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
Michal Kovac Michal Kovac's Morgan Stanley Experience June 2002 - June 2005
Job Vice President, CERTIFIED FINANCIAL PLANNER(R)
Industry Financial Services
Experience
BB&T Scott & Stringfellow January 2009 - Present
Financial Planning Association - South Carolina Society November 2008 - January 2012
Merrill Lynch June 2005 - January 2009
Morgan Stanley June 2002 - June 2005
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investments, Finance, Series 7, Mutual Funds, Portfolio Management, Asset Management, Financial Planning, Financial Advisory, Retirement, Asset Allocation, Securities, Investment Advisory, Financial Analysis, Sales, Relationship Management, Management, Marketing, Financial Services
Education
The American College 2003 — 2007
CFP, Investments, Financial Planning, Economics, Tax & Estate, Retirement Planning
Coastal Carolina University 2000 — 2007
B.A., Business
BB&T Scott & Stringfellow January 2009 - Present
Financial Planning Association - South Carolina Society November 2008 - January 2012
Merrill Lynch June 2005 - January 2009
Morgan Stanley June 2002 - June 2005
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investments, Finance, Series 7, Mutual Funds, Portfolio Management, Asset Management, Financial Planning, Financial Advisory, Retirement, Asset Allocation, Securities, Investment Advisory, Financial Analysis, Sales, Relationship Management, Management, Marketing, Financial Services
Education
The American College 2003 — 2007
CFP, Investments, Financial Planning, Economics, Tax & Estate, Retirement Planning
Coastal Carolina University 2000 — 2007
B.A., Business
Frank McCrossan Frank McCrossan's Morgan Stanley Experience January 1989 - January 2001
Job Associate at Bailes & Associates, Inc.
Industry Commercial Real Estate
Experience
Bailes & Associates, Inc. May 2015 - Present
Independent Sales Consultant January 2013 - May 2015
Local Corporation September 2012 - January 2013
McCrossan Pool and Spa January 2003 - September 2012
Cal First Leasing January 2001 - January 2003
Morgan Stanley January 1989 - January 2001
Skills
Cold Calling, Social Media, Management, Marketing, Sales, Qualifying Prospects, Online Advertising, SEO, Salesforce.com, Lead Generation, Telemarketing, Deal Closure, SEM, Email Marketing, CRM, B2B, Online Marketing, Account Management, Sales Presentations, New Business Development, Advertising, Customer Acquisition, Social Networking, Selling, Google Adwords, Project Management, Sales Management, Direct Marketing, Web Marketing, Consulting, Goal-oriented..., Common Sense, Networking, Entrepreneurship, Small Group Instruction, PPC, E-commerce, Social Media Marketing, Teamwork, Small Group..., Digital Marketing, Strategic Partnerships, Direct Sales, Sales Process, Mobile Marketing, Closing Deals, Quality Management, Leadership Trainer, Contract Negotiation
Education
Wagner Leadership Institute
Coastline Community College
Eagles Nest BTI
Eagles Nest BTI
Bailes & Associates, Inc. May 2015 - Present
Independent Sales Consultant January 2013 - May 2015
Local Corporation September 2012 - January 2013
McCrossan Pool and Spa January 2003 - September 2012
Cal First Leasing January 2001 - January 2003
Morgan Stanley January 1989 - January 2001
Skills
Cold Calling, Social Media, Management, Marketing, Sales, Qualifying Prospects, Online Advertising, SEO, Salesforce.com, Lead Generation, Telemarketing, Deal Closure, SEM, Email Marketing, CRM, B2B, Online Marketing, Account Management, Sales Presentations, New Business Development, Advertising, Customer Acquisition, Social Networking, Selling, Google Adwords, Project Management, Sales Management, Direct Marketing, Web Marketing, Consulting, Goal-oriented..., Common Sense, Networking, Entrepreneurship, Small Group Instruction, PPC, E-commerce, Social Media Marketing, Teamwork, Small Group..., Digital Marketing, Strategic Partnerships, Direct Sales, Sales Process, Mobile Marketing, Closing Deals, Quality Management, Leadership Trainer, Contract Negotiation
Education
Wagner Leadership Institute
Coastline Community College
Eagles Nest BTI
Eagles Nest BTI
Ron Espinoza Ron Espinoza's Morgan Stanley Experience August 2001 - November 2006
Job Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2006 - Present
UBS Portfolio Manager 2002 - 2013
Morgan Stanley August 2001 - November 2006
Prudential Financial May 1995 - July 2000
Education
Cogswell Polytechnical College 1983 — 1986
Associate's degree - Civil Engineering, Civil Engineering
Cogswell Polytechnical College 1983 — 1986
Associate of Arts (A.A.), Civil Engineering
UBS Financial Services Inc. 2006 - Present
UBS Portfolio Manager 2002 - 2013
Morgan Stanley August 2001 - November 2006
Prudential Financial May 1995 - July 2000
Education
Cogswell Polytechnical College 1983 — 1986
Associate's degree - Civil Engineering, Civil Engineering
Cogswell Polytechnical College 1983 — 1986
Associate of Arts (A.A.), Civil Engineering
Anthony Ashcroft Anthony Ashcroft's Morgan Stanley Experience January 2000 - January 2002
Job Health and Safety Coordinator at Crossfire,LLC
Industry Oil & Energy
Experience
Crossfire,LLC July 2014 - Present
US Army February 2010 - Present
New Mexico State University January 2014 - August 2014
San Juan County January 2002 - January 2010
Morgan Stanley January 2000 - January 2002
Home Base 1998 - 1999
Sears 1995 - 1998
Skills
Law Enforcement..., Intelligence Analysis, Political Science, Security Clearance, Physical Security, Security Audits, Crime Scene..., Homeland Security, Criminal Justice, Politics, Counterterrorism, National Security, Microsoft Office, Policy
Education
University of Maryland University College 2010 — 2012
Bachelor's degree, Political Science and Homeland Security, 3.4 GPA
Cochise College 2010 — 2011
Associate's degree, Intelligence Operations
San Juan College 2000 — 2002
Associate's degree, General Studies, A
New Mexico Law Enforcement Academy 2001 — 2001
Associate's degree, Police Science
Crossfire,LLC July 2014 - Present
US Army February 2010 - Present
New Mexico State University January 2014 - August 2014
San Juan County January 2002 - January 2010
Morgan Stanley January 2000 - January 2002
Home Base 1998 - 1999
Sears 1995 - 1998
Skills
Law Enforcement..., Intelligence Analysis, Political Science, Security Clearance, Physical Security, Security Audits, Crime Scene..., Homeland Security, Criminal Justice, Politics, Counterterrorism, National Security, Microsoft Office, Policy
Education
University of Maryland University College 2010 — 2012
Bachelor's degree, Political Science and Homeland Security, 3.4 GPA
Cochise College 2010 — 2011
Associate's degree, Intelligence Operations
San Juan College 2000 — 2002
Associate's degree, General Studies, A
New Mexico Law Enforcement Academy 2001 — 2001
Associate's degree, Police Science
Sasha Hope Sasha Hope's Morgan Stanley Experience April 2015 - Present
Job Nonprofit and Corporate Social Responsibility
Industry Nonprofit Organization Management
Experience
Morgan Stanley April 2015 - Present
Detroit Shoreway Community Development Organization January 2014 - May 2014
Slavic Village Development June 2013 - August 2013
Youth Opportunities Unlimited June 2010 - August 2013
Slavic Village Development August 2010 - January 2013
Bike & Build December 2011 - August 2012
Presidio Trust February 2008 - February 2009
AmeriCorps NCCC January 2006 - December 2006
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Leadership, Bicycle Repair, Community Development, Grant Preparation, Organic Farming, Farmers Markets, Community Organizing, Youth Leadership, Fundraising, Microsoft Excel, Volunteer Management, Community Outreach, Program Development, Research, Nonprofits, Management
Education
Cleveland State University 2012 — 2015
Urban Studies/Affairs
Cleveland State University 2012 — 2015
Urban Studies/Affairs, 3.62
Morgan Stanley April 2015 - Present
Detroit Shoreway Community Development Organization January 2014 - May 2014
Slavic Village Development June 2013 - August 2013
Youth Opportunities Unlimited June 2010 - August 2013
Slavic Village Development August 2010 - January 2013
Bike & Build December 2011 - August 2012
Presidio Trust February 2008 - February 2009
AmeriCorps NCCC January 2006 - December 2006
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Leadership, Bicycle Repair, Community Development, Grant Preparation, Organic Farming, Farmers Markets, Community Organizing, Youth Leadership, Fundraising, Microsoft Excel, Volunteer Management, Community Outreach, Program Development, Research, Nonprofits, Management
Education
Cleveland State University 2012 — 2015
Urban Studies/Affairs
Cleveland State University 2012 — 2015
Urban Studies/Affairs, 3.62
Jonathan Klett's Morgan Stanley Experience May 2012 - August 2013
Job Student at Clemson University College of Business and Behavioral Science
Industry Law Practice
Experience
Morgan Stanley May 2012 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Customer Service, Access, OS X, Research, Data Analysis, Leadership
Education
Tulane University Law School 2014 — 2017
Clemson University - College of Business and Behavioral Science 2010 — 2014
Bachelor of Science (BS), Financial Management
Morgan Stanley May 2012 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Customer Service, Access, OS X, Research, Data Analysis, Leadership
Education
Tulane University Law School 2014 — 2017
Clemson University - College of Business and Behavioral Science 2010 — 2014
Bachelor of Science (BS), Financial Management
Anilkumar Pottammal's Morgan Stanley Experience April 2014 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2014 - Present
Credit Suisse October 2007 - April 2014
NYFIX December 2006 - October 2007
SIAC November 2005 - December 2006
Atinav Inc 1998 - 2005
Skills
Linux, C, C++, Perl, Unix Shell Scripting, OOAD, Design Patterns, STL, Boost C++, Multithreading, Network Programming, Low Latency, TIBCO, Trading Systems, Electronic Trading, Smart order routing, Market Data, Exchange Connectivity, Series 7, Series 63, Series 55, Series 3, Unix, Algorithms, Software Development, TIBCO Rendezvous, Equity Derivatives, Java
Education
Cochin University of Science and Technology 1994 — 1998
B-TECH, Computer Engineering
Farook college 1992 — 1994
Pre-degree, Mathematics
MSP High School. Malappuram, Kerala, India 1990 — 1992
Morgan Stanley April 2014 - Present
Credit Suisse October 2007 - April 2014
NYFIX December 2006 - October 2007
SIAC November 2005 - December 2006
Atinav Inc 1998 - 2005
Skills
Linux, C, C++, Perl, Unix Shell Scripting, OOAD, Design Patterns, STL, Boost C++, Multithreading, Network Programming, Low Latency, TIBCO, Trading Systems, Electronic Trading, Smart order routing, Market Data, Exchange Connectivity, Series 7, Series 63, Series 55, Series 3, Unix, Algorithms, Software Development, TIBCO Rendezvous, Equity Derivatives, Java
Education
Cochin University of Science and Technology 1994 — 1998
B-TECH, Computer Engineering
Farook college 1992 — 1994
Pre-degree, Mathematics
MSP High School. Malappuram, Kerala, India 1990 — 1992
Jim Condron Jim Condron's Morgan Stanley Experience 1992 - 1994
Job Artist
Industry Arts and Crafts
Experience
Maryland Institute College of Art August 2013 - Present
Stevenson University 2008 - Present
Towson Uniiversity 2006 - Present
www.jcondron.com January 1993 - Present
Morgan Stanley 1992 - 1994
Skills
Fine Art, Visual Arts, Art, Printmaking, Drawing, Mixed Media, Painting, Art History, Watercolor, Oil Painting, Studio Art, Teaching, Contemporary Art, Sculpture, Museums, Public Art, Arts Administration, Galleries, Curating, Art Exhibitions, Abstraction, Acrylic Painting, Ceramic, Art Criticism, History of Art, Collage, Figurative Art, Portrait Painting, Museum Education, Acrylic, Art Handling, Exhibit Design, Intaglio, Fine Art Photography, Art Education, History, Visual Culture, Portraits
Education
The Maryland Institute College of Art 2002 — 2004
MFA, Painting
New York Studio School 1993 — 1995
Painting
Colby College 1988 — 1992
BA, English, Art
Maryland Institute College of Art August 2013 - Present
Stevenson University 2008 - Present
Towson Uniiversity 2006 - Present
www.jcondron.com January 1993 - Present
Morgan Stanley 1992 - 1994
Skills
Fine Art, Visual Arts, Art, Printmaking, Drawing, Mixed Media, Painting, Art History, Watercolor, Oil Painting, Studio Art, Teaching, Contemporary Art, Sculpture, Museums, Public Art, Arts Administration, Galleries, Curating, Art Exhibitions, Abstraction, Acrylic Painting, Ceramic, Art Criticism, History of Art, Collage, Figurative Art, Portrait Painting, Museum Education, Acrylic, Art Handling, Exhibit Design, Intaglio, Fine Art Photography, Art Education, History, Visual Culture, Portraits
Education
The Maryland Institute College of Art 2002 — 2004
MFA, Painting
New York Studio School 1993 — 1995
Painting
Colby College 1988 — 1992
BA, English, Art
Gregory J. Fleming Gregory J. Fleming's Morgan Stanley Experience January 2011 - Present
Job President of Morgan Stanley Wealth Management, President of Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley February 2010 - Present
Yale Law School 2013 - Present
Merrill Lynch May 2007 - January 2009
Yale Law School 2009 - 2009
Merrill Lynch August 2003 - May 2007
Booz Allen Hamilton September 1988 - December 1992
Education
Yale Law School
Doctor of Law (J.D.)
Colgate University
Bachelor of Arts (B.A.), Economics
Morgan Stanley January 2011 - Present
Morgan Stanley February 2010 - Present
Yale Law School 2013 - Present
Merrill Lynch May 2007 - January 2009
Yale Law School 2009 - 2009
Merrill Lynch August 2003 - May 2007
Booz Allen Hamilton September 1988 - December 1992
Education
Yale Law School
Doctor of Law (J.D.)
Colgate University
Bachelor of Arts (B.A.), Economics
Brandan Rivard's Morgan Stanley Experience June 2014 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Qponify LLC January 2012 - May 2014
Morgan Stanley June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Geneia Healthcare Consulting May 2011 - August 2011
Skills
Market Research, Market Analysis, Data Analysis
Education
Colby College 2010 — 2014
B.A. with Honors in Economics
University of Oxford 2012 — 2013
Philosophy, Politics, and Economics
The Derryfield School 2006 — 2010
Morgan Stanley June 2014 - Present
Qponify LLC January 2012 - May 2014
Morgan Stanley June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Geneia Healthcare Consulting May 2011 - August 2011
Skills
Market Research, Market Analysis, Data Analysis
Education
Colby College 2010 — 2014
B.A. with Honors in Economics
University of Oxford 2012 — 2013
Philosophy, Politics, and Economics
The Derryfield School 2006 — 2010
Cameron Law Cameron Law's Morgan Stanley Experience March 2008 - July 2008
Job Base Metals Trader at ThyssenKrupp Metallurgical Products NY
Industry Financial Services
Experience
ThyssenKrupp Metallurgical Products NY August 2014 - Present
Votorantim Metais March 2011 - July 2014
Trafigura AG July 2008 - November 2010
Morgan Stanley March 2008 - July 2008
Pardee Resources Co June 2007 - August 2007
General Electric Co May 2006 - August 2006
Skills
Commodities, Base Metals, Mining, Trading, Hedging, Logistics, P&L Analysis, Contract Negotiation, Commodity, International Trade, Metals, Commodity Markets, Commodity Risk..., Energy, Business Strategy, Risk Management
Education
Clemson University 2004 — 2007
Bachelor of Science, Environmental & Natural Resource Economics and Statistics
Kent School
St Lawrence University
ThyssenKrupp Metallurgical Products NY August 2014 - Present
Votorantim Metais March 2011 - July 2014
Trafigura AG July 2008 - November 2010
Morgan Stanley March 2008 - July 2008
Pardee Resources Co June 2007 - August 2007
General Electric Co May 2006 - August 2006
Skills
Commodities, Base Metals, Mining, Trading, Hedging, Logistics, P&L Analysis, Contract Negotiation, Commodity, International Trade, Metals, Commodity Markets, Commodity Risk..., Energy, Business Strategy, Risk Management
Education
Clemson University 2004 — 2007
Bachelor of Science, Environmental & Natural Resource Economics and Statistics
Kent School
St Lawrence University
James Settle, MBA James Settle, MBA's Morgan Stanley Experience May 2010 - August 2010
Job Finance
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab November 2013 - September 2015
Bank of America September 2012 - October 2013
Primerica December 2011 - March 2013
Aable Rents May 2008 - August 2011
Morgan Stanley May 2010 - August 2010
Educational Resource Center October 2006 - August 2007
Skills
Advertising, Finance, Life Insurance, Investments, Sales, Marketing, Strategic Financial..., Accounting, IRAs, Retirement Planning, Retirement, Financial Services, Portfolio Management, 401k, Insurance, Financial Analysis, Loans, Term Life Insurance, Customer Service, Coaching, Microsoft Excel, Leadership, Risk Management
Education
Cleveland State University 2014 — 2015
Master of Business Administration (MBA)
The University of Charleston 2008 — 2012
Bachelor's Degrees, Finance and Business Administration
Cleveland Heights High School 2004 — 2008
High school diploma
Charles Schwab August 2015 - Present
Charles Schwab November 2013 - September 2015
Bank of America September 2012 - October 2013
Primerica December 2011 - March 2013
Aable Rents May 2008 - August 2011
Morgan Stanley May 2010 - August 2010
Educational Resource Center October 2006 - August 2007
Skills
Advertising, Finance, Life Insurance, Investments, Sales, Marketing, Strategic Financial..., Accounting, IRAs, Retirement Planning, Retirement, Financial Services, Portfolio Management, 401k, Insurance, Financial Analysis, Loans, Term Life Insurance, Customer Service, Coaching, Microsoft Excel, Leadership, Risk Management
Education
Cleveland State University 2014 — 2015
Master of Business Administration (MBA)
The University of Charleston 2008 — 2012
Bachelor's Degrees, Finance and Business Administration
Cleveland Heights High School 2004 — 2008
High school diploma
Grant Duncan Grant Duncan's Morgan Stanley Experience 1994 - 1998
Job Director, Institutional Group at Brandes Investment Partners, LP
Industry Investment Management
Experience
Brandes Investment Partners, LP January 2012 - Present
Brandes Investment Partners May 2000 - December 2011
Merrill Lynch 1998 - 2000
Morgan Stanley 1994 - 1998
Skills
Institutional Sales and..., Consultative Approach, Value Investing, International Equity..., Emerging Equity Markets, Global Equity Markets, Market Opportunities, Corporate Bond Markets, Behavioral Finance, Portfolio Construction, Asset Allocation, Equities, Portfolio Management, Investments, Investment Management, Investment Strategies, Finance, Investment Advisory, Alternative Investments, Mutual Funds, Series 7, Wealth Management, Financial Analysis
Education
Clemson University - College of Business and Behavioral Science 1988 — 1992
Bachelor of Science (BS), Marketing
Brandes Investment Partners, LP January 2012 - Present
Brandes Investment Partners May 2000 - December 2011
Merrill Lynch 1998 - 2000
Morgan Stanley 1994 - 1998
Skills
Institutional Sales and..., Consultative Approach, Value Investing, International Equity..., Emerging Equity Markets, Global Equity Markets, Market Opportunities, Corporate Bond Markets, Behavioral Finance, Portfolio Construction, Asset Allocation, Equities, Portfolio Management, Investments, Investment Management, Investment Strategies, Finance, Investment Advisory, Alternative Investments, Mutual Funds, Series 7, Wealth Management, Financial Analysis
Education
Clemson University - College of Business and Behavioral Science 1988 — 1992
Bachelor of Science (BS), Marketing
Jithu Fen James's Morgan Stanley Experience July 2011 - April 2012
Job Sr. Financial Analyst at AON
Industry Financial Services
Experience
Aon April 2012 - Present
Morgan Stanley July 2011 - April 2012
Ernst & Young October 2010 - May 2011
HCL Infosystems Ltd June 2010 - September 2010
Systems & Software Solutions, India June 2008 - July 2009
Skills
Research, Microsoft Excel, Finance, Analysis, Business Analysis, Competitive Analysis, Market Research, Business Strategy, Financial Analysis, Team Management, Marketing Strategy, Financial Modeling, MIS, Microsoft Office, Management, Business Development, Leadership, Data Analysis, Risk Management, Teamwork, Business Planning, Process Improvement, Requirements Analysis
Education
Cochin University of Science and Technology 2008 — 2010
Master's, MBA (Finance)
Mahatma Gandhi University 2004 — 2008
B.S., Computer Science and Engineering
Rajagiri Public School 2002 — 2004
High School, Computer Science
Aon April 2012 - Present
Morgan Stanley July 2011 - April 2012
Ernst & Young October 2010 - May 2011
HCL Infosystems Ltd June 2010 - September 2010
Systems & Software Solutions, India June 2008 - July 2009
Skills
Research, Microsoft Excel, Finance, Analysis, Business Analysis, Competitive Analysis, Market Research, Business Strategy, Financial Analysis, Team Management, Marketing Strategy, Financial Modeling, MIS, Microsoft Office, Management, Business Development, Leadership, Data Analysis, Risk Management, Teamwork, Business Planning, Process Improvement, Requirements Analysis
Education
Cochin University of Science and Technology 2008 — 2010
Master's, MBA (Finance)
Mahatma Gandhi University 2004 — 2008
B.S., Computer Science and Engineering
Rajagiri Public School 2002 — 2004
High School, Computer Science
Jesse Kaplan Jesse Kaplan's Morgan Stanley Experience June 2014 - December 2014
Job Marketing Intern at Online Marketing Group
Industry
Experience
Online Marketing Group July 2015 - August 2015
Morgan Stanley June 2014 - December 2014
C3D Architecture PLLC July 2012 - August 2012
Skills
Microsoft Office, Team Leadership, Teamwork, Leadership, Marketing, File Management, Social Media, Research, Tenacious Work Ethic, Microsoft Word, PowerPoint, Social Networking, Facebook
Education
Clemson University - College of Business and Behavioral Science 2015 — 2017
Bachelor’s Degree, Marketing
University of Tampa - John H. Sykes College of Business 2013 — 2015
Bachelor's degree, Marketing, 3.14
Paul D. Schreiber High School 2009 — 2013
High School
Online Marketing Group July 2015 - August 2015
Morgan Stanley June 2014 - December 2014
C3D Architecture PLLC July 2012 - August 2012
Skills
Microsoft Office, Team Leadership, Teamwork, Leadership, Marketing, File Management, Social Media, Research, Tenacious Work Ethic, Microsoft Word, PowerPoint, Social Networking, Facebook
Education
Clemson University - College of Business and Behavioral Science 2015 — 2017
Bachelor’s Degree, Marketing
University of Tampa - John H. Sykes College of Business 2013 — 2015
Bachelor's degree, Marketing, 3.14
Paul D. Schreiber High School 2009 — 2013
High School
Daniel Potts's Morgan Stanley Experience September 2013 - April 2015
Job Custody Client Facing Investor Services Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
Morgan Stanley September 2013 - April 2015
Bank of Tokyo-Mitsubishi UFJ February 2012 - April 2012
Moody's Analytics November 2011 - January 2012
Skills
Sales, Investments, Finance, Financial Analysis, Valuation, Bloomberg, Financial Modeling, Portfolio Management, Corporate Finance, Derivatives, Fixed Income, Alternative Investments, Equities, Investment Banking, Credit Risk, Microsoft Excel
Education
Villanova University 2010 — 2011
Master of Science in Finance, Finance
Coastal Carolina University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
J.P. Morgan May 2015 - Present
Morgan Stanley September 2013 - April 2015
Bank of Tokyo-Mitsubishi UFJ February 2012 - April 2012
Moody's Analytics November 2011 - January 2012
Skills
Sales, Investments, Finance, Financial Analysis, Valuation, Bloomberg, Financial Modeling, Portfolio Management, Corporate Finance, Derivatives, Fixed Income, Alternative Investments, Equities, Investment Banking, Credit Risk, Microsoft Excel
Education
Villanova University 2010 — 2011
Master of Science in Finance, Finance
Coastal Carolina University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
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
Drew Frantz's Morgan Stanley Experience June 2007 - September 2008
Job Portfolio Analyst at KBFP
Industry Financial Services
Experience
KB Financial Partners February 2013 - Present
Northern Trust July 2011 - February 2013
Northern Trust September 2008 - July 2011
Morgan Stanley June 2007 - September 2008
Skills
Investments, Valuation, Financial Analysis, Microsoft Excel, Mutual Funds, Series 63, Wealth Management, Asset Allocation, Asset Managment, Accounting, Not-for-profit, Alternative Investments, Investment Modeling, Portfolio Management, Quantitative Research
Education
University of Maryland College Park 2004 — 2007
Bachelor's degree, Economics
Clarkson University 2003 — 2004
Entrepreneurship/Entrepreneurial Studies
KB Financial Partners February 2013 - Present
Northern Trust July 2011 - February 2013
Northern Trust September 2008 - July 2011
Morgan Stanley June 2007 - September 2008
Skills
Investments, Valuation, Financial Analysis, Microsoft Excel, Mutual Funds, Series 63, Wealth Management, Asset Allocation, Asset Managment, Accounting, Not-for-profit, Alternative Investments, Investment Modeling, Portfolio Management, Quantitative Research
Education
University of Maryland College Park 2004 — 2007
Bachelor's degree, Economics
Clarkson University 2003 — 2004
Entrepreneurship/Entrepreneurial Studies
Brian Hendrix Brian Hendrix's Morgan Stanley Experience June 1997 - December 1999
Job Chief Financial Officer, The FIIN Group, LTI Agency, LLC
Industry Capital Markets
Experience
Topper's Rhum January 2013 - Present
The FIIN Group, LTI Agency, LLC January 2004 - Present
Apex Investment Advisors August 2008 - August 2012
Raymond James Fianancial Services April 2001 - August 2008
Morgan Stanley June 1997 - December 1999
Hobbs & Corley, PA June 1995 - May 1997
Skills
Financial Planners, Strategic Financial..., Tax, Investments, Finance, Mutual Funds, Tax Preparation, Management, Financial Analysis, Business Valuation, Cash Management, Financial Reporting, Asset Management, Managerial Finance, Cash Flow, Securities, Investment Advisory, Financial Modeling, Portfolio Management, Financial Advisory, Strategic Planning, Investment Management, Accounting, Wealth Management, Equities, Investment Strategies, Fixed Income, Alternative Investments
Education
Clemson University 1991 — 1995
Bachelor of Science, Accounting-tax/audit
Clemson University - College of Business and Behavioral Science 1991 — 1995
Bachelor of Sciece-Accounting, Accounting and Finance
Topper's Rhum January 2013 - Present
The FIIN Group, LTI Agency, LLC January 2004 - Present
Apex Investment Advisors August 2008 - August 2012
Raymond James Fianancial Services April 2001 - August 2008
Morgan Stanley June 1997 - December 1999
Hobbs & Corley, PA June 1995 - May 1997
Skills
Financial Planners, Strategic Financial..., Tax, Investments, Finance, Mutual Funds, Tax Preparation, Management, Financial Analysis, Business Valuation, Cash Management, Financial Reporting, Asset Management, Managerial Finance, Cash Flow, Securities, Investment Advisory, Financial Modeling, Portfolio Management, Financial Advisory, Strategic Planning, Investment Management, Accounting, Wealth Management, Equities, Investment Strategies, Fixed Income, Alternative Investments
Education
Clemson University 1991 — 1995
Bachelor of Science, Accounting-tax/audit
Clemson University - College of Business and Behavioral Science 1991 — 1995
Bachelor of Sciece-Accounting, Accounting and Finance
Asim Tewary's Morgan Stanley Experience April 2004 - September 2008
Job Chief Data Officer (Analytics, Governance, Information Strategy)
Industry Financial Services
Experience
PwC November 2013 - Present
AIG December 2011 - November 2013
Reserve Funds September 2008 - November 2011
Morgan Stanley April 2004 - September 2008
Skills
IT Strategy, Enterprise Architecture, Agile Methodologies, Enterprise Software, Process Improvement, Risk Management, Leadership, Project Management, Data Center, Strategic Planning, Team Building, Talent Management, Scrum, Asset Managment, Banking, Executive Management, Mentoring, Capital Markets, Wealth Management, Brokerage, Telecommunications, Data Warehousing, Vendor Management, Business Analysis, SDLC
Education
Clemson University 1991 — 1993
Masters, Computer Science
Indian Institute of Technology, Varanasi 1987 — 1991
Bachelors, Computer Science
PwC November 2013 - Present
AIG December 2011 - November 2013
Reserve Funds September 2008 - November 2011
Morgan Stanley April 2004 - September 2008
Skills
IT Strategy, Enterprise Architecture, Agile Methodologies, Enterprise Software, Process Improvement, Risk Management, Leadership, Project Management, Data Center, Strategic Planning, Team Building, Talent Management, Scrum, Asset Managment, Banking, Executive Management, Mentoring, Capital Markets, Wealth Management, Brokerage, Telecommunications, Data Warehousing, Vendor Management, Business Analysis, SDLC
Education
Clemson University 1991 — 1993
Masters, Computer Science
Indian Institute of Technology, Varanasi 1987 — 1991
Bachelors, Computer Science
Valerie Fitzpatrick Valerie Fitzpatrick's Morgan Stanley Experience June 2006 - September 2006
Job Senior Associate at Axial Capital
Industry Financial Services
Experience
Private Family Office (Public Equities Division) June 2010 - Present
Axial Capital March 2009 - June 2010
Goldman Sachs Asset Management August 2007 - December 2008
Morgan Stanley June 2006 - September 2006
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA, Finance Marketing Management
Coastal Carolina University 2001 — 2005
BA, Sociology and Finance
Private Family Office (Public Equities Division) June 2010 - Present
Axial Capital March 2009 - June 2010
Goldman Sachs Asset Management August 2007 - December 2008
Morgan Stanley June 2006 - September 2006
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA, Finance Marketing Management
Coastal Carolina University 2001 — 2005
BA, Sociology and Finance
Glen Varkoly Glen Varkoly's Morgan Stanley Experience 2000 - 2003
Job Territory Manager at AngioDynamics
Industry Medical Devices
Experience
AngioDynamics February 2014 - Present
Argon Medical Devices September 2010 - Present
OsteoMed March 2008 - September 2010
Morgan Stanley 2000 - 2003
Skills
Capital Equipment, Cardiology, Disposables, Market Development, Medical Devices, Operating Room, Orthopedic, Product Launch, Sales Force Development, Sales Operations, Surgeons, Urology, Surgical Instruments, Vascular, Interventional Radiology
Education
Clemson University 1997 — 1999
AngioDynamics February 2014 - Present
Argon Medical Devices September 2010 - Present
OsteoMed March 2008 - September 2010
Morgan Stanley 2000 - 2003
Skills
Capital Equipment, Cardiology, Disposables, Market Development, Medical Devices, Operating Room, Orthopedic, Product Launch, Sales Force Development, Sales Operations, Surgeons, Urology, Surgical Instruments, Vascular, Interventional Radiology
Education
Clemson University 1997 — 1999
Charlene Bridges Charlene Bridges's Morgan Stanley Experience June 1998 - July 2000
Job
Industry Marketing and Advertising
Experience
Power & Signal Group March 2003 - May 2009
World Trade Center Cleveland 2000 - 2003
Morgan Stanley June 1998 - July 2000
Blockbuster June 1992 - March 1996
Skills
Strategy, Marketing Communications, Cross-functional Team..., CRM, Media Relations, Public Relations, E-commerce, Program Management, Management, Marketing, Leadership, Copywriting, Social Media, New Business Development, Sales, Strategic Communications, Research, Strategic Planning, Content Management, Corporate Communications, Business Development, International Relations, Proposal Writing, Team Leadership, Project Management
Education
University of Maryland University College 2009 — 2013
MIM/MBA, International Management/Business Administration
Cleveland State University 1996 — 1998
BA, International Relations
Power & Signal Group March 2003 - May 2009
World Trade Center Cleveland 2000 - 2003
Morgan Stanley June 1998 - July 2000
Blockbuster June 1992 - March 1996
Skills
Strategy, Marketing Communications, Cross-functional Team..., CRM, Media Relations, Public Relations, E-commerce, Program Management, Management, Marketing, Leadership, Copywriting, Social Media, New Business Development, Sales, Strategic Communications, Research, Strategic Planning, Content Management, Corporate Communications, Business Development, International Relations, Proposal Writing, Team Leadership, Project Management
Education
University of Maryland University College 2009 — 2013
MIM/MBA, International Management/Business Administration
Cleveland State University 1996 — 1998
BA, International Relations
Ethan S. Braid, CFA Ethan S. Braid, CFA's Morgan Stanley Experience March 2000 - July 2004
Job President
Industry Financial Services
Experience
HighPass Asset Management December 2011 - Present
UBS July 2004 - December 2011
Morgan Stanley March 2000 - July 2004
Skills
Investments, Investment Advisory, Estate Planning, Investment Management, Finance, Financial Advisory, Wealth Management, Banking, Insurance, Due Diligence, Asset Management, Private Equity, Retirement Planning, Venture Capital, Strategic Financial..., 401k, Fixed Income, Financial Planning
Education
Cleveland State University 2007 — 2008
MBA
Robert Morris University
BS, Finance
HighPass Asset Management December 2011 - Present
UBS July 2004 - December 2011
Morgan Stanley March 2000 - July 2004
Skills
Investments, Investment Advisory, Estate Planning, Investment Management, Finance, Financial Advisory, Wealth Management, Banking, Insurance, Due Diligence, Asset Management, Private Equity, Retirement Planning, Venture Capital, Strategic Financial..., 401k, Fixed Income, Financial Planning
Education
Cleveland State University 2007 — 2008
MBA
Robert Morris University
BS, Finance
Cort Neureuther's Morgan Stanley Experience August 2001 - April 2002
Job IT Solutions Director, Sales & Services Portfolio, Lowe's Home Improvement
Industry Retail
Experience
Lowe's Companies, Inc. May 2014 - Present
Lowe's Home Improvement June 2013 - May 2014
Lowe's Companies, Inc. May 2012 - June 2013
Bank of America December 2007 - May 2012
The Home Depot December 2005 - December 2007
The Home Depot June 2005 - December 2005
The Home Depot October 2004 - June 2005
KPMG January 2004 - September 2004
Morgan Stanley August 2001 - April 2002
Charles Schwab August 2000 - August 2001
Skills
PMP, Six Sigma, Integration, IT Strategy, Budgets, Business Strategy, Leadership, Operations Management, Project Management, Strategic Planning, Strategy, Management, Process Improvement, Program Management, Retail, SDLC, Business Analysis
Education
Haslam College of Business at the University of Tennessee 2002 — 2003
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
Clemson University - College of Business and Behavioral Science 1996 — 2000
Bachelor's Degree, International Finance
Lowe's Companies, Inc. May 2014 - Present
Lowe's Home Improvement June 2013 - May 2014
Lowe's Companies, Inc. May 2012 - June 2013
Bank of America December 2007 - May 2012
The Home Depot December 2005 - December 2007
The Home Depot June 2005 - December 2005
The Home Depot October 2004 - June 2005
KPMG January 2004 - September 2004
Morgan Stanley August 2001 - April 2002
Charles Schwab August 2000 - August 2001
Skills
PMP, Six Sigma, Integration, IT Strategy, Budgets, Business Strategy, Leadership, Operations Management, Project Management, Strategic Planning, Strategy, Management, Process Improvement, Program Management, Retail, SDLC, Business Analysis
Education
Haslam College of Business at the University of Tennessee 2002 — 2003
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
Clemson University - College of Business and Behavioral Science 1996 — 2000
Bachelor's Degree, International Finance
Kelly Knapp Kelly Knapp's Morgan Stanley Experience October 2006 - May 2007
Job Senior Consultant at Imagine Software
Industry Financial Services
Experience
Imagine Software November 2014 - Present
Imagine Software June 2012 - November 2014
Imagine Software July 2009 - June 2012
Morgan Stanley October 2006 - May 2007
Skills
Derivatives, Risk Management, Trading, Financial Risk, Management, Client Expectations..., Global Client Management, Professional Services, Client Relations, Hedge Funds, Fixed Income, Portfolio Management, CRM
Education
Purdue University - Krannert School of Management 2007 — 2008
Master of Science in Industrial Administration (MBA), Finance
Cleveland State University 2004 — 2007
Bachelor of Business Administration, Finance
Imagine Software November 2014 - Present
Imagine Software June 2012 - November 2014
Imagine Software July 2009 - June 2012
Morgan Stanley October 2006 - May 2007
Skills
Derivatives, Risk Management, Trading, Financial Risk, Management, Client Expectations..., Global Client Management, Professional Services, Client Relations, Hedge Funds, Fixed Income, Portfolio Management, CRM
Education
Purdue University - Krannert School of Management 2007 — 2008
Master of Science in Industrial Administration (MBA), Finance
Cleveland State University 2004 — 2007
Bachelor of Business Administration, Finance
Michele Jackson's Morgan Stanley Experience January 1997 - January 2002
Job COO at International Code Design, Inc.
Industry Management Consulting
Experience
International Code Design, Inc. June 2011 - Present
Zephyr Group January 2006 - Present
Cintas October 2009 - June 2011
Cintas Corporation October 2009 - June 2011
KeyBank June 2007 - June 2009
KeyBank June 2007 - June 2009
Merrill Lynch September 2004 - June 2007
Merrill Lynch June 2004 - June 2007
Charles Schwab October 2002 - September 2004
Morgan Stanley January 1997 - January 2002
Skills
Six Sigma, Project Implementation, Social Media, Project Management, Strategic Planning, Strategy, CRM, Human Resources, Management, Program Management, Business Development, Change Management, Process Improvement, Management Consulting, Analysis, Cross-functional Team..., Government, Leadership, Intelligence Analysis, Business Intelligence, Intelligence
Education
WEATHERHEAD SCHOOL OF MANAGEMENT, CASE WESTERN RESERVE UNIVERSITY 2006 — 2009
Master of Business Administration, Organizational Development and Leadership2009
Weatherhead School of Management at Case Western Reserve University 2005 — 2008
MBA, Leadership and Organizational Development
Cleveland State University 1984 — 1993
Bachelor of Arts, Communication
International Code Design, Inc. June 2011 - Present
Zephyr Group January 2006 - Present
Cintas October 2009 - June 2011
Cintas Corporation October 2009 - June 2011
KeyBank June 2007 - June 2009
KeyBank June 2007 - June 2009
Merrill Lynch September 2004 - June 2007
Merrill Lynch June 2004 - June 2007
Charles Schwab October 2002 - September 2004
Morgan Stanley January 1997 - January 2002
Skills
Six Sigma, Project Implementation, Social Media, Project Management, Strategic Planning, Strategy, CRM, Human Resources, Management, Program Management, Business Development, Change Management, Process Improvement, Management Consulting, Analysis, Cross-functional Team..., Government, Leadership, Intelligence Analysis, Business Intelligence, Intelligence
Education
WEATHERHEAD SCHOOL OF MANAGEMENT, CASE WESTERN RESERVE UNIVERSITY 2006 — 2009
Master of Business Administration, Organizational Development and Leadership2009
Weatherhead School of Management at Case Western Reserve University 2005 — 2008
MBA, Leadership and Organizational Development
Cleveland State University 1984 — 1993
Bachelor of Arts, Communication
Denis Langsdale Denis Langsdale's Morgan Stanley Experience 2007 - 2007
Job Financial Management Analyst
Industry Accounting
Experience
DFAS July 2010 - Present
Willowick Hearts and Hammers September 2009 - June 2013
Volunteer Income Tax Assistance (VITA) Program January 2010 - May 2012
Cuyahoga EITC Coalition January 2010 - May 2012
Excel Polymers 2008 - 2010
Accountemps 2008 - 2008
US Army Reserve April 1999 - October 2007
Morgan Stanley 2007 - 2007
The Comfort Inn and Suites 2006 - 2007
MBS/Net, Inc. November 2003 - July 2004
Skills
Accounts Receivable, Outlook, Microsoft Word, Credit Analysis, Treasury, Microsoft Excel, General Ledger, Accounting, Budgets, Financial Analysis, Risk Management, Process Improvement, Accounts Payable, Customer Service, Access, Auditing, Analysis, SAP, Managerial Finance, Microsoft Office
Education
Cleveland State University 2010 — 2013
Master of Business Administration (M.B.A.), Accounting and Business/Management, 3.78
Lakeland Community College 2004 — 2010
Computer Programming
Cleveland State University 2005 — 2007
Bachelors Business Administration, Finance
Bryant and Stratton College 2000 — 2002
A.A.B, Information Technology
Euclid High School 1995 — 1999
Diploma, Electrical Engineering
DFAS July 2010 - Present
Willowick Hearts and Hammers September 2009 - June 2013
Volunteer Income Tax Assistance (VITA) Program January 2010 - May 2012
Cuyahoga EITC Coalition January 2010 - May 2012
Excel Polymers 2008 - 2010
Accountemps 2008 - 2008
US Army Reserve April 1999 - October 2007
Morgan Stanley 2007 - 2007
The Comfort Inn and Suites 2006 - 2007
MBS/Net, Inc. November 2003 - July 2004
Skills
Accounts Receivable, Outlook, Microsoft Word, Credit Analysis, Treasury, Microsoft Excel, General Ledger, Accounting, Budgets, Financial Analysis, Risk Management, Process Improvement, Accounts Payable, Customer Service, Access, Auditing, Analysis, SAP, Managerial Finance, Microsoft Office
Education
Cleveland State University 2010 — 2013
Master of Business Administration (M.B.A.), Accounting and Business/Management, 3.78
Lakeland Community College 2004 — 2010
Computer Programming
Cleveland State University 2005 — 2007
Bachelors Business Administration, Finance
Bryant and Stratton College 2000 — 2002
A.A.B, Information Technology
Euclid High School 1995 — 1999
Diploma, Electrical Engineering
James Bowe's Morgan Stanley Experience May 2011 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2011 - Present
Colby College August 2007 - July 2011
Louisiana State University Neuroscience Center of Excellence; New Orleans, LA June 2010 - August 2010
Children’s Hospital Center for Genetic Medicine Research; Washington, DC Summers 2007, 2008, 2009 June 2007 - August 2009
Education
Colby College 2007 — 2011
BA, Chemistry, Mathematics
Gonzaga
Morgan Stanley May 2011 - Present
Colby College August 2007 - July 2011
Louisiana State University Neuroscience Center of Excellence; New Orleans, LA June 2010 - August 2010
Children’s Hospital Center for Genetic Medicine Research; Washington, DC Summers 2007, 2008, 2009 June 2007 - August 2009
Education
Colby College 2007 — 2011
BA, Chemistry, Mathematics
Gonzaga
Jason Rottinger Jason Rottinger's Morgan Stanley Experience 2001 - 2002
Job Chief Compliance Officer at Amherst Capital Management
Industry Investment Management
Experience
Amherst Capital Management June 2015 - Present
Meritage Capital, LLC May 2013 - June 2015
Magnetar Capital January 2012 - May 2013
Deloitte & Touche August 2010 - December 2011
Austin Capital Management 2006 - 2009
Victory Capital Management 2002 - 2006
Morgan Stanley 2001 - 2002
Skills
Hedge Funds, Alternative Investments, Asset Managment, Fund Of Funds, Investments, Equities, Securities, Portfolio Management, Mutual Funds, Series 7, Fixed Income, Due Diligence, Investment Management, Private Equity, Asset Management, Securities Regulation, Finance
Education
Cleveland State University 2004 — 2006
MBA, Accounting and Finance
Xavier University 1997 — 2001
BSBA, Finance
Amherst Capital Management June 2015 - Present
Meritage Capital, LLC May 2013 - June 2015
Magnetar Capital January 2012 - May 2013
Deloitte & Touche August 2010 - December 2011
Austin Capital Management 2006 - 2009
Victory Capital Management 2002 - 2006
Morgan Stanley 2001 - 2002
Skills
Hedge Funds, Alternative Investments, Asset Managment, Fund Of Funds, Investments, Equities, Securities, Portfolio Management, Mutual Funds, Series 7, Fixed Income, Due Diligence, Investment Management, Private Equity, Asset Management, Securities Regulation, Finance
Education
Cleveland State University 2004 — 2006
MBA, Accounting and Finance
Xavier University 1997 — 2001
BSBA, Finance
Devin Thomas Devin Thomas's Morgan Stanley Experience August 2015 - Present
Job Vice President, Technology Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Barclays Investment Bank August 2009 - August 2015
Lehman Brothers 2008 - 2008
Gridley & Company LLC 2003 - 2006
PricewaterhouseCoopers 1999 - 2002
Education
Georgetown University 2007 — 2009
MBA
Clemson University 1995 — 1999
BS, Accounting
Morgan Stanley August 2015 - Present
Barclays Investment Bank August 2009 - August 2015
Lehman Brothers 2008 - 2008
Gridley & Company LLC 2003 - 2006
PricewaterhouseCoopers 1999 - 2002
Education
Georgetown University 2007 — 2009
MBA
Clemson University 1995 — 1999
BS, Accounting
Anthony McCarthy Anthony McCarthy's Morgan Stanley Experience August 1985 - March 1997
Job Member Advisory Board at untapt
Industry Investment Banking
Experience
untapt September 2014 - Present
Deutsche Bank March 1997 - June 2014
Morgan Stanley August 1985 - March 1997
Skills
Investment Banking, Trading Systems, Business Analysis, IT Strategy, Program Management, Equities, Fixed Income, Capital Markets, Vendor Management, Derivatives, Market Data, Business Transformation, Leadership, Electronic Trading, ITIL, Risk Management, Sybase, Financial Services, Disaster Recovery, Strategy, Portfolio Management
Education
State University of New York at Albany 1982 — 1984
Master of Business Administration (MBA), Information Technology
Clarkson University 1977 — 1981
Bachelor of Science (BS), Chemical Engineering
untapt September 2014 - Present
Deutsche Bank March 1997 - June 2014
Morgan Stanley August 1985 - March 1997
Skills
Investment Banking, Trading Systems, Business Analysis, IT Strategy, Program Management, Equities, Fixed Income, Capital Markets, Vendor Management, Derivatives, Market Data, Business Transformation, Leadership, Electronic Trading, ITIL, Risk Management, Sybase, Financial Services, Disaster Recovery, Strategy, Portfolio Management
Education
State University of New York at Albany 1982 — 1984
Master of Business Administration (MBA), Information Technology
Clarkson University 1977 — 1981
Bachelor of Science (BS), Chemical Engineering
Amy Steigerwald Amy Steigerwald's Morgan Stanley Experience March 2012 - Present
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley March 2012 - Present
Credit Suisse July 2010 - March 2012
Credit Suisse June 2009 - August 2009
BNY Mellon September 2005 - July 2008
Skills
Alternative Investments, Bloomberg, Equities, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Strategy, Valuation, Private Equity, Series 7
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA
Colgate University 2001 — 2005
Bachelor of Arts (B.A.), Political Science and German
Morgan Stanley March 2012 - Present
Credit Suisse July 2010 - March 2012
Credit Suisse June 2009 - August 2009
BNY Mellon September 2005 - July 2008
Skills
Alternative Investments, Bloomberg, Equities, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Strategy, Valuation, Private Equity, Series 7
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA
Colgate University 2001 — 2005
Bachelor of Arts (B.A.), Political Science and German
Joseph DiTomaso Joseph DiTomaso's Morgan Stanley Experience November 2002 - November 2007
Job cofounder and CEO
Industry Financial Services
Experience
AllTheRooms August 2013 - Present
Macquarie Group February 2010 - August 2013
Houlihan Lokey February 2008 - January 2010
Morgan Stanley November 2002 - November 2007
Morgan Stanley November 2001 - November 2002
Morgan Stanley June 1998 - November 2001
Morgan Stanley June 1997 - June 1998
Skills
Leveraged Finance, Private Equity, Hedge Funds, Debt, Distressed Debt, Restructuring, M&A, Spanish, Trading, Structured Finance, Capital Markets, Mergers & Acquisitions, Mergers, Derivatives, Risk Management, Valuation, Financial Modeling, Investments, Financial Risk, Loans, Bloomberg, Investment Banking, Credit, Bonds, Equities, CDS, Emerging Markets, Finance, High Yield, Fixed Income, Portfolio Management, LBO, Credit Analysis, FX Options, Hedging, Commodity, Market Risk, Financial Structuring, Funding, Alternative Investments, Capital, Corporate Finance, Venture Capital, Asset Management, Securities, Corporate Development, Equity Research, Capital Structure, IPO, M&A experience
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance
Colgate University 1993 — 1997
BA, Major in Physics and Philosophy
AllTheRooms August 2013 - Present
Macquarie Group February 2010 - August 2013
Houlihan Lokey February 2008 - January 2010
Morgan Stanley November 2002 - November 2007
Morgan Stanley November 2001 - November 2002
Morgan Stanley June 1998 - November 2001
Morgan Stanley June 1997 - June 1998
Skills
Leveraged Finance, Private Equity, Hedge Funds, Debt, Distressed Debt, Restructuring, M&A, Spanish, Trading, Structured Finance, Capital Markets, Mergers & Acquisitions, Mergers, Derivatives, Risk Management, Valuation, Financial Modeling, Investments, Financial Risk, Loans, Bloomberg, Investment Banking, Credit, Bonds, Equities, CDS, Emerging Markets, Finance, High Yield, Fixed Income, Portfolio Management, LBO, Credit Analysis, FX Options, Hedging, Commodity, Market Risk, Financial Structuring, Funding, Alternative Investments, Capital, Corporate Finance, Venture Capital, Asset Management, Securities, Corporate Development, Equity Research, Capital Structure, IPO, M&A experience
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance
Colgate University 1993 — 1997
BA, Major in Physics and Philosophy
Hailey Rosenberg's Morgan Stanley Experience June 2015 - August 2015
Job Collegiate Summer Intern at Morgan Stanley
Industry
Experience
Morgan Stanley June 2015 - August 2015
Course Hero, Inc. March 2015 - June 2015
Course Hero, Inc. December 2014 - March 2015
Hollister Co. May 2013 - August 2013
Yorktown Day Camp May 2013 - July 2013
Skills
Teamwork, Time Management, Leadership, Customer Service, Research, Public Speaking, Team Management, Team Leadership, Social Media, Team Motivation, Management, Access, Business Development, Team Building, Social Media Marketing, Organizational..., Networking, Windows, Marketing Strategy, Marketing, Photoshop, Educational Leadership, Community Outreach, Communication, PowerPoint, Microsoft Excel, Microsoft Word, English, Microsoft Office
Education
Clemson University - College of Business and Behavioral Science 2012 — 2016
Bachelor's Degree, Management, Junior
Arcadia University Barcelona 2014 — 2014
Study Abroad Program, International Marketing
Morgan Stanley June 2015 - August 2015
Course Hero, Inc. March 2015 - June 2015
Course Hero, Inc. December 2014 - March 2015
Hollister Co. May 2013 - August 2013
Yorktown Day Camp May 2013 - July 2013
Skills
Teamwork, Time Management, Leadership, Customer Service, Research, Public Speaking, Team Management, Team Leadership, Social Media, Team Motivation, Management, Access, Business Development, Team Building, Social Media Marketing, Organizational..., Networking, Windows, Marketing Strategy, Marketing, Photoshop, Educational Leadership, Community Outreach, Communication, PowerPoint, Microsoft Excel, Microsoft Word, English, Microsoft Office
Education
Clemson University - College of Business and Behavioral Science 2012 — 2016
Bachelor's Degree, Management, Junior
Arcadia University Barcelona 2014 — 2014
Study Abroad Program, International Marketing
Livia Biedermann's Morgan Stanley Experience June 2013 - September 2013
Job Colby College graduate I Interested in creative expression through writing and International markets
Industry International Affairs
Experience
CCAK September 2011 - May 2015
Bold Property Management Solutions June 2014 - September 2014
Hagen Resources International/ Global Social Observatory October 2013 - December 2013
Morgan Stanley June 2013 - September 2013
Where The Sidewalk Ends June 2012 - August 2012
Could 9 Caterers June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Creative Writing, Leadership, Social Media Marketing, Research, French, SPSS
Education
Colby College 2011 — 2015
Bachelor of Arts (B.A.), International Relations and Affairs, Creative Writing, Administrative Science
Boston University 2013 — 2013
Study Abroad Geneva Program
Burke Mountain Academy 2007 — 2011
9-12
CCAK September 2011 - May 2015
Bold Property Management Solutions June 2014 - September 2014
Hagen Resources International/ Global Social Observatory October 2013 - December 2013
Morgan Stanley June 2013 - September 2013
Where The Sidewalk Ends June 2012 - August 2012
Could 9 Caterers June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Creative Writing, Leadership, Social Media Marketing, Research, French, SPSS
Education
Colby College 2011 — 2015
Bachelor of Arts (B.A.), International Relations and Affairs, Creative Writing, Administrative Science
Boston University 2013 — 2013
Study Abroad Geneva Program
Burke Mountain Academy 2007 — 2011
9-12
David Traywick David Traywick's Morgan Stanley Experience 1998 - 2002
Job Managing Partner, Traywick Law Offices
Industry Law Practice
Experience
Traywick Law Offices, LLC October 2009 - Present
PSC Group 2003 - 2005
Morgan Stanley 1998 - 2002
Skills
Litigation, Civil Litigation, Legal Writing, Legal Research, Personal Injury, Commercial Litigation, Product Liability, Appeals, Medical Malpractice, Contract Negotiation, Wrongful Death, Wills, Courts, Insurance, Mediation, Trial Practice
Education
University of South Carolina School of Law 2006 — 2009
JD, Law
University of South Carolina-Columbia 1996 — 1998
Bachelor of Arts (BA)
Clemson University 1994 — 1996
Wando High School 1991 — 1993
The Asheville School 1989 — 1991
Porter Gaud 1979 — 1989
Traywick Law Offices, LLC October 2009 - Present
PSC Group 2003 - 2005
Morgan Stanley 1998 - 2002
Skills
Litigation, Civil Litigation, Legal Writing, Legal Research, Personal Injury, Commercial Litigation, Product Liability, Appeals, Medical Malpractice, Contract Negotiation, Wrongful Death, Wills, Courts, Insurance, Mediation, Trial Practice
Education
University of South Carolina School of Law 2006 — 2009
JD, Law
University of South Carolina-Columbia 1996 — 1998
Bachelor of Arts (BA)
Clemson University 1994 — 1996
Wando High School 1991 — 1993
The Asheville School 1989 — 1991
Porter Gaud 1979 — 1989
Nick Borato Nick Borato's Morgan Stanley Experience February 2003 - August 2004
Job Maintenance Director
Industry Hospital & Health Care
Experience
Aristocrat West Nursing Home February 2012 - Present
Aristocrat West Nursing Home October 2008 - January 2012
Subway Restaurant April 2006 - September 2008
Cyber City January 2005 - February 2006
Morgan Stanley February 2003 - August 2004
Skills
Microsoft Office, Finance, Banking, Troubleshooting, Customer Service, Outlook, Microsoft Excel, Team Building, Microsoft Word
Education
Cleveland State University 2002 — 2006
Bachelor of Arts, Communications
St. Edward High School 1997 — 2001
Aristocrat West Nursing Home February 2012 - Present
Aristocrat West Nursing Home October 2008 - January 2012
Subway Restaurant April 2006 - September 2008
Cyber City January 2005 - February 2006
Morgan Stanley February 2003 - August 2004
Skills
Microsoft Office, Finance, Banking, Troubleshooting, Customer Service, Outlook, Microsoft Excel, Team Building, Microsoft Word
Education
Cleveland State University 2002 — 2006
Bachelor of Arts, Communications
St. Edward High School 1997 — 2001
Andrew Oladipo Andrew Oladipo's Morgan Stanley Experience July 2004 - May 2006
Job Regional Vice President at New York Life & Mainstay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments November 2010 - Present
Legg Mason June 2006 - November 2010
Morgan Stanley July 2004 - May 2006
Skills
Mutual Funds, Series 7, Series 63, Fixed Annuities, Series 24, Finance, Retirement, Investments, Customer Service, business management, Financial Services, Fixed Income, Income, Management, Marketing Strategy, Public Speaking, Relationship Management, Securities, Social Media, 401k, Asset Allocation, Investment Advisory
Education
The University of Connecticut School of Business 2007 — 2009
M.B.A., Management, Marketing
Colgate University 2000 — 2004
B.A., International Relations, Economics
New York Life & MainStay Investments November 2010 - Present
Legg Mason June 2006 - November 2010
Morgan Stanley July 2004 - May 2006
Skills
Mutual Funds, Series 7, Series 63, Fixed Annuities, Series 24, Finance, Retirement, Investments, Customer Service, business management, Financial Services, Fixed Income, Income, Management, Marketing Strategy, Public Speaking, Relationship Management, Securities, Social Media, 401k, Asset Allocation, Investment Advisory
Education
The University of Connecticut School of Business 2007 — 2009
M.B.A., Management, Marketing
Colgate University 2000 — 2004
B.A., International Relations, Economics
Don Charly Don Charly's Morgan Stanley Experience May 2003 - November 2005
Job Experienced Computer Software Professional
Industry Computer Software
Experience
Marathon Oil Corporation August 2010 - Present
Spark Energy October 2008 - August 2010
JP Morgan Chase November 2005 - October 2008
Morgan Stanley May 2003 - November 2005
Prudential Securities, Newark, NJ December 2001 - May 2003
Hong Kong Shanghai Bank (HSBC), New York March 2000 - December 2001
Bear Stearns and CO. Inc., Whippany, NJ. April 1998 - March 2000
Merrill Lynch & Co. Inc., New York June 1996 - April 1998
FACT Ltd., Cochin, India January 1993 - May 1996
Skills
ASP.NET, C#, Web Development, Visual Studio, Web Services, AJAX, JavaScript, SQL Server, Sybase, Oracle, PL/SQL, T-SQL, Data Modeling, Database Development, Database Design, SSRS, VSS, TFS, IIS, Business Analysis, XML, XSL, Visio, .NET, SSIS, WCF, WPF, MS Project, LINQ, Databases, ASP.NET MVC, SQL, Agile, VB.NET, Microsoft SQL Server
Education
Cochin University of Science and Technology 1988 — 1993
BSME - Honors, Mechanical Engineering major, Computer science minor.
St. George's Catholic High School, Kaipuzha, Kottayam, Karala, India 1976 — 1988
High School Diploma, Maths, Physics, Chemistry, Biology, English, Literature, School valedictorian
Marathon Oil Corporation August 2010 - Present
Spark Energy October 2008 - August 2010
JP Morgan Chase November 2005 - October 2008
Morgan Stanley May 2003 - November 2005
Prudential Securities, Newark, NJ December 2001 - May 2003
Hong Kong Shanghai Bank (HSBC), New York March 2000 - December 2001
Bear Stearns and CO. Inc., Whippany, NJ. April 1998 - March 2000
Merrill Lynch & Co. Inc., New York June 1996 - April 1998
FACT Ltd., Cochin, India January 1993 - May 1996
Skills
ASP.NET, C#, Web Development, Visual Studio, Web Services, AJAX, JavaScript, SQL Server, Sybase, Oracle, PL/SQL, T-SQL, Data Modeling, Database Development, Database Design, SSRS, VSS, TFS, IIS, Business Analysis, XML, XSL, Visio, .NET, SSIS, WCF, WPF, MS Project, LINQ, Databases, ASP.NET MVC, SQL, Agile, VB.NET, Microsoft SQL Server
Education
Cochin University of Science and Technology 1988 — 1993
BSME - Honors, Mechanical Engineering major, Computer science minor.
St. George's Catholic High School, Kaipuzha, Kottayam, Karala, India 1976 — 1988
High School Diploma, Maths, Physics, Chemistry, Biology, English, Literature, School valedictorian
Christopher Hasty's Morgan Stanley Experience July 1998 - May 2000
Job Managing Director Head of Oil & Gas and North America Head of Natural Resources at Lloyds TSB
Industry Financial Services
Experience
Lloyds Banking Group August 2012 - Present
Network Rail November 2009 - November 2012
Lloyds Banking Group February 2010 - August 2012
Reformation Group February 2009 - February 2010
Citigroup January 2007 - 2009
Citigroup January 2004 - December 2006
Citigroup January 2000 - December 2003
Morgan Stanley July 1998 - May 2000
Education
Colby College
BA, Economics
Lloyds Banking Group August 2012 - Present
Network Rail November 2009 - November 2012
Lloyds Banking Group February 2010 - August 2012
Reformation Group February 2009 - February 2010
Citigroup January 2007 - 2009
Citigroup January 2004 - December 2006
Citigroup January 2000 - December 2003
Morgan Stanley July 1998 - May 2000
Education
Colby College
BA, Economics
Jay Link's Morgan Stanley Experience July 1991 - January 2009
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
JP Morgan Asset Management July 2009 - September 2010
kasina February 2009 - July 2009
The Money Management Institute February 2009 - July 2009
Morgan Stanley July 1991 - January 2009
Skills
Product Management, Wealth Management, Program Management, Financial Services, Investments, Series 7, Project Management, Portfolio Management, Management, Equities, Alternative Investments, Leadership, ETFs, Asset Managment, Asset Management, Fixed Income, Product Development, Capital Markets
Education
Clemson University 1987 — 1991
B.S., Financial Management
Merrill Lynch September 2010 - Present
JP Morgan Asset Management July 2009 - September 2010
kasina February 2009 - July 2009
The Money Management Institute February 2009 - July 2009
Morgan Stanley July 1991 - January 2009
Skills
Product Management, Wealth Management, Program Management, Financial Services, Investments, Series 7, Project Management, Portfolio Management, Management, Equities, Alternative Investments, Leadership, ETFs, Asset Managment, Asset Management, Fixed Income, Product Development, Capital Markets
Education
Clemson University 1987 — 1991
B.S., Financial Management
Scott Francesangelo Scott Francesangelo's Morgan Stanley Experience June 2001 - August 2001
Job State Farm Agent: Contact me today for a quote: scott@insurewithscott.com; 4402344100
Industry Insurance
Experience
State Farm Insurance April 2009 - Present
American International Group March 2005 - April 2009
The Bonne Bell Company June 2004 - March 2005
U-Store-It June 2003 - August 2003
State Farm Insurance June 2002 - August 2002
Morgan Stanley June 2001 - August 2001
Discount Drug Mart 1992 - 2000
Skills
*****NOW ACCEPTING NEW..., *****CALL / EMAIL ME..., *****CHECK OUT MY..., *****FOLLOW ME ON..., Thank you for REFERRING..., Specialize in helping..., Specialize in helping...
Education
Cleveland State University 2005 — 2006
MBA, MBA
Ohio University 2000 — 2004
BBA, Finance
Holy Name High School 1996 — 2000
St. Albert the Great 1986 — 1996
High School Prep
North Royalton
State Farm Insurance April 2009 - Present
American International Group March 2005 - April 2009
The Bonne Bell Company June 2004 - March 2005
U-Store-It June 2003 - August 2003
State Farm Insurance June 2002 - August 2002
Morgan Stanley June 2001 - August 2001
Discount Drug Mart 1992 - 2000
Skills
*****NOW ACCEPTING NEW..., *****CALL / EMAIL ME..., *****CHECK OUT MY..., *****FOLLOW ME ON..., Thank you for REFERRING..., Specialize in helping..., Specialize in helping...
Education
Cleveland State University 2005 — 2006
MBA, MBA
Ohio University 2000 — 2004
BBA, Finance
Holy Name High School 1996 — 2000
St. Albert the Great 1986 — 1996
High School Prep
North Royalton
Jamesy Codrington Jamesy Codrington's Morgan Stanley Experience February 2001 - June 2003
Job CEO at Maziv Entertainment
Industry Entertainment
Experience
Bridgeport Health Dept. February 2005 - Present
Harding High School March 2004 - Present
Maziv Entertainment May 2003 - Present
Morgan Stanley February 2001 - June 2003
Education
Colgate University 1995 — 2000
Bridgeport Health Dept. February 2005 - Present
Harding High School March 2004 - Present
Maziv Entertainment May 2003 - Present
Morgan Stanley February 2001 - June 2003
Education
Colgate University 1995 — 2000
Carolyn Adler Jessup Carolyn Adler Jessup's Morgan Stanley Experience June 2007 - June 2011
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company July 2013 - Present
Bain & Company June 2012 - August 2012
Morgan Stanley June 2007 - June 2011
Morgan Stanley June 2006 - August 2006
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Management Consulting, Strategy, Business Strategy, Private Equity, Investment Banking, Mergers & Acquisitions, Analytics
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Majors in Strategic Management and Operations
Colby College 2003 — 2007
Bachelor’s Degree, Major in Economics with a concentration in Financial Markets, Minor in Chemistry
University of Cambridge
Study Abroad, Economics
Bain & Company July 2013 - Present
Bain & Company June 2012 - August 2012
Morgan Stanley June 2007 - June 2011
Morgan Stanley June 2006 - August 2006
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Management Consulting, Strategy, Business Strategy, Private Equity, Investment Banking, Mergers & Acquisitions, Analytics
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Majors in Strategic Management and Operations
Colby College 2003 — 2007
Bachelor’s Degree, Major in Economics with a concentration in Financial Markets, Minor in Chemistry
University of Cambridge
Study Abroad, Economics
James Haltiwanger, Jr. James Haltiwanger, Jr.'s Morgan Stanley Experience November 2011 - May 2012
Job Raymond James
Industry Investment Management
Experience
Raymond James May 2013 - Present
Haltiwanger Consulting June 2012 - April 2013
Morgan Stanley November 2011 - May 2012
Endangered Pcs February 2008 - November 2011
The National Sustainability Institute January 2010 - January 2011
Outdoor Interactive, Inc. August 2001 - August 2008
Brains on Fire July 2000 - August 2001
Snowball.com December 1999 - December 2000
AmeriTrack / HighschoolAlumni.com July 1998 - December 1999
Education
College for Financial Planning
Chartered Retirement Planning Counselor, Retirement Planning
College for Financial Planning
Accredited Asset Management Specialist (AAMS), Asset Management
Clemson University
North Greenville University
Raymond James May 2013 - Present
Haltiwanger Consulting June 2012 - April 2013
Morgan Stanley November 2011 - May 2012
Endangered Pcs February 2008 - November 2011
The National Sustainability Institute January 2010 - January 2011
Outdoor Interactive, Inc. August 2001 - August 2008
Brains on Fire July 2000 - August 2001
Snowball.com December 1999 - December 2000
AmeriTrack / HighschoolAlumni.com July 1998 - December 1999
Education
College for Financial Planning
Chartered Retirement Planning Counselor, Retirement Planning
College for Financial Planning
Accredited Asset Management Specialist (AAMS), Asset Management
Clemson University
North Greenville University
Mark Griffin, CFA Mark Griffin, CFA's Morgan Stanley Experience 1997 - 2000
Job VP of Financial Planning and Analysis at SpecialtyCare
Industry Hospital & Health Care
Experience
SpecialtyCare August 2015 - Present
Airvel April 2015 - Present
Emdeon March 2013 - April 2015
Santa Barbara Asset Management April 2006 - February 2013
Alcoa 2002 - 2006
Morgan Stanley 1997 - 2000
Cambridge Associates 1995 - 1997
Skills
Financial Analysis, Financial Modeling, Valuation, Capital Budgeting, Investment Management, Investments, Equities, Healthcare Information..., Team Leadership, Business Intelligence, Due Diligence, Corporate Finance, Strategic Financial..., Finance, Portfolio Management, Mergers & Acquisitions, Private Equity, Equity Research, Financial Planning
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Colby College 1993 — 1995
BA, Economics
U.C. Berkeley 1991 — 1993
Economics
San Francisco University High School 1987 — 1991
SpecialtyCare August 2015 - Present
Airvel April 2015 - Present
Emdeon March 2013 - April 2015
Santa Barbara Asset Management April 2006 - February 2013
Alcoa 2002 - 2006
Morgan Stanley 1997 - 2000
Cambridge Associates 1995 - 1997
Skills
Financial Analysis, Financial Modeling, Valuation, Capital Budgeting, Investment Management, Investments, Equities, Healthcare Information..., Team Leadership, Business Intelligence, Due Diligence, Corporate Finance, Strategic Financial..., Finance, Portfolio Management, Mergers & Acquisitions, Private Equity, Equity Research, Financial Planning
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Colby College 1993 — 1995
BA, Economics
U.C. Berkeley 1991 — 1993
Economics
San Francisco University High School 1987 — 1991
Andrea Prochniak Andrea Prochniak's Morgan Stanley Experience 2003 - 2006
Job Senior Vice President, Head of Investor Relations and Corporate Communications
Industry Financial Services
Experience
AB (AllianceBernstein) March 2011 - Present
CBS Corporation May 2008 - March 2011
Morgan Stanley 2003 - 2006
Morgan Stanley 2001 - 2003
Morgan Stanley 1997 - 2001
Fortune Magazine 1995 - 1997
Accenture 1994 - 1995
Morningstar 1992 - 1994
Education
Northwestern University 1993 — 1994
Master's, Journalism
Colby College 1987 — 1991
B.A., East Asian Studies/Japanese/Creative Writing
WRA
AB (AllianceBernstein) March 2011 - Present
CBS Corporation May 2008 - March 2011
Morgan Stanley 2003 - 2006
Morgan Stanley 2001 - 2003
Morgan Stanley 1997 - 2001
Fortune Magazine 1995 - 1997
Accenture 1994 - 1995
Morningstar 1992 - 1994
Education
Northwestern University 1993 — 1994
Master's, Journalism
Colby College 1987 — 1991
B.A., East Asian Studies/Japanese/Creative Writing
WRA
Sarah Gibson Tuttle Sarah Gibson Tuttle's Morgan Stanley Experience May 2005 - February 2012
Job Founder & CEO, Olive & June
Industry Cosmetics
Experience
Olive & June January 2013 - Present
Heat Energy Group, LLC February 2012 - December 2012
Morgan Stanley May 2005 - February 2012
JPMorgan Chase August 2002 - May 2005
Skills
Hedge Funds, Equities, Investments, Private Equity, Entrepreneurship, Financial Modeling, Valuation, Capital Markets, Venture Capital, Alternative Investments, Series 7, Marketing Strategy, Investment Banking, Asset Management, Fixed Income, Social Media Marketing, Bloomberg
Education
Colgate University 1998 — 2002
Bachelor of Arts (B.A.)
Colgate University 1998 — 2002
Bachelor of Arts (BA)
Olive & June January 2013 - Present
Heat Energy Group, LLC February 2012 - December 2012
Morgan Stanley May 2005 - February 2012
JPMorgan Chase August 2002 - May 2005
Skills
Hedge Funds, Equities, Investments, Private Equity, Entrepreneurship, Financial Modeling, Valuation, Capital Markets, Venture Capital, Alternative Investments, Series 7, Marketing Strategy, Investment Banking, Asset Management, Fixed Income, Social Media Marketing, Bloomberg
Education
Colgate University 1998 — 2002
Bachelor of Arts (B.A.)
Colgate University 1998 — 2002
Bachelor of Arts (BA)
Andrew Hanson Andrew Hanson's Morgan Stanley Experience August 2011 - Present
Job Managing Director at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley August 2011 - Present
Bank of America Merrill Lynch January 2009 - August 2011
Merrill Lynch September 1991 - December 2008
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
Master of Business Administration (MBA)
Cornell Law School 1983 — 1987
Doctor of Law (JD)
Colby College 1979 — 1983
Bachelor of Arts (B.A.)
Morgan Stanley August 2011 - Present
Bank of America Merrill Lynch January 2009 - August 2011
Merrill Lynch September 1991 - December 2008
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
Master of Business Administration (MBA)
Cornell Law School 1983 — 1987
Doctor of Law (JD)
Colby College 1979 — 1983
Bachelor of Arts (B.A.)
Gopal Parameswaran Gopal Parameswaran's Morgan Stanley Experience 2006 - 2012
Job Senior Software Engineer at Quixey
Industry Computer Software
Experience
Quixey July 2015 - Present
GE Intelligent Platforms July 2013 - March 2015
Vacav Search Inc 2012 - 2013
Morgan Stanley 2006 - 2012
Skills
Agile Methodologies, Java, Software Development, C#, Business Intelligence, .NET, SQL, Distributed Systems
Education
Cornell University 2005 — 2006
Masters, Computer Science
Cochin University of Science and Technology
BS, Electronics Engineering (System Software)
Quixey July 2015 - Present
GE Intelligent Platforms July 2013 - March 2015
Vacav Search Inc 2012 - 2013
Morgan Stanley 2006 - 2012
Skills
Agile Methodologies, Java, Software Development, C#, Business Intelligence, .NET, SQL, Distributed Systems
Education
Cornell University 2005 — 2006
Masters, Computer Science
Cochin University of Science and Technology
BS, Electronics Engineering (System Software)
Ethan Vogt's Morgan Stanley Experience September 2013 - Present
Job Business Analyst at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley September 2013 - Present
FDM Group June 2013 - Present
East Side Computer Service and Repair 2012 - 2012
Skills
Desktop Computers, Computer Repair, Hardware Installation, Help Desk Support, Unix, Oracle SQL Developer, MS Excel Pivot Tables, PRINCE2, PMBOK, ITIL v3 Foundations..., PL/SQL, Finance, Excel VBA, ISEB Diploma in..., Hardware
Education
Clinton Community College 2010 — 2012
Associate's degree, Computer Information Systems
Morgan Stanley September 2013 - Present
FDM Group June 2013 - Present
East Side Computer Service and Repair 2012 - 2012
Skills
Desktop Computers, Computer Repair, Hardware Installation, Help Desk Support, Unix, Oracle SQL Developer, MS Excel Pivot Tables, PRINCE2, PMBOK, ITIL v3 Foundations..., PL/SQL, Finance, Excel VBA, ISEB Diploma in..., Hardware
Education
Clinton Community College 2010 — 2012
Associate's degree, Computer Information Systems
Ted Wright Ted Wright's Morgan Stanley Experience 2006 - 2007
Job Customer Success & Business Development at Bipsync
Industry Internet
Experience
Bipsync March 2015 - Present
Red Stone Equity Partners, LLC March 2012 - March 2015
Hunt Companies 2010 - March 2012
Six Flags 2009 - 2010
Oppenheimer & Co. 2007 - 2008
Morgan Stanley 2006 - 2007
Skills
Real Estate Economics, Structured Finance, Capital Markets, Real Estate, Investor Relations, Financial Modeling, Corporate Finance, Real Estate Finance, Private Placements, Equity Valuation, Equity Sales, Syndications, Project Finance, Product Management, Sales, Business Development, Project Management, Marketing, Fundraising, Customer Satisfaction, SaaS, FinTech, Enterprise Software, Account Management
Education
New York University 2011 — 2013
PG Cert., Real Estate
Colby College 2002 — 2006
BA, History
The Albany Academy
High School
General Assembly
Digital Marketing
Bipsync March 2015 - Present
Red Stone Equity Partners, LLC March 2012 - March 2015
Hunt Companies 2010 - March 2012
Six Flags 2009 - 2010
Oppenheimer & Co. 2007 - 2008
Morgan Stanley 2006 - 2007
Skills
Real Estate Economics, Structured Finance, Capital Markets, Real Estate, Investor Relations, Financial Modeling, Corporate Finance, Real Estate Finance, Private Placements, Equity Valuation, Equity Sales, Syndications, Project Finance, Product Management, Sales, Business Development, Project Management, Marketing, Fundraising, Customer Satisfaction, SaaS, FinTech, Enterprise Software, Account Management
Education
New York University 2011 — 2013
PG Cert., Real Estate
Colby College 2002 — 2006
BA, History
The Albany Academy
High School
General Assembly
Digital Marketing
Kyle Donato Kyle Donato's Morgan Stanley Experience January 2004 - March 2006
Job Business Banking Relationship Manager
Industry Banking
Experience
FirstMerit Bank December 2012 - Present
4 All Seasons Pest Control March 2011 - July 2013
Regions Financial Corporation April 2006 - March 2011
Morgan Stanley January 2004 - March 2006
Skills
Real Estate, Pest Control, Lawn Care, Credit, Loans, Property Management, Banking, Termite, Small Business, Sales, Commercial Banking, Retail Banking, Cash Management, Small Business Lending, Treasury Management, Strategic Planning, Mortgage Lending, Consumer Lending, Lines Of Credit, Commercial Lending, Loan Origination, Credit Analysis, Underwriting, Branch Management, Commercial Mortgages, Mortgage Banking, Risk Management
Education
Cleveland State University 1998 — 2002
Bachelor of Business, Information Systems Technology
FirstMerit Bank December 2012 - Present
4 All Seasons Pest Control March 2011 - July 2013
Regions Financial Corporation April 2006 - March 2011
Morgan Stanley January 2004 - March 2006
Skills
Real Estate, Pest Control, Lawn Care, Credit, Loans, Property Management, Banking, Termite, Small Business, Sales, Commercial Banking, Retail Banking, Cash Management, Small Business Lending, Treasury Management, Strategic Planning, Mortgage Lending, Consumer Lending, Lines Of Credit, Commercial Lending, Loan Origination, Credit Analysis, Underwriting, Branch Management, Commercial Mortgages, Mortgage Banking, Risk Management
Education
Cleveland State University 1998 — 2002
Bachelor of Business, Information Systems Technology
Scott Paladini's Morgan Stanley Experience June 2002 - March 2007
Job Founder at Bear Mattress
Industry Internet
Experience
Bear Mattress September 2014 - Present
Hibernate Bedding 2012 - Present
General Assembly November 2014 - Present
Synced Health 2013 - 2015
BTG Pactual 2010 - 2011
UBS Global Asset Management 2007 - 2010
Morgan Stanley June 2002 - March 2007
Skills
Entrepreneurship, Product Development, Product Management, Consumer Products, Retail, E-commerce, Supply Chain Management, Start-up Consulting, Business Strategy, Start-up Ventures, Leadership, New Business Development, Sales, Marketing Strategy, Private Equity, Capital Raising, Strategy, Teaching, Operations Management
Education
Colby College
Bachelor of Arts, Economics
UF Hough Graduate School of Business
Master of Business Administration
University of Sydney
Study Abroad
Bear Mattress September 2014 - Present
Hibernate Bedding 2012 - Present
General Assembly November 2014 - Present
Synced Health 2013 - 2015
BTG Pactual 2010 - 2011
UBS Global Asset Management 2007 - 2010
Morgan Stanley June 2002 - March 2007
Skills
Entrepreneurship, Product Development, Product Management, Consumer Products, Retail, E-commerce, Supply Chain Management, Start-up Consulting, Business Strategy, Start-up Ventures, Leadership, New Business Development, Sales, Marketing Strategy, Private Equity, Capital Raising, Strategy, Teaching, Operations Management
Education
Colby College
Bachelor of Arts, Economics
UF Hough Graduate School of Business
Master of Business Administration
University of Sydney
Study Abroad
William Kunin's Morgan Stanley Experience May 2014 - August 2014
Job Student at Colby College
Industry Financial Services
Experience
Aflac Global Investments June 2015 - August 2015
Deutsche Bank January 2015 - January 2015
Morgan Stanley May 2014 - August 2014
Office of Governor Peter Shumlin June 2011 - May 2012
Education
Colby College 2013 — 2016
Bachelor’s Degree, Economics with a focus in financial markets
Aflac Global Investments June 2015 - August 2015
Deutsche Bank January 2015 - January 2015
Morgan Stanley May 2014 - August 2014
Office of Governor Peter Shumlin June 2011 - May 2012
Education
Colby College 2013 — 2016
Bachelor’s Degree, Economics with a focus in financial markets
Barrett Lester Barrett Lester's Morgan Stanley Experience May 2004 - August 2005
Job Executive Producer, KPMG Video Network
Industry Media Production
Experience
KPMG US March 2014 - Present
PepsiCo January 2014 - March 2014
MetLife February 2009 - January 2014
Citi August 2005 - February 2009
Morgan Stanley May 2004 - August 2005
New Hampshire Public Television October 2003 - March 2004
Comcast January 2002 - April 2003
AT&T Broadband January 1999 - January 2002
MediaOne June 1992 - December 1998
Skills
Multimedia, Digital Media Services, Video Production, Television Producing, Creative Services, Marketing Communications, Internal Communications, Corporate Communications, Broadcast, Digital Media, Video, Television, Entertainment, Video Editing, Public Relations, Strategy, Facebook, Marketing, Blogging, Creative Direction, Financial Services, Editorial, Content Strategy, TV Production
Education
Colgate University 1981 — 1985
BA, Psychology
KPMG US March 2014 - Present
PepsiCo January 2014 - March 2014
MetLife February 2009 - January 2014
Citi August 2005 - February 2009
Morgan Stanley May 2004 - August 2005
New Hampshire Public Television October 2003 - March 2004
Comcast January 2002 - April 2003
AT&T Broadband January 1999 - January 2002
MediaOne June 1992 - December 1998
Skills
Multimedia, Digital Media Services, Video Production, Television Producing, Creative Services, Marketing Communications, Internal Communications, Corporate Communications, Broadcast, Digital Media, Video, Television, Entertainment, Video Editing, Public Relations, Strategy, Facebook, Marketing, Blogging, Creative Direction, Financial Services, Editorial, Content Strategy, TV Production
Education
Colgate University 1981 — 1985
BA, Psychology
Austin Sneed's Morgan Stanley Experience May 2014 - July 2014
Job Student at Clemson University
Industry
Experience
Morgan Stanley May 2014 - July 2014
Us Senator Lindsey Graham February 2014 - May 2014
Education
Clemson University 2012 — 2016
Finance and Financial Management Services, Senior
Morgan Stanley May 2014 - July 2014
Us Senator Lindsey Graham February 2014 - May 2014
Education
Clemson University 2012 — 2016
Finance and Financial Management Services, Senior
Katie Peden Katie Peden's Morgan Stanley Experience May 2013 - July 2013
Job Clemson University Student; Marketing Major & Psychology Minor
Industry
Experience
The Hine Law Firm, LLC. May 2014 - August 2014
Crawford Strategy May 2014 - July 2014
Morgan Stanley May 2013 - July 2013
Sugar N Spice Childcare Center, Inc. May 2010 - May 2013
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Customer Service, Microsoft Word, Social Networking
Education
Clemson University - College of Business and Behavioral Science 2011 — 2015
Bachelor's Degree, Marketing
The Hine Law Firm, LLC. May 2014 - August 2014
Crawford Strategy May 2014 - July 2014
Morgan Stanley May 2013 - July 2013
Sugar N Spice Childcare Center, Inc. May 2010 - May 2013
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Customer Service, Microsoft Word, Social Networking
Education
Clemson University - College of Business and Behavioral Science 2011 — 2015
Bachelor's Degree, Marketing
Joseph Tighe's Morgan Stanley Experience October 2003 - September 2004
Job Strategic Account Director
Industry Automotive
Experience
Michelin January 2014 - Present
Michelin February 2015 - July 2015
Michelin June 2011 - December 2013
Michelin February 2008 - June 2011
Michelin May 2005 - February 2008
IBM Global Business Services September 2004 - May 2005
Morgan Stanley October 2003 - September 2004
Skills
Cross-functional Team..., Sales Management, Account Management, Sales Operations, Strategy, CRM, Business Development, New Business Development, Marketing Strategy, Management, Sales, Leadership, Selling, Negotiation, Training, Team Building, Retail, Analysis, Automotive, B2B, Business Planning, Key Account Management, Pricing, Sales Process, Team Leadership
Education
University of South Carolina - Darla Moore School of Business 2009 — 2011
Master of Business Administration (MBA), International Business/Finance, 3.80
Clemson University 1998 — 2003
Bachelor of Science (B.S.), Business Management, 3.0
Clemson University 1998 — 2003
Minor, Economics
Michelin January 2014 - Present
Michelin February 2015 - July 2015
Michelin June 2011 - December 2013
Michelin February 2008 - June 2011
Michelin May 2005 - February 2008
IBM Global Business Services September 2004 - May 2005
Morgan Stanley October 2003 - September 2004
Skills
Cross-functional Team..., Sales Management, Account Management, Sales Operations, Strategy, CRM, Business Development, New Business Development, Marketing Strategy, Management, Sales, Leadership, Selling, Negotiation, Training, Team Building, Retail, Analysis, Automotive, B2B, Business Planning, Key Account Management, Pricing, Sales Process, Team Leadership
Education
University of South Carolina - Darla Moore School of Business 2009 — 2011
Master of Business Administration (MBA), International Business/Finance, 3.80
Clemson University 1998 — 2003
Bachelor of Science (B.S.), Business Management, 3.0
Clemson University 1998 — 2003
Minor, Economics
Anthony Masseria Anthony Masseria's Morgan Stanley Experience January 1999 - August 2001
Job VP Mortgage Sales Manager at HSBC Bank USA, N.A.
Industry Financial Services
Experience
HSBC Bank USA, N.A. February 2007 - Present
Wachovia Mortgage Corporation August 2001 - February 2007
Morgan Stanley January 1999 - August 2001
Harvard Mortgage Corporation June 1996 - December 1998
Skills
NMLS# 410099, Series 6 & 63 Licensed, New Jersey-Life,..., Mortgage Lending, Series 63, Health Insurance, Mortgage Banking, Loan Origination, FHA, Residential Mortgages, Loans, Leadership, Management, Refinance, Banking, Real Estate, Residential Homes, Reverse Mortgages, Credit, Insurance, Investment Properties, VA loans, Real Estate Economics, Sales, Finance, FHA financing, USDA, Commercial Mortgages, Underwriting, First Time Home Buyers, Real Estate Financing, Mortgage Underwriting, Commercial Banking, Retail Banking, Portfolio Management, Investments, Credit Analysis, Mortgage Marketing, Funding, Financial Services, Commercial Lending, Certified Mortgage..., Home Equity Loans, Consumer Lending, Loss Mitigation, Home Equity Lines of..., Financial Structuring, Construction Loans, Loan Servicing, Mortgage Servicing
Education
Cleveland State University 1997 — 1999
Bachelor of Arts, Finance
HSBC Bank USA, N.A. February 2007 - Present
Wachovia Mortgage Corporation August 2001 - February 2007
Morgan Stanley January 1999 - August 2001
Harvard Mortgage Corporation June 1996 - December 1998
Skills
NMLS# 410099, Series 6 & 63 Licensed, New Jersey-Life,..., Mortgage Lending, Series 63, Health Insurance, Mortgage Banking, Loan Origination, FHA, Residential Mortgages, Loans, Leadership, Management, Refinance, Banking, Real Estate, Residential Homes, Reverse Mortgages, Credit, Insurance, Investment Properties, VA loans, Real Estate Economics, Sales, Finance, FHA financing, USDA, Commercial Mortgages, Underwriting, First Time Home Buyers, Real Estate Financing, Mortgage Underwriting, Commercial Banking, Retail Banking, Portfolio Management, Investments, Credit Analysis, Mortgage Marketing, Funding, Financial Services, Commercial Lending, Certified Mortgage..., Home Equity Loans, Consumer Lending, Loss Mitigation, Home Equity Lines of..., Financial Structuring, Construction Loans, Loan Servicing, Mortgage Servicing
Education
Cleveland State University 1997 — 1999
Bachelor of Arts, Finance
Jonathan Derby Jonathan Derby's Morgan Stanley Experience October 2010 - May 2013
Job Executive Director, Program Management & Telecom Services
Industry Information Technology and Services
Experience
Ongoing Operations, LLC May 2013 - Present
Morgan Stanley October 2010 - May 2013
Ongoing Operations, LLC May 2006 - October 2010
NIH Federal Credit Union 2000 - 2006
Skills
Disaster Recovery, Project Management, SDLC, Data Center, Strategy, Product Development, Project Planning, Vendor Management, Strategic Planning, Risk Management, Banking, Financial Services, Team Building, Business Continuity, Process Improvement, Customer Service, Change Management, Business Analysis, Microsoft Office, Program Management, Financial Analysis, Portfolio Management, Executive Management, Business Development, Finance, Telecommunications
Education
Clemson University 2002 — 2006
Bachelor of Science
Ongoing Operations, LLC May 2013 - Present
Morgan Stanley October 2010 - May 2013
Ongoing Operations, LLC May 2006 - October 2010
NIH Federal Credit Union 2000 - 2006
Skills
Disaster Recovery, Project Management, SDLC, Data Center, Strategy, Product Development, Project Planning, Vendor Management, Strategic Planning, Risk Management, Banking, Financial Services, Team Building, Business Continuity, Process Improvement, Customer Service, Change Management, Business Analysis, Microsoft Office, Program Management, Financial Analysis, Portfolio Management, Executive Management, Business Development, Finance, Telecommunications
Education
Clemson University 2002 — 2006
Bachelor of Science
Devin Murphy Devin Murphy's Morgan Stanley Experience May 2007 - April 2008
Job Associate Director at MIT Sloan School of Management
Industry Marketing and Advertising
Experience
MIT Sloan School of Management November 2012 - Present
Johnson & Johnson May 2011 - August 2011
White & Case April 2008 - May 2010
Morgan Stanley May 2007 - April 2008
Morgan Stanley August 2005 - May 2007
John Kerry for President/Kerry-Edwards 2004 May 2003 - November 2004
Skills
Market Research, Product Management, Competitive Analysis, Strategic Planning, Strategic Communications, Marketing, Segmentation, Finance, Product Development, Business Strategy, Management Consulting, Data Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, Marketing
Colgate University 2001 — 2005
BA, History and Political Science
MIT Sloan School of Management November 2012 - Present
Johnson & Johnson May 2011 - August 2011
White & Case April 2008 - May 2010
Morgan Stanley May 2007 - April 2008
Morgan Stanley August 2005 - May 2007
John Kerry for President/Kerry-Edwards 2004 May 2003 - November 2004
Skills
Market Research, Product Management, Competitive Analysis, Strategic Planning, Strategic Communications, Marketing, Segmentation, Finance, Product Development, Business Strategy, Management Consulting, Data Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, Marketing
Colgate University 2001 — 2005
BA, History and Political Science
Keith Ashworth Keith Ashworth's Morgan Stanley Experience April 2004 - October 2012
Job Global Business Development Professional
Industry Investment Banking
Experience
TimberSIL October 2012 - July 2013
Morgan Stanley April 2004 - October 2012
Aon Risk Solutions April 2001 - December 2003
Ashworth & Associates October 1994 - April 2001
Transcon Trading Company, Inc. September 1989 - October 1994
Columbia Industrial Sales Company December 1985 - August 1989
Team Building Skills January 1985 - December 1985
Skills
Corporate Development, Due Diligence, Private Equity, Venture Capital, Sales, Strategic Planning, Strategic Evaluation of..., International Joint..., Porter's Five Forces..., Global Financial..., International Market..., Strategic Evaluation of..., Liquid Natural Gas..., Strategic Evaluation of..., Public Private..., Strategic Evaluation of..., Transactional Analysis, Regulatory Analysis, Financial Feasibility..., DCF Valuation, NPV Analysis, IRR Analysis, Risk Analysis and..., Commercial Strategy, Contract Negotiation, Deal Valuation, Deal Closure, Deal Pricing, Deal Financing, Deal Presentation, Contract Management, Government Contracting, Proposal Writing, Specification Compliance, Project Scope..., Mergers & Acquisitions, Investment Banking, Mezzanine Financing, Management Consulting, Value Chain Analysis, Team Building, Financial Statement..., Multiple Valuation..., Synergies Calculations, Accounting Principles, Enterprise Valuation, Relationship Management, Opportunity..., Lead Generation, Export Management
Education
University of Pennsylvania - The Wharton School 2006 — 2007
Post Graduate Studies, Finance
Duke University - The Fuqua School of Business 2002 — 2003
MBA, Finance
Clemson University 1979 — 1983
BS, Industrial Management & Management Science
TimberSIL October 2012 - July 2013
Morgan Stanley April 2004 - October 2012
Aon Risk Solutions April 2001 - December 2003
Ashworth & Associates October 1994 - April 2001
Transcon Trading Company, Inc. September 1989 - October 1994
Columbia Industrial Sales Company December 1985 - August 1989
Team Building Skills January 1985 - December 1985
Skills
Corporate Development, Due Diligence, Private Equity, Venture Capital, Sales, Strategic Planning, Strategic Evaluation of..., International Joint..., Porter's Five Forces..., Global Financial..., International Market..., Strategic Evaluation of..., Liquid Natural Gas..., Strategic Evaluation of..., Public Private..., Strategic Evaluation of..., Transactional Analysis, Regulatory Analysis, Financial Feasibility..., DCF Valuation, NPV Analysis, IRR Analysis, Risk Analysis and..., Commercial Strategy, Contract Negotiation, Deal Valuation, Deal Closure, Deal Pricing, Deal Financing, Deal Presentation, Contract Management, Government Contracting, Proposal Writing, Specification Compliance, Project Scope..., Mergers & Acquisitions, Investment Banking, Mezzanine Financing, Management Consulting, Value Chain Analysis, Team Building, Financial Statement..., Multiple Valuation..., Synergies Calculations, Accounting Principles, Enterprise Valuation, Relationship Management, Opportunity..., Lead Generation, Export Management
Education
University of Pennsylvania - The Wharton School 2006 — 2007
Post Graduate Studies, Finance
Duke University - The Fuqua School of Business 2002 — 2003
MBA, Finance
Clemson University 1979 — 1983
BS, Industrial Management & Management Science
Kory Lenz Kory Lenz's Morgan Stanley Experience January 2015 - Present
Job Business Development Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley February 2013 - December 2014
MetLife September 2012 - February 2013
Two Young Studs Moving 2008 - September 2012
Miami Business Enterprises (MBE) 2011 - May 2012
Miami University Credit Union 2010 - 2011
AXA Equitable 2010 - 2010
Skills
Series 7, series 66, Finance, Series 6
Education
University of Tampa 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
Miami University 2009 — 2012
Bachelor of Science (B.S.), Business Administration
Colby College 2008 — 2008
Morgan Stanley January 2015 - Present
Morgan Stanley February 2013 - December 2014
MetLife September 2012 - February 2013
Two Young Studs Moving 2008 - September 2012
Miami Business Enterprises (MBE) 2011 - May 2012
Miami University Credit Union 2010 - 2011
AXA Equitable 2010 - 2010
Skills
Series 7, series 66, Finance, Series 6
Education
University of Tampa 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
Miami University 2009 — 2012
Bachelor of Science (B.S.), Business Administration
Colby College 2008 — 2008
Adam Nisenson's Morgan Stanley Experience January 2012 - May 2012
Job Casualty Broker at RT Specialty
Industry Insurance
Experience
RT Specialty October 2012 - Present
Morgan Stanley January 2012 - May 2012
Coe College August 2008 - April 2012
Skills
Time Management, Microsoft Office, Insurance, Commercial Insurance, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Event Planning, Leadership, Social Media, Outlook, Financial Analysis, Research, Sales, Facebook, Teamwork
Education
Coe College 2008 — 2012
Bachelor of Arts, Public Accounting & Finance
RT Specialty October 2012 - Present
Morgan Stanley January 2012 - May 2012
Coe College August 2008 - April 2012
Skills
Time Management, Microsoft Office, Insurance, Commercial Insurance, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Event Planning, Leadership, Social Media, Outlook, Financial Analysis, Research, Sales, Facebook, Teamwork
Education
Coe College 2008 — 2012
Bachelor of Arts, Public Accounting & Finance
David A. Molnar, CFP® David A. Molnar, CFP®'s Morgan Stanley Experience August 2000 - January 2005
Job Registered Principal with LPL Financial
Industry Financial Services
Experience
LPL Financial January 2005 - Present
Morgan Stanley August 2000 - January 2005
Skills
Financial Planning
Education
Cleveland State University 1983 — 1988
BBA, Management and Labor
Cuyahoga Community College 2004 — 2006
Corporate College, CFP education element
LPL Financial January 2005 - Present
Morgan Stanley August 2000 - January 2005
Skills
Financial Planning
Education
Cleveland State University 1983 — 1988
BBA, Management and Labor
Cuyahoga Community College 2004 — 2006
Corporate College, CFP education element
Jeremy Shockcor Jeremy Shockcor's Morgan Stanley Experience August 2013 - October 2013
Job Passed the Level III exam of the CFA Program in June '12 and passed each exam on the first attempt
Industry Financial Services
Experience
Credit Suisse April 2014 - Present
Morgan Stanley August 2013 - October 2013
Chesapeake Energy January 2013 - July 2013
Mitsubishi UFJ Securities (USA), Inc. January 2012 - October 2012
Mitsubishi UFJ Securities (USA), Inc. November 2011 - December 2011
Mitsubishi UFJ Securities (USA), Inc. September 2011 - November 2011
Mitsubishi UFJ Securities (USA), Inc. June 2011 - August 2011
West Virginia University June 2010 - August 2010
U.S. Census Bureau: Public Finance Analysis Branch May 2007 - August 2007
Greater Morgantown Convention and Visitors Bureau May 2006 - August 2006
Skills
Investments, Portfolio Management, Financial Analysis, Corporate Finance, Bloomberg, Bloomberg Terminal, Research, Valuation, Risk Management, Finance, Bonds, Capital Markets, Equities, Fixed Income, Financial Modeling, Data Analysis, Financial Services, Investment Management, Fixed Income Analysis, Equity Research, Project Management, Analysis, Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Portfolio Performance..., Portfolio Optimization, High Yield Bonds, Investment Strategies, Time Series Analysis, Equity Valuation, VAR, Wealth Management, Relationship Management, Derivatives, Financial Markets, Credit Analysis, Institutional..., Quantitative Analytics, Client Services, Customer Support
Education
West Virginia University 2010 — 2011
Master of Science, Finance
West Virginia University 2009 — 2010
Master of Business Administration (M.B.A.)
Clemson University 2004 — 2008
Bachelor of Science, Financial Management, Minor in Accounting
Credit Suisse April 2014 - Present
Morgan Stanley August 2013 - October 2013
Chesapeake Energy January 2013 - July 2013
Mitsubishi UFJ Securities (USA), Inc. January 2012 - October 2012
Mitsubishi UFJ Securities (USA), Inc. November 2011 - December 2011
Mitsubishi UFJ Securities (USA), Inc. September 2011 - November 2011
Mitsubishi UFJ Securities (USA), Inc. June 2011 - August 2011
West Virginia University June 2010 - August 2010
U.S. Census Bureau: Public Finance Analysis Branch May 2007 - August 2007
Greater Morgantown Convention and Visitors Bureau May 2006 - August 2006
Skills
Investments, Portfolio Management, Financial Analysis, Corporate Finance, Bloomberg, Bloomberg Terminal, Research, Valuation, Risk Management, Finance, Bonds, Capital Markets, Equities, Fixed Income, Financial Modeling, Data Analysis, Financial Services, Investment Management, Fixed Income Analysis, Equity Research, Project Management, Analysis, Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Portfolio Performance..., Portfolio Optimization, High Yield Bonds, Investment Strategies, Time Series Analysis, Equity Valuation, VAR, Wealth Management, Relationship Management, Derivatives, Financial Markets, Credit Analysis, Institutional..., Quantitative Analytics, Client Services, Customer Support
Education
West Virginia University 2010 — 2011
Master of Science, Finance
West Virginia University 2009 — 2010
Master of Business Administration (M.B.A.)
Clemson University 2004 — 2008
Bachelor of Science, Financial Management, Minor in Accounting
Carrie Bartz's Morgan Stanley Experience September 2002 - March 2003
Job Global Technology Executive at Ricoh Americas Corporation
Industry Information Technology and Services
Experience
Ricoh Americas Corporation June 2015 - Present
Ricoh Americas Corporation April 2014 - Present
Ricoh Americas Corporation March 2003 - March 2014
Morgan Stanley September 2002 - March 2003
Skills
Cold Calling, Sales Management, Solution Selling, Sales Presentations, Selling, Salesforce.com, Account Management, Business Development, New Business Development, Direct Sales, Strategy, Sales Process, Sales, Professional Services, Leadership, Sales Operations, B2B
Education
Clemson University 1996 — 2000
BA, Communications
Ricoh Americas Corporation June 2015 - Present
Ricoh Americas Corporation April 2014 - Present
Ricoh Americas Corporation March 2003 - March 2014
Morgan Stanley September 2002 - March 2003
Skills
Cold Calling, Sales Management, Solution Selling, Sales Presentations, Selling, Salesforce.com, Account Management, Business Development, New Business Development, Direct Sales, Strategy, Sales Process, Sales, Professional Services, Leadership, Sales Operations, B2B
Education
Clemson University 1996 — 2000
BA, Communications
Ward Savage Ward Savage's Morgan Stanley Experience 2002 - 2004
Job Vice President at Credit Value Partners
Industry Financial Services
Experience
Credit Value Partners April 2014 - Present
Credit Suisse May 2010 - April 2014
Credit Suisse June 2009 - August 2009
United States Marine Corps June 2004 - February 2008
Morgan Stanley 2002 - 2004
Skills
Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Due Diligence, Equities, Financial Analysis, Fixed Income, Investment Banking, Investments, Leadership, Private Equity, Restructuring, Valuation
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Colby College 1998 — 2002
BA, Economics
Credit Value Partners April 2014 - Present
Credit Suisse May 2010 - April 2014
Credit Suisse June 2009 - August 2009
United States Marine Corps June 2004 - February 2008
Morgan Stanley 2002 - 2004
Skills
Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Due Diligence, Equities, Financial Analysis, Fixed Income, Investment Banking, Investments, Leadership, Private Equity, Restructuring, Valuation
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Colby College 1998 — 2002
BA, Economics
Chasse Osborn Chasse Osborn's Morgan Stanley Experience January 2014 - July 2014
Job J.D. Candidate at Georgetown University Law Center
Industry Law Practice
Experience
SoFi June 2015 - Present
Morgan Stanley January 2014 - July 2014
Morgan Stanley January 2013 - December 2013
Morgan Stanley Wealth Management February 2011 - December 2012
T. Rowe Price November 2009 - February 2011
Skills
Series 6, Series 63, IRA's, Asset Based Lending, Banking Operations, Customer Service, Collateral Management, Financial Regulation, Securities Regulation, Mutual Funds, Equities, Financial Services, Microsoft Excel, Risk Management
Education
Georgetown University Law Center 2014 — 2017
Doctor of Law (JD)
Clemson University - College of Business and Behavioral Science 2006 — 2009
Bachelor of Science, Economics, Math Minor
Saint Lawrence University 2004 — 2006
Math
Manchester Essex Regional High School 2000 — 2004
SoFi June 2015 - Present
Morgan Stanley January 2014 - July 2014
Morgan Stanley January 2013 - December 2013
Morgan Stanley Wealth Management February 2011 - December 2012
T. Rowe Price November 2009 - February 2011
Skills
Series 6, Series 63, IRA's, Asset Based Lending, Banking Operations, Customer Service, Collateral Management, Financial Regulation, Securities Regulation, Mutual Funds, Equities, Financial Services, Microsoft Excel, Risk Management
Education
Georgetown University Law Center 2014 — 2017
Doctor of Law (JD)
Clemson University - College of Business and Behavioral Science 2006 — 2009
Bachelor of Science, Economics, Math Minor
Saint Lawrence University 2004 — 2006
Math
Manchester Essex Regional High School 2000 — 2004
Brad Chesney Brad Chesney's Morgan Stanley Experience May 2005 - April 2007
Job Independent Computer & Network Security Professional
Industry Computer & Network Security
Experience
Sherwin Williams 2014 - Present
The Rust Belt Rebellion May 2010 - Present
The Lubrizol Corporation via Vector Technical March 2013 - September 2014
PC Parts Unlimited March 2009 - May 2011
H&R Block December 2004 - April 2009
Cleveland State University 2007 - 2009
Morgan Stanley May 2005 - April 2007
Boating Headquarters May 2004 - May 2005
Lake Hospital System April 2000 - October 2004
Libra Industries November 1995 - May 1997
Skills
Troubleshooting, Testing, Ubuntu, Access, Linux, SQL, Bash, Unix, PHP, XHTML, MySQL, jQuery, JavaScript, CSS, HTML 5, CPA, Debian, html5, OOP, AJAX, Firebug, Eclipse, SSH, SSL, Git, Httpd, MongoDB, imagick, Propel, phpMyAdmin, wkhtmltopdf, fpdf, phpmailer, XML, UML, php-fpm, FastCGI, Android, XBRL, BSD, ZFS, Solaris, SOX Compliancy, USA PATRIOT Act, HIPAA, SELinux, SASS
Education
edX 2014 — 2014
Linux LFS101x, 93%
Cleveland State University 2000 — 2010
Accounting, Accounting
Lakeland Community College 1996 — 2009
Associate of Science (A.S.), IS/IT
Sherwin Williams 2014 - Present
The Rust Belt Rebellion May 2010 - Present
The Lubrizol Corporation via Vector Technical March 2013 - September 2014
PC Parts Unlimited March 2009 - May 2011
H&R Block December 2004 - April 2009
Cleveland State University 2007 - 2009
Morgan Stanley May 2005 - April 2007
Boating Headquarters May 2004 - May 2005
Lake Hospital System April 2000 - October 2004
Libra Industries November 1995 - May 1997
Skills
Troubleshooting, Testing, Ubuntu, Access, Linux, SQL, Bash, Unix, PHP, XHTML, MySQL, jQuery, JavaScript, CSS, HTML 5, CPA, Debian, html5, OOP, AJAX, Firebug, Eclipse, SSH, SSL, Git, Httpd, MongoDB, imagick, Propel, phpMyAdmin, wkhtmltopdf, fpdf, phpmailer, XML, UML, php-fpm, FastCGI, Android, XBRL, BSD, ZFS, Solaris, SOX Compliancy, USA PATRIOT Act, HIPAA, SELinux, SASS
Education
edX 2014 — 2014
Linux LFS101x, 93%
Cleveland State University 2000 — 2010
Accounting, Accounting
Lakeland Community College 1996 — 2009
Associate of Science (A.S.), IS/IT
Allison (Allison Lanzi) Rich Allison (Allison Lanzi) Rich's Morgan Stanley Experience June 2010 - September 2011
Job Customer Svc Rep & Sales Associate at Wetzel and Lanzi, Inc.
Industry Insurance
Experience
Wetzel and Lanzi, Inc. September 2011 - Present
Morgan Stanley June 2010 - September 2011
Bank of America 2008 - October 2010
Viacom May 2007 - August 2007
Education
Clemson University 2004 — 2008
Financial Management
Clemson University - College of Business and Behavioral Science 2004 — 2008
BS
Wetzel and Lanzi, Inc. September 2011 - Present
Morgan Stanley June 2010 - September 2011
Bank of America 2008 - October 2010
Viacom May 2007 - August 2007
Education
Clemson University 2004 — 2008
Financial Management
Clemson University - College of Business and Behavioral Science 2004 — 2008
BS
Cameron Morton's Morgan Stanley Experience 2013 - 2014
Job Seeking Employment in Medical Device Sales
Industry Medical Devices
Experience
Morgan Stanley 2013 - 2014
Merrill Lynch 2010 - 2013
The Westin Fort Lauderdale Beach Resort 2009 - 2010
CompUSA 2005 - 2008
Rosemont Country Club 2003 - 2006
Skills
Sales, Medical Education, Psychology, Financial Planning, Healthcare, Human Anatomy, Human Physiology, Hospitals, Sales Effectiveness, Product Marketing, Medical-Surgical, Retirement Planning, Estate Planning, Stock Market, Risk Analysis, Cold Calling, Presentation Skills, Computer Proficiency, Computer Hardware, Electronics, Occupational Psychology, Cognitive Psychology, Social Psychology, Sales Operations, Sales Process, Networking, Marketing, Online Marketing, Social Media, Teamwork, Customer Service, Technical Support, Employee Training, Pharmacology, Physicians, Public Health, Operating Room, Surgery, OB/GYN, Ophthalmology, Intravitreal Injections, Podiatry, Orthopedics, Microsoft Office, Microsoft Excel, Clinical Trials, Hospitality Industry, Event Planning
Education
Cleveland State University 2010 — 2014
Bachelor’s Degree, Health Sciences
Cleveland State University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Morgan Stanley 2013 - 2014
Merrill Lynch 2010 - 2013
The Westin Fort Lauderdale Beach Resort 2009 - 2010
CompUSA 2005 - 2008
Rosemont Country Club 2003 - 2006
Skills
Sales, Medical Education, Psychology, Financial Planning, Healthcare, Human Anatomy, Human Physiology, Hospitals, Sales Effectiveness, Product Marketing, Medical-Surgical, Retirement Planning, Estate Planning, Stock Market, Risk Analysis, Cold Calling, Presentation Skills, Computer Proficiency, Computer Hardware, Electronics, Occupational Psychology, Cognitive Psychology, Social Psychology, Sales Operations, Sales Process, Networking, Marketing, Online Marketing, Social Media, Teamwork, Customer Service, Technical Support, Employee Training, Pharmacology, Physicians, Public Health, Operating Room, Surgery, OB/GYN, Ophthalmology, Intravitreal Injections, Podiatry, Orthopedics, Microsoft Office, Microsoft Excel, Clinical Trials, Hospitality Industry, Event Planning
Education
Cleveland State University 2010 — 2014
Bachelor’s Degree, Health Sciences
Cleveland State University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Cem Varon's Morgan Stanley Experience July 1998 - July 2001
Job General Manager, Exchanges at GoHealth
Industry Information Services
Experience
GoHealth October 2012 - Present
NAVTEQ May 2006 - September 2012
Enzyo, LLC May 2005 - May 2006
Deloitte Consulting August 2003 - April 2005
Morgan Stanley July 1998 - July 2001
Skills
Product Management, Market Entry, Product Launch, Product Planning, Business Strategy, Business Development, Global Business..., Strategic Partnerships, Growth Strategies, Corporate Development, Mergers, Acquisitions, Acquisition Integration, Product Marketing, Management Consulting, Business Transformation, Operating Models, Organizational Design, Business Process..., Business Process Design
Education
Harvard Business School 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Colgate University 1994 — 1998
Bachelor of Arts (B.A.), Economics and Mathematics
GoHealth October 2012 - Present
NAVTEQ May 2006 - September 2012
Enzyo, LLC May 2005 - May 2006
Deloitte Consulting August 2003 - April 2005
Morgan Stanley July 1998 - July 2001
Skills
Product Management, Market Entry, Product Launch, Product Planning, Business Strategy, Business Development, Global Business..., Strategic Partnerships, Growth Strategies, Corporate Development, Mergers, Acquisitions, Acquisition Integration, Product Marketing, Management Consulting, Business Transformation, Operating Models, Organizational Design, Business Process..., Business Process Design
Education
Harvard Business School 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Colgate University 1994 — 1998
Bachelor of Arts (B.A.), Economics and Mathematics
Jane Anderson's Morgan Stanley Experience June 2008 - Present
Job Executive Director, HR Data Governance and Business Intelligence at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley June 2008 - Present
Oliver Wyman - Delta Organization & Leadership September 2005 - June 2008
Chasm Lake Management Services LLC August 2003 - September 2005
Skills
Human Resources, HR Project Management, Data Governance, Data Management, Data Quality, Data Warehousing, Priority Setting, SDLC, Analytics, Business Intelligence, Global Compensation, Compensation Planning, Performance Management, Talent Management, Recruiting, Microsoft Excel..., Microsoft Access..., PowerPoint, Business Objects, Workday, PeopleSoft
Education
New York University 2005 — 2007
Master's Degree, Human Resources Management/Personnel Administration, General
Colgate University 1997 — 2001
BA, English/Creative Writing
Morgan Stanley June 2008 - Present
Oliver Wyman - Delta Organization & Leadership September 2005 - June 2008
Chasm Lake Management Services LLC August 2003 - September 2005
Skills
Human Resources, HR Project Management, Data Governance, Data Management, Data Quality, Data Warehousing, Priority Setting, SDLC, Analytics, Business Intelligence, Global Compensation, Compensation Planning, Performance Management, Talent Management, Recruiting, Microsoft Excel..., Microsoft Access..., PowerPoint, Business Objects, Workday, PeopleSoft
Education
New York University 2005 — 2007
Master's Degree, Human Resources Management/Personnel Administration, General
Colgate University 1997 — 2001
BA, English/Creative Writing
Jim Wachtel, Health Care Cost Containment's Morgan Stanley Experience February 2008 - November 2008
Job Lower Health Care Costs with Better, Proven Strategies and Execution. Health Care Cost Containment Pro
Industry Insurance
Experience
HealthCheck360 December 2008 - Present
Morgan Stanley February 2008 - November 2008
Maywood Financial June 2007 - January 2008
Fremont Investment & Loan 2002 - May 2007
NexTec, Inc. 1997 - 2002
Westmark Enterprises, Inc. 1994 - 2002
US Army/Army National Guard November 1985 - March 2000
Skills
Sales Management, CRM, Start-ups, Leadership, Management, Strategic Planning, Marketing, Public Speaking, Lead Generation, B2B, Program Management, Marketing Strategy, Product Marketing, Budgets, Cross-functional Team..., Sales, Product Development, Customer Service, Business Planning, Account Management, Process Improvement, Coaching, Salesforce.com, Customer Satisfaction, Direct Sales, Executive Management, Human Resources, Selling, Sales Operations, Healthcare, Sales Process, Business Development, New Business Development, Strategy, Building Relationships, Strategic Partnerships, Team Building, Cold Calling, Employee Benefits, Marketing Communications, Training, Insurance, Customer Retention, Advertising, P&L Management, Sales Presentations, Contract Negotiation, Small Business, Entrepreneurship, Competitive Analysis
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
MBA, Business
Clarke University 1988 — 1993
BA, Business Admin. Also studied Military Science, Commercial Flight Ops
Wahlert Golden Eagles
HealthCheck360 December 2008 - Present
Morgan Stanley February 2008 - November 2008
Maywood Financial June 2007 - January 2008
Fremont Investment & Loan 2002 - May 2007
NexTec, Inc. 1997 - 2002
Westmark Enterprises, Inc. 1994 - 2002
US Army/Army National Guard November 1985 - March 2000
Skills
Sales Management, CRM, Start-ups, Leadership, Management, Strategic Planning, Marketing, Public Speaking, Lead Generation, B2B, Program Management, Marketing Strategy, Product Marketing, Budgets, Cross-functional Team..., Sales, Product Development, Customer Service, Business Planning, Account Management, Process Improvement, Coaching, Salesforce.com, Customer Satisfaction, Direct Sales, Executive Management, Human Resources, Selling, Sales Operations, Healthcare, Sales Process, Business Development, New Business Development, Strategy, Building Relationships, Strategic Partnerships, Team Building, Cold Calling, Employee Benefits, Marketing Communications, Training, Insurance, Customer Retention, Advertising, P&L Management, Sales Presentations, Contract Negotiation, Small Business, Entrepreneurship, Competitive Analysis
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
MBA, Business
Clarke University 1988 — 1993
BA, Business Admin. Also studied Military Science, Commercial Flight Ops
Wahlert Golden Eagles
Tony Lowe's Morgan Stanley Experience September 2010 - November 2011
Job Sr Software Engineer
Industry Financial Services
Experience
Goldman Sachs July 2013 - Present
InterContinentalExchange, Inc. November 2011 - June 2013
Morgan Stanley September 2010 - November 2011
CITI November 2009 - September 2010
Citi June 2007 - November 2009
Cardiomag Imaging October 2006 - June 2007
Information Builders April 2005 - October 2006
Nikon June 2004 - April 2005
Infimed October 2002 - June 2004
Lockheed Martin June 2001 - September 2002
Skills
Software Engineering, C#, WPF, WCF, Visual Studio, Object Oriented Design, Design Patterns, Entity Framework, Multithreading, Software Design, Software Development, SDLC, Agile Application..., SQL, WinForms, Visual C++, C++
Education
Syracuse University 1999 — 2002
MSCE, Computer Engineering (OOD)
Clarkson University 1997 — 1999
B.S. (dual) cum Laude, Computer Science/Mathematics
SUNY Jefferson Community College 1995 — 1997
A.A.S. w/ honors, Computer Science
Goldman Sachs July 2013 - Present
InterContinentalExchange, Inc. November 2011 - June 2013
Morgan Stanley September 2010 - November 2011
CITI November 2009 - September 2010
Citi June 2007 - November 2009
Cardiomag Imaging October 2006 - June 2007
Information Builders April 2005 - October 2006
Nikon June 2004 - April 2005
Infimed October 2002 - June 2004
Lockheed Martin June 2001 - September 2002
Skills
Software Engineering, C#, WPF, WCF, Visual Studio, Object Oriented Design, Design Patterns, Entity Framework, Multithreading, Software Design, Software Development, SDLC, Agile Application..., SQL, WinForms, Visual C++, C++
Education
Syracuse University 1999 — 2002
MSCE, Computer Engineering (OOD)
Clarkson University 1997 — 1999
B.S. (dual) cum Laude, Computer Science/Mathematics
SUNY Jefferson Community College 1995 — 1997
A.A.S. w/ honors, Computer Science
James Kaplewicz's Morgan Stanley Experience March 2005 - May 2005
Job Director
Industry Financial Services
Experience
Enterprise Solution Providers April 2010 - Present
Credit Suisse February 2012 - April 2012
Credit Suisse April 2010 - October 2011
Acumen Solutions 2005 - March 2010
Citigroup June 2008 - January 2010
Credit Suisse November 2007 - April 2008
Credit Suisse March 2007 - November 2007
Citigroup May 2005 - June 2006
Morgan Stanley March 2005 - May 2005
State Capital Title September 2003 - January 2005
Education
Clarkson University 2000 — 2002
MS
Clarkson University 1996 — 2000
BS
Enterprise Solution Providers April 2010 - Present
Credit Suisse February 2012 - April 2012
Credit Suisse April 2010 - October 2011
Acumen Solutions 2005 - March 2010
Citigroup June 2008 - January 2010
Credit Suisse November 2007 - April 2008
Credit Suisse March 2007 - November 2007
Citigroup May 2005 - June 2006
Morgan Stanley March 2005 - May 2005
State Capital Title September 2003 - January 2005
Education
Clarkson University 2000 — 2002
MS
Clarkson University 1996 — 2000
BS
Jennifer Oliver's Morgan Stanley Experience June 2000 - August 2000
Job IT Manager Product and Acquisition at Progressive Insurance
Industry Financial Services
Experience
Progressive Insurance October 2013 - Present
Progressive Insurance February 2012 - October 2013
Progressive Insurance September 2010 - February 2012
Progressive Insurance October 2008 - September 2010
Progressive Insurance October 2007 - October 2008
McMaster-Carr 2006 - 2007
Deutsche Bank Trust Company Americas September 2003 - October 2006
Deutsche Bank Securities June 2001 - August 2003
Morgan Stanley June 2000 - August 2000
Skills
Financial Modeling, Process Improvement, Data Analysis, Financial Analysis, Forecasting, Business Analysis, Analysis, Iso 9000, Problem Management, Incident Management, Diversity & Inclusion, Software Development..., Quality Management, Application Performance..., Foundation Certificate..., IT Management, IT Service Management, Software Documentation, Management, Strategy, Disaster Recovery, Banking, Budgets, Internal Audit, Portfolio Management, Financial Reporting, Valuation, Due Diligence, Risk Management, IT Strategy, SDLC, Requirements Gathering
Education
Cleveland State University 2009 — 2012
Master of Business Administration (MBA)
Lehigh University 1997 — 2001
BS, Finance
Lehigh University - College of Business and Economics 1997 — 2001
BS, Finance
Progressive Insurance October 2013 - Present
Progressive Insurance February 2012 - October 2013
Progressive Insurance September 2010 - February 2012
Progressive Insurance October 2008 - September 2010
Progressive Insurance October 2007 - October 2008
McMaster-Carr 2006 - 2007
Deutsche Bank Trust Company Americas September 2003 - October 2006
Deutsche Bank Securities June 2001 - August 2003
Morgan Stanley June 2000 - August 2000
Skills
Financial Modeling, Process Improvement, Data Analysis, Financial Analysis, Forecasting, Business Analysis, Analysis, Iso 9000, Problem Management, Incident Management, Diversity & Inclusion, Software Development..., Quality Management, Application Performance..., Foundation Certificate..., IT Management, IT Service Management, Software Documentation, Management, Strategy, Disaster Recovery, Banking, Budgets, Internal Audit, Portfolio Management, Financial Reporting, Valuation, Due Diligence, Risk Management, IT Strategy, SDLC, Requirements Gathering
Education
Cleveland State University 2009 — 2012
Master of Business Administration (MBA)
Lehigh University 1997 — 2001
BS, Finance
Lehigh University - College of Business and Economics 1997 — 2001
BS, Finance
Rob Stockhausen's Morgan Stanley Experience 1996 - 1999
Job Corporate Partnership Manager at Spurs Sports & Entertainment
Industry Sports
Experience
Spurs Sports & Entertainment August 2012 - Present
Learfield Sports / Clemson Tiger Sports Properties December 2008 - August 2012
Fresno State January 2007 - December 2008
Capitol Broadcasting 2000 - 2006
Morgan Stanley 1996 - 1999
Milwaukee Brewers Baseball Club 1993 - 1993
Skills
Sponsorship Sales, Sports Marketing, Sports Business, Sports Management, Promotions, Corporate Sponsorships, Sponsorship, Sales Management, Advertising, New Business Development, Inventory Management, Advertising Sales, Sports, Event Management, Ticket Sales, Sales, Sponsorship Activation, Marketing
Education
Clemson University - College of Business and Behavioral Science 1990 — 1994
Bachelor of Science (B.S.), Marketing
Marquette University High School
Marquette University High School
Spurs Sports & Entertainment August 2012 - Present
Learfield Sports / Clemson Tiger Sports Properties December 2008 - August 2012
Fresno State January 2007 - December 2008
Capitol Broadcasting 2000 - 2006
Morgan Stanley 1996 - 1999
Milwaukee Brewers Baseball Club 1993 - 1993
Skills
Sponsorship Sales, Sports Marketing, Sports Business, Sports Management, Promotions, Corporate Sponsorships, Sponsorship, Sales Management, Advertising, New Business Development, Inventory Management, Advertising Sales, Sports, Event Management, Ticket Sales, Sales, Sponsorship Activation, Marketing
Education
Clemson University - College of Business and Behavioral Science 1990 — 1994
Bachelor of Science (B.S.), Marketing
Marquette University High School
Marquette University High School
John Yodsnukis's Morgan Stanley Experience 1998 - 2001
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
dbbd.net 2006 - 2008
ImagineDB 2004 - 2008
Morgan Stanley 1998 - 2001
Software AG 1989 - 1997
Amherst Information Systems 1988 - 1989
Unisys 1984 - 1988
DBD Systems 1983 - 1984
Bigelow-Sanford 1979 - 1983
Skills
COBOL, SQL, z/OS, Microsoft SQL Server, Database Design, Databases, VSAM, JCL, CICS, Software, DB2, Data Modeling, ADABAS
Education
University of South Carolina Upstate 1978 — 1981
Computer and Information Sciences
Clemson University 1977 — 1977
Computer Science
Temple University 1975 — 1976
Information Science
dbbd.net 2006 - 2008
ImagineDB 2004 - 2008
Morgan Stanley 1998 - 2001
Software AG 1989 - 1997
Amherst Information Systems 1988 - 1989
Unisys 1984 - 1988
DBD Systems 1983 - 1984
Bigelow-Sanford 1979 - 1983
Skills
COBOL, SQL, z/OS, Microsoft SQL Server, Database Design, Databases, VSAM, JCL, CICS, Software, DB2, Data Modeling, ADABAS
Education
University of South Carolina Upstate 1978 — 1981
Computer and Information Sciences
Clemson University 1977 — 1977
Computer Science
Temple University 1975 — 1976
Information Science
Jeremy Moran's Morgan Stanley Experience Fund AccountantGlobeOp2000 - 2002
Job Senior Fund Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Fund AccountantGlobeOp2000 - 2002
Education
Clarkson University 1995 — 1999
Morgan Stanley Fund AccountantGlobeOp2000 - 2002
Education
Clarkson University 1995 — 1999
Hidayath Aman's Morgan Stanley Experience 2006 - 2007
Job Senior Developer at Campus Management
Industry Computer Software
Experience
Campus Management October 2007 - Present
Morgan Stanley 2006 - 2007
Hirebridge 2004 - 2005
Office Depot 2000 - 2004
NationsRent 1998 - 2000
Elind Computers Pvt Ltd 1997 - 1998
Axon Computers Pvt Ltd 1994 - 1997
Computer Garage 1991 - 1993
Computer Garage 1991 - 1993
Computer Garage 1991 - 1993
Skills
ASP.NET, C#, SQL Server 2000-2008, SharePoint, JavaScript, XML, Powershell, SQL Server, HTML, CSS, .NET, WCF, Web Services, AJAX, Visual Studio, Visual Basic, ASP, SQL, Databases, IIS, Agile, T-SQL, Microsoft SQL Server, Agile Methodologies, jQuery, Software Development, ASP.NET MVC, jQuery UI, Web Applications, Enterprise Architecture, SDLC, UML, TFS, Scrum, SOA, Software Design, Crystal Reports, Entity Framework, Object Oriented Design, Design Patterns, Integration, LINQ, VB.NET, DB2, Database Design, SSIS, SSRS, Requirements Analysis, Software Project..., ADO.NET
Education
Coimbatore Institute of Technology 1987 — 1991
B.E, Computer Science
Govt Boys Higher Secondary School 1981 — 1985
12th, Math, Physics, Chemistry, Biology
Carmel Garden Matriculation School 1977 — 1981
Campus Management October 2007 - Present
Morgan Stanley 2006 - 2007
Hirebridge 2004 - 2005
Office Depot 2000 - 2004
NationsRent 1998 - 2000
Elind Computers Pvt Ltd 1997 - 1998
Axon Computers Pvt Ltd 1994 - 1997
Computer Garage 1991 - 1993
Computer Garage 1991 - 1993
Computer Garage 1991 - 1993
Skills
ASP.NET, C#, SQL Server 2000-2008, SharePoint, JavaScript, XML, Powershell, SQL Server, HTML, CSS, .NET, WCF, Web Services, AJAX, Visual Studio, Visual Basic, ASP, SQL, Databases, IIS, Agile, T-SQL, Microsoft SQL Server, Agile Methodologies, jQuery, Software Development, ASP.NET MVC, jQuery UI, Web Applications, Enterprise Architecture, SDLC, UML, TFS, Scrum, SOA, Software Design, Crystal Reports, Entity Framework, Object Oriented Design, Design Patterns, Integration, LINQ, VB.NET, DB2, Database Design, SSIS, SSRS, Requirements Analysis, Software Project..., ADO.NET
Education
Coimbatore Institute of Technology 1987 — 1991
B.E, Computer Science
Govt Boys Higher Secondary School 1981 — 1985
12th, Math, Physics, Chemistry, Biology
Carmel Garden Matriculation School 1977 — 1981
P.K. Marshall III's Morgan Stanley Experience January 2004 - June 2005
Job Managing Director Investment Services at SWBC
Industry Financial Services
Experience
SWBC February 2015 - Present
Advisors Asset Management, Inc. June 2005 - January 2015
Morgan Stanley January 2004 - June 2005
Skills
Portfolio Optimization, Relative Value, Trading Systems, Trading, Fixed Income, Sales, Investments, Bonds, Structured Finance, Series 7, Series 63, Wealth Management, Asset Management, Finance, Alternative Investments
Education
Colby College 2000 — 2003
Bachelor of Arts (B.A.), Economics
BHS 1996 — 1999
SWBC February 2015 - Present
Advisors Asset Management, Inc. June 2005 - January 2015
Morgan Stanley January 2004 - June 2005
Skills
Portfolio Optimization, Relative Value, Trading Systems, Trading, Fixed Income, Sales, Investments, Bonds, Structured Finance, Series 7, Series 63, Wealth Management, Asset Management, Finance, Alternative Investments
Education
Colby College 2000 — 2003
Bachelor of Arts (B.A.), Economics
BHS 1996 — 1999
Brad Chesney's Morgan Stanley Experience May 2005 - April 2007
Job Student at Cleveland State University
Industry Accounting
Experience
H & R Block December 2004 - April 2009
PC Parts Unlimited 2009 - 2009
Morgan Stanley May 2005 - April 2007
Education
Cleveland State University 2000 — 2008
Biology, Chemistry, Accounting
H & R Block December 2004 - April 2009
PC Parts Unlimited 2009 - 2009
Morgan Stanley May 2005 - April 2007
Education
Cleveland State University 2000 — 2008
Biology, Chemistry, Accounting
Murray Titterington, CIMA, CFP's Morgan Stanley Experience June 2006 - October 2007
Job Investment Advisor
Industry Financial Services
Experience
Financial Engines October 2013 - January 2014
Merrill Lynch September 2010 - October 2012
UBS Wealth Management October 2007 - September 2010
Morgan Stanley June 2006 - October 2007
McDonald Investments December 1997 - March 2006
Skills
Series 7, Asset Allocation, Investment Advisory, Wealth Management, Mutual Funds, Series 63, Alternative Investments, Asset Managment, Investments, Portfolio Management, Investment Strategies, Uniform Combined State..., Investment Management, Retirement Planning, Securities, Certified Financial..., Certified Investment..., Series 66, Series 31
Education
Cleveland State University 1998 — 2001
MBA, Business
Washington and Lee University 1979 — 1984
Bachelor of Arts (BA), Psychology
Financial Engines October 2013 - January 2014
Merrill Lynch September 2010 - October 2012
UBS Wealth Management October 2007 - September 2010
Morgan Stanley June 2006 - October 2007
McDonald Investments December 1997 - March 2006
Skills
Series 7, Asset Allocation, Investment Advisory, Wealth Management, Mutual Funds, Series 63, Alternative Investments, Asset Managment, Investments, Portfolio Management, Investment Strategies, Uniform Combined State..., Investment Management, Retirement Planning, Securities, Certified Financial..., Certified Investment..., Series 66, Series 31
Education
Cleveland State University 1998 — 2001
MBA, Business
Washington and Lee University 1979 — 1984
Bachelor of Arts (BA), Psychology
Christian O'Donnell's Morgan Stanley Experience March 2004 - February 2007
Job President Chestnut Hill Capital LLC
Industry Investment Banking
Experience
Chestnut Hill Capital LLC. October 2009 - Present
LBS Financial Services March 2008 - October 2009
Morgan Stanley March 2004 - February 2007
Education
Clemson University 1991 — 1995
BS, Psychology
Chestnut Hill Capital LLC. October 2009 - Present
LBS Financial Services March 2008 - October 2009
Morgan Stanley March 2004 - February 2007
Education
Clemson University 1991 — 1995
BS, Psychology
Ruth Katz, MBA's Morgan Stanley Experience January 2014 - Present
Job Vice President, Corporate Events at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley January 2012 - January 2014
Morgan Stanley January 2011 - January 2012
Morgan Stanley January 2010 - January 2011
Morgan Stanley May 2007 - January 2010
Morgan Stanley July 2005 - May 2007
Skills
Marketing Strategy, Event Management, Corporate Events, Event Planning, Marketing, Meeting Planning
Education
Clark University 2004 — 2005
MBA, Management
Clark University 2000 — 2004
BA, Communications & Management
Morgan Stanley January 2014 - Present
Morgan Stanley January 2012 - January 2014
Morgan Stanley January 2011 - January 2012
Morgan Stanley January 2010 - January 2011
Morgan Stanley May 2007 - January 2010
Morgan Stanley July 2005 - May 2007
Skills
Marketing Strategy, Event Management, Corporate Events, Event Planning, Marketing, Meeting Planning
Education
Clark University 2004 — 2005
MBA, Management
Clark University 2000 — 2004
BA, Communications & Management
Asherith Even Shulman's Morgan Stanley Experience 2004 - 2007
Job Paraprofessional Advisory at KPMG
Industry Primary/Secondary Education
Experience
KPMG February 2011 - Present
Lehman Brothers February 2008 - October 2008
Morgan Stanley 2004 - 2007
Skills
Strategic Planning, Microsoft Office, Marketing Communications, Financial Analysis
Education
Cleveland Institute of Music 2002 — 2004
Professional Studies, Vocal Performance
The University of Akron 2000 — 2002
Master of Music, Vocal Performance
Ohio University 1993 — 1998
Bachelor's, Music Therapy and Vocal Performance
KPMG February 2011 - Present
Lehman Brothers February 2008 - October 2008
Morgan Stanley 2004 - 2007
Skills
Strategic Planning, Microsoft Office, Marketing Communications, Financial Analysis
Education
Cleveland Institute of Music 2002 — 2004
Professional Studies, Vocal Performance
The University of Akron 2000 — 2002
Master of Music, Vocal Performance
Ohio University 1993 — 1998
Bachelor's, Music Therapy and Vocal Performance
Jason Cranford's Morgan Stanley Experience November 2000 - March 2012
Job Tax Manager at Global Infrastructure Partners
Industry Financial Services
Experience
Global Infrastructure Partners February 2013 - Present
Grove Fund Management, LLC March 2012 - February 2013
Morgan Stanley November 2000 - March 2012
Ernst & Young July 1997 - November 2000
Skills
Alternative Investments
Education
University of South Carolina-Columbia 1996 — 1997
MTAX, Taxation
Clemson University 1991 — 1995
Bachelor of Science (BS), Accounting
Global Infrastructure Partners February 2013 - Present
Grove Fund Management, LLC March 2012 - February 2013
Morgan Stanley November 2000 - March 2012
Ernst & Young July 1997 - November 2000
Skills
Alternative Investments
Education
University of South Carolina-Columbia 1996 — 1997
MTAX, Taxation
Clemson University 1991 — 1995
Bachelor of Science (BS), Accounting
Deborah Scott Cusentino's Morgan Stanley Experience October 1983 - November 2008
Job Office Management
Industry Health, Wellness and Fitness
Experience
Vitas Healthcare June 2010 - January 2015
Dever Elementary School November 2009 - June 2010
Morgan Stanley October 1983 - November 2008
Central Junior High School 1978 - 1983
Skills
Project Management, Training, Organization, Public Speaking, Vendor Management, Business Development, Strategic Planning, Staff Development, Time Management, Management, Negotiation, Human Resources, Strategy, Team Building, Leadership, Nonprofits, Customer Service
Education
Illinois State University 1977 — 1978
MS, Health & Physical Education
Illinois State University 1974 — 1976
BS, Health & Physical Education
Clarke University 1972 — 1974
General
Vitas Healthcare June 2010 - January 2015
Dever Elementary School November 2009 - June 2010
Morgan Stanley October 1983 - November 2008
Central Junior High School 1978 - 1983
Skills
Project Management, Training, Organization, Public Speaking, Vendor Management, Business Development, Strategic Planning, Staff Development, Time Management, Management, Negotiation, Human Resources, Strategy, Team Building, Leadership, Nonprofits, Customer Service
Education
Illinois State University 1977 — 1978
MS, Health & Physical Education
Illinois State University 1974 — 1976
BS, Health & Physical Education
Clarke University 1972 — 1974
General
Peter Kugeler's Morgan Stanley Experience October 2010 - Present
Job VP, Morgan Stanley Private Bank
Industry Banking
Experience
Morgan Stanley October 2010 - Present
Bank of America June 2010 - October 2010
Citizens Bank October 2009 - June 2010
BANK OF AMERICA October 2005 - April 2009
STINKY DOG NO MORE January 1999 - January 2006
Wells Fargo Bank June 2003 - September 2005
Skills
Credit, Banking, Equities, Financial Analysis, Relationship Management, Financial Modeling, Investment Banking, New Business Development, Cash Flow, Finance, Business Development, Valuation, Sales, Management, Financial Statements, Retail, Coaching, Networking, Consulting, Hubs
Education
BOSTON COLLEGE CARROLL GRADUATE SCHOOL OF MANAGEMENT (Dec. 2009) 2007 — 2010
Master, Masters in Business Administration; Finance
Colby College 1995 — 1999
Bachelor of Arts degree, French Studies
Morgan Stanley October 2010 - Present
Bank of America June 2010 - October 2010
Citizens Bank October 2009 - June 2010
BANK OF AMERICA October 2005 - April 2009
STINKY DOG NO MORE January 1999 - January 2006
Wells Fargo Bank June 2003 - September 2005
Skills
Credit, Banking, Equities, Financial Analysis, Relationship Management, Financial Modeling, Investment Banking, New Business Development, Cash Flow, Finance, Business Development, Valuation, Sales, Management, Financial Statements, Retail, Coaching, Networking, Consulting, Hubs
Education
BOSTON COLLEGE CARROLL GRADUATE SCHOOL OF MANAGEMENT (Dec. 2009) 2007 — 2010
Master, Masters in Business Administration; Finance
Colby College 1995 — 1999
Bachelor of Arts degree, French Studies
Krishna Kasiviswanathan's Morgan Stanley Experience September 2010 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
Barclays Capital 2009 - 2010
UBS Investment Bank 2006 - 2008
BlackRock 2003 - 2005
JP Morgan 2001 - 2002
Morgan Stanley 1996 - 2000
COSL 1991 - 1994
Skills
Prime Brokerage, Asset Management, Risk Management, Reference Data, Sybase
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance, Marketing
Coimbatore Institute of Technology 1987 — 1991
BS, Electronics and Communication
Morgan Stanley September 2010 - Present
Barclays Capital 2009 - 2010
UBS Investment Bank 2006 - 2008
BlackRock 2003 - 2005
JP Morgan 2001 - 2002
Morgan Stanley 1996 - 2000
COSL 1991 - 1994
Skills
Prime Brokerage, Asset Management, Risk Management, Reference Data, Sybase
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance, Marketing
Coimbatore Institute of Technology 1987 — 1991
BS, Electronics and Communication
Alexis Greiner's Morgan Stanley Experience 2000 - 2004
Job VP Enterprise Risk Management, Alternative Funds at State Street Bank
Industry Financial Services
Experience
State Street Bank May 2012 - Present
State Street Global Markets 2007 - May 2012
Citigroup 2004 - 2007
Citibank Global Markets Ltd. 2004 - 2007
Morgan Stanley 2000 - 2004
Skills
Alternative Investments, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Securities, Investments, Investment Banking, Investment Management, Private Equity
Education
Colby College 1996 — 2000
BA, Economics
State Street Bank May 2012 - Present
State Street Global Markets 2007 - May 2012
Citigroup 2004 - 2007
Citibank Global Markets Ltd. 2004 - 2007
Morgan Stanley 2000 - 2004
Skills
Alternative Investments, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Securities, Investments, Investment Banking, Investment Management, Private Equity
Education
Colby College 1996 — 2000
BA, Economics
Nancy Joachim's Morgan Stanley Experience January 2015 - Present
Job Vice President AntiCorruption Compliance
Industry Legal Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley 2011 - Present
Goldman Sachs 2010 - 2011
General Electric 2007 - 2010
MetLife 2001 - 2007
Skills
Languages - Fluent in...
Education
Fordham University School of Law 1998 — 2001
J.D., Law
Colby College 1994 — 1998
B.A., French and International Studies
Morgan Stanley January 2015 - Present
Morgan Stanley 2011 - Present
Goldman Sachs 2010 - 2011
General Electric 2007 - 2010
MetLife 2001 - 2007
Skills
Languages - Fluent in...
Education
Fordham University School of Law 1998 — 2001
J.D., Law
Colby College 1994 — 1998
B.A., French and International Studies
John Armstrong's Morgan Stanley Experience July 2006 - July 2008
Job Franchise Specialist
Industry Information Services
Experience
FranNet of New York City July 2008 - Present
Morgan Stanley July 2006 - July 2008
NJTC Venture Fund May 2006 - August 2006
Skills
New Business Development, Sales Presentations, Identifying New..., Entrepreneurship, Family Business, Entrepreneurship..., Career Exploration, Career Services, Job Search, Job Search Strategies, Self Assessment, Behavioral Assessment, Entrepreneur, Independent Thinker, Achievement, Franchising, Franchise Relations, Franchise Consulting, Multi-unit, Public Speaking, Start-ups, Business Planning, Management Consulting, Executive Coaching, Consulting, New Business..., Business Development, Career Counseling, Small Business, Team Building, Coaching, Business Strategy
Education
Colgate University 2002 — 2006
Mathematical Economics, International Economics
Pennington
FranNet of New York City July 2008 - Present
Morgan Stanley July 2006 - July 2008
NJTC Venture Fund May 2006 - August 2006
Skills
New Business Development, Sales Presentations, Identifying New..., Entrepreneurship, Family Business, Entrepreneurship..., Career Exploration, Career Services, Job Search, Job Search Strategies, Self Assessment, Behavioral Assessment, Entrepreneur, Independent Thinker, Achievement, Franchising, Franchise Relations, Franchise Consulting, Multi-unit, Public Speaking, Start-ups, Business Planning, Management Consulting, Executive Coaching, Consulting, New Business..., Business Development, Career Counseling, Small Business, Team Building, Coaching, Business Strategy
Education
Colgate University 2002 — 2006
Mathematical Economics, International Economics
Pennington
Bradley Petersen's Morgan Stanley Experience 2006 - 2008
Job Vice President at Aetos Capital Real Estate, LP
Industry Real Estate
Experience
Aetos Capital Real Estate, LP March 2008 - Present
Morgan Stanley 2006 - 2008
Cravath, Swaine & Moore LLP 2003 - 2006
Skills
Private Equity, Valuation, Equities, Alternative Investments
Education
Colby College 1999 — 2003
Bachelor of Arts (B.A.)
Rye High School
Aetos Capital Real Estate, LP March 2008 - Present
Morgan Stanley 2006 - 2008
Cravath, Swaine & Moore LLP 2003 - 2006
Skills
Private Equity, Valuation, Equities, Alternative Investments
Education
Colby College 1999 — 2003
Bachelor of Arts (B.A.)
Rye High School
Christopher Bart's Morgan Stanley Experience September 1996 - December 2006
Job Managing Director & Principal, Aurum Wealth Management
Industry Financial Services
Experience
Aurum Wealth Management December 2006 - Present
Morgan Stanley September 1996 - December 2006
Education
Cleveland State University
Bachelor of Business Administration (B.B.A.)
Aurum Wealth Management December 2006 - Present
Morgan Stanley September 1996 - December 2006
Education
Cleveland State University
Bachelor of Business Administration (B.B.A.)
Michael Carver's Morgan Stanley Experience June 2009 - April 2012
Job MBA Candidate at University of Chicago Booth School of Business
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
LendStreet Financial April 2012 - June 2015
University of Chicago Booth School of Business March 2013 - 2014
Morgan Stanley June 2009 - April 2012
Morgan Stanley 2006 - 2009
Morgan Stanley 2005 - 2005
Skills
Financial Modeling, Intex, Intex Dealmaker, Intex Desktop, Bloomberg, CapIQ, VBA, Microsoft Excel, Excel, Powerpoint, SQL, Spanish, Portuguese
Education
Colgate University 2003 — 2006
BA, Economics, Math
Northeastern University 2002 — 2003
Engineering
The University of Chicago Booth School of Business
Wells Fargo September 2015 - Present
LendStreet Financial April 2012 - June 2015
University of Chicago Booth School of Business March 2013 - 2014
Morgan Stanley June 2009 - April 2012
Morgan Stanley 2006 - 2009
Morgan Stanley 2005 - 2005
Skills
Financial Modeling, Intex, Intex Dealmaker, Intex Desktop, Bloomberg, CapIQ, VBA, Microsoft Excel, Excel, Powerpoint, SQL, Spanish, Portuguese
Education
Colgate University 2003 — 2006
BA, Economics, Math
Northeastern University 2002 — 2003
Engineering
The University of Chicago Booth School of Business
Nish V (LSS, SSBB, CSPO, CSM)'s Morgan Stanley Experience 2011 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
Standard & Poor's 2010 - 2011
Citi 2009 - 2010
TD Bank 2009 - 2009
Credit Suisse 2008 - 2009
JPMorgan Chase 2005 - 2007
Bunge Global Markets 2004 - 2004
Skills
Business Process..., Lean Transformation, Business Analysis, Investment Banking, Equities, Project Management, Requirements Gathering, Requirements Analysis, Integration, PMO, Vendor Management, Financial Services, Agile Methodologies, Six Sigma, Fixed Income, Scrum, Mergers, Business Requirements, Corporate Finance, SDLC, Gap Analysis
Education
Penn State University
Scrum Alliance
Certified Scrum Product Owner (CSPO)
Coastal Carolina University
Bachelors
Scrum Alliance
Certified ScrumMaster (CSM)
Morgan Stanley 2011 - Present
Standard & Poor's 2010 - 2011
Citi 2009 - 2010
TD Bank 2009 - 2009
Credit Suisse 2008 - 2009
JPMorgan Chase 2005 - 2007
Bunge Global Markets 2004 - 2004
Skills
Business Process..., Lean Transformation, Business Analysis, Investment Banking, Equities, Project Management, Requirements Gathering, Requirements Analysis, Integration, PMO, Vendor Management, Financial Services, Agile Methodologies, Six Sigma, Fixed Income, Scrum, Mergers, Business Requirements, Corporate Finance, SDLC, Gap Analysis
Education
Penn State University
Scrum Alliance
Certified Scrum Product Owner (CSPO)
Coastal Carolina University
Bachelors
Scrum Alliance
Certified ScrumMaster (CSM)
chris whelan's Morgan Stanley Experience December 2005 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2005 - Present
Education
Colby College 1984 — 1988
Bachelor of Arts (B.A.)
Morgan Stanley December 2005 - Present
Education
Colby College 1984 — 1988
Bachelor of Arts (B.A.)
Nandana Dutt's Morgan Stanley Experience February 2007 - December 2008
Job Software Engineer at Google
Industry Computer Software
Experience
Google December 2008 - Present
Morgan Stanley February 2007 - December 2008
Goldman Sachs June 2006 - September 2006
Cordys R&D November 2002 - July 2005
Education
University of Pennsylvania 2005 — 2006
Masters, Computer Information Systems
Cochin University of Science and Technology 1998 — 2002
Bachelors, Computer Science and Engineering
Google December 2008 - Present
Morgan Stanley February 2007 - December 2008
Goldman Sachs June 2006 - September 2006
Cordys R&D November 2002 - July 2005
Education
University of Pennsylvania 2005 — 2006
Masters, Computer Information Systems
Cochin University of Science and Technology 1998 — 2002
Bachelors, Computer Science and Engineering
Dan Forman's Morgan Stanley Experience April 2006 - May 2008
Job Portfolio Manager at Wedbush Securities
Industry Investment Management
Experience
Wedbush Securities July 2012 - Present
SaddlePoint Investment Advisors September 2008 - June 2012
Morgan Stanley April 2006 - May 2008
Morgan Stanley April 2005 - April 2006
Wedbush Morgan Securities March 2000 - March 2005
Skills
Portfolio Management, Investments, Hedge Funds, Alternative Investments, Equities, Equity Research, Technical Analysis, Bloomberg, Financial Modeling, Buy-side, Asset Management, Private Equity, Fixed Income, Capital Markets, Investment Management
Education
Fordham University School of Law 1993 — 1996
JD, Law
Colby College 1986 — 1990
BA, Political Science
The Wheeler School 1986 — 1990
Wedbush Securities July 2012 - Present
SaddlePoint Investment Advisors September 2008 - June 2012
Morgan Stanley April 2006 - May 2008
Morgan Stanley April 2005 - April 2006
Wedbush Morgan Securities March 2000 - March 2005
Skills
Portfolio Management, Investments, Hedge Funds, Alternative Investments, Equities, Equity Research, Technical Analysis, Bloomberg, Financial Modeling, Buy-side, Asset Management, Private Equity, Fixed Income, Capital Markets, Investment Management
Education
Fordham University School of Law 1993 — 1996
JD, Law
Colby College 1986 — 1990
BA, Political Science
The Wheeler School 1986 — 1990
Daniel More's Morgan Stanley Experience November 1993 - March 2014
Job Board Member SJW Corp, Saeta Yield & the NYISO
Industry Investment Banking
Experience
SJW Corp. April 2015 - Present
Saeta Yield, S.A. January 2015 - Present
New York Independent System Operator (NYISO) April 2014 - Present
DBM Capital LLC April 2014 - Present
Morgan Stanley November 1993 - March 2014
Credit Suisse First Boston July 1983 - November 1993
Skills
Private Equity, Strategy, Mergers, Mergers & Acquisitions, Energy, Renewable Energy, Venture Capital, Emerging Markets, Investments, Due Diligence, Corporate Finance, Equities, Trading, Solar Energy, Financial Modeling, Leadership, Valuation, Management, Investment Banking, Capital Markets, Electricity Markets, Corporate Development
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Colby College 1974 — 1978
BA, Economics
SJW Corp. April 2015 - Present
Saeta Yield, S.A. January 2015 - Present
New York Independent System Operator (NYISO) April 2014 - Present
DBM Capital LLC April 2014 - Present
Morgan Stanley November 1993 - March 2014
Credit Suisse First Boston July 1983 - November 1993
Skills
Private Equity, Strategy, Mergers, Mergers & Acquisitions, Energy, Renewable Energy, Venture Capital, Emerging Markets, Investments, Due Diligence, Corporate Finance, Equities, Trading, Solar Energy, Financial Modeling, Leadership, Valuation, Management, Investment Banking, Capital Markets, Electricity Markets, Corporate Development
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Colby College 1974 — 1978
BA, Economics
Babu Kalaiselvan's Morgan Stanley Experience April 2004 - March 2010
Job Vice President Program Test Manager TTS GTS at Citi
Industry Information Technology and Services
Experience
Citi December 2014 - Present
Citi June 2011 - November 2014
Royal Bank of Scotland March 2010 - June 2011
Morgan Stanley April 2004 - March 2010
NCDEX -National Commodity & Derivatives Exchange July 2003 - April 2004
National Stock Exchange of India Limited June 2002 - July 2003
Tata Consultancy Services March 2002 - May 2002
Skills
PMP, Fixed Income, Agile Methodologies, Equities, Java, Derivatives, Requirements Analysis, Sybase, Options, Web Services, Software Quality..., Trading, Commodity, Test Management, Release Management, Software Project..., Testing, SDLC, Business Analysis, Regression Testing
Education
Anna University -College of Engineering ,Guindy (CEG) 2000 — 2002
ME, Computer Science
Coimbatore Institute of Technology
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Citi December 2014 - Present
Citi June 2011 - November 2014
Royal Bank of Scotland March 2010 - June 2011
Morgan Stanley April 2004 - March 2010
NCDEX -National Commodity & Derivatives Exchange July 2003 - April 2004
National Stock Exchange of India Limited June 2002 - July 2003
Tata Consultancy Services March 2002 - May 2002
Skills
PMP, Fixed Income, Agile Methodologies, Equities, Java, Derivatives, Requirements Analysis, Sybase, Options, Web Services, Software Quality..., Trading, Commodity, Test Management, Release Management, Software Project..., Testing, SDLC, Business Analysis, Regression Testing
Education
Anna University -College of Engineering ,Guindy (CEG) 2000 — 2002
ME, Computer Science
Coimbatore Institute of Technology
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Jack Vogelzang's Morgan Stanley Experience April 2014 - March 2015
Job Analyst at BNP Paribas Securities Corp
Industry Financial Services
Experience
BNP Paribas Securities Services March 2015 - Present
Morgan Stanley April 2014 - March 2015
Moody's Investors Service March 2012 - April 2014
Ameriprise Financial Services, Inc. June 2011 - August 2011
Sonoco January 2011 - May 2011
Innovativ Systems Design June 2007 - December 2007
Skills
Financial Analysis, Microsoft Excel, Six Sigma, Sales, Health Insurance, Life Insurance, Credit Analysis, Financial Modeling, SNL, Debt & Equity Financing, Financial Reporting, Private Placements, Strategic Financial..., Leadership
Education
Clemson University 2008 — 2011
Bachelor of Science, Business & Behavior Science; Financial Management, Accounting, Legal Studies, Alumni
Montgomery High School, Skillman, NJ 2003 — 2007
BNP Paribas Securities Services March 2015 - Present
Morgan Stanley April 2014 - March 2015
Moody's Investors Service March 2012 - April 2014
Ameriprise Financial Services, Inc. June 2011 - August 2011
Sonoco January 2011 - May 2011
Innovativ Systems Design June 2007 - December 2007
Skills
Financial Analysis, Microsoft Excel, Six Sigma, Sales, Health Insurance, Life Insurance, Credit Analysis, Financial Modeling, SNL, Debt & Equity Financing, Financial Reporting, Private Placements, Strategic Financial..., Leadership
Education
Clemson University 2008 — 2011
Bachelor of Science, Business & Behavior Science; Financial Management, Accounting, Legal Studies, Alumni
Montgomery High School, Skillman, NJ 2003 — 2007
Ignacio Covarrubias's Morgan Stanley Experience 2010 - 2011
Job Business Operations Manager at GolfTEC
Industry Investment Banking
Experience
GolfTEC 2012 - Present
Brandes International 2012 - 2012
Gartner 2011 - 2011
Morgan Stanley 2010 - 2011
Gorbuilders 2009 - 2010
Merrill Lynch 2006 - 2008
Skills
Economics, Analysis, Banking, Bloomberg, Credit, Change Management, Data Analysis, Competitive Analysis, Investment Strategies, Business Analysis, Financial Reporting, Securities, Negotiation, Accounting, Loans, Credit Analysis, Spanish, Marketing, Access, Management, Options, Finance, Microsoft Excel, Market Research, Portfolio Management, Strategic Planning, Project Management, Customer Service, Leadership
Education
Cleveland State University 2014 — 2016
Master of Business Administration (M.B.A.), Executive MBA
The Ohio State University 1998 — 2003
Economics
The Ohio State University 1998 — 2003
International Studies, International Business and World Economics
The Ohio State University 1998 — 2003
Spanish, Latin American Literature
St. Edward High School 1994 — 1998
College Prep
GolfTEC 2012 - Present
Brandes International 2012 - 2012
Gartner 2011 - 2011
Morgan Stanley 2010 - 2011
Gorbuilders 2009 - 2010
Merrill Lynch 2006 - 2008
Skills
Economics, Analysis, Banking, Bloomberg, Credit, Change Management, Data Analysis, Competitive Analysis, Investment Strategies, Business Analysis, Financial Reporting, Securities, Negotiation, Accounting, Loans, Credit Analysis, Spanish, Marketing, Access, Management, Options, Finance, Microsoft Excel, Market Research, Portfolio Management, Strategic Planning, Project Management, Customer Service, Leadership
Education
Cleveland State University 2014 — 2016
Master of Business Administration (M.B.A.), Executive MBA
The Ohio State University 1998 — 2003
Economics
The Ohio State University 1998 — 2003
International Studies, International Business and World Economics
The Ohio State University 1998 — 2003
Spanish, Latin American Literature
St. Edward High School 1994 — 1998
College Prep
Vincent Vocile's Morgan Stanley Experience October 1999 - January 2008
Job Sr Financial Analyst with AIG
Industry Financial Services
Experience
AIG September 2010 - Present
Con Edison May 2008 - September 2010
Morgan Stanley October 1999 - January 2008
Citi September 1997 - October 1999
Skills
Fixed Income, Derivatives, Valuation, Financial Modeling, Equities, Financial Reporting, Product Control, Operational Risk..., Accounting, Credit Derivatives, Corporate Finance, Financial Risk, SEC filings, Alternative Investments, Risk Management, MBS, Financial Analysis
Education
Clarkson University 1994 — 1995
MBA, Finance
State University of New York College at Oneonta 1990 — 1994
BS in Economics, Economics, Accounting, Finance
AIG September 2010 - Present
Con Edison May 2008 - September 2010
Morgan Stanley October 1999 - January 2008
Citi September 1997 - October 1999
Skills
Fixed Income, Derivatives, Valuation, Financial Modeling, Equities, Financial Reporting, Product Control, Operational Risk..., Accounting, Credit Derivatives, Corporate Finance, Financial Risk, SEC filings, Alternative Investments, Risk Management, MBS, Financial Analysis
Education
Clarkson University 1994 — 1995
MBA, Finance
State University of New York College at Oneonta 1990 — 1994
BS in Economics, Economics, Accounting, Finance
Thomas Gilligan's Morgan Stanley Experience 2003 - 2009
Job Institutional Equity Sales at Cowen and Company
Industry Financial Services
Experience
Cowen and Company 2014 - Present
BB&T Capital Markets 2011 - 2014
Cantor Fitzgerald 2010 - 2011
FMS Bonds, Inc 2009 - 2010
Morgan Stanley 2003 - 2009
Skills
Fixed Income, Institutional Sales, Building Relationships, Client Service Oriented, Client Development, Group Dynamics
Education
Colgate University 1994 — 1998
Bachelor of Arts (B.A.), History
Horace Greeley High School 1990 — 1994
Cowen and Company 2014 - Present
BB&T Capital Markets 2011 - 2014
Cantor Fitzgerald 2010 - 2011
FMS Bonds, Inc 2009 - 2010
Morgan Stanley 2003 - 2009
Skills
Fixed Income, Institutional Sales, Building Relationships, Client Service Oriented, Client Development, Group Dynamics
Education
Colgate University 1994 — 1998
Bachelor of Arts (B.A.), History
Horace Greeley High School 1990 — 1994
Brian Traub's Morgan Stanley Experience 1996 - 2000
Job Senior Vice President
Industry Food & Beverages
Experience
Black Tie Services LLP February 2002 - Present
Wachovia Secutities 2000 - 2002
Morgan Stanley 1996 - 2000
Baltimore Orthotics 1993 - 1996
Kraft Food 1990 - 1991
Skills
Income Statement, Sales Management, Cold Calling, Sales, Key Account Development, Team Building, Business Development, Food Service, Strategy, Key Account Management, Account Management, National Accounts, Marketing, New Business Development, Executive Management, Customer Service, Cloud Computing, Strategic Planning, Management, Selling, Sales Process, Negotiation, Marketing Strategy, Forecasting, Cross-functional Team..., Leadership, Food, Consumer Products, Lead Generation, Contract Negotiation, Budgets, Sales Operations, Start-ups, Small Business, Business Planning, Business Strategy, P, Catering
Education
University of Maryland College Park 1989 — 1992
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services, 3.5/4.0
Clemson University 1988 — 1989
Textiles and Industry
Black Tie Services LLP February 2002 - Present
Wachovia Secutities 2000 - 2002
Morgan Stanley 1996 - 2000
Baltimore Orthotics 1993 - 1996
Kraft Food 1990 - 1991
Skills
Income Statement, Sales Management, Cold Calling, Sales, Key Account Development, Team Building, Business Development, Food Service, Strategy, Key Account Management, Account Management, National Accounts, Marketing, New Business Development, Executive Management, Customer Service, Cloud Computing, Strategic Planning, Management, Selling, Sales Process, Negotiation, Marketing Strategy, Forecasting, Cross-functional Team..., Leadership, Food, Consumer Products, Lead Generation, Contract Negotiation, Budgets, Sales Operations, Start-ups, Small Business, Business Planning, Business Strategy, P, Catering
Education
University of Maryland College Park 1989 — 1992
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services, 3.5/4.0
Clemson University 1988 — 1989
Textiles and Industry
Vijay Jayant's Morgan Stanley Experience June 2000 - April 2003
Job Senior Managing Director at ISI Group
Industry Financial Services
Experience
ISI Group September 2011 - Present
Citadel Securities June 2010 - August 2011
Barclays Capital/Lehman Brothers May 2003 - June 2010
Morgan Stanley June 2000 - April 2003
Education
Clark University 1988 — 1992
BS, Economics
ISI Group September 2011 - Present
Citadel Securities June 2010 - August 2011
Barclays Capital/Lehman Brothers May 2003 - June 2010
Morgan Stanley June 2000 - April 2003
Education
Clark University 1988 — 1992
BS, Economics
shaje shujauddin's Morgan Stanley Experience January 2015 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Skills
Software Project..., SDLC, Equities, Investment Banking, Capital Markets, Fixed Income, Trading Systems, Derivatives, Financial Modeling
Education
Clemson University 1991 — 1994
MS, ECE
Morgan Stanley January 2015 - Present
Skills
Software Project..., SDLC, Equities, Investment Banking, Capital Markets, Fixed Income, Trading Systems, Derivatives, Financial Modeling
Education
Clemson University 1991 — 1994
MS, ECE
Edward Viglietta's Morgan Stanley Experience August 2015 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Gartner Invest 2013 - 2015
William Blair and Company 2007 - 2012
Cowen and Company April 2000 - December 2006
First Union Securities 1999 - 2000
Josephthal & Co., 1996 - 1999
Skills
Equity Research, Series 7, Equities, Sell Side, Series 63, Bloomberg, Financial Modeling, Investment Banking, Hedge Funds, Capital Markets, Valuation, Alternative Investments, Equity Sales, Securities
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1995
MBA, Finance / Marketing
Georgia State University - J. Mack Robinson College of Business 2012 — 2013
Master's degree, Real Estate / Finance
Clarkson University 1985 — 1989
B.S., Finance / Economics
bay shore high school
Morgan Stanley August 2015 - Present
Gartner Invest 2013 - 2015
William Blair and Company 2007 - 2012
Cowen and Company April 2000 - December 2006
First Union Securities 1999 - 2000
Josephthal & Co., 1996 - 1999
Skills
Equity Research, Series 7, Equities, Sell Side, Series 63, Bloomberg, Financial Modeling, Investment Banking, Hedge Funds, Capital Markets, Valuation, Alternative Investments, Equity Sales, Securities
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1995
MBA, Finance / Marketing
Georgia State University - J. Mack Robinson College of Business 2012 — 2013
Master's degree, Real Estate / Finance
Clarkson University 1985 — 1989
B.S., Finance / Economics
bay shore high school
Billy Izykowski's Morgan Stanley Experience January 2010 - January 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Bank of America January 2011 - March 2014
Morgan Stanley January 2010 - January 2011
GMAC Bank February 2009 - December 2010
Education
Clemson University
Bachelor of Science (BS), Finance and Financial Management Services
Clemson University
Bachelor's degree, Finance and Financial Management Services
Merrill Lynch March 2014 - Present
Bank of America January 2011 - March 2014
Morgan Stanley January 2010 - January 2011
GMAC Bank February 2009 - December 2010
Education
Clemson University
Bachelor of Science (BS), Finance and Financial Management Services
Clemson University
Bachelor's degree, Finance and Financial Management Services
Eric Vander Mel's Morgan Stanley Experience 2004 - 2009
Job Senior Analyst at FOC Partners (formerly known as Feingold O'Keeffe Capital)
Industry Financial Services
Experience
FOC Partners (formerly Feingold O'Keeffe Capital) 2013 - Present
Knight Capital Group 2010 - 2012
Morgan Stanley 2004 - 2009
Fleet Bank 1988 - 2004
Skills
Capital Markets, Fixed Income, Hedge Funds, Portfolio Management, Investment Banking, Equities, Valuation, Financial Modeling, Alternative Investments, Private Equity, Investments, Asset Management
Education
Colby College 1984 — 1988
Bachelor of Science (BS), Economics
FOC Partners (formerly Feingold O'Keeffe Capital) 2013 - Present
Knight Capital Group 2010 - 2012
Morgan Stanley 2004 - 2009
Fleet Bank 1988 - 2004
Skills
Capital Markets, Fixed Income, Hedge Funds, Portfolio Management, Investment Banking, Equities, Valuation, Financial Modeling, Alternative Investments, Private Equity, Investments, Asset Management
Education
Colby College 1984 — 1988
Bachelor of Science (BS), Economics
John Morgan Whitacre's Morgan Stanley Experience September 2007 - May 2012
Job Principal at American Mortgage Strategies
Industry Financial Services
Experience
American Mortgage Strategies August 2014 - Present
PHH Mortgage May 2012 - August 2014
Morgan Stanley September 2007 - May 2012
Fannie Mae August 1997 - September 2007
USEC Inc. February 1992 - August 1997
Skills
Risk Management, Fixed Income, Financial Analysis, Derivatives, Capital Markets, Mortgage Lending, Financial Modeling, Banking, Financial Services, Corporate Finance, Securities, Portfolio Management
Education
The Johns Hopkins University 1992 — 1997
Masters of Science, Finance
Colby College 1984 — 1988
Bachelor of Arts, Government
American Mortgage Strategies August 2014 - Present
PHH Mortgage May 2012 - August 2014
Morgan Stanley September 2007 - May 2012
Fannie Mae August 1997 - September 2007
USEC Inc. February 1992 - August 1997
Skills
Risk Management, Fixed Income, Financial Analysis, Derivatives, Capital Markets, Mortgage Lending, Financial Modeling, Banking, Financial Services, Corporate Finance, Securities, Portfolio Management
Education
The Johns Hopkins University 1992 — 1997
Masters of Science, Finance
Colby College 1984 — 1988
Bachelor of Arts, Government
Schuyler Weiss's Morgan Stanley Experience January 2015 - Present
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley January 2013 - December 2014
International Business Machines July 2010 - December 2012
Education
Colby College
Morgan Stanley January 2015 - Present
Morgan Stanley January 2013 - December 2014
International Business Machines July 2010 - December 2012
Education
Colby College
Dhivya Sanjay's Morgan Stanley Experience June 2013 - Present
Job Associate at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley April 2011 - March 2013
UBS Wealth Management August 2010 - March 2011
NJM Insurance Group March 2009 - July 2010
UBS Wealth Management January 2007 - October 2008
UST Global 2003 - 2005
Skills
SDLC, Requirements Analysis, Unix, Web Services, XML, Java Enterprise Edition, Software Project..., SQL, Agile Methodologies, Enterprise Architecture, Java, JavaScript
Education
Cochin University of Science and Technology 1999 — 2003
Bachelors, Engineering
Morgan Stanley June 2013 - Present
Morgan Stanley April 2011 - March 2013
UBS Wealth Management August 2010 - March 2011
NJM Insurance Group March 2009 - July 2010
UBS Wealth Management January 2007 - October 2008
UST Global 2003 - 2005
Skills
SDLC, Requirements Analysis, Unix, Web Services, XML, Java Enterprise Edition, Software Project..., SQL, Agile Methodologies, Enterprise Architecture, Java, JavaScript
Education
Cochin University of Science and Technology 1999 — 2003
Bachelors, Engineering
Steven Strasser's Morgan Stanley Experience December 2009 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2009 - Present
Office of the Comptroller of the Currency September 2004 - November 2009
Office of the Comptroller of the Currency September 2001 - September 2004
KeyBank 1985 - 1990
Skills
Derivatives, Capital Markets, Fixed Income, Equities, Securities, Prime Brokerage, Operational Risk, Equity Derivatives, Risk Management, Asset Managment
Education
Rochester Institute of Technology 1983 — 1986
Bachelor of Science (B.S.), Small Business Administration/Management
Clarkson University
Masters of Science, Management Systems
Morgan Stanley December 2009 - Present
Office of the Comptroller of the Currency September 2004 - November 2009
Office of the Comptroller of the Currency September 2001 - September 2004
KeyBank 1985 - 1990
Skills
Derivatives, Capital Markets, Fixed Income, Equities, Securities, Prime Brokerage, Operational Risk, Equity Derivatives, Risk Management, Asset Managment
Education
Rochester Institute of Technology 1983 — 1986
Bachelor of Science (B.S.), Small Business Administration/Management
Clarkson University
Masters of Science, Management Systems
John Balascio's Morgan Stanley Experience April 2007 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2007 - Present
Skills
Fixed Income, Capital Markets, Series 7
Education
Clarkson University
Bachelor of Science (BS), Finance
Morgan Stanley April 2007 - Present
Skills
Fixed Income, Capital Markets, Series 7
Education
Clarkson University
Bachelor of Science (BS), Finance
Jennifer Reilly's Morgan Stanley Experience June 2010 - September 2012
Job AVP at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2014 - Present
Wells Fargo September 2014 - Present
Millennium Partners September 2012 - August 2014
Morgan Stanley June 2010 - September 2012
JP May 2005 - June 2010
Goldman Sachs September 1996 - June 2002
Skills
Equities, Asset Management, Portfolio Management, Alternative Investments, Trading, Investments, Capital Markets, Trading Systems
Education
Clemson University
Wells Fargo September 2014 - Present
Wells Fargo September 2014 - Present
Millennium Partners September 2012 - August 2014
Morgan Stanley June 2010 - September 2012
JP May 2005 - June 2010
Goldman Sachs September 1996 - June 2002
Skills
Equities, Asset Management, Portfolio Management, Alternative Investments, Trading, Investments, Capital Markets, Trading Systems
Education
Clemson University
Brian T. Carley's Morgan Stanley Experience 2006 - 2014
Job Vice President at Enclave Partners
Industry Investment Management
Experience
Enclave Partners February 2014 - Present
Morgan Stanley 2006 - 2014
Bank of America 2003 - 2006
UBS 2001 - 2003
Skills
Wealth Management, Alternative Investments, Financial Services, Investment Management, Investment Advisory, Series 63, Financial Analysis, Portfolio Management, Asset Allocation, Series 7, Management, Investment Strategies, Pre-IPO, Asset Management, Trading, Financial Advisory, IPO, Emerging Markets, Due Diligence, Mergers & Acquisitions, Private Placements, Strategic Partnerships, Securities Offerings, Equities, Risk Management
Education
Clemson University - College of Business and Behavioral Science 1993 — 1997
Bachelor's Degree
Enclave Partners February 2014 - Present
Morgan Stanley 2006 - 2014
Bank of America 2003 - 2006
UBS 2001 - 2003
Skills
Wealth Management, Alternative Investments, Financial Services, Investment Management, Investment Advisory, Series 63, Financial Analysis, Portfolio Management, Asset Allocation, Series 7, Management, Investment Strategies, Pre-IPO, Asset Management, Trading, Financial Advisory, IPO, Emerging Markets, Due Diligence, Mergers & Acquisitions, Private Placements, Strategic Partnerships, Securities Offerings, Equities, Risk Management
Education
Clemson University - College of Business and Behavioral Science 1993 — 1997
Bachelor's Degree
Rutvij Ashokkumar Shah's Morgan Stanley Experience July 2015 - Present
Job UI Developer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2015 - Present
AT&T March 2014 - June 2015
Cleveland State University November 2012 - January 2014
Freelance Work Experience September 2013 - October 2013
Freelance Work Experience October 2012 - November 2012
Sai Management January 2009 - August 2010
Skills
HTML, HTML5, CSS, CSS Sprites, JavaScript, jQuery, AngularJS, Bootstrap, LESS, Dreamweaver, Adobe CQ5, Joomla, WordPress, AJAX
Education
Cleveland State University 2011 — 2013
Master’s Degree, Computer Science
Bahubali College of Engineering 2005 — 2009
Bachelor’s Degree, Comptuer Science
Morgan Stanley July 2015 - Present
AT&T March 2014 - June 2015
Cleveland State University November 2012 - January 2014
Freelance Work Experience September 2013 - October 2013
Freelance Work Experience October 2012 - November 2012
Sai Management January 2009 - August 2010
Skills
HTML, HTML5, CSS, CSS Sprites, JavaScript, jQuery, AngularJS, Bootstrap, LESS, Dreamweaver, Adobe CQ5, Joomla, WordPress, AJAX
Education
Cleveland State University 2011 — 2013
Master’s Degree, Computer Science
Bahubali College of Engineering 2005 — 2009
Bachelor’s Degree, Comptuer Science
Laura Higginson's Morgan Stanley Experience December 2004 - March 2006
Job Director at Citadel LLC
Industry Financial Services
Experience
Citadel LLC April 2006 - September 2015
Morgan Stanley December 2004 - March 2006
Morgan Stanley July 2000 - November 2004
Morgan Stanley July 1998 - June 2000
Education
Colby College 1994 — 1998
Citadel LLC April 2006 - September 2015
Morgan Stanley December 2004 - March 2006
Morgan Stanley July 2000 - November 2004
Morgan Stanley July 1998 - June 2000
Education
Colby College 1994 — 1998
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS