Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Taylor René Lane Taylor René Lane's Morgan Stanley Experience June 2014 - August 2014
Job Commodities Summer Analyst at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley June 2014 - August 2014
Eric Weissmann for Congress February 2012 - June 2012
Education
Colorado School of Mines 2014 — 2015
MS in International Political Economy of Resources
University of Colorado Boulder 2010 — 2013
BA in Russian Studies, Economics
Lomonosov Moscow State University (MSU) 2010 — 2010
Independent Study Abroad, Russian
Morgan Stanley June 2014 - August 2014
Eric Weissmann for Congress February 2012 - June 2012
Education
Colorado School of Mines 2014 — 2015
MS in International Political Economy of Resources
University of Colorado Boulder 2010 — 2013
BA in Russian Studies, Economics
Lomonosov Moscow State University (MSU) 2010 — 2010
Independent Study Abroad, Russian
Jesse Weiner's Morgan Stanley Experience December 2009 - January 2010
Job Equity Research Associate at Stifel
Industry Capital Markets
Experience
Stifel Financial Corp. August 2014 - Present
Stifel Financial Corp. June 2014 - August 2014
CSU Investment Fund January 2014 - May 2014
tw telecom May 2013 - August 2013
Tendril May 2012 - August 2012
Morgan Stanley December 2009 - January 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Valuation, Bloomberg, Research, Investment Management, Capital Markets, Financial Forecasting, Equity Derivatives, Risk Management
Education
Colorado State University 2009 — 2014
Bachelor, Science Business Administration; Finance, Senior
Stifel Financial Corp. August 2014 - Present
Stifel Financial Corp. June 2014 - August 2014
CSU Investment Fund January 2014 - May 2014
tw telecom May 2013 - August 2013
Tendril May 2012 - August 2012
Morgan Stanley December 2009 - January 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Valuation, Bloomberg, Research, Investment Management, Capital Markets, Financial Forecasting, Equity Derivatives, Risk Management
Education
Colorado State University 2009 — 2014
Bachelor, Science Business Administration; Finance, Senior
Peter Hines's Morgan Stanley Experience June 2015 - July 2015
Job Student at College of the Holy Cross
Industry
Experience
2020 Onsite July 2015 - Present
Morgan Stanley June 2015 - July 2015
YMCA of the North Shore December 2013 - January 2014
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Spanish, Fundraising, Research
Education
College of the Holy Cross 2012 — 2016
History
College of the Holy Cross 2012 — 2016
Bachelor of Arts (B.A.), History
2020 Onsite July 2015 - Present
Morgan Stanley June 2015 - July 2015
YMCA of the North Shore December 2013 - January 2014
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Spanish, Fundraising, Research
Education
College of the Holy Cross 2012 — 2016
History
College of the Holy Cross 2012 — 2016
Bachelor of Arts (B.A.), History
Richard Drobner Richard Drobner's Morgan Stanley Experience February 2015 - Present
Job Project Management Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Bank of Tokyo-Mitsubishi UFJ June 2012 - October 2014
SunGard Global Services June 2007 - May 2012
Credit Suisse September 2006 - March 2007
Acorn Systems April 2002 - August 2006
Accenture April 1998 - March 2002
KPMG 1995 - 1998
Grant Thornton LLP 1991 - 1995
Skills
Management Consulting, Financial Services, Business Process, Integration, Financial Modeling, Mergers & Acquisitions, Outsourcing, Program Management, Project Planning, Business Development, Management, CRM, Finance, Strategy, Business Analysis, Project Management, Product Management, Mergers, Strategic Planning, Business Strategy, Business Intelligence, Professional Services, Corporate Finance, PMO, Budgets, SDLC, Business Process..., Enterprise Architecture, Vendor Management, Change Management, Risk Management, Analysis, Governance, IT Strategy, Consulting, Business Transformation, Process Improvement, Analytics, Leadership, Testing, Software Development
Education
Columbia Engineering 1990 — 1991
MS, Industrial Engineering
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance
Lafayette College 1982 — 1986
BS, Chemical Engineering
Peddie School, Hightstown, NJ 1979 — 1982
Morgan Stanley February 2015 - Present
Bank of Tokyo-Mitsubishi UFJ June 2012 - October 2014
SunGard Global Services June 2007 - May 2012
Credit Suisse September 2006 - March 2007
Acorn Systems April 2002 - August 2006
Accenture April 1998 - March 2002
KPMG 1995 - 1998
Grant Thornton LLP 1991 - 1995
Skills
Management Consulting, Financial Services, Business Process, Integration, Financial Modeling, Mergers & Acquisitions, Outsourcing, Program Management, Project Planning, Business Development, Management, CRM, Finance, Strategy, Business Analysis, Project Management, Product Management, Mergers, Strategic Planning, Business Strategy, Business Intelligence, Professional Services, Corporate Finance, PMO, Budgets, SDLC, Business Process..., Enterprise Architecture, Vendor Management, Change Management, Risk Management, Analysis, Governance, IT Strategy, Consulting, Business Transformation, Process Improvement, Analytics, Leadership, Testing, Software Development
Education
Columbia Engineering 1990 — 1991
MS, Industrial Engineering
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance
Lafayette College 1982 — 1986
BS, Chemical Engineering
Peddie School, Hightstown, NJ 1979 — 1982
Bobby Dulaney Bobby Dulaney's Morgan Stanley Experience April 2007 - September 2007
Job Financial Services Professional
Industry Financial Services
Experience
H&M Executive Administrative AssistantBellevue Hospital CenterJuly 2009 - November 2009
J.P. Morgan April 2008 - July 2008
Allianz Global Investors November 2007 - February 2008
Morgan Stanley April 2007 - September 2007
Merrill Lynch October 2006 - February 2007
Skills
Fixed Income, Account Reconciliation, Research
Education
Columbia College Chicago 1994 — 1998
H&M Executive Administrative AssistantBellevue Hospital CenterJuly 2009 - November 2009
J.P. Morgan April 2008 - July 2008
Allianz Global Investors November 2007 - February 2008
Morgan Stanley April 2007 - September 2007
Merrill Lynch October 2006 - February 2007
Skills
Fixed Income, Account Reconciliation, Research
Education
Columbia College Chicago 1994 — 1998
Emily Zhu Emily Zhu's Morgan Stanley Experience 2005 - 2005
Job Attorney
Industry Law Practice
Experience
White & Case LLP 2012 - 2013
Kirkland & Ellis LLP 2011 - 2012
Credit Suisse 2006 - 2008
Morgan Stanley 2005 - 2005
Skills
Capital Markets, Corporate Finance, High Yield
Education
Columbia Law School 2008 — 2011
J.D.
Columbia College (NY)
B.A., Economics, Mathematics
White & Case LLP 2012 - 2013
Kirkland & Ellis LLP 2011 - 2012
Credit Suisse 2006 - 2008
Morgan Stanley 2005 - 2005
Skills
Capital Markets, Corporate Finance, High Yield
Education
Columbia Law School 2008 — 2011
J.D.
Columbia College (NY)
B.A., Economics, Mathematics
John T. Tran, PMP John T. Tran, PMP's Morgan Stanley Experience 1999 - 2000
Job Oil and Gas Financial Manager
Industry Oil & Energy
Experience
C.T. Bauer College of Business August 2014 - Present
Deloitte 2010 - 2014
Accenture 2005 - 2010
Accenture 2000 - 2004
Morgan Stanley 1999 - 2000
Century Link (formerly Qwest Communications) 1996 - 1999
Skills
Business Process, Business Analysis, SAP, Integration, Requirements Analysis, Change Management, Analysis, Financial Analysis, Forecasting, Project Management, Management, Financial Reporting, IT Strategy, SAP R/3, Business Process..., Finance, Project Planning, Strategic Planning, SAP ERP, Performance Management, Internal Controls, Finance Transformation, SAP Implementation, Portfolio Management, Solution Architecture, Banking, Financial Modeling, Business Intelligence, Managerial Finance, Business Transformation, Team Management, Management Consulting, Product Management, Financial Services, Consulting
Education
University of Houston, C.T. Bauer College of Business
Master of Science in Accountancy
Colorado State University
Business Administration, Finance
C.T. Bauer College of Business August 2014 - Present
Deloitte 2010 - 2014
Accenture 2005 - 2010
Accenture 2000 - 2004
Morgan Stanley 1999 - 2000
Century Link (formerly Qwest Communications) 1996 - 1999
Skills
Business Process, Business Analysis, SAP, Integration, Requirements Analysis, Change Management, Analysis, Financial Analysis, Forecasting, Project Management, Management, Financial Reporting, IT Strategy, SAP R/3, Business Process..., Finance, Project Planning, Strategic Planning, SAP ERP, Performance Management, Internal Controls, Finance Transformation, SAP Implementation, Portfolio Management, Solution Architecture, Banking, Financial Modeling, Business Intelligence, Managerial Finance, Business Transformation, Team Management, Management Consulting, Product Management, Financial Services, Consulting
Education
University of Houston, C.T. Bauer College of Business
Master of Science in Accountancy
Colorado State University
Business Administration, Finance
Ludgardo Justiniano Ludgardo Justiniano's Morgan Stanley Experience August 2002 - August 2006
Job Application Production Support for SMBC
Industry Information Technology and Services
Experience
Sumitomo Mitsui Banking Corporation March 2015 - Present
King Street Capital Management December 2013 - August 2014
Stone Harbor Investment Partners February 2013 - November 2013
Soros Fund Management August 2006 - October 2012
Soros Fund Management LLC August 2006 - October 2012
Morgan Stanley August 2002 - August 2006
Morgan Stanley August 2002 - August 2006
Skills
Derivatives, Market Data, Electronic Trading, Trading, Trading Systems, Equities, Bloomberg, Hedge Funds, Fixed Income, Bloomberg Terminal, Trading System, Data Center, Infrastructure, Vendor Management, Software Project..., Exchange Connectivity, Business Intelligence, Visio, Disaster Recovery, Reuters 3000, Troubleshooting, Microsoft Technologies, Enterprise Software, People-oriented, End User Training, Asset Managment, Options, Equity Research, Investment Banking, Portfolio Management, Leadership, Project Management, Integration, Bonds, Sybase, Software Documentation, VBA, Prime Brokerage, Emerging Markets, Asset Management, FX Options, Investments, Middle Office, Commodity, Technical Analysis, Equity Trading, Financial Markets, Capital Markets, Equity Derivatives, Credit Derivatives
Education
Colorado Technical University 2011 — 2015
Bachelors of Science, Finance
Colorado Technical University 2011 — 2014
Finance, 3.94
Rutgers - Beacon Institute 1999 — 2000
Computer Infrastructure
Sumitomo Mitsui Banking Corporation March 2015 - Present
King Street Capital Management December 2013 - August 2014
Stone Harbor Investment Partners February 2013 - November 2013
Soros Fund Management August 2006 - October 2012
Soros Fund Management LLC August 2006 - October 2012
Morgan Stanley August 2002 - August 2006
Morgan Stanley August 2002 - August 2006
Skills
Derivatives, Market Data, Electronic Trading, Trading, Trading Systems, Equities, Bloomberg, Hedge Funds, Fixed Income, Bloomberg Terminal, Trading System, Data Center, Infrastructure, Vendor Management, Software Project..., Exchange Connectivity, Business Intelligence, Visio, Disaster Recovery, Reuters 3000, Troubleshooting, Microsoft Technologies, Enterprise Software, People-oriented, End User Training, Asset Managment, Options, Equity Research, Investment Banking, Portfolio Management, Leadership, Project Management, Integration, Bonds, Sybase, Software Documentation, VBA, Prime Brokerage, Emerging Markets, Asset Management, FX Options, Investments, Middle Office, Commodity, Technical Analysis, Equity Trading, Financial Markets, Capital Markets, Equity Derivatives, Credit Derivatives
Education
Colorado Technical University 2011 — 2015
Bachelors of Science, Finance
Colorado Technical University 2011 — 2014
Finance, 3.94
Rutgers - Beacon Institute 1999 — 2000
Computer Infrastructure
Michael Kiley Michael Kiley's Morgan Stanley Experience January 1999 - January 2003
Job President & CEO at Security Benefit
Industry Financial Services
Experience
Guggenheim Investments March 2012 - Present
Security Benefit July 2010 - Present
Van Kampen Investments January 2003 - April 2008
Morgan Stanley January 1999 - January 2003
Travelers Portfolio Group September 1996 - December 1998
AXA Equitable October 1994 - September 1996
Education
College of the Holy Cross
Guggenheim Investments March 2012 - Present
Security Benefit July 2010 - Present
Van Kampen Investments January 2003 - April 2008
Morgan Stanley January 1999 - January 2003
Travelers Portfolio Group September 1996 - December 1998
AXA Equitable October 1994 - September 1996
Education
College of the Holy Cross
Shaun Searle Shaun Searle's Morgan Stanley Experience July 2001 - July 2006
Job Financial Advisor at Harbor Wealth Management, LLC.
Industry Investment Management
Experience
Harbor Wealth Management, LLC July 2006 - Present
Morgan Stanley July 2001 - July 2006
Merrill Lynch July 1998 - July 2001
Skills
Wealth Management, Investment Strategies, Investments, Asset Allocation, Equities, Asset Management, Investment Advisory, Portfolio Management, Mutual Funds, Retirement Planning, Fixed Income, Alternative Investments, Series 7, Wealth Management..., Investment Management
Education
Colorado Christian University 1981 — 1986
Communication, General
Harbor Wealth Management, LLC July 2006 - Present
Morgan Stanley July 2001 - July 2006
Merrill Lynch July 1998 - July 2001
Skills
Wealth Management, Investment Strategies, Investments, Asset Allocation, Equities, Asset Management, Investment Advisory, Portfolio Management, Mutual Funds, Retirement Planning, Fixed Income, Alternative Investments, Series 7, Wealth Management..., Investment Management
Education
Colorado Christian University 1981 — 1986
Communication, General
Ryan McLaws Ryan McLaws's Morgan Stanley Experience June 2007 - December 2008
Job Senior Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2013 - Present
Pierce and Associates November 2013 - June 2015
JP Morgan Chase December 2008 - August 2013
Morgan Stanley June 2007 - December 2008
Fidelity Investments January 2007 - June 2007
Skills
Project Management, Finance, Analytics, Business, Retirement Planning, Microsoft Office, Microsoft Suites, Microsoft CRM, Access, AS400 system, SharePoint, Visio, MS Project, KPI Reports, Remediation, Scorecard Management, Financial Services, Customer Service, Analysis, Investments, Banking, Microsoft Excel
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Columbia College 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Loyola University of Chicago 2011 — 2011
Associate's degree, Project Management
Tooele High School 1990 — 1994
Northern Trust August 2013 - Present
Pierce and Associates November 2013 - June 2015
JP Morgan Chase December 2008 - August 2013
Morgan Stanley June 2007 - December 2008
Fidelity Investments January 2007 - June 2007
Skills
Project Management, Finance, Analytics, Business, Retirement Planning, Microsoft Office, Microsoft Suites, Microsoft CRM, Access, AS400 system, SharePoint, Visio, MS Project, KPI Reports, Remediation, Scorecard Management, Financial Services, Customer Service, Analysis, Investments, Banking, Microsoft Excel
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Columbia College 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Loyola University of Chicago 2011 — 2011
Associate's degree, Project Management
Tooele High School 1990 — 1994
RJ Irving's Morgan Stanley Experience October 2011 - December 2013
Job CEO | Connecting Financial Advisors and Millennials | Accelerating Effectiveness of Corporate Wellness Programs
Industry Financial Services
Experience
Melius September 2014 - Present
Morgan Stanley October 2011 - December 2013
New England Financial February 2007 - October 2011
Cintas July 2004 - January 2007
Skills
Leadership, Strategic Planning, Entrepreneurship, Start-ups, FinTech, Financial Services, Management, Investments, Retirement Planning, Financial Planning, Finance, Business Development, Insurance, Mutual Funds, Retirement, Financial Advisory, Portfolio Management, Wealth Management, Sales, Marketing, Employee Benefits
Education
College of the Holy Cross 2000 — 2004
BA, Psychology
Tabor Academy 1997 — 2000
Lincoln-Sudbury HS 1995 — 1998
Melius September 2014 - Present
Morgan Stanley October 2011 - December 2013
New England Financial February 2007 - October 2011
Cintas July 2004 - January 2007
Skills
Leadership, Strategic Planning, Entrepreneurship, Start-ups, FinTech, Financial Services, Management, Investments, Retirement Planning, Financial Planning, Finance, Business Development, Insurance, Mutual Funds, Retirement, Financial Advisory, Portfolio Management, Wealth Management, Sales, Marketing, Employee Benefits
Education
College of the Holy Cross 2000 — 2004
BA, Psychology
Tabor Academy 1997 — 2000
Lincoln-Sudbury HS 1995 — 1998
Andrickson Alix Andrickson Alix's Morgan Stanley Experience October 2007 - February 2010
Job Records Supervisor
Industry Legal Services
Experience
Document Technologies June 2011 - December 2014
Custom Staffing, Inc. January 2011 - May 2011
Morgan Stanley October 2007 - February 2010
Custom Staffing, Inc. 2010 - 2010
deltaforcelegal 2005 - 2008
BNP Paribas March 2007 - September 2007
Dewey & Lebouef LLP March 2003 - February 2007
Forrest Solutions Group 2003 - 2007
Skills
Records Management, Customer Service, Microsoft Office, Policy, Records, Outlook, Administration, Word, Excel, Imaging, Recruiting, Microsoft Word, Data Entry, Management, Human Resources, Databases, Software Documentation, Microsoft Excel, Document Management, Litigation Support
Education
Colorado Technical University 2007 — 2009
Associate, Criminal Justice
Colorado Technical University-Online 2007 — 2009
Associate's degree, Science in Criminal Justice
Grover Cleveland 1999 — 2002
Document Technologies June 2011 - December 2014
Custom Staffing, Inc. January 2011 - May 2011
Morgan Stanley October 2007 - February 2010
Custom Staffing, Inc. 2010 - 2010
deltaforcelegal 2005 - 2008
BNP Paribas March 2007 - September 2007
Dewey & Lebouef LLP March 2003 - February 2007
Forrest Solutions Group 2003 - 2007
Skills
Records Management, Customer Service, Microsoft Office, Policy, Records, Outlook, Administration, Word, Excel, Imaging, Recruiting, Microsoft Word, Data Entry, Management, Human Resources, Databases, Software Documentation, Microsoft Excel, Document Management, Litigation Support
Education
Colorado Technical University 2007 — 2009
Associate, Criminal Justice
Colorado Technical University-Online 2007 — 2009
Associate's degree, Science in Criminal Justice
Grover Cleveland 1999 — 2002
Joe Miller's Morgan Stanley Experience December 2009 - March 2011
Job Director of Business Development at SoulCycle
Industry Health, Wellness and Fitness
Experience
SoulCycle September 2014 - Present
HourlyNerd March 2013 - Present
Equinox March 2011 - August 2012
Morgan Stanley December 2009 - March 2011
JP Morgan June 2008 - December 2009
Skills
Business Strategy, Business Development, General Management, Fitness Industry, Operating Budgets, Project Management, Financial Modeling, Negotiation, Strategic Partnerships, Investment Banking, Financial Analysis, Management, Valuation, Due Diligence, Corporate Finance, Mergers & Acquisitions, Leadership, Start-ups, Private Equity
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Colorado College
BA, Distinction in Economics
SoulCycle September 2014 - Present
HourlyNerd March 2013 - Present
Equinox March 2011 - August 2012
Morgan Stanley December 2009 - March 2011
JP Morgan June 2008 - December 2009
Skills
Business Strategy, Business Development, General Management, Fitness Industry, Operating Budgets, Project Management, Financial Modeling, Negotiation, Strategic Partnerships, Investment Banking, Financial Analysis, Management, Valuation, Due Diligence, Corporate Finance, Mergers & Acquisitions, Leadership, Start-ups, Private Equity
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Colorado College
BA, Distinction in Economics
Bert Simon Bert Simon's Morgan Stanley Experience May 2002 - January 2007
Job Financial Services
Industry Financial Services
Experience
USAA March 2011 - Present
Wells Fargo January 2007 - August 2009
Morgan Stanley May 2002 - January 2007
Morgan Stanley Investment Management and Van Kampen September 1997 - May 2002
Morgan Stanley Managed Futures August 1994 - September 1997
Dean Witter Unit Trust & Retail Products Group March 1989 - August 1994
Dean Witter March 1983 - March 1989
Education
Colorado State University 1970 — 1976
BA, Political Science, Pre-law, History
USAA March 2011 - Present
Wells Fargo January 2007 - August 2009
Morgan Stanley May 2002 - January 2007
Morgan Stanley Investment Management and Van Kampen September 1997 - May 2002
Morgan Stanley Managed Futures August 1994 - September 1997
Dean Witter Unit Trust & Retail Products Group March 1989 - August 1994
Dean Witter March 1983 - March 1989
Education
Colorado State University 1970 — 1976
BA, Political Science, Pre-law, History
David G. Clark David G. Clark's Morgan Stanley Experience February 1998 - April 2000
Job Democratic Presidential Candidate
Industry Financial Services
Experience
Democratic candidate for President November 2011 - Present
AIG SunAmerica September 2003 - July 2011
Morgan Stanley February 1998 - April 2000
VIETNAM 1966-1967 October 1964 - August 1967
Skills
Soldier, Farmer, Wall Street, Investments, Securities, Series 7, Alternative Investments, Asset Managment, Wealth Management, Mutual Funds, Equities, Investment Advisory, Series 63, Retirement Planning, Strategic Financial..., Asset Management, Retirement, Portfolio Management, Investor Relations, Hedge Funds, Estate Planning, Private Equity, Insurance, Financial Advisory, Financial Services, Trading, Due Diligence, Financial Modeling, Fixed Annuities, Finance, Bonds, Risk Management, Financial Markets, Public Speaking, Social Media, Team Building, Leadership, Social Media Marketing, Strategic Planning, Social Networking, Public Relations, Management, Fundraising, Event Planning
Education
Columbia College (NY) 1967 — 1971
B.A., ENGLISH LITERATURE
Columbia University 1967 — 1971
B.A., English Literature
St.Lawrence Universtity, Canton, NY 1963 — 1964
Winchendon School, Winchendon, MA 1962 — 1963
St. George's School, Newport, RI 1962 — 1962
summer school
Berkshire School, Sheffield, MA 1960 — 1961
Berkshire School, Sheffield, MA, English Language and Literature/Letters
Ecole Nouvelle de Paudex, Lausanne, Switzerland 1958 — 1960
McNaulty and Burrows, London, England 1958 — 1958
Portsmouth Priory 1956 — 1956
Summer School
Democratic candidate for President November 2011 - Present
AIG SunAmerica September 2003 - July 2011
Morgan Stanley February 1998 - April 2000
VIETNAM 1966-1967 October 1964 - August 1967
Skills
Soldier, Farmer, Wall Street, Investments, Securities, Series 7, Alternative Investments, Asset Managment, Wealth Management, Mutual Funds, Equities, Investment Advisory, Series 63, Retirement Planning, Strategic Financial..., Asset Management, Retirement, Portfolio Management, Investor Relations, Hedge Funds, Estate Planning, Private Equity, Insurance, Financial Advisory, Financial Services, Trading, Due Diligence, Financial Modeling, Fixed Annuities, Finance, Bonds, Risk Management, Financial Markets, Public Speaking, Social Media, Team Building, Leadership, Social Media Marketing, Strategic Planning, Social Networking, Public Relations, Management, Fundraising, Event Planning
Education
Columbia College (NY) 1967 — 1971
B.A., ENGLISH LITERATURE
Columbia University 1967 — 1971
B.A., English Literature
St.Lawrence Universtity, Canton, NY 1963 — 1964
Winchendon School, Winchendon, MA 1962 — 1963
St. George's School, Newport, RI 1962 — 1962
summer school
Berkshire School, Sheffield, MA 1960 — 1961
Berkshire School, Sheffield, MA, English Language and Literature/Letters
Ecole Nouvelle de Paudex, Lausanne, Switzerland 1958 — 1960
McNaulty and Burrows, London, England 1958 — 1958
Portsmouth Priory 1956 — 1956
Summer School
Patrick Thornton Patrick Thornton's Morgan Stanley Experience 1987 - 2002
Job Owner, Thornton Investment Management PLLC
Industry Financial Services
Experience
Thornton Investment Management PLLC 2010 - Present
Fleischer Jacobs Group 2003 - 2010
Morgan Stanley 1987 - 2002
Skills
Individual Investments, 401k, 401k Rollovers, Investment Education, Mutual Funds, Portfolio Management, Strategic Financial..., Asset Management, Retirement, Investment Advisory, Employee Benefits, Investments, Finance, Retirement Planning, Financial Planning
Education
Teachers College of Columbia University 1974 — 1975
Master of Science (M.S.), Early Childhood Education and Teaching
College of the Holy Cross 1969 — 1973
B.A. History, American History (United States)
Thornton Investment Management PLLC 2010 - Present
Fleischer Jacobs Group 2003 - 2010
Morgan Stanley 1987 - 2002
Skills
Individual Investments, 401k, 401k Rollovers, Investment Education, Mutual Funds, Portfolio Management, Strategic Financial..., Asset Management, Retirement, Investment Advisory, Employee Benefits, Investments, Finance, Retirement Planning, Financial Planning
Education
Teachers College of Columbia University 1974 — 1975
Master of Science (M.S.), Early Childhood Education and Teaching
College of the Holy Cross 1969 — 1973
B.A. History, American History (United States)
Greg Horstman Greg Horstman's Morgan Stanley Experience October 1987 - July 2009
Job LPL Financial Advisor
Industry Financial Services
Experience
Prosperion Financial Advisors July 2009 - Present
Morgan Stanley October 1987 - July 2009
Boettcher & Company October 1986 - October 1987
Skills
Sales, Finance, Wealth Management, Retirement Planning, Financial Markets, Series 7, Financial Advisory, Bonds, Sales Operations, Securities, Investment Advisory, Investment Strategies
Education
Colorado State University 1974 — 1977
Bachelor of Science (B.S.), Geology/Earth Science, General
Western State College 1972 — 1973
Prosperion Financial Advisors July 2009 - Present
Morgan Stanley October 1987 - July 2009
Boettcher & Company October 1986 - October 1987
Skills
Sales, Finance, Wealth Management, Retirement Planning, Financial Markets, Series 7, Financial Advisory, Bonds, Sales Operations, Securities, Investment Advisory, Investment Strategies
Education
Colorado State University 1974 — 1977
Bachelor of Science (B.S.), Geology/Earth Science, General
Western State College 1972 — 1973
Matthew Gurba Matthew Gurba's Morgan Stanley Experience 2007 - 2013
Job Account Executive at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions September 2013 - Present
Morgan Stanley 2007 - 2013
Clayton Fixed Income Services 2006 - 2007
Skills
Fixed Income Portfolio..., Cash Management, Treasury, Series 7, Financial Modeling, Investments, Asset Allocation, Asset Managment, Bloomberg, Financial Analysis, Portfolio Management, Mutual Funds, Fixed Income, Valuation, Microsoft Excel, Corporate Finance, Financial Reporting, Uniform Combined State..., Business Development, Securities
Education
Colorado College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Matrix Financial Solutions September 2013 - Present
Morgan Stanley 2007 - 2013
Clayton Fixed Income Services 2006 - 2007
Skills
Fixed Income Portfolio..., Cash Management, Treasury, Series 7, Financial Modeling, Investments, Asset Allocation, Asset Managment, Bloomberg, Financial Analysis, Portfolio Management, Mutual Funds, Fixed Income, Valuation, Microsoft Excel, Corporate Finance, Financial Reporting, Uniform Combined State..., Business Development, Securities
Education
Colorado College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Alok Dutt Sharma Alok Dutt Sharma's Morgan Stanley Experience February 2012 - Present
Job Technology Analyst at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley February 2012 - Present
Columbia University September 2011 - December 2011
UBS Investment Bank June 2011 - August 2011
Columbia University January 2011 - May 2011
Photoshop Elements 9 (PSE-9), Adobe Systems November 2009 - July 2010
Premiere Elements 8 (PRE-8), Adobe Systems November 2008 - October 2009
Premiere Elements 7(PRE-7), Adobe Systems November 2007 - October 2008
Spyglass, Atrenta July 2006 - October 2007
Skills
C, C++, Core Java, Multithreading, Matlab, Perl, Python, Shell Scripting, SQL, Oracle SQL, SQL Server, Sybase, PostgreSQL, C/C++ STL, WTL, DirectShow, Quicktime, Weka, Visual Studio, Visual C++, Eclipse, Gcc/g++, Xcode, Linux, Unix, Mac OS X, Machine Learning, Natural Language..., Algorithms, Perforce, Tortoise SVN, Windows, CVS, Code Review, WinDbg, Dependency Management, Memory Management, Data Structures, Algorithm Design, Product Development, Data Mining, Database Design, Database Management, JDBC, Photoshop Elements, Premiere, Spyglass, SVM, STL, Java
Education
Columbia Engineering 2010 — 2011
MS, Computer Science
Netaji Subhas Institute of Technology 2002 — 2006
BE, Electronics & Communication
Morgan Stanley February 2012 - Present
Columbia University September 2011 - December 2011
UBS Investment Bank June 2011 - August 2011
Columbia University January 2011 - May 2011
Photoshop Elements 9 (PSE-9), Adobe Systems November 2009 - July 2010
Premiere Elements 8 (PRE-8), Adobe Systems November 2008 - October 2009
Premiere Elements 7(PRE-7), Adobe Systems November 2007 - October 2008
Spyglass, Atrenta July 2006 - October 2007
Skills
C, C++, Core Java, Multithreading, Matlab, Perl, Python, Shell Scripting, SQL, Oracle SQL, SQL Server, Sybase, PostgreSQL, C/C++ STL, WTL, DirectShow, Quicktime, Weka, Visual Studio, Visual C++, Eclipse, Gcc/g++, Xcode, Linux, Unix, Mac OS X, Machine Learning, Natural Language..., Algorithms, Perforce, Tortoise SVN, Windows, CVS, Code Review, WinDbg, Dependency Management, Memory Management, Data Structures, Algorithm Design, Product Development, Data Mining, Database Design, Database Management, JDBC, Photoshop Elements, Premiere, Spyglass, SVM, STL, Java
Education
Columbia Engineering 2010 — 2011
MS, Computer Science
Netaji Subhas Institute of Technology 2002 — 2006
BE, Electronics & Communication
Fan Yang 杨范, FRM, PRM Fan Yang 杨范, FRM, PRM's Morgan Stanley Experience June 2012 - July 2012
Job Senior Actuarial Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 2014 - Present
Prudential Financial August 2012 - Present
Morgan Stanley June 2012 - July 2012
The Earth Institute, Columbia University September 2011 - December 2011
Ounavarra Capital LLC August 2011 - August 2011
Columbia Business School May 2011 - August 2011
Urban Green Energy March 2011 - May 2011
Deloitte Touche Tohmatsu CPA Ltd. December 2010 - January 2011
Biomedical Engineering Lab, University of Oklahoma August 2007 - May 2010
Skills
R, VBA, Matlab, Bloomberg, C, Foreign Languages, Operations Research, Statistics, Quantitative Analysis, Financial Modeling, Mandarin, Monte Carlo Simulation, Data Analysis, Risk Management, Excel, Derivatives, Modeling, Chinese, English
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
MS, Operations Research
University of Oklahoma, School of Bioengineering / School of Aerospace & Mechanical Engineering 2007 — 2010
MS, Bioengineering
Nanjing University, Department of Electrical Engineering 2003 — 2007
BS, Acoustics
Jinling High School, Nanjing, China
Prudential Financial September 2014 - Present
Prudential Financial August 2012 - Present
Morgan Stanley June 2012 - July 2012
The Earth Institute, Columbia University September 2011 - December 2011
Ounavarra Capital LLC August 2011 - August 2011
Columbia Business School May 2011 - August 2011
Urban Green Energy March 2011 - May 2011
Deloitte Touche Tohmatsu CPA Ltd. December 2010 - January 2011
Biomedical Engineering Lab, University of Oklahoma August 2007 - May 2010
Skills
R, VBA, Matlab, Bloomberg, C, Foreign Languages, Operations Research, Statistics, Quantitative Analysis, Financial Modeling, Mandarin, Monte Carlo Simulation, Data Analysis, Risk Management, Excel, Derivatives, Modeling, Chinese, English
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
MS, Operations Research
University of Oklahoma, School of Bioengineering / School of Aerospace & Mechanical Engineering 2007 — 2010
MS, Bioengineering
Nanjing University, Department of Electrical Engineering 2003 — 2007
BS, Acoustics
Jinling High School, Nanjing, China
Louis Lou Bavaro Louis Lou Bavaro's Morgan Stanley Experience June 1995 - February 1998
Job Managing Partner, Michelbob's Championship Ribs
Industry Food & Beverages
Experience
Michelbob's Championship Ribs January 2006 - Present
FILO Productions January 2013 - January 2015
The Opposite Field, Inc. September 2001 - January 2013
Pando Technologies January 2005 - January 2006
Associated Press February 1998 - August 2001
Morgan Stanley June 1995 - February 1998
Skills
Brand Development, Marketing Strategy, Event Marketing, Experiential Marketing, Marketing Communications, Writing Skills, Microsoft Office, Mobile Applications, People Management, Sales Management, Relationship Marketing, Management, Event Planning, Marketing, Product Development, Team Building, Editing, Strategic Partnerships, Event Management, Strategic Planning
Education
Carlson School of Management 2001 — 2003
MBA, Marketing and Strategic Management, 4.0
Columbia College (NY) 1991 — 1995
BA, Economics, Political Science, 3.3
Michelbob's Championship Ribs January 2006 - Present
FILO Productions January 2013 - January 2015
The Opposite Field, Inc. September 2001 - January 2013
Pando Technologies January 2005 - January 2006
Associated Press February 1998 - August 2001
Morgan Stanley June 1995 - February 1998
Skills
Brand Development, Marketing Strategy, Event Marketing, Experiential Marketing, Marketing Communications, Writing Skills, Microsoft Office, Mobile Applications, People Management, Sales Management, Relationship Marketing, Management, Event Planning, Marketing, Product Development, Team Building, Editing, Strategic Partnerships, Event Management, Strategic Planning
Education
Carlson School of Management 2001 — 2003
MBA, Marketing and Strategic Management, 4.0
Columbia College (NY) 1991 — 1995
BA, Economics, Political Science, 3.3
Albert Chung Albert Chung's Morgan Stanley Experience 2006 - 2008
Job VP at Avante Technology
Industry Information Technology and Services
Experience
Avante International Technology, Inc. 2008 - Present
Pictorious 2011 - 2013
Morgan Stanley 2006 - 2008
McKinsey & Company June 2004 - December 2004
Skills
HTML, CSS, JavaScript, Objective-C, Product Management, Product Development, Product Marketing, Marketing Strategy, New Business Development, Corporate Finance, Financial Modeling, Entrepreneurship, Start-ups, Strategic Partnerships, Strategic Planning, Private Equity, Social Media, Analytics, Venture Capital, Market Research, Strategy, Marketing, Go-to-market Strategy
Education
Harvard Business School 2009 — 2011
MBA
Columbia University - Fu Foundation School of Engineering and Applied Science 2001 — 2005
BSc, Operations Research
Milton Academy 1998 — 2001
Avante International Technology, Inc. 2008 - Present
Pictorious 2011 - 2013
Morgan Stanley 2006 - 2008
McKinsey & Company June 2004 - December 2004
Skills
HTML, CSS, JavaScript, Objective-C, Product Management, Product Development, Product Marketing, Marketing Strategy, New Business Development, Corporate Finance, Financial Modeling, Entrepreneurship, Start-ups, Strategic Partnerships, Strategic Planning, Private Equity, Social Media, Analytics, Venture Capital, Market Research, Strategy, Marketing, Go-to-market Strategy
Education
Harvard Business School 2009 — 2011
MBA
Columbia University - Fu Foundation School of Engineering and Applied Science 2001 — 2005
BSc, Operations Research
Milton Academy 1998 — 2001
Ilya Gaysinskiy's Morgan Stanley Experience 2001 - 2005
Job Technology Fellow at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs April 2010 - Present
Qi Interactive, Part of CommonHealth January 2009 - April 2010
Reqo, Inc. May 2005 - December 2008
Morgan Stanley 2001 - 2005
US Medical Network September 1999 - January 2001
Skills
Program Management, Agile Methodologies, SDLC, Perl, Integration, Enterprise Architecture, Java, OOP, Strategy, Trading Systems, Data Warehousing, SOA, Vendor Management, Test Driven Development, Database Design, Sybase, Business Analysis, SQL, Agile Project Management, Software Development, Requirements Analysis, Software Project..., Web Services, .NET, Web Applications, Databases, Unix, Distributed Systems, IT Strategy, ElasticSearch, MongoDB, XML, Scrum, Spring, Mobile Applications, Software Design, Java Enterprise Edition, Solution Architecture, Electronic Trading, Credit Derivatives, Object Oriented Design
Education
Columbia Engineering 1995 — 1999
BS, Computer Science
Goldman Sachs April 2010 - Present
Qi Interactive, Part of CommonHealth January 2009 - April 2010
Reqo, Inc. May 2005 - December 2008
Morgan Stanley 2001 - 2005
US Medical Network September 1999 - January 2001
Skills
Program Management, Agile Methodologies, SDLC, Perl, Integration, Enterprise Architecture, Java, OOP, Strategy, Trading Systems, Data Warehousing, SOA, Vendor Management, Test Driven Development, Database Design, Sybase, Business Analysis, SQL, Agile Project Management, Software Development, Requirements Analysis, Software Project..., Web Services, .NET, Web Applications, Databases, Unix, Distributed Systems, IT Strategy, ElasticSearch, MongoDB, XML, Scrum, Spring, Mobile Applications, Software Design, Java Enterprise Edition, Solution Architecture, Electronic Trading, Credit Derivatives, Object Oriented Design
Education
Columbia Engineering 1995 — 1999
BS, Computer Science
Brian Pellegrini, CFA Brian Pellegrini, CFA's Morgan Stanley Experience August 2008 - June 2009
Job Senior Analyst at Connolly Insight
Industry Financial Services
Experience
Connolly Insight (LP) February 2013 - Present
Connolly Insight (LP) June 2011 - February 2013
Merriman Capital, Inc. April 2010 - May 2011
Morgan Stanley August 2008 - June 2009
Morgan Stanley January 2007 - August 2008
YouPopular.com April 2006 - January 2007
Bridgewater Associates April 2005 - April 2006
ABI Research July 2004 - April 2005
Skills
Trading, Strategy, Financial Modeling, Econometric Modeling, Valuation, Interest Rates, Equities, Emerging Markets, Matlab, VBA
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Northeastern University - Graduate School of Business Administration 2011 — 2013
M.S., Finance
Columbia Engineering 2000 — 2004
B.S., Computer Science
Connolly Insight (LP) February 2013 - Present
Connolly Insight (LP) June 2011 - February 2013
Merriman Capital, Inc. April 2010 - May 2011
Morgan Stanley August 2008 - June 2009
Morgan Stanley January 2007 - August 2008
YouPopular.com April 2006 - January 2007
Bridgewater Associates April 2005 - April 2006
ABI Research July 2004 - April 2005
Skills
Trading, Strategy, Financial Modeling, Econometric Modeling, Valuation, Interest Rates, Equities, Emerging Markets, Matlab, VBA
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Northeastern University - Graduate School of Business Administration 2011 — 2013
M.S., Finance
Columbia Engineering 2000 — 2004
B.S., Computer Science
Lynn Parrott Lynn Parrott's Morgan Stanley Experience December 2007 - October 2009
Job Executive Administrative Assistant
Industry Financial Services
Experience
Great-West Life and Annuity Insurance Company December 2010 - February 2011
Lockheed Martin Space Systems Company August 2010 - October 2010
Morgan Stanley December 2007 - October 2009
Kirchner Moore & Co. 1989 - 1990
Education
Colorado State University 1979 — 1984
Architectural Design-Journalism
Great-West Life and Annuity Insurance Company December 2010 - February 2011
Lockheed Martin Space Systems Company August 2010 - October 2010
Morgan Stanley December 2007 - October 2009
Kirchner Moore & Co. 1989 - 1990
Education
Colorado State University 1979 — 1984
Architectural Design-Journalism
Arthur Hoffman Arthur Hoffman's Morgan Stanley Experience February 1999 - December 2002
Job CEO and Founder of ICA Financial Services, LLC
Industry Financial Services
Experience
ICA Financial Services, LLC June 2009 - Present
Merrill Lynch January 2003 - April 2009
Morgan Stanley February 1999 - December 2002
Skills
Strategic Financial..., Investment Management, Independent Financial..., Financial Advisory, Retirement Planning, Investment Advisory, Asset Management, Portfolio Management, Financial Modeling, Retirement Plan..., Asset Allocation, Finance, Financial Services, Planning Advice, Investments, Portfolio Performance..., Asset Protection, Fixed Income, Fixed Annuities, Variable Annuities, Annuity Sales, CRPC, CEOs, Stock Management, Stock Market Analysis, Fixed Assets, Stock Trading, Stock Picking, College Savings Plans, College Education..., Investors, Model Portfolios, Mutual Funds, Unit Investment Trusts, ETFs, retirement income, Fixed Income Portfolio..., Retirement Savings, Financial Markets, Personal Finance, Fixed Income Strategies, Closed-end Funds, Stocks, 401k, 401k Rollovers, IRAs, Traditional IRA, Distribution Strategies, Life Insurance, Financial Planning
Education
Colorado State University 1994 — 1998
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
ICA Financial Services, LLC June 2009 - Present
Merrill Lynch January 2003 - April 2009
Morgan Stanley February 1999 - December 2002
Skills
Strategic Financial..., Investment Management, Independent Financial..., Financial Advisory, Retirement Planning, Investment Advisory, Asset Management, Portfolio Management, Financial Modeling, Retirement Plan..., Asset Allocation, Finance, Financial Services, Planning Advice, Investments, Portfolio Performance..., Asset Protection, Fixed Income, Fixed Annuities, Variable Annuities, Annuity Sales, CRPC, CEOs, Stock Management, Stock Market Analysis, Fixed Assets, Stock Trading, Stock Picking, College Savings Plans, College Education..., Investors, Model Portfolios, Mutual Funds, Unit Investment Trusts, ETFs, retirement income, Fixed Income Portfolio..., Retirement Savings, Financial Markets, Personal Finance, Fixed Income Strategies, Closed-end Funds, Stocks, 401k, 401k Rollovers, IRAs, Traditional IRA, Distribution Strategies, Life Insurance, Financial Planning
Education
Colorado State University 1994 — 1998
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Robert Schwartz's Morgan Stanley Experience 2003 - May 2011
Job Principal, Private Wealth Manager at Schwartz Wealth Management
Industry Financial Services
Experience
Schwartz Wealth Management May 2011 - Present
Morgan Stanley 2003 - May 2011
A Leventhal & Sons 1995 - 2003
Skills
Wealth Management, Retirement Planning, Retirement Plan..., Qualified Retirement..., Investments, Finance, Mutual Funds, Series 7, Investment Management, Financial Advisory, Asset Allocation, Investment Advisory, Series 63, Wealth Management..., Wealth, Management, Customer Service, Public Speaking, Strategic Planning
Education
Colorado State University
State University of New York College at Oneonta
Schwartz Wealth Management May 2011 - Present
Morgan Stanley 2003 - May 2011
A Leventhal & Sons 1995 - 2003
Skills
Wealth Management, Retirement Planning, Retirement Plan..., Qualified Retirement..., Investments, Finance, Mutual Funds, Series 7, Investment Management, Financial Advisory, Asset Allocation, Investment Advisory, Series 63, Wealth Management..., Wealth, Management, Customer Service, Public Speaking, Strategic Planning
Education
Colorado State University
State University of New York College at Oneonta
Jolena Irving's Morgan Stanley Experience July 2007 - September 2010
Job Your Financial Professional
Industry Financial Services
Experience
Principal Financial Group December 2011 - Present
Morgan Stanley Smith Barney July 2010 - November 2011
Morgan Stanley July 2007 - September 2010
Horizon Bank 2007 - 2007
M&I Home Lending Solutions 2002 - 2005
Education
Colorado Technical University 2008 — 2009
Bachelors, Business Management (Finance)
Colorado Technical University 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
East Greene High School 1998 — 2001
High School Diploma, High School/Secondary Diplomas and Certificates
Principal Financial Group December 2011 - Present
Morgan Stanley Smith Barney July 2010 - November 2011
Morgan Stanley July 2007 - September 2010
Horizon Bank 2007 - 2007
M&I Home Lending Solutions 2002 - 2005
Education
Colorado Technical University 2008 — 2009
Bachelors, Business Management (Finance)
Colorado Technical University 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
East Greene High School 1998 — 2001
High School Diploma, High School/Secondary Diplomas and Certificates
Jeffrey Bobrowicz's Morgan Stanley Experience April 2000 - April 2006
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2006 - Present
Morgan Stanley April 2000 - April 2006
Merrill Lynch April 1994 - April 2000
Edward Jones April 1982 - April 1994
Skills
Investments, Retirement Planning, Finance, Economics, Mutual Funds, Securities, Asset Allocation, Retirement, Equities, Investment Strategies, Alternative Investments, Financial Advisory, Fixed Income
Education
Colorado State University 1976 — 1981
Bachelor of Applied Science (B.A.Sc.), Finance, General
HL Richards High School 1972 — 1976
Wells Fargo Advisors, LLC April 2006 - Present
Morgan Stanley April 2000 - April 2006
Merrill Lynch April 1994 - April 2000
Edward Jones April 1982 - April 1994
Skills
Investments, Retirement Planning, Finance, Economics, Mutual Funds, Securities, Asset Allocation, Retirement, Equities, Investment Strategies, Alternative Investments, Financial Advisory, Fixed Income
Education
Colorado State University 1976 — 1981
Bachelor of Applied Science (B.A.Sc.), Finance, General
HL Richards High School 1972 — 1976
Cathy L. Kosley Cathy L. Kosley's Morgan Stanley Experience June 2009 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Smith Barney February 1999 - June 2009
CIGNA Retirement & Investment Services May 1988 - June 1997
Education
Colorado State University
Bachelor of Science (B.S.), Business/Marketing
University of Colorado at Boulder - Leeds School of Business
Master of Business Administration (MBA), Finance, General
Morgan Stanley June 2009 - Present
Smith Barney February 1999 - June 2009
CIGNA Retirement & Investment Services May 1988 - June 1997
Education
Colorado State University
Bachelor of Science (B.S.), Business/Marketing
University of Colorado at Boulder - Leeds School of Business
Master of Business Administration (MBA), Finance, General
Michael Kleeman Michael Kleeman's Morgan Stanley Experience May 2006 - August 2006
Job Senior Analyst, Product Management & Consulting at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Lincoln Financial Group July 2013 - November 2014
Lincoln Financial Group October 2011 - July 2013
Lincoln Financial Group September 2010 - October 2011
Lincoln Financial Group August 2009 - August 2010
Lincoln Financial Group May 2007 - August 2009
Morgan Stanley May 2006 - August 2006
Skills
401k, Process Improvement, Retirement Planning, Cross-functional Team..., Requirements Gathering, 403 b, Defined Contribution, Microsoft Excel, Business Requirements, Leadership, Business Process, Business Analysis, Visio, Business Process..., 457 Plans, Management, Time Management, Mutual Funds, Financial Services
Education
Colorado State University 2015 — 2017
Master of Business Administration (M.B.A.)
Purdue University 2003 — 2007
Bachelor of Science, Financial Planning
TIAA-CREF November 2014 - Present
Lincoln Financial Group July 2013 - November 2014
Lincoln Financial Group October 2011 - July 2013
Lincoln Financial Group September 2010 - October 2011
Lincoln Financial Group August 2009 - August 2010
Lincoln Financial Group May 2007 - August 2009
Morgan Stanley May 2006 - August 2006
Skills
401k, Process Improvement, Retirement Planning, Cross-functional Team..., Requirements Gathering, 403 b, Defined Contribution, Microsoft Excel, Business Requirements, Leadership, Business Process, Business Analysis, Visio, Business Process..., 457 Plans, Management, Time Management, Mutual Funds, Financial Services
Education
Colorado State University 2015 — 2017
Master of Business Administration (M.B.A.)
Purdue University 2003 — 2007
Bachelor of Science, Financial Planning
Kelsey Johnson, CFA Kelsey Johnson, CFA's Morgan Stanley Experience July 2000 - August 2001
Job Generalist Value Equity Research Analyst
Industry Investment Management
Experience
Lombardia Capital Partners April 2008 - June 2011
MacKay Shields August 2002 - March 2008
Morgan Stanley July 2000 - August 2001
Skills
Hedge Funds, Equities, Investments, Portfolio Management, Trading, Bloomberg, Equity Research, Bonds, Asset Allocation, Emerging Markets, Investment Management, Fixed Income, Private Equity, Equity Valuation, Capital Markets, Alternative Investments, Valuation, Asset Management, Mutual Funds, Financial Modeling, Securities, Investment Strategies
Education
College of the Holy Cross 1996 — 2000
BA, Mathematics
Lombardia Capital Partners April 2008 - June 2011
MacKay Shields August 2002 - March 2008
Morgan Stanley July 2000 - August 2001
Skills
Hedge Funds, Equities, Investments, Portfolio Management, Trading, Bloomberg, Equity Research, Bonds, Asset Allocation, Emerging Markets, Investment Management, Fixed Income, Private Equity, Equity Valuation, Capital Markets, Alternative Investments, Valuation, Asset Management, Mutual Funds, Financial Modeling, Securities, Investment Strategies
Education
College of the Holy Cross 1996 — 2000
BA, Mathematics
Srini Dandamudi, FRM Srini Dandamudi, FRM's Morgan Stanley Experience February 2005 - Present
Job Financial Risk Management Professional
Industry Financial Services
Experience
Morgan Stanley February 2005 - Present
NetVeda August 2003 - Present
Credit Suisse April 2001 - October 2004
Metafac 1998 - 2001
Skills
Statistical Modeling, Data Science, Predictive Analytics, Data Analysis, Machine Learning, Data Mining, Bayesian statistics, R, Big Data, Python, Simulation, Hadoop, Greenplum, IT Strategy, Market Risk, Credit Risk, Equities, Fixed Income Products, Structured Products, Prime Brokerage, Entrepreneurial..., C++, Java
Education
Colorado State University
M.S. Student
Indian Institute of Technology, Roorkee
M.Tech
Morgan Stanley February 2005 - Present
NetVeda August 2003 - Present
Credit Suisse April 2001 - October 2004
Metafac 1998 - 2001
Skills
Statistical Modeling, Data Science, Predictive Analytics, Data Analysis, Machine Learning, Data Mining, Bayesian statistics, R, Big Data, Python, Simulation, Hadoop, Greenplum, IT Strategy, Market Risk, Credit Risk, Equities, Fixed Income Products, Structured Products, Prime Brokerage, Entrepreneurial..., C++, Java
Education
Colorado State University
M.S. Student
Indian Institute of Technology, Roorkee
M.Tech
Sasha Greene Sasha Greene's Morgan Stanley Experience May 2007 - September 2010
Job Development Manager at Habitat for Humanity of Greater Charlottesville
Industry Philanthropy
Experience
Habitat for Humanity of Greater Charlottesville January 2015 - Present
ReadyKids (formerly Children, Youth and Family Services, Inc.) April 2013 - December 2014
HSBC Technology & Services, N.A. September 2010 - April 2013
Morgan Stanley May 2007 - September 2010
Mercy Corps February 2006 - March 2007
New York Cares 2005 - 2005
New York City Office of Emergency Management 2004 - 2004
Skills
Philanthropy, Nonprofits, Fundraising, Strategic Planning, Program Management, Strategic Partnerships, Employee Engagement, Strategic Communications, Event Management, Corporate Communications, Volunteer Management, Corporate Social..., Project Management, Program Development, Internal Communications, Public Relations, Event Planning
Education
Colorado College 2001 — 2005
BA, English, Spanish
Colorado College
Bachelor's degree
Habitat for Humanity of Greater Charlottesville January 2015 - Present
ReadyKids (formerly Children, Youth and Family Services, Inc.) April 2013 - December 2014
HSBC Technology & Services, N.A. September 2010 - April 2013
Morgan Stanley May 2007 - September 2010
Mercy Corps February 2006 - March 2007
New York Cares 2005 - 2005
New York City Office of Emergency Management 2004 - 2004
Skills
Philanthropy, Nonprofits, Fundraising, Strategic Planning, Program Management, Strategic Partnerships, Employee Engagement, Strategic Communications, Event Management, Corporate Communications, Volunteer Management, Corporate Social..., Project Management, Program Development, Internal Communications, Public Relations, Event Planning
Education
Colorado College 2001 — 2005
BA, English, Spanish
Colorado College
Bachelor's degree
Raul Portillo Raul Portillo's Morgan Stanley Experience June 2004 - August 2004
Job Manager, Airport Customer Service: Labor & Capital at Delta Air Lines
Industry Aviation & Aerospace
Experience
Delta Air Lines September 2014 - Present
Delta Air Lines June 2013 - August 2014
Delta Air Lines June 2012 - June 2013
Delta Air Lines May 2011 - August 2011
Boston Capital August 2007 - June 2010
Bain Capital June 2006 - August 2007
College of the Holy Cross May 2005 - August 2005
Morgan Stanley June 2004 - August 2004
Skills
Financial Modeling, Financial Forecasting, Financial Analysis, Hyperion Reports, RITA Form 41, Essbase, Diio Mi, Market Analysis, Strategy, Analysis, Finance, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Data Analysis, Budgets, Business Strategy, Competitive Analysis, Cross-functional Team..., Due Diligence
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, Business Administration and Management, General
College of the Holy Cross 2003 — 2006
Bachelor of Arts, Economics
Université Sorbonne Nouvelle (Paris III) 2001 — 2001
French
Delta Air Lines September 2014 - Present
Delta Air Lines June 2013 - August 2014
Delta Air Lines June 2012 - June 2013
Delta Air Lines May 2011 - August 2011
Boston Capital August 2007 - June 2010
Bain Capital June 2006 - August 2007
College of the Holy Cross May 2005 - August 2005
Morgan Stanley June 2004 - August 2004
Skills
Financial Modeling, Financial Forecasting, Financial Analysis, Hyperion Reports, RITA Form 41, Essbase, Diio Mi, Market Analysis, Strategy, Analysis, Finance, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Data Analysis, Budgets, Business Strategy, Competitive Analysis, Cross-functional Team..., Due Diligence
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, Business Administration and Management, General
College of the Holy Cross 2003 — 2006
Bachelor of Arts, Economics
Université Sorbonne Nouvelle (Paris III) 2001 — 2001
French
William Haney William Haney's Morgan Stanley Experience 2000 - 2001
Job EVP Capital Markets at FlexPath Capital Inc.
Industry Financial Services
Experience
CIBC World Markets 2007 - December 2008
CIBC World Markets 2004 - 2007
CIBC World Markets 2002 - 2004
Morgan Stanley 2000 - 2001
Morgan Stanley 1998 - 2000
Morgan Stanley 1986 - 1998
Morgan Stanley 1983 - 1986
Morgan Stanley 1981 - 1983
Education
Columbia Engineering 1977 — 1986
BS '81, MS '86, Operations Research
CIBC World Markets 2007 - December 2008
CIBC World Markets 2004 - 2007
CIBC World Markets 2002 - 2004
Morgan Stanley 2000 - 2001
Morgan Stanley 1998 - 2000
Morgan Stanley 1986 - 1998
Morgan Stanley 1983 - 1986
Morgan Stanley 1981 - 1983
Education
Columbia Engineering 1977 — 1986
BS '81, MS '86, Operations Research
Bo Aylin Bo Aylin's Morgan Stanley Experience 1996 - 1998
Job Partner, PrairieView Partners, LLC
Industry Financial Services
Experience
PrairieView Partners January 2008 - Present
Carlson Capital Management 2000 - 2007
Charles Schwab 1998 - 2000
Morgan Stanley 1996 - 1998
Skills
Estate Planning, Retirement Planning, Investments, Insurance, Finance, Financial Advisory, Tax, Risk Management, Strategic Planning, Financial Planners
Education
University of Vermont 1985 — 1989
BA
Colorado State University
Masters
PrairieView Partners January 2008 - Present
Carlson Capital Management 2000 - 2007
Charles Schwab 1998 - 2000
Morgan Stanley 1996 - 1998
Skills
Estate Planning, Retirement Planning, Investments, Insurance, Finance, Financial Advisory, Tax, Risk Management, Strategic Planning, Financial Planners
Education
University of Vermont 1985 — 1989
BA
Colorado State University
Masters
Chad Sweet Chad Sweet's Morgan Stanley Experience March 1994 - March 1996
Job CoFounder of The Chertoff Group
Industry Investment Banking
Experience
The Chertoff Group March 2009 - Present
Texas Lyceum January 2006 - October 2009
Department of Homeland Security November 2006 - January 2009
Department of Homeland Security June 2006 - November 2006
U.S. Department of Homeland Security March 2006 - June 2006
Goldman Sachs March 1996 - March 2006
Morgan Stanley March 1994 - March 1996
Central Intelligence Agency September 1991 - August 1993
Skills
Policy, Government, Security, Risk Management, Leadership, Crisis Management, Homeland Security, Emergency Management, National Security, Counterterrorism, Mergers & Acquisitions, Cross-functional Team..., Management, Politics, Intelligence, Enforcement, Budgets, Crisis Communications, Strategic Planning, Computer Security
Education
Columbia College 1987 — 1991
BA, Political Science, International Relations, East Asian Studies
Columbia University in the City of New York 1987 — 1991
BA, Political Science, International Relations, East Asian Studies
The Chertoff Group March 2009 - Present
Texas Lyceum January 2006 - October 2009
Department of Homeland Security November 2006 - January 2009
Department of Homeland Security June 2006 - November 2006
U.S. Department of Homeland Security March 2006 - June 2006
Goldman Sachs March 1996 - March 2006
Morgan Stanley March 1994 - March 1996
Central Intelligence Agency September 1991 - August 1993
Skills
Policy, Government, Security, Risk Management, Leadership, Crisis Management, Homeland Security, Emergency Management, National Security, Counterterrorism, Mergers & Acquisitions, Cross-functional Team..., Management, Politics, Intelligence, Enforcement, Budgets, Crisis Communications, Strategic Planning, Computer Security
Education
Columbia College 1987 — 1991
BA, Political Science, International Relations, East Asian Studies
Columbia University in the City of New York 1987 — 1991
BA, Political Science, International Relations, East Asian Studies
Ryan Belanger, CFP® Ryan Belanger, CFP®'s Morgan Stanley Experience June 2004 - February 2012
Job Managing Principal at Claro Advisors LLC
Industry Financial Services
Experience
Claro Advisors, LLC. February 2012 - Present
Morgan Stanley June 2004 - February 2012
Skills
Investments, Retirement Planning, Financial Advisory, Strategic Financial..., Financial Planning, Retirement
Education
College of the Holy Cross
Claro Advisors, LLC. February 2012 - Present
Morgan Stanley June 2004 - February 2012
Skills
Investments, Retirement Planning, Financial Advisory, Strategic Financial..., Financial Planning, Retirement
Education
College of the Holy Cross
Patrick Finley, Esq. (CAMS) Patrick Finley, Esq. (CAMS)'s Morgan Stanley Experience August 2014 - Present
Job Director, Legal and Compliance Department at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley August 2014 - Present
Schwartzapfel Lawyers, P.C. April 2012 - July 2014
Nassau County September 2008 - April 2012
United States Attorney's Office, Eastern District of New York August 2008 - December 2008
Hon. Denis Hurley, Senior Judge, Eastern District of New York January 2008 - May 2008
Los Angeles County District Attorney's Office May 2007 - August 2007
Morgan Stanley July 2002 - July 2005
Skills
Hedge Funds, Prime Brokerage, Series 7, Series 63, Capital Markets, Institutional..., Securities, Management, Finance, Trials, Prosecution, Hearings, Legal Research, Criminal Law, Litigation, Trial Practice, Courts, Administrative Law, Criminal Defense, Westlaw, Legal Writing, Motions, Lexis, Appeals, Depositions, Torts, Legal Issues, Private Investigations, Civil Litigation, Arbitration, Mediation, Personal Injury, Class Actions, Personal Injury..., Government, Public Speaking, Legal Assistance, Alternative Dispute..., Jury Trials, Product Liability, Automobile Accidents, Construction Law, Fraud, Wrongful Death, Evidence, Criminal Procedure, Oral Arguments, Insurance Law, Criminal Justice
Education
Touro College Jacob D. Fuchsberg Law Center 2005 — 2008
JD, Law
College of the Holy Cross 1998 — 2002
BA, Religious Studies, Theatre
Chaminade High School 1994 — 1998
HS Diploma
Morgan Stanley August 2014 - Present
Schwartzapfel Lawyers, P.C. April 2012 - July 2014
Nassau County September 2008 - April 2012
United States Attorney's Office, Eastern District of New York August 2008 - December 2008
Hon. Denis Hurley, Senior Judge, Eastern District of New York January 2008 - May 2008
Los Angeles County District Attorney's Office May 2007 - August 2007
Morgan Stanley July 2002 - July 2005
Skills
Hedge Funds, Prime Brokerage, Series 7, Series 63, Capital Markets, Institutional..., Securities, Management, Finance, Trials, Prosecution, Hearings, Legal Research, Criminal Law, Litigation, Trial Practice, Courts, Administrative Law, Criminal Defense, Westlaw, Legal Writing, Motions, Lexis, Appeals, Depositions, Torts, Legal Issues, Private Investigations, Civil Litigation, Arbitration, Mediation, Personal Injury, Class Actions, Personal Injury..., Government, Public Speaking, Legal Assistance, Alternative Dispute..., Jury Trials, Product Liability, Automobile Accidents, Construction Law, Fraud, Wrongful Death, Evidence, Criminal Procedure, Oral Arguments, Insurance Law, Criminal Justice
Education
Touro College Jacob D. Fuchsberg Law Center 2005 — 2008
JD, Law
College of the Holy Cross 1998 — 2002
BA, Religious Studies, Theatre
Chaminade High School 1994 — 1998
HS Diploma
Sarah Ishman Sarah Ishman's Morgan Stanley Experience January 2015 - Present
Job Associate Securitized Products Group Warehouse Lending at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Garrison Investment Group March 2014 - November 2014
20 Gates Management LLC July 2010 - February 2014
Ipreo June 2009 - June 2010
Merrill Lynch May 2008 - August 2008
The United States Department of Commerce May 2007 - August 2007
Skills
Structured Finance, Structured Products, Warehouse Lending, Asset-backed..., Due Diligence, Credit Risk, Capital Markets, Credit, Bloomberg, Equities, Financial Modeling, Fixed Income, Investment Banking, Bloomberg Terminal
Education
Columbia College (NY) 2005 — 2009
BA, Economics-Political Science
Columbia University in the City of New York 2005 — 2009
BA, Economics-Political Science
Mainland Regional HS 2001 — 2005
Morgan Stanley January 2015 - Present
Garrison Investment Group March 2014 - November 2014
20 Gates Management LLC July 2010 - February 2014
Ipreo June 2009 - June 2010
Merrill Lynch May 2008 - August 2008
The United States Department of Commerce May 2007 - August 2007
Skills
Structured Finance, Structured Products, Warehouse Lending, Asset-backed..., Due Diligence, Credit Risk, Capital Markets, Credit, Bloomberg, Equities, Financial Modeling, Fixed Income, Investment Banking, Bloomberg Terminal
Education
Columbia College (NY) 2005 — 2009
BA, Economics-Political Science
Columbia University in the City of New York 2005 — 2009
BA, Economics-Political Science
Mainland Regional HS 2001 — 2005
Vangelis Pastas's Morgan Stanley Experience May 2012 - March 2015
Job Quantitative Researcher at Jump Trading LLC
Industry Investment Banking
Experience
Jump Trading LLC March 2015 - Present
Morgan Stanley May 2012 - March 2015
Columbia Business School September 2011 - May 2012
UBS Wealth Management June 2011 - January 2012
Columbia University January 2011 - June 2011
Skills
C++, C, R, KDB+, Unix, High Frequency Trading, Electronic Trading, Portfolio Optimization, Statistical Arbitrage, Statistics, Data Mining, Machine Learning, Time Series Analysis, Quantitative Research, Python, Excel, VBA, Matlab, SQL, Bloomberg, Financial Engineering
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
MSc, Operations Research / Financial Engineering, 4.2 / 4.0 ( Top 1% - Summa Cum-Laude)
National Technical University of Athens 2004 — 2009
BS & MEng., Electrical and Computer Engineering, 9.51 / 10 (Top 1% - Summa Cum-Laude)
Jump Trading LLC March 2015 - Present
Morgan Stanley May 2012 - March 2015
Columbia Business School September 2011 - May 2012
UBS Wealth Management June 2011 - January 2012
Columbia University January 2011 - June 2011
Skills
C++, C, R, KDB+, Unix, High Frequency Trading, Electronic Trading, Portfolio Optimization, Statistical Arbitrage, Statistics, Data Mining, Machine Learning, Time Series Analysis, Quantitative Research, Python, Excel, VBA, Matlab, SQL, Bloomberg, Financial Engineering
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
MSc, Operations Research / Financial Engineering, 4.2 / 4.0 ( Top 1% - Summa Cum-Laude)
National Technical University of Athens 2004 — 2009
BS & MEng., Electrical and Computer Engineering, 9.51 / 10 (Top 1% - Summa Cum-Laude)
Mark Legare's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley May 2013 - August 2013
Brownstein Hyatt Farber Schreck August 2012 - November 2012
United States Senate Campaign September 2011 - May 2012
NWPC June 2010 - May 2012
Orsett Properties May 2011 - September 2011
Skills
Market Research, Writing, Research, Community Organizing, Spanish, PowerPoint, Political Campaigns, Legislative Research, Microsoft Excel, Public Relations, Political Science, Corporate Finance, Finance, Public Policy, Grassroots Organizing, Fundraising, Policy Analysis
Education
College of the Holy Cross 2010 — 2014
Bachelor’s Degree, Political Science; Pre-Business
Morgan Stanley June 2014 - Present
Morgan Stanley May 2013 - August 2013
Brownstein Hyatt Farber Schreck August 2012 - November 2012
United States Senate Campaign September 2011 - May 2012
NWPC June 2010 - May 2012
Orsett Properties May 2011 - September 2011
Skills
Market Research, Writing, Research, Community Organizing, Spanish, PowerPoint, Political Campaigns, Legislative Research, Microsoft Excel, Public Relations, Political Science, Corporate Finance, Finance, Public Policy, Grassroots Organizing, Fundraising, Policy Analysis
Education
College of the Holy Cross 2010 — 2014
Bachelor’s Degree, Political Science; Pre-Business
Matt Zorumski Matt Zorumski's Morgan Stanley Experience 2012 - 2015
Job Senior Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investment Management 2002 - Present
Morgan Stanley 2012 - 2015
Morgan Stanley 2012 - 2015
MFS Investment Management 1998 - 2001
Skills
Separately Managed..., Asset Allocation, Series 63, Equities, Investments, Series 6, Mutual Funds, Series 7, Wealth Management, Alternative Investments, Retirement Planning, Asset Management, Uniform Combined State..., Portfolio Management
Education
College of the Holy Cross 1994 — 1997
Bachelor of Arts (B.A.)
The St. Paul's School 1989 — 1993
Pioneer Investment Management 2002 - Present
Morgan Stanley 2012 - 2015
Morgan Stanley 2012 - 2015
MFS Investment Management 1998 - 2001
Skills
Separately Managed..., Asset Allocation, Series 63, Equities, Investments, Series 6, Mutual Funds, Series 7, Wealth Management, Alternative Investments, Retirement Planning, Asset Management, Uniform Combined State..., Portfolio Management
Education
College of the Holy Cross 1994 — 1997
Bachelor of Arts (B.A.)
The St. Paul's School 1989 — 1993
Patrick Springston Patrick Springston's Morgan Stanley Experience 2003 - 2004
Job Manager Business Technology at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds January 2005 - Present
Morgan Stanley 2003 - 2004
Skills
Mutual Funds, Series 7
Education
Colorado State University 1999 — 2003
Bachelor's, Finance
OppenheimerFunds January 2005 - Present
Morgan Stanley 2003 - 2004
Skills
Mutual Funds, Series 7
Education
Colorado State University 1999 — 2003
Bachelor's, Finance
Lynn Parrott Lynn Parrott's Morgan Stanley Experience December 2007 - October 2009
Job Executive & Financial Assistant/Registered Client Service Associate
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
Kaiser Permanente December 2014 - February 2015
Arapahoe County Elections Division October 2014 - November 2014
CIMCO Private Wealth (Capital Investment Management) May 2013 - May 2014
TD Ameritrade (Via Access Staffing) October 2012 - January 2013
General Motors Corp.(Via Acro Service Group) June 2011 - August 2012
Altria Group Distribution Co. (Via RemX Staffing) April 2011 - May 2011
Great West Life Co. (Via Corestaff Services) December 2010 - February 2011
Lockheed Martin Space Systems (via Rose International) August 2010 - October 2010
Morgan Stanley December 2007 - October 2009
Skills
Training, Outlook, Customer Service, Salesforce.com, PeopleSoft, Microsoft Office, Insurance, Microsoft Excel, Event Planning, Sales Process, Loan Origination, Banking, Microsoft Office 2007, Calendaring, Purchasing, Expenses, Lotus Notes, Adobe Acrobat, Investment Banking, Credit Risk, Underwriting, Business Continuity..., Newsletters, Union Grievances, E-Verify, Loan Servicing, MS Word, MS Powerpoint, MS Excel, MS Outlook, Remote Access, CISCO WebEx Connect, MS Office Communicator, Internet Explorer, Scheduling, Payroll Processing, Investment Products, Sales Support, Travel Planning, Presentation Preparation, Multitasker, Credit Unions, Loan Documentation, Cash Handling, Administrative Support, Process Risk Management, Employee Grievance, Union Labor, Microsoft Windows 8.1, Hold Series 7
Education
Colorado State University 1979 — 1984
Architectural Design-Journalism
Centennial High School, Pueblo, CO 1975 — 1979
HS Diploma
TD Ameritrade March 2015 - Present
Kaiser Permanente December 2014 - February 2015
Arapahoe County Elections Division October 2014 - November 2014
CIMCO Private Wealth (Capital Investment Management) May 2013 - May 2014
TD Ameritrade (Via Access Staffing) October 2012 - January 2013
General Motors Corp.(Via Acro Service Group) June 2011 - August 2012
Altria Group Distribution Co. (Via RemX Staffing) April 2011 - May 2011
Great West Life Co. (Via Corestaff Services) December 2010 - February 2011
Lockheed Martin Space Systems (via Rose International) August 2010 - October 2010
Morgan Stanley December 2007 - October 2009
Skills
Training, Outlook, Customer Service, Salesforce.com, PeopleSoft, Microsoft Office, Insurance, Microsoft Excel, Event Planning, Sales Process, Loan Origination, Banking, Microsoft Office 2007, Calendaring, Purchasing, Expenses, Lotus Notes, Adobe Acrobat, Investment Banking, Credit Risk, Underwriting, Business Continuity..., Newsletters, Union Grievances, E-Verify, Loan Servicing, MS Word, MS Powerpoint, MS Excel, MS Outlook, Remote Access, CISCO WebEx Connect, MS Office Communicator, Internet Explorer, Scheduling, Payroll Processing, Investment Products, Sales Support, Travel Planning, Presentation Preparation, Multitasker, Credit Unions, Loan Documentation, Cash Handling, Administrative Support, Process Risk Management, Employee Grievance, Union Labor, Microsoft Windows 8.1, Hold Series 7
Education
Colorado State University 1979 — 1984
Architectural Design-Journalism
Centennial High School, Pueblo, CO 1975 — 1979
HS Diploma
Julissa Rodriguez Julissa Rodriguez's Morgan Stanley Experience September 2009 - November 2010
Job Human Resources Manager/HRBP at The New York Times
Industry Marketing and Advertising
Experience
The New York Times June 2015 - Present
Weight Watchers January 2015 - March 2015
New York Life Insurance Company July 2012 - January 2015
New York Life Insurance Company November 2010 - July 2012
Morgan Stanley September 2009 - November 2010
Merrill Lynch October 2007 - March 2009
Time Warner Cable July 2006 - October 2007
Skills
Onboarding, Employee Relations, HRIS, Applicant Tracking..., Human Resources, Employee Benefits, College Recruiting, Talent Acquisition, Recruiting, Benefits Administration, Talent Management, Performance Management, New Hire Orientations, PeopleSoft, Interviews, Succession Planning
Education
New York University 2013 — 2016
Masters of Science (MS), Human Resources Management
Villanova University 2007 — 2007
Certificate, Human Resources Management
College of the Holy Cross 2002 — 2006
Bachelor of Arts, Sociology
The New York Times June 2015 - Present
Weight Watchers January 2015 - March 2015
New York Life Insurance Company July 2012 - January 2015
New York Life Insurance Company November 2010 - July 2012
Morgan Stanley September 2009 - November 2010
Merrill Lynch October 2007 - March 2009
Time Warner Cable July 2006 - October 2007
Skills
Onboarding, Employee Relations, HRIS, Applicant Tracking..., Human Resources, Employee Benefits, College Recruiting, Talent Acquisition, Recruiting, Benefits Administration, Talent Management, Performance Management, New Hire Orientations, PeopleSoft, Interviews, Succession Planning
Education
New York University 2013 — 2016
Masters of Science (MS), Human Resources Management
Villanova University 2007 — 2007
Certificate, Human Resources Management
College of the Holy Cross 2002 — 2006
Bachelor of Arts, Sociology
Rob Lamoureux Rob Lamoureux's Morgan Stanley Experience 1996 - 2002
Job Assistant to the President, NYSUT
Industry Education Management
Experience
NYSUT July 2014 - Present
NYSUT April 2010 - June 2014
NYSUT April 2002 - March 2010
Morgan Stanley 1996 - 2002
Skills
Employment Law, Arbitration, Public Speaking, Strategic Planning, Community Outreach, Legal Research, Collective Bargaining, Negotiation, Labor Relations, Mediation, Staff Development, Employee Relations, Union, Conflict Resolution, Employee Benefits, Investment Strategies, Asset Allocation, Training, Team Building, Community Development, Contract Negotiation, Grievances, Organizational..., Political Campaigns, Leadership Development, Community Organizing
Education
Columbia University in the City of New York 1989 — 1994
PhM, French
University of Virginia 1987 — 1989
MA, French
College of the Holy Cross 1983 — 1987
AB, French
NYSUT July 2014 - Present
NYSUT April 2010 - June 2014
NYSUT April 2002 - March 2010
Morgan Stanley 1996 - 2002
Skills
Employment Law, Arbitration, Public Speaking, Strategic Planning, Community Outreach, Legal Research, Collective Bargaining, Negotiation, Labor Relations, Mediation, Staff Development, Employee Relations, Union, Conflict Resolution, Employee Benefits, Investment Strategies, Asset Allocation, Training, Team Building, Community Development, Contract Negotiation, Grievances, Organizational..., Political Campaigns, Leadership Development, Community Organizing
Education
Columbia University in the City of New York 1989 — 1994
PhM, French
University of Virginia 1987 — 1989
MA, French
College of the Holy Cross 1983 — 1987
AB, French
Carl S. Roberts's Morgan Stanley Experience December 2000 - November 2008
Job Sr. Infrastructure Engineer
Industry Information Technology and Services
Experience
CIGNA March 2013 - December 2013
Allscripts Healthcare Solutions, Inc. February 2011 - July 2012
Rites & Associates LLC January 2009 - February 2011
Morgan Stanley December 2000 - November 2008
Bank of Tokyo-Mitsubishi October 1997 - November 2000
Skills
Troubleshooting, Active Directory, Windows Server, Networking, System Deployment, Microsoft Exchange, Technical Support, Computer Hardware, Laptops, Training, Project Management, VPN, Integration, Security, Team Leadership, Disaster Recovery, Infrastructure..., Linux, Team Management, Application Support, Video Conferencing, Various Instant Message..., IIS support, Smartphones, Network Operating..., Network Client Support, E-Government Proposals, Mobile Application..., Global Commerce and IT..., LAN/WAN and Break-Fix..., SAN and NAS Networks..., Clearcube, Eclipsys Sunrise..., Mobile Applications, Customer Service
Education
Walden University 2015 — 2019
Doctor of Information Technology
Colorado Technical University-Online 2012 — 2015
Bachelor of Science (BS), Information Technology, 3.77
New York City Technical College 1986 — 1987
AAS, Electrical and Electronics Engineering
CIGNA March 2013 - December 2013
Allscripts Healthcare Solutions, Inc. February 2011 - July 2012
Rites & Associates LLC January 2009 - February 2011
Morgan Stanley December 2000 - November 2008
Bank of Tokyo-Mitsubishi October 1997 - November 2000
Skills
Troubleshooting, Active Directory, Windows Server, Networking, System Deployment, Microsoft Exchange, Technical Support, Computer Hardware, Laptops, Training, Project Management, VPN, Integration, Security, Team Leadership, Disaster Recovery, Infrastructure..., Linux, Team Management, Application Support, Video Conferencing, Various Instant Message..., IIS support, Smartphones, Network Operating..., Network Client Support, E-Government Proposals, Mobile Application..., Global Commerce and IT..., LAN/WAN and Break-Fix..., SAN and NAS Networks..., Clearcube, Eclipsys Sunrise..., Mobile Applications, Customer Service
Education
Walden University 2015 — 2019
Doctor of Information Technology
Colorado Technical University-Online 2012 — 2015
Bachelor of Science (BS), Information Technology, 3.77
New York City Technical College 1986 — 1987
AAS, Electrical and Electronics Engineering
Daniele Weinberger Daniele Weinberger's Morgan Stanley Experience January 2001 - January 2002
Job Senior Project Manager at MXM Mobile
Industry Information Technology and Services
Experience
MXM Mobile August 2013 - Present
Cline Davis & Mann November 2012 - March 2013
PM Digital July 2012 - August 2012
Zeta Interactive October 2011 - July 2012
Digitas Health February 2011 - July 2011
Empathy Lab 2010 - March 2011
FD Kinesis October 2009 - February 2010
Leo Burnett/Arc Worldwide November 2008 - May 2009
Ryan iDirect September 2007 - August 2008
Morgan Stanley January 2001 - January 2002
Skills
Interactive Advertising, Email Marketing, Website Development, User Interface Design, Integrated Marketing, MS Project, Online Advertising, Integration, Project Management, Interaction Design, Microsoft SQL Server, Creative Direction, Adobe Creative Suite, Web Development, User Experience, Databases, Team Management, Interactive Marketing, SDLC, SharePoint, Microsoft Project
Education
SUNY Purchase 2004 — 2007
BFA, Graphic Design
University of Connecticut 1984 — 1990
BS, Pharmacy
Bayport-Blue Point High
High School Regents Diploma, General
Bayport-Blue Point High
Columbia College Chicago
Worked towards MFA, Book Arts
MXM Mobile August 2013 - Present
Cline Davis & Mann November 2012 - March 2013
PM Digital July 2012 - August 2012
Zeta Interactive October 2011 - July 2012
Digitas Health February 2011 - July 2011
Empathy Lab 2010 - March 2011
FD Kinesis October 2009 - February 2010
Leo Burnett/Arc Worldwide November 2008 - May 2009
Ryan iDirect September 2007 - August 2008
Morgan Stanley January 2001 - January 2002
Skills
Interactive Advertising, Email Marketing, Website Development, User Interface Design, Integrated Marketing, MS Project, Online Advertising, Integration, Project Management, Interaction Design, Microsoft SQL Server, Creative Direction, Adobe Creative Suite, Web Development, User Experience, Databases, Team Management, Interactive Marketing, SDLC, SharePoint, Microsoft Project
Education
SUNY Purchase 2004 — 2007
BFA, Graphic Design
University of Connecticut 1984 — 1990
BS, Pharmacy
Bayport-Blue Point High
High School Regents Diploma, General
Bayport-Blue Point High
Columbia College Chicago
Worked towards MFA, Book Arts
Barry A. Markus Barry A. Markus's Morgan Stanley Experience April 2007 - December 2008
Job Searching for New Opportunity
Industry Marketing and Advertising
Experience
McDonald's Corporation October 2011 - Present
Zeus & Company - Liquidations Division April 2000 - Present
Media UpLink USA, LLC January 2013 - December 2014
MetLife Bank, N.A. 2010 - October 2011
Meter Watchers Intl, LLC October 2009 - October 2011
Wintrust Mortgage Corporation March 2009 - 2010
Morgan Stanley April 2007 - December 2008
Morgan Stanley Home Loans July 2005 - April 2007
NovaStar Mortgage 2003 - 2005
Reliable Cash Management Association 2003 - 2004
Skills
Mortgage Lending, Credit, Risk Management, Real Estate, Team Building, Business Development, Banking, Training, Leadership, Management, Financial Services, Sales, Investments, Loans, Strategic Financial..., Relationship Management, Marketing, Project Management, Finance, New Business Development, Selling, Analysis, Strategy
Education
Columbia College Chicago 1984 — 1986
Bachelor of Arts, Marketing/Business
Northern Illinois University 1982 — 1984
Marketing/Business
Mather High School 1978 — 1982
McDonald's Corporation October 2011 - Present
Zeus & Company - Liquidations Division April 2000 - Present
Media UpLink USA, LLC January 2013 - December 2014
MetLife Bank, N.A. 2010 - October 2011
Meter Watchers Intl, LLC October 2009 - October 2011
Wintrust Mortgage Corporation March 2009 - 2010
Morgan Stanley April 2007 - December 2008
Morgan Stanley Home Loans July 2005 - April 2007
NovaStar Mortgage 2003 - 2005
Reliable Cash Management Association 2003 - 2004
Skills
Mortgage Lending, Credit, Risk Management, Real Estate, Team Building, Business Development, Banking, Training, Leadership, Management, Financial Services, Sales, Investments, Loans, Strategic Financial..., Relationship Management, Marketing, Project Management, Finance, New Business Development, Selling, Analysis, Strategy
Education
Columbia College Chicago 1984 — 1986
Bachelor of Arts, Marketing/Business
Northern Illinois University 1982 — 1984
Marketing/Business
Mather High School 1978 — 1982
Jesse Lou's Morgan Stanley Experience August 2012 - December 2012
Job Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2014 - Present
PIMCO June 2013 - August 2013
Morgan Stanley August 2012 - December 2012
Societe Generale May 2012 - August 2012
Associated European Capital May 2011 - September 2011
Laboratory of Advanced Polymers and Optimized Materials October 2008 - June 2010
Skills
Stata, Data Analysis, Research, Financial Modeling, Statistics, Matlab, Microsoft Office, Microsoft Excel, PowerPoint, Economics, SPSS, Analysis
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2014
B.S., Finance, Management Systems, Entrepreneurship, Sociology
University of North Texas 2008 — 2010
High School Diploma
McKinsey & Company September 2014 - Present
PIMCO June 2013 - August 2013
Morgan Stanley August 2012 - December 2012
Societe Generale May 2012 - August 2012
Associated European Capital May 2011 - September 2011
Laboratory of Advanced Polymers and Optimized Materials October 2008 - June 2010
Skills
Stata, Data Analysis, Research, Financial Modeling, Statistics, Matlab, Microsoft Office, Microsoft Excel, PowerPoint, Economics, SPSS, Analysis
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2014
B.S., Finance, Management Systems, Entrepreneurship, Sociology
University of North Texas 2008 — 2010
High School Diploma
Lance Braunstein Lance Braunstein's Morgan Stanley Experience February 1998 - October 2008
Job Managing Director, Technology, Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs October 2008 - Present
Morgan Stanley February 1998 - October 2008
Systems Engineering Group 1995 - 1998
Hughes 1993 - 1995
Skills
Banking, Electronic Trading, Trading Systems, Enterprise Architecture, IT Strategy, Business Analysis, Equities, Vendor Management, Market Data, SDLC, Risk Management, Capital Markets, Agile Methodologies, Disaster Recovery, Perl, Reference Data
Education
Wharton School, University of Pennsylvania 2003 — 2005
Master of Business Administration (MBA), Finance
Colorado State University 1991 — 1993
Master of Science (MS), Atmospheric Science
University of Rochester 1985 — 1989
Bachelor of Arts (BA), Mathematics
Goldman Sachs October 2008 - Present
Morgan Stanley February 1998 - October 2008
Systems Engineering Group 1995 - 1998
Hughes 1993 - 1995
Skills
Banking, Electronic Trading, Trading Systems, Enterprise Architecture, IT Strategy, Business Analysis, Equities, Vendor Management, Market Data, SDLC, Risk Management, Capital Markets, Agile Methodologies, Disaster Recovery, Perl, Reference Data
Education
Wharton School, University of Pennsylvania 2003 — 2005
Master of Business Administration (MBA), Finance
Colorado State University 1991 — 1993
Master of Science (MS), Atmospheric Science
University of Rochester 1985 — 1989
Bachelor of Arts (BA), Mathematics
Stefan Revielle Stefan Revielle's Morgan Stanley Experience May 2014 - Present
Job Vice President, Commodities Research Natural Gas at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley May 2014 - Present
Skills
Natural Gas, Commodity, Econometrics, Energy Markets, Coal, Investment Banking, Energy Economics, Energy, Petroleum, Shale Gas, LNG
Education
Colorado School of Mines 2008 — 2009
MS, Energy and Mineral Economics
Colorado School of Mines 2004 — 2008
BS, Metallurgy and Materials Engineering
Morgan Stanley May 2014 - Present
Skills
Natural Gas, Commodity, Econometrics, Energy Markets, Coal, Investment Banking, Energy Economics, Energy, Petroleum, Shale Gas, LNG
Education
Colorado School of Mines 2008 — 2009
MS, Energy and Mineral Economics
Colorado School of Mines 2004 — 2008
BS, Metallurgy and Materials Engineering
Shawn Lese Shawn Lese's Morgan Stanley Experience April 2005 - June 2012
Job Managing Director, Head of Business Development, North America at TIAA Henderson Real Estate
Industry Real Estate
Experience
TIAA Henderson Real Estate May 2015 - Present
Grosvenor June 2012 - May 2015
Morgan Stanley April 2005 - June 2012
Lazard Freres & Co. 2003 - 2005
JPMorgan Chase 2000 - 2002
Sullivan & Cromwell 1998 - 2000
Education
Columbia Business School 1994 — 1998
MBA
Columbia Law School 1994 — 1998
JD
Columbia College (NY) 1988 — 1992
Bachelor's degree, East Asian Language and Culture
TIAA Henderson Real Estate May 2015 - Present
Grosvenor June 2012 - May 2015
Morgan Stanley April 2005 - June 2012
Lazard Freres & Co. 2003 - 2005
JPMorgan Chase 2000 - 2002
Sullivan & Cromwell 1998 - 2000
Education
Columbia Business School 1994 — 1998
MBA
Columbia Law School 1994 — 1998
JD
Columbia College (NY) 1988 — 1992
Bachelor's degree, East Asian Language and Culture
Stephen Cardinal's Morgan Stanley Experience August 2013 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley June 2011 - Present
Morgan Stanley Smith Barney June 2010 - August 2010
Jennison Associates June 2009 - August 2009
Investment Banking Institute May 2008 - June 2008
Skills
Series 7, Series 63, Fixed Income, Mandarin, Chinese culture
Education
Cameron School of Business at UNC Wilmington 2015 — 2017
Master of Business Administration (M.B.A.)
College of the Holy Cross 2007 — 2011
BA, Economics, Chinese Language & Civilization
CET Beijing Academic Programs 2010 — 2010
Mandarin Chinese
Morgan Stanley August 2013 - Present
Morgan Stanley June 2011 - Present
Morgan Stanley Smith Barney June 2010 - August 2010
Jennison Associates June 2009 - August 2009
Investment Banking Institute May 2008 - June 2008
Skills
Series 7, Series 63, Fixed Income, Mandarin, Chinese culture
Education
Cameron School of Business at UNC Wilmington 2015 — 2017
Master of Business Administration (M.B.A.)
College of the Holy Cross 2007 — 2011
BA, Economics, Chinese Language & Civilization
CET Beijing Academic Programs 2010 — 2010
Mandarin Chinese
Deborah Kaiser Deborah Kaiser's Morgan Stanley Experience January 1978 - May 1987
Job Executive Assistant CVSCaremark
Industry Executive Office
Experience
CVSCaremark March 2012 - Present
NELLA Oil Company November 1998 - March 2011
Becket & Lee LLP January 1988 - November 1996
Morgan Stanley January 1978 - May 1987
Skills
Management, System Administration, Customer Service, Budgets, Database Administration, Sales, Microsoft Office, Negotiation, Real Estate, Leadership, PowerPoint, Accounting, Project Management, Purchasing, Contract Management, Sales Management, Payroll, Inventory Management, Contract Negotiation, Team Building, Project Planning, Operations Management, Forecasting, New Business Development
Education
Villanova University 1988 — 1989
Business
Colorado State University 1974 — 1977
Science
University of Colorado, Boulder
CVSCaremark March 2012 - Present
NELLA Oil Company November 1998 - March 2011
Becket & Lee LLP January 1988 - November 1996
Morgan Stanley January 1978 - May 1987
Skills
Management, System Administration, Customer Service, Budgets, Database Administration, Sales, Microsoft Office, Negotiation, Real Estate, Leadership, PowerPoint, Accounting, Project Management, Purchasing, Contract Management, Sales Management, Payroll, Inventory Management, Contract Negotiation, Team Building, Project Planning, Operations Management, Forecasting, New Business Development
Education
Villanova University 1988 — 1989
Business
Colorado State University 1974 — 1977
Science
University of Colorado, Boulder
James Tomkinson's Morgan Stanley Experience April 1998 - March 2007
Job Semi Retired at (retired)
Industry Information Technology and Services
Experience
(retired) June 2014 - Present
Integritech Consulting LLC October 2007 - Present
StreamBase Systems October 2007 - May 2014
Morgan Stanley April 1998 - March 2007
EDS October 1996 - February 1998
BEA Systems May 1994 - September 1996
UNIX System Laboratories 1989 - 1994
AT&T, USL 1989 - 1994
AT&T BELL LABS January 1978 - June 1989
Skills
CEP (Complex Event..., SOA, Distributed Systems, Software Development, Java, Architecture, Integration, Web Services, Trading Systems, Low Latency, Software Engineering, Equities, CEP, High Availability, SOAP, StreamBase, Technical Leadership, Disaster Recovery, Linux, XML, Enterprise Architecture, Programming, Software Project..., Spring, Enterprise Software, Middleware
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
pre-MBA, Finance
Colorado State University 1988 — 1989
pre-MBA Finance
Stanford University 1978 — 1979
MSEE, Computer Engineering
New Mexico State University 1974 — 1977
BSEE, Computer Engineering
Brooklyn Technical High School 1970 — 1974
Tech HS, Electrical Engineering
(retired) June 2014 - Present
Integritech Consulting LLC October 2007 - Present
StreamBase Systems October 2007 - May 2014
Morgan Stanley April 1998 - March 2007
EDS October 1996 - February 1998
BEA Systems May 1994 - September 1996
UNIX System Laboratories 1989 - 1994
AT&T, USL 1989 - 1994
AT&T BELL LABS January 1978 - June 1989
Skills
CEP (Complex Event..., SOA, Distributed Systems, Software Development, Java, Architecture, Integration, Web Services, Trading Systems, Low Latency, Software Engineering, Equities, CEP, High Availability, SOAP, StreamBase, Technical Leadership, Disaster Recovery, Linux, XML, Enterprise Architecture, Programming, Software Project..., Spring, Enterprise Software, Middleware
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
pre-MBA, Finance
Colorado State University 1988 — 1989
pre-MBA Finance
Stanford University 1978 — 1979
MSEE, Computer Engineering
New Mexico State University 1974 — 1977
BSEE, Computer Engineering
Brooklyn Technical High School 1970 — 1974
Tech HS, Electrical Engineering
Gary L. Kilbourn Gary L. Kilbourn's Morgan Stanley Experience September 1990 - June 2007
Job Senior Vice President, Wealth Management UBS Wealth Advisor
Industry Investment Management
Experience
UBS June 2007 - Present
Morgan Stanley September 1990 - June 2007
Education
Colorado State University 1984 — 1986
Business Administration
University of Colorado at Denver 1982 — 1984
Music, Business
University of Pennsylvania - The Wharton School 1995 — 1996
Certified Investment Management Analyst (CIMA)
UBS June 2007 - Present
Morgan Stanley September 1990 - June 2007
Education
Colorado State University 1984 — 1986
Business Administration
University of Colorado at Denver 1982 — 1984
Music, Business
University of Pennsylvania - The Wharton School 1995 — 1996
Certified Investment Management Analyst (CIMA)
Arseny Kukanov's Morgan Stanley Experience May 2012 - August 2012
Job [this is not a placeholder text]
Industry Financial Services
Experience
AQR Capital Management July 2013 - Present
BM&FBOVESPA September 2012 - June 2013
Columbia University September 2008 - May 2013
Commodity Futures Trading Commission October 2011 - December 2012
Morgan Stanley May 2012 - August 2012
Cantor Fitzgerald June 2010 - August 2010
TRUST Investment Bank June 2007 - July 2008
TRUST Investment Bank July 2006 - July 2007
Phys-Tech College November 2005 - May 2006
Skills
Fixed Income, Quantitative Finance, Trading, Market Research, Quantitative Research, Financial Markets, Trading Strategies, Quantitative Analytics, Monte Carlo Simulation, Financial Modeling, Statistics, R, Time Series Analysis, Derivatives, Econometrics, Economics, Equities, Matlab
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2013
PhD, Operations Research
Moscow State University 2003 — 2008
Specialist, Applied Mathematics, Operations Research
AQR Capital Management July 2013 - Present
BM&FBOVESPA September 2012 - June 2013
Columbia University September 2008 - May 2013
Commodity Futures Trading Commission October 2011 - December 2012
Morgan Stanley May 2012 - August 2012
Cantor Fitzgerald June 2010 - August 2010
TRUST Investment Bank June 2007 - July 2008
TRUST Investment Bank July 2006 - July 2007
Phys-Tech College November 2005 - May 2006
Skills
Fixed Income, Quantitative Finance, Trading, Market Research, Quantitative Research, Financial Markets, Trading Strategies, Quantitative Analytics, Monte Carlo Simulation, Financial Modeling, Statistics, R, Time Series Analysis, Derivatives, Econometrics, Economics, Equities, Matlab
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2013
PhD, Operations Research
Moscow State University 2003 — 2008
Specialist, Applied Mathematics, Operations Research
Ben Logan's Morgan Stanley Experience November 1996 - September 1997
Job
Industry Financial Services
Experience
Standard & Poor's March 2014 - Present
Markit February 2010 - July 2012
Markit January 2008 - February 2010
Markit January 2006 - December 2007
Markit November 2004 - December 2005
Reuters Loan Pricing Cororation January 2001 - November 2004
Reuters Loan Pricing Corporation January 1998 - December 2000
Morgan Stanley November 1996 - September 1997
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Financial Markets, Investment Banking, Portfolio Management, Valuation, Equities, Asset Managment, Alternative Investments, Credit Derivatives, Risk Management, Strategic Planning, Investments, Mergers & Acquisitions, Financial Services, Finance, Strategy, Credit Risk, Banking, Analytics, Credit, Structured Products, Asset Management
Education
Columbia College (NY) 1992 — 1996
BA, Economics
Delbarton 1988 — 1992
High School
Standard & Poor's March 2014 - Present
Markit February 2010 - July 2012
Markit January 2008 - February 2010
Markit January 2006 - December 2007
Markit November 2004 - December 2005
Reuters Loan Pricing Cororation January 2001 - November 2004
Reuters Loan Pricing Corporation January 1998 - December 2000
Morgan Stanley November 1996 - September 1997
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Financial Markets, Investment Banking, Portfolio Management, Valuation, Equities, Asset Managment, Alternative Investments, Credit Derivatives, Risk Management, Strategic Planning, Investments, Mergers & Acquisitions, Financial Services, Finance, Strategy, Credit Risk, Banking, Analytics, Credit, Structured Products, Asset Management
Education
Columbia College (NY) 1992 — 1996
BA, Economics
Delbarton 1988 — 1992
High School
Erik Gerlings, CAIA's Morgan Stanley Experience May 1999 - Present
Job VP at Morgan Stanley & Co.
Industry Financial Services
Experience
Morgan Stanley May 1999 - Present
Robertson Stephens Investment Management 1996 - 1999
Skills
Prime Brokerage, Hedge Funds, Trading, Fixed Income, Equities, Alternative Investments, Portfolio Management, Settlement, Derivatives, Series 63, Options, Equity Derivatives, Asset Management, ETFs, Investment Banking, Securities, Series 7, Bloomberg, Capital Markets, OTC Derivative Clearing, Commission Management, Investments, Financial Services, Debt & Equity Financing, Trading Systems
Education
Colorado State University
Bachelor of Arts, Economics
Morgan Stanley May 1999 - Present
Robertson Stephens Investment Management 1996 - 1999
Skills
Prime Brokerage, Hedge Funds, Trading, Fixed Income, Equities, Alternative Investments, Portfolio Management, Settlement, Derivatives, Series 63, Options, Equity Derivatives, Asset Management, ETFs, Investment Banking, Securities, Series 7, Bloomberg, Capital Markets, OTC Derivative Clearing, Commission Management, Investments, Financial Services, Debt & Equity Financing, Trading Systems
Education
Colorado State University
Bachelor of Arts, Economics
Mark Schnitzer's Morgan Stanley Experience 2000 - 2006
Job Microsoft
Industry Internet
Experience
Microsoft Product Unit ManagerMicrosoft2006 - 2010
Morgan Stanley 2000 - 2006
FreeEDGAR 1993 - 2000
Skills
SaaS, Cloud Computing, Product Management, Distributed Systems, Agile Methodologies, Scalability, Agile Project Management, Scrum, Leadership, Software Project..., Strategic Partnerships, Enterprise Software, Management, Software Design, Software Engineering, Mobile Devices, Mobile Applications, Testing, Software Development, System Architecture, IT Strategy, Enterprise Architecture, SDLC, Integration, Business Intelligence, Python, Solution Architecture, Visual Studio, SOA, Requirements Analysis, Test Planning, Test Automation, Databases, .NET, Perl, Start-ups, Technical Leadership, XML, Cross-functional Team..., Web Applications, Web Services, Windows Azure, Program Management, Big Data, E-commerce, Software Quality..., REST, Architecture, C#, Test Management
Education
Harvard Business School 1982 — 1984
Columbia College (NY) 1976 — 1980
BA
Microsoft Product Unit ManagerMicrosoft2006 - 2010
Morgan Stanley 2000 - 2006
FreeEDGAR 1993 - 2000
Skills
SaaS, Cloud Computing, Product Management, Distributed Systems, Agile Methodologies, Scalability, Agile Project Management, Scrum, Leadership, Software Project..., Strategic Partnerships, Enterprise Software, Management, Software Design, Software Engineering, Mobile Devices, Mobile Applications, Testing, Software Development, System Architecture, IT Strategy, Enterprise Architecture, SDLC, Integration, Business Intelligence, Python, Solution Architecture, Visual Studio, SOA, Requirements Analysis, Test Planning, Test Automation, Databases, .NET, Perl, Start-ups, Technical Leadership, XML, Cross-functional Team..., Web Applications, Web Services, Windows Azure, Program Management, Big Data, E-commerce, Software Quality..., REST, Architecture, C#, Test Management
Education
Harvard Business School 1982 — 1984
Columbia College (NY) 1976 — 1980
BA
Jenny Lee, CSPO's Morgan Stanley Experience December 1993 - March 1997
Job Vice President of Global Technology at JPMorgan Chase & Co.
Industry Investment Banking
Experience
Global Technology at JPMorgan Chase & Co. February 2012 - Present
JCL4, LLC May 2009 - February 2012
J.P. Morgan May 2009 - January 2012
Goldman Sachs August 2008 - February 2009
Goldman Sachs May 2006 - August 2008
Morgan Stanley Investment Management April 1997 - April 2006
Morgan Stanley December 1993 - March 1997
Morgan Stanley February 1993 - November 1993
Skills
Business Analysis, Fixed Income, Equities, Management, Financial Services, Investment Banking, Asset Management, Program Management, Portfolio Management, Leadership, Business Strategy
Education
State University of New York at Stony Brook
Columbia University - Fu Foundation School of Engineering and Applied Science
Global Technology at JPMorgan Chase & Co. February 2012 - Present
JCL4, LLC May 2009 - February 2012
J.P. Morgan May 2009 - January 2012
Goldman Sachs August 2008 - February 2009
Goldman Sachs May 2006 - August 2008
Morgan Stanley Investment Management April 1997 - April 2006
Morgan Stanley December 1993 - March 1997
Morgan Stanley February 1993 - November 1993
Skills
Business Analysis, Fixed Income, Equities, Management, Financial Services, Investment Banking, Asset Management, Program Management, Portfolio Management, Leadership, Business Strategy
Education
State University of New York at Stony Brook
Columbia University - Fu Foundation School of Engineering and Applied Science
Kate Mannion Keating's Morgan Stanley Experience October 2004 - November 2010
Job Human Resources at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2010 - Present
Morgan Stanley October 2004 - November 2010
Skills
Succession Planning, Employee Relations, Human Resources, Talent Management
Education
College of the Holy Cross 1999 — 2003
BA, English
New York Life Insurance Company November 2010 - Present
Morgan Stanley October 2004 - November 2010
Skills
Succession Planning, Employee Relations, Human Resources, Talent Management
Education
College of the Holy Cross 1999 — 2003
BA, English
Barbara Slaton's Morgan Stanley Experience 1986 - 2008
Job Real Estate Professional at Alain Pinel Realtors
Industry Financial Services
Experience
Alain Pinel Realtors 2009 - Present
Morgan Stanley 1986 - 2008
Cincone Graphics 1974 - 1984
Cincone graphics 1974 - 1984
Skills
Real Estate Investment, Real Estate, Graphic Design, Interior Design, Parenting, Homeowner, Investment Properties, First Time Home Buyers, Property, Real Estate Transactions, Advertising, Condos, Investments, Residential Homes, Sellers, Referrals, Relocation, Negotiation, Single Family Homes, Townhomes, Listings, Short Sales, Investors, REO, SFR, Foreclosures, 1031 Exchanges, Buyer Representation, Move Up Buyers, Buyers, Home Staging, Income Properties, Leases, Luxury, New Home Sales, Real Property, Relocation Buyers, Seniors
Education
Colorado State University 1966 — 1970
Bachelor of Fine Arts (B.F.A.), Interior Design and Graphic Design
Menlo Atherton High School
High School, College Preparatory
Alain Pinel Realtors 2009 - Present
Morgan Stanley 1986 - 2008
Cincone Graphics 1974 - 1984
Cincone graphics 1974 - 1984
Skills
Real Estate Investment, Real Estate, Graphic Design, Interior Design, Parenting, Homeowner, Investment Properties, First Time Home Buyers, Property, Real Estate Transactions, Advertising, Condos, Investments, Residential Homes, Sellers, Referrals, Relocation, Negotiation, Single Family Homes, Townhomes, Listings, Short Sales, Investors, REO, SFR, Foreclosures, 1031 Exchanges, Buyer Representation, Move Up Buyers, Buyers, Home Staging, Income Properties, Leases, Luxury, New Home Sales, Real Property, Relocation Buyers, Seniors
Education
Colorado State University 1966 — 1970
Bachelor of Fine Arts (B.F.A.), Interior Design and Graphic Design
Menlo Atherton High School
High School, College Preparatory
Christy Johnston, CFA's Morgan Stanley Experience June 2003 - May 2005
Job Vice President & Investment Portfolio Manager at US Bank Private Client Reserve
Industry Investment Management
Experience
US Bank- Private Client Reserve June 2012 - Present
US Bank- Private Client Group March 2010 - June 2012
Bremer Asset Management December 2006 - March 2010
Bremer Asset Management July 2005 - December 2006
Morgan Stanley June 2003 - May 2005
Skills
Factset, Asset Allocation, Bloomberg, Equities, Fixed Income, Overlay, High Net Worth..., Alternative Investment..., Hedge Funds, Financial Risk, Wealth Management..., Finance, Investments, Investment Management, Portfolio Management, Wealth Management, Asset Management, Alternative Investments, Financial Analysis
Education
Colorado State University 2001 — 2005
Business-Finance, Minor in Political Science
US Bank- Private Client Reserve June 2012 - Present
US Bank- Private Client Group March 2010 - June 2012
Bremer Asset Management December 2006 - March 2010
Bremer Asset Management July 2005 - December 2006
Morgan Stanley June 2003 - May 2005
Skills
Factset, Asset Allocation, Bloomberg, Equities, Fixed Income, Overlay, High Net Worth..., Alternative Investment..., Hedge Funds, Financial Risk, Wealth Management..., Finance, Investments, Investment Management, Portfolio Management, Wealth Management, Asset Management, Alternative Investments, Financial Analysis
Education
Colorado State University 2001 — 2005
Business-Finance, Minor in Political Science
Russell Dyk's Morgan Stanley Experience April 2005 - Present
Job Commodities
Industry Financial Services
Experience
Morgan Stanley April 2005 - Present
Deutsche Bank March 2002 - January 2005
Enron February 2000 - December 2001
Skills
Commodity Markets, Commodity Pricing, Oil Analysis, Natural Gas Trading, Sales Management, Proprietary Trading, Commodity, Hedge Funds, Risk Management, Investment Banking, Derivatives, Hedging, Options, Capital Markets
Education
Johns Hopkins SAIS 1996 — 1998
Master's degree, International Economics
Colorado School of Mines 1987 — 1991
BSc, Geophysics and Seismology
Morgan Stanley April 2005 - Present
Deutsche Bank March 2002 - January 2005
Enron February 2000 - December 2001
Skills
Commodity Markets, Commodity Pricing, Oil Analysis, Natural Gas Trading, Sales Management, Proprietary Trading, Commodity, Hedge Funds, Risk Management, Investment Banking, Derivatives, Hedging, Options, Capital Markets
Education
Johns Hopkins SAIS 1996 — 1998
Master's degree, International Economics
Colorado School of Mines 1987 — 1991
BSc, Geophysics and Seismology
Kathy Greenlee's Morgan Stanley Experience February 2015 - Present
Job Executive Director, NA Head of Prime Brokerage Operations
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Morgan Stanley June 2010 - February 2015
Legg Mason March 2008 - June 2010
Charles Schwab February 1992 - December 2007
Charles Schwab 1992 - 1995
Charles Schwab 1992 - 1995
Skills
Series 7, Financial Services, Investments, Change Management, Team Building, Securities, Wealth Management, Investment Management, Equities, Series 63, Retirement Planning, Asset Managment, Hedge Funds, Mutual Funds, Options, Portfolio Management, Series 24, Trading, Management, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Derivatives, FINRA, Fixed Income, Investment Advisory, Investment Strategies
Education
Colorado College 1980 — 1984
Bachelor of Arts (B.A.), Economics
Morgan Stanley February 2015 - Present
Morgan Stanley June 2010 - February 2015
Legg Mason March 2008 - June 2010
Charles Schwab February 1992 - December 2007
Charles Schwab 1992 - 1995
Charles Schwab 1992 - 1995
Skills
Series 7, Financial Services, Investments, Change Management, Team Building, Securities, Wealth Management, Investment Management, Equities, Series 63, Retirement Planning, Asset Managment, Hedge Funds, Mutual Funds, Options, Portfolio Management, Series 24, Trading, Management, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Derivatives, FINRA, Fixed Income, Investment Advisory, Investment Strategies
Education
Colorado College 1980 — 1984
Bachelor of Arts (B.A.), Economics
Dánielle Trouville's Morgan Stanley Experience November 2004 - February 2005
Job Executive Assistant to COO, Legal and Marketing at Gaiam
Industry Executive Office
Experience
Gaiam August 2014 - Present
Gaiam June 2012 - August 2014
Trellis Corp February 2008 - June 2012
Russell Reynolds February 2007 - January 2008
Catalyst Advisors LLC March 2005 - February 2007
Morgan Stanley November 2004 - February 2005
Merrill Lynch 1999 - 2003
Skills
Executive Assistant, Executive..., Budgets, Process Scheduler, Administrative..., Office Management, Event Planning, Research, Social Media, Time Management, Calendaring, Customer Service, Executive Support, Employee Relations, Microsoft Office, PowerPoint, English, Office Administration, Outcome focused, Team Leadership, Outlook, Management, Marketing, Social Networking, Event Management, Wine & Spirits Industry, Leadership, Culinary Education, Executive Management, Business Travel, Culinary Skills, Project Planning, Scheduling, Administrative Support, Board of Directors..., Floor Plans, Accounts Receivable, Budgeting, Customer Relations, Travel Management, Travel Planning, Travel Arrangements, Hotel Booking, Assisting Executives, Hiring, Editing, Excel, Spreadsheets, Word, Bartending
Education
Court of Master Sommeliers 2014 — 2014
Introductory Sommelier
Auguste Escoffier School of Culinary Arts 2011 — 2011
Diplome, Culinary Arts
University of Colorado Denver 1998 — 2000
Business Marketing / German
Colorado Christian University 1997 — 1998
International Business
Gaiam August 2014 - Present
Gaiam June 2012 - August 2014
Trellis Corp February 2008 - June 2012
Russell Reynolds February 2007 - January 2008
Catalyst Advisors LLC March 2005 - February 2007
Morgan Stanley November 2004 - February 2005
Merrill Lynch 1999 - 2003
Skills
Executive Assistant, Executive..., Budgets, Process Scheduler, Administrative..., Office Management, Event Planning, Research, Social Media, Time Management, Calendaring, Customer Service, Executive Support, Employee Relations, Microsoft Office, PowerPoint, English, Office Administration, Outcome focused, Team Leadership, Outlook, Management, Marketing, Social Networking, Event Management, Wine & Spirits Industry, Leadership, Culinary Education, Executive Management, Business Travel, Culinary Skills, Project Planning, Scheduling, Administrative Support, Board of Directors..., Floor Plans, Accounts Receivable, Budgeting, Customer Relations, Travel Management, Travel Planning, Travel Arrangements, Hotel Booking, Assisting Executives, Hiring, Editing, Excel, Spreadsheets, Word, Bartending
Education
Court of Master Sommeliers 2014 — 2014
Introductory Sommelier
Auguste Escoffier School of Culinary Arts 2011 — 2011
Diplome, Culinary Arts
University of Colorado Denver 1998 — 2000
Business Marketing / German
Colorado Christian University 1997 — 1998
International Business
Eva Chan's Morgan Stanley Experience September 2007 - December 2008
Job Director of Financial Risk Advisory at PwC
Industry Financial Services
Experience
PwC August 2012 - Present
Bloomberg October 2009 - July 2012
Mortgage Education.com March 2009 - November 2009
Morgan Stanley September 2007 - December 2008
Morgan Stanley April 2006 - September 2007
Dresdner Kleinwort Wasserstein June 2004 - April 2006
Moody's KMV July 2001 - June 2004
Skills
Market Risk, Credit Risk, VAR, ABS, Mortgage Lending, Backtesting, Performance Attribution, Communications Audits, Risk Metrics, Structured Notes, Fixed Income, Bloomberg, Financial Risk, Credit, CDO, Financial Markets, Equity Derivatives, FX Options, Structured Finance, Hedging, Securities, Quantitative Finance, Mutual Funds, Credit Derivatives, Alternative Investments
Education
Stanford University 2000 — 2001
MS, Industrial Engineering
The University of Hong Kong 1998 — 2000
MA, Economics
Columbia College (NY) 1994 — 1998
BA, Biology, Geology, Economics
St Stephen's Girls College 1984 — 1994
High School
PwC August 2012 - Present
Bloomberg October 2009 - July 2012
Mortgage Education.com March 2009 - November 2009
Morgan Stanley September 2007 - December 2008
Morgan Stanley April 2006 - September 2007
Dresdner Kleinwort Wasserstein June 2004 - April 2006
Moody's KMV July 2001 - June 2004
Skills
Market Risk, Credit Risk, VAR, ABS, Mortgage Lending, Backtesting, Performance Attribution, Communications Audits, Risk Metrics, Structured Notes, Fixed Income, Bloomberg, Financial Risk, Credit, CDO, Financial Markets, Equity Derivatives, FX Options, Structured Finance, Hedging, Securities, Quantitative Finance, Mutual Funds, Credit Derivatives, Alternative Investments
Education
Stanford University 2000 — 2001
MS, Industrial Engineering
The University of Hong Kong 1998 — 2000
MA, Economics
Columbia College (NY) 1994 — 1998
BA, Biology, Geology, Economics
St Stephen's Girls College 1984 — 1994
High School
Vincent Romano's Morgan Stanley Experience February 2007 - May 2012
Job Photographer and Firearms Instructor
Industry Photography
Experience
Morgan Stanley February 2007 - May 2012
Education
Columbia College Chicago 1996 — 1998
Marketing
Morgan Stanley February 2007 - May 2012
Education
Columbia College Chicago 1996 — 1998
Marketing
W. Bradford Paley's Morgan Stanley Experience 2002 - 2005
Job Interaction Designer; "cognitive engineer"
Industry Design
Experience
Digital Image Design Incorporated 1981 - Present
RMS 2010 - 2013
JP Morgan Asset Management 2010 - 2011
BIDS Trading March 2009 - May 2009
Lehman Brothers 2007 - 2008
NYSE 2003 - 2006
SLK 2004 - 2005
Morgan Stanley 2002 - 2005
Merrill Lynch 2003 - 2004
Goldman Sachs 2000 - 2002
Skills
Interaction Design, Information Architecture, Business Analysis, User Experience, User Interface, Java, Management, Usability Testing, User Interface Design
Education
Columbia Engineering 2003 — 2008
Adjunct Associate Professor, Computer Science
University of California, Berkeley 1979 — 1981
BA Economics, Phi Beta Kappa
Digital Image Design Incorporated 1981 - Present
RMS 2010 - 2013
JP Morgan Asset Management 2010 - 2011
BIDS Trading March 2009 - May 2009
Lehman Brothers 2007 - 2008
NYSE 2003 - 2006
SLK 2004 - 2005
Morgan Stanley 2002 - 2005
Merrill Lynch 2003 - 2004
Goldman Sachs 2000 - 2002
Skills
Interaction Design, Information Architecture, Business Analysis, User Experience, User Interface, Java, Management, Usability Testing, User Interface Design
Education
Columbia Engineering 2003 — 2008
Adjunct Associate Professor, Computer Science
University of California, Berkeley 1979 — 1981
BA Economics, Phi Beta Kappa
Bob Lane's Morgan Stanley Experience September 2001 - November 2002
Job Registered Representative at Lane Strategies
Industry Financial Services
Experience
Lane Strategies April 2007 - Present
Presidential Brokerage December 2002 - April 2007
Morgan Stanley September 2001 - November 2002
Wells Fargo Advisors March 1998 - September 2001
U.S. Bank June 1995 - March 1998
MassMutual Financial Group January 1991 - June 1995
MetLife January 1984 - December 1990
Skills
Investments, Strategic Planning, Customer Service, Retirement Planning, Microsoft Office, Strategic Financial..., Marketing, New Business Development, Project Management, Small Business, Microsoft Excel, Insurance, Mutual Funds, Financial Advisory, Finance, Management, Securities, Training, Real Estate, Retirement, Recruiting, IRAs, 401k, Financial Analysis, Series 7, Wealth Management, Estate Planning, Investment Advisory, Asset Allocation, FINRA, Accounting, Roth IRA, Employee Benefits, Team Building, Series 65, Sales Management, Equities, Contract Negotiation, Financial Reporting, Public Speaking, Business Planning, Disability Insurance, Social Networking, Term Life Insurance, Tax, Life Insurance, Banking, Risk Management, Alternative Investments, Portfolio Management
Education
University of Colorado at Colorado Springs 1986 — 1987
MBA, Accounting and Business/Management
Colorado State University-Pueblo 1979 — 1983
Bachelor of Science (BS), Accounting and Finance
Lane Strategies April 2007 - Present
Presidential Brokerage December 2002 - April 2007
Morgan Stanley September 2001 - November 2002
Wells Fargo Advisors March 1998 - September 2001
U.S. Bank June 1995 - March 1998
MassMutual Financial Group January 1991 - June 1995
MetLife January 1984 - December 1990
Skills
Investments, Strategic Planning, Customer Service, Retirement Planning, Microsoft Office, Strategic Financial..., Marketing, New Business Development, Project Management, Small Business, Microsoft Excel, Insurance, Mutual Funds, Financial Advisory, Finance, Management, Securities, Training, Real Estate, Retirement, Recruiting, IRAs, 401k, Financial Analysis, Series 7, Wealth Management, Estate Planning, Investment Advisory, Asset Allocation, FINRA, Accounting, Roth IRA, Employee Benefits, Team Building, Series 65, Sales Management, Equities, Contract Negotiation, Financial Reporting, Public Speaking, Business Planning, Disability Insurance, Social Networking, Term Life Insurance, Tax, Life Insurance, Banking, Risk Management, Alternative Investments, Portfolio Management
Education
University of Colorado at Colorado Springs 1986 — 1987
MBA, Accounting and Business/Management
Colorado State University-Pueblo 1979 — 1983
Bachelor of Science (BS), Accounting and Finance
Lawrence A. Cook, CFA, CAIA's Morgan Stanley Experience September 1990 - November 2002
Job Executive Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management January 2011 - Present
Zazove Associates May 2006 - September 2010
Merrill Lynch May 2003 - May 2006
Morgan Stanley September 1990 - November 2002
Montgomery Securities July 1986 - August 1990
Skills
Equities, Asset Management, Capital Markets, Customer Relations, Institutional, Asset Managment, Alternative Investments, Customer Service, Fixed Income, Relationship Management, Hedge Funds, Asset Allocation, Investment Management, Investment Strategies, Series 7
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance, Accounting
Colorado College 1979 — 1983
BA, Economics
The University of Edinburgh 1980 — 1981
Economics
Lyons Township High School
Lyons Township High School
Lyons Township High School
UBS Global Asset Management January 2011 - Present
Zazove Associates May 2006 - September 2010
Merrill Lynch May 2003 - May 2006
Morgan Stanley September 1990 - November 2002
Montgomery Securities July 1986 - August 1990
Skills
Equities, Asset Management, Capital Markets, Customer Relations, Institutional, Asset Managment, Alternative Investments, Customer Service, Fixed Income, Relationship Management, Hedge Funds, Asset Allocation, Investment Management, Investment Strategies, Series 7
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance, Accounting
Colorado College 1979 — 1983
BA, Economics
The University of Edinburgh 1980 — 1981
Economics
Lyons Township High School
Lyons Township High School
Lyons Township High School
Irene Galindo's Morgan Stanley Experience May 1991 - October 2007
Job Customer Service/Clerical/Receptionist
Industry Investment Banking
Experience
Morgan Stanley May 1991 - October 2007
Education
Colorado Mesa University 1978 — 1980
Morgan Stanley May 1991 - October 2007
Education
Colorado Mesa University 1978 — 1980
Michael Tighe's Morgan Stanley Experience June 2006 - May 2013
Job BTIG
Industry Financial Services
Experience
BTIG March 2015 - Present
Bank of America Merrill Lynch July 2013 - June 2015
Morgan Stanley June 2006 - May 2013
Bank of America March 2003 - May 2006
Merrill Lynch July 1998 - March 2001
Skills
Series 7, Series 63, Series 24, Candian trader exams, Equities, Trading
Education
College of the Holy Cross 1987 — 1991
Bachelor's degree, History
Arlington High School 1984 — 1987
BTIG March 2015 - Present
Bank of America Merrill Lynch July 2013 - June 2015
Morgan Stanley June 2006 - May 2013
Bank of America March 2003 - May 2006
Merrill Lynch July 1998 - March 2001
Skills
Series 7, Series 63, Series 24, Candian trader exams, Equities, Trading
Education
College of the Holy Cross 1987 — 1991
Bachelor's degree, History
Arlington High School 1984 — 1987
Boku Prince's Morgan Stanley Experience March 2004 - May 2006
Job Vice President, Partner at Managed Capital Advisory Group Ltd.
Industry Investment Management
Experience
Managed Capital Advisory Group Ltd. March 2006 - Present
Morgan Stanley March 2004 - May 2006
Net Megastore PTE Ltd. August 1999 - August 2001
Valley Media Inc. December 1995 - May 1999
Alliance Entertainment February 1991 - November 1995
Skills
Alternative Investments, Financial Markets, Finance, Options, Investment Strategies, Commodity, Equities, Portfolio Management, Asset Allocation, FX Options, Arbitrage, Asset Management, Fixed Income, Trading, Trading Strategies, Hedge Funds, Derivatives, Managed Futures
Education
Sophia University 1986 — 1990
JLI, Economics, Japanese Language
Colorado College 1983 — 1988
B.A.
Colorado College 1983 — 1987
St. Lukes 1980 — 1983
Managed Capital Advisory Group Ltd. March 2006 - Present
Morgan Stanley March 2004 - May 2006
Net Megastore PTE Ltd. August 1999 - August 2001
Valley Media Inc. December 1995 - May 1999
Alliance Entertainment February 1991 - November 1995
Skills
Alternative Investments, Financial Markets, Finance, Options, Investment Strategies, Commodity, Equities, Portfolio Management, Asset Allocation, FX Options, Arbitrage, Asset Management, Fixed Income, Trading, Trading Strategies, Hedge Funds, Derivatives, Managed Futures
Education
Sophia University 1986 — 1990
JLI, Economics, Japanese Language
Colorado College 1983 — 1988
B.A.
Colorado College 1983 — 1987
St. Lukes 1980 — 1983
Huabiao Xu's Morgan Stanley Experience July 2011 - May 2014
Job Associate
Industry Financial Services
Experience
A Quantitative Hedge Fund June 2014 - Present
Morgan Stanley July 2011 - May 2014
Bloomberg June 2008 - July 2011
Skills
Derivatives, Equities, Trading Systems, Unix, Fixed Income, Bloomberg
Education
Columbia Engineering 2004 — 2008
BS, Computer Science, Economics
A Quantitative Hedge Fund June 2014 - Present
Morgan Stanley July 2011 - May 2014
Bloomberg June 2008 - July 2011
Skills
Derivatives, Equities, Trading Systems, Unix, Fixed Income, Bloomberg
Education
Columbia Engineering 2004 — 2008
BS, Computer Science, Economics
Amandeep singh's Morgan Stanley Experience May 2010 - August 2010
Job Quantitative Developer at Barclays Capital
Industry Investment Banking
Experience
Barclays Investment Bank February 2011 - Present
Columbia University January 2010 - December 2010
Columbia University August 2009 - December 2010
Morgan Stanley May 2010 - August 2010
Bank of America September 2006 - July 2009
Skills
C++, Matlab, R, Machine Learning, Data Mining, SQL, JAVA, C#, Credit Risk and..., Counterparty Risk, Derivative, Algorithms, Linux, Perl, Python, QuantLib, Quant Finance, Fixed Income, Equities
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2010
MS, Computer Science - Majored in Machine Learning.
Punjab University
B.Tech, Electronics and Communication
Barclays Investment Bank February 2011 - Present
Columbia University January 2010 - December 2010
Columbia University August 2009 - December 2010
Morgan Stanley May 2010 - August 2010
Bank of America September 2006 - July 2009
Skills
C++, Matlab, R, Machine Learning, Data Mining, SQL, JAVA, C#, Credit Risk and..., Counterparty Risk, Derivative, Algorithms, Linux, Perl, Python, QuantLib, Quant Finance, Fixed Income, Equities
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2010
MS, Computer Science - Majored in Machine Learning.
Punjab University
B.Tech, Electronics and Communication
Hans Hyttinen's Morgan Stanley Experience May 2010 - August 2010
Job Developer at Turntable.fm
Industry Computer Software
Experience
Turntable.fm May 2012 - Present
Goldman Sachs July 2011 - August 2011
Bwog October 2008 - May 2011
Morgan Stanley May 2010 - August 2010
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2012
BS, Computer Science
The American School in London 2006 — 2008
Latin School of Chicago 2004 — 2006
Turntable.fm May 2012 - Present
Goldman Sachs July 2011 - August 2011
Bwog October 2008 - May 2011
Morgan Stanley May 2010 - August 2010
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2012
BS, Computer Science
The American School in London 2006 — 2008
Latin School of Chicago 2004 — 2006
Robert Leonard's Morgan Stanley Experience July 1999 - March 2003
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2003 - Present
Morgan Stanley July 1999 - March 2003
State Street January 1998 - July 1999
Fidelity Capital Markets April 1993 - January 1998
Abel Noser Corp October 1989 - April 1993
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Trading, Asset Management, Derivatives, Fund Of Funds, Institutional...
Education
College of the Holy Cross
BA, Economics
Credit Suisse March 2003 - Present
Morgan Stanley July 1999 - March 2003
State Street January 1998 - July 1999
Fidelity Capital Markets April 1993 - January 1998
Abel Noser Corp October 1989 - April 1993
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Trading, Asset Management, Derivatives, Fund Of Funds, Institutional...
Education
College of the Holy Cross
BA, Economics
Clyde Duran's Morgan Stanley Experience September 2000 - December 2004
Job Sub Teacher at San Bernardino Unified School Dist
Industry Financial Services
Experience
Corona Unified School Dist May 2009 - Present
San Bernardino Unified School Dist March 2009 - Present
Experience Unlimited 2008 - 2009
AIG SunAmerica April 2006 - December 2007
Piedra Capital January 2004 - February 2006
Morgan Stanley September 2000 - December 2004
Paine Webber December 1990 - August 2000
Education
University of Phoenix 2009 — 2010
M.A. Education, Teaching
University of Colorado Denver 1985 — 1987
B.A., Economics
Colorado School of Mines 1982 — 1984
Chemical Engineering and Economics
Regis University 1980 — 1982
Chemistry and Economics
Corona Unified School Dist May 2009 - Present
San Bernardino Unified School Dist March 2009 - Present
Experience Unlimited 2008 - 2009
AIG SunAmerica April 2006 - December 2007
Piedra Capital January 2004 - February 2006
Morgan Stanley September 2000 - December 2004
Paine Webber December 1990 - August 2000
Education
University of Phoenix 2009 — 2010
M.A. Education, Teaching
University of Colorado Denver 1985 — 1987
B.A., Economics
Colorado School of Mines 1982 — 1984
Chemical Engineering and Economics
Regis University 1980 — 1982
Chemistry and Economics
Atul Kapoor's Morgan Stanley Experience June 2010 - June 2012
Job VP of Engineering at Soft System Solution
Industry Financial Services
Experience
Soft System Solution August 2013 - Present
JPMorgan Chase June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Morgan Stanley June 2010 - June 2012
Soft System Solution August 2008 - July 2010
New York City Department of Finance July 2008 - August 2008
ASAP 2007 - 2008
Baruch College 2007 - 2007
American Software Technologies May 2005 - February 2006
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2012 — 2014
Bachelor of Science (BS), Operations Research, Entrepreneurship
Fordham University 2009 — 2013
Bachelor of Science (BS), Computer Science, Mathematics
Academy of Finance and Enterprise 2005 — 2009
Business, Finance
Soft System Solution August 2013 - Present
JPMorgan Chase June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Morgan Stanley June 2010 - June 2012
Soft System Solution August 2008 - July 2010
New York City Department of Finance July 2008 - August 2008
ASAP 2007 - 2008
Baruch College 2007 - 2007
American Software Technologies May 2005 - February 2006
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2012 — 2014
Bachelor of Science (BS), Operations Research, Entrepreneurship
Fordham University 2009 — 2013
Bachelor of Science (BS), Computer Science, Mathematics
Academy of Finance and Enterprise 2005 — 2009
Business, Finance
Scott Vosdoganes's Morgan Stanley Experience 2000 - 2002
Job Project Management Manager at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage February 2011 - Present
Wells Fargo Home Mortgage October 2010 - February 2011
Wells Fargo Home Mortgage January 2008 - October 2010
Royal Bank of Scotland Group 2002 - December 2007
Morgan Stanley 2000 - 2002
Skills
Coaching, Management Consulting, Business Process..., Project Management, Strategy, Requirements Analysis, Requirements Gathering, Portfolio Management, Change Management, Relationship Management, SharePoint, Strategic Planning, Mortgage Lending, Performance Management, Training, Risk Management, Process Improvement, Leadership, Project Planning, Business Analysis, PMO, Project Portfolio..., Business Process, Business Requirements, Team Building, Business Strategy, Leadership Development, Integration, Training Delivery, Business Process Design, Program Management, Vendor Management
Education
Colorado State University 2009 — 2013
MBA
Texas Tech University 1995 — 1999
BS
Wells Fargo Home Mortgage February 2011 - Present
Wells Fargo Home Mortgage October 2010 - February 2011
Wells Fargo Home Mortgage January 2008 - October 2010
Royal Bank of Scotland Group 2002 - December 2007
Morgan Stanley 2000 - 2002
Skills
Coaching, Management Consulting, Business Process..., Project Management, Strategy, Requirements Analysis, Requirements Gathering, Portfolio Management, Change Management, Relationship Management, SharePoint, Strategic Planning, Mortgage Lending, Performance Management, Training, Risk Management, Process Improvement, Leadership, Project Planning, Business Analysis, PMO, Project Portfolio..., Business Process, Business Requirements, Team Building, Business Strategy, Leadership Development, Integration, Training Delivery, Business Process Design, Program Management, Vendor Management
Education
Colorado State University 2009 — 2013
MBA
Texas Tech University 1995 — 1999
BS
Michael Writz's Morgan Stanley Experience July 2005 - June 2006
Job Project Manager at GSA
Industry Construction
Experience
GSA June 2009 - Present
Evans Chaffee Construction Group June 2008 - October 2008
Babco Construction June 2007 - May 2008
Morgan Stanley July 2005 - June 2006
Skills
Construction Management, Project Management, Contract Management, Program Management, Construction, Contract Negotiation, LEED, Green Building, Project Planning, LEED AP, Sustainability, Strategic Planning, Real Estate Development, MS Project, Value Engineering, Budgets, Management, Change Management, Process Improvement, Process Scheduler, Financial Analysis, Due Diligence, Financial Modeling, Strategy
Education
Colorado State University 2000 — 2004
Bachelors, Finace/Real Estate, Construction Management
Columbine high school
GSA June 2009 - Present
Evans Chaffee Construction Group June 2008 - October 2008
Babco Construction June 2007 - May 2008
Morgan Stanley July 2005 - June 2006
Skills
Construction Management, Project Management, Contract Management, Program Management, Construction, Contract Negotiation, LEED, Green Building, Project Planning, LEED AP, Sustainability, Strategic Planning, Real Estate Development, MS Project, Value Engineering, Budgets, Management, Change Management, Process Improvement, Process Scheduler, Financial Analysis, Due Diligence, Financial Modeling, Strategy
Education
Colorado State University 2000 — 2004
Bachelors, Finace/Real Estate, Construction Management
Columbine high school
P. Casey Gough's Morgan Stanley Experience January 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley October 2009 - Present
Holy Cross Gridiron Club January 2009 - Present
Skills
Series 7, Series 63, Bloomberg, Fixed Income
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts
Fenwick High School College Prep. 1999 — 2003
HS DP
Morgan Stanley January 2014 - Present
Morgan Stanley October 2009 - Present
Holy Cross Gridiron Club January 2009 - Present
Skills
Series 7, Series 63, Bloomberg, Fixed Income
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts
Fenwick High School College Prep. 1999 — 2003
HS DP
Jeffrey Jay Haberman's Morgan Stanley Experience May 2005 - November 2008
Job Senior CMBS loan originator
Industry Commercial Real Estate
Experience
Morgan Stanley Mortgage Capital October 2010 - Present
A10 Capital January 2010 - September 2010
JJH CRE Advisory, LLC November 2008 - December 2009
Morgan Stanley May 2005 - November 2008
KeyBank Real Estate Capital 2002 - 2005
General American Life 1989 - 2002
Education
George Mason University 1997 — 1999
MBA, Economics, Finance, Accounting, Marketing
Colorado State University 1983 — 1988
BA, Economics
Morgan Stanley Mortgage Capital October 2010 - Present
A10 Capital January 2010 - September 2010
JJH CRE Advisory, LLC November 2008 - December 2009
Morgan Stanley May 2005 - November 2008
KeyBank Real Estate Capital 2002 - 2005
General American Life 1989 - 2002
Education
George Mason University 1997 — 1999
MBA, Economics, Finance, Accounting, Marketing
Colorado State University 1983 — 1988
BA, Economics
Hui-Chun Lee's Morgan Stanley Experience 2009 - 2012
Job Business Development at Two Sigma Investments
Industry Financial Services
Experience
Two Sigma Investments 2012 - Present
Morgan Stanley 2009 - 2012
Morgan Stanley 2006 - 2009
Morgan Stanley 2003 - 2006
Clifford Chance LLP 2000 - 2003
Federal Reserve Bank of New York 1999 - 2000
Skills
Prime Brokerage, Securities Lending, Hedge Funds, Equities, Capital Markets, Investments, Finance, Asset Management, Investment Banking, Derivatives
Education
Columbia College (NY)
BA, Economics/Political Science
Georgetown University Law Center
Doctor of Law (J.D.)
Two Sigma Investments 2012 - Present
Morgan Stanley 2009 - 2012
Morgan Stanley 2006 - 2009
Morgan Stanley 2003 - 2006
Clifford Chance LLP 2000 - 2003
Federal Reserve Bank of New York 1999 - 2000
Skills
Prime Brokerage, Securities Lending, Hedge Funds, Equities, Capital Markets, Investments, Finance, Asset Management, Investment Banking, Derivatives
Education
Columbia College (NY)
BA, Economics/Political Science
Georgetown University Law Center
Doctor of Law (J.D.)
Marcus Friedman's Morgan Stanley Experience 2004 - 2005
Job Vice President, Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan June 2008 - Present
J.P. Morgan August 2005 - June 2008
Morgan Stanley 2004 - 2005
Skills
Hedge Funds, Fixed Income, Investment Strategies, Investment Management, Investments, Alternative Investments
Education
Colorado State University 2000 — 2003
B.S. Business Administration, Finance and Real Estate
Queensland University of Technology 2002 — 2002
Study abroad program, International finance and economics
J.P. Morgan June 2008 - Present
J.P. Morgan August 2005 - June 2008
Morgan Stanley 2004 - 2005
Skills
Hedge Funds, Fixed Income, Investment Strategies, Investment Management, Investments, Alternative Investments
Education
Colorado State University 2000 — 2003
B.S. Business Administration, Finance and Real Estate
Queensland University of Technology 2002 — 2002
Study abroad program, International finance and economics
Yanjun Joyce Liao's Morgan Stanley Experience June 2008 - January 2009
Job CFA
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
Pacific Gas and Electric Company March 2009 - June 2011
Morgan Stanley June 2008 - January 2009
Citi Group October 2007 - January 2008
Goldman Sachs September 2004 - March 2007
CA June 2000 - September 2004
Skills
Strategy, Analytics, Fixed Income, SQL, Fixed Income Analysis, Derivatives
Education
Columbia Engineering
MS, Computer Science
Nanjing University
Nanjing University
University of California, Berkeley, Haas School of Business
Master, Financial Engineering
TIAA-CREF June 2011 - Present
Pacific Gas and Electric Company March 2009 - June 2011
Morgan Stanley June 2008 - January 2009
Citi Group October 2007 - January 2008
Goldman Sachs September 2004 - March 2007
CA June 2000 - September 2004
Skills
Strategy, Analytics, Fixed Income, SQL, Fixed Income Analysis, Derivatives
Education
Columbia Engineering
MS, Computer Science
Nanjing University
Nanjing University
University of California, Berkeley, Haas School of Business
Master, Financial Engineering
Yavor Tchakalov's Morgan Stanley Experience January 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley February 2007 - December 2012
Morgan Stanley June 2006 - August 2006
University of Bridgeport March 2001 - December 2001
YMCA September 1999 - July 2000
Skills
Derivatives, Fixed Income, Credit Derivatives, Financial Risk, Credit, Java, Sun Certified Java..., Core Java, Software Development, Machine Learning, Sybase, Structured Products, Market Risk, Unix, SQL, CDS, Valuation, Market Data, Capital Markets, C++, Trading Systems, Financial Markets, Trading
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2006
M.S., Computer Science - Machine Learning
University of Bridgeport 2000 — 2004
B.S., Computer Science, Summa Cum Laude
Morgan Stanley January 2013 - Present
Morgan Stanley February 2007 - December 2012
Morgan Stanley June 2006 - August 2006
University of Bridgeport March 2001 - December 2001
YMCA September 1999 - July 2000
Skills
Derivatives, Fixed Income, Credit Derivatives, Financial Risk, Credit, Java, Sun Certified Java..., Core Java, Software Development, Machine Learning, Sybase, Structured Products, Market Risk, Unix, SQL, CDS, Valuation, Market Data, Capital Markets, C++, Trading Systems, Financial Markets, Trading
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2006
M.S., Computer Science - Machine Learning
University of Bridgeport 2000 — 2004
B.S., Computer Science, Summa Cum Laude
Bud Bentley's Morgan Stanley Experience 1985 - 1991
Job Founder, Principal, The Highline Group
Industry Financial Services
Experience
Highline Group January 2008 - Present
Macquarie Group May 2010 - May 2012
BlackRock October 2006 - January 2008
Merrill Lynch Investment Managers September 1999 - October 2006
Miller Anderson & Sherrerd / Morgan Stanley November 1996 - September 1999
Lehman Brothers December 1991 - November 1996
Morgan Stanley 1985 - 1991
Skills
Trading Systems, Vendor Management, Hedge Funds, Financial Services, Equities, Asset Managment, Derivatives, Management, Enterprise Architecture, IT Strategy, PMO, Infrastructure, Project Management, Investment Management, Investment Banking, IT Management, Fixed Income, Program Management, Risk Management, SDLC, Capital Markets, Disaster Recovery, Business Analysis, Asset Management, Project Portfolio..., Outsourcing, Software Project..., Governance, Portfolio Management, Technology Management, Change Management, Strategy, Operations Management, Integration, Requirements Analysis, Project Delivery, Business Transformation, Executive Management, Electronic Trading, Requirements Gathering
Education
Colorado State University 1980 — 1981
BS, Economics
Highline Group January 2008 - Present
Macquarie Group May 2010 - May 2012
BlackRock October 2006 - January 2008
Merrill Lynch Investment Managers September 1999 - October 2006
Miller Anderson & Sherrerd / Morgan Stanley November 1996 - September 1999
Lehman Brothers December 1991 - November 1996
Morgan Stanley 1985 - 1991
Skills
Trading Systems, Vendor Management, Hedge Funds, Financial Services, Equities, Asset Managment, Derivatives, Management, Enterprise Architecture, IT Strategy, PMO, Infrastructure, Project Management, Investment Management, Investment Banking, IT Management, Fixed Income, Program Management, Risk Management, SDLC, Capital Markets, Disaster Recovery, Business Analysis, Asset Management, Project Portfolio..., Outsourcing, Software Project..., Governance, Portfolio Management, Technology Management, Change Management, Strategy, Operations Management, Integration, Requirements Analysis, Project Delivery, Business Transformation, Executive Management, Electronic Trading, Requirements Gathering
Education
Colorado State University 1980 — 1981
BS, Economics
Peter Small's Morgan Stanley Experience May 2004 - December 2008
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Prime Brokerage January 2013 - Present
Morgan Stanley Prime Brokerage December 2008 - January 2013
Morgan Stanley May 2004 - December 2008
Education
College of the Holy Cross 1997 — 2001
Chaminade 1993 — 1997
Morgan Stanley Prime Brokerage January 2013 - Present
Morgan Stanley Prime Brokerage December 2008 - January 2013
Morgan Stanley May 2004 - December 2008
Education
College of the Holy Cross 1997 — 2001
Chaminade 1993 — 1997
Kathy Donnelly's Morgan Stanley Experience January 1985 - January 1987
Job Owner, Beauregard Fine Art
Industry Arts and Crafts
Experience
Beauregard Fine Art October 2001 - Present
Beauregard Fine Art January 2001 - Present
Accenture January 1987 - January 1992
Morgan Stanley January 1985 - January 1987
Price Waterhouse January 1983 - January 1985
Skills
Visual Arts, Sculpture, Fundraising, Painting, Editing, Event Management, Portraits, Non-profits, Social Media Marketing
Education
College of the Holy Cross 1978 — 1982
B.A, History
Northeastern University 1983 — 1984
MBA in accounting
Beauregard Fine Art October 2001 - Present
Beauregard Fine Art January 2001 - Present
Accenture January 1987 - January 1992
Morgan Stanley January 1985 - January 1987
Price Waterhouse January 1983 - January 1985
Skills
Visual Arts, Sculpture, Fundraising, Painting, Editing, Event Management, Portraits, Non-profits, Social Media Marketing
Education
College of the Holy Cross 1978 — 1982
B.A, History
Northeastern University 1983 — 1984
MBA in accounting
Allen Jaques's Morgan Stanley Experience February 2014 - Present
Job DB2 Systems Programmer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley February 2014 - Present
VariQ July 2013 - February 2014
Navy Federal Credit Union April 2012 - April 2013
Paragon Consulting Services March 2008 - April 2012
Elite Technical Services October 2007 - February 2008
Freddie Mac October 2006 - October 2007
Lockheed Martin July 2003 - October 2006
ASG Software Solutions / Landmark Systems May 2001 - November 2002
Sallie Mae August 1996 - May 2001
GRCI October 1995 - August 1996
Skills
DB2 systems programming, DB2 database..., z/OS systems programming, Capacity and..., SAS programming, IBM Assembler..., Web Services, SQL, Databases, Performance Tuning, z/OS, DB2, IT Strategy, XML, SMP/E, Assembler, MVS, WebSphere Application..., SQL Tuning, Mainframe
Education
Colorado Technical University
Doctor of Computer Science (have not yet completed), Computer Science, 3.8
The George Washington University 2001 — 2005
M.S.I.S.T., Information Systems Technology, 3.6
Webster University 1990 — 1993
M.A., Computer Resources and Information Management (Computer Science minor), 3.85
University of South Carolina-Columbia 1979 — 1981
B.S., Computer Science, 3.0
University of South Carolina-Columbia 1974 — 1978
B.S., Business -- Management and Management Science (Information Systems) double major, 3.3
Morgan Stanley February 2014 - Present
VariQ July 2013 - February 2014
Navy Federal Credit Union April 2012 - April 2013
Paragon Consulting Services March 2008 - April 2012
Elite Technical Services October 2007 - February 2008
Freddie Mac October 2006 - October 2007
Lockheed Martin July 2003 - October 2006
ASG Software Solutions / Landmark Systems May 2001 - November 2002
Sallie Mae August 1996 - May 2001
GRCI October 1995 - August 1996
Skills
DB2 systems programming, DB2 database..., z/OS systems programming, Capacity and..., SAS programming, IBM Assembler..., Web Services, SQL, Databases, Performance Tuning, z/OS, DB2, IT Strategy, XML, SMP/E, Assembler, MVS, WebSphere Application..., SQL Tuning, Mainframe
Education
Colorado Technical University
Doctor of Computer Science (have not yet completed), Computer Science, 3.8
The George Washington University 2001 — 2005
M.S.I.S.T., Information Systems Technology, 3.6
Webster University 1990 — 1993
M.A., Computer Resources and Information Management (Computer Science minor), 3.85
University of South Carolina-Columbia 1979 — 1981
B.S., Computer Science, 3.0
University of South Carolina-Columbia 1974 — 1978
B.S., Business -- Management and Management Science (Information Systems) double major, 3.3
Sheri Conner Gausepohl's Morgan Stanley Experience 2013 - Present
Job Sr. Business Analyst
Industry Management Consulting
Experience
Morgan Stanley 2013 - Present
Citigroup 2011 - 2012
Morgan Stanley 2006 - 2011
Colorado State University 2002 - 2006
ChevronTexaco Inc. 2000 - 2003
Morgan Stanley 1998 - 2001
ProAct Technologies Corp 1996 - 2000
Skills
Process Improvement, Requirements Gathering, Requirements Analysis, SDLC, Instructional Design, IT Risk Management, Project Management, Strategic Planning, Financial Services, SharePoint, Leadership, Business Process..., Visio, Training, CRM, Data Analysis, IT Strategy, Banking, Technical Writing, Financial Modeling, Portfolio Management, Analysis, Risk Management, Disaster Recovery, Business Analysis, Program Management, Operational Risk..., Testing, Vendor Management, Captivate, PMO, Needs Analysis, Information Technology, Project Planning, Software Project..., Management, Learning Management, Instructor-led Training, Knowledge Management, Change Management
Education
The University of Iowa
Bachelor of Arts (B.A.), English Language and Literature, General
Colorado State University
Atmospheric Sciences and Meteorology
Penn State University
Engineering
Morgan Stanley 2013 - Present
Citigroup 2011 - 2012
Morgan Stanley 2006 - 2011
Colorado State University 2002 - 2006
ChevronTexaco Inc. 2000 - 2003
Morgan Stanley 1998 - 2001
ProAct Technologies Corp 1996 - 2000
Skills
Process Improvement, Requirements Gathering, Requirements Analysis, SDLC, Instructional Design, IT Risk Management, Project Management, Strategic Planning, Financial Services, SharePoint, Leadership, Business Process..., Visio, Training, CRM, Data Analysis, IT Strategy, Banking, Technical Writing, Financial Modeling, Portfolio Management, Analysis, Risk Management, Disaster Recovery, Business Analysis, Program Management, Operational Risk..., Testing, Vendor Management, Captivate, PMO, Needs Analysis, Information Technology, Project Planning, Software Project..., Management, Learning Management, Instructor-led Training, Knowledge Management, Change Management
Education
The University of Iowa
Bachelor of Arts (B.A.), English Language and Literature, General
Colorado State University
Atmospheric Sciences and Meteorology
Penn State University
Engineering
Lyle Maretech's Morgan Stanley Experience February 2005 - June 2007
Job Associate Director of Network Office Supervision at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2008 - Present
Robert W. Baird & Co. June 2007 - June 2008
Morgan Stanley February 2005 - June 2007
Wachovia Securities, LLC September 2002 - February 2005
Merrill Lynch and Company, Inc. September 1999 - July 2002
Skills
Management, Leadership, Investments, Insurance, Series 7, Mutual Funds
Education
Colorado Mesa University 1986 — 1990
BBA, Finance
Northwestern Mutual August 2008 - Present
Robert W. Baird & Co. June 2007 - June 2008
Morgan Stanley February 2005 - June 2007
Wachovia Securities, LLC September 2002 - February 2005
Merrill Lynch and Company, Inc. September 1999 - July 2002
Skills
Management, Leadership, Investments, Insurance, Series 7, Mutual Funds
Education
Colorado Mesa University 1986 — 1990
BBA, Finance
Zia Chishti's Morgan Stanley Experience July 1992 - August 1995
Job Chairman at The Resource Group
Industry Venture Capital & Private Equity
Experience
The Resource Group March 2002 - Present
Align Technology June 1997 - March 2002
McKinsey & Company May 1996 - August 1996
Morgan Stanley July 1992 - August 1995
Skills
ASP.NET, Analysis, Angel Investing, BPO, Budgets, Business Analysis, Business Development, Business Intelligence, Business Planning, Business Process..., Business Strategy, C#, CRM, Call Center, Call Centers, Capital Raising, Change Management, Charismatic Leadership, Contact Centers, Corporate Development, Customer Satisfaction, Customer Service, Databases, Entrepreneurship, Financial Analysis, Financial Modeling, International Business..., Leadership, Management, Management Consulting, Marketing Strategy, Mergers, Microsoft SQL Server, Negotiation, New Business Development, Operations Management, Outsourcing, Performance Management, Private Equity, Product Development, Product Management, Project Management, Project Planning, Recruiting, SaaS, Sales Management, Solution Selling, Start-up Ventures, Start-ups, Strategic Leadership
Education
Stanford Graduate School of Business 1995 — 1997
MBA
Columbia College (NY) 1988 — 1992
BA, Economics, Computer Science
The Resource Group March 2002 - Present
Align Technology June 1997 - March 2002
McKinsey & Company May 1996 - August 1996
Morgan Stanley July 1992 - August 1995
Skills
ASP.NET, Analysis, Angel Investing, BPO, Budgets, Business Analysis, Business Development, Business Intelligence, Business Planning, Business Process..., Business Strategy, C#, CRM, Call Center, Call Centers, Capital Raising, Change Management, Charismatic Leadership, Contact Centers, Corporate Development, Customer Satisfaction, Customer Service, Databases, Entrepreneurship, Financial Analysis, Financial Modeling, International Business..., Leadership, Management, Management Consulting, Marketing Strategy, Mergers, Microsoft SQL Server, Negotiation, New Business Development, Operations Management, Outsourcing, Performance Management, Private Equity, Product Development, Product Management, Project Management, Project Planning, Recruiting, SaaS, Sales Management, Solution Selling, Start-up Ventures, Start-ups, Strategic Leadership
Education
Stanford Graduate School of Business 1995 — 1997
MBA
Columbia College (NY) 1988 — 1992
BA, Economics, Computer Science
Eric Manuel's Morgan Stanley Experience April 2010 - January 2015
Job Senior Site Reliability Engineer at LinkedIn
Industry Information Technology and Services
Experience
LinkedIn February 2015 - Present
Morgan Stanley April 2010 - January 2015
Copart January 2009 - January 2010
Morgan Stanley December 2000 - December 2008
Collective Technologies January 1998 - December 2000
Sun Microsystems 1994 - 1998
Skills
Integration, Fixed Income, Infrastructure, System Administration, Unix, Solaris, Trading Systems, Servers, Equities, Electronic Trading, FX Options, Shell Scripting, Ksh, System Deployment, SDLC, DevOps, Veritas Cluster Server, Linux System..., Performance Analysis, NetApp, Go, Perl, Disaster Recovery, Cloud Computing, Linux
Education
Colorado State University
LinkedIn February 2015 - Present
Morgan Stanley April 2010 - January 2015
Copart January 2009 - January 2010
Morgan Stanley December 2000 - December 2008
Collective Technologies January 1998 - December 2000
Sun Microsystems 1994 - 1998
Skills
Integration, Fixed Income, Infrastructure, System Administration, Unix, Solaris, Trading Systems, Servers, Equities, Electronic Trading, FX Options, Shell Scripting, Ksh, System Deployment, SDLC, DevOps, Veritas Cluster Server, Linux System..., Performance Analysis, NetApp, Go, Perl, Disaster Recovery, Cloud Computing, Linux
Education
Colorado State University
Marcel TenBerge's Morgan Stanley Experience May 2001 - April 2005
Job Market Executive Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Merrill Lynch January 2011 - May 2013
Merrill Lynch April 2009 - December 2010
Merrill Lynch March 2008 - April 2009
Merrill Lynch April 2005 - March 2008
Morgan Stanley May 2001 - April 2005
European Basketball League August 1996 - May 2001
Skills
Management, Financial Markets, Leadership, Private Equity, Wealth Management, Strategic Planning, Investment Banking, Credit, Estate Planning, Series 63, Portfolio Management, Due Diligence, Mergers & Acquisitions, Strategy, Investments, Mortgage Lending, Banking, 401k, Bonds, Mutual Funds, Series 7, Fixed Annuities, Asset Allocation, Risk Management, Retirement Planning, Uniform Combined State..., Strategic Financial..., Customer Service, Fixed Income, Business Development, Finance, Equities, Microsoft Excel, Public Speaking
Education
Northern Arizona University 1992 — 1996
Bachelor of Science (BS) - Business Administration, Finance
Colorado State University 1991 — 1992
Business Administration and Management, General
Merrill Lynch May 2013 - Present
Merrill Lynch January 2011 - May 2013
Merrill Lynch April 2009 - December 2010
Merrill Lynch March 2008 - April 2009
Merrill Lynch April 2005 - March 2008
Morgan Stanley May 2001 - April 2005
European Basketball League August 1996 - May 2001
Skills
Management, Financial Markets, Leadership, Private Equity, Wealth Management, Strategic Planning, Investment Banking, Credit, Estate Planning, Series 63, Portfolio Management, Due Diligence, Mergers & Acquisitions, Strategy, Investments, Mortgage Lending, Banking, 401k, Bonds, Mutual Funds, Series 7, Fixed Annuities, Asset Allocation, Risk Management, Retirement Planning, Uniform Combined State..., Strategic Financial..., Customer Service, Fixed Income, Business Development, Finance, Equities, Microsoft Excel, Public Speaking
Education
Northern Arizona University 1992 — 1996
Bachelor of Science (BS) - Business Administration, Finance
Colorado State University 1991 — 1992
Business Administration and Management, General
Parker Hendrix's Morgan Stanley Experience May 2006 - August 2007
Job Private Equity Analyst at Lariat Partners, LP
Industry Venture Capital & Private Equity
Experience
Morgan Stanley Private Wealth Management May 2012 - June 2013
Morgan Stanley Private Wealth Management May 2010 - May 2012
Black Creek Group May 2008 - August 2008
Arizona Sundogs Hockey Club May 2007 - August 2007
Morgan Stanley May 2006 - August 2007
Education
University of Denver 2011 — 2013
Master of Business Administration (MBA), Daniels College of Business
Colorado State University 2005 — 2009
Bachelor of Science
Morgan Stanley Private Wealth Management May 2012 - June 2013
Morgan Stanley Private Wealth Management May 2010 - May 2012
Black Creek Group May 2008 - August 2008
Arizona Sundogs Hockey Club May 2007 - August 2007
Morgan Stanley May 2006 - August 2007
Education
University of Denver 2011 — 2013
Master of Business Administration (MBA), Daniels College of Business
Colorado State University 2005 — 2009
Bachelor of Science
Matt McConnell's Morgan Stanley Experience 1999 - 2003
Job Director at Auerbach Grayson
Industry Financial Services
Experience
Auerbach Grayson June 2014 - Present
Independent Consultant November 2011 - June 2014
Fidelity Capital Markets December 2008 - October 2011
Bank of America 2006 - 2008
The Griswold Company, Inc 2003 - 2006
Morgan Stanley 1999 - 2003
HSBC 1995 - 1999
Morgan Stanley 1986 - 1995
Kidder Peabody 1981 - 1986
Skills
Equities, Trading, Series 7, Bloomberg, Hedge Funds, Electronic Trading, Customer Relations, Trading Systems, Series 24, International Equities, Brokerage, Series 63, Capital Markets, Customer Service, Wealth Management, Equity Trading, Investment Banking, Financial Markets, Mutual Funds, Relationship Management, Financial Services, CRM, Portfolio Management, Equity Derivatives, Securities, Fixed Income, Prime Brokerage, Equity Research, Emerging Markets, Options, Asset Management, Market Data, FINRA, Investments, ETFs, Middle Office, Alternative Investments, Derivatives, Securities Lending, Bonds, Structured Products, Investment Management, Proprietary Trading, Investment Strategies, Hedging, Investment Advisory, Swaps, Asset Allocation, Compliance, Valuation
Education
College of the Holy Cross 1977 — 1981
AB, Political Science
Fordham Prep 1973 — 1977
Auerbach Grayson June 2014 - Present
Independent Consultant November 2011 - June 2014
Fidelity Capital Markets December 2008 - October 2011
Bank of America 2006 - 2008
The Griswold Company, Inc 2003 - 2006
Morgan Stanley 1999 - 2003
HSBC 1995 - 1999
Morgan Stanley 1986 - 1995
Kidder Peabody 1981 - 1986
Skills
Equities, Trading, Series 7, Bloomberg, Hedge Funds, Electronic Trading, Customer Relations, Trading Systems, Series 24, International Equities, Brokerage, Series 63, Capital Markets, Customer Service, Wealth Management, Equity Trading, Investment Banking, Financial Markets, Mutual Funds, Relationship Management, Financial Services, CRM, Portfolio Management, Equity Derivatives, Securities, Fixed Income, Prime Brokerage, Equity Research, Emerging Markets, Options, Asset Management, Market Data, FINRA, Investments, ETFs, Middle Office, Alternative Investments, Derivatives, Securities Lending, Bonds, Structured Products, Investment Management, Proprietary Trading, Investment Strategies, Hedging, Investment Advisory, Swaps, Asset Allocation, Compliance, Valuation
Education
College of the Holy Cross 1977 — 1981
AB, Political Science
Fordham Prep 1973 — 1977
Henry Dougan, CFA's Morgan Stanley Experience February 2004 - April 2005
Job Investment Management Product Specialist at Transamerica
Industry Investment Management
Experience
Transamerica Asset Management August 2014 - Present
Transamerica Asset Management August 2013 - July 2014
Janus Capital Group August 2005 - August 2013
Janus Capital Group October 2009 - April 2010
Morgan Stanley February 2004 - April 2005
Skills
Investments, Investment Research, Investment Management, Investment Strategies, Asset Managment, Financial Modeling, Portfolio Management, Financial Analysis, Economic Research, Statistical Modeling, Finance, Economics, Econometrics, Statistics, Analysis, Mutual Funds, Equities, Securities, Hedge Funds, Microsoft Excel, Bloomberg, Factset, Morningstar, Lipper, EDGAR, Series 7
Education
Colorado State University 2000 — 2003
BA, Economics
Transamerica Asset Management August 2014 - Present
Transamerica Asset Management August 2013 - July 2014
Janus Capital Group August 2005 - August 2013
Janus Capital Group October 2009 - April 2010
Morgan Stanley February 2004 - April 2005
Skills
Investments, Investment Research, Investment Management, Investment Strategies, Asset Managment, Financial Modeling, Portfolio Management, Financial Analysis, Economic Research, Statistical Modeling, Finance, Economics, Econometrics, Statistics, Analysis, Mutual Funds, Equities, Securities, Hedge Funds, Microsoft Excel, Bloomberg, Factset, Morningstar, Lipper, EDGAR, Series 7
Education
Colorado State University 2000 — 2003
BA, Economics
Hans yves marius Ncho's Morgan Stanley Experience 2011 - 2011
Job New Accounts Specialist at 1st Global
Industry Financial Services
Experience
1st Global May 2013 - Present
Fidelity Investments September 2012 - May 2013
Chartwells (Higher Education Division) August 2008 - September 2012
Morgan Stanley 2011 - 2011
Skills
Finance, Accounting, Auditing, Financial Reporting, Financial Analysis, General Ledger, Banking, SAP, Access, QuickBooks, Forecasting, Time Management, Analysis, Business Strategy, Microsoft Office, Budgets, Cash Management, Accounts Payable, Customer Service, Microsoft Word, PowerPoint, Teamwork, Outlook, Team Leadership, Management, Account Reconciliation, Microsoft Excel, Inventory Management, Mutual Funds, US GAAP, Vlookup, Equities, PLC Programming, Energy Technology, Energy Industry, Petroleum, Electricity
Education
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (B.S.), Accounting and information Systems
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (B.S.), Finance
Collin County Community College 2008 — 2010
Business Administration and Management, General, Dean's List Fall 2008
Group pigier
Brevet de Technicien Superieur, Accounting and Finance
1st Global May 2013 - Present
Fidelity Investments September 2012 - May 2013
Chartwells (Higher Education Division) August 2008 - September 2012
Morgan Stanley 2011 - 2011
Skills
Finance, Accounting, Auditing, Financial Reporting, Financial Analysis, General Ledger, Banking, SAP, Access, QuickBooks, Forecasting, Time Management, Analysis, Business Strategy, Microsoft Office, Budgets, Cash Management, Accounts Payable, Customer Service, Microsoft Word, PowerPoint, Teamwork, Outlook, Team Leadership, Management, Account Reconciliation, Microsoft Excel, Inventory Management, Mutual Funds, US GAAP, Vlookup, Equities, PLC Programming, Energy Technology, Energy Industry, Petroleum, Electricity
Education
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (B.S.), Accounting and information Systems
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (B.S.), Finance
Collin County Community College 2008 — 2010
Business Administration and Management, General, Dean's List Fall 2008
Group pigier
Brevet de Technicien Superieur, Accounting and Finance
Joseph Shumbata's Morgan Stanley Experience December 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
UBS Financial Services Inc. July 2009 - December 2014
Education
College of the Holy Cross
Morgan Stanley December 2014 - Present
UBS Financial Services Inc. July 2009 - December 2014
Education
College of the Holy Cross
Emma Qing Peng WANG's Morgan Stanley Experience June 2012 - July 2012
Job Candidate for Master of Science in Operations Research at Columbia University in the City of New York
Industry Financial Services
Experience
Citi June 2014 - August 2014
China Life Pension Co., Ltd June 2013 - August 2013
Morgan Stanley June 2012 - July 2012
Pacific Alliance Group May 2012 - June 2012
Hyattsville City Municipal Government July 2011 - August 2011
Australia and New Zealand Banking Group Limited June 2010 - August 2010
Skills
Mandarin, Matlab, C++, Equity Research, Valuation, Bloomberg Terminal, Bloomberg, VHDL, Financial Modeling, VBA, C, Corporate Finance
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2013 — 2014
Master of Science (MS), Operations Research (Concentration in Financial and Managerial Applications)
University of Toronto 2012 — 2012
International Exchange Program
The Hong Kong University of Science and Technology 2009 — 2013
Bachelor of Engineering (BEng), Electronic Engineering
Citi June 2014 - August 2014
China Life Pension Co., Ltd June 2013 - August 2013
Morgan Stanley June 2012 - July 2012
Pacific Alliance Group May 2012 - June 2012
Hyattsville City Municipal Government July 2011 - August 2011
Australia and New Zealand Banking Group Limited June 2010 - August 2010
Skills
Mandarin, Matlab, C++, Equity Research, Valuation, Bloomberg Terminal, Bloomberg, VHDL, Financial Modeling, VBA, C, Corporate Finance
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2013 — 2014
Master of Science (MS), Operations Research (Concentration in Financial and Managerial Applications)
University of Toronto 2012 — 2012
International Exchange Program
The Hong Kong University of Science and Technology 2009 — 2013
Bachelor of Engineering (BEng), Electronic Engineering
Larry Achorn's Morgan Stanley Experience 1999 - 2001
Job Associate General Counsel, Antitrust and Commercial Litigation at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation 2008 - Present
Heller Ehrman White & McAuliffe 2002 - 2008
Robertson Stephens 2001 - 2002
Morgan Stanley 1999 - 2001
Gibson Dunn & Crutcher LLP 1989 - 1999
Skills
Intellectual Property, Securities Litigation, Internal Investigations, Corporate Governance, Litigation, Commercial Litigation
Education
University of California, Hastings College of the Law 1986 — 1989
JD, Law
Colorado State University 1979 — 1983
B.S., Business Administration
Intel Corporation 2008 - Present
Heller Ehrman White & McAuliffe 2002 - 2008
Robertson Stephens 2001 - 2002
Morgan Stanley 1999 - 2001
Gibson Dunn & Crutcher LLP 1989 - 1999
Skills
Intellectual Property, Securities Litigation, Internal Investigations, Corporate Governance, Litigation, Commercial Litigation
Education
University of California, Hastings College of the Law 1986 — 1989
JD, Law
Colorado State University 1979 — 1983
B.S., Business Administration
Brad Gloger's Morgan Stanley Experience
Job Wealth Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Education
Columbia College (NY)
Morgan Stanley
Education
Columbia College (NY)
Christopher Woodcock's Morgan Stanley Experience April 2015 - September 2015
Job Actively looking for a new opportunity
Industry Management Consulting
Experience
Morgan Stanley April 2015 - September 2015
Adamis Group USA May 2014 - September 2014
University of Maine January 2012 - May 2012
AEON Corporation March 2010 - March 2011
United States Senate September 2008 - December 2008
Skills
SPSS, Microsoft Office, Microsoft Excel, PowerPoint, Teaching, Research, Marketing, Client Relations, Training, Organizational..., Conflict Resolution, Data Analysis, recruiting, Data Reporting, Team Building, Project Management, Human Resources, Interviews, Survey Design, Management Consulting, Screening Resumes, Teaching English as a..., Public Speaking, Leadership Development
Education
Teachers College of Columbia University 2013 — 2015
Master of Arts (M.A.), Social Organizational Psychology
University of Maine 2011 — 2012
Independent Coursework, Psychology
Colorado College 2004 — 2008
Bachelor of Arts (B.A.), History
Morgan Stanley April 2015 - September 2015
Adamis Group USA May 2014 - September 2014
University of Maine January 2012 - May 2012
AEON Corporation March 2010 - March 2011
United States Senate September 2008 - December 2008
Skills
SPSS, Microsoft Office, Microsoft Excel, PowerPoint, Teaching, Research, Marketing, Client Relations, Training, Organizational..., Conflict Resolution, Data Analysis, recruiting, Data Reporting, Team Building, Project Management, Human Resources, Interviews, Survey Design, Management Consulting, Screening Resumes, Teaching English as a..., Public Speaking, Leadership Development
Education
Teachers College of Columbia University 2013 — 2015
Master of Arts (M.A.), Social Organizational Psychology
University of Maine 2011 — 2012
Independent Coursework, Psychology
Colorado College 2004 — 2008
Bachelor of Arts (B.A.), History
Kayecianne McNally's Morgan Stanley Experience April 2011 - Present
Job Accountant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2011 - Present
Bank of New York Mellon April 2007 - November 2010
Education
College of the Holy Cross 2002 — 2006
Political Science
Morgan Stanley April 2011 - Present
Bank of New York Mellon April 2007 - November 2010
Education
College of the Holy Cross 2002 — 2006
Political Science
Jim Appel CFP®'s Morgan Stanley Experience October 2000 - May 2007
Job Associate Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 2007 - Present
Morgan Stanley October 2000 - May 2007
A. G. Edwards and Sons, Inc. May 1992 - October 2000
Skills
Investments, Finance, Equities, Alternative Investments, Wealth Management..., Financial Services, Management, Series 7, Retirement Planning, Wealth Management, Venture Capital, Asset Allocation, Mutual Funds, Investment Advisory, Series 63, Securities, Retirement
Education
Certified Financial Planner Board of Standards 2004 — 2005
CERTIFIED FINANCIAL PLANNER™ (CFP®)
State of Colorado 1983 — 1984
Certified Public Accountant, CPA
Colorado College 1975 — 1979
Bachelor of Arts in Economics, Economics
Raymond James May 2007 - Present
Morgan Stanley October 2000 - May 2007
A. G. Edwards and Sons, Inc. May 1992 - October 2000
Skills
Investments, Finance, Equities, Alternative Investments, Wealth Management..., Financial Services, Management, Series 7, Retirement Planning, Wealth Management, Venture Capital, Asset Allocation, Mutual Funds, Investment Advisory, Series 63, Securities, Retirement
Education
Certified Financial Planner Board of Standards 2004 — 2005
CERTIFIED FINANCIAL PLANNER™ (CFP®)
State of Colorado 1983 — 1984
Certified Public Accountant, CPA
Colorado College 1975 — 1979
Bachelor of Arts in Economics, Economics
Ryan Cobo's Morgan Stanley Experience July 2013 - Present
Job Analyst at Momentum Worldwide
Industry Banking
Experience
Momentum Worldwide August 2014 - Present
Morgan Stanley July 2013 - Present
Morgan Stanley February 2012 - July 2013
Morgan Stanley June 2011 - February 2012
The Cambridge Organization June 2009 - August 2009
Western Queens Consultation Center April 2007 - January 2008
Skills
PowerPoint, Spanish, Microsoft Excel, Microsoft Word, Italian, Loan IQ, Documentum, Intralinks, Syndtrak, Debt Domain, Financial Analysis, Capital Markets, Finance, Loans
Education
College of the Holy Cross 2006 — 2010
BA, Economics, Minor in Italian
Università di Bologna 2008 — 2009
Study Abroad
Chaminade High School
Momentum Worldwide August 2014 - Present
Morgan Stanley July 2013 - Present
Morgan Stanley February 2012 - July 2013
Morgan Stanley June 2011 - February 2012
The Cambridge Organization June 2009 - August 2009
Western Queens Consultation Center April 2007 - January 2008
Skills
PowerPoint, Spanish, Microsoft Excel, Microsoft Word, Italian, Loan IQ, Documentum, Intralinks, Syndtrak, Debt Domain, Financial Analysis, Capital Markets, Finance, Loans
Education
College of the Holy Cross 2006 — 2010
BA, Economics, Minor in Italian
Università di Bologna 2008 — 2009
Study Abroad
Chaminade High School
Traci Kammerer's Morgan Stanley Experience September 1991 - March 2004
Job Client Services Coordinator at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2011 - Present
Ameriprise Financial July 2010 - December 2010
Wilson Downing Group LLC April 2004 - April 2010
Morgan Stanley September 1991 - March 2004
Education
Colorado State University 1986 — 1991
Bachelor's degree, Human Development and Family Studies, General
Ameriprise Financial January 2011 - Present
Ameriprise Financial July 2010 - December 2010
Wilson Downing Group LLC April 2004 - April 2010
Morgan Stanley September 1991 - March 2004
Education
Colorado State University 1986 — 1991
Bachelor's degree, Human Development and Family Studies, General
Rajan Sekaran's Morgan Stanley Experience 1994 - 2002
Job Principal at Sekaran Consulting LLC
Industry Financial Services
Experience
Sekaran Consulting LLC 2006 - Present
IFL 2004 - 2006
Morgan Stanley 1994 - 2002
J.P. Morgan 1987 - 1994
FICO 1984 - 1986
Skills
Investment Banking, Mergers & Acquisitions, Capital Markets, Alternative Investments, Hedge Funds, Valuation, Equities, Fixed Income
Education
Stanford University 1982 — 1984
MS, Mathematics
Columbia College (NY) 1978 — 1982
BA, Mathematics
Sekaran Consulting LLC 2006 - Present
IFL 2004 - 2006
Morgan Stanley 1994 - 2002
J.P. Morgan 1987 - 1994
FICO 1984 - 1986
Skills
Investment Banking, Mergers & Acquisitions, Capital Markets, Alternative Investments, Hedge Funds, Valuation, Equities, Fixed Income
Education
Stanford University 1982 — 1984
MS, Mathematics
Columbia College (NY) 1978 — 1982
BA, Mathematics
Chia-chie Wang's Morgan Stanley Experience February 2011 - Present
Job Information Technologist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2011 - Present
Morgan Stanley August 2000 - February 2011
Skills
Securities Lending
Education
New York University 2004 — 2007
MS, Mathematics in Finance
Columbia College (NY) 1996 — 2000
BA, Computer Science, Economics-Operations Research
Morgan Stanley February 2011 - Present
Morgan Stanley August 2000 - February 2011
Skills
Securities Lending
Education
New York University 2004 — 2007
MS, Mathematics in Finance
Columbia College (NY) 1996 — 2000
BA, Computer Science, Economics-Operations Research
Maggie McGoldrick's Morgan Stanley Experience 2013 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2013 - Present
Morgan Stanley Smith Barney June 2012 - January 2013
Alignment Financial Group June 2011 - August 2011
Skills
Series 7, Series 63, SQL, Microsoft Excel, Microsoft Access
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (BA), Economics
Cohasset High School 2005 — 2009
Morgan Stanley 2013 - Present
Morgan Stanley Smith Barney June 2012 - January 2013
Alignment Financial Group June 2011 - August 2011
Skills
Series 7, Series 63, SQL, Microsoft Excel, Microsoft Access
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (BA), Economics
Cohasset High School 2005 — 2009
Theodore Knoop's Morgan Stanley Experience March 2007 - August 2007
Job VP of Compliance at Medley
Industry Financial Services
Experience
Medley March 2014 - Present
Wellington Shields August 2012 - March 2014
John Thomas Financial January 2010 - December 2011
Capital One 2007 - 2010
Morgan Stanley March 2007 - August 2007
Skills
Series 7, 63, 24, 65,..., Series 63, Series 24, Series 7, Securities, FINRA, Bank Secrecy Act, Asset Management, Investments, Investment Advisory, SEC, Trading, Wealth Management, Retirement Planning, Securities Regulation, Equities, Mutual Funds, Capital Markets, Financial Services, AML, Financial Risk, Investment Strategies
Education
Colorado State University 1993 — 1998
liberal Arts, Social Sciences
Ponderosa
Medley March 2014 - Present
Wellington Shields August 2012 - March 2014
John Thomas Financial January 2010 - December 2011
Capital One 2007 - 2010
Morgan Stanley March 2007 - August 2007
Skills
Series 7, 63, 24, 65,..., Series 63, Series 24, Series 7, Securities, FINRA, Bank Secrecy Act, Asset Management, Investments, Investment Advisory, SEC, Trading, Wealth Management, Retirement Planning, Securities Regulation, Equities, Mutual Funds, Capital Markets, Financial Services, AML, Financial Risk, Investment Strategies
Education
Colorado State University 1993 — 1998
liberal Arts, Social Sciences
Ponderosa
Ryan Raphael's Morgan Stanley Experience July 2014 - Present
Job Capital Markets Operations Analyst Fixed Income Side at Morgan Stanley
Industry
Experience
Morgan Stanley July 2014 - Present
Pershing, a BNY Mellon company June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word
Education
College of the Holy Cross 2010 — 2014
Morgan Stanley July 2014 - Present
Pershing, a BNY Mellon company June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word
Education
College of the Holy Cross 2010 — 2014
Keone Fukuda's Morgan Stanley Experience January 2014 - December 2014
Job Test Engineer
Industry Defense & Space
Experience
L-3 Communications December 2014 - Present
Morgan Stanley January 2014 - December 2014
L-3 Communications September 2003 - January 2014
Level 3 Communications (Broadwing Communications) July 2000 - August 2003
Cisco Systems (Netsolve) June 1999 - July 2000
Skills
Project Management, Telecommunications..., Systems Engineering, DoD, Cost Planning, Cost Accounting, Network Engineering, Network Administration, Microwave Links, Project Planning, Project Coordination, C4ISR Systems, C4ISR, Satellite Communications, Earned Value Management, DoDAF, Radar, Space Systems, Information Assurance, Satellite, Telelogic DOORS
Education
Weber State University 2003 — 2008
Bachelor of Science (BS), Telecommunications Management
Westminster College
Master of Business Administration (MBA), Technology Commercialization
Colorado State University
Master of Business Administration (MBA)
L-3 Communications December 2014 - Present
Morgan Stanley January 2014 - December 2014
L-3 Communications September 2003 - January 2014
Level 3 Communications (Broadwing Communications) July 2000 - August 2003
Cisco Systems (Netsolve) June 1999 - July 2000
Skills
Project Management, Telecommunications..., Systems Engineering, DoD, Cost Planning, Cost Accounting, Network Engineering, Network Administration, Microwave Links, Project Planning, Project Coordination, C4ISR Systems, C4ISR, Satellite Communications, Earned Value Management, DoDAF, Radar, Space Systems, Information Assurance, Satellite, Telelogic DOORS
Education
Weber State University 2003 — 2008
Bachelor of Science (BS), Telecommunications Management
Westminster College
Master of Business Administration (MBA), Technology Commercialization
Colorado State University
Master of Business Administration (MBA)
Patrick Wasson's Morgan Stanley Experience June 2010 - April 2013
Job IT Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley June 2010 - April 2013
Morgan Stanley January 2006 - June 2010
Morgan Stanley December 1999 - January 2006
Education
Columbia College Chicago
Morgan Stanley June 2010 - April 2013
Morgan Stanley January 2006 - June 2010
Morgan Stanley December 1999 - January 2006
Education
Columbia College Chicago
Jonathan Schulte's Morgan Stanley Experience January 2000 - November 2002
Job Owner/Schulte Leasing
Industry Banking
Experience
Self-employed November 2007 - Present
Columbia Public Schools June 2011 - September 2013
American Trust Capital December 2006 - November 2007
HSBC April 2004 - December 2006
Balboa Capital November 2002 - March 2004
Morgan Stanley January 2000 - November 2002
Education
Columbia College 1995 — 1998
B.S., Business Administration and Finance
Self-employed November 2007 - Present
Columbia Public Schools June 2011 - September 2013
American Trust Capital December 2006 - November 2007
HSBC April 2004 - December 2006
Balboa Capital November 2002 - March 2004
Morgan Stanley January 2000 - November 2002
Education
Columbia College 1995 — 1998
B.S., Business Administration and Finance
Allison M. Harter-Ockwood's Morgan Stanley Experience April 2009 - June 2014
Job Regional Marketing Specialist, Institutional Distribution at The Prudential Insurance Company of America
Industry Insurance
Experience
The Prudential Insurance Company of America June 2014 - Present
Morgan Stanley April 2009 - June 2014
Wachovia Securities May 2001 - April 2009
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Life Insurance
Education
Dallas Baptist University 2005 — 2007
BBS, Finance
Collin County Community College 2004 — 2005
Associate of Arts (AA), General Studies
The Prudential Insurance Company of America June 2014 - Present
Morgan Stanley April 2009 - June 2014
Wachovia Securities May 2001 - April 2009
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Life Insurance
Education
Dallas Baptist University 2005 — 2007
BBS, Finance
Collin County Community College 2004 — 2005
Associate of Arts (AA), General Studies
Molly McLane's Morgan Stanley Experience 2002 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2002 - Present
Education
S.I. Newhouse School of Public Communications at Syracuse University 1995 — 1996
Master’s Degree
Syracuse University College of Law 1993 — 1996
Juris Doctor (J.D.)
College of the Holy Cross 1989 — 1993
Bachelor’s Degree, History
Morgan Stanley 2002 - Present
Education
S.I. Newhouse School of Public Communications at Syracuse University 1995 — 1996
Master’s Degree
Syracuse University College of Law 1993 — 1996
Juris Doctor (J.D.)
College of the Holy Cross 1989 — 1993
Bachelor’s Degree, History
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS