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.
Morgan Stanley Salaries. You can even request information on how much does Morgan Stanley pay if you want to. Learn about salaries, pros and cons of working for Morgan Stanley directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Jia Guo Jia Guo's Morgan Stanley Experience 2008 - 2009
Job Ph.D. Candidate in Finance and Economics
Industry Financial Services
Experience
Columbia Business School 2009 - Present
Morgan Stanley 2008 - 2009
Skills
Valuation, Financial Modeling, Stata, Private Equity, Corporate Finance, Investment Banking, Fixed Income, Economics, Emerging Markets, Equity Research, Bloomberg, Quantitative Analytics
Education
Columbia University - Columbia Business School 2009 — 2014
Ph.D.
Columbia University in the City of New York 2005 — 2008
BA
Sir Winston Churchill Secondary School
International Baccalaureate Diploma
Columbia Business School 2009 - Present
Morgan Stanley 2008 - 2009
Skills
Valuation, Financial Modeling, Stata, Private Equity, Corporate Finance, Investment Banking, Fixed Income, Economics, Emerging Markets, Equity Research, Bloomberg, Quantitative Analytics
Education
Columbia University - Columbia Business School 2009 — 2014
Ph.D.
Columbia University in the City of New York 2005 — 2008
BA
Sir Winston Churchill Secondary School
International Baccalaureate Diploma
Arwa Abdelmoula Arwa Abdelmoula's Morgan Stanley Experience June 2014 - July 2014
Job Summer Associate at Cleary Gottlieb Steen & Hamilton LLP
Industry Law Practice
Experience
Cleary Gottlieb Steen & Hamilton LLP May 2015 - Present
Morgan Stanley June 2014 - July 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2014 - July 2014
Human Rights Watch July 2012 - July 2013
Kuwait Ministry of Justice March 2012 - May 2012
Davis Polk & Wardwell LLP July 2011 - February 2012
Princeton Institute for International & Regional Studies (PIIRS) January 2009 - May 2011
United Nations Educational, Scientific and Cultural Organization (UNESCO) June 2010 - July 2010
Bonjour Paris June 2009 - July 2009
International Institute for Democracy and Electoral Assistance (IDEA) June 2008 - August 2008
Skills
Public Policy, International Relations, Non-profits, Research, Writing, Arabic, French, Nonprofits, Politics
Education
Columbia Law School 2013 — 2016
JD
Princeton University 2007 — 2011
A.B., Politics
Cleary Gottlieb Steen & Hamilton LLP May 2015 - Present
Morgan Stanley June 2014 - July 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2014 - July 2014
Human Rights Watch July 2012 - July 2013
Kuwait Ministry of Justice March 2012 - May 2012
Davis Polk & Wardwell LLP July 2011 - February 2012
Princeton Institute for International & Regional Studies (PIIRS) January 2009 - May 2011
United Nations Educational, Scientific and Cultural Organization (UNESCO) June 2010 - July 2010
Bonjour Paris June 2009 - July 2009
International Institute for Democracy and Electoral Assistance (IDEA) June 2008 - August 2008
Skills
Public Policy, International Relations, Non-profits, Research, Writing, Arabic, French, Nonprofits, Politics
Education
Columbia Law School 2013 — 2016
JD
Princeton University 2007 — 2011
A.B., Politics
Lisa Jiang Lisa Jiang's Morgan Stanley Experience November 2014 - Present
Job Vice President, Compliance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
IBM Global Business Services July 2010 - October 2014
IBM Global Business Services June 2009 - August 2009
NERA Economic Consulting June 2008 - August 2008
Raritan Inc. May 2007 - August 2007
Skills
Visio, SQL, C++, Matlab, Java, VBA, Chinese, Access, Business Analysis, Program Management, Databases, Analysis, Data Analysis, Business Intelligence, Integration
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2006 — 2010
B.S., Financial Engineering (Operations Research)
Columbia University in the City of New York 2006 — 2010
Minor, Economics
Morgan Stanley November 2014 - Present
IBM Global Business Services July 2010 - October 2014
IBM Global Business Services June 2009 - August 2009
NERA Economic Consulting June 2008 - August 2008
Raritan Inc. May 2007 - August 2007
Skills
Visio, SQL, C++, Matlab, Java, VBA, Chinese, Access, Business Analysis, Program Management, Databases, Analysis, Data Analysis, Business Intelligence, Integration
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2006 — 2010
B.S., Financial Engineering (Operations Research)
Columbia University in the City of New York 2006 — 2010
Minor, Economics
Pingkai Liu Pingkai Liu's Morgan Stanley Experience January 2013 - April 2013
Job System Software Expert with Strong Quantitative Skills
Industry Telecommunications
Experience
AT&T Labs Research April 2013 - Present
Morgan Stanley January 2013 - April 2013
1010data April 2011 - December 2012
Bloomberg LP March 2010 - March 2011
Columbia University September 2007 - March 2010
Skills
Concurrent Programming, Linux, Distributed Systems, Probability, Stochastic Processes, C, Algorithms, Visual Studio, Perl, High Performance..., English, Chinese, Matlab, LaTeX, Mathematica, Win32 API, Machine Learning, C++, Data Mining
Education
Columbia Engineering 2007 — 2008
M.S., Operations Research
Freie Universität Berlin 2004 — 2007
B.S, Mathematics (with concentration on stochastics), Computer Science(minor)
Tsinghua University 1996 — 1999
Primary school classmate
ShiShi Middle School
ShiShi Middle School
AT&T Labs Research April 2013 - Present
Morgan Stanley January 2013 - April 2013
1010data April 2011 - December 2012
Bloomberg LP March 2010 - March 2011
Columbia University September 2007 - March 2010
Skills
Concurrent Programming, Linux, Distributed Systems, Probability, Stochastic Processes, C, Algorithms, Visual Studio, Perl, High Performance..., English, Chinese, Matlab, LaTeX, Mathematica, Win32 API, Machine Learning, C++, Data Mining
Education
Columbia Engineering 2007 — 2008
M.S., Operations Research
Freie Universität Berlin 2004 — 2007
B.S, Mathematics (with concentration on stochastics), Computer Science(minor)
Tsinghua University 1996 — 1999
Primary school classmate
ShiShi Middle School
ShiShi Middle School
Omari West Omari West's Morgan Stanley Experience May 2010 - June 2011
Job Private Equity Consulant at The Horus Group
Industry Investment Management
Experience
The Horus Group April 2013 - Present
Merrill Lynch February 2012 - May 2013
Morgan Stanley May 2010 - June 2011
Wiley Rein LLP August 2005 - October 2007
LINK Centre August 1999 - February 2001
Columbia Institute for Tele-Information September 1997 - June 1999
Skills
Market Research, Investments, Finance, Securities, Leadership, Strategy, Financial Services, Asset Management, Financial Analysis, Wealth Management, Financial Structuring, Asset Allocation, Strategic Planning, Fixed Income, Equities, Portfolio Management, Risk Management, Management, Financial Advisory
Education
Columbia University School of Law 1997 — 1999
International Law, Telecommunications, Corporate Law
Columbia University in the City of New York 1992 — 1996
BA, Political Science
Washington International School 1985 — 1991
International Baccalaureate
The Horus Group April 2013 - Present
Merrill Lynch February 2012 - May 2013
Morgan Stanley May 2010 - June 2011
Wiley Rein LLP August 2005 - October 2007
LINK Centre August 1999 - February 2001
Columbia Institute for Tele-Information September 1997 - June 1999
Skills
Market Research, Investments, Finance, Securities, Leadership, Strategy, Financial Services, Asset Management, Financial Analysis, Wealth Management, Financial Structuring, Asset Allocation, Strategic Planning, Fixed Income, Equities, Portfolio Management, Risk Management, Management, Financial Advisory
Education
Columbia University School of Law 1997 — 1999
International Law, Telecommunications, Corporate Law
Columbia University in the City of New York 1992 — 1996
BA, Political Science
Washington International School 1985 — 1991
International Baccalaureate
Wilmer Cerda's Morgan Stanley Experience June 2011 - November 2013
Job Corporate Treasury at GE
Industry Financial Services
Experience
GE Capital December 2013 - Present
Morgan Stanley June 2011 - November 2013
Morgan Stanley June 2010 - August 2010
Columbia University in the City of New York May 2009 - August 2009
L+C Design Consultants PA September 2006 - August 2008
Skills
Analysis, Risk Management, Microsoft Excel, Management, Data Analysis, Project Planning, Microsoft Office, Financial Modeling, AutoCAD, Spanish, Construction, PowerPoint, Budgets, MS Project, Operating Systems
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2011
BS, Civil Engineering
GE Capital December 2013 - Present
Morgan Stanley June 2011 - November 2013
Morgan Stanley June 2010 - August 2010
Columbia University in the City of New York May 2009 - August 2009
L+C Design Consultants PA September 2006 - August 2008
Skills
Analysis, Risk Management, Microsoft Excel, Management, Data Analysis, Project Planning, Microsoft Office, Financial Modeling, AutoCAD, Spanish, Construction, PowerPoint, Budgets, MS Project, Operating Systems
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2011
BS, Civil Engineering
Harry Layman's Morgan Stanley Experience March 2005 - September 2006
Job Vice President at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities September 2014 - Present
Sidley Austin LLP September 2013 - September 2014
UBS March 2011 - September 2012
Quinn Emanuel May 2009 - August 2009
Morgan Stanley March 2005 - September 2006
Robertson Stephens 1997 - 1997
Skills
Capital Markets, Emerging Markets, Structured Finance, Structured Products, Portfolio Management, Financial Structuring, Trading, Bonds, Commodity
Education
Columbia University School of Law 2007 — 2010
JD
New York University 2003 — 2004
MA, Economics
Columbia University in the City of New York 1998 — 2002
BA, Political Science
TJHSST 1994 — 1998
Deutsche Bank Securities September 2014 - Present
Sidley Austin LLP September 2013 - September 2014
UBS March 2011 - September 2012
Quinn Emanuel May 2009 - August 2009
Morgan Stanley March 2005 - September 2006
Robertson Stephens 1997 - 1997
Skills
Capital Markets, Emerging Markets, Structured Finance, Structured Products, Portfolio Management, Financial Structuring, Trading, Bonds, Commodity
Education
Columbia University School of Law 2007 — 2010
JD
New York University 2003 — 2004
MA, Economics
Columbia University in the City of New York 1998 — 2002
BA, Political Science
TJHSST 1994 — 1998
James Gorman James Gorman's Morgan Stanley Experience January 2012 - Present
Job Chairman and CEO at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley January 2010 - Present
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
University of Melbourne
Bachelor of Arts (BA) and Bachelor of Laws (LLB)
Morgan Stanley January 2012 - Present
Morgan Stanley January 2010 - Present
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
University of Melbourne
Bachelor of Arts (BA) and Bachelor of Laws (LLB)
Noah Perlman Noah Perlman's Morgan Stanley Experience 2014 - Present
Job Managing Director, Global Head of Financial Crimes at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Morgan Stanley 2013 - 2014
Morgan Stanley 2006 - 2013
Drug Enforcement Administration 2004 - 2006
U.S. Attorney's Office - Eastern District of New York 1999 - 2004
U.S. District Court - Eastern District of New York 1998 - 1999
Davis Polk & Wardwell LLP 1997 - 1998
Skills
Internal Investigations, Criminal Law, Fraud, Anti Money Laundering, Crisis Management, Securities, AML, Securities Regulation, Private Investigations, Enforcement, FCPA, Investigation, White Collar Criminal..., Sanction
Education
Columbia University School of Law 1994 — 1997
JD
Harvard University 1987 — 1991
AB, Government
Morgan Stanley 2014 - Present
Morgan Stanley 2013 - 2014
Morgan Stanley 2006 - 2013
Drug Enforcement Administration 2004 - 2006
U.S. Attorney's Office - Eastern District of New York 1999 - 2004
U.S. District Court - Eastern District of New York 1998 - 1999
Davis Polk & Wardwell LLP 1997 - 1998
Skills
Internal Investigations, Criminal Law, Fraud, Anti Money Laundering, Crisis Management, Securities, AML, Securities Regulation, Private Investigations, Enforcement, FCPA, Investigation, White Collar Criminal..., Sanction
Education
Columbia University School of Law 1994 — 1997
JD
Harvard University 1987 — 1991
AB, Government
Evan Lehman Evan Lehman's Morgan Stanley Experience 2008 - 2012
Job Vice President at Integritas Capital Advisors, LLC
Industry Financial Services
Experience
Integritas Capital Advisors, LLC May 2013 - Present
modern guild August 2012 - February 2013
Morgan Stanley 2008 - 2012
Morgan Stanley 2006 - 2008
Morgan Stanley January 2005 - August 2006
Skills
Structured Finance, Portfolio Management, Business Process..., Change Management, Organizational..., Team Building, Strategy, Valuation, Due Diligence, Private Equity, Interest Rate Risk..., Risk Management, Creative Problem Solving, Innovative Thinking, Operational Risk..., System Design, Change Leadership, Cross-functional..., Organizational Behavior, Decision Science, Decision Making, Leading Change, Real Estate Finance, Presentation Development, Operational Efficiency, Microsoft Excel, Financial Markets, Financial Modeling, Fixed Income, Finance, Capital Markets, Business Analysis, Process Improvement, Leadership, Organizational..., Loans
Education
Columbia University - Columbia Business School 2010 — 2011
Master of Business Administration (MBA), Finance, Strategy & Marketing
Vanderbilt University 2003 — 2004
Master of Education (MEd), Organizational Leadership
Vanderbilt University 2000 — 2003
Bachelor of Science (BS), Human & Organizational Development
Integritas Capital Advisors, LLC May 2013 - Present
modern guild August 2012 - February 2013
Morgan Stanley 2008 - 2012
Morgan Stanley 2006 - 2008
Morgan Stanley January 2005 - August 2006
Skills
Structured Finance, Portfolio Management, Business Process..., Change Management, Organizational..., Team Building, Strategy, Valuation, Due Diligence, Private Equity, Interest Rate Risk..., Risk Management, Creative Problem Solving, Innovative Thinking, Operational Risk..., System Design, Change Leadership, Cross-functional..., Organizational Behavior, Decision Science, Decision Making, Leading Change, Real Estate Finance, Presentation Development, Operational Efficiency, Microsoft Excel, Financial Markets, Financial Modeling, Fixed Income, Finance, Capital Markets, Business Analysis, Process Improvement, Leadership, Organizational..., Loans
Education
Columbia University - Columbia Business School 2010 — 2011
Master of Business Administration (MBA), Finance, Strategy & Marketing
Vanderbilt University 2003 — 2004
Master of Education (MEd), Organizational Leadership
Vanderbilt University 2000 — 2003
Bachelor of Science (BS), Human & Organizational Development
Montgomery Wilensky Montgomery Wilensky's Morgan Stanley Experience July 2015 - Present
Job Natural Gas Trader at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley July 2015 - Present
Mitsui & Co Commodity Risk Management, Ltd. June 2004 - June 2015
Education
Columbia Engineering 2002 — 2006
BS, Applied Math, Economics
Morgan Stanley July 2015 - Present
Mitsui & Co Commodity Risk Management, Ltd. June 2004 - June 2015
Education
Columbia Engineering 2002 — 2006
BS, Applied Math, Economics
Chris Caballero's Morgan Stanley Experience November 2010 - February 2012
Job
Industry Financial Services
Experience
Fifth Capital Management February 2012 - Present
Morgan Stanley November 2010 - February 2012
Cambrick Capital Partners January 2009 - October 2010
NetOne Assets October 2006 - September 2008
CB Richard Ellis January 2001 - June 2006
Skills
Hedge Funds, Wealth Management, Equities, Fixed Income, Investment Advisory, Options Strategies, Alternative Investments, Trading, Business Strategy, Investment Management, Finance, Asset Allocation, Series 63, Securities, Asset Management, Series 7, Mutual Funds, Investments
Education
Southern Methodist University - Cox School of Business
Finance
Columbia University - Columbia Business School
Finance
CFA Institute
Fifth Capital Management February 2012 - Present
Morgan Stanley November 2010 - February 2012
Cambrick Capital Partners January 2009 - October 2010
NetOne Assets October 2006 - September 2008
CB Richard Ellis January 2001 - June 2006
Skills
Hedge Funds, Wealth Management, Equities, Fixed Income, Investment Advisory, Options Strategies, Alternative Investments, Trading, Business Strategy, Investment Management, Finance, Asset Allocation, Series 63, Securities, Asset Management, Series 7, Mutual Funds, Investments
Education
Southern Methodist University - Cox School of Business
Finance
Columbia University - Columbia Business School
Finance
CFA Institute
Bruno Brandão Bruno Brandão's Morgan Stanley Experience August 2014 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Management Consulting
Experience
Morgan Stanley August 2014 - Present
Columbia Business School August 2012 - May 2014
Columbia Business School August 2013 - December 2013
EDP Renewables North America June 2013 - August 2013
The Boston Consulting Group July 2011 - July 2012
The Boston Consulting Group October 2008 - June 2011
Lasers and Plasmas Group, Instituto Superior Técnico September 2005 - September 2008
Skills
Management Consulting, Strategy, Finance, Capital Markets, Corporate Finance, Mergers & Acquisitions, Private Equity, Derivatives, Financial Institutions, Energy, Renewable Energy, Technology, Research, Physics, Mathematics
Education
Columbia Business School 2012 — 2014
MBA, Business Administration
Instituto Superior Técnico 2003 — 2008
MSc, Engineering Physics and Technology, Class top GPA
Morgan Stanley August 2014 - Present
Columbia Business School August 2012 - May 2014
Columbia Business School August 2013 - December 2013
EDP Renewables North America June 2013 - August 2013
The Boston Consulting Group July 2011 - July 2012
The Boston Consulting Group October 2008 - June 2011
Lasers and Plasmas Group, Instituto Superior Técnico September 2005 - September 2008
Skills
Management Consulting, Strategy, Finance, Capital Markets, Corporate Finance, Mergers & Acquisitions, Private Equity, Derivatives, Financial Institutions, Energy, Renewable Energy, Technology, Research, Physics, Mathematics
Education
Columbia Business School 2012 — 2014
MBA, Business Administration
Instituto Superior Técnico 2003 — 2008
MSc, Engineering Physics and Technology, Class top GPA
Abby S. Bilanin Abby S. Bilanin's Morgan Stanley Experience December 1999 - June 2001
Job Strategy & Finance Executive
Industry Broadcast Media
Experience
Privately-Held Financial Services and Media Company May 2011 - Present
LexAv LLC December 2008 - June 2011
Oxygen Media / NBC Universal March 2005 - May 2008
Oxygen Media June 2001 - March 2005
Morgan Stanley December 1999 - June 2001
Skills
Strategy, Financial Modeling, Corporate Development, Business Planning, Finance, Long Range Planning, Forecasting, Business Development, Digital Strategy, Distribution Strategies, Due Diligence, Strategic Financial..., Analysis, Stand-up Comedy
Education
Columbia University - Columbia Business School 2009 — 2010
M.B.A.
Harvard Business School 2007 — 2007
CTAM Executive Management Program June 10-15, 2007
Wellesley College 1996 — 1999
B.A.
The Lawrenceville School 1991 — 1995
Privately-Held Financial Services and Media Company May 2011 - Present
LexAv LLC December 2008 - June 2011
Oxygen Media / NBC Universal March 2005 - May 2008
Oxygen Media June 2001 - March 2005
Morgan Stanley December 1999 - June 2001
Skills
Strategy, Financial Modeling, Corporate Development, Business Planning, Finance, Long Range Planning, Forecasting, Business Development, Digital Strategy, Distribution Strategies, Due Diligence, Strategic Financial..., Analysis, Stand-up Comedy
Education
Columbia University - Columbia Business School 2009 — 2010
M.B.A.
Harvard Business School 2007 — 2007
CTAM Executive Management Program June 10-15, 2007
Wellesley College 1996 — 1999
B.A.
The Lawrenceville School 1991 — 1995
christine cronin christine cronin's Morgan Stanley Experience July 1984 - 1986
Job School Board Member at Manhattan Beach Unified School District
Industry Financial Services
Experience
Manhattan Beach Unified School District December 2013 - Present
Grades of Green October 2011 - Present
Manhattan Beach Education Foundation June 2010 - Present
Museum of Latin American Art June 2009 - May 2012
American Martyrs Catholic Community June 2011 - 2012
Capital Guardian Trust Company May 1997 - March 2009
Fidelity Investments February 1994 - April 1997
Price Waterhouse Management Consultants 1991 - 1992
Morgan Stanley July 1984 - 1986
Bank of America 1984 - 1984
Skills
Financial Modeling, Investments, Valuation, Private Equity, Asset Managment, Capital Markets, Fundraising, Hedge Funds, Alternative Investments, Venture Capital, Non-profits, Equities, Fixed Income, Fixed Income Portfolio..., CPA
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance and Marketing
Columbia University in the City of New York 1980 — 1984
BA, Economics
Columbia Engineering 1980 — 1982
Engineering
Our Lady of Mercy, Farmington Hills, MI 1976 — 1980
Manhattan Beach Unified School District December 2013 - Present
Grades of Green October 2011 - Present
Manhattan Beach Education Foundation June 2010 - Present
Museum of Latin American Art June 2009 - May 2012
American Martyrs Catholic Community June 2011 - 2012
Capital Guardian Trust Company May 1997 - March 2009
Fidelity Investments February 1994 - April 1997
Price Waterhouse Management Consultants 1991 - 1992
Morgan Stanley July 1984 - 1986
Bank of America 1984 - 1984
Skills
Financial Modeling, Investments, Valuation, Private Equity, Asset Managment, Capital Markets, Fundraising, Hedge Funds, Alternative Investments, Venture Capital, Non-profits, Equities, Fixed Income, Fixed Income Portfolio..., CPA
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance and Marketing
Columbia University in the City of New York 1980 — 1984
BA, Economics
Columbia Engineering 1980 — 1982
Engineering
Our Lady of Mercy, Farmington Hills, MI 1976 — 1980
Alkesh Shah Alkesh Shah's Morgan Stanley Experience 1994 - 2005
Job Global Lead Technology Desk Strategist
Industry Financial Services
Experience
Bank of America Merrill Lynch 2013 - Present
Evercore Partners 2009 - 2012
Lehman Brothers 2006 - 2008
Morgan Stanley 1994 - 2005
Skills
Hedge Funds, Equity Research, Telecommunications, Valuation, Investment Banking, Mergers, Finance, Series 7, Equities, Capital Markets, Mergers & Acquisitions, Investment Management, Investments, Financial Modeling, LBO, Private Equity, Alternative Investments, Bloomberg, Fixed Income, Equity Valuation, Emerging Markets, Equity Trading, Securities, Derivatives, Asset Management, IPO, High Yield, Investor Relations, Corporate Development, Equity Derivatives, Financial Markets, Portfolio Management, Financial Structuring, Investment Strategies, Bonds, Corporate Finance, Trading, Venture Capital
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
Cornell University 1981 — 1985
BA
Stuyvesant High School
Bank of America Merrill Lynch 2013 - Present
Evercore Partners 2009 - 2012
Lehman Brothers 2006 - 2008
Morgan Stanley 1994 - 2005
Skills
Hedge Funds, Equity Research, Telecommunications, Valuation, Investment Banking, Mergers, Finance, Series 7, Equities, Capital Markets, Mergers & Acquisitions, Investment Management, Investments, Financial Modeling, LBO, Private Equity, Alternative Investments, Bloomberg, Fixed Income, Equity Valuation, Emerging Markets, Equity Trading, Securities, Derivatives, Asset Management, IPO, High Yield, Investor Relations, Corporate Development, Equity Derivatives, Financial Markets, Portfolio Management, Financial Structuring, Investment Strategies, Bonds, Corporate Finance, Trading, Venture Capital
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
Cornell University 1981 — 1985
BA
Stuyvesant High School
Michael Beloff, CFP® Michael Beloff, CFP®'s Morgan Stanley Experience August 2004 - September 2009
Job Financial Advisor, Special Needs Financial Planner, Financial Services Representative, CFP®, ChFC®, CAP®
Industry Financial Services
Experience
Barnum Financial Group, An Office of MetLife September 2009 - Present
Morgan Stanley August 2004 - September 2009
UBS September 2001 - August 2004
LBi US 2000 - 2001
LexisNexis & Martindale-Hubbell 1995 - 2000
Willkie Farr & Gallagher LLP 1991 - 1994
Skills
Retirement Planning, Financial Planning, Special Needs Planning, Special Needs Trusts, Social Security, Developmental..., Advocacy, Disabilities, Retirement, Estate Planning, Wealth Management, Asset Allocation, Investment Advisory, Asset Management, Investment Strategies, Investments, Securities, Fixed Income, Equities, Mutual Funds, Alternative Investments, Series 66, Series 7
Education
Columbia Law School 1988 — 1991
JD
SUNY Albany 1984 — 1988
BS, Business, Math
Barnum Financial Group, An Office of MetLife September 2009 - Present
Morgan Stanley August 2004 - September 2009
UBS September 2001 - August 2004
LBi US 2000 - 2001
LexisNexis & Martindale-Hubbell 1995 - 2000
Willkie Farr & Gallagher LLP 1991 - 1994
Skills
Retirement Planning, Financial Planning, Special Needs Planning, Special Needs Trusts, Social Security, Developmental..., Advocacy, Disabilities, Retirement, Estate Planning, Wealth Management, Asset Allocation, Investment Advisory, Asset Management, Investment Strategies, Investments, Securities, Fixed Income, Equities, Mutual Funds, Alternative Investments, Series 66, Series 7
Education
Columbia Law School 1988 — 1991
JD
SUNY Albany 1984 — 1988
BS, Business, Math
Stephen Harper, MBA Stephen Harper, MBA's Morgan Stanley Experience 1997 - 1999
Job Pricing Director at Borden Dairy Company
Industry Food & Beverages
Experience
Borden Dairy Company November 2013 - Present
M&A and Corporate Finance Consulting January 2013 - November 2013
Frito Lay July 2010 - January 2013
Frito Lay April 2009 - January 2011
Frito-Lay, Inc. April 2007 - November 2009
Frito-Lay, Inc. July 2004 - March 2007
Frito-Lay November 2002 - July 2004
Barra Capital 2001 - 2002
BMO Capital Markets July 1999 - August 2001
Morgan Stanley 1997 - 1999
Skills
Financial Analysis, Financial Modeling, Forecasting, Pricing Strategy, Strategic Planning, Mergers, Consumer Products, Cross-functional Team..., Corporate Finance, Financial Reporting, Due Diligence, Finance, Valuation, Acquisition Integration, Strategic Financial..., Strategy, Mergers & Acquisitions, Executive Management, Portfolio Management, Business Strategy, Business Valuation, Leadership, Management, Private Equity, Pricing, Investments, Contract Negotiation, Business Analysis, Investment Banking, Competitive Analysis, Business Planning, P&L Management, Capital Markets, Financial Forecasting, Analysis, Managerial Finance, FMCG, Restructuring, Supply Chain Management, Supply Chain, Start-ups, P&L, Capital Budgeting, Essbase, Financial Planning
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
University of Houston 1986 — 1991
BBA, Finance, Honors College
Lufkin High School
Borden Dairy Company November 2013 - Present
M&A and Corporate Finance Consulting January 2013 - November 2013
Frito Lay July 2010 - January 2013
Frito Lay April 2009 - January 2011
Frito-Lay, Inc. April 2007 - November 2009
Frito-Lay, Inc. July 2004 - March 2007
Frito-Lay November 2002 - July 2004
Barra Capital 2001 - 2002
BMO Capital Markets July 1999 - August 2001
Morgan Stanley 1997 - 1999
Skills
Financial Analysis, Financial Modeling, Forecasting, Pricing Strategy, Strategic Planning, Mergers, Consumer Products, Cross-functional Team..., Corporate Finance, Financial Reporting, Due Diligence, Finance, Valuation, Acquisition Integration, Strategic Financial..., Strategy, Mergers & Acquisitions, Executive Management, Portfolio Management, Business Strategy, Business Valuation, Leadership, Management, Private Equity, Pricing, Investments, Contract Negotiation, Business Analysis, Investment Banking, Competitive Analysis, Business Planning, P&L Management, Capital Markets, Financial Forecasting, Analysis, Managerial Finance, FMCG, Restructuring, Supply Chain Management, Supply Chain, Start-ups, P&L, Capital Budgeting, Essbase, Financial Planning
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
University of Houston 1986 — 1991
BBA, Finance, Honors College
Lufkin High School
Barbara Keady Barbara Keady's Morgan Stanley Experience July 1998 - September 1999
Job Principal at Ceres Partners
Industry Financial Services
Experience
Ceres Partners January 2010 - Present
Morgan Stanley July 1998 - September 1999
Bankers Trust July 1984 - March 1990
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
McIntire School of Commerce The University of Virginia 1980 — 1984
BS, Finance
Ceres Partners January 2010 - Present
Morgan Stanley July 1998 - September 1999
Bankers Trust July 1984 - March 1990
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
McIntire School of Commerce The University of Virginia 1980 — 1984
BS, Finance
Edward V. Hackett Edward V. Hackett's Morgan Stanley Experience 1993 - 1994
Job
Industry Information Technology and Services
Experience
Ned Davis Research 1998 - November 2011
Baybridge Associates 1996 - 1998
Morgan Stanley 1993 - 1994
Coronado 1990 - 1992
Insilco Corporation 1987 - 1989
Insilco Corporation 1985 - 1987
Insilco Corporation 1979 - 1984
Ernst & Young 1972 - 1978
Skills
Executive Management, Investment Advisory, Strategic Planning, M&A experience, Asset Management, Negotiation, Risk Management, Employee Stock..., Change Management, Disaster Recovery, Management Consulting, Mergers, Due Diligence, Business Strategy, Business Analysis, Investments, Acquisition Integration, Financial Analysis, Process Improvement, Strategic Consulting, Strategic Financial..., Business Development, SEC compliance, SEC reporting, Legal Issues, Real Estate, Intellectual Property, Strategy Development, Business Growth, Organizational..., Financial Management, Turnaround Experience, Marketing Strategy, Deferred Compensation, Administration, Human Capital Management, Troubleshooting, Financial Planning, Problem Solving, Business Planning, Restructuring, Divestitures, Internal Controls, SEC, Mergers & Acquisitions, Strategy, SEC filings, Capital Markets, Hedge Funds, Equities
Education
Columbia University - Columbia Business School
MBA, Accounting
Fordham University
BA, Political Science
Manhattan Prep
Ned Davis Research 1998 - November 2011
Baybridge Associates 1996 - 1998
Morgan Stanley 1993 - 1994
Coronado 1990 - 1992
Insilco Corporation 1987 - 1989
Insilco Corporation 1985 - 1987
Insilco Corporation 1979 - 1984
Ernst & Young 1972 - 1978
Skills
Executive Management, Investment Advisory, Strategic Planning, M&A experience, Asset Management, Negotiation, Risk Management, Employee Stock..., Change Management, Disaster Recovery, Management Consulting, Mergers, Due Diligence, Business Strategy, Business Analysis, Investments, Acquisition Integration, Financial Analysis, Process Improvement, Strategic Consulting, Strategic Financial..., Business Development, SEC compliance, SEC reporting, Legal Issues, Real Estate, Intellectual Property, Strategy Development, Business Growth, Organizational..., Financial Management, Turnaround Experience, Marketing Strategy, Deferred Compensation, Administration, Human Capital Management, Troubleshooting, Financial Planning, Problem Solving, Business Planning, Restructuring, Divestitures, Internal Controls, SEC, Mergers & Acquisitions, Strategy, SEC filings, Capital Markets, Hedge Funds, Equities
Education
Columbia University - Columbia Business School
MBA, Accounting
Fordham University
BA, Political Science
Manhattan Prep
Michael Babakitis Michael Babakitis's Morgan Stanley Experience June 2014 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Columbia Law School August 2011 - May 2014
Simpson Thacher & Bartlett LLP May 2013 - August 2013
PGB Executive Investigations January 2007 - May 2010
Education
Columbia Law School 2011 — 2014
J.D., Law
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Morgan Stanley June 2014 - Present
Columbia Law School August 2011 - May 2014
Simpson Thacher & Bartlett LLP May 2013 - August 2013
PGB Executive Investigations January 2007 - May 2010
Education
Columbia Law School 2011 — 2014
J.D., Law
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Heidi Evenson Heidi Evenson's Morgan Stanley Experience April 2010 - November 2011
Job Consultant, Agile & Program Management
Industry Financial Services
Experience
REDI Global Technologies April 2015 - Present
PIMCO March 2013 - April 2015
Cactus River Consulting August 2001 - April 2015
AIG November 2011 - August 2012
Morgan Stanley April 2010 - November 2011
MacroThink, Inc. August 1999 - August 2001
Merrill Lynch July 1986 - August 1999
Skills
Program Management, Agile Project Management, Project Finance, Project Accounting, Business Planning, Business Management, Business Change..., Billing Systems, Financial Systems..., Business Process..., Mobile Applications, Web Applications, Infrastructure Planning, Infrastructure Projects, Project Portfolio..., PMO Development, PMO, Scrum Master, Infrastructure, Scrum, Leadership, Project Management, SDLC, Change Management, Disaster Recovery, Business Analysis, PMP, Agile Methodologies, Management, IT Strategy, Enterprise Software, Software Development, Strategy, Integration, Consulting, Vendor Management, Financial Services, Outsourcing, CRM, Business Process, Analysis, Executive Management, Start-ups, Information Technology, Finance, Software Project..., Process Improvement, Business Transformation, Portfolio Management, Management Consulting
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
Smith College 1982 — 1986
AB, Economics
The London School of Economics and Political Science (LSE) 1984 — 1985
Certificate, Applied Economics
REDI Global Technologies April 2015 - Present
PIMCO March 2013 - April 2015
Cactus River Consulting August 2001 - April 2015
AIG November 2011 - August 2012
Morgan Stanley April 2010 - November 2011
MacroThink, Inc. August 1999 - August 2001
Merrill Lynch July 1986 - August 1999
Skills
Program Management, Agile Project Management, Project Finance, Project Accounting, Business Planning, Business Management, Business Change..., Billing Systems, Financial Systems..., Business Process..., Mobile Applications, Web Applications, Infrastructure Planning, Infrastructure Projects, Project Portfolio..., PMO Development, PMO, Scrum Master, Infrastructure, Scrum, Leadership, Project Management, SDLC, Change Management, Disaster Recovery, Business Analysis, PMP, Agile Methodologies, Management, IT Strategy, Enterprise Software, Software Development, Strategy, Integration, Consulting, Vendor Management, Financial Services, Outsourcing, CRM, Business Process, Analysis, Executive Management, Start-ups, Information Technology, Finance, Software Project..., Process Improvement, Business Transformation, Portfolio Management, Management Consulting
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
Smith College 1982 — 1986
AB, Economics
The London School of Economics and Political Science (LSE) 1984 — 1985
Certificate, Applied Economics
Edward Moldaver Edward Moldaver's Morgan Stanley Experience March 2008 - August 2012
Job Managing Director at Barclays
Industry Financial Services
Experience
Barclays August 2012 - Present
Alliance of Guardian Angels January 2006 - Present
Morgan Stanley March 2008 - August 2012
Bear, Stearns & Co. Inc. January 2002 - March 2008
Education
Widener University 1986 — 1990
BS, Economics / Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
ACPM Certified Portfolio Manager
University of Pennsylvania - The Wharton School
IMCA Certified Investment Management Analyst Program
Barclays August 2012 - Present
Alliance of Guardian Angels January 2006 - Present
Morgan Stanley March 2008 - August 2012
Bear, Stearns & Co. Inc. January 2002 - March 2008
Education
Widener University 1986 — 1990
BS, Economics / Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
ACPM Certified Portfolio Manager
University of Pennsylvania - The Wharton School
IMCA Certified Investment Management Analyst Program
Steve Chin's Morgan Stanley Experience June 2003 - August 2005
Job Attorney. Consultant. Entrepreneur.
Industry Law Practice
Experience
Survature Inc. September 2012 - Present
Law Offices of Steven Chin September 2011 - Present
University of Tennessee College of Law January 2012 - Present
Kaye Scholer LLP September 2005 - September 2011
District Court of New Jersey August 2007 - August 2008
Morgan Stanley June 2003 - August 2005
Asian Americans for Equality February 2002 - August 2002
SCAN NY at LaGuardia Memorial House September 2001 - December 2001
KANA Software July 2000 - March 2001
PricewaterhouseCoopers June 1998 - July 2000
Skills
Litigation, Intellectual Property, Entrepreneurship, Software, Legal Research, Licensing, Corporate Law, Commercial Litigation, Corporate Governance, Due Diligence, Private Equity, Civil Litigation, Complex Commercial..., Copyright Law, Corporate Development, Early-stage Startups, Legal Writing, Management Consulting, Patent Litigation, Process Improvement, Product Development, Project Management, Securities Litigation, Startup Development, Start-up Formation, Strategic Planning, Technology Transfer, Trademarks, Patents, Start-ups, Trials, Class Actions, Mergers & Acquisitions, Securities Regulation, Joint Ventures, Venture Capital, Strategy, Bankruptcy, Analysis, Privacy Law, Program Management, Competitive Analysis, Trade Secrets, Management, Consulting, Arbitration
Education
Columbia University School of Law
Juris Doctor
Williams College
B.A.
The Chinese University of Hong Kong 1996 — 1997
Study Abroad Program
Stuyvesant High School
H.S. Diploma
Survature Inc. September 2012 - Present
Law Offices of Steven Chin September 2011 - Present
University of Tennessee College of Law January 2012 - Present
Kaye Scholer LLP September 2005 - September 2011
District Court of New Jersey August 2007 - August 2008
Morgan Stanley June 2003 - August 2005
Asian Americans for Equality February 2002 - August 2002
SCAN NY at LaGuardia Memorial House September 2001 - December 2001
KANA Software July 2000 - March 2001
PricewaterhouseCoopers June 1998 - July 2000
Skills
Litigation, Intellectual Property, Entrepreneurship, Software, Legal Research, Licensing, Corporate Law, Commercial Litigation, Corporate Governance, Due Diligence, Private Equity, Civil Litigation, Complex Commercial..., Copyright Law, Corporate Development, Early-stage Startups, Legal Writing, Management Consulting, Patent Litigation, Process Improvement, Product Development, Project Management, Securities Litigation, Startup Development, Start-up Formation, Strategic Planning, Technology Transfer, Trademarks, Patents, Start-ups, Trials, Class Actions, Mergers & Acquisitions, Securities Regulation, Joint Ventures, Venture Capital, Strategy, Bankruptcy, Analysis, Privacy Law, Program Management, Competitive Analysis, Trade Secrets, Management, Consulting, Arbitration
Education
Columbia University School of Law
Juris Doctor
Williams College
B.A.
The Chinese University of Hong Kong 1996 — 1997
Study Abroad Program
Stuyvesant High School
H.S. Diploma
Jai Il (Jerry) Kim Jai Il (Jerry) Kim's Morgan Stanley Experience June 2012 - August 2012
Job Sr. Product Marketing Manager at VMware
Industry Information Technology and Services
Experience
VMware July 2013 - Present
Morgan Stanley June 2012 - August 2012
Morgan Stanley Investment Management February 2007 - December 2010
Nexon June 2003 - December 2005
Skills
Valuation, Financial Modeling, Software Engineering, C++, Java, SQL, Analytics, Strategy
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Seoul National University 1999 — 2007
BS, Electrical Engineering
VMware July 2013 - Present
Morgan Stanley June 2012 - August 2012
Morgan Stanley Investment Management February 2007 - December 2010
Nexon June 2003 - December 2005
Skills
Valuation, Financial Modeling, Software Engineering, C++, Java, SQL, Analytics, Strategy
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Seoul National University 1999 — 2007
BS, Electrical Engineering
David Bruder's Morgan Stanley Experience 2006 - 2006
Job Corporate Finance, Strategy & Development Professional with Extensive Deal, Energy & Tech Expertise
Industry Venture Capital & Private Equity
Experience
Corsair Pacific Capital 2014 - Present
Corsair Advisory Group 2009 - Present
Coda Energy & Coda Automotive 2012 - 2014
Covington & Burling LLP 2008 - 2009
eHarmony, Inc 2007 - 2007
Morgan Stanley 2006 - 2006
Cronin & Vris, LLP 2003 - 2005
Davis Polk & Wardwell LLP 2000 - 2003
Quarles & Brady LLP 1999 - 1999
SRA International 1998 - 1998
Skills
Start-ups, Financial Modeling, Mergers, Business Strategy, Mergers & Acquisitions, Corporate Law, Strategic Planning, Management Consulting, Financial Analysis, Restructuring, Corporate Development, Contract Negotiation, Business Development, Securities Regulation, Legal Writing, Corporate Finance, Strategic Partnerships, Team Building, Written & Oral..., Acquisition Analysis, Strategic Consulting, Investments, Venture Capital, Due Diligence, Private Equity, Business Planning, Analysis, Team Management, Microsoft Excel, Business Reorganizations, Contract Drafting, Quantitative Analysis, Securities Law, Presentation Development, Oral & Written..., Business Analysis, Statistical Modeling, French, German, Spanish, C, Basic, Common Sense, Humor, Sense Of Urgency, Prioritisation, Leadership, Microsoft Word, PowerPoint, Strategy
Education
Stanford University Graduate School of Business 2005 — 2007
MBA, Management
Columbia University School of Law 1998 — 2001
J.D., Law
Dartmouth College 1993 — 1997
A.B., Engineering
St. Paul's School 1989 — 1993
Physics, Chemistry, Computer Science, Math
Corsair Pacific Capital 2014 - Present
Corsair Advisory Group 2009 - Present
Coda Energy & Coda Automotive 2012 - 2014
Covington & Burling LLP 2008 - 2009
eHarmony, Inc 2007 - 2007
Morgan Stanley 2006 - 2006
Cronin & Vris, LLP 2003 - 2005
Davis Polk & Wardwell LLP 2000 - 2003
Quarles & Brady LLP 1999 - 1999
SRA International 1998 - 1998
Skills
Start-ups, Financial Modeling, Mergers, Business Strategy, Mergers & Acquisitions, Corporate Law, Strategic Planning, Management Consulting, Financial Analysis, Restructuring, Corporate Development, Contract Negotiation, Business Development, Securities Regulation, Legal Writing, Corporate Finance, Strategic Partnerships, Team Building, Written & Oral..., Acquisition Analysis, Strategic Consulting, Investments, Venture Capital, Due Diligence, Private Equity, Business Planning, Analysis, Team Management, Microsoft Excel, Business Reorganizations, Contract Drafting, Quantitative Analysis, Securities Law, Presentation Development, Oral & Written..., Business Analysis, Statistical Modeling, French, German, Spanish, C, Basic, Common Sense, Humor, Sense Of Urgency, Prioritisation, Leadership, Microsoft Word, PowerPoint, Strategy
Education
Stanford University Graduate School of Business 2005 — 2007
MBA, Management
Columbia University School of Law 1998 — 2001
J.D., Law
Dartmouth College 1993 — 1997
A.B., Engineering
St. Paul's School 1989 — 1993
Physics, Chemistry, Computer Science, Math
Charles Cao Charles Cao's Morgan Stanley Experience June 2008 - September 2008
Job McKinsey EM NYC
Industry Management Consulting
Experience
McKinsey & Company February 2010 - Present
Morgan Stanley June 2008 - September 2008
Tekelec / Santera April 2000 - April 2007
Nortel December 1997 - April 2000
Skills
Testing, Valuation, Telecommunications, Corporate Finance, Management Consulting, CDMA, Due Diligence, Financial Modeling, Venture Capital, Mergers & Acquisitions, Investment Banking
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
The University of Texas at Austin 1999 — 2001
MS, Computer Engineering
The University of Texas at Austin 1994 — 1997
BS, Electrical Engineering - Highest Honor
McKinsey & Company February 2010 - Present
Morgan Stanley June 2008 - September 2008
Tekelec / Santera April 2000 - April 2007
Nortel December 1997 - April 2000
Skills
Testing, Valuation, Telecommunications, Corporate Finance, Management Consulting, CDMA, Due Diligence, Financial Modeling, Venture Capital, Mergers & Acquisitions, Investment Banking
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
The University of Texas at Austin 1999 — 2001
MS, Computer Engineering
The University of Texas at Austin 1994 — 1997
BS, Electrical Engineering - Highest Honor
Joseph Goldschmid Joseph Goldschmid's Morgan Stanley Experience July 2008 - July 2010
Job Associate at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group July 2014 - Present
Chimney Rock Investments January 2014 - May 2014
The Blackstone Group June 2013 - August 2013
Davis Polk & Wardwell LLP May 2012 - August 2012
Federal Reserve Bank of New York May 2011 - August 2011
Morgan Stanley July 2008 - July 2010
Morgan Stanley June 2007 - August 2007
NYSE Euronext May 2006 - August 2006
Education
Columbia University - Columbia Business School 2012 — 2014
M.B.A.
Columbia University School of Law 2010 — 2014
J.D.
Massachusetts Institute of Technology 2004 — 2008
B.S., Management Science (Finance), Political Science
Riverdale Country School
The Blackstone Group July 2014 - Present
Chimney Rock Investments January 2014 - May 2014
The Blackstone Group June 2013 - August 2013
Davis Polk & Wardwell LLP May 2012 - August 2012
Federal Reserve Bank of New York May 2011 - August 2011
Morgan Stanley July 2008 - July 2010
Morgan Stanley June 2007 - August 2007
NYSE Euronext May 2006 - August 2006
Education
Columbia University - Columbia Business School 2012 — 2014
M.B.A.
Columbia University School of Law 2010 — 2014
J.D.
Massachusetts Institute of Technology 2004 — 2008
B.S., Management Science (Finance), Political Science
Riverdale Country School
Emily Altman Emily Altman's Morgan Stanley Experience 1994 - 2006
Job Mediator & Arbitrator / Foundation President
Industry Alternative Dispute Resolution
Experience
The Frederick Loewe Foundation November 2013 - Present
Emily Altman LLC February 2011 - Present
J. P. Morgan 2006 - 2008
Morgan Stanley 1994 - 2006
Davis Polk & Wardwell 1981 - 1993
Chief Judge Jack B. Weinstein, Federal District Court, Eastern District of New York September 1980 - August 1981
Columbia Law School 1977 - 1980
Harvard College 1973 - 1977
Lenox School 1968 - 1973
Skills
Securities, Mediation, Arbitration, Corporate Governance, Corporate Law, Litigation, Investments
Education
Columbia University School of Law 1977 — 1980
J.D.
Harvard College 1973 — 1977
A.B., Social Studies
The Frederick Loewe Foundation November 2013 - Present
Emily Altman LLC February 2011 - Present
J. P. Morgan 2006 - 2008
Morgan Stanley 1994 - 2006
Davis Polk & Wardwell 1981 - 1993
Chief Judge Jack B. Weinstein, Federal District Court, Eastern District of New York September 1980 - August 1981
Columbia Law School 1977 - 1980
Harvard College 1973 - 1977
Lenox School 1968 - 1973
Skills
Securities, Mediation, Arbitration, Corporate Governance, Corporate Law, Litigation, Investments
Education
Columbia University School of Law 1977 — 1980
J.D.
Harvard College 1973 — 1977
A.B., Social Studies
Naveen Nirgudkar Naveen Nirgudkar's Morgan Stanley Experience August 2006 - August 2007
Job Trader at AQR Capital Management
Industry Investment Management
Experience
AQR Capital Management June 2015 - Present
Leatherback Capital LLC December 2013 - May 2015
Deutsche Bank September 2007 - November 2012
Morgan Stanley August 2006 - August 2007
Botta Capital Management LLC July 1999 - October 2003
Skills
Volatility, Volatility Arbitrage, Equities, Derivatives, Equity Derivatives, Options, Hedge Funds, Structured Products
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Columbia University - Fu Foundation School of Engineering and Applied Science
Master of Science (MS), Financial Engineering
Swarthmore College
Bachelor of Arts (BA), Economics
AQR Capital Management June 2015 - Present
Leatherback Capital LLC December 2013 - May 2015
Deutsche Bank September 2007 - November 2012
Morgan Stanley August 2006 - August 2007
Botta Capital Management LLC July 1999 - October 2003
Skills
Volatility, Volatility Arbitrage, Equities, Derivatives, Equity Derivatives, Options, Hedge Funds, Structured Products
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Columbia University - Fu Foundation School of Engineering and Applied Science
Master of Science (MS), Financial Engineering
Swarthmore College
Bachelor of Arts (BA), Economics
Arthur Duvivier Arthur Duvivier's Morgan Stanley Experience January 2014 - August 2015
Job Analyst
Industry Financial Services
Experience
Hutchin Hill Capital September 2015 - Present
Morgan Stanley January 2014 - August 2015
Morgan Stanley June 2013 - August 2013
WE Group ltd March 2012 - June 2012
Mazars September 2011 - February 2012
OECD October 2010 - May 2011
Yoplait June 2010 - July 2010
Skills
Financial Analysis, C++, Corporate Finance, Financial Engineering, VBA, Stochastic Processes, Quantitative Finance
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2012 — 2013
MSc Financial Engineering
Ecole Centrale Paris 2009 — 2011
Lycée Sainte Geneviève 2007 — 2009
Classe préparatoires MPSI/MP*
Hutchin Hill Capital September 2015 - Present
Morgan Stanley January 2014 - August 2015
Morgan Stanley June 2013 - August 2013
WE Group ltd March 2012 - June 2012
Mazars September 2011 - February 2012
OECD October 2010 - May 2011
Yoplait June 2010 - July 2010
Skills
Financial Analysis, C++, Corporate Finance, Financial Engineering, VBA, Stochastic Processes, Quantitative Finance
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2012 — 2013
MSc Financial Engineering
Ecole Centrale Paris 2009 — 2011
Lycée Sainte Geneviève 2007 — 2009
Classe préparatoires MPSI/MP*
Ashwin Krishnan Ashwin Krishnan's Morgan Stanley Experience January 2009 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2009 - Present
Morgan Stanley April 2006 - December 2008
Morgan Stanley April 2003 - April 2006
UBS Investment Bank July 2001 - April 2003
Skills
Due Diligence, Finance, Fixed Income, Investment Banking, Investments, Private Equity
Education
Columbia Engineering 1999 — 2001
MS, Industrial Engineering (concentration in Financial Engineering)
R. V. College of Engineering, Bangalore 1994 — 1998
BS, Industrial Engineering & Management
Morgan Stanley January 2009 - Present
Morgan Stanley April 2006 - December 2008
Morgan Stanley April 2003 - April 2006
UBS Investment Bank July 2001 - April 2003
Skills
Due Diligence, Finance, Fixed Income, Investment Banking, Investments, Private Equity
Education
Columbia Engineering 1999 — 2001
MS, Industrial Engineering (concentration in Financial Engineering)
R. V. College of Engineering, Bangalore 1994 — 1998
BS, Industrial Engineering & Management
Ellen Walsh, CIMA, CRCP's Morgan Stanley Experience May 2012 - Present
Job Marketing Review Compliance Professional
Industry Financial Services
Experience
Morgan Stanley May 2012 - Present
Merrill Lynch July 2004 - June 2010
Deutsche Asset Management July 2000 - January 2002
Merrill Lynch November 1995 - July 2000
UBS Wealth Management November 1989 - November 1996
Skills
Marketing Regulation, Series 7, 24, 53, 66, Brokerage, Investment Advisory, Wealth Management, FINRA, Marketing Communications, Spanish, Life Insurance, Securities Arbitration, Compliance, Policy Writing, Social Media Marketing, Series 7, Investments, Series 24, Arbitration, Financial Services, Strategic Financial..., Leadership
Education
Columbia University - Columbia Business School 1981 — 1982
MBA, Finance
La Salle University 1971 — 1975
B.A., Spanish Education
Morgan Stanley May 2012 - Present
Merrill Lynch July 2004 - June 2010
Deutsche Asset Management July 2000 - January 2002
Merrill Lynch November 1995 - July 2000
UBS Wealth Management November 1989 - November 1996
Skills
Marketing Regulation, Series 7, 24, 53, 66, Brokerage, Investment Advisory, Wealth Management, FINRA, Marketing Communications, Spanish, Life Insurance, Securities Arbitration, Compliance, Policy Writing, Social Media Marketing, Series 7, Investments, Series 24, Arbitration, Financial Services, Strategic Financial..., Leadership
Education
Columbia University - Columbia Business School 1981 — 1982
MBA, Finance
La Salle University 1971 — 1975
B.A., Spanish Education
Anu Akinbamidele's Morgan Stanley Experience June 2012 - August 2012
Job J.D Candidate at Columbia Law School
Industry Financial Services
Experience
Davis Polk & Wardwell LLP May 2015 - July 2015
Standard & Poor's June 2014 - August 2014
DIS – Danish Institute for Study Abroad January 2014 - May 2014
Standard & Poor's June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Economics, Public Speaking, Market Research, Fundraising, Teaching
Education
Columbia Law School 2015 — 2018
Juris Doctor (J.D.)
Columbia University in the City of New York 2011 — 2015
Bachelor’s Degree, Economics-Philosophy
Blair Academy 2007 — 2011
Davis Polk & Wardwell LLP May 2015 - July 2015
Standard & Poor's June 2014 - August 2014
DIS – Danish Institute for Study Abroad January 2014 - May 2014
Standard & Poor's June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Economics, Public Speaking, Market Research, Fundraising, Teaching
Education
Columbia Law School 2015 — 2018
Juris Doctor (J.D.)
Columbia University in the City of New York 2011 — 2015
Bachelor’s Degree, Economics-Philosophy
Blair Academy 2007 — 2011
Daniel Spear Daniel Spear's Morgan Stanley Experience 2011 - 2015
Job Principal at The Spear Group
Industry Real Estate
Experience
The Spear Group 2015 - Present
Morgan Stanley 2011 - 2015
LNR Property Corporation 2009 - 2011
Education
Columbia University - Columbia Business School 2007 — 2009
MBA with Honors
Cornell University
B.A.
The Spear Group 2015 - Present
Morgan Stanley 2011 - 2015
LNR Property Corporation 2009 - 2011
Education
Columbia University - Columbia Business School 2007 — 2009
MBA with Honors
Cornell University
B.A.
Youngho Park Youngho Park's Morgan Stanley Experience June 2012 - August 2012
Job Bond Trader at DRW Trading Group
Industry Capital Markets
Experience
DRW Trading Group January 2015 - Present
Chopper Trading, LLC April 2013 - December 2014
Morgan Stanley June 2012 - August 2012
BNY Mellon June 2011 - August 2011
US Army September 2004 - May 2009
Skills
Operations Research, Statistics, Financial Modeling, Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, VBA, Research, Process Improvement, Project Management, Python, Risk Management, Stata, Analysis
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2012
MS, Operations Research (Quantitative Finance)
United States Military Academy at West Point 2000 — 2004
BS, International Relations
Stuyvesant High School
DRW Trading Group January 2015 - Present
Chopper Trading, LLC April 2013 - December 2014
Morgan Stanley June 2012 - August 2012
BNY Mellon June 2011 - August 2011
US Army September 2004 - May 2009
Skills
Operations Research, Statistics, Financial Modeling, Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, VBA, Research, Process Improvement, Project Management, Python, Risk Management, Stata, Analysis
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2012
MS, Operations Research (Quantitative Finance)
United States Military Academy at West Point 2000 — 2004
BS, International Relations
Stuyvesant High School
Bilal Abdullah Bilal Abdullah's Morgan Stanley Experience August 2013 - October 2014
Job Project Management Analyst at GE Oil & Gas
Industry Civil Engineering
Experience
GE Oil & Gas November 2014 - Present
Morgan Stanley August 2013 - October 2014
Arup Turkey June 2012 - July 2012
Eckerd College May 2011 - July 2011
Eckerd College August 2009 - May 2011
Skills
AutoCAD, Microsoft Office, EJS, Soccer, Final Cut Studio
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2013
Bachelor of Science (B.Sc.), Civil Engineering
Eckerd College 2009 — 2011
Bachelor of Arts (BA), Physics
Columbia University - Columbia Business School
Columbia University - Columbia Business School
GE Oil & Gas November 2014 - Present
Morgan Stanley August 2013 - October 2014
Arup Turkey June 2012 - July 2012
Eckerd College May 2011 - July 2011
Eckerd College August 2009 - May 2011
Skills
AutoCAD, Microsoft Office, EJS, Soccer, Final Cut Studio
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2013
Bachelor of Science (B.Sc.), Civil Engineering
Eckerd College 2009 — 2011
Bachelor of Arts (BA), Physics
Columbia University - Columbia Business School
Columbia University - Columbia Business School
Ignacio Saldana's Morgan Stanley Experience June 2014 - August 2014
Job JD Candidate at Columbia Law School
Industry Law Practice
Experience
Debevoise & Plimpton May 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Cornell University May 2013 - August 2013
Practice Makes Perfect, Inc. January 2013 - May 2013
McDonald's Corporation April 2009 - February 2011
Education
Columbia Law School 2015 — 2018
Doctor of Law (J.D.)
Cornell University 2013 — 2015
Bachelor of Science (BS)
Tompkins Cortland Community College 2010 — 2012
Associate of Science (A.S.)
Debevoise & Plimpton May 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Cornell University May 2013 - August 2013
Practice Makes Perfect, Inc. January 2013 - May 2013
McDonald's Corporation April 2009 - February 2011
Education
Columbia Law School 2015 — 2018
Doctor of Law (J.D.)
Cornell University 2013 — 2015
Bachelor of Science (BS)
Tompkins Cortland Community College 2010 — 2012
Associate of Science (A.S.)
Alex Yagoda Alex Yagoda's Morgan Stanley Experience 2009 - 2009
Job MBA Candidate at Columbia Business School
Industry Venture Capital & Private Equity
Experience
Bain Capital Ventures January 2015 - June 2015
Foundation Capital September 2014 - June 2015
Bowery Capital June 2014 - August 2014
StarVest Partners January 2014 - June 2014
Booz & Company September 2010 - August 2013
Morgan Stanley 2009 - 2009
Winnington Capital June 2008 - August 2008
Skills
International Expansion, Latin America, Entrepreneurship, Excel models, Financial Modeling, Distribution Strategies, E-commerce, Mergers & Acquisitions, Strategic Partnerships, Due Diligence, Digital Marketing, Mergers, Emerging Markets, Management Consulting, Venture Capital, Start-ups, Business Strategy, Strategy, Valuation, Corporate Finance, Consulting, Financial Analysis, Private Equity
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics, Political Science
Bain Capital Ventures January 2015 - June 2015
Foundation Capital September 2014 - June 2015
Bowery Capital June 2014 - August 2014
StarVest Partners January 2014 - June 2014
Booz & Company September 2010 - August 2013
Morgan Stanley 2009 - 2009
Winnington Capital June 2008 - August 2008
Skills
International Expansion, Latin America, Entrepreneurship, Excel models, Financial Modeling, Distribution Strategies, E-commerce, Mergers & Acquisitions, Strategic Partnerships, Due Diligence, Digital Marketing, Mergers, Emerging Markets, Management Consulting, Venture Capital, Start-ups, Business Strategy, Strategy, Valuation, Corporate Finance, Consulting, Financial Analysis, Private Equity
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics, Political Science
Jacques Mouracadeh Jacques Mouracadeh's Morgan Stanley Experience July 2007 - April 2012
Job MBA Class of 2015, Columbia Business School
Industry Capital Markets
Experience
Lloyds Banking Group November 2013 - January 2014
Yorvik Partners LLP (now Sterne Agee UK LLP) April 2013 - November 2013
TradeRisks Ltd May 2012 - April 2013
Morgan Stanley July 2007 - April 2012
Morgan Stanley July 2006 - August 2006
Skills
Real Estate, Real Estate Financing, Argus Modeling, Derivatives, Structured Products, Corporate Finance, Project Finance, Investment Strategies, Financial Risk..., Exotic Derivatives, Credit Rating, Treasury Services, Refinancings, Refinance, Social Housing, Hedge Accounting, Social, Bilingual, Quantitative, Derivative Sales, Cross-Asset Investment..., Exotics
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.), Finance, Real Estate, and Media
University of Oxford 2004 — 2007
BA, Mathematics
Lycée Français Charles de Gaulle 1990 — 2004
Lloyds Banking Group November 2013 - January 2014
Yorvik Partners LLP (now Sterne Agee UK LLP) April 2013 - November 2013
TradeRisks Ltd May 2012 - April 2013
Morgan Stanley July 2007 - April 2012
Morgan Stanley July 2006 - August 2006
Skills
Real Estate, Real Estate Financing, Argus Modeling, Derivatives, Structured Products, Corporate Finance, Project Finance, Investment Strategies, Financial Risk..., Exotic Derivatives, Credit Rating, Treasury Services, Refinancings, Refinance, Social Housing, Hedge Accounting, Social, Bilingual, Quantitative, Derivative Sales, Cross-Asset Investment..., Exotics
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.), Finance, Real Estate, and Media
University of Oxford 2004 — 2007
BA, Mathematics
Lycée Français Charles de Gaulle 1990 — 2004
Timothy Jayne's Morgan Stanley Experience September 1998 - December 2003
Job VP, Senior Portfolio Manager
Industry Financial Services
Experience
UBS January 2009 - Present
Financial Industry Regulatory Authority 2008 - Present
US Army September 1991 - August 2009
Wachovia Securities, LLC January 2004 - January 2009
Morgan Stanley September 1998 - December 2003
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Certified Portfolio Manager
University of Pennsylvania - The Wharton School
Drexel University
The King's Christian School
UBS January 2009 - Present
Financial Industry Regulatory Authority 2008 - Present
US Army September 1991 - August 2009
Wachovia Securities, LLC January 2004 - January 2009
Morgan Stanley September 1998 - December 2003
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Certified Portfolio Manager
University of Pennsylvania - The Wharton School
Drexel University
The King's Christian School
Yuichi Ando Yuichi Ando's Morgan Stanley Experience April 1997 - December 1999
Job Investment Banker at SMBC Nikko
Industry Financial Services
Experience
SMBC Nikko Securities Inc. October 2013 - Present
Magnolia (Capital) Partners, LLC November 2010 - September 2013
Goldman Sachs August 2002 - May 2009
UBS January 2000 - July 2002
Morgan Stanley April 1997 - December 1999
Skills
Global Strategy, Start-ups, Strategic Consulting, Investment Banking, Corporate Finance, Mergers, International Business, Mergers & Acquisitions, Financial Modeling, Investments, M&A experience, Management Consulting, Valuation, Venture Capital, Corporate Development
Education
Columbia University - Columbia Business School
Visiting Scholar
Columbia University School of Law
LL.M. (Master of Law)
Kyoto University
LL.B. (Bachelor of Law)
東京学芸大学付属高校
SMBC Nikko Securities Inc. October 2013 - Present
Magnolia (Capital) Partners, LLC November 2010 - September 2013
Goldman Sachs August 2002 - May 2009
UBS January 2000 - July 2002
Morgan Stanley April 1997 - December 1999
Skills
Global Strategy, Start-ups, Strategic Consulting, Investment Banking, Corporate Finance, Mergers, International Business, Mergers & Acquisitions, Financial Modeling, Investments, M&A experience, Management Consulting, Valuation, Venture Capital, Corporate Development
Education
Columbia University - Columbia Business School
Visiting Scholar
Columbia University School of Law
LL.M. (Master of Law)
Kyoto University
LL.B. (Bachelor of Law)
東京学芸大学付属高校
Robert J. Voreyer Robert J. Voreyer's Morgan Stanley Experience August 1981 - April 2006
Job Chief Financial Officer at Human Condition Safety
Industry Financial Services
Experience
Human Condition Safety August 2015 - Present
Human Condition Safety August 2015 - Present
Spencer Holt Advisors, LLC February 2015 - Present
Thorndale Farm October 2011 - June 2015
ShopperTrak April 2012 - January 2015
FarmLink April 2012 - January 2015
Bank of America Merrill Lynch May 2006 - September 2011
Morgan Stanley August 1981 - April 2006
Skills
Investment Banking, Capital Markets, Risk Management, Loan Origination, Debt Restructuring, Portfolio Management, Investments, Financial Modeling, Bonds, Non-profits, Wealth Management, Fixed Income, Nonprofits, Hedge Funds, High Yield, Financial Risk, Emerging Markets, Securities, Private Equity, Loans, Alternative Investments, Start-ups, Asia, Single Family Office
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Georgetown University - The McDonough School of Business 1979 — 1981
BSBA, Finance
Human Condition Safety August 2015 - Present
Human Condition Safety August 2015 - Present
Spencer Holt Advisors, LLC February 2015 - Present
Thorndale Farm October 2011 - June 2015
ShopperTrak April 2012 - January 2015
FarmLink April 2012 - January 2015
Bank of America Merrill Lynch May 2006 - September 2011
Morgan Stanley August 1981 - April 2006
Skills
Investment Banking, Capital Markets, Risk Management, Loan Origination, Debt Restructuring, Portfolio Management, Investments, Financial Modeling, Bonds, Non-profits, Wealth Management, Fixed Income, Nonprofits, Hedge Funds, High Yield, Financial Risk, Emerging Markets, Securities, Private Equity, Loans, Alternative Investments, Start-ups, Asia, Single Family Office
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Georgetown University - The McDonough School of Business 1979 — 1981
BSBA, Finance
Dan Gaspar Dan Gaspar's Morgan Stanley Experience July 2001 - July 2003
Job
Industry Venture Capital & Private Equity
Experience
High Road Capital Partners May 2011 - Present
Columbus Nova / Gotham Private Equity January 2007 - April 2011
Trimaran Capital Partners 2005 - 2007
Morgan Stanley July 2001 - July 2003
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
University of Pennsylvania - The Wharton School 1997 — 2001
BS
High Road Capital Partners May 2011 - Present
Columbus Nova / Gotham Private Equity January 2007 - April 2011
Trimaran Capital Partners 2005 - 2007
Morgan Stanley July 2001 - July 2003
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
University of Pennsylvania - The Wharton School 1997 — 2001
BS
Deborah Birnbach Deborah Birnbach's Morgan Stanley Experience December 1986 - December 1988
Job Partner, Goodwin Procter LLP
Industry Law Practice
Experience
Goodwin Procter LLP January 2005 - Present
Discovering Justice July 2013 - Present
Testa, Hurwitz & Thibeault, LLP January 1995 - January 2005
Stroock & Stroock & Lavan LLP September 1992 - December 1994
Morgan Stanley December 1986 - December 1988
Skills
Trade Secrets, Litigation, Class Actions, Privacy Law, Securities Litigation, Compliance, Mergers, Securities, Dispute, Private Equity, Unfair Competition, Commercial Litigation, Corporate Governance, Internal Investigations, Mergers
Education
Columbia University School of Law 1989 — 1992
J.D.
Wellesley College 1983 — 1987
B.A., Economics/French
Goodwin Procter LLP January 2005 - Present
Discovering Justice July 2013 - Present
Testa, Hurwitz & Thibeault, LLP January 1995 - January 2005
Stroock & Stroock & Lavan LLP September 1992 - December 1994
Morgan Stanley December 1986 - December 1988
Skills
Trade Secrets, Litigation, Class Actions, Privacy Law, Securities Litigation, Compliance, Mergers, Securities, Dispute, Private Equity, Unfair Competition, Commercial Litigation, Corporate Governance, Internal Investigations, Mergers
Education
Columbia University School of Law 1989 — 1992
J.D.
Wellesley College 1983 — 1987
B.A., Economics/French
Jack Koehler's Morgan Stanley Experience June 2013 - March 2015
Job Analyst at Morgan Stanley
Industry Research
Experience
Morgan Stanley June 2013 - March 2015
Morgan Stanley June 2012 - August 2012
Columbia Business School January 2011 - May 2012
Skills
Stata, Python, Machine Learning, Algorithms, d3.js, NumPy, SciPy, R, MySQL, Java, Matlab, Unix, Windows, Regulatory Capital, Basel II, Basel III, Leveraged Lending, Debt & Equity Financing
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2013
B.S., Applied Mathematics
Morgan Stanley June 2013 - March 2015
Morgan Stanley June 2012 - August 2012
Columbia Business School January 2011 - May 2012
Skills
Stata, Python, Machine Learning, Algorithms, d3.js, NumPy, SciPy, R, MySQL, Java, Matlab, Unix, Windows, Regulatory Capital, Basel II, Basel III, Leveraged Lending, Debt & Equity Financing
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2013
B.S., Applied Mathematics
Azhar Quader Azhar Quader's Morgan Stanley Experience 2007 - 2008
Job Investment Professional
Industry Investment Management
Experience
Queens Court Capital Management 2009 - Present
Convene Conference Centers 2009 - Present
Perry Capital 2013 - 2014
Sunrise Capital Partners 2009 - 2012
Morgan Stanley 2007 - 2008
Credit Suisse 2003 - 2007
Skills
Credit Derivatives, ABS, Structuring, Derivatives, Fixed Income Products, Value Investing, Structured Finance, Alternative Investments, Equity Derivatives, Fixed Income, Financial Structuring, Structured Products, Hedge Funds, Bonds, Trading, CDO, Options, Asset Management, Capital Markets, Investment Strategies, Equities, Investment Banking, Private Equity, Bloomberg, Series 7, Emerging Markets, CLO, Credit, Electronic Trading, Investment Management, Banking, Securities, High Yield, Valuation, Financial Risk, Financial Markets, Portfolio Management, Equity Research, Trading Systems, Quantitative Finance, CMBS, Financial Modeling, Commodity, Asset Allocation, Leveraged Finance, Market Risk, Investments, Loans, Equity Trading, FX Options
Education
Columbia University in the City of New York 1998 — 2002
BA
Columbia University - Columbia Business School
MBA
New York University
MS
Queens Court Capital Management 2009 - Present
Convene Conference Centers 2009 - Present
Perry Capital 2013 - 2014
Sunrise Capital Partners 2009 - 2012
Morgan Stanley 2007 - 2008
Credit Suisse 2003 - 2007
Skills
Credit Derivatives, ABS, Structuring, Derivatives, Fixed Income Products, Value Investing, Structured Finance, Alternative Investments, Equity Derivatives, Fixed Income, Financial Structuring, Structured Products, Hedge Funds, Bonds, Trading, CDO, Options, Asset Management, Capital Markets, Investment Strategies, Equities, Investment Banking, Private Equity, Bloomberg, Series 7, Emerging Markets, CLO, Credit, Electronic Trading, Investment Management, Banking, Securities, High Yield, Valuation, Financial Risk, Financial Markets, Portfolio Management, Equity Research, Trading Systems, Quantitative Finance, CMBS, Financial Modeling, Commodity, Asset Allocation, Leveraged Finance, Market Risk, Investments, Loans, Equity Trading, FX Options
Education
Columbia University in the City of New York 1998 — 2002
BA
Columbia University - Columbia Business School
MBA
New York University
MS
Adam Schloss's Morgan Stanley Experience March 2013 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
Weil, Gotshal & Manges LLP September 2002 - March 2013
Skills
Swaps, Derivatives, Regulatory Reform, Dodd-Frank, Operational Risk..., Corporate Finance, Securities Regulation, Capital Markets, Fixed Income, Corporate Governance, Litigation, Corporate Law, Securities Litigation, Securities, Electronic Trading, Financial Regulation, Interest Rate..., Commodity, Licensing
Education
Columbia Law School 1999 — 2002
J.D.
Cornell University 1995 — 1999
B.A., Government
Morgan Stanley March 2013 - Present
Weil, Gotshal & Manges LLP September 2002 - March 2013
Skills
Swaps, Derivatives, Regulatory Reform, Dodd-Frank, Operational Risk..., Corporate Finance, Securities Regulation, Capital Markets, Fixed Income, Corporate Governance, Litigation, Corporate Law, Securities Litigation, Securities, Electronic Trading, Financial Regulation, Interest Rate..., Commodity, Licensing
Education
Columbia Law School 1999 — 2002
J.D.
Cornell University 1995 — 1999
B.A., Government
Dick Taggart Dick Taggart's Morgan Stanley Experience 1984 - 2008
Job EVP; Investment Manager Services, State Street
Industry Financial Services
Experience
State Street March 2012 - Present
AllianceBernstein February 2008 - January 2012
DTCC 2009 - 2012
Morgan Stanley 1984 - 2008
Progeon (Infosys BPO) 2003 - 2004
Process Dynamics 2001 - 2003
JP Morgan 1998 - 2001
Greenwich Associates 1988 - 1990
Skills
Organizational..., Operations Management, Re-engineering
Education
Columbia Engineering 1983 — 1985
MS, Industrial Engineering
St. Lawrence University 1979 — 1983
BS, Mathematics
State Street March 2012 - Present
AllianceBernstein February 2008 - January 2012
DTCC 2009 - 2012
Morgan Stanley 1984 - 2008
Progeon (Infosys BPO) 2003 - 2004
Process Dynamics 2001 - 2003
JP Morgan 1998 - 2001
Greenwich Associates 1988 - 1990
Skills
Organizational..., Operations Management, Re-engineering
Education
Columbia Engineering 1983 — 1985
MS, Industrial Engineering
St. Lawrence University 1979 — 1983
BS, Mathematics
Kalinka Moudrova-Rothman Kalinka Moudrova-Rothman's Morgan Stanley Experience 1994 - 1995
Job Bank Finance Attorney
Industry Law Practice
Experience
Goldman Sachs & Co. March 2015 - Present
Mitsubishi UFJ Trust and Banking Corporation New York Branch December 2014 - Present
Allen & Overy January 2013 - October 2013
Dewey & LeBoeuf LLP August 2011 - January 2012
Citi July 2011 - July 2011
BNP Paribas May 2010 - December 2010
Sidley Austin LLP April 1998 - December 2008
White & Case 1992 - 1998
Morgan Stanley 1994 - 1995
Education
Columbia Law School 1991 — 1992
LLM, law
Sofia University St. Kliment Ohridski 1979 — 1984
LLM, law
English Language High School 1974 — 1979
Goldman Sachs & Co. March 2015 - Present
Mitsubishi UFJ Trust and Banking Corporation New York Branch December 2014 - Present
Allen & Overy January 2013 - October 2013
Dewey & LeBoeuf LLP August 2011 - January 2012
Citi July 2011 - July 2011
BNP Paribas May 2010 - December 2010
Sidley Austin LLP April 1998 - December 2008
White & Case 1992 - 1998
Morgan Stanley 1994 - 1995
Education
Columbia Law School 1991 — 1992
LLM, law
Sofia University St. Kliment Ohridski 1979 — 1984
LLM, law
English Language High School 1974 — 1979
Olivia Radin Olivia Radin's Morgan Stanley Experience 1996 - 2001
Job Partner at Freshfields Bruckhaus Deringer
Industry Law Practice
Experience
Freshfields Bruckhaus Deringer May 2015 - Present
Freshfields Bruckhaus Deringer April 2009 - April 2015
Covington & Burling 2005 - 2009
Morgan Stanley 1996 - 2001
Education
Columbia Law School 2001 — 2004
JD
Harvard College 1992 — 1996
Bachelor's degree, Economics
Freshfields Bruckhaus Deringer May 2015 - Present
Freshfields Bruckhaus Deringer April 2009 - April 2015
Covington & Burling 2005 - 2009
Morgan Stanley 1996 - 2001
Education
Columbia Law School 2001 — 2004
JD
Harvard College 1992 — 1996
Bachelor's degree, Economics
Carol Shahmoon Carol Shahmoon's Morgan Stanley Experience 1995 - 1998
Job Partner at Shahmoon & Ellisen LLP
Industry Legal Services
Experience
Shahmoon & Ellisen LLP 2013 - Present
Chitwood Harley Harnes LLP 2008 - 2013
Morgan Stanley 1995 - 1998
Cleary Gottlieb Steen & Hamilton LLP 1992 - 1995
Kramer Levin Naftalis & Frankel LLP 1990 - 1990
Skills
Civil Litigation, Class Actions, Commercial Litigation, Corporate Governance, Corporate Law, Securities Regulation, Legal Research, Appeals, Litigation, Legal Writing, Securities Litigation, Privacy Law, Intellectual Property, Mediation, Competition Law, Courts, Licensing, Employment Law, Arbitration, Joint Ventures, Trials, Copyright Law, Trade Secrets, Bankruptcy, International Law
Education
Columbia Law School 1989 — 1992
JD, Law
Columbia University in the City of New York 1986 — 1989
A.B., Economics
Shahmoon & Ellisen LLP 2013 - Present
Chitwood Harley Harnes LLP 2008 - 2013
Morgan Stanley 1995 - 1998
Cleary Gottlieb Steen & Hamilton LLP 1992 - 1995
Kramer Levin Naftalis & Frankel LLP 1990 - 1990
Skills
Civil Litigation, Class Actions, Commercial Litigation, Corporate Governance, Corporate Law, Securities Regulation, Legal Research, Appeals, Litigation, Legal Writing, Securities Litigation, Privacy Law, Intellectual Property, Mediation, Competition Law, Courts, Licensing, Employment Law, Arbitration, Joint Ventures, Trials, Copyright Law, Trade Secrets, Bankruptcy, International Law
Education
Columbia Law School 1989 — 1992
JD, Law
Columbia University in the City of New York 1986 — 1989
A.B., Economics
John Graham's Morgan Stanley Experience June 2011 - August 2011
Job Happiness engineer @ Venmo
Industry Computer Software
Experience
Venmo September 2011 - Present
Morgan Stanley June 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Columbia University January 2010 - June 2010
MKP Capital May 2009 - January 2010
Education
Columbia Engineering 2007 — 2011
BS, Computer Science
Columbia University in the City of New York
Venmo September 2011 - Present
Morgan Stanley June 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Columbia University January 2010 - June 2010
MKP Capital May 2009 - January 2010
Education
Columbia Engineering 2007 — 2011
BS, Computer Science
Columbia University in the City of New York
Ralph Pellecchio Ralph Pellecchio's Morgan Stanley Experience September 1980 - October 2004
Job Special Counsel at Citigroup
Industry Financial Services
Experience
Citigroup October 2010 - December 2013
Perella Weinberg Partners May 2006 - August 2007
Morgan Stanley September 1980 - October 2004
Cravath, Swaine & Moore LLP September 1976 - August 1980
Skills
Hedge Funds, Private Equity, Capital Markets, Securities Regulation, Securities, Equities, Venture Capital, Alternative Investments, Mergers, Corporate Governance, Investment Banking, Due Diligence, Corporate Law, Litigation, Mergers & Acquisitions, Structured Finance, Legal Advice, IPO, Private Placements, Joint Ventures, Financial Services, Derivatives, Corporate Finance, Cross-border..., M&A experience, FINRA
Education
Columbia University School of Law 1973 — 1976
J.D.
Princeton University 1967 — 1971
A.B., English
Citigroup October 2010 - December 2013
Perella Weinberg Partners May 2006 - August 2007
Morgan Stanley September 1980 - October 2004
Cravath, Swaine & Moore LLP September 1976 - August 1980
Skills
Hedge Funds, Private Equity, Capital Markets, Securities Regulation, Securities, Equities, Venture Capital, Alternative Investments, Mergers, Corporate Governance, Investment Banking, Due Diligence, Corporate Law, Litigation, Mergers & Acquisitions, Structured Finance, Legal Advice, IPO, Private Placements, Joint Ventures, Financial Services, Derivatives, Corporate Finance, Cross-border..., M&A experience, FINRA
Education
Columbia University School of Law 1973 — 1976
J.D.
Princeton University 1967 — 1971
A.B., English
Carrie Klenske Carrie Klenske's Morgan Stanley Experience 2007 - 2011
Job Financial and Accounting Professional
Industry Financial Services
Experience
Morgan Stanley 2007 - 2011
Skills
Series 7, Fixed Income, Equities, Retirement Planning, Financial Analysis, Investments, Wealth Management, Financial Services, Portfolio Management, Finance, Financial Modeling, Financial Planning, Asset Management, Securities, Banking, Risk Management, Corporate Finance, Capital Markets, Investment Banking
Education
Columbia Southern University 2012 — 2014
Bachelor of Science (B.S.), Financial Management, 3.3
Columbia Southern University 2011 — 2012
Associate of Science (A.S.), Business Administration and Management, General, 3.6
Morgan Stanley 2007 - 2011
Skills
Series 7, Fixed Income, Equities, Retirement Planning, Financial Analysis, Investments, Wealth Management, Financial Services, Portfolio Management, Finance, Financial Modeling, Financial Planning, Asset Management, Securities, Banking, Risk Management, Corporate Finance, Capital Markets, Investment Banking
Education
Columbia Southern University 2012 — 2014
Bachelor of Science (B.S.), Financial Management, 3.3
Columbia Southern University 2011 — 2012
Associate of Science (A.S.), Business Administration and Management, General, 3.6
Jie Gong Jie Gong's Morgan Stanley Experience February 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Nomura Securities April 2011 - February 2014
Markit Group Ltd. June 2010 - August 2010
Chicago Trading Company February 2010 - May 2010
Skills
SQL, C++, Bloomberg, Excel VBA
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2010
Master, Operation Research
National Tsinghua University 2009 — 2009
Exchange Student, Quantitative Finance
Huazhong University of Science and Technology 2005 — 2009
Bechalor of Science, Systems Engineering
Morgan Stanley February 2014 - Present
Nomura Securities April 2011 - February 2014
Markit Group Ltd. June 2010 - August 2010
Chicago Trading Company February 2010 - May 2010
Skills
SQL, C++, Bloomberg, Excel VBA
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2010
Master, Operation Research
National Tsinghua University 2009 — 2009
Exchange Student, Quantitative Finance
Huazhong University of Science and Technology 2005 — 2009
Bechalor of Science, Systems Engineering
Jenny Mak Jenny Mak's Morgan Stanley Experience July 2010 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley July 2010 - Present
Morgan Stanley November 2007 - August 2010
Morgan Stanley Investment Management June 1995 - October 2007
Morgan Stanley February 1995 - June 1995
Skills
Sybase, Equities, Reference Data, Enterprise Architecture, Asset Managment, Alternative Investments, Trading Systems, Vendor Management, Hedge Funds, Fixed Income, Trading, Strategic Planning, Bloomberg, Derivatives, Electronic Trading, Portfolio Management
Education
Columbia Engineering 1993 — 1995
BS, Computer Science
Morgan Stanley July 2010 - Present
Morgan Stanley November 2007 - August 2010
Morgan Stanley Investment Management June 1995 - October 2007
Morgan Stanley February 1995 - June 1995
Skills
Sybase, Equities, Reference Data, Enterprise Architecture, Asset Managment, Alternative Investments, Trading Systems, Vendor Management, Hedge Funds, Fixed Income, Trading, Strategic Planning, Bloomberg, Derivatives, Electronic Trading, Portfolio Management
Education
Columbia Engineering 1993 — 1995
BS, Computer Science
David Kessler David Kessler's Morgan Stanley Experience February 1998 - April 2000
Job Research Analyst at Robotti & Company Advisors
Industry Investment Management
Experience
Robotti & Company Advisors, LLC November 2009 - Present
Aquamarine Capital Management LLC February 2009 - November 2009
Ruane, Cunniff & Goldfarb May 2007 - August 2007
Rochdale Investment Management May 2000 - May 2006
Morgan Stanley February 1998 - April 2000
Skills
Value Investing, Special Situations, Fundamental Research, Investments, Hedge Funds, Equities, Portfolio Management, Asset Managment, Financial Modeling, Valuation, Asset Management, Bloomberg, Equity Research, Fixed Income, Research, Securities
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Accounting and Finance
University of Maryland - Robert H. Smith School of Business 1992 — 1997
BS, Finance and Marketing
Robotti & Company Advisors, LLC November 2009 - Present
Aquamarine Capital Management LLC February 2009 - November 2009
Ruane, Cunniff & Goldfarb May 2007 - August 2007
Rochdale Investment Management May 2000 - May 2006
Morgan Stanley February 1998 - April 2000
Skills
Value Investing, Special Situations, Fundamental Research, Investments, Hedge Funds, Equities, Portfolio Management, Asset Managment, Financial Modeling, Valuation, Asset Management, Bloomberg, Equity Research, Fixed Income, Research, Securities
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Accounting and Finance
University of Maryland - Robert H. Smith School of Business 1992 — 1997
BS, Finance and Marketing
Marc Roitman's Morgan Stanley Experience 2006 - 2006
Job Associate at Chadbourne & Parke LLP
Industry Law Practice
Experience
Chadbourne & Parke LLP November 2009 - Present
Cadwalader, Wickersham & Taft LLP 2008 - 2008
Chadbourne & Parke LLP 2007 - 2007
Morgan Stanley 2006 - 2006
Education
Columbia Law School 2006 — 2009
Doctor of Law (J.D.)
Duke University 2002 — 2005
Bachelor of Arts (B.A.), Economics, Political Science
Chadbourne & Parke LLP November 2009 - Present
Cadwalader, Wickersham & Taft LLP 2008 - 2008
Chadbourne & Parke LLP 2007 - 2007
Morgan Stanley 2006 - 2006
Education
Columbia Law School 2006 — 2009
Doctor of Law (J.D.)
Duke University 2002 — 2005
Bachelor of Arts (B.A.), Economics, Political Science
David Marinoff's Morgan Stanley Experience June 2004 - February 2009
Job Managing Director at Apollo Global Management LLC
Industry Investment Management
Experience
Apollo Global Management LLC September 2013 - Present
Guggenheim Capital Markets July 2009 - September 2013
Morgan Stanley June 2004 - February 2009
JP Morgan Chase July 2002 - June 2004
Skills
Capital Markets, Derivatives, Portfolio Management, Structured Products, Hedge Funds, Financial Structuring, Securitization, Valuation, Bonds, ALM, Fixed Income, Alternative Investments
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Columbia Law School 1998 — 2001
JD, Corporate Law and Taxation
Wesleyan University 1990 — 1994
BA, Music
Apollo Global Management LLC September 2013 - Present
Guggenheim Capital Markets July 2009 - September 2013
Morgan Stanley June 2004 - February 2009
JP Morgan Chase July 2002 - June 2004
Skills
Capital Markets, Derivatives, Portfolio Management, Structured Products, Hedge Funds, Financial Structuring, Securitization, Valuation, Bonds, ALM, Fixed Income, Alternative Investments
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Columbia Law School 1998 — 2001
JD, Corporate Law and Taxation
Wesleyan University 1990 — 1994
BA, Music
Kim Horelick's Morgan Stanley Experience July 1995 - November 2002
Job Executive Director Client Portfolio Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2015 - Present
Silver River Capital Advisors 2014 - 2015
Brevet Capital Management May 2011 - November 2012
Horton Point 2010 - May 2011
The Midway Group March 2008 - December 2009
Wachovia Securities March 2003 - March 2008
Morgan Stanley July 1995 - November 2002
Banque Paribas 1992 - 1994
Skills
Fixed Income, Investor Relations, Marketing, Sales, Hedge Funds, Alternative Investments, Asset Managment, Capital Markets, Equities, Portfolio Management, Investments, Investment Banking, Private Equity, Bloomberg, Series 7, Emerging Markets, Structured Finance, Structured Products, Due Diligence, Investment Strategies, Relationship Management, Asset Management, Wealth Management, Equity Derivatives
Education
Columbia University - Columbia Business School 1993 — 1995
MBA
Columbia Engineering 1986 — 1990
BS
Collegiate School
J.P. Morgan 2015 - Present
Silver River Capital Advisors 2014 - 2015
Brevet Capital Management May 2011 - November 2012
Horton Point 2010 - May 2011
The Midway Group March 2008 - December 2009
Wachovia Securities March 2003 - March 2008
Morgan Stanley July 1995 - November 2002
Banque Paribas 1992 - 1994
Skills
Fixed Income, Investor Relations, Marketing, Sales, Hedge Funds, Alternative Investments, Asset Managment, Capital Markets, Equities, Portfolio Management, Investments, Investment Banking, Private Equity, Bloomberg, Series 7, Emerging Markets, Structured Finance, Structured Products, Due Diligence, Investment Strategies, Relationship Management, Asset Management, Wealth Management, Equity Derivatives
Education
Columbia University - Columbia Business School 1993 — 1995
MBA
Columbia Engineering 1986 — 1990
BS
Collegiate School
Mamta Jain's Morgan Stanley Experience January 2013 - Present
Job Executive Director at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley June 2011 - Present
Skills
Time Series Analysis, Data Analysis, Fixed Income, Operational Risk..., Derivatives, Quantitative Finance, Rates, Market Making, Structured Products, Credit Analysis, Equities
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2006 — 2007
MS, Financial Engineering
Mumbai University 2000 — 2004
BS, Electronic Engineering
Morgan Stanley January 2013 - Present
Morgan Stanley June 2011 - Present
Skills
Time Series Analysis, Data Analysis, Fixed Income, Operational Risk..., Derivatives, Quantitative Finance, Rates, Market Making, Structured Products, Credit Analysis, Equities
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2006 — 2007
MS, Financial Engineering
Mumbai University 2000 — 2004
BS, Electronic Engineering
William de Wulf's Morgan Stanley Experience June 2007 - August 2007
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs January 2013 - Present
Goldman Sachs June 2010 - December 2012
Goldman Sachs September 2007 - May 2010
Morgan Stanley June 2007 - August 2007
BNP Paribas April 2006 - July 2006
Skills
Investment Banking, Investments, Special Situations, Strategy, Syndications, Hedge Funds, Equities, Bloomberg, Valuation, LBO, Financial Modeling, Fixed Income
Education
Columbia Engineering 2006 — 2007
MS, Financial Engineering
Ecole polytechnique 2003 — 2006
MS, Applied Mathematics & Economics
Goldman Sachs January 2013 - Present
Goldman Sachs June 2010 - December 2012
Goldman Sachs September 2007 - May 2010
Morgan Stanley June 2007 - August 2007
BNP Paribas April 2006 - July 2006
Skills
Investment Banking, Investments, Special Situations, Strategy, Syndications, Hedge Funds, Equities, Bloomberg, Valuation, LBO, Financial Modeling, Fixed Income
Education
Columbia Engineering 2006 — 2007
MS, Financial Engineering
Ecole polytechnique 2003 — 2006
MS, Applied Mathematics & Economics
Taaha Shaikh's Morgan Stanley Experience June 2006 - August 2008
Job Cain Brothers & Co., LLC
Industry Financial Services
Experience
Cain Brothers June 2010 - Present
Thornton Holdings, LLC May 2009 - May 2010
Bowside Capital January 2009 - August 2009
Morgan Stanley June 2006 - August 2008
Skills
Financial Modeling, Valuation, Private Equity, Mergers, Venture Capital, Investments, Emerging Markets, Finance, Financial Structuring, Structured Finance, Analysis, Banking, Investment Banking, Mergers & Acquisitions, Capital Markets, Financial Analysis, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance and Entrepreneurship
Columbia Engineering 2001 — 2005
BS, Applied Mathematics
Cain Brothers June 2010 - Present
Thornton Holdings, LLC May 2009 - May 2010
Bowside Capital January 2009 - August 2009
Morgan Stanley June 2006 - August 2008
Skills
Financial Modeling, Valuation, Private Equity, Mergers, Venture Capital, Investments, Emerging Markets, Finance, Financial Structuring, Structured Finance, Analysis, Banking, Investment Banking, Mergers & Acquisitions, Capital Markets, Financial Analysis, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance and Entrepreneurship
Columbia Engineering 2001 — 2005
BS, Applied Mathematics
David Solimano's Morgan Stanley Experience September 2007 - April 2009
Job Developer at Cowen and Company
Industry Financial Services
Experience
Cowen and Company June 2011 - Present
LaBranche Structured Products April 2009 - October 2011
Morgan Stanley September 2007 - April 2009
LaBranche Structured Products June 2006 - September 2007
Skills
Equity Derivatives, C#, Options, Java, Trading Systems, SQL, Linux, XML, Perl
Education
Columbia Engineering 2010 — 2012
MS, Computer Science
Columbia University in the City of New York 2003 — 2006
New York University 2002 — 2003
Cowen and Company June 2011 - Present
LaBranche Structured Products April 2009 - October 2011
Morgan Stanley September 2007 - April 2009
LaBranche Structured Products June 2006 - September 2007
Skills
Equity Derivatives, C#, Options, Java, Trading Systems, SQL, Linux, XML, Perl
Education
Columbia Engineering 2010 — 2012
MS, Computer Science
Columbia University in the City of New York 2003 — 2006
New York University 2002 — 2003
Gigi Chavez de Arnavat's Morgan Stanley Experience September 1996 - August 2007
Job Managing Director and Associate General Counsel at Goldman Sachs
Industry Financial Services
Experience
Goldman, Sachs & Co. March 2010 - Present
Knight Libertas LLC October 2009 - February 2010
Bear Stearns September 2007 - August 2008
Morgan Stanley September 1996 - August 2007
Sullivan & Cromwell August 1991 - August 1996
Skills
Emerging Markets, Capital Markets, Latin America, Trading, Private Equity, Securities, Hedge Funds, Structured Finance, Alternative Investments, Derivatives, Due Diligence, Equities, Securities Regulation, Mergers, Venture Capital, Structured Products, Corporate Finance, Joint Ventures, Asset Managment, Private Placements, Fixed Income, Investment Banking
Education
Columbia Law School 1989 — 1991
JD, Law
Harvard University 1982 — 1986
A.B. magna cum laude, Government
Goldman, Sachs & Co. March 2010 - Present
Knight Libertas LLC October 2009 - February 2010
Bear Stearns September 2007 - August 2008
Morgan Stanley September 1996 - August 2007
Sullivan & Cromwell August 1991 - August 1996
Skills
Emerging Markets, Capital Markets, Latin America, Trading, Private Equity, Securities, Hedge Funds, Structured Finance, Alternative Investments, Derivatives, Due Diligence, Equities, Securities Regulation, Mergers, Venture Capital, Structured Products, Corporate Finance, Joint Ventures, Asset Managment, Private Placements, Fixed Income, Investment Banking
Education
Columbia Law School 1989 — 1991
JD, Law
Harvard University 1982 — 1986
A.B. magna cum laude, Government
Ed Gilman's Morgan Stanley Experience December 2012 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2012 - Present
Blast Radius June 2011 - October 2012
Morgan Stanley July 2010 - October 2010
The Grow Network/McGraw-Hill January 2008 - January 2010
The Grow Network/McGraw-Hill May 2005 - December 2007
eScholar 2002 - 2005
iXL/Scient 1999 - 2002
Bloomberg 1991 - 1998
Skills
Program Management, Business Analysis, Product Management, Project Management, Vendor Management, Cross-functional Team..., Analytics, Strategy, Business Intelligence, Data Warehousing, User Acceptance Testing
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance
Vassar College
BA, Psychology
Morgan Stanley December 2012 - Present
Blast Radius June 2011 - October 2012
Morgan Stanley July 2010 - October 2010
The Grow Network/McGraw-Hill January 2008 - January 2010
The Grow Network/McGraw-Hill May 2005 - December 2007
eScholar 2002 - 2005
iXL/Scient 1999 - 2002
Bloomberg 1991 - 1998
Skills
Program Management, Business Analysis, Product Management, Project Management, Vendor Management, Cross-functional Team..., Analytics, Strategy, Business Intelligence, Data Warehousing, User Acceptance Testing
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance
Vassar College
BA, Psychology
Teresa Tsai's Morgan Stanley Experience 1998 - 2000
Job
Industry Investment Management
Experience
Interventure Advisors LP November 2010 - Present
Interventure Capital Group March 2007 - December 2010
Goldman Sachs 2000 - 2007
Morgan Stanley 1998 - 2000
Sullivan & Cromwell LLP 1991 - 1998
Education
Columbia University School of Law
JD
University of Michigan
AB
Interventure Advisors LP November 2010 - Present
Interventure Capital Group March 2007 - December 2010
Goldman Sachs 2000 - 2007
Morgan Stanley 1998 - 2000
Sullivan & Cromwell LLP 1991 - 1998
Education
Columbia University School of Law
JD
University of Michigan
AB
Philip Druck's Morgan Stanley Experience 1920 - 1930
Job Software Development Contractor at Bloomberg LP
Industry Computer Software
Experience
Bloomberg LP June 2014 - Present
New York Inc. 1900 - Present
PIMCO June 2012 - May 2014
Thomson Reuters May 2009 - June 2012
Goldman Sachs June 2003 - April 2005
Credit Suisse November 1997 - June 2002
Nomura Research Institute 1900 - 1940
Citi January 1920 - January 1930
Morgan Stanley 1920 - 1930
Lehman Brothers 1900 - 1930
Skills
Software Engineering, Java, Mobile Devices, Distributed Systems, C, Databases, C++, Python, Hadoop, Software Development, Architectures, Architecture, Quantitative Finance, Agile Methodologies, Scalability, Data Mining, JavaScript
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Stuyvesant High School
Bloomberg LP June 2014 - Present
New York Inc. 1900 - Present
PIMCO June 2012 - May 2014
Thomson Reuters May 2009 - June 2012
Goldman Sachs June 2003 - April 2005
Credit Suisse November 1997 - June 2002
Nomura Research Institute 1900 - 1940
Citi January 1920 - January 1930
Morgan Stanley 1920 - 1930
Lehman Brothers 1900 - 1930
Skills
Software Engineering, Java, Mobile Devices, Distributed Systems, C, Databases, C++, Python, Hadoop, Software Development, Architectures, Architecture, Quantitative Finance, Agile Methodologies, Scalability, Data Mining, JavaScript
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Stuyvesant High School
Alex Russo's Morgan Stanley Experience February 2015 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Investor Analytics February 2014 - January 2015
Investor Analytics July 2013 - February 2014
Investor Analytics January 2007 - July 2013
Investor Analytics June 2006 - August 2006
Investor Analytics June 2005 - August 2005
Investor Analytics June 2004 - August 2004
Skills
Quantitative Analysis, Risk Management, Fixed Income, Swaps, Swaptions, Monte Carlo Simulation, Derivatives, Stress Testing, Interest Rate..., Equity Derivatives, Valuation, Options Pricing, Portfolio Optimization, Java, Matlab, C++, SQL, Product Development, Software Development, Software Design, Marketing, Technical Sales, New Business Development, Risk Analysis, Market Data, Quantitative Analytics, Perl, Options, Sales, Hedge Funds, Portfolio Management, FX Options, Securities, Commodity, Financial Risk, Financial Engineering, Equities, Financial Modeling, Quantitative Finance, Market Risk
Education
Columbia Engineering 2008 — 2009
Master of Science, Financial Engineering
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science, Computer Science
Morgan Stanley February 2015 - Present
Investor Analytics February 2014 - January 2015
Investor Analytics July 2013 - February 2014
Investor Analytics January 2007 - July 2013
Investor Analytics June 2006 - August 2006
Investor Analytics June 2005 - August 2005
Investor Analytics June 2004 - August 2004
Skills
Quantitative Analysis, Risk Management, Fixed Income, Swaps, Swaptions, Monte Carlo Simulation, Derivatives, Stress Testing, Interest Rate..., Equity Derivatives, Valuation, Options Pricing, Portfolio Optimization, Java, Matlab, C++, SQL, Product Development, Software Development, Software Design, Marketing, Technical Sales, New Business Development, Risk Analysis, Market Data, Quantitative Analytics, Perl, Options, Sales, Hedge Funds, Portfolio Management, FX Options, Securities, Commodity, Financial Risk, Financial Engineering, Equities, Financial Modeling, Quantitative Finance, Market Risk
Education
Columbia Engineering 2008 — 2009
Master of Science, Financial Engineering
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science, Computer Science
Claudia Marmolejo's Morgan Stanley Experience 2006 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2006 - Present
Citigroup September 2002 - December 2006
Skadden Arps November 1999 - September 2002
Brown & Wood LLP 1996 - 1999
Skills
Capital Markets, Securities, Private Equity, Hedge Funds, Mergers & Acquisitions, Due Diligence, Equities, Corporate Governance, Securities Regulation, Fixed Income, Investment Banking, Corporate Finance, Derivatives, Alternative Investments, Structured Finance, Financial Services
Education
Columbia Law School 1995 — 1996
LLM, Finance, Banking, M&A
University of Buenos Aires
Morgan Stanley 2006 - Present
Citigroup September 2002 - December 2006
Skadden Arps November 1999 - September 2002
Brown & Wood LLP 1996 - 1999
Skills
Capital Markets, Securities, Private Equity, Hedge Funds, Mergers & Acquisitions, Due Diligence, Equities, Corporate Governance, Securities Regulation, Fixed Income, Investment Banking, Corporate Finance, Derivatives, Alternative Investments, Structured Finance, Financial Services
Education
Columbia Law School 1995 — 1996
LLM, Finance, Banking, M&A
University of Buenos Aires
Jeff Gononsky's Morgan Stanley Experience 2001 - 2003
Job Director of Operations at Green Ligth Deal, LLC
Industry Arts and Crafts
Experience
Green Light Deal March 2011 - Present
Holden's Screen Supply Corp. December 2009 - Present
Holden's Latex Corp. October 2009 - Present
Standard Screen Supply Corp. September 2002 - December 2009
Cementex Latex Corp. September 2002 - February 2009
Morgan Stanley 2001 - 2003
Finetix 1999 - 2002
JPMorgan Chase 1999 - 2001
Merrill Lynch 1992 - 1999
Salomon Brothers 1991 - 1992
Skills
Trading Systems, Equities, Strategy, Securities, Business Development, Start-ups, Vendor Management, Mergers & Acquisitions, IT Strategy, Asset Management, Management Consulting, Fixed Income, Strategic Partnerships
Education
Columbia Engineering 1988 — 1989
MS, Computer Science
Queens College 1984 — 1988
BA, Accounting, Computer Science
Green Light Deal March 2011 - Present
Holden's Screen Supply Corp. December 2009 - Present
Holden's Latex Corp. October 2009 - Present
Standard Screen Supply Corp. September 2002 - December 2009
Cementex Latex Corp. September 2002 - February 2009
Morgan Stanley 2001 - 2003
Finetix 1999 - 2002
JPMorgan Chase 1999 - 2001
Merrill Lynch 1992 - 1999
Salomon Brothers 1991 - 1992
Skills
Trading Systems, Equities, Strategy, Securities, Business Development, Start-ups, Vendor Management, Mergers & Acquisitions, IT Strategy, Asset Management, Management Consulting, Fixed Income, Strategic Partnerships
Education
Columbia Engineering 1988 — 1989
MS, Computer Science
Queens College 1984 — 1988
BA, Accounting, Computer Science
Alex Kirshensteyn's Morgan Stanley Experience September 2009 - June 2011
Job Test Manager at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank January 2014 - Present
Bank Of America June 2011 - January 2014
Morgan Stanley September 2009 - June 2011
Merrill Lynch August 2004 - September 2009
Lehman Brothers, Inc February 2001 - August 2004
Skills
Derivatives, Fixed Income, Quality Assurance, FX Options, Equities, Risk Management, Vendor Management, Testing, Integration, Business Analysis, Counterparty Exposure, Change Management, Trading Systems, Requirements Analysis, Integration Testing, User Acceptance Testing, Leadership, Test Management, Requirements Gathering, SDLC, Prime Brokerage Margin..., Real-time Margin &..., Dodd-Frank margin rules, Waterfall and Agile..., Project Planning, Onshore/offshore..., Front, Middle, and Back..., Test Planning, Electronic Trading, Process Improvement, Program Management, Financial Services, Test Strategy, Project Management, Investment Banking, Relationship Management, Data Analysis, Systems Analysis, Regression Testing, Functional Testing, Test Automation, Financial Analysis, Financial Risk..., Regulatory Reporting, Test Metrics Reporting
Education
New York University 1981 — 1986
MS, Computer Science
Columbia Engineering 1978 — 1980
BS, Computer Science
Deutsche Bank January 2014 - Present
Bank Of America June 2011 - January 2014
Morgan Stanley September 2009 - June 2011
Merrill Lynch August 2004 - September 2009
Lehman Brothers, Inc February 2001 - August 2004
Skills
Derivatives, Fixed Income, Quality Assurance, FX Options, Equities, Risk Management, Vendor Management, Testing, Integration, Business Analysis, Counterparty Exposure, Change Management, Trading Systems, Requirements Analysis, Integration Testing, User Acceptance Testing, Leadership, Test Management, Requirements Gathering, SDLC, Prime Brokerage Margin..., Real-time Margin &..., Dodd-Frank margin rules, Waterfall and Agile..., Project Planning, Onshore/offshore..., Front, Middle, and Back..., Test Planning, Electronic Trading, Process Improvement, Program Management, Financial Services, Test Strategy, Project Management, Investment Banking, Relationship Management, Data Analysis, Systems Analysis, Regression Testing, Functional Testing, Test Automation, Financial Analysis, Financial Risk..., Regulatory Reporting, Test Metrics Reporting
Education
New York University 1981 — 1986
MS, Computer Science
Columbia Engineering 1978 — 1980
BS, Computer Science
Sam Siegel's Morgan Stanley Experience January 2011 - October 2012
Job Compliance at Luminant
Industry Utilities
Experience
Luminant June 2015 - Present
JPMorgan Chase October 2012 - June 2015
Morgan Stanley January 2011 - October 2012
Beirne, Maynard & Parsons, LLP September 2010 - December 2010
Jones Day September 2008 - September 2010
Skills
Compliance, Drafting Policies, Legal Compliance, Legal Research, Legal Writing, Corporate Governance, Securities Regulation, Due Diligence, Corporate Finance, Corporate Law, Civil Litigation, Legal Procedures, Litigation, Project Management
Education
Columbia University School of Law 2005 — 2008
Doctor of Law (J.D.), Law
The University of Texas at Austin 2001 — 2005
BA, Plan II and History
Luminant June 2015 - Present
JPMorgan Chase October 2012 - June 2015
Morgan Stanley January 2011 - October 2012
Beirne, Maynard & Parsons, LLP September 2010 - December 2010
Jones Day September 2008 - September 2010
Skills
Compliance, Drafting Policies, Legal Compliance, Legal Research, Legal Writing, Corporate Governance, Securities Regulation, Due Diligence, Corporate Finance, Corporate Law, Civil Litigation, Legal Procedures, Litigation, Project Management
Education
Columbia University School of Law 2005 — 2008
Doctor of Law (J.D.), Law
The University of Texas at Austin 2001 — 2005
BA, Plan II and History
Ehud Gelblum's Morgan Stanley Experience October 2009 - Present
Job Managing Director and Head of US Tech Research at Citi
Industry Investment Banking
Experience
Citi November 2013 - Present
Morgan Stanley October 2009 - Present
JPMorgan Chase June 2002 - October 2009
Andor Capital Management May 2001 - May 2002
Credit Suisse First Boston November 1999 - May 2001
Merrill Lynch May 1998 - November 1999
AT&T June 1993 - May 1998
Skills
Hedge Funds, Equities, Capital Markets, Valuation, Securities, Investments, Financial Markets, Financial Modeling, Equity Research, Due Diligence, Alternative Investments, Asset Management, Bloomberg, Corporate Development, Executive Management, Investment Banking, Private Equity, Venture Capital, Portfolio Management
Education
Columbia Engineering 1992 — 1997
Ph.D., Electrical Engineering
University of Pennsylvania - The Wharton School 1986 — 1990
BSE x 2, Electrical Engineering, Finance
Citi November 2013 - Present
Morgan Stanley October 2009 - Present
JPMorgan Chase June 2002 - October 2009
Andor Capital Management May 2001 - May 2002
Credit Suisse First Boston November 1999 - May 2001
Merrill Lynch May 1998 - November 1999
AT&T June 1993 - May 1998
Skills
Hedge Funds, Equities, Capital Markets, Valuation, Securities, Investments, Financial Markets, Financial Modeling, Equity Research, Due Diligence, Alternative Investments, Asset Management, Bloomberg, Corporate Development, Executive Management, Investment Banking, Private Equity, Venture Capital, Portfolio Management
Education
Columbia Engineering 1992 — 1997
Ph.D., Electrical Engineering
University of Pennsylvania - The Wharton School 1986 — 1990
BSE x 2, Electrical Engineering, Finance
Aaron Page's Morgan Stanley Experience November 2011 - Present
Job Attorney
Industry Law Practice
Experience
Morgan Stanley November 2011 - Present
Davis Polk & Wardwell September 2006 - November 2011
Second Circuit 2005 - 2006
Education
Columbia Law School 2003 — 2006
JD, Law
Cornell University 1999 — 2003
BS, Labor Relations, Economics
Morgan Stanley November 2011 - Present
Davis Polk & Wardwell September 2006 - November 2011
Second Circuit 2005 - 2006
Education
Columbia Law School 2003 — 2006
JD, Law
Cornell University 1999 — 2003
BS, Labor Relations, Economics
Conrad Ho's Morgan Stanley Experience June 2009 - August 2009
Job PM at COHO Asset Management
Industry Financial Services
Experience
COHO Asset Management January 2012 - Present
Goldman Sachs 2011 - 2011
Hermes Capital Advisors 2009 - 2011
Morgan Stanley June 2009 - August 2009
Goldman Sachs June 2007 - August 2007
Skills
Valuation, Equities, Investment Banking, Fixed Income, Capital Markets, Financial Modeling, Portfolio Management, Asset Managment, Bloomberg, Investments, Corporate Finance, Hedge Funds, VBA, Financial Analysis, Derivatives, Trading, Alternative Investments, Bloomberg Terminal, Equity Research
Education
Columbia Engineering 2007 — 2011
Columbia University in the City of New York 2007 — 2011
Upper Canada College
COHO Asset Management January 2012 - Present
Goldman Sachs 2011 - 2011
Hermes Capital Advisors 2009 - 2011
Morgan Stanley June 2009 - August 2009
Goldman Sachs June 2007 - August 2007
Skills
Valuation, Equities, Investment Banking, Fixed Income, Capital Markets, Financial Modeling, Portfolio Management, Asset Managment, Bloomberg, Investments, Corporate Finance, Hedge Funds, VBA, Financial Analysis, Derivatives, Trading, Alternative Investments, Bloomberg Terminal, Equity Research
Education
Columbia Engineering 2007 — 2011
Columbia University in the City of New York 2007 — 2011
Upper Canada College
Philip Khinda's Morgan Stanley Experience 1987 - 1989
Job Chair, Ethics and Investigations Subcommittee, ABA Corporate Governance Committeee
Industry Law Practice
Experience
ABA Corporate Governance Committee 2014 - Present
Steptoe & Johnson LLP 2008 - Present
Ethics and Investigations Subcommitee, ABA Corporate Governance Committee 2008 - Present
Georgetown University 1999 - Present
US Securities and Exchange Commission 1992 - 1996
Morgan Stanley 1987 - 1989
Education
Columbia Law School 1989 — 1992
jd
Columbia University in the City of New York 1982 — 1986
ba, political science
Stuyvesant High School 1978 — 1982
ABA Corporate Governance Committee 2014 - Present
Steptoe & Johnson LLP 2008 - Present
Ethics and Investigations Subcommitee, ABA Corporate Governance Committee 2008 - Present
Georgetown University 1999 - Present
US Securities and Exchange Commission 1992 - 1996
Morgan Stanley 1987 - 1989
Education
Columbia Law School 1989 — 1992
jd
Columbia University in the City of New York 1982 — 1986
ba, political science
Stuyvesant High School 1978 — 1982
Jeff Slocum's Morgan Stanley Experience June 2003 - Present
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley June 2003 - Present
Goldman Sachs September 1993 - October 2002
Education
Columbia Engineering 1989 — 1993
B.S., Industrial Engineering
Morgan Stanley June 2003 - Present
Goldman Sachs September 1993 - October 2002
Education
Columbia Engineering 1989 — 1993
B.S., Industrial Engineering
Clifton Liu's Morgan Stanley Experience February 2005 - February 2006
Job RAD team/Quant model infrastructure team Lead for the Equity Derivatives Technology
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Barclays Capital September 2008 - September 2014
Lehman Brothers February 2007 - September 2008
JP Morgan Chase February 2006 - February 2007
Morgan Stanley February 2005 - February 2006
Lehman Brothers August 2002 - February 2005
Crosslinks Systems, Inc. April 2000 - January 2002
INVESCO May 1998 - April 2000
Bloomberg September 1996 - April 1998
Skills
Fixed Income, Trading Systems, Electronic Trading, Derivatives, Equity Derivatives, Risk Management, Trading, Quantitative Analytics, Market Data, Investment Banking, Credit Derivatives, Equities, Market Risk, Portfolio Management, Middle Office, Financial Risk
Education
Willmot/7City 2013 — 2014
Certificate in Quant Finance, CQF, Financial Derivatives Theory/Practices
Columbia University - Fu Foundation School of Engineering and Applied Science
M. Phil, Applied Physics
Polytechnic University
BS, Electrical Engineering, Physics
Wells Fargo September 2014 - Present
Barclays Capital September 2008 - September 2014
Lehman Brothers February 2007 - September 2008
JP Morgan Chase February 2006 - February 2007
Morgan Stanley February 2005 - February 2006
Lehman Brothers August 2002 - February 2005
Crosslinks Systems, Inc. April 2000 - January 2002
INVESCO May 1998 - April 2000
Bloomberg September 1996 - April 1998
Skills
Fixed Income, Trading Systems, Electronic Trading, Derivatives, Equity Derivatives, Risk Management, Trading, Quantitative Analytics, Market Data, Investment Banking, Credit Derivatives, Equities, Market Risk, Portfolio Management, Middle Office, Financial Risk
Education
Willmot/7City 2013 — 2014
Certificate in Quant Finance, CQF, Financial Derivatives Theory/Practices
Columbia University - Fu Foundation School of Engineering and Applied Science
M. Phil, Applied Physics
Polytechnic University
BS, Electrical Engineering, Physics
Frank Del Campo's Morgan Stanley Experience ConsultantBrown Brothers Harriman2004 - 2006
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley ConsultantBrown Brothers Harriman2004 - 2006
Alcatel-Lucent 1993 - 2001
Data General 1987 - 1988
Skills
Equities, Capital Markets, SDLC, Vendor Management, Risk Management, Securities, Investment Banking, Business Intelligence, Fixed Income, Trading Systems, Banking, Business Analysis, Financial Services, Portfolio Management, Hedge Funds
Education
Rutgers University School of Law - Newark 2004 — 2008
J.D.
Columbia Engineering 1985 — 1987
M.S., Computer Science
Columbia University in the City of New York
M.A., Sociology
Columbia University in the City of New York
B.A., Sociology
Morgan Stanley ConsultantBrown Brothers Harriman2004 - 2006
Alcatel-Lucent 1993 - 2001
Data General 1987 - 1988
Skills
Equities, Capital Markets, SDLC, Vendor Management, Risk Management, Securities, Investment Banking, Business Intelligence, Fixed Income, Trading Systems, Banking, Business Analysis, Financial Services, Portfolio Management, Hedge Funds
Education
Rutgers University School of Law - Newark 2004 — 2008
J.D.
Columbia Engineering 1985 — 1987
M.S., Computer Science
Columbia University in the City of New York
M.A., Sociology
Columbia University in the City of New York
B.A., Sociology
Mark Leeds's Morgan Stanley Experience September 2006 - October 2007
Job Quantitative Analyst Statistical Consultant
Industry Financial Services
Experience
Statematics March 2009 - Present
Hite Capital October 2007 - March 2009
Morgan Stanley September 2006 - October 2007
Skills
R, Time Series Analysis, Statistics, Statistical Modeling, Predictive Modeling, Econometrics, Data Analysis, Data Mining, Quantitative Finance, Quantitative Analysis, LaTeX, Analytics, C++, Quantitative Analytics, Predictive Analytics, Quantitative Investing
Education
Penn State University 1995 — 2000
Ph.D, statistics
R.P.I 1988 — 1990
M.S, Operations Research
Columbia Engineering 1986 — 1988
B.S., Operations Research
University of Virginia 1984 — 1986
Engineering
Statematics March 2009 - Present
Hite Capital October 2007 - March 2009
Morgan Stanley September 2006 - October 2007
Skills
R, Time Series Analysis, Statistics, Statistical Modeling, Predictive Modeling, Econometrics, Data Analysis, Data Mining, Quantitative Finance, Quantitative Analysis, LaTeX, Analytics, C++, Quantitative Analytics, Predictive Analytics, Quantitative Investing
Education
Penn State University 1995 — 2000
Ph.D, statistics
R.P.I 1988 — 1990
M.S, Operations Research
Columbia Engineering 1986 — 1988
B.S., Operations Research
University of Virginia 1984 — 1986
Engineering
James Gerspach's Morgan Stanley Experience February 1996 - May 2008
Job Executive Director; Trading Manager; Financing and Market Products at JP Morgan
Industry Capital Markets
Experience
JP Morgan November 2008 - Present
Morgan Stanley February 1996 - May 2008
Goldman Sachs March 1993 - February 1996
Education
Columbia University - Columbia Business School 1990 — 1992
MBA
University of Notre Dame 1979 — 1983
BBA
JP Morgan November 2008 - Present
Morgan Stanley February 1996 - May 2008
Goldman Sachs March 1993 - February 1996
Education
Columbia University - Columbia Business School 1990 — 1992
MBA
University of Notre Dame 1979 — 1983
BBA
Sahil Kochar's Morgan Stanley Experience March 2014 - August 2014
Job Director, Valuation Methodology,RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2014 - Present
Morgan Stanley March 2014 - August 2014
Morgan Stanley November 2008 - February 2014
Lehman Brothers August 2006 - November 2008
Skills
Fixed Income, Valuation, Derivatives, Capital Markets, Investment Banking, Structured Products, Financial Modeling, Equities, Credit Derivatives, Hedge Funds, Options, Bloomberg, Quantitative Finance, Interest Rate..., Market Risk
Education
Columbia Engineering 2005 — 2006
Masters, Financial Engg.
Indian Institute of Technology, Delhi 2001 — 2005
Bachelors, Mechanical Engg.
RBC Capital Markets August 2014 - Present
Morgan Stanley March 2014 - August 2014
Morgan Stanley November 2008 - February 2014
Lehman Brothers August 2006 - November 2008
Skills
Fixed Income, Valuation, Derivatives, Capital Markets, Investment Banking, Structured Products, Financial Modeling, Equities, Credit Derivatives, Hedge Funds, Options, Bloomberg, Quantitative Finance, Interest Rate..., Market Risk
Education
Columbia Engineering 2005 — 2006
Masters, Financial Engg.
Indian Institute of Technology, Delhi 2001 — 2005
Bachelors, Mechanical Engg.
Jeffrey Lipton's Morgan Stanley Experience 2000 - 2003
Job Managing Director MUFG, Bank of TokyoMitsubishi UFJ
Industry Investment Banking
Experience
Bank of Tokyo-Mitsubishi UFJ June 2014 - Present
Canaccord Genuity Inc. 2011 - April 2012
Jefferies & Company September 2003 - May 2011
Morgan Stanley 2000 - 2003
Skills
Private Equity, Energy, Alternative Energy, Clean Technology, Investment Banking, Corporate Development, Renewable Energy, Cleantech, Venture Capital, Start-ups, Private Placements, Investor Relations, Valuation, Emerging Markets, LBO, Mergers & Acquisitions, Due Diligence, M&A experience, Corporate Finance
Education
Columbia Business School 1994 — 1995
MBA, Finance
Columbia Law School 1991 — 1995
JD
University of Pennsylvania 1984 — 1988
B.S and B.A., Economics and Environmental Studies
Bank of Tokyo-Mitsubishi UFJ June 2014 - Present
Canaccord Genuity Inc. 2011 - April 2012
Jefferies & Company September 2003 - May 2011
Morgan Stanley 2000 - 2003
Skills
Private Equity, Energy, Alternative Energy, Clean Technology, Investment Banking, Corporate Development, Renewable Energy, Cleantech, Venture Capital, Start-ups, Private Placements, Investor Relations, Valuation, Emerging Markets, LBO, Mergers & Acquisitions, Due Diligence, M&A experience, Corporate Finance
Education
Columbia Business School 1994 — 1995
MBA, Finance
Columbia Law School 1991 — 1995
JD
University of Pennsylvania 1984 — 1988
B.S and B.A., Economics and Environmental Studies
Bill Hohauser's Morgan Stanley Experience 1987 - Present
Job Executive Director, Morgan Stanley Smith Barney
Industry Financial Services
Experience
Citi Group Executive DirectorMorgan Stanley Smith Barney1987 - Present
Morgan Stanley 1987 - Present
Skills
Securities, Litigation, Alternative Investments, Legal Research, FINRA, Legal Writing, Employment Law, Capital Markets, Securities Regulation, Mutual Funds, Fixed Income, Commercial Litigation, Corporate Law, Mediation, Corporate Governance, Series 7, Hedge Funds, Equities, Asset Management, Arbitration, Due Diligence, Civil Litigation, Derivatives, Securities Litigation, Financial Services, Licensing, AML, Client Representation, Estate Planning, Series 24, Private Equity
Education
Columbia Law School 1981 — 1984
J.D., Law
Citi Group Executive DirectorMorgan Stanley Smith Barney1987 - Present
Morgan Stanley 1987 - Present
Skills
Securities, Litigation, Alternative Investments, Legal Research, FINRA, Legal Writing, Employment Law, Capital Markets, Securities Regulation, Mutual Funds, Fixed Income, Commercial Litigation, Corporate Law, Mediation, Corporate Governance, Series 7, Hedge Funds, Equities, Asset Management, Arbitration, Due Diligence, Civil Litigation, Derivatives, Securities Litigation, Financial Services, Licensing, AML, Client Representation, Estate Planning, Series 24, Private Equity
Education
Columbia Law School 1981 — 1984
J.D., Law
Andrew Baehr, CFA's Morgan Stanley Experience May 2006 - August 2007
Job Equity Derivatives Investor Solutions at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2014 - Present
Goodwill Industries of Greater New York and Northern New Jersey March 2008 - Present
baehrmarkets April 2011 - December 2013
BNP Paribas August 2007 - April 2011
Morgan Stanley May 2006 - August 2007
Deustche Bank June 1999 - February 2006
Bankers Trust February 1998 - June 1999
PARIBAS June 1996 - February 1998
Skills
Equity Derivatives, Options, Hedge Funds, Volatility, Hedging, Asset Allocation, Volatility Arbitrage, Derivatives, Structured Products, Equities, Alternative Investments, Financial Markets, Swaps, Annuities, Portfolio Management, Investment Banking, Emerging Markets, Equity Trading, Bonds, Fixed Annuities, Capital Markets, Financial Structuring, Risk Management, Securities, Investment Strategies, Commodity, Asset Management, ETFs, Finance, Investment Management, Structured Finance, Banking, Quantitative Analytics, Valuation, Series 63, Investments, Trading, Bloomberg, Equity Research, FX Options, Mutual Funds, Electronic Trading, Funding, Investment Advisory
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Columbia University in the City of New York 1985 — 1989
BA, Psychology
Credit Suisse January 2014 - Present
Goodwill Industries of Greater New York and Northern New Jersey March 2008 - Present
baehrmarkets April 2011 - December 2013
BNP Paribas August 2007 - April 2011
Morgan Stanley May 2006 - August 2007
Deustche Bank June 1999 - February 2006
Bankers Trust February 1998 - June 1999
PARIBAS June 1996 - February 1998
Skills
Equity Derivatives, Options, Hedge Funds, Volatility, Hedging, Asset Allocation, Volatility Arbitrage, Derivatives, Structured Products, Equities, Alternative Investments, Financial Markets, Swaps, Annuities, Portfolio Management, Investment Banking, Emerging Markets, Equity Trading, Bonds, Fixed Annuities, Capital Markets, Financial Structuring, Risk Management, Securities, Investment Strategies, Commodity, Asset Management, ETFs, Finance, Investment Management, Structured Finance, Banking, Quantitative Analytics, Valuation, Series 63, Investments, Trading, Bloomberg, Equity Research, FX Options, Mutual Funds, Electronic Trading, Funding, Investment Advisory
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Columbia University in the City of New York 1985 — 1989
BA, Psychology
Victoria Pinsky's Morgan Stanley Experience July 2013 - Present
Job Tax Counsel at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley July 2013 - Present
Cleary Gottlieb Steen & Hamilton LLP October 2010 - June 2013
Inc. Magazine 2007 - 2007
Skills
Legal Research, Legal Writing, International Law, Tax Law, Tax, Legal Advice, Lexis, Legal Assistance, Courts, Corporate Governance, Research
Education
Columbia University School of Law 2007 — 2010
Juris Doctorate
Wesleyan University 2003 — 2007
BA, English and Russian Literature
DIS 2005 — 2005
Morgan Stanley July 2013 - Present
Cleary Gottlieb Steen & Hamilton LLP October 2010 - June 2013
Inc. Magazine 2007 - 2007
Skills
Legal Research, Legal Writing, International Law, Tax Law, Tax, Legal Advice, Lexis, Legal Assistance, Courts, Corporate Governance, Research
Education
Columbia University School of Law 2007 — 2010
Juris Doctorate
Wesleyan University 2003 — 2007
BA, English and Russian Literature
DIS 2005 — 2005
Emily Sharko's Morgan Stanley Experience June 2009 - Present
Job Counsel at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley June 2009 - Present
Citigroup March 2005 - June 2009
Willkie Farr & Gallagher LLP 2000 - March 2005
J. Walter Thompson 1994 - 1995
Education
Columbia Law School 1997 — 2000
JD
London School of Economics and Political Science 1996 — 1997
Diploma, Economics
University of Pennsylvania 1990 — 1994
BA, History
George School 1987 — 1990
Horace Greeley High School 1985 — 1987
Morgan Stanley June 2009 - Present
Citigroup March 2005 - June 2009
Willkie Farr & Gallagher LLP 2000 - March 2005
J. Walter Thompson 1994 - 1995
Education
Columbia Law School 1997 — 2000
JD
London School of Economics and Political Science 1996 — 1997
Diploma, Economics
University of Pennsylvania 1990 — 1994
BA, History
George School 1987 — 1990
Horace Greeley High School 1985 — 1987
Kentaro Takatomi's Morgan Stanley Experience January 2010 - Present
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2010 - Present
Morgan Stanley August 1998 - December 2009
Skills
Liquidity Risk, Fund Of Funds, Alternative Investments
Education
Columbia Engineering 1994 — 1998
Columbia University in the City of New York 1994 — 1998
Morgan Stanley January 2010 - Present
Morgan Stanley August 1998 - December 2009
Skills
Liquidity Risk, Fund Of Funds, Alternative Investments
Education
Columbia Engineering 1994 — 1998
Columbia University in the City of New York 1994 — 1998
Marianne Yen's Morgan Stanley Experience February 2005 - February 2014
Job Director at Alix Partners
Industry Financial Services
Experience
Alix Partners August 2015 - Present
Barclays Wealth and Investment Management March 2014 - July 2015
Morgan Stanley Wealth Management October 2012 - February 2014
Morgan Stanley February 2005 - February 2014
Herrick, Feinstein LLP September 2001 - February 2005
Leventhal Slade & Krantz January 1995 - August 2001
Hon. Morris E. Lasker 1993 - 1994
Arnold & Porter February 1993 - August 1993
United States Attorney's Office 1990 - 1992
The Washington Post March 1987 - August 1989
Skills
Series 7, Registered Securities..., Series 24, Registered Securities..., Series 66, Uniform Combined State..., Securities
Education
Columbia University School of Law 1989 — 1993
J.D.
New York University 1980 — 1984
B.A., Journalism/East Asian Studies
Alix Partners August 2015 - Present
Barclays Wealth and Investment Management March 2014 - July 2015
Morgan Stanley Wealth Management October 2012 - February 2014
Morgan Stanley February 2005 - February 2014
Herrick, Feinstein LLP September 2001 - February 2005
Leventhal Slade & Krantz January 1995 - August 2001
Hon. Morris E. Lasker 1993 - 1994
Arnold & Porter February 1993 - August 1993
United States Attorney's Office 1990 - 1992
The Washington Post March 1987 - August 1989
Skills
Series 7, Registered Securities..., Series 24, Registered Securities..., Series 66, Uniform Combined State..., Securities
Education
Columbia University School of Law 1989 — 1993
J.D.
New York University 1980 — 1984
B.A., Journalism/East Asian Studies
Michael Depardieu's Morgan Stanley Experience
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Skills
Hedge Funds, Equities, Alternative Investments, Securities, Financial Services, Asset Management
Education
Columbia Engineering
BS MS, Industrial Engineering
New York University - Leonard N. Stern School of Business
MBA, Information Systems / Statistics
Morgan Stanley
Skills
Hedge Funds, Equities, Alternative Investments, Securities, Financial Services, Asset Management
Education
Columbia Engineering
BS MS, Industrial Engineering
New York University - Leonard N. Stern School of Business
MBA, Information Systems / Statistics
Daniel Kenna's Morgan Stanley Experience
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Prime Brokerage, Capital Markets, Electronic Trading
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science 1984 — 1986
BS, Industrial Engineering
Morgan Stanley
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Prime Brokerage, Capital Markets, Electronic Trading
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science 1984 — 1986
BS, Industrial 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
Steven Weinreich's Morgan Stanley Experience July 1996 - April 2001
Job Managing Director at GreensLedge Capital Markets
Industry Financial Services
Experience
GreensLedge Capital Markets March 2010 - Present
JP Morgan September 2004 - January 2009
Deutsche Bank Securities May 2001 - August 2004
Morgan Stanley July 1996 - April 2001
Education
Columbia Engineering 1992 — 1996
BS, Operations Research
GreensLedge Capital Markets March 2010 - Present
JP Morgan September 2004 - January 2009
Deutsche Bank Securities May 2001 - August 2004
Morgan Stanley July 1996 - April 2001
Education
Columbia Engineering 1992 — 1996
BS, Operations Research
Alice Hur's Morgan Stanley Experience April 2005 - March 2008
Job Equity Research Analyst
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2013 - January 2014
Mizuho Securities USA Inc. January 2011 - January 2012
Morgan Stanley April 2005 - March 2008
IBM Corporation 2000 - 2005
Skills
Equities, Equity Research, Industry Analysis, Financial Modeling, Bloomberg, Valuation, Research, Financial Analysis, Investments, Technology, Telecommunications, Technology Investing, Capital Markets, Corporate Development, Portfolio Management, Asset Management
Education
Columbia Engineering 1996 — 2000
BS, Industrial Engineering
Fort Lee High School 1992 — 1996
High School
Janney Montgomery Scott LLC March 2013 - January 2014
Mizuho Securities USA Inc. January 2011 - January 2012
Morgan Stanley April 2005 - March 2008
IBM Corporation 2000 - 2005
Skills
Equities, Equity Research, Industry Analysis, Financial Modeling, Bloomberg, Valuation, Research, Financial Analysis, Investments, Technology, Telecommunications, Technology Investing, Capital Markets, Corporate Development, Portfolio Management, Asset Management
Education
Columbia Engineering 1996 — 2000
BS, Industrial Engineering
Fort Lee High School 1992 — 1996
High School
Jatin Patel's Morgan Stanley Experience April 2006 - March 2009
Job at Magnetar Capital
Industry Financial Services
Experience
Magnetar Capital January 2014 - Present
West Face Capital Inc. July 2009 - Present
Morgan Stanley April 2006 - March 2009
Helios Partners Fund Management December 2004 - April 2006
Lazard Freres & Co. June 2003 - December 2004
Skills
Investments, Financial Modeling, Private Equity, Mergers & Acquisitions, Alternative Investments, Investment Banking, Capital Markets, Credit, Hedge Funds, Equities, Valuation, Corporate Finance
Education
Columbia Engineering 1999 — 2003
B.S.
Magnetar Capital January 2014 - Present
West Face Capital Inc. July 2009 - Present
Morgan Stanley April 2006 - March 2009
Helios Partners Fund Management December 2004 - April 2006
Lazard Freres & Co. June 2003 - December 2004
Skills
Investments, Financial Modeling, Private Equity, Mergers & Acquisitions, Alternative Investments, Investment Banking, Capital Markets, Credit, Hedge Funds, Equities, Valuation, Corporate Finance
Education
Columbia Engineering 1999 — 2003
B.S.
Robert Tung's Morgan Stanley Experience January 2000 - November 2001
Job Corporate Development & Strategy at Bloomberg LP
Industry Investment Banking
Experience
Bloomberg LP December 2014 - Present
Credit Suisse July 2012 - December 2014
Credit Suisse 2009 - July 2012
Credit Suisse October 2006 - December 2008
Citigroup July 2002 - October 2006
Morgan Stanley January 2000 - November 2001
Bear Stearns July 1999 - January 2000
AT&T June 1995 - July 1999
Skills
Valuation, Mergers & Acquisitions, Investment Banking, Mergers, Strategy, Private Equity, Corporate Finance, Capital Markets
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1995
MBA, Finance and MIS
Columbia Engineering 1988 — 1992
BS, Chemical Engineering
Bloomberg LP December 2014 - Present
Credit Suisse July 2012 - December 2014
Credit Suisse 2009 - July 2012
Credit Suisse October 2006 - December 2008
Citigroup July 2002 - October 2006
Morgan Stanley January 2000 - November 2001
Bear Stearns July 1999 - January 2000
AT&T June 1995 - July 1999
Skills
Valuation, Mergers & Acquisitions, Investment Banking, Mergers, Strategy, Private Equity, Corporate Finance, Capital Markets
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1995
MBA, Finance and MIS
Columbia Engineering 1988 — 1992
BS, Chemical Engineering
Sinan Xiao's Morgan Stanley Experience February 2010 - December 2013
Job Engineer/Developer/Programmer/IT guy
Industry Computer Software
Experience
Google December 2013 - Present
Morgan Stanley February 2010 - December 2013
Moon Capital June 2009 - September 2009
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2010
Master's Degree, Computer Science
Tsinghua University 2004 — 2008
Bachelor's Degree, Computer Science
Google December 2013 - Present
Morgan Stanley February 2010 - December 2013
Moon Capital June 2009 - September 2009
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2010
Master's Degree, Computer Science
Tsinghua University 2004 — 2008
Bachelor's Degree, Computer Science
Dale Montagna's Morgan Stanley Experience 1996 - 1999
Job Managing Director Auriga USA
Industry Financial Services
Experience
Auriga USA, LLC 2009 - Present
Credit Suisse 2006 - 2009
Fulcrum Global Partners 2005 - 2005
Oppenheimer 2004 - 2005
Morgan Stanley 1996 - 1999
DuPont 1989 - 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
University of Pennsylvania 1984 — 1988
BA, Chemistry
Auriga USA, LLC 2009 - Present
Credit Suisse 2006 - 2009
Fulcrum Global Partners 2005 - 2005
Oppenheimer 2004 - 2005
Morgan Stanley 1996 - 1999
DuPont 1989 - 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
University of Pennsylvania 1984 — 1988
BA, Chemistry
Paris Georgoudis's Morgan Stanley Experience June 2009 - August 2009
Job Associate at Citigroup Global Markets
Industry Investment Banking
Experience
Citigroup July 2011 - June 2014
Stanford University April 2008 - January 2012
Morgan Stanley June 2009 - August 2009
National Bank of Greece June 2007 - July 2007
Skills
Economics, Bloomberg, Data Analysis, Matlab, Financial Modeling, Econometrics, Statistics, Quantitative Finance, Research, R, Quantitative Analytics, Valuation, Venture Capital, Derivatives, Data Mining, Analysis, Corporate Finance, Fixed Income, Investment Banking, VBA, Trading, Mathematics, Leadership, Finance, Social Networking, Portfolio Management, Options
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
Master's, Financial Engineering
Stanford University 2006 — 2010
Bachelor, Honors Major Economics, Minor Management Science & Engineering
Athens College 1994 — 2006
Citigroup July 2011 - June 2014
Stanford University April 2008 - January 2012
Morgan Stanley June 2009 - August 2009
National Bank of Greece June 2007 - July 2007
Skills
Economics, Bloomberg, Data Analysis, Matlab, Financial Modeling, Econometrics, Statistics, Quantitative Finance, Research, R, Quantitative Analytics, Valuation, Venture Capital, Derivatives, Data Mining, Analysis, Corporate Finance, Fixed Income, Investment Banking, VBA, Trading, Mathematics, Leadership, Finance, Social Networking, Portfolio Management, Options
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
Master's, Financial Engineering
Stanford University 2006 — 2010
Bachelor, Honors Major Economics, Minor Management Science & Engineering
Athens College 1994 — 2006
Peter Heyward's Morgan Stanley Experience May 2010 - September 2012
Job Vice President and Corporate Counsel, Federal Regulation Prudential
Industry Financial Services
Experience
BNY Mellon September 2012 - April 2014
Morgan Stanley May 2010 - September 2012
Venable LLP 2001 - 2010
Jones Day 1989 - 2001
Board of Governors of the Federal Reserve System April 1986 - April 1989
Skills
Banking, Capital Markets, Corporate Governance, Corporate Law, Due Diligence, Financial Services, Management, Mergers, Securities, Securities Regulation, Legal Research
Education
Columbia Law School 1976 — 1979
J.D., law
Wesleyan University 1970 — 1974
B.A., History, Literature (major in Modern European History)
BNY Mellon September 2012 - April 2014
Morgan Stanley May 2010 - September 2012
Venable LLP 2001 - 2010
Jones Day 1989 - 2001
Board of Governors of the Federal Reserve System April 1986 - April 1989
Skills
Banking, Capital Markets, Corporate Governance, Corporate Law, Due Diligence, Financial Services, Management, Mergers, Securities, Securities Regulation, Legal Research
Education
Columbia Law School 1976 — 1979
J.D., law
Wesleyan University 1970 — 1974
B.A., History, Literature (major in Modern European History)
Vincent C. Lin, CFA's Morgan Stanley Experience January 2004 - July 2004
Job Prime Brokerage Sales Trading at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs April 2012 - Present
Goldman Sachs August 2004 - October 2012
Morgan Stanley January 2004 - July 2004
Skills
Financial Modeling, Equity Research, Equities, Investments, Business Strategy, Securities, Financial Analysis, Equity Valuation, Equity Derivatives, Due Diligence, Bloomberg, Technology Investment, IPO, Competitive Analysis, Industry Analysis, Financial Accounting, Emerging Technologies, Corporate Finance, Prime Brokerage, Securities Lending, Derivatives, Hedge Funds, Investment Strategies, Valuation, Capital Markets, Trading
Education
Columbia Engineering 2003 — 2004
MS, Operations Research
University of California, Los Angeles 1999 — 2002
BS, Electrical and Computer Engineering
Goldman Sachs April 2012 - Present
Goldman Sachs August 2004 - October 2012
Morgan Stanley January 2004 - July 2004
Skills
Financial Modeling, Equity Research, Equities, Investments, Business Strategy, Securities, Financial Analysis, Equity Valuation, Equity Derivatives, Due Diligence, Bloomberg, Technology Investment, IPO, Competitive Analysis, Industry Analysis, Financial Accounting, Emerging Technologies, Corporate Finance, Prime Brokerage, Securities Lending, Derivatives, Hedge Funds, Investment Strategies, Valuation, Capital Markets, Trading
Education
Columbia Engineering 2003 — 2004
MS, Operations Research
University of California, Los Angeles 1999 — 2002
BS, Electrical and Computer Engineering
James Tapper's Morgan Stanley Experience May 2007 - August 2007
Job Program Coordinator at Columbia University
Industry Legal Services
Experience
Fenwick and West May 2009 - Present
Columbia University September 2008 - Present
Barclays Capital May 2008 - August 2008
Morgan Stanley May 2007 - August 2007
Education
Columbia Law School 2008 — 2011
JD, Law
Columbia University in the City of New York 2004 — 2008
BA, Philosophy
Fenwick and West May 2009 - Present
Columbia University September 2008 - Present
Barclays Capital May 2008 - August 2008
Morgan Stanley May 2007 - August 2007
Education
Columbia Law School 2008 — 2011
JD, Law
Columbia University in the City of New York 2004 — 2008
BA, Philosophy
Larry Bromberg's Morgan Stanley Experience 2000 - Present
Job Intellectual Property Attorney at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2000 - Present
Morgan & Finnegan 1991 - 2000
Education
Columbia Law School 1989 — 1991
JD
Tufts University 1982 — 1986
BSEE
Morgan Stanley 2000 - Present
Morgan & Finnegan 1991 - 2000
Education
Columbia Law School 1989 — 1991
JD
Tufts University 1982 — 1986
BSEE
Alex Nwaka's Morgan Stanley Experience July 2008 - May 2011
Job Venture Capitalist at Touchdown Ventures
Industry Venture Capital & Private Equity
Experience
Touchdown Ventures April 2015 - Present
Harvard Business Publishing January 2015 - Present
GrantHer (GrantHer.com) September 2014 - Present
This. Media Co. March 2015 - July 2015
The Estée Lauder Companies Inc. May 2014 - February 2015
Opindom LLC June 2013 - June 2014
Virgin Management May 2012 - April 2013
UBS Investment Bank May 2011 - September 2011
Morgan Stanley July 2008 - May 2011
Morgan Stanley June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Commodity, Venture Capital, Corporate Finance, Financial Analysis, Corporate Development, Mergers & Acquisitions, Hedge Funds, Investments, Due Diligence, Derivatives, Capital Markets, Fixed Income, Microsoft Excel, Equity Research, Bloomberg, Equities, Portfolio Management
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Management / Venture Capital and Private Equity Finance
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Economics, Finance
Touchdown Ventures April 2015 - Present
Harvard Business Publishing January 2015 - Present
GrantHer (GrantHer.com) September 2014 - Present
This. Media Co. March 2015 - July 2015
The Estée Lauder Companies Inc. May 2014 - February 2015
Opindom LLC June 2013 - June 2014
Virgin Management May 2012 - April 2013
UBS Investment Bank May 2011 - September 2011
Morgan Stanley July 2008 - May 2011
Morgan Stanley June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Commodity, Venture Capital, Corporate Finance, Financial Analysis, Corporate Development, Mergers & Acquisitions, Hedge Funds, Investments, Due Diligence, Derivatives, Capital Markets, Fixed Income, Microsoft Excel, Equity Research, Bloomberg, Equities, Portfolio Management
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Management / Venture Capital and Private Equity Finance
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Economics, Finance
Chintan Panchal's Morgan Stanley Experience August 2000 - Present
Job Vice President in Equities Derivatives IT at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2000 - Present
Skills
Equity Derivatives, Equities, Derivatives, Structured Products, Trading Systems, Risk Management, Options, Credit Derivatives, Market Risk, Prime Brokerage, SQL, Bloomberg, Trading, Capital Markets, Sybase
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1996 — 2000
BS, Computer Science
Morgan Stanley August 2000 - Present
Skills
Equity Derivatives, Equities, Derivatives, Structured Products, Trading Systems, Risk Management, Options, Credit Derivatives, Market Risk, Prime Brokerage, SQL, Bloomberg, Trading, Capital Markets, Sybase
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1996 — 2000
BS, Computer Science
Jo Backer Laird's Morgan Stanley Experience October 1987 - September 1997
Job Of Counsel at Patterson Belknap Webb & Tyler LLP
Industry Law Practice
Experience
Patterson Belknap Webb & Tyler LLP November 2008 - Present
Christie's September 1997 - March 2008
Morgan Stanley October 1987 - September 1997
Davis Polk & Wardwell LLP September 1980 - September 1987
Education
Columbia University School of Law 1976 — 1980
1980, Law
Woodrow Wilson School of Public and International Affairs, Princeton University 1976 — 1980
Master of Public Affairs, International Relations
Princeton University 1971 — 1975
AB, History
Patterson Belknap Webb & Tyler LLP November 2008 - Present
Christie's September 1997 - March 2008
Morgan Stanley October 1987 - September 1997
Davis Polk & Wardwell LLP September 1980 - September 1987
Education
Columbia University School of Law 1976 — 1980
1980, Law
Woodrow Wilson School of Public and International Affairs, Princeton University 1976 — 1980
Master of Public Affairs, International Relations
Princeton University 1971 — 1975
AB, History
Yining Sun's Morgan Stanley Experience September 2006 - November 2006
Job Financial Services Professional
Industry Financial Services
Experience
Yonge Capital July 2009 - Present
Merrill Lynch December 2007 - May 2008
Morgan Stanley September 2006 - November 2006
China International Capital Corporation Limited (CICC) July 2006 - July 2006
Education
Columbia Engineering 2007 — 2009
Financial Engineering
Columbia University in the City of New York 2007 — 2009
Master, Financial Engineering
Yonge Capital July 2009 - Present
Merrill Lynch December 2007 - May 2008
Morgan Stanley September 2006 - November 2006
China International Capital Corporation Limited (CICC) July 2006 - July 2006
Education
Columbia Engineering 2007 — 2009
Financial Engineering
Columbia University in the City of New York 2007 — 2009
Master, Financial Engineering
Edward Bossange's Morgan Stanley Experience January 2014 - Present
Job Solar Energy Technology, Project Development and Finance
Industry Mechanical or Industrial Engineering
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley May 2010 - January 2014
Columbia University January 2009 - May 2010
Engineers Without Borders August 2007 - August 2009
Quixotic Systems January 2008 - June 2009
Skills
Matlab, Labview, Renewable Energy, Physics, Solar Energy, Financial Modeling, Engineering, Project Management, Entrepreneurship, Data Analysis, Research, Energy
Education
Columbia Engineering 2008 — 2010
M.S., Mechanical Engineering- Energy Systems
Hamilton College 2002 — 2006
B.A., Mathematics
Morgan Stanley January 2014 - Present
Morgan Stanley May 2010 - January 2014
Columbia University January 2009 - May 2010
Engineers Without Borders August 2007 - August 2009
Quixotic Systems January 2008 - June 2009
Skills
Matlab, Labview, Renewable Energy, Physics, Solar Energy, Financial Modeling, Engineering, Project Management, Entrepreneurship, Data Analysis, Research, Energy
Education
Columbia Engineering 2008 — 2010
M.S., Mechanical Engineering- Energy Systems
Hamilton College 2002 — 2006
B.A., Mathematics
James Luan's Morgan Stanley Experience June 2015 - Present
Job Equity Research Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Barclays October 2013 - June 2015
Societe Generale July 2011 - October 2013
Education
Columbia Engineering 2007 — 2011
Morgan Stanley June 2015 - Present
Barclays October 2013 - June 2015
Societe Generale July 2011 - October 2013
Education
Columbia Engineering 2007 — 2011
Hai Ngo's Morgan Stanley Experience April 1996 - April 1997
Job Chief Information Security Officer at NYU Langone Medical Center
Industry Hospital & Health Care
Experience
NYU Langone Medical Center March 2004 - Present
Deutsche Bank - MaxBlue Americas June 2001 - December 2003
PaineWebber April 1997 - May 2000
Morgan Stanley April 1996 - April 1997
Salomon Brothers June 1993 - April 1996
Skills
Information Security, IT Strategy, Healthcare Information..., IT Management, Management, Program Management, Integration, Enterprise Architecture, HIPAA, Project Management, Information Technology, ITIL, Enterprise Software, Governance
Education
Columbia Engineering
MS, Telecommunication
Columbia Engineering
BS, Electrical Engineering
New York University - Leonard N. Stern School of Business
MBA, Management Consulting; Finance
NYU Langone Medical Center March 2004 - Present
Deutsche Bank - MaxBlue Americas June 2001 - December 2003
PaineWebber April 1997 - May 2000
Morgan Stanley April 1996 - April 1997
Salomon Brothers June 1993 - April 1996
Skills
Information Security, IT Strategy, Healthcare Information..., IT Management, Management, Program Management, Integration, Enterprise Architecture, HIPAA, Project Management, Information Technology, ITIL, Enterprise Software, Governance
Education
Columbia Engineering
MS, Telecommunication
Columbia Engineering
BS, Electrical Engineering
New York University - Leonard N. Stern School of Business
MBA, Management Consulting; Finance
Lisha Zhou's Morgan Stanley Experience December 2014 - Present
Job Risk Quant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
Merrill Lynch July 2012 - December 2014
State Street July 2010 - July 2012
PIRA Energy Group March 2010 - May 2010
QuantHouse June 2009 - September 2009
SUNY-Stony Brook University August 2006 - August 2008
Skills
Quantitative Analytics, Derivatives, Fixed Income, Bloomberg, Finance, Financial Modeling, R, VBA, Financial Services, Quantitative Finance, Equities, Data Mining, SAS, Data Analysis, Research, Statistics, Analytics, Time Series Analysis, Statistical Modeling, Monte Carlo Simulation
Education
Columbia Engineering 2008 — 2010
M.S., Operations Research
SUNY-Stony Brook University 2006 — 2008
M.S., Geosciences
Jilin University 2001 — 2006
B.S, Geographical Information System
Morgan Stanley December 2014 - Present
Merrill Lynch July 2012 - December 2014
State Street July 2010 - July 2012
PIRA Energy Group March 2010 - May 2010
QuantHouse June 2009 - September 2009
SUNY-Stony Brook University August 2006 - August 2008
Skills
Quantitative Analytics, Derivatives, Fixed Income, Bloomberg, Finance, Financial Modeling, R, VBA, Financial Services, Quantitative Finance, Equities, Data Mining, SAS, Data Analysis, Research, Statistics, Analytics, Time Series Analysis, Statistical Modeling, Monte Carlo Simulation
Education
Columbia Engineering 2008 — 2010
M.S., Operations Research
SUNY-Stony Brook University 2006 — 2008
M.S., Geosciences
Jilin University 2001 — 2006
B.S, Geographical Information System
Theo Karantzikos's Morgan Stanley Experience July 2006 - February 2014
Job Derivatives Trader at Northville Industries
Industry Financial Services
Experience
Northville Industries April 2014 - Present
Morgan Stanley July 2006 - February 2014
Skills
Trading, Derivatives, Market Making, Commodity Markets, Commodity Pricing, Proprietary Trading, Commodity Risk..., Fixed Income, Financial Modeling, Equities, Capital Markets
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2006
Master of Science (M.S.), Financial Engineering
University of Piraeus, Greece 2001 — 2005
Bachelor of Science (BS), Finance
Northville Industries April 2014 - Present
Morgan Stanley July 2006 - February 2014
Skills
Trading, Derivatives, Market Making, Commodity Markets, Commodity Pricing, Proprietary Trading, Commodity Risk..., Fixed Income, Financial Modeling, Equities, Capital Markets
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2006
Master of Science (M.S.), Financial Engineering
University of Piraeus, Greece 2001 — 2005
Bachelor of Science (BS), Finance
David Natter's Morgan Stanley Experience 2000 - 2010
Job Quantatative Strategist at BlueMountain Capital Management
Industry Financial Services
Experience
BlueMountain Capital Management April 2010 - Present
Morgan Stanley 2000 - 2010
JP Morgan 1992 - 2000
Entity Object Technology 1998 - 1998
Skills
Derivatives, Fixed Income, Trading Systems, Capital Markets, Equities, Structured Products, Hedge Funds, Credit Derivatives, Sybase, Interest Rate..., Alternative Investments, Prime Brokerage, Bloomberg, Trading, Bonds, Risk Management, Securities, Equity Derivatives, Management, Options, Unix
Education
University of Pennsylvania 1982 — 1987
BSE, Computer Engineering
Columbia Law School 1987 — 2000
JD, Law
International Christian University 1984 — 1985
OYR
BlueMountain Capital Management April 2010 - Present
Morgan Stanley 2000 - 2010
JP Morgan 1992 - 2000
Entity Object Technology 1998 - 1998
Skills
Derivatives, Fixed Income, Trading Systems, Capital Markets, Equities, Structured Products, Hedge Funds, Credit Derivatives, Sybase, Interest Rate..., Alternative Investments, Prime Brokerage, Bloomberg, Trading, Bonds, Risk Management, Securities, Equity Derivatives, Management, Options, Unix
Education
University of Pennsylvania 1982 — 1987
BSE, Computer Engineering
Columbia Law School 1987 — 2000
JD, Law
International Christian University 1984 — 1985
OYR
Tanay Tandon's Morgan Stanley Experience June 2011 - August 2011
Job Technology Developer at Goldman Sachs
Industry Computer Software
Experience
NA January 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney February 2012 - December 2012
Columbia University August 2011 - December 2011
Columbia University September 2010 - December 2011
Morgan Stanley June 2011 - August 2011
Columbia University January 2011 - May 2011
IBM Global Services September 2007 - July 2010
IBM Global Business Services September 2007 - June 2009
IBM Global Services January 2007 - May 2007
Skills
Java, Perl, Shell Scripting, Unix, NetBeans, JavaScript, Databases, Linux, Microsoft SQL Server, Oracle, AJAX, PL/SQL
Education
Columbia Engineering 2010 — 2011
Master of Science, System Software
M.S.Ramaiah Institute of Technology 2003 — 2007
Bachelor of Engineering, Information Science and Engineering
Visvesvaraya Technological University 2003 — 2007
Bachelor of Engineering, Information Science & Engineering
Methodist High School
NA January 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney February 2012 - December 2012
Columbia University August 2011 - December 2011
Columbia University September 2010 - December 2011
Morgan Stanley June 2011 - August 2011
Columbia University January 2011 - May 2011
IBM Global Services September 2007 - July 2010
IBM Global Business Services September 2007 - June 2009
IBM Global Services January 2007 - May 2007
Skills
Java, Perl, Shell Scripting, Unix, NetBeans, JavaScript, Databases, Linux, Microsoft SQL Server, Oracle, AJAX, PL/SQL
Education
Columbia Engineering 2010 — 2011
Master of Science, System Software
M.S.Ramaiah Institute of Technology 2003 — 2007
Bachelor of Engineering, Information Science and Engineering
Visvesvaraya Technological University 2003 — 2007
Bachelor of Engineering, Information Science & Engineering
Methodist High School
Elaine He's Morgan Stanley Experience July 2008 - Present
Job Fixed Income at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2008 - Present
Skills
Fixed Income, Bloomberg, Financial Modeling, Valuation, Structured Products, Interest Rate..., Financial Analysis, Equity Derivatives, Financial Markets, Capital IQ, Investment Banking, Portfolio Management
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
The University of Hong Kong 2004 — 2008
B.Eng
Fudan University 2003 — 2004
Shanghai high school 2000 — 2003
Morgan Stanley July 2008 - Present
Skills
Fixed Income, Bloomberg, Financial Modeling, Valuation, Structured Products, Interest Rate..., Financial Analysis, Equity Derivatives, Financial Markets, Capital IQ, Investment Banking, Portfolio Management
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
The University of Hong Kong 2004 — 2008
B.Eng
Fudan University 2003 — 2004
Shanghai high school 2000 — 2003
Nishant Kanakia's Morgan Stanley Experience June 2012 - August 2012
Job Columbia University, MS in Computer Science
Industry Computer Software
Experience
Goldman Sachs February 2013 - Present
Morgan Stanley June 2012 - August 2012
Ernst & Young June 2010 - June 2011
Skills
SQL, VBA, Java, Data Mining, C++, Business Analysis, Financial Modeling, Data Analysis, IT Audit, Valuation, C, C#, WPF, XAML, JavaScript, HTML, JSP, Git, Wireshark, Visio
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
MS, Computer Science
D.J.Sanghvi COE 2006 — 2010
Bachelor of Engineering (BE), Computer Software Engineering
D.G. Ruparel College 2004 — 2006
Junior College, Math, Science
Jamnabai Narsee School 2001 — 2004
High School
Goldman Sachs February 2013 - Present
Morgan Stanley June 2012 - August 2012
Ernst & Young June 2010 - June 2011
Skills
SQL, VBA, Java, Data Mining, C++, Business Analysis, Financial Modeling, Data Analysis, IT Audit, Valuation, C, C#, WPF, XAML, JavaScript, HTML, JSP, Git, Wireshark, Visio
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
MS, Computer Science
D.J.Sanghvi COE 2006 — 2010
Bachelor of Engineering (BE), Computer Software Engineering
D.G. Ruparel College 2004 — 2006
Junior College, Math, Science
Jamnabai Narsee School 2001 — 2004
High School
Cheronda Albury's Morgan Stanley Experience 2002 - 2003
Job Broker Dealer Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
FTI Consulting February 2007 - March 2010
Citigroup April 2006 - January 2007
UBS March 2004 - March 2006
Morgan Stanley 2002 - 2003
Sanford C. Bernstein February 1993 - February 2002
Education
Columbia Union College 1999 — 2001
Business Administration
Virginia State University 1989 — 1992
Business Administration
Merrill Lynch August 2010 - Present
FTI Consulting February 2007 - March 2010
Citigroup April 2006 - January 2007
UBS March 2004 - March 2006
Morgan Stanley 2002 - 2003
Sanford C. Bernstein February 1993 - February 2002
Education
Columbia Union College 1999 — 2001
Business Administration
Virginia State University 1989 — 1992
Business Administration
Emily Sharko's Morgan Stanley Experience June 2009 - October 2011
Job CAO, Blackstone Tactical Opportunities
Industry Financial Services
Experience
Park Hill Group (a division of The Blackstone Group) October 2011 - Present
Morgan Stanley June 2009 - October 2011
Citigroup March 2005 - June 2009
Willkie Farr & Gallagher LLP 2000 - 2005
J Walter thompson. 1994 - 1995
Education
Columbia Law School 1997 — 2000
JD
London School of Economics and Political Science 1996 — 1997
Diploma, Economics
University of Pennsylvania 1990 — 1994
BA, History
University of Pennsylvania 1990 — 1994
George School 1987 — 1990
Horace Greeley High School 1985 — 1986
Park Hill Group (a division of The Blackstone Group) October 2011 - Present
Morgan Stanley June 2009 - October 2011
Citigroup March 2005 - June 2009
Willkie Farr & Gallagher LLP 2000 - 2005
J Walter thompson. 1994 - 1995
Education
Columbia Law School 1997 — 2000
JD
London School of Economics and Political Science 1996 — 1997
Diploma, Economics
University of Pennsylvania 1990 — 1994
BA, History
University of Pennsylvania 1990 — 1994
George School 1987 — 1990
Horace Greeley High School 1985 — 1986
Chang Ge's Morgan Stanley Experience July 2012 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Standard & Poor's 2010 - 2012
Further Lane Securities 2009 - 2010
Citi 2009 - 2009
Skills
Fixed Income, Quantitative Analytics, Capital Markets, Derivatives, Bloomberg, Financial Modeling, Investment Banking, Valuation, Intex, Structured Finance, Credit Risk, Quantitative Finance, Hedge Funds, Structured Products, Equities, Portfolio Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2010
Master
Fudan University 2004 — 2008
Bachelor
Morgan Stanley July 2012 - Present
Standard & Poor's 2010 - 2012
Further Lane Securities 2009 - 2010
Citi 2009 - 2009
Skills
Fixed Income, Quantitative Analytics, Capital Markets, Derivatives, Bloomberg, Financial Modeling, Investment Banking, Valuation, Intex, Structured Finance, Credit Risk, Quantitative Finance, Hedge Funds, Structured Products, Equities, Portfolio Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2010
Master
Fudan University 2004 — 2008
Bachelor
Laurence Groot Bruinderink's Morgan Stanley Experience January 2011 - August 2013
Job
Industry Banking
Experience
Morgan Stanley January 2011 - August 2013
JP Morgan November 2009 - October 2010
J.P. Morgan June 2009 - September 2009
Deloitte July 2007 - August 2007
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2009
MS, Financial Engineering
Twente University 2004 — 2008
BS, Applied Mathematics
Morgan Stanley January 2011 - August 2013
JP Morgan November 2009 - October 2010
J.P. Morgan June 2009 - September 2009
Deloitte July 2007 - August 2007
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2009
MS, Financial Engineering
Twente University 2004 — 2008
BS, Applied Mathematics
Viral Gandhi's Morgan Stanley Experience August 2009 - February 2012
Job Associate Director at Willett Advisors
Industry Investment Management
Experience
Willett Advisors March 2012 - Present
Morgan Stanley August 2009 - February 2012
Morgan Stanley July 2004 - July 2006
Education
Columbia University School of Law 2006 — 2009
Williams College 2000 — 2004
Willett Advisors March 2012 - Present
Morgan Stanley August 2009 - February 2012
Morgan Stanley July 2004 - July 2006
Education
Columbia University School of Law 2006 — 2009
Williams College 2000 — 2004
Charles S. Wilson's Morgan Stanley Experience 2001 - April 2012
Job Division of Trading and Markets, US Securities and Exchange Commission
Industry Capital Markets
Experience
US Securities and Exchange Commission May 2013 - Present
Morgan Stanley 2001 - April 2012
Morgan Stanley 1997 - 2001
Dean Witter, Discover & Co. 1993 - 1997
Dean Witter, Discover & Co. 1989 - 1993
Skills
Capital Markets, Risk Management, Regulatory Submissions, Corporate Finance, Money Markets, Project Management, Interest Rate Risk..., FX Hedging, Liquidity Management, Bank Financing, Asset Liability..., Team Management, Capital Management, Spin-offs, Financial Planning, Financial Forecasting, Structured Finance, Money Market, ALM, Strategy, Finance, Treasury, Securitization, Securities, Strategic Financial..., Trading, Cash Management, Portfolio Management, Hedge Funds, Funding, Forecasting, Market Risk, Financial Risk, Currency, Interest Rate...
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, General
Rutgers University - Rutgers College
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
US Securities and Exchange Commission May 2013 - Present
Morgan Stanley 2001 - April 2012
Morgan Stanley 1997 - 2001
Dean Witter, Discover & Co. 1993 - 1997
Dean Witter, Discover & Co. 1989 - 1993
Skills
Capital Markets, Risk Management, Regulatory Submissions, Corporate Finance, Money Markets, Project Management, Interest Rate Risk..., FX Hedging, Liquidity Management, Bank Financing, Asset Liability..., Team Management, Capital Management, Spin-offs, Financial Planning, Financial Forecasting, Structured Finance, Money Market, ALM, Strategy, Finance, Treasury, Securitization, Securities, Strategic Financial..., Trading, Cash Management, Portfolio Management, Hedge Funds, Funding, Forecasting, Market Risk, Financial Risk, Currency, Interest Rate...
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, General
Rutgers University - Rutgers College
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
Nedi Telvi's Morgan Stanley Experience 1991 - 1993
Job VP Chief Procurement Officer at Time Inc.
Industry Financial Services
Experience
Time Inc. February 2014 - Present
AlixPartners May 2013 - January 2014
Ameriprise Financial Services, Inc. 2006 - 2013
Silver Oak Solutions 2003 - 2006
SBI Group Inc. 2000 - 2002
Mitchell Madison Group 1996 - 2000
Interbank 1993 - 1994
Morgan Stanley 1991 - 1993
Skills
Strategic Sourcing, Business Process..., Outsourcing, Procurement, Spend Analysis, Vendor Management, Business Transformation, Negotiation, Management Consulting, Strategy, Business Strategy, Cross-functional Team..., Financial Analysis, Acquisition Integration, Mergers & Acquisitions, Process Improvement, Project Management, Financial Services, E-procurement, Supply Chain Management, Offshoring, Operations Management, Supply Management, Finance, Change Management, Contract Negotiation, Global Sourcing, Ariba, Executive Management, Analytics, Procure-to-Pay, Training, eSourcing, RFP, Accounts Payable, Business Process..., Data Modeling, Operational Risk..., Risk Management, M&A analysis, Corporate Finance, Financial Modeling, Shared Services, Operational Excellence, Leadership, Government Procurement, Cross-border M&A, Foreign Exchange, FX trading
Education
Columbia Business School 1995 — 1996
Master of Business Administration (MBA), Finance, General
Columbia University - Fu Foundation School of Engineering and Applied Science 1994 — 1995
Master of Science (MS), Operations Research
Columbia University in the City of New York 1987 — 1991
Bachelor of Science (BS), Operations Research
Robert College 1981 — 1987
Time Inc. February 2014 - Present
AlixPartners May 2013 - January 2014
Ameriprise Financial Services, Inc. 2006 - 2013
Silver Oak Solutions 2003 - 2006
SBI Group Inc. 2000 - 2002
Mitchell Madison Group 1996 - 2000
Interbank 1993 - 1994
Morgan Stanley 1991 - 1993
Skills
Strategic Sourcing, Business Process..., Outsourcing, Procurement, Spend Analysis, Vendor Management, Business Transformation, Negotiation, Management Consulting, Strategy, Business Strategy, Cross-functional Team..., Financial Analysis, Acquisition Integration, Mergers & Acquisitions, Process Improvement, Project Management, Financial Services, E-procurement, Supply Chain Management, Offshoring, Operations Management, Supply Management, Finance, Change Management, Contract Negotiation, Global Sourcing, Ariba, Executive Management, Analytics, Procure-to-Pay, Training, eSourcing, RFP, Accounts Payable, Business Process..., Data Modeling, Operational Risk..., Risk Management, M&A analysis, Corporate Finance, Financial Modeling, Shared Services, Operational Excellence, Leadership, Government Procurement, Cross-border M&A, Foreign Exchange, FX trading
Education
Columbia Business School 1995 — 1996
Master of Business Administration (MBA), Finance, General
Columbia University - Fu Foundation School of Engineering and Applied Science 1994 — 1995
Master of Science (MS), Operations Research
Columbia University in the City of New York 1987 — 1991
Bachelor of Science (BS), Operations Research
Robert College 1981 — 1987
Michelle Wilke's Morgan Stanley Experience December 1998 - June 2006
Job Executive Director and Counsel at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2006 - Present
Morgan Stanley December 1998 - June 2006
Shearman & Sterling LLP September 1995 - December 1998
Skills
Securities Regulation, Securities Offerings, Fixed Income, Broker-Dealer, Broker-Dealer Compliance, Structured Products, Securitization, Trading, Institutional Investors, Wealth Management, Contract Negotiation, Equities
Education
Columbia University School of Law 1992 — 1995
Doctor of Law (JD)
University of Wisconsin-Madison
Bachelor of Science (B.S.), Molecular Biology
Morgan Stanley Wealth Management June 2006 - Present
Morgan Stanley December 1998 - June 2006
Shearman & Sterling LLP September 1995 - December 1998
Skills
Securities Regulation, Securities Offerings, Fixed Income, Broker-Dealer, Broker-Dealer Compliance, Structured Products, Securitization, Trading, Institutional Investors, Wealth Management, Contract Negotiation, Equities
Education
Columbia University School of Law 1992 — 1995
Doctor of Law (JD)
University of Wisconsin-Madison
Bachelor of Science (B.S.), Molecular Biology
William Wolff's Morgan Stanley Experience March 1978 - August 1983
Job Senior Advisor at Sagent Advisors,Inc
Industry Investment Banking
Experience
Sagent Advisors,Inc August 2011 - Present
Lykos Capital Management LLC January 2003 - December 2007
UBS Investment Bank March 2000 - March 2002
Lehman Brothers August 1983 - February 2000
Morgan Stanley March 1978 - August 1983
Salomon Brothers July 1971 - February 1978
Skills
Finance, Banking, Investments, Private Equity, Financial Institutions, Capital Markets, Valuation, Hedge Funds, Management
Education
Columbia University - Columbia Business School 1970 — 1971
Master of Business Administration (MBA), Finance, General
Columbia University School of Law 1967 — 1970
Doctor of Law (JD)
University of Michigan 1963 — 1967
Bachelor of Arts (B.A.), English Lit
Sagent Advisors,Inc August 2011 - Present
Lykos Capital Management LLC January 2003 - December 2007
UBS Investment Bank March 2000 - March 2002
Lehman Brothers August 1983 - February 2000
Morgan Stanley March 1978 - August 1983
Salomon Brothers July 1971 - February 1978
Skills
Finance, Banking, Investments, Private Equity, Financial Institutions, Capital Markets, Valuation, Hedge Funds, Management
Education
Columbia University - Columbia Business School 1970 — 1971
Master of Business Administration (MBA), Finance, General
Columbia University School of Law 1967 — 1970
Doctor of Law (JD)
University of Michigan 1963 — 1967
Bachelor of Arts (B.A.), English Lit
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS