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
Tenaska Marketing Ventures November 2014 - Present
Creighton University 2010 - Present
Tenaska Marketing Ventures November 2011 - November 2014
Tenaska Marketing Ventures April 2010 - November 2011
Morgan Stanley January 2006 - April 2010
Skills
Commodity, Energy Management, Derivatives, Portfolio Management, Equity Capital Markets, Natural Gas, Trading, Options, Strategic Planning
Education
Creighton University's Heider College of Business 2006 — 2009
Master of Security Analysis and Portfolio Management (MSAPM), Investments and Securities
Creighton University's Heider College of Business 2001 — 2005
BSBA, Finance, General
Heelan
Sanderling Ventures February 2014 - Present
Morgan Stanley June 2010 - October 2012
Morgan Stanley June 2007 - June 2010
Goldman Sachs 1999 - 2006
Skills
Management, Leadership, Marketing Strategy, Capital Raising, Pension Funds, Sales, Equities, Alternative Investments, Family Office, Fixed Income, Capital Markets, Derivatives, Hedge Funds
Education
NYU Stern School of Business 1999 — 2003
MBA, International Business and Finance
Dartmouth College 1991 — 1995
BA, Government and Art History
Sandhills State Bank 2010 - Present
Flatrock Capital, LLC 2000 - Present
Morgan Stanley 2008 - 2010
Berens & Tate, PC 1998 - 2000
Hon. William G. Cambridge, Chief Judge, United States District Court for the District of Nebraska 1997 - 1998
Skills
Mergers & Acquisitions, Private Equity, Investment Banking, Finance, Strategic Planning, Risk Management, Investments, Agriculture, Community Banking, Due Diligence
Education
Creighton University School of Law 1994 — 1997
JD
University of Nebraska-Lincoln 1988 — 1992
BSBA
MSCI Inc. March 2013 - Present
Morgan Stanley March 2010 - March 2013
Morgan Stanley September 2007 - March 2010
EDS Group September 2006 - August 2007
Erste Bank Hungary July 2005 - September 2006
Skills
Sarbanes-Oxley Act, Due Diligence, Fixed Income, Risk Management, Derivatives, Banking, Credit, Securities, Analysis, Capital Markets, Financial Risk, Finance, Hedge Funds, Financial Analysis
Education
Pécsi Tudományegyetem 2006 — 2008
Master's degree, Faculty of Business and Economics
Budapesti Gazdasági Főiskola 2002 — 2006
Bachelor's degree, International Management and Business
RBC May 2013 - Present
Shoppers Drug Mart August 2009 - May 2013
Morgan Stanley February 2006 - August 2009
JP Morgan July 1997 - December 2005
Citibank 1994 - 1997
Ernst & Young 1991 - 1994
General Motors May 1984 - December 1991
Skills
ITIL, Outsourcing, IT Operations, IT Management, IT Service Management
Education
Ivey Business School 1987 — 1989
MBA
Dalhousie University 1979 — 1984
Engineering
Royal Military College of Canada/Collège militaire royal du Canada 1979 — 1983
Barclays Wealth and Investment Management May 2013 - Present
Morgan Stanley April 2000 - May 2013
Evermax/Bruce Doug Corp June 1993 - April 2000
Skills
Microsoft Office, Visual Basic, Visio, Technical Analysis, Technical Writing, Financial Services, Accounting, Strategic Planning, Business Analysis, Business Strategy, Series 7, Series 66, Series 9, FINRA, Uniform Combined State..., Equities, Securities, Series 63, Portfolio Management
Education
CUNY York College 2000 — 2006
Bachelor of Science (BS), Accounting
Icahn School of Medicine at Mount Sinai February 2012 - Present
Morgan Stanley April 2011 - August 2011
MEDFAST BILLING April 2011 - July 2011
Bank of America February 2010 - August 2010
Citi November 2007 - January 2010
The Leadership Program September 2003 - November 2007
Skills
CME Tracker, Microsoft Office Xp, Microsoft Office 2007, Apple OS, PARS, ACCME, Medisoft, CBC-Innovis, CUBS, Volt Delta, Accurint, AS400 system, Homesaver, Homebase, LAMP, Visionary Software, Insurance Services..., Leadership, Communicaitons, Performance Improvement, Increase Productivity, Implementation Planning, Client Confidentiality, Organization Growth, Organizational..., Customer Service..., Revenue Cycle, Multi-cultural team..., Event Planning, Customer Service, Community Outreach, Microsoft Excel, Communication, Microsoft Office
Education
Manhattan Institute 2010 — 2010
Certification in Medical Billing, Medical Billing and Coding
Daemen College 2004 — 2009
Bachelor of Science (BS), Business Administration and Management, General
A10 Capital August 2010 - Present
Beal Bank December 2008 - August 2010
Morgan Stanley April 2005 - December 2008
Column Financial Credit Suisse November 2003 - April 2005
Goldman Sachs Commercial Mortgage Capital April 1998 - October 2003
New York Life January 1991 - April 1998
Skills
Commercial Mortgages, Mezzanine, Real Estate, Mortgage Lending, Mortgage Banking, Equities, Sellers, Real Estate Economics, Loans, Asset Managment, Disposition, CMBS, Due Diligence, Underwriting, Debt, Negotiations, Capital, Commercial Real Estate, Loan Origination, Finance, Real Estate Financing, Appraisals, Valuation, Capital Markets, Asset Management, Real Estate Transactions, Investment Properties, Negotiation, Real Estate Development, Investments, Securitization, Loan Servicing, Financial Analysis, Property Management, Brokerage, Mergers & Acquisitions, Credit, Financial Modeling, Property, Construction Loans, Commercial Lending, Portfolio Management, Private Equity, Structured Finance, Financial Structuring, Acquisitions, Bridge Loans, Location Intelligence, Corporate Real Estate, Argus Modeling
Education
Texas A&M University
BBA, Finance
Dallas Baptist University
MBA, Finance
Hovde Group August 2015 - Present
Credit Suisse June 2014 - August 2014
FAO January 2014 - May 2014
Morgan Stanley May 2013 - August 2013
Greek Standards Board August 2012 - May 2013
Creighton University December 2011 - December 2012
Creighton Admissions Office December 2011 - December 2012
Creighton Welcome Week April 2012 - November 2012
Tom's Lawn and Snow May 2007 - August 2012
Skills
Customer Service, Financial Analysis, Finance, Microsoft Word, Marketing, Microsoft Excel, Corporate Finance, Financial Modeling, German, Investments, Microsoft Access, DCF
Education
Creighton University 2011 — 2015
Bachelor of Science (B.S.), Finance (Analysis Track)
American University of Rome 2013 — 2014
Study Abroad Business Program
OPSWAT December 2014 - Present
OPSWAT December 2013 - December 2014
OPSWAT October 2012 - December 2013
OPSWAT December 2011 - October 2012
OPSWAT January 2011 - December 2011
OPSWAT September 2010 - January 2011
Xplana Learning June 2009 - September 2009
Keystone Resort December 2006 - March 2007
Morgan Stanley 2005 - 2006
Skills
Analysis, SaaS, Agile Methodologies, Cloud Computing, Product Management
Education
Dartmouth College 2005 — 2009
BA, Cognitive Science
Open Mobile PR October 2014 - Present
Revol Wireless January 2009 - April 2014
Affinity Internet February 2003 - May 2008
Redfern Broadband Networks January 2003 - June 2003
LHS Group, Inc. June 1998 - June 2002
Morgan Stanley August 1993 - June 1998
Skills
Business Strategy, Strategic Planning, Business Analysis, Risk Management, Mergers, Human Resources, Customer Service, Legal, Telecommunications, Web Services, Group Purchasing
Education
University of Pennsylvania - The Wharton School 1992 — 1993
MBA, Strategic Planning
Dartmouth College 1984 — 1988
BA, Biology
BT Global Services April 2014 - Present
BT Consulant @ Deutsche Bank May 2012 - Present
Short term Contract positions August 2011 - February 2012
TEKsystems June 2011 - August 2011
Morgan Stanley June 2010 - June 2011
HUB International - (consultant) August 2009 - December 2009
SPS / Phonextra November 2007 - January 2009
Pfizer - Contractor May 2005 - October 2007
Avaya Business Partner-Consultedge Inc. August 2002 - June 2003
Merrill Lynch May 2001 - August 2002
Skills
Telecommunications, Project Management, Wireless, Call Centers, Management, Avaya, Human Resources, Infrastructure, Video Conferencing, Project Coordination, ACD, Vendor Management, Consulting, VoIP, Data Center, IT Strategy, Integration
Education
County College of Morris 1981 — 1982
Assoc., Technical
Morgan Stanley June 2015 - August 2015
SAP September 2014 - February 2015
Budapest University of Technology and Economics September 2014 - February 2015
Red Cross Youth August 2011 - December 2012
Budapest University of Technology and Economics June 2012 - August 2012
Education
Budapest University of Technology and Economics 2011 — 2015
Bachelor of Science (BSc), Computer Science, 4.97
Danmarks Tekniske Universitet 2013 — 2014
Exchange Student, Mathematics and Computer Science, 10.5
BDO USA, LLP September 2015 - Present
Kollaboration January 2013 - January 2015
Morgan Stanley March 2012 - June 2014
UHY LLP January 2013 - August 2013
Dallas Regional Chamber January 2009 - June 2009
Skills
Financial Accounting, Microsoft Office, Accounting, Financial Reporting, Financial Analysis, GAAP, Auditing, US GAAP, Financial Modeling, Sarbanes-Oxley Act, CPA, Account Reconciliation, Internal Controls, Corporate Finance, Microsoft Excel
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Master of Science in Accounting, Accounting, 3.72
Southern Methodist University 2011 — 2013
Bachelor of Arts (B.A.), Accounting, 3.80
Curtin University of Technology 2012 — 2012
International Business/Trade/Commerce
Richland College 2009 — 2011
Associate of Arts (A.A.), Business/Commerce, General, 4.0
Fidelity Investments July 2012 - Present
Fidelity Investments November 2007 - July 2012
Fidelity Investments May 2004 - October 2007
Morgan Stanley January 2003 - August 2004
Datek Online May 2000 - September 2002
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2010
MBA
Wake Forest University 1995 — 1999
BA
Box August 2014 - Present
Box February 2015 - July 2015
Ward Ferry Management Ltd. December 2012 - August 2013
Savannah Fund September 2012 - December 2012
The Blackstone Group June 2012 - August 2012
Morgan Stanley September 2011 - December 2011
Skills
Venture Capital, Private Equity, Financial Modeling, Mandarin, Data Analysis, Valuation, Start-ups, Investment Banking, Equities, Microsoft Excel, Merlin, Quest Design, Social Media, Research, Investments, Microsoft Office, PowerPoint, Lotus Domino
Education
Dartmouth College
B.A., Economics, Modified (Includes Math and Computer Science)
Phillips Academy, Andover
HSP Henkel Search Partners June 2011 - Present
SG Partners April 2008 - April 2011
Morgan Stanley July 1985 - March 2008
Skills
Capital Markets, Asset Managment, Banking, Private Equity, Mergers, Financial Modeling, Investments, Valuation, Start-ups, Strategic Partnerships, Business Development, Marketing, Mergers & Acquisitions, Executive Search, Asset Management, Restructuring, Investment Banking, Hedge Funds, Financial Services, Economics, Recruiting, Fixed Income, Venture Capital, Business Planning, Securities, Corporate Development, Finance, Management, Derivatives, Strategy, Equities, Executive Management, Portfolio Management, M&A experience, Financial Advisory, Due Diligence, Bloomberg, Financial Analysis, Corporate Finance, Business Strategy, Investor Relations, Alternative Investments, Joint Ventures, Emerging Markets, IPO, Investment Management, Structured Finance, Entrepreneurship, Competitive Analysis, Program Management
Education
Harvard Business School 1987 — 1989
MBA
Dartmouth College 1981 — 1985
BA, Economics and French
Morgan Stanley April 2014 - Present
CIBC World Markets August 2012 - April 2014
Halliburton October 2008 - July 2010
Halliburton January 2006 - October 2008
Skills
Petroleum, Oil/Gas, Financial Modeling, Project Planning, Risk Management, Valuation, Due Diligence, Energy, Gas
Education
University of Toronto - Rotman School of Management 2010 — 2012
MBA
Dalhousie University 2001 — 2005
B. Eng, Engineering
Upsight, Inc. October 2012 - Present
Kontagent October 2012 - Present
Polar Mobile July 2009 - October 2012
Freelance Consultant September 2007 - April 2009
Morgan Stanley April 2005 - August 2007
4EverSports Inc June 2004 - April 2005
Skills
Python, Django, Varnish, Nginx, Tornado, Scribe, C++, STL, C, Lisp, Emacs, Common Lisp, Clojure, Autotools, Automake, Autoconf, Large Scale Deployments, Hadoop, MapReduce, Application Architecture, MySQL, SQL Tuning, SQL, Unix Shell Scripting, Autosys, DBArtisan, Gmake, Sed, Grep, JavaScript, Perforce, FogBugz, Git, Subversion, Unit Testing, Integration Testing, End-to-end Testing, Regression Testing, Vim, Bash
Education
Cape Breton University 2003 — 2005
Mathematics
Dalhousie University 2002 — 2003
Computer Science
Rapid Park Holding, Corporation February 2014 - Present
Independent Contractor November 2008 - March 2013
Morgan Stanley September 2006 - November 2008
NYU School of Medicine June 2006 - July 2006
Ad Council / Rogan & Cohen Advertising March 2005 - December 2005
Wachovia/Prudential Securities February 1997 - December 2004
WACHOVIA / PRUDENTIAL SECURITIES January 1997 - January 2004
The Mingo Group/Bozell Adverising September 1989 - December 1995
THE MINGO GROUP January 1989 - January 1995
Saatchi & Saatchi March 1977 - August 1989
Skills
Government, Contract Negotiation, Vendor, Customer Relations, Accounting, Excel, Access, PowerPoint, Word, Budgeting, Forecasting, Financial Reporting, Compliance, Microsoft Office, Analysis, Financial Analysis, Research, Outlook, Problem Solving, Risk Management, Mergers, Business Analysis, Account Management, Ariba, SharePoint, Donovan Data Systems, Accounts Payable, Billing, Policy, Invoicing, Advertising, Accounts Receivable, Financial Modeling, Team Leadership, Credit, Planning, Financial Planning, Strategic Planning, Inventory Management, Negotiation, Data Analysis, Financial Management, Reconciliation, Teamwork, Due Diligence, Internal Controls, Cash Flow, Business Planning, Project Management, Business Management
Education
New York City College of Technology 1969 — 1973
AA, Commercial Arts, Electro Mechanical Technology
CUNY New York City College of Technology 1969 — 1971
Merrill Lynch August 2006 - Present
Morgan Stanley October 1997 - August 2006
Skills
Investment Advisory, Financial Planning, Investment Strategies, Asset Allocation, Retirement Planning, College Savings Plans, Retirement Plans, Retirement Income..., Retirement Services, Alternative Investments, Strategic Financial..., 401k, Portfolio Management, Asset Managment, Retirement Plan..., IRAs, 401k Rollovers, High Net Worth..., Mortgage Lending, Qualified Retirement..., Retirement, Wealth Accumulation, Investments, Tax, Estate Planning, Asset Management, Loans, Wealth, Wealth Management, Equities, Finance, Series 7, Series 63, Mutual Funds, Financial Advisory, Securities, Series 65, Life Insurance
Education
Cuyahoga Community College
Associate Degree, Business Management
Valley Forge High School
Ehmann& Company LLP August 2013 - Present
Conifer Securities April 2009 - August 2013
Morgan Stanley May 2007 - February 2009
Wellington Management January 2006 - May 2007
Sowood Capital Management March 2005 - January 2006
Morgan Stanley October 2003 - February 2005
PricewaterhouseCoopers October 1998 - September 2003
Dynamic Materials Corporation 1995 - 1997
Skills
Prime Brokerage, Hedge Funds, Middle Office, Fund Administration, Financial Services, Equities
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Masters of Science, Taxation
D'Amore-McKim School of Business at Northeastern University 1997 — 1998
MS / MBA, ACCOUNTING
Lafayette College 1991 — 1995
HSBC May 2012 - Present
NEHSA (New England Handicapped Sports Association) October 2010 - June 2015
East West Bank 2015 - 2015
East West Bank 2015 - 2015
East West Bank 2015 - 2015
Morgan Stanley July 2010 - April 2012
Silicon Valley Bank January 2007 - February 2010
JDRF 1995 - 2010
HSBC Bank USA, N.A. December 2002 - December 2006
State Street Bank May 1984 - December 2002
Skills
Portfolio Management, Banking, Corporate Finance, Customer Relations, New Business Development, Commercial Banking, Private Banking, Credit, Risk Management, Finance, Loans, Relationship Management, Commercial Lending, Credit Analysis, Series 63, Cash Management, Business Development, Financial Services, CRM, Financial Analysis, Management, Customer Service, Leadership, Investments, Securities, Strategy
Education
D'Amore-McKim School of Business at Northeastern University 1988 — 1993
MBA
Monmouth University 1980 — 1981
BS, Business Administration
University of New Hampshire 1978 — 1979
Franklin Pierce University 1975 — 1978
Morgan Stanley October 2014 - June 2015
Morgan Stanley Wealth Management July 2013 - October 2014
Morgan Stanley January 2012 - July 2013
Morgan Stanley August 2011 - January 2012
Nomura Corporate Research and Asset Management Inc November 2010 - April 2011
Soleil Securities Corporations June 2007 - July 2010
GOLDMAN, SACHS & CO May 2003 - May 2007
Pershing LLC July 2000 - May 2003
Sheraton New York and Towers June 1999 - July 2000
United States Environmental Protection Agency January 1993 - January 1999
Skills
Fidessa, Mainframe, Microsoft Office, Typing, Copying, Answering Phones, Clerical Duties, Self Management, Detail Orientation, General Office Duties, Middle Office, Settlement, Prime Brokerage, Account Reconciliation, Bloomberg, Trading Systems, Cash Management, Bloomberg Terminal, DTC, Securities Lending, FX Options, Customer Service, Risk Management, Banking, Financial Services, Back Office, Operational Risk, Fixed Income, Telephone Skills, Equities, Office Management, Clerical Work, Corporate Actions, Mutual Funds, Bonds, Trading, Financial Risk, Securities, Emerging Markets, Hedge Funds, Derivatives, Management, Finance, Capital Markets, Microsoft Excel, Options, Analysis, Financial Analysis, Investment Banking, Asset Management
Education
Nyack Christian College School of Business and Leadership 2013 — 2014
Master’s Degree, Organization Leadership
CUNY New York City College of Technology 1994 — 1999
Bachelor's degree, Hospitality Administration/Management
Morgan Stanley March 1994 - August 2005
Education
Wharton Business School Executive Education 1996 — 1996
Certified Investment Management Analyst (CIMA)
CUNY New York City College of Technology 1975 — 1977
AAS, Graphic Arts
Mutual of Omaha September 2007 - Present
Mass Mutual 2003 - 2007
Morgan Stanley 2001 - 2003
Education
Creighton University 1998 — 2002
Bachelor of Science, Finance
Albert Lea High School 1994 — 1998
Verizon Wireless June 2013 - Present
UBS Wealth Management December 2003 - November 2012
Morgan Stanley 1996 - 2002
Morgan Stanley 1985 - 1995
Skills
Cost Basis Reporting, SDLC, Business Analysis, COBOL, DB2, Mainframe, Financial Services, Portfolio Management, Vendor Management, Business Requirements, PMO, Visio, Risk Management, Software Project..., Banking, Requirements Analysis, Fixed Income, Asset Management, Mutual Funds, Systems Analysis, Program Management
Education
CUNY New York City College of Technology
Associate of Arts and Sciences (A.A.S.), Data Processing and Data Processing Technology/Technician
AppDirect February 2015 - Present
Morgan Stanley February 2011 - February 2015
Dalhousie ACM Student Chapter September 2008 - April 2010
Flagstone Re September 2009 - December 2009
Bedford Institute of Oceanography April 2008 - September 2008
Skills
C#, Java, Python, Programming, User Interface Design, SQL, Eclipse, Perl, XML, JavaScript, Linux, Unix, Spring, Software Development, MySQL, Subversion, Software Engineering, Databases, Visual Studio, Agile Methodologies, Web Services, Spring Framework, Object Oriented Design
Education
Dalhousie University 2006 — 2010
B. CSc, Computer Science
Morgan Stanley June 2015 - August 2015
Morgan Stanley January 2015 - March 2015
The White House April 2014 - June 2014
U.S. Representative Jim Cooper November 2013 - January 2014
U.S. Department of Justice June 2013 - September 2013
Bank of America Charitable Foundation June 2011 - August 2011
Skills
Leadership, Public Speaking, Community Organizing, Public Policy, Government, Nonprofits, Microsoft Office, Research, Program Management, Entrepreneurship, PowerPoint, Microsoft Excel, Financial Analysis
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Government
UCL
History, GPA: First Class
Friars Club March 2013 - Present
J.Crew January 2012 - February 2013
Centro Properties Group US February 2011 - October 2011
Special Touch Home Care Services, Inc. August 2010 - October 2010
Thieme Medical publishing February 2010 - February 2010
ZenithOptimedia January 2008 - November 2009
Morgan Stanley January 2007 - December 2007
Skills
Payments, Account Reconciliation, Accounts Receivable, Invoicing, Accounts Payable, Accounting, PeopleSoft, SAP, Software Documentation, General Ledger, Human Resources, Financial Analysis, QuickBooks, Microsoft Excel, Spreadsheets, Journal Entries, Data Entry, Employee Benefits
Education
CUNY New York City College of Technology
Business, Management, Marketing, and Related Support Services
CUNY New York College of Technology
Business Management and Marketing/Accounting
Morgan Stanley October 2014 - Present
BBVA Compass April 2005 - September 2014
BBVA Compass April 2002 - April 2005
Skills
Sales, Asset Liability..., Bloomberg, Fixed income strategy, ALM, Credit, Fixed Income, Banking, Risk Management, Capital Markets, Portfolio Management, Investments, Commercial Banking, Finance, Financial Modeling, Financial Risk
Education
Cumberland College 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Marianna High School
Hewlett-Packard January 2015 - Present
New York-Presbyterian Hospital April 2014 - December 2014
Bank of America December 2013 - April 2014
MORGAN STANLEY December 2008 - May 2010
Skills
Server Automation, VMware vSphere, vMOTION, HPIT Infrastructure..., System Center..., work under pressure, ITIL, Network Administration, CCNA, Asset Management, Microsoft Exchange, Desktop Deployment, Computer Maintenance, Inventory Management, Data Migration, Windows Remote Desktop, Active Directory, Server Administration, Microsoft Office, Large Scale Deployments, SQL, Virtualization, Film Editing, Troubleshooting, Bilingual, Team Management, Customer Service, extremely strong..., Computer Repair, Directing Talent, ability to work in..., Sound Editing, Work Ethic, Computer Hardware, Photography, Writing, Pay Close Attention to..., Sound Mixing, Short Films, Film Production, SCCM, Networking, Windows 7, Hardware, Software Installation, Operating Systems, Windows XP, Graphic Design, Lync, IT Operations
Education
CUNY New York City College of Technology 2012 — 2014
Bachelor of Science (BS), Computer Systems Technology
CUNY Bronx Community College 2006 — 2011
Associate of Arts and Sciences (A.A.S.), Media Technology
Forrest Solutions Group January 2013 - Present
GATE Staffing April 2012 - January 2013
Response April 2011 - April 2012
EDP World February 2010 - April 2011
Pilot Analytics June 2005 - February 2010
PINKdot Digital January 2009 - August 2009
Morgan Stanley May 2003 - August 2003
Pilot Employment May 2001 - September 2001
Skills
Sales Process, Strategy Development, Entrepreneurship, Mobile Applications, Marketing, Executive Search, Financial Services, Start-ups, Technical Recruiting, Talent Acquisition, Internet Recruiting, Benefits Negotiation, Contract Recruitment, Permanent Placement, Staffing Services, Sourcing, Applicant Tracking..., Temporary Staffing, Candidate Generation, Recruiting, Business Networking, College Recruiting, Staff Augmentation, Business Development, Human Resources, Temporary Placement, Management, Outsourcing, Search, Consulting, Networking, Strategy, Hiring, Screening Resumes, French Horn
Education
State University of New York at Albany 2001 — 2005
B.S., Business Administration, Business - Finance/Management
Dartmouth College 2003 — 2004
Transferred in, Transferred out., Economics
Great Neck North 1997 — 2001
Regents, High School
NTT DATA Canada September 2011 - Present
Morgan Stanley July 2013 - Present
Morgan Stanley September 2011 - June 2013
Elections Nova Scotia 2005 - 2013
Spera Technical Services January 2004 - September 2012
Atlantic Wedding Showcase January 2008 - January 2012
2011 Halifax Canada Games February 2009 - January 2010
Coemergence 2004 - 2008
Elections Canada 2003 - 2008
Medavie Blue Cross 2001 - 2003
Skills
Linux, System Administration, Apache, Project Management, Shell Scripting, Networking, Unix, Troubleshooting, IT Operations, Web Services, Enterprise Architecture, Requirements Analysis, Unix Shell Scripting, Business Analysis, Windows, Solaris, Integration, IT Management, System Deployment, Requirements Gathering, Testing, Business Intelligence, Analysis, Linux System..., Training, Cloud Computing, Security, Tomcat, Team Leadership, Project Planning, Awk, IT Strategy, Public Speaking, DNS, Agile Methodologies, MySQL, Systems Analysis, Change Management, Presentations, Internal Communications, Office Equipment, Google Apps, Google Analytics, MediaWiki, Humor, Non-profits, HTML, Data Center
Education
CEED, Centre for Entrepreneurship Education and Development 2011 — 2011
Self Employment Program
Dalhousie University 1988 — 1990
M. Sc., Computing Science
Saint Mary's University 1984 — 1988
B. Sc. (Hon.), Mathematics and Computing Science
LaSallegraphy, Inc. September 2013 - Present
Montefiore Medical Center September 2008 - Present
Champion Learning Center September 2008 - September 2013
Montefiore Medical Center September 2005 - September 2008
Bed Bath & Beyond June 2004 - January 2005
Morgan Stanley February 2001 - September 2001
Grace Construction Management June 1999 - January 2001
Skills
Office Administration, Organizational..., Data Entry, Bill of Materials, Tutoring, Volunteering, Community Outreach, Bilingual-English/Spanis..., Animal Welfare, Public Health Law, Health Education, Cpr Certified, Paramedic, Customer Service, Construction, Photography, Muse
Education
CUNY Bronx Community College
Associate in Applied Sciences, Radiologic Technology/Science - Radiographer
College of New Rochelle 2000 — 2004
Bachelor of Arts (BA), Social Sciences
Morgan Stanley September 2014 - Present
Morgan Stanley July 2010 - Present
Morgan Stanley July 2010 - Present
Skills
Budgeting, Research, Confidentiality, Vendor, Internet Research, Outlook, Excel, Word, Microsoft Office, Billing, PowerPoint, Administrative Support, Customer Relations, Administration, Customer Service, Office Management, Event Planning, Writing, Lotus Notes, Event Management, Accounting, Spreadsheets, Scheduling, Expenses, Problem Solving, Accounts Payable, Visio, Calendars, Conferences, Documentation, Insurance, Coordination, Teamwork, Invoicing, Time Management, Negotiation, Fundraising, Accounts Receivable, Employee Relations, Typing, Administrative..., Microsoft Excel, Onboarding, Human Resources, System Administration, Interviews, Budgets, Microsoft Word, Meeting Planning, Office Administration
Education
County College of Morris 1998 — 2001
Certificiations, Business Administration
County College of Morris
Business Administration
Morgan Stanley 1997 - 2012
Skills
Series 63, Derivatives, Fixed Income, Bloomberg, Alternative Investments, Equities, Financial Services, Accounting, Middle Office, Financial Analysis, Hedge Funds, Series 7, Investments, Corporate Actions, Investment Banking, Securities, Asset Management, Trading Systems, Portfolio Management, FX Options, Swaps, Bonds, Financial Modeling, Capital Markets, Risk Management, Microsoft Office, Banking, Trading, Microsoft Excel, Securities Lending, Options, ETFs, Prime Brokerage, Mutual Funds, Financial Risk, Settlement, Account Reconciliation, Equity Derivatives, Business Analysis
Education
CUNY Medgar Evers College 2008 — 2012
Bachelor of Science, Accounting, 3.6
Morgan Stanley Private Bank National Association July 2014 - Present
Morgan Stanley Wealth Management November 2012 - Present
Bank of America May 2011 - November 2012
Morgan Stanley January 2005 - October 2010
JPMorgan Chase December 1998 - December 2004
Skills
Legal Research, Legal Compliance, FINRA, Financial Risk, Drafting Agreements, AML, KYC, Series 7, Securities, Insurance, Mutual Funds, Securities Regulation, Financial Advisory, Negotiation, Client Money, UK Financial Services..., Ownership and Control..., Global Cash Management, eBanking, Global Cards, Manage Client..., Financial Institutions, Shell Banks, Cash Management, Anti Money Laundering
Education
CUNY New York City College of Technology
Bachelor of Science (BSc), Law & Paralegal Studies ABA Approved
New York Career Institute
Associate of Science (A.S.), Paralegal Studies
Morgan Stanley August 2010 - Present
MML Management Consultants, Inc. January 2009 - November 2011
Trade-Mark Coffee Corporation June 2007 - December 2008
Trade-Mark Coffee Corporation November 1991 - June 2007
Lesto, Inc. January 1988 - October 1991
Richelieu Group February 1985 - June 1988
Jewel Companies, Inc.(Park Corporation) September 1969 - January 1985
Skills
Food, New Business Development, Consumer Products, Sales Management, Strategic Planning, Cross-functional Team..., Product Development, Marketing Strategy, Income Statement, Negotiation, Sales, Key Account Development, Budgets, Forecasting, Retail, Business Strategy, Account Management, Leadership, Team Building, Start-ups, Management, CRM
Education
Creighton University 1963 — 1969
BSBA, Marketing & Management
Renew Denim September 2010 - June 2012
Morgan Stanley June 2011 - August 2011
Waddell & Reed March 2011 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Financial Analysis, Research, Customer Service, Teamwork, Outlook
Education
Santa Clara University - Leavey School of Business 2012 — 2012
Certificate of Advanced Accounting Proficiency, Accounting
University of California, Davis 2010 — 2012
Bachelor of Science (BS), Managerial Economics
Cuesta College 2008 — 2010
AA, Business Administration
UBS August 2013 - Present
Royal Bank of Scotland March 2013 - July 2013
Morgan Stanley March 2012 - March 2013
International Alliance Associates LLC December 2011 - March 2012
Alpha Capital Corporation July 2011 - December 2011
New York University, Polytechnic and Courant Institute September 2008 - May 2010
Skills
Excel, Pivot Tables, Vlookup, VBA, SQL Server, Oracle, Business Objects, Bloomberg, Capital IQ, Peachtree, Business Analysis, Investment Banking, Risk Management, Portfolio Management, FX trading, Fixed Income, Equities, Financial Planning, Financial Modeling, Data Analysis, Financial Analysis, Research, Banking, Options
Education
New York University 2009 — 2010
Non-Degree, Mathematics and Computing Finance-Courant Institute of Mathematical Sciences
New York University 2008 — 2010
Master of Science, Financial Engineering-Polytechnic School of Engineering
Dalian University of Technology 2002 — 2006
Bachelor of Science, Civil Construction Management
UBS Investment Bank May 2012 - Present
Morgan Stanley August 2007 - April 2012
Goldman Sachs August 2004 - August 2007
NYC & Company November 2002 - November 2003
Skills
Prime Brokerage, Equity Derivatives, Equities
Education
Dartmouth College 1998 — 2002
G4S Technology October 2010 - Present
Constantin Walsh-Lowe 2005 - 2010
United Material Handling September 2004 - September 2005
Hodkinson Associates 2002 - 2005
ECS June 2003 - August 2004
Morgan Stanley April 2003 - May 2003
J.P. Morgan July 2002 - November 2002
Constantin Walsh-Lowe November 1999 - June 2002
Construction Specialties, Inc. February 1999 - November 1999
Castle Fire protection January 1998 - February 1999
Skills
CAD, Telecommunications, Project Management, AutoCAD
Education
County College of Morris 1996 — 1997
Computer Aided Design
Niederrad Research, LP January 1998 - Present
Morgan Stanley January 1983 - January 1998
Merrill Lynch January 1981 - January 1983
Education
D'Amore-McKim School of Business at Northeastern University 1985 — 1987
Morgan Stanley September 2014 - Present
Bell Aliant June 2013 - August 2014
Dalhousie University September 2012 - September 2013
Strattons Wynnorr Farm September 2009 - August 2011
ACAC Fitness & Wellness Center June 2008 - June 2010
Skills
Networking, Troubleshooting, Team Leadership, Project Management, Customer Service, Windows, Leadership, Teamwork, Technical Support, Computer Hardware, Time Management, Public Speaking, Social Networking, Management, Microsoft Word, Social Media, System Administration, Event Planning, Microsoft Office, Research, Microsoft Excel, Telecommunications
Education
Dalhousie University 2011 — 2015
Bachelor of Computer Science
IBM Canada Ltd. January 2014 - Present
Oris4 January 2012 - December 2013
Dalhousie Business Consultants 2012 - 2012
Citco Fund Services 2008 - 2011
Morgan Stanley 2007 - 2008
CGI 2005 - 2007
CIBC 2004 - 2005
KPMG 2003 - 2003
Skills
Business Analysis, Requirements Analysis, Software Quality..., Test Automation, QTP, Project Planning, Test Planning, Operations Management, Project Management, Software Development, Marketing Strategy, Strategy Development, SDLC, Testing, Agile, Databases, Hedge Funds, Investment Banking, Risk Management, Consulting, Agile Methodologies, Test Management, Analysis, User Acceptance Testing, Change Management, Leadership, Telecommunications, CRM, Start-ups, Software Project..., Management, Strategy, Quality Center, Requirements Gathering
Education
Rowe School of Business - Dalhousie University
Master of Business Administration (M.B.A.)
Dalhousie University
BCSc, Computer Science
Gagnon Securities LLC February 2015 - July 2015
State Street January 2014 - July 2014
J.P. Morgan Chase August 2013 - November 2013
J.P. Morgan Chase February 2012 - December 2012
Merrill Lynch May 2010 - December 2010
Morgan Stanley November 2008 - May 2009
National Financial - Fidelity Investments January 2004 - September 2008
Contract Staffing Firms September 2002 - November 2003
Providian Financial June 1996 - July 2002
Skills
Mutual Funds, Securities, Finance, Fixed Income, Financial Services, Banking, Investments, Analysis, Wealth Management, Investment Banking, Trading, Account Maintenance, Back Office, Funding, Settlement, Financial Risk, Hedge Funds, Shares, Employee Benefits, Microsoft Excel, Microsoft Office, Fixed Income -..., International Trade..., Mutual Funds -..., Mutual Fund..., Financial Advisory and..., USD Wire Payments and..., Non-ACAT Mutual Fund..., P&S Trade Confirmation, CDSC Processing for..., ACAT Processing and..., DST & Advisor Central, Hedge Fund Operations, AML / KYC Entity..., Hedge Fund Documentation
Education
Rowan University 1976 — 1978
Bachelors, Communications
County College of Morris 1974 — 1976
Associates, Liberal Arts
MCIC Vermont, LLC January 2015 - Present
Flushing Bank May 2013 - May 2014
Citigroup August 2005 - November 2011
Morgan Stanley 2004 - 2005
Prudential Financial 2000 - 2002
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Investments, Microsoft Office, Financial Modeling
Education
CUNY York College 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Accounting
Morgan Stanley September 2014 - Present
Morgan Stanley June 2013 - September 2014
Unidos Financial Services INC July 2012 - August 2012
Health Plus June 2011 - August 2011
Skills
Data Analysis, Finance, Microsoft Excel, Microsoft Office, PowerPoint, Databases, Microsoft Word, Photoshop, Teamwork, Forecasting, Public Speaking, Interpersonal..., Interpersonal Leadership, Loan Origination, Teaching, Python, Customer Service, Research, English
Education
Lehman college 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
CUNY Bronx Community College 2009 — 2011
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Morgan Stanley October 2013 - Present
Nokia Siemens Networks October 2011 - August 2012
Skills
C++, Java, Python, PHP, C, Perl, SQL, Unix, Agile Methodologies, Linux
Education
Cranfield University 2012 — 2013
Master of Science (MS), Computer Software Engineering
Eötvös Loránd Tudományegyetem 2007 — 2010
Bachelor's degree, Computer Software Engineering
Bleakley Financial Group June 2015 - Present
HSBC Securities October 2013 - June 2015
Wells Fargo January 2013 - October 2013
Morgan Stanley March 2012 - January 2013
Bank of America September 2007 - March 2012
Skills
Personal Financial..., Customer Service, Team-oriented, Estate Planning, College Education..., Microsoft Office, Strategic Financial..., Financial Advisory, Sales, Asset Allocation, Notary Public, Personal Banking, Public Speaking, Series 7, Uniform Combined State..., Equities, Fixed Income, Mutual Funds, ETFs, Retirement Planning, Life Insurance, Credit, Investments, Loans, Financial Services, Finance, IRAs, Financial Planning
Education
Ramapo College of New Jersey-Anisfield School of Business(AACSB Accredited) 2008 — 2010
Bachelor of Sciences, Business Administration and Management, General
County College of Morris 2005 — 2007
Associates of Arts, Business Administration, Liberal Arts and Sciences
Kinnelon High School 2001 — 2005
Oppenheimer February 2011 - December 2013
Williams Financial Group January 2010 - February 2011
Merrill Lynch August 2007 - February 2009
Morgan Stanley December 2003 - August 2007
Southwest Securities January 2000 - December 2003
Education
Dallas County Community College 1994 — 1995
Office Technology
J.P. Morgan June 2011 - Present
J.P. Morgan March 2008 - June 2011
J.P. Morgan September 2007 - April 2008
Morgan Stanley July 2007 - September 2007
Morgan Stanley May 2007 - July 2007
Manhattan Yacht Club July 2006 - January 2007
Delamar Greenwich Harbor 2005 - 2005
Delamar Greenwich Harbor 2005 - 2005
Skills
Fixed Income, Trading, Securities Lending, Emerging Markets, Prime Brokerage, Wealth Management, Bloomberg, Equities, Securities, Hedge Funds, Derivatives, Investments, Financial Analysis, Financial Modeling
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), International Management & Entrepreneurial Studies
Roger Williams University 2002 — 2006
Bachelor of Science, Business Management
Cheshire Academy 1999 — 2002
Morgan Stanley February 2012 - Present
Mavenir Systems (formerly Airwide Solutions) 2009 - 2011
Airwide Solutions 2007 - 2008
Airwide Solutions 2004 - 2007
SchlumbergerSema 2001 - 2004
Sema 2000 - 2001
Sema Group / Cellcom 1998 - 2000
Sema Group UK Ltd 1996 - 1998
Hobart July 1994 - July 1994
Euro Disney Associés SCA June 1993 - August 1993
Skills
Configuration Management, SMPP, CVS, SMS, Telecommunications, Unix, Messaging, GSM, Business Analysis, Software Documentation, Wireless, Production Managment, Incident Management, Change Management, Technical Support, Technical Writing, Team Leadership, Process Improvement, Problem Management, Troubleshooting, Continuous Improvement, ITIL Service Strategy, Technical Training, Mobile Devices, SDLC, CDMA, Release Management, Software Deployment, Program Management, Cross-functional Team..., ITIL
Education
University of Leicester 1992 — 1996
BSc (Hons), First Class, Mathematics
Danmarks Tekniske Universitet 1994 — 1995
ERASMUS, Mathematics
FMRTL Wealth Advisors, LLC July 2011 - Present
BBR Partners May 2011 - July 2011
Morgan Stanley Smith Barney November 2010 - May 2011
Morgan Stanley 2010 - 2011
Morgan Stanley 2010 - 2011
Rampart Investment Management March 2006 - August 2010
KMC Productions July 2004 - March 2006
Walt Disney World June 2003 - January 2004
Education
Northeastern University - Graduate School of Business Administration 2008 — 2010
Master of Business Administration (M.B.A.), MBA
Northeastern University 2001 — 2005
BA, Communications
BMO Nesbitt Burns January 2014 - Present
Scotiabank August 2013 - January 2014
Morgan Stanley June 2011 - July 2012
Skills
Equities, Fundamental Analysis, Analysis, Financial Modeling, Microsoft Excel, Risk Management, Microsoft Access, Valuation, Business Requirements, Statistical Data..., Mathematical Modeling, Money Market, VBA, Finance
Education
Coventry University 2009 — 2013
Bachelor of Science (BSc), Business Mathematics, First Class (Hons)
TPG Capital July 2015 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley January 2014 - March 2014
Committee for a Responsible Federal Budget June 2012 - August 2012
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Mathematics
University of Oxford
Keble College, Economics
Centerview Capital July 2015 - Present
Morgan Stanley June 2013 - July 2015
Dartmouth College January 2012 - March 2013
Morgan Stanley June 2012 - August 2012
Rutter Associates LLC January 2011 - March 2011
Skills
Microsoft Excel, PowerPoint, Investment Banking, Microsoft Office, Data Analysis, Microsoft Word, Social Media, Financial Modeling, Research, Editing
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of California, Berkeley, Haas School of Business January 2015 - Present
Morgan Stanley November 2014 - March 2015
Morgan Stanley June 2014 - November 2014
McGill University January 2013 - June 2014
Bell Labs, Alcatel-Lucent June 2012 - December 2012
Skills
Algorithms, LaTeX, Linux, Embedded Systems, Signal Processing, C, C++, Java, Computer Science, VHDL, Matlab, Python, Telecommunications, Software Engineering, Eclipse, DSRC, IEEE 802.11, Software Defined Radio, Data Analysis, Research, R, Programming
Education
University of California, Berkeley, Haas School of Business 2015 — 2016
Master's Degree, Master of Financial Engineering
McGill University 2013 — 2014
Master's degree, Computer Science, GPA: 3.85/4.0
Politecnico di Torino 2009 — 2012
Bachelor's degree, Computer Science, summa cum laude (110 e lode/110), GPA: 3.8/4.0
Technical University of Denmark 2011 — 2011
Summer Program in Telecommunication, Computer Systems Networking and Telecommunications, GPA:4.0/4.0
Northeastern Student Value Fund January 2015 - Present
Northeastern University January 2015 - Present
Morgan Stanley May 2015 - July 2015
San Marino Little League Snack Shop January 2014 - May 2014
Skills
PowerPoint, Financial Analysis, Microsoft Office, Public Speaking, Research, Management, Leadership, Customer Service, Microsoft Excel, Microsoft Word, Report Writing, Project Management, Marketing
Education
D'Amore-McKim School of Business at Northeastern University 2014 — 2019
Business Administration with Dual Concentration in Finance and Accounting, GPA: 4.0
San Marino High School 2010 — 2014
High School Diploma
W.J. Bradley Mortgage Capital, LLC May 2015 - Present
W.J. Bradley Mortgage Capital, LLC May 2014 - Present
David Kemp Tutorial Services August 2010 - May 2014
Grace Bible Church June 2012 - December 2013
Morgan Stanley November 2007 - June 2009
Bridger Wilderness Outfitters June 2007 - September 2007
US Air Force September 2004 - June 2007
Skills
Leadership, Fundraising, Volunteer Management, Public Speaking, Teaching, Strategic Planning, Financial Analysis, Analysis, Finance, Nonprofits, Microsoft Excel, Budgets, Research, Team Leadership, Management, Leadership Development, Team Building, Program Management, Microsoft Office, Business Analysis, VBA, Data Modeling, Excel Dashboards
Education
Dallas Theological Seminary 2009 — 2013
ThM, History of Philosophy/Theology, 3.8 GPA
Houghton College 2000 — 2004
BS, Business Administration;, 3.3 GPA
Morgan Stanley July 2015 - Present
General Electric (GE) December 2014 - July 2015
Erste Bank Hungary June 2014 - September 2014
Erste Bank Hungary June 2013 - September 2013
Skills
Corporate Finance, Financial Risk, Financial Analysis, Microsoft Office, Finance, Public Speaking, Business Valuation, Financial Accounting, Stock Market, Bloomberg, SAP ERP, Custodial Services, Factoring, Cash Management, VBA, SQL, Investments, Hyperion, Financial & Operational..., Microeconomics, Macroeconomics
Education
Budapesti Corvinus Egyetem 2011 — 2014
Bachelor's Degree, Accounting and Finance
Veres Pálné Secondary School 2007 — 2011
High School, Mathematics
Morgan Stanley February 2015 - Present
Wells Fargo March 2013 - February 2015
Wells Fargo December 2011 - March 2013
Wells Fargo December 2010 - January 2012
San Luis Obispo Children's Museum January 2010 - March 2010
San Luis Obispo Children's Museum May 2008 - February 2010
American Red Cross San Luis Obispo February 2008 - December 2008
Redefined Property Services, Inc August 2007 - February 2008
Skills
Banking, Leadership, Customer Service, Data Entry, Sales, Training, Risk Management, Microsoft Office, Coaching, Management, Accounting, Team Leadership, Team Building, Microsoft Excel, Microsoft Word, Credit
Education
Foothill College 2011 — 2013
Associate of Arts (AA), General Studies, English
Cuesta College 2007 — 2009
English, Psychology
University of California, Irvine 2005 — 2006
English, Psychology
Financial Legacy Partners Wealth Advisors of Raymond James October 2014 - Present
Financial Legacy Partners Wealth Advisors of Raymond James September 2006 - Present
Morgan Stanley March 2003 - September 2006
Skills
Hold Series 7, Hold Series 66, Life & Health Insurance..., Long Term Care Insurance, Series 7, Securities, Mutual Funds, Investments, Financial Advisory, Retirement Planning, Portfolio Management, Estate Planning, Asset Management, Retirement
Education
Western Illinois University 1997 — 2000
Bachelor's Degree, Law Enforcement Justice Administration
Danville Area Community College 1997 — 1998
Law Enforcement Justice Administration
Oakwood High School 1994 — 1997
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
E*TRADE Financial June 2012 - August 2012
EarthLink December 2011 - January 2012
Skills
Analytics, Data Analysis, Quantitative Analytics, Microsoft Excel, Structured Investments, PowerPoint, Statistics, Public Speaking, Finance
Education
Dartmouth College 2010 — 2015
Bachelor's degree, Economics and Mathematics
New Canaan High School 2006 — 2010
SouthStar Energy Services January 2011 - Present
SouthStar Energy Services August 2007 - January 2011
AGL Resources May 2005 - August 2007
Columbian Chemicals Company November 2003 - May 2005
Mirant Corporation December 2002 - November 2003
Woodward Marketing, LLC December 2001 - November 2002
The New Power Company November 2000 - November 2001
First Union Capital Markets July 1998 - November 2000
Morgan Stanley March 1995 - July 1998
Town of Groton December 1992 - March 1995
Skills
Forecasting, Financial Analysis, Budgeting, Natural Gas, Pipelines, Energy, Scheduling, Energy Industry, Natural Gas Trading, Logistics, Variance Analysis, Analysis, Budgets, Finance
Education
Creighton University 2009 — 2011
Master's degree, Security Analysis and Portfolio Management
Eastern Connecticut State University 1990 — 1992
Bachelor's degree, Economics
Kreater Social Innovation Agency - Innovative Generation program March 2015 - June 2015
Schneider Electric 2013 - 2014
BP 2010 - 2013
Morgan Stanley 2009 - 2010
Sanofi-Aventis Zrt. March 2007 - August 2007
Skills
Finance, SAP, Process Improvement, Financial Reporting, Accounting, Six Sigma, Banking, Project Management, Business Process, Transfer Pricing, Management, Event Management, Supply Chain, Yellow Belt, Business Strategy, Transition Management, Start-ups, Change Management, Business Modeling, Validation
Education
Corvinus University of Budapest 2004 — 2009
Master's degree, Business Administration and Management, Business Communication
Morgan Stanley 1999 - 2008
Piper Jaffray 1998 - 1998
Education
Creighton University 1994 — 1998
Morgan Stanley January 2014 - Present
SunEdison September 2011 - January 2014
Solar Power Partners June 2010 - September 2011
GCA Savvian Advisors July 2008 - November 2009
Copal Partners June 2007 - August 2007
Long River Ventures June 2006 - August 2006
Skills
Renewable Energy, Solar, Project Finance, Origination, Structuring, Modeling, Cleantech, Business Strategy, Corporate Finance, Solar Energy, Financial Structuring, Venture Capital, Due Diligence, Investments, Investment Banking, Structured Finance, Mergers & Acquisitions, Portfolio Management, Private Equity, Business Development, Financial Modeling, Corporate Development, Analysis
Education
Dartmouth College
BA
Amherst Regional High School
St. James Consulting, LLC June 2012 - Present
Morgan Stanley June 2011 - May 2012
Wells Fargo Advisors September 2001 - June 2011
Skills
Investment management..., Marketing Strategy, Experienced Speaker, Portfolio Analysis, Personal Financial..., Portfolio Management, Insurance, Asset Management, Risk Management, Wealth Management, Investments, Securities, Financial Analysis, Finance, Trading, Banking, Alternative Investments, Financial Markets
Education
CUNY New York City College of Technology 1964 — 1969
Building Construction Technology
High School of Art and Design 1958 — 1961
Commercial and Advertising Art
Vodafone October 2014 - Present
Morgan Stanley September 2010 - September 2014
Lawson Business Consulting, LLC February 2010 - September 2010
Tangoe, Inc. January 2009 - February 2010
Tangoe Inc., January 2009 - January 2010
Telwares 2008 - 2009
Vercuity (Now Telwares) 2005 - 2009
Global Crossing 2003 - 2005
Genosys Technology Management 2000 - 2003
Level 3 Communications 1999 - 2000
Skills
Telecommunications, CRM, Strategy, Management, Business Development, Account Management, Start-ups, Vendor Management, Consulting, Contract Negotiation, Business Intelligence, Professional Services, SaaS, Managed Services, Mobile Devices, Leadership, Procurement, Network Provisioning, Order Management, VoIP, Strategic Partnerships, Customer Retention, Wireless, Budgets, New Business Development, IP, MPLS, Training, IT Sourcing, TEM
Education
County College of Morris 1989 — 1990
Hanover Park H.S. 1985 — 1989
Diploma
US Federal Government January 2013 - Present
UBS June 2010 - August 2011
Credit Suisse/Goldman Sachs/Federal Reserve Bank October 2001 - May 2009
Warner Bros. Entertainment Group of Companies May 2001 - September 2001
Morgan Stanley July 1998 - May 2001
AT&T WorldNet July 1997 - July 1998
HSBC (Beneficial) January 1988 - June 1997
Skills
Customer Service, Customer Support, Client Liaison, Information Management, Internal Communications, IT Service Management, Business Relationship..., Program Management, Social Media, Business Transformation, Document Management, Change Management, Operations Management, Product Management, Management, Infrastructure, Microsoft Technologies, Information Security, Direct Sales, Marketing Intelligence, Building Business..., Business Development, Pricing Strategy, Client Co-ordination, Customer Experience, IT Transformation, Microsoft Infrastructure, Software Implementation, Infrastructure Projects, Technical Staff..., Instructor-led Training, Business Management, Technical Writer, Technology Liaison, Technical Training, Regulatory Requirements, Information Security..., Business Owner Planning, CRM, Business Intelligence, Coaching, Employee Training, PMO, Vendor Management, Budgets, Customer Satisfaction, Policy, Time Management, Onboarding, Strategy
Education
County College of Morris
New York University
Boehringer Ingelheim August 2013 - Present
PepsiCo May 2013 - August 2013
Elsag North America January 2012 - December 2012
ITT 2009 - 2011
Morgan Stanley January 1999 - January 2009
Morgan Stanley 1999 - 2009
Morgan Stanley 1999 - 2009
Morgan Stanley 1999 - 2009
Morgan Stanley 1999 - 2009
New York University 2000 - 2007
Skills
Microsoft Office, Administrative Support, Spreadsheets, Calendars, Outlook, Invoicing, Excel, Audio Conferencing, PowerPoint, Expenses, Word, Office Management, Typing, Supplies, Scheduling, Confidentiality, Coordination, Expense Management, Accounts Payable, Vendor, Inventory Management, Data Entry, General Office Duties, Customer Service, Policy, Budgeting, Fax, Research, Special Projects, Lotus Notes, Accounts Receivable, Administrative..., SAP, Concur, Event Planning, complex calendar, Multi-segment travel, SharePoint, Process Improvement, PeopleSoft, Human Resources, Interviews, Team Building, Employee Benefits, Employee Relations, Recruiting, Marketing, Microsoft Excel
Education
Daemen College
BA, History and Government
Daemen College
BA, History and Government Minor in Art
NY Institute of Finance
Analyst program
Truman High School
Truman High School
Truman High School
Truman High School
Educational Testing Service (ETS) February 2012 - Present
Morgan Stanley January 2010 - February 2012
Barclays Capital 2011 - 2012
Partsearch Technologies 2007 - 2008
Keane Canada Inc 2005 - 2006
Skills
Spring, XML, Java, CSS, Hibernate, FIX, Equities, SAX, StAX, JAXB, Flex, JPA, Perl, Shell Scripting, Unix, TIBCO Rendezvous, J2EE, Software Project..., PMP, SQL Server 2000-2008, SQL*Plus, PL/SQL, Multithreading, Sun Certified Java..., JMS, P4, Subversion, AJAX, Cairngorm, Maven, Oracle, Sybase, DB2, Apache Camel, Big Data, Hadoop, Web Services, Java Enterprise Edition, Weblogic, Spring Framework, Microsoft SQL Server
Education
Dalhousie University 2004 — 2005
Master of Science (M.S.), Computer Science
Morgan Stanley June 2011 - Present
PwC October 1997 - June 2011
Skills
Financial Reporting, Financial Modeling, Hedge Funds
Education
D'Amore-McKim School of Business at Northeastern University 1996 — 1997
MBA, Accounting
Drew University 1991 — 1995
Collective January 2010 - July 2014
Deutsche Bank AG May 2008 - December 2009
Morgan Stanley August 2002 - May 2008
Memorial Sloan-Kettering Cancer Center August 2000 - August 2002
Skills
Project Management, Windows, Technical Support, Software Documentation, Troubleshooting, Data Migration, Visual Basic, Networking, Database Administration, Servers, Microsoft Office, Data Center, Integration, Linux, IT Management, Management, SharePoint, System Deployment, Citrix, TCP/IP, Strategy, Software Installation, Visio, Information Technology, VPN, Leadership, ITIL
Education
County College of Morris 1998 — 2000
A.A.S., Computer Science
Berkeley College
Information Systems Management
Morgan Stanley October 1988 - Present
Morgan Stanley January 1997 - December 1999
CICC July 1997 - November 1998
Skills
Capital Markets, IPO, Valuation, Equities, Equity Capital Markets, Convertible Bonds, Investment Banking, Financial Structuring, Fixed Income, Derivatives, Venture Capital, Bloomberg, Financial Modeling, Capital Raising, Corporate Finance, Hedge Funds, High Yield, Equity Derivatives, Equity Valuation, Private Equity, Strategy, Asset Management, Mergers & Acquisitions, Finance, Investment Management, LBO, Alternative Investments, Emerging Markets, Private Placements, Joint Ventures, Equity Research, Corporate Development, Capital, M
Education
Dartmouth College 1984 — 1988
BA, History (major)/Asian Studies (minor)
Thomas A. Edison High School 1980 — 1984
Morgan Stanley Credit managerWells Fargo Financial2006 - 2007
Senior Technologies Inc 2000 - 2002
Education
Creighton University 2006 — 2007
MBA
University of Nebraska at Omaha 2002 — 2005
Anderson's Bookshop October 2000 - Present
Kemper Insurance January 1996 - October 2000
SecurityLink January 1993 - January 1996
Morgan Stanley January 1991 - January 1993
Chicago Mercantile Exchange May 1989 - January 1991
Education
Culver Stockton College 1985 — 1989
Raiffeisen February 2006 - Present
Raiffeisen Bank, Hungary 2006 - Present
Morgan Stanley 2002 - 2006
National Bank of Hungary 1996 - 2002
Skills
Financial Markets, Fixed Income, Capital Markets, Investment Banking, Bloomberg, Banking, Portfolio Management, Derivatives, Financial Analysis, Credit, FX Options, Treasury, Bonds, Emerging Markets, Structured Products, Credit Risk, Credit Analysis, Trading, Structured Finance, Money Market, Corporate Finance, Financial Risk
Education
CAIA 2010 — 2011
CAIA
CFA 1998 — 2001
CFA
Corvinus University of Budapest 1990 — 1996
MSC, finance
Capital Investment Management September 2015 - Present
American Century Investments October 2010 - 2015
American Century Investments May 2008 - September 2010
Oppenheimer Funds & OFI Private Investments September 2006 - April 2008
Morgan Stanley September 2002 - May 2006
Education
University of Missouri-Columbia 1997 — 2001
BS, Agricultural Economics
Czech University of Life Sciences Prague 1999 — 1999
Summer Study Abroad
Computer Design & Integration, LLC November 2012 - Present
Bank of Tokyo-Mitsubishi UFJ August 2012 - October 2012
Atlantic Health March 2008 - August 2012
Libgo Corporation November 2006 - February 2008
Shared Technology Services Group May 2004 - November 2006
Grey Global Group May 2004 - November 2006
Morgan Stanley 2000 - 2002
Skills
Cisco Technologies, BGP, CCNP, Routing, Network Architecture, Switches, Data Center, OSPF, Network Security, EIGRP, CCNA, Network Design, LAN-WAN, Network Engineering, Firewalls, Routing Protocols, Routers, TCP/IP, Networking, Enterprise Architecture, DNS, VPN, CCDP, WAN, VMware, Cisco Call Manager, System Deployment, Security, F5 BigIP, Active Directory
Education
William Paterson University of New Jersey 1998 — 2002
B.S., Computer Science
County College of Morris 1991 — 1994
Biology, Microbiology
Micropower Business Solutions
San Jose La Salle
CVS Health December 2014 - Present
Morgan Stanley 2008 - November 2014
LJ Forensics January 2002 - August 2008
Skills
Litigation Support, Computer Forensics, Incident Response, Computer Forensics,..., Risk Management, Information Security, IT Audit, Security, Private Investigations, Forensic Analysis, PCI DSS, Information Security..., Vulnerability Assessment, Digital Forensics, Computer Security, Fraud, Information Technology, Investigation, Leadership
Education
University of Phoenix 2011 — 2012
MBA in Technology
University of Phoenix 2004 — 2006
BS Criminal Justice Administration, Criminal Justice
County College of Morris 1983 — 1986
Computer Information Systems
Sweetbriar Capital LLC September 2011 - Present
NEXTGEN LLC September 1995 - Present
Morgan Stanley August 1988 - July 1991
Skills
Mergers & Acquisitions, Business Strategy, Due Diligence, Management, Finance, Restructuring, Process Improvement, Investments, Corporate Development, Valuation, Project Planning, Healthcare, Capital Markets
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
Dartmouth College 1984 — 1988
AB
NKD Industrial Inc. July 2013 - Present
Goldman Sachs October 2008 - July 2009
Goldman Sachs October 2008 - July 2009
UBS Investment Bank December 2006 - September 2007
Morgan Stanley September 2005 - July 2006
Skills
Excellent..., Excellent attention to..., Able to work..., Securities, Management, Strategic Planning, Marketing Strategy, Microsoft Office, Negotiation, Policy, Customer Service, Financial Services, PowerPoint, Finance, Microsoft Excel, Training, Financial Analysis, Account Management, Derivatives, Microsoft Word, Account Reconciliation, Trading, Leadership, Business Strategy, Performance Management, Sales, Accounts Receivable, Payroll, Team Building, Team Leadership, Time Management, Business Development, Data Analysis, Outlook, Leadership Development, Operations Management, Risk Management, Project Management, Research, Teamwork, Access, Public Speaking, Business Analysis, Human Resources, Process Improvement, Accounting, Employee Relations, Marketing, FINRA, Financial Accounting
Education
LIU Brooklyn 2011 — 2013
MBA, Management
CUNY York College 2001 — 2005
Bachelor of Science (B.S.), Business Administration
UBS Financial Services, Inc August 2011 - Present
Merrill Lynch September 2008 - August 2011
Morgan Stanley March 2002 - September 2008
Education
Northeastern University - Graduate School of Business Administration 1999 — 2003
Accounting and Finance
Wells Fargo Advisors June 2015 - Present
Wells Fargo Advisors January 2014 - June 2015
Wells Fargo Advisors, LLC October 2010 - January 2014
Wells Fargo Advisors, LLC August 2008 - November 2010
Morgan Stanley June 2007 - August 2008
Numerof & Associates, Inc. 2004 - 2007
Education
Creighton University 1999 — 2003
Symbolic IO November 2013 - Present
Symbolic IO July 2012 - October 2013
Expedia Inc. May 2011 - July 2012
Accenture January 2008 - February 2011
Morgan Stanley January 2008 - January 2011
Redknee May 2005 - January 2008
China Telecom (Guangzhou) 1997 - 1999
Skills
C++, Software Engineering, Software Development, Unix, Linux
Education
Dalhousie University 2000 — 2002
M.Sc, Computer Science
Huazhong University of Science and Technology 1993 — 1997
B.Eng, Electronics Engineering
sheng shi 1987 — 1993
General Dynamics Commercial Cyber Services October 2014 - Present
General Dynamics Information Technology April 2013 - October 2014
General Dynamics Information Technology January 2011 - March 2013
Morgan Stanley April 2008 - January 2011
Cablevision Systems Corporation August 2007 - April 2008
Skills
Business Analysis, Financial Modeling, Financial Analysis, Risk Management, Business Process..., Process Improvement, Valuation, Requirements Analysis, Strategic Planning, Financial Reporting, Business Development, Finance, Accounting, Business Strategy, Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2012 — 2016
Master of Business Administration (M.B.A.), Finance
James Madison University - College of Business 2002 — 2007
Bachelor of Business Administration (BBA), Finance, Marketing
DCCCD February 2012 - Present
DCCCD August 2012 - Present
Redwine Realty & Investments January 2000 - January 2012
North Lake College January 2009 - December 2009
Internal Revenue Service May 2008 - March 2009
Electronic Data Systems May 2007 - August 2007
North Lake College October 2005 - January 2006
Dallas Public Schools January 1998 - January 2006
Fisk Board Of Trustees April 1996 - May 1997
Morgan Stanley May 1994 - August 1994
Skills
Access, Finance, Leadership, Financial Reporting, Accounting, Analysis, Auditing, Account Reconciliation, General Ledger, Microsoft Excel, SAP, Research, Financial Statements, Management, Training, Nonprofits, Customer Service, Mergers & Acquisitions, Human Resources, Budgets, Policy, Invoicing
Education
Dallas County Community College 2009 — 2011
Certification, Mortgage Banking/Real Estate
University of Texas at Dallas - Naveen Jindal School of Management 2006 — 2008
M.S.-Accounting, Internal Audit, ERP Systems
Fisk University 1993 — 1997
Undergraduate, History/English
Keane August 2005 - Present
Morgan Stanley 2006 - 2008
Education
Dalhousie University 2000 — 2005
BCSc, Computer Science
Morgan Stanley September 1968 - January 2008
Skills
Purchasing, Equities, Mutual Funds, Accounts Payable, Financial Services, Fixed Income, Series 7, Hardware, Bloomberg
Education
Dallas County Community College
Diana Germanov Actuarial Consulting LLC 2008 - Present
Morgan Stanley 2002 - 2008
Ernst & Young 1999 - 2002
Aon Hewitt 1996 - 1999
Ledyard Financial Group, Inc. 1995 - 1996
Skills
Pensions, Corporate Finance, Investments, Enterprise Risk..., Defined Benefit, Financial Modeling, ALM, Capital Markets, Financial Risk, Insurance, Life Insurance, Risk Management, Structured Finance
Education
Dartmouth College
Bachelor of Arts (B.A.), Mathematics
Morgan Stanley 1993 - Present
James G. Kennedy & Co (JGK Construction) March 1987 - March 1993
Federal Reserve Bank of New York (formerly Irving Trust Company) September 1983 - March 1987
Skills
Ariba, E-procurement, Microsoft Office, Visio, Training Coordinator &..., Vendor Management, Process Improvement, Strategic Sourcing, Business Process..., Outsourcing, Procurement, Risk Management, Management, Business Analysis, Operations Management, Change Management, Contract Management, Contract Negotiation, Business Transformation, Training, Program Management, Business Objects, Project Management, Project Delivery, Strategy, Management Consulting
Education
CUNY New York City College of Technology
Associates Degree
ATF February 2015 - Present
Florida Power & Light via Samico June 2014 - February 2015
Department of Veterans Affairs November 2013 - June 2014
Ocwen Financial Corporation January 2012 - July 2013
Terminix December 2009 - January 2012
Morgan Stanley April 2006 - January 2009
Laurel Oak Financial Services March 2004 - March 2006
Mortgage Partners Inc May 2002 - February 2004
PC Connection January 2001 - May 2002
H&R Block May 1996 - November 2000
Skills
Business Development, Investor Relations, Operations Management, Project Management, SDLC, Analytics, Pricing, Modeling, Credit, Key Performance..., Sales, Sales Operations, Sales Management, International Relations, International Sales, Customer Service, Data Warehousing, Disaster Recovery, Military Experience, USDA, Customs Regulations, Inspection, Military Training, Military Justice, Treasury Services, Sales Presentations, Financial Risk, Foreclosures, Government, Loans, Leadership, Operating Systems, MS Office Suite, Microsoft Word, Microsoft Excel, Visio, Quality Auditing, Strategic Planning, New Business Development, Contract Negotiation, Non-profits, Underwriting, User Acceptance Testing, Public Speaking, Management, Training, Finance, Executive Management, Mortgage Lending, Loan Origination
Education
Northeastern University
Master of Business Administration (MBA), MBA
Project Management Training (PMP) International Institute for Learning, Inc 2009 — 2009
PMP, Project Management
Daniel Webster College 2000 — 2002
BS, Management & Information Technology
Middlesex Community College 1996 — 1998
AS, Criminal Justice
US Customs School 1992 — 1992
"US Customs Certification", US Customs, Department of Agriculture and DEA Training Certified.
Military Police School 1992 — 1992
US Army, Criminal Law/Military Law
American Legion Extension Institute 1997 — 1997
Certificate, US Military History
Credit Suisse June 2013 - Present
Morgan Stanley October 2010 - June 2013
Credit Suisse First Boston June 2010 - January 2011
Liquidnet 2009 - 2010
PAR Tech March 2009 - November 2009
Proxense October 2008 - March 2009
Dycom July 2008 - September 2008
Cross Match Technologies October 2006 - July 2008
BankAtlantic October 2005 - October 2006
Careers USA March 2005 - October 2005
Education
County College of Morris 1999 — 2001
Yum! Brands May 2015 - Present
Yum! Brands December 2014 - May 2015
Yum! Brands June 2014 - November 2014
FTI Consulting March 2013 - May 2014
Goldman Sachs January 2008 - February 2010
Goldman Sachs January 2006 - December 2007
Goldman Sachs January 2005 - December 2005
Dresdner Kleinwort July 2002 - November 2004
Morgan Stanley January 2001 - May 2002
Skills
Financial Modeling, Valuation, Negotiation, Due Diligence, Workout, Debt Restructuring, Documentations, Credit Analysis, Financial Analysis, Leadership, Restructuring, Mergers & Acquisitions, Equities, Business Valuation
Education
Southern Methodist University - Cox School of Business 2000 — 2002
BBA, Financial Consulting, 4.0/4.0
Dallas Theological Seminary 2010 — 2012
MA in Biblical Studies, Study of theology for lay leaders/professionals, 3.96/4.0
Morgan Stanley 2008 - Present
Portable Sound Laboratories August 2006 - May 2011
RC International 2004 - 2010
Wachovia Securities Financial Network December 1999 - August 2008
Smith Barney September 1995 - December 1999
Continential Indoor Soccer League August 1989 - August 1995
Skills
Investments, Business Strategy, Series 7, Asset Allocation, Strategic Planning, Alternative Investments, Start-ups, Series 63, New Business Development, Investment Strategies, Investment Advisory, Wealth Management
Education
D'Amore-McKim School of Business at Northeastern University 1987 — 1989
MBA, Finance
Gonzaga University 1981 — 1987
BA, Economics
Gonzaga University 1981 — 1986
B.B.Ad., International Business
Windrose Advisors March 2011 - Present
Advisory Consulting Services March 2009 - December 2010
Athena Capital Advisors October 2002 - February 2009
Thinking Investments, Inc. January 2001 - February 2002
JPMorgan Chase September 1999 - December 2000
SunGard Financial Systems August 1998 - September 1999
The D. E. Shaw Group 1996 - 1998
Morgan Stanley January 1995 - February 1996
Adviser Investments 1993 - 1995
Fidelity Investments 1986 - 1993
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Wealth Management, Start-ups, Performance Reporting, Leadership, Investment Advisory, Trading, Financial Services, Securities, Asset Management, securities trading, Investments, Mutual Funds, Private Equity, Management, Capital Markets, Equities, Fixed Income, Private Clients
Education
Northeastern University - Graduate School of Business Administration 2011 — 2012
Master of Business Administration (M.B.A.), Finance
Providence College
B.S., Business Management
SRU ELECTRIC INC October 2013 - Present
MLN Brokerage Services October 2004 - January 2015
BrokersXpress Chicago 2004 - September 2012
Man Financial March 1995 - October 2004
Morgan Stanley 1986 - 1989
Skills
Options, Hedging, Equities, Brokerage, Brokers, Traders, Analysis, Online Advertising, ETFs, Series 7, Proprietary Trading, Series 63, Series 24, Trading, Investments, Asset Management, Portfolio Management, Financial Markets, Trading Strategies, Alternative Investments, FINRA, Securities, Finance
Education
University of Oregon 1991 — 1995
BS, Marketing/Finance
D'Amore-McKim School of Business at Northeastern University 1990 — 1991
MBA, Finance
TMX Group July 2014 - Present
Wells Fargo October 2013 - May 2014
Morgan Stanley March 2012 - August 2013
Evault backup solution June 2010 - February 2012
Midax March 2008 - June 2010
IBM January 2007 - December 2007
Citibank July 2006 - December 2006
ChinaBank January 1999 - January 2001
Pingan Insurance January 1996 - January 1998
SanNeng January 1993 - January 1995
Skills
C++, Linux, C, unix, Perl Script, Sybase, Shell Scripting, Design Patterns, Perl, Object Oriented Design, Eclipse, SQL, Multithreading, Bash, Visual Studio, STL, Perforce, Agile Methodologies, Software Development, Solaris, OOP
Education
Bishop's University Sherbrooke 2002 — 2006
BS, Computer Science
Dalian University of Technology 1989 — 1993
BS, Electrical Engineer
Softchoice March 2012 - Present
Care Dynamix dba Flubusters October 2008 - February 2010
Rossini North America August 2007 - November 2008
Peachtree Residential Properties August 2004 - August 2006
Morgan Stanley January 1986 - October 1993
Skills
Account Management, Customer Service, Sales, Project Management, Outlook, New Business Development, Sales Management, Team Leadership, Microsoft Excel, Strategic Planning, System Administration, Solution Selling, Microsoft Office, Team Building, Program Management, Direct Sales, Microsoft Word, Information Technology, Recruiting, Contract Negotiation, Budgets, Government, Management, Salesforce.com, CRM, Process Improvement, Leadership, Training
Education
CUNY New York City College of Technology
Marketing
Expedia, Inc. January 2015 - Present
Morgan Stanley August 2012 - December 2014
Morgan Stanley May 2011 - August 2011
ICT Incubator 2009 - 2010
Damascus Securities Exchange (DSE) 2008 - 2009
NVSSoft 2006 - 2007
Education
McGill University 2010 — 2012
Master of Science (M.Sc.), Computer Science
Damascus University 2003 — 2008
Bachelor of Science (B.Sc.), Software Engineering
Eagle Rock Capital Partners, INC. June 2013 - Present
John Thomas Financial September 2009 - June 2013
GunnAllen Financial September 2005 - April 2009
Morgan Stanley February 2004 - March 2005
Sands Brothers & Co April 2003 - December 2003
Skills
IPO, Wealth Management, Investment Banking, Syndicate, Small Cap Securities, Alternative Investments, Securities, Capital Raising, Hedge Funds, Family Office, Trading, Private Equity
Education
Curry College 1998 — 2002
BS, Business
Monmouth University 1996 — 1998
Business
Cattell, Locke, Pendleton & Partners May 2014 - Present
Islay Communications, Inc. August 2013 - Present
Prudential Financial December 2006 - July 2013
Prudential Financial December 2006 - December 2008
Morgan Stanley June 2000 - June 2006
Deutsche Bank December 1999 - June 2000
Deutsche Bank October 1996 - December 1999
Deutsche Bank June 1994 - September 1996
Ogilvy Adams and Rinehart September 1990 - June 1994
Skills
Internal Communications, Strategic Communications, Corporate Communications, Media Relations, Communication Training, Marketing Communications, Crisis Communications, Marketing, Press Releases, Market Research, Public Relations, Copywriting, Crisis Management, Reputation Management, Integrated Marketing, Investor Relations, Communications Planning, Speech Writing, Content Development, Thought Leadership, Newsletters, Marketing Strategy, Investments, Management, Digital Media, Advertising
Education
New York University 1990 — 1991
Coventry University 1986 — 1989
BA, Communications Studies
Deloitte August 2011 - Present
Morgan Stanley March 2011 - August 2011
Deutsche Bank November 2006 - December 2010
Morgan Stanley 2000 - 2002
Education
Northeastern University - Graduate School of Business Administration
MBA
Ridgewood High School
Tulane University
BA
Morgan Stanley May 2010 - Present
BlackRock May 2005 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Strategic Planning, Disaster Recovery, Unix, BigFix
Education
CUNY New York City College of Technology 2000 — 2005
Bachelor of computer science
Prudential Financial 2015 - Present
Morgan Stanley 2010 - 2014
The Bank of New York Mellon June 2005 - June 2009
AT&T June 1996 - June 2005
AT&T through Trectech Solutions March 1995 - June 1996
AT&T through Tretech Solutions March 1993 - March 1995
Skills
Disaster Recovery, Linux System..., Network Security, Information Security, Unix, Network Design, Linux, IT Audit, CISA, Computer Security, Security, Information Technology, Enterprise Software, Enterprise Architecture, Information Security..., Firewalls, Infrastructure, CISSP, Data Center, Vulnerability Management
Education
New Jersey Institute of Technology 2000 — 2007
BS, Computer technology
County College of Morris
AA, Humanities/Social Science
The Chubb Institute
Diploma, Cobol Programming
Play Hard Couture December 2014 - Present
Nine Sports Sneaker Boutique November 2013 - Present
Swagga360 Boutique March 2008 - Present
Morgan Stanley November 2001 - Present
Purple Heart Couture March 2008 - 2015
Dork Klub October 2011 - October 2012
Skills
Fashion, Apparel, Merchandising, Retail, Fashion Design, Styling, Customer Service, Social Media, Marketing, Marketing Strategy, Wovens, Trend Forecasting, Private Label, Trend Analysis, Event Planning, Trend, Wholesale, Social Media Marketing, Denim, Visual Merchandising, Trade Shows, Brand Management, Social Networking, Textiles, Sales, Management, Strategic Planning, Microsoft Office, Brand Development, Event Management, Entrepreneurship, Advertising
Education
CUNY Medgar Evers College 1992 — 1994
Associate's degree, Business Administration and Management, General
Morgan Stanley July 2015 - Present
J.P. Morgan July 2011 - July 2015
J.P. Morgan 2005 - 2008
Citi 2003 - 2005
Bank of America 1999 - 2003
Skills
Investments, Trading, Wealth Management, Banking, Equities, Series 7, Series 63, Private Banking, Asset Management, Equity Research, Hedge Funds, Alternative Investments, Portfolio Management
Education
Dalhousie University
RBC Capital Markets April 2011 - Present
Bank of America Merrill Lynch December 2007 - April 2011
Morgan Stanley May 2004 - December 2007
IT Companies September 1993 - June 2001
Skills
Capital Markets, Investment Banking, Enterprise Architecture, Trading Systems, Derivatives, Market Data, Electronic Trading, Equities, Market Risk, Reference Data, Credit Derivatives, Data Modeling, Financial Markets, Sybase, Financial Services, Equity Derivatives, Low Latency, Trading, Fixed Income, Prime Brokerage, FX Options, Options, Interest Rate..., Oracle, Data Architecture, SQL, Informatica, Java, Spring
Education
Dalhousie University 2002 — 2004
Master, Computer Science
Dong Hua University
Bachelor's degree, Computer Science
Working Voices January 2013 - Present
Morgan Stanley July 2010 - July 2012
GE Capital May 2009 - June 2010
BMG Columbia House May 2005 - November 2007
New York Public Library September 1997 - May 2005
Skills
Administrative..., Customer Service, Microsoft Word, Management, Microsoft Office, Office Management, Administration, Training
Education
CUNY Medgar Evers College
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo July 2012 - Present
Bank of America April 2011 - 2012
Morgan Stanley July 2010 - April 2011
Bank of America September 2005 - July 2010
Wachovia Global Securities Lending June 2003 - September 2005
Charter One Bank/Citizens Bank February 2002 - June 2003
MBNA America / Bank of America January 1998 - January 2002
Skills
Credit Analysis, Wealth Management, Private Banking, Credit, Small Business Lending, Banking
Education
Kent State University
Bachelor of Arts
Kent State University 1994 — 1996
Marketing
Curry College 1990 — 1991
Business Management
Morgan Stanley March 2014 - Present
Morgan Stanley February 2013 - March 2014
Morgan Stanley February 2013 - September 2013
Baltimore City Accounting and Finance Department October 2012 - February 2013
Cabinet Audit Conseil et Fiscalité (ACF) June 2011 - August 2011
Skills
AP/AR, Bank Reconciling, Billing Statements, Bookkeeping, Cash Management, Cash Receipts, Cost & GL Reports, Financial Analysis, Financial Regulations..., Fixed Assets, General Accounting, GL Accounts, GL Account Analysis &..., GL Coding, GL Posting, Financial Reporting &..., Financial Statement..., Financial Statement..., Payroll, P&L, Reconciliations, SOP’s, Teamwork, Accounting, SAP, Budgets, Financial Statements, Finance, Account Reconciliation, Auditing, Analysis
Education
Coventry University 2009 — 2012
Bachelor of Science (BSc), Accounting and Finance, 3.67
BPP Business School 2009 — 2012
ACCA Chartered Certified Accountant, ACCA Chartered Certified Accountant
JPMorgan Chase March 2005 - Present
SAC CAPITAL ADVISORS January 2003 - February 2005
Goldman Sachs May 2002 - June 2003
Deutsche Bank January 2001 - May 2002
Morgan Stanley March 1999 - January 2001
Bankers Trust March 1996 - March 1999
PRUDENTIAL SECURITIES September 1993 - March 1996
Education
Curry College
B.A, Business Management; Computer Design and Mechanical Physics
Morgan Stanley April 2008 - Present
Morgan Stanley May 2003 - April 2008
Hines March 1999 - May 2003
Hines July 1996 - March 1999
Hines May 1994 - July 1996
Tishman Speyer December 1988 - May 1994
Skills
Project Portfolio..., Portfolio Management, Project Delivery, Vendor Management, Risk Management, Program Management, Infrastructure, MS Project, Business Analysis, Project Management, Business Process..., Relationship Management, Service Delivery, Process Improvement, Resource Management, Outsourcing, Information Technology, Project Planning, Operations Management, Contract Management, Disaster Recovery, Data Center, Integration, Contract Negotiation, Facilities Management, Change Management, CRM, Team Building, PMP, Management, Governance, Strategic Planning, Budgets, Strategy, Team Leadership
Education
CUNY New York City College of Technology 1984 — 1987
Associate of Arts and Sciences (A.A.S.), Environmental Studies, 3.5
UBS July 2011 - Present
Morgan Stanley April 2005 - July 2011
Education
Creighton University 1984 — 1986
MBA, International Economics and Finance
Utah State University 1977 — 1980
B.S., Marketing
Morgan Stanley February 2012 - Present
H&R Block December 2005 - April 2012
Bay Atlantic Federal Credit Union May 2003 - June 2007
Education
Cumberland County College
Associate, Liberal Arts/Business Administration; Business Administration
Raymond James Financial Inc. January 2009 - Present
Raymond James Financial Inc. January 2008 - Present
TECO PEOPLES GAS August 2004 - September 2006
Morgan Stanley April 1998 - December 2003
Skills
Customer Service
Education
D G Erwin Technical Center 2006 — 2007
CERTIFICATION, Accounting
Hillsborough Community College
Morgan Stanley 1980 - January 1991
American Savings Bank 1976 - 1980
Education
CUNY Medgar Evers College 1970 — 1974
BS, Elementary Education
North Carolina Central University 1965 — 1966
Pretium Packaging June 2013 - Present
Monsanto Company April 2013 - June 2013
The International Companies November 2007 - April 2013
TechSkills June 2007 - October 2007
The King's Cleaning Specialists January 2000 - October 2007
B&H Investment Partnership December 2004 - May 2007
Kirk of the Hills Presbyterian Church November 2006 - January 2007
Covenant Theological Seminary June 1999 - August 2003
Butrum and Associates September 1997 - May 1999
Morgan Stanley September 1996 - August 1997
Skills
ERP, ERP Software, Navision, SSRS, Teaching, Customer Service, Account Management, Database Administration, Database Design, Microsoft SQL Server, Problem Solving, Project Planning, Project Coordination, T-SQL, Oracle 9i, Oracle 10g, Windows 7, Team Leadership, Oracle, Integration, Business Process, MS Project, Software Documentation
Education
Covenant Theological Seminary
Master of Divinity
University of Texas
B.A, Psychology
University Missouri Saint Louis
Morgan Stanley April 2014 - Present
Scotiabank Global Banking and Markets August 2011 - March 2014
Scotiabank Global Banking and Markets October 2009 - August 2011
Scotiabank April 2007 - September 2009
Skills
Series 7, Canadian Securities..., Bloomberg, Capital Markets, Equities, Financial Analysis, Financial Modeling, Investments
Education
Dalhousie University 2003 — 2007
Bachelor of Commerce (BCom), Finance
Valley Forge Capital July 2014 - Present
Sageview Capital September 2012 - June 2014
Sageview Capital August 2008 - September 2012
Morgan Stanley June 2006 - July 2008
Skills
Financial Analysis, Investments, Mergers & Acquisitions, Valuation, Finance, Venture Capital
Education
Dartmouth College 2002 — 2006
Bachelor's Degree, Economics