Morgan Stanley

Industry: Investment banking company

Description

Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org

Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Morgan Stanley Employees

Employee
Years
Job
Industry
Ian Pereira Ian Pereira San Francisco Bay Area Details
Ian Pereira's Morgan Stanley Experience 1997 - 2004
Job Partner, Atlas Technology Group
Industry Investment Banking
Experience
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

Jeff Greenfield Jeff Greenfield Greater New York City Area Details
Jeff Greenfield's Morgan Stanley Experience 1986 - 1988
Job Managing Partner at Armonk Capital Partners
Industry Investment Management
Experience
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

Jonathan Birnbaum Jonathan Birnbaum New York, New York Details
Jonathan Birnbaum's Morgan Stanley Experience March 2015 - Present
Job US Credit COO at Morgan Stanley
Industry Financial Services
Experience
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

Erin Perzov Erin Perzov New York, New York Details
Erin Perzov's Morgan Stanley Experience March 2006 - Present
Job Executive Director
Industry Financial Services
Experience
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

Justin J. Caulfield Justin J. Caulfield New York, New York Details
Justin J. Caulfield's Morgan Stanley Experience May 2005 - December 2010
Job Global Treasurer AIG Property Casualty
Industry Insurance
Experience
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

Dan Falkner Dan Falkner Basking Ridge, New Jersey Details
Dan Falkner's Morgan Stanley Experience July 2012 - May 2014
Job Product Manager at Verizon
Industry Telecommunications
Experience
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

Jawanza Joseph Gross Jawanza Joseph Gross Greater New York City Area Details
Jawanza Joseph Gross's Morgan Stanley Experience 2002 - 2012
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
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

Jennifer DeFazio Jennifer DeFazio Greater New York City Area Details
Jennifer DeFazio's Morgan Stanley Experience August 1996 - May 1998
Job at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Diana Giddon Diana Giddon Greater New York City Area Details
Diana Giddon's Morgan Stanley Experience August 1996 - January 2012
Job Experienced Financial Services Executive
Industry Banking
Experience
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

Jeff Lavoie, CFA Jeff Lavoie, CFA Greater New York City Area Details
Jeff Lavoie, CFA's Morgan Stanley Experience June 2011 - August 2011
Job Vice President, PIMCO
Industry Investment Management
Experience
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

Kevin Melgar Kevin Melgar Seattle, Washington Details
Kevin Melgar's Morgan Stanley Experience August 2009 - February 2011
Job Senior Financial Analyst at Amazon
Industry Internet
Experience
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

Jean-Michel Huet Jean-Michel Huet Greater New York City Area Details
Jean-Michel Huet's Morgan Stanley Experience February 1994 - July 1997
Job Senior Product Manager
Industry Financial Services
Experience
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

Justin Yurchak Justin Yurchak Greater New York City Area Details
Justin Yurchak's Morgan Stanley Experience May 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
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

katharine herring phares katharine herring phares Greater New York City Area Details
katharine herring phares's Morgan Stanley Experience July 2006 - July 2009
Job Independent Consultant
Industry Financial Services
Experience
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

Julie Wong Julie Wong Greater New York City Area Details
Julie Wong's Morgan Stanley Experience January 2010 - July 2010
Job GreenOak Real Estate
Industry Investment Management
Experience
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

Ian Yeoh Ian Yeoh Greater New York City Area Details
Ian Yeoh's Morgan Stanley Experience 1987 - 1988
Job Senior Credit Professional
Industry Banking
Experience
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.

Kane O'Neill Kane O'Neill Greater New York City Area Details
Kane O'Neill's Morgan Stanley Experience 1998 - 2000
Job Commerical RE Distressed Debt Asset Management & Acquisitions at Ranieri Real Estate Partners
Industry Real Estate
Experience
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

Jason Fraser Jason Fraser New York, New York Details
Jason Fraser's Morgan Stanley Experience February 2006 - March 2008
Job Corporate Access Specialist – Energy, Utilities, Basic Materials at Barclays
Industry Financial Services
Experience
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

Francesco Maria Citoni Francesco Maria Citoni Greater New York City Area Details
Francesco Maria Citoni's Morgan Stanley Experience June 2015 - Present
Job Summer Associate at Morgan Stanley
Industry Higher Education
Experience
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

Joni McKown Grossman Joni McKown Grossman Greater New York City Area Details
Joni McKown Grossman's Morgan Stanley Experience 1998 - 2001
Job Consultant/Designer
Industry Investment Management
Experience
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

Giselle Maria Giselle Maria Greater New York City Area Details
Giselle Maria's Morgan Stanley Experience February 2002 - June 2007
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
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

John Perkoff John Perkoff Greater New York City Area Details
John Perkoff's Morgan Stanley Experience September 2000 - August 2011
Job Expert Witness on Banking and Securities Operations
Industry Financial Services
Experience
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

Judith Rivkin Judith Rivkin New York, New York Details
Judith Rivkin's Morgan Stanley Experience May 1983 - August 1983
Job Executive Director at Christodora: Nature, Learning Leadership
Industry Nonprofit Organization Management
Experience
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

Jessica Zoob Jessica Zoob Greater New York City Area Details
Jessica Zoob's Morgan Stanley Experience January 2015 - Present
Job Managing Director, Morgan Stanley
Industry Financial Services
Experience
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

Jay Sullivan Jay Sullivan Greater New York City Area Details
Jay Sullivan's Morgan Stanley Experience September 2001 - May 2004
Job Director of Business Development at Shannon River Partners
Industry Investment Management
Experience
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

Julie (Thaler) Lilienfeld Julie (Thaler) Lilienfeld Greater New York City Area Details
Julie (Thaler) Lilienfeld's Morgan Stanley Experience August 2010 - Present
Job Vice President, Leveraged Finance at Morgan Stanley
Industry Capital Markets
Experience
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

Harrell Smith Harrell Smith New York, New York Details
Harrell Smith's Morgan Stanley Experience November 1995 - May 1997
Job Associate Director at Lab49
Industry Financial Services
Experience
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

John Watson John Watson Greater New York City Area Details
John Watson's Morgan Stanley Experience August 2013 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Financial Services
Experience
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

Elena (Warshawsky) Liahovetsky Elena (Warshawsky) Liahovetsky Great Neck, New York Details
Elena (Warshawsky) Liahovetsky's Morgan Stanley Experience August 1997 - May 2002
Job analyst at IMC asset management
Industry Investment Management
Experience
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

David Fried David Fried Greater New York City Area Details
David Fried's Morgan Stanley Experience September 1994 - January 2001
Job Managing Director Marketing and Investor Relations at Tyrian Investments LP
Industry Investment Management
Experience
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

David Stockert David Stockert Atlanta, Georgia Details
David Stockert's Morgan Stanley Experience 1990 - 1995
Job CEO and President at Post Properties
Industry Real Estate
Experience
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

Faye (Faye Elliott) Elliott Thorlacius Faye (Faye Elliott) Elliott Thorlacius Washington D.C. Metro Area Details
Faye (Faye Elliott) Elliott Thorlacius's Morgan Stanley Experience March 2001 - February 2002
Job Project Consultant, Equity Research (all sectors)
Industry Financial Services
Experience
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

Derek Chen, CFA Derek Chen, CFA New York, New York Details
Derek Chen, CFA's Morgan Stanley Experience June 2006 - September 2006
Job Associate, M&A at Credit Suisse
Industry Financial Services
Experience
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

Jacqueline Hennessey Jacqueline Hennessey Greater New York City Area Details
Jacqueline Hennessey's Morgan Stanley Experience Executive DirectorMorgan Stanley1998 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
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

Jennifer Casas Jennifer Casas Greater Boston Area Details
Jennifer Casas's Morgan Stanley Experience January 2009 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
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

Greg Boukas Greg Boukas New York, New York Details
Greg Boukas's Morgan Stanley Experience June 2010 - August 2015
Job High Yield Credit, Lord Abbett
Industry Financial Services
Experience
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

Kate Vieh Kate Vieh New York, New York Details
Kate Vieh's Morgan Stanley Experience August 2012 - Present
Job Sr. Associate at Saints Capital
Industry Financial Services
Experience
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

Gabriel Wood Gabriel Wood New York, New York Details
Gabriel Wood's Morgan Stanley Experience June 2005 - July 2008
Job Vice President at Tenex Capital Management
Industry Venture Capital & Private Equity
Experience
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

David Czehut David Czehut Greater New York City Area Details
David Czehut's Morgan Stanley Experience 2011 - 2012
Job Vice President
Industry Internet
Experience
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

Jeff Rosen Jeff Rosen Greater New York City Area Details
Jeff Rosen's Morgan Stanley Experience January 1996 - April 2010
Job at Societe Generale
Industry Financial Services
Experience
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

Hannah Tsai Hannah Tsai Greater New York City Area Details
Hannah Tsai's Morgan Stanley Experience July 2008 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
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

Daniel Bowling Daniel Bowling Greater New York City Area Details
Daniel Bowling's Morgan Stanley Experience 2009 - 2011
Job MBA Candidate Columbia Business School
Industry Retail
Experience
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

Henry Su Henry Su Greater New York City Area Details
Henry Su's Morgan Stanley Experience July 2013 - July 2014
Job Executive Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
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

F. Claiborne Johnston F. Claiborne Johnston Greater New York City Area Details
F. Claiborne Johnston's Morgan Stanley Experience 2000 - June 2012
Job Managing Director at Invesco Real Estate
Industry Real Estate
Experience
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

Joseph Corcoran Joseph Corcoran New York, New York Details
Joseph Corcoran's Morgan Stanley Experience August 2014 - Present
Job Investment Banking Associate, Mergers & Acquisitions Department at Morgan Stanley
Industry Banking
Experience
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

Henry Park Henry Park Greater New York City Area Details
Henry Park's Morgan Stanley Experience 1998 - 2000
Job Mining Investment Firm
Industry Investment Management
Experience
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

Harvey Okin Harvey Okin Greater New York City Area Details
Harvey Okin's Morgan Stanley Experience 1994 - 1996
Job
Industry Investment Banking
Experience
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

Jikun Kim Jikun Kim Greater Los Angeles Area Details
Jikun Kim's Morgan Stanley Experience 1997 - 1998
Job CFO at AeroVironment
Industry Defense & Space
Experience
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

Denny Galindo Denny Galindo Greater New York City Area Details
Denny Galindo's Morgan Stanley Experience September 2013 - Present
Job
Industry Investment Management
Experience
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

Eric Tam Eric Tam Greater New York City Area Details
Eric Tam's Morgan Stanley Experience August 2008 - July 2011
Job Vice President at H/2 Capital Partners
Industry Real Estate
Experience
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

Hugo Mantilla Hugo Mantilla Miami/Fort Lauderdale Area Details
Hugo Mantilla's Morgan Stanley Experience Senior Vice PresidentLehman Brothers Inc.May 1994 - November 2006
Job executive director at morgan stanley
Industry Banking
Experience
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

Keith Heller Keith Heller Greater New York City Area Details
Keith Heller's Morgan Stanley Experience April 2010 - Present
Job Executive Director Morgan Stanley
Industry Investment Banking
Experience
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

Daniel Fein Daniel Fein Greater New York City Area Details
Daniel Fein's Morgan Stanley Experience January 2009 - June 2010
Job Associate at Goldman Sachs
Industry Financial Services
Experience
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

Josh Saltman Josh Saltman New York, New York Details
Josh Saltman's Morgan Stanley Experience 2004 - 2006
Job Research Analyst at Baron Capital
Industry Investment Management
Experience
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

Jonathon Rauen Jonathon Rauen Greater New York City Area Details
Jonathon Rauen's Morgan Stanley Experience January 2014 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
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

Karen Levin Karen Levin New York, New York Details
Karen Levin's Morgan Stanley Experience August 2013 - July 2015
Job Associate Consumer / Retail / Healthcare, IBD at Goldman Sachs
Industry Investment Banking
Experience
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

Edward Manheimer Edward Manheimer Greater New York City Area Details
Edward Manheimer's Morgan Stanley Experience January 2015 - Present
Job Executive Director at Morgan Stanley Power & Utility M&A
Industry Financial Services
Experience
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

Eric Yi Eric Yi Greater Boston Area Details
Eric Yi's Morgan Stanley Experience 1992 - 1997
Job Head of US Trading and Boston Office Manager at JO Hambro Capital Management
Industry Investment Management
Experience
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

David Feinberg David Feinberg Greater New York City Area Details
David Feinberg's Morgan Stanley Experience December 2004 - August 2005
Job Financial Services & Healthcare Executive: Operations Management, Sales & New Business Development
Industry Hospital & Health Care
Experience
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

Jake Bartlett Jake Bartlett Greater Boston Area Details
Jake Bartlett's Morgan Stanley Experience May 2013 - April 2015
Job Senior Equity Research Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
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

Daniel Seo Daniel Seo Greater New York City Area Details
Daniel Seo's Morgan Stanley Experience March 2007 - May 2010
Job Engagement Manager at McKinsey & Company
Industry Financial Services
Experience
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

Kate Peachway Kate Peachway Greater New York City Area Details
Kate Peachway's Morgan Stanley Experience June 2006 - July 2008
Job Investment Analyst
Industry Research
Experience
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

Hugo Mantilla Hugo Mantilla Miami/Fort Lauderdale Area Details
Hugo Mantilla's Morgan Stanley Experience Senior VicepresidentLehman Brothers Inc.May 1991 - November 2006
Job executive director at morgan stanley
Industry Financial Services
Experience
morgan stanley   Senior VicepresidentLehman Brothers Inc.May 1991 - November 2006

Education
London Business School   2005 — 2008
MBA

Columbia University - Columbia Business School

Justin Gardinier, CFA Justin Gardinier, CFA New York, New York Details
Justin Gardinier, CFA's Morgan Stanley Experience January 2007 - September 2008
Job Managing Director & Head of Greystone EB5
Industry Real Estate
Experience
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

David Prinzivalli David Prinzivalli Greater New York City Area Details
David Prinzivalli's Morgan Stanley Experience September 2003 - October 2006
Job Sr. Vice President at The Blackstone Group
Industry Accounting
Experience
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

David Bonita David Bonita Greater New York City Area Details
David Bonita's Morgan Stanley Experience February 1998 - July 1999
Job Private Equity Partner at OrbiMed Advisors
Industry Venture Capital & Private Equity
Experience
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

Jeong Song Jeong Song Greater New York City Area Details
Jeong Song's Morgan Stanley Experience June 2008 - Present
Job Executive Director, Credit Desk Strategist at Morgan Stanley
Industry Financial Services
Experience
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

Emily Essner Emily Essner Greater New York City Area Details
Emily Essner's Morgan Stanley Experience July 2003 - July 2005
Job Vice President, Business Operations at Saks Fifth Avenue
Industry Retail
Experience
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

Donald Koch Donald Koch Washington D.C. Metro Area Details
Donald Koch's Morgan Stanley Experience 2000 - 2002
Job Managing Director at Howard Hughes Medical Institute
Industry Investment Management
Experience
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

Daniel Andrews Daniel Andrews New York, New York Details
Daniel Andrews's Morgan Stanley Experience April 2012 - Present
Job Vice President, Morgan Stanley Credit Partners
Industry Investment Management
Experience
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

Dan Kecskes Dan Kecskes Greater New York City Area Details
Dan Kecskes's Morgan Stanley Experience June 2008 - April 2012
Job Senior Vice President at Global Credit Advisers, LLC
Industry Financial Services
Experience
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

Joe Cantwell Joe Cantwell Greater New York City Area Details
Joe Cantwell's Morgan Stanley Experience July 2002 - July 2005
Job Portfolio Manager and High Yield Analyst at MacKay Shields
Industry Investment Management
Experience
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

D. Patrick Pryor D. Patrick Pryor Greater New York City Area Details
D. Patrick Pryor's Morgan Stanley Experience 1997 - 2005
Job Executive Director at UBS
Industry Financial Services
Experience
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

Jeff Schachter Jeff Schachter Greater New York City Area Details
Jeff Schachter's Morgan Stanley Experience July 2006 - June 2011
Job Director at KKR
Industry Investment Management
Experience
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

Douglas Sue Douglas Sue New York, New York Details
Douglas Sue's Morgan Stanley Experience February 2006 - August 2007
Job Vice President at BNP Paribas
Industry Capital Markets
Experience
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

Julie Chariell Julie Chariell Greater New York City Area Details
Julie Chariell's Morgan Stanley Experience 1998 - 2008
Job Director of Research at Bloomberg
Industry Capital Markets
Experience
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

Elena Day Elena Day Greater New York City Area Details
Elena Day's Morgan Stanley Experience 2000 - 2002
Job Chief Operating Officer at Ascend Learning Charter Schools
Industry Primary/Secondary Education
Experience
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

Jeannine Farhi Jeannine Farhi Greater New York City Area Details
Jeannine Farhi's Morgan Stanley Experience 2003 - 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
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

Jeff Gelfand Jeff Gelfand Greater New York City Area Details
Jeff Gelfand's Morgan Stanley Experience May 2006 - Present
Job MD, Director of Finance Morgan Stanley Global Wealth Management/Moragan Stanley Smith Barney
Industry Financial Services
Experience
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

Gary Wilhelm Gary Wilhelm Houston, Texas Area Details
Gary Wilhelm's Morgan Stanley Experience June 1999 - December 2001
Job Senior Consultant, Qittitut Consulting
Industry Oil & Energy
Experience
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)

Jacqueline Ng Jacqueline Ng Evanston, Illinois Details
Jacqueline Ng's Morgan Stanley Experience June 2011 - March 2012
Job PhD Candidate at Northwestern University
Industry Research
Experience
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

James Wyman James Wyman Greater New York City Area Details
James Wyman's Morgan Stanley Experience January 2011 - April 2014
Job Private Capital Markets Professional
Industry Capital Markets
Experience
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

Dayle Hochman Burnes Dayle Hochman Burnes San Francisco Bay Area Details
Dayle Hochman Burnes's Morgan Stanley Experience January 2010 - Present
Job COO, Western Region Investment Banking
Industry Investment Banking
Experience
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

Fabio Celadon Fabio Celadon Providence, Rhode Island Details
Fabio Celadon's Morgan Stanley Experience June 2000 - December 2001
Job Senior Vice President, Strategy & Corporate Development at GTECH
Industry Information Technology and Services
Experience
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

Jeremy Berman Jeremy Berman Greater New York City Area Details
Jeremy Berman's Morgan Stanley Experience 2007 - 2008
Job Portfolio Manager RiverPark Structural Alpha Fund at RiverPark Funds
Industry Financial Services
Experience
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

Dan Dolev Dan Dolev Greater New York City Area Details
Dan Dolev's Morgan Stanley Experience July 2011 - January 2013
Job Senior Vice President, Jefferies
Industry Financial Services
Experience
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

David Jonas David Jonas Greater New York City Area Details
David Jonas's Morgan Stanley Experience September 1989 - August 1992
Job Senior Managing Director at Whitebox Advisors LLC
Industry Investment Management
Experience
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

Ellen Herman Ellen Herman Greater New York City Area Details
Ellen Herman's Morgan Stanley Experience 1987 - 1988
Job Pharmaceutical Writer, Editor and Strategist
Industry Writing and Editing
Experience
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

Jed Latkin Jed Latkin Greater New York City Area Details
Jed Latkin's Morgan Stanley Experience 2002 - 2005
Job CEO at Black Elk Energy, LLC
Industry Financial Services
Experience
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

Iris Trotman Iris Trotman Greater New York City Area Details
Iris Trotman's Morgan Stanley Experience 2000 - 2000
Job Executive Director at JP Morgan
Industry Financial Services
Experience
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

Jason Neider Jason Neider Greater New York City Area Details
Jason Neider's Morgan Stanley Experience 2012 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
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

Jill Bunting Jill Bunting New York, New York Details
Jill Bunting's Morgan Stanley Experience June 2015 - August 2015
Job MBA Student, Columbia Business School
Industry Environmental Services
Experience
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)

John Barbo John Barbo Greater New York City Area Details
John Barbo's Morgan Stanley Experience Head of AI salesMerrill LynchOctober 1994 - March 2007
Job Head of AI sales and marketing at Morgan Stanley
Industry Financial Services
Experience
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

Francesco Tonin Francesco Tonin Greater New York City Area Details
Francesco Tonin's Morgan Stanley Experience August 2000 - July 2001
Job Foreign Exchange Application Specialist at Bloomberg LP
Industry Financial Services
Experience
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

John DeGulis (E-mail) John DeGulis (E-mail) Greater New York City Area Details
John DeGulis (E-mail)'s Morgan Stanley Experience August 1994 - December 1995
Job Portfolio Manager at Sound Shore Management
Industry Investment Management
Experience
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

Hyunjae Lee Hyunjae Lee New York, New York Details
Hyunjae Lee's Morgan Stanley Experience June 2006 - March 2011
Job Trainee at International Value Advisers
Industry Investment Management
Experience
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

Jason Urban Jason Urban Greater New York City Area Details
Jason Urban's Morgan Stanley Experience January 2004 - January 2009
Job Partner at Ernst & Young
Industry Financial Services
Experience
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

Josh Austin Josh Austin Aspen, Colorado Details
Josh Austin's Morgan Stanley Experience August 2002 - July 2004
Job President / Owner of Swedish Painting Company
Industry Construction
Experience
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

David Chun David Chun Greater Los Angeles Area Details
David Chun's Morgan Stanley Experience June 2005 - August 2005
Job Real Estate Private Equity at AEW Capital Management
Industry Real Estate
Experience
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

Jena Deng Jena Deng Greater New York City Area Details
Jena Deng's Morgan Stanley Experience July 2007 - January 2009
Job Consultant at The Boston Consulting Group
Industry Investment Management
Experience
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

Francine Mozer Francine Mozer Greater New York City Area Details
Francine Mozer's Morgan Stanley Experience June 1985 - June 2005
Job Managing Director at Credit Suisse
Industry Banking
Experience
Credit Suisse  June 2005 - Present
Morgan Stanley   June 1985 - June 2005

Education
Columbia University - Columbia Business School   1980 — 1982
MBA, Finance

James Kim James Kim San Francisco, California Details
James Kim's Morgan Stanley Experience 2003 - 2003
Job Director of Corporate Development at Poydras Gaming Finance Corp.
Industry Investment Banking
Experience
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

Edward Yu Edward Yu Greater New York City Area Details
Edward Yu's Morgan Stanley Experience June 1994 - July 2009
Job Founding Partner at Column Park Asset Management, L.P.
Industry Financial Services
Experience
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

Frank Henson Frank Henson United States Details
Frank Henson's Morgan Stanley Experience 2001 - 2005
Job CoFounder at Zero G Capital Management LLC
Industry Financial Services
Experience
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

Fernando Senso Fernando Senso Miami, Florida Details
Fernando Senso's Morgan Stanley Experience January 2000 - January 2004
Job Director at Citi
Industry Banking
Experience
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

Jorge Chirino Jorge Chirino Greater New York City Area Details
Jorge Chirino's Morgan Stanley Experience June 2007 - September 2014
Job Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management  October 2014 - Present
Morgan Stanley   June 2007 - September 2014
Aksia  2006 - 2006

Education
Columbia University - Columbia Business School
MBA, Finance

Keith Donohue Keith Donohue Greater New York City Area Details
Keith Donohue's Morgan Stanley Experience November 2011 - Present
Job Morgan Stanley
Industry Financial Services
Experience
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

Harman Saggu, CFA Harman Saggu, CFA Greater New York City Area Details
Harman Saggu, CFA's Morgan Stanley Experience November 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
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

David Kirshenbaum David Kirshenbaum New York, New York Details
David Kirshenbaum's Morgan Stanley Experience June 2004 - July 2006
Job Research analyst at Baron Capital
Industry Investment Management
Experience
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

John Orem John Orem Darien, Connecticut Details
John Orem's Morgan Stanley Experience May 1987 - March 2008
Job Managing Director at Stifel Nicolaus Weisel
Industry Investment Banking
Experience
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

Julie Muhs Julie Muhs New York, New York Details
Julie Muhs's Morgan Stanley Experience January 2013 - Present
Job Vice President Equity Swap Trading at Morgan Stanley
Industry Financial Services
Experience
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

Keith Cackowsky Keith Cackowsky Purchase, New York Details
Keith Cackowsky's Morgan Stanley Experience June 2004 - Present
Job Executive Director at Morgan Stanley Commodities Trading, Credit Portfolio Management
Industry Financial Services
Experience
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

Donald Raper Donald Raper New York, New York Details
Donald Raper's Morgan Stanley Experience February 1998 - March 2003
Job Accounting Analyst at Dietl International Services
Industry Fine Art
Experience
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

Karen Rockoff Karen Rockoff Basking Ridge, New Jersey Details
Karen Rockoff's Morgan Stanley Experience October 1996 - March 2013
Job Senior Vice President, Chief Risk Officer at PeapackGladstone Bank
Industry Financial Services
Experience
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

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