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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Morgan Stanley Employees
Atlas Technology Group LLC 2011 - Present
Elgon Capital Partners LLC 2008 - 2011
UBS Securities 2004 - 2008
Morgan Stanley 1997 - 2004
Morgan Stanley 1987 - 1997
Skills
Mergers & Acquisitions, Corporate Finance, Due Diligence, Private Equity, Investment Banking, Strategy, LBO, Divestitures, Management, Valuation, Venture Capital, Financial Modeling, M&A experience, Corporate Development, IPO, Private Placements, Capital Markets, Equities, Start-ups, Hedge Funds, Investments, Emerging Markets, Entrepreneurship, Financial Structuring, Structured Finance
Education
Columbia Business School 1985 — 1987
MBA, Finance and Accounting
King's College London, U. of London 1978 — 1981
BSc (Eng), Civil Engineering
ARMONK CAPITAL PARTNERS 2005 - Present
Cherry Creek Family Offices March 2013 - Present
Sonar Asset Management, LLC February 2010 - December 2012
Sire Mangement 2003 - 2005
JRT Capital 2002 - 2003
Credit Clearing House 1994 - 2002
Goldman Sachs 1990 - 1994
Morgan Stanley 1986 - 1988
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Managment, Equities, Investments, Fund Of Funds, Portfolio Management, Investment Management, Asset Allocation, Fixed Income, Investment Strategies, Venture Capital, Investor Relations, Capital Markets, Due Diligence, Investment Banking, Valuation, Investment Advisory, Emerging Markets, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
Northwestern University 1982 — 1986
BS, Political Science
Greenwich High School 1980 — 1982
White Plains High School 1980 — 1981
Morgan Stanley March 2015 - Present
Morgan Stanley January 2014 - March 2015
Morgan Stanley August 2010 - January 2014
Morgan Stanley June 2008 - August 2010
Morgan Stanley June 2007 - August 2007
US Securities and Exchange Commission June 2006 - August 2006
Skills
Financial Modeling, Bonds, Fixed Income, ETFs, FX Options, Structured Products, Emerging Markets, Credit, Derivatives, Hedge Funds, Trading, Structured Finance, Bloomberg, Private Equity, Capital Markets, Electronic Trading, Public Speaking, Angel Investing, Valuation, Investments, Emotional Intelligence, Leadership, Project Coordination
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology 2004 — 2008
B.S., Electrical Engineering and Computer Science (6-2)
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2008
B.S., Management Science - Finance Concentration
Great Neck North High School 2000 — 2004
High School
Morgan Stanley March 2006 - Present
Bridgewater Associates August 2004 - March 2006
CME Group June 2003 - July 2004
Skills
Futures, Futures Trading, Quantitative Analytics, Derivatives, Investments, Fixed Income, Hedge Funds, Commodity Markets, Equities
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Harvard College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Niles West High School 1996 — 2000
AIG June 2012 - Present
Societe Generale January 2011 - May 2012
Morgan Stanley May 2005 - December 2010
Morgan Stanley February 2001 - May 2005
Bear, Stearns & Co. Inc July 1996 - February 2001
Bear, Stearns & Co. Inc July 1995 - July 1996
Skills
Financial Modeling, ACH, Treasury Management, Cash Management, Capital, FX Operations, Liquidity Management, Liquidity Risk, Banking Relationships, Bloomberg, FX Options, Finance, Financial Markets, Investment Banking, Portfolio Management, Strategy, Trading, Treasury
Education
Columbia University - Columbia Business School 2003 — 2004
MBA, Finance
University of Notre Dame 1991 — 1995
BS, Mathematics
Verizon June 2014 - Present
Morgan Stanley July 2012 - May 2014
US Navy January 2007 - July 2010
US Navy May 2003 - January 2007
Skills
Operational Planning, Navy, Financial Modeling, Valuation, Leadership, Strategy, Program Management, DoD, Military, Investment Banking, Mergers & Acquisitions, Security Clearance, Helicopters, Military Experience, Corporate Finance, Project Planning, Risk Management, Military Aviation, Equities, Due Diligence, Helicopter Operations, Organizational..., Weapons, Military Operations, Project Management, Financial Analysis, Investments, Management, Team Leadership, Microsoft Excel, Strategic Planning, Procrastination, Training, Corporate Development, M&A experience, Emerging Markets, Capital Markets, Equity Valuation, Team Management, Energy, Renewable Energy, Private Placements, Weapons & Tactics..., Flight Training, International Flight..., Business Development, Leadership Development, Procurement, Curriculum Development, Product Management
Education
Columbia Business School 2010 — 2012
Master of Business Administration (M.B.A.)
Naval Strike and Air Warfare Center - Rotory Wing Weapons School 2007 — 2007
Seahawk Weapons and Tactics Instructor, Flight Instructor
Naval Aviation Flight Training 2001 — 2003
Naval Aviator, Airline/Commercial/Professional Pilot and Flight Crew, Honors Graduate with Distinction
United States Naval Academy 1997 — 2001
Bachelor of Science (B.S.), Ocean Engineering
BNY Mellon 2014 - Present
BNY Mellon 2013 - 2014
RBC Capital Markets 2012 - 2013
Morgan Stanley 2002 - 2012
Morgan Stanley 2001 - 2002
Morgan Stanley 1999 - 2001
Morgan Stanley June 1998 - August 1998
American Express 1996 - 1997
American Express 1994 - 1996
American Express 1992 - 1994
Skills
Fixed Income, Relationship Management, Marketing, Sales, Negotiation, Leadership, Account Management, Financial Services, Key Account Management, Research, Public Speaking, Banking, Investments, Portfolio Management, Capital Markets, CRM, consultative sales, Credit, Investment Banking, Strategy, Strategic Account..., Interpersonal Skill, Asset Management, Bonds, Project Management, Strategic Initiatives
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration, Finance
Trinity College-Hartford 1990 — 1994
Bachelor of Arts, Economics
Morehouse College 1993 — 1993
Domestic Exchange Student
Deerfield Academy 1986 — 1990
Secondary School Diploma
Morgan Stanley Wealth Management May 2010 - Present
Citigroup January 2009 - June 2010
Citigroup July 2005 - December 2008
Citigroup Global Markets Inc. August 2003 - July 2005
Beacon Capital Partners June 1998 - June 2001
Morgan Stanley August 1996 - May 1998
Skills
Capital Markets, Equities, Financial Analysis, Financial Structuring, Investments, Mergers, Negotiation, Project Management, Strategic Partnerships, Strategy, Valuation, Wealth Management, Business Development, Financial Modeling, Mergers, Real Estate, Restructuring, Series 63, Series 7, Finance
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance, General
Providence College 1992 — 1996
Mathematics, Economics, Spanish, Art History
Wolcott 1988 — 1992
Physics
The Better Work Institute January 2012 - Present
Morgan Stanley August 1996 - January 2012
Skills
Strategy, Investment Banking, Capital Markets, Equities, Securities
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance and Management
Lehigh University 1986 — 1990
BS, Finance and Marketing
PIMCO August 2012 - Present
Columbia Business School September 2010 - May 2012
Morgan Stanley June 2011 - August 2011
CPP Investment Board 2005 - 2010
BMO Capital Markets 2004 - 2005
UBS Investment Bank 2002 - 2004
Skills
Private Equity, Equity Research, Financial Analysis, Capital Markets, Due Diligence, Equities, Investments, Equity Valuation, Hedge Funds, Fixed Income, Portfolio Management, Asset Management, Valuation
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Queen's University 1998 — 2002
Bachelor of Commerce, Finance and Accounting
Amazon April 2014 - Present
Noble Americas April 2013 - March 2014
Noble Americas March 2011 - March 2013
Morgan Stanley August 2009 - February 2011
Morgan Stanley June 2008 - August 2008
IBM June 2004 - July 2007
Skills
Valuation, Corporate Finance, Investment Banking, Financial Modeling, Mergers, Due Diligence, Private Equity, Venture Capital, Mergers & Acquisitions, Energy, Competitive Analysis, Finance, Business Strategy
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance and Economics
The University of Texas at Austin 2000 — 2004
BS, Electrical Engineering
MSCI Inc. January 2006 - Present
Prudential Financial December 2003 - December 2005
Prudential Securities March 2002 - December 2003
TradeCard February 2000 - September 2001
Unilever 1999 - 2000
Morgan Stanley February 1994 - July 1997
Skills
Forecasting, Leadership, Portfolio Management, Financial Services, Product Management, Financial Analysis, Business Strategy, Business Analysis, Market Research, Risk Management, Product Marketing, Strategic Planning, New Business Development, Equities, Analytics, Product Development, Analysis, Cross-functional Team..., Finance, Entrepreneurship, Business Planning, Management, Business Development, Marketing Strategy, Capital Markets, Investments, Strategy, Financial Modeling, Start-ups, Wealth Management, Securities, Sales, Strategic Partnerships, Emerging Markets, Marketing, Investment Banking, Mutual Funds, Valuation, Private Equity, Pricing, ETFs, Budgets, Competitive Analysis, Banking
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance and Marketing
ESSEC Business School 1991 — 1993
Diplome d'Ecole Superieure, Finance and Accounting
Kenyon College 1987 — 1991
BA, Economics and Mathematics
Morgan Stanley May 2013 - Present
Barclays Capital August 2011 - May 2013
KPMG August 2004 - August 2011
Skills
Market Risk, Basel III, Basel II, CVA, VAR, CCAR, Stress Testing, Financial Analysis, Enterprise Risk..., Financial Risk, Risk Management, VBA, Financial Modeling, Valuation, Economic Capital, Capital Allocation, Capital, Capital Markets, Finance, Financial Services, Fixed Income, Management
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Finance
Lehigh University 2000 — 2004
BS, Computer Science and Engineering
JP Morgan Chase January 2010 - Present
Morgan Stanley July 2006 - July 2009
Merrill Lynch October 2003 - July 2006
American Express September 1998 - October 2003
Skills
Loyalty Marketing, Partnership Marketing, Product Development, Rewards Management, Product & Loyalty..., P&L Management, New Business Development
Education
Columbia University - Columbia Business School 1996 — 1998
MBA
The Johns Hopkins University 1987 — 1991
BA
GreenOak Real Estate September 2010 - Present
Morgan Stanley January 2010 - July 2010
Morgan Stanley January 2007 - January 2010
Morgan Stanley September 2003 - January 2007
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Harvard College
Sumitomo Mitsui Banking Corporation 2008 - Present
Citigroup 2006 - 2007
Societe Generale 2006 - 2006
Mizuho Corporate Bank 2000 - 2006
DG Bank 1998 - 2000
Citibank 1995 - 1998
Merchant Banking Company 1992 - 1995
Banque Paribas 1988 - 1990
Morgan Stanley 1987 - 1988
Skills
Leveraged Finance, Structured Finance, Financial Institutions, Credit Analysis, Project Finance, Public Finance, Cash Flow Forecasting, Latin American Finance, Corporate Finance..., Energy Sector Finance, Aircraft Finance, Lease Finance, Mergers & Acquisitions, Workouts and Bankruptcy, Corporate Finance
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance
Columbia University - School of International and Public Affairs 1990 — 1991
MIA, International Affairs
Columbia University in the City of New York 1984 — 1987
BA, Economics
Harvard University
Real Estate Devlopment and Finance and Advanced Corporate Finance.
Ranieri Real Estate Partners May 2012 - Present
Oasis Real Estate Partners October 2009 - March 2011
Deutsche Bank 2004 - 2008
Morgan Stanley 1998 - 2000
Education
Columbia University - Columbia Business School 2006 — 2007
MBA, Business
Columbia University - Graduate School of Architecture, Planning and Preservation 2000 — 2001
MSc, Real Estate Development
Cornell University 1993 — 1997
BS, Applied Economics and Business Management
Choate Rosemary Hall 1991 — 1994
Brunswick School
Horace Mann School
New York University
Barclays March 2008 - Present
Morgan Stanley February 2006 - March 2008
Morgan Stanley May 2000 - February 2006
United States Air Force January 1994 - May 1998
Skills
Trading, Marketing, Fixed Income, Equities, Capital Markets, Financial Modeling, Equity Research, Investor Relations, Proprietary Trading, Hedge Funds, Management, Executive Management, Analysis
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Accounting and Finance
Cornell University 1989 — 1993
Bachelor of Science (B.S.), Industrial Engineering
Morgan Stanley June 2015 - Present
Columbia Business School 2014 - Present
Oliver Wyman January 2013 - April 2014
Oliver Wyman January 2012 - December 2012
Oliver Wyman March 2011 - December 2011
Oliver Wyman April 2010 - July 2010
Skills
Management Consulting, Financial Modeling, Business Strategy, Risk Management, Corporate Finance, Windows, PowerPoint, Excel models, Access, Project Management, Investment Banking, Economics, Due Diligence, Finance
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Università Commerciale 'Luigi Bocconi' 2008 — 2010
M.Sc., Finance
University of Essex 2009 — 2009
Study Abroad Program
Università degli Studi di Roma Tre 2005 — 2008
B.Sc., Economics and Financial Markets
Self Employed 2009 - Present
Self Employed 2007 - 2009
Credit Suisse 2003 - 2007
Morgan Stanley 1998 - 2001
Skills
Investment Banking, Private Equity, Financial Analysis, Investments, Corporate Finance, Alternative Investments, Bloomberg, Competitive Analysis, Start-ups, Hedge Funds, Portfolio Management, Asset Allocation, Capital Markets, Due Diligence, Equities, Mergers, Valuation
Education
Columbia Business School 2001 — 2003
Master of Business Administration (MBA)
The University of Texas at Austin 1992 — 1996
Bachelor of Arts, Phi Beta Kappa
NYC Department of Education June 2009 - February 2011
Morgan Stanley February 2002 - June 2007
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance and Economics
University of Connecticut 1998 — 2001
BS, Finance
JPerkoff Consultant November 2013 - Present
Windham Mountain 2001 - 2015
Barclays Capital September 2011 - May 2013
Morgan Stanley September 2000 - August 2011
Bankers Trust 1998 - 2000
Marine Midland Bank 1986 - 1988
Skills
Fixed Income, Capital Markets, Hedge Funds, Equities, Derivatives, Securities, Alternative Investments, Equity Derivatives, Trading, Bloomberg, Prime Brokerage, Options, Investment Banking, Financial Services, Interest Rate..., Market Data, Trading Systems, Settlement, Series 7, Middle Office, FX Options, Electronic Trading, Structured Products, Credit Derivatives, Financial Markets, Securities Lending, Reference Data, Asset Management, Bonds, Swaps, Corporate Actions, Back Office, Collateral Management, Emerging Markets, Risk Management, Finance, Banking, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2014 — 2017
Master's Degree, Physician Assistant
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Columbia University - School of International and Public Affairs 1983 — 1986
MIA, Middle East Studies
Haverford College 1979 — 1983
BA, Political Science
The Hebrew University 1981 — 1982
Christodora: Nature, Learning, Leadership April 2011 - Present
Times Square Alliance May 2008 - March 2011
Judith Rivkin Consulting 2003 - May 2008
Governors Island Preservation and Education Corporation 2005 - 2007
Home Box Office, Inc. 1992 - 1999
Home Box Office 1984 - 1991
Morgan Stanley May 1983 - August 1983
National Center for Public Productivity July 1981 - July 1982
Vera Institute of Justice 1979 - 1981
Yellowstone Park May 1978 - August 1978
Skills
Public Speaking, Non-profits, NGOs, Grants, Fundraising, Nonprofits, Research, Volunteer Management, Program Development, Program Evaluation, Program Management, Grant Writing, Budgets, Community Outreach, Strategy, Teaching, Sustainability, Management, Event Planning, Editing, Event Management, Strategic Planning, Leadership, Government, Community Development, Policy, Public Relations, Policy Analysis, Philanthropy, Non-profit...
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance and Marketing
Yale University 1975 — 1979
BA, History
Trinity School 1972 — 1975
high school diploma
Spence
Morgan Stanley January 2015 - Present
American Express December 2010 - December 2014
American Express January 2009 - December 2010
American Express July 2007 - January 2009
American Express July 2005 - July 2007
American Express 1995 - 2005
Children's Television Workshop 1994 - 1995
Solomon R. Guggenheim Museum 1991 - 1994
Skills
Corporate Development, Financial Services, Credit Cards, Mergers, Mobile Payments, Strategic Partnerships, Financial Modeling, Business Strategy, Portfolio Management, Strategy, Analytics, Venture Capital, Mergers & Acquisitions, Juggling children, Business Development, Leadership
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Media Management & Digital Marketing
University of Pennsylvania 1986 — 1990
BA, ART HISTORY, COMMUNICATIONS, FILM
Scituate High School 1982 — 1986
Univerity of Florence
Renaissance Art & Architectural History and Italian Language
Northwestern University - Kellogg School of Management
Creating Value Through Strategic Mergers & Acquisitions
Shannon River Partners August 2010 - Present
Pelagic Capital Advisors May 2008 - June 2010
Pali Capital May 2007 - May 2008
Foresight Research/Wall Street Access May 2004 - May 2007
Morgan Stanley September 2001 - May 2004
Skills
Investments, Derivatives, Bonds, Equity Trading, Management, Hedge Funds, Alternative Investments, Equities
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Business
University of North Carolina at Chapel Hill 1999 — 2001
BA, History
Gilman School 1985 — 1997
Morgan Stanley August 2010 - Present
Bear Stearns July 2003 - June 2008
Skills
Investment Banking, Financial Services, Investment Advisory, Fixed Income, Strategy, Hedge Funds, Valuation, Credit, Capital Markets
Education
Columbia University - Columbia Business School 2009 — 2010
MBA, Finance
University of Pennsylvania 1999 — 2003
BA, Economics, Psychology
Sharon High School 1995 — 1999
Lab49 July 2013 - Present
Portware August 2007 - July 2013
Merrill Lynch February 2007 - August 2007
Celent June 2004 - August 2006
Yahoo! June 2002 - September 2002
BNP Paribas May 1997 - March 2001
Morgan Stanley November 1995 - May 1997
Skills
Trading Systems, Derivatives, Capital Markets, Equities, Electronic Trading, Options, Financial Markets, Strategic Consulting, Corporate Strategy..., Market Structure, FX, Software Consulting, Strategy
Education
Columbia Business School 2001 — 2003
MBA
Williams College 1991 — 1995
BA
Morgan Stanley August 2013 - Present
Quattro Global Capital LLC May 2011 - February 2012
UBS Investment Bank July 2006 - April 2011
Skills
Investment Banking, Capital Markets, Bloomberg, Fixed Income, Equities, Hedge Funds, Alternative Investments, Corporate Finance, Derivatives, Due Diligence, Financial Analysis, Financial Modeling
Education
Columbia Business School 2012 — 2013
Master of Business Administration (MBA), Finance, General
Wesleyan University 2002 — 2006
BA, Government
Morehouse College
IMC financial markets & asset management January 2011 - Present
Barclays Investment Bank August 2004 - December 2009
Morgan Stanley August 1997 - May 2002
Education
Columbia University - Columbia Business School 2002 — 2004
Master of Business Administration (M.B.A.), Finance
New York University 1993 — 1997
Bachelor's Degree, Computer Science
Tyrian Investments LP March 2012 - Present
Scoggin Capital Management, LP II September 2008 - April 2012
Metropolitan Capital January 2001 - August 2008
Morgan Stanley September 1994 - January 2001
Skills
Marketing Strategy, Fundraising, Hedge Funds
Education
Columbia Business School 1992 — 1994
MBA, Finance
Columbia University in the City of New York 1991 — 1992
Master Real Estate Development
Hamilton College 1984 — 1988
BA, International relations
Post Properties 2001 - Present
Duke Realty Corporation 1995 - 2000
Morgan Stanley 1990 - 1995
Ernst & Young 1985 - 1988
Skills
Investors, Management, Project Management, Strategic Planning, Apartments, Property Management, Leases
Education
Columbia Business School 1988 — 1990
Master of Business Administration (MBA), Finance, General
University of Colorado at Boulder 1980 — 1984
Bachelor of Science (BS), Accounting
Arvada West HS 1977 — 1980
HS Diploma
Bank of America Merrill Lynch October 2007 - July 2011
Lehman Brothers June 2004 - September 2005
Keefe, Bruyette & Woods February 2002 - June 2004
Morgan Stanley March 2001 - February 2002
WR Hambrecht + Co March 2000 - March 2001
Goldman Sachs July 1999 - March 2000
Skills
Equity Research, Hedge Funds, Investment Banking, Investment Research, Valuation, Financial Modeling, Equity Valuation, Securities, Equities, Bloomberg, Financial Services, Investments, Financial Analysis
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Vanderbilt University 1988 — 1992
BA, History
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Societe Generale April 2010 - August 2013
RBS Greenwich Capital August 2009 - April 2010
Swiss Re Asset Management June 2007 - August 2009
Morgan Stanley June 2006 - September 2006
Dresdner Kleinwort Wasserstein June 2000 - September 2000
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance
Stuyvesant High School 1999 — 2003
Morgan Stanley Executive DirectorMorgan Stanley1998 - Present
American Express 1997 - 1997
Goldman Sachs and Co. 1994 - 1996
Grantham Mayo Van Otterloo 1992 - 1994
Skills
Securities Lending, Fixed Income, Investment Banking, Equities, Hedge Funds, Capital Markets, Bloomberg, Series 7, Derivatives, Securities, Trading, Alternative Investments, Emerging Markets, Portfolio Management, Investments, Financial Services, Bonds, Financial Markets, Asset Managment, Valuation, Asset Management, Series 63, Equity Derivatives, Prime Brokerage
Education
Columbia University - Columbia Business School
MBA, International Business, Marketing
The London School of Economics and Political Science (LSE)
General Course Diploma, Economic History
Wellesley College
BA, Economics/Political Science
Morgan Stanley January 2009 - Present
Morgan Stanley October 2007 - January 2009
Morgan Stanley May 2004 - October 2007
Morgan Stanley October 2002 - May 2004
Blinds to go July 2001 - October 2002
Booz Allen Hamilton May 2000 - August 2000
Petroquimica de Venezuela (Pequiven) September 1996 - September 1999
Universidad Metropolitana - UNIMET September 1997 - May 1999
Skills
Strategic Finance, Finance, Accounting, Equity Research Analysis, Financial Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, Financial Modeling, Teaching Adults, Strategy, Market Research, Valuation, Investments, Portfolio Management, Corporate Finance, Financial Risk, Strategic Financial..., Hedge Funds, Fixed Income, Equities, Investment Banking, Capital Markets, Economics, Derivatives, Financial Services
Education
Columbia Business School 1999 — 2001
Master of Business Administration (MBA), Finance and International Business, 4.5/5 - Dean's List
Georgetown University 1998 — 1998
Certificate Program in Executive International Business, International Finance and Global Markets
Universidad Metropolitana (VE) 1992 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General, 5/5 - Cum Laude - 1st in class of 186 students
Lord, Abbett & Co. LLC September 2015 - Present
Morgan Stanley June 2010 - August 2015
Keefe, Bruyette & Woods June 2009 - August 2009
Marsh & McLennan Companies, Inc. June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Credit Analysis, Trading Strategies, Risk Management, Microsoft Excel, Trading Systems, Fixed Income, Derivatives, Trading, Bloomberg, Capital Markets, Equities, Financial Analysis, Financial Modeling, Investments, Portfolio Management
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Villanova University 2006 — 2010
Bachelor of Science in Business Administration, Accounting and Finance
London School of Economics and Political Science 2008 — 2008
Business Analysis and Valuation, Financial Markets
Saints Capital July 2014 - Present
Morgan Stanley August 2012 - Present
Viacom January 2012 - May 2012
Columbia Business School September 2010 - May 2012
Viacom September 2007 - August 2010
First Strategic July 2005 - May 2007
Skills
Corporate Development, Private Equity, Financial Modeling, Strategy, Business Development, Investment Banking, Valuation, Corporate Finance, Social Networking, Analysis, Mergers & Acquisitions, Management, Financial Analysis, Due Diligence, Business Strategy
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Stanford University 2001 — 2005
BA
Tenex Capital Management May 2012 - Present
Clayton Dubilier & Rice July 2008 - August 2010
Morgan Stanley June 2005 - July 2008
Skills
Corporate Finance, Financial Modeling, Valuation, Private Equity, Investment Banking
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Middlebury College 2002 — 2006
Bachelor of Arts (BA), Economics
Phillips Exeter Academy 1998 — 2002
High School Diploma
Quidsi Inc., an Amazon.com Company 2015 - Present
Quidsi Inc., an Amazon.com Company 2013 - 2015
exchangeCo, a Sageworks, Inc. company 2012 - 2013
Morgan Stanley 2011 - 2012
Morgan Stanley 2002 - 2011
Skills
Portfolio Management, Start-ups, Hedge Funds, Business Development, Finance, Capital Markets, FINRA, Strategic Thinking, Risk Management, Solution Selling, Product Design, International Business, Supply Chain, Pricing Strategy, Fulfillment Management, Project Management, Troubleshooting, Financial Services, Trading, Strategy, Fixed Income
Education
Columbia University - Columbia Business School
MBA
Princeton University
BSE, Operations Research & Financial Engineering
Societe Generale October 2010 - Present
Seymour Street Partners/Wellmont Partners August 2010 - Present
Morgan Stanley January 1996 - April 2010
Morgan Stanley Investment Management 1996 - April 2010
AT&T 1988 - 1996
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Capital Markets, Private Equity, Investment Banking, Series 7, Series 63, Asset Managment, Investment Management, Investments, Options, Securities, Mutual Funds, Bloomberg, Portfolio Management, Derivatives
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, MS
Morgan Stanley July 2008 - Present
Education
Columbia Business School 2011 — 2013
MBA, Executive MBA
Dartmouth College 2004 — 2008
BA, Economics and Psychology, summa cum laude
Macy's 2013 - 2014
The Home Depot 2011 - 2013
Morgan Stanley 2009 - 2011
UBS 2007 - 2009
Coca-Cola May 2006 - August 2006
Skills
Financial Analysis, Competitive Analysis, Strategic Financial..., Forecasting, Finance, Portfolio Management, Analysis, Fixed Income, Banking, Equity Research, Financial Modeling, Valuation, Corporate Finance, Mergers & Acquisitions, Due Diligence, Business Intelligence, Investments, Leadership, Financial Planning
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Duke University 2003 — 2007
B.A., History, Finance
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase July 2014 - September 2015
Morgan Stanley July 2013 - July 2014
Morgan Stanley Management Service Shanghai Ltd. July 2011 - July 2013
Morgan Stanley December 2000 - July 2011
Morgan Stanley August 2000 - December 2000
Morgan Stanley Dean Witter June 1999 - August 1999
Morgan Stanley Dean Witter June 1998 - August 1998
GuideStar March 1998 - June 1998
Merrill Lynch September 1997 - December 1997
Skills
Unix, Software Development, Databases, Perl, Project Management, Portfolio Management, Business Strategy, Distributed Systems, Capital Markets, Change Management, TCP/IP, Leadership, Operations Management, Management, Microsoft SQL Server, Sybase, Product Management, Linux, TWiki
Education
Columbia University - Columbia Business School 2007 — 2008
Master of Business Administration (MBA)
The College of William and Mary 1996 — 2000
Bachelor of Business Administration (BBA), Minor: Computer Science
The Lawrenceville School 1993 — 1996
International School of Beijing 1990 — 1993
Invesco Real Estate June 2012 - Present
Morgan Stanley 2000 - June 2012
Skills
Alternative Investments, Private Equity, Asset Managment, Hedge Funds, Valuation, Fund Of Funds, Investments, Capital Markets, Due Diligence, Real Estate Economics, Portfolio Management, Investment Management, Asset Management, Securities, Real Estate, Investment Properties, Equities, Financial Structuring, Human Resources
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
James Madison University 1996 — 2000
B.A., Political Science
Woodberry Forest School 1993 — 1996
St. Christopher's School 1984 — 1993
Morgan Stanley August 2014 - Present
Citi October 2009 - May 2012
Citi July 2007 - October 2009
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Dean's Graduation Honors
Georgetown University 2003 — 2007
BA, Philosophy, English, Economics, Honors
University of Cape Town 2005 — 2005
Semester abroad, African History
Vulcan Mining February 2013 - Present
Electrum Strategic April 2011 - January 2013
Soros Fund Management January 2008 - April 2011
Highlander Fund Management October 2004 - January 2008
GE Capital March 2003 - October 2004
Morgan Stanley 1998 - 2000
Union Finance 1996 - 1997
Skills
Hedge Funds, Equities, Commodity, Investments, Mining, Private Equity, Equity Research, Financial Modeling, Emerging Markets, Mutual Funds, Valuation, Finance, Management, Mineral Exploration, Base Metals, Bloomberg, Portfolio Management, Securities, Investment Banking, Alternative Investments, Capital Markets, Derivatives, Investor Relations, Asset Management, Due Diligence, Corporate Finance, Trading, Fixed Income, Asset Allocation, Equity Valuation, Financial Markets, Equity Trading, Equity Derivatives, Investment Management, Investment Strategies, Mergers & Acquisitions, Hedging, Venture Capital, FX Options
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance
University of Chicago 1994 — 1998
BA, Economics
Pomfret School 1993 — 1994
KPMG Advisory November 2009 - Present
Barclays Capital 2003 - 2009
Barclays Capital 2003 - 2009
Andersen Consulting (Accenture) 1996 - 2002
Accenture 1996 - 2001
Morgan Stanley 1994 - 1996
Booz Allen Hamilton 1990 - 1994
Skills
IT Strategy, Metrics, Compliance, Operational Risk..., Policy, Dodd Frank, Business Process..., Financial Modeling, Financial Services, Banking, PMO, Security, Program Management, Information Technology, Leadership, Restructuring, Executive Management, Microsoft Excel, Dodd-Frank, Enterprise Risk..., Financial Analysis, Business Planning, Management, Finance, Information Security..., Risk Management, Business Strategy, Budgets, Analysis, Information Security, Capital Markets, Management Consulting, Project Management
Education
Columbia University - Columbia Business School 1988 — 1990
MBA
University of Pennsylvania 1981 — 1984
BA
AeroVironment June 2009 - Present
Raytheon Vision Systems June 2005 - June 2009
Raytheon Network Centric Systems December 2002 - June 2005
Raytheon Commercial Ventures, Inc. March 2001 - December 2002
Booz Allen Hamilton September 1998 - March 2001
Morgan Stanley 1997 - 1998
Skills
Mergers & Acquisitions, Mergers, Business Strategy, Financial Modeling, Corporate Finance, Due Diligence, Forecasting, Strategy, Venture Capital, Start-ups, Finance, Managerial Finance, Cross-functional Team..., Process Improvement, Strategic Planning, Financial Analysis, Management, Program Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance & Marketing
University of California, Los Angeles 1988 — 1990
MSEE, Electrical Engineering
University of California, Berkeley 1982 — 1986
BS, Electrical Engineering
Morgan Stanley September 2013 - Present
UBS Investment Bank June 2010 - September 2013
Gabelli Asset Management July 2007 - March 2009
Gabelli & Co., Inc. 2007 - March 2009
GAMCO Investors, Inc. 2007 - 2009
Oppenheimer Capital June 2006 - August 2006
Accenture March 2001 - 2005
Skills
Financial Modeling, Industry Analysis, Commodities, Accounting, Financial Reporting, Financial Analysis, Valuation, Forecasting, Corporate Finance, Equity Research, DCF, Due Diligence, Technical Analysis, Equity Valuation, Equities, Excel, Business Valuation, Fundamental Research, Investments, Value Investing, Bloomberg, Commodity, Microsoft Excel, Investment Banking, Portfolio Management, Emerging Markets, Asset Management, Financial Markets
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
University of Texas 1996 — 2000
BS
H/2 Capital Partners August 2011 - Present
Morgan Stanley August 2008 - July 2011
Accenture February 2001 - June 2006
Skills
Real Estate, Capital Markets, Asset Managment, Valuation, Investments, Strategy, Financial Modeling, Private Equity, Hedge Funds, Real Estate Economics
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Real Estate, Finance
University of California, Berkeley 1996 — 2000
BA, Molecular Cell Biology - Genetics
Hunter College High School
morgan stanley Senior Vice PresidentLehman Brothers Inc.May 1994 - November 2006
Education
Columbia University - Columbia Business School 2006 — 2007
MBA, Business
Southern New Hampshire University 1987 — 1991
Morgan Stanley April 2010 - Present
Barclays Capital September 2008 - March 2010
Lehman Brothers August 2008 - September 2008
Praetorian Financial Group January 2006 - July 2006
Clarendon Insurance Group October 2003 - December 2005
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance and Economics
Emory University - Goizueta Business School 1999 — 2003
BBA, Finance/Accounting
Goldman Sachs July 2012 - Present
Goldman Sachs June 2011 - August 2011
Morgan Stanley January 2009 - June 2010
Morgan Stanley June 2006 - December 2008
Goldman Sachs 2005 - 2005
Kingsway Financial Group Inc June 2004 - August 2004
Skills
Fixed Income, Series 7, Financial Modeling, Capital Markets, Valuation, Hedge Funds, Equities, Investments, Corporate Finance, Private Equity, Series 63, Financial Analysis, Mutual Funds, Investment Banking, Equity Research, Bloomberg, Mergers, Asset Management, Alternative Investments, Finance, Securities
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance, 4.0
Cornell University 2002 — 2006
Bachelor of Arts (BA), Political Science and Government
The Lawrenceville School 1998 — 2002
Baron Capital 2011 - Present
TA Associates 2006 - 2009
Morgan Stanley 2004 - 2006
Skills
Private Equity, Valuation, Equity Research, Financial Analysis, Investment Banking, Asset Management, Value Investing, Financial Modeling
Education
Columbia Business School 2009 — 2011
MBA, Value Investing
Princeton University 2000 — 2004
BSE, Operations Research and Financial Engineering
Morgan Stanley January 2014 - Present
Morgan Stanley January 2010 - Present
U.S. Navy 2000 - 2010
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Berkeley Columbia MBA
University of California, Berkeley, Haas School of Business 2008 — 2010
MBA, Berkeley Columbia MBA
Northwestern University 1996 — 2000
Economics
Goldman Sachs July 2015 - Present
Morgan Stanley August 2013 - July 2015
Morgan Stanley June 2012 - August 2012
JPMorgan Chase August 2009 - July 2011
Merrill Lynch September 2006 - July 2009
Skills
Series 7, Wealth Management, Financial Services, Portfolio Management, Investment Banking, Financial Advisory
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance
University of Michigan 2004 — 2007
Economics (Honors Program)
Queen's University 2003 — 2004
Bachelor of Business Administration (BBA), Finance
Columbus School for Girls 1991 — 2003
Morgan Stanley January 2015 - Present
Morgan Stanley January 2012 - January 2015
Morgan Stanley August 2008 - January 2012
Proskauer Rose LLP August 2003 - July 2006
Skills
Financial Analysis, Financial Modeling, Financial Advisory, Legal, Valuation, Investment Banking, Hedge Funds
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Harvard Law School 2000 — 2003
J.D., Law
University of Pennsylvania 1996 — 2000
BA, Philosophy, Politics and Economics
Horace Mann 1982 — 1996
High School
JO Hambro Capital Management 2014 - Present
Pyramis Global Advisors 2007 - 2014
BlackRock 2001 - 2007
JPMorgan Chase 1998 - 2001
Morgan Stanley 1992 - 1997
Skills
Asset Management, Bloomberg, Derivatives, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Financial Services, Fixed Income, Hedge Funds, Investments, Mutual Funds, Options, Trading, Trading Systems
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA)
Cornell University 1986 — 1990
Bachelor of Science (BS), Electrical Engineering, Dean's List, Elbert C. Fisher Scholarship
WellNet Healthcare May 2010 - May 2015
LaBranche & Co. October 2009 - April 2010
Goldman Sachs January 2007 - July 2009
Goldman Sachs August 2005 - December 2006
Morgan Stanley December 2004 - August 2005
Morgan Stanley January 2003 - November 2004
Morgan Stanley May 2000 - December 2002
Skills
Management, Financial Modeling, Investments, Valuation, Strategic Planning, Capital Markets, Financial Analysis, Equities, Mergers & Acquisitions, Hedge Funds, Investment Banking, Leadership, Health Insurance, Program Management, Healthcare, Research, Sales, Integrated Marketing, Strategy, Business Development, Strategic Communications
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (M.B.A.)
Duke University 1996 — 2000
Bachelor of Arts (B.A.), Public Policy, Magna Cum Laude
Greeley 1991 — 1996
High School
SunTrust Robinson Humphrey April 2015 - Present
Morgan Stanley May 2013 - April 2015
Susquehanna International Group June 2010 - April 2013
Oppenheimer & Co. February 2008 - July 2010
Thomas Weisel Partners June 2005 - February 2008
Skills
Equities, Equity Research, Financial Modeling, Restaurants, Valuation
Education
Columbia University - Columbia Business School 2001 — 2003
Pitzer College 1992 — 1996
Bachelor's degree, Economics
McKinsey & Company March 2015 - Present
McKinsey & Company September 2012 - March 2015
Columbia Business School September 2010 - May 2012
Morgan Stanley March 2007 - May 2010
Banc of America Securities June 2005 - March 2007
Education
Columbia Business School 2010 — 2012
MBA, Business
Cornell University 2000 — 2005
B.Sc, Computer Science
BlueMountain Capital Management January 2013 - Present
Columbia Business School January 2011 - May 2012
Blue Ridge Capital July 2008 - January 2011
Morgan Stanley June 2006 - July 2008
Skills
Financial Modeling, Valuation, Investment Banking, Hedge Funds, Mergers & Acquisitions, Due Diligence, Financial Analysis, Bloomberg, Asset Management, Equity Research, Equities, Portfolio Management, Economics, Corporate Finance, Investments, Emerging Markets, Strategy, Capital Markets
Education
Columbia Business School 2011 — 2012
MBA
Harvard University
Bachelor, Economics
morgan stanley Senior VicepresidentLehman Brothers Inc.May 1991 - November 2006
Education
London Business School 2005 — 2008
MBA
Columbia University - Columbia Business School
Greystone February 2015 - Present
CCRE February 2014 - November 2014
CIM Group November 2009 - November 2013
JSG Capital Advisors May 2008 - November 2009
Morgan Stanley January 2007 - September 2008
Morgan Stanley January 2004 - December 2006
Merrill Lynch / Bear Stearns June 2001 - May 2003
JP Morgan June 1999 - June 2001
Skills
Asset Management, Real Estate Economics, Due Diligence, Valuation, Portfolio Management, Real Estate Transactions, Real Estate, Mergers & Acquisitions, Investment Properties, Commercial Real Estate
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Northeastern University 1994 — 1999
BS, Structural Engineering
The Blackstone Group Global Head of Accounting PolicyNomuraOctober 2006 - July 2007
Morgan Stanley September 2003 - October 2006
PricewaterhouseCoopers September 1990 - September 2003
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
University of Notre Dame 1986 — 1990
Punahou School 1983 — 1986
1986
OrbiMed Advisors June 2013 - Present
OrbiMed Advisors December 2007 - June 2013
OrbiMed Advisors June 2004 - December 2007
Morgan Stanley February 1998 - July 1999
UBS Investment Bank September 1997 - February 1998
Skills
Venture Capital, Private Equity, Financial Modeling, Due Diligence, Valuation
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
Columbia University College of Physicians and Surgeons 1999 — 2004
MD
Harvard University 1993 — 1997
BA, Biology
Morgan Stanley June 2008 - Present
The Boston Consulting Group December 2000 - June 2003
Samsung December 1999 - September 2000
Republic of Korea Army 1995 - 1997
Skills
Interest Rate..., Credit Derivatives, Derivatives, Fixed Income, Rates, Quantitative Finance, Capital Markets, Structured Products, Market Risk, Trading Systems, Emerging Markets, Options, Electronic Trading, Quantitative Analytics, Credit
Education
Columbia University - Columbia Business School 2003 — 2008
PhD, Finance
Seoul National University 1994 — 2000
BS, EE
Saks Fifth Avenue April 2015 - Present
Hudson's Bay Company October 2014 - April 2015
Hudson's Bay Company November 2013 - October 2014
Saks Fifth Avenue 2011 - November 2013
McKinsey & Company 2009 - 2011
Expo Communications August 2005 - June 2007
Morgan Stanley July 2003 - July 2005
Skills
Business Strategy, Financial Analysis, Corporate Development, Management Consulting, Competitive Analysis, Business Development, Strategy, Retail
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA)
Mount Holyoke College 1999 — 2003
AB, International Relations and Spanish
Chadwick School 1995 — 1999
Howard Hughes Medical Institute 2009 - Present
Lane Five Capital Management 2007 - 2009
Gryphon Investors 2002 - 2004
Morgan Stanley 2000 - 2002
Education
Columbia University - Columbia Business School 2005 — 2007
MBA with Honors
University of Michigan
BBA with High Distinction
Morgan Stanley April 2012 - Present
Miller Buckfire July 2011 - April 2012
Priority Capital Management July 2010 - May 2011
Columbia Business School January 2010 - May 2011
MCG Capital September 2006 - December 2009
SunTrust Robinson Humphrey 2004 - 2006
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
University of Virginia 2000 — 2004
BS, Commerce
Pace Academy
Global Credit Advisers, LLC January 2013 - Present
Global Credit Advisers, LLC March 2012 - January 2013
Morgan Stanley June 2008 - April 2012
Citigroup January 2004 - July 2006
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Corporate Finance, Asset Managment, Fixed Income, Equity Research, Hedge Funds, Capital Markets, Financial Analysis, Portfolio Management, Value Investing, Risk Management, Investments, Mergers, Private Equity, Business Strategy, Emerging Markets, Leveraged Finance
Education
Columbia University - Columbia Business School 2006 — 2008
University of Florida 2000 — 2003
BS, Finance
MacKay Shields LLC August 2013 - Present
Goldman Sachs Asset Management August 2010 - August 2013
Silvermine Capital June 2007 - July 2010
Fidelity Management & Research Company June 2006 - August 2006
Morgan Stanley July 2002 - July 2005
Skills
Credit Analysis, Relative Value, Leveraged Finance, Buy-side, High Yield, Distressed Debt, Special Situations, Bank Loans, CLO, Value Investing, Fundamental Research, Financial Modeling, Bonds, Portfolio Management, Investments, Credit, LBO, Capital Structure, Industry Analysis, Fixed Income, Valuation, Bloomberg, CDS, Securities, Research, Competitive Analysis, Loans
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance/Investment Management
Georgetown University 1998 — 2002
BA, Spanish
The Pingry School 1986 — 1998
UBS August 2004 - Present
Morgan Stanley 1997 - 2005
AIG January 1996 - July 1997
Skills
Budeget Development &..., Financial Reporting, Commercial Real Estate..., Project Management, Risk Management, Business Process..., Policies & Internal..., Balance Sheet Analysis, Oral & Written...
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
University of Richmond 1989 — 1993
Bachelor of Arts (B.A.), Economics & Political Science
KKR June 2011 - Present
Morgan Stanley July 2006 - June 2011
Miramax Films November 2002 - August 2004
BNY Capital Markets August 2000 - November 2002
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
Princeton University 1995 — 1999
A.B., Politics
BNP Paribas December 2011 - Present
BNP Paribas June 2009 - December 2011
Morgan Stanley February 2006 - August 2007
Bank of America June 2004 - February 2006
Skills
Derivatives, Investment Banking, Equities, Valuation, Equity Research, Financial Modeling, Corporate Finance, Capital Markets, Bloomberg, Financial Analysis, Investments, Emerging Markets, Economics, Portfolio Management, Asset Managment, Mergers, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance, General
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Arts (B.A.), Economics
Bloomberg LP April 2014 - Present
Bloomberg February 2011 - Present
INPUT 2009 - November 2010
Morgan Stanley 1998 - 2008
Skills
Equity Research, Equities, Capital Markets, Valuation, Bloomberg, Investments, Financial Modeling, Securities, Series 7
Education
Columbia University - Columbia Business School 1993 — 1995
MBA
Rutgers College 1987 — 1991
Bachelor of Science (B.S.), Finance
Ascend Learning Charter Schools September 2013 - Present
ROADS Schools December 2011 - August 2013
New York City Charter School Center July 2011 - December 2011
NYC Charter School Center September 2009 - August 2011
Consulting Services January 2003 - September 2009
Morgan Stanley 2000 - 2002
Credit Suisse First Boston 1999 - 2000
Freeman Associates 1996 - 1999
Barra 1990 - 1993
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Wesleyan University 1982 — 1986
BA, Molecular Biology & Biochemistry
Morgan Stanley 2003 - 2005
SinoPac Holdings 1999 - 2003
Citibank 1984 - 1998
Citibank NA, Singapore 1988 - 1994
Education
Graduate Institute of International Studies 1997 — 1999
International Trade Law
New York University 1982 — 1984
MBA, International Finance
Columbia University - Columbia Business School 1970 — 1974
PhD, Chemical Physics
Morgan Stanley May 2006 - Present
Wachovia Securities, LLC July 2003 - March 2006
Merrill Lynch October 1983 - June 2003
KPMG Peat Marwick June 1974 - September 1983
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Financial Reporting, Capital Markets, Equities, Investments, Asset Managment, Private Equity, Alternative Investments, Hedge Funds, Valuation, Investment Banking, Wealth Management, Fixed Income, Due Diligence, Risk Management, Securities
Education
Columbia University - Columbia Business School 1972 — 1974
MBA, Finance and Accounting
Cornell University 1968 — 1972
BS, Chem Engineering
Qittitut Consulting September 2012 - Present
NPV Consulting December 2003 - Present
SCF Partners December 2001 - December 2003
Morgan Stanley June 1999 - December 2001
Credit Suisse First Boston July 1998 - June 1999
Bankers Trust Company July 1989 - August 1995
Skills
Business Strategy, Energy
Education
Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, International Business
Duke University 1985 — 1989
Bachelor of Science (BS), Mathematics, Economics (BA)
Northwestern University September 2013 - Present
Microsoft March 2012 - July 2013
Morgan Stanley June 2011 - March 2012
Morgan Stanley March 2010 - June 2011
Morgan Stanley August 2006 - March 2010
JPMorgan Chase June 2005 - August 2005
Skills
Equity Research, Financial Analysis, Trading, Valuation, Corporate Finance, Fixed Income, Capital Markets, Asset Management, Investment Banking, Financial Modeling, Bloomberg, Finance, Management, Equities, Derivatives
Education
Northwestern University 2013 — 2018
Industrial Engineering
Columbia Business School 2009 — 2011
Executive MBA
Princeton University 2002 — 2006
BSE, Operations Research and Financial Engineering
Morgan Stanley January 2011 - April 2014
Morgan Stanley July 2007 - September 2009
Skills
Capital Markets, Capital Raising, Venture Capital, Private Equity, Technology, Early Stage Companies, Early Stage Investment, Growth Investing, Private Placements, Investment Banking, Corporate Finance, Equities, Hedge Funds, Alternative Investments, Corporate Development, Growth Capital, Business Valuation
Education
Columbia University - Columbia Business School 2014 — 2016
MBA Candidate
Brown University 2003 — 2007
BA, Business Economics
Harrow School 2001 — 2003
UK A-Levels, A
Morgan Stanley January 2010 - Present
Morgan Stanley January 2012 - September 2012
Morgan Stanley February 2007 - December 2010
Robertson Stephens 1995 - 1998
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
GTECH S.p.A. March 2012 - Present
GTECH S.p.A. March 2008 - February 2012
GTECH S.p.A. September 2006 - March 2008
Lottomatica 2002 - 2006
Morgan Stanley June 2000 - December 2001
Agroalimenta Finanziaria Sp.A. December 1995 - December 1998
Skills
Strategy, Mergers, Competitive Analysis, Business Development, Business Strategy, Strategic Partnerships, Business Planning, Investor Relations, Financial Planning, Treasury, Financial Reporting
Education
Columbia University - Columbia Business School 1999 — 2000
MBA
L.U.I.S.S. University, Rome (Italy) 1990 — 1995
University Degree (Laurea), Law
RiverPark Funds July 2013 - Present
Wavecrest Asset Management 2008 - Present
Morgan Stanley 2007 - 2008
Banc of America Securities 2005 - 2007
JP Morgan 1999 - 2005
Skills
Hedge Funds, Equities, Capital Markets, Wealth Management, Derivatives, Private Equity, Structured Products, Alternative Investments, Asset Management, Fixed Income, Portfolio Management, Investments, Mutual Funds, Options, Financial Modeling
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Haverford College 1994 — 1998
Jefferies & Company February 2013 - Present
Morgan Stanley July 2011 - January 2013
Sanford C. Bernstein March 2008 - July 2011
Bank of America January 2007 - February 2008
Merrill Lynch June 2001 - January 2005
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance, General
Columbia University in the City of New York 1998 — 2001
BA, Economics
Whitebox Advisors LLC May 2014 - Present
Whitebox Advisors LLC October 2013 - May 2014
Finisterre Capital January 2008 - August 2013
Van Eck Global November 2004 - July 2006
PanAgora Asset Management May 2000 - October 2004
Neuberger Berman June 1994 - May 2000
Morgan Stanley September 1989 - August 1992
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Asset Management, Asset Managment, Mutual Funds, Portfolio Management, Bonds, Investment Management, Investment Strategies, Equities, Fund Of Funds, Investments, Series 63, Securities, Series 7
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance & Management of Organizations
Wesleyan University 1986 — 1989
BA, Government
ET Herman Marketing Solutions 2002 - Present
Comet Messenger & Delivery Service, Inc 1992 - 2002
Hoffmann-La Roche 1988 - 1991
Morgan Stanley 1987 - 1988
Citibank 1979 - 1986
Skills
Non-profits, Training, Marketing Strategy, Editing, Strategic Planning, Blogging, Public Speaking, Social Media, Competitive Analysis, Event Planning, Marketing Communications, Marketing, Corporate Communications, Research, Project Management, Copywriting, Nonprofits, Public Relations, Strategy
Education
Columbia University - Columbia Business School
MBA, Marketing
Oberlin College
BA, English, Art History
Black Elk Energy, LLC April 2015 - Present
QTBL Capital January 2011 - Present
ING Investment Management March 2006 - December 2010
Morgan Stanley 2002 - 2005
Citigroup Securities, Inc. 1996 - 1998
Skills
Hedge Funds, Asset Management, Equities, Investments, Valuation
Education
Rutgers University-New Brunswick 1992 — 1996
Bachelor's degree, History and Political Science
Columbia University - Columbia Business School
TD Securities 2011 - Present
JP Morgan 2008 - 2011
Bear Stearns 2005 - 2008
Deutsche Bank 2000 - 2005
Morgan Stanley 2000 - 2000
American Express 1995 - 2000
Bankers Trust 1987 - 1995
IBM 1982 - 1985
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Financial Services, Derivatives, Hedge Funds, Leadership, Management, Securities, Business Analysis, Portfolio Management, SDLC
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Marketing and Finance
Yale University 1978 — 1982
BA, Political Science
Morgan Stanley 2012 - Present
Stone Tower Capital 2007 - 2009
Morgan Stanley 2006 - 2007
Banc of America Securities 2005 - 2006
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Emory University 2001 — 2005
BBA
Morgan Stanley June 2015 - August 2015
Cleantech Group April 2011 - May 2014
GreenOrder April 2011 - May 2014
The Alliance for Climate Protection October 2009 - February 2011
Green Irene June 2009 - October 2009
Skills
Research, Blogging, Policy Analysis, Sustainability, Energy Efficiency, Strategic Communications, Renewable Energy, Public Policy, Cleantech, Editing, Social Media, Environmental Policy, Sustainable Business
Education
Harvard University
BA, Social Studies
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Morgan Stanley Head of AI salesMerrill LynchOctober 1994 - March 2007
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Michigan State University
BA, Marketing
Bloomberg LP January 2014 - Present
Citigroup April 2006 - Present
Credit Suisse March 2005 - March 2006
Deutsche Bank August 2001 - February 2005
Morgan Stanley August 2000 - July 2001
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Università degli Studi di Torino 1992 — 1996
Ph.D., Partial Differential Equations
Università degli Studi di Padova 1986 — 1991
BS, Mathematics
Sound Shore Management January 1996 - Present
Morgan Stanley August 1994 - December 1995
Fortis Private Capital July 1990 - October 1992
Bear Stearns & Co. August 1988 - June 1990
Skills
Portfolio Management, Alternative Investments, Equities, Asset Management, Corporate Finance, Asset Allocation, Investment Banking, Hedge Funds
Education
Columbia Business School 1993 — 1994
Master of Business Administration (MBA), Finance, General
Northwestern University 1984 — 1988
Bachelor of Arts (BA), Economics
International Value Advisers September 2013 - Present
Cantillon Capital Management LLC September 2012 - May 2013
Columbia Business School March 2011 - May 2013
American Century Investments June 2012 - August 2012
Morgan Stanley June 2006 - March 2011
Education
Seoul National University 2000 — 2006
Bachelor's degree, Business Administration, Economics, Cum Laude
Columbia Business School
Ernst & Young July 2000 - Present
Morgan Stanley January 2004 - January 2009
Merrill Lynch January 2001 - January 2002
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance
The University of Kansas 1996 — 2000
BS, Business
Swedish Painting Company April 2012 - Present
Nautic Partners, LLC August 2004 - June 2007
Morgan Stanley August 2002 - July 2004
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Due Diligence, Mergers & Acquisitions, Financial Analysis, Investments, Business Strategy, Corporate Finance
Education
Columbia University - Columbia Business School 2009 — 2010
M.B.A.
Columbia University in the City of New York 1998 — 2002
B.A., Film Studies
AEW Capital Management / Partners Group 2010 - Present
DLJ Real Estate Capital Partners / Credit Suisse 2006 - 2010
Morgan Stanley June 2005 - August 2005
Trimark Ventures 2003 - 2004
Salomon Smith Barney 2000 - 2002
Skills
Investment Banking, Investments, Real Estate Economics, Valuation, Real Estate Private...
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance & Real Estate
University of California, Los Angeles 1995 — 2000
BA, Business Economics / Computer Science Specialization
The Boston Consulting Group August 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. June 2014 - August 2014
DB Masdar Clean Tech Fund November 2011 - July 2013
EIG Global Energy Partners (Formerly TCW Energy) January 2009 - July 2011
Morgan Stanley July 2007 - January 2009
Education
Columbia University - Columbia Business School 2013 — 2015
MBA Candidate
University of Pennsylvania - The Wharton School
Credit Suisse June 2005 - Present
Morgan Stanley June 1985 - June 2005
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Finance
Poydras Gaming Finance Corp. 2014 - Present
Houlihan Lokey 2011 - 2014
Forest Laboratories June 2010 - May 2011
Cain Brothers January 2007 - April 2009
Cain Brothers June 2004 - December 2006
Merrill Lynch December 2003 - May 2004
National Basketball Association November 2003 - May 2004
Morgan Stanley 2003 - 2003
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Financial Analysis, Equities, Due Diligence, Mergers, Investment Banking, LBO, Investments, Business Strategy, Mergers & Acquisitions, Restructuring, Capital Markets
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Healthcare
New York University - Leonard N. Stern School of Business 2000 — 2004
BS, Finance, CPA Accounting
Column Park Asset Management, LP October 2013 - Present
Nomura Securities October 2011 - October 2013
Macquarie Bank July 2009 - October 2011
Morgan Stanley June 1994 - July 2009
Education
Columbia Business School 1992 — 1994
Master of Business Administration (MBA), Finance
Washington and Lee University 1985 — 1989
Bachelor's degree, Economics, Honors
Zero G Capital Management LLC February 2014 - Present
Wells Fargo Securities May 2010 - February 2014
Cohen & Company Financial Ltd September 2008 - May 2010
Bear Stearns 2005 - June 2008
Morgan Stanley 2001 - 2005
Morgan Stanley September 1995 - December 1998
Skills
Research, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Photoshop, Equities, Hedge Funds, Asset Management, Capital Markets, Fixed Income, Investment Banking, Valuation, Portfolio Management
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (M.B.A.)
Rutgers University-New Brunswick
Bachelor's Degree
Citi November 2013 - Present
Citi August 2010 - October 2013
Banamex July 2009 - August 2010
Citi August 2008 - July 2009
Citi February 2004 - July 2008
Morgan Stanley January 2000 - January 2004
Skills
Portfolio Management, Private Banking, Equities, Banking, Financial Markets, Mutual Funds, Team Management, Wealth Management
Education
Columbia Business School 2012 — 2012
Senior Executive Program
IE (Instituto de Empresa) 2005 — 2006
MBA
ICADE 1999 — 2000
MASTER MERCADOS FINANCIEROS
The University of Wolverhampton 1996 — 1999
BA H Business
Universidad Complutense de Madrid 1992 — 1997
Economics
Morgan Stanley Investment Management October 2014 - Present
Morgan Stanley June 2007 - September 2014
Aksia 2006 - 2006
Education
Columbia University - Columbia Business School
MBA, Finance
Morgan Stanley November 2011 - Present
Fielder Capital Group, LLC January 2011 - September 2011
Price Waterhouse Management Consultants January 2008 - January 2011
Accenture July 2005 - December 2007
Stern Stewart & Co. January 2001 - July 2005
Lazard Asset Management April 1994 - December 1998
Education
Columbia University - Columbia Business School 1999 — 2000
MBA, Finance
Providence College 1989 — 1993
BS, Accountancy
Morgan Stanley November 2014 - Present
Moody's Investors Service December 2012 - November 2014
Moody's Investors Service October 2006 - December 2012
American Express July 2003 - October 2006
Skills
Financial Modeling, Fixed Income, Capital Markets, Valuation, Bloomberg, Equity Research, Investment Banking, Equities, Corporate Finance, Financial Analysis, Credit Analysis, Portfolio Management, Derivatives, Credit Risk, Hedge Funds, Bonds, Emerging Markets, Structured Finance, Business Analysis, Financial Markets
Education
Columbia Business School 2001 — 2003
MBA, Finance
Shippensburg University of Pennsylvania 1995 — 1998
B.S., Computer Science
Baron Capital July 2010 - Present
Clayton Dubilier & Rice August 2006 - July 2008
Morgan Stanley June 2004 - July 2006
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA), Investments and Securities
Wharton School, University of Pennsylvania 2000 — 2004
Bachelor of Science (BSc), Finance, General
Stifel Nicolaus Weisel March 2012 - Present
Miller Buckfire November 2008 - March 2012
Morgan Stanley May 1987 - March 2008
Skills
Investment Banking, Capital Markets, Private Equity, Equities, Valuation, Fixed Income, Mergers, Corporate Finance, Hedge Funds, Derivatives, Financial Modeling, Investments
Education
Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Business Administration and Management, General
Lehigh University 1979 — 1983
Bachelor of Science (BS), Civil Engineering
Morgan Stanley January 2013 - Present
Morgan Stanley October 2010 - January 2013
Morgan Stanley July 2007 - October 2010
Skills
Equities, Financial Modeling, Hedge Funds, Bloomberg, Derivatives, Series 7, Alternative Investments, Financial Analysis, Due Diligence, Equity Derivatives, Structured Finance, Risk Management, Series 63
Education
Columbia University - Columbia Business School 2010 — 2012
Executive MBA
Georgetown University 2003 — 2007
Bachelor of Arts (B.A.), Mathematics and Political Economics
Morgan Stanley June 2004 - Present
Skills
Equities, Fixed Income, Investment Banking, Derivatives, Capital Markets, Hedge Funds, Alternative Investments, Investments, Trading Systems, Asset Management, Portfolio Management, Valuation, Private Equity, Wealth Management, Securities, Equity Derivatives, Financial Modeling, Bloomberg, Electronic Trading
Education
Columbia Business School 2007 — 2009
Master of Business Administration (MBA)
University of Colorado at Boulder 2000 — 2004
Bachelor's degree, Biochemistry, Economics
Dietl International Services February 2012 - Present
Bank of America October 2005 - November 2011
Strategic Source Media, LLC 2003 - 2005
Morgan Stanley February 1998 - March 2003
Skills
Microsoft Office, Financial Reporting, Financial Analysis, Microsoft Excel, Customer Service
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Accounting and Finance, 3.6
Peapack-Gladstone Bank April 2013 - Present
Morgan Stanley October 1996 - March 2013
Nomura Securities 1994 - 1996
Republic National Bank 1992 - 1993
Skills
Fixed Income, Capital Markets, Hedge Funds, Equities, Investment Banking, Portfolio Management, Financial Modeling, Bloomberg, Valuation, Securities, Alternative Investments, Structured Products, Corporate Finance, Asset Management, Series 7
Education
Columbia Business School 1985 — 1986
Master of Business Administration (M.B.A.), Finance, General
Penn State University 1977 — 1981
Bachelor of Arts (B.A.), French Studies
Penn State University 1977 — 1981
Bachelor of Science (B.S.), Accounting
Freedom High School 1976 — 1977
High School Diploma
State College Area High School 1974 — 1976