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
Kalinka Puleva Kamenoff Kalinka Puleva Kamenoff's Morgan Stanley Experience May 2013 - Present
Job Business Analyst II at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley May 2013 - Present
United Nations December 2012 - May 2013
New York County District Attorney's Office September 2012 - December 2012
ARK Corporation Bryant Park Grill April 2008 - October 2010
Agro-Industrial, Inc. January 2004 - March 2007
Avon Foundation for Women September 2001 - May 2006
Skills
Financial Accounting, Forensic Accounting, Managerial Accounting, Budget, Variance Analysis, Non-profits, Managerial Economics, Invoicing, Bank Reconciliation, Financial Crimes..., Personal Income Tax..., Billing Process, Financial Analysis, Forecasting, QuickBooks, Turbo Tax, Communication, Research, Problem Solving, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Budgets, Nonprofits, Management Accounting, Accounts Receivable, Auditing, Banking, Finance, Financial Statements, Outlook, Payroll, Financial Reporting
Education
City University of New York-Hunter College 2010 — 2012
Master's degree, Accounting, 4.0
University of National and World Economy 2005 — 2007
Master's degree, Accounting and Auditing, 3.75
University of National and World Economy 2001 — 2005
Bachelor of Business Administration (BBA)+, Accounting and Auditing, 3.82
Morgan Stanley May 2013 - Present
United Nations December 2012 - May 2013
New York County District Attorney's Office September 2012 - December 2012
ARK Corporation Bryant Park Grill April 2008 - October 2010
Agro-Industrial, Inc. January 2004 - March 2007
Avon Foundation for Women September 2001 - May 2006
Skills
Financial Accounting, Forensic Accounting, Managerial Accounting, Budget, Variance Analysis, Non-profits, Managerial Economics, Invoicing, Bank Reconciliation, Financial Crimes..., Personal Income Tax..., Billing Process, Financial Analysis, Forecasting, QuickBooks, Turbo Tax, Communication, Research, Problem Solving, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Budgets, Nonprofits, Management Accounting, Accounts Receivable, Auditing, Banking, Finance, Financial Statements, Outlook, Payroll, Financial Reporting
Education
City University of New York-Hunter College 2010 — 2012
Master's degree, Accounting, 4.0
University of National and World Economy 2005 — 2007
Master's degree, Accounting and Auditing, 3.75
University of National and World Economy 2001 — 2005
Bachelor of Business Administration (BBA)+, Accounting and Auditing, 3.82
Chris Lattanzio Chris Lattanzio's Morgan Stanley Experience May 2014 - June 2015
Job AVP
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Morgan Stanley May 2014 - June 2015
Federal Reserve Bank of New York May 2011 - March 2014
Federal Reserve Bank of New York May 2010 - May 2011
Aon Risk Services January 2000 - January 2010
Sedgwick CMS January 1999 - January 2001
Skills
Risk Management, Process Improvement, Insurance, Cross-functional Team..., Program Management, Leadership, Project Management, Analytics, Business Intelligence, Business Analysis, Data Analysis, Access, Databases, Visio, Forecasting, Budgets, Requirements Gathering, Microsoft Excel, Financial Risk, Microsoft Office, PowerPoint, Bloomberg, Analysis, Business Development, Business Process...
Education
City University of New York-Hunter College 2001 — 2006
Susan E. Wagner High School 1996 — 2000
St. Rita 1990 — 1996
Hunter College, CUNY
BA, Creative Writing
Credit Suisse July 2015 - Present
Morgan Stanley May 2014 - June 2015
Federal Reserve Bank of New York May 2011 - March 2014
Federal Reserve Bank of New York May 2010 - May 2011
Aon Risk Services January 2000 - January 2010
Sedgwick CMS January 1999 - January 2001
Skills
Risk Management, Process Improvement, Insurance, Cross-functional Team..., Program Management, Leadership, Project Management, Analytics, Business Intelligence, Business Analysis, Data Analysis, Access, Databases, Visio, Forecasting, Budgets, Requirements Gathering, Microsoft Excel, Financial Risk, Microsoft Office, PowerPoint, Bloomberg, Analysis, Business Development, Business Process...
Education
City University of New York-Hunter College 2001 — 2006
Susan E. Wagner High School 1996 — 2000
St. Rita 1990 — 1996
Hunter College, CUNY
BA, Creative Writing
Maria Alevrontas Maria Alevrontas's Morgan Stanley Experience January 1996 - December 2000
Job Administrative Assistant/Graphic Design
Industry Research
Experience
Board of Education May 2013 - Present
Population Council September 1997 - December 2011
Morgan Stanley January 1996 - December 2000
Natural Resources Defense Council January 1987 - December 1994
Skills
Graphic Design, Administrative Support, Microsoft Office, Spreadsheets, Presentation Specialist, Project Coordination, Adobe Creative Suite, Photography, Organization, Early Childhood..., Elementary Education, Nonprofits, Administrative..., Event Planning, Microsoft Word, Public Relations, Customer Service, Editing, Research, Fundraising, Proofreading, Newsletters, Public Speaking, Teaching, Event Management, PowerPoint
Education
Fashion Institute of Technology
BFA, Graphic Design
Hunter College
BS, computer Science
Hunter College
MA, Early Childhood Elementary Education
Board of Education May 2013 - Present
Population Council September 1997 - December 2011
Morgan Stanley January 1996 - December 2000
Natural Resources Defense Council January 1987 - December 1994
Skills
Graphic Design, Administrative Support, Microsoft Office, Spreadsheets, Presentation Specialist, Project Coordination, Adobe Creative Suite, Photography, Organization, Early Childhood..., Elementary Education, Nonprofits, Administrative..., Event Planning, Microsoft Word, Public Relations, Customer Service, Editing, Research, Fundraising, Proofreading, Newsletters, Public Speaking, Teaching, Event Management, PowerPoint
Education
Fashion Institute of Technology
BFA, Graphic Design
Hunter College
BS, computer Science
Hunter College
MA, Early Childhood Elementary Education
Emily Hashimoto Emily Hashimoto's Morgan Stanley Experience September 2007 - June 2008
Job VP Project Finance & Infrastructure Banking
Industry Investment Banking
Experience
BMO Capital Markets February 2011 - Present
RBC Capital Markets January 2010 - February 2011
Shattuck Hammond Partners July 2008 - August 2009
Morgan Stanley September 2007 - June 2008
UBS September 2006 - September 2007
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Bloomberg, Financial Analysis, Series 7, Due Diligence, Banking, Project Finance, Private Equity, Structured Finance, Financial Structuring, Infrastructure
Education
Claremont McKenna College 2002 — 2006
BA
BMO Capital Markets February 2011 - Present
RBC Capital Markets January 2010 - February 2011
Shattuck Hammond Partners July 2008 - August 2009
Morgan Stanley September 2007 - June 2008
UBS September 2006 - September 2007
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Bloomberg, Financial Analysis, Series 7, Due Diligence, Banking, Project Finance, Private Equity, Structured Finance, Financial Structuring, Infrastructure
Education
Claremont McKenna College 2002 — 2006
BA
Heidi Stardig Stay GCDF, Empowered Career Direction Heidi Stardig Stay GCDF, Empowered Career Direction's Morgan Stanley Experience 2000 - January 2008
Job Dislocated Worker Employment Counselor & Instructor @ S. Mpls Workforce Center
Industry Professional Training & Coaching
Experience
Minnesota Department of Employment and Economic Development June 2008 - Present
Normandale Community College 2014 - 2015
Morgan Stanley 2000 - January 2008
Womens Venture February 2005 - 2006
Peter Harris Research 1998 - 1999
Fred Meyer 1990 - 1998
Skills
Career Counseling, Resume Writing, Interviews, Training, Coaching, Career Development, Teaching, Strong Interest..., LinkedIn Training, Job Search Strategies, General Awesomeness, Job Coaching, Case Management, Job Search, Workshop Facilitation, Public Speaking, Interview Preparation, Program Management, Career Management, Research, Inspiration, Problem Solving, Strategy, Action Planning, Team Building, Career Assessment, Counseling, Workforce Development, Leadership Development, Cover Letters, Conflict Resolution, Organizational..., Talent Assessment, Mentoring, Talent Management, Appreciative Inquiry, Career Exploration, Career Advising, Salary Negotiation, Academic Advising, empathy
Education
Saint Mary's University of Minnesota
Master of Arts (M.A.) Human Development, Career Counseling & Counseling & Psychological Services concentration., 4.0
University of Minnesota-Twin Cities
Graduate Coursework, Human Resource Training & Development
Portland State University
Bachelor's of Science Degree, Psychology. Graduate Coursework in Conflict Resolution.
Normandale Community College
GCDF certification, Global Career Development Facilitation
Clackamas Community College
A.A. Degree
Minnesota Department of Employment and Economic Development June 2008 - Present
Normandale Community College 2014 - 2015
Morgan Stanley 2000 - January 2008
Womens Venture February 2005 - 2006
Peter Harris Research 1998 - 1999
Fred Meyer 1990 - 1998
Skills
Career Counseling, Resume Writing, Interviews, Training, Coaching, Career Development, Teaching, Strong Interest..., LinkedIn Training, Job Search Strategies, General Awesomeness, Job Coaching, Case Management, Job Search, Workshop Facilitation, Public Speaking, Interview Preparation, Program Management, Career Management, Research, Inspiration, Problem Solving, Strategy, Action Planning, Team Building, Career Assessment, Counseling, Workforce Development, Leadership Development, Cover Letters, Conflict Resolution, Organizational..., Talent Assessment, Mentoring, Talent Management, Appreciative Inquiry, Career Exploration, Career Advising, Salary Negotiation, Academic Advising, empathy
Education
Saint Mary's University of Minnesota
Master of Arts (M.A.) Human Development, Career Counseling & Counseling & Psychological Services concentration., 4.0
University of Minnesota-Twin Cities
Graduate Coursework, Human Resource Training & Development
Portland State University
Bachelor's of Science Degree, Psychology. Graduate Coursework in Conflict Resolution.
Normandale Community College
GCDF certification, Global Career Development Facilitation
Clackamas Community College
A.A. Degree
Tiffany Ruggiero Tiffany Ruggiero's Morgan Stanley Experience October 2012 - February 2013
Job Human Resources Professional
Industry Human Resources
Experience
Milford Management / Milstein Properties November 2013 - Present
360i April 2013 - September 2013
Ovation Corporate Travel January 2012 - April 2013
Morgan Stanley October 2012 - February 2013
FOJP Service Corporation June 2012 - August 2012
Pace University September 2008 - July 2011
Skills
Human Resources, Onboarding, HR Policies, HRIS, Employee Benefits, Analysis, Management, Employee Relations, Performance Management, Interpersonal..., Administration, Nursing
Education
City University of New York-Hunter College
Bachelor of Science in Nursing (BSN), Accelerated 2nd Degree
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Human Resources Management
Milford Management / Milstein Properties November 2013 - Present
360i April 2013 - September 2013
Ovation Corporate Travel January 2012 - April 2013
Morgan Stanley October 2012 - February 2013
FOJP Service Corporation June 2012 - August 2012
Pace University September 2008 - July 2011
Skills
Human Resources, Onboarding, HR Policies, HRIS, Employee Benefits, Analysis, Management, Employee Relations, Performance Management, Interpersonal..., Administration, Nursing
Education
City University of New York-Hunter College
Bachelor of Science in Nursing (BSN), Accelerated 2nd Degree
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Human Resources Management
Martha Mullins's Morgan Stanley Experience 1993 - 1999
Job Sales Agent at Best & Cavallaro
Industry Real Estate
Experience
Best & Cavallaro September 2013 - Present
Sotheby's January 1999 - January 2000
Morgan Stanley 1993 - 1999
Bank of Boston 1990 - 1993
NYC Department of Investigation 1988 - 1990
Skills
Real Estate, Marketing, Sellers, Investment Properties, Customer Service, Marketing Strategy, Strategic Planning, Sales, Real Estate Transactions, Social Media Marketing, Selling, Leadership, Nonprofits, Public Speaking, Management, Social Media
Education
Clark University 1984 — 1988
Bachelor's degree, American Government & Spanish
Best & Cavallaro September 2013 - Present
Sotheby's January 1999 - January 2000
Morgan Stanley 1993 - 1999
Bank of Boston 1990 - 1993
NYC Department of Investigation 1988 - 1990
Skills
Real Estate, Marketing, Sellers, Investment Properties, Customer Service, Marketing Strategy, Strategic Planning, Sales, Real Estate Transactions, Social Media Marketing, Selling, Leadership, Nonprofits, Public Speaking, Management, Social Media
Education
Clark University 1984 — 1988
Bachelor's degree, American Government & Spanish
Ethan Hallberg's Morgan Stanley Experience June 2014 - Present
Job NotforProfit Healthcare Investment Banking Analyst
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Merrill Lynch June 2013 - August 2013
Alibaba.com June 2011 - August 2012
Skills
Japanese, Chinese, Stata, Microsoft Excel, Finance, Financial Analysis
Education
Claremont McKenna College 2011 — 2014
Bachelor of Arts (BA), Masters of Finance (MoF), Economics/Finance
Vassar College 2010 — 2010
Hong Kong International School
ASIJ
The American School in Japan
Morgan Stanley June 2014 - Present
Merrill Lynch June 2013 - August 2013
Alibaba.com June 2011 - August 2012
Skills
Japanese, Chinese, Stata, Microsoft Excel, Finance, Financial Analysis
Education
Claremont McKenna College 2011 — 2014
Bachelor of Arts (BA), Masters of Finance (MoF), Economics/Finance
Vassar College 2010 — 2010
Hong Kong International School
ASIJ
The American School in Japan
Karlyne Maxwell Karlyne Maxwell's Morgan Stanley Experience February 2007 - February 2008
Job Family Risk Coordinator at BB&T Insurance Services Inc.
Industry Insurance
Experience
CarMax November 2011 - Present
BB&T Insurance Services Inc. March 2008 - Present
Morgan Stanley February 2007 - February 2008
Household Finance July 2006 - April 2007
Enterprise Rent-A-Car July 2002 - July 2006
Sprint August 1998 - July 2002
Skills
Microsoft Excel, PowerPoint, NCSS/Surpass Network, Sagitta, NC DMV CVR System, Microsoft Word, Property & Casualty..., Notary Public, Leadership, Finance, Insurance, Management, Risk Management, Team Building, Training, Sales
Education
City University of New York-John Jay College of Criminal Justice 1990 — 1996
Bachelor of Applied Science (BASc), Legal Professions and Studies
CarMax November 2011 - Present
BB&T Insurance Services Inc. March 2008 - Present
Morgan Stanley February 2007 - February 2008
Household Finance July 2006 - April 2007
Enterprise Rent-A-Car July 2002 - July 2006
Sprint August 1998 - July 2002
Skills
Microsoft Excel, PowerPoint, NCSS/Surpass Network, Sagitta, NC DMV CVR System, Microsoft Word, Property & Casualty..., Notary Public, Leadership, Finance, Insurance, Management, Risk Management, Team Building, Training, Sales
Education
City University of New York-John Jay College of Criminal Justice 1990 — 1996
Bachelor of Applied Science (BASc), Legal Professions and Studies
Jules Skrill Jules Skrill's Morgan Stanley Experience June 2015 - Present
Job Summer Technology Analyst at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley June 2015 - Present
United Air Duct Cleaning June 2014 - May 2015
Morgan Stanley July 2013 - August 2013
Morgan Stanley July 2012 - August 2012
Skills
Computer Science, Java, JavaScript, Python, HTML, CSS, Web Development, Computer Repair, Node.js, MongoDB, Amazon Web Services..., Web Applications, Linux
Education
Queens College 2014 — 2017
Bachelor of Science in Computer Science
City University of New York-Hunter College 2013 — 2014
Morgan Stanley June 2015 - Present
United Air Duct Cleaning June 2014 - May 2015
Morgan Stanley July 2013 - August 2013
Morgan Stanley July 2012 - August 2012
Skills
Computer Science, Java, JavaScript, Python, HTML, CSS, Web Development, Computer Repair, Node.js, MongoDB, Amazon Web Services..., Web Applications, Linux
Education
Queens College 2014 — 2017
Bachelor of Science in Computer Science
City University of New York-Hunter College 2013 — 2014
Morgan DeMarco's Morgan Stanley Experience September 2013 - Present
Job Securities Based Lending Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Crowley and Sons January 2008 - April 2014
Skills
PowerPoint, Tutoring, Microsoft Office, Teaching, Higher Education, Leadership, Tax Accounting, Stata, Analysis, Microsoft Excel, Data Analysis, International Economics, Public Administration, Financial Analysis, Financial Modeling, International Business, International Trade, Finance, Policy
Education
College of Staten Island 2009 — 2012
Bachelor of Science, Management, Finance and International Business, 3.4
Hunter College 2010 — 2011
Morgan Stanley September 2013 - Present
Crowley and Sons January 2008 - April 2014
Skills
PowerPoint, Tutoring, Microsoft Office, Teaching, Higher Education, Leadership, Tax Accounting, Stata, Analysis, Microsoft Excel, Data Analysis, International Economics, Public Administration, Financial Analysis, Financial Modeling, International Business, International Trade, Finance, Policy
Education
College of Staten Island 2009 — 2012
Bachelor of Science, Management, Finance and International Business, 3.4
Hunter College 2010 — 2011
John Freed's Morgan Stanley Experience 1998 - 2007
Job Officer at Bank of Tokyo
Industry Financial Services
Experience
Bank of Tokyo November 2013 - Present
ASJ International, Inc. November 2009 - Present
Barclays Capital 2008 - 2009
Lehman Brothers March 2007 - December 2008
Morgan Stanley 1998 - 2007
Skills
Derivatives, Data Warehousing, Stocks, Data Analysis, Equities, Securities, Options, FX, Trading, Fixed Income, Investment Banking, Business Objects, Bonds, Trading Systems, Business Analysis, Analytics, Capital Markets, Management Consulting, Commodities, Business Intelligence, Investments, Requirements Gathering, Program Management, Equity Derivatives, Financial Markets, Futures, Electronic Trading, FIX Protocol, Business Research, Small Business, Commodity, Financial Modeling, Bloomberg, Valuation, Quantitative Analytics, Portfolio Management, Commodity Pools, Private Equity, Series 7, Risk Management, Corporate Finance, Financial Risk, Market Data, FX Options
Education
City University of New York-Hunter College 1977 — 1987
BA, Near Eastern Studies
New York Institute of Finance
Exotic Options Class
Bank of Tokyo November 2013 - Present
ASJ International, Inc. November 2009 - Present
Barclays Capital 2008 - 2009
Lehman Brothers March 2007 - December 2008
Morgan Stanley 1998 - 2007
Skills
Derivatives, Data Warehousing, Stocks, Data Analysis, Equities, Securities, Options, FX, Trading, Fixed Income, Investment Banking, Business Objects, Bonds, Trading Systems, Business Analysis, Analytics, Capital Markets, Management Consulting, Commodities, Business Intelligence, Investments, Requirements Gathering, Program Management, Equity Derivatives, Financial Markets, Futures, Electronic Trading, FIX Protocol, Business Research, Small Business, Commodity, Financial Modeling, Bloomberg, Valuation, Quantitative Analytics, Portfolio Management, Commodity Pools, Private Equity, Series 7, Risk Management, Corporate Finance, Financial Risk, Market Data, FX Options
Education
City University of New York-Hunter College 1977 — 1987
BA, Near Eastern Studies
New York Institute of Finance
Exotic Options Class
george boguslaw george boguslaw's Morgan Stanley Experience June 2006 - April 2007
Job Business Analyst/QA/ Project Leader Tata Consultancy (TCS)
Industry Information Technology and Services
Experience
Citi c/oTata Consultancy Services November 2010 - December 2014
Citi c/o TCS November 2010 - December 2010
Fidelity Investments July 2007 - August 2009
Fidelity Investments July 2007 - August 2009
Morgan Stanley June 2006 - April 2007
IT Consultant Freelance January 2002 - June 2003
PRUDENTIAL SECURITIES, INC January 1988 - January 2002
PRUDENTIAL SECURITIES, INC January 1988 - January 2002
Securities Database System January 1996 - January 1998
Citibank January 1983 - January 1987
Skills
Fixed Income, Program Management, IT Management, Testing, Requirements Analysis, Quality Assurance, Quality Center, User Acceptance Testing, Software Documentation, Vendor Management, Disaster Recovery, Web Applications, Analysis, Business Analysis, Computer Security, Document Management, Cross-functional Team..., Team Management, SDLC, Interdepartmental..., International Project..., HP Quality Center
Education
Hunter College 1983 — 1985
Bachelor's degree, Psychology; Computer Science
City University of New York-Hunter College 1981 — 1985
Bachelor's degree, Psycholgy, Computer Science
Citi c/oTata Consultancy Services November 2010 - December 2014
Citi c/o TCS November 2010 - December 2010
Fidelity Investments July 2007 - August 2009
Fidelity Investments July 2007 - August 2009
Morgan Stanley June 2006 - April 2007
IT Consultant Freelance January 2002 - June 2003
PRUDENTIAL SECURITIES, INC January 1988 - January 2002
PRUDENTIAL SECURITIES, INC January 1988 - January 2002
Securities Database System January 1996 - January 1998
Citibank January 1983 - January 1987
Skills
Fixed Income, Program Management, IT Management, Testing, Requirements Analysis, Quality Assurance, Quality Center, User Acceptance Testing, Software Documentation, Vendor Management, Disaster Recovery, Web Applications, Analysis, Business Analysis, Computer Security, Document Management, Cross-functional Team..., Team Management, SDLC, Interdepartmental..., International Project..., HP Quality Center
Education
Hunter College 1983 — 1985
Bachelor's degree, Psychology; Computer Science
City University of New York-Hunter College 1981 — 1985
Bachelor's degree, Psycholgy, Computer Science
Jaime Hinners Jaime Hinners's Morgan Stanley Experience August 2006 - July 2010
Job Intelligrated Software
Industry Logistics and Supply Chain
Experience
Intelligrated Software July 2014 - Present
Intelligrated December 2010 - July 2014
Benesyst July 2010 - September 2010
Morgan Stanley August 2006 - July 2010
Angelo, Gordon & Co. 2006 - 2008
Angelo, Gordon & Co. 2003 - 2006
Micro Designs Software 1998 - 2000
Skills
Microsoft Excel, Outlook, Microsoft Office, Visio, Logistics, Windows 7, Employee Benefits, Windows, Customer Service, Strategic Planning, PowerPoint, Microsoft Word, Process Improvement, Project Planning, Management, Team Leadership, Team Building, Project Management, Employee Relations, Operations Management, Continuous Improvement, Supply Chain, Supply Chain Management
Education
University of Phoenix 2015 — 2017
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
New York University 2008 — 2010
Certificate in Human Capital Management, Human Resources, 3.52
John Jay College of Criminal Justice 2002 — 2007
BA in Criminal Justice, AS in Police Studies
Intelligrated Software July 2014 - Present
Intelligrated December 2010 - July 2014
Benesyst July 2010 - September 2010
Morgan Stanley August 2006 - July 2010
Angelo, Gordon & Co. 2006 - 2008
Angelo, Gordon & Co. 2003 - 2006
Micro Designs Software 1998 - 2000
Skills
Microsoft Excel, Outlook, Microsoft Office, Visio, Logistics, Windows 7, Employee Benefits, Windows, Customer Service, Strategic Planning, PowerPoint, Microsoft Word, Process Improvement, Project Planning, Management, Team Leadership, Team Building, Project Management, Employee Relations, Operations Management, Continuous Improvement, Supply Chain, Supply Chain Management
Education
University of Phoenix 2015 — 2017
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
New York University 2008 — 2010
Certificate in Human Capital Management, Human Resources, 3.52
John Jay College of Criminal Justice 2002 — 2007
BA in Criminal Justice, AS in Police Studies
Dane Brown Dane Brown's Morgan Stanley Experience June 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
The CMC Student Investment Fund September 2013 - May 2015
Morgan Stanley June 2014 - August 2014
Wexler Walker January 2014 - May 2014
Northwest Community Capital Fund May 2013 - August 2013
Self Enhancement, Inc. June 2012 - August 2012
Resource Management, Inc. June 2012 - August 2012
Skills
Microsoft Excel, Report Writing, Recruiting, Non-profit Leadership, Research, Public Speaking, Community Outreach, Fundraising, PowerPoint, Nonprofits, Economics, Spanish, Data Analysis, Stata, Social Media, Microsoft Word, Leadership, Microsoft Office
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (B.A.), Government and Economics
Morgan Stanley June 2015 - Present
The CMC Student Investment Fund September 2013 - May 2015
Morgan Stanley June 2014 - August 2014
Wexler Walker January 2014 - May 2014
Northwest Community Capital Fund May 2013 - August 2013
Self Enhancement, Inc. June 2012 - August 2012
Resource Management, Inc. June 2012 - August 2012
Skills
Microsoft Excel, Report Writing, Recruiting, Non-profit Leadership, Research, Public Speaking, Community Outreach, Fundraising, PowerPoint, Nonprofits, Economics, Spanish, Data Analysis, Stata, Social Media, Microsoft Word, Leadership, Microsoft Office
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (B.A.), Government and Economics
Dionne Monsanto Dionne Monsanto's Morgan Stanley Experience May 1994 - March 2012
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
BIKRAM YOGA July 2012 - Present
Leadership That Works 2009 - Present
Morgan Stanley May 1994 - March 2012
Skills
Executive Coaching, Leadership Development, Coaching, Public Speaking, Non-profits, Teaching, Organizational..., Team Building, Training, Fundraising, Nonprofits, Personal Development, Workshop Facilitation, Community Outreach, Strategic Planning, Program Management, Recruiting, Leadership, Social Media
Education
City University of New York-Hunter College 1989 — 1993
City University of New York-Hunter College
JPMorgan Chase September 2013 - Present
BIKRAM YOGA July 2012 - Present
Leadership That Works 2009 - Present
Morgan Stanley May 1994 - March 2012
Skills
Executive Coaching, Leadership Development, Coaching, Public Speaking, Non-profits, Teaching, Organizational..., Team Building, Training, Fundraising, Nonprofits, Personal Development, Workshop Facilitation, Community Outreach, Strategic Planning, Program Management, Recruiting, Leadership, Social Media
Education
City University of New York-Hunter College 1989 — 1993
City University of New York-Hunter College
Summa Simmons Summa Simmons's Morgan Stanley Experience May 2010 - April 2012
Job Director at GE
Industry Financial Services
Experience
GE Capital September 2014 - Present
GE Capital April 2012 - September 2014
Morgan Stanley May 2010 - April 2012
Morgan Stanley December 2008 - May 2010
Morgan Stanley December 2005 - December 2008
Morgan Stanley April 2004 - December 2005
Cypress Healthcare April 2003 - April 2004
Enterprise Rent-A-Car March 2002 - April 2003
Skills
Financial Analysis, Variance Analysis, Accounting, Finance, Financial Statements, Sarbanes-Oxley Act, Auditing, Internal Controls, Internal Audit, Forecasting, US GAAP
Education
Hunter College 1998 — 2001
BS, Accounting
nichols junior high school
nichols junior high school
GE Capital September 2014 - Present
GE Capital April 2012 - September 2014
Morgan Stanley May 2010 - April 2012
Morgan Stanley December 2008 - May 2010
Morgan Stanley December 2005 - December 2008
Morgan Stanley April 2004 - December 2005
Cypress Healthcare April 2003 - April 2004
Enterprise Rent-A-Car March 2002 - April 2003
Skills
Financial Analysis, Variance Analysis, Accounting, Finance, Financial Statements, Sarbanes-Oxley Act, Auditing, Internal Controls, Internal Audit, Forecasting, US GAAP
Education
Hunter College 1998 — 2001
BS, Accounting
nichols junior high school
nichols junior high school
Pallav Desai Pallav Desai's Morgan Stanley Experience September 1999 - June 2005
Job Associate at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets November 2011 - Present
JPMorgan Chase June 2005 - September 2010
Morgan Stanley September 1999 - June 2005
Skills
Fixed Income, Middle Office, Series 7, Series 63
Education
Hunter College
Bachelor's degree
YWTT
RBC Capital Markets November 2011 - Present
JPMorgan Chase June 2005 - September 2010
Morgan Stanley September 1999 - June 2005
Skills
Fixed Income, Middle Office, Series 7, Series 63
Education
Hunter College
Bachelor's degree
YWTT
Marvin Handers Marvin Handers's Morgan Stanley Experience February 2005 - May 2005
Job CEO at Handers Consulting
Industry Financial Services
Experience
Handers Consulting October 2010 - Present
Oracle July 2005 - August 2010
Morgan Stanley February 2005 - May 2005
Skills
Critical Thinking, Coordination, Social Perceptiveness, Programming, Creative Writing
Education
Rutgers University 2001 — 2005
Master's degree, Finance and Financial Management Services
Hunter College 1999 — 2001
Bachelor's degree, Finance and Financial Management Services
Handers Consulting October 2010 - Present
Oracle July 2005 - August 2010
Morgan Stanley February 2005 - May 2005
Skills
Critical Thinking, Coordination, Social Perceptiveness, Programming, Creative Writing
Education
Rutgers University 2001 — 2005
Master's degree, Finance and Financial Management Services
Hunter College 1999 — 2001
Bachelor's degree, Finance and Financial Management Services
Silviu Velovici, FRM's Morgan Stanley Experience March 2001 - September 2002
Job Academic Dean at California University of Management and Sciences
Industry Education Management
Experience
California University of Management and Sciences April 2015 - Present
California University of Management and Sciences December 2013 - Present
Claremont Graduate University September 2012 - December 2013
ACS Inc. September 2008 - September 2012
Westside Appraisal Services January 2003 - March 2008
Morgan Stanley March 2001 - September 2002
Skills
Analysis, Financial Analysis, Quantitative Analytics, Derivatives, Valuation, Financial Modeling, Data Analysis, Asset Management, Risk Management, Finance, Econometrics, Portfolio Management, Corporate Finance, Stata, Statistical Modeling, Economics, Financial Markets, VBA, R, Financial Reporting, Fixed Income, Banking, Economic Modeling, Quantitative Analysis, Programming, SAS, SQL, Statistics, Research, Management
Education
Claremont Graduate University 2010 — 2014
Doctor of Philosophy (Ph.D.), Financial Economics
Claremont Graduate University 2007 — 2010
Master of Science (M.S.), Financial Engineering
Institutul Politehnic Bucuresti 1988 — 1992
Bachelor of Science (BS), Electronics and Telecommunications Engineering
Ind 32
California University of Management and Sciences April 2015 - Present
California University of Management and Sciences December 2013 - Present
Claremont Graduate University September 2012 - December 2013
ACS Inc. September 2008 - September 2012
Westside Appraisal Services January 2003 - March 2008
Morgan Stanley March 2001 - September 2002
Skills
Analysis, Financial Analysis, Quantitative Analytics, Derivatives, Valuation, Financial Modeling, Data Analysis, Asset Management, Risk Management, Finance, Econometrics, Portfolio Management, Corporate Finance, Stata, Statistical Modeling, Economics, Financial Markets, VBA, R, Financial Reporting, Fixed Income, Banking, Economic Modeling, Quantitative Analysis, Programming, SAS, SQL, Statistics, Research, Management
Education
Claremont Graduate University 2010 — 2014
Doctor of Philosophy (Ph.D.), Financial Economics
Claremont Graduate University 2007 — 2010
Master of Science (M.S.), Financial Engineering
Institutul Politehnic Bucuresti 1988 — 1992
Bachelor of Science (BS), Electronics and Telecommunications Engineering
Ind 32
Saeed McLean Saeed McLean's Morgan Stanley Experience August 2011 - October 2012
Job Management Consultant Financial Services
Industry Financial Services
Experience
Deloitte January 2015 - Present
Capco February 2013 - December 2014
Morgan Stanley August 2011 - October 2012
BNY Mellon March 2007 - July 2011
Skills
Financial Services, Portfolio Management, Investment Banking, Hedge Funds, Investments, Equities, Finance, Analysis, Fixed Income, Financial Analysis, Cash Management, Capital Markets, Mutual Funds, Business Strategy, Bloomberg, Securities, Business Development, Investor Relations, Trading, Fund Administration, Relationship Management, Project Management, Financial Modeling, Asset Management, Bloomberg Terminal, Fund Of Funds, Investment Management, Credit, PMO, Asset Managment, Repurchase Agreeements, Tri-Party Repo, Market Reform, IT Project..., Data Management, Product Development, Product Delivery, Program Management, Program Management..., Change Management, SDLC, Strategic Planning, Business Planning, Risk Management
Education
City University of New York-Hunter College
Bachelor of Arts, Economics
Fordham University - Graduate School of Business Administration
M.B.A., Finance
Deloitte January 2015 - Present
Capco February 2013 - December 2014
Morgan Stanley August 2011 - October 2012
BNY Mellon March 2007 - July 2011
Skills
Financial Services, Portfolio Management, Investment Banking, Hedge Funds, Investments, Equities, Finance, Analysis, Fixed Income, Financial Analysis, Cash Management, Capital Markets, Mutual Funds, Business Strategy, Bloomberg, Securities, Business Development, Investor Relations, Trading, Fund Administration, Relationship Management, Project Management, Financial Modeling, Asset Management, Bloomberg Terminal, Fund Of Funds, Investment Management, Credit, PMO, Asset Managment, Repurchase Agreeements, Tri-Party Repo, Market Reform, IT Project..., Data Management, Product Development, Product Delivery, Program Management, Program Management..., Change Management, SDLC, Strategic Planning, Business Planning, Risk Management
Education
City University of New York-Hunter College
Bachelor of Arts, Economics
Fordham University - Graduate School of Business Administration
M.B.A., Finance
Kristina Filyurskaya's Morgan Stanley Experience June 2012 - April 2014
Job Senior Business EDD Analyst, FinCrime Barclays
Industry Banking
Experience
Barclays Investment Bank November 2014 - Present
Citi May 2014 - October 2014
Morgan Stanley June 2012 - April 2014
Standard Chartered Bank September 2008 - March 2011
Standard Chartered Bank June 2007 - September 2008
PAUL, WEISS, RIFKIND, WHARTON & GARRISON LLP February 2007 - May 2007
DEUTSCHE BANK July 2006 - February 2007
New York County District Attorney's Office February 2006 - June 2006
John Jay College January 2006 - June 2006
Skills
Attention To Detail, Software Quality..., Software Training, Corporate communication..., AML, Banking, Credit, Financial Institutions, Financial Risk, Hands-on Training, Loans, Trade Finance, Cash Management, Fixed Income, Derivatives, Investment Banking, KYC, FX Options, Operational Risk, Relationship Management, Due Diligence, Bloomberg, Hedge Funds, Risk Management, Finance, Financial Markets, Portfolio Management, Mutual Funds, Options, Interest Rate..., Anti Money Laundering, USA PATRIOT Act, Financial Transactions, Internal Audit, Trading
Education
City University of New York-John Jay College of Criminal Justice 2001 — 2006
BS in Criminal Justice, Law
Barclays Investment Bank November 2014 - Present
Citi May 2014 - October 2014
Morgan Stanley June 2012 - April 2014
Standard Chartered Bank September 2008 - March 2011
Standard Chartered Bank June 2007 - September 2008
PAUL, WEISS, RIFKIND, WHARTON & GARRISON LLP February 2007 - May 2007
DEUTSCHE BANK July 2006 - February 2007
New York County District Attorney's Office February 2006 - June 2006
John Jay College January 2006 - June 2006
Skills
Attention To Detail, Software Quality..., Software Training, Corporate communication..., AML, Banking, Credit, Financial Institutions, Financial Risk, Hands-on Training, Loans, Trade Finance, Cash Management, Fixed Income, Derivatives, Investment Banking, KYC, FX Options, Operational Risk, Relationship Management, Due Diligence, Bloomberg, Hedge Funds, Risk Management, Finance, Financial Markets, Portfolio Management, Mutual Funds, Options, Interest Rate..., Anti Money Laundering, USA PATRIOT Act, Financial Transactions, Internal Audit, Trading
Education
City University of New York-John Jay College of Criminal Justice 2001 — 2006
BS in Criminal Justice, Law
Thomas Cometa Thomas Cometa's Morgan Stanley Experience August 2000 - October 2008
Job Vice PresidentWealth Management, Wealth Advisor at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS October 2008 - Present
Morgan Stanley August 2000 - October 2008
Skills
Wealth Management, Financial Planning, Retirement Planning, Investment Advisory, Asset Management
Education
Clark University 1984 — 1988
Bachelor's degree, Philosophy
Hunter College
Master of Science (MS), Special Education and Teaching
UBS October 2008 - Present
Morgan Stanley August 2000 - October 2008
Skills
Wealth Management, Financial Planning, Retirement Planning, Investment Advisory, Asset Management
Education
Clark University 1984 — 1988
Bachelor's degree, Philosophy
Hunter College
Master of Science (MS), Special Education and Teaching
Tsvetelina Malcheva Tsvetelina Malcheva's Morgan Stanley Experience May 2014 - Present
Job Associate at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley May 2013 - May 2014
BioAmber Inc. July 2011 - May 2013
Deloitte August 2008 - May 2011
Procter & Gamble November 2006 - August 2008
Skills
IFRS, External Audit, Internal Controls, Financial Analysis, Managerial Finance, Accounting, Sarbanes-Oxley Act, Internal Audit, Financial Accounting, Auditing, Assurance, Corporate Finance, Financial Modeling, Cash Flow, Management Accounting
Education
McGill University 2013 — 2016
Master of Business Administration (MBA)
City University of Seattle 2003 — 2007
BSBA, General Management
Morgan Stanley May 2014 - Present
Morgan Stanley May 2013 - May 2014
BioAmber Inc. July 2011 - May 2013
Deloitte August 2008 - May 2011
Procter & Gamble November 2006 - August 2008
Skills
IFRS, External Audit, Internal Controls, Financial Analysis, Managerial Finance, Accounting, Sarbanes-Oxley Act, Internal Audit, Financial Accounting, Auditing, Assurance, Corporate Finance, Financial Modeling, Cash Flow, Management Accounting
Education
McGill University 2013 — 2016
Master of Business Administration (MBA)
City University of Seattle 2003 — 2007
BSBA, General Management
Priyank Shah's Morgan Stanley Experience January 2014 - Present
Job Analyst, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Clark University Endowment Fund August 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Clark University January 2013 - May 2013
Morgan Stanley November 2011 - July 2012
Mahindra Lifespace Developers Ltd. 2008 - 2008
Skills
Investments, Bloomberg, Hedge Funds, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Equities, Portfolio Management, Investment Banking, Banking, Financial Services, Risk Management, Business Strategy, Accounting, Financial Reporting, Analysis, Insurance, Investment Strategies, Business Planning, Fixed Income, Access, Equity Research, Finance, Microsoft Office, Microsoft Excel
Education
Clark University 2012 — 2013
Master's degree, Finance, General
Sydenham College of Commerce and Economics 2010 — 2012
Masters in commerce, Banking and Financial Support Services
H R College 2005 — 2010
Bachelor of Commerce (B.Com.), Banking and Financial Support Services, 3.73
BLOSSOMS 1993 — 2005
Morgan Stanley January 2014 - Present
Clark University Endowment Fund August 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Clark University January 2013 - May 2013
Morgan Stanley November 2011 - July 2012
Mahindra Lifespace Developers Ltd. 2008 - 2008
Skills
Investments, Bloomberg, Hedge Funds, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Equities, Portfolio Management, Investment Banking, Banking, Financial Services, Risk Management, Business Strategy, Accounting, Financial Reporting, Analysis, Insurance, Investment Strategies, Business Planning, Fixed Income, Access, Equity Research, Finance, Microsoft Office, Microsoft Excel
Education
Clark University 2012 — 2013
Master's degree, Finance, General
Sydenham College of Commerce and Economics 2010 — 2012
Masters in commerce, Banking and Financial Support Services
H R College 2005 — 2010
Bachelor of Commerce (B.Com.), Banking and Financial Support Services, 3.73
BLOSSOMS 1993 — 2005
Andre Pierre Russell Andre Pierre Russell's Morgan Stanley Experience January 2011 - October 2012
Job HR/HCM SAP Implementation Analyst
Industry Financial Services
Experience
The Training Associates January 2011 - Present
Corporate Learning Resources, Inc January 2009 - Present
National Grid January 2013 - April 2013
University of Phoenix 2013 - 2013
Morgan Stanley January 2011 - October 2012
Morgan Stanley Wealth Management January 2011 - October 2012
Verizon Wireless January 2010 - January 2011
Corporate Learning Resources, Inc January 2002 - January 2011
Bank of New York January 2001 - January 2002
Mellon Investor Services January 1998 - January 2001
Skills
SAP, Captivate, Team Leadership, Data Analysis, Problem Solving, Microsoft Office, Teacher Training, Languages, Training, Documentaries, Customer Service, Recruiting, Quality Assurance, Social Networking, User Experience, Educational Instruction, Coaching, Microsoft Word, PowerPoint, Needs Analysis, SharePoint, Software Documentation, Management, Instructor-led Training, Team Building, Human Resources, E-Learning, Employee Training, Training Delivery, Program Management, Leadership Development, Call Centers, Analysis, Organizational..., Technical Writing, Visio, Instructional Design, Performance Management, Troubleshooting, Change Management, Leadership, Hands-on Training, Performance Improvement, CRM, Learning Management..., Learning Management, Organizational..., Project Management, Technical Training, Process Improvement
Education
14 Holy Martyrs
Hunter College
Duchess Community College
Political Science
Dutchess Community College 1978 — 1980
New York Technical College
Electromechanical Technology/Electromechanical Engineering Technology
The Training Associates January 2011 - Present
Corporate Learning Resources, Inc January 2009 - Present
National Grid January 2013 - April 2013
University of Phoenix 2013 - 2013
Morgan Stanley January 2011 - October 2012
Morgan Stanley Wealth Management January 2011 - October 2012
Verizon Wireless January 2010 - January 2011
Corporate Learning Resources, Inc January 2002 - January 2011
Bank of New York January 2001 - January 2002
Mellon Investor Services January 1998 - January 2001
Skills
SAP, Captivate, Team Leadership, Data Analysis, Problem Solving, Microsoft Office, Teacher Training, Languages, Training, Documentaries, Customer Service, Recruiting, Quality Assurance, Social Networking, User Experience, Educational Instruction, Coaching, Microsoft Word, PowerPoint, Needs Analysis, SharePoint, Software Documentation, Management, Instructor-led Training, Team Building, Human Resources, E-Learning, Employee Training, Training Delivery, Program Management, Leadership Development, Call Centers, Analysis, Organizational..., Technical Writing, Visio, Instructional Design, Performance Management, Troubleshooting, Change Management, Leadership, Hands-on Training, Performance Improvement, CRM, Learning Management..., Learning Management, Organizational..., Project Management, Technical Training, Process Improvement
Education
14 Holy Martyrs
Hunter College
Duchess Community College
Political Science
Dutchess Community College 1978 — 1980
New York Technical College
Electromechanical Technology/Electromechanical Engineering Technology
Ellen Kamp Ellen Kamp's Morgan Stanley Experience 1996 - June 2010
Job President and Co Founder at The W Connection: Widows Helping Widows Rebuild Their Lives
Industry Philanthropy
Experience
The W Connection: Widows Helping Widows Rebuild Their Lives April 2010 - Present
Morgan Stanley 1996 - June 2010
Nassau Community College 2005 - 2006
Organizational Development Network of Greater New York 2004 - 2006
The Chase Manhattan Bank 1992 - 1996
Willis Corroon Corp (formerly Corroon and Black) 1989 - 1994
New York University 1984 - 1986
Home Life Insurance Company 1983 - 1986
American Management Association 1981 - 1983
American International Group 1978 - 1981
Skills
Leadership Development
Education
The New School 1982 — 1985
Human Resources Management
City University of New York-Hunter College 1967 — 1971
BA, Sociology/Education
William Howard Taft High School 1964 — 1968
Academic
JHS 22 1961 — 1964
PS 90 1955 — 1961
The W Connection: Widows Helping Widows Rebuild Their Lives April 2010 - Present
Morgan Stanley 1996 - June 2010
Nassau Community College 2005 - 2006
Organizational Development Network of Greater New York 2004 - 2006
The Chase Manhattan Bank 1992 - 1996
Willis Corroon Corp (formerly Corroon and Black) 1989 - 1994
New York University 1984 - 1986
Home Life Insurance Company 1983 - 1986
American Management Association 1981 - 1983
American International Group 1978 - 1981
Skills
Leadership Development
Education
The New School 1982 — 1985
Human Resources Management
City University of New York-Hunter College 1967 — 1971
BA, Sociology/Education
William Howard Taft High School 1964 — 1968
Academic
JHS 22 1961 — 1964
PS 90 1955 — 1961
Daniel Ciavarella, MBA, CIMA®, CAIA® Daniel Ciavarella, MBA, CIMA®, CAIA®'s Morgan Stanley Experience May 2001 - July 2005
Job VP of Wealth Management Marketing
Industry Financial Services
Experience
Cetera Financial Group November 2014 - Present
1st Global November 2009 - October 2014
Genworth Financial July 2005 - October 2009
Genworth Financial July 2005 - May 2007
Morgan Stanley May 2001 - July 2005
Skills
401k, Options, Life Insurance, Mutual Funds, Managing Accounts, Investments, Fixed Annuities, Series 63, Series 7, Retirement Planning, Wealth Management, Pensions, Series 24, Asset Allocation, Fixed Income, Long-term Care, Insurance, Profit Sharing, IRAs, Portfolio Management, Strategic Financial..., Securities, Bonds, Financial Planners, Long Term Care Insurance, Hedge Funds, Asset Managment, Bloomberg, Financial Services, Estate Planning, Portfolio Optimization, Investment Advisory, Financial Analysis, Financial Modeling, New Business Development, Business Analysis, Life & Health Insurance..., Wealth Management..., Investment Management, Finance, Retirement, FINRA, Sales Management, Financial Advisory, Risk Management, Strategic Planning, Retirement Plan..., Managerial Finance, Banking, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CIMA, Finance and Financial Management Services
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2000 — 2002
MBA, Strategy and Finance
Pitzer College 1997 — 2001
B.A., Economics
Cetera Financial Group November 2014 - Present
1st Global November 2009 - October 2014
Genworth Financial July 2005 - October 2009
Genworth Financial July 2005 - May 2007
Morgan Stanley May 2001 - July 2005
Skills
401k, Options, Life Insurance, Mutual Funds, Managing Accounts, Investments, Fixed Annuities, Series 63, Series 7, Retirement Planning, Wealth Management, Pensions, Series 24, Asset Allocation, Fixed Income, Long-term Care, Insurance, Profit Sharing, IRAs, Portfolio Management, Strategic Financial..., Securities, Bonds, Financial Planners, Long Term Care Insurance, Hedge Funds, Asset Managment, Bloomberg, Financial Services, Estate Planning, Portfolio Optimization, Investment Advisory, Financial Analysis, Financial Modeling, New Business Development, Business Analysis, Life & Health Insurance..., Wealth Management..., Investment Management, Finance, Retirement, FINRA, Sales Management, Financial Advisory, Risk Management, Strategic Planning, Retirement Plan..., Managerial Finance, Banking, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CIMA, Finance and Financial Management Services
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2000 — 2002
MBA, Strategy and Finance
Pitzer College 1997 — 2001
B.A., Economics
Josiah Eberhart Josiah Eberhart's Morgan Stanley Experience June 2009 - August 2009
Job Asset Manager at JRK Property Holdings
Industry Real Estate
Experience
JRK Property Holdings June 2012 - Present
JRK Property Holdings June 2010 - May 2012
Morgan Stanley June 2009 - August 2009
Education
Claremont McKenna College 2006 — 2010
B.A., History
The Dwight School 2003 — 2006
International Baccalaureate
JRK Property Holdings June 2012 - Present
JRK Property Holdings June 2010 - May 2012
Morgan Stanley June 2009 - August 2009
Education
Claremont McKenna College 2006 — 2010
B.A., History
The Dwight School 2003 — 2006
International Baccalaureate
Vincent Zeccola Vincent Zeccola's Morgan Stanley Experience 1989 - 1996
Job President Clearvu Concepts
Industry Financial Services
Experience
Clearvu Concepts Inc. April 2002 - Present
Clearvu Concepts Inc. 2002 - Present
The Bank of New York March 2002 - November 2003
Schroders 1996 - 2001
Morgan Stanley 1989 - 1996
PAINE WEBBER'S CLEARING DIVISION February 1972 - June 1989
Skills
Fixed Income, Securities, Equities, Series 7, Hedge Funds, Strategic Financial..., Options, Asset Management, Alternative Investments, Valuation, Trading Systems, Asset Managment, Investments, Capital Markets
Education
City University of New York-Hunter College
ba, music
The Juilliard School
Clearvu Concepts Inc. April 2002 - Present
Clearvu Concepts Inc. 2002 - Present
The Bank of New York March 2002 - November 2003
Schroders 1996 - 2001
Morgan Stanley 1989 - 1996
PAINE WEBBER'S CLEARING DIVISION February 1972 - June 1989
Skills
Fixed Income, Securities, Equities, Series 7, Hedge Funds, Strategic Financial..., Options, Asset Management, Alternative Investments, Valuation, Trading Systems, Asset Managment, Investments, Capital Markets
Education
City University of New York-Hunter College
ba, music
The Juilliard School
Donald F Carpenter Jr Donald F Carpenter Jr's Morgan Stanley Experience 1995 - 2005
Job President, DFC Wealth Management LLC
Industry Financial Services
Experience
DFC Wealth Management LLC 2005 - Present
Morgan Stanley 1995 - 2005
Revival Inc. 1993 - 1995
Skills
Alternative Investments, Asset Managment, Asset Protection, Philanthropy, Investments, Retirement Planning, Securities, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, Equities, Asset Management, Private Equity, Insurance, Finance, Financial Advisory, Investment Management, Strategic Financial..., Wealth Accumulation, Venture Capital, Risk Management, Due Diligence, Estate Planning, Hedge Funds, Wealth, Valuation, Financial Modeling, Investment Banking, Strategic Planning
Education
Claremont Graduate University 1991 — 1993
University of California, Riverside 1986 — 1991
DFC Wealth Management LLC 2005 - Present
Morgan Stanley 1995 - 2005
Revival Inc. 1993 - 1995
Skills
Alternative Investments, Asset Managment, Asset Protection, Philanthropy, Investments, Retirement Planning, Securities, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, Equities, Asset Management, Private Equity, Insurance, Finance, Financial Advisory, Investment Management, Strategic Financial..., Wealth Accumulation, Venture Capital, Risk Management, Due Diligence, Estate Planning, Hedge Funds, Wealth, Valuation, Financial Modeling, Investment Banking, Strategic Planning
Education
Claremont Graduate University 1991 — 1993
University of California, Riverside 1986 — 1991
Wendalyn Tran's Morgan Stanley Experience October 2014 - Present
Job Choice Select Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Intercollegiate Feminist Center September 2010 - May 2014
Infosys June 2013 - August 2013
Campus Calm August 2011 - May 2013
Lowe Institute of Political Economy January 2012 - December 2012
Kravis Leadership Institute September 2011 - December 2012
Microfinance and Community Development Institute June 2012 - August 2012
C.R. England June 2010 - August 2011
Skills
Accounting, International..., Microfinance, Research, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Community Outreach, Events Coordination, Fundraising, Travel, Writing, ACT!, Visio, Wordpress
Education
Claremont McKenna College 2010 — 2014
Bachelor of Arts (B.A.), Economics and International Relations
University of Jordan 2013 — 2013
Middlebury C.V. Starr School in the Middle East Program
Morgan Stanley October 2014 - Present
Intercollegiate Feminist Center September 2010 - May 2014
Infosys June 2013 - August 2013
Campus Calm August 2011 - May 2013
Lowe Institute of Political Economy January 2012 - December 2012
Kravis Leadership Institute September 2011 - December 2012
Microfinance and Community Development Institute June 2012 - August 2012
C.R. England June 2010 - August 2011
Skills
Accounting, International..., Microfinance, Research, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Community Outreach, Events Coordination, Fundraising, Travel, Writing, ACT!, Visio, Wordpress
Education
Claremont McKenna College 2010 — 2014
Bachelor of Arts (B.A.), Economics and International Relations
University of Jordan 2013 — 2013
Middlebury C.V. Starr School in the Middle East Program
Anna Badri Anna Badri's Morgan Stanley Experience August 2015 - Present
Job Operational Risk Manager Product Risk & Control AVP
Industry Banking
Experience
Morgan Stanley August 2015 - Present
BankUnited (formally Herald National Bank) March 2012 - August 2015
Herald National Bank October 2008 - March 2012
Signature Bank March 2007 - October 2008
HSBC December 2004 - March 2007
Skills
Training, Auditing, Customer Service, Management, Risk Management, Commercial Banking, Deposits, Financial Risk, Financial Analysis, Banking, Financial Services, Internal Audit, Retail Banking, AML, Credit Risk, Finance, Fraud
Education
City University of New York-John Jay College of Criminal Justice 2008 — 2011
Masters Degree, Criminal Justice Investigative Techniques
John Jay College of Criminal Justice 2001 — 2006
Bachelors of Arts, International Criminal Justice
Morgan Stanley August 2015 - Present
BankUnited (formally Herald National Bank) March 2012 - August 2015
Herald National Bank October 2008 - March 2012
Signature Bank March 2007 - October 2008
HSBC December 2004 - March 2007
Skills
Training, Auditing, Customer Service, Management, Risk Management, Commercial Banking, Deposits, Financial Risk, Financial Analysis, Banking, Financial Services, Internal Audit, Retail Banking, AML, Credit Risk, Finance, Fraud
Education
City University of New York-John Jay College of Criminal Justice 2008 — 2011
Masters Degree, Criminal Justice Investigative Techniques
John Jay College of Criminal Justice 2001 — 2006
Bachelors of Arts, International Criminal Justice
Lindsey Rappaport Lindsey Rappaport's Morgan Stanley Experience October 2005 - August 2012
Job Elementary School Teacher
Industry Primary/Secondary Education
Experience
The Neighborhood Charter School of Harlem July 2015 - Present
Trevor Day School August 2013 - Present
Anna Silver School, PS 20 August 2012 - December 2012
Morgan Stanley October 2005 - August 2012
Robert Louis Stevenson School January 2012 - May 2012
Royal Parks Foundation January 2004 - June 2004
Skills
Excel, Microsoft Office, Corporate Events, DHS, Event Management, Event Planning, Microsoft Excel, Management, Proofreading, Community Outreach, Editing, Public Relations
Education
Hunter College 2009 — 2012
Masters, Childhood Education
University of Massachusetts, Amherst 2001 — 2005
BA, Communications
The Neighborhood Charter School of Harlem July 2015 - Present
Trevor Day School August 2013 - Present
Anna Silver School, PS 20 August 2012 - December 2012
Morgan Stanley October 2005 - August 2012
Robert Louis Stevenson School January 2012 - May 2012
Royal Parks Foundation January 2004 - June 2004
Skills
Excel, Microsoft Office, Corporate Events, DHS, Event Management, Event Planning, Microsoft Excel, Management, Proofreading, Community Outreach, Editing, Public Relations
Education
Hunter College 2009 — 2012
Masters, Childhood Education
University of Massachusetts, Amherst 2001 — 2005
BA, Communications
Diana Zorin Diana Zorin's Morgan Stanley Experience December 2013 - Present
Job Multimedia Consultant at Morgan Stanley
Industry Media Production
Experience
Morgan Stanley December 2013 - Present
TUTORING December 2011 - Present
TUTORING December 2011 - Present
KVL Audio Visual Services August 2013 - December 2013
Purchase College September 2012 - May 2013
Aura Sonic, Ltd. September 2012 - May 2013
Aura Sonic, Ltd. January 2013 - April 2013
Rockland Recording February 2012 - April 2013
"Russian Dragon" February 2013 - March 2013
Purchase College September 2012 - December 2012
Skills
Music, Social Media, Writing, Teaching, Piano, Microsoft Office, Public Relations, Event Planning, Editing, Research, Word, Excel, Event Management, Promotions, PowerPoint, Public Speaking, Social Media Marketing, Customer Relations, Customer Service, Production, Blogging, Facebook, Online Marketing, Mac, English, YouTube, Social Networking, Recording, Marketing, Advertising, Audio Engineering, Band, Music Industry, Concerts, Video, Sound, Orchestral Music, Microsoft Excel, Keyboards, Music Education, Conducting, Television, Mastering, Creative Writing, Music Theory, Photography, Composition, Microsoft Word
Education
City University of New York-Hunter College 2014 — 2016
Master of Arts (M.A.), Music Teacher Education, Graduate
SUNY Purchase 2011 — 2013
Bachelor's Degree, Music: Studio Production
Rockland Community College 2009 — 2011
Associate of Arts (AA), Communication and Media Studies
Russian Mission School to the U.N. 2006 — 2009
High School Diploma, General Education, 12
Music School #2 1999 — 2007
Music School Diploma, Piano, 7
Morgan Stanley December 2013 - Present
TUTORING December 2011 - Present
TUTORING December 2011 - Present
KVL Audio Visual Services August 2013 - December 2013
Purchase College September 2012 - May 2013
Aura Sonic, Ltd. September 2012 - May 2013
Aura Sonic, Ltd. January 2013 - April 2013
Rockland Recording February 2012 - April 2013
"Russian Dragon" February 2013 - March 2013
Purchase College September 2012 - December 2012
Skills
Music, Social Media, Writing, Teaching, Piano, Microsoft Office, Public Relations, Event Planning, Editing, Research, Word, Excel, Event Management, Promotions, PowerPoint, Public Speaking, Social Media Marketing, Customer Relations, Customer Service, Production, Blogging, Facebook, Online Marketing, Mac, English, YouTube, Social Networking, Recording, Marketing, Advertising, Audio Engineering, Band, Music Industry, Concerts, Video, Sound, Orchestral Music, Microsoft Excel, Keyboards, Music Education, Conducting, Television, Mastering, Creative Writing, Music Theory, Photography, Composition, Microsoft Word
Education
City University of New York-Hunter College 2014 — 2016
Master of Arts (M.A.), Music Teacher Education, Graduate
SUNY Purchase 2011 — 2013
Bachelor's Degree, Music: Studio Production
Rockland Community College 2009 — 2011
Associate of Arts (AA), Communication and Media Studies
Russian Mission School to the U.N. 2006 — 2009
High School Diploma, General Education, 12
Music School #2 1999 — 2007
Music School Diploma, Piano, 7
David Quintavalle David Quintavalle's Morgan Stanley Experience April 1996 - August 2002
Job VP Mgr of Compliance and Analytics, Diversity & Inclusion
Industry Financial Services
Experience
Barclays Capital 2010 - Present
Barclays Capital (former Lehmans) August 2002 - April 2010
Morgan Stanley April 1996 - August 2002
Kidder Peabody January 1990 - January 1996
Skills
PeopleSoft, Affirmative Action..., EEO/AA Compliance
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
MBA, Accounting/Finance
City University of New York-Hunter College 1973 — 1977
BA, Liberal Arts
Barclays Capital 2010 - Present
Barclays Capital (former Lehmans) August 2002 - April 2010
Morgan Stanley April 1996 - August 2002
Kidder Peabody January 1990 - January 1996
Skills
PeopleSoft, Affirmative Action..., EEO/AA Compliance
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
MBA, Accounting/Finance
City University of New York-Hunter College 1973 — 1977
BA, Liberal Arts
Joe Ziomek's Morgan Stanley Experience February 2013 - February 2013
Job Owner, Laguna Financial Group
Industry Investment Management
Experience
Laguna Financial Group August 2004 - Present
Morgan Stanley February 2013 - February 2013
Morgan Stanley November 2000 - August 2004
"sabbatical" January 1989 - November 2000
MCS Associates January 1982 - December 1988
Union Bank June 1976 - December 1983
MCS Associates January 1974 - June 1976
Ford Motor Company January 1969 - September 1972
Skills
Assessing competence..., Exposing hypocrites, Personal financial..., Protecting client..., Fiduciary
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1977 — 1991
doctoral studies, Strategic Planning and Financial Management
University of Washington 1977 — 1982
Honors Graduate, Banking School
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1977 — 1981
M.A., Management; Organizational Behavior and Design
New York University 1969 — 1971
doctoral studies, Behavioral Sciences in Business
Rutgers, The State University of New Jersey-Newark 1968 — 1969
MBA, Finance, Management
Rutgers, The State University of New Jersey-Newark 1964 — 1968
B.A., Economics, Psychology
Laguna Financial Group August 2004 - Present
Morgan Stanley February 2013 - February 2013
Morgan Stanley November 2000 - August 2004
"sabbatical" January 1989 - November 2000
MCS Associates January 1982 - December 1988
Union Bank June 1976 - December 1983
MCS Associates January 1974 - June 1976
Ford Motor Company January 1969 - September 1972
Skills
Assessing competence..., Exposing hypocrites, Personal financial..., Protecting client..., Fiduciary
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1977 — 1991
doctoral studies, Strategic Planning and Financial Management
University of Washington 1977 — 1982
Honors Graduate, Banking School
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1977 — 1981
M.A., Management; Organizational Behavior and Design
New York University 1969 — 1971
doctoral studies, Behavioral Sciences in Business
Rutgers, The State University of New Jersey-Newark 1968 — 1969
MBA, Finance, Management
Rutgers, The State University of New Jersey-Newark 1964 — 1968
B.A., Economics, Psychology
Christopher K. Griffith, CFP®,CPWA®'s Morgan Stanley Experience September 2015 - Present
Job Sr. Vice President Wealth Mgm't Griffith Wheelwright Wealth Management Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
UBS Wealth Management September 2007 - September 2015
A.G. Edwards & Sons, Inc. June 2001 - September 2007
Skills
Wealth Management, Investment Management, Retirement Planning, Charitable Giving, High Net Worth Planning, Financiall Planning, Investment Advisory, Estate Planning, Wealth Transfer
Education
The University of Chicago - Booth School of Business - in collaboration with IMCA 2011 — 2011
Certified Private Wealth Advisor™ - CPWA®
Certified Financial Planner Board of Standards 2004 — 2006
CERTIFIED FINANCIAL PLANNER™ - CFP®
College for Financial Planning 2001 — 2001
AAMS®, Portfolio Management
Clark University 1997 — 2001
B.A., Economics & Finance
Morgan Stanley September 2015 - Present
UBS Wealth Management September 2007 - September 2015
A.G. Edwards & Sons, Inc. June 2001 - September 2007
Skills
Wealth Management, Investment Management, Retirement Planning, Charitable Giving, High Net Worth Planning, Financiall Planning, Investment Advisory, Estate Planning, Wealth Transfer
Education
The University of Chicago - Booth School of Business - in collaboration with IMCA 2011 — 2011
Certified Private Wealth Advisor™ - CPWA®
Certified Financial Planner Board of Standards 2004 — 2006
CERTIFIED FINANCIAL PLANNER™ - CFP®
College for Financial Planning 2001 — 2001
AAMS®, Portfolio Management
Clark University 1997 — 2001
B.A., Economics & Finance
Lisa (Brzostek) Carter's Morgan Stanley Experience July 2004 - May 2005
Job
Industry Pharmaceuticals
Experience
Pfizer September 2015 - Present
Pfizer June 2014 - August 2015
Pfizer October 2013 - May 2014
Pfizer May 2011 - September 2013
Pfizer March 2009 - May 2011
The Nielsen Company March 2007 - February 2009
The Nielsen Company May 2005 - February 2007
Morgan Stanley July 2004 - May 2005
Skills
Business Analysis, Visio, SDLC, Business Process..., Vendor Management, Cross-functional Team..., Project Portfolio..., Requirements Gathering, Process Improvement, Project Planning, Business Process, Resource Management, Requirements Analysis, PMP, PMO, Change Management
Education
Clark University 2003 — 2004
MBA, Management
Clark University 1999 — 2003
B.A., Psychology
Pfizer September 2015 - Present
Pfizer June 2014 - August 2015
Pfizer October 2013 - May 2014
Pfizer May 2011 - September 2013
Pfizer March 2009 - May 2011
The Nielsen Company March 2007 - February 2009
The Nielsen Company May 2005 - February 2007
Morgan Stanley July 2004 - May 2005
Skills
Business Analysis, Visio, SDLC, Business Process..., Vendor Management, Cross-functional Team..., Project Portfolio..., Requirements Gathering, Process Improvement, Project Planning, Business Process, Resource Management, Requirements Analysis, PMP, PMO, Change Management
Education
Clark University 2003 — 2004
MBA, Management
Clark University 1999 — 2003
B.A., Psychology
Patricia Castillo Saunders Patricia Castillo Saunders's Morgan Stanley Experience July 1996 - March 2012
Job Administrative Assistant to ViceChairman in Latin America Group, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2015 - Present
Planned Parenthood Federation of America January 2014 - January 2015
Cardinal McCloskey Services March 2012 - January 2014
Morgan Stanley July 1996 - March 2012
Skills
Fluent Spanish, Administrative..., Outlook, PowerPoint, Lotus Notes, Event Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Nonprofits, Fundraising, Administration, Customer Service, Calendaring, PeopleSoft, Research
Education
Kaplan University Online 2011 — 2014
Bachelors of Science, Paralegal Studies
John Jay College of Criminal Justice 2001 — 2002
Bachelor of Science, Criminal Justice
Bank of America Merrill Lynch February 2015 - Present
Planned Parenthood Federation of America January 2014 - January 2015
Cardinal McCloskey Services March 2012 - January 2014
Morgan Stanley July 1996 - March 2012
Skills
Fluent Spanish, Administrative..., Outlook, PowerPoint, Lotus Notes, Event Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Nonprofits, Fundraising, Administration, Customer Service, Calendaring, PeopleSoft, Research
Education
Kaplan University Online 2011 — 2014
Bachelors of Science, Paralegal Studies
John Jay College of Criminal Justice 2001 — 2002
Bachelor of Science, Criminal Justice
Jeffrey Currier Jeffrey Currier's Morgan Stanley Experience June 1996 - August 1997
Job Banyan LLC
Industry Investment Banking
Experience
Banyan, LLC September 2012 - Present
Harbourton Enterprises August 2005 - February 2012
Tried & True Music - Jerry Jeff Walker September 2001 - January 2005
Elizabeth Christian and Associates Public Relations March 2001 - July 2001
Bismeaux Productions - Asleep at the Wheel August 1997 - July 2000
Morgan Stanley June 1996 - August 1997
Fordham University Graduate School of Business June 1994 - June 1996
Education
City University of New York-Hunter College 2005 — 2008
Bachelor of Arts (B.A.), Political Science and Government
St. Edward's University 2003 — 2005
International Relations and National Security Studies
Webster University 1989 — 1991
Musical Theatre
University of Cincinnati Conservatory of Music 1986 — 1989
Classical Flute & Clarinet
Banyan, LLC September 2012 - Present
Harbourton Enterprises August 2005 - February 2012
Tried & True Music - Jerry Jeff Walker September 2001 - January 2005
Elizabeth Christian and Associates Public Relations March 2001 - July 2001
Bismeaux Productions - Asleep at the Wheel August 1997 - July 2000
Morgan Stanley June 1996 - August 1997
Fordham University Graduate School of Business June 1994 - June 1996
Education
City University of New York-Hunter College 2005 — 2008
Bachelor of Arts (B.A.), Political Science and Government
St. Edward's University 2003 — 2005
International Relations and National Security Studies
Webster University 1989 — 1991
Musical Theatre
University of Cincinnati Conservatory of Music 1986 — 1989
Classical Flute & Clarinet
Virginia F. Hartley Virginia F. Hartley's Morgan Stanley Experience April 2014 - Present
Job Director | Legal & Compliance at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley April 2014 - Present
Credit Suisse December 2013 - April 2014
Morgan Stanley August 2013 - November 2013
The Bank of New York Mellon Corporation January 2013 - June 2013
MBF Clearing Corporation Securities Litigation January 2011 - April 2012
SECOR Asset Management 2012 - 2012
MBF Clearing Corp. September 2010 - December 2011
Hawthorne Investigations & Security June 2004 - March 2010
Brady & Marshak, LLP Attorneys At Law December 2007 - May 2009
Hawthorne Investigations & Security June 2004 - March 2009
Skills
Microsoft Excel, Outlook, PowerPoint, Software Documentation, Budgets, Legal Compliance, Employee Relations, Leadership, Forecasting, Risk Management, Training, Financial Analysis, Project Management, Microsoft Office, Securities, Corporate Law, Analysis, Accounting, Due Diligence, Investments, Management, Hedge Funds, Finance, Notary Public, Alternative Investments, Settlement, Equities, Banking, Lexis, Capital Markets, Asset Management, Options, Document Review
Education
New York University 2002 — 2003
Paralegal Diploma, Paralegal
John Jay College of Criminal Justice 1998 — 2001
Bachelor of Science; Diploma, Studies Continuing and Professional Studies
City University of New York-John Jay College of Criminal Justice 1997 — 2000
Bachelor of Science, Legal Studies
John Jay College of Criminal Justice
Bachelor of Science; Diploma, StudiesContinuing and Professional Studies
Virginia F. Hartley
Morgan Stanley April 2014 - Present
Credit Suisse December 2013 - April 2014
Morgan Stanley August 2013 - November 2013
The Bank of New York Mellon Corporation January 2013 - June 2013
MBF Clearing Corporation Securities Litigation January 2011 - April 2012
SECOR Asset Management 2012 - 2012
MBF Clearing Corp. September 2010 - December 2011
Hawthorne Investigations & Security June 2004 - March 2010
Brady & Marshak, LLP Attorneys At Law December 2007 - May 2009
Hawthorne Investigations & Security June 2004 - March 2009
Skills
Microsoft Excel, Outlook, PowerPoint, Software Documentation, Budgets, Legal Compliance, Employee Relations, Leadership, Forecasting, Risk Management, Training, Financial Analysis, Project Management, Microsoft Office, Securities, Corporate Law, Analysis, Accounting, Due Diligence, Investments, Management, Hedge Funds, Finance, Notary Public, Alternative Investments, Settlement, Equities, Banking, Lexis, Capital Markets, Asset Management, Options, Document Review
Education
New York University 2002 — 2003
Paralegal Diploma, Paralegal
John Jay College of Criminal Justice 1998 — 2001
Bachelor of Science; Diploma, Studies Continuing and Professional Studies
City University of New York-John Jay College of Criminal Justice 1997 — 2000
Bachelor of Science, Legal Studies
John Jay College of Criminal Justice
Bachelor of Science; Diploma, StudiesContinuing and Professional Studies
Virginia F. Hartley
Sean Bell Sean Bell's Morgan Stanley Experience 1997 - 1997
Job Managing Director at Sean Bell & Co.
Industry Venture Capital & Private Equity
Experience
Sean Bell & Co. September 2011 - Present
ADP 2011 - 2011
U.S. Government Accountability Office 2005 - 2008
KPMG Audit 2001 - 2002
Paychex 1997 - 1999
Morgan Stanley 1997 - 1997
Education
University of Southern California 2011 — 2011
CPA Prep Course
Clark Atlanta University
Master of Arts (MA), Accounting
Clark Atlanta University
Master of Business Administration (MBA), Finance
Florida State University
Bachelor of Science (BS), Accounting
University of Central Florida
Bachelor of Science (BS), Corporate Finance
Sean Bell & Co. September 2011 - Present
ADP 2011 - 2011
U.S. Government Accountability Office 2005 - 2008
KPMG Audit 2001 - 2002
Paychex 1997 - 1999
Morgan Stanley 1997 - 1997
Education
University of Southern California 2011 — 2011
CPA Prep Course
Clark Atlanta University
Master of Arts (MA), Accounting
Clark Atlanta University
Master of Business Administration (MBA), Finance
Florida State University
Bachelor of Science (BS), Accounting
University of Central Florida
Bachelor of Science (BS), Corporate Finance
Alison Murphy, CAMS Alison Murphy, CAMS's Morgan Stanley Experience July 2015 - Present
Job AntiMoney Laundering Manager, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley June 2013 - Present
NY/NJ HIFCA July 2010 - May 2013
City of Providence January 2010 - April 2010
City of New York June 2009 - August 2009
Clean Water Action September 2007 - November 2007
Skills
Public Administration, Government, Environmental Politics, Urban Politics, Public Policy, Policy, Legal Research, Policy Analysis, Criminal Investigations, Research, Intelligence Analysis, Criminal Justice, Financial Crimes..., Financial Investigation, Financial Intelligence, Investigation
Education
John Jay College of Criminal Justice 2011 — 2013
Masters Degree, Public Administration, 3.97
Providence College 2006 — 2010
BA, Political Science
Loyola School 2002 — 2006
Morgan Stanley July 2015 - Present
Morgan Stanley June 2013 - Present
NY/NJ HIFCA July 2010 - May 2013
City of Providence January 2010 - April 2010
City of New York June 2009 - August 2009
Clean Water Action September 2007 - November 2007
Skills
Public Administration, Government, Environmental Politics, Urban Politics, Public Policy, Policy, Legal Research, Policy Analysis, Criminal Investigations, Research, Intelligence Analysis, Criminal Justice, Financial Crimes..., Financial Investigation, Financial Intelligence, Investigation
Education
John Jay College of Criminal Justice 2011 — 2013
Masters Degree, Public Administration, 3.97
Providence College 2006 — 2010
BA, Political Science
Loyola School 2002 — 2006
Darren Runyon Darren Runyon's Morgan Stanley Experience November 1999 - December 2001
Job Providing Insights Behind Retail ShelfLevel Execution
Industry Consumer Goods
Experience
Quri May 2013 - Present
CSIX Connect June 2011 - Present
SuccessFactors October 2012 - May 2014
Accounting Principals February 2011 - September 2012
Robert Half International March 2006 - December 2008
Transamerica August 2004 - January 2006
Great West January 2002 - August 2004
Morgan Stanley November 1999 - December 2001
Skills
Business Development, Account Management, Management, Start-ups, New Business Development, SaaS, Sales Process, Leadership, Cross-functional Team..., Recruiting, Business Strategy, Talent Acquisition, Human Resources, Talent Management, Process Improvement, Public Speaking
Education
Claremont Graduate University 1999 — 2001
MA, International Political Economy
University of Redlands 1995 — 1999
BA International Relations, Politics and Economics
Quri May 2013 - Present
CSIX Connect June 2011 - Present
SuccessFactors October 2012 - May 2014
Accounting Principals February 2011 - September 2012
Robert Half International March 2006 - December 2008
Transamerica August 2004 - January 2006
Great West January 2002 - August 2004
Morgan Stanley November 1999 - December 2001
Skills
Business Development, Account Management, Management, Start-ups, New Business Development, SaaS, Sales Process, Leadership, Cross-functional Team..., Recruiting, Business Strategy, Talent Acquisition, Human Resources, Talent Management, Process Improvement, Public Speaking
Education
Claremont Graduate University 1999 — 2001
MA, International Political Economy
University of Redlands 1995 — 1999
BA International Relations, Politics and Economics
Margaret White Margaret White's Morgan Stanley Experience May 2011 - January 2013
Job Senior Business Analyst Consultant at GFT (formerly Rule Financial)
Industry Banking
Experience
GFT January 2013 - Present
Barclays December 2013 - Present
JPMorgan Chase September 2013 - December 2013
Barclays January 2013 - August 2013
Morgan Stanley May 2011 - January 2013
Freeborders October 2004 - October 2011
Credit Suisse 2007 - 2011
Credit Suisse 2004 - 2006
Deutsche Bank 2003 - 2004
Stark Investments 2000 - 2002
Education
City University of New York-Hunter College
BA, Computer Science
Pace University - Lubin School of Business
MBA, International Business
GFT January 2013 - Present
Barclays December 2013 - Present
JPMorgan Chase September 2013 - December 2013
Barclays January 2013 - August 2013
Morgan Stanley May 2011 - January 2013
Freeborders October 2004 - October 2011
Credit Suisse 2007 - 2011
Credit Suisse 2004 - 2006
Deutsche Bank 2003 - 2004
Stark Investments 2000 - 2002
Education
City University of New York-Hunter College
BA, Computer Science
Pace University - Lubin School of Business
MBA, International Business
Trevor Fried's Morgan Stanley Experience August 2009 - Present
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley August 2009 - Present
independent/self 1999 - August 2009
Louis Poulsen April 2003 - February 2008
Realmark Research December 1999 - February 2003
IBM 1998 - 1999
Education
H. Wayne Huizenga School of Business & Entrepreneurship at Nova Southeastern University 2001 — 2007
Doctorate, Business Administration
Nova Southeastern University 1999 — 2000
MBA, Business Development/Marketing/Entrepreneurship
Clark University
BA, Economics
Morgan Stanley August 2009 - Present
independent/self 1999 - August 2009
Louis Poulsen April 2003 - February 2008
Realmark Research December 1999 - February 2003
IBM 1998 - 1999
Education
H. Wayne Huizenga School of Business & Entrepreneurship at Nova Southeastern University 2001 — 2007
Doctorate, Business Administration
Nova Southeastern University 1999 — 2000
MBA, Business Development/Marketing/Entrepreneurship
Clark University
BA, Economics
Neisha Harris Webb Neisha Harris Webb's Morgan Stanley Experience 2002 - 2003
Job Accounting Manager, Arby's Restaurant Group
Industry Food & Beverages
Experience
Arby's Restaurant Group December 2009 - Present
American Cancer Society 2006 - 2009
WestWind Capital Partners 2003 - 2006
Morgan Stanley 2002 - 2003
Lend Lease Real Estate Investments 1998 - 2003
Ernst & Young 1995 - 1998
Skills
Management, Variance Analysis, Sarbanes-Oxley, Customer Service, Accounting, Strategic Planning, Microsoft Excel, Microsoft Word, GAAP, Financial Reporting, Microsoft Office, General Ledger, Journal Entries, Financial Accounting, PowerPoint, Auditing, Financial Analysis, Accounts Receivable, Financial Statements, Forecasting, Sarbanes-Oxley Act, Accruals, QuickBooks, Corporate Finance, Fixed Assets, Accounts Payable, Account Reconciliation, Invoicing, Internal Controls, Payroll
Education
Clark Atlanta University 1991 — 1995
Bachelor of Arts (BA), Accounting, Summa Cum Laude
Clark Atlanta University 1991 — 1995
Bachelor's degree , Accounting
Arby's Restaurant Group December 2009 - Present
American Cancer Society 2006 - 2009
WestWind Capital Partners 2003 - 2006
Morgan Stanley 2002 - 2003
Lend Lease Real Estate Investments 1998 - 2003
Ernst & Young 1995 - 1998
Skills
Management, Variance Analysis, Sarbanes-Oxley, Customer Service, Accounting, Strategic Planning, Microsoft Excel, Microsoft Word, GAAP, Financial Reporting, Microsoft Office, General Ledger, Journal Entries, Financial Accounting, PowerPoint, Auditing, Financial Analysis, Accounts Receivable, Financial Statements, Forecasting, Sarbanes-Oxley Act, Accruals, QuickBooks, Corporate Finance, Fixed Assets, Accounts Payable, Account Reconciliation, Invoicing, Internal Controls, Payroll
Education
Clark Atlanta University 1991 — 1995
Bachelor of Arts (BA), Accounting, Summa Cum Laude
Clark Atlanta University 1991 — 1995
Bachelor's degree , Accounting
Nicole Gilbert, SPHR's Morgan Stanley Experience July 2005 - December 2007
Job Director of Human Resources
Industry Human Resources
Experience
iSystems, LLC & EvoPro Solutions October 2013 - Present
Shelburne Plastics March 2012 - October 2013
Northlands Job Corps July 2010 - February 2012
groSolar September 2008 - May 2009
Morgan Stanley July 2005 - December 2007
PTM (PTY) – PROFESSIONAL TALENT MANAGEMENT 2003 - 2005
LASER HUMAN RESOURCE SOLUTIONS (LHRS) 2001 - 2003
PwC 1996 - 2000
Lehman Brothers 1992 - 1995
Skills
Deferred Compensation, HR Consulting, Employment Law, Labor Relations, Workforce Planning, FMLA, Personnel Management, New Hire Orientations, Leadership Development, Payroll, Coaching, Change Management, Performance Appraisal, Technical Recruiting, Employee Handbooks, Organizational Design, Career Development, Strategic Planning, Executive Coaching, College Recruiting, Background Checks, Interviews, Applicant Tracking..., Training, Employee Training, Leadership, Employee Relations, Recruiting, Performance Management, Human Resources, Organizational..., Management, Team Building, HR Policies
Education
Hunter College 1990 — 1993
Bachelor of Arts (B.A.), Psychology
Florida Institute of Technology
Master of Business Administration (MBA)
iSystems, LLC & EvoPro Solutions October 2013 - Present
Shelburne Plastics March 2012 - October 2013
Northlands Job Corps July 2010 - February 2012
groSolar September 2008 - May 2009
Morgan Stanley July 2005 - December 2007
PTM (PTY) – PROFESSIONAL TALENT MANAGEMENT 2003 - 2005
LASER HUMAN RESOURCE SOLUTIONS (LHRS) 2001 - 2003
PwC 1996 - 2000
Lehman Brothers 1992 - 1995
Skills
Deferred Compensation, HR Consulting, Employment Law, Labor Relations, Workforce Planning, FMLA, Personnel Management, New Hire Orientations, Leadership Development, Payroll, Coaching, Change Management, Performance Appraisal, Technical Recruiting, Employee Handbooks, Organizational Design, Career Development, Strategic Planning, Executive Coaching, College Recruiting, Background Checks, Interviews, Applicant Tracking..., Training, Employee Training, Leadership, Employee Relations, Recruiting, Performance Management, Human Resources, Organizational..., Management, Team Building, HR Policies
Education
Hunter College 1990 — 1993
Bachelor of Arts (B.A.), Psychology
Florida Institute of Technology
Master of Business Administration (MBA)
Wilkinson Egwu's Morgan Stanley Experience June 2005 - October 2006
Job Entrepreneur and Banker
Industry Banking
Experience
SunTrust May 2015 - Present
LawnTap January 2015 - Present
OpenAirplane September 2013 - Present
LV AIR September 2011 - September 2013
TripAnomaly February 2011 - April 2013
Primaris Airlines November 2006 - November 2008
ShowClix.com December 2006 - July 2007
Morgan Stanley June 2005 - October 2006
Jetblue Airways June 2001 - January 2003
Skills
Life and Health..., Variable Products..., Financial Analysis, Management, Airlines, Customer Service, Entrepreneur, Entrepreneurship, Strategic Planning, Mergers, Business Analysis, Mergers & Acquisitions, Training, Business Planning, Marketing, Budgets, Start-ups, Project Management, Sales, Executive Management, E-commerce, Recruiting, Business Development, Finance, Social Networking, Strategy, Strategic Partnerships, Banking, Business Strategy, CRM, Competitive Analysis, Contract Negotiation, Corporate Development, Leadership, Management Consulting, Venture Capital, Online Advertising, Operations Management, New Business Development, Marketing Strategy, Analytics, Team Building, Online Marketing, Cross-functional Team..., Product Management, Consulting, Team Management, Portfolio Management
Education
City University of New York-John Jay College of Criminal Justice 1998 — 2002
BS
SunTrust May 2015 - Present
LawnTap January 2015 - Present
OpenAirplane September 2013 - Present
LV AIR September 2011 - September 2013
TripAnomaly February 2011 - April 2013
Primaris Airlines November 2006 - November 2008
ShowClix.com December 2006 - July 2007
Morgan Stanley June 2005 - October 2006
Jetblue Airways June 2001 - January 2003
Skills
Life and Health..., Variable Products..., Financial Analysis, Management, Airlines, Customer Service, Entrepreneur, Entrepreneurship, Strategic Planning, Mergers, Business Analysis, Mergers & Acquisitions, Training, Business Planning, Marketing, Budgets, Start-ups, Project Management, Sales, Executive Management, E-commerce, Recruiting, Business Development, Finance, Social Networking, Strategy, Strategic Partnerships, Banking, Business Strategy, CRM, Competitive Analysis, Contract Negotiation, Corporate Development, Leadership, Management Consulting, Venture Capital, Online Advertising, Operations Management, New Business Development, Marketing Strategy, Analytics, Team Building, Online Marketing, Cross-functional Team..., Product Management, Consulting, Team Management, Portfolio Management
Education
City University of New York-John Jay College of Criminal Justice 1998 — 2002
BS
Chelsea Binns, Ph.D., CFE Chelsea Binns, Ph.D., CFE's Morgan Stanley Experience 2007 - 2011
Job Professor at St. John's University
Industry Higher Education
Experience
St. John's University August 2015 - Present
American Society for Public Administration July 2015 - Present
New York Chapter of the Association of Certified Fraud Examiners 2014 - Present
John Jay College 2014 - 2015
John Jay College 2012 - 2014
Citi 2011 - 2014
Morgan Stanley 2007 - 2011
Office of the Attorney General of the State of New York 2005 - 2007
The New York City Department of Investigation 2004 - 2005
White & Case 2003 - 2004
Education
The Graduate Center, City University of New York 2007 — 2014
Doctor of Philosophy (Ph.D.), Criminal Justice
The Graduate Center, City University of New York
Masters of Philosophy, Criminal Justice
City University of New York-John Jay College of Criminal Justice
MA, Criminal Justice
New York University
Professional Certificate, Forensic Accounting
Ramapo College of New Jersey
BA, Law & Society
St. John's University August 2015 - Present
American Society for Public Administration July 2015 - Present
New York Chapter of the Association of Certified Fraud Examiners 2014 - Present
John Jay College 2014 - 2015
John Jay College 2012 - 2014
Citi 2011 - 2014
Morgan Stanley 2007 - 2011
Office of the Attorney General of the State of New York 2005 - 2007
The New York City Department of Investigation 2004 - 2005
White & Case 2003 - 2004
Education
The Graduate Center, City University of New York 2007 — 2014
Doctor of Philosophy (Ph.D.), Criminal Justice
The Graduate Center, City University of New York
Masters of Philosophy, Criminal Justice
City University of New York-John Jay College of Criminal Justice
MA, Criminal Justice
New York University
Professional Certificate, Forensic Accounting
Ramapo College of New Jersey
BA, Law & Society
Laura Jileta Laura Jileta's Morgan Stanley Experience June 2011 - January 2013
Job Oncology Pipeline Forecasting
Industry Biotechnology
Experience
Amgen January 2015 - Present
Claremont McKenna College July 2014 - Present
Amgen January 2013 - February 2015
Morgan Stanley June 2011 - January 2013
HSBC June 2008 - July 2010
Skills
Corporate Finance, Financial Modeling, Fixed Income, Investments, Capital Markets, Investment Banking, Banking, Valuation, Bloomberg, Evaluate Pharma, Hyperion Planning, Thomson One Analytics, Finance, Analysis, Emerging Markets, Financial Analysis, Strategy
Education
Claremont McKenna College 2010 — 2011
Master’s Program in Finance
Instituto Tecnológico Autónomo de México 2004 — 2008
Bachelor of Arts in Business Administration, Business Administration - Finance
ASFG
Amgen January 2015 - Present
Claremont McKenna College July 2014 - Present
Amgen January 2013 - February 2015
Morgan Stanley June 2011 - January 2013
HSBC June 2008 - July 2010
Skills
Corporate Finance, Financial Modeling, Fixed Income, Investments, Capital Markets, Investment Banking, Banking, Valuation, Bloomberg, Evaluate Pharma, Hyperion Planning, Thomson One Analytics, Finance, Analysis, Emerging Markets, Financial Analysis, Strategy
Education
Claremont McKenna College 2010 — 2011
Master’s Program in Finance
Instituto Tecnológico Autónomo de México 2004 — 2008
Bachelor of Arts in Business Administration, Business Administration - Finance
ASFG
Elizabeth Petit Elizabeth Petit's Morgan Stanley Experience March 2015 - Present
Job Associate | Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
TM Financial Forensics LLC August 2013 - February 2015
TM Financial Forensics LLC May 2012 - July 2012
Morgan Stanley August 2011 - November 2011
Education
Claremont McKenna College 2012 — 2013
Master's Program in Finance
Claremont McKenna College 2009 — 2013
Bachelor of Arts, Mathematics and Economics
University of Sydney 2011 — 2011
Palo Alto High School 2005 — 2009
Morgan Stanley March 2015 - Present
TM Financial Forensics LLC August 2013 - February 2015
TM Financial Forensics LLC May 2012 - July 2012
Morgan Stanley August 2011 - November 2011
Education
Claremont McKenna College 2012 — 2013
Master's Program in Finance
Claremont McKenna College 2009 — 2013
Bachelor of Arts, Mathematics and Economics
University of Sydney 2011 — 2011
Palo Alto High School 2005 — 2009
Darnella L. Banks's Morgan Stanley Experience September 2013 - Present
Job AML Compliance Director Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley Smith Barney January 2007 - September 2013
Citi May 2006 - October 2007
LeBoeuf, Lamb, Greene & MacRae September 2000 - March 2001
Skills
Financial Regulation, Securities Regulation, Regulatory Analysis, Legal Compliance, Compliance, FINRA, Alternative Investments, Litigation, Financial Services, Securities, Finance, AML, Mutual Funds, Series 7, Financial Risk, Due Diligence, OFAC, Negotiation, Legal Writing, Legal Research, Westlaw, Settlement, Financial Markets, Internal Investigations, Document Review, Financial Analysis, Equities, Fixed Income, KYC, Arbitration, Bonds, Hedge Funds, Corporate Law, Wealth Management, Risk Management, Anti Money Laundering
Education
New York Law School 2012 — 2015
Juris Doctorate Candidate, Banking, Corporate, Finance, and Securities Law
John Jay College of Criminal Justice 2000 — 2002
Bachelor of Science (BS), Legal Studies, General
CUNY Hostos Community College 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Paralegal Studies
Morgan Stanley September 2013 - Present
Morgan Stanley Smith Barney January 2007 - September 2013
Citi May 2006 - October 2007
LeBoeuf, Lamb, Greene & MacRae September 2000 - March 2001
Skills
Financial Regulation, Securities Regulation, Regulatory Analysis, Legal Compliance, Compliance, FINRA, Alternative Investments, Litigation, Financial Services, Securities, Finance, AML, Mutual Funds, Series 7, Financial Risk, Due Diligence, OFAC, Negotiation, Legal Writing, Legal Research, Westlaw, Settlement, Financial Markets, Internal Investigations, Document Review, Financial Analysis, Equities, Fixed Income, KYC, Arbitration, Bonds, Hedge Funds, Corporate Law, Wealth Management, Risk Management, Anti Money Laundering
Education
New York Law School 2012 — 2015
Juris Doctorate Candidate, Banking, Corporate, Finance, and Securities Law
John Jay College of Criminal Justice 2000 — 2002
Bachelor of Science (BS), Legal Studies, General
CUNY Hostos Community College 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Paralegal Studies
Albert Butler Albert Butler's Morgan Stanley Experience February 2008 - September 2008
Job HRSC Specialist
Industry Human Resources
Experience
Coach Inc. October 2011 - Present
Canon Solutions America May 2011 - October 2011
Jehovah's Witnesses November 2008 - December 2010
Morgan Stanley Wealth Management October 2009 - July 2010
Canon Solutions America December 2008 - April 2009
Morgan Stanley February 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Ultipro, Cognos, PowerPoint, Five9, Performance Management, Citrix, Outlook, Customer Service, Employee Benefits, Management, Team Building, Human Resources, Hiring
Education
John Jay College of Criminal Justice 2004 — 2005
Brooklyn High School of Arts 2001 — 2004
Fine Arts
Coach Inc. October 2011 - Present
Canon Solutions America May 2011 - October 2011
Jehovah's Witnesses November 2008 - December 2010
Morgan Stanley Wealth Management October 2009 - July 2010
Canon Solutions America December 2008 - April 2009
Morgan Stanley February 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Ultipro, Cognos, PowerPoint, Five9, Performance Management, Citrix, Outlook, Customer Service, Employee Benefits, Management, Team Building, Human Resources, Hiring
Education
John Jay College of Criminal Justice 2004 — 2005
Brooklyn High School of Arts 2001 — 2004
Fine Arts
Peter Brackman Peter Brackman's Morgan Stanley Experience June 2003 - February 2008
Job Vice President, State Street Global Markets
Industry Capital Markets
Experience
State Street Global Markets March 2015 - Present
J.P. Morgan September 2012 - August 2014
Markit August 2009 - August 2012
Morgan Stanley June 2003 - February 2008
UBS/PaineWebber June 1997 - June 2003
Deutsche Bank 1994 - 1996
Daiwa Securities January 1991 - June 1994
Kidder Peabody May 1988 - November 1989
Prudential Securities February 1986 - April 1988
Skills
Fixed Income, Risk Management, Portfolio Management, Trading, Financial Risk, Structured Products, Analytics, MBS, Structured Finance, Software Development, Securitization, ABS, Management, Finance, Testing
Education
Polytechnic University 1988 — 1989
Operations Research
Clark University 1980 — 1984
Computer Science, Mathematics
Midwood High School 1978 — 1980
State Street Global Markets March 2015 - Present
J.P. Morgan September 2012 - August 2014
Markit August 2009 - August 2012
Morgan Stanley June 2003 - February 2008
UBS/PaineWebber June 1997 - June 2003
Deutsche Bank 1994 - 1996
Daiwa Securities January 1991 - June 1994
Kidder Peabody May 1988 - November 1989
Prudential Securities February 1986 - April 1988
Skills
Fixed Income, Risk Management, Portfolio Management, Trading, Financial Risk, Structured Products, Analytics, MBS, Structured Finance, Software Development, Securitization, ABS, Management, Finance, Testing
Education
Polytechnic University 1988 — 1989
Operations Research
Clark University 1980 — 1984
Computer Science, Mathematics
Midwood High School 1978 — 1980
Alex Ilg Alex Ilg's Morgan Stanley Experience January 2006 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2006 - Present
Avalon Research Group April 2005 - December 2005
Morgan Stanley August 2004 - April 2005
Rogers Communications February 2003 - July 2004
KYORIN Pharmaceutical Co., Ltd. September 2002 - January 2003
Skills
Financial Analysis, Leadership, Management, Finance, Risk Management, Strategic Planning, Knowledge Management, Information Lifecycle..., Business Process..., Change Management, Culture Change, Productivity Improvement, Supplier Relationship..., Enterprise Content..., Information Management, Supply Chain Management, Procurement, Business Development, Strategy, Business Analysis, Project Management, Vendor Management, Analysis, Business Strategy, Cross-functional Team..., Process Improvement, Research, Marketing Strategy, Program Management, Financial Services, Financial Modeling, Consulting, Data Analysis, Budgets
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2000 — 2002
Master of Business Administration (M.B.A.), Strategy, Business, Management, Marketing, and Related Support Services
Miami University 1992 — 1996
Bachelor’s Degree, Zoology/Animal Biology
Morgan Stanley January 2006 - Present
Avalon Research Group April 2005 - December 2005
Morgan Stanley August 2004 - April 2005
Rogers Communications February 2003 - July 2004
KYORIN Pharmaceutical Co., Ltd. September 2002 - January 2003
Skills
Financial Analysis, Leadership, Management, Finance, Risk Management, Strategic Planning, Knowledge Management, Information Lifecycle..., Business Process..., Change Management, Culture Change, Productivity Improvement, Supplier Relationship..., Enterprise Content..., Information Management, Supply Chain Management, Procurement, Business Development, Strategy, Business Analysis, Project Management, Vendor Management, Analysis, Business Strategy, Cross-functional Team..., Process Improvement, Research, Marketing Strategy, Program Management, Financial Services, Financial Modeling, Consulting, Data Analysis, Budgets
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2000 — 2002
Master of Business Administration (M.B.A.), Strategy, Business, Management, Marketing, and Related Support Services
Miami University 1992 — 1996
Bachelor’s Degree, Zoology/Animal Biology
Susan Humble Susan Humble's Morgan Stanley Experience 1987 - 2009
Job Ph.D. University of Denver & Iliff School of Theology
Industry Religious Institutions
Experience
University of Dener & Iliff School of Theology 2014 - Present
Morgan Stanley 1987 - 2009
Skills
Theology, Biblical Studies, Religion, Preaching, Pastoral Care
Education
Denver University/Iliff School of Theology 2009 — 2015
Doctor of Religious and Theological Studies, Bible/Biblical Studies
Claremont School of Theology 2002 — 2005
MATS, Bible/Biblical Studies
University of Dener & Iliff School of Theology 2014 - Present
Morgan Stanley 1987 - 2009
Skills
Theology, Biblical Studies, Religion, Preaching, Pastoral Care
Education
Denver University/Iliff School of Theology 2009 — 2015
Doctor of Religious and Theological Studies, Bible/Biblical Studies
Claremont School of Theology 2002 — 2005
MATS, Bible/Biblical Studies
Nica Marcellus's Morgan Stanley Experience January 2001 - September 2005
Job Administrative Manager at Hospital for Special Surgery
Industry Hospital & Health Care
Experience
Hospital for Special Surgery January 2011 - Present
2005-2008 September 2008 - Present
Hospital for Special Surgery January 2008 - Present
Morgan Stanley January 2001 - September 2005
Morgan Stanley January 2001 - September 2005
Skills
Budgets, Payroll, Finance, Customer Satisfaction, Procurement, PowerPoint, Nonprofits, Data Analysis, HIPAA, Critical Thinking, Office Administration, Analysis, Management, Human Resources, Outlook, Policy, Public Speaking, Software Documentation, Training, Healthcare, Research
Education
John Jay College of Criminal Justice 2008 — 2010
MPA-IG, Fiscal Policy Analysis and Oversight; Investigation and Operational Inspection
HUNTER COLLEGE
Bachelor of Arts, Economics
Hospital for Special Surgery January 2011 - Present
2005-2008 September 2008 - Present
Hospital for Special Surgery January 2008 - Present
Morgan Stanley January 2001 - September 2005
Morgan Stanley January 2001 - September 2005
Skills
Budgets, Payroll, Finance, Customer Satisfaction, Procurement, PowerPoint, Nonprofits, Data Analysis, HIPAA, Critical Thinking, Office Administration, Analysis, Management, Human Resources, Outlook, Policy, Public Speaking, Software Documentation, Training, Healthcare, Research
Education
John Jay College of Criminal Justice 2008 — 2010
MPA-IG, Fiscal Policy Analysis and Oversight; Investigation and Operational Inspection
HUNTER COLLEGE
Bachelor of Arts, Economics
Whitley Humes Whitley Humes's Morgan Stanley Experience 1999 - 2006
Job Associate Director, Human Resources
Industry Human Resources
Experience
Mercy College August 2012 - Present
Pace University 2006 - 2011
Morgan Stanley 1999 - 2006
Skills
Human Resources, Leadership, HRIS, Organizational..., PeopleSoft, Visio, Microsoft Excel, PowerPoint, Employee Relations, Recruiting, Onboarding, ERP, Talent Acquisition, Applicant Tracking..., HR Policies, Organizational..., Data Analysis, Personnel Management, Microsoft Office, Succession Planning, Training, Employee Training, Employee Engagement, Interviews, Career Counseling, Outlook, Performance Management, Software Documentation, Staff Development, Project Management, Management, Research, Higher Education, Leadership Development
Education
John Jay College of Criminal Justice
Bachelor of Arts (B.A.), Forensic Psychology
Mercy College
Social Psychology
Pace University
Environmental Science
Mercy College August 2012 - Present
Pace University 2006 - 2011
Morgan Stanley 1999 - 2006
Skills
Human Resources, Leadership, HRIS, Organizational..., PeopleSoft, Visio, Microsoft Excel, PowerPoint, Employee Relations, Recruiting, Onboarding, ERP, Talent Acquisition, Applicant Tracking..., HR Policies, Organizational..., Data Analysis, Personnel Management, Microsoft Office, Succession Planning, Training, Employee Training, Employee Engagement, Interviews, Career Counseling, Outlook, Performance Management, Software Documentation, Staff Development, Project Management, Management, Research, Higher Education, Leadership Development
Education
John Jay College of Criminal Justice
Bachelor of Arts (B.A.), Forensic Psychology
Mercy College
Social Psychology
Pace University
Environmental Science
Payam Vadi Payam Vadi's Morgan Stanley Experience June 2012 - August 2012
Job Investment Banking Summer Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies May 2015 - July 2015
The Presidio Group LLC September 2014 - February 2015
US Capital Partners June 2014 - August 2014
Delta Sigma Phi Gamma Sigma Chapter January 2013 - January 2014
Morgan Stanley June 2012 - August 2012
Skills
Leadership, Financial Analysis, Equities, Statistics, Financial Services, Economics, Financial Modeling, Mergers & Acquisitions, Finance, Microsoft Office, Corporate Finance, Stata, Start-ups, Research, Public Speaking, Analytics, Microsoft Excel, R, Gretl, Investment Banking
Education
Claremont McKenna College 2015 — 2016
Master's Degree, Finance
University of California, Davis 2010 — 2014
Bachelor’s Degree, Economics
Miramonte High Scool 2006 — 2010
Jefferies May 2015 - July 2015
The Presidio Group LLC September 2014 - February 2015
US Capital Partners June 2014 - August 2014
Delta Sigma Phi Gamma Sigma Chapter January 2013 - January 2014
Morgan Stanley June 2012 - August 2012
Skills
Leadership, Financial Analysis, Equities, Statistics, Financial Services, Economics, Financial Modeling, Mergers & Acquisitions, Finance, Microsoft Office, Corporate Finance, Stata, Start-ups, Research, Public Speaking, Analytics, Microsoft Excel, R, Gretl, Investment Banking
Education
Claremont McKenna College 2015 — 2016
Master's Degree, Finance
University of California, Davis 2010 — 2014
Bachelor’s Degree, Economics
Miramonte High Scool 2006 — 2010
Cat Wilson Cat Wilson's Morgan Stanley Experience March 2014 - Present
Job
Industry Financial Services
Experience
Barclays Investment Bank 2015 - Present
Morgan Stanley March 2014 - Present
Skills
Microsoft Office, Management, Microsoft Word, PowerPoint, Leadership, Photoshop, Sales, Training, Microsoft Excel, English, Outlook, HTML, Recruiting
Education
York College 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
City University of New York-John Jay College of Criminal Justice
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections
City University of New York-John Jay College of Criminal Justice
Barclays Investment Bank 2015 - Present
Morgan Stanley March 2014 - Present
Skills
Microsoft Office, Management, Microsoft Word, PowerPoint, Leadership, Photoshop, Sales, Training, Microsoft Excel, English, Outlook, HTML, Recruiting
Education
York College 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
City University of New York-John Jay College of Criminal Justice
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections
City University of New York-John Jay College of Criminal Justice
Zachary Robin Zachary Robin's Morgan Stanley Experience June 2012 - July 2012
Job CoFounder at Bonfire Labs LLC
Industry Financial Services
Experience
Casamir Partners May 2015 - Present
Bonfire Labs LLC August 2014 - May 2015
Anabi Oil December 2014 - April 2015
Institute of International Finance June 2013 - August 2013
Morgan Stanley June 2012 - July 2012
First Republic Bank July 2011 - August 2011
San Francisco District Attorney Kamala Harris June 2010 - August 2010
Skills
Data Analysis, Entrepreneurship, Marketing, Team Leadership, Strategic Planning, Sales, Investments, Bloomberg Terminal, Social Media Marketing, International Relations, Customer Service, Microsoft Office, C++, R, SAS, VBA
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2012 — 2014
Master of Science (M.S.), Financial Engineering
Claremont McKenna College 2009 — 2013
Bachelor of Arts (B.A.), Robert Day School and Kravis Leadership Institute
San Francisco University High School 2005 — 2009
Casamir Partners May 2015 - Present
Bonfire Labs LLC August 2014 - May 2015
Anabi Oil December 2014 - April 2015
Institute of International Finance June 2013 - August 2013
Morgan Stanley June 2012 - July 2012
First Republic Bank July 2011 - August 2011
San Francisco District Attorney Kamala Harris June 2010 - August 2010
Skills
Data Analysis, Entrepreneurship, Marketing, Team Leadership, Strategic Planning, Sales, Investments, Bloomberg Terminal, Social Media Marketing, International Relations, Customer Service, Microsoft Office, C++, R, SAS, VBA
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2012 — 2014
Master of Science (M.S.), Financial Engineering
Claremont McKenna College 2009 — 2013
Bachelor of Arts (B.A.), Robert Day School and Kravis Leadership Institute
San Francisco University High School 2005 — 2009
Maryanne Sculley Maryanne Sculley's Morgan Stanley Experience September 1999 - March 2005
Job Executive Administrative Assistant/Office Manager
Industry Financial Services
Experience
New York Center for Living Inc December 2010 - September 2012
Diamondback Advisors January 2009 - July 2010
Satellite Asset Management April 2007 - November 2008
Lehman Brothers March 2005 - April 2007
Morgan Stanley September 1999 - March 2005
Education
City University of New York-John Jay College of Criminal Justice 1992 — 1995
B.A., Forensic Psychology, Minor in Law, Cum Laude
New York Center for Living Inc December 2010 - September 2012
Diamondback Advisors January 2009 - July 2010
Satellite Asset Management April 2007 - November 2008
Lehman Brothers March 2005 - April 2007
Morgan Stanley September 1999 - March 2005
Education
City University of New York-John Jay College of Criminal Justice 1992 — 1995
B.A., Forensic Psychology, Minor in Law, Cum Laude
Naresh Wadhwani MBA, CFP Naresh Wadhwani MBA, CFP's Morgan Stanley Experience 1999 - 2002
Job Certified Financial Planner and Professional Trader
Industry Financial Services
Experience
american portfolios October 2005 - December 2012
insurance allocations 2011 - 2011
KR Choksey 2004 - 2011
crump ins 1999 - 2011
citigroup 2002 - 2005
Morgan Stanley 1999 - 2002
Skills
Strategic Financial..., Retirement, Estate Planning, Financial Planners, Wealth Management, Investment Advisory, Insurance, Portfolio Management, Retirement Planning, Mutual Funds, Investments, Series 7, Series 63, 401k, Finance, Wealth, Capital Markets, Equities, Investment Strategies, Wealth Accumulation, Series 65, Life Insurance, Series 24, Hedge Funds, Trading, Fixed Annuities, Financial Services, Financial Modeling, Financial Advisory, Long Term Care Insurance, Asset Management, Certified Financial..., Investment Management, Asset Allocation, Relationship Management, Fixed Income, Financial Markets, Alternative Investments, Bonds, Banking, Risk Management, Long-term Care, Whole Life, Wealth Management..., Uniform Combined State..., FINRA, Employee Benefits, Pensions, Series 6, Securities
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1981 — 1983
studying in the MS program, international relations
Woodbury University 1977 — 1980
University of Mumbai 1976 — 1980
b.com, accounting
University of Mumbai 1972 — 1976
b.com, accounting
Barnes school devlali 1960 — 1971
high school, science
american portfolios October 2005 - December 2012
insurance allocations 2011 - 2011
KR Choksey 2004 - 2011
crump ins 1999 - 2011
citigroup 2002 - 2005
Morgan Stanley 1999 - 2002
Skills
Strategic Financial..., Retirement, Estate Planning, Financial Planners, Wealth Management, Investment Advisory, Insurance, Portfolio Management, Retirement Planning, Mutual Funds, Investments, Series 7, Series 63, 401k, Finance, Wealth, Capital Markets, Equities, Investment Strategies, Wealth Accumulation, Series 65, Life Insurance, Series 24, Hedge Funds, Trading, Fixed Annuities, Financial Services, Financial Modeling, Financial Advisory, Long Term Care Insurance, Asset Management, Certified Financial..., Investment Management, Asset Allocation, Relationship Management, Fixed Income, Financial Markets, Alternative Investments, Bonds, Banking, Risk Management, Long-term Care, Whole Life, Wealth Management..., Uniform Combined State..., FINRA, Employee Benefits, Pensions, Series 6, Securities
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1981 — 1983
studying in the MS program, international relations
Woodbury University 1977 — 1980
University of Mumbai 1976 — 1980
b.com, accounting
University of Mumbai 1972 — 1976
b.com, accounting
Barnes school devlali 1960 — 1971
high school, science
HUIDAN PANG HUIDAN PANG's Morgan Stanley Experience May 2011 - August 2011
Job Student at Clark University
Industry Financial Services
Experience
Morgan Stanley May 2011 - August 2011
Bank of East Asia July 2009 - September 2009
Skills
Thomson One, Bloomberg Terminal, Bloomberg, DCF, Equity Research
Education
Clark University 2010 — 2012
Master, Finance
Nanjing University of Aeronautics and Astronautics 2006 — 2010
BA, International Economics and Finance
Morgan Stanley May 2011 - August 2011
Bank of East Asia July 2009 - September 2009
Skills
Thomson One, Bloomberg Terminal, Bloomberg, DCF, Equity Research
Education
Clark University 2010 — 2012
Master, Finance
Nanjing University of Aeronautics and Astronautics 2006 — 2010
BA, International Economics and Finance
Henry Mollenthiel Henry Mollenthiel's Morgan Stanley Experience January 1996 - December 2002
Job Client Reporting and Statement Services
Industry Financial Services
Experience
Citi July 2008 - Present
Wachovia Bank July 2003 - June 2008
Morgan Stanley January 1996 - December 2002
Dean Witter, Discover & Co. February 1985 - December 1995
Merrill Lynch, Pierce, Fenner & Smith March 1982 - January 1985
Skills
Operations Management, Budget, Problem Solving, Project Management, Troubleshooting, Training, DTC, Bloomberg Terminal, Communication Skills, Cost Accounting, Foreign Exchange, Cash Management, Options, Performance Reviews, Repurchase Agreement, Profit/Loss..., System Testing, Procedure Creation, Leading Meetings, Budgets, Account Reconciliation, Equities, Derivatives, Banking, Mutual Funds, Investments, Bloomberg, Risk Management, FX Options, Trading
Education
Hunter College
Bachelor's degree, Mathematics
New Utrecht High School, Brooklyn, NY
Academic Studies
Citi July 2008 - Present
Wachovia Bank July 2003 - June 2008
Morgan Stanley January 1996 - December 2002
Dean Witter, Discover & Co. February 1985 - December 1995
Merrill Lynch, Pierce, Fenner & Smith March 1982 - January 1985
Skills
Operations Management, Budget, Problem Solving, Project Management, Troubleshooting, Training, DTC, Bloomberg Terminal, Communication Skills, Cost Accounting, Foreign Exchange, Cash Management, Options, Performance Reviews, Repurchase Agreement, Profit/Loss..., System Testing, Procedure Creation, Leading Meetings, Budgets, Account Reconciliation, Equities, Derivatives, Banking, Mutual Funds, Investments, Bloomberg, Risk Management, FX Options, Trading
Education
Hunter College
Bachelor's degree, Mathematics
New Utrecht High School, Brooklyn, NY
Academic Studies
Carolyn Calabria Carolyn Calabria's Morgan Stanley Experience February 1985 - June 2005
Job Director of Operations and Finance at Corporate Consulting Services
Industry Education Management
Experience
Corporate Consulting Services May 2014 - Present
Morgan Stanley Smith Barney June 2012 - March 2014
Claremont Preparatory School August 2009 - November 2012
Morgan Stanley February 1985 - June 2005
AG Becker January 1983 - January 1985
Skills
Research, Teaching, Public Relations, Writing, Change Management, Team Building, SDLC, Process Improvement, PeopleSoft, Vendor Management, Financial Reporting, Team Leadership, Project Management, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Public Speaking, Microsoft Word, Series 7, Program Management, Hedge Funds, Integration, Alternative Investments, Access, Visio, General Ledger, Risk Management, Accounting
Education
Hunter Business School 1986 — 1990
Hunter College 1976 — 1980
Education/Business Management
Corporate Consulting Services May 2014 - Present
Morgan Stanley Smith Barney June 2012 - March 2014
Claremont Preparatory School August 2009 - November 2012
Morgan Stanley February 1985 - June 2005
AG Becker January 1983 - January 1985
Skills
Research, Teaching, Public Relations, Writing, Change Management, Team Building, SDLC, Process Improvement, PeopleSoft, Vendor Management, Financial Reporting, Team Leadership, Project Management, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Public Speaking, Microsoft Word, Series 7, Program Management, Hedge Funds, Integration, Alternative Investments, Access, Visio, General Ledger, Risk Management, Accounting
Education
Hunter Business School 1986 — 1990
Hunter College 1976 — 1980
Education/Business Management
Dwana Agosto's Morgan Stanley Experience 2004 - 2005
Job Manager, SKI Administration at Memorial Sloan Kettering
Industry Hospital & Health Care
Experience
Memorial Sloan Kettering Cancer Center July 2014 - Present
Memorial Sloan-Kettering Cancer Center August 2007 - July 2014
Memorial Sloan-Kettering Cancer Center January 2005 - August 2007
Morgan Stanley 2004 - 2005
Skills
Program Development, Grants, Nonprofits, Fundraising, Volunteer Management, Community Outreach, Spanish, Budgets, Event Planning, Data Analysis, Research Administration, Grant Administration, French, NYS Notary Public, Grant Writing, Public Health, Healthcare, Policy Analysis, Case management, Grant Coordination, Penal code, Federal Law, Legal Research, Research studies, Statistical Data..., Staff Supervision, Investigative Techniques, Personal Training, Training Grants, Crime Scene..., Philanthropy, Research, Management
Education
John Jay College of Criminal Justice 2008 — 2011
Master's Degree, Criminal Justice/Investigative Techniques
Wesleyan University 1997 — 1999
Bachelor's degree, French Studies (Minor: International Politics)
Middlebury College 1995 — 1997
Transferred to Wesleyan, International/Global Studies
The Ethel Walker School 1991 — 1995
High school, High School/Secondary Diplomas and Certificates
The Town School 1989 — 1991
Junior High/Intermediate/Middle School Education and Teaching
Prep for Prep 1987 — 1988
Contingent XII
Memorial Sloan Kettering Cancer Center July 2014 - Present
Memorial Sloan-Kettering Cancer Center August 2007 - July 2014
Memorial Sloan-Kettering Cancer Center January 2005 - August 2007
Morgan Stanley 2004 - 2005
Skills
Program Development, Grants, Nonprofits, Fundraising, Volunteer Management, Community Outreach, Spanish, Budgets, Event Planning, Data Analysis, Research Administration, Grant Administration, French, NYS Notary Public, Grant Writing, Public Health, Healthcare, Policy Analysis, Case management, Grant Coordination, Penal code, Federal Law, Legal Research, Research studies, Statistical Data..., Staff Supervision, Investigative Techniques, Personal Training, Training Grants, Crime Scene..., Philanthropy, Research, Management
Education
John Jay College of Criminal Justice 2008 — 2011
Master's Degree, Criminal Justice/Investigative Techniques
Wesleyan University 1997 — 1999
Bachelor's degree, French Studies (Minor: International Politics)
Middlebury College 1995 — 1997
Transferred to Wesleyan, International/Global Studies
The Ethel Walker School 1991 — 1995
High school, High School/Secondary Diplomas and Certificates
The Town School 1989 — 1991
Junior High/Intermediate/Middle School Education and Teaching
Prep for Prep 1987 — 1988
Contingent XII
Jamal Akbar's Morgan Stanley Experience April 2001 - Present
Job Christian Life Coach at New Covenant Life Development
Industry Religious Institutions
Experience
New Covenant Life Development February 2015 - Present
New York State Chaplain Taskforce April 2014 - Present
Morgan Stanley April 2001 - Present
New York City Department of Correction October 1992 - December 1995
New York City Finance Department July 1985 - October 1992
Skills
Fire Safety, Life Safety, Security Management, Facilities Management, Fire Management, Contract Management, Budgets, Process Scheduler, Contract Negotiation, Security, Government, Management, Project Management, Private Investigations, Construction, Emergency Management, Risk Assessment, Supervisory Skills, Investigation, Training, Physical Security, Policy, Security Operations, Crisis Management, Police, Surveillance, Public Safety, Military, Operations Management, Team Building, Homeland Security, Executive Protection, Leadership, Security Clearance, Army, Project Planning, Program Management, Leadership Development, Enforcement, Team Leadership, Analysis, DoD, Firearms, Training Delivery, Public Speaking, Criminal Justice
Education
Newburgh Theological Seminary and Bible College 2014 — 2015
Bachelor's/Master's degree, Christian Counseling
City University of New York-John Jay College of Criminal Justice 1989 — 1990
Certification, Fire Safety Emergency Action Plan Director
New Covenant Life Development February 2015 - Present
New York State Chaplain Taskforce April 2014 - Present
Morgan Stanley April 2001 - Present
New York City Department of Correction October 1992 - December 1995
New York City Finance Department July 1985 - October 1992
Skills
Fire Safety, Life Safety, Security Management, Facilities Management, Fire Management, Contract Management, Budgets, Process Scheduler, Contract Negotiation, Security, Government, Management, Project Management, Private Investigations, Construction, Emergency Management, Risk Assessment, Supervisory Skills, Investigation, Training, Physical Security, Policy, Security Operations, Crisis Management, Police, Surveillance, Public Safety, Military, Operations Management, Team Building, Homeland Security, Executive Protection, Leadership, Security Clearance, Army, Project Planning, Program Management, Leadership Development, Enforcement, Team Leadership, Analysis, DoD, Firearms, Training Delivery, Public Speaking, Criminal Justice
Education
Newburgh Theological Seminary and Bible College 2014 — 2015
Bachelor's/Master's degree, Christian Counseling
City University of New York-John Jay College of Criminal Justice 1989 — 1990
Certification, Fire Safety Emergency Action Plan Director
Altagracia de Lara's Morgan Stanley Experience March 2011 - June 2013
Job Research Consultant at J.P. Morgan
Industry Information Services
Experience
J.P. Morgan June 2013 - Present
Morgan Stanley March 2011 - June 2013
Kantar Group August 2007 - April 2011
Rabobank March 2008 - August 2008
Newman Library @ Baruch College February 2008 - May 2008
Focalyst (A Millward Brown Company) August 2007 - April 2008
WPP May 2004 - June 2007
Canny, Bowen Inc. October 1991 - August 2003
Skills
Databases, Research, Online Research, Library, Factiva, Thomson Research, ThomsonOne, S&P CapIQ, OneSource, EMIS, Boardex, Morningstar, Alacra, MergerMarket, Bloomberg, Moody's, Fitch, EIU, IHS Global Insight, Hoovers, Microsoft Office
Education
Pratt Institute
MS
City University of New York-Hunter College
BA
J.P. Morgan June 2013 - Present
Morgan Stanley March 2011 - June 2013
Kantar Group August 2007 - April 2011
Rabobank March 2008 - August 2008
Newman Library @ Baruch College February 2008 - May 2008
Focalyst (A Millward Brown Company) August 2007 - April 2008
WPP May 2004 - June 2007
Canny, Bowen Inc. October 1991 - August 2003
Skills
Databases, Research, Online Research, Library, Factiva, Thomson Research, ThomsonOne, S&P CapIQ, OneSource, EMIS, Boardex, Morningstar, Alacra, MergerMarket, Bloomberg, Moody's, Fitch, EIU, IHS Global Insight, Hoovers, Microsoft Office
Education
Pratt Institute
MS
City University of New York-Hunter College
BA
Edward Feltham's Morgan Stanley Experience January 2006 - Present
Job Morgan Stanley Corporate Security & Investigations
Industry Security and Investigations
Experience
Morgan Stanley January 2006 - Present
US Department of Homeland Security (ICE) January 2003 - December 2005
United States Customs Service October 1984 - January 2003
Skills
Fraud, Private Investigations, Internal Investigations, Enforcement, Corporate Security, Emergency Management, Physical Security, Criminal Investigations, Background Checks, Investigation, Security Management, Surveillance, Due Diligence, Homeland Security, Interrogation, Personal Protection, Crisis Management, Criminal Justice, Public Safety, Policy, Litigation Support, Law Enforcement..., Security Clearance, Evidence, Asset Protection, Operational Risk..., Police, AML, Interviews, Crime Prevention, Tactics, Risk Assessment, Government, Criminal Law, Security Audits, Counterterrorism, FCPA, KYC, Executive Protection, Firearms, Protection, Investigative Reporting, Business Continuity, Security, Intelligence Analysis, Intelligence, Security Training, Risk Management, Security Operations, Computer Forensics
Education
John Jay College of Criminal Justice
Master of Public Administration (MPA)
John Jay College of Criminal Justice
Bachelor of Arts (B.A.), Criminal Justice
Morgan Stanley January 2006 - Present
US Department of Homeland Security (ICE) January 2003 - December 2005
United States Customs Service October 1984 - January 2003
Skills
Fraud, Private Investigations, Internal Investigations, Enforcement, Corporate Security, Emergency Management, Physical Security, Criminal Investigations, Background Checks, Investigation, Security Management, Surveillance, Due Diligence, Homeland Security, Interrogation, Personal Protection, Crisis Management, Criminal Justice, Public Safety, Policy, Litigation Support, Law Enforcement..., Security Clearance, Evidence, Asset Protection, Operational Risk..., Police, AML, Interviews, Crime Prevention, Tactics, Risk Assessment, Government, Criminal Law, Security Audits, Counterterrorism, FCPA, KYC, Executive Protection, Firearms, Protection, Investigative Reporting, Business Continuity, Security, Intelligence Analysis, Intelligence, Security Training, Risk Management, Security Operations, Computer Forensics
Education
John Jay College of Criminal Justice
Master of Public Administration (MPA)
John Jay College of Criminal Justice
Bachelor of Arts (B.A.), Criminal Justice
Renetta Evans's Morgan Stanley Experience November 2004 - May 2008
Job Marketing Program Manager
Industry Marketing and Advertising
Experience
Wells Fargo August 2015 - Present
Wells Fargo November 2013 - Present
Wells Fargo November 2013 - July 2015
Bank of America Merrill Lynch June 2013 - November 2013
Fifth Third Bank August 2012 - June 2013
Wells Fargo Bank May 2011 - May 2012
Morgan Stanley November 2004 - May 2008
MCI January 2004 - June 2004
MCI June 2001 - January 2004
Bank of America May 2000 - August 2000
Skills
Direct Marketing, Marketing Management, B2B, Budgeting, Marketing Strategy, Marketing Communications
Education
Clark Atlanta University 1999 — 2001
Master of Business Administration (MBA), Marketing
University of North Carolina at Charlotte - Belk College of Business
BA, Economics
Wells Fargo August 2015 - Present
Wells Fargo November 2013 - Present
Wells Fargo November 2013 - July 2015
Bank of America Merrill Lynch June 2013 - November 2013
Fifth Third Bank August 2012 - June 2013
Wells Fargo Bank May 2011 - May 2012
Morgan Stanley November 2004 - May 2008
MCI January 2004 - June 2004
MCI June 2001 - January 2004
Bank of America May 2000 - August 2000
Skills
Direct Marketing, Marketing Management, B2B, Budgeting, Marketing Strategy, Marketing Communications
Education
Clark Atlanta University 1999 — 2001
Master of Business Administration (MBA), Marketing
University of North Carolina at Charlotte - Belk College of Business
BA, Economics
Vincent, Ron's Morgan Stanley Experience May 1977 - Present
Job svp at morgan stanley
Industry Financial Services
Experience
morgan stanley May 1977 - Present
Education
City University of New York-Hunter College
morgan stanley May 1977 - Present
Education
City University of New York-Hunter College
Joan Tally's Morgan Stanley Experience February 2014 - Present
Job Executive Director, Global Sustainable Finance at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley February 2014 - Present
NYC Housing Development Corp. April 2011 - January 2014
NYC Housing Development Corp March 2008 - August 2011
Education
City University of New York-Hunter College
Master of Urban Planning, City/Urban, Community and Regional Planning
Morgan Stanley February 2014 - Present
NYC Housing Development Corp. April 2011 - January 2014
NYC Housing Development Corp March 2008 - August 2011
Education
City University of New York-Hunter College
Master of Urban Planning, City/Urban, Community and Regional Planning
Nigel Franklyn's Morgan Stanley Experience March 2010 - August 2012
Job Vice President, Financial Reporting
Industry Accounting
Experience
The Prudential Insurance Company of America December 2014 - Present
Standard Chartered Bank July 2014 - December 2014
Standard Chartered Bank August 2012 - July 2014
Morgan Stanley March 2010 - August 2012
KPMG August 2001 - March 2010
Salomon Smith Barney January 2000 - July 2001
Skills
Finance, Auditing, Management, Corporate Finance, Portfolio Management, Analysis, Financial Reporting, Risk Management, Accounting, Mutual Funds, Securities, Internal Controls, IFRS, Financial Analysis, GAAP, Budgets, Banking, Program Management, Sarbanes-Oxley Act, Internal Audit, Derivatives, Tax, Financial Statements, Project Management, Financial Accounting
Education
City University of New York-Hunter College 1994 — 1999
City University of New York-Hunter College 1994 — 1999
Master’s Degree, Accounting
The Prudential Insurance Company of America December 2014 - Present
Standard Chartered Bank July 2014 - December 2014
Standard Chartered Bank August 2012 - July 2014
Morgan Stanley March 2010 - August 2012
KPMG August 2001 - March 2010
Salomon Smith Barney January 2000 - July 2001
Skills
Finance, Auditing, Management, Corporate Finance, Portfolio Management, Analysis, Financial Reporting, Risk Management, Accounting, Mutual Funds, Securities, Internal Controls, IFRS, Financial Analysis, GAAP, Budgets, Banking, Program Management, Sarbanes-Oxley Act, Internal Audit, Derivatives, Tax, Financial Statements, Project Management, Financial Accounting
Education
City University of New York-Hunter College 1994 — 1999
City University of New York-Hunter College 1994 — 1999
Master’s Degree, Accounting
Saul Guttman's Morgan Stanley Experience August 2007 - March 2012
Job Application System Monitoring Engineer | SCOM at Citrix
Industry Computer Software
Experience
Citrix September 2013 - Present
Microsoft March 2012 - January 2013
Morgan Stanley August 2007 - March 2012
Coach, Inc. 2004 - 2007
Skills
Enterprise Architecture, Windows Server, Active Directory, Powershell, SCOM, Disaster Recovery, IT Strategy, System Deployment, ITIL, Virtualization, Microsoft Technologies, Citrix, Infrastructure, High Availability, Data Center, Windows
Education
City University of New York-Hunter College
Citrix September 2013 - Present
Microsoft March 2012 - January 2013
Morgan Stanley August 2007 - March 2012
Coach, Inc. 2004 - 2007
Skills
Enterprise Architecture, Windows Server, Active Directory, Powershell, SCOM, Disaster Recovery, IT Strategy, System Deployment, ITIL, Virtualization, Microsoft Technologies, Citrix, Infrastructure, High Availability, Data Center, Windows
Education
City University of New York-Hunter College
Kevin Rodman's Morgan Stanley Experience 1983 - 2008
Job Managing Director at Asset Based Lending, LLC "Hard Money Lender to RE Investors"
Industry Financial Services
Experience
Asset Based Lending, LLC "Hard Money Lender to RE Investors" July 2014 - Present
Maverick Funding Corporation February 2013 - July 2014
Primary Residential Mortgage May 2012 - January 2013
Knight Capital Group August 2010 - January 2012
Kevin Rodman Consulting LLC 2009 - 2012
Saxon Mortgage 2006 - 2008
Morgan Stanley Credit Corporation 2005 - 2008
Morgan Stanley Mortgage Capital 1997 - 2008
Morgan Stanley 1983 - 2008
Skills
Securitization, Loans, Mortgage Lending, Loan Servicing, Capital Markets, Structured Finance, MBS, Series 7, Asset Managment, Fixed Income, ABS, Residential Mortgages, Mortgage Banking, Asset Management, Investments, Loan Origination, Banking, Valuation, Portfolio Management, Bonds, Financial Risk, Credit, Risk Management, Wealth Management, Finance, Securities, Financial Structuring, Executive Management, Hedge Funds, Funding, Financial Services, Alternative Investments, Investment Banking, Credit Analysis, Structured Products, Private Equity, Due Diligence, Trading, Equities
Education
University of Pennsylvania 1980 — 1982
Master of Science, Energy Management and Policy
Clark University 1976 — 1980
BA, Government
Asset Based Lending, LLC "Hard Money Lender to RE Investors" July 2014 - Present
Maverick Funding Corporation February 2013 - July 2014
Primary Residential Mortgage May 2012 - January 2013
Knight Capital Group August 2010 - January 2012
Kevin Rodman Consulting LLC 2009 - 2012
Saxon Mortgage 2006 - 2008
Morgan Stanley Credit Corporation 2005 - 2008
Morgan Stanley Mortgage Capital 1997 - 2008
Morgan Stanley 1983 - 2008
Skills
Securitization, Loans, Mortgage Lending, Loan Servicing, Capital Markets, Structured Finance, MBS, Series 7, Asset Managment, Fixed Income, ABS, Residential Mortgages, Mortgage Banking, Asset Management, Investments, Loan Origination, Banking, Valuation, Portfolio Management, Bonds, Financial Risk, Credit, Risk Management, Wealth Management, Finance, Securities, Financial Structuring, Executive Management, Hedge Funds, Funding, Financial Services, Alternative Investments, Investment Banking, Credit Analysis, Structured Products, Private Equity, Due Diligence, Trading, Equities
Education
University of Pennsylvania 1980 — 1982
Master of Science, Energy Management and Policy
Clark University 1976 — 1980
BA, Government
Joanne Fazzari's Morgan Stanley Experience 1992 - 2002
Job Manager Secretarial/Document Services at Proskauer Rose LLP
Industry Legal Services
Experience
Proskauer Rose LLP August 2002 - Present
Morgan Stanley 1992 - 2002
Skills
Recruiting, Employee Relations, Human Resources, Training, Policy, Administration, Management, Talent Acquisition, Budgets, Temporary Placement, Conflict Resolution, Performance Management, Strategic Planning, Vendor Management, Contract Negotiation, Team Building, Deferred Compensation, Leadership
Education
City University of New York-Hunter College
BA
Proskauer Rose LLP August 2002 - Present
Morgan Stanley 1992 - 2002
Skills
Recruiting, Employee Relations, Human Resources, Training, Policy, Administration, Management, Talent Acquisition, Budgets, Temporary Placement, Conflict Resolution, Performance Management, Strategic Planning, Vendor Management, Contract Negotiation, Team Building, Deferred Compensation, Leadership
Education
City University of New York-Hunter College
BA
Julie Chi (Lee)'s Morgan Stanley Experience June 2005 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2005 - Present
Goldman Sachs December 1999 - June 2005
Long Term Capital Management, L.P. 1998 - 2000
NatWest 1997 - 1998
Skills
Equities, Business Development, Derivatives, Change Management, Financial Risk, Fixed Income, FX Options, Prime Brokerage, Onboarding, Banking, Settlement, Hedge Funds, Portfolio Management, Capital Markets, Governance
Education
Clark University 1988 — 1992
Morgan Stanley June 2005 - Present
Goldman Sachs December 1999 - June 2005
Long Term Capital Management, L.P. 1998 - 2000
NatWest 1997 - 1998
Skills
Equities, Business Development, Derivatives, Change Management, Financial Risk, Fixed Income, FX Options, Prime Brokerage, Onboarding, Banking, Settlement, Hedge Funds, Portfolio Management, Capital Markets, Governance
Education
Clark University 1988 — 1992
Molly Durant's Morgan Stanley Experience March 2009 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2009 - Present
Wells Fargo Bank, N.A. August 2005 - March 2009
Mellon Financial January 1998 - August 2005
Skills
Management, Leadership, Team Management, Negotiation, Customer Satisfaction, Risk Management, Customer Service
Education
Clarion University of Pennsylvania 1996 — 1998
Duquesne University 1994 — 1996
Morgan Stanley March 2009 - Present
Wells Fargo Bank, N.A. August 2005 - March 2009
Mellon Financial January 1998 - August 2005
Skills
Management, Leadership, Team Management, Negotiation, Customer Satisfaction, Risk Management, Customer Service
Education
Clarion University of Pennsylvania 1996 — 1998
Duquesne University 1994 — 1996
Kelly Orzillo's Morgan Stanley Experience September 2009 - July 2010
Job Wealth and Investment Management Risk Remediation
Industry Financial Services
Experience
Financial Services - Wealth and Investment Management June 2015 - Present
Barclays March 2013 - April 2015
UBS October 2011 - March 2013
Morgan Stanley Smith Barney July 2010 - September 2011
Morgan Stanley September 2009 - July 2010
Morgan Stanley May 2005 - August 2009
New York Life Insurance Company July 2003 - May 2005
New York Life August 2002 - December 2003
International Fund Administration April 2002 - July 2002
Cleary Gottlieb Steen & Hamilton LLP April 2000 - March 2002
Skills
Vendor Management, Series 7, Financial Risk, FINRA, Financial Regulation, Compliance, Business Continuity, Operational Risk..., Operational Risk, Wealth Management, Broker-Dealer, Training, Risk Management, Mutual Funds, Financial Services, Securities, Management, Internal Audit, Equities, Fixed Income, Banking
Education
The Chicago School of Professional Psychology 2007 — 2010
Master of Arts, Industrial/Organizational Psychology
City University of New York-John Jay College of Criminal Justice 1997 — 1999
Bachelor of Arts, Forensic Psychology
Financial Services - Wealth and Investment Management June 2015 - Present
Barclays March 2013 - April 2015
UBS October 2011 - March 2013
Morgan Stanley Smith Barney July 2010 - September 2011
Morgan Stanley September 2009 - July 2010
Morgan Stanley May 2005 - August 2009
New York Life Insurance Company July 2003 - May 2005
New York Life August 2002 - December 2003
International Fund Administration April 2002 - July 2002
Cleary Gottlieb Steen & Hamilton LLP April 2000 - March 2002
Skills
Vendor Management, Series 7, Financial Risk, FINRA, Financial Regulation, Compliance, Business Continuity, Operational Risk..., Operational Risk, Wealth Management, Broker-Dealer, Training, Risk Management, Mutual Funds, Financial Services, Securities, Management, Internal Audit, Equities, Fixed Income, Banking
Education
The Chicago School of Professional Psychology 2007 — 2010
Master of Arts, Industrial/Organizational Psychology
City University of New York-John Jay College of Criminal Justice 1997 — 1999
Bachelor of Arts, Forensic Psychology
Ben Finkelstein's Morgan Stanley Experience March 2007 - August 2013
Job Director at Bank of America
Industry Banking
Experience
Bank of America October 2013 - Present
Morgan Stanley March 2007 - August 2013
Morgan Stanley March 2005 - February 2007
Deutsche Bank 2003 - 2005
Deutsche Bank 1999 - 2003
Skills
Series 7, Series7, Prime Brokerage, Equities, Series 63
Education
Clark University 1996 — 1998
MBA, Finance
Indiana University Bloomington 1991 — 1995
BS, Education - Secondary Education, History/Political Science
Bank of America October 2013 - Present
Morgan Stanley March 2007 - August 2013
Morgan Stanley March 2005 - February 2007
Deutsche Bank 2003 - 2005
Deutsche Bank 1999 - 2003
Skills
Series 7, Series7, Prime Brokerage, Equities, Series 63
Education
Clark University 1996 — 1998
MBA, Finance
Indiana University Bloomington 1991 — 1995
BS, Education - Secondary Education, History/Political Science
Sonya Martirosyan's Morgan Stanley Experience May 1998 - December 2007
Job Financial Reporting Analyst (Consulting) at BNY Mellon
Industry Financial Services
Experience
BNY Mellon (Consulting) November 2014 - Present
Astoria Bank (Consulting) June 2014 - September 2014
Citi (Consulting) November 2013 - February 2014
HSBC July 2008 - June 2012
Morgan Stanley May 1998 - December 2007
Morgan Stanley April 1996 - April 1998
Skills
Fund Of Funds, Alternative Investments, Fund Administration, Fund Accounting, Hedge Funds, Financial Reporting, Fixed Income, Securities, Bloomberg, Mutual Funds, Account Reconciliation, Auditing, Valuation, Investments, Accounting, Financial Statements, Portfolio Management, IFRS, Analysis, Asset Managment, Financial Services, SEC, Middle Office, SEC filings, US GAAP, Asset Management, Back Office, Bloomberg Terminal, Financial Analysis
Education
City University of New York-Hunter College
Bachelor of Science Degree, Accounting
New York University Continuing Education
Certificate in Financial Statement Analysis
BNY Mellon (Consulting) November 2014 - Present
Astoria Bank (Consulting) June 2014 - September 2014
Citi (Consulting) November 2013 - February 2014
HSBC July 2008 - June 2012
Morgan Stanley May 1998 - December 2007
Morgan Stanley April 1996 - April 1998
Skills
Fund Of Funds, Alternative Investments, Fund Administration, Fund Accounting, Hedge Funds, Financial Reporting, Fixed Income, Securities, Bloomberg, Mutual Funds, Account Reconciliation, Auditing, Valuation, Investments, Accounting, Financial Statements, Portfolio Management, IFRS, Analysis, Asset Managment, Financial Services, SEC, Middle Office, SEC filings, US GAAP, Asset Management, Back Office, Bloomberg Terminal, Financial Analysis
Education
City University of New York-Hunter College
Bachelor of Science Degree, Accounting
New York University Continuing Education
Certificate in Financial Statement Analysis
Chris Lincoln's Morgan Stanley Experience March 1997 - Present
Job Back at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley March 1997 - Present
Ocean Beach Fire Department July 1991 - Present
JCL/APL, Inc. January 1980 - Present
APL society 1974 - Present
Second Life January 2008 - February 2015
Dyalog 1992 - February 2015
Morgan Stanley March 1997 - June 2011
Ocean Beach Fire Department 1991 - 2010
APL Pi, Inc. February 1982 - April 2008
Voter Research and Surveys 1979 - 2000
Skills
APL, Windsurfing, EMS, System Administration, Databases, Risk Management, Fixed Income, SDLC, Programming, Trading Systems, Leadership, Program Management, Software Development, Perl, Sybase, Operating Systems, Management, Linux, Capital Markets, Tested
Education
City University of New York-Hunter College 1974 — 1978
BA, Mathematics (Computer Science)
CCHS 1963 — 1966
High School Diploma, Calculus, Chemistry, Biology, French
Morgan Stanley March 1997 - Present
Ocean Beach Fire Department July 1991 - Present
JCL/APL, Inc. January 1980 - Present
APL society 1974 - Present
Second Life January 2008 - February 2015
Dyalog 1992 - February 2015
Morgan Stanley March 1997 - June 2011
Ocean Beach Fire Department 1991 - 2010
APL Pi, Inc. February 1982 - April 2008
Voter Research and Surveys 1979 - 2000
Skills
APL, Windsurfing, EMS, System Administration, Databases, Risk Management, Fixed Income, SDLC, Programming, Trading Systems, Leadership, Program Management, Software Development, Perl, Sybase, Operating Systems, Management, Linux, Capital Markets, Tested
Education
City University of New York-Hunter College 1974 — 1978
BA, Mathematics (Computer Science)
CCHS 1963 — 1966
High School Diploma, Calculus, Chemistry, Biology, French
Ben Seto's Morgan Stanley Experience MCR Team LeaderMorgan Stanley/Technical Operations Inc.2007 - Present
Job Consultant at Morgan Stanley
Industry Insurance
Experience
Morgan Stanley MCR Team LeaderMorgan Stanley/Technical Operations Inc.2007 - Present
Technical Operations, Inc 1996 - Present
Skills
Vendor Management, Customer Service, Video Conferencing, Integration, Streaming Media, System Design, AV, VoIP, Unified Communications, Telecommunications, Networking, Troubleshooting, Cisco Technologies, Broadcast, Project Management, Video, Tandberg
Education
City University of New York-John Jay College of Criminal Justice 1981 — 1983
Morgan Stanley MCR Team LeaderMorgan Stanley/Technical Operations Inc.2007 - Present
Technical Operations, Inc 1996 - Present
Skills
Vendor Management, Customer Service, Video Conferencing, Integration, Streaming Media, System Design, AV, VoIP, Unified Communications, Telecommunications, Networking, Troubleshooting, Cisco Technologies, Broadcast, Project Management, Video, Tandberg
Education
City University of New York-John Jay College of Criminal Justice 1981 — 1983
Frank Muscara's Morgan Stanley Experience January 2012 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley June 2009 - December 2011
Bank of New York Mellon May 2008 - November 2008
Northepointe Solutions December 2007 - May 2008
Lehman Brothers April 2006 - October 2007
State Street Bank June 2003 - May 2005
Skills
Reference Data, Fixed Income, Asset Managment, Equities, Middle Office, Portfolio Management, Capital Markets, Securities, Alternative Investments, Investments, Hedge Funds, Trading Systems, Derivatives, Wealth Management, Risk Management, Bonds, Financial Services, Market Data, Business Analysis, Back Office
Education
City University of New York-Hunter College
Morgan Stanley January 2012 - Present
Morgan Stanley June 2009 - December 2011
Bank of New York Mellon May 2008 - November 2008
Northepointe Solutions December 2007 - May 2008
Lehman Brothers April 2006 - October 2007
State Street Bank June 2003 - May 2005
Skills
Reference Data, Fixed Income, Asset Managment, Equities, Middle Office, Portfolio Management, Capital Markets, Securities, Alternative Investments, Investments, Hedge Funds, Trading Systems, Derivatives, Wealth Management, Risk Management, Bonds, Financial Services, Market Data, Business Analysis, Back Office
Education
City University of New York-Hunter College
Jeanette Fermin's Morgan Stanley Experience 2000 - 2005
Job Manager at Portigon Financial Services
Industry Financial Services
Experience
Portigon Financial Services (Formally WestLB AG) January 2008 - Present
WestLB September 2005 - December 2007
Morgan Stanley 2000 - 2005
Skills
Investment Banking, Capital Markets, Project Finance, Fixed Income, Structured Finance, Banking, Derivatives, Risk Management, Emerging Markets, Credit Risk, Corporate Finance, Portfolio Management, Vendor Management, Financial Modeling, Financial Risk, Back Office, FX Options, Project Management, Business Analysis, Credit
Education
City University of New York-Hunter College 1993 — 1996
Bachelor, English Language Arts
Portigon Financial Services (Formally WestLB AG) January 2008 - Present
WestLB September 2005 - December 2007
Morgan Stanley 2000 - 2005
Skills
Investment Banking, Capital Markets, Project Finance, Fixed Income, Structured Finance, Banking, Derivatives, Risk Management, Emerging Markets, Credit Risk, Corporate Finance, Portfolio Management, Vendor Management, Financial Modeling, Financial Risk, Back Office, FX Options, Project Management, Business Analysis, Credit
Education
City University of New York-Hunter College 1993 — 1996
Bachelor, English Language Arts
Julie Bowerman's Morgan Stanley Experience August 2013 - July 2015
Job Communications and Special Projects at Morgan Stanley Wealth Management Compliance
Industry Financial Services
Experience
Morgan Stanley August 2013 - July 2015
Teach for America June 2009 - July 2013
Skills
Nonprofits
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (MBA)
Hunter College 2009 — 2011
Masters, Education
Washington University in St. Louis 2005 — 2009
Morgan Stanley August 2013 - July 2015
Teach for America June 2009 - July 2013
Skills
Nonprofits
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (MBA)
Hunter College 2009 — 2011
Masters, Education
Washington University in St. Louis 2005 — 2009
Susan Boyle's Morgan Stanley Experience January 2013 - Present
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley May 2010 - January 2013
Citigroup June 2000 - May 2010
ROCKLAND COUNTY HEALTH DEPARTMENT October 1998 - June 2000
SALOMON SMITH BARNEY INC. April 1997 - September 1998
GRUNTAL & CO, INC November 1996 - April 1997
SMITH BARNEY SHEARSON INC., NEW YORK, NY December 1989 - November 1996
Skills
Banking, Risk Management, Finance, Financial Analysis, Trading, Fixed Income, Valuation, Securities, Accounting, Financial Services, Equities, Auditing, Financial Reporting, Financial Risk, Hedge Funds
Education
City University of New York-Hunter College 1990 — 1995
M.S., Elementary Education
New York University - Leonard N. Stern School of Business 1982 — 1986
B.S., Accounting
Morgan Stanley January 2013 - Present
Morgan Stanley May 2010 - January 2013
Citigroup June 2000 - May 2010
ROCKLAND COUNTY HEALTH DEPARTMENT October 1998 - June 2000
SALOMON SMITH BARNEY INC. April 1997 - September 1998
GRUNTAL & CO, INC November 1996 - April 1997
SMITH BARNEY SHEARSON INC., NEW YORK, NY December 1989 - November 1996
Skills
Banking, Risk Management, Finance, Financial Analysis, Trading, Fixed Income, Valuation, Securities, Accounting, Financial Services, Equities, Auditing, Financial Reporting, Financial Risk, Hedge Funds
Education
City University of New York-Hunter College 1990 — 1995
M.S., Elementary Education
New York University - Leonard N. Stern School of Business 1982 — 1986
B.S., Accounting
Chris Solgan's Morgan Stanley Experience November 2004 - April 2006
Job Assistant General Counsel at BATS Global Markets
Industry Investment Banking
Experience
BATS Global Markets, Inc. May 2013 - Present
National Stock Exchange, Inc. October 2012 - May 2013
Credit Suisse Securities (USA) LLC April 2006 - October 2012
Morgan Stanley November 2004 - April 2006
U.S. Securities & Exchange Commission August 2001 - October 2004
Skills
Broker Dealer, Equities, Securities Law, Securities Regulation, Securities, Equity Capital Markets, Trading, Equity Trading, Control..., Equity Research, Restricted Securities..., Broker Dealer Compliance, Equity Market Structure, Self Regulatory..., Investment Banking, FINRA, Broker-Dealer, SEC, Due Diligence, Financial Services
Education
New York Law School 1997 — 2001
JD
City University of New York-John Jay College of Criminal Justice 1995 — 1997
BS, Criminal Justice
BATS Global Markets, Inc. May 2013 - Present
National Stock Exchange, Inc. October 2012 - May 2013
Credit Suisse Securities (USA) LLC April 2006 - October 2012
Morgan Stanley November 2004 - April 2006
U.S. Securities & Exchange Commission August 2001 - October 2004
Skills
Broker Dealer, Equities, Securities Law, Securities Regulation, Securities, Equity Capital Markets, Trading, Equity Trading, Control..., Equity Research, Restricted Securities..., Broker Dealer Compliance, Equity Market Structure, Self Regulatory..., Investment Banking, FINRA, Broker-Dealer, SEC, Due Diligence, Financial Services
Education
New York Law School 1997 — 2001
JD
City University of New York-John Jay College of Criminal Justice 1995 — 1997
BS, Criminal Justice
Clifford Ross's Morgan Stanley Experience May 2006 - May 2007
Job Program Analyst at Delta Air Lines
Industry Financial Services
Experience
Delta Air Lines January 2012 - Present
AT&T Mobility August 2011 - November 2011
Allscripts November 2010 - April 2011
INVeSHARE, Inc. December 2009 - October 2010
Safeguard Properties LLC September 2007 - August 2009
Morgan Stanley May 2006 - May 2007
GSA September 2002 - April 2006
Winn Dixie Inc. February 2002 - August 2002
Assurant April 1999 - February 2002
Skills
Forecasting, Financial Analysis, Financial Reporting, Accounting, General Ledger, Management, Hyperion Enterprise, Analysis, Process Improvement, Finance, Microsoft Excel, Account Reconciliation, PeopleSoft, Financial Accounting, Project Planning, PowerPoint, CRM, Budgets, Financial Statements, Accounts Payable, Leadership, Outlook, Fixed Assets, Microsoft Word
Education
Keller Graduate School of Management 1999 — 2001
Masters, Information Systems
Clark Atlanta University 1994 — 1997
Business, Management/Finance
Delta Air Lines January 2012 - Present
AT&T Mobility August 2011 - November 2011
Allscripts November 2010 - April 2011
INVeSHARE, Inc. December 2009 - October 2010
Safeguard Properties LLC September 2007 - August 2009
Morgan Stanley May 2006 - May 2007
GSA September 2002 - April 2006
Winn Dixie Inc. February 2002 - August 2002
Assurant April 1999 - February 2002
Skills
Forecasting, Financial Analysis, Financial Reporting, Accounting, General Ledger, Management, Hyperion Enterprise, Analysis, Process Improvement, Finance, Microsoft Excel, Account Reconciliation, PeopleSoft, Financial Accounting, Project Planning, PowerPoint, CRM, Budgets, Financial Statements, Accounts Payable, Leadership, Outlook, Fixed Assets, Microsoft Word
Education
Keller Graduate School of Management 1999 — 2001
Masters, Information Systems
Clark Atlanta University 1994 — 1997
Business, Management/Finance
dan medcalf's Morgan Stanley Experience March 2006 - Present
Job Associate at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley March 2006 - Present
CSTechnology February 2005 - February 2006
RTFM Consulting January 1998 - January 2005
Education
City University of New York-Hunter College 1993 — 1996
History
Morgan Stanley March 2006 - Present
CSTechnology February 2005 - February 2006
RTFM Consulting January 1998 - January 2005
Education
City University of New York-Hunter College 1993 — 1996
History
Toni Dereska's Morgan Stanley Experience January 2010 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2010 - Present
DiMaio Ahmad Capital January 2005 - January 2010
Tiber Asset Management January 2003 - January 2005
Credit Suisse August 2000 - January 2003
Education
City University of New York-Hunter College
B.A., English
Morgan Stanley January 2010 - Present
DiMaio Ahmad Capital January 2005 - January 2010
Tiber Asset Management January 2003 - January 2005
Credit Suisse August 2000 - January 2003
Education
City University of New York-Hunter College
B.A., English
Jose De La Rosa's Morgan Stanley Experience 1997 - 2000
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2011 - Present
Merrill Lynch 2006 - January 2011
JDR Labs, Inc. June 2000 - January 2011
UBS 2000 - 2005
Morgan Stanley 1997 - 2000
BondNet Trading 1995 - 1997
Deutsche Bank 1992 - 1995
New Windsor Associates 1987 - 1992
Skills
Performance Engineering, Application Development, Software Development, Trading Systems, Low Latency, Electronic Trading, Performance Testing, Capital Markets, Distributed Systems, PMO, Market Data, Performance Tuning, Software Project..., Enterprise Architecture, Oracle, SDLC
Education
City University of New York-Hunter College 1980 — 1984
B.A., Computer Science
Bank of America Merrill Lynch February 2011 - Present
Merrill Lynch 2006 - January 2011
JDR Labs, Inc. June 2000 - January 2011
UBS 2000 - 2005
Morgan Stanley 1997 - 2000
BondNet Trading 1995 - 1997
Deutsche Bank 1992 - 1995
New Windsor Associates 1987 - 1992
Skills
Performance Engineering, Application Development, Software Development, Trading Systems, Low Latency, Electronic Trading, Performance Testing, Capital Markets, Distributed Systems, PMO, Market Data, Performance Tuning, Software Project..., Enterprise Architecture, Oracle, SDLC
Education
City University of New York-Hunter College 1980 — 1984
B.A., Computer Science
Sara Schlubach's Morgan Stanley Experience 2006 - 2008
Job Indirect Procurement Category Manager at Atos
Industry Information Technology and Services
Experience
Atos February 2013 - Present
Pfizer October 2011 - February 2013
Pfizer December 2008 - October 2011
Morgan Stanley 2006 - 2008
SunGard 2005 - 2006
Skills
Visio, Cross-functional Team..., Project Management, Change Management, Vendor Management, Leadership, Microsoft Excel, Strategic Sourcing, Strategic Planning, Procurement, Management, Process Improvement, Contract Negotiation, Forecasting, Risk Management, Strategy, Outsourcing, Team Building, Supply Chain Management, Business Process..., Team Leadership, Business Analysis, Program Management, Analysis, Business Process, Six Sigma, ERP, Supply Management, Supply Chain, SAP
Education
City University of New York-John Jay College of Criminal Justice 2001 — 2005
BA, Criminal Justice
Atos February 2013 - Present
Pfizer October 2011 - February 2013
Pfizer December 2008 - October 2011
Morgan Stanley 2006 - 2008
SunGard 2005 - 2006
Skills
Visio, Cross-functional Team..., Project Management, Change Management, Vendor Management, Leadership, Microsoft Excel, Strategic Sourcing, Strategic Planning, Procurement, Management, Process Improvement, Contract Negotiation, Forecasting, Risk Management, Strategy, Outsourcing, Team Building, Supply Chain Management, Business Process..., Team Leadership, Business Analysis, Program Management, Analysis, Business Process, Six Sigma, ERP, Supply Management, Supply Chain, SAP
Education
City University of New York-John Jay College of Criminal Justice 2001 — 2005
BA, Criminal Justice
Reginald Gardere's Morgan Stanley Experience March 2007 - April 2009
Job Desktop Support Consultant at New Mountain Capital
Industry Information Technology and Services
Experience
New Mountain Capital April 2010 - Present
Goldman Sachs November 2009 - February 2010
Digital Kitchen August 2009 - November 2009
Morgan Stanley March 2007 - April 2009
Daiichi Sankyo December 2001 - March 2007
Merck November 2000 - August 2001
National Football League July 2000 - November 2000
UMDNJ - Cancer Institute of NJ November 1996 - July 2000
Education
PCAge Computer Training Center 2000 — 2000
Certification, Network Systems Adminstration
DeVry Institute 1990 — 1992
Associates, Computer Science
City University of New York-Hunter College
Bachelors, Political Science
NY Business Institute
Cisco CCNA
New Mountain Capital April 2010 - Present
Goldman Sachs November 2009 - February 2010
Digital Kitchen August 2009 - November 2009
Morgan Stanley March 2007 - April 2009
Daiichi Sankyo December 2001 - March 2007
Merck November 2000 - August 2001
National Football League July 2000 - November 2000
UMDNJ - Cancer Institute of NJ November 1996 - July 2000
Education
PCAge Computer Training Center 2000 — 2000
Certification, Network Systems Adminstration
DeVry Institute 1990 — 1992
Associates, Computer Science
City University of New York-Hunter College
Bachelors, Political Science
NY Business Institute
Cisco CCNA
Lena Fradelakis's Morgan Stanley Experience July 1990 - Present
Job Executive Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 1990 - Present
Seiko Corporation of America 1987 - 1990
Skills
Customer Service, Sales, Administrative..., Outlook, Office Management, Microsoft Excel, PowerPoint, Travel Arrangements, Spreadsheets, Lotus Notes, Microsoft Word, Microsoft Office, Access, Office Administration
Education
New York School 1980 — 1981
MLT, Licensed Laboratory Technologist
City University of New York-Hunter College 1977 — 1980
Psychology
Mabel Dean Bacon 1974 — 1977
MEDICAL ASSISTANT
Morgan Stanley July 1990 - Present
Seiko Corporation of America 1987 - 1990
Skills
Customer Service, Sales, Administrative..., Outlook, Office Management, Microsoft Excel, PowerPoint, Travel Arrangements, Spreadsheets, Lotus Notes, Microsoft Word, Microsoft Office, Access, Office Administration
Education
New York School 1980 — 1981
MLT, Licensed Laboratory Technologist
City University of New York-Hunter College 1977 — 1980
Psychology
Mabel Dean Bacon 1974 — 1977
MEDICAL ASSISTANT
Matthew Blank's Morgan Stanley Experience 2014 - Present
Job Remote Computing Operations
Industry Computer Software
Experience
Morgan Stanley 2014 - Present
Morgan Stanley 2013 - 2014
Morgan Stanley 2010 - 2013
Skills
Customer Service..., Technical Support, Relationship Management, Technical Writing, Vendor Relationship..., Vendor Management, Creative Writing, Customer Service, Relationship Building, Procurement, Proofreading, Grammar, Microsoft Office, Fiction, Microsoft Excel, Content Management, Editing, System Administration, Copywriting, Writing Skills, Writing, Blogging, Management, Microsoft Word, Social Media, Mobile Devices, Project Management
Education
City University of New York-Hunter College 2005 — 2012
Creative Writing, Theatre
City University of New York-Hunter College
Morgan Stanley 2014 - Present
Morgan Stanley 2013 - 2014
Morgan Stanley 2010 - 2013
Skills
Customer Service..., Technical Support, Relationship Management, Technical Writing, Vendor Relationship..., Vendor Management, Creative Writing, Customer Service, Relationship Building, Procurement, Proofreading, Grammar, Microsoft Office, Fiction, Microsoft Excel, Content Management, Editing, System Administration, Copywriting, Writing Skills, Writing, Blogging, Management, Microsoft Word, Social Media, Mobile Devices, Project Management
Education
City University of New York-Hunter College 2005 — 2012
Creative Writing, Theatre
City University of New York-Hunter College
Scott Lin, CFA's Morgan Stanley Experience March 2006 - February 2007
Job Treasurer
Industry Accounting
Experience
King Street Capital Management May 2013 - Present
King Street Capital Management February 2007 - May 2013
Morgan Stanley March 2006 - February 2007
Goldman Sachs December 2002 - January 2006
PricewaterhouseCoopers January 2001 - December 2002
Skills
Fund Accounting, Derivatives, Valuation, Fixed Income, Hedge Funds
Education
Claremont McKenna College 1996 — 2000
accounting
Pomona College 1996 — 2000
BA, Mathematical Economics
King Street Capital Management May 2013 - Present
King Street Capital Management February 2007 - May 2013
Morgan Stanley March 2006 - February 2007
Goldman Sachs December 2002 - January 2006
PricewaterhouseCoopers January 2001 - December 2002
Skills
Fund Accounting, Derivatives, Valuation, Fixed Income, Hedge Funds
Education
Claremont McKenna College 1996 — 2000
accounting
Pomona College 1996 — 2000
BA, Mathematical Economics
Mauricio Calderon's Morgan Stanley Experience 2006 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
JP Morgan September 2009 - Present
UBS 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
Investments, Banking, Finance, Financial Services, Due Diligence, Management, Trading, Credit, Accounting, Internal Audit, Access, Cross-functional Team..., Portfolio Management, Financial Markets, Valuation, Risk Management, FX Options
Education
City University of New York-Hunter College
B.A., Economics
JP Morgan September 2009 - Present
UBS 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
Investments, Banking, Finance, Financial Services, Due Diligence, Management, Trading, Credit, Accounting, Internal Audit, Access, Cross-functional Team..., Portfolio Management, Financial Markets, Valuation, Risk Management, FX Options
Education
City University of New York-Hunter College
B.A., Economics
Maria Hanrahan's Morgan Stanley Experience 1994 - Present
Job Executive Assistant
Industry Investment Banking
Experience
Morgan Stanley 1994 - Present
Serfin Securities 1991 - 1994
Bertelsmann, Inc. 1987 - 1991
Skills
Administrative..., Travel Arrangements, Equities, Bloomberg, Investment Banking, Outlook, Microsoft Excel, Office Management, Calendaring, Lotus Notes, Fixed Income, PowerPoint, Concur, Calendars, Investments
Education
City University of New York-Hunter College 2001 — 2008
Bachelor's degree, Psychology, Studio Art, Thomas Hunter Honors Program, Graduated Cum Laude
Morgan Stanley 1994 - Present
Serfin Securities 1991 - 1994
Bertelsmann, Inc. 1987 - 1991
Skills
Administrative..., Travel Arrangements, Equities, Bloomberg, Investment Banking, Outlook, Microsoft Excel, Office Management, Calendaring, Lotus Notes, Fixed Income, PowerPoint, Concur, Calendars, Investments
Education
City University of New York-Hunter College 2001 — 2008
Bachelor's degree, Psychology, Studio Art, Thomas Hunter Honors Program, Graduated Cum Laude
Jodi Baabdady's Morgan Stanley Experience December 2006 - May 2009
Job Executive Assistant at PDL Investment Company
Industry Investment Banking
Experience
PDL Investment June 2013 - Present
Morgan Stanley December 2006 - May 2009
New York Presbyterian October 2001 - February 2005
Skills
Management, Executive..., PowerPoint, Microsoft Word, Research, Customer Service, Microsoft Excel, Outlook, Leadership, Project Management
Education
City University of New York-Hunter College
Associate of Arts (AA)
Suffolk County Community College
Associate of Arts (AA)
PDL Investment June 2013 - Present
Morgan Stanley December 2006 - May 2009
New York Presbyterian October 2001 - February 2005
Skills
Management, Executive..., PowerPoint, Microsoft Word, Research, Customer Service, Microsoft Excel, Outlook, Leadership, Project Management
Education
City University of New York-Hunter College
Associate of Arts (AA)
Suffolk County Community College
Associate of Arts (AA)
Christopher Sevrens's Morgan Stanley Experience March 2011 - October 2014
Job Managing Director, Head of DCM Syndicate, Americas at Natixis
Industry Financial Services
Experience
Natixis December 2014 - Present
Morgan Stanley March 2011 - October 2014
Citadel Investment Group June 2009 - March 2011
Merrill Lynch August 1996 - January 2009
Crowell, Weedon & Co. 1991 - 1994
Smith Barney 1989 - 1991
Skills
Capital Markets, Leveraged Finance, Investment Banking, Fixed Income, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Securities, Bloomberg
Education
UCLA Anderson School of Management 1994 — 1996
MBA, Finance
Claremont McKenna College 1985 — 1989
BA, Economics, Mathematics
Natixis December 2014 - Present
Morgan Stanley March 2011 - October 2014
Citadel Investment Group June 2009 - March 2011
Merrill Lynch August 1996 - January 2009
Crowell, Weedon & Co. 1991 - 1994
Smith Barney 1989 - 1991
Skills
Capital Markets, Leveraged Finance, Investment Banking, Fixed Income, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Securities, Bloomberg
Education
UCLA Anderson School of Management 1994 — 1996
MBA, Finance
Claremont McKenna College 1985 — 1989
BA, Economics, Mathematics
Doug Siegal's Morgan Stanley Experience January 2004 - January 2007
Job Director of Sales at Stella & Chewy's
Industry Food Production
Experience
Stella & Chewy's 2005 - Present
Morgan Stanley January 2004 - January 2007
Spear, Leeds & Kellogg January 1991 - 2002
Skills
Consumer Products, Trade Shows, Merchandising, Retail, Sales, Sales Management, Product Development, Account Management, Forecasting, Inventory Management, Team Building, Marketing, Strategic Planning, Online Marketing, Management, Social Media Marketing, Customer Service, Key Account Development, Start-ups, Business Planning, Marketing Strategy, New Business Development
Education
Clark University 1986 — 1990
BA
Stella & Chewy's 2005 - Present
Morgan Stanley January 2004 - January 2007
Spear, Leeds & Kellogg January 1991 - 2002
Skills
Consumer Products, Trade Shows, Merchandising, Retail, Sales, Sales Management, Product Development, Account Management, Forecasting, Inventory Management, Team Building, Marketing, Strategic Planning, Online Marketing, Management, Social Media Marketing, Customer Service, Key Account Development, Start-ups, Business Planning, Marketing Strategy, New Business Development
Education
Clark University 1986 — 1990
BA
Sara Reed's Morgan Stanley Experience March 2014 - March 2015
Job Associate at Providence Equity Partners
Industry Financial Services
Experience
Providence Equity Partners March 2015 - Present
Morgan Stanley March 2014 - March 2015
Morgan Stanley June 2012 - March 2014
Deutsche Bank May 2011 - August 2011
Skills
Investments, Portfolio Management, Stata, Microsoft Office, Series 7, Series 63, Product Management, eVestment, Zephyr, Bloomberg, Investment Banking, Microsoft Excel, Morningstar, Callan, Series 79
Education
Claremont McKenna College 2008 — 2012
Bachelor of Arts (B.A.), Economics, Finance
Robert Day School of Economics and Finance
Bachelor of Arts (BA), Economics, Finance
Providence Equity Partners March 2015 - Present
Morgan Stanley March 2014 - March 2015
Morgan Stanley June 2012 - March 2014
Deutsche Bank May 2011 - August 2011
Skills
Investments, Portfolio Management, Stata, Microsoft Office, Series 7, Series 63, Product Management, eVestment, Zephyr, Bloomberg, Investment Banking, Microsoft Excel, Morningstar, Callan, Series 79
Education
Claremont McKenna College 2008 — 2012
Bachelor of Arts (B.A.), Economics, Finance
Robert Day School of Economics and Finance
Bachelor of Arts (BA), Economics, Finance
Andrew Hennessy's Morgan Stanley Experience May 2008 - August 2008
Job MBA Candidate at Tuck School of Business at Dartmouth College
Industry Fund-Raising
Experience
Tuck School of Business at Dartmouth College 2015 - Present
Teach For America August 2013 - June 2015
Urban Assembly Bronx Academy of Letters June 2012 - July 2013
Urban Assembly Bronx Academy of Letters May 2009 - August 2012
Morgan Stanley May 2008 - August 2008
Skills
Teaching, Fundraising, Data Analysis, Community Outreach, Tutoring, Nonprofits, Business Strategy, New Business Development, Staff Development, Curriculum Development, Political Campaigns, Event Planning, Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (M.B.A.)
City University of New York-Hunter College 2009 — 2011
Master of Science (MS), Education
Tulane University 2005 — 2009
BA, History and International Relations
Tuck School of Business at Dartmouth College 2015 - Present
Teach For America August 2013 - June 2015
Urban Assembly Bronx Academy of Letters June 2012 - July 2013
Urban Assembly Bronx Academy of Letters May 2009 - August 2012
Morgan Stanley May 2008 - August 2008
Skills
Teaching, Fundraising, Data Analysis, Community Outreach, Tutoring, Nonprofits, Business Strategy, New Business Development, Staff Development, Curriculum Development, Political Campaigns, Event Planning, Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (M.B.A.)
City University of New York-Hunter College 2009 — 2011
Master of Science (MS), Education
Tulane University 2005 — 2009
BA, History and International Relations
Andrea McCollum's Morgan Stanley Experience August 2011 - April 2013
Job Sales and Trading at Goldman Sachs
Industry Banking
Experience
Goldman Sachs May 2013 - Present
Event Elevation January 2010 - Present
Morgan Stanley August 2011 - April 2013
Pomerantz Haudek Grossman & Gross LLP June 2001 - May 2011
Skills
Event Management, Employee Relations, Training, Talent Acquisition, Project Management, Marketing, Leadership, Employee Benefits, Networking, Human Resources, Vendor Relationships, Program Coordination, Onboarding, Multi Tasking, Learning Management..., System Administration, Program Management, Time Management, Event Planning, Personnel Management, Budgets, Sales
Education
City University of New York-Hunter College
BA, Media Studies/Political Science
City University of New York-John Jay College of Criminal Justice
MPA, HUMAN RESOURCES
Goldman Sachs May 2013 - Present
Event Elevation January 2010 - Present
Morgan Stanley August 2011 - April 2013
Pomerantz Haudek Grossman & Gross LLP June 2001 - May 2011
Skills
Event Management, Employee Relations, Training, Talent Acquisition, Project Management, Marketing, Leadership, Employee Benefits, Networking, Human Resources, Vendor Relationships, Program Coordination, Onboarding, Multi Tasking, Learning Management..., System Administration, Program Management, Time Management, Event Planning, Personnel Management, Budgets, Sales
Education
City University of New York-Hunter College
BA, Media Studies/Political Science
City University of New York-John Jay College of Criminal Justice
MPA, HUMAN RESOURCES
George Vunni's Morgan Stanley Experience 1999 - 2001
Job Staff Scientist at US Department of Homeland Security/SSL
Industry Research
Experience
US Department of Homeland Security March 2014 - Present
US Army Research Laboratory/Bowhead 2009 - Present
Columbia University 1999 - 2005
Morgan Stanley 1999 - 2001
Skills
Mathematical Modeling, Numerical Analysis, Physics, Simulations, Numerical Simulation, Finite Element Analysis, Modeling, Materials Science, Matlab, R&D, Nanotechnology, Scientific Computing, Experimentation, Spectroscopy, Fortran, High Perfomance...
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1998 — 2006
PhD, Applied Physics
UWC 1988 — 1990
Clark University
UWC Atlantic
UWC Atlantic
UWC Atlantic
UWC of Atlantic College
US Department of Homeland Security March 2014 - Present
US Army Research Laboratory/Bowhead 2009 - Present
Columbia University 1999 - 2005
Morgan Stanley 1999 - 2001
Skills
Mathematical Modeling, Numerical Analysis, Physics, Simulations, Numerical Simulation, Finite Element Analysis, Modeling, Materials Science, Matlab, R&D, Nanotechnology, Scientific Computing, Experimentation, Spectroscopy, Fortran, High Perfomance...
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1998 — 2006
PhD, Applied Physics
UWC 1988 — 1990
Clark University
UWC Atlantic
UWC Atlantic
UWC Atlantic
UWC of Atlantic College
Yuri L's Morgan Stanley Experience May 2010 - April 2011
Job Product Valuation, Business Analyst, Quality Assurance, Product Control
Industry Banking
Experience
Barclays, HSBC, Credit Suisse January 2012 - Present
Morgan Stanley May 2010 - April 2011
Goldman Sachs November 2009 - May 2010
DnB NOR Bank October 2008 - October 2009
RBC Capital Markets March 2007 - August 2008
Merrill Lynch & Company September 2005 - March 2007
ACS, a Xerox Company March 2001 - August 2005
Skills
Derivatives, Equities, Bloomberg, Fixed Income, Accounting, Risk Management, VBA, Hyperion Enterprise, Swaps, Microsoft Office, Bonds, Budgets, Finance, Cash Flow, Forecasting, Spreadsheets, Accruals, Balance, Executive Management, Pricing, Middle Office, Trading
Education
Hunter College 1996 — 2001
Bachelor of Science, Economics; Finance
City University of New York-Hunter College 1996 — 2000
BA, Economics
Hunter College 1996 — 2000
Bachelor of Science, Economics; Finance
Barclays, HSBC, Credit Suisse January 2012 - Present
Morgan Stanley May 2010 - April 2011
Goldman Sachs November 2009 - May 2010
DnB NOR Bank October 2008 - October 2009
RBC Capital Markets March 2007 - August 2008
Merrill Lynch & Company September 2005 - March 2007
ACS, a Xerox Company March 2001 - August 2005
Skills
Derivatives, Equities, Bloomberg, Fixed Income, Accounting, Risk Management, VBA, Hyperion Enterprise, Swaps, Microsoft Office, Bonds, Budgets, Finance, Cash Flow, Forecasting, Spreadsheets, Accruals, Balance, Executive Management, Pricing, Middle Office, Trading
Education
Hunter College 1996 — 2001
Bachelor of Science, Economics; Finance
City University of New York-Hunter College 1996 — 2000
BA, Economics
Hunter College 1996 — 2000
Bachelor of Science, Economics; Finance
Christina Kress's Morgan Stanley Experience May 2010 - March 2013
Job Floral Designer
Industry Events Services
Experience
Clark's house of flowers September 2013 - Present
Clark's House of Flowers 2013 - Present
Morgan Stanley May 2010 - March 2013
freelance 2012 - 2013
Education
New York Botanical Garden Adult Education 2011 — 2013
Certificate in Floral Design, Floral Design
City University of New York-John Jay College of Criminal Justice 2007 — 2010
MA, Criminal Justice
West Virginia University 2003 — 2007
BA, Criminology
Clark's house of flowers September 2013 - Present
Clark's House of Flowers 2013 - Present
Morgan Stanley May 2010 - March 2013
freelance 2012 - 2013
Education
New York Botanical Garden Adult Education 2011 — 2013
Certificate in Floral Design, Floral Design
City University of New York-John Jay College of Criminal Justice 2007 — 2010
MA, Criminal Justice
West Virginia University 2003 — 2007
BA, Criminology
Steven Markowitz, PMP's Morgan Stanley Experience October 2015 - Present
Job Associate at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley October 2015 - Present
Data Inc July 2014 - September 2015
Data Inc April 2012 - July 2014
Keane July 2010 - January 2012
The Doe Fund,Inc November 2007 - June 2010
NYC Office of Emergency Management March 2007 - May 2007
Skills
Project Management, Microsoft Office, Windows 7 Migration, IT Management, Public Relations, Testing, Scrum, IT Strategy, Team Leadership, Customer Service, Event Planning, SharePoint, Software Documentation, Social Networking, Nonprofits, Data Analysis, Event Management, Social Media Marketing, Visio, Troubleshooting, Engineering, Research, Business Development, Leadership, Budgets, Microsoft Excel, Team Building, Non-profits, Outlook, SDLC, Business Analysis, Quality Assurance, Operations Management, Market Research, System Administration, Windows 7, Training, Databases, Recruiting, MS Project, Disaster Recovery, PMP, Sales, Social Media, Account Management, Fundraising, PowerPoint
Education
City University of New York-John Jay College of Criminal Justice 2006 — 2008
Masters, Public Administration
John Jay College of Criminal Justice 2003 — 2006
Bachelor's, Criminal Justice
Wagner College
Morgan Stanley October 2015 - Present
Data Inc July 2014 - September 2015
Data Inc April 2012 - July 2014
Keane July 2010 - January 2012
The Doe Fund,Inc November 2007 - June 2010
NYC Office of Emergency Management March 2007 - May 2007
Skills
Project Management, Microsoft Office, Windows 7 Migration, IT Management, Public Relations, Testing, Scrum, IT Strategy, Team Leadership, Customer Service, Event Planning, SharePoint, Software Documentation, Social Networking, Nonprofits, Data Analysis, Event Management, Social Media Marketing, Visio, Troubleshooting, Engineering, Research, Business Development, Leadership, Budgets, Microsoft Excel, Team Building, Non-profits, Outlook, SDLC, Business Analysis, Quality Assurance, Operations Management, Market Research, System Administration, Windows 7, Training, Databases, Recruiting, MS Project, Disaster Recovery, PMP, Sales, Social Media, Account Management, Fundraising, PowerPoint
Education
City University of New York-John Jay College of Criminal Justice 2006 — 2008
Masters, Public Administration
John Jay College of Criminal Justice 2003 — 2006
Bachelor's, Criminal Justice
Wagner College
Calvin Cunningham's Morgan Stanley Experience July 2009 - February 2010
Job Executive Assistant at Independent Living Systems, LLC
Industry Executive Office
Experience
Independent Living Systems, LLC September 2014 - Present
TRICADIA March 2013 - December 2013
AIG March 2012 - March 2013
Greenhill & Co. April 2011 - March 2012
Morgan Stanley July 2009 - February 2010
J.P. Morgan February 2007 - April 2009
Skills
Microsoft Office
Education
City University of New York-Hunter College 2003 — 2006
Bachelor’s Degree, Mathematics, 3.0
Independent Living Systems, LLC September 2014 - Present
TRICADIA March 2013 - December 2013
AIG March 2012 - March 2013
Greenhill & Co. April 2011 - March 2012
Morgan Stanley July 2009 - February 2010
J.P. Morgan February 2007 - April 2009
Skills
Microsoft Office
Education
City University of New York-Hunter College 2003 — 2006
Bachelor’s Degree, Mathematics, 3.0
Karina Cherfas's Morgan Stanley Experience February 2012 - July 2012
Job
Industry Online Media
Experience
TIAA-CREF January 2014 - Present
Federal Reserve Bank of New York June 2013 - December 2013
Fixing the Future October 2012 - December 2013
UBS May 2013 - July 2013
DemocracyU, part of American Commonwealth Partnership November 2011 - February 2013
Morgan Stanley February 2012 - July 2012
Conde Nast November 2011 - December 2011
M80 April 2011 - June 2011
FactSet Research Systems June 2009 - April 2011
Primo Levi Center April 2009 - June 2009
Skills
Social Media Marketing, Corporate Communications, Marketing, Facebook, Business Development, Google Analytics, Sales, Wordpress, Financial Services, YouTube, Russian, Hootsuite, Google+, Radian6, Tumblr, Enterprise Social..., Salesforce Chatter, Twitter, Project Management, Social Media Strategist, Social Media Consulting, Internal Communications, Marketing Strategy, Marketing Communications, Social Media, Salesforce.com, Analytics, Advertising
Education
New York University 2008 — 2010
Master's
City University of New York-Hunter College 1999 — 2003
Bachelor's
TIAA-CREF January 2014 - Present
Federal Reserve Bank of New York June 2013 - December 2013
Fixing the Future October 2012 - December 2013
UBS May 2013 - July 2013
DemocracyU, part of American Commonwealth Partnership November 2011 - February 2013
Morgan Stanley February 2012 - July 2012
Conde Nast November 2011 - December 2011
M80 April 2011 - June 2011
FactSet Research Systems June 2009 - April 2011
Primo Levi Center April 2009 - June 2009
Skills
Social Media Marketing, Corporate Communications, Marketing, Facebook, Business Development, Google Analytics, Sales, Wordpress, Financial Services, YouTube, Russian, Hootsuite, Google+, Radian6, Tumblr, Enterprise Social..., Salesforce Chatter, Twitter, Project Management, Social Media Strategist, Social Media Consulting, Internal Communications, Marketing Strategy, Marketing Communications, Social Media, Salesforce.com, Analytics, Advertising
Education
New York University 2008 — 2010
Master's
City University of New York-Hunter College 1999 — 2003
Bachelor's
Jessie Fung's Morgan Stanley Experience January 2014 - Present
Job
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Education
City University of New York-Hunter College
Bachelor of Art
Morgan Stanley January 2014 - Present
Education
City University of New York-Hunter College
Bachelor of Art
Charles Barkley's Morgan Stanley Experience November 2000 - September 2011
Job Deputy Treasurer at New York City Municipal Water Finance Authority
Industry Financial Services
Experience
New York City Municipal Water Finance Authority January 2015 - Present
US Coast Guard March 2003 - Present
New York City Office of the Comptroller October 2011 - January 2015
Morgan Stanley November 2000 - September 2011
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Investment Banking
Education
John Jay College of Criminal Justice
Master of Public Administration (MPA), Fiscal Policy Analysis and Oversight
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Accounting and Finance
New York City Municipal Water Finance Authority January 2015 - Present
US Coast Guard March 2003 - Present
New York City Office of the Comptroller October 2011 - January 2015
Morgan Stanley November 2000 - September 2011
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Investment Banking
Education
John Jay College of Criminal Justice
Master of Public Administration (MPA), Fiscal Policy Analysis and Oversight
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Accounting and Finance
Chiu-Wah Ho's Morgan Stanley Experience May 2007 - Present
Job Senior .NET Software Engineer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2007 - Present
Ogilvy July 2005 - May 2007
Y & C Consulting, LLC 2001 - March 2005
Memorial Sloan-Kettering Cancer Center 2000 - 2001
Education
Hunter College
Bachelor, Computer Science
Parsons The New School for Design
Architecture
Morgan Stanley May 2007 - Present
Ogilvy July 2005 - May 2007
Y & C Consulting, LLC 2001 - March 2005
Memorial Sloan-Kettering Cancer Center 2000 - 2001
Education
Hunter College
Bachelor, Computer Science
Parsons The New School for Design
Architecture
Christina Kress's Morgan Stanley Experience May 2010 - Present
Job Business Continuity Management, Supplier Risk Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley May 2010 - Present
Education
John Jay College of Criminal Justice 2007 — 2010
Masters, Criminal Justice
West Virginia University 2003 — 2007
Bachelor's, Criminology
Morgan Stanley May 2010 - Present
Education
John Jay College of Criminal Justice 2007 — 2010
Masters, Criminal Justice
West Virginia University 2003 — 2007
Bachelor's, Criminology
David P. Beston's Morgan Stanley Experience March 2007 - February 2008
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
JPMorgan Chase February 2008 - November 2012
United States Marine Corps 2004 - 2010
Morgan Stanley March 2007 - February 2008
Skills
FINRA Series 7, FINRA Series 24, FINRA Series 65, FINRA Series 9, FINRA Series 10, FINRA Series 53, FINRA Series 63
Education
Hunter College
Bachelor of Arts
Fidelity Investments December 2012 - Present
JPMorgan Chase February 2008 - November 2012
United States Marine Corps 2004 - 2010
Morgan Stanley March 2007 - February 2008
Skills
FINRA Series 7, FINRA Series 24, FINRA Series 65, FINRA Series 9, FINRA Series 10, FINRA Series 53, FINRA Series 63
Education
Hunter College
Bachelor of Arts
TSZ KIM WONG's Morgan Stanley Experience December 1999 - June 2006
Job Senior Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2014 - Present
SS&C Technologies December 2013 - September 2014
Vastardis Capital Services April 2012 - December 2013
HSBC Securities Services November 2006 - April 2012
BISYS Alternative Fund Services June 2006 - November 2006
Morgan Stanley December 1999 - June 2006
Skills
Fund Administration, Hedge Funds, Equities, Fund Accounting, Fixed Income, Bloomberg, Securities, Alternative Investments, Private Equity, Mutual Funds, Bloomberg Terminal, Fund Of Funds, Middle Office, Investor Relations, Derivatives, Capital Markets, Valuation, Corporate Actions, FX Options, Asset Management, Back Office, Portfolio Management, Investments, Cash Management, AML, Financial Analysis, Financial Modeling
Education
Hunter College 1996 — 1999
BS, accounting
JPMorgan Chase September 2014 - Present
SS&C Technologies December 2013 - September 2014
Vastardis Capital Services April 2012 - December 2013
HSBC Securities Services November 2006 - April 2012
BISYS Alternative Fund Services June 2006 - November 2006
Morgan Stanley December 1999 - June 2006
Skills
Fund Administration, Hedge Funds, Equities, Fund Accounting, Fixed Income, Bloomberg, Securities, Alternative Investments, Private Equity, Mutual Funds, Bloomberg Terminal, Fund Of Funds, Middle Office, Investor Relations, Derivatives, Capital Markets, Valuation, Corporate Actions, FX Options, Asset Management, Back Office, Portfolio Management, Investments, Cash Management, AML, Financial Analysis, Financial Modeling
Education
Hunter College 1996 — 1999
BS, accounting
Ram Ragubans's Morgan Stanley Experience March 1998 - March 2000
Job Senior Software Developer at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch April 2012 - Present
Sefaira September 2011 - Present
Merrill Lynch October 2009 - May 2011
UBS Investment Bank April 2008 - November 2009
Bank of America April 2006 - April 2008
Instinet Incorporated March 2000 - April 2006
Morgan Stanley March 1998 - March 2000
Bank of New York Mellon 1996 - 1998
Education
Hunter College
Merrill Lynch April 2012 - Present
Sefaira September 2011 - Present
Merrill Lynch October 2009 - May 2011
UBS Investment Bank April 2008 - November 2009
Bank of America April 2006 - April 2008
Instinet Incorporated March 2000 - April 2006
Morgan Stanley March 1998 - March 2000
Bank of New York Mellon 1996 - 1998
Education
Hunter College
edward moulin's Morgan Stanley Experience August 1987 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 1987 - Present
Skills
Legislation, Legislative Policy, Tax Policy, Financial Regulation
Education
Clark University
Bachelor's degree
St John's university,NY
Doctor of Law (JD)
Morgan Stanley August 1987 - Present
Skills
Legislation, Legislative Policy, Tax Policy, Financial Regulation
Education
Clark University
Bachelor's degree
St John's university,NY
Doctor of Law (JD)
Raymond Mahr's Morgan Stanley Experience 2013 - 2015
Job Attended City University of New YorkHunter College
Industry Information Technology and Services
Experience
Morgan Stanley 2013 - 2015
Skills
XML, HTML, CSS, Java, JavaScript, SQL, C++, Unix Shell Scripting, Databases, Unix
Education
Hunter College 2008 — 2012
Bachelor of Arts (B.A.), Computer Science
Morgan Stanley 2013 - 2015
Skills
XML, HTML, CSS, Java, JavaScript, SQL, C++, Unix Shell Scripting, Databases, Unix
Education
Hunter College 2008 — 2012
Bachelor of Arts (B.A.), Computer Science
Cathy Zaccardo's Morgan Stanley Experience 1981 - 1987
Job Office Administrator
Industry Legal Services
Experience
Shutts & Bowen LLP 1998 - Present
Centex Rooeny Construction 1993 - 1996
Morgan Stanley 1981 - 1987
Skills
PowerPoint
Education
Broward College 1993 — 1994
Hunter College 1985 — 1987
some
Shutts & Bowen LLP 1998 - Present
Centex Rooeny Construction 1993 - 1996
Morgan Stanley 1981 - 1987
Skills
PowerPoint
Education
Broward College 1993 — 1994
Hunter College 1985 — 1987
some
Kristi Niemyer's Morgan Stanley Experience February 2001 - October 2011
Job Executive Assistant at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc. October 2011 - Present
Morgan Stanley February 2001 - October 2011
Richmond Events 1998 - 2001
Skills
Administrative..., Event Management, Social Media, Event Planning, Outlook, Microsoft Word, Microsoft Office, PowerPoint
Education
John Jay College of Criminal Justice 2005 — 2009
Master of Arts (M.A.), Criminal Justice
SUNY Geneseo 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
NBCUniversal, Inc. October 2011 - Present
Morgan Stanley February 2001 - October 2011
Richmond Events 1998 - 2001
Skills
Administrative..., Event Management, Social Media, Event Planning, Outlook, Microsoft Word, Microsoft Office, PowerPoint
Education
John Jay College of Criminal Justice 2005 — 2009
Master of Arts (M.A.), Criminal Justice
SUNY Geneseo 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
Andrew Oliver's Morgan Stanley Experience June 2006 - August 2006
Job Managing Director at One Equity Partners
Industry Venture Capital & Private Equity
Experience
One Equity Partners June 2010 - Present
Rhone Capital June 1999 - June 2010
Morgan Stanley June 2006 - August 2006
Skills
Private Equity, LBO, Mergers & Acquisitions, Valuation, Investment Banking
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
Master of Business Administration (MBA)
Claremont McKenna College
One Equity Partners June 2010 - Present
Rhone Capital June 1999 - June 2010
Morgan Stanley June 2006 - August 2006
Skills
Private Equity, LBO, Mergers & Acquisitions, Valuation, Investment Banking
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
Master of Business Administration (MBA)
Claremont McKenna College
Preethi Patel's Morgan Stanley Experience 2009 - Present
Job AVP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2009 - Present
Citigroup 2005 - 2009
Education
City University of New York-Hunter College
Bachelor’s Degree
Morgan Stanley 2009 - Present
Citigroup 2005 - 2009
Education
City University of New York-Hunter College
Bachelor’s Degree
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS