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
American Portfolios September 2007 - Present
A. Geoffrey Wade Financial Services, LLC August 2005 - Present
Raymond James Financial Services August 2005 - September 2007
Morgan Stanley March 1999 - August 2005
Skills
Investments, Insurance, Mutual Funds, Sales Management, Fixed Annuities, Strategic Planning, Team Building, Real Estate, Wealth Management, Investment Advisory, Retirement Planning, Asset Allocation, Series 7, Estate Planning, Retirement, Strategic Financial..., Securities, Life Insurance, Long-term Care, Portfolio Management, IRAs, Financial Planning
Education
DePauw University 1966 — 1967
Howe Military School 1960 — 1966
Morgan Stanley August 2015 - Present
Merrill Lynch June 2011 - August 2015
Skills
Active Directory, Disaster Recovery, VMware, VMware ESX, Virtualization, Enterprise Architecture, System Deployment, VMware Infrastructure, Servers, DNS, Data Center, VMware vSphere, Windows Server, System Administration, IT Strategy, Infrastructure, Cloud Computing, Integration, IT Management, Troubleshooting, Security, Windows
Education
DeVry University
Network & System Administration, Information Technology
Graystone Consulting April 2014 - Present
Morgan Stanley August 2013 - April 2014
Carahsoft Technology Corp. August 2011 - August 2013
U.S. Department of Housing and Urban Development June 2009 - August 2010
Skills
Salesforce.com, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Spanish, Customer Service, Marketing, Sales, Facebook, Social Networking, Management, Public Speaking, Account Management, Lead Generation
Education
Dickinson College 2007 — 2011
Bachelor of Arts, International Business and Management, Spanish
University of Málaga 2008 — 2009
Georgetown Visitation Preparatory High School 2003 — 2007
Amazing Care September 2013 - Present
Super Health Care, Inc November 2009 - September 2013
Developmental Pathways September 2009 - September 2013
Morgan Stanley 2006 - 2009
Skills
Web Sales, Computer Assembly, Spanish-speaking, Entrepreneurship, Small Business, Healthcare, Customer Service, Research, Microsoft Office, Project Management, Business Strategy, Strategic Planning, Public Speaking, Coaching, Wellness, Business Analysis, Team Building, Management Consulting, Change Management, New Business Development, Outlook, Non-profits, Leadership, Microsoft Word, PowerPoint, Fundraising, Event Planning, Training, Marketing, Social Media, Microsoft Excel, Management, Budgets, Program Development, Marketing Communications, Community Outreach, Team Leadership, Social Networking, Time Management, Editing, Leadership Development, System Administration, Negotiation, Cpr Certified, Data Entry, Organizational..., Marketing Strategy, Policy, Event Management, Staff Development
Education
Dixie State College 2000 — 2002
Associate of Arts (AA), Health Services/Allied Health/Health Sciences, General
Morgan Stanley Wealth Management March 2013 - Present
Morgan Stanley May 2011 - April 2013
Gelber Group LLC January 2009 - May 2011
Gelber Group LLC October 2004 - December 2008
Skills
Project Management, Management, Team Building, PowerPoint, Microsoft Excel, Databases, Business Strategy, Strategic Planning, FX Options, FX trading, Employee Stock Options, Manage Client..., Financial Markets, Financial Statements, Operations Management, Wealth Management, Trading, Investments
Education
DeVry University 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Web/Graphic Design
Private Wealth Partners, LLC July 2014 - Present
The Golf Mart, San Rafael April 2014 - July 2014
The Golf Mart, San Rafael November 2011 - April 2014
Morgan Stanley June 2013 - August 2013
Taylor James Clothing Boutique June 2008 - June 2010
My Sister's House 2009 - 2010
Skills
Leadership, Teamwork, Customer Service, PowerPoint, Analysis, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Sales, Research, Critical Thinking, Macintosh Applications, Time Management, Management, Budgets, Community Outreach, Editing, English, Event Management, Mac, Social Media Marketing, Social Networking, Advertising, Creative Writing, Data Analysis
Education
Dominican University of California 2010 — 2014
Bachelor of Arts (B.A.), Business Administration and Management and Biology, 3.5 Overall
St. Francis High School 2006 — 2010
Qatalyst Media, LLC May 2013 - Present
Interactive Marketing Solutions June 2005 - May 2013
Morgan Stanley April 2000 - June 2005
Conrad Direct April 1999 - April 2000
Skills
Direct Marketing, Online Marketing, Interactive Marketing, Online Advertising, Marketing, Lead Generation, Online Lead Generation, Customer Acquisition
Education
Dominican College of Blauvelt 2000 — 2004
Bachelor of Science (B.S.), Business Management/Marketing
SolarCity April 2015 - Present
Microgrid Energy 2014 - 2015
RGS Energy 2014 - 2014
NRG Energy 2012 - 2013
Merrill Lynch 2010 - 2012
Morgan Stanley 2008 - 2009
Bear Stearns & Co. Inc 2005 - 2008
Cantor Fitzgerald 2005 - 2005
Education
DeSales University 2002 — 2005
Bachelor of Science (BS), Accounting
Siena College 2000 — 2001
Finance, Sociology, Philosophy
St. Joseph Regional High School 1995 — 1999
High School
Morgan Stanley September 2010 - Present
RBC Wealth Management November 2008 - September 2010
Skills
Equities, Fixed Income, Investments, Wealth Management, Strategic Planning, Risk Management, Team Building, Customer Service, Financial Services, Banking, Management, Series 7, Series 63, Leadership, Mutual Funds, Insurance, Finance, Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), Finance
Saint Mary's College
Bachelor's Degree, Business Administration, Finance
Turnaround Management Association May 2015 - Present
Commercial Finance Association January 2015 - Present
Commercial Finance Association November 2014 - Present
Amherst Partners April 2014 - Present
Scouler & Company March 2005 - April 2014
Morgan Stanley January 2004 - February 2005
Wells Fargo January 2001 - January 2004
Skills
Sales & Marketing..., Debt Restructuring, Turn Around Management, Distressed M&A, Financial Analysis, Financial Services, mergers and acquisitions, CRM, Restructuring, Sourcing, Finance, Executive Management, Venture Capital, Emerging Markets, Marketing, Private Equity, Due Diligence, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Portfolio Management
Education
Dickinson College 1996 — 2000
Bachelor's degree, Political Science and Government
Greens Farms Academy
Morgan Stanley May 2013 - August 2013
Citi April 2013 - May 2013
PricewaterhouseCoopers July 2011 - August 2011
Bee Cheng Hiang July 2010 - September 2010
Skills
Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Data Analysis, Statistics, SPSS, Access, Spanish, Editing, Marketing Strategy, Financial Analysis, Market Research, Economics
Education
The Johns Hopkins University 2013 — 2014
Master of Science (M.S.), Marketing
Portland State University 2012 — 2013
Business Administration Certificate, Business Administration and Management, General
Dongbei University of Finance and Economics 2009 — 2013
Bachelor's degree, Accounting (ACCA)
Learn2Earn Fresno February 2012 - Present
DeVry University August 2007 - February 2012
Kern Schools Federal Credit Union 2005 - 2007
Merrill Lynch June 2005 - December 2005
Morgan Stanley 2002 - 2005
United States Marine Corps 1994 - 2002
Skills
Mutual Funds, Derivatives, Series 63, Equities, Securities, Equity Research, Fixed Income, Investment Advisory, Retirement Planning, Series 7, Investment Strategies, Empathy, Personal Values, Values-based Leadership, CampusVue, Finance, Insurance, Employee Training, Recruiting, Management, Strategic Financial..., Public Speaking, Customer Service, Program Management, Financial Planning, Strategic Planning, Social Media, Marketing, Leadership, Event Planning, Estate Planning, Student Financial Aid, Microsoft Office, Investments, Retirement
Education
Boron High School
Boron High School
Boron High School
DeVry University
University of Phoenix
Kirkland & Ellis LLP April 2014 - Present
Beugelmans, PLLC September 2013 - April 2014
Artell Law Group July 2012 - July 2013
The Pennsylvania State University, The Dickinson School of Law June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Scottrade November 2008 - May 2010
SAU 29 February 2007 - August 2007
Skills
Legal Research, Microsoft Excel, Legal Writing, PowerPoint, Securities, Microsoft Word, Finance, Microsoft Office, Research, Litigation, Lexis, Insurance, Dispute Resolution, Westlaw, Civil Litigation, Online Research, Trials, Courts
Education
Pennsylvania State University, The Dickinson School of Law 2010 — 2013
JD, Law
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2010
BS, Business Administration - Finance
Favus Institutional Research, LLC September 2012 - Present
Guidepoint Global December 2009 - August 2012
grail research, a member of Monitor Group March 2007 - December 2008
Summer Street Research Partners July 2006 - March 2007
Sturza’s Institutional Research June 2003 - June 2006
Morgan Stanley March 2001 - June 2003
Skills
Biotechnology, Finance, Pharmaceutical Industry, Lifesciences, Business Development, Fundamental Analysis, Data-Driven Sales &..., Opportunity Monetization, Investment Banking, Competitive Analysis, Healthcare, Medical Devices, Strategy, Venture Capital, Start-ups, Market Research, Mergers & Acquisitions, Market Analysis, Competitive Intelligence, Sales, Due Diligence, Cross-functional Team..., Valuation, Financial Modeling, Investments, Hedge Funds, Equities
Education
Dickinson College 1996 — 2000
BA, Political Science
christ school 1994 — 1996
Dickinson College September 2010 - Present
Morgan Stanley May 2013 - August 2013
Skills
Investments, Equities, Strategic Financial..., Financial Services, Portfolio Management, Wealth Management, ONLC Training: Level 1...
Education
Dickinson College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Newton South High School 2006 — 2010
Prozdor of Hebrew College
Graduate: four year advanced Jewish studies program
National Outdoor Leadership School (NOLS)
Completed accredited expedition length whitewater river skills program.
iPacesetters, LLC. 2012 - Present
American Institutes Holdings, Inc May 2010 - June 2012
Crane Co. April 2010 - May 2010
Maier,Markey & Justic LLP April 2008 - November 2009
Lewis, Birch, & Ricardo LLC July 2007 - April 2008
Morgan Stanley September 2005 - July 2007
Skills
Month End Close, Monthly Reporting, Financial Analysis, Financial Reporting, Cash Management, Cash Flow, Auditing, Audit Support, Corporate Finance, Budget Analysis, Financial Forecasting, Year End Close, Fixed Assets, General Ledger..., Depreciation, General Ledger..., Fixed Asset Management, Full Cycle Accounting, Accounts Payable, Revenue Recognition, Revenue Modeling, Intercompany..., Consolidated Financial..., Account Reconciliation, Financial Statements, Accounting, Great Plains Software, Pivot Tables, Payroll, US GAAP, Corporate Tax, CPA, Sarbanes-Oxley Act, Budgets, Sales Tax, Monthly Close, Access, Essbase, Financial Accounting, Preparation, Tax Accounting, Cost Accounting, External Audit, Balance Sheet, JD Edwards, Analysis, Accruals, GAAP, Internal Controls, Finance
Education
Dominican College of Blauvelt 2002 — 2004
BA, Accounting
Rockland Community College 1999 — 2001
AS, Business Administration and Accounting
Morgan Stanley April 2015 - Present
Morgan Stanley Wealth Management July 2013 - April 2015
Russo Power Equipment January 2009 - January 2013
Skills
Microsoft Office, Customer Service, Data Entry, Accounts Payable, Invoicing, Spreadsheets
Education
Dominican University 2009 — 2013
Bachelor of Arts in International Business with a Concentration in Spanish, Bachelor of Science in Business Administration with a Concentration in Finance, 3.85
Christopher J. Furlong, Esq. May 2015 - Present
Donohoe Talbert LLP January 2014 - May 2015
Morgan Stanley February 2012 - January 2014
JPMorgan Chase November 2011 - February 2012
NASDAQ OMX June 2008 - August 2010
Neil E. Guthrie, Esq., Legal Assistant/Intern June 2007 - August 2007
Skills
Securities, Finance, Research, Dodd-Frank, Compliance, Legal, Litigation, Legal Writing, Family Law, Due Diligence, Legal Research
Education
Pennsylvania State University, The Dickinson School of Law 2008 — 2011
J.D., Legal Practice
The Pennsylvania State University 2006 — 2008
Bachelor of Arts, Crime, Law & Justice/Business Administration
American Capital November 2013 - Present
Morgan Stanley July 2012 - November 2013
Morgan Stanley June 2011 - August 2011
Hartford Investment Management June 2007 - July 2010
Skills
Financial Modeling, Financial Analysis, Mezzanine, Investment Banking, Private Equity, Mergers & Acquisitions, Valuation, Corporate Finance, Capital Markets, Equities, Investments, Due Diligence, Entrepreneurship, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
DePauw University 2003 — 2007
BA, Economics and Spanish
CFA
Morgan Stanley June 2015 - August 2015
Dickinson College September 2013 - January 2015
Dickinson College September 2014 - December 2014
Skills
Data Analysis, Databases, Java, Critical Thinking, Eclipse, Microsoft Excel, MySQL, PHP, LaTeX, C++, C, Scheme, Prolog, Microsoft Word, Microsoft Office
Education
Dickinson College 2012 — 2016
Bachelor of Science (B.S.), Mathematics and Computer Science, 3.9
Chengdu Foreign Languages School 2006 — 2012
High School Diploma
RCM Professional Dog Training July 2014 - Present
Morgan Stanley June 2008 - July 2014
Stifel Nicolaus January 2006 - June 2008
Ryan Beck & Co. January 2003 - January 2006
Gruntal & Co. January 2000 - January 2003
Education
Dominican College of Blauvelt 2007 — 2011
BS, Accounting
Rockland Community College 2002 — 2006
AAS, Occupational Therapy
Fairleigh Dickinson University
CERTIFIED FINANCIAL PLANNER
HealthCatalyst June 2013 - Present
Fairchild Semiconductor December 2011 - June 2013
BD Medical April 2009 - December 2011
1-800 CONTACTS June 2007 - July 2008
Discover Financial Services May 2003 - June 2007
Morgan Stanley September 2000 - May 2003
UnitedHealth Group May 1991 - September 2000
Skills
Employee Relations, Workforce Planning, Recruiting, Human Resources, Onboarding, Talent Acquisition, Employee Benefits, Talent Management, Applicant Tracking..., Personnel Management, College Recruiting, HRIS, Succession Planning, Performance Management, Employment Law, Employee Engagement, Coaching, Team Building, Organizational..., Process Improvement, Benefits Administration, Temporary Placement, Job Descriptions, New Hire Orientations, Organizational Design, Compensation & Benefit, HR Policies, Hiring, Interviews, Employee Training, Labor Relations, Internet Recruiting, Technical Recruiting, Leadership, Management, Training, Leadership Development
Education
University of Utah 1998 — 2002
Bachelor of Science, Psychology
Dixie State College 1984 — 1986
Associate of Science, General Studies
Morgan Stanley July 2011 - July 2014
Marist College November 2009 - July 2011
Goldman Sachs November 2005 - January 2009
Goldman Sachs January 2003 - November 2005
Goldman Sachs January 1993 - January 2003
Skills
IT Service Management, IT Management, Mainframe Engineering, Disaster Recovery, Project Management, Data Center, Unix, Infrastructure, Integration, Technical Support, Sybase, Enterprise Software, Testing, Storage, Change Management, AIX, Enterprise Architecture, IT Operations, Operating Systems, Solaris, Outsourcing, Business Continuity, Information Technology, IT Strategy, Vendor Management, Incident Management, PMO, Virtualization, Management, Information Security, Mainframe, Market Data, SDLC, System Deployment, Mainframe Systems..., Problem Management, ITIL V3, Budget and Financial..., Help Desk Management, Financial Services, Critical Thinking and..., Oral and Written..., Staff Management, Staff Development, Information Security..., TCP/IP, Business Analysis, Leadership, Risk Management, z/OS
Education
Dominican College of Blauvelt
CIS
Manhattan College
Engineering
UBS September 2015 - Present
UBS August 2013 - September 2015
Wells Fargo November 2012 - June 2013
Merrill Lynch May 2009 - June 2012
Bank of America October 2007 - May 2009
Morgan Stanley January 2004 - October 2007
Education
Dickinson College
Bachelor of Arts (B.A.), History
The Depository Trust & Clearing Corporation 2012 - Present
Nomura Securities 2011 - 2012
Morgan Stanley 2008 - 2011
Bear Stearns 2006 - 2008
Citigroup 2005 - 2006
CMHC 2002 - 2005
TD Asset Management 2001 - 2002
Education
Université de Rennes I
PhD, Management Science (Quantitative Finance)
Université de Rennes I
DEA, Finance
Dongbei University of Finance and Economics
B.Sc, Information Systems and Econometrics
KKR 2014 - 2014
Morgan Stanley 2013 - 2013
American Security Project September 2012 - December 2012
Kirkland & Ellis LLP July 2010 - August 2010
Skills
Policy Analysis, Political Science, International Relations, Outstanding..., Foreign Policy, Public Policy, International Security, Political Campaigns, Community Outreach, Politics, Foreign Affairs, Data Analysis
Education
Dickinson College 2010 — 2014
Bachelor of Arts (BA), Political Science
Integrity Asset Management March 2015 - Present
Corporate Office Properties Trust January 2012 - December 2013
Morgan Stanley 2009 - 2011
Skills
Leases, Lease Administration, Property Management, Real Estate, Tenant, Real Estate Transactions, Administrative..., Asset Management, Microsoft Excel, Microsoft Office, Marketing
Education
DeVry University
Associate's Degree, Technical Human Resources Management
Morgan Stanley May 2007 - Present
Oracle Financial Services Software January 2001 - April 2007
Skills
Capital Markets, Investment Banking, Derivatives, SDLC, Requirements Analysis, Software Project..., Business Analysis, Solution Architecture, Agile Methodologies, Software Development, SOA, Project Management, SQL
Education
Devi Ahilya Vishwavidyalaya 1998 — 2001
Master of Computer Applications (MCA)
Devi Ahilya Vishwavidyalaya 1995 — 1998
Bachelor of Science (B.Sc.), Computer Science
BNY Mellon Wealth Management August 2014 - Present
Morgan Stanley July 2012 - August 2014
Interthinx March 2012 - July 2012
Wells Fargo Home Mortgage September 2010 - April 2011
PACIFIC ASSET MANAGEMENT GROUP January 2008 - September 2010
Scripps Investments and Loans January 2004 - January 2008
Skills
Investments, Finance, Credit, Loans, Mortgage Underwriting, Residential Mortgages, Credit Analysis, Financial Analysis, Business Analysis, Account Management, Risk Management, Commercial Lending, Portfolio Management, Due Diligence, Loan Origination, Financial Structuring, Financial Modeling, Mortgage Lending, Loan Servicing, Valuation, Credit Risk, Underwriting, Excel, Microsoft Office, PowerPoint, Loan Modification, Risk Analysis, Loan Structuring, Web Development, Non-Conforming, Financial Risk, Reverse Mortgages
Education
DeVry University-California 2005 — 2006
Bachelor's degree, Accounting and Business/Management, B+
Santa Barbara City College 2001 — 2004
Bachelor of Administration, Business/Economics, B+
I am in Between Jobs at the moment April 2015 - Present
Atos Consultant for Morgan Stanley May 2011 - May 2015
Health Plus, PHSP 2004 - May 2011
Morgan Stanley July 1999 - April 2001
Morgan Stanley January 1996 - June 1999
Skills
Citrix, Help Desk Support, Disaster Recovery, TCP/IP, Active Directory, XP, Technical Support, Access, System Administration, Computer Hardware, Customer Service, HIPAA, Healthcare Information..., Integration, Management, Microsoft Exchange, Microsoft Office, Windows 7, Windows XP
Education
Dominican College of Blauvelt
KCG Americas LLC May 2010 - Present
LaBranche Financial Services LLC October 2008 - January 2010
Lehman Brothers January 1998 - January 2008
Lehman Brothers January 1996 - January 1998
Morgan Stanley March 1993 - April 1996
USMC July 1986 - February 1993
Skills
Leadership, Project Management, Risk Management, Trading, Account Reconciliation, Equities, Financial Services, Fixed Income, Middle Office, Settlement, Securities, Bloomberg, Financial Risk, Capital Markets, Derivatives
Education
Dominican College of Blauvelt 1998 — 2003
BS, Financial Management
Citi July 2015 - Present
Citi June 2014 - Present
Citi January 2013 - June 2014
Bank of America May 2012 - January 2013
Linebarger Goggan Blair & Sampson, LLP April 2011 - May 2012
Linebarger Goggan Blair & Sampson, LLP February 2008 - April 2011
Saxon Mortgage Services Inc June 2007 - November 2007
American Home Mortgage March 2007 - June 2007
EMC Mortgage September 2005 - March 2007
Morgan Stanley 2007 - 2007
Skills
Mortgage Servicing, Mortgage Banking, Loss Mitigation, Residential Mortgages, Bankruptcy, Banking, Leadership, Mortgage Lending, Negotiation, Management, Loan Servicing, Default, Credit, Customer Service, Foreclosures, Real Estate, Financial Analysis, Business Analysis, Risk Management, Loans, Loan Origination, Call Centers, Due Diligence
Education
DeVry University-Texas 2013 — 2015
Bachelor of Business Administration (BBA), Accounting
The Opus Group® June 2015 - Present
Holladay Properties January 2014 - May 2015
Jones Lang LaSalle June 2013 - December 2013
Miller Global Properties May 2012 - May 2013
Caribbean Property Group January 2011 - April 2012
Deutsche Bank / RREEF August 2007 - December 2010
Hines Interests November 2006 - August 2007
Morgan Stanley 2004 - 2006
Skills
Valuation, Financial Modeling, Real Estate Investment, Real Estate Development, Real Estate Finance, Real Estate Private..., Capital Markets, Accounting, Due Diligence, Alternative Investments, Capital Raising, REIT, Real Estate Economics, Investment Properties, Asset Management, Real Estate, Investments, Portfolio Management, Finance, Commercial Real Estate, Financial Structuring, Acquisitions, Disposition, Financial Reporting, Joint Ventures, Investors, Real Estate Financing, Private Equity, Banking, Venture Capital, Investor Relations, Financial Analysis, Start-ups, Brokerage, Corporate Finance, Dispositions
Education
University of Notre Dame - Mendoza College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2009
Masters of Science, Finance
E*TRADE Financial January 2013 - Present
Morgan Stanley August 2012 - January 2013
Allconnect April 2010 - August 2012
Allconnect January 2010 - April 2010
America First Credit Union June 2008 - December 2009
Morgan Stanley May 2005 - June 2008
Discover Financial Services November 2004 - April 2005
Discover Financial Services February 2004 - October 2004
Discover Financial Services November 2002 - January 2004
Northwestern Mutual September 1997 - October 2002
Skills
Cross-functional Team..., Strategic Financial..., Sales Management, Retirement Planning, Series 7, Series 63, Investments, Financial Analysis, Credit, Insurance, Employee Benefits, Retirement, Risk Management, Customer Service, Team Building, Sales, Mortgage Lending, Strategic Planning, Disability Insurance, Call Center, Portfolio Management
Education
Westminster College 2004 — 2006
Business, Financial Services
University of Phoenix 2002 — 2003
Business Administration
Dixie State University 1991 — 1992
Morgan Stanley June 2010 - Present
Barclays Capital September 2008 - June 2010
Lehman Brothers January 2006 - September 2008
Townsend Analytics May 2002 - January 2006
TTC InfoAge December 1999 - January 2002
Information Resources, Inc. May 1994 - October 1999
Northern Trust June 1993 - January 1994
Skills
Bloomberg, Credit Derivatives, Integration, Software Development, Hedge Funds, Financial Risk, SDLC, Securities, Project Management, Portfolio Management, SQL, Trading Systems, Equities, Capital Markets, Market Data, Risk Management
Education
The University of Chicago - Booth School of Business
MBA High Honors, Finance, Marketing, Entrepreneurship
DePauw University
BA Magna Cum Laude, Computer Science, Economics
Shanghai Jiao Tong University
International Business, Computer Science
Merrill Lynch 2007 - Present
Fidelity Investments 2003 - 2006
Fidelity Charitable Services 2003 - 2005
Prudential Securities 2000 - 2003
Merrill Lynch 1997 - 2000
Florida National Bank, First Union, Wachovia 1992 - 1997
Morgan Stanley 1979 - 1985
Education
Cannon Fnancial Institute 1995 — 1997
CTFA, Trust
DePauw University 1974 — 1978
BA, Economics
Comcast December 2012 - Present
Morgan Stanley April 2010 - January 2012
Morgan Stanley September 2004 - April 2010
Lehman Brothers February 2000 - September 2004
Skills
Administrative..., Management, Customer Service, Human Resources, Program Management, Vendor Management
Education
DeVry University 2013 — 2016
Bachelor of Business Administration (BBA), Project Management, 3.5
Katherine Gibbs School 1995 — 1996
Executive Assistant/Executive Secretary, 3.0
Ernst & Young June 2013 - Present
Morgan Stanley April 2010 - April 2013
New York Blood Center March 2009 - April 2010
Skills
Onboarding, College Recruiting, Talent Acquisition, Talent Management, Recruiting, Human Resources, Applicant Tracking..., Deferred Compensation, HRIS, PeopleSoft, Program Management, Succession Planning
Education
Dickinson College 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Highland Park School District 113 January 2008 - Present
Institute for Financial Markets January 2010 - January 2011
Cantor Fitzgerald January 2004 - January 2005
Morgan Stanley January 2000 - January 2002
American Express January 1997 - January 2000
Peregrine Financial Group January 1994 - January 1997
Chicago Mercantile Exchange January 1985 - January 1993
Paine Webber, Jackson, and Curtis January 1979 - January 1985
Skills
Mortgage Lending, Financial Analysis, Credit, Portfolio Management, Wealth Management, Start-ups, Equities, Strategic Financial..., Strategic Planning, Asset Managment, Public Speaking, Leadership Development, Mutual Funds, Financial Modeling, Asset Management, Trading, Options, Teaching, Fundraising, Commodity, Sales, Asset Allocation, Technical Analysis, Financial Services
Education
Lake Forest College 2008 — 2008
Futures and Options Trading
University of Phoenix 2008 — 2008
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1985
MBA, Finance
University of Wisconsin-Madison 1979 — 1985
Master's Degree, Education, Curriculum and Instruction
University of Wisconsin 1971 — 1975
BS, History Education
Morgan Stanley February 2012 - Present
Morgan Stanley Smith Barney November 2007 - February 2012
Skills
Budgets, Customer Service, Facilities Management, Asset Management, Microsoft Excel, Project Management, Outlook, Portfolio Management, Analysis
Education
DeVry University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Jacobi Capital Management LLC A Registered Investment Adviser January 2012 - Present
Jacobi Capital Management LLC A Registered Investment Adviser December 2009 - Present
Jacobi Capital Management LLC A Registered Investment Adviser October 2008 - December 2011
Morgan Stanley April 2000 - October 2001
Education
Dickinson College 1995 — 1999
Bachelor of Arts (BA), Political Science and Government
Morgan Stanley April 2013 - Present
Johnson Bank May 2011 - April 2013
Associated Bank June 2010 - May 2011
Northern Trust 2006 - 2010
MB Financial Bank 2003 - 2006
Skills
Wealth Management, Investments, Banking, Strategic Financial..., Finance, Portfolio Management, Private Banking, Loans, Commercial Banking, Asset Allocation, Insurance, Mutual Funds, Series 7, Wealth, Retirement Planning, Securities Lending, Restricted Stock, Negotiation
Education
Illinois Wesleyan University 2001 — 2003
Bachelors, Business Administration
DePauw University 1999 — 2001
Bloomington High School 1995 — 1999
Alamo Capital August 2010 - Present
Morgan Stanley November 1992 - August 2009
Skills
Notary Public
Education
Diablo Valley College 1985 — 1988
AA
Holy Names High School 1981 — 1985
Marvin Gardens Real Estate August 2015 - Present
Agralogics June 2014 - February 2015
Morgan Stanley April 2013 - June 2013
Skills
Customer Service, Teamwork, Product Demonstration, Social Media, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Public Speaking, English, Event Planning, Management, Product Management, Account Management
Education
University of California, Davis 2012 — 2014
Bachelor's Degree, Managerial Economics
Diablo Valley College 2009 — 2012
Associate's Degree, Business Administration and Management, General
Make School June 2015 - August 2015
ASUCD Unitrans March 2015 - July 2015
Morgan Stanley March 2015 - June 2015
Applebees International February 2014 - July 2014
Young Entrepreneurs at Haas September 2013 - May 2014
Assemblywoman Susan Bonilla June 2011 - August 2011
Skills
Public Speaking, Python, Business Intelligence, Economics, Front-end Development, Networking, Objective-C, Mobile Application..., Digital Marketing, Swift
Education
University of California, Davis 2014 — 2016
Business/Managerial Economics
Diablo Valley College 2012 — 2014
Economics
Vodafone Global Enterprise August 2015 - Present
Broadview Networks March 2009 - August 2015
Telstra April 2007 - January 2009
Morgan Stanley June 2004 - February 2007
Skills
Telecommunications, Avaya, Product Managers, Cloud Computing, Financials, Ethernet, Strategy, Unified Communications, Telephony, MPLS, Wireless
Education
DeVry University 2001 — 2004
Bachelor of Science (BS), Telecommunications Management
First Financial Equity Corporation July 2014 - Present
Merril Lynch Inc February 2009 - October 2012
Morgan Stanley 1999 - 2009
Skills
Leadership, Management, Training
Education
Dillard University 1973 — 1979
Bachelor of Science, Accounting, Accounting and Finance
Morgan Stanley July 2014 - Present
Georgia-Pacific LLC February 2014 - July 2014
Invest Atlanta May 2012 - February 2014
Morgan Stanley February 2006 - May 2012
Sutherland Asbill & Brennan LLP October 2002 - February 2006
Skills
Contract Negotiation, Training, Negotiation, Leadership, Corporate Governance, Management, Real Estate, Finance, Corporate Law, Strategic Planning, Outlook, Securities, Legal Assistance, Budgets, Real Estate Transactions, Microsoft Office, Government, Legal Research, Legal Writing, Mergers, Policy, Due Diligence, Mergers & Acquisitions
Education
Keller Graduate School of Management
MBA, General Management
DeVry University
BS, Technical Management
Morgan Stanley June 2015 - August 2015
University of Vermont January 2015 - May 2015
Tangoe June 2014 - August 2014
Outdoor Sports Center 2012 - 2014
Connecticut State Referee Program 2008 - 2014
Education
University of Vermont 2013 — 2017
Bachelor of Science in Business Administration (BSBA)
Donghua University
Weston High School 13' 2008 — 2013
High School
Barclays May 2015 - Present
JPMorgan Chase July 2013 - May 2015
Queensborough Community College January 2013 - July 2013
H&R Block January 2013 - April 2013
Information Technology Associates Program August 2010 - May 2012
Faculty Instructional Technology Support May 2010 - August 2010
Department of English at DePauw University August 2009 - May 2010
Morgan Stanley June 2007 - July 2007
Skills
Java, C++, HTML, CSS, Dreamweaver, VB.NET, Teaching, Visual Basic .NET, ASP, E-Prime, SPSS, Emacs, Microsoft Access, Databases, SQL, Microsoft Office, Visual Basic, Access
Education
DePauw University 2008 — 2012
Bachelor of Arts (BA), Computer Science and Psychology
Stuyvesant High School 2004 — 2008
Advanced Regents Diploma, Computer Science
Morgan Stanley March 2013 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Stata, Budgets, Finance, Problem Solving, Time Management, Investments, Research
Education
Dickinson College 2011 — 2015
Bachelor’s Degree, Economics
Cold Spring Harbor High School 2007 — 2011
High School
Cavalli Club, Restaurant & Lounge January 2015 - Present
Corporate Marketing Event Planning Leaders 2015 - Present
Baoli Miami March 2014 - February 2015
Truluck's Seafood, Steak and Crab House, Miami Ft. Lauderdale Boca Raton April 2011 - March 2014
Lucky Strike Lanes March 2010 - April 2011
Dreamcatcher Charters and the Keys to Key West May 2008 - March 2010
UBS Financial Services Inc November 2007 - May 2008
UBS Financial Services Inc July 2006 - November 2007
Morgan Stanley January 2006 - July 2006
Best Cruises Inc October 2003 - January 2006
Skills
Event Management, Marketing, Sales, Public Relations, Customer Service, Advertising, Management, Marketing Strategy, Leadership, Social Networking, Hotels, Hospitality Industry, Microsoft Office, Sales Management, New Business Development, Catering, Newsletters, CRM, Direct Marketing, Customer Relations, Negotiation, Database Administration, Open Table, Administration, Caterease, System Administration, Reserve, Hotschedules, OpenTable, Aloha, Event Planning, Special Events, Events Coordination, Event Production, Corporate Events, Social Events, Non-Profit Events, Marketing Events, Social Media, Social Media Marketing, Online Marketing, Team Building, Client Relations, Branding, Trade Shows, Hospitality, Training, Food & Beverage, Hospitality Management, Marketing Communications
Education
DeVry University 2001 — 2006
BS Business Information Systems, Business
February 2006DeVry UniversityNorth
B.S, Business Administration; Business Information Systems
October 2003DeVry UniversityNorth
A.A.S, Business Administration; Business Information Systems
ADP 2015 - Present
Contracts: Dun & Bradstreet, JPMorgan Chase, LG Electronics, Toys R Us 2011 - 2014
HSBC 2005 - 2011
Morgan Stanley April 2005 - October 2005
Skills
College Recruiting, Sourcing, Candidate Development, Applicant Tracking..., Cold Calling, Screening, Full-cycle Recruiting, Talent Acquisition, Recruitment/Retention, Internet Recruiting, PeopleSoft, Interviewing, Onboarding, HRIS, Salary Negotiation, Compliance, Banking, Customer Relations, Hiring, New Hire Orientation, Job Fairs, Direct Sourcing, HR Policies, Compensation, Contract Recruitment, Recruiting, New Hire Orientations, Customer Service, Temporary Placement, Interviews, Screening Resumes, Performance Management, Talent Management, Human Resources, Benefits Negotiation, Executive Search, Taleo, Technical Recruiting, Job Descriptions
Education
DeVry University
BS, Human Resources Management
Morgan Stanley September 2014 - Present
Procter & Gamble January 2013 - May 2013
Independent Purchasing Cooperative September 2012 - December 2012
Surpless, Dunn & Company June 2012 - August 2012
Skills
Microsoft Excel, Social Media, Microsoft Office, Public Speaking, PowerPoint
Education
DePauw University 2010 — 2014
Bachelor of Arts (B.A.), Economics, History
The London School of Economics and Political Science (LSE) 2013 — 2013
Public Finance
NUVI February 2015 - Present
Proofpoint April 2014 - November 2014
Proofpoint July 2013 - April 2014
Vivint December 2012 - July 2013
DeVry University December 2008 - October 2012
Morgan Stanley June 2008 - November 2008
Morgan Stanley July 2006 - June 2008
E*TRADE Financial March 2006 - June 2006
Fidelity Investments November 2005 - March 2006
Skills
Sales, Management, Customer Service, Salesforce.com, Training, Leadership, Recruiting, Microsoft Office, Business Development, Microsoft Excel, Strategy, Sales Process, Public Speaking, PowerPoint, Human Resources, Coaching, New Business Development, Account Management, CRM, Program Management, Enterprise Software, Sales Management, Analysis, Microsoft Word, Teamwork, Inventory Management, Project Management, Social Media, HTML + CSS, Financial Analysis, Process Improvement, SaaS, Solution Selling, Sales Operations, Social Networking, Lead Generation, Marketing, Analytics, Marketing Strategy, Social Media Marketing
Education
DeVry University 2009 — 2012
BS, Marketing
Pocatello High School
Edubase, Inc. August 2012 - Present
UCLA Undergraduate Students Association January 2015 - Present
Morgan Stanley May 2013 - August 2013
Jumpstart January 2013 - May 2013
Bloomingdale's November 2012 - January 2013
Chabot Space & Science Center February 2008 - March 2012
Skills
Community Outreach, Event Management, Program Development, Non-profits, Strategic Planning, Fundraising, Program Management, Nonprofits, Grant Writing
Education
University of California, Los Angeles 2014 — 2016
B.A. Economics, Minor in Statistics
Diablo Valley College 2012 — 2014
UBS Financial Services May 2008 - Present
UBS Financial Services May 2008 - Present
Morgan Stanley February 2006 - May 2008
Education
DeSales University
B.A, Theatre
RBC Wealth Management September 2015 - Present
BankWork$ 2015 - 2015
Morgan Stanley April 2014 - June 2014
Zolio Inc September 2013 - November 2013
Muscular Dystrophy Association June 2012 - July 2012
Skills
Fashion, Small Business, Finance, Customer Service, Research, Data Analysis, Fundraising, Linear Programming, Market Research, Team Leadership, Accounting, Strategic Planning, Leadership, Financial Analysis, Management, Investments, Event Planning, Valuation, Social Networking
Education
University of California, Davis 2012 — 2014
Bachelor's Degree, Managerial Economics
Diablo Valley College 2009 — 2012
Associate's Degree, Business Administration and Management, General
Franklin County Child Support August 2015 - Present
United States Postal Service July 2013 - Present
Franklin County Department of Jobs and Family Services April 2015 - August 2015
Franklin County Department of Jobs and Family Services April 2014 - April 2015
Morgan Stanley June 2012 - July 2013
Aetna June 2010 - June 2012
Time Warner Cable March 2008 - June 2010
Skills
Customer Service, Customer Retention, MS Project, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, PeopleSoft, Windows XP Pro, Windows Vista, Windows 7, ICOMS, Adobe Acrobat, Microsoft Exchange, Call Centers, Troubleshooting, Customer Satisfaction, Employee Benefits, SharePoint, Outlook, Data Entry, Telephone Skills, Technical Support, Customer Support, Computer Hardware, Microsoft Office 2007, Time Management, Printers, Internet Explorer, Workforce Management, Administrative..., PowerPoint, Avaya, Insurance, Supervisory Skills, Office Administration, Office Management, Customer Experience, Access, Training, Critical Thinking, Healthcare, Business Analysis, Policy, Social Networking, Spreadsheets, Employee Training, Leadership Development, Lotus Notes, Visio
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
Master of Public Administration (MPA), Healthcare Management
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (MBA), Project Management
DeVry University-Ohio 2008 — 2010
Bachelor of Science (B.S.), Sales and Marketing Operations/Marketing
Morgan Stanley November 2014 - Present
PNC Bank March 2013 - April 2014
PNC November 2010 - March 2013
PNC Bank February 2009 - November 2010
PNC Bank July 2007 - February 2009
Ohio Dept of Rehabilitation & Corrections August 2004 - December 2004
Skills
Customer service, Online Technical Support, Resourceful..., Lending, Underwriting, Microsoft Office, Employee Training, employee motivation, Customer Service
Education
Tiffin University 2004 — 2008
Bachelor of Criminal Justice, Forensic Psychology
DeVry University
Computer Science
HPH Hospice May 2015 - Present
Regional Medical Center Bayonet Point August 2011 - Present
Mount Sinai Medical Center April 2008 - August 2011
Hospital for Special Surgery 2007 - 2008
Morgan Stanley 1998 - 2004
First Chicago Trust Co 1995 - 1998
Chase Manhattan 1994 - 1994
The Clerk of the Circuit Court of Cook County 1991 - 1994
Allstate 1989 - 1991
Cook County Assessor 1987 - 1989
Skills
Inpatient, Nursing, ACLS
Education
LIU Brooklyn 2004 — 2007
Bachelor's degree, Registered Nursing/Registered Nurse
New York University 2001 — 2003
Certificate, Windows programming
University of Illinois at Chicago 1989 — 1994
Master of Business Administration (M.B.A.), Finance, General - MIS - Operations Research
Governors State University 1987 — 1989
Bachelor's degree, Computer Science
DeVry University 1984 — 1987
Bachelor's degree, Electrical and Electronics Engineering
SIU Carbondale 1978 — 1981
Computer Science
C & J Foods LLC December 2014 - Present
The Prindle Institute for Ethics June 2014 - Present
The Prindle Institute for Ethics August 2012 - May 2014
Wexner Center for the Arts May 2013 - August 2013
Kino Světozor September 2012 - December 2012
WGRE 91.5 FM August 2011 - May 2012
SolarVision January 2012 - January 2012
WWCD 102.5 FM June 2011 - August 2011
Morgan Stanley June 2011 - August 2011
Skills
Editing, Radio, Art, Music, Translation, Blogging, Creative Writing, Event Planning, Broadcast, Social Networking, Writing, Facebook, Final Cut Pro, Community Outreach, Volunteer Management
Education
DePauw University 2010 — 2014
Bachelor of Arts (B.A.), Honor Scholar, Major: Philosophy, Minor: English Literature, 3.64
CIEE Abroad: Prague, Czech Republic 2012 — 2012
Central European Studies, Film Studies
Heartland Financial USA, Inc. March 2015 - Present
Protiviti June 2014 - January 2015
Morgan Stanley June 2013 - June 2014
Verizon April 2011 - June 2013
Turn-key Technologies Inc. January 2011 - April 2011
Pep Boys October 2010 - December 2010
Vital Network Services August 2010 - October 2010
ReSearch Pharmaceutical Services August 2009 - August 2010
Sprint July 2007 - August 2009
Skills
Switches, Cisco Technologies, Networking, Active Directory, Troubleshooting, Routing, Network Security, Windows Server, CCNA, Firewalls, Security, VoIP, Network Engineering, Routers, LAN-WAN, OSPF, Wireless Networking, TCP/IP, Sales, Customer Service, Linux, EIGRP, Penetration Testing, Virtualization, BGP, Data Center, Programming, WebRTC
Education
Stevens Institute of Technology 2012 — 2014
Master of Science (M.S.), Cyber Security, 3.0
DeVry University 2007 — 2010
Bachelors, Networking Communications, 3.2
Airmods
Associate of Science (AS), Aviation
Morgan Stanley December 2014 - Present
Credit Suisse July 2011 - 2014
UBS 2010 - 2010
TriPoint Global Equities 2009 - 2009
Skills
Asset Allocation, Bloomberg, Investments, Financial Modeling, Relationship Management, Microsoft Excel, Wealth Management, Commercial Real Estate, Mutual Funds, Series 7, Real Estate, Investment Advisory, Private Equity, Private Banking, Due Diligence, Secured Funding, Money Market fund, Economics, Wealth Management..., Emerging Markets, Portfolio Management, Financial Services, Asset Managment, Financial Analysis, Series 66, Sales
Education
Dickinson College 2007 — 2011
Bachelor of Arts (B.A.), Economics
New York University
professional development, Real Estate Financial Analysis
University of East Anglia
study abroad program, economics, mathematics
salesforce.com February 2012 - Present
Morgan Stanley June 2011 - August 2011
Stony Brook University December 2010 - May 2011
CSC November 2009 - August 2010
Skills
C#, ASP.NET, Java, C, C++, J2EE, Eclipse, Python, JavaScript, Unix, XML
Education
Devi Ahilya Vishwavidyalaya 2005 — 2009
BE, Computer Engineering
State University of New York at Stony Brook
MS, Computer Science
Aequitas Solutions February 2015 - Present
Christian Brothers Moving Company November 2012 - August 2014
San Ramon Valley Unified School District November 2010 - August 2014
AlterG July 2013 - June 2014
Childrens Hospital Oakland/ Portable CIO May 2013 - July 2013
Studio Trilogy June 2012 - August 2012
Barnes & Noble College December 2009 - December 2010
Barnes & Noble College June 2006 - December 2009
Morgan Stanley May 2007 - August 2008
Skills
Customer Service, Sales, Purchasing, Training, Retail, Facebook, Outlook, Social Networking, PowerPoint, Microsoft Excel, Microsoft Word, Management, Marketing, Time Management, Email Marketing, Microsoft Office, Leadership, Social Media
Education
Saint Mary's College of California 2005 — 2009
B.S, Business Administration, 3.5
Diablo Valley College 2011 — 2012
Certificate, Music Industry Studies, 3.739
Goldman Sachs April 2012 - Present
Deutsche Asset Management-DWS Investments February 2010 - April 2012
Country Capital Management September 2009 - February 2010
Morgan Stanley March 2008 - March 2009
Countrywide Home Loans April 2006 - March 2008
Skills
Mutual Funds, Finance, Portfolio Management, Investments, Asset Allocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Investment Management
Northern Illinois University
Bachelor of Science, Marketing
Morgan Stanley August 2015 - Present
Morgan Stanley April 2013 - August 2015
Vodafone Operations Centre Hungary September 2010 - September 2012
Atlantic Società a Responsabilità Limitata (limited liability company) May 2004 - August 2010
Hewlett-Packard France January 2000 - April 2004
United States Department of Defense May 1998 - January 2000
Skills
Transition Management, Server Consolidation, Standardization, IT Transformation, International Project..., IT Service Management, Supplier Management, IT Sourcing, IT Management, IT Strategy, Stakeholder Management, Stakeholder Engagement, Pre-Sales Consulting, Post-sale Support, Military Experience, Inspiring Leadership, Highly motivated..., Enterprise Account..., ITIL Certified, Technology Integration, Technology Roadmapping, Service Level Management, New Business Development, Team Management, IT Optimisation, Project Portfolio..., Infrastructure, Infrastructure..., IT Infrastructure..., Strategy, Inspiring People, Result Oriented Approach, Service Delivery, Incident Management, Management, Project Management, Security, ISO 27001, Testing, PRINCE2, Service Management, Outsourcing, Business Continuity, Information Technology, Project Delivery, Vendor Management, Resource Management, PMO, System Deployment, Unix
Education
PMI Budapest, Hungrian Chapter 2015 — 2016
PMI Member, Project Management
CEU Business School - Executive MBA 2014 — 2016
Master of Business Administration (MBA), Business and Sustainability
DeVry University-Illinois 1992 — 1997
Bachelor of Science (B.Sc.), Computer Information Systems
West Aurora High School 1984 — 1988
High School dipolma, General Studies
Morgan Stanley November 2014 - August 2015
Inverness Golf Club May 2006 - September 2014
W.E.Carlson Corporation January 2014 - January 2014
Skills
Investments, Microsoft Word, Microsoft Excel, PowerPoint, Facebook, Twitter, Google Docs, Calculations, Problem Analysis, Leadership, Teamwork, Stock Market, Customer Service, Communication, Sales, Social Media, Public Speaking, Event Planning, WRDS, Marketing, Social Media Marketing, Microsoft Office
Education
DePaul University College of Law 2015 — 2018
Juris Doctor (J.D.), 1L
University of San Diego 2011 — 2014
Bachelor's Degree, Finance
Facebook June 2015 - Present
Google June 2014 - June 2015
RE/MAX Gold May 2013 - August 2013
Morgan Stanley January 2013 - March 2013
Alpha Phi Omega National Service Fraternity February 2012 - June 2012
FedEx Ground April 2011 - September 2011
Skills
Microsoft Excel, Leadership, Analysis, Microsoft Office, PowerPoint, Marketing, Budgets, Training, Data Analysis, Google Docs, Microsoft Word, Program Management, Access, Data Entry, Event Planning, Salesforce.com
Education
University of California, Davis 2011 — 2013
Bachelor of Arts (B.A.), Psychology
Diablo Valley College 2009 — 2011
Univest Investments June 2014 - Present
Merrill Lynch September 2013 - June 2014
Morgan Stanley July 2012 - August 2013
Christopher Financial at Raymond James Financial Services May 2011 - July 2012
Skills
Series 7, Series 66, Investments, Wealth Management, Finance, Investment Management, Credit, Mutual Funds, Portfolio Management, Financial Services, Insurance, Banking, Uniform Combined State...
Education
Dickinson College 2001 — 2005
Bachelors, English, Business
Abington Friends High School 1997 — 2001
Healthjump Inc. 2013 - Present
AGC Partners 2012 - 2012
Russell, Sturgis & Co. 2009 - 2012
Merrill Lynch 2005 - 2009
Morgan Stanley 2000 - 2003
Lehman Brothers 1999 - 2000
Merrill Lynch 1997 - 1999
Brown Brothers Harriman January 1996 - January 1997
Overseas Private Investment Corporation 1995 - 1996
Cargill Investor Services 1995 - 1995
Skills
Financial Modeling, Equity Research, Valuation, Equities, Private Equity, Investment Banking, Asset Management, Financial Analysis, Mergers & Acquisitions, Emerging Markets, Investments, Portfolio Management, Capital Markets, Financial Advisory, Project Finance, Fixed Income, Alternative Investments, Venture Capital, Bloomberg, Hedge Funds, Corporate Finance, Due Diligence, Business Strategy, Strategy
Education
Yale University - Yale School of Management 2003 — 2005
MBA
American University, Washington D.C 1994 — 1996
MA
Dickinson College
BA
Morgan Stanley 2012 - Present
Tenrox October 2010 - April 2012
HCL Technologies 2005 - 2010
Skills
C#, ASP.NET, Entity Framework, SQL Server, LINQ, WinForms, TFS, Web Services, WCF, .NET, Agile Methodologies, Design Patterns, Scrum, Visual Studio, WPF, XML, SQL, ASP.NET MVC, Microsoft SQL Server
Education
Devi Ahilya Vishwavidyalaya 2002 — 2005
Master of Computer Applications (MCA), Computer Science
Morgan Stanley August 2014 - Present
Barclays Investment Bank December 2013 - July 2014
CreditRiskMonitor October 2012 - November 2013
Morgan Stanley May 2012 - September 2012
Skills
Sales, Data Entry, Microsoft Office, Outlook, Microsoft Excel, Finance, Recruiting, Microsoft Word, Research, PowerPoint, Analysis, Teamwork, Market Research, Banking, Financial Analysis, Bloomberg, Fixed Income, Financial Modeling, Capital Markets, Access, Equities, Investment Banking, Data Analysis, Team-oriented, Time Management, Financial Services, Due Diligence
Education
Dominican College of Blauvelt 2008 — 2012
Bachelor's degree, Finance and Economics, 3.5
Morgan Stanley January 2012 - Present
PricewaterhouseCoopers June 2005 - December 2011
Tribune Company January 2003 - May 2005
Ernst & Young September 1997 - November 1999
Skills
CPA, Tax, Corporate Tax, Tax Accounting, SEC filings, Due Diligence, Income Tax, International Tax, Partnership Taxation, Tax Advisory, Tax Preparation, Tax Research, Auditing, Tax Law, Tax Returns
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
Master of Science, Taxation
The University of Texas at Austin 1991 — 1995
BBA, Accounting
PNC Investments December 2010 - Present
Morgan Stanley September 2006 - December 2010
Jump Street 2000 - 2007
Wachovia Securities, LLC May 1993 - September 2006
American Express Financial Advisors November 1988 - May 1993
Wendys International June 1978 - November 1988
Education
Dickinson College 1973 — 1978
BA, Economics
Carlisle High School 1969 — 1973
College prep, College Prep
J.P. Morgan Securities, LLC September 2015 - Present
Morgan Stanley April 2015 - September 2015
Morgan Stanley July 2013 - April 2015
Morgan Stanley August 2012 - July 2013
KPMG LLP February 2009 - July 2012
WedAlert.com Corporation May 2007 - January 2009
Skills
Series 7, Series 63, Investments, Sales, Customer Service, Blogging, Strategic Financial..., Finance, Building Relationships, Marketing, Economics, Personal Finance, Retirement Planning, Budgets, Accounting, Research, Stock Market, Advertising, Training, Coaching, Forecasting, Management, Human Resources, Leadership, Financial Analysis, Business, Social Networking, Writing, Problem Solving, Collaborative, Organizing
Education
DeVry University 2011 — 2012
Bachelor of Science (BS), Technical Management - Finance Concentration, 4.0
The Ohio State University 2001 — 2004
Marketing, 3.44
Adkins Matchett & Toy April 2014 - Present
Morgan Stanley July 2007 - April 2014
Michael Page International October 2005 - July 2007
Michael Page International September 2002 - July 2006
Skills
Training, Learning and Development, Human Resources, Team Building, Team-oriented, Multi Tasking, Talent Management, Recruiting, Office Management, Outlook
Education
DeVry University
Associate Degree, Business Administration
Morgan Stanley November 2014 - Present
Moody's Corporation September 2013 - November 2014
PwC August 2011 - August 2013
SERVIER Beijing Pharmaceuticals Research & Development Co, Ltd. January 2010 - April 2010
University of Michigan Ross School of Business January 2010 - April 2010
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2011
MAcc, Accounting
Dongbei University of Finance and Economics 2006 — 2010
BBA, Accounting
World Financial Group (WFG) February 2012 - May 2013
TD Bank July 2006 - January 2012
Morgan Stanley October 1997 - March 2002
McKinsey & Company November 1991 - August 1996
Skills
Microsoft Office Suite
Education
DeVry University 2009 — 2016
Master of Business Administration (M.B.A.), Marketing
City University of New York-Queens College 1986 — 1990
Bachelor's Degree, Psychology, Philosophy, Sociology
Vassar College 1983 — 1985
Bachelor's Degree, Cognitive Science
ASIS International January 2012 - Present
ContinuityCompliance.org October 2008 - Present
Radian Compliance January 2007 - Present
Morgan Stanley 1998 - 2003
Discover 1991 - 2003
Discover 1991 - 2003
Skills
Quality Auditing, Integrated Management..., Implementing Management..., Standards Development, ISO 27001, ISO 20000, Business Continuity..., Business Continuity..., IT Audit, COBIT, SAS70, Disaster Recovery, BS25999, Information Security, Privacy Law, Business Continuity, Internal Audit, IT Service Management, Enterprise Risk..., Risk Assessment, Governance, Information Security..., Incident Management, Security Audits, Information Technology, Management, Operational Risk..., Sarbanes-Oxley Act, Security Awareness, Financial Risk, PCI DSS, Crisis Management, Business Resilience, Risk Management, CISA, Security, Fraud, Operational Risk, Computer Forensics, Vulnerability Assessment, Identity Management, Risk Analysis, Management Consulting, Sarbanes-Oxley, Data Privacy, Security Management, Computer Security, CISSP, Business Process..., ITIL
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1990
MBA, Finance
Loyola University Chicago 1982 — 1986
BBA, Accounting
Mather High School
UBS Wealth Management 2007 - Present
Morgan Stanley June 1994 - March 2007
Skills
Series 7, Series 66, Release Management, Project Management, Application Support, Business Analysis, Applications Software..., Six Sigma, ITIL V3, PMO, ITIL, IT Management, SDLC, Vendor Management, Software Project..., Leadership, Outsourcing, Project Portfolio..., Risk Management, IT Strategy, Visio, Trading Systems, PMP, Financial Services, Integration, Enterprise Architecture, Disaster Recovery, Banking, Project Delivery, Requirements Analysis, Business Process, Requirements Gathering, User Acceptance Testing, IT Service Management, Business Process..., Resource Management
Education
DeVry University
BS, Computer Information System
Accountemps OwnerSpartacus Business ServicesAccountantKent Homeopathic Associates, Inc2007 - 2008
Kent Homeopathic Associates, Inc 2007 - 2008
Morgan Stanley 2001 - 2002
Masma Construction 1999 - 2000
Pacific Stock Exchange 1984 - 1988
Merrill Lynch 1980 - 1984
Skills
General Ledger, Reconciliation, Journal Entries, Accounts Payable, Reconciliations, Quickbooks, Account Reconciliation, Accounts Receivable, Peachtree, Bookkeeping, Balance, Payroll, Payroll Processing, Payroll Taxes, Sales Tax, Small Business, Accountants, Finance, Financial Statements, Bank Reconciliation, Accounting, QuickBooks, Accruals, Tax Preparation
Education
Dominican University of California 1997 — 1998
Morgan Stanley October 2007 - Present
JP Morgan Chase October 2002 - August 2007
Siemens Corporate Research December 2001 - October 2002
Education
New Jersey Institute of Technology 2000 — 2002
Masters, Computer Science
Devi Ahilya Vishwavidyalaya 1996 — 2000
BE, Computer science
Bank of America Merrill Lynch October 2014 - Present
Bank of America Merrill Lynch July 2013 - October 2014
Bank of America Merrill Lynch December 2010 - July 2013
Morgan Stanley October 2008 - December 2010
Lehman Brothers July 2007 - September 2008
Bloomberg June 2005 - August 2005
Bloomberg June 2004 - August 2004
Bloomberg June 2002 - August 2002
Skills
Recruiting, Human Resources, Personnel Management, Leadership
Education
Dickinson College 2003 — 2007
U.S. Trust June 2013 - Present
Morgan Stanley October 2009 - June 2013
Martson, Deardorff, Williams & Otto May 2008 - January 2009
Lennox Vineyards May 2007 - August 2007
Education
Dickinson College 2005 — 2009
BA
Christ School 2002 — 2005
2016 Level III Candidate in the CFA Program
Morgan Stanley April 2013 - Present
RBS Markets & International Banking March 2013 - April 2013
American International Group, Inc June 2008 - March 2013
Anchin Block & Anchin LLP July 2007 - April 2008
QBE the Americas (Formerly known as Praetorian Financial Group) June 2006 - June 2007
Protiviti, Inc June 2004 - May 2006
Paneth & Shron, LLP August 2002 - May 2004
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Sarbanes-Oxley, Financial Statements, Financial Audits, GAAP, Internal Audit, Auditing, General Ledger, Financial Accounting, US GAAP, Accounting, Account Reconciliation, Variance Analysis, Accounts Payable, Corporate Finance, CPA, Managerial Finance, Accounts Receivable, SEC filings
Education
DeVry Institute of Technology 1999 — 2002
BS, Accounting
Cathedral Prep
Cowen and Company September 2000 - Present
Morgan Stanley August 1999 - August 2000
Prudential Financial September 1996 - August 1999
Skills
Equities, Hedge Funds, Bloomberg, Equity Trading, Series 7, Trading, Electronic Trading, Capital Markets, Trading Systems, Options, Equity Research, Series 63, Derivatives, Valuation, Securities, Alternative Investments, Investments, Financial Markets, Portfolio Management, Asset Managment, ETFs, Investment Banking, Equity Derivatives, Asset Management, FINRA
Education
Dickinson College 1992 — 1996
Bachelor of Arts (BA), Political Science and Government
Dickinson College 1992 — 1996
park Ridge High School
Morgan Stanley June 2014 - Present
Goldman Sachs 2004 - June 2014
Schwab Capital Markets ( Charles Schwab) 2000 - 2004
Skills
Trading Systems, Equity Derivatives, Market Data, Electronic Trading, Fixed Income, Low Latency, Derivatives, Equity Trading, Sybase, Exchange Connectivity, Equities, Hedge Funds, Credit Derivatives, Options
Education
Devi Ahilya Vishwavidyalaya 1994 — 1997
MBA
Devi Ahilya Vishwavidyalaya 1990 — 1994
BS, Electronics
PepsiCo 2011 - Present
JPMorgan Chase February 2008 - 2011
Countrywide January 2007 - 2008
Morgan Stanley October 2002 - January 2007
MothersonSumi Infotech & Designs Ltd 2001 - 2002
Usha Martin Infotech Ltd 2000 - 2001
ACS Infotech Pvt. Ltd. 1998 - 2000
Skills
Data Warehousing, Business Objects, Business Intelligence, Oracle, Cognos, Crystal Reports, ETL, Dashboard, SDLC, Microsoft SQL Server, Enterprise Architecture, SOA, Sybase, DB2, Requirements Gathering, SQL, Requirements Analysis, Software Project..., Data Modeling, Data Integration, PL/SQL, Solution Architecture, Database Design, Business Analysis, ERP, Teradata, Web Intelligence, Oracle SQL, Dashboards, Hadoop, Big Data, MapReduce, Core Java, Sqoop, Hive, Tableau
Education
Minot State University 2012 — 2014
Master's Degree, Information Systems
College of Computer & Electronics Engineering 1998 — 2000
B.E., Computer Science
Devi Ahilya Vishwavidyalaya 1992 — 1995
B. Sc., Computer Sc
HSBC Global Banking and Markets June 2015 - Present
RGP July 2014 - Present
Morgan Stanley July 2009 - January 2012
Morgan Stanley June 2006 - June 2009
Deutsche Bank August 2003 - May 2005
Goldman Sachs 2002 - 2003
US Peace Corps - UKRAINE February 1998 - April 2000
Skills
Foreign Exchange, Back Office, Superior Client Service, Relationship Management, International..., Onboarding, FX Operations, FX Options, Transition Management, Recruiting, Prime Brokerage, Hedge Funds, International Business..., Equities, Middle Office, Electronic Trading, Client Services, Derivatives, Financial Services, Trading, Capital Markets, Fixed Income, Financial Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, International Marketing and Finance
Siena College 1989 — 1993
BA, Finance
BlackRock February 2015 - Present
BlackRock July 2014 - Present
BlackRock January 2011 - July 2014
BlackRock July 2003 - January 2011
Morgan Stanley June 2000 - July 2003
JMG Wealth Managment Group 1998 - 2000
Skills
Bloomberg, Mutual Funds, Fixed Income, Hedge Funds, Equities, Operations Management, IT Operations, Series 6, Series 63, Technical Analysis, Technology..., Technology Management, Technology Integration, Technology Solutions, Settlements, Business Relationship..., Relationship Development, Derivatives, Integration, Risk Control, Risk Management, Asset Allocation, Asset Management, Bonds, Finance, Investment Management, Investments, Portfolio Management, Settlement, Financial Risk, Securities, Management, Alternative Investments, Financial Services, Trading, Strategy
Education
Philadelphia University 2001 — 2004
MBA, Finance
Dickinson College 1996 — 2000
BA, Economics
Bishop Eustace 1992 — 1996
Aberdeen Asset Management 2008 - Present
Morgan Stanley 1998 - 2008
Education
Devi Ahilya Vishwavidyalaya 1989 — 1993
BE, Computer Science
S. G. S. Institute of Technology and Science 1989 — 1993
Computer
US Department of the Treasury June 2009 - Present
Williams Lea February 2008 - April 2012
Morgan Stanley August 1987 - December 2007
Arthur Andersen & Co. 1981 - 1987
Skills
General Ledger, Tax, Variance Analysis, Account Reconciliation, Financial Modeling, Accounting, Auditing, Finance, Banking, Management, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, GAAP, Consolidation, Revenue Recognition, Accounts Payable, Risk Management, Process Improvement, Budgets, Payroll, Analysis, Treasury, PeopleSoft, Managerial Finance, Financial Services, Internal Controls, Cash Management, Strategic Financial..., Cash Flow, Accruals, Cash Flow Forecasting, Corporate Finance, CPA, US GAAP, Treasury Management, SEC filings, Financial Audits, Financial Statements, Accounts Receivable, Mergers, Internal Audit
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1977 — 1981
B.S., Accountancy
Muse Network Hedge Fund AnalystBass Family OfficeJanuary 2000 - May 2002
Morgan Stanley January 1991 - January 2000
American Express September 1988 - January 1991
Education
Northwestern University - Kellogg School of Management 1986 — 1988
DePauw University 1982 — 1986
BA, Economics
Heartbeat Experts November 2009 - Present
Morgan Stanley August 2005 - August 2007
Lazard Asset Management April 2002 - June 2005
Skills
Business Analysis, SQL, Data Warehousing, Business Intelligence, Requirements Analysis, SDLC, Visio, Microsoft SQL Server, Oracle SQL, Project Management, Quality Assurance, Vendor Management, Microsoft Excel
Education
DeVry University 2001 — 2002
Bachelor of Technology (B.Tech.), Information Technology
SUNY Stony Brook 1995 — 1999
Bachelor's degree, Geological and Earth Sciences/Geosciences
Morgan Stanley 2010 - Present
Wachovia Securities / IBM 2008 - 2009
Education
Dominican University
Master of Business Administration (M.B.A.)
JP Morgan Chase Bank, N.A. April 2001 - Present
Morgan Stanley 1999 - 2001
Bank of America Futures 1998 - 1999
Carr Futures, Inc. 1997 - 1998
Garban Europe Ltd. 1996 - 1997
Boland's Wine Bar 1995 - 1996
Tradition Bond Brokers, Ltd. 1992 - 1995
Marcard, Stein & Company 1990 - 1992
Jefferies & Company 1987 - 1988
Cresvale International, Inc. 1985 - 1987
Education
Berliner Sprachen Institut 1989 — 1990
Diploma, German Language
DePauw University 1976 — 1981
B.A., History
Northwestern Mutual August 2009 - Present
Morgan Stanley September 2008 - July 2009
Morgan Stanley Investment Management 2003 - 2008
Morgan Stanley Investment Management 2005 - 2006
Morgan Stanley Investment Management 2000 - 2005
Morgan Stanley Investment Management 2001 - 2003
Deutsche Asset Management May 1998 - May 2000
Education
Dickinson College 1994 — 1998
BA, Political Science
Life and Wealth Planning, LLC January 2014 - Present
Morgan Stanley July 2012 - December 2013
Morgan Stanley Smith Barney May 2011 - July 2012
Morgan Stanley Smith Barney March 2010 - April 2011
Smith Barney November 2006 - March 2010
UBS 2005 - 2005
Skills
Retirement Planning, Series 7, Asset Allocation, Series 63, Mutual Funds, Portfolio Management, Investments, Wealth Management, Personal Financial..., Uniform Combined State..., Equities, Fixed Income, Securities, Strategic Financial..., Series 66, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2009 — 2009
Pre-MBA class, Mathematical Finance, A
Dickinson College 2002 — 2006
International Business and Management, Economics
University of Auckland 2004 — 2004
Certificate, International Business
SEI April 2007 - Present
State Street November 2005 - April 2007
Molewski Financial Partners October 2001 - November 2005
Morgan Stanley 1998 - 2001
Skills
Investments, Mutual Funds, Portfolio Management, Fund Accounting, Securities, Investment Banking, Equities, Performance Measurement, Bloomberg, Investment Management, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Financial Services
Education
DeSales University
Privately Held Company May 2010 - Present
Miller Cooper & Co. October 2009 - June 2010
Morgan Stanley August 2008 - October 2009
Deloitte Tax LLP July 2007 - August 2008
First Trust Portfolios September 2004 - July 2007
Deloitte January 1997 - September 2004
US Navy January 1984 - December 1989
Skills
Income Tax, Tax, Trusts, Investments, Tax Preparation, Tax Returns, Auditing, Financial Advisory, Tax Law, International Tax, Corporate Tax, Tax Accounting, Tax Research, Tax Advisory, Payroll, SEC filings, CPA, Big 4, GAAP, Sarbanes-Oxley Act, SEC Filings
Education
University of Illinois at Chicago 1994 — 1996
BS, Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business
MST, Taxation
Tortorelli Immigration Law Center, PLLC November 2013 - Present
The Romero Firm March 2013 - November 2013
Morgan Stanley September 2007 - May 2008
Merrill Lynch September 2000 - August 2007
Skills
Banking, Bilingual-English/Spanis..., Bonds, Credit, Derivatives, Hedge Funds, Investments, Options, Portfolio Management, Structured Finance, Equities, Management
Education
Pennsylvania State University, The Dickinson School of Law 1994 — 1997
JD, JD
Skidmore College 1990 — 1994
BA, Government, English, Law and Society
Skidmore College 1990 — 1994
Bachelor of Arts (B.A.), Government, English, Law and Society
Responsive Education Solutions 2011 - Present
Morgan Stanley 2009 - 2011
IBM 1970 - 2000
Skills
Business Strategy, Public Relations, Strategic Planning, Leadership, Management, Program Management, Strategic Partnerships, Strategy
Education
DePauw University
University of Iowa - Henry B. Tippie College of Business
DJNYS 2013 - Present
UCAN 2009 - 2011
Axa Assistance April 2003 - November 2009
Motorola Inc 2002 - 2003
Morgan Stanley 2000 - 2001
Skills
Foreclosures, Real Estate, Negotiation
Education
DeVry University-Illinois
Bachelor of Science (summa cum laude), Information Technology, 3.8
Nigerian Law School
BL, Law
University of Benin
Bachelor of Laws (LL.B.), Law
IQRA Bilingual Academy August 2010 - June 2011
Hampton University September 2005 - June 2009
Morgan Stanley May 2008 - August 2008
US EPA June 2007 - August 2007
MetLife May 2006 - August 2006
State Farm Insurance June 2004 - January 2006
Education
DePaul University College of Law 2009 — 2012
J.D.
Hampton University 2005 — 2009
The Law, Inc. November 2013 - Present
Chicago Cubs March 2013 - Present
Food Marketing Support Services, Inc. July 2010 - October 2013
Patch.com November 2009 - December 2010
Morgan Stanley November 2003 - November 2006
Lend Lease March 2001 - November 2003
Chicago Board of Trade 1993 - 1999
Skills
Social Media, Microsoft Office, Marketing Communications, Journalism, Online Journalism, Sensory Evaluation, Home Improvement, Blogging, Marketing, Copy Editing, Creative Writing, Web Content, Copywriting, Social Networking, Strategic Communications, Facebook, Event Planning, Speech Writing, Public Relations, Editorial, Media Relations, Event Management, News Writing, Social Media Marketing, Volunteer Management, Corporate Communications
Education
Dominican University 1996 — 1999
BA, Communications
Southern Illinois University, Carbondale 1972 — 1974
Communications
Eachwin Capital September 2012 - Present
Muse, LLC February 2003 - December 2010
McVeigh & Company February 2000 - July 2002
Morgan Stanley March 1991 - February 2000
American Express September 1988 - March 1991
Skills
Investments, Asset Managment, Venture Capital, Mergers, Private Equity, Strategic Planning, Business Strategy, Portfolio Management, Financial Modeling, Investment Banking, Start-ups, Corporate Finance, Due Diligence, Marketing Strategy, Valuation
Education
Kellogg School of Management 1986 — 1988
Masters of Management, Marketing
DePauw University 1982 — 1986
Bachelor's degree, Business/Managerial Economics
Edina High School
Morgan Stanley February 2013 - Present
Morgan Stanley July 2009 - February 2013
Morgan Stanley 2007 - June 2009
McDonald's Corporation October 1995 - September 2000
Skills
Microsoft Excel, Customer Service, Microsoft Office, Team Building, Team Leadership, Recruiting, Project Management, Business Analysis, Risk Management, Banking, Microsoft Office 2007, Call Center, Access, Avaya, Data Analysis, Outlook, PeopleSoft, PowerPoint, Microsoft Word, Leadership, Performance Management, Management, Process Improvement, Employee Training, Coaching, Leadership Development, Training, Workforce Management, Workforce Planning, IEX Total View, Operations Management, Call Centers, Software Documentation, Quality Assurance, Vendor Management, Business Intelligence, Visio, Analysis, Sales, Business Process..., Financial Services, Strategic Planning
Education
Franklin University 2010 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
DeVry University-Ohio 1997 — 2001
Hewlett-Packard May 2013 - February 2015
Capgemini July 2005 - May 2013
Morgan Stanley July 2005 - May 2013
MagnaQuest Technologies August 2003 - July 2005
Skills
Business Intelligence, Data Modeling, DB2, Business Objects, Informatica, Crystal Reports, Erwin, Application Development, Visual Basic, VBA, Six Sigma, SQL Server, Microsoft SQL Server, Oracle, Requirements Analysis, Software Development, Requirements Gathering, ETL, Data Warehousing, SDLC, Business Analysis
Education
Doctor Babasaheb Ambedkar Marathwada University 1996 — 1999
B. Sc., Computer Science
Trust Company of the West April 2013 - Present
Bank of America Merrill Lynch October 2009 - March 2013
Wells Fargo February 2009 - October 2009
Barclays Capital July 2008 - January 2009
Morgan Stanley June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Credit, Investment Banking, Valuation, Finance, Credit Analysis, Asset Management, Investment Management, Leadership, Non-profit Volunteer, Fixed Income, Bloomberg, Capital Markets, Equities, Portfolio Management, Microsoft Excel
Education
University of California, Berkeley, Haas School of Business 2006 — 2008
Bachelor of Science, Business Administration
Diablo Valley College 2003 — 2006
Associate of Arts (A.A.), Business Administration
JPMorgan Chase & Co. January 2015 - Present
Morgan Stanley June 2010 - October 2014
CareFusion September 2008 - May 2009
ESCI August 2006 - May 2007
Skills
Microsoft SQL Server, C#, Java, SQL, Perl, Integration, Oracle, XML, Linux, CISSP, GCIH, ITIL v3 Foundations..., GCIA
Education
San Diego State University-California State University 2007 — 2010
Masters, Computer Science
Devi Ahilya Vishwavidyalaya 2003 — 2007
BCA (Hons), Computer Application
Morgan Stanley Database AdministratorMorgan StanleyJune 2001 - Present
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance
University of California, Berkeley 1998 — 2000
BS, Chemical Engineering
Diablo Valley College 1996 — 1998
Engineering
Credit Suisse July 2004 - Present
Morgan Stanley November 2002 - June 2004
Merrill Lynch April 1998 - November 2002
Hughes Hubbard & Reed LLP June 1997 - April 1998
MetLife March 1996 - September 1997
CHANEL July 1996 - July 1997
Skills
Market Research, Web Services, Knowledge Management, Information Technology, Private Equity, Library Research, Banking, Financial Services, Hedge Funds
Education
DeVry Institute of Technology 2001 — 2002
Bachelor of Science (BS), Information Technology
Pratt Institute 1995 — 1997
Master of Science (M.S.) Library & Information Science
University of the West Indies, St. Augustine Campus 1991 — 1994
Bachelor of Arts (B.A.) History/ Social Sciences
Bank of America January 2011 - Present
RTTS April 2004 - Present
Morgan Stanley September 2009 - October 2010
Merrill Lynch July 2007 - June 2009
Merrill Lynch April 2007 - July 2007
Merrill Lynch September 2005 - December 2006
ADP June 2005 - August 2005
AIC May 2004 - April 2005
Skills
Java, QTP, Quality Assurance, Regression Testing, Test Automation, Test Cases, Test Planning, Testing, User Acceptance Testing
Education
DeVry University 2001 — 2004
Bachelors, Computer Information Systems
Fashion Institute of Technology 1995 — 1997
Associates, Fashion Design
Hagerty, Peterson & Company, LLC 1999 - Present
Sphere Point Enterprises, Inc. 2009 - Present
Four Swans Investments, LLC 2005 - Present
Powerway, Inc. 2003 - 2006
CyMed, Inc. 1999 - 2006
Morgan Stanley 1987 - 1999
US Securities and Exchange Commission 1983 - 1986
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Corporate Strategy, Finance, Investments
DePaul University College of Law
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Finance
EY September 2014 - Present
Morgan Stanley June 2011 - December 2013
Lehman Brothers February 2008 - November 2009
BNP Paribas July 2006 - February 2008
Prudential Financial August 2001 - July 2006
Skills
Fixed Income, Equities, Derivatives, MBS, Swaps, Middle Office, Client Services, Prime Brokerage, Bonds, Treasury, Settlements, Trading, Bloomberg, Hedge Funds, Securities, Risk Management, Management, Investment Banking, Financial Services, Financial Analysis, Capital Markets
Education
Dominican College of Blauvelt 1997 — 2001
B.S., Finance
Morgan Stanley November 2010 - Present
Pioneer Investments July 2008 - October 2010
Standish Mellon Asset Management October 1999 - July 2008
Fidelity Investments May 1997 - October 1999
Sallie Mae April 1992 - May 1997
Skills
Hedge Funds, Asset Managment, Asset Allocation, Fixed Income, Investments, Equities, Portfolio Management, Mutual Funds, Alternative Investments, Series 7, Capital Markets, Series 63, Securities, Relationship Management, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1999
MBA, Finance
University of Richmond 1987 — 1991
BA, Economics
Belmont Hill School 1982 — 1986
Morgan Stanley January 2008 - July 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH January 2003 - August 2006
Merrill Lynch Pierce Fenner & Smith August 2000 - December 2002
AG EDWARDS & SONS June 1998 - July 2000
Education
DeVry University 2006 — 2010
Bachelors, Business Administration
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), Mhrm
Morgan Stanley August 2006 - Present
CA Technologies 2004 - 2006
Virtusa 2001 - 2004
SoftSol India Ltd 2000 - 2001
Skills
Spring, Sybase, SOA, Java Enterprise Edition, Distributed Systems, Software Project..., Hibernate, Enterprise Architecture, Weblogic, Design Patterns, JUnit, Hadoop, GXT, CXF, OSGi, Eclipse Plugin..., AOP, Software Design, REST, JBoss Application Server, Quantrix Modeler, QDK (Quantrix..., GWT, Smart GWT, Android SDK, iOS development, Scala, Informatica, Business Objects, Oracle RDBMS, Java Performance, Quantrix Plugin..., Thought Leadership, Google App Engine, Facebook API, Apache FOP, Google API, Big Data, HBase, Technical Leadership, NoSQL, Amazon Web Services..., R, Financial Modeling, Python, Machine Learning, Vaadin, Akka, Pandas
Education
Devi Ahilya Vishwavidyalaya 1995 — 1999
Bachelor's of Engineering, Electronics Engineering
Knight Capital Group June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - January 2012
Infinium Securities November 2008 - August 2010
Morgan Stanley April 1995 - February 2008
Morgan Stanley January 1999 - January 2006
Morgan Stanley January 1995 - January 1999
Skills
Risk Management, Loans, Fixed Income, Finance, Asset Allocation, Derivatives, Valuation, Trading
Education
Dominican University 2009 — 2013
Humanities - BA
Dominican University
Morgan Stanley July 2015 - Present
ubs financial services April 1994 - June 2015
Education
DePaul University College of Law 1980 — 1983
jd
Tulane University 1976 — 1980
bs, political science
Independent Consultant December 2006 - Present
IPEC Foods LLC January 2004 - December 2006
Accenture December 2002 - January 2004
Deutsche Bank Securities December 2001 - December 2002
Morgan Stanley January 1998 - December 2001
Skills
IBM PC, Visual Basic, VSAM, File AID, COB, Network Administration, COBOL, COBOLII, Microsoft Office, TSO, Comparex, MVS, Voice Communication..., LAN-WAN, Data Telecommunications, Windows, Easytrieve, SQL, DB2, System Administration, Unix
Education
DeVry University 2006 — 2009
Bachelor of Science (B.S.), Network and Communications Management
QBE North America January 2015 - April 2015
JPMorganChase April 2014 - January 2015
DTCC February 2012 - February 2014
AIG November 2010 - September 2011
Geller & Company 2003 - 2010
PricewaterhouseCoopers 2000 - 2003
PaineWebber 1998 - 2000
Morgan Stanley 1980 - 1995
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Risk Management, Management, Temporary Placement, Finance, Human Resources, Interviews, Onboarding, Talent Management, Internet Recruiting, College Recruiting, Sales, Technical Recruiting, Performance Management, Employee Benefits, Financial Services, Time Management, Employee Relations, Payroll
Education
DePauw University
BA, Psychology
Morgan Stanley March 2015 - Present
Education
Dickinson College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Morgan Stanley Smith Barney April 2005 - Present
Morgan Stanley April 2005 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1989
MS, Taxation
Marquette University 1978 — 1982
BS, Accounting
Fitch Ratings March 2015 - Present
Fitch Ratings October 2011 - February 2015
Fitch Ratings October 2009 - September 2011
Morgan Stanley June 2008 - August 2008
Skills
Fixed Income, Financial Analysis, Structured Finance, Financial Systems, Financial Reporting, Project Management, Fixed Income Analysis, Financial Policies &..., Financial Modeling, Credit Rating, Microsoft Office, Microsoft Excel, VBA, Financial Operations, Asset-backed..., Business Analysis, Regulatory Compliance
Education
University of Maryland College Park 2006 — 2009
BS, Double Major: Finance & Management Information Systems
Dickinson College 2005 — 2006
BS, Business
BNY Mellon May 2014 - Present
Glickenhaus & Company July 2005 - January 2013
Morgan Stanley June 2001 - March 2005
Investment Services Capital Corporation April 1996 - March 2001
Skills
Microsoft Office, File..., Series 7, Equities, Investments, Financial Services, Trading, Due Diligence, Mutual Funds, Fixed Income, Securities, Access
Education
Dominican College of Blauvelt 1986 — 1990
Bachelor of Science, Management and Information Systems
Dominican College of Blauvelt 1986 — 1990
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Henri Bendel July 2013 - Present
The Trump Organization October 2011 - Present
Morris County Park Commission September 2010 - Present
Bella Bridesmaid December 2012 - June 2013
Kathy Van Zeeland May 2009 - September 2010
Coach March 2008 - March 2009
Morgan Stanley September 2005 - March 2008
Skills
Product Development, Visual Merchandising, Buyers, Product Marketing, Sales, Product Management, Apparel, Fashion, Marketing, Account Management, Public Relations, Retail, Digital Marketing, Trend Analysis, Event Planning, Social Media
Education
Dickinson College 2001 — 2005
BA, American/United States Studies/Civilization
Gill St. Bernards
Mugdha Energies June 2009 - Present
South Asian Community June 2006 - Present
Private Practice August 2011 - December 2011
Everest College January 2010 - June 2010
Global Gaming and Hospitality August 2009 - October 2009
University of Nevada Las Vegas October 2008 - May 2009
City of North Las Vegas June 2008 - May 2009
UNLV August 2006 - May 2008
Morgan Stanley June 2006 - August 2006
Dickinson College November 2003 - January 2006
Education
University of Nevada-Las Vegas
Masters, Business Administration; Finance
Dickinson College
Bachelor of Arts, International Business and Management; Marketing and Spanish
Room to Breathe 2011 - Present
Family Caregiver 2008 - 2010
Bessemer Trust 2006 - 2007
Credit Suisse 2004 - 2005
UBS Investment Bank 2001 - 2003
Paine Webber 1999 - 2001
Morgan Stanley 1998 - 1999
ING 1997 - 1998
Lehman Brothers 1996 - 1997
Barclays 1993 - 1996
Skills
Concur, Outlook, Microsoft Word, Trading Floor, Phone Turret, Dictaphone, Typing: 70 wpm, Word Processing, Proofreading, Phone Etiquette, Travel Arrangements, Discretion, Confidentiality, Multi Tasking, Customer Service, Time Management, Dedicated Professional, Loyal, Prompt, Microsoft Office, Microsoft Excel, RFP, Timeslips, PowerPoint, Internet, Bloomberg Terminal, Reuters, Wordperfect, ACT!
Education
Fort Lewis College 1982 — 1985
Bachelor's degree, Psychology / Sociology / English
DePauw University 1981 — 1982
Elementary Education and Teaching / Psychology
Janus Research Group October 2013 - Present
Janus Research Group July 2008 - June 2012
Harris Corporation January 2006 - June 2008
Morgan Stanley February 2002 - January 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, HTML, Strategic Planning
Education
DeVry University-New Jersey 2000 — 2002
Associate in Applied Science Degree, Computer and Information Systems Security/Information Assurance
Hickory Hall Equestrian Polo Club June 2015 - Present
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, English, Windows, Event Planning, Time Management
Education
DePauw University 2013 — 2017
Art History, Anthropology
Hamilton Southeastern High School
Shift Technologies, Inc. May 2015 - Present
Civil Maps July 2015 - September 2015
Shift Technologies, Inc. January 2015 - August 2015
Morgan Stanley January 2015 - May 2015
Dopify Marketing March 2014 - December 2014
OfficeMax February 2013 - August 2014
Skills
Marketing, Customer Service, Entrepreneurship, Retail Sales, Time Management, Social Media, Management, Merchandising, Cold Calling, Market Research, Outside Sales, Automotive, Building Relationships, Logistics
Education
University of California, Berkeley 2014 — 2016
Bachelor's Degree, Economics
Free Code Camp 2015 — 2015
Full Stack Web Development, Computer Software Engineering
Diablo Valley College 2012 — 2014
Economics