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
Steve Sahara MBA, CPA Steve Sahara MBA, CPA's Morgan Stanley Experience September 1993 - July 1998
Job Global Financial Advisory Services at SRR
Industry Financial Services
Experience
Stout Risius Ross 2014 - Present
Crédit Agricole CIB January 2006 - January 2013
ABN AMRO Bank June 2004 - December 2005
Empower Telecom Software April 2000 - May 2004
Lehman Brothers August 1998 - March 2000
Morgan Stanley September 1993 - July 1998
Merrill Lynch September 1991 - September 1993
Nuveen Investments 1991 - 1991
Pfingsten Partners 1990 - 1990
Price Waterhouse 1985 - 1990
Education
University of Chicago Graduate School of Business 1990 — 1991
MBA
DePaul University Chicago 1980 — 1985
MACC and BSC
Stout Risius Ross 2014 - Present
Crédit Agricole CIB January 2006 - January 2013
ABN AMRO Bank June 2004 - December 2005
Empower Telecom Software April 2000 - May 2004
Lehman Brothers August 1998 - March 2000
Morgan Stanley September 1993 - July 1998
Merrill Lynch September 1991 - September 1993
Nuveen Investments 1991 - 1991
Pfingsten Partners 1990 - 1990
Price Waterhouse 1985 - 1990
Education
University of Chicago Graduate School of Business 1990 — 1991
MBA
DePaul University Chicago 1980 — 1985
MACC and BSC
Jonathon DiGiovanni, CAIA Jonathon DiGiovanni, CAIA's Morgan Stanley Experience November 2010 - August 2011
Job Vice President at First Trust Portfolios
Industry Financial Services
Experience
First Trust December 2014 - Present
Astor Investment Management March 2013 - December 2014
Deutsche Bank August 2011 - March 2013
Morgan Stanley November 2010 - August 2011
Skills
Series 7, Mutual Funds, Investments, Asset Allocation, Wealth Management, Series 63, Alternative Investments, Equities, Fixed Income, Asset Management, Portfolio Management, Securities, ETFs, Uniform Combined State..., Investment Management, Investment Strategies, Separately Managed..., Investment Advisory, FINRA, Retirement Planning, Series 65, Wealth Management..., Bonds
Education
DePaul University
B.S. Magna Cum Laude in Finance, Finance, General
First Trust December 2014 - Present
Astor Investment Management March 2013 - December 2014
Deutsche Bank August 2011 - March 2013
Morgan Stanley November 2010 - August 2011
Skills
Series 7, Mutual Funds, Investments, Asset Allocation, Wealth Management, Series 63, Alternative Investments, Equities, Fixed Income, Asset Management, Portfolio Management, Securities, ETFs, Uniform Combined State..., Investment Management, Investment Strategies, Separately Managed..., Investment Advisory, FINRA, Retirement Planning, Series 65, Wealth Management..., Bonds
Education
DePaul University
B.S. Magna Cum Laude in Finance, Finance, General
Elissa S. Emanuel Elissa S. Emanuel's Morgan Stanley Experience June 2003 - May 2010
Job Director of Finance at Ace of Spray: Professional Pressure Washing
Industry Facilities Services
Experience
Ace of Spray: Professional Pressure Washing May 2011 - Present
Chicago Bancorp September 2010 - April 2011
Morgan Stanley June 2003 - May 2010
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
Master of Business Administration (MBA), Finance and Financial Management Services
Loyola University of Chicago 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Ace of Spray: Professional Pressure Washing May 2011 - Present
Chicago Bancorp September 2010 - April 2011
Morgan Stanley June 2003 - May 2010
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
Master of Business Administration (MBA), Finance and Financial Management Services
Loyola University of Chicago 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Igor Reynlib Igor Reynlib's Morgan Stanley Experience April 2010 - August 2011
Job AVP Secondary Marketing & Analytics at Wintrust Mortgage
Industry Financial Services
Experience
Wintrust Mortgage August 2011 - Present
Morgan Stanley April 2010 - August 2011
Cambridge Financial Partners January 2007 - March 2010
Skills
Microsoft Office, QRM, Financial Analysis, Financial Reporting, Risk Management, Corporate Finance, Risk Analysis, Credit Risk, Forecasting, Finance, Due Diligence, Credit Analysis, Financial Modeling, Financial Forecasting, Underwriting, Microsoft Excel, ODBC, Financial Risk, Quantitative Risk..., Business Analysis, Secondary Market, Brio Reports, SAS, Financial Markets, Mortgage Underwriting, Market Analysis, Market Research, Analytics, Close Attention to..., Problem Solving, Organization, Common Sense, Loan Origination
Education
DePaul University 2001 — 2004
Bachelor of Science (B.S.), Finance, General
Northern Illinois University 1999 — 2001
Finance, General
Wintrust Mortgage August 2011 - Present
Morgan Stanley April 2010 - August 2011
Cambridge Financial Partners January 2007 - March 2010
Skills
Microsoft Office, QRM, Financial Analysis, Financial Reporting, Risk Management, Corporate Finance, Risk Analysis, Credit Risk, Forecasting, Finance, Due Diligence, Credit Analysis, Financial Modeling, Financial Forecasting, Underwriting, Microsoft Excel, ODBC, Financial Risk, Quantitative Risk..., Business Analysis, Secondary Market, Brio Reports, SAS, Financial Markets, Mortgage Underwriting, Market Analysis, Market Research, Analytics, Close Attention to..., Problem Solving, Organization, Common Sense, Loan Origination
Education
DePaul University 2001 — 2004
Bachelor of Science (B.S.), Finance, General
Northern Illinois University 1999 — 2001
Finance, General
Randy Kudlata's Morgan Stanley Experience 2000 - 2003
Job Senior Sales Consultant
Industry Medical Devices
Experience
Dickson Data 2015 - Present
ETF.com (formally IndexUniverse) 2013 - 2014
Edward Jones 2011 - 2012
ConvergEx Group/LiquidPoint 2008 - 2011
Merrill Lynch 2003 - 2008
Morgan Stanley 2000 - 2003
Skills
Sales Management, Salesforce.com, New Business Development, Hedge Funds, Relationship Management, Electronic Trading, Selling, Proprietary Trading, Trading, Contract Negotiation, Electronic Trading..., Financial Services, Trading System, Series 7, FINRA, Fixed Income, Financial Markets, Trading Systems, Investments, Sales, Options
Education
DePaul University 2001 — 2002
Certified Financial Planning Certificate Program
Drake University 1983 — 1987
Finance
Dickson Data 2015 - Present
ETF.com (formally IndexUniverse) 2013 - 2014
Edward Jones 2011 - 2012
ConvergEx Group/LiquidPoint 2008 - 2011
Merrill Lynch 2003 - 2008
Morgan Stanley 2000 - 2003
Skills
Sales Management, Salesforce.com, New Business Development, Hedge Funds, Relationship Management, Electronic Trading, Selling, Proprietary Trading, Trading, Contract Negotiation, Electronic Trading..., Financial Services, Trading System, Series 7, FINRA, Fixed Income, Financial Markets, Trading Systems, Investments, Sales, Options
Education
DePaul University 2001 — 2002
Certified Financial Planning Certificate Program
Drake University 1983 — 1987
Finance
Rich Pagliaro Rich Pagliaro's Morgan Stanley Experience January 2015 - Present
Job Registered Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Zaner Group February 2014 - January 2015
Kottke Associates August 2012 - February 2014
Louis Dreyfus Commodities September 1990 - May 2012
Chicago Board of Trade June 1990 - August 1990
Skills
Commodity, Trading, Derivatives, Commodity Markets, Options, Hedging, Technical Analysis, Financial Modeling, Risk Management, Currency, Financial Analysis, Valuation, Fixed Income, Financial Risk, Asset Managment, Trading Systems, Capital Markets, Equities, Asset Management, Trading Strategies, Financial Markets, Electronic Trading, Proprietary Trading
Education
Governor's State University 1992 — 1996
Bachelor of Arts (B.A.), Finance, General
DePaul University 1989 — 1991
Morgan Stanley January 2015 - Present
Zaner Group February 2014 - January 2015
Kottke Associates August 2012 - February 2014
Louis Dreyfus Commodities September 1990 - May 2012
Chicago Board of Trade June 1990 - August 1990
Skills
Commodity, Trading, Derivatives, Commodity Markets, Options, Hedging, Technical Analysis, Financial Modeling, Risk Management, Currency, Financial Analysis, Valuation, Fixed Income, Financial Risk, Asset Managment, Trading Systems, Capital Markets, Equities, Asset Management, Trading Strategies, Financial Markets, Electronic Trading, Proprietary Trading
Education
Governor's State University 1992 — 1996
Bachelor of Arts (B.A.), Finance, General
DePaul University 1989 — 1991
Natasha Tharwani Natasha Tharwani's Morgan Stanley Experience November 2012 - August 2013
Job Rotational Development Program Credit Services Track at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation August 2014 - Present
ThinkForex August 2013 - January 2014
Morgan Stanley November 2012 - August 2013
Jubilee Monument Corporation February 2012 - August 2012
Women's Resource Center August 2011 - June 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Publisher, Marketing Strategy, Financial Analysis, PowerPoint, Access, Financial Reporting, QuickBooks, Data Analysis, Management, Portfolio Management
Education
DePaul University 2012 — 2014
Bachelor of Science, Finance, General
University of Illinois at Urbana-Champaign 2010 — 2012
Northern Trust Corporation August 2014 - Present
ThinkForex August 2013 - January 2014
Morgan Stanley November 2012 - August 2013
Jubilee Monument Corporation February 2012 - August 2012
Women's Resource Center August 2011 - June 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Publisher, Marketing Strategy, Financial Analysis, PowerPoint, Access, Financial Reporting, QuickBooks, Data Analysis, Management, Portfolio Management
Education
DePaul University 2012 — 2014
Bachelor of Science, Finance, General
University of Illinois at Urbana-Champaign 2010 — 2012
James Ziniel, CETF's Morgan Stanley Experience 2000 - 2005
Job Regional Director at Global X Management Company
Industry Investment Management
Experience
Global X Management Company August 2013 - Present
SIP America March 2011 - June 2013
Cornerstone Real Estate Funds November 2009 - November 2010
Icon Capital August 2007 - February 2009
Goldman Sachs Asset Management August 2005 - August 2007
Morgan Stanley 2000 - 2005
Skills
Series 63, Alternative Investments, Asset Managment, Series 7, Securities, Investments, Equities, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Financial Markets, Capital Markets, Structured Products, Asset Allocation, Mutual Funds, Investment Advisory, ETF, Financial Advisory, ETFs, Financial Modeling, Investment Strategies, Private Equity, Finance, Bonds, Institutional..., Investment Management, Wealth Management, Risk Management, Separately Managed..., Series 24, Commodity, FINRA, Structured Finance, Hedging, Options, Funding, Financial Risk, Uniform Combined State..., Bloomberg, Investment Banking, Derivatives, Wealth Management..., High Net Worth..., Fund Of Funds, Private Placements, Institutional, Swaps
Education
DePaul University 1993 — 1997
Bachelor's degree, Finance and Political Science
PHS 1989 — 1992
Finance
Global X Management Company August 2013 - Present
SIP America March 2011 - June 2013
Cornerstone Real Estate Funds November 2009 - November 2010
Icon Capital August 2007 - February 2009
Goldman Sachs Asset Management August 2005 - August 2007
Morgan Stanley 2000 - 2005
Skills
Series 63, Alternative Investments, Asset Managment, Series 7, Securities, Investments, Equities, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Financial Markets, Capital Markets, Structured Products, Asset Allocation, Mutual Funds, Investment Advisory, ETF, Financial Advisory, ETFs, Financial Modeling, Investment Strategies, Private Equity, Finance, Bonds, Institutional..., Investment Management, Wealth Management, Risk Management, Separately Managed..., Series 24, Commodity, FINRA, Structured Finance, Hedging, Options, Funding, Financial Risk, Uniform Combined State..., Bloomberg, Investment Banking, Derivatives, Wealth Management..., High Net Worth..., Fund Of Funds, Private Placements, Institutional, Swaps
Education
DePaul University 1993 — 1997
Bachelor's degree, Finance and Political Science
PHS 1989 — 1992
Finance
Erica Lendi Erica Lendi's Morgan Stanley Experience June 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Muscular Dystrophy Association December 2013 - Present
Muscular Dystrophy Association November 2011 - November 2013
Suburban Bank and Trust March 2010 - November 2011
Skills
Organizational..., Multi Tasking, Microsoft Office, Highly detail oriented, Operational Efficiency, Microsoft Excel, PowerPoint, Microsoft Word, Administrative..., Spreadsheets, Outlook, Confidentiality, Accounting, Auditing, Management, Marketing
Education
DePaul University 2008 — 2011
Bachelor's degree, Business Administration and Management, General
Morgan Stanley June 2014 - Present
Muscular Dystrophy Association December 2013 - Present
Muscular Dystrophy Association November 2011 - November 2013
Suburban Bank and Trust March 2010 - November 2011
Skills
Organizational..., Multi Tasking, Microsoft Office, Highly detail oriented, Operational Efficiency, Microsoft Excel, PowerPoint, Microsoft Word, Administrative..., Spreadsheets, Outlook, Confidentiality, Accounting, Auditing, Management, Marketing
Education
DePaul University 2008 — 2011
Bachelor's degree, Business Administration and Management, General
Andrew Janata's Morgan Stanley Experience February 2011 - December 2012
Job Analyst, Corporate Planning at CB&I
Industry Oil & Energy
Experience
CB&I February 2015 - Present
CB&I March 2013 - February 2015
Morgan Stanley February 2011 - December 2012
Skills
Financial Modeling, Financial Analysis, Investments, Leadership, Entrepreneurship, Derivatives, Management, Valuation, Bloomberg, Asset Allocation, Equities, Research, Risk Management, Negotiation, Multi Tasking, Forward Thinking, Business Analysis, Strategy, Energy
Education
Duke University - The Fuqua School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Cross Continent (CCMBA)
DePaul University - The Richard H. Driehaus College of Business 2008 — 2012
Bachelor of Science in Business, Finance
Marist High School 2004 — 2008
CB&I February 2015 - Present
CB&I March 2013 - February 2015
Morgan Stanley February 2011 - December 2012
Skills
Financial Modeling, Financial Analysis, Investments, Leadership, Entrepreneurship, Derivatives, Management, Valuation, Bloomberg, Asset Allocation, Equities, Research, Risk Management, Negotiation, Multi Tasking, Forward Thinking, Business Analysis, Strategy, Energy
Education
Duke University - The Fuqua School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Cross Continent (CCMBA)
DePaul University - The Richard H. Driehaus College of Business 2008 — 2012
Bachelor of Science in Business, Finance
Marist High School 2004 — 2008
Eric Leaven's Morgan Stanley Experience August 2015 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Northwestern Mutual June 2014 - July 2015
Chicago Motor Cars July 2011 - June 2014
UBS Wealth Management May 2010 - September 2010
Skills
Customer Service, Microsoft Excel, Sales, Customer Satisfaction, Teamwork, Microsoft Office, Research, Social Networking, Leadership, Public Speaking, Risk Management, Time Management, Customer Relations, Inventory Management, Financial Planning, Problem Solving, Retail, Data Analysis, PowerPoint, Microsoft Word, Marketing, Excel, Word, Windows
Education
DePaul University 2011 — 2015
Bachelor of Science (B.S.), Management, Senior
Benet Academy 2007 — 2011
Morgan Stanley August 2015 - Present
Northwestern Mutual June 2014 - July 2015
Chicago Motor Cars July 2011 - June 2014
UBS Wealth Management May 2010 - September 2010
Skills
Customer Service, Microsoft Excel, Sales, Customer Satisfaction, Teamwork, Microsoft Office, Research, Social Networking, Leadership, Public Speaking, Risk Management, Time Management, Customer Relations, Inventory Management, Financial Planning, Problem Solving, Retail, Data Analysis, PowerPoint, Microsoft Word, Marketing, Excel, Word, Windows
Education
DePaul University 2011 — 2015
Bachelor of Science (B.S.), Management, Senior
Benet Academy 2007 — 2011
Katie Zimmer's Morgan Stanley Experience April 2014 - Present
Job Payroll Analyst at Morgan Stanley
Industry
Experience
Morgan Stanley April 2014 - Present
Flexible Benefit Service Corporation (Flex) October 2011 - April 2014
Skills
Microsoft Excel, Payroll
Education
DePaul University 2007 — 2011
Bachelor of Science (BS), Mathematics
Morgan Stanley April 2014 - Present
Flexible Benefit Service Corporation (Flex) October 2011 - April 2014
Skills
Microsoft Excel, Payroll
Education
DePaul University 2007 — 2011
Bachelor of Science (BS), Mathematics
Daniel Runser's Morgan Stanley Experience October 1996 - June 2000
Job Retirement Plans Regional Sales Manager at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha January 2012 - Present
AXA Equitable June 2000 - December 2011
Morgan Stanley October 1996 - June 2000
Prudential Financial October 1988 - October 1996
United National Bank and Trust Company October 1985 - June 1988
Skills
Defined Benefit, Retirement, Employee Benefits, Retirement Planning, Financial Advisory, 401k, Wealth Management, Pensions, Mutual Funds, Insurance, Life Insurance, Fixed Annuities, Series 7, Series 63, IRAs, Retirement Plan..., Disability Insurance, Series 6, Variable Annuities, Asset Allocation, Long-term Care, Series 65, Investment Advisory, FINRA, Investments, Securities, Term Life Insurance, Long Term Care Insurance
Education
DePaul University 1994 — 1996
MBA, marketing
Wittenberg University 1981 — 1985
BS, Economics
Mutual of Omaha January 2012 - Present
AXA Equitable June 2000 - December 2011
Morgan Stanley October 1996 - June 2000
Prudential Financial October 1988 - October 1996
United National Bank and Trust Company October 1985 - June 1988
Skills
Defined Benefit, Retirement, Employee Benefits, Retirement Planning, Financial Advisory, 401k, Wealth Management, Pensions, Mutual Funds, Insurance, Life Insurance, Fixed Annuities, Series 7, Series 63, IRAs, Retirement Plan..., Disability Insurance, Series 6, Variable Annuities, Asset Allocation, Long-term Care, Series 65, Investment Advisory, FINRA, Investments, Securities, Term Life Insurance, Long Term Care Insurance
Education
DePaul University 1994 — 1996
MBA, marketing
Wittenberg University 1981 — 1985
BS, Economics
Sal Greco Sal Greco's Morgan Stanley Experience September 2014 - December 2014
Job Hedge Fund Admin at Cortland Capital
Industry Financial Services
Experience
Cortland Capital Market Services LLC July 2015 - Present
Cortland Capital Market Services LLC January 2015 - Present
Morgan Stanley September 2014 - December 2014
Health Care Information Services January 2013 - September 2014
MRC Contractors June 2013 - October 2013
GNC October 2012 - May 2013
Moretti’s Restaurant/ Snuggery Banquet Hall May 2011 - August 2011
Skills
Trade Blotter, Sentry, Microsoft Excel, Public Speaking, Customer Service, Sales, Facebook, Citrix Metaframe, Risk Management, Morningstar Office, EBSCO, Financial Analysis, Corporate Finance, Microsoft Office, Microsoft Word, Communication Skills, Public Relations, Morningstar, Marketing Strategy, PowerPoint, Supplements, Contractors, Sports Nutrition, Leadership
Education
DePaul University 2013 — 2015
Bachelor of Business Administration (BBA), Finance, General
UNC Charlotte 2012 — 2013
Bachelor of Science (B.S.) in Business Administration, Business/Commerce, General
Eastern Illinois University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Cortland Capital Market Services LLC July 2015 - Present
Cortland Capital Market Services LLC January 2015 - Present
Morgan Stanley September 2014 - December 2014
Health Care Information Services January 2013 - September 2014
MRC Contractors June 2013 - October 2013
GNC October 2012 - May 2013
Moretti’s Restaurant/ Snuggery Banquet Hall May 2011 - August 2011
Skills
Trade Blotter, Sentry, Microsoft Excel, Public Speaking, Customer Service, Sales, Facebook, Citrix Metaframe, Risk Management, Morningstar Office, EBSCO, Financial Analysis, Corporate Finance, Microsoft Office, Microsoft Word, Communication Skills, Public Relations, Morningstar, Marketing Strategy, PowerPoint, Supplements, Contractors, Sports Nutrition, Leadership
Education
DePaul University 2013 — 2015
Bachelor of Business Administration (BBA), Finance, General
UNC Charlotte 2012 — 2013
Bachelor of Science (B.S.) in Business Administration, Business/Commerce, General
Eastern Illinois University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Ian Morris's Morgan Stanley Experience September 2004 - April 2005
Job Business Development at Summit Park, LLC
Industry Investment Banking
Experience
Summit Park, LLC November 2014 - Present
New Century Capital Partners June 2014 - November 2014
7 Mile Advisors November 2013 - June 2014
Morris Recruiting, LLC October 2012 - October 2013
Coe Capital Management, LLC April 2011 - November 2012
Bank of America October 2010 - April 2011
Bank of New York Mellon July 2007 - October 2010
Altair Advisers March 2006 - February 2007
Morgan Stanley September 2004 - April 2005
Skills
Investment Banking, Finance, Financial Modeling, Investments, Equities, Valuation, Bloomberg, Hedge Funds, Portfolio Management, Asset Management, Fixed Income, Capital Markets, Derivatives, Financial Analysis, Mutual Funds
Education
DePaul University 2001 — 2005
Hinsdale Central
Summit Park, LLC November 2014 - Present
New Century Capital Partners June 2014 - November 2014
7 Mile Advisors November 2013 - June 2014
Morris Recruiting, LLC October 2012 - October 2013
Coe Capital Management, LLC April 2011 - November 2012
Bank of America October 2010 - April 2011
Bank of New York Mellon July 2007 - October 2010
Altair Advisers March 2006 - February 2007
Morgan Stanley September 2004 - April 2005
Skills
Investment Banking, Finance, Financial Modeling, Investments, Equities, Valuation, Bloomberg, Hedge Funds, Portfolio Management, Asset Management, Fixed Income, Capital Markets, Derivatives, Financial Analysis, Mutual Funds
Education
DePaul University 2001 — 2005
Hinsdale Central
Steven Rawls Steven Rawls's Morgan Stanley Experience September 2014 - Present
Job Student at DePaul University
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
UBS June 2014 - September 2014
Macy's November 2012 - January 2014
Inverness Golf Course April 2007 - September 2013
Palatine Park District April 2007 - August 2012
Skills
Customer Service, Merchandising, Sales, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Microsoft Office, Retail Sales, Teamwork, Inventory Management, Social Media, Store Management
Education
DePaul University 2012 — 2016
William Fremd High School 2008 — 2012
Morgan Stanley September 2014 - Present
UBS June 2014 - September 2014
Macy's November 2012 - January 2014
Inverness Golf Course April 2007 - September 2013
Palatine Park District April 2007 - August 2012
Skills
Customer Service, Merchandising, Sales, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Microsoft Office, Retail Sales, Teamwork, Inventory Management, Social Media, Store Management
Education
DePaul University 2012 — 2016
William Fremd High School 2008 — 2012
Ted Sturiale's Morgan Stanley Experience August 2012 - March 2013
Job Capital MarketsAdvanced Execution
Industry Capital Markets
Experience
Redline Trading Solutions September 2014 - Present
Ullink April 2013 - August 2014
Morgan Stanley August 2012 - March 2013
Trading Technologies March 2010 - July 2012
Stellar Trading Systems March 2009 - February 2010
Newedge May 2006 - September 2008
Trading Technologies September 2002 - April 2006
Skills
Capital Markets, E-commerce, Trading, Derivatives, Electronic Trading, Hedge Funds, Trading Systems, Commodities, Technical Analysis, Financial Markets, Connectivity, Equity Derivatives, Low Latency, New Business Development, Brokerage, Sales, Sales Management, Commodity, Risk Management, Trading Strategies, Options, Alternative Investments, Investments, Portfolio Management, FX Options, Foreign Exchange, Proprietary Trading, Equity Trading, Asset Management, Market Data, Fixed Income, Bloomberg, Hedging, Financial Risk, Securities, Traders, FX trading, Bonds, Equities, FINRA, Order Management, FX Trading, Management, Business Development, Financial Services
Education
DePaul University 1995 — 1999
BA
Redline Trading Solutions September 2014 - Present
Ullink April 2013 - August 2014
Morgan Stanley August 2012 - March 2013
Trading Technologies March 2010 - July 2012
Stellar Trading Systems March 2009 - February 2010
Newedge May 2006 - September 2008
Trading Technologies September 2002 - April 2006
Skills
Capital Markets, E-commerce, Trading, Derivatives, Electronic Trading, Hedge Funds, Trading Systems, Commodities, Technical Analysis, Financial Markets, Connectivity, Equity Derivatives, Low Latency, New Business Development, Brokerage, Sales, Sales Management, Commodity, Risk Management, Trading Strategies, Options, Alternative Investments, Investments, Portfolio Management, FX Options, Foreign Exchange, Proprietary Trading, Equity Trading, Asset Management, Market Data, Fixed Income, Bloomberg, Hedging, Financial Risk, Securities, Traders, FX trading, Bonds, Equities, FINRA, Order Management, FX Trading, Management, Business Development, Financial Services
Education
DePaul University 1995 — 1999
BA
Haaroon Malik's Morgan Stanley Experience 2004 - 2004
Job Infrastructure Architect/Manager at Fujitsu
Industry Information Technology and Services
Experience
Fujitsu December 2014 - Present
WESCO Distribution July 2014 - 2014
Jenner & Block May 2012 - 2014
Bronson Methodist Hospital 2010 - May 2012
Access Solutions 2008 - 2010
PSAV 2006 - 2008
Alden Management 2005 - 2006
Morgan Stanley 2004 - 2004
Skills
VMware, Windows Server, Citrix, Active Directory, Disaster Recovery, Storage Area Networks, Microsoft SQL Server, Virtualization, Troubleshooting, Cisco Technologies, SharePoint, Windows, Operating Systems, Servers, Windows 7, System Administration, SQL, Linux, Microsoft Exchange, Data Center, EMC Storage, SAN, NAS, vSphere, VMware vSphere, Storage
Education
DePaul University
Computer Science
DeVry University
Fujitsu December 2014 - Present
WESCO Distribution July 2014 - 2014
Jenner & Block May 2012 - 2014
Bronson Methodist Hospital 2010 - May 2012
Access Solutions 2008 - 2010
PSAV 2006 - 2008
Alden Management 2005 - 2006
Morgan Stanley 2004 - 2004
Skills
VMware, Windows Server, Citrix, Active Directory, Disaster Recovery, Storage Area Networks, Microsoft SQL Server, Virtualization, Troubleshooting, Cisco Technologies, SharePoint, Windows, Operating Systems, Servers, Windows 7, System Administration, SQL, Linux, Microsoft Exchange, Data Center, EMC Storage, SAN, NAS, vSphere, VMware vSphere, Storage
Education
DePaul University
Computer Science
DeVry University
Kyle Krizek's Morgan Stanley Experience October 2005 - February 2006
Job at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation September 2014 - Present
Northern Trust Corporation June 2013 - March 2014
Northern Trust Corporation June 2012 - June 2013
Northern Trust August 2010 - June 2012
Morgan Stanley October 2005 - February 2006
Skills
Microsoft Excel, Risk Management, Banking, Portfolio Management, Financial Analysis, Wealth Management, Microsoft Office, Customer Service, Management, Marketing, Sales Operations, Financial Reporting, Account Management, Relationship Management, Sales
Education
DePaul University 2006 — 2009
B.A., Business Administration
University of Illinois at Chicago 2004 — 2006
Northern Trust Corporation September 2014 - Present
Northern Trust Corporation June 2013 - March 2014
Northern Trust Corporation June 2012 - June 2013
Northern Trust August 2010 - June 2012
Morgan Stanley October 2005 - February 2006
Skills
Microsoft Excel, Risk Management, Banking, Portfolio Management, Financial Analysis, Wealth Management, Microsoft Office, Customer Service, Management, Marketing, Sales Operations, Financial Reporting, Account Management, Relationship Management, Sales
Education
DePaul University 2006 — 2009
B.A., Business Administration
University of Illinois at Chicago 2004 — 2006
Carol Trautvetter Carol Trautvetter's Morgan Stanley Experience March 2004 - February 2007
Job Registered Client Service Associate at UBS Financial Services Inc.
Industry Investment Banking
Experience
UBS Financial Services Inc. February 2007 - Present
Morgan Stanley March 2004 - February 2007
Education
DePaul University
Bachelor of Arts (BA), Workplace Learning and Organizational Change
UBS Financial Services Inc. February 2007 - Present
Morgan Stanley March 2004 - February 2007
Education
DePaul University
Bachelor of Arts (BA), Workplace Learning and Organizational Change
Dmitriy Bagmet Dmitriy Bagmet's Morgan Stanley Experience 1997 - 1997
Job Portfolio Manager and Financial Researcher
Industry Investment Management
Experience
NEDDLLOYD GROUP SA (hedge fund) 2011 - Present
Telemetry Investments, L.L.C. (hedge fund) 2005 - 2011
CooperNeff Advisors (alternative asset management subsidiary of BNP Paribas) 1998 - 2004
Morgan Stanley 1997 - 1997
Chicago Mercantile Exchange 1993 - 1996
Skills
Equities, Bloomberg, Statistical Arbitrage, Portfolio Management, Options, Emerging Markets, Asset Management, Trading Strategies, Hedge Funds, High Frequency Trading, Object Oriented...
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Analytic Finance, Financial Engineering, and Statistics
DePaul University 1993 — 1996
BS, Finance
Odessa Polytechnic Institute (Ukraine) 1989 — 1992
Associate of Science (A.S.), Electrical Engineering
NEDDLLOYD GROUP SA (hedge fund) 2011 - Present
Telemetry Investments, L.L.C. (hedge fund) 2005 - 2011
CooperNeff Advisors (alternative asset management subsidiary of BNP Paribas) 1998 - 2004
Morgan Stanley 1997 - 1997
Chicago Mercantile Exchange 1993 - 1996
Skills
Equities, Bloomberg, Statistical Arbitrage, Portfolio Management, Options, Emerging Markets, Asset Management, Trading Strategies, Hedge Funds, High Frequency Trading, Object Oriented...
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Analytic Finance, Financial Engineering, and Statistics
DePaul University 1993 — 1996
BS, Finance
Odessa Polytechnic Institute (Ukraine) 1989 — 1992
Associate of Science (A.S.), Electrical Engineering
Jay Raghavan Jay Raghavan's Morgan Stanley Experience November 2003 - January 2009
Job Senior Real Estate Executive
Industry Commercial Real Estate
Experience
Deborah's Place July 2015 - Present
Morgan Stanley November 2003 - January 2009
Lend Lease Real Estate April 1997 - October 2003
Equitable April 1985 - March 1997
Skills
Portfolio Management, Asset Management, Restructuring, Client..., Team Leadership, Real Estate Development, Real Estate Transactions, Organizational..., Dispositions, Real Estate Investment, Asset Managment, Disposition, Real Estate, Investment Properties, Commercial Real Estate, Business Development, Investments, Negotiation, Real Estate Economics, Acquisitions, Due Diligence, Mergers & Acquisitions, Strategy, Equities, Corporate Real Estate, Valuation
Education
DePaul University
MBA, Real Estate Finance
DePaul University
BS, Commerce
Deborah's Place July 2015 - Present
Morgan Stanley November 2003 - January 2009
Lend Lease Real Estate April 1997 - October 2003
Equitable April 1985 - March 1997
Skills
Portfolio Management, Asset Management, Restructuring, Client..., Team Leadership, Real Estate Development, Real Estate Transactions, Organizational..., Dispositions, Real Estate Investment, Asset Managment, Disposition, Real Estate, Investment Properties, Commercial Real Estate, Business Development, Investments, Negotiation, Real Estate Economics, Acquisitions, Due Diligence, Mergers & Acquisitions, Strategy, Equities, Corporate Real Estate, Valuation
Education
DePaul University
MBA, Real Estate Finance
DePaul University
BS, Commerce
Joseph Jody Contorno Joseph Jody Contorno's Morgan Stanley Experience April 2001 - May 2007
Job President at Contorno Capital Management
Industry Financial Services
Experience
Contorno Capital Management April 2010 - Present
Charles Schwab May 2007 - April 2010
Morgan Stanley April 2001 - May 2007
Willowbrook High School 1993 - 1997
Skills
Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies, Financial Planning, Strategic Financial..., Series 7, Finance, Asset Allocation, Investments, Financial Advisory, Retirement, Mutual Funds, Securities, Series 63, FINRA
Education
University of Notre Dame 1998 — 1998
Peace Studies and Conflict Resolution
DePaul University 1992 — 1995
Masters, Secondary Education and Teaching
University of Illinois at Chicago 1988 — 1990
English Language and Literature, General
Contorno Capital Management April 2010 - Present
Charles Schwab May 2007 - April 2010
Morgan Stanley April 2001 - May 2007
Willowbrook High School 1993 - 1997
Skills
Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies, Financial Planning, Strategic Financial..., Series 7, Finance, Asset Allocation, Investments, Financial Advisory, Retirement, Mutual Funds, Securities, Series 63, FINRA
Education
University of Notre Dame 1998 — 1998
Peace Studies and Conflict Resolution
DePaul University 1992 — 1995
Masters, Secondary Education and Teaching
University of Illinois at Chicago 1988 — 1990
English Language and Literature, General
Gary Fishman Gary Fishman's Morgan Stanley Experience 2001 - 2003
Job Director, Information Technology at Regal Securities, Inc.
Industry Information Technology and Services
Experience
Regal Securities, Inc. 2009 - Present
TransUnion 2008 - 2009
Accenture 2004 - 2008
ABN AMRO Bank Chicago 2003 - 2004
Morgan Stanley 2001 - 2003
Mercy Hospital June 1999 - September 2001
Morton Grove Parmaceuticals Co. 1997 - 1999
Ratheon Co. (Switchcraft division) 1994 - 1997
Baxter/Caremark 1991 - 1994
DePaul University 1985 - 1990
Skills
IT Strategy, IT Management, Disaster Recovery, SDLC, Vendor Management, ITIL, Integration, Enterprise Architecture, PMO, Business Intelligence, PMP, Data Center, Series 99 (Finra..., Windows Server, VMware, Technical Support, Software Development, Information Technology, Security, IT Operations, Management, Visio, Solution Architecture, Quality Assurance, Servers, Microsoft SQL Server, Process Improvement, Infrastructure, IT Service Management, Software Documentation, Project Portfolio..., Software Project..., Requirements Analysis, Virtualization, Business Continuity, Cloud Computing, Requirements Gathering, Business Process, Data Warehousing
Education
DePaul University 1986 — 1990
MS, Computer Science
DePaul University 1981 — 1985
Bachelor of Science (BS), Information Systems
Regal Securities, Inc. 2009 - Present
TransUnion 2008 - 2009
Accenture 2004 - 2008
ABN AMRO Bank Chicago 2003 - 2004
Morgan Stanley 2001 - 2003
Mercy Hospital June 1999 - September 2001
Morton Grove Parmaceuticals Co. 1997 - 1999
Ratheon Co. (Switchcraft division) 1994 - 1997
Baxter/Caremark 1991 - 1994
DePaul University 1985 - 1990
Skills
IT Strategy, IT Management, Disaster Recovery, SDLC, Vendor Management, ITIL, Integration, Enterprise Architecture, PMO, Business Intelligence, PMP, Data Center, Series 99 (Finra..., Windows Server, VMware, Technical Support, Software Development, Information Technology, Security, IT Operations, Management, Visio, Solution Architecture, Quality Assurance, Servers, Microsoft SQL Server, Process Improvement, Infrastructure, IT Service Management, Software Documentation, Project Portfolio..., Software Project..., Requirements Analysis, Virtualization, Business Continuity, Cloud Computing, Requirements Gathering, Business Process, Data Warehousing
Education
DePaul University 1986 — 1990
MS, Computer Science
DePaul University 1981 — 1985
Bachelor of Science (BS), Information Systems
Mark Phillip Mark Phillip's Morgan Stanley Experience August 2004 - June 2011
Job Principal at MatlinPatterson
Industry Investment Management
Experience
MatlinPatterson September 2011 - Present
Morgan Stanley August 2004 - June 2011
Northern Trust February 2004 - August 2004
Skills
Fund Of Funds, Alternative Investments, Managed Futures, Hedge Funds, Separately Managed..., Family Office, Asset Allocation, Investment Strategies, Series 7, Investment Management, Equities, Fixed Income
Education
DePaul University 1999 — 2003
Bachelors of Science, Finance
Saint Francis High School
MatlinPatterson September 2011 - Present
Morgan Stanley August 2004 - June 2011
Northern Trust February 2004 - August 2004
Skills
Fund Of Funds, Alternative Investments, Managed Futures, Hedge Funds, Separately Managed..., Family Office, Asset Allocation, Investment Strategies, Series 7, Investment Management, Equities, Fixed Income
Education
DePaul University 1999 — 2003
Bachelors of Science, Finance
Saint Francis High School
Gordon Cacioppo Gordon Cacioppo's Morgan Stanley Experience February 2014 - September 2015
Job Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - September 2015
Young Innovations, Inc. June 2013 - September 2013
Intersport February 2011 - January 2012
DePaul University September 2009 - March 2011
Kohl's Department Stores June 2008 - August 2009
Follett Group Incorporated September 2006 - October 2007
Education
DePaul University 2013 — 2014
Bachelor of Science in, Finance
DePaul University 2009 — 2014
Bachelor of Science in, Accountancy
Morgan Stanley February 2014 - September 2015
Young Innovations, Inc. June 2013 - September 2013
Intersport February 2011 - January 2012
DePaul University September 2009 - March 2011
Kohl's Department Stores June 2008 - August 2009
Follett Group Incorporated September 2006 - October 2007
Education
DePaul University 2013 — 2014
Bachelor of Science in, Finance
DePaul University 2009 — 2014
Bachelor of Science in, Accountancy
Michael Vabalaitis Michael Vabalaitis's Morgan Stanley Experience October 2009 - March 2010
Job
Industry Information Services
Experience
General Growth Properties January 2015 - Present
AIT Worldwide Logistics March 2014 - January 2015
AIT Worldwide Logistics July 2011 - March 2014
AIT Worldwide Logistics October 2010 - July 2011
Morgan Stanley October 2009 - March 2010
EXIM Trade September 2008 - September 2009
DePaul University September 2006 - June 2009
Skills
Business Intelligence, SQL, Access, Data Warehousing, Data Analysis, Databases, SharePoint, ETL, SSRS, SSIS, VBA, Business Intelligence..., Microsoft SQL Server, Business Objects, Leadership, Training, Analysis Services, T-SQL, Visual Basic, Stored Procedures, SQL Server 2000-2008, Crystal Reports, Database Development, Database Analysis, Query Optimization, Report Generation, Vlookup, Pivot Tables, SQL database design, Excel, XML Databases, SQL Tuning, PerformancePoint, Balanced Scorecard, Visual Studio, Report Writing, PowerPivot, MDX, Cognos, SSAS 2008, ASP.NET, VB.NET, Process Automation, Software Development..., Root Cause Analysis, DAX, Tableau, Performance Dashboards, Microsoft Excel
Education
DePaul University 2005 — 2009
Bachelors, Business Economics, International Business
General Growth Properties January 2015 - Present
AIT Worldwide Logistics March 2014 - January 2015
AIT Worldwide Logistics July 2011 - March 2014
AIT Worldwide Logistics October 2010 - July 2011
Morgan Stanley October 2009 - March 2010
EXIM Trade September 2008 - September 2009
DePaul University September 2006 - June 2009
Skills
Business Intelligence, SQL, Access, Data Warehousing, Data Analysis, Databases, SharePoint, ETL, SSRS, SSIS, VBA, Business Intelligence..., Microsoft SQL Server, Business Objects, Leadership, Training, Analysis Services, T-SQL, Visual Basic, Stored Procedures, SQL Server 2000-2008, Crystal Reports, Database Development, Database Analysis, Query Optimization, Report Generation, Vlookup, Pivot Tables, SQL database design, Excel, XML Databases, SQL Tuning, PerformancePoint, Balanced Scorecard, Visual Studio, Report Writing, PowerPivot, MDX, Cognos, SSAS 2008, ASP.NET, VB.NET, Process Automation, Software Development..., Root Cause Analysis, DAX, Tableau, Performance Dashboards, Microsoft Excel
Education
DePaul University 2005 — 2009
Bachelors, Business Economics, International Business
Jibran Ilyas's Morgan Stanley Experience April 2003 - July 2004
Job Assistant Director at Stroz Friedberg
Industry Computer & Network Security
Experience
Stroz Friedberg August 2014 - Present
Halock Security Labs June 2013 - August 2014
Pakistan Tehreek-e-Insaf March 2013 - June 2013
Trustwave July 2007 - March 2013
AmbironTrustWave February 2006 - June 2007
Clark Consulting July 2004 - February 2006
HomeTech Computer Solutions July 2003 - February 2006
Morgan Stanley April 2003 - July 2004
Skills
Incident Response, PCI DSS, Firewalls, FTK, PA-DSS, Penetration Testing, Network Security, Intrusion Detection, EnCase, Computer Forensics, Information Security..., Information Security, Security Awareness, Security, Security Audits, Vulnerability Assessment, Computer Security, Digital Forensics, Incident Management, Contract Negotiation, Network Forensics, DLP, Web Application Security, Data Security, IPS, IDS, Vulnerability Scanning, Malware Analysis, Security Research, Vulnerability Management, Security Architecture..., Snort, Security Policy, SIEM, Information Assurance, ISO 27001, Social Engineering, VPN
Education
Northwestern University 2007 — 2009
MSIT, Business / IT
DePaul University 2001 — 2005
Bachelors, Network Security
Stroz Friedberg August 2014 - Present
Halock Security Labs June 2013 - August 2014
Pakistan Tehreek-e-Insaf March 2013 - June 2013
Trustwave July 2007 - March 2013
AmbironTrustWave February 2006 - June 2007
Clark Consulting July 2004 - February 2006
HomeTech Computer Solutions July 2003 - February 2006
Morgan Stanley April 2003 - July 2004
Skills
Incident Response, PCI DSS, Firewalls, FTK, PA-DSS, Penetration Testing, Network Security, Intrusion Detection, EnCase, Computer Forensics, Information Security..., Information Security, Security Awareness, Security, Security Audits, Vulnerability Assessment, Computer Security, Digital Forensics, Incident Management, Contract Negotiation, Network Forensics, DLP, Web Application Security, Data Security, IPS, IDS, Vulnerability Scanning, Malware Analysis, Security Research, Vulnerability Management, Security Architecture..., Snort, Security Policy, SIEM, Information Assurance, ISO 27001, Social Engineering, VPN
Education
Northwestern University 2007 — 2009
MSIT, Business / IT
DePaul University 2001 — 2005
Bachelors, Network Security
Kristina Noth, CLU Kristina Noth, CLU's Morgan Stanley Experience August 2007 - August 2008
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
Merrill Lynch January 2012 - April 2013
Northwestern Mutual Financial Network June 2009 - December 2011
Longwood Country Club March 2001 - September 2009
The Legal Balance January 2009 - April 2009
Aflac September 2008 - December 2008
Morgan Stanley August 2007 - August 2008
Education
DePaul University 2005 — 2009
Merrill Lynch March 2013 - Present
Merrill Lynch January 2012 - April 2013
Northwestern Mutual Financial Network June 2009 - December 2011
Longwood Country Club March 2001 - September 2009
The Legal Balance January 2009 - April 2009
Aflac September 2008 - December 2008
Morgan Stanley August 2007 - August 2008
Education
DePaul University 2005 — 2009
Ronald Lambke Ronald Lambke's Morgan Stanley Experience September 1994 - September 2008
Job Vice President Wealth Management, UBS Financial Services Inc
Industry Financial Services
Experience
UBS January 2009 - Present
Morgan Stanley September 1994 - September 2008
Skills
Investment Management, Investment Strategies, Wealth Management, Series 7, Series 63, Asset Allocation, Alternative Investments, Retirement Planning, Series 65, Wealth Management..., Mutual Funds, Investments
Education
Elmhurst College 1983 — 1987
Bachelor of Science, Management
DePaul University
MBA, Finance
UBS January 2009 - Present
Morgan Stanley September 1994 - September 2008
Skills
Investment Management, Investment Strategies, Wealth Management, Series 7, Series 63, Asset Allocation, Alternative Investments, Retirement Planning, Series 65, Wealth Management..., Mutual Funds, Investments
Education
Elmhurst College 1983 — 1987
Bachelor of Science, Management
DePaul University
MBA, Finance
Kimberly Chin Muska, CFP®, CDFA™'s Morgan Stanley Experience May 1997 - July 2000
Job Senior Vice President, Wealth Advisor at Key Private Bank
Industry Financial Services
Experience
Key Private Bank February 2015 - Present
City Fruit 2012 - Present
Halbert Hargrove April 2012 - February 2015
RBC Wealth Management April 2009 - October 2009
UBS Financial Services April 2004 - April 2009
Northern Trust Asset Management October 2002 - March 2004
Envestnet Asset Management July 2000 - October 2002
Morgan Stanley May 1997 - July 2000
Education
DePaul University
Certificate Program, Financial Planning
Loyola University Chicago
Bachelor of Business Administration (B.B.A.)
Key Private Bank February 2015 - Present
City Fruit 2012 - Present
Halbert Hargrove April 2012 - February 2015
RBC Wealth Management April 2009 - October 2009
UBS Financial Services April 2004 - April 2009
Northern Trust Asset Management October 2002 - March 2004
Envestnet Asset Management July 2000 - October 2002
Morgan Stanley May 1997 - July 2000
Education
DePaul University
Certificate Program, Financial Planning
Loyola University Chicago
Bachelor of Business Administration (B.B.A.)
Rikin Patel, CPA, CFE, MA Rikin Patel, CPA, CFE, MA's Morgan Stanley Experience May 2006 - June 2010
Job FBI Forensic Financial Investigator
Industry Financial Services
Experience
FBI November 2011 - Present
FDIC June 2010 - November 2011
Morgan Stanley May 2006 - June 2010
Northern Trust June 2004 - August 2005
Skills
Forensic Accounting, Financial Analysis, Financial Crimes..., Financial Reporting, Financial Accounting, Management Accounting, Financial Investigation, Fund Accounting, Tax Accounting, Accounting Applications, Financial Audits, Strategic Financial..., Managerial Finance, Criminal Investigations, Counterintelligence, Counterterrorism, White Collar Criminal..., Anti Money Laundering, Money Laundering, Bank Reconciliation, External Audit, Accounting, CPA, Banking, Internal Audit, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
MA, Accountancy
University of Illinois at Chicago 2002 — 2005
BS, Accounting
FBI November 2011 - Present
FDIC June 2010 - November 2011
Morgan Stanley May 2006 - June 2010
Northern Trust June 2004 - August 2005
Skills
Forensic Accounting, Financial Analysis, Financial Crimes..., Financial Reporting, Financial Accounting, Management Accounting, Financial Investigation, Fund Accounting, Tax Accounting, Accounting Applications, Financial Audits, Strategic Financial..., Managerial Finance, Criminal Investigations, Counterintelligence, Counterterrorism, White Collar Criminal..., Anti Money Laundering, Money Laundering, Bank Reconciliation, External Audit, Accounting, CPA, Banking, Internal Audit, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
MA, Accountancy
University of Illinois at Chicago 2002 — 2005
BS, Accounting
Katherine Dordick Katherine Dordick's Morgan Stanley Experience March 2004 - June 2007
Job Director of Sales BrightStar of Great Waukesha
Industry Hospital & Health Care
Experience
Millionaire Corner October 2011 - June 2013
Arbor Research and Trading April 2010 - August 2011
Wachovia Securities Financial Network June 2007 - April 2010
Morgan Stanley March 2004 - June 2007
Skills
Series 7, Series 66, Series 3, Series 31, Retirement Planning..., Insurance, Long Term Care, Estate Planning, Wealth Management, Uniform Combined State..., Investments, Retirement Planning, FINRA, Long-term Care, Investment Advisory, Asset Allocation, Financial Advisory, Securities, Retirement
Education
DePaul University 2011 — 2013
Masters, Finance
Northern Illinois University 1999 — 2001
Bachelor of Arts, Business Communications
College of Lake County 1997 — 1999
Associate of Arts, Business Management
Millionaire Corner October 2011 - June 2013
Arbor Research and Trading April 2010 - August 2011
Wachovia Securities Financial Network June 2007 - April 2010
Morgan Stanley March 2004 - June 2007
Skills
Series 7, Series 66, Series 3, Series 31, Retirement Planning..., Insurance, Long Term Care, Estate Planning, Wealth Management, Uniform Combined State..., Investments, Retirement Planning, FINRA, Long-term Care, Investment Advisory, Asset Allocation, Financial Advisory, Securities, Retirement
Education
DePaul University 2011 — 2013
Masters, Finance
Northern Illinois University 1999 — 2001
Bachelor of Arts, Business Communications
College of Lake County 1997 — 1999
Associate of Arts, Business Management
Kevin Wolnik Kevin Wolnik's Morgan Stanley Experience February 2000 - September 2001
Job at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2013 - Present
Executive National Bank September 2012 - June 2013
Wells Fargo January 2011 - September 2012
Financial Professional March 2010 - February 2011
IDB Bank July 2008 - February 2010
Regions Bank April 2006 - July 2008
Independent Life Insurance Agent & Registered Rep September 2001 - April 2006
Morgan Stanley February 2000 - September 2001
Skills
Loans, Investments, Wealth Management, Portfolio Management, Banking, Retirement Planning, Mutual Funds, Mortgage Lending, Credit, Insurance, Commercial Banking, Estate Planning, Finance, Equities, Financial Services, CRM, Leadership, Management, Sales, Retirement, Fixed Annuities, Financial Risk, Real Estate, Mortgage Banking, Business, Entrepreneurship, Investment Banking, Relationship Management, Small Business, Loan Origination, Small Business Lending, Commercial Lending, Asset Management, Financial Analysis, Risk Management, Credit Analysis, Refinance, Strategic Financial..., Underwriting, Accounting, Retail Banking, Securities, Executive Management, Due Diligence
Education
De Paul University 1992 — 1997
BA
University of Kansas 1992 — 1997
Bachelors
Wells Fargo June 2013 - Present
Executive National Bank September 2012 - June 2013
Wells Fargo January 2011 - September 2012
Financial Professional March 2010 - February 2011
IDB Bank July 2008 - February 2010
Regions Bank April 2006 - July 2008
Independent Life Insurance Agent & Registered Rep September 2001 - April 2006
Morgan Stanley February 2000 - September 2001
Skills
Loans, Investments, Wealth Management, Portfolio Management, Banking, Retirement Planning, Mutual Funds, Mortgage Lending, Credit, Insurance, Commercial Banking, Estate Planning, Finance, Equities, Financial Services, CRM, Leadership, Management, Sales, Retirement, Fixed Annuities, Financial Risk, Real Estate, Mortgage Banking, Business, Entrepreneurship, Investment Banking, Relationship Management, Small Business, Loan Origination, Small Business Lending, Commercial Lending, Asset Management, Financial Analysis, Risk Management, Credit Analysis, Refinance, Strategic Financial..., Underwriting, Accounting, Retail Banking, Securities, Executive Management, Due Diligence
Education
De Paul University 1992 — 1997
BA
University of Kansas 1992 — 1997
Bachelors
Jasper Gallo Jasper Gallo's Morgan Stanley Experience April 2011 - March 2012
Job InterOcean Advisors, LLC
Industry Investment Banking
Experience
InterOcean Advisors LLC March 2014 - Present
Corporate Finance Associates March 2012 - April 2014
Morgan Stanley April 2011 - March 2012
Alpha Alternatives LLC April 2010 - April 2011
Jesup & Lamont May 2009 - April 2010
Skills
Mergers & Acquisitions, Venture Capital, Private Equity, Capital Markets, Financial Modeling, Financial Analysis, Alternative Investments, Finance, Investment Banking, Business Valuation, Business Strategy, Equities, Valuation, Corporate Development, Mergers, International M&A, Corporate Finance, Due Diligence, Capital Raising, Private Placements, Financial Advisory, M&A experience, Acquisitions, International Business, Derivatives, PIPE transactions, Regulation D, Business Analysis, IRR
Education
DePaul University 2005 — 2009
Marketing & Management Double Major, Concentrations in Sales/Leadership & Entrepreneurship
InterOcean Advisors LLC March 2014 - Present
Corporate Finance Associates March 2012 - April 2014
Morgan Stanley April 2011 - March 2012
Alpha Alternatives LLC April 2010 - April 2011
Jesup & Lamont May 2009 - April 2010
Skills
Mergers & Acquisitions, Venture Capital, Private Equity, Capital Markets, Financial Modeling, Financial Analysis, Alternative Investments, Finance, Investment Banking, Business Valuation, Business Strategy, Equities, Valuation, Corporate Development, Mergers, International M&A, Corporate Finance, Due Diligence, Capital Raising, Private Placements, Financial Advisory, M&A experience, Acquisitions, International Business, Derivatives, PIPE transactions, Regulation D, Business Analysis, IRR
Education
DePaul University 2005 — 2009
Marketing & Management Double Major, Concentrations in Sales/Leadership & Entrepreneurship
Howard Gillman Howard Gillman's Morgan Stanley Experience 1984 - 1998
Job Vice President, Options Trading & Technology, at CONVERGEX
Industry Financial Services
Experience
CONVERGEX April 2011 - Present
Electronic Brokerage Systems LLC / R.C. Sheehan & Associates 2003 - April 2011
Goldman Sachs 2000 - 2003
Susquehanna International Group, LLP (SIG) 2000 - 2000
Credit Agricole Indosuez 1998 - 2000
Morgan Stanley 1984 - 1998
Skills
Options, Equity Derivatives, Trading, Financial Markets, Stock Market, Index Options, Compliance, Series 24, Series 7, Series 4, Series 3, Series 63, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1987
M.B.A., Finance
DePaul University 1979 — 1983
B.S., Finance
CONVERGEX April 2011 - Present
Electronic Brokerage Systems LLC / R.C. Sheehan & Associates 2003 - April 2011
Goldman Sachs 2000 - 2003
Susquehanna International Group, LLP (SIG) 2000 - 2000
Credit Agricole Indosuez 1998 - 2000
Morgan Stanley 1984 - 1998
Skills
Options, Equity Derivatives, Trading, Financial Markets, Stock Market, Index Options, Compliance, Series 24, Series 7, Series 4, Series 3, Series 63, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1987
M.B.A., Finance
DePaul University 1979 — 1983
B.S., Finance
Ashley Tambunan Ashley Tambunan's Morgan Stanley Experience October 2012 - March 2013
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2015 - Present
Société Générale July 2013 - March 2015
Morgan Stanley October 2012 - March 2013
Northwestern Mutual - McTigue Financial Group October 2011 - October 2012
Skills
Grant Writing, PeopleSoft, Microsoft Office, Apple Software, Microsoft, Excel, SPSS, Access, Microsoft Excel, Economics
Education
DePaul University 2009 — 2013
B.A., Political Science
Park Tudor School 2005 — 2009
Goldman Sachs March 2015 - Present
Société Générale July 2013 - March 2015
Morgan Stanley October 2012 - March 2013
Northwestern Mutual - McTigue Financial Group October 2011 - October 2012
Skills
Grant Writing, PeopleSoft, Microsoft Office, Apple Software, Microsoft, Excel, SPSS, Access, Microsoft Excel, Economics
Education
DePaul University 2009 — 2013
B.A., Political Science
Park Tudor School 2005 — 2009
Paul D. Gillig III Paul D. Gillig III's Morgan Stanley Experience March 2014 - Present
Job Client Service Associate at Morgan Stanley, Masters Candidate
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
United States Marine Corps October 2010 - September 2012
United States Marine Corps October 2009 - September 2012
United States Marine Corps May 2008 - July 2009
Skills
Research, Finance, Customer Service, Microsoft Excel, Operational Planning, Security, Military Operations, Microsoft Office, PowerPoint, Social Media, Public Speaking, Sales, Data Analysis, Marketing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2016
Master of Science (MS), Economics and Policy Analysis
DePaul University 2013 — 2015
Bachelor of Science (BS) - Cum Laude, Economics
University of Phoenix 2008 — 2012
Associate of Arts (AA), General Studies
Morgan Stanley March 2014 - Present
United States Marine Corps October 2010 - September 2012
United States Marine Corps October 2009 - September 2012
United States Marine Corps May 2008 - July 2009
Skills
Research, Finance, Customer Service, Microsoft Excel, Operational Planning, Security, Military Operations, Microsoft Office, PowerPoint, Social Media, Public Speaking, Sales, Data Analysis, Marketing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2016
Master of Science (MS), Economics and Policy Analysis
DePaul University 2013 — 2015
Bachelor of Science (BS) - Cum Laude, Economics
University of Phoenix 2008 — 2012
Associate of Arts (AA), General Studies
Joanna Terry Joanna Terry's Morgan Stanley Experience June 2012 - September 2012
Job Senior Investigator at CME Group
Industry Financial Services
Experience
CME Group February 2015 - Present
CME Group February 2014 - February 2015
UBS November 2012 - March 2013
Morgan Stanley June 2012 - September 2012
DePaul University January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Employee Stock Options, Wealth Management..., PowerPoint, Financial Analysis, Recruiting, Analysis, Portfolio Management, Accounting, Insurance, Social Media, Customer Service
Education
DePaul University 2009 — 2013
Bachelor of Science (B.S.), Finance, Minor in Accounting
CME Group February 2015 - Present
CME Group February 2014 - February 2015
UBS November 2012 - March 2013
Morgan Stanley June 2012 - September 2012
DePaul University January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Employee Stock Options, Wealth Management..., PowerPoint, Financial Analysis, Recruiting, Analysis, Portfolio Management, Accounting, Insurance, Social Media, Customer Service
Education
DePaul University 2009 — 2013
Bachelor of Science (B.S.), Finance, Minor in Accounting
Dan Elddine's Morgan Stanley Experience June 2004 - June 2006
Job Trading Director, Accuen West
Industry Marketing and Advertising
Experience
Accuen June 2015 - Present
Accuen June 2014 - June 2015
Accuen March 2013 - May 2014
Groupon May 2011 - March 2013
DePaul University September 2008 - November 2010
Behavioral Research Associates November 2007 - January 2009
Gelber Group July 2006 - August 2007
Morgan Stanley June 2004 - June 2006
Skills
Economics, Stata, Econometrics, Statistics, Financial Modeling, Data Analysis, Financial Analysis, Research, Quantitative Analytics, Bloomberg, Equities, Valuation, Bloomberg Terminal, Portfolio Management, Investments, Financial Markets, Fixed Income, Trading, Economic Research, Risk Management, PowerPoint, VBA, Digital Media, Management, Digital Marketing, Online Advertising, Analytics, Digital Strategy, Social Media
Education
DePaul University 2008 — 2010
Master of Science, Economics & Policy Analysis
DePaul University
Bachelor of Science, Economics
Accuen June 2015 - Present
Accuen June 2014 - June 2015
Accuen March 2013 - May 2014
Groupon May 2011 - March 2013
DePaul University September 2008 - November 2010
Behavioral Research Associates November 2007 - January 2009
Gelber Group July 2006 - August 2007
Morgan Stanley June 2004 - June 2006
Skills
Economics, Stata, Econometrics, Statistics, Financial Modeling, Data Analysis, Financial Analysis, Research, Quantitative Analytics, Bloomberg, Equities, Valuation, Bloomberg Terminal, Portfolio Management, Investments, Financial Markets, Fixed Income, Trading, Economic Research, Risk Management, PowerPoint, VBA, Digital Media, Management, Digital Marketing, Online Advertising, Analytics, Digital Strategy, Social Media
Education
DePaul University 2008 — 2010
Master of Science, Economics & Policy Analysis
DePaul University
Bachelor of Science, Economics
Cara Santori Cara Santori's Morgan Stanley Experience 2005 - 2006
Job Real Estate Banking Senior Underwriter (Vice President)
Industry Real Estate
Experience
JPMorgan Chase April 2013 - Present
JPMorgan Chase August 2010 - Present
JPMorgan Chase August 2008 - February 2010
Morgan Stanley 2005 - 2006
Skills
Forecasting, Valuation, Financial Modeling, Banking, Mergers & Acquisitions, Market Research, Real Estate, Sarbanes-Oxley Act, Credit, Investment Management, Risk Management, Strategic Financial..., Strategy, Mortgage Lending, Trading, Business Analysis, Business Strategy, Cash Management, Securities, Equity Research, Budgets, Financial Services, Accounting, Analytics, Financial Reporting, Microsoft Excel, Competitive Analysis, Variance Analysis, Real Estate Economics, Auditing, Finance, Management Consulting, Market Analysis, Series 7, Alternative Investments, Strategic Planning, Restructuring, Internal Audit, Loans, Data Analysis, Underwriting, Internal Controls, Asset Allocation, Mutual Funds, Financial Accounting, Financial Markets, Analysis, Financial Analysis
Education
DePaul University 2003 — 2007
Finance
Andrean 1999 — 2003
JPMorgan Chase April 2013 - Present
JPMorgan Chase August 2010 - Present
JPMorgan Chase August 2008 - February 2010
Morgan Stanley 2005 - 2006
Skills
Forecasting, Valuation, Financial Modeling, Banking, Mergers & Acquisitions, Market Research, Real Estate, Sarbanes-Oxley Act, Credit, Investment Management, Risk Management, Strategic Financial..., Strategy, Mortgage Lending, Trading, Business Analysis, Business Strategy, Cash Management, Securities, Equity Research, Budgets, Financial Services, Accounting, Analytics, Financial Reporting, Microsoft Excel, Competitive Analysis, Variance Analysis, Real Estate Economics, Auditing, Finance, Management Consulting, Market Analysis, Series 7, Alternative Investments, Strategic Planning, Restructuring, Internal Audit, Loans, Data Analysis, Underwriting, Internal Controls, Asset Allocation, Mutual Funds, Financial Accounting, Financial Markets, Analysis, Financial Analysis
Education
DePaul University 2003 — 2007
Finance
Andrean 1999 — 2003
Kris Samiec Kris Samiec's Morgan Stanley Experience January 1997 - September 2005
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2011 - Present
VALIC October 2010 - October 2011
JPMorgan Chase September 2005 - December 2006
Morgan Stanley January 1997 - September 2005
Chatfield Dean July 1995 - December 1996
Vedder Price 1991 - 1994
Education
DePaul University 1990 — 1995
B.S., Economics & Finance
Markham Park Elementary
PNC Investments November 2011 - Present
VALIC October 2010 - October 2011
JPMorgan Chase September 2005 - December 2006
Morgan Stanley January 1997 - September 2005
Chatfield Dean July 1995 - December 1996
Vedder Price 1991 - 1994
Education
DePaul University 1990 — 1995
B.S., Economics & Finance
Markham Park Elementary
Nida Salahuddin-Mohler Nida Salahuddin-Mohler's Morgan Stanley Experience April 2004 - June 2004
Job Attorney and Owner at Salahuddin Mohler; Licensed in Illinois and Ohio
Industry Law Practice
Experience
The Law Office of Salahuddin Mohler May 2013 - Present
Donovan and Watkins August 2011 - December 2011
Clutch Group, LLC June 2011 - August 2011
Robert Half Legal May 2011 - May 2011
Washtenaw Public Defenders Clinic May 2010 - August 2010
Judge Aquilina May 2010 - July 2010
Baxter Credit Union May 2006 - April 2007
Donlen Corporation August 2004 - May 2006
Morgan Stanley April 2004 - June 2004
Attorney Kenneth L. Schwartz June 2003 - April 2004
Skills
Legal Writing, Trials, Criminal Law, Legal Research, Litigation
Education
Thomas M. Cooley Law School 2007 — 2010
Juris Doctor, Litigation
DePaul University 2001 — 2004
Bachelors, Finance and Accounting
The Law Office of Salahuddin Mohler May 2013 - Present
Donovan and Watkins August 2011 - December 2011
Clutch Group, LLC June 2011 - August 2011
Robert Half Legal May 2011 - May 2011
Washtenaw Public Defenders Clinic May 2010 - August 2010
Judge Aquilina May 2010 - July 2010
Baxter Credit Union May 2006 - April 2007
Donlen Corporation August 2004 - May 2006
Morgan Stanley April 2004 - June 2004
Attorney Kenneth L. Schwartz June 2003 - April 2004
Skills
Legal Writing, Trials, Criminal Law, Legal Research, Litigation
Education
Thomas M. Cooley Law School 2007 — 2010
Juris Doctor, Litigation
DePaul University 2001 — 2004
Bachelors, Finance and Accounting
Janet Larchey Janet Larchey's Morgan Stanley Experience January 2015 - Present
Job Wealth Management Associate
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley August 2014 - January 2015
Morgan Stanley April 2014 - August 2014
Rodale Inc. February 2014 - April 2014
Rodale September 2011 - February 2014
Morgan Stanley Private Wealth Management March 2010 - September 2011
Morgan Stanley Smith Barney June 2004 - March 2010
Citi Smith Barney November 2002 - June 2004
Skills
Sports Marketing, Marketing Strategy, Advertising Sales, Advertising, Event Management, Event Planning, Investments, Portfolio Management, Asset Allocation, Financial Analysis, PowerPoint, New Business Development, Management
Education
DePaul University 2000 — 2004
Bachelor of Sciences, Commerce; Finance/Marketing
Morgan Stanley January 2015 - Present
Morgan Stanley August 2014 - January 2015
Morgan Stanley April 2014 - August 2014
Rodale Inc. February 2014 - April 2014
Rodale September 2011 - February 2014
Morgan Stanley Private Wealth Management March 2010 - September 2011
Morgan Stanley Smith Barney June 2004 - March 2010
Citi Smith Barney November 2002 - June 2004
Skills
Sports Marketing, Marketing Strategy, Advertising Sales, Advertising, Event Management, Event Planning, Investments, Portfolio Management, Asset Allocation, Financial Analysis, PowerPoint, New Business Development, Management
Education
DePaul University 2000 — 2004
Bachelor of Sciences, Commerce; Finance/Marketing
Jennifer Deniz Jennifer Deniz's Morgan Stanley Experience April 2003 - June 2004
Job Senior Principal at Quick Leonard Kieffer
Industry Staffing and Recruiting
Experience
Quick Leonard Kieffer August 2009 - Present
Slayton Search Partners August 2007 - May 2009
Protiviti, Inc. June 2004 - July 2007
Morgan Stanley April 2003 - June 2004
DePaul University November 2001 - September 2003
Education
DePaul University
BS, Double major in Finance & Marketing
Quick Leonard Kieffer August 2009 - Present
Slayton Search Partners August 2007 - May 2009
Protiviti, Inc. June 2004 - July 2007
Morgan Stanley April 2003 - June 2004
DePaul University November 2001 - September 2003
Education
DePaul University
BS, Double major in Finance & Marketing
Josh Crea Josh Crea's Morgan Stanley Experience January 2005 - November 2005
Job Project Manager
Industry Financial Services
Experience
Charles River Development March 2014 - Present
Accruent December 2012 - March 2014
Thomson Reuters August 2011 - April 2012
Thomson Reuters January 2005 - September 2011
Morgan Stanley January 2005 - November 2005
Refco Trading Systems August 2004 - January 2005
Trading Technologies International, Inc. 2002 - 2004
SCHONFELD SECURITIES LLC January 2000 - January 2002
Skills
Project Management, Change Management, Process Improvement, Financial Services, Market Data, Microsoft Project, Microsoft SQL Server, Leadership, Equities, Financial Markets, Management, Electronic Trading, Account Management, Strategy, Strategic Partnerships, Trading Systems, Business Intelligence, Proprietary Trading, Salesforce.com, Trading, Fixed Income, Portfolio Management, Selling, Sales Process, FX Options, Sales, Pre-sales, Consultative Selling, Solutions Marketing, Derivatives, Mobility Solutions, SharePoint, CMMS, JIRA, Training, Sales Operations
Education
DePaul University 1996 — 2000
Bachelor of Science, Biology
Hoffman Estates High School 1992 — 1996
Charles River Development March 2014 - Present
Accruent December 2012 - March 2014
Thomson Reuters August 2011 - April 2012
Thomson Reuters January 2005 - September 2011
Morgan Stanley January 2005 - November 2005
Refco Trading Systems August 2004 - January 2005
Trading Technologies International, Inc. 2002 - 2004
SCHONFELD SECURITIES LLC January 2000 - January 2002
Skills
Project Management, Change Management, Process Improvement, Financial Services, Market Data, Microsoft Project, Microsoft SQL Server, Leadership, Equities, Financial Markets, Management, Electronic Trading, Account Management, Strategy, Strategic Partnerships, Trading Systems, Business Intelligence, Proprietary Trading, Salesforce.com, Trading, Fixed Income, Portfolio Management, Selling, Sales Process, FX Options, Sales, Pre-sales, Consultative Selling, Solutions Marketing, Derivatives, Mobility Solutions, SharePoint, CMMS, JIRA, Training, Sales Operations
Education
DePaul University 1996 — 2000
Bachelor of Science, Biology
Hoffman Estates High School 1992 — 1996
Sarah McDowell Sarah McDowell's Morgan Stanley Experience June 1996 - September 1998
Job Commodity Risk Manager at BP
Industry Oil & Energy
Experience
BP May 2010 - Present
BP January 2009 - May 2010
BP January 2007 - May 2008
BP August 2005 - January 2007
BP December 1999 - August 2005
Federal Home Loan Bank of Chicago September 1998 - December 1999
Morgan Stanley June 1996 - September 1998
Skills
Oil, Energy, Natural Gas, Risk Management, Energy Trading, Commodity Markets, Commodity, Internal Controls, Change Management, Product Control, Petroleum, Project Planning, Internal Audit, Gas, Trading, Energy Markets, Hedging, Energy Industry, Management, Oil, Finance, Business Process...
Education
DePaul University 1993 — 1996
BS, Finance
BP May 2010 - Present
BP January 2009 - May 2010
BP January 2007 - May 2008
BP August 2005 - January 2007
BP December 1999 - August 2005
Federal Home Loan Bank of Chicago September 1998 - December 1999
Morgan Stanley June 1996 - September 1998
Skills
Oil, Energy, Natural Gas, Risk Management, Energy Trading, Commodity Markets, Commodity, Internal Controls, Change Management, Product Control, Petroleum, Project Planning, Internal Audit, Gas, Trading, Energy Markets, Hedging, Energy Industry, Management, Oil, Finance, Business Process...
Education
DePaul University 1993 — 1996
BS, Finance
Monica Blocker's Morgan Stanley Experience June 2009 - December 2010
Job Institutional Sales at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors June 2014 - Present
Nuveen Investments February 2012 - May 2014
Nuveen Investments December 2010 - February 2012
Morgan Stanley June 2009 - December 2010
Skills
Mutual Funds, Separately Managed..., Closed End Funds, Series 7, Series 66, Municipal Bonds, Equities, Taxable Fixed Income, Securities, Finance, Trading, Investment Strategies, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Behavioral Finance
DePaul University 2006 — 2010
Bachelor of Science (B.S.), Finance
Geneva Advisors June 2014 - Present
Nuveen Investments February 2012 - May 2014
Nuveen Investments December 2010 - February 2012
Morgan Stanley June 2009 - December 2010
Skills
Mutual Funds, Separately Managed..., Closed End Funds, Series 7, Series 66, Municipal Bonds, Equities, Taxable Fixed Income, Securities, Finance, Trading, Investment Strategies, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Behavioral Finance
DePaul University 2006 — 2010
Bachelor of Science (B.S.), Finance
Jack Starkey Jack Starkey's Morgan Stanley Experience 2013 - Present
Job Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2013 - Present
London & Partners January 2012 - April 2012
Skills
CRM, Microsoft Excel, Market Research, PowerPoint, Financial Analysis, Microsoft Office, Business Strategy, Social Media, Customer Service, Microsoft Word, HTML, Editing, Photoshop, English, International Relations, Cold Calling
Education
DePaul University 2010 — 2014
Bachelor of Science (BS), Finance and Economics
University of Westminster 2012 — 2012
Business
Morgan Stanley 2013 - Present
London & Partners January 2012 - April 2012
Skills
CRM, Microsoft Excel, Market Research, PowerPoint, Financial Analysis, Microsoft Office, Business Strategy, Social Media, Customer Service, Microsoft Word, HTML, Editing, Photoshop, English, International Relations, Cold Calling
Education
DePaul University 2010 — 2014
Bachelor of Science (BS), Finance and Economics
University of Westminster 2012 — 2012
Business
Tatiana Lampley's Morgan Stanley Experience December 2014 - September 2015
Job Finance Leadership Program Analyst at Aon
Industry Sports
Experience
Aon September 2015 - Present
Morgan Stanley December 2014 - September 2015
The Ray Meyer Fitness and Recreation Center June 2014 - June 2015
The Ray Meyer Fitness and Recreation Center May 2013 - June 2015
Nike October 2013 - January 2014
KPMG US June 2013 - September 2013
DePaul University September 2011 - June 2013
Walgreens April 2011 - September 2011
Skills
Connecting People, Organization, Event Planning, Money, Intercollegiate..., Athletic Facilities, Cashiering, Laundry, Customer Satisfaction, Customer Service, Facebook, Leadership, Process Scheduler, Sales, Social Networking, Sports, Teamwork, Time Management
Education
DePaul University 2011 — 2015
Accounting and Finance
Aon September 2015 - Present
Morgan Stanley December 2014 - September 2015
The Ray Meyer Fitness and Recreation Center June 2014 - June 2015
The Ray Meyer Fitness and Recreation Center May 2013 - June 2015
Nike October 2013 - January 2014
KPMG US June 2013 - September 2013
DePaul University September 2011 - June 2013
Walgreens April 2011 - September 2011
Skills
Connecting People, Organization, Event Planning, Money, Intercollegiate..., Athletic Facilities, Cashiering, Laundry, Customer Satisfaction, Customer Service, Facebook, Leadership, Process Scheduler, Sales, Social Networking, Sports, Teamwork, Time Management
Education
DePaul University 2011 — 2015
Accounting and Finance
Michael B. Russin's Morgan Stanley Experience December 2010 - June 2012
Job CoFounder at PharmRx Group, LLC
Industry Pharmaceuticals
Experience
PharmRx Group, LLC May 2015 - Present
Altair Advisers June 2012 - May 2015
Morgan Stanley December 2010 - June 2012
Klarian Capital Group January 2010 - August 2011
Longreach Capital July 2010 - February 2011
Morgan Stanley April 2010 - December 2010
Skills
Investment Banking, Due Diligence, Financial Modeling, DCF Valuation, Legal Research, Risk Management, Investment Management, Excel, PowerPoint, Microsoft Office, Equity Research, Equities, Private Equity, Alternative Investments, Hedge Funds, Fixed Income, ETFs, Derivatives, Separately Managed..., Finance, Investments, Valuation, Microsoft Excel
Education
DePaul University 2008 — 2012
B.S. in Finance, Accounting and Finance
PharmRx Group, LLC May 2015 - Present
Altair Advisers June 2012 - May 2015
Morgan Stanley December 2010 - June 2012
Klarian Capital Group January 2010 - August 2011
Longreach Capital July 2010 - February 2011
Morgan Stanley April 2010 - December 2010
Skills
Investment Banking, Due Diligence, Financial Modeling, DCF Valuation, Legal Research, Risk Management, Investment Management, Excel, PowerPoint, Microsoft Office, Equity Research, Equities, Private Equity, Alternative Investments, Hedge Funds, Fixed Income, ETFs, Derivatives, Separately Managed..., Finance, Investments, Valuation, Microsoft Excel
Education
DePaul University 2008 — 2012
B.S. in Finance, Accounting and Finance
Nick William's Morgan Stanley Experience January 2013 - Present
Job Business Professional at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley January 2013 - Present
Invisa llc November 2007 - December 2012
Skills
Investments, Marketing, Management, Portfolio Management, Sales, Financial Planning, Wealth Management, Investment Management
Education
DePaul University
Bachelor of Science, Marketing; Sales Leadership
Stevenson High school
Morgan Stanley January 2013 - Present
Invisa llc November 2007 - December 2012
Skills
Investments, Marketing, Management, Portfolio Management, Sales, Financial Planning, Wealth Management, Investment Management
Education
DePaul University
Bachelor of Science, Marketing; Sales Leadership
Stevenson High school
Abigail Witczak's Morgan Stanley Experience September 2015 - Present
Job Student at DePaul University majoring in Honors Finance and minoring in Accountancy
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Cortland Capital Market Services LLC 2015 - Present
1237 West August 2014 - Present
DePaul University September 2013 - Present
DePaul University August 2013 - Present
DePaul University August 2013 - Present
DePaul University August 2012 - June 2013
Skills
Time Management, Customer Service, Social Media, Microsoft Office, PowerPoint, Photoshop, Teamwork, Microsoft Excel, Microsoft Word, Facebook, Twitter, Emergency Management, Organization Skills, Editing, Communication, Team Leadership
Education
DePaul University 2012 — 2016
Accounting and Finance, Senior
Resurrection College Prep High School 2008 — 2012
High School
Morgan Stanley September 2015 - Present
Cortland Capital Market Services LLC 2015 - Present
1237 West August 2014 - Present
DePaul University September 2013 - Present
DePaul University August 2013 - Present
DePaul University August 2013 - Present
DePaul University August 2012 - June 2013
Skills
Time Management, Customer Service, Social Media, Microsoft Office, PowerPoint, Photoshop, Teamwork, Microsoft Excel, Microsoft Word, Facebook, Twitter, Emergency Management, Organization Skills, Editing, Communication, Team Leadership
Education
DePaul University 2012 — 2016
Accounting and Finance, Senior
Resurrection College Prep High School 2008 — 2012
High School
David Borman's Morgan Stanley Experience January 2014 - December 2014
Job Derivatives and Forex Products Marketing Associate at PhillipCapital
Industry Financial Services
Experience
PhillipCapital December 2014 - June 2015
Morgan Stanley January 2014 - December 2014
McGraw-Hill Education January 2010 - November 2014
TMF Custom House Global Fund Services 2007 - 2009
Public Accounting Industry 2004 - 2007
Merrill Lynch June 2000 - November 2000
DWS Investments June 1999 - June 2000
Skills
Series 7, Series 66, Series 3, Series 34, Lacerte, Excel Models, Excel Macro Design, Matlab, Statistical Data...
Education
Northcentral University 2015 — 2018
Doctor of Philosophy (PhD), Finance and Financial Management Services
Stanford University 2015 — 2016
Mathematics, Logic & Game Theory
DePaul University 2009 — 2010
US Corporation, Closely Held Corporation, & Partnership Taxation
Northwestern University 2008 — 2009
Financial Modeling/Financial Institutions
DePaul University 2004 — 2006
MScAccounting
Southern Illinois University, Carbondale 1995 — 1999
BS Finance
PhillipCapital December 2014 - June 2015
Morgan Stanley January 2014 - December 2014
McGraw-Hill Education January 2010 - November 2014
TMF Custom House Global Fund Services 2007 - 2009
Public Accounting Industry 2004 - 2007
Merrill Lynch June 2000 - November 2000
DWS Investments June 1999 - June 2000
Skills
Series 7, Series 66, Series 3, Series 34, Lacerte, Excel Models, Excel Macro Design, Matlab, Statistical Data...
Education
Northcentral University 2015 — 2018
Doctor of Philosophy (PhD), Finance and Financial Management Services
Stanford University 2015 — 2016
Mathematics, Logic & Game Theory
DePaul University 2009 — 2010
US Corporation, Closely Held Corporation, & Partnership Taxation
Northwestern University 2008 — 2009
Financial Modeling/Financial Institutions
DePaul University 2004 — 2006
MScAccounting
Southern Illinois University, Carbondale 1995 — 1999
BS Finance
Gemma Berto Gemma Berto's Morgan Stanley Experience August 2013 - May 2014
Job Partner, Scene Television Network
Industry Entertainment
Experience
Scene Television Network July 2015 - Present
Morgan Stanley August 2013 - May 2014
Ernst & Young June 2013 - August 2013
Baird and Warner June 2011 - July 2011
Deborah Beaty, DDS September 2010 - March 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Accounting, Data Entry, Data Analysis, Public Speaking, Customer Service, Financial Analysis, Critical Thinking, Critical Reading, Financial Statement..., Access, Financial Modeling, QuickBooks, Auditing, Social Media, Leadership
Education
DePaul University 2012 — 2014
Bachelor of Science (B.S.), Accountancy and Finance, 3.97
Glenbrook South High School 2006 — 2010
Scene Television Network July 2015 - Present
Morgan Stanley August 2013 - May 2014
Ernst & Young June 2013 - August 2013
Baird and Warner June 2011 - July 2011
Deborah Beaty, DDS September 2010 - March 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Accounting, Data Entry, Data Analysis, Public Speaking, Customer Service, Financial Analysis, Critical Thinking, Critical Reading, Financial Statement..., Access, Financial Modeling, QuickBooks, Auditing, Social Media, Leadership
Education
DePaul University 2012 — 2014
Bachelor of Science (B.S.), Accountancy and Finance, 3.97
Glenbrook South High School 2006 — 2010
Kyle O'Brien Kyle O'Brien's Morgan Stanley Experience August 2004 - October 2004
Job Solution Engineer at Allstate
Industry Computer Networking
Experience
Allstate November 2012 - Present
Scalp Trade February 2009 - November 2012
Simplex Investments July 2005 - February 2009
YJT Solutions January 2005 - July 2005
Morgan Stanley August 2004 - October 2004
Skills
Windows Server, Linux, Cisco IOS, Cisco Technologies, Data Center, DNS, Network Security, Servers, Network Administration, Windows 7, Routing, Switches, Iptables, DHCP, Arista, Infiniband, CentOS, Ubuntu, Multicast, TCP/IP, Options, Electronic Trading, Network Engineering, VPN, Firewalls, Network Architecture, SDLC, Cisco Routers, WAN, VMware ESX, ITIL, Solution Architecture, Networking, Virtualization, Routers, SAN, Disaster Recovery, Enterprise Architecture, Security, Vendor Management, Cloud Computing, Active Directory
Education
DePaul University 2000 — 2005
B.S Computer Science, Network Technologies
Allstate November 2012 - Present
Scalp Trade February 2009 - November 2012
Simplex Investments July 2005 - February 2009
YJT Solutions January 2005 - July 2005
Morgan Stanley August 2004 - October 2004
Skills
Windows Server, Linux, Cisco IOS, Cisco Technologies, Data Center, DNS, Network Security, Servers, Network Administration, Windows 7, Routing, Switches, Iptables, DHCP, Arista, Infiniband, CentOS, Ubuntu, Multicast, TCP/IP, Options, Electronic Trading, Network Engineering, VPN, Firewalls, Network Architecture, SDLC, Cisco Routers, WAN, VMware ESX, ITIL, Solution Architecture, Networking, Virtualization, Routers, SAN, Disaster Recovery, Enterprise Architecture, Security, Vendor Management, Cloud Computing, Active Directory
Education
DePaul University 2000 — 2005
B.S Computer Science, Network Technologies
Nev Fazlioski's Morgan Stanley Experience February 2011 - September 2011
Job Director at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group May 2015 - Present
TS Capital, LLC January 2014 - April 2015
Deutsche Bank February 2012 - January 2014
John Hancock Life Insurance Company (U.S.A.) September 2011 - February 2012
Morgan Stanley February 2011 - September 2011
Merrill Lynch August 2010 - February 2011
Skills
Series 7, Series 63, Investments, Portfolio Management, Mutual Funds, ETFs, Alternative Investments, Private Equity, Asset Management, Wealth Management, Finance, Financial Analysis, Financial Services, Retirement Planning, Retirement
Education
DePaul University 2006 — 2011
Finance, Buisness
Janus Capital Group May 2015 - Present
TS Capital, LLC January 2014 - April 2015
Deutsche Bank February 2012 - January 2014
John Hancock Life Insurance Company (U.S.A.) September 2011 - February 2012
Morgan Stanley February 2011 - September 2011
Merrill Lynch August 2010 - February 2011
Skills
Series 7, Series 63, Investments, Portfolio Management, Mutual Funds, ETFs, Alternative Investments, Private Equity, Asset Management, Wealth Management, Finance, Financial Analysis, Financial Services, Retirement Planning, Retirement
Education
DePaul University 2006 — 2011
Finance, Buisness
Tiffany Perez's Morgan Stanley Experience January 2010 - May 2010
Job Asset Maintenance Sr. Analyst at Allstate
Industry Insurance
Experience
Allstate July 2014 - Present
Allstate March 2013 - July 2014
Allstate March 2012 - March 2013
Allstate January 2011 - March 2012
Morgan Stanley January 2010 - May 2010
Skills
Cash Flow Forecasting, SunGard ResIQ Treasury..., Weiland Bank..., Account Analysis, SAP, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Windows XP, Internet Explorer, Customer Service, Retail, Marketing, Financial Analysis, Insurance, Investments, Finance, Analysis, Cash Management, Risk Management, Banking, Portfolio Management
Education
DePaul University 2006 — 2010
Bachelor of Science (B.S.), Finance
Allstate July 2014 - Present
Allstate March 2013 - July 2014
Allstate March 2012 - March 2013
Allstate January 2011 - March 2012
Morgan Stanley January 2010 - May 2010
Skills
Cash Flow Forecasting, SunGard ResIQ Treasury..., Weiland Bank..., Account Analysis, SAP, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Windows XP, Internet Explorer, Customer Service, Retail, Marketing, Financial Analysis, Insurance, Investments, Finance, Analysis, Cash Management, Risk Management, Banking, Portfolio Management
Education
DePaul University 2006 — 2010
Bachelor of Science (B.S.), Finance
Jacqueline Malacha Jacqueline Malacha's Morgan Stanley Experience May 2011 - Present
Job Corporate Event Planner at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley May 2011 - Present
Morgan Stanley Smith Barney October 2010 - April 2011
Citi Group November 2008 - January 2009
Skills
Marketing Strategy, Brand Development, Event Planning, Sales, Marketing, Email Marketing, Social Media Marketing, Social Media, Facebook, Market Research
Education
DePaul University 2008 — 2012
Bachelor of Science in Commerce, Dual Major in Marketing and Management
Morgan Stanley May 2011 - Present
Morgan Stanley Smith Barney October 2010 - April 2011
Citi Group November 2008 - January 2009
Skills
Marketing Strategy, Brand Development, Event Planning, Sales, Marketing, Email Marketing, Social Media Marketing, Social Media, Facebook, Market Research
Education
DePaul University 2008 — 2012
Bachelor of Science in Commerce, Dual Major in Marketing and Management
Bevon Joseph's Morgan Stanley Experience 1998 - 2001
Job I.T Operations Manager at Achievement Asset Management LLC
Industry Financial Services
Experience
Achievement Asset Management LLC. October 2014 - Present
PEAK6 Advisors December 2011 - October 2014
Chicago Trading Company December 2006 - November 2011
Morgan Stanley 1998 - 2001
Skills
Trading, Trading Systems, Electronic Trading, Equities, Market Data, Options, Financial Markets, Bloomberg, Commodity, Hedging, Asset Managment, Proprietary Trading, Hedge Funds, Electronic Trading..., Unix, SQL, Visio, Exchange Connectivity, Low Latency, Information Technology, Disaster Recovery, Vendor Management, Project Management, Derivatives, SDLC
Education
DePaul University 2014 — 2016
Bachelor's Degree, Information Technology
Diego Martin Government Secondary 1989 — 1994
Achievement Asset Management LLC. October 2014 - Present
PEAK6 Advisors December 2011 - October 2014
Chicago Trading Company December 2006 - November 2011
Morgan Stanley 1998 - 2001
Skills
Trading, Trading Systems, Electronic Trading, Equities, Market Data, Options, Financial Markets, Bloomberg, Commodity, Hedging, Asset Managment, Proprietary Trading, Hedge Funds, Electronic Trading..., Unix, SQL, Visio, Exchange Connectivity, Low Latency, Information Technology, Disaster Recovery, Vendor Management, Project Management, Derivatives, SDLC
Education
DePaul University 2014 — 2016
Bachelor's Degree, Information Technology
Diego Martin Government Secondary 1989 — 1994
Sharon Plattner Sharon Plattner's Morgan Stanley Experience April 2004 - February 2008
Job Director at Freddie Mac
Industry Real Estate
Experience
Freddie Mac May 2015 - Present
Freddie Mac June 2012 - May 2015
Freddie Mac May 2011 - May 2012
Washington Properties, Inc. March 2008 - July 2010
Actualize Consulting 2010 - 2010
Morgan Stanley April 2004 - February 2008
Freddie Mac April 1999 - April 2004
LaSalle Bank June 1997 - April 1999
Skills
Loans, Credit, Analysis, Underwriting, Real Estate Economics, Valuation, Mortgage Lending, Portfolio Management, Due Diligence, Capital Markets, Real Estate, Financial Analysis, Investments, Financial Modeling, Risk Management
Education
DePaul University 2000 — 2002
Master's, Information Systems
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
Bachelor's, Finance
Freddie Mac May 2015 - Present
Freddie Mac June 2012 - May 2015
Freddie Mac May 2011 - May 2012
Washington Properties, Inc. March 2008 - July 2010
Actualize Consulting 2010 - 2010
Morgan Stanley April 2004 - February 2008
Freddie Mac April 1999 - April 2004
LaSalle Bank June 1997 - April 1999
Skills
Loans, Credit, Analysis, Underwriting, Real Estate Economics, Valuation, Mortgage Lending, Portfolio Management, Due Diligence, Capital Markets, Real Estate, Financial Analysis, Investments, Financial Modeling, Risk Management
Education
DePaul University 2000 — 2002
Master's, Information Systems
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
Bachelor's, Finance
Robert Chignoli's Morgan Stanley Experience May 2014 - Present
Job Institutional Equity Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Merrill Lynch July 2013 - March 2014
Entertainment Cruises Inc. June 2013 - August 2013
LA Fitness September 2009 - December 2011
Skills
Sales, Leadership, Management, Finance, Customer Service, Investments, Financial Analysis, Financial Services, Banking, Portfolio Management, Wealth Management, Economics, Equities, Financial Advisory
Education
DePaul University 2010 — 2014
Finance, General
Morgan Stanley May 2014 - Present
Merrill Lynch July 2013 - March 2014
Entertainment Cruises Inc. June 2013 - August 2013
LA Fitness September 2009 - December 2011
Skills
Sales, Leadership, Management, Finance, Customer Service, Investments, Financial Analysis, Financial Services, Banking, Portfolio Management, Wealth Management, Economics, Equities, Financial Advisory
Education
DePaul University 2010 — 2014
Finance, General
Scott Morganegg's Morgan Stanley Experience 2004 - 2005
Job Founder at NINA99.com
Industry Online Media
Experience
NINA99 August 2015 - Present
TouchOfModern January 2014 - July 2014
Groupon July 2011 - January 2014
Groupon July 2010 - July 2011
Morningstar June 2006 - June 2009
Morningstar Italy November 2007 - November 2008
Morgan Stanley 2004 - 2005
Skills
Market Research, Account Management, New Business Development, Marketing Strategy, Amateur Breakdance, E-commerce, Sales, Start-ups, Analytics, Salesforce.com, Competitive Analysis, Online Advertising, Lead Generation, Strategic Partnerships, Digital Marketing, CRM
Education
DePaul University 2002 — 2006
Bachelor of Science (BS), Finance
Yorkville High School
Yorkville High School
NINA99 August 2015 - Present
TouchOfModern January 2014 - July 2014
Groupon July 2011 - January 2014
Groupon July 2010 - July 2011
Morningstar June 2006 - June 2009
Morningstar Italy November 2007 - November 2008
Morgan Stanley 2004 - 2005
Skills
Market Research, Account Management, New Business Development, Marketing Strategy, Amateur Breakdance, E-commerce, Sales, Start-ups, Analytics, Salesforce.com, Competitive Analysis, Online Advertising, Lead Generation, Strategic Partnerships, Digital Marketing, CRM
Education
DePaul University 2002 — 2006
Bachelor of Science (BS), Finance
Yorkville High School
Yorkville High School
Olivia McLeod-Smith Olivia McLeod-Smith's Morgan Stanley Experience January 2015 - May 2015
Job Intern at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - August 2015
Morgan Stanley January 2015 - May 2015
Illinois Republican Party September 2014 - November 2014
Goose Island Beer Company August 2013 - November 2013
Carrabba's Italian Grill August 2010 - August 2013
Skills
Facebook, Time Management, PowerPoint, Outlook, iMovie, Phone Etiquette, Restaurants, Hospitality, Microsoft Word, Social Networking, Customer Service, Telephone Skills, Event Planning, Microsoft Office, Microsoft Excel, Teamwork, Social Media Marketing, Spanish, Event Management, Social Media, Research, Public Speaking, Leadership, Communication, Sales, Photoshop, Marketing Communications, Data Analysis, Management, Marketing, Press Releases, Writing, Public Relations, Editing
Education
DePaul University 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General
Timothy Christian High School 2008 — 2012
JPMorgan Chase & Co. May 2015 - August 2015
Morgan Stanley January 2015 - May 2015
Illinois Republican Party September 2014 - November 2014
Goose Island Beer Company August 2013 - November 2013
Carrabba's Italian Grill August 2010 - August 2013
Skills
Facebook, Time Management, PowerPoint, Outlook, iMovie, Phone Etiquette, Restaurants, Hospitality, Microsoft Word, Social Networking, Customer Service, Telephone Skills, Event Planning, Microsoft Office, Microsoft Excel, Teamwork, Social Media Marketing, Spanish, Event Management, Social Media, Research, Public Speaking, Leadership, Communication, Sales, Photoshop, Marketing Communications, Data Analysis, Management, Marketing, Press Releases, Writing, Public Relations, Editing
Education
DePaul University 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General
Timothy Christian High School 2008 — 2012
Mario Carbonaro Mario Carbonaro's Morgan Stanley Experience April 2015 - August 2015
Job Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - August 2015
Oppenheimer & Co. Inc. May 2014 - August 2014
Hensler Integrated Marketing May 2013 - December 2013
Valve Reconditioning Service May 2012 - August 2012
Skills
Microsoft Excel, Social Media Marketing, Leadership, Social Media, Marketing Strategy, Public Speaking, PowerPoint, Wealth Management, Customer Service, Advertising, Account Management, Marketing, Market Analysis, Marketing Communications, Fixed Income, Microsoft Office, Finance
Education
DePaul University 2011 — 2015
Bachelor of Science (B.S.), Finance
Detroit Catholic Central High School 2007 — 2011
High School Diploma
Morgan Stanley April 2015 - August 2015
Oppenheimer & Co. Inc. May 2014 - August 2014
Hensler Integrated Marketing May 2013 - December 2013
Valve Reconditioning Service May 2012 - August 2012
Skills
Microsoft Excel, Social Media Marketing, Leadership, Social Media, Marketing Strategy, Public Speaking, PowerPoint, Wealth Management, Customer Service, Advertising, Account Management, Marketing, Market Analysis, Marketing Communications, Fixed Income, Microsoft Office, Finance
Education
DePaul University 2011 — 2015
Bachelor of Science (B.S.), Finance
Detroit Catholic Central High School 2007 — 2011
High School Diploma
Jerry Callaghan Jerry Callaghan's Morgan Stanley Experience 2010 - 2012
Job Onsite Business Development Manager at Linde North America
Industry Chemicals
Experience
Linde North America September 2014 - Present
Linde North America February 2012 - September 2014
Morgan Stanley 2010 - 2012
Edward Jones 2006 - 2010
Air Products 1994 - 2006
RPM International Inc. 1988 - 1993
Skills
Negotiation, New Business Development, key account management, Finance, Cross-functional Team..., Business Strategy, Pricing, Forecasting, Process Improvement, Strategic Planning, Key Account Management, Contract Negotiation, Sales, Management, Training, CRM, Product Development, Business Development, Manufacturing, Continuous Improvement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
Master of Business Administration (MBA), Finance, General
Marquette University
Bachelor of Science (BS), Mechanical Engineering
Linde North America September 2014 - Present
Linde North America February 2012 - September 2014
Morgan Stanley 2010 - 2012
Edward Jones 2006 - 2010
Air Products 1994 - 2006
RPM International Inc. 1988 - 1993
Skills
Negotiation, New Business Development, key account management, Finance, Cross-functional Team..., Business Strategy, Pricing, Forecasting, Process Improvement, Strategic Planning, Key Account Management, Contract Negotiation, Sales, Management, Training, CRM, Product Development, Business Development, Manufacturing, Continuous Improvement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
Master of Business Administration (MBA), Finance, General
Marquette University
Bachelor of Science (BS), Mechanical Engineering
Natalie Dunlap Natalie Dunlap's Morgan Stanley Experience May 2015 - Present
Job Global Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Nordstrom June 2013 - January 2015
Skills
Customer Service, Sales Commission, Appointment Scheduling, Long-term Customer..., Inventory Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Sales, Leadership, Event Planning
Education
DePaul University 2013 — 2015
Bachelor of Applied Science (BASc), Finance, General
Morgan Stanley May 2015 - Present
Nordstrom June 2013 - January 2015
Skills
Customer Service, Sales Commission, Appointment Scheduling, Long-term Customer..., Inventory Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Sales, Leadership, Event Planning
Education
DePaul University 2013 — 2015
Bachelor of Applied Science (BASc), Finance, General
Alex Long Alex Long's Morgan Stanley Experience January 2013 - August 2014
Job Tax Intern at PwC
Industry Accounting
Experience
PwC June 2015 - Present
CME Group August 2014 - November 2014
Morgan Stanley January 2013 - August 2014
Bennies Italian Foods August 2011 - January 2013
Hilliard Lyons October 2012 - October 2012
Skills
Leadership, Microsoft Excel, Customer Service, Microsoft Office, Financial Analysis, Communication, Microsoft Word, Finance, Data Analysis, PowerPoint, Bloomberg Terminal, Accounting, Time Management, Analysis, Teamwork, Statistical Data..., Outlook, Team Leadership, Nonprofits, Morningstar, Corporate Tax, Tax, Tax Accounting
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.), Finance Honors and Accounting, 3.93/4.0
PwC June 2015 - Present
CME Group August 2014 - November 2014
Morgan Stanley January 2013 - August 2014
Bennies Italian Foods August 2011 - January 2013
Hilliard Lyons October 2012 - October 2012
Skills
Leadership, Microsoft Excel, Customer Service, Microsoft Office, Financial Analysis, Communication, Microsoft Word, Finance, Data Analysis, PowerPoint, Bloomberg Terminal, Accounting, Time Management, Analysis, Teamwork, Statistical Data..., Outlook, Team Leadership, Nonprofits, Morningstar, Corporate Tax, Tax, Tax Accounting
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.), Finance Honors and Accounting, 3.93/4.0
Bhavik Shah Bhavik Shah's Morgan Stanley Experience January 2011 - July 2012
Job Vice President at MUFG Union Bank
Industry Financial Services
Experience
Union Bank July 2015 - Present
Federal Home Loan Bank of San Francisco September 2014 - July 2015
Federal Home Loan Bank of San Francisco June 2013 - August 2014
Federal Home Loan Bank of San Francisco July 2012 - June 2013
Morgan Stanley January 2011 - July 2012
Morgan Stanley December 2010 - July 2012
Morgan Stanley May 2007 - July 2012
Morgan Stanley February 2010 - February 2011
Morgan Stanley October 2006 - May 2007
JPMorgan Chase February 2006 - September 2006
Skills
Java, Calypso, Databases, Integration, Interest Rate..., Credit Derivatives, Bonds, Total Return Swaps, Options, Derivatives, Fixed Income, SDLC, Management, Shell Scripting, SQL
Education
DePaul University
Master of Science (MS), Computer Science
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Computer Engineering
Union Bank July 2015 - Present
Federal Home Loan Bank of San Francisco September 2014 - July 2015
Federal Home Loan Bank of San Francisco June 2013 - August 2014
Federal Home Loan Bank of San Francisco July 2012 - June 2013
Morgan Stanley January 2011 - July 2012
Morgan Stanley December 2010 - July 2012
Morgan Stanley May 2007 - July 2012
Morgan Stanley February 2010 - February 2011
Morgan Stanley October 2006 - May 2007
JPMorgan Chase February 2006 - September 2006
Skills
Java, Calypso, Databases, Integration, Interest Rate..., Credit Derivatives, Bonds, Total Return Swaps, Options, Derivatives, Fixed Income, SDLC, Management, Shell Scripting, SQL
Education
DePaul University
Master of Science (MS), Computer Science
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Computer Engineering
Michael DiCosola, CFP ® Michael DiCosola, CFP ®'s Morgan Stanley Experience June 1998 - June 1999
Job Senior Vice President, UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2008 - Present
J.P. Morgan January 2001 - May 2008
Morgan Stanley June 1998 - June 1999
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
DePaul University 2002 — 2004
CFP, Certification in Financial Planning
Loyola University Chicago 1995 — 1999
BS, Finance
UBS Wealth Management May 2008 - Present
J.P. Morgan January 2001 - May 2008
Morgan Stanley June 1998 - June 1999
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
DePaul University 2002 — 2004
CFP, Certification in Financial Planning
Loyola University Chicago 1995 — 1999
BS, Finance
Arielle Schwartz Arielle Schwartz's Morgan Stanley Experience July 2015 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Deutschman & Associates, P.C. July 2013 - July 2015
Amy Zier and Associates September 2012 - June 2013
Perchance Kids September 2012 - March 2013
BCBG Max Azria April 2011 - September 2012
Skills
Visual Merchandising, Styling, Fashion, Apparel, Retail Sales, Merchandising, Window Displays, Microsoft Office, Brand Awareness, Outstanding..., Medical Records, Legal Documents, Legal Assistance
Education
DePaul University 2009 — 2013
Bachelor of Arts (B.A.), Human Services Psychology
DePaul University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Morgan Stanley July 2015 - Present
Deutschman & Associates, P.C. July 2013 - July 2015
Amy Zier and Associates September 2012 - June 2013
Perchance Kids September 2012 - March 2013
BCBG Max Azria April 2011 - September 2012
Skills
Visual Merchandising, Styling, Fashion, Apparel, Retail Sales, Merchandising, Window Displays, Microsoft Office, Brand Awareness, Outstanding..., Medical Records, Legal Documents, Legal Assistance
Education
DePaul University 2009 — 2013
Bachelor of Arts (B.A.), Human Services Psychology
DePaul University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Vince Ovardov's Morgan Stanley Experience December 2003 - February 2008
Job Corporate Audit Staff Associate at GE
Industry Information Technology and Services
Experience
GE Healthcare August 2010 - Present
Reverb Capital June 2008 - May 2010
United Survey Service June 2006 - May 2010
Morgan Stanley December 2003 - February 2008
Great American Insurance June 2001 - December 2003
Skills
System Administration, Network Infrastructure, System Monitoring, Vendor Management, Microsoft Applications, Active Directory, Cloverleaf, ADT, Centricity, CPN, QS
Education
DePaul University 2005 — 2007
MS, Computer, Information and Network Security
DePaul University 1998 — 2002
BS, Information Systems
GE Healthcare August 2010 - Present
Reverb Capital June 2008 - May 2010
United Survey Service June 2006 - May 2010
Morgan Stanley December 2003 - February 2008
Great American Insurance June 2001 - December 2003
Skills
System Administration, Network Infrastructure, System Monitoring, Vendor Management, Microsoft Applications, Active Directory, Cloverleaf, ADT, Centricity, CPN, QS
Education
DePaul University 2005 — 2007
MS, Computer, Information and Network Security
DePaul University 1998 — 2002
BS, Information Systems
Eren Hospedales, MBA Eren Hospedales, MBA's Morgan Stanley Experience 2002 - 2003
Job Finance Manager at Diageo
Industry Consumer Goods
Experience
Diageo April 2014 - Present
Diageo September 2011 - April 2014
Kellogg Company March 2010 - September 2011
Kellogg Company November 2007 - March 2010
JP Morgan Chase February 2006 - November 2007
JP Morgan Chase April 2005 - February 2006
JP Morgan Chase June 2004 - April 2005
Morgan Stanley 2002 - 2003
Skills
Financial Analysis, Strategy, Forecasting, Management, Finance, Leadership, Pricing, Competitive Analysis, Managerial Finance, Cross-functional Team..., Budgets, Income Statement, Financial Modeling, Business Planning, P&L Management, Process Improvement, Strategic Financial..., Sales, Mergers & Acquisitions, Hyperion Enterprise, P&L, Financial Planning
Education
Roosevelt University 2007 — 2009
MBA, Accounting, International Business
DePaul University 2000 — 2004
Bachelor of Science, Finance
Hoffman Estates High School
Diageo April 2014 - Present
Diageo September 2011 - April 2014
Kellogg Company March 2010 - September 2011
Kellogg Company November 2007 - March 2010
JP Morgan Chase February 2006 - November 2007
JP Morgan Chase April 2005 - February 2006
JP Morgan Chase June 2004 - April 2005
Morgan Stanley 2002 - 2003
Skills
Financial Analysis, Strategy, Forecasting, Management, Finance, Leadership, Pricing, Competitive Analysis, Managerial Finance, Cross-functional Team..., Budgets, Income Statement, Financial Modeling, Business Planning, P&L Management, Process Improvement, Strategic Financial..., Sales, Mergers & Acquisitions, Hyperion Enterprise, P&L, Financial Planning
Education
Roosevelt University 2007 — 2009
MBA, Accounting, International Business
DePaul University 2000 — 2004
Bachelor of Science, Finance
Hoffman Estates High School
Debbie Sluys's Morgan Stanley Experience May 2007 - August 2011
Job Associate at Greensfelder, Hemker & Gale, P.C.
Industry Law Practice
Experience
Greensfelder, Hemker & Gale, P.C. September 2014 - Present
Western Construction Group January 2014 - May 2014
Greensfelder, Hemker & Gale, P.C. June 2013 - August 2013
Missouri Court of Appeals, Eastern District January 2013 - May 2013
Emerson June 2012 - April 2013
Morgan Stanley May 2007 - August 2011
Education
Saint Louis University School of Law 2011 — 2014
Juris Doctor (J.D.), Concentration in Business Transactions, Valedictorian
DePaul University 2003 — 2007
Bachelor's Degree, Business Administration
Greensfelder, Hemker & Gale, P.C. September 2014 - Present
Western Construction Group January 2014 - May 2014
Greensfelder, Hemker & Gale, P.C. June 2013 - August 2013
Missouri Court of Appeals, Eastern District January 2013 - May 2013
Emerson June 2012 - April 2013
Morgan Stanley May 2007 - August 2011
Education
Saint Louis University School of Law 2011 — 2014
Juris Doctor (J.D.), Concentration in Business Transactions, Valedictorian
DePaul University 2003 — 2007
Bachelor's Degree, Business Administration
Margaret Laska's Morgan Stanley Experience November 2014 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Northern Trust Corporation July 2014 - November 2014
Morgan Stanley October 2013 - July 2014
Belmont Bank and Trust March 2012 - October 2013
Rockit Ranch Productions May 2013 - August 2013
Skills
Financial Analysis, Investments, Leadership, Public Speaking, Financial Modeling
Education
DePaul University 2012 — 2014
Richard Driehaus College of Business: Finance
Morgan Stanley November 2014 - Present
Northern Trust Corporation July 2014 - November 2014
Morgan Stanley October 2013 - July 2014
Belmont Bank and Trust March 2012 - October 2013
Rockit Ranch Productions May 2013 - August 2013
Skills
Financial Analysis, Investments, Leadership, Public Speaking, Financial Modeling
Education
DePaul University 2012 — 2014
Richard Driehaus College of Business: Finance
Josh Hodges's Morgan Stanley Experience September 2014 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Patriot Aquatic Club January 2012 - April 2014
College Works Painting February 2012 - June 2013
Lifetime Fitness May 2011 - August 2011
Skills
Cpr Certified, Project Management, Sales, Direct Marketing, Leadership, PowerPoint, Critical Thinking, Time Management, Microsoft Word, Public Speaking, Microsoft Office, Microsoft Excel, Teamwork, Research, Event Planning, SPSS, Spanish, Customer Service, Sports, Data Entry, Community Outreach, Athletics, Cashiering, Lifeguarding, Coaching, Swimming, Financial Analysis, Corporate Finance, Financial Reporting, Finance
Education
DePaul University 2012 — 2014
Bachelor of Science in Business Administration, Economics, Senior
University of Arizona 2010 — 2012
Pre-Business
Adlai E. Stevenson High School 2006 — 2010
Highschool Diploma
Morgan Stanley September 2014 - Present
Patriot Aquatic Club January 2012 - April 2014
College Works Painting February 2012 - June 2013
Lifetime Fitness May 2011 - August 2011
Skills
Cpr Certified, Project Management, Sales, Direct Marketing, Leadership, PowerPoint, Critical Thinking, Time Management, Microsoft Word, Public Speaking, Microsoft Office, Microsoft Excel, Teamwork, Research, Event Planning, SPSS, Spanish, Customer Service, Sports, Data Entry, Community Outreach, Athletics, Cashiering, Lifeguarding, Coaching, Swimming, Financial Analysis, Corporate Finance, Financial Reporting, Finance
Education
DePaul University 2012 — 2014
Bachelor of Science in Business Administration, Economics, Senior
University of Arizona 2010 — 2012
Pre-Business
Adlai E. Stevenson High School 2006 — 2010
Highschool Diploma
Patrick Finn, CFA Patrick Finn, CFA's Morgan Stanley Experience August 2004 - December 2006
Job Director, Institutional ETF Business Development at Van Eck Global
Industry Financial Services
Experience
Van Eck Global August 2010 - Present
Northern Trust Global Investments August 2009 - July 2010
Goldman Sachs March 2007 - December 2008
Morgan Stanley August 2004 - December 2006
Education
DePaul University 2000 — 2004
Finance & Marketing
Van Eck Global August 2010 - Present
Northern Trust Global Investments August 2009 - July 2010
Goldman Sachs March 2007 - December 2008
Morgan Stanley August 2004 - December 2006
Education
DePaul University 2000 — 2004
Finance & Marketing
Imran Mukati's Morgan Stanley Experience 1997 - 2006
Job Managing Director Global Securities Special Situation/Distressed Globally Published Writer Top 1% viewed profile
Industry Investment Banking
Experience
Fairbridge Capital Markets March 2014 - Present
Andes Capital Group, LLC April 2006 - February 2014
OwnYourHollywood.com January 2012 - January 2014
BlixGift January 2012 - January 2014
RepairHub.com January 2012 - January 2014
Morgan Stanley 1997 - 2006
Rowe Decision Analytics November 1997 - June 2001
LoDan Electronics, Inc. 1996 - 1997
Skills
Emerging Markets, Institutional, Asset, Hedge Funds, Equities, Startup Consulting, TV production, Film Production, Fundraising, Film Finance, Video Production, Start-ups, Fixed Income, Investment Strategies, Investment Management, Asset Management, Alternative Investments, Portfolio Management, Investment Advisory, Investment Banking, Mutual Funds, Series 63, Financial Advisory, Valuation, FINRA, Asset Allocation, Financial Markets, Finance, ETFs, Venture Capital, Securities, Capital Markets, Bonds, Structured Products, Fund Of Funds, Funding, Equity Research, Options, Wealth Management, Equity Trading, Financial Structuring, FX Options, Derivatives, Equity Valuation, Bloomberg, Hedging, Electronic Trading, Structured Finance, Series 24, Private Placements
Education
DePaul University 1997 — 2001
Bachelor of Science, Finance
DePaul University 1997 — 2001
Bachelor of Science, Finance
Buffalo Grove High School 1993 — 1997
High School, General
Fairbridge Capital Markets March 2014 - Present
Andes Capital Group, LLC April 2006 - February 2014
OwnYourHollywood.com January 2012 - January 2014
BlixGift January 2012 - January 2014
RepairHub.com January 2012 - January 2014
Morgan Stanley 1997 - 2006
Rowe Decision Analytics November 1997 - June 2001
LoDan Electronics, Inc. 1996 - 1997
Skills
Emerging Markets, Institutional, Asset, Hedge Funds, Equities, Startup Consulting, TV production, Film Production, Fundraising, Film Finance, Video Production, Start-ups, Fixed Income, Investment Strategies, Investment Management, Asset Management, Alternative Investments, Portfolio Management, Investment Advisory, Investment Banking, Mutual Funds, Series 63, Financial Advisory, Valuation, FINRA, Asset Allocation, Financial Markets, Finance, ETFs, Venture Capital, Securities, Capital Markets, Bonds, Structured Products, Fund Of Funds, Funding, Equity Research, Options, Wealth Management, Equity Trading, Financial Structuring, FX Options, Derivatives, Equity Valuation, Bloomberg, Hedging, Electronic Trading, Structured Finance, Series 24, Private Placements
Education
DePaul University 1997 — 2001
Bachelor of Science, Finance
DePaul University 1997 — 2001
Bachelor of Science, Finance
Buffalo Grove High School 1993 — 1997
High School, General
Julian Pierce Julian Pierce's Morgan Stanley Experience September 2014 - January 2015
Job CD&S Intermediaries Intern
Industry Financial Services
Experience
CME Group May 2015 - Present
DePaul University March 2014 - May 2015
Morgan Stanley September 2014 - January 2015
Skills
Microsoft Excel, Team Leadership, Public Speaking, Sales, Microsoft Word, PowerPoint, Microsoft Office, Social Media, Outlook, Time Management, Teamwork, Social Networking
Education
DePaul University 2012 — 2015
Finance
CME Group May 2015 - Present
DePaul University March 2014 - May 2015
Morgan Stanley September 2014 - January 2015
Skills
Microsoft Excel, Team Leadership, Public Speaking, Sales, Microsoft Word, PowerPoint, Microsoft Office, Social Media, Outlook, Time Management, Teamwork, Social Networking
Education
DePaul University 2012 — 2015
Finance
Anju Vaid, M.A.'s Morgan Stanley Experience August 2006 - May 2007
Job Category Management Analyst at Topco Associates LLC
Industry Consumer Goods
Experience
Topco Associates LLC May 2013 - Present
Topco Associates LLC March 2011 - May 2013
Topco Associates LLC August 2008 - March 2011
Morgan Stanley August 2006 - May 2007
RPM Advertising December 2005 - May 2006
WLS/ABC TV August 2005 - December 2005
Skills
Logistics, Analysis, Microsoft Excel, Marketing, Customer Service, Microsoft Office, Public Relations, Advertising, Event Management, Market Research, Editing, Marketing Communications, Access, Social Media, Microsoft Word, PowerPoint, PeopleSoft, AS400 system, Great Plains Software, Corporate Communications, Grocery Industry, Food Industry, SAP, Product Innovation, Pricing, Pricing Analysis, Project Management, CPG Industry, Private Label, Business Strategy, Budgets, Journalism, Outlook, Strategic Planning, Program Management, Retail Category..., Category Insights, Research, Sales, Teamwork, Writing
Education
DePaul University 2010 — 2012
Masters, Public Relations & Advertising
University of Illinois at Chicago 2002 — 2006
Bachelor of Arts; Bachelor of Arts, Communication; Sociology and Criminal Justice
Topco Associates LLC May 2013 - Present
Topco Associates LLC March 2011 - May 2013
Topco Associates LLC August 2008 - March 2011
Morgan Stanley August 2006 - May 2007
RPM Advertising December 2005 - May 2006
WLS/ABC TV August 2005 - December 2005
Skills
Logistics, Analysis, Microsoft Excel, Marketing, Customer Service, Microsoft Office, Public Relations, Advertising, Event Management, Market Research, Editing, Marketing Communications, Access, Social Media, Microsoft Word, PowerPoint, PeopleSoft, AS400 system, Great Plains Software, Corporate Communications, Grocery Industry, Food Industry, SAP, Product Innovation, Pricing, Pricing Analysis, Project Management, CPG Industry, Private Label, Business Strategy, Budgets, Journalism, Outlook, Strategic Planning, Program Management, Retail Category..., Category Insights, Research, Sales, Teamwork, Writing
Education
DePaul University 2010 — 2012
Masters, Public Relations & Advertising
University of Illinois at Chicago 2002 — 2006
Bachelor of Arts; Bachelor of Arts, Communication; Sociology and Criminal Justice
Roman Berkusenko, MBA's Morgan Stanley Experience September 2003 - December 2003
Job Registered Sales & Client Service Associate | Personal Financial Planning | Investments | LION | romchik4@hotmail.com
Industry Financial Services
Experience
DePaul University January 2013 - December 2013
Edward Jones August 2012 - January 2013
US Foods July 2008 - August 2012
Wells Fargo & Co. July 2007 - July 2008
CNA Financial Corporation June 2004 - July 2007
Make-A-Wish Foundation January 2004 - May 2004
Morgan Stanley September 2003 - December 2003
Skills
Analysis, Process Improvement, Finance, Leadership, Microsoft Word, Personal Financial..., Investments, Microsoft Office, Microsoft Excel, Personal Finance, Financial Literacy..., Financial Education, Financial Planners, Wealth Management..., Holistic Financial..., Investment Strategies, Financial Management..., Income Protection, Strategic Financial..., Financial Advising, Wealth Management, Financial Advisory, Manage Client..., Investment Analysis, Portfolio Reporting, Investment Portfolio, Client Service Oriented, Client Education, Series 7, Series 66, Illinois Life & Health..., Life & Health Insurance..., Life & Health Licenses, Financial Services, Investment Properties, Morningstar, Morningstar Advisor..., S&P, ThomsonOne, Morningstar Direct, MBA, Microsoft Office 2007, Thompson One, CRM, Mutual Funds, ETFs, Asset Allocation, 401k, Stocks, Bonds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2013
Master of Business Administration (M.B.A.), Behavioral Finance & Entrepreneurship, 3.97
DePaul University 2000 — 2004
B.S., Finance Honors & E-Business Technology, 3.7
DePaul University January 2013 - December 2013
Edward Jones August 2012 - January 2013
US Foods July 2008 - August 2012
Wells Fargo & Co. July 2007 - July 2008
CNA Financial Corporation June 2004 - July 2007
Make-A-Wish Foundation January 2004 - May 2004
Morgan Stanley September 2003 - December 2003
Skills
Analysis, Process Improvement, Finance, Leadership, Microsoft Word, Personal Financial..., Investments, Microsoft Office, Microsoft Excel, Personal Finance, Financial Literacy..., Financial Education, Financial Planners, Wealth Management..., Holistic Financial..., Investment Strategies, Financial Management..., Income Protection, Strategic Financial..., Financial Advising, Wealth Management, Financial Advisory, Manage Client..., Investment Analysis, Portfolio Reporting, Investment Portfolio, Client Service Oriented, Client Education, Series 7, Series 66, Illinois Life & Health..., Life & Health Insurance..., Life & Health Licenses, Financial Services, Investment Properties, Morningstar, Morningstar Advisor..., S&P, ThomsonOne, Morningstar Direct, MBA, Microsoft Office 2007, Thompson One, CRM, Mutual Funds, ETFs, Asset Allocation, 401k, Stocks, Bonds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2013
Master of Business Administration (M.B.A.), Behavioral Finance & Entrepreneurship, 3.97
DePaul University 2000 — 2004
B.S., Finance Honors & E-Business Technology, 3.7
Chris Leshock Chris Leshock's Morgan Stanley Experience June 2000 - May 2004
Job Equity Analyst at Perkins Investment Management
Industry Financial Services
Experience
Perkins Investment Management June 2004 - April 2015
Morgan Stanley June 2000 - May 2004
Resource Data International RDI (now Platt's/McGraw Hill) June 1995 - June 2000
Skills
Stock Picking, Asset Management, Equities, Valuation, Financial Modeling, Forecasting, Financial Analysis, Equity Research, Equity Valuation, Fundamental Research, Industry Analysis, Value Investing, Bloomberg, Factset, Risk Management, Asset Managment, Capital Markets, Strategic Planning, Fixed Income, Investments, Mutual Funds, Portfolio Management, Competitive Analysis, Research, Hedge Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, Finance
Marquette University 1987 — 1991
Bachelor's Degree, Accounting
Perkins Investment Management June 2004 - April 2015
Morgan Stanley June 2000 - May 2004
Resource Data International RDI (now Platt's/McGraw Hill) June 1995 - June 2000
Skills
Stock Picking, Asset Management, Equities, Valuation, Financial Modeling, Forecasting, Financial Analysis, Equity Research, Equity Valuation, Fundamental Research, Industry Analysis, Value Investing, Bloomberg, Factset, Risk Management, Asset Managment, Capital Markets, Strategic Planning, Fixed Income, Investments, Mutual Funds, Portfolio Management, Competitive Analysis, Research, Hedge Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, Finance
Marquette University 1987 — 1991
Bachelor's Degree, Accounting
Stephen Wolf's Morgan Stanley Experience September 2003 - June 2004
Job Production Finance & Estimating at HBO
Industry Entertainment
Experience
HBO September 2012 - Present
HBO July 2011 - September 2012
Intrepid Pictures June 2008 - July 2011
Endeavor Agency March 2007 - June 2008
Signature Days November 2004 - January 2007
Morgan Stanley September 2003 - June 2004
Skills
Entertainment, Financial Modeling, Financial Analysis, Strategic Planning, Budgets, Strategy, Television, Feature Films, Comedy, Film, Screenwriting, Finance, New Media, Entrepreneurship, Marketing, Social Media Marketing, Film Production, Digital Media, Copywriting, Video Production, Social Media, Corporate Finance, Social Networking
Education
DePaul University 2000 — 2004
B.S., Finance Honors Program
HBO September 2012 - Present
HBO July 2011 - September 2012
Intrepid Pictures June 2008 - July 2011
Endeavor Agency March 2007 - June 2008
Signature Days November 2004 - January 2007
Morgan Stanley September 2003 - June 2004
Skills
Entertainment, Financial Modeling, Financial Analysis, Strategic Planning, Budgets, Strategy, Television, Feature Films, Comedy, Film, Screenwriting, Finance, New Media, Entrepreneurship, Marketing, Social Media Marketing, Film Production, Digital Media, Copywriting, Video Production, Social Media, Corporate Finance, Social Networking
Education
DePaul University 2000 — 2004
B.S., Finance Honors Program
Nick Bundy's Morgan Stanley Experience 1995 - 1998
Job
Industry Information Technology and Services
Experience
NJB Sales, Inc. 2008 - Present
CDW 1998 - 2008
Morgan Stanley 1995 - 1998
Education
DePaul University 1992 — 1996
Bachelor of Science, Finance (Major), Psychology (Minor)
NJB Sales, Inc. 2008 - Present
CDW 1998 - 2008
Morgan Stanley 1995 - 1998
Education
DePaul University 1992 — 1996
Bachelor of Science, Finance (Major), Psychology (Minor)
Yars Tsaytak's Morgan Stanley Experience 1900 - June 2007
Job Tech Lead
Industry Information Technology and Services
Experience
Computronix June 2015 - Present
JPMorgan Chase & Co. August 2010 - June 2015
Safesoft International June 2007 - August 2010
Morgan Stanley 1900 - June 2007
Skills
.NET, SDLC, Agile Methodologies, Microsoft SQL Server, SQL, Enterprise Architecture, Requirements Analysis, Software Development, Data Warehousing, Software Project..., SOA, WCF, Web Services, XML, Database Design, Web Applications, Business Intelligence, C#, ASP.NET, Data Modeling, Requirements Gathering, IT Strategy, Solution Architecture, JavaScript, Databases, Scrum, Visio, Architecture, E-commerce, Visual Studio, IIS, TFS, T-SQL, VB.NET, UML, SSRS, PL/SQL, ETL, Oracle, IT Management
Education
DePaul University
MS
University of Illinois at Urbana-Champaign
BS
Computronix June 2015 - Present
JPMorgan Chase & Co. August 2010 - June 2015
Safesoft International June 2007 - August 2010
Morgan Stanley 1900 - June 2007
Skills
.NET, SDLC, Agile Methodologies, Microsoft SQL Server, SQL, Enterprise Architecture, Requirements Analysis, Software Development, Data Warehousing, Software Project..., SOA, WCF, Web Services, XML, Database Design, Web Applications, Business Intelligence, C#, ASP.NET, Data Modeling, Requirements Gathering, IT Strategy, Solution Architecture, JavaScript, Databases, Scrum, Visio, Architecture, E-commerce, Visual Studio, IIS, TFS, T-SQL, VB.NET, UML, SSRS, PL/SQL, ETL, Oracle, IT Management
Education
DePaul University
MS
University of Illinois at Urbana-Champaign
BS
Carl Bogda's Morgan Stanley Experience June 2003 - August 2003
Job
Industry Machinery
Experience
John Deere August 2012 - Present
EBE Technologies February 2012 - August 2012
GoDaddy.com October 2009 - January 2012
GoDaddy.com June 2006 - October 2009
GoDaddy.com March 2005 - June 2006
GoDaddy.com May 2004 - March 2005
Insight January 2004 - April 2004
Morgan Stanley June 2003 - August 2003
Skills
ASP, ASP.NET, C++, CSS, C#, HTML, Java, JavaScript, Knowledge Management, jQuery, Microsoft SQL Server, MySQL, Oracle, PHP, R, SAS, VB.NET, VBScript, XML, Customer Service, Auditing, SQL
Education
University of Iowa - Henry B. Tippie College of Business 2014 — 2017
Master of Business Administration (M.B.A.)
DePaul University 2000 — 2003
Bachelor of Science (B.S.), Computer Science (Minor in Business Administration)
John Deere August 2012 - Present
EBE Technologies February 2012 - August 2012
GoDaddy.com October 2009 - January 2012
GoDaddy.com June 2006 - October 2009
GoDaddy.com March 2005 - June 2006
GoDaddy.com May 2004 - March 2005
Insight January 2004 - April 2004
Morgan Stanley June 2003 - August 2003
Skills
ASP, ASP.NET, C++, CSS, C#, HTML, Java, JavaScript, Knowledge Management, jQuery, Microsoft SQL Server, MySQL, Oracle, PHP, R, SAS, VB.NET, VBScript, XML, Customer Service, Auditing, SQL
Education
University of Iowa - Henry B. Tippie College of Business 2014 — 2017
Master of Business Administration (M.B.A.)
DePaul University 2000 — 2003
Bachelor of Science (B.S.), Computer Science (Minor in Business Administration)
Stefan Hofer's Morgan Stanley Experience June 2006 - August 2006
Job
Industry Capital Markets
Experience
Northern Trust November 2007 - Present
Morgan Stanley June 2006 - August 2006
Smith Barney January 2006 - May 2006
Education
DePaul University 2004 — 2006
Finance, Copr. & Security Finance, Domestic/International Economics
Northern Trust November 2007 - Present
Morgan Stanley June 2006 - August 2006
Smith Barney January 2006 - May 2006
Education
DePaul University 2004 — 2006
Finance, Copr. & Security Finance, Domestic/International Economics
Michael Marciniec, PMP's Morgan Stanley Experience December 2003 - January 2008
Job Senior Project Manager at Truckstop.com
Industry Financial Services
Experience
Truckstop.com July 2015 - Present
Northern Trust Corporation November 2014 - July 2015
The EXPERTS Bench June 2013 - October 2014
BMO Harris Bank June 2013 - October 2014
Northern Trust June 2010 - June 2013
Northern Trust June 2008 - May 2010
Morgan Stanley December 2003 - January 2008
Morgan Stanley April 2000 - December 2003
Capital Forensics May 1999 - April 2000
Merrill Lynch June 1998 - May 1999
Skills
Teamwork, Problem Solving, Stock, Team Leadership, Equities, Trading, Stocks, Fixed Income, Time Management, Customer Service, Cross-functional Team..., Creative Problem Solving, Results Oriented, Critical Thinking, Process Improvement, Fast Learner, Goal Oriented, Virtual Teams, Leadership, Strategy, Analysis, Business Analysis, Financial Services, Management, Portfolio Management, Finance, Banking, Risk Management, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2008
MBA
Illinois Institute of Technology 2001 — 2002
University of Illinois at Urbana-Champaign 1994 — 1998
B.S.
Truckstop.com July 2015 - Present
Northern Trust Corporation November 2014 - July 2015
The EXPERTS Bench June 2013 - October 2014
BMO Harris Bank June 2013 - October 2014
Northern Trust June 2010 - June 2013
Northern Trust June 2008 - May 2010
Morgan Stanley December 2003 - January 2008
Morgan Stanley April 2000 - December 2003
Capital Forensics May 1999 - April 2000
Merrill Lynch June 1998 - May 1999
Skills
Teamwork, Problem Solving, Stock, Team Leadership, Equities, Trading, Stocks, Fixed Income, Time Management, Customer Service, Cross-functional Team..., Creative Problem Solving, Results Oriented, Critical Thinking, Process Improvement, Fast Learner, Goal Oriented, Virtual Teams, Leadership, Strategy, Analysis, Business Analysis, Financial Services, Management, Portfolio Management, Finance, Banking, Risk Management, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2008
MBA
Illinois Institute of Technology 2001 — 2002
University of Illinois at Urbana-Champaign 1994 — 1998
B.S.
Mariano Sarullo's Morgan Stanley Experience 1998 - 2003
Job Application Developer
Industry Financial Services
Experience
Ronin Capital July 2003 - Present
Morgan Stanley 1998 - 2003
Van Kampen 1998 - 2000
Galileo International January 1997 - 1999
Apollo Travel Services 1995 - 1997
Skills
C++, Unix, Perl, Multithreading, Exchange Connectivity, SQL, Linux, Sybase, Trading Systems, T-SQL, Microsoft SQL Server, Oracle, SDLC, Software Development, PL/SQL, Business Analysis, Agile Methodologies, Market Data, Visual Basic, C#, Programming, Unix Shell Scripting, Shell Scripting, Windows, Qt Creator, Git
Education
Elmhurst College 2000 — 2002
Masters of Computer Netwokring, Computer Networking
DePaul University 1991 — 2000
BA, Computer Science
East Leyden 1984 — 1988
MIG
Ronin Capital July 2003 - Present
Morgan Stanley 1998 - 2003
Van Kampen 1998 - 2000
Galileo International January 1997 - 1999
Apollo Travel Services 1995 - 1997
Skills
C++, Unix, Perl, Multithreading, Exchange Connectivity, SQL, Linux, Sybase, Trading Systems, T-SQL, Microsoft SQL Server, Oracle, SDLC, Software Development, PL/SQL, Business Analysis, Agile Methodologies, Market Data, Visual Basic, C#, Programming, Unix Shell Scripting, Shell Scripting, Windows, Qt Creator, Git
Education
Elmhurst College 2000 — 2002
Masters of Computer Netwokring, Computer Networking
DePaul University 1991 — 2000
BA, Computer Science
East Leyden 1984 — 1988
MIG
Ben Beatty's Morgan Stanley Experience 2010 - 2011
Job Wealth Management Consultant at TIAACREF
Industry Investment Management
Experience
TIAA-CREF April 2014 - Present
TIAA-CREF 2012 - April 2014
Northwestern Mutual 2011 - 2012
Morgan Stanley 2010 - 2011
Skills
Finance, Investments, Retirement Planning, Portfolio Management, Series 7, Series 63, 401k, Fixed Annuities, Asset Management, Business Analysis, Business Strategy, Due Diligence, Financial Advisory, Financial Analysis, Financial Modeling, Leadership, Management, Marketing, Mutual Funds, Retirement, Strategic Financial..., Strategic Planning, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
MBA
University of Iowa 1998 — 2003
BS, Environmental Science and Entrepreneurial Business
TIAA-CREF April 2014 - Present
TIAA-CREF 2012 - April 2014
Northwestern Mutual 2011 - 2012
Morgan Stanley 2010 - 2011
Skills
Finance, Investments, Retirement Planning, Portfolio Management, Series 7, Series 63, 401k, Fixed Annuities, Asset Management, Business Analysis, Business Strategy, Due Diligence, Financial Advisory, Financial Analysis, Financial Modeling, Leadership, Management, Marketing, Mutual Funds, Retirement, Strategic Financial..., Strategic Planning, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
MBA
University of Iowa 1998 — 2003
BS, Environmental Science and Entrepreneurial Business
Phillip J. Criswell's Morgan Stanley Experience April 2007 - June 2007
Job Attorney Notary Public
Industry Law Practice
Experience
James P. Greene & Associates November 2012 - May 2013
Business Compliance Group June 2009 - August 2009
Campaign For Youth Justice June 2008 - August 2008
DePaul University April 2004 - August 2007
Morgan Stanley April 2007 - June 2007
DePaul University September 2006 - November 2006
Sheldon Good & Company July 2006 - September 2006
Chicago Transit Authority June 2003 - August 2003
Skills
Legal Research
Education
Harvard Law School 2007 — 2010
JD, Law
DePaul University 2003 — 2007
Bachelor of Science in Commerce, Finance and Marketing
James P. Greene & Associates November 2012 - May 2013
Business Compliance Group June 2009 - August 2009
Campaign For Youth Justice June 2008 - August 2008
DePaul University April 2004 - August 2007
Morgan Stanley April 2007 - June 2007
DePaul University September 2006 - November 2006
Sheldon Good & Company July 2006 - September 2006
Chicago Transit Authority June 2003 - August 2003
Skills
Legal Research
Education
Harvard Law School 2007 — 2010
JD, Law
DePaul University 2003 — 2007
Bachelor of Science in Commerce, Finance and Marketing
Linda Kuta, CFP's Morgan Stanley Experience May 2012 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2012 - Present
Martin Financial Management 2010 - May 2012
District 220 School District February 2004 - December 2010
The Chase Manhattan Bank January 1988 - January 1999
Skills
Insurance, Investments, Retirement Planning, Portfolio Management, Customer Service, Microsoft Office, Strategic Planning, FINRA, Process Improvement, Mutual Funds, Leadership, Sales
Education
DePaul University 1990 — 1993
Master of Business Administration (M.B.A.), Marketing
University of Iowa 1982 — 1986
Bachelor of Science (B.S.), Finance
Morgan Stanley May 2012 - Present
Martin Financial Management 2010 - May 2012
District 220 School District February 2004 - December 2010
The Chase Manhattan Bank January 1988 - January 1999
Skills
Insurance, Investments, Retirement Planning, Portfolio Management, Customer Service, Microsoft Office, Strategic Planning, FINRA, Process Improvement, Mutual Funds, Leadership, Sales
Education
DePaul University 1990 — 1993
Master of Business Administration (M.B.A.), Marketing
University of Iowa 1982 — 1986
Bachelor of Science (B.S.), Finance
Jon Mejdrich's Morgan Stanley Experience 1997 - 2001
Job The Peakstone Group
Industry Investment Banking
Experience
The Peakstone Group October 2014 - Present
STL Chicago February 2011 - October 2012
STL Chicago May 2009 - February 2011
Cole Taylor Bank October 2007 - February 2009
Bank of Montreal/Harris Bank 2002 - 2007
Morgan Stanley 1997 - 2001
Skills
Finance, Portfolio Management, Credit Analysis, Management, Risk Management, CRM, Commercial Lending, Credit, Banking, Commercial Banking, Financial Analysis, Strategy, Investments, Business Analysis, Process Improvement, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
Masters of Business Administration, Finance
Indiana University Bloomington 1987 — 1991
BA, Economic/English
The Peakstone Group October 2014 - Present
STL Chicago February 2011 - October 2012
STL Chicago May 2009 - February 2011
Cole Taylor Bank October 2007 - February 2009
Bank of Montreal/Harris Bank 2002 - 2007
Morgan Stanley 1997 - 2001
Skills
Finance, Portfolio Management, Credit Analysis, Management, Risk Management, CRM, Commercial Lending, Credit, Banking, Commercial Banking, Financial Analysis, Strategy, Investments, Business Analysis, Process Improvement, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
Masters of Business Administration, Finance
Indiana University Bloomington 1987 — 1991
BA, Economic/English
Randy Hara, CPA, CFCM's Morgan Stanley Experience May 2002 - July 2002
Job Sr. Manager at Navigant Consulting, Inc.
Industry Accounting
Experience
Navigant Consulting, Inc. November 2011 - Present
Navigant Consulting October 2004 - September 2011
Kirkland & Ellis LLP June 2003 - October 2004
Morgan Stanley May 2002 - July 2002
Skills
Process Improvement, Analysis, Management, Project Management, Reinsurance, Business Development, Auditing, Management Consulting, Business Process..., Business Transformation
Education
DePaul University 2000 — 2002
Bachelor of Science (B.S.), Ecommerce
Navigant Consulting, Inc. November 2011 - Present
Navigant Consulting October 2004 - September 2011
Kirkland & Ellis LLP June 2003 - October 2004
Morgan Stanley May 2002 - July 2002
Skills
Process Improvement, Analysis, Management, Project Management, Reinsurance, Business Development, Auditing, Management Consulting, Business Process..., Business Transformation
Education
DePaul University 2000 — 2002
Bachelor of Science (B.S.), Ecommerce
Lisa Schroer's Morgan Stanley Experience 1997 - 2000
Job Math Teacher at Buckeye Union High School
Industry Education Management
Experience
Buckeye Union High School August 2011 - Present
Youngker High School August 2008 - August 2011
JP Morgan July 2001 - October 2006
Morgan Stanley 1997 - 2000
Skills
Mathematics, Access, Research, Quantitative Analytics, Instructional Design, Finance, Data Analysis, Strategic Planning, Curriculum Design, E-Learning, Microsoft Word, Educational Leadership, Teaching, PowerPoint, Microsoft Excel, Microsoft Office, Curriculum Development, Business Analysis, Instructional Technology, Statistics, Staff Development
Education
DePaul University 2007 — 2008
Masters of Arts, Mathemetics Education
Illinois Institute of Technology
Master of Science, Financial Markets
DePaul University
BS, Finance
Buckeye Union High School August 2011 - Present
Youngker High School August 2008 - August 2011
JP Morgan July 2001 - October 2006
Morgan Stanley 1997 - 2000
Skills
Mathematics, Access, Research, Quantitative Analytics, Instructional Design, Finance, Data Analysis, Strategic Planning, Curriculum Design, E-Learning, Microsoft Word, Educational Leadership, Teaching, PowerPoint, Microsoft Excel, Microsoft Office, Curriculum Development, Business Analysis, Instructional Technology, Statistics, Staff Development
Education
DePaul University 2007 — 2008
Masters of Arts, Mathemetics Education
Illinois Institute of Technology
Master of Science, Financial Markets
DePaul University
BS, Finance
Don Cuba's Morgan Stanley Experience May 1987 - June 2001
Job Lead Analyst, CME Group
Industry Financial Services
Experience
CME Group September 2003 - Present
St. Xavier University January 2002 - Present
Charles Schwab September 2001 - September 2003
Morgan Stanley May 1987 - June 2001
GNP Commodities September 1985 - May 1987
TMG ( Transmarket Group ) September 1984 - September 1985
Skills
Options, Electronic Trading, Derivatives, Trading Systems, Fixed Income, Equities, Financial Markets, Hedge Funds, Trading, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
M.B.A., Finance
DePaul University 1978 — 1982
B.S.S., Marketing
CME Group September 2003 - Present
St. Xavier University January 2002 - Present
Charles Schwab September 2001 - September 2003
Morgan Stanley May 1987 - June 2001
GNP Commodities September 1985 - May 1987
TMG ( Transmarket Group ) September 1984 - September 1985
Skills
Options, Electronic Trading, Derivatives, Trading Systems, Fixed Income, Equities, Financial Markets, Hedge Funds, Trading, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
M.B.A., Finance
DePaul University 1978 — 1982
B.S.S., Marketing
Stephanie Frang's Morgan Stanley Experience April 2009 - April 2010
Job at
Industry Financial Services
Experience
Fannie Mae November 2014 - Present
Deloitte Financial Advisory Services August 2010 - Present
Senator Tim Johnson April 2010 - August 2010
Morgan Stanley April 2009 - April 2010
Citadel Investment Group November 2005 - February 2008
Citadel Investment Group, LLC October 2005 - February 2008
Smith Barney January 2005 - October 2005
Skills
Analysis, Finance, Portfolio Management, Program Management, Policy, Management, Internal Controls, Public Policy, Recruiting, Economics, Research, Marketing
Education
DePaul University 2008 — 2010
Master’s, Business Administration, Economics and Policy Analysis
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Economics
Syracuse University 1999 — 2003
Bachelor of Science, Finance
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
BS, Finance, General
Fannie Mae November 2014 - Present
Deloitte Financial Advisory Services August 2010 - Present
Senator Tim Johnson April 2010 - August 2010
Morgan Stanley April 2009 - April 2010
Citadel Investment Group November 2005 - February 2008
Citadel Investment Group, LLC October 2005 - February 2008
Smith Barney January 2005 - October 2005
Skills
Analysis, Finance, Portfolio Management, Program Management, Policy, Management, Internal Controls, Public Policy, Recruiting, Economics, Research, Marketing
Education
DePaul University 2008 — 2010
Master’s, Business Administration, Economics and Policy Analysis
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Economics
Syracuse University 1999 — 2003
Bachelor of Science, Finance
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
BS, Finance, General
Bianca Stone's Morgan Stanley Experience December 2003 - August 2004
Job VP Sales and Mortgage Lending at Guaranteed Rate
Industry Financial Services
Experience
Guaranteed Rate August 2015 - Present
JP Morgan Chase February 2011 - August 2015
JP Mortgan Chase Bank June 2006 - February 2011
Morgan Stanley December 2003 - August 2004
Skills
Mortgage Lending, Finance, Mortgage Banking, Loans, Refinance, Retail Banking, Real Estate, Loan Origination, Residential Homes
Education
DePaul University 2001 — 2004
Bachelors in Science, Finance
East Leyden High School 1995 — 1998
Guaranteed Rate August 2015 - Present
JP Morgan Chase February 2011 - August 2015
JP Mortgan Chase Bank June 2006 - February 2011
Morgan Stanley December 2003 - August 2004
Skills
Mortgage Lending, Finance, Mortgage Banking, Loans, Refinance, Retail Banking, Real Estate, Loan Origination, Residential Homes
Education
DePaul University 2001 — 2004
Bachelors in Science, Finance
East Leyden High School 1995 — 1998
Elizabeth Wedelstaedt's Morgan Stanley Experience 2008 - 2012
Job Senior Vice President, Institutional Equity Sales at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities November 2013 - Present
Morgan Stanley 2008 - 2012
Prudential Equity Group 2006 - 2007
Wells Fargo Securities 2005 - 2005
Deutsche Bank 2000 - 2004
PaineWebber 1993 - 2000
Bear Stearns 1986 - 1993
Morgan Stanley 1981 - 1986
Skills
Investments, Equities, Equity Capital Markets, Institutional Investors, Investor Relations, Institutional Sales, Maintaining Strong..., Mutual Funds, Banks, Hedge Funds, Client Relations Skills, Branch Management, Mentoring, Marketing, Compliance Oversight, Institutional..., Asset Management, Leadership, Capital Markets, Financial Markets, Alternative Investments, series 63, Series 7, series 9, series 10, Equity Trading, Fixed Income, Securities, Bloomberg
Education
DePaul University
Bachelor of Science (B.S.), Finance
Wedbush Securities November 2013 - Present
Morgan Stanley 2008 - 2012
Prudential Equity Group 2006 - 2007
Wells Fargo Securities 2005 - 2005
Deutsche Bank 2000 - 2004
PaineWebber 1993 - 2000
Bear Stearns 1986 - 1993
Morgan Stanley 1981 - 1986
Skills
Investments, Equities, Equity Capital Markets, Institutional Investors, Investor Relations, Institutional Sales, Maintaining Strong..., Mutual Funds, Banks, Hedge Funds, Client Relations Skills, Branch Management, Mentoring, Marketing, Compliance Oversight, Institutional..., Asset Management, Leadership, Capital Markets, Financial Markets, Alternative Investments, series 63, Series 7, series 9, series 10, Equity Trading, Fixed Income, Securities, Bloomberg
Education
DePaul University
Bachelor of Science (B.S.), Finance
Adriene Batts's Morgan Stanley Experience March 2004 - May 2006
Job HR Relationship Manager
Industry Human Resources
Experience
Financial Industry Regulatory Authority -FINRA January 2014 - Present
Eternally Organized September 2006 - Present
BMO Harris Bank January 2013 - January 2014
BMO Harris Bank July 2011 - January 2013
Harris Bank May 2009 - July 2011
BMO Harris Bank August 2007 - May 2009
Easter Seals May 2007 - August 2007
Morgan Stanley March 2004 - May 2006
Fortune Brands September 1999 - February 2004
Accenture April 1990 - September 1999
Skills
Employee Relations, Time Management, Benefits Administration, Performance Management, Leadership Development, Employee Benefits, Personnel Management, Talent Management, Customer Service, Training, Workforce Planning, Organizational..., Coaching
Education
DePaul University
B.A.
Financial Industry Regulatory Authority -FINRA January 2014 - Present
Eternally Organized September 2006 - Present
BMO Harris Bank January 2013 - January 2014
BMO Harris Bank July 2011 - January 2013
Harris Bank May 2009 - July 2011
BMO Harris Bank August 2007 - May 2009
Easter Seals May 2007 - August 2007
Morgan Stanley March 2004 - May 2006
Fortune Brands September 1999 - February 2004
Accenture April 1990 - September 1999
Skills
Employee Relations, Time Management, Benefits Administration, Performance Management, Leadership Development, Employee Benefits, Personnel Management, Talent Management, Customer Service, Training, Workforce Planning, Organizational..., Coaching
Education
DePaul University
B.A.
Rob Zielke's Morgan Stanley Experience January 1993 - January 1996
Job Options Trader at System2 Trading LLC
Industry Capital Markets
Experience
System2 Trading LLC October 2010 - Present
FINELINE TRADING GROUP March 2008 - January 2010
WORLDWIDE PAYMENT SERVICES, LLC 2005 - 2009
USA TRADING/LEAGUE CORPORATION September 2005 - November 2007
WILLIAM BLAIR & CO., LLC April 2004 - April 2005
Bear Stearns December 1996 - April 2004
Morgan Stanley January 1993 - January 1996
Education
DePaul University 2010 — 2012
Masters, Computer Science
University of Kentucky
Bachelor of Science, Economics
System2 Trading LLC October 2010 - Present
FINELINE TRADING GROUP March 2008 - January 2010
WORLDWIDE PAYMENT SERVICES, LLC 2005 - 2009
USA TRADING/LEAGUE CORPORATION September 2005 - November 2007
WILLIAM BLAIR & CO., LLC April 2004 - April 2005
Bear Stearns December 1996 - April 2004
Morgan Stanley January 1993 - January 1996
Education
DePaul University 2010 — 2012
Masters, Computer Science
University of Kentucky
Bachelor of Science, Economics
Martin L. Cunningham's Morgan Stanley Experience 1999 - 2001
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2015 - Present
Mutual of Omaha 2014 - 2015
MATCOR, Inc. 2013 - 2014
Valeant Pharmaceuticals 2012 - 2013
Boiron 2011 - 2012
Bimbo Bakeries USA 2007 - 2011
George Weston Bakeries 2006 - 2007
Cardinal Health 2001 - 2006
Morgan Stanley 1999 - 2001
Skills
Financial Analysis, Management, Forecasting, Strategy, Accounting, Financial Reporting, Finance, Process Improvement, Budgets, Corporate Finance, Auditing, Variance Analysis, Strategic Planning, Mergers & Acquisitions, Hyperion Enterprise, PeopleSoft
Education
Villanova University 2007 — 2009
MBA, Business Administration
DePaul University 1997 — 2001
Bachelor of Science, Finance and Accounting
AXA Advisors 2015 - Present
Mutual of Omaha 2014 - 2015
MATCOR, Inc. 2013 - 2014
Valeant Pharmaceuticals 2012 - 2013
Boiron 2011 - 2012
Bimbo Bakeries USA 2007 - 2011
George Weston Bakeries 2006 - 2007
Cardinal Health 2001 - 2006
Morgan Stanley 1999 - 2001
Skills
Financial Analysis, Management, Forecasting, Strategy, Accounting, Financial Reporting, Finance, Process Improvement, Budgets, Corporate Finance, Auditing, Variance Analysis, Strategic Planning, Mergers & Acquisitions, Hyperion Enterprise, PeopleSoft
Education
Villanova University 2007 — 2009
MBA, Business Administration
DePaul University 1997 — 2001
Bachelor of Science, Finance and Accounting
Irene Olson, MBA's Morgan Stanley Experience August 2004 - March 2012
Job at Merrill Lynch
Industry Banking
Experience
Merrill Lynch April 2013 - Present
Discover Financial Services April 2012 - April 2013
Morgan Stanley August 2004 - March 2012
PFG Mortgage Services May 2001 - August 2004
SOLEX Corporation September 1995 - December 2000
C W Costello and Associates June 1995 - September 1995
Greenbrier & Russel June 1993 - June 1995
Innovative Systems Group November 1992 - June 1993
centel June 1990 - October 1992
Sears June 1986 - May 1990
Skills
Business Development, Contract Negotiation, Mortgage Lending, Loans, New Business Development, Finance, Investments, Relationship Management, Series 7, Series 63, Private Banking, Residential Mortgages, Wealth Management, Business Analysis, Underwriting, Banking, Credit, Financial Services, Loan Origination, Financial Risk
Education
DePaul University 1990 — 1992
MBA, Finance
University of Illinois at Chicago 1982 — 1985
BS, Information and Decision Sciences
Merrill Lynch April 2013 - Present
Discover Financial Services April 2012 - April 2013
Morgan Stanley August 2004 - March 2012
PFG Mortgage Services May 2001 - August 2004
SOLEX Corporation September 1995 - December 2000
C W Costello and Associates June 1995 - September 1995
Greenbrier & Russel June 1993 - June 1995
Innovative Systems Group November 1992 - June 1993
centel June 1990 - October 1992
Sears June 1986 - May 1990
Skills
Business Development, Contract Negotiation, Mortgage Lending, Loans, New Business Development, Finance, Investments, Relationship Management, Series 7, Series 63, Private Banking, Residential Mortgages, Wealth Management, Business Analysis, Underwriting, Banking, Credit, Financial Services, Loan Origination, Financial Risk
Education
DePaul University 1990 — 1992
MBA, Finance
University of Illinois at Chicago 1982 — 1985
BS, Information and Decision Sciences
Heather Capouch Pateros's Morgan Stanley Experience August 1996 - Present
Job Employee at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley August 1996 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Finance
Morgan Stanley August 1996 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Finance
Sharon Jacquez , PMP's Morgan Stanley Experience July 1997 - 2012
Job .Net Developer at Portfolio Recovery Associates, Inc.
Industry Information Technology and Services
Experience
Portfolio Recovery Associates, Inc. 2013 - Present
Morgan Stanley July 1997 - 2012
TransUnion January 1993 - January 1994
Skills
C#, ASP.NET, HTML, Oracle SQL, SQL*Plus, JavaScript, HTML5, XHTML, CSS, Oracle, HTML 5, Requirements Analysis, SQL, SDLC, Software Documentation, Microsoft SQL Server, Software Development, .NET, Databases, Quality Assurance, PL/SQL, Testing, Software Project..., Programming, Database Design
Education
College of the Holy Spirit
BS in Mathematics with Computer Science
DePaul University
MS in Information Systems
Portfolio Recovery Associates, Inc. 2013 - Present
Morgan Stanley July 1997 - 2012
TransUnion January 1993 - January 1994
Skills
C#, ASP.NET, HTML, Oracle SQL, SQL*Plus, JavaScript, HTML5, XHTML, CSS, Oracle, HTML 5, Requirements Analysis, SQL, SDLC, Software Documentation, Microsoft SQL Server, Software Development, .NET, Databases, Quality Assurance, PL/SQL, Testing, Software Project..., Programming, Database Design
Education
College of the Holy Spirit
BS in Mathematics with Computer Science
DePaul University
MS in Information Systems
Jason Lezark's Morgan Stanley Experience 1999 - 2005
Job Inside Sales Representative at ParMed Pharmaceuticals
Industry Pharmaceuticals
Experience
ParMed Pharmaceuticals November 2012 - Present
Royal Financial Group June 2012 - Present
MassMutual Financial Group January 2009 - May 2012
Saperston Asset Management April 2006 - December 2008
Guardian Life Insurance July 2005 - March 2006
Morgan Stanley 1999 - 2005
Gruntal & Co April 1998 - April 1999
Skills
Securities, Insurance, Series 7, Retirement Planning, Investments, Asset Management, Annuities, Financial Planning, Mutual Funds, Portfolio Management, Wealth Accumulation, Term Life Insurance, IRA's, Equities, Bonds, Asset Allocation, IRAs, Strategic Financial..., Financial Planners, Financial Services, Fixed Annuities, Investment Management, Retirement, Sales, Small Business, Life Insurance, Employee Benefits, Series 63, Disability Insurance, Estate Planning, Finance, Series 65, Analysis, 401k, Investment Strategies, Investment Advisory, Asset Managment, Wealth Management, Alternative Investments, Financial Advisory, Long-term Care, ETFs, Health Insurance, Financial Risk, Mortgage Lending
Education
DePaul University 1993 — 1997
BSC, Finance - Major; Management - Minor
Lake Shore Central HS
ParMed Pharmaceuticals November 2012 - Present
Royal Financial Group June 2012 - Present
MassMutual Financial Group January 2009 - May 2012
Saperston Asset Management April 2006 - December 2008
Guardian Life Insurance July 2005 - March 2006
Morgan Stanley 1999 - 2005
Gruntal & Co April 1998 - April 1999
Skills
Securities, Insurance, Series 7, Retirement Planning, Investments, Asset Management, Annuities, Financial Planning, Mutual Funds, Portfolio Management, Wealth Accumulation, Term Life Insurance, IRA's, Equities, Bonds, Asset Allocation, IRAs, Strategic Financial..., Financial Planners, Financial Services, Fixed Annuities, Investment Management, Retirement, Sales, Small Business, Life Insurance, Employee Benefits, Series 63, Disability Insurance, Estate Planning, Finance, Series 65, Analysis, 401k, Investment Strategies, Investment Advisory, Asset Managment, Wealth Management, Alternative Investments, Financial Advisory, Long-term Care, ETFs, Health Insurance, Financial Risk, Mortgage Lending
Education
DePaul University 1993 — 1997
BSC, Finance - Major; Management - Minor
Lake Shore Central HS
Brent Green's Morgan Stanley Experience 1986 - 1989
Job Risk Oversight at Schneider Electric
Industry Oil & Energy
Experience
Summit Energy 2005 - Present
Aleris 2004 - 2005
Commonwealth Aluminum 1999 - 2003
Transworld Oil USA Inc. 1996 - 1999
Transworld Oil USA Inc. 1991 - 1995
Morgan Stanley 1986 - 1989
Skills
Commodity Markets, Commodity, Hedging, Energy, Derivatives, Trading, Risk Management, Commodity Risk..., Financial Risk, Valuation, Due Diligence, Financial Analysis, Energy Markets, Natural Gas, Financial Modeling, Finance, Bloomberg, Energy Policy, Renewable Energy, Economics, Options, Electricity Markets
Education
DePaul University 1984 — 1989
BS, Finance & Commerce
Summit Energy 2005 - Present
Aleris 2004 - 2005
Commonwealth Aluminum 1999 - 2003
Transworld Oil USA Inc. 1996 - 1999
Transworld Oil USA Inc. 1991 - 1995
Morgan Stanley 1986 - 1989
Skills
Commodity Markets, Commodity, Hedging, Energy, Derivatives, Trading, Risk Management, Commodity Risk..., Financial Risk, Valuation, Due Diligence, Financial Analysis, Energy Markets, Natural Gas, Financial Modeling, Finance, Bloomberg, Energy Policy, Renewable Energy, Economics, Options, Electricity Markets
Education
DePaul University 1984 — 1989
BS, Finance & Commerce
Shawn Marks's Morgan Stanley Experience 2001 - 2003
Job Vice President, Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. January 2003 - Present
Morgan Stanley 2001 - 2003
Merrill Lynch 1995 - 2000
Education
DePaul University 1993 — 1995
B.A.S, Commerce
J.P. Morgan Chase Bank, N.A. January 2003 - Present
Morgan Stanley 2001 - 2003
Merrill Lynch 1995 - 2000
Education
DePaul University 1993 — 1995
B.A.S, Commerce
Saarum Sodagar's Morgan Stanley Experience May 2005 - May 2006
Job Sales and Operations Manager at Marathon Oil Company
Industry Oil & Energy
Experience
Marathon Oil Company October 2008 - Present
T-Mobile February 2006 - September 2008
Morgan Stanley May 2005 - May 2006
Education
DePaul University 2003 — 2008
Bachelors, Finance
Marathon Oil Company October 2008 - Present
T-Mobile February 2006 - September 2008
Morgan Stanley May 2005 - May 2006
Education
DePaul University 2003 — 2008
Bachelors, Finance
Theresa Roddy, CFP's Morgan Stanley Experience 1998 - 2003
Job Director, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Wachovia Securities / Wells Fargo Advisors LLC January 2006 - August 2010
YWCA 2006 - 2010
Wachovia Securities 2003 - 2006
Morgan Stanley 1998 - 2003
American Express Financial Advisors 1990 - 1997
Skills
Strategy, Cross-functional Team..., Risk Management, Leadership, Management, Change Management
Education
Wharton School of Business 1998 — 2002
Executive Leadership
DePaul University 1971 — 1975
Finance
Dartmouth College - The Tuck School of Business at Dartmouth
Executive Education - Leadership
Merrill Lynch July 2010 - Present
Wachovia Securities / Wells Fargo Advisors LLC January 2006 - August 2010
YWCA 2006 - 2010
Wachovia Securities 2003 - 2006
Morgan Stanley 1998 - 2003
American Express Financial Advisors 1990 - 1997
Skills
Strategy, Cross-functional Team..., Risk Management, Leadership, Management, Change Management
Education
Wharton School of Business 1998 — 2002
Executive Leadership
DePaul University 1971 — 1975
Finance
Dartmouth College - The Tuck School of Business at Dartmouth
Executive Education - Leadership
Arthur W. Main III, CFA's Morgan Stanley Experience May 1987 - August 2012
Job Senior Vice President at TJM Institutional Services
Industry Financial Services
Experience
TJM Institutional Services September 2012 - Present
Morgan Stanley May 1987 - August 2012
Morgan Stanley May 1987 - July 2012
Skills
Series 7, Series 3, Chartered Financial..., Options, Electronic Trading, Derivatives, Trading Systems, Credit Analysis, Trading, Securities, Equity Derivatives, Hedge Funds, Bloomberg, FINRA, Investments, Capital Markets, Bonds, Interest Rate..., Commodity, Options Strategies, Asset Management, FX Options, Technical Analysis, Financial Markets, Trading Strategies, Equities, Alternative Investments, Equity Trading, Fixed Income, Hedging, Series 63, Asset Allocation, Swaps
Education
DePaul University 1990 — 1992
Masters, Finance
University of Illinois at Urbana-Champaign 1980 — 1984
Undergraduate, Pre-Law/Finance
TJM Institutional Services September 2012 - Present
Morgan Stanley May 1987 - August 2012
Morgan Stanley May 1987 - July 2012
Skills
Series 7, Series 3, Chartered Financial..., Options, Electronic Trading, Derivatives, Trading Systems, Credit Analysis, Trading, Securities, Equity Derivatives, Hedge Funds, Bloomberg, FINRA, Investments, Capital Markets, Bonds, Interest Rate..., Commodity, Options Strategies, Asset Management, FX Options, Technical Analysis, Financial Markets, Trading Strategies, Equities, Alternative Investments, Equity Trading, Fixed Income, Hedging, Series 63, Asset Allocation, Swaps
Education
DePaul University 1990 — 1992
Masters, Finance
University of Illinois at Urbana-Champaign 1980 — 1984
Undergraduate, Pre-Law/Finance
Craig Falduto's Morgan Stanley Experience 1998 - May 2010
Job Executive Director at Invesco
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley 1998 - May 2010
Van Kampen Investments 1991 - 1998
Skills
Portfolio Management, Trading, Investment Management, Credit Analysis, Municipal Bonds, Corporates, Sovereign Debt, Unit Investment Trusts, Unit Trusts, Mutual Funds, Financial Analysis, Bond Markets, Fixed Income Analysis, Fixed Income Strategies, Asset Allocation, Bloomberg, Securities, Investment Advisory, Investment Strategies, Financial Modeling, ETFs
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1998
MBA, Finance
Invesco Ltd. June 2010 - Present
Morgan Stanley 1998 - May 2010
Van Kampen Investments 1991 - 1998
Skills
Portfolio Management, Trading, Investment Management, Credit Analysis, Municipal Bonds, Corporates, Sovereign Debt, Unit Investment Trusts, Unit Trusts, Mutual Funds, Financial Analysis, Bond Markets, Fixed Income Analysis, Fixed Income Strategies, Asset Allocation, Bloomberg, Securities, Investment Advisory, Investment Strategies, Financial Modeling, ETFs
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1998
MBA, Finance
Michael Basedow's Morgan Stanley Experience March 1998 - Present
Job IT Operations Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley March 1998 - Present
Education
DePaul University 1999 — 2002
MS, Information Systems
University of Iowa 1988 — 1993
BA, Economics
Morgan Stanley March 1998 - Present
Education
DePaul University 1999 — 2002
MS, Information Systems
University of Iowa 1988 — 1993
BA, Economics
Mark Tudela's Morgan Stanley Experience June 2002 - March 2003
Job Derivatives Specialist
Industry Financial Services
Experience
Deutsche Bank November 2013 - Present
Bank of America November 2010 - November 2013
Northern Trust July 2008 - November 2010
Nuveen Investments April 2005 - July 2008
Nuveen Investments September 2003 - April 2005
Morgan Stanley June 2002 - March 2003
Skills
Microsoft Office, HTML, Derivatives, Middle Office, Collateral Management, Bloomberg, Equities, Fixed Income, Securities, Trading, Mutual Funds, Bonds, Asset Managment, Options, ETFs, Financial Markets, Asset Management
Education
DePaul University 2000 — 2003
Bachelors, Economics, Political Science
Deutsche Bank November 2013 - Present
Bank of America November 2010 - November 2013
Northern Trust July 2008 - November 2010
Nuveen Investments April 2005 - July 2008
Nuveen Investments September 2003 - April 2005
Morgan Stanley June 2002 - March 2003
Skills
Microsoft Office, HTML, Derivatives, Middle Office, Collateral Management, Bloomberg, Equities, Fixed Income, Securities, Trading, Mutual Funds, Bonds, Asset Managment, Options, ETFs, Financial Markets, Asset Management
Education
DePaul University 2000 — 2003
Bachelors, Economics, Political Science
Brian J. Owen MBA, AAMS®'s Morgan Stanley Experience June 1998 - January 2003
Job President at BJO Wealth Management LLC
Industry Financial Services
Experience
BJO Wealth Management LLC August 2013 - Present
Charles Schwab January 2003 - August 2013
Morgan Stanley June 1998 - January 2003
Skills
Series 7, Asset Allocation, Series 63, Mutual Funds, Portfolio Management, Securities, ETFs, Series 65, Wealth Management, Retirement Planning, Retirement, High Net Worth..., Investments, Fixed Income, Equities, Bonds, Investment Advisory, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2009
MBA, Investment Management
Eastern Illinois University 1990 — 1992
BSB, Finance
BJO Wealth Management LLC August 2013 - Present
Charles Schwab January 2003 - August 2013
Morgan Stanley June 1998 - January 2003
Skills
Series 7, Asset Allocation, Series 63, Mutual Funds, Portfolio Management, Securities, ETFs, Series 65, Wealth Management, Retirement Planning, Retirement, High Net Worth..., Investments, Fixed Income, Equities, Bonds, Investment Advisory, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2009
MBA, Investment Management
Eastern Illinois University 1990 — 1992
BSB, Finance
Lanetta Fox Bazile's Morgan Stanley Experience July 1995 - September 1999
Job Manager at Interactive Brokers LLC
Industry Financial Services
Experience
Interactive Brokers March 2004 - Present
JPMorgan Chase September 1999 - March 2004
Morgan Stanley July 1995 - September 1999
Smith Barney August 1991 - July 1995
Skills
Securities License, Series 7, Series 24, Series 63, Electronic Trading, Financial Markets, Financial Analysis, Valuation, Commodity, Foreign Exchange, Investments, Uniform Combined State..., Financial Services, Equity Derivatives, Portfolio Management, Corporate Finance
Education
DePaul University
Bachelor of Arts (B.A.), Business Administration and Management, General
Moraine Valley Community College
Associate of Arts (A.A.), Business/Commerce, General
Interactive Brokers March 2004 - Present
JPMorgan Chase September 1999 - March 2004
Morgan Stanley July 1995 - September 1999
Smith Barney August 1991 - July 1995
Skills
Securities License, Series 7, Series 24, Series 63, Electronic Trading, Financial Markets, Financial Analysis, Valuation, Commodity, Foreign Exchange, Investments, Uniform Combined State..., Financial Services, Equity Derivatives, Portfolio Management, Corporate Finance
Education
DePaul University
Bachelor of Arts (B.A.), Business Administration and Management, General
Moraine Valley Community College
Associate of Arts (A.A.), Business/Commerce, General
Claude Czekaj's Morgan Stanley Experience January 1993 - June 2002
Job Senior Sales & Marketing Executive
Industry Financial Services
Experience
Bank of America February 2008 - January 2009
Banc of America Investments November 2006 - February 2008
Bank of America January 2006 - December 2006
Bank of America January 2005 - November 2006
Bank of America March 2005 - September 2005
Bank of America June 2002 - January 2005
Morgan Stanley January 1993 - June 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1989
M.B.A., Marketing
University of Illinois at Chicago 1969 — 1973
Bachelor of Science, Management
Bank of America February 2008 - January 2009
Banc of America Investments November 2006 - February 2008
Bank of America January 2006 - December 2006
Bank of America January 2005 - November 2006
Bank of America March 2005 - September 2005
Bank of America June 2002 - January 2005
Morgan Stanley January 1993 - June 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1989
M.B.A., Marketing
University of Illinois at Chicago 1969 — 1973
Bachelor of Science, Management
Jerry Nolan's Morgan Stanley Experience October 1989 - April 2009
Job Director of Business Development at County Cork LLC, NIBA Board of Directors
Industry Financial Services
Experience
County Cork, LLC April 2013 - Present
National Introducing Brokers Association November 2014 - Present
Advantage Futures February 2009 - October 2012
Morgan Stanley October 1989 - April 2009
Merrill Lynch August 1981 - July 1989
Skills
Options, Fixed Income, Interest Rate Swaps, Trading, Electronic Trading, Commodity, Derivatives, Equities, Trading Systems, Financial Markets, Series 7, Hedge Funds, Bloomberg, FINRA, Capital Markets, Clearing, Securities, FX Options, Series 63, Investments, Hedging, Alternative Investments, Quantitative Finance, Foreign Exchange, Technical Analysis, Equity Derivatives, Bonds, Trading Strategies, Equity Trading, Proprietary Trading, Currency, Risk Management, FX trading, Interest Rate..., Financial Services, Asset Management, Market Data, Mutual Funds, Series 24, Portfolio Management, Commodity Markets, Structured Products, Managed Futures
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
BS, Agricultural Economics
Loyola Academy
County Cork, LLC April 2013 - Present
National Introducing Brokers Association November 2014 - Present
Advantage Futures February 2009 - October 2012
Morgan Stanley October 1989 - April 2009
Merrill Lynch August 1981 - July 1989
Skills
Options, Fixed Income, Interest Rate Swaps, Trading, Electronic Trading, Commodity, Derivatives, Equities, Trading Systems, Financial Markets, Series 7, Hedge Funds, Bloomberg, FINRA, Capital Markets, Clearing, Securities, FX Options, Series 63, Investments, Hedging, Alternative Investments, Quantitative Finance, Foreign Exchange, Technical Analysis, Equity Derivatives, Bonds, Trading Strategies, Equity Trading, Proprietary Trading, Currency, Risk Management, FX trading, Interest Rate..., Financial Services, Asset Management, Market Data, Mutual Funds, Series 24, Portfolio Management, Commodity Markets, Structured Products, Managed Futures
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
BS, Agricultural Economics
Loyola Academy
Audi Gutauskas's Morgan Stanley Experience 2003 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2003 - Present
Van Kampen Funds 1998 - 2003
Van Kampen Funds 1993 - 1998
Lashco, Inc 1992 - 1993
Chicago Stock Exchange 1985 - 1991
General Electric Medical Systems 1983 - 1985
Bendix 1980 - 1983
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Notre Dame 1981 — 1983
Electrical Engineering
University of Montana 1976 — 1980
BS, Computer Science
Morgan Stanley 2003 - Present
Van Kampen Funds 1998 - 2003
Van Kampen Funds 1993 - 1998
Lashco, Inc 1992 - 1993
Chicago Stock Exchange 1985 - 1991
General Electric Medical Systems 1983 - 1985
Bendix 1980 - 1983
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Notre Dame 1981 — 1983
Electrical Engineering
University of Montana 1976 — 1980
BS, Computer Science
Nate Wiedemann's Morgan Stanley Experience May 2010 - April 2011
Job Senior Analyst at SSAB
Industry Financial Services
Experience
SSAB October 2013 - July 2014
Ernst & Young July 2011 - June 2013
Morgan Stanley May 2010 - April 2011
Skills
Financial Modeling, Business Valuation, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Financial Reporting
Education
DePaul University 2006 — 2010
Bachelor of Science, Finance
SSAB October 2013 - July 2014
Ernst & Young July 2011 - June 2013
Morgan Stanley May 2010 - April 2011
Skills
Financial Modeling, Business Valuation, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Financial Reporting
Education
DePaul University 2006 — 2010
Bachelor of Science, Finance
Audrey DeMarte's Morgan Stanley Experience March 2010 - Present
Job Tax Associate at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley March 2010 - Present
RSM McGladrey January 2008 - March 2010
Education
DePaul University 2003 — 2007
Business, Accounting
Morgan Stanley March 2010 - Present
RSM McGladrey January 2008 - March 2010
Education
DePaul University 2003 — 2007
Business, Accounting
Nicholas Huml's Morgan Stanley Experience May 2008 - October 2008
Job Investigative Accounting Group Intern at Meaden & Moore
Industry Higher Education
Experience
Meaden & Moore June 2011 - Present
John Carroll University August 2007 - April 2011
Dwellworks, LLC May 2010 - November 2010
Wesley Financial Management May 2009 - November 2009
Morgan Stanley May 2008 - October 2008
Education
DePaul University 2011 — 2012
Master's Degree, Accountancy
John Carroll University 2007 — 2011
Bachelor of Science in Business, Accountancy
Benet
Meaden & Moore June 2011 - Present
John Carroll University August 2007 - April 2011
Dwellworks, LLC May 2010 - November 2010
Wesley Financial Management May 2009 - November 2009
Morgan Stanley May 2008 - October 2008
Education
DePaul University 2011 — 2012
Master's Degree, Accountancy
John Carroll University 2007 — 2011
Bachelor of Science in Business, Accountancy
Benet
Trisha Larson's Morgan Stanley Experience July 2015 - Present
Job Financial Advisor Associate at Morgan Stanley
Industry Financial Services
Aleksandra Sufleta's Morgan Stanley Experience January 2013 - Present
Job Director PWM Business Unit Engagement EMEA/Asia at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley May 2011 - January 2013
Morgan Stanley Smith Barney October 2008 - May 2011
UBS September 2007 - August 2008
UBS March 2006 - September 2007
Education
DePaul University 2003 — 2007
BS, Finance
Morgan Stanley January 2013 - Present
Morgan Stanley May 2011 - January 2013
Morgan Stanley Smith Barney October 2008 - May 2011
UBS September 2007 - August 2008
UBS March 2006 - September 2007
Education
DePaul University 2003 — 2007
BS, Finance
Jeff Gorvits's Morgan Stanley Experience October 2002 - May 2010
Job Principle Developer at Invesco Ltd
Industry Financial Services
Experience
Invesco Ltd. June 1995 - Present
Invesco 2008 - 2013
Morgan Stanley October 2002 - May 2010
Van Kampen Funds June 1995 - June 2002
Skills
Windows development, Web Development, C#, Java, WCF, Entity Framework, LINQ, ASP.NET, JavaScript, XML, SQL Server, SSRS, SSIS, SSAS, WPF, Prism, Microsoft SQL Server, .NET, Analysis Services, PL/SQL, ASP, Visual Studio, Software Development, Windows, Unix
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1990
Computer Career program, Computer Science
Technical University, Kharkov
Certificate in Computer Science, Computer
Technical University, Kharkov, Ukraine
MS in Electrical engineering, Electrical engineering
Invesco Ltd. June 1995 - Present
Invesco 2008 - 2013
Morgan Stanley October 2002 - May 2010
Van Kampen Funds June 1995 - June 2002
Skills
Windows development, Web Development, C#, Java, WCF, Entity Framework, LINQ, ASP.NET, JavaScript, XML, SQL Server, SSRS, SSIS, SSAS, WPF, Prism, Microsoft SQL Server, .NET, Analysis Services, PL/SQL, ASP, Visual Studio, Software Development, Windows, Unix
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1990
Computer Career program, Computer Science
Technical University, Kharkov
Certificate in Computer Science, Computer
Technical University, Kharkov, Ukraine
MS in Electrical engineering, Electrical engineering
Clennetta Trotter's Morgan Stanley Experience March 1995 - May 2007
Job Financial Coach at The Cara Program
Industry Nonprofit Organization Management
Experience
The Cara Program June 2009 - Present
Morgan Stanley March 1995 - May 2007
Loyola University Medical Center July 1981 - March 1992
Skills
Non-profits, Coaching, Nonprofits, Volunteer Management, Resume Writing, Program Development, Training, Management, Analysis, Community Outreach, Customer Service, Event Planning, Career Counseling, Leadership Development, Fundraising, Time Management, Grants
Education
DePaul University
BA, Liberal Arts, Sociology
The Cara Program June 2009 - Present
Morgan Stanley March 1995 - May 2007
Loyola University Medical Center July 1981 - March 1992
Skills
Non-profits, Coaching, Nonprofits, Volunteer Management, Resume Writing, Program Development, Training, Management, Analysis, Community Outreach, Customer Service, Event Planning, Career Counseling, Leadership Development, Fundraising, Time Management, Grants
Education
DePaul University
BA, Liberal Arts, Sociology
Lauren Poplin's Morgan Stanley Experience April 2005 - January 2006
Job Senior Underwriter at LIU USA
Industry Insurance
Experience
LIU USA October 2013 - Present
ACE USA Insurance Co April 2008 - September 2013
Swiss Re February 2006 - April 2008
Ulta Cosmetics December 2004 - December 2007
Morgan Stanley April 2005 - January 2006
Skills
Insurance, Marketing, Management, Financial Services, Property & Casualty..., Team Building, Data Analysis, Microsoft Excel, Analysis, Brokers, Microsoft Office, Casualty Insurance, Commercial Insurance, Workers Compensation, General Insurance, Underwriting, Liability
Education
DePaul University 2004 — 2005
BS, Commerce/Finance
Tulsa Community College 2001 — 2003
Associates, Business Administration
LIU USA October 2013 - Present
ACE USA Insurance Co April 2008 - September 2013
Swiss Re February 2006 - April 2008
Ulta Cosmetics December 2004 - December 2007
Morgan Stanley April 2005 - January 2006
Skills
Insurance, Marketing, Management, Financial Services, Property & Casualty..., Team Building, Data Analysis, Microsoft Excel, Analysis, Brokers, Microsoft Office, Casualty Insurance, Commercial Insurance, Workers Compensation, General Insurance, Underwriting, Liability
Education
DePaul University 2004 — 2005
BS, Commerce/Finance
Tulsa Community College 2001 — 2003
Associates, Business Administration
Martin Melchor's Morgan Stanley Experience June 1997 - January 2002
Job President & Realtor, Texas Sol Real Estate
Industry Real Estate
Experience
Texas Sol Real Estate January 2011 - Present
Century 21 Fine Homes & Estates January 2010 - January 2011
Perry Homes January 2002 - May 2008
Morgan Stanley June 1997 - January 2002
Skills
Sellers, First Time Home Buyers, Buyer Representation, Relocation, New Construction, Builder/Investors, Management Consulting
Education
DePaul University 2000 — 2002
Bachelor of Science (BS), Commerce
Texas Sol Real Estate January 2011 - Present
Century 21 Fine Homes & Estates January 2010 - January 2011
Perry Homes January 2002 - May 2008
Morgan Stanley June 1997 - January 2002
Skills
Sellers, First Time Home Buyers, Buyer Representation, Relocation, New Construction, Builder/Investors, Management Consulting
Education
DePaul University 2000 — 2002
Bachelor of Science (BS), Commerce
Kristine S. Dorado's Morgan Stanley Experience September 2006 - December 2006
Job Network & Data Center Analyst | Information Technology at Cramer Krasselt
Industry Marketing and Advertising
Experience
Cramer Krasselt January 2007 - Present
Housing Authority of the County of Cook September 2006 - December 2006
Morgan Stanley September 2006 - December 2006
GSA February 2004 - September 2006
Skills
Network Administration, Networking, Data Center, Active Directory, Technical Support, Windows Server, Servers, Troubleshooting, Disaster Recovery, Storage Area Networks, SharePoint, System Administration, VMware ESX, Network Infrastructure, Enterprise Software, Information Technology, Technical Documentation, Tape Backup, Microsoft Exchange, Remote Access, Microsoft Technologies, Digital Marketing, Integrated Marketing, Microsoft - Windows..., Network Infrastructure..., Microsoft - Active..., Windows Desktop..., VMware ESX and Desktop..., Microsoft Exchange..., Network Management, Remote Access Solutions, Server Hardware (HP,..., LAN Management and..., Storage Hardware (..., SAN technologies -MS..., Routers and TCP/IP..., Microsoft - Internet..., Virus Protection..., Tape Backup Software, Microsoft Office, Solarwinds, VMware vCenter, VMware vSphere
Education
DeVry University - Chicago
Bachelors of Science, Network & Telecommunications Management
DePaul University
Major: Information Technology Minor: Spanish
Cramer Krasselt January 2007 - Present
Housing Authority of the County of Cook September 2006 - December 2006
Morgan Stanley September 2006 - December 2006
GSA February 2004 - September 2006
Skills
Network Administration, Networking, Data Center, Active Directory, Technical Support, Windows Server, Servers, Troubleshooting, Disaster Recovery, Storage Area Networks, SharePoint, System Administration, VMware ESX, Network Infrastructure, Enterprise Software, Information Technology, Technical Documentation, Tape Backup, Microsoft Exchange, Remote Access, Microsoft Technologies, Digital Marketing, Integrated Marketing, Microsoft - Windows..., Network Infrastructure..., Microsoft - Active..., Windows Desktop..., VMware ESX and Desktop..., Microsoft Exchange..., Network Management, Remote Access Solutions, Server Hardware (HP,..., LAN Management and..., Storage Hardware (..., SAN technologies -MS..., Routers and TCP/IP..., Microsoft - Internet..., Virus Protection..., Tape Backup Software, Microsoft Office, Solarwinds, VMware vCenter, VMware vSphere
Education
DeVry University - Chicago
Bachelors of Science, Network & Telecommunications Management
DePaul University
Major: Information Technology Minor: Spanish
Vishal V. Shah's Morgan Stanley Experience March 2004 - June 2004
Job Audit Senior Manager at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Deloitte October 2011 - September 2014
Deloitte October 2008 - September 2011
Deloitte October 2006 - September 2008
Deloitte January 2005 - October 2006
Citadel Investment Group June 2004 - August 2004
Morgan Stanley March 2004 - June 2004
Junior Achievement Company Program August 2001 - June 2002
Skills
US GAAP, Investments, Corporate Finance, Finance, Analysis, Auditing, Financial Reporting, Financial Analysis, CPA, Mergers & Acquisitions
Education
DePaul University 2002 — 2006
Bachelor of Science, Finance and Accounting; Accounting; Finance
Deloitte September 2014 - Present
Deloitte October 2011 - September 2014
Deloitte October 2008 - September 2011
Deloitte October 2006 - September 2008
Deloitte January 2005 - October 2006
Citadel Investment Group June 2004 - August 2004
Morgan Stanley March 2004 - June 2004
Junior Achievement Company Program August 2001 - June 2002
Skills
US GAAP, Investments, Corporate Finance, Finance, Analysis, Auditing, Financial Reporting, Financial Analysis, CPA, Mergers & Acquisitions
Education
DePaul University 2002 — 2006
Bachelor of Science, Finance and Accounting; Accounting; Finance
Samer Jada's Morgan Stanley Experience August 2010 - November 2010
Job Equity Research Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company February 2015 - Present
Fitch Ratings June 2012 - January 2015
Deloitte January 2012 - March 2012
FTI Consulting June 2011 - September 2011
Grant Thornton LLP January 2011 - May 2011
Morgan Stanley August 2010 - November 2010
Merrill Lynch January 2010 - June 2010
Skills
Financial Modeling, Excel, Financial Reporting, Valuation, Financial Analysis, Microsoft Office, Accounting, Bloomberg, Business Valuation, Capital Markets, Auditing, Corporate Finance, Investments, Finance
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
DePaul University 2008 — 2012
Bachelor's of Science, Finance Honors and Accounting
William Blair & Company February 2015 - Present
Fitch Ratings June 2012 - January 2015
Deloitte January 2012 - March 2012
FTI Consulting June 2011 - September 2011
Grant Thornton LLP January 2011 - May 2011
Morgan Stanley August 2010 - November 2010
Merrill Lynch January 2010 - June 2010
Skills
Financial Modeling, Excel, Financial Reporting, Valuation, Financial Analysis, Microsoft Office, Accounting, Bloomberg, Business Valuation, Capital Markets, Auditing, Corporate Finance, Investments, Finance
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
DePaul University 2008 — 2012
Bachelor's of Science, Finance Honors and Accounting
Brian Yun's Morgan Stanley Experience June 2014 - Present
Job Equity Research Junior Associate
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley February 2012 - June 2014
Benford Capital Partners June 2011 - November 2011
Concord Financial Advisors, LLC February 2011 - June 2011
Education
DePaul University
Economics
Morgan Stanley June 2014 - Present
Morgan Stanley February 2012 - June 2014
Benford Capital Partners June 2011 - November 2011
Concord Financial Advisors, LLC February 2011 - June 2011
Education
DePaul University
Economics
Dessy Leintz's Morgan Stanley Experience March 2004 - June 2004
Job Senior Investment Consultant at Aon Hewitt Investment Consulting
Industry Outsourcing/Offshoring
Experience
EnnisKnupp and Associates July 2008 - January 2011
EnnisKnupp and Associates September 2006 - September 2008
EnnisKnupp and Associates July 2006 - June 2008
EnnisKnupp and Associates January 2006 - December 2006
Ennis Knupp and Associates September 2004 - December 2005
Morgan Stanley March 2004 - June 2004
City of Chicago January 2003 - June 2003
Strandja Nature Park October 2000 - September 2001
Skills
Program Management, Asset Allocation, Asset Managment, Equities, Investments, Portfolio Management, Financial Modeling, Investment Management, Investment Strategies, Financial Analysis
Education
Lake Forest Graduate School of Management 2011 — 2014
MBA
DePaul University 2002 — 2004
Bachelors of Science
Lake Forest Graduate School of Management
Graduate Certificate in Change Management
Lake Forest Graduate School of Management
Graduate Certificate in Management Analytics
EnnisKnupp and Associates July 2008 - January 2011
EnnisKnupp and Associates September 2006 - September 2008
EnnisKnupp and Associates July 2006 - June 2008
EnnisKnupp and Associates January 2006 - December 2006
Ennis Knupp and Associates September 2004 - December 2005
Morgan Stanley March 2004 - June 2004
City of Chicago January 2003 - June 2003
Strandja Nature Park October 2000 - September 2001
Skills
Program Management, Asset Allocation, Asset Managment, Equities, Investments, Portfolio Management, Financial Modeling, Investment Management, Investment Strategies, Financial Analysis
Education
Lake Forest Graduate School of Management 2011 — 2014
MBA
DePaul University 2002 — 2004
Bachelors of Science
Lake Forest Graduate School of Management
Graduate Certificate in Change Management
Lake Forest Graduate School of Management
Graduate Certificate in Management Analytics
R S's Morgan Stanley Experience July 1997 - June 2012
Job IT Developer | Business | Data Analyst
Industry Financial Services
Experience
VW Credit, Inc. July 2014 - November 2014
Integrys Energy Group September 2013 - March 2014
Morgan Stanley July 1997 - June 2012
Skills
SDLC, Data Warehousing, Data Modeling, Oracle, Unix Shell Scripting, ETL, SQL, Requirements Gathering, Business Analysis, Requirements Analysis, Leadership, Analysis, Databases, IT Strategy, Quality Assurance, PMP, Management, Enterprise Architecture, Business Objects, Software Project..., PL/SQL, Integration, Database Design, Business Intelligence, Microsoft SQL Server, Testing, Six Sigma
Education
DePaul University 1992 — 1997
M.S., Information Systems
DePaul University 1988 — 1990
B.S in Commerce, Finance
Mt. San Antonio College 1986 — 1988
A.A in LIberal Arts
Training
VW Credit, Inc. July 2014 - November 2014
Integrys Energy Group September 2013 - March 2014
Morgan Stanley July 1997 - June 2012
Skills
SDLC, Data Warehousing, Data Modeling, Oracle, Unix Shell Scripting, ETL, SQL, Requirements Gathering, Business Analysis, Requirements Analysis, Leadership, Analysis, Databases, IT Strategy, Quality Assurance, PMP, Management, Enterprise Architecture, Business Objects, Software Project..., PL/SQL, Integration, Database Design, Business Intelligence, Microsoft SQL Server, Testing, Six Sigma
Education
DePaul University 1992 — 1997
M.S., Information Systems
DePaul University 1988 — 1990
B.S in Commerce, Finance
Mt. San Antonio College 1986 — 1988
A.A in LIberal Arts
Training
Courtney Lach's Morgan Stanley Experience January 2014 - Present
Job Seeking management/legal position
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Superheat FGH January 2012 - January 2014
Skills
Customer Service, Microsoft Office, Team Building, Training, Accounts Payable
Education
DePaul University 2009 — 2011
Bachelor Liberal Arts and Sciences, English Literature
Morgan Stanley January 2014 - Present
Superheat FGH January 2012 - January 2014
Skills
Customer Service, Microsoft Office, Team Building, Training, Accounts Payable
Education
DePaul University 2009 — 2011
Bachelor Liberal Arts and Sciences, English Literature
Lynn Rosenberger's Morgan Stanley Experience July 2015 - Present
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
FGM Architects November 2005 - September 2007
LaSalle National Bank October 1992 - November 1995
LaSalle Bank Lakeview May 1990 - October 1992
Affiliated Bank June 1989 - May 1990
Skills
Customer Service, Microsoft Office, Management, Strategic Planning, Financial Analysis, Project Planning, Analysis, Leadership, Financial Reporting, Process Improvement
Education
DePaul University 2012 — 2014
CE-Certified Financial Planning, Financial Planning
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor's degree, Finance
Morgan Stanley July 2015 - Present
FGM Architects November 2005 - September 2007
LaSalle National Bank October 1992 - November 1995
LaSalle Bank Lakeview May 1990 - October 1992
Affiliated Bank June 1989 - May 1990
Skills
Customer Service, Microsoft Office, Management, Strategic Planning, Financial Analysis, Project Planning, Analysis, Leadership, Financial Reporting, Process Improvement
Education
DePaul University 2012 — 2014
CE-Certified Financial Planning, Financial Planning
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor's degree, Finance
Paul Schiavone's Morgan Stanley Experience February 1998 - December 2000
Job Predictive Model Developer, Machine Learning Practitioner, Analytics Disciple
Industry Information Technology and Services
Experience
M&N Trading February 2013 - October 2013
Hard Eight Holdings LLC April 2012 - January 2013
Gelber Group LLC May 2003 - February 2012
Enron January 2001 - December 2002
Morgan Stanley February 1998 - December 2000
Skills
Machine Learning, Python, R, Java, Predictive Modeling, Software Development, Statistics, Data Analysis, Data Mining, SQL, .NET, Pattern Recognition, Portfolio Management, Equities, Computer Science, Algorithms, Financial Modeling, Electronic Trading, Strategic Planning, Leadership, Risk Management, Derivatives, Trading, Artificial Intelligence
Education
Johns Hopkins Data Science Specialization
Data Science
DePaul University
Master of Science, Computer Science
University of Iowa
Bachelor of Arts, Political Science
University of Iowa
Bachelor's degree, Political Science and Government
M&N Trading February 2013 - October 2013
Hard Eight Holdings LLC April 2012 - January 2013
Gelber Group LLC May 2003 - February 2012
Enron January 2001 - December 2002
Morgan Stanley February 1998 - December 2000
Skills
Machine Learning, Python, R, Java, Predictive Modeling, Software Development, Statistics, Data Analysis, Data Mining, SQL, .NET, Pattern Recognition, Portfolio Management, Equities, Computer Science, Algorithms, Financial Modeling, Electronic Trading, Strategic Planning, Leadership, Risk Management, Derivatives, Trading, Artificial Intelligence
Education
Johns Hopkins Data Science Specialization
Data Science
DePaul University
Master of Science, Computer Science
University of Iowa
Bachelor of Arts, Political Science
University of Iowa
Bachelor's degree, Political Science and Government
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS