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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Morgan Stanley Employees
Employee
Years
Job
Industry
Sunil Koshie Sunil Koshie's Morgan Stanley Experience April 2010 - March 2012
Job Vice President at Evercore
Industry Investment Banking
Experience
Evercore May 2014 - Present
SAP March 2012 - May 2014
Morgan Stanley April 2010 - March 2012
Merrill Lynch July 2007 - June 2009
Cisco Systems July 2001 - July 2005
Skills
Investment Banking, Corporate Finance, Financial Analysis, SaaS, Business Strategy, Mergers & Acquisitions, Leadership, Integration, Strategy, Strategic Planning, Venture Capital, Start-ups, Corporate Development, Financial Modeling, Analytics, Valuation, Strategic Partnerships, Competitive Analysis, Due Diligence, Private Equity, M&A experience, Executive Management, Acquisition Integration, Management Consulting, Emerging Markets, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA, Finance and Strategy
College of Engineering, Trivandrum 1997 — 2001
B.Tech, Computer Science and Engineering
Evercore May 2014 - Present
SAP March 2012 - May 2014
Morgan Stanley April 2010 - March 2012
Merrill Lynch July 2007 - June 2009
Cisco Systems July 2001 - July 2005
Skills
Investment Banking, Corporate Finance, Financial Analysis, SaaS, Business Strategy, Mergers & Acquisitions, Leadership, Integration, Strategy, Strategic Planning, Venture Capital, Start-ups, Corporate Development, Financial Modeling, Analytics, Valuation, Strategic Partnerships, Competitive Analysis, Due Diligence, Private Equity, M&A experience, Executive Management, Acquisition Integration, Management Consulting, Emerging Markets, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA, Finance and Strategy
College of Engineering, Trivandrum 1997 — 2001
B.Tech, Computer Science and Engineering
Sheane Martin Sheane Martin's Morgan Stanley Experience June 2000 - July 2003
Job Accounts Recievable Coordinator at Eastek International Corp
Industry International Trade and Development
Experience
Eastek International Corp July 2003 - Present
Morgan Stanley June 2000 - July 2003
Skills
Accounting, Microsoft Excel, Financial Reporting, Financial Analysis, Process Improvement, Inventory Management, Analysis, Teamwork, Time Management, Team Building, Sales, Leadership, Program Management, Operations Management, Budgets, Six Sigma, Product Development, Cross-functional Team...
Education
College of Lake County 1999 — 2002
Associate of Science (A.S.), Accounting and Finance
Eastek International Corp July 2003 - Present
Morgan Stanley June 2000 - July 2003
Skills
Accounting, Microsoft Excel, Financial Reporting, Financial Analysis, Process Improvement, Inventory Management, Analysis, Teamwork, Time Management, Team Building, Sales, Leadership, Program Management, Operations Management, Budgets, Six Sigma, Product Development, Cross-functional Team...
Education
College of Lake County 1999 — 2002
Associate of Science (A.S.), Accounting and Finance
Kelly Musa Kelly Musa's Morgan Stanley Experience January 2011 - January 2012
Job Staff Accountant at Burton Partners LLC
Industry Financial Services
Experience
Burton Partners LLC September 2013 - Present
CliftonLarsonAllen February 2013 - March 2013
Morgan Stanley January 2011 - January 2012
Morgan Stanley June 2008 - January 2011
Skills
Tax Returns, IRS, Auditing, Tax Research, Tax, GAAP, SEC filings, Journal Entries, Financial Statements, QuickBooks, Payroll
Education
College of DuPage 2012 — 2012
Real Estate, 4.0/4.0
Northern Illinois University - College of Business 2004 — 2008
Bachelor's degree, Accounting
Northern Illinois University
Bachelor of Science, Accountancy; Accountancy
Burton Partners LLC September 2013 - Present
CliftonLarsonAllen February 2013 - March 2013
Morgan Stanley January 2011 - January 2012
Morgan Stanley June 2008 - January 2011
Skills
Tax Returns, IRS, Auditing, Tax Research, Tax, GAAP, SEC filings, Journal Entries, Financial Statements, QuickBooks, Payroll
Education
College of DuPage 2012 — 2012
Real Estate, 4.0/4.0
Northern Illinois University - College of Business 2004 — 2008
Bachelor's degree, Accounting
Northern Illinois University
Bachelor of Science, Accountancy; Accountancy
Lisa Adamson's Morgan Stanley Experience September 2002 - January 2012
Job Senior Registered Client Associate, The Cottonwood Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
UBS Wealth Management January 2012 - May 2014
Morgan Stanley September 2002 - January 2012
Skills
Investments, Financial Services, Mutual Funds, Retirement Planning, Asset Allocation, Customer Experience, Client Services, Marketing Communications, Administrative..., Events Coordination, Customer Service, IRAs, Roth IRA, Financial Analysis, Marketing, Business Development, Financial Reporting, Investment Banking, Cash Flow, Document Management, Due Diligence, Organizational..., Planned Giving, Investors, Portfolio Management
Education
College of Marin 1986 — 1988
General Eduation, General Studies
Woods Cross High School 1984 — 1986
Wells Fargo Advisors May 2014 - Present
UBS Wealth Management January 2012 - May 2014
Morgan Stanley September 2002 - January 2012
Skills
Investments, Financial Services, Mutual Funds, Retirement Planning, Asset Allocation, Customer Experience, Client Services, Marketing Communications, Administrative..., Events Coordination, Customer Service, IRAs, Roth IRA, Financial Analysis, Marketing, Business Development, Financial Reporting, Investment Banking, Cash Flow, Document Management, Due Diligence, Organizational..., Planned Giving, Investors, Portfolio Management
Education
College of Marin 1986 — 1988
General Eduation, General Studies
Woods Cross High School 1984 — 1986
Sonali Rahagude Sonali Rahagude's Morgan Stanley Experience February 2013 - August 2013
Job SDE at Amazon
Industry Computer Software
Experience
Amazon August 2015 - Present
Amazon June 2014 - September 2014
Morgan Stanley February 2013 - August 2013
Morgan Stanley January 2012 - January 2013
Morgan Stanley August 2011 - December 2011
Skills
Unix, Java, Sybase, SQL, Unix Shell Scripting, XML, Shell Scripting, C++, Linux, Core Java, Spring, Eclipse, Java Enterprise Edition, JavaScript, Perl, Servlets, Oracle, JSP
Education
University of California, San Diego 2013 — 2015
Master of Science (MS), Computer Science
College of Engineering Pune 2007 — 2011
Bachelor of Technology (BTech), Computer Science, 9.31/10
Amazon August 2015 - Present
Amazon June 2014 - September 2014
Morgan Stanley February 2013 - August 2013
Morgan Stanley January 2012 - January 2013
Morgan Stanley August 2011 - December 2011
Skills
Unix, Java, Sybase, SQL, Unix Shell Scripting, XML, Shell Scripting, C++, Linux, Core Java, Spring, Eclipse, Java Enterprise Edition, JavaScript, Perl, Servlets, Oracle, JSP
Education
University of California, San Diego 2013 — 2015
Master of Science (MS), Computer Science
College of Engineering Pune 2007 — 2011
Bachelor of Technology (BTech), Computer Science, 9.31/10
Brian Conatser's Morgan Stanley Experience July 2015 - Present
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
US Navy September 2013 - June 2015
United States Navy March 2012 - August 2013
USS LABOON (DDG 58) June 2009 - January 2012
Irwin Union Bank May 2007 - September 2007
Skills
Navy, Military Experience, Military Operations, Security Clearance, Operational Planning, Program Management, Command, Logistics, Long Range Planning, Military, Intelligence, Personnel Management, Risk Management, Leadership, Series 7
Education
Fordham Gabelli School of Business 2013 — 2015
Master of Business Administration (MBA), International Management
College of the Holy Cross 2005 — 2009
Bachelor of Arts (B.A.), Economics
Morgan Stanley July 2015 - Present
US Navy September 2013 - June 2015
United States Navy March 2012 - August 2013
USS LABOON (DDG 58) June 2009 - January 2012
Irwin Union Bank May 2007 - September 2007
Skills
Navy, Military Experience, Military Operations, Security Clearance, Operational Planning, Program Management, Command, Logistics, Long Range Planning, Military, Intelligence, Personnel Management, Risk Management, Leadership, Series 7
Education
Fordham Gabelli School of Business 2013 — 2015
Master of Business Administration (MBA), International Management
College of the Holy Cross 2005 — 2009
Bachelor of Arts (B.A.), Economics
Sean E. Houston, CIMA® Sean E. Houston, CIMA®'s Morgan Stanley Experience April 2014 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
UBS Financial Services Inc. February 2011 - March 2014
UBS Financial Services, Inc. January 2010 - February 2011
UBS Financial Services, Inc. January 2009 - December 2009
UBS Financial Services, Inc. June 2006 - December 2008
The Ocean Course- Kiawah Island Golf Resort February 2004 - June 2008
UBS Financial Services Inc. January 2006 - June 2006
Skills
Financial Services, Wealth Management, Investments, Portfolio Management, Asset Allocation, Strategic Financial...
Education
College of Charleston 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
The John Carroll School 1998 — 2002
Morgan Stanley April 2014 - Present
UBS Financial Services Inc. February 2011 - March 2014
UBS Financial Services, Inc. January 2010 - February 2011
UBS Financial Services, Inc. January 2009 - December 2009
UBS Financial Services, Inc. June 2006 - December 2008
The Ocean Course- Kiawah Island Golf Resort February 2004 - June 2008
UBS Financial Services Inc. January 2006 - June 2006
Skills
Financial Services, Wealth Management, Investments, Portfolio Management, Asset Allocation, Strategic Financial...
Education
College of Charleston 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
The John Carroll School 1998 — 2002
Elizabeth Gifford's Morgan Stanley Experience July 1999 - April 2002
Job Account Manager at Paradise Advertising, Digital & Entertainment
Industry Marketing and Advertising
Experience
Paradise Advertising, Digital & Entertainment January 2015 - Present
Southeast Volusia Advertising Authority/ New Smyrna Beach Area Visitor Bureau October 2011 - January 2015
Southeast Volusia Advertising Authority 2011 - May 2013
Raymond James Financial Inc. October 2005 - November 2008
Deltacom April 2002 - January 2005
Morgan Stanley July 1999 - April 2002
Skills
Email Marketing, Marketing, Advertising, Social Media Marketing, Marketing Strategy, Digital Marketing, Online Marketing, Digital Strategy, Direct Marketing, Integrated Marketing, Social Media, Brand Development, Public Relations, Strategic Partnerships, Mobile Marketing, Lead Generation, Product Marketing, Strategy, CRM, Business Development, Online Advertising, Contract Negotiation, Sales, Digital Media, Competitive Analysis, Salesforce.com, B2B, Media Buying, Trade Shows, SEM, Event Management, Strategic Planning, Tourism, New Business Development, Account Management, Market Planning, E-commerce, Copywriting, SEO, Entrepreneurship, Website Development, Creative Strategy, Event Planning, Hospitality, Economics, Analytics, Social Networking, Marketing Communications, Creative Direction
Education
Hollins University 1995 — 1999
BA, Economics with Business Concentration
College of Charleston 1998 — 1998
Summer Program, Advertising
The Baylor School 1992 — 1995
High School
Paradise Advertising, Digital & Entertainment January 2015 - Present
Southeast Volusia Advertising Authority/ New Smyrna Beach Area Visitor Bureau October 2011 - January 2015
Southeast Volusia Advertising Authority 2011 - May 2013
Raymond James Financial Inc. October 2005 - November 2008
Deltacom April 2002 - January 2005
Morgan Stanley July 1999 - April 2002
Skills
Email Marketing, Marketing, Advertising, Social Media Marketing, Marketing Strategy, Digital Marketing, Online Marketing, Digital Strategy, Direct Marketing, Integrated Marketing, Social Media, Brand Development, Public Relations, Strategic Partnerships, Mobile Marketing, Lead Generation, Product Marketing, Strategy, CRM, Business Development, Online Advertising, Contract Negotiation, Sales, Digital Media, Competitive Analysis, Salesforce.com, B2B, Media Buying, Trade Shows, SEM, Event Management, Strategic Planning, Tourism, New Business Development, Account Management, Market Planning, E-commerce, Copywriting, SEO, Entrepreneurship, Website Development, Creative Strategy, Event Planning, Hospitality, Economics, Analytics, Social Networking, Marketing Communications, Creative Direction
Education
Hollins University 1995 — 1999
BA, Economics with Business Concentration
College of Charleston 1998 — 1998
Summer Program, Advertising
The Baylor School 1992 — 1995
High School
Chelsea Andrews Chelsea Andrews's Morgan Stanley Experience June 2008 - August 2008
Job Senior Manager, Underwriting Compliance
Industry Insurance
Experience
GEICO July 2014 - Present
GEICO August 2013 - July 2014
GEICO February 2012 - August 2013
GEICO June 2009 - February 2012
Daimler Vans Manufacturing, LLC September 2008 - December 2008
Morgan Stanley June 2008 - August 2008
Starbucks July 2004 - August 2008
Skills
Product Management, Microsoft Office, Microsoft Excel, SAS, Microsoft SQL Server, Microsoft Word, Recruiting, Supervisory Experience, Employee Training, Statistical Data..., Economics, Project Planning, Communication Skills, Finance, Data Analysis, Analysis, Management, Business Analysis, Social Media, Customer Service, Marketing, Insurance, Public Speaking, PowerPoint, Communication
Education
College of Charleston 2005 — 2009
Bachelor of Science (BS), Economics, 3.54
GEICO July 2014 - Present
GEICO August 2013 - July 2014
GEICO February 2012 - August 2013
GEICO June 2009 - February 2012
Daimler Vans Manufacturing, LLC September 2008 - December 2008
Morgan Stanley June 2008 - August 2008
Starbucks July 2004 - August 2008
Skills
Product Management, Microsoft Office, Microsoft Excel, SAS, Microsoft SQL Server, Microsoft Word, Recruiting, Supervisory Experience, Employee Training, Statistical Data..., Economics, Project Planning, Communication Skills, Finance, Data Analysis, Analysis, Management, Business Analysis, Social Media, Customer Service, Marketing, Insurance, Public Speaking, PowerPoint, Communication
Education
College of Charleston 2005 — 2009
Bachelor of Science (BS), Economics, 3.54
Mona Sethi's Morgan Stanley Experience May 2006 - October 2006
Job Risk Manager at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman January 2015 - Present
EY December 2013 - January 2015
Ernst & Young November 2010 - December 2013
Ernst & Young October 2009 - November 2010
Ernst & Young October 2006 - October 2009
ERNST & YOUNG, LLP October 2006 - October 2009
Morgan Stanley May 2006 - October 2006
ERNST & YOUNG, LLP May 2003 - May 2006
Morgan Stanley 2006 - 2006
ERNST & YOUNG, LLP October 2002 - May 2003
Skills
IT Strategy, Information Security, IT Audit, Process Improvement, IT Management, Risk Management, Integration, Security, ITIL, IT Service Management, Business Analysis, CRM, Enterprise Software, Project Management, Change Management, Sarbanes-Oxley Act, Enterprise Architecture, PMO, Management, Program Management, Vendor Management, Leadership, Active Directory, Information Security..., Troubleshooting, Information Technology, Analysis, Governance
Education
College of Saint Elizabeth
College of St. Elizabeth
Business Administration; Marketing
Rutgers University
Communications
The Chubb Institute
Diploma, Computer Technical Support
Brown Brothers Harriman January 2015 - Present
EY December 2013 - January 2015
Ernst & Young November 2010 - December 2013
Ernst & Young October 2009 - November 2010
Ernst & Young October 2006 - October 2009
ERNST & YOUNG, LLP October 2006 - October 2009
Morgan Stanley May 2006 - October 2006
ERNST & YOUNG, LLP May 2003 - May 2006
Morgan Stanley 2006 - 2006
ERNST & YOUNG, LLP October 2002 - May 2003
Skills
IT Strategy, Information Security, IT Audit, Process Improvement, IT Management, Risk Management, Integration, Security, ITIL, IT Service Management, Business Analysis, CRM, Enterprise Software, Project Management, Change Management, Sarbanes-Oxley Act, Enterprise Architecture, PMO, Management, Program Management, Vendor Management, Leadership, Active Directory, Information Security..., Troubleshooting, Information Technology, Analysis, Governance
Education
College of Saint Elizabeth
College of St. Elizabeth
Business Administration; Marketing
Rutgers University
Communications
The Chubb Institute
Diploma, Computer Technical Support
John McGeehan John McGeehan's Morgan Stanley Experience 2005 - 2006
Job I help high potential nonprofits achieve greater social impact by better balancing doing well with doing good.
Industry Executive Office
Experience
HSG llp 2014 - 2014
Plan International USA 2010 - 2013
Common Impact 2009 - 2011
Social Entrepreneur 2008 - 2008
Morgan Stanley 2005 - 2006
Morgan Stanley, New York, NY 2004 - 2005
Morgan Stanley Japan 1994 - 2004
Morgan Stanley 1988 - 1993
Skills
Leadership, Strategy, Organizational..., Systems Implementation, Budgeting & Planning, Financial Management &..., Risk Management, Talent Management, Alternative Workplace..., Full Cycle Project and..., Performance Measurement, Occupancy Planning, Cost Reduction..., M&A and Strategic..., Client Relationship..., Board Effectiveness, Cross Functional Team...
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA
College of the Holy Cross 1976 — 1979
Bachelor of Arts (B.A.)
Chatham High School
HSG llp 2014 - 2014
Plan International USA 2010 - 2013
Common Impact 2009 - 2011
Social Entrepreneur 2008 - 2008
Morgan Stanley 2005 - 2006
Morgan Stanley, New York, NY 2004 - 2005
Morgan Stanley Japan 1994 - 2004
Morgan Stanley 1988 - 1993
Skills
Leadership, Strategy, Organizational..., Systems Implementation, Budgeting & Planning, Financial Management &..., Risk Management, Talent Management, Alternative Workplace..., Full Cycle Project and..., Performance Measurement, Occupancy Planning, Cost Reduction..., M&A and Strategic..., Client Relationship..., Board Effectiveness, Cross Functional Team...
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA
College of the Holy Cross 1976 — 1979
Bachelor of Arts (B.A.)
Chatham High School
Andrew Gibson Miller Andrew Gibson Miller's Morgan Stanley Experience May 2013 - August 2014
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
Morgan Stanley May 2013 - August 2014
Eurekacap Partners January 2010 - April 2013
Eurekahedge December 2008 - December 2009
Eurekahedge July 2007 - December 2008
Skills
Alternative Investments, Emerging Markets, Series 7, Series 63, Microsoft Office, Financial Services, Spanish, Series 24, Brazilian Portuguese, Latin America, Asia, Bloomberg, Loans
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Spanish, Latin American Studies
Universidad de León 2005 — 2006
Junior Year Study Abroad, Letras
Belmont Hill School 1997 — 2003
Diploma, High School
J.P. Morgan August 2014 - Present
Morgan Stanley May 2013 - August 2014
Eurekacap Partners January 2010 - April 2013
Eurekahedge December 2008 - December 2009
Eurekahedge July 2007 - December 2008
Skills
Alternative Investments, Emerging Markets, Series 7, Series 63, Microsoft Office, Financial Services, Spanish, Series 24, Brazilian Portuguese, Latin America, Asia, Bloomberg, Loans
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Spanish, Latin American Studies
Universidad de León 2005 — 2006
Junior Year Study Abroad, Letras
Belmont Hill School 1997 — 2003
Diploma, High School
Connor Sweeney's Morgan Stanley Experience February 2014 - Present
Job Commission Management Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
HSBC October 2010 - February 2014
Skills
Bloomberg, Series 7, Series 63, Six Sigma, Fixed Income
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts (B.A.), Economics-Accounting
Morgan Stanley February 2014 - Present
HSBC October 2010 - February 2014
Skills
Bloomberg, Series 7, Series 63, Six Sigma, Fixed Income
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts (B.A.), Economics-Accounting
Adriana Sarni's Morgan Stanley Experience October 2013 - March 2014
Job Analyst at the Center for Applied Research (CFAR)
Industry Management Consulting
Experience
ExecConnect for Student Success Inc. July 2014 - Present
Center for Applied Research (CFAR) June 2014 - Present
AGC Partners March 2014 - June 2014
Morgan Stanley October 2013 - March 2014
Mass Technology Leadership Council September 2013 - October 2013
The College of the Holy Cross Honors Program September 2012 - May 2013
Holy Cross Mellon Research Program for the Humanities June 2012 - August 2012
The National Center on Family Homelessness June 2011 - August 2011
Skills
Higher Education, Academic Writing, Research, Philosophy, Stata, Data Analysis, Management Consulting, Management, Strategy, Finance, Start-ups
Education
College of the Holy Cross 2010 — 2013
Bachelor of Arts (B.A.), Philosophy, Major GPA 3.85
Providence College 2009 — 2010
GPA 4.0
Harvard University
Harvard Extension School, Graduate Credit: Corporate Finance
ExecConnect for Student Success Inc. July 2014 - Present
Center for Applied Research (CFAR) June 2014 - Present
AGC Partners March 2014 - June 2014
Morgan Stanley October 2013 - March 2014
Mass Technology Leadership Council September 2013 - October 2013
The College of the Holy Cross Honors Program September 2012 - May 2013
Holy Cross Mellon Research Program for the Humanities June 2012 - August 2012
The National Center on Family Homelessness June 2011 - August 2011
Skills
Higher Education, Academic Writing, Research, Philosophy, Stata, Data Analysis, Management Consulting, Management, Strategy, Finance, Start-ups
Education
College of the Holy Cross 2010 — 2013
Bachelor of Arts (B.A.), Philosophy, Major GPA 3.85
Providence College 2009 — 2010
GPA 4.0
Harvard University
Harvard Extension School, Graduate Credit: Corporate Finance
Sean Kirby-Smith Sean Kirby-Smith's Morgan Stanley Experience August 2014 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2014
Morgan Stanley June 2012 - August 2012
Education
College of Charleston
Bachelor of Science (B.S.), Business Administration and Management, General
The Bullis School
High School Diploma
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2014
Morgan Stanley June 2012 - August 2012
Education
College of Charleston
Bachelor of Science (B.S.), Business Administration and Management, General
The Bullis School
High School Diploma
Anupam Bandyopadhyay Anupam Bandyopadhyay's Morgan Stanley Experience April 2010 - Present
Job VP at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 2010 - Present
Capgemini July 1998 - March 2010
Morgan Stanley 2000 - 2008
HCL Infosystems Ltd September 1996 - June 1998
Skills
CRM, SDLC, Product Management, Strategy, Business Analysis, Project Management, PMO, Enterprise Software, Offshoring, Risk Management, Management, IT Strategy, Analytics
Education
College of Engineering Pune 1992 — 1996
Bachelor of Engineering, Civil
Loyola High School
Morgan Stanley April 2010 - Present
Capgemini July 1998 - March 2010
Morgan Stanley 2000 - 2008
HCL Infosystems Ltd September 1996 - June 1998
Skills
CRM, SDLC, Product Management, Strategy, Business Analysis, Project Management, PMO, Enterprise Software, Offshoring, Risk Management, Management, IT Strategy, Analytics
Education
College of Engineering Pune 1992 — 1996
Bachelor of Engineering, Civil
Loyola High School
Nathan DeOms Nathan DeOms's Morgan Stanley Experience July 2009 - August 2010
Job Tech Business Development I help grow products that help users improve their lives
Industry Internet
Experience
Emergency First Aid Response Program August 2014 - March 2015
Google March 2012 - June 2013
Google September 2010 - March 2012
Morgan Stanley July 2009 - August 2010
iPayment, Inc. June 2008 - August 2008
The Bridges Program June 2007 - August 2007
The Bridges Program June 2006 - August 2006
Skills
Business Development, Leadership, Partner Management, Microsoft Excel, Project Management, Data Analysis, Google Analytics, Microsoft Office, Business Strategy, PowerPoint, Microsoft Word, Social Media, Analytics, Awesomeness, Online Advertising, Customer Service, Analysis, SQL, ADX, Ad Exchanges, Ad Serving, Ad Networks, Account Management, Marketing, Digital Marketing, Sales, Strategy, Public Speaking, Strategic Partnerships, Training, Online Marketing, Digital Media, Marketing Strategy
Education
Vanderbilt University 2005 — 2009
Bachelor’s Degree, Engineering Science Major, Economics Major, Engineering Management Minor, Accumulative GPA - 3.522
College of Marin 2013 — 2013
Postbac, Premed, Accumulative GPA - 4.0
Rice University 2014 — 2014
Postbac, Premed, Accumulative GPA - 3.33
Texas Southern University 2014 — 2014
Postbac, Premed, Accumulative GPA - 4.0
University of San Francisco 2013 — 2013
Postbac, Premed, Accumulative GPA - 4.0
Emergency First Aid Response Program August 2014 - March 2015
Google March 2012 - June 2013
Google September 2010 - March 2012
Morgan Stanley July 2009 - August 2010
iPayment, Inc. June 2008 - August 2008
The Bridges Program June 2007 - August 2007
The Bridges Program June 2006 - August 2006
Skills
Business Development, Leadership, Partner Management, Microsoft Excel, Project Management, Data Analysis, Google Analytics, Microsoft Office, Business Strategy, PowerPoint, Microsoft Word, Social Media, Analytics, Awesomeness, Online Advertising, Customer Service, Analysis, SQL, ADX, Ad Exchanges, Ad Serving, Ad Networks, Account Management, Marketing, Digital Marketing, Sales, Strategy, Public Speaking, Strategic Partnerships, Training, Online Marketing, Digital Media, Marketing Strategy
Education
Vanderbilt University 2005 — 2009
Bachelor’s Degree, Engineering Science Major, Economics Major, Engineering Management Minor, Accumulative GPA - 3.522
College of Marin 2013 — 2013
Postbac, Premed, Accumulative GPA - 4.0
Rice University 2014 — 2014
Postbac, Premed, Accumulative GPA - 3.33
Texas Southern University 2014 — 2014
Postbac, Premed, Accumulative GPA - 4.0
University of San Francisco 2013 — 2013
Postbac, Premed, Accumulative GPA - 4.0
Thomas Lombardi, Jr Thomas Lombardi, Jr's Morgan Stanley Experience January 2000 - May 2000
Job Ecommerce CEO focused on data my team of superstars
Industry Internet
Experience
LiftIn.com July 2015 - Present
AirportParkingReservations.com February 2011 - Present
ParkSleepFly.com July 2012 - Present
West Partners January 2008 - January 2011
Bank of America January 2005 - August 2006
Bank of America January 2002 - January 2005
Bank of America May 2001 - January 2002
Morgan Stanley January 2000 - May 2000
Skills
E-commerce, Financial Modeling, Due Diligence, Mergers, Deal Sourcing, Private Equity, Investment Banking, Acquisition Analysis, SEO, Online Advertising, PPC Bid Management, Website Monetization, Start-up Consulting, Mergers & Acquisitions, Venture Capital, Corporate Development, Finance, Business Valuation, Valuation, Investments, Acquisitions, Analytics, Equities, Management, Structured Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2007
MBA, Finance
College of Charleston 1997 — 2001
B.S., School of Business and Economics
Cogninchaug HS 1994 — 1997
LiftIn.com July 2015 - Present
AirportParkingReservations.com February 2011 - Present
ParkSleepFly.com July 2012 - Present
West Partners January 2008 - January 2011
Bank of America January 2005 - August 2006
Bank of America January 2002 - January 2005
Bank of America May 2001 - January 2002
Morgan Stanley January 2000 - May 2000
Skills
E-commerce, Financial Modeling, Due Diligence, Mergers, Deal Sourcing, Private Equity, Investment Banking, Acquisition Analysis, SEO, Online Advertising, PPC Bid Management, Website Monetization, Start-up Consulting, Mergers & Acquisitions, Venture Capital, Corporate Development, Finance, Business Valuation, Valuation, Investments, Acquisitions, Analytics, Equities, Management, Structured Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2007
MBA, Finance
College of Charleston 1997 — 2001
B.S., School of Business and Economics
Cogninchaug HS 1994 — 1997
Kaitlin Ochab's Morgan Stanley Experience October 2014 - Present
Job Sales Assitant/Registered Client Service Associate
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Harvest Investment Services April 2013 - October 2014
Equinox May 2010 - 2013
Michael Anthony Studios 2007 - 2008
Skills
Integration, Administration, Analysis, Financial Reporting, Financial Services, Marketing, Public Relations, Team Leadership, Social Media, Event Planning, Social Media Marketing, Sales, Microsoft Office, Management, Social Networking, Negotiation, Team Building, Marketing Communications, Trade Shows, Microsoft Excel, Training, Event Management, Marketing Strategy, Outlook, Leadership, Public Speaking, Strategic Planning, Time Management, Customer Service, Retail, Budgets, Microsoft Word, Finance, CRM, Financial Analysis, Customer Retention, Coaching, PowerPoint, Advertising
Education
Elmhurst College 2007 — 2009
Bachelors of Science, Major: Business Administration and Management Minor: Dance, 3.59
College of DuPage 2005 — 2007
Associates in Arts, General, 3.6
Morgan Stanley October 2014 - Present
Harvest Investment Services April 2013 - October 2014
Equinox May 2010 - 2013
Michael Anthony Studios 2007 - 2008
Skills
Integration, Administration, Analysis, Financial Reporting, Financial Services, Marketing, Public Relations, Team Leadership, Social Media, Event Planning, Social Media Marketing, Sales, Microsoft Office, Management, Social Networking, Negotiation, Team Building, Marketing Communications, Trade Shows, Microsoft Excel, Training, Event Management, Marketing Strategy, Outlook, Leadership, Public Speaking, Strategic Planning, Time Management, Customer Service, Retail, Budgets, Microsoft Word, Finance, CRM, Financial Analysis, Customer Retention, Coaching, PowerPoint, Advertising
Education
Elmhurst College 2007 — 2009
Bachelors of Science, Major: Business Administration and Management Minor: Dance, 3.59
College of DuPage 2005 — 2007
Associates in Arts, General, 3.6
Moriah Rappold Moriah Rappold's Morgan Stanley Experience June 1999 - August 2001
Job Product Marketing Manager at Rackspace Hosting
Industry Information Technology and Services
Experience
Rackspace Hosting April 2011 - Present
Oberto Brands August 2008 - October 2010
Remedy Intelligent Staffing February 2008 - August 2008
Habitat for Humanity of Burlington County January 2006 - May 2006
Atlantic Coast Life Insurance July 2003 - August 2005
Morgan Stanley June 1999 - August 2001
Skills
Marketing, Trade Shows, Account Management, Marketing Strategy, Cross-functional Team..., Product Development, Product Marketing, Strategy, Email Marketing, Management, Product Management, Integrated Marketing, Marketing Communications, Enterprise Software, Go-to-market Strategy
Education
The Citadel 2003 — 2005
MBA, Business Administration
College of Charleston
BS, Business Administration
Rackspace Hosting April 2011 - Present
Oberto Brands August 2008 - October 2010
Remedy Intelligent Staffing February 2008 - August 2008
Habitat for Humanity of Burlington County January 2006 - May 2006
Atlantic Coast Life Insurance July 2003 - August 2005
Morgan Stanley June 1999 - August 2001
Skills
Marketing, Trade Shows, Account Management, Marketing Strategy, Cross-functional Team..., Product Development, Product Marketing, Strategy, Email Marketing, Management, Product Management, Integrated Marketing, Marketing Communications, Enterprise Software, Go-to-market Strategy
Education
The Citadel 2003 — 2005
MBA, Business Administration
College of Charleston
BS, Business Administration
Rick Janaes Rick Janaes's Morgan Stanley Experience March 2002 - July 2010
Job Managing Director at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2010 - Present
Morgan Stanley March 2002 - July 2010
Merrill Lynch February 1984 - February 2002
Education
University of South Florida 1977 — 1980
Bachelor of Business Administration (BBA), Finance and Financial Management Services
College of DuPage 1974 — 1976
Wells Fargo Advisors July 2010 - Present
Morgan Stanley March 2002 - July 2010
Merrill Lynch February 1984 - February 2002
Education
University of South Florida 1977 — 1980
Bachelor of Business Administration (BBA), Finance and Financial Management Services
College of DuPage 1974 — 1976
David T Jones's Morgan Stanley Experience 2001 - 2007
Job Sr Support Engineer at JustFab Inc.
Industry Information Technology and Services
Experience
JustFab Inc. June 2015 - Present
Column Technologies March 2013 - May 2015
Bank of America April 2010 - March 2013
BP November 2007 - April 2010
Morgan Stanley 2001 - 2007
Van Kampen 2001 - 2007
Van Kampen Funds 2001 - 2007
Morgan Stanley Investment Management 2001 - 2007
Motorola 1998 - 2001
Compaq 1998 - 2001
Skills
Windows, Technical Support, Unix, Active Directory, XML, Management, Network Administration, Vendor Management, Business Analysis, Project Management, Help Desk Support, Disaster Recovery, IT Strategy, Application Support, Process Improvement, SharePoint, Recruiting, Software Documentation, Business Intelligence, Information Technology, Databases, ITIL, IT Service Management, Software Development, Visio, Cloud Computing
Education
College of DuPage 1993 — 1995
Naperville North
JustFab Inc. June 2015 - Present
Column Technologies March 2013 - May 2015
Bank of America April 2010 - March 2013
BP November 2007 - April 2010
Morgan Stanley 2001 - 2007
Van Kampen 2001 - 2007
Van Kampen Funds 2001 - 2007
Morgan Stanley Investment Management 2001 - 2007
Motorola 1998 - 2001
Compaq 1998 - 2001
Skills
Windows, Technical Support, Unix, Active Directory, XML, Management, Network Administration, Vendor Management, Business Analysis, Project Management, Help Desk Support, Disaster Recovery, IT Strategy, Application Support, Process Improvement, SharePoint, Recruiting, Software Documentation, Business Intelligence, Information Technology, Databases, ITIL, IT Service Management, Software Development, Visio, Cloud Computing
Education
College of DuPage 1993 — 1995
Naperville North
Dedrick Siddall's Morgan Stanley Experience July 2013 - March 2014
Job Business Intelligence Solution Provider
Industry Investment Management
Experience
T. Rowe Price April 2014 - Present
Morgan Stanley July 2013 - March 2014
Acorn Profit Redefined August 2008 - July 2013
Chevy Chase Bank September 2006 - August 2008
BearingPoint, Inc. 2004 - 2006
Education
American University - Kogod School of Business 2004 — 2006
MBA
College of Charleston
BA
Санкт-Петербургский Государственный Политехнический Университет
Certificate
T. Rowe Price April 2014 - Present
Morgan Stanley July 2013 - March 2014
Acorn Profit Redefined August 2008 - July 2013
Chevy Chase Bank September 2006 - August 2008
BearingPoint, Inc. 2004 - 2006
Education
American University - Kogod School of Business 2004 — 2006
MBA
College of Charleston
BA
Санкт-Петербургский Государственный Политехнический Университет
Certificate
Adnan Saifee, CFA, FRM Adnan Saifee, CFA, FRM's Morgan Stanley Experience February 2003 - June 2008
Job McKinsey & Company, McKinsey Investment Office
Industry Financial Services
Experience
McKinsey & Company August 2014 - Present
UBS, Prime Services Risk Management August 2009 - August 2014
UBS - Prime Services Risk Management December 2008 - August 2009
AQR Capital Management June 2008 - December 2008
Morgan Stanley February 2003 - June 2008
IBM Global Services August 1999 - December 2000
Skills
Derivatives, Fixed Income, Equities, Equity Derivatives, .NET, Financial Modeling, Financial Services, Investment Banking, Trading Systems, Capital Markets, Options, Prime Brokerage, Stress Testing, Investments, Hedge Funds, Electronic Trading, Valuation, Risk Management, Sybase, Bloomberg, Trading, Market Risk, Financial Markets, Credit Derivatives, VBA, Financial Risk, Interest Rate..., CDS, Credit Risk, Collateral Management, Bonds, Finance, Python, SQL, Strategy, Portfolio Management
Education
Rensselaer Polytechnic Institute 2001 — 2002
MS, Computer Science
College of Engineering Pune 1995 — 1999
BE, Computer Engineering
St. Vincents High School 1993 — 1995
Rosary High School 1984 — 1993
McKinsey & Company August 2014 - Present
UBS, Prime Services Risk Management August 2009 - August 2014
UBS - Prime Services Risk Management December 2008 - August 2009
AQR Capital Management June 2008 - December 2008
Morgan Stanley February 2003 - June 2008
IBM Global Services August 1999 - December 2000
Skills
Derivatives, Fixed Income, Equities, Equity Derivatives, .NET, Financial Modeling, Financial Services, Investment Banking, Trading Systems, Capital Markets, Options, Prime Brokerage, Stress Testing, Investments, Hedge Funds, Electronic Trading, Valuation, Risk Management, Sybase, Bloomberg, Trading, Market Risk, Financial Markets, Credit Derivatives, VBA, Financial Risk, Interest Rate..., CDS, Credit Risk, Collateral Management, Bonds, Finance, Python, SQL, Strategy, Portfolio Management
Education
Rensselaer Polytechnic Institute 2001 — 2002
MS, Computer Science
College of Engineering Pune 1995 — 1999
BE, Computer Engineering
St. Vincents High School 1993 — 1995
Rosary High School 1984 — 1993
Vishnu Dattan Vishnu Dattan's Morgan Stanley Experience October 2013 - Present
Job Application Support Specialist
Industry Information Technology and Services
Experience
Morgan Stanley October 2013 - Present
UBS Investment Bank August 2009 - October 2013
Infosys Technologies Ltd. September 2005 - October 2013
UBS Investment Bank September 2005 - August 2009
Skills
Production Support, Testing, Unix, Sybase, Release Management, Autosys, Microsoft SQL Server, Incident Management, Service Delivery, PL/SQL, Informatica, Change Management, Oracle SQL, Problem Management, Test Environment Setup, SSIS, IIS, VBScript, SDLC, Oracle, SSAS 2008, Business Continuity..., DB2, SQL
Education
College of Engineering, Trivandrum 2001 — 2005
Bachelor of Technology (BTech)
Loyola School, Trivandrum 1988 — 2001
Morgan Stanley October 2013 - Present
UBS Investment Bank August 2009 - October 2013
Infosys Technologies Ltd. September 2005 - October 2013
UBS Investment Bank September 2005 - August 2009
Skills
Production Support, Testing, Unix, Sybase, Release Management, Autosys, Microsoft SQL Server, Incident Management, Service Delivery, PL/SQL, Informatica, Change Management, Oracle SQL, Problem Management, Test Environment Setup, SSIS, IIS, VBScript, SDLC, Oracle, SSAS 2008, Business Continuity..., DB2, SQL
Education
College of Engineering, Trivandrum 2001 — 2005
Bachelor of Technology (BTech)
Loyola School, Trivandrum 1988 — 2001
Brendan Connallon's Morgan Stanley Experience January 2015 - May 2015
Job FMP Intern at GE Capital Treasury
Industry
Experience
GE Capital June 2015 - Present
Seven Figure Sites July 2014 - Present
Morgan Stanley January 2015 - May 2015
Worcester Barter Exchange May 2014 - January 2015
Fung for Governor December 2013 - May 2014
Sargent Day School June 2013 - August 2013
Skills
WordPress, Photoshop, Pro Tools, Microsoft Excel, Spreadsheets, Public Speaking, Leadership, Research
Education
College of the Holy Cross 2012 — 2016
Bachelor of Arts (B.A.), Economics, 3.54/4.00
La Salle Academy 2008 — 2012
Honors Diploma
GE Capital June 2015 - Present
Seven Figure Sites July 2014 - Present
Morgan Stanley January 2015 - May 2015
Worcester Barter Exchange May 2014 - January 2015
Fung for Governor December 2013 - May 2014
Sargent Day School June 2013 - August 2013
Skills
WordPress, Photoshop, Pro Tools, Microsoft Excel, Spreadsheets, Public Speaking, Leadership, Research
Education
College of the Holy Cross 2012 — 2016
Bachelor of Arts (B.A.), Economics, 3.54/4.00
La Salle Academy 2008 — 2012
Honors Diploma
Gregory Gelber's Morgan Stanley Experience September 2012 - Present
Job Analyst Fixed Income Derivatives
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
MassMutual Financial Group January 2012 - April 2012
Lassus Wherley & Associates June 2011 - August 2011
Path to Africa NGO May 2010 - August 2010
Skills
Expertise in Microsoft..., Ability to prepare and..., Expertise in social..., Conversational in..., Founding father of..., Financial Management, US GAAP, Financial Analysis, Equity Research, Options, Member of Student...
Education
College of Charleston 2008 — 2012
Bachelor of Arts (B.A.), Business Administration, concentration in finance
Morgan Stanley September 2012 - Present
MassMutual Financial Group January 2012 - April 2012
Lassus Wherley & Associates June 2011 - August 2011
Path to Africa NGO May 2010 - August 2010
Skills
Expertise in Microsoft..., Ability to prepare and..., Expertise in social..., Conversational in..., Founding father of..., Financial Management, US GAAP, Financial Analysis, Equity Research, Options, Member of Student...
Education
College of Charleston 2008 — 2012
Bachelor of Arts (B.A.), Business Administration, concentration in finance
Fred Gatti Fred Gatti's Morgan Stanley Experience March 2011 - August 2013
Job Vice President at HSBC Private Bank
Industry Investment Management
Experience
HSBC Private Bank April 2015 - Present
HSBC Securties; HSBC Bank August 2013 - Present
Morgan Stanley March 2011 - August 2013
Lifenidia Capital 2009 - May 2011
Early Advantage 2004 - 2009
Early Advantage 2000 - 2004
Early Advantage 1999 - 2000
Early Advantage 1997 - 1999
Skills
Strategy, Analytics, Strategic Planning, New Business Development, Start-ups, Team Building, Investments, Commodity, Financial Modeling
Education
College of the Holy Cross- B.A. / Fordham University MBA 2005 — 2006
MBA
College of the Holy Cross 1992 — 1996
BA
Fairfield College Preparatory School 1988 — 1992
HSBC Private Bank April 2015 - Present
HSBC Securties; HSBC Bank August 2013 - Present
Morgan Stanley March 2011 - August 2013
Lifenidia Capital 2009 - May 2011
Early Advantage 2004 - 2009
Early Advantage 2000 - 2004
Early Advantage 1999 - 2000
Early Advantage 1997 - 1999
Skills
Strategy, Analytics, Strategic Planning, New Business Development, Start-ups, Team Building, Investments, Commodity, Financial Modeling
Education
College of the Holy Cross- B.A. / Fordham University MBA 2005 — 2006
MBA
College of the Holy Cross 1992 — 1996
BA
Fairfield College Preparatory School 1988 — 1992
Alex Winks's Morgan Stanley Experience 2006 - 2006
Job CFO at Paulson Investment Co.
Industry Financial Services
Experience
Paulson Investment Co. July 2015 - Present
Advanced Equities 2014 - 2015
JPMorgan Chase & Co. 2013 - 2014
Advanced Equities 2011 - 2013
Advanced Equities 2008 - 2011
Wachovia Securities 2007 - 2008
Morgan Stanley 2006 - 2006
Skills
Fund Accounting, Financial Analysis, Financial Modeling, Series 7, Microsoft Excel, QuickBooks, Valuation, FINRA, SEC filings, Financial Reporting, Securities Regulation, Access, Investran, Capital IQ, Financial Audits, Partnership Tax Returns, Uniform Combined State..., Series 66, Salesforce.com, Compliance11, Fund Administration, Return on Investment..., Operating Agreements, Bridge Loans, Capital Calls, Sungard, Series 27
Education
Virginia Commonwealth University - School of Business 2008 — 2010
Master of Business Administration, Concentration in Investments
College of Charleston 2003 — 2007
Bachelor of Science, Business Administration with a Concentration in Finance
Paulson Investment Co. July 2015 - Present
Advanced Equities 2014 - 2015
JPMorgan Chase & Co. 2013 - 2014
Advanced Equities 2011 - 2013
Advanced Equities 2008 - 2011
Wachovia Securities 2007 - 2008
Morgan Stanley 2006 - 2006
Skills
Fund Accounting, Financial Analysis, Financial Modeling, Series 7, Microsoft Excel, QuickBooks, Valuation, FINRA, SEC filings, Financial Reporting, Securities Regulation, Access, Investran, Capital IQ, Financial Audits, Partnership Tax Returns, Uniform Combined State..., Series 66, Salesforce.com, Compliance11, Fund Administration, Return on Investment..., Operating Agreements, Bridge Loans, Capital Calls, Sungard, Series 27
Education
Virginia Commonwealth University - School of Business 2008 — 2010
Master of Business Administration, Concentration in Investments
College of Charleston 2003 — 2007
Bachelor of Science, Business Administration with a Concentration in Finance
Ajinkya Kolhe's Morgan Stanley Experience August 2011 - December 2012
Job University of Colorado Boulder
Industry Computer Software
Experience
Morgan Stanley Wealth Management January 2013 - July 2013
Morgan Stanley August 2011 - December 2012
Skills
Linux, Linux System..., Core Java, C++, Perl, Unix Shell Scripting, Python, Unix
Education
University of Colorado Boulder 2013 — 2015
Master of Science (MS), Computer Science
College of Engineering Pune 2007 — 2011
Bachelor of Technology (B.Tech.), Computer Science
Morgan Stanley Wealth Management January 2013 - July 2013
Morgan Stanley August 2011 - December 2012
Skills
Linux, Linux System..., Core Java, C++, Perl, Unix Shell Scripting, Python, Unix
Education
University of Colorado Boulder 2013 — 2015
Master of Science (MS), Computer Science
College of Engineering Pune 2007 — 2011
Bachelor of Technology (B.Tech.), Computer Science
Jaclin N. Principato, M.A. Jaclin N. Principato, M.A.'s Morgan Stanley Experience January 2015 - Present
Job Divisional Selection and Development Manager at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley January 2015 - Present
The Chicago School of Professional Psychology June 2011 - Present
Sears Holdings Corporation April 2014 - January 2015
Sears Holdings Corporation July 2013 - January 2015
CDW January 2012 - July 2013
Dreams Retail September 2011 - January 2012
Norwood Crossing/ Lakeview Nursing Rehabilitation Center June 2010 - April 2011
The Chicago School of Professional Psychology April 2010 - April 2011
Networking With Impact September 2010 - December 2010
The Chicago School of Professional Psychology December 2009 - December 2010
Skills
Microsoft Office, SPSS, Healthcare, Online Research, Professional..., Community Networking, Social Media Relations, Nonprofit Leadership, Volunteer Coordination, Newsletter Publishing, Charities, Mentoring, Survey Development, Data Analysis, Volunteer Management, Contract Recruitment, Taleo, ADP E-Time, ADP ezLaborManager, Exit Surveys, Organizational..., Webinar Management, Webinar Development, Social Media, Leadership Development, Job Analysis, Newsletters, Recruiting, Talent Acquisition, Leadership, Succession Planning, New Hire Orientations, HRIS, Nonprofits, Personnel Management, Social Media Marketing, Interviews, Training, Onboarding, Talent Management
Education
The Chicago School of Professional Psychology 2009 — 2011
M.A. in Industrial Organizational Psychology
Governors State University 2008 — 2009
B.A. in Psychology, Psychology
College of DuPage 2005 — 2007
A.A. in Pscyhology, Psychology
Morgan Stanley January 2015 - Present
The Chicago School of Professional Psychology June 2011 - Present
Sears Holdings Corporation April 2014 - January 2015
Sears Holdings Corporation July 2013 - January 2015
CDW January 2012 - July 2013
Dreams Retail September 2011 - January 2012
Norwood Crossing/ Lakeview Nursing Rehabilitation Center June 2010 - April 2011
The Chicago School of Professional Psychology April 2010 - April 2011
Networking With Impact September 2010 - December 2010
The Chicago School of Professional Psychology December 2009 - December 2010
Skills
Microsoft Office, SPSS, Healthcare, Online Research, Professional..., Community Networking, Social Media Relations, Nonprofit Leadership, Volunteer Coordination, Newsletter Publishing, Charities, Mentoring, Survey Development, Data Analysis, Volunteer Management, Contract Recruitment, Taleo, ADP E-Time, ADP ezLaborManager, Exit Surveys, Organizational..., Webinar Management, Webinar Development, Social Media, Leadership Development, Job Analysis, Newsletters, Recruiting, Talent Acquisition, Leadership, Succession Planning, New Hire Orientations, HRIS, Nonprofits, Personnel Management, Social Media Marketing, Interviews, Training, Onboarding, Talent Management
Education
The Chicago School of Professional Psychology 2009 — 2011
M.A. in Industrial Organizational Psychology
Governors State University 2008 — 2009
B.A. in Psychology, Psychology
College of DuPage 2005 — 2007
A.A. in Pscyhology, Psychology
Jonah Poster's Morgan Stanley Experience June 2013 - July 2015
Job Business Analyst at Boston Health Economics
Industry Financial Services
Experience
Boston Health Economics July 2011 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Project Eye-To-Eye 2011 - 2012
Broadreach Group March 2011 - August 2011
BookRenter.com June 2010 - January 2011
Skills
Tableau, SAS, Microsoft Excel, Bloomberg Terminal, PowerPoint, Research, Statistics, Recruiting, Analysis, Word, Hebrew, Minitab, Eviews, Microsoft Office, Excel, English
Education
New York University 2010 — 2013
Bachelor’s Degree, Honors Economics, Sociology, Hebrew, 3.829, Magna Cum Laude
College of the Holy Cross 2009 — 2010
Bachelor's Degree, Economics, Sociology, 3.64, Dean List
Boston Health Economics July 2011 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Project Eye-To-Eye 2011 - 2012
Broadreach Group March 2011 - August 2011
BookRenter.com June 2010 - January 2011
Skills
Tableau, SAS, Microsoft Excel, Bloomberg Terminal, PowerPoint, Research, Statistics, Recruiting, Analysis, Word, Hebrew, Minitab, Eviews, Microsoft Office, Excel, English
Education
New York University 2010 — 2013
Bachelor’s Degree, Honors Economics, Sociology, Hebrew, 3.829, Magna Cum Laude
College of the Holy Cross 2009 — 2010
Bachelor's Degree, Economics, Sociology, 3.64, Dean List
Jennifer Bernhardt's Morgan Stanley Experience March 1993 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 1993 - Present
Skills
Fixed Income, Equities, Financial Modeling, Investment Banking, Derivatives
Education
College of Mount Saint Vincent 1988 — 1992
BA, Business and Accounting
Manhattan College
Accounting
Morgan Stanley March 1993 - Present
Skills
Fixed Income, Equities, Financial Modeling, Investment Banking, Derivatives
Education
College of Mount Saint Vincent 1988 — 1992
BA, Business and Accounting
Manhattan College
Accounting
Jennifer Brice Garcia Jennifer Brice Garcia's Morgan Stanley Experience March 2000 - June 2002
Job Senior Relationship Specialist Institutional Advisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2010 - Present
R Capital Advisors October 2007 - October 2010
Coor Capital, LLC September 2006 - November 2007
Wedbush Morgan Securities January 2005 - September 2006
Smith Barney June 2002 - December 2004
Morgan Stanley March 2000 - June 2002
Merrill Lynch February 1998 - March 2000
Neuberger Berman February 1994 - February 1998
Skills
Strategic Planning, Portfolio Management, Alternative Assets, Venture Capital, Asset Managment, Hedge Funds, Investments, Alternative Investments, Equities, Business Development, Asset Management, Corporate Finance, Mutual Funds, Investment Management, Risk Management
Education
Skyline College 1990 — 1991
College of San Mateo 1988 — 1989
Finance & Marketing
Charles Schwab November 2010 - Present
R Capital Advisors October 2007 - October 2010
Coor Capital, LLC September 2006 - November 2007
Wedbush Morgan Securities January 2005 - September 2006
Smith Barney June 2002 - December 2004
Morgan Stanley March 2000 - June 2002
Merrill Lynch February 1998 - March 2000
Neuberger Berman February 1994 - February 1998
Skills
Strategic Planning, Portfolio Management, Alternative Assets, Venture Capital, Asset Managment, Hedge Funds, Investments, Alternative Investments, Equities, Business Development, Asset Management, Corporate Finance, Mutual Funds, Investment Management, Risk Management
Education
Skyline College 1990 — 1991
College of San Mateo 1988 — 1989
Finance & Marketing
Janice Sellis Janice Sellis's Morgan Stanley Experience 2003 - 2005
Job Director at Transwestern
Industry Real Estate
Experience
Transwestern August 2010 - Present
Holliday Fenoglio Fowler August 2005 - October 2009
Morgan Stanley 2003 - 2005
Lend Lease 1998 - 2005
Skills
Underwriting, Real Estate Economics, Brokerage, Property, Disposition, Real Estate, Corporate Real Estate, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Due Diligence, Leases, Financial Analysis, Tenant, Dispositions, Location Intelligence
Education
College of Charleston 1995 — 1998
Bachelor of Science, Accounting and Business
Transwestern August 2010 - Present
Holliday Fenoglio Fowler August 2005 - October 2009
Morgan Stanley 2003 - 2005
Lend Lease 1998 - 2005
Skills
Underwriting, Real Estate Economics, Brokerage, Property, Disposition, Real Estate, Corporate Real Estate, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Due Diligence, Leases, Financial Analysis, Tenant, Dispositions, Location Intelligence
Education
College of Charleston 1995 — 1998
Bachelor of Science, Accounting and Business
Dilmohan Aneja Dilmohan Aneja's Morgan Stanley Experience November 2010 - April 2011
Job Data Architect
Industry Information Technology and Services
Experience
Rabobank August 2015 - Present
Moody's Corporation July 2012 - July 2015
PricewaterhouseCoopers January 2008 - July 2012
Morgan Stanley November 2010 - April 2011
Hewlett-Packard June 2009 - January 2010
IBM October 2002 - January 2008
UPS April 1996 - January 2006
Pricewaterhouse Coopers, Coopers & Lybrand April 1996 - October 2002
Skills
Data Modeling, Data Warehousing, SDLC, Data Migration, Databases, Erwin, Business Intelligence, DB2, Data Management, PMP, Software Project..., Systems Analysis, Database Design, Performance Tuning, Global Delivery, Dimensional Modeling, Information Management, Greenplum, Pentaho, ER/Studio, Software Design, Business Process, Software Development, Software Documentation, Business Transformation, Business Analysis, Requirements Analysis
Education
College of Engineering, Pune
Bachelor of Engineering, Electronics & Telecommunications
Rabobank August 2015 - Present
Moody's Corporation July 2012 - July 2015
PricewaterhouseCoopers January 2008 - July 2012
Morgan Stanley November 2010 - April 2011
Hewlett-Packard June 2009 - January 2010
IBM October 2002 - January 2008
UPS April 1996 - January 2006
Pricewaterhouse Coopers, Coopers & Lybrand April 1996 - October 2002
Skills
Data Modeling, Data Warehousing, SDLC, Data Migration, Databases, Erwin, Business Intelligence, DB2, Data Management, PMP, Software Project..., Systems Analysis, Database Design, Performance Tuning, Global Delivery, Dimensional Modeling, Information Management, Greenplum, Pentaho, ER/Studio, Software Design, Business Process, Software Development, Software Documentation, Business Transformation, Business Analysis, Requirements Analysis
Education
College of Engineering, Pune
Bachelor of Engineering, Electronics & Telecommunications
John McDonald PMP, SPHR, SHRM-SCP John McDonald PMP, SPHR, SHRM-SCP's Morgan Stanley Experience June 2002 - August 2003
Job Human Resources and Management Consultant at Independent Consultant
Industry Management Consulting
Experience
Consultant March 2013 - Present
World Fuel Services December 2012 - March 2013
Deloitte Consulting, LLP 2009 - December 2012
BearingPoint 2004 - 2009
Avalon Research Group August 2003 - November 2003
Morgan Stanley June 2002 - August 2003
Skills
Management Consulting, Change Management, Business Process..., Business Analysis, Business Strategy, Process Improvement, Project Management, Microsoft Excel, MS Project, Analysis, Data Analysis, Business Process, Government, Strategy, Financial Analysis, Requirements Analysis, Auditing, Business Development, Human Resources, Performance Management, Business Intelligence, Governance, IT Strategy, Microsoft Office
Education
College of the Holy Cross 1997 — 2001
Bachelor of Arts (B.A.)
Project Management Academy 2013 — 2013
Certificate
Consultant March 2013 - Present
World Fuel Services December 2012 - March 2013
Deloitte Consulting, LLP 2009 - December 2012
BearingPoint 2004 - 2009
Avalon Research Group August 2003 - November 2003
Morgan Stanley June 2002 - August 2003
Skills
Management Consulting, Change Management, Business Process..., Business Analysis, Business Strategy, Process Improvement, Project Management, Microsoft Excel, MS Project, Analysis, Data Analysis, Business Process, Government, Strategy, Financial Analysis, Requirements Analysis, Auditing, Business Development, Human Resources, Performance Management, Business Intelligence, Governance, IT Strategy, Microsoft Office
Education
College of the Holy Cross 1997 — 2001
Bachelor of Arts (B.A.)
Project Management Academy 2013 — 2013
Certificate
Carmen Saunders, MSN, FNP-BC Carmen Saunders, MSN, FNP-BC's Morgan Stanley Experience March 2014 - May 2015
Job Corporate Health Nurse Practitioner | Communications Chair | Health Coach
Industry Health, Wellness and Fitness
Experience
Premise Health May 2015 - Present
Social Media for Healthcare Professionals October 2012 - Present
Nurse Practitioners of New York (NPNY) August 2012 - Present
Morgan Stanley March 2014 - May 2015
MacAndrews & Forbes March 2012 - January 2014
Columbia University Medical Center August 2010 - March 2012
St. Vincent's Medical Center July 2005 - April 2010
Wake Medical Center June 2004 - July 2005
Skills
Nursing, Healthcare Management, Healthcare, Patient Education, Nurse Practitioners, Health Education, Social Media, Medicine, Health Promotion, Primary Care, Health & Wellness..., Medical Education, Patient Safety, Microsoft Office, Social Media..., Patient Advocacy, Nursing Education, Preventive Health..., Social Networking, Medical Terminology, Health, Social Media Consulting, Women's Health, Phlebotomy, Occupational Health, Employee Wellness, Community Outreach, Collaborative Problem..., Public Speaking, Small Group..., Program Development, Travel Medicine, Nutritional Counseling, Health Insurance, Career Development, LinkedIn Training, Medical Monitoring, Preventive Medicine, Contraception, Facebook, Concierge Care, Patient Counseling, Social Media Marketing, Medication..., Physical Health..., Social Media Integration, Twitter, Google+, Group Presentations, Small Group Instruction
Education
NYU School of Professional Studies 2012 — 2013
Business Administration and Management Certificate
College of Mount Saint Vincent 2007 — 2010
Masters of Science, Nursing
University of North Carolina at Greensboro 2001 — 2004
Bachelors of Science, Nursing
Premise Health May 2015 - Present
Social Media for Healthcare Professionals October 2012 - Present
Nurse Practitioners of New York (NPNY) August 2012 - Present
Morgan Stanley March 2014 - May 2015
MacAndrews & Forbes March 2012 - January 2014
Columbia University Medical Center August 2010 - March 2012
St. Vincent's Medical Center July 2005 - April 2010
Wake Medical Center June 2004 - July 2005
Skills
Nursing, Healthcare Management, Healthcare, Patient Education, Nurse Practitioners, Health Education, Social Media, Medicine, Health Promotion, Primary Care, Health & Wellness..., Medical Education, Patient Safety, Microsoft Office, Social Media..., Patient Advocacy, Nursing Education, Preventive Health..., Social Networking, Medical Terminology, Health, Social Media Consulting, Women's Health, Phlebotomy, Occupational Health, Employee Wellness, Community Outreach, Collaborative Problem..., Public Speaking, Small Group..., Program Development, Travel Medicine, Nutritional Counseling, Health Insurance, Career Development, LinkedIn Training, Medical Monitoring, Preventive Medicine, Contraception, Facebook, Concierge Care, Patient Counseling, Social Media Marketing, Medication..., Physical Health..., Social Media Integration, Twitter, Google+, Group Presentations, Small Group Instruction
Education
NYU School of Professional Studies 2012 — 2013
Business Administration and Management Certificate
College of Mount Saint Vincent 2007 — 2010
Masters of Science, Nursing
University of North Carolina at Greensboro 2001 — 2004
Bachelors of Science, Nursing
Christopher Ulish Christopher Ulish's Morgan Stanley Experience 2007 - 2008
Job Veteran AF Pilot, MBA, Franchise Owner/Manager
Industry Executive Office
Experience
Mathnasium - The Math Learning Center 2015 - Present
Schneider Electric July 2013 - March 2015
United States Air Force February 2010 - June 2013
ING Financial Partners 2008 - 2009
Morgan Stanley 2007 - 2008
United States Air Force 1998 - 2007
Skills
Leadership, Air Force, Security Clearance, Military, Management, Intelligence Analysis, Program Management, Military Experience, Organizational..., Operational Planning, Operations Management, Leadership Development, Intelligence, Team Leadership, Analysis, Six Sigma, Project Management, Strategic Planning, Process Improvement, Team Building, Command, Top Secret, Military Operations, Project Planning, Public Speaking, Defense, DoD, National Security, Aircraft, Military Logistics, Risk Management, Finance
Education
United States Air Force Academy 1994 — 1998
Bachelor’s Degree, Military History
University of Central Oklahoma - College of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration, 4.0
Mathnasium - The Math Learning Center 2015 - Present
Schneider Electric July 2013 - March 2015
United States Air Force February 2010 - June 2013
ING Financial Partners 2008 - 2009
Morgan Stanley 2007 - 2008
United States Air Force 1998 - 2007
Skills
Leadership, Air Force, Security Clearance, Military, Management, Intelligence Analysis, Program Management, Military Experience, Organizational..., Operational Planning, Operations Management, Leadership Development, Intelligence, Team Leadership, Analysis, Six Sigma, Project Management, Strategic Planning, Process Improvement, Team Building, Command, Top Secret, Military Operations, Project Planning, Public Speaking, Defense, DoD, National Security, Aircraft, Military Logistics, Risk Management, Finance
Education
United States Air Force Academy 1994 — 1998
Bachelor’s Degree, Military History
University of Central Oklahoma - College of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration, 4.0
Richard Kalin Richard Kalin's Morgan Stanley Experience July 1996 - September 1998
Job Senior Vice President, Technology Officer at American National Bank Oakland Park, FL
Industry Banking
Experience
American National Bank - Oakland Park, FL July 2012 - Present
American National Bank - Oakland Park, FL June 2008 - July 2012
Harvard Consulting Group, Inc June 1986 - March 2008
Discover Financial Services October 1998 - October 2007
Morgan Stanley July 1996 - September 1998
GATX Terminals June 1994 - June 1996
Morgan Stanley April 1991 - May 1994
Helene Curtis March 1989 - March 1991
Spiegel December 1986 - February 1989
Searle Pharmaceuticals November 1985 - November 1986
Skills
Project Planning, Project Implementation, Strategic Planning, Internet Banking, EFT, ACH, Remote Deposit Capture, Banking, Customer Relations, Product Development, Product Management, Process Improvement, Marketing Strategy, Information Architecture, E-commerce, Business Strategy, Cash Management, Jack Henry, Community Banks, Business Intelligence, Requirements Analysis, Vendor Management, IT Strategy, Business Analysis, Commercial Lending, Loans, Financial Services, CRM, Electronic Payments, Executive Management, Consulting, Management, Leadership, Enterprise Software, Commercial Banking, Software Development, Credit Cards, Credit, Portfolio Management, Payments, Information Technology, Core Banking, Risk Management, Payment Systems
Education
New York University 2011 — 2011
Marketing, A
College of DuPage 1979 — 1981
Computer Science
American National Bank - Oakland Park, FL July 2012 - Present
American National Bank - Oakland Park, FL June 2008 - July 2012
Harvard Consulting Group, Inc June 1986 - March 2008
Discover Financial Services October 1998 - October 2007
Morgan Stanley July 1996 - September 1998
GATX Terminals June 1994 - June 1996
Morgan Stanley April 1991 - May 1994
Helene Curtis March 1989 - March 1991
Spiegel December 1986 - February 1989
Searle Pharmaceuticals November 1985 - November 1986
Skills
Project Planning, Project Implementation, Strategic Planning, Internet Banking, EFT, ACH, Remote Deposit Capture, Banking, Customer Relations, Product Development, Product Management, Process Improvement, Marketing Strategy, Information Architecture, E-commerce, Business Strategy, Cash Management, Jack Henry, Community Banks, Business Intelligence, Requirements Analysis, Vendor Management, IT Strategy, Business Analysis, Commercial Lending, Loans, Financial Services, CRM, Electronic Payments, Executive Management, Consulting, Management, Leadership, Enterprise Software, Commercial Banking, Software Development, Credit Cards, Credit, Portfolio Management, Payments, Information Technology, Core Banking, Risk Management, Payment Systems
Education
New York University 2011 — 2011
Marketing, A
College of DuPage 1979 — 1981
Computer Science
Marcy Claxton Marcy Claxton's Morgan Stanley Experience 1989 - 1997
Job Manager of Pricing Earthlink Business (former Deltacom)
Industry Telecommunications
Experience
Earthlink Business 2007 - Present
Deltacom 2007 - 2011
Level 3 Communications 2004 - 2007
WilTel Communications 1999 - 2007
WorldCom 2000 - 2002
Morgan Stanley 1989 - 1997
Skills
Management, SIP Trunking, Telecommunications, Co-location, Broadband, SIP, Solution Selling, Financial Analysis, Networking, Sales, MPLS, Data Center, Salesforce.com, Unified Communications, Cloud Computing, SaaS, VoIP, Network Design, Access, Sales Management, Pricing, Wireless, Call Center, DWDM, Ethernet, Managed Services, Account Management, IP, Contract Negotiation, Telephony, Product Management, Sales Operations, Direct Sales, Vendor Management, Channel, Project Planning, T1
Education
College of Business 2006 — 2008
BA, Business Administration
Earthlink Business 2007 - Present
Deltacom 2007 - 2011
Level 3 Communications 2004 - 2007
WilTel Communications 1999 - 2007
WorldCom 2000 - 2002
Morgan Stanley 1989 - 1997
Skills
Management, SIP Trunking, Telecommunications, Co-location, Broadband, SIP, Solution Selling, Financial Analysis, Networking, Sales, MPLS, Data Center, Salesforce.com, Unified Communications, Cloud Computing, SaaS, VoIP, Network Design, Access, Sales Management, Pricing, Wireless, Call Center, DWDM, Ethernet, Managed Services, Account Management, IP, Contract Negotiation, Telephony, Product Management, Sales Operations, Direct Sales, Vendor Management, Channel, Project Planning, T1
Education
College of Business 2006 — 2008
BA, Business Administration
Gaby Lion's Morgan Stanley Experience January 2011 - March 2011
Job JD Candidate at UC Hastings College of the Law
Industry Legal Services
Experience
Legal Services of the Hudson Valley August 2014 - August 2015
Deloitte January 2013 - April 2014
MobiTV June 2011 - April 2012
Morgan Stanley January 2011 - March 2011
Gerken Capital Associates June 2010 - September 2010
Skills
Financial Analysis, Tax, Microsoft Excel, Accounting, Finance, Tax Research, Tax Accounting, RIA, CCH Intelliconnect, Human Resources, Payroll, Corporate Tax, RIA Checkpoint, Employee Benefits, US GAAP, Tax Preparation, Valuation, Financial Statements, GAAP, Public Speaking, Research
Education
University of California, Hastings College of the Law 2015 — 2018
Juris Doctor (J.D.)
Golden Gate University 2012 — 2013
Master of Science (M.S.), Taxation
University of California, Davis 2009 — 2011
Bachelor of Arts (B.A.), Economics Minor in Managerial Economics
College of Marin 2007 — 2009
Tamalpais High School 2003 — 2007
Diploma
Legal Services of the Hudson Valley August 2014 - August 2015
Deloitte January 2013 - April 2014
MobiTV June 2011 - April 2012
Morgan Stanley January 2011 - March 2011
Gerken Capital Associates June 2010 - September 2010
Skills
Financial Analysis, Tax, Microsoft Excel, Accounting, Finance, Tax Research, Tax Accounting, RIA, CCH Intelliconnect, Human Resources, Payroll, Corporate Tax, RIA Checkpoint, Employee Benefits, US GAAP, Tax Preparation, Valuation, Financial Statements, GAAP, Public Speaking, Research
Education
University of California, Hastings College of the Law 2015 — 2018
Juris Doctor (J.D.)
Golden Gate University 2012 — 2013
Master of Science (M.S.), Taxation
University of California, Davis 2009 — 2011
Bachelor of Arts (B.A.), Economics Minor in Managerial Economics
College of Marin 2007 — 2009
Tamalpais High School 2003 — 2007
Diploma
Colby Chapman Colby Chapman's Morgan Stanley Experience July 2015 - Present
Job Data Manager at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley July 2015 - Present
Delta Delta Delta Fraternity January 2013 - Present
Peep May 2014 - July 2014
Charleston Waterkeeper Club at CofC February 2013 - May 2014
Social Primer September 2013 - October 2013
Vineyard Vines May 2013 - August 2013
Rugby Ralph Lauren September 2010 - December 2012
Polo Ralph Lauren April 2011 - June 2011
Skills
Trend Forecasting, Fashion, Styling, Visual Merchandising, Window Displays, Trend Analysis, Retail, Apparel, Customer Service, Photoshop, Store Management, Sewing, Loss Prevention, Trend, Retail Sales, Fashion Design, Social Media, Sales, Personal Shopping, Management, Textiles, Luxury Goods, Merchandising, Marketing
Education
College of Charleston 2012 — 2015
Bachelor's degree, Communication and Media Studies
The London School of Economics and Political Science (LSE)
Journalism
London College of Fashion 2011 — 2012
Foundation degree, Fashion Merchandising
Staples High School 2007 — 2011
Morgan Stanley July 2015 - Present
Delta Delta Delta Fraternity January 2013 - Present
Peep May 2014 - July 2014
Charleston Waterkeeper Club at CofC February 2013 - May 2014
Social Primer September 2013 - October 2013
Vineyard Vines May 2013 - August 2013
Rugby Ralph Lauren September 2010 - December 2012
Polo Ralph Lauren April 2011 - June 2011
Skills
Trend Forecasting, Fashion, Styling, Visual Merchandising, Window Displays, Trend Analysis, Retail, Apparel, Customer Service, Photoshop, Store Management, Sewing, Loss Prevention, Trend, Retail Sales, Fashion Design, Social Media, Sales, Personal Shopping, Management, Textiles, Luxury Goods, Merchandising, Marketing
Education
College of Charleston 2012 — 2015
Bachelor's degree, Communication and Media Studies
The London School of Economics and Political Science (LSE)
Journalism
London College of Fashion 2011 — 2012
Foundation degree, Fashion Merchandising
Staples High School 2007 — 2011
Timothy Fee Timothy Fee's Morgan Stanley Experience April 2002 - April 2005
Job Regional Vice President, Retirement Consultant at Allianz Life Financial Services LLC Member FINRA
Industry Financial Services
Experience
Allianz Life Financial Services LLC Member FINRA October 2009 - Present
Allianz Life July 2007 - October 2009
Allianz Life May 2005 - July 2007
Morgan Stanley April 2002 - April 2005
Ameriprise Financial Services, Inc. January 2001 - March 2002
Ameriprise Financial Services, Inc. July 1999 - January 2001
Skills
Retirement, Fixed Annuities, Series 63, Financial Advisory, Retirement Planning, Series 7, Mutual Funds, FINRA, Insurance, 401k, Financial Services, Asset Allocation, Variable Annuities, Annuities, Relationship Management, Investments, Life Insurance, Series 6, Uniform Combined State..., Series 65, Series 24, Life, Wealth Accumulation, Portfolio Management, Investment Strategies, Securities, IRAs, Wealth Management
Education
College for Financial Planning 2011 — 2011
CRPC, Chartered Retirement Planning Counselor
The University of North Dakota 1995 — 1999
Bachelors of Administration, Financial Management
Allianz Life Financial Services LLC Member FINRA October 2009 - Present
Allianz Life July 2007 - October 2009
Allianz Life May 2005 - July 2007
Morgan Stanley April 2002 - April 2005
Ameriprise Financial Services, Inc. January 2001 - March 2002
Ameriprise Financial Services, Inc. July 1999 - January 2001
Skills
Retirement, Fixed Annuities, Series 63, Financial Advisory, Retirement Planning, Series 7, Mutual Funds, FINRA, Insurance, 401k, Financial Services, Asset Allocation, Variable Annuities, Annuities, Relationship Management, Investments, Life Insurance, Series 6, Uniform Combined State..., Series 65, Series 24, Life, Wealth Accumulation, Portfolio Management, Investment Strategies, Securities, IRAs, Wealth Management
Education
College for Financial Planning 2011 — 2011
CRPC, Chartered Retirement Planning Counselor
The University of North Dakota 1995 — 1999
Bachelors of Administration, Financial Management
Thomas Gabel, CIMA® Thomas Gabel, CIMA®'s Morgan Stanley Experience May 2007 - March 2008
Job Regional Director for Northern California/Hawaii region Legg Mason
Industry Investment Management
Experience
Legg Mason September 2011 - Present
Legg Mason April 2008 - September 2011
Morgan Stanley May 2007 - March 2008
Smith Barney November 2005 - March 2007
Skills
Mutual Funds, SMAs, Closed End Funds, ETFs, Equities, Fixed Income, 529 Plans, Alternative Investments, Asset Allocation, Competitive Analysis, Public Speaking, Business Development, Busines Development...
Education
College of Charleston 2001 — 2004
Bachelors, Political Science
Legg Mason September 2011 - Present
Legg Mason April 2008 - September 2011
Morgan Stanley May 2007 - March 2008
Smith Barney November 2005 - March 2007
Skills
Mutual Funds, SMAs, Closed End Funds, ETFs, Equities, Fixed Income, 529 Plans, Alternative Investments, Asset Allocation, Competitive Analysis, Public Speaking, Business Development, Busines Development...
Education
College of Charleston 2001 — 2004
Bachelors, Political Science
Dino Johnson Dino Johnson's Morgan Stanley Experience May 2009 - August 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
ARJENT February 2013 - November 2013
Financial Products, LLC January 2012 - February 2013
Wells Fargo Advisors May 2010 - August 2010
Morgan Stanley May 2009 - August 2009
Skills
Portfolio Management, Mutual Funds, Securities, Asset Allocation, Series 7, Alternative Investments, Series 63, Equities, Fixed Income, Asset Management, Investments, Wealth Management, Derivatives, ETFs, Investment Advisory, Uniform Combined State..., Bloomberg, Hedge Funds, Capital Markets
Education
College of Mount Saint Vincent 2007 — 2011
BS, Business
Wells Fargo Advisors March 2014 - Present
ARJENT February 2013 - November 2013
Financial Products, LLC January 2012 - February 2013
Wells Fargo Advisors May 2010 - August 2010
Morgan Stanley May 2009 - August 2009
Skills
Portfolio Management, Mutual Funds, Securities, Asset Allocation, Series 7, Alternative Investments, Series 63, Equities, Fixed Income, Asset Management, Investments, Wealth Management, Derivatives, ETFs, Investment Advisory, Uniform Combined State..., Bloomberg, Hedge Funds, Capital Markets
Education
College of Mount Saint Vincent 2007 — 2011
BS, Business
David Gavoor David Gavoor's Morgan Stanley Experience December 2000 - December 2001
Job Real Estate Professional
Industry Real Estate
Experience
DAG Consultants, LLC January 2007 - Present
Beekman Capital Partners, LLC June 2004 - January 2007
Keefe, Bruyette & Woods, Inc. February 2002 - December 2002
Morgan Stanley December 2000 - December 2001
Credit Suisse First Boston Corporation June 1999 - December 2000
Donaldson, Lufkin & Jenrette February 1998 - June 1999
BT Alex.Brown Incorporated November 1994 - February 1998
Meenan, McDevitt & Company, Inc. June 1992 - October 1994
Skills
Real Estate, Fundraising, New Business Development, Customer Relations, Due Diligence, Contract Negotiation, Public Relations, Research, Dispositions, Writing, Brokerage, Private Equity, Real Estate Economics, Alternative Investments, Loans, Finance, Capital Markets, Investment Banking, Fixed Income, Banking, Loan Origination, Real Estate Transactions, Credit, Financial Services, Financial Markets, Underwriting, Negotiation, Economics, Structured Finance, Commercial Real Estate, Leveraged Finance, Philanthropy, Real Estate Development, Valuation, Disposition, Strategic Partnerships, Asset Management, Business Planning, Mergers & Acquisitions, Financial Analysis, Investment Properties, Restructuring, Financial Structuring, Venture Capital, Hedge Funds, Portfolio Management, Trading, Real Estate Financing
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance, Management, Organizational Behavior
College of the Holy Cross 1981 — 1984
BA, Economics
London School of Economics and Political Science 1983 — 1983
Summer Studies Program, Economics and Political Science
DAG Consultants, LLC January 2007 - Present
Beekman Capital Partners, LLC June 2004 - January 2007
Keefe, Bruyette & Woods, Inc. February 2002 - December 2002
Morgan Stanley December 2000 - December 2001
Credit Suisse First Boston Corporation June 1999 - December 2000
Donaldson, Lufkin & Jenrette February 1998 - June 1999
BT Alex.Brown Incorporated November 1994 - February 1998
Meenan, McDevitt & Company, Inc. June 1992 - October 1994
Skills
Real Estate, Fundraising, New Business Development, Customer Relations, Due Diligence, Contract Negotiation, Public Relations, Research, Dispositions, Writing, Brokerage, Private Equity, Real Estate Economics, Alternative Investments, Loans, Finance, Capital Markets, Investment Banking, Fixed Income, Banking, Loan Origination, Real Estate Transactions, Credit, Financial Services, Financial Markets, Underwriting, Negotiation, Economics, Structured Finance, Commercial Real Estate, Leveraged Finance, Philanthropy, Real Estate Development, Valuation, Disposition, Strategic Partnerships, Asset Management, Business Planning, Mergers & Acquisitions, Financial Analysis, Investment Properties, Restructuring, Financial Structuring, Venture Capital, Hedge Funds, Portfolio Management, Trading, Real Estate Financing
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance, Management, Organizational Behavior
College of the Holy Cross 1981 — 1984
BA, Economics
London School of Economics and Political Science 1983 — 1983
Summer Studies Program, Economics and Political Science
Michael Borut's Morgan Stanley Experience December 1998 - Present
Job Executive Director & Head of Retail Syndicate at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley December 1998 - Present
Dean Witter Reynolds, Inc. June 1992 - December 1998
Skills
Capital Markets, Trading, DCM, Underwriting, Fixed Income, Structured Products, Preferred Stock, Hybrid Capital, Syndicate, $25 Par Securities, Brokered CDs, Bonds, Series 24, Prime Brokerage, Equities, Investment Banking, Electronic Trading, Securities, Options, Bloomberg, FINRA, ETFs, Derivatives, Alternative Investments, Hedge Funds
Education
New York University, Stern School of Business 1995 — 1998
MBA, Finance
College of the Holy Cross 1988 — 1992
BA, Economics
Morgan Stanley December 1998 - Present
Dean Witter Reynolds, Inc. June 1992 - December 1998
Skills
Capital Markets, Trading, DCM, Underwriting, Fixed Income, Structured Products, Preferred Stock, Hybrid Capital, Syndicate, $25 Par Securities, Brokered CDs, Bonds, Series 24, Prime Brokerage, Equities, Investment Banking, Electronic Trading, Securities, Options, Bloomberg, FINRA, ETFs, Derivatives, Alternative Investments, Hedge Funds
Education
New York University, Stern School of Business 1995 — 1998
MBA, Finance
College of the Holy Cross 1988 — 1992
BA, Economics
Jacob Driggers Jacob Driggers's Morgan Stanley Experience September 2002 - August 2003
Job Director of Operations Coastal Kids Dental, Pediatric Dentistry & Orthodontics
Industry Medical Practice
Experience
Coastal Kids Dental & Braces December 2008 - Present
College of Charleston August 2009 - May 2010
KPMG August 1999 - March 2009
Morgan Stanley September 2002 - August 2003
Ford, Wilson & Quirk January 1997 - May 1999
Skills
Dentistry, Accounting, Financial Reporting, Team Building, Financial Analysis, Small Business, Auditing, Budgets, Financial Accounting, Strategic Planning, Customer Service, Finance, Forecasting, Time Management
Education
College of Charleston 1997 — 1999
MS, Accounting
College of Charleston 1993 — 1997
BS, Accounting & Business Administration
Coastal Kids Dental & Braces December 2008 - Present
College of Charleston August 2009 - May 2010
KPMG August 1999 - March 2009
Morgan Stanley September 2002 - August 2003
Ford, Wilson & Quirk January 1997 - May 1999
Skills
Dentistry, Accounting, Financial Reporting, Team Building, Financial Analysis, Small Business, Auditing, Budgets, Financial Accounting, Strategic Planning, Customer Service, Finance, Forecasting, Time Management
Education
College of Charleston 1997 — 1999
MS, Accounting
College of Charleston 1993 — 1997
BS, Accounting & Business Administration
Joe Warren's Morgan Stanley Experience October 1998 - April 2005
Job CEO and Founder, Warren Capital Group
Industry Investment Management
Experience
Warren Capital April 2005 - Present
Morgan Stanley October 1998 - April 2005
Skills
Investments, Portfolio Management, Alternative Investments, Private Equity, Real Estate, Mortgage
Education
College of Charleston 1993 — 1997
BA, Government and Finance
Warren Capital April 2005 - Present
Morgan Stanley October 1998 - April 2005
Skills
Investments, Portfolio Management, Alternative Investments, Private Equity, Real Estate, Mortgage
Education
College of Charleston 1993 — 1997
BA, Government and Finance
Dan Mengedoht's Morgan Stanley Experience 1998 - 2003
Job Broker at Carolina One Real Estate and Owner, www.CharlestonDan.com
Industry Real Estate
Experience
Carolina One Real Estate March 2005 - Present
www.CharlestonDan.com March 2005 - Present
Charleston Boatworks, Inc. April 2003 - February 2005
Morgan Stanley 1998 - 2003
Skills
Trusted Advisor, Skilled Negotiator, Foreclosures, Short Sales, Sellers, Real Estate, Residential, Residential Homes, Real Property, SFR, Investments, Buyer Representation, Vacation Homes, Relocation, Buyers, Property Management, FHA, ABR, Luxury, Investors, Investment Properties, Contract Negotiation, Condos, Negotiation, Single Family Homes, New Home Sales, Townhomes, Real Estate Transactions, New Homes, Brokerage, Real Estate Development, Selling, REO, Referrals, Listings, First Time Home Buyers, Property, Waterfront, HUD, Income Properties
Education
College of Charleston 1989 — 1993
Batchelor of Science
Mason Prep
Wingate University
Carolina One Real Estate March 2005 - Present
www.CharlestonDan.com March 2005 - Present
Charleston Boatworks, Inc. April 2003 - February 2005
Morgan Stanley 1998 - 2003
Skills
Trusted Advisor, Skilled Negotiator, Foreclosures, Short Sales, Sellers, Real Estate, Residential, Residential Homes, Real Property, SFR, Investments, Buyer Representation, Vacation Homes, Relocation, Buyers, Property Management, FHA, ABR, Luxury, Investors, Investment Properties, Contract Negotiation, Condos, Negotiation, Single Family Homes, New Home Sales, Townhomes, Real Estate Transactions, New Homes, Brokerage, Real Estate Development, Selling, REO, Referrals, Listings, First Time Home Buyers, Property, Waterfront, HUD, Income Properties
Education
College of Charleston 1989 — 1993
Batchelor of Science
Mason Prep
Wingate University
Douglas Gowski's Morgan Stanley Experience August 2002 - January 2009
Job RIA Consulting Group at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments March 2013 - Present
Guggenheim Investments January 2011 - March 2013
MyNewPlace June 2009 - January 2011
Morgan Stanley August 2002 - January 2009
Skills
Equities, Securities, Fixed Income, Alternative Investments, ETFs, Mutual Funds
Education
College of the Holy Cross 1998 — 2002
BA, History
Delbarton 1994 — 1998
Nuveen Investments March 2013 - Present
Guggenheim Investments January 2011 - March 2013
MyNewPlace June 2009 - January 2011
Morgan Stanley August 2002 - January 2009
Skills
Equities, Securities, Fixed Income, Alternative Investments, ETFs, Mutual Funds
Education
College of the Holy Cross 1998 — 2002
BA, History
Delbarton 1994 — 1998
Derek Del Simone Derek Del Simone's Morgan Stanley Experience January 2001 - January 2005
Job Financial Consultant at Burpee Del Simone LLC
Industry Investment Management
Experience
Burpee Del Simone LLC November 2007 - Present
Banc of America Investments January 2005 - November 2007
Morgan Stanley January 2001 - January 2005
Skills
Investments, Alternative Investments, Variable Annuities, 401k Rollovers
Education
College of Marin 1998 — 2000
Business
Burpee Del Simone LLC November 2007 - Present
Banc of America Investments January 2005 - November 2007
Morgan Stanley January 2001 - January 2005
Skills
Investments, Alternative Investments, Variable Annuities, 401k Rollovers
Education
College of Marin 1998 — 2000
Business
Karen Locascio Karen Locascio's Morgan Stanley Experience October 2000 - October 2004
Job Proofreader at Pearson
Industry Writing and Editing
Experience
Pearson April 2015 - Present
Consultant/Freelance October 2011 - Present
Beacon Hill Staffing Group February 2012 - December 2014
UMass Boston September 2012 - June 2014
Hanging Loose Press September 2011 - June 2012
Longfellow Investment Management Co. October 2004 - August 2011
Morgan Stanley October 2000 - October 2004
Professional Staffing Group April 2000 - October 2000
Rubenstein Associates June 1999 - February 2000
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Writing, Proofreading, Editing, Creative Writing, Research, Copy Editing, Teaching, Reading Strategies, Study Skills, Academic Tutoring
Education
UMass Boston 2011 — 2014
Master of Fine Arts (M.F.A.), Creative Writing - Poetry
College of the Holy Cross 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Pearson April 2015 - Present
Consultant/Freelance October 2011 - Present
Beacon Hill Staffing Group February 2012 - December 2014
UMass Boston September 2012 - June 2014
Hanging Loose Press September 2011 - June 2012
Longfellow Investment Management Co. October 2004 - August 2011
Morgan Stanley October 2000 - October 2004
Professional Staffing Group April 2000 - October 2000
Rubenstein Associates June 1999 - February 2000
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Writing, Proofreading, Editing, Creative Writing, Research, Copy Editing, Teaching, Reading Strategies, Study Skills, Academic Tutoring
Education
UMass Boston 2011 — 2014
Master of Fine Arts (M.F.A.), Creative Writing - Poetry
College of the Holy Cross 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Clifford Hansen's Morgan Stanley Experience December 1997 - November 2000
Job Principal & Agent at Insurance of the San Juans
Industry Insurance
Experience
Insurance of the San Juans November 2009 - Present
Vietnam Partners LLC January 2006 - December 2008
HansenGroup, Inc. September 2003 - December 2006
Jefferies & Company February 2001 - January 2003
MORGAN STANLEY December 1997 - November 2000
Skills
Insurance, Customer Relations, Customer Service, Credit, Analysis, Financial Analysis, Real Estate, Commercial Real Estate, Valuation, Real Estate Transactions, Residential Homes, Real Estate Economics, Real Estate Development, Brokerage, HOA, Investment Properties, Commercial Insurance, Leadership, Social Media Marketing, Business Development, Sales, Strategic Planning
Education
College of Charleston 1991 — 1996
BA, History
Avon Old Farms 1987 — 1991
Charlotte Country Day School 1979 — 1987
Le Rosey 1982 — 1983
Insurance of the San Juans November 2009 - Present
Vietnam Partners LLC January 2006 - December 2008
HansenGroup, Inc. September 2003 - December 2006
Jefferies & Company February 2001 - January 2003
MORGAN STANLEY December 1997 - November 2000
Skills
Insurance, Customer Relations, Customer Service, Credit, Analysis, Financial Analysis, Real Estate, Commercial Real Estate, Valuation, Real Estate Transactions, Residential Homes, Real Estate Economics, Real Estate Development, Brokerage, HOA, Investment Properties, Commercial Insurance, Leadership, Social Media Marketing, Business Development, Sales, Strategic Planning
Education
College of Charleston 1991 — 1996
BA, History
Avon Old Farms 1987 — 1991
Charlotte Country Day School 1979 — 1987
Le Rosey 1982 — 1983
Matthew J. Smith, J.D., CRPS® Matthew J. Smith, J.D., CRPS®'s Morgan Stanley Experience 2009 - 2010
Job Partner, Institutional Retirement Plans at Retirement & Benefit Partners
Industry Financial Services
Experience
Retirement & Benefit Partners January 2011 - Present
Morgan Stanley 2009 - 2010
Self-employed March 2008 - 2009
Axiom Capital, Axiom Realty Advisors April 2006 - March 2008
Office of the Governor, Executive Chamber 2003 - 2006
Executive Chamber 2002 - 2003
New York State Assembly 1999 - 2001
Skills
Retirement Planning, Retirement, Finance, Employee Benefits, ERISA, Investments, Strategic Planning, 401k, Financial Advisory, Policy, Mergers & Acquisitions, Wealth Management, Insurance, Estate Planning, Mutual Funds, Financial Services, Securities, Public Speaking, Management, Litigation, Business Planning, Asset Management, Leadership, Strategic Financial..., Portfolio Management, Financial Analysis, Contract Negotiation, Financial Planning, ERISA Litigation, Plan Design, Asset Managment
Education
Western New England College School of Law 1988 — 1991
J.D., Law
College of the Holy Cross 1983 — 1987
A.B., History
The Albany Academy 1979 — 1983
Retirement & Benefit Partners January 2011 - Present
Morgan Stanley 2009 - 2010
Self-employed March 2008 - 2009
Axiom Capital, Axiom Realty Advisors April 2006 - March 2008
Office of the Governor, Executive Chamber 2003 - 2006
Executive Chamber 2002 - 2003
New York State Assembly 1999 - 2001
Skills
Retirement Planning, Retirement, Finance, Employee Benefits, ERISA, Investments, Strategic Planning, 401k, Financial Advisory, Policy, Mergers & Acquisitions, Wealth Management, Insurance, Estate Planning, Mutual Funds, Financial Services, Securities, Public Speaking, Management, Litigation, Business Planning, Asset Management, Leadership, Strategic Financial..., Portfolio Management, Financial Analysis, Contract Negotiation, Financial Planning, ERISA Litigation, Plan Design, Asset Managment
Education
Western New England College School of Law 1988 — 1991
J.D., Law
College of the Holy Cross 1983 — 1987
A.B., History
The Albany Academy 1979 — 1983
Christi O'Toole Christi O'Toole's Morgan Stanley Experience May 2003 - August 2003
Job Financial Services Assistant Director at Ernst & Young
Industry Accounting
Experience
Ernst & Young September 2008 - Present
PwC September 2005 - September 2008
Morgan Stanley May 2003 - August 2003
Skills
Financial Services, Writing and..., Team Building, Strategic Leadership, Highly Analytical, Negotiation, Problem Solving, Integrity, Business Networking, Cross-functional Team..., Coaching, Business Process..., Access, Management, Visio, Leadership, Accounting, Project Management, Internal Controls
Education
College of the Holy Cross 2001 — 2005
Bachelor of Arts (B.A.), Economics & Accounting
Ernst & Young September 2008 - Present
PwC September 2005 - September 2008
Morgan Stanley May 2003 - August 2003
Skills
Financial Services, Writing and..., Team Building, Strategic Leadership, Highly Analytical, Negotiation, Problem Solving, Integrity, Business Networking, Cross-functional Team..., Coaching, Business Process..., Access, Management, Visio, Leadership, Accounting, Project Management, Internal Controls
Education
College of the Holy Cross 2001 — 2005
Bachelor of Arts (B.A.), Economics & Accounting
Michael Mooney's Morgan Stanley Experience April 2008 - October 2010
Job I connect people and help businesses reach new levels of profitability
Industry Management Consulting
Experience
M Squared Consulting, LLC. January 2015 - Present
Northwestern Mutual July 2014 - November 2014
Walmart June 2013 - April 2014
TIAA-CREF January 2012 - November 2012
J.P. Morgan October 2010 - December 2011
Morgan Stanley April 2008 - October 2010
Robert W. Baird & Co. 2004 - 2008
Kraft Foods Group July 2003 - December 2003
Kraft Foods Group 2002 - 2003
College of the Holy Cross 1999 - 2002
Skills
Strategy, Valuation, Alternative Investments, Project Management, Asset Management, Analytics, Customer Service, Financial Analysis, Financial Services, Consulting, Management, Marketing, Strategic Planning, Business Development, Investments, Finance, CRM
Education
College of the Holy Cross 1998 — 2002
Bachelor's Degree, Majored in Economics
Whitefish Bay High School 1994 — 1998
High School, Economics, History, Literature, Sport, Science, Mathematics, Government, Community
M Squared Consulting, LLC. January 2015 - Present
Northwestern Mutual July 2014 - November 2014
Walmart June 2013 - April 2014
TIAA-CREF January 2012 - November 2012
J.P. Morgan October 2010 - December 2011
Morgan Stanley April 2008 - October 2010
Robert W. Baird & Co. 2004 - 2008
Kraft Foods Group July 2003 - December 2003
Kraft Foods Group 2002 - 2003
College of the Holy Cross 1999 - 2002
Skills
Strategy, Valuation, Alternative Investments, Project Management, Asset Management, Analytics, Customer Service, Financial Analysis, Financial Services, Consulting, Management, Marketing, Strategic Planning, Business Development, Investments, Finance, CRM
Education
College of the Holy Cross 1998 — 2002
Bachelor's Degree, Majored in Economics
Whitefish Bay High School 1994 — 1998
High School, Economics, History, Literature, Sport, Science, Mathematics, Government, Community
Todd Sandness Todd Sandness's Morgan Stanley Experience December 2006 - June 2008
Job Financial Advisor, AAMS at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2008 - Present
Morgan Stanley December 2006 - June 2008
Reece and Nichols August 2003 - January 2007
Education
University of Oklahoma 1989 — 1990
All but Ph.D. dissertation in economic studies of 19th Century Europe, Ph.D Candidate
Pittsburg State University 1983 — 1987
Bachelor of Arts (BA), Master of Arts (MA), Foreign Studies, History
The University of Texas at San Antonio 1981 — 1982
Petroleum Engineering
Université Paris Sorbonne (Paris IV) 1980 — 1980
Certification of Studies Completed, French Civilization and Language
College for Financial Planning
Accredited Asset Management Specialist, Investment Management
Edward Jones June 2008 - Present
Morgan Stanley December 2006 - June 2008
Reece and Nichols August 2003 - January 2007
Education
University of Oklahoma 1989 — 1990
All but Ph.D. dissertation in economic studies of 19th Century Europe, Ph.D Candidate
Pittsburg State University 1983 — 1987
Bachelor of Arts (BA), Master of Arts (MA), Foreign Studies, History
The University of Texas at San Antonio 1981 — 1982
Petroleum Engineering
Université Paris Sorbonne (Paris IV) 1980 — 1980
Certification of Studies Completed, French Civilization and Language
College for Financial Planning
Accredited Asset Management Specialist, Investment Management
Stuart Laipple Stuart Laipple's Morgan Stanley Experience 2006 - 2008
Job Senior IT Administrator at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Investment Bank 2009 - Present
Morgan Stanley 2006 - 2008
J.P. Morgan 1999 - 2004
Education
San Francisco State University 1986 — 1988
College of San Mateo
Heald College-San Francisco
UBS Investment Bank 2009 - Present
Morgan Stanley 2006 - 2008
J.P. Morgan 1999 - 2004
Education
San Francisco State University 1986 — 1988
College of San Mateo
Heald College-San Francisco
William Looney, CRPC®'s Morgan Stanley Experience June 2006 - March 2009
Job Financial Advisor, Chartered Retirement Planning Counselor (CRPC®)
Industry Financial Services
Experience
Investment Professionals, Inc. March 2009 - Present
Morgan Stanley June 2006 - March 2009
Morgan Stanley 2006 - 2009
Self-Employed November 2004 - June 2006
Buxton & Cloud, PC June 1996 - October 2004
Skills
Investments, Financial Services, Fixed Annuities, Financial Advisory, Retirement, Roth IRA, Insurance, FINRA, Series 7, Customer Service, Retirement Planning, Portfolio Management, Financial Planners, Life Insurance, Marketing, Estate Planning, Strategic Financial..., Wealth Management..., IRAs, Management, Finance, Uniform Combined State..., Mutual Funds, Series 63, Wealth Management, Financial Planning
Education
University of Central Oklahoma 1999 — 2003
BBA, General Business
College of Business 1998 — 2003
BBA, General Business
Putnam City High School 1996 — 1998
Bishop McGuinness High School 1995 — 1996
Investment Professionals, Inc. March 2009 - Present
Morgan Stanley June 2006 - March 2009
Morgan Stanley 2006 - 2009
Self-Employed November 2004 - June 2006
Buxton & Cloud, PC June 1996 - October 2004
Skills
Investments, Financial Services, Fixed Annuities, Financial Advisory, Retirement, Roth IRA, Insurance, FINRA, Series 7, Customer Service, Retirement Planning, Portfolio Management, Financial Planners, Life Insurance, Marketing, Estate Planning, Strategic Financial..., Wealth Management..., IRAs, Management, Finance, Uniform Combined State..., Mutual Funds, Series 63, Wealth Management, Financial Planning
Education
University of Central Oklahoma 1999 — 2003
BBA, General Business
College of Business 1998 — 2003
BBA, General Business
Putnam City High School 1996 — 1998
Bishop McGuinness High School 1995 — 1996
Ben Carew Ben Carew's Morgan Stanley Experience May 2015 - June 2015
Job Performance Analyst at Tandem Investment Advisors, Inc.
Industry Investment Management
Experience
Tandem Investment Advisors, Inc. June 2014 - Present
College of Charleston January 2013 - Present
Morgan Stanley May 2015 - June 2015
Sigma Nu - Iota Rho January 2014 - December 2014
Tandem Investment Advisors, Inc. May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Teamwork, Public Speaking, Research, Social Media, Event Planning
Education
College of Charleston 2013 — 2016
Economics
Tandem Investment Advisors, Inc. June 2014 - Present
College of Charleston January 2013 - Present
Morgan Stanley May 2015 - June 2015
Sigma Nu - Iota Rho January 2014 - December 2014
Tandem Investment Advisors, Inc. May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Teamwork, Public Speaking, Research, Social Media, Event Planning
Education
College of Charleston 2013 — 2016
Economics
Kelly Harvey Kelly Harvey's Morgan Stanley Experience January 2015 - Present
Job Risk & Projects Specialist for Listed Derivatives & Over the Counter Clearing North America at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley January 2015 - Present
T. Rowe Price November 2014 - January 2015
T. Rowe Price August 2011 - November 2014
T. Rowe Price June 2010 - August 2011
T. Rowe Price September 2009 - June 2010
T. Rowe Price June 2008 - September 2009
T. Rowe Price January 2008 - May 2008
The Greene Turtle January 2006 - March 2008
Skills
Excellent..., Work well under pressure, Quickly adapt to change, Detail Oriented, Able to handle multiple..., Able to form and foster..., Excellent writing skills, Excellent oral..., Excellent interpersonal..., Social Media, Analysis, Business Process..., Coaching, Microsoft Excel, Microsoft Office, PowerPoint, Software Documentation
Education
Villa Julie College 2005 — 2008
Bachelors, Business Communications
College of Southern Maryland 2004 — 2005
Communications
Morgan Stanley January 2015 - Present
T. Rowe Price November 2014 - January 2015
T. Rowe Price August 2011 - November 2014
T. Rowe Price June 2010 - August 2011
T. Rowe Price September 2009 - June 2010
T. Rowe Price June 2008 - September 2009
T. Rowe Price January 2008 - May 2008
The Greene Turtle January 2006 - March 2008
Skills
Excellent..., Work well under pressure, Quickly adapt to change, Detail Oriented, Able to handle multiple..., Able to form and foster..., Excellent writing skills, Excellent oral..., Excellent interpersonal..., Social Media, Analysis, Business Process..., Coaching, Microsoft Excel, Microsoft Office, PowerPoint, Software Documentation
Education
Villa Julie College 2005 — 2008
Bachelors, Business Communications
College of Southern Maryland 2004 — 2005
Communications
Laura Ferri's Morgan Stanley Experience April 2011 - November 2012
Job Executive Assistant at Windstream Hosted Solutions
Industry Information Technology and Services
Experience
Windstream Hosted Solutions March 2013 - Present
Morgan Stanley April 2011 - November 2012
Skills
Reporting & Analysis, Order Processing, Onboarding, Microsoft Excel, System Administration, Event Planning, Customer Service, Software Documentation, PowerPoint, Office Management, Microsoft Office, Microsoft Word, Spreadsheets, Data Entry, Research, Data Analysis, Access, PeopleSoft, Outlook, Salesforce.com, Executive Support, Sales, Business Development
Education
College of Charleston 2004 — 2009
Bachelor of Arts (B.A.), Biology, General
Windstream Hosted Solutions March 2013 - Present
Morgan Stanley April 2011 - November 2012
Skills
Reporting & Analysis, Order Processing, Onboarding, Microsoft Excel, System Administration, Event Planning, Customer Service, Software Documentation, PowerPoint, Office Management, Microsoft Office, Microsoft Word, Spreadsheets, Data Entry, Research, Data Analysis, Access, PeopleSoft, Outlook, Salesforce.com, Executive Support, Sales, Business Development
Education
College of Charleston 2004 — 2009
Bachelor of Arts (B.A.), Biology, General
James S. Martin James S. Martin's Morgan Stanley Experience 1998 - 2005
Job Financial Planner, Financial Services Executive, Investment Advisor Representative
Industry Financial Services
Experience
Barnum Financial Group, an Office of MetLife 2005 - Present
Morgan Stanley 1998 - 2005
Skills
Asset Managment, Variable Annuities, Retirement Planning, Tax Planning, Corporate Education, Strategic Financial..., Asset Allocation, Estate Planning, 401k Rollovers, Wealth Preservation..., Multi-generational..., Private Equity, Investment Strategies, Insurance, Financial Planners, Financial Services
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.)
College of the Holy Cross 1993 — 1997
Barnum Financial Group, an Office of MetLife 2005 - Present
Morgan Stanley 1998 - 2005
Skills
Asset Managment, Variable Annuities, Retirement Planning, Tax Planning, Corporate Education, Strategic Financial..., Asset Allocation, Estate Planning, 401k Rollovers, Wealth Preservation..., Multi-generational..., Private Equity, Investment Strategies, Insurance, Financial Planners, Financial Services
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.)
College of the Holy Cross 1993 — 1997
Tonita Arthur Tonita Arthur's Morgan Stanley Experience April 2013 - January 2015
Job Supervisory PrincipalTeam Lead
Industry Financial Services
Experience
BBVA Compass January 2015 - Present
Morgan Stanley April 2013 - January 2015
Merrill Lynch November 2010 - April 2013
Lincoln Financial Group January 2009 - August 2010
Skills
Series 7, Uniform Combined State..., Portfolio Management, Strategic Financial..., Alternative Investments, Asset Management, Financial Analysis, Financial Modeling, Bloomberg, Mutual Funds, Asset Allocation, Securities, Wealth Management, Fixed Income, Equities, Series 63, Investment Advisory, Investments, Retirement Planning, Financial Advisory, Insurance, Estate Planning, Retirement, Management, Financial Services, Banking, Fixed Annuities, Investment Strategies, 401k
Education
College for Financial Planning 1992 — 1993
CFP, Financial Planning
UAB 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
BBVA Compass January 2015 - Present
Morgan Stanley April 2013 - January 2015
Merrill Lynch November 2010 - April 2013
Lincoln Financial Group January 2009 - August 2010
Skills
Series 7, Uniform Combined State..., Portfolio Management, Strategic Financial..., Alternative Investments, Asset Management, Financial Analysis, Financial Modeling, Bloomberg, Mutual Funds, Asset Allocation, Securities, Wealth Management, Fixed Income, Equities, Series 63, Investment Advisory, Investments, Retirement Planning, Financial Advisory, Insurance, Estate Planning, Retirement, Management, Financial Services, Banking, Fixed Annuities, Investment Strategies, 401k
Education
College for Financial Planning 1992 — 1993
CFP, Financial Planning
UAB 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Matt O'Sullivan's Morgan Stanley Experience 2013 - 2013
Job
Industry Internet
Experience
Royce & Associates 2014 - 2014
Morgan Stanley 2013 - 2013
CodeWars 2012 - 2013
Ernst & Young 2011 - 2012
Ernst & Young June 2010 - August 2010
South Pacific Business Development (SPBD) / Microdreams May 2009 - June 2009
Kiwi Partners, Inc. June 2008 - August 2008
Education
College of the Holy Cross 2007 — 2011
BA
Regis High School 2004 — 2007
Royce & Associates 2014 - 2014
Morgan Stanley 2013 - 2013
CodeWars 2012 - 2013
Ernst & Young 2011 - 2012
Ernst & Young June 2010 - August 2010
South Pacific Business Development (SPBD) / Microdreams May 2009 - June 2009
Kiwi Partners, Inc. June 2008 - August 2008
Education
College of the Holy Cross 2007 — 2011
BA
Regis High School 2004 — 2007
sarah daun's Morgan Stanley Experience February 2005 - August 2006
Job Account Manager at Sesame Communications
Industry Information Technology and Services
Experience
Sesame Communications January 2013 - March 2014
b2d Marketing October 2006 - January 2013
B2d Marketing LLC October 2006 - October 2012
Morgan Stanley February 2005 - August 2006
Morgan Stanley January 2005 - January 2006
Santa Barbara Bank and Trust January 2004 - February 2005
Skills
Account Management, Cold Calling, Sales, Product Marketing, Outside Sales, Coordinating Events, Project Coordination, Medical Devices, Educational Consulting, Clinical Pharmacology, Legal Requirements, Sales Operations, New Business Development, Training, Trade Shows, Social Media, Customer Service, Selling, Online Marketing
Education
University of California, Santa Barbara 2001 — 2003
Bachelor of Arts (B.A.), Women's Studies
University of California, Berkeley
BA, Women’s Studies
College of San Mateo 1998 — 2000
Associate of Arts (A.A.)
Western Washington University
Sesame Communications January 2013 - March 2014
b2d Marketing October 2006 - January 2013
B2d Marketing LLC October 2006 - October 2012
Morgan Stanley February 2005 - August 2006
Morgan Stanley January 2005 - January 2006
Santa Barbara Bank and Trust January 2004 - February 2005
Skills
Account Management, Cold Calling, Sales, Product Marketing, Outside Sales, Coordinating Events, Project Coordination, Medical Devices, Educational Consulting, Clinical Pharmacology, Legal Requirements, Sales Operations, New Business Development, Training, Trade Shows, Social Media, Customer Service, Selling, Online Marketing
Education
University of California, Santa Barbara 2001 — 2003
Bachelor of Arts (B.A.), Women's Studies
University of California, Berkeley
BA, Women’s Studies
College of San Mateo 1998 — 2000
Associate of Arts (A.A.)
Western Washington University
Patrick Rams Patrick Rams's Morgan Stanley Experience May 2005 - May 2006
Job Global Sales Director at Beeks Financial Cloud
Industry Financial Services
Experience
Beeks Financial Cloud September 2015 - Present
Nanotick October 2013 - Present
VDIware LLC (Purchased by Beeks Financial Cloud) January 2012 - August 2015
Network Foundations (Changed Name to VDIware LLC) April 2008 - December 2012
TradeStation Securities May 2006 - November 2008
Morgan Stanley May 2005 - May 2006
Hostway Global Soultions March 2004 - May 2005
Alphablox June 2002 - April 2003
Motorola 1998 - 2002
Skills
Sales, Cloud Computing, Data Center, Disaster Recovery, CRM, New Business Development, Managed Services, Servers, Trading, Marketing Strategy, Management, Selling, Microsoft Exchange, Sales Operations, Enterprise Architecture, SharePoint, Direct Sales, Investments, Strategy, Hedge Funds, SaaS, Finance, Networking, Solution Selling, Marketing, Leadership, Account Management, Salesforce.com, Sales Process, Enterprise Software, Cold Calling, Professional Services, Strategic Partnerships, Business Development, Co-location, Vendor Management
Education
University of Iowa 1994 — 1998
Bachelor, History
College of Lake County 1992 — 1994
Lake Zurich High School 1988 — 1992
Beeks Financial Cloud September 2015 - Present
Nanotick October 2013 - Present
VDIware LLC (Purchased by Beeks Financial Cloud) January 2012 - August 2015
Network Foundations (Changed Name to VDIware LLC) April 2008 - December 2012
TradeStation Securities May 2006 - November 2008
Morgan Stanley May 2005 - May 2006
Hostway Global Soultions March 2004 - May 2005
Alphablox June 2002 - April 2003
Motorola 1998 - 2002
Skills
Sales, Cloud Computing, Data Center, Disaster Recovery, CRM, New Business Development, Managed Services, Servers, Trading, Marketing Strategy, Management, Selling, Microsoft Exchange, Sales Operations, Enterprise Architecture, SharePoint, Direct Sales, Investments, Strategy, Hedge Funds, SaaS, Finance, Networking, Solution Selling, Marketing, Leadership, Account Management, Salesforce.com, Sales Process, Enterprise Software, Cold Calling, Professional Services, Strategic Partnerships, Business Development, Co-location, Vendor Management
Education
University of Iowa 1994 — 1998
Bachelor, History
College of Lake County 1992 — 1994
Lake Zurich High School 1988 — 1992
Joseph Leto Joseph Leto's Morgan Stanley Experience September 2002 - May 2005
Job Investment Director at Putnam Investments
Industry Investment Management
Experience
Putnam Investments June 2013 - Present
Fidelity Investments May 2005 - October 2012
Morgan Stanley September 2002 - May 2005
Morgan Stanley June 2000 - September 2002
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Investments, Securities, Capital Markets, Sales, Trading, Wealth Management, Financial Services, Relationship Management, Business Development, RIAs, Broker Dealers
Education
College of the Holy Cross 1996 — 2000
Chaminade High School 1992 — 1996
Putnam Investments June 2013 - Present
Fidelity Investments May 2005 - October 2012
Morgan Stanley September 2002 - May 2005
Morgan Stanley June 2000 - September 2002
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Investments, Securities, Capital Markets, Sales, Trading, Wealth Management, Financial Services, Relationship Management, Business Development, RIAs, Broker Dealers
Education
College of the Holy Cross 1996 — 2000
Chaminade High School 1992 — 1996
Bobby Pilch Bobby Pilch's Morgan Stanley Experience January 2005 — January 2006
Job Government & Citywide Sales Manager at Charleston Area Convention & Visitors Bureau
Industry Hospitality
Experience
Charleston Area Convention & Visitors Bureau April 2011 — Present
US Air Force Reserve March 2010 — Present
Marriott International January 2009 — April 2011
Marriott International March 2007 — December 2008
SpringHill Suites by Marriott October 2006 — February 2007
HVS International February 2006 — October 2006
Morgan Stanley January 2005 — January 2006
The Sanctuary at Kiawah Island July 2004 — January 2005
SpringHill Suites by Marriott February 2001 — March 2004
Skills
Hotels, Hospitality, Event Management, Hospitality Industry, Tourism, Event Planning, Leadership, Marketing, Restaurants, Public Relations, Time Management, Training, Customer Service, Sales, Management, Team Building, Budgets, Strategic Planning, Operations Management, Social Media Marketing, Customer Satisfaction, Social Networking, Social Media, Trade Shows, Marketing Strategy, Strategy, Sales Management, Account Management, Marketing Communications, Government, Advertising, Market Research, Contract Negotiation, New Business Development
Education
Community College of the Air Force ... — 2011
Associate's degree
Society of Government Meeting Professionals 2013 — 2013
Certified Government Meeting Professional
Defense Information School 2010 — 2010
Public Affairs
College of Charleston 1998 — 2000
BS
Francis Marion University 1994 — 1997
Engineering
Charleston Area Convention & Visitors Bureau April 2011 — Present
US Air Force Reserve March 2010 — Present
Marriott International January 2009 — April 2011
Marriott International March 2007 — December 2008
SpringHill Suites by Marriott October 2006 — February 2007
HVS International February 2006 — October 2006
Morgan Stanley January 2005 — January 2006
The Sanctuary at Kiawah Island July 2004 — January 2005
SpringHill Suites by Marriott February 2001 — March 2004
Skills
Hotels, Hospitality, Event Management, Hospitality Industry, Tourism, Event Planning, Leadership, Marketing, Restaurants, Public Relations, Time Management, Training, Customer Service, Sales, Management, Team Building, Budgets, Strategic Planning, Operations Management, Social Media Marketing, Customer Satisfaction, Social Networking, Social Media, Trade Shows, Marketing Strategy, Strategy, Sales Management, Account Management, Marketing Communications, Government, Advertising, Market Research, Contract Negotiation, New Business Development
Education
Community College of the Air Force ... — 2011
Associate's degree
Society of Government Meeting Professionals 2013 — 2013
Certified Government Meeting Professional
Defense Information School 2010 — 2010
Public Affairs
College of Charleston 1998 — 2000
BS
Francis Marion University 1994 — 1997
Engineering
Sundeep Bajikar's Morgan Stanley Experience December 2009 - April 2011
Job Senior Vice President and Senior Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies & Company 2011 - Present
Morgan Stanley December 2009 - April 2011
Morgan Stanley September 2006 - December 2009
Intel Corporation February 2005 - September 2006
Intel Corporation May 2001 - December 2004
Intel Corporation November 1997 - April 2001
Skills
Valuation, Financial Modeling, Management, Equities, Start-ups, Mergers & Acquisitions, Venture Capital, Business Development, Strategy, Program Management, Entrepreneurship, Enterprise Software, Corporate Finance, Portfolio Management, IT Strategy, Wireless, Equity Research, Strategic Planning, Finance, Semiconductors
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
Stanford University 1999 — 2001
Graduate Non-Degree Option, GPS, Telecommunications
University of Minnesota 1995 — 1997
MSEE, Electrical Engineering
University of Minnesota 1995 — 1997
MSME, Mechanical Engineering
College of Engineering, Pune 1991 — 1995
B.S., Mechanical Engineering
Jefferies & Company 2011 - Present
Morgan Stanley December 2009 - April 2011
Morgan Stanley September 2006 - December 2009
Intel Corporation February 2005 - September 2006
Intel Corporation May 2001 - December 2004
Intel Corporation November 1997 - April 2001
Skills
Valuation, Financial Modeling, Management, Equities, Start-ups, Mergers & Acquisitions, Venture Capital, Business Development, Strategy, Program Management, Entrepreneurship, Enterprise Software, Corporate Finance, Portfolio Management, IT Strategy, Wireless, Equity Research, Strategic Planning, Finance, Semiconductors
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
Stanford University 1999 — 2001
Graduate Non-Degree Option, GPS, Telecommunications
University of Minnesota 1995 — 1997
MSEE, Electrical Engineering
University of Minnesota 1995 — 1997
MSME, Mechanical Engineering
College of Engineering, Pune 1991 — 1995
B.S., Mechanical Engineering
Bill Slimbaugh's Morgan Stanley Experience May 2007 - Present
Job Associate Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2007 - Present
Smith Barney January 2004 - May 2007
Education
College of the Holy Cross 1989 — 1993
Morgan Stanley May 2007 - Present
Smith Barney January 2004 - May 2007
Education
College of the Holy Cross 1989 — 1993
Joseph O'Dea's Morgan Stanley Experience August 2009 - May 2011
Job Analyst at Vertical Research Partners
Industry Research
Experience
Vertical Research Partners June 2011 - Present
Morgan Stanley August 2009 - May 2011
Raytheon July 2005 - June 2007
Raytheon June 2003 - June 2005
Skills
Corporate Finance, Equity Research, Capital Structure, Financial Modeling, Bloomberg, Equities, Financial Analysis, Capital Markets, Valuation, Cross-functional Team..., Private Equity, Investment Banking, Investments
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
MBA, Finance / Asset Management
College of the Holy Cross 1997 — 2001
BA, Economics
Vertical Research Partners June 2011 - Present
Morgan Stanley August 2009 - May 2011
Raytheon July 2005 - June 2007
Raytheon June 2003 - June 2005
Skills
Corporate Finance, Equity Research, Capital Structure, Financial Modeling, Bloomberg, Equities, Financial Analysis, Capital Markets, Valuation, Cross-functional Team..., Private Equity, Investment Banking, Investments
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
MBA, Finance / Asset Management
College of the Holy Cross 1997 — 2001
BA, Economics
Bhavin Doshi's Morgan Stanley Experience October 2000 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2000 - Present
Levy Restaurants November 1996 - October 2000
Budget Rent A Car March 1992 - November 1996
Pansophic Systems March 1990 - September 1991
CNA Insurance March 1986 - August 1989
Skills
Asset Management, Derivatives, International Management, Application Development, Mergers, Customer Relations, Business Analysis, Business Strategy, Asset Managment, Software Development, Customer Service, Equities, Trading Systems, Capital Markets, Fixed Income, Leadership, Unix, Investment Banking, Management, Hedge Funds, Data Center, Electronic Trading, Sybase, Vendor Management, IT Strategy, SDLC, Alternative Investments, Market Data, Financial Services
Education
DePaul University 1987 — 1991
MBA, Finance & Information Technology
University of Illinois at Chicago 1983 — 1986
Bachelor of Sceince, Mgmt. Information Systems
College of DuPage 1981 — 1983
Associate, Computer Science
Chetna College 1979 — 1980
Accounting and Finance
St. Lawrence High School, Santacruz, Mumbai 1967 — 1979
SSC, High School
Morgan Stanley October 2000 - Present
Levy Restaurants November 1996 - October 2000
Budget Rent A Car March 1992 - November 1996
Pansophic Systems March 1990 - September 1991
CNA Insurance March 1986 - August 1989
Skills
Asset Management, Derivatives, International Management, Application Development, Mergers, Customer Relations, Business Analysis, Business Strategy, Asset Managment, Software Development, Customer Service, Equities, Trading Systems, Capital Markets, Fixed Income, Leadership, Unix, Investment Banking, Management, Hedge Funds, Data Center, Electronic Trading, Sybase, Vendor Management, IT Strategy, SDLC, Alternative Investments, Market Data, Financial Services
Education
DePaul University 1987 — 1991
MBA, Finance & Information Technology
University of Illinois at Chicago 1983 — 1986
Bachelor of Sceince, Mgmt. Information Systems
College of DuPage 1981 — 1983
Associate, Computer Science
Chetna College 1979 — 1980
Accounting and Finance
St. Lawrence High School, Santacruz, Mumbai 1967 — 1979
SSC, High School
Beth Pasciucco's Morgan Stanley Experience March 2007 - August 2009
Job Managing Director, Head of Brand Management and Customer Experience at AXA
Industry Financial Services
Experience
AXA 2012 - Present
Pasciucco Consulting, LLC 2009 - 2012
Morgan Stanley March 2007 - August 2009
Mercer 2005 - 2007
Putnam Investments 2002 - 2005
Fidelity Investments 1997 - 2002
Arnold Worldwide 1995 - 1997
Houston Effler and Partners 1994 - 1995
Arnold Worldwide 1988 - 1994
Emerson Lane Fortuna 1985 - 1988
Education
College of the Holy Cross 1980 — 1984
BA, English
AXA 2012 - Present
Pasciucco Consulting, LLC 2009 - 2012
Morgan Stanley March 2007 - August 2009
Mercer 2005 - 2007
Putnam Investments 2002 - 2005
Fidelity Investments 1997 - 2002
Arnold Worldwide 1995 - 1997
Houston Effler and Partners 1994 - 1995
Arnold Worldwide 1988 - 1994
Emerson Lane Fortuna 1985 - 1988
Education
College of the Holy Cross 1980 — 1984
BA, English
John A. Julian's Morgan Stanley Experience 1998 - 2002
Job President at J.A.J. Capital Corp.
Industry Capital Markets
Experience
J.A.J. Capital Corp. 2010 - Present
Catholic Communal Fund 2010 - Present
Rosenthal Collins Group 2008 - Present
J.P.Morgan Chase 2002 - 2007
Morgan Stanley 1998 - 2002
Skills
Fixed Income, Hedge Funds, Equities, Series 7, Investments, Bloomberg, Strategic Financial..., Finance, Trading, Wealth Management, Alternative Investments, Bonds, Derivatives, Options
Education
College of the Holy Cross 1994 — 1998
Rye Neck 1990 — 1994
J.A.J. Capital Corp. 2010 - Present
Catholic Communal Fund 2010 - Present
Rosenthal Collins Group 2008 - Present
J.P.Morgan Chase 2002 - 2007
Morgan Stanley 1998 - 2002
Skills
Fixed Income, Hedge Funds, Equities, Series 7, Investments, Bloomberg, Strategic Financial..., Finance, Trading, Wealth Management, Alternative Investments, Bonds, Derivatives, Options
Education
College of the Holy Cross 1994 — 1998
Rye Neck 1990 — 1994
Elizabeth Cosgriff's Morgan Stanley Experience June 2003 - June 2007
Job Clinical School Social Worker at Devereux Glenholme School
Industry Education Management
Experience
Devereux Glenholme School February 2015 - Present
NYU Silver School of Social Work September 2012 - June 2014
Deloitte July 2007 - August 2011
World Child Project 2009 - 2011
Morgan Stanley June 2003 - June 2007
Skills
Business Strategy, Fundraising, Strategic Planning, Social Media, Nonprofits, Mergers & Acquisitions, Entrepreneurship, Marketing, Start-ups
Education
College of Charleston 1999 — 2003
NYU Silver School of Social Work
Master of Social Work (MSW)
Horace Greeley
Devereux Glenholme School February 2015 - Present
NYU Silver School of Social Work September 2012 - June 2014
Deloitte July 2007 - August 2011
World Child Project 2009 - 2011
Morgan Stanley June 2003 - June 2007
Skills
Business Strategy, Fundraising, Strategic Planning, Social Media, Nonprofits, Mergers & Acquisitions, Entrepreneurship, Marketing, Start-ups
Education
College of Charleston 1999 — 2003
NYU Silver School of Social Work
Master of Social Work (MSW)
Horace Greeley
Tom DeGroh's Morgan Stanley Experience April 2003 - June 2005
Job Senior Project Manager at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank June 2014 - Present
Little City Foundation May 2013 - June 2014
HighTower August 2008 - December 2012
Bear Stearns September 2005 - August 2008
Design Strategy 2005 - 2008
Morgan Stanley April 2003 - June 2005
Tom deGroh Consulting 2001 - 2003
Motorola (Compaq) May 1999 - June 2001
Compaq 1999 - 2001
Global Media Solutions 1997 - 1999
Skills
Cloud Computing, IT Service Management, Start-ups, Infrastructure, Project Management, Consulting, Vendor Management, Business Analysis, Entrepreneurship, Building Relationships, Project Planning, Start-up Consulting, VoIP, Desktop Deployment, Networking, Help Desk Support, Office Buildings, Cisco VoIP, Transition Support, Microsoft Exchange, Information Technology, Building New Business, Phone System..., Salesforce.com, Network Administration, System Deployment, Technical Support, Operating Systems, Cisco Technologies, Nonprofit Technology, Process Improvement, SIP, Deployment Strategies, Hardware Deployments, Non-profit Consulting, Not for Profit, Hardware, Non-profit Technology, SaaS, Vendor Relationships
Education
College of DuPage 1995 — 1998
Naperville North 1991 — 1994
BMO Harris Bank June 2014 - Present
Little City Foundation May 2013 - June 2014
HighTower August 2008 - December 2012
Bear Stearns September 2005 - August 2008
Design Strategy 2005 - 2008
Morgan Stanley April 2003 - June 2005
Tom deGroh Consulting 2001 - 2003
Motorola (Compaq) May 1999 - June 2001
Compaq 1999 - 2001
Global Media Solutions 1997 - 1999
Skills
Cloud Computing, IT Service Management, Start-ups, Infrastructure, Project Management, Consulting, Vendor Management, Business Analysis, Entrepreneurship, Building Relationships, Project Planning, Start-up Consulting, VoIP, Desktop Deployment, Networking, Help Desk Support, Office Buildings, Cisco VoIP, Transition Support, Microsoft Exchange, Information Technology, Building New Business, Phone System..., Salesforce.com, Network Administration, System Deployment, Technical Support, Operating Systems, Cisco Technologies, Nonprofit Technology, Process Improvement, SIP, Deployment Strategies, Hardware Deployments, Non-profit Consulting, Not for Profit, Hardware, Non-profit Technology, SaaS, Vendor Relationships
Education
College of DuPage 1995 — 1998
Naperville North 1991 — 1994
Paddy C. Steffey's Morgan Stanley Experience April 2008 - January 2011
Job VP/Senior Project Manager at Bank of America
Industry Banking
Experience
Bank of America January 2011 - Present
Morgan Stanley April 2008 - January 2011
Morgan Stanley U.S. Residential/Saxon Mortgage March 2008 - January 2011
Saxon Mortgage 2008 - January 2011
Saxon Mortgage/Morgan Stanley 2008 - January 2011
Saxon Mortgage - a Morgan Stanley Company 2008 - January 2011
OpEx Now 2008 - 2010
Washington Mutual Bank July 2008 - November 2008
Morgan Stanley - Saxon Mortgage April 2008 - August 2008
JP Morgan Chase (Formerly WaMu) 1999 - 2008
Skills
Vendor Management, Management, Leadership, Process Improvement, Project Management, Loans, Risk Management, Product Management, Business Process..., Banking, Business Strategy, Mortgage Lending, Operations Management, Business Analysis, Integration, Finance, Change Management, Analysis, Loan Servicing, Customer Service, Executive Management, Financial Services, Visio, Training, SDLC, Credit, Strategic Planning, Program Management, Business Development, Business Requirements, Budgets, PMO, Mortgage Banking
Education
College of the Canyons 1987 — 1994
Associate of Arts, Social Sciences
Bank of America January 2011 - Present
Morgan Stanley April 2008 - January 2011
Morgan Stanley U.S. Residential/Saxon Mortgage March 2008 - January 2011
Saxon Mortgage 2008 - January 2011
Saxon Mortgage/Morgan Stanley 2008 - January 2011
Saxon Mortgage - a Morgan Stanley Company 2008 - January 2011
OpEx Now 2008 - 2010
Washington Mutual Bank July 2008 - November 2008
Morgan Stanley - Saxon Mortgage April 2008 - August 2008
JP Morgan Chase (Formerly WaMu) 1999 - 2008
Skills
Vendor Management, Management, Leadership, Process Improvement, Project Management, Loans, Risk Management, Product Management, Business Process..., Banking, Business Strategy, Mortgage Lending, Operations Management, Business Analysis, Integration, Finance, Change Management, Analysis, Loan Servicing, Customer Service, Executive Management, Financial Services, Visio, Training, SDLC, Credit, Strategic Planning, Program Management, Business Development, Business Requirements, Budgets, PMO, Mortgage Banking
Education
College of the Canyons 1987 — 1994
Associate of Arts, Social Sciences
Devon Broderick Carroll's Morgan Stanley Experience August 2004 - November 2007
Job Corporate Bond/Credit Derivative Broker at GFI Group
Industry Capital Markets
Experience
GFI Group September 2011 - Present
Chapdelaine & Co. May 2008 - August 2011
Muriel Siebert & Co., Inc. December 2007 - May 2008
Morgan Stanley August 2004 - November 2007
Bear Wagner Specialists 2003 - 2004
Skills
Fixed Income, Equities, Securities, Bloomberg, Series 63, Capital Markets, Financial Markets, High Yield, Hedge Funds, Series 7, Derivatives, Asset Managment, Valuation, Financial Modeling, Credit Derivatives, series 55
Education
College of the Holy Cross 1997 — 2001
Bachelor of Arts (B.A.), Art History
GFI Group September 2011 - Present
Chapdelaine & Co. May 2008 - August 2011
Muriel Siebert & Co., Inc. December 2007 - May 2008
Morgan Stanley August 2004 - November 2007
Bear Wagner Specialists 2003 - 2004
Skills
Fixed Income, Equities, Securities, Bloomberg, Series 63, Capital Markets, Financial Markets, High Yield, Hedge Funds, Series 7, Derivatives, Asset Managment, Valuation, Financial Modeling, Credit Derivatives, series 55
Education
College of the Holy Cross 1997 — 2001
Bachelor of Arts (B.A.), Art History
Brian McGough's Morgan Stanley Experience July 2006 - January 2008
Job Managing Director at Hedgeye Risk Management, LLC
Industry Financial Services
Experience
Hedgeye Risk Management, LLC January 2008 - Present
Morgan Stanley July 2006 - January 2008
Nike May 2005 - July 2006
Copper Arch Capital June 2003 - May 2005
Morgan Stanley June 1998 - May 2003
Salomon Brothers February 1995 - June 1998
Smith Barney July 1994 - February 1995
Skills
Retirement Planning, Credit, Equities, Wealth Management, Asset Management, Mortgage Lending, Strategic Financial..., Retirement, Investments, Risk Management, Banking, Portfolio Management, Mutual Funds
Education
Hofstra University 1991 — 1996
Master of Business Administration (MBA), Finance, General
College of Mount Saint Vincent 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
Hedgeye Risk Management, LLC January 2008 - Present
Morgan Stanley July 2006 - January 2008
Nike May 2005 - July 2006
Copper Arch Capital June 2003 - May 2005
Morgan Stanley June 1998 - May 2003
Salomon Brothers February 1995 - June 1998
Smith Barney July 1994 - February 1995
Skills
Retirement Planning, Credit, Equities, Wealth Management, Asset Management, Mortgage Lending, Strategic Financial..., Retirement, Investments, Risk Management, Banking, Portfolio Management, Mutual Funds
Education
Hofstra University 1991 — 1996
Master of Business Administration (MBA), Finance, General
College of Mount Saint Vincent 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
Randhip Vadakkan's Morgan Stanley Experience April 2010 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2010 - Present
Barclays Capital September 2008 - April 2010
Lehman Brothers March 2007 - September 2008
Ericsson June 2005 - January 2006
Tata Consultancy Services October 2002 - July 2004
Education
The University of Texas at Arlington 2004 — 2006
Masters, Computer Science
College of Engineering Pune 1998 — 2002
Bachelor of Engineering, Electronics & Telecommunication
Morgan Stanley April 2010 - Present
Barclays Capital September 2008 - April 2010
Lehman Brothers March 2007 - September 2008
Ericsson June 2005 - January 2006
Tata Consultancy Services October 2002 - July 2004
Education
The University of Texas at Arlington 2004 — 2006
Masters, Computer Science
College of Engineering Pune 1998 — 2002
Bachelor of Engineering, Electronics & Telecommunication
Kristine Torborg's Morgan Stanley Experience November 2001 - February 2006
Job Marketing Specialist
Industry Medical Devices
Experience
Medtronic October 2006 - Present
Morgan Stanley November 2001 - February 2006
ISD 191 Burnsville-Eagan-Savage School District August 1989 - November 2001
Dean Witter Reynolds September 1985 - October 1989
Midwest Federal Savings and Loan 1977 - 1982
Skills
Product Launch, Customer Service
Education
College of St. Benedict 1972 — 1976
BA
Saint John's University 1972 — 1976
Medtronic October 2006 - Present
Morgan Stanley November 2001 - February 2006
ISD 191 Burnsville-Eagan-Savage School District August 1989 - November 2001
Dean Witter Reynolds September 1985 - October 1989
Midwest Federal Savings and Loan 1977 - 1982
Skills
Product Launch, Customer Service
Education
College of St. Benedict 1972 — 1976
BA
Saint John's University 1972 — 1976
Samuel Gray's Morgan Stanley Experience April 2005 - May 2006
Job Regional Vice President at Jennison Associates
Industry Wholesale
Experience
Jennison Associates LLC October 2013 - Present
Prudential Financial May 2010 - Present
AXA Distributors December 2007 - May 2010
Citigroup 2006 - 2007
Morgan Stanley April 2005 - May 2006
Skills
Fixed Income, Series 63, Series 7, Series 6, Mutual Funds, Variable annuities, Closed-end Funds
Education
New York University 2000 — 2004
Bachelors, Finance
Jennison Associates LLC October 2013 - Present
Prudential Financial May 2010 - Present
AXA Distributors December 2007 - May 2010
Citigroup 2006 - 2007
Morgan Stanley April 2005 - May 2006
Skills
Fixed Income, Series 63, Series 7, Series 6, Mutual Funds, Variable annuities, Closed-end Funds
Education
New York University 2000 — 2004
Bachelors, Finance
Adam Longson, CFA, CPA's Morgan Stanley Experience July 2011 - Present
Job Executive Director Head of Energy Commodity Research at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2011 - Present
Morgan Stanley December 2008 - July 2011
Morgan Stanley October 2005 - December 2008
BP June 2003 - October 2005
Skills
Valuation, Equity Research, Analysis, Equity Valuation, Mergers & Acquisitions, Financial Analysis, Derivatives, Bloomberg, Microsoft Excel, Corporate Finance, VBA, Investment Banking, Strategic Analysis, Competitive Strategy, Commodities, Oil Analysis, Energy, Transportation, Financial Markets, Process Automation, Excel, Access, SQL, Database Design, JavaScript, ASP, HTML, PHP, XML, Visual Basic, C/C++, Factset, Risk Management, Natural Gas, Statistical Modeling, Financial Modeling, Financial Accounting, Investment Management
Education
University of Illinois at Chicago 2000 — 2002
Bachelor of Science, Information and Decision Sciences (MIS), GPA: 4.95/5.0
College of DuPage
Associate of Science
College of DuPage
Certificate, Advanced Accounting (CPA Prep)
Morgan Stanley July 2011 - Present
Morgan Stanley December 2008 - July 2011
Morgan Stanley October 2005 - December 2008
BP June 2003 - October 2005
Skills
Valuation, Equity Research, Analysis, Equity Valuation, Mergers & Acquisitions, Financial Analysis, Derivatives, Bloomberg, Microsoft Excel, Corporate Finance, VBA, Investment Banking, Strategic Analysis, Competitive Strategy, Commodities, Oil Analysis, Energy, Transportation, Financial Markets, Process Automation, Excel, Access, SQL, Database Design, JavaScript, ASP, HTML, PHP, XML, Visual Basic, C/C++, Factset, Risk Management, Natural Gas, Statistical Modeling, Financial Modeling, Financial Accounting, Investment Management
Education
University of Illinois at Chicago 2000 — 2002
Bachelor of Science, Information and Decision Sciences (MIS), GPA: 4.95/5.0
College of DuPage
Associate of Science
College of DuPage
Certificate, Advanced Accounting (CPA Prep)
Cynthia Sanossian's Morgan Stanley Experience August 2011 - Present
Job Director FX Prime Brokerage CSR at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2011 - Present
J.P. Morgan September 2010 - August 2011
J.P. Morgan June 2009 - November 2010
J.P. Morgan July 2007 - June 2009
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Economics
Morgan Stanley August 2011 - Present
J.P. Morgan September 2010 - August 2011
J.P. Morgan June 2009 - November 2010
J.P. Morgan July 2007 - June 2009
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Economics
Saravanan Sadaiyappan's Morgan Stanley Experience September 2007 - May 2008
Job
Industry Hospital & Health Care
Experience
VHA Inc. April 2015 - Present
Alcon, a Novartis company (through Cognizant) April 2013 - March 2015
Cognizant June 2011 - March 2013
Deloitte May 2010 - April 2011
Center for Renewable Energy, USC March 2010 - June 2010
Energeate Business Solutions May 2009 - August 2009
Michelin January 2009 - April 2009
Eastman Chemical Company October 2008 - January 2009
Morgan Stanley September 2007 - May 2008
Tavant Technologies June 2004 - September 2007
Skills
Business Analysis, Strategy, Market Research, Business Strategy, Business Intelligence, Financial Analysis, Design Thinking, Management, Business Development, Management Consulting, CRM, Financial Modeling, Cross-functional Team...
Education
University of South Carolina - The Moore School of Business 2008 — 2010
International MBA, Finance and Marketing, 3.93/4
College of Engineering, Guindy 2000 — 2004
Anna University, Bachelors in Electronics and Communication Engineering, 8.7/10
VHA Inc. April 2015 - Present
Alcon, a Novartis company (through Cognizant) April 2013 - March 2015
Cognizant June 2011 - March 2013
Deloitte May 2010 - April 2011
Center for Renewable Energy, USC March 2010 - June 2010
Energeate Business Solutions May 2009 - August 2009
Michelin January 2009 - April 2009
Eastman Chemical Company October 2008 - January 2009
Morgan Stanley September 2007 - May 2008
Tavant Technologies June 2004 - September 2007
Skills
Business Analysis, Strategy, Market Research, Business Strategy, Business Intelligence, Financial Analysis, Design Thinking, Management, Business Development, Management Consulting, CRM, Financial Modeling, Cross-functional Team...
Education
University of South Carolina - The Moore School of Business 2008 — 2010
International MBA, Finance and Marketing, 3.93/4
College of Engineering, Guindy 2000 — 2004
Anna University, Bachelors in Electronics and Communication Engineering, 8.7/10
Nikki Henson (Ghobadi)'s Morgan Stanley Experience June 2007 - Present
Job Sr. Registered Portfolio Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2007 - Present
Morgan Stanley September 2004 - Present
Education
College of Business 2006 — 2009
MBA, Business
Morgan Stanley June 2007 - Present
Morgan Stanley September 2004 - Present
Education
College of Business 2006 — 2009
MBA, Business
Erin Nallin's Morgan Stanley Experience 2012 - 2013
Job Human Capital Programs, Human Resources Manager, Change Management, Program Management
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
Morgan Stanley 2012 - 2013
Morgan Stanley 2009 - 2012
Morgan Stanley 2004 - 2009
Morgan Stanley 2001 - 2004
Morgan Stanley 2000 - 2001
Skills
Change Management, Onboarding, Project Management, Expense Management, Office Management, Event Planning, Human Resources, Relationship-building...
Education
University of Scranton
Bachelor of Science, Business Management
College of Saint Elizabeth
Graduate Studies
New York University, School of Continuing Education
Certificate, Meeting and Event Planning
TIAA-CREF June 2013 - Present
Morgan Stanley 2012 - 2013
Morgan Stanley 2009 - 2012
Morgan Stanley 2004 - 2009
Morgan Stanley 2001 - 2004
Morgan Stanley 2000 - 2001
Skills
Change Management, Onboarding, Project Management, Expense Management, Office Management, Event Planning, Human Resources, Relationship-building...
Education
University of Scranton
Bachelor of Science, Business Management
College of Saint Elizabeth
Graduate Studies
New York University, School of Continuing Education
Certificate, Meeting and Event Planning
Barbara Ormerod-Glynn's Morgan Stanley Experience 1976 - 1995
Job Director at Greenwich Library
Industry Libraries
Experience
Greenwich Library March 2014 - Present
Greenwich Library January 2005 - February 2014
Greenwich Library November 2002 - December 2004
Credit Suisse First Boston February 2002 - November 2002
Marakon Associates 1999 - 2002
The Investext Group (A Thomson Financial Company) 1995 - 1999
Morgan Stanley 1976 - 1995
Skills
Strategic Planning, Management Consulting, Market Research, Management, Competitive Analysis, Public Speaking, Competitive Intelligence, Leadership, Public Relations, Vendor Management, Business Analysis, Finance, Nonprofits
Education
College of Mount Saint Vincent
BA, English Lit
Columbia Univ., School of Library Service
MLS, Library Service
Greenwich Library March 2014 - Present
Greenwich Library January 2005 - February 2014
Greenwich Library November 2002 - December 2004
Credit Suisse First Boston February 2002 - November 2002
Marakon Associates 1999 - 2002
The Investext Group (A Thomson Financial Company) 1995 - 1999
Morgan Stanley 1976 - 1995
Skills
Strategic Planning, Management Consulting, Market Research, Management, Competitive Analysis, Public Speaking, Competitive Intelligence, Leadership, Public Relations, Vendor Management, Business Analysis, Finance, Nonprofits
Education
College of Mount Saint Vincent
BA, English Lit
Columbia Univ., School of Library Service
MLS, Library Service
Shaizeen Aga's Morgan Stanley Experience January 2011 - July 2011
Job PhD Candidate
Industry Computer Hardware
Experience
Computer Engineering Lab (CELAB) October 2012 - Present
University of Michigan, Ann Arbor January 2012 - Present
Qualcomm May 2014 - August 2014
Pacific Northwest National Laboratory June 2012 - August 2012
Morgan Stanley January 2011 - July 2011
Morgan Stanley January 2010 - December 2010
NVIDIA June 2008 - February 2009
Education
College of Engineering Pune 2005 — 2009
BTech
University of Michigan
University of Michigan
Computer Engineering Lab (CELAB) October 2012 - Present
University of Michigan, Ann Arbor January 2012 - Present
Qualcomm May 2014 - August 2014
Pacific Northwest National Laboratory June 2012 - August 2012
Morgan Stanley January 2011 - July 2011
Morgan Stanley January 2010 - December 2010
NVIDIA June 2008 - February 2009
Education
College of Engineering Pune 2005 — 2009
BTech
University of Michigan
University of Michigan
Lisa McKibben's Morgan Stanley Experience January 1998 - January 2006
Job Executive Office Professional
Industry Executive Office
Experience
Peg Copple & Associates June 2006 - December 2007
Morgan Stanley January 1998 - January 2006
Merrill Lynch January 1989 - January 1998
Education
College of Marin 1979 — 1982
Associates, Business
Peg Copple & Associates June 2006 - December 2007
Morgan Stanley January 1998 - January 2006
Merrill Lynch January 1989 - January 1998
Education
College of Marin 1979 — 1982
Associates, Business
Bindu Joseph's Morgan Stanley Experience January 2004 - December 2008
Job IT Manager at Walgreens Boots Alliance
Industry Information Technology and Services
Experience
Walgreens Boots Alliance August 2015 - Present
Walgreens April 2012 - Present
Walgreens March 2011 - February 2012
Walgreens December 2008 - April 2011
Morgan Stanley January 2004 - December 2008
Discover Financial Services June 1994 - December 2004
Information Management Resources March 1992 - June 1994
Skills
Data Warehousing, SQL, SDLC, Oracle, Business Analysis, Requirements Analysis, Software Project..., ETL, PL/SQL, Requirements Gathering, SOA, Unix
Education
College of Engineering, Trivandrum 1988 — 1992
Masters in Computer Applications, Computer Applications
Walgreens Boots Alliance August 2015 - Present
Walgreens April 2012 - Present
Walgreens March 2011 - February 2012
Walgreens December 2008 - April 2011
Morgan Stanley January 2004 - December 2008
Discover Financial Services June 1994 - December 2004
Information Management Resources March 1992 - June 1994
Skills
Data Warehousing, SQL, SDLC, Oracle, Business Analysis, Requirements Analysis, Software Project..., ETL, PL/SQL, Requirements Gathering, SOA, Unix
Education
College of Engineering, Trivandrum 1988 — 1992
Masters in Computer Applications, Computer Applications
Gwynn Baker Yocco's Morgan Stanley Experience February 2013 - January 2014
Job .
Industry Financial Services
Experience
Cherrington Brotsky Conscious Captial February 2014 - May 2015
Morgan Stanley February 2013 - January 2014
Merrill Lynch January 2009 - February 2013
Atlantic Community Bank May 2006 - November 2008
Skills
Sales, Investments, Customer Service, Strategic Planning, Microsoft Excel, Marketing, Leadership, Insurance, Personal Financial..., Investment Advisory..., Long Term Care Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities
Education
College of Charleston 2002 — 2006
Bachelors Of Science, Business Administration
Patrick Henry Academy
High School
Cherrington Brotsky Conscious Captial February 2014 - May 2015
Morgan Stanley February 2013 - January 2014
Merrill Lynch January 2009 - February 2013
Atlantic Community Bank May 2006 - November 2008
Skills
Sales, Investments, Customer Service, Strategic Planning, Microsoft Excel, Marketing, Leadership, Insurance, Personal Financial..., Investment Advisory..., Long Term Care Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities
Education
College of Charleston 2002 — 2006
Bachelors Of Science, Business Administration
Patrick Henry Academy
High School
James Ronan's Morgan Stanley Experience March 2002 - Present
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2002 - Present
Banc of America Securities August 1998 - March 2002
Ronan & Holmes PC June 1990 - August 1998
Education
King's College London 1986 — 1987
LL.M, International Law
Suffolk University Law School 1983 — 1986
J.D.
College of the Holy Cross 1979 — 1983
B. A., Political Science
Morgan Stanley March 2002 - Present
Banc of America Securities August 1998 - March 2002
Ronan & Holmes PC June 1990 - August 1998
Education
King's College London 1986 — 1987
LL.M, International Law
Suffolk University Law School 1983 — 1986
J.D.
College of the Holy Cross 1979 — 1983
B. A., Political Science
George Ross's Morgan Stanley Experience 2000 - 2007
Job CEO Coatal Franchising LLC Dunkin Donuts
Industry Food & Beverages
Experience
Coastal Franchising LLC 2007 - Present
Morgan Stanley 2000 - 2007
Citigroup 1992 - 2000
Skills
Marketing Strategy, Executive Management, Product Development, Grocery, Franchise Consulting, Distributed Team..., Export, Brand Equity, Brand Development, Market Planning, P&L Responsibility
Education
College of the Holy Cross 1988 — 1992
Economics/ Political Sience
Coastal Franchising LLC 2007 - Present
Morgan Stanley 2000 - 2007
Citigroup 1992 - 2000
Skills
Marketing Strategy, Executive Management, Product Development, Grocery, Franchise Consulting, Distributed Team..., Export, Brand Equity, Brand Development, Market Planning, P&L Responsibility
Education
College of the Holy Cross 1988 — 1992
Economics/ Political Sience
Colleen Erickson's Morgan Stanley Experience 2006 - 2007
Job Senior Registered Branch Office Administrator at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. June 2010 - Present
Morgan Stanley Smith Barney 2007 - 2009
Morgan Stanley 2006 - 2007
Morgan Stanley 2005 - 2006
Morgan Stanley 1999 - 2005
Morgan Stanley 1995 - 1999
Education
College of San Mateo 1981 — 1982
Computer programming
Moorpark College 1974 — 1976
History
UBS Financial Services Inc. June 2010 - Present
Morgan Stanley Smith Barney 2007 - 2009
Morgan Stanley 2006 - 2007
Morgan Stanley 2005 - 2006
Morgan Stanley 1999 - 2005
Morgan Stanley 1995 - 1999
Education
College of San Mateo 1981 — 1982
Computer programming
Moorpark College 1974 — 1976
History
Jim McLellan's Morgan Stanley Experience March 1998 - Present
Job Executive Director, West Power at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 1998 - Present
NYMEX September 1994 - March 1998
Education
College of the Holy Cross 1990 — 1994
BA, Economics
Morgan Stanley March 1998 - Present
NYMEX September 1994 - March 1998
Education
College of the Holy Cross 1990 — 1994
BA, Economics
Robyn Carbonara, GMS-T's Morgan Stanley Experience May 1998 - November 2000
Job International Tax & Compensation Coordinator at Weichert Relocation Resources
Industry Human Resources
Experience
Weichert Workforce Mobility July 2013 - Present
Deloitte December 2010 - June 2013
Deloitte January 2008 - December 2010
The Roosevelt Investment Group May 2006 - October 2007
ING Investment Management May 2001 - May 2006
Morgan Stanley May 1998 - November 2000
Skills
Payroll, Payroll Taxes, Expatriate Management, Expatriate Tax, Global Mobility, Cost Projections, Research, Event Planning, PowerPoint development, PowerPoint, Teaching, Tutoring, Management Consulting, Process Improvement, Business Analysis, Administrative..., Auditing, Customer Service, Tax, Accounting, Human Resources, Strategy, Employee Benefits, Marketing, Policy, Deferred Compensation, International Tax, Analysis, PeopleSoft, Consulting, Tax Accounting, Income Tax, Leadership, Finance, Training, Coaching, Budgets, Performance Management, Business Process..., Change Management, Internal Controls, Leadership Development, Management, Strategic Planning, Vendor Management
Education
Salisbury University 1995 — 1997
BS, Elementary Education
College of Southern Maryland 1993 — 1995
Thomas Stone High School
Weichert Workforce Mobility July 2013 - Present
Deloitte December 2010 - June 2013
Deloitte January 2008 - December 2010
The Roosevelt Investment Group May 2006 - October 2007
ING Investment Management May 2001 - May 2006
Morgan Stanley May 1998 - November 2000
Skills
Payroll, Payroll Taxes, Expatriate Management, Expatriate Tax, Global Mobility, Cost Projections, Research, Event Planning, PowerPoint development, PowerPoint, Teaching, Tutoring, Management Consulting, Process Improvement, Business Analysis, Administrative..., Auditing, Customer Service, Tax, Accounting, Human Resources, Strategy, Employee Benefits, Marketing, Policy, Deferred Compensation, International Tax, Analysis, PeopleSoft, Consulting, Tax Accounting, Income Tax, Leadership, Finance, Training, Coaching, Budgets, Performance Management, Business Process..., Change Management, Internal Controls, Leadership Development, Management, Strategic Planning, Vendor Management
Education
Salisbury University 1995 — 1997
BS, Elementary Education
College of Southern Maryland 1993 — 1995
Thomas Stone High School
Daniel Woodall's Morgan Stanley Experience January 2006 - December 2006
Job Accounting Professional
Industry Accounting
Experience
PHH November 2012 - Present
Morgan Stanley Private Bank September 2010 - May 2012
Ladder Up January 2010 - April 2010
Superior Staffing July 2007 - October 2008
Abanco International LLC December 2006 - April 2007
Morgan Stanley January 2006 - December 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Accounting, QuickBooks, Financial Accounting, Bookkeeping, Financial Analysis, Tax, Financial Reporting, Customer Service, Auditing, Teamwork, Accounts Payable, Income Tax, Access, Outlook, Research, Accounts Receivable
Education
College of Lake County 2007 — 2010
Obtained Bachelor's, Accounting
University of Illinois 2000 — 2004
B.S, Mathematics
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Mathematics
Niles North
PHH November 2012 - Present
Morgan Stanley Private Bank September 2010 - May 2012
Ladder Up January 2010 - April 2010
Superior Staffing July 2007 - October 2008
Abanco International LLC December 2006 - April 2007
Morgan Stanley January 2006 - December 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Accounting, QuickBooks, Financial Accounting, Bookkeeping, Financial Analysis, Tax, Financial Reporting, Customer Service, Auditing, Teamwork, Accounts Payable, Income Tax, Access, Outlook, Research, Accounts Receivable
Education
College of Lake County 2007 — 2010
Obtained Bachelor's, Accounting
University of Illinois 2000 — 2004
B.S, Mathematics
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Mathematics
Niles North
Eric Lastres's Morgan Stanley Experience May 2008 - August 2008
Job Equity Trader at Barclays Capital
Industry Financial Services
Experience
Barclays Capital July 2011 - Present
Barclays Capital June 2010 - August 2010
Sensus Investment Management June 2009 - July 2009
Morgan Stanley May 2008 - August 2008
Deutsche Bank May 2007 - August 2007
Education
Cornell University 2008 — 2011
Finance
College of Mount Saint Vincent
Barclays Capital July 2011 - Present
Barclays Capital June 2010 - August 2010
Sensus Investment Management June 2009 - July 2009
Morgan Stanley May 2008 - August 2008
Deutsche Bank May 2007 - August 2007
Education
Cornell University 2008 — 2011
Finance
College of Mount Saint Vincent
Chris Rennie's Morgan Stanley Experience 2000 - 2005
Job Induction Coordinator of Newark Montclair Urban Teacher Residency
Industry Education Management
Experience
Newark-Montclair Urban Residency Teaching Program January 2012 - Present
DDR Education Associates, LLC 2009 - 2012
Learning Forward 2005 - 2011
Morgan Stanley 2000 - 2005
Prudential Financial 1996 - 2001
Skills
Program Management, SDLC, Leadership Development, Change Management, Instructional Design, Education, Teaching and Learning, Process Improvement, Visio, Project Management, Management, Training, E-Learning, Team Building, Vendor Management, Leadership, Consulting, Organizational..., Hands-on Training, Knowledge Management, Risk Management, Talent Management, Cross-functional Team..., Performance Management, Workshop Facilitation, Business Analysis, Management Consulting, Training Delivery, Learning Management, Enterprise Architecture
Education
Stevens Institute of Technology 1967 — 1969
MS, Pure Mathematics
College of Saint Elizabeth 1961 — 1965
AB, Mathematics
Teachers College of Columbia University
coursework, EdD Mathematics
Newark-Montclair Urban Residency Teaching Program January 2012 - Present
DDR Education Associates, LLC 2009 - 2012
Learning Forward 2005 - 2011
Morgan Stanley 2000 - 2005
Prudential Financial 1996 - 2001
Skills
Program Management, SDLC, Leadership Development, Change Management, Instructional Design, Education, Teaching and Learning, Process Improvement, Visio, Project Management, Management, Training, E-Learning, Team Building, Vendor Management, Leadership, Consulting, Organizational..., Hands-on Training, Knowledge Management, Risk Management, Talent Management, Cross-functional Team..., Performance Management, Workshop Facilitation, Business Analysis, Management Consulting, Training Delivery, Learning Management, Enterprise Architecture
Education
Stevens Institute of Technology 1967 — 1969
MS, Pure Mathematics
College of Saint Elizabeth 1961 — 1965
AB, Mathematics
Teachers College of Columbia University
coursework, EdD Mathematics
Priscilla Sweetlyn JOHN ALWIN's Morgan Stanley Experience November 2003 - July 2005
Job Program Manager, Tata Consultancy Services
Industry Computer Software
Experience
Nationwide Insurance January 2014 - Present
Nationwide Insurance June 2011 - December 2012
USAA December 2008 - May 2011
AXA UK August 2005 - May 2008
Morgan Stanley November 2003 - July 2005
AXA UK May 2001 - October 2003
HTC Global Services June 2000 - January 2001
Education
College of Engineering, Guindy 1995 — 1999
Bachelor of Engineering (B.E.), Civil Engineering
Mount Christian Matriculation Higher Secondary School 1981 — 1995
Nationwide Insurance January 2014 - Present
Nationwide Insurance June 2011 - December 2012
USAA December 2008 - May 2011
AXA UK August 2005 - May 2008
Morgan Stanley November 2003 - July 2005
AXA UK May 2001 - October 2003
HTC Global Services June 2000 - January 2001
Education
College of Engineering, Guindy 1995 — 1999
Bachelor of Engineering (B.E.), Civil Engineering
Mount Christian Matriculation Higher Secondary School 1981 — 1995
Bradford Rawlings's Morgan Stanley Experience April 1997 - April 1998
Job Senior Financial Advisor Vice President Bank of America Merrill Lynch Wealth Managment
Industry Financial Services
Experience
Bank of America Merrill Lynch April 1998 - Present
Morgan Stanley April 1997 - April 1998
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Retirement, Investment Strategies, Series 65, Investments, Strategic Financial..., Financial Advisory
Education
College of Charleston 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations / Accounting
Bank of America Merrill Lynch April 1998 - Present
Morgan Stanley April 1997 - April 1998
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Retirement, Investment Strategies, Series 65, Investments, Strategic Financial..., Financial Advisory
Education
College of Charleston 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations / Accounting
Danny Ocampo's Morgan Stanley Experience March 1998 - July 2013
Job Enterprise Risk Manager
Industry Financial Services
Experience
Morgan Stanley March 1998 - July 2013
Skills
Risk Management, Financial Risk, Financial Analysis, Financial Services, Operational Risk..., Information Security, Information Technology, Risk Assessment, Data Security, Enterprise Risk..., Computer Security, Business Process Risk, Knowledge Management, Strategic Management of..., Customer Centric..., Risk Recognition,..., Managing in a Global..., Ethical Risk Management, Financial Management, Strategic Marketing, Transformational..., Change Management
Education
New York University 2010 — 2015
Masters, Enterprise Risk Management
College of the Holy Cross 1991 — 1995
Bachelor of Science (BS)
Morgan Stanley March 1998 - July 2013
Skills
Risk Management, Financial Risk, Financial Analysis, Financial Services, Operational Risk..., Information Security, Information Technology, Risk Assessment, Data Security, Enterprise Risk..., Computer Security, Business Process Risk, Knowledge Management, Strategic Management of..., Customer Centric..., Risk Recognition,..., Managing in a Global..., Ethical Risk Management, Financial Management, Strategic Marketing, Transformational..., Change Management
Education
New York University 2010 — 2015
Masters, Enterprise Risk Management
College of the Holy Cross 1991 — 1995
Bachelor of Science (BS)
Jennifer Cloney Cole's Morgan Stanley Experience April 2004 - March 2006
Job ★ Driving Business Forward ♦ Leadership & Innovation ♦ Big Data Expert ► Advanced Business Intelligence Strategist
Industry Financial Services
Experience
Bank of New York Mellon March 2006 - Present
BNY Mellon March 2006 - Present
ECommerce Technology Start-up March 2011 - March 2012
Morgan Stanley April 2004 - March 2006
Morgan Stanley July 2001 - July 2004
Morgan Stanley April 1996 - July 2001
Miller, Anderson and Sherrerd, LLC October 1993 - April 1996
HEM Pharmaceuticals April 1991 - October 1993
Viking Systems January 1989 - April 1991
Skills
Data Warehousing, Business Analysis, Big Data, Management, Strategic Leadership, Innovation Development, Data Analytics, Entrepreneurship, Investment Management, Venture Capital, Agile Project Management, Data Governance, Engaging Public Speaker, Strategic Consulting, Growth Strategies, Organizational..., Trend Forecasting, New Market Expansion, Global Mobility, Cloud-based, Financial Markets, Strategic Business..., Change Catalyst, Digital Media..., Innovation Consulting, Alternative Investments, Financial Services, Start-ups, Strategy, Risk Management, Analytics, Leadership, Consulting
Education
College of the Holy Cross
Bachelor of Arts (BA), Mathematics
Drexel University
Master of Science (MS), Computer Science, GPA: 3.7
Bank of New York Mellon March 2006 - Present
BNY Mellon March 2006 - Present
ECommerce Technology Start-up March 2011 - March 2012
Morgan Stanley April 2004 - March 2006
Morgan Stanley July 2001 - July 2004
Morgan Stanley April 1996 - July 2001
Miller, Anderson and Sherrerd, LLC October 1993 - April 1996
HEM Pharmaceuticals April 1991 - October 1993
Viking Systems January 1989 - April 1991
Skills
Data Warehousing, Business Analysis, Big Data, Management, Strategic Leadership, Innovation Development, Data Analytics, Entrepreneurship, Investment Management, Venture Capital, Agile Project Management, Data Governance, Engaging Public Speaker, Strategic Consulting, Growth Strategies, Organizational..., Trend Forecasting, New Market Expansion, Global Mobility, Cloud-based, Financial Markets, Strategic Business..., Change Catalyst, Digital Media..., Innovation Consulting, Alternative Investments, Financial Services, Start-ups, Strategy, Risk Management, Analytics, Leadership, Consulting
Education
College of the Holy Cross
Bachelor of Arts (BA), Mathematics
Drexel University
Master of Science (MS), Computer Science, GPA: 3.7
Phillip Barger's Morgan Stanley Experience May 2012 - February 2013
Job Sales Executive at SNL Financial
Industry Oil & Energy
Experience
SNL Financial June 2015 - Present
WealthEngine February 2013 - May 2015
WealthEngine February 2013 - September 2013
Morgan Stanley May 2012 - February 2013
Deutsche Bank August 2010 - August 2011
Tandem Investment Advisors, Inc. October 2009 - May 2010
First Financial Services, Inc. October 2008 - March 2009
Skills
Bloomberg, Financial Analysis, Investments, Equities, Hedge Funds, Microsoft Excel, Capital Markets, Fixed Income, Asset Managment, Finance, Sales, Due Diligence, Financial Modeling, Asset Management, Business Development, Microsoft Office, Public Relations, Series 7, Portfolio Management, Salesforce.com, Social Media, Valuation, Alternative Investments, Leadership, Series 63, Risk Management, Wealth Management, Event Planning, Financial Services, Public Speaking, Economics, Investment Banking, Analysis, Credit Risk, Marketing, Strategic Planning, Derivatives, Mergers & Acquisitions, Social Networking
Education
College of Charleston 2006 — 2010
Bachelor of Arts (B.A.)
College of Charleston
SNL Financial June 2015 - Present
WealthEngine February 2013 - May 2015
WealthEngine February 2013 - September 2013
Morgan Stanley May 2012 - February 2013
Deutsche Bank August 2010 - August 2011
Tandem Investment Advisors, Inc. October 2009 - May 2010
First Financial Services, Inc. October 2008 - March 2009
Skills
Bloomberg, Financial Analysis, Investments, Equities, Hedge Funds, Microsoft Excel, Capital Markets, Fixed Income, Asset Managment, Finance, Sales, Due Diligence, Financial Modeling, Asset Management, Business Development, Microsoft Office, Public Relations, Series 7, Portfolio Management, Salesforce.com, Social Media, Valuation, Alternative Investments, Leadership, Series 63, Risk Management, Wealth Management, Event Planning, Financial Services, Public Speaking, Economics, Investment Banking, Analysis, Credit Risk, Marketing, Strategic Planning, Derivatives, Mergers & Acquisitions, Social Networking
Education
College of Charleston 2006 — 2010
Bachelor of Arts (B.A.)
College of Charleston
Edison Parzanese's Morgan Stanley Experience June 2012 - Present
Job Credit Sales Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Morgan Stanley June 2011 - June 2012
General Electric Capital June 2009 - August 2009
Mercer June 2008 - August 2008
Skills
Fixed Income, Finance, Financial Analysis, Credit
Education
University of Notre Dame 2010 — 2011
MBA, Corporate Finance, Investments
College of the Holy Cross 2006 — 2010
Bachelor of Arts, Economics
Morgan Stanley June 2012 - Present
Morgan Stanley June 2011 - June 2012
General Electric Capital June 2009 - August 2009
Mercer June 2008 - August 2008
Skills
Fixed Income, Finance, Financial Analysis, Credit
Education
University of Notre Dame 2010 — 2011
MBA, Corporate Finance, Investments
College of the Holy Cross 2006 — 2010
Bachelor of Arts, Economics
Dave Seger's Morgan Stanley Experience February 2005 - April 2006
Job VP Sales Officer at FTN Financial
Industry Financial Services
Experience
TM Seger Claim Service Inc. VP Sales OfficerFTN FinancialNovember 2010 - June 2011
Banc of America Securities LLC July 2006 - July 2010
Morgan Stanley February 2005 - April 2006
Skills
Licensed Private...
Education
College of the Holy Cross 2000 — 2004
Bachelor of Sciences, Sociology
Phillips Exeter Academy 1999 — 2000
Duxbury High School 1996 — 1999
TM Seger Claim Service Inc. VP Sales OfficerFTN FinancialNovember 2010 - June 2011
Banc of America Securities LLC July 2006 - July 2010
Morgan Stanley February 2005 - April 2006
Skills
Licensed Private...
Education
College of the Holy Cross 2000 — 2004
Bachelor of Sciences, Sociology
Phillips Exeter Academy 1999 — 2000
Duxbury High School 1996 — 1999
Vijaya More's Morgan Stanley Experience January 2013 - December 2014
Job Graduate Student at Colorado State University
Industry Computer Software
Experience
Morgan Stanley January 2013 - December 2014
Morgan Stanley August 2011 - December 2012
Symantec August 2010 - May 2011
Skills
Java, Java Enterprise Edition, Core Java, Data Structures, Servlets, Spring, Shell Scripting, C, C++, CXF, JUnit, Oracle, Hadoop, MapReduce, Big Data, Big Data Analytics
Education
Colorado State University 2015 — 2017
Master's degree, Computer Science
College of Engineering Pune 2007 — 2011
Bachelor of Technology (B.Tech.), Computer/Information Technology, 9.23/10
Yashwantrao Chavan Institute of Science ,Satara 2005 — 2007
HSC
Morgan Stanley January 2013 - December 2014
Morgan Stanley August 2011 - December 2012
Symantec August 2010 - May 2011
Skills
Java, Java Enterprise Edition, Core Java, Data Structures, Servlets, Spring, Shell Scripting, C, C++, CXF, JUnit, Oracle, Hadoop, MapReduce, Big Data, Big Data Analytics
Education
Colorado State University 2015 — 2017
Master's degree, Computer Science
College of Engineering Pune 2007 — 2011
Bachelor of Technology (B.Tech.), Computer/Information Technology, 9.23/10
Yashwantrao Chavan Institute of Science ,Satara 2005 — 2007
HSC
Kathleen Slemp's Morgan Stanley Experience January 2008 - June 2009
Job Experienced Administration/Financials, Office Manager, Client ServiceFinanical Industry
Industry Financial Services
Experience
Sodexo/Buffalo General Medical Center July 2010 - June 2015
Morgan Stanley January 2008 - June 2009
Gustin Accountancy Corp - CPA's January 2002 - October 2008
Skills
Multi-task, Organized,..., Power Point, Proficient...
Education
College of the Canyons 2000 — 2008
Liberal Arts and Sciences/Liberal Studies/Small Business, 3.5
Van Nuys College of Business 1983 — 1984
Certificate of Business, Business Administration and Management, General, 3.5
Sodexo/Buffalo General Medical Center July 2010 - June 2015
Morgan Stanley January 2008 - June 2009
Gustin Accountancy Corp - CPA's January 2002 - October 2008
Skills
Multi-task, Organized,..., Power Point, Proficient...
Education
College of the Canyons 2000 — 2008
Liberal Arts and Sciences/Liberal Studies/Small Business, 3.5
Van Nuys College of Business 1983 — 1984
Certificate of Business, Business Administration and Management, General, 3.5
Brian Boland's Morgan Stanley Experience 2005 - 2008
Job Finance Leader Financial Systems at MasterCard
Industry Apparel & Fashion
Experience
MasterCard June 2013 - Present
Warnaco February 2008 - Present
Morgan Stanley 2005 - 2008
Kraft Foods 2000 - 2004
Skills
Essbase, Financial Systems, Hyperion Enterprise, Hyperion Planning, Business Intelligence, Consolidation, Financial Reporting
Education
College of the Holy Cross
BS, Economics & Sociology
MasterCard June 2013 - Present
Warnaco February 2008 - Present
Morgan Stanley 2005 - 2008
Kraft Foods 2000 - 2004
Skills
Essbase, Financial Systems, Hyperion Enterprise, Hyperion Planning, Business Intelligence, Consolidation, Financial Reporting
Education
College of the Holy Cross
BS, Economics & Sociology
John Lindon's Morgan Stanley Experience 1982 - 1995
Job Managing Director at HSBC
Industry Financial Services
Experience
HSBC July 2012 - Present
HSBC July 2011 - July 2012
Bank of America 1995 - 2010
Morgan Stanley 1982 - 1995
AG Becker 1979 - 1982
Education
College of the Holy Cross
HSBC July 2012 - Present
HSBC July 2011 - July 2012
Bank of America 1995 - 2010
Morgan Stanley 1982 - 1995
AG Becker 1979 - 1982
Education
College of the Holy Cross
Deborah Burch's Morgan Stanley Experience January 2000 - January 2006
Job Tax Specialist at H & R Block
Industry Financial Services
Experience
H&R Block September 2009 - Present
BusinesSuites October 2010 - July 2011
Air Design Technologies December 2008 - September 2010
Creative Loafing Newspaper May 2006 - November 2008
Morgan Stanley January 2000 - January 2006
Sunrise Hospital June 1998 - October 1999
Skills
Customer Service, Data Entry, Office Management, Accounts Receivable
Education
College of Southern Nevada
Los Angeles Trade Technical College
Manual Arts High School
Urban League Occupational Center
H&R Block September 2009 - Present
BusinesSuites October 2010 - July 2011
Air Design Technologies December 2008 - September 2010
Creative Loafing Newspaper May 2006 - November 2008
Morgan Stanley January 2000 - January 2006
Sunrise Hospital June 1998 - October 1999
Skills
Customer Service, Data Entry, Office Management, Accounts Receivable
Education
College of Southern Nevada
Los Angeles Trade Technical College
Manual Arts High School
Urban League Occupational Center
darren spurrier's Morgan Stanley Experience January 2010 - May 2010
Job jobseeker/ full time student at na
Industry Financial Services
Experience
na mortgage processorHeart Financial ServicesJuly 2010 - May 2011
Morgan Stanley January 2010 - May 2010
Bank of American Fork April 2009 - September 2009
Dick's Sporting Goods November 2007 - January 2009
CNAII magic chef January 2008 - September 2008
HSBC Mortgage Services June 1997 - June 2007
Harris Bank June 1995 - June 1997
Education
Roosevelt University 2010 — 2012
still working, bachelor in criminal justice/minor in psychology
College of DuPage 2009 — 2010
associates of arts, genetal studies
na mortgage processorHeart Financial ServicesJuly 2010 - May 2011
Morgan Stanley January 2010 - May 2010
Bank of American Fork April 2009 - September 2009
Dick's Sporting Goods November 2007 - January 2009
CNAII magic chef January 2008 - September 2008
HSBC Mortgage Services June 1997 - June 2007
Harris Bank June 1995 - June 1997
Education
Roosevelt University 2010 — 2012
still working, bachelor in criminal justice/minor in psychology
College of DuPage 2009 — 2010
associates of arts, genetal studies
Colleen Prostor's Morgan Stanley Experience July 2003 - July 2011
Job
Industry
Experience
Morgan Stanley July 2003 - July 2011
Lehman Brothers 1998 - 2000
Education
Fordham University 2004 — 2008
Master of Business Administration (M.B.A.), Finance and Business Management
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.), Economics
Morgan Stanley July 2003 - July 2011
Lehman Brothers 1998 - 2000
Education
Fordham University 2004 — 2008
Master of Business Administration (M.B.A.), Finance and Business Management
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.), Economics
Alicia Flanagan's Morgan Stanley Experience June 1993 - September 1998
Job Senior Client Service Professional at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2007 - Present
JPMorgan Chase October 1998 - November 2007
Morgan Stanley June 1993 - September 1998
Education
College of Saint Elizabeth 2010 — 2012
Master of Business Administration (M.B.A.), Organizational Leadership
College of Saint Elizabeth 2006 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
JPMorgan Chase November 2007 - Present
JPMorgan Chase October 1998 - November 2007
Morgan Stanley June 1993 - September 1998
Education
College of Saint Elizabeth 2010 — 2012
Master of Business Administration (M.B.A.), Organizational Leadership
College of Saint Elizabeth 2006 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Pallavi Agarwal's Morgan Stanley Experience August 2012 - August 2014
Job Student at University of California, San Diego
Industry Computer Software
Experience
University of California, San Diego September 2014 - Present
Morgan Stanley August 2012 - August 2014
Olacabs.com June 2012 - August 2012
Skills
C, C++, Java, JavaScript, Python, Perl, Data Structures, Ruby on Rails, Linux, Equities, Investment Banking, Fixed Income, Hedge Funds, Valuation, Capital Markets, HTML, Oracle Database, MySQL, XML, Operating Systems
Education
University of California, San Diego 2014 — 2016
Master's degree, Computer Science
College of Engineering Pune 2008 — 2012
Bachelor of Technology (B.Tech.), Computer Engineering, 8.85/10
University of California, San Diego September 2014 - Present
Morgan Stanley August 2012 - August 2014
Olacabs.com June 2012 - August 2012
Skills
C, C++, Java, JavaScript, Python, Perl, Data Structures, Ruby on Rails, Linux, Equities, Investment Banking, Fixed Income, Hedge Funds, Valuation, Capital Markets, HTML, Oracle Database, MySQL, XML, Operating Systems
Education
University of California, San Diego 2014 — 2016
Master's degree, Computer Science
College of Engineering Pune 2008 — 2012
Bachelor of Technology (B.Tech.), Computer Engineering, 8.85/10
Patrick McDevitt's Morgan Stanley Experience August 2012 - August 2013
Job Regestered Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley August 2012 - August 2013
Cowen and Company June 2010 - August 2010
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Portfolio Management, Equities, Retirement Planning, Financial Services, Series 63, Asset Management, Fixed Income, Strategic Financial...
Education
College of Charleston 2008 — 2012
Bachelor of Arts (BA), Corporate Communication
Rider University 2007 — 2008
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley August 2012 - August 2013
Cowen and Company June 2010 - August 2010
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Portfolio Management, Equities, Retirement Planning, Financial Services, Series 63, Asset Management, Fixed Income, Strategic Financial...
Education
College of Charleston 2008 — 2012
Bachelor of Arts (BA), Corporate Communication
Rider University 2007 — 2008
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS