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
Employee
Years
Job
Industry
Yingniao (Alice) Dai Yingniao (Alice) Dai's Morgan Stanley Experience June 2012 - August 2012
Job MS Student in Financial Economics Columbia Business School
Industry Financial Services
Experience
Morgan Stanley June 2012 - August 2012
Haitong Securities International Securities Group June 2011 - July 2011
Bank of Shanghai July 2008 - August 2008
Fullgoal Fund Management Co. Ltd. July 2007 - August 2007
Skills
Financial Modeling, Statistical Modeling, Economic Research, Risk Management
Education
Columbia Business School 2011 — 2013
Master of Science (MS), Financial Economics
Columbia University in the City of New York 2010 — 2011
Master of Arts (M.A.), Financial Mathematics
Fudan University 2006 — 2010
Bachelor of Arts (BA), Management Sciences and Quantitative Methods
Morgan Stanley June 2012 - August 2012
Haitong Securities International Securities Group June 2011 - July 2011
Bank of Shanghai July 2008 - August 2008
Fullgoal Fund Management Co. Ltd. July 2007 - August 2007
Skills
Financial Modeling, Statistical Modeling, Economic Research, Risk Management
Education
Columbia Business School 2011 — 2013
Master of Science (MS), Financial Economics
Columbia University in the City of New York 2010 — 2011
Master of Arts (M.A.), Financial Mathematics
Fudan University 2006 — 2010
Bachelor of Arts (BA), Management Sciences and Quantitative Methods
Scott Joyce Scott Joyce's Morgan Stanley Experience January 2007 - January 2009
Job Managing Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan September 2015 - Present
Guggenheim Partners August 2013 - June 2015
GCA Savvian Advisors July 2009 - August 2013
Morgan Stanley January 2007 - January 2009
Morgan Stanley January 2004 - December 2006
Morgan Stanley July 2000 - December 2003
PricewaterhouseCoopers Corporate Finance January 1997 - December 1998
Price Waterhouse Corporate Finance January 1995 - December 1996
Price Waterhouse September 1992 - December 1994
Skills
CPA, Series 63, Series 24, Series 7, Financial Analysis, Finance, Financial Modeling, Corporate Finance, Equities, Portfolio Management, Valuation, Investments, Investment Banking, Due Diligence, Financial Services, Fixed Income, Mergers & Acquisitions, Private Equity, Capital Markets, Venture Capital, Hedge Funds, Alternative Investments, Management, Corporate Development
Education
Columbia University - Columbia Business School 1999 — 2000
Master of Business Administration (MBA), Finance, General
Tulane University 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan September 2015 - Present
Guggenheim Partners August 2013 - June 2015
GCA Savvian Advisors July 2009 - August 2013
Morgan Stanley January 2007 - January 2009
Morgan Stanley January 2004 - December 2006
Morgan Stanley July 2000 - December 2003
PricewaterhouseCoopers Corporate Finance January 1997 - December 1998
Price Waterhouse Corporate Finance January 1995 - December 1996
Price Waterhouse September 1992 - December 1994
Skills
CPA, Series 63, Series 24, Series 7, Financial Analysis, Finance, Financial Modeling, Corporate Finance, Equities, Portfolio Management, Valuation, Investments, Investment Banking, Due Diligence, Financial Services, Fixed Income, Mergers & Acquisitions, Private Equity, Capital Markets, Venture Capital, Hedge Funds, Alternative Investments, Management, Corporate Development
Education
Columbia University - Columbia Business School 1999 — 2000
Master of Business Administration (MBA), Finance, General
Tulane University 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Natalie Sutton's Morgan Stanley Experience June 2011 - March 2012
Job MBA/MPH Candidate at Columbia University
Industry Hospital & Health Care
Experience
UCLA Health May 2015 - August 2015
Memorial Sloan Kettering Cancer Center January 2015 - May 2015
ING U.S. (now Voya Financial) March 2012 - May 2014
Morgan Stanley June 2011 - March 2012
Morgan Stanley June 2010 - August 2010
Atelier Cuisine et Traditions June 2009 - July 2009
DimHotels May 2009 - June 2009
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Columbia University Mailman School of Public Health 2014 — 2016
Master of Public Health (MPH), Health Policy and Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Entrepreneurship/Entrepreneurial Studies
National University of Singapore 2009 — 2009
Business School Semester Exchange Program
UCLA Health May 2015 - August 2015
Memorial Sloan Kettering Cancer Center January 2015 - May 2015
ING U.S. (now Voya Financial) March 2012 - May 2014
Morgan Stanley June 2011 - March 2012
Morgan Stanley June 2010 - August 2010
Atelier Cuisine et Traditions June 2009 - July 2009
DimHotels May 2009 - June 2009
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Columbia University Mailman School of Public Health 2014 — 2016
Master of Public Health (MPH), Health Policy and Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Entrepreneurship/Entrepreneurial Studies
National University of Singapore 2009 — 2009
Business School Semester Exchange Program
Matthew Kirschner Matthew Kirschner's Morgan Stanley Experience July 2004 - June 2013
Job Vice President, Treasurer at UnityPoint Health
Industry Banking
Experience
UnityPoint Health June 2013 - Present
Morgan Stanley July 2004 - June 2013
J.P. Morgan July 1999 - July 2004
Ernst & Young October 1993 - August 1997
Skills
Bonds, Fixed Income, Derivatives, Asset Management, Investment Banking, Healthcare
Education
Columbia Business School 1997 — 1999
MBA, Finance
State University of New York at Albany 1988 — 1993
BA, Psychology
UnityPoint Health June 2013 - Present
Morgan Stanley July 2004 - June 2013
J.P. Morgan July 1999 - July 2004
Ernst & Young October 1993 - August 1997
Skills
Bonds, Fixed Income, Derivatives, Asset Management, Investment Banking, Healthcare
Education
Columbia Business School 1997 — 1999
MBA, Finance
State University of New York at Albany 1988 — 1993
BA, Psychology
Luther Peacock Luther Peacock's Morgan Stanley Experience 1998 - 2009
Job Real Estate Finance Executive
Industry Commercial Real Estate
Experience
TD 2012 - September 2015
Berkadia Commercial Mortgage LLC 2011 - 2012
Peacock Realty Advisors 2009 - 2011
Morgan Stanley 1998 - 2009
JPMorgan Chase 1992 - 1998
Mitten & Reynolds 1989 - 1992
Southeast Mortgage Co. 1986 - 1989
Skills
Valuation, Banking, Securitization, Commercial Mortgages, CMBS, Due Diligence, Underwriting, Financial Modeling, Credit Risk, Commercial Real Estate, Loans, Asset Management
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Real Estate Finance
New College of Florida 1978 — 1982
BA, Economics
TD 2012 - September 2015
Berkadia Commercial Mortgage LLC 2011 - 2012
Peacock Realty Advisors 2009 - 2011
Morgan Stanley 1998 - 2009
JPMorgan Chase 1992 - 1998
Mitten & Reynolds 1989 - 1992
Southeast Mortgage Co. 1986 - 1989
Skills
Valuation, Banking, Securitization, Commercial Mortgages, CMBS, Due Diligence, Underwriting, Financial Modeling, Credit Risk, Commercial Real Estate, Loans, Asset Management
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Real Estate Finance
New College of Florida 1978 — 1982
BA, Economics
Wendy Rockman Wendy Rockman's Morgan Stanley Experience March 2005 - June 2009
Job Director, Investor Relations and Marketing
Industry Investment Management
Experience
PineBridge Investments January 2011 - July 2012
Morgan Stanley March 2005 - June 2009
Deutsche Bank 2002 - 2004
Goldman Sachs 1998 - 1999
Skills
Hedge Funds, Alternative Investments, Private Equity
Education
Columbia Business School 2001 — 2002
MBA, Finance
Harvard University
BA, Political Science and Government
Bronx High School of Science
PineBridge Investments January 2011 - July 2012
Morgan Stanley March 2005 - June 2009
Deutsche Bank 2002 - 2004
Goldman Sachs 1998 - 1999
Skills
Hedge Funds, Alternative Investments, Private Equity
Education
Columbia Business School 2001 — 2002
MBA, Finance
Harvard University
BA, Political Science and Government
Bronx High School of Science
Peter O'Brien Peter O'Brien's Morgan Stanley Experience 2000 - 2006
Job PE Investor, Chairman, Independent Director
Industry Oil & Energy
Experience
Principal September 2013 - Present
TransFin-M September 2012 - Present
OAO TMK June 2012 - Present
IGSS (Seismic Services) February 2012 - Present
European Pension Fund July 2011 - Present
HRT Participações October 2012 - December 2013
Rosneft April 2006 - June 2011
Morgan Stanley 2000 - 2006
Skills
Investment Banking, Business Planning, Asset Management, Financial Modeling, Management, Valuation, Mergers & Acquisitions, Business Strategy, Capital Markets, Due Diligence, Corporate Finance, Investments, IPO, Emerging Markets, Strategy, Business Development, Risk Management, Private Equity, Financial Analysis, Project Finance, Change Management, Start-ups, M&A experience, Negotiation
Education
Harvard Business School 2011 — 2011
AMP, Advanced Management
Columbia Business School 1999 — 2000
MBA, Finance
Duke University 1987 — 1991
BA, Russian Studies
Deerfield Academy 1983 — 1987
HS Diploma
Principal September 2013 - Present
TransFin-M September 2012 - Present
OAO TMK June 2012 - Present
IGSS (Seismic Services) February 2012 - Present
European Pension Fund July 2011 - Present
HRT Participações October 2012 - December 2013
Rosneft April 2006 - June 2011
Morgan Stanley 2000 - 2006
Skills
Investment Banking, Business Planning, Asset Management, Financial Modeling, Management, Valuation, Mergers & Acquisitions, Business Strategy, Capital Markets, Due Diligence, Corporate Finance, Investments, IPO, Emerging Markets, Strategy, Business Development, Risk Management, Private Equity, Financial Analysis, Project Finance, Change Management, Start-ups, M&A experience, Negotiation
Education
Harvard Business School 2011 — 2011
AMP, Advanced Management
Columbia Business School 1999 — 2000
MBA, Finance
Duke University 1987 — 1991
BA, Russian Studies
Deerfield Academy 1983 — 1987
HS Diploma
Priya Prasad's Morgan Stanley Experience May 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley July 2012 - May 2014
Morgan Stanley July 2011 - July 2012
Morgan Stanley June 2008 - July 2011
Morgan Stanley June 2007 - August 2007
The Nightly Business Report June 2005 - July 2005
Weill Medical College of Cornell University August 2002 - July 2005
Skills
Investments, Fixed Income, Economics, Equities, Microsoft Excel, Bloomberg, Valuation, Financial Analysis, Series 7
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
The China Institute 2009 — 2010
Yale University 2004 — 2008
Bachelor of Arts
Proyecto Lingüístico Francisco Marroquín 2005 — 2005
Stuyvesant High School 2000 — 2004
Morgan Stanley May 2014 - Present
Morgan Stanley July 2012 - May 2014
Morgan Stanley July 2011 - July 2012
Morgan Stanley June 2008 - July 2011
Morgan Stanley June 2007 - August 2007
The Nightly Business Report June 2005 - July 2005
Weill Medical College of Cornell University August 2002 - July 2005
Skills
Investments, Fixed Income, Economics, Equities, Microsoft Excel, Bloomberg, Valuation, Financial Analysis, Series 7
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
The China Institute 2009 — 2010
Yale University 2004 — 2008
Bachelor of Arts
Proyecto Lingüístico Francisco Marroquín 2005 — 2005
Stuyvesant High School 2000 — 2004
Scott Jensen, CFA's Morgan Stanley Experience January 2013 - March 2015
Job High Yield Credit Analyst at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank April 2015 - Present
Morgan Stanley January 2013 - March 2015
Morgan Stanley January 2010 - December 2012
Morgan Stanley July 2007 - December 2009
Skills
Credit Analysis, Research, High Yield Bonds, Relative Value, Financial Modeling, Due Diligence, Leveraged Lending, Valuation
Education
Columbia Business School 2012 — 2013
MBA
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Economics
Moon Area High School
Barclays Investment Bank April 2015 - Present
Morgan Stanley January 2013 - March 2015
Morgan Stanley January 2010 - December 2012
Morgan Stanley July 2007 - December 2009
Skills
Credit Analysis, Research, High Yield Bonds, Relative Value, Financial Modeling, Due Diligence, Leveraged Lending, Valuation
Education
Columbia Business School 2012 — 2013
MBA
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Economics
Moon Area High School
Min Hu Min Hu's Morgan Stanley Experience December 2014 - May 2015
Job Associate at McKinsey & Company
Industry International Affairs
Experience
McKinsey & Company July 2015 - Present
Morgan Stanley December 2014 - May 2015
Bank of Tokyo-Mitsubishi UFJ June 2014 - August 2014
Megacities January 2014 - June 2014
Min Hu Education Consulting June 2010 - August 2013
New Oriental Education & Technology Group (NYSE:EDU) March 2009 - March 2012
Skills
Corporate Finance, Policy Analysis, Capital Markets, International Finance, Earnings Quality and..., Marketing, Research, Financial Accounting, Quantitative Analytics, Foreign Languages, Public Relations, Public Speaking, Project Management, Debate, Literature, Speed Reading, Advanced Economic and..., Writing, Security Evaluations, National Certified..., Computer Proficiency, Mathematics, Interpretation, International Relations, Analysis, Economics, Stata, Teaching, Microsoft Excel, International Education, Policy, Public Policy, Politics, Chinese, Financial Modeling, PowerPoint, English
Education
Columbia University in the City of New York 2013 — 2015
Master of International Affairs, International Finance
Columbia University - Columbia Business School 2014 — 2014
MBA Courseworks, Accounting
Renmin University of China 2006 — 2010
Bachelor's degree, English Language and Literature, General
Tanqiao High school 2003 — 2006
high school, Liberal Arts and Sciences, General Studies and Humanities, 4/4, No 1 in the City of Jingzhou in National College Entrance Exam
McKinsey & Company July 2015 - Present
Morgan Stanley December 2014 - May 2015
Bank of Tokyo-Mitsubishi UFJ June 2014 - August 2014
Megacities January 2014 - June 2014
Min Hu Education Consulting June 2010 - August 2013
New Oriental Education & Technology Group (NYSE:EDU) March 2009 - March 2012
Skills
Corporate Finance, Policy Analysis, Capital Markets, International Finance, Earnings Quality and..., Marketing, Research, Financial Accounting, Quantitative Analytics, Foreign Languages, Public Relations, Public Speaking, Project Management, Debate, Literature, Speed Reading, Advanced Economic and..., Writing, Security Evaluations, National Certified..., Computer Proficiency, Mathematics, Interpretation, International Relations, Analysis, Economics, Stata, Teaching, Microsoft Excel, International Education, Policy, Public Policy, Politics, Chinese, Financial Modeling, PowerPoint, English
Education
Columbia University in the City of New York 2013 — 2015
Master of International Affairs, International Finance
Columbia University - Columbia Business School 2014 — 2014
MBA Courseworks, Accounting
Renmin University of China 2006 — 2010
Bachelor's degree, English Language and Literature, General
Tanqiao High school 2003 — 2006
high school, Liberal Arts and Sciences, General Studies and Humanities, 4/4, No 1 in the City of Jingzhou in National College Entrance Exam
Nancy Berdon Nancy Berdon's Morgan Stanley Experience April 2014 - Present
Job Consultant, Morgan Stanley Private Wealth
Industry Market Research
Experience
Morgan Stanley April 2014 - Present
&Wealth January 2012 - January 2014
Skills
Marketing, Investments, Product Development, Private Equity, Management, Hedge Funds, Business Strategy, Asset Management, Alternative Investments, Strategy, Due Diligence, Portfolio Management, Mergers & Acquisitions, Business Development, Strategic Planning, Venture Capital, Start-ups, Corporate Development, Business Planning, New Business Development, Market Research, Management Consulting, Joint Ventures, Social Media, Marketing Strategy, Online Advertising, Entrepreneurship, Project Management, Competitive Analysis, Capital Markets, Equities, Valuation, Financial Modeling, Analytics, Strategic Partnerships
Education
Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.), Marketing
Wharton School, University of Pennsylvania 1993 — 1997
Bachelor of Science (BS), Health/Health Care Administration/Management
Morgan Stanley April 2014 - Present
&Wealth January 2012 - January 2014
Skills
Marketing, Investments, Product Development, Private Equity, Management, Hedge Funds, Business Strategy, Asset Management, Alternative Investments, Strategy, Due Diligence, Portfolio Management, Mergers & Acquisitions, Business Development, Strategic Planning, Venture Capital, Start-ups, Corporate Development, Business Planning, New Business Development, Market Research, Management Consulting, Joint Ventures, Social Media, Marketing Strategy, Online Advertising, Entrepreneurship, Project Management, Competitive Analysis, Capital Markets, Equities, Valuation, Financial Modeling, Analytics, Strategic Partnerships
Education
Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.), Marketing
Wharton School, University of Pennsylvania 1993 — 1997
Bachelor of Science (BS), Health/Health Care Administration/Management
Matthew Chun Matthew Chun's Morgan Stanley Experience August 2015 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Jefferies LLC June 2014 - August 2015
Barclays 2011 - June 2014
Wedbush Securities July 2008 - May 2009
Wedbush Securities February 2005 - June 2008
Skills
Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Valuation, Financial Analysis, Mergers, LBO, DCF
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
Princeton University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Punahou School 1997 — 2000
Morgan Stanley August 2015 - Present
Jefferies LLC June 2014 - August 2015
Barclays 2011 - June 2014
Wedbush Securities July 2008 - May 2009
Wedbush Securities February 2005 - June 2008
Skills
Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Valuation, Financial Analysis, Mergers, LBO, DCF
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
Princeton University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Punahou School 1997 — 2000
George Bergamo George Bergamo's Morgan Stanley Experience May 2008 - May 2011
Job Senior Associate Real Estate Transaction Services at New York City Economic Development Corporation
Industry Real Estate
Experience
New York City Economic Development Corporation February 2015 - Present
Centauri Investment Management January 2013 - Present
Starwood Property Trust June 2012 - August 2012
SG Blocks January 2012 - May 2012
Morgan Stanley May 2008 - May 2011
Skills
Adobe Creative Suite, Argus Modeling, Real Estate, Real Estate Development, Real Estate Financing, Commercial Real Estate, Financial Analysis, Investment Advisory, Investment Banking, Real Estate Transactions, Investment Properties, Residential Investment..., Hotels, Return on Investment, Qualitative Research, Quantitative Research, MS Office Suite, Capital IQ, Westlaw, Datastream, CEIC Data, Google Sketchup, Real Estate License, Microsoft Office, Private Equity, Valuation, Real Estate Economics, Real Estate Private..., Finance, Asset Management, Due Diligence, Investments, Financial Modeling, Strategy, Acquisitions, Analysis, DCF, Financial Structuring, Management
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2011 — 2012
MSRED, Real Estate
New York University 2009 — 2010
Certificate, Real Estate Finance and Investment
Marymount Manhattan College 2003 — 2007
BA, Communication Arts
collegiate school
New York City Economic Development Corporation February 2015 - Present
Centauri Investment Management January 2013 - Present
Starwood Property Trust June 2012 - August 2012
SG Blocks January 2012 - May 2012
Morgan Stanley May 2008 - May 2011
Skills
Adobe Creative Suite, Argus Modeling, Real Estate, Real Estate Development, Real Estate Financing, Commercial Real Estate, Financial Analysis, Investment Advisory, Investment Banking, Real Estate Transactions, Investment Properties, Residential Investment..., Hotels, Return on Investment, Qualitative Research, Quantitative Research, MS Office Suite, Capital IQ, Westlaw, Datastream, CEIC Data, Google Sketchup, Real Estate License, Microsoft Office, Private Equity, Valuation, Real Estate Economics, Real Estate Private..., Finance, Asset Management, Due Diligence, Investments, Financial Modeling, Strategy, Acquisitions, Analysis, DCF, Financial Structuring, Management
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2011 — 2012
MSRED, Real Estate
New York University 2009 — 2010
Certificate, Real Estate Finance and Investment
Marymount Manhattan College 2003 — 2007
BA, Communication Arts
collegiate school
Monique France, CFA Monique France, CFA's Morgan Stanley Experience 1994 - 2009
Job Client Portfolio Manager at Mirae Asset Global Investments (USA) LLC
Industry Financial Services
Experience
Mirae Asset Global Investments 2013 - Present
CFA Institute 2013 - 2013
Morgan Stanley 1994 - 2009
Dillon, Read & Co. Inc. 1990 - 1992
Skills
Asset Allocation, Emerging Markets, Institutional Sales, Analytical Skills, Communication Skills, Financial Statement..., Stock Picking, Equities, Alternative Investments, Hedge Funds, Valuation, Financial Modeling, Portfolio Management, Investment Banking, Bloomberg, Investments, Equity Research, Fixed Income, Financial Markets, Capital Markets
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School
BS, Economics
Mirae Asset Global Investments 2013 - Present
CFA Institute 2013 - 2013
Morgan Stanley 1994 - 2009
Dillon, Read & Co. Inc. 1990 - 1992
Skills
Asset Allocation, Emerging Markets, Institutional Sales, Analytical Skills, Communication Skills, Financial Statement..., Stock Picking, Equities, Alternative Investments, Hedge Funds, Valuation, Financial Modeling, Portfolio Management, Investment Banking, Bloomberg, Investments, Equity Research, Fixed Income, Financial Markets, Capital Markets
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School
BS, Economics
Salvatore Mazzeo Salvatore Mazzeo's Morgan Stanley Experience March 2002 - April 2011
Job Partner at Project Risk Analytics LLC
Industry Construction
Experience
Project Risk Analytics LLC April 2011 - Present
Morgan Stanley March 2002 - April 2011
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Project Risk Analytics LLC April 2011 - Present
Morgan Stanley March 2002 - April 2011
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Sergiy Gorovyy Sergiy Gorovyy's Morgan Stanley Experience 2012 - 2015
Job Risk Management Associate at Ellington Management Group
Industry Financial Services
Experience
Ellington Management Group 2015 - Present
Morgan Stanley 2012 - 2015
Morgan Stanley June 2011 - August 2011
Skills
Financial Risk, Fixed Income, Financial Modeling, Quantitative Finance, Capital Markets, Interest Rate..., Sovereign Debt, Structured Products, Bloomberg, Credit Derivatives, Equity Derivatives, Statistics, Economics, Valuation, Emerging Markets, Portfolio Management, Asset Management, Econometrics, Derivatives
Education
Columbia University - Columbia Business School 2007 — 2012
PhD, Finance & Economics, 3.66/4.00
Stevens Institute of Technology 2005 — 2007
Master of Science (M.S.), Stochastic Systems, 4.00/4.00
Kyiv National Taras Shevchenko University 2004 — 2006
Master of Science (M.S.), Statistics, 5.00/5.00
Kyiv National Taras Shevchenko University 2000 — 2004
Bachelor of Science (BS), Mathematics, 4.96/5.00
Ellington Management Group 2015 - Present
Morgan Stanley 2012 - 2015
Morgan Stanley June 2011 - August 2011
Skills
Financial Risk, Fixed Income, Financial Modeling, Quantitative Finance, Capital Markets, Interest Rate..., Sovereign Debt, Structured Products, Bloomberg, Credit Derivatives, Equity Derivatives, Statistics, Economics, Valuation, Emerging Markets, Portfolio Management, Asset Management, Econometrics, Derivatives
Education
Columbia University - Columbia Business School 2007 — 2012
PhD, Finance & Economics, 3.66/4.00
Stevens Institute of Technology 2005 — 2007
Master of Science (M.S.), Stochastic Systems, 4.00/4.00
Kyiv National Taras Shevchenko University 2004 — 2006
Master of Science (M.S.), Statistics, 5.00/5.00
Kyiv National Taras Shevchenko University 2000 — 2004
Bachelor of Science (BS), Mathematics, 4.96/5.00
Onur Kalar, CFA Onur Kalar, CFA's Morgan Stanley Experience October 2003 - March 2004
Job Leveraged Finance & Financial Sponsors
Industry Investment Banking
Experience
Mizuho Securities 2011 - Present
TD Securities / TD Bank 2007 - 2010
Santander Bank, N.A. 2005 - 2007
The Institute for Public Policy and Economic Development August 2004 - May 2005
Morgan Stanley October 2003 - March 2004
Skills
Credit Analysis, Investment Banking, Portfolio Management, Leveraged Finance, Financial Modeling, Credit, Equities, Financial Structuring, Commercial Banking, Loan Origination, Capital Markets, Valuation, Derivatives, Loans, High Yield Bonds, Bonds, Syndications, Fixed Income, LBO, Corporate Finance, Finance, Private Equity, Financial Analysis, Investments, Banking, Risk Management, Bloomberg, Mergers & Acquisitions, Due Diligence, Credit Risk, Financial Services, Financial Markets, Asset Management, Securities, Management, Alternative Investments, Series 7, IPO, Analysis, Relationship Management
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Wilkes University
Business Administration; Concentration in Finance
Mizuho Securities 2011 - Present
TD Securities / TD Bank 2007 - 2010
Santander Bank, N.A. 2005 - 2007
The Institute for Public Policy and Economic Development August 2004 - May 2005
Morgan Stanley October 2003 - March 2004
Skills
Credit Analysis, Investment Banking, Portfolio Management, Leveraged Finance, Financial Modeling, Credit, Equities, Financial Structuring, Commercial Banking, Loan Origination, Capital Markets, Valuation, Derivatives, Loans, High Yield Bonds, Bonds, Syndications, Fixed Income, LBO, Corporate Finance, Finance, Private Equity, Financial Analysis, Investments, Banking, Risk Management, Bloomberg, Mergers & Acquisitions, Due Diligence, Credit Risk, Financial Services, Financial Markets, Asset Management, Securities, Management, Alternative Investments, Series 7, IPO, Analysis, Relationship Management
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Wilkes University
Business Administration; Concentration in Finance
Reed Staub Reed Staub's Morgan Stanley Experience June 2015 - Present
Job Interest Rates (Fixed Income)
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley May 2014 - June 2015
Morgan Stanley 2009 - May 2014
Skills
Fixed Income, Capital Markets, Bloomberg, Interest Rate..., Trading, Equities, Structured Products
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Vanderbilt University 2005 — 2009
B.A., Economics, Finance
The Lawrenceville School 2003 — 2005
Morgan Stanley June 2015 - Present
Morgan Stanley May 2014 - June 2015
Morgan Stanley 2009 - May 2014
Skills
Fixed Income, Capital Markets, Bloomberg, Interest Rate..., Trading, Equities, Structured Products
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Vanderbilt University 2005 — 2009
B.A., Economics, Finance
The Lawrenceville School 2003 — 2005
Melanie Waits Melanie Waits's Morgan Stanley Experience August 2010 - January 2013
Job Director of Operations at KIPP NYC
Industry Education Management
Experience
KIPP NYC July 2014 - Present
Management Leadership for Tomorrow March 2013 - July 2014
Morgan Stanley August 2010 - January 2013
Sponsors for Educational Opportunity April 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Citi June 2008 - August 2008
General Mills July 2006 - June 2008
General Mills July 2004 - July 2006
General Electric June 2003 - August 2003
Skills
Financial Modeling, Business Strategy, Equities, Strategy, Strategic Planning, Management Consulting, Project Management, Data Analysis, Operations Management, Performance Management, Leadership Development, Recruiting, Education
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance & Economics, Non-Profit Management
Georgia Institute of Technology 2000 — 2004
BS, Industrial Engineering
KIPP NYC July 2014 - Present
Management Leadership for Tomorrow March 2013 - July 2014
Morgan Stanley August 2010 - January 2013
Sponsors for Educational Opportunity April 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Citi June 2008 - August 2008
General Mills July 2006 - June 2008
General Mills July 2004 - July 2006
General Electric June 2003 - August 2003
Skills
Financial Modeling, Business Strategy, Equities, Strategy, Strategic Planning, Management Consulting, Project Management, Data Analysis, Operations Management, Performance Management, Leadership Development, Recruiting, Education
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance & Economics, Non-Profit Management
Georgia Institute of Technology 2000 — 2004
BS, Industrial Engineering
Lauren A. Ray Lauren A. Ray's Morgan Stanley Experience August 2011 - May 2014
Job Associate at The Carlyle Group
Industry Real Estate
Experience
The Carlyle Group June 2014 - Present
Morgan Stanley August 2011 - May 2014
Morgan Stanley July 2010 - August 2010
SunTrust Bank August 2006 - May 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Due Diligence, Investment Banking, Corporate Finance, Capital Markets, Investments, Private Equity, Asset Managment, Equities, Portfolio Management, Equity Research, Bloomberg, Fixed Income, Mergers, Hedge Funds, Alternative Investments, LBO, Equity Valuation, Financial Structuring
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance, Real Estate
University of Miami - School of Business 2002 — 2006
BBA, Finance, Accounting
St. Johns College High School
The Carlyle Group June 2014 - Present
Morgan Stanley August 2011 - May 2014
Morgan Stanley July 2010 - August 2010
SunTrust Bank August 2006 - May 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Due Diligence, Investment Banking, Corporate Finance, Capital Markets, Investments, Private Equity, Asset Managment, Equities, Portfolio Management, Equity Research, Bloomberg, Fixed Income, Mergers, Hedge Funds, Alternative Investments, LBO, Equity Valuation, Financial Structuring
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance, Real Estate
University of Miami - School of Business 2002 — 2006
BBA, Finance, Accounting
St. Johns College High School
Patrick Kelly Patrick Kelly's Morgan Stanley Experience August 1999 - May 2001
Job CFO at Persado
Industry Internet
Experience
Persado June 2014 - Present
Handybook January 2014 - May 2014
Outbrain.com August 2008 - December 2013
Quigo Technologies, Inc (subsidiary of AOL) August 2003 - June 2008
Morgan Stanley August 1999 - May 2001
The Blackstone Group July 1994 - July 1997
Skills
Venture Capital, Due Diligence, Accounting, Auditing, M&A experience, Start-ups, Mergers & Acquisitions, Finance, Internal Controls, Management, Forecasting, Corporate Development, Budgets, Strategy, Leadership
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
University College Dublin 1987 — 1990
BComm, Commerce
Persado June 2014 - Present
Handybook January 2014 - May 2014
Outbrain.com August 2008 - December 2013
Quigo Technologies, Inc (subsidiary of AOL) August 2003 - June 2008
Morgan Stanley August 1999 - May 2001
The Blackstone Group July 1994 - July 1997
Skills
Venture Capital, Due Diligence, Accounting, Auditing, M&A experience, Start-ups, Mergers & Acquisitions, Finance, Internal Controls, Management, Forecasting, Corporate Development, Budgets, Strategy, Leadership
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
University College Dublin 1987 — 1990
BComm, Commerce
Sara Choi Sara Choi's Morgan Stanley Experience May 2003 - August 2004
Job Facilities Manager at British Airways
Industry Real Estate
Experience
British Airways April 2013 - Present
MTI (Contractor for General Services Administration) June 2010 - May 2012
DK Design Associates December 2008 - June 2010
Barteluce Architects October 2007 - December 2008
W Design Group May 2005 - October 2007
Morgan Stanley May 2003 - August 2004
Deutsche Bank August 2000 - May 2003
Skills
AutoCAD, Architecture, Photoshop, Illustrator, InDesign, Microsoft Office, Analysis, Submittals, Adobe Creative Suite, Interior Design, Architectural Design, Space planning, Sustainability, Feasibility Studies, Architectures, Design Research, SketchUp, Sketching
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2012 — 2013
M.S., Real Estate Development
New York School of Interior Design 2004 — 2007
A.A.S., Interior Design
The Johns Hopkins University 1996 — 2000
B.S., Computer Science
British Airways April 2013 - Present
MTI (Contractor for General Services Administration) June 2010 - May 2012
DK Design Associates December 2008 - June 2010
Barteluce Architects October 2007 - December 2008
W Design Group May 2005 - October 2007
Morgan Stanley May 2003 - August 2004
Deutsche Bank August 2000 - May 2003
Skills
AutoCAD, Architecture, Photoshop, Illustrator, InDesign, Microsoft Office, Analysis, Submittals, Adobe Creative Suite, Interior Design, Architectural Design, Space planning, Sustainability, Feasibility Studies, Architectures, Design Research, SketchUp, Sketching
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2012 — 2013
M.S., Real Estate Development
New York School of Interior Design 2004 — 2007
A.A.S., Interior Design
The Johns Hopkins University 1996 — 2000
B.S., Computer Science
Minna Koo Minna Koo's Morgan Stanley Experience August 2015 - Present
Job MBA Candidate 2015 at Columbia Business School
Industry Real Estate
Experience
Morgan Stanley August 2015 - Present
Related Companies January 2015 - May 2015
Morgan Stanley June 2014 - August 2014
ARC/Architectural Resources Cambridge September 2009 - February 2013
Architecture Research Office (ARO) August 2008 - December 2008
Skills
Architecture, Sustainable Design, LEED Accredited, Revit, AutoCAD, Adobe Creative Suite, BIM, Graphic Design, Urban Design, AIA, Microsoft Excel, Microsoft Word, PowerPoint, LEED AP
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Real Estate & Finance
Cornell University
Bachelor of Architecture (BArch), Architecture
Morgan Stanley August 2015 - Present
Related Companies January 2015 - May 2015
Morgan Stanley June 2014 - August 2014
ARC/Architectural Resources Cambridge September 2009 - February 2013
Architecture Research Office (ARO) August 2008 - December 2008
Skills
Architecture, Sustainable Design, LEED Accredited, Revit, AutoCAD, Adobe Creative Suite, BIM, Graphic Design, Urban Design, AIA, Microsoft Excel, Microsoft Word, PowerPoint, LEED AP
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Real Estate & Finance
Cornell University
Bachelor of Architecture (BArch), Architecture
Seema Gohil Seema Gohil's Morgan Stanley Experience July 2008 - July 2009
Job Cofounder at Closet Collective
Industry Internet
Experience
Closet Collective May 2013 - Present
Grameen America, Inc. January 2013 - June 2013
Dolphin Stationers December 2012 - May 2013
Solataa September 2010 - May 2013
Grameen America 2009 - December 2012
Morgan Stanley July 2008 - July 2009
Morgan Stanley July 2006 - July 2008
Morgan Stanley July 2005 - July 2006
Education
Columbia Business School 2011 — 2013
MBA
University of Miami - School of Business 2002 — 2005
BBA, Finance
Closet Collective May 2013 - Present
Grameen America, Inc. January 2013 - June 2013
Dolphin Stationers December 2012 - May 2013
Solataa September 2010 - May 2013
Grameen America 2009 - December 2012
Morgan Stanley July 2008 - July 2009
Morgan Stanley July 2006 - July 2008
Morgan Stanley July 2005 - July 2006
Education
Columbia Business School 2011 — 2013
MBA
University of Miami - School of Business 2002 — 2005
BBA, Finance
Matt Plooster's Morgan Stanley Experience 2009 - 2009
Job Managing Principal at Bridgepoint Merchant Banking ♦ Investment Banker ♦ M&A ♦ Capital Raising ♦ Board Director
Industry Investment Banking
Experience
Bridgepoint Merchant Banking 2010 - Present
Bridgepoint Investment Partners I, LLLP 2010 - Present
Morgan Stanley 2009 - 2009
Deutsche Bank 2004 - 2009
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Venture Capital, Capital Raising, LBO, Investments, Valuation, Securities, Financial Modeling, Capital Markets, Capital, Financial Advisory, Corporate Development, Alternative Investments, M&A experience, Banking, Financial Structuring, Series 7, Equities, Structured Finance, Fixed Income, Emerging Markets, IPO
Education
Columbia University - Columbia Business School
Alumni, Finance
University of Chicago
BA, Economics, Mathematics with Honors
University of Nebraska-Lincoln
Finance
Elkhorn Mt. Michael
Bridgepoint Merchant Banking 2010 - Present
Bridgepoint Investment Partners I, LLLP 2010 - Present
Morgan Stanley 2009 - 2009
Deutsche Bank 2004 - 2009
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Venture Capital, Capital Raising, LBO, Investments, Valuation, Securities, Financial Modeling, Capital Markets, Capital, Financial Advisory, Corporate Development, Alternative Investments, M&A experience, Banking, Financial Structuring, Series 7, Equities, Structured Finance, Fixed Income, Emerging Markets, IPO
Education
Columbia University - Columbia Business School
Alumni, Finance
University of Chicago
BA, Economics, Mathematics with Honors
University of Nebraska-Lincoln
Finance
Elkhorn Mt. Michael
Mehdi Benkirane Mehdi Benkirane's Morgan Stanley Experience April 2010 - Present
Job director of operations chez Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2010 - Present
Goldman Sachs April 2009 - March 2010
AIG April 2008 - March 2009
MetLife April 2007 - March 2009
Education
Columbia Business School 2003 — 2005
mba, marketing
New York University 2002 — 2003
master of science
Morgan Stanley April 2010 - Present
Goldman Sachs April 2009 - March 2010
AIG April 2008 - March 2009
MetLife April 2007 - March 2009
Education
Columbia Business School 2003 — 2005
mba, marketing
New York University 2002 — 2003
master of science
Sheheryar Hafeez Sheheryar Hafeez's Morgan Stanley Experience November 2006 - August 2008
Job Vice President Real Estate IB at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2011 - Present
Ascend Global Investments January 2009 - January 2010
Morgan Stanley November 2006 - August 2008
Skills
Valuation, Investment Banking, Equities, Capital Markets, Private Equity, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, FInance
New York University - Leonard N. Stern School of Business 2001 — 2005
BSc, Finance, Economics
J.P. Morgan July 2011 - Present
Ascend Global Investments January 2009 - January 2010
Morgan Stanley November 2006 - August 2008
Skills
Valuation, Investment Banking, Equities, Capital Markets, Private Equity, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, FInance
New York University - Leonard N. Stern School of Business 2001 — 2005
BSc, Finance, Economics
Liyang Lu Liyang Lu's Morgan Stanley Experience June 2011 - July 2013
Job Analyst at Gruss Capital Management
Industry Financial Services
Experience
Gruss Capital Management August 2015 - Present
Calixto Global Investors June 2014 - December 2014
NIV Asset Management November 2013 - May 2014
Yulan Capital Management January 2014 - February 2014
Morgan Stanley June 2011 - July 2013
Capgemini Consulting September 2010 - June 2011
Bank of China International February 2010 - June 2010
CHINA CONSULTANTS OF ACCOUNTING AND FINANCIAL MANAGEMENT CO.,LTD July 2009 - September 2009
CITIC TRUST CO.,LTD February 2009 - April 2009
ABN·AMRO Bank (China) Co. ,Ltd July 2007 - September 2007
Skills
English, Financial Modeling, Financial Analysis, A share IPO, Mergers, Management Consulting, Valuation, IPO, Investment Banking, Corporate Finance, Due Diligence, Private Equity, DCF, Financial Reporting, Equity Research, Capital Markets, Equity Valuation, Equities, Analysis, Investment Management
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Investment management
Peking University 2006 — 2010
Bachelor, Finance
Szent István Egyetem 2008 — 2008
Visiting student, Economics
Gruss Capital Management August 2015 - Present
Calixto Global Investors June 2014 - December 2014
NIV Asset Management November 2013 - May 2014
Yulan Capital Management January 2014 - February 2014
Morgan Stanley June 2011 - July 2013
Capgemini Consulting September 2010 - June 2011
Bank of China International February 2010 - June 2010
CHINA CONSULTANTS OF ACCOUNTING AND FINANCIAL MANAGEMENT CO.,LTD July 2009 - September 2009
CITIC TRUST CO.,LTD February 2009 - April 2009
ABN·AMRO Bank (China) Co. ,Ltd July 2007 - September 2007
Skills
English, Financial Modeling, Financial Analysis, A share IPO, Mergers, Management Consulting, Valuation, IPO, Investment Banking, Corporate Finance, Due Diligence, Private Equity, DCF, Financial Reporting, Equity Research, Capital Markets, Equity Valuation, Equities, Analysis, Investment Management
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Investment management
Peking University 2006 — 2010
Bachelor, Finance
Szent István Egyetem 2008 — 2008
Visiting student, Economics
Olga Hayden's Morgan Stanley Experience March 2013 - August 2014
Job NYU Stern MSRM, Management Consulting (Capital Markets: regulatory risk)
Industry Capital Markets
Experience
Goldman Sachs November 2014 - Present
Capco Capital Markets September 2014 - Present
Morgan Stanley March 2013 - August 2014
BNP Paribas October 2012 - March 2013
Morgan Stanley July 2012 - September 2012
Columbia University, Economics Department January 2012 - May 2012
Credit Suisse March 2011 - August 2011
JP Morgan Chase September 2009 - March 2010
Education
New York University - Leonard N. Stern School of Business 2015 — 2016
MS Risk Management
Columbia University - Columbia Business School
Columbia University - School of International and Public Affairs
Columbia University in the City of New York
BA
Goldman Sachs November 2014 - Present
Capco Capital Markets September 2014 - Present
Morgan Stanley March 2013 - August 2014
BNP Paribas October 2012 - March 2013
Morgan Stanley July 2012 - September 2012
Columbia University, Economics Department January 2012 - May 2012
Credit Suisse March 2011 - August 2011
JP Morgan Chase September 2009 - March 2010
Education
New York University - Leonard N. Stern School of Business 2015 — 2016
MS Risk Management
Columbia University - Columbia Business School
Columbia University - School of International and Public Affairs
Columbia University in the City of New York
BA
Sean Zhang's Morgan Stanley Experience June 2014 - August 2014
Job Research Associate at Arrowstreet Capital
Industry Financial Services
Experience
Arrowstreet Capital June 2015 - Present
Morgan Stanley June 2014 - August 2014
Laurion Capital Management March 2013 - June 2013
UBS Investment Bank July 2012 - December 2012
Morgan Stanley Huaxin Securities April 2012 - July 2012
Skills
Economics, Statistics, Econometrics, Asset Pricing Theory, Empirical Asset Pricing, Corporate Finance, Financial Modeling, Quantitative Finance, Financial Analysis, Derivatives, Valuation, C++, Python, VBA, Matlab, Stata, Bloomberg, Research, Analysis, Strategy, Teamwork
Education
Columbia Business School 2013 — 2015
Master of Science (M.S.), Financial Economics, 9.7/10.0
Shanghai University of Finance and Economics 2009 — 2013
Bachelor of Science (BS), Finance, 3.7/4.0
Arrowstreet Capital June 2015 - Present
Morgan Stanley June 2014 - August 2014
Laurion Capital Management March 2013 - June 2013
UBS Investment Bank July 2012 - December 2012
Morgan Stanley Huaxin Securities April 2012 - July 2012
Skills
Economics, Statistics, Econometrics, Asset Pricing Theory, Empirical Asset Pricing, Corporate Finance, Financial Modeling, Quantitative Finance, Financial Analysis, Derivatives, Valuation, C++, Python, VBA, Matlab, Stata, Bloomberg, Research, Analysis, Strategy, Teamwork
Education
Columbia Business School 2013 — 2015
Master of Science (M.S.), Financial Economics, 9.7/10.0
Shanghai University of Finance and Economics 2009 — 2013
Bachelor of Science (BS), Finance, 3.7/4.0
Rawle Deland Rawle Deland's Morgan Stanley Experience August 2012 - May 2013
Job Senior Director of Digital Strategy & Business Development at Warner Music Group
Industry Entertainment
Experience
Warner Music Group September 2015 - Present
Viacom May 2013 - March 2015
Morgan Stanley August 2012 - May 2013
Warner Music Group February 2012 - June 2012
Morgan Stanley June 2011 - September 2011
Warner Music Group February 2011 - June 2011
Lincoln Center for the Performing Arts September 2009 - June 2010
Wellspring Capital Management LLC August 2007 - August 2009
Bear Stearns Investment Banking Division July 2005 - July 2007
Skills
Media & Entertainment, Digital Media, Mergers & Acquisitions, Business Strategy, Corporate Development, Strategic Partnerships, Business Development, Financial & Operational..., Corporate Finance, Valuation, Competitive Intelligence, Strategic Planning, Digital Strategy, Private Equity, Investment Banking, Advertising, Due Diligence, Management, Management Consulting, Financial Modeling, Strategy
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Media and Finance
Harvard University 2001 — 2005
A.B., Government
Trinity High School
Warner Music Group September 2015 - Present
Viacom May 2013 - March 2015
Morgan Stanley August 2012 - May 2013
Warner Music Group February 2012 - June 2012
Morgan Stanley June 2011 - September 2011
Warner Music Group February 2011 - June 2011
Lincoln Center for the Performing Arts September 2009 - June 2010
Wellspring Capital Management LLC August 2007 - August 2009
Bear Stearns Investment Banking Division July 2005 - July 2007
Skills
Media & Entertainment, Digital Media, Mergers & Acquisitions, Business Strategy, Corporate Development, Strategic Partnerships, Business Development, Financial & Operational..., Corporate Finance, Valuation, Competitive Intelligence, Strategic Planning, Digital Strategy, Private Equity, Investment Banking, Advertising, Due Diligence, Management, Management Consulting, Financial Modeling, Strategy
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Media and Finance
Harvard University 2001 — 2005
A.B., Government
Trinity High School
Naeema Huq Naeema Huq's Morgan Stanley Experience July 2015 - Present
Job Vice President, COO, UHNW Resources at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley January 2015 - June 2015
Morgan Stanley 2012 - 2015
Morgan Stanley 2009 - 2011
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science (BS), Finance and International Business
Morgan Stanley July 2015 - Present
Morgan Stanley January 2015 - June 2015
Morgan Stanley 2012 - 2015
Morgan Stanley 2009 - 2011
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science (BS), Finance and International Business
Thomas Doyle Thomas Doyle's Morgan Stanley Experience 2010 - 2012
Job Foreign Exchange Sales & Trading
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation April 2015 - Present
Faros Trading LLC February 2012 - August 2014
Morgan Stanley 2010 - 2012
UBS Securities Co., Ltd 2004 - 2010
Barclays Capital 2001 - 2003
JPMorgan 1991 - 2001
Skills
FX Options, Electronic Trading, Fixed Income, Trading, Hedge Funds, Derivatives, Options, Currency, Hedging, Financial Markets, Bloomberg, FX trading, Foreign Exchange, Volatility, Capital Markets, Market Making, Investment Banking, Bonds, Prime Brokerage, Emerging Markets, Commodity, Swaps, Interest Rate..., Trading Systems, Equities, Credit Derivatives, Equity Derivatives, Structured Products, Trading Strategies, Equity Trading, Proprietary Trading
Education
Columbia Business School 1988 — 1990
Master of Business Administration (MBA), Finance & Marketing
Middlebury College 1983 — 1987
Bachelor of Arts (BA), Economics
Falmouth High School 1979 — 1983
Sumitomo Mitsui Banking Corporation April 2015 - Present
Faros Trading LLC February 2012 - August 2014
Morgan Stanley 2010 - 2012
UBS Securities Co., Ltd 2004 - 2010
Barclays Capital 2001 - 2003
JPMorgan 1991 - 2001
Skills
FX Options, Electronic Trading, Fixed Income, Trading, Hedge Funds, Derivatives, Options, Currency, Hedging, Financial Markets, Bloomberg, FX trading, Foreign Exchange, Volatility, Capital Markets, Market Making, Investment Banking, Bonds, Prime Brokerage, Emerging Markets, Commodity, Swaps, Interest Rate..., Trading Systems, Equities, Credit Derivatives, Equity Derivatives, Structured Products, Trading Strategies, Equity Trading, Proprietary Trading
Education
Columbia Business School 1988 — 1990
Master of Business Administration (MBA), Finance & Marketing
Middlebury College 1983 — 1987
Bachelor of Arts (BA), Economics
Falmouth High School 1979 — 1983
Nico Clemminck's Morgan Stanley Experience June 2007 - September 2007
Job Head of Sales Strategy & Operations at Google
Industry Online Media
Experience
Google July 2015 - Present
McKinsey & Company September 2008 - July 2015
Morgan Stanley June 2007 - September 2007
McKinsey & Company September 2004 - August 2006
Skills
Management Consulting, Entrepreneurship, Advertising, Valuation, Private Equity, Media & Entertainment, Digital, Go-to-market Strategy, Sales Management, Marketing, Growth Strategies, Mergers, Investments
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Entrepreneurship and Finance, Dean’s List
Vlerick Leuven-Gent Management School 2003 — 2004
Masters, General Management, Magna Cum Laude
Universiteit Gent 1999 — 2003
Masters, Computer Science, Magna Cum Laude
Google July 2015 - Present
McKinsey & Company September 2008 - July 2015
Morgan Stanley June 2007 - September 2007
McKinsey & Company September 2004 - August 2006
Skills
Management Consulting, Entrepreneurship, Advertising, Valuation, Private Equity, Media & Entertainment, Digital, Go-to-market Strategy, Sales Management, Marketing, Growth Strategies, Mergers, Investments
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Entrepreneurship and Finance, Dean’s List
Vlerick Leuven-Gent Management School 2003 — 2004
Masters, General Management, Magna Cum Laude
Universiteit Gent 1999 — 2003
Masters, Computer Science, Magna Cum Laude
Sapna Shah Sapna Shah's Morgan Stanley Experience July 1993 - April 1994
Job Angel investor, retail expert and entrepreneur
Industry Venture Capital & Private Equity
Experience
Red Giraffe Advisors October 2013 - Present
New York Angels 2014 - Present
Retail Eye Partners February 2006 - October 2013
Mind The Chap January 2012 - July 2013
Linens 'n Things January 2003 - November 2005
Ann Taylor Stores Corp. 1998 - 2000
Gap, Inc. May 1997 - August 1997
Punk, Ziegel & Knoell April 1994 - May 1996
Morgan Stanley July 1993 - April 1994
Skills
Strategic Planning, Financial Analysis, Retail, Product Development, Apparel, Entrepreneur, Menswear, Entrepreneurship, Market Research, Social Media, E-commerce, New Business Development, Mergers & Acquisitions, Project Management, Strategy, Budgets, Competitive Analysis, Start-ups, Business Strategy, Strategic Partnerships
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Management of Organizations
University of Pennsylvania - The Wharton School 1990 — 1993
BS & BA, Finance and Multinational Management, Japanese
Red Giraffe Advisors October 2013 - Present
New York Angels 2014 - Present
Retail Eye Partners February 2006 - October 2013
Mind The Chap January 2012 - July 2013
Linens 'n Things January 2003 - November 2005
Ann Taylor Stores Corp. 1998 - 2000
Gap, Inc. May 1997 - August 1997
Punk, Ziegel & Knoell April 1994 - May 1996
Morgan Stanley July 1993 - April 1994
Skills
Strategic Planning, Financial Analysis, Retail, Product Development, Apparel, Entrepreneur, Menswear, Entrepreneurship, Market Research, Social Media, E-commerce, New Business Development, Mergers & Acquisitions, Project Management, Strategy, Budgets, Competitive Analysis, Start-ups, Business Strategy, Strategic Partnerships
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Management of Organizations
University of Pennsylvania - The Wharton School 1990 — 1993
BS & BA, Finance and Multinational Management, Japanese
Riccardo Lavrano's Morgan Stanley Experience June 2010 - September 2010
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
McKinsey & Company September 2015 - Present
Protostar Partners February 2015 - April 2015
McKinsey & Company April 2011 - October 2013
Morgan Stanley June 2010 - September 2010
Skills
Corporate Finance, Financial Modeling, Management Consulting, Business Strategy, Business Analysis, Finance, Valuation, Strategy, Financial Analysis, Project Management
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (MBA)
Politecnico di Torino
MSc, Management, Economics and Industrial Engineering, 110 / 110 cum Laude
Politecnico di Milano 2008 — 2011
MSc, Management, Economics and Industrial Engineering, 110 / 110 cum Laude
2005 — 2008
BSc, Computer Science Engineering, 110 / 110 cum Laude
McKinsey & Company September 2015 - Present
Protostar Partners February 2015 - April 2015
McKinsey & Company April 2011 - October 2013
Morgan Stanley June 2010 - September 2010
Skills
Corporate Finance, Financial Modeling, Management Consulting, Business Strategy, Business Analysis, Finance, Valuation, Strategy, Financial Analysis, Project Management
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (MBA)
Politecnico di Torino
MSc, Management, Economics and Industrial Engineering, 110 / 110 cum Laude
Politecnico di Milano 2008 — 2011
MSc, Management, Economics and Industrial Engineering, 110 / 110 cum Laude
2005 — 2008
BSc, Computer Science Engineering, 110 / 110 cum Laude
Stan Trybulski Stan Trybulski's Morgan Stanley Experience 2000 - July 2005
Job Director at Sponsors for Educational Opportunity
Industry Financial Services
Experience
Sponsors for Educational Opportunity April 2015 - Present
Renewable Energy July 2013 - Present
WIRSOL Solar AG 2011 - January 2013
Diebold 2012 - 2013
Marakon 2011 - June 2012
Good Energies (Clean Energy Private Equity fund) 2006 - December 2010
Bank of America Securities 2005 - July 2006
Morgan Stanley 2000 - July 2005
Marakon 1994 - 1999
Skills
Private Equity, Renewable Energy, Investment Banking, Cleantech, Healthcare, Corporate Finance, Mergers, Business Strategy, Venture Capital, Management Consulting, Asset Management, Mergers & Acquisitions, Business Development, Corporate Development, Due Diligence, Emerging Markets, Energy, Executive Management, Financial Modeling, Financial Services, Management, Start-ups, Strategic Partnerships, Strategy, Valuation, Investments, Project Finance
Education
Princeton University 1990 — 1994
AB, Politics
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance and Strategy
Sponsors for Educational Opportunity April 2015 - Present
Renewable Energy July 2013 - Present
WIRSOL Solar AG 2011 - January 2013
Diebold 2012 - 2013
Marakon 2011 - June 2012
Good Energies (Clean Energy Private Equity fund) 2006 - December 2010
Bank of America Securities 2005 - July 2006
Morgan Stanley 2000 - July 2005
Marakon 1994 - 1999
Skills
Private Equity, Renewable Energy, Investment Banking, Cleantech, Healthcare, Corporate Finance, Mergers, Business Strategy, Venture Capital, Management Consulting, Asset Management, Mergers & Acquisitions, Business Development, Corporate Development, Due Diligence, Emerging Markets, Energy, Executive Management, Financial Modeling, Financial Services, Management, Start-ups, Strategic Partnerships, Strategy, Valuation, Investments, Project Finance
Education
Princeton University 1990 — 1994
AB, Politics
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance and Strategy
Will Kennedy Will Kennedy's Morgan Stanley Experience June 1999 - June 2001
Job
Industry Investment Banking
Experience
Venture Capital June 2011 - Present
Goldman Sachs January 2007 - June 2011
Goldman Sachs Asset Management March 2003 - December 2006
Citigroup August 2001 - March 2003
Morgan Stanley June 1999 - June 2001
Skills
Equity Research, Investments, Hedge Funds, Private Equity, Venture Capital, Due Diligence, Financial Modeling, Equities, Investment Banking, Series 7, Emerging Markets, Valuation, Start-ups, Capital Markets, Corporate Finance
Education
Columbia Business School
MBA
University of Wisconsin
BS, Business Administration
Venture Capital June 2011 - Present
Goldman Sachs January 2007 - June 2011
Goldman Sachs Asset Management March 2003 - December 2006
Citigroup August 2001 - March 2003
Morgan Stanley June 1999 - June 2001
Skills
Equity Research, Investments, Hedge Funds, Private Equity, Venture Capital, Due Diligence, Financial Modeling, Equities, Investment Banking, Series 7, Emerging Markets, Valuation, Start-ups, Capital Markets, Corporate Finance
Education
Columbia Business School
MBA
University of Wisconsin
BS, Business Administration
Sara Menker Sara Menker's Morgan Stanley Experience 2004 - 2012
Job Founder and CEO at Gro Intelligence
Industry Internet
Experience
Gro Intelligence 2012 - Present
Morgan Stanley 2004 - 2012
Skills
Investment Banking, Hedge Funds, Emerging Markets, Private Equity, Venture Capital, Equities, Project Management, Business Development, Government, Economics, Energy, Capital Markets, Fixed Income, Commodity, Financial Modeling, Trading, Alternative Investments, Mergers & Acquisitions, Derivatives, Corporate Finance
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
London School of Economics and Political Science
Mount Holyoke College
Bachelor of Arts (B.A.)
Gro Intelligence 2012 - Present
Morgan Stanley 2004 - 2012
Skills
Investment Banking, Hedge Funds, Emerging Markets, Private Equity, Venture Capital, Equities, Project Management, Business Development, Government, Economics, Energy, Capital Markets, Fixed Income, Commodity, Financial Modeling, Trading, Alternative Investments, Mergers & Acquisitions, Derivatives, Corporate Finance
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
London School of Economics and Political Science
Mount Holyoke College
Bachelor of Arts (B.A.)
Lauren Russo Lauren Russo's Morgan Stanley Experience July 2011 - Present
Job Vice President in FXEM Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2011 - Present
Morgan Stanley July 2009 - July 2011
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Wharton School, University of Pennsylvania 2005 — 2009
BS, Finance
Morgan Stanley July 2011 - Present
Morgan Stanley July 2009 - July 2011
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Wharton School, University of Pennsylvania 2005 — 2009
BS, Finance
Melissa Scauri Melissa Scauri's Morgan Stanley Experience April 2000 - December 2006
Job SVP, Client Engagement at Carpenter Group
Industry Marketing and Advertising
Experience
Carpenter Group January 2012 - Present
ADP November 2009 - December 2011
Merrill Lynch January 2007 - September 2008
Morgan Stanley April 2000 - December 2006
PaineWebber June 1997 - April 2000
Skills
Advertising, Digital Marketing, Marketing Communications, Marketing, Marketing Strategy, Online Advertising, Brand Management, Creative Direction, Newsletters, Strategic Planning, Direct Marketing, Strategy, Integrated Marketing, Brand Development, Digital Strategy, Email Marketing
Education
Leadership New Jersey 2008 — 2009
Columbia University - Columbia Business School 2004 — 2006
MBA, Marketing
Wellesley College 1993 — 1997
B.A., Anthropology
Carpenter Group January 2012 - Present
ADP November 2009 - December 2011
Merrill Lynch January 2007 - September 2008
Morgan Stanley April 2000 - December 2006
PaineWebber June 1997 - April 2000
Skills
Advertising, Digital Marketing, Marketing Communications, Marketing, Marketing Strategy, Online Advertising, Brand Management, Creative Direction, Newsletters, Strategic Planning, Direct Marketing, Strategy, Integrated Marketing, Brand Development, Digital Strategy, Email Marketing
Education
Leadership New Jersey 2008 — 2009
Columbia University - Columbia Business School 2004 — 2006
MBA, Marketing
Wellesley College 1993 — 1997
B.A., Anthropology
Paul Tucker's Morgan Stanley Experience August 2015 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
Office of Naval Intelligence May 2009 - October 2012
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
US Naval Academy 2005 — 2009
BS, Economics
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
Office of Naval Intelligence May 2009 - October 2012
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
US Naval Academy 2005 — 2009
BS, Economics
Ryan Holgan, CFA's Morgan Stanley Experience July 2009 - February 2010
Job Associate Asset Management at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
JPMorgan Chase June 2012 - Present
JP Morgan Chase May 2010 - June 2012
Morgan Stanley July 2009 - February 2010
Sandler O'Neill June 2008 - August 2008
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Loyola College in Maryland 2005 — 2009
B.B.A., Finance
Monash University 2008 — 2008
B.B.A., General Studies
JPMorgan Chase February 2014 - Present
JPMorgan Chase June 2012 - Present
JP Morgan Chase May 2010 - June 2012
Morgan Stanley July 2009 - February 2010
Sandler O'Neill June 2008 - August 2008
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Loyola College in Maryland 2005 — 2009
B.B.A., Finance
Monash University 2008 — 2008
B.B.A., General Studies
Neal Austria Neal Austria's Morgan Stanley Experience December 2002 - December 2003
Job Equity Research Analyst at ClearBridge Investments, Legg Mason
Industry Investment Management
Experience
ClearBridge Investments June 2009 - Present
UBS Global Asset Management January 2008 - April 2008
Merrill Lynch September 2004 - July 2007
Rosetta Research January 2004 - August 2004
Morgan Stanley December 2002 - December 2003
Skills
Series 7, Equity Research, Equities, Investments, Asset Managment
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Finance, General
New York University - Leonard N. Stern School of Business 1998 — 2002
Bachelor of Science (BS), Finance
Pequannock Township High School 1994 — 1998
ClearBridge Investments June 2009 - Present
UBS Global Asset Management January 2008 - April 2008
Merrill Lynch September 2004 - July 2007
Rosetta Research January 2004 - August 2004
Morgan Stanley December 2002 - December 2003
Skills
Series 7, Equity Research, Equities, Investments, Asset Managment
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Finance, General
New York University - Leonard N. Stern School of Business 1998 — 2002
Bachelor of Science (BS), Finance
Pequannock Township High School 1994 — 1998
Alison Campbell's Morgan Stanley Experience 2002 - 2002
Job Relationship Management | Team Leadership | Problem Solving | Research | Analysis | Writing | New Product Development
Industry Marketing and Advertising
Experience
Beachbody August 2009 - February 2012
Intuit May 2008 - January 2009
Guthy-Renker February 2006 - February 2008
UCLA Anderson School of Management February 2007 - April 2007
Mattel 2003 - 2005
Morgan Stanley 2002 - 2002
Human Resources International May 2000 - May 2001
Westfield Corporation 1998 - 2000
City of Los Angeles January 1997 - May 1998
Museum of Contemporary Art 1995 - 1996
Skills
Product Development, Product Management, Cross-functional Team..., Product Marketing, Marketing Strategy, Business Strategy, Direct Marketing, Marketing Management, Research, Planning, Project Planning, Brand Architecture, Brand Management, Customer Service, Strategic Planning, Team Building, Strategy, Competitive Analysis, Marketing, Entrepreneurship, Brand Development, Leadership, Management, Program Management, Social Media Marketing
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA
Instituto di Empresa 2002 — 2002
MBA, International Business
University of Pennsylvania 1991 — 1995
BA, Urban Studies
Columbia University - Graduate School of Architecture, Planning and Preservation 1992 — 1992
Urban Planning
Brentwood School 1985 — 1991
High School
Liceo Scientifico G.B. Benedetti 1989 — 1990
USM
Beachbody August 2009 - February 2012
Intuit May 2008 - January 2009
Guthy-Renker February 2006 - February 2008
UCLA Anderson School of Management February 2007 - April 2007
Mattel 2003 - 2005
Morgan Stanley 2002 - 2002
Human Resources International May 2000 - May 2001
Westfield Corporation 1998 - 2000
City of Los Angeles January 1997 - May 1998
Museum of Contemporary Art 1995 - 1996
Skills
Product Development, Product Management, Cross-functional Team..., Product Marketing, Marketing Strategy, Business Strategy, Direct Marketing, Marketing Management, Research, Planning, Project Planning, Brand Architecture, Brand Management, Customer Service, Strategic Planning, Team Building, Strategy, Competitive Analysis, Marketing, Entrepreneurship, Brand Development, Leadership, Management, Program Management, Social Media Marketing
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA
Instituto di Empresa 2002 — 2002
MBA, International Business
University of Pennsylvania 1991 — 1995
BA, Urban Studies
Columbia University - Graduate School of Architecture, Planning and Preservation 1992 — 1992
Urban Planning
Brentwood School 1985 — 1991
High School
Liceo Scientifico G.B. Benedetti 1989 — 1990
USM
Miguel Duenas's Morgan Stanley Experience 1999 - 2001
Job President and Chief Investment Officer at Dimension Capital
Industry Investment Management
Experience
Dimension Capital Management 2009 - Present
GD Capital Partners 2005 - 2009
Rhone Group 2001 - 2003
Morgan Stanley 1999 - 2001
Education
Columbia Business School 2003 — 2005
Master of Business Administration (MBA), Value Investing Program
Georgetown University - The McDonough School of Business 1995 — 1999
Bachelor of Arts (B.A.), Finance
Dimension Capital Management 2009 - Present
GD Capital Partners 2005 - 2009
Rhone Group 2001 - 2003
Morgan Stanley 1999 - 2001
Education
Columbia Business School 2003 — 2005
Master of Business Administration (MBA), Value Investing Program
Georgetown University - The McDonough School of Business 1995 — 1999
Bachelor of Arts (B.A.), Finance
Rob Gallivan Rob Gallivan's Morgan Stanley Experience March 2000 - June 2009
Job Senior Managing Director at Macquarie Capital, USA
Industry Financial Services
Experience
Macquarie Group July 2009 - Present
Morgan Stanley March 2000 - June 2009
TD Bank Group August 1990 - March 2000
Skills
Hedge Funds, Financial Modeling, Private Equity, Corporate Finance, Capital Markets, Equities, Investment Banking, Portfolio Management, LBO, Trading, Investments, Financial Analysis, Valuation, Securities, High Yield, Asset Management, Leveraged Finance, Bloomberg, Bonds, Fixed Income, Venture Capital, Corporate Development, Alternative Investments, Due Diligence, Mergers & Acquisitions, Equity Derivatives, Financial Markets, Financial Structuring, Private Placements, IPO, Structured Finance, Business Valuation, Special Situations, Equity Research, Structured Products, Emerging Markets
Education
Columbia Business School 1988 — 1990
MBA, Economics, Finance
Macquarie Group July 2009 - Present
Morgan Stanley March 2000 - June 2009
TD Bank Group August 1990 - March 2000
Skills
Hedge Funds, Financial Modeling, Private Equity, Corporate Finance, Capital Markets, Equities, Investment Banking, Portfolio Management, LBO, Trading, Investments, Financial Analysis, Valuation, Securities, High Yield, Asset Management, Leveraged Finance, Bloomberg, Bonds, Fixed Income, Venture Capital, Corporate Development, Alternative Investments, Due Diligence, Mergers & Acquisitions, Equity Derivatives, Financial Markets, Financial Structuring, Private Placements, IPO, Structured Finance, Business Valuation, Special Situations, Equity Research, Structured Products, Emerging Markets
Education
Columbia Business School 1988 — 1990
MBA, Economics, Finance
Mark Levitt Mark Levitt's Morgan Stanley Experience 1994 - 1995
Job COO in Private Equity Sector
Industry Banking
Experience
Global Infrastructure Partners January 2009 - Present
Credit Suisse 1995 - 2009
Morgan Stanley 1994 - 1995
Ernst & Young 1985 - 1992
Skills
Investment Banking, Management, Private Equity, Corporate Finance, Investments, Capital Markets
Education
Columbia University - Columbia Business School
MBA, Finance
Emory University - Goizueta Business School 1981 — 1985
BBA, Accounting, Mathematics
Global Infrastructure Partners January 2009 - Present
Credit Suisse 1995 - 2009
Morgan Stanley 1994 - 1995
Ernst & Young 1985 - 1992
Skills
Investment Banking, Management, Private Equity, Corporate Finance, Investments, Capital Markets
Education
Columbia University - Columbia Business School
MBA, Finance
Emory University - Goizueta Business School 1981 — 1985
BBA, Accounting, Mathematics
Soren Reynertson Soren Reynertson's Morgan Stanley Experience 2007 - 2008
Job Managing General Partner at GLC Advisors & Co
Industry Financial Services
Experience
GLC Advisors & Co., LLC June 2009 - Present
UBS Investment Bank 2008 - 2009
Morgan Stanley 2007 - 2008
UBS Investment Bank 1999 - 2007
AlixPartners 1995 - 1999
Price Waterhouse 1994 - 1995
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Emory University 1985 — 1989
BA, Economics
GLC Advisors & Co., LLC June 2009 - Present
UBS Investment Bank 2008 - 2009
Morgan Stanley 2007 - 2008
UBS Investment Bank 1999 - 2007
AlixPartners 1995 - 1999
Price Waterhouse 1994 - 1995
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Emory University 1985 — 1989
BA, Economics
Ling Liu Ling Liu's Morgan Stanley Experience 1998 - 2004
Job Managing Director at New China Capital Management
Industry Venture Capital & Private Equity
Experience
New China Capital Management 2004 - Present
Morgan Stanley 1998 - 2004
Deloitte 1994 - 1996
Accenture 1992 - 1994
Education
Columbia Business School 1996 — 1998
Master of Business Administration (MBA)
State University of New York at Albany 1988 — 1992
Bachelor's degree, Management Information Systems, General
Fudan Fuzhong
New China Capital Management 2004 - Present
Morgan Stanley 1998 - 2004
Deloitte 1994 - 1996
Accenture 1992 - 1994
Education
Columbia Business School 1996 — 1998
Master of Business Administration (MBA)
State University of New York at Albany 1988 — 1992
Bachelor's degree, Management Information Systems, General
Fudan Fuzhong
Raina Smyth's Morgan Stanley Experience May 2004 - June 2007
Job Consultant
Industry Investment Management
Experience
Consultant October 2014 - Present
Self-employed September 2012 - Present
Lyrical Partners, LP July 2007 - May 2012
Morgan Stanley May 2004 - June 2007
Needham & Company June 2002 - May 2004
Dunmore Management LLC October 2001 - May 2002
J.P. Morgan June 2001 - August 2001
Skills
Equity Research, Hedge Funds, Financial Modeling, Options, Trading, Investment Management, Commodity, Alternative Investments, Asset Management, Value Investing, ETFs, Economics, Due Diligence, Volatility, Research, Stock Picking, Macroeconomics, Global Macro, Asset Allocation, Currency, Security Analysis, Industry Analysis, Fundamental Research, Currencies, Commodities, Discretionary Macro, FX trading
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Value Investing
University of Washington 1991 — 1996
B.S., Psychology
Consultant October 2014 - Present
Self-employed September 2012 - Present
Lyrical Partners, LP July 2007 - May 2012
Morgan Stanley May 2004 - June 2007
Needham & Company June 2002 - May 2004
Dunmore Management LLC October 2001 - May 2002
J.P. Morgan June 2001 - August 2001
Skills
Equity Research, Hedge Funds, Financial Modeling, Options, Trading, Investment Management, Commodity, Alternative Investments, Asset Management, Value Investing, ETFs, Economics, Due Diligence, Volatility, Research, Stock Picking, Macroeconomics, Global Macro, Asset Allocation, Currency, Security Analysis, Industry Analysis, Fundamental Research, Currencies, Commodities, Discretionary Macro, FX trading
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Value Investing
University of Washington 1991 — 1996
B.S., Psychology
Paul M. Albert, Jr. Paul M. Albert, Jr.'s Morgan Stanley Experience June 1970 - August 1983
Job Chairman at Albert Investments
Industry Financial Services
Experience
Albert Investments January 2007 - Present
Self Employed/Independent Contractor December 1996 - December 2006
Prudential Securities September 1983 - November 1996
Morgan Stanley June 1970 - August 1983
United States Army February 1966 - December 1968
Citibank June 1964 - January 1966
Skills
Finance, Valuation, Training, Investments, Capital Markets, Mergers, Investment Banking, Financial Analysis, Equities, Mergers & Acquisitions, Securities, Financial Risk, Corporate Governance, Executive Management, Emerging Markets, Business Development, Strategy
Education
Columbia University - Columbia Business School 1969 — 1970
MBA, Finance
Artillery Officer Candidate School, Fort Sill, Oklahoma, Class #28-66 1966 — 1966
Commissioned 2nd Lt. U.S. Army 12/6/1966
Princeton University 1960 — 1964
AB, History, Minor Economics and French
The Peddie School 1958 — 1960
High School Diploma
Albert Investments January 2007 - Present
Self Employed/Independent Contractor December 1996 - December 2006
Prudential Securities September 1983 - November 1996
Morgan Stanley June 1970 - August 1983
United States Army February 1966 - December 1968
Citibank June 1964 - January 1966
Skills
Finance, Valuation, Training, Investments, Capital Markets, Mergers, Investment Banking, Financial Analysis, Equities, Mergers & Acquisitions, Securities, Financial Risk, Corporate Governance, Executive Management, Emerging Markets, Business Development, Strategy
Education
Columbia University - Columbia Business School 1969 — 1970
MBA, Finance
Artillery Officer Candidate School, Fort Sill, Oklahoma, Class #28-66 1966 — 1966
Commissioned 2nd Lt. U.S. Army 12/6/1966
Princeton University 1960 — 1964
AB, History, Minor Economics and French
The Peddie School 1958 — 1960
High School Diploma
Thom Harrow Thom Harrow's Morgan Stanley Experience 1983 - 1994
Job CEO of APP Properties, Inc
Industry Aviation & Aerospace
Experience
APP Properties, Inc. October 2008 - Present
Morgan Stanley 1983 - 1994
Skills
Management, Mergers & Acquisitions, Operations Management, Property, Finance, Real Estate, Strategic Planning
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Architecture
Columbia University - Columbia Business School 1974 — 1976
MBA, Finance and real estate
APP Properties, Inc. October 2008 - Present
Morgan Stanley 1983 - 1994
Skills
Management, Mergers & Acquisitions, Operations Management, Property, Finance, Real Estate, Strategic Planning
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Architecture
Columbia University - Columbia Business School 1974 — 1976
MBA, Finance and real estate
Roger D. Newkirk, Jr., CFA Roger D. Newkirk, Jr., CFA's Morgan Stanley Experience June 2005 - August 2005
Job
Industry Financial Services
Experience
CarVal Investors May 2015 - Present
UBS April 2013 - May 2015
Barclays Capital July 2006 - February 2013
Morgan Stanley June 2005 - August 2005
TimesSquare Capital Management October 2002 - August 2004
Self-Empoyed April 2000 - May 2002
Sanford C. Bernstein March 1998 - April 2000
Skills
Trading, Emerging Markets, Investment Banking, Fixed Income, Credit, Equities, Derivatives, Bloomberg, Investments, Portfolio Management, Asset Management, Latin America, Financial Analysis, Loans, Alternative Investments, Bonds, CDS, Hedging, Securities, Asset Allocation
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
University of Cincinnati College of Business 1993 — 1997
BBA
CarVal Investors May 2015 - Present
UBS April 2013 - May 2015
Barclays Capital July 2006 - February 2013
Morgan Stanley June 2005 - August 2005
TimesSquare Capital Management October 2002 - August 2004
Self-Empoyed April 2000 - May 2002
Sanford C. Bernstein March 1998 - April 2000
Skills
Trading, Emerging Markets, Investment Banking, Fixed Income, Credit, Equities, Derivatives, Bloomberg, Investments, Portfolio Management, Asset Management, Latin America, Financial Analysis, Loans, Alternative Investments, Bonds, CDS, Hedging, Securities, Asset Allocation
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
University of Cincinnati College of Business 1993 — 1997
BBA
Shaun Magee Shaun Magee's Morgan Stanley Experience January 2014 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley January 2012 - Present
Morgan Stanley January 2008 - January 2012
Morgan Stanley 2005 - 2008
LION PROMOTIONS, LLC August 2003 - August 2005
www.LionConnection.com January 2003 - August 2005
Skills
Finance, Swaps, Credit Risk, Securities, Asset Managment, Capital Markets, Counterparty Risk, Fixed Income, Financial Institutions, Warehouse Lending, Mortgage Underwriting, Mortgage Servicing, Community Banks, Risk Management, Mortgage Lending, Consumer Lending, Student Loans, ISDA, Private Equity, Financial Risk
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Finance, General
Penn State University 2001 — 2005
Finance, Finance, Economics
Morgan Stanley January 2014 - Present
Morgan Stanley January 2012 - Present
Morgan Stanley January 2008 - January 2012
Morgan Stanley 2005 - 2008
LION PROMOTIONS, LLC August 2003 - August 2005
www.LionConnection.com January 2003 - August 2005
Skills
Finance, Swaps, Credit Risk, Securities, Asset Managment, Capital Markets, Counterparty Risk, Fixed Income, Financial Institutions, Warehouse Lending, Mortgage Underwriting, Mortgage Servicing, Community Banks, Risk Management, Mortgage Lending, Consumer Lending, Student Loans, ISDA, Private Equity, Financial Risk
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Finance, General
Penn State University 2001 — 2005
Finance, Finance, Economics
Myra Loewenstein Myra Loewenstein's Morgan Stanley Experience 1991 - 1994
Job Chief Financial Officer
Industry Nonprofit Organization Management
Experience
Legal Services of Hudson Valley July 2012 - Present
Steamboat Road Associates 2006 - July 2012
Pleiades Ventures, LLC 2000 - 2006
Thomson Learning 1999 - 2000
Reader's Digest 1996 - 1999
Morgan Stanley 1991 - 1994
Skills
Financial Modeling, Mergers, Due Diligence, Financial Analysis, Private Equity, Strategy, Budgets, Investments, Accounting, Start-ups, Contract Negotiation, Analysis, Finance, Non-profits, Recruiting, Fundraising, Strategic Planning, Managerial Finance, Financial Audits, Public Speaking, Financial Reporting, Grant Writing, Program Management, Research
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
University of North Carolina at Chapel Hill 1983 — 1987
BA, International Studies
Legal Services of Hudson Valley July 2012 - Present
Steamboat Road Associates 2006 - July 2012
Pleiades Ventures, LLC 2000 - 2006
Thomson Learning 1999 - 2000
Reader's Digest 1996 - 1999
Morgan Stanley 1991 - 1994
Skills
Financial Modeling, Mergers, Due Diligence, Financial Analysis, Private Equity, Strategy, Budgets, Investments, Accounting, Start-ups, Contract Negotiation, Analysis, Finance, Non-profits, Recruiting, Fundraising, Strategic Planning, Managerial Finance, Financial Audits, Public Speaking, Financial Reporting, Grant Writing, Program Management, Research
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
University of North Carolina at Chapel Hill 1983 — 1987
BA, International Studies
Robert Dickerson's Morgan Stanley Experience 2005 - 2007
Job
Industry Investment Management
Experience
Consumer Edge Research LLC 2009 - Present
AllianceBernstein 2007 - 2008
Morgan Stanley 2005 - 2007
Ramius Capital Group May 2004 - October 2004
Lojas Americanas S.A. 2001 - 2003
Banc of America Securities LLC 1999 - 2001
Skills
Equities, Investments, Financial Analysis, Equity Research Analysis, Equity Valuation, Investment Management, Asset Management, Hedge Funds, Private Equity, Food & Beverage, Consumer Goods, Online Retail, Multi-channel Retail, Equity Research, Finance, Business Strategy
Education
Columbia University - Columbia Business School 2003 — 2005
Master of Business Administration (M.B.A.), Finance and Accounting, Value Investing
University of Virginia 1994 — 1998
Bachelor of Arts (B.A.), Economics
Collegiate School 1991 — 1994
Consumer Edge Research LLC 2009 - Present
AllianceBernstein 2007 - 2008
Morgan Stanley 2005 - 2007
Ramius Capital Group May 2004 - October 2004
Lojas Americanas S.A. 2001 - 2003
Banc of America Securities LLC 1999 - 2001
Skills
Equities, Investments, Financial Analysis, Equity Research Analysis, Equity Valuation, Investment Management, Asset Management, Hedge Funds, Private Equity, Food & Beverage, Consumer Goods, Online Retail, Multi-channel Retail, Equity Research, Finance, Business Strategy
Education
Columbia University - Columbia Business School 2003 — 2005
Master of Business Administration (M.B.A.), Finance and Accounting, Value Investing
University of Virginia 1994 — 1998
Bachelor of Arts (B.A.), Economics
Collegiate School 1991 — 1994
Susan Lasota's Morgan Stanley Experience 1990 - January 1997
Job CIO and SVP Operations GE Asset Management
Industry Financial Services
Experience
GE Asset Management June 2014 - Present
GE Capital April 2011 - June 2014
GE October 2008 - April 2011
GE May 2004 - 2008
Deutsche Financial Services December 1997 - May 2005
Price Waterhouse February 1997 - November 1997
Morgan Stanley 1990 - January 1997
Coopers and Lybrand September 1988 - April 1990
Skills
Pricing, CRM, Six Sigma, Cross-functional Team..., Strategic Planning, Process Improvement, Vendor Management, Business Process..., Due Diligence, Portfolio Management, Credit, Project Management, Product Development, IT Strategy, Ecommerce, Social media, E-commerce, Finance, Leadership
Education
Columbia University - Columbia Business School 2002 — 2003
MBA
Providence College 1984 — 1988
BA
GE Asset Management June 2014 - Present
GE Capital April 2011 - June 2014
GE October 2008 - April 2011
GE May 2004 - 2008
Deutsche Financial Services December 1997 - May 2005
Price Waterhouse February 1997 - November 1997
Morgan Stanley 1990 - January 1997
Coopers and Lybrand September 1988 - April 1990
Skills
Pricing, CRM, Six Sigma, Cross-functional Team..., Strategic Planning, Process Improvement, Vendor Management, Business Process..., Due Diligence, Portfolio Management, Credit, Project Management, Product Development, IT Strategy, Ecommerce, Social media, E-commerce, Finance, Leadership
Education
Columbia University - Columbia Business School 2002 — 2003
MBA
Providence College 1984 — 1988
BA
Maura Rose's Morgan Stanley Experience April 2014 - Present
Job
Industry Banking
Experience
Morgan Stanley April 2014 - Present
Skills
Leadership, Credit, Mobile Devices, Customer Acquisition, Banking, Management, Financial Services, Strategy, Analytics, CRM
Education
Columbia University - Columbia Business School 1988 — 1990
MBA
Bronx Science
New York University
BS
Morgan Stanley April 2014 - Present
Skills
Leadership, Credit, Mobile Devices, Customer Acquisition, Banking, Management, Financial Services, Strategy, Analytics, CRM
Education
Columbia University - Columbia Business School 1988 — 1990
MBA
Bronx Science
New York University
BS
Samar Parikh's Morgan Stanley Experience August 2010 - September 2012
Job Manager, Vendor Management at Amazon
Industry Military
Rafique DeCastro's Morgan Stanley Experience 2015 - Present
Job Global Alternative Investments at Morgan Stanley
Industry Venture Capital & Private Equity
Experience
Morgan Stanley 2015 - Present
Office of NYC Comptroller 2011 - 2015
Credit Suisse 2007 - 2011
J.P. Morgan January 2000 - January 2003
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Morehouse College
Bachelor of Business Administration (B.B.A.)
Morgan Stanley 2015 - Present
Office of NYC Comptroller 2011 - 2015
Credit Suisse 2007 - 2011
J.P. Morgan January 2000 - January 2003
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Morehouse College
Bachelor of Business Administration (B.B.A.)
Yiyang (Jenny) Wang's Morgan Stanley Experience March 2007 - July 2008
Job Director / Financial Products at Intellectual Ventures
Industry Venture Capital & Private Equity
Experience
Intellectual Ventures March 2014 - Present
Intellectual Ventures January 2013 - March 2014
Intellectual Ventures May 2009 - December 2012
Banc of America Securities July 2008 - April 2009
Morgan Stanley March 2007 - July 2008
IBM 2005 - 2007
IBM 2002 - 2005
Skills
Program Management, Research Project..., Software Project..., Valuation, Equity Valuation, Intellectual Property..., Financial Analysis, Financial Modeling, Process Control, Process Engineering, Business Process
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
Rice University
B.S, Chemical Engineering and Economics
University of Wisconsin-Madison
Ph.D., Chemical Engineering
Intellectual Ventures March 2014 - Present
Intellectual Ventures January 2013 - March 2014
Intellectual Ventures May 2009 - December 2012
Banc of America Securities July 2008 - April 2009
Morgan Stanley March 2007 - July 2008
IBM 2005 - 2007
IBM 2002 - 2005
Skills
Program Management, Research Project..., Software Project..., Valuation, Equity Valuation, Intellectual Property..., Financial Analysis, Financial Modeling, Process Control, Process Engineering, Business Process
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
Rice University
B.S, Chemical Engineering and Economics
University of Wisconsin-Madison
Ph.D., Chemical Engineering
Nnena P. Nkongho's Morgan Stanley Experience 1997 - 2000
Job Emerging Markets Investment Professional (M&A, Strategy/Business Development, Advisor)
Industry Telecommunications
Experience
Arete Capital Partners LLC April 2015 - Present
SOLO Phone November 2013 - Present
Lache Management Services/NPN Consulting LLC 2009 - Present
Etisalat Nigeria 2009 - 2010
Nubuke Investments June 2008 - August 2009
Merrill Lynch 2000 - 2004
Morgan Stanley 1997 - 2000
Skills
Investments, Marketing Strategy, Strategy, Equities, Emerging Markets, New Business Development, Mergers & Acquisitions, Mergers
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
Princeton University
B.A.
Groton School
Arete Capital Partners LLC April 2015 - Present
SOLO Phone November 2013 - Present
Lache Management Services/NPN Consulting LLC 2009 - Present
Etisalat Nigeria 2009 - 2010
Nubuke Investments June 2008 - August 2009
Merrill Lynch 2000 - 2004
Morgan Stanley 1997 - 2000
Skills
Investments, Marketing Strategy, Strategy, Equities, Emerging Markets, New Business Development, Mergers & Acquisitions, Mergers
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
Princeton University
B.A.
Groton School
Mason Tilden, CFA's Morgan Stanley Experience 1997 - 1998
Job Managing Member at Tilden Capital Management, LLC
Industry Investment Management
Experience
Tilden Capital Management, LLC August 2010 - Present
Deutsche Bank July 2000 - March 2010
The Edgar Lomax Company 1998 - 2000
Morgan Stanley 1997 - 1998
Skills
Financial Advisory, Investment Advisory, Asset Management, Investments, Equities, Structured Finance, Trading, Fixed Income, Investment Management, Asset Managment, Hedge Funds, Capital Markets, Strategic Financial..., Alternative Investments, Investment Banking, Financial Services, Securities, Valuation, Bonds, Retirement, Portfolio Management, Middle Office, Bloomberg, ABS, Funding
Education
Columbia University - Columbia Business School 2008 — 2009
MBA, Finance, General
University of Maryland - Robert H. Smith School of Business 1994 — 1997
BS, International Business
Culver Military Academy 1989 — 1993
High School Diploma
Tilden Capital Management, LLC August 2010 - Present
Deutsche Bank July 2000 - March 2010
The Edgar Lomax Company 1998 - 2000
Morgan Stanley 1997 - 1998
Skills
Financial Advisory, Investment Advisory, Asset Management, Investments, Equities, Structured Finance, Trading, Fixed Income, Investment Management, Asset Managment, Hedge Funds, Capital Markets, Strategic Financial..., Alternative Investments, Investment Banking, Financial Services, Securities, Valuation, Bonds, Retirement, Portfolio Management, Middle Office, Bloomberg, ABS, Funding
Education
Columbia University - Columbia Business School 2008 — 2009
MBA, Finance, General
University of Maryland - Robert H. Smith School of Business 1994 — 1997
BS, International Business
Culver Military Academy 1989 — 1993
High School Diploma
Navdeep Kalsi, CFA's Morgan Stanley Experience February 2007 - May 2008
Job Consumer Products Investment Banker at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets February 2011 - Present
Morgan Stanley February 2007 - May 2008
Bank of America July 2002 - February 2007
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Structuring, Finance, Competitive Analysis, Capital Markets, Equities
Education
Columbia University - Columbia Business School
MBA, Finance
Lafayette College
BS, Chemical Engineering
BMO Capital Markets February 2011 - Present
Morgan Stanley February 2007 - May 2008
Bank of America July 2002 - February 2007
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Structuring, Finance, Competitive Analysis, Capital Markets, Equities
Education
Columbia University - Columbia Business School
MBA, Finance
Lafayette College
BS, Chemical Engineering
Rukun Duggal's Morgan Stanley Experience 2007 - 2009
Job Event Driven / Special Situations
Industry Banking
Experience
Citi June 2011 - Present
Jefferies & Company June 2010 - June 2011
Morgan Stanley 2007 - 2009
Skills
Equities, Hedge Funds, Special Situations, Event Driven
Education
Columbia University - Columbia Business School 2003 — 2005
TASOK
Citi June 2011 - Present
Jefferies & Company June 2010 - June 2011
Morgan Stanley 2007 - 2009
Skills
Equities, Hedge Funds, Special Situations, Event Driven
Education
Columbia University - Columbia Business School 2003 — 2005
TASOK
Sean Gregory's Morgan Stanley Experience June 1998 - August 2001
Job Senior Writer at Time Magazine
Industry Writing and Editing
Experience
Time Magazine June 2002 - Present
Morgan Stanley June 1998 - August 2001
Skills
Journalism, Editorial, News Writing, Web Content, Storytelling, Copywriting, Online Journalism, Editing, Ap Style, Fact-checking, Magazines, Copy Editing, Feature Articles, Blogging, Publishing, Publications
Education
Columbia University - Graduate School of Journalism 2001 — 2002
MS
Princeton University 1994 — 1998
Fordham Preparatory School 1990 — 1994
Time Magazine June 2002 - Present
Morgan Stanley June 1998 - August 2001
Skills
Journalism, Editorial, News Writing, Web Content, Storytelling, Copywriting, Online Journalism, Editing, Ap Style, Fact-checking, Magazines, Copy Editing, Feature Articles, Blogging, Publishing, Publications
Education
Columbia University - Graduate School of Journalism 2001 — 2002
MS
Princeton University 1994 — 1998
Fordham Preparatory School 1990 — 1994
Reena Person's Morgan Stanley Experience July 2000 - July 2002
Job VP Merchandising Leather Goods and Accessories at Marc Jacobs
Industry Apparel & Fashion
Experience
Marc Jacobs February 2015 - Present
Marc Jacobs September 2013 - Present
Levi Strauss & Co. June 2011 - December 2012
Charlotte Russe June 2010 - May 2011
American Eagle Outfitters (Martin + Osa) May 2006 - April 2010
Chanel August 2005 - May 2006
Ralph Lauren September 2002 - August 2004
Morgan Stanley July 2000 - July 2002
Skills
Apparel, Merchandising, Retail, Footwear, Denim, Wovens, Fashion, Trend Analysis, Project Planning, Trend, Visual Merchandising, Merchandise Planning
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, General Management
Duke University 1996 — 2000
BA, Cum Laude, French and Economics
London School of Economics and Political Science 1999 — 1999
Summer School, International Business
Marc Jacobs February 2015 - Present
Marc Jacobs September 2013 - Present
Levi Strauss & Co. June 2011 - December 2012
Charlotte Russe June 2010 - May 2011
American Eagle Outfitters (Martin + Osa) May 2006 - April 2010
Chanel August 2005 - May 2006
Ralph Lauren September 2002 - August 2004
Morgan Stanley July 2000 - July 2002
Skills
Apparel, Merchandising, Retail, Footwear, Denim, Wovens, Fashion, Trend Analysis, Project Planning, Trend, Visual Merchandising, Merchandise Planning
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, General Management
Duke University 1996 — 2000
BA, Cum Laude, French and Economics
London School of Economics and Political Science 1999 — 1999
Summer School, International Business
Yang, Nan's Morgan Stanley Experience September 2006 - Present
Job Morgan Stanley Finance & Control Manager/Assistant Vice President
Industry Investment Banking
Experience
Morgan Stanley September 2006 - Present
Rabo Bank March 2006 - September 2007
Wachovia August 2002 - March 2006
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Business Administration
Morgan Stanley September 2006 - Present
Rabo Bank March 2006 - September 2007
Wachovia August 2002 - March 2006
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Business Administration
Neil Carragher's Morgan Stanley Experience August 1993 - January 2006
Job Vice Chairman, Global Financial Institutions Group at UBS
Industry Investment Banking
Experience
UBS October 2014 - Present
Credit Suisse March 2006 - October 2014
Morgan Stanley August 1993 - January 2006
Booz Allen & Hamilton 1988 - 1991
Skills
Financial Institutions, Private Equity, Mergers & Acquisitions, Financial Markets, Alternative Investments, Investment Banking, Risk Management, Management, LBO, Finance, Asset Management, Capital Markets, Fixed Income, Valuation, Trading, Derivatives, Financial Modeling, Options, Securities, Financial Services, Equities, Structured Finance, Emerging Markets, Insurance, Investments, Mergers, Due Diligence, Corporate Finance, Venture Capital, Hedge Funds, Portfolio Management, Financial Structuring, Bloomberg, Corporate Development, M&A experience, Financial Analysis
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Beta Gamma Sigma, Knopf Fellowship Recipient
University of Pennsylvania 1984 — 1988
Bachelor’s Degree, Political Science, Magna Cum Laude
University of Pennsylvania - The Wharton School 1984 — 1988
BSc, Economics, Magna Cum Laude
Upper Canada College 1975 — 1984
UBS October 2014 - Present
Credit Suisse March 2006 - October 2014
Morgan Stanley August 1993 - January 2006
Booz Allen & Hamilton 1988 - 1991
Skills
Financial Institutions, Private Equity, Mergers & Acquisitions, Financial Markets, Alternative Investments, Investment Banking, Risk Management, Management, LBO, Finance, Asset Management, Capital Markets, Fixed Income, Valuation, Trading, Derivatives, Financial Modeling, Options, Securities, Financial Services, Equities, Structured Finance, Emerging Markets, Insurance, Investments, Mergers, Due Diligence, Corporate Finance, Venture Capital, Hedge Funds, Portfolio Management, Financial Structuring, Bloomberg, Corporate Development, M&A experience, Financial Analysis
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Beta Gamma Sigma, Knopf Fellowship Recipient
University of Pennsylvania 1984 — 1988
Bachelor’s Degree, Political Science, Magna Cum Laude
University of Pennsylvania - The Wharton School 1984 — 1988
BSc, Economics, Magna Cum Laude
Upper Canada College 1975 — 1984
Nina Scheller's Morgan Stanley Experience July 2010 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2010 - Present
Morgan Stanley May 2008 - June 2010
Merrill Lynch 2006 - 2008
Bank of America Merrill Lynch 2006 - 2008
Skills
Equity Research, Equities, Investment Strategies, Industry Analysis, Competitive Analysis, Research, Strategic Planning
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
University of Pennsylvania
Bachelor of Science (B.S.)
Morgan Stanley July 2010 - Present
Morgan Stanley May 2008 - June 2010
Merrill Lynch 2006 - 2008
Bank of America Merrill Lynch 2006 - 2008
Skills
Equity Research, Equities, Investment Strategies, Industry Analysis, Competitive Analysis, Research, Strategic Planning
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
University of Pennsylvania
Bachelor of Science (B.S.)
Stan Kovler's Morgan Stanley Experience July 2011 - August 2013
Job Sr. Equity Research Analyst at Citi Research
Industry Financial Services
Experience
Citi September 2015 - Present
Citi August 2013 - August 2015
Morgan Stanley July 2011 - August 2013
Susquehanna International Group March 2009 - July 2011
BANK OF AMERICA MERRILL LYNCH April 2005 - February 2009
Merrill Lynch December 2003 - April 2005
CLEARBRIDGE ADVISORS (fmr. SMITH BARNEY ASSET MGMT) December 1999 - November 2003
Skills
Valuation, Equities, Equity Research, Investments, Financial Analysis, Options, DCF, Trading, Mutual Funds, Analysis, Bloomberg, Financial Modeling, Capital Markets, Financial Services, Fixed Income, Investment Banking, Derivatives, Emerging Markets
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Executive Program
BARUCH COLLEGE, ZICKLIN SCHOOL OF BUSINESS 1999 — 2003
BBA, Finance and Investments, 2003
Citi September 2015 - Present
Citi August 2013 - August 2015
Morgan Stanley July 2011 - August 2013
Susquehanna International Group March 2009 - July 2011
BANK OF AMERICA MERRILL LYNCH April 2005 - February 2009
Merrill Lynch December 2003 - April 2005
CLEARBRIDGE ADVISORS (fmr. SMITH BARNEY ASSET MGMT) December 1999 - November 2003
Skills
Valuation, Equities, Equity Research, Investments, Financial Analysis, Options, DCF, Trading, Mutual Funds, Analysis, Bloomberg, Financial Modeling, Capital Markets, Financial Services, Fixed Income, Investment Banking, Derivatives, Emerging Markets
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Executive Program
BARUCH COLLEGE, ZICKLIN SCHOOL OF BUSINESS 1999 — 2003
BBA, Finance and Investments, 2003
Terri Fortuna's Morgan Stanley Experience April 1998 - February 2007
Job Chief Operating Officer, Cash Equities at Evercore Partners
Industry Financial Services
Experience
Evercore Partners January 2010 - Present
Barclays Capital September 2008 - January 2010
Lehman Brothers March 2007 - September 2008
Morgan Stanley April 1998 - February 2007
Porzio, Bromberg & Newman, PC September 1990 - April 1998
Skills
Capital Markets, Strategy, Investment Banking, Executive Management, Equities, Leadership, Business Strategy
Education
Columbia University - Columbia Business School 1993 — 1994
MBA
Penn State University 1979 — 1983
BS, Finance
Evercore Partners January 2010 - Present
Barclays Capital September 2008 - January 2010
Lehman Brothers March 2007 - September 2008
Morgan Stanley April 1998 - February 2007
Porzio, Bromberg & Newman, PC September 1990 - April 1998
Skills
Capital Markets, Strategy, Investment Banking, Executive Management, Equities, Leadership, Business Strategy
Education
Columbia University - Columbia Business School 1993 — 1994
MBA
Penn State University 1979 — 1983
BS, Finance
Richard Condon's Morgan Stanley Experience June 2001 - Present
Job Morgan Stanley: Executive Director, Fixed Income Division
Industry Banking
Experience
Morgan Stanley June 2001 - Present
Skills
Series 7, Series 63, Fixed Income, Hedge Funds, FX Options, Foreign Exchange, Currency, FX trading, Emerging Markets, Interest Rate..., Financial Markets, Financial Services, Rates, Trading Strategies, Interest Rate Swaps, Bloomberg, Derivatives, Equities, Global Macro, Electronic Trading, Prime Brokerage, Trading, Options, Alternative Investments, Trading Systems, Structured Products, Bonds, FX Trading
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Manhattan College 1997 — 2001
Bachelor of Science (BS), Finance, General
Suffern High School 1993 — 1997
Morgan Stanley June 2001 - Present
Skills
Series 7, Series 63, Fixed Income, Hedge Funds, FX Options, Foreign Exchange, Currency, FX trading, Emerging Markets, Interest Rate..., Financial Markets, Financial Services, Rates, Trading Strategies, Interest Rate Swaps, Bloomberg, Derivatives, Equities, Global Macro, Electronic Trading, Prime Brokerage, Trading, Options, Alternative Investments, Trading Systems, Structured Products, Bonds, FX Trading
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Manhattan College 1997 — 2001
Bachelor of Science (BS), Finance, General
Suffern High School 1993 — 1997
Rebecca Dorrian's Morgan Stanley Experience June 2000 - Present
Job Head of US Securitized Products Group Trading
Industry Financial Services
Experience
Morgan Stanley June 2000 - Present
Skills
Financial Modeling, Capital Markets, Fixed Income, Valuation, Investment Banking, Hedge Funds, Equities, Derivatives, Portfolio Management, Bloomberg, Private Equity, Investments, Corporate Finance, Financial Analysis, Securities, Series 7, Alternative Investments, Mergers & Acquisitions, Trading, Due Diligence
Education
Columbia University - Columbia Business School 2008 — 2009
M.B.A., Business
University of Virginia 1996 — 2000
B.S., Chemical Engineering
Morgan Stanley June 2000 - Present
Skills
Financial Modeling, Capital Markets, Fixed Income, Valuation, Investment Banking, Hedge Funds, Equities, Derivatives, Portfolio Management, Bloomberg, Private Equity, Investments, Corporate Finance, Financial Analysis, Securities, Series 7, Alternative Investments, Mergers & Acquisitions, Trading, Due Diligence
Education
Columbia University - Columbia Business School 2008 — 2009
M.B.A., Business
University of Virginia 1996 — 2000
B.S., Chemical Engineering
Nick Wood's Morgan Stanley Experience 2013 - 2015
Job Director, Strategy & Corporate Finance at SBE Entertainment Group
Industry Investment Banking
Experience
SBE Entertainment Group 2015 - Present
Morgan Stanley 2013 - 2015
Morgan Stanley June 2012 - August 2012
CAI Capital Management 2008 - 2011
BMO Capital Markets 2007 - 2008
BMO Capital Markets May 2006 - August 2006
Skills
Private Equity, Valuation, Investment Banking, Capital Markets, Equities
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
McGill University 2003 — 2007
Bachelor of Commerce (B.Com.)
SBE Entertainment Group 2015 - Present
Morgan Stanley 2013 - 2015
Morgan Stanley June 2012 - August 2012
CAI Capital Management 2008 - 2011
BMO Capital Markets 2007 - 2008
BMO Capital Markets May 2006 - August 2006
Skills
Private Equity, Valuation, Investment Banking, Capital Markets, Equities
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
McGill University 2003 — 2007
Bachelor of Commerce (B.Com.)
Loren Norton's Morgan Stanley Experience 2001 - 2002
Job Product Manager
Industry Financial Services
Experience
Xios Technologies 2013 - Present
Direxionfunds May 2006 - October 2010
Credit Suisse 2003 - 2005
Morgan Stanley 2001 - 2002
Fidelity Investments 1994 - 1999
Skills
Portfolio Management, Investments, Asset Management, Asset Allocation, Fixed Income Trading, Credit Trading, Market Making, Credit Derivatives, Credit Risk, Asset Managment, Quantitative Analytics, Fixed Income, High Yield, Bonds, CDS, MBS, Trading
Education
Columbia University in the City of New York 2011 — 2013
Master of Science (MS), OR (Engineering Methods in FInance)
Columbia Business School 1999 — 2001
MBA, Accounting and Finance
UMass Amherst 1991 — 1994
BBA, Accounting and Finance
Xaverian
Xios Technologies 2013 - Present
Direxionfunds May 2006 - October 2010
Credit Suisse 2003 - 2005
Morgan Stanley 2001 - 2002
Fidelity Investments 1994 - 1999
Skills
Portfolio Management, Investments, Asset Management, Asset Allocation, Fixed Income Trading, Credit Trading, Market Making, Credit Derivatives, Credit Risk, Asset Managment, Quantitative Analytics, Fixed Income, High Yield, Bonds, CDS, MBS, Trading
Education
Columbia University in the City of New York 2011 — 2013
Master of Science (MS), OR (Engineering Methods in FInance)
Columbia Business School 1999 — 2001
MBA, Accounting and Finance
UMass Amherst 1991 — 1994
BBA, Accounting and Finance
Xaverian
Terry Sullivan's Morgan Stanley Experience 2003 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2003 - Present
Education
Columbia University - Columbia Business School
Villanova University
BS, Finance
Morgan Stanley 2003 - Present
Education
Columbia University - Columbia Business School
Villanova University
BS, Finance
Marc Flamino's Morgan Stanley Experience April 1996 - January 2002
Job MD at H2 Capital Partners
Industry Financial Services
Experience
H2 Capital Partners Managing DirectorGoldman SachsFebruary 2002 - July 2007
Morgan Stanley April 1996 - January 2002
Education
Columbia University - Columbia Business School 1990 — 1993
MBA, Finance
Georgetown University - The McDonough School of Business 1985 — 1989
BSBA, Finance
H2 Capital Partners Managing DirectorGoldman SachsFebruary 2002 - July 2007
Morgan Stanley April 1996 - January 2002
Education
Columbia University - Columbia Business School 1990 — 1993
MBA, Finance
Georgetown University - The McDonough School of Business 1985 — 1989
BSBA, Finance
Tony LoFrumento's Morgan Stanley Experience 2001 - 2006
Job Enterprise Analytics/BI/Big Data Principal Consultant
Industry Marketing and Advertising
Experience
Independent Consulting June 2014 - Present
Accenture April 2012 - May 2014
Omnicom Media Group 2007 - April 2012
IBM Global Services 2006 - 2007
Morgan Stanley 2001 - 2006
Peoples Bank - Bridgeport, Ct. January 2001 - April 2001
Pipe9 Corporation (Internet Startup) June 2000 - December 2000
Citi February 1999 - June 2000
JPMorgan Chase 1985 - 1999
IBM 1980 - 1983
Skills
Business Intelligence, Analytics, Balanced Scorecard, Dashboards, Segmentation, Strategic Planning, Data Mining, Dashboard, Business Analytics, Management, Competitive Analysis, Strategy, Management Consulting, Data Management, Financial Services, Web Analytics, CRM, Business Analysis, Managerial Finance, Finance
Education
Columbia University - Columbia Business School
MBA, Finance
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
Independent Consulting June 2014 - Present
Accenture April 2012 - May 2014
Omnicom Media Group 2007 - April 2012
IBM Global Services 2006 - 2007
Morgan Stanley 2001 - 2006
Peoples Bank - Bridgeport, Ct. January 2001 - April 2001
Pipe9 Corporation (Internet Startup) June 2000 - December 2000
Citi February 1999 - June 2000
JPMorgan Chase 1985 - 1999
IBM 1980 - 1983
Skills
Business Intelligence, Analytics, Balanced Scorecard, Dashboards, Segmentation, Strategic Planning, Data Mining, Dashboard, Business Analytics, Management, Competitive Analysis, Strategy, Management Consulting, Data Management, Financial Services, Web Analytics, CRM, Business Analysis, Managerial Finance, Finance
Education
Columbia University - Columbia Business School
MBA, Finance
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
Mary Casey O'Dell, CFA's Morgan Stanley Experience April 2004 - July 2012
Job Executive Director at Lanham O'Dell & Company, Inc.
Industry Financial Services
Experience
Lanham O'Dell & Company, Inc. January 2013 - Present
Morgan Stanley April 2004 - July 2012
Goldman Sachs August 2001 - April 2004
Skills
Financial Analysis, Distressed Debt, E-commerce, Marketing Strategy, New Business Development, Investment Management..., Registered Investment..., Chartered Financial..., Operational Strategy, Marketing Communications, Hedge Funds
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
University of Virginia 1997 — 2001
BS, McIntire School of Commerce
Lanham O'Dell & Company, Inc. January 2013 - Present
Morgan Stanley April 2004 - July 2012
Goldman Sachs August 2001 - April 2004
Skills
Financial Analysis, Distressed Debt, E-commerce, Marketing Strategy, New Business Development, Investment Management..., Registered Investment..., Chartered Financial..., Operational Strategy, Marketing Communications, Hedge Funds
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
University of Virginia 1997 — 2001
BS, McIntire School of Commerce
Vince Walsh's Morgan Stanley Experience 1982 - 1985
Job Operations Strategy and Risk Management
Industry Financial Services
Experience
KPMG LLP March 1998 - Present
Pershing January 1994 - March 1998
Fidelity Investments January 1992 - January 1994
Instinet Corporation January 1985 - January 1992
Morgan Stanley 1982 - 1985
GE Capital June 1980 - January 1982
Skills
Capital Markets, Investment Banking, Asset Managment, Equities, Financial Services, Derivatives
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance & Accounting
University of Notre Dame - Mendoza College of Business 1969 — 1973
BBA, Marketing
KPMG LLP March 1998 - Present
Pershing January 1994 - March 1998
Fidelity Investments January 1992 - January 1994
Instinet Corporation January 1985 - January 1992
Morgan Stanley 1982 - 1985
GE Capital June 1980 - January 1982
Skills
Capital Markets, Investment Banking, Asset Managment, Equities, Financial Services, Derivatives
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance & Accounting
University of Notre Dame - Mendoza College of Business 1969 — 1973
BBA, Marketing
Nigel Dally's Morgan Stanley Experience June 1995 - Present
Job Managing Director at Morgan Stanley
Industry Research
Experience
Morgan Stanley June 1995 - Present
Booz Allen Hamilton 1993 - 1994
University of Western Australia 1992 - 1993
Skills
Research, Financial Analysis, Financial Modeling, Portfolio Management, Series 7, Hedge Funds, Equities
Education
Columbia Business School 1993 — 2005
Master of Business Administration (MBA), Finance, General
The University of Western Australia 1987 — 1990
Bachelor of Commerce (B.Com.), Honors
Morgan Stanley June 1995 - Present
Booz Allen Hamilton 1993 - 1994
University of Western Australia 1992 - 1993
Skills
Research, Financial Analysis, Financial Modeling, Portfolio Management, Series 7, Hedge Funds, Equities
Education
Columbia Business School 1993 — 2005
Master of Business Administration (MBA), Finance, General
The University of Western Australia 1987 — 1990
Bachelor of Commerce (B.Com.), Honors
Louisa Schneider's Morgan Stanley Experience July 2006 - April 2008
Job CAO/Head of IR at Alder Hill Management LP
Industry Investment Management
Experience
Alder Hill Management LP May 2015 - Present
Columbia Business School April 2010 - Present
Columbia Business School April 2008 - April 2010
Morgan Stanley July 2006 - April 2008
JPMorgan August 2002 - December 2004
Morgan Stanley July 2000 - March 2002
Morgan Stanley 2000 - 2002
Skills
Philanthropy, Private Equity, Financial Modeling, Value Investing, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Valuation, Capital Markets, Hedge Funds, Financial Analysis, Entrepreneurship, Portfolio Management, Strategic Planning, Leadership, Fundraising, Asset Managment, Asset Management, Venture Capital, Trading
Education
Columbia Business School 2004 — 2006
MBA, Finance and Entrepreneurship
Dartmouth College 1996 — 2000
BA, French, Political Science
Hotchkiss 1993 — 1995
Alder Hill Management LP May 2015 - Present
Columbia Business School April 2010 - Present
Columbia Business School April 2008 - April 2010
Morgan Stanley July 2006 - April 2008
JPMorgan August 2002 - December 2004
Morgan Stanley July 2000 - March 2002
Morgan Stanley 2000 - 2002
Skills
Philanthropy, Private Equity, Financial Modeling, Value Investing, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Valuation, Capital Markets, Hedge Funds, Financial Analysis, Entrepreneurship, Portfolio Management, Strategic Planning, Leadership, Fundraising, Asset Managment, Asset Management, Venture Capital, Trading
Education
Columbia Business School 2004 — 2006
MBA, Finance and Entrepreneurship
Dartmouth College 1996 — 2000
BA, French, Political Science
Hotchkiss 1993 — 1995
Mike Flanagan, CFA's Morgan Stanley Experience December 2007 - February 2008
Job Investment Associate at Prudential Mortgage Capital Company
Industry Financial Services
Experience
Prudential Mortgage Capital Company July 2013 - Present
Church Pension Group October 2008 - July 2011
Morgan Stanley December 2007 - February 2008
Morgan Stanley May 2007 - December 2007
Moody's Investors Service July 2005 - April 2007
Skills
Fixed Income, Hedge Funds, Financial Modeling
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Cornell University 2001 — 2005
BS, Applied Economics and Management
Prudential Mortgage Capital Company July 2013 - Present
Church Pension Group October 2008 - July 2011
Morgan Stanley December 2007 - February 2008
Morgan Stanley May 2007 - December 2007
Moody's Investors Service July 2005 - April 2007
Skills
Fixed Income, Hedge Funds, Financial Modeling
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Cornell University 2001 — 2005
BS, Applied Economics and Management
Sally Yanchus's Morgan Stanley Experience 1991 - 1994
Job Managing Director at Tradewinds Investments
Industry Investment Management
Experience
Tradewinds Investments 2006 - Present
Bessemer Trust August 2005 - May 2006
Galleon Group June 2001 - January 2002
Zurich Scudder Investments June 1997 - June 2001
Oppenheimer & Co. 1996 - 1998
Morgan Stanley 1991 - 1994
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Wellesley College 1984 — 1987
BA, Economics
Shady Side Academy 1980 — 1983
High School
Tradewinds Investments 2006 - Present
Bessemer Trust August 2005 - May 2006
Galleon Group June 2001 - January 2002
Zurich Scudder Investments June 1997 - June 2001
Oppenheimer & Co. 1996 - 1998
Morgan Stanley 1991 - 1994
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Wellesley College 1984 — 1987
BA, Economics
Shady Side Academy 1980 — 1983
High School
Martin Vergara II's Morgan Stanley Experience March 2014 - Present
Job Vice President, Director of Sales Strategy, Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Morgan Stanley Wealth Management August 2012 - March 2014
Morgan Stanley Wealth Management July 2011 - August 2012
Morgan Stanley Wealth Management February 2011 - August 2012
Morgan Stanley Wealth Management February 2008 - February 2011
Morgan Stanley Wealth Management April 2007 - February 2008
Ernst & Young January 2006 - April 2007
Skills
DCF, Financial Modeling, Valuation, Financial Analysis, Alternative Investments, Asset Management, Bloomberg, Business Development, Capital Markets, Equities, Fixed Income, Investments, Portfolio Management, Series 7
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
University of Notre Dame - Mendoza College of Business 2002 — 2005
BA, Finance
Morgan Stanley March 2014 - Present
Morgan Stanley Wealth Management August 2012 - March 2014
Morgan Stanley Wealth Management July 2011 - August 2012
Morgan Stanley Wealth Management February 2011 - August 2012
Morgan Stanley Wealth Management February 2008 - February 2011
Morgan Stanley Wealth Management April 2007 - February 2008
Ernst & Young January 2006 - April 2007
Skills
DCF, Financial Modeling, Valuation, Financial Analysis, Alternative Investments, Asset Management, Bloomberg, Business Development, Capital Markets, Equities, Fixed Income, Investments, Portfolio Management, Series 7
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
University of Notre Dame - Mendoza College of Business 2002 — 2005
BA, Finance
Saad Khan's Morgan Stanley Experience July 2005 - Present
Job Vice President Currencies & Interest Rates Trading at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2005 - Present
Morgan Stanley July 2005 - Present
Skills
Emerging Markets, Interest Rate..., Portfolio Management, Proprietary Trading, FX trading, Rates, Currency, FX Spot, Fixed Income, FX Swaps, Equities, Capital Markets, Financial Modeling, Bloomberg, Series 7, Derivatives, Asset Management, Investments, Financial Analysis, Global Macro, Interest Rate Swaps, CDS, Interest Rates
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (MBA)
Yale University 2001 — 2005
Bachelor's degree, Economics
Morgan Stanley July 2005 - Present
Morgan Stanley July 2005 - Present
Skills
Emerging Markets, Interest Rate..., Portfolio Management, Proprietary Trading, FX trading, Rates, Currency, FX Spot, Fixed Income, FX Swaps, Equities, Capital Markets, Financial Modeling, Bloomberg, Series 7, Derivatives, Asset Management, Investments, Financial Analysis, Global Macro, Interest Rate Swaps, CDS, Interest Rates
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (MBA)
Yale University 2001 — 2005
Bachelor's degree, Economics
Tianhong Joy Ying's Morgan Stanley Experience May 2006 - April 2009
Job Executive Director at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets April 2009 - Present
Morgan Stanley May 2006 - April 2009
Merrill Lynch July 2001 - April 2006
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finace
Wellesley College 1997 — 2001
BA, Economics and Japanese
Da Tong Middle School
High School Affiliated with Fudan University
CIBC World Markets April 2009 - Present
Morgan Stanley May 2006 - April 2009
Merrill Lynch July 2001 - April 2006
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finace
Wellesley College 1997 — 2001
BA, Economics and Japanese
Da Tong Middle School
High School Affiliated with Fudan University
Margaret Connerty's Morgan Stanley Experience 1996 - 1998
Job Investment Analyst
Industry Investment Management
Experience
Silverpath Capital Management, LLC June 2013 - February 2014
Exelon 2010 - 2011
Lehman Brothers 1998 - 2004
Morgan Stanley 1996 - 1998
Skills
Financial Analysis, Equity Research, Investment Valuation, Master Limited..., Equities, Energy, Due Diligence, Asset Management, Investments, Private Equity, Financial Modeling, Valuation
Education
Columbia Business School
MBA, Finance, General
University of Illinois at Urbana-Champaign
Bachelor's degree
Silverpath Capital Management, LLC June 2013 - February 2014
Exelon 2010 - 2011
Lehman Brothers 1998 - 2004
Morgan Stanley 1996 - 1998
Skills
Financial Analysis, Equity Research, Investment Valuation, Master Limited..., Equities, Energy, Due Diligence, Asset Management, Investments, Private Equity, Financial Modeling, Valuation
Education
Columbia Business School
MBA, Finance, General
University of Illinois at Urbana-Champaign
Bachelor's degree
Selma Bueno's Morgan Stanley Experience November 2012 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley November 2012 - Present
Morgan Stanley January 2012 - November 2012
Morgan Stanley June 2010 - January 2012
Merrill Lynch 2009 - 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2005 - 2006
Merrill Lynch 2000 - 2003
JPMorgan 1997 - 1998
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Fundação Getulio Vargas 1995 — 1999
Business Administration, Finance
Universidade de São Paulo 1995 — 1999
Law
Morgan Stanley November 2012 - Present
Morgan Stanley January 2012 - November 2012
Morgan Stanley June 2010 - January 2012
Merrill Lynch 2009 - 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2005 - 2006
Merrill Lynch 2000 - 2003
JPMorgan 1997 - 1998
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Fundação Getulio Vargas 1995 — 1999
Business Administration, Finance
Universidade de São Paulo 1995 — 1999
Law
Tom Hadley's Morgan Stanley Experience August 2013 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley June 2010 - July 2013
Skills
Capital Markets, Fixed Income, Financial Modeling, Bloomberg, Investment Banking, Derivatives, Corporate Finance, Financial Analysis, Economics
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Dartmouth College 2006 — 2010
Bachelor of Arts (B.A.), Economics, Computer Science
Morgan Stanley August 2013 - Present
Morgan Stanley June 2010 - July 2013
Skills
Capital Markets, Fixed Income, Financial Modeling, Bloomberg, Investment Banking, Derivatives, Corporate Finance, Financial Analysis, Economics
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Dartmouth College 2006 — 2010
Bachelor of Arts (B.A.), Economics, Computer Science
Oscar M Gutierrez's Morgan Stanley Experience March 2006 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2006 - Present
Education
Columbia University - Columbia Business School 2011 — 2012
MBA, General Management
Institut National des Télécommunications 2001 — 2004
Grande Ecole, Finance
Université Paris Dauphine 2001 — 2003
BS, Finance
Integrale 1999 — 2001
Classes préparatoires aux grandes écoles
Morgan Stanley March 2006 - Present
Education
Columbia University - Columbia Business School 2011 — 2012
MBA, General Management
Institut National des Télécommunications 2001 — 2004
Grande Ecole, Finance
Université Paris Dauphine 2001 — 2003
BS, Finance
Integrale 1999 — 2001
Classes préparatoires aux grandes écoles
Pamela Klein Leon's Morgan Stanley Experience June 2000 - June 2003
Job Currently searching for an IR position
Industry Financial Services
Experience
Currently searching for an IR position January 2009 - Present
Deutsche Bank Securities July 2005 - December 2008
Deutsche Bank Securities June 2004 - August 2004
Morgan Stanley June 2000 - June 2003
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance & Economics
University of Michigan 1996 — 2000
BA, English
Currently searching for an IR position January 2009 - Present
Deutsche Bank Securities July 2005 - December 2008
Deutsche Bank Securities June 2004 - August 2004
Morgan Stanley June 2000 - June 2003
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance & Economics
University of Michigan 1996 — 2000
BA, English
Nilsson Kocher's Morgan Stanley Experience June 2004 - September 2008
Job Portfolio Manager Global Fixed Income at Citadel Investment Group
Industry Financial Services
Experience
Citadel Investment Group October 2008 - Present
Morgan Stanley June 2004 - September 2008
Education
Columbia University - Columbia Business School 2007 — 2008
Master of Business Administration (MBA)
Harvard College 2000 — 2004
Applied Mathematics and Economics
Citadel Investment Group October 2008 - Present
Morgan Stanley June 2004 - September 2008
Education
Columbia University - Columbia Business School 2007 — 2008
Master of Business Administration (MBA)
Harvard College 2000 — 2004
Applied Mathematics and Economics
Rebecca Allen's Morgan Stanley Experience June 2007 - July 2008
Job Investment Management Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2012 - Present
Columbia Business School September 2010 - May 2012
NewSeed Advisors October 2009 - May 2010
Morgan Stanley June 2007 - July 2008
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance, General
Greenwich Academy
Rippowam Cisqua School
Williams College
BA, History of Art
Goldman Sachs July 2012 - Present
Columbia Business School September 2010 - May 2012
NewSeed Advisors October 2009 - May 2010
Morgan Stanley June 2007 - July 2008
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance, General
Greenwich Academy
Rippowam Cisqua School
Williams College
BA, History of Art
Sheila Lalani's Morgan Stanley Experience May 2007 - August 2007
Job Social Enterprise Enthusiast and Experienced Business Technology Consultant
Industry Hospital & Health Care
Experience
Deloitte September 2014 - Present
Deloitte Consulting August 2010 - Present
Deloitte Consulting July 2008 - August 2010
Morgan Stanley May 2007 - August 2007
Safeway May 2006 - August 2006
Applied Materials May 2005 - August 2005
Applied Materials May 2004 - August 2004
Skills
Analytics, Financial Analysis, Financial Modeling, Management Consulting, Data Analysis, Strategic Financial..., Finance, Program Management, Analysis, Corporate Finance, Strategy, Business Analysis, Valuation, Business Process..., Business Development, Cross-functional Team..., Competitive Analysis
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of California, Berkeley, Haas School of Business 2004 — 2008
B.S & B.A, Business Administration & International Political Economy
Deloitte September 2014 - Present
Deloitte Consulting August 2010 - Present
Deloitte Consulting July 2008 - August 2010
Morgan Stanley May 2007 - August 2007
Safeway May 2006 - August 2006
Applied Materials May 2005 - August 2005
Applied Materials May 2004 - August 2004
Skills
Analytics, Financial Analysis, Financial Modeling, Management Consulting, Data Analysis, Strategic Financial..., Finance, Program Management, Analysis, Corporate Finance, Strategy, Business Analysis, Valuation, Business Process..., Business Development, Cross-functional Team..., Competitive Analysis
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of California, Berkeley, Haas School of Business 2004 — 2008
B.S & B.A, Business Administration & International Political Economy
Lisa Rumore's Morgan Stanley Experience December 2000 - January 2006
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock January 2011 - Present
Goldman Sachs February 2006 - April 2008
Morgan Stanley December 2000 - January 2006
PricewaterhouseCoopers June 1998 - November 2000
Accenture August 1993 - August 1996
Skills
Asset Managment, Alternative Investments, Asset Management, Hedge Funds
Education
Columbia University - Columbia Business School
University of Pennsylvania
BlackRock January 2011 - Present
Goldman Sachs February 2006 - April 2008
Morgan Stanley December 2000 - January 2006
PricewaterhouseCoopers June 1998 - November 2000
Accenture August 1993 - August 1996
Skills
Asset Managment, Alternative Investments, Asset Management, Hedge Funds
Education
Columbia University - Columbia Business School
University of Pennsylvania
Teresa McRoberts's Morgan Stanley Experience 1998 - 2001
Job Founder at Bienville Health Science Partners
Industry Investment Management
Experience
Bienville Health Science Partners October 2013 - Present
Galleon Group January 2009 - November 2009
Carlyle Blue Wave 2007 - 2008
Citigroup 2005 - 2007
Fred Alger Management 2001 - 2005
Morgan Stanley 1998 - 2001
Fred Alger Management 1994 - 1998
JP Morgan 1985 - 1994
Cambridge Associates February 1980 - June 1983
Education
Columbia Business School 1983 — 1985
MBA
Bienville Health Science Partners October 2013 - Present
Galleon Group January 2009 - November 2009
Carlyle Blue Wave 2007 - 2008
Citigroup 2005 - 2007
Fred Alger Management 2001 - 2005
Morgan Stanley 1998 - 2001
Fred Alger Management 1994 - 1998
JP Morgan 1985 - 1994
Cambridge Associates February 1980 - June 1983
Education
Columbia Business School 1983 — 1985
MBA
Mona Sinha's Morgan Stanley Experience 1988 - 1991
Job Founder at Asian Women's Leadership University project
Industry Financial Services
Experience
Asian Women's Leadership University project 2010 - Present
Columbia University in the City of New York 2014 - 2014
Smith Collge 2010 - 2013
Asia IIX 2009 - 2011
Unilever NV 1993 - 1998
Morgan Stanley 1988 - 1991
Skills
Investment Banking, Investments, Financial Modeling, Business Strategy, Strategic Planning, Capital Markets, Mergers, Strategic Partnerships, Marketing Strategy, Emerging Markets, Strategy, Valuation, Mergers & Acquisitions, Start-ups, Venture Capital, Restructuring, Entrepreneurship
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance/Marketing
Smith College 1985 — 1988
BA, Economics, Art History
Asian Women's Leadership University project 2010 - Present
Columbia University in the City of New York 2014 - 2014
Smith Collge 2010 - 2013
Asia IIX 2009 - 2011
Unilever NV 1993 - 1998
Morgan Stanley 1988 - 1991
Skills
Investment Banking, Investments, Financial Modeling, Business Strategy, Strategic Planning, Capital Markets, Mergers, Strategic Partnerships, Marketing Strategy, Emerging Markets, Strategy, Valuation, Mergers & Acquisitions, Start-ups, Venture Capital, Restructuring, Entrepreneurship
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance/Marketing
Smith College 1985 — 1988
BA, Economics, Art History
Julia Yaverbaum's Morgan Stanley Experience 2011 - February 2014
Job Social Work Intern at Mount Sinai Health System
Industry Mental Health Care
Experience
Mount Sinai Health System September 2015 - Present
YM & YWHA of Washington Heights and Inwood September 2014 - Present
UJA-Federation of New York 2014 - Present
JCC in Manhattan June 2014 - August 2014
Morgan Stanley 2011 - February 2014
Morgan Stanley June 2010 - August 2010
Skills
Marketing Strategy, Corporate Communications, Account Management, PowerPoint, Microsoft Excel, Analytics, Business Development, Strategy, Technology, Product Briefs, Working With Children, Social Work
Education
Columbia University - Columbia School of Social Work
Master of Social Work (M.S.W.), Clinical Social Work
Cornell University 2007 — 2011
B.S., Industrial and Labor Relations
Millburn High School 2003 — 2007
Mount Sinai Health System September 2015 - Present
YM & YWHA of Washington Heights and Inwood September 2014 - Present
UJA-Federation of New York 2014 - Present
JCC in Manhattan June 2014 - August 2014
Morgan Stanley 2011 - February 2014
Morgan Stanley June 2010 - August 2010
Skills
Marketing Strategy, Corporate Communications, Account Management, PowerPoint, Microsoft Excel, Analytics, Business Development, Strategy, Technology, Product Briefs, Working With Children, Social Work
Education
Columbia University - Columbia School of Social Work
Master of Social Work (M.S.W.), Clinical Social Work
Cornell University 2007 — 2011
B.S., Industrial and Labor Relations
Millburn High School 2003 — 2007
Paul Stolbof's Morgan Stanley Experience 1998 - 1999
Job Head Business Finance Americas at ICAP
Industry Financial Services
Experience
ICAP November 2011 - Present
Center for Medical Weight Loss June 2011 - November 2011
Societe Generale March 2009 - September 2010
Merrill Lynch January 2008 - February 2009
Merrill Lynch October 2004 - December 2007
Merrill Lynch October 2000 - October 2004
Merrill Lynch June 1999 - October 2000
Morgan Stanley 1998 - 1999
Morgan Stanley 1995 - 1998
Goldman Sachs 1993 - 1994
Skills
Fixed Income, Equities, Treasury, Capital Markets, Corporate Finance, Finance, Investment Banking, Product Control, Derivatives
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance/Accounting
Union College 1976 — 1981
B.S., Mechanical Engineering
Union College 1976 — 1981
B.S., Health Studies (Biology-Engineering)
ICAP November 2011 - Present
Center for Medical Weight Loss June 2011 - November 2011
Societe Generale March 2009 - September 2010
Merrill Lynch January 2008 - February 2009
Merrill Lynch October 2004 - December 2007
Merrill Lynch October 2000 - October 2004
Merrill Lynch June 1999 - October 2000
Morgan Stanley 1998 - 1999
Morgan Stanley 1995 - 1998
Goldman Sachs 1993 - 1994
Skills
Fixed Income, Equities, Treasury, Capital Markets, Corporate Finance, Finance, Investment Banking, Product Control, Derivatives
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance/Accounting
Union College 1976 — 1981
B.S., Mechanical Engineering
Union College 1976 — 1981
B.S., Health Studies (Biology-Engineering)
Kristina Maleeva's Morgan Stanley Experience June 2006 - August 2006
Job Risk and Compliance Sales Specialist at Bloomberg
Industry Financial Services
Experience
Bloomberg LP December 2012 - Present
Bloomberg October 2011 - November 2012
Bloomberg January 2008 - October 2011
OpHedge Investment Services June 2007 - December 2007
MBIA Insurance Corporation September 2006 - May 2007
Morgan Stanley June 2006 - August 2006
MasterCard International June 2005 - July 2005
Skills
Credit Derivatives, Fixed Income Products, Interest Rate..., Loans, Bloomberg, Fixed Income, Hedge Funds, Bonds, Derivatives, Investment Banking, Equities, Financial Risk, Financial Analysis, Financial Markets, Project Finance, Capital Markets, Emerging Markets
Education
Columbia Business School 2013 — 2015
Executive MBA
Manhattanville College 2003 — 2007
BA, Double Major: Finance and International Studies, 4.0/4.0
Bloomberg LP December 2012 - Present
Bloomberg October 2011 - November 2012
Bloomberg January 2008 - October 2011
OpHedge Investment Services June 2007 - December 2007
MBIA Insurance Corporation September 2006 - May 2007
Morgan Stanley June 2006 - August 2006
MasterCard International June 2005 - July 2005
Skills
Credit Derivatives, Fixed Income Products, Interest Rate..., Loans, Bloomberg, Fixed Income, Hedge Funds, Bonds, Derivatives, Investment Banking, Equities, Financial Risk, Financial Analysis, Financial Markets, Project Finance, Capital Markets, Emerging Markets
Education
Columbia Business School 2013 — 2015
Executive MBA
Manhattanville College 2003 — 2007
BA, Double Major: Finance and International Studies, 4.0/4.0
Orlando Knauss's Morgan Stanley Experience June 1999 - January 2000
Job Managing Director Credit Suisse Investment Banking
Industry Banking
Experience
Credit Suisse January 2000 - Present
Morgan Stanley June 1999 - January 2000
Credit Suisse August 1997 - June 1999
Education
Columbia Business School 1997 — 1999
MBA, Finance
Oberlin College 1984 — 1989
BA, Government & History (Honors)
Credit Suisse January 2000 - Present
Morgan Stanley June 1999 - January 2000
Credit Suisse August 1997 - June 1999
Education
Columbia Business School 1997 — 1999
MBA, Finance
Oberlin College 1984 — 1989
BA, Government & History (Honors)
Scott Abram's Morgan Stanley Experience July 2004 - July 2006
Job Analyst at Pennant Capital
Industry Investment Management
Experience
Pennant Capital Senior AnalystObrem Capital ManagementOctober 2007 - October 2010
First Reserve Corporation August 2006 - September 2007
Morgan Stanley July 2004 - July 2006
Education
Columbia University - Columbia Business School 2011 — 2012
MBA, Value Investing
Harvard University 2000 — 2004
AB, Economics
Pennant Capital Senior AnalystObrem Capital ManagementOctober 2007 - October 2010
First Reserve Corporation August 2006 - September 2007
Morgan Stanley July 2004 - July 2006
Education
Columbia University - Columbia Business School 2011 — 2012
MBA, Value Investing
Harvard University 2000 — 2004
AB, Economics
Michael Wise's Morgan Stanley Experience February 1997 - August 2010
Job Managing Director at Goldman Sachs
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Goldman Sachs November 2010 - April 2015
Morgan Stanley February 1997 - August 2010
Lazard August 1991 - January 1997
Salomon Brothers September 1988 - July 1991
Chase Manhattan Bank July 1981 - June 1986
Skills
LBO, Mergers & Acquisitions, Equity Research, Corporate Finance, Hedge Funds, Investments, Equities, Investment Banking, Fixed Income, Financial Modeling, Capital Markets, Structured Finance, Venture Capital, Bloomberg
Education
Columbia University - Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Finance
Georgetown University 1977 — 1981
Bachelor of Science (BS), International Economics, Salutatorian, Summa cum laude, Phi beta kappa
Bank of America Merrill Lynch July 2015 - Present
Goldman Sachs November 2010 - April 2015
Morgan Stanley February 1997 - August 2010
Lazard August 1991 - January 1997
Salomon Brothers September 1988 - July 1991
Chase Manhattan Bank July 1981 - June 1986
Skills
LBO, Mergers & Acquisitions, Equity Research, Corporate Finance, Hedge Funds, Investments, Equities, Investment Banking, Fixed Income, Financial Modeling, Capital Markets, Structured Finance, Venture Capital, Bloomberg
Education
Columbia University - Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Finance
Georgetown University 1977 — 1981
Bachelor of Science (BS), International Economics, Salutatorian, Summa cum laude, Phi beta kappa
Peter A. Mozer's Morgan Stanley Experience July 1994 - June 1998
Job Treasurer Citigroup Global Markets Holdings Inc. at Citi
Industry Financial Services
Experience
Citi March 2013 - Present
Citi May 2010 - Present
Citi March 2003 - May 2010
Cal Fed Bank (Golden State Bancorp) January 2000 - March 2003
Franchise Mortgage Acceptance Corp June 1998 - January 2000
Morgan Stanley July 1994 - June 1998
The Dime Savings Bank June 1989 - July 1994
Skills
Finance, Fixed Income, Banking, Structured Finance, Liquidity Management, Transfer Pricing, FX Hedging, Derivatives
Education
Columbia Business School 1987 — 1989
MBA
Saint Bonaventure University 1984 — 1987
BBA
Citi March 2013 - Present
Citi May 2010 - Present
Citi March 2003 - May 2010
Cal Fed Bank (Golden State Bancorp) January 2000 - March 2003
Franchise Mortgage Acceptance Corp June 1998 - January 2000
Morgan Stanley July 1994 - June 1998
The Dime Savings Bank June 1989 - July 1994
Skills
Finance, Fixed Income, Banking, Structured Finance, Liquidity Management, Transfer Pricing, FX Hedging, Derivatives
Education
Columbia Business School 1987 — 1989
MBA
Saint Bonaventure University 1984 — 1987
BBA
Kyra Chenoweth's Morgan Stanley Experience 1997 - 2004
Job
Industry
Experience
Independent Consultant 2004 - Present
Morgan Stanley 1997 - 2004
Citi 1993 - 1995
Skills
Management Consulting, Entrepreneurship, Business Analysis, Strategic Planning, Investments, Mergers, Business Strategy, Start-ups, Risk Management, Program Management, Investment Banking, Leadership, Mergers & Acquisitions, Business Development, Project Management, Outsourcing
Education
Columbia Business School 2000 — 2002
MBA, Finance
UCLA
Economics
Independent Consultant 2004 - Present
Morgan Stanley 1997 - 2004
Citi 1993 - 1995
Skills
Management Consulting, Entrepreneurship, Business Analysis, Strategic Planning, Investments, Mergers, Business Strategy, Start-ups, Risk Management, Program Management, Investment Banking, Leadership, Mergers & Acquisitions, Business Development, Project Management, Outsourcing
Education
Columbia Business School 2000 — 2002
MBA, Finance
UCLA
Economics
Omer Masood's Morgan Stanley Experience 2011 - Present
Job International Country Market Specialist Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
Standard Chartered Bank 2010 - 2011
Citigroup Global Markets Ltd. 2007 - 2009
Citigroup Global Markets Inc 2006 - 2007
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Michigan State University 2004 — 2006
Bachelor's degree, Business, Marketing and Finance
Morgan Stanley 2011 - Present
Standard Chartered Bank 2010 - 2011
Citigroup Global Markets Ltd. 2007 - 2009
Citigroup Global Markets Inc 2006 - 2007
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Michigan State University 2004 — 2006
Bachelor's degree, Business, Marketing and Finance
Peter Polanskyj's Morgan Stanley Experience 2002 - 2008
Job Managing Director at OchZiff Capital Management
Industry Investment Management
Experience
Och-Ziff Capital Management January 2008 - Present
Morgan Stanley 2002 - 2008
Skills
Hedge Funds, Fixed Income, Derivatives, Bloomberg, Alternative Investments
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Mathematics / Economics
Och-Ziff Capital Management January 2008 - Present
Morgan Stanley 2002 - 2008
Skills
Hedge Funds, Fixed Income, Derivatives, Bloomberg, Alternative Investments
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Mathematics / Economics
Sebastian Boulan's Morgan Stanley Experience 2003 - 2011
Job Managing Director at CRT Capital
Industry Financial Services
Experience
BNP Paribas 2011 - 2012
Morgan Stanley 2003 - 2011
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Dartmouth College
Bachelor's degree, Economics
BNP Paribas 2011 - 2012
Morgan Stanley 2003 - 2011
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Dartmouth College
Bachelor's degree, Economics
William McCombe's Morgan Stanley Experience 1984 - 2002
Job Senior Vice President, Finance and Legal at SSL.
Industry Aviation & Aerospace
Experience
MacDonald Dettwiler & Associates Ltd. 2014 - Present
Bank of America Merrill Lynch 2002 - 2014
Morgan Stanley 1984 - 2002
Skills
Strategy, Finance, Mergers & Acquisitions, Corporate Finance
Education
Columbia University - Columbia Business School 1982 — 1984
Master of Business Administration (M.B.A.)
University of Melbourne 1976 — 1980
Bachelor's Degree, Bachelor of Laws, Bachelor of Commerce
MacDonald Dettwiler & Associates Ltd. 2014 - Present
Bank of America Merrill Lynch 2002 - 2014
Morgan Stanley 1984 - 2002
Skills
Strategy, Finance, Mergers & Acquisitions, Corporate Finance
Education
Columbia University - Columbia Business School 1982 — 1984
Master of Business Administration (M.B.A.)
University of Melbourne 1976 — 1980
Bachelor's Degree, Bachelor of Laws, Bachelor of Commerce
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS