Linux..., Unix/Linux Shell..., Project Manager, Kernel configuration, RPM Administration, Server Build / VMware, Network Configuration, Server Performance..., LVM, RHEL Satellite Server, NIS, DNS, NFS, RAID, Centrify AD, Apache, SQL Developer, Technical Group Leader, Technical Documentation, Software Documentation, HP/UX Administrator /..., Solaris Administrator /..., Firewalls, SQL, Oracle SQL Developer, Disaster Recovery, Networking, Perl, Backup Solutions
Education
Charter Oak State College
BS (requiring 4 credit hours for completion), Information Technology
Independence Blue Cross September 2013 - Present
Quest Diagnostics March 2012 - September 2013
Morgan Stanley December 2003 - January 2012
Merit Moving Systems, Inc. October 2002 - September 2003
Merrill Lynch December 2000 - August 2002
AXA November 1999 - November 2000
Swissbank (UBS) July 1998 - November 1999
Merrill Lynch February 1998 - July 1998
Goldman Sachs February 1997 - February 1998
Telcordia Technologies June 1996 - February 1997
Skills
Perl Developer, Red Hat Linux..., Unix/Linux Shell..., Project Manager, Kernel configuration, RPM Administration, Server Build / VMware, Network Configuration, Server Performance..., LVM, RHEL Satellite Server, NIS, DNS, NFS, RAID, Centrify AD, Apache, SQL Developer, Technical Group Leader, Technical Documentation, Software Documentation, HP/UX Administrator /..., Solaris Administrator /..., Firewalls, SQL, Oracle SQL Developer, Disaster Recovery, Networking, Perl, Backup Solutions
Education
Charter Oak State College
BS (requiring 4 credit hours for completion), Information Technology
Bradley Whiting's Morgan Stanley Experience July 2014 - September 2014
Job Compliance Intern at Western Asset Management
Industry
Experience
Janes Financial Center Residency September 2014 - Present
Western Asset Management June 2015 - August 2015
Morgan Stanley July 2014 - September 2014
Skills
Public Speaking, Event Planning, Leadership, Social Networking, Community Organizing, Strategic Planning, Research, Investing, Portfolio Management, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Marketing
Education
Chapman University 2013 — 2016
Business Administration and Economics with and emphasis in Finance, 3.7/4.0
The London School of Economics and Political Science (LSE) 2013 — 2013
Finance
University of Redlands 2012 — 2013
Financial Economics
The Overlake School 2007 — 2012
Janes Financial Center Residency September 2014 - Present
Western Asset Management June 2015 - August 2015
Morgan Stanley July 2014 - September 2014
Skills
Public Speaking, Event Planning, Leadership, Social Networking, Community Organizing, Strategic Planning, Research, Investing, Portfolio Management, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Marketing
Education
Chapman University 2013 — 2016
Business Administration and Economics with and emphasis in Finance, 3.7/4.0
The London School of Economics and Political Science (LSE) 2013 — 2013
Finance
University of Redlands 2012 — 2013
Financial Economics
The Overlake School 2007 — 2012
Terry Morris, CFP® Terry Morris, CFP®'s Morgan Stanley Experience March 1999 - August 2012
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates August 2012 - Present
Wings Cancer Foundation August 2012 - Present
Morgan Stanley March 1999 - August 2012
Choctaw, Inc. November 1994 - March 1999
Price Waterhouse Coopers January 1992 - November 1994
Skills
Investments, Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Series 63, Securities, Asset Management, Portfolio Management, Asset Allocation, Cash Management, Estate Planning, Finance, Financial Services, Mutual Funds, Uniform Combined State..., Retirement, Life Insurance, Fixed Income, Asset Managment, Financial Analysis, Fixed Annuities, Investment Advisory, Tax, Financial Modeling, Financial Planning
Education
Christian Brothers University 2004 — 2004
Certificate, Financial Planning
Certified Public Accountant
The University of Memphis 1986 — 1991
BBA, Accounting
Briarcrest Christian High School 1980 — 1986
Raymond James & Associates August 2012 - Present
Wings Cancer Foundation August 2012 - Present
Morgan Stanley March 1999 - August 2012
Choctaw, Inc. November 1994 - March 1999
Price Waterhouse Coopers January 1992 - November 1994
Skills
Investments, Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Series 63, Securities, Asset Management, Portfolio Management, Asset Allocation, Cash Management, Estate Planning, Finance, Financial Services, Mutual Funds, Uniform Combined State..., Retirement, Life Insurance, Fixed Income, Asset Managment, Financial Analysis, Fixed Annuities, Investment Advisory, Tax, Financial Modeling, Financial Planning
Education
Christian Brothers University 2004 — 2004
Certificate, Financial Planning
Certified Public Accountant
The University of Memphis 1986 — 1991
BBA, Accounting
Briarcrest Christian High School 1980 — 1986
Jeff Berry Jeff Berry's Morgan Stanley Experience July 2010 - May 2013
Job Student at Harvard Business School
Industry Investment Management
Experience
Mentor TennisSee July 2008 - Present
MSD Capital May 2013 - July 2015
Morgan Stanley July 2010 - May 2013
Skills
Financial Modeling, Valuation, Investment Banking, Equities, Bloomberg
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Vanderbilt University 2007 — 2010
Choate Rosemary Hall 2002 — 2006
Mentor TennisSee July 2008 - Present
MSD Capital May 2013 - July 2015
Morgan Stanley July 2010 - May 2013
Skills
Financial Modeling, Valuation, Investment Banking, Equities, Bloomberg
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Vanderbilt University 2007 — 2010
Choate Rosemary Hall 2002 — 2006
Reggie Griffith Reggie Griffith's Morgan Stanley Experience 2003 - 2004
Job Head of Regulatory Compliance North America at Louis Dreyfus Commodities
Industry Investment Management
Experience
Louis Dreyfus Commodities May 2015 - Present
Newedge December 2011 - May 2015
MF Global April 2011 - November 2011
Iowa Grain Company July 2004 - April 2011
Morgan Stanley 2003 - 2004
Skills
Securities, Commodity, Hedge Funds, Derivatives, Risk Management, Trading, Finance, Options
Education
Chicago-Kent College of Law, Illinois Institute of Technology
The University of Texas at Austin
Louis Dreyfus Commodities May 2015 - Present
Newedge December 2011 - May 2015
MF Global April 2011 - November 2011
Iowa Grain Company July 2004 - April 2011
Morgan Stanley 2003 - 2004
Skills
Securities, Commodity, Hedge Funds, Derivatives, Risk Management, Trading, Finance, Options
Education
Chicago-Kent College of Law, Illinois Institute of Technology
The University of Texas at Austin
Douglas Fanelli Douglas Fanelli's Morgan Stanley Experience January 2001 - May 2002
Job Sr. Business Development Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2014 - Present
United Planners Financial Services of America December 2009 - June 2013
Sowell Management Services May 2008 - May 2009
Mutual Service Corporation 2003 - 2008
Mutual Service Corporation April 2002 - July 2004
Morgan Stanley January 2001 - May 2002
Skills
Mutual Funds, Securities, ETFs, Financial Advisory, 401k, Recruiting, Finance, Series 7, Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Asset Management, Series 63, Financial Services, Asset Allocation, Investments
Education
Charleston Southern University 1996 — 2001
BS, Pre-Law
Cardinal Newman High School 1992 — 1996
TD Ameritrade August 2014 - Present
United Planners Financial Services of America December 2009 - June 2013
Sowell Management Services May 2008 - May 2009
Mutual Service Corporation 2003 - 2008
Mutual Service Corporation April 2002 - July 2004
Morgan Stanley January 2001 - May 2002
Skills
Mutual Funds, Securities, ETFs, Financial Advisory, 401k, Recruiting, Finance, Series 7, Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Asset Management, Series 63, Financial Services, Asset Allocation, Investments
Education
Charleston Southern University 1996 — 2001
BS, Pre-Law
Cardinal Newman High School 1992 — 1996
Caitlin Stork's Morgan Stanley Experience June 2006 - August 2007
Job Altriva's hiring a CRM Consultant
Industry Information Technology and Services
Experience
Altriva Solutions July 2012 - Present
Kforce Inc. September 2011 - May 2012
Culver Careers July 2010 - September 2011
Irvine Company January 2010 - April 2010
Cbeyond 2009 - 2010
IPW Experience 2007 - 2008
Morgan Stanley June 2006 - August 2007
Skills
Talent Acquisition, Technical Recruiting, Building Relationships, Public Relations, Marketing Communications, Human Resources, Recruiting, CRM, Event Planning, Marketing Strategy, Account Management, Sales Operations, Sales, Leadership, Customer Service, Direct Sales, Cold Calling, Management, Interviews, Business Intelligence, Customer Satisfaction, Employee Benefits, Internet Recruiting, Marketing, Applicant Tracking..., Sourcing, College Recruiting, Staffing Services, Sales Presentations, Screening Resumes, Contract Recruitment, Temporary Placement, Search, Permanent Placement, Training, Onboarding, Screening, Lead Generation, Executive Search, Employer Branding, Recruitment Advertising, Hiring, Benefits Negotiation, Taleo, Temporary Staffing, Relationship Building
Education
Chapman University 2006 — 2008
Bachelor of Arts, Communications Studies, 3.55
Seattle Pacific University 2004 — 2006
Communication
Gig Harbor HS
Altriva Solutions July 2012 - Present
Kforce Inc. September 2011 - May 2012
Culver Careers July 2010 - September 2011
Irvine Company January 2010 - April 2010
Cbeyond 2009 - 2010
IPW Experience 2007 - 2008
Morgan Stanley June 2006 - August 2007
Skills
Talent Acquisition, Technical Recruiting, Building Relationships, Public Relations, Marketing Communications, Human Resources, Recruiting, CRM, Event Planning, Marketing Strategy, Account Management, Sales Operations, Sales, Leadership, Customer Service, Direct Sales, Cold Calling, Management, Interviews, Business Intelligence, Customer Satisfaction, Employee Benefits, Internet Recruiting, Marketing, Applicant Tracking..., Sourcing, College Recruiting, Staffing Services, Sales Presentations, Screening Resumes, Contract Recruitment, Temporary Placement, Search, Permanent Placement, Training, Onboarding, Screening, Lead Generation, Executive Search, Employer Branding, Recruitment Advertising, Hiring, Benefits Negotiation, Taleo, Temporary Staffing, Relationship Building
Education
Chapman University 2006 — 2008
Bachelor of Arts, Communications Studies, 3.55
Seattle Pacific University 2004 — 2006
Communication
Gig Harbor HS
Karina Salga Karina Salga's Morgan Stanley Experience May 2015 - Present
Job Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley May 2015 - Present
Roche Services (Europe) Ltd. June 2014 - April 2015
MPSGI October 2013 - May 2014
Skills
English, Literature, Microsoft Word, Microsoft Excel, PowerPoint, Reporting, SAP HR, Employee Training, Customer Service
Education
Pázmány Péter Katolikus Egyetem 2010 — 2013
Master of Arts (MA), English Literature
Charles University in Prague 2012 — 2012
Anglophone Literatures and Cultures
Pázmány Péter Katolikus Egyetem 2007 — 2010
Bachelor of Arts (BA), English and American Studies / Translation
Morgan Stanley May 2015 - Present
Roche Services (Europe) Ltd. June 2014 - April 2015
MPSGI October 2013 - May 2014
Skills
English, Literature, Microsoft Word, Microsoft Excel, PowerPoint, Reporting, SAP HR, Employee Training, Customer Service
Education
Pázmány Péter Katolikus Egyetem 2010 — 2013
Master of Arts (MA), English Literature
Charles University in Prague 2012 — 2012
Anglophone Literatures and Cultures
Pázmány Péter Katolikus Egyetem 2007 — 2010
Bachelor of Arts (BA), English and American Studies / Translation
Nicole Gasque Nicole Gasque's Morgan Stanley Experience August 2005 - October 2005
Job Big Dog at Williams and Bailey
Industry Hospitality
Experience
Williams&Bailey September 2014 - Present
JT Schmids June 2013 - June 2014
Yardhouse January 2013 - June 2013
5 Napkin Burger November 2011 - November 2012
BR Guest Bills Bar&Burger October 2009 - March 2012
BR Guest December 2009 - May 2011
Capital Group December 2007 - September 2009
Capital Group April 2006 - December 2007
Benchmark Mortgage Inc October 2005 - January 2006
Morgan Stanley August 2005 - October 2005
Skills
Proficient in Microsoft..., Internet experience,..., Process and equipment..., Goal-oriented and..., MAC/PC Proficient, Detail oriented..., Flexible and adaptable, Well organized, Ability to work..., Punctual and dependable, Microsoft Office, Training, Analysis, Event Planning, Customer Service, Marketing, Management, Mutual Funds, Social Media, Research, Sales Management, Business Planning, Restaurants, Finance, Event Management, Leadership, Sales, Social Media Marketing
Education
Chapman University 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business, 3.0
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business
Williams&Bailey September 2014 - Present
JT Schmids June 2013 - June 2014
Yardhouse January 2013 - June 2013
5 Napkin Burger November 2011 - November 2012
BR Guest Bills Bar&Burger October 2009 - March 2012
BR Guest December 2009 - May 2011
Capital Group December 2007 - September 2009
Capital Group April 2006 - December 2007
Benchmark Mortgage Inc October 2005 - January 2006
Morgan Stanley August 2005 - October 2005
Skills
Proficient in Microsoft..., Internet experience,..., Process and equipment..., Goal-oriented and..., MAC/PC Proficient, Detail oriented..., Flexible and adaptable, Well organized, Ability to work..., Punctual and dependable, Microsoft Office, Training, Analysis, Event Planning, Customer Service, Marketing, Management, Mutual Funds, Social Media, Research, Sales Management, Business Planning, Restaurants, Finance, Event Management, Leadership, Sales, Social Media Marketing
Education
Chapman University 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business, 3.0
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business
Greg Burkus's Morgan Stanley Experience February 1990 - May 1990
Job Founder / Managing Partner at Shasta Partners, LLC
Industry Investment Banking
Experience
Shasta Partners, LLC October 2002 - Present
Deutsche Bank Securities September 1996 - July 2002
Alex. Brown & Sons May 1990 - September 1994
Morgan Stanley February 1990 - May 1990
Drexel Burnham Lambert June 1988 - February 1990
Chemical Bank August 1983 - July 1987
Skills
Valuation, Software, Mergers
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA
Yale University 1979 — 1983
BA
Choate Rosemary Hall 1978 — 1979
Shasta Partners, LLC October 2002 - Present
Deutsche Bank Securities September 1996 - July 2002
Alex. Brown & Sons May 1990 - September 1994
Morgan Stanley February 1990 - May 1990
Drexel Burnham Lambert June 1988 - February 1990
Chemical Bank August 1983 - July 1987
Skills
Valuation, Software, Mergers
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA
Yale University 1979 — 1983
BA
Choate Rosemary Hall 1978 — 1979
Chris Fitz's Morgan Stanley Experience 1998 - 1999
Job An Agile Business Intelligence Professional
Industry Information Technology and Services
Experience
Great American Insurance March 2012 - Present
Vantiv January 2004 - December 2011
GE IT Solutions March 2003 - January 2004
Primerica Financial Services September 1999 - June 2003
Interstate Truckway, Inc. October 2000 - June 2002
Morgan Stanley 1998 - 1999
Hill-Rom 1992 - 1998
Skills
Certified Scrum Master..., Agile, Dimensional Modeling, Object Oriented Design, Corporate Finance, Financial Forecasting, Financial Analysis, Financial Reporting, Data Warehousing, Data Mining, Data Analysis, Databases, Business Intelligence, Business Objects, SQL Server, SQL, Oracle SQL, .NET, VB.NET, Visual C++, HTML, JavaScript, CSS, AJAX, Excel, Access, Hyperion Enterprise, Credit Card Processing, Merchant Services, Hyperion, Hyperion Planning, Microsoft SQL Server, Credit Cards, Analysis, SDLC, Scrum, Oracle, Data Modeling, Business Analysis
Education
University of Dayton 1996 — 1998
B.S., Finance, Marketing
Cincinnati State Technical and Community College 2009 — 2012
Software Engineering
Miami University 1985 — 1992
Finance
North Canton Hoover High School 1981 — 1985
College Preparatory
Great American Insurance March 2012 - Present
Vantiv January 2004 - December 2011
GE IT Solutions March 2003 - January 2004
Primerica Financial Services September 1999 - June 2003
Interstate Truckway, Inc. October 2000 - June 2002
Morgan Stanley 1998 - 1999
Hill-Rom 1992 - 1998
Skills
Certified Scrum Master..., Agile, Dimensional Modeling, Object Oriented Design, Corporate Finance, Financial Forecasting, Financial Analysis, Financial Reporting, Data Warehousing, Data Mining, Data Analysis, Databases, Business Intelligence, Business Objects, SQL Server, SQL, Oracle SQL, .NET, VB.NET, Visual C++, HTML, JavaScript, CSS, AJAX, Excel, Access, Hyperion Enterprise, Credit Card Processing, Merchant Services, Hyperion, Hyperion Planning, Microsoft SQL Server, Credit Cards, Analysis, SDLC, Scrum, Oracle, Data Modeling, Business Analysis
Education
University of Dayton 1996 — 1998
B.S., Finance, Marketing
Cincinnati State Technical and Community College 2009 — 2012
Software Engineering
Miami University 1985 — 1992
Finance
North Canton Hoover High School 1981 — 1985
College Preparatory
Dawn Horstead's Morgan Stanley Experience September 2009 - July 2012
Job Administrative Lead at EY
Industry Apparel & Fashion
Experience
EY October 2014 - Present
Intel June 2013 - Present
Nike, Inc August 2012 - February 2013
Morgan Stanley September 2009 - July 2012
Morgan Stanley August 2009 - July 2012
Accenture September 2007 - August 2009
Accenture July 2007 - August 2009
Friars Pride June 2005 - August 2007
Accenture (formerly Andersen Consulting) March 2000 - April 2005
Moscone Center December 1998 - March 2000
Skills
Calendars, Research, Travel Arrangements, Administrative..., Lotus Notes, Executive Support, Expense Management, Outlook, Calendaring, Invoicing, Analysis, Data Entry, PowerPoint, Administrative..., Time Management
Education
Portland Community College 2013 — 2017
City College of San Francisco 2000 — 2001
EY October 2014 - Present
Intel June 2013 - Present
Nike, Inc August 2012 - February 2013
Morgan Stanley September 2009 - July 2012
Morgan Stanley August 2009 - July 2012
Accenture September 2007 - August 2009
Accenture July 2007 - August 2009
Friars Pride June 2005 - August 2007
Accenture (formerly Andersen Consulting) March 2000 - April 2005
Moscone Center December 1998 - March 2000
Skills
Calendars, Research, Travel Arrangements, Administrative..., Lotus Notes, Executive Support, Expense Management, Outlook, Calendaring, Invoicing, Analysis, Data Entry, PowerPoint, Administrative..., Time Management
Education
Portland Community College 2013 — 2017
City College of San Francisco 2000 — 2001
Michael Andre Dobbins's Morgan Stanley Experience August 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Evoshield Canes November 2013 - November 2014
AdvisorShares March 2013 - July 2014
The Ritz-Carlton Hotel Company LLC April 2011 - June 2012
Acqua Al 2 2010 - 2011
Northwestern Mutual January 2007 - January 2008
Skills
Investments, Asset Allocation, Series 7, Series 63, Financial Analysis, Finance, Leadership, Public Relations, Social Networking, Hospitality, Microsoft Excel, New Restaurant Openings, Hiring Personnel, Baseball, Microsoft Office, Social Media, Strategic Planning, Labor Control, Food Cost Management, Food Cost Analysis, Restaurant Management, Front Line Leadership, Inventory Management, Inventory Accuracy, Inventory Accounting, TIPS Trained, Budgets, Public Speaking, Pricing Strategy, Microsoft Word
Education
Christopher Newport University 2001 — 2005
Cape Henry Collegiate
cox high school
Morgan Stanley August 2014 - Present
Evoshield Canes November 2013 - November 2014
AdvisorShares March 2013 - July 2014
The Ritz-Carlton Hotel Company LLC April 2011 - June 2012
Acqua Al 2 2010 - 2011
Northwestern Mutual January 2007 - January 2008
Skills
Investments, Asset Allocation, Series 7, Series 63, Financial Analysis, Finance, Leadership, Public Relations, Social Networking, Hospitality, Microsoft Excel, New Restaurant Openings, Hiring Personnel, Baseball, Microsoft Office, Social Media, Strategic Planning, Labor Control, Food Cost Management, Food Cost Analysis, Restaurant Management, Front Line Leadership, Inventory Management, Inventory Accuracy, Inventory Accounting, TIPS Trained, Budgets, Public Speaking, Pricing Strategy, Microsoft Word
Education
Christopher Newport University 2001 — 2005
Cape Henry Collegiate
cox high school
Jon Hung's Morgan Stanley Experience July 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Bank of America June 2012 - Present
Bank of America August 2010 - June 2012
Citi February 2010 - July 2010
Federal Reserve Bank of New York July 2009 - January 2010
Marsh July 2007 - June 2009
UBS Wealth Management January 2006 - June 2007
Symantec 2005 - 2005
State of New Jersey March 2004 - December 2004
Albridge Solutions 2000 - 2004
Skills
J2EE, Spring, Weblogic, Struts, Hibernate, JMS, Java, JSP, Servlets, EJB, JDBC, JBoss, Sybase, Unix, XML, Java Enterprise Edition, Websphere, SOA
Education
Syracuse University 1995 — 1997
MS, Telecommunication and Network Management
Chung Yuan Christian University 1988 — 1993
BS, Chemical Engineering
Morgan Stanley July 2014 - Present
Bank of America June 2012 - Present
Bank of America August 2010 - June 2012
Citi February 2010 - July 2010
Federal Reserve Bank of New York July 2009 - January 2010
Marsh July 2007 - June 2009
UBS Wealth Management January 2006 - June 2007
Symantec 2005 - 2005
State of New Jersey March 2004 - December 2004
Albridge Solutions 2000 - 2004
Skills
J2EE, Spring, Weblogic, Struts, Hibernate, JMS, Java, JSP, Servlets, EJB, JDBC, JBoss, Sybase, Unix, XML, Java Enterprise Edition, Websphere, SOA
Education
Syracuse University 1995 — 1997
MS, Telecommunication and Network Management
Chung Yuan Christian University 1988 — 1993
BS, Chemical Engineering
Arvind Kadaba's Morgan Stanley Experience July 2007 - July 2009
Job Senior Associate at Citadel LLC
Industry Financial Services
Experience
Citadel LLC January 2015 - Present
Citadel LLC June 2013 - November 2014
BlueMountain Capital Management June 2012 - August 2012
Lindsay Goldberg July 2009 - July 2011
Morgan Stanley July 2007 - July 2009
Skills
Venture Capital, Valuation, Financial Modeling, Investment Banking, Corporate Finance, LBO, Entrepreneurship, Analysis, Private Equity, Financial Analysis, Research
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
Columbia University in the City of New York 2003 — 2007
BA, Economics
Choate Rosemary Hall 1999 — 2003
High School
Citadel LLC January 2015 - Present
Citadel LLC June 2013 - November 2014
BlueMountain Capital Management June 2012 - August 2012
Lindsay Goldberg July 2009 - July 2011
Morgan Stanley July 2007 - July 2009
Skills
Venture Capital, Valuation, Financial Modeling, Investment Banking, Corporate Finance, LBO, Entrepreneurship, Analysis, Private Equity, Financial Analysis, Research
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
Columbia University in the City of New York 2003 — 2007
BA, Economics
Choate Rosemary Hall 1999 — 2003
High School
David Vanech's Morgan Stanley Experience July 2006 - August 2010
Job Senior Director Investments at The Vanech Group of Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2010 - Present
Morgan Stanley July 2006 - August 2010
Skills
Investments, Asset Allocation
Education
Wesleyan University 1999 — 2003
Choate Rosemary Hall 1998 — 1999
Oppenheimer & Co. Inc. August 2010 - Present
Morgan Stanley July 2006 - August 2010
Skills
Investments, Asset Allocation
Education
Wesleyan University 1999 — 2003
Choate Rosemary Hall 1998 — 1999
John Halisky's Morgan Stanley Experience 2008 - 2014
Job Account Executive at RLA Insurance Intermediaries, LLC
Industry Financial Services
Experience
RLA Insurance Intermediaries, LLC August 2014 - Present
Morgan Stanley 2008 - 2014
Citigroup 2004 - 2008
Skills
Asset Allocation, Wealth Management, Mutual Funds, Investments, Equities, ETFs, Portfolio Management, Securities, Fixed Income, Financial Services, Series 63, Retirement Planning, Series 7, Investment Management, Separately Managed..., Financial Advisory, Alternative Investments, Trading, Institutional..., Equity Trading, Hedge Funds, 401k, Series 65, Asset Management, Strategic Financial..., Estate Planning, Morningstar, Property & Casualty..., Asset Managment, Technical Analysis, Program Trading, Money Management, Thompson One, Stock Trading, 401k Rollovers, Manager Selection, US Equities, Block Trading, Index Funds, Rebalancing, Investment Policy..., Zephyr Style Advisor, Stock Research, Investment Policy..., Commercial Insurance, Professional Liability, Umbrella Insurance
Education
Christendom College 2000 — 2004
BA, History
RLA Insurance Intermediaries, LLC August 2014 - Present
Morgan Stanley 2008 - 2014
Citigroup 2004 - 2008
Skills
Asset Allocation, Wealth Management, Mutual Funds, Investments, Equities, ETFs, Portfolio Management, Securities, Fixed Income, Financial Services, Series 63, Retirement Planning, Series 7, Investment Management, Separately Managed..., Financial Advisory, Alternative Investments, Trading, Institutional..., Equity Trading, Hedge Funds, 401k, Series 65, Asset Management, Strategic Financial..., Estate Planning, Morningstar, Property & Casualty..., Asset Managment, Technical Analysis, Program Trading, Money Management, Thompson One, Stock Trading, 401k Rollovers, Manager Selection, US Equities, Block Trading, Index Funds, Rebalancing, Investment Policy..., Zephyr Style Advisor, Stock Research, Investment Policy..., Commercial Insurance, Professional Liability, Umbrella Insurance
Education
Christendom College 2000 — 2004
BA, History
Jonathan Drum's Morgan Stanley Experience May 1997 - March 2004
Job Director, Total Rewards Analytics & Equity Programs
Industry Financial Services
Experience
Franklin Templeton Investments July 2012 - Present
Franklin Templeton Investments June 2007 - June 2012
Morgan Stanley May 1997 - March 2004
The Conference Board March 1996 - April 1997
Skills
Executive Compensation, Salary Structures, Base Pay, Compensation Plan Design, Compensation, Compensation..., Data Analysis, Analytics, Deferred Compensation, Competitive Analysis, Global Compensation, Metrics, HR Metrics, Quantitative Analytics, Incentive Programs
Education
University of Wisconsin-Madison 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Charles University in Prague 1994 — 1994
Franklin Templeton Investments July 2012 - Present
Franklin Templeton Investments June 2007 - June 2012
Morgan Stanley May 1997 - March 2004
The Conference Board March 1996 - April 1997
Skills
Executive Compensation, Salary Structures, Base Pay, Compensation Plan Design, Compensation, Compensation..., Data Analysis, Analytics, Deferred Compensation, Competitive Analysis, Global Compensation, Metrics, HR Metrics, Quantitative Analytics, Incentive Programs
Education
University of Wisconsin-Madison 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Charles University in Prague 1994 — 1994
Dick Zagelow's Morgan Stanley Experience July 1997 - August 2005
Job Moore and Company
Industry Real Estate
Experience
Moore and Company December 2013 - Present
Washington Asset Management August 2005 - April 2012
Morgan Stanley July 1997 - August 2005
Skills
Excel, Customer Service, Problem Solving, Investments, Microsoft Office, Word, Financial Planning, Asset Management, Wealth Management, Portfolio Management, Series 7, Retirement Planning, Financial Analysis, Equities, Insurance, Customer Relations, Mutual Funds, Fixed Income, Asset Allocation, Estate Planning, Securities, Writing, Promotions, Strategic Planning, Banking, Strategic Financial..., Small Business
Education
Central Washington University 1969 — 1971
Bachelor's degree, Political Science and Government
Yakima Valley Community College 1964 — 1966
Associate's degree, Business Administration and Management, General
Moore and Company December 2013 - Present
Washington Asset Management August 2005 - April 2012
Morgan Stanley July 1997 - August 2005
Skills
Excel, Customer Service, Problem Solving, Investments, Microsoft Office, Word, Financial Planning, Asset Management, Wealth Management, Portfolio Management, Series 7, Retirement Planning, Financial Analysis, Equities, Insurance, Customer Relations, Mutual Funds, Fixed Income, Asset Allocation, Estate Planning, Securities, Writing, Promotions, Strategic Planning, Banking, Strategic Financial..., Small Business
Education
Central Washington University 1969 — 1971
Bachelor's degree, Political Science and Government
Yakima Valley Community College 1964 — 1966
Associate's degree, Business Administration and Management, General
Charles Grandison's Morgan Stanley Experience 1999 - 2001
Job Accounts Receivable Manager at River North Sale & Service LLC
Industry Food & Beverages
Experience
Allpoints Realty Group February 2013 - Present
River North Sales and Service March 2003 - Present
Dinko Inc August 2007 - February 2013
Northwestern Mutual 2001 - 2003
Morgan Stanley 1999 - 2001
Hometown Distributing 1987 - 1999
Education
Chicago State University 1983 — 1990
Bachelor, Marketing
Allpoints Realty Group February 2013 - Present
River North Sales and Service March 2003 - Present
Dinko Inc August 2007 - February 2013
Northwestern Mutual 2001 - 2003
Morgan Stanley 1999 - 2001
Hometown Distributing 1987 - 1999
Education
Chicago State University 1983 — 1990
Bachelor, Marketing
Stahili Muhammad's Morgan Stanley Experience January 2009 - November 2011
Job Juris Doctor Candidate
Industry Law Practice
Experience
Charlotte School of Law January 2015 - Present
Wells Fargo Home Mortgage February 2013 - January 2015
Carlisle & Gallagher Consulting Group November 2011 - February 2013
Morgan Stanley January 2009 - November 2011
Wachovia, A Wells Fargo Company August 2007 - June 2009
Armstrong Relocation May 2008 - October 2008
Skills
Loans, Credit, Loss Mitigation, Mortgage Lending, Customer Service, Accounting, Underwriting, Microsoft Excel, Access, Mortgage Servicing, Outlook, PowerPoint, Microsoft Office, Auditing, Financial Analysis, Loan Servicing, Accounts Payable, Microsoft Word, Risk Management, Finance, Team Leadership
Education
Charlotte School of Law 2015 — 2018
Doctor of Law (J.D.), Real Estate and Family Law
University of North Texas 2004 — 2009
Bachelor of Science, Accounting
Charlotte School of Law January 2015 - Present
Wells Fargo Home Mortgage February 2013 - January 2015
Carlisle & Gallagher Consulting Group November 2011 - February 2013
Morgan Stanley January 2009 - November 2011
Wachovia, A Wells Fargo Company August 2007 - June 2009
Armstrong Relocation May 2008 - October 2008
Skills
Loans, Credit, Loss Mitigation, Mortgage Lending, Customer Service, Accounting, Underwriting, Microsoft Excel, Access, Mortgage Servicing, Outlook, PowerPoint, Microsoft Office, Auditing, Financial Analysis, Loan Servicing, Accounts Payable, Microsoft Word, Risk Management, Finance, Team Leadership
Education
Charlotte School of Law 2015 — 2018
Doctor of Law (J.D.), Real Estate and Family Law
University of North Texas 2004 — 2009
Bachelor of Science, Accounting
Darren Phipps's Morgan Stanley Experience January 2000 - June 2002
Job Vice President, Profit Recovery Partners
Industry Management Consulting
Experience
Profit Recovery Partners June 2002 - Present
Morgan Stanley January 2000 - June 2002
Skills
Financial Analysis, Procurement, Management, Leadership, Supply Management, Vendor Management, Financial Modeling, Business Process..., Account Management, Business Strategy, Finance, Process Improvement, Project Management, Contract Negotiation, Strategy, Purchasing, Strategic Planning
Education
Chapman University, The George L. Argyros School of Business and Economics 1996 — 2000
BA, Business Finance
Foothill High School 1992 — 1996
Profit Recovery Partners June 2002 - Present
Morgan Stanley January 2000 - June 2002
Skills
Financial Analysis, Procurement, Management, Leadership, Supply Management, Vendor Management, Financial Modeling, Business Process..., Account Management, Business Strategy, Finance, Process Improvement, Project Management, Contract Negotiation, Strategy, Purchasing, Strategic Planning
Education
Chapman University, The George L. Argyros School of Business and Economics 1996 — 2000
BA, Business Finance
Foothill High School 1992 — 1996
Laurie Valenta's Morgan Stanley Experience Financial AdvisorHefren-TillotsonApril 2011 - Present
Job Financial Advisor at HefrenTillotson
Industry Financial Services
Experience
Morgan Stanley Financial AdvisorHefren-TillotsonApril 2011 - Present
Skills
Marketing, Finance, Investments, Customer Service, Social Media Marketing, Social Media, Strategy, Advertising, Marketing Strategy, Negotiation
Education
Chatham University 1983 — 1987
Economics
Morgan Stanley Financial AdvisorHefren-TillotsonApril 2011 - Present
Skills
Marketing, Finance, Investments, Customer Service, Social Media Marketing, Social Media, Strategy, Advertising, Marketing Strategy, Negotiation
Education
Chatham University 1983 — 1987
Economics
Yanyun (Judy) Zhu, Ph.D, FSA's Morgan Stanley Experience July 2010 - December 2013
Job
Industry Investment Management
Experience
Franklin Templeton Investments December 2013 - Present
Morgan Stanley July 2010 - December 2013
The Hartford May 2008 - July 2010
University of Illinois at Urbana-Champaign August 2003 - May 2008
Education
University of Wisconsin-Madison
Ph.D.
Central University of Finance and Economics
M.S.
Tsinghua University
B.E.
Franklin Templeton Investments December 2013 - Present
Morgan Stanley July 2010 - December 2013
The Hartford May 2008 - July 2010
University of Illinois at Urbana-Champaign August 2003 - May 2008
Education
University of Wisconsin-Madison
Ph.D.
Central University of Finance and Economics
M.S.
Tsinghua University
B.E.
Jayne F. Montgomery's Morgan Stanley Experience 1999 - 2001
Job Partner at Montgomery Social Media
Industry Online Media
Experience
Montgomery Holdings March 2014 - Present
Montgomery Social Media January 2013 - Present
Winder Real Estate February 2005 - April 2012
Morgan Stanley 1999 - 2001
Skills
Social Media Marketing, Online Marketing, SEM, SMO, Social Marketing, Social Media, Online Reputation..., SEO, Creative Direction, Social Media Consulting, YouTube, Event Planning, Event Management, Internet Strategy, Digital Strategy, Public Speaking, CRM, Brand Development, Facebook, Social Networking, Content Management, Media Buying, Content Marketing, Online Advertising
Education
Villanova University 1998 — 1998
Business Administration and Management, General
Chestnut Hill College 1990 — 1994
BS, Sociology/Criminal Justice, Social Gerontology
Montgomery Holdings March 2014 - Present
Montgomery Social Media January 2013 - Present
Winder Real Estate February 2005 - April 2012
Morgan Stanley 1999 - 2001
Skills
Social Media Marketing, Online Marketing, SEM, SMO, Social Marketing, Social Media, Online Reputation..., SEO, Creative Direction, Social Media Consulting, YouTube, Event Planning, Event Management, Internet Strategy, Digital Strategy, Public Speaking, CRM, Brand Development, Facebook, Social Networking, Content Management, Media Buying, Content Marketing, Online Advertising
Education
Villanova University 1998 — 1998
Business Administration and Management, General
Chestnut Hill College 1990 — 1994
BS, Sociology/Criminal Justice, Social Gerontology
Gregory B. Simon's Morgan Stanley Experience August 2010 - Present
Job VicePresident Legal and Compliance at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley August 2010 - Present
Kane & Fischer, Ltd May 2007 - July 2010
SimmonsCooper, LLC October 2005 - April 2007
Steven B. Muslin, Ltd January 2003 - October 2005
Skills
Litigation, Civil Litigation, Corporate Law, Courts, Mediation, Arbitration, Securities, Regulatory Affairs
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1999 — 2002
Doctor of Law (JD)
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor of Science (BS), Philosophy
Morgan Stanley August 2010 - Present
Kane & Fischer, Ltd May 2007 - July 2010
SimmonsCooper, LLC October 2005 - April 2007
Steven B. Muslin, Ltd January 2003 - October 2005
Skills
Litigation, Civil Litigation, Corporate Law, Courts, Mediation, Arbitration, Securities, Regulatory Affairs
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1999 — 2002
Doctor of Law (JD)
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor of Science (BS), Philosophy
Sean P. Stiver's Morgan Stanley Experience 2009 - 2011
Job Attorney/Field Specialist at Baker Hughes Inc.
Industry Oil & Energy
Experience
Baker Hughes 2014 - Present
Bright Spot Exploration 2011 - 2013
Morgan Stanley 2009 - 2011
Haynes and Boone, LLP 2007 - 2009
Skills
Corporate Law, Mergers, Acquisitions, Venture Capital, Private Equity, Investments, Investment Banking, Equities, Asset Managment, Alternative Investments, Oil/Gas, Corporate Finance, Sales, Marketing Strategy, Fundraising, Securities Offerings, Insurance, Mergers & Acquisitions, Financial Modeling, Finance, Start-ups, Capital Markets, Securities, Portfolio Management, Risk Management, Oil
Education
Texas Tech University School of Law 2004 — 2007
Doctorate of Jurisprudence
Charles University in Prague 2005 — 2005
International Law, International Crime and Punishment and Human Rights Law
Trinity College, Dublin 2005 — 2005
International Law, European Union Structure and Institutions
Rawls College of Business at Texas Tech University 2000 — 2004
Bachelor's of Business Administration, Honors Program in Management and Finance
Baker Hughes 2014 - Present
Bright Spot Exploration 2011 - 2013
Morgan Stanley 2009 - 2011
Haynes and Boone, LLP 2007 - 2009
Skills
Corporate Law, Mergers, Acquisitions, Venture Capital, Private Equity, Investments, Investment Banking, Equities, Asset Managment, Alternative Investments, Oil/Gas, Corporate Finance, Sales, Marketing Strategy, Fundraising, Securities Offerings, Insurance, Mergers & Acquisitions, Financial Modeling, Finance, Start-ups, Capital Markets, Securities, Portfolio Management, Risk Management, Oil
Education
Texas Tech University School of Law 2004 — 2007
Doctorate of Jurisprudence
Charles University in Prague 2005 — 2005
International Law, International Crime and Punishment and Human Rights Law
Trinity College, Dublin 2005 — 2005
International Law, European Union Structure and Institutions
Rawls College of Business at Texas Tech University 2000 — 2004
Bachelor's of Business Administration, Honors Program in Management and Finance
Nathaniel Bryan's Morgan Stanley Experience June 2000 - January 2002
Job Capture Artist at Avalanche Studios
Industry Entertainment
Experience
Avalanche Studios November 2014 - Present
Rockstar Games January 2011 - October 2014
Sirius XM Radio Inc. October 2004 - June 2008
Morgan Stanley June 2000 - January 2002
Skills
Video Games, Film Scoring, Music Production, Music, Game Design, PS3, Interactive..., Video
Education
Middlebury College 1996 — 2000
BA, Economics
Choate Rosemary Hall 1993 — 1996
Avalanche Studios November 2014 - Present
Rockstar Games January 2011 - October 2014
Sirius XM Radio Inc. October 2004 - June 2008
Morgan Stanley June 2000 - January 2002
Skills
Video Games, Film Scoring, Music Production, Music, Game Design, PS3, Interactive..., Video
Education
Middlebury College 1996 — 2000
BA, Economics
Choate Rosemary Hall 1993 — 1996
CHELSEY TABION's Morgan Stanley Experience January 2007 - Present
Job PRIVATE WEALTH MANAGEMENT MORGAN STANLEY
Industry Financial Services
Experience
Morgan Stanley January 2007 - Present
US Bank July 2006 - January 2007
Butch Blum May 2004 - July 2005
Education
University of Phoenix 2006 — 2008
M.B.A., GLOBAL MANAGEMENT
Instituto Di Moda Burgo 2005 — 2005
DESIGN CERTIFICATE, FASHION DESIGN, PATERN MAKING
Central Washington University 2003 — 2004
B.S., FASHION MERCHANDISING, INFORMATION TECHNOLOGY, BUSINESS ADMINISTRATION
Morgan Stanley January 2007 - Present
US Bank July 2006 - January 2007
Butch Blum May 2004 - July 2005
Education
University of Phoenix 2006 — 2008
M.B.A., GLOBAL MANAGEMENT
Instituto Di Moda Burgo 2005 — 2005
DESIGN CERTIFICATE, FASHION DESIGN, PATERN MAKING
Central Washington University 2003 — 2004
B.S., FASHION MERCHANDISING, INFORMATION TECHNOLOGY, BUSINESS ADMINISTRATION
Thomas Knoll, CCEA®'s Morgan Stanley Experience May 2007 - August 2007
Job Analyst at Tecolote Research, Inc.
Industry Defense & Space
Experience
Tecolote Research November 2014 - Present
Tecolote Research, Inc. December 2012 - Present
Tecolote Research, Inc. August 2012 - November 2012
Tecolote Research, Inc. June 2011 - July 2012
Lockheed Martin February 2011 - June 2011
Lockheed Martin June 2010 - January 2011
Lockheed Martin January 2009 - June 2010
Lockheed Martin May 2008 - August 2008
Morgan Stanley May 2007 - August 2007
William A. Hazel Inc. May 2006 - August 2006
Skills
Cost Analysis, Cost Estimating, Government Contracting, Contract Management, Cash Flow Forecasting, Financial Analysis, Operations, Financial Planning, Cost, Documentation, Security Clearance, Secret, Job Scheduling, MS Project, Microsoft Excel, PowerPoint, Project Estimation, DoD, Leadership, Cost Benefit, Software Documentation, Project Planning, Analysis
Education
Old Dominion University 2015 — 2019
Master's Degree, Engineering Management
Christopher Newport University 2004 — 2008
B.S., Business Administration - Finance
Tecolote Research November 2014 - Present
Tecolote Research, Inc. December 2012 - Present
Tecolote Research, Inc. August 2012 - November 2012
Tecolote Research, Inc. June 2011 - July 2012
Lockheed Martin February 2011 - June 2011
Lockheed Martin June 2010 - January 2011
Lockheed Martin January 2009 - June 2010
Lockheed Martin May 2008 - August 2008
Morgan Stanley May 2007 - August 2007
William A. Hazel Inc. May 2006 - August 2006
Skills
Cost Analysis, Cost Estimating, Government Contracting, Contract Management, Cash Flow Forecasting, Financial Analysis, Operations, Financial Planning, Cost, Documentation, Security Clearance, Secret, Job Scheduling, MS Project, Microsoft Excel, PowerPoint, Project Estimation, DoD, Leadership, Cost Benefit, Software Documentation, Project Planning, Analysis
Education
Old Dominion University 2015 — 2019
Master's Degree, Engineering Management
Christopher Newport University 2004 — 2008
B.S., Business Administration - Finance
Benji Clemmer's Morgan Stanley Experience January 2001 - August 2005
Job Legal / Tax Analyst at Bristol Bay Resource Solutions
Industry Law Practice
Experience
Bristol Bay Resource Solutions LLC December 2013 - February 2015
Hadden Law Firm January 2012 - May 2012
LOWES Inc October 2009 - August 2010
Morgan Keegan August 2005 - April 2009
Morgan Stanley January 2001 - August 2005
AmSouth Bank May 1999 - August 1999
Skills
Estate Planning, Series 7, Commercial Litigation, Investments, Courts, Public Speaking, Westlaw, Finance, Sales, Analysis, Strategic Financial..., Management, Trials, Portfolio Management, Alternative Dispute..., Pleadings, Contract Negotiation, Insurance, Civil Litigation, Legal Writing, Legal Research, Policy, Negotiation
Education
Charleston School of Law 2010 — 2013
Juris Doctor
Haslam College of Business at the University of Tennessee 1996 — 2001
Bachelors, Logistics & Transportation
Dobyns Bennett 1993 — 1996
Bristol Bay Resource Solutions LLC December 2013 - February 2015
Hadden Law Firm January 2012 - May 2012
LOWES Inc October 2009 - August 2010
Morgan Keegan August 2005 - April 2009
Morgan Stanley January 2001 - August 2005
AmSouth Bank May 1999 - August 1999
Skills
Estate Planning, Series 7, Commercial Litigation, Investments, Courts, Public Speaking, Westlaw, Finance, Sales, Analysis, Strategic Financial..., Management, Trials, Portfolio Management, Alternative Dispute..., Pleadings, Contract Negotiation, Insurance, Civil Litigation, Legal Writing, Legal Research, Policy, Negotiation
Education
Charleston School of Law 2010 — 2013
Juris Doctor
Haslam College of Business at the University of Tennessee 1996 — 2001
Bachelors, Logistics & Transportation
Dobyns Bennett 1993 — 1996
Andrew Wagshul's Morgan Stanley Experience August 2009 - October 2012
Job Director US Capital Markets BPS Sales at Wipro Technologies
Industry Financial Services
Experience
Wipro Technologies November 2012 - Present
Morgan Stanley August 2009 - October 2012
Morgan Stanley September 2006 - July 2009
Goldman Sachs December 1993 - September 2006
Skills
Fixed Income, Prime Brokerage, Equities, Middle Office, Settlement, Securities Lending, Securities, Back Office, Financial Services, Financial Risk, Portfolio Management, Commodity, Banking, Valuation, Vendor Management
Education
Union College 1988 — 1992
Bachelor's degree, Economics
Choate Rosemary Hall 1984 — 1988
Diploma, Honors in History and Social Sciences
Wipro Technologies November 2012 - Present
Morgan Stanley August 2009 - October 2012
Morgan Stanley September 2006 - July 2009
Goldman Sachs December 1993 - September 2006
Skills
Fixed Income, Prime Brokerage, Equities, Middle Office, Settlement, Securities Lending, Securities, Back Office, Financial Services, Financial Risk, Portfolio Management, Commodity, Banking, Valuation, Vendor Management
Education
Union College 1988 — 1992
Bachelor's degree, Economics
Choate Rosemary Hall 1984 — 1988
Diploma, Honors in History and Social Sciences
Dan Raddock's Morgan Stanley Experience January 2000 - December 2006
Job Assistant General Counsel at Vermont Department of Financial Regulation
Industry Government Administration
Experience
Vermont Department of Financial Regulation May 2012 - Present
Dwight Asset Management March 2009 - May 2012
Start up hedge fund platform 2007 - 2008
Morgan Stanley January 2000 - December 2006
Skills
Asset Managment, Fixed Income, Securities Regulation, Investment Management, Investment Advisory, Japanese, Asset Management, Investments, Corporate Law, Securities, Venture Capital, Corporate Finance, Capital Markets, Corporate Governance, Private Equity, Legal Writing, Management, Mutual Funds, Strategic Planning, Mergers & Acquisitions, Legal Advice, Due Diligence, Risk Management, Insurance Regulatory
Education
Tulane University Law School 1989 — 1992
JD, cum laude
中央大学 / Chuo University 1993 — 1996
Master of Laws (LL.M.), Banking, Corporate, Finance, and Securities Law
Colby College 1983 — 1987
BA, Government
Vermont Department of Financial Regulation May 2012 - Present
Dwight Asset Management March 2009 - May 2012
Start up hedge fund platform 2007 - 2008
Morgan Stanley January 2000 - December 2006
Skills
Asset Managment, Fixed Income, Securities Regulation, Investment Management, Investment Advisory, Japanese, Asset Management, Investments, Corporate Law, Securities, Venture Capital, Corporate Finance, Capital Markets, Corporate Governance, Private Equity, Legal Writing, Management, Mutual Funds, Strategic Planning, Mergers & Acquisitions, Legal Advice, Due Diligence, Risk Management, Insurance Regulatory
Education
Tulane University Law School 1989 — 1992
JD, cum laude
中央大学 / Chuo University 1993 — 1996
Master of Laws (LL.M.), Banking, Corporate, Finance, and Securities Law
Colby College 1983 — 1987
BA, Government
Jian Zhu's Morgan Stanley Experience August 2011 - Present
Job IT Security Analyst at Morgan Stanley
Industry Computer & Network Security
Experience
Morgan Stanley August 2011 - Present
University of Western Ontario September 2009 - December 2010
Skills
Computer Security, Reverse Engineering, Vulnerability Assessment, Internet Security, TCP/IP, Protocol Analysis, Tcpdump, Wireshark, Data Leakage, c/c++, Assembly Language, Shell Scripting, Linux, Unix, Data Mining, C
Education
Western University 2009 — 2011
MSc., Computer Science
China University of Geosciences 2005 — 2009
BSc., Computer Science
Morgan Stanley August 2011 - Present
University of Western Ontario September 2009 - December 2010
Skills
Computer Security, Reverse Engineering, Vulnerability Assessment, Internet Security, TCP/IP, Protocol Analysis, Tcpdump, Wireshark, Data Leakage, c/c++, Assembly Language, Shell Scripting, Linux, Unix, Data Mining, C
Education
Western University 2009 — 2011
MSc., Computer Science
China University of Geosciences 2005 — 2009
BSc., Computer Science
Shanellah Verna's Morgan Stanley Experience May 2008 - August 2008
Job
Industry Law Practice
Experience
GW Law Small Business & Community Economic Development Clinic August 2014 - December 2014
DC Housing Authority May 2014 - November 2014
State Farm May 2013 - July 2013
I Have a Dream Foundation May 2012 - July 2012
Union Settlement Federal Credit Union August 2010 - August 2011
NYC Financial Network Action Consortium December 2009 - April 2010
Morgan Stanley May 2008 - August 2008
Morgan Stanley May 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Education
The George Washington University Law School 2012 — 2015
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Philosophy; Politics, and Economics
Universidad de Sevilla 2008 — 2008
Contemporary Spanish Political History and Culture
Choate Rosemary Hall 2001 — 2005
GW Law Small Business & Community Economic Development Clinic August 2014 - December 2014
DC Housing Authority May 2014 - November 2014
State Farm May 2013 - July 2013
I Have a Dream Foundation May 2012 - July 2012
Union Settlement Federal Credit Union August 2010 - August 2011
NYC Financial Network Action Consortium December 2009 - April 2010
Morgan Stanley May 2008 - August 2008
Morgan Stanley May 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Morgan Stanley June 2005 - August 2005
Education
The George Washington University Law School 2012 — 2015
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Philosophy; Politics, and Economics
Universidad de Sevilla 2008 — 2008
Contemporary Spanish Political History and Culture
Choate Rosemary Hall 2001 — 2005
Latasha Nias's Morgan Stanley Experience February 2006 - Present
Job Executive Administrative Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2006 - Present
Kramer Levin Naftalis & Frankel LLP 2003 - 2006
Investec Inc. 2002 - 2003
Salomon Smith Barney 2000 - 2002
Skills
Outlook, Administrative..., Microsoft Excel, Lotus Notes, PowerPoint, Access, PeopleSoft, Spreadsheets, Visio, Office Management, Microsoft Office, Microsoft Word
Education
Long Island University, Brooklyn Campus 1999 — 2001
Bachelor of Science (BSc), Political Science and Government, Cum Laude
Central Texas College 1996 — 1998
Associate of Science (A.S.), General Studies
Morgan Stanley February 2006 - Present
Kramer Levin Naftalis & Frankel LLP 2003 - 2006
Investec Inc. 2002 - 2003
Salomon Smith Barney 2000 - 2002
Skills
Outlook, Administrative..., Microsoft Excel, Lotus Notes, PowerPoint, Access, PeopleSoft, Spreadsheets, Visio, Office Management, Microsoft Office, Microsoft Word
Education
Long Island University, Brooklyn Campus 1999 — 2001
Bachelor of Science (BSc), Political Science and Government, Cum Laude
Central Texas College 1996 — 1998
Associate of Science (A.S.), General Studies
Patrick Roman's Morgan Stanley Experience August 2008 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2008 - Present
Education
Jones Graduate School of Business, Rice University 2006 — 2008
MBA, Finance
Trinity College-Hartford 1998 — 2002
BA, Economics and Russian Language
Choate Rosemary Hall 1994 — 1998
Morgan Stanley August 2008 - Present
Education
Jones Graduate School of Business, Rice University 2006 — 2008
MBA, Finance
Trinity College-Hartford 1998 — 2002
BA, Economics and Russian Language
Choate Rosemary Hall 1994 — 1998
Jordan Prince's Morgan Stanley Experience May 2012 - February 2015
Job Latitude 48 Group Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2015 - Present
Morgan Stanley May 2012 - February 2015
Edward Jones March 2011 - March 2012
Skills
Wealth Management..., Financial Advisory, Personal Financial..., Asset Allocation, Asset Managment, College Education..., Retirement Planning, Stock Market, Business Planning, Coaching, Athletics, Tennis, 401k, 401k Rollovers, 529 Plans
Education
Seattle University 2008 — 2011
Individualized Business, Financial Planning and Services
Chabot College 2008 — 2008
Olympic College 2007 — 2008
Washington State University 2006 — 2007
Ameriprise Financial February 2015 - Present
Morgan Stanley May 2012 - February 2015
Edward Jones March 2011 - March 2012
Skills
Wealth Management..., Financial Advisory, Personal Financial..., Asset Allocation, Asset Managment, College Education..., Retirement Planning, Stock Market, Business Planning, Coaching, Athletics, Tennis, 401k, 401k Rollovers, 529 Plans
Education
Seattle University 2008 — 2011
Individualized Business, Financial Planning and Services
Chabot College 2008 — 2008
Olympic College 2007 — 2008
Washington State University 2006 — 2007
Irene Gomez Gasteasoro's Morgan Stanley Experience 2007 - 2008
Job Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies LLC July 2013 - Present
Lazard June 2011 - June 2013
Morgan Stanley 2007 - 2008
Morgan Stanley 2004 - 2007
Skills
Investment Banking, Capital Markets, Valuation, Bloomberg, Emerging Markets, Financial Modeling, Corporate Finance, Fixed Income, Financial Markets, Economics, Series 63, Interest Rate...
Education
Columbia University - Columbia Business School 2010 — 2011
Masters, Business Administration
Centro de Investigación y Docencia Económicas, A.C.
Bachelor of Science (B.S.), Economics
Jefferies LLC July 2013 - Present
Lazard June 2011 - June 2013
Morgan Stanley 2007 - 2008
Morgan Stanley 2004 - 2007
Skills
Investment Banking, Capital Markets, Valuation, Bloomberg, Emerging Markets, Financial Modeling, Corporate Finance, Fixed Income, Financial Markets, Economics, Series 63, Interest Rate...
Education
Columbia University - Columbia Business School 2010 — 2011
Masters, Business Administration
Centro de Investigación y Docencia Económicas, A.C.
Bachelor of Science (B.S.), Economics
Casey Levine's Morgan Stanley Experience July 2007 - March 2010
Job Solutions Architect at Medallia
Industry Computer Software
Experience
Medallia August 2013 - Present
Medallia, Inc. May 2012 - Present
Medallia, Inc. April 2011 - May 2012
Medallia, Inc. April 2010 - April 2011
Morgan Stanley July 2007 - March 2010
Skills
SaaS, XML, Leadership, Enterprise Software, Start-ups, Analytics, Customer Satisfaction, Strategic Partnerships, Product Management, Business Development, Strategy, Entrepreneurship
Education
Columbia University in the City of New York 2003 — 2007
BA, Economics-Mathematics
Choate Rosemary Hall 1999 — 2003
High School
Medallia August 2013 - Present
Medallia, Inc. May 2012 - Present
Medallia, Inc. April 2011 - May 2012
Medallia, Inc. April 2010 - April 2011
Morgan Stanley July 2007 - March 2010
Skills
SaaS, XML, Leadership, Enterprise Software, Start-ups, Analytics, Customer Satisfaction, Strategic Partnerships, Product Management, Business Development, Strategy, Entrepreneurship
Education
Columbia University in the City of New York 2003 — 2007
BA, Economics-Mathematics
Choate Rosemary Hall 1999 — 2003
High School
Miriam Diwan's Morgan Stanley Experience June 2003 - August 2003
Job Venture Capital Partner, Purser Labs & CoFounder, NowMoveMe
Industry Venture Capital & Private Equity
Experience
Purser Labs October 2015 - Present
NowMoveMe June 2015 - Present
Emerging Markets Services November 2010 - June 2015
Amzak Capital January 2010 - December 2010
Sun Capital Partners June 2006 - January 2009
J.P. Morgan June 2004 - August 2006
Morgan Stanley June 2003 - August 2003
Skills
Private Equity, Valuation, Investment Banking, Financial Modeling, Equities, Venture Capital, Investments, Capital Markets, Due Diligence, Hedge Funds, Mergers, Corporate Finance, Portfolio Management, Financial Analysis, Alternative Investments, LBO, Asset Managment, Corporate Development, Entrepreneurship, Business Strategy, Equity Valuation, Management Consulting, High Yield, Investor Relations, Credit Analysis, Project Finance, Start-ups, Financial Markets, Business Valuation, Trading, Private Placements, Investment Management, Restructuring, M, Bloomberg, Equity Research, Special Situations, Emerging Markets, Commodity, Securities, Fixed Income, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 2001 — 2004
Bachelor of Science (B.S.), Economics
University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.), Communication
Choate Rosemary Hall 1997 — 2000
Purser Labs October 2015 - Present
NowMoveMe June 2015 - Present
Emerging Markets Services November 2010 - June 2015
Amzak Capital January 2010 - December 2010
Sun Capital Partners June 2006 - January 2009
J.P. Morgan June 2004 - August 2006
Morgan Stanley June 2003 - August 2003
Skills
Private Equity, Valuation, Investment Banking, Financial Modeling, Equities, Venture Capital, Investments, Capital Markets, Due Diligence, Hedge Funds, Mergers, Corporate Finance, Portfolio Management, Financial Analysis, Alternative Investments, LBO, Asset Managment, Corporate Development, Entrepreneurship, Business Strategy, Equity Valuation, Management Consulting, High Yield, Investor Relations, Credit Analysis, Project Finance, Start-ups, Financial Markets, Business Valuation, Trading, Private Placements, Investment Management, Restructuring, M, Bloomberg, Equity Research, Special Situations, Emerging Markets, Commodity, Securities, Fixed Income, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 2001 — 2004
Bachelor of Science (B.S.), Economics
University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.), Communication
Choate Rosemary Hall 1997 — 2000
Jake Vaughan's Morgan Stanley Experience June 2011 - August 2011
Job Sales Executive, CocaCola Refreshments
Industry Consumer Goods
Experience
The Coca-Cola Company July 2015 - Present
Coca-Cola Refreshments July 2014 - July 2015
Coca-Cola Refreshments May 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Nasser Company Inc. June 2009 - August 2009
Skills
Highly skilled in using..., Excellent quantitative..., Flexible, reliable and..., Professional..., Strong leadership and..., Sales Operations, Leadership, Attitudes, Sales, Marketing Strategy, Marketing, Teamwork, Management, Merchandising, Social Media Marketing, Market Research, Competitive Analysis
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Business Administration, 3.6
University of Virginia 2010 — 2010
Semester at Sea Shipboard of Education
The Coca-Cola Company July 2015 - Present
Coca-Cola Refreshments July 2014 - July 2015
Coca-Cola Refreshments May 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Nasser Company Inc. June 2009 - August 2009
Skills
Highly skilled in using..., Excellent quantitative..., Flexible, reliable and..., Professional..., Strong leadership and..., Sales Operations, Leadership, Attitudes, Sales, Marketing Strategy, Marketing, Teamwork, Management, Merchandising, Social Media Marketing, Market Research, Competitive Analysis
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Business Administration, 3.6
University of Virginia 2010 — 2010
Semester at Sea Shipboard of Education
David Furr's Morgan Stanley Experience January 1997 - January 2002
Job Sales Management / Regional Sales
Industry Financial Services
Experience
XEROX October 2010 - Present
Charles Schwab January 2003 - December 2004
Morgan Stanley January 1997 - January 2002
Eastman Kodak January 1995 - January 1997
Omnicare Inc January 1994 - January 1995
Sween Corporation January 1988 - January 1994
Bunzl Distribution January 1981 - January 1988
GTE Lighting Division January 1977 - January 1981
Xerox January 1973 - January 1977
Skills
Sales Operations, New Business Development, Sales, Start-ups, Marketing Strategy, Marketing, Customer Satisfaction, Customer Retention, Program Management, Advertising, Time Management, Solution Selling, Healthcare, Account Management, Direct Sales, Sales Process, Sales Management, Salesforce.com, Key Account Management, B2B, Cold Calling
Education
University of Kentucky 1971 — 1973
BBA Business, Economics & Marketing
University of Kentucky 1969 — 1973
Bachelor, Business Administration; Marketing and Economics
Centre College 1969 — 1971
XEROX October 2010 - Present
Charles Schwab January 2003 - December 2004
Morgan Stanley January 1997 - January 2002
Eastman Kodak January 1995 - January 1997
Omnicare Inc January 1994 - January 1995
Sween Corporation January 1988 - January 1994
Bunzl Distribution January 1981 - January 1988
GTE Lighting Division January 1977 - January 1981
Xerox January 1973 - January 1977
Skills
Sales Operations, New Business Development, Sales, Start-ups, Marketing Strategy, Marketing, Customer Satisfaction, Customer Retention, Program Management, Advertising, Time Management, Solution Selling, Healthcare, Account Management, Direct Sales, Sales Process, Sales Management, Salesforce.com, Key Account Management, B2B, Cold Calling
Education
University of Kentucky 1971 — 1973
BBA Business, Economics & Marketing
University of Kentucky 1969 — 1973
Bachelor, Business Administration; Marketing and Economics
Centre College 1969 — 1971
Erin Milner's Morgan Stanley Experience September 2010 - June 2012
Job Mortgage Closer at Guaranteed Rate
Industry Banking
Experience
Guaranteed Rate December 2012 - Present
Morgan Stanley September 2010 - June 2012
Fifth Third Bank October 2006 - May 2010
Skills
Internal Audit, Mortgage Lending, Mortgage Banking, Commercial Banking, Residential Mortgages, Commercial Real Estate, Loans, VA loans, FHA, Home Equity Loans, Government Loans, Account Reconciliation, Management, Software Documentation, Credit, Auditing
Education
Chicago State University 1998 — 2003
Computer Information Systems
Guaranteed Rate December 2012 - Present
Morgan Stanley September 2010 - June 2012
Fifth Third Bank October 2006 - May 2010
Skills
Internal Audit, Mortgage Lending, Mortgage Banking, Commercial Banking, Residential Mortgages, Commercial Real Estate, Loans, VA loans, FHA, Home Equity Loans, Government Loans, Account Reconciliation, Management, Software Documentation, Credit, Auditing
Education
Chicago State University 1998 — 2003
Computer Information Systems
Alex Sapronov's Morgan Stanley Experience September 2009 - December 2009
Job Analytics Manager at QuinStreet
Industry Internet
Experience
QuinStreet July 2013 - Present
QuinStreet June 2011 - June 2013
YP Quotes March 2011 - June 2011
Shopping.com June 2010 - August 2010
YP Quotes January 2010 - May 2010
Morgan Stanley September 2009 - December 2009
Viewpoint January 2005 - July 2007
Skills
Analytics, Competitive Analysis, E-commerce, Strategy, CRM, Salesforce.com, Start-ups, Google Analytics, Cloud Computing, Analysis, Forecasting, Marketing, Project Management, Product Development, Advertising, Enterprise Software, SQL, Web Analytics, Online Advertising, Business Strategy
Education
University of California, Davis 2008 — 2010
Bachelor of Science, Managerial Economics
City College of San Francisco 2006 — 2008
QuinStreet July 2013 - Present
QuinStreet June 2011 - June 2013
YP Quotes March 2011 - June 2011
Shopping.com June 2010 - August 2010
YP Quotes January 2010 - May 2010
Morgan Stanley September 2009 - December 2009
Viewpoint January 2005 - July 2007
Skills
Analytics, Competitive Analysis, E-commerce, Strategy, CRM, Salesforce.com, Start-ups, Google Analytics, Cloud Computing, Analysis, Forecasting, Marketing, Project Management, Product Development, Advertising, Enterprise Software, SQL, Web Analytics, Online Advertising, Business Strategy
Education
University of California, Davis 2008 — 2010
Bachelor of Science, Managerial Economics
City College of San Francisco 2006 — 2008
Alexandra Knights's Morgan Stanley Experience June 2010 - August 2010
Job at
Industry Financial Services
Experience
Bank of America July 2014 - Present
RBC Capital Markets March 2013 - September 2013
JUCCCE August 2012 - December 2012
Standard & Poor's May 2012 - September 2012
Standard & Poor's May 2011 - August 2011
SAT Test Prep Scholarship (STEPS) Program February 2011 - June 2011
Morgan Stanley June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Skills
PowerPoint, Data Analysis, Spanish, Leadership, Microsoft Excel, Blogging, Financial Analysis, Excel, Database Administration, Tumblr, Market Research, Microsoft Word, Social Networking, Database Development, Database Management, Word, Wordpress, Photoshop, Digital Photography, Digital Video, Workflow Management, Equity Research, Financial Modeling, Credit Analysis, Credit Risk, Strategic Communications, Global Strategy, Bloomberg, Leadership Development, Economics, Research, Valuation, Bloomberg Terminal, Finance, Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
B.S Finance, B.S International Business, Major: Finance, Int'l Business and Minor in Entertainment Media and Technology, Graduate
Choate Rosemary Hall 2006 — 2010
High school Diploma, 2010
King and Low-Heywood Thomas School 2000 — 2006
Bank of America July 2014 - Present
RBC Capital Markets March 2013 - September 2013
JUCCCE August 2012 - December 2012
Standard & Poor's May 2012 - September 2012
Standard & Poor's May 2011 - August 2011
SAT Test Prep Scholarship (STEPS) Program February 2011 - June 2011
Morgan Stanley June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Skills
PowerPoint, Data Analysis, Spanish, Leadership, Microsoft Excel, Blogging, Financial Analysis, Excel, Database Administration, Tumblr, Market Research, Microsoft Word, Social Networking, Database Development, Database Management, Word, Wordpress, Photoshop, Digital Photography, Digital Video, Workflow Management, Equity Research, Financial Modeling, Credit Analysis, Credit Risk, Strategic Communications, Global Strategy, Bloomberg, Leadership Development, Economics, Research, Valuation, Bloomberg Terminal, Finance, Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
B.S Finance, B.S International Business, Major: Finance, Int'l Business and Minor in Entertainment Media and Technology, Graduate
Choate Rosemary Hall 2006 — 2010
High school Diploma, 2010
King and Low-Heywood Thomas School 2000 — 2006
Calvin Quock's Morgan Stanley Experience January 2012 - March 2012
Job Junior Audit Associate at Lindquist, von Husen & Joyce LLP
Industry Accounting
Experience
Lindquist, von Husen & Joyce LLP January 2015 - Present
City and County of San Francisco January 2014 - July 2014
City and County of San Francisco June 2013 - September 2013
City and County of San Francisco June 2012 - September 2012
UC Davis Accounting and Financial Services January 2012 - June 2012
Aspiranet - Sunset Neighborhood Beacon Center September 2006 - May 2012
Morgan Stanley January 2012 - March 2012
City and County of San Francisco June 2009 - August 2009
Skills
Data Analysis, Statistics, Economics, Research, R, Accounting, Microsoft Excel, Teamwork, Auditing, Microsoft Word, Chinese, SAS, Translation, Econometrics, Managerial Economics, Financial Analysis, ProSystem fx Engagement, GoFileRoom, TeamMate, Problem Solving, Statistical Sampling
Education
University of California, Davis 2010 — 2013
Abraham Lincoln High School
City College of San Francisco
Lindquist, von Husen & Joyce LLP January 2015 - Present
City and County of San Francisco January 2014 - July 2014
City and County of San Francisco June 2013 - September 2013
City and County of San Francisco June 2012 - September 2012
UC Davis Accounting and Financial Services January 2012 - June 2012
Aspiranet - Sunset Neighborhood Beacon Center September 2006 - May 2012
Morgan Stanley January 2012 - March 2012
City and County of San Francisco June 2009 - August 2009
Skills
Data Analysis, Statistics, Economics, Research, R, Accounting, Microsoft Excel, Teamwork, Auditing, Microsoft Word, Chinese, SAS, Translation, Econometrics, Managerial Economics, Financial Analysis, ProSystem fx Engagement, GoFileRoom, TeamMate, Problem Solving, Statistical Sampling
Education
University of California, Davis 2010 — 2013
Abraham Lincoln High School
City College of San Francisco
Bhavik sodha's Morgan Stanley Experience 2010 - 2011
Job ConsultAdd
Industry Financial Services
Experience
MORAGN STANLEY SMITH BARNEY Internship March 2010 - July 2011
Morgan Stanley 2010 - 2011
AMERICAN INSURANCE GROUPInternship February 2009 - February 2010
Skills
User Acceptance Testing, Quality Center, Test Planning, Regression Testing, Manual Testing, Test Cases, Visio, Business Analysis, SDLC
Education
Essex Community College 2009 — 2011
Associate, HealthCare
Admistrative
Associates, Health
Cheonggang Academy
Bachelors, Statistics and Computer Science
MORAGN STANLEY SMITH BARNEY Internship March 2010 - July 2011
Morgan Stanley 2010 - 2011
AMERICAN INSURANCE GROUPInternship February 2009 - February 2010
Skills
User Acceptance Testing, Quality Center, Test Planning, Regression Testing, Manual Testing, Test Cases, Visio, Business Analysis, SDLC
Education
Essex Community College 2009 — 2011
Associate, HealthCare
Admistrative
Associates, Health
Cheonggang Academy
Bachelors, Statistics and Computer Science
Paul Leeming's Morgan Stanley Experience January 2000 - March 2005
Job Head of Product Management, Wealth Management Research at UBS
Industry Financial Services
Experience
UBS April 2005 - Present
Morgan Stanley January 2000 - March 2005
Skills
Marketing Strategy, Product Development, Writing, Public Relations, Public Speaking, Publications, Radio Broadcasting, Market Research, Project Management, Regulatory Requirements, Technology Management, Intellectual Capital, Media Relations, Digital Media
Education
UC Santa Barbara 1995 — 1999
Bachelor's degree, Economics
Choate Rosemary Hall 1991 — 1995
UBS April 2005 - Present
Morgan Stanley January 2000 - March 2005
Skills
Marketing Strategy, Product Development, Writing, Public Relations, Public Speaking, Publications, Radio Broadcasting, Market Research, Project Management, Regulatory Requirements, Technology Management, Intellectual Capital, Media Relations, Digital Media
Education
UC Santa Barbara 1995 — 1999
Bachelor's degree, Economics
Choate Rosemary Hall 1991 — 1995
Kannvisuth Sukpisan's Morgan Stanley Experience June 2013 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Dynamic Group November 2011 - April 2012
CBRE August 2010 - December 2011
Colliers-International September 2009 - December 2009
Skills
Real Estate, Real Estate Development, Market Analysis, Financial Modeling, Microsoft Office, Photoshop, Illustrator, SketchUp, Urban Planning, Private Equity, Market Research, Commercial Real Estate, Due Diligence, Portfolio Management, Financial Analysis
Education
Columbia University in the City of New York 2012 — 2013
Masters Degree, Real Estate Development
University of Melbourne 2010 — 2010
Exchange Student
Chulalongkorn Mahawitthayalai 2006 — 2010
Bachelor of Science (B.Sc.), Architecture
Morgan Stanley June 2013 - Present
Dynamic Group November 2011 - April 2012
CBRE August 2010 - December 2011
Colliers-International September 2009 - December 2009
Skills
Real Estate, Real Estate Development, Market Analysis, Financial Modeling, Microsoft Office, Photoshop, Illustrator, SketchUp, Urban Planning, Private Equity, Market Research, Commercial Real Estate, Due Diligence, Portfolio Management, Financial Analysis
Education
Columbia University in the City of New York 2012 — 2013
Masters Degree, Real Estate Development
University of Melbourne 2010 — 2010
Exchange Student
Chulalongkorn Mahawitthayalai 2006 — 2010
Bachelor of Science (B.Sc.), Architecture
Abby Lee's Morgan Stanley Experience June 2010 - August 2010
Job Senior Consultant at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman June 2015 - Present
First Annapolis Consulting July 2012 - June 2015
Domain Associates May 2011 - August 2011
Philadelphia Veteran's Affairs Medical Center December 2010 - June 2011
HCPLexus June 2010 - December 2010
Morgan Stanley June 2010 - August 2010
Philadelphia Veteran's Affairs Medical Center June 2005 - August 2009
Howard Hughes Medical Institute June 2007 - August 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Analytics, Private Equity, Venture Capital, Bloomberg, Due Diligence, Mergers & Acquisitions
Education
University of Pennsylvania 2008 — 2012
Bachelor of Engineering (B.S.E.), Chemical and Biomolecular Engineering
Wharton School, University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Finance, Marketing
Choate Rosemary Hall 2005 — 2008
LISG
Oliver Wyman June 2015 - Present
First Annapolis Consulting July 2012 - June 2015
Domain Associates May 2011 - August 2011
Philadelphia Veteran's Affairs Medical Center December 2010 - June 2011
HCPLexus June 2010 - December 2010
Morgan Stanley June 2010 - August 2010
Philadelphia Veteran's Affairs Medical Center June 2005 - August 2009
Howard Hughes Medical Institute June 2007 - August 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Analytics, Private Equity, Venture Capital, Bloomberg, Due Diligence, Mergers & Acquisitions
Education
University of Pennsylvania 2008 — 2012
Bachelor of Engineering (B.S.E.), Chemical and Biomolecular Engineering
Wharton School, University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Finance, Marketing
Choate Rosemary Hall 2005 — 2008
LISG
Jon Henriquez's Morgan Stanley Experience June 2013 - Present
Job Director Operational Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
WBB Securities January 2013 - May 2013
New York Pizza May 2008 - October 2011
Morgan Stanley October 2004 - February 2008
AXA Equitable March 2001 - September 2003
US Army October 1996 - October 2000
Skills
Microsoft Excel, Microsoft Office, SharePoint, EDGAR, Stata, Access, Financial Analysis, Finance, PowerPoint, Analysis, Data Analysis, Microsoft Word, Financial Services, Management
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master's Degree, Economics
Rutgers University 2011 — 2012
Bachelor's Degree, Economics
Central Texas College 1997 — 1999
Associate's Degree, General Studies
Morgan Stanley June 2013 - Present
WBB Securities January 2013 - May 2013
New York Pizza May 2008 - October 2011
Morgan Stanley October 2004 - February 2008
AXA Equitable March 2001 - September 2003
US Army October 1996 - October 2000
Skills
Microsoft Excel, Microsoft Office, SharePoint, EDGAR, Stata, Access, Financial Analysis, Finance, PowerPoint, Analysis, Data Analysis, Microsoft Word, Financial Services, Management
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master's Degree, Economics
Rutgers University 2011 — 2012
Bachelor's Degree, Economics
Central Texas College 1997 — 1999
Associate's Degree, General Studies
Ramón Diez-Canedo's Morgan Stanley Experience January 2009 - June 2012
Job Associate Vice President at The CIM Group
Industry Real Estate
Experience
The CIM Group August 2014 - Present
The CIM Group August 2012 - July 2014
Morgan Stanley January 2009 - June 2012
Skills
Valuation, Financial Analysis, Financial Modeling, Private Equity, Investments, Economics, Due Diligence, Bloomberg, Emerging Markets, Corporate Finance, Investment Banking, Econometrics
Education
Centro de Investigación y Docencia Económicas, A.C. 2004 — 2008
Bachelor's degree, Economics
The CIM Group August 2014 - Present
The CIM Group August 2012 - July 2014
Morgan Stanley January 2009 - June 2012
Skills
Valuation, Financial Analysis, Financial Modeling, Private Equity, Investments, Economics, Due Diligence, Bloomberg, Emerging Markets, Corporate Finance, Investment Banking, Econometrics
Education
Centro de Investigación y Docencia Económicas, A.C. 2004 — 2008
Bachelor's degree, Economics
Ashley Farrar's Morgan Stanley Experience March 1998 - July 2003
Job Associate Partner Equity Sales BTG Pactual
Industry Financial Services
Experience
BTG Pactual September 2009 - Present
UBS Investment Bank July 2003 - September 2009
Morgan Stanley March 1998 - July 2003
Education
Trinity College-Hartford 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Choate Rosemary Hall 1986 — 1989
BTG Pactual September 2009 - Present
UBS Investment Bank July 2003 - September 2009
Morgan Stanley March 1998 - July 2003
Education
Trinity College-Hartford 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Choate Rosemary Hall 1986 — 1989
Amanda Lynch's Morgan Stanley Experience June 2008 - March 2013
Job Realtor at Coldwell Banker Residential Real Estate
Industry Real Estate
Experience
Coldwell Banker Real Estate March 2014 - Present
Round Hill Partners September 2013 - March 2014
Morgan Stanley June 2008 - March 2013
Lehman Brothers April 2005 - May 2008
Royal Bank of Scotland June 2003 - March 2005
Skills
Investment Properties, Investments, Marketing, Real Estate
Education
Trinity College-Hartford 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
Choate Rosemary Hall 1994 — 1998
Coldwell Banker Real Estate March 2014 - Present
Round Hill Partners September 2013 - March 2014
Morgan Stanley June 2008 - March 2013
Lehman Brothers April 2005 - May 2008
Royal Bank of Scotland June 2003 - March 2005
Skills
Investment Properties, Investments, Marketing, Real Estate
Education
Trinity College-Hartford 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
Choate Rosemary Hall 1994 — 1998
Neal Webb's Morgan Stanley Experience 2008 - 2010
Job Financial Consultant at South State Investment Services
Industry Financial Services
Experience
South State Investment Services April 2010 - Present
Morgan Stanley 2008 - 2010
Everyman Construction Services 2006 - 2008
Lloyds Banking Group 2003 - 2006
Education
Charleston Southern University 2000 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Charleston Southern University 1996 — 2000
Bachelor's Degree, Business Administration and Management, General
South State Investment Services April 2010 - Present
Morgan Stanley 2008 - 2010
Everyman Construction Services 2006 - 2008
Lloyds Banking Group 2003 - 2006
Education
Charleston Southern University 2000 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Charleston Southern University 1996 — 2000
Bachelor's Degree, Business Administration and Management, General
Ah Young Yoo's Morgan Stanley Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Morgan Stanley
Industry
Experience
Morgan Stanley June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Morgan Stanley June 2013 - July 2013
Education
Columbia University in the City of New York 2012 — 2016
B.A., Financial Economics / History and Theory of Architecture
Choate Rosemary Hall 2008 — 2012
High School Diploma, Cum Laude
Morgan Stanley June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Morgan Stanley June 2013 - July 2013
Education
Columbia University in the City of New York 2012 — 2016
B.A., Financial Economics / History and Theory of Architecture
Choate Rosemary Hall 2008 — 2012
High School Diploma, Cum Laude
Amina Ford's Morgan Stanley Experience
Job Phone broker/banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Skills
Management, Microsoft Excel, Microsoft Office, Customer Service, Financial Analysis, Risk Management, Investments, Leadership, Project Management, Finance
Education
Central Virginia Community College
Morgan Stanley
Skills
Management, Microsoft Excel, Microsoft Office, Customer Service, Financial Analysis, Risk Management, Investments, Leadership, Project Management, Finance
Education
Central Virginia Community College
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS