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
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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
Angelo Antolino Angelo Antolino's Morgan Stanley Experience July 2008 - July 2011
Job Senior Associate, Energy & Infrastructure at Credit Agricole
Industry Financial Services
Experience
Credit Agricole September 2013 - Present
Independent Consultant May 2013 - December 2014
Columbia Law School August 2012 - July 2013
Deutsche Bank June 2012 - August 2012
Morgan Stanley July 2008 - July 2011
Skills
Fixed Income, Equities, Bloomberg, Capital Markets, Derivatives, Valuation, Financial Modeling, Securities, Energy, Natural Resource..., Due Diligence, Corporate Finance, Start-ups, Investment Banking, Project Finance
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Florida State University 2004 — 2008
BS, Finance, BS, Economics
Credit Agricole September 2013 - Present
Independent Consultant May 2013 - December 2014
Columbia Law School August 2012 - July 2013
Deutsche Bank June 2012 - August 2012
Morgan Stanley July 2008 - July 2011
Skills
Fixed Income, Equities, Bloomberg, Capital Markets, Derivatives, Valuation, Financial Modeling, Securities, Energy, Natural Resource..., Due Diligence, Corporate Finance, Start-ups, Investment Banking, Project Finance
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Florida State University 2004 — 2008
BS, Finance, BS, Economics
Oliver Pennington Oliver Pennington's Morgan Stanley Experience 2009 - May 2015
Job Finance Executive
Industry Financial Services
Experience
Morgan Stanley 2009 - May 2015
Merrill Lynch 2007 - 2009
Calibre Energy 2005 - 2007
Sthenos Capital, Ltd. 2003 - 2005
Kingdon Capital 1996 - 2002
AIM Management 1994 - 1996
Skills
Equities, Capital Markets, Trading, Business Strategy, Fixed Income, Investments, Financial Analysis, Finance, Portfolio Management, Hedge Funds, Derivatives, Sales, Entrepreneurship, Corporate Finance, Financial Modeling, Energy Industry, Private Placements, Valuation, Emerging Markets
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Vanderbilt University 1990 — 1994
Bachelor's Degree, History and German
Morgan Stanley 2009 - May 2015
Merrill Lynch 2007 - 2009
Calibre Energy 2005 - 2007
Sthenos Capital, Ltd. 2003 - 2005
Kingdon Capital 1996 - 2002
AIM Management 1994 - 1996
Skills
Equities, Capital Markets, Trading, Business Strategy, Fixed Income, Investments, Financial Analysis, Finance, Portfolio Management, Hedge Funds, Derivatives, Sales, Entrepreneurship, Corporate Finance, Financial Modeling, Energy Industry, Private Placements, Valuation, Emerging Markets
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Vanderbilt University 1990 — 1994
Bachelor's Degree, History and German
Dana Lynch Dana Lynch's Morgan Stanley Experience 2000 - 2002
Job Senior Financial Advisor at Harborside Press, LLC
Industry Real Estate
Experience
Harborside Press, LLC October 2014 - Present
West Side Kids Care June 2011 - Present
Marsh & McLennan Companies, Inc. 2002 - 2010
Morgan Stanley 2000 - 2002
Cornerstone Properties, Inc. 1996 - 2000
PwC 1994 - 1996
Skills
Asset Managment, Disposition, Real Estate, Acquisitions, Valuation, Due Diligence, Corporate Real Estate, Financial Modeling, Real Estate Economics, Investments, Portfolio Management, Financial Analysis, Leasing, Negotiation, Philanthropy, Financial Structuring, Hedge Funds, Restructuring, Asset Management, Commercial Real Estate, Underwriting, Investor Relations, Corporate Finance, Venture Capital, Alternative Investments, Finance, Investment Properties, Brokerage, Property Management, Contract Negotiation, Joint Ventures, Real Estate Development, Executive Management, Market Analysis, Real Estate Transactions, Risk Management, Structured Finance, Corporate Development, Strategic Financial..., Real Estate Financing, Entrepreneurship, Financial Advisory, Strategy, Fixed Income
Education
Columbia Business School 1998 — 2000
Master of Business Administration (M.B.A.), Finance
Georgetown University 1990 — 1994
Bachelor's degree, Accounting and Business/Management
Harborside Press, LLC October 2014 - Present
West Side Kids Care June 2011 - Present
Marsh & McLennan Companies, Inc. 2002 - 2010
Morgan Stanley 2000 - 2002
Cornerstone Properties, Inc. 1996 - 2000
PwC 1994 - 1996
Skills
Asset Managment, Disposition, Real Estate, Acquisitions, Valuation, Due Diligence, Corporate Real Estate, Financial Modeling, Real Estate Economics, Investments, Portfolio Management, Financial Analysis, Leasing, Negotiation, Philanthropy, Financial Structuring, Hedge Funds, Restructuring, Asset Management, Commercial Real Estate, Underwriting, Investor Relations, Corporate Finance, Venture Capital, Alternative Investments, Finance, Investment Properties, Brokerage, Property Management, Contract Negotiation, Joint Ventures, Real Estate Development, Executive Management, Market Analysis, Real Estate Transactions, Risk Management, Structured Finance, Corporate Development, Strategic Financial..., Real Estate Financing, Entrepreneurship, Financial Advisory, Strategy, Fixed Income
Education
Columbia Business School 1998 — 2000
Master of Business Administration (M.B.A.), Finance
Georgetown University 1990 — 1994
Bachelor's degree, Accounting and Business/Management
Adam Baer Adam Baer's Morgan Stanley Experience May 2011 - July 2012
Job Investment Banking Associate Mergers & Acquisitions at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Morgan Stanley May 2011 - July 2012
Morgan Stanley December 2009 - May 2011
Morgan Stanley June 2008 - December 2009
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Investment Banking, Financial Analysis, Financial Advisory, Corporate Finance, Strategy, Leadership, Capital Markets, Investments, Due Diligence, Derivatives
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Maryland College Park 2004 — 2008
Bachelor of Science (BS), Finance
American University of Rome 2007 — 2007
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Morgan Stanley May 2011 - July 2012
Morgan Stanley December 2009 - May 2011
Morgan Stanley June 2008 - December 2009
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Investment Banking, Financial Analysis, Financial Advisory, Corporate Finance, Strategy, Leadership, Capital Markets, Investments, Due Diligence, Derivatives
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Maryland College Park 2004 — 2008
Bachelor of Science (BS), Finance
American University of Rome 2007 — 2007
Christina (Timmins) Joelson Christina (Timmins) Joelson's Morgan Stanley Experience July 2008 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2008 - Present
Morgan Stanley May 2007 - August 2007
Prudential Financial May 2006 - August 2006
Skills
Swaps, Rates, Currency, Fixed Income, Financial Modeling, Bloomberg, Derivatives, Money Market, FX Options, Capital Markets, Emerging Markets, Financial Structuring, Forwards, Risk Management, Trading, Series 7, Global Macro, Valuation, Hedge Funds, Options, Equities
Education
Columbia University - Columbia Business School 2011 — 2013
Executive MBA
Georgetown University 2004 — 2008
Bachelor's, Mathematics, Economics, Studio Art
GCHS 2000 — 2004
Morgan Stanley July 2008 - Present
Morgan Stanley May 2007 - August 2007
Prudential Financial May 2006 - August 2006
Skills
Swaps, Rates, Currency, Fixed Income, Financial Modeling, Bloomberg, Derivatives, Money Market, FX Options, Capital Markets, Emerging Markets, Financial Structuring, Forwards, Risk Management, Trading, Series 7, Global Macro, Valuation, Hedge Funds, Options, Equities
Education
Columbia University - Columbia Business School 2011 — 2013
Executive MBA
Georgetown University 2004 — 2008
Bachelor's, Mathematics, Economics, Studio Art
GCHS 2000 — 2004
Damien Matthews Damien Matthews's Morgan Stanley Experience August 2004 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2004 - Present
JPMorgan Chase August 2003 - August 2004
Education
Columbia Business School 2008 — 2010
Master of Business Administration (MBA)
Harvard College 1999 — 2003
AB, Economics
Punahou School
Morgan Stanley August 2004 - Present
JPMorgan Chase August 2003 - August 2004
Education
Columbia Business School 2008 — 2010
Master of Business Administration (MBA)
Harvard College 1999 — 2003
AB, Economics
Punahou School
Pauline Reader Pauline Reader's Morgan Stanley Experience July 2002 - September 2003
Job VP of Growth
Industry Internet
Experience
Kabbage, Inc September 2014 - Present
eBay March 2012 - September 2014
eBay Inc March 2011 - March 2012
RockYou June 2010 - March 2011
eBay October 2006 - June 2010
Thomas Weisel Partners February 2005 - September 2006
Thomas Weisel Partners September 2003 - February 2005
Morgan Stanley July 2002 - September 2003
Skills
PPC Bid Management, PPC, Paid Search Strategy, Paid Search Campaigns, Product Marketing, SQL, Display Advertising, SEM, Data Analysis, Analytics, Conversion Optimization, Cross-functional Team..., Online Advertising, Digital Strategy, Online Marketing, E-commerce, Digital Marketing, Web Analytics, Strategic Partnerships, Product Launch, Strategy, Business Development, Competitive Analysis, SEO, Go-to-market Strategy, Segmentation, Financial Analysis, Pricing, Advertising technology..., Statistical Data...
Education
Columbia University - Columbia Business School 2012 — 2012
Personal Leadership
Princeton University 1998 — 2002
BA, Economics
Kabbage, Inc September 2014 - Present
eBay March 2012 - September 2014
eBay Inc March 2011 - March 2012
RockYou June 2010 - March 2011
eBay October 2006 - June 2010
Thomas Weisel Partners February 2005 - September 2006
Thomas Weisel Partners September 2003 - February 2005
Morgan Stanley July 2002 - September 2003
Skills
PPC Bid Management, PPC, Paid Search Strategy, Paid Search Campaigns, Product Marketing, SQL, Display Advertising, SEM, Data Analysis, Analytics, Conversion Optimization, Cross-functional Team..., Online Advertising, Digital Strategy, Online Marketing, E-commerce, Digital Marketing, Web Analytics, Strategic Partnerships, Product Launch, Strategy, Business Development, Competitive Analysis, SEO, Go-to-market Strategy, Segmentation, Financial Analysis, Pricing, Advertising technology..., Statistical Data...
Education
Columbia University - Columbia Business School 2012 — 2012
Personal Leadership
Princeton University 1998 — 2002
BA, Economics
James Gorman James Gorman's Morgan Stanley Experience January 2012 - Present
Job Chairman and CEO at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley January 2010 - Present
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
University of Melbourne
Bachelor of Arts (BA) and Bachelor of Laws (LLB)
Morgan Stanley January 2012 - Present
Morgan Stanley January 2010 - Present
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
University of Melbourne
Bachelor of Arts (BA) and Bachelor of Laws (LLB)
Carol Lin's Morgan Stanley Experience November 2009 - July 2011
Job Managing Director at Fulcrum Capital
Industry Financial Services
Experience
Fulcrum Capital April 2015 - Present
Barclays Capital July 2011 - April 2014
Morgan Stanley November 2009 - July 2011
Merrill Lynch July 1996 - November 2009
Skills
Special Situations, Fixed Income, Alternative Investments, Emerging Markets, Investments, Trading, Investment Banking, Capital Markets, Equities, Structured Products, Equity Derivatives, Trading Systems, Financial Markets, Structured Finance
Education
Columbia Business School 1994 — 1996
Master of Business Administration (MBA), International Business & Finance
Georgia Tech 1987 — 1991
Bachelor of Science (BS), Electrical and Electronics Engineering
Fulcrum Capital April 2015 - Present
Barclays Capital July 2011 - April 2014
Morgan Stanley November 2009 - July 2011
Merrill Lynch July 1996 - November 2009
Skills
Special Situations, Fixed Income, Alternative Investments, Emerging Markets, Investments, Trading, Investment Banking, Capital Markets, Equities, Structured Products, Equity Derivatives, Trading Systems, Financial Markets, Structured Finance
Education
Columbia Business School 1994 — 1996
Master of Business Administration (MBA), International Business & Finance
Georgia Tech 1987 — 1991
Bachelor of Science (BS), Electrical and Electronics Engineering
David Sheng David Sheng's Morgan Stanley Experience July 2006 - July 2012
Job Fixed Income Institutional Sales at HSBC
Industry Financial Services
Experience
HSBC August 2012 - Present
Morgan Stanley July 2006 - July 2012
Morgan Stanley July 2006 - November 2008
Lehman Brothers July 2005 - September 2005
Skills
Fixed Income, Bloomberg, Financial Modeling, Derivatives, Valuation, Equities, Hedge Funds, Bloomberg Terminal, Investment Banking, Capital Markets, Portfolio Management, Asset Managment, Investments, Bonds, Series 7, Trading, Rates, FX Options, Asset Management
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Executive MBA
Princeton University 2002 — 2006
AB, Economics
HSBC August 2012 - Present
Morgan Stanley July 2006 - July 2012
Morgan Stanley July 2006 - November 2008
Lehman Brothers July 2005 - September 2005
Skills
Fixed Income, Bloomberg, Financial Modeling, Derivatives, Valuation, Equities, Hedge Funds, Bloomberg Terminal, Investment Banking, Capital Markets, Portfolio Management, Asset Managment, Investments, Bonds, Series 7, Trading, Rates, FX Options, Asset Management
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Executive MBA
Princeton University 2002 — 2006
AB, Economics
Bruce Crane Bruce Crane's Morgan Stanley Experience March 2004 - March 2007
Job Managing Director at Borealis Infrastructure
Industry Investment Management
Experience
Borealis Infrastructure January 2012 - Present
UBS Securities Co., Ltd April 2007 - December 2011
Morgan Stanley March 2004 - March 2007
Foster Wheeler July 1996 - July 2000
Skills
Private Equity, Investment Banking, Financial Structuring, Capital Markets, Asset Management, Energy, Infrastructure, Energy Industry, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Project Finance, Mergers, Fixed Income, Asset Managment
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Lehigh University 1996 — 2000
BS, Civil Engineering
Groton School 1986 — 1991
Borealis Infrastructure January 2012 - Present
UBS Securities Co., Ltd April 2007 - December 2011
Morgan Stanley March 2004 - March 2007
Foster Wheeler July 1996 - July 2000
Skills
Private Equity, Investment Banking, Financial Structuring, Capital Markets, Asset Management, Energy, Infrastructure, Energy Industry, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Project Finance, Mergers, Fixed Income, Asset Managment
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Lehigh University 1996 — 2000
BS, Civil Engineering
Groton School 1986 — 1991
Jay Shevins Jay Shevins's Morgan Stanley Experience 2011 - April 2012
Job IT Portfolio and Project Manager/NYC Technology Development Corporation
Industry Information Technology and Services
Experience
NYC Technology Development Corporation January 2013 - Present
The Joey Company April 2012 - December 2012
Morgan Stanley 2011 - April 2012
Bank of America Merrill Lynch 2000 - 2010
Citigroup/Salomon Smith Barney July 1995 - July 2000
Lehman Brothers June 1987 - May 1995
Skills
Risk Management, Financial Services, Project Management, Finance, Fixed Income, Capital Markets, Equities, Credit Derivatives, Trading Systems, Portfolio Management, Management, Financial Reporting, Derivatives, Financial Risk, Business Analysis, Banking, Business Process, Analytics, Investments, PMO, SDLC, Investment Banking, Financial Markets, Trading, Asset Management
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance/Marketing
Columbia University in the City of New York 1978 — 1982
BA, Economics
Yeshivah of Flatbush 1974 — 1978
High School Diploma
NYC Technology Development Corporation January 2013 - Present
The Joey Company April 2012 - December 2012
Morgan Stanley 2011 - April 2012
Bank of America Merrill Lynch 2000 - 2010
Citigroup/Salomon Smith Barney July 1995 - July 2000
Lehman Brothers June 1987 - May 1995
Skills
Risk Management, Financial Services, Project Management, Finance, Fixed Income, Capital Markets, Equities, Credit Derivatives, Trading Systems, Portfolio Management, Management, Financial Reporting, Derivatives, Financial Risk, Business Analysis, Banking, Business Process, Analytics, Investments, PMO, SDLC, Investment Banking, Financial Markets, Trading, Asset Management
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance/Marketing
Columbia University in the City of New York 1978 — 1982
BA, Economics
Yeshivah of Flatbush 1974 — 1978
High School Diploma
Alan Calderon Alan Calderon's Morgan Stanley Experience October 2000 - August 2003
Job CoHead of Due Diligence at Realty Capital Securities
Industry Investment Management
Experience
American Realty Capital November 2010 - June 2011
European Investors Inc. August 2003 - August 2010
Morgan Stanley October 2000 - August 2003
Paine Webber August 1999 - April 2000
PricewaterhouseCoopers September 1998 - August 1999
Arthur Andersen/Berdon LLP January 1992 - January 1995
Skills
Portfolio Management, Financial Statement..., Technical Analysis, REIT, Microsoft Excel, Research, Asset Managment, Equities, Financial Modeling, Investments, Valuation, Capital Markets, Due Diligence, Bloomberg, Investor Relations
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 1988 — 1992
BS
American Realty Capital November 2010 - June 2011
European Investors Inc. August 2003 - August 2010
Morgan Stanley October 2000 - August 2003
Paine Webber August 1999 - April 2000
PricewaterhouseCoopers September 1998 - August 1999
Arthur Andersen/Berdon LLP January 1992 - January 1995
Skills
Portfolio Management, Financial Statement..., Technical Analysis, REIT, Microsoft Excel, Research, Asset Managment, Equities, Financial Modeling, Investments, Valuation, Capital Markets, Due Diligence, Bloomberg, Investor Relations
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 1988 — 1992
BS
Christopher Borris Christopher Borris's Morgan Stanley Experience 2005 - 2008
Job Head Trader, Pagoda Asset Management LP
Industry Investment Management
Experience
Pagoda Asset Management, LP August 2014 - Present
Fortrium Strategic Partners January 2013 - Present
Columbia Business School September 2012 - January 2013
COLONIAL FUND, LLC January 2008 - March 2012
MORGAN STANLEY 2005 - 2008
CITIGROUP 2002 - 2005
GOLDMAN, SACHS & CO January 1999 - January 2002
ALEX.BROWN & SONS, INC January 1995 - January 1999
Skills
Equities, Derivatives, Global Macro, Investment Strategies, Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Trading, Equity Trading, Bloomberg, Securities, Financial Markets, Banking, Options, Trading Systems, Value Investing, Financial Services, FX Options, Valuation, Asset Management, Series 7
Education
Columbia University - Columbia Business School 2009 — 2010
MBA, Finance
The Johns Hopkins University 1991 — 1995
BA, International Relations
Paul D. Schreiber High School
Pagoda Asset Management, LP August 2014 - Present
Fortrium Strategic Partners January 2013 - Present
Columbia Business School September 2012 - January 2013
COLONIAL FUND, LLC January 2008 - March 2012
MORGAN STANLEY 2005 - 2008
CITIGROUP 2002 - 2005
GOLDMAN, SACHS & CO January 1999 - January 2002
ALEX.BROWN & SONS, INC January 1995 - January 1999
Skills
Equities, Derivatives, Global Macro, Investment Strategies, Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Trading, Equity Trading, Bloomberg, Securities, Financial Markets, Banking, Options, Trading Systems, Value Investing, Financial Services, FX Options, Valuation, Asset Management, Series 7
Education
Columbia University - Columbia Business School 2009 — 2010
MBA, Finance
The Johns Hopkins University 1991 — 1995
BA, International Relations
Paul D. Schreiber High School
Chuck Thompson's Morgan Stanley Experience July 2005 - June 2010
Job Senior Vice President, Debt and Equity Capital Markets at Citizens Bank
Industry Banking
Experience
Citizens Bank November 2014 - Present
Credit Suisse June 2010 - October 2014
Morgan Stanley July 2005 - June 2010
US Army July 2000 - June 2005
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
United States Military Academy at West Point 1996 — 2000
BS, German and Systems Engineering
high school
Citizens Bank November 2014 - Present
Credit Suisse June 2010 - October 2014
Morgan Stanley July 2005 - June 2010
US Army July 2000 - June 2005
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
United States Military Academy at West Point 1996 — 2000
BS, German and Systems Engineering
high school
Jonathan Shepherd Jonathan Shepherd's Morgan Stanley Experience 2001 - 2002
Job
Industry Real Estate
Experience
Harvard Business School 2007 - Present
Choate Ventures, LLC 2007 - Present
TCP Communications LLC 2003 - 2006
Morgan Stanley 2001 - 2002
Acadian Asset Management 1999 - 1999
JP Morgan 1996 - 1999
Education
Columbia Business School 2000 — 2001
MBA, Finance and Management
Middlebury College 1991 — 1995
BA, Economics
Harvard Business School 2007 - Present
Choate Ventures, LLC 2007 - Present
TCP Communications LLC 2003 - 2006
Morgan Stanley 2001 - 2002
Acadian Asset Management 1999 - 1999
JP Morgan 1996 - 1999
Education
Columbia Business School 2000 — 2001
MBA, Finance and Management
Middlebury College 1991 — 1995
BA, Economics
Alvaro Lacayo's Morgan Stanley Experience June 2013 - August 2013
Job Equity Research Analyst at Gabelli & Company
Industry Financial Services
Experience
Gabelli & Company June 2014 - Present
Morgan Stanley June 2013 - August 2013
Morgan Stanley August 2007 - May 2012
Skills
Financial Modeling, Equities, Valuation, Portfolio Management, Equity Research, Series 7, Trading, Bloomberg, Financial Analysis, Finance, Investments
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Investment Management
Tufts University 2003 — 2007
Bachelor's Degree, Economics, International Relations
Gabelli & Company June 2014 - Present
Morgan Stanley June 2013 - August 2013
Morgan Stanley August 2007 - May 2012
Skills
Financial Modeling, Equities, Valuation, Portfolio Management, Equity Research, Series 7, Trading, Bloomberg, Financial Analysis, Finance, Investments
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Investment Management
Tufts University 2003 — 2007
Bachelor's Degree, Economics, International Relations
Autumn Wilkes Autumn Wilkes's Morgan Stanley Experience March 2013 - Present
Job Registered Marketing Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
JPMorgan Chase May 2012 - December 2012
Skills
Financial Advisory, Marketing Strategy, Investment Banking, Business Planning, Financial Analysis, Investments, Marketing, Portfolio Management
Education
Columbia University - Columbia Business School 2010 — 2012
Master's degree, Finance and Financial Management Services
Penn State University 2007 — 2010
Bachelor's degree, Finance, General
Morgan Stanley March 2013 - Present
JPMorgan Chase May 2012 - December 2012
Skills
Financial Advisory, Marketing Strategy, Investment Banking, Business Planning, Financial Analysis, Investments, Marketing, Portfolio Management
Education
Columbia University - Columbia Business School 2010 — 2012
Master's degree, Finance and Financial Management Services
Penn State University 2007 — 2010
Bachelor's degree, Finance, General
Boti Li's Morgan Stanley Experience November 2011 - March 2012
Job Data Strategist, Marketing Performance at McCann Worldgroup
Industry Market Research
Experience
McCann Worldgroup November 2013 - Present
New York City Mayor's Office May 2013 - September 2013
Morgan Stanley November 2011 - March 2012
Beijing Jiyuan Science& Technology Co.,Ltd August 2008 - September 2011
Skills
Market Research, R, Data Mining, Data Analysis, Statistical Modeling, SPSS, Statistics, Quantitative Analytics, Marketing Research, Machine Learning, Stata, Marketing Strategy, Customer Insight, SAS, Market Analysis, Research, SAS programming, Marketing, Empirical Research, Marketing Modeling
Education
Columbia Business School 2012 — 2013
MS, Marketing
Zhejiang University 2008 — 2012
BS, Chemistry and Applied Chemistry
McCann Worldgroup November 2013 - Present
New York City Mayor's Office May 2013 - September 2013
Morgan Stanley November 2011 - March 2012
Beijing Jiyuan Science& Technology Co.,Ltd August 2008 - September 2011
Skills
Market Research, R, Data Mining, Data Analysis, Statistical Modeling, SPSS, Statistics, Quantitative Analytics, Marketing Research, Machine Learning, Stata, Marketing Strategy, Customer Insight, SAS, Market Analysis, Research, SAS programming, Marketing, Empirical Research, Marketing Modeling
Education
Columbia Business School 2012 — 2013
MS, Marketing
Zhejiang University 2008 — 2012
BS, Chemistry and Applied Chemistry
Sanin Mody Sanin Mody's Morgan Stanley Experience 2007 - 2009
Job Managing Principal at Ojas Capital
Industry Investment Management
Experience
Ojas Capital, LP 2014 - Present
Virtus Real Estate Capital 2013 - 2014
Barclays Capital 2011 - 2013
Columbia Business School 2009 - 2011
Omers Private Equity 2010 - 2010
SJF Ventures 2010 - 2010
RealTime System Ltd. 2009 - 2010
Morgan Stanley 2007 - 2009
The Topline Strategy Group 2007 - 2007
ENAM 2006 - 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Investment Banking, Private Equity, Venture Capital, Investments, Finance, Analysis, Real Estate Acquisitions, Healthcare Real Estate, Seniors Housing, Assisted Living, Independent Living, Alzheimer's Care, Business Development, Project Management, Corporate Finance, Mergers & Acquisitions
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Real Estate, Finance, Operations
Cornell University
Bachelor of Science (B.S.), Operations Research & Industrial Engineering
Ojas Capital, LP 2014 - Present
Virtus Real Estate Capital 2013 - 2014
Barclays Capital 2011 - 2013
Columbia Business School 2009 - 2011
Omers Private Equity 2010 - 2010
SJF Ventures 2010 - 2010
RealTime System Ltd. 2009 - 2010
Morgan Stanley 2007 - 2009
The Topline Strategy Group 2007 - 2007
ENAM 2006 - 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Investment Banking, Private Equity, Venture Capital, Investments, Finance, Analysis, Real Estate Acquisitions, Healthcare Real Estate, Seniors Housing, Assisted Living, Independent Living, Alzheimer's Care, Business Development, Project Management, Corporate Finance, Mergers & Acquisitions
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Real Estate, Finance, Operations
Cornell University
Bachelor of Science (B.S.), Operations Research & Industrial Engineering
Sal Caruso Sal Caruso's Morgan Stanley Experience 1989 - 1995
Job IT Operating Executive at Apax Partners
Industry Information Technology and Services
Experience
Apax Partners March 2015 - Present
Salesforce.com July 2011 - March 2015
Symantec Corporation November 2008 - September 2010
Symantec March 2006 - November 2008
PeopleSoft March 2003 - May 2005
Novell 2001 - 2003
Cambridge Technology Partners 2001 - 2003
Annuncio December 1999 - April 2001
PeopleSoft March 1995 - December 1999
Morgan Stanley 1989 - 1995
Skills
Change Management, IT Strategy, Vendor Management, Strategic Alliances, Enterprise Architecture, Business Process..., Product Lifecycle..., Scrum, ITIL, Messaging, CRM, Project Portfolio..., Data Center, Product Management, Business Intelligence, SDLC, Leadership, IT Management, Strategy, Business Process, Enterprise Software, SaaS, Program Management, Outsourcing, Governance, Cloud Computing, Software Project..., Team Building, Agile Methodologies, Integration
Education
Columbia University - Columbia Business School 2009 — 2010
MBA
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2010
MBA
Yale University 1983 — 1987
BA
Phillips Exeter Academy 1981 — 1983
Apax Partners March 2015 - Present
Salesforce.com July 2011 - March 2015
Symantec Corporation November 2008 - September 2010
Symantec March 2006 - November 2008
PeopleSoft March 2003 - May 2005
Novell 2001 - 2003
Cambridge Technology Partners 2001 - 2003
Annuncio December 1999 - April 2001
PeopleSoft March 1995 - December 1999
Morgan Stanley 1989 - 1995
Skills
Change Management, IT Strategy, Vendor Management, Strategic Alliances, Enterprise Architecture, Business Process..., Product Lifecycle..., Scrum, ITIL, Messaging, CRM, Project Portfolio..., Data Center, Product Management, Business Intelligence, SDLC, Leadership, IT Management, Strategy, Business Process, Enterprise Software, SaaS, Program Management, Outsourcing, Governance, Cloud Computing, Software Project..., Team Building, Agile Methodologies, Integration
Education
Columbia University - Columbia Business School 2009 — 2010
MBA
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2010
MBA
Yale University 1983 — 1987
BA
Phillips Exeter Academy 1981 — 1983
Matt Hughes Matt Hughes's Morgan Stanley Experience August 2007 - April 2013
Job Senior Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company May 2013 - Present
Morgan Stanley August 2007 - April 2013
Merrill Lynch 2004 - 2005
Bank of Tokyo Mitsubishi 2002 - 2004
Merrill Lynch 2001 - 2001
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Portfolio Management, Valuation, Finance, Investments, Leadership, Mergers, Equities, Sales, Credit, Strategy, Capital Markets, Structured Finance, Joint Ventures
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
Columbia University in the City of New York 1997 — 2001
BA
Moelis & Company May 2013 - Present
Morgan Stanley August 2007 - April 2013
Merrill Lynch 2004 - 2005
Bank of Tokyo Mitsubishi 2002 - 2004
Merrill Lynch 2001 - 2001
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Portfolio Management, Valuation, Finance, Investments, Leadership, Mergers, Equities, Sales, Credit, Strategy, Capital Markets, Structured Finance, Joint Ventures
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
Columbia University in the City of New York 1997 — 2001
BA
Constantine Valhouli's Morgan Stanley Experience 1998 - 1999
Job Cofounder, Director of Product at NeighborhoodX
Industry Internet
Experience
NeighborhoodX 2012 - Present
The Hammersmith Group 2004 - Present
Prospect Street Ventures May 2002 - August 2002
Incogniti 1999 - 2001
Morgan Stanley 1998 - 1999
The Washington Post 1996 - 1997
Skills
Mergers & Acquisitions, Private Equity, Due Diligence, Strategy, Start-ups, Strategic Partnerships, Valuation, Entrepreneurship, Venture Capital, Management Consulting, Product Management, Social Media, Management, Mergers, Negotiation, Leadership, Financial Modeling, Corporate Development, Mobile Devices, Private Placements, Internet of Things
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Georgetown University 1997 — 1998
M.A., Communication, Culture, and Technology
Georgetown University 1991 — 1995
BA, English, Fine Art
NeighborhoodX 2012 - Present
The Hammersmith Group 2004 - Present
Prospect Street Ventures May 2002 - August 2002
Incogniti 1999 - 2001
Morgan Stanley 1998 - 1999
The Washington Post 1996 - 1997
Skills
Mergers & Acquisitions, Private Equity, Due Diligence, Strategy, Start-ups, Strategic Partnerships, Valuation, Entrepreneurship, Venture Capital, Management Consulting, Product Management, Social Media, Management, Mergers, Negotiation, Leadership, Financial Modeling, Corporate Development, Mobile Devices, Private Placements, Internet of Things
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Georgetown University 1997 — 1998
M.A., Communication, Culture, and Technology
Georgetown University 1991 — 1995
BA, English, Fine Art
Karim Lopez Karim Lopez's Morgan Stanley Experience May 2012 - January 2015
Job Senior Manager at Deloitte
Industry Financial Services
Experience
Jewish Board of Family and Children's Services January 2012 - Present
Deloitte February 2015 - Present
Morgan Stanley May 2012 - January 2015
RBC Capital Markets January 2010 - March 2012
Resources Global Professionals November 2009 - December 2009
Ernst & Young July 2002 - May 2009
Metropolitan Life Insurance Company 2007 - 2009
Santander 1997 - 2000
Skills
Risk Management, Sarbanes-Oxley Act, Governance, Business Strategy, Accounting, Project Management, Capital Markets, Financial Services, @Risk, Commodity, Market Risk, Basel II, Stress Testing, Liquidity Risk, Financial Risk, Financial Risk..., Trading, Banking, Treasury, Investments, Fixed Income, Strategy, Treasury Management, Equities, Finance, Internal Controls, Managerial Finance, ALM, Valuation, Economics, Investment Banking, Financial Modeling, Analysis, Interest Rate Risk...
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Universidad del Pacífico (PE) 1991 — 1995
BA, Economics
Jewish Board of Family and Children's Services January 2012 - Present
Deloitte February 2015 - Present
Morgan Stanley May 2012 - January 2015
RBC Capital Markets January 2010 - March 2012
Resources Global Professionals November 2009 - December 2009
Ernst & Young July 2002 - May 2009
Metropolitan Life Insurance Company 2007 - 2009
Santander 1997 - 2000
Skills
Risk Management, Sarbanes-Oxley Act, Governance, Business Strategy, Accounting, Project Management, Capital Markets, Financial Services, @Risk, Commodity, Market Risk, Basel II, Stress Testing, Liquidity Risk, Financial Risk, Financial Risk..., Trading, Banking, Treasury, Investments, Fixed Income, Strategy, Treasury Management, Equities, Finance, Internal Controls, Managerial Finance, ALM, Valuation, Economics, Investment Banking, Financial Modeling, Analysis, Interest Rate Risk...
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Universidad del Pacífico (PE) 1991 — 1995
BA, Economics
Rei Shinozuka Rei Shinozuka's Morgan Stanley Experience December 2002 - January 2005
Job Director Model Risk Management, FHLBNY | MBS & ABS Strategist | Fixed Income Researcher | ERM Governance
Industry Capital Markets
Experience
Federal Home Loan Bank of New York October 2010 - Present
UBS Investment Bank July 2006 - October 2009
Morgan Stanley December 2002 - January 2005
UBS Warburg July 2000 - November 2002
PaineWebber August 1993 - November 2000
Skills
Fixed Income, MBS, Credit Risk, ABS, Financial Risk, Capital Markets, CDO, Credit, Bonds, Derivatives, Banking, Economics, Analytics, C++, C, Python, R, Structured Products, Securitization, Risk Management, Structured Finance, Quantitative Finance
Education
Columbia University - Columbia Business School
MBA, Finance and Economics Concentration
Columbia University in the City of New York
BA, Computer Science
Columbia University in the City of New York
MS, Computer Science
Federal Home Loan Bank of New York October 2010 - Present
UBS Investment Bank July 2006 - October 2009
Morgan Stanley December 2002 - January 2005
UBS Warburg July 2000 - November 2002
PaineWebber August 1993 - November 2000
Skills
Fixed Income, MBS, Credit Risk, ABS, Financial Risk, Capital Markets, CDO, Credit, Bonds, Derivatives, Banking, Economics, Analytics, C++, C, Python, R, Structured Products, Securitization, Risk Management, Structured Finance, Quantitative Finance
Education
Columbia University - Columbia Business School
MBA, Finance and Economics Concentration
Columbia University in the City of New York
BA, Computer Science
Columbia University in the City of New York
MS, Computer Science
Bharath Rajagopalan's Morgan Stanley Experience June 2014 - August 2014
Job Investment Professional at Partners Group
Industry Venture Capital & Private Equity
Experience
Partners Group July 2015 - Present
POP Capital LLC October 2014 - May 2015
Morgan Stanley June 2014 - August 2014
Advent International March 2013 - July 2013
Capital One May 2012 - February 2013
HSBC December 2008 - April 2012
Skills
Valuation, Analytics, Financial Modeling, Risk Management, Problem Solving, Critical Thinking, Communication Skills, PE/VC, Music, Strategy, Credit, Financial Risk, Private Equity, Corporate Finance, Financial Services, Data Analysis, Mergers & Acquisitions, Investment Banking, Finance, Financial Analysis, Portfolio Management, Business Strategy, Management, Investments, Venture Capital, Leadership, Due Diligence, Business Analysis
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
The University of Texas at Austin 2007 — 2008
M.S., Transportation Engineering
Indian Institute of Technology, Madras 2003 — 2007
B.Tech., Civil Engineering (Minor in Financial Management)
Partners Group July 2015 - Present
POP Capital LLC October 2014 - May 2015
Morgan Stanley June 2014 - August 2014
Advent International March 2013 - July 2013
Capital One May 2012 - February 2013
HSBC December 2008 - April 2012
Skills
Valuation, Analytics, Financial Modeling, Risk Management, Problem Solving, Critical Thinking, Communication Skills, PE/VC, Music, Strategy, Credit, Financial Risk, Private Equity, Corporate Finance, Financial Services, Data Analysis, Mergers & Acquisitions, Investment Banking, Finance, Financial Analysis, Portfolio Management, Business Strategy, Management, Investments, Venture Capital, Leadership, Due Diligence, Business Analysis
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
The University of Texas at Austin 2007 — 2008
M.S., Transportation Engineering
Indian Institute of Technology, Madras 2003 — 2007
B.Tech., Civil Engineering (Minor in Financial Management)
Meghana Reddy Meghana Reddy's Morgan Stanley Experience June 2015 - August 2015
Job MIA/MBA Dual Degree Candidate at Columbia University
Industry Higher Education
Experience
Morgan Stanley June 2015 - August 2015
Federal Reserve Bank of New York May 2011 - July 2014
Wells Fargo June 2010 - April 2011
Karvy June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Education
Columbia University - Columbia Business School 2014 — 2017
Master of Business Administration (MBA), Social Enterprise, Management
Columbia University - School of International and Public Affairs 2014 — 2017
Master of International Affairs (MIA), International Finance and Economic Policy
New York University, Stern School of Business 2006 — 2010
BS, Economics, Finance, Psychology
Morgan Stanley June 2015 - August 2015
Federal Reserve Bank of New York May 2011 - July 2014
Wells Fargo June 2010 - April 2011
Karvy June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Education
Columbia University - Columbia Business School 2014 — 2017
Master of Business Administration (MBA), Social Enterprise, Management
Columbia University - School of International and Public Affairs 2014 — 2017
Master of International Affairs (MIA), International Finance and Economic Policy
New York University, Stern School of Business 2006 — 2010
BS, Economics, Finance, Psychology
Mary Jane Marchisotto Mary Jane Marchisotto's Morgan Stanley Experience 1998 - 2007
Job SVP Research at Food Allergy Research & Education
Industry Nonprofit Organization Management
Experience
Food Allergy Research & Education October 2012 - Present
Food Allergy Initiative October 2009 - October 2012
Beekman Risk Advisor January 2009 - January 2011
BlackRock November 2007 - December 2008
Morgan Stanley 1998 - 2007
Citibank 1989 - 1998
Skills
Budgeting, Talent Management, Strategic Planning, Non profit Management, Policy/Procedure..., Advocacy, New Business Development, Public Relations, Public Speaking, Budgets, Fixed Income, Non-profits, Marketing, Risk Management, Project Management, Nonprofits, Strategic Partnerships, Process Improvement, Business Strategy, Hedge Funds, Management, Business Planning, Outsourcing, Investments, Financial Services, Cross-functional Team..., Strategy
Education
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance
Wells College 1971 — 1975
BA, Economics
Food Allergy Research & Education October 2012 - Present
Food Allergy Initiative October 2009 - October 2012
Beekman Risk Advisor January 2009 - January 2011
BlackRock November 2007 - December 2008
Morgan Stanley 1998 - 2007
Citibank 1989 - 1998
Skills
Budgeting, Talent Management, Strategic Planning, Non profit Management, Policy/Procedure..., Advocacy, New Business Development, Public Relations, Public Speaking, Budgets, Fixed Income, Non-profits, Marketing, Risk Management, Project Management, Nonprofits, Strategic Partnerships, Process Improvement, Business Strategy, Hedge Funds, Management, Business Planning, Outsourcing, Investments, Financial Services, Cross-functional Team..., Strategy
Education
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance
Wells College 1971 — 1975
BA, Economics
Stephen Stuttman Stephen Stuttman's Morgan Stanley Experience May 2012 - Present
Job IT Project and Governance Professional
Industry Financial Services
Experience
Morgan Stanley May 2012 - Present
Barclays Capital September 2009 - February 2012
JPMorgan Chase 2001 - 2009
Bankers Trust 1994 - 2000
Goldman, Sachs & Co. 1983 - 1993
Skills
Fixed Income, Investment Banking, Credit Derivatives, Financial Risk, Structured Finance, Trading, Risk Management, Business Analysis, Swaps, Options, Derivatives, Interest Rate..., Credit, Analysis, Trading Systems, Capital Markets, Finance, Hedge Funds, Market Risk, Rates, Middle Office, PMO, Business Planning, Program Management, Stakeholder Management
Education
Columbia University - Columbia Business School
MBA
Wesleyan University
BA, High Honors
Morgan Stanley May 2012 - Present
Barclays Capital September 2009 - February 2012
JPMorgan Chase 2001 - 2009
Bankers Trust 1994 - 2000
Goldman, Sachs & Co. 1983 - 1993
Skills
Fixed Income, Investment Banking, Credit Derivatives, Financial Risk, Structured Finance, Trading, Risk Management, Business Analysis, Swaps, Options, Derivatives, Interest Rate..., Credit, Analysis, Trading Systems, Capital Markets, Finance, Hedge Funds, Market Risk, Rates, Middle Office, PMO, Business Planning, Program Management, Stakeholder Management
Education
Columbia University - Columbia Business School
MBA
Wesleyan University
BA, High Honors
Charles Graves, CFA Charles Graves, CFA's Morgan Stanley Experience April 1985 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 1985 - Present
Skills
Portfolio Management, Cross-functional Team..., Product Management, Product Design, Communication Skills, Sales Presentations
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Hamilton College 1980 — 1984
Bachelor of Arts (BA), Political Science and Government
Morgan Stanley April 1985 - Present
Skills
Portfolio Management, Cross-functional Team..., Product Management, Product Design, Communication Skills, Sales Presentations
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Hamilton College 1980 — 1984
Bachelor of Arts (BA), Political Science and Government
Rodrigo Mariño, CFA's Morgan Stanley Experience July 2015 - Present
Job Sales & Trading
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Bank of America July 2013 - July 2015
Bank of America June 2012 - August 2012
Banco de Bogotá March 2008 - July 2011
Banco de Bogota February 2006 - March 2008
Skills
Valuation, Capital Markets, Financial Modeling, Corporate Finance, Emerging Markets, Fixed Income, Financial Analysis, Bloomberg, Investments, Derivatives, Portfolio Management, Trading
Education
Columbia University - Columbia Business School 2010 — 2013
MBA, Finance
Universidad de Los Andes 2000 — 2005
BSCE, Civil Engineering
Morgan Stanley July 2015 - Present
Bank of America July 2013 - July 2015
Bank of America June 2012 - August 2012
Banco de Bogotá March 2008 - July 2011
Banco de Bogota February 2006 - March 2008
Skills
Valuation, Capital Markets, Financial Modeling, Corporate Finance, Emerging Markets, Fixed Income, Financial Analysis, Bloomberg, Investments, Derivatives, Portfolio Management, Trading
Education
Columbia University - Columbia Business School 2010 — 2013
MBA, Finance
Universidad de Los Andes 2000 — 2005
BSCE, Civil Engineering
Bruce Buff Bruce Buff's Morgan Stanley Experience July 1983 - September 1987
Job Principal at Booz & Company
Industry Management Consulting
Experience
Booz & Company October 2013 - Present
Booz Allen Hamilton August 2011 - February 2013
Independent Consultant May 2007 - August 2011
Jones Apparel Group 2003 - 2007
Fenway Partners/DCI March 2000 - June 2002
Booz Allen Hamilton 1991 - 1999
Credit Suisse First Boston September 1987 - January 1990
Morgan Stanley July 1983 - September 1987
Arthur Andersen January 1982 - June 1983
Skills
Mergers, Retail, Strategy, Management Consulting, Corporate Development, Information Technology, Business Process..., Strategic Partnerships
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance, Operations, Marketing
University of Pennsylvania - The Wharton School 1977 — 1981
Bachelor of Science, Finance
Hauppauge High School
Booz & Company October 2013 - Present
Booz Allen Hamilton August 2011 - February 2013
Independent Consultant May 2007 - August 2011
Jones Apparel Group 2003 - 2007
Fenway Partners/DCI March 2000 - June 2002
Booz Allen Hamilton 1991 - 1999
Credit Suisse First Boston September 1987 - January 1990
Morgan Stanley July 1983 - September 1987
Arthur Andersen January 1982 - June 1983
Skills
Mergers, Retail, Strategy, Management Consulting, Corporate Development, Information Technology, Business Process..., Strategic Partnerships
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance, Operations, Marketing
University of Pennsylvania - The Wharton School 1977 — 1981
Bachelor of Science, Finance
Hauppauge High School
Andrew Mellgard Andrew Mellgard's Morgan Stanley Experience January 2015 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
J.P. Morgan September 2012 - December 2014
Mercuria Energy Trading S.A. August 2011 - August 2012
Credit Suisse July 2008 - August 2011
Goldman Sachs November 1996 - June 2008
Mellon Bank April 1989 - October 1996
ExxonMobil August 1980 - August 1986
Skills
Commodities, Risk Management, Metals, Energy, Mining, Commodity, Capital Markets, Trading, Corporate Finance, Mergers & Acquisitions, Project Finance, Financial Analysis, Credit Risk, Coal, Due Diligence, Derivatives, Structured Finance, Management
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance & International Business
University of South Carolina-Columbia 1978 — 1980
MS, Geology
Lafayette College 1974 — 1978
BA, Geology
Morgan Stanley January 2015 - Present
J.P. Morgan September 2012 - December 2014
Mercuria Energy Trading S.A. August 2011 - August 2012
Credit Suisse July 2008 - August 2011
Goldman Sachs November 1996 - June 2008
Mellon Bank April 1989 - October 1996
ExxonMobil August 1980 - August 1986
Skills
Commodities, Risk Management, Metals, Energy, Mining, Commodity, Capital Markets, Trading, Corporate Finance, Mergers & Acquisitions, Project Finance, Financial Analysis, Credit Risk, Coal, Due Diligence, Derivatives, Structured Finance, Management
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance & International Business
University of South Carolina-Columbia 1978 — 1980
MS, Geology
Lafayette College 1974 — 1978
BA, Geology
Karl Sooder's Morgan Stanley Experience March 2000 - March 2003
Job InstructorSales & Marketing at University of Central Florida
Industry Education Management
Experience
University of Central Florida January 1999 - Present
Morgan Stanley March 2000 - March 2003
Gulf Consulting Group January 1996 - March 2000
The Double-Cola Company July 1985 - December 1995
Barq's Root Beer [The Coca-Cola Company] July 1982 - July 1985
Reily Foods Company July 1977 - December 1982
Procter & Gamble Co. [Gillette Division] July 1974 - June 1977
Frito Lay February 1972 - June 1974
Skills
Critical Thinking, Thought Leadership, Mentoring, Innovation, Strategic Thinking, Sales Management, Teaching, Leadership, Selling, Strategy, Sales, Salesforce.com, Marketing Strategy, Entrepreneurship, Management, Social Media, Time Management, Public Speaking, Social Media Marketing, CRM, Marketing Communications, Training, Market Research, Strategic Planning, Leadership Development, Customer Service, Team Leadership, Coaching, General Awesomeness
Education
Columbia University - Columbia Business School 1970 — 1972
MBA, Marketing
The Johns Hopkins University 1967 — 1969
Woodrow Wilson Fellow, Philosophy
University of Miami 1965 — 1967
BA, Philosophy, English, Spanish
University of Central Florida January 1999 - Present
Morgan Stanley March 2000 - March 2003
Gulf Consulting Group January 1996 - March 2000
The Double-Cola Company July 1985 - December 1995
Barq's Root Beer [The Coca-Cola Company] July 1982 - July 1985
Reily Foods Company July 1977 - December 1982
Procter & Gamble Co. [Gillette Division] July 1974 - June 1977
Frito Lay February 1972 - June 1974
Skills
Critical Thinking, Thought Leadership, Mentoring, Innovation, Strategic Thinking, Sales Management, Teaching, Leadership, Selling, Strategy, Sales, Salesforce.com, Marketing Strategy, Entrepreneurship, Management, Social Media, Time Management, Public Speaking, Social Media Marketing, CRM, Marketing Communications, Training, Market Research, Strategic Planning, Leadership Development, Customer Service, Team Leadership, Coaching, General Awesomeness
Education
Columbia University - Columbia Business School 1970 — 1972
MBA, Marketing
The Johns Hopkins University 1967 — 1969
Woodrow Wilson Fellow, Philosophy
University of Miami 1965 — 1967
BA, Philosophy, English, Spanish
Sharon Asch Gold Sharon Asch Gold's Morgan Stanley Experience May 2006 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2006 - Present
ABN AMRO 2004 - 2006
Moody's Investors Service July 1997 - June 2004
Prudential Securities 1996 - 1997
Skills
Securitization, ABS, Structured Finance, Capital Markets, Credit Analysis, STUDENT LOAN, Higher Education, Loans, Loan Origination, Financial Structuring, Derivatives, Investment Banking, Fixed Income, Structured Products, Credit Risk, Securities, Financial Modeling, Bonds, Credit Derivatives, Credit, Corporate Finance, Equities, Valuation, Portfolio Management, Alternative Investments, Finance, Financial Services, Banking, Hedge Funds
Education
Columbia University - Columbia Business School
Syracuse University
Bachelor's Degree, Accounting
Morgan Stanley May 2006 - Present
ABN AMRO 2004 - 2006
Moody's Investors Service July 1997 - June 2004
Prudential Securities 1996 - 1997
Skills
Securitization, ABS, Structured Finance, Capital Markets, Credit Analysis, STUDENT LOAN, Higher Education, Loans, Loan Origination, Financial Structuring, Derivatives, Investment Banking, Fixed Income, Structured Products, Credit Risk, Securities, Financial Modeling, Bonds, Credit Derivatives, Credit, Corporate Finance, Equities, Valuation, Portfolio Management, Alternative Investments, Finance, Financial Services, Banking, Hedge Funds
Education
Columbia University - Columbia Business School
Syracuse University
Bachelor's Degree, Accounting
Chris O'Donnell Chris O'Donnell's Morgan Stanley Experience July 1998 - July 2001
Job Consumer/Retail Equity Specialist
Industry Financial Services
Experience
Mark Asset Management May 2014 - June 2015
Stelliam Investment Management June 2011 - February 2013
Caxton Associates April 2002 - May 2011
Credit Suisse July 2001 - April 2002
Morgan Stanley July 1998 - July 2001
LibertyView Capital Management May 1997 - March 1998
Banque Paribas September 1993 - June 1996
Chemical Banking Corp June 1992 - September 1993
Skills
Equity Research Analysis, Equity Valuation, Investment Management, Chartered Financial..., Equity Trading, Consumer Goods, Hedge Funds, Asset Management, Portfolio Management, Equity Research, Investments, Strategy, Trading Strategies, Valuation, Equities, Hedging, Alternative Investments, Securities, Financial Modeling, Trading, Bloomberg, Capital Markets, Asset Allocation, Private Equity, Investment Strategies, Financial Markets, Value Investing, Proprietary Trading, Educational Fundraising
Education
Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, 3.5
Haverford College 1988 — 1992
Bachelor of Arts (B.A.), Economics, 3.3
Phillips Exeter Academy 1986 — 1988
Mark Asset Management May 2014 - June 2015
Stelliam Investment Management June 2011 - February 2013
Caxton Associates April 2002 - May 2011
Credit Suisse July 2001 - April 2002
Morgan Stanley July 1998 - July 2001
LibertyView Capital Management May 1997 - March 1998
Banque Paribas September 1993 - June 1996
Chemical Banking Corp June 1992 - September 1993
Skills
Equity Research Analysis, Equity Valuation, Investment Management, Chartered Financial..., Equity Trading, Consumer Goods, Hedge Funds, Asset Management, Portfolio Management, Equity Research, Investments, Strategy, Trading Strategies, Valuation, Equities, Hedging, Alternative Investments, Securities, Financial Modeling, Trading, Bloomberg, Capital Markets, Asset Allocation, Private Equity, Investment Strategies, Financial Markets, Value Investing, Proprietary Trading, Educational Fundraising
Education
Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, 3.5
Haverford College 1988 — 1992
Bachelor of Arts (B.A.), Economics, 3.3
Phillips Exeter Academy 1986 — 1988
Steven Lula's Morgan Stanley Experience August 2014 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Banking
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2013
Ally Financial Inc. January 2009 - June 2012
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Finance, General
Western Michigan University - Haworth College of Business 2004 — 2008
BBA, Finance, Economics
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2013
Ally Financial Inc. January 2009 - June 2012
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Finance, General
Western Michigan University - Haworth College of Business 2004 — 2008
BBA, Finance, Economics
Mark DeLorenzo Mark DeLorenzo's Morgan Stanley Experience May 2014 - August 2015
Job Senior Director Technology Services at Sensata Technologies
Industry Information Technology and Services
Experience
Sensata Technologies August 2015 - Present
Morgan Stanley May 2014 - August 2015
Sony Corporation of America July 2013 - April 2014
Sony Corporation November 2009 - July 2013
Sony Corporation January 2004 - November 2009
Sony Corporation September 1997 - December 2003
Sony Electronics June 1991 - August 1997
IBM 1988 - 1991
Skills
Telecommunications, Strategy, Vendor Management, Cloud Computing, Network Architecture, Data Center, Project Planning, IT Management, Information Security, Leadership, Business Development, Information Technology, Networking, Outsourcing, Management, Project Management, Product Management, Enterprise Software, Security, Managed Services, SaaS, Mobile Devices, Integration, IT Strategy, ITIL, Disaster Recovery, IT Operations, Cisco Technologies, Solution Selling, Enterprise Architecture, Professional Services, Pre-sales, Cross-functional Team..., Business Process, Program Management, Risk Management, IT Service Management, Business Intelligence, Strategic Partnerships, CRM, Executive Management, Virtualization, Go-to-market Strategy, Infrastructure, Business Process..., ERP, Business Continuity, Network Security, Wireless, VoIP
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Pace University 1992 — 1993
Master of Science (M.S.)
Fordham University 1986 — 1990
BA
Anderson High School 1982 — 1986
Sensata Technologies August 2015 - Present
Morgan Stanley May 2014 - August 2015
Sony Corporation of America July 2013 - April 2014
Sony Corporation November 2009 - July 2013
Sony Corporation January 2004 - November 2009
Sony Corporation September 1997 - December 2003
Sony Electronics June 1991 - August 1997
IBM 1988 - 1991
Skills
Telecommunications, Strategy, Vendor Management, Cloud Computing, Network Architecture, Data Center, Project Planning, IT Management, Information Security, Leadership, Business Development, Information Technology, Networking, Outsourcing, Management, Project Management, Product Management, Enterprise Software, Security, Managed Services, SaaS, Mobile Devices, Integration, IT Strategy, ITIL, Disaster Recovery, IT Operations, Cisco Technologies, Solution Selling, Enterprise Architecture, Professional Services, Pre-sales, Cross-functional Team..., Business Process, Program Management, Risk Management, IT Service Management, Business Intelligence, Strategic Partnerships, CRM, Executive Management, Virtualization, Go-to-market Strategy, Infrastructure, Business Process..., ERP, Business Continuity, Network Security, Wireless, VoIP
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Pace University 1992 — 1993
Master of Science (M.S.)
Fordham University 1986 — 1990
BA
Anderson High School 1982 — 1986
Charlie Boucher Charlie Boucher's Morgan Stanley Experience 2005 - 2008
Job Financial Services CIO / IT Executive
Industry Information Technology and Services
Experience
Archdiocese of Newark 2007 - Present
US Securities and Exchange Commission 2008 - 2010
Morgan Stanley 2005 - 2008
Standard & Poor's 1997 - 2004
Business Engine Software 2000 - 2003
Morgan Stanley 1991 - 1997
Salomon Brothers 1986 - 1991
Chase Manhattan 1980 - 1986
The New York Times 1979 - 1980
US Army 1970 - 1973
Education
Columbia University - Columbia Business School
MBA, Finance & Accounting
Rutgers University
BS, Management
Archdiocese of Newark 2007 - Present
US Securities and Exchange Commission 2008 - 2010
Morgan Stanley 2005 - 2008
Standard & Poor's 1997 - 2004
Business Engine Software 2000 - 2003
Morgan Stanley 1991 - 1997
Salomon Brothers 1986 - 1991
Chase Manhattan 1980 - 1986
The New York Times 1979 - 1980
US Army 1970 - 1973
Education
Columbia University - Columbia Business School
MBA, Finance & Accounting
Rutgers University
BS, Management
Alison (Barker) Davidson Alison (Barker) Davidson's Morgan Stanley Experience July 2002 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2002 - Present
Morgan Stanley March 2009 - December 2010
Morgan Stanley December 2005 - February 2008
Morgan Stanley October 2003 - December 2005
Morgan Stanley July 2002 - October 2003
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
McGill University 1998 — 2002
B.A. Hon., Political Science, Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
General Course, International Relations
Canadian College Italy 1997 — 1998
High School Diploma & Ontario Academic Credit
North Toronto Collegiate Institute 1995 — 1997
Morgan Stanley July 2002 - Present
Morgan Stanley March 2009 - December 2010
Morgan Stanley December 2005 - February 2008
Morgan Stanley October 2003 - December 2005
Morgan Stanley July 2002 - October 2003
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
McGill University 1998 — 2002
B.A. Hon., Political Science, Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
General Course, International Relations
Canadian College Italy 1997 — 1998
High School Diploma & Ontario Academic Credit
North Toronto Collegiate Institute 1995 — 1997
Joshua Tesoriero's Morgan Stanley Experience July 2006 - July 2012
Job Investment Professional
Industry Financial Services
Experience
Stone-Goff Partners May 2015 - Present
Afton Capital Partners, LLC February 2015 - May 2015
Aldwych Capital Partners August 2014 - February 2015
Barclays December 2013 - May 2014
Morgan Stanley July 2006 - July 2012
Skills
Equities, Financial Modeling, Investments, Hedge Funds, Capital Markets, Sales, Emerging Markets, Derivatives, Fixed Income, Portfolio Management, Prime Brokerage, Investment Banking, Economics, Bloomberg, Mergers & Acquisitions, Alternative Investments, Financial Analysis
Education
Columbia University - Columbia Business School 2012 — 2015
Master of Business Administration (M.B.A.)
Columbia University - School of International and Public Affairs 2012 — 2015
Master of International Affairs (M.I.A.)
Harvard University 2002 — 2006
BA, Italian Renaissance
Stone-Goff Partners May 2015 - Present
Afton Capital Partners, LLC February 2015 - May 2015
Aldwych Capital Partners August 2014 - February 2015
Barclays December 2013 - May 2014
Morgan Stanley July 2006 - July 2012
Skills
Equities, Financial Modeling, Investments, Hedge Funds, Capital Markets, Sales, Emerging Markets, Derivatives, Fixed Income, Portfolio Management, Prime Brokerage, Investment Banking, Economics, Bloomberg, Mergers & Acquisitions, Alternative Investments, Financial Analysis
Education
Columbia University - Columbia Business School 2012 — 2015
Master of Business Administration (M.B.A.)
Columbia University - School of International and Public Affairs 2012 — 2015
Master of International Affairs (M.I.A.)
Harvard University 2002 — 2006
BA, Italian Renaissance
Neelam Brar's Morgan Stanley Experience 2001 - 2002
Job Cofounder and CEO at District CoWork
Industry Hospitality
Experience
District Cowork June 2014 - Present
JM Financial (former JM Morgan Stanley) 2010 - 2012
Citigroup August 2005 - January 2009
Societe Generale October 2004 - August 2005
Westwind Partners 2002 - 2004
Morgan Stanley 2001 - 2002
Skills
Investment Banking, Valuation, Private Equity, Capital Markets, Equities, Financial Modeling, Investments, Hedge Funds, Corporate Finance, Asset Managment, Fixed Income, Alternative Investments, Due Diligence, Real Estate Acquisitions, investor presentations, Fundraising, Business Strategy, Strategy Implementation, Forecasting, Training, Strategic Hiring, Networking, Business Development, Mortgage Underwriting, International Real..., Emerging Markets, Global Management, Mergers & Acquisitions, Strategy, Management, Banking, Venture Capital, Entrepreneurship, Strategic Planning, Financial Analysis, Portfolio Management, Start-ups, Sales, Leadership, Finance, Marketing Strategy, Marketing, Strategic Partnerships
Education
Columbia Business School 2012 — 2014
Executive MBA
London Business School 2012 — 2014
MBA
Western University 1999 — 2001
HBA
The University of British Columbia 1997 — 1999
BSc Candidate
Crofton House High School 1992 — 1997
Honors
District Cowork June 2014 - Present
JM Financial (former JM Morgan Stanley) 2010 - 2012
Citigroup August 2005 - January 2009
Societe Generale October 2004 - August 2005
Westwind Partners 2002 - 2004
Morgan Stanley 2001 - 2002
Skills
Investment Banking, Valuation, Private Equity, Capital Markets, Equities, Financial Modeling, Investments, Hedge Funds, Corporate Finance, Asset Managment, Fixed Income, Alternative Investments, Due Diligence, Real Estate Acquisitions, investor presentations, Fundraising, Business Strategy, Strategy Implementation, Forecasting, Training, Strategic Hiring, Networking, Business Development, Mortgage Underwriting, International Real..., Emerging Markets, Global Management, Mergers & Acquisitions, Strategy, Management, Banking, Venture Capital, Entrepreneurship, Strategic Planning, Financial Analysis, Portfolio Management, Start-ups, Sales, Leadership, Finance, Marketing Strategy, Marketing, Strategic Partnerships
Education
Columbia Business School 2012 — 2014
Executive MBA
London Business School 2012 — 2014
MBA
Western University 1999 — 2001
HBA
The University of British Columbia 1997 — 1999
BSc Candidate
Crofton House High School 1992 — 1997
Honors
Paula Dubro Paula Dubro's Morgan Stanley Experience 1982 - 1984
Job Strategic Product Management Consultant
Industry Information Technology and Services
Experience
Financial Services Technology Planning, Research, Metrics, Analytics, Pricing, Profitability February 2011 - Present
Fiserv/Banklink 2003 - 2011
Fiserv/Banklink 1996 - 2003
Fiserv/Banklink 1995 - 1996
Chemical Bank/Banklink 1990 - 1995
Chemical Bank/Banklink 1986 - 1990
Morgan Stanley 1982 - 1984
Skills
Excel, Access, PowerPoint, Word, Microsoft Office, Microsoft Office 2007, MS Project, Quickbooks, Turbo Tax, FrontPage, Schoolwires, Financial Analysis, Financial Planning, Financial Modeling, Pricing, Pricing Strategy, Strategic Planning, Business Intelligence, Metrics, Analytics
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance, Accounting
University of Pennsylvania - The Wharton School 1978 — 1982
BS, Economics, Decision Sciences
Financial Services Technology Planning, Research, Metrics, Analytics, Pricing, Profitability February 2011 - Present
Fiserv/Banklink 2003 - 2011
Fiserv/Banklink 1996 - 2003
Fiserv/Banklink 1995 - 1996
Chemical Bank/Banklink 1990 - 1995
Chemical Bank/Banklink 1986 - 1990
Morgan Stanley 1982 - 1984
Skills
Excel, Access, PowerPoint, Word, Microsoft Office, Microsoft Office 2007, MS Project, Quickbooks, Turbo Tax, FrontPage, Schoolwires, Financial Analysis, Financial Planning, Financial Modeling, Pricing, Pricing Strategy, Strategic Planning, Business Intelligence, Metrics, Analytics
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance, Accounting
University of Pennsylvania - The Wharton School 1978 — 1982
BS, Economics, Decision Sciences
Simon Choi Simon Choi's Morgan Stanley Experience 2004 - 2008
Job Senior Leader, Risk & Capital Management Technology at GE Capital
Industry Financial Services
Experience
GE Capital 2014 - Present
Goldman Sachs 2010 - 2014
Alvarez & Marsal 2008 - 2010
Morgan Stanley 2004 - 2008
BearingPoint, Inc. 2002 - 2004
Arthur Andersen LLP 2001 - 2002
Tallan 2000 - 2001
Blackboard 2000 - 2000
Kronos 1998 - 2000
BuildNet Inc. 1996 - 1998
Skills
Investment Banking, Equities, Risk Management, Analytics, IT Strategy, Capital Markets, Hedge Funds, Mergers & Acquisitions, Private Equity, Valuation, Corporate Development, Business Analysis, Leadership, Emerging Markets, Derivatives, Business Process..., Asset Management, Financial Services, Financial Modeling, Trading Systems, Start-ups, Mergers, Business Intelligence, Project Management, Portfolio Management, Vendor Management, Cloud Computing, CCAR, Credit Risk, Basel III, Market Risk, Enterprise Risk..., Credit Risk Management, Investment Research, Lean Operations, CRM, IT Management, Product Management, Big Data, Market Research, Financial Markets, SDLC, Enterprise Architecture, Mobile Technology, Marketing Analytics, Operations Management, PMO, Reference Data, Economic Capital
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA), Finance and General Management
The University of Georgia 1994 — 1996
Master's Degree, Computer Science
The University of Georgia 1992 — 1994
Bachelor’s Degree, Magna Cum Laude, Computer Science
South China University of Technology 1989 — 1992
Computer Science
GE Capital 2014 - Present
Goldman Sachs 2010 - 2014
Alvarez & Marsal 2008 - 2010
Morgan Stanley 2004 - 2008
BearingPoint, Inc. 2002 - 2004
Arthur Andersen LLP 2001 - 2002
Tallan 2000 - 2001
Blackboard 2000 - 2000
Kronos 1998 - 2000
BuildNet Inc. 1996 - 1998
Skills
Investment Banking, Equities, Risk Management, Analytics, IT Strategy, Capital Markets, Hedge Funds, Mergers & Acquisitions, Private Equity, Valuation, Corporate Development, Business Analysis, Leadership, Emerging Markets, Derivatives, Business Process..., Asset Management, Financial Services, Financial Modeling, Trading Systems, Start-ups, Mergers, Business Intelligence, Project Management, Portfolio Management, Vendor Management, Cloud Computing, CCAR, Credit Risk, Basel III, Market Risk, Enterprise Risk..., Credit Risk Management, Investment Research, Lean Operations, CRM, IT Management, Product Management, Big Data, Market Research, Financial Markets, SDLC, Enterprise Architecture, Mobile Technology, Marketing Analytics, Operations Management, PMO, Reference Data, Economic Capital
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA), Finance and General Management
The University of Georgia 1994 — 1996
Master's Degree, Computer Science
The University of Georgia 1992 — 1994
Bachelor’s Degree, Magna Cum Laude, Computer Science
South China University of Technology 1989 — 1992
Computer Science
Alexandra Moser Alexandra Moser's Morgan Stanley Experience July 2006 - March 2009
Job Product Marketing at SalesforceIQ
Industry Internet
Experience
SalesforceIQ March 2015 - Present
RelateIQ November 2013 - February 2015
Bloom Energy August 2011 - October 2013
First Solar July 2010 - August 2010
UBS Financial Services March 2009 - June 2009
Morgan Stanley July 2006 - March 2009
Skills
Market Research, Valuation, Sales Management, Equities, Strategy, Marketing Strategy, Management, Sales, Investments, Start-ups, RelateIQ, CRM, Entrepreneurship, Competitive Analysis, Business Development, Integrated Marketing
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Yale University 2002 — 2006
BA, Molecular, Cellular & Developmental Biology
Menlo School 1998 — 2002
SalesforceIQ March 2015 - Present
RelateIQ November 2013 - February 2015
Bloom Energy August 2011 - October 2013
First Solar July 2010 - August 2010
UBS Financial Services March 2009 - June 2009
Morgan Stanley July 2006 - March 2009
Skills
Market Research, Valuation, Sales Management, Equities, Strategy, Marketing Strategy, Management, Sales, Investments, Start-ups, RelateIQ, CRM, Entrepreneurship, Competitive Analysis, Business Development, Integrated Marketing
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Yale University 2002 — 2006
BA, Molecular, Cellular & Developmental Biology
Menlo School 1998 — 2002
Alan Powell Alan Powell's Morgan Stanley Experience 2006 - 2008
Job Principal, Corporate Development at Sabre Holdings
Industry Information Technology and Services
Experience
Sabre Holdings July 2013 - Present
The Boston Consulting Group 2012 - 2013
Francisco Partners 2008 - 2009
Morgan Stanley 2006 - 2008
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Development, Due Diligence, Corporate Finance, Venture Capital, Emerging Markets, M&A experience, Capital Markets, Private Equity, Strategy, Business Strategy, Mergers
Education
Columbia University - Columbia Business School 2011 — 2012
MBA, Dean's Honors & Distinction (top 5%)
University of Pennsylvania 2000 — 2005
Bachelor’s Degree, Electrical Engineering
University of Pennsylvania - The Wharton School 2000 — 2005
Bachelor’s Degree, Economics with Finance concentration
Sabre Holdings July 2013 - Present
The Boston Consulting Group 2012 - 2013
Francisco Partners 2008 - 2009
Morgan Stanley 2006 - 2008
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Development, Due Diligence, Corporate Finance, Venture Capital, Emerging Markets, M&A experience, Capital Markets, Private Equity, Strategy, Business Strategy, Mergers
Education
Columbia University - Columbia Business School 2011 — 2012
MBA, Dean's Honors & Distinction (top 5%)
University of Pennsylvania 2000 — 2005
Bachelor’s Degree, Electrical Engineering
University of Pennsylvania - The Wharton School 2000 — 2005
Bachelor’s Degree, Economics with Finance concentration
Sharon Dauk Sharon Dauk's Morgan Stanley Experience August 1989 - September 1992
Job President, Sharon M. Dauk Coaching, LLC
Industry Professional Training & Coaching
Experience
Sharon M. Dauk Coaching, LLC 2008 - Present
Merryck & Co. April 2009 - Present
Dauk/Wagner Investments, LLC January 1994 - Present
Student Agencies, Inc. 1987 - Present
Dotmenu, Inc. 2004 - August 2011
Morgan Stanley August 1989 - September 1992
Student Agencies, Inc. 1987 - 1989
Smith Barney 1984 - 1987
Education
Cornell University - S.C. Johnson Graduate School of Management 1987 — 1989
Master of Business Administration (MBA)
Columbia University - Columbia Business School 2008 — 2009
Advanced Certification, Executive and Organizational Coaching
University of Southern California 1978 — 1982
BS, Business-Entrepreneurial Studies
Sharon M. Dauk Coaching, LLC 2008 - Present
Merryck & Co. April 2009 - Present
Dauk/Wagner Investments, LLC January 1994 - Present
Student Agencies, Inc. 1987 - Present
Dotmenu, Inc. 2004 - August 2011
Morgan Stanley August 1989 - September 1992
Student Agencies, Inc. 1987 - 1989
Smith Barney 1984 - 1987
Education
Cornell University - S.C. Johnson Graduate School of Management 1987 — 1989
Master of Business Administration (MBA)
Columbia University - Columbia Business School 2008 — 2009
Advanced Certification, Executive and Organizational Coaching
University of Southern California 1978 — 1982
BS, Business-Entrepreneurial Studies
Cynthia Niesen Cynthia Niesen's Morgan Stanley Experience March 2004 - May 2006
Job Wealth Manager at USAA Wealth Management
Industry Investment Management
Experience
USAA Wealth Management July 2014 - Present
Citi Personal Wealth Management December 2011 - July 2014
Seidman Private Advisors LLC October 2009 - January 2012
UBS August 2006 - April 2009
Morgan Stanley March 2004 - May 2006
HSBC January 2002 - October 2003
WestLB October 1991 - June 2001
The Chase Manhattan Bank July 1974 - April 1983
Education
Columbia University - Columbia Business School 1978 — 1979
MS
Manhattanville College
BA
USAA Wealth Management July 2014 - Present
Citi Personal Wealth Management December 2011 - July 2014
Seidman Private Advisors LLC October 2009 - January 2012
UBS August 2006 - April 2009
Morgan Stanley March 2004 - May 2006
HSBC January 2002 - October 2003
WestLB October 1991 - June 2001
The Chase Manhattan Bank July 1974 - April 1983
Education
Columbia University - Columbia Business School 1978 — 1979
MS
Manhattanville College
BA
Mairin Rooney Mairin Rooney's Morgan Stanley Experience April 2015 - Present
Job Healthcare Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2015 - Present
Wells Fargo Securities March 2014 - April 2015
Wells Fargo Securities February 2011 - March 2014
Pharus Advisors, LLC August 2010 - December 2010
Public Health Foundation Enterprises June 2008 - September 2009
Department of Family & Community Medicine, University of Calfiornia, Davis January 1999 - May 2008
Pacific Northwest National Laboratory June 2001 - September 2001
Skills
Mergers, Valuation, Financial Modeling, Investment Banking, Biotechnology Industry, Corporate Development, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Strategy, Investments, Bloomberg, Portfolio Management, Hedge Funds, Emerging Markets, Capital Markets, Equities, Due Diligence, M&A experience, Fixed Income, Private Equity, Equity Research, Equity Valuation, Finance, Asset Management, Competitive Analysis, Economics, Alternative Investments, Restructuring, Private Placements, Start-ups, Financial Structuring, LBO, Investment Strategies, Business Valuation, DCF, Investor Relations, Derivatives, Project Finance, IPO
Education
Columbia University - Columbia Business School
MBA
University of California, Berkeley, Haas School of Business
MBA
University of California, Davis
BS, Biochemical Engineering
Morgan Stanley April 2015 - Present
Wells Fargo Securities March 2014 - April 2015
Wells Fargo Securities February 2011 - March 2014
Pharus Advisors, LLC August 2010 - December 2010
Public Health Foundation Enterprises June 2008 - September 2009
Department of Family & Community Medicine, University of Calfiornia, Davis January 1999 - May 2008
Pacific Northwest National Laboratory June 2001 - September 2001
Skills
Mergers, Valuation, Financial Modeling, Investment Banking, Biotechnology Industry, Corporate Development, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Strategy, Investments, Bloomberg, Portfolio Management, Hedge Funds, Emerging Markets, Capital Markets, Equities, Due Diligence, M&A experience, Fixed Income, Private Equity, Equity Research, Equity Valuation, Finance, Asset Management, Competitive Analysis, Economics, Alternative Investments, Restructuring, Private Placements, Start-ups, Financial Structuring, LBO, Investment Strategies, Business Valuation, DCF, Investor Relations, Derivatives, Project Finance, IPO
Education
Columbia University - Columbia Business School
MBA
University of California, Berkeley, Haas School of Business
MBA
University of California, Davis
BS, Biochemical Engineering
Sarah Stamboulie Sarah Stamboulie's Morgan Stanley Experience 2000 - October 2001
Job Executive Coach and Career Consultant
Industry Professional Training & Coaching
Experience
Stamboulie Consulting July 2008 - Present
Columbia Business School January 2007 - June 2008
Cantor Fitzgerald 2002 - 2003
Morgan Stanley 2000 - October 2001
Nortel 1993 - 1997
Skills
Leadership Development, Executive Coaching, Coaching, MBTI, Negotiation, 360 Feedback, Outplacement, Career Development, Organizational..., HR Consulting, Strategy, Employee Relations, Interview Preparation, Interview Coaching, Public Speaking, Team Building
Education
Columbia University - Columbia Business School 1992 — 1993
MBA, Management, Human Resources
Vassar College 1981 — 1985
B.A., Psychology
American School in London 1976 — 1979
(Middle/high school)
Stamboulie Consulting July 2008 - Present
Columbia Business School January 2007 - June 2008
Cantor Fitzgerald 2002 - 2003
Morgan Stanley 2000 - October 2001
Nortel 1993 - 1997
Skills
Leadership Development, Executive Coaching, Coaching, MBTI, Negotiation, 360 Feedback, Outplacement, Career Development, Organizational..., HR Consulting, Strategy, Employee Relations, Interview Preparation, Interview Coaching, Public Speaking, Team Building
Education
Columbia University - Columbia Business School 1992 — 1993
MBA, Management, Human Resources
Vassar College 1981 — 1985
B.A., Psychology
American School in London 1976 — 1979
(Middle/high school)
Christine DiCesare's Morgan Stanley Experience July 1985 - July 1987
Job Committee Member/Chair and Board Member at Various Foundations and Non Profits
Industry Nonprofit Organization Management
Experience
Various Non-Profits, Foundations and Community Volunteer Positions 2004 - Present
Lehman Brothers 1996 - 2000
Dillon Read August 1990 - 1996
Morgan Stanley July 1985 - July 1987
Skills
Finance, Management, Strategy, Team Building, Strategic Planning, Nonprofits
Education
Columbia Business School, Georgetown University 1988 — 1990
MBA, finance/business
Georgetown University 1981 — 1985
BSBA, Business
Various Non-Profits, Foundations and Community Volunteer Positions 2004 - Present
Lehman Brothers 1996 - 2000
Dillon Read August 1990 - 1996
Morgan Stanley July 1985 - July 1987
Skills
Finance, Management, Strategy, Team Building, Strategic Planning, Nonprofits
Education
Columbia Business School, Georgetown University 1988 — 1990
MBA, finance/business
Georgetown University 1981 — 1985
BSBA, Business
Vinicio Ruiz's Morgan Stanley Experience June 2015 - August 2015
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
White Eagle Partners April 2015 - May 2015
Mesoamerica November 2011 - July 2014
International Monetary Fund July 2009 - October 2011
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
The George Washington University 2005 — 2009
Bachelor of Science, Economics
Morgan Stanley June 2015 - August 2015
White Eagle Partners April 2015 - May 2015
Mesoamerica November 2011 - July 2014
International Monetary Fund July 2009 - October 2011
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
The George Washington University 2005 — 2009
Bachelor of Science, Economics
Julie Sexton's Morgan Stanley Experience June 2015 - Present
Job Legal and Compliance
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
PwC 2005 - 2014
PricewaterhouseCoopers 2002 - 2005
Coopers & Lybrand Consulting 1998 - 2002
Coopers & Lybrand Consulting 1995 - 1998
Coopers & Lybrand Consulting 1993 - 1995
Skills
Management Consulting, Business Strategy, Risk Management, Due Diligence, Strategic Planning, Strategy, Change Management, Assurance
Education
Columbia Business School
MBA, Finance and Marketing
Wellesley College
Bachelor of Arts (B.A.), Economics, Chinese Studies
Morgan Stanley June 2015 - Present
PwC 2005 - 2014
PricewaterhouseCoopers 2002 - 2005
Coopers & Lybrand Consulting 1998 - 2002
Coopers & Lybrand Consulting 1995 - 1998
Coopers & Lybrand Consulting 1993 - 1995
Skills
Management Consulting, Business Strategy, Risk Management, Due Diligence, Strategic Planning, Strategy, Change Management, Assurance
Education
Columbia Business School
MBA, Finance and Marketing
Wellesley College
Bachelor of Arts (B.A.), Economics, Chinese Studies
Brian K Hinds Brian K Hinds's Morgan Stanley Experience November 2012 - 2013
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2013 - August 2015
Brookway 450 LLC August 2012 - August 2015
Morgan Stanley November 2012 - 2013
J.P. Morgan August 2011 - November 2012
JPMorgan Chase August 2010 - September 2011
JPMorgan Chase September 2009 - August 2010
Skills
Capital Markets, Financial Analysis, Financial Modeling, Presentation Development, Syndications, Business Strategy, Business Development, New Business Development, Financial Accounting, Analysis, Corporate Finance, Management, Strategic Planning, Microsoft Excel, Asset Management, Data Analysis, Finance, Leadership, Microsoft Office
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University 2014 — 2015
Graduate Certificate, Real Estate Finance and Investments
Rutgers Graduate Business School 2009 — 2011
Master's degree, Accounting
Rutgers Business School 2006 — 2009
Bachelor's degree, Accounting
UBS Wealth Management October 2013 - August 2015
Brookway 450 LLC August 2012 - August 2015
Morgan Stanley November 2012 - 2013
J.P. Morgan August 2011 - November 2012
JPMorgan Chase August 2010 - September 2011
JPMorgan Chase September 2009 - August 2010
Skills
Capital Markets, Financial Analysis, Financial Modeling, Presentation Development, Syndications, Business Strategy, Business Development, New Business Development, Financial Accounting, Analysis, Corporate Finance, Management, Strategic Planning, Microsoft Excel, Asset Management, Data Analysis, Finance, Leadership, Microsoft Office
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University 2014 — 2015
Graduate Certificate, Real Estate Finance and Investments
Rutgers Graduate Business School 2009 — 2011
Master's degree, Accounting
Rutgers Business School 2006 — 2009
Bachelor's degree, Accounting
Chris ZOU Yun Chris ZOU Yun's Morgan Stanley Experience July 2011 - June 2013
Job MBA Candidate, Columbia Business School
Industry Financial Services
Experience
China Investment Corporation May 2015 - July 2015
HSBC March 2015 - May 2015
HSBC August 2013 - March 2015
Morgan Stanley July 2011 - June 2013
PwC July 2010 - August 2010
Roland Berger February 2010 - April 2010
Ernst & Young June 2009 - August 2009
Skills
Data Analysis, Financial Modeling, Investment Banking, Valuation, Stata, Bloomberg, SAS, Corporate Finance, Financial Analysis, Equity Research, Equities, Private Equity, Bloomberg Terminal, Quantitative Finance, DCF, Emerging Markets, Capital Markets, Fixed Income, Derivatives, Capital IQ, Quantitative Analytics, Business Valuation, Equity Valuation, LBO, Financial Advisory
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Peking University 2007 — 2011
BBA/BA, Accounting/Arts
National University of Singapore 2009 — 2009
SEP, BBA
The High School Affiliated to Renmin University of China 2001 — 2007
China Investment Corporation May 2015 - July 2015
HSBC March 2015 - May 2015
HSBC August 2013 - March 2015
Morgan Stanley July 2011 - June 2013
PwC July 2010 - August 2010
Roland Berger February 2010 - April 2010
Ernst & Young June 2009 - August 2009
Skills
Data Analysis, Financial Modeling, Investment Banking, Valuation, Stata, Bloomberg, SAS, Corporate Finance, Financial Analysis, Equity Research, Equities, Private Equity, Bloomberg Terminal, Quantitative Finance, DCF, Emerging Markets, Capital Markets, Fixed Income, Derivatives, Capital IQ, Quantitative Analytics, Business Valuation, Equity Valuation, LBO, Financial Advisory
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Peking University 2007 — 2011
BBA/BA, Accounting/Arts
National University of Singapore 2009 — 2009
SEP, BBA
The High School Affiliated to Renmin University of China 2001 — 2007
Brian Leftwich Brian Leftwich's Morgan Stanley Experience September 2000 - October 2005
Job Partner at MMX Management
Industry Financial Services
Experience
MMX Management LLC October 2009 - Present
Citi February 2007 - September 2009
Merrill Lynch October 2005 - February 2007
Morgan Stanley September 2000 - October 2005
Salomon Smith Barney 1995 - 1998
Skills
Asset Managment, Hedge Funds, Private Equity, Alternative Investments, Investment Banking, Investments, Venture Capital, Fund Of Funds, Asset Management, Capital Markets, Corporate Development, Investor Relations, Private Placements, Investment Management, Equities, Financial Modeling, Valuation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance and Accounting
Princeton University 1991 — 1995
AB, Politics
MMX Management LLC October 2009 - Present
Citi February 2007 - September 2009
Merrill Lynch October 2005 - February 2007
Morgan Stanley September 2000 - October 2005
Salomon Smith Barney 1995 - 1998
Skills
Asset Managment, Hedge Funds, Private Equity, Alternative Investments, Investment Banking, Investments, Venture Capital, Fund Of Funds, Asset Management, Capital Markets, Corporate Development, Investor Relations, Private Placements, Investment Management, Equities, Financial Modeling, Valuation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance and Accounting
Princeton University 1991 — 1995
AB, Politics
Lisa Kammert Lisa Kammert's Morgan Stanley Experience July 1989 - August 1992
Job Director, Client & Curriculum Development at Yale School of Management
Industry Management Consulting
Experience
Yale School of Management July 2015 - Present
Columbia Business School September 2011 - July 2015
Credit Suisse December 1995 - March 2001
Morgan Stanley July 1989 - August 1992
Goldman Sachs June 1988 - August 1988
IBM Corporation 1980 - 1987
Skills
New Business Development, Client Development, Financial Analysis, Technology, Sales Management, Salesforce.com, Strategic Planning, Marketing Strategy, Competitive Analysis, Strategy, Business Development, Market Research, Business Strategy, Marketing, Program Management, Fundraising, CRM, Training, Consulting, Management Consulting, Sales, Finance, Entrepreneurship, Business Intelligence
Education
Columbia University - Columbia Business School
MBA
Wellesley College
Psychology
Yale School of Management July 2015 - Present
Columbia Business School September 2011 - July 2015
Credit Suisse December 1995 - March 2001
Morgan Stanley July 1989 - August 1992
Goldman Sachs June 1988 - August 1988
IBM Corporation 1980 - 1987
Skills
New Business Development, Client Development, Financial Analysis, Technology, Sales Management, Salesforce.com, Strategic Planning, Marketing Strategy, Competitive Analysis, Strategy, Business Development, Market Research, Business Strategy, Marketing, Program Management, Fundraising, CRM, Training, Consulting, Management Consulting, Sales, Finance, Entrepreneurship, Business Intelligence
Education
Columbia University - Columbia Business School
MBA
Wellesley College
Psychology
Brian Bober's Morgan Stanley Experience 2006 - 2013
Job Owner at Pokercuts
Industry Financial Services
Experience
Pokercuts 2013 - Present
Morgan Stanley 2006 - 2013
Standard & Poor's 2002 - 2006
Tishman Speyer 1996 - 2000
Education
Columbia Business School 2000 — 2002
MBA, Real Estate, Capital Markets
Lehigh University 1990 — 1994
Pokercuts 2013 - Present
Morgan Stanley 2006 - 2013
Standard & Poor's 2002 - 2006
Tishman Speyer 1996 - 2000
Education
Columbia Business School 2000 — 2002
MBA, Real Estate, Capital Markets
Lehigh University 1990 — 1994
Joseph Brown's Morgan Stanley Experience June 2013 - August 2013
Job Relationship Builder. Data Storyteller. Principled Negotiator. Avid Learner.
Industry Internet
Experience
LinkedIn July 2014 - Present
FootyTribe September 2013 - June 2014
Columbia University - Columbia Business School August 2012 - May 2014
Morgan Stanley June 2013 - August 2013
Robert Toigo Foundation March 2012 - August 2012
MBA JumpStart July 2012 - July 2012
Management Leadership for Tomorrow 2011 - June 2012
Morgan Stanley August 2010 - May 2012
Morgan Stanley July 2008 - July 2010
Morgan Stanley June 2007 - May 2008
Skills
Entrepreneurship, Business Strategy, Economics, Communication, Negotiation, Sales, SaaS, Fixed Income, Capital Markets, Bloomberg, Financial Modeling, Emerging Markets, Valuation, Series 7, Venture Capital, Due Diligence, Private Equity, Microsoft Excel, Social Media Marketing, Series 63, Financial Services, Structured Products, Leadership Development, Photography, Soccer, Board of Director..., Entrepreneurial Finance, Internet Entrepreneur, Academic Tutoring, Brand Management, Financial Markets, Wine, International Economics, Game Theory, Decision Modeling, Regression Models, Operations Management, Salesforce.com, Forecasting, Recruiting, Latin America, European Markets, Coaching, Business Development, Commercial Partnerships
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Management, Entrepreneurship
Pace University - Lubin School of Business 2004 — 2008
BBA, International Management, Spanish, Economics
Universidad de Sevilla 2007 — 2007
Exchange Semester, Business & Society Program
LinkedIn July 2014 - Present
FootyTribe September 2013 - June 2014
Columbia University - Columbia Business School August 2012 - May 2014
Morgan Stanley June 2013 - August 2013
Robert Toigo Foundation March 2012 - August 2012
MBA JumpStart July 2012 - July 2012
Management Leadership for Tomorrow 2011 - June 2012
Morgan Stanley August 2010 - May 2012
Morgan Stanley July 2008 - July 2010
Morgan Stanley June 2007 - May 2008
Skills
Entrepreneurship, Business Strategy, Economics, Communication, Negotiation, Sales, SaaS, Fixed Income, Capital Markets, Bloomberg, Financial Modeling, Emerging Markets, Valuation, Series 7, Venture Capital, Due Diligence, Private Equity, Microsoft Excel, Social Media Marketing, Series 63, Financial Services, Structured Products, Leadership Development, Photography, Soccer, Board of Director..., Entrepreneurial Finance, Internet Entrepreneur, Academic Tutoring, Brand Management, Financial Markets, Wine, International Economics, Game Theory, Decision Modeling, Regression Models, Operations Management, Salesforce.com, Forecasting, Recruiting, Latin America, European Markets, Coaching, Business Development, Commercial Partnerships
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Management, Entrepreneurship
Pace University - Lubin School of Business 2004 — 2008
BBA, International Management, Spanish, Economics
Universidad de Sevilla 2007 — 2007
Exchange Semester, Business & Society Program
Jay Namputhiripad PMP® Jay Namputhiripad PMP®'s Morgan Stanley Experience June 2010 - Present
Job Vice President Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
Federal Home Loan Banks Office of Finance January 2009 - May 2010
Constellation Energy October 2007 - December 2008
Keane Management Consulting (now part of NTT Data) 2004 - 2007
MicroStrategy June 2000 - October 2000
Skills
Risk Management, Investment Banking, Finance, Energy, Financial Risk, Strategy Development, Problem Solving, Six Sigma, Project Management, Program Management, Strategy, Enterprise Risk..., Business Strategy, Cross-functional Team..., Derivatives, Business Transformation, Management, Banking, Business Planning, Fixed Income
Education
MIT Sloan School of Management 2012 — 2012
Executive Program in Negotiation
Columbia University - Columbia Business School 2009 — 2009
Certificate in Risk Management, Risk Management
Cornell University 2008 — 2009
Certificates in Executive Leadership, Financial Management, Finance
Indian Institute of Management, Ahmedabad 1992 — 1994
MBA, Finance, Strategy
National Institute of Technology Calicut 1987 — 1991
B.Tech, Electrical Engineering
Frank Anthony Public School, Bangalore 1976 — 1987
Indian School Certificate Examination, 12th Grade
Morgan Stanley June 2010 - Present
Federal Home Loan Banks Office of Finance January 2009 - May 2010
Constellation Energy October 2007 - December 2008
Keane Management Consulting (now part of NTT Data) 2004 - 2007
MicroStrategy June 2000 - October 2000
Skills
Risk Management, Investment Banking, Finance, Energy, Financial Risk, Strategy Development, Problem Solving, Six Sigma, Project Management, Program Management, Strategy, Enterprise Risk..., Business Strategy, Cross-functional Team..., Derivatives, Business Transformation, Management, Banking, Business Planning, Fixed Income
Education
MIT Sloan School of Management 2012 — 2012
Executive Program in Negotiation
Columbia University - Columbia Business School 2009 — 2009
Certificate in Risk Management, Risk Management
Cornell University 2008 — 2009
Certificates in Executive Leadership, Financial Management, Finance
Indian Institute of Management, Ahmedabad 1992 — 1994
MBA, Finance, Strategy
National Institute of Technology Calicut 1987 — 1991
B.Tech, Electrical Engineering
Frank Anthony Public School, Bangalore 1976 — 1987
Indian School Certificate Examination, 12th Grade
Prakash Mavinkurve Prakash Mavinkurve's Morgan Stanley Experience 1996 - 2000
Job Finance Forecasting & Analytics | Treasury: Capital, Liquidity Risk, Market Risk. | Capital Market | Investor Relations.
Industry Financial Services
Experience
Solaris Solutions LLC January 2009 - Present
Nomura Holdings America June 2005 - October 2008
JPMorgan Chase October 2003 - June 2005
Morgan Stanley Investment Management 2000 - 2003
Morgan Stanley 1996 - 2000
Morgan Stanley 1993 - 1996
Skills
Equities, Finance, Investments, Financial Services, Strategy, Financial Analysis, Banking, Risk Management, Management, Due Diligence, Capital Markets, Financial Risk, Mutual Funds, Asset Management, Investment Banking, Fixed Income
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Columbia University in the City of New York 1991 — 1993
MBA, Finance, General
Solaris Solutions LLC January 2009 - Present
Nomura Holdings America June 2005 - October 2008
JPMorgan Chase October 2003 - June 2005
Morgan Stanley Investment Management 2000 - 2003
Morgan Stanley 1996 - 2000
Morgan Stanley 1993 - 1996
Skills
Equities, Finance, Investments, Financial Services, Strategy, Financial Analysis, Banking, Risk Management, Management, Due Diligence, Capital Markets, Financial Risk, Mutual Funds, Asset Management, Investment Banking, Fixed Income
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Columbia University in the City of New York 1991 — 1993
MBA, Finance, General
San Q. Phan San Q. Phan's Morgan Stanley Experience 2007 - 2008
Job Equity Analyst at Mizuho Securities
Industry Financial Services
Experience
Mizuho Securities USA Inc. 2015 - Present
BMO Capital Markets 2010 - 2015
Pacific Alternative Asset Management Company (PAAMCO) June 2009 - August 2009
Morgan Stanley 2007 - 2008
Morgan Stanley 2004 - 2007
Morgan Stanley 2002 - 2004
PricewaterhouseCoopers 1999 - 2002
Education
Columbia Business School
MBA, Finance, Value Investing
University of Pennsylvania
BSE, Civil Engineering Systems; Minor in Mathematics
Mizuho Securities USA Inc. 2015 - Present
BMO Capital Markets 2010 - 2015
Pacific Alternative Asset Management Company (PAAMCO) June 2009 - August 2009
Morgan Stanley 2007 - 2008
Morgan Stanley 2004 - 2007
Morgan Stanley 2002 - 2004
PricewaterhouseCoopers 1999 - 2002
Education
Columbia Business School
MBA, Finance, Value Investing
University of Pennsylvania
BSE, Civil Engineering Systems; Minor in Mathematics
Jennie Goldstein Jennie Goldstein's Morgan Stanley Experience June 2014 - August 2014
Job MBA Candidate at Columbia Business School
Industry Research
Experience
MyFirstApartment.com January 2008 - Present
Morgan Stanley June 2014 - August 2014
PVH Corp. July 2012 - July 2013
PVH Corp. July 2010 - June 2012
The McLaughlin Group June 2009 - August 2009
Skills
Corporate Social..., Data Analysis, Human Rights, Strategy, Training, Integration, Strategic Planning, Project Planning, Compliance Research, Business Process, Research, Facebook Marketing, WordPress, SPSS, Google Analytics, Project Management, Program Management, Adsense, Analysis, Leadership, Sustainability, Management
Education
Columbia Business School 2013 — 2015
Lafayette College 2006 — 2010
B.A., Economics & Business, French
Trinity School, New York City 1993 — 2006
MyFirstApartment.com January 2008 - Present
Morgan Stanley June 2014 - August 2014
PVH Corp. July 2012 - July 2013
PVH Corp. July 2010 - June 2012
The McLaughlin Group June 2009 - August 2009
Skills
Corporate Social..., Data Analysis, Human Rights, Strategy, Training, Integration, Strategic Planning, Project Planning, Compliance Research, Business Process, Research, Facebook Marketing, WordPress, SPSS, Google Analytics, Project Management, Program Management, Adsense, Analysis, Leadership, Sustainability, Management
Education
Columbia Business School 2013 — 2015
Lafayette College 2006 — 2010
B.A., Economics & Business, French
Trinity School, New York City 1993 — 2006
Damla Gunes Damla Gunes's Morgan Stanley Experience 2012 - December 2014
Job Quantitative Solutions and Innovations at Morgan Stanley FID
Industry Higher Education
Experience
Barclays Investment Bank October 2014 - Present
Morgan Stanley 2012 - December 2014
Columbia Business School September 2007 - April 2012
Morgan Stanley June 2011 - August 2011
Skills
Finance, Trading, FX Options, Financial Modeling, Quantitative Finance, Matlab, Valuation, Fixed Income, Sales, Quantitative Analytics, Bloomberg, R, Derivatives, VBA, Statistics, Stochastic Modeling, Bayesian statistics, Volatility, C++, KDB+
Education
Columbia University - Columbia Business School 2007 — 2012
Doctor of Philosophy (PhD), PhD in Finance / Financial Engineering
Sabancı Üniversitesi 2003 — 2007
Bachelor of Science (BS), Industrial Engineering & Math Minor
Barclays Investment Bank October 2014 - Present
Morgan Stanley 2012 - December 2014
Columbia Business School September 2007 - April 2012
Morgan Stanley June 2011 - August 2011
Skills
Finance, Trading, FX Options, Financial Modeling, Quantitative Finance, Matlab, Valuation, Fixed Income, Sales, Quantitative Analytics, Bloomberg, R, Derivatives, VBA, Statistics, Stochastic Modeling, Bayesian statistics, Volatility, C++, KDB+
Education
Columbia University - Columbia Business School 2007 — 2012
Doctor of Philosophy (PhD), PhD in Finance / Financial Engineering
Sabancı Üniversitesi 2003 — 2007
Bachelor of Science (BS), Industrial Engineering & Math Minor
Christin Levine's Morgan Stanley Experience August 2012 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2012 - Present
Morgan Stanley June 2011 - August 2011
McKinsey & Company January 2008 - July 2010
Euro RSCG Worldwide PR October 2005 - December 2007
Skills
Leadership, Corporate Finance, Strategic Consulting, Project Management
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
The University of Chicago 2004 — 2005
MA, Social Sciences
The Johns Hopkins University 2000 — 2004
BA, International Studies, Art History; Economics minor
Scarsdale High School 1996 — 2000
High School Diploma
Morgan Stanley August 2012 - Present
Morgan Stanley June 2011 - August 2011
McKinsey & Company January 2008 - July 2010
Euro RSCG Worldwide PR October 2005 - December 2007
Skills
Leadership, Corporate Finance, Strategic Consulting, Project Management
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
The University of Chicago 2004 — 2005
MA, Social Sciences
The Johns Hopkins University 2000 — 2004
BA, International Studies, Art History; Economics minor
Scarsdale High School 1996 — 2000
High School Diploma
Sary Amatoury's Morgan Stanley Experience May 2008 - August 2008
Job Private Equity at 3i
Industry Venture Capital & Private Equity
Experience
Bain & Company 2014 - 2014
CIBC World Markets July 2012 - May 2013
CIBC World Markets August 2009 - July 2012
Morgan Stanley May 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Corporate Finance, LBO, Capital Markets, DCF, Equities, Financial Analysis, Private Equity, Equity Research, Fixed Income, M&A experience, Leveraged Finance, Due Diligence, Emerging Markets, Financial Markets
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
London Business School 2014 — 2014
Master of Business Administration (MBA)
McGill University 2005 — 2009
Bachelor of Engineering, Electrical Engineering, 3.9/4.0
Bain & Company 2014 - 2014
CIBC World Markets July 2012 - May 2013
CIBC World Markets August 2009 - July 2012
Morgan Stanley May 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Corporate Finance, LBO, Capital Markets, DCF, Equities, Financial Analysis, Private Equity, Equity Research, Fixed Income, M&A experience, Leveraged Finance, Due Diligence, Emerging Markets, Financial Markets
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
London Business School 2014 — 2014
Master of Business Administration (MBA)
McGill University 2005 — 2009
Bachelor of Engineering, Electrical Engineering, 3.9/4.0
Wilson Cano Wilson Cano's Morgan Stanley Experience July 2001 - June 2002
Job Executive Coach/Organizational/Program Consultant at Dignity of Children, Inc
Industry Nonprofit Organization Management
Experience
Dignity of Children, Inc 2011 - Present
Democracy Prep Public Schools November 2012 - June 2014
Carver Center September 2010 - May 2012
NYC Department of Youth & Community Development June 2009 - September 2010
Children's Arts & Science Workshops, Inc June 2002 - June 2009
Morgan Stanley July 2001 - June 2002
New York City Police Department February 1993 - May 2001
Skills
Conflict Resolution, Microsoft Office, Government Liaison, Fundraising, Volunteer Management, Capacity Building, Organizational..., Strategic Planning, Program Management, Team Building, Event Management, Administration, Program Development, Policy, Coaching, Supervisory Skills, Government, Compliance, Public Relations, Problem Solving, Operations Management, Change Management, Crisis Management, Emergency Management, Community Outreach, Event Planning, Contract Negotiation, Nonprofits, Program Evaluation, Leadership Development, Staff Development, Leadership, Training, Youth Development, Grants, Community Development, Proposal Writing, Youth Engagement, Grant Writing, Youth Empowerment, Team Management, Team Leadership
Education
Lincoln University 2012 — 2014
Master of Human Services, Administration
Columbia Business School 2011 — 2012
Certificate, Senior Leaders Program for Nonprofit Professionals
New York City Police Department 1994 — 1994
Police Officer
Dignity of Children, Inc 2011 - Present
Democracy Prep Public Schools November 2012 - June 2014
Carver Center September 2010 - May 2012
NYC Department of Youth & Community Development June 2009 - September 2010
Children's Arts & Science Workshops, Inc June 2002 - June 2009
Morgan Stanley July 2001 - June 2002
New York City Police Department February 1993 - May 2001
Skills
Conflict Resolution, Microsoft Office, Government Liaison, Fundraising, Volunteer Management, Capacity Building, Organizational..., Strategic Planning, Program Management, Team Building, Event Management, Administration, Program Development, Policy, Coaching, Supervisory Skills, Government, Compliance, Public Relations, Problem Solving, Operations Management, Change Management, Crisis Management, Emergency Management, Community Outreach, Event Planning, Contract Negotiation, Nonprofits, Program Evaluation, Leadership Development, Staff Development, Leadership, Training, Youth Development, Grants, Community Development, Proposal Writing, Youth Engagement, Grant Writing, Youth Empowerment, Team Management, Team Leadership
Education
Lincoln University 2012 — 2014
Master of Human Services, Administration
Columbia Business School 2011 — 2012
Certificate, Senior Leaders Program for Nonprofit Professionals
New York City Police Department 1994 — 1994
Police Officer
Anthony Moon Anthony Moon's Morgan Stanley Experience September 2015 - Present
Job Chief Risk Officer Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
GE Capital 2014 - August 2015
GE Capital 2010 - 2014
Bank of Tokyo-Mitsubishi UFJ 1999 - 2010
Bankers Trust 1987 - 1999
Skills
Risk Management, Financial Risk, Management, Enterprise Risk..., Capital Markets, Credit, Finance, Portfolio Management, Strategy, Banking, Leadership, Liquidity Risk, Treasury, Credit Risk, Derivatives, Fixed Income, Market Risk, Operational Risk..., Business Strategy, Credit Analysis, Financial Institutions, Hedge Funds, Investment Banking, CCAR
Education
Columbia University - Columbia Business School
MBA
State University of New York College at Cortland 1982 — 1986
Economics
Morgan Stanley September 2015 - Present
GE Capital 2014 - August 2015
GE Capital 2010 - 2014
Bank of Tokyo-Mitsubishi UFJ 1999 - 2010
Bankers Trust 1987 - 1999
Skills
Risk Management, Financial Risk, Management, Enterprise Risk..., Capital Markets, Credit, Finance, Portfolio Management, Strategy, Banking, Leadership, Liquidity Risk, Treasury, Credit Risk, Derivatives, Fixed Income, Market Risk, Operational Risk..., Business Strategy, Credit Analysis, Financial Institutions, Hedge Funds, Investment Banking, CCAR
Education
Columbia University - Columbia Business School
MBA
State University of New York College at Cortland 1982 — 1986
Economics
Christopher Carril Christopher Carril's Morgan Stanley Experience June 2015 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
RBC Capital Markets July 2013 - June 2015
J.P. Morgan October 2012 - May 2013
Columbia Business School August 2011 - May 2013
Ocean Gate Capital Management, LP May 2006 - July 2011
Skills
Hedge Funds, Asset Managment, Start-ups, Financial Modeling, Valuation, Fund Of Funds, Bloomberg, Capital Markets, Equity Research, Corporate Finance, Financial Analysis, Asset Management, Equities
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Tufts University 2000 — 2004
BA, Economics
Fairfield College Preparatory School 1996 — 2000
Morgan Stanley June 2015 - Present
RBC Capital Markets July 2013 - June 2015
J.P. Morgan October 2012 - May 2013
Columbia Business School August 2011 - May 2013
Ocean Gate Capital Management, LP May 2006 - July 2011
Skills
Hedge Funds, Asset Managment, Start-ups, Financial Modeling, Valuation, Fund Of Funds, Bloomberg, Capital Markets, Equity Research, Corporate Finance, Financial Analysis, Asset Management, Equities
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Tufts University 2000 — 2004
BA, Economics
Fairfield College Preparatory School 1996 — 2000
Christopher McDonough's Morgan Stanley Experience August 2006 - March 2010
Job Senior Vice President, M&A
Industry Investment Banking
Experience
Cain Brothers March 2010 - Present
Morgan Stanley August 2006 - March 2010
Merrill Lynch May 2005 - July 2005
Cain Brothers July 2000 - August 2004
Arthur Andersen August 1999 - July 2000
Skills
Mergers, Corporate Finance, LBO, Mergers & Acquisitions, Investment Banking, Finance, Private Equity, Valuation, Financial Modeling, Capital Markets, Due Diligence, Equities, IPO, Venture Capital
Education
Columbia University - Columbia Business School 2004 — 2006
Villanova University 1995 — 1999
BS, Accounting
Cain Brothers March 2010 - Present
Morgan Stanley August 2006 - March 2010
Merrill Lynch May 2005 - July 2005
Cain Brothers July 2000 - August 2004
Arthur Andersen August 1999 - July 2000
Skills
Mergers, Corporate Finance, LBO, Mergers & Acquisitions, Investment Banking, Finance, Private Equity, Valuation, Financial Modeling, Capital Markets, Due Diligence, Equities, IPO, Venture Capital
Education
Columbia University - Columbia Business School 2004 — 2006
Villanova University 1995 — 1999
BS, Accounting
Bruce Brittain Bruce Brittain's Morgan Stanley Experience September 2009 - January 2012
Job Structured Credit Products Managing Director at SSS
Industry Financial Services
Experience
South Street Securities / Lucid MA January 2013 - Present
Morgan Stanley September 2009 - January 2012
Bear Stearns June 2001 - August 2008
Skills
Structured Products, Financial Modeling, Credit Derivatives, Fixed Income, Structured Finance, Fixed Income Analysis, Financial Analysis, Fixed Income Strategies, Capital Markets
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
The University of Chicago 1999 — 2003
Bachelor of Science (BSc), Mathematics
South Street Securities / Lucid MA January 2013 - Present
Morgan Stanley September 2009 - January 2012
Bear Stearns June 2001 - August 2008
Skills
Structured Products, Financial Modeling, Credit Derivatives, Fixed Income, Structured Finance, Fixed Income Analysis, Financial Analysis, Fixed Income Strategies, Capital Markets
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
The University of Chicago 1999 — 2003
Bachelor of Science (BSc), Mathematics
John Dallas Johnson, PMP John Dallas Johnson, PMP's Morgan Stanley Experience June 2009 - August 2009
Job Owner at Satellite Project Management Consulting, LLC
Industry Insurance
Experience
Satellite Project Management Consulting, LLC June 2015 - Present
St. Jude Medical July 2014 - June 2015
Humana March 2013 - June 2014
Humana March 2012 - April 2013
Booz Allen Hamilton June 2010 - August 2011
Morgan Stanley June 2009 - August 2009
UNITED STATES ARMY June 2006 - June 2008
U.S. Army January 2005 - June 2006
U.S. Army March 2004 - January 2005
Central Texas College February 2004 - December 2004
Skills
Military Experience, Project Management, Data Analysis, Army, Military, Security Clearance, DoD, Command, National Security, Military Operations, Operational Planning, Intelligence Analysis, Defense, Intelligence, Information Assurance, Program Management, Government, Cross-functional Team..., Strategic Planning, Process Improvement, Analysis, Change Management, Security, Leadership, Management, Team Building, Training, Government Contracting, Force Protection, Organizational..., Policy, Team Leadership, Management Consulting, Mergers & Acquisitions, Proposal Writing, Strategy, Six Sigma, Leadership Development, Risk Management, Operations Management, PMP, Project Planning, Systems Engineering, Integration, Human Resources
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Entrepreneurship
United States Military Academy at West Point 1999 — 2003
BS, Operations Research
IESE Business School - University of Navarra 2010 — 2010
Business
Touro University 2004 — 2005
MS, Information Technology Management
McMinn County High School 1996 — 1999
Satellite Project Management Consulting, LLC June 2015 - Present
St. Jude Medical July 2014 - June 2015
Humana March 2013 - June 2014
Humana March 2012 - April 2013
Booz Allen Hamilton June 2010 - August 2011
Morgan Stanley June 2009 - August 2009
UNITED STATES ARMY June 2006 - June 2008
U.S. Army January 2005 - June 2006
U.S. Army March 2004 - January 2005
Central Texas College February 2004 - December 2004
Skills
Military Experience, Project Management, Data Analysis, Army, Military, Security Clearance, DoD, Command, National Security, Military Operations, Operational Planning, Intelligence Analysis, Defense, Intelligence, Information Assurance, Program Management, Government, Cross-functional Team..., Strategic Planning, Process Improvement, Analysis, Change Management, Security, Leadership, Management, Team Building, Training, Government Contracting, Force Protection, Organizational..., Policy, Team Leadership, Management Consulting, Mergers & Acquisitions, Proposal Writing, Strategy, Six Sigma, Leadership Development, Risk Management, Operations Management, PMP, Project Planning, Systems Engineering, Integration, Human Resources
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Entrepreneurship
United States Military Academy at West Point 1999 — 2003
BS, Operations Research
IESE Business School - University of Navarra 2010 — 2010
Business
Touro University 2004 — 2005
MS, Information Technology Management
McMinn County High School 1996 — 1999
Michael Yoon's Morgan Stanley Experience July 2010 - April 2013
Job CTO at MiMedia
Industry Information Technology and Services
Experience
MiMedia May 2013 - Present
Smarton Learning Solutions January 2013 - Present
Pleiades January 2001 - Present
Morgan Stanley July 2010 - April 2013
Barnes&Noble.com January 2005 - July 2010
Barnes and Noble February 2002 - January 2005
Rylien Consulting Inc. June 2001 - February 2002
NoteClip Inc. 2000 - 2001
Bloomberg LLP 1996 - 2000
Skills
Agile Methodologies, E-commerce, Product Management, Enterprise Architecture, Project Management, IT Strategy, Software Development, Enterprise Software, Leadership, Technical Direction, Master Data Management, Start-ups, SaaS, SDLC, Mobile Devices, System Architecture, SOA, Integration, Cloud Computing, Software Project..., Agile Project Management, PMO, Mobile Applications, Architecture, Business Intelligence, Solution Architecture, Unix, Web Applications, Architectures, Linux, Scrum
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Finance
McGill University 1992 — 1996
B.Eng, Electrical Engineering
MiMedia May 2013 - Present
Smarton Learning Solutions January 2013 - Present
Pleiades January 2001 - Present
Morgan Stanley July 2010 - April 2013
Barnes&Noble.com January 2005 - July 2010
Barnes and Noble February 2002 - January 2005
Rylien Consulting Inc. June 2001 - February 2002
NoteClip Inc. 2000 - 2001
Bloomberg LLP 1996 - 2000
Skills
Agile Methodologies, E-commerce, Product Management, Enterprise Architecture, Project Management, IT Strategy, Software Development, Enterprise Software, Leadership, Technical Direction, Master Data Management, Start-ups, SaaS, SDLC, Mobile Devices, System Architecture, SOA, Integration, Cloud Computing, Software Project..., Agile Project Management, PMO, Mobile Applications, Architecture, Business Intelligence, Solution Architecture, Unix, Web Applications, Architectures, Linux, Scrum
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Finance
McGill University 1992 — 1996
B.Eng, Electrical Engineering
Cathy Kadets's Morgan Stanley Experience January 1991 - 1996
Job Global Operations at Moodys Corporation
Industry Management Consulting
Experience
Moody's Investors Service May 2012 - Present
Moody's Corporation January 2012 - May 2012
Moody's Corporation January 2010 - December 2011
CapGemini (formerly Ernst & Young Consulting) 2003 - 2005
Cap Gemini (formerly Ernst & Young Consulting) September 1999 - January 2003
Morgan Stanley January 1991 - 1996
Skills
Business Strategy, Program Management, Financial Services, Change Management, Analytics, Outsourcing, Business Transformation, Business Process..., Process Engineering, Fixed Income, Strategy, Management Consulting, IT Strategy, Investment Banking, Strategic Planning, Finance, PMO, Mergers & Acquisitions, Financial Modeling, Leadership, Trading Systems, Executive Management, Coaching, CRM, Business Intelligence, Vendor Management, Banking, Management, Financial Analysis, Cross-functional Team..., Business Analysis, Valuation, Project Management, Start-ups, Risk Management, Equities, SDLC, Project Portfolio..., Capital Markets, Due Diligence, Strategic Partnerships, Business Process..., Process Improvement
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
The Johns Hopkins University
BA, Economics
Moody's Investors Service May 2012 - Present
Moody's Corporation January 2012 - May 2012
Moody's Corporation January 2010 - December 2011
CapGemini (formerly Ernst & Young Consulting) 2003 - 2005
Cap Gemini (formerly Ernst & Young Consulting) September 1999 - January 2003
Morgan Stanley January 1991 - 1996
Skills
Business Strategy, Program Management, Financial Services, Change Management, Analytics, Outsourcing, Business Transformation, Business Process..., Process Engineering, Fixed Income, Strategy, Management Consulting, IT Strategy, Investment Banking, Strategic Planning, Finance, PMO, Mergers & Acquisitions, Financial Modeling, Leadership, Trading Systems, Executive Management, Coaching, CRM, Business Intelligence, Vendor Management, Banking, Management, Financial Analysis, Cross-functional Team..., Business Analysis, Valuation, Project Management, Start-ups, Risk Management, Equities, SDLC, Project Portfolio..., Capital Markets, Due Diligence, Strategic Partnerships, Business Process..., Process Improvement
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
The Johns Hopkins University
BA, Economics
Bryan Allen's Morgan Stanley Experience May 1989 - May 2002
Job EVP, Chief Human Resource Officer at CIT
Industry Financial Services
Experience
CIT July 2012 - Present
The Hanover Insurance Group August 2006 - July 2012
US Trust May 2002 - March 2006
Morgan Stanley May 1989 - May 2002
Skills
Employee Benefits, Succession Planning, Deferred Compensation, Talent Management, Performance Management, Employee Relations, Employee Engagement, Workforce Planning, HRIS, Onboarding, Talent Acquisition, Benefits Administration, Human Resources, Executive Pay, Organizational..., Organizational Design, Personnel Management, Recruiting, Workers Compensation, Organizational..., Labor Relations, College Recruiting, HR Policies, HR Consulting
Education
Columbia Business School 1997 — 1999
MBA, Finance/Accounting
Cornell University 1985 — 1989
BS, Industrial and Labor Relations
CIT July 2012 - Present
The Hanover Insurance Group August 2006 - July 2012
US Trust May 2002 - March 2006
Morgan Stanley May 1989 - May 2002
Skills
Employee Benefits, Succession Planning, Deferred Compensation, Talent Management, Performance Management, Employee Relations, Employee Engagement, Workforce Planning, HRIS, Onboarding, Talent Acquisition, Benefits Administration, Human Resources, Executive Pay, Organizational..., Organizational Design, Personnel Management, Recruiting, Workers Compensation, Organizational..., Labor Relations, College Recruiting, HR Policies, HR Consulting
Education
Columbia Business School 1997 — 1999
MBA, Finance/Accounting
Cornell University 1985 — 1989
BS, Industrial and Labor Relations
Arnold Kang's Morgan Stanley Experience 2005 - 2006
Job
Industry Financial Services
Experience
Pzena Investment Management 2012 - 2014
Columbia Business School 2011 - 2012
Marathon Asset Management 2006 - 2010
Morgan Stanley 2005 - 2006
Skills
Hedge Funds, Global Macro, Alternative Investments, Fixed Income, Special Situations, Emerging Markets, Bloomberg Terminal, Leveraged Finance, Bloomberg, MBS, Capital Markets, Structured Finance, Investment Banking, Asset Management, Structured Products, Equity Research, Equities, Valuation, LBO, Financial Modeling, Investment Management, Credit Derivatives, Bonds, Private Equity, Portfolio Management
Education
Yale University 2000 — 2005
Columbia University - Columbia Business School
Pzena Investment Management 2012 - 2014
Columbia Business School 2011 - 2012
Marathon Asset Management 2006 - 2010
Morgan Stanley 2005 - 2006
Skills
Hedge Funds, Global Macro, Alternative Investments, Fixed Income, Special Situations, Emerging Markets, Bloomberg Terminal, Leveraged Finance, Bloomberg, MBS, Capital Markets, Structured Finance, Investment Banking, Asset Management, Structured Products, Equity Research, Equities, Valuation, LBO, Financial Modeling, Investment Management, Credit Derivatives, Bonds, Private Equity, Portfolio Management
Education
Yale University 2000 — 2005
Columbia University - Columbia Business School
Jim Houghton's Morgan Stanley Experience September 2000 - August 2007
Job Technology Firm Financial and Product Management Leader
Industry Financial Services
Experience
ObjectFrontier Inc November 2012 - Present
Credit Suisse October 2007 - October 2012
Morgan Stanley September 2000 - August 2007
Princeton Financial Systems January 1994 - March 2000
Oracle Corporation 1997 - 1998
Skills
Financial Services, Prime Brokerage, Hedge Funds, Project Management, Financial Management..., Product Development, CFO, Investment Technology, Outsourcing, Fixed Income, Derivatives, Portfolio Management, Equities, Risk Management, Management, Finance, Investment Banking, Capital Markets, Investments, Management Consulting
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Finance, International Business
Columbia University in the City of New York 1985 — 1988
Master of International Affairs, East Asian Studies
University of Washington 1979 — 1983
BA Bus Admin, Accounting
ObjectFrontier Inc November 2012 - Present
Credit Suisse October 2007 - October 2012
Morgan Stanley September 2000 - August 2007
Princeton Financial Systems January 1994 - March 2000
Oracle Corporation 1997 - 1998
Skills
Financial Services, Prime Brokerage, Hedge Funds, Project Management, Financial Management..., Product Development, CFO, Investment Technology, Outsourcing, Fixed Income, Derivatives, Portfolio Management, Equities, Risk Management, Management, Finance, Investment Banking, Capital Markets, Investments, Management Consulting
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Finance, International Business
Columbia University in the City of New York 1985 — 1988
Master of International Affairs, East Asian Studies
University of Washington 1979 — 1983
BA Bus Admin, Accounting
Anjelica Kelly's Morgan Stanley Experience August 2013 - Present
Job Associate at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley August 2013 - Present
Office of US Senator Barbara Boxer January 2010 - July 2011
Office of US Senator Barbara Boxer July 2009 - January 2010
Wachovia Securities May 2008 - August 2008
Nomura International Plc May 2007 - August 2007
Office of US Representative Barbara Lee May 2006 - August 2006
Education
Columbia Business School 2011 — 2013
MBA, Finance & Economics
Harvard University 2005 — 2009
Economics & Government
The London School of Economics and Political Science (LSE) 2007 — 2007
Accounting & Economics
Morgan Stanley August 2013 - Present
Office of US Senator Barbara Boxer January 2010 - July 2011
Office of US Senator Barbara Boxer July 2009 - January 2010
Wachovia Securities May 2008 - August 2008
Nomura International Plc May 2007 - August 2007
Office of US Representative Barbara Lee May 2006 - August 2006
Education
Columbia Business School 2011 — 2013
MBA, Finance & Economics
Harvard University 2005 — 2009
Economics & Government
The London School of Economics and Political Science (LSE) 2007 — 2007
Accounting & Economics
Ben Braun's Morgan Stanley Experience January 2011 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley August 2007 - December 2010
CNET Networks 2003 - 2005
Education
Columbia University - Columbia Business School 2005 — 2007
Duke University 1996 — 2000
BA, Public Policy
Duke University 1996 — 2000
BA, Public Policy
Morgan Stanley January 2011 - Present
Morgan Stanley August 2007 - December 2010
CNET Networks 2003 - 2005
Education
Columbia University - Columbia Business School 2005 — 2007
Duke University 1996 — 2000
BA, Public Policy
Duke University 1996 — 2000
BA, Public Policy
Adina Dolfman's Morgan Stanley Experience August 2001 - May 2006
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Banc of America Securities July 2006 - Present
Morgan Stanley August 2001 - May 2006
JP Morgan July 1999 - August 2001
BlackRock Financial Management July 1995 - July 1997
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Columbia University in the City of New York 1991 — 1995
BA, Economics
Banc of America Securities July 2006 - Present
Morgan Stanley August 2001 - May 2006
JP Morgan July 1999 - August 2001
BlackRock Financial Management July 1995 - July 1997
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Columbia University in the City of New York 1991 — 1995
BA, Economics
Katherine Roche's Morgan Stanley Experience 2007 - 2009
Job Sr. Business Analyst / Management Consultant (Available for Contract)
Industry Financial Services
Experience
Independent 2010 - Present
Morgan Stanley 2007 - 2009
PricewaterhouseCoopers LLP 2006 - 2007
Independent 2002 - 2006
PricewaterhouseCoopers LLP 1998 - 2002
Skills
Enterprise Risk..., AML, Risk Management, Capital Markets, Credit Risk, Derivatives, Basel II, Operational Risk, Investment Banking, Compliance, Fixed Income, Due Diligence, Operational Risk..., Financial Services, Equities, Financial Markets, Business Analysis, Credit, Credit Derivatives, Interest Rate..., Cash Management, Settlement, Commercial Banking, Management Consulting, Business Process..., Loans, Mergers, Governance, Basel III, Securities, FX Options, Portfolio Management, PMO, Analysis, Finance, Mergers & Acquisitions, Options, Asset Management
Education
Columbia University - Columbia Business School 2012 — 2012
Executive Education, Risk Management
Pace University - Lubin School of Business
MBA, Finance (ex thesis)
State University of New York at New Paltz
BS, Mathematics
Independent 2010 - Present
Morgan Stanley 2007 - 2009
PricewaterhouseCoopers LLP 2006 - 2007
Independent 2002 - 2006
PricewaterhouseCoopers LLP 1998 - 2002
Skills
Enterprise Risk..., AML, Risk Management, Capital Markets, Credit Risk, Derivatives, Basel II, Operational Risk, Investment Banking, Compliance, Fixed Income, Due Diligence, Operational Risk..., Financial Services, Equities, Financial Markets, Business Analysis, Credit, Credit Derivatives, Interest Rate..., Cash Management, Settlement, Commercial Banking, Management Consulting, Business Process..., Loans, Mergers, Governance, Basel III, Securities, FX Options, Portfolio Management, PMO, Analysis, Finance, Mergers & Acquisitions, Options, Asset Management
Education
Columbia University - Columbia Business School 2012 — 2012
Executive Education, Risk Management
Pace University - Lubin School of Business
MBA, Finance (ex thesis)
State University of New York at New Paltz
BS, Mathematics
Scott Sutliff's Morgan Stanley Experience October 2012 - July 2014
Job Credit Risk Management at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2014 - Present
Morgan Stanley October 2012 - July 2014
RPA Advisors, LLC March 2011 - September 2012
Capstone Advisory Group January 2009 - February 2011
Citi Alternative Investments March 2006 - June 2008
Citigroup Global Markets Inc July 2004 - March 2006
Citigroup July 2002 - July 2004
Citigroup May 1998 - July 2002
Citigroup July 1996 - May 1998
Citigroup February 1992 - June 1996
Skills
Leveraged Finance, Corporate Finance, Project Finance, Restructuring, Distressed Debt, Secured Lending, Portfolio Management, Credit Risk, Credit Analysis, Risk Management, M&A, Financial Analysis, Cash Flow Forecasting, Securitization, High Yield, Valuation, Financial Advisory, Loan Structuring, Workout, Relationship Management, Special Situations, Syndications, Business Analysis, Alternative Investments
Education
Columbia University - Columbia Business School 1989 — 1992
MBA, Finance, Accounting, International Business
Columbia University - School of International and Public Affairs 1989 — 1992
MIA, Masters in International Affairs
Georgetown University 1982 — 1986
BA, History
Deutsche Bank August 2014 - Present
Morgan Stanley October 2012 - July 2014
RPA Advisors, LLC March 2011 - September 2012
Capstone Advisory Group January 2009 - February 2011
Citi Alternative Investments March 2006 - June 2008
Citigroup Global Markets Inc July 2004 - March 2006
Citigroup July 2002 - July 2004
Citigroup May 1998 - July 2002
Citigroup July 1996 - May 1998
Citigroup February 1992 - June 1996
Skills
Leveraged Finance, Corporate Finance, Project Finance, Restructuring, Distressed Debt, Secured Lending, Portfolio Management, Credit Risk, Credit Analysis, Risk Management, M&A, Financial Analysis, Cash Flow Forecasting, Securitization, High Yield, Valuation, Financial Advisory, Loan Structuring, Workout, Relationship Management, Special Situations, Syndications, Business Analysis, Alternative Investments
Education
Columbia University - Columbia Business School 1989 — 1992
MBA, Finance, Accounting, International Business
Columbia University - School of International and Public Affairs 1989 — 1992
MIA, Masters in International Affairs
Georgetown University 1982 — 1986
BA, History
Andrew Lodge's Morgan Stanley Experience 2000 - 2002
Job Global Head of Corporate Development at Prince International
Industry Mining & Metals
Experience
Prince International Corporation 2013 - Present
Relativity Capital 2006 - 2013
New York Private Equity Network 2005 - 2013
Columbia Business School 2012 - 2012
Palladium Equity Partners 2003 - 2006
Morgan Stanley 2000 - 2002
Arthur Andersen Business Consulting 1995 - 1998
Skills
Corporate Development, LBO, Private Equity, Venture Capital, Investment Banking, Financial Modeling, Valuation, Due Diligence, Leveraged Finance, Mergers & Acquisitions, Business Valuation, Special Situations, Mergers, Private Placements, Alternative Investments, Corporate Finance, Recapitalizations, Deal Sourcing, M&A experience, Divestitures, Capital Raising, Financial Structuring, acquisitions
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
Cornell University 1991 — 1995
Bachelor of Science (BS), College of Engineering, Operations Research & Industrial Engineering
Deerfield Academy 1987 — 1991
Prince International Corporation 2013 - Present
Relativity Capital 2006 - 2013
New York Private Equity Network 2005 - 2013
Columbia Business School 2012 - 2012
Palladium Equity Partners 2003 - 2006
Morgan Stanley 2000 - 2002
Arthur Andersen Business Consulting 1995 - 1998
Skills
Corporate Development, LBO, Private Equity, Venture Capital, Investment Banking, Financial Modeling, Valuation, Due Diligence, Leveraged Finance, Mergers & Acquisitions, Business Valuation, Special Situations, Mergers, Private Placements, Alternative Investments, Corporate Finance, Recapitalizations, Deal Sourcing, M&A experience, Divestitures, Capital Raising, Financial Structuring, acquisitions
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
Cornell University 1991 — 1995
Bachelor of Science (BS), College of Engineering, Operations Research & Industrial Engineering
Deerfield Academy 1987 — 1991
Patrick R. Romain's Morgan Stanley Experience 1994 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
Barclays Capital 2012 - April 2014
Genworth Financial 2010 - 2012
Niamor Capital Management LLC 2008 - 2010
Deutsche Bank AG 2001 - 2008
Morgan Stanley 1994 - 2001
Moody's Investors Service 1992 - 1994
UBS 1988 - 1992
State Street 1985 - 1988
Skills
Risk Management, Investments, Credit, Financial Analysis, Financial Risk, Credit Risk, Investment Management, Asset Management, Investment Banking, Commercial Banking, Capital Markets, Fixed Income, Derivatives, ABS, Structured Finance, Market Risk, Bonds, Securitization, Management, Digital Journalism, Credit Policy, Economic Capital, Probability of Default..., Risk Reporting &..., Stress Testing, International Affairs, Journalism
Education
Harvard University
B.A., Government
Columbia University - School of International and Public Affairs
MIA, International Relations and Affairs
Columbia University - Columbia Business School
Columbia Senior Executive Program - Executive Education
Barclays Capital 2012 - April 2014
Genworth Financial 2010 - 2012
Niamor Capital Management LLC 2008 - 2010
Deutsche Bank AG 2001 - 2008
Morgan Stanley 1994 - 2001
Moody's Investors Service 1992 - 1994
UBS 1988 - 1992
State Street 1985 - 1988
Skills
Risk Management, Investments, Credit, Financial Analysis, Financial Risk, Credit Risk, Investment Management, Asset Management, Investment Banking, Commercial Banking, Capital Markets, Fixed Income, Derivatives, ABS, Structured Finance, Market Risk, Bonds, Securitization, Management, Digital Journalism, Credit Policy, Economic Capital, Probability of Default..., Risk Reporting &..., Stress Testing, International Affairs, Journalism
Education
Harvard University
B.A., Government
Columbia University - School of International and Public Affairs
MIA, International Relations and Affairs
Columbia University - Columbia Business School
Columbia Senior Executive Program - Executive Education
Laurie Moses's Morgan Stanley Experience January 2003 - November 2004
Job Marketing Strategy, Digital Marketing, Program Management, Communications. Drives results.
Industry Marketing and Advertising
Experience
LM Marketing Solutions February 1995 - Present
Taproot Foundation August 2014 - April 2015
GfK November 2012 - July 2013
Merrill Lynch November 2010 - October 2012
Sullivan & Cromwell LLP February 2006 - September 2008
Virgin Mobile May 2005 - December 2006
Morgan Stanley January 2003 - November 2004
D&B 2002 - 2002
Prudential Financial January 1999 - June 2000
T3 Media 1998 - 1998
Skills
Integrated Marketing, Marketing Strategy, Digital Marketing, Direct Marketing, Social Media Marketing, Product Marketing, Project Management, Relationship Management, Leadership, Social Media, Online Marketing, Marketing, Strategic Planning, CRM, Entrepreneurship, Marketing Communications, Management, Strategy, Digital Strategy
Education
Columbia University - Columbia Business School
MBA, Marketing
Cornell University
BA, History
LM Marketing Solutions February 1995 - Present
Taproot Foundation August 2014 - April 2015
GfK November 2012 - July 2013
Merrill Lynch November 2010 - October 2012
Sullivan & Cromwell LLP February 2006 - September 2008
Virgin Mobile May 2005 - December 2006
Morgan Stanley January 2003 - November 2004
D&B 2002 - 2002
Prudential Financial January 1999 - June 2000
T3 Media 1998 - 1998
Skills
Integrated Marketing, Marketing Strategy, Digital Marketing, Direct Marketing, Social Media Marketing, Product Marketing, Project Management, Relationship Management, Leadership, Social Media, Online Marketing, Marketing, Strategic Planning, CRM, Entrepreneurship, Marketing Communications, Management, Strategy, Digital Strategy
Education
Columbia University - Columbia Business School
MBA, Marketing
Cornell University
BA, History
Andrew Welch's Morgan Stanley Experience August 2009 - February 2014
Job Vice President at Revelstoke Capital Partners LLC
Industry Venture Capital & Private Equity
Experience
Revelstoke Capital Partners LLC March 2014 - Present
Morgan Stanley August 2009 - February 2014
Deloitte Consulting August 2004 - July 2007
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Finance
Cornell University 2000 — 2004
Bachelor of Science (B.S.), Mechanical Engineering
Revelstoke Capital Partners LLC March 2014 - Present
Morgan Stanley August 2009 - February 2014
Deloitte Consulting August 2004 - July 2007
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Finance
Cornell University 2000 — 2004
Bachelor of Science (B.S.), Mechanical Engineering
Rosemary Kelley's Morgan Stanley Experience June 1987 - August 1989
Job Managing Director at Kroll Bond Rating Agency, Inc.
Industry Financial Services
Experience
Kroll Bond Rating Agency, Inc. February 2014 - Present
Kroll Bond Rating Agency, Inc. August 2011 - Present
DBRS January 2010 - August 2011
DBRS June 2009 - January 2010
MBIA Insurance Corporation January 2003 - October 2008
MBIA September 1998 - January 2003
Citibank March 1998 - September 1998
Deutsche Bank March 1993 - March 1998
Sanwa Bank June 1991 - August 1993
Morgan Stanley June 1987 - August 1989
Skills
Credit Risk, Portfolio Management, Due Diligence, Restructuring, Customer Relations, Relationship Management, Credit Analysis, Structured Finance, Loan Origination, Project Finance, Customer Service, Valuation, Capital Markets, Loss Mitigation, Loans, Credit, Securitization, Fixed Income, Financial Structuring, Financial Services, Financial Analysis, Investment Banking, Financial Modeling, Corporate Finance, Derivatives, Asset Managment, Risk Management, ABS, Structured Products, Leveraged Finance, Securities, Bonds, Emerging Markets, Hedge Funds, Bloomberg, Investments, Financial Risk, Credit Derivatives, Finance, Banking, Equities, Alternative Investments, MBS, Treasury Management, Private Equity, Series 7, Funding, Financial Markets, Financial Institutions, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance, Accounting and International Business
Manhattanville College 1984 — 1987
BA, Management
Kroll Bond Rating Agency, Inc. February 2014 - Present
Kroll Bond Rating Agency, Inc. August 2011 - Present
DBRS January 2010 - August 2011
DBRS June 2009 - January 2010
MBIA Insurance Corporation January 2003 - October 2008
MBIA September 1998 - January 2003
Citibank March 1998 - September 1998
Deutsche Bank March 1993 - March 1998
Sanwa Bank June 1991 - August 1993
Morgan Stanley June 1987 - August 1989
Skills
Credit Risk, Portfolio Management, Due Diligence, Restructuring, Customer Relations, Relationship Management, Credit Analysis, Structured Finance, Loan Origination, Project Finance, Customer Service, Valuation, Capital Markets, Loss Mitigation, Loans, Credit, Securitization, Fixed Income, Financial Structuring, Financial Services, Financial Analysis, Investment Banking, Financial Modeling, Corporate Finance, Derivatives, Asset Managment, Risk Management, ABS, Structured Products, Leveraged Finance, Securities, Bonds, Emerging Markets, Hedge Funds, Bloomberg, Investments, Financial Risk, Credit Derivatives, Finance, Banking, Equities, Alternative Investments, MBS, Treasury Management, Private Equity, Series 7, Funding, Financial Markets, Financial Institutions, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance, Accounting and International Business
Manhattanville College 1984 — 1987
BA, Management
Andrew Lubeck's Morgan Stanley Experience 2004 - 2005
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
Columbia Business School January 2014 - Present
Owl Creek Asset Management 2011 - 2012
Ziff Brothers Investments 2007 - 2011
Citadel Investment Group 2006 - 2007
Morgan Stanley 2004 - 2005
Skills
Equities, Hedge Funds, Financial Modeling, Valuation, Bloomberg, Private Equity, Equity Research, Asset Management, Investments, Investment Banking, Alternative Investments, Fixed Income, Portfolio Management, Financial Analysis, Due Diligence, Corporate Finance, Emerging Markets, Securities, Commodity, Trading, Venture Capital, Capital Markets
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Rice University 2000 — 2004
Bachelor of Science (BS), Physics
Columbia Business School January 2014 - Present
Owl Creek Asset Management 2011 - 2012
Ziff Brothers Investments 2007 - 2011
Citadel Investment Group 2006 - 2007
Morgan Stanley 2004 - 2005
Skills
Equities, Hedge Funds, Financial Modeling, Valuation, Bloomberg, Private Equity, Equity Research, Asset Management, Investments, Investment Banking, Alternative Investments, Fixed Income, Portfolio Management, Financial Analysis, Due Diligence, Corporate Finance, Emerging Markets, Securities, Commodity, Trading, Venture Capital, Capital Markets
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Rice University 2000 — 2004
Bachelor of Science (BS), Physics
Ben Durrant's Morgan Stanley Experience 1999 - 2000
Job VP at Deutsche Bank
Industry Banking
Experience
Deutsche Bank VPMerrill Lynch2005 - 2007
Vantis Capital 2003 - 2005
Morgan Stanley 1999 - 2000
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
Deutsche Bank VPMerrill Lynch2005 - 2007
Vantis Capital 2003 - 2005
Morgan Stanley 1999 - 2000
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
Bruce Baumgartner's Morgan Stanley Experience June 2012 - August 2012
Job Apple Inc.
Industry Consumer Electronics
Experience
Apple July 2013 - Present
Morgan Stanley June 2012 - August 2012
US Navy May 2003 - August 2011
Skills
Financial Modeling, Security Clearance, Operational Planning, Military, Military Operations, Military Experience, Navy, Cross-functional Team..., Intelligence Analysis, National Security, Top Secret, DoD, Intelligence, Valuation, Defense, Policy
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance
United States Naval Academy 1999 — 2003
Bachelor of Science (BS), Economics
University of Virginia 1998 — 1999
Engineering and Applied Science
Apple July 2013 - Present
Morgan Stanley June 2012 - August 2012
US Navy May 2003 - August 2011
Skills
Financial Modeling, Security Clearance, Operational Planning, Military, Military Operations, Military Experience, Navy, Cross-functional Team..., Intelligence Analysis, National Security, Top Secret, DoD, Intelligence, Valuation, Defense, Policy
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance
United States Naval Academy 1999 — 2003
Bachelor of Science (BS), Economics
University of Virginia 1998 — 1999
Engineering and Applied Science
Adam Shukovsky's Morgan Stanley Experience July 2004 - March 2011
Job Interest Rate Derivatives Trader
Industry Financial Services
Experience
Credit Suisse June 2012 - Present
Deutsche Bank April 2011 - April 2012
Morgan Stanley July 2004 - March 2011
Skills
Risk Management, Interest Rate..., Financial Modeling, Capital Markets, Rates, Derivatives, Fixed Income, Trading, Equities, Bloomberg, Investment Banking, Structured Products, Hedge Funds, Credit Derivatives
Education
Columbia University - Columbia Business School 2008 — 2010
emba
Princeton University 2000 — 2004
Credit Suisse June 2012 - Present
Deutsche Bank April 2011 - April 2012
Morgan Stanley July 2004 - March 2011
Skills
Risk Management, Interest Rate..., Financial Modeling, Capital Markets, Rates, Derivatives, Fixed Income, Trading, Equities, Bloomberg, Investment Banking, Structured Products, Hedge Funds, Credit Derivatives
Education
Columbia University - Columbia Business School 2008 — 2010
emba
Princeton University 2000 — 2004
Christopher Bartlett's Morgan Stanley Experience March 2004 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley March 2004 - Present
Bear, Stearns & Co. Inc. 2002 - 2004
Arthur Andersen LLP 1996 - 2000
Skills
Joint Ventures, Financial Modeling, Mergers & Acquisitions, Private Equity, Corporate Finance, Valuation, Due Diligence, Financial Analysis, Capital Markets, Investment Banking
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance & Media Management
The University of Texas at Austin 1992 — 1996
BBA, Finance
Morgan Stanley March 2004 - Present
Bear, Stearns & Co. Inc. 2002 - 2004
Arthur Andersen LLP 1996 - 2000
Skills
Joint Ventures, Financial Modeling, Mergers & Acquisitions, Private Equity, Corporate Finance, Valuation, Due Diligence, Financial Analysis, Capital Markets, Investment Banking
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance & Media Management
The University of Texas at Austin 1992 — 1996
BBA, Finance
Ken Bell's Morgan Stanley Experience 2008 - 2009
Job Senior Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
Woods End Technology, Inc September 2010 - Present
Credit Suisse June 2014 - January 2015
MassMutual Financial Group November 2013 - May 2014
Swiss Re March 2010 - June 2013
Morgan Stanley 2008 - 2009
Morgan Stanley 2004 - 2008
Morgan Stanley 1995 - 2003
Morgan Stanley 1990 - 1994
Morgan Stanley 1986 - 1989
Skills
Prime Brokerage, Hedge Funds, Risk Management, Portfolio Management, Collateral Management, Performance Attribution, Performance Measurement, BlackRock Aladdin, Analysis, Business Analysis, Equities, Trading Systems, Trading, Financial Risk, FX Options, Derivatives, Asset Management, Fixed Income, Financial Services
Education
Columbia University - Columbia Business School 2010 — 2010
Risk Management
MALVERN
University of Toronto - University of Trinity College
BSc, Mathematics & Physics
OppenheimerFunds January 2015 - Present
Woods End Technology, Inc September 2010 - Present
Credit Suisse June 2014 - January 2015
MassMutual Financial Group November 2013 - May 2014
Swiss Re March 2010 - June 2013
Morgan Stanley 2008 - 2009
Morgan Stanley 2004 - 2008
Morgan Stanley 1995 - 2003
Morgan Stanley 1990 - 1994
Morgan Stanley 1986 - 1989
Skills
Prime Brokerage, Hedge Funds, Risk Management, Portfolio Management, Collateral Management, Performance Attribution, Performance Measurement, BlackRock Aladdin, Analysis, Business Analysis, Equities, Trading Systems, Trading, Financial Risk, FX Options, Derivatives, Asset Management, Fixed Income, Financial Services
Education
Columbia University - Columbia Business School 2010 — 2010
Risk Management
MALVERN
University of Toronto - University of Trinity College
BSc, Mathematics & Physics
Alex Saporito's Morgan Stanley Experience January 2012 - August 2015
Job Managing Director at Flexpoint Ford, LLC
Industry Financial Services
Experience
Flexpoint Ford, LLC 2015 - Present
Morgan Stanley January 2012 - August 2015
Morgan Stanley June 2002 - January 2012
RISConsulting May 1999 - July 2001
Hartford Steam Boiler July 1997 - April 1999
Skills
CMBS, Securitization, Loans, Capital Markets, Derivatives, Equities, Financial Modeling, Financial Structuring, Fixed Income, Investment Banking, Investments, Private Equity, Residential Mortgages, Securities, Structured Finance, Valuation
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance and economics
Cornell University 1993 — 1997
BS, Chemical engineering
Boulder High
Flexpoint Ford, LLC 2015 - Present
Morgan Stanley January 2012 - August 2015
Morgan Stanley June 2002 - January 2012
RISConsulting May 1999 - July 2001
Hartford Steam Boiler July 1997 - April 1999
Skills
CMBS, Securitization, Loans, Capital Markets, Derivatives, Equities, Financial Modeling, Financial Structuring, Fixed Income, Investment Banking, Investments, Private Equity, Residential Mortgages, Securities, Structured Finance, Valuation
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance and economics
Cornell University 1993 — 1997
BS, Chemical engineering
Boulder High
Alex (Zhenzhe) Wang's Morgan Stanley Experience June 2015 - August 2015
Job Summer Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
1010 Capital January 2015 - May 2015
Glowing Collective January 2015 - May 2015
A.T. Kearney July 2014 - July 2014
A.T. Kearney January 2013 - June 2014
A.T. Kearney July 2011 - December 2012
Skills
Management Consulting, Strategy, Business Strategy, Strategic Consulting, Market Entry, Business Planning, Market Analysis, Due Diligence, Entrepreneurship, Private Equity, Impact Investing, Equity Research, Deal Sourcing
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Nankai University 2006 — 2011
Bachelor of Arts (BA), Economics
Morgan Stanley June 2015 - August 2015
1010 Capital January 2015 - May 2015
Glowing Collective January 2015 - May 2015
A.T. Kearney July 2014 - July 2014
A.T. Kearney January 2013 - June 2014
A.T. Kearney July 2011 - December 2012
Skills
Management Consulting, Strategy, Business Strategy, Strategic Consulting, Market Entry, Business Planning, Market Analysis, Due Diligence, Entrepreneurship, Private Equity, Impact Investing, Equity Research, Deal Sourcing
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Nankai University 2006 — 2011
Bachelor of Arts (BA), Economics
Louis Cherrone's Morgan Stanley Experience June 2006 - December 2006
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
Bowery Investment Management, LLC April 2014 - Present
Brown Brothers Harriman May 2010 - June 2013
Loughlin Meghji + Company July 2008 - May 2010
Scotia Capital July 2007 - December 2007
Morgan Stanley June 2006 - December 2006
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Northeastern University 2003 — 2008
BSBA, Finance
Bowery Investment Management, LLC April 2014 - Present
Brown Brothers Harriman May 2010 - June 2013
Loughlin Meghji + Company July 2008 - May 2010
Scotia Capital July 2007 - December 2007
Morgan Stanley June 2006 - December 2006
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Northeastern University 2003 — 2008
BSBA, Finance
Christian N Arriz's Morgan Stanley Experience 2014 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Cowen and Company 2011 - 2013
BNP Paribas 2009 - 2011
JPMorgan Chase 2008 - 2009
Bear Stearns & Co 1999 - 2008
Bankers Trust Company 1993 - 1999
Bernard Johnson Incorporated 1988 - 1992
Skills
Equity Derivatives, Options, Trading, Structured Products, Hedge Funds, Fixed Income, Derivatives, Equities
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance, with Honors
University of Pennsylvania 1984 — 1988
BSE, Civil Engineering
St. Mark's School 1982 — 1984
Morgan Stanley 2014 - Present
Cowen and Company 2011 - 2013
BNP Paribas 2009 - 2011
JPMorgan Chase 2008 - 2009
Bear Stearns & Co 1999 - 2008
Bankers Trust Company 1993 - 1999
Bernard Johnson Incorporated 1988 - 1992
Skills
Equity Derivatives, Options, Trading, Structured Products, Hedge Funds, Fixed Income, Derivatives, Equities
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance, with Honors
University of Pennsylvania 1984 — 1988
BSE, Civil Engineering
St. Mark's School 1982 — 1984
Christoph Rode's Morgan Stanley Experience 2002 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2002 - Present
Goldman Sachs June 2001 - August 2001
KPMG Corporate Finance 1998 - 2000
Skills
Fixed Income, Derivatives, Trading, Credit Derivatives, Commodity, Hedging, Financial Structuring, Portfolio Management, Risk Management, Funding
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
RWTH Aachen University
Diplom, Physics, Mathematics
Morgan Stanley 2002 - Present
Goldman Sachs June 2001 - August 2001
KPMG Corporate Finance 1998 - 2000
Skills
Fixed Income, Derivatives, Trading, Credit Derivatives, Commodity, Hedging, Financial Structuring, Portfolio Management, Risk Management, Funding
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
RWTH Aachen University
Diplom, Physics, Mathematics
Adeesh Setya's Morgan Stanley Experience May 2014 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley May 2009 - May 2014
Merrill Lynch May 2000 - May 2009
M&T Bank July 1993 - April 2000
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Thapar Institute of Engineering and Technology 1985 — 1989
B Tech, Mechanical Engineering
Morgan Stanley May 2014 - Present
Morgan Stanley May 2009 - May 2014
Merrill Lynch May 2000 - May 2009
M&T Bank July 1993 - April 2000
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Thapar Institute of Engineering and Technology 1985 — 1989
B Tech, Mechanical Engineering
Brant Rubin's Morgan Stanley Experience July 2004 - July 2007
Job Analyst, Investment Fund
Industry Investment Management
Experience
Investment Fund June 2011 - Present
Oak Street Capital Management July 2007 - December 2009
Morgan Stanley July 2004 - July 2007
Brown, Gibbons, Lang & Co June 2003 - June 2004
von Braun & Schreiber Private Equity Partners 2002 - 2002
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Value Investing Program
Yale University 1998 — 2002
BA, Political Science
Investment Fund June 2011 - Present
Oak Street Capital Management July 2007 - December 2009
Morgan Stanley July 2004 - July 2007
Brown, Gibbons, Lang & Co June 2003 - June 2004
von Braun & Schreiber Private Equity Partners 2002 - 2002
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Value Investing Program
Yale University 1998 — 2002
BA, Political Science
Rachel (Ng) Russell's Morgan Stanley Experience November 2012 - Present
Job Head of CLO Syndicate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2012 - Present
Morgan Stanley July 2004 - Present
Education
Columbia University - Columbia Business School
Master of Business Administration
The University of British Columbia
Bachelor of Commerce
Morgan Stanley November 2012 - Present
Morgan Stanley July 2004 - Present
Education
Columbia University - Columbia Business School
Master of Business Administration
The University of British Columbia
Bachelor of Commerce
W. Chris Roth's Morgan Stanley Experience June 2007 - May 2010
Job Senior Director at Tishman Speyer
Industry Real Estate
Experience
Tishman Speyer June 2010 - Present
Morgan Stanley June 2007 - May 2010
Skills
Private Equity, Real Estate Economics, Valuation, Due Diligence, Asset Management, Financial Modeling, Financial Reporting, Real Estate, Real Estate Private..., Real Estate Transactions, Commercial Real Estate, Brokerage, Investments, Disposition, Dispositions, Financial Analysis, Real Estate Development, Finance
Education
Columbia Business School 2012 — 2014
MBA
University of Virginia
BA, Economics, Architectural History
Tishman Speyer June 2010 - Present
Morgan Stanley June 2007 - May 2010
Skills
Private Equity, Real Estate Economics, Valuation, Due Diligence, Asset Management, Financial Modeling, Financial Reporting, Real Estate, Real Estate Private..., Real Estate Transactions, Commercial Real Estate, Brokerage, Investments, Disposition, Dispositions, Financial Analysis, Real Estate Development, Finance
Education
Columbia Business School 2012 — 2014
MBA
University of Virginia
BA, Economics, Architectural History
Shaan Sheikh, CFA's Morgan Stanley Experience May 2011 - June 2014
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
GE Energy Financial Services June 2015 - August 2015
Morgan Stanley May 2011 - June 2014
Dahlman Rose & Co. May 2009 - May 2011
JP Morgan July 2008 - January 2009
JP Morgan May 2007 - August 2007
Skills
Equity Research, Financial Modeling, Valuation, Equities, Corporate Finance, Due Diligence, Capital Markets, Fixed Income, Investment Management, Investment Banking, Hedge Funds, Bloomberg, Business Strategy, IPO, Mergers & Acquisitions, Investments
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2003 — 2007
Bachelor of Applied Science (BASc), Systems Engineering
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science (B.Sc.), Economics, Finance
GE Energy Financial Services June 2015 - August 2015
Morgan Stanley May 2011 - June 2014
Dahlman Rose & Co. May 2009 - May 2011
JP Morgan July 2008 - January 2009
JP Morgan May 2007 - August 2007
Skills
Equity Research, Financial Modeling, Valuation, Equities, Corporate Finance, Due Diligence, Capital Markets, Fixed Income, Investment Management, Investment Banking, Hedge Funds, Bloomberg, Business Strategy, IPO, Mergers & Acquisitions, Investments
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2003 — 2007
Bachelor of Applied Science (BASc), Systems Engineering
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science (B.Sc.), Economics, Finance
Andrew Schenker's Morgan Stanley Experience September 2009 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2009 - Present
Sanford C. Bernstein June 2008 - September 2009
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finace and Accounting
Duke University 1996 — 2001
BS, Economics and Computer Science
Morgan Stanley September 2009 - Present
Sanford C. Bernstein June 2008 - September 2009
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finace and Accounting
Duke University 1996 — 2001
BS, Economics and Computer Science
Christina Alfandary's Morgan Stanley Experience August 1990 - April 2000
Job Senior Managing Director at Nikko Asset Management
Industry Investment Management
Experience
Nikko Asset Management Americas, Inc. September 2010 - May 2015
Nikko Asset Management International Inc. September 2005 - October 2010
Gabelli Asset Management September 2001 - August 2005
Morgan Stanley August 1990 - April 2000
Bankers Trust August 1989 - August 1990
Skills
Fixed Income, Equities, Investments, Alternative Investments, Hedge Funds, Investment Management, Asset Managment, Institutional Investors, Investment Strategies, Portfolio Management, Mutual Funds, Asset Allocation, Equity Research, Capital Markets, Marketing Strategy, Strategic Partnerships, Management, Sales Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Lewis and Clark College 1985 — 1989
Bachelor of Arts (B.A.), Economics
Nikko Asset Management Americas, Inc. September 2010 - May 2015
Nikko Asset Management International Inc. September 2005 - October 2010
Gabelli Asset Management September 2001 - August 2005
Morgan Stanley August 1990 - April 2000
Bankers Trust August 1989 - August 1990
Skills
Fixed Income, Equities, Investments, Alternative Investments, Hedge Funds, Investment Management, Asset Managment, Institutional Investors, Investment Strategies, Portfolio Management, Mutual Funds, Asset Allocation, Equity Research, Capital Markets, Marketing Strategy, Strategic Partnerships, Management, Sales Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Lewis and Clark College 1985 — 1989
Bachelor of Arts (B.A.), Economics
Amitabh Arora's Morgan Stanley Experience July 2003 - May 2004
Job Systemic Risk at Citi
Industry Financial Services
Experience
Citi April 2015 - Present
Citi August 2012 - April 2015
Citigroup October 2009 - August 2012
International Monetary Fund February 2009 - October 2009
Lehman Brothers 2004 - 2008
Morgan Stanley July 2003 - May 2004
Lehman Brothers December 1996 - May 2003
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Portfolio Management, Financial Modeling, Bloomberg, Valuation, Interest Rate..., Investments
Education
Columbia University - Columbia Business School 1991 — 1996
Ph.D., Finance
Citi April 2015 - Present
Citi August 2012 - April 2015
Citigroup October 2009 - August 2012
International Monetary Fund February 2009 - October 2009
Lehman Brothers 2004 - 2008
Morgan Stanley July 2003 - May 2004
Lehman Brothers December 1996 - May 2003
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Portfolio Management, Financial Modeling, Bloomberg, Valuation, Interest Rate..., Investments
Education
Columbia University - Columbia Business School 1991 — 1996
Ph.D., Finance
Anthony Feenick's Morgan Stanley Experience June 2007 - August 2007
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
J.P. Morgan July 2013 - July 2015
JPMorgan July 2010 - July 2013
Morgan Stanley June 2007 - August 2007
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate
Northwestern University 2006 — 2010
BA, Economics, Political Science
Pingry
Pingry
J.P. Morgan July 2013 - July 2015
JPMorgan July 2010 - July 2013
Morgan Stanley June 2007 - August 2007
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate
Northwestern University 2006 — 2010
BA, Economics, Political Science
Pingry
Pingry
Kathleen McNally-Reynolds's Morgan Stanley Experience December 2003 - December 2005
Job Minister of Social Media at SavvyRoo
Industry Internet
Experience
SavvyRoo February 2014 - Present
Goldman Sachs April 2010 - February 2014
Morgan Stanley & Co January 2006 - February 2008
Morgan Stanley December 2003 - December 2005
Skills
Mergers & Acquisitions, Basel II, Treasury, Treasury Management, Securities, Liquidity, Auditing, Analysis, Management, Cash Flow Forecasting, Economic Capital, Capital Markets, Fixed Income, Derivatives, Investment Banking, Equities, Hedge Funds, Prime Brokerage, Competitive Analysis, Financial Modeling, Risk Management
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, General Management, Finance, Dean's List
Baruch College 1988 — 1992
BBA, Finance/Accounting, Magna Cum Laude
SavvyRoo February 2014 - Present
Goldman Sachs April 2010 - February 2014
Morgan Stanley & Co January 2006 - February 2008
Morgan Stanley December 2003 - December 2005
Skills
Mergers & Acquisitions, Basel II, Treasury, Treasury Management, Securities, Liquidity, Auditing, Analysis, Management, Cash Flow Forecasting, Economic Capital, Capital Markets, Fixed Income, Derivatives, Investment Banking, Equities, Hedge Funds, Prime Brokerage, Competitive Analysis, Financial Modeling, Risk Management
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, General Management, Finance, Dean's List
Baruch College 1988 — 1992
BBA, Finance/Accounting, Magna Cum Laude
Bryce Humphrey's Morgan Stanley Experience January 2015 - Present
Job Associate, Equity Research Energy MLPs at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Tudor, Pickering, Holt & Co. March 2014 - November 2014
Morgan Stanley June 2013 - August 2013
BB&T Capital Markets August 2010 - June 2012
Davenport & Company LLC August 2006 - August 2010
Skills
Equity Research, Investment Banking, Financial Modeling, Asset Management, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Investments, Capital Markets, Energy, Oil & Gas, Portfolio Management, Finance, Leadership, Market Research, Financial Reporting
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Richmond 2002 — 2006
BS, Accounting
University of Richmond - Robins School of Business 2002 — 2006
Morgan Stanley January 2015 - Present
Tudor, Pickering, Holt & Co. March 2014 - November 2014
Morgan Stanley June 2013 - August 2013
BB&T Capital Markets August 2010 - June 2012
Davenport & Company LLC August 2006 - August 2010
Skills
Equity Research, Investment Banking, Financial Modeling, Asset Management, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Investments, Capital Markets, Energy, Oil & Gas, Portfolio Management, Finance, Leadership, Market Research, Financial Reporting
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Richmond 2002 — 2006
BS, Accounting
University of Richmond - Robins School of Business 2002 — 2006
Armando Lopez's Morgan Stanley Experience November 2007 - April 2010
Job Corporate Access Origination at Citi
Industry Financial Services
Experience
Bank of america Merrill lynch July 2010 - Present
Morgan Stanley November 2007 - April 2010
Morgan Stanley 1998 - 2007
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Bank of america Merrill lynch July 2010 - Present
Morgan Stanley November 2007 - April 2010
Morgan Stanley 1998 - 2007
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Corinna Wong's Morgan Stanley Experience August 2013 - Present
Job Executive Director, Morgan Stanley FXEM Sales
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Westpac April 2010 - May 2013
Skills
Financial Markets, Bloomberg, Trading, FX Options, Derivatives
Education
Columbia Business School 1993 — 1995
Master of Business Administration (MBA), Finance, General
Vassar College 1986 — 1990
Bachelor of Arts (B.A.), Economics
Morgan Stanley August 2013 - Present
Westpac April 2010 - May 2013
Skills
Financial Markets, Bloomberg, Trading, FX Options, Derivatives
Education
Columbia Business School 1993 — 1995
Master of Business Administration (MBA), Finance, General
Vassar College 1986 — 1990
Bachelor of Arts (B.A.), Economics
Brett Alverzo's Morgan Stanley Experience December 1992 - November 1995
Job CFO Asset Management Technology at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2008 - Present
Deutsche Bank November 1995 - April 2007
Morgan Stanley December 1992 - November 1995
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Penn State University 1988 — 1992
BS, Industrial Engineering
J.P. Morgan April 2008 - Present
Deutsche Bank November 1995 - April 2007
Morgan Stanley December 1992 - November 1995
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Penn State University 1988 — 1992
BS, Industrial Engineering
Christian Briggs's Morgan Stanley Experience October 2003 - November 2007
Job Societe Generale
Industry Financial Services
Experience
Societe Generale April 2013 - Present
Deutsche Bank September 2010 - September 2012
HSBC January 2008 - July 2010
Morgan Stanley October 2003 - November 2007
Credit Suisse First Boston November 2000 - October 2003
DLJ June 2000 - November 2000
Skills
Fixed Income, Loans, Leveraged Finance, Private Equity, Finance, Restructuring, Equities, Syndications, Valuation, Investment Banking, Capital Markets, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Financial Modeling
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Williams College 1989 — 1993
B.A., Economics
Loomis Chaffee 1986 — 1989
Societe Generale April 2013 - Present
Deutsche Bank September 2010 - September 2012
HSBC January 2008 - July 2010
Morgan Stanley October 2003 - November 2007
Credit Suisse First Boston November 2000 - October 2003
DLJ June 2000 - November 2000
Skills
Fixed Income, Loans, Leveraged Finance, Private Equity, Finance, Restructuring, Equities, Syndications, Valuation, Investment Banking, Capital Markets, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Financial Modeling
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Williams College 1989 — 1993
B.A., Economics
Loomis Chaffee 1986 — 1989
Chun-yue Kwok's Morgan Stanley Experience July 2010 - July 2011
Job General Manager Leadership Development Program at IBM
Industry Accounting
Experience
IBM August 2013 - Present
Standard Chartered Bank July 2012 - August 2012
Morgan Stanley July 2010 - July 2011
New World Development Company Limited August 2005 - July 2010
Arup June 2003 - July 2005
Skills
Financial Modeling, Financial Analysis, Management Accounting, Project Management, Valuation, Corporate Finance, Due Diligence, Bloomberg, Mergers & Acquisitions, Emerging Markets, Project Finance, Finance, Management Consulting
Education
Columbia Business School 2011 — 2013
Master, MBA
The Chinese University of Hong Kong 2007 — 2008
Postgraduate Diploma, Professional Accountancy, HKICPA QP Scholar
The University of Hong Kong 2000 — 2003
Bachelor of Engineering (BEng), Civil Engineering, First Class Honors
Bishop Hall Jubilee School 1993 — 2000
IBM August 2013 - Present
Standard Chartered Bank July 2012 - August 2012
Morgan Stanley July 2010 - July 2011
New World Development Company Limited August 2005 - July 2010
Arup June 2003 - July 2005
Skills
Financial Modeling, Financial Analysis, Management Accounting, Project Management, Valuation, Corporate Finance, Due Diligence, Bloomberg, Mergers & Acquisitions, Emerging Markets, Project Finance, Finance, Management Consulting
Education
Columbia Business School 2011 — 2013
Master, MBA
The Chinese University of Hong Kong 2007 — 2008
Postgraduate Diploma, Professional Accountancy, HKICPA QP Scholar
The University of Hong Kong 2000 — 2003
Bachelor of Engineering (BEng), Civil Engineering, First Class Honors
Bishop Hall Jubilee School 1993 — 2000
Abhinav Tugnait's Morgan Stanley Experience December 2012 - Present
Job Vice President at Morgan Stanley.
Industry Financial Services
Experience
Morgan Stanley December 2012 - Present
ThomsonReuters March 2008 - December 2012
Rail Europe Group August 2005 - February 2008
Canon January 2004 - July 2005
Skills
Agile Methodologies, Software Development, PMP, Vendor Management, Change Management, E-commerce, Testing, Quality Assurance, Project Delivery, Data Center, Management, Project Management, Risk Management, SDLC, Business Analysis, ERP
Education
Columbia University - Columbia Business School 2015 — 2017
New York Institute of Technology
M.S., Electrical and Computer Engineering
University of Mumbai
B.E.(Bachelors of Engineering), Electronics and Telecommunications
Morgan Stanley December 2012 - Present
ThomsonReuters March 2008 - December 2012
Rail Europe Group August 2005 - February 2008
Canon January 2004 - July 2005
Skills
Agile Methodologies, Software Development, PMP, Vendor Management, Change Management, E-commerce, Testing, Quality Assurance, Project Delivery, Data Center, Management, Project Management, Risk Management, SDLC, Business Analysis, ERP
Education
Columbia University - Columbia Business School 2015 — 2017
New York Institute of Technology
M.S., Electrical and Computer Engineering
University of Mumbai
B.E.(Bachelors of Engineering), Electronics and Telecommunications
Audrey Kirdar's Morgan Stanley Experience 1997 - 2000
Job Investment Bank
Industry Banking
Experience
Investment Banking November 2012 - Present
Rothschild 2002 - October 2012
Morgan Stanley 1997 - 2000
Skills
Investment Banking
Education
Columbia Business School 2000 — 2002
MBA
Georgetown University 1995 — 1997
BSBA, Finance
Investment Banking November 2012 - Present
Rothschild 2002 - October 2012
Morgan Stanley 1997 - 2000
Skills
Investment Banking
Education
Columbia Business School 2000 — 2002
MBA
Georgetown University 1995 — 1997
BSBA, Finance
Cameron Barrett's Morgan Stanley Experience 2002 - 2005
Job Managing Director at Night Owl Capital
Industry Investment Management
Experience
Night Owl Capital 2009 - Present
Devon Value Advisers 2005 - 2009
Morgan Stanley 2002 - 2005
Education
Columbia University - Columbia Business School 2000 — 2002
Princeton University 1991 — 1995
Night Owl Capital 2009 - Present
Devon Value Advisers 2005 - 2009
Morgan Stanley 2002 - 2005
Education
Columbia University - Columbia Business School 2000 — 2002
Princeton University 1991 — 1995
Benjamin Huneke's Morgan Stanley Experience 2006 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2006 - Present
McKinsey & Company June 2000 - July 2006
Donaldson, Lufkin & Jenrette 1996 - 1999
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (M.B.A.)
Princeton University 1991 — 1996
Bachelor's Degree
Summit High School
Morgan Stanley 2006 - Present
McKinsey & Company June 2000 - July 2006
Donaldson, Lufkin & Jenrette 1996 - 1999
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (M.B.A.)
Princeton University 1991 — 1996
Bachelor's Degree
Summit High School
Aylin Moran's Morgan Stanley Experience August 2007 - Present
Job Director of Human Resources at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2007 - Present
Morgan Stanley August 2007 - Present
Education
Columbia Business School 2005 — 2007
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Morgan Stanley August 2007 - Present
Morgan Stanley August 2007 - Present
Education
Columbia Business School 2005 — 2007
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Bosco Lee's Morgan Stanley Experience 2011 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
Hartford Investments 2010 - 2011
Deutsche Bank 2006 - 2009
EY 2005 - 2005
DBS Bank 2004 - 2004
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Executive MBA
Fordham University - Graduate School of Business Administration 2009 — 2010
Master's Degree, Quantitative Finance
Imperial College London
University of Bath 2002 — 2006
Bachelor's Degree, Accounting and Finance
Morgan Stanley 2011 - Present
Hartford Investments 2010 - 2011
Deutsche Bank 2006 - 2009
EY 2005 - 2005
DBS Bank 2004 - 2004
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Executive MBA
Fordham University - Graduate School of Business Administration 2009 — 2010
Master's Degree, Quantitative Finance
Imperial College London
University of Bath 2002 — 2006
Bachelor's Degree, Accounting and Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS