Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Nadim Cheaib Nadim Cheaib's Morgan Stanley Experience 2012 - 2012
Job Senior Associate, Business Operations & Strategy (BizOps) at Google
Industry Internet
Experience
Google May 2015 - Present
Google September 2013 - April 2015
Morgan Stanley 2012 - 2012
Booz & Company 2008 - 2011
United Nations 2007 - 2007
Skills
Financial Modeling, Valuation, Management Consulting, Corporate Finance, Investment Banking, Private Equity, Due Diligence, Venture Capital, Business Strategy, Corporate Development, Emerging Markets, Capital Markets, Strategy, IT Strategy, Business Development, Product Management, Entrepreneurship, Strategic Consulting, Market Entry, Consulting, Start-ups, Acquisition Integration, Enterprise Software, Mergers & Acquisitions, Organizational Design, Business Transformation
Education
Columbia Business School 2011 — 2013
Master of Business Administration (M.B.A.)
American University of Beirut
Bachelor of Engineering, Computer & Communications Engineering
College Protestant Francais
French Baccalaureate, Summa Cum Laude specializing in Math
Google May 2015 - Present
Google September 2013 - April 2015
Morgan Stanley 2012 - 2012
Booz & Company 2008 - 2011
United Nations 2007 - 2007
Skills
Financial Modeling, Valuation, Management Consulting, Corporate Finance, Investment Banking, Private Equity, Due Diligence, Venture Capital, Business Strategy, Corporate Development, Emerging Markets, Capital Markets, Strategy, IT Strategy, Business Development, Product Management, Entrepreneurship, Strategic Consulting, Market Entry, Consulting, Start-ups, Acquisition Integration, Enterprise Software, Mergers & Acquisitions, Organizational Design, Business Transformation
Education
Columbia Business School 2011 — 2013
Master of Business Administration (M.B.A.)
American University of Beirut
Bachelor of Engineering, Computer & Communications Engineering
College Protestant Francais
French Baccalaureate, Summa Cum Laude specializing in Math
Carlos Hunt Carlos Hunt's Morgan Stanley Experience March 2005 - January 2006
Job Finance & Business Management Professional
Industry Management Consulting
Experience
Zimmerman Associates, Inc. August 2014 - Present
Cristo Consulting October 2013 - June 2014
Poble Mobile, S.L. October 2012 - October 2013
BSD Consulting February 2012 - June 2012
ICMA-RC September 2009 - September 2011
ICMA-RC April 2007 - September 2009
Prudential Financial April 2006 - April 2007
Morgan Stanley March 2005 - January 2006
Morgan Stanley August 2004 - March 2005
Skills
Mutual Funds, Sales, Stakeholder Engagement, Sustainability, Alternative Dispute..., Investments, Financial Services, Asset Managment, Risk Management, Wealth Management, Bloomberg, Business Strategy, Securities, Strategic Financial..., Strategy, Analysis, Due Diligence, Portfolio Management, Mergers & Acquisitions, Business Planning, Economics, Financial Reporting, Asset Management, Financial Analysis, Strategic Planning, Finance, Management
Education
American University - Kogod School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance
EAE Business School
Master of Business Administration (MBA), International Management
Universitat Politècnica de Catalunya
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Zimmerman Associates, Inc. August 2014 - Present
Cristo Consulting October 2013 - June 2014
Poble Mobile, S.L. October 2012 - October 2013
BSD Consulting February 2012 - June 2012
ICMA-RC September 2009 - September 2011
ICMA-RC April 2007 - September 2009
Prudential Financial April 2006 - April 2007
Morgan Stanley March 2005 - January 2006
Morgan Stanley August 2004 - March 2005
Skills
Mutual Funds, Sales, Stakeholder Engagement, Sustainability, Alternative Dispute..., Investments, Financial Services, Asset Managment, Risk Management, Wealth Management, Bloomberg, Business Strategy, Securities, Strategic Financial..., Strategy, Analysis, Due Diligence, Portfolio Management, Mergers & Acquisitions, Business Planning, Economics, Financial Reporting, Asset Management, Financial Analysis, Strategic Planning, Finance, Management
Education
American University - Kogod School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance
EAE Business School
Master of Business Administration (MBA), International Management
Universitat Politècnica de Catalunya
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Stephen Seelbach Stephen Seelbach's Morgan Stanley Experience January 2012 - February 2014
Job Chief of Staff at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners May 2014 - Present
Morgan Stanley January 2012 - February 2014
Morgan Stanley July 1999 - February 2014
Skills
Investment Banking, Capital Markets, Derivatives, Valuation, Bloomberg, Financial Modeling, Alternative Investments, Investments, Private Equity, Emerging Markets, Structured Products
Education
Amherst College 1995 — 1999
Bachelor's degree, International Relations and Affairs, Magna Cum Laude
Vista Equity Partners May 2014 - Present
Morgan Stanley January 2012 - February 2014
Morgan Stanley July 1999 - February 2014
Skills
Investment Banking, Capital Markets, Derivatives, Valuation, Bloomberg, Financial Modeling, Alternative Investments, Investments, Private Equity, Emerging Markets, Structured Products
Education
Amherst College 1995 — 1999
Bachelor's degree, International Relations and Affairs, Magna Cum Laude
Al Aguirre Al Aguirre's Morgan Stanley Experience 1994 - 1996
Job Chairman of the Board at Select Staffing
Industry Investment Management
Experience
Select Staffing May 2014 - Present
Central Pacific Bank (NYSE:CPF) 2011 - Present
Advanstar Communications 2011 - Present
Cygnus Business Media August 2009 - Present
Private Equity & Venture Backed Companies January 2000 - September 2008
Warburg Pincus 1996 - 2000
Morgan Stanley 1994 - 1996
Sullivan & Cromwell 1991 - 1994
Skills
Strategy, Finance, Management, Auditing, B2B, Mergers & Acquisitions, Private Equity, Business Strategy, Investments, Entrepreneurship, Executive Management, Capital Markets, Start-ups, Strategic Planning, Business Development, Corporate Finance
Education
American University Washington College of Law 1988 — 1991
JD, Law
University of Miami 1983 — 1988
BS, Biology/Chemistry
Select Staffing May 2014 - Present
Central Pacific Bank (NYSE:CPF) 2011 - Present
Advanstar Communications 2011 - Present
Cygnus Business Media August 2009 - Present
Private Equity & Venture Backed Companies January 2000 - September 2008
Warburg Pincus 1996 - 2000
Morgan Stanley 1994 - 1996
Sullivan & Cromwell 1991 - 1994
Skills
Strategy, Finance, Management, Auditing, B2B, Mergers & Acquisitions, Private Equity, Business Strategy, Investments, Entrepreneurship, Executive Management, Capital Markets, Start-ups, Strategic Planning, Business Development, Corporate Finance
Education
American University Washington College of Law 1988 — 1991
JD, Law
University of Miami 1983 — 1988
BS, Biology/Chemistry
Iva Todorova Iva Todorova's Morgan Stanley Experience June 2014 - Present
Job Credit Risk Analyst at Morgan Stanley
Industry International Affairs
Experience
Morgan Stanley June 2014 - Present
FAO June 2013 - September 2013
Procter & Gamble September 2011 - December 2011
Radio Aura September 2007 - May 2011
Manpower Bulgaria October 2010 - December 2010
Skills
Economics, Financial Analysis, English, Research, Microsoft Office, Analysis, International Relations, Market Research, Econometrics, Stata, Strategic Planning, Microsoft Excel, Teamwork, SPSS, Training, Project Planning, Excel, Microsoft Word, Finance, Policy, Financial Modeling, Credit Risk
Education
Central European University 2012 — 2014
Master of Arts (MA), Economic Policy in Global Markets
American University in Bulgaria 2007 — 2012
Bachelor of Arts, Economics (Hons); International Relations
University of Mannheim 2010 — 2010
Erasmus Exchange, Economics, Political Science
Foreign Language School 'Ekzarh Yosif I' Lovech 2002 — 2007
High School, English, German
Morgan Stanley June 2014 - Present
FAO June 2013 - September 2013
Procter & Gamble September 2011 - December 2011
Radio Aura September 2007 - May 2011
Manpower Bulgaria October 2010 - December 2010
Skills
Economics, Financial Analysis, English, Research, Microsoft Office, Analysis, International Relations, Market Research, Econometrics, Stata, Strategic Planning, Microsoft Excel, Teamwork, SPSS, Training, Project Planning, Excel, Microsoft Word, Finance, Policy, Financial Modeling, Credit Risk
Education
Central European University 2012 — 2014
Master of Arts (MA), Economic Policy in Global Markets
American University in Bulgaria 2007 — 2012
Bachelor of Arts, Economics (Hons); International Relations
University of Mannheim 2010 — 2010
Erasmus Exchange, Economics, Political Science
Foreign Language School 'Ekzarh Yosif I' Lovech 2002 — 2007
High School, English, German
Sami Boustany Sami Boustany's Morgan Stanley Experience January 2012 - Present
Job Vice President Global Wealth Management Capital Market Analyst
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley January 2008 - December 2011
Morgan Stanley June 2005 - December 2007
NYU Opportunity programs July 2004 - May 2005
NYU faculty of Economics January 2004 - May 2005
Electricity Ministry of Lebanon June 2003 - September 2003
Lebanese Central Bank June 2002 - September 2002
Merrill Lynch June 2001 - September 2001
Skills
Fixed Income, Series 7, Financial Modeling, Investments, Portfolio Management, Investment Banking, Valuation, Wealth Management, Financial Analysis, Capital Markets, Securities, Asset Management, Due Diligence, Banking, Finance
Education
New York University 2003 — 2005
M.A, Economics, 3.76
American University of Beirut 2000 — 2003
B.A, Economics, 3.7
Morgan Stanley January 2012 - Present
Morgan Stanley January 2008 - December 2011
Morgan Stanley June 2005 - December 2007
NYU Opportunity programs July 2004 - May 2005
NYU faculty of Economics January 2004 - May 2005
Electricity Ministry of Lebanon June 2003 - September 2003
Lebanese Central Bank June 2002 - September 2002
Merrill Lynch June 2001 - September 2001
Skills
Fixed Income, Series 7, Financial Modeling, Investments, Portfolio Management, Investment Banking, Valuation, Wealth Management, Financial Analysis, Capital Markets, Securities, Asset Management, Due Diligence, Banking, Finance
Education
New York University 2003 — 2005
M.A, Economics, 3.76
American University of Beirut 2000 — 2003
B.A, Economics, 3.7
Paul Servidio Paul Servidio's Morgan Stanley Experience May 2004 - June 2005
Job Executive Director, Fixed Income Sales
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2009 - Present
Morgan Stanley Wealth Management December 2005 - January 2009
Morgan Stanley Wealth Management June 2005 - December 2005
Morgan Stanley May 2004 - June 2005
Skills
Series 7, Series 63, Alternative Investments, Wealth Management, Structured Products, Series 65, Capital Markets, Fixed Income, Equities, Asset Allocation, Investment Strategies, ETFs, Wealth Management..., High Net Worth..., High Yield, Bonds
Education
American University 2002 — 2004
Bachelor of Arts, Economics
Morgan Stanley Wealth Management January 2009 - Present
Morgan Stanley Wealth Management December 2005 - January 2009
Morgan Stanley Wealth Management June 2005 - December 2005
Morgan Stanley May 2004 - June 2005
Skills
Series 7, Series 63, Alternative Investments, Wealth Management, Structured Products, Series 65, Capital Markets, Fixed Income, Equities, Asset Allocation, Investment Strategies, ETFs, Wealth Management..., High Net Worth..., High Yield, Bonds
Education
American University 2002 — 2004
Bachelor of Arts, Economics
Beth Jacobs Beth Jacobs's Morgan Stanley Experience 1986 - 1988
Job Managing Director Excellentia Global Partners
Industry Financial Services
Experience
Excellentia Global Partners October 2008 - Present
Laureate Education 1999 - 2003
ING Barings / Furman Selz 1992 - 2000
Lehman Brothers 1988 - 1988
Morgan Stanley 1986 - 1988
Prudential Securities 1982 - 1986
Skills
Investment Banking, Mergers, Venture Capital, Corporate Development, Mergers & Acquisitions, Executive Management, Funding, Business Analysis, Capital Raising, Investments, Capital Markets, Private Equity, Capital, Investor Relations, Business Strategy, Management, Due Diligence, Valuation, Business Development, Lifesciences, Emerging Markets, Start-ups, Equities, Corporate Finance, Growth Capital, Deal Sourcing, M&A experience, Private Placements, Acquisitions, LBO, Restructuring, Divestitures
Education
American University - Kogod School of Business 1981 — 1982
MBA, International
Boston College 1975 — 1979
Bachelor of Arts (B.A.) cum laude, Political Science and English (dual major)
Centre d'Etudes Internationale 1978 — 1978
Diplomacy
Excellentia Global Partners October 2008 - Present
Laureate Education 1999 - 2003
ING Barings / Furman Selz 1992 - 2000
Lehman Brothers 1988 - 1988
Morgan Stanley 1986 - 1988
Prudential Securities 1982 - 1986
Skills
Investment Banking, Mergers, Venture Capital, Corporate Development, Mergers & Acquisitions, Executive Management, Funding, Business Analysis, Capital Raising, Investments, Capital Markets, Private Equity, Capital, Investor Relations, Business Strategy, Management, Due Diligence, Valuation, Business Development, Lifesciences, Emerging Markets, Start-ups, Equities, Corporate Finance, Growth Capital, Deal Sourcing, M&A experience, Private Placements, Acquisitions, LBO, Restructuring, Divestitures
Education
American University - Kogod School of Business 1981 — 1982
MBA, International
Boston College 1975 — 1979
Bachelor of Arts (B.A.) cum laude, Political Science and English (dual major)
Centre d'Etudes Internationale 1978 — 1978
Diplomacy
Vince (Chinh) Bui Vince (Chinh) Bui's Morgan Stanley Experience June 2011 - August 2011
Job Chief Financial Officer at Bui Investment Group
Industry Financial Services
Experience
Bui Investment Group December 2013 - Present
FSIT Lab at American University September 2012 - Present
Sirius XM Radio Inc. June 2013 - September 2013
Xeon International January 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Community Tax Aid. Washington D.C January 2011 - May 2011
VIETNAM MULTIMEDIA CORPORATION May 2010 - August 2010
Skills
Bloomberg Terminal, Microsoft Office, English, Japanese, Vietnamese, Financial Modeling, DCF, Investment Banking, LBO, Due Diligence, Equity Research, Valuation, Stata, Thompson One, Corporate Finance, Bloomberg, Language Development, Business Valuation, Capital IQ, Equity Valuation, Mergers, Investments, Quantitative Analytics, Competitive Analysis, Mergers
Education
American University 2012 — 2013
Master's degree, Finance and Financial Management Services, Cum Laude
American University - Kogod School of Business 2010 — 2012
Bachelor of Science in Business Administration, Specialization in Finance, Cum Laude
Northern Virginia Community College 2007 — 2009
Associate Degree, Business Administration
Bui Investment Group December 2013 - Present
FSIT Lab at American University September 2012 - Present
Sirius XM Radio Inc. June 2013 - September 2013
Xeon International January 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Community Tax Aid. Washington D.C January 2011 - May 2011
VIETNAM MULTIMEDIA CORPORATION May 2010 - August 2010
Skills
Bloomberg Terminal, Microsoft Office, English, Japanese, Vietnamese, Financial Modeling, DCF, Investment Banking, LBO, Due Diligence, Equity Research, Valuation, Stata, Thompson One, Corporate Finance, Bloomberg, Language Development, Business Valuation, Capital IQ, Equity Valuation, Mergers, Investments, Quantitative Analytics, Competitive Analysis, Mergers
Education
American University 2012 — 2013
Master's degree, Finance and Financial Management Services, Cum Laude
American University - Kogod School of Business 2010 — 2012
Bachelor of Science in Business Administration, Specialization in Finance, Cum Laude
Northern Virginia Community College 2007 — 2009
Associate Degree, Business Administration
Jack Falvey Jack Falvey's Morgan Stanley Experience June 2015 - Present
Job Fixed Income Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
SFIA - Sports & Fitness Industry Association May 2013 - August 2013
Prospects Sports Training May 2011 - July 2011
Skills
Market Research, Public Speaking, Microsoft Office, Economics, Group Work, Writing, Communication, Psychology, Creative Problem Solving, Mathematics
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Psychology
Landon School 2005 — 2011
High School Diploma
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
SFIA - Sports & Fitness Industry Association May 2013 - August 2013
Prospects Sports Training May 2011 - July 2011
Skills
Market Research, Public Speaking, Microsoft Office, Economics, Group Work, Writing, Communication, Psychology, Creative Problem Solving, Mathematics
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Psychology
Landon School 2005 — 2011
High School Diploma
Farris Hassan's Morgan Stanley Experience June 2011 - October 2012
Job Hedge Fund Manager and Senior Research Analyst
Industry Investment Management
Experience
Farris Fund Management, LLC December 2012 - Present
Morgan Stanley June 2011 - October 2012
Morgan Stanley June 2010 - August 2010
Investment Club of Amherst College 2009 - 2010
Skills
Investment Strategies, Equity Research, Economics, Valuation, Financial Modeling, Forecasting, Report Writing, Data Analysis, Public Speaking, Songwriting, Teamwork, Emerging Markets, Capital Markets, Hedge Funds, DCF, Equities, Investments, Portfolio Management, Asset Management, Trading
Education
Amherst College 2007 — 2011
Bachelor of Arts, Economics, Philosophy, and Politics
Pine Crest School 2003 — 2007
Farris Fund Management, LLC December 2012 - Present
Morgan Stanley June 2011 - October 2012
Morgan Stanley June 2010 - August 2010
Investment Club of Amherst College 2009 - 2010
Skills
Investment Strategies, Equity Research, Economics, Valuation, Financial Modeling, Forecasting, Report Writing, Data Analysis, Public Speaking, Songwriting, Teamwork, Emerging Markets, Capital Markets, Hedge Funds, DCF, Equities, Investments, Portfolio Management, Asset Management, Trading
Education
Amherst College 2007 — 2011
Bachelor of Arts, Economics, Philosophy, and Politics
Pine Crest School 2003 — 2007
Peter Kasimis Peter Kasimis's Morgan Stanley Experience September 2007 - May 2010
Job Retail Analyst at Related Companies
Industry Financial Services
Experience
Related Companies October 2013 - Present
Express Scripts July 2011 - October 2013
Blackpoint Partners LLC May 2010 - May 2011
Morgan Stanley September 2007 - May 2010
Turner Construction Company June 2007 - September 2007
Delta Associates May 2006 - May 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Asset Management, Excel, Financial Reporting, Budgeting, PowerPoint, Accounting, Analysis, Due Diligence, Research, Microsoft Office, Word, Access, Real Estate, Mergers, Investments, Equities, Forecasting, Private Equity, Bloomberg Terminal, Factset, Microsoft Word, Budgets, Microsoft Excel, Corporate Finance
Education
Fordham Gabelli School of Business 2010 — 2013
MBA, Finance, GPA - 3.77
American University - Kogod School of Business 2003 — 2007
BS, Finance, Real Estate, GPA - 3.42
Related Companies October 2013 - Present
Express Scripts July 2011 - October 2013
Blackpoint Partners LLC May 2010 - May 2011
Morgan Stanley September 2007 - May 2010
Turner Construction Company June 2007 - September 2007
Delta Associates May 2006 - May 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Asset Management, Excel, Financial Reporting, Budgeting, PowerPoint, Accounting, Analysis, Due Diligence, Research, Microsoft Office, Word, Access, Real Estate, Mergers, Investments, Equities, Forecasting, Private Equity, Bloomberg Terminal, Factset, Microsoft Word, Budgets, Microsoft Excel, Corporate Finance
Education
Fordham Gabelli School of Business 2010 — 2013
MBA, Finance, GPA - 3.77
American University - Kogod School of Business 2003 — 2007
BS, Finance, Real Estate, GPA - 3.42
Jason Matza's Morgan Stanley Experience February 2014 - Present
Job Wealth Management Technology Associate
Industry Information Technology and Services
Experience
Morgan Stanley February 2014 - Present
JPMorgan Chase June 2013 - August 2013
Neuberger Berman June 2012 - August 2012
GoldenTree Asset Management June 2012 - June 2012
GoldenTree Asset Management May 2011 - August 2011
GoldenTree Asset Management May 2010 - August 2010
GoldenTree Asset Management July 2009 - August 2009
JCC Maccabi April 2009 - June 2009
GoldenTree Asset Management July 2008 - August 2008
Skills
Databases, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Visio, Access, Project Management, HTML, Business Analysis, SharePoint, SnagIt, Analysis, SQL, Thompson One, Apple, iCal, iPhone, Outlook, Dreamweaver, Pivot Tables, Vlookup, Hlookups, Public Speaking, Social Media
Education
American University - Kogod School of Business 2009 — 2013
Bachelor of Science, Business Administration; Information Systems Technology
Scarsdale High School
High School
Morgan Stanley February 2014 - Present
JPMorgan Chase June 2013 - August 2013
Neuberger Berman June 2012 - August 2012
GoldenTree Asset Management June 2012 - June 2012
GoldenTree Asset Management May 2011 - August 2011
GoldenTree Asset Management May 2010 - August 2010
GoldenTree Asset Management July 2009 - August 2009
JCC Maccabi April 2009 - June 2009
GoldenTree Asset Management July 2008 - August 2008
Skills
Databases, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Visio, Access, Project Management, HTML, Business Analysis, SharePoint, SnagIt, Analysis, SQL, Thompson One, Apple, iCal, iPhone, Outlook, Dreamweaver, Pivot Tables, Vlookup, Hlookups, Public Speaking, Social Media
Education
American University - Kogod School of Business 2009 — 2013
Bachelor of Science, Business Administration; Information Systems Technology
Scarsdale High School
High School
Polina Kremer Polina Kremer's Morgan Stanley Experience June 2004 - August 2005
Job Senior Accounting Analyst at International Monetary Fund
Industry International Affairs
Experience
International Monetary Fund September 2010 - Present
Northrop Grumman Information Systems October 2009 - September 2010
National Journal Group - Atlantic Media Company, Inc. September 2009 - October 2009
Argy, Wiltse & Robinson, P.C. December 2008 - June 2009
Price Waterhouse Management Consultants June 2007 - August 2007
Wachovia Securities December 2005 - August 2006
Morgan Stanley June 2004 - August 2005
Skills
PeopleSoft, Microsoft Excel, SAP, Quicken, PowerPoint, Outlook, Accounting, Financial Reporting, Tax, Financial Analysis, Auditing, Financial Accounting, Account Reconciliation, General Ledger, QuickBooks, GAAP, Internal Controls, Sarbanes-Oxley Act, Tax Accounting, Income Tax, Analysis, Finance, Social Media, Invoicing, Forecasting, Financial Statements, Payroll, Accounts Receivable, Variance Analysis, Financial Modeling, Fixed Assets, Budgets, Due Diligence, Journal Entries, US GAAP, Managerial Finance, Corporate Tax, Sales Tax, Mergers & Acquisitions, Accounts Payable, Tax Returns, CPA, Internal Audit, Cash Flow, Corporate Finance, SEC filings, International Tax, Cost Accounting, Tax Preparation, Cash Management
Education
American University - Kogod School of Business 2007 — 2010
MSA, Accounting
American University - Kogod School of Business 2003 — 2006
BSBA, Accounting & Finance
International Monetary Fund September 2010 - Present
Northrop Grumman Information Systems October 2009 - September 2010
National Journal Group - Atlantic Media Company, Inc. September 2009 - October 2009
Argy, Wiltse & Robinson, P.C. December 2008 - June 2009
Price Waterhouse Management Consultants June 2007 - August 2007
Wachovia Securities December 2005 - August 2006
Morgan Stanley June 2004 - August 2005
Skills
PeopleSoft, Microsoft Excel, SAP, Quicken, PowerPoint, Outlook, Accounting, Financial Reporting, Tax, Financial Analysis, Auditing, Financial Accounting, Account Reconciliation, General Ledger, QuickBooks, GAAP, Internal Controls, Sarbanes-Oxley Act, Tax Accounting, Income Tax, Analysis, Finance, Social Media, Invoicing, Forecasting, Financial Statements, Payroll, Accounts Receivable, Variance Analysis, Financial Modeling, Fixed Assets, Budgets, Due Diligence, Journal Entries, US GAAP, Managerial Finance, Corporate Tax, Sales Tax, Mergers & Acquisitions, Accounts Payable, Tax Returns, CPA, Internal Audit, Cash Flow, Corporate Finance, SEC filings, International Tax, Cost Accounting, Tax Preparation, Cash Management
Education
American University - Kogod School of Business 2007 — 2010
MSA, Accounting
American University - Kogod School of Business 2003 — 2006
BSBA, Accounting & Finance
Tom Rush Tom Rush's Morgan Stanley Experience May 1994 - December 1999
Job Wealth Advisor at Yuma Investment Group Wealth Management LPL Financial
Industry Financial Services
Experience
Yuma Investment Group September 2001 - Present
Merrill Lynch January 2000 - August 2001
Morgan Stanley May 1994 - December 1999
Skills
Wealth Management, Investments, Estate Planning, Investment Advisory, Securities, Retirement, Strategic Planning, FINRA, Mutual Funds, Wealth, 401k, Alternative Investments, Asset Allocation, Budgets, Business Planning, Small Business, Tax, Insurance, Financial Goals, Fixed Annuities, Finance, Life Insurance, Series 63, Investment Strategies, Pensions, Uniform Combined State..., IRAs, Series 6, Series 7, Customer Service, Personal Finance, Coaching, Financial Advisory, ETFs, Wealth Accumulation, Employee Benefits, Investment Management, Team Building, Public Speaking, Leadership, Marketing, Event Planning, Marketing Strategy
Education
Amherst College 1990 — 1994
Bachelor's degree, Economics
Yuma Investment Group September 2001 - Present
Merrill Lynch January 2000 - August 2001
Morgan Stanley May 1994 - December 1999
Skills
Wealth Management, Investments, Estate Planning, Investment Advisory, Securities, Retirement, Strategic Planning, FINRA, Mutual Funds, Wealth, 401k, Alternative Investments, Asset Allocation, Budgets, Business Planning, Small Business, Tax, Insurance, Financial Goals, Fixed Annuities, Finance, Life Insurance, Series 63, Investment Strategies, Pensions, Uniform Combined State..., IRAs, Series 6, Series 7, Customer Service, Personal Finance, Coaching, Financial Advisory, ETFs, Wealth Accumulation, Employee Benefits, Investment Management, Team Building, Public Speaking, Leadership, Marketing, Event Planning, Marketing Strategy
Education
Amherst College 1990 — 1994
Bachelor's degree, Economics
Hetal Oberoi Hetal Oberoi's Morgan Stanley Experience January 2010 - December 2011
Job Human Resources at Chase
Industry Financial Services
Experience
Chase January 2012 - Present
Morgan Stanley January 2010 - December 2011
Skills
Head Hunter, Tennis, Finance, Trading, Travel
Education
Amity Business School 2004 — 2010
MBA, Finance
St. Columbus High School 2000 — 2004
Chase January 2012 - Present
Morgan Stanley January 2010 - December 2011
Skills
Head Hunter, Tennis, Finance, Trading, Travel
Education
Amity Business School 2004 — 2010
MBA, Finance
St. Columbus High School 2000 — 2004
Ted Rutter Ted Rutter's Morgan Stanley Experience June 1982 - October 2008
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. October 2008 - Present
Morgan Stanley June 1982 - October 2008
Skills
Series 7, Retirement Planning, Series 63, Asset Allocation, Mutual Funds, Asset Management, Alternative Investments
Education
Amherst College 1976 — 1980
B.A., English & Anthropology
UBS Financial Services, Inc. October 2008 - Present
Morgan Stanley June 1982 - October 2008
Skills
Series 7, Retirement Planning, Series 63, Asset Allocation, Mutual Funds, Asset Management, Alternative Investments
Education
Amherst College 1976 — 1980
B.A., English & Anthropology
Polina Polyanskaya Polina Polyanskaya's Morgan Stanley Experience July 2015 - Present
Job Associate
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley Wealth Management January 2013 - July 2015
Premier Financial Advisors- Wealth Management October 2010 - September 2011
Skills
Microsoft Office, Russian, Spanish, Time Management, Multilingual, Multitasker, Vlookup, MS Excel Pivot Tables
Education
New York University, Stern School of Business 2008 — 2011
Bachelor's of Science, Finance, General
University of New South Wales 2009 — 2009
Bachelor of Science (B.S.), Finance
American University - Kogod School of Business 2007 — 2008
Bachelor of Science, Business Administration, 3.58
Morgan Stanley July 2015 - Present
Morgan Stanley Wealth Management January 2013 - July 2015
Premier Financial Advisors- Wealth Management October 2010 - September 2011
Skills
Microsoft Office, Russian, Spanish, Time Management, Multilingual, Multitasker, Vlookup, MS Excel Pivot Tables
Education
New York University, Stern School of Business 2008 — 2011
Bachelor's of Science, Finance, General
University of New South Wales 2009 — 2009
Bachelor of Science (B.S.), Finance
American University - Kogod School of Business 2007 — 2008
Bachelor of Science, Business Administration, 3.58
Jon Christian Evensen Jon Christian Evensen's Morgan Stanley Experience June 2012 - July 2014
Job Partner | Research Analyst at Formic Management
Industry Investment Management
Experience
Formic Management LLC August 2014 - Present
Morgan Stanley June 2012 - July 2014
The Strategist Newsletter September 2009 - June 2012
Morgan Stanley June 2011 - August 2011
The Compass Group 2010 - 2010
Birinyi Associates June 2009 - August 2009
Skills
Investment Banking, Valuation, Equity Research, Private Equity, Financial Modeling, Equities, Emerging Markets, Natural Resources, Investments, Financial Analysis, Corporate Finance
Education
Amherst College 2008 — 2012
Bachelor of Arts (B.A.), Economics & Political Science
Hopkins School
Formic Management LLC August 2014 - Present
Morgan Stanley June 2012 - July 2014
The Strategist Newsletter September 2009 - June 2012
Morgan Stanley June 2011 - August 2011
The Compass Group 2010 - 2010
Birinyi Associates June 2009 - August 2009
Skills
Investment Banking, Valuation, Equity Research, Private Equity, Financial Modeling, Equities, Emerging Markets, Natural Resources, Investments, Financial Analysis, Corporate Finance
Education
Amherst College 2008 — 2012
Bachelor of Arts (B.A.), Economics & Political Science
Hopkins School
Judd Olanoff Judd Olanoff's Morgan Stanley Experience June 2007 - August 2007
Job Associate at Highbridge Principal Strategies
Industry Financial Services
Experience
Highbridge Capital Management September 2014 - Present
J.P. Morgan July 2012 - September 2014
J.P. Morgan March 2010 - July 2012
Bain & Company October 2008 - March 2010
Morgan Stanley June 2007 - August 2007
Associated Press June 2003 - August 2004
Education
Amherst College
Horace Mann School
Highbridge Capital Management September 2014 - Present
J.P. Morgan July 2012 - September 2014
J.P. Morgan March 2010 - July 2012
Bain & Company October 2008 - March 2010
Morgan Stanley June 2007 - August 2007
Associated Press June 2003 - August 2004
Education
Amherst College
Horace Mann School
Patrick Hayes's Morgan Stanley Experience June 2011 - August 2011
Job Principal at Green Peak Partners
Industry Financial Services
Experience
Green Peak Partners August 2015 - Present
Bridgewater Associates October 2013 - August 2015
Bridgewater Associates September 2012 - October 2013
Morgan Stanley June 2011 - August 2011
FRC September 2009 - August 2010
Fidelity Investments March 2007 - June 2009
Amherst College July 2006 - March 2007
Peace Corps February 2004 - April 2006
Skills
Recruiting, Finance, Strategic Consulting, Program Management, Market Analysis, Product Management, Analysis, Leadership, Microsoft Excel, Series 63, Financial Markets, Business Planning
Education
London Business School 2010 — 2012
MBA
Amherst College 1999 — 2003
BA, Economics, Psychology
Green Peak Partners August 2015 - Present
Bridgewater Associates October 2013 - August 2015
Bridgewater Associates September 2012 - October 2013
Morgan Stanley June 2011 - August 2011
FRC September 2009 - August 2010
Fidelity Investments March 2007 - June 2009
Amherst College July 2006 - March 2007
Peace Corps February 2004 - April 2006
Skills
Recruiting, Finance, Strategic Consulting, Program Management, Market Analysis, Product Management, Analysis, Leadership, Microsoft Excel, Series 63, Financial Markets, Business Planning
Education
London Business School 2010 — 2012
MBA
Amherst College 1999 — 2003
BA, Economics, Psychology
John T. Collura's Morgan Stanley Experience July 2004 - May 2006
Job Account Manager at Oracle
Industry Information Technology and Services
Experience
Oracle February 2014 - Present
TAROG, LLC November 2012 - February 2014
Privately-Held Companies August 2011 - November 2012
Colony Capital May 2006 - February 2011
Morgan Stanley July 2004 - May 2006
GE Capital June 2003 - August 2003
Deutsche Bank October 1998 - May 2002
Cambridge Associates August 1997 - August 1998
Skills
Business Development, Entrepreneurship, Marketing, Start-ups, Management, Team Building, Marketing Strategy, Leadership, Sales, New Business Development, Budgets, Finance, Financial Analysis, Consulting, Contract Negotiation, Team Leadership, Real Estate, Negotiation, Cross-functional Team..., Lead Generation, Analysis, Project Planning, Market Research, Public Speaking, Customer Service, Program Management, Investments, Email Marketing, Valuation, Competitive Analysis, Business Strategy, Forecasting, Networking, Selling, Direct Marketing, Fundraising, Team Management, Customer Relations, Budgeting, Food Processing, Process Improvement, Due Diligence
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Management & Organizations, Finance & Real Estate
Amherst College 1993 — 1997
B.A., economics, cum laude
Deerfield Academy 1991 — 1993
High School Diploma
Oracle February 2014 - Present
TAROG, LLC November 2012 - February 2014
Privately-Held Companies August 2011 - November 2012
Colony Capital May 2006 - February 2011
Morgan Stanley July 2004 - May 2006
GE Capital June 2003 - August 2003
Deutsche Bank October 1998 - May 2002
Cambridge Associates August 1997 - August 1998
Skills
Business Development, Entrepreneurship, Marketing, Start-ups, Management, Team Building, Marketing Strategy, Leadership, Sales, New Business Development, Budgets, Finance, Financial Analysis, Consulting, Contract Negotiation, Team Leadership, Real Estate, Negotiation, Cross-functional Team..., Lead Generation, Analysis, Project Planning, Market Research, Public Speaking, Customer Service, Program Management, Investments, Email Marketing, Valuation, Competitive Analysis, Business Strategy, Forecasting, Networking, Selling, Direct Marketing, Fundraising, Team Management, Customer Relations, Budgeting, Food Processing, Process Improvement, Due Diligence
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Management & Organizations, Finance & Real Estate
Amherst College 1993 — 1997
B.A., economics, cum laude
Deerfield Academy 1991 — 1993
High School Diploma
Priya Trauber Priya Trauber's Morgan Stanley Experience March 2008 - May 2011
Job Diversity and Human Resources Executive
Industry Financial Services
Experience
Morgan Stanley March 2008 - May 2011
UBS September 2003 - August 2007
Credit Suisse August 1997 - August 2002
Federal Reserve Bank of New York June 1992 - June 1995
Skills
Capital Markets, Investment Banking, Financial Modeling, Equities, Strategy
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
American University 1988 — 1992
BSBA
Morgan Stanley March 2008 - May 2011
UBS September 2003 - August 2007
Credit Suisse August 1997 - August 2002
Federal Reserve Bank of New York June 1992 - June 1995
Skills
Capital Markets, Investment Banking, Financial Modeling, Equities, Strategy
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
American University 1988 — 1992
BSBA
Jordan Leites Jordan Leites's Morgan Stanley Experience June 2013 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Capital Markets, Bloomberg, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Financial Markets
Education
Amherst College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Capital Markets, Bloomberg, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Financial Markets
Education
Amherst College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Sarah Nehmeh Sarah Nehmeh's Morgan Stanley Experience May 2012 - September 2013
Job Assistant Relationship Manager at Bank ABC
Industry Investment Management
Experience
Bank ABC February 2015 - Present
PIMCO September 2013 - February 2015
Morgan Stanley May 2012 - September 2013
Morgan Stanley May 2010 - May 2012
American University August 2009 - May 2010
Skills
Leadership, Analysis, Social Networking, Entrepreneurship, Management, CRM, Economics, Marketing, Finance, Research, Start-ups, Financial Analysis, Public Speaking, Competitive Analysis, Program Management, Strategy, Business Development, Event Management, Marketing Strategy, Financial Modeling, SPSS, Valuation, Emerging Markets, Market Research, Arabic, Data Analysis, Series 7, Negotiation, Bloomberg, New Business Development, Thompson One, Series 63, Mathematics, Middle East, EMEA, Investor Relations, Moody's Analytics
Education
American University 2006 — 2010
BS, Economics, Cum Laude Honors
American University - Kogod School of Business 2006 — 2010
BSBA, Marketing, Cum Laude Honors
Investment Banking Institute 2011 — 2011
Certificate, Financial Modeling and Valuation Training Program
USDA Graduate School 2007 — 2009
Certificate, Intermediate Arabic I, II, and Advanced Arabic I, II
Bank ABC February 2015 - Present
PIMCO September 2013 - February 2015
Morgan Stanley May 2012 - September 2013
Morgan Stanley May 2010 - May 2012
American University August 2009 - May 2010
Skills
Leadership, Analysis, Social Networking, Entrepreneurship, Management, CRM, Economics, Marketing, Finance, Research, Start-ups, Financial Analysis, Public Speaking, Competitive Analysis, Program Management, Strategy, Business Development, Event Management, Marketing Strategy, Financial Modeling, SPSS, Valuation, Emerging Markets, Market Research, Arabic, Data Analysis, Series 7, Negotiation, Bloomberg, New Business Development, Thompson One, Series 63, Mathematics, Middle East, EMEA, Investor Relations, Moody's Analytics
Education
American University 2006 — 2010
BS, Economics, Cum Laude Honors
American University - Kogod School of Business 2006 — 2010
BSBA, Marketing, Cum Laude Honors
Investment Banking Institute 2011 — 2011
Certificate, Financial Modeling and Valuation Training Program
USDA Graduate School 2007 — 2009
Certificate, Intermediate Arabic I, II, and Advanced Arabic I, II
Lindsay (Potanka) Fitzgerald's Morgan Stanley Experience 2006 - 2008
Job Business Development & Strategy at American Express
Industry Financial Services
Experience
American Express 2015 - Present
American Express 2013 - 2014
American Express 2012 - 2013
Johnson & Johnson 2011 - 2011
HealthCor Partners 2008 - 2010
Morgan Stanley 2006 - 2008
Skills
Strategy, Business Development, Corporate Development, Internal/External..., Valuation, Financial Modeling, Portfolio Management, Due Diligence, Competitive Analysis, Venture Capital, Private Equity, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, Management and Strategy
Amherst College
BA, Economics, Spanish
American Express 2015 - Present
American Express 2013 - 2014
American Express 2012 - 2013
Johnson & Johnson 2011 - 2011
HealthCor Partners 2008 - 2010
Morgan Stanley 2006 - 2008
Skills
Strategy, Business Development, Corporate Development, Internal/External..., Valuation, Financial Modeling, Portfolio Management, Due Diligence, Competitive Analysis, Venture Capital, Private Equity, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, Management and Strategy
Amherst College
BA, Economics, Spanish
Don Wu Don Wu's Morgan Stanley Experience June 2011 - July 2013
Job Associate at Advent International
Industry Venture Capital & Private Equity
Experience
Advent International July 2013 - Present
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Education
Amherst College 2007 — 2011
B.A., Economics
Advent International July 2013 - Present
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Education
Amherst College 2007 — 2011
B.A., Economics
Obiajulu Okadigbo Obiajulu Okadigbo's Morgan Stanley Experience July 2014 - Present
Job Operations Analyst at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley July 2014 - Present
3Kingz Investment Limited September 2007 - Present
Bennett Group Financial Services, LLC January 2013 - June 2013
Daniel Ford International December 2007 - January 2009
Skills
Financial Services, Investments, Financial Markets, Finance, Financial Analysis, Management, Economics, Market Research, Project Finance, Research, Microsoft Office, Analysis, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Leadership
Education
American University 2013 — 2013
Certificate, Global Business and Trade
Oxford Brookes University 2007 — 2010
Bsc Honors, Real Estate Management
Stafford House College, Canterbury. Kent 2005 — 2006
Foundation degree
Morgan Stanley July 2014 - Present
3Kingz Investment Limited September 2007 - Present
Bennett Group Financial Services, LLC January 2013 - June 2013
Daniel Ford International December 2007 - January 2009
Skills
Financial Services, Investments, Financial Markets, Finance, Financial Analysis, Management, Economics, Market Research, Project Finance, Research, Microsoft Office, Analysis, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Leadership
Education
American University 2013 — 2013
Certificate, Global Business and Trade
Oxford Brookes University 2007 — 2010
Bsc Honors, Real Estate Management
Stafford House College, Canterbury. Kent 2005 — 2006
Foundation degree
Everett Indart's Morgan Stanley Experience May 2011 - August 2011
Job Senior Analyst at Brevet Capital Management
Industry Banking
Experience
Brevet Capital Management June 2015 - Present
Resinvest August 2014 - Present
Citi January 2015 - May 2015
Citi June 2012 - December 2014
Morgan Stanley May 2011 - August 2011
Mesirow Financial June 2010 - August 2010
Skills
Credit Analysis, Credit Risk, Business Analysis, Financial Analysis, Equity Research, Finance, Data Analysis, Microsoft Excel, Valuation, Analytics, Access, Investments, Banking, Accounting, Financial Modeling, Investment Banking, Credit, Portfolio Management
Education
American University - Kogod School of Business
BSBA, Finance
Brevet Capital Management June 2015 - Present
Resinvest August 2014 - Present
Citi January 2015 - May 2015
Citi June 2012 - December 2014
Morgan Stanley May 2011 - August 2011
Mesirow Financial June 2010 - August 2010
Skills
Credit Analysis, Credit Risk, Business Analysis, Financial Analysis, Equity Research, Finance, Data Analysis, Microsoft Excel, Valuation, Analytics, Access, Investments, Banking, Accounting, Financial Modeling, Investment Banking, Credit, Portfolio Management
Education
American University - Kogod School of Business
BSBA, Finance
Maria Chen Maria Chen's Morgan Stanley Experience 2000 - 2001
Job Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton 2008 - Present
PA Consulting Group 2006 - 2007
Corporate Executive Board 2005 - 2006
Peace Corps, Ukraine 2003 - 2005
Translatus November 2002 - February 2003
Morgan Stanley 2000 - 2001
The White House 1996 - 1996
Skills
MS Excel, MS PowerPoint, MS Project, Program and Financial..., Project Management, Project Planning, Client Management, Team Leadership
Education
American University - Kogod School of Business 2005 — 2007
Master of Business Administration (MBA), International Business / Finance
The College of William and Mary 1995 — 1999
Bachelor of Arts (B.A.), International Relations / Political Economy
Charles University in Prague 1998 — 1998
Study Abroad, Contemporary Czech Literature
University of Economics in Prague 1998 — 1998
Study Abroad, Transition Economics
West Springfield HS
Booz Allen Hamilton 2008 - Present
PA Consulting Group 2006 - 2007
Corporate Executive Board 2005 - 2006
Peace Corps, Ukraine 2003 - 2005
Translatus November 2002 - February 2003
Morgan Stanley 2000 - 2001
The White House 1996 - 1996
Skills
MS Excel, MS PowerPoint, MS Project, Program and Financial..., Project Management, Project Planning, Client Management, Team Leadership
Education
American University - Kogod School of Business 2005 — 2007
Master of Business Administration (MBA), International Business / Finance
The College of William and Mary 1995 — 1999
Bachelor of Arts (B.A.), International Relations / Political Economy
Charles University in Prague 1998 — 1998
Study Abroad, Contemporary Czech Literature
University of Economics in Prague 1998 — 1998
Study Abroad, Transition Economics
West Springfield HS
Leo Bernstein Leo Bernstein's Morgan Stanley Experience 1994 - 1997
Job Managing Member at Turtle Bay Partners LLC
Industry Investment Management
Experience
Turtle Bay Partners, LLC 2012 - Present
Perella Weinberg Partners 2007 - 2012
Credit Suisse 1999 - 2006
Morgan Stanley 1994 - 1997
Skills
Portfolio Management, Equity Research, Investments, Equities, Hedge Funds, Mutual Funds, Valuation, Alternative Investments, Fixed Income, Asset Managment, Bloomberg, Asset Management, Finance, Private Equity, Investment Banking, IPO
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Strategy and Finance
Amherst College 1990 — 1994
BA, English & economics
St. Mark's 1986 — 1990
High School, HS
Turtle Bay Partners, LLC 2012 - Present
Perella Weinberg Partners 2007 - 2012
Credit Suisse 1999 - 2006
Morgan Stanley 1994 - 1997
Skills
Portfolio Management, Equity Research, Investments, Equities, Hedge Funds, Mutual Funds, Valuation, Alternative Investments, Fixed Income, Asset Managment, Bloomberg, Asset Management, Finance, Private Equity, Investment Banking, IPO
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Strategy and Finance
Amherst College 1990 — 1994
BA, English & economics
St. Mark's 1986 — 1990
High School, HS
Nayef Amin's Morgan Stanley Experience May 2011 - July 2013
Job Notre Dame MBA 2015
Industry Banking
Experience
Kaust Investment Management Company May 2014 - August 2014
Morgan Stanley May 2011 - July 2013
Boston Merchant Financial May 2009 - September 2009
Groove Mobile INC January 2008 - May 2008
Skills
Financial Modeling, Financial Analysis, Business Strategy, Equities, Bloomberg, Finance, Investments, Business Planning, Capital Markets, Fixed Income, Emerging Markets, Economics, Analysis, Trading, Bodybuilding, Hedge Funds, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Investments
Bentley University 2006 — 2010
BS, Corporate Finance
American University of Beirut 2004 — 2006
Transfer, Business Administration
Kaust Investment Management Company May 2014 - August 2014
Morgan Stanley May 2011 - July 2013
Boston Merchant Financial May 2009 - September 2009
Groove Mobile INC January 2008 - May 2008
Skills
Financial Modeling, Financial Analysis, Business Strategy, Equities, Bloomberg, Finance, Investments, Business Planning, Capital Markets, Fixed Income, Emerging Markets, Economics, Analysis, Trading, Bodybuilding, Hedge Funds, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Investments
Bentley University 2006 — 2010
BS, Corporate Finance
American University of Beirut 2004 — 2006
Transfer, Business Administration
Stephanie DeClue Stephanie DeClue's Morgan Stanley Experience June 2015 - August 2015
Job Fixed Income Sales & Trading Summer Analyst at Morgan Stanley
Industry Legal Services
Experience
Amherst College Office of Admission December 2014 - Present
Amherst College Investment Club September 2014 - Present
Amherst College Center for Community Engagement May 2014 - Present
Amherst College August 2013 - Present
Morgan Stanley June 2015 - August 2015
Education
Amherst College 2013 — 2017
Bachelor of Arts (B.A.), Law, Jurisprudence, and Social Thought
New Canaan High School 2009 — 2013
Amherst College Office of Admission December 2014 - Present
Amherst College Investment Club September 2014 - Present
Amherst College Center for Community Engagement May 2014 - Present
Amherst College August 2013 - Present
Morgan Stanley June 2015 - August 2015
Education
Amherst College 2013 — 2017
Bachelor of Arts (B.A.), Law, Jurisprudence, and Social Thought
New Canaan High School 2009 — 2013
Andrew Kurzweil Andrew Kurzweil's Morgan Stanley Experience June 2014 - August 2014
Job Analyst, Evercore Private Funds Group
Industry Sports
Experience
Morgan Stanley June 2014 - August 2014
Neuberger Berman June 2013 - August 2013
Amherst College September 2012 - May 2013
Sports 1 Marketing May 2012 - August 2012
The Opinion Sage Hill Student Newspaper January 2008 - January 2011
Skills
Sports Marketing, Sports Management, Sports, Event Planning, Sponsorship Sales, Social Media, Fundraising, Sponsorship, PowerPoint, Event Management, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Spanish, Blogging, Social Media Marketing, Editing, Social Networking, Public Relations, Facebook
Education
Amherst College 2011 — 2015
Political Science and Government
Sage Hill School 2008 — 2011
Morgan Stanley June 2014 - August 2014
Neuberger Berman June 2013 - August 2013
Amherst College September 2012 - May 2013
Sports 1 Marketing May 2012 - August 2012
The Opinion Sage Hill Student Newspaper January 2008 - January 2011
Skills
Sports Marketing, Sports Management, Sports, Event Planning, Sponsorship Sales, Social Media, Fundraising, Sponsorship, PowerPoint, Event Management, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Spanish, Blogging, Social Media Marketing, Editing, Social Networking, Public Relations, Facebook
Education
Amherst College 2011 — 2015
Political Science and Government
Sage Hill School 2008 — 2011
Steve Rye's Morgan Stanley Experience 2000 - 2002
Job Chief Investment Officer at Northern Capital Securities Corp.
Industry Investment Management
Experience
Northern Capital Securities Corp. 2009 - Present
Fidelity Management and Research 2006 - 2009
Deutsche Bank 2002 - 2006
Morgan Stanley 2000 - 2002
Freddie Mac 1997 - 2000
Dean Witter 1990 - 1997
Thomas Cook Foreign Exchange January 1988 - January 1990
Skills
Derivatives, Securities, Fixed Income, MBS, Bloomberg, Series 7, Equities, Capital Markets, Interest Rate..., Trading, Options, Investment Banking, Financial Markets, Asset Managment, Market Risk
Education
American University - Kogod School of Business 1985 — 1989
Bachelor of Science (BS)
W.T. Woodson
Northern Capital Securities Corp. 2009 - Present
Fidelity Management and Research 2006 - 2009
Deutsche Bank 2002 - 2006
Morgan Stanley 2000 - 2002
Freddie Mac 1997 - 2000
Dean Witter 1990 - 1997
Thomas Cook Foreign Exchange January 1988 - January 1990
Skills
Derivatives, Securities, Fixed Income, MBS, Bloomberg, Series 7, Equities, Capital Markets, Interest Rate..., Trading, Options, Investment Banking, Financial Markets, Asset Managment, Market Risk
Education
American University - Kogod School of Business 1985 — 1989
Bachelor of Science (BS)
W.T. Woodson
Carl Lampe Carl Lampe's Morgan Stanley Experience June 2014 - August 2014
Job Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Morgan Stanley June 2014 - August 2014
The Bryn Mawr Trust Company May 2013 - July 2013
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), History
The London School of Economics and Political Science (LSE)
Accounting
The Episcopal Academy
Wells Fargo Securities June 2015 - Present
Morgan Stanley June 2014 - August 2014
The Bryn Mawr Trust Company May 2013 - July 2013
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), History
The London School of Economics and Political Science (LSE)
Accounting
The Episcopal Academy
Joe Fagnani Joe Fagnani's Morgan Stanley Experience May 2013 - August 2013
Job Intern at Capital Sports Ventures
Industry Financial Services
Experience
Capital Sports Ventures May 2015 - Present
Morgan Stanley May 2013 - August 2013
Walnut Street Theatre April 2012 - June 2012
Skills
Marketing, Public Speaking, Microsoft Office, Financial Analysis, Leadership, Bloomberg Terminal, Fitness Instruction, Entrepreneurship, Finance, Microsoft Excel
Education
American University - Kogod School of Business 2012 — 2016
Bachelor of Science in Business Adminstration, Specialization in Accounting and Finance
The London School of Economics and Political Science (LSE) 2014 — 2014
Organizational Behavior, Fixed Income Securities, Debt Markets and the Macro Economy
The Pennington School 2008 — 2012
Capital Sports Ventures May 2015 - Present
Morgan Stanley May 2013 - August 2013
Walnut Street Theatre April 2012 - June 2012
Skills
Marketing, Public Speaking, Microsoft Office, Financial Analysis, Leadership, Bloomberg Terminal, Fitness Instruction, Entrepreneurship, Finance, Microsoft Excel
Education
American University - Kogod School of Business 2012 — 2016
Bachelor of Science in Business Adminstration, Specialization in Accounting and Finance
The London School of Economics and Political Science (LSE) 2014 — 2014
Organizational Behavior, Fixed Income Securities, Debt Markets and the Macro Economy
The Pennington School 2008 — 2012
Castell Abner Castell Abner's Morgan Stanley Experience June 2012 - August 2012
Job JD Candidate at American University Washington College of Law
Industry Legal Services
Experience
McCarter & English, LLP May 2015 - July 2015
Turner Construction Company June 2013 - August 2014
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
McCarter & English, LLP June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Speech Writing, Legal Writing, Accounting, Music, Visio, Policy, Research, Data Analysis, Prime Brokerage, Project Management, Strategy, Settlement, Equities, Marketing, Program Management, Analysis, Financial Analysis, Management, Government, Strategic Planning, Event Planning, Community Outreach, Team Building, Nonprofits, Leadership, Budgets, Risk Management, Team Leadership, Access, Financial Reporting, Outlook
Education
American University Washington College of Law 2015 — 2017
Doctor of Law (J.D.)
Widener University School of Law 2014 — 2015
Doctor of Law (J.D.)
Howard University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
McCarter & English, LLP May 2015 - July 2015
Turner Construction Company June 2013 - August 2014
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
McCarter & English, LLP June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Speech Writing, Legal Writing, Accounting, Music, Visio, Policy, Research, Data Analysis, Prime Brokerage, Project Management, Strategy, Settlement, Equities, Marketing, Program Management, Analysis, Financial Analysis, Management, Government, Strategic Planning, Event Planning, Community Outreach, Team Building, Nonprofits, Leadership, Budgets, Risk Management, Team Leadership, Access, Financial Reporting, Outlook
Education
American University Washington College of Law 2015 — 2017
Doctor of Law (J.D.)
Widener University School of Law 2014 — 2015
Doctor of Law (J.D.)
Howard University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Jason Frank, CFP® Jason Frank, CFP®'s Morgan Stanley Experience March 2014 - Present
Job Executive Director NE Associate Region Manager, Morgan Stanley Private Bank, NA
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Rock Point Advisors, LLC July 2013 - March 2014
Morgan Stanley September 2010 - June 2013
HSBC Private Bank April 2008 - March 2010
HSBC July 2007 - April 2008
HSBC September 2006 - July 2007
HSBC July 2005 - September 2006
Skills
Certified Financial..., Series 7, Series 24, Series 66, Management, Wealth Management, Private Banking, Commercial Banking, Retirement Planning, Strategy, Commercial Lending, Estate Planning, Credit Risk, Financial Statement..., Liquidity Management, Real Estate Financing, Insurance, Tax, Life & Health Insurance...
Education
Clarkson University 2004 — 2005
Master of Business Administration (MBA)
St. Lawrence University 2000 — 2004
Bachelor of Arts (B.A.), Economics and Psychology
American University 2002 — 2002
International Business and Trade
Kaplan University 2008 — 2009
Certificate in Financial Planning, Financial Planning
Morgan Stanley March 2014 - Present
Rock Point Advisors, LLC July 2013 - March 2014
Morgan Stanley September 2010 - June 2013
HSBC Private Bank April 2008 - March 2010
HSBC July 2007 - April 2008
HSBC September 2006 - July 2007
HSBC July 2005 - September 2006
Skills
Certified Financial..., Series 7, Series 24, Series 66, Management, Wealth Management, Private Banking, Commercial Banking, Retirement Planning, Strategy, Commercial Lending, Estate Planning, Credit Risk, Financial Statement..., Liquidity Management, Real Estate Financing, Insurance, Tax, Life & Health Insurance...
Education
Clarkson University 2004 — 2005
Master of Business Administration (MBA)
St. Lawrence University 2000 — 2004
Bachelor of Arts (B.A.), Economics and Psychology
American University 2002 — 2002
International Business and Trade
Kaplan University 2008 — 2009
Certificate in Financial Planning, Financial Planning
Serhan Cevik Serhan Cevik's Morgan Stanley Experience October 1997 - December 2007
Job Senior Economist at International Monetary Fund
Industry International Trade and Development
Experience
International Monetary Fund September 2009 - Present
Nomura April 2008 - September 2009
Morgan Stanley October 1997 - December 2007
Skills
Macroeconomics, Economics, Econometrics, Economic Research, Emerging Markets, International Economics, Policy Analysis, International..., Public Policy, Economic Development, Quantitative Analytics, Economic Policy, Financial Modeling, Financial Markets, Statistics, Capital Markets, Data Analysis, International Relations, Development Economics, Stata, International Finance, Monetary Policy, Investment Banking, Fixed Income, Investments, Research, Finance, Fiscal Policy
Education
London School of Economics and Political Science
American University
International Monetary Fund September 2009 - Present
Nomura April 2008 - September 2009
Morgan Stanley October 1997 - December 2007
Skills
Macroeconomics, Economics, Econometrics, Economic Research, Emerging Markets, International Economics, Policy Analysis, International..., Public Policy, Economic Development, Quantitative Analytics, Economic Policy, Financial Modeling, Financial Markets, Statistics, Capital Markets, Data Analysis, International Relations, Development Economics, Stata, International Finance, Monetary Policy, Investment Banking, Fixed Income, Investments, Research, Finance, Fiscal Policy
Education
London School of Economics and Political Science
American University
Nolan Berlin Nolan Berlin's Morgan Stanley Experience June 2015 - Present
Job Graduate of American University, Washington College of Law
Industry Legal Services
Experience
Morgan Stanley June 2015 - Present
American Express August 2014 - May 2015
Skills
AML Compliace, Legal Research, Legal Writing, Research, International..., Editing, Comparative Law, Policy, Regulatory Compliance, KYC, LexisNexis, Westlaw, Bank Secrecy Act, Due Diligence, Anti Money Laundering, Economic Sanctions, Latin American Studies, Analysis, Microsoft Excel, Microsoft Office, Microsoft Word
Education
American University 2010 — 2013
Doctor of Law (J.D.)
McGill University 2006 — 2010
Bachelor of Arts (BA), Development Economics and International Development
Morgan Stanley June 2015 - Present
American Express August 2014 - May 2015
Skills
AML Compliace, Legal Research, Legal Writing, Research, International..., Editing, Comparative Law, Policy, Regulatory Compliance, KYC, LexisNexis, Westlaw, Bank Secrecy Act, Due Diligence, Anti Money Laundering, Economic Sanctions, Latin American Studies, Analysis, Microsoft Excel, Microsoft Office, Microsoft Word
Education
American University 2010 — 2013
Doctor of Law (J.D.)
McGill University 2006 — 2010
Bachelor of Arts (BA), Development Economics and International Development
Kendra Mabie Kendra Mabie's Morgan Stanley Experience February 2015 - Present
Job Consultant at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley February 2015 - Present
UBS August 2013 - August 2014
D.C. Office of the Attorney General January 2012 - May 2012
Skills
Research, PowerPoint, Microsoft Office, Spanish, Customer Service, Microsoft Excel, Leadership, Teamwork, Public Speaking, Microsoft Word, Social Media, Microsoft Office..., Business Objects, Training, Data Analysis, Financial Services
Education
St. Mary’s University, Twickenham 2013 — 2014
Master of Business Administration (M.B.A.), International Business
Kenyon College 2009 — 2013
Bachelor of Arts (B.A.), Political Science
American University 2012 — 2012
Washington Semester Program: International Law and Organizations
SIT Argentina 2011 — 2011
Regional Integration, Development, and Social Change
Morgan Stanley February 2015 - Present
UBS August 2013 - August 2014
D.C. Office of the Attorney General January 2012 - May 2012
Skills
Research, PowerPoint, Microsoft Office, Spanish, Customer Service, Microsoft Excel, Leadership, Teamwork, Public Speaking, Microsoft Word, Social Media, Microsoft Office..., Business Objects, Training, Data Analysis, Financial Services
Education
St. Mary’s University, Twickenham 2013 — 2014
Master of Business Administration (M.B.A.), International Business
Kenyon College 2009 — 2013
Bachelor of Arts (B.A.), Political Science
American University 2012 — 2012
Washington Semester Program: International Law and Organizations
SIT Argentina 2011 — 2011
Regional Integration, Development, and Social Change
Anton Tonev Anton Tonev's Morgan Stanley Experience December 2012 - August 2014
Job Global Macro Portfolio Manager
Industry Financial Services
Experience
AQR Capital Management September 2014 - Present
Morgan Stanley December 2012 - August 2014
XTF Marco Polo May 2012 - December 2012
American University in Bulgaria April 2009 - May 2011
Societe Generale June 2010 - July 2010
Skills
Matlab, R, SQL, VBA, C++(basic), Derivatives Securities, Fixed Income, Investment & Portfolio..., Credit Risk, Statistics for..., Monte Carlo Simulation, Stochastic Calculus, Optimization Modeling
Education
Cornell University 2011 — 2012
MEng, Financial Engineering
American University in Bulgaria 2007 — 2011
Bachelor of Arts, Mathematics, Economics
The London School of Economics and Political Science (LSE) 2010 — 2010
Summer School, Finance
English Language School Plovdiv 2002 — 2007
English Diploma
AQR Capital Management September 2014 - Present
Morgan Stanley December 2012 - August 2014
XTF Marco Polo May 2012 - December 2012
American University in Bulgaria April 2009 - May 2011
Societe Generale June 2010 - July 2010
Skills
Matlab, R, SQL, VBA, C++(basic), Derivatives Securities, Fixed Income, Investment & Portfolio..., Credit Risk, Statistics for..., Monte Carlo Simulation, Stochastic Calculus, Optimization Modeling
Education
Cornell University 2011 — 2012
MEng, Financial Engineering
American University in Bulgaria 2007 — 2011
Bachelor of Arts, Mathematics, Economics
The London School of Economics and Political Science (LSE) 2010 — 2010
Summer School, Finance
English Language School Plovdiv 2002 — 2007
English Diploma
John Sweeney John Sweeney's Morgan Stanley Experience May 1994 - September 1994
Job Managing Director, Investment Banking at Hilliard Lyons
Industry Investment Banking
Experience
Hilliard Lyons March 2010 - Present
bCatalyst Advisors, LLC April 2007 - April 2010
Hilliard Lyons April 1997 - December 2006
Southern Capital, LLC September 1995 - April 1997
Morgan Stanley May 1994 - September 1994
Credit Suisse First Boston June 1991 - September 1993
Skills
Mergers & Acquisitions, Valuation, Investments, Investment Banking, Finance
Education
The Tuck School of Business at Dartmouth 1993 — 1995
M.B.A., Finance, Management
Amherst College 1985 — 1989
B.A., English, Economics
Chaminade High School
Diploma
Hilliard Lyons March 2010 - Present
bCatalyst Advisors, LLC April 2007 - April 2010
Hilliard Lyons April 1997 - December 2006
Southern Capital, LLC September 1995 - April 1997
Morgan Stanley May 1994 - September 1994
Credit Suisse First Boston June 1991 - September 1993
Skills
Mergers & Acquisitions, Valuation, Investments, Investment Banking, Finance
Education
The Tuck School of Business at Dartmouth 1993 — 1995
M.B.A., Finance, Management
Amherst College 1985 — 1989
B.A., English, Economics
Chaminade High School
Diploma
Raymond Hodgdon Raymond Hodgdon's Morgan Stanley Experience 2000 - 2002
Job Economic Cycle Survey Panel Expert at BlackRock
Industry Financial Services
Experience
BlackRock September 2012 - Present
McKinsey & Company March 2012 - Present
Euromoney Country Risk (ECR) 2012 - Present
Enlightened Economics October 2002 - Present
Morgan Stanley 2000 - 2002
American Management Association 1998 - 2000
Bank Administration Iinstitute (BAI) February 1992 - January 1998
HSBC 1988 - 1991
Federal Reserve Board August 1970 - April 1985
Federal Reserve Board 1970 - 1985
Skills
Economics, Investments, Derivatives, Wealth Management, Investment Strategies, Macroeconomics, Fixed Income, Financial Markets, Leadership, Banking, Analysis, Portfolio Management, Management Consulting, Finance, Business Strategy, Financial Modeling, Credit Risk, Change Management, Valuation, Forecasting, Management, Risk Management, Financial Analysis, Credit, Corporate Finance, Emerging Markets, Capital Markets, Equities, Public Speaking, Speech Writing, Executive Writing, Strategy, Executive Management, Mergers & Acquisitions, Investment Banking, Hedge Funds, Private Equity, Start-ups, Alternative Investments, Due Diligence, Financial Services, Asset Management, Venture Capital, Corporate Development, Quantitative Analytics, Investor Relations, Trading, Equity Research, Bloomberg, Econometrics
Education
University of North Carolina at Chapel Hill 1966 — 1968
Master's degree, Banking, Corporate, Finance, and Securities Law
American University
Economics
North Carolina State University - College of Management
B.S., M.A., Monetary Economics
The Wharton School, University of Pennsylvania
BlackRock September 2012 - Present
McKinsey & Company March 2012 - Present
Euromoney Country Risk (ECR) 2012 - Present
Enlightened Economics October 2002 - Present
Morgan Stanley 2000 - 2002
American Management Association 1998 - 2000
Bank Administration Iinstitute (BAI) February 1992 - January 1998
HSBC 1988 - 1991
Federal Reserve Board August 1970 - April 1985
Federal Reserve Board 1970 - 1985
Skills
Economics, Investments, Derivatives, Wealth Management, Investment Strategies, Macroeconomics, Fixed Income, Financial Markets, Leadership, Banking, Analysis, Portfolio Management, Management Consulting, Finance, Business Strategy, Financial Modeling, Credit Risk, Change Management, Valuation, Forecasting, Management, Risk Management, Financial Analysis, Credit, Corporate Finance, Emerging Markets, Capital Markets, Equities, Public Speaking, Speech Writing, Executive Writing, Strategy, Executive Management, Mergers & Acquisitions, Investment Banking, Hedge Funds, Private Equity, Start-ups, Alternative Investments, Due Diligence, Financial Services, Asset Management, Venture Capital, Corporate Development, Quantitative Analytics, Investor Relations, Trading, Equity Research, Bloomberg, Econometrics
Education
University of North Carolina at Chapel Hill 1966 — 1968
Master's degree, Banking, Corporate, Finance, and Securities Law
American University
Economics
North Carolina State University - College of Management
B.S., M.A., Monetary Economics
The Wharton School, University of Pennsylvania
Francis Barker Francis Barker's Morgan Stanley Experience 1989 - 1999
Job CFO, Private Equity, M&A
Industry Venture Capital & Private Equity
Experience
Modern Analytics August 2015 - Present
AllazoHealth July 2015 - Present
Mercury Partners LLC 2011 - Present
Mantucket Capital Management Corporation 2012 - 2013
Alta Colleges, Inc. 2009 - 2012
Information Services Group 2006 - 2009
Dex Media 2003 - 2006
The Carlyle Group 1999 - 2002
Morgan Stanley 1989 - 1999
Skills
Private Equity, Mergers & Acquisitions, Strategy, Valuation, Predictive Analytics, Big Data, Data Mining, Mergers, IPO, Finance, Venture Capital, LBO, Investments, Corporate Development, Acquisitions, Leveraged Finance, Leadership, Divestitures, Investor Relations, Change Management, Strategic Planning, Forecasting, Digital Media, Digital Marketing, Outsourcing, Budgets, Capital Structure, Growth Capital, Growth Management, Business Services, Education Management, Strategy Development, Growth Planning, Company Acquisitions, High Yield, Exits, Board Leadership, Value Creation, Budgeting, Performance Metrics, Working Capital..., Cash Flow Management, CFOs, Cost Efficiency, Financial Systems, Leadership Development
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Amherst College
BA, Magna Cum Laude graduate with double majors in Economics and Political Science
Modern Analytics August 2015 - Present
AllazoHealth July 2015 - Present
Mercury Partners LLC 2011 - Present
Mantucket Capital Management Corporation 2012 - 2013
Alta Colleges, Inc. 2009 - 2012
Information Services Group 2006 - 2009
Dex Media 2003 - 2006
The Carlyle Group 1999 - 2002
Morgan Stanley 1989 - 1999
Skills
Private Equity, Mergers & Acquisitions, Strategy, Valuation, Predictive Analytics, Big Data, Data Mining, Mergers, IPO, Finance, Venture Capital, LBO, Investments, Corporate Development, Acquisitions, Leveraged Finance, Leadership, Divestitures, Investor Relations, Change Management, Strategic Planning, Forecasting, Digital Media, Digital Marketing, Outsourcing, Budgets, Capital Structure, Growth Capital, Growth Management, Business Services, Education Management, Strategy Development, Growth Planning, Company Acquisitions, High Yield, Exits, Board Leadership, Value Creation, Budgeting, Performance Metrics, Working Capital..., Cash Flow Management, CFOs, Cost Efficiency, Financial Systems, Leadership Development
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Amherst College
BA, Magna Cum Laude graduate with double majors in Economics and Political Science
Randolph Nordby, CFA Randolph Nordby, CFA's Morgan Stanley Experience January 2012 - April 2013
Job Internal Wholesaler at Calvert Investments
Industry Investment Management
Experience
Calvert Investments June 2014 - Present
BB&T April 2013 - April 2014
Morgan Stanley January 2012 - April 2013
Actualize Consulting May 2010 - December 2010
Sol Capital Management May 2007 - May 2010
Wachovia Bank/ Evergreen Investments May 2003 - May 2008
Edward Jones January 2000 - May 2002
Field Financial Group January 1998 - January 2000
Sallie Mae September 1993 - June 1998
Skills
Portfolio Management, Fixed Income, Investments, Hedge Funds, Equities, Alternative Investments, Derivatives, Valuation, Asset Allocation, Risk Management, Investment Strategies, Finance, Due Diligence, Trading, Mutual Funds, Securities, Analysis, Wealth Management, Options, Strategy
Education
American University 2013 — 2015
Master's Degree, Accounting
George Mason University 2003 — 2006
MA, Economics
Shenandoah University 1996 — 1999
MBA, Economics & Finance
Virginia Polytechnic Institute and State University 1989 — 1993
BA, Political Science
University of Windsor
University of Windsor
Calvert Investments June 2014 - Present
BB&T April 2013 - April 2014
Morgan Stanley January 2012 - April 2013
Actualize Consulting May 2010 - December 2010
Sol Capital Management May 2007 - May 2010
Wachovia Bank/ Evergreen Investments May 2003 - May 2008
Edward Jones January 2000 - May 2002
Field Financial Group January 1998 - January 2000
Sallie Mae September 1993 - June 1998
Skills
Portfolio Management, Fixed Income, Investments, Hedge Funds, Equities, Alternative Investments, Derivatives, Valuation, Asset Allocation, Risk Management, Investment Strategies, Finance, Due Diligence, Trading, Mutual Funds, Securities, Analysis, Wealth Management, Options, Strategy
Education
American University 2013 — 2015
Master's Degree, Accounting
George Mason University 2003 — 2006
MA, Economics
Shenandoah University 1996 — 1999
MBA, Economics & Finance
Virginia Polytechnic Institute and State University 1989 — 1993
BA, Political Science
University of Windsor
University of Windsor
Gregg Stein, CPA, CFP® Gregg Stein, CPA, CFP®'s Morgan Stanley Experience 1997 - 1998
Job Director, Wealth Management at McGladrey
Industry Financial Services
Experience
McGladrey Wealth Management LLC January 2006 - Present
Mantas, Ohliger, McGary & Quinn 1994 - 2005
Morgan Stanley 1997 - 1998
Skills
Strategic Financial..., Wealth Management, Estate Planning, Investments, Asset Management, Tax, Investment Management, Personal Finance, Risk Management, Investment Advisory, Asset Managment, Sarbanes-Oxley Act, Mergers & Acquisitions, Retirement Planning
Education
American University 1990 — 1994
BSBA, Accounting, Finance
American University - Kogod School of Business 1990 — 1994
Harriton High School 1986 — 1990
McGladrey Wealth Management LLC January 2006 - Present
Mantas, Ohliger, McGary & Quinn 1994 - 2005
Morgan Stanley 1997 - 1998
Skills
Strategic Financial..., Wealth Management, Estate Planning, Investments, Asset Management, Tax, Investment Management, Personal Finance, Risk Management, Investment Advisory, Asset Managment, Sarbanes-Oxley Act, Mergers & Acquisitions, Retirement Planning
Education
American University 1990 — 1994
BSBA, Accounting, Finance
American University - Kogod School of Business 1990 — 1994
Harriton High School 1986 — 1990
Dipanjan Chatterjee, Senior VP Brand Strategy's Morgan Stanley Experience 1992 - 1994
Job Senior VP Y&R/BAV | Brand and Marketing Strategy | Managing Director | Chief Strategy Officer | Speaker | Author
Industry Marketing and Advertising
Experience
Young and Rubicam (Y&R)/ BAV Consulting 2013 - Present
School-to-School International 2015 - Present
Concentrix Group - Marketing and Strategy Consulting 2006 - Present
Berkshire Hathaway / Fechheimer Brothers 2004 - 2006
FedEx Kinko's 2000 - 2004
Booz & Company 1996 - 1999
Morgan Stanley 1992 - 1994
Skills
New Business Development, Business Strategy, Management Consulting, Start-ups, Cross-functional Team..., Marketing Strategy, Business Development, P&L Management, Strategic Planning, Mergers, Mergers & Acquisitions, Retail, Product Development, Brand Management, E-commerce, Product Management, Strategy, Management, Marketing, Competitive Analysis, Customer Insight, Leadership
Education
The University of Chicago - Booth School of Business 1994 — 1997
MBA, Strategy and Marketing
Amherst College 1990 — 1992
BA, Economics
St Xavier's Collegate School 1974 — 1987
Young and Rubicam (Y&R)/ BAV Consulting 2013 - Present
School-to-School International 2015 - Present
Concentrix Group - Marketing and Strategy Consulting 2006 - Present
Berkshire Hathaway / Fechheimer Brothers 2004 - 2006
FedEx Kinko's 2000 - 2004
Booz & Company 1996 - 1999
Morgan Stanley 1992 - 1994
Skills
New Business Development, Business Strategy, Management Consulting, Start-ups, Cross-functional Team..., Marketing Strategy, Business Development, P&L Management, Strategic Planning, Mergers, Mergers & Acquisitions, Retail, Product Development, Brand Management, E-commerce, Product Management, Strategy, Management, Marketing, Competitive Analysis, Customer Insight, Leadership
Education
The University of Chicago - Booth School of Business 1994 — 1997
MBA, Strategy and Marketing
Amherst College 1990 — 1992
BA, Economics
St Xavier's Collegate School 1974 — 1987
Robert Sorrel Robert Sorrel's Morgan Stanley Experience June 2012 - July 2014
Job Associate at Leonard Green & Partners
Industry Venture Capital & Private Equity
Experience
Leonard Green & Partners August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Crestview Partners, LLC June 2010 - July 2010
Tailwind Capital June 2009 - July 2009
Skills
Valuation, Venture Capital
Education
Amherst College 2008 — 2012
Economics
Leonard Green & Partners August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Crestview Partners, LLC June 2010 - July 2010
Tailwind Capital June 2009 - July 2009
Skills
Valuation, Venture Capital
Education
Amherst College 2008 — 2012
Economics
Kyle A. Bohannon's Morgan Stanley Experience July 1999 - July 2001
Job President & CEO at FastMed Urgent Care
Industry Hospital & Health Care
Experience
FastMed Urgent Care June 2015 - Present
FastMed Urgent Care October 2010 - May 2015
DC Partners January 2007 - September 2010
HarbourVest Partners, LLC September 2003 - December 2006
HarbourVest Partners August 2001 - August 2003
Morgan Stanley July 1999 - July 2001
Morgan Stanley June 1998 - August 1998
Skills
Strategy, Private Equity, Venture Capital, Acquisitions, Mergers, Valuation, Corporate Finance, Leveraged Finance, Entrepreneurship, Financial Analysis, Due Diligence, Investment Banking, Marketing Strategy, Restructuring, Corporate Development, Strategic Partnerships
Education
Amherst College 1995 — 1999
Bachelor of Arts (BA), Political Science
Saint Andrew's School - Boca Raton, FL 1991 — 1995
FastMed Urgent Care June 2015 - Present
FastMed Urgent Care October 2010 - May 2015
DC Partners January 2007 - September 2010
HarbourVest Partners, LLC September 2003 - December 2006
HarbourVest Partners August 2001 - August 2003
Morgan Stanley July 1999 - July 2001
Morgan Stanley June 1998 - August 1998
Skills
Strategy, Private Equity, Venture Capital, Acquisitions, Mergers, Valuation, Corporate Finance, Leveraged Finance, Entrepreneurship, Financial Analysis, Due Diligence, Investment Banking, Marketing Strategy, Restructuring, Corporate Development, Strategic Partnerships
Education
Amherst College 1995 — 1999
Bachelor of Arts (BA), Political Science
Saint Andrew's School - Boca Raton, FL 1991 — 1995
Boris Yampolsky's Morgan Stanley Experience January 2008 - December 2008
Job Sales at Compgun, Inc.
Industry Internet
Experience
Compgun, Inc. July 2015 - Present
LivingSocial December 2011 - July 2015
Living Social January 2011 - November 2011
Metropolitan Events June 2010 - October 2010
Washington Retirement Planning Specialists June 2009 - May 2010
Morgan Stanley January 2008 - December 2008
Skills
Competition, Ideation, Achiever, Command, Woo, Social Media, Online Advertising, e-comm, Strategy, E-commerce, Marketing, Relationship-building..., Social Media Marketing, Start-ups, B2B, Salesforce.com, Leadership, CRM, Online Marketing, Sales
Education
American University - Kogod School of Business 2005 — 2009
BSBA, Internatonal Business
Compgun, Inc. July 2015 - Present
LivingSocial December 2011 - July 2015
Living Social January 2011 - November 2011
Metropolitan Events June 2010 - October 2010
Washington Retirement Planning Specialists June 2009 - May 2010
Morgan Stanley January 2008 - December 2008
Skills
Competition, Ideation, Achiever, Command, Woo, Social Media, Online Advertising, e-comm, Strategy, E-commerce, Marketing, Relationship-building..., Social Media Marketing, Start-ups, B2B, Salesforce.com, Leadership, CRM, Online Marketing, Sales
Education
American University - Kogod School of Business 2005 — 2009
BSBA, Internatonal Business
Hao Liu's Morgan Stanley Experience June 2015 - Present
Job Student at Amherst College
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Amherst College April 2015 - Present
Amherst College April 2014 - April 2015
Education
Amherst College 2012 — 2016
Bachelor of Arts, Mathematics; Political Science; Economics
Hwa Chong Institution, Singapore 2008 — 2009
British A Levels
Morgan Stanley June 2015 - Present
Amherst College April 2015 - Present
Amherst College April 2014 - April 2015
Education
Amherst College 2012 — 2016
Bachelor of Arts, Mathematics; Political Science; Economics
Hwa Chong Institution, Singapore 2008 — 2009
British A Levels
Kevin Gaston, CRPS Kevin Gaston, CRPS's Morgan Stanley Experience June 2005 - June 2006
Job Strategic Retirement Plan Manager at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group April 2015 - Present
Mutual of America February 2010 - February 2014
SunTrust Investment Services October 2008 - June 2009
SunTrust Investment Services May 2007 - September 2008
merrill lynch 2006 - 2007
morgan stanley June 2005 - June 2006
Skills
Mutual Funds, Asset Allocation, Investments, Due Diligence, Securities, Bonds, Asset Management, Wealth Management, Hedge Funds, Series 7, Alternative Investments, Retirement Planning, Investment Strategies, Portfolio Management, Asset Managment, Financial Services, Equities, Investment Advisory, Retirement Plan..., Qualified Retirement...
Education
Amherst College 2001 — 2005
Bachelor of Arts, Economics
Amherst College 2001 — 2005
Bachelor's degree, Law, Jurisprudence, and Legal Thought
CUNA Mutual Group April 2015 - Present
Mutual of America February 2010 - February 2014
SunTrust Investment Services October 2008 - June 2009
SunTrust Investment Services May 2007 - September 2008
merrill lynch 2006 - 2007
morgan stanley June 2005 - June 2006
Skills
Mutual Funds, Asset Allocation, Investments, Due Diligence, Securities, Bonds, Asset Management, Wealth Management, Hedge Funds, Series 7, Alternative Investments, Retirement Planning, Investment Strategies, Portfolio Management, Asset Managment, Financial Services, Equities, Investment Advisory, Retirement Plan..., Qualified Retirement...
Education
Amherst College 2001 — 2005
Bachelor of Arts, Economics
Amherst College 2001 — 2005
Bachelor's degree, Law, Jurisprudence, and Legal Thought
Robert Crawford Robert Crawford's Morgan Stanley Experience September 1993 - September 1995
Job Career Transition Consultant
Industry Human Resources
Experience
The Ayers Group January 2015 - Present
Newark Alliance November 2010 - June 2014
City of Newark January 2008 - July 2010
Prudential Financial August 1998 - January 2008
Pershing September 1995 - August 1998
Morgan Stanley September 1993 - September 1995
The Chase Manhattan Bank August 1980 - September 1993
Skills
Talent Acquisition, Employee Relations, Talent Management, Human Resources, Performance Management, Organizational..., Recruiting, Succession Planning, Strategic Planning, Employee Engagement, Leadership Development, Workforce Planning, Workshop Facilitation, Personnel Management, Program Management, Leadership, Management, Management Consulting, Strategy, Change Management, College Recruiting, Employer Branding, Vendor Management, Executive Search, Policy, Hiring, Interviews, Organizational Design, Deferred Compensation, Onboarding
Education
Georgetown University 1976 — 1980
Masters, Middle Eastern Studies
American University of Beirut 1975 — 1976
Graduate Studies, Middle Eastern Studies
Duke University 1969 — 1973
BA, History
The Ayers Group January 2015 - Present
Newark Alliance November 2010 - June 2014
City of Newark January 2008 - July 2010
Prudential Financial August 1998 - January 2008
Pershing September 1995 - August 1998
Morgan Stanley September 1993 - September 1995
The Chase Manhattan Bank August 1980 - September 1993
Skills
Talent Acquisition, Employee Relations, Talent Management, Human Resources, Performance Management, Organizational..., Recruiting, Succession Planning, Strategic Planning, Employee Engagement, Leadership Development, Workforce Planning, Workshop Facilitation, Personnel Management, Program Management, Leadership, Management, Management Consulting, Strategy, Change Management, College Recruiting, Employer Branding, Vendor Management, Executive Search, Policy, Hiring, Interviews, Organizational Design, Deferred Compensation, Onboarding
Education
Georgetown University 1976 — 1980
Masters, Middle Eastern Studies
American University of Beirut 1975 — 1976
Graduate Studies, Middle Eastern Studies
Duke University 1969 — 1973
BA, History
Michael Stanfield Michael Stanfield's Morgan Stanley Experience June 1996 - July 1998
Job VP Marketing at Amplifon
Industry Retail
Experience
Amplifon September 2015 - Present
Target March 2014 - May 2015
Target May 2011 - February 2014
Target Corporation August 2008 - April 2011
Target August 2006 - July 2008
Tanner & Co., Inc. 1999 - 2004
Morgan Stanley June 1996 - July 1998
Skills
Strategy, Marketing Strategy, Customer Insight, Marketing, Advertising, Integrated Marketing, Team Leadership, Brand Management, Competitive Analysis, Marketing Research
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Marketing, strategy, finance
Amherst College
Bachelor of Arts (BA), Mathematics
Amplifon September 2015 - Present
Target March 2014 - May 2015
Target May 2011 - February 2014
Target Corporation August 2008 - April 2011
Target August 2006 - July 2008
Tanner & Co., Inc. 1999 - 2004
Morgan Stanley June 1996 - July 1998
Skills
Strategy, Marketing Strategy, Customer Insight, Marketing, Advertising, Integrated Marketing, Team Leadership, Brand Management, Competitive Analysis, Marketing Research
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Marketing, strategy, finance
Amherst College
Bachelor of Arts (BA), Mathematics
Sarita Heda Sarita Heda's Morgan Stanley Experience March 2008 - August 2012
Job Operational Performance Improvement Advisory at Ernst & Young
Industry Financial Services
Experience
Ernst & Young August 2012 - Present
Morgan Stanley March 2008 - August 2012
Morgan Stanley July 2007 - April 2008
UBS September 2006 - July 2007
Skills
Operations, Business Relationship..., Strategic Sourcing
Education
American University
MBA, International Business
Ernst & Young August 2012 - Present
Morgan Stanley March 2008 - August 2012
Morgan Stanley July 2007 - April 2008
UBS September 2006 - July 2007
Skills
Operations, Business Relationship..., Strategic Sourcing
Education
American University
MBA, International Business
Daniel Chun's Morgan Stanley Experience 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Modera Wealth Management, LLC 2013 - 2013
United States Naval Academy May 2012 - August 2012
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), European History
Fullbridge Program 2013 — 2013
Morgan Stanley 2014 - Present
Modera Wealth Management, LLC 2013 - 2013
United States Naval Academy May 2012 - August 2012
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), European History
Fullbridge Program 2013 — 2013
Charles McLagan's Morgan Stanley Experience October 1999 - October 2007
Job Real Estate Agent at Realty Austin
Industry Real Estate
Experience
Realty Austin December 2013 - Present
Goldwasser Real Estate May 2012 - December 2013
McLagan Property January 2008 - December 2012
Morgan Stanley October 1999 - October 2007
62 Montague Housing Corporation May 2001 - June 2005
Credit Suisse First Boston April 1998 - August 1999
Remotesoft June 1996 - May 1998
Independent Consultant January 1993 - January 1994
MacroMedia January 1992 - January 1993
MacroMind January 1992 - January 1993
Skills
Real Estate Transactions, Contract Negotiation, Real Estate Investor, Real Estate, Investment Properties, Negotiation, Real Estate Economics, Selling, Investors, Sales, Texas Real Estate..., Investments, Seller Representation, Buyer Representation, Start-ups, Property Management, Sellers, Condos, Residential Homes, Referrals, Single Family Homes, First Time Home Buyers, Foreclosures, Relocation, Leases, New Home Sales, FHA, Short Sales
Education
Columbia University in the City of New York 1993 — 1996
Amherst College 1981 — 1985
English
Realty Austin December 2013 - Present
Goldwasser Real Estate May 2012 - December 2013
McLagan Property January 2008 - December 2012
Morgan Stanley October 1999 - October 2007
62 Montague Housing Corporation May 2001 - June 2005
Credit Suisse First Boston April 1998 - August 1999
Remotesoft June 1996 - May 1998
Independent Consultant January 1993 - January 1994
MacroMedia January 1992 - January 1993
MacroMind January 1992 - January 1993
Skills
Real Estate Transactions, Contract Negotiation, Real Estate Investor, Real Estate, Investment Properties, Negotiation, Real Estate Economics, Selling, Investors, Sales, Texas Real Estate..., Investments, Seller Representation, Buyer Representation, Start-ups, Property Management, Sellers, Condos, Residential Homes, Referrals, Single Family Homes, First Time Home Buyers, Foreclosures, Relocation, Leases, New Home Sales, FHA, Short Sales
Education
Columbia University in the City of New York 1993 — 1996
Amherst College 1981 — 1985
English
Sarah Levitt's Morgan Stanley Experience August 2012 - December 2012
Job Vice President at Deutsche Bank
Industry Law Practice
Experience
Deutsche Bank April 2014 - Present
Clifford Chance LLP January 2010 - March 2014
Morgan Stanley August 2012 - December 2012
Skills
Corporate Law, Capital Markets, International Capital..., Latin America, High Yield Bonds, Cross Border, Structured Finance, Securities Offerings, Private Placements, Sovereign Debt, Legal Research, Legal Writing, Banking Law, Cross-border...
Education
New York University School of Law 2006 — 2009
Doctor of Law (JD)
American University 2002 — 2006
Bachelor of Arts (BA), International Relations and Affairs
Deutsche Bank April 2014 - Present
Clifford Chance LLP January 2010 - March 2014
Morgan Stanley August 2012 - December 2012
Skills
Corporate Law, Capital Markets, International Capital..., Latin America, High Yield Bonds, Cross Border, Structured Finance, Securities Offerings, Private Placements, Sovereign Debt, Legal Research, Legal Writing, Banking Law, Cross-border...
Education
New York University School of Law 2006 — 2009
Doctor of Law (JD)
American University 2002 — 2006
Bachelor of Arts (BA), International Relations and Affairs
Thomas McManus Thomas McManus's Morgan Stanley Experience January 1998 - September 2008
Job E*TRADE
Industry Financial Services
Experience
Direct Edge July 2011 - May 2014
Barclays Capital November 2009 - July 2011
Morgan, Lewis & Bockius LLP October 2008 - October 2009
Morgan Stanley January 1998 - September 2008
Orrick, Herrington & Sutcliffe LLP September 1994 - January 1998
US Securities and Exchange Commission September 1992 - September 1994
Skills
Securities, FINRA, Securities Regulation, Capital Markets, Hedge Funds, Broker-Dealer, Corporate Governance, Equity Trading, Internal Audit, Enterprise Risk..., Prime Brokerage, Market Structure, Self-regulation, Surveillance, Compliance, AML, Alternative Investments, Corporate Law, Derivatives, Dodd-Frank, Due Diligence, Electronic Trading, Equities, Financial Markets, Financial Regulation, Financial Services, Investment Banking, Investments, Options, SEC, Series 7, Structured Products, Trading, Trading Systems
Education
American University, Washington College of Law 1989 — 1992
Doctor of Law (J.D.)
Boston College 1983 — 1987
Bachelor of Arts (BA), Economics
Direct Edge July 2011 - May 2014
Barclays Capital November 2009 - July 2011
Morgan, Lewis & Bockius LLP October 2008 - October 2009
Morgan Stanley January 1998 - September 2008
Orrick, Herrington & Sutcliffe LLP September 1994 - January 1998
US Securities and Exchange Commission September 1992 - September 1994
Skills
Securities, FINRA, Securities Regulation, Capital Markets, Hedge Funds, Broker-Dealer, Corporate Governance, Equity Trading, Internal Audit, Enterprise Risk..., Prime Brokerage, Market Structure, Self-regulation, Surveillance, Compliance, AML, Alternative Investments, Corporate Law, Derivatives, Dodd-Frank, Due Diligence, Electronic Trading, Equities, Financial Markets, Financial Regulation, Financial Services, Investment Banking, Investments, Options, SEC, Series 7, Structured Products, Trading, Trading Systems
Education
American University, Washington College of Law 1989 — 1992
Doctor of Law (J.D.)
Boston College 1983 — 1987
Bachelor of Arts (BA), Economics
Dang Trinh's Morgan Stanley Experience June 2011 - August 2011
Job Senior Analyst at Analysis Group
Industry Management Consulting
Experience
Analysis Group July 2014 - Present
Analysis Group July 2012 - June 2014
Career Center Amherst College August 2011 - May 2012
Department of Mathematics Amherst College October 2009 - May 2012
Five College Consortium October 2009 - December 2011
Morgan Stanley June 2011 - August 2011
Department of Economics Amherst College October 2009 - May 2011
Horizon Securities Corporation June 2010 - June 2010
JSHEFFTZ Consulting May 2010 - June 2010
VietAbroader Organization 2010 - 2010
Skills
Economics, Stata, R, Financial Analysis, Microsoft Office, Mathematics, Eviews, Japanese, Matlab, Mathematica, Vietnamese, SAS, Written & Oral..., Quantitative Research, Research, Data Analysis, Mentoring, Leadership, Training, Econometrics, Microsoft Excel
Education
Amherst College 2008 — 2012
BA, Magna Cum Laude, with Distinction, Mathematics & Economics, 3.95
University College London, U. of London 2010 — 2011
Study Abroad Program, Economics, Mathematics
Florida State University 2009 — 2009
Pre-law Program, Law
Middlebury College 2009 — 2009
Language Program, Japanese
High School for the Gifted 2005 — 2008
High School Diploma, English
Analysis Group July 2014 - Present
Analysis Group July 2012 - June 2014
Career Center Amherst College August 2011 - May 2012
Department of Mathematics Amherst College October 2009 - May 2012
Five College Consortium October 2009 - December 2011
Morgan Stanley June 2011 - August 2011
Department of Economics Amherst College October 2009 - May 2011
Horizon Securities Corporation June 2010 - June 2010
JSHEFFTZ Consulting May 2010 - June 2010
VietAbroader Organization 2010 - 2010
Skills
Economics, Stata, R, Financial Analysis, Microsoft Office, Mathematics, Eviews, Japanese, Matlab, Mathematica, Vietnamese, SAS, Written & Oral..., Quantitative Research, Research, Data Analysis, Mentoring, Leadership, Training, Econometrics, Microsoft Excel
Education
Amherst College 2008 — 2012
BA, Magna Cum Laude, with Distinction, Mathematics & Economics, 3.95
University College London, U. of London 2010 — 2011
Study Abroad Program, Economics, Mathematics
Florida State University 2009 — 2009
Pre-law Program, Law
Middlebury College 2009 — 2009
Language Program, Japanese
High School for the Gifted 2005 — 2008
High School Diploma, English
Ibrahim Jreige Ibrahim Jreige's Morgan Stanley Experience July 2010 - August 2010
Job Director Quant Development at Fidelity Investments
Industry Investment Management
Experience
Morgan Stanley July 2010 - August 2010
Bloomberg LP July 2006 - August 2009
Harvard School of Engineering and Applied Sciences September 2005 - June 2006
Skills
Investments, Structured Products, Financial Engineering, Finance, Matlab, Financial Modeling, Options, R, C++, Java, PL/SQL
Education
Stanford University 2009 — 2011
M.Sc., Financial Mathematics
Harvard University 2004 — 2006
Sc.M., Engineering Sciences
American University of Beirut 2000 — 2004
B.Eng. (High Distinction), Electrical and Computer Engineering
Morgan Stanley July 2010 - August 2010
Bloomberg LP July 2006 - August 2009
Harvard School of Engineering and Applied Sciences September 2005 - June 2006
Skills
Investments, Structured Products, Financial Engineering, Finance, Matlab, Financial Modeling, Options, R, C++, Java, PL/SQL
Education
Stanford University 2009 — 2011
M.Sc., Financial Mathematics
Harvard University 2004 — 2006
Sc.M., Engineering Sciences
American University of Beirut 2000 — 2004
B.Eng. (High Distinction), Electrical and Computer Engineering
Dominic Morgan Dominic Morgan's Morgan Stanley Experience April 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Accenture June 2013 - March 2014
Apple January 2013 - June 2013
Capital Reporting Company November 2012 - May 2013
American University August 2011 - May 2013
UBS Global Asset Management June 2012 - August 2012
Claro Trade Finance, LLC August 2011 - 2012
Pi Kappa Phi Fraternity: Theta Eta Chapter at American University November 2010 - December 2011
Wells Fargo May 2011 - August 2011
Public Financial Management December 2010 - May 2011
Skills
Analysis, Finance, Microsoft Excel, Business Analysis, Microsoft Office, Access, Management, Financial Analysis, Portfolio Management, Financial Modeling, Budgets, Business Development, Project Management, Investments, Sales, Economics, Salesforce.com, Valuation, Budgeting, Risk Assessment, Financial Planning, Client Development, Wealth Management
Education
American University - Kogod School of Business 2009 — 2013
BSBA, Finance and Information Systems Technology
Morgan Stanley April 2014 - Present
Accenture June 2013 - March 2014
Apple January 2013 - June 2013
Capital Reporting Company November 2012 - May 2013
American University August 2011 - May 2013
UBS Global Asset Management June 2012 - August 2012
Claro Trade Finance, LLC August 2011 - 2012
Pi Kappa Phi Fraternity: Theta Eta Chapter at American University November 2010 - December 2011
Wells Fargo May 2011 - August 2011
Public Financial Management December 2010 - May 2011
Skills
Analysis, Finance, Microsoft Excel, Business Analysis, Microsoft Office, Access, Management, Financial Analysis, Portfolio Management, Financial Modeling, Budgets, Business Development, Project Management, Investments, Sales, Economics, Salesforce.com, Valuation, Budgeting, Risk Assessment, Financial Planning, Client Development, Wealth Management
Education
American University - Kogod School of Business 2009 — 2013
BSBA, Finance and Information Systems Technology
David Fiorentino's Morgan Stanley Experience 1998 - 2000
Job Partner at J.W. Childs Associates, L.P.
Industry Investment Management
Experience
J.W. Childs Associates, L.P. 2000 - Present
Morgan Stanley 1998 - 2000
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA)
Amherst College 1994 — 1998
BA, Economics
Winchester High School 1990 — 1994
J.W. Childs Associates, L.P. 2000 - Present
Morgan Stanley 1998 - 2000
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA)
Amherst College 1994 — 1998
BA, Economics
Winchester High School 1990 — 1994
Vonna Husby Vonna Husby's Morgan Stanley Experience 1986 - May 2003
Job Branch Manager at Raymond James Financial Services, Inc. and Owner, Vonna Husby & Assoc., LLC
Industry Financial Services
Experience
Vonna Husby and Associates, LLC/Raymond James Fin. Services, Inc. July 2003 - Present
Morgan Stanley 1986 - May 2003
Shearson American Express 1983 - 1985
The Boeing Company 1968 - 1970
Skills
Investments, Investment Advisory, Mutual Funds, Retirement Planning, Series 7, Wealth Management, Equities, Financial Advisory, Management, Finance, Securities, Strategic Financial..., Portfolio Management, Financial Services, Public Speaking, Fixed Annuities, Mortgage Lending, FINRA, Life Insurance, Series 63, Financial Analysis, Insurance, Term Life Insurance, Small Business, Asset Managment, Series 65, Uniform Combined State..., IRAs, 401k, Wealth Management..., Cash Management, Investment Strategies, Retirement, Hedge Funds, Risk Management, Relationship Management, Financial Planners, Series 6, Estate Planning, Asset Allocation, High Net Worth..., Series 24, 401k Rollovers, Alternative Investments, Commercial Banking, Financial Modeling, Bonds, Wealth, ETFs, Banking
Education
SECURITIES AND STATE LICENSES 1985 — 2010
Securities, Insurance/life and health, options, and commodities Licensed, Advanced Financial and Retirement, Commodities, and Insurance Course
American University 1999 — 1999
Estate Planning Course
University of Alaska Fairbanks 1982 — 1983
Associate Arts Degree, Liberal Arts and Sciences/Liberal Studies
Wichita State University 1966 — 1966
Accounting Course
Stephens College, Columbia, MO 1962 — 1964
AA, Liberal Arts
Vonna Husby and Associates, LLC/Raymond James Fin. Services, Inc. July 2003 - Present
Morgan Stanley 1986 - May 2003
Shearson American Express 1983 - 1985
The Boeing Company 1968 - 1970
Skills
Investments, Investment Advisory, Mutual Funds, Retirement Planning, Series 7, Wealth Management, Equities, Financial Advisory, Management, Finance, Securities, Strategic Financial..., Portfolio Management, Financial Services, Public Speaking, Fixed Annuities, Mortgage Lending, FINRA, Life Insurance, Series 63, Financial Analysis, Insurance, Term Life Insurance, Small Business, Asset Managment, Series 65, Uniform Combined State..., IRAs, 401k, Wealth Management..., Cash Management, Investment Strategies, Retirement, Hedge Funds, Risk Management, Relationship Management, Financial Planners, Series 6, Estate Planning, Asset Allocation, High Net Worth..., Series 24, 401k Rollovers, Alternative Investments, Commercial Banking, Financial Modeling, Bonds, Wealth, ETFs, Banking
Education
SECURITIES AND STATE LICENSES 1985 — 2010
Securities, Insurance/life and health, options, and commodities Licensed, Advanced Financial and Retirement, Commodities, and Insurance Course
American University 1999 — 1999
Estate Planning Course
University of Alaska Fairbanks 1982 — 1983
Associate Arts Degree, Liberal Arts and Sciences/Liberal Studies
Wichita State University 1966 — 1966
Accounting Course
Stephens College, Columbia, MO 1962 — 1964
AA, Liberal Arts
Ram Prasanna's Morgan Stanley Experience September 2010 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
Credit Suisse First Boston April 2010 - September 2010
Duke Energy December 2007 - March 2010
Freddie Mac June 2006 - December 2007
Skills
Sybase, Perl, Software Development, Oracle, Requirements Analysis, Software Project..., Autosys, DB2, Business Analysis, Production Support, Web Services, HTML, SharePoint, Visio, Testing, Korn Shell, UNIX, XML, PL/SQL, Microsoft SQL Server, service now, Visual Basic, Apache web server, MySQL, TSQL, C, Mainframe, SunSolaris, Toad, clear case, clear quest, Ganglia, INC Remedy, Aquadata, Hummingbird Exceed, Microsoft Reporting..., MS Project, data synapse, visual source safe, VCS, Windows NT, TCP, FIX, SWIFT, IIS, Project Management, Project Planning, Microsoft Project, Microsoft Office, Scrum
Education
New Jersey Institute of Technology 2005 — 2007
MS, Computer Sciences
Amity Business School 2002 — 2005
MCA, Master of Computer Applications
Delhi University 1998 — 2001
BS, Mathematics(Hons)
Morgan Stanley September 2010 - Present
Credit Suisse First Boston April 2010 - September 2010
Duke Energy December 2007 - March 2010
Freddie Mac June 2006 - December 2007
Skills
Sybase, Perl, Software Development, Oracle, Requirements Analysis, Software Project..., Autosys, DB2, Business Analysis, Production Support, Web Services, HTML, SharePoint, Visio, Testing, Korn Shell, UNIX, XML, PL/SQL, Microsoft SQL Server, service now, Visual Basic, Apache web server, MySQL, TSQL, C, Mainframe, SunSolaris, Toad, clear case, clear quest, Ganglia, INC Remedy, Aquadata, Hummingbird Exceed, Microsoft Reporting..., MS Project, data synapse, visual source safe, VCS, Windows NT, TCP, FIX, SWIFT, IIS, Project Management, Project Planning, Microsoft Project, Microsoft Office, Scrum
Education
New Jersey Institute of Technology 2005 — 2007
MS, Computer Sciences
Amity Business School 2002 — 2005
MCA, Master of Computer Applications
Delhi University 1998 — 2001
BS, Mathematics(Hons)
Liz Woodman Liz Woodman's Morgan Stanley Experience October 2013 - February 2015
Job Research Analyst at Johns Hopkins University
Industry Hospital & Health Care
Experience
Johns Hopkins University March 2015 - Present
Morgan Stanley October 2013 - February 2015
T. Rowe Price September 2010 - September 2013
T. Rowe Price September 2010 - March 2012
National Association of Community Health Centers May 2010 - September 2010
Skills
Mutual Funds, Project Management, Marketing Communications, Series 7, Series 63, Writing, Microsoft Excel, Adobe Professional, Financial Analysis, Financial Accounting, Equity Derivatives, Client Services
Education
American University 2005 — 2009
Bachelor of Arts (B.A.), Law
Northwood School 2001 — 2005
Johns Hopkins University March 2015 - Present
Morgan Stanley October 2013 - February 2015
T. Rowe Price September 2010 - September 2013
T. Rowe Price September 2010 - March 2012
National Association of Community Health Centers May 2010 - September 2010
Skills
Mutual Funds, Project Management, Marketing Communications, Series 7, Series 63, Writing, Microsoft Excel, Adobe Professional, Financial Analysis, Financial Accounting, Equity Derivatives, Client Services
Education
American University 2005 — 2009
Bachelor of Arts (B.A.), Law
Northwood School 2001 — 2005
Phil Deutch Phil Deutch's Morgan Stanley Experience September 1986 - July 1988
Job Board Member at TPI Composites, Inc.
Industry Venture Capital & Private Equity
Experience
NGP Energy Technology Partners Board MemberSatcon Technology CorporationDecember 2007 - Present
TPI Composites, Inc. 2007 - Present
Evergreen Solar 2003 - 2006
Perseus September 1997 - March 2005
Williams & Connolly LLP September 1991 - March 1997
Morgan Stanley September 1986 - July 1988
Skills
Investments, Mergers, Venture Capital, Economics, Energy, Energy Management, Mergers & Acquisitions, Corporate Development, Cleantech, Wind, Start-ups, LBO, Financial Modeling, Renewable Energy, Private Equity, Management, Investment Banking, Due Diligence
Education
Stanford University Law School 1989 — 1991
JD
Amherst College 1982 — 1986
BA, Economics
NGP Energy Technology Partners Board MemberSatcon Technology CorporationDecember 2007 - Present
TPI Composites, Inc. 2007 - Present
Evergreen Solar 2003 - 2006
Perseus September 1997 - March 2005
Williams & Connolly LLP September 1991 - March 1997
Morgan Stanley September 1986 - July 1988
Skills
Investments, Mergers, Venture Capital, Economics, Energy, Energy Management, Mergers & Acquisitions, Corporate Development, Cleantech, Wind, Start-ups, LBO, Financial Modeling, Renewable Energy, Private Equity, Management, Investment Banking, Due Diligence
Education
Stanford University Law School 1989 — 1991
JD
Amherst College 1982 — 1986
BA, Economics
Brad Backus's Morgan Stanley Experience February 2006 - August 2008
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management September 2009 - Present
Morgan Stanley Private Wealth Management August 2008 - September 2009
Morgan Stanley February 2006 - August 2008
BB&T Capital Markets May 2004 - September 2004
Skills
Portfolio Management, Financial Modeling, Equities, Fixed Income, Hedge Funds, Finance, Investment Banking, Investments, Bonds, Asset Allocation, Financial Analysis, Valuation
Education
Amherst College 2002 — 2005
BA, English
Colgate University 2001 — 2002
Morgan Stanley Private Wealth Management September 2009 - Present
Morgan Stanley Private Wealth Management August 2008 - September 2009
Morgan Stanley February 2006 - August 2008
BB&T Capital Markets May 2004 - September 2004
Skills
Portfolio Management, Financial Modeling, Equities, Fixed Income, Hedge Funds, Finance, Investment Banking, Investments, Bonds, Asset Allocation, Financial Analysis, Valuation
Education
Amherst College 2002 — 2005
BA, English
Colgate University 2001 — 2002
Suzyn Jackson Gonzalez Suzyn Jackson Gonzalez's Morgan Stanley Experience July 2015 - Present
Job Bank Technology Governance at Morgan Stanley
Industry Writing and Editing
Experience
Morgan Stanley July 2015 - Present
Suzyn J. Gonzalez 2000 - Present
Morgan Stanley Bank, N.A. August 2014 - July 2015
Morgan Stanley November 2009 - August 2014
Lockheed Martin Information Technology December 2008 - October 2009
Morgan Stanley June 2000 - November 2008
Skills
Copywriting, Software Documentation, Editing, Technical Writing, Technical Documentation, Project Management, Writing, Training, Content Strategy, SharePoint, Online Help, Creative Writing, Adobe Acrobat, Business Analysis, CRM, Web Content, Content Development, Technical Training, Training Delivery, User Interface Design, Copy Editing, Knitting, Leadership, Business Communications, Corporate Communications, Presentation Development, Board Presentations, Corporate Governance, IT Governance, Policy Analysis, Policy Writing, Procedure Development, Procedure Creation, SharePoint Designer, Documentation, Documentum, Document Design, Template Design, Information Management, Information Design, Information..., Information Graphics, Web Editing, Policy, Recruiting, College Recruiting, Report Writing, Management
Education
Amherst College 1992 — 1996
BA, Theater
Morgan Stanley July 2015 - Present
Suzyn J. Gonzalez 2000 - Present
Morgan Stanley Bank, N.A. August 2014 - July 2015
Morgan Stanley November 2009 - August 2014
Lockheed Martin Information Technology December 2008 - October 2009
Morgan Stanley June 2000 - November 2008
Skills
Copywriting, Software Documentation, Editing, Technical Writing, Technical Documentation, Project Management, Writing, Training, Content Strategy, SharePoint, Online Help, Creative Writing, Adobe Acrobat, Business Analysis, CRM, Web Content, Content Development, Technical Training, Training Delivery, User Interface Design, Copy Editing, Knitting, Leadership, Business Communications, Corporate Communications, Presentation Development, Board Presentations, Corporate Governance, IT Governance, Policy Analysis, Policy Writing, Procedure Development, Procedure Creation, SharePoint Designer, Documentation, Documentum, Document Design, Template Design, Information Management, Information Design, Information..., Information Graphics, Web Editing, Policy, Recruiting, College Recruiting, Report Writing, Management
Education
Amherst College 1992 — 1996
BA, Theater
Raynard Scott Raynard Scott's Morgan Stanley Experience 2007 - 2008
Job Senior Account Manager at Carmack Insurance
Industry Insurance
Experience
CARMACK INSURANCE GROUP November 2013 - Present
Prudential Financial 2013 - 2014
RP Scott Insurance Services, LLC. (Horace Mann) 2009 - 2013
BB&T 2008 - 2009
Bankers Life Insurance Company 2008 - 2008
Morgan Stanley 2007 - 2008
Morgan Stanley 2007 - 2008
MicroManos 2002 - 2006
Rich Insurance Agency, Inc. 2001 - 2003
CODECORRECT 2000 - 2001
Skills
Sales, Customer Service, Account Management, New Business Development, Marketing, Sales Management, Leadership, Insurance, Microsoft Office, Management, Strategic Planning, Cross-functional Team..., Leadership Development, Supply Chain Management, Finance, Investments, Coaching, Contract Negotiation, Organizational..., Business Development, Entrepreneurship, Event Management, Healthcare, Healthcare Management, Continuous Improvement, Key Account Development, Team Leadership, Project Management, Lead Generation, Negotiation, Marketing Strategy, Business Strategy, Team Building, Program Management, Public Speaking, Financial Analysis, Financial Planning, Risk Management, Series 7, Small Business, Social Media, Event Planning, Training, Banking, Public Relations, Strategy, Process Improvement, Social Media Marketing, Financial Services, Employee Benefits
Education
The Tuck School of Business at Dartmouth 2006 — 2007
Business, Management, Marketing, and Related Support Services
American University 1977 — 1979
Sociology and Psychology
Washington and Lee University 1974 — 1977
Sociology and Psychology
Frederick High School, Frederick Maryland 1970 — 1974
CARMACK INSURANCE GROUP November 2013 - Present
Prudential Financial 2013 - 2014
RP Scott Insurance Services, LLC. (Horace Mann) 2009 - 2013
BB&T 2008 - 2009
Bankers Life Insurance Company 2008 - 2008
Morgan Stanley 2007 - 2008
Morgan Stanley 2007 - 2008
MicroManos 2002 - 2006
Rich Insurance Agency, Inc. 2001 - 2003
CODECORRECT 2000 - 2001
Skills
Sales, Customer Service, Account Management, New Business Development, Marketing, Sales Management, Leadership, Insurance, Microsoft Office, Management, Strategic Planning, Cross-functional Team..., Leadership Development, Supply Chain Management, Finance, Investments, Coaching, Contract Negotiation, Organizational..., Business Development, Entrepreneurship, Event Management, Healthcare, Healthcare Management, Continuous Improvement, Key Account Development, Team Leadership, Project Management, Lead Generation, Negotiation, Marketing Strategy, Business Strategy, Team Building, Program Management, Public Speaking, Financial Analysis, Financial Planning, Risk Management, Series 7, Small Business, Social Media, Event Planning, Training, Banking, Public Relations, Strategy, Process Improvement, Social Media Marketing, Financial Services, Employee Benefits
Education
The Tuck School of Business at Dartmouth 2006 — 2007
Business, Management, Marketing, and Related Support Services
American University 1977 — 1979
Sociology and Psychology
Washington and Lee University 1974 — 1977
Sociology and Psychology
Frederick High School, Frederick Maryland 1970 — 1974
Nicol Zhou's Morgan Stanley Experience 2009 - 2009
Job Project Leader at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group January 2015 - Present
The Boston Consulting Group 2012 - 2014
The Boston Consulting Group 2010 - 2012
Morgan Stanley 2009 - 2009
Singapore Armed Forces 2003 - 2006
Skills
Strategy, Management Consulting, Corporate Development, Public Speaking, Market Research, Data Analysis, Business Strategy, Private Equity, Market Entry, PowerPoint, Consumer Insight, Excel, SPSS, Project Coordination, Project Management, Acquisition Integration
Education
Amherst College 2006 — 2010
BA, Political Science (magna cum laude) and Psychology
Anglo-Chinese Junior College 2002 — 2003
A Levels
The Boston Consulting Group January 2015 - Present
The Boston Consulting Group 2012 - 2014
The Boston Consulting Group 2010 - 2012
Morgan Stanley 2009 - 2009
Singapore Armed Forces 2003 - 2006
Skills
Strategy, Management Consulting, Corporate Development, Public Speaking, Market Research, Data Analysis, Business Strategy, Private Equity, Market Entry, PowerPoint, Consumer Insight, Excel, SPSS, Project Coordination, Project Management, Acquisition Integration
Education
Amherst College 2006 — 2010
BA, Political Science (magna cum laude) and Psychology
Anglo-Chinese Junior College 2002 — 2003
A Levels
Herb Hoffman's Morgan Stanley Experience November 2001 - September 2004
Job First Vice President Wealth Management Wealth Advisor UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. September 2004 - Present
Morgan Stanley November 2001 - September 2004
C.E. Unterberg, Towbin January 1999 - November 2001
Dominick & Dominick LLC 1997 - January 1999
Kalb Voorhis and Co. 1975 - 1997
Education
American University 1974 — 1978
BS/BA, Business Administration
Horace Mann School
UBS Financial Services Inc. September 2004 - Present
Morgan Stanley November 2001 - September 2004
C.E. Unterberg, Towbin January 1999 - November 2001
Dominick & Dominick LLC 1997 - January 1999
Kalb Voorhis and Co. 1975 - 1997
Education
American University 1974 — 1978
BS/BA, Business Administration
Horace Mann School
Christian Keane's Morgan Stanley Experience June 2007 - May 2010
Job Group Vice President, Corporate Development at Gartner
Industry Information Technology and Services
Experience
Gartner December 2014 - Present
Nokia April 2010 - November 2014
Morgan Stanley June 2007 - May 2010
AT&T 2005 - 2006
AT&T 2001 - 2005
Skills
Financial Analysis, Business Strategy, Negotiation, Venture Capital, Mergers, Corporate Development, Investor Relations, Telecommunications, Investment Banking, Valuation, Financial Modeling, Investments, Corporate Finance, Divestitures, M&A experience, Capital Markets, Due Diligence, Joint Ventures, Mergers & Acquisitions, Portfolio Management, Accounting, Strategic Financial..., Finance, Acquisitions, Private Equity, Strategy, Restructuring, Forecasting, Competitive Analysis, Acquisition Integration
Education
Harvard Business School
MBA
Amherst College
Bachelor's Degree
Gartner December 2014 - Present
Nokia April 2010 - November 2014
Morgan Stanley June 2007 - May 2010
AT&T 2005 - 2006
AT&T 2001 - 2005
Skills
Financial Analysis, Business Strategy, Negotiation, Venture Capital, Mergers, Corporate Development, Investor Relations, Telecommunications, Investment Banking, Valuation, Financial Modeling, Investments, Corporate Finance, Divestitures, M&A experience, Capital Markets, Due Diligence, Joint Ventures, Mergers & Acquisitions, Portfolio Management, Accounting, Strategic Financial..., Finance, Acquisitions, Private Equity, Strategy, Restructuring, Forecasting, Competitive Analysis, Acquisition Integration
Education
Harvard Business School
MBA
Amherst College
Bachelor's Degree
Jeff Sine's Morgan Stanley Experience 1986 - 2001
Job Partner at The Raine Group LLC
Industry Financial Services
Experience
The Raine Group LLC 2009 - Present
UBS Securities LLC 2001 - 2009
UBS Investment Bank 2001 - 2009
Morgan Stanley 1986 - 2001
Education
American University
B S, International Studies
University of Southern California Law School
Juris Doctor
The Raine Group LLC 2009 - Present
UBS Securities LLC 2001 - 2009
UBS Investment Bank 2001 - 2009
Morgan Stanley 1986 - 2001
Education
American University
B S, International Studies
University of Southern California Law School
Juris Doctor
Daniel Banyas's Morgan Stanley Experience 1990 - 1995
Job Test Lead Senior at Blue Cross and Blue Shield of Minnesota
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of Minnesota June 2012 - Present
IBM Global Business Services April 2010 - June 2012
Blue Cross Blue Shield of Minnesota April 2009 - April 2010
Concord USA January 2008 - April 2009
GMAC ResCap March 2005 - December 2007
America Online July 2001 - November 2005
Software AG November 1995 - July 2001
Morgan Stanley 1990 - 1995
Education
Amherst College 1986 — 1990
Blue Cross and Blue Shield of Minnesota June 2012 - Present
IBM Global Business Services April 2010 - June 2012
Blue Cross Blue Shield of Minnesota April 2009 - April 2010
Concord USA January 2008 - April 2009
GMAC ResCap March 2005 - December 2007
America Online July 2001 - November 2005
Software AG November 1995 - July 2001
Morgan Stanley 1990 - 1995
Education
Amherst College 1986 — 1990
Gol Ophir's Morgan Stanley Experience 1996 - 2007
Job Chief Information Risk Officer
Industry Financial Services
Experience
Global Institutional and Retail Bank June 2015 - Present
Ophir & Associates January 2014 - Present
Major U.S. Audit and Consulting Firm March 2015 - June 2015
Merck January 2014 - October 2014
Bridgewater Associates October 2010 - September 2013
JPMorgan Chase 2008 - October 2010
Morgan Stanley 1996 - 2007
Clifford Chance (formerly Rogers & Wells) September 1991 - January 1996
Skills
Security, Risk Management, Operational Efficiency, Governance, Financial Management, Business Continuity, Information Security, Managerial Finance, Program Management, IT Strategy, Risk Assessment, Financial Risk, Strategy, Vendor Management, Business Development, Outsourcing, Finance, Strategic Planning, Executive Management, Financial Services, Corporate Finance, Auditing, Portfolio Management, IT Service Management, ITIL, Business Transformation, Leadership, Management, Disaster Recovery
Education
Amherst College
Bachelor of Arts (BA)
Northwestern University School of Law
J.D.
Global Institutional and Retail Bank June 2015 - Present
Ophir & Associates January 2014 - Present
Major U.S. Audit and Consulting Firm March 2015 - June 2015
Merck January 2014 - October 2014
Bridgewater Associates October 2010 - September 2013
JPMorgan Chase 2008 - October 2010
Morgan Stanley 1996 - 2007
Clifford Chance (formerly Rogers & Wells) September 1991 - January 1996
Skills
Security, Risk Management, Operational Efficiency, Governance, Financial Management, Business Continuity, Information Security, Managerial Finance, Program Management, IT Strategy, Risk Assessment, Financial Risk, Strategy, Vendor Management, Business Development, Outsourcing, Finance, Strategic Planning, Executive Management, Financial Services, Corporate Finance, Auditing, Portfolio Management, IT Service Management, ITIL, Business Transformation, Leadership, Management, Disaster Recovery
Education
Amherst College
Bachelor of Arts (BA)
Northwestern University School of Law
J.D.
Hadi Harake's Morgan Stanley Experience February 2013 - March 2014
Job MBA Candidate at University of Chicago Booth School of Business
Industry Financial Services
Experience
Morgan Stanley February 2013 - March 2014
Morgan Stanley August 2011 - February 2013
Morgan Stanley March 2008 - July 2011
BMB Investment Bank January 2007 - February 2008
Skills
Value Investing, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Investments, Risk Management, Equity Research, Private Equity
Education
American University of Beirut
BBA, Finance & Accounting
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Morgan Stanley February 2013 - March 2014
Morgan Stanley August 2011 - February 2013
Morgan Stanley March 2008 - July 2011
BMB Investment Bank January 2007 - February 2008
Skills
Value Investing, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Investments, Risk Management, Equity Research, Private Equity
Education
American University of Beirut
BBA, Finance & Accounting
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Andrew Siegel's Morgan Stanley Experience June 2000 - April 2004
Job Partner, Chief Compliance Officer and Chief Regulatory Counsel at Perella Weinberg Partners LP
Industry Financial Services
Experience
Perella Weinberg Partners LP August 2007 - Present
Stanfield Capital Partners LLC May 2004 - July 2007
Morgan Stanley June 2000 - April 2004
Shearman & Sterling September 1994 - May 2000
Skills
Private Equity, Hedge Funds, Mergers, Structured Products, Securities Regulation, Investment Banking, Alternative Investments, Mergers & Acquisitions, Corporate Governance, Investments, Equities, Securities, Corporate Law, Due Diligence, Corporate Finance, Joint Ventures, Venture Capital, Asset Management, Structured Finance, Portfolio Management, IPO, Finance, Fund Of Funds, Capital Markets, Restructuring
Education
American University, Washington College of Law 1991 — 1994
J.D.
Tufts University 1984 — 1988
B.A., Political Science
London School of Economics and Political Science 1986 — 1987
General Course
Kingswood-Oxford School 1980 — 1984
High School
Perella Weinberg Partners LP August 2007 - Present
Stanfield Capital Partners LLC May 2004 - July 2007
Morgan Stanley June 2000 - April 2004
Shearman & Sterling September 1994 - May 2000
Skills
Private Equity, Hedge Funds, Mergers, Structured Products, Securities Regulation, Investment Banking, Alternative Investments, Mergers & Acquisitions, Corporate Governance, Investments, Equities, Securities, Corporate Law, Due Diligence, Corporate Finance, Joint Ventures, Venture Capital, Asset Management, Structured Finance, Portfolio Management, IPO, Finance, Fund Of Funds, Capital Markets, Restructuring
Education
American University, Washington College of Law 1991 — 1994
J.D.
Tufts University 1984 — 1988
B.A., Political Science
London School of Economics and Political Science 1986 — 1987
General Course
Kingswood-Oxford School 1980 — 1984
High School
Lee McPherson's Morgan Stanley Experience June 1997 - May 2003
Job Managing Member at Kennedy Development
Industry Real Estate
Experience
Kennedy Development January 2003 - Present
Morgan Stanley June 1997 - May 2003
GA Kraut 1995 - 1997
Spear Leeds and Kellogg January 1993 - June 1995
CNBC April 1992 - June 1993
United States Senate, Senator J. Bennett Johnston (La) August 1987 - October 1988
Skills
Investments, Real Estate Development, Investment Properties, Fixed Income, Real Estate
Education
American University - Kogod School of Business 1988 — 1991
MBA, Finance
Washington University in St. Louis 1983 — 1987
Economics
Masters School 1980 — 1983
High school, Masters School
Washington University in St. Louis
BA economics
Kennedy Development January 2003 - Present
Morgan Stanley June 1997 - May 2003
GA Kraut 1995 - 1997
Spear Leeds and Kellogg January 1993 - June 1995
CNBC April 1992 - June 1993
United States Senate, Senator J. Bennett Johnston (La) August 1987 - October 1988
Skills
Investments, Real Estate Development, Investment Properties, Fixed Income, Real Estate
Education
American University - Kogod School of Business 1988 — 1991
MBA, Finance
Washington University in St. Louis 1983 — 1987
Economics
Masters School 1980 — 1983
High school, Masters School
Washington University in St. Louis
BA economics
Jim Hayes's Morgan Stanley Experience July 1993 - July 1995
Job Portfolio Manager at Fidelity Management & Research
Industry Investment Management
Experience
Fidelity Investments July 2007 - Present
Hunter Global Investments 2003 - July 2007
Bowman Capital 2001 - 2002
Bain & Company 1995 - 1998
Morgan Stanley July 1993 - July 1995
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, International Investment Management
Amherst College 1989 — 1993
Wharton School, University of Pennsylvania
Fidelity Investments July 2007 - Present
Hunter Global Investments 2003 - July 2007
Bowman Capital 2001 - 2002
Bain & Company 1995 - 1998
Morgan Stanley July 1993 - July 1995
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, International Investment Management
Amherst College 1989 — 1993
Wharton School, University of Pennsylvania
Rebecca Silverman's Morgan Stanley Experience May 2005 - August 2005
Job Vice President Talent Development, Private Banking and Wealth Management
Industry Banking
Experience
Credit Suisse June 2014 - Present
Credit Suisse April 2011 - June 2014
Bank of America June 2006 - April 2011
Horizon Properties, Real Estate Investment Company May 2005 - April 2006
Morgan Stanley May 2005 - August 2005
Skills
Asset Management, Asset Managment, Banking, Business Analysis, Financial Modeling, Investments, Management, Portfolio Management, Private Banking
Education
American University - Kogod School of Business 2002 — 2006
BS Finance and Economics, Graduated Cum Laude - Recipient, Dean’s Scholarship
John Cabot University - Study Abroad 2004 — 2004
Credit Suisse June 2014 - Present
Credit Suisse April 2011 - June 2014
Bank of America June 2006 - April 2011
Horizon Properties, Real Estate Investment Company May 2005 - April 2006
Morgan Stanley May 2005 - August 2005
Skills
Asset Management, Asset Managment, Banking, Business Analysis, Financial Modeling, Investments, Management, Portfolio Management, Private Banking
Education
American University - Kogod School of Business 2002 — 2006
BS Finance and Economics, Graduated Cum Laude - Recipient, Dean’s Scholarship
John Cabot University - Study Abroad 2004 — 2004
Matthew Mo's Morgan Stanley Experience June 2014 - Present
Job Stanford MBA/MS in Energy
Industry Oil & Energy
Experience
Morgan Stanley June 2014 - Present
Eos 2013 - 2013
Marakon September 2011 - August 2012
Marakon September 2006 - September 2011
Documentum May 2004 - August 2004
Skills
Management Consulting, Business Strategy, Sustainability, Strategy, Start-ups, Energy, Business Development, Financial Modeling, Project Management, Finance, Economics, Entrepreneurship, Strategic Consulting, Valuation, Strategic Planning, Corporate Development, Organizational Design
Education
Stanford 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Stanford 2012 — 2014
Joint MS, Environment and Resources
Amherst College 2002 — 2006
Bachelor of Arts, Physics and History
Miramonte High School 1998 — 2002
Morgan Stanley June 2014 - Present
Eos 2013 - 2013
Marakon September 2011 - August 2012
Marakon September 2006 - September 2011
Documentum May 2004 - August 2004
Skills
Management Consulting, Business Strategy, Sustainability, Strategy, Start-ups, Energy, Business Development, Financial Modeling, Project Management, Finance, Economics, Entrepreneurship, Strategic Consulting, Valuation, Strategic Planning, Corporate Development, Organizational Design
Education
Stanford 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Stanford 2012 — 2014
Joint MS, Environment and Resources
Amherst College 2002 — 2006
Bachelor of Arts, Physics and History
Miramonte High School 1998 — 2002
David Bailin's Morgan Stanley Experience 1981 - 1983
Job Managing Director and Global Head of Managed Investments at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank November 2009 - Present
Morgan Stanley 1981 - 1983
Morgan Stanley 1981 - 1983
Morgan Stanley 1981 - 1983
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA)
Amherst College 1977 — 1981
Bachelor of Arts (B.A.), Economics and Political Science
Citi Private Bank November 2009 - Present
Morgan Stanley 1981 - 1983
Morgan Stanley 1981 - 1983
Morgan Stanley 1981 - 1983
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA)
Amherst College 1977 — 1981
Bachelor of Arts (B.A.), Economics and Political Science
Brendan Powers's Morgan Stanley Experience 2010 - 2014
Job Portfolio Manager Hedge Fund Industry
Industry Financial Services
Experience
Hedge Fund Industry 2014 - Present
Morgan Stanley 2010 - 2014
Skills
Series 7, Series 63, Series 55
Education
Amherst College 2005 — 2009
The Roxbury Latin School 1999 — 2005
Hedge Fund Industry 2014 - Present
Morgan Stanley 2010 - 2014
Skills
Series 7, Series 63, Series 55
Education
Amherst College 2005 — 2009
The Roxbury Latin School 1999 — 2005
William Thum's Morgan Stanley Experience April 1998 - October 2007
Job Principal at Vanguard
Industry Investment Management
Experience
Vanguard June 2010 - Present
Fried Frank February 2008 - June 2010
Morgan Stanley April 1998 - October 2007
Skills
Derivatives, Exchange Traded..., ISDA negotiations, ISDA
Education
American University Washington College of Law 1982 — 1985
J.D., International Law
Bucknell University 1978 — 1982
BA, International Relations & Economics
Vanguard June 2010 - Present
Fried Frank February 2008 - June 2010
Morgan Stanley April 1998 - October 2007
Skills
Derivatives, Exchange Traded..., ISDA negotiations, ISDA
Education
American University Washington College of Law 1982 — 1985
J.D., International Law
Bucknell University 1978 — 1982
BA, International Relations & Economics
Stacey Mallon's Morgan Stanley Experience September 2006 - May 2007
Job Manager at ICF International
Industry Airlines/Aviation
Experience
ICF International January 2014 - Present
ICF SH&E January 2012 - January 2014
Infrastructure Management Group May 2007 - November 2009
Morgan Stanley September 2006 - May 2007
Embassy of Mexico July 2006 - December 2006
The Wall Street Journal September 2005 - December 2005
Skills
Financial Modeling, Airports, Aviation, Commercial Aviation, Business Process..., Corporate Finance, Economic Impact, Benchmarking, Procurement, SQL, Microsoft Excel, Strategic Planning, Strategic Financial..., Performance Measurement, Consulting, Management Consulting, Business Development, Program Management, Process Improvement, Strategy, Data Analysis, Financial Analysis, Management, Analysis
Education
The Johns Hopkins University - Carey Business School 2010 — 2011
MBA, Finance
American University - Kogod School of Business 2003 — 2007
B.S., Business Administration, Economics
ICF International January 2014 - Present
ICF SH&E January 2012 - January 2014
Infrastructure Management Group May 2007 - November 2009
Morgan Stanley September 2006 - May 2007
Embassy of Mexico July 2006 - December 2006
The Wall Street Journal September 2005 - December 2005
Skills
Financial Modeling, Airports, Aviation, Commercial Aviation, Business Process..., Corporate Finance, Economic Impact, Benchmarking, Procurement, SQL, Microsoft Excel, Strategic Planning, Strategic Financial..., Performance Measurement, Consulting, Management Consulting, Business Development, Program Management, Process Improvement, Strategy, Data Analysis, Financial Analysis, Management, Analysis
Education
The Johns Hopkins University - Carey Business School 2010 — 2011
MBA, Finance
American University - Kogod School of Business 2003 — 2007
B.S., Business Administration, Economics
Elliott DeLoach's Morgan Stanley Experience July 1996 - July 1998
Job
Industry Consumer Goods
Experience
Annie's Inc. 2008 - 2012
Solera Capital 2002 - 2007
Aurora Capital Group July 1998 - August 2000
Morgan Stanley July 1996 - July 1998
Skills
Private Equity, Mergers, Venture Capital, IPO, Strategic Planning, Cross-functional Team..., Restructuring
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Amherst College
Bachelor of Arts (B.A.) cum laude, Chemistry
The Hotchkiss School
Annie's Inc. 2008 - 2012
Solera Capital 2002 - 2007
Aurora Capital Group July 1998 - August 2000
Morgan Stanley July 1996 - July 1998
Skills
Private Equity, Mergers, Venture Capital, IPO, Strategic Planning, Cross-functional Team..., Restructuring
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Amherst College
Bachelor of Arts (B.A.) cum laude, Chemistry
The Hotchkiss School
Michele Davis's Morgan Stanley Experience June 2013 - Present
Job Global Head of Corporate Affairs, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Brunswick Group March 2009 - May 2013
US Treasury October 2006 - January 2009
White House 2005 - 2006
Fannie Mae 2003 - 2005
Education
American University 1989 — 1991
MA/ABD, Economics
Georgetown University 1984 — 1988
BSFS
Morgan Stanley June 2013 - Present
Brunswick Group March 2009 - May 2013
US Treasury October 2006 - January 2009
White House 2005 - 2006
Fannie Mae 2003 - 2005
Education
American University 1989 — 1991
MA/ABD, Economics
Georgetown University 1984 — 1988
BSFS
Tyler Kelly's Morgan Stanley Experience September 2005 - February 2008
Job Investment Specialist at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank June 2013 - Present
Citi 2011 - June 2013
Morse Williams & Co. March 2008 - June 2009
Morgan Stanley September 2005 - February 2008
Education
Amherst College 2001 — 2005
B.A.
Citi Private Bank June 2013 - Present
Citi 2011 - June 2013
Morse Williams & Co. March 2008 - June 2009
Morgan Stanley September 2005 - February 2008
Education
Amherst College 2001 — 2005
B.A.
Matthew Levin's Morgan Stanley Experience October 1998 - April 2006
Job Executive Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan March 2010 - Present
Janney Montgomery Scott January 2009 - March 2010
Goldman Sachs April 2006 - January 2009
Morgan Stanley October 1998 - April 2006
Prudential Securities 1997 - 1998
Skills
Capital Markets, Fixed Income, Bonds, Investment Banking, Series 7, Derivatives, Series 63, Public Finance, Municipal Bonds, Project Finance, Swaps, Series 53, Series 24, Hedging, Financial Modeling, Interest Rate..., Securities, Financial Markets, Credit Analysis, Debt Restructuring, Due Diligence, Credit, Banking, Corporate Finance, Financial Services, Credit Risk, Finance, Financial Structuring
Education
American University 1995 — 1996
MPA, Public Administration
The George Washington University 1987 — 1991
BA, Political Science
JP Morgan March 2010 - Present
Janney Montgomery Scott January 2009 - March 2010
Goldman Sachs April 2006 - January 2009
Morgan Stanley October 1998 - April 2006
Prudential Securities 1997 - 1998
Skills
Capital Markets, Fixed Income, Bonds, Investment Banking, Series 7, Derivatives, Series 63, Public Finance, Municipal Bonds, Project Finance, Swaps, Series 53, Series 24, Hedging, Financial Modeling, Interest Rate..., Securities, Financial Markets, Credit Analysis, Debt Restructuring, Due Diligence, Credit, Banking, Corporate Finance, Financial Services, Credit Risk, Finance, Financial Structuring
Education
American University 1995 — 1996
MPA, Public Administration
The George Washington University 1987 — 1991
BA, Political Science
Sarah Easterly, CFA's Morgan Stanley Experience September 2002 - January 2009
Job MBS Trader
Industry Financial Services
Experience
RBC Capital Markets July 2010 - March 2013
Morgan Stanley September 2002 - January 2009
Freddie Mac July 2001 - August 2002
Freddie Mac February 2000 - June 2001
Freddie Mac August 1998 - February 2000
Skills
Agency MBS, Structuring, Trading, Risk Management, Fixed Income, Capital Markets
Education
American University 1996 — 1998
MBA
Dickinson College
BA
RBC Capital Markets July 2010 - March 2013
Morgan Stanley September 2002 - January 2009
Freddie Mac July 2001 - August 2002
Freddie Mac February 2000 - June 2001
Freddie Mac August 1998 - February 2000
Skills
Agency MBS, Structuring, Trading, Risk Management, Fixed Income, Capital Markets
Education
American University 1996 — 1998
MBA
Dickinson College
BA
Michael (IM) Petrino's Morgan Stanley Experience May 2007 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2007 - Present
Education
The University of Chicago 1968 — 1970
MBA, Finance
Amherst College 1963 — 1968
BA, cum laude, Economics
Morgan Stanley May 2007 - Present
Education
The University of Chicago 1968 — 1970
MBA, Finance
Amherst College 1963 — 1968
BA, cum laude, Economics
Laszlo Fekete's Morgan Stanley Experience 2006 - 2008
Job
Industry Banking
Experience
OTP Bank April 2011 - Present
OTP Bank August 2009 - April 2011
Colliers International May 2008 - August 2009
Morgan Stanley 2006 - 2008
Education
Budapest Corvinus University 2010 — 2012
MSc
American University - Kogod School of Business 2005 — 2006
MSc
American University - Kogod School of Business 2001 — 2005
BSBA
OTP Bank April 2011 - Present
OTP Bank August 2009 - April 2011
Colliers International May 2008 - August 2009
Morgan Stanley 2006 - 2008
Education
Budapest Corvinus University 2010 — 2012
MSc
American University - Kogod School of Business 2005 — 2006
MSc
American University - Kogod School of Business 2001 — 2005
BSBA
Johnny Farraj's Morgan Stanley Experience April 2015 - Present
Job Senior IT Consultant at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2015 - Present
FXall January 2012 - February 2015
Credit Suisse February 2010 - January 2012
Credit Suisse 1998 - 2009
Skills
Java, Electronic Trading, FX Options, Trading Systems, SDLC, Agile Methodologies, Options, Investment Banking, Unix, SOA, Derivatives, SQL, Oracle, Capital Markets, Equities, Redis, NoSQL, Low Latency Trading, Management
Education
Rutgers University-New Brunswick 1988 — 1992
MS, Computer Engineering
American University of Beirut 1981 — 1985
BS, Electrical Engineering
Morgan Stanley April 2015 - Present
FXall January 2012 - February 2015
Credit Suisse February 2010 - January 2012
Credit Suisse 1998 - 2009
Skills
Java, Electronic Trading, FX Options, Trading Systems, SDLC, Agile Methodologies, Options, Investment Banking, Unix, SOA, Derivatives, SQL, Oracle, Capital Markets, Equities, Redis, NoSQL, Low Latency Trading, Management
Education
Rutgers University-New Brunswick 1988 — 1992
MS, Computer Engineering
American University of Beirut 1981 — 1985
BS, Electrical Engineering
Todd Shagin's Morgan Stanley Experience January 2014 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Northwestern Mutual July 2012 - July 2013
NGA Hooters Tour 2010 - 2012
Arrow Truck Sales September 2010 - October 2011
Skills
Series 63, Sales, Account Management, Marketing, Financial Analysis, Cold Calling, Salesforce.com, Investments, Insurance, Selling, Sales Process, Leadership, Social Networking, Social Media, New Business Development, PowerPoint, Event Planning, Finance, Management, Microsoft Excel, Microsoft Office, Social Media Marketing
Education
Rollins College 2005 — 2008
BA, Sociology
American University 2003 — 2005
psychology
Ridgewood High School 1999 — 2003
Morgan Stanley January 2014 - Present
Northwestern Mutual July 2012 - July 2013
NGA Hooters Tour 2010 - 2012
Arrow Truck Sales September 2010 - October 2011
Skills
Series 63, Sales, Account Management, Marketing, Financial Analysis, Cold Calling, Salesforce.com, Investments, Insurance, Selling, Sales Process, Leadership, Social Networking, Social Media, New Business Development, PowerPoint, Event Planning, Finance, Management, Microsoft Excel, Microsoft Office, Social Media Marketing
Education
Rollins College 2005 — 2008
BA, Sociology
American University 2003 — 2005
psychology
Ridgewood High School 1999 — 2003
Alison Lehner's Morgan Stanley Experience June 2008 - July 2010
Job Associate at Hogan Lovells
Industry Financial Services
Experience
Hogan Lovells October 2013 - Present
Hogan Lovells May 2012 - August 2012
Morgan Stanley June 2008 - July 2010
Education
American University, Washington College of Law 2010 — 2013
JD, Law
James Madison University 2004 — 2008
BBA, Economics and Finance
Hogan Lovells October 2013 - Present
Hogan Lovells May 2012 - August 2012
Morgan Stanley June 2008 - July 2010
Education
American University, Washington College of Law 2010 — 2013
JD, Law
James Madison University 2004 — 2008
BBA, Economics and Finance
Maria J. Chea's Morgan Stanley Experience January 2015 - May 2015
Job Consultant at Morgan Stanley
Industry Renewables & Environment
Experience
Morgan Stanley January 2015 - May 2015
GreenMax Capital Advisors August 2014 - December 2014
Center for Clean Air Policy May 2014 - August 2014
Inter-American Development Bank January 2011 - August 2013
Vice Presidency of Guatemala July 2009 - December 2009
Skills
Research, Spanish, Economic Development, Project Management, Financial Analysis, Renewable Energy, Energy Management, Decision Modeling, Financial Accounting, Program Evaluation, Capacity Building, Finance, International Relations, Business Development, Program Management, Financial Modeling, Public Policy, Economics, Policy Analysis
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration (MPA), Energy Management
American University 2006 — 2009
Bachelor's degree, International Relations and Economics, Cum Laude
Beijing International Studies University 2008 — 2008
Morgan Stanley January 2015 - May 2015
GreenMax Capital Advisors August 2014 - December 2014
Center for Clean Air Policy May 2014 - August 2014
Inter-American Development Bank January 2011 - August 2013
Vice Presidency of Guatemala July 2009 - December 2009
Skills
Research, Spanish, Economic Development, Project Management, Financial Analysis, Renewable Energy, Energy Management, Decision Modeling, Financial Accounting, Program Evaluation, Capacity Building, Finance, International Relations, Business Development, Program Management, Financial Modeling, Public Policy, Economics, Policy Analysis
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration (MPA), Energy Management
American University 2006 — 2009
Bachelor's degree, International Relations and Economics, Cum Laude
Beijing International Studies University 2008 — 2008
Dominick Lanzisera's Morgan Stanley Experience December 2006 - April 2015
Job Software Development Manager
Industry Financial Services
Experience
CME Group April 2015 - Present
Morgan Stanley December 2006 - April 2015
Morgan Stanley December 2000 - December 2006
Morgan Stanley August 2000 - December 2000
Jobin Yvon Horiba September 1997 - July 2000
University of Virginia October 1995 - September 1997
Skills
DB2, Software Development, Perl, SQL, Unix, Sybase, Databases, Database Design, Linux, Java, SDLC, DB2/SQL, Stored Procedures, Data Modeling, JCL, CICS, ADABAS, XML, Relational Databases, Mainframe, Unix Shell Scripting, Spring, Hibernate, Agile Project Management, WebSphere MQ, Agile Methodologies, Shell Scripting, Visual Basic, JIRA, .NET, Sybase ASE, VSAM, IBM Mainframe, TSO, Application Development, MVS, Programming, JavaScript, Spectroscopy, C, Perforce, Ant, MVC Architecture, Oracle PL/SQL..., JMS, Reference Data, Multithreaded...
Education
Columbia University in the City of New York 1990 — 1995
PhD, Chemistry
Amherst College 1986 — 1990
BA, Chemistry
CME Group April 2015 - Present
Morgan Stanley December 2006 - April 2015
Morgan Stanley December 2000 - December 2006
Morgan Stanley August 2000 - December 2000
Jobin Yvon Horiba September 1997 - July 2000
University of Virginia October 1995 - September 1997
Skills
DB2, Software Development, Perl, SQL, Unix, Sybase, Databases, Database Design, Linux, Java, SDLC, DB2/SQL, Stored Procedures, Data Modeling, JCL, CICS, ADABAS, XML, Relational Databases, Mainframe, Unix Shell Scripting, Spring, Hibernate, Agile Project Management, WebSphere MQ, Agile Methodologies, Shell Scripting, Visual Basic, JIRA, .NET, Sybase ASE, VSAM, IBM Mainframe, TSO, Application Development, MVS, Programming, JavaScript, Spectroscopy, C, Perforce, Ant, MVC Architecture, Oracle PL/SQL..., JMS, Reference Data, Multithreaded...
Education
Columbia University in the City of New York 1990 — 1995
PhD, Chemistry
Amherst College 1986 — 1990
BA, Chemistry
Justin Pitrack's Morgan Stanley Experience July 2003 - July 2006
Job Analyst at SAC Capital
Industry Investment Management
Experience
SAC Capital August 2010 - Present
Passport Capital June 2009 - August 2009
Macquarie Infrastructure Partners September 2006 - June 2008
Morgan Stanley July 2003 - July 2006
Skills
Investment Banking, Valuation, Bloomberg, Hedge Funds, Financial Modeling, Alternative Investments, Capital Markets, Corporate Finance, Emerging Markets, Equities, Equity Research
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance and Economics
Amherst College 1999 — 2003
BA, Economics and Spanish
SAC Capital August 2010 - Present
Passport Capital June 2009 - August 2009
Macquarie Infrastructure Partners September 2006 - June 2008
Morgan Stanley July 2003 - July 2006
Skills
Investment Banking, Valuation, Bloomberg, Hedge Funds, Financial Modeling, Alternative Investments, Capital Markets, Corporate Finance, Emerging Markets, Equities, Equity Research
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance and Economics
Amherst College 1999 — 2003
BA, Economics and Spanish
Edward Preble's Morgan Stanley Experience 2001 - 2005
Job Commercial Advisor National U.S based sales
Industry Dairy
Experience
Gloria February 2015 - Present
PebleFamily R inc. March 2012 - January 2015
PrebleFamilyR Inc 2009 - January 2015
Merrill Lynch 2006 - 2008
morgan stanley 2001 - 2005
Skills
Business Strategy, Strategic Planning, B2B Marketing, Corporate Development, Corporate Sales..., Sales, Consulting, People Skills, Executive Reporting, Consultative Sales..., Consultative Selling..., International Sales, International Project..., Finance, Fixed Income, Leadership, Strategy, Financial Modeling, Asset Management, Negotiation, Sales Management
Education
Florida International University 2012 — 2014
Master of Business Administration (MBA)
Florida International University - College of Business Administration 1999 — 2001
Bachelor of Business Administration (BBA), Finance, General
American University - Kogod School of Business 1992 — 1996
Bachelor of Business Administration (BBA), International Business
portsmouth abbey school 1987 — 1991
High School Diploma
Franklin Delano Roosevelt 1983 — 1987
Gloria February 2015 - Present
PebleFamily R inc. March 2012 - January 2015
PrebleFamilyR Inc 2009 - January 2015
Merrill Lynch 2006 - 2008
morgan stanley 2001 - 2005
Skills
Business Strategy, Strategic Planning, B2B Marketing, Corporate Development, Corporate Sales..., Sales, Consulting, People Skills, Executive Reporting, Consultative Sales..., Consultative Selling..., International Sales, International Project..., Finance, Fixed Income, Leadership, Strategy, Financial Modeling, Asset Management, Negotiation, Sales Management
Education
Florida International University 2012 — 2014
Master of Business Administration (MBA)
Florida International University - College of Business Administration 1999 — 2001
Bachelor of Business Administration (BBA), Finance, General
American University - Kogod School of Business 1992 — 1996
Bachelor of Business Administration (BBA), International Business
portsmouth abbey school 1987 — 1991
High School Diploma
Franklin Delano Roosevelt 1983 — 1987
Kamel Zaarouri's Morgan Stanley Experience April 2014 - Present
Job Technology Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Ericsson April 2012 - April 2014
CAE November 2010 - April 2012
Kiltech Inc/ SMARDT Inc February 2010 - November 2010
Skills
Agile Methodologies, Systems Engineering, Control Systems Design, Linux, Software Development
Education
Concordia University 2013 — 2015
Master of Business Administration (MBA)
McGill University 2008 — 2010
Master of Engineering (M.Eng.), Electrical Engineering
McGill University 2006 — 2008
Bachelor of Engineering (B.Eng.), Electrical Engineering
American University of Beirut 2004 — 2006
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
Morgan Stanley April 2014 - Present
Ericsson April 2012 - April 2014
CAE November 2010 - April 2012
Kiltech Inc/ SMARDT Inc February 2010 - November 2010
Skills
Agile Methodologies, Systems Engineering, Control Systems Design, Linux, Software Development
Education
Concordia University 2013 — 2015
Master of Business Administration (MBA)
McGill University 2008 — 2010
Master of Engineering (M.Eng.), Electrical Engineering
McGill University 2006 — 2008
Bachelor of Engineering (B.Eng.), Electrical Engineering
American University of Beirut 2004 — 2006
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
Bob Murthy's Morgan Stanley Experience June 2007 - May 2015
Job Sr. VP at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Morgan Stanley June 2007 - May 2015
Ubs 2004 - 2007
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investments, Strategic Financial..., Investment Advisory, Series 63, Retirement, Portfolio Management, Investment Strategies, Securities, Financial Advisory, Estate Planning, CIMA, CRPS
Education
Amherst College 1990 — 1994
AB, Economics
Hawken School 1977 — 1990
High School
Wells Fargo Advisors May 2015 - Present
Morgan Stanley June 2007 - May 2015
Ubs 2004 - 2007
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investments, Strategic Financial..., Investment Advisory, Series 63, Retirement, Portfolio Management, Investment Strategies, Securities, Financial Advisory, Estate Planning, CIMA, CRPS
Education
Amherst College 1990 — 1994
AB, Economics
Hawken School 1977 — 1990
High School
Lisa Rubinger's Morgan Stanley Experience July 2007 - March 2010
Job Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank March 2014 - Present
Deutsche Bank June 2010 - March 2014
Morgan Stanley July 2007 - March 2010
Education
Amherst College 2003 — 2007
UBS Investment Bank March 2014 - Present
Deutsche Bank June 2010 - March 2014
Morgan Stanley July 2007 - March 2010
Education
Amherst College 2003 — 2007
Jenifer Shapiro's Morgan Stanley Experience September 1999 - January 2001
Job Manager, Valuation Services, Inc.
Industry Financial Services
Experience
Stout Risius Ross January 2012 - February 2013
Valuation Services, Inc. August 2006 - August 2010
UBS Global Asset Management May 2002 - July 2003
Citigroup Asset Management April 2001 - May 2002
Morgan Stanley September 1999 - January 2001
Education
American University 2004 — 2006
MA, International Affairs
American University - Kogod School of Business 2004 — 2006
MBA, Finance
Tufts University 1995 — 1999
BA, International Relations
Scarborough High School 1991 — 1995
HS Diploma
Stout Risius Ross January 2012 - February 2013
Valuation Services, Inc. August 2006 - August 2010
UBS Global Asset Management May 2002 - July 2003
Citigroup Asset Management April 2001 - May 2002
Morgan Stanley September 1999 - January 2001
Education
American University 2004 — 2006
MA, International Affairs
American University - Kogod School of Business 2004 — 2006
MBA, Finance
Tufts University 1995 — 1999
BA, International Relations
Scarborough High School 1991 — 1995
HS Diploma
Sapna Patel's Morgan Stanley Experience 2005 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2005 - Present
US Securities and Exchange Commission 2000 - 2005
Education
University of Maryland Francis King Carey School of Law 1997 — 2000
JD
American University 1992 — 1996
BA, Double Major: Criminal Justice and Psychology
Morgan Stanley 2005 - Present
US Securities and Exchange Commission 2000 - 2005
Education
University of Maryland Francis King Carey School of Law 1997 — 2000
JD
American University 1992 — 1996
BA, Double Major: Criminal Justice and Psychology
Jiaqi (Tony)'s Morgan Stanley Experience June 2011 - August 2011
Job Investment Analyst at IFC International Finance Corporation
Industry Financial Services
Experience
IFC - International Finance Corporation July 2014 - Present
Macquarie Group August 2012 - May 2014
Morgan Stanley June 2011 - August 2011
Skills
Investments, Investment Banking, Equities, Asset Allocation, Financial Modeling, Valuation, Bloomberg, Corporate Finance, Economics, Financial Analysis, Due Diligence, Mandarin, Venture Capital, Data Analysis, Stata, Microsoft Excel, R
Education
Amherst College 2008 — 2012
Bachelor of Arts (B.A.), Economics
IFC - International Finance Corporation July 2014 - Present
Macquarie Group August 2012 - May 2014
Morgan Stanley June 2011 - August 2011
Skills
Investments, Investment Banking, Equities, Asset Allocation, Financial Modeling, Valuation, Bloomberg, Corporate Finance, Economics, Financial Analysis, Due Diligence, Mandarin, Venture Capital, Data Analysis, Stata, Microsoft Excel, R
Education
Amherst College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Khatchig Karamanoukian's Morgan Stanley Experience June 2013 - August 2013
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2014 - Present
Morgan Stanley June 2013 - August 2013
Booz & Company June 2010 - August 2012
International Labour Organization (ILO) August 2009 - February 2010
Skills
Management Consulting, Financial Modeling, Business Strategy, Strategy, Valuation, Strategic Consulting, Strategic Planning, Business Planning, Due Diligence, Business Transformation
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Oxford 2007 — 2009
MPhil, Economics
American University of Beirut 2004 — 2007
BA, Economics minor Mathematics
The Boston Consulting Group September 2014 - Present
Morgan Stanley June 2013 - August 2013
Booz & Company June 2010 - August 2012
International Labour Organization (ILO) August 2009 - February 2010
Skills
Management Consulting, Financial Modeling, Business Strategy, Strategy, Valuation, Strategic Consulting, Strategic Planning, Business Planning, Due Diligence, Business Transformation
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Oxford 2007 — 2009
MPhil, Economics
American University of Beirut 2004 — 2007
BA, Economics minor Mathematics
Gary Belitz's Morgan Stanley Experience August 2012 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2012 - Present
Barclays Capital October 2008 - August 2012
Lehman Brothers December 1996 - October 2008
KPMG November 1993 - December 1996
Skills
CPA, Tax, Derivatives, Product Control, Financial Modeling, Private Equity, Valuation, Interest Rate..., Corporate Finance, Equity Derivatives, Financial Analysis
Education
New York University, Stern School of Business 1998 — 2002
MBA, Finance
American University 1986 — 1990
Bachelor of Science, Accounting
Morgan Stanley August 2012 - Present
Barclays Capital October 2008 - August 2012
Lehman Brothers December 1996 - October 2008
KPMG November 1993 - December 1996
Skills
CPA, Tax, Derivatives, Product Control, Financial Modeling, Private Equity, Valuation, Interest Rate..., Corporate Finance, Equity Derivatives, Financial Analysis
Education
New York University, Stern School of Business 1998 — 2002
MBA, Finance
American University 1986 — 1990
Bachelor of Science, Accounting
Eugene Elias, Jr.'s Morgan Stanley Experience December 2013 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Morgan Stanley August 2012 - December 2013
Morgan Stanley August 2010 - August 2012
Morgan Stanley November 2007 - August 2010
Skills
Financial Services, Wealth Management, Business Analysis, Asset Management, Equities, Capital Markets, Investments
Education
American University 1995 — 1997
Master of Arts (MA)
The Goethe University Frankfurt 1993 — 1994
German Studies
Appalachian State University
Bachelor's Degree
Morgan Stanley December 2013 - Present
Morgan Stanley August 2012 - December 2013
Morgan Stanley August 2010 - August 2012
Morgan Stanley November 2007 - August 2010
Skills
Financial Services, Wealth Management, Business Analysis, Asset Management, Equities, Capital Markets, Investments
Education
American University 1995 — 1997
Master of Arts (MA)
The Goethe University Frankfurt 1993 — 1994
German Studies
Appalachian State University
Bachelor's Degree
Michael Carberry's Morgan Stanley Experience PilotUnited States Marine Corps1986 - 1992
Job Senior Vice President at Morgan Stanley
Industry Executive Office
Experience
Morgan Stanley PilotUnited States Marine Corps1986 - 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning
Education
American University 1990 — 1994
Doctor of Law (J.D.), Law
Villanova University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Morgan Stanley PilotUnited States Marine Corps1986 - 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning
Education
American University 1990 — 1994
Doctor of Law (J.D.), Law
Villanova University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Malini Greene's Morgan Stanley Experience 2005 - 2006
Job Attorney
Industry Legal Services
Experience
Fairfax County, Virginia October 2011 - Present
BNA (now Bloomberg BNA) 2007 - 2011
Legg Mason 2006 - 2007
Morgan Stanley 2005 - 2006
NASD (now FINRA) 2001 - 2005
Education
George Mason University School of Law
Master of Laws (LL.M.), Law and Economics
University College London (University of London)
Bachelor of Laws (LL.B.), Law
American University
Bachelor of Arts (B.A.), Literature and Philosophy
Fairfax County, Virginia October 2011 - Present
BNA (now Bloomberg BNA) 2007 - 2011
Legg Mason 2006 - 2007
Morgan Stanley 2005 - 2006
NASD (now FINRA) 2001 - 2005
Education
George Mason University School of Law
Master of Laws (LL.M.), Law and Economics
University College London (University of London)
Bachelor of Laws (LL.B.), Law
American University
Bachelor of Arts (B.A.), Literature and Philosophy
Lauren Talbott's Morgan Stanley Experience July 1997 - June 2000
Job Financial Services Professional
Industry Financial Services
Experience
CityDance February 2012 - Present
Merrill Lynch 2003 - 2006
Morgan Stanley July 1997 - June 2000
Education
Yale School of Management 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Amherst College 1993 — 1997
Bachelor of Arts (B.A.), French and English
CityDance February 2012 - Present
Merrill Lynch 2003 - 2006
Morgan Stanley July 1997 - June 2000
Education
Yale School of Management 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Amherst College 1993 — 1997
Bachelor of Arts (B.A.), French and English
Togtokhbayar Ganzorig's Morgan Stanley Experience February 2015 - April 2015
Job International relations
Industry International Affairs
Experience
Morgan Stanley February 2015 - April 2015
Honorable Paul A. Crotty, United States District Court, Southern District of New York January 2015 - April 2015
Davis & Gilbert LLP June 2014 - August 2014
The World Bank August 2012 - July 2013
The World Bank January 2011 - July 2012
U.S. Green Building Council April 2010 - December 2010
Skills
International Relations, Nonprofits, Program Management, Public Speaking, Policy Analysis, Editing, Community Outreach
Education
New York Law School 2013 — 2016
Doctor of Law (J.D.)
American University 2007 — 2009
BA, International Studies, Philosophy
Morgan Stanley February 2015 - April 2015
Honorable Paul A. Crotty, United States District Court, Southern District of New York January 2015 - April 2015
Davis & Gilbert LLP June 2014 - August 2014
The World Bank August 2012 - July 2013
The World Bank January 2011 - July 2012
U.S. Green Building Council April 2010 - December 2010
Skills
International Relations, Nonprofits, Program Management, Public Speaking, Policy Analysis, Editing, Community Outreach
Education
New York Law School 2013 — 2016
Doctor of Law (J.D.)
American University 2007 — 2009
BA, International Studies, Philosophy
Alex Chulack's Morgan Stanley Experience March 2003 - July 2005
Job CoFounder, Reverence Capital Partners
Industry Investment Management
Experience
Reverence Capital Partners June 2013 - Present
Market76 April 2013 - Present
Novus Partners, Inc. April 2013 - Present
Pierpont Securities March 2010 - October 2014
Sura Asset Management December 2011 - December 2012
Oak Hill Advisors, L.P. October 2011 - December 2012
Getco LLC April 2007 - December 2012
General Atlantic July 2005 - December 2012
RiskMetrics Group August 2005 - March 2010
Morgan Stanley March 2003 - July 2005
Skills
Private Equity, Finance, Financial Services, Mergers & Acquisitions, Venture Capital, Financial Technology, Asset Management, Wealth Management, Investment Banking
Education
Amherst College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Reverence Capital Partners June 2013 - Present
Market76 April 2013 - Present
Novus Partners, Inc. April 2013 - Present
Pierpont Securities March 2010 - October 2014
Sura Asset Management December 2011 - December 2012
Oak Hill Advisors, L.P. October 2011 - December 2012
Getco LLC April 2007 - December 2012
General Atlantic July 2005 - December 2012
RiskMetrics Group August 2005 - March 2010
Morgan Stanley March 2003 - July 2005
Skills
Private Equity, Finance, Financial Services, Mergers & Acquisitions, Venture Capital, Financial Technology, Asset Management, Wealth Management, Investment Banking
Education
Amherst College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Dan Savage's Morgan Stanley Experience June 2010 - July 2013
Job Investment Professional at Aquiline Capital
Industry Financial Services
Experience
Morgan Stanley June 2010 - July 2013
Stanfield Capital Partners May 2008 - August 2008
Education
Amherst College 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government; Spanish
Morgan Stanley June 2010 - July 2013
Stanfield Capital Partners May 2008 - August 2008
Education
Amherst College 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government; Spanish
Kathleen Halberstadt Henry's Morgan Stanley Experience May 2002 - October 2003
Job Sr Financial Analyst at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton December 2003 - Present
Morgan Stanley May 2002 - October 2003
Skills
Financial Modeling, Business Process..., Management Consulting, Government Contracting, Risk Management, Financial Analysis, Analysis, Process Improvement, Program Management, Corporate Finance, Managerial Finance, Strategy, Financial Reporting, Mergers & Acquisitions, Strategic Planning, Forecasting, Finance
Education
American University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Booz Allen Hamilton December 2003 - Present
Morgan Stanley May 2002 - October 2003
Skills
Financial Modeling, Business Process..., Management Consulting, Government Contracting, Risk Management, Financial Analysis, Analysis, Process Improvement, Program Management, Corporate Finance, Managerial Finance, Strategy, Financial Reporting, Mergers & Acquisitions, Strategic Planning, Forecasting, Finance
Education
American University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Lauren Dudley's Morgan Stanley Experience January 2013 - Present
Job Vice President, Investment Banking at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley August 2009 - January 2013
Morgan Stanley July 2007 - July 2009
Education
Amherst College 2003 — 2007
Bachelor of Arts (BA), Psychology
Morgan Stanley January 2013 - Present
Morgan Stanley August 2009 - January 2013
Morgan Stanley July 2007 - July 2009
Education
Amherst College 2003 — 2007
Bachelor of Arts (BA), Psychology
Aline Kim's Morgan Stanley Experience June 2014 - August 2014
Job Investment Banking Analyst at Credit Suisse
Industry
Experience
Credit Suisse July 2015 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.)
Credit Suisse July 2015 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS