Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
Employee
Years
Job
Industry
Huyen Tran Huyen Tran's Morgan Stanley Experience February 2006 - March 2007
Job Customer Service Representative Funds and Banking at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers November 2011 - Present
Tegrant Corporation September 2010 - October 2011
Brewer Investment Group, LLC October 2008 - March 2010
Talent Resource Solutions June 2007 - October 2008
Morgan Stanley February 2006 - March 2007
UBS 2002 - 2006
Skills
Customer Service, Banking, Microsoft Excel, Sales, Project Management, Microsoft Office, Access, PowerPoint, Outlook, Microsoft Word, Event Planning, Research, Recruiting, Management, Leadership, Time Management
Education
DePaul University 2000 — 2003
BS, Finance
Glenbard West 1994 — 1998
Interactive Brokers November 2011 - Present
Tegrant Corporation September 2010 - October 2011
Brewer Investment Group, LLC October 2008 - March 2010
Talent Resource Solutions June 2007 - October 2008
Morgan Stanley February 2006 - March 2007
UBS 2002 - 2006
Skills
Customer Service, Banking, Microsoft Excel, Sales, Project Management, Microsoft Office, Access, PowerPoint, Outlook, Microsoft Word, Event Planning, Research, Recruiting, Management, Leadership, Time Management
Education
DePaul University 2000 — 2003
BS, Finance
Glenbard West 1994 — 1998
Kim Kiernan Kim Kiernan's Morgan Stanley Experience August 2004 - August 2005
Job Director of Public Relations + Communications at exhale
Industry Marketing and Advertising
Experience
Exhale Spa May 2012 - Present
Denihan Hospitality Group December 2010 - May 2012
Weber Shandwick January 2006 - December 2010
Morgan Stanley August 2004 - August 2005
Skills
Event Planning, Social Media, Public Relations, Marketing, Media Relations, Marketing Communications, Event Management
Education
Denison University 2000 — 2004
B.A., History
Exhale Spa May 2012 - Present
Denihan Hospitality Group December 2010 - May 2012
Weber Shandwick January 2006 - December 2010
Morgan Stanley August 2004 - August 2005
Skills
Event Planning, Social Media, Public Relations, Marketing, Media Relations, Marketing Communications, Event Management
Education
Denison University 2000 — 2004
B.A., History
Deepak Yadav, CSM Deepak Yadav, CSM's Morgan Stanley Experience May 2006 - February 2009
Job Lead Technical Specialist at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo September 2014 - Present
J.P. Morgan June 2011 - May 2014
Barclays Capital, Singapore April 2010 - June 2011
Bank of America February 2009 - April 2010
Morgan Stanley May 2006 - February 2009
J.P. Morgan January 2005 - May 2006
Fidelity Investments June 2003 - December 2004
Skills
Electronic Trading, Low Latency, Continuous Integration, MarkLogic, FpML, Python, Fixed Income, Sybase, Agile Methodologies, Databases, SOA, Requirements Analysis, Business Process..., Oracle, SDLC, Java, AMQP, Test Driven Development, Scrum, C++, Ext JS, TIBCO Rendezvous, Spring, JMS, Design Patterns, Epiphany, Jenkins, Prime Brokerage, Regulatory Requirements, PL/SQL, Subversion, JUnit, Stored Procedures, Multithreading, OOAD, Apache Velocity, XQuery, Maven, Java Enterprise Edition, Fitnesse, Order Management, Interest Rate Swaps, Spring Framework
Education
Harcourt Butler Technological Institute
Master's Degree
Delhi Vishwavidyalaya
BS
Wells Fargo September 2014 - Present
J.P. Morgan June 2011 - May 2014
Barclays Capital, Singapore April 2010 - June 2011
Bank of America February 2009 - April 2010
Morgan Stanley May 2006 - February 2009
J.P. Morgan January 2005 - May 2006
Fidelity Investments June 2003 - December 2004
Skills
Electronic Trading, Low Latency, Continuous Integration, MarkLogic, FpML, Python, Fixed Income, Sybase, Agile Methodologies, Databases, SOA, Requirements Analysis, Business Process..., Oracle, SDLC, Java, AMQP, Test Driven Development, Scrum, C++, Ext JS, TIBCO Rendezvous, Spring, JMS, Design Patterns, Epiphany, Jenkins, Prime Brokerage, Regulatory Requirements, PL/SQL, Subversion, JUnit, Stored Procedures, Multithreading, OOAD, Apache Velocity, XQuery, Maven, Java Enterprise Edition, Fitnesse, Order Management, Interest Rate Swaps, Spring Framework
Education
Harcourt Butler Technological Institute
Master's Degree
Delhi Vishwavidyalaya
BS
Erin Arnheim Erin Arnheim's Morgan Stanley Experience April 2005 - January 2006
Job
Industry Investment Banking
Experience
William Blair & Company January 2014 - Present
William Blair & Company July 2007 - January 2014
William Blair & Company January 2006 - July 2007
Morgan Stanley April 2005 - January 2006
Envestnet Asset Management October 2004 - April 2005
Mintel International April 2004 - October 2004
Morgan Stanley May 2002 - April 2004
Morgan Stanley March 2001 - May 2002
Morgan Stanley Smith Barney August 1999 - March 2001
Skills
Equities, Series 7, Microsoft Excel, Project Management, Financial Analysis, Strategic Planning, Customer Service, Investments, Microsoft Office, Asset Managment, PowerPoint, Outlook, Series 63, Series 65, Series 9, Series 10, Managerial, Investment Banking, Financial Services, Training, Teachers, Sales, Leadership, CRM, Budgets, Analysis, Salesforce.com, Management, Access, Human Resources, Securities, Finance, Corporate Finance, Office Management, Business Strategy, Investment Advisory, Business Planning, Change Management, Options
Education
DePaul University 2008 — 2012
Master of Education (M.Ed.)
St. Edward's University 2000 — 2002
BA
Texas State University 1995 — 1998
William Blair & Company January 2014 - Present
William Blair & Company July 2007 - January 2014
William Blair & Company January 2006 - July 2007
Morgan Stanley April 2005 - January 2006
Envestnet Asset Management October 2004 - April 2005
Mintel International April 2004 - October 2004
Morgan Stanley May 2002 - April 2004
Morgan Stanley March 2001 - May 2002
Morgan Stanley Smith Barney August 1999 - March 2001
Skills
Equities, Series 7, Microsoft Excel, Project Management, Financial Analysis, Strategic Planning, Customer Service, Investments, Microsoft Office, Asset Managment, PowerPoint, Outlook, Series 63, Series 65, Series 9, Series 10, Managerial, Investment Banking, Financial Services, Training, Teachers, Sales, Leadership, CRM, Budgets, Analysis, Salesforce.com, Management, Access, Human Resources, Securities, Finance, Corporate Finance, Office Management, Business Strategy, Investment Advisory, Business Planning, Change Management, Options
Education
DePaul University 2008 — 2012
Master of Education (M.Ed.)
St. Edward's University 2000 — 2002
BA
Texas State University 1995 — 1998
David Sassi David Sassi's Morgan Stanley Experience February 1992 - September 2001
Job Professional Yacht Broker at The Nautic Group
Industry Maritime
Experience
The Nautic Group October 2013 - Present
Dean & Draper Insurance Agency, L.P. September 2008 - September 2009
Morgan Stanley February 1992 - September 2001
Skills
Insurance, Commercial Insurance, Workers Compensation, Property & Casualty..., Health Insurance, Employee Benefits, Umbrella Insurance, Risk Management, Inland Marine, Homeowners, 401k, Property, Negotiation, PEO, General Insurance, Commercial Real Estate, Account Management, Sales Management, Legal Liability, Professional Liability, Strategic Planning, Leadership, Coaching, Liability, Commercial Lines, Casualty
Education
DePaul University
University of Houston
The Nautic Group October 2013 - Present
Dean & Draper Insurance Agency, L.P. September 2008 - September 2009
Morgan Stanley February 1992 - September 2001
Skills
Insurance, Commercial Insurance, Workers Compensation, Property & Casualty..., Health Insurance, Employee Benefits, Umbrella Insurance, Risk Management, Inland Marine, Homeowners, 401k, Property, Negotiation, PEO, General Insurance, Commercial Real Estate, Account Management, Sales Management, Legal Liability, Professional Liability, Strategic Planning, Leadership, Coaching, Liability, Commercial Lines, Casualty
Education
DePaul University
University of Houston
Uday Suri Uday Suri's Morgan Stanley Experience November 2014 - Present
Job Associate, Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley November 2014 - Present
PwC January 2012 - October 2014
Elara Capital November 2011 - January 2012
Strata Decision Technology March 2011 - September 2011
United Nations July 2010 - August 2010
XS Inc May 2010 - July 2010
XS Inc May 2010 - July 2010
Duke University and Parsons Corporation December 2009 - February 2010
XSAg.com December 2009 - February 2010
Habitat for Humanity August 2009 - December 2009
Skills
Market Analysis, Non-profits, Segmentation, Reporting & Analysis, Content Writing, Statistics, Statgraphics, Data Analysis, Proposal Writing, SAS, SQL, Nonprofits, Data Visualization, Tableau, Access, Leadership, Forecasting, Strategy, Analysis, Management, Analytics
Education
Duke University 2009 — 2010
MEM, Masters in Engineering Management Program
Duke University 2009 — 2010
MEM, Masters In Engineering Management Program
Panjab University 2005 — 2009
BE, Electonics and Communication Engineering
Delhi Public School - R. K. Puram 1998 — 2005
High School, High School Diploma
Morgan Stanley November 2014 - Present
PwC January 2012 - October 2014
Elara Capital November 2011 - January 2012
Strata Decision Technology March 2011 - September 2011
United Nations July 2010 - August 2010
XS Inc May 2010 - July 2010
XS Inc May 2010 - July 2010
Duke University and Parsons Corporation December 2009 - February 2010
XSAg.com December 2009 - February 2010
Habitat for Humanity August 2009 - December 2009
Skills
Market Analysis, Non-profits, Segmentation, Reporting & Analysis, Content Writing, Statistics, Statgraphics, Data Analysis, Proposal Writing, SAS, SQL, Nonprofits, Data Visualization, Tableau, Access, Leadership, Forecasting, Strategy, Analysis, Management, Analytics
Education
Duke University 2009 — 2010
MEM, Masters in Engineering Management Program
Duke University 2009 — 2010
MEM, Masters In Engineering Management Program
Panjab University 2005 — 2009
BE, Electonics and Communication Engineering
Delhi Public School - R. K. Puram 1998 — 2005
High School, High School Diploma
Andree Beckham Andree Beckham's Morgan Stanley Experience June 1997 - June 1999
Job Director, Digital Marketing Strategy at Wolters Kluwer
Industry Marketing and Advertising
Experience
Wolters Kluwer September 2013 - Present
Cision January 2006 - September 2013
Cision US Inc. January 2007 - December 2009
Hewitt Associates March 2004 - November 2006
Accenture July 1999 - October 2001
Morgan Stanley June 1997 - June 1999
Nuveen Investments August 1992 - June 1997
Skills
Corporate Branding, Digital Marketing, Social Media, content marketing, brand awareness, Integrated Marketing, Email Marketing, Lead Generation, Direct Marketing, Web Analytics, Strategy, Market Research, Marketing Management, Online Marketing, SEO, Social Media Marketing, SEM, Advertising, CRM, Analytics, Marketing Strategy, Marketing, Public Relations, PPC
Education
University of Dayton 1986 — 1990
BA, Public Relations/Marketing
DePaul University
Direct Marketing Certificate, Marketing
Wolters Kluwer September 2013 - Present
Cision January 2006 - September 2013
Cision US Inc. January 2007 - December 2009
Hewitt Associates March 2004 - November 2006
Accenture July 1999 - October 2001
Morgan Stanley June 1997 - June 1999
Nuveen Investments August 1992 - June 1997
Skills
Corporate Branding, Digital Marketing, Social Media, content marketing, brand awareness, Integrated Marketing, Email Marketing, Lead Generation, Direct Marketing, Web Analytics, Strategy, Market Research, Marketing Management, Online Marketing, SEO, Social Media Marketing, SEM, Advertising, CRM, Analytics, Marketing Strategy, Marketing, Public Relations, PPC
Education
University of Dayton 1986 — 1990
BA, Public Relations/Marketing
DePaul University
Direct Marketing Certificate, Marketing
Steve Harrick's Morgan Stanley Experience 1993 - 1995
Job General Partner at IVP
Industry Venture Capital & Private Equity
Experience
IVP October 2001 - Present
Institutional Venture Partners (IVP) 2001 - Present
Institutional Venture Partners 2001 - Present
Internet Capital Group January 2000 - May 2001
Highland Capital Partners July 1997 - December 1999
Morgan Stanley 1993 - 1995
Skills
Venture Capital, Private Equity, Corporate Development, Start-ups, Mergers, Entrepreneurship, Strategic Partnerships, Investment Banking, Investments, Due Diligence, Angel Investing, Growth Capital, Venture Financing, Mergers & Acquisitions, Valuation, Strategy, Deal Sourcing, Management, Financial Modeling, Business Strategy, IPO, Business Development
Education
Harvard Business School 1995 — 1997
MBA, Business
Yale University 1989 — 1993
Bachelor of Applied Science (BASc), History
Deerfield Academy 1985 — 1989
IVP October 2001 - Present
Institutional Venture Partners (IVP) 2001 - Present
Institutional Venture Partners 2001 - Present
Internet Capital Group January 2000 - May 2001
Highland Capital Partners July 1997 - December 1999
Morgan Stanley 1993 - 1995
Skills
Venture Capital, Private Equity, Corporate Development, Start-ups, Mergers, Entrepreneurship, Strategic Partnerships, Investment Banking, Investments, Due Diligence, Angel Investing, Growth Capital, Venture Financing, Mergers & Acquisitions, Valuation, Strategy, Deal Sourcing, Management, Financial Modeling, Business Strategy, IPO, Business Development
Education
Harvard Business School 1995 — 1997
MBA, Business
Yale University 1989 — 1993
Bachelor of Applied Science (BASc), History
Deerfield Academy 1985 — 1989
Allan Bomersback's Morgan Stanley Experience June 2009 - September 2009
Job Intern; Chase Escrow Team at Quicken Loans
Industry Financial Services
Experience
Title Source June 2015 - Present
Bomber Films: Presented by the Bomersback Brothers June 2012 - Present
Aspen Skiing Company November 2011 - April 2014
LCM Capital Management February 2010 - April 2010
Morgan Stanley June 2009 - September 2009
Skills
Leadership, Market Research, Financial Analysis, Investments, Valuation, Financial Modeling, Photoshop, Microsoft Excel, Research, Finance, Cinematography, Analysis, Microsoft Office, Video Editing, Video Production, Data Analysis, Digital Photography, Capital Markets, Global Strategy, Emerging Markets, Equities, Bloomberg, Entrepreneurship, Relationship Management, Public Speaking, Social Media, Strategy, Business Strategy, Business Development
Education
DePaul University 2004 — 2009
B.Sc., Economics & Finance
Title Source June 2015 - Present
Bomber Films: Presented by the Bomersback Brothers June 2012 - Present
Aspen Skiing Company November 2011 - April 2014
LCM Capital Management February 2010 - April 2010
Morgan Stanley June 2009 - September 2009
Skills
Leadership, Market Research, Financial Analysis, Investments, Valuation, Financial Modeling, Photoshop, Microsoft Excel, Research, Finance, Cinematography, Analysis, Microsoft Office, Video Editing, Video Production, Data Analysis, Digital Photography, Capital Markets, Global Strategy, Emerging Markets, Equities, Bloomberg, Entrepreneurship, Relationship Management, Public Speaking, Social Media, Strategy, Business Strategy, Business Development
Education
DePaul University 2004 — 2009
B.Sc., Economics & Finance
Shan Kumar Shan Kumar's Morgan Stanley Experience 2001 - 2003
Job Principal Portfolio Manager
Industry Financial Services
Experience
Pi Square Capital, LLC Registered Investment Advisor 2010 - Present
Ameriprise Financial Services, Inc. 2008 - 2010
Merrill Lynch 2003 - 2008
Morgan Stanley 2001 - 2003
Remax Business 1996 - 2001
CIBC, And Bank Of Montreal 1985 - 1996
Skills
Portfolio Management, Equities, Investments, Asset Managment, Fixed Income, Asset Allocation, Alternative Investments, Wealth Management, Investment Strategies, Investment Advisory, Investment Management, Retirement Planning, Bonds, ETFs, Emerging Markets
Education
Rajendra Prasad Institute of Communication & Management, Bombay 1982 — 1983
Post Graduate Diploma, Advertising and Marketing
Rajendra Prasad Institute of Communication & Management, Bombay 1980 — 1981
Post Graduate Diploma, Export-Import Management
University of Delhi 1979 — 1980
M.Com. Part 1, Finance, Marketing
University of Delhi 1975 — 1978
Bachelor of Commerce (B.Com.), Finance, Marketing
Pi Square Capital, LLC Registered Investment Advisor 2010 - Present
Ameriprise Financial Services, Inc. 2008 - 2010
Merrill Lynch 2003 - 2008
Morgan Stanley 2001 - 2003
Remax Business 1996 - 2001
CIBC, And Bank Of Montreal 1985 - 1996
Skills
Portfolio Management, Equities, Investments, Asset Managment, Fixed Income, Asset Allocation, Alternative Investments, Wealth Management, Investment Strategies, Investment Advisory, Investment Management, Retirement Planning, Bonds, ETFs, Emerging Markets
Education
Rajendra Prasad Institute of Communication & Management, Bombay 1982 — 1983
Post Graduate Diploma, Advertising and Marketing
Rajendra Prasad Institute of Communication & Management, Bombay 1980 — 1981
Post Graduate Diploma, Export-Import Management
University of Delhi 1979 — 1980
M.Com. Part 1, Finance, Marketing
University of Delhi 1975 — 1978
Bachelor of Commerce (B.Com.), Finance, Marketing
David Paddick's Morgan Stanley Experience August 2014 - Present
Job Financial Advisor at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley August 2014 - Present
Merrill Lynch August 2010 - August 2014
Education
Delaware State University
Bachelor of Science (BS)
Wilmington University
Master of Business Administration (MBA)
Morgan Stanley August 2014 - Present
Merrill Lynch August 2010 - August 2014
Education
Delaware State University
Bachelor of Science (BS)
Wilmington University
Master of Business Administration (MBA)
Laura Rooker Laura Rooker's Morgan Stanley Experience May 2002 - March 2003
Job Physician Practice Operations Manager at Northeastern Vermont Regional Hospital
Industry Hospital & Health Care
Experience
Northeastern Vermont Regional Hospital August 2014 - Present
Numia Medical Technology, LLC January 2010 - November 2012
Mobile Medical International Corp December 2007 - January 2010
Bean's Homes March 2003 - December 2007
Morgan Stanley May 2002 - March 2003
Skills
Trade Shows, Marketing, PowerPoint, Microsoft Word, Sales, Database Administration, Customer Service, Microsoft Excel, Advertising
Education
Delaware Valley College 1997 — 2002
BS, Business Administration
Delaware Valley High School
High School Diploma
Northeastern Vermont Regional Hospital August 2014 - Present
Numia Medical Technology, LLC January 2010 - November 2012
Mobile Medical International Corp December 2007 - January 2010
Bean's Homes March 2003 - December 2007
Morgan Stanley May 2002 - March 2003
Skills
Trade Shows, Marketing, PowerPoint, Microsoft Word, Sales, Database Administration, Customer Service, Microsoft Excel, Advertising
Education
Delaware Valley College 1997 — 2002
BS, Business Administration
Delaware Valley High School
High School Diploma
virendra chaudhary virendra chaudhary's Morgan Stanley Experience 2008 - 2009
Job Software Consultant at IAEA, United Nations Austria (Vienna)
Industry Information Technology and Services
Experience
Datamatics Global Services Limited June 2013 - Present
Infogain December 2010 - May 2013
Fiserv April 2008 - December 2010
Morgan Stanley 2008 - 2009
Headstrong February 2005 - March 2008
Skills
Visual C#, C#..., VSS, TFS, WinForms, LINQ, Microsoft SQL Server, SOA, Requirements Analysis, C#, Oracle, ASP.NET, ASP.NET AJAX, .NET, Design Patterns, WPF, Web Services, Entity Framework, Agile Methodologies, Visual Studio, Software Development, SDLC, MVVM, Testing, Integration, ADO.NET, VB.NET, XML, PL/SQL, WCF, Scrum, Software Project..., SQL
Education
Manipal Academy of Higher Education 2007 — 2009
MBA, Finance
Delhi University 2000 — 2003
B.Com, finance
Vivekanand Boys Senior Sec School 1998 — 1999
Higher Secondary, Econmics, Accounts
Datamatics Global Services Limited June 2013 - Present
Infogain December 2010 - May 2013
Fiserv April 2008 - December 2010
Morgan Stanley 2008 - 2009
Headstrong February 2005 - March 2008
Skills
Visual C#, C#..., VSS, TFS, WinForms, LINQ, Microsoft SQL Server, SOA, Requirements Analysis, C#, Oracle, ASP.NET, ASP.NET AJAX, .NET, Design Patterns, WPF, Web Services, Entity Framework, Agile Methodologies, Visual Studio, Software Development, SDLC, MVVM, Testing, Integration, ADO.NET, VB.NET, XML, PL/SQL, WCF, Scrum, Software Project..., SQL
Education
Manipal Academy of Higher Education 2007 — 2009
MBA, Finance
Delhi University 2000 — 2003
B.Com, finance
Vivekanand Boys Senior Sec School 1998 — 1999
Higher Secondary, Econmics, Accounts
Stephen Carlin's Morgan Stanley Experience 2002 - 2004
Job Director, Investment Banking, Barclays
Industry Financial Services
Experience
Barclays September 2008 - Present
Lehman Brothers 2008 - 2008
Lehman Brothers 2004 - 2008
Morgan Stanley 2002 - 2004
Skills
Investment Banking, Equities, Series 7, Capital Markets, Valuation, High Yield, Financial Modeling, Fixed Income, Series 63, Alternative Investments, LBO, Private Equity, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Finance
Denison University 1996 — 2000
Bachelor of Arts (BA), Economics
Barclays September 2008 - Present
Lehman Brothers 2008 - 2008
Lehman Brothers 2004 - 2008
Morgan Stanley 2002 - 2004
Skills
Investment Banking, Equities, Series 7, Capital Markets, Valuation, High Yield, Financial Modeling, Fixed Income, Series 63, Alternative Investments, LBO, Private Equity, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Finance
Denison University 1996 — 2000
Bachelor of Arts (BA), Economics
Horace Stracener Horace Stracener's Morgan Stanley Experience 1976 - 2012
Job
Industry Financial Services
Experience
Tapscott Manor LLC 2012 - Present
Morgan Stanley 1976 - 2012
Merrill Lynch 1969 - 1976
Skills
Equities, Fixed Income, Retirement Planning, Securities, Investments, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Investment Advisory, Risk Management, Microsoft Office, Series 7, Microsoft Excel, Customer Service
Education
Florida International University 1978 — 1980
MBA Program
Defense Language Institute 1966 — 1967
Graduate, Russian Language
University of Arkansas at Little Rock 1960 — 1964
Bachelor's degree, Psychology
Tapscott Manor LLC 2012 - Present
Morgan Stanley 1976 - 2012
Merrill Lynch 1969 - 1976
Skills
Equities, Fixed Income, Retirement Planning, Securities, Investments, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Investment Advisory, Risk Management, Microsoft Office, Series 7, Microsoft Excel, Customer Service
Education
Florida International University 1978 — 1980
MBA Program
Defense Language Institute 1966 — 1967
Graduate, Russian Language
University of Arkansas at Little Rock 1960 — 1964
Bachelor's degree, Psychology
Michael Giuliani's Morgan Stanley Experience May 2009 - July 2015
Job Business Development
Industry Construction
Experience
A. Giuliani Contractors July 2015 - Present
Morgan Stanley May 2009 - July 2015
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
Delaware Valley University 2006 — 2010
Bachelor's degree, Business Administration and Management, General
North Penn High School 2003 — 2006
A. Giuliani Contractors July 2015 - Present
Morgan Stanley May 2009 - July 2015
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
Delaware Valley University 2006 — 2010
Bachelor's degree, Business Administration and Management, General
North Penn High School 2003 — 2006
David Lucente's Morgan Stanley Experience September 2014 - November 2014
Job Intern for Congressman Mike Thompson U.S. House of Representatives
Industry Primary/Secondary Education
Experience
San Francisco Baykeeper January 2015 - February 2015
Postmates January 2015 - February 2015
Lyft September 2014 - January 2015
U.S. House of Representatives November 2014 - December 2014
Morgan Stanley September 2014 - November 2014
Russell Morin Fine Catering June 2014 - August 2014
Winkflash 2010 - 2013
Education
University of Pennsylvania - The Wharton School
Deerfield Academy 2011 — 2014
La Salle Academy 2010 — 2011
San Francisco Baykeeper January 2015 - February 2015
Postmates January 2015 - February 2015
Lyft September 2014 - January 2015
U.S. House of Representatives November 2014 - December 2014
Morgan Stanley September 2014 - November 2014
Russell Morin Fine Catering June 2014 - August 2014
Winkflash 2010 - 2013
Education
University of Pennsylvania - The Wharton School
Deerfield Academy 2011 — 2014
La Salle Academy 2010 — 2011
Henry Bird's Morgan Stanley Experience June 2015 - August 2015
Job Student at Yale University
Industry
Experience
Morgan Stanley June 2015 - August 2015
YMCA Camp Belknap June 2012 - August 2012
McDonald's Corporation June 2009 - June 2009
Skills
Research
Education
Yale University 2012 — 2016
Economics
Deerfield Academy 2009 — 2012
Morgan Stanley June 2015 - August 2015
YMCA Camp Belknap June 2012 - August 2012
McDonald's Corporation June 2009 - June 2009
Skills
Research
Education
Yale University 2012 — 2016
Economics
Deerfield Academy 2009 — 2012
Deepa Rajagopalan MD MBA Deepa Rajagopalan MD MBA's Morgan Stanley Experience 2007 - 2007
Job Strategy and Investments Advisor to Life sciences / Healthcare Companies
Industry Management Consulting
Experience
Strategic Advisory 2015 - Present
Sagentia PLC 2013 - 2015
Bain & Company 2008 - 2013
Morgan Stanley 2007 - 2007
Health Effects Institute affiliate 2005 - 2006
Cleveland Clinic Health System 2002 - 2005
Skills
Strategy, Due Diligence, Portfolio Management, Private Equity, Financial Modeling, Management, Business Strategy, Venture Capital, Corporate Development, Emerging Markets, Business Transformation, Analysis, Market Entry, Mergers & Acquisitions, Hedge Funds, M&A experience, Restructuring, Business Development, Healthcare, Financial Analysis, Biotechnology, Strategic Consulting, Acquisition Integration, Start-ups, Investments, Equity Research, Valuation, Investment Advisory, Market Analysis, Growth Strategies, Management Consulting, Strategic Planning, Competitive Analysis, Entrepreneurship, Health Informatics, Medical Devices, Specialty Pharmaceutical, Technology Management, Technology Needs..., Consulting, Leadership
Education
London Business School
MBA, Finance Concentration
University of Delhi
Bachelor of Medicine, Bachelor of Surgery (MBBS), Medicine
Strategic Advisory 2015 - Present
Sagentia PLC 2013 - 2015
Bain & Company 2008 - 2013
Morgan Stanley 2007 - 2007
Health Effects Institute affiliate 2005 - 2006
Cleveland Clinic Health System 2002 - 2005
Skills
Strategy, Due Diligence, Portfolio Management, Private Equity, Financial Modeling, Management, Business Strategy, Venture Capital, Corporate Development, Emerging Markets, Business Transformation, Analysis, Market Entry, Mergers & Acquisitions, Hedge Funds, M&A experience, Restructuring, Business Development, Healthcare, Financial Analysis, Biotechnology, Strategic Consulting, Acquisition Integration, Start-ups, Investments, Equity Research, Valuation, Investment Advisory, Market Analysis, Growth Strategies, Management Consulting, Strategic Planning, Competitive Analysis, Entrepreneurship, Health Informatics, Medical Devices, Specialty Pharmaceutical, Technology Management, Technology Needs..., Consulting, Leadership
Education
London Business School
MBA, Finance Concentration
University of Delhi
Bachelor of Medicine, Bachelor of Surgery (MBBS), Medicine
J. Daniel Maxwell, CPA's Morgan Stanley Experience November 2003 - June 2006
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2006 - Present
Morgan Stanley November 2003 - June 2006
Skills
Tax, Accounting, CPA, Auditing, Internal Controls, Corporate Tax, Financial Reporting, External Audit, Financial Accounting, Income Tax, Forensic Accounting, Assurance, Public Speaking, Business Valuation, Financial Analysis, Tax Accounting
Education
Denver Seminary 2012 — 2016
Master of Divinity (MDiv)
Georgia State University 1998 — 2002
Bachelor's degree, Accounting and Finance
CBIZ MHM, LLC August 2006 - Present
Morgan Stanley November 2003 - June 2006
Skills
Tax, Accounting, CPA, Auditing, Internal Controls, Corporate Tax, Financial Reporting, External Audit, Financial Accounting, Income Tax, Forensic Accounting, Assurance, Public Speaking, Business Valuation, Financial Analysis, Tax Accounting
Education
Denver Seminary 2012 — 2016
Master of Divinity (MDiv)
Georgia State University 1998 — 2002
Bachelor's degree, Accounting and Finance
Daniel Braun's Morgan Stanley Experience May 2001 - May 2002
Job Senior Portfolio Manager at U.S. Bank The Private Client Reserve
Industry Capital Markets
Experience
U.S. Bank December 2012 - August 2015
Traditum Group February 2011 - May 2012
KCG Holdings, Inc. November 2009 - August 2010
Stark Investments August 2005 - March 2009
NextEra Energy Resources May 2002 - July 2005
Morgan Stanley May 2001 - May 2002
GenOn Energy December 1999 - May 2001
Goldman Sachs May 1993 - November 1999
JPMorgan Chase April 1992 - May 1993
Merrill Lynch July 1989 - March 1991
Skills
Trading, Portfolio Management, Derivatives, Options, Equities, Commodity Markets, Investments, Valuation, Hedge Funds, Hedging, Asset Allocation, Capital Markets, Business Development, Finance, Economics, Recruiting, Corporate Finance, Financial Structuring, Structured Finance, Commodity, Financial Markets, Global Macro, Arbitrage, Equity Derivatives, Bonds, Capital Markets Advisory, Wealth Management..., Energy, Bloomberg, Alternative Investments, Fixed Income, Quantitative Finance, Equity Trading, Talent Acquisition, Market Making, Energy Markets, Energy Policy, Volatility, Proprietary Trading, Swaps, Trading Strategies, Investment Management, Structured Products, Derivatives/Options..., Electricity & Natural..., Federal Energy Policy, On-campus Recruiting, Mentoring & Coaching, Portfolio Construction
Education
The University of Chicago 1996 — 1999
Master of Business Administration (M.B.A.), Accounting and Finance
DePaul University 1995 — 1998
Master of Science (M.Sc.), Applied Mathematics & Statistics
University of Wisconsin-Madison 1984 — 1986
Bachelor of Science (B.Sc.), Economics
U.S. Bank December 2012 - August 2015
Traditum Group February 2011 - May 2012
KCG Holdings, Inc. November 2009 - August 2010
Stark Investments August 2005 - March 2009
NextEra Energy Resources May 2002 - July 2005
Morgan Stanley May 2001 - May 2002
GenOn Energy December 1999 - May 2001
Goldman Sachs May 1993 - November 1999
JPMorgan Chase April 1992 - May 1993
Merrill Lynch July 1989 - March 1991
Skills
Trading, Portfolio Management, Derivatives, Options, Equities, Commodity Markets, Investments, Valuation, Hedge Funds, Hedging, Asset Allocation, Capital Markets, Business Development, Finance, Economics, Recruiting, Corporate Finance, Financial Structuring, Structured Finance, Commodity, Financial Markets, Global Macro, Arbitrage, Equity Derivatives, Bonds, Capital Markets Advisory, Wealth Management..., Energy, Bloomberg, Alternative Investments, Fixed Income, Quantitative Finance, Equity Trading, Talent Acquisition, Market Making, Energy Markets, Energy Policy, Volatility, Proprietary Trading, Swaps, Trading Strategies, Investment Management, Structured Products, Derivatives/Options..., Electricity & Natural..., Federal Energy Policy, On-campus Recruiting, Mentoring & Coaching, Portfolio Construction
Education
The University of Chicago 1996 — 1999
Master of Business Administration (M.B.A.), Accounting and Finance
DePaul University 1995 — 1998
Master of Science (M.Sc.), Applied Mathematics & Statistics
University of Wisconsin-Madison 1984 — 1986
Bachelor of Science (B.Sc.), Economics
Charles Walz Charles Walz's Morgan Stanley Experience January 2013 - Present
Job Financial Advisor, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Merrill Lynch August 2009 - October 2012
Citi September 2007 - July 2009
Merrill Lynch September 2002 - September 2007
US Navy May 1993 - August 2000
Skills
Investment Banking, Private Equity, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2000 — 2002
Master's in Business Administration, Finance, Accounting and Strategy
U.S. Naval Academy 1989 — 1993
Bachelors of Science, Economics & Systems Engineering
Deerfield Academy
Morgan Stanley January 2013 - Present
Merrill Lynch August 2009 - October 2012
Citi September 2007 - July 2009
Merrill Lynch September 2002 - September 2007
US Navy May 1993 - August 2000
Skills
Investment Banking, Private Equity, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2000 — 2002
Master's in Business Administration, Finance, Accounting and Strategy
U.S. Naval Academy 1989 — 1993
Bachelors of Science, Economics & Systems Engineering
Deerfield Academy
Andrew Glatz Andrew Glatz's Morgan Stanley Experience June 2000 - March 2003
Job President at Crown Heights Realty
Industry Real Estate
Experience
Crown Heights Realty August 2007 - Present
Legacy Healthcare 2012 - 2013
Crescent Heights 2004 - July 2007
Crescent Heights 2003 - 2007
Morgan Stanley June 2000 - March 2003
charlie trotters 1999 - 2000
chicago mercentile exchage January 1999 - June 1999
Skills
Rentals, Condos, Real Estate, Negotiation, Property Management, Residential, Asset Management, Investment Properties, Real Estate Investment, Sellers, Single Family Homes, Resale, Realty, Brokerage, Buying, Contract Negotiation, Short Sales, Real Estate Development, Investors, Selling, Investments, REO, Foreclosures, Due Diligence, Customer Service, Real Estate Transactions, Residential Homes, Real Property, Landlords, Mortgage Lending, Real Estate Economics, Real Estate Financing, Buyer Representation, Commercial Real Estate, Resellers, Leases, Buyers, Relocation, Location Intelligence, Acquisitions, Tenant, Sales, Apartments, Disposition, Property, FHA, Land Acquisition, Corporate Real Estate, Luxury, Tenant Representation
Education
DePaul University 1997 — 2000
BS, Finance
Hogeschool INHOLLAND 1996 — 1997
International Studies, International Business
Crown Heights Realty August 2007 - Present
Legacy Healthcare 2012 - 2013
Crescent Heights 2004 - July 2007
Crescent Heights 2003 - 2007
Morgan Stanley June 2000 - March 2003
charlie trotters 1999 - 2000
chicago mercentile exchage January 1999 - June 1999
Skills
Rentals, Condos, Real Estate, Negotiation, Property Management, Residential, Asset Management, Investment Properties, Real Estate Investment, Sellers, Single Family Homes, Resale, Realty, Brokerage, Buying, Contract Negotiation, Short Sales, Real Estate Development, Investors, Selling, Investments, REO, Foreclosures, Due Diligence, Customer Service, Real Estate Transactions, Residential Homes, Real Property, Landlords, Mortgage Lending, Real Estate Economics, Real Estate Financing, Buyer Representation, Commercial Real Estate, Resellers, Leases, Buyers, Relocation, Location Intelligence, Acquisitions, Tenant, Sales, Apartments, Disposition, Property, FHA, Land Acquisition, Corporate Real Estate, Luxury, Tenant Representation
Education
DePaul University 1997 — 2000
BS, Finance
Hogeschool INHOLLAND 1996 — 1997
International Studies, International Business
Rohin Daswani Rohin Daswani's Morgan Stanley Experience June 2012 - July 2012
Job Staff Intern at The Wilson Center
Industry Financial Services
Experience
The Wilson Center June 2015 - Present
Denison University August 2011 - Present
Betchyu June 2014 - August 2014
Pitney Bowes June 2013 - July 2013
Morgan Stanley June 2012 - July 2012
Skills
Research, Leadership, Microsoft Office, Public Speaking, Data Analysis, Teamwork, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Photoshop, C++, Python, Event Planning, Java, LaTeX, Leadership Development, International Relations, Higher Education, Critical Thinking, Collaborative Problem..., Analytical Reasoning, Event Management, Event P, Foreign Policy, Public Policy
Education
Denison University 2011 — 2015
Bachelor’s Degree, Economics
La Martiniere For Boys 1996 — 2011
High School Diploma, Pure Sciences
la Martiniere Kolkata 1996 — 2011
High School Diploma, Natural Sciences and Computer Science
The Wilson Center June 2015 - Present
Denison University August 2011 - Present
Betchyu June 2014 - August 2014
Pitney Bowes June 2013 - July 2013
Morgan Stanley June 2012 - July 2012
Skills
Research, Leadership, Microsoft Office, Public Speaking, Data Analysis, Teamwork, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Photoshop, C++, Python, Event Planning, Java, LaTeX, Leadership Development, International Relations, Higher Education, Critical Thinking, Collaborative Problem..., Analytical Reasoning, Event Management, Event P, Foreign Policy, Public Policy
Education
Denison University 2011 — 2015
Bachelor’s Degree, Economics
La Martiniere For Boys 1996 — 2011
High School Diploma, Pure Sciences
la Martiniere Kolkata 1996 — 2011
High School Diploma, Natural Sciences and Computer Science
Raju Panjwani Raju Panjwani's Morgan Stanley Experience October 1987 - April 2005
Job Entrepreneur
Industry Financial Services
Experience
Epitome Global Services December 2005 - Present
Omega Capital November 2007 - December 2014
AMSEC (Asian Markets Securities) October 2007 - October 2014
Phoenix India Acquistion 2005 - 2008
Morgan Stanley October 1987 - April 2005
US India Business Council 2002 - 2005
Price Waterhouse 1983 - 1987
Skills
Mergers, Equities, Investment Banking, Valuation, Private Equity, Venture Capital, Financial Modeling, Investments, Corporate Finance, Capital Markets, Business Strategy, Financial Services, Mergers & Acquisitions, Banking, Financial Analysis, Finance, Strategy, Hedge Funds, Derivatives, Entrepreneurship, Business Development, Trading, Start-ups, Asset Management, Financial Structuring, Investment Management, Mutual Funds, Options, Fixed Income, Analysis, Investment Strategies
Education
Certified Public Accountant, New York State, 1980 1980 — 1980
CPA
Institute of Chartered Accountants of India 1975 — 1978
Chartered Accountant
Delhi University 1972 — 1975
Commerce
Kendriya Vidyalaya 1969 — 1972
Epitome Global Services December 2005 - Present
Omega Capital November 2007 - December 2014
AMSEC (Asian Markets Securities) October 2007 - October 2014
Phoenix India Acquistion 2005 - 2008
Morgan Stanley October 1987 - April 2005
US India Business Council 2002 - 2005
Price Waterhouse 1983 - 1987
Skills
Mergers, Equities, Investment Banking, Valuation, Private Equity, Venture Capital, Financial Modeling, Investments, Corporate Finance, Capital Markets, Business Strategy, Financial Services, Mergers & Acquisitions, Banking, Financial Analysis, Finance, Strategy, Hedge Funds, Derivatives, Entrepreneurship, Business Development, Trading, Start-ups, Asset Management, Financial Structuring, Investment Management, Mutual Funds, Options, Fixed Income, Analysis, Investment Strategies
Education
Certified Public Accountant, New York State, 1980 1980 — 1980
CPA
Institute of Chartered Accountants of India 1975 — 1978
Chartered Accountant
Delhi University 1972 — 1975
Commerce
Kendriya Vidyalaya 1969 — 1972
Sankalp Modwal Sankalp Modwal's Morgan Stanley Experience May 2011 - August 2011
Job Software Development Engineer at Amazon
Industry Computer Software
Experience
Amazon July 2014 - Present
McGill University January 2014 - April 2014
McGill University September 2013 - December 2013
Amazon September 2012 - December 2012
Electronic Arts May 2012 - August 2012
Morgan Stanley May 2011 - August 2011
IBM January 2011 - April 2011
Skills
Web Services, Java, Spring, DB2, Software Engineering, AIX, Windows Azure, MySQL, Oracle SQL, Graphite, EC2, Jenkins, TeamCity, Perforce, Tortoise SVN, Smoke Testing, Continuous Integration, Telemetry, Eclipse, Ruby on Rails, S3, SVG, BDD, Ubuntu, RHEL, Vim, Maven, Amazon EC2, Subversion, Ruby, REST, hululu
Education
McGill University 2009 — 2014
Computer Engineering, 3.81/4.00
Delhi Public School - R. K. Puram 2002 — 2009
High School Diploma, Computer Science
Amazon July 2014 - Present
McGill University January 2014 - April 2014
McGill University September 2013 - December 2013
Amazon September 2012 - December 2012
Electronic Arts May 2012 - August 2012
Morgan Stanley May 2011 - August 2011
IBM January 2011 - April 2011
Skills
Web Services, Java, Spring, DB2, Software Engineering, AIX, Windows Azure, MySQL, Oracle SQL, Graphite, EC2, Jenkins, TeamCity, Perforce, Tortoise SVN, Smoke Testing, Continuous Integration, Telemetry, Eclipse, Ruby on Rails, S3, SVG, BDD, Ubuntu, RHEL, Vim, Maven, Amazon EC2, Subversion, Ruby, REST, hululu
Education
McGill University 2009 — 2014
Computer Engineering, 3.81/4.00
Delhi Public School - R. K. Puram 2002 — 2009
High School Diploma, Computer Science
Richard Laird Jr.'s Morgan Stanley Experience June 1993 - Present
Job Morgan StanleySenior Vice President/Wealth Advisor
Industry Financial Services
Experience
Morgan Stanley June 1993 - Present
Northeast Treatment Centers May 1987 - May 1993
Innovative Technologies, Inc. January 1984 - May 1985
Senator William V Roth, R-Delaware June 1983 - September 1983
Skills
Investments, Investment Strategies, Series 7, Strategic Financial..., Asset Managment, Wealth Management, Estate Planning, Insurance
Education
University of Delaware 1987 — 1990
Masters, Counseling
New England College 1980 — 1983
Bachelor of Arts, Business Administration
Denison University 1976 — 1978
Westminster School 1973 — 1976
Tower Hill School 1961 — 1972
Morgan Stanley June 1993 - Present
Northeast Treatment Centers May 1987 - May 1993
Innovative Technologies, Inc. January 1984 - May 1985
Senator William V Roth, R-Delaware June 1983 - September 1983
Skills
Investments, Investment Strategies, Series 7, Strategic Financial..., Asset Managment, Wealth Management, Estate Planning, Insurance
Education
University of Delaware 1987 — 1990
Masters, Counseling
New England College 1980 — 1983
Bachelor of Arts, Business Administration
Denison University 1976 — 1978
Westminster School 1973 — 1976
Tower Hill School 1961 — 1972
Avnish Madan Avnish Madan's Morgan Stanley Experience 2001 - 2006
Job
Industry Information Technology and Services
Experience
Sapient Global Markets January 2013 - Present
JP Morgan Chase June 2010 - January 2013
UBS Investment Bank February 2006 - June 2010
Morgan Stanley 2001 - 2006
GE Asset Management 1999 - 2001
Skills
Derivatives, Commodity, Market Risk, Fixed Income, Risk Management, Trading, FX Options, Trading Systems, IT Strategy, Commodity Markets, Capital Markets, Investment Banking, Options, Market Data, Financial Services, Bloomberg, SDLC, Java, Python, C++, Solution Architecture, Sybase, Oracle
Education
Rensselaer Polytechnic Institute 1992 — 1994
Master of Science (MS)
Delhi College of Engineering 1988 — 1992
Bachelor of Engineering (BE)
Sapient Global Markets January 2013 - Present
JP Morgan Chase June 2010 - January 2013
UBS Investment Bank February 2006 - June 2010
Morgan Stanley 2001 - 2006
GE Asset Management 1999 - 2001
Skills
Derivatives, Commodity, Market Risk, Fixed Income, Risk Management, Trading, FX Options, Trading Systems, IT Strategy, Commodity Markets, Capital Markets, Investment Banking, Options, Market Data, Financial Services, Bloomberg, SDLC, Java, Python, C++, Solution Architecture, Sybase, Oracle
Education
Rensselaer Polytechnic Institute 1992 — 1994
Master of Science (MS)
Delhi College of Engineering 1988 — 1992
Bachelor of Engineering (BE)
Mimi Bock Mimi Bock's Morgan Stanley Experience 1991 - 2011
Job Managing Director at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2014 - Present
LPL Financial January 2012 - June 2014
Morgan Stanley 1991 - 2011
Furman Selz 1986 - 1990
Bear Stearns 1985 - 1986
Laidlaw Adams and Peck 1985 - 1985
Skills
Series 7, Wealth Management, Securities, Equities, Mutual Funds, Series 63, Financial Advisory, Series 24, Series 3, Series 9, Series 10, High Net Worth...
Education
Denison University 1981 — 1985
BA, Economics
LPL Financial June 2014 - Present
LPL Financial January 2012 - June 2014
Morgan Stanley 1991 - 2011
Furman Selz 1986 - 1990
Bear Stearns 1985 - 1986
Laidlaw Adams and Peck 1985 - 1985
Skills
Series 7, Wealth Management, Securities, Equities, Mutual Funds, Series 63, Financial Advisory, Series 24, Series 3, Series 9, Series 10, High Net Worth...
Education
Denison University 1981 — 1985
BA, Economics
Alfons Haffmans Alfons Haffmans's Morgan Stanley Experience June 2010 - Present
Job Fixed Income Senior Analytics Developer/Architect at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley June 2010 - Present
KBC Financial Products February 2006 - June 2010
Goldman Sachs 1998 - 2006
Citibank March 1995 - July 1998
Brookhaven National Laboratory September 1993 - February 1995
Skills
Python, Sybase, C++, C#, Lisp, Haskell, Trading Systems, Perl, Shell Scripting, Unix, Linux, Object Oriented Design, Machine Learning, R, C, Java, Clojure, Scala, Fixed Income, Credit Derivatives, Derivatives, Trading
Education
Stony Brook University 1987 — 1993
Ph.D., Physics
Technische Universiteit Delft 1981 — 1986
Master's degree, Physics
Morgan Stanley June 2010 - Present
KBC Financial Products February 2006 - June 2010
Goldman Sachs 1998 - 2006
Citibank March 1995 - July 1998
Brookhaven National Laboratory September 1993 - February 1995
Skills
Python, Sybase, C++, C#, Lisp, Haskell, Trading Systems, Perl, Shell Scripting, Unix, Linux, Object Oriented Design, Machine Learning, R, C, Java, Clojure, Scala, Fixed Income, Credit Derivatives, Derivatives, Trading
Education
Stony Brook University 1987 — 1993
Ph.D., Physics
Technische Universiteit Delft 1981 — 1986
Master's degree, Physics
Anne Gray Anne Gray's Morgan Stanley Experience 1981 - 1984
Job Principal Coach, "MidLife Alchemist" at Clarity At The Crossroads, Gray Associates
Industry Management Consulting
Experience
Clarity At The Crossroads, Gray Associates 2007 - Present
Gray Associates 2001 - 2013
Connaught Corporation 2005 - 2006
Lesley University School of Business Management 2001 - 2004
Cereva Networks 2000 - 2001
Digital Equipment Corporation 1987 - 1999
Data General 1993 - 1995
Morgan Stanley 1981 - 1984
Skills
Executive Coaching, Leadership Development, Coaching, Organizational..., Personal Development, Change Management, Public Speaking, Performance Management, Emotional Intelligence, Management Development, Strategic Planning, Motivational Speaking, Business Coaching, Start-ups, Career Management, Mentoring, Teaching Classic and..., Organizational..., Training, Entrepreneurship, Leadership, MBTI, Career Development, Career Counseling, Life Coaching
Education
Harvard University, John F. Kennedy School of Government 1984 — 1985
MPA, Organization Development, Leadership
Denison University
BA, French, Philosophy
New York University - Leonard N. Stern School of Business
1981, Graduate Business Courses
San Francisco State University
Secondary Ed Teaching Credential, Education in Humanities and French
Clarity At The Crossroads, Gray Associates 2007 - Present
Gray Associates 2001 - 2013
Connaught Corporation 2005 - 2006
Lesley University School of Business Management 2001 - 2004
Cereva Networks 2000 - 2001
Digital Equipment Corporation 1987 - 1999
Data General 1993 - 1995
Morgan Stanley 1981 - 1984
Skills
Executive Coaching, Leadership Development, Coaching, Organizational..., Personal Development, Change Management, Public Speaking, Performance Management, Emotional Intelligence, Management Development, Strategic Planning, Motivational Speaking, Business Coaching, Start-ups, Career Management, Mentoring, Teaching Classic and..., Organizational..., Training, Entrepreneurship, Leadership, MBTI, Career Development, Career Counseling, Life Coaching
Education
Harvard University, John F. Kennedy School of Government 1984 — 1985
MPA, Organization Development, Leadership
Denison University
BA, French, Philosophy
New York University - Leonard N. Stern School of Business
1981, Graduate Business Courses
San Francisco State University
Secondary Ed Teaching Credential, Education in Humanities and French
Andrew Armour's Morgan Stanley Experience May 2007 - August 2007
Job AVP at U.S. Bank
Industry Banking
Experience
U.S. Bank August 2014 - Present
U.S. Bank October 2013 - August 2014
AIB Capital Markets May 2012 - October 2013
Wells Fargo June 2010 - May 2012
Merrill Lynch May 2009 - August 2009
Morgan Stanley May 2007 - August 2007
Skills
Financial Modeling, Bloomberg, Financial Analysis, Finance, Banking, Capital Markets, Equities, Investments, Credit Analysis, Fixed Income, Portfolio Management, Credit, Commercial Banking, Valuation, Commercial Lending
Education
Denison University 2006 — 2010
Bachelor of Arts, Economics
U.S. Bank August 2014 - Present
U.S. Bank October 2013 - August 2014
AIB Capital Markets May 2012 - October 2013
Wells Fargo June 2010 - May 2012
Merrill Lynch May 2009 - August 2009
Morgan Stanley May 2007 - August 2007
Skills
Financial Modeling, Bloomberg, Financial Analysis, Finance, Banking, Capital Markets, Equities, Investments, Credit Analysis, Fixed Income, Portfolio Management, Credit, Commercial Banking, Valuation, Commercial Lending
Education
Denison University 2006 — 2010
Bachelor of Arts, Economics
Ashley Gilbert Ashley Gilbert's Morgan Stanley Experience August 2011 - July 2012
Job Contract Specialist at NAVSEA
Industry Defense & Space
Experience
Naval Sea Systems Command (NAVSEA) July 2012 - Present
Morgan Stanley August 2011 - July 2012
Morgan Stanley July 2010 - September 2011
Morgan Stanley May 2009 - September 2009
Ameriprise Financial Services, Inc. May 2008 - September 2008
Skills
Bloomberg, Customer Service, Data Analysis, Derivatives, Finance, Financial Analysis, Financial Modeling, Fixed Income, Microsoft Office, Microsoft Word, Negotiation, PowerPoint, Project Management, Risk Management, Securities, Strategic Financial..., Trading, Training
Education
Towson University 2005 — 2010
Bachelor of Science (B.S.), Business Administration, Finance Concentration, Economics Minor, 3.6/4.0 - Cum Laude
Defense Acquisition University
DAWIA Level I and II Certification
Naval Sea Systems Command (NAVSEA) July 2012 - Present
Morgan Stanley August 2011 - July 2012
Morgan Stanley July 2010 - September 2011
Morgan Stanley May 2009 - September 2009
Ameriprise Financial Services, Inc. May 2008 - September 2008
Skills
Bloomberg, Customer Service, Data Analysis, Derivatives, Finance, Financial Analysis, Financial Modeling, Fixed Income, Microsoft Office, Microsoft Word, Negotiation, PowerPoint, Project Management, Risk Management, Securities, Strategic Financial..., Trading, Training
Education
Towson University 2005 — 2010
Bachelor of Science (B.S.), Business Administration, Finance Concentration, Economics Minor, 3.6/4.0 - Cum Laude
Defense Acquisition University
DAWIA Level I and II Certification
Harry Peden IV's Morgan Stanley Experience December 2000 - July 2008
Job Owner/President Peden Insurance & Financial; President Fairfield County Sports Commission
Industry Investment Management
Experience
PEDEN INSURANCE & FINANCIAL, LLC July 2008 - Present
Fairfield County Sports Commission January 2005 - Present
D & D Wealth Accumulation Strategies March 2011 - June 2013
MORGAN STANLEY December 2000 - July 2008
CIBC/OPPENHEIMER WORLD MARKETS CORPORATION June 2000 - January 2001
Peden Insurance & Estate Planning August 1995 - June 2000
GUARDIAN LIFE INSURANCE CO. OF AMERICA June 1993 - August 1995
Skills
Charities
Education
Denison University 1986 — 1990
B.A, English/Psychology
westhill high school
PEDEN INSURANCE & FINANCIAL, LLC July 2008 - Present
Fairfield County Sports Commission January 2005 - Present
D & D Wealth Accumulation Strategies March 2011 - June 2013
MORGAN STANLEY December 2000 - July 2008
CIBC/OPPENHEIMER WORLD MARKETS CORPORATION June 2000 - January 2001
Peden Insurance & Estate Planning August 1995 - June 2000
GUARDIAN LIFE INSURANCE CO. OF AMERICA June 1993 - August 1995
Skills
Charities
Education
Denison University 1986 — 1990
B.A, English/Psychology
westhill high school
Bernard Rice Bernard Rice's Morgan Stanley Experience August 1997 - February 2008
Job IT Trainer and Developer
Industry Computer Software
Experience
TrainingFolks September 2012 - December 2012
The Training Associates March 2012 - August 2012
The Judge Group November 2011 - February 2012
TrainingFolks July 2011 - November 2011
Illinois Theatre Center 1978 - 2010
Morgan Stanley August 1997 - February 2008
Star Publications 1988 - 1997
Sargent & Lundy 1984 - 1987
Skills
Training, Management, Leadership, Training Delivery, Software Documentation, Instructional Design, Leadership Development, Talent Management, Recruiting, Coaching, E-Learning, Employee Training, Organizational..., Business Intelligence, Human Resources, Staff Development, Instructor-led Training, Hands-on Training, Software Development, Playwriting, Musical Theatre, Psychotherapy, Change Management, CRM, Program Management, Needs Analysis, Workshop Facilitation, Networking, Captivate, Interviews, Learning Management, Executive Coaching, Technical Training, Blended Learning, Marketing, Performance Management, Career Development, Consulting, Onboarding, Strategy, Performance Improvement, Employee Engagement, Team Building, Technical Recruiting, Learning Management..., Resume Writing, Vendor Management, Talent Acquisition, SharePoint, Applicant Tracking...
Education
Governors State University 1980 — 1982
M.A., Music
DePaul University 1967 — 1971
B.A., English Education
TrainingFolks September 2012 - December 2012
The Training Associates March 2012 - August 2012
The Judge Group November 2011 - February 2012
TrainingFolks July 2011 - November 2011
Illinois Theatre Center 1978 - 2010
Morgan Stanley August 1997 - February 2008
Star Publications 1988 - 1997
Sargent & Lundy 1984 - 1987
Skills
Training, Management, Leadership, Training Delivery, Software Documentation, Instructional Design, Leadership Development, Talent Management, Recruiting, Coaching, E-Learning, Employee Training, Organizational..., Business Intelligence, Human Resources, Staff Development, Instructor-led Training, Hands-on Training, Software Development, Playwriting, Musical Theatre, Psychotherapy, Change Management, CRM, Program Management, Needs Analysis, Workshop Facilitation, Networking, Captivate, Interviews, Learning Management, Executive Coaching, Technical Training, Blended Learning, Marketing, Performance Management, Career Development, Consulting, Onboarding, Strategy, Performance Improvement, Employee Engagement, Team Building, Technical Recruiting, Learning Management..., Resume Writing, Vendor Management, Talent Acquisition, SharePoint, Applicant Tracking...
Education
Governors State University 1980 — 1982
M.A., Music
DePaul University 1967 — 1971
B.A., English Education
Mukund Mubayi Mukund Mubayi's Morgan Stanley Experience May 2007 - May 2007
Job MBA Finance, Thunderbird, Spring 2008
Industry Financial Services
Experience
Credit Suisse June 2007 - August 2007
Morgan Stanley May 2007 - May 2007
VEST, Inc. August 2004 - June 2006
VEST, Inc. August 2000 - July 2004
Education
Thunderbird School of Global Management 2006 — 2008
MBA, Finance
University of Delhi 1997 — 2000
BA, English Hons
TAFS 1995 — 1997
MBIIS
Credit Suisse June 2007 - August 2007
Morgan Stanley May 2007 - May 2007
VEST, Inc. August 2004 - June 2006
VEST, Inc. August 2000 - July 2004
Education
Thunderbird School of Global Management 2006 — 2008
MBA, Finance
University of Delhi 1997 — 2000
BA, English Hons
TAFS 1995 — 1997
MBIIS
Sha Li Sha Li's Morgan Stanley Experience June 2015 - Present
Job Student at Trinity College | Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
J.P. Morgan Asset Management February 2015 - February 2015
Hilton Capital Management, an affiliate of Rafferty Holdings January 2015 - January 2015
Bank of China June 2014 - August 2014
Goldman Sachs June 2014 - August 2014
Trinity College - Hartford September 2013 - December 2013
China International Travel Service Group May 2013 - July 2013
Education
Sciences Po 2014 — 2014
Exchange Program, Paris, France
Trinity College-Hartford 2012 — 2016
Bachelor of Science in Economics
Yale University 2011 — 2011
Deerfield Academy 2010 — 2012
High School Diploma
Morgan Stanley June 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
J.P. Morgan Asset Management February 2015 - February 2015
Hilton Capital Management, an affiliate of Rafferty Holdings January 2015 - January 2015
Bank of China June 2014 - August 2014
Goldman Sachs June 2014 - August 2014
Trinity College - Hartford September 2013 - December 2013
China International Travel Service Group May 2013 - July 2013
Education
Sciences Po 2014 — 2014
Exchange Program, Paris, France
Trinity College-Hartford 2012 — 2016
Bachelor of Science in Economics
Yale University 2011 — 2011
Deerfield Academy 2010 — 2012
High School Diploma
Daniel Frankel, CFP®'s Morgan Stanley Experience June 2006 - February 2010
Job Wealth Management
Industry Financial Services
Experience
Cordant Wealth Partners February 2010 - June 2015
Morgan Stanley June 2006 - February 2010
Denison University 2005 - 2005
UBS 2004 - 2004
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Estate Planning, Personal Tax Planning, Charitable Gift Planning, Investment Management, Alternative Investments, Investments, Insurance, Equities, Fixed Income, Asset Management, Asset Allocation, Financial Modeling, Financial Analysis, Business Planning, Debt Management, Risk Management, Retirement Planning, Intergenerational..., Investment Strategies, Finance, Investment Advisory
Education
Denison University 2002 — 2006
Bachelor of Arts (B.A.), Mathematics and Economics
Lorenzo de' Medici 2004 — 2004
Study Abroad in Italy
Cordant Wealth Partners February 2010 - June 2015
Morgan Stanley June 2006 - February 2010
Denison University 2005 - 2005
UBS 2004 - 2004
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Estate Planning, Personal Tax Planning, Charitable Gift Planning, Investment Management, Alternative Investments, Investments, Insurance, Equities, Fixed Income, Asset Management, Asset Allocation, Financial Modeling, Financial Analysis, Business Planning, Debt Management, Risk Management, Retirement Planning, Intergenerational..., Investment Strategies, Finance, Investment Advisory
Education
Denison University 2002 — 2006
Bachelor of Arts (B.A.), Mathematics and Economics
Lorenzo de' Medici 2004 — 2004
Study Abroad in Italy
Michele Valentine Michele Valentine's Morgan Stanley Experience June 2012 - Present
Job Senior Registered Associate
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Ameriprise Financial January 2004 - June 2012
Morgan Stanley September 2000 - January 2004
Skills
Series 7, Series 63, Insurance, Annuities, Microsoft Office, Mutual Funds, Retirement Planning, Wealth Management, Marketing, Asset Allocation, Life Insurance, Variable Annuities, Investment Advisory, Retirement, Uniform Combined State...
Education
Delta College 1988 — 1991
Associates of Liberal Arts, Business Administration
Morgan Stanley June 2012 - Present
Ameriprise Financial January 2004 - June 2012
Morgan Stanley September 2000 - January 2004
Skills
Series 7, Series 63, Insurance, Annuities, Microsoft Office, Mutual Funds, Retirement Planning, Wealth Management, Marketing, Asset Allocation, Life Insurance, Variable Annuities, Investment Advisory, Retirement, Uniform Combined State...
Education
Delta College 1988 — 1991
Associates of Liberal Arts, Business Administration
Serena Tufo's Morgan Stanley Experience May 2007 - August 2008
Job Senior Event Manager, Special Events at Children's Hospital Colorado Foundation
Industry Nonprofit Organization Management
Experience
Deutsche Bank March 2014 - May 2015
1stdibs.com May 2010 - September 2013
Phillips de Pury & Company November 2009 - May 2010
Morgan Stanley May 2007 - August 2008
Skills
Public Relations, Event Marketing Strategy, Event Planning, Marketing, Nonprofits, Social Media Marketing, Social Media, Art, Press Releases, Media Relations, Marketing Strategy, Strategic Partnerships, Online Marketing, Event Management, Marketing Communications, Publicity, Advertising, Brand Development, Copywriting, Digital Marketing, Digital Media, Blogging, Email Marketing
Education
Deerfield Academy
New York University
BA
The Brearley School
Deutsche Bank March 2014 - May 2015
1stdibs.com May 2010 - September 2013
Phillips de Pury & Company November 2009 - May 2010
Morgan Stanley May 2007 - August 2008
Skills
Public Relations, Event Marketing Strategy, Event Planning, Marketing, Nonprofits, Social Media Marketing, Social Media, Art, Press Releases, Media Relations, Marketing Strategy, Strategic Partnerships, Online Marketing, Event Management, Marketing Communications, Publicity, Advertising, Brand Development, Copywriting, Digital Marketing, Digital Media, Blogging, Email Marketing
Education
Deerfield Academy
New York University
BA
The Brearley School
Alex Adamic's Morgan Stanley Experience October 2012 - April 2015
Job Investment Banking Analyst at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial May 2015 - Present
Morgan Stanley October 2012 - April 2015
Wells Fargo June 2014 - September 2014
Goldman Sachs June 2013 - August 2013
Shepard Schwartz & Harris LLP December 2011 - September 2012
Education
DePaul University 2011 — 2015
Bachelor of Science (B.S.)
Mesirow Financial May 2015 - Present
Morgan Stanley October 2012 - April 2015
Wells Fargo June 2014 - September 2014
Goldman Sachs June 2013 - August 2013
Shepard Schwartz & Harris LLP December 2011 - September 2012
Education
DePaul University 2011 — 2015
Bachelor of Science (B.S.)
Alex Isdell Alex Isdell's Morgan Stanley Experience February 2013 - May 2015
Job Tax Staff at Plante Moran
Industry Accounting
Experience
Plante Moran August 2015 - Present
DePaul University June 2014 - August 2015
Morgan Stanley February 2013 - May 2015
Catered by Design November 2011 - January 2015
DSG February 2011 - August 2014
DePaul University January 2014 - March 2014
Platinum Care Ambulance March 2008 - December 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access Database, Microsoft Office, Time Management, Entrepreneurship, Finance, Teamwork, Event Planning, Social Networking, Access, Public Speaking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2015
Master's Degree, Accounting, Summa Cum Laude
DePaul University 2010 — 2014
Bachelor’s Degree, Accounting and Economics, Cum Laude
Neuqua Valley High School 2006 — 2010
High School
Plante Moran August 2015 - Present
DePaul University June 2014 - August 2015
Morgan Stanley February 2013 - May 2015
Catered by Design November 2011 - January 2015
DSG February 2011 - August 2014
DePaul University January 2014 - March 2014
Platinum Care Ambulance March 2008 - December 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access Database, Microsoft Office, Time Management, Entrepreneurship, Finance, Teamwork, Event Planning, Social Networking, Access, Public Speaking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2015
Master's Degree, Accounting, Summa Cum Laude
DePaul University 2010 — 2014
Bachelor’s Degree, Accounting and Economics, Cum Laude
Neuqua Valley High School 2006 — 2010
High School
Lindsey Coleman Lindsey Coleman's Morgan Stanley Experience January 2013 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley December 2010 - January 2013
Morgan Stanley July 2007 - December 2010
Morgan Stanley June 2005 - July 2007
Morgan Stanley June 2000 - August 2000
Education
University of Virginia 2001 — 2005
BA, Economics, History
Deerfield Academy 1999 — 2001
Morgan Stanley January 2013 - Present
Morgan Stanley December 2010 - January 2013
Morgan Stanley July 2007 - December 2010
Morgan Stanley June 2005 - July 2007
Morgan Stanley June 2000 - August 2000
Education
University of Virginia 2001 — 2005
BA, Economics, History
Deerfield Academy 1999 — 2001
Greg Coverdale, MBA, CFP®'s Morgan Stanley Experience April 2000 - December 2001
Job Entrepreneur and Investor
Industry Financial Services
Experience
Civitas Partners October 2010 - May 2015
Merrill Lynch May 2003 - October 2010
TD Waterhouse Investor Services January 2002 - May 2003
Morgan Stanley April 2000 - December 2001
Chase Manhattan Bank August 1999 - April 2000
J.P. Morgan June 1999 - August 1999
Bank of New York May 1998 - August 1998
PNC Bank May 1997 - August 1997
Chase Manhattan Bank May 1996 - August 1996
First USA Bank September 1994 - August 1995
Skills
Financial Modeling, International Business, Executive Management, Investments, Mutual Funds, Fixed Income, Financial Analysis, Equities, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Series 7, Alternative Investments, Securities, Valuation, Bonds, Banking, Asset Management, Credit, Leadership
Education
Delaware State University
Master of Business Administration (M.B.A.), Finance, 3.63 GPA
Investment Banking Institute 2008 — 2008
Certificate, Investment Banking
Delaware State University 1995 — 1999
Bachelor of Science, Business Administration
William Penn High School 1991 — 1994
Diploma, Business
Civitas Partners October 2010 - May 2015
Merrill Lynch May 2003 - October 2010
TD Waterhouse Investor Services January 2002 - May 2003
Morgan Stanley April 2000 - December 2001
Chase Manhattan Bank August 1999 - April 2000
J.P. Morgan June 1999 - August 1999
Bank of New York May 1998 - August 1998
PNC Bank May 1997 - August 1997
Chase Manhattan Bank May 1996 - August 1996
First USA Bank September 1994 - August 1995
Skills
Financial Modeling, International Business, Executive Management, Investments, Mutual Funds, Fixed Income, Financial Analysis, Equities, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Series 7, Alternative Investments, Securities, Valuation, Bonds, Banking, Asset Management, Credit, Leadership
Education
Delaware State University
Master of Business Administration (M.B.A.), Finance, 3.63 GPA
Investment Banking Institute 2008 — 2008
Certificate, Investment Banking
Delaware State University 1995 — 1999
Bachelor of Science, Business Administration
William Penn High School 1991 — 1994
Diploma, Business
Anjali Thakkar's Morgan Stanley Experience January 2004 - January 2005
Job Sr. Manager, Sales Operations at Mosaic Sales Solutions
Industry Marketing and Advertising
Experience
Mosaic Sales Solutions January 2014 - Present
Mosaic Sales Solutions April 2012 - December 2013
Sara Lee Corporation May 2010 - April 2012
Sara Lee Corporation July 2006 - May 2010
Smith Barney May 2005 - December 2005
Morgan Stanley January 2004 - January 2005
Skills
Cost Accounting, Forecasting, Financial Analysis, Customer Insight, Competitive Analysis, Market Analysis, Financial Modeling, Market Research, Finance, Data Analysis, Strategic Financial..., Corporate Finance, Business Analysis, Cross-functional Team..., Process Improvement, Pricing, Sales Operations, P&L, Strategy, Income Statement, Management
Education
DePaul University 2002 — 2006
Bachelor of Science, Finance and Real Estate Investment
Mosaic Sales Solutions January 2014 - Present
Mosaic Sales Solutions April 2012 - December 2013
Sara Lee Corporation May 2010 - April 2012
Sara Lee Corporation July 2006 - May 2010
Smith Barney May 2005 - December 2005
Morgan Stanley January 2004 - January 2005
Skills
Cost Accounting, Forecasting, Financial Analysis, Customer Insight, Competitive Analysis, Market Analysis, Financial Modeling, Market Research, Finance, Data Analysis, Strategic Financial..., Corporate Finance, Business Analysis, Cross-functional Team..., Process Improvement, Pricing, Sales Operations, P&L, Strategy, Income Statement, Management
Education
DePaul University 2002 — 2006
Bachelor of Science, Finance and Real Estate Investment
Catherine Weigel Catherine Weigel's Morgan Stanley Experience November 2001 - June 2003
Job SVP, Editorial Director at Carpenter Group
Industry Marketing and Advertising
Experience
Carpenter Group June 2009 - Present
Wechsler June 2003 - April 2009
Morgan Stanley November 2001 - June 2003
Morgan Stanley September 1999 - November 2001
New York Life September 1996 - September 1999
Skills
Content Development, Editorial, Brand Management, Asset Managment, Marketing Communications, Integrated Marketing, Corporate Communications, Copywriting, Brokers, Content Strategy, Digital Strategy, Creative Direction, Content Management, Advertising, Corporate Branding, Financial Services, Marketing, Journalism, Asset Management, Copy Editing, Thought Leadership, Strategy, Wordpress, Digital Marketing, Brochures, Marketing Strategy, Corporate Identity, CMS, White Papers, Speech Writing, Art Direction, Editing, Online Marketing, Newsletters, Internal Communications, Email Marketing, Strategic Communications, Creative Strategy, Web Content
Education
Denison University 1992 — 1996
BA, English (writing) and Psychology
Carpenter Group June 2009 - Present
Wechsler June 2003 - April 2009
Morgan Stanley November 2001 - June 2003
Morgan Stanley September 1999 - November 2001
New York Life September 1996 - September 1999
Skills
Content Development, Editorial, Brand Management, Asset Managment, Marketing Communications, Integrated Marketing, Corporate Communications, Copywriting, Brokers, Content Strategy, Digital Strategy, Creative Direction, Content Management, Advertising, Corporate Branding, Financial Services, Marketing, Journalism, Asset Management, Copy Editing, Thought Leadership, Strategy, Wordpress, Digital Marketing, Brochures, Marketing Strategy, Corporate Identity, CMS, White Papers, Speech Writing, Art Direction, Editing, Online Marketing, Newsletters, Internal Communications, Email Marketing, Strategic Communications, Creative Strategy, Web Content
Education
Denison University 1992 — 1996
BA, English (writing) and Psychology
Colleen Ramsey Colleen Ramsey's Morgan Stanley Experience September 2005 - October 2006
Job Sr. Data Analyst at Blue Shield of California
Industry Insurance
Experience
Blue Shield of California June 2013 - Present
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas December 2012 - June 2013
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas March 2009 - November 2012
Discover Financial Services October 2006 - October 2008
Morgan Stanley September 2005 - October 2006
Skills
SAS, Fraud, SQL, Data Mining, Credit Cards, Data Analysis, Financial Services, Business Requirements, Testing, Training, Teradata, Security, Data Modeling, Databases, Process Improvement, Data Warehousing, Insurance
Education
DePaul University 2004 — 2006
MA, Economics
Eckerd College 2000 — 2004
BS, Chemistry
The International School of Kuala Lumpur 1999 — 2000
Taipei American School 1996 — 1999
Blue Shield of California June 2013 - Present
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas December 2012 - June 2013
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas March 2009 - November 2012
Discover Financial Services October 2006 - October 2008
Morgan Stanley September 2005 - October 2006
Skills
SAS, Fraud, SQL, Data Mining, Credit Cards, Data Analysis, Financial Services, Business Requirements, Testing, Training, Teradata, Security, Data Modeling, Databases, Process Improvement, Data Warehousing, Insurance
Education
DePaul University 2004 — 2006
MA, Economics
Eckerd College 2000 — 2004
BS, Chemistry
The International School of Kuala Lumpur 1999 — 2000
Taipei American School 1996 — 1999
Gustavo A Marquez's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
The Walt Disney Company January 2014 - June 2014
Davenport Capital Management September 2013 - November 2013
Morgan Stanley June 2013 - August 2013
Morgan Stanley October 2012 - May 2013
E-Insure Services, Inc. June 2012 - October 2012
Education
DePaul University
Bachelor of Science in Finance
Oviedo High School
Morgan Stanley June 2014 - Present
The Walt Disney Company January 2014 - June 2014
Davenport Capital Management September 2013 - November 2013
Morgan Stanley June 2013 - August 2013
Morgan Stanley October 2012 - May 2013
E-Insure Services, Inc. June 2012 - October 2012
Education
DePaul University
Bachelor of Science in Finance
Oviedo High School
Neill Peck's Morgan Stanley Experience July 2014 - April 2015
Job Marketing Associate at Hardesty Capital Management
Industry Investment Management
Experience
Hardesty Capital Management April 2015 - Present
Morgan Stanley July 2014 - April 2015
Hardesty Capital Management May 2013 - August 2013
Skills
Facebook, Social Networking, Fundraising, Teamwork, Leadership, Account Management, Marketing Communications, Marketing Strategy, Project Management, Press Releases, Community Outreach, Stata, Factset, PowerPoint, Management, Microsoft Office, Research, Public Speaking, Microsoft Excel, Social Media
Education
Denison University 2010 — 2014
Bachelor of Arts (BA), Political Science
Boys' Latin School of Maryland 2000 — 2010
Lower, Middle, and High School
Hardesty Capital Management April 2015 - Present
Morgan Stanley July 2014 - April 2015
Hardesty Capital Management May 2013 - August 2013
Skills
Facebook, Social Networking, Fundraising, Teamwork, Leadership, Account Management, Marketing Communications, Marketing Strategy, Project Management, Press Releases, Community Outreach, Stata, Factset, PowerPoint, Management, Microsoft Office, Research, Public Speaking, Microsoft Excel, Social Media
Education
Denison University 2010 — 2014
Bachelor of Arts (BA), Political Science
Boys' Latin School of Maryland 2000 — 2010
Lower, Middle, and High School
Taylor Nissi's Morgan Stanley Experience July 2006 - August 2006
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Wilton Lacrosse Association 2013 - 2015
eCamps, Inc December 2009 - October 2014
Whale Rock Capital June 2008 - September 2008
Vironex Inc May 2007 - August 2007
Morgan Stanley July 2006 - August 2006
Skills
Retirement Planning, Investments, Financial Risk, Mutual Funds, Traditional IRA, Roth IRA, Risk Management, Strategic Planning, Capital Markets, Social Media, Coaching, Social Media Marketing, Public Speaking, Sales, Leadership Development, Email Marketing, Customer Service, Program Management, Advertising, Leadership, Marketing
Education
Denison University 2004 — 2008
B.A., Economics, Geoscience
Holderness School 2000 — 2004
Wells Fargo Advisors October 2014 - Present
Wilton Lacrosse Association 2013 - 2015
eCamps, Inc December 2009 - October 2014
Whale Rock Capital June 2008 - September 2008
Vironex Inc May 2007 - August 2007
Morgan Stanley July 2006 - August 2006
Skills
Retirement Planning, Investments, Financial Risk, Mutual Funds, Traditional IRA, Roth IRA, Risk Management, Strategic Planning, Capital Markets, Social Media, Coaching, Social Media Marketing, Public Speaking, Sales, Leadership Development, Email Marketing, Customer Service, Program Management, Advertising, Leadership, Marketing
Education
Denison University 2004 — 2008
B.A., Economics, Geoscience
Holderness School 2000 — 2004
Andrew Hennessy's Morgan Stanley Experience January 2007 - June 2007
Job PR Firm Account Manager / MBA Candidate at Chicago Booth
Industry Public Relations and Communications
Experience
3Points Communications June 2015 - Present
BP September 2012 - June 2015
BP June 2010 - September 2012
Citadel Investment Group January 2008 - June 2010
MediaRiver, Inc. June 2007 - November 2007
Morgan Stanley January 2007 - June 2007
Chicago Board of Trade September 2005 - December 2006
Skills
International Sales, Marketing Strategy, Operations Management, Financial Modeling, Derivatives, Commodity, Valuation, Options, Hedging, Fixed Income, Bloomberg, Equities
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Entrepreneurship
DePaul University 2003 — 2007
BS of Commerce, Finance
3Points Communications June 2015 - Present
BP September 2012 - June 2015
BP June 2010 - September 2012
Citadel Investment Group January 2008 - June 2010
MediaRiver, Inc. June 2007 - November 2007
Morgan Stanley January 2007 - June 2007
Chicago Board of Trade September 2005 - December 2006
Skills
International Sales, Marketing Strategy, Operations Management, Financial Modeling, Derivatives, Commodity, Valuation, Options, Hedging, Fixed Income, Bloomberg, Equities
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Entrepreneurship
DePaul University 2003 — 2007
BS of Commerce, Finance
Robert Parks's Morgan Stanley Experience June 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
U.S. Bank April 2011 - June 2014
Education
Denison University 2006 — 2010
BA, Economics
Morgan Stanley June 2014 - Present
U.S. Bank April 2011 - June 2014
Education
Denison University 2006 — 2010
BA, Economics
Jeff Lanzen Jeff Lanzen's Morgan Stanley Experience September 2000 - August 2001
Job Credit Specialist at Century Federal Credit Union
Industry Banking
Experience
Century Federal Credit Union November 2013 - Present
Century Federal Credit Union July 2007 - November 2013
NARFE PREMIER FEDERAL CREDIT UNION November 2003 - July 2007
CALLAHAN & ASSOCIATES INC September 2001 - November 2003
the NASD September 2000 - November 2003
Morgan Stanley September 2000 - August 2001
Skills
Public Speaking, Financial Analysis, Research, Credit, Investments, Loans, Mortgage Lending, Strategic Planning, Business Development, Credit Unions, Customer Service, Budgets, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Project Management, Team Leadership, Marketing Strategy, Marketing Communications, Sales, Business Strategy, Non-profits, Consumer Lending, Financial Services, Finance, Marketing
Education
Denison University 1996 — 2000
Bachelor of Arts, Communications/Political Science
Rocky River High School
Century Federal Credit Union November 2013 - Present
Century Federal Credit Union July 2007 - November 2013
NARFE PREMIER FEDERAL CREDIT UNION November 2003 - July 2007
CALLAHAN & ASSOCIATES INC September 2001 - November 2003
the NASD September 2000 - November 2003
Morgan Stanley September 2000 - August 2001
Skills
Public Speaking, Financial Analysis, Research, Credit, Investments, Loans, Mortgage Lending, Strategic Planning, Business Development, Credit Unions, Customer Service, Budgets, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Project Management, Team Leadership, Marketing Strategy, Marketing Communications, Sales, Business Strategy, Non-profits, Consumer Lending, Financial Services, Finance, Marketing
Education
Denison University 1996 — 2000
Bachelor of Arts, Communications/Political Science
Rocky River High School
Tony Ranaldi's Morgan Stanley Experience June 1998 - June 2000
Job Executive Vice President, Portfolio Manager at DDJ Capital Management
Industry Investment Management
Experience
DDJ Capital Management June 2002 - Present
Spectrum Equity June 2000 - June 2002
Morgan Stanley June 1998 - June 2000
Education
Princeton University 1994 — 1997
Deerfield Academy 1991 — 1993
DDJ Capital Management June 2002 - Present
Spectrum Equity June 2000 - June 2002
Morgan Stanley June 1998 - June 2000
Education
Princeton University 1994 — 1997
Deerfield Academy 1991 — 1993
Matthew DeNunzio Matthew DeNunzio's Morgan Stanley Experience June 2014 - August 2014
Job Special Student at Princeton University
Industry
Experience
Phillips Exeter Academy July 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Princeton University 2011 — 2015
Bachelor of Arts (BA), Economics
Deerfield Academy 2007 — 2011
High School Diploma, Honor Roll Student
Phillips Exeter Academy July 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Princeton University 2011 — 2015
Bachelor of Arts (BA), Economics
Deerfield Academy 2007 — 2011
High School Diploma, Honor Roll Student
Shitij Gupta Shitij Gupta's Morgan Stanley Experience July 2010 - February 2014
Job Product Manager at Etrade
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2014 - Present
Morgan Stanley July 2010 - February 2014
Money Matters Financial Services June 2009 - August 2009
FIRE Capital Fund Private Limited June 2008 - August 2008
D. E. Shaw & Co. June 2007 - August 2007
Skills
Fixed Income, Equities, Securities, Valuation, Financial Modeling, Bloomberg, SNL, SPSS, R, Microsoft Office, Sweeps, Private Banking, Deposits, Business Analysis, Banking, Corporate Finance, Data Analysis, Management, Portfolio Management, Financial Analysis
Education
University of Michigan 2006 — 2010
BA, Economics
Delhi Public School - R. K. Puram 2000 — 2006
E*TRADE Financial Corporation February 2014 - Present
Morgan Stanley July 2010 - February 2014
Money Matters Financial Services June 2009 - August 2009
FIRE Capital Fund Private Limited June 2008 - August 2008
D. E. Shaw & Co. June 2007 - August 2007
Skills
Fixed Income, Equities, Securities, Valuation, Financial Modeling, Bloomberg, SNL, SPSS, R, Microsoft Office, Sweeps, Private Banking, Deposits, Business Analysis, Banking, Corporate Finance, Data Analysis, Management, Portfolio Management, Financial Analysis
Education
University of Michigan 2006 — 2010
BA, Economics
Delhi Public School - R. K. Puram 2000 — 2006
Jon Meachin Jon Meachin's Morgan Stanley Experience June 2006 - July 2008
Job Vice President of Finance at Campaign Monitor
Industry Computer Software
Experience
Campaign Monitor April 2015 - Present
McKissock, LP June 2013 - April 2015
The Wharton School August 2011 - June 2013
Parthenon Capital September 2008 - July 2011
Morgan Stanley June 2006 - July 2008
Morgan Stanley July 2004 - June 2006
Skills
Private Equity, Mergers, Financial Modeling, Capital Markets, Corporate Development, Investment Banking, Due Diligence, Mergers
Education
Wharton Business School 2011 — 2013
MBA
Brown University 2000 — 2004
Deerfield Academy 1996 — 2000
Campaign Monitor April 2015 - Present
McKissock, LP June 2013 - April 2015
The Wharton School August 2011 - June 2013
Parthenon Capital September 2008 - July 2011
Morgan Stanley June 2006 - July 2008
Morgan Stanley July 2004 - June 2006
Skills
Private Equity, Mergers, Financial Modeling, Capital Markets, Corporate Development, Investment Banking, Due Diligence, Mergers
Education
Wharton Business School 2011 — 2013
MBA
Brown University 2000 — 2004
Deerfield Academy 1996 — 2000
Laura Gohs Laura Gohs's Morgan Stanley Experience May 2006 - September 2006
Job Family Nurse Practitioner
Industry Hospital & Health Care
Experience
Clinica Romero May 2014 - Present
Ramos Medical Associates October 2013 - May 2014
Vanderbilt University School of Nursing August 2011 - August 2013
UBS July 2007 - June 2011
UBS Giving Program June 2008 - May 2011
St Francis Memorial Hospital June 2010 - March 2011
Leukemia Lymphoma Society May 2008 - January 2011
Morgan Stanley May 2006 - September 2006
Morgan Stanley May 2006 - August 2006
Morgan Stanley May 2005 - August 2005
Skills
Event Planning, Fundraising, PowerPoint, Research, Public Speaking, Microsoft Excel, Microsoft Office, Social Media, Series 7, Nonprofits, Data Analysis, Financial Analysis, Spanish, Customer Service, Community Outreach
Education
Vanderbilt University School of Nursing 2011 — 2013
Master of Science in Nursing, Family Nurse Practitioner
Denison University 2003 — 2007
BA, Spanish
Universidad Compultense de Madrid 2005 — 2005
The Athenian School 1999 — 2003
Clinica Romero May 2014 - Present
Ramos Medical Associates October 2013 - May 2014
Vanderbilt University School of Nursing August 2011 - August 2013
UBS July 2007 - June 2011
UBS Giving Program June 2008 - May 2011
St Francis Memorial Hospital June 2010 - March 2011
Leukemia Lymphoma Society May 2008 - January 2011
Morgan Stanley May 2006 - September 2006
Morgan Stanley May 2006 - August 2006
Morgan Stanley May 2005 - August 2005
Skills
Event Planning, Fundraising, PowerPoint, Research, Public Speaking, Microsoft Excel, Microsoft Office, Social Media, Series 7, Nonprofits, Data Analysis, Financial Analysis, Spanish, Customer Service, Community Outreach
Education
Vanderbilt University School of Nursing 2011 — 2013
Master of Science in Nursing, Family Nurse Practitioner
Denison University 2003 — 2007
BA, Spanish
Universidad Compultense de Madrid 2005 — 2005
The Athenian School 1999 — 2003
Eri Nosaka Eri Nosaka's Morgan Stanley Experience June 2010 - August 2012
Job Research Analyst at Kayne Anderson Capital Advisors
Industry Investment Banking
Experience
Kayne Anderson Capital Advisors August 2012 - Present
Morgan Stanley June 2010 - August 2012
Cravath, Swaine & Moore LLP June 2008 - May 2010
Education
Middlebury College 2004 — 2008
Bachelor of Arts, International Studies; English Literature
Sophia University 2007 — 2007
Deerfield Academy 2000 — 2004
Kayne Anderson Capital Advisors August 2012 - Present
Morgan Stanley June 2010 - August 2012
Cravath, Swaine & Moore LLP June 2008 - May 2010
Education
Middlebury College 2004 — 2008
Bachelor of Arts, International Studies; English Literature
Sophia University 2007 — 2007
Deerfield Academy 2000 — 2004
Matthew Pardoe Matthew Pardoe's Morgan Stanley Experience January 2013 - Present
Job
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
J.P. Morgan April 2012 - December 2012
Sallie Mae October 2010 - April 2012
Bank of America June 2010 - October 2010
Bank of America December 2008 - October 2010
Bank of America March 2008 - December 2008
Wireless Advocates October 2004 - October 2007
Skills
Credit Analysis, Customer Service, Loans, Financial Analysis, Financial Services, Microsoft Office, Credit Risk, Fraud, Leadership, Investments, Microsoft Excel, Wealth Management, Asset Allocation, Securities, Customer Relations, User Acceptance Testing, Risk Assessment, Unix, Fraud Prevention, Sales Management, Testing, Credit Card Processing, Fraud Analysis, Direct Marketing, Direct Sales, Investment Banking, High Net Worth..., Financial Modeling, Asset Management, Account Reconciliation, Equities, Series 7
Education
Wilmington University 2007 — 2008
Bachelors of Science, Marketing
Delaware Technical and Community College-Stanton-Wilmington 2005 — 2007
Assocaites of Applied Science, Business Administration
University of Delaware 2001 — 2005
Non-Degree, Leadership & Consumer Economics
Morgan Stanley January 2013 - Present
J.P. Morgan April 2012 - December 2012
Sallie Mae October 2010 - April 2012
Bank of America June 2010 - October 2010
Bank of America December 2008 - October 2010
Bank of America March 2008 - December 2008
Wireless Advocates October 2004 - October 2007
Skills
Credit Analysis, Customer Service, Loans, Financial Analysis, Financial Services, Microsoft Office, Credit Risk, Fraud, Leadership, Investments, Microsoft Excel, Wealth Management, Asset Allocation, Securities, Customer Relations, User Acceptance Testing, Risk Assessment, Unix, Fraud Prevention, Sales Management, Testing, Credit Card Processing, Fraud Analysis, Direct Marketing, Direct Sales, Investment Banking, High Net Worth..., Financial Modeling, Asset Management, Account Reconciliation, Equities, Series 7
Education
Wilmington University 2007 — 2008
Bachelors of Science, Marketing
Delaware Technical and Community College-Stanton-Wilmington 2005 — 2007
Assocaites of Applied Science, Business Administration
University of Delaware 2001 — 2005
Non-Degree, Leadership & Consumer Economics
Vipin Singh, CFA, FRM's Morgan Stanley Experience March 2012 - Present
Job Corporate Treasury | Risk Management | Liquidity | Asset Liability Management
Industry Financial Services
Experience
Morgan Stanley March 2012 - Present
General Motors December 2010 - January 2012
General Motors Co. June 2009 - November 2010
General Motors Co. June 2008 - June 2009
Merrill Lynch May 2007 - August 2007
Scholastic October 2004 - June 2006
Teleperformance April 2002 - August 2004
GE May 1999 - February 2002
Skills
Financial Modeling, Valuation, Capital Markets, Treasury Management, Financial Analysis, Investment Banking, Portfolio Management, Derivatives, Due Diligence, Cash, Cash Management, Corporate Finance, Investments, Risk Management, Fixed Income, Financial Reporting, Financial Markets, Finance, Investment Management, Fixed Income Trading, Distressed Debt, Foreign Exchange Hedging, Credit Risk Management, People Management, Working Capital..., Industry Analysis, Trading, Funding, Restructuring, Financial Planning, Financial Management, Equity Research, Emerging Markets, Cash Flow, Business Valuation, Capital Structure, Cash Flow Forecasting, Corporate Treasury, Credit Analysis, Structuring, Basel III, LCR, Dodd-Frank, Contingency Planning, Liquidity Risk, CCAR, Funds Transfer Pricing, CVA, Treasury, Financial Risk
Education
Coursera (MOOC) - Several Institutions 2014 — 2014
Certificates, Quantitative Topics in Finance and Economics
CFA Institute 2010 — 2013
CFA, Finance
Global Association of Risk Professionals 2012 — 2012
Financial Risk Manager, Risk Management
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA, Finance, Accounting, Strategy
Delhi University 1996 — 1999
Bachelor of Commerce, Accounting
Institute of Hotel Management, Pusa, New Delhi 1996 — 1999
Diploma in Hotel Management, Hospitality Management & Nutrition
Tagore International School, Vasant Vihar, New Delhi, India 1982 — 1996
AISSCE, Biology, Mathematics
Morgan Stanley March 2012 - Present
General Motors December 2010 - January 2012
General Motors Co. June 2009 - November 2010
General Motors Co. June 2008 - June 2009
Merrill Lynch May 2007 - August 2007
Scholastic October 2004 - June 2006
Teleperformance April 2002 - August 2004
GE May 1999 - February 2002
Skills
Financial Modeling, Valuation, Capital Markets, Treasury Management, Financial Analysis, Investment Banking, Portfolio Management, Derivatives, Due Diligence, Cash, Cash Management, Corporate Finance, Investments, Risk Management, Fixed Income, Financial Reporting, Financial Markets, Finance, Investment Management, Fixed Income Trading, Distressed Debt, Foreign Exchange Hedging, Credit Risk Management, People Management, Working Capital..., Industry Analysis, Trading, Funding, Restructuring, Financial Planning, Financial Management, Equity Research, Emerging Markets, Cash Flow, Business Valuation, Capital Structure, Cash Flow Forecasting, Corporate Treasury, Credit Analysis, Structuring, Basel III, LCR, Dodd-Frank, Contingency Planning, Liquidity Risk, CCAR, Funds Transfer Pricing, CVA, Treasury, Financial Risk
Education
Coursera (MOOC) - Several Institutions 2014 — 2014
Certificates, Quantitative Topics in Finance and Economics
CFA Institute 2010 — 2013
CFA, Finance
Global Association of Risk Professionals 2012 — 2012
Financial Risk Manager, Risk Management
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA, Finance, Accounting, Strategy
Delhi University 1996 — 1999
Bachelor of Commerce, Accounting
Institute of Hotel Management, Pusa, New Delhi 1996 — 1999
Diploma in Hotel Management, Hospitality Management & Nutrition
Tagore International School, Vasant Vihar, New Delhi, India 1982 — 1996
AISSCE, Biology, Mathematics
Sander Stokman's Morgan Stanley Experience April 2010 - Present
Job
Industry Information Technology and Services
Experience
Morgan Stanley April 2010 - Present
Keane April 2006 - April 2010
EDS May 1999 - April 2006
Philips Lighting 1999 - 2006
EDS January 1998 - May 1999
Skills
Unix, Databases, Perl, Linux, Java, Apache, Solaris
Education
Delft University of Technology 1989 — 1998
Master of Science
Morgan Stanley April 2010 - Present
Keane April 2006 - April 2010
EDS May 1999 - April 2006
Philips Lighting 1999 - 2006
EDS January 1998 - May 1999
Skills
Unix, Databases, Perl, Linux, Java, Apache, Solaris
Education
Delft University of Technology 1989 — 1998
Master of Science
Kristen Kupniewski, MBA Kristen Kupniewski, MBA's Morgan Stanley Experience December 1993 - October 2000
Job Government Contracting
Industry Logistics and Supply Chain
Experience
Defense Contract Management Agency (DCMA) October 2014 - Present
Defense Logistics Agency February 2010 - October 2014
KelbyOne April 2002 - October 2009
Brown Brothers Harriman December 2000 - December 2001
Morgan Stanley December 1993 - October 2000
Skills
DoD, Procurement, Negotiation, Government, Logistics, Contract Negotiation, Administration, Customer Relations, Problem Solving, Contract Management, Customer Service, Project Management, Analysis, Program Management, Leadership, Management, Operations Management, Sales, Supervisory Skills, System Administration, Team Building, Training, Adobe Creative Suite, Process Improvement
Education
Argosy University-Phoenix Online Division 2014 — 2018
Ed.d, Organizational Leadership
Defense Acquisition University 2010 — 2012
DAWIA Certification Level II, Contracting
Strayer University 2005 — 2008
MBA, Management
World Travel School
Defense Contract Management Agency (DCMA) October 2014 - Present
Defense Logistics Agency February 2010 - October 2014
KelbyOne April 2002 - October 2009
Brown Brothers Harriman December 2000 - December 2001
Morgan Stanley December 1993 - October 2000
Skills
DoD, Procurement, Negotiation, Government, Logistics, Contract Negotiation, Administration, Customer Relations, Problem Solving, Contract Management, Customer Service, Project Management, Analysis, Program Management, Leadership, Management, Operations Management, Sales, Supervisory Skills, System Administration, Team Building, Training, Adobe Creative Suite, Process Improvement
Education
Argosy University-Phoenix Online Division 2014 — 2018
Ed.d, Organizational Leadership
Defense Acquisition University 2010 — 2012
DAWIA Certification Level II, Contracting
Strayer University 2005 — 2008
MBA, Management
World Travel School
Stephen Alexandre Stephen Alexandre's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Apollo Global Management LLC June 2014 - August 2014
Tuck School of Business at Dartmouth College July 2013 - August 2013
National Outdoor Leadership School June 2012 - June 2012
Skills
Spanish, Microsoft Word, Microsoft Office, Social Media, Entrepreneurship, PowerPoint, Microsoft Excel, Teamwork, Marketing, Teaching, Leadership, Finance, Strategy, Financial Modeling, Investment Banking, Credit Analysis, DCF Valuation
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), Economics & Spanish Language and Literature
Deerfield Academy 2007 — 2011
High School Diploma
Morgan Stanley June 2015 - Present
Apollo Global Management LLC June 2014 - August 2014
Tuck School of Business at Dartmouth College July 2013 - August 2013
National Outdoor Leadership School June 2012 - June 2012
Skills
Spanish, Microsoft Word, Microsoft Office, Social Media, Entrepreneurship, PowerPoint, Microsoft Excel, Teamwork, Marketing, Teaching, Leadership, Finance, Strategy, Financial Modeling, Investment Banking, Credit Analysis, DCF Valuation
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), Economics & Spanish Language and Literature
Deerfield Academy 2007 — 2011
High School Diploma
Will Robbins Will Robbins's Morgan Stanley Experience June 2015 - Present
Job Analyst at Morgan Stanley
Industry
Experience
Morgan Stanley June 2015 - Present
Goldman Sachs June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
Education
Hamilton College 2011 — 2015
Physics
Deerfield Academy 2007 — 2011
Morgan Stanley June 2015 - Present
Goldman Sachs June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
Education
Hamilton College 2011 — 2015
Physics
Deerfield Academy 2007 — 2011
Grant Gherity's Morgan Stanley Experience May 2009 - August 2009
Job Attorney
Industry Legal Services
Experience
Randstad November 2013 - Present
Infor September 2012 - December 2012
Tealwood Asset Management May 2012 - August 2012
Morgan Stanley May 2009 - August 2009
Irish Parliament September 2008 - December 2008
Education
University of St. Thomas School of Law 2014 — 2015
Master of Laws (LL.M.), Organizational Ethics and Compliance
University of St. Thomas School of Law 2010 — 2013
Juris Doctor (J.D.), Law
DePaul University 2007 — 2010
B.S., Economics
Randstad November 2013 - Present
Infor September 2012 - December 2012
Tealwood Asset Management May 2012 - August 2012
Morgan Stanley May 2009 - August 2009
Irish Parliament September 2008 - December 2008
Education
University of St. Thomas School of Law 2014 — 2015
Master of Laws (LL.M.), Organizational Ethics and Compliance
University of St. Thomas School of Law 2010 — 2013
Juris Doctor (J.D.), Law
DePaul University 2007 — 2010
B.S., Economics
Hillary Jackson Hillary Jackson's Morgan Stanley Experience April 2008 - May 2010
Job Managing Director at SG Partners
Industry Financial Services
Experience
SG Partners January 2012 - Present
Michael P. Maloney, Inc May 2010 - December 2011
Morgan Stanley April 2008 - May 2010
Morgan Stanley May 2007 - April 2008
Skills
Investment Banking, Hedge Funds, Investments, Fixed Income, Corporate Development, Recruiting, Human Resources, Marketing, Executive Search, Talent Acquisition, Capital Markets, Financial Services
Education
Middlebury College 2002 — 2006
BA Geology, Minor in Spanish; Minor in Music
Deerfield Academy 1998 — 2002
SG Partners January 2012 - Present
Michael P. Maloney, Inc May 2010 - December 2011
Morgan Stanley April 2008 - May 2010
Morgan Stanley May 2007 - April 2008
Skills
Investment Banking, Hedge Funds, Investments, Fixed Income, Corporate Development, Recruiting, Human Resources, Marketing, Executive Search, Talent Acquisition, Capital Markets, Financial Services
Education
Middlebury College 2002 — 2006
BA Geology, Minor in Spanish; Minor in Music
Deerfield Academy 1998 — 2002
Connie Romanski Connie Romanski's Morgan Stanley Experience October 2002 - November 2008
Job Registered Nurse
Industry Hospital & Health Care
Experience
NorthShore University HealthSystem July 2010 - Present
Morgan Stanley October 2002 - November 2008
Education
Harry S Truman 2007 — 2010
Applied Science, Nursing
DePaul University 1999 — 2002
Bachelor, Computer Information Systems
NorthShore University HealthSystem July 2010 - Present
Morgan Stanley October 2002 - November 2008
Education
Harry S Truman 2007 — 2010
Applied Science, Nursing
DePaul University 1999 — 2002
Bachelor, Computer Information Systems
Gil Rubio, CFP®, CRPC® Gil Rubio, CFP®, CRPC®'s Morgan Stanley Experience September 2002 - July 2003
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
Merrill Lynch August 2003 - August 2015
Morgan Stanley September 2002 - July 2003
Summit Asset Management, S.A. January 1999 - April 2002
Garban Corporate Securities July 1996 - October 1998
Chapdelaine & Co. September 1994 - June 1996
First National Bank of Chicago May 1985 - September 1994
IBM January 1985 - May 1985
Skills
Certified Financial..., CFP, CRPC, Wealth Management, Portfolio Management, Estate Planning, Financial Planning, Emerging Markets, Asset Allocation, Private Banking, Asset Management, Retirement Planning, Investment Strategies, Alternative Investments, Fixed Income, Hedge Funds, Special Needs Trusts, Special Needs, Strategic Financial..., Finance, Equities, High Net Worth..., Commodity, Options, Investment Advisory, Securities, Series 7, Wealth Management..., Financial Advisory, Mutual Funds, ETFs, Bonds, Investment Management, Series 65, Uniform Combined State...
Education
DePaul University 1989 — 1991
MBA, Finance
Villanova University 1980 — 1984
BS, Economics
San Agustin 1966 — 1979
HSD, Sciences and Arts
Wells Fargo Advisors August 2015 - Present
Merrill Lynch August 2003 - August 2015
Morgan Stanley September 2002 - July 2003
Summit Asset Management, S.A. January 1999 - April 2002
Garban Corporate Securities July 1996 - October 1998
Chapdelaine & Co. September 1994 - June 1996
First National Bank of Chicago May 1985 - September 1994
IBM January 1985 - May 1985
Skills
Certified Financial..., CFP, CRPC, Wealth Management, Portfolio Management, Estate Planning, Financial Planning, Emerging Markets, Asset Allocation, Private Banking, Asset Management, Retirement Planning, Investment Strategies, Alternative Investments, Fixed Income, Hedge Funds, Special Needs Trusts, Special Needs, Strategic Financial..., Finance, Equities, High Net Worth..., Commodity, Options, Investment Advisory, Securities, Series 7, Wealth Management..., Financial Advisory, Mutual Funds, ETFs, Bonds, Investment Management, Series 65, Uniform Combined State...
Education
DePaul University 1989 — 1991
MBA, Finance
Villanova University 1980 — 1984
BS, Economics
San Agustin 1966 — 1979
HSD, Sciences and Arts
Matt Benton's Morgan Stanley Experience March 2005 - December 2005
Job MBA Candidate | University of Chicago Booth School of Business
Industry Investment Management
Experience
Sonim Technologies June 2015 - September 2015
National Headache Foundation February 2012 - August 2014
National Headache Foundation July 2010 - January 2012
National Headache Foundation February 2010 - June 2010
Penson Futures November 2008 - December 2009
Independent January 2006 - October 2008
Morgan Stanley March 2005 - December 2005
Skills
Strategy, Investments, Business Development, Equities, Financial Analysis, Start-ups, Finance, Strategic Planning, Strategic Alliances, Corporate Development, Risk Management, Strategic Partnerships, Market Research, Economics, Trading, Project Management, Portfolio Management, Valuation, Analytics, Social Media Marketing, Entrepreneurship, Financial Modeling, Corporate Finance, Business Strategy, Microsoft Excel, R
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Analytic Finance, Entrepreneurship, Statistics
Founder's Institute
Entrepreneurship
Denison University 2001 — 2004
BA, Economics
Lehigh University 2000 — 2001
Menlo School 1996 — 2000
Sonim Technologies June 2015 - September 2015
National Headache Foundation February 2012 - August 2014
National Headache Foundation July 2010 - January 2012
National Headache Foundation February 2010 - June 2010
Penson Futures November 2008 - December 2009
Independent January 2006 - October 2008
Morgan Stanley March 2005 - December 2005
Skills
Strategy, Investments, Business Development, Equities, Financial Analysis, Start-ups, Finance, Strategic Planning, Strategic Alliances, Corporate Development, Risk Management, Strategic Partnerships, Market Research, Economics, Trading, Project Management, Portfolio Management, Valuation, Analytics, Social Media Marketing, Entrepreneurship, Financial Modeling, Corporate Finance, Business Strategy, Microsoft Excel, R
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Analytic Finance, Entrepreneurship, Statistics
Founder's Institute
Entrepreneurship
Denison University 2001 — 2004
BA, Economics
Lehigh University 2000 — 2001
Menlo School 1996 — 2000
Michelle Whitman's Morgan Stanley Experience 2009 - 2015
Job
Industry Financial Services
Experience
Morgan Stanley 2009 - 2015
UBS November 2001 - February 2009
Skills
Financial Analysis, Investments, Risk Management, Customer Service, Microsoft Office, Banking, Portfolio Management, Leadership, Financial Services, Project Management, Mutual Funds, Relationship Management, Asset Management, Financial Planning, Equities, Insurance, Finance, Retirement Planning, Microsoft Excel, Series 7
Education
Delgado Community College 1981 — 1983
John Ehert High School 1976 — 1980
Morgan Stanley 2009 - 2015
UBS November 2001 - February 2009
Skills
Financial Analysis, Investments, Risk Management, Customer Service, Microsoft Office, Banking, Portfolio Management, Leadership, Financial Services, Project Management, Mutual Funds, Relationship Management, Asset Management, Financial Planning, Equities, Insurance, Finance, Retirement Planning, Microsoft Excel, Series 7
Education
Delgado Community College 1981 — 1983
John Ehert High School 1976 — 1980
Michael P. Sullivan's Morgan Stanley Experience September 2015 - Present
Job Employee of Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
ION Energy Group LLC January 2013 - June 2015
OTC Global Holdings LP July 2011 - January 2013
Sigma Chi Fraternity December 2009 - December 2010
Informetric Systems Inc. May 2010 - August 2010
Skills
Energy Markets, Futures, Futures Trading, Options, Options Strategies
Education
Denison University 2007 — 2011
Bachelor of Arts, Economics
Chatham High School - Chatham, NJ 2003 — 2007
Morgan Stanley September 2015 - Present
ION Energy Group LLC January 2013 - June 2015
OTC Global Holdings LP July 2011 - January 2013
Sigma Chi Fraternity December 2009 - December 2010
Informetric Systems Inc. May 2010 - August 2010
Skills
Energy Markets, Futures, Futures Trading, Options, Options Strategies
Education
Denison University 2007 — 2011
Bachelor of Arts, Economics
Chatham High School - Chatham, NJ 2003 — 2007
Mark Pols's Morgan Stanley Experience June 2007 - January 2013
Job Investments in growth companies in the US and China
Industry Internet
Experience
GGV Capital October 2014 - Present
Amazon January 2013 - Present
Morgan Stanley June 2007 - January 2013
Piper Jaffray & Co. September 2003 - June 2007
Friedman Billings Ramsey March 2003 - September 2003
FT Partners October 2001 - April 2002
Morgan Stanley July 1998 - August 2001
Skills
Investment Banking, Mergers, Private Equity, IPO, Private Placements, Corporate Development, Venture Capital, E-commerce, Internet, Strategy, Greater China
Education
Erasmus University Rotterdam 1994 — 1998
MSc, Economics
Delft University of Technology 1992 — 1998
MSc, Aerospace Engineering
St. Oelbert Gymnasium 1986 — 1992
High School
GGV Capital October 2014 - Present
Amazon January 2013 - Present
Morgan Stanley June 2007 - January 2013
Piper Jaffray & Co. September 2003 - June 2007
Friedman Billings Ramsey March 2003 - September 2003
FT Partners October 2001 - April 2002
Morgan Stanley July 1998 - August 2001
Skills
Investment Banking, Mergers, Private Equity, IPO, Private Placements, Corporate Development, Venture Capital, E-commerce, Internet, Strategy, Greater China
Education
Erasmus University Rotterdam 1994 — 1998
MSc, Economics
Delft University of Technology 1992 — 1998
MSc, Aerospace Engineering
St. Oelbert Gymnasium 1986 — 1992
High School
Ajay Gautam's Morgan Stanley Experience April 2013 - Present
Job at
Industry Information Technology and Services
Experience
HedgeServ August 2015 - Present
Morgan Stanley April 2013 - Present
Bank of America Merrill Lynch January 2011 - April 2013
Barclays Capital February 2010 - January 2011
RBS Greenwich Capital March 2008 - February 2010
Sungard Kiodex February 2006 - March 2008
Educational Testing Services May 2001 - February 2006
Metiom November 2000 - April 2001
Merrill Lynch June 2000 - October 2000
Actuate Corp. November 1999 - October 2000
Skills
Java Enterprise Edition, Spring, SOA, XML, SOAP, Java, JMS, Web Services, SQL, Linux, JBoss Application Server, JDBC, Oracle, Databases, Servlets, JUnit, Continuous Integration, Pair Programming, Agile Leadership, Software Craftsmanship, Clean Code, SOLID principles, Java Concurrency, Garbage Collection, Java Performance, Distributed Caching, Oracle Coherence, DataSynapse GridServer, Unix, Unix Shell Scripting, UNIX utilities, Shell Scripting, Subversion, Perforce, Tomcat, Axis2, Apache Commons, Xerces, Eclipse, Test Driven Development, Dependency Injection, Distributed Systems, Integration, Spring Framework
Education
Delhi University 1992 — 1995
B. Sc., Computer Science
HedgeServ August 2015 - Present
Morgan Stanley April 2013 - Present
Bank of America Merrill Lynch January 2011 - April 2013
Barclays Capital February 2010 - January 2011
RBS Greenwich Capital March 2008 - February 2010
Sungard Kiodex February 2006 - March 2008
Educational Testing Services May 2001 - February 2006
Metiom November 2000 - April 2001
Merrill Lynch June 2000 - October 2000
Actuate Corp. November 1999 - October 2000
Skills
Java Enterprise Edition, Spring, SOA, XML, SOAP, Java, JMS, Web Services, SQL, Linux, JBoss Application Server, JDBC, Oracle, Databases, Servlets, JUnit, Continuous Integration, Pair Programming, Agile Leadership, Software Craftsmanship, Clean Code, SOLID principles, Java Concurrency, Garbage Collection, Java Performance, Distributed Caching, Oracle Coherence, DataSynapse GridServer, Unix, Unix Shell Scripting, UNIX utilities, Shell Scripting, Subversion, Perforce, Tomcat, Axis2, Apache Commons, Xerces, Eclipse, Test Driven Development, Dependency Injection, Distributed Systems, Integration, Spring Framework
Education
Delhi University 1992 — 1995
B. Sc., Computer Science
Sarayu Sharma, PMP's Morgan Stanley Experience March 2012 - December 2012
Job Human Resources Officer at the World Bank Group
Industry International Trade and Development
Experience
World Bank Group August 2015 - Present
World Bank Group January 2013 - July 2015
Morgan Stanley March 2012 - December 2012
Morgan Stanley August 2010 - March 2012
City of New York January 2009 - August 2010
Cognitive Arts May 2006 - May 2008
NIIT Technologies, Singapore January 2005 - April 2006
NIIT Limited, New Delhi, India November 1999 - December 2004
Skills
Vendor Management, Strategy, Program Management, Management, Training, Project Management, Talent Management, Project Planning, Human Resources, PMP, Telecommunications, Budgets, PMO, E-Learning, Change Management, Team Management, Business Analysis, Quality Management, Knowledge Management, Instructional Design, Organizational..., Technical Documentation, Business Process..., CRM, Projects, Performance Tuning, Performance Management, SDLC, Leadership Development, Resource Management, Management Consulting, Training Delivery
Education
Karnataka State Open University 2003 — 2004
Masters, Information Technology
National Institute of Information Technology 1997 — 2000
Post Graduate Diploma, Systems Management
Delhi University 1996 — 1999
Bachelors, Science
Mother's International
Science
World Bank Group August 2015 - Present
World Bank Group January 2013 - July 2015
Morgan Stanley March 2012 - December 2012
Morgan Stanley August 2010 - March 2012
City of New York January 2009 - August 2010
Cognitive Arts May 2006 - May 2008
NIIT Technologies, Singapore January 2005 - April 2006
NIIT Limited, New Delhi, India November 1999 - December 2004
Skills
Vendor Management, Strategy, Program Management, Management, Training, Project Management, Talent Management, Project Planning, Human Resources, PMP, Telecommunications, Budgets, PMO, E-Learning, Change Management, Team Management, Business Analysis, Quality Management, Knowledge Management, Instructional Design, Organizational..., Technical Documentation, Business Process..., CRM, Projects, Performance Tuning, Performance Management, SDLC, Leadership Development, Resource Management, Management Consulting, Training Delivery
Education
Karnataka State Open University 2003 — 2004
Masters, Information Technology
National Institute of Information Technology 1997 — 2000
Post Graduate Diploma, Systems Management
Delhi University 1996 — 1999
Bachelors, Science
Mother's International
Science
Orijit Dhar's Morgan Stanley Experience 1996 - 1997
Job Sr CAD Engineer at Apple
Industry Semiconductors
Experience
Apple March 2013 - Present
NVIDIA February 2009 - March 2013
University of Michigan September 2008 - December 2008
University of Michigan September 2007 - December 2008
NVIDIA May 2008 - August 2008
University of Michigan January 2008 - May 2008
Infineon Technologies 2004 - 2007
Morgan Stanley 1996 - 1997
Skills
Flow Automation, Custom Methodology, Physical Design, VLSI, Timing Closure, Electrical Engineering, Automation, Verilog, Timing, Place & Route, EDA, ASIC, Semiconductors, Static Timing Analysis, TCL, Primetime, SoC
Education
University of Michigan 2007 — 2008
MS
Delhi Vishwavidyalaya 2000 — 2004
B.E.
Apple March 2013 - Present
NVIDIA February 2009 - March 2013
University of Michigan September 2008 - December 2008
University of Michigan September 2007 - December 2008
NVIDIA May 2008 - August 2008
University of Michigan January 2008 - May 2008
Infineon Technologies 2004 - 2007
Morgan Stanley 1996 - 1997
Skills
Flow Automation, Custom Methodology, Physical Design, VLSI, Timing Closure, Electrical Engineering, Automation, Verilog, Timing, Place & Route, EDA, ASIC, Semiconductors, Static Timing Analysis, TCL, Primetime, SoC
Education
University of Michigan 2007 — 2008
MS
Delhi Vishwavidyalaya 2000 — 2004
B.E.
Kapil Madaan's Morgan Stanley Experience November 2008 - July 2010
Job Consultant at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company August 2010 - Present
Morgan Stanley November 2008 - July 2010
Merrill Lynch May 2005 - October 2008
Capital One October 2004 - March 2005
Allied Medical and Technical Institute 2003 - 2003
Education
Fairleigh Dickinson University 2002 — 2004
Masters, Information Systems
Delhi University 1997 — 2000
Bachelors, Mathematics
eCRM
New York Life Insurance Company August 2010 - Present
Morgan Stanley November 2008 - July 2010
Merrill Lynch May 2005 - October 2008
Capital One October 2004 - March 2005
Allied Medical and Technical Institute 2003 - 2003
Education
Fairleigh Dickinson University 2002 — 2004
Masters, Information Systems
Delhi University 1997 — 2000
Bachelors, Mathematics
eCRM
Bill Kabat's Morgan Stanley Experience 1997 - June 2013
Job Consulting Manager at Pillsbury Winthrop Shaw Pittman LLP
Industry Financial Services
Experience
Pillsbury Winthrop Shaw Pittman LLP March 2015 - Present
Eagle Edge Consulting LLC 2013 - Present
Advantech Solutions staffed at Abbvie Inc. March 2014 - February 2015
Morgan Stanley 1997 - June 2013
Discover Card 1990 - 1997
Accenture 1985 - 1990
Skills
Outsourcing, IT Outsourcing, Vendor Management, Financial Analysis, Financial Services, Business Analysis, Analysis, Information Technology, Governance, Contract Negotiation, Project Portfolio..., Cross-functional Team..., PMO, Leadership, Risk Management, Program Management, Forecasting, Executive Management, Management, Outsourcing Management, Consulting, Project Management, RFx process, Resource Management, Budget Process, Financial Modeling, Negotiation, Offshore Outsourcing, Corporate Finance, RFP, RFI, Legal Documents, Strategic Sourcing, Project Planning, MS Project, Project Finance, Global Sourcing, Professional Services, Budgets, Relationship Management, Team Building, Risk Assessment, Procurement, Business Continuity..., Infrastructure, Multinational, IT Service Management, Investment Banking, Credit Cards, business trans
Education
DePaul University
Master of Business Administration (M.B.A.), Finance and Internatinal Business
Marquette University
Bachelor of Business Administration (BBA), Finance, General
Pillsbury Winthrop Shaw Pittman LLP March 2015 - Present
Eagle Edge Consulting LLC 2013 - Present
Advantech Solutions staffed at Abbvie Inc. March 2014 - February 2015
Morgan Stanley 1997 - June 2013
Discover Card 1990 - 1997
Accenture 1985 - 1990
Skills
Outsourcing, IT Outsourcing, Vendor Management, Financial Analysis, Financial Services, Business Analysis, Analysis, Information Technology, Governance, Contract Negotiation, Project Portfolio..., Cross-functional Team..., PMO, Leadership, Risk Management, Program Management, Forecasting, Executive Management, Management, Outsourcing Management, Consulting, Project Management, RFx process, Resource Management, Budget Process, Financial Modeling, Negotiation, Offshore Outsourcing, Corporate Finance, RFP, RFI, Legal Documents, Strategic Sourcing, Project Planning, MS Project, Project Finance, Global Sourcing, Professional Services, Budgets, Relationship Management, Team Building, Risk Assessment, Procurement, Business Continuity..., Infrastructure, Multinational, IT Service Management, Investment Banking, Credit Cards, business trans
Education
DePaul University
Master of Business Administration (M.B.A.), Finance and Internatinal Business
Marquette University
Bachelor of Business Administration (BBA), Finance, General
Deepa Jain's Morgan Stanley Experience January 2013 - Present
Job VP, Operational Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley June 2006 - December 2012
Equinox April 2004 - May 2006
Skills
Financial Modeling, Risk Management, Business Analysis, Financial Services, Financial Analysis, Finance, Capital Markets, Management
Education
State University of New York at Buffalo - School of Management 2001 — 2003
MBA
Delhi School of Economics 1996 — 1997
Delhi University 1992 — 1995
B.A.(Hons.)
Morgan Stanley January 2013 - Present
Morgan Stanley June 2006 - December 2012
Equinox April 2004 - May 2006
Skills
Financial Modeling, Risk Management, Business Analysis, Financial Services, Financial Analysis, Finance, Capital Markets, Management
Education
State University of New York at Buffalo - School of Management 2001 — 2003
MBA
Delhi School of Economics 1996 — 1997
Delhi University 1992 — 1995
B.A.(Hons.)
Prasoon Nasa's Morgan Stanley Experience August 2015 - Present
Job ETL/Informatica Analyst at Morgan Stanley Capital
Industry Information Technology and Services
Experience
Morgan Stanley August 2015 - Present
Barclays Capital October 2014 - July 2015
MFX Fairfax December 2007 - October 2014
TCS June 2001 - November 2007
Skills
SDLC, Software Project..., Agile Methodologies, Business Analysis, Requirements Analysis, Solution Architecture, Oracle, Informatica, Microsoft SQL Server, Property & Casualty...
Education
Delhi College of Engineering 1998 — 2001
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Delhi College of Engineering 1997 — 2001
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Morgan Stanley August 2015 - Present
Barclays Capital October 2014 - July 2015
MFX Fairfax December 2007 - October 2014
TCS June 2001 - November 2007
Skills
SDLC, Software Project..., Agile Methodologies, Business Analysis, Requirements Analysis, Solution Architecture, Oracle, Informatica, Microsoft SQL Server, Property & Casualty...
Education
Delhi College of Engineering 1998 — 2001
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Delhi College of Engineering 1997 — 2001
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Steve Polgar's Morgan Stanley Experience 2005 - 2006
Job President at Polgari
Industry Financial Services
Experience
Polgari February 2011 - Present
Children's Learning Foundation June 2002 - December 2011
Creative 22 Records December 2006 - October 2007
Morgan Stanley 2005 - 2006
Skills
Retirement Planning, Investments, Wealth Management, Equities, Investment Advisory, Mutual Funds, Securities, Retirement, Strategic Financial..., Asset Allocation, Team Building, Valuation, Diamonds, Diamond Jewelry, Small Business, Selling, Entrepreneurship, Customer Service, Marketing Strategy, Public Speaking, Sales
Education
Delaware Valley College 2001 — 2005
BS, Business Administration and Management, General
Delaware Valley College
Bachelor of Science (BS), Business Administration and Management, General
Polgari February 2011 - Present
Children's Learning Foundation June 2002 - December 2011
Creative 22 Records December 2006 - October 2007
Morgan Stanley 2005 - 2006
Skills
Retirement Planning, Investments, Wealth Management, Equities, Investment Advisory, Mutual Funds, Securities, Retirement, Strategic Financial..., Asset Allocation, Team Building, Valuation, Diamonds, Diamond Jewelry, Small Business, Selling, Entrepreneurship, Customer Service, Marketing Strategy, Public Speaking, Sales
Education
Delaware Valley College 2001 — 2005
BS, Business Administration and Management, General
Delaware Valley College
Bachelor of Science (BS), Business Administration and Management, General
Sanjai Taneja, FRM's Morgan Stanley Experience February 1996 - September 1998
Job Senior Principal, Management Consulting, Financial Services, Infosys Limited
Industry Financial Services
Experience
Infosys Consulting, Inc. 2001 - Present
deutsche bank October 1998 - June 2001
Morgan Stanley February 1996 - September 1998
Standard Chartered Bank October 1992 - January 1996
Skills
Capital Markets, Management Consulting, Financial Services, Business Transformation, Asset Management, IT Strategy, Program Management, Banking, Securities, Hedge Funds, Business Process..., Solution Architecture, Wealth Management, Consulting, Management, Business Process Design, Options, Insurance, Business Analysis, Outsourcing, Asset Managment, Equities, Global Delivery, Business Intelligence, Business Strategy, Integration, Mergers, Offshoring
Education
Association for Financial Professionals
Certified Treasury Professional
Delhi University
Bachelors in Mathematics, Maths, Physics, Economics, I
GARP, USA
Financial Risk Manager, Risk Management
Infosys Consulting, Inc. 2001 - Present
deutsche bank October 1998 - June 2001
Morgan Stanley February 1996 - September 1998
Standard Chartered Bank October 1992 - January 1996
Skills
Capital Markets, Management Consulting, Financial Services, Business Transformation, Asset Management, IT Strategy, Program Management, Banking, Securities, Hedge Funds, Business Process..., Solution Architecture, Wealth Management, Consulting, Management, Business Process Design, Options, Insurance, Business Analysis, Outsourcing, Asset Managment, Equities, Global Delivery, Business Intelligence, Business Strategy, Integration, Mergers, Offshoring
Education
Association for Financial Professionals
Certified Treasury Professional
Delhi University
Bachelors in Mathematics, Maths, Physics, Economics, I
GARP, USA
Financial Risk Manager, Risk Management
Beth (Doperak) MacRae's Morgan Stanley Experience January 2000 - February 2001
Job Management and Program Analyst at GSA
Industry Government Administration
Experience
GSA May 2013 - Present
GSA February 2012 - September 2013
U.S. Department of Education March 2009 - February 2012
Hale House Center September 2008 - March 2009
Peace Corps Ukraine May 2006 - April 2008
TideWell Hospice & Palliative Care December 2004 - February 2006
Hazelwood Initiative, Inc. November 2002 - April 2004
Coastal Behavioral Healthcare, Inc. March 2001 - August 2002
Morgan Stanley January 2000 - February 2001
Skills
Grant Writing, Fundraising, Project Management, Budgets, Focus Groups, Project Coordination, Training, International..., Program Evaluation, Program Development, Policy Analysis, Non-profits, Grants, Youth Development, Community Outreach, Nonprofits, Qualitative Research, International Relations, Volunteer Management, Leadership, Government, Public Policy, Teaching, Proposal Writing, Analysis, Staff Development, Intercultural..., Economic Development, Community Development, Management, NGOs, Capacity Building, Program Management, Report Writing, Research, Federal Government, Sustainability, Editing, Policy, Data Analysis, Public Administration, Facilitation, Organizational..., Human Rights
Education
University of Pittsburgh 2002 — 2004
MID, International Development
Denison University 1996 — 2000
BA, History and International Studies
GSA May 2013 - Present
GSA February 2012 - September 2013
U.S. Department of Education March 2009 - February 2012
Hale House Center September 2008 - March 2009
Peace Corps Ukraine May 2006 - April 2008
TideWell Hospice & Palliative Care December 2004 - February 2006
Hazelwood Initiative, Inc. November 2002 - April 2004
Coastal Behavioral Healthcare, Inc. March 2001 - August 2002
Morgan Stanley January 2000 - February 2001
Skills
Grant Writing, Fundraising, Project Management, Budgets, Focus Groups, Project Coordination, Training, International..., Program Evaluation, Program Development, Policy Analysis, Non-profits, Grants, Youth Development, Community Outreach, Nonprofits, Qualitative Research, International Relations, Volunteer Management, Leadership, Government, Public Policy, Teaching, Proposal Writing, Analysis, Staff Development, Intercultural..., Economic Development, Community Development, Management, NGOs, Capacity Building, Program Management, Report Writing, Research, Federal Government, Sustainability, Editing, Policy, Data Analysis, Public Administration, Facilitation, Organizational..., Human Rights
Education
University of Pittsburgh 2002 — 2004
MID, International Development
Denison University 1996 — 2000
BA, History and International Studies
Perry Palmedo's Morgan Stanley Experience November 2007 - July 2011
Job Ph.D. Candidate, Bioinformatics and Integrative Genomics
Industry Biotechnology
Experience
MIT CSAIL/Harvard-MIT HST September 2014 - Present
Dana-Farber Cancer Institute July 2014 - September 2014
Harvard Medical School May 2014 - July 2014
Broad Institute January 2014 - April 2014
Cascade Investment September 2011 - October 2012
Morgan Stanley November 2007 - July 2011
Princeton University June 2006 - August 2006
Tinicum Capital Partners June 2005 - August 2005
Education
Harvard University 2013 — 2018
Doctor of Philosophy (Ph.D.), Bioinformatics and Integrative Genomics
Princeton University 2003 — 2007
A.B., Physics
Deerfield Academy 2000 — 2003
High School
MIT CSAIL/Harvard-MIT HST September 2014 - Present
Dana-Farber Cancer Institute July 2014 - September 2014
Harvard Medical School May 2014 - July 2014
Broad Institute January 2014 - April 2014
Cascade Investment September 2011 - October 2012
Morgan Stanley November 2007 - July 2011
Princeton University June 2006 - August 2006
Tinicum Capital Partners June 2005 - August 2005
Education
Harvard University 2013 — 2018
Doctor of Philosophy (Ph.D.), Bioinformatics and Integrative Genomics
Princeton University 2003 — 2007
A.B., Physics
Deerfield Academy 2000 — 2003
High School
Ami Dave's Morgan Stanley Experience 2011 - 2014
Job Finance at Yodle (Yodle for Brand Networks)
Industry Financial Services
Experience
Yodle 2015 - Present
Morgan Stanley 2011 - 2014
The Carlyle Group 2007 - 2009
Morgan Stanley 2004 - 2007
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Corporate Finance, Venture Capital, Financial Analysis, Equities, Investments, Hedge Funds, Capital Markets, Emerging Markets, Mergers, LBO, Corporate Development, Strategy, Restructuring, Business Valuation
Education
Harvard Business School 2009 — 2011
Master of Business Administration (M.B.A.)
Smith College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Delhi Public School - R. K. Puram 1996 — 2000
Yodle 2015 - Present
Morgan Stanley 2011 - 2014
The Carlyle Group 2007 - 2009
Morgan Stanley 2004 - 2007
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Corporate Finance, Venture Capital, Financial Analysis, Equities, Investments, Hedge Funds, Capital Markets, Emerging Markets, Mergers, LBO, Corporate Development, Strategy, Restructuring, Business Valuation
Education
Harvard Business School 2009 — 2011
Master of Business Administration (M.B.A.)
Smith College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Delhi Public School - R. K. Puram 1996 — 2000
Siddhartha (Sid) Pandey, CFA, CAIA's Morgan Stanley Experience June 2008 - May 2010
Job MIT & Harvard (MBA & MPA) candidate and Kennedy Fellow, Harvard University
Industry Venture Capital & Private Equity
Experience
McKinsey & Company June 2014 - August 2014
World Bank Group - International Finance Corporation (IFC) June 2011 - June 2013
KPMG Government Advisory June 2010 - May 2011
Morgan Stanley June 2008 - May 2010
Skills
Financial Modeling, Investment Banking, Strategy, Private Equity, Due Diligence, Leadership, Investments, Venture Capital, DCF, Financial Analysis, Business Development, Corporate Finance, Portfolio Management, Equities, Finance, Business Planning, Equity Research, Impact Investing, Development Financing, Emerging Markets, Banking, Equity Valuation, Business Strategy, Valuation, Public Speaking
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2016
Master of Business Administration (MBA)
Harvard University 2013 — 2016
Master of Public Administration (MPA)
Massachusetts Institute of Technology 2013 — 2016
Master of Business Administration (MBA)
University of Delhi 2006 — 2008
Master of Finance & Control (MFC)
Jaypee Institute of Information Technology (JIIT) 2002 — 2006
Bachelor of Technology (B.Tech.)
Modern School 1988 — 2001
All India Senior School Certificate (CBSE)
McKinsey & Company June 2014 - August 2014
World Bank Group - International Finance Corporation (IFC) June 2011 - June 2013
KPMG Government Advisory June 2010 - May 2011
Morgan Stanley June 2008 - May 2010
Skills
Financial Modeling, Investment Banking, Strategy, Private Equity, Due Diligence, Leadership, Investments, Venture Capital, DCF, Financial Analysis, Business Development, Corporate Finance, Portfolio Management, Equities, Finance, Business Planning, Equity Research, Impact Investing, Development Financing, Emerging Markets, Banking, Equity Valuation, Business Strategy, Valuation, Public Speaking
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2016
Master of Business Administration (MBA)
Harvard University 2013 — 2016
Master of Public Administration (MPA)
Massachusetts Institute of Technology 2013 — 2016
Master of Business Administration (MBA)
University of Delhi 2006 — 2008
Master of Finance & Control (MFC)
Jaypee Institute of Information Technology (JIIT) 2002 — 2006
Bachelor of Technology (B.Tech.)
Modern School 1988 — 2001
All India Senior School Certificate (CBSE)
Sameer Malik, FRM, CQF's Morgan Stanley Experience June 2010 - Present
Job VP at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2010 - Present
HSBC June 2008 - May 2010
Morgan Stanley 1997 - 2007
Education
University of South Carolina-Columbia 1991 — 1995
Delhi College of Engineering 1986 — 1990
B.E., Electronics
Netaji Subhas Institute of Technology
Morgan Stanley June 2010 - Present
HSBC June 2008 - May 2010
Morgan Stanley 1997 - 2007
Education
University of South Carolina-Columbia 1991 — 1995
Delhi College of Engineering 1986 — 1990
B.E., Electronics
Netaji Subhas Institute of Technology
Jeff Wade's Morgan Stanley Experience October 2005 - May 2007
Job Chief Compliance Officer
Industry Investment Management
Experience
LS Power February 2011 - Present
Luminus Management, LLC February 2011 - Present
Wiggin and Dana LLP May 2007 - January 2011
Morgan Stanley October 2005 - May 2007
Schulte Roth & Zabel LLP September 2002 - October 2005
Education
SUNY Buffalo Law School 1999 — 2002
JD, Law
Denison University 1993 — 1997
BA, Biology
LS Power February 2011 - Present
Luminus Management, LLC February 2011 - Present
Wiggin and Dana LLP May 2007 - January 2011
Morgan Stanley October 2005 - May 2007
Schulte Roth & Zabel LLP September 2002 - October 2005
Education
SUNY Buffalo Law School 1999 — 2002
JD, Law
Denison University 1993 — 1997
BA, Biology
Chance Moreland's Morgan Stanley Experience August 2013 - Present
Job Associate; Global Capital Markets at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Columbia Business School August 2011 - May 2013
Morgan Stanley June 2012 - August 2012
Seabury Group November 2007 - August 2011
ICF SH&E October 2005 - November 2007
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Mergers, Management Consulting, Competitive Analysis, Aerospace, Business Strategy, Market Analysis, Capital Markets, Leveraged Finance, Mergers & Acquisitions
Education
Stanford University 2003 — 2005
MS, Aeronautics and Astronautics
Washington and Lee University 1999 — 2003
BA & BS, Economics and Engineering
Deerfield Academy 1996 — 1999
Morgan Stanley August 2013 - Present
Columbia Business School August 2011 - May 2013
Morgan Stanley June 2012 - August 2012
Seabury Group November 2007 - August 2011
ICF SH&E October 2005 - November 2007
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Mergers, Management Consulting, Competitive Analysis, Aerospace, Business Strategy, Market Analysis, Capital Markets, Leveraged Finance, Mergers & Acquisitions
Education
Stanford University 2003 — 2005
MS, Aeronautics and Astronautics
Washington and Lee University 1999 — 2003
BA & BS, Economics and Engineering
Deerfield Academy 1996 — 1999
Ligi Philip's Morgan Stanley Experience June 2010 - October 2011
Job Sales Business Analyst at Philips
Industry Financial Services
Experience
Philips April 2014 - Present
Philips December 2012 - April 2014
Gerald Metals November 2011 - April 2012
Morgan Stanley June 2010 - October 2011
Morgan Stanley August 2009 - June 2010
UBS Investment Bank November 2008 - April 2009
Covanta Energy September 2008 - October 2008
Skills
Analysis, Trading, Banking, Finance, Fixed Income, Risk Management, Financial Risk, Commodity, Outlook, Investment Banking, Derivatives, Microsoft Office, Forecasting, Financial Analysis, Capital Markets, Management, Microsoft Excel, Human Resources, Auditing, Financial Modeling, PowerPoint, Hedge Funds, Process Improvement
Education
University of Bridgeport 2006 — 2008
MBA, Finance
Delhi University 2001 — 2004
B.Com, Management
Philips April 2014 - Present
Philips December 2012 - April 2014
Gerald Metals November 2011 - April 2012
Morgan Stanley June 2010 - October 2011
Morgan Stanley August 2009 - June 2010
UBS Investment Bank November 2008 - April 2009
Covanta Energy September 2008 - October 2008
Skills
Analysis, Trading, Banking, Finance, Fixed Income, Risk Management, Financial Risk, Commodity, Outlook, Investment Banking, Derivatives, Microsoft Office, Forecasting, Financial Analysis, Capital Markets, Management, Microsoft Excel, Human Resources, Auditing, Financial Modeling, PowerPoint, Hedge Funds, Process Improvement
Education
University of Bridgeport 2006 — 2008
MBA, Finance
Delhi University 2001 — 2004
B.Com, Management
Charissa Perez's Morgan Stanley Experience July 2012 - Present
Job Finance Associate (SPG Product Controller) at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Financial Industry Regulatory Authority March 2009 - July 2011
Goldman, Sachs & Co July 2007 - February 2009
Delaware State University 2006 - 2007
Computer Aid, Inc. 2006 - 2007
Goldman, Sachs & Co June 2006 - August 2006
PwC June 2005 - August 2005
Skills
Risk Management, Microsoft Excel, PowerPoint, Microsoft Word, Banking, FINRA, Financial Modeling, Finance, Access, Equities, Strategic Financial..., Insurance, Customer Service, Event Planning, Financial Reporting, Public Speaking, Corporate Finance, Financial Markets, Capital Markets, Valuation
Education
Delaware State University 2003 — 2007
Bachelors of Science, Management; Finance and Banking
Morgan Stanley July 2012 - Present
Financial Industry Regulatory Authority March 2009 - July 2011
Goldman, Sachs & Co July 2007 - February 2009
Delaware State University 2006 - 2007
Computer Aid, Inc. 2006 - 2007
Goldman, Sachs & Co June 2006 - August 2006
PwC June 2005 - August 2005
Skills
Risk Management, Microsoft Excel, PowerPoint, Microsoft Word, Banking, FINRA, Financial Modeling, Finance, Access, Equities, Strategic Financial..., Insurance, Customer Service, Event Planning, Financial Reporting, Public Speaking, Corporate Finance, Financial Markets, Capital Markets, Valuation
Education
Delaware State University 2003 — 2007
Bachelors of Science, Management; Finance and Banking
Kevin Bilz's Morgan Stanley Experience December 2007 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2007 - Present
Morgan Stanley June 2000 - Present
UBS February 2001 - March 2001
Skills
Electronic Trading, Trading Systems, Low Latency, Equities, Exchange Connectivity, Market Data, Equity Derivatives, Fixed Income, Derivatives, Trading System, Equity Trading, Investment Banking, Trading, Reference Data, Middle Office
Education
Dekalb Technical College 1997 — 1999
Morgan Stanley December 2007 - Present
Morgan Stanley June 2000 - Present
UBS February 2001 - March 2001
Skills
Electronic Trading, Trading Systems, Low Latency, Equities, Exchange Connectivity, Market Data, Equity Derivatives, Fixed Income, Derivatives, Trading System, Equity Trading, Investment Banking, Trading, Reference Data, Middle Office
Education
Dekalb Technical College 1997 — 1999
David Sassi's Morgan Stanley Experience 2000 - 2001
Job Market Distribution Associate Allstate Insurance
Industry Insurance
Experience
Allstate Insurance July 2007 - Present
Morgan Stanley 2000 - 2001
H&R Block Financial Advisors 1993 - 2000
Education
DePaul University
Allstate Insurance July 2007 - Present
Morgan Stanley 2000 - 2001
H&R Block Financial Advisors 1993 - 2000
Education
DePaul University
Shiv Chadha's Morgan Stanley Experience June 2010 - March 2013
Job at HSBC
Industry Capital Markets
Experience
HSBC Securities April 2013 - Present
Morgan Stanley June 2010 - March 2013
Oppenheimer & Co. February 2009 - May 2010
JPMorgan Chase & Co. June 2008 - January 2009
Bear, Stearns & Co. Inc. August 2006 - May 2008
Bear, Stearns & Co. Inc. September 2005 - July 2006
Skills
Equity Derivatives, Hedge Funds, Equities, Bloomberg, Emerging Markets, Structured Finance
Education
Denison University 2001 — 2005
BA, Economics, Cinema
HSBC Securities April 2013 - Present
Morgan Stanley June 2010 - March 2013
Oppenheimer & Co. February 2009 - May 2010
JPMorgan Chase & Co. June 2008 - January 2009
Bear, Stearns & Co. Inc. August 2006 - May 2008
Bear, Stearns & Co. Inc. September 2005 - July 2006
Skills
Equity Derivatives, Hedge Funds, Equities, Bloomberg, Emerging Markets, Structured Finance
Education
Denison University 2001 — 2005
BA, Economics, Cinema
Laura Gohs's Morgan Stanley Experience May 2006 - September 2006
Job Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Financial Services 2007 - Present
Morgan Stanley May 2006 - September 2006
Education
Denison University 2003 — 2007
UBS Financial Services 2007 - Present
Morgan Stanley May 2006 - September 2006
Education
Denison University 2003 — 2007
Rakesh Verma's Morgan Stanley Experience April 2014 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
TransUnion 2009 - 2013
HSBC 2006 - 2009
HSBC Credit Card Services 1998 - 2006
Greaves Travel, Chicago, IL August 1994 - June 1996
Dabur India June 1991 - July 1994
Kelvinator India June 1988 - May 1991
Skills
Finance, Financial Services, Credit Risk, Banking, Risk Management, Portfolio Management, Credit, Financial Modeling, Financial Analysis, Credit Cards, Financial Risk, Strategic Financial..., Relationship Management, Corporate Finance, Analytics, Mergers & Acquisitions, Retail Banking, Strategy, Forecasting, Treasury Management, Accounting, Analysis, Due Diligence, Management, Budgets, Financial Planning
Education
American Institute of Certified Public Accountants 1995 — 1995
CPA, Accounting
Huron University 1992 — 1993
MBA, Finance
Institute of Chartered Accountants, India 1984 — 1987
CA, Accounting and Finance
Delhi University 1981 — 1984
Bachelor of Commerce (B.Com.), Accounting
Delhi Kannada School
Morgan Stanley April 2014 - Present
TransUnion 2009 - 2013
HSBC 2006 - 2009
HSBC Credit Card Services 1998 - 2006
Greaves Travel, Chicago, IL August 1994 - June 1996
Dabur India June 1991 - July 1994
Kelvinator India June 1988 - May 1991
Skills
Finance, Financial Services, Credit Risk, Banking, Risk Management, Portfolio Management, Credit, Financial Modeling, Financial Analysis, Credit Cards, Financial Risk, Strategic Financial..., Relationship Management, Corporate Finance, Analytics, Mergers & Acquisitions, Retail Banking, Strategy, Forecasting, Treasury Management, Accounting, Analysis, Due Diligence, Management, Budgets, Financial Planning
Education
American Institute of Certified Public Accountants 1995 — 1995
CPA, Accounting
Huron University 1992 — 1993
MBA, Finance
Institute of Chartered Accountants, India 1984 — 1987
CA, Accounting and Finance
Delhi University 1981 — 1984
Bachelor of Commerce (B.Com.), Accounting
Delhi Kannada School
Mamta (Kaushik) Ramakrishnan's Morgan Stanley Experience August 2015 - Present
Job IT Sourcing Manager at Morgan Stanley (consultant)
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
RBC October 2014 - May 2015
RBC February 2011 - October 2014
Towers Watson June 2010 - January 2011
Towers Watson November 2008 - March 2010
Volt June 2008 - October 2008
BT India Pvt Ltd July 2007 - January 2008
Wipro Consulting July 2006 - July 2007
Ariba November 2004 - June 2006
Dainik Jagran 2004 - 2004
Skills
eSourcing, Vendor Management, Strategic Sourcing, Procurement, Ariba, Supply Chain Management, Outsourcing, Negotiation, Supply Chain, Global Sourcing, Business Process, Six Sigma, Sourcing, Telecommunications, Market Research, Analysis, Team Building, Supply Management, Business Transformation
Education
Institute of Management Studies 2002 — 2004
MBA, Finance & Marketing
Delhi University 1999 — 2002
Bachelor of Science (B.Sc.), Zoology/Animal Biology
Morgan Stanley August 2015 - Present
RBC October 2014 - May 2015
RBC February 2011 - October 2014
Towers Watson June 2010 - January 2011
Towers Watson November 2008 - March 2010
Volt June 2008 - October 2008
BT India Pvt Ltd July 2007 - January 2008
Wipro Consulting July 2006 - July 2007
Ariba November 2004 - June 2006
Dainik Jagran 2004 - 2004
Skills
eSourcing, Vendor Management, Strategic Sourcing, Procurement, Ariba, Supply Chain Management, Outsourcing, Negotiation, Supply Chain, Global Sourcing, Business Process, Six Sigma, Sourcing, Telecommunications, Market Research, Analysis, Team Building, Supply Management, Business Transformation
Education
Institute of Management Studies 2002 — 2004
MBA, Finance & Marketing
Delhi University 1999 — 2002
Bachelor of Science (B.Sc.), Zoology/Animal Biology
Stephen W. Enoch's Morgan Stanley Experience 2009 - 2014
Job Financial Services Executive
Industry Financial Services
Experience
Morgan Stanley 2009 - 2014
Citi 2006 - 2009
Legg Mason 1996 - 2006
Skills
Mutual Funds, Securities, Series 7, Financial Services, Risk Management, Equities, Investments, Wealth Management, Insurance, Business Analysis, Vendor Management, Asset Management, Management, Program Management, Back Office, Customer Service, Portfolio Management, Operations Management, Capital Markets, Brokerage, Metrics, Variable Annuities, Unit Investment Trusts, Margin, Business Process..., Series 27, Series 66, Finance, Fixed Income, Process Improvement, Leadership, Trading, Licensed to Sell..., Securities License
Education
Denison University
Bachelor of Arts (B.A.), Economics; History
The Boys' Latin School of Maryland
Morgan Stanley 2009 - 2014
Citi 2006 - 2009
Legg Mason 1996 - 2006
Skills
Mutual Funds, Securities, Series 7, Financial Services, Risk Management, Equities, Investments, Wealth Management, Insurance, Business Analysis, Vendor Management, Asset Management, Management, Program Management, Back Office, Customer Service, Portfolio Management, Operations Management, Capital Markets, Brokerage, Metrics, Variable Annuities, Unit Investment Trusts, Margin, Business Process..., Series 27, Series 66, Finance, Fixed Income, Process Improvement, Leadership, Trading, Licensed to Sell..., Securities License
Education
Denison University
Bachelor of Arts (B.A.), Economics; History
The Boys' Latin School of Maryland
fred stuart's Morgan Stanley Experience 1984 - 1989
Job director at Keybanc Capital Markets
Industry Financial Services
Experience
Keybanc Capital Markets February 2011 - Present
KeyBanc Capital Markets February 2005 - February 2011
Bank of America 1996 - 2003
Banc of America Securities 1996 - 2002
Morgan Stanley 1984 - 1989
Education
Denison University 1972 — 1976
ba, economics
Mcdonogh School
Keybanc Capital Markets February 2011 - Present
KeyBanc Capital Markets February 2005 - February 2011
Bank of America 1996 - 2003
Banc of America Securities 1996 - 2002
Morgan Stanley 1984 - 1989
Education
Denison University 1972 — 1976
ba, economics
Mcdonogh School
Ishaan Chugh's Morgan Stanley Experience June 2011 - August 2011
Job Mission Caretaker at EagerPanda
Industry Computer Software
Experience
EagerPanda March 2013 - Present
Goldman Sachs June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
SereneWoods March 2009 - May 2011
Skills
Java, C++, HTML, Python, Computer Science, Product Design, User Interface Design, Comedy, Script-writing, Trading, Options, Game Theory, Online Poker
Education
Massachusetts Institute of Technology 2008 — 2012
Bachelor of Science (BS), Computer Science
Delhi Public School - R. K. Puram 2001 — 2008
EagerPanda March 2013 - Present
Goldman Sachs June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
SereneWoods March 2009 - May 2011
Skills
Java, C++, HTML, Python, Computer Science, Product Design, User Interface Design, Comedy, Script-writing, Trading, Options, Game Theory, Online Poker
Education
Massachusetts Institute of Technology 2008 — 2012
Bachelor of Science (BS), Computer Science
Delhi Public School - R. K. Puram 2001 — 2008
Sergio Ceja's Morgan Stanley Experience May 2011 - January 2013
Job Financial Advisor at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
US Bancorp Investments, Inc. September 2013 - Present
BKD CPAs & Advisors January 2013 - September 2013
Morgan Stanley May 2011 - January 2013
Skills
Estate Planning, Investments, Personal Financial..., Portfolio Management
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 2007 — 2010
Juris Doctorate, Law
Denison University 2003 — 2007
B.A., Economics
US Bancorp Investments, Inc. September 2013 - Present
BKD CPAs & Advisors January 2013 - September 2013
Morgan Stanley May 2011 - January 2013
Skills
Estate Planning, Investments, Personal Financial..., Portfolio Management
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 2007 — 2010
Juris Doctorate, Law
Denison University 2003 — 2007
B.A., Economics
Liz Gearon's Morgan Stanley Experience 2002 - 2010
Job Financial Accounting / Bookkeeping
Industry Financial Services
Experience
Ship Shape Financial, LLC January 2010 - Present
Morgan Stanley 2002 - 2010
Prudential Financial 1998 - 2002
Hyatt Hotels Corporation 1989 - 1999
Skills
Financial Accounting, Financial Analysis, Financial Services, Financial Statements, Full-Charge Bookkeeping, Budgeting, Cash Flow Management, Cash Flow Analysis, Customer Satisfaction, Organization Skills, Customer Service, Social Media, Public Speaking, Strategic Financial..., Leadership, Marketing Strategy, New Business Development, Project Management, Research, Strategic Planning, Program Management, Photoshop, Management, Investments, Finance, Accounting, Asset Managment, Selling, Account Management, Financial Reporting, Marketing, Budgets, Microsoft Office, Small Business
Education
Denison University 1985 — 1989
BA
Ship Shape Financial, LLC January 2010 - Present
Morgan Stanley 2002 - 2010
Prudential Financial 1998 - 2002
Hyatt Hotels Corporation 1989 - 1999
Skills
Financial Accounting, Financial Analysis, Financial Services, Financial Statements, Full-Charge Bookkeeping, Budgeting, Cash Flow Management, Cash Flow Analysis, Customer Satisfaction, Organization Skills, Customer Service, Social Media, Public Speaking, Strategic Financial..., Leadership, Marketing Strategy, New Business Development, Project Management, Research, Strategic Planning, Program Management, Photoshop, Management, Investments, Finance, Accounting, Asset Managment, Selling, Account Management, Financial Reporting, Marketing, Budgets, Microsoft Office, Small Business
Education
Denison University 1985 — 1989
BA
Timothy Lyons's Morgan Stanley Experience 2010 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2010 - Present
Capital One 2009 - 2010
Barclays Capital 2009 - 2009
Lehman Brothers 2006 - 2008
McKinsey & Company 1996 - 1999
Education
Harvard Business School 1994 — 1996
MBA
University of Oxford 1990 — 1992
MSc, Industrial Relations, Rhodes Scholar
Princeton University 1986 — 1990
AB, Economics and Public Policy
Deerfield Academy 1985 — 1986
Morgan Stanley 2010 - Present
Capital One 2009 - 2010
Barclays Capital 2009 - 2009
Lehman Brothers 2006 - 2008
McKinsey & Company 1996 - 1999
Education
Harvard Business School 1994 — 1996
MBA
University of Oxford 1990 — 1992
MSc, Industrial Relations, Rhodes Scholar
Princeton University 1986 — 1990
AB, Economics and Public Policy
Deerfield Academy 1985 — 1986
Ann Parry's Morgan Stanley Experience June 2009 - April 2012
Job Director, Compliance Training at Citigroup
Industry Financial Services
Experience
Citigroup April 2012 - Present
Morgan Stanley June 2009 - April 2012
Global Wealth Management February 2004 - May 2009
Citigroup September 1991 - February 2004
Gaston & Snow October 1986 - August 1991
Gaston & Snow May 1985 - August 1985
Gaston & Snow October 1982 - May 1985
Education
New York Law School 1982 — 1986
JD, cum laude
Denison University
BA, Art History
Greenwich Academy
Citigroup April 2012 - Present
Morgan Stanley June 2009 - April 2012
Global Wealth Management February 2004 - May 2009
Citigroup September 1991 - February 2004
Gaston & Snow October 1986 - August 1991
Gaston & Snow May 1985 - August 1985
Gaston & Snow October 1982 - May 1985
Education
New York Law School 1982 — 1986
JD, cum laude
Denison University
BA, Art History
Greenwich Academy
Merritt Schoff's Morgan Stanley Experience February 2013 - Present
Job Works at at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
AFLAC September 2011 - February 2013
Belman Klein Associates, Ltd. 2009 - 2010
Genworth Financial January 2008 - February 2009
Nationwide Financial 2004 - 2008
Allstate Financial May 2001 - September 2004
Skills
Sales, Fixed Annuities, Marketing, Financial Advisory, Life Insurance, Variable Annuities, Mutual Funds, Series 7, Retirement Planning, Retirement, 401k, Series 66, Series 31, Long Term Care Insurance, Sales Operations, Management, Insurance
Education
Denison University 1984 — 1988
BA, English Literature
Deerfield Academy 1981 — 1984
High School, General Studies
Morgan Stanley February 2013 - Present
AFLAC September 2011 - February 2013
Belman Klein Associates, Ltd. 2009 - 2010
Genworth Financial January 2008 - February 2009
Nationwide Financial 2004 - 2008
Allstate Financial May 2001 - September 2004
Skills
Sales, Fixed Annuities, Marketing, Financial Advisory, Life Insurance, Variable Annuities, Mutual Funds, Series 7, Retirement Planning, Retirement, 401k, Series 66, Series 31, Long Term Care Insurance, Sales Operations, Management, Insurance
Education
Denison University 1984 — 1988
BA, English Literature
Deerfield Academy 1981 — 1984
High School, General Studies
Sameer Saxena's Morgan Stanley Experience September 2005 - April 2007
Job at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase September 2013 - Present
Headstrong September 2005 - September 2013
Merrill Lynch January 2008 - March 2010
Morgan Stanley Investment Management May 2007 - November 2007
Morgan Stanley September 2005 - April 2007
Oracle August 2003 - September 2005
Techspan January 2002 - August 2003
Education
Delhi University
Masters in Computers, Computer Science
JP Morgan Chase September 2013 - Present
Headstrong September 2005 - September 2013
Merrill Lynch January 2008 - March 2010
Morgan Stanley Investment Management May 2007 - November 2007
Morgan Stanley September 2005 - April 2007
Oracle August 2003 - September 2005
Techspan January 2002 - August 2003
Education
Delhi University
Masters in Computers, Computer Science
James Alan Ray, CDCDP's Morgan Stanley Experience March 2001 - September 2001
Job Certified Data Center Designer/Planner at Wells Fargo Bank
Industry Information Technology and Services
Experience
Wells Fargo Bank February 2010 - Present
Wachovia October 2007 - February 2010
Infocrossing 2000 - 2004
Morgan Stanley March 2001 - September 2001
Federated Systems Group 1990 - 2000
Skills
Data Center Design,..., Facilities Management, Vendor Management, Disaster Recovery, Business Continuity, Security, Project Management, Integration, Process Improvement, Infrastructure, Cloud Computing, Enterprise Architecture, SDLC
Education
DeVry 1985 — 1986
Associate of Arts and Sciences (AAS), Electronincs
Dekalb Community College 1981 — 1982
EMT, Emergency Medical Technology/Technician (EMT Paramedic)
Wells Fargo Bank February 2010 - Present
Wachovia October 2007 - February 2010
Infocrossing 2000 - 2004
Morgan Stanley March 2001 - September 2001
Federated Systems Group 1990 - 2000
Skills
Data Center Design,..., Facilities Management, Vendor Management, Disaster Recovery, Business Continuity, Security, Project Management, Integration, Process Improvement, Infrastructure, Cloud Computing, Enterprise Architecture, SDLC
Education
DeVry 1985 — 1986
Associate of Arts and Sciences (AAS), Electronincs
Dekalb Community College 1981 — 1982
EMT, Emergency Medical Technology/Technician (EMT Paramedic)
Pranjal Kumar's Morgan Stanley Experience March 2013 - Present
Job Institutional Equity Division at Morgan Stanley, New York
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
Courant Institute of Mathematical Sciences, New York University August 2011 - December 2012
Capula May 2012 - August 2012
Indian Institute of Technology, Guwahati August 2007 - May 2011
Imperial College London May 2010 - July 2010
Rabo Equity Advisors May 2009 - July 2009
Skills
Matlab, VBA, Mathematics, C++, Java, Quantitative Finance, Financial Modeling, Financial Markets, Stochastic Calculus, Econometrics, Portfolio Management, Derivatives, Options, Risk Management, Algorithms, Equity Research, Equities, Numerical Analysis, Monte Carlo Simulation, LaTeX, Mathematical Modeling, Financial Risk, FX Options
Education
New York University, Courant Institute of Mathematical Sciences 2011 — 2013
MS, Mathematics in Finance, 3.89 / 4.0
Indian Institute of Technology, Guwahati 2007 — 2011
B.Tech, Mathematics and Computing, 8.75 / 10.0
Delhi Public School - R. K. Puram 2001 — 2007
Morgan Stanley March 2013 - Present
Courant Institute of Mathematical Sciences, New York University August 2011 - December 2012
Capula May 2012 - August 2012
Indian Institute of Technology, Guwahati August 2007 - May 2011
Imperial College London May 2010 - July 2010
Rabo Equity Advisors May 2009 - July 2009
Skills
Matlab, VBA, Mathematics, C++, Java, Quantitative Finance, Financial Modeling, Financial Markets, Stochastic Calculus, Econometrics, Portfolio Management, Derivatives, Options, Risk Management, Algorithms, Equity Research, Equities, Numerical Analysis, Monte Carlo Simulation, LaTeX, Mathematical Modeling, Financial Risk, FX Options
Education
New York University, Courant Institute of Mathematical Sciences 2011 — 2013
MS, Mathematics in Finance, 3.89 / 4.0
Indian Institute of Technology, Guwahati 2007 — 2011
B.Tech, Mathematics and Computing, 8.75 / 10.0
Delhi Public School - R. K. Puram 2001 — 2007
Scott Curtis's Morgan Stanley Experience July 1987 - April 1990
Job President, Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services January 2012 - Present
Raymond James & Associates August 2005 - December 2011
Raymond James Financial February 2003 - August 2005
GE Financial Assurance January 2001 - January 2003
GE Financial Assurance September 1999 - December 2000
GE Financial/Life of Virginia August 1997 - September 1999
Morgan Stanley July 1987 - April 1990
Skills
Insurance, Mutual Funds, Leadership, Management, Fixed Annuities, Sales, Banking, Financial Services, Life Insurance, Fixed Income
Education
University of Michigan 1986 — 1988
MBA
Denison University 1980 — 1984
BA, Economics and English
Raymond James Financial Services January 2012 - Present
Raymond James & Associates August 2005 - December 2011
Raymond James Financial February 2003 - August 2005
GE Financial Assurance January 2001 - January 2003
GE Financial Assurance September 1999 - December 2000
GE Financial/Life of Virginia August 1997 - September 1999
Morgan Stanley July 1987 - April 1990
Skills
Insurance, Mutual Funds, Leadership, Management, Fixed Annuities, Sales, Banking, Financial Services, Life Insurance, Fixed Income
Education
University of Michigan 1986 — 1988
MBA
Denison University 1980 — 1984
BA, Economics and English
Adam Heine's Morgan Stanley Experience April 1997 - March 2008
Job CEO and President at Camden Securities Company
Industry Investment Management
Experience
Great Hill Investments LLC CEO and PresidentCamden Securities CompanyFebruary 2009 - Present
Credit Suisse March 2008 - February 2009
Morgan Stanley April 1997 - March 2008
Needham & Company September 1996 - April 1997
Skills
Equity Trading, Hedge Funds, Bloomberg, Fixed Income, Equities, Investment Banking, Bonds, Capital Markets, Management, Trading, Alternative Investments, Series 7, Portfolio Management, Investments, Asset Management
Education
Denison University 1991 — 1995
BA, Communications
Great Hill Investments LLC CEO and PresidentCamden Securities CompanyFebruary 2009 - Present
Credit Suisse March 2008 - February 2009
Morgan Stanley April 1997 - March 2008
Needham & Company September 1996 - April 1997
Skills
Equity Trading, Hedge Funds, Bloomberg, Fixed Income, Equities, Investment Banking, Bonds, Capital Markets, Management, Trading, Alternative Investments, Series 7, Portfolio Management, Investments, Asset Management
Education
Denison University 1991 — 1995
BA, Communications
Frank Bennick's Morgan Stanley Experience May 2006 - Present
Job Quality Assurance Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2006 - Present
Washington Mutual March 2002 - May 2006
Lucent Technologies/AT&T Bell Laboratories November 1982 - December 2001
Education
DePaul University 1983 — 1988
Master, Computer Science
DeVry Institute of Technology 1979 — 1982
Bachelor, Electronic Engineering Technology
Morgan Stanley May 2006 - Present
Washington Mutual March 2002 - May 2006
Lucent Technologies/AT&T Bell Laboratories November 1982 - December 2001
Education
DePaul University 1983 — 1988
Master, Computer Science
DeVry Institute of Technology 1979 — 1982
Bachelor, Electronic Engineering Technology
Mark Baranovic's Morgan Stanley Experience April 1982 - January 1990
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase 2010 - Present
DKR Capital May 2002 - October 2008
Wright Investors' Service September 1996 - August 2001
The Chase Manhattan Bank January 1990 - September 1996
Morgan Stanley April 1982 - January 1990
Education
Harvard University 1979 — 1981
MTS, Old Testament; Modern Theology
Denison University 1975 — 1979
BS, Mathematics, History, Religion, Philosophy
JPMorgan Chase 2010 - Present
DKR Capital May 2002 - October 2008
Wright Investors' Service September 1996 - August 2001
The Chase Manhattan Bank January 1990 - September 1996
Morgan Stanley April 1982 - January 1990
Education
Harvard University 1979 — 1981
MTS, Old Testament; Modern Theology
Denison University 1975 — 1979
BS, Mathematics, History, Religion, Philosophy
Latasha McCrimmon's Morgan Stanley Experience February 2006 - September 2006
Job HR Representative at Cytec
Industry Chemicals
Experience
Synerac July 2011 - May 2013
Cytec March 2008 - June 2011
Visa November 2006 - November 2007
Morgan Stanley February 2006 - September 2006
Skills
Employee Relations, Human Resources, Deferred Compensation, Recruiting, Personnel Management, Benefits Administration, Training, Coaching, Policy, Onboarding, Talent Acquisition, Talent Management, Employee Benefits, Interviews, Leadership, HR Policies, Workforce Planning, FMLA, Management, Applicant Tracking..., Employee Engagement, Employment Law, Hiring, Sourcing, PeopleSoft, HRIS, Labor Relations, New Hire Orientations, Taleo, Compensation, Employee Training, Internet Recruiting, Payroll, Conflict Resolution, Permanent Placement, ADP Payroll, Contract Recruitment, Staffing Services, College Recruiting
Education
Wilmington College 2002 — 2004
Masters, Human Resources Management
Delaware State University 1997 — 2001
Bachelor, Marketing
Synerac July 2011 - May 2013
Cytec March 2008 - June 2011
Visa November 2006 - November 2007
Morgan Stanley February 2006 - September 2006
Skills
Employee Relations, Human Resources, Deferred Compensation, Recruiting, Personnel Management, Benefits Administration, Training, Coaching, Policy, Onboarding, Talent Acquisition, Talent Management, Employee Benefits, Interviews, Leadership, HR Policies, Workforce Planning, FMLA, Management, Applicant Tracking..., Employee Engagement, Employment Law, Hiring, Sourcing, PeopleSoft, HRIS, Labor Relations, New Hire Orientations, Taleo, Compensation, Employee Training, Internet Recruiting, Payroll, Conflict Resolution, Permanent Placement, ADP Payroll, Contract Recruitment, Staffing Services, College Recruiting
Education
Wilmington College 2002 — 2004
Masters, Human Resources Management
Delaware State University 1997 — 2001
Bachelor, Marketing
Andre Packer's Morgan Stanley Experience May 2011 - April 2012
Job Rates Middle Office Analyst, Barclays
Industry Financial Services
Experience
Barclays March 2015 - Present
Barclays Investment Bank May 2013 - January 2015
Morgan Stanley May 2011 - April 2012
Merrill Lynch January 2008 - January 2009
Citigroup March 2007 - December 2007
HSBC Securities June 2006 - March 2007
SunTrust Robinson Humphrey January 2005 - June 2006
JP Morgan Chase August 2001 - December 2004
Skills
Derivatives, Interest Rate..., CDS, Hedge Funds, Swaps, Fixed Income, Back Office, Middle Office
Education
Dekalb Technical College
Barclays March 2015 - Present
Barclays Investment Bank May 2013 - January 2015
Morgan Stanley May 2011 - April 2012
Merrill Lynch January 2008 - January 2009
Citigroup March 2007 - December 2007
HSBC Securities June 2006 - March 2007
SunTrust Robinson Humphrey January 2005 - June 2006
JP Morgan Chase August 2001 - December 2004
Skills
Derivatives, Interest Rate..., CDS, Hedge Funds, Swaps, Fixed Income, Back Office, Middle Office
Education
Dekalb Technical College
Sean Meister's Morgan Stanley Experience June 2004 - February 2005
Job Branch Manager at Firstrust Bank
Industry Banking
Experience
Firstrust Bank January 2014 - Present
Firstrust Bank June 2013 - Present
Firstrust Bank June 2009 - Present
Firstrust Bank February 2008 - June 2009
G Verizon Wireless January 2006 - February 2008
Community Lending August 2005 - January 2006
United Marketing Solutions of Independence June 2005 - August 2005
Morgan Stanley June 2004 - February 2005
Skills
Credit, Loans, Mutual Funds
Education
Delaware Valley University 2001 — 2005
Business, Business
Delaware Valley University
B.S, Business Administration
Firstrust Bank January 2014 - Present
Firstrust Bank June 2013 - Present
Firstrust Bank June 2009 - Present
Firstrust Bank February 2008 - June 2009
G Verizon Wireless January 2006 - February 2008
Community Lending August 2005 - January 2006
United Marketing Solutions of Independence June 2005 - August 2005
Morgan Stanley June 2004 - February 2005
Skills
Credit, Loans, Mutual Funds
Education
Delaware Valley University 2001 — 2005
Business, Business
Delaware Valley University
B.S, Business Administration
Narissa Dalla's Morgan Stanley Experience May 2010 - August 2010
Job Associate at Atlas Peak Capital
Industry Venture Capital & Private Equity
Experience
Atlas Peak Capital October 2014 - Present
Deutsche Bank February 2014 - October 2014
Deutsche Bank July 2011 - February 2014
Morgan Stanley May 2010 - August 2010
MTV Networks May 2009 - August 2009
Octagon Worldwide Inc December 2008 - January 2009
Skills
Bloomberg, Financial Analysis, Investment Banking, Financial Modeling, Microsoft Excel, Microsoft Office, Valuation, PowerPoint, Research, Social Media, Corporate Finance, Investments, Data Analysis, Capital Markets
Education
The College of William and Mary - The Mason School of Business 2007 — 2011
BBA, Marketing with a Concentration in Finance
Deerfield Academy 2004 — 2007
Diploma
The Potomac School 1994 — 2004
Atlas Peak Capital October 2014 - Present
Deutsche Bank February 2014 - October 2014
Deutsche Bank July 2011 - February 2014
Morgan Stanley May 2010 - August 2010
MTV Networks May 2009 - August 2009
Octagon Worldwide Inc December 2008 - January 2009
Skills
Bloomberg, Financial Analysis, Investment Banking, Financial Modeling, Microsoft Excel, Microsoft Office, Valuation, PowerPoint, Research, Social Media, Corporate Finance, Investments, Data Analysis, Capital Markets
Education
The College of William and Mary - The Mason School of Business 2007 — 2011
BBA, Marketing with a Concentration in Finance
Deerfield Academy 2004 — 2007
Diploma
The Potomac School 1994 — 2004
Mohammed Musah's Morgan Stanley Experience January 2008 - November 2011
Job Assistant Vice President at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. November 2011 - Present
Morgan Stanley January 2008 - November 2011
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Capital Markets, Financial Analysis, Corporate Finance, Valuation
Education
Delaware State University 2005 — 2007
Bachelor of Science (BS), Accounting
Mizuho Securities USA Inc. November 2011 - Present
Morgan Stanley January 2008 - November 2011
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Capital Markets, Financial Analysis, Corporate Finance, Valuation
Education
Delaware State University 2005 — 2007
Bachelor of Science (BS), Accounting
Padmini Patnaik's Morgan Stanley Experience June 2011 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
Morgan Stanley February 2008 - June 2011
Education
Stony Brook University 2006 — 2007
MS, Computer Science
University of Mumbai 2001 — 2005
BTech, Computer Science
Delhi Public School - R. K. Puram
12th Grade
Morgan Stanley June 2011 - Present
Morgan Stanley February 2008 - June 2011
Education
Stony Brook University 2006 — 2007
MS, Computer Science
University of Mumbai 2001 — 2005
BTech, Computer Science
Delhi Public School - R. K. Puram
12th Grade
Fred Macaraeg's Morgan Stanley Experience June 1999 - April 2002
Job Specialized Asset Services Analyst at Wells Fargo
Industry Financial Services
Experience
Ameriprise Financial November 2002 - August 2009
Morgan Stanley June 1999 - April 2002
Skills
Investments, Financial Modeling, Equity Research, Fixed Income Analysis, Precious Metals, Equity Research Analysis, Leadership, Finance, Financial Services, Management, Strategic Financial..., Decision Trees, Marketing
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
Master of Business Administration, Corporate Finance and Marketing
Denison University 1995 — 1999
Bachelor of Arts, Double; Economics and Communication
Ameriprise Financial November 2002 - August 2009
Morgan Stanley June 1999 - April 2002
Skills
Investments, Financial Modeling, Equity Research, Fixed Income Analysis, Precious Metals, Equity Research Analysis, Leadership, Finance, Financial Services, Management, Strategic Financial..., Decision Trees, Marketing
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
Master of Business Administration, Corporate Finance and Marketing
Denison University 1995 — 1999
Bachelor of Arts, Double; Economics and Communication
Darnell Payne's Morgan Stanley Experience June 2015 - Present
Job Capital Markets Client Onboarding Analyst Wealth Management Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Clements Worldwide April 2011 - June 2015
ETrade Financial February 2006 - December 2010
ETrade Financial February 2003 - January 2006
Telebank / ETrade Financial January 2000 - January 2003
Skills
Strategic Planning, Banking, Customer Service, Financial Services, Risk Management, Process Improvement, Call Centers, Sales, Human Resources, Management, Credit, Leadership
Education
Delaware State University 1991 — 1996
BA, Business Administration
Morgan Stanley June 2015 - Present
Clements Worldwide April 2011 - June 2015
ETrade Financial February 2006 - December 2010
ETrade Financial February 2003 - January 2006
Telebank / ETrade Financial January 2000 - January 2003
Skills
Strategic Planning, Banking, Customer Service, Financial Services, Risk Management, Process Improvement, Call Centers, Sales, Human Resources, Management, Credit, Leadership
Education
Delaware State University 1991 — 1996
BA, Business Administration
Apoorv Agarwal's Morgan Stanley Experience July 2008 - August 2008
Job Doctoral Student at Columbia University
Industry Computer Software
Experience
Columbia University in the City of New York July 2014 - September 2014
IBM Research January 2012 - August 2012
IBM Research 2011 - 2011
Columbia University 2007 - 2011
Columbia University 2007 - 2011
Morgan Stanley July 2008 - August 2008
Conexant Systems August 2006 - August 2007
Computer Science Corporation June 2005 - July 2005
Skills
Machine Learning, Natural Language..., Algorithms, Perl, Computer Science, C, Data Structures, C++, Java, Software Engineering, Python, Linux, Data Mining, Programming, Information Retrieval, Hadoop, Shell Scripting, Unix, Software Design, Software Development, JavaScript, Artificial Intelligence, Java Enterprise Edition, Eclipse, Distributed Systems
Education
Columbia University, New York City 2009 — 2014
Doctor of Philosophy, Computer Science
Columbia University, New York City 2007 — 2008
Master of Science, Computer Science
Delhi University 2002 — 2006
Bachelor of Technology, Computer Science
Sardar Patel Vidyalaya
Columbia University in the City of New York July 2014 - September 2014
IBM Research January 2012 - August 2012
IBM Research 2011 - 2011
Columbia University 2007 - 2011
Columbia University 2007 - 2011
Morgan Stanley July 2008 - August 2008
Conexant Systems August 2006 - August 2007
Computer Science Corporation June 2005 - July 2005
Skills
Machine Learning, Natural Language..., Algorithms, Perl, Computer Science, C, Data Structures, C++, Java, Software Engineering, Python, Linux, Data Mining, Programming, Information Retrieval, Hadoop, Shell Scripting, Unix, Software Design, Software Development, JavaScript, Artificial Intelligence, Java Enterprise Edition, Eclipse, Distributed Systems
Education
Columbia University, New York City 2009 — 2014
Doctor of Philosophy, Computer Science
Columbia University, New York City 2007 — 2008
Master of Science, Computer Science
Delhi University 2002 — 2006
Bachelor of Technology, Computer Science
Sardar Patel Vidyalaya
Carmella A. Richards's Morgan Stanley Experience 1998 - 2000
Job NYC Arts Funding The Rockefeller Foundation
Industry Nonprofit Organization Management
Experience
The Rockefeller Foundation June 2011 - Present
The Rockefeller Foundation 2011 - 2014
Carnegie Corporation of New York November 2000 - November 2010
Morgan Stanley 1998 - 2000
The Metropolitan Museum of Art 1997 - 1998
Skills
Philanthropy, Research, Event Planning, Proposal Writing, Community Outreach, Nonprofits, Grants, Management, Grant Writing, Fundraising, Calendaring
Education
DePaul University
MA, English
Santa Clara University
BA, English
The Rockefeller Foundation June 2011 - Present
The Rockefeller Foundation 2011 - 2014
Carnegie Corporation of New York November 2000 - November 2010
Morgan Stanley 1998 - 2000
The Metropolitan Museum of Art 1997 - 1998
Skills
Philanthropy, Research, Event Planning, Proposal Writing, Community Outreach, Nonprofits, Grants, Management, Grant Writing, Fundraising, Calendaring
Education
DePaul University
MA, English
Santa Clara University
BA, English
Bryant Seaman's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Triangle Peak Partners January 2014 - April 2014
Wells Fargo June 2013 - August 2013
Twin Coast Entertainment November 2011 - October 2012
LiveIntent, Inc. June 2012 - September 2012
LiveIntent, Inc. August 2011 - September 2011
Skills
Physics, Digital Marketing, Online Advertising, Start-ups, Spanish, Web Analytics, Microsoft Excel, PowerPoint, Capital IQ, ThomsonOne, Bloomberg Terminal, Public Speaking, Microsoft Office, Data Analysis, Social Media, Finance, Research
Education
Stanford University 2011 — 2015
Bachelor of Science (BSc), Engineering of Management Science; Minor in Economics, Senior
Deerfield Academy 2007 — 2011
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Triangle Peak Partners January 2014 - April 2014
Wells Fargo June 2013 - August 2013
Twin Coast Entertainment November 2011 - October 2012
LiveIntent, Inc. June 2012 - September 2012
LiveIntent, Inc. August 2011 - September 2011
Skills
Physics, Digital Marketing, Online Advertising, Start-ups, Spanish, Web Analytics, Microsoft Excel, PowerPoint, Capital IQ, ThomsonOne, Bloomberg Terminal, Public Speaking, Microsoft Office, Data Analysis, Social Media, Finance, Research
Education
Stanford University 2011 — 2015
Bachelor of Science (BSc), Engineering of Management Science; Minor in Economics, Senior
Deerfield Academy 2007 — 2011
Gregory Golden's Morgan Stanley Experience January 2007 - October 2008
Job Senior Analyst at Barclays
Industry Financial Services
Experience
Barclays March 2010 - Present
Newedge December 2008 - December 2009
Morgan Stanley January 2007 - October 2008
Skills
Financial Modeling, Investment Banking, Corporate Finance, Equities, Capital Markets, Fixed Income, Banking, Account Reconciliation, Valuation, Trade Support, Project Management, Trading
Education
Delaware State University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Barclays March 2010 - Present
Newedge December 2008 - December 2009
Morgan Stanley January 2007 - October 2008
Skills
Financial Modeling, Investment Banking, Corporate Finance, Equities, Capital Markets, Fixed Income, Banking, Account Reconciliation, Valuation, Trade Support, Project Management, Trading
Education
Delaware State University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Paul Koo's Morgan Stanley Experience 2000 - 2003
Job CoFounder at Alaia Capital
Industry Financial Services
Experience
Alaia Capital 2015 - Present
Citi 2011 - 2014
UBS Investment Bank 2004 - 2011
Morgan Stanley 2000 - 2003
UBS Investment Bank 1998 - 2000
Comstock Partners 1995 - 1998
Korea Institute of Finance 1993 - 1995
Skills
Derivatives, Fixed Income, Securities, Valuation, Trading, Equities, Private Equity, Hedge Funds, Capital Markets, Portfolio Management, Investment Banking, Asset Management, Alternative Investments, Bloomberg, Investments, Financial Markets, Options, Equity Derivatives, Series 7, Structured Products, Emerging Markets
Education
Denison University 1989 — 1993
Bachelor of Arts (B.A.), Economics
George School 1985 — 1989
Alaia Capital 2015 - Present
Citi 2011 - 2014
UBS Investment Bank 2004 - 2011
Morgan Stanley 2000 - 2003
UBS Investment Bank 1998 - 2000
Comstock Partners 1995 - 1998
Korea Institute of Finance 1993 - 1995
Skills
Derivatives, Fixed Income, Securities, Valuation, Trading, Equities, Private Equity, Hedge Funds, Capital Markets, Portfolio Management, Investment Banking, Asset Management, Alternative Investments, Bloomberg, Investments, Financial Markets, Options, Equity Derivatives, Series 7, Structured Products, Emerging Markets
Education
Denison University 1989 — 1993
Bachelor of Arts (B.A.), Economics
George School 1985 — 1989
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS