Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Stephen Seguin Stephen Seguin's Morgan Stanley Experience February 1998 - September 2000
Job REAL ESTATE
Industry Oil & Energy
Experience
Gammage Realty Group January 2013 - Present
Rj oilsands March 2010 - Present
Samish Heights Construction January 2004 - October 2011
Morgan Stanley February 1998 - September 2000
Skills
Real Estate Investor, Oil & Gas Industry, General Contractor, Service Oriented..., Management, Finance, Strategic Planning, Negotiation, Project Management, Contract Negotiation, Marketing, Marketing Strategy, Contract Management, Business Development, Residential Homes, Real Estate, Project Planning
Education
Arizona State University 1994 — 1997
Bachelor of Science (BS), Marketing
Gammage Realty Group January 2013 - Present
Rj oilsands March 2010 - Present
Samish Heights Construction January 2004 - October 2011
Morgan Stanley February 1998 - September 2000
Skills
Real Estate Investor, Oil & Gas Industry, General Contractor, Service Oriented..., Management, Finance, Strategic Planning, Negotiation, Project Management, Contract Negotiation, Marketing, Marketing Strategy, Contract Management, Business Development, Residential Homes, Real Estate, Project Planning
Education
Arizona State University 1994 — 1997
Bachelor of Science (BS), Marketing
M Randall Gault M Randall Gault's Morgan Stanley Experience April 1999 - February 2008
Job VP Wealth Managenet Advisor at Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch February 2008 - Present
Merrill Lynch February 2008 - Present
Merrill Lynch 2008 - January 2015
Morgan Stanley April 1999 - February 2008
Skills
Fixed Income, Securities, Wealth Management..., Wealth Management, Equities, Investment Advisory, Retirement Planning, Structured Finance
Education
University of California, Berkeley 1975 — 1976
Engineerâs Degree, Finance, Graduated
Arizona State University 1968 — 1972
Engineerâs Degree, Mechanical Engineering, Attended ASU 4 yrs before transfering to UCBerkeley to receive degree in Finance
BofA Merrill Lynch February 2008 - Present
Merrill Lynch February 2008 - Present
Merrill Lynch 2008 - January 2015
Morgan Stanley April 1999 - February 2008
Skills
Fixed Income, Securities, Wealth Management..., Wealth Management, Equities, Investment Advisory, Retirement Planning, Structured Finance
Education
University of California, Berkeley 1975 — 1976
Engineerâs Degree, Finance, Graduated
Arizona State University 1968 — 1972
Engineerâs Degree, Mechanical Engineering, Attended ASU 4 yrs before transfering to UCBerkeley to receive degree in Finance
Joseph Ippolito Joseph Ippolito's Morgan Stanley Experience August 2010 - May 2012
Job Professional Sales Representative
Industry Pharmaceuticals
Experience
Encore Dermatology, Inc May 2015 - Present
Zenefits October 2014 - May 2015
Wells Fargo Advisors May 2012 - October 2014
Morgan Stanley August 2010 - May 2012
Skills
Marketing, Social Media, Social Media Marketing, Marketing Strategy, Leadership, Customer Service, Business Development, Social Networking, Sales Management, Microsoft Excel, Series 7, Wealth Management, Management, Team Motivation
Education
Arizona State University 2006 — 2010
Bachelor's degree, Business/Commerce, General
Arizona State University
W.P Carrey school of business , Business/Commerce, General
Encore Dermatology, Inc May 2015 - Present
Zenefits October 2014 - May 2015
Wells Fargo Advisors May 2012 - October 2014
Morgan Stanley August 2010 - May 2012
Skills
Marketing, Social Media, Social Media Marketing, Marketing Strategy, Leadership, Customer Service, Business Development, Social Networking, Sales Management, Microsoft Excel, Series 7, Wealth Management, Management, Team Motivation
Education
Arizona State University 2006 — 2010
Bachelor's degree, Business/Commerce, General
Arizona State University
W.P Carrey school of business , Business/Commerce, General
Connie May Connie May's Morgan Stanley Experience October 2000 - March 2006
Job Vice President Trust Relationship Manager at US Bank, N.A.
Industry Financial Services
Experience
US Bank, N.A. 2013 - Present
CS May, CPA and Advisory Services December 2011 - January 2013
Northern Trust, NA March 2007 - July 2010
Morgan Stanley October 2000 - March 2006
Phelps Dodge December 1994 - June 1998
Ernst & Young June 1983 - May 1991
Skills
Finance, Tax, Wealth Management, CPA, Strategic Financial..., Management, Estate Planning, Business Planning, Estate Tax Planning, Asset Management, Investments, Accounting, Financial Services, Trusts, Financial Planning
Education
Arizona State University 1979 — 1983
BS
Arizona State University 1979 — 1983
Bachelor's degree
US Bank, N.A. 2013 - Present
CS May, CPA and Advisory Services December 2011 - January 2013
Northern Trust, NA March 2007 - July 2010
Morgan Stanley October 2000 - March 2006
Phelps Dodge December 1994 - June 1998
Ernst & Young June 1983 - May 1991
Skills
Finance, Tax, Wealth Management, CPA, Strategic Financial..., Management, Estate Planning, Business Planning, Estate Tax Planning, Asset Management, Investments, Accounting, Financial Services, Trusts, Financial Planning
Education
Arizona State University 1979 — 1983
BS
Arizona State University 1979 — 1983
Bachelor's degree
Tammy Trenta Tammy Trenta's Morgan Stanley Experience 1995 - 1997
Job Director of Financial Planning at EP Wealth Advisors
Industry Financial Services
Experience
EP Wealth Advisors April 2011 - Present
Wells Fargo 2004 - 2011
Merrill Lynch 1999 - 2003
Morgan Stanley 1995 - 1997
Education
Arizona State University 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Arizona State University 1990 — 1994
Bachelor of Arts (B.A.), Communications
EP Wealth Advisors April 2011 - Present
Wells Fargo 2004 - 2011
Merrill Lynch 1999 - 2003
Morgan Stanley 1995 - 1997
Education
Arizona State University 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Arizona State University 1990 — 1994
Bachelor of Arts (B.A.), Communications
Chris Roberdeau Chris Roberdeau's Morgan Stanley Experience March 2003 - June 2004
Job Manager P8 Mechanical and Electrical Systems Integration at Boeing
Industry Aviation & Aerospace
Experience
Boeing March 2014 - Present
Share 2012 - Present
Boeing December 2011 - March 2014
The Boeing Company May 2010 - December 2011
The Boeing Company July 2008 - May 2010
The Boeing Company July 2004 - July 2008
Morgan Stanley March 2003 - June 2004
United States Air Force June 1999 - February 2003
Skills
Cross-functional Team..., Proposal Writing, Avionics, Leadership, Engineering Management, Earned Value Management, Security Clearance, Program Management, Aerospace, Aircraft, Requirements Management, Systems Engineering, Integration, Air Force, Aerospace Engineering
Education
Arizona State University - W. P. Carey School of Business 2008 — 2009
MBA, Business
University of Southern California 2004 — 2007
MS, Systems Architecture and Engineering
United States Air Force Academy 1995 — 1999
BS, Aeronautical Engineering
Boeing March 2014 - Present
Share 2012 - Present
Boeing December 2011 - March 2014
The Boeing Company May 2010 - December 2011
The Boeing Company July 2008 - May 2010
The Boeing Company July 2004 - July 2008
Morgan Stanley March 2003 - June 2004
United States Air Force June 1999 - February 2003
Skills
Cross-functional Team..., Proposal Writing, Avionics, Leadership, Engineering Management, Earned Value Management, Security Clearance, Program Management, Aerospace, Aircraft, Requirements Management, Systems Engineering, Integration, Air Force, Aerospace Engineering
Education
Arizona State University - W. P. Carey School of Business 2008 — 2009
MBA, Business
University of Southern California 2004 — 2007
MS, Systems Architecture and Engineering
United States Air Force Academy 1995 — 1999
BS, Aeronautical Engineering
Debbie Geller Debbie Geller's Morgan Stanley Experience May 2007 - September 2007
Job Principal at Core Abundance Group
Industry Financial Services
Experience
Core Abundance Group May 2014 - Present
American Red Cross 2011 - 2012
Farmers Insurance Group of Companies November 2007 - October 2009
Morgan Stanley May 2007 - September 2007
State National Companies January 2005 - October 2006
Providence Portland Medical Center December 2001 - May 2004
Living Enrichment Center January 2000 - November 2001
Nationwide Insurance March 1994 - January 2000
Skills
Employee Relations, Interviews, Human Resources, Recruiting, Performance Management, Hiring, Benefits Administration, Talent Acquisition, Employee Benefits, FMLA, HRIS, Training, Policy, Onboarding, Applicant Tracking..., Leadership, Management
Education
Arizona State University West 1989 — 1993
Business Administration, Human Resources
Core Abundance Group May 2014 - Present
American Red Cross 2011 - 2012
Farmers Insurance Group of Companies November 2007 - October 2009
Morgan Stanley May 2007 - September 2007
State National Companies January 2005 - October 2006
Providence Portland Medical Center December 2001 - May 2004
Living Enrichment Center January 2000 - November 2001
Nationwide Insurance March 1994 - January 2000
Skills
Employee Relations, Interviews, Human Resources, Recruiting, Performance Management, Hiring, Benefits Administration, Talent Acquisition, Employee Benefits, FMLA, HRIS, Training, Policy, Onboarding, Applicant Tracking..., Leadership, Management
Education
Arizona State University West 1989 — 1993
Business Administration, Human Resources
Brandy Cuevas Brandy Cuevas's Morgan Stanley Experience January 2007 - February 2011
Job Client Analyst at Unified Logic
Industry Management Consulting
Experience
Unified Logic March 2014 - Present
Blackline Group, Inc. May 2012 - January 2014
Morgan Stanley January 2007 - February 2011
Morgan Stanley Smith Barney September 1999 - December 2006
Skills
Financial Analysis, Investments, Strategy, Asset Management, Business Strategy, Project Management, Management, Management Consulting, Securities, Hedge Funds, Leadership, SDLC, Research, Due Diligence, Equities, Analysis, Asset Managment, Data Analysis, Six Sigma, Microsoft Office, Microsoft Excel, Bloomberg, Portfolio Management, PowerPoint, Trading, Customer Service, Customer Satisfaction, Operations Management, Account Management, Process Improvement, Cross-functional Team..., Business Analysis, Risk Management
Education
Texas A&M University 2014 — 2016
Master of Business Administration (MBA)
Ashford University
Bachelor of Arts (B.A.), Business Information Systems, 3.87
Unified Logic March 2014 - Present
Blackline Group, Inc. May 2012 - January 2014
Morgan Stanley January 2007 - February 2011
Morgan Stanley Smith Barney September 1999 - December 2006
Skills
Financial Analysis, Investments, Strategy, Asset Management, Business Strategy, Project Management, Management, Management Consulting, Securities, Hedge Funds, Leadership, SDLC, Research, Due Diligence, Equities, Analysis, Asset Managment, Data Analysis, Six Sigma, Microsoft Office, Microsoft Excel, Bloomberg, Portfolio Management, PowerPoint, Trading, Customer Service, Customer Satisfaction, Operations Management, Account Management, Process Improvement, Cross-functional Team..., Business Analysis, Risk Management
Education
Texas A&M University 2014 — 2016
Master of Business Administration (MBA)
Ashford University
Bachelor of Arts (B.A.), Business Information Systems, 3.87
Sheryl Schneider Sheryl Schneider's Morgan Stanley Experience January 2000 - January 2005
Job Director of Client Services at Cornerstone Advisers, LLC
Industry Financial Services
Experience
Cornerstone Advisers, LLC February 2013 - Present
Pro Star Group January 2011 - January 2013
J.P. Morgan Chase May 2010 - November 2010
UBS Financial Services, Inc 2005 - 2009
Morgan Stanley January 2000 - January 2005
Bon Ton Food Service, Inc January 1991 - January 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Outlook, English, Windows, Teaching
Education
Arizona State University
Bachelor of Arts, Elementary Education and Teaching
New Trier West
Cornerstone Advisers, LLC February 2013 - Present
Pro Star Group January 2011 - January 2013
J.P. Morgan Chase May 2010 - November 2010
UBS Financial Services, Inc 2005 - 2009
Morgan Stanley January 2000 - January 2005
Bon Ton Food Service, Inc January 1991 - January 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Outlook, English, Windows, Teaching
Education
Arizona State University
Bachelor of Arts, Elementary Education and Teaching
New Trier West
Jason Treguboff Jason Treguboff's Morgan Stanley Experience January 2007 - July 2007
Job Attorney
Industry Law Practice
Experience
Lerner & Rowe Law Group April 2012 - Present
Rowe, Baldwin & Schill, PLLC July 2011 - March 2012
Biddle Law Firm, PLLC October 2010 - June 2011
Biddle Law Firm, PLLC June 2010 - November 2010
Utah Family Law, LC September 2009 - May 2010
Gillespie, Shields & Associates May 2009 - August 2009
Legal Aid Society of Salt Lake January 2009 - May 2009
Legal Aid Society of Salt Lake May 2008 - August 2008
Morgan Stanley January 2007 - July 2007
Treger Holsteins, Inc. January 1996 - May 2006
Skills
Family Law, Chapter 13 Bankruptcy, Motions, Legal Writing, Series 7, Westlaw, Litigation, Bankruptcy, Legal Research, Pleadings, Microsoft Office, Chapter 7 & 13, Hearings, Chapter 7, Courts, Consumer Law, Contract Law, Mediation, PACER, Civil Litigation, Trials
Education
University of Utah S.J. Quinney College of Law 2007 — 2010
J.D., Law
Arizona State University 2005 — 2007
B.S., Political Science
Cochise College 1993 — 1994
Aviation
Lerner & Rowe Law Group April 2012 - Present
Rowe, Baldwin & Schill, PLLC July 2011 - March 2012
Biddle Law Firm, PLLC October 2010 - June 2011
Biddle Law Firm, PLLC June 2010 - November 2010
Utah Family Law, LC September 2009 - May 2010
Gillespie, Shields & Associates May 2009 - August 2009
Legal Aid Society of Salt Lake January 2009 - May 2009
Legal Aid Society of Salt Lake May 2008 - August 2008
Morgan Stanley January 2007 - July 2007
Treger Holsteins, Inc. January 1996 - May 2006
Skills
Family Law, Chapter 13 Bankruptcy, Motions, Legal Writing, Series 7, Westlaw, Litigation, Bankruptcy, Legal Research, Pleadings, Microsoft Office, Chapter 7 & 13, Hearings, Chapter 7, Courts, Consumer Law, Contract Law, Mediation, PACER, Civil Litigation, Trials
Education
University of Utah S.J. Quinney College of Law 2007 — 2010
J.D., Law
Arizona State University 2005 — 2007
B.S., Political Science
Cochise College 1993 — 1994
Aviation
Judy Maruszko Judy Maruszko's Morgan Stanley Experience September 2002 - May 2006
Job
Industry Design
Experience
Transpacific Financial Inc. Senior DesignerPalladeoSeptember 2008 - June 2009
Morgan Stanley September 2002 - May 2006
Universal Studios August 1997 - February 2000
United Leisure Ltd November 1994 - August 1997
Walt Disney Imagineering September 1989 - September 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, C++, Public Speaking
Education
Art Center College of Design 1985 — 1987
Bachelor's degree, Environmental Design, 3.2
National Taiwan University 1979 — 1982
Bachelor's degree, Horticultural Science
Transpacific Financial Inc. Senior DesignerPalladeoSeptember 2008 - June 2009
Morgan Stanley September 2002 - May 2006
Universal Studios August 1997 - February 2000
United Leisure Ltd November 1994 - August 1997
Walt Disney Imagineering September 1989 - September 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, C++, Public Speaking
Education
Art Center College of Design 1985 — 1987
Bachelor's degree, Environmental Design, 3.2
National Taiwan University 1979 — 1982
Bachelor's degree, Horticultural Science
Chuck Burggraf Chuck Burggraf's Morgan Stanley Experience June 1999 - September 2001
Job Adjunct Faculty at EDMConline
Industry Education Management
Experience
EDMConline 2010 - Present
Art Institute of Colorado September 2001 - November 2010
Morgan Stanley June 1999 - September 2001
Dot Systems Inc June 1994 - June 1999
Valuation Research Inc January 1993 - June 1994
Chuck Burggraf Photography, Inc 1980 - 1993
Sun Bank December 1972 - July 1977
Skills
Teaching, Curriculum Design, Curriculum Development, Higher Education, E-Learning, Public Speaking, Instructional Design, Editing, PowerPoint, Photography, Digital Photography, Art, Lightroom, Dreamweaver, Adult Education, Training, Advertising, Student Affairs, Commercial Photography, Research, Enrollment Management, Resume Writing, Adobe Creative Suite, Career Counseling, Photos
Education
Colorado Christian University
Master of Arts, Curriculum and Instruction
Art Institute of Colorado 1978 — 1979
Photography
Florida State University - College of Business 1970 — 1972
BS, Advertising and Public Relations
Broward Community College 1968 — 1970
Associate, General Studies
EDMConline 2010 - Present
Art Institute of Colorado September 2001 - November 2010
Morgan Stanley June 1999 - September 2001
Dot Systems Inc June 1994 - June 1999
Valuation Research Inc January 1993 - June 1994
Chuck Burggraf Photography, Inc 1980 - 1993
Sun Bank December 1972 - July 1977
Skills
Teaching, Curriculum Design, Curriculum Development, Higher Education, E-Learning, Public Speaking, Instructional Design, Editing, PowerPoint, Photography, Digital Photography, Art, Lightroom, Dreamweaver, Adult Education, Training, Advertising, Student Affairs, Commercial Photography, Research, Enrollment Management, Resume Writing, Adobe Creative Suite, Career Counseling, Photos
Education
Colorado Christian University
Master of Arts, Curriculum and Instruction
Art Institute of Colorado 1978 — 1979
Photography
Florida State University - College of Business 1970 — 1972
BS, Advertising and Public Relations
Broward Community College 1968 — 1970
Associate, General Studies
Michael D. Williams's Morgan Stanley Experience January 2008 - July 2012
Job WFM Professional / Independent Screenplay Writer
Industry Telecommunications
Experience
Media Relations/Movie Script Writer November 1988 - Present
Protection 1 Security Solutions December 2013 - June 2014
Morgan Stanley January 2008 - July 2012
Saxon January 2008 - June 2012
Verizon November 1994 - January 2007
GTE California August 1977 - November 1994
Skills
Screenwriting, Film, Public Speaking, Entertainment, Scripting, Creative Writing, Workforce Management, Leadership, Executive Management, Media Relations, Team Leadership, Leadership Development, Social Media, Avaya, Social Networking, Drama, Call Centers, Management, Employee Training, Customer Service, Screenwriter, Process Improvement, Risk Management, Vendor Management, Coaching, Acting, Analysis, Training, Team Building, Telecommunications, Customer Satisfaction, Team Management, Instructor-led Training, Military Operations, Military Training
Education
Arkansas State University
Political Science, Sociology
Media Relations/Movie Script Writer November 1988 - Present
Protection 1 Security Solutions December 2013 - June 2014
Morgan Stanley January 2008 - July 2012
Saxon January 2008 - June 2012
Verizon November 1994 - January 2007
GTE California August 1977 - November 1994
Skills
Screenwriting, Film, Public Speaking, Entertainment, Scripting, Creative Writing, Workforce Management, Leadership, Executive Management, Media Relations, Team Leadership, Leadership Development, Social Media, Avaya, Social Networking, Drama, Call Centers, Management, Employee Training, Customer Service, Screenwriter, Process Improvement, Risk Management, Vendor Management, Coaching, Acting, Analysis, Training, Team Building, Telecommunications, Customer Satisfaction, Team Management, Instructor-led Training, Military Operations, Military Training
Education
Arkansas State University
Political Science, Sociology
Matthew Kelchner's Morgan Stanley Experience April 2001 - November 2003
Job Sr. Mortgage Banker | Real Estate Marketing Coach
Industry Banking
Experience
Suburban Mortgage Inc. September 2015 - Present
Alliance Financial February 2009 - September 2015
L&G Mortgagebanc February 2007 - February 2009
Lendsource, Inc April 2007 - August 2007
Solutions Funding October 2006 - April 2007
L&G Mortgagebanc September 2005 - October 2006
Morgan Stanley April 2001 - November 2003
Skills
Sales Presentations, Loans, Mortgage, Mortgage Lending, Underwriting, Leadership, Recruiting, FHA, Refinance, USDA, Residential Mortgages, Investments, Investment Properties, Insurance, Sales, Credit, Real Estate, Short Sales, Finance, First Time Home Buyers, Loan Origination, Investors, Mortgage Banking, Marketing, Real Estate Economics, Rates, Real Estate Financing, Foreclosures, FHA financing, Mortgage Marketing, Funding, VA loans, REO, Banking, Real Estate Transactions, Residential Homes, Construction Loans, Credit Analysis, Loan Servicing, Referrals, Loss Mitigation
Education
Arizona State University 1995 — 2001
Banking, Corporate, Finance, and Securities Law
Dobson High School 1993 — 1995
Diploma, General Studies
Suburban Mortgage Inc. September 2015 - Present
Alliance Financial February 2009 - September 2015
L&G Mortgagebanc February 2007 - February 2009
Lendsource, Inc April 2007 - August 2007
Solutions Funding October 2006 - April 2007
L&G Mortgagebanc September 2005 - October 2006
Morgan Stanley April 2001 - November 2003
Skills
Sales Presentations, Loans, Mortgage, Mortgage Lending, Underwriting, Leadership, Recruiting, FHA, Refinance, USDA, Residential Mortgages, Investments, Investment Properties, Insurance, Sales, Credit, Real Estate, Short Sales, Finance, First Time Home Buyers, Loan Origination, Investors, Mortgage Banking, Marketing, Real Estate Economics, Rates, Real Estate Financing, Foreclosures, FHA financing, Mortgage Marketing, Funding, VA loans, REO, Banking, Real Estate Transactions, Residential Homes, Construction Loans, Credit Analysis, Loan Servicing, Referrals, Loss Mitigation
Education
Arizona State University 1995 — 2001
Banking, Corporate, Finance, and Securities Law
Dobson High School 1993 — 1995
Diploma, General Studies
Kristen Morgan Kristen Morgan's Morgan Stanley Experience January 2010 - April 2014
Job Compliance Officer at Ziegler
Industry Financial Services
Experience
Ziegler April 2014 - Present
Morgan Stanley January 2010 - April 2014
Morgan Stanley September 2008 - December 2009
Morgan Stanley May 2006 - September 2008
Tao Asian Bistro June 2003 - March 2005
Skills
Series 7, Series 24, Series 31, Series 52, Series 53, Series 66, Series 79, Series 99, Uniform Combined State..., Financial Risk, Compliance
Education
Arizona State University
DePaul University
Ziegler April 2014 - Present
Morgan Stanley January 2010 - April 2014
Morgan Stanley September 2008 - December 2009
Morgan Stanley May 2006 - September 2008
Tao Asian Bistro June 2003 - March 2005
Skills
Series 7, Series 24, Series 31, Series 52, Series 53, Series 66, Series 79, Series 99, Uniform Combined State..., Financial Risk, Compliance
Education
Arizona State University
DePaul University
Jonathan Lisicki Jonathan Lisicki's Morgan Stanley Experience June 2012 - May 2013
Job Thrive Market
Industry Internet
Experience
Thrive Market February 2015 - Present
sbe Group August 2014 - February 2015
Ryan August 2013 - September 2014
Morgan Stanley June 2012 - May 2013
Entrepreneurs' Organization 2009 - 2013
Skills
Financial Analysis, PowerPoint, Public Speaking, Microsoft Excel, Strategic Planning, Leadership, Marketing, Microsoft Office, Microsoft Word, Finance, Sales, Customer Service, Accounting, Marketing Strategy, Research, Market Research, Economics, Team Building, Account Management, New Business Development, Management, Entrepreneurship, Time Management, Strategic Financial...
Education
Arizona State University 2011 — 2013
Bachelor of Science (BS), Economics
Thrive Market February 2015 - Present
sbe Group August 2014 - February 2015
Ryan August 2013 - September 2014
Morgan Stanley June 2012 - May 2013
Entrepreneurs' Organization 2009 - 2013
Skills
Financial Analysis, PowerPoint, Public Speaking, Microsoft Excel, Strategic Planning, Leadership, Marketing, Microsoft Office, Microsoft Word, Finance, Sales, Customer Service, Accounting, Marketing Strategy, Research, Market Research, Economics, Team Building, Account Management, New Business Development, Management, Entrepreneurship, Time Management, Strategic Financial...
Education
Arizona State University 2011 — 2013
Bachelor of Science (BS), Economics
Tim Bryan CRPC®, APMA®'s Morgan Stanley Experience August 2003 - May 2009
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
Ameriprise Financial Services, Inc. May 2009 - Present
Morgan Stanley August 2003 - May 2009
Wachovia Securities January 2001 - August 2003
Education
College for Financial Planning 2012 — 2013
CRPC® - (Chartered Retirement Planning Counselor), Retirement Planning
College for Financial Planning 2011 — 2012
APMA® - (Accredited Portfolio Management Advisor), Portfolio Management
Arizona State University 1996 — 2000
BS, Cellular Biology
Shadow Mountain High School 1990 — 1994
High School
Ameriprise Financial Services, Inc. July 2013 - Present
Ameriprise Financial Services, Inc. May 2009 - Present
Morgan Stanley August 2003 - May 2009
Wachovia Securities January 2001 - August 2003
Education
College for Financial Planning 2012 — 2013
CRPC® - (Chartered Retirement Planning Counselor), Retirement Planning
College for Financial Planning 2011 — 2012
APMA® - (Accredited Portfolio Management Advisor), Portfolio Management
Arizona State University 1996 — 2000
BS, Cellular Biology
Shadow Mountain High School 1990 — 1994
High School
Alan Lindquist Alan Lindquist's Morgan Stanley Experience May 1999 - May 2002
Job Regional Vice President at South Coast Wealth Management
Industry Financial Services
Experience
South Coast Wealth Management March 2014 - Present
Tax & Financial Group May 2011 - March 2014
World Food Services February 2003 - May 2011
Morgan Stanley May 1999 - May 2002
Skills
Investments, Estate Planning, Wealth Management, Financial Planners, Small Business, Retirement, Finance, Retirement Planning, Asset Management, Portfolio Management, Series 7, Mutual Funds, Financial Analysis, Buy-sell Agreements, Risk Management, Strategic Financial..., Investment Advisory, Fixed Annuities, Tax Advisory, Asset Allocation, Insurance, Financial Modeling, Series 63, Venture Capital, Options, Financial Advisory, Financial Services, Series 6, ETFs, Financial Risk..., Fixed Income, Securities, Investment Strategies, Alternative Investments, Disability Insurance, 401k, Long-term Care, Equities, Term Life Insurance, Life Insurance, Loans, Employee Benefits, Valuation, Institutional Bond..., 401K Specialist, Ultra High Net Worth..., Buy/Sell Agreements, Education Planning, Options Trading, Professional Sports...
Education
Arizona State University
Bachelor of Science (BS), Microbiology and Immunology
Brophy/Xavier
Rockhurst University
Bachelor of Science (BS), Chemistry
South Coast Wealth Management March 2014 - Present
Tax & Financial Group May 2011 - March 2014
World Food Services February 2003 - May 2011
Morgan Stanley May 1999 - May 2002
Skills
Investments, Estate Planning, Wealth Management, Financial Planners, Small Business, Retirement, Finance, Retirement Planning, Asset Management, Portfolio Management, Series 7, Mutual Funds, Financial Analysis, Buy-sell Agreements, Risk Management, Strategic Financial..., Investment Advisory, Fixed Annuities, Tax Advisory, Asset Allocation, Insurance, Financial Modeling, Series 63, Venture Capital, Options, Financial Advisory, Financial Services, Series 6, ETFs, Financial Risk..., Fixed Income, Securities, Investment Strategies, Alternative Investments, Disability Insurance, 401k, Long-term Care, Equities, Term Life Insurance, Life Insurance, Loans, Employee Benefits, Valuation, Institutional Bond..., 401K Specialist, Ultra High Net Worth..., Buy/Sell Agreements, Education Planning, Options Trading, Professional Sports...
Education
Arizona State University
Bachelor of Science (BS), Microbiology and Immunology
Brophy/Xavier
Rockhurst University
Bachelor of Science (BS), Chemistry
Christa Carey Dunn Christa Carey Dunn's Morgan Stanley Experience September 1983 - May 1985
Job Partner
Industry Financial Services
Experience
Charlotte Barnes September 2013 - Present
The Advocom Group October 2011 - October 2013
Perkins Fund Marketing September 1999 - September 2011
Deutsche Bank October 1987 - January 1997
Alex Brown and Sons May 1985 - October 1987
Morgan Stanley September 1983 - May 1985
Skills
Capital Markets, Hedge Funds, Alternative Investments, Sales, marketing, Valuation, Institutional Investors, Investments, Portfolio Management, Investment Advisory, Investors, Fixed Income, High Yield Bonds, Asset Managment, International Sales, International Marketing, Marketing, Mutual Funds, Institutional..., Credit, Loans, Equities
Education
Arizona State University, W. P. Carey School of Business 1977 — 1981
BS, Business Administration
Hinsdale Central High School 1973 — 1977
Charlotte Barnes September 2013 - Present
The Advocom Group October 2011 - October 2013
Perkins Fund Marketing September 1999 - September 2011
Deutsche Bank October 1987 - January 1997
Alex Brown and Sons May 1985 - October 1987
Morgan Stanley September 1983 - May 1985
Skills
Capital Markets, Hedge Funds, Alternative Investments, Sales, marketing, Valuation, Institutional Investors, Investments, Portfolio Management, Investment Advisory, Investors, Fixed Income, High Yield Bonds, Asset Managment, International Sales, International Marketing, Marketing, Mutual Funds, Institutional..., Credit, Loans, Equities
Education
Arizona State University, W. P. Carey School of Business 1977 — 1981
BS, Business Administration
Hinsdale Central High School 1973 — 1977
Matthew Tashjian Matthew Tashjian's Morgan Stanley Experience May 1995 - January 2009
Job Private Wealth Management
Industry Financial Services
Experience
Merrill Lynch 2009 - Present
Morgan Stanley May 1995 - January 2009
Skills
Integrated Wealth..., Behavioral Finance, Bonds, Securities, Investments, Wealth Management..., Fixed Income, Money Management, Financial Coaching, Trading Psychology, Money Managers, Strategic Financial..., Holistic Financial..., Shareholder Protection, Financial Advisory, Independent Financial..., Wealth Management, Wealth Preservation..., Investment Advisory, Investment Strategies, Private Banking, Private Bank, Business Tax Planning, Business Entity..., Wealth, Retirement Planning, Alternative Investments, Portfolio Management, Finance, Investment Management, Personal Financial..., Tactical Asset..., Estate Planning, Family Office, Managed Futures, Value Investing, Investment Advisory..., Mutual Funds, Asset Allocation, Options, Asset Management, Risk Management, Equities, Series 63, Series 7
Education
Arizona State University
Economics
Merrill Lynch 2009 - Present
Morgan Stanley May 1995 - January 2009
Skills
Integrated Wealth..., Behavioral Finance, Bonds, Securities, Investments, Wealth Management..., Fixed Income, Money Management, Financial Coaching, Trading Psychology, Money Managers, Strategic Financial..., Holistic Financial..., Shareholder Protection, Financial Advisory, Independent Financial..., Wealth Management, Wealth Preservation..., Investment Advisory, Investment Strategies, Private Banking, Private Bank, Business Tax Planning, Business Entity..., Wealth, Retirement Planning, Alternative Investments, Portfolio Management, Finance, Investment Management, Personal Financial..., Tactical Asset..., Estate Planning, Family Office, Managed Futures, Value Investing, Investment Advisory..., Mutual Funds, Asset Allocation, Options, Asset Management, Risk Management, Equities, Series 63, Series 7
Education
Arizona State University
Economics
Fred Dickson DMC-E's Morgan Stanley Experience March 2012 - May 2013
Job Sr. Implementation Engineer at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2015 - Present
The Clarient Group January 2015 - May 2015
PTS Consulting March 2014 - December 2014
Judge Unified Communications May 2013 - February 2014
Morgan Stanley March 2012 - May 2013
Presentation Products Inc. October 2011 - January 2012
Daiichi Sankyo Inc June 2008 - October 2011
Real Soft Inc June 2008 - January 2009
KPMG LLP May 2006 - May 2008
Verrex Corp June 2005 - May 2006
Skills
Audio Visual Technician, Office Management, Project Planning, Video Conferencing, Problem Solving, Microsoft Office, Troubleshooting, AV, Audio, Customer Relations, Integration, Video, Word, Excel, Social Media, PowerPoint, Crestron, Outlook, Event Planning, Planning, Photoshop, Conferences, Negotiation, System Design, Event Management, Team Building, Account Management, Administration, Panasonic Products, AMX, Audio Visual Integration, Audio Visual Design, Unified Communications, Project Management, Sound, Advertising, Audio Engineering, Microsoft Word, Manage Client..., Audio Visual System..., Customer Service, Microsoft Excel, Telepresence, Streaming Media, Systems Design
Education
Art Institute of Philadelphia 1994 — 1995
High School Diploma, Music and Video Business
Susan E. Wagner High SchoolStaten 1991 — 1993
High School Diploma
Boca Raton Middle School 1986 — 1989
Bank of America May 2015 - Present
The Clarient Group January 2015 - May 2015
PTS Consulting March 2014 - December 2014
Judge Unified Communications May 2013 - February 2014
Morgan Stanley March 2012 - May 2013
Presentation Products Inc. October 2011 - January 2012
Daiichi Sankyo Inc June 2008 - October 2011
Real Soft Inc June 2008 - January 2009
KPMG LLP May 2006 - May 2008
Verrex Corp June 2005 - May 2006
Skills
Audio Visual Technician, Office Management, Project Planning, Video Conferencing, Problem Solving, Microsoft Office, Troubleshooting, AV, Audio, Customer Relations, Integration, Video, Word, Excel, Social Media, PowerPoint, Crestron, Outlook, Event Planning, Planning, Photoshop, Conferences, Negotiation, System Design, Event Management, Team Building, Account Management, Administration, Panasonic Products, AMX, Audio Visual Integration, Audio Visual Design, Unified Communications, Project Management, Sound, Advertising, Audio Engineering, Microsoft Word, Manage Client..., Audio Visual System..., Customer Service, Microsoft Excel, Telepresence, Streaming Media, Systems Design
Education
Art Institute of Philadelphia 1994 — 1995
High School Diploma, Music and Video Business
Susan E. Wagner High SchoolStaten 1991 — 1993
High School Diploma
Boca Raton Middle School 1986 — 1989
J. Benjamin Farris's Morgan Stanley Experience June 2006 - June 2008
Job Senior Financial Advisor Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
UBS June 2008 - June 2012
Morgan Stanley June 2006 - June 2008
American Arbitration Association June 2001 - June 2006
Skills
Management, Research, Sales, Leadership, Training, Process Improvement, Wealth Management, Investments, Finance, Cash Management, Credit, Customer Service, Estate Planning, Event Planning, Financial Services, Investment Strategies, Marketing, Public Speaking, Retirement, Social Media, Social Media Marketing, Social Networking
Education
Arizona State University
Business Administration
Merrill Lynch June 2012 - Present
UBS June 2008 - June 2012
Morgan Stanley June 2006 - June 2008
American Arbitration Association June 2001 - June 2006
Skills
Management, Research, Sales, Leadership, Training, Process Improvement, Wealth Management, Investments, Finance, Cash Management, Credit, Customer Service, Estate Planning, Event Planning, Financial Services, Investment Strategies, Marketing, Public Speaking, Retirement, Social Media, Social Media Marketing, Social Networking
Education
Arizona State University
Business Administration
Greg Tromp Greg Tromp's Morgan Stanley Experience 1995 - 2000
Job Manager, Revenue Management at Alaska Airlines
Industry Airlines/Aviation
Experience
Alaska Airlines 2015 - Present
American Airlines 2012 - 2014
US Airways 2010 - 2012
US Airways 2008 - 2010
TIG, LLC 2003 - 2008
Momentum Investment Group, LLC 2000 - 2003
Morgan Stanley 1995 - 2000
Skills
Airlines, Team Leadership, Management, Strategic Planning, Financial Mgmt, Process Improvement, Yield Management, Pricing Strategy, Pricing Analysis, Revenue Analysis, Profit Maximization, Employee Training, Mentoring, Presentations, Project Management, Aviation, Finance, Investment Strategies, Financial Modeling, Valuation Modeling, Operations Management, Program Management, Commercial Aviation, New Business Development, Sabre, Business Development, Pricing, Airports
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Arizona 1991 — 1995
Bachelor of Arts (BA), Economics
Investment Banking Institute
Arizona School of Real Estate and Business
Alaska Airlines 2015 - Present
American Airlines 2012 - 2014
US Airways 2010 - 2012
US Airways 2008 - 2010
TIG, LLC 2003 - 2008
Momentum Investment Group, LLC 2000 - 2003
Morgan Stanley 1995 - 2000
Skills
Airlines, Team Leadership, Management, Strategic Planning, Financial Mgmt, Process Improvement, Yield Management, Pricing Strategy, Pricing Analysis, Revenue Analysis, Profit Maximization, Employee Training, Mentoring, Presentations, Project Management, Aviation, Finance, Investment Strategies, Financial Modeling, Valuation Modeling, Operations Management, Program Management, Commercial Aviation, New Business Development, Sabre, Business Development, Pricing, Airports
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Arizona 1991 — 1995
Bachelor of Arts (BA), Economics
Investment Banking Institute
Arizona School of Real Estate and Business
Jenica Roffina's Morgan Stanley Experience June 2000 - September 2001
Job Operations Manager at Warren Wealth Associates
Industry Financial Services
Experience
Warren Wealth Associates January 2014 - Present
Life Time Fitness February 2011 - December 2012
Pacific Life May 2006 - June 2010
Pacific Life September 2001 - May 2006
Morgan Stanley June 2000 - September 2001
Skills
Fixed Annuities, Series 63, Strategic Financial..., Retirement, Mutual Funds, Series 7, Retirement Planning, Life Insurance, 401k, Series 6, Securities, Investments, Long-term Care, Outside Sales, Variable Annuities, Territory Development, Sales Management, Insurance, Wealth Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2005
MBA, Business
Arizona State University 2002 — 2004
Bachelor of Science, Economics
University of Delaware 2000 — 2002
Bachelor of Arts, Business
Warren Wealth Associates January 2014 - Present
Life Time Fitness February 2011 - December 2012
Pacific Life May 2006 - June 2010
Pacific Life September 2001 - May 2006
Morgan Stanley June 2000 - September 2001
Skills
Fixed Annuities, Series 63, Strategic Financial..., Retirement, Mutual Funds, Series 7, Retirement Planning, Life Insurance, 401k, Series 6, Securities, Investments, Long-term Care, Outside Sales, Variable Annuities, Territory Development, Sales Management, Insurance, Wealth Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2005
MBA, Business
Arizona State University 2002 — 2004
Bachelor of Science, Economics
University of Delaware 2000 — 2002
Bachelor of Arts, Business
STEPHEN WITTER STEPHEN WITTER's Morgan Stanley Experience January 2001 - January 2007
Job Project Manager
Industry Facilities Services
Experience
Jones Lang LaSalle 2008 - 2009
Morgan Stanley January 2001 - January 2007
Morgan Stanley January 2001 - January 2005
Dean Witter October 1987 - January 2001
Skills
Project Management, Facilities Management, Construction, Refurbishing, Advances Woodworking, Microsoft Office..., CAFM, AutoCAD, Budgets, Analysis, Management, Requirements Analysis, Strategic Planning, Time Management, Project Planning, Construction Management, MS Project, Business Analysis, Vendor Management, Contract Management, Microsoft Project, SharePoint, Contract Negotiation
Education
Stevens Institute of Technology 2008 — 2009
PMP Certifcation, Project Management
Art Institute of Philadelphia 1983 — 1985
Associate of Arts and Sciences (A.A.S.), Interior Design
Jones Lang LaSalle 2008 - 2009
Morgan Stanley January 2001 - January 2007
Morgan Stanley January 2001 - January 2005
Dean Witter October 1987 - January 2001
Skills
Project Management, Facilities Management, Construction, Refurbishing, Advances Woodworking, Microsoft Office..., CAFM, AutoCAD, Budgets, Analysis, Management, Requirements Analysis, Strategic Planning, Time Management, Project Planning, Construction Management, MS Project, Business Analysis, Vendor Management, Contract Management, Microsoft Project, SharePoint, Contract Negotiation
Education
Stevens Institute of Technology 2008 — 2009
PMP Certifcation, Project Management
Art Institute of Philadelphia 1983 — 1985
Associate of Arts and Sciences (A.A.S.), Interior Design
John Melstrom Jr John Melstrom Jr's Morgan Stanley Experience October 2002 - March 2004
Job Founder at SroundMe, LLC
Industry Computer Software
Experience
SroundMe, LLC May 2014 - Present
AOT LLC July 2007 - Present
TD Ameritrade May 2008 - May 2010
AIG Retirement Services December 2005 - May 2008
Tamaroff Automotive Group June 2004 - August 2005
Morgan Stanley October 2002 - March 2004
Seltech, LLC August 1994 - September 2002
Skills
Business Strategy, New Business Development, Strategic Planning, Marketing Strategy, Online Advertising, Account Management, Project Management, Sales Management, Negotiation, Social Media, Product Development, Lead Generation, Start-ups, Digital Marketing, Business Development, Management, Business Planning, Entrepreneurship, Leadership, Sales, Finance, Strategic Partnerships, Investments, Strategy, Product Marketing, E-commerce, Marketing, B2B, SaaS, Sales Process, Solution Selling
Education
Sierra Nevada College 1992 — 1994
Bachelor of Science (BS), Business Administration, Management and Operations
Arizona State University
Brother Rice High School
SroundMe, LLC May 2014 - Present
AOT LLC July 2007 - Present
TD Ameritrade May 2008 - May 2010
AIG Retirement Services December 2005 - May 2008
Tamaroff Automotive Group June 2004 - August 2005
Morgan Stanley October 2002 - March 2004
Seltech, LLC August 1994 - September 2002
Skills
Business Strategy, New Business Development, Strategic Planning, Marketing Strategy, Online Advertising, Account Management, Project Management, Sales Management, Negotiation, Social Media, Product Development, Lead Generation, Start-ups, Digital Marketing, Business Development, Management, Business Planning, Entrepreneurship, Leadership, Sales, Finance, Strategic Partnerships, Investments, Strategy, Product Marketing, E-commerce, Marketing, B2B, SaaS, Sales Process, Solution Selling
Education
Sierra Nevada College 1992 — 1994
Bachelor of Science (BS), Business Administration, Management and Operations
Arizona State University
Brother Rice High School
Kimberly Iler Kimberly Iler's Morgan Stanley Experience May 2003 - June 2007
Job Commercial Real Estate Agent at Coldwell Banker Commercial
Industry Real Estate
Experience
Coldwell Banker Commercial 2007 - Present
Morgan Stanley May 2003 - June 2007
Wells Fargo formerly Wachovia Bank November 1988 - May 2003
Skills
Leases, Investors, REO, Real Estate Transactions, Investment Properties, Real Estate, Real Estate Development, Property Management, Disposition, Commercial Real Estate, Corporate Real Estate, Sellers, 1031 Exchanges, Location Intelligence
Education
Armstrong Atlantic State University 1988 — 1990
Coldwell Banker Commercial 2007 - Present
Morgan Stanley May 2003 - June 2007
Wells Fargo formerly Wachovia Bank November 1988 - May 2003
Skills
Leases, Investors, REO, Real Estate Transactions, Investment Properties, Real Estate, Real Estate Development, Property Management, Disposition, Commercial Real Estate, Corporate Real Estate, Sellers, 1031 Exchanges, Location Intelligence
Education
Armstrong Atlantic State University 1988 — 1990
Alan Heaton, CFA Alan Heaton, CFA's Morgan Stanley Experience February 2007 - June 2008
Job North American Distribution
Industry Investment Management
Experience
American Funds July 2013 - Present
OutSell Consulting October 2011 - July 2013
CE2 Capital Partners July 2008 - September 2011
Morgan Stanley February 2007 - June 2008
Morgan Stanley February 2004 - June 2006
Mergecor Corporation July 2002 - February 2004
Morgan Stanley May 1997 - July 2002
Olde Financial February 1994 - May 1997
Skills
Strategic Planning, Business Strategy, Sales Management..., Sales Process..., Sales Management..., Product Management, Investment Banking, Asset Management, Sales Process, Leadership Development, Sales, Alternative Investments, Team Building, Product Development, Hedge Funds, Management Consulting, Series 7, Coaching, Finance, Negotiation, Portfolio Management, Wealth Management, Management, Investments, Risk Management, Change Management, Entrepreneurship, Strategy, Business Development, Strategic Financial..., Start-ups, Mergers & Acquisitions
Education
Arizona State University 1989 — 1993
B.S., Finance
American Funds July 2013 - Present
OutSell Consulting October 2011 - July 2013
CE2 Capital Partners July 2008 - September 2011
Morgan Stanley February 2007 - June 2008
Morgan Stanley February 2004 - June 2006
Mergecor Corporation July 2002 - February 2004
Morgan Stanley May 1997 - July 2002
Olde Financial February 1994 - May 1997
Skills
Strategic Planning, Business Strategy, Sales Management..., Sales Process..., Sales Management..., Product Management, Investment Banking, Asset Management, Sales Process, Leadership Development, Sales, Alternative Investments, Team Building, Product Development, Hedge Funds, Management Consulting, Series 7, Coaching, Finance, Negotiation, Portfolio Management, Wealth Management, Management, Investments, Risk Management, Change Management, Entrepreneurship, Strategy, Business Development, Strategic Financial..., Start-ups, Mergers & Acquisitions
Education
Arizona State University 1989 — 1993
B.S., Finance
Fernando Wang Fernando Wang's Morgan Stanley Experience 2012 - 2012
Job Macc at Arizona State University
Industry Accounting
Experience
Tempe School Credit Union January 2012 - Present
Morgan Stanley 2012 - 2012
Bank of China June 2010 - July 2010
Beijing Zhongyongxin Accounting Firm January 2009 - February 2009
Skills
Microsoft Office, Excel, Word, Research, PowerPoint, Writing, Problem Solving, Budgeting
Education
Arizona State University 2011 — 2012
Master's degree, Accounting
Capital University of Economics and Business 2007 — 2011
Bachelor's degree, Taxation
Tempe School Credit Union January 2012 - Present
Morgan Stanley 2012 - 2012
Bank of China June 2010 - July 2010
Beijing Zhongyongxin Accounting Firm January 2009 - February 2009
Skills
Microsoft Office, Excel, Word, Research, PowerPoint, Writing, Problem Solving, Budgeting
Education
Arizona State University 2011 — 2012
Master's degree, Accounting
Capital University of Economics and Business 2007 — 2011
Bachelor's degree, Taxation
Anthony Agrait Anthony Agrait's Morgan Stanley Experience June 2013 - August 2013
Job Talent Strategy Consultant at PLS Logistics
Industry Financial Services
Experience
ALPFA at ASU Foundation January 2015 - Present
PLS Logistics Services October 2014 - Present
Morgan Stanley June 2013 - August 2013
J.P. Morgan September 2012 - December 2012
Fidelity Investments June 2012 - September 2012
Credit Suisse May 2012 - May 2012
Morgan Stanley April 2012 - April 2012
Edward Jones November 2011 - April 2012
Arden Reed August 2011 - April 2012
Goldman Sachs June 2011 - June 2011
Education
Arizona State University, W. P. Carey School of Business
B.S., Economics & Management
ALPFA at ASU Foundation January 2015 - Present
PLS Logistics Services October 2014 - Present
Morgan Stanley June 2013 - August 2013
J.P. Morgan September 2012 - December 2012
Fidelity Investments June 2012 - September 2012
Credit Suisse May 2012 - May 2012
Morgan Stanley April 2012 - April 2012
Edward Jones November 2011 - April 2012
Arden Reed August 2011 - April 2012
Goldman Sachs June 2011 - June 2011
Education
Arizona State University, W. P. Carey School of Business
B.S., Economics & Management
Humberto Cruz Humberto Cruz's Morgan Stanley Experience June 2014 - August 2014
Job Associate Consumer Sector, Morgan Stanley Fellow, MBA 2015 Cornell University
Industry Investment Banking
Experience
Piper Jaffray May 2015 - Present
Morgan Stanley June 2014 - August 2014
Federated Insurance November 2009 - February 2013
Federated Insurance January 2007 - December 2009
Federated Insurance November 2003 - February 2007
Skills
Insurance, Property & Casualty..., Disability Insurance, Sales, Cold Calling, Workers Compensation, Marketing, Commercial Insurance, Account Management, Health Insurance, Recruiting, Life Insurance, Management, Customer Retention, Underwriting, Sales Presentations, Risk Management, Liability, Employee Benefits, New Business Development
Education
The London School of Economics and Political Science (LSE) 2015 — 2015
Master of Business Administration (MBA), Investment Banking
Cornell University 2013 — 2015
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Arizona State University 1999 — 2003
BS, Finance
Universidad de Granada 2002 — 2003
International Business
Piper Jaffray May 2015 - Present
Morgan Stanley June 2014 - August 2014
Federated Insurance November 2009 - February 2013
Federated Insurance January 2007 - December 2009
Federated Insurance November 2003 - February 2007
Skills
Insurance, Property & Casualty..., Disability Insurance, Sales, Cold Calling, Workers Compensation, Marketing, Commercial Insurance, Account Management, Health Insurance, Recruiting, Life Insurance, Management, Customer Retention, Underwriting, Sales Presentations, Risk Management, Liability, Employee Benefits, New Business Development
Education
The London School of Economics and Political Science (LSE) 2015 — 2015
Master of Business Administration (MBA), Investment Banking
Cornell University 2013 — 2015
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Arizona State University 1999 — 2003
BS, Finance
Universidad de Granada 2002 — 2003
International Business
Keleigh Eisen's Morgan Stanley Experience January 2006 - February 2007
Job Associate Project Manager at ITC (Image Technologies Corporation)
Industry Marketing and Advertising
Experience
ITC (Image Technologies Corporation) April 2015 - Present
Image Technologies June 2014 - Present
Lindenwood University September 2013 - June 2014
Lindenwood University November 2011 - October 2013
Lindenwood University June 2011 - November 2011
Sarasota Opera 2009 - 2011
Kentucky Opera Association 2007 - 2010
Morgan Stanley January 2006 - February 2007
Skills
Grant Writing, Theatre, Nonprofits, Acting, Public Speaking, Editing, Teaching, Performing Arts, Fundraising, Event Planning, Community Outreach, Volunteer Management, Recruiting, Management, Marketing
Education
Lindenwood University 2012 — 2013
Master's of Science, Administration Management
Arizona State University 1999 — 2003
Bachelor's of Fine Arts, Theatre/Theater
ITC (Image Technologies Corporation) April 2015 - Present
Image Technologies June 2014 - Present
Lindenwood University September 2013 - June 2014
Lindenwood University November 2011 - October 2013
Lindenwood University June 2011 - November 2011
Sarasota Opera 2009 - 2011
Kentucky Opera Association 2007 - 2010
Morgan Stanley January 2006 - February 2007
Skills
Grant Writing, Theatre, Nonprofits, Acting, Public Speaking, Editing, Teaching, Performing Arts, Fundraising, Event Planning, Community Outreach, Volunteer Management, Recruiting, Management, Marketing
Education
Lindenwood University 2012 — 2013
Master's of Science, Administration Management
Arizona State University 1999 — 2003
Bachelor's of Fine Arts, Theatre/Theater
Pamela Floyd Pamela Floyd's Morgan Stanley Experience June 2003 - August 2013
Job Realtor at Keller Williams
Industry Real Estate
Experience
Keller Williams April 2014 - Present
New York & Company July 2013 - April 2014
Morgan Stanley June 2003 - August 2013
Wachovia April 2000 - June 2003
A. G. Edwards March 1995 - April 2000
Skills
Customer Service, Gatekeeper, Typing, Manage Client..., Investments, Mutual Funds, Banking, Sales, Client Services, Back Office, Relationship Management, KYC, Securities, Financial Services
Education
Arkansas Tech University 1993 — 1994
Bachelor of Business Administration (B.B.A.), Business
Parkview High School 1990 — 1993
High School Diploma, Business Administration, Management and Operations
Pulaski Technical College
Business
Keller Williams April 2014 - Present
New York & Company July 2013 - April 2014
Morgan Stanley June 2003 - August 2013
Wachovia April 2000 - June 2003
A. G. Edwards March 1995 - April 2000
Skills
Customer Service, Gatekeeper, Typing, Manage Client..., Investments, Mutual Funds, Banking, Sales, Client Services, Back Office, Relationship Management, KYC, Securities, Financial Services
Education
Arkansas Tech University 1993 — 1994
Bachelor of Business Administration (B.B.A.), Business
Parkview High School 1990 — 1993
High School Diploma, Business Administration, Management and Operations
Pulaski Technical College
Business
Jason Stabbs Jason Stabbs's Morgan Stanley Experience October 2011 - March 2013
Job Practice Development Manager, CareCredit
Industry Financial Services
Experience
CareCredit September 2014 - Present
All American Check Cashing December 2012 - August 2014
Morgan Stanley October 2011 - March 2013
Masco Corporation (Behr/Masterchem) June 2003 - September 2011
Morgan Stanley August 1999 - May 2002
Skills
401k Rollovers, Investment Advisory..., Retirement Planning, Retirement Savings, 403 b, Mutual Funds, ETFs, Stocks, Bonds, Fixed Income, Fixed Annuities, Variable Annuities, Unit Investment Trusts, Series 7, Series 66, Business Development, Management, Finance, Training, Employee Training, Financial Analysis, Sales Presentations, Building Relationships, Consumer Lending, Sales, Sales Force Development
Education
Arkansas State University 1997 — 2002
B.S., Corporate Finance
CareCredit September 2014 - Present
All American Check Cashing December 2012 - August 2014
Morgan Stanley October 2011 - March 2013
Masco Corporation (Behr/Masterchem) June 2003 - September 2011
Morgan Stanley August 1999 - May 2002
Skills
401k Rollovers, Investment Advisory..., Retirement Planning, Retirement Savings, 403 b, Mutual Funds, ETFs, Stocks, Bonds, Fixed Income, Fixed Annuities, Variable Annuities, Unit Investment Trusts, Series 7, Series 66, Business Development, Management, Finance, Training, Employee Training, Financial Analysis, Sales Presentations, Building Relationships, Consumer Lending, Sales, Sales Force Development
Education
Arkansas State University 1997 — 2002
B.S., Corporate Finance
Phil Mottini, RFC Phil Mottini, RFC's Morgan Stanley Experience February 1993 - January 2000
Job Vice President, Financial Coach at SmithMottini Financial Advisors, Inc.
Industry Financial Services
Experience
Smith-Mottini Financial Advisors, Inc. January 1991 - Present
Cetera Financial Group January 2011 - Present
BAR Financial, LLC January 2011 - Present
Financial Network Investment Corporation, Member SIPC January 2011 - December 2012
Morgan Stanley February 1993 - January 2000
Skills
Investments, Retirement Planning, Estate Planning, Tax planning, Tax Deferral Planning, Fund Administration, Middle Market, Financial Planners, Wealth Management, Project Planning, Retirement, Strategic Planning, Securities, Wealth, Tax
Education
Arizona State University 1990 — 1995
BS, RFC, CEA, FOS, Accounting
Smith-Mottini Financial Advisors, Inc. January 1991 - Present
Cetera Financial Group January 2011 - Present
BAR Financial, LLC January 2011 - Present
Financial Network Investment Corporation, Member SIPC January 2011 - December 2012
Morgan Stanley February 1993 - January 2000
Skills
Investments, Retirement Planning, Estate Planning, Tax planning, Tax Deferral Planning, Fund Administration, Middle Market, Financial Planners, Wealth Management, Project Planning, Retirement, Strategic Planning, Securities, Wealth, Tax
Education
Arizona State University 1990 — 1995
BS, RFC, CEA, FOS, Accounting
Josh Meek's Morgan Stanley Experience July 2015 - Present
Job Senior Ultra High Net Worth Lending Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley October 2010 - Present
Merrill Lynch August 2007 - September 2010
National Bank of Arizona August 2001 - August 2007
Skills
Commercial Lending, Commercial Banking, Private Banking, Real Estate Financing, Securities Lending, Wealth Management, Commercial Real Estate, Treasury Management, Mortgage Lending, Investment Banking, Mergers, Risk Management, Financial Analysis, Credit Analysis, Credit, Underwriting, Business Development, Relationship Marketing, Sales Management, Management, Series 7, Series 66, Series 79, Financial Advisory, High Net Worth..., Cash Management, Banking, Mergers & Acquisitions, Finance, Loans, Series 63, Financial Structuring, Portfolio Management, Investments
Education
Arizona State University, W. P. Carey School of Business
MBA, Finance
Arizona State University
BS, Finance
Morgan Stanley July 2015 - Present
Morgan Stanley October 2010 - Present
Merrill Lynch August 2007 - September 2010
National Bank of Arizona August 2001 - August 2007
Skills
Commercial Lending, Commercial Banking, Private Banking, Real Estate Financing, Securities Lending, Wealth Management, Commercial Real Estate, Treasury Management, Mortgage Lending, Investment Banking, Mergers, Risk Management, Financial Analysis, Credit Analysis, Credit, Underwriting, Business Development, Relationship Marketing, Sales Management, Management, Series 7, Series 66, Series 79, Financial Advisory, High Net Worth..., Cash Management, Banking, Mergers & Acquisitions, Finance, Loans, Series 63, Financial Structuring, Portfolio Management, Investments
Education
Arizona State University, W. P. Carey School of Business
MBA, Finance
Arizona State University
BS, Finance
Jeff Gilbert Jeff Gilbert's Morgan Stanley Experience November 2001 - February 2014
Job Director of Business Development at 5 Arch Group.
Industry Real Estate
Experience
5 Arch Funding Corp. May 2015 - Present
Morgan Stanley November 2001 - February 2014
Skills
Portfolio Management, Series 7, Investments, Wealth Management, Investment Advisory, Mutual Funds, Series 63, Alternative Investments, Asset Management, Asset Allocation, Equities, FINRA, Team Leadership, Securities, Strategic Planning, Fixed Income, Capital Markets, Hedge Funds, Real Estate Lending
Education
Arizona State University 1984 — 1989
BA, Political Science
5 Arch Funding Corp. May 2015 - Present
Morgan Stanley November 2001 - February 2014
Skills
Portfolio Management, Series 7, Investments, Wealth Management, Investment Advisory, Mutual Funds, Series 63, Alternative Investments, Asset Management, Asset Allocation, Equities, FINRA, Team Leadership, Securities, Strategic Planning, Fixed Income, Capital Markets, Hedge Funds, Real Estate Lending
Education
Arizona State University 1984 — 1989
BA, Political Science
Henry Hufnagel Henry Hufnagel's Morgan Stanley Experience June 1998 - November 2002
Job Financial Advisor at Newbridge Securities Corp.
Industry Investment Management
Experience
Newbridge Securities Corporation July 2010 - Present
Chicago Investment Group March 2008 - June 2010
H & R Block Financial Advisors (Ameriprise) March 2003 - January 2008
Morgan Stanley June 1998 - November 2002
Skills
Investment Advisor, Financial Presentations, Financial Planning, Wealth Management, Retirement Planning, Investments, Equities, Fixed Income, Alternative Investments, FINRA, Series 7, Investment Strategies, Insurance, Financial Advisory, Finance, Strategic Financial..., Asset Allocation, Asset Management, Securities
Education
University of Colorado Boulder - Leeds School of Business 1968 — 1969
M. S., Accounting and Finance
Arizona State University 1960 — 1964
B. S., Business and Accounting
Newbridge Securities Corporation July 2010 - Present
Chicago Investment Group March 2008 - June 2010
H & R Block Financial Advisors (Ameriprise) March 2003 - January 2008
Morgan Stanley June 1998 - November 2002
Skills
Investment Advisor, Financial Presentations, Financial Planning, Wealth Management, Retirement Planning, Investments, Equities, Fixed Income, Alternative Investments, FINRA, Series 7, Investment Strategies, Insurance, Financial Advisory, Finance, Strategic Financial..., Asset Allocation, Asset Management, Securities
Education
University of Colorado Boulder - Leeds School of Business 1968 — 1969
M. S., Accounting and Finance
Arizona State University 1960 — 1964
B. S., Business and Accounting
Cezary Nadecki, CFA Cezary Nadecki, CFA's Morgan Stanley Experience 1996 - 1997
Job Vice President at Schroder Investment Mgmt
Industry Investment Management
Experience
Schroders January 2004 - Present
FactSet Research Systems February 2002 - January 2004
Eli Lilly 1999 - 2001
Charles Schwab 1997 - 1998
Morgan Stanley 1996 - 1997
Skills
Investments, Equity Research, Bloomberg, Asset Management, Factset, Investment Management, Financial Modeling, Valuation, Asset Managment, Alternative Investments, Equities, Portfolio Management
Education
Thunderbird School of Global Management 1998 — 1999
Master of International Management
Arizona State University 1997 — 1999
MBA
University of Arizona 1991 — 1996
BS, Finance & Economics
Schroders January 2004 - Present
FactSet Research Systems February 2002 - January 2004
Eli Lilly 1999 - 2001
Charles Schwab 1997 - 1998
Morgan Stanley 1996 - 1997
Skills
Investments, Equity Research, Bloomberg, Asset Management, Factset, Investment Management, Financial Modeling, Valuation, Asset Managment, Alternative Investments, Equities, Portfolio Management
Education
Thunderbird School of Global Management 1998 — 1999
Master of International Management
Arizona State University 1997 — 1999
MBA
University of Arizona 1991 — 1996
BS, Finance & Economics
Stephen Jobe Stephen Jobe's Morgan Stanley Experience February 2013 - Present
Job 529 College Savings Plan & Offshore Fund Product Management
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
Aberrant Consulting LLC March 2012 - February 2013
iShares March 2009 - December 2011
Morgan Stanley 2006 - November 2009
College Savings Foundation 2006 - 2009
Allianz Global Investors November 2001 - May 2006
Allianz Global Investors February 2000 - November 2001
PIMCO May 1996 - February 2000
OppenheimerFunds April 1995 - May 1996
OppenheimerFunds September 1991 - April 1995
Skills
Mutual Funds, Offshore Mutual Funds, ETFs, 529 Plans, Product Management, Strategy, Investments, Marketing Communications, Financial Services, Leadership, Investment Management, Wealth Management, Asset Management, Securities, Asset Managment, Executive Management, Strategic Partnerships, Marketing, Asset Allocation, Series 24, Series 7, Series 63
Education
Art Institute of Colorado 1979 — 1980
Advertising & Design
Morgan Stanley February 2013 - Present
Aberrant Consulting LLC March 2012 - February 2013
iShares March 2009 - December 2011
Morgan Stanley 2006 - November 2009
College Savings Foundation 2006 - 2009
Allianz Global Investors November 2001 - May 2006
Allianz Global Investors February 2000 - November 2001
PIMCO May 1996 - February 2000
OppenheimerFunds April 1995 - May 1996
OppenheimerFunds September 1991 - April 1995
Skills
Mutual Funds, Offshore Mutual Funds, ETFs, 529 Plans, Product Management, Strategy, Investments, Marketing Communications, Financial Services, Leadership, Investment Management, Wealth Management, Asset Management, Securities, Asset Managment, Executive Management, Strategic Partnerships, Marketing, Asset Allocation, Series 24, Series 7, Series 63
Education
Art Institute of Colorado 1979 — 1980
Advertising & Design
Jamie S McKenna's Morgan Stanley Experience 1992 - 1993
Job National Business Development Officer at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities August 2014 - Present
Morgan Stanley Wealth Management April 2013 - September 2014
Dynamic Perspectives, Inc. 2009 - 2013
UBS Financial Services January 2007 - January 2009
Sundance Partners, Inc 2000 - 2007
Smith Barney 1994 - 1999
Morgan Stanley 1992 - 1993
Skills
Kolbe Certified, NLP Certified, Coaching, Leadership, Team Management, Sales, Financial Advisory, Team, Executive Coaching, Leadership Development, Organizational..., Management Consulting, Change Management, Team Building, Strategic Partnerships, Business Development, Management, Business Planning, Performance Improvement, Strategy, Mergers & Acquisitions, Training, Executive Management, Financial Services, Recruiting, Talent Acquisition
Education
Arizona State University
Bachelor of Science (BS), Organizational Communications & Business Management
International Coach Academy; Certified Professional Coach 2010 — 2012
Park Avenue Securities August 2014 - Present
Morgan Stanley Wealth Management April 2013 - September 2014
Dynamic Perspectives, Inc. 2009 - 2013
UBS Financial Services January 2007 - January 2009
Sundance Partners, Inc 2000 - 2007
Smith Barney 1994 - 1999
Morgan Stanley 1992 - 1993
Skills
Kolbe Certified, NLP Certified, Coaching, Leadership, Team Management, Sales, Financial Advisory, Team, Executive Coaching, Leadership Development, Organizational..., Management Consulting, Change Management, Team Building, Strategic Partnerships, Business Development, Management, Business Planning, Performance Improvement, Strategy, Mergers & Acquisitions, Training, Executive Management, Financial Services, Recruiting, Talent Acquisition
Education
Arizona State University
Bachelor of Science (BS), Organizational Communications & Business Management
International Coach Academy; Certified Professional Coach 2010 — 2012
Stefanie Ricciardelli Stefanie Ricciardelli's Morgan Stanley Experience June 2007 - August 2007
Job Business Development at Eze Castle Integration
Industry Financial Services
Experience
Eze Castle Integration January 2013 - Present
Eze Castle Integration September 2011 - January 2013
International Inspirations/Lux Accessories September 2010 - August 2011
New York Police & Fire Widows' & Children's Benefit Fund June 2010 - August 2010
New York Police & Fire Widows' & Children's Benefit Fund June 2009 - August 2009
Deutsche Bank June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
Skills
Event Management, Account Management, Sales, Marketing, Business Development, Project Management, Budgets, Customer Service, Analysis, CRM, Process Improvement, Competitive Analysis, Data Analysis, Project Planning, Strategy, Salesforce.com, Vendor Management
Education
Arizona State University 2006 — 2010
Bachelor of Science
Northern Valley Old Tappan High School 2002 — 2006
Eze Castle Integration January 2013 - Present
Eze Castle Integration September 2011 - January 2013
International Inspirations/Lux Accessories September 2010 - August 2011
New York Police & Fire Widows' & Children's Benefit Fund June 2010 - August 2010
New York Police & Fire Widows' & Children's Benefit Fund June 2009 - August 2009
Deutsche Bank June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
Skills
Event Management, Account Management, Sales, Marketing, Business Development, Project Management, Budgets, Customer Service, Analysis, CRM, Process Improvement, Competitive Analysis, Data Analysis, Project Planning, Strategy, Salesforce.com, Vendor Management
Education
Arizona State University 2006 — 2010
Bachelor of Science
Northern Valley Old Tappan High School 2002 — 2006
Bridgette LaQue's Morgan Stanley Experience December 2013 - Present
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Merrill Lynch November 2004 - December 2013
Bank of America July 2006 - December 2008
Bank of America January 2005 - July 2006
US Navy December 1999 - February 2004
Skills
Series 7, Wealth Management, Series 63, Credit, Series 6, Risk Management, Lending Solutions, Mortgage Lending, Salesforce.com, Sales&Marketing, Organization Growth, Prospecting Skills, Wealth Management..., Liquidity Management, Liquidity Risk, Liquidity Solutions, commercial credit, small business..., estate planning, Gold Star Families, Military Benefits..., Custom Lending, Networking, Investment Backed..., SBA, Estate Planning, Banking, Financial Advisory, Commercial Lending, Private Banking, High Net Worth...
Education
Arizona State University
Morgan Stanley December 2013 - Present
Merrill Lynch November 2004 - December 2013
Bank of America July 2006 - December 2008
Bank of America January 2005 - July 2006
US Navy December 1999 - February 2004
Skills
Series 7, Wealth Management, Series 63, Credit, Series 6, Risk Management, Lending Solutions, Mortgage Lending, Salesforce.com, Sales&Marketing, Organization Growth, Prospecting Skills, Wealth Management..., Liquidity Management, Liquidity Risk, Liquidity Solutions, commercial credit, small business..., estate planning, Gold Star Families, Military Benefits..., Custom Lending, Networking, Investment Backed..., SBA, Estate Planning, Banking, Financial Advisory, Commercial Lending, Private Banking, High Net Worth...
Education
Arizona State University
Stacey Harral's Morgan Stanley Experience January 1997 - November 2006
Job Resident Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2006 - Present
Morgan Stanley January 1997 - November 2006
Skills
Series 7, Retirement Planning, Asset Allocation, Investments, Securities, Investment Advisory, Estate Planning, Strategic Financial..., Series 9, Series 10
Education
University of Arkansas at Little Rock 1989 — 2002
Master's degree, Business Administration and Management, General
Arkansas State University 1984 — 1988
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Merrill Lynch November 2006 - Present
Morgan Stanley January 1997 - November 2006
Skills
Series 7, Retirement Planning, Asset Allocation, Investments, Securities, Investment Advisory, Estate Planning, Strategic Financial..., Series 9, Series 10
Education
University of Arkansas at Little Rock 1989 — 2002
Master's degree, Business Administration and Management, General
Arkansas State University 1984 — 1988
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Bryan Jarman, CFA Bryan Jarman, CFA's Morgan Stanley Experience 1999 - 2002
Job Senior Investment Strategist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo November 2012 - Present
Hepburn Capital Management, LLC November 2011 - August 2012
Wells Fargo 2004 - October 2011
Lincoln Financial Advisors 2002 - 2004
Morgan Stanley 1999 - 2002
Ford Motor Credit Company 1996 - 1999
Skills
Russian, Asset Allocation, Alternative Investments, Investments, Wealth Management, Portfolio Management, Investment Strategies, Asset Managment, Equities, Investment Advisory, Wealth Management..., Investment Management, Fixed Income, Mutual Funds, Strategic Financial...
Education
The Johns Hopkins University - Carey Business School 1997 — 1998
MS, Finance
Arizona State University 1990 — 1996
BS, BS, Finance, Economics
Camelback High School 1986 — 1990
Wells Fargo November 2012 - Present
Hepburn Capital Management, LLC November 2011 - August 2012
Wells Fargo 2004 - October 2011
Lincoln Financial Advisors 2002 - 2004
Morgan Stanley 1999 - 2002
Ford Motor Credit Company 1996 - 1999
Skills
Russian, Asset Allocation, Alternative Investments, Investments, Wealth Management, Portfolio Management, Investment Strategies, Asset Managment, Equities, Investment Advisory, Wealth Management..., Investment Management, Fixed Income, Mutual Funds, Strategic Financial...
Education
The Johns Hopkins University - Carey Business School 1997 — 1998
MS, Finance
Arizona State University 1990 — 1996
BS, BS, Finance, Economics
Camelback High School 1986 — 1990
Cole Jackson Cole Jackson's Morgan Stanley Experience May 2010 - August 2010
Job Associate at W. P. Carey Inc.
Industry Financial Services
Experience
W. P. Carey Inc. May 2011 - Present
Arizona State University W. P. Carey School of Business August 2007 - May 2011
ASU Student Investment Management Fund January 2010 - December 2010
Morgan Stanley May 2010 - August 2010
ViaWest Properties May 2009 - August 2009
Skills
Asset Managment, Bloomberg, Portfolio Management, Asset Management, Investments, Finance, Equities, Financial Analysis, Derivatives, Fixed Income, Economics, Microsoft Excel, Asset Allocation, Financial Reporting, Valuation, Analysis, Management
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Finance
W. P. Carey Inc. May 2011 - Present
Arizona State University W. P. Carey School of Business August 2007 - May 2011
ASU Student Investment Management Fund January 2010 - December 2010
Morgan Stanley May 2010 - August 2010
ViaWest Properties May 2009 - August 2009
Skills
Asset Managment, Bloomberg, Portfolio Management, Asset Management, Investments, Finance, Equities, Financial Analysis, Derivatives, Fixed Income, Economics, Microsoft Excel, Asset Allocation, Financial Reporting, Valuation, Analysis, Management
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Finance
Ben Montclair Ben Montclair's Morgan Stanley Experience January 2005 - January 2006
Job Commercial Solar Project Developer at Smart Solar Solutions
Industry Renewables & Environment
Experience
Smart Solar Solutions May 2013 - Present
Arizona Solar Energy Industries Association April 2014 - February 2015
Ikoloji 2008 - January 2014
Capital Review Group January 2011 - August 2011
CarbonFree Technology Corp. June 2008 - January 2010
Morgan Stanley January 2005 - January 2006
MIT Enterprise Forum of the Northwest 2005 - 2005
Amazon.com June 1999 - November 2001
Skills
Public Speaking, Cleantech, Project Management, Renewable Energy, Energy, Project Finance, Quantitative Analytics, Solar Energy, Energy Efficiency, Sustainability, Photovoltaics, LEED, Energy Management, Green Building, Contract Negotiation, Construction, Energy Policy, Proposal Writing, Sustainable Energy, Sustainable Development, Business Development, Energy Conservation, Sustainability..., Strategic Planning
Education
Arizona State University, W. P. Carey School of Business 2006 — 2008
MBA, Strategic Marketing
Western Washington University 1989 — 1995
BA, Fitness & Exercise Sciences
Smart Solar Solutions May 2013 - Present
Arizona Solar Energy Industries Association April 2014 - February 2015
Ikoloji 2008 - January 2014
Capital Review Group January 2011 - August 2011
CarbonFree Technology Corp. June 2008 - January 2010
Morgan Stanley January 2005 - January 2006
MIT Enterprise Forum of the Northwest 2005 - 2005
Amazon.com June 1999 - November 2001
Skills
Public Speaking, Cleantech, Project Management, Renewable Energy, Energy, Project Finance, Quantitative Analytics, Solar Energy, Energy Efficiency, Sustainability, Photovoltaics, LEED, Energy Management, Green Building, Contract Negotiation, Construction, Energy Policy, Proposal Writing, Sustainable Energy, Sustainable Development, Business Development, Energy Conservation, Sustainability..., Strategic Planning
Education
Arizona State University, W. P. Carey School of Business 2006 — 2008
MBA, Strategic Marketing
Western Washington University 1989 — 1995
BA, Fitness & Exercise Sciences
Jack Vrablik Jack Vrablik's Morgan Stanley Experience June 2011 - June 2013
Job JD/MBA Student at Arizona State University
Industry Law Practice
Experience
ON Semiconductor May 2015 - Present
Morgan Stanley June 2011 - June 2013
New York State Unified Court System September 2009 - May 2011
Fordham University August 2007 - May 2011
Northwestern Mutual June 2009 - October 2009
Skills
Excel, PowerPoint, Word, Financial Analysis, Microsoft Office, Economics, Research, Microsoft Excel
Education
Arizona State University - W. P. Carey School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Arizona State University College of Law 2013 — 2017
Juris Doctor (J.D.), Business Law, Contracts, Entity Formation
Fordham University 2007 — 2011
Bachelor of Science, Business Economics
ON Semiconductor May 2015 - Present
Morgan Stanley June 2011 - June 2013
New York State Unified Court System September 2009 - May 2011
Fordham University August 2007 - May 2011
Northwestern Mutual June 2009 - October 2009
Skills
Excel, PowerPoint, Word, Financial Analysis, Microsoft Office, Economics, Research, Microsoft Excel
Education
Arizona State University - W. P. Carey School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Arizona State University College of Law 2013 — 2017
Juris Doctor (J.D.), Business Law, Contracts, Entity Formation
Fordham University 2007 — 2011
Bachelor of Science, Business Economics
Michael Tobian Michael Tobian's Morgan Stanley Experience May 1996 - May 1997
Job Designated Broker, Get Arizona Property
Industry Real Estate
Experience
Get Arizona Property January 2010 - Present
Spitfire Photography 2010 - Present
Arizona ASMP 2013 - 2015
Arizona ASMP 2013 - 2015
Realty Avenue, LLC January 2006 - December 2009
Dan Schwartz Realty June 2002 - December 2005
Illustrated Properties Real Estate PGA May 2000 - May 2002
Morgan Stanley May 1996 - May 1997
Skills
REO, Short Sales, Estate Sales, Real Estate Investor, Foreclosures, Relocation, Buyer Representation, Condos, Sellers, First Time Home Buyers, Single Family Homes, Listings, Investors, Investment Properties, Real Estate, Rentals, New Home Sales, Property, ABR, Real Estate Development, Residential Homes, Referrals, Commercial Real Estate, Real Estate Transactions, Buyers, Investments, SFR, Real Property, Townhomes, FHA, Resellers, Selling, Leases, Brokerage, Property Management, Disposition, Real Estate Economics, Location Intelligence, Land Acquisition, Real Estate Financing, Mortgage Banking, Corporate Real Estate, Mortgage Lending, Contract Negotiation, Sales
Education
Arizona State University, W. P. Carey School of Business 1993 — 1996
Bachelor of Science (BS), Finance, Accounting, Business
Art Institute of Phoenix
Art Institute of Phoenix
Art Institute of Phoenix
Cousino
Get Arizona Property January 2010 - Present
Spitfire Photography 2010 - Present
Arizona ASMP 2013 - 2015
Arizona ASMP 2013 - 2015
Realty Avenue, LLC January 2006 - December 2009
Dan Schwartz Realty June 2002 - December 2005
Illustrated Properties Real Estate PGA May 2000 - May 2002
Morgan Stanley May 1996 - May 1997
Skills
REO, Short Sales, Estate Sales, Real Estate Investor, Foreclosures, Relocation, Buyer Representation, Condos, Sellers, First Time Home Buyers, Single Family Homes, Listings, Investors, Investment Properties, Real Estate, Rentals, New Home Sales, Property, ABR, Real Estate Development, Residential Homes, Referrals, Commercial Real Estate, Real Estate Transactions, Buyers, Investments, SFR, Real Property, Townhomes, FHA, Resellers, Selling, Leases, Brokerage, Property Management, Disposition, Real Estate Economics, Location Intelligence, Land Acquisition, Real Estate Financing, Mortgage Banking, Corporate Real Estate, Mortgage Lending, Contract Negotiation, Sales
Education
Arizona State University, W. P. Carey School of Business 1993 — 1996
Bachelor of Science (BS), Finance, Accounting, Business
Art Institute of Phoenix
Art Institute of Phoenix
Art Institute of Phoenix
Cousino
Ogdahl, Curt Ogdahl, Curt's Morgan Stanley Experience October 1999 - November 2008
Job Vice President, Investment Executive Dougherty and Company LLC
Industry Financial Services
Experience
Dougherty and Company October 2009 - Present
UBS Wealth Management November 2008 - October 2009
Morgan Stanley October 1999 - November 2008
Skills
Financial Analysis, Credit
Education
Keller Graduate School of Management DeVry University 2007 — 2010
MBA, Finance
St. Cloud State University 1996 — 1999
BA, Economics
Arizona State University 1995 — 1996
Finance and Economics
Minnewaska Area High School 1991 — 1995
Dougherty and Company October 2009 - Present
UBS Wealth Management November 2008 - October 2009
Morgan Stanley October 1999 - November 2008
Skills
Financial Analysis, Credit
Education
Keller Graduate School of Management DeVry University 2007 — 2010
MBA, Finance
St. Cloud State University 1996 — 1999
BA, Economics
Arizona State University 1995 — 1996
Finance and Economics
Minnewaska Area High School 1991 — 1995
Michael Dieleman, MBA Michael Dieleman, MBA's Morgan Stanley Experience July 2005 - September 2006
Job Sales, Marketing and Finance Executive/Consultant
Industry Insurance
Experience
Premier Access Dental and Vision (Acquired by Guardian) December 2013 - Present
Kaiser Permanente April 2012 - November 2013
Discount Golf October 1999 - April 2012
Washington Management Group December 2007 - October 2008
Merrill Lynch September 2006 - December 2007
Morgan Stanley July 2005 - September 2006
Universal Music Group August 2005 - April 2006
Twentieth Century Fox September 2000 - January 2005
Sony Pictures Entertainment April 1999 - September 2000
New Line Cinema May 1997 - June 1998
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Managerial Finance, Financial Risk, Consultants, Management Consulting, Contract Negotiation, Strategic Consulting, Film, Construction, Investment Advisory, Financial Advisory, Business Advisory, Corporate Advisory, Entrepreneurship, Client, Client Development, Client Counseling, Client Representation, Client Education, Client Liaison, Helping Clients Succeed, Supervision, Supervising, Staff Supervision, Supervisory Experience, Personnel Supervision, Account Management, Change Management, Sales Management, Management, Project Management, Government, Government Contracting, Government Procurement, Federal Government, State Government, Sales, Sales Presentations, Forecasting, Financial Modeling
Education
Baylor University - Hankamer School of Business
MBA, International Finance and Marketing
University of London
Study Abroad, International Business
Arizona State University - W. P. Carey School of Business
BS, Business Management
Premier Access Dental and Vision (Acquired by Guardian) December 2013 - Present
Kaiser Permanente April 2012 - November 2013
Discount Golf October 1999 - April 2012
Washington Management Group December 2007 - October 2008
Merrill Lynch September 2006 - December 2007
Morgan Stanley July 2005 - September 2006
Universal Music Group August 2005 - April 2006
Twentieth Century Fox September 2000 - January 2005
Sony Pictures Entertainment April 1999 - September 2000
New Line Cinema May 1997 - June 1998
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Managerial Finance, Financial Risk, Consultants, Management Consulting, Contract Negotiation, Strategic Consulting, Film, Construction, Investment Advisory, Financial Advisory, Business Advisory, Corporate Advisory, Entrepreneurship, Client, Client Development, Client Counseling, Client Representation, Client Education, Client Liaison, Helping Clients Succeed, Supervision, Supervising, Staff Supervision, Supervisory Experience, Personnel Supervision, Account Management, Change Management, Sales Management, Management, Project Management, Government, Government Contracting, Government Procurement, Federal Government, State Government, Sales, Sales Presentations, Forecasting, Financial Modeling
Education
Baylor University - Hankamer School of Business
MBA, International Finance and Marketing
University of London
Study Abroad, International Business
Arizona State University - W. P. Carey School of Business
BS, Business Management
Christian Battaglia Christian Battaglia's Morgan Stanley Experience December 2001 - December 2003
Job Sales Professional
Industry Computer Software
Experience
Coremetrics August 2007 - Present
WebEx December 2004 - August 2007
Morgan Stanley December 2001 - December 2003
Education
Arizona State University 1994 — 1998
Coremetrics August 2007 - Present
WebEx December 2004 - August 2007
Morgan Stanley December 2001 - December 2003
Education
Arizona State University 1994 — 1998
Arlene Randolph Arlene Randolph's Morgan Stanley Experience July 1999 - December 2004
Job Administrative Assistant/Client Service Associate
Industry Financial Services
Experience
Reliance Operations Services, LLC June 2010 - March 2014
Reliance Trust Company January 2007 - June 2010
Assurant Specialty Property August 2006 - January 2007
First Data Corporation December 2004 - February 2006
Morgan Stanley July 1999 - December 2004
Skills
Mutual Funds, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Outlook, Event Planning, Training, Salesforce.com, Social Networking, Social Media
Education
Ashford University 2013 — 2015
Reliance Operations Services, LLC June 2010 - March 2014
Reliance Trust Company January 2007 - June 2010
Assurant Specialty Property August 2006 - January 2007
First Data Corporation December 2004 - February 2006
Morgan Stanley July 1999 - December 2004
Skills
Mutual Funds, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Outlook, Event Planning, Training, Salesforce.com, Social Networking, Social Media
Education
Ashford University 2013 — 2015
Philippe Barthelemy Philippe Barthelemy's Morgan Stanley Experience March 2012 - December 2014
Job Project Manager at Desjardins
Industry Information Technology and Services
Experience
Desjardins March 2015 - Present
Morgan Stanley March 2012 - December 2014
Alphamosaik October 2011 - March 2012
Air Liquide July 2008 - September 2011
Air Liquide July 2008 - September 2011
Air Liquide SA March 2004 - April 2008
Air Liquide SA April 2002 - March 2004
Business Design Consulting October 2000 - April 2002
Sigma Designs 1998 - 2000
Rio Tinto Alcan July 1997 - September 1997
Skills
PMP, ITIL, Project Planning, Project Coordination, Software Project..., Citrix, Requirements Analysis, Reporting & Analysis, Governance, Negotiation, Functional Analysis, MS Project, Business Analysis, Microsoft Project, Outsourcing, PMO, Integration, Change Management, Project Management
Education
McGill University 2012 — 2012
Continuing Education : Comprehensive Business Analysis
University of Paris I: Panthéon-Sorbonne 2001 — 2002
MBA, Business Administration
Arts et Métiers ParisTech _ École Nationale Supérieure d'Arts et Métiers 1995 — 1998
M.Sc., Industrial Engineering
Desjardins March 2015 - Present
Morgan Stanley March 2012 - December 2014
Alphamosaik October 2011 - March 2012
Air Liquide July 2008 - September 2011
Air Liquide July 2008 - September 2011
Air Liquide SA March 2004 - April 2008
Air Liquide SA April 2002 - March 2004
Business Design Consulting October 2000 - April 2002
Sigma Designs 1998 - 2000
Rio Tinto Alcan July 1997 - September 1997
Skills
PMP, ITIL, Project Planning, Project Coordination, Software Project..., Citrix, Requirements Analysis, Reporting & Analysis, Governance, Negotiation, Functional Analysis, MS Project, Business Analysis, Microsoft Project, Outsourcing, PMO, Integration, Change Management, Project Management
Education
McGill University 2012 — 2012
Continuing Education : Comprehensive Business Analysis
University of Paris I: Panthéon-Sorbonne 2001 — 2002
MBA, Business Administration
Arts et Métiers ParisTech _ École Nationale Supérieure d'Arts et Métiers 1995 — 1998
M.Sc., Industrial Engineering
Tomas Faber's Morgan Stanley Experience January 2012 - 2013
Job Associate at MVision Private Equity Advisers
Industry Venture Capital & Private Equity
Experience
MVision Private Equity Advisers May 2015 - Present
MVision Private Equity Advisers August 2013 - May 2015
Morgan Stanley January 2012 - 2013
Morgan Stanley August 2010 - January 2012
JDB Capital Investment Bank May 2010 - August 2010
Cuenca Lab S June 2009 - August 2009
Three Melons S May 2009 - June 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Bloomberg, Financial Analysis, DCF, Investments, Equity Research, Equities, Private Equity, Capital IQ, Portfolio Management, Economics, Capital Markets, Mergers, Special Situations, Credit Analysis, High Yield, Relative Value, Mergers & Acquisitions, IPO, Finance, Equity Capital Markets, Strategy, Trading, Emerging Markets, LBO
Education
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance, General
Universidad Torcuato Di Tella 2008 — 2008
Bachelor of Science, Economics
MVision Private Equity Advisers May 2015 - Present
MVision Private Equity Advisers August 2013 - May 2015
Morgan Stanley January 2012 - 2013
Morgan Stanley August 2010 - January 2012
JDB Capital Investment Bank May 2010 - August 2010
Cuenca Lab S June 2009 - August 2009
Three Melons S May 2009 - June 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Bloomberg, Financial Analysis, DCF, Investments, Equity Research, Equities, Private Equity, Capital IQ, Portfolio Management, Economics, Capital Markets, Mergers, Special Situations, Credit Analysis, High Yield, Relative Value, Mergers & Acquisitions, IPO, Finance, Equity Capital Markets, Strategy, Trading, Emerging Markets, LBO
Education
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance, General
Universidad Torcuato Di Tella 2008 — 2008
Bachelor of Science, Economics
Sue Mamer Sue Mamer's Morgan Stanley Experience January 1988 - January 2009
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley January 1988 - January 2009
Skills
Mutual Funds, Asset Allocation, Investment Strategies, Investments, Retirement Planning, Alternative Investments, Financial Advisory, Portfolio Management
Education
Arizona State University
Bachelor’s Degree, General Business/Economics
Michigan State University
University of California, San Diego
Graduate School
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley January 1988 - January 2009
Skills
Mutual Funds, Asset Allocation, Investment Strategies, Investments, Retirement Planning, Alternative Investments, Financial Advisory, Portfolio Management
Education
Arizona State University
Bachelor’s Degree, General Business/Economics
Michigan State University
University of California, San Diego
Graduate School
Lucas Jennings Lucas Jennings's Morgan Stanley Experience 2006 - 2008
Job Manager of Operations at Union Pacific Railroad
Industry Military
Experience
Union Pacific Railroad October 2013 - Present
US Army January 2001 - Present
University of Arkansas July 2008 - July 2012
Morgan Stanley 2006 - 2008
Skills
Military Experience, Leadership Development, Public Speaking, Teaching, Military, Leadership, Research, Security Clearance, Microsoft Office, Training, Organizational..., Higher Education, Government, Operational Planning, Policy, Statistics, Command, Military Operations, Critical Thinking, International Relations, Mathematics, Defense
Education
University of Arkansas at Fayetteville 2008 — 2012
Master's degree, Mathematics
Arkansas State University 2001 — 2005
Bachelor's degree, Mathematics
Union Pacific Railroad October 2013 - Present
US Army January 2001 - Present
University of Arkansas July 2008 - July 2012
Morgan Stanley 2006 - 2008
Skills
Military Experience, Leadership Development, Public Speaking, Teaching, Military, Leadership, Research, Security Clearance, Microsoft Office, Training, Organizational..., Higher Education, Government, Operational Planning, Policy, Statistics, Command, Military Operations, Critical Thinking, International Relations, Mathematics, Defense
Education
University of Arkansas at Fayetteville 2008 — 2012
Master's degree, Mathematics
Arkansas State University 2001 — 2005
Bachelor's degree, Mathematics
Desi (Ludwig) Bradford's Morgan Stanley Experience 1992 - 1994
Job Sales & Business Development
Industry Information Technology and Services
Experience
Avnet Electronics Marketing 2000 - 2005
Avnet Technology Solutions 1998 - 2000
MicroAge 1997 - 1998
SEA Group 1995 - 1997
Lanier Worldwide, a division of Ricoh Americas Corporation 1994 - 1995
Morgan Stanley 1992 - 1994
Skills
Account Management, Sales Management, Semiconductors, Business Development, Contract Negotiation, Supplier Development, Supplier Negotiation, Forcasting
Education
Arizona State University 2000 — 2002
Master of Business Administration (MBA)
University of Arizona 1988 — 1992
Bachelor of Science and Business Administration (BSBA), Under Graduate Degree
Avnet Electronics Marketing 2000 - 2005
Avnet Technology Solutions 1998 - 2000
MicroAge 1997 - 1998
SEA Group 1995 - 1997
Lanier Worldwide, a division of Ricoh Americas Corporation 1994 - 1995
Morgan Stanley 1992 - 1994
Skills
Account Management, Sales Management, Semiconductors, Business Development, Contract Negotiation, Supplier Development, Supplier Negotiation, Forcasting
Education
Arizona State University 2000 — 2002
Master of Business Administration (MBA)
University of Arizona 1988 — 1992
Bachelor of Science and Business Administration (BSBA), Under Graduate Degree
Bryan Klontz Bryan Klontz's Morgan Stanley Experience June 2013 - Present
Job Vice President; Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Merrill Lynch February 2011 - June 2013
Merrill Lynch March 2010 - February 2011
Bank of America 2004 - 2008
Skills
Wealth Management, Series 7, Credit, Liquidity, Debt, Banking, Cash Management, Mortgage, Series 63, Asset Management, Series 6, Loan Origination, Mortgage Lending, Private Banking, Deposits, Underwriting, Credit Cards, FINRA, Private Wealth..., Customer Relations, Referrals, Loans, Portfolio Management, Retirement, Wealth Management..., Investments, Finance
Education
Arizona State University, W. P. Carey School of Business 1998 — 2002
Finance
Morgan Stanley June 2013 - Present
Merrill Lynch February 2011 - June 2013
Merrill Lynch March 2010 - February 2011
Bank of America 2004 - 2008
Skills
Wealth Management, Series 7, Credit, Liquidity, Debt, Banking, Cash Management, Mortgage, Series 63, Asset Management, Series 6, Loan Origination, Mortgage Lending, Private Banking, Deposits, Underwriting, Credit Cards, FINRA, Private Wealth..., Customer Relations, Referrals, Loans, Portfolio Management, Retirement, Wealth Management..., Investments, Finance
Education
Arizona State University, W. P. Carey School of Business 1998 — 2002
Finance
Thomas Schuller, CFP® Thomas Schuller, CFP®'s Morgan Stanley Experience October 1996 - November 2002
Job Vice President Investment Executive at Fifth Third Securities Merchandise Mart
Industry Financial Services
Experience
Fifth Third Securities June 2012 - Present
Morgan Stanley October 1996 - November 2002
Bear Stearns January 1996 - September 1996
Skills
Life Insurance, Certified Financial..., Series 7
Education
Arizona State University
BFA, BA
Kent State University
Fifth Third Securities June 2012 - Present
Morgan Stanley October 1996 - November 2002
Bear Stearns January 1996 - September 1996
Skills
Life Insurance, Certified Financial..., Series 7
Education
Arizona State University
BFA, BA
Kent State University
Jeffrey Siegel's Morgan Stanley Experience February 1995 - August 1997
Job Director Of Equity Trading at Northwestern Mutual Life
Industry Investment Management
Experience
Northwestern Mutual Life September 2006 - Present
Dreman Value Management November 2004 - September 2006
ING Investment Management September 1998 - April 2003
AIG SunAmerica September 1997 - September 1998
Morgan Stanley February 1995 - August 1997
Skills
Equities, Hedge Funds, Bloomberg, Series 7, Trading, Equity Trading, Fixed Income, Securities, Alternative Investments, Equity Research, Options, Electronic Trading, Asset Managment, Derivatives, Trading Systems, Series 63, Investment Strategies, Financial Markets, Investments, Mutual Funds, Trading Strategies, Investment Banking, Series 24, ETFs, Equity Derivatives, Asset Management, FINRA, Hedging
Education
University of Wisconsin-Milwaukee, Sheldon B. Lubar School of Business 2007 — 2009
MBA, Business Administration and Management, General
Arizona State University 1989 — 1992
B.S., Finance
Northwestern Mutual Life September 2006 - Present
Dreman Value Management November 2004 - September 2006
ING Investment Management September 1998 - April 2003
AIG SunAmerica September 1997 - September 1998
Morgan Stanley February 1995 - August 1997
Skills
Equities, Hedge Funds, Bloomberg, Series 7, Trading, Equity Trading, Fixed Income, Securities, Alternative Investments, Equity Research, Options, Electronic Trading, Asset Managment, Derivatives, Trading Systems, Series 63, Investment Strategies, Financial Markets, Investments, Mutual Funds, Trading Strategies, Investment Banking, Series 24, ETFs, Equity Derivatives, Asset Management, FINRA, Hedging
Education
University of Wisconsin-Milwaukee, Sheldon B. Lubar School of Business 2007 — 2009
MBA, Business Administration and Management, General
Arizona State University 1989 — 1992
B.S., Finance
Ryan Rayburn Ryan Rayburn's Morgan Stanley Experience March 2002 - October 2005
Job Assistant Vice President, ABS Director at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors May 2014 - Present
AXA Advisors March 2007 - May 2014
Merrill Lynch October 2005 - May 2006
Morgan Stanley March 2002 - October 2005
Education
Arizona State University 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Finance, General
University of Missouri-Kansas City 1996 — 1998
Lincoln Financial Advisors May 2014 - Present
AXA Advisors March 2007 - May 2014
Merrill Lynch October 2005 - May 2006
Morgan Stanley March 2002 - October 2005
Education
Arizona State University 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Finance, General
University of Missouri-Kansas City 1996 — 1998
Aerin Jacob's Morgan Stanley Experience 1996 - 1999
Job President at The MJ Company
Industry Facilities Services
Experience
BOCAJ, LLC July 2009 - Present
The MJ Company September 2000 - Present
Cactus Foothills South LL 2011 - 2012
Bags On The Run 2007 - 2010
Morgan Stanley 1996 - 1999
Skills
TQM, Six Sigma, Financial Analysis, Operating Systems, Operations Management, Sales Operations, Entrepreneurship..., Sales Management, Sales Process, Project Management, Risk Management, Account Management, Key Account Management, Human Resources, Professional..., Building Maintenance, Property Management, Property Management..., Intellectual Property, Strategic Consulting, Management Consulting, Facilities Management, Facilities Operations, Facility Development, Team Building, Start-ups, Business Development, Public Speaking, Volunteer Management, Volunteer Recruiting, Non-profit Board..., Youth Mentoring, Fundraising, Small Business, Sales, Contract Negotiation, Finance, New Business Development, Business Planning, Leadership, Management, Strategic Planning, Customer Service, Negotiation, Marketing, Budgets, Marketing Strategy
Education
Arizona State University 1992 — 1996
pre-law, business
BOCAJ, LLC July 2009 - Present
The MJ Company September 2000 - Present
Cactus Foothills South LL 2011 - 2012
Bags On The Run 2007 - 2010
Morgan Stanley 1996 - 1999
Skills
TQM, Six Sigma, Financial Analysis, Operating Systems, Operations Management, Sales Operations, Entrepreneurship..., Sales Management, Sales Process, Project Management, Risk Management, Account Management, Key Account Management, Human Resources, Professional..., Building Maintenance, Property Management, Property Management..., Intellectual Property, Strategic Consulting, Management Consulting, Facilities Management, Facilities Operations, Facility Development, Team Building, Start-ups, Business Development, Public Speaking, Volunteer Management, Volunteer Recruiting, Non-profit Board..., Youth Mentoring, Fundraising, Small Business, Sales, Contract Negotiation, Finance, New Business Development, Business Planning, Leadership, Management, Strategic Planning, Customer Service, Negotiation, Marketing, Budgets, Marketing Strategy
Education
Arizona State University 1992 — 1996
pre-law, business
Robert D Denham's Morgan Stanley Experience January 2010 - June 2014
Job Treasury Analyst at GE Transportation
Industry Transportation/Trucking/Railroad
Experience
GE Transportation June 2014 - Present
Morgan Stanley January 2010 - June 2014
Morgan Stanley Smith Barney August 2007 - December 2009
Skills
Financial Modeling, Valuation, Fixed Income, Investment Banking, Capital Markets, Equities, Securities, Hedge Funds, Alternative Investments, Bloomberg, Corporate Finance, Investments, Financial Analysis
Education
Arizona State University - W. P. Carey School of Business
Bachelor of Science
GE Transportation June 2014 - Present
Morgan Stanley January 2010 - June 2014
Morgan Stanley Smith Barney August 2007 - December 2009
Skills
Financial Modeling, Valuation, Fixed Income, Investment Banking, Capital Markets, Equities, Securities, Hedge Funds, Alternative Investments, Bloomberg, Corporate Finance, Investments, Financial Analysis
Education
Arizona State University - W. P. Carey School of Business
Bachelor of Science
Trevor Ferrin Trevor Ferrin's Morgan Stanley Experience November 1996 - March 2000
Job IS Manager at Boston Scientific
Industry Consumer Goods
Experience
Boston Scientific September 2015 - Present
Miller Manufacturing April 2015 - September 2015
Target September 2011 - February 2015
Target February 2010 - September 2011
Target January 2007 - February 2010
Target June 2006 - January 2007
Safari Club International October 2002 - June 2006
Safari Club International August 2000 - October 2002
Morgan Stanley November 1996 - March 2000
Skills
Business Intelligence, Business Analysis, Process Improvement, Project Management, Management, Microstrategy, Team Leadership, Analytics, SAP BW, Leadership, SQL, Cross-functional Team..., Change Management, Visio, CRM, Data Warehousing, Corporate Finance, Data Analysis, BEx Analyzer, Technical Training, Tableau, SAP HANA, Offshore Team Leadership
Education
University of Arizona, Eller College of Management 2004 — 2006
MBA
Arizona State University 1996 — 1999
B.S., International Business Management
Boston Scientific September 2015 - Present
Miller Manufacturing April 2015 - September 2015
Target September 2011 - February 2015
Target February 2010 - September 2011
Target January 2007 - February 2010
Target June 2006 - January 2007
Safari Club International October 2002 - June 2006
Safari Club International August 2000 - October 2002
Morgan Stanley November 1996 - March 2000
Skills
Business Intelligence, Business Analysis, Process Improvement, Project Management, Management, Microstrategy, Team Leadership, Analytics, SAP BW, Leadership, SQL, Cross-functional Team..., Change Management, Visio, CRM, Data Warehousing, Corporate Finance, Data Analysis, BEx Analyzer, Technical Training, Tableau, SAP HANA, Offshore Team Leadership
Education
University of Arizona, Eller College of Management 2004 — 2006
MBA
Arizona State University 1996 — 1999
B.S., International Business Management
Ivan Teodorovic Ivan Teodorovic's Morgan Stanley Experience June 2000 - August 2004
Job Senior Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting April 2011 - Present
Taylor Morrison November 2008 - November 2010
CVS Caremark Corporation October 2006 - October 2008
Aztore Capital June 2005 - September 2006
Northern Trust August 2004 - June 2005
Morgan Stanley June 2000 - August 2004
Skills
Financial Management, P&L, Budgeting, Financial Reporting, Cash Flow Management, Financial Analysis, Forecasting, Consolidation, Strategic Planning, SEC reporting, Cash Flow, Financial Modeling, Controlling, Business Planning, Variance Analysis, Hyperion, Hyperion Enterprise, Essbase, Hyperion Planning, HFM, FDQM, Managerial Finance, Strategic Financial..., Process Improvement, Cross-functional Team..., Due Diligence, Project Management, Pricing, Financial Accounting, Accounting, GAAP, Cost Accounting, Management Consulting, IFRS, Financial Forecasting, Cash Management, Business Analysis, General Ledger, Cash Flow Forecasting, Strategy, Business Transformation, Executive Management, Community Development
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
MBA, Finance, Entrepreneurship.
Isenberg School of Management, UMass Amherst 1998 — 2000
BA, Finance
Paul Smith's College 1996 — 1998
ABA, Business Administration
Deloitte Consulting April 2011 - Present
Taylor Morrison November 2008 - November 2010
CVS Caremark Corporation October 2006 - October 2008
Aztore Capital June 2005 - September 2006
Northern Trust August 2004 - June 2005
Morgan Stanley June 2000 - August 2004
Skills
Financial Management, P&L, Budgeting, Financial Reporting, Cash Flow Management, Financial Analysis, Forecasting, Consolidation, Strategic Planning, SEC reporting, Cash Flow, Financial Modeling, Controlling, Business Planning, Variance Analysis, Hyperion, Hyperion Enterprise, Essbase, Hyperion Planning, HFM, FDQM, Managerial Finance, Strategic Financial..., Process Improvement, Cross-functional Team..., Due Diligence, Project Management, Pricing, Financial Accounting, Accounting, GAAP, Cost Accounting, Management Consulting, IFRS, Financial Forecasting, Cash Management, Business Analysis, General Ledger, Cash Flow Forecasting, Strategy, Business Transformation, Executive Management, Community Development
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
MBA, Finance, Entrepreneurship.
Isenberg School of Management, UMass Amherst 1998 — 2000
BA, Finance
Paul Smith's College 1996 — 1998
ABA, Business Administration
William Blaine William Blaine's Morgan Stanley Experience 2004 - 2011
Job Molybdenum Sales and Service at FreeportMcMoRan Copper & Gold Inc.
Industry Mining & Metals
Experience
Freeport-McMoRan Copper & Gold Inc. March 2012 - Present
Morgan Stanley 2004 - 2011
Tosco / ConocoPhillips 1997 - 2004
OSG Ship Management 1991 - 1997
Skills
Maritime, Logistics, Transportation, Trading, Petroleum, Shipping, Freight, International Shipping, Gas, International Trade, Inspection, Commodity, Customer Service, Ports, Procurement, Supply Chain Management, Logistics Management, Operations Management, Supervisory Skills
Education
Arizona State University - W. P. Carey School of Business 1998 — 2000
MBA, Economics
United States Merchant Marine Academy 1987 — 1991
Bachelor of Science, Marine Transportation
Freeport-McMoRan Copper & Gold Inc. March 2012 - Present
Morgan Stanley 2004 - 2011
Tosco / ConocoPhillips 1997 - 2004
OSG Ship Management 1991 - 1997
Skills
Maritime, Logistics, Transportation, Trading, Petroleum, Shipping, Freight, International Shipping, Gas, International Trade, Inspection, Commodity, Customer Service, Ports, Procurement, Supply Chain Management, Logistics Management, Operations Management, Supervisory Skills
Education
Arizona State University - W. P. Carey School of Business 1998 — 2000
MBA, Economics
United States Merchant Marine Academy 1987 — 1991
Bachelor of Science, Marine Transportation
Michael Addington's Morgan Stanley Experience 2011 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
Merrill Lynch September 2010 - June 2011
Wells Fargo Advisors January 2007 - August 2010
Skills
Public Speaking, Finance, Financial Analysis, Banking, Investments, Microsoft Word, Valuation, Microsoft Excel, Mutual Funds, Insurance, Mortgage Banking, Salesforce.com, Management, Social Media, Wealth Management, Series 7, Series 66, Series 31, Life & Health Insurance...
Education
Mountain View High School 2001 — 2004
Arizona State University - W. P. Carey School of Business
Business, Communication, General
Morgan Stanley 2011 - Present
Merrill Lynch September 2010 - June 2011
Wells Fargo Advisors January 2007 - August 2010
Skills
Public Speaking, Finance, Financial Analysis, Banking, Investments, Microsoft Word, Valuation, Microsoft Excel, Mutual Funds, Insurance, Mortgage Banking, Salesforce.com, Management, Social Media, Wealth Management, Series 7, Series 66, Series 31, Life & Health Insurance...
Education
Mountain View High School 2001 — 2004
Arizona State University - W. P. Carey School of Business
Business, Communication, General
Troy Tunell, CTFA ®'s Morgan Stanley Experience 1998 - 2005
Job Vice President / Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2009 - Present
Smith Barney May 2005 - January 2009
Morgan Stanley 1998 - 2005
Education
Arizona State University
UBS January 2009 - Present
Smith Barney May 2005 - January 2009
Morgan Stanley 1998 - 2005
Education
Arizona State University
Jeff Bader's Morgan Stanley Experience 1999 - 1999
Job Executive Vice President, CIO at Freight Logistics, Inc.
Industry Logistics and Supply Chain
Experience
Freight Logistics Group April 2012 - Present
Freight Logistics, Inc. May 2006 - April 2012
Freight Logistics, Inc. October 2001 - April 2006
Contact Designs, LLC (Later Acquired by McMurry/TMG, Manifest, Inc.) 1999 - October 2001
Morgan Stanley 1999 - 1999
Skills
Entrepreneurship, Leadership, Personnel Management, International Logistics, Import/Export Operations, Export Control..., Transportation..., Warehouse Management, 3PL, Business Intelligence, Freight Forwarding, Logistics, NetSuite, EDIFACT, ANSI X12, Software Engineering, Data Integration, Technical Writing, Software Project..., C-TPAT, Guitar, Open Water Diver, Supply Chain..., Process Improvement, Strategy, Supply Chain, Supply Chain Management, Negotiation
Education
Arizona State University, W. P. Carey School of Business 1997 — 2001
Bachelor’s Degree
Freight Logistics Group April 2012 - Present
Freight Logistics, Inc. May 2006 - April 2012
Freight Logistics, Inc. October 2001 - April 2006
Contact Designs, LLC (Later Acquired by McMurry/TMG, Manifest, Inc.) 1999 - October 2001
Morgan Stanley 1999 - 1999
Skills
Entrepreneurship, Leadership, Personnel Management, International Logistics, Import/Export Operations, Export Control..., Transportation..., Warehouse Management, 3PL, Business Intelligence, Freight Forwarding, Logistics, NetSuite, EDIFACT, ANSI X12, Software Engineering, Data Integration, Technical Writing, Software Project..., C-TPAT, Guitar, Open Water Diver, Supply Chain..., Process Improvement, Strategy, Supply Chain, Supply Chain Management, Negotiation
Education
Arizona State University, W. P. Carey School of Business 1997 — 2001
Bachelor’s Degree
Elai Lustgarten Elai Lustgarten's Morgan Stanley Experience May 2013 - July 2013
Job Financial Project Analyst (intern)
Industry Financial Services
Experience
ACSS May 2014 - Present
First Financial Equity Corporation February 2014 - May 2014
Miller Russell Associates September 2013 - January 2014
Morgan Stanley May 2013 - July 2013
Skills
Microsoft Excel, Time Management, PowerPoint, Leadership, Teamwork, Project Analysis, Financial Analysis, Project Management
Education
Arizona State University - W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Jess Schwartz Academy 2007 — 2011
High School Diploma
ACSS May 2014 - Present
First Financial Equity Corporation February 2014 - May 2014
Miller Russell Associates September 2013 - January 2014
Morgan Stanley May 2013 - July 2013
Skills
Microsoft Excel, Time Management, PowerPoint, Leadership, Teamwork, Project Analysis, Financial Analysis, Project Management
Education
Arizona State University - W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Jess Schwartz Academy 2007 — 2011
High School Diploma
Jessica Rice's Morgan Stanley Experience January 1995 - December 2003
Job Revenue Management Analyst
Industry Environmental Services
Experience
Republic Services October 2014 - Present
Swift Transportation June 2009 - October 2014
Swift Transportation August 2006 - June 2009
Swift Transportation January 2004 - August 2006
Morgan Stanley January 1995 - December 2003
Skills
Transportation, Accounting, Accounts Receivable, Budgets, Process Improvement, Financial Analysis, Logistics, Team Building, Account Reconciliation, Strategic Planning, Internal Controls, Leadership, Cash Management, Cash Flow, Microsoft Excel, Finance, Management, Analysis, Accounts Payable, Invoicing, Outlook, Inventory Management, Coaching, Operations Management, Income Statement, General Ledger, Sarbanes-Oxley Act, Financial Reporting, P&L, Access, Payroll, Truckload, Trucking, LTL, Inventory Control, Transportation..., Dispatching, Container
Education
Arizona State University 1998 — 2002
Bachelor of Science, Accounting
Republic Services October 2014 - Present
Swift Transportation June 2009 - October 2014
Swift Transportation August 2006 - June 2009
Swift Transportation January 2004 - August 2006
Morgan Stanley January 1995 - December 2003
Skills
Transportation, Accounting, Accounts Receivable, Budgets, Process Improvement, Financial Analysis, Logistics, Team Building, Account Reconciliation, Strategic Planning, Internal Controls, Leadership, Cash Management, Cash Flow, Microsoft Excel, Finance, Management, Analysis, Accounts Payable, Invoicing, Outlook, Inventory Management, Coaching, Operations Management, Income Statement, General Ledger, Sarbanes-Oxley Act, Financial Reporting, P&L, Access, Payroll, Truckload, Trucking, LTL, Inventory Control, Transportation..., Dispatching, Container
Education
Arizona State University 1998 — 2002
Bachelor of Science, Accounting
Chip Sroufe Chip Sroufe's Morgan Stanley Experience September 1997 - February 2001
Job Aligning with investment and insurance advisors so they can achieve the outcomes that are important to them
Industry Insurance
Experience
CORE Group USA July 2003 - Present
Linsco Private Ledger January 2002 - July 2003
Lincoln Benefit Life March 2001 - November 2001
Morgan Stanley September 1997 - February 2001
Skills
Client Engagement, Client Development, Client Acquisition, Public Speaking, Financial Planning, Financial Modeling, Insurance, Insurance Planning, Annuities, Long Term Care, Practice Management, Practice Development, Setting clear..., Goal Setting, Business Planning, Following through, Business Coaching, Executive Mentoring, Financial Planners, Long-term Care, Strategic Financial..., Fixed Annuities, Investments, Customer Acquisition, Risk Management, Executive Development, Long Term Care Insurance, Customer Engagement, Relationship Management, Strategy, Asset Management, Retirement Planning, Retirement, Financial Advisory, Asset Allocation, Mutual Funds, Estate Planning, Wealth Management..., Life Insurance, Investment Advisory, Portfolio Management, IRAs, 401k, Series 63, Wealth Management, Wealth, Variable Annuities, Disability Insurance, Series 7, Securities
Education
Arizona State University 1995 — 1998
BA, History
College of the Desert 1989 — 1992
AA, Communications
CORE Group USA July 2003 - Present
Linsco Private Ledger January 2002 - July 2003
Lincoln Benefit Life March 2001 - November 2001
Morgan Stanley September 1997 - February 2001
Skills
Client Engagement, Client Development, Client Acquisition, Public Speaking, Financial Planning, Financial Modeling, Insurance, Insurance Planning, Annuities, Long Term Care, Practice Management, Practice Development, Setting clear..., Goal Setting, Business Planning, Following through, Business Coaching, Executive Mentoring, Financial Planners, Long-term Care, Strategic Financial..., Fixed Annuities, Investments, Customer Acquisition, Risk Management, Executive Development, Long Term Care Insurance, Customer Engagement, Relationship Management, Strategy, Asset Management, Retirement Planning, Retirement, Financial Advisory, Asset Allocation, Mutual Funds, Estate Planning, Wealth Management..., Life Insurance, Investment Advisory, Portfolio Management, IRAs, 401k, Series 63, Wealth Management, Wealth, Variable Annuities, Disability Insurance, Series 7, Securities
Education
Arizona State University 1995 — 1998
BA, History
College of the Desert 1989 — 1992
AA, Communications
Nolan Harrison III, MBA Nolan Harrison III, MBA's Morgan Stanley Experience May 2007 - April 2009
Job Senior Director NFL Players Association, Experienced Leader, Speaker, National Organizer, Advocate
Industry Nonprofit Organization Management
Experience
NFL Players Association August 2010 - Present
NFL Players Association June 2006 - August 2010
First Midwest Bank April 2009 - 2010
Morgan Stanley May 2007 - April 2009
Northern Trust June 2005 - May 2007
GNC February 2002 - March 2005
NFL Players Association March 1999 - March 2001
National Football League April 1991 - March 2001
Northwestern Mutual April 1998 - January 2001
Skills
Leadership, Public Speaking, Strategy, Marketing, Management, Team Leadership, Advocacy, Negotiation, Sports Management, Strategic Planning, Investments, Athletic Administration, New Business Development, Team Building, Social Media, Nonprofits, Leadership Development, Media Relations
Education
University of Phoenix 2009 — 2012
MBA
Arizona State University, W. P. Carey School of Business 2008 — 2009
Accelerated Financial Planning Program
Indiana University Bloomington 1986 — 1990
Bachelors
NFL Players Association August 2010 - Present
NFL Players Association June 2006 - August 2010
First Midwest Bank April 2009 - 2010
Morgan Stanley May 2007 - April 2009
Northern Trust June 2005 - May 2007
GNC February 2002 - March 2005
NFL Players Association March 1999 - March 2001
National Football League April 1991 - March 2001
Northwestern Mutual April 1998 - January 2001
Skills
Leadership, Public Speaking, Strategy, Marketing, Management, Team Leadership, Advocacy, Negotiation, Sports Management, Strategic Planning, Investments, Athletic Administration, New Business Development, Team Building, Social Media, Nonprofits, Leadership Development, Media Relations
Education
University of Phoenix 2009 — 2012
MBA
Arizona State University, W. P. Carey School of Business 2008 — 2009
Accelerated Financial Planning Program
Indiana University Bloomington 1986 — 1990
Bachelors
Ryan VandenBerg Ryan VandenBerg's Morgan Stanley Experience April 1998 - November 1999
Job Financial Advisor
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Charles Schwab November 2012 - October 2014
UBuildIt - Chandler November 2004 - November 2012
Curves January 2002 - November 2004
Wells Fargo December 1999 - July 2001
Morgan Stanley April 1998 - November 1999
Skills
Negotiation, Business Development, Construction Management, Strategic Planning, Selling, Investments, Sales Management, Business Strategy, Contract Negotiation, New Business Development, Team Building, Start-ups, Green Building, Retirement Planning, Marketing Strategy, Construction, Residential Homes, Operations Management, Leadership, Sales, Pricing, Investment Properties, Real Estate, Account Management, Microsoft Office
Education
University of Wisconsin-Milwaukee - School of Business Administration 1993 — 2001
Bachelor of Business Administration, Marketing
Arizona State University 1994 — 1996
Business
Watertown High School 1989 — 1993
Fidelity Investments October 2014 - Present
Charles Schwab November 2012 - October 2014
UBuildIt - Chandler November 2004 - November 2012
Curves January 2002 - November 2004
Wells Fargo December 1999 - July 2001
Morgan Stanley April 1998 - November 1999
Skills
Negotiation, Business Development, Construction Management, Strategic Planning, Selling, Investments, Sales Management, Business Strategy, Contract Negotiation, New Business Development, Team Building, Start-ups, Green Building, Retirement Planning, Marketing Strategy, Construction, Residential Homes, Operations Management, Leadership, Sales, Pricing, Investment Properties, Real Estate, Account Management, Microsoft Office
Education
University of Wisconsin-Milwaukee - School of Business Administration 1993 — 2001
Bachelor of Business Administration, Marketing
Arizona State University 1994 — 1996
Business
Watertown High School 1989 — 1993
Bradley Hope Bradley Hope's Morgan Stanley Experience June 2013 - August 2013
Job W.P. Carey student at Arizona State University
Industry
Experience
Sprouts Farmers Market June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Skills
Social Media Marketing, Leadership, Public Relations, Inventory Management, Team Building
Education
Arizona State University 2012 — 2016
Bachelor of Arts (BA), Business
Arizona State University 2012 — 2016
Sustainability (Minor)
Sprouts Farmers Market June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Skills
Social Media Marketing, Leadership, Public Relations, Inventory Management, Team Building
Education
Arizona State University 2012 — 2016
Bachelor of Arts (BA), Business
Arizona State University 2012 — 2016
Sustainability (Minor)
Rick Ruffin, JD, CPA Rick Ruffin, JD, CPA's Morgan Stanley Experience June 2005 - February 2007
Job Real Estate Broker at Allen Tate Company
Industry Real Estate
Experience
Allen Tate Company Residential Real EstateManaging DirectorWunderlich SecuritiesAugust 2014 - April 2015
Cantor Fitzgerald May 2012 - August 2014
Raymond James Financial Inc. October 2009 - May 2012
SunTrust Robinson Humphrey July 2007 - October 2009
Morgan Stanley June 2005 - February 2007
Merrill Lynch July 2004 - May 2005
Morgan Keegan & Co. May 1998 - July 2004
Skills
Financial Accounting, Financial Statement..., Risk Mitigation, Regulatory Compliance, Sales Management, Staff Development, Public Relations, Public Speaking, Sales Team Support, Market & Industry..., Staff Recruitment, Account Management, Sales Team Training, Investment Management, Investment Portfolio..., Investment Contracts, Portfolio Analytics &..., Broker Relationship..., Investment Policy..., Investment Research..., Risk Assessment &..., Investment Advisory..., Equities, Capital Markets, Fixed Income Investments, Institutional Fixed..., Institutional Fixed..., Financial Seminars, Portfolio Management, Investments, Institutional..., Mediation, Risk Management, Fixed Income
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1981 — 1985
Doctor of Law (J.D.), Law
Arkansas State University 1973 — 1977
Bachelor of Science (B.S.), Accounting, Student of Special Distinction
Allen Tate Company Residential Real EstateManaging DirectorWunderlich SecuritiesAugust 2014 - April 2015
Cantor Fitzgerald May 2012 - August 2014
Raymond James Financial Inc. October 2009 - May 2012
SunTrust Robinson Humphrey July 2007 - October 2009
Morgan Stanley June 2005 - February 2007
Merrill Lynch July 2004 - May 2005
Morgan Keegan & Co. May 1998 - July 2004
Skills
Financial Accounting, Financial Statement..., Risk Mitigation, Regulatory Compliance, Sales Management, Staff Development, Public Relations, Public Speaking, Sales Team Support, Market & Industry..., Staff Recruitment, Account Management, Sales Team Training, Investment Management, Investment Portfolio..., Investment Contracts, Portfolio Analytics &..., Broker Relationship..., Investment Policy..., Investment Research..., Risk Assessment &..., Investment Advisory..., Equities, Capital Markets, Fixed Income Investments, Institutional Fixed..., Institutional Fixed..., Financial Seminars, Portfolio Management, Investments, Institutional..., Mediation, Risk Management, Fixed Income
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1981 — 1985
Doctor of Law (J.D.), Law
Arkansas State University 1973 — 1977
Bachelor of Science (B.S.), Accounting, Student of Special Distinction
Curtis Cook's Morgan Stanley Experience February 1998 - July 2001
Job Business Development Specialist at Bluume
Industry Retail
Experience
Bluume December 2014 - Present
Exalt Films October 2011 - October 2013
BR Iron September 2008 - July 2011
Insight 2005 - 2007
Morgan Stanley February 1998 - July 2001
Skills
Sales Management, Sales, Management, Sales Process, Team Building, Training
Education
Arizona State University 1994 — 1996
Business Management
Bluume December 2014 - Present
Exalt Films October 2011 - October 2013
BR Iron September 2008 - July 2011
Insight 2005 - 2007
Morgan Stanley February 1998 - July 2001
Skills
Sales Management, Sales, Management, Sales Process, Team Building, Training
Education
Arizona State University 1994 — 1996
Business Management
Ryan Freberg Ryan Freberg's Morgan Stanley Experience December 2012 - July 2015
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS July 2015 - Present
Morgan Stanley December 2012 - July 2015
BTIG May 2012 - July 2012
The Planning Group of Scottsdale, LLC August 2010 - May 2012
Kvichak Anglers August 2009 - August 2010
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
Arizona State University - W. P. Carey School of Business
Finance, General
UBS July 2015 - Present
Morgan Stanley December 2012 - July 2015
BTIG May 2012 - July 2012
The Planning Group of Scottsdale, LLC August 2010 - May 2012
Kvichak Anglers August 2009 - August 2010
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
Arizona State University - W. P. Carey School of Business
Finance, General
Bryan Branch Bryan Branch's Morgan Stanley Experience July 2010 - October 2010
Job Specialized Transportation Manager
Industry Transportation/Trucking/Railroad
Experience
Prime Inc. September 2013 - Present
Roehl Transport September 2012 - June 2013
May Trucking June 2011 - July 2012
Morgan Stanley July 2010 - October 2010
Edward Jones January 2006 - June 2010
Skills
Business Planning, Finance, Strategic Financial..., Management, Supply Chain, Logistics, Customer Service, Transportation, Team Building, Operations Management, Strategic Planning, Freight, Microsoft Office, Public Speaking, Sales, Trucking, Truckload, Inventory Management
Education
Arizona State University 2001 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance, 3.0
Prime Inc. September 2013 - Present
Roehl Transport September 2012 - June 2013
May Trucking June 2011 - July 2012
Morgan Stanley July 2010 - October 2010
Edward Jones January 2006 - June 2010
Skills
Business Planning, Finance, Strategic Financial..., Management, Supply Chain, Logistics, Customer Service, Transportation, Team Building, Operations Management, Strategic Planning, Freight, Microsoft Office, Public Speaking, Sales, Trucking, Truckload, Inventory Management
Education
Arizona State University 2001 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance, 3.0
Christopher Josephson Christopher Josephson's Morgan Stanley Experience June 2001 - July 2015
Job Entrepreneur, Personal Chef, Caterer and Culinary Student
Industry Food & Beverages
Experience
Morgan Stanley June 2001 - July 2015
Texas Army National Guard March 2012 - February 2014
Texas Army National Guard July 2010 - December 2011
Texas Army National Guard January 2009 - January 2010
Education
Art Institute of Houston
Morgan Stanley June 2001 - July 2015
Texas Army National Guard March 2012 - February 2014
Texas Army National Guard July 2010 - December 2011
Texas Army National Guard January 2009 - January 2010
Education
Art Institute of Houston
David J. Whitlach David J. Whitlach's Morgan Stanley Experience August 2013 - March 2014
Job Mortgage Loan Officer at Academy Mortgage Corporation
Industry Financial Services
Experience
Academy Mortgage Corporation October 2014 - Present
Bank of America March 2014 - October 2014
Morgan Stanley August 2013 - March 2014
Ameriprise Financial September 2012 - May 2013
Dunn-Edwards Corporation September 2010 - July 2012
Gigmark Interactive Media February 2010 - June 2010
Houlihan Smith & Company, Inc. October 2009 - March 2010
Mortgage Consultant for 12 years. Residential & Commercial Finance March 1997 - February 2010
Enterprise Rent-A-Car 1995 - 1997
Skills
Finance, Management, Loans, Banking, Sales, Marketing, Due Diligence, Business Planning, Mortgage Lending, Strategic Financial..., Strategy, Online Marketing, Small Business, Financial Services, Team Building, Coaching, Sales Management, Investments, Financial Risk, Leadership, Retirement Planning, Retirement Benefits, Investment Advisory, Residential Mortgages, Refinance, Loan Origination
Education
Arizona State University 1991 — 1994
BS, Political Science
Dobson High School 1987 — 1990
Scholastic Diploma, Scholastic Diploma
Academy Mortgage Corporation October 2014 - Present
Bank of America March 2014 - October 2014
Morgan Stanley August 2013 - March 2014
Ameriprise Financial September 2012 - May 2013
Dunn-Edwards Corporation September 2010 - July 2012
Gigmark Interactive Media February 2010 - June 2010
Houlihan Smith & Company, Inc. October 2009 - March 2010
Mortgage Consultant for 12 years. Residential & Commercial Finance March 1997 - February 2010
Enterprise Rent-A-Car 1995 - 1997
Skills
Finance, Management, Loans, Banking, Sales, Marketing, Due Diligence, Business Planning, Mortgage Lending, Strategic Financial..., Strategy, Online Marketing, Small Business, Financial Services, Team Building, Coaching, Sales Management, Investments, Financial Risk, Leadership, Retirement Planning, Retirement Benefits, Investment Advisory, Residential Mortgages, Refinance, Loan Origination
Education
Arizona State University 1991 — 1994
BS, Political Science
Dobson High School 1987 — 1990
Scholastic Diploma, Scholastic Diploma
Isom D. Sharp's Morgan Stanley Experience 2005 - 2006
Job Director at Crothall Healthcare
Industry Hospital & Health Care
Experience
Crothall Healthcare 2013 - Present
Residential Loss Mitigation, Inc 2010 - 2012
ITT Technical Institute 2009 - 2010
Regions Financial Corporation 2006 - 2009
Morgan Stanley 2005 - 2006
Memphis Area Teachers' Credit Union 2002 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Java, Management, Finance, Team Leadership, Great Motivator, Healthcare Management, Timely Decision Making, Banking, Training, Forecasting, Access, Operations Management, Business Planning, Customer Satisfaction, Sales, Leadership, Payroll, Visio, Accounting, Software Documentation, Time Management, Employee Training, Coaching, Human Resources, Account Management, Business Development, Policy, Process Improvement, Recruiting, Employee Relations, Interviews, Leadership Development, Healthcare, Performance Management, HIPAA, Medicare
Education
Strayer University (VA) 2012 — 2014
Master of Business Administration (M.B.A.), Health Services Administration
Arkansas State University 1997 — 2002
Bachelor of Science (BS), Business Administration, Management and Operations
Crothall Healthcare 2013 - Present
Residential Loss Mitigation, Inc 2010 - 2012
ITT Technical Institute 2009 - 2010
Regions Financial Corporation 2006 - 2009
Morgan Stanley 2005 - 2006
Memphis Area Teachers' Credit Union 2002 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Java, Management, Finance, Team Leadership, Great Motivator, Healthcare Management, Timely Decision Making, Banking, Training, Forecasting, Access, Operations Management, Business Planning, Customer Satisfaction, Sales, Leadership, Payroll, Visio, Accounting, Software Documentation, Time Management, Employee Training, Coaching, Human Resources, Account Management, Business Development, Policy, Process Improvement, Recruiting, Employee Relations, Interviews, Leadership Development, Healthcare, Performance Management, HIPAA, Medicare
Education
Strayer University (VA) 2012 — 2014
Master of Business Administration (M.B.A.), Health Services Administration
Arkansas State University 1997 — 2002
Bachelor of Science (BS), Business Administration, Management and Operations
Scott Corwin, MBA, MHA's Morgan Stanley Experience March 2004 - May 2005
Job Ambulatory Operations Manager at Children's Hospital Colorado
Industry Hospital & Health Care
Experience
Children's Hospital Colorado January 2014 - Present
Children's Hospital Colorado July 2011 - January 2014
VA Eastern Kansas Health Care System August 2010 - July 2011
VA Eastern Kansas Health Care System March 2011 - June 2011
SCAN Health Plan March 2010 - April 2010
M&I Bank November 2006 - March 2010
Wells Fargo March 2006 - November 2006
JPMorgan Chase March 2005 - February 2006
Morgan Stanley March 2004 - May 2005
Industrial Rideshop November 2000 - February 2004
Skills
Financial Management, Financial Analysis, Team Leadership, Banking, Hospital Operations, Business Management, Supply Chain Management, Leadership, Healthcare, Management, Hospitals, Strategy, CRM, Budgets, Strategic Planning, Customer Service, Analysis, Finance, Nonprofits, Sales, Time Management, Process Improvement, Sales Management, Data Analysis, Healthcare Management, Team Building, Training, Healthcare Information..., Public Speaking
Education
Arizona State University, W. P. Carey School of Business 2007 — 2010
MBA/MHSM
Arizona State University - W. P. Carey School of Business 1999 — 2003
Bachelor of Science, Business Management
Saguaro High School 1995 — 1999
high school diploma, General Studies
Children's Hospital Colorado January 2014 - Present
Children's Hospital Colorado July 2011 - January 2014
VA Eastern Kansas Health Care System August 2010 - July 2011
VA Eastern Kansas Health Care System March 2011 - June 2011
SCAN Health Plan March 2010 - April 2010
M&I Bank November 2006 - March 2010
Wells Fargo March 2006 - November 2006
JPMorgan Chase March 2005 - February 2006
Morgan Stanley March 2004 - May 2005
Industrial Rideshop November 2000 - February 2004
Skills
Financial Management, Financial Analysis, Team Leadership, Banking, Hospital Operations, Business Management, Supply Chain Management, Leadership, Healthcare, Management, Hospitals, Strategy, CRM, Budgets, Strategic Planning, Customer Service, Analysis, Finance, Nonprofits, Sales, Time Management, Process Improvement, Sales Management, Data Analysis, Healthcare Management, Team Building, Training, Healthcare Information..., Public Speaking
Education
Arizona State University, W. P. Carey School of Business 2007 — 2010
MBA/MHSM
Arizona State University - W. P. Carey School of Business 1999 — 2003
Bachelor of Science, Business Management
Saguaro High School 1995 — 1999
high school diploma, General Studies
James Kissinger James Kissinger's Morgan Stanley Experience 1989 - 1994
Job Account Manager at International Paper Walmart Team
Industry Retail
Experience
International Paper June 2014 - Present
Twin Rivers Foods, Inc. 2011 - 2014
Juiced Creative / Stribling Packaging, Inc. 2004 - 2011
Twin Rivers Foods, Inc. 2000 - 2004
Hudson Foods, Inc. 1994 - 1998
Morgan Stanley 1989 - 1994
Skills
Retail, Marketing, Sales, Merchandising, Customer Service, Finance, Pricing, Budgets, Business Strategy, Management, Leadership, Project Planning, New Business Development, Negotiation, Supply Chain, Strategic Planning, Marketing Strategy, Forecasting
Education
Arkansas State University
BS, Accounting / CPA
International Paper June 2014 - Present
Twin Rivers Foods, Inc. 2011 - 2014
Juiced Creative / Stribling Packaging, Inc. 2004 - 2011
Twin Rivers Foods, Inc. 2000 - 2004
Hudson Foods, Inc. 1994 - 1998
Morgan Stanley 1989 - 1994
Skills
Retail, Marketing, Sales, Merchandising, Customer Service, Finance, Pricing, Budgets, Business Strategy, Management, Leadership, Project Planning, New Business Development, Negotiation, Supply Chain, Strategic Planning, Marketing Strategy, Forecasting
Education
Arkansas State University
BS, Accounting / CPA
Eric Rosado Eric Rosado's Morgan Stanley Experience May 2011 - May 2012
Job Associate at BlackRock
Industry Investment Management
Experience
Morgan Stanley May 2011 - May 2012
Education
Arizona State University, W. P. Carey School of Business 2006 — 2010
Marketing
Morgan Stanley May 2011 - May 2012
Education
Arizona State University, W. P. Carey School of Business 2006 — 2010
Marketing
Jessica Mazza Jessica Mazza's Morgan Stanley Experience 2000 - 2005
Job Vice President, Chief Compliance Officer at Calamos Investments
Industry Financial Services
Experience
Calamos Investments April 2014 - Present
Calamos Investments August 2005 - April 2014
Morgan Stanley 2000 - 2005
KPMG 1999 - 2000
Education
Arizona State University 1996 — 1998
B.S., Accountancy and Computer Information Systems
Calamos Investments April 2014 - Present
Calamos Investments August 2005 - April 2014
Morgan Stanley 2000 - 2005
KPMG 1999 - 2000
Education
Arizona State University 1996 — 1998
B.S., Accountancy and Computer Information Systems
Christian Wolford's Morgan Stanley Experience January 2000 - 2002
Job Senior Vice President Allegiance Capital Corporation Investment Banking | Mergers & Acquisitions | Corporate Finance
Industry Investment Banking
Experience
Allegiance Capital August 2013 - Present
The Miller Group January 2013 - June 2013
The Miller Group January 2007 - December 2012
Miller Capital Markets, LLC January 2007 - December 2012
Marcus & Millichap September 2005 - December 2006
W.J. Bradley Mortgage Capital, LLC 2004 - July 2005
FactSet 2004 - December 2004
Arizona State University September 2002 - May 2004
Morgan Stanley January 2000 - 2002
John Hancock Financial Services January 1998 - 2000
Skills
Investment Banking, Private Equity, Venture Capital, Business Development, Broker-Dealer Compliance, Mergers, Acquisitions, Capital Markets, Private Placements, Management Consulting, Due Diligence, Research, Business Writing, Financial Modeling, Financial Analysis, Financial Advisory, Company Valuation, Enterprise Valuation, DCF Valuation, Business Strategy, Analytic Thinking, Commercial Real Estate..., Equities, Mergers & Acquisitions, Business Valuation, Finance, Corporate Finance, Corporate Development, Valuation, Investments, Divestitures, IPO, LBO, Leveraged Finance, Restructuring, Financial Structuring, Capital Raising, Structured Finance, Capital, Investor Relations, Acquisition Integration, Deal Sourcing, Funding, Financial Services, Strategy, M&A experience
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
Master of Business Administration (MBA), Finance
Millersville University of Pennsylvania
Bachelor's Degree, Business Administration - Marketing
Allegiance Capital August 2013 - Present
The Miller Group January 2013 - June 2013
The Miller Group January 2007 - December 2012
Miller Capital Markets, LLC January 2007 - December 2012
Marcus & Millichap September 2005 - December 2006
W.J. Bradley Mortgage Capital, LLC 2004 - July 2005
FactSet 2004 - December 2004
Arizona State University September 2002 - May 2004
Morgan Stanley January 2000 - 2002
John Hancock Financial Services January 1998 - 2000
Skills
Investment Banking, Private Equity, Venture Capital, Business Development, Broker-Dealer Compliance, Mergers, Acquisitions, Capital Markets, Private Placements, Management Consulting, Due Diligence, Research, Business Writing, Financial Modeling, Financial Analysis, Financial Advisory, Company Valuation, Enterprise Valuation, DCF Valuation, Business Strategy, Analytic Thinking, Commercial Real Estate..., Equities, Mergers & Acquisitions, Business Valuation, Finance, Corporate Finance, Corporate Development, Valuation, Investments, Divestitures, IPO, LBO, Leveraged Finance, Restructuring, Financial Structuring, Capital Raising, Structured Finance, Capital, Investor Relations, Acquisition Integration, Deal Sourcing, Funding, Financial Services, Strategy, M&A experience
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
Master of Business Administration (MBA), Finance
Millersville University of Pennsylvania
Bachelor's Degree, Business Administration - Marketing
Curtis Brown, Jr.'s Morgan Stanley Experience July 2000 - August 2001
Job Experienced Business Manager/Emerging Technology Guru
Industry Internet
Experience
Build The Crowd November 2013 - Present
UMB Bank November 2012 - April 2014
UMB Bank June 2010 - November 2012
WebsiteKings.com January 2009 - June 2010
Sprint Nextel January 2008 - February 2009
Sprint Nextel September 2006 - December 2007
Novus Mortgage & Finance August 2001 - August 2004
Morgan Stanley July 2000 - August 2001
Skills
Internet Marketing, Internet Content..., Website Development, Social Media, Web Analytics, Wordpress, Marketing Strategy, Business Strategy, Small Business..., Sales, Sales Skills Training, Instructional Design, Organizational Learning, Performance Consulting, Process Improvement, Pricing Strategy, Project Management, Financial Analysis, Business Development, Content Development, Entrepreneurship, Recruiting, Employee Benefits, Strategic Planning, Leadership Development, Coaching, PeopleSoft, WordPress, Interviews, Training
Education
Morehouse College 1996 — 2000
BA, Economics
Arizona State University, W. P. Carey School of Business 2004 — 2006
MBA, Strategic Marketing
Build The Crowd November 2013 - Present
UMB Bank November 2012 - April 2014
UMB Bank June 2010 - November 2012
WebsiteKings.com January 2009 - June 2010
Sprint Nextel January 2008 - February 2009
Sprint Nextel September 2006 - December 2007
Novus Mortgage & Finance August 2001 - August 2004
Morgan Stanley July 2000 - August 2001
Skills
Internet Marketing, Internet Content..., Website Development, Social Media, Web Analytics, Wordpress, Marketing Strategy, Business Strategy, Small Business..., Sales, Sales Skills Training, Instructional Design, Organizational Learning, Performance Consulting, Process Improvement, Pricing Strategy, Project Management, Financial Analysis, Business Development, Content Development, Entrepreneurship, Recruiting, Employee Benefits, Strategic Planning, Leadership Development, Coaching, PeopleSoft, WordPress, Interviews, Training
Education
Morehouse College 1996 — 2000
BA, Economics
Arizona State University, W. P. Carey School of Business 2004 — 2006
MBA, Strategic Marketing
Hamid Tari Hamid Tari's Morgan Stanley Experience 2009 - 2010
Job Chief Quality Officer & Regional Head of Operations Excellence at AIG Shared Services
Industry Financial Services
Experience
AIG June 2013 - Present
Hamid Tari Consulting, LLC June 2008 - Present
Standard Chartered Bank April 2010 - April 2012
Morgan Stanley 2009 - 2010
JP Morgan Chase July 2003 - May 2008
American Express May 1989 - June 2003
Skills
ERP, Strategic Planning, Process Management, Strategic Financial..., Negotiation, Global Sourcing, Business Analytics, Re-engineering, Leadership, Financial Modeling, Program Management, Partner Management, Balanced Scorecard, Marketing, Analysis, Entrepreneurship, Process Improvement, Call Centers, Six Sigma, Strategy, Management, Project Management, Business Analysis, Management Consulting, Business Transformation, Outsourcing, Change Management, Start-ups, Sales, Analytics, Strategic Partnerships, Team Leadership, Project Planning, Integration, Contract Negotiation, New Business Development, Business Process..., Operational Excellence, Vendor Management, Operations Management, Financial Services, Coaching, Sourcing, Risk Management, Cross-functional Team..., Business Strategy, CRM, Process Engineering, Executive Management, Project Portfolio...
Education
Arizona State University 1987 — 1989
Master of Science (MS), Industrial Engineering
The University of Texas at Austin 1982 — 1985
BS, Mechanical Engineering
AIG June 2013 - Present
Hamid Tari Consulting, LLC June 2008 - Present
Standard Chartered Bank April 2010 - April 2012
Morgan Stanley 2009 - 2010
JP Morgan Chase July 2003 - May 2008
American Express May 1989 - June 2003
Skills
ERP, Strategic Planning, Process Management, Strategic Financial..., Negotiation, Global Sourcing, Business Analytics, Re-engineering, Leadership, Financial Modeling, Program Management, Partner Management, Balanced Scorecard, Marketing, Analysis, Entrepreneurship, Process Improvement, Call Centers, Six Sigma, Strategy, Management, Project Management, Business Analysis, Management Consulting, Business Transformation, Outsourcing, Change Management, Start-ups, Sales, Analytics, Strategic Partnerships, Team Leadership, Project Planning, Integration, Contract Negotiation, New Business Development, Business Process..., Operational Excellence, Vendor Management, Operations Management, Financial Services, Coaching, Sourcing, Risk Management, Cross-functional Team..., Business Strategy, CRM, Process Engineering, Executive Management, Project Portfolio...
Education
Arizona State University 1987 — 1989
Master of Science (MS), Industrial Engineering
The University of Texas at Austin 1982 — 1985
BS, Mechanical Engineering
Larry Karban, CFP® Larry Karban, CFP®'s Morgan Stanley Experience November 1983 - December 2006
Job Partner at Atkins Capital Management, LLC
Industry Financial Services
Experience
Atkins Capital Management, LLC December 2006 - Present
Morgan Stanley November 1983 - December 2006
Education
Arkansas State University 1976 — 1979
BS, Management
Atkins Capital Management, LLC December 2006 - Present
Morgan Stanley November 1983 - December 2006
Education
Arkansas State University 1976 — 1979
BS, Management
Kevin Dawson's Morgan Stanley Experience October 2000 - June 2002
Job IT Director, Industrial Internet at GE Oil & Gas
Industry Information Technology and Services
Experience
GE Oil & Gas January 2014 - Present
GE Oil & Gas November 2012 - January 2014
GE Oil & Gas January 2012 - November 2012
GE Power & Water November 2008 - June 2012
GE July 2006 - November 2008
BEA Systems June 2002 - February 2006
Morgan Stanley October 2000 - June 2002
Nationsbank 1995 - 2000
Skills
Enterprise Architecture, IT Strategy, Security, Solution Architecture, ITIL, Data Center, Cloud Computing, Integration, Virtualization, Disaster Recovery, Information Security, IT Management, Information Technology, Acquisition Integration, IT Infrastructure..., Management, Program Management, Project Management, Vendor Management, Cross-functional Team..., Social Technologies, Agile Leadership, Disruptive Technologies
Education
Arkansas State University 1989 — 1992
Bachelor of Fine Arts (BFA), Speech Communication and Rhetoric
GE Oil & Gas January 2014 - Present
GE Oil & Gas November 2012 - January 2014
GE Oil & Gas January 2012 - November 2012
GE Power & Water November 2008 - June 2012
GE July 2006 - November 2008
BEA Systems June 2002 - February 2006
Morgan Stanley October 2000 - June 2002
Nationsbank 1995 - 2000
Skills
Enterprise Architecture, IT Strategy, Security, Solution Architecture, ITIL, Data Center, Cloud Computing, Integration, Virtualization, Disaster Recovery, Information Security, IT Management, Information Technology, Acquisition Integration, IT Infrastructure..., Management, Program Management, Project Management, Vendor Management, Cross-functional Team..., Social Technologies, Agile Leadership, Disruptive Technologies
Education
Arkansas State University 1989 — 1992
Bachelor of Fine Arts (BFA), Speech Communication and Rhetoric
Robert A. Lakosil Robert A. Lakosil's Morgan Stanley Experience 2009 - December 2012
Job Senior Vice President
Industry Financial Services
Experience
Financial Services October 2012 - Present
Morgan Stanley 2009 - December 2012
UBS Wealth Management April 2005 - August 2008
Wells Fargo 1993 - 1998
3M January 1975 - September 1978
Skills
Sales, Asset Allocation, Portfolio Management, Financial Services, Investments, Finance, Alternative Investments, Series 7, Mutual Funds, Series 63, Wealth Management, Asset Management, Retirement Planning, Securities
Education
Arizona State University 1971 — 1974
BS, Finance
Hinsdale Central High School 1965 — 1970
Financial Services October 2012 - Present
Morgan Stanley 2009 - December 2012
UBS Wealth Management April 2005 - August 2008
Wells Fargo 1993 - 1998
3M January 1975 - September 1978
Skills
Sales, Asset Allocation, Portfolio Management, Financial Services, Investments, Finance, Alternative Investments, Series 7, Mutual Funds, Series 63, Wealth Management, Asset Management, Retirement Planning, Securities
Education
Arizona State University 1971 — 1974
BS, Finance
Hinsdale Central High School 1965 — 1970
Aaron Kingston Aaron Kingston's Morgan Stanley Experience August 2006 - June 2009
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS June 2009 - Present
Morgan Stanley August 2006 - June 2009
Merrill Lynch July 2003 - August 2006
A.G. Edwards & Sons, Inc. July 2001 - July 2003
Education
Arizona State University 1998 — 2000
Bachelor of Science, Global Business/Finance
UBS June 2009 - Present
Morgan Stanley August 2006 - June 2009
Merrill Lynch July 2003 - August 2006
A.G. Edwards & Sons, Inc. July 2001 - July 2003
Education
Arizona State University 1998 — 2000
Bachelor of Science, Global Business/Finance
Samuel Watkins, MBA Samuel Watkins, MBA's Morgan Stanley Experience February 2000 - August 2002
Job Product Manager at STERIS Corporation
Industry Medical Devices
Experience
STERIS Corporation October 2013 - Present
PNC Bank May 2010 - October 2013
PNC Bank August 2007 - May 2010
Flash Seats August 2006 - August 2007
Marriott International June 2004 - July 2006
Marriott International August 2002 - June 2004
Morgan Stanley February 2000 - August 2002
Skills
Banking, Customer Service, Management, Finance, Business Planning, Risk Management, Investments, Loans, Sales, Team Building, Sales Management, Budgets, Financial Analysis, Project Management, Credit, Commercial Lending
Education
Colorado State University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General, 3.95
Arizona State University 1998 — 2000
Bachelor's Degree, Finance, General
Bowling Green State University 1996 — 1998
Bachelor's Degree, Finance, General
Padua Franciscan High School 1992 — 1996
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
STERIS Corporation October 2013 - Present
PNC Bank May 2010 - October 2013
PNC Bank August 2007 - May 2010
Flash Seats August 2006 - August 2007
Marriott International June 2004 - July 2006
Marriott International August 2002 - June 2004
Morgan Stanley February 2000 - August 2002
Skills
Banking, Customer Service, Management, Finance, Business Planning, Risk Management, Investments, Loans, Sales, Team Building, Sales Management, Budgets, Financial Analysis, Project Management, Credit, Commercial Lending
Education
Colorado State University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General, 3.95
Arizona State University 1998 — 2000
Bachelor's Degree, Finance, General
Bowling Green State University 1996 — 1998
Bachelor's Degree, Finance, General
Padua Franciscan High School 1992 — 1996
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Logan Mckenzie's Morgan Stanley Experience September 2000 - August 2004
Job Senior Vice President at CoBiz Financial Inc.
Industry Banking
Experience
CoBiz Financial Inc. July 2015 - Present
CoBiz Financial Inc. May 2014 - July 2015
Western Alliance Bancorporation August 2012 - April 2014
Piper Jaffray June 2006 - August 2012
Morgan Stanley September 2000 - August 2004
Skills
Financial Modeling, Portfolio Management, Bonds, Investments, Securities, Credit, Loans, Equities, Bloomberg, Financial Structuring, Mutual Funds, Trading, Wealth Management, Finance, Risk Management, Asset Management, Private Equity, Derivatives, Structured Finance, Municipal Bonds, Public Finance, Tax-exempt
Education
Arizona State University, W. P. Carey School of Business
MBA, Financial Management & Markets
University of Arizona, Eller College of Management
B.S., Finance
CoBiz Financial Inc. July 2015 - Present
CoBiz Financial Inc. May 2014 - July 2015
Western Alliance Bancorporation August 2012 - April 2014
Piper Jaffray June 2006 - August 2012
Morgan Stanley September 2000 - August 2004
Skills
Financial Modeling, Portfolio Management, Bonds, Investments, Securities, Credit, Loans, Equities, Bloomberg, Financial Structuring, Mutual Funds, Trading, Wealth Management, Finance, Risk Management, Asset Management, Private Equity, Derivatives, Structured Finance, Municipal Bonds, Public Finance, Tax-exempt
Education
Arizona State University, W. P. Carey School of Business
MBA, Financial Management & Markets
University of Arizona, Eller College of Management
B.S., Finance
Darren Benston's Morgan Stanley Experience May 2010 - Present
Job UX Developer, Development Manager
Industry Internet
Experience
Morgan Stanley May 2010 - Present
Creative Lift November 2009 - February 2011
a simple theory April 2008 - October 2009
Comcast 2007 - 2008
Allen Interactions December 2004 - September 2007
Martin Williams Advertising December 2003 - December 2004
Brian Larson Interactive March 2002 - November 2004
Skills
AngularJS, JavaScript, HTML 5, User Experience, Team Management, Development Management, Web Applications, Mobile Applications, Node.js, Test Driven Development, CSS, SCSS, jQuery, JSON, AJAX, Ext JS, Touch, MySQL, CakePHP, OOP, Web Design, Interaction Design, User Interface Design, Flex, ActionScript, Flash, HTML5
Education
Art Institute of Pittsburgh 2006 — 2006
Interactive Media Design
Art Institute of Seattle 1999 — 2000
Multimedia
Morgan Stanley May 2010 - Present
Creative Lift November 2009 - February 2011
a simple theory April 2008 - October 2009
Comcast 2007 - 2008
Allen Interactions December 2004 - September 2007
Martin Williams Advertising December 2003 - December 2004
Brian Larson Interactive March 2002 - November 2004
Skills
AngularJS, JavaScript, HTML 5, User Experience, Team Management, Development Management, Web Applications, Mobile Applications, Node.js, Test Driven Development, CSS, SCSS, jQuery, JSON, AJAX, Ext JS, Touch, MySQL, CakePHP, OOP, Web Design, Interaction Design, User Interface Design, Flex, ActionScript, Flash, HTML5
Education
Art Institute of Pittsburgh 2006 — 2006
Interactive Media Design
Art Institute of Seattle 1999 — 2000
Multimedia
SooBin Hur's Morgan Stanley Experience July 2007 - July 2008
Job Operations Manager at KimberlyClark
Industry Machinery
Experience
Kimberly-Clark July 2015 - Present
ITW July 2013 - July 2015
ITW February 2011 - July 2013
ITW June 2009 - February 2011
UBS Investment Bank June 2008 - August 2008
Morgan Stanley July 2007 - July 2008
Skills
Portfolio Management, Materials Management, Supply Chain Management, Production Activity..., Asset Management, Business Analysis, Regression Models, Kaizen, Production Schedules, Product Launch, Pull System, Logistics Management, International Logistics, Project Management, Lean Manufacturing, Six Sigma, Lean Management, Lean Operations, MRP, Leadership Development, CPIM, Training, Continuous Improvement, Manufacturing, Team Building, Product Development, Process Improvement, Leadership, 5S, Management, Automotive, Operations Management
Education
Arizona State University, W. P. Carey School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Wisconsin-Madison 2005 — 2008
Bachelor of Arts (B.A.), Economics
Kimberly-Clark July 2015 - Present
ITW July 2013 - July 2015
ITW February 2011 - July 2013
ITW June 2009 - February 2011
UBS Investment Bank June 2008 - August 2008
Morgan Stanley July 2007 - July 2008
Skills
Portfolio Management, Materials Management, Supply Chain Management, Production Activity..., Asset Management, Business Analysis, Regression Models, Kaizen, Production Schedules, Product Launch, Pull System, Logistics Management, International Logistics, Project Management, Lean Manufacturing, Six Sigma, Lean Management, Lean Operations, MRP, Leadership Development, CPIM, Training, Continuous Improvement, Manufacturing, Team Building, Product Development, Process Improvement, Leadership, 5S, Management, Automotive, Operations Management
Education
Arizona State University, W. P. Carey School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Wisconsin-Madison 2005 — 2008
Bachelor of Arts (B.A.), Economics
George Foldesy's Morgan Stanley Experience December 2004 - October 2005
Job Senior Portfolio Manager at Commerce Bank
Industry Investment Management
Experience
Commerce Bank August 2014 - Present
Support Kansas City July 2010 - Present
Bank of America October 2005 - August 2014
Morgan Stanley December 2004 - October 2005
Merrill Lynch September 2002 - September 2004
Skills
Asset Allocation, Wealth Management, Investment Advisory, Investments, Investment Strategies, Tactical Asset..., Manager Selection, Investment Policy..., Investment Research, Morningstar, Hedge Funds, Portfolio Management, Mutual Funds, Asset Management, Investment Management, Alternative Investments, Equities, Securities, Series 7, Series 63
Education
Southern Methodist University - Cox School of Business 2006 — 2008
MBA, Finance
Arkansas State University 1997 — 2001
B.S. Corporate Finance
Jonesboro High School
Commerce Bank August 2014 - Present
Support Kansas City July 2010 - Present
Bank of America October 2005 - August 2014
Morgan Stanley December 2004 - October 2005
Merrill Lynch September 2002 - September 2004
Skills
Asset Allocation, Wealth Management, Investment Advisory, Investments, Investment Strategies, Tactical Asset..., Manager Selection, Investment Policy..., Investment Research, Morningstar, Hedge Funds, Portfolio Management, Mutual Funds, Asset Management, Investment Management, Alternative Investments, Equities, Securities, Series 7, Series 63
Education
Southern Methodist University - Cox School of Business 2006 — 2008
MBA, Finance
Arkansas State University 1997 — 2001
B.S. Corporate Finance
Jonesboro High School
Gary Christopher's Morgan Stanley Experience August 2005 - November 2012
Job TECHNOLOGY MANAGEMENT: DIRECTV, MORGAN STANLEY, CISCO SYSTEMS, DISNEY
Industry Information Technology and Services
Experience
DIRECTV December 2012 - Present
Morgan Stanley August 2005 - November 2012
Cisco Systems June 2000 - August 2005
Symantec May 1997 - June 2000
The Walt Disney Company September 1994 - June 1997
Skills
Financial Modeling, Equities, Investment Banking, Financial Analysis, Capital Markets, Derivatives, Portfolio Management, Valuation, Fixed Income, Corporate Finance, Investments, Asset Management, Risk Management, Business Analysis, Bloomberg, Strategic Financial..., Finance, Private Equity, Banking, Hedge Funds
Education
Arizona State University 1990 — 1994
Bachelor of Science, Finance
DIRECTV December 2012 - Present
Morgan Stanley August 2005 - November 2012
Cisco Systems June 2000 - August 2005
Symantec May 1997 - June 2000
The Walt Disney Company September 1994 - June 1997
Skills
Financial Modeling, Equities, Investment Banking, Financial Analysis, Capital Markets, Derivatives, Portfolio Management, Valuation, Fixed Income, Corporate Finance, Investments, Asset Management, Risk Management, Business Analysis, Bloomberg, Strategic Financial..., Finance, Private Equity, Banking, Hedge Funds
Education
Arizona State University 1990 — 1994
Bachelor of Science, Finance
Richard Franco, AIF®'s Morgan Stanley Experience May 1995 - August 2005
Job Financial Advisor at First Financial Equity Corp.
Industry Financial Services
Experience
First Financial Equity Corp. August 2005 - Present
Morgan Stanley May 1995 - August 2005
Bank of America October 1988 - January 1995
Skills
Wealth Management, Retirement Planning, Series 7, Retirement, Series 63, Mutual Funds, 401k, Asset Allocation, IRAs, Securities, Series 24, Series 6, Retirement Plan..., Investment Advisory
Education
Arizona State University 1990 — 1993
First Financial Equity Corp. August 2005 - Present
Morgan Stanley May 1995 - August 2005
Bank of America October 1988 - January 1995
Skills
Wealth Management, Retirement Planning, Series 7, Retirement, Series 63, Mutual Funds, 401k, Asset Allocation, IRAs, Securities, Series 24, Series 6, Retirement Plan..., Investment Advisory
Education
Arizona State University 1990 — 1993
Mark Gressin's Morgan Stanley Experience June 2005 - July 2010
Job Business Analysis, Information Systems Management at MasterCard Worldwide
Industry Financial Services
Experience
MasterCard Worldwide July 2010 - Present
Morgan Stanley June 2005 - July 2010
Skills
Salesforce.com, Business Analysis, SFDC, Cloud Computing, Force.com, Talent Management, SDLC, Business Process, Enterprise Software, Management, Business Intelligence, CRM, SaaS, Leadership, Vendor Management, Analytics, Integration, Requirements Analysis, Requirements Gathering
Education
Arizona State University 1989 — 1993
MasterCard Worldwide July 2010 - Present
Morgan Stanley June 2005 - July 2010
Skills
Salesforce.com, Business Analysis, SFDC, Cloud Computing, Force.com, Talent Management, SDLC, Business Process, Enterprise Software, Management, Business Intelligence, CRM, SaaS, Leadership, Vendor Management, Analytics, Integration, Requirements Analysis, Requirements Gathering
Education
Arizona State University 1989 — 1993
Jack Armstrong's Morgan Stanley Experience January 2007 - October 2009
Job Executive Vice President at Magnegas
Industry Financial Services
Experience
Magnegas May 2012 - Present
Northland Securities October 2009 - April 2012
Morgan Stanley January 2007 - October 2009
Nav Capital 1999 - 2005
Think Equity October 2001 - March 2002
Piper Jaffray 1992 - 1999
Olde Discount September 1989 - July 1992
Skills
Capital Markets, Trading, Equities, Series 7
Education
Arizona State University 1983 — 1989
BA, Economics
Magnegas May 2012 - Present
Northland Securities October 2009 - April 2012
Morgan Stanley January 2007 - October 2009
Nav Capital 1999 - 2005
Think Equity October 2001 - March 2002
Piper Jaffray 1992 - 1999
Olde Discount September 1989 - July 1992
Skills
Capital Markets, Trading, Equities, Series 7
Education
Arizona State University 1983 — 1989
BA, Economics
Sergio Canevett's Morgan Stanley Experience November 2005 - August 2010
Job Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. March 2010 - Present
Morgan Stanley November 2005 - August 2010
UBS Wealth Management May 2002 - November 2005
Education
Arizona State University 2002 — 2005
JP Morgan Chase Bank, N.A. March 2010 - Present
Morgan Stanley November 2005 - August 2010
UBS Wealth Management May 2002 - November 2005
Education
Arizona State University 2002 — 2005
Jay Michael Frederick's Morgan Stanley Experience June 2001 - May 2008
Job Founder of Ethos Capital Group
Industry Investment Management
Experience
Ethos Capital Group, LLC May 2009 - Present
Merrill Lynch May 2008 - February 2009
Morgan Stanley June 2001 - May 2008
Skills
Wealth Management, Investments, Asset Allocation, Estate Planning, Portfolio Management, Mutual Funds, Financial Advisory, Risk Management, Finance, Strategy, Financial Planners, Certified Financial..., Philanthropy, Retirement Planning, Alternative Investments, Equities, Investment Advisory
Education
Arkansas State University 1997 — 2001
Bachelor of Science (BS), Business Administration, Management and Operations
Ethos Capital Group, LLC May 2009 - Present
Merrill Lynch May 2008 - February 2009
Morgan Stanley June 2001 - May 2008
Skills
Wealth Management, Investments, Asset Allocation, Estate Planning, Portfolio Management, Mutual Funds, Financial Advisory, Risk Management, Finance, Strategy, Financial Planners, Certified Financial..., Philanthropy, Retirement Planning, Alternative Investments, Equities, Investment Advisory
Education
Arkansas State University 1997 — 2001
Bachelor of Science (BS), Business Administration, Management and Operations
Ken Rizvi's Morgan Stanley Experience 1997 - 1999
Job Vice President & Treasurer at Micron Technology
Industry Semiconductors
Experience
Micron Technology January 2013 - Present
ON Semiconductor 2004 - January 2013
Technology Crossover Ventures 1999 - 2002
Morgan Stanley 1997 - 1999
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, Due Diligence, Cross-functional Team..., Venture Capital, Investments
Education
Yale University 1993 — 1997
Bachelor's degree, Economics
Arizona State University, W. P. Carey School of Business 2007 — 2009
Master of Business Administration (MBA)
Micron Technology January 2013 - Present
ON Semiconductor 2004 - January 2013
Technology Crossover Ventures 1999 - 2002
Morgan Stanley 1997 - 1999
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, Due Diligence, Cross-functional Team..., Venture Capital, Investments
Education
Yale University 1993 — 1997
Bachelor's degree, Economics
Arizona State University, W. P. Carey School of Business 2007 — 2009
Master of Business Administration (MBA)
Heidi Schoener's Morgan Stanley Experience March 2000 - September 2004
Job Designer/Artist/Coordinator
Industry Design
Experience
Self-Employed April 2012 - Present
A Little Bent July 2011 - Present
Fairfield Chair Co. September 2014 - May 2015
Sabika Jewelry May 2014 - September 2014
Giant Eagle Market District May 2014 - August 2014
Eco Products Group April 2012 - March 2014
Art Institute of Pittsburgh March 2004 - November 2011
Morgan Stanley March 2000 - September 2004
Architectural Identification September 1999 - March 2000
Millennium Security June 1999 - September 1999
Skills
Editing, Illustrator, InDesign, Photoshop, Graphic Design, PowerPoint, Academia, Research, Microsoft Office, Rhinoceros, Solidworks, Inventor, Art, Rendering, Industrial Design, Graphics, Packaging, Coordinating Events, Sketching, Concept Design, Concept Development, Model Making, Rapid Prototyping, Design Strategy, Product Design, Mac, Design Thinking, 3D Modeling, 3D visualization, Rhino, Drawing, Illustration, Layout, 3D rendering, 3D, Logo Design, Adobe Creative Suite
Education
Art Institute of Pittsburgh 2005 — 2012
BS, Industrial Design
Ohio University 1994 — 1999
BS, Environmental Geography
Self-Employed April 2012 - Present
A Little Bent July 2011 - Present
Fairfield Chair Co. September 2014 - May 2015
Sabika Jewelry May 2014 - September 2014
Giant Eagle Market District May 2014 - August 2014
Eco Products Group April 2012 - March 2014
Art Institute of Pittsburgh March 2004 - November 2011
Morgan Stanley March 2000 - September 2004
Architectural Identification September 1999 - March 2000
Millennium Security June 1999 - September 1999
Skills
Editing, Illustrator, InDesign, Photoshop, Graphic Design, PowerPoint, Academia, Research, Microsoft Office, Rhinoceros, Solidworks, Inventor, Art, Rendering, Industrial Design, Graphics, Packaging, Coordinating Events, Sketching, Concept Design, Concept Development, Model Making, Rapid Prototyping, Design Strategy, Product Design, Mac, Design Thinking, 3D Modeling, 3D visualization, Rhino, Drawing, Illustration, Layout, 3D rendering, 3D, Logo Design, Adobe Creative Suite
Education
Art Institute of Pittsburgh 2005 — 2012
BS, Industrial Design
Ohio University 1994 — 1999
BS, Environmental Geography
Keith McDonald's Morgan Stanley Experience 1988 - 1993
Job Director Credit Suisse: Head of Private Banking USA Operations and Raleigh Operational Site Lead. FINRA Series 24/7/3
Industry Banking
Experience
Credit Suisse June 2010 - Present
Credit Suisse - North Carolina June 2010 - Present
Credit Suisse - New York June 2008 - June 2010
Credit Suisse - New York May 1999 - April 2008
Barclays Capital - New York / London 1997 - 1999
Bankers Trust Company - New York / London 1993 - 1997
Morgan Stanley 1988 - 1993
Skills
Private Banking, Equities, Derivatives, Swaps, Foreign Exchange, Prime Brokerage, Investment Banking, Middle Office, Hedge Funds, Emerging Markets, Corporate Lending, Operational Risk..., Loans
Education
Thunderbird School of Global Management 1987 — 1988
Master's degree, International Business, German Studies
Arizona State University 1985 — 1987
Bachelor of Science (B.S.), International Finance
Credit Suisse June 2010 - Present
Credit Suisse - North Carolina June 2010 - Present
Credit Suisse - New York June 2008 - June 2010
Credit Suisse - New York May 1999 - April 2008
Barclays Capital - New York / London 1997 - 1999
Bankers Trust Company - New York / London 1993 - 1997
Morgan Stanley 1988 - 1993
Skills
Private Banking, Equities, Derivatives, Swaps, Foreign Exchange, Prime Brokerage, Investment Banking, Middle Office, Hedge Funds, Emerging Markets, Corporate Lending, Operational Risk..., Loans
Education
Thunderbird School of Global Management 1987 — 1988
Master's degree, International Business, German Studies
Arizona State University 1985 — 1987
Bachelor of Science (B.S.), International Finance
Blaise McDermott's Morgan Stanley Experience 1999 - 2000
Job Corporate Actions Agent, Specialty Brokerage Operations at Vanguard
Industry Financial Services
Experience
Vanguard 2011 - Present
FTN Financial 2003 - 2011
Morgan Stanley 1999 - 2000
Skills
Series 7, Fixed Income, Securities, Series 63, Bloomberg, Capital Markets, Equities, Trading, Bonds, Portfolio Management, Investments, Options, Derivatives, Asset Management, Financial Markets, FINRA, Electronic Trading, Financial Modeling, Sales
Education
Arizona State University 1994 — 1998
Bachelor of Science (B.S.), Biology
Vanguard 2011 - Present
FTN Financial 2003 - 2011
Morgan Stanley 1999 - 2000
Skills
Series 7, Fixed Income, Securities, Series 63, Bloomberg, Capital Markets, Equities, Trading, Bonds, Portfolio Management, Investments, Options, Derivatives, Asset Management, Financial Markets, FINRA, Electronic Trading, Financial Modeling, Sales
Education
Arizona State University 1994 — 1998
Bachelor of Science (B.S.), Biology
Eric Kistemaker's Morgan Stanley Experience 2003 - 2005
Job Owner of Alternative Risk Solutions
Industry Insurance
Experience
Alternative Risk Solutions 2005 - Present
Morgan Stanley 2003 - 2005
Progressive Corporation May 1989 - August 1991
Skills
Claim, Subrogation, Insurance, Budgets, Property Damage, Auditing, Risk Management, Fixed Annuities, Litigation
Education
Arizona State University 1980 — 1985
BA, Finance
Alternative Risk Solutions 2005 - Present
Morgan Stanley 2003 - 2005
Progressive Corporation May 1989 - August 1991
Skills
Claim, Subrogation, Insurance, Budgets, Property Damage, Auditing, Risk Management, Fixed Annuities, Litigation
Education
Arizona State University 1980 — 1985
BA, Finance
Christopher Yonan's Morgan Stanley Experience May 2014 - Present
Job Investment Banking
Industry Investment Banking
Experience
Morgan Stanley May 2014 - Present
Barclays September 2008 - May 2014
Lehman Brothers May 2007 - September 2008
Milbank, Tweed, Hadley & McCloy LLP October 2003 - May 2007
Skills
Private Equity, Capital Markets, Valuation, Fixed Income
Education
Georgetown University Law Center
JD
Arizona State University 1995 — 2000
Bachelor of Science (B.S.) Economics; Quantitative Business Analysis
Morgan Stanley May 2014 - Present
Barclays September 2008 - May 2014
Lehman Brothers May 2007 - September 2008
Milbank, Tweed, Hadley & McCloy LLP October 2003 - May 2007
Skills
Private Equity, Capital Markets, Valuation, Fixed Income
Education
Georgetown University Law Center
JD
Arizona State University 1995 — 2000
Bachelor of Science (B.S.) Economics; Quantitative Business Analysis
Aaron Kopolow's Morgan Stanley Experience 2001 - 2003
Job Vice President National Sales at S.L. Home Fashions
Industry Retail
Experience
S.L. Home Fashions November 2013 - Present
Reality Shares, Inc. (Formerly ERNY Financial) October 2012 - November 2013
Toys R Us - Babies R Us March 2012 - October 2012
Toys R Us January 2011 - March 2012
Toys R Us December 2008 - January 2011
Linens N Things March 2006 - December 2008
dd's stores (Division of Ross Stores) February 2004 - March 2006
Factory 2-U Stores February 2003 - February 2004
Morgan Stanley 2001 - 2003
Mervyns 1995 - 1999
Skills
Negotiation, Retail, Fashion, Real Estate, Product Development, Global Sourcing, Strategic Planning, New Business Development, Pricing, Budgets, Management, Marketing Strategy, Merchandising, Sourcing, Inventory Management, Team Building, Sales Management, Purchasing, Marketing, Business Planning, Profit, Leadership, Forecasting, P&L Management
Education
Arizona State University 1993 — 1995
B.S.
University of New Hampshire 1991 — 1993
S.L. Home Fashions November 2013 - Present
Reality Shares, Inc. (Formerly ERNY Financial) October 2012 - November 2013
Toys R Us - Babies R Us March 2012 - October 2012
Toys R Us January 2011 - March 2012
Toys R Us December 2008 - January 2011
Linens N Things March 2006 - December 2008
dd's stores (Division of Ross Stores) February 2004 - March 2006
Factory 2-U Stores February 2003 - February 2004
Morgan Stanley 2001 - 2003
Mervyns 1995 - 1999
Skills
Negotiation, Retail, Fashion, Real Estate, Product Development, Global Sourcing, Strategic Planning, New Business Development, Pricing, Budgets, Management, Marketing Strategy, Merchandising, Sourcing, Inventory Management, Team Building, Sales Management, Purchasing, Marketing, Business Planning, Profit, Leadership, Forecasting, P&L Management
Education
Arizona State University 1993 — 1995
B.S.
University of New Hampshire 1991 — 1993
Thomas N. Gearhart III, CPA's Morgan Stanley Experience 1999 - 2000
Job Vice President, Trade Floor Supervision at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets January 2015 - Present
PwC July 2014 - January 2015
PwC July 2012 - June 2014
Carnegie Mellon Tepper School of Business August 2010 - May 2012
Algorithmics May 2011 - August 2011
Wells Fargo Bank September 2006 - September 2010
Wells Fargo Bank May 2004 - September 2006
Wells Fargo Bank January 2003 - May 2004
Wells Fargo Investments January 2000 - February 2002
Morgan Stanley 1999 - 2000
Skills
Financial Modeling, Derivatives, Risk Management, Hedging, Quantitative Analytics, Strategic Planning, Interest Rate Risk..., Financial Regulation, ALM, Problem Solving, Technology, Corporate Governance, Interest Rate, Interest Rate Swaps, Liquidity Management, Portfolio Management, Basel II, Basel III, SIFMU Regulation, Capital Markets, Fixed Income, Financial Risk, Market Risk, Financial Markets, Banking, Finance, Investment Banking, Rates, Trading, Financial Analysis, Valuation, Financial Services, Management
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Finance and Economics
Arizona State University 2004 — 2005
B.S., Global Business Information Systems
BMO Capital Markets January 2015 - Present
PwC July 2014 - January 2015
PwC July 2012 - June 2014
Carnegie Mellon Tepper School of Business August 2010 - May 2012
Algorithmics May 2011 - August 2011
Wells Fargo Bank September 2006 - September 2010
Wells Fargo Bank May 2004 - September 2006
Wells Fargo Bank January 2003 - May 2004
Wells Fargo Investments January 2000 - February 2002
Morgan Stanley 1999 - 2000
Skills
Financial Modeling, Derivatives, Risk Management, Hedging, Quantitative Analytics, Strategic Planning, Interest Rate Risk..., Financial Regulation, ALM, Problem Solving, Technology, Corporate Governance, Interest Rate, Interest Rate Swaps, Liquidity Management, Portfolio Management, Basel II, Basel III, SIFMU Regulation, Capital Markets, Fixed Income, Financial Risk, Market Risk, Financial Markets, Banking, Finance, Investment Banking, Rates, Trading, Financial Analysis, Valuation, Financial Services, Management
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Finance and Economics
Arizona State University 2004 — 2005
B.S., Global Business Information Systems
Diane R. Maurice's Morgan Stanley Experience September 2005 - August 2008
Job Risk Management /Stress Test Specialist
Industry Financial Services
Experience
Federal Reserve Bank of New York June 2010 - August 2011
TD Securities August 2008 - May 2010
Morgan Stanley September 2005 - August 2008
State Street 2004 - 2005
Moody's Investors Service November 1999 - May 2004
ABN AMRO 1996 - 1999
Skills
Fixed Income, ABS, Capital Markets, Structured Finance, Securitization, Credit Risk, Derivatives, Portfolio Management, Risk Management, Credit Analysis, Market Risk, Hedge Funds, Structured Products, Financial Risk, Valuation, Securities, Asset Management, Credit, Risk Operations
Education
London School of Economics and Political Science 2012 — 2016
MSc - PhD (DBA), Economics, Political Science
Arizona State University
Master's degree, Finance
Federal Reserve Bank of New York June 2010 - August 2011
TD Securities August 2008 - May 2010
Morgan Stanley September 2005 - August 2008
State Street 2004 - 2005
Moody's Investors Service November 1999 - May 2004
ABN AMRO 1996 - 1999
Skills
Fixed Income, ABS, Capital Markets, Structured Finance, Securitization, Credit Risk, Derivatives, Portfolio Management, Risk Management, Credit Analysis, Market Risk, Hedge Funds, Structured Products, Financial Risk, Valuation, Securities, Asset Management, Credit, Risk Operations
Education
London School of Economics and Political Science 2012 — 2016
MSc - PhD (DBA), Economics, Political Science
Arizona State University
Master's degree, Finance
Stephen Liddy's Morgan Stanley Experience October 1999 - July 2003
Job VP/Broker at Hilliard Farber & Co., Inc.
Industry Financial Services
Experience
Hilliard Farber & Co., Inc. February 2015 - Present
Pierpont Securties LLC June 2012 - October 2014
TD Securities May 2010 - April 2012
Cantor Fitzgerald January 2009 - May 2010
Countrywide Securities Corporation April 2004 - August 2008
Morgan Stanley October 1999 - July 2003
Morgan Stanley October 1996 - October 1999
Morgan Stanley February 1991 - September 1996
Skills
Trading, Capital Markets, Leadership, Derivatives, Risk Management, Start-ups, Securities, Management, Portfolio Management, Fixed Income, Series 7, Electronic Trading, Hedge Funds, Sales, Marketing, Bonds, Rates
Education
Arizona State University 1985 — 1989
BA, English
Hilliard Farber & Co., Inc. February 2015 - Present
Pierpont Securties LLC June 2012 - October 2014
TD Securities May 2010 - April 2012
Cantor Fitzgerald January 2009 - May 2010
Countrywide Securities Corporation April 2004 - August 2008
Morgan Stanley October 1999 - July 2003
Morgan Stanley October 1996 - October 1999
Morgan Stanley February 1991 - September 1996
Skills
Trading, Capital Markets, Leadership, Derivatives, Risk Management, Start-ups, Securities, Management, Portfolio Management, Fixed Income, Series 7, Electronic Trading, Hedge Funds, Sales, Marketing, Bonds, Rates
Education
Arizona State University 1985 — 1989
BA, English
Mary Foote Hebert's Morgan Stanley Experience December 2007 - January 2009
Job Vice President, Business Development
Industry Management Consulting
Experience
Greater Phoenix Economic Council May 2012 - Present
Arizona State University Foundation January 2009 - May 2012
Morgan Stanley December 2007 - January 2009
The Vanguard Group January 2006 - December 2007
Skills
Series 7, Community Outreach, Research, FINRA, Economic Development, Non-profits, Uniform Combined State..., Public Policy
Education
Thunderbird School of Global Management
Executive Education - Global Leadership Certificate, Leading and Managing in Turbulent Times
Arizona State University
BIS, Business, Philosophy
Arizona State University
MPA, Public Administration/Public Policy
Greater Phoenix Economic Council May 2012 - Present
Arizona State University Foundation January 2009 - May 2012
Morgan Stanley December 2007 - January 2009
The Vanguard Group January 2006 - December 2007
Skills
Series 7, Community Outreach, Research, FINRA, Economic Development, Non-profits, Uniform Combined State..., Public Policy
Education
Thunderbird School of Global Management
Executive Education - Global Leadership Certificate, Leading and Managing in Turbulent Times
Arizona State University
BIS, Business, Philosophy
Arizona State University
MPA, Public Administration/Public Policy
David McKinney's Morgan Stanley Experience 2009 - September 2011
Job Investor Advocate
Industry Investment Management
Experience
Wilkinson Corporation February 2012 - Present
Morgan Stanley 2009 - September 2011
Wilkinson Corporation 2007 - June 2009
Wilkinson Development, LLC May 2007 - May 2009
BELFOR USA Group, Inc October 1997 - September 2006
IKON Office Solutions September 1996 - October 1997
C. Speck Motors June 1995 - September 1996
Cascade Auto Center August 1994 - June 1995
Skills
Critical Thinking, Strategic Planning, Risk Management, Crisis Management, New Business Development, Project Management, Contingency Planning, Creative Problem Solving, Financial Management, Financial Analysis, Troubleshooting, Team Leadership, MS Office Suite, Word, Excel, PowerPoint, Visio, MS Project, Creative Strategy, Microsoft Excel, Program Management, Start-ups, Microsoft Word, Fundraising, Process Improvement, Microsoft Office, Analysis, Management, CRM, Contract Negotiation, Business Development, Finance, Marketing, Project Planning, Negotiation, Investments, Sales, Accounting, Human Resources, Leadership, Investor Relations, Strategy, Budgets
Education
Seattle University 1989 — 2001
Art Institute of Seattle 1991 — 1993
Art Direction, Graphic Design
Graduate of the School of Visual 1990 — 1993
Art Direction and Graphic Design, School of Visual Concepts
Pacific Lutheran University
General Studies
Wilkinson Corporation February 2012 - Present
Morgan Stanley 2009 - September 2011
Wilkinson Corporation 2007 - June 2009
Wilkinson Development, LLC May 2007 - May 2009
BELFOR USA Group, Inc October 1997 - September 2006
IKON Office Solutions September 1996 - October 1997
C. Speck Motors June 1995 - September 1996
Cascade Auto Center August 1994 - June 1995
Skills
Critical Thinking, Strategic Planning, Risk Management, Crisis Management, New Business Development, Project Management, Contingency Planning, Creative Problem Solving, Financial Management, Financial Analysis, Troubleshooting, Team Leadership, MS Office Suite, Word, Excel, PowerPoint, Visio, MS Project, Creative Strategy, Microsoft Excel, Program Management, Start-ups, Microsoft Word, Fundraising, Process Improvement, Microsoft Office, Analysis, Management, CRM, Contract Negotiation, Business Development, Finance, Marketing, Project Planning, Negotiation, Investments, Sales, Accounting, Human Resources, Leadership, Investor Relations, Strategy, Budgets
Education
Seattle University 1989 — 2001
Art Institute of Seattle 1991 — 1993
Art Direction, Graphic Design
Graduate of the School of Visual 1990 — 1993
Art Direction and Graphic Design, School of Visual Concepts
Pacific Lutheran University
General Studies
Brad D. Richardson's Morgan Stanley Experience 1987 - 2011
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2011 - Present
Morgan Stanley 1987 - 2011
Paine Webber 1985 - 1987
Boettcher & Co. 1981 - 1985
Skills
Securities, Risk Management, Financial Services, Insurance, Retirement Planning
Education
Arizona State University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Idaho
Bachelor's degree-Cum Laude, Banking, Corporate, Finance, and Securities Law
Wells Fargo Advisors, LLC November 2011 - Present
Morgan Stanley 1987 - 2011
Paine Webber 1985 - 1987
Boettcher & Co. 1981 - 1985
Skills
Securities, Risk Management, Financial Services, Insurance, Retirement Planning
Education
Arizona State University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Idaho
Bachelor's degree-Cum Laude, Banking, Corporate, Finance, and Securities Law
Jamie Ferkov's Morgan Stanley Experience September 2008 - May 2009
Job Financial Reports Manager at Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York January 2014 - Present
Federal Reserve Bank of New York December 2012 - December 2013
Federal Reserve Bank of New York June 2009 - December 2012
Morgan Stanley September 2008 - May 2009
Financial Management Association January 2007 - May 2009
Cox Media January 2008 - May 2008
Arch Insurance Group June 2005 - August 2007
Skills
Financial Analysis, Finance, Analysis, Microsoft Excel, Accounting, Leadership, Data Analysis, Financial Regulation, Derivatives, Capital, Financial Reporting, US GAAP, Stress Testing, Business Process..., Business Process Mapping, Project Management, Research, Due Diligence, Economics, Microsoft Office, Market Research, Equities, Public Speaking, Six Sigma, Bloomberg
Education
Arizona State University - W. P. Carey School of Business 2005 — 2009
BS, Finance
Arizona State University - W. P. Carey School of Business 2005 — 2009
BS, Marketing
Federal Reserve Bank of New York January 2014 - Present
Federal Reserve Bank of New York December 2012 - December 2013
Federal Reserve Bank of New York June 2009 - December 2012
Morgan Stanley September 2008 - May 2009
Financial Management Association January 2007 - May 2009
Cox Media January 2008 - May 2008
Arch Insurance Group June 2005 - August 2007
Skills
Financial Analysis, Finance, Analysis, Microsoft Excel, Accounting, Leadership, Data Analysis, Financial Regulation, Derivatives, Capital, Financial Reporting, US GAAP, Stress Testing, Business Process..., Business Process Mapping, Project Management, Research, Due Diligence, Economics, Microsoft Office, Market Research, Equities, Public Speaking, Six Sigma, Bloomberg
Education
Arizona State University - W. P. Carey School of Business 2005 — 2009
BS, Finance
Arizona State University - W. P. Carey School of Business 2005 — 2009
BS, Marketing
Robert Kacer's Morgan Stanley Experience July 1996 - November 1997
Job Market Trust Executive US Trust
Industry Financial Services
Experience
U.S. Trust September 2014 - Present
Wells Fargo Bank November 1997 - September 2014
Morgan Stanley July 1996 - November 1997
Discover Card 1987 - 1993
Skills
Wealth Management, Estate Planning, Wealth Management..., Investments, Portfolio Management, Private Banking, Strategic Financial..., Asset Managment, Investment Advisory, Asset Allocation, Investment Management, High Net Worth..., Securities, Asset Management, Wealth, Alternative Investments, Financial Planning
Education
Western State University College of Law 1993 — 1996
JD, Law - Tax
Arizona State University 1985 — 1990
Bachelor of Science (BS)
NHP Memorial
U.S. Trust September 2014 - Present
Wells Fargo Bank November 1997 - September 2014
Morgan Stanley July 1996 - November 1997
Discover Card 1987 - 1993
Skills
Wealth Management, Estate Planning, Wealth Management..., Investments, Portfolio Management, Private Banking, Strategic Financial..., Asset Managment, Investment Advisory, Asset Allocation, Investment Management, High Net Worth..., Securities, Asset Management, Wealth, Alternative Investments, Financial Planning
Education
Western State University College of Law 1993 — 1996
JD, Law - Tax
Arizona State University 1985 — 1990
Bachelor of Science (BS)
NHP Memorial
Jennifer Briggs's Morgan Stanley Experience August 2000 - August 2003
Job Paralegal
Industry Judiciary
Experience
Superior Court of Arizona August 2011 - Present
Arizona Supreme Court February 2010 - December 2010
Superior Court of New Jersey July 2005 - January 2008
Morgan Stanley August 2000 - August 2003
Skills
Legal Writing, Legal Research, Westlaw, Courts, Lexis, Mediation, Administrative..., Outlook, Legal Assistance, Research
Education
Arizona State University
BS, Justice Studies
Superior Court of Arizona August 2011 - Present
Arizona Supreme Court February 2010 - December 2010
Superior Court of New Jersey July 2005 - January 2008
Morgan Stanley August 2000 - August 2003
Skills
Legal Writing, Legal Research, Westlaw, Courts, Lexis, Mediation, Administrative..., Outlook, Legal Assistance, Research
Education
Arizona State University
BS, Justice Studies
Jason Braunstein's Morgan Stanley Experience 1994 - 2001
Job Senior Vice President – Financial Advisor, Senior Portfolio Manager – Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2010 - Present
Morgan Stanley Smith Barney 2004 - 2010
UBS Financial Services Inc. 2001 - 2005
Morgan Stanley 1994 - 2001
Education
Arizona State University 1988 — 1994
Bachelor of Science (B.S.), Finance, General
Arizona State University - W. P. Carey School of Business 1987 — 1994
Finance, Finance
RBC Wealth Management August 2010 - Present
Morgan Stanley Smith Barney 2004 - 2010
UBS Financial Services Inc. 2001 - 2005
Morgan Stanley 1994 - 2001
Education
Arizona State University 1988 — 1994
Bachelor of Science (B.S.), Finance, General
Arizona State University - W. P. Carey School of Business 1987 — 1994
Finance, Finance
Jamie Petersen's Morgan Stanley Experience 2007 - 2011
Job Leadership Advisory Board Member, Million Dollar Circle & RFX Circle Achiever, Lexus Earner and Team GiVe CoFounder
Industry Consumer Goods
Experience
Rodan + Fields November 2009 - Present
Morgan Stanley 2007 - 2011
Morgan Stanley Smith Barney 1998 - 2007
Skills
Building Markets, Developing leaders, Facilitating Personal..., Entrepreneurship, Social Media, Social Entrepreneurship, Team Building, Small Business, CRM, Marketing, Social Networking, Direct Sales, Sales, Social Media Marketing, Public Speaking, Coaching, Strategic Planning, Leadership, Customer Service
Education
Arizona State University 2001 — 2003
BS, International Business Finance
Montana State University-Bozeman 1996 — 1998
Bachelor of Science, International Business Finance
Rodan + Fields November 2009 - Present
Morgan Stanley 2007 - 2011
Morgan Stanley Smith Barney 1998 - 2007
Skills
Building Markets, Developing leaders, Facilitating Personal..., Entrepreneurship, Social Media, Social Entrepreneurship, Team Building, Small Business, CRM, Marketing, Social Networking, Direct Sales, Sales, Social Media Marketing, Public Speaking, Coaching, Strategic Planning, Leadership, Customer Service
Education
Arizona State University 2001 — 2003
BS, International Business Finance
Montana State University-Bozeman 1996 — 1998
Bachelor of Science, International Business Finance
J. Christian Olin's Morgan Stanley Experience February 1999 - November 1999
Job Vice President, at VC Dynamics
Industry Marketing and Advertising
Experience
VC Dynamics July 2013 - Present
United Web/Nextiva May 2008 - June 2013
The LeaderMark Companies May 2008 - June 2013
Sands Brothers Asset Management, LLC December 1999 - June 2003
Morgan Stanley February 1999 - November 1999
Skills
Sales Management, Sales Operations, Sales Presentations, Search Advertising, Search Engine Technology, Enterprise Search, Sales Process, Salesforce.com, Selling, Cold Calling, Direct Sales, SaaS, B2B, Sales, Online Advertising, Account Management, Marketing Strategy, Social Media Marketing, Marketing, Strategic Planning, Business Development, New Business Development
Education
Arizona State University 1994 — 1999
Arizona State University
Business/Economics
VC Dynamics July 2013 - Present
United Web/Nextiva May 2008 - June 2013
The LeaderMark Companies May 2008 - June 2013
Sands Brothers Asset Management, LLC December 1999 - June 2003
Morgan Stanley February 1999 - November 1999
Skills
Sales Management, Sales Operations, Sales Presentations, Search Advertising, Search Engine Technology, Enterprise Search, Sales Process, Salesforce.com, Selling, Cold Calling, Direct Sales, SaaS, B2B, Sales, Online Advertising, Account Management, Marketing Strategy, Social Media Marketing, Marketing, Strategic Planning, Business Development, New Business Development
Education
Arizona State University 1994 — 1999
Arizona State University
Business/Economics
Gerald Montegani, Jr., CFP®, CIMA®'s Morgan Stanley Experience June 1992 - November 2008
Job Wealth Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. November 2008 - Present
Morgan Stanley June 1992 - November 2008
Education
Arizona State University 1985 — 1990
B.S., Finance
UBS Financial Services, Inc. November 2008 - Present
Morgan Stanley June 1992 - November 2008
Education
Arizona State University 1985 — 1990
B.S., Finance
Kit (Chris) Jahnke's Morgan Stanley Experience February 2005 - May 2010
Job Operational Review Specialist at Arizona Supreme Court
Industry Government Administration
Experience
Phoenix College Operational Review SpecialistArizona Supreme CourtFebruary 2011 - Present
Morgan Stanley February 2005 - May 2010
Education
Arizona State University 1977 — 1993
BS/MPA, Political Science/Policy Analysis
Phoenix College Operational Review SpecialistArizona Supreme CourtFebruary 2011 - Present
Morgan Stanley February 2005 - May 2010
Education
Arizona State University 1977 — 1993
BS/MPA, Political Science/Policy Analysis
Melissa Nagan's Morgan Stanley Experience 2002 - 2003
Job Marketing and Web Production Professional
Industry Marketing and Advertising
Experience
The Creative Group September 2014 - Present
TRAK Services February 2012 - Present
Contractor 2011 - Present
Association of Governing Boards of Universities and Colleges August 2006 - February 2010
Morgan Stanley 2002 - 2003
Morgan Stanley 1998 - 2001
Morgan Stanley 1997 - 1998
Morgan Stanley 1992 - 1997
Skills
Marketing, Google Analytics, Sitecore, Non-profits, Research, Fundraising, Customer Service, Online Marketing, SurveyMonkey, Nonprofits, Social Networking, Microsoft Office, WordPress, Online Research, Social Media Marketing, Management, Web Design, SEO, Adobe Experience..., JIRA
Education
The George Washington University 2003 — 2006
BA, Political Science
Art Institute of Seattle 1988 — 1992
Associate of Applied Arts, Interior Design
The Creative Group September 2014 - Present
TRAK Services February 2012 - Present
Contractor 2011 - Present
Association of Governing Boards of Universities and Colleges August 2006 - February 2010
Morgan Stanley 2002 - 2003
Morgan Stanley 1998 - 2001
Morgan Stanley 1997 - 1998
Morgan Stanley 1992 - 1997
Skills
Marketing, Google Analytics, Sitecore, Non-profits, Research, Fundraising, Customer Service, Online Marketing, SurveyMonkey, Nonprofits, Social Networking, Microsoft Office, WordPress, Online Research, Social Media Marketing, Management, Web Design, SEO, Adobe Experience..., JIRA
Education
The George Washington University 2003 — 2006
BA, Political Science
Art Institute of Seattle 1988 — 1992
Associate of Applied Arts, Interior Design
Stephanie Suprunova's Morgan Stanley Experience May 2008 - Present
Job MSSB Financial Controller at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2008 - Present
Education
Arizona State University, W. P. Carey School of Business
MBA, Financial Management
Morgan Stanley May 2008 - Present
Education
Arizona State University, W. P. Carey School of Business
MBA, Financial Management
Eric Eric.Benton's Morgan Stanley Experience May 1998 - November 2003
Job Sales manager at Dillards
Industry Retail
Experience
Dillards November 2009 - Present
Younkers department store March 2003 - November 2009
Morgan Stanley May 1998 - November 2003
Education
Arizona State University 1995 — 1998
Bachelor of Science (BS), International Business/Trade/Commerce
FInanal industry 1986 — 1998
Dillards November 2009 - Present
Younkers department store March 2003 - November 2009
Morgan Stanley May 1998 - November 2003
Education
Arizona State University 1995 — 1998
Bachelor of Science (BS), International Business/Trade/Commerce
FInanal industry 1986 — 1998
Spencer Pett's Morgan Stanley Experience March 2005 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2005 - Present
Marriott International 2003 - 2005
Skills
Series 7, Uniform Combined State..., Asset Allocation, Mutual Funds, FINRA, Equities, Series 66, Project Management, Employee Training, Process Improvement, Microsoft Excel, Securities
Education
Arizona State University 2008 — 2010
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
University of Utah 2003 — 2005
Bachelor's degree, Finance, General
Morgan Stanley March 2005 - Present
Marriott International 2003 - 2005
Skills
Series 7, Uniform Combined State..., Asset Allocation, Mutual Funds, FINRA, Equities, Series 66, Project Management, Employee Training, Process Improvement, Microsoft Excel, Securities
Education
Arizona State University 2008 — 2010
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
University of Utah 2003 — 2005
Bachelor's degree, Finance, General
Elaine Stanfield's Morgan Stanley Experience 1997 - February 2005
Job Adm Assistant at Crawford County Arkansas
Industry Government Administration
Experience
Crawford County Arkansas January 2007 - Present
Stepping Stone School 2005 - December 2006
Morgan Stanley 1997 - February 2005
Skills
Public Relations, Strategic Planning, Finance, Emergency Management, Customer Service, Public Speaking, Microsoft Office, Budgets, Event Management, Legal Research, Event Planning, Nonprofits, Training, Microsoft Word, PowerPoint, Research, Volunteer Management, Community Outreach, Fundraising, Policy, Microsoft Excel, Policy Analysis, Team Building, Leadership, Social Media, Leadership Development, Government, Management, Program Development, Outlook, Employee Relations, Supervisory Skills, Editing, Project Planning, Grant Writing, Process Scheduler, Recruiting, Human Resources, Program Management, Coaching, Teaching, Payroll, Team Leadership, Social Networking, Project Management, Administration, Marketing, Negotiation, Operations Management, Contract Negotiation
Education
Arkansas Tech University 1968 — 1972
Recreation and Park Adminstration
Alma School, Alma, Arkansas 1956 — 1968
Graduate
Crawford County Arkansas January 2007 - Present
Stepping Stone School 2005 - December 2006
Morgan Stanley 1997 - February 2005
Skills
Public Relations, Strategic Planning, Finance, Emergency Management, Customer Service, Public Speaking, Microsoft Office, Budgets, Event Management, Legal Research, Event Planning, Nonprofits, Training, Microsoft Word, PowerPoint, Research, Volunteer Management, Community Outreach, Fundraising, Policy, Microsoft Excel, Policy Analysis, Team Building, Leadership, Social Media, Leadership Development, Government, Management, Program Development, Outlook, Employee Relations, Supervisory Skills, Editing, Project Planning, Grant Writing, Process Scheduler, Recruiting, Human Resources, Program Management, Coaching, Teaching, Payroll, Team Leadership, Social Networking, Project Management, Administration, Marketing, Negotiation, Operations Management, Contract Negotiation
Education
Arkansas Tech University 1968 — 1972
Recreation and Park Adminstration
Alma School, Alma, Arkansas 1956 — 1968
Graduate
Leo Karas's Morgan Stanley Experience 2001 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Citi 2012 - 2013
Morgan Stanley Smith Barney 2009 - 2012
Smith Barney (Citigroup) 2004 - 2009
Morgan Stanley 2001 - 2003
Morgan Stanley 1998 - 2001
Skills
Programming, Web Design & Development, Database Management, Financial Systems..., Visio, COBOL, COBOLII, FINRA Compliance, Application Support, Production Support, UAT & Production Testing, Client Support, Training & Mentoring of..., Systems Migrations, Accounting, Generation of Manuals..., FTP, FTPS, SFTP, Mainframe
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Accounting
Morgan Stanley Continuing Education Program
ASA Institute of Business and Computer Technology
Computer Science
Citi 2012 - 2013
Morgan Stanley Smith Barney 2009 - 2012
Smith Barney (Citigroup) 2004 - 2009
Morgan Stanley 2001 - 2003
Morgan Stanley 1998 - 2001
Skills
Programming, Web Design & Development, Database Management, Financial Systems..., Visio, COBOL, COBOLII, FINRA Compliance, Application Support, Production Support, UAT & Production Testing, Client Support, Training & Mentoring of..., Systems Migrations, Accounting, Generation of Manuals..., FTP, FTPS, SFTP, Mainframe
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Accounting
Morgan Stanley Continuing Education Program
ASA Institute of Business and Computer Technology
Computer Science
Gregory France's Morgan Stanley Experience September 2008 - February 2011
Job Sales Professional
Industry Business Supplies and Equipment
Experience
Paramount Supply Company 2013 - 2013
Morgan Stanley September 2008 - February 2011
United Stationers Supply Company February 2002 - August 2006
Fellowes, Inc. September 1987 - February 2001
Education
Arizona State University
Bachelor of Science, Marketing
Paramount Supply Company 2013 - 2013
Morgan Stanley September 2008 - February 2011
United Stationers Supply Company February 2002 - August 2006
Fellowes, Inc. September 1987 - February 2001
Education
Arizona State University
Bachelor of Science, Marketing
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS