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
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Ari Sussman Ari Sussman's Morgan Stanley Experience June 2010 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
Major League Lacrosse June 2010 - August 2014
Office Of Congresswoman Rosa L. DeLauro June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Series 7, Fixed Income
Education
Dartmouth College 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
The Loomis Chaffee School
Morgan Stanley June 2010 - Present
Major League Lacrosse June 2010 - August 2014
Office Of Congresswoman Rosa L. DeLauro June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Series 7, Fixed Income
Education
Dartmouth College 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
The Loomis Chaffee School
Jonathan Gurwitz Jonathan Gurwitz's Morgan Stanley Experience July 2010 - July 2012
Job MBA Candidate at Stanford Graduate School of Business
Industry Financial Services
Experience
SumUp August 2015 - September 2015
Lending Club June 2015 - August 2015
U.S. Department of the Treasury June 2014 - August 2014
General Atlantic August 2012 - June 2014
Morgan Stanley July 2010 - July 2012
Skills
Valuation, Financial Modeling, Due Diligence, Corporate Finance, Financial Analysis, DCF, M&A experience, Investment Banking, Mergers & Acquisitions, Investments, Capital Markets, Private Equity
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Dartmouth College 2006 — 2010
Bachelor of Arts (B.A.), Mathematics
SumUp August 2015 - September 2015
Lending Club June 2015 - August 2015
U.S. Department of the Treasury June 2014 - August 2014
General Atlantic August 2012 - June 2014
Morgan Stanley July 2010 - July 2012
Skills
Valuation, Financial Modeling, Due Diligence, Corporate Finance, Financial Analysis, DCF, M&A experience, Investment Banking, Mergers & Acquisitions, Investments, Capital Markets, Private Equity
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Dartmouth College 2006 — 2010
Bachelor of Arts (B.A.), Mathematics
Justin Ciambella Justin Ciambella's Morgan Stanley Experience June 2013 - July 2015
Job Associate at General Atlantic
Industry Financial Services
Experience
General Atlantic August 2015 - Present
Morgan Stanley June 2013 - July 2015
Dartmouth College April 2010 - June 2013
Dartmouth College March 2010 - June 2013
Jefferies & Company June 2012 - August 2012
Dartmouth Investment and Philanthropy Program September 2010 - June 2012
Gridley & Company LLC December 2011 - March 2012
Dartmouth College June 2011 - September 2011
Skills
Stata, Economics, Financial Modeling, Valuation, Market Research, Research, Quantitative Analytics, Data Analysis, Spanish, PowerPoint, Microsoft Excel, Analysis, Financial Analysis, Investment Banking, Microsoft Office
Education
Dartmouth College 2009 — 2013
Economics, International Studies
Universidad de Las Americas
Vangard High School 2005 — 2009
General Atlantic August 2015 - Present
Morgan Stanley June 2013 - July 2015
Dartmouth College April 2010 - June 2013
Dartmouth College March 2010 - June 2013
Jefferies & Company June 2012 - August 2012
Dartmouth Investment and Philanthropy Program September 2010 - June 2012
Gridley & Company LLC December 2011 - March 2012
Dartmouth College June 2011 - September 2011
Skills
Stata, Economics, Financial Modeling, Valuation, Market Research, Research, Quantitative Analytics, Data Analysis, Spanish, PowerPoint, Microsoft Excel, Analysis, Financial Analysis, Investment Banking, Microsoft Office
Education
Dartmouth College 2009 — 2013
Economics, International Studies
Universidad de Las Americas
Vangard High School 2005 — 2009
Jonathan Scherr Jonathan Scherr's Morgan Stanley Experience June 2007 - August 2007
Job Student at Harvard Business School / Harvard Kennedy School
Industry Venture Capital & Private Equity
Experience
Fabrice Grinda & Jose Marin Investments January 2015 - Present
Maveron LLC January 2015 - Present
AltSchool December 2013 - August 2015
Accion Venture Lab July 2014 - August 2014
responsAbility Investments AG May 2014 - June 2014
Blueprint Schools Network March 2011 - July 2013
Main Street Partners May 2011 - January 2013
The Education Innovation Laboratory at Harvard University July 2009 - March 2011
Monitor Clipper Partners July 2008 - June 2009
Morgan Stanley June 2007 - August 2007
Skills
Start-ups, Strategy, Fundraising, Venture Capital, Management, Program Management, Private Equity, Management Consulting, Economics, Policy Analysis, Valuation
Education
Harvard Business School 2013 — 2016
Master of Business Administration (MBA)
Harvard Kennedy School of Government 2013 — 2016
Masters in Public Policy (MPP)
Dartmouth College 2004 — 2008
A.B., Economics
Università Commerciale 'Luigi Bocconi' 2006 — 2006
Economics
Newton South High School 2000 — 2004
Fabrice Grinda & Jose Marin Investments January 2015 - Present
Maveron LLC January 2015 - Present
AltSchool December 2013 - August 2015
Accion Venture Lab July 2014 - August 2014
responsAbility Investments AG May 2014 - June 2014
Blueprint Schools Network March 2011 - July 2013
Main Street Partners May 2011 - January 2013
The Education Innovation Laboratory at Harvard University July 2009 - March 2011
Monitor Clipper Partners July 2008 - June 2009
Morgan Stanley June 2007 - August 2007
Skills
Start-ups, Strategy, Fundraising, Venture Capital, Management, Program Management, Private Equity, Management Consulting, Economics, Policy Analysis, Valuation
Education
Harvard Business School 2013 — 2016
Master of Business Administration (MBA)
Harvard Kennedy School of Government 2013 — 2016
Masters in Public Policy (MPP)
Dartmouth College 2004 — 2008
A.B., Economics
Università Commerciale 'Luigi Bocconi' 2006 — 2006
Economics
Newton South High School 2000 — 2004
Brenna O'Neill Brenna O'Neill's Morgan Stanley Experience April 2011 - Present
Job Vice President Global Capital Markets at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2011 - Present
Sandler O'Neill & Partners, L.P. July 2008 - April 2011
Skills
Capital Markets, Financial Modeling, Valuation, Private Equity, Equities, Financial Analysis, Investment Banking
Education
Dartmouth College 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Morgan Stanley April 2011 - Present
Sandler O'Neill & Partners, L.P. July 2008 - April 2011
Skills
Capital Markets, Financial Modeling, Valuation, Private Equity, Equities, Financial Analysis, Investment Banking
Education
Dartmouth College 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Alice Ruth's Morgan Stanley Experience 1984 - 1986
Job Chief Investment Officer at Willett Advisors
Industry Investment Management
Experience
Willett Advisors April 2008 - Present
Gordon and Betty Moore Foundation 2001 - 2008
Montgomery Securities/ Bank of America Securities 1986 - 1998
Morgan Stanley 1984 - 1986
Education
Dartmouth College 1979 — 1984
AB, Economics
Willett Advisors April 2008 - Present
Gordon and Betty Moore Foundation 2001 - 2008
Montgomery Securities/ Bank of America Securities 1986 - 1998
Morgan Stanley 1984 - 1986
Education
Dartmouth College 1979 — 1984
AB, Economics
Juliana Ortego's Morgan Stanley Experience May 2015 - Present
Job Institutional & Strategic Solutions Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Morgan Stanley July 2013 - May 2015
America's Growth Capital June 2012 - August 2012
Davis Polk & Wardwell LLP January 2012 - March 2012
Rallye Motors June 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Public Speaking, Teamwork, Windows, English, Analysis, Community Outreach, Data Analysis, Event Planning, Financial Modeling, Leadership, Nonprofits, Project Management, Social Media Marketing, Strategic Planning, Strategy
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), History; Hispanic Studies
Morgan Stanley May 2015 - Present
Morgan Stanley July 2013 - May 2015
America's Growth Capital June 2012 - August 2012
Davis Polk & Wardwell LLP January 2012 - March 2012
Rallye Motors June 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Public Speaking, Teamwork, Windows, English, Analysis, Community Outreach, Data Analysis, Event Planning, Financial Modeling, Leadership, Nonprofits, Project Management, Social Media Marketing, Strategic Planning, Strategy
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), History; Hispanic Studies
Josh Tupler's Morgan Stanley Experience June 2015 - Present
Job Private Wealth Management Intern at Morgan Stanley
Industry
Experience
Morgan Stanley June 2015 - Present
Bridgewater Associates January 2015 - March 2015
AIPAC June 2013 - August 2013
Columbus High School, Los Altos High School, New Orleans Jesuit September 2012 - August 2013
National Debate Forum July 2012 - August 2012
Skills
Public Speaking, Government, Microsoft Excel, International Relations, Tutoring, Stata, Salesforce.com, HTML, Economics, Statistics, Advocacy, Research, Microsoft Office, PowerPoint, Leadership, Social Media, Editing, Teaching
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (BA), Government and Economics
London School of Economics 2014 — 2014
Dartmouth College Government Department Foreign Study Program, First Honors
University High School of Nova Southeastern University 2008 — 2012
Morgan Stanley June 2015 - Present
Bridgewater Associates January 2015 - March 2015
AIPAC June 2013 - August 2013
Columbus High School, Los Altos High School, New Orleans Jesuit September 2012 - August 2013
National Debate Forum July 2012 - August 2012
Skills
Public Speaking, Government, Microsoft Excel, International Relations, Tutoring, Stata, Salesforce.com, HTML, Economics, Statistics, Advocacy, Research, Microsoft Office, PowerPoint, Leadership, Social Media, Editing, Teaching
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (BA), Government and Economics
London School of Economics 2014 — 2014
Dartmouth College Government Department Foreign Study Program, First Honors
University High School of Nova Southeastern University 2008 — 2012
Jason Byun Jason Byun's Morgan Stanley Experience August 2001 - March 2004
Job Experienced Investment Analyst
Industry Investment Management
Experience
Candlewood Investment Group, LP September 2015 - Present
South Ferry Capital January 2010 - August 2015
Sigma Capital April 2005 - December 2009
LIM Advisors April 2004 - April 2005
Morgan Stanley August 2001 - March 2004
Skills
Financial & Operational..., Corporate Finance, Alternative Investments, Financial Accounting, Value Investing, Angel Investing, Equities, Investment Banking, Investments, Financial Modeling, Venture Capital, Valuation, Private Equity, Capital Markets, Due Diligence, Hedge Funds
Education
Dartmouth College 1997 — 2001
Bachelor's Degree, Economics
Stuyvesant High School 1993 — 1997
High School
Candlewood Investment Group, LP September 2015 - Present
South Ferry Capital January 2010 - August 2015
Sigma Capital April 2005 - December 2009
LIM Advisors April 2004 - April 2005
Morgan Stanley August 2001 - March 2004
Skills
Financial & Operational..., Corporate Finance, Alternative Investments, Financial Accounting, Value Investing, Angel Investing, Equities, Investment Banking, Investments, Financial Modeling, Venture Capital, Valuation, Private Equity, Capital Markets, Due Diligence, Hedge Funds
Education
Dartmouth College 1997 — 2001
Bachelor's Degree, Economics
Stuyvesant High School 1993 — 1997
High School
Charlotte Hendren Charlotte Hendren's Morgan Stanley Experience June 2013 - August 2013
Job Business Analyst in Deloitte Consulting's Federal Practice
Industry Management Consulting
Experience
Deloitte September 2014 - Present
Alpha Xi Delta June 2012 - June 2014
Morgan Stanley June 2013 - August 2013
Dartmouth College September 2011 - June 2013
Dartmouth College September 2011 - June 2013
DataXu January 2013 - March 2013
Dartmouth College June 2012 - August 2012
Dartmouth College June 2012 - July 2012
Girl Scouts of the USA September 2011 - June 2012
Massachusetts General Hospital June 2011 - August 2011
Skills
Creative Problem Solving, Positive Personality, Research, Quantitative Research, Data Analysis, Microsoft Excel, Microsoft Office, Youth Mentoring, Community Service, Capital IQ, Quantitative Analytics, Spanish, Statistics, Python, Big Data, Finance, Policy Analysis, Process Optimization, Stata, Constant Contact, SurveyMonkey, Friendly Personality, Team-oriented, Collaborative Leadership, Communication Skills, Field Hockey, Qualitative Research, Public Speaking, Historian
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Government and History
Southfield School 2008 — 2010
High School Diploma
Deloitte September 2014 - Present
Alpha Xi Delta June 2012 - June 2014
Morgan Stanley June 2013 - August 2013
Dartmouth College September 2011 - June 2013
Dartmouth College September 2011 - June 2013
DataXu January 2013 - March 2013
Dartmouth College June 2012 - August 2012
Dartmouth College June 2012 - July 2012
Girl Scouts of the USA September 2011 - June 2012
Massachusetts General Hospital June 2011 - August 2011
Skills
Creative Problem Solving, Positive Personality, Research, Quantitative Research, Data Analysis, Microsoft Excel, Microsoft Office, Youth Mentoring, Community Service, Capital IQ, Quantitative Analytics, Spanish, Statistics, Python, Big Data, Finance, Policy Analysis, Process Optimization, Stata, Constant Contact, SurveyMonkey, Friendly Personality, Team-oriented, Collaborative Leadership, Communication Skills, Field Hockey, Qualitative Research, Public Speaking, Historian
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Government and History
Southfield School 2008 — 2010
High School Diploma
Peter Bogardus Peter Bogardus's Morgan Stanley Experience August 2011 - April 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2014 - Present
Morgan Stanley August 2011 - April 2014
Bogardus & Associates, P.C. March 1998 - August 2011
City of Salida, Colorado January 2004 - July 2011
Skills
Asset Allocation, Retirement Planning, Business Retirement..., Life Insurance, Diversifying...
Education
Dartmouth College 1983 — 1987
A.B., English
University of Washington School of Law 1991 — 1994
Juris Doctor
University of Washington 1992 — 1995
Master of Science (M.S.), College of Forest Resources, Natural Resource Policy and Management
Wells Fargo Advisors, LLC April 2014 - Present
Morgan Stanley August 2011 - April 2014
Bogardus & Associates, P.C. March 1998 - August 2011
City of Salida, Colorado January 2004 - July 2011
Skills
Asset Allocation, Retirement Planning, Business Retirement..., Life Insurance, Diversifying...
Education
Dartmouth College 1983 — 1987
A.B., English
University of Washington School of Law 1991 — 1994
Juris Doctor
University of Washington 1992 — 1995
Master of Science (M.S.), College of Forest Resources, Natural Resource Policy and Management
Reed Horton Reed Horton's Morgan Stanley Experience March 2015 - May 2015
Job Student
Industry
Experience
The Experimentory Summer Program at Deerfield Academy July 2015 - July 2015
Voxel8: 3D Printing Electronics May 2015 - June 2015
Morgan Stanley March 2015 - May 2015
2015 Vail Beaver Creek FIS Alpine World Championships January 2015 - February 2015
San Francisco Baykeeper September 2014 - December 2014
Private Family June 2014 - August 2014
Jeff King & Company Inc June 2013 - August 2013
Moroso Construction June 2012 - August 2012
Education
Dartmouth College 2015 — 2019
Bachelor's Degree
Deerfield Academy 2010 — 2014
High School
The Experimentory Summer Program at Deerfield Academy July 2015 - July 2015
Voxel8: 3D Printing Electronics May 2015 - June 2015
Morgan Stanley March 2015 - May 2015
2015 Vail Beaver Creek FIS Alpine World Championships January 2015 - February 2015
San Francisco Baykeeper September 2014 - December 2014
Private Family June 2014 - August 2014
Jeff King & Company Inc June 2013 - August 2013
Moroso Construction June 2012 - August 2012
Education
Dartmouth College 2015 — 2019
Bachelor's Degree
Deerfield Academy 2010 — 2014
High School
Kyle Megrue Kyle Megrue's Morgan Stanley Experience June 2012 - January 2013
Job Director of Finance and Operations at GREATS.com
Industry Apparel & Fashion
Experience
GREATS January 2014 - Present
Hourly.com July 2013 - January 2014
Tutonic May 2013 - July 2013
Morgan Stanley June 2012 - January 2013
Morgan Stanley June 2012 - August 2012
Morgan Stanley January 2012 - April 2012
Grameen America, Inc. February 2008 - April 2008
Skills
Microsoft Excel, Financial Analysis, Public Speaking, Spanish, Nonprofits, Market Research, Team Leadership, Valuation, Financial Modeling, Business Strategy, Entrepreneurship, Data Analysis, Venture Capital, Economics, Bloomberg, Mergers & Acquisitions, Start-ups, Management
Education
Dartmouth College 2008 — 2012
Bachelor's degree, Economics
Gap Year 2007 — 2008
Greens Farms Academy 2000 — 2007
GREATS January 2014 - Present
Hourly.com July 2013 - January 2014
Tutonic May 2013 - July 2013
Morgan Stanley June 2012 - January 2013
Morgan Stanley June 2012 - August 2012
Morgan Stanley January 2012 - April 2012
Grameen America, Inc. February 2008 - April 2008
Skills
Microsoft Excel, Financial Analysis, Public Speaking, Spanish, Nonprofits, Market Research, Team Leadership, Valuation, Financial Modeling, Business Strategy, Entrepreneurship, Data Analysis, Venture Capital, Economics, Bloomberg, Mergers & Acquisitions, Start-ups, Management
Education
Dartmouth College 2008 — 2012
Bachelor's degree, Economics
Gap Year 2007 — 2008
Greens Farms Academy 2000 — 2007
Gunnar Shaw Gunnar Shaw's Morgan Stanley Experience June 2013 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley June 2013 - August 2013
UBS June 2011 - July 2011
Skills
Bond Markets, Fixed Income, Teamwork, Lacrosse, Downhill Skiing, Technology, Microsoft Excel, Matlab, Programming Languages, Machine Tools
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (BA), Engineering
Morgan Stanley June 2013 - Present
Morgan Stanley June 2013 - August 2013
UBS June 2011 - July 2011
Skills
Bond Markets, Fixed Income, Teamwork, Lacrosse, Downhill Skiing, Technology, Microsoft Excel, Matlab, Programming Languages, Machine Tools
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (BA), Engineering
Justin Schlacks Justin Schlacks's Morgan Stanley Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Morgan Stanley
Industry
Experience
Morgan Stanley June 2015 - August 2015
Education
Dartmouth College 2013 — 2017
Economics and Studio Art
Deerfield Academy 2009 — 2013
Morgan Stanley June 2015 - August 2015
Education
Dartmouth College 2013 — 2017
Economics and Studio Art
Deerfield Academy 2009 — 2013
Jacqueline Friedman Jacqueline Friedman's Morgan Stanley Experience June 2015 - August 2015
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Dartmouth College September 2014 - Present
Morgan Stanley June 2015 - August 2015
JSY Public Relations January 2015 - March 2015
Surf Soccer Club June 2013 - December 2014
The Sporting Club June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Event Planning, Leadership, Research, Data Analysis, Microsoft Excel, Analysis, Fundraising, Strategy, Teamwork, Marketing
Education
Dartmouth College 2012 — 2016
Psychology, Junior
Torrey Pines High School 2008 — 2012
Dartmouth College September 2014 - Present
Morgan Stanley June 2015 - August 2015
JSY Public Relations January 2015 - March 2015
Surf Soccer Club June 2013 - December 2014
The Sporting Club June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Event Planning, Leadership, Research, Data Analysis, Microsoft Excel, Analysis, Fundraising, Strategy, Teamwork, Marketing
Education
Dartmouth College 2012 — 2016
Psychology, Junior
Torrey Pines High School 2008 — 2012
Albert Satija Albert Satija's Morgan Stanley Experience July 2006 - July 2007
Job Investment Professional
Industry Investment Management
Experience
Soroban Capital February 2014 - Present
Glenhill Capital August 2011 - February 2014
TPG-Axon Capital July 2007 - August 2011
Morgan Stanley July 2006 - July 2007
Education
Dartmouth College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Soroban Capital February 2014 - Present
Glenhill Capital August 2011 - February 2014
TPG-Axon Capital July 2007 - August 2011
Morgan Stanley July 2006 - July 2007
Education
Dartmouth College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Joseph Zimring's Morgan Stanley Experience January 2010 - August 2010
Job Engagement Manager at Axiom Law
Industry Legal Services
Experience
Axiom August 2015 - Present
Axiom October 2013 - July 2015
The Chertoff Group August 2011 - September 2013
Morgan Stanley January 2010 - August 2010
Skills
Strategy, Due Diligence, Economics, Risk Management, Investments, Financial Analysis, Investment Banking, Business Development, Computer Security, Analysis, Leadership, Quantitative Analytics, Cloud Computing, Public Policy, Information Sharing
Education
Dartmouth College
Bachelor of Arts (BA), History & Economics
Axiom August 2015 - Present
Axiom October 2013 - July 2015
The Chertoff Group August 2011 - September 2013
Morgan Stanley January 2010 - August 2010
Skills
Strategy, Due Diligence, Economics, Risk Management, Investments, Financial Analysis, Investment Banking, Business Development, Computer Security, Analysis, Leadership, Quantitative Analytics, Cloud Computing, Public Policy, Information Sharing
Education
Dartmouth College
Bachelor of Arts (BA), History & Economics
Bobby Zrike Bobby Zrike's Morgan Stanley Experience August 1984 - July 1986
Job Senior Advisor at Global Strategic Associates
Industry Financial Services
Experience
Global Strategic Associates January 2014 - January 2015
Global Strategic Associates October 2010 - January 2014
J.P. Morgan Private Bank January 2007 - December 2009
The Citigroup Private Bank July 2004 - December 2005
Robertson Stephens Inc. April 2002 - October 2002
Trade.com Global Markets, Inc September 2000 - April 2001
Goldman, Sachs & Co. August 1988 - September 2000
Morgan Stanley August 1984 - July 1986
Skills
Due Diligence, Strategy, Mergers & Acquisitions, Private Equity, Start-ups, Hedge Funds, Competitive Analysis, Fixed Income, Venture Capital, Negotiation, Equities, Marketing Strategy, Public Speaking, Budgets, Securities, Entrepreneurship, Strategic Planning, Business Strategy, New Business Development, Wealth Management, Private Banking
Education
Harvard Business School
MBA
Dartmouth College
AB, History
Brunswick School
High School Diploma
Global Strategic Associates January 2014 - January 2015
Global Strategic Associates October 2010 - January 2014
J.P. Morgan Private Bank January 2007 - December 2009
The Citigroup Private Bank July 2004 - December 2005
Robertson Stephens Inc. April 2002 - October 2002
Trade.com Global Markets, Inc September 2000 - April 2001
Goldman, Sachs & Co. August 1988 - September 2000
Morgan Stanley August 1984 - July 1986
Skills
Due Diligence, Strategy, Mergers & Acquisitions, Private Equity, Start-ups, Hedge Funds, Competitive Analysis, Fixed Income, Venture Capital, Negotiation, Equities, Marketing Strategy, Public Speaking, Budgets, Securities, Entrepreneurship, Strategic Planning, Business Strategy, New Business Development, Wealth Management, Private Banking
Education
Harvard Business School
MBA
Dartmouth College
AB, History
Brunswick School
High School Diploma
David Nerrow David Nerrow's Morgan Stanley Experience June 1994 - August 1994
Job CEO at Working Advantage, LLC
Industry Internet
Experience
Working Advantage, LLC June 2010 - Present
T2 Sports 2007 - Present
Ancestry.com June 2004 - June 2007
Molecular 2001 - 2005
@Ventures 1999 - 2005
Summit Partners March 1990 - January 1999
Morgan Stanley June 1994 - August 1994
Skills
Start-ups, Marketing, Online Advertising, Marketing Strategy, Social Media Marketing, Strategy, New Business Development, E-commerce, Social Media, Strategic Planning, Lead Generation, Product Marketing, Product Development, Business Development
Education
Harvard Business School 1993 — 1995
MBA, with Distinction
Dartmouth College 1985 — 1989
AB, Government, English
Working Advantage, LLC June 2010 - Present
T2 Sports 2007 - Present
Ancestry.com June 2004 - June 2007
Molecular 2001 - 2005
@Ventures 1999 - 2005
Summit Partners March 1990 - January 1999
Morgan Stanley June 1994 - August 1994
Skills
Start-ups, Marketing, Online Advertising, Marketing Strategy, Social Media Marketing, Strategy, New Business Development, E-commerce, Social Media, Strategic Planning, Lead Generation, Product Marketing, Product Development, Business Development
Education
Harvard Business School 1993 — 1995
MBA, with Distinction
Dartmouth College 1985 — 1989
AB, Government, English
Brian K Roy Brian K Roy's Morgan Stanley Experience March 1995 - November 2005
Job Judicial Extern at Illinois Appellate Court for the First District, Chicago IL
Industry Legal Services
Experience
Illinois Appellate Court for the First District, Chicago IL October 2011 - September 2012
EEOC 2010 - 2010
Morgan Stanley, March 1995 - November 2005
American Express Company, Corporate Services Division October 1991 - November 1992
Mars Inc., M & M MARS Division, April 1990 - September 1991
Home Life Insurance Company, Ford Financial Group January 1988 - April 1990
Citibank, N.A., Securities Lending/Brokerage Services Division, New York, NY January 1984 - January 1988
Skills
Legal Research, Legal Writing, Westlaw, Courts, Corporate Law, Employment Law, Securities, Public Speaking, Research, Mergers, Banking Law, Lexis, Criminal Law
Education
Loyola University Chicago School of Law 2011 — 2012
Master of Laws (LLM), Business and Corporate Governance
Loyola University Chicago School of Law 2008 — 2011
Doctor of Law (J.D.)
Dartmouth College
Bachelor of Arts (B.A.), History
Harry S Truman High School
Illinois Appellate Court for the First District, Chicago IL October 2011 - September 2012
EEOC 2010 - 2010
Morgan Stanley, March 1995 - November 2005
American Express Company, Corporate Services Division October 1991 - November 1992
Mars Inc., M & M MARS Division, April 1990 - September 1991
Home Life Insurance Company, Ford Financial Group January 1988 - April 1990
Citibank, N.A., Securities Lending/Brokerage Services Division, New York, NY January 1984 - January 1988
Skills
Legal Research, Legal Writing, Westlaw, Courts, Corporate Law, Employment Law, Securities, Public Speaking, Research, Mergers, Banking Law, Lexis, Criminal Law
Education
Loyola University Chicago School of Law 2011 — 2012
Master of Laws (LLM), Business and Corporate Governance
Loyola University Chicago School of Law 2008 — 2011
Doctor of Law (J.D.)
Dartmouth College
Bachelor of Arts (B.A.), History
Harry S Truman High School
Moses O. Adubi Moses O. Adubi's Morgan Stanley Experience June 2015 - Present
Job Alternative Investments Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Ernst & Young June 2013 - August 2013
Google August 2012 - August 2012
Boston College High School May 2011 - August 2011
Skills
Fundraising, Public Speaking, Marketing Strategy, Research, Community Outreach, PowerPoint, Microsoft Excel, Data Analysis, Social Media, Event Planning, Nonprofits, Social Networking, Spanish
Education
Dartmouth College 2011 — 2015
Bachelor's Degree, Economics, Government
Universidad Torcuato di Tella 2013 — 2013
Boston College High School 2007 — 2011
High School
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Ernst & Young June 2013 - August 2013
Google August 2012 - August 2012
Boston College High School May 2011 - August 2011
Skills
Fundraising, Public Speaking, Marketing Strategy, Research, Community Outreach, PowerPoint, Microsoft Excel, Data Analysis, Social Media, Event Planning, Nonprofits, Social Networking, Spanish
Education
Dartmouth College 2011 — 2015
Bachelor's Degree, Economics, Government
Universidad Torcuato di Tella 2013 — 2013
Boston College High School 2007 — 2011
High School
Corrinne Rotter Corrinne Rotter's Morgan Stanley Experience June 2012 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Morgan Stanley June 2011 - August 2011
Education
Dartmouth College 2008 — 2012
Bachelor of Arts, Engineering Modified with Biology
Morgan Stanley June 2012 - Present
Morgan Stanley June 2011 - August 2011
Education
Dartmouth College 2008 — 2012
Bachelor of Arts, Engineering Modified with Biology
Katharine Lo Katharine Lo's Morgan Stanley Experience September 2004 - June 2007
Job Brand Manager, Healthy Snacks Portfolio at Clif Bar & Company
Industry Consumer Goods
Experience
Clif Bar & Company November 2014 - Present
Clif Bar & Company November 2013 - November 2014
Clif Bar & Company October 2012 - November 2013
General Mills July 2011 - October 2012
General Mills June 2010 - July 2011
General Mills June 2009 - June 2010
Morgan Stanley September 2004 - June 2007
Skills
Competitive Analysis, Market Research, Marketing Strategy, Pricing Strategy, Product Innovation, Brand Development, Customer Insight, Consumer Products, Brand Management, Segmentation, Cross-functional Team..., Shopper Marketing, Market Analysis, Analytics, Brand Architecture, Brand Equity, Product Development, Marketing Management, Strategic Thinking, Consumer Behaviour, Positioning, Integrated Marketing, Digital Marketing, Go-to-market Strategy, Consumer Marketing, E-commerce, Strategy, Entrepreneurship, Marketing, Product Marketing, Online Marketing, Product Launch, Product Management, Strategic Planning, Strategic Partnerships, Marketing Communications, Business Strategy, FMCG, Marketing Research
Education
Stanford University Graduate School of Business 2007 — 2009
Master of Business Administration (MBA)
Dartmouth College
AB, Psychology
Clif Bar & Company November 2014 - Present
Clif Bar & Company November 2013 - November 2014
Clif Bar & Company October 2012 - November 2013
General Mills July 2011 - October 2012
General Mills June 2010 - July 2011
General Mills June 2009 - June 2010
Morgan Stanley September 2004 - June 2007
Skills
Competitive Analysis, Market Research, Marketing Strategy, Pricing Strategy, Product Innovation, Brand Development, Customer Insight, Consumer Products, Brand Management, Segmentation, Cross-functional Team..., Shopper Marketing, Market Analysis, Analytics, Brand Architecture, Brand Equity, Product Development, Marketing Management, Strategic Thinking, Consumer Behaviour, Positioning, Integrated Marketing, Digital Marketing, Go-to-market Strategy, Consumer Marketing, E-commerce, Strategy, Entrepreneurship, Marketing, Product Marketing, Online Marketing, Product Launch, Product Management, Strategic Planning, Strategic Partnerships, Marketing Communications, Business Strategy, FMCG, Marketing Research
Education
Stanford University Graduate School of Business 2007 — 2009
Master of Business Administration (MBA)
Dartmouth College
AB, Psychology
Hans Reuter Hans Reuter's Morgan Stanley Experience June 2006 - July 2008
Job Principal at Windhorse Capital Management
Industry Venture Capital & Private Equity
Experience
Windhorse Capital Management July 2015 - Present
General Atlantic July 2013 - July 2015
General Atlantic September 2008 - July 2011
Morgan Stanley June 2006 - July 2008
Skills
Financial Modeling, Private Equity, Due Diligence, Venture Capital, Valuation, Investment Banking, LBO, Mergers, Growth Capital, Corporate Finance, Business Strategy, Emerging Markets, Capital Markets, Corporate Development
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Dartmouth College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Windhorse Capital Management July 2015 - Present
General Atlantic July 2013 - July 2015
General Atlantic September 2008 - July 2011
Morgan Stanley June 2006 - July 2008
Skills
Financial Modeling, Private Equity, Due Diligence, Venture Capital, Valuation, Investment Banking, LBO, Mergers, Growth Capital, Corporate Finance, Business Strategy, Emerging Markets, Capital Markets, Corporate Development
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Dartmouth College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Daniel Hochman's Morgan Stanley Experience June 2010 - August 2010
Job Investment Associate at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates September 2011 - Present
Morgan Stanley June 2010 - August 2010
Bridgewater Associates January 2010 - March 2010
Skills
Macroeconomics, Finance, Data Analysis, Investment Management, Analysis, Data Science, Investments, Research
Education
Dartmouth College 2007 — 2011
B.A., Economic History
Poly Prep 2003 — 2007
HS
Bridgewater Associates September 2011 - Present
Morgan Stanley June 2010 - August 2010
Bridgewater Associates January 2010 - March 2010
Skills
Macroeconomics, Finance, Data Analysis, Investment Management, Analysis, Data Science, Investments, Research
Education
Dartmouth College 2007 — 2011
B.A., Economic History
Poly Prep 2003 — 2007
HS
Ilya Abyzov Ilya Abyzov's Morgan Stanley Experience July 2005 - August 2006
Job Product Manager at Uber
Industry Information Technology and Services
Experience
Uber May 2014 - Present
Uber July 2012 - May 2014
Zynga June 2011 - August 2011
HBK Capital Management September 2006 - December 2009
Morgan Stanley July 2005 - August 2006
Skills
Product Management, Entrepreneurship, Financial Modeling, Valuation, Analytics, Start-ups, Strategy, Finance, Management, Mergers & Acquisitions, Mobile Devices, Strategic Partnerships
Education
Stanford University Graduate School of Business 2010 — 2012
M.B.A.
Dartmouth College 2001 — 2005
Bachelor of Arts, Computer Science
Uber May 2014 - Present
Uber July 2012 - May 2014
Zynga June 2011 - August 2011
HBK Capital Management September 2006 - December 2009
Morgan Stanley July 2005 - August 2006
Skills
Product Management, Entrepreneurship, Financial Modeling, Valuation, Analytics, Start-ups, Strategy, Finance, Management, Mergers & Acquisitions, Mobile Devices, Strategic Partnerships
Education
Stanford University Graduate School of Business 2010 — 2012
M.B.A.
Dartmouth College 2001 — 2005
Bachelor of Arts, Computer Science
John Worcester, CFA John Worcester, CFA's Morgan Stanley Experience February 1992 - September 2012
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Morgan Stanley February 1992 - September 2012
Bank of New England July 1984 - January 1992
Shawmut Bank of Boston November 1978 - June 1984
BayBank December 1971 - October 1978
Education
Babson College
Master of Business Administration (MBA)
Dartmouth College
BA
Ameriprise Financial Services, Inc. October 2012 - Present
Morgan Stanley February 1992 - September 2012
Bank of New England July 1984 - January 1992
Shawmut Bank of Boston November 1978 - June 1984
BayBank December 1971 - October 1978
Education
Babson College
Master of Business Administration (MBA)
Dartmouth College
BA
Benjamin Chuchla Benjamin Chuchla's Morgan Stanley Experience January 2012 - March 2012
Job Investment Associate at Centerbridge Partners
Industry Financial Services
Experience
Centerbridge Partners July 2015 - Present
Goldman Sachs July 2013 - Present
Goldman Sachs June 2012 - August 2012
Morgan Stanley January 2012 - March 2012
Dartmouth College April 2011 - March 2012
Dartmouth College September 2010 - December 2011
New America Foundation June 2010 - August 2010
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Double Major - Economics and Government
Calabasas High School 2005 — 2009
Centerbridge Partners July 2015 - Present
Goldman Sachs July 2013 - Present
Goldman Sachs June 2012 - August 2012
Morgan Stanley January 2012 - March 2012
Dartmouth College April 2011 - March 2012
Dartmouth College September 2010 - December 2011
New America Foundation June 2010 - August 2010
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Double Major - Economics and Government
Calabasas High School 2005 — 2009
John K. Casey John K. Casey's Morgan Stanley Experience 1981 - 1986
Job Senior Advisor at NH Small Business Development Center
Industry Motion Pictures and Film
Experience
NH Small Business Development Center June 2009 - Present
MPC Group April 1995 - January 2009
Motion Picture Marketing Company 1986 - 1995
Morgan Stanley 1981 - 1986
Skills
Start-ups, Business Strategy, Private Equity, Entrepreneurship, Corporate Finance, Strategic Partnerships, Business Planning, Financial Analysis, Management Consulting, Corporate Development, Financial Modeling, Motion Picture Finance, Venture Capital, Leadership, Finance, Strategy, Management, Valuation, Analysis, New Business Development, Program Management, Budgets, Business Development, Consulting, Executive Management
Education
Dartmouth College
Bachelor of Arts (B.A.), History
Dartmouth College - The Tuck School of Business at Dartmouth
MBA, Finance
NH Small Business Development Center June 2009 - Present
MPC Group April 1995 - January 2009
Motion Picture Marketing Company 1986 - 1995
Morgan Stanley 1981 - 1986
Skills
Start-ups, Business Strategy, Private Equity, Entrepreneurship, Corporate Finance, Strategic Partnerships, Business Planning, Financial Analysis, Management Consulting, Corporate Development, Financial Modeling, Motion Picture Finance, Venture Capital, Leadership, Finance, Strategy, Management, Valuation, Analysis, New Business Development, Program Management, Budgets, Business Development, Consulting, Executive Management
Education
Dartmouth College
Bachelor of Arts (B.A.), History
Dartmouth College - The Tuck School of Business at Dartmouth
MBA, Finance
Judy McLellan Judy McLellan's Morgan Stanley Experience August 2006 - July 2011
Job Investment Banking Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2013 - Present
MIT Sloan School of Management July 2011 - June 2013
Blue Ocean Equity Partners October 2012 - April 2013
Credit Suisse June 2012 - August 2012
Morgan Stanley August 2006 - July 2011
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Financial Analysis, Capital Markets, Corporate Finance, Business Strategy, Data Analysis, Strategy, Financial Services
Education
MIT Sloan School of Management 2011 — 2013
MBA
Dartmouth College 2002 — 2006
A.B.
Credit Suisse July 2013 - Present
MIT Sloan School of Management July 2011 - June 2013
Blue Ocean Equity Partners October 2012 - April 2013
Credit Suisse June 2012 - August 2012
Morgan Stanley August 2006 - July 2011
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Financial Analysis, Capital Markets, Corporate Finance, Business Strategy, Data Analysis, Strategy, Financial Services
Education
MIT Sloan School of Management 2011 — 2013
MBA
Dartmouth College 2002 — 2006
A.B.
Barnaby Levin Barnaby Levin's Morgan Stanley Experience June 2000 - March 2010
Job Partner | Managing Director of Levin Wealth Management at HighTower Advisors LLC
Industry Investment Management
Experience
HighTower Advisors LLC Levin Wealth Management March 2010 - Present
Morgan Stanley June 2000 - March 2010
Kidder Peabody November 1987 - June 2000
Triad Systems May 1978 - November 1987
Skills
Alternative Investments, Hedge Funds, Series 7, Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, Asset Management, Investment Portfolio, Financial Analysis, Equities, Emerging Markets, Bond Markets, Risk Management, Estate Planning, Multi-generational..., Investments, Strategic Financial..., Stock Market, Stock Trading, Balance Sheet, Income Statement, Client Education, Insurance, Term Life Insurance, Life Insurance, Securities, Finance, Mutual Funds, Management, Fixed Income, Investment Strategies, Investment Management
Education
Dartmouth College 1975 — 1978
BA, Comparative Literature
HighTower Advisors LLC Levin Wealth Management March 2010 - Present
Morgan Stanley June 2000 - March 2010
Kidder Peabody November 1987 - June 2000
Triad Systems May 1978 - November 1987
Skills
Alternative Investments, Hedge Funds, Series 7, Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, Asset Management, Investment Portfolio, Financial Analysis, Equities, Emerging Markets, Bond Markets, Risk Management, Estate Planning, Multi-generational..., Investments, Strategic Financial..., Stock Market, Stock Trading, Balance Sheet, Income Statement, Client Education, Insurance, Term Life Insurance, Life Insurance, Securities, Finance, Mutual Funds, Management, Fixed Income, Investment Strategies, Investment Management
Education
Dartmouth College 1975 — 1978
BA, Comparative Literature
Ryshard Grzanka Ryshard Grzanka's Morgan Stanley Experience 1996 - 1998
Job Accelerated Retirement Specialist, Independent Financial Advisor; Financial Planning for Doctors & Business Owners
Industry Investment Management
Experience
M&M Brokerage Services, Inc. September 2013 - Present
RG Consulting Group, LLC May 2006 - Present
Traditions Capital Management, LLC June 2007 - February 2009
Himelsein Mandel Capital May 2006 - June 2007
Park Venture Advisors, LLC August 2005 - April 2006
Goldman Sachs January 2005 - July 2005
AXA Financial November 2002 - January 2004
Cohane Rafferty Securities, LLC March 1999 - October 2001
Hold Brothers On-line Investment Services, LLC 1998 - 1999
Morgan Stanley 1996 - 1998
Skills
Tax Reduction, Wealth Management, Sales, Life Insurance, Retirement Planning, Insurance, Financial Analysis, Tax Minimization, Underwriting, Indexed Universal Life..., Investments, Employee Benefits, Equity Indexed Annuities, Estate Planning, Retirement, Investment Banking, Asset Management, Investment Management, Fixed Annuities, Tax, Securities, Term Life Insurance, Operations Management, Stocks, Small Business, Financial Services, Financial Consultant -..., Business Relationship..., Expert relationship..., Licensed Life Insurance..., Variable Life, Variable Annuities, Universal Life, Tax Optimization, Municipal Bonds, Life Settlements, Insurance Captial..., Licensed Life..., Financial Advisory, Mutual Funds, Finance
Education
Dartmouth College 1992 — 1996
AB, Psychology
Regis High School 1988 — 1992
NYS Regents Diploma
FINRA; NYS Dept. of Insurance
Licensed life insurance agent and life settlement broker. NASD Registered Securities Representative., Life Insurance, Annuities, Stocks, Bonds and Mutual Funds
W.A. Cunningham J.H.S. 234
M&M Brokerage Services, Inc. September 2013 - Present
RG Consulting Group, LLC May 2006 - Present
Traditions Capital Management, LLC June 2007 - February 2009
Himelsein Mandel Capital May 2006 - June 2007
Park Venture Advisors, LLC August 2005 - April 2006
Goldman Sachs January 2005 - July 2005
AXA Financial November 2002 - January 2004
Cohane Rafferty Securities, LLC March 1999 - October 2001
Hold Brothers On-line Investment Services, LLC 1998 - 1999
Morgan Stanley 1996 - 1998
Skills
Tax Reduction, Wealth Management, Sales, Life Insurance, Retirement Planning, Insurance, Financial Analysis, Tax Minimization, Underwriting, Indexed Universal Life..., Investments, Employee Benefits, Equity Indexed Annuities, Estate Planning, Retirement, Investment Banking, Asset Management, Investment Management, Fixed Annuities, Tax, Securities, Term Life Insurance, Operations Management, Stocks, Small Business, Financial Services, Financial Consultant -..., Business Relationship..., Expert relationship..., Licensed Life Insurance..., Variable Life, Variable Annuities, Universal Life, Tax Optimization, Municipal Bonds, Life Settlements, Insurance Captial..., Licensed Life..., Financial Advisory, Mutual Funds, Finance
Education
Dartmouth College 1992 — 1996
AB, Psychology
Regis High School 1988 — 1992
NYS Regents Diploma
FINRA; NYS Dept. of Insurance
Licensed life insurance agent and life settlement broker. NASD Registered Securities Representative., Life Insurance, Annuities, Stocks, Bonds and Mutual Funds
W.A. Cunningham J.H.S. 234
Charles Citrin's Morgan Stanley Experience July 2015 - Present
Job Private Wealth Management Intern at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley July 2015 - Present
Atlas Capital Group, LLC January 2014 - March 2014
V3 Capital Management June 2013 - August 2013
Skills
Graphic Design, Illustrator, Microsoft Excel, Real Estate Development, Social Media, Research, Leadership, Teamwork, Event Planning, Microsoft Office, Data Analysis, Editing, Public Speaking, PowerPoint, Photoshop
Education
Dartmouth College 2012 — 2016
Bachelor's Degree, History
Berkshire School 2009 — 2012
High School
Morgan Stanley July 2015 - Present
Atlas Capital Group, LLC January 2014 - March 2014
V3 Capital Management June 2013 - August 2013
Skills
Graphic Design, Illustrator, Microsoft Excel, Real Estate Development, Social Media, Research, Leadership, Teamwork, Event Planning, Microsoft Office, Data Analysis, Editing, Public Speaking, PowerPoint, Photoshop
Education
Dartmouth College 2012 — 2016
Bachelor's Degree, History
Berkshire School 2009 — 2012
High School
Vivienne Wei's Morgan Stanley Experience August 2011 - June 2013
Job Strategy & Corporate Development at eBay Classifieds Group
Industry Internet
Experience
eBay Classifieds October 2013 - Present
Morgan Stanley August 2011 - June 2013
乐啊科技 Looa.com July 2010 - April 2011
Innovation Works July 2010 - September 2010
Morgan Stanley June 2007 - August 2009
Skills
Financial Modeling, Entrepreneurship, Leveraged Finance, Venture Capital, Investment Banking, Cross-border M&A, China Business..., Business Valuation, International Business..., Investments, Due Diligence, Finance, Financial Analysis, Corporate Finance
Education
Harvard Business School 2009 — 2011
MBA
Dartmouth College 2003 — 2007
A.B., Economics & Mathematics, Magna Cum Laude, Phi Beta Kappa
Bocconi University 2006 — 2006
Exchange Program, International Finance
Oxford University 2005 — 2005
Exchange Program, Politics, Philosophy & Econonics (PP&E)
High School Affiliated to Fudan University 2000 — 2003
eBay Classifieds October 2013 - Present
Morgan Stanley August 2011 - June 2013
乐啊科技 Looa.com July 2010 - April 2011
Innovation Works July 2010 - September 2010
Morgan Stanley June 2007 - August 2009
Skills
Financial Modeling, Entrepreneurship, Leveraged Finance, Venture Capital, Investment Banking, Cross-border M&A, China Business..., Business Valuation, International Business..., Investments, Due Diligence, Finance, Financial Analysis, Corporate Finance
Education
Harvard Business School 2009 — 2011
MBA
Dartmouth College 2003 — 2007
A.B., Economics & Mathematics, Magna Cum Laude, Phi Beta Kappa
Bocconi University 2006 — 2006
Exchange Program, International Finance
Oxford University 2005 — 2005
Exchange Program, Politics, Philosophy & Econonics (PP&E)
High School Affiliated to Fudan University 2000 — 2003
Eric Dann Eric Dann's Morgan Stanley Experience February 2004 - June 2006
Job Managing Director and Associate General Counsel at Goldman Sachs
Industry Law Practice
Experience
Goldman Sachs January 2014 - Present
Goldman Sachs June 2006 - December 2013
Morgan Stanley February 2004 - June 2006
Davis Polk & Wardwell October 1996 - February 2004
Skills
Capital Markets, Securities, Mergers, Investment Management, Banking, Financial Services, Wealth Management..., Trading, Securities Regulation, Corporate Governance, Private Equity, Corporate Law, Hedge Funds, Joint Ventures, Credit
Education
Harvard Law School 1993 — 1996
J.D.
Dartmouth College 1987 — 1991
A.B., Government
Goldman Sachs January 2014 - Present
Goldman Sachs June 2006 - December 2013
Morgan Stanley February 2004 - June 2006
Davis Polk & Wardwell October 1996 - February 2004
Skills
Capital Markets, Securities, Mergers, Investment Management, Banking, Financial Services, Wealth Management..., Trading, Securities Regulation, Corporate Governance, Private Equity, Corporate Law, Hedge Funds, Joint Ventures, Credit
Education
Harvard Law School 1993 — 1996
J.D.
Dartmouth College 1987 — 1991
A.B., Government
Austin Major Austin Major's Morgan Stanley Experience June 2014 - Present
Job Leveraged Finance Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Morgan Stanley January 2013 - March 2013
Office of Senator Rob Portman June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Market Research, Management, Delegation, Customer Service
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Public Policy
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Morgan Stanley January 2013 - March 2013
Office of Senator Rob Portman June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Market Research, Management, Delegation, Customer Service
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Public Policy
Guillermo Olivos's Morgan Stanley Experience March 2004 - June 2004
Job Strategic Business Consultant
Industry Management Consulting
Experience
Self-Employed July 2013 - Present
DC Net Impact Professional Chapter May 2012 - March 2013
Robert H. Smith School of Business March 2011 - March 2013
evacuteer.org June 2009 - January 2013
Yale University June 2010 - August 2010
Brothers Redevelopment, Inc. February 2008 - July 2008
Hands On Network October 2005 - December 2007
Enterprise Corporation of the Delta April 2007 - October 2007
Morgan Stanley March 2004 - June 2004
Substance Abuse and Mental Health Services Administration June 2002 - September 2002
Skills
Grant Writing, Strategy, Project Management, Personnel Management, Operational Strategy, Fundraising, Management Consulting, Strategic Planning, Business Strategy, Non-profits, Program Management, Nonprofits, Music Tournaments, Affordable Housing, New Business Development, Financial Analysis, Data Analysis, Creative Writing, iMovie, Writers, Leadership, Management, Public Speaking, Project Planning, Research, Strategic Partnerships, Volunteer Management, Grants, Analysis, HTML, CSS, JavaScript, Editing, Social Entrepreneurship, Entrepreneurship, Community Outreach
Education
Yale University 2008 — 2010
MBA, Social Entrepreneurship, Non-Profit Management, Strategy
Dartmouth College 2001 — 2005
B.A., English, Psychology
Self-Employed July 2013 - Present
DC Net Impact Professional Chapter May 2012 - March 2013
Robert H. Smith School of Business March 2011 - March 2013
evacuteer.org June 2009 - January 2013
Yale University June 2010 - August 2010
Brothers Redevelopment, Inc. February 2008 - July 2008
Hands On Network October 2005 - December 2007
Enterprise Corporation of the Delta April 2007 - October 2007
Morgan Stanley March 2004 - June 2004
Substance Abuse and Mental Health Services Administration June 2002 - September 2002
Skills
Grant Writing, Strategy, Project Management, Personnel Management, Operational Strategy, Fundraising, Management Consulting, Strategic Planning, Business Strategy, Non-profits, Program Management, Nonprofits, Music Tournaments, Affordable Housing, New Business Development, Financial Analysis, Data Analysis, Creative Writing, iMovie, Writers, Leadership, Management, Public Speaking, Project Planning, Research, Strategic Partnerships, Volunteer Management, Grants, Analysis, HTML, CSS, JavaScript, Editing, Social Entrepreneurship, Entrepreneurship, Community Outreach
Education
Yale University 2008 — 2010
MBA, Social Entrepreneurship, Non-Profit Management, Strategy
Dartmouth College 2001 — 2005
B.A., English, Psychology
Bianca Jackson Bianca Jackson's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst in Transportation
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley May 2014 - August 2014
L.E.K. Consulting September 2013 - December 2013
Robbins Architecture June 2012 - August 2012
Skills
Research, PowerPoint, Microsoft Excel, Matlab, C/C++ STL, Solidworks, Microsoft Word
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Engineering
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics
New Trier High School 2007 — 2011
Morgan Stanley June 2015 - Present
Morgan Stanley May 2014 - August 2014
L.E.K. Consulting September 2013 - December 2013
Robbins Architecture June 2012 - August 2012
Skills
Research, PowerPoint, Microsoft Excel, Matlab, C/C++ STL, Solidworks, Microsoft Word
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Engineering
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics
New Trier High School 2007 — 2011
Jake Weil Jake Weil's Morgan Stanley Experience June 2014 - Present
Job Fixed Income Summer Analyst at Morgan Stanley
Industry
Experience
Morgan Stanley June 2014 - Present
Jake and Max's eBay/CraigsList Service June 2012 - August 2012
CARQUEST Auto Parts June 2012 - August 2012
Primetime Lacrosse Select LLC June 2011 - August 2011
Skills
ArcGIS, Quantum GIS, Marketing Strategy, Leadership Development, Team Leadership, Microsoft Word, Microsoft Excel, Research, Teamwork
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (BA), Government, Minor: Art History
John Jay High School 2007 — 2011
High School Diploma
Morgan Stanley June 2014 - Present
Jake and Max's eBay/CraigsList Service June 2012 - August 2012
CARQUEST Auto Parts June 2012 - August 2012
Primetime Lacrosse Select LLC June 2011 - August 2011
Skills
ArcGIS, Quantum GIS, Marketing Strategy, Leadership Development, Team Leadership, Microsoft Word, Microsoft Excel, Research, Teamwork
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (BA), Government, Minor: Art History
John Jay High School 2007 — 2011
High School Diploma
Tim Daniels, AIF® Tim Daniels, AIF®'s Morgan Stanley Experience June 2008 - September 2008
Job National Account Director at fi360
Industry Financial Services
Experience
fi360 December 2014 - Present
BrightScope June 2010 - November 2014
TPHS February 2010 - February 2012
Morgan Stanley June 2008 - September 2008
Skills
Mutual Funds, 401k, Enterprise Software, Consultative Sales, 401k Business..., Investments, Enterprise Technology..., Sales, Social Media Marketing, Salesforce.com, Financial Technology, Fiduciary Law, Fiduciary Services, Entrepreneurship, Pricing Strategy, Data Aggregation, Broker-Dealer Operations, Start-ups, Data Governance, Data Stewardship, Brand Awareness, Content Marketing, SEO, Leadership, Management, Analytics, Retirement, Retirement Planning, SaaS
Education
Dartmouth College
BA, History
Milton Academy 2002 — 2004
Duxbury High School 2000 — 2002
fi360 December 2014 - Present
BrightScope June 2010 - November 2014
TPHS February 2010 - February 2012
Morgan Stanley June 2008 - September 2008
Skills
Mutual Funds, 401k, Enterprise Software, Consultative Sales, 401k Business..., Investments, Enterprise Technology..., Sales, Social Media Marketing, Salesforce.com, Financial Technology, Fiduciary Law, Fiduciary Services, Entrepreneurship, Pricing Strategy, Data Aggregation, Broker-Dealer Operations, Start-ups, Data Governance, Data Stewardship, Brand Awareness, Content Marketing, SEO, Leadership, Management, Analytics, Retirement, Retirement Planning, SaaS
Education
Dartmouth College
BA, History
Milton Academy 2002 — 2004
Duxbury High School 2000 — 2002
Christopher Chan Christopher Chan's Morgan Stanley Experience July 2007 - October 2009
Job Portfolio Manager at Balyasny Asset Management L.P.
Industry Investment Management
Experience
Balyasny Asset Management L.P. November 2014 - Present
Citadel Investment Group November 2009 - May 2014
Morgan Stanley July 2007 - October 2009
Skills
Valuation, Financial Modeling, Capital Markets, Investment Banking, Economics, Due Diligence, Investments, Corporate Finance, Financial Analysis, Bloomberg, Mergers, Special Situations, LBO, Equity Research, Equities, Portfolio Management
Education
Dartmouth College 2003 — 2007
Bachelor of Arts (B.A.), Economics
Balyasny Asset Management L.P. November 2014 - Present
Citadel Investment Group November 2009 - May 2014
Morgan Stanley July 2007 - October 2009
Skills
Valuation, Financial Modeling, Capital Markets, Investment Banking, Economics, Due Diligence, Investments, Corporate Finance, Financial Analysis, Bloomberg, Mergers, Special Situations, LBO, Equity Research, Equities, Portfolio Management
Education
Dartmouth College 2003 — 2007
Bachelor of Arts (B.A.), Economics
Eric Wu's Morgan Stanley Experience June 2013 - February 2014
Job Business Analyst at Hinge App
Industry Information Technology and Services
Experience
Techstars March 2014 - June 2014
Morgan Stanley June 2013 - February 2014
Citi June 2012 - August 2012
YouTube May 2007 - September 2009
Skills
Capital Markets, Bloomberg, Data Analysis, Equities, Microsoft Excel, Financial Modeling, Trading, Analysis, Marketing, Valuation, Start-ups, Microsoft Office, PowerPoint
Education
Dartmouth College 2009 — 2013
Bachelor of Arts, Psychology
Arcadia High School 2005 — 2009
High School
Techstars March 2014 - June 2014
Morgan Stanley June 2013 - February 2014
Citi June 2012 - August 2012
YouTube May 2007 - September 2009
Skills
Capital Markets, Bloomberg, Data Analysis, Equities, Microsoft Excel, Financial Modeling, Trading, Analysis, Marketing, Valuation, Start-ups, Microsoft Office, PowerPoint
Education
Dartmouth College 2009 — 2013
Bachelor of Arts, Psychology
Arcadia High School 2005 — 2009
High School
J P Banks's Morgan Stanley Experience June 2000 - March 2006
Job Financial Consultant, Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2006 - Present
Morgan Stanley June 2000 - March 2006
Advest, Inc. November 1998 - June 2000
Lasser Marshall August 1993 - October 1998
Skills
Retirement Planning, Comprehensive Wealth..., Asset Allocation, Wealth Transfer Planning, College Savings Plans, Risk Management, Client Relationship..., FINRA, Life Insurance, Series 63, Wealth Management..., Strategic Financial..., Wealth Management, Series 7, Employee Benefits, Wealth, Mutual Funds, Fixed Income, Small Business, Estate Planning, Retirement, CRM, Portfolio Management, Alternative Investments, Investments, Securities, Finance, Customer Service, Financial Services, Strategic Planning, Asset Management, Insurance, Public Speaking
Education
The Johns Hopkins University 1991 — 1993
B.A., Sociology
Dartmouth College 1989 — 1991
Ward Melville High School 1986 — 1989
Wells Fargo Advisors March 2006 - Present
Morgan Stanley June 2000 - March 2006
Advest, Inc. November 1998 - June 2000
Lasser Marshall August 1993 - October 1998
Skills
Retirement Planning, Comprehensive Wealth..., Asset Allocation, Wealth Transfer Planning, College Savings Plans, Risk Management, Client Relationship..., FINRA, Life Insurance, Series 63, Wealth Management..., Strategic Financial..., Wealth Management, Series 7, Employee Benefits, Wealth, Mutual Funds, Fixed Income, Small Business, Estate Planning, Retirement, CRM, Portfolio Management, Alternative Investments, Investments, Securities, Finance, Customer Service, Financial Services, Strategic Planning, Asset Management, Insurance, Public Speaking
Education
The Johns Hopkins University 1991 — 1993
B.A., Sociology
Dartmouth College 1989 — 1991
Ward Melville High School 1986 — 1989
Elizabeth Meigher's Morgan Stanley Experience 1999 - 2002
Job EDITOR at QUEST MEDIA, LLC
Industry Publishing
Experience
QUEST MEDIA, LLC 2003 - Present
QUEST MEDIA, LLC 2003 - Present
Morgan Stanley 1999 - 2002
Skills
Photography, Drawing, Sailing, Skiing, Tennis, Ski, Social Media, Publishing, Fashion, Editorial, Private Equity, Publicity, Entertainment, Social Networking, Editing, Journalism, Copy Editing, Social Media Marketing, Facebook, Newsletters, Marketing Communications, Public Relations, Digital Media, Content Management, Copywriting, New Media, Media Relations, Magazines, Blogging, Content Strategy, Digital Strategy, Creative Direction, Press Releases
Education
Dartmouth College 1995 — 1999
Bachelor of Arts, English
QUEST MEDIA, LLC 2003 - Present
QUEST MEDIA, LLC 2003 - Present
Morgan Stanley 1999 - 2002
Skills
Photography, Drawing, Sailing, Skiing, Tennis, Ski, Social Media, Publishing, Fashion, Editorial, Private Equity, Publicity, Entertainment, Social Networking, Editing, Journalism, Copy Editing, Social Media Marketing, Facebook, Newsletters, Marketing Communications, Public Relations, Digital Media, Content Management, Copywriting, New Media, Media Relations, Magazines, Blogging, Content Strategy, Digital Strategy, Creative Direction, Press Releases
Education
Dartmouth College 1995 — 1999
Bachelor of Arts, English
Charles Friedland Charles Friedland's Morgan Stanley Experience June 2010 - July 2012
Job Strategy at ipsy
Industry Internet
Experience
ipsy 2015 - Present
Summit Partners 2012 - 2015
Morgan Stanley June 2010 - July 2012
Skills
Financial Modeling
Education
Dartmouth College 2006 — 2010
BA, Economics
ipsy 2015 - Present
Summit Partners 2012 - 2015
Morgan Stanley June 2010 - July 2012
Skills
Financial Modeling
Education
Dartmouth College 2006 — 2010
BA, Economics
Brevan D'Angelo's Morgan Stanley Experience 2010 - 2013
Job Associate at Onex Corporation
Industry Venture Capital & Private Equity
Experience
Onex 2013 - 2014
Morgan Stanley 2010 - 2013
Education
Dartmouth College
Bachelor of Arts (B.A.)
Onex 2013 - 2014
Morgan Stanley 2010 - 2013
Education
Dartmouth College
Bachelor of Arts (B.A.)
Kaitlyn J. Ramirez Kaitlyn J. Ramirez's Morgan Stanley Experience June 2015 - August 2015
Job Investment Banking Summer Associate at Morgan Stanley
Industry Higher Education
Experience
Morgan Stanley June 2015 - August 2015
Dartmouth College December 2013 - July 2014
Dartmouth College November 2011 - November 2013
Dartmouth College July 2010 - November 2011
Dartmouth College November 2009 - July 2010
Skills
Data Analysis, Analysis, Editing, Higher Education, Recruiting, Financial Analysis, Nonprofits, PowerPoint, Microsoft Excel, Community Outreach, Project Management, Research, Microsoft Office, Grant Writing, Spanish, Stata, Fundraising, Qualitative Research, Excel, Outlook, SharePoint, OmniUpdate, Python, Java, HTML, Event Planning, Languages, Oracle, Problem Solving, MS Project, Japanese, French, Pivot Tables, PowerPivot, Audit Command Language
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Dartmouth College 2005 — 2009
BA, East Asian Studies (Japanese), Psychology
Kanda University of International Studies 2006 — 2006
Japanese Language and Literature
Plainview-Old Bethpage JFK HS 2001 — 2005
Morgan Stanley June 2015 - August 2015
Dartmouth College December 2013 - July 2014
Dartmouth College November 2011 - November 2013
Dartmouth College July 2010 - November 2011
Dartmouth College November 2009 - July 2010
Skills
Data Analysis, Analysis, Editing, Higher Education, Recruiting, Financial Analysis, Nonprofits, PowerPoint, Microsoft Excel, Community Outreach, Project Management, Research, Microsoft Office, Grant Writing, Spanish, Stata, Fundraising, Qualitative Research, Excel, Outlook, SharePoint, OmniUpdate, Python, Java, HTML, Event Planning, Languages, Oracle, Problem Solving, MS Project, Japanese, French, Pivot Tables, PowerPivot, Audit Command Language
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Dartmouth College 2005 — 2009
BA, East Asian Studies (Japanese), Psychology
Kanda University of International Studies 2006 — 2006
Japanese Language and Literature
Plainview-Old Bethpage JFK HS 2001 — 2005
Alexandra Essey Alexandra Essey's Morgan Stanley Experience June 2013 - March 2015
Job Strategy Analyst at ClassPass
Industry Internet
Experience
ClassPass April 2015 - Present
Morgan Stanley June 2013 - March 2015
Skills
Capital Markets, Hedge Funds, Fixed Income, Financial Modeling, Equities, Investment Banking
Education
Dartmouth College 2010 — 2013
Bachelor of Arts (B.A.), Government
Hunter College High School 2003 — 2009
ClassPass April 2015 - Present
Morgan Stanley June 2013 - March 2015
Skills
Capital Markets, Hedge Funds, Fixed Income, Financial Modeling, Equities, Investment Banking
Education
Dartmouth College 2010 — 2013
Bachelor of Arts (B.A.), Government
Hunter College High School 2003 — 2009
Kristina Lee's Morgan Stanley Experience January 2013 - March 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2013 - August 2013
Morgan Stanley January 2013 - March 2013
Business Development Asia June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Valuation, Capital IQ, Equity Capital Markets, Bloomberg, Corporate Finance
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Psychology
Milton Academy 2006 — 2010
High School
Bank of America Merrill Lynch June 2013 - August 2013
Morgan Stanley January 2013 - March 2013
Business Development Asia June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Valuation, Capital IQ, Equity Capital Markets, Bloomberg, Corporate Finance
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Psychology
Milton Academy 2006 — 2010
High School
Ian Picache Ian Picache's Morgan Stanley Experience 1994 - 1997
Job Managing Partner, Two Six Capital
Industry Venture Capital & Private Equity
Experience
Two Six Capital 2012 - Present
Picache Holdings LLC 2009 - 2012
Technology Crossover Ventures 2005 - 2008
Vanguard Ventures 2001 - 2005
TeleSoft Partners 1997 - 1999
Morgan Stanley 1994 - 1997
Skills
Due Diligence, Private Equity, Venture Capital, Mergers & Acquisitions, Start-ups, Growth Capital, Mergers, Corporate Development, Business Strategy, Management, Angel Investing, Entrepreneurship, Sales, Product Marketing
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Dartmouth College 1990 — 1994
BA, Engineering and Economics
Phillips Exeter Academy 1986 — 1990
High School
Two Six Capital 2012 - Present
Picache Holdings LLC 2009 - 2012
Technology Crossover Ventures 2005 - 2008
Vanguard Ventures 2001 - 2005
TeleSoft Partners 1997 - 1999
Morgan Stanley 1994 - 1997
Skills
Due Diligence, Private Equity, Venture Capital, Mergers & Acquisitions, Start-ups, Growth Capital, Mergers, Corporate Development, Business Strategy, Management, Angel Investing, Entrepreneurship, Sales, Product Marketing
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Dartmouth College 1990 — 1994
BA, Engineering and Economics
Phillips Exeter Academy 1986 — 1990
High School
Camila Hernandez Camila Hernandez's Morgan Stanley Experience June 2014 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Cirquility January 2012 - June 2013
Baker-Berry Library June 2011 - June 2013
Morgan Stanley June 2012 - August 2012
Academic Skills Center January 2011 - June 2012
Skills
Microsoft Excel, Microsoft PowerPoint, Stata, Capital IQ, SNL Financial, PowerPoint, Leadership, Statistics, Investment Banking, Program Management
Education
Dartmouth College 2010 — 2014
A.B., Economics, Sociology
Carrollton School of the Sacred Heart 2006 — 2010
High School, International Baccalaureate Diploma
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Cirquility January 2012 - June 2013
Baker-Berry Library June 2011 - June 2013
Morgan Stanley June 2012 - August 2012
Academic Skills Center January 2011 - June 2012
Skills
Microsoft Excel, Microsoft PowerPoint, Stata, Capital IQ, SNL Financial, PowerPoint, Leadership, Statistics, Investment Banking, Program Management
Education
Dartmouth College 2010 — 2014
A.B., Economics, Sociology
Carrollton School of the Sacred Heart 2006 — 2010
High School, International Baccalaureate Diploma
Chris Costabile Chris Costabile's Morgan Stanley Experience June 2013 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Education
Dartmouth College 2009 — 2013
Bachelor's degree
Morgan Stanley June 2013 - Present
Education
Dartmouth College 2009 — 2013
Bachelor's degree
Ben Rush's Morgan Stanley Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Oliver Wyman January 2015 - March 2015
Federal Reserve Bank of Minneapolis June 2013 - August 2013
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Mathematics
Budapest Semesters in Mathematics Program
Mathematics
Mounds View High School 2008 — 2012
High School Diploma, 4.0
Morgan Stanley June 2015 - August 2015
Oliver Wyman January 2015 - March 2015
Federal Reserve Bank of Minneapolis June 2013 - August 2013
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Mathematics
Budapest Semesters in Mathematics Program
Mathematics
Mounds View High School 2008 — 2012
High School Diploma, 4.0
Jibran Ahmad's Morgan Stanley Experience June 2013 - August 2013
Job Incoming Private Equity Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - August 2015
Goldman Sachs January 2015 - March 2015
Morgan Stanley June 2013 - August 2013
Artha Capital Management July 2012 - August 2012
UBS Wealth Management May 2012 - June 2012
Skills
Stata, Financial Modeling, PowerPoint, Microsoft Excel, Capital IQ, Teamwork, Bloomberg Terminal, Finance
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Università Commerciale 'Luigi Bocconi' 2014 — 2014
Bachelor of Arts (B.A.)
The Hackley School 2008 — 2012
Goldman Sachs June 2015 - August 2015
Goldman Sachs January 2015 - March 2015
Morgan Stanley June 2013 - August 2013
Artha Capital Management July 2012 - August 2012
UBS Wealth Management May 2012 - June 2012
Skills
Stata, Financial Modeling, PowerPoint, Microsoft Excel, Capital IQ, Teamwork, Bloomberg Terminal, Finance
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Università Commerciale 'Luigi Bocconi' 2014 — 2014
Bachelor of Arts (B.A.)
The Hackley School 2008 — 2012
Jane J Su Jane J Su's Morgan Stanley Experience 1993 - 1996
Job Advisor and Investor
Industry Investment Management
Experience
CBRE 2006 - July 2013
PAG (Pacific Alliance Group) 2010 - June 2013
Blum Capital Partners January 2002 - June 2013
Payless ShoeSource 2012 - 2013
Bank of America 1996 - 2000
Morgan Stanley 1993 - 1996
Prudential Financial 1991 - 1993
Skills
Private Equity, Asset Management, Real Estate, Strategic Planning, Venture Capital, Due Diligence, Investments, Mergers & Acquisitions, Valuation, Asset Managment
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
Dartmouth College
Bachelor's Degree, Computer Science and Philosophy
CBRE 2006 - July 2013
PAG (Pacific Alliance Group) 2010 - June 2013
Blum Capital Partners January 2002 - June 2013
Payless ShoeSource 2012 - 2013
Bank of America 1996 - 2000
Morgan Stanley 1993 - 1996
Prudential Financial 1991 - 1993
Skills
Private Equity, Asset Management, Real Estate, Strategic Planning, Venture Capital, Due Diligence, Investments, Mergers & Acquisitions, Valuation, Asset Managment
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
Dartmouth College
Bachelor's Degree, Computer Science and Philosophy
Alex Nicholson's Morgan Stanley Experience June 2013 - Present
Job FX Ecommerce Sales Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Skills
E-commerce, Sales, Fixed Income, Data Analysis, Microsoft Excel
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), History
Deerfield Academy 2006 — 2009
Morgan Stanley June 2013 - Present
Skills
E-commerce, Sales, Fixed Income, Data Analysis, Microsoft Excel
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), History
Deerfield Academy 2006 — 2009
Jacob Blair Jacob Blair's Morgan Stanley Experience June 2013 - August 2013
Job Freelance SAT Tutor
Industry
Experience
Morgan Stanley June 2013 - August 2013
New York City Office of the Mayor July 2011 - August 2011
New York City Criminal Court June 2011 - August 2011
New York County District Attorney's Office June 2009 - August 2009
Skills
Portuguese, Research, Writing, Microsoft Excel, PowerPoint, English, Teaching English as a..., Sports Coaching, Financial Modeling, Java, Python, History, Customer Service
Education
Dartmouth College 2010 — 2014
Bachelor’s Degree, History, Cum Laude
Morgan Stanley June 2013 - August 2013
New York City Office of the Mayor July 2011 - August 2011
New York City Criminal Court June 2011 - August 2011
New York County District Attorney's Office June 2009 - August 2009
Skills
Portuguese, Research, Writing, Microsoft Excel, PowerPoint, English, Teaching English as a..., Sports Coaching, Financial Modeling, Java, Python, History, Customer Service
Education
Dartmouth College 2010 — 2014
Bachelor’s Degree, History, Cum Laude
Zobeida Gonzalez's Morgan Stanley Experience August 2000 - April 2005
Job Senior Recruiter at Box
Industry Human Resources
Experience
Box May 2015 - Present
Salesforce.com September 2010 - May 2015
Gap Inc. (Old Navy) January 2009 - January 2010
Merrill Lynch December 2006 - March 2008
McKinsey & Co June 2006 - December 2006
Google April 2005 - April 2006
Morgan Stanley August 2000 - April 2005
Skills
Applicant Tracking..., Sourcing, Marketing, Marketing Strategy, Strategy, Talent Management, Recruiting, Temporary Placement, Professional Services, Training, Leadership, Business Development, Program Management, Time Management, Sales, Interviews, Consulting, Technical Recruiting, Team Leadership, Employee Relations, Management, Human Resources, CRM, Onboarding, Talent Acquisition, Advertising, College Recruiting, Salesforce.com, Strategic Partnerships, Hiring, Screening, Team Building, Mentoring, Relationship Building
Education
Dartmouth College
B.A, English Literature
Box May 2015 - Present
Salesforce.com September 2010 - May 2015
Gap Inc. (Old Navy) January 2009 - January 2010
Merrill Lynch December 2006 - March 2008
McKinsey & Co June 2006 - December 2006
Google April 2005 - April 2006
Morgan Stanley August 2000 - April 2005
Skills
Applicant Tracking..., Sourcing, Marketing, Marketing Strategy, Strategy, Talent Management, Recruiting, Temporary Placement, Professional Services, Training, Leadership, Business Development, Program Management, Time Management, Sales, Interviews, Consulting, Technical Recruiting, Team Leadership, Employee Relations, Management, Human Resources, CRM, Onboarding, Talent Acquisition, Advertising, College Recruiting, Salesforce.com, Strategic Partnerships, Hiring, Screening, Team Building, Mentoring, Relationship Building
Education
Dartmouth College
B.A, English Literature
Chelsea Mandel's Morgan Stanley Experience June 2014 - August 2014
Job Acquisitions Analyst Starwood Capital Group
Industry Financial Services
Experience
Starwood Capital Group 2015 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley January 2014 - March 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Event Planning, Social Networking, Spanish
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
Starwood Capital Group 2015 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley January 2014 - March 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Event Planning, Social Networking, Spanish
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
J. Daniel Kim J. Daniel Kim's Morgan Stanley Experience 2010 - 2010
Job PhD Candidate at MIT
Industry Higher Education
Experience
U.S. Census Bureau 2015 - Present
Harvard Business School June 2011 - July 2013
Morgan Stanley 2010 - 2010
Education
MIT Sloan School of Management
Doctor of Philosophy (Ph.D.)
Dartmouth College
Bachelor's Degree, Applied Mathematics
U.S. Census Bureau 2015 - Present
Harvard Business School June 2011 - July 2013
Morgan Stanley 2010 - 2010
Education
MIT Sloan School of Management
Doctor of Philosophy (Ph.D.)
Dartmouth College
Bachelor's Degree, Applied Mathematics
Jessica Venturino Jessica Venturino's Morgan Stanley Experience June 2014 - August 2014
Job Associate at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Dartmouth College Women's Lacrosse 2011 - Present
Morgan Stanley June 2014 - August 2014
Davis Polk & Wardwell LLP September 2013 - December 2013
Craig Scott Capital, LLC June 2012 - August 2012
Lacrosse Unlimited August 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Facebook, Microsoft PowerPoint
Education
Dartmouth College 2011 — 2015
Liberal Arts Degree, Government
Hauppauge High School 2007 — 2011
Fidelity Investments July 2015 - Present
Dartmouth College Women's Lacrosse 2011 - Present
Morgan Stanley June 2014 - August 2014
Davis Polk & Wardwell LLP September 2013 - December 2013
Craig Scott Capital, LLC June 2012 - August 2012
Lacrosse Unlimited August 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Facebook, Microsoft PowerPoint
Education
Dartmouth College 2011 — 2015
Liberal Arts Degree, Government
Hauppauge High School 2007 — 2011
Evan Meyerson Evan Meyerson's Morgan Stanley Experience June 2007 - August 2007
Job Associate at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Industry Law Practice
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2015 - Present
State Senator Daniel Squadron July 2015 - September 2015
United States District Court for the District of Columbia May 2014 - May 2015
Sullivan & Cromwell LLP October 2013 - May 2014
Squadron for New York August 2013 - October 2013
United States Attorney's Office, Eastern District of New York May 2011 - August 2011
Bain Capital Ventures September 2008 - August 2010
Morgan Stanley June 2007 - August 2007
Credit Suisse January 2007 - March 2007
Democratic Senatorial Campaign Committee June 2006 - September 2006
Education
Harvard Law School 2010 — 2013
JD
Dartmouth College 2004 — 2008
BA
Stuyvesant High School 2000 — 2004
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2015 - Present
State Senator Daniel Squadron July 2015 - September 2015
United States District Court for the District of Columbia May 2014 - May 2015
Sullivan & Cromwell LLP October 2013 - May 2014
Squadron for New York August 2013 - October 2013
United States Attorney's Office, Eastern District of New York May 2011 - August 2011
Bain Capital Ventures September 2008 - August 2010
Morgan Stanley June 2007 - August 2007
Credit Suisse January 2007 - March 2007
Democratic Senatorial Campaign Committee June 2006 - September 2006
Education
Harvard Law School 2010 — 2013
JD
Dartmouth College 2004 — 2008
BA
Stuyvesant High School 2000 — 2004
Dan Lentz Dan Lentz's Morgan Stanley Experience June 2013 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Dartmouth College 2011 - 2013
BNY Mellon January 2012 - March 2012
Evolving Vox LLC 2011 - 2012
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (BA), Mathematics and Social Sciences (Honors Major), Psychology (Minor)
Morgan Stanley June 2013 - Present
Dartmouth College 2011 - 2013
BNY Mellon January 2012 - March 2012
Evolving Vox LLC 2011 - 2012
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (BA), Mathematics and Social Sciences (Honors Major), Psychology (Minor)
Kent Sutherland's Morgan Stanley Experience November 2007 - February 2008
Job Game Designer
Industry Computer Games
Experience
NxTomo Games Limited January 2012 - Present
Freelance September 2009 - December 2011
Tiger Gate Entertainment Ltd. September 2010 - December 2010
Dartmouth College 2007 - 2010
Morgan Stanley November 2007 - February 2008
Skills
Game Design, Writing, Creative Non-fiction, Interactive Storytelling, Editing, Market Research, 3D Modeling, New Media, Game Writing, Game Theory, Script Editing, Copy Editing, Storytelling, Literary Criticism, Maya, Research, Illustrator, Ableton Live, Avid Media Composer, Social Media Marketing, Academic Writing, Academic Editing, Copywriting, Film Editing, Fiction Writing, Art, Mobile Games, Game Development, User Experience, Creative Writing, Video Games, Photoshop, Animation
Education
Dartmouth College 2006 — 2011
Bachelor of the Arts, Creative Nonfiction, Digital Arts
Hong Kong International School 2002 — 2006
NxTomo Games Limited January 2012 - Present
Freelance September 2009 - December 2011
Tiger Gate Entertainment Ltd. September 2010 - December 2010
Dartmouth College 2007 - 2010
Morgan Stanley November 2007 - February 2008
Skills
Game Design, Writing, Creative Non-fiction, Interactive Storytelling, Editing, Market Research, 3D Modeling, New Media, Game Writing, Game Theory, Script Editing, Copy Editing, Storytelling, Literary Criticism, Maya, Research, Illustrator, Ableton Live, Avid Media Composer, Social Media Marketing, Academic Writing, Academic Editing, Copywriting, Film Editing, Fiction Writing, Art, Mobile Games, Game Development, User Experience, Creative Writing, Video Games, Photoshop, Animation
Education
Dartmouth College 2006 — 2011
Bachelor of the Arts, Creative Nonfiction, Digital Arts
Hong Kong International School 2002 — 2006
Thomas D'Antonio's Morgan Stanley Experience August 2013 - April 2015
Job MBA Candidate at MIT Sloan School of Management
Industry Financial Services
Experience
MIT Sloan School of Management July 2015 - Present
Morgan Stanley August 2013 - April 2015
Morgan Stanley June 2010 - August 2013
Morgan Stanley June 2009 - August 2009
Morgan Stanley September 2008 - December 2008
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Dartmouth College 2006 — 2010
Bachelor's degree, Chemistry and Mathematics Double Major
MIT Sloan School of Management July 2015 - Present
Morgan Stanley August 2013 - April 2015
Morgan Stanley June 2010 - August 2013
Morgan Stanley June 2009 - August 2009
Morgan Stanley September 2008 - December 2008
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Dartmouth College 2006 — 2010
Bachelor's degree, Chemistry and Mathematics Double Major
Ethan Sawyer Ethan Sawyer's Morgan Stanley Experience August 2002 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2002 - Present
Mercer Management Consulting August 1996 - April 1999
Education
Harvard Law School 1999 — 2002
Doctor of Law (J.D.)
Dartmouth College 1992 — 1996
Bachelor of Arts (B.A.), Philosophy
Morgan Stanley August 2002 - Present
Mercer Management Consulting August 1996 - April 1999
Education
Harvard Law School 1999 — 2002
Doctor of Law (J.D.)
Dartmouth College 1992 — 1996
Bachelor of Arts (B.A.), Philosophy
Anjelo Austria Anjelo Austria's Morgan Stanley Experience July 2015 - Present
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley March 2013 - July 2015
MF Global June 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Bloomberg Terminal, Microsoft Office, Quantitative Analytics, Data Analysis, Economics, Fixed Income, Analysis, Financial Modeling, Equities, Valuation, Corporate Finance, Bloomberg, Hedge Funds
Education
Dartmouth College 2008 — 2012
BA, Economics Modified with Sociology Major / Government Minor
School for International Training 2010 — 2010
Multiculturalism and Human Rights
Plainview-Old Bethpage John F. Kennedy High School 2004 — 2008
Honors Diploma
Morgan Stanley July 2015 - Present
Morgan Stanley March 2013 - July 2015
MF Global June 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Bloomberg Terminal, Microsoft Office, Quantitative Analytics, Data Analysis, Economics, Fixed Income, Analysis, Financial Modeling, Equities, Valuation, Corporate Finance, Bloomberg, Hedge Funds
Education
Dartmouth College 2008 — 2012
BA, Economics Modified with Sociology Major / Government Minor
School for International Training 2010 — 2010
Multiculturalism and Human Rights
Plainview-Old Bethpage John F. Kennedy High School 2004 — 2008
Honors Diploma
Hannah Conant Hannah Conant's Morgan Stanley Experience January 2013 - April 2013
Job Human Resources Coordinator at Jane Street Capital
Industry Financial Services
Experience
Jane Street Capital April 2013 - Present
Morgan Stanley January 2013 - April 2013
Morgan Stanley June 2011 - January 2013
Saks Fifth Avenue June 2010 - August 2010
Skills
Personnel Management, Human Resources, Talent Management, Onboarding, Employee Relations, Talent Acquisition, Performance Management, PeopleSoft, Succession Planning, Applicant Tracking..., Benefits Administration, College Recruiting, Data Analysis, Employee Benefits, Employee Engagement, Interviews, PowerPoint
Education
Dartmouth College 2007 — 2011
BA, Psychology
Jane Street Capital April 2013 - Present
Morgan Stanley January 2013 - April 2013
Morgan Stanley June 2011 - January 2013
Saks Fifth Avenue June 2010 - August 2010
Skills
Personnel Management, Human Resources, Talent Management, Onboarding, Employee Relations, Talent Acquisition, Performance Management, PeopleSoft, Succession Planning, Applicant Tracking..., Benefits Administration, College Recruiting, Data Analysis, Employee Benefits, Employee Engagement, Interviews, PowerPoint
Education
Dartmouth College 2007 — 2011
BA, Psychology
Alexander Frank Alexander Frank's Morgan Stanley Experience October 1985 - January 2008
Job
Industry Financial Services
Experience
Fifth Street Asset Management September 2011 - Present
Chilton Investment Company September 2008 - March 2011
Morgan Stanley October 1985 - January 2008
Arthur Andersen June 1983 - October 1985
Skills
Hedge Funds, Capital Markets, Treasury, Financial Modeling, Alternative Investments, Auditing, Private Equity, Fixed Income, Derivatives, Financial Analysis, Equities, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
Master of Business Administration (MBA), Accounting and Finance
Dartmouth College 1976 — 1980
BA, Government
Fifth Street Asset Management September 2011 - Present
Chilton Investment Company September 2008 - March 2011
Morgan Stanley October 1985 - January 2008
Arthur Andersen June 1983 - October 1985
Skills
Hedge Funds, Capital Markets, Treasury, Financial Modeling, Alternative Investments, Auditing, Private Equity, Fixed Income, Derivatives, Financial Analysis, Equities, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
Master of Business Administration (MBA), Accounting and Finance
Dartmouth College 1976 — 1980
BA, Government
Dan August Dan August's Morgan Stanley Experience July 2007 - June 2008
Job Head of Strategic Marketing & Planning at National Football League
Industry Sports
Experience
National Football League January 2015 - Present
National Football League August 2013 - December 2014
National Football League June 2010 - July 2013
National Football League June 2008 - June 2010
Morgan Stanley July 2007 - June 2008
Spencer Stuart June 2006 - August 2006
Bridgewater Associates January 2006 - March 2006
Skills
Financial Modeling, Financial Reporting, Forecasting, Financial Analysis, Business Planning, Strategic Planning, Corporate Finance, Analysis, Strategic Financial..., Management, Budgets, Finance
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Dartmouth College 2003 — 2007
BA, Economics
National Football League January 2015 - Present
National Football League August 2013 - December 2014
National Football League June 2010 - July 2013
National Football League June 2008 - June 2010
Morgan Stanley July 2007 - June 2008
Spencer Stuart June 2006 - August 2006
Bridgewater Associates January 2006 - March 2006
Skills
Financial Modeling, Financial Reporting, Forecasting, Financial Analysis, Business Planning, Strategic Planning, Corporate Finance, Analysis, Strategic Financial..., Management, Budgets, Finance
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Dartmouth College 2003 — 2007
BA, Economics
Chris Crevier Chris Crevier's Morgan Stanley Experience October 2010 - March 2014
Job Managing Director Institutional Client Group at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2014 - Present
Morgan Stanley October 2010 - March 2014
Merrill Lynch July 1998 - October 2010
Skills
Pensions, Hedge Funds, Fixed Income, Private Equity, Series 7, Capital Markets, Portfolio Management, Financial Modeling, Alternative Investments, Investments, Asset Allocation, Asset Management, Valuation, Derivatives, Credit Derivatives, Securities, Bonds, Equities, Market Risk, Investment Banking, Investment Strategies, Bloomberg, Structured Products, Equity Derivatives, Options, Emerging Markets, Trading, Banking
Education
University of Chicago Graduate School of Business 1995 — 1998
MBA, Analytic Finance and International Business
Dartmouth College 1986 — 1990
BA, Economics and Asian Studies
Phillips Exeter Academy 1982 — 1986
High School
Neuberger Berman April 2014 - Present
Morgan Stanley October 2010 - March 2014
Merrill Lynch July 1998 - October 2010
Skills
Pensions, Hedge Funds, Fixed Income, Private Equity, Series 7, Capital Markets, Portfolio Management, Financial Modeling, Alternative Investments, Investments, Asset Allocation, Asset Management, Valuation, Derivatives, Credit Derivatives, Securities, Bonds, Equities, Market Risk, Investment Banking, Investment Strategies, Bloomberg, Structured Products, Equity Derivatives, Options, Emerging Markets, Trading, Banking
Education
University of Chicago Graduate School of Business 1995 — 1998
MBA, Analytic Finance and International Business
Dartmouth College 1986 — 1990
BA, Economics and Asian Studies
Phillips Exeter Academy 1982 — 1986
High School
James Boldt's Morgan Stanley Experience January 2014 - March 2014
Job Sales Representative for E&J Gallo Winery
Industry
Experience
E. & J. Gallo Winery InternIntegisJune 2014 - August 2014
Morgan Stanley January 2014 - March 2014
Heinen's June 2011 - January 2013
MCM Capital Partners May 2011 - June 2011
Skills
Qualitative Research, Quantitative Research, Microsoft Excel, PowerPoint, Stata, Bloomberg, Trading Strategies, Historical Analysis, Fixed Income, Economics
Education
Dartmouth College 2011 — 2015
Bachelor of Science (BS), History and Economics
Chagrin Falls High School 2007 — 2011
E. & J. Gallo Winery InternIntegisJune 2014 - August 2014
Morgan Stanley January 2014 - March 2014
Heinen's June 2011 - January 2013
MCM Capital Partners May 2011 - June 2011
Skills
Qualitative Research, Quantitative Research, Microsoft Excel, PowerPoint, Stata, Bloomberg, Trading Strategies, Historical Analysis, Fixed Income, Economics
Education
Dartmouth College 2011 — 2015
Bachelor of Science (BS), History and Economics
Chagrin Falls High School 2007 — 2011
Alexa Tilghman's Morgan Stanley Experience January 2009 - March 2009
Job Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Bain Capital September 2012 - August 2014
Goldman Sachs 2010 - September 2012
Goldman Sachs June 2009 - August 2009
Morgan Stanley January 2009 - March 2009
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Dartmouth College 2006 — 2010
Bachelor of Arts (B.A.), Engineering, Magna Cum Laude
Bain Capital September 2012 - August 2014
Goldman Sachs 2010 - September 2012
Goldman Sachs June 2009 - August 2009
Morgan Stanley January 2009 - March 2009
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Dartmouth College 2006 — 2010
Bachelor of Arts (B.A.), Engineering, Magna Cum Laude
Chris Root Chris Root's Morgan Stanley Experience January 2014 - July 2015
Job Competitive Underwriter at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2014 - July 2015
Morgan Stanley June 2010 - January 2014
United States Marine Corps July 2009 - August 2009
Skills
Bloomberg, Valuation, Financial Modeling, Financial Analysis, Data Analysis, Investments, Capital Markets, Equities, Microsoft Excel, Trading, PowerPoint, Research, Microsoft Office, Due Diligence, Management, Securities, Investment Banking, Economics, Corporate Finance, Bonds, Public Speaking, Financial Markets
Education
Dartmouth College 2006 — 2010
BA, Religion
Dartmouth College 2006 — 2010
Morgan Stanley January 2014 - July 2015
Morgan Stanley June 2010 - January 2014
United States Marine Corps July 2009 - August 2009
Skills
Bloomberg, Valuation, Financial Modeling, Financial Analysis, Data Analysis, Investments, Capital Markets, Equities, Microsoft Excel, Trading, PowerPoint, Research, Microsoft Office, Due Diligence, Management, Securities, Investment Banking, Economics, Corporate Finance, Bonds, Public Speaking, Financial Markets
Education
Dartmouth College 2006 — 2010
BA, Religion
Dartmouth College 2006 — 2010
Pete Chung's Morgan Stanley Experience 1993 - Present
Job
Industry Venture Capital & Private Equity
Experience
Morgan Stanley Expansion Capital May 2011 - Present
Morgan Stanley 1993 - Present
Summer Search January 2013 - Present
DocuWare Corporation June 2012 - Present
CallFire December 2012 - Present
Socialware August 2011 - Present
Core Security September 2007 - Present
VBrick Systems, Inc. September 2007 - Present
iRise December 2004 - Present
Nutanix December 2013 - Present
Skills
Venture Capital, Investments, Start-ups, SaaS, Product Marketing, Blues Harmonica
Education
Stanford University 1996 — 1998
MBA
Stanford University Graduate School of Business 1996 — 1998
MBA
Dartmouth College 1988 — 1993
AB
Phillips Exeter Academy 1985 — 1988
Maumee Valley Country Day School 1979 — 1984
Morgan Stanley Expansion Capital May 2011 - Present
Morgan Stanley 1993 - Present
Summer Search January 2013 - Present
DocuWare Corporation June 2012 - Present
CallFire December 2012 - Present
Socialware August 2011 - Present
Core Security September 2007 - Present
VBrick Systems, Inc. September 2007 - Present
iRise December 2004 - Present
Nutanix December 2013 - Present
Skills
Venture Capital, Investments, Start-ups, SaaS, Product Marketing, Blues Harmonica
Education
Stanford University 1996 — 1998
MBA
Stanford University Graduate School of Business 1996 — 1998
MBA
Dartmouth College 1988 — 1993
AB
Phillips Exeter Academy 1985 — 1988
Maumee Valley Country Day School 1979 — 1984
Andrew Wolchek's Morgan Stanley Experience 1989 - 1991
Job Head of US Equity Market Risk at Nomura
Industry Capital Markets
Experience
Nomura 2014 - Present
Barclays Capital 2009 - 2014
Citigroup 2004 - 2009
Bear Wagner Specialists / Nordic Options LLC 2000 - 2004
BNP Paribas 1993 - 1999
Morgan Stanley 1989 - 1991
Skills
Equities, Options, Equity Derivatives, Emerging Markets, Market Risk, Derivatives, Fixed Income, Trading, Alternative Investments, Risk Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
MBA, Finance
Dartmouth College 1985 — 1989
BA, Economics / Mathematics
Nomura 2014 - Present
Barclays Capital 2009 - 2014
Citigroup 2004 - 2009
Bear Wagner Specialists / Nordic Options LLC 2000 - 2004
BNP Paribas 1993 - 1999
Morgan Stanley 1989 - 1991
Skills
Equities, Options, Equity Derivatives, Emerging Markets, Market Risk, Derivatives, Fixed Income, Trading, Alternative Investments, Risk Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
MBA, Finance
Dartmouth College 1985 — 1989
BA, Economics / Mathematics
Jacqueline Hayot Ba's Morgan Stanley Experience 2008 - 2009
Job Iron Harbor Capital Management
Industry Investment Management
Experience
Iron Harbor Capital Management June 2010 - Present
Morgan Stanley 2008 - 2009
BNP Paribas 2006 - 2008
Edelman 2004 - 2006
AGG International 2002 - 2004
Morgan Stanley 1996 - 2001
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
The Johns Hopkins University 1989 — 1991
MA, International Affairs
Dartmouth College
BA, Government and History
HS of Music & Art
Iron Harbor Capital Management June 2010 - Present
Morgan Stanley 2008 - 2009
BNP Paribas 2006 - 2008
Edelman 2004 - 2006
AGG International 2002 - 2004
Morgan Stanley 1996 - 2001
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
The Johns Hopkins University 1989 — 1991
MA, International Affairs
Dartmouth College
BA, Government and History
HS of Music & Art
Fred Malloy's Morgan Stanley Experience 1994 - 1996
Job Managing Director at Harken Capital
Industry Venture Capital & Private Equity
Experience
Harken Capital 2008 - Present
Intervale Capital 2006 - 2008
Capital Resource Partners 2004 - 2006
North Atlantic Capital 2001 - 2004
Watermill Group 1996 - 1999
Morgan Stanley 1994 - 1996
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
Dartmouth College 1990 — 1994
Portsmouth Abbey School
Portsmouth Abbey School
Harken Capital 2008 - Present
Intervale Capital 2006 - 2008
Capital Resource Partners 2004 - 2006
North Atlantic Capital 2001 - 2004
Watermill Group 1996 - 1999
Morgan Stanley 1994 - 1996
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
Dartmouth College 1990 — 1994
Portsmouth Abbey School
Portsmouth Abbey School
Austin Wheeler, CFA's Morgan Stanley Experience October 2005 - January 2008
Job Treasury Manager at United Rentals Inc.
Industry Financial Services
Experience
United Rentals Inc. June 2013 - Present
MSCI Inc. March 2008 - June 2013
Morgan Stanley October 2005 - January 2008
WellPoint Inc June 2002 - March 2005
Skills
Risk Analytics, Financial Risk, Hedge Funds, Analysis, Leadership, Derivatives, Investment Management, Financial Modeling, Risk Management, Market Risk, Quantitative Analytics, Credit Risk, Quantitative Finance, Options, Credit Derivatives, FX Options
Education
Dartmouth College 1998 — 2002
Bachelor of Arts (B.A.)
Singapore American School 1994 — 1998
United Rentals Inc. June 2013 - Present
MSCI Inc. March 2008 - June 2013
Morgan Stanley October 2005 - January 2008
WellPoint Inc June 2002 - March 2005
Skills
Risk Analytics, Financial Risk, Hedge Funds, Analysis, Leadership, Derivatives, Investment Management, Financial Modeling, Risk Management, Market Risk, Quantitative Analytics, Credit Risk, Quantitative Finance, Options, Credit Derivatives, FX Options
Education
Dartmouth College 1998 — 2002
Bachelor of Arts (B.A.)
Singapore American School 1994 — 1998
Gordon Daisley III's Morgan Stanley Experience August 2000 - March 2006
Job Owner, Generational Wealth Disciplines, LLC
Industry Investment Management
Experience
Generational Wealth Disciplines, LLC March 2006 - Present
Morgan Stanley August 2000 - March 2006
Skills
Investments, Wealth Management, Asset Allocation, Fixed Income, Retirement, Alternative Investments, Valuation, Investment Management, Retirement Planning
Education
George Mason University 1982 — 1986
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Dartmouth College 1975 — 1979
Bachelor of Arts (B.A.), Economics
Georgetown Prep
Georgetown Prep
Generational Wealth Disciplines, LLC March 2006 - Present
Morgan Stanley August 2000 - March 2006
Skills
Investments, Wealth Management, Asset Allocation, Fixed Income, Retirement, Alternative Investments, Valuation, Investment Management, Retirement Planning
Education
George Mason University 1982 — 1986
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Dartmouth College 1975 — 1979
Bachelor of Arts (B.A.), Economics
Georgetown Prep
Georgetown Prep
Christina Duncan's Morgan Stanley Experience 2006 - 2007
Job Sales and Relationship Manager, FICC
Industry Financial Services
Experience
Citadel LLC 2015 - Present
The Boston Consulting Group 2013 - 2015
Paleo Fit Meals 2013 - 2013
PIMCO 2012 - 2012
Goldman Sachs 2009 - 2011
JPMorgan Chase 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
Hedge Funds, Corporate Finance, Derivatives, Investments, Credit Risk, Valuation, Structured Finance, Bloomberg, Alternative Investments, Financial Modeling
Education
University of Chicago 2011 — 2013
Master of Business Administration (MBA), Finance, Entrepreneurship and Managerial and Organizational Behavior
Dartmouth College 2002 — 2006
AB, Economics
Citadel LLC 2015 - Present
The Boston Consulting Group 2013 - 2015
Paleo Fit Meals 2013 - 2013
PIMCO 2012 - 2012
Goldman Sachs 2009 - 2011
JPMorgan Chase 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
Hedge Funds, Corporate Finance, Derivatives, Investments, Credit Risk, Valuation, Structured Finance, Bloomberg, Alternative Investments, Financial Modeling
Education
University of Chicago 2011 — 2013
Master of Business Administration (MBA), Finance, Entrepreneurship and Managerial and Organizational Behavior
Dartmouth College 2002 — 2006
AB, Economics
Cindy Cheung's Morgan Stanley Experience July 2004 - July 2006
Job Principal at Crestview Partners
Industry Financial Services
Experience
Crestview Partners July 2010 - Present
Schooner Capital June 2009 - August 2009
Crestview Partners July 2006 - July 2008
Morgan Stanley July 2004 - July 2006
Skills
Valuation, Financial Analysis, Investment Banking, LBO, Private Equity, Financial Modeling
Education
Harvard Business School 2008 — 2010
MBA
Dartmouth College 2000 — 2004
A.B., Economics
Crestview Partners July 2010 - Present
Schooner Capital June 2009 - August 2009
Crestview Partners July 2006 - July 2008
Morgan Stanley July 2004 - July 2006
Skills
Valuation, Financial Analysis, Investment Banking, LBO, Private Equity, Financial Modeling
Education
Harvard Business School 2008 — 2010
MBA
Dartmouth College 2000 — 2004
A.B., Economics
Kayte Suslavich's Morgan Stanley Experience June 2010 - April 2011
Job Medical Student at Tufts
Industry Medical Practice
Experience
Dartmouth Hitchcock Medical Center September 2012 - December 2012
Brigham and Women's Hospital September 2011 - June 2012
Morgan Stanley June 2010 - April 2011
Morgan Stanley July 2009 - June 2010
Lehman Brothers January 2008 - March 2008
Bridgewater Associates September 2007 - December 2007
85 Broads 2006 - 2006
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Financial Analysis, Public Speaking, Stata, Bloomberg, Sales, Spanish, Statistics, Analysis, Data Analysis, Financial Modeling, Social Media
Education
Harvard University 2011 — 2012
Diploma, Premedical Studies
Dartmouth College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Tufts University School of Medicine
Doctor of Medicine (M.D.) candidate
Dartmouth Hitchcock Medical Center September 2012 - December 2012
Brigham and Women's Hospital September 2011 - June 2012
Morgan Stanley June 2010 - April 2011
Morgan Stanley July 2009 - June 2010
Lehman Brothers January 2008 - March 2008
Bridgewater Associates September 2007 - December 2007
85 Broads 2006 - 2006
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Financial Analysis, Public Speaking, Stata, Bloomberg, Sales, Spanish, Statistics, Analysis, Data Analysis, Financial Modeling, Social Media
Education
Harvard University 2011 — 2012
Diploma, Premedical Studies
Dartmouth College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Tufts University School of Medicine
Doctor of Medicine (M.D.) candidate
Chris Bradshaw's Morgan Stanley Experience August 2000 - January 2004
Job Chief Executive Officer, Chief Financial Officer at Era Group Inc.
Industry Oil & Energy
Experience
Era Group Inc. November 2014 - Present
Era Group Inc. August 2014 - November 2014
Era Group Inc. October 2012 - August 2014
U.S. Capital Advisors LLC September 2009 - October 2012
UBS Investment Bank January 2004 - April 2009
Morgan Stanley August 2000 - January 2004
Skills
Hedge Funds, Equities, Private Equity, Valuation, Alternative Investments, Asset Management, Investment Banking, Financial Modeling, Investments, Venture Capital, Fixed Income, Corporate Finance, Mergers & Acquisitions, Due Diligence, Capital Markets
Education
Dartmouth College 1995 — 1999
Era Group Inc. November 2014 - Present
Era Group Inc. August 2014 - November 2014
Era Group Inc. October 2012 - August 2014
U.S. Capital Advisors LLC September 2009 - October 2012
UBS Investment Bank January 2004 - April 2009
Morgan Stanley August 2000 - January 2004
Skills
Hedge Funds, Equities, Private Equity, Valuation, Alternative Investments, Asset Management, Investment Banking, Financial Modeling, Investments, Venture Capital, Fixed Income, Corporate Finance, Mergers & Acquisitions, Due Diligence, Capital Markets
Education
Dartmouth College 1995 — 1999
Caroline Taylor Ellerson's Morgan Stanley Experience 2000 - 2002
Job President, Green Clay Concessionaires, LLC
Industry Food & Beverages
Experience
Green Clay Concessionaires, LLC October 2013 - Present
BDE Partners, LLC January 2013 - Present
Time Warner Inc. 2008 - 2013
Time Warner Corporate 2003 - 2007
Morgan Stanley 2000 - 2002
Franklin-Pierce Associates January 1998 - January 2000
Skills
Event Management, Corporate Social..., Philanthropy, Training, Program Management, Digital Media, Employee Engagement, Customer Service, Staff Development, Operations Management
Education
Spelman College 1994 — 1998
Bachelor's degree, English Major
Dartmouth College
Academic Exchange, Junior Year
Green Clay Concessionaires, LLC October 2013 - Present
BDE Partners, LLC January 2013 - Present
Time Warner Inc. 2008 - 2013
Time Warner Corporate 2003 - 2007
Morgan Stanley 2000 - 2002
Franklin-Pierce Associates January 1998 - January 2000
Skills
Event Management, Corporate Social..., Philanthropy, Training, Program Management, Digital Media, Employee Engagement, Customer Service, Staff Development, Operations Management
Education
Spelman College 1994 — 1998
Bachelor's degree, English Major
Dartmouth College
Academic Exchange, Junior Year
Ari Rosa's Morgan Stanley Experience 2011 - 2013
Job Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch May 2014 - Present
Morgan Stanley 2011 - 2013
The Lucas Group 2005 - 2009
Skills
Financial Modeling, Management Consulting, Valuation, Due Diligence, Private Equity, Strategy, Competitive Analysis, Business Strategy, Analytics, Market Research, Mergers, Data Analysis, Investment Banking, Investments, Hedge Funds, Finance, Strategic Planning, Energy, Government, Corporate Finance, Emerging Markets, Corporate Development, LBO, Mergers & Acquisitions
Education
Wharton School, University of Pennsylvania 2009 — 2011
Master of Business Administration (MBA), Finance
Dartmouth College 2001 — 2005
Bachelor of Arts (B.A.), Government and International Relations
London School of Economics and Political Science
Term Abroad, International Relations
Bank of America Merrill Lynch May 2014 - Present
Morgan Stanley 2011 - 2013
The Lucas Group 2005 - 2009
Skills
Financial Modeling, Management Consulting, Valuation, Due Diligence, Private Equity, Strategy, Competitive Analysis, Business Strategy, Analytics, Market Research, Mergers, Data Analysis, Investment Banking, Investments, Hedge Funds, Finance, Strategic Planning, Energy, Government, Corporate Finance, Emerging Markets, Corporate Development, LBO, Mergers & Acquisitions
Education
Wharton School, University of Pennsylvania 2009 — 2011
Master of Business Administration (MBA), Finance
Dartmouth College 2001 — 2005
Bachelor of Arts (B.A.), Government and International Relations
London School of Economics and Political Science
Term Abroad, International Relations
Jessica Segal's Morgan Stanley Experience 2003 - 2009
Job Vista Equity Partners
Industry Financial Services
Experience
Vista Equity Partners April 2015 - Present
Farallon Capital Management October 2012 - April 2015
Elliott Management Corporation January 2010 - October 2012
Morgan Stanley 2003 - 2009
Skills
Private Equity, Hedge Funds, Alternative Investments, Investments, Asset Management, Equities, Valuation, Investment Banking, Portfolio Management, Asset Managment, Equity Research, Investment Management, Due Diligence, Investor Relations, Capital Markets, Financial Modeling
Education
Harvard Business School 1999 — 2001
mba
Dartmouth College
Vista Equity Partners April 2015 - Present
Farallon Capital Management October 2012 - April 2015
Elliott Management Corporation January 2010 - October 2012
Morgan Stanley 2003 - 2009
Skills
Private Equity, Hedge Funds, Alternative Investments, Investments, Asset Management, Equities, Valuation, Investment Banking, Portfolio Management, Asset Managment, Equity Research, Investment Management, Due Diligence, Investor Relations, Capital Markets, Financial Modeling
Education
Harvard Business School 1999 — 2001
mba
Dartmouth College
Jonathan Wendell's Morgan Stanley Experience 1984 - 1996
Job Managing Member, Nassau Point Investors
Industry Investment Management
Experience
Datamyne Inc. 2005 - Present
Nassau Point Investors 1999 - Present
The Hill School July 1995 - June 2012
HMT Inc. 2000 - 2007
Morgan Stanley 1984 - 1996
Skills
Mergers, Private Equity, New Business Development, Strategic Planning, Business Strategy, Team Building, Business Development, Negotiation, Team Leadership, Due Diligence, Contract Negotiation, Acquisition Integration, Financial Analysis, Process Improvement, Philanthropy, Alternative Investments, Change Management
Education
Harvard Business School 1982 — 1984
MBA
Dartmouth College 1975 — 1979
AB
Datamyne Inc. 2005 - Present
Nassau Point Investors 1999 - Present
The Hill School July 1995 - June 2012
HMT Inc. 2000 - 2007
Morgan Stanley 1984 - 1996
Skills
Mergers, Private Equity, New Business Development, Strategic Planning, Business Strategy, Team Building, Business Development, Negotiation, Team Leadership, Due Diligence, Contract Negotiation, Acquisition Integration, Financial Analysis, Process Improvement, Philanthropy, Alternative Investments, Change Management
Education
Harvard Business School 1982 — 1984
MBA
Dartmouth College 1975 — 1979
AB
Debra Achkire's Morgan Stanley Experience January 2011 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley December 2004 - January 2011
Latham & Watkins September 2002 - November 2004
Covington & Burling November 1999 - July 2002
United States Court of Appeals for the Fifth Circuit, Honorable Emilio Garza August 1998 - August 1999
Skills
Securities Litigation, Mergers & Acquisitions, Securities, Securities Regulation, Corporate Governance, Litigation
Education
Harvard Law School 1995 — 1998
JD
Dartmouth College 1991 — 1995
Bachelor's degree, Economics major; Logic and Philosophy of Science minor
Lincoln East High School 1988 — 1991
Morgan Stanley January 2011 - Present
Morgan Stanley December 2004 - January 2011
Latham & Watkins September 2002 - November 2004
Covington & Burling November 1999 - July 2002
United States Court of Appeals for the Fifth Circuit, Honorable Emilio Garza August 1998 - August 1999
Skills
Securities Litigation, Mergers & Acquisitions, Securities, Securities Regulation, Corporate Governance, Litigation
Education
Harvard Law School 1995 — 1998
JD
Dartmouth College 1991 — 1995
Bachelor's degree, Economics major; Logic and Philosophy of Science minor
Lincoln East High School 1988 — 1991
Fariha Shivji, MS DDS's Morgan Stanley Experience June 2005 - August 2005
Job Dentist
Industry Medical Practice
Experience
Morgan Stanley June 2005 - August 2005
Skills
Dentistry, Restorative Dentistry, Cosmetic Dentistry, Oral Surgery, CEREC, Pediatric Dentistry, Surgery, Clinical Research, Endodontics, Veneers, Healthcare, Public Speaking, Prosthodontics
Education
University of Southern California 2008 — 2012
D.D.S., Dentistry
The Johns Hopkins University 2007 — 2008
M.S., Biotechnology
Dartmouth College 2002 — 2006
B.A., English
Morgan Stanley June 2005 - August 2005
Skills
Dentistry, Restorative Dentistry, Cosmetic Dentistry, Oral Surgery, CEREC, Pediatric Dentistry, Surgery, Clinical Research, Endodontics, Veneers, Healthcare, Public Speaking, Prosthodontics
Education
University of Southern California 2008 — 2012
D.D.S., Dentistry
The Johns Hopkins University 2007 — 2008
M.S., Biotechnology
Dartmouth College 2002 — 2006
B.A., English
Dennis Goldstein's Morgan Stanley Experience 1987 - 1990
Job Managing Director at Bain Capital
Industry Investment Management
Experience
Bain Capital ManagerThe Boston Consulting Group1992 - 1998
Morgan Stanley 1987 - 1990
Education
Stanford University Graduate School of Business 1990 — 1992
MBA
Dartmouth College 1983 — 1987
AB, English
Bain Capital ManagerThe Boston Consulting Group1992 - 1998
Morgan Stanley 1987 - 1990
Education
Stanford University Graduate School of Business 1990 — 1992
MBA
Dartmouth College 1983 — 1987
AB, English
Damon Harried's Morgan Stanley Experience January 2010 - January 2011
Job Experienced Financial Analyst seeking new opportunity expertise in Risk Management and Relationship Building
Industry Financial Services
Experience
Cash Settlements January 2011 - January 2013
Morgan Stanley January 2010 - January 2011
Legg Mason Capital Management January 2005 - January 2008
Legg Mason Capital Management January 2003 - January 2005
Legg Mason Capital Management January 2000 - January 2003
Skills
Equities, Portfolio Management, Trading, Bloomberg, Securities, FX Options, CRM, Financial Analysis, Finance, Financial Services, Investments, Mutual Funds
Education
Dartmouth College
Randallstown
Cash Settlements January 2011 - January 2013
Morgan Stanley January 2010 - January 2011
Legg Mason Capital Management January 2005 - January 2008
Legg Mason Capital Management January 2003 - January 2005
Legg Mason Capital Management January 2000 - January 2003
Skills
Equities, Portfolio Management, Trading, Bloomberg, Securities, FX Options, CRM, Financial Analysis, Finance, Financial Services, Investments, Mutual Funds
Education
Dartmouth College
Randallstown
Jessica Kramer's Morgan Stanley Experience July 2007 - June 2012
Job Product at Good Eggs
Industry Internet
Experience
Good Eggs August 2015 - Present
Good Eggs June 2014 - July 2015
Strava June 2013 - August 2013
Morgan Stanley July 2007 - June 2012
U.S. Department of State January 2005 - March 2005
Skills
Economics, Analytics, Financial Analysis, Digital Marketing, Sales Process
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Dartmouth College 2003 — 2007
BA, Economics
Good Eggs August 2015 - Present
Good Eggs June 2014 - July 2015
Strava June 2013 - August 2013
Morgan Stanley July 2007 - June 2012
U.S. Department of State January 2005 - March 2005
Skills
Economics, Analytics, Financial Analysis, Digital Marketing, Sales Process
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Dartmouth College 2003 — 2007
BA, Economics
J. Garret Overlock's Morgan Stanley Experience 2010 - June 2013
Job Associate at Starwood Capital
Industry Real Estate
Experience
Starwood Capital Group July 2013 - Present
Morgan Stanley 2010 - June 2013
Education
Harvard Business School 2008 — 2010
Dartmouth College 2002 — 2006
BA, History
Brunswick School
Starwood Capital Group July 2013 - Present
Morgan Stanley 2010 - June 2013
Education
Harvard Business School 2008 — 2010
Dartmouth College 2002 — 2006
BA, History
Brunswick School
Bethany Chang's Morgan Stanley Experience 2000 - 2001
Job First Vice President at The CIM Group
Industry Real Estate
Experience
The CIM Group July 2014 - Present
Dividend Capital 2011 - Present
Madison Capital Management 2009 - 2011
Cherokee Investment Partners 2005 - 2008
Jones Lang LaSalle 2001 - 2003
Morgan Stanley 2000 - 2001
Skills
Asset Management, Due Diligence, Valuation, Real Estate Economics, Investments, Financial Modeling, Private Equity, Financial Analysis, Portfolio Management, Real Estate, Real Estate Development, Alternative Investments
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Finance
Dartmouth College 1995 — 1999
AB, History
The CIM Group July 2014 - Present
Dividend Capital 2011 - Present
Madison Capital Management 2009 - 2011
Cherokee Investment Partners 2005 - 2008
Jones Lang LaSalle 2001 - 2003
Morgan Stanley 2000 - 2001
Skills
Asset Management, Due Diligence, Valuation, Real Estate Economics, Investments, Financial Modeling, Private Equity, Financial Analysis, Portfolio Management, Real Estate, Real Estate Development, Alternative Investments
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Finance
Dartmouth College 1995 — 1999
AB, History
Jeffrey Friedman's Morgan Stanley Experience August 2012 - March 2013
Job Investment Analyst at GMO
Industry Investment Management
Experience
GMO April 2013 - Present
Morgan Stanley August 2012 - March 2013
Morgan Stanley June 2010 - July 2012
Sandler Capital Management June 2009 - August 2009
Credit Suisse Private Banking USA September 2008 - December 2008
Skills
Bloomberg, Financial Modeling, Valuation, Investment Banking, Hedge Funds, Equities, Fixed Income, Private Equity, Capital Markets, Investments, Financial Analysis, Corporate Finance, Equity Research, Bloomberg Terminal, Alternative Investments, Wealth Management, LBO
Education
Dartmouth College 2006 — 2010
B.A., History
Dartmouth College
GMO April 2013 - Present
Morgan Stanley August 2012 - March 2013
Morgan Stanley June 2010 - July 2012
Sandler Capital Management June 2009 - August 2009
Credit Suisse Private Banking USA September 2008 - December 2008
Skills
Bloomberg, Financial Modeling, Valuation, Investment Banking, Hedge Funds, Equities, Fixed Income, Private Equity, Capital Markets, Investments, Financial Analysis, Corporate Finance, Equity Research, Bloomberg Terminal, Alternative Investments, Wealth Management, LBO
Education
Dartmouth College 2006 — 2010
B.A., History
Dartmouth College
Taylor Holt's Morgan Stanley Experience 2011 - 2011
Job Consumer Internet Investments
Industry Banking
Experience
Norwest Venture Partners November 2012 - Present
Rutberg & Company May 2012 - November 2012
Morgan Stanley 2011 - 2011
St Cross College, Oxford 2010 - 2011
Dartmouth College April 2009 - September 2009
Council on Hemispheric Affairs June 2008 - August 2008
Dartmouth College June 2007 - November 2007
City of Modesto June 2006 - December 2006
Skills
Data Analysis, Financial Modeling, Research, Politics, Spanish, Microsoft Office, Stata, Excel, PowerPoint, Word, Social Media, Budgeting, Analysis, Statistics, Financial Analysis, English, Organizational Design, Organizational Analysis, Comparative Politics, Comparative Analysis, Qualitative Research, Quantitative Analysis, Latin America, Emerging Markets, International Relations, Leadership
Education
University of Oxford 2009 — 2011
M.Phil., Latin American Studies, Graduate Pass (Converted to 3.6)
Dartmouth College 2005 — 2009
Bachelor of Arts, Government and Latin American & Caribbean Studies
Norwest Venture Partners November 2012 - Present
Rutberg & Company May 2012 - November 2012
Morgan Stanley 2011 - 2011
St Cross College, Oxford 2010 - 2011
Dartmouth College April 2009 - September 2009
Council on Hemispheric Affairs June 2008 - August 2008
Dartmouth College June 2007 - November 2007
City of Modesto June 2006 - December 2006
Skills
Data Analysis, Financial Modeling, Research, Politics, Spanish, Microsoft Office, Stata, Excel, PowerPoint, Word, Social Media, Budgeting, Analysis, Statistics, Financial Analysis, English, Organizational Design, Organizational Analysis, Comparative Politics, Comparative Analysis, Qualitative Research, Quantitative Analysis, Latin America, Emerging Markets, International Relations, Leadership
Education
University of Oxford 2009 — 2011
M.Phil., Latin American Studies, Graduate Pass (Converted to 3.6)
Dartmouth College 2005 — 2009
Bachelor of Arts, Government and Latin American & Caribbean Studies
Chad Steinglass's Morgan Stanley Experience April 2012 - Present
Job Vice President at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley April 2012 - Present
Nico Holdings LLC June 2011 - April 2012
Sun Trading LLC January 2010 - March 2011
Susquehanna International Group 2004 - January 2010
Skills
Market Making, Proprietary Trading, Electronic Trading, Equity Derivatives, Volatility, Options, Commodity, Trading, Hedge Funds
Education
Dartmouth College 2002 — 2004
MEM, Masters in Engineering Management
Dartmouth College 1998 — 2002
AB, Engineering, Math
Morgan Stanley April 2012 - Present
Nico Holdings LLC June 2011 - April 2012
Sun Trading LLC January 2010 - March 2011
Susquehanna International Group 2004 - January 2010
Skills
Market Making, Proprietary Trading, Electronic Trading, Equity Derivatives, Volatility, Options, Commodity, Trading, Hedge Funds
Education
Dartmouth College 2002 — 2004
MEM, Masters in Engineering Management
Dartmouth College 1998 — 2002
AB, Engineering, Math
Betty Jin's Morgan Stanley Experience January 2010 - March 2010
Job International Expansion at Uber
Industry Information Technology and Services
Experience
GoGoVan 2014 - 2015
Uber September 2013 - September 2014
Uber Technologies June 2012 - September 2013
William Blair and Company June 2011 - June 2012
Business Insider July 2010 - September 2010
UrbanDaddy April 2010 - June 2010
Morgan Stanley January 2010 - March 2010
Skills
Excel, PowerPoint, Google Analytics, Photoshop, Mandarin, Data Analysis, Marketing, Microsoft Excel, Corporate Finance, Marketing Strategy, Business Development, Market Research, Social Media, Financial Modeling, Analysis
Education
Dartmouth College 2007 — 2011
B.A., English
Concord-Carlisle Regional High School 2003 — 2007
GoGoVan 2014 - 2015
Uber September 2013 - September 2014
Uber Technologies June 2012 - September 2013
William Blair and Company June 2011 - June 2012
Business Insider July 2010 - September 2010
UrbanDaddy April 2010 - June 2010
Morgan Stanley January 2010 - March 2010
Skills
Excel, PowerPoint, Google Analytics, Photoshop, Mandarin, Data Analysis, Marketing, Microsoft Excel, Corporate Finance, Marketing Strategy, Business Development, Market Research, Social Media, Financial Modeling, Analysis
Education
Dartmouth College 2007 — 2011
B.A., English
Concord-Carlisle Regional High School 2003 — 2007
Danielle Howard's Morgan Stanley Experience 2011 - 2013
Job Senior Vice President, Private Equity and Real Assets at Imprint Capital
Industry Financial Services
Experience
Imprint Capital Advisors April 2013 - Present
Morgan Stanley 2011 - 2013
Peace Corps 2007 - 2009
DC Energy 2004 - 2007
Skills
Financial Modeling, International..., Stata, Economics, Management Consulting, Valuation, Business Strategy, Financial Analysis, Strategy, Non-profits
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Analytical Finance, International Business
Dartmouth College 2000 — 2004
Bachelor of Arts (B.A.), Economics, Philosophy
Imprint Capital Advisors April 2013 - Present
Morgan Stanley 2011 - 2013
Peace Corps 2007 - 2009
DC Energy 2004 - 2007
Skills
Financial Modeling, International..., Stata, Economics, Management Consulting, Valuation, Business Strategy, Financial Analysis, Strategy, Non-profits
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Analytical Finance, International Business
Dartmouth College 2000 — 2004
Bachelor of Arts (B.A.), Economics, Philosophy
Ren Chen's Morgan Stanley Experience January 2015 - Present
Job
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley July 2011 - December 2014
Morgan Stanley December 2009 - July 2011
Nomura Securities October 2008 - December 2009
Lehman Brothers July 2008 - October 2008
151 Enterprises, LLC December 2003 - January 2008
Merrill Lynch March 2007 - June 2007
Skills
Investment Banking, Capital Markets, Financial Modeling, Equities, Valuation, Private Equity, Corporate Finance, Hedge Funds, Equity Research, Fixed Income, LBO, Bloomberg, Investments, Emerging Markets, Alternative Investments, Derivatives, Venture Capital, Due Diligence, IPO, M&A experience, Equity Capital Markets
Education
Dartmouth College 2004 — 2008
B.A.
The Collegiate School for Boys 1998 — 2004
Middle and High School
Morgan Stanley January 2015 - Present
Morgan Stanley July 2011 - December 2014
Morgan Stanley December 2009 - July 2011
Nomura Securities October 2008 - December 2009
Lehman Brothers July 2008 - October 2008
151 Enterprises, LLC December 2003 - January 2008
Merrill Lynch March 2007 - June 2007
Skills
Investment Banking, Capital Markets, Financial Modeling, Equities, Valuation, Private Equity, Corporate Finance, Hedge Funds, Equity Research, Fixed Income, LBO, Bloomberg, Investments, Emerging Markets, Alternative Investments, Derivatives, Venture Capital, Due Diligence, IPO, M&A experience, Equity Capital Markets
Education
Dartmouth College 2004 — 2008
B.A.
The Collegiate School for Boys 1998 — 2004
Middle and High School
Darin Raiken's Morgan Stanley Experience 1994 - 2001
Job Director of Acquisitions at Kushner Real Estate Group
Industry Real Estate
Experience
Kushner Real Estate Group 2007 - Present
Savills LLC (formerly Granite Partners) 2003 - 2007
Morgan Stanley 1994 - 2001
Skills
Tenant, Land Acquisition, Property, Residential Homes, Lease Negotiations, Contract Negotiation, Negotiation, Lease Administration, Sellers, Finance, Real Estate Acquisitions, Alternative Investments, Rentals, Investment Banking, Business Development, Strategic Planning, Mixed-use, Argus Modeling, Business Valuation, Debt Restructuring
Education
The London School of Economics and Political Science (LSE) 1993 — 1994
M.Sc., Economics
Dartmouth College 1989 — 1993
B.A., Economics
Kushner Real Estate Group 2007 - Present
Savills LLC (formerly Granite Partners) 2003 - 2007
Morgan Stanley 1994 - 2001
Skills
Tenant, Land Acquisition, Property, Residential Homes, Lease Negotiations, Contract Negotiation, Negotiation, Lease Administration, Sellers, Finance, Real Estate Acquisitions, Alternative Investments, Rentals, Investment Banking, Business Development, Strategic Planning, Mixed-use, Argus Modeling, Business Valuation, Debt Restructuring
Education
The London School of Economics and Political Science (LSE) 1993 — 1994
M.Sc., Economics
Dartmouth College 1989 — 1993
B.A., Economics
Eric Swanson's Morgan Stanley Experience 2007 - 2015
Job Managing Director at GulfStar Group
Industry Investment Banking
Experience
GulfStar Group 2015 - Present
Morgan Stanley 2007 - 2015
Deutsche Bank 2005 - 2007
ExxonMobil 2002 - 2005
Arthur Andersen 1997 - 2000
Skills
Investment Banking, Energy, Equity Research, Valuation, Oil&Gas, Financial Modeling, High Yield, Capital Markets, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Strategy, Accounting, Marketing
Dartmouth College 1996 — 1997
Master of Science (MS)
Dartmouth College 1992 — 1996
AB, Biochemistry
GulfStar Group 2015 - Present
Morgan Stanley 2007 - 2015
Deutsche Bank 2005 - 2007
ExxonMobil 2002 - 2005
Arthur Andersen 1997 - 2000
Skills
Investment Banking, Energy, Equity Research, Valuation, Oil&Gas, Financial Modeling, High Yield, Capital Markets, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Strategy, Accounting, Marketing
Dartmouth College 1996 — 1997
Master of Science (MS)
Dartmouth College 1992 — 1996
AB, Biochemistry
Jasmine Francis's Morgan Stanley Experience March 2008 - June 2008
Job Director, GBS Finance: Data Science
Industry Financial Services
Experience
Nielsen June 2015 - Present
Nielsen July 2014 - May 2015
Nielsen July 2013 - June 2014
Nielsen August 2011 - June 2013
Nielsen July 2009 - August 2011
Morgan Stanley March 2008 - June 2008
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Internal Audit, Economics, Forecasting, Market Research, Hyperion Enterprise, Management, Risk Management, Process Improvement, Auditing, Strategic Financial..., Finance, Financial Planning
Education
Dartmouth College 2005 — 2009
A.B., Economics
Nielsen June 2015 - Present
Nielsen July 2014 - May 2015
Nielsen July 2013 - June 2014
Nielsen August 2011 - June 2013
Nielsen July 2009 - August 2011
Morgan Stanley March 2008 - June 2008
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Internal Audit, Economics, Forecasting, Market Research, Hyperion Enterprise, Management, Risk Management, Process Improvement, Auditing, Strategic Financial..., Finance, Financial Planning
Education
Dartmouth College 2005 — 2009
A.B., Economics
Jeff Cui's Morgan Stanley Experience July 2008 - July 2011
Job JD / MBA Candidate, Harvard University
Industry Investment Management
Experience
Rakuten 2015 - 2015
Rakuten 2015 - 2015
Goldman Sachs June 2014 - August 2014
TPG Capital July 2011 - June 2013
Morgan Stanley July 2008 - July 2011
Education
Harvard Business School 2013 — 2017
Master of Business Administration (MBA)
Harvard Law School 2013 — 2017
Doctor of Law (J.D.)
Dartmouth College 2004 — 2008
Bachelor's degree, Economics
Rakuten 2015 - 2015
Rakuten 2015 - 2015
Goldman Sachs June 2014 - August 2014
TPG Capital July 2011 - June 2013
Morgan Stanley July 2008 - July 2011
Education
Harvard Business School 2013 — 2017
Master of Business Administration (MBA)
Harvard Law School 2013 — 2017
Doctor of Law (J.D.)
Dartmouth College 2004 — 2008
Bachelor's degree, Economics
Trevor Gulick-Stutz's Morgan Stanley Experience June 2013 - August 2013
Job Student
Industry Financial Services
Experience
Morgan Stanley June 2013 - August 2013
AKT LLP, CPAs and Business Consultants June 2011 - August 2011
周生生珠寶 Chow Sang Sang Jewelry February 2010 - May 2010
Hastings Private Equity October 2009 - December 2009
Skills
Microsoft Excel, Research, Data Analysis, Chinese
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (BA), Economics
Phillips Academy Andover 2005 — 2009
Morgan Stanley June 2013 - August 2013
AKT LLP, CPAs and Business Consultants June 2011 - August 2011
周生生珠寶 Chow Sang Sang Jewelry February 2010 - May 2010
Hastings Private Equity October 2009 - December 2009
Skills
Microsoft Excel, Research, Data Analysis, Chinese
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (BA), Economics
Phillips Academy Andover 2005 — 2009
Chelsea Dodds's Morgan Stanley Experience May 2009 - August 2009
Job Student at Dartmouth College
Industry Financial Services
Experience
Morgan Stanley May 2009 - August 2009
Merrill Lynch January 2009 - April 2009
ANSYS, Inc. May 2005 - August 2007
Education
Dartmouth College 2006 — 2010
Morgan Stanley May 2009 - August 2009
Merrill Lynch January 2009 - April 2009
ANSYS, Inc. May 2005 - August 2007
Education
Dartmouth College 2006 — 2010
Jon Bordeau's Morgan Stanley Experience May 2009 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2009 - Present
Goldman Sachs July 1996 - May 2009
Education
Dartmouth College 1992 — 1996
BA, English
Belmont Hill School 1987 — 1992
Morgan Stanley May 2009 - Present
Goldman Sachs July 1996 - May 2009
Education
Dartmouth College 1992 — 1996
BA, English
Belmont Hill School 1987 — 1992
James Flexner's Morgan Stanley Experience June 2012 - July 2014
Job Associate at Metalmark Capital
Industry Financial Services
Experience
Metalmark Capital August 2014 - Present
Morgan Stanley June 2012 - July 2014
Education
Dartmouth College 2008 — 2012
BA, Economics and Chemistry
Metalmark Capital August 2014 - Present
Morgan Stanley June 2012 - July 2014
Education
Dartmouth College 2008 — 2012
BA, Economics and Chemistry
Adam Demark's Morgan Stanley Experience 1998 - 2001
Job Partner at Mason Capital
Industry Financial Services
Experience
Mason Capital 2004 - Present
Morgan Stanley 1998 - 2001
Education
Dartmouth College 1996 — 2000
BA, Government
Mason Capital 2004 - Present
Morgan Stanley 1998 - 2001
Education
Dartmouth College 1996 — 2000
BA, Government
Jeremy Gelber's Morgan Stanley Experience January 2013 - September 2013
Job Partner at Pamplona Capital Management
Industry Financial Services
Experience
Pamplona Capital Management October 2013 - Present
Morgan Stanley January 2013 - September 2013
Morgan Stanley June 2009 - December 2012
Education
Thomas Jefferson University 1999 — 2003
Doctor of Medicine (MD)
Dartmouth College
Bachelor of Arts (BA), Chemistry
Pamplona Capital Management October 2013 - Present
Morgan Stanley January 2013 - September 2013
Morgan Stanley June 2009 - December 2012
Education
Thomas Jefferson University 1999 — 2003
Doctor of Medicine (MD)
Dartmouth College
Bachelor of Arts (BA), Chemistry
Jon Sullivan's Morgan Stanley Experience June 2010 - August 2010
Job Investment Banking Associate at GCA Savvian
Industry Investment Banking
Experience
GCA Savvian Advisors July 2014 - Present
GCA Savvian Advisors April 2011 - June 2014
Morgan Stanley June 2010 - August 2010
Los Angeles Department of Water and Power May 2009 - September 2009
Northrop Grumman Corporation June 2008 - April 2009
Skills
Investments, Financial Modeling, Investment Banking, Fixed Income, Valuation, Venture Capital
Education
Dartmouth College 2009 — 2011
Masters, Engineering Management
UCLA 2004 — 2008
B.S., Engineering
GCA Savvian Advisors July 2014 - Present
GCA Savvian Advisors April 2011 - June 2014
Morgan Stanley June 2010 - August 2010
Los Angeles Department of Water and Power May 2009 - September 2009
Northrop Grumman Corporation June 2008 - April 2009
Skills
Investments, Financial Modeling, Investment Banking, Fixed Income, Valuation, Venture Capital
Education
Dartmouth College 2009 — 2011
Masters, Engineering Management
UCLA 2004 — 2008
B.S., Engineering
Connie Qian's Morgan Stanley Experience 2002 - 2005
Job Director at Noble Americas
Industry Investment Management
Experience
Noble Americas August 2012 - Present
Noble Americas January 2011 - August 2012
Noble Americas January 2010 - July 2010
IMG Aurion Infrastructure LLC August 2009 - December 2009
Citi August 2006 - March 2008
Citi August 2005 - December 2005
Morgan Stanley 2002 - 2005
Education
Dartmouth College 1998 — 2002
Bachelor of Arts (B.A.), Economics & Computer Science
Noble Americas August 2012 - Present
Noble Americas January 2011 - August 2012
Noble Americas January 2010 - July 2010
IMG Aurion Infrastructure LLC August 2009 - December 2009
Citi August 2006 - March 2008
Citi August 2005 - December 2005
Morgan Stanley 2002 - 2005
Education
Dartmouth College 1998 — 2002
Bachelor of Arts (B.A.), Economics & Computer Science
Faisal Ratansi's Morgan Stanley Experience June 2007 - December 2010
Job Analyst at Balyasny Asset Management L.P.
Industry Financial Services
Experience
Balyasny Asset Management L.P. November 2014 - Present
Tricon Capital Group Inc. January 2011 - September 2014
Morgan Stanley June 2007 - December 2010
Citi September 2006 - December 2006
Skills
Investment Banking, Real Estate Private..., Valuation, Financial Modeling, Financial Analysis, Private Equity, Asset Management, Capital Markets, Mergers & Acquisitions, Due Diligence, Bloomberg, Corporate Finance, Investments, Equities, Hedge Funds
Education
Dartmouth College 2004 — 2008
BA, Economics
St. Andrew's College 2000 — 2004
Balyasny Asset Management L.P. November 2014 - Present
Tricon Capital Group Inc. January 2011 - September 2014
Morgan Stanley June 2007 - December 2010
Citi September 2006 - December 2006
Skills
Investment Banking, Real Estate Private..., Valuation, Financial Modeling, Financial Analysis, Private Equity, Asset Management, Capital Markets, Mergers & Acquisitions, Due Diligence, Bloomberg, Corporate Finance, Investments, Equities, Hedge Funds
Education
Dartmouth College 2004 — 2008
BA, Economics
St. Andrew's College 2000 — 2004
Kate Mann's Morgan Stanley Experience July 2008 - July 2011
Job MBA Candidate at Kellogg School of Management
Industry Financial Services
Experience
The Museum of Modern Art September 2011 - July 2014
Morgan Stanley July 2008 - July 2011
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Dartmouth College 2004 — 2008
B.A., History
The Museum of Modern Art September 2011 - July 2014
Morgan Stanley July 2008 - July 2011
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Dartmouth College 2004 — 2008
B.A., History
Joseph Braunreuther's Morgan Stanley Experience July 2008 - June 2013
Job MBA Candidate at The Wharton School
Industry Marketing and Advertising
Experience
Moet Hennessy USA June 2014 - Present
Morgan Stanley July 2008 - June 2013
Skills
Financial Modeling, Valuation, Capital Markets, Bloomberg, Fixed Income, Corporate Finance, Hedge Funds, Financial Analysis, Trading, Bonds
Education
Wharton Business School 2013 — 2015
Master of Business Administration (MBA)
Dartmouth College 2004 — 2008
BA, Economics
Moet Hennessy USA June 2014 - Present
Morgan Stanley July 2008 - June 2013
Skills
Financial Modeling, Valuation, Capital Markets, Bloomberg, Fixed Income, Corporate Finance, Hedge Funds, Financial Analysis, Trading, Bonds
Education
Wharton Business School 2013 — 2015
Master of Business Administration (MBA)
Dartmouth College 2004 — 2008
BA, Economics
James (Jake) Esse's Morgan Stanley Experience June 2015 - Present
Job Student at Dartmouth College
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2015 - Present
Skills
PowerPoint, Microsoft Excel
Education
Dartmouth College 2012 — 2016
Morgan Stanley June 2015 - Present
Morgan Stanley June 2015 - Present
Skills
PowerPoint, Microsoft Excel
Education
Dartmouth College 2012 — 2016
Kathleen Valenzuela's Morgan Stanley Experience August 1997 - October 1998
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs May 2000 - Present
KPMG October 1998 - May 2000
Morgan Stanley August 1997 - October 1998
Education
Dartmouth College 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Goldman Sachs May 2000 - Present
KPMG October 1998 - May 2000
Morgan Stanley August 1997 - October 1998
Education
Dartmouth College 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Cary Stathopoulos's Morgan Stanley Experience March 2009 - June 2009
Job Associate at Warburg Pincus
Industry Venture Capital & Private Equity
Experience
Warburg Pincus August 2012 - Present
Goldman Sachs July 2010 - July 2012
Goldman Sachs June 2009 - August 2009
Morgan Stanley March 2009 - June 2009
Skills
Investment Banking, Financial Modeling, Financial Markets, Capital Markets, Valuation, Private Equity, Due Diligence, Corporate Finance, Financial Analysis, Investments, Equities, Economics
Education
Dartmouth College 2006 — 2010
Bachelor of Science (BS) in Economics, Minor in Religion
Hunter College High School 2000 — 2006
Warburg Pincus August 2012 - Present
Goldman Sachs July 2010 - July 2012
Goldman Sachs June 2009 - August 2009
Morgan Stanley March 2009 - June 2009
Skills
Investment Banking, Financial Modeling, Financial Markets, Capital Markets, Valuation, Private Equity, Due Diligence, Corporate Finance, Financial Analysis, Investments, Equities, Economics
Education
Dartmouth College 2006 — 2010
Bachelor of Science (BS) in Economics, Minor in Religion
Hunter College High School 2000 — 2006
Katherine Kim's Morgan Stanley Experience 2009 - 2011
Job Director at Brunswick Group
Industry Public Relations and Communications
Experience
CLSA 2011 - 2013
Morgan Stanley 2009 - 2011
J.P. Morgan 2000 - 2008
Skills
Capital Markets, Investment Banking, Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Leveraged Finance, Equity Research, Australian Equities, Equities, Economics, Bloomberg, Strategy
Education
Dartmouth College 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
The London School of Economics and Political Science (LSE) 1998 — 1998
Foreign Study Program, International Relations and Economic Development
CLSA 2011 - 2013
Morgan Stanley 2009 - 2011
J.P. Morgan 2000 - 2008
Skills
Capital Markets, Investment Banking, Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Leveraged Finance, Equity Research, Australian Equities, Equities, Economics, Bloomberg, Strategy
Education
Dartmouth College 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
The London School of Economics and Political Science (LSE) 1998 — 1998
Foreign Study Program, International Relations and Economic Development
Chris Reich's Morgan Stanley Experience January 2001 - February 2010
Job Managing Director at Citi
Industry Financial Services
Experience
Citi April 2010 - Present
Morgan Stanley January 2001 - February 2010
Morgan Stanley January 1999 - December 2000
Education
Columbia University Graduate School of Arts and Sciences 1980 — 1985
Master's degree, History
New York University School of Law 1981 — 1984
JD
Dartmouth College 1976 — 1980
Bachelor's degree, History
Citi April 2010 - Present
Morgan Stanley January 2001 - February 2010
Morgan Stanley January 1999 - December 2000
Education
Columbia University Graduate School of Arts and Sciences 1980 — 1985
Master's degree, History
New York University School of Law 1981 — 1984
JD
Dartmouth College 1976 — 1980
Bachelor's degree, History
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS