Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
Stevens and Stevens LLC May 2012 - Present
Wachovia Bank April 2005 - February 2007
Bank of America Investments July 2002 - January 2005
Morgan Stanley May 2000 - July 2002
Morgan Stanley Investment Management 2000 - 2002
J.& W. Seligman February 1987 - January 1994
Skills
Series 7, Wealth Management, Series 63, Strategic Financial..., High Net Worth..., Wealth, Legal Assistant /..., Banking, Sales, Mortgage Lending, Insurance, Investments, Asset Management, Financial Planning, Customer Service
Education
City University of New York-Brooklyn College 1979 — 1987
BA, Economics
Sheepshead Bay High School 1974 — 1978
HS, Liberal Arts and Sciences/Liberal Studies
Morgan Stanley May 2014 - Present
MR Global Inc. D.B.A. Casa Loma Art Glass January 2012 - Present
Everybody Wins! NY November 2011 - May 2014
Morgan Stanley October 2007 - May 2014
Thomson Financial July 2007 - October 2007
Siemens on site at Morgan Stanley April 2004 - July 2007
Siemens on site at Morgan Stanley May 2002 - April 2004
Caxton Associates, L.L.C. June 2001 - January 2002
Accenture / Andersen Consulting 2000 - 2001
Skills
Project Management, Leadership, Marketing, Vendor Management, Strategic Planning, Business Analysis, Change Management, Microsoft Office, Process Improvement, Business Strategy, Project Coordination, Risk Management, Team Leadership, Account Management, Team Building, MS Project, Team Management, Negotiation, Project Planning, Budgets, Management, Customer Service, Operations Management, Storage, Forecasting, Cross-functional Team..., Strategy, Business Development, Microsoft Excel, New Business Development, Integration, IT Strategy, System Administration, IT Management, Networking, Troubleshooting, CRM, Outsourcing, Product Management, Start-ups, Management Consulting, Analysis, Telecommunications, Salesforce.com, Training, Business Process..., Server Architecture
Education
City University of New York-Brooklyn College 1999 — 2004
B.S., Business Management & Finance
LIU Brooklyn 1998 — 1999
NYC Department of Education August 2015 - Present
NYC Department of Education August 2012 - Present
Harlem Children's Zone February 2010 - August 2012
Morgan Stanley February 2008 - February 2010
Skills
Community Outreach, Program Development, Nonprofits, Grant Writing, Teaching, Curriculum Development, Curriculum Design, Tutoring, Youth Development, Program Evaluation, Volunteer Management, Fundraising, Public Speaking, Staff Development, Higher Education, Research, Educational Leadership, Classroom, Event Planning, Editing
Education
City University of New York-Brooklyn College
Master of Education (MEd), Mathematics
NYU/Kaplan
Bachelor of Science (BS), Human Resources Management
Oppenheimer & Co. Inc. January 2015 - Present
Oppenheimer & Co. Inc. September 2014 - January 2015
BNP Paribas September 2010 - July 2014
Merrill Lynch May 2007 - September 2010
Lehman Brothers June 2005 - January 2007
Morgan Stanley December 2003 - June 2005
Goldman Sachs April 1999 - December 2003
Goldman Sachs May 1993 - April 1999
Skills
Capital Markets, Risk Management, Banking, Financial Regulation, Investment Banking, FINRA, Corporate Finance, Financial Services, Structured Finance, Back Office, Financial Institutions, Mergers, Finance, Financial Markets, Fixed Income, Equities, Derivatives, AML, KYC, Operational Risk, Securities, Anti Money Laundering, OFAC
Education
Brooklyn College
Wells Fargo Advisors October 2008 - Present
Morgan Stanley January 2008 - October 2008
Skills
Asset Allocation, Financial Advisory, Financial Services, Investments, Microsoft Office, Municipal Bonds, Mutual Funds, Retirement, Securities, Stocks
Education
City University of New York-Brooklyn College 2004 — 2007
Bachelor of Science (B.S.), Business Management and Finance
Mizuho Trust & Banking August 2006 - May 2013
The Bank Of New York August 2001 - April 2006
Morgan Stanley May 1999 - August 2001
Skills
Accounting, Auditing, Banking, Access, Investments, Bloomberg, Equities, Tax, Financial Services, Training, Microsoft Excel, Fund Accounting, Accruals, Portfolio Management, Time Management, Lotus Notes, PowerPoint, Payments, Corporate Actions, Mutual Funds, Financial Reporting, Accounts Payable
Education
Brooklyn College 1995 — 1999
Bachelor of Science (B.S.), Accounting
Morgan Stanley April 2015 - Present
Morgan Stanley July 2013 - August 2013
Lockheed Martin May 2006 - August 2012
New York Air National Guard August 2004 - August 2010
Department of Residence Life at SUNY New Paltz 2006 - May 2009
USMC February 1999 - February 2004
Skills
Matlab, Perl, Troubleshooting, Python, Electronics, C++, Avionics, Microsoft Word, Linux, Java, Github, Qt, Qt Creator, Vim, GVIM, TDD, Engineering, Electrical Engineering, Radar, Embedded Systems, Testing, Programming, VHDL, C, Systems Engineering
Education
City University of New York City College 2013 — 2014
Bachelor of Science (B.S.), Computer Science
State University of New York at New Paltz 2005 — 2009
Bachelor of Science (B.S.), Electrical Engineering
Morgan Stanley January 2014 - Present
Morgan Stanley January 2011 - January 2014
Morgan Stanley January 2009 - January 2011
Morgan Stanley May 2006 - January 2009
Morgan Stanley May 2004 - May 2006
Skills
Team Leadership, Strategic Leadership, Market and Valuation..., Project Management, Effective Communication, Operational Risk Control, Technology and..., Model Control Standards..., Operational Risk, Risk Management, Fixed Income, Management Consulting, Capital Markets, Financial Risk, Investment Banking, Equities, Leadership, Trading Systems, Management, Financial Analysis, Banking, Strategic Planning, Securities, Coaching, Structured Products, Trading, Cross-functional Team..., Valuation, Financial Services, Financial Modeling, Business Process..., Derivatives, Business Strategy, Options, Business Analysis, Hedge Funds, Change Management, Governance
Education
City University of New York-Brooklyn College 2000 — 2004
Bachelor of Arts (B.A.)
Wagner College 1994 — 1996
Pre-Med / Liberal Arts
NYP, Royal Chatter Properties December 2014 - Present
Mount Sinai Health System August 2011 - December 2014
Morgan Stanley May 2007 - April 2011
Skills
Estimating, Facilities Management, Building Codes, Construction, Construction Management, Contract Management, Contract Negotiation, Feasibility Studies, HVAC, High Rise, MS Project, Process Scheduler, Procurement, Project Coordination, Project Estimation, Project Management, Project Planning, Renovation, Structural Engineering, Sustainability, Value Engineering, LEED, MEP, Microsoft Project
Education
City University of New York City College 1982 — 1987
BE, Mechanical Engineering
Blank Rome LLP (Williams Lea Account Manager) October 2014 - Present
McGraw Hill Financial February 2014 - October 2014
New York Power Authority August 2013 - February 2014
SVAM International June 2013 - July 2013
Wilson Elser (thru GLC Business Service) October 2008 - May 2013
Oce Business Services April 2008 - September 2008
Forrest Solutions September 2007 - February 2008
Exelon (MxEnergy) April 2006 - August 2007
McLean & McLean Security Inc. April 2002 - April 2006
Morgan Stanley August 2004 - July 2005
Skills
Records Management, Document Management, Enterprise Content..., Records, Information Management, CRM, Policy, Document Imaging, LegalKey, Databases, Access, Program Management, Archives, Retention Schedule, SharePoint, Management, iManage, Microsoft Office, Documentum, Digital Preservation, ECM systems..., Scanners, Gap analysis, Knowledge Management, SQL, HTML, CRM software, Relational Databases, Microsoft Access, Oracle 9i, FileSurf, Accutrac, Taxonomy, Litigation Support, MS Office Suite, Windows Server 2003, Windows 7, Summation, TCP/IP, Work Flow Design, VBA, Sun Solaris, Business Classification..., File Plan, Retention Policy..., ESI, Open Text Livelink, Analysis, EDRMS, Troubleshooting
Education
Technology Consulting Services 2003 — 2004
Certificate, Sun Solaris/Unix & Oracle 9i Program
City University of New York-Brooklyn College 1997 — 2003
Bachelor's Degree, Computer & Info Science
Career Blazers 1998 — 1999
Certificate, Microsoft MCSE Training Program
Netcom Technical Services Inc 1996 — 1997
Certification, A+, PC/LAN Technician Training Program
CUNY New York City College of Technology
Electrical Technology
RBC June 2015 - Present
Morgan Stanley October 2014 - April 2015
UBS February 2014 - April 2014
Pulse Capital Partners, LLC September 2013 - January 2014
MassMutual Financial Group January 2013 - August 2013
Independent Derivatives Risk Analyst January 2012 - December 2012
Acorn Derivatives Management Corp March 2005 - December 2011
HVB January 2005 - March 2005
Indus Capital Partners November 2004 - December 2004
Citigroup October 2003 - June 2004
Skills
Microsoft Office 2003, Financial Analysis, Risk Analysis, Options, Options Pricing, Derivatives, Oil/Gas, Commodities, Currencies, Operational Risk..., Risk Management, Hedge Funds, Asset Management, Currency, Commodity, Access, Asset Managment, Insurance, Compliance, Account Reconciliation, Dodd-Frank, AML, KYC, OFAC, FACTA, FATCA, Trading, Equity Derivatives, Equities, Bloomberg, Fixed Income, Trading Systems, Banking, Foreign Exchange, Basel II, Basel I, Settlement, Securities, Prime Brokerage, Middle Office, Financial Services, Emerging Markets, Operational Due..., Operational Risk, Alternative Investments, Fund Of Funds, Anti Money Laundering
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
MBA, Finance and Business Economics, 3.50
Pace University - Lubin School of Business 2013 — 2013
Certified Compliance Regulatory Professional (CCRP) Designation, Corporate Governance
Brooklyn College 1984 — 1988
BS, Business Management and Finance
Northwest Ar Community College July 2015 - Present
IMA Institute of Management Accountants - NWA-Chapter February 2015 - Present
Walmart September 2014 - Present
Walmart April 2013 - September 2014
Morgan Stanley August 2012 - April 2013
Fitch Ratings December 2005 - August 2012
International Masters Publishers February 2005 - October 2005
Axion September 2004 - February 2005
Cynthia L. Boyce & Associates, a law firm February 2001 - March 2004
Aluminum Partners of Jamaica, a manufacturing company August 1993 - June 2000
Skills
Accounting, Financial Reporting, SAP, Internal Controls, US GAAP, Financial Analysis, Excel, Forecasting, Accounts Receivable, Auditing, Budgeting, Business Process..., Financial Management, Financial Accounting, Accounts Payable, Outlook, Reconciliation, Business Analysis, Word, Consolidation, Audit, Cash Flow, Cost Accounting, PowerPoint, Microsoft Office, Analysis, SAP R/3, Access, Payroll, Strategic Planning, Financial Planning, SAP BW, General Ledger, Process Improvement, SOX, Internal Audit, Account Management, Lotus Notes, Project Implementation, Invoicing, Great Plains Software, Compliance, Fixed Assets, Project Management, Project Planning, Budgets, Account Reconciliation, Leadership, Management, Sarbanes-Oxley Act
Education
City University of New York-School of Professional Studies 2010 — 2013
Masters of Science, Business Management and Leadership
City University of New York-Brooklyn College 2004 — 2007
Bachelor of Science, Public Accountancy
Northern Caribbean University 1993 — 1997
Bachelor of Science+, Management
Morgan Stanley February 2014 - Present
Pride Technologies August 2013 - February 2014
Sarelli Smart Shop January 2008 - July 2013
Skills
Outlook, Microsoft Excel, Customer Service, Microsoft Office, Accounting, Accounts Payable, QuickBooks, Derivatives, Equities, Fixed Income, Securities, Options
Education
Brooklyn College - CUNY 2011 — 2013
Bachelor of Science (B.S.), Public Accountancy
City University of New York-Brooklyn College
Public Accounting, B.S
BlackRock 2014 - Present
Custom Staffing of Westchester September 2011 - December 2013
Talbert & Talbert CPA February 2011 - May 2011
IQ Solutions Luxembourg August 2007 - 2009
BNY Mellon May 2005 - August 2007
Morgan Stanley 1999 - 2005
Skills
Accounting, Financial Analysis, Project Finance, Budgeting, Expense Control, Quickbooks, Excel, Peachtree, Microsoft Office, Financial Reporting, FASB, FAS 157, Fair Value, Annual Reports, SEC reporting, 10Q, 10K, Month End, Variances, Price Modeling, FAS109, US GAAP, GAAP, SEC compliance, Mutual Funds, IFRS, Consolidation, Financial Statements, Finance, Financial Modeling, Microsoft Excel
Education
Brooklyn College 1995 — 1999
BS, Accounting
Terra Capital Partners March 2013 - Present
JPMorgan Chase July 2011 - February 2013
Morgan Stanley July 2007 - July 2011
AIG August 2006 - July 2007
Skills
Financial Accounting, Fund Accounting, Financial Modeling, Financial Forecasting, Cash Flow Forecasting, US GAAP, Financial Analysis, Private Equity, Real Estate Financing
Education
City University of New York-Brooklyn College 2002 — 2006
B.S., Accounting
Deutsche Bank September 2013 - Present
BNP Paribas August 2012 - August 2013
Barclays Capital November 2011 - July 2012
Rule Financial April 2011 - July 2012
Barclays Capital April 2011 - September 2011
Citigroup June 2009 - April 2011
Goldman Sachs March 2008 - February 2009
Morgan Stanley July 2000 - March 2008
Lehman Brothers March 2000 - July 2000
Morgan Stanley September 1999 - March 2000
Skills
Sybase, Java, Perl, Derivatives, Spring, Oracle, Maven, Agile, Teamcity, Oracle Coherence, Eclipse
Education
City University of New York-Brooklyn College 1963 — 1967
BA, Mathematics
Capgemini February 2013 - Present
Morgan Stanley Smith Barney January 2010 - February 2013
Morgan Stanley August 2006 - November 2008
Morgan Stanley August 1998 - July 2006
Morgan Stanley May 1987 - July 1998
Skills
Process Improvement, Internal Controls, Risk Management, Compliance, Risk, Quality Assurance, Financial Risk, Auditing, Business Analysis, Business Process..., Equities, IT Audit, Information Security, Information Technology, Internal Audit, Management Consulting, Program Management, Project Management, SDLC, Securities, Security, Testing, Training, User Acceptance Testing, Vendor Management
Education
Long Island University, Brooklyn Campus 1981 — 1983
Master's degree, Accounting
City University of New York-Brooklyn College 1975 — 1979
Bachelor of Science (BS), Accounting
Global Payroll ProfessionalExpatriate and Multi-State TaxesProcess Improvement May 2013 - Present
Morgan Stanley August 2012 - April 2013
NYSE Euronext 2006 - 2012
Securities Industry Automation Corp. 1998 - 2006
Skills
PeopleSoft, Payroll, ADP Payroll, Process Improvement, Accounting, Vendor Management, Microsoft Excel, Business Process, Business Analysis, Leadership, Lotus Notes, Integration, Auditing, Internal Audit, Financial Analysis, Microsoft Word, HRIS, Employee Benefits, Sarbanes-Oxley Act, Oracle, Deferred Compensation, Benefits Administration, Human Resources, Payroll Conversions, Internal Controls, Test Planning, Multi-state Payroll..., Kronos, Software Documentation, Personnel Management, Global Mobility, Tax, SAP, Performance Management, Outsourcing, Test Management, Onboarding, Employee Relations, PeopleSoft 9.0, Knowledge of Powerpoint, Office Management, Oracle I-procurement, Expense Reports, Internal Audit..., Expatriate Tax, Time & Labor, Payroll Integration, ADP Enterprise, Workbrain, ADP Workforce Now
Education
Brooklyn College
Bachelor of Arts (BA)
NYU Polytechnic University
Masters Classes in Information Technology, Information Technology
www.CentralBanks.com 2014 - Present
JBERGMAN Intl Consulting August 2011 - April 2014
HSBC August 2004 - June 2006
Deutsche Bank June 2003 - May 2004
Morgan Stanley May 1988 - May 2003
First Boston August 1980 - May 1988
Federal Reserve Bank of New York June 1978 - August 1980
Federal Reserve Bank of New York June 1976 - June 1978
Federal Reserve Bank of New York August 1970 - June 1976
GE January 1968 - August 1970
Skills
Business Development, Business Strategy, Strategic Planning, Financial Analysis, New Business Development, Business Analysis, Strategy, Management, Project Management, Banking, Portfolio Management, Investments
Education
City University of New York-Brooklyn College 1964 — 1968
Bachelor of Science (BS), Mathematics/Economics
Nomura April 2014 - Present
Morgan Stanley May 2013 - April 2014
Broadridge Financial August 2012 - November 2012
Sprint, PCS Superstore October 2010 - September 2012
Pershing, a BNY Mellon company November 2009 - September 2010
The Madison Square Garden Company January 2009 - May 2009
Skills
Home Networking, Microsoft Office, PeopleSoft, Lotus Notes, Adobe Acrobat, NetX360, DTC, E*Boss, Fixed Income, Analysis, Training, Microsoft Excel, Accounting, Insurance, Mutual Funds, Bonds, PowerPoint, Equities
Education
City University of New York-Brooklyn College 2007 — 2010
Bachelor of Science, Business, Management and Finance
CBOE March 2014 - Present
American InterContinental University September 2011 - Present
Morgan Stanley April 2007 - December 2010
C-Bass LLC August 2005 - May 2006
Skills
Student Affairs, Microsoft Office, Office Management, Office Administration, Google Docs, Presentations, Project Management, Customer Service, File Management, Accounts Receivable, Accounts Payable, Expense Reports, Internal Audit, Spanish-English, Editing, Invoicing, Enrollment Management, PowerPoint
Education
Brooklyn College 2007 — 2011
Bachelor's degree, English Language and Literature, General
Saint John's University 2005 — 2006
Deutsche Bank May 2015 - Present
Bank of Tokyo-Mitsubishi UFJ December 2014 - March 2015
Prudential Financial February 2014 - June 2014
Capgemini August 2012 - November 2013
GlobeOp Financial Services October 2009 - March 2011
Citi 2011 - 2011
Morgan Stanley October 2008 - August 2009
Lehman Brothers 2007 - 2008
JPMorgan May 2007 - November 2007
Thales Fund Management November 1998 - April 2007
Skills
Business Analysis, Excel, SQL, Business Documentation, Fixed Income Products, Credit Derivatives, Interest Rate..., Equity Derivatives, VBA, CFA, Client Services, SDLC, Fixed Income, Derivatives, Middle Office, Equities, Hedge Funds, Bloomberg, Swaps, Chartered Financial..., Microsoft Excel, Documentations, Capital Markets, Settlement, FX Options, Trading, Financial Modeling
Education
City University of New York-Brooklyn College
BS, Accounting
Morgan Stanley November 2013 - Present
Morgan Stanley Wealth Management August 2007 - November 2013
Citigroup Private Bank March 2007 - August 2007
Deutsche Bank Securities January 2006 - March 2007
Skills
Quantitative Analytics, Quantitative Research, Quantitative Finance, Investment Banking, Finance, Equity Trading, Stock Trading, Bloomberg Terminal, Microsoft Office, Written & Verbal..., Dependable Team Player, Highly motivated..., Self-motivated Team..., Technology, Fixed Income, Equities, KYC, Bloomberg, FINRA, Due Diligence, Investment Strategies, Investment Management, Mutual Funds, Bonds, Options, Wealth Management..., FX trading, Equity Derivatives, Equity Research, Derivatives, Investment Advisory, Asset Management, Investments, Financial Advisory, Wealth Management, Securities, Foreign Exchange, Client Services, Settlement, Financial Risk, Prime Brokerage, Middle Office, FX Options, Currency
Education
Brooklyn College 2001 — 2005
Bachelor of Science (B.S.), Business Management and Finance
Bank of America September 2013 - Present
Bank of America February 2007 - September 2013
Citi February 2000 - February 2007
Morgan Stanley March 1997 - February 2000
Skills
Six Sigma Lean Greenbelt, Banking, Risk Management, Credit, Portfolio Management, Customer Service, Budgets, Credit Cards, Process Improvement, Retail Banking, Financial Risk, Strategic Planning, Analysis, Governance, Change Management, Business Process..., Operational Risk..., Credit Risk, Relationship Management, Financial Analysis, Financial Services, Credit Analysis, Loans, Management, Operational Risk, Finance, Business Analysis, Consumer Lending, Mortgage Lending, Payments, Vendor Management, Capital Markets, Treasury Management, AML, Financial Modeling
Education
University of Virginia 1993 — 1997
Brooklyn College
AIG June 2013 - Present
Morgan Stanley July 2012 - June 2013
American Express November 2008 - July 2012
HSBC January 2008 - November 2008
Credit Suisse March 2006 - December 2007
Ernst & Young February 2005 - February 2006
Skills
Financial Analysis, Budget Process, Forecasting, Expense Management, Corporate Finance, Strategic Planning, Project Planning, Full P&L Responsibility, Finance, Financial Modeling, Financial Services, Managerial Finance, Valuation, P
Education
Brooklyn College 2000 — 2004
Bachelor of Science (BS), Finance and Financial Management Services
JP Morgan Chase December 2006 - Present
Citi December 2002 - March 2005
Morgan Stanley March 1997 - November 2002
Skills
Investments, Portfolio Management, Banking, Wealth Management, Financial Services, Mutual Funds, Retirement Planning, Credit, Loans, Financial Analysis, Finance
Education
Brooklyn College 1972 — 1973
Mid Atlantic Resource Group April 2010 - Present
Cuttone and Co. July 2007 - December 2007
CJ Ledone Equities July 2005 - June 2007
LL Partners Inc. September 1998 - June 2005
Mark Muller Equities May 1995 - August 1998
Lawrence Helfant Inc March 1986 - April 1995
Morgan Stanley June 1985 - March 1986
Merrill Lynch February 1980 - May 1985
Education
Kingsborough Community College 1977 — 1979
Associates Degree, Business/Liberal Arts
Brooklyn College
Jefferies LLC February 2009 - May 2015
Oakwood Partners February 2008 - January 2009
Morgan Stanley 1983 - 2008
Salomon Brothers 1979 - 1983
Skills
Equity Trading - Middle..., Operational Risk..., Strategic Planning,..., Resource allocation and..., Efficiency Planning, Technical solutions..., Back Office Management
Education
Pace University - Lubin School of Business 1979 — 1986
Business Administration
Wright State University 1978 — 1979
School of Liberal Arts
City University of New York-Brooklyn College 1977 — 1978
School of Liberal Arts
Morgan Stanley June 2015 - Present
Amnesty International USA January 2015 - June 2015
Service Program for Older People (SPOP) September 2011 - May 2013
American Eagle Outfitters November 2010 - May 2011
New York State Senator Eric Adams January 2010 - August 2010
BELL (Building Educated Leaders for Life) September 2008 - May 2009
NYSSCPA July 2008 - August 2008
EY July 2007 - August 2007
Skills
French Speaking, Microsoft Office, Public Speaking, Event Planning, PowerPoint, Research, Community Outreach, Microsoft Excel, Microsoft Word, Nonprofits, Leadership, Program Development, Grant Writing
Education
New York University 2012 — 2014
Master of Science (M.S.), Global Affairs, 3.5
Brooklyn College 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government, 3.5
Ziff Davis Media September 2012 - Present
Morgan Stanley April 2010 - September 2012
AOL January 2008 - January 2010
Quigo November 2004 - December 2007
Skills
Tomcat, Linux, Problem Solving, Apache, Nagios, Java, Network Administration, TCP/IP, DNS, DHCP, LVM, RAID, HTTP, Veritas Cluster Server, Oracle RAC, RedHat, CentOS, JRun, Opsware, Squid, Solaris 8/9/10, Windows Server, Hitachi Storage, Nexsan, Cisco IOS, Sybase Adaptive Server, Bash, NTP, LDAP Administration, SMTP, PXE, Amazon Web Services..., Varnish, Nginx, IIS, Cloud Computing, Zabbix, MySQL, Unix, Networking, Load Balancing, Solaris, High Availability, Shell Scripting, Credit Derivatives, Interest Rate..., Bonds, Fixed Income, Puppet
Education
City University of New York City College 2000 — 2004
UBS Financial Services February 2008 - Present
Morgan Stanley December 1987 - February 2008
Shearson Lehman Brothers May 1985 - December 1987
Education
The Wharton School Executive Education Program at the University of Pennsylvania 1993 — 1995
Brooklyn College
B.S.
Morgan Stanley June 2008 - Present
Rockit Solutions, LLC 2006 - 2008
Education
City University of New York-Brooklyn College 2002 — 2005
BS, Accounting, Economics
International University of Kyrgyzstan 1998 — 2001
BA, Economics
NY Municipality March 2013 - Present
Verigent + Workbridge + Robert Half March 2012 - March 2013
Manhattan School of Music May 2002 - July 2010
Second Congregational Church of Greenwich, CT September 2005 - June 2009
Independent Contractor April 2001 - October 2006
Prism Communications April 2000 - March 2001
Bear Stearns May 1998 - May 2000
Morgan Stanley January 1996 - April 1998
Morgan Stanley January 1994 - January 1996
Skills
Supervisory Experience, Contract Negotiation, Project Management, Inventory Management, Leadership, Data Center, Program Management, Troubleshooting, Microsoft Office, Customer Service, Outlook, VPN, Cisco Technologies, Routers, System Administration, VMware Infrastructure, Cloud Storage, VoIP protocols SIP, Wireless Networking, Unix, Networking, Cloud Computing, VoIP, MPLS, Telecommunications, SIP, Security, VMware, Servers
Education
City University of New York-Brooklyn College 2009 — 2011
MM
Manhattan School of Music 1988 — 1993
BM
Credit Suisse June 2014 - Present
Morgan Stanley July 2009 - May 2014
HCL Technologies Americas January 2009 - July 2009
JP Morgan Chase June 2006 - October 2008
JPMorgan Chase September 1995 - October 2008
JP Morgan Chase January 2000 - June 2006
JP Morgan Chase June 1995 - January 2000
Skills
PMP, Certified Scrum Master, Program Management, SDLC, Integration, Risk Management, Software Project..., IT Strategy, PMO, Agile Project Management, Agile Methodologies, Project Portfolio..., Management, Team Leadership, IT Management, Resource Management, Vendor Management, Visio, Requirements Analysis, Cloud Computing, Enterprise Architecture, MS Project, Disaster Recovery, Project Delivery, Requirements Gathering, Process Engineering, Back Office, Project Planning, Credit Risk, Market Risk, CCAR, RWA, Financial Risk, Regulatory Compliance, Budget Management, Budget Forecasts, SEC Capital Calcs, IHC
Education
City University of New York-Brooklyn College
MS, computer & info science
IIT Roorkee
MTech, Computer Technology
Federal Reserve Bank of New York December 2008 - Present
nGenera 2007 - 2008
DTCC June 2001 - June 2007
Morgan Stanley August 1990 - June 2001
Skills
Securities, Fixed Income, Team Building, Business Analysis, Integration, Project Management, Software Development, Visio, Banking, Financial Services, Strategic Planning, Team Leadership, IT Management, Disaster Recovery, J2EE Application..., Web Applications, Oracle Applications, Information Security..., Solution Architecture, Information Architecture, Software Quality..., IT Strategy, Programme Delivery, Applications..., Information Technology..., Risk Management, Stakeholder Management, CRM, Agile Methodologies, Strategy, SaaS
Education
City University of New York-Brooklyn College 1980 — 1984
BS, Computer Science, 3.5 (3.7 major)
JPMorgan Chase & Co. December 2014 - Present
Morgan Stanley March 2011 - November 2014
Fidelity Investments October 2007 - March 2011
Deutsche Bank October 2005 - October 2007
Christie's Inc. February 2002 - October 2005
Translations.com August 1999 - February 2002
Skills
Financial Analysis, Analysis, Financial Reporting, Corporate Finance, Financial Statements, Financial Accounting, General Ledger, Microsoft Excel, SAP, Project Management, Payroll, Internal Controls, Accounting, Auditing, Regulatory Reporting, Brokerage, Excel, Oracle, JD Edwards, Omega, Reporting & Analysis, Finance, Account Reconciliation, Accounts Receivable, US GAAP, Variance Analysis, Essbase, Due Diligence, Forecasting, Financial Audits, Hyperion Enterprise, Consolidation, GAAP, Management Reporting, Financial Services, Banking, Management, Process Improvement, Management Accounting
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2007
MBA, Finance
City University of New York-Brooklyn College 1997 — 2000
BS, Accounting & Finance
Xaverian High School 1992 — 1996
High School Diploma
Eric S Killen Photography 2010 - Present
Elsevier 2007 - 2013
Guilford Publications August 2005 - January 2007
Community Service Society December 2003 - November 2005
Morgan Stanley January 2000 - November 2001
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, PowerPoint, Photoshop, Lightroom, Siebel 7.x, CRM, Acrobat Reader, Art, Advertising, Fundraising, Photography, Fine Art, Social Media, Graphic Design, Account Management, Digital Photography, Training, Event Management
Education
Brooklyn College 1986 — 1989
Cinematography and Film/Video Production
School of Visual Arts
The New School
Morgan Stanley February 2014 - Present
PURPLE CIRCLE Early Childhood Program January 2011 - June 2013
DANIS DIAMOND INC January 2004 - November 2006
COFAC (Currently Bandes Uruguay South America) May 1999 - January 2003
Skills
Financial Analysis, Financial Reporting, Financial Services, Finance, Financial Markets, Advance Excell, Excellent Word, Access, PowerPoint, QuickBooks, IBM AS/400, Visio, SAS, Quantitative Analytics, Team Building, Organization &..., Setting Priorities, Work Independently with..., Excellent written and..., South American..., Fundraising, Management, Program Management, Accounting, Leadership
Education
The City University of New York - The City College of New York 2005 — 2008
Master of Arts (M.A.), Finance, GPA 3.75
Merrill Lynch September 2013 - Present
Morgan Stanley Wealth Management October 2012 - September 2013
Morgan Stanley Smith Barney January 2012 - October 2012
Morgan Stanley May 2011 - January 2012
UBS 2006 - 2011
Skills
Series 7, Series 66, Series 63, Wealth Management, Series 9, Series 10, Series 3
Education
Brooklyn College 2002 — 2004
BS, Bus Mgmt & Finance
Sony Pictures Entertainment (through Force One Entertainment NY/LA) March 2015 - July 2015
Asset International September 2014 - November 2014
ITN Networks February 2014 - September 2014
ITN Networks June 2013 - January 2014
StudentFilmmakers Magazine January 2013 - April 2013
The College Board June 2011 - December 2011
Morgan Stanley September 2009 - August 2010
Sovereign Bank November 2008 - May 2009
Bank Rhode Island May 2006 - December 2006
Education
City University of New York-Brooklyn College 2015 — 2017
Master of Arts (MA), Film/Cinema/Video Studies
Fordham University 2010 — 2013
Bachelor of Arts (BA), English Language and Literature/Letters, 3.65
Morgan Stanley September 2015 - Present
VITA Program (IRS) September 2014 - April 2015
Pacheco & Lugo Attorneys at Law October 2013 - June 2014
Rite Aid July 2012 - September 2012
Skills
Tax Preparation, Tax Returns, Teamwork, Management, Microsoft Office, Microsoft Excel, Accounting
Education
City University of New York-Brooklyn College 2012 — 2017
Bachelor’s Degree, Accounting and Business/Management, 3.55
Fort Hamilton High School 2008 — 2012
High School, Graduated, Advanced Regents Diploma
Morgan Stanley April 2015 - Present
Anthem June 2013 - February 2015
Staples March 2013 - May 2013
Harlem Children's Zone May 2012 - December 2012
City College of New York October 2011 - April 2012
Westview Services July 2010 - January 2011
University of Minnesota (Duluth) 2011 - 2011
TrueNorth Americorps (Mind 2 Mind) September 2008 - August 2010
Skills
Non-profits, Advisement, Sales, Computer-savvy, Vegetarian Nutrition, College Applications, PowerPoint, Microsoft Office, Higher Education, Teaching, Microsoft Word, Curriculum Design, Curriculum Development, Public Speaking, Research, Nonprofits, Lean IT, Community Outreach, Admissions, BarometerIT, Customer Service, Microsoft Excel, Event Planning, Social Media
Education
University of Minnesota-Duluth 2007 — 2011
Sociology, Race, White Privilege, and Cultural Studies
North Hennepin Community College 2005 — 2007
Marketing, 3.5
Anoka High School 2001 — 2005
High School Diploma, Business
City University of New York City College
Eagle Strategies, LLC 2012 - Present
the Observatory 2010 - 2012
Westrock Group Inc. 2009 - 2010
UBP Asset Management LLC 2008 - 2009
MERRILL LYNCH & CO 2006 - 2008
Citigroup 2002 - 2006
Permal Asset Management 2000 - 2002
Morgan Stanley 1998 - 2000
Oppenheimer Capital 1996 - 1997
Northstar 1995 - 1996
Education
CFA Institute 1999 — 2001
CFA
Pace University - Lubin School of Business 1997 — 2000
MBA, Investment Management
City University of New York-Brooklyn College 1992 — 1995
BS, Accounting
Intercontinental Exchange / NYSE LIFFE US January 2012 - Present
Morgan Stanley 1986 - 2011
Skills
Fixed Income, Equities, Funding, Settlements, Securities, Series 7, Trading, Risk Management, Customer Relations, Change Management, Microsoft Office, Securities Lending, Collateral Management, Liquidity Risk, Bloomberg, Financial Markets, Electronic Trading, Trading Systems, Settlement, Repos, Liquidity Management, Hedge Funds, Finance, Derivatives, Treasury Management, Capital Markets, Prime Brokerage, Financial Risk, Bonds, Options, Swaps, Trading Strategies, FX Options, Interest Rate..., Middle Office, Credit Derivatives, Customer Service, Equity Derivatives, Structured Products
Education
Brooklyn College 1976 — 1980
Accounting
AIG January 2014 - Present
Experian November 2012 - August 2013
Citi May 1999 - June 2012
Morgan Stanley April 1998 - April 1999
ANN TAYLOR September 1997 - April 1998
Swiss Re April 1987 - April 1997
Skills
IBM Mainframe, OS/MVS JCL, UTILITIES, Resume, MVS, TSO, Mainframe, ITIL, Incident Management, Problem Management, CICS, COBOL, DB2, Unix, Production Support, Active Directory, Visio, VSAM, SharePoint, Windows Server, IT Service Management, XP, Disaster Recovery, Autosys, Servers, Business Analysis, Websphere, Microsoft Exchange, Connect Direct, Data Migration, Netcool, IT Operations, Software Documentation, Help Desk Support, SQL, Data Center, Service Delivery, Lotus Notes, FTP, Microsoft SQL Server, System Administration, Requirements Gathering, User Acceptance Testing, Wintel, Business Continuity, JCL
Education
Pace University 1983 — 1984
Brooklyn College 1981 — 1983
Ashwood University (Non Accredited) 2000 — 2001
Bachelor of Science (B.S.), Computers and Information Science
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley January 2012 - Present
Morgan Stanley May 2006 - February 2012
Associated Press 2002 - 2006
BMG Entertainment 1994 - 2002
Deloitte September 1988 - June 1994
Skills
Risk Management, Vendor Management, IT Strategy, Information Security, Program Management, Management, Business Analysis, Governance, Disaster Recovery, IT Management, SDLC, Information Technology, Project Management, Security, Integration, Enterprise Architecture, ITIL, Change Management, Software Documentation, Visio, IT Security Policies, Penetration Testing, Vulnerability Management, Threat & Vulnerability...
Education
City University of New York-Brooklyn College
Biology
Oppenheimer & Co. Inc. April 2013 - Present
Morgan Stanley February 1981 - June 2011
Skills
Investments, Financial Advisory, Asset Allocation, Investment Strategies, Securities, Retirement
Education
City University of New York-Brooklyn College 1975 — 1979
BA, Economics and Speech
The Part Monster March 2011 - Present
Coney Island Auto Parts Group July 2004 - Present
Morgan Stanley 1998 - 1999
Skills
Sales Management, Operations Management, International Sales, IT Operations, Internet Entrepreneur, Analytics, Brand Development, Consultants, New Business Development, Marketing Strategy, Retail, Selling, Inventory Management, Automotive Aftermarket, Negotiation, Sales, Pricing, Entrepreneurship, Team Building, Microsoft Office, Automotive, Business Development, Strategic Planning, Business Strategy, P&L Management, Marketing, Customer Service, Management, Leadership, Business Planning, Public Speaking, Forecasting
Education
City University of New York-Brooklyn College 1999 — 2003
Bacehlors, Business Management and Finance
CIT March 2015 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.) December 2010 - March 2015
Fidelity Investments September 2007 - April 2010
Morgan Stanley August 2000 - September 2007
Pershing January 1997 - August 2000
Skills
Asset Management, Cash Management, Banking, Cash, Internal Controls, Equities, Securities, Risk Management, Mutual Funds, Series 7, Funding, Trading, Financial Services, Treasury Management, Settlement, Trading Systems, Relationship Management, Treasury, Operational Risk, Operational Risk..., Liquidity Management, AML, Liquidity Risk, Portfolio Management, Back Office, Finance, Fixed Income, Hedge Funds, Investment Banking, Financial Risk, Series 63, Derivatives, Alternative Investments, FX Options, Options, Bloomberg, Asset Managment, Due Diligence, Financial Markets, Investments, Payments, Capital Markets
Education
Fordham Gabelli School of Business 1991 — 1995
MBA, Management and Finance
City University of New York-Brooklyn College 1986 — 1988
BS, Management and Finance
University at Albany, SUNY 1983 — 1986
Economics
Nazareth Regional High School 1979 — 1983
Verizon Business January 2013 - Present
Verizon Business January 2012 - January 2013
Verizon Business October 2010 - January 2011
Verizon Business February 2010 - November 2010
Morgan Stanley May 2008 - March 2009
Morgan Stanley January 2006 - May 2008
Morgan Stanley April 2001 - December 2005
Skills
Service Delivery, Managed Services, Operational Efficiency, Incident Management, ITIL, Outsourcing, VoIP, Management, CRM, Disaster Recovery, Process Improvement, IT Management, IT Outsourcing, Business Continuity, Telecommunications, Data Center, Business Process, Security, Cross-functional Team..., Project Planning, Project Delivery, Integration, Governance, IT Strategy, IT Operations, Project Management, Vendor Management, IT Service Management, Leadership, Operational Excellence, Call Centers, Analysis, Information Technology, Infrastructure, Enterprise Architecture, Project Portfolio..., Business Process..., PMO, System Deployment, Program Management
Education
City University of New York-Brooklyn College
Stony Brook University
Misys November 2008 - Present
Actualize Consulting October 2006 - Present
Fannie Mae 2006 - 2007
DGINC 2005 - 2005
Credit Suisse Group 1987 - 2004
Morgan Stanley 1984 - 1987
Skills
Data Warehousing, IT Strategy, Business Intelligence, IT Governance, IT Management, PMO, Web Development, Agile Project Management, Database Design, Data Mining
Education
City University of New York-Brooklyn College 1972 — 1976
BS, Computer Science & mathematics major
Morgan Stanley June 2013 - Present
SANFORD C. BERNSTEIN LLC/ALLIANCE CAPITAL June 2004 - July 2012
Alliance Bernstein LLC June 2004 - June 2012
AllianceBernstein LLC June 2000 - June 2004
SANFORD C. BERNSTEIN LLC/ ALLIANCE CAPITAL January 2000 - January 2004
SANFORD C. BERNSTEIN & CO January 1990 - January 2000
Sanford C. Bernstein November 1990 - June 1999
Skills
Microsoft Word, Wordperfect, Microsoft Office, Microsoft Excel, BTS, Gloss, Equities, Trading, Options, Middle Office, Financial Services, Corporate Actions, Securities, Bonds, Settlement, Fixed Income, Derivatives, Bloomberg, Back Office, Hedge Funds, Banking, Prime Brokerage
Education
Brooklyn College 1986 — 1990
Bachelor of Applied Science (BASc), Business/Managerial Economics
Brooklyn College
Bachelor of Science, Business Management and Finance
Morgan Stanley April 2012 - Present
Brooklyn Federal Savings Bank/ Investors Bank April 2008 - January 2012
Brooklyn Federal Savings Bank April 2006 - April 2008
Brooklyn Federal Savings Bank December 2001 - January 2006
Skills
Microsoft Office, Data Warehousing, Peachtree, Quicken, OSI, Prologue, Pivot Tables, Data Analysis, 10Q, 10K, Reconciliations, Accounting, Bookkeeping, General Ledger, Financial Reporting, Accruals, Journal Entries, Bank Reconciliation, Banking, Consolidation, Notary Public, Account Reconciliation, Credit Analysis
Education
Brooklyn College 2004 — 2006
Bachelor of Science, Accounting
Kingsborough Community College 2001 — 2004
Liberal Arts, Accounting
Morgan Stanley March 2015 - Present
Brooklyn College Learning Center October 2014 - March 2015
US Attorneys Office June 2014 - October 2014
Skills
Microsoft Word, Microsoft Excel, SPSS, Writing, Academic Tutoring, Peer Mentoring, Peer Tutoring, Community Outreach, Social Media, Teamwork, Editing, Data Analysis, Teaching, Microsoft Office, PowerPoint, Research, Public Speaking, Event Planning, Customer Service, Social Networking, Time Management, Data Entry, Leadership
Education
City University of New York-Brooklyn College 2012 — 2016
Economics, Psychology
Midwood High School 2008 — 2012
High School
Morgan Stanley February 1980 - Present
Skills
Series 7, Series 63, Series 3, Series 8
Education
Brooklyn College 1974 — 1978
Bachelor of Arts (B.A.), Economics
eCommerce Consortium, Inc February 2002 - Present
McGraw Hill Financial February 2013 - May 2015
Citi November 2011 - July 2012
Thomson Reuters July 2011 - November 2011
The Depository Trust & Clearing Corporation (DTCC) December 2010 - June 2011
Thomson Reuters June 2009 - December 2010
AIG January 2008 - December 2008
Port Authority of NY & NJ April 2005 - January 2008
Morgan Stanley October 2004 - April 2005
Metro Door August 2003 - July 2004
Skills
Vendor Management, PMO, Iso 9000, Business Process..., Pipeline Management, Standards Compliance, Standards Development, Program Management, Project Management, Project Planning, Project Portfolio..., Business Strategy, Risk Management, Change Management, Identity Management, Governance, Process Improvement, Information Architecture, IT Operations Management, Matrix Management, IT Security Policies, IT Security Operations, Storage Virtualization, Application..., Network Virtualization, Datacenter..., OS Virtualization, Hardware Virtualization, Resource Management, Offshore Resource..., Global Resource..., Technical Resource..., IT Procurement, Application Development..., Global Application..., Workstream, EMC Storage, Asset Managment, Large Team, IT Strategy, Time Management, Capital Budgeting, Operating Budgets, Clarity, Business Continuity..., Disaster Recovery, SDLC, ITIL, MS Project, Servers
Education
Grumman Data Systems Institute
Diploma, Computer Programming
City University of New York-Brooklyn College 1981 — 1985
BS, Computer Science
EY January 2015 - Present
IBM Global Business Services August 2008 - January 2015
Morgan Stanley August 2007 - August 2008
BusinessEdge Solutions October 2006 - March 2007
IBM Business Consulting Services October 2001 - October 2006
PricewaterhouseCoopers April 1997 - October 2001
Skills
IT Strategy, PMO, Management Consulting, Business Transformation, Business Process..., Business Process, Business Analysis, Business Intelligence, Project Portfolio..., Program Management, Enterprise Architecture, PMP, Siebel, SDLC, Governance, IT Transformation, Professional Services, Solution Architecture, Change Management, CRM, Management, Business Strategy, Project Management, Vendor Management, IT Management, Software Project..., Project Delivery, Pre-sales, Resource Management, Global Delivery, Consulting, Integration, Process Improvement, Leadership, Data Warehousing, Outsourcing
Education
City University of New York-Brooklyn College
Bachelors, Computer Information Science
City University of New York-Brooklyn College
Bachelor of Science (BS), Computer Science
Morgan Stanley 2007 - Present
Education
City University of New York-Brooklyn College
BS
II LO
Mizuho Securities USA Inc. October 2014 - Present
Bank of America June 2013 - October 2014
Morgan Stanley September 2007 - June 2013
UBS Wealth Management May 2006 - September 2007
UBS Investment Bank March 2005 - May 2006
JP Morgan March 2004 - March 2005
UBS September 1999 - September 2004
Prudential securities 1998 - 1999
Skills
Series 24, Derivatives, Java, Risk, Business Analysis, SDLC, Risk Management, Fixed Income, Visio, Vendor Management, Equities, Banking, Sybase, IT Management, Unix, Process Improvement, Vendor Relations, Customer Relations, Program Management, Portfolio Management, Process Engineering, Excel, SQL, Trading Systems, MS Project, SharePoint, PowerPoint, Word, SQL Server, Microsoft Office, Requirements Analysis, Capital Markets, Analysis, Problem Solving, J2EE, Software Project..., User Acceptance Testing, Disaster Recovery, Project Planning, Integration, Application Development, Business Requirements, Production Support, PMP, Market Data, Project Management, Software Development, Agile Methodologies, Financial Risk
Education
City University of New York-Brooklyn College
MA, BA, Economics
CIT July 2014 - Present
CIT July 2011 - June 2014
Morgan Stanley February 2009 - June 2011
Morgan Stanley October 2005 - January 2009
J.P. Morgan September 2001 - September 2005
Skills
Financial Analysis, Financial Modeling, Treasury Management, Fixed Income, Capital Markets, Management, Derivatives, Corporate Finance, Finance, Risk Management
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
Master of Business Administration (MBA), Strategy & Accounting
Brooklyn College 1998 — 2001
Bachelor of Science (BS), Business, Management, and Finance
City of New York December 2008 - Present
Related Management August 2004 - December 2008
Morgan Stanley January 2000 - August 2003
Marvel Comics June 1994 - October 1998
Education
New York University 2001 — 2003
Certificate, Human Resources Management
New York University 1997 — 1997
Certificate, Internet Technology
New York University 1983 — 1985
Diploma, Computer Technology
City University of New York-Brooklyn College 1972 — 1976
Bachelor of Arts, English Literature
DSA Realty Services October 2014 - Present
Bellmarc Realty April 2010 - October 2014
Ardor New York Real Estate September 2008 - April 2010
Morgan Stanley January 1996 - June 2008
Nebyn-Peterson Associates May 1988 - December 1995
Lehman Brothers July 1980 - May 1987
Skills
Selling, Investment Properties, Residential Homes, Real Estate Development, Real Estate, Real Estate Transactions, Leases, Contract Negotiation, Marketing, Condos, Commercial Real Estate, Brokerage, Property, Relocation, Investors, Rentals, First Time Home Buyers, Short Sales, Sellers, Luxury, Listings, Negotiation, Sales, Real Estate Economics, Foreclosures, Apartments, Marketing Strategy, Property Management, Budgets, Referrals, Financial Analysis, Asset Management, Investments, Townhomes
Education
City University of New York City College
Bachelor of Architecture (B.Arch.)
New York University
Master of Urban Design
Morgan Stanley May 2015 - Present
Interactive Data December 2011 - May 2015
Morgan Stanley Smith Barney December 2007 - December 2011
Thomson Financial June 2005 - December 2007
Thomson Financial April 2001 - June 2005
ILX Systems February 1999 - March 2001
Education
City University of New York City College 1995 — 1999
Bachelor of Engineering, Electrical Engineering
UnitedHealthcare August 2012 - Present
Civilian Complaint Review Board August 2007 - August 2012
Morgan Stanley September 2006 - June 2007
New York City Council September 2005 - June 2006
Skills
Program Management, Private Investigations, Legal Research, Public Speaking, Research, Analysis, PowerPoint, Policy, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Data Analysis, Social Media, Customer Service, SPSS, Fraud, Investigation
Education
John Jay College of Criminal Justice 2009 — 2011
Master's Degree, Criminal Justice
City University of New York-Brooklyn College 2004 — 2007
Bachelor of Arts (B.A.), History
Yeshivah Of Flatbush 1999 — 2003
Associated of Certified Fraud Examiners
Certified Fraud Examiner
Morgan Stanley February 2014 - Present
Morgan Stanley Smith Barney June 2009 - Present
Citi June 2008 - June 2009
Legg Mason December 2005 - June 2008
Citi July 1995 - December 2005
Skills
Series 63, Series 7, Separately Managed..., Series 65, Wealth Management, Investment Advisory, Equities, Asset Management, Investments, Investment Management, Portfolio Management, Wealth Management..., Financial Services
Education
City University of New York-Brooklyn College 1990 — 1995
Bachelor of Science (B.S.), Business, Management, and Finance
. Program DirectorFinancial Women's AssociationJuly 2008 - July 2011
Morgan Stanley 1989 - 2007
Goldman Sachs 1980 - 1988
Goldman Sachs 1980 - 1988
Education
City University of New York-Brooklyn College 1974 — 1978
Physical Education
Enterprise Holdings Inc. February 2005 - January 2014
Morgan Stanley August 2003 - October 2004
AllianceBernstein May 2001 - July 2003
UBS PaineWebber March 2001 - April 2001
JPMorgan Chase December 1999 - January 2001
citibank 1998 - 1999
Royal Alliance Associates INC 1997 - 1998
Skills
Customer Service, Operations Management, Inventory Management, Automotive, Risk Management, Budgets, Sales Management, Customer Satisfaction, Marketing, Team Building, Profit, Customer Retention, Account Management, Training, Leadership, Management
Education
City University of New York-Brooklyn College 1991 — 1995
BA, Television & Radio Communication and Production
Kingsborough Community College 1989 — 1991
Radio Broadcast management, Radio Communications
Always Matter May 2015 - Present
Weil, Gotshal & Manges LLP April 2011 - April 2015
Life Noted January 2008 - April 2015
Nexant April 2008 - January 2009
Credit Suisse February 2006 - July 2007
Merrill Lynch January 2005 - January 2006
Morgan Stanley January 1998 - August 2001
Skills
Editing, Project Management
Education
City University of New York City College 2002 — 2007
Bachelor of Arts (B.A.), Theatre/Theater
Weil, Gotshal & Manges April 2006 - Present
Morgan Stanley July 2004 - April 2006
Shearman & Sterling LLP May 2001 - July 2004
Skills
SharePoint, Vendor Management, Lotus Notes, Disaster Recovery, IT Strategy, Process Improvement, Business Analysis, Project Management, Visio, Management, Blackberry Enterprise..., Software Documentation, Active Directory, Contract Negotiation, Outlook, SQL, Citrix, Microsoft Office, ITIL v3 Foundations..., Troubleshooting, Technical Support, CRM, Security, System Administration, Data Center, Project Planning, Team Leadership, Document Management, MCTS - SQL Server 2005..., ITIL, Microsoft SQL Server, PMI Member, Microsoft Infopath, Office 365, VMware Fusion, ITIL Certified, Technical Documentation, Mac OS, iPad
Education
City University of New York-Brooklyn College 1993 — 1997
Bachelor of Arts (B.A.), Television and Radio
Morgan Stanley December 2007 - Present
Morgan Stanley Smith Barney 1991 - Present
New York City Health & Hospitals August 1987 - June 1991
Pershing June 1980 - March 1985
Skills
Fixed Income, Vendor Management, Series 7
Education
City University of New York City College 2000 — 2004
PwC September 2011 - Present
Oak Hill Capital December 2007 - August 2011
Morgan Stanley 2005 - 2007
Bear Stearns 2002 - 2005
The Guardian Life Insurance Company of America 2001 - 2002
Nomura 2000 - 2001
Skills
Bloomberg, Hedge Funds, Financial Modeling, Financial Analysis, Valuation, Due Diligence
Education
City University of New York-Brooklyn College 2008 — 2011
BS, Accounting
Columbia University in the City of New York 2000 — 2002
N/A, Economics
Deutsche Bank June 2014 - June 2015
IPsoft April 2013 - January 2014
Morgan Stanley September 2007 - January 2013
Morgan Stanley 2001 - 2007
Morgan Stanley 1999 - 2002
Credit Suisse 1998 - 1999
Brooklyn College 1995 - 1999
Skills
Trading Systems, Capital Markets, Fixed Income, Derivatives, Equities, Investment Banking, Sybase, Hedge Funds, Market Data, Unix, Access, Basel II, Business Analysis, Credit Derivatives, Credit Risk, Databases, Disaster Recovery, Electronic Trading, FX Options, Financial Services, Foreign Exchange, Interest Rate..., Linux, Low Latency, Microsoft SQL Server, Prime Brokerage, Quantitative Analytics, Risk Management, SDLC, Servers, Trading, User Acceptance Testing, VBA
Education
City University of New York-Brooklyn College 1994 — 1998
Bachelor of Science (B.S.)
The New York Times July 2004 - Present
A.B. Watley October 2002 - July 2004
Morgan Stanley November 2002 - January 2003
Morgan Stanley May 2000 - February 2002
Thomson Financial January 2000 - April 2000
Resident Publications September 1995 - December 1999
Skills
InDesign, Photoshop, Pagination, CCI Layout Champ
Education
City University of New York-Brooklyn College 1996 — 2000
Bachelor of Arts (B.A.), Journalism
Northwestern Mutual January 2015 - May 2015
Defense Contract Management Agency (DCMA) January 2013 - October 2014
Nationwide Insurance May 2010 - October 2012
SC Department of Administration (was DSIT) January 2009 - June 2009
Lehman Brothers June 2004 - March 2008
Morgan Stanley September 2003 - April 2004
JPMorgan Chase 1999 - 2002
Lasercom SA May 1995 - July 1998
DMR Consulting 1992 - 1993
New York Life Insurance Company 1992 - 1993
Education
City University of New York-Brooklyn College 1980 — 1985
Bachelor’s Degree, Computer and Information Sciences, General, 2.50
Credit Suisse January 2013 - Present
Credit Suisse May 2004 - January 2013
Morgan Stanley September 2003 - May 2004
Skills
Prime Brokerage, Middle Office, Fixed Income, Equities, Hedge Funds, Securities Lending, Series 7, Investment Banking, Back Office, Securities, Settlement, DTC, Equity Derivatives, Series 63
Education
City University of New York-Brooklyn College 2001 — 2003
BS, Business Management and Finance
Brooklyn Technical High School 1994 — 1998
Financial West Group July 2007 - Present
Magaldi Real Estate January 1987 - Present
Magaldi Financial February 1973 - Present
Morgan Stanley July 2004 - June 2007
Education
University of San Fernando Valley School of Law 1973 — 1977
Juris Doctor, General Law
City University of New York-Brooklyn College 1968 — 1972
Bachelor of Science, Accounting
Memorial Sloan-Kettering Cancer Center December 2011 - Present
Morgan Stanley October 2010 - August 2011
BNP Paribas Fortis November 2009 - March 2010
Citi October 1983 - October 2008
Education
City University of New York-Brooklyn College
Bachelors, Computer Information Science
Signature Bank 2007 - Present
Morgan Stanley 2004 - 2007
Citibank 2002 - 2007
Education
Brooklyn College
Bachelor of Science, Business Management & Finance
Joe Torre Safe at Home Foundation August 2010 - November 2010
Morgan Stanley May 1989 - August 2008
Skills
Event Planning, Corporate Branding, Direct Mail, Art Direction, Graphic Design, Advertising, Marketing, Web Design, Newsletters, Creative Direction, Brochures, Copywriting, Brand Development, Email Marketing
Education
City University of New York-Brooklyn College 1968 — 1972
B.A., English
NextEra Energy Resources 2011 - Present
FPL Energy 2007 - Present
FPL Energy May 2007 - February 2011
Employers (formerly AmCOMP, Inc.) 2005 - 2007
AmCOMP 2005 - 2007
Morgan Stanley January 2003 - 2005
Morgan Stanley 2003 - 2005
Morgan Stanley 1999 - 2003
Reuters Instinet March 1997 - March 1999
Instinet 1996 - 1999
Skills
Trading System,..., Risk Management, Management, Energy, Business Analysis, Information Technology, Commodity Markets, Process Improvement, Business Process..., Renewable Energy, Program Management, Project Management, Energy Markets, Integration, Visio, Analysis, SDLC, Business Process, Software Project..., Vendor Management, Trading Systems, Accounting, Software Documentation, Databases, Enterprise Architecture, Testing, Agile Methodologies, MS Project, Strategy, Strategic Planning, Business Strategy, Smart Grid, Financial Analysis, Energy Policy, Requirements Analysis, Data Warehousing, Process Engineering, Financial Modeling
Education
City University of New York-Brooklyn College 1989 — 1993
B.A, Political Science
Morgan Stanley September 2009 - Present
Mitchell/Martin Inc. July 2009 - September 2009
Morgan Stanley September 1989 - January 2009
Morgan Stanley January 1989 - January 1999
Chase Home Finance January 1987 - September 1989
EDS Group 1984 - 1988
Nomura Securities 1986 - 1987
Skills
Mainframe, Information Technology, Project Planning, Risk Management, Vendor Management, Project Management, Investment Banking, SDLC, Fixed Income, Trading Systems, Sybase, Portfolio Management, Capital Markets, Business Analysis, Hedge Funds
Education
City University of New York-Brooklyn College 1975 — 1980
BA, Politcal Science
AllianceBernstein March 2004 - Present
Morgan Stanley November 1994 - November 2001
Skills
Email Marketing, PowerPoint, Microsoft Office, Adobe Acrobat, Microsoft Excel, Microsoft Word, Marketing Communications, Desktop Publishing, Dreamweaver, Editing, Adobe Creative Suite, Visio, InDesign, SQL, Web Development, Excel, Word, Pardot, ExactTarget, Adobe Fireworks, adobe premiere
Education
City University of New York City College
City University of New York City College
Morgan Stanley October 2014 - Present
NYSE Euronext April 2009 - Present
Credit Suisse September 1994 - February 2009
Goldman Sachs 1990 - 1995
Skills
Vendor Management, Strategic Planning, Travel Management, Contract Negotiations, Policy, Vendor Relations, Change Management, Contract Negotiation, Strategy, Hotels, Expense Management, Project Planning, Business Travel, Budgets, Airlines, Account Management, Management, Project Management, Business Development, New Business Development, Strategic Partnerships, Salesforce.com, CRM, Business Strategy, Negotiation, Sales Management, Procurement, Event Management, Operations Management, Pricing, Leadership, Sales, Forecasting, B2B, Relationship Management, Process Improvement, Business Planning, Competitive Analysis, Travel Technology, E-commerce, Outsourcing, Team Building, Cross-functional Team..., International Sales, Program Management, Business Analysis, Online Travel, Key Account Management, RFP, Team Leadership
Education
City University of New York-Brooklyn College 1975 — 1979
B.A.
Morgan Stanley February 1993 - Present
Skills
Bloomberg, Capital Markets
Education
Brooklyn College 1976 — 1978
Bank of America September 2015 - Present
ADP April 2015 - September 2015
Cap Gemini/Ernst and Young July 1997 - August 2001
Salomon Smith Barney January 1997 - June 1997
Seer Technologies, Inc. January 1995 - January 1997
Morgan Stanley January 1994 - January 1995
Prudential Bache Securities January 1988 - January 1994
Skills
Temporary Placement, Interviews, Onboarding, Sourcing, Human Resources, Customer Service, Screening Resumes, Management, Strategic Planning, Hiring, Consulting, Leadership, Recruiting, CRM, Employee Benefits, Applicant Tracking..., Technical Recruiting
Education
Brooklyn College
Bachelor of Science, Psychology
City University of New York-Brooklyn College
Bachelor's Degree, Psychology
City University of New York-Brooklyn College
Morgan Stanley Private Bank, NA September 2011 - Present
Morgan Stanley Smith Barney March 1979 - Present
Morgan Stanley Smith Barney February 2011 - September 2011
Morgan Stanley 1995 - 2009
Dean Witter Reynolds 1978 - 1985
Skills
Fixed Annuities, Series 24, Series 7, Series 63, Securities, Mutual Funds, Retirement Planning, Investments, Equities, Asset Managment, Wealth Management, Financial Services, Strategic Financial..., Risk Management, High Net Worth...
Education
City University of New York-Brooklyn College 1973 — 1978
B.S. Accounting, Economics
Bishop Ford 1969 — 1972
high school, College Prep
General Networks Corporation September 2014 - Present
Crescent Capital Group September 2014 - Present
Morgan Stanley May 2013 - August 2014
Berkery, Noyes & Co., LLC February 2012 - May 2013
TCS Premier September 2008 - February 2012
GlobeOp Financial Services February 2007 - August 2008
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Analysis, Financial Analysis, Equities, Vendor Management, Investments, Finance
Education
City University of New York-Brooklyn College
Bachelor of Business Administration (BBA), Business Administration and Management, General
U. S. Securities and Exchange Commission - Contractor June 2013 - Present
Bank of America July 2010 - December 2010
Robert Half Finance & Accounting 2009 - 2010
BONY May 2001 - April 2009
bank of new york 2001 - 2009
bank of new york 2001 - 2009
Morgan Stanley/Dean Witter January 2000 - May 2001
morgan stanley 2000 - 2001
Skills
Accounting, Account Reconciliation, Finance, Internal Audit, General Ledger, Financial Statements, Investments, Cash Flow, Analysis, Management, Fund Accounting, Portfolio Management
Education
City University of New York-Brooklyn College 1997 — 1999
BS, Accounting
Bramson ORT 1995 — 1997
AS, Accounting
Morgan Stanley VP Quality AssuranceInstinet2000 - 2005
Thomson Reuters June 1996 - July 2000
NYC Dept. Of General Services June 1993 - July 1996
Northrop Grumman Corporation September 1985 - June 1993
Education
City University of New York City College 1989 — 1991
MSIS, Information Systems
City University of New York City College 1980 — 1984
BEEE, Electrical Engineering
Curti & Associates August 2010 - Present
National City Bank April 2008 - April 2010
Professional Planners May 2002 - February 2008
Morgan Stanley September 2001 - May 2002
Oppenheimer December 1996 - August 2001
Bank of America (Security Pacific) June 1985 - December 1996
Marine Midland Bank June 1983 - August 1985
Spear Leeds & Kellogg March 1980 - June 1983
Merril Lynch July 1974 - March 1980
Skills
Fixed Annuities, Management, Bonds, Small Business, Investments, Securities, Customer Service, Banking
Education
City University of New York-Brooklyn College 1974 — 1984
No, Liberal Arts and Sciences/Liberal Studies
Self Employed Computer Software August 2009 - Present
Bank of New York, New York Mellon April 2001 - July 2009
Morgan Stanley Dean Witter July 1999 - April 2001
Morgan Stanley August 1996 - September 1997
Accessible Software, Inc. May 1995 - September 1996
Candle Corporation November 1991 - May 1995
Online Software International May 1991 - September 1991
Spectrum Concepts Inc. June 1990 - May 1991
Columbia Presbyterian Medical Center, Beth Israel Medical Center, ISOTEL, Gibbs and Hill, Inc. June 1980 - June 1990
Education
Brooklyn College 1972 — 1974
Bachelor of Arts (B.A.), Chemistry
Polytechnic Institute of Brooklyn 1969 — 1971
Electrical Engineering
TD Securities February 2014 - Present
Morgan Stanley July 2012 - June 2013
Citi December 2011 - July 2012
Barclays Capital October 2009 - November 2011
Morgan Stanley Investment Management February 2005 - October 2009
Skills
Settlement, Integration, Fixed Income, C#, Java, Trading, Web Applications, Android Development, Python, Django, jQuery, Financial Risk, Prime Brokerage, SDLC, Risk Management, Perl, Trading Systems
Education
City University of New York City College 2001 — 2005
BS, Computer Science
City WingTsun
Morgan Stanley December 1996 - Present
Skills
Enterprise Architecture, Sybase
Education
City University of New York City College
Columbia Engineering
Societe Generale July 2010 - February 2011
Morgan Stanley Prime Brokerage 1991 - 2009
Morgan Stanley November 1991 - December 2008
Lafer Amster & Co April 1982 - November 1991
Skills
Hedge Funds, Prime Brokerage, Client Services, Equities, Fixed Income, Derivatives, Alternative Investments, Securities, Series 7, Financial Risk, Trading Systems, Middle Office, Financial Services, Trading, Options, Investment Banking, Capital Markets, Risk Management, Bloomberg, Portfolio Management, Investments, Securities Lending
Education
City University of New York-Brooklyn College 1973 — 1974
Barclays Capital 2012 - Present
Nool Family January 2005 - Present
Merrill Lynch-BAC September 2005 - August 2010
Morgan Stanley July 2003 - September 2005
Skills
Fixed Income, Derivatives, Capital Markets, Bloomberg, Investment Banking, Credit Derivatives, Interest Rate..., Prime Brokerage, Structured Products, Swaps, Electronic Trading, Hedge Funds
Education
City University of New York-Brooklyn College 1995 — 2001
B.S., Computational Mathematics
Citigroup September 2007 - Present
Morgan Stanley 2001 - August 2007
Skills
Financial Services, Banking, Equities, Securities, Investments, Relationship Management, Brokerage, Prime Brokerage, Settlement, Confirmation, Operations Management, Leadership, Strategy, Foreign Exchange, Options, Fixed Income, Debt & Equity Financing, Nostro Reconciliation, DTC, SWIFT payments, SWIFT messaging, SWIFT messages, Reuters, Client Service Oriented, CRM, General Ledger, Documentations, Business Requirements, Accounts Payable, Accounts Receivable, Business Process..., Analysis, Testing, Account Reconciliation, Payments, Electronic Payments, Payment Systems, Dividends, Regulatory Guidelines, Business Process..., Corporate Actions, Financial Reporting, Training, Claims Investigations, Research, Productivity, Auditing, Risk Management, Compliance, Trading
Education
City University of New York-Brooklyn College
Bachelor's Degree, Bachelor of Arts in Psychology
Morgan Stanley February 2011 - Present
JPMorgan Chase January 2006 - November 2009
JPMorgan Chase April 2005 - January 2006
JP Morgan Investor Services February 2002 - April 2005
JP Morgan Investor Services February 2000 - February 2002
JP Morgan Investor Services August 1998 - February 2000
Education
City University of New York-Brooklyn College 1991 — 1993
MA, Organizational Psychology
Rutgers University-New Brunswick 1986 — 1990
BA, Psychology
Carpenters Union Local 210 2008 - 2012
Miller Automobile Corporation 2006 - 2008
National Center on Addiction and Substance Abuse at Columbia University 2003 - 2004
Merkley + Partners 2000 - 2002
Morgan Stanley 1995 - 1999
Skills
Executive Level..., Writing, Proofreading, Solid computer skills, Project Management, research, event planning, customer service, records management, Grant Preparation, ability to learn new..., Flexible approach to..., certificate of..., Event Planning, fund raising, Publicity, Travel Arrangements, Calendaring, Customer Service, Expense Reports, Calendars, Research, Spreadsheets, Executive..., Fundraising
Education
AADA
AADA
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), English Language and Literature, General
CBS Corporation June 2006 - November 2009
Morgan Stanley May 2005 - February 2006
Chase Bank July 2003 - April 2005
Marsh Inc April 2002 - April 2003
American Express October 2000 - April 2002
Merrill Lynch December 1998 - October 2000
New York Life Insurance September 1995 - December 1998
Skills
Microsoft Project, Microsoft Office, SharePoint, Human Resources, Visio, PeopleSoft, MS Project, Outlook, Spreadsheets, Microsoft Excel, Process Improvement, Microsoft Word, Project Management, Budgets, System Administration, Management, Databases, Business Analysis, Project Planning, Team Building, SDLC, Software Documentation, PMO, Leadership, Program Management, ERP
Education
City University of New York-Brooklyn College 2015 — 2016
Master of Business Administration (M.B.A.), Global Business and Finance
Brooklyn College 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Business Administration, Law and Real Estate
Kingsborough Community College 2011 — 2013
Associates, Business Administration and Management, General
TriZetto Corporation January 2014 - Present
MultiPlan 2008 - 2013
Morgan Stanley 2005 - 2008
Prudential Financial 2003 - 2005
Prudential Financial 2002 - 2003
Prudential Financial 1998 - 2002
Prudential Financial 1991 - 1998
Prudential Financial 1987 - 1991
Prudential Financial 1985 - 1987
Skills
Process Improvement, User Acceptance Testing, Quality Assurance, Software Quality..., Software Project..., Requirements Analysis, Testing, SDLC, Business Analysis, HIPAA, Vendor Management, Healthcare Information..., Integration, Test Automation, Quality Center, Test Planning, Software Development, Requirements Gathering, Cross-functional Team..., Agile Methodologies, Software Documentation, Waterfall, SharePoint, PMO, PMP
Education
City University of New York-Brooklyn College
Bachelor of Science
Morgan Stanley June 2009 - Present
Citi January 2006 - June 2009
Salmon Smith Barney June 2002 - June 2006
Salmon Smith Barney August 1997 - June 2002
Primark May 1994 - July 1997
Skills
Project Management, System Administration, Enterprise Architecture, Windows Server, Disaster Recovery, Market Data, Project Planning, Data Migration, System Architecture, VMware Infrastructure, Networking, Network Design, Network Load Balancing, Network Administration, Risk Management, Microsoft Cluster, Architectural Design, Integration, SDLC, ePolicy Orchestrator, Active Directory, NetBackup, Terminal Server, McAfee Antivirus, Bloomberg Terminal, Windows, Shell Scripting
Education
City University of New York City College 1992 — 1995
MS, Computer Science
BS Computer Science 1985 — 1989
Ebix 2007 - Present
Crump Insurance January 2007 - June 2007
Morgan Stanley 2002 - 2006
Merrill Lynch October 2000 - December 2001
Merrill Lynch January 1997 - October 2000
Skills
Business Analysis, SQL, Derivatives, Equities, XML, Long-term Care, Universal Life, Microsoft Office, MS-DOS, Software Documentation, Business Intelligence, Insurance, Call Centers, Sales Operations, Sales
Education
Long Island University, Brooklyn Campus 1996 — 1996
Paralegal Certificate
Brooklyn College 1993 — 1995
Kingsborough Community College 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Radio and Television
SNAP Interactive, Inc. January 2008 - Present
Morgan Stanley September 2002 - November 2009
Teltran International January 2000 - August 2001
Skills
US GAAP, Accounting, Start-ups, Financial Audits, SEC filings, Financial Modeling, Finance, MBS, Analytics, Financial Reporting, Sarbanes-Oxley Act
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Accounting
St. Francis College
DRS Technologies, Inc. September 2004 - Present
Citi March 2000 - September 2004
Morgan Stanley January 1999 - March 2000
Eurobrokers August 1994 - January 1999
Skills
Hyperion Enterprise, Financial Analysis, Business Analysis, Requirements Analysis, Essbase, Business Intelligence, Process Improvement, Cognos, ERP, Hyperion Planning, Integration, Data Warehousing, Financial Systems, Financial Reporting, Finance
Education
Brooklyn College 1988 — 1992
BNY Mellon April 2011 - Present
Morgan Stanley April 2010 - November 2010
Sephardic Renaissance Organization January 2006 - April 2010
Skills
Access, Management, Recruiting, Finance, Customer Service, Newsletters, Databases, Networking, Financial Services, Derivatives, Analysis, Financial Risk, Financial Reporting, Microsoft PowerPoint
Education
City University of New York-Brooklyn College 2005 — 2009
Bachelor of Science, Finance
2009
Bachelor of Science, Business Management and Finance
Citi November 2004 - Present
Citigroup, Inc November 2004 - Present
Lehman Brothers December 2000 - November 2005
Lehman Brothers, Inc August 1999 - November 2004
Morgan Stanley September 1998 - November 1999
Morgan Stanley, Dean Witter Co January 1998 - August 1999
Skills
Credit Risk, Credit, Counterparty Risk, Credit Analysis, Stress Testing, Operational Risk, Basel II, Regulatory Reporting, Risk Management Systems
Education
Brooklyn College
BA, Accounting
Morgan Stanley October 1980 - January 2008
Education
Brooklyn College
BA, Sociology
Forex Capital Advisors April 2012 - Present
Morgan Stanley 2009 - 2012
J.P. Morgan/ Bear Stearns 1988 - 2009
Skills
Derivatives, Foreign Exchange, Foreign Exchange Risk..., Business Development, FX trading, Proprietary Trading, Reuters, EBS, FX Hedging, Hedge Funds, Fixed Income, Trading, Options, Financial Structuring, Capital Markets, Equities, Structured Products, Emerging Markets, Currency, Trading Systems, Swaps, Electronic Trading, Interest Rate..., Financial Markets, Prime Brokerage, Global Macro, Bonds, Bloomberg
Education
City University of New York-Brooklyn College
JPMorgan Chase & Co. January 2015 - Present
Morgan Stanley January 2010 - December 2014
Presti & Naegele 2007 - 2010
Skills
US GAAP, GAAP, Accounting, Tax, Financial Reporting, Financial Analysis, Corporate Tax, Tax Preparation, Microsoft Excel, Internal Controls, Tax Accounting, Financial Accounting, SEC filings, QuickBooks, Income Tax, Finance, Strategic Financial..., Corporate Finance, Cash Management, Financial Statement..., PeopleSoft, Sarbanes-Oxley Act, Payroll, Due Diligence, Financial Services, Bloomberg, Financial Planning
Education
City University of New York-Brooklyn College 1997 — 2001
BS, Business Management & Finance
Credit Suisse March 2015 - Present
Credit Suisse June 2013 - Present
Credit Suisse October 2012 - Present
Morgan Stanley September 2011 - May 2012
Pershing LLC October 2008 - November 2009
Skills
Capital Budgeting, Financial Forecasting, Expense Allocation, Equity Derivatives, Options, Equity Swaps, Strategic Financial..., Trading Operations, Trading, Fixed Income, Hedge Funds, Swaps, Equities
Education
City University of New York-Brooklyn College 2008 — 2011
BA, Business Management and Finance
Brooklyn College
Bachelor of Science, Business, Management and Finance
Prudential Investment Management 2011 - Present
Morgan Stanley 1993 - 2011
Education
Brooklyn College
Business and Information Systems
TELEHOUSE America September 2007 - Present
TELEHOUSE America November 1999 - September 2007
Hines 1996 - 1998
Morgan Stanley 1996 - 1998
Tishman Speyer 1994 - 1996
Bankers Trust 1987 - 1993
Skills
Co-location, Facilities Management, Operations Management, VoIP, Project Management, Data Center, Marketing, Vendor Management, Graphic Design, Microsoft Office, Telecommunications, Contract Negotiation, Budgets, Time Management, HVAC, Management, New Business Development, Asset Management, Solution Selling, Supervisory Skills, Customer Service, Cloud Computing, Negotiation, Networking, Managed Services, Troubleshooting, Salesforce.com, Contract Management, Ethernet, Strategic Planning, Sales Management
Education
Brooklyn College
BS, Accounting
Kingsborough Community College
Associates Degree
Securites America September 2005 - November 2011
Morgan Stanley February 1997 - September 2005
Education
Brooklyn College
B.S., Business, Management & Finance
Cushman & Wakefield June 2013 - Present
AIG February 2012 - June 2013
MF Global September 2008 - February 2012
Morgan Stanley July 1999 - August 2008
Related Capital Company May 1997 - July 1999
EisnerAmper LLP November 1994 - May 1997
Skills
Forecasting, Management Reporting, Financial Variance..., Corporate Budgeting, Plannning, Expense Allocation, Financial Analysis, Budgets, Financial Forecasting, Financial Reporting, Corporate Finance, Financial Services
Education
Brooklyn College 1990 — 1994
BS in Accounting, Accounting
Deutsche Bank January 2010 - Present
Deutsche Bank October 2004 - January 2010
US Trust September 2003 - October 2004
Morgan Stanley January 2000 - September 2003
Morgan Stanley January 1998 - January 2000
Morgan Stanley 1996 - 1998
Bear Stearns 1991 - 1996
Education
Brooklyn College
Bachelor of Science (BS), Accounting
Long Island University, Brooklyn Campus
Master of Business Administration (MBA), Business Administration and Management, General
Morgan Stanley June 2009 - Present
Smith Barney Brokerage Firm February 2004 - June 2009
KEANE June 1997 - February 2004
Skills
Leadership, Wealth Management, Project Management, Vendor Management, Asset Management, Investment Banking, Management, Portfolio Management, Equities, SDLC, Requirements Analysis, Business Analysis, Process Improvement, Risk Management, Financial Services, Fixed Income, Program Management, Integration, Mutual Funds
Education
City University of New York-Brooklyn College 1993 — 1996
Computer Science
Morgan Stanley 1996 - Present
Barclays 1992 - 1996
Skills
Securities, Fixed Income, Equities, Risk Management, Six Sigma, Prime Brokerage, series 7, series 63, PMP Certified
Education
Brooklyn College
Accounting
Advanced Medical Billing, INC September 2008 - Present
Morgan Stanley June 1986 - December 2002
Education
Brooklyn College 1959 — 1960
Prospect Heights High School 1957 — 1959
Penguin Random House August 2014 - Present
J.P. Morgan October 2013 - July 2014
Morgan Stanley January 2012 - October 2013
Deployment coordinator for Equity Trade Support functions for Exchange Traded Funds, Proprietary, an June 2011 - January 2012
Morgan Stanley March 2009 - June 2011
Skills
Fixed Income, Equities, Trading, Investment Banking, Derivatives, FX Options, Financial Modeling, Equity Derivatives, Capital Markets, Asset Managment, Trading Systems, Structured Products, Project Management, Learning & Development..., Learning Management..., Employee Training, Training Delivery, Instructional Design
Education
Brooklyn College 2006 — 2009
MA in Industrial and Organizational Psychology, Learning & Development, 4.0
Brooklyn College 2000 — 2006
BS in Business Management & Finance, 3.0
Tarlow & Co., CPA's September 2003 - Present
Morgan Stanley March 2002 - September 2003
Skills
Accounting, Audit Professionals, Accounting Research, Accounting Standards, Audits of Employee..., Tax, Judicial Accounting, Financial Reporting, US GAAP, Partnership Taxation, General Ledger, Corporate Tax, Tax Preparation, Financial Accounting, GAAP, Auditing, Financial Statements, Tax Returns, QuickBooks, Income Tax, Tax Accounting, Assurance, Consolidation, Internal Controls, Financial Audits, Consolidated Financial..., Tax Research
Education
Brooklyn College 1997 — 2001
Bachelor of Science (BS), Accounting
Morgan Stanley First Vice President, Investment Management ConsultantMorgan StanleyMay 1983 - Present
Skills
Advise clients on long...
Education
City University of New York-Brooklyn College 1962 — 1973
Bachelor of Arts (B.A.), MS, Education, Psychology, Sociolofy
Lazard Frérès 2003 - 2012
Morgan Stanley January 2002 - December 2002
Skills
Desktop Publishing, Computer Graphics, Word Processing, Programming, Composition, Bicycle Repair, Guitarist
Education
Brooklyn College 2001 — 2007
Master of Arts (M.A.), Computer Science
New York University 1993 — 1997
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Morgan Stanley March 1987 - Present
Education
City University of New York-Brooklyn College 1954 — 1958
Bachelor's degree, Business Administration and Management, General, 4.0
Morgan Stanley August 2013 - Present
Roy Teeluck November 2007 - July 2013
Oasis Day Spa July 2003 - October 2007
Skills
Singing, Management, Event Planning, Leadership, Microsoft Excel, Performing Arts, Customer Service, Social Networking, Public Speaking, Entertainment, Research
Education
City University of New York-Brooklyn College 2001 — 2003
Master of Fine Arts (MFA), Acting
San Francisco State University 1997 — 2000
Bachelor's degree, Theatre/Theater
Morgan Stanley September 2010 - Present
Vantage Mortgage April 2010 - June 2010
Skills
Outlook, Onboarding, Document Drafting, Derivatives, Foreign Exchange, Swaps, Prime Brokerage, Asset Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Fixed Income, Wealth Management, Organization, Leadership, Training, Hedge Funds, Risk Management, Securities, Project Management
Education
Queens College
Bachelor of Arts (BA), Economics
City University of New York City College