Morgan Stanley

Industry: Investment banking company

Description

Morgan 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 StatesCEO: 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

Site: https://www.morganstanley.com/

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Morgan Stanley Employees

Employee
Years
Job
Industry
Jasmine ThottungalJasmine Thottungal San Francisco Bay Area
Morgan Stanley Years September 2014 - Present
Job Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   September 2014 - Present
Morgan Stanley   September 2013 - April 2014

Skills
Leadership, Marketing, Entrepreneurship, Public Speaking, Finance, Data Analysis, Teamwork, Financial Analysis, Analysis, Time Management, Business Analysis, Microsoft Office, Customer Service, Team Leadership, Business Strategy, Spanish, Management, Market Research, Research, Microsoft Excel, Budgets

Education
Drexel University   2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing, Cum Laude

Mission San Jose High School   2007 — 2011
High School

Dirk VandeveldDirk Vandeveld Greater Denver Area
Morgan Stanley Years 2009 - 2011
Job Attorney, Special Counsel, Corporate & Securities Group at Jones & Keller, PC
Industry Law Practice
Experience
Jones & Keller PC   May 2013 - Present
Morgan Stanley   2009 - 2011
Stifel Nicolaus   2001 - 2006
Chicago Stock Exchange   2000 - 2001

Skills
Corporate Transactional, Regulatory Compliance, Securities Offerings, Private Placements, Investment Banking, Risk Management, Debt & Equity Capital..., Corporate Governance, Due Diligence, Contract Negotiation, Capital Raises, SEC Enforcement, General Corporate..., Business Development, Business Strategy, Finance, SEC, Underwriting, Series 7, Entrepreneurship, SEC Financial Reporting, Institutional Trading, Principal Trading, Asset Allocation, Contracts, Employment Issues, Strategic Planning, Drafting Transaction..., Litigation, Joint Ventures, Legal Research, Business Planning, Negotiation, Securities, Equities, Capital Markets, Asset Management, Mergers & Acquisitions, Investments

Education
Drake University Law School   1981 — 1984
Doctor of Law (J.D.)

University of Colorado at Boulder - Leeds School of Business   1977 — 1981
BS, Finance

Fang PeixuFang Peixu Flushing, New York
Morgan Stanley Years April 2014 - June 2014
Job Financial&Investment Analyst
Industry Financial Services
Experience
Morgan Stanley   April 2014 - June 2014
PRIDE Industries   October 2013 - December 2013
Golden Life Management   April 2013 - July 2013

Skills
Business writing, Financial report..., Badminton, Piano, Creating statistical..., Reading Comprehension, Good memory, Communication Skills, Excel and Phstat, Equity valuation, IPS, Portfolio management, CFA Level2

Education
Drexel University   2012 — 2014
Finance, Master's degree(Overall GPA of 3.96/4.00)

Guangdong University of Business Studies   2008 — 2012
International Economics and Trade, Bachelor's degree(Overall GPA of 3.23/5.00)

Erik GaryErik Gary Greater Philadelphia Area
Morgan Stanley Years August 2013 - Present
Job Senior Product Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   August 2013 - Present
Creative Financial Group   March 2012 - June 2013
Rohm and Haas   September 2008 - April 2009

Skills
Process Improvement, Time Management, Microsoft Excel, Microsoft Word, Finance, Financial Analysis, PowerPoint, Data Analysis, Financial Modeling, Microsoft Office, Strategic Planning, Series 7, Series 66

Education
Drexel University   2007 — 2011
Bachelors of Science, Chemical Engineering

West Chester East High School   2002 — 2006
High School

Joseph LatiniJoseph Latini Greater New York City Area
Morgan Stanley Years December 2008 - December 2014
Job Director of Sales US at ENSO Financial
Industry Financial Services
Experience
ENSO Financial Analytics   December 2014 - Present
Morgan Stanley   December 2008 - December 2014
Morgan Stanley   January 2006 - December 2008
Morgan Stanley   July 2003 - January 2006
Morgan Stanley   April 1998 - July 2003

Education
Drew University   1994 — 1997
Bachelor of Arts (B.A.), Economics

Notre Dame High School

Garric ZhangGarric Zhang Sacramento, California
Morgan Stanley Years March 2014 - June 2014
Job Student at Drexel University
Industry Financial Services
Experience
Morgan Stanley   March 2014 - June 2014
Golden Life Healthcare Accountable Care Organization   November 2013 - March 2014
Huarong Bank, Simulated   January 2009 - June 2009
Entreprenures Association of Jiangxi University of Finance and Economics   October 2008 - June 2009

Skills
Financial Analysis, Financial Modeling, Valuation, Economics, Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Powerpoint, Web Design, Brochure Design, SAS programming, Mandarin, Sports, PowerPoint

Education
Drexel University   2012 — 2014
Master of Science (MS), Finance, General, GPA: 3.96/4.00

Jiangxi University of Finance and Economics   2007 — 2011
Bachelor's degree, Finance, General, GPA: 3.88/4.00

Elise KernElise Kern Woodbury, New York
Morgan Stanley Years June 1989 - January 2011
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2011 - Present
Morgan Stanley   June 1989 - January 2011

Education
Dowling College   1994 — 1996
Master of Business Administration (M.B.A.), Banking and Financial Support Services

SUNY Albany   1985 — 1989
Bachelor of Arts (B.A.), English Language and Literature, General

Jason WonJason Won Sacramento, California Area
Morgan Stanley Years August 2012 - Present
Job Master's of Science Finance
Industry Financial Services
Experience
Morgan Stanley   August 2012 - Present
Mikuni Restaurant   March 2011 - June 2014
Shotyme Apparel   March 2011 - January 2014
Wells Fargo   March 2011 - August 2011
Mikuni Restaurant   March 2007 - December 2008
DTSC General Information Service   August 2005 - February 2007
Juice Whirl'd   April 2006 - November 2006
Chinese Community Church   September 2003 - March 2006
Tapioca Express   March 2003 - August 2005

Skills
Digital Photography, Photoshop, Adobe Software, Mac OS X, iphoto, iMovie, iDVD, Final Cut Pro, iTunes, Computer Science, Automotive Aftermarket, Accounting, Business Management, Food Service, Sports, OS X, Valuation, Social Media, Management, Sales, PowerPoint, Social Networking, Microsoft Word, Microsoft Excel, Finance, Microsoft Office, Teamwork, Data Analysis, Blogging, Email Marketing, Training, Customer Service, Economics, Editing, Resume Writing, Financial Analysis, Food, Coaching, Mac OS

Education
Drexel University   2012 — 2014
Master's degree, Finance, General

University of Maryland College Park   2009 — 2010
Bachelor's Degree, Criminal Justice

Montgomery College   2008 — 2009
Associate's degree, Business Administration and Management, General, 3.0

Megan BradfieldMegan Bradfield San Francisco Bay Area
Morgan Stanley Years August 2015 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   August 2015 - Present
Morgan Stanley   June 2014 - August 2014
H&R Block   April 2013 - August 2013
Evangelical Lutheran Church in America   September 2010 - December 2012
Evangelical Lutheran Church in America   June 2008 - September 2010
Lutheran Services in Iowa   January 2007 - July 2008

Skills
Strategic Planning, International..., Program Management, Training, Fundraising, Community Development, Grants, Program Evaluation, Grant Administration, Grant Writing, Financial Modeling, Leadership, Management, Certified Grant Writer, Financial Analysis, Negotiation, Public Speaking, Public Relations

Education
UC Berkeley Haas School of Business   2013 — 2015
Master of Business Administration (MBA), Accounting and Finance

Drake University
Bachelor of Arts (B.A.), Dual Degree: Philosophy and Religious Studies, Business Administration

Sydney University
Study Abroad, Fine Arts, Eastern Religions

Eric LanningEric Lanning Des Moines, Iowa
Morgan Stanley Years June 2014 - December 2014
Job Student at Drake University
Industry Higher Education
Experience
KPMG   January 2015 - April 2015
Morgan Stanley   June 2014 - December 2014
Hy-Vee   May 2010 - November 2013
Drake University   September 2012 - August 2013

Skills
Public Speaking, Accounting, Communication Skills, Networking, Leadership, Time Management, Microsoft Excel, Teamwork, Customer Satisfaction

Education
Drake University   2012 — 2016
Bachelor of Science in Business Administration, Accounting and Finance, 3.71 GPA

Creston High School   2008 — 2012

Sheryl TessierSheryl Tessier Des Moines, Iowa Area
Morgan Stanley Years November 2007 - 2007
Job Www.eatplaylovedesmoines.com
Industry Online Media
Experience
Eat, Play, Love Des Moines   February 2013 - Present
H&R Block   January 2009 - Present
H&R Block   January 2009 - 2014
Morgan Stanley   November 2007 - 2007

Skills
Accounts Receivable, Research, Non-profits, Fundraising, Social Media, Editing, Public Relations, Higher Education

Education
Drake University   2005 — 2008
Master of Business Administration (MBA), MBA

University of Massachusetts at Lowell   1999 — 2003
Music Business, Music Business

Fayaz LalaniFayaz Lalani Philadelphia, Pennsylvania
Morgan Stanley Years November 2014 - Present
Job Investment Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   November 2014 - Present
BlackRock   March 2013 - September 2013
BlackRock   March 2012 - September 2012
Gramercy Property Trust   March 2011 - September 2011

Skills
Finance, Financial Modeling, Bloomberg Terminal, Financial Analysis, Bloomberg, Microsoft Excel, Portfolio Management, Fixed Income, Mutual Funds

Education
Drexel University   2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing

Bayside High School   2005 — 2009
High School, Honors/Regents High School/Secondary Diploma Program

David SilvermanDavid Silverman Greater New York City Area
Morgan Stanley Years May 2009 - August 2012
Job Managing Director at JPMorgan Chase
Industry Consumer Goods
Experience
JPMorgan Chase   August 2012 - Present
David Silverman   October 2006 - Present
Morgan Stanley   May 2009 - August 2012
Drew University   January 2008 - December 2011
Diageo   November 2006 - May 2009
Citigroup   September 2004 - September 2006
Clarinda   September 1999 - September 2004
Innodata   February 1995 - December 1997
Dawson UK   January 1994 - January 1995
Data Conversion Laboratory   January 1992 - January 1994

Skills
Technical Writing, Entrepreneurship, Process Improvement, Content Management, Policy, Information Security..., Creative Non-fiction, Corporate Governance, Risk Management, Strategic Planning

Education
Drew University   1985 — 1989
BA, Math, Computer Science, Writing

Kingston HS   1981 — 1985

Bobby WilsonBobby Wilson Washington D.C. Metro Area
Morgan Stanley Years May 2010 - July 2010
Job Commercial Real Estate Analyst at MidLantic Financial Services
Industry Real Estate
Experience
MidLantic Financial Services   December 2012 - Present
JPMorgan Chase & Co   July 2010 - December 2012
Morgan Stanley   May 2010 - July 2010

Skills
Investments, Financial Services, Mutual Funds, Personal Finance, Consumer Lending, Equities, Valuation, Commercial Real Estate, Fixed Income, Appraisals, Real Estate Valuation, Real Estate Economics

Education
Georgetown University   2014 — 2016
Master's Degree, Candidate, Real Estate Finance

Drew University   2006 — 2010
BA, Economics

Saint James School   2001 — 2006
High School Diploma

Serko ArtinianSerko Artinian New York, New York
Morgan Stanley Years August 2001 - May 2007
Job Product Manager, Mobile at MakerBot®
Industry Computer Software
Experience
MakerBot®   October 2014 - Present
serkoart®   February 2010 - Present
MakerBot®   June 2013 - June 2014
AECOM   June 2011 - September 2011
CNBC   June 2010 - August 2010
Johnson & Johnson   July 2007 - July 2010
One Light Left, LLC   September 2007 - October 2007
Morgan Stanley   August 2001 - May 2007

Skills
Product Management, Public Speaking, Marketing Strategy, Strategy, Leadership, Event Management, Photography, Video Production, Video, Final Cut Pro, Video Editing, Mobile Applications, Mobile Devices, Digital Media

Education
Drexel University
Bachelor's Degree, Cinematography and Film/Video Production

Shraddha AgarwalShraddha Agarwal New York, New York
Morgan Stanley Years March 2013 - July 2014
Job Manager at E&Y Financial Services Advisory
Industry Management Consulting
Experience
EY   July 2014 - Present
Citi   September 2014 - February 2015
Morgan Stanley   March 2013 - July 2014
Capco   September 2012 - July 2014
Fannie Mae   November 2012 - December 2012
OpenLink Financial LLC   September 2010 - September 2012
Merck Sharp & Dohme Corp.   July 2009 - August 2010
Susquehanna International Group   October 2008 - April 2009
Hexaware Technologies   June 2005 - December 2007
Deloitte   May 2004 - April 2005

Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Microsoft SQL Server, Business Intelligence, SSRS, SSAS 2008, SSIS, Oracle E-Business Suite, Oracle R12 Financials, Project Planning, Visio, PL/SQL, T-SQL, Software Project..., Agile Methodologies, SDLC, Database Design, Oracle Discoverer 10g, Time Management, UML, Scrum, Crystal Reports, Gap Analysis, Current State Assessment, Mortgage Lending, Process Modeling, Proposal Writing, Oracle, MS Project, IT Strategy, Business Process Design, Agile Project Management, Systems Analysis, SQL, Enterprise Architecture, Project Management, User Acceptance Testing, ETL, Integration, Solution Architecture, Data Migration, Business Process, Data Modeling, Business Requirements, Databases, SharePoint, Data Warehousing, SOA, Dodd-Frank

Education
Drexel University
Master’s Degree, Information Systems

University of Mumbai
Bachelor’s Degree, Computer Engineering

Paul KenyonPaul Kenyon New York, New York
Morgan Stanley Years January 2006 - October 2006
Job Managing Director, Transaction Services U.S Equities, NASDAQ OMX
Industry Financial Services
Experience
NASDAQ   October 2012 - Present
NASDAQ   December 2009 - October 2012
Hanley & Associates   June 2008 - December 2009
Morgan Stanley   January 2006 - October 2006

Skills
Economics, Research, Equities, Excel, Market Structure, Accounting, Microsoft Office, Databases, Statistics, Customer Relations, Corporate Finance, Financial Analysis, Capital Markets, Microsoft Excel, Trading, Market Data, Financial Markets, Equity Trading, High Frequency Trading, Electronic Trading

Education
Drew University   2004 — 2008
economics, money banking and finance

Steven J Vitale CFA ®, CFP®Steven J Vitale CFA ®, CFP® Greater New York City Area
Morgan Stanley Years October 1998 - September 2008
Job CFA, CFP Financial Advisor UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Wealth Management   September 2008 - Present
Morgan Stanley   October 1998 - September 2008

Education
CFA Institute   2006 — 2009
CFA Designation, Financial Analyst

Hofstra University   2002 — 2005
MBA, Finance

CW Post College of Financial Planning   1999 — 2002
CFP Designation, Portfolio Management

Dowling College   1990 — 1995
BBA, Marketing, Economics

Allison McCordAllison McCord Hoboken, New Jersey
Morgan Stanley Years November 2013 - March 2015
Job
Industry Financial Services
Experience
Société Générale   March 2015 - Present
Morgan Stanley   November 2013 - March 2015
Morgan Stanley   September 2012 - November 2013
Strategic Advisory Group   May 2010 - July 2012

Skills
Series 7, Series 63, Outlook, Equity Derivatives, Structured Products, Markitwire, Bloomberg, Swapswire, Structured Notes, Structured Documentation, Microsoft Excel, Strategic Planning, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, FINRA, Mainframe, Summit, Java, English, Windows, Research, HTML, Negotiation

Education
Drew University   2007 — 2011
Bachelor's degree, Economics and Computer Science

David McIntyreDavid McIntyre New York, New York
Morgan Stanley Years 1993 - 1996
Job CTO, Build America Mutual
Industry Capital Markets
Experience
Build America Mutual Assurance Company   November 2011 - Present
BlackRock   June 2007 - October 2011
Iris Financial Engineering   June 2005 - May 2007
Credit Suisse   July 2004 - June 2005
Orbis Financial   May 2003 - July 2004
BlackRock   1996 - 2003
Morgan Stanley   1993 - 1996
IBM   1992 - 1994

Skills
SDLC, Software Development, Software Engineering, Databases, Java, Agile Methodologies, Fixed Income, Risk Management, Perl, Architecture, Enterprise Architecture, ITIL, Scalability, Security, Process Improvement, Requirements Analysis, Unix, SQL, Distributed Systems, Enterprise Software, Shell Scripting, Analytics, Solaris, System Architecture, Spring, Software Project..., IT Strategy, Sybase, Integration, Trading Systems, Start-ups, SOA, Business Analysis, Data Modeling, Market Data, XML, Architectures, Linux, Application Architecture, Data Warehousing, Management, Cloud Computing, Agile Project Management, Java Enterprise Edition, Software Design, Database Design, Scrum, Web Services

Education
Rensselaer Polytechnic Institute   1986 — 1992
PhD, Computer Science

Drew University   1982 — 1986
BA, Computer Science and Physics

Westfield Senior High School   1979 — 1982

Kristen CapriottiKristen Capriotti Greater Philadelphia Area
Morgan Stanley Years June 2013 - August 2013
Job Intern at Philadelphia Court of Common Pleas, Complex Litigation Center
Industry Law Practice
Experience
Philadelphia Court of Common Pleas, Complex Litigation Center   May 2015 - Present
Revivals Boutique   May 2014 - August 2014
Your Holiday Home Abroad   January 2014 - August 2014
Morgan Stanley   June 2013 - August 2013

Skills
Customer Service, Microsoft Excel, Finance, Microsoft Word, Microsoft Office, PowerPoint, Political Science, Time Management, Oral & Written..., Customer Acquisition, Social Media, Team Leadership, Money Guide Pro, Organization, LexisNexis, Westlaw, Communication, Facebook, Teamwork

Education
Drexel University   2014 — 2017
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law

Saint Joseph's University - Erivan K. Haub School of Business   2010 — 2014
Bachelor of Science (BS), Finance, General

Avani PatelAvani Patel Washington D.C. Metro Area
Morgan Stanley Years April 2006 - May 2008
Job Quality Assurance Manager at Emagine IT, Inc.
Industry Information Technology and Services
Experience
Emagine IT, Inc.   September 2013 - Present
Emagine IT   March 2013 - September 2013
Achieve Beyond   November 2011 - December 2012
Infinite Computer Solutions   July 2011 - November 2011
Infinite Computer Solutions   September 2008 - June 2011
Morgan Stanley   April 2006 - May 2008

Skills
Project / Business..., Procedure Development, Corporate Contract..., Process Management, Quality Assurance, Process Improvement, CRM, Business Process, Integration, Strategy, Change Management, Project Management, Management, Business Process..., SDLC, Analysis, Program Management, Requirements Analysis, Training

Education
Drexel University   2001 — 2006
Bachelor of Business Administration (BBA), Dual Concentration: Finance & Marketing

CMMI Training

Eric PontrelloEric Pontrello Philadelphia, Pennsylvania
Morgan Stanley Years September 2014 - December 2014
Job Recent Graduate from Drexel University's LeBow College of Businsss
Industry Financial Services
Experience
Morgan Stanley   September 2014 - December 2014
North Star Resource Group   April 2013 - September 2013
Wells Fargo Advisors   April 2008 - January 2010

Skills
CRM, Microsoft Excel, PowerPoint, Customer Service, Leadership, Marketing, Finance, Sales, Financial Analysis, Microsoft Office, Banking, Microsoft Word, Event Planning, Management, Teamwork, Financial Services, Time Management, Research

Education
Drexel University   2012 — 2015
Bachelor of Science (BS), Business Administration and Management, General, Major GPA: 3.75 / Cumulative GPA: 3.0

Burlington County College   2009 — 2012
Associate of Science (AS), Business Administration and Management, General, Cumulative GPA: 3.1

Cherokee High School   2005 — 2009

Albert MuiAlbert Mui Greater New York City Area
Morgan Stanley Years June 2003 - July 2004
Job Independent Consultant Low Latency Network at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse   June 2012 - Present
Nomi   2015 - 2015
Nomi   2015 - 2015
NASDAQ OMX   October 2011 - May 2012
CSC for UBS   February 2011 - October 2011
TUDOR INVESTMENT CORPORATION   October 2008 - February 2011
Trafelet & Company   March 2007 - October 2008
New York Mercantile Exchange   July 2004 - February 2007
Morgan Stanley   June 2003 - July 2004
JPMorgan Chase   August 2001 - May 2003

Skills
Networking, Data Center, Vendor Management, Infrastructure, Market Data, Disaster Recovery, Trading Systems, Telecommunications, Low Latency, Unix, Security, IT Management, Virtualization, Electronic Trading, Enterprise Architecture, Trading, Firewalls, Network Design, Network Engineering, Network Architecture, Network Security, Routing, Cisco Technologies

Education
Drexel University   1990 — 1995
BS in Electrical Engineering, Electrical and Computer Engineering

North Carolina State University
Master of Engineering, Network Telecommunication

Jesse MarkJesse Mark Greater Boston Area
Morgan Stanley Years December 2012 - May 2013
Job Associate at BNY Mellon
Industry Investment Management
Experience
BNY Mellon   December 2013 - Present
Tennis Tutor Co.   May 2006 - Present
Whitebox Advisors LLC   August 2013 - November 2013
Morgan Stanley   December 2012 - May 2013
Morgan Stanley   January 2012 - July 2012
Delaware Investments, a member of the Macquarie Group   March 2010 - September 2010
Group One Trading, LP   September 2009 - March 2010
Delaware Investments, a member of the Macquarie Group   June 2008 - September 2009

Skills
Trading, Mutual Funds, Options, FX Options, Bloomberg, Equities, Fixed Income, Securities, Investments, Asset Managment, Portfolio Management, Financial Analysis, Risk Management, Derivatives, Asset Management, Equity Research, Equity Derivatives, Alternative Investments, FINRA, Commodity, Hedge Funds, Finance, Financial Modeling, Entrepreneurship, Financial Markets

Education
Drexel University   2007 — 2011
Bachelors of Science in Business Administration, Finance, Economics, Entrepreneurship, Magna

Drexel University - LeBow College of Business   2007 — 2011
Bachelors of Science in Business Administration, Finance, Economics & Entrepreneurship

Clark LemonsClark Lemons Greater Los Angeles Area
Morgan Stanley Years May 2013 - September 2013
Job Investment Banking Summer Analyst at FocalPoint Partners, LLC
Industry Investment Banking
Experience
FocalPoint Partners, LLC   May 2015 - August 2015
Burkenroad Reports   January 2015 - May 2015
Emerging Strategy   June 2014 - August 2014
Morgan Stanley   May 2013 - September 2013

Skills
Financial Modeling, Bloomberg, Equities, Valuation, Bloomberg Terminal, Alternative Investments, Capital Markets, Derivatives, Equity Research, Fixed Income, Securities, Investment Banking, Hedge Funds, Options, Microsoft Office, Microsoft Excel, PowerPoint, Chinese, Microsoft Word, Finance

Education
Tulane University   2012 — 2016
Major: Finance Chinese Language

Donghua University   2014 — 2014
Study Abroad, Chinese Studies

Calabasas High School   2008 — 2012

Gregory YakymivGregory Yakymiv Greater Philadelphia Area
Morgan Stanley Years April 2012 - April 2014
Job FACT student
Industry Health, Wellness and Fitness
Experience
Morgan Stanley   April 2012 - April 2014
Drexel University   September 2010 - December 2010
Vantage Point Advisors, Inc   April 2010 - September 2010

Skills
Investments, Securities, Financial Modeling, Portfolio Management, Valuation, Strategic Financial..., Mutual Funds, Equities, Factset, Series 7, Derivatives, Financial Analysis, Asset Allocation, Asset Management, Fixed Income, Series 63, Series 65, Wealth Management, Microsoft Excel, Risk Management, Financial Services

Education
Thomas Jefferson University   2015 — 2016
Bachelor of Science (B.S.), Nursing

Montgomery County Community College   2014 — 2015

Drexel University   2007 — 2011
BSBA, Finance & Accounting

CFA Level 3 Candidate
June 2014

Kelly BartockKelly Bartock Greater Philadelphia Area
Morgan Stanley Years 2004 - 2005
Job Manager, Human Resources
Industry Apparel & Fashion
Experience
Liz Claiborne   2010 - 2010
Liz Claiborne   2007 - 2010
Liz Claiborne   2005 - 2007
Morgan Stanley   2004 - 2005
Banana Republic   2000 - 2002

Education
Saint Joseph's University - Erivan K. Haub School of Business   2002 — 2004
M.S. Human Resource Management, HR

Drexel University   1998 — 2002
B.S. Design & Merchandising

Amit RawalAmit Rawal Greater New York City Area
Morgan Stanley Years 2004 - 2008
Job Merger Integration / Separation Advisory Professional
Industry Financial Services
Experience
KPMG   April 2011 - Present
Morgan Stanley Smith Barney   2008 - April 2011
Morgan Stanley   2004 - 2008
Accenture   2000 - 2003

Skills
Merger Integration, Project Management, Synergy, Transaction Advisory, Acquisition Integration, Integration, Program Management, Private Equity, Finance, Management, PMO, Financial Services, Mergers & Acquisitions

Education
Dowling College   2004 — 2006
MBA

Stevens Institute of Technology   1996 — 2000
BE

Brad KarduxBrad Kardux Greater Philadelphia Area
Morgan Stanley Years April 1985 - May 1994
Job Independent Accounting Professional
Industry Accounting
Experience
Bluemews Russian Blue Kittens   2000 - 2012
Bucks County Free Library System   1997 - October 2010
Morgan Stanley   April 1985 - May 1994
Deloitte & Touche Tax Technologies   1983 - 1985

Skills
Budgets, Microsoft Office, Retail, Strategic Planning, Account Management, Customer Service, Accounting, Real Estate, CPA, Non-profits, Business Analysis, Project Management, Management, Nonprofits, Healthcare

Education
Drake University   1978 — 1982
BSBA Accounting, Accounting, Tax, Audit

NYU Stern School of Business
MBA Program, no degree earned

Daniel NeedhamDaniel Needham Greater New York City Area
Morgan Stanley Years November 2010 - August 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2012 - Present
The Guardian Life Insurance Company of America   November 2011 - December 2012
Morgan Stanley   November 2010 - August 2011
Happy Families International Center   March 1999 - November 2010
Central Hudson Gas & Electric   July 1998 - March 1999
Central Hudson Gas & Electric   June 1993 - July 1998
Central Hudson Gas & Electric   May 1987 - June 1993
USAF   August 1980 - May 1986

Skills
Investments, Strategic Financial..., Fixed Income, Capital Markets, Equities, Financial Services, Disability Insurance, Retirement

Education
Dowling College   2000 — 2001
MBA, Finance & Banking

Mount Saint Mary College   1995 — 1998
BS, Business Administration and Accounting

Frazier Caner, CFPFrazier Caner, CFP Greenwich, Connecticut
Morgan Stanley Years September 2002 - December 2010
Job Managing Director at Fieldpoint Private
Industry Investment Management
Experience
Fieldpoint Private   December 2010 - Present
Morgan Stanley   September 2002 - December 2010
Bankers Trust Private Bank   September 2000 - September 2002
Fleet Bank   January 1993 - September 2000

Education
Drexel University   1983 — 1985
MBA, Corporate Finance

Middlebury College   1977 — 1981
BA, Economics

Lakeside School   1971 — 1977
High School

Paul PannkukPaul Pannkuk Greater New York City Area
Morgan Stanley Years September 1991 - January 2005
Job Sovereign and Global Risk Advisor/Private Equity Investment Strategist
Industry Capital Markets
Experience
Paul A. Pannkuk Associates, LLC   June 2005 - Present
Morgan Stanley   September 1991 - January 2005
Standard & Poor's   September 1987 - September 1991
The World Bank   January 1979 - June 1980

Education
Drake University   1970 — 1972
MA, International Economics/Foreign Policy

Drake University   1966 — 1970
BA, Economics/Political Science

Daphnee B. Pierre, MBADaphnee B. Pierre, MBA Greater New York City Area
Morgan Stanley Years March 2011 - April 2013
Job Manager of Finance and Accounting
Industry Financial Services
Experience
FilmNation Entertainment   August 2015 - Present
Viacom International Media Networks-MTV   April 2013 - August 2015
Morgan Stanley   March 2011 - April 2013
IPG-Mediabrands   April 2009 - October 2010
OMD-Omnicom Company   April 2007 - April 2009
George Weston Bakeries   June 2005 - April 2007

Skills
MS Office Suite, Cognos, Hyperion, nVision, Hyperion Enterprise, Sales, Microsoft Office, PeopleSoft, Financial Analysis, Forecasting, Budget, Accounting, Financial Reporting, Variance Analysis, Strategic Financial..., Financial Modeling, Microsoft Excel, Auditing, Sarbanes-Oxley Act, Strategic Planning, PowerPoint, Project Management, Managerial Finance, Budgets, Account Reconciliation, General Ledger, Business Analysis, Analysis, Consolidation, Accounts Payable, Strategy, Management, Finance, Leadership, Internal Controls, Financial Planning, Financial Services, Access, Financial Forecasting

Education
Dowling College   2010 — 2012
MBA, Finance, 3.8 GPA

Long Island University, C.W. Post Campus   2000 — 2004
Bachelor of Science, Finance, Management

Benjamin SchupakBenjamin Schupak Greater New York City Area
Morgan Stanley Years 2011 - 2011
Job Financial Technologist
Industry Financial Services
Experience
Bank in Brooklyn   September 2013 - Present
freelance   January 2005 - Present
Citco Fund Services   December 2012 - August 2013
Riskcare   November 2010 - November 2012
Barclays Capital   2012 - 2012
Morgan Stanley   2011 - 2011
RBC Capital Markets   2011 - 2011
Ernst & Young   December 2005 - November 2010
Synectics for Management Decisions, Inc   2000 - 2005
Proteus   2001 - 2001

Skills
Microsoft SQL Server, SQL, XML, C#, Web Development, Visio, Data Warehousing, Programming, Java, HTML, PHP, CSS, JavaScript, ASP, SSIS, SSRS, Eclipse, Visual Studio, T-SQL, MySQL, Database Design, Requirements Analysis, SDLC, Agile Methodologies, Software Development, Business Analysis, Enterprise Architecture, Unix, Scrum, IT Strategy, Web Applications, Databases, Bootstrap

Education
Rutgers, The State University of New Jersey-Newark   2008 — 2011
Masters, MBA Finance

The George Washington University   2000 — 2003
Masters, Computer Science

Drew University   1995 — 1999
BS, Computers, Psychology, Studio Art

Ethical Culture Fieldston School   1989 — 1995

David OldhamDavid Oldham Greater Philadelphia Area
Morgan Stanley Years December 2014 - Present
Job Associate, Attorney, Adjunct Professor
Industry Financial Services
Experience
Morgan Stanley   December 2014 - Present
Drexel University   October 2010 - Present
David Oldham, Esquire   October 2009 - November 2014
Drexel University   July 2003 - August 2006

Skills
Higher Education, Research, Legal Research, Legal Writing, Teaching, Employment Law, Policy, Academia, Westlaw, Higher Education..., Criminal Defense, Public Policy, Public Speaking, E-Learning, Student Affairs, Criminal Law, Intellectual Property, Student Development, Finance, Investment Management..., Investment Advisers Act..., Regulatory Compliance, Anti-Money Laundering, Academic Advising, Program Development, Community Outreach, Nonprofits, Microsoft Office, Grant Writing, Leadership, Organizational..., Qualitative &..., Legal Compliance

Education
Drexel University   2006 — 2009
J.D.

Drexel University   2006 — 2009
M.S., Higher Education Administration and Organizational Management

Drexel University   2001 — 2004
M.A., Creative Arts in Therapy

The University of the Arts   1997 — 2001
B.M., Music

Elijah KimaniElijah Kimani Washington, District Of Columbia
Morgan Stanley Years March 2012 - September 2012
Job Research Analyst, International Monetary Fund
Industry Financial Services
Experience
International Monetary Fund   April 2015 - Present
J.P. Morgan   July 2014 - April 2015
Australian Stock Report   May 2013 - September 2013
Morgan Stanley   March 2012 - September 2012
JPMorgan Chase   June 2011 - September 2011
JPMorgan Chase   March 2011 - May 2011
Drexel University Office of Undergraduate Admissions   October 2009 - March 2011

Skills
Finance, Microsoft Excel, Microsoft Office, Accounting, Analysis, Economics, Data Analysis, Research, Time Management, Management, Microsoft Word, Financial Analysis, Account Reconciliation, Spreadsheets, Teamwork, Fixed Income, Investment Banking, Analytics, C++, Python, SAS programming

Education
Drexel University   2009 — 2014
BS Economics, BA Mathematics, 3.7

Alliance High School - Kenya   2004 — 2007
High School Diploma

Stephanie Hartmann, CAMS, CFEStephanie Hartmann, CAMS, CFE Miami/Fort Lauderdale Area
Morgan Stanley Years 2006 - 2008
Job CCO & AML CO at Private BD
Industry Financial Services
Experience
Private Company   August 2013 - Present
RRC Solutions, LLC   June 2011 - Present
Robert Half Management Resources   June 2013 - July 2013
Crowe Horwath   May 2013 - June 2013
ITA Financial Services   January 2012 - October 2012
Intercam Securities, Inc and Intercam Advisors, Inc.   January 2009 - June 2011
Morgan Stanley   2006 - 2008
Stone Ridge Consulting, Inc.   2001 - 2006

Skills
AML, KYC, Securities, FINRA, Risk Management, Financial Risk, Series 63, Management, Bank Secrecy Act, USA PATRIOT Act, Financial Regulation, Business Intelligence, Microsoft Office, OFAC, Due Diligence, Series 24, Banking, Series 7, Regulations, Financial Services, Compliance, Analysis, Operational Risk, Operational Risk..., Fraud, Actimize, Communication, Auditing, Accounting, Anti Money Laundering, Asset Management, MS Office Suite, netx 360, Morcom System, JPMCC, Salesforce.com user, Assentor, Web CRD

Education
NYIT   2004 — 2006
MBA

Drake University   1982 — 1986

Nabil ShadmanNabil Shadman Greater New York City Area
Morgan Stanley Years June 2015 - August 2015
Job Wealth Management Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   June 2015 - August 2015
Sunoco   March 2014 - September 2014
Mayor's Office of New Urban Mechanics, City of Philadelphia   September 2012 - March 2013
K.M. Haque, CPA, P.C.   July 2011 - September 2011

Skills
Leadership, Public Speaking, Research, Microsoft Excel, Microsoft Word, PowerPoint, Event Management, Microsoft Publisher, Strategic Planning, Social Media, Fundraising, Youth Training, Nonprofits, Entrepreneurship, Photoshop, Illustrator, QuickBooks, WordPress, Payroll Mate, Google Analytics, HTML, Stata, Econometrics

Education
Drexel University   2011 — 2016
Bachelor of Science in Economics, Minors: Mathematics & Finance

S.F.X. Greenherald International School   1997 — 2011
Cambridge GCE AS/ A Level, Physics, Mathematics, Economics, Business Studies, and Accounting

Jigyna PatelJigyna Patel Boise, Idaho Area
Morgan Stanley Years February 2001 - November 2001
Job JBS RN Supervisor at AmeriBen/IEC Group
Industry Human Resources
Experience
AmeriBen · IEC Group   May 2015 - Present
AmeriBen/IEC Group   July 2012 - Present
AmeriBen/IEC Group   December 2011 - July 2012
St. Luke's Hospital   December 2009 - December 2011
St. Luke's Hospital   July 2008 - December 2009
The Methodist Hospital System   May 2007 - May 2008
Morgan Stanley   February 2001 - November 2001

Skills
Nursing, Telemetry, Coaching, Healthcare, Disease Management, Hospitals, Leadership, Healthcare Information..., Managed Care, Healthcare Management, Inpatient, BLS, Patient Safety, Clinical Research, HIPAA

Education
Drexel University
Bachelor's degree, Registered Nursing/Registered Nurse

Pace University
Bachelor of Business Administration (B.B.A.), Finance, General

Stephanie ShawStephanie Shaw Greater New York City Area
Morgan Stanley Years May 2005 - May 2011
Job Director of Professional Development/Talent Management
Industry Financial Services
Experience
BlackRock   May 2011 - Present
Morgan Stanley   May 2005 - May 2011
Medco   2000 - 2005
Usertech   1994 - 2001
Telcordia   April 1999 - April 2000

Skills
Talent Management, Instructional Design, Leadership Development, Organizational..., Change Management, Performance Management, Learning Management, Training Delivery, Program Management, E-Learning, Vendor Management, Succession Planning, Learning Management..., Training, Organizational...

Education
Stevens Institute of Technology   1999 — 2001
MS, Technology Management

Drew University   1989 — 1993
BA, Behavioral Science, Writing

Eastern HS   1985 — 1989

Sean GannonSean Gannon Des Moines, Iowa Area
Morgan Stanley Years October 2000 - December 2011
Job Filmmaker and Desktop Publisher
Industry Writing and Editing
Experience
Iowa Democratic Party   September 2014 - November 2014
Moelis & Company   June 2013 - September 2014
AllAccess.com   October 2012 - November 2012
Morgan Stanley   October 2000 - December 2011
"3 Tunnels 2 Hell" (formerly "Serenity Farm")   November 2010 - December 2010
Something Blue (feature film)   January 2009 - January 2009
American Media, Inc   January 1994 - January 1998
Outdoor Encounters   January 1991 - January 1992

Skills
Video, Editing, Screenwriting, Film, Creative Writing, Copywriting, Film Production, Proofreading, Videography

Education
Florida State University   1992 — 1994
Master of Fine Arts (MFA), Film

Drake University   1987 — 1991
Bachelor of Fine Arts (BFA), Theater Arts, cum laude; Minor in Journalism

Deborah J. Smith, CRCMDeborah J. Smith, CRCM Greater New York City Area
Morgan Stanley Years April 2004 - April 2005
Job Residential and Commercial Lending Compliance and Audit; Strategic Analyst in Underwriting, Servicing & Lending Ops
Industry Banking
Experience
McGladrey LLP   July 2014 - November 2014
Consulting Services   January 2010 - July 2013
Consultant   January 2009 - January 2012
Jefferson Wells   May 2009 - January 2010
P &G Associates   December 2005 - March 2008
Istithmar PJSC   March 2007 - May 2007
Mortgage Professionals, Inc.   January 2004 - December 2005
Morgan Stanley   April 2004 - April 2005
Somerset Hills Bank   March 2003 - October 2003
Washington Mutual   May 2002 - March 2003

Skills
Underwriting, Servicing, Compliance, Quality Assurance, Credit, Mortgage, Loans, Mortgage Lending, Credit Risk, Fraud, Risk, Risk Management, Banking, Risk Mitigation, Portfolio Management, Internal Audit, Due Diligence, Commercial Banking, AML, Audit, Risk Assessment, Mortgage Underwriting, Risk Analysis, Executive Management, Auditing, Loss Mitigation, Loan Origination, Credit Analysis, Operational Risk, Operational Risk..., Internal Controls, Financial Risk, Mergers & Acquisitions, Financial Analysis, Financial Services, Process Improvement, Finance, Financial Modeling, Structured Finance, Loan Servicing, Sarbanes-Oxley Act, Enterprise Risk..., Analysis, Business Analysis, Management, Valuation, Credit Cards, Insurance, Strategy, Accounting

Education
American Bankers Association
CRCM

Avtech Technical Institute   2008 — 2009

Raritan Valley Community College   2008 — 2008

Drew University   1977 — 1982
BA

Anita NijhawanAnita Nijhawan Greater Philadelphia Area
Morgan Stanley Years January 2012 - July 2012
Job Vice President at TD Bank
Industry Financial Services
Experience
TD   August 2012 - August 2015
Morgan Stanley   January 2012 - July 2012
Morgan Stanley   June 2010 - January 2012
Davies Consulting Inc   December 2008 - December 2009
Microsoft Research   May 2008 - June 2008
Crown Partners   February 2006 - February 2007
First Consulting Group   May 2004 - February 2006
Merck/Schering-Plough Pharmaceuticals   October 2003 - May 2004

Skills
Industry Analysis, Financial Modeling, Business Intelligence, Change Management, New Business Development, Business and Technology..., Project Management, Risk Management, Process Reengineering, Management Reporting, Competitive Analysis, QlikView, Management, SDLC, IT Strategy, Strategy, Cognos, Access, Metrics, Business Process, Integration, Analysis, Pre-sales, Business Process..., Program Management, Business Strategy, Business Analysis

Education
Indian School of Business   2007 — 2008
MBA, Strategy & Leadership; Entrepreneurship

Drexel University   1998 — 2003
BS, Computer Science

Will Vattananun, MS, PMP, CHTS-IMWill Vattananun, MS, PMP, CHTS-IM Greater New York City Area
Morgan Stanley Years 2004 - 2008
Job Director of Communications at PMI Bangkok Chapter (volunteer)
Industry Information Technology and Services
Experience
United States Department of Defense   2009 - Present
Project Management Institute - PMI Bangkok Chapter (www.pmithai.org)   January 2014 - Present
SeniorNet   May 2011 - Present
Soft Stuff, Inc. - Long Island, New York   October 2008 - October 2010
Morgan Stanley   2004 - 2008
Morgan Stanley   2000 - 2004
Reed Business Information   1999 - 2000
Lord, Abbett & Co. LLC   1998 - 1998
Capital Group   1997 - 1998
Bay Medical Supply Company   1992 - 1997

Skills
VMware, Active Directory, Virtualization, Disaster Recovery, Business Continuity..., Team Building, PMP, Team Leadership, Microsoft Office, Change Management, Software Project..., Integration, Process Improvement, Project Planning, Public Speaking, Security, Foreign Languages, Testing, Planning, MS Project, Problem Solving, Strategic..., Technical Communication, Technical Leadership, Microsoft Exchange, Strategic Planning, Technical Translation, Interpreter, Cross-functional Team..., Networking

Education
New York University   2004 — 2006
Masters, Strategy and Leadership

Drexel University   1989 — 1992
B.S., Information Science

Leo MihalkovitzLeo Mihalkovitz Greater New York City Area
Morgan Stanley Years August 2011 - March 2014
Job Regional Manager & Coach at Super Duper Tennis, LLC
Industry Sports
Experience
Super Duper Tennis, LLC   November 2014 - Present
Tennis Lessons by Leo   April 2014 - Present
Morgan Stanley   August 2011 - March 2014
Morgan Stanley   June 2007 - August 2011

Skills
Fixed Income, Series 7, Equities, Hedge Funds, Derivatives, Capital Markets, Securities, Bloomberg, Trading, Financial Analysis, Microsoft Excel, Investments, Alternative Investments

Education
Drew University   2003 — 2007
Bachelor of Arts (B.A.), Economics

Advait PandyaAdvait Pandya Greater New York City Area
Morgan Stanley Years April 2014 - February 2015
Job Analyst at Barclays
Industry Financial Services
Experience
Barclays Investment Bank   February 2015 - Present
Morgan Stanley   April 2014 - February 2015
J.P. Morgan   July 2013 - April 2014
Draeger   September 2011 - March 2012
Drexel Business Services   September 2010 - March 2011

Skills
Microsoft Excel, Budgets, Finance, Access, Microsoft Office, Accounting, SAP, PowerPoint, Account Reconciliation, Financial Analysis, Teamwork, Outlook, Microsoft Word, Analysis, Auditing, Time Management, Leadership, Data Analysis, Risk Management, Bloomberg Terminal, Marketing, Customer Service, Project Management, Research, Public Speaking, Photoshop, Process Improvement, Financial Modeling, Forecasting, Business Analysis, Corporate Finance, Strategic Planning, Market Research, Financial Reporting, Event Planning, Variance Analysis, Sarbanes-Oxley Act, General Ledger, Financial Accounting, Internal Controls, Economics, Invoicing

Education
Drexel University   2009 — 2013
BSBA, Finance and Legal Studies

Brian LeBrian Le Greater New York City Area
Morgan Stanley Years March 2015 - Present
Job Institutional Client Onboarding at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   March 2015 - Present
Drexel University's LeBow College of Business   September 2014 - March 2015
BlackRock   April 2014 - September 2014
Sunoco   April 2013 - September 2013
Cescaphe Event Group   August 2010 - April 2013
Drexel University's LeBow College of Business   September 2012 - February 2013

Skills
Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Fluent in Vietnamese, Community Outreach, Fluent in English, Leadership Development, Fundraising, Event Planning, Customer Service, Time Management, Data Analysis

Education
Drexel University   2011 — 2016
Bachelor's Degree, Finance, Economics & International Business, Junior

Joe HolleranJoe Holleran Greater New York City Area
Morgan Stanley Years June 2014 - August 2014
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Blackpeak Group   February 2015 - May 2015
Morgan Stanley   June 2014 - August 2014
Spire Investment Partners   January 2014 - May 2014
World First   August 2013 - January 2014
Bluebird Asset Management   June 2013 - December 2013
The George Washington University Strategic Management & Public Policy Department   January 2013 - May 2013
Laverstoke Park   June 2012 - July 2012
CBOE   May 2012 - May 2012
Striker Soccer Academy   July 2010 - August 2010

Education
Donghua University   2015 — 2015
Chinese Language and Economics

The George Washington University - School of Business   2011 — 2015
B.B.A, Finance, Minor in Mathematics, 3.85/4.0

Caterham School   2004 — 2011
A Levels, Mathematics; Economics; Spanish, A*; A*; B

Carl BudenskiCarl Budenski Des Moines, Iowa
Morgan Stanley Years February 2015 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   February 2015 - Present
Red Bull   September 2013 - Present
UnityPoint Health   June 2015 - August 2015
EMC Insurance Companies   May 2014 - August 2014
Drake University College of Business and Public Administration   August 2013 - May 2014
Carl's Yard Services   June 2012 - August 2013
Youth Enrichment League   February 2012 - August 2013
Principal Financial Group   May 2013 - May 2013
The Integer Group   February 2013 - February 2013
Hoffman's Cabinetry   January 2011 - February 2012

Skills
Time Management, Public Speaking, Teaching, Advertising, Sales Presentations, Microsoft Excel, PowerPoint, Interviews, Microsoft Word, Microsoft Office, Capital Budgeting, Risk Analysis, Investments, Wealth Management, Data Analysis, Presentations, Microsoft Outlook, Microsoft Access, Photoshop, SNL, Financial Modeling, Valuation, Equity Research, Business Development, Financial Analysis, Equity Valuation, Due Diligence

Education
Drake University   2012 — 2016
BSBA, Economics and Finance

Lakeville South High School   2008 — 2012
Sum Cum Laude

Curtis KappaufCurtis Kappauf Greater New York City Area
Morgan Stanley Years 2003 - 2005
Job Director of Business Development at Construction Risk Partners and Crisp Insurance Advisors
Industry Insurance
Experience
Construction Risk Partners   November 2014 - Present
Crisp Insurance Advisors   November 2014 - Present
SHG Financial Group   April 2006 - November 2014
Morgan Stanley   2003 - 2005
Goldman Sachs- SLK Hull Derivatives   2000 - 2004
Marsh   1999 - 2000

Skills
Life Insurance, Estate Planning, Business Succession, Insurance, Small Business, Property & Casualty..., Risk Management, Employee Benefits

Education
Dowling College
BBA, Finance

The American College

Rick FishelRick Fishel Greater Denver Area
Morgan Stanley Years April 1992 - July 2009
Job CEO The Fishel Group, Inc.
Industry Financial Services
Experience
The Fishel Group, Inc. An Independent Firm   July 2009 - Present
Morgan Stanley   April 1992 - July 2009
A.G. Edwards and Sons   June 1985 - April 1992

Skills
Estate Planning, Portfolio Management, Wealth Management, Investments, Securities, Financial Services, Finance, Series 7, Asset Management, Asset Allocation, Alternative Investments, Mutual Funds, Management

Education
The University of Texas at Austin   1973 — 1974
BA, Political Science

Drake University   1971 — 1973
Transfered to The University of Texas, Political Science

Ladue High School   1968 — 1971

Wharton School, University of Pennsylvania
CIMA

Dom LewisDom Lewis Greater Philadelphia Area
Morgan Stanley Years June 2015 - Present
Job Associate at Morgan Stanley
Industry Business Supplies and Equipment
Experience
Morgan Stanley   June 2015 - Present
Morgan Stanley Smith Barney   August 2012 - June 2015
Procurian   November 2011 - August 2012
University of Pennsylvania   September 2010 - August 2011
Drexel University, Student Union   April 2009 - March 2011
University of Pennsylvania   March 2010 - September 2010
Howard University   2005 - 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Oracle E-Business Suite, SAP, Data Analysis, Data Entry, Report Writing, Procurement, Supervising, Hands-on Training, Pricing Analysis, Customer Satisfaction, Marketing

Education
Drexel University   2007 — 2011
Bachelor of Science, Business Administration; 2011; Operations Management and Legal Studies

Montgomery County Community College   2006 — 2007
Associates, Business Administration

Howard University   2005 — 2006
N/A, Business Management

Christopher MinorChristopher Minor Phoenix, Arizona Area
Morgan Stanley Years January 2005 - February 2008
Job Sr. LED Lighting Specialist
Industry Renewables & Environment
Experience
Truly Green Solutions   April 2013 - Present
MaxOn Technologies   August 2011 - May 2013
FetchBack Inc, an eBay company   January 2011 - August 2011
Clear Channel Outdoor   April 2010 - January 2011
New York Life   June 2008 - December 2009
Morgan Stanley   January 2005 - February 2008
Wachovia Securities   May 2000 - January 2005
JWGenesis Financial Corp.   November 1992 - May 2000

Skills
Account Management, CRM, Sales, Strategic Planning, Leadership, Marketing Strategy, New Business Development, Salesforce.com, Marketing, Sales Management, Online Advertising, Advertising, Digital Marketing, Sales Process, Negotiation, Business Strategy, Direct Marketing, Market Research, E-commerce, Budgets, Strategy, Management, Entrepreneurship, Lead Generation, Start-ups, Business Development, Competitive Analysis, B2B, Social Media Marketing, Online Marketing, Strategic Partnerships, Market Analysis, Market Planning, Sales Operations, Contract Negotiation, Marketing Management, Cold Calling, Selling, Analytics, Sales Presentations, Product Marketing, Integrated Marketing, Direct Sales

Education
Drake University   1988 — 1992
BS, Finance

Valley High School

Emma JinEmma Jin Arlington, Virginia
Morgan Stanley Years June 2014 - August 2014
Job MSF
Industry Financial Services
Experience
Morgan Stanley   June 2014 - August 2014
Joint Venture Investment Bank-BIG MAKER Limited   October 2011 - September 2012
CHINA GALAXY SECURITIES   June 2011 - August 2011
SHOULIAN DISCOUNTED COMMERCIAL, LTD.   June 2009 - August 2009

Skills
Microsoft Excel, Microsoft Office, SPSS, Research, Marketing, PowerPoint, Leadership, Microsoft Word, Photoshop, Social Media, Trading, Teamwork, Public Speaking, Communication, Financial Analysis, Data Analysis

Education
Drexel University   2012 — 2014
Finance, Master's degree(3.9)

University of Bedfordshire   2008 — 2011
Marketing, Bachelor's degree(second class-higher degree)

Seth M. Amdur, CRPC®Seth M. Amdur, CRPC® Florham Park, New Jersey
Morgan Stanley Years September 2004 - August 2009
Job Financial Advisor to Oil & Gas Industry Professionals
Industry Financial Services
Experience
UBS   February 2014 - Present
Wyndham Worldwide / RCI   January 2013 - July 2013
Walt Disney World   June 2011 - January 2012
Morgan Stanley   September 2004 - August 2009

Education
College for Financial Planning   2015 — 2015
Chartered Retirement Planning Counselor

Rollins College - Crummer Graduate School of Business   2010 — 2011
MBA, Finance and Management

Drew University   2001 — 2005
B.A, Political Science; Economics; Business Management

Livingston High School   1996 — 2000

Dillon GravenstineDillon Gravenstine Lumberton, New Jersey
Morgan Stanley Years July 2013 - September 2014
Job Honors Drexel Lebow Student Studying Finance and Economics, Private Equity
Industry Financial Services
Experience
Millennial Investment Group   January 2015 - Present
Morgan Stanley   July 2013 - September 2014
Colonial Gardens Landscaping Co.   June 2012 - August 2012

Skills
Finance, Leading Development..., Mathematics, World Literature, Ice Hockey, Time Management, Leadership, Customer Service, Microsoft Excel, Microsoft Word, Marketing, Strategic Planning, Team Leadership, Management, Financial Analysis, Public Speaking, Sales, Microsoft Office, PowerPoint

Education
Drexel University   2014 — 2019
Finance B.A. and Economics B.S., 4.0 GPA

Drexel University   2014 — 2019

St. Augustine Preparatory School   2009 — 2013
High School Diploma, Regular/General High School/Secondary Diploma Program

Eileen FrohmanEileen Frohman Greater New York City Area
Morgan Stanley Years January 1994 - January 2001
Job Regional Vice President at John Hancock Funds
Industry Financial Services
Experience
John Hancock Funds   June 2012 - Present
Merrill Lynch   September 2001 - April 2012
2004 - March 2012   January 2001 - January 2004
Merrill Lynch   January 1998 - January 2001
Morgan Stanley   January 1994 - January 2001

Skills
Investments, Strategic Financial..., Wealth Management, Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Microsoft Word, Asset Allocation, Finance, Portfolio Management, Insurance, Series 7, Financial Advisory, Uniform Combined State..., Business Development, Mutual Funds, Alternative Investments, Series 63, Wealth Management..., Asset Management, Investment Advisory, Securities, Equities, Retirement Planning, Investment Strategies, Fixed Income, Financial Services, Hedge Funds

Education
Dowling College   1988 — 1992
Bachelor of Science, Finance

Sarah TunnellSarah Tunnell Pittsburgh, Pennsylvania
Morgan Stanley Years June 2015 - Present
Job Risk Infrastructure Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   June 2015 - Present
Midtown Athletic Clubs   February 2012 - May 2015
Caregiver   2010 - May 2015
Hillel University Center   October 2014 - April 2015
Bright Horizons   January 2014 - April 2015
Atlas College Marketing Group, Inc.   August 2014 - September 2014
University of Pittsburgh   May 2014 - May 2014

Skills
Microsoft Office, PowerPoint, Business Ethics, Business Communications, Microsoft Excel, Time Management, Organization Skills, Event Planning, Leadership, Microsoft Word, Public Speaking, Customer Service, Social Media, Social Networking

Education
University of Pittsburgh   2013 — 2017
Bachelor of Science, Business Administration, GPA: 3.5

Donghua University   2015 — 2015
Chinese, Modern Chinese History

Brighton High School   2009 — 2013

Andrea MetcalfAndrea Metcalf Austin, Texas
Morgan Stanley Years 1996 - 1998
Job Business Development / Operations / Marketing
Industry Management Consulting
Experience
896 West Beach   2012 - 2015
Austin Habitat for Humanity   2009 - 2011
MetLife   August 2006 - December 2006
Hyperion Brookfield Asset Management   December 2004 - May 2005
Verizon   2002 - 2004
Verizon   2001 - 2002
Deltathree   2000 - 2001
Verizon / R.H. Donnelley   August 1999 - August 2000
Weil, Gotshal & Manges LLP   August 1998 - August 1999
Morgan Stanley   1996 - 1998

Skills
Marketing, Strategic..., Public Speaking, Research, Entrepreneurship, PowerPoint, Event Planning, Social Media, Marketing, New Business Development, Budgets, Business Development, Management, Leadership

Education
New York University   2004 — 2006
Master of Science (MS), Real Estate Finance & Development

Dowling College   1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General

Mount Holyoke College
Bachelor of Arts (B.A.), Political Science and Government

Silviya McVeighSilviya McVeigh Greater Philadelphia Area
Morgan Stanley Years January 2013 - May 2013
Job Sr. Sourcing Lead, Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson   July 2015 - Present
Smeal College of Business, Penn State University   August 2013 - May 2015
Morgan Stanley   January 2013 - May 2013
Morgan Stanley   February 2010 - December 2012
Siemens Healthcare   August 2007 - January 2010

Skills
Competitive Analysis, Market Research, Management, Commodity, Finance, Accounting, Competitive Intelligence, International Business, Financial Analysis, Derivatives, Corporate Finance, Valuation, Natural Gas, Electricity, Futures, Forwards, Leadership, Strategy, Communication, Healthcare, Due Diligence, Microsoft Excel

Education
Smeal College of Business, Penn State University   2013 — 2015
Master of Business Administration (MBA), Supply Chain, Finance, Strategic Leadership

Drexel University   2005 — 2009
BSBA, Marketing

Michael FuehrerMichael Fuehrer Greater New York City Area
Morgan Stanley Years December 2002 - March 2003
Job Relationship Manager at The Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon   October 2012 - Present
BNY Mellon   March 2004 - October 2012
Morgan Stanley   December 2002 - March 2003
Morgan Staney   March 2001 - December 2002
Bank of New York   March 1999 - March 2001
Bank of New York   April 1998 - March 1999
The Bank of New York   July 1997 - April 1998

Skills
Securities, Financial Services, Banking, Fixed Income, Management, Settlement, MS Office, SalesForce CRM, BNY Mellon Workbench

Education
Dowling College
Bachelor of Business Administration, Business Management

Chris PyneChris Pyne Los Angeles, California
Morgan Stanley Years November 1996 - March 2000
Job Sales Professional
Industry Medical Devices
Experience
Johnson & Johnson Vision Care   February 2013 - Present
AstraZeneca   April 2006 - March 2012
Paramount Pictures   October 2003 - March 2006
Creative Artists Agency   March 2001 - October 2003
PaineWebber   March 2000 - March 2001
Morgan Stanley   November 1996 - March 2000

Education
Drexel University   1991 — 1995
Bachelor of Arts & Sciences, History / Political Science

Brian DempseyBrian Dempsey Greater Denver Area
Morgan Stanley Years January 2013 - August 2014
Job Vail Resorts Management Company
Industry Human Resources
Experience
Vail Resorts   September 2014 - Present
Morgan Stanley   January 2013 - August 2014
Morgan Stanley   June 2011 - January 2013
Compensation Resources, Inc.   September 2008 - June 2011
immi   July 2007 - July 2008
US Trust   June 2006 - August 2006

Skills
Microsoft Excel, Microsoft Word, Deferred Compensation, Performance Management, Microsoft Office, PowerPoint, Marketing, Employee Benefits, Team Building, Customer Service, Sales, Project Management, Strategic Planning, Equities, Public Speaking, Research, Management, Finance, Financial Analysis, Executive Pay, Recruiting, Data Analysis, Analysis

Education
Drew University   2003 — 2007
BA, Economics, Business, Society & Culture

Rebecca ShouldersRebecca Shoulders Humble, Texas
Morgan Stanley Years June 1998 - December 2000
Job at
Industry Telecommunications
Experience
CenturyLink Cloud   September 2015 - Present
PCS-CTS   December 2012 - Present
Gyrodata Incorporated   October 2014 - November 2014
T-Mobile   2004 - 2011
Morgan Stanley   June 1998 - December 2000

Skills
Telecommunications, Network Administration, Technical Support, Operations Management, Computer Maintenance

Education
Everest University-Brandon   2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Computer Systems Networking and Telecommunications

Dover Business College   1997 — 1998
Associate's degree, Computer and Information Sciences and Support Services

Christopher BaekChristopher Baek New York, New York
Morgan Stanley Years April 2013 - September 2013
Job FX Sales Assistant at Barclays
Industry Investment Banking
Experience
Barclays Investment Bank   February 2015 - Present
The PFM Group   September 2014 - January 2015
Morgan Stanley   April 2013 - September 2013
Firstrust Financial Resources - Investment Department   May 2012 - March 2013
JPMorgan Chase & Co.   March 2011 - September 2011

Skills
Fixed Income, Equities, Trading, Accounting, Data Analysis, Bloomberg Terminal, Reconciliation, General Ledger, Investment Banking, Portfolio Management, Microsoft Excel, Korean, SAP, ETFs, Morningstar, Mutual Funds, Securities, Account Reconciliation, Derivatives, PowerPoint, Investments, Financial Analysis, Equity Research, Outlook, MBS, Swaps, Commodity, Word, Excel, Options, Financial Modeling, Valuation, Foreign Exchange

Education
Drexel University   2009 — 2014
Bachelor of Science in Business Administration, Finance & Economics

Northern Valley Regional High School Old Tappan   2005 — 2009

Roman JablonskyjRoman Jablonskyj Greater New York City Area
Morgan Stanley Years December 2013 - September 2014
Job Equity Derivatives Sales Assistant, HSBC
Industry Financial Services
Experience
HSBC   October 2014 - Present
Morgan Stanley   December 2013 - September 2014
Valeant Pharmaceuticals   June 2013 - July 2013
Oppenheimer & Co.   May 2012 - August 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Economics, Investments, SPSS, Research, Mutual Funds, Social Media, Data Analysis, Public Speaking, Social Networking, Customer Service, Equities

Education
Drew University   2010 — 2013
BA Business Studies

Anthony RiosAnthony Rios Greater New York City Area
Morgan Stanley Years February 2005 - July 2006
Job Staff at New York State Senate
Industry Financial Services
Experience
New York State Senate   March 2013 - Present
JP Morgan Chase   November 2011 - May 2012
Amalgamated Bank   July 2006 - February 2011
Morgan Stanley   February 2005 - July 2006
SIFMA   January 2000 - February 2005
Nomura Securities   March 1993 - January 2001
Smith Barney   January 1980 - March 1993

Skills
Fixed Income, Securities, Finance, Risk Management, Operational Risk, Corporate Actions, Settlement, Management, Trading, Business Analysis, Process Improvement, Financial Reporting, Investment Banking, Leadership, Portfolio Management, Back Office, Operational Excellence, Loans, Dividends, Bloomberg, Trading Systems, Reconciliation Position, Innovative Problem..., Sungard, Fixed Assets, Technology Integration, Efficiency Improvement, Cost Saving Initiatives, Operational Streamlining, System Improvements, Operations Expertise, Regulatory Expertise, Settlements, Procedures/Methods, Internal Audit, Regulatory Requirements, Financial Regulation, STP, Real-time Control, Strategic Planning, Dividend Reinvestment, Protocols, Plain English, Gap Analysis, Operations Management, Bank Reconciliation, Plain English..., Scrip writing and..., Reconciliation Suspense..., Problem Solver

Education
Dowling College
BA, Business

Stony Brook University

Emmy LambertEmmy Lambert New York, New York
Morgan Stanley Years June 2006 - May 2013
Job Account Executive at CapFlow Funding Group
Industry Financial Services
Experience
CapFlow Funding Group   May 2013 - Present
Morgan Stanley   June 2006 - May 2013
Estee Lauder Group of Companies   October 2005 - June 2006
Estee Lauder Group of Companies   February 2001 - October 2005

Education
Dowling College   2004 — 2006
Master of Business Administration (MBA), Corporate Finance

SUNY Stony Brook   1996 — 2000
Bachelor's degree, Psychology

Robert Bob FoersterlingRobert Bob Foersterling Greater Chicago Area
Morgan Stanley Years September 1994 - January 2009
Job Senior Vice President Investments at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc   January 2009 - Present
UBS   January 2009 - Present
Morgan Stanley   September 1994 - January 2009

Education
Wharton School of Business   1998 — 1998
Certified Investment Management Analyst

Drake University   1963 — 1968
B.S., Business/Economics

Lisa M. BennettLisa M. Bennett Rochester, New York Area
Morgan Stanley Years March 2012 - October 2012
Job Process Excellence and Change Enablement Consultant
Industry Management Consulting
Experience
Accenture   March 2015 - Present
Nike   November 2014 - March 2015
Bennett Consulting Partners   August 2011 - November 2014
Community Health Systems   June 2014 - September 2014
Valley Health   January 2014 - June 2014
Citizens Bank   June 2013 - January 2014
EY   December 2012 - April 2013
National Grid Energy Services   November 2012 - April 2013
Morgan Stanley   March 2012 - October 2012
Eagle Productivity Solutions   September 2011 - March 2012

Skills
Training, Leadership, Leadership Development, Organizational..., Change Management, Process Improvement, Management, Team Building, CRM, Strategic Planning, Instructor-led Training, Employee Relations, SharePoint, Visio, Customer Service, SAP, PowerPoint, Outlook, Microsoft Office, Microsoft Excel, Team Leadership, Team Management, MS Project, iPhone, Business Analysis, Product Development, Education, Knowledge Management, Lean Manufacturing, Operations Management, Excel, Adobe Creative Suite, Microstrategy, EHR, Business Management, Training &..., Operations, Youth Development, Mobile Technology, Corel Draw, Android Mobile Devices, Ipad, Lenovo Tablet, Atlas, Galaxy Micro Stategy, Innovative Software, ERP Software, EMR Training, Epic Systems, Medhost CPOE

Education
Rochester Institute of Technology   1999 — 2001
Green Belt, Lean Six Sigma Certification

Rochester Institute of Technology   1999 — 2001
MS, Human Resources & Organizational Development

State University of New York College at Brockport   1987 — 1990
BS, Communication; Broadcast Engineering

Drake University   1984 — 1986
Audiovisual Communications Technologies/Technicians

Gary West Side High School   1980 — 1984

Jim PicarellaJim Picarella Greater New York City Area
Morgan Stanley Years November 2006 - December 2009
Job Senior Manager Mail & Distribution Services at ISS/Barclays
Industry Management Consulting
Experience
ISS/Barclays   August 2013 - Present
AllianceBernstein   December 2009 - April 2013
Cambridge Corporate Services   May 2002 - April 2013
Morgan Stanley   November 2006 - December 2009
Goldman Sachs   May 2002 - November 2006
Goldman Sachs   January 2000 - March 2002
Federal Express   April 1983 - January 2000

Skills
Vendor Management, Fixed Income, Process Improvement, Operations Management, Financial Modeling, Derivatives, Portfolio Management, Series 7, Change Management, Capital Markets, Forecasting, Valuation, Strategic Planning, Start-ups, Mutual Funds, Investments, Private Equity, Risk Management, Financial Analysis, Operational Risk..., Analysis, Management, Customer Service, CRM, Project Management, Account Management

Education
Dowling College
Business Administration and Management, General

Alexander MilnerAlexander Milner New York, New York
Morgan Stanley Years April 2015 - Present
Job Cash Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   April 2015 - Present
ACTS Retirement-Life Communities, Inc.   January 2013 - March 2015
Project H.O.M.E   June 2012 - October 2012
Best City Homes, Inc   April 2011 - June 2012
Almac Clinical Technologies   March 2010 - September 2010

Skills
Finance, Financial Analysis, Microsoft Excel, PowerPoint, Forecasting, Budgets, Microsoft Office, Data Analysis, Microsoft Word

Education
Drexel University   2007 — 2012
Bachelor of Science, Business Administration; Finance & Marketing

Andrew KardishAndrew Kardish Greater Denver Area
Morgan Stanley Years 1998 - 1999
Job Oxygen Specialist at AMSR
Industry Import and Export
Experience
AMSR   February 2015 - Present
CMS Products   November 2011 - Present
LEC Group   2014 - 2014
Kardish Wealth Management   2003 - 2011
We Save Homes   2007 - 2009
SKY TECH Communications   2001 - 2007
Adams Partners   2003 - 2006
UBS   1999 - 2003
Morgan Stanley   1998 - 1999
Merrill Lynch   1997 - 1998

Skills
S.A.L.T., International Tax, Federal Tax, Tax Counsel, Corporate Tax Planning, Tax Strategy, Recruiting, Business Development, Tax Controversy, Mergers, Business Planning, Tax, Finance, Mergers & Acquisitions, Management, Sales, Due Diligence, Negotiation, Program Management, Management Consulting, Strategic Planning, Marketing, Training, Marketing Strategy, Account Management, Start-ups, Leadership, Entrepreneurship, Contract Negotiation

Education
University of California, Irvine   2002 — 2003
Graduate, CFP

Drexel University   1979 — 1981
Business Administration and Management, General

George School   1976 — 1979

Matthew ImboMatthew Imbo Greater New York City Area
Morgan Stanley Years September 2014 - Present
Job Associate Interest Rate Products at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   September 2014 - Present
Barclays Investment Bank   December 2013 - August 2014
LPL Financial   March 2013 - August 2013
Oppenheimer & Co.   May 2012 - August 2012

Skills
Financial Analysis, Investments, Economics, Microsoft Office, Microsoft Excel, Valuation, Asset Management, PowerPoint, SPSS, Analysis, Asset Allocation, Corporate Finance, Excel, Word, Business Valuation, Capital IQ, Bloomberg, Fixed Income, Interest Rate..., US Treasuries

Education
Drew University   2009 — 2013
Bachelor of Arts (B.A.), Economics

Pradley CasseusPradley Casseus Greater New York City Area
Morgan Stanley Years September 2012 - Present
Job
Industry Financial Services
Experience
Morgan Stanley   September 2012 - Present
Morgan Stanley   August 2007 - September 2012
Wolters Kluwer   June 2006 - August 2007

Education
Drew University   2002 — 2006

saint benedict prep

Brendan BlissBrendan Bliss Hartford, Connecticut Area
Morgan Stanley Years August 2005 - December 2005
Job Marketing/Business Analyst at Alstom Power
Industry Market Research
Experience
Alstom Power   May 2013 - Present
Driven Brands, Inc.   2012 - 2012
Armored AutoGroup   June 2011 - August 2011
Standard & Poor's   July 2006 - July 2010
Morgan Stanley   August 2005 - December 2005

Skills
Product Development, Marketing Strategy, Market Research, Brand Development, Survey Development, Customer Presentations, Client Relationship..., Structured Finance, Structured Products, Brand Innovation, Brand Extension, Business Planning, CRM, Data Analysis

Education
The University of Connecticut   2010 — 2012
MBA, International Business/Marketing

Drew University   2002 — 2006
BA, Dual Major in Economics and Political Science

Grant EllingtonGrant Ellington Greater Chicago Area
Morgan Stanley Years January 2014 - Present
Job StudentAthlete at Purdue University
Industry Financial Services
Experience
Morgan Stanley   January 2014 - Present
Purdue University   February 2013 - Present
CBOE   May 2013 - June 2013
CBOE   December 2012 - February 2013
Self Employed   May 2012 - August 2012
Drake University   June 2011 - May 2012
LaGrange Country Club   May 2007 - August 2010

Skills
Microsoft Excel, Social Networking, Financial Accounting, Facebook, PowerPoint, Access, Social Media, iPhone, Internet, Superior Work Ethic, Determination to Succeed, Leadership, Twitter, College Football, Persuasive Writing, Organization, Writing, Presentations, Sports Nutrition, Statistics, Instagram, Time Management, Teamwork, Apple, Sporting Goods, Training, Career Development, Sports, Coaching, Microsoft Office, Microsoft Word, Accounting, Public Speaking, Research, Communication, Management, Team Leadership, Marketing, Data Analysis, Strategy, Community Outreach, Spanish, Team Building, Strategic Planning, Critical Thinking, Financial Analysis, Leadership Development, Athletics

Education
Purdue University - Krannert School of Management   2012 — 2015
Bachelor's degree, Accounting, Finance, and Management, Senior

Drake University   2011 — 2012
Bachelor's degree, Finance and Accounting

Nazareth Academy High School   2007 — 2011

SFX

Matthew Langhorst, CFP®, CIMA®Matthew Langhorst, CFP®, CIMA® Dallas/Fort Worth Area
Morgan Stanley Years December 2000 - October 2004
Job First Vice PresidentWealth Management, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS   October 2004 - Present
Morgan Stanley   December 2000 - October 2004

Education
Wharton-University of Pennsylvania Aresty Institute of Executive Education   2012 — 2012
Certified Investment Management Analyst ®, Investments and Securities

Certified Financial Planner Board of Standards, Inc   2006 — 2006
CERTIFIED FINANCIAL PLANNER™, Comprehensive Financial Planning

Drake University   1995 — 1999
Bachelor of Arts, Sociology

Andrew D WongAndrew D Wong Rochester, New York Area
Morgan Stanley Years September 2011 - December 2011
Job Software Engineer at FactSet
Industry Computer Software
Experience
FactSet Research Systems Inc   August 2013 - Present
FactSet Research Systems Inc   May 2012 - August 2012
Morgan Stanley   September 2011 - December 2011
ThorTech Solutions L.L.C.   July 2011 - August 2011
Power Assets Investments Limited   May 2010 - August 2010

Skills
Java, Python, C, Microsoft Office, C#, XML, JavaScript, Clojure

Education
University of Rochester   2009 — 2013
BS, Computer Science

Donghua University   2011 — 2011

Mamaroneck High School   2005 — 2009

Brian Keena, CTPBrian Keena, CTP Greater New York City Area
Morgan Stanley Years February 2001 - February 2002
Job Director of Funding at Reverse Mortgage Funding LLC
Industry Capital Markets
Experience
Reverse Mortgage Funding LLC   January 2014 - Present
Reliance First Capital, LLC   July 2009 - January 2014
Delta Funding   February 2002 - February 2008
Morgan Stanley   February 2001 - February 2002

Skills
Financial Modeling, Cash Management, Hedging, Mortgage Lending, Treasury Management, Derivatives, Securitization, Structured Finance, Treasury, Cash Flow Forecasting, Interest Rate Risk..., Credit, Fixed Income, Banking, Financial Analysis, Funding, Risk Management, Finance, Management

Education
Dowling College   2001 — 2004
MBA, Finance

Indiana University - Kelley School of Business   1994 — 1999
BS, Finance

Island Trees High School   1991 — 1994

Chris LazzaroChris Lazzaro New York, New York
Morgan Stanley Years November 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   November 2013 - Present
Investment Technology Group, Inc.   May 2006 - November 2013
Financial Industry Regulatory Authority   April 2004 - May 2006
Citi   October 2000 - April 2004
Dreyfus Brokerage Services, Inc.   January 1998 - October 2000

Skills
Series 7, Series 24, Series 55, Series 63, Bonds, Prime Brokerage, FX Options, Broker-Dealer, Wealth Management, Derivatives, Trading Systems, Trading, Financial Services, Equity Trading, Securities Regulation, Equities, Hedge Funds, Options

Education
Dowling College   2000 — 2002
Master of Business Administration (M.B.A.), Banking and Finance

State University of New York College at Oswego   1993 — 1997
Bachelor of Science (B.S.), Business Administration

Chris ZinsleyChris Zinsley Albany, New York Area
Morgan Stanley Years October 2000 - October 2001
Job Regional Sales Program Coordinator
Industry Marketing and Advertising
Experience
New York Lottery   November 2009 - Present
New York Lottery   July 2007 - November 2009
New York Lottery   March 2007 - July 2007
New York Lottery   October 2001 - March 2007
Morgan Stanley   October 2000 - October 2001
Denso Retailers, Inc.   October 1990 - October 2000

Skills
Advertising, Marketing Strategy, Strategic Planning, Marketing, Marketing Communications

Education
Dowling College   1986 — 1988
Bachelor of Business Administration (B.B.A.), Management

Suffolk County Community College   1984 — 1986
Associate of Arts and Sciences (A.A.S.), Management

David NellDavid Nell Glen Gardner, New Jersey
Morgan Stanley Years April 2011 - October 2011
Job Data Analyst at Aramark
Industry Information Technology and Services
Experience
Aramark   April 2015 - Present
AmerisourceBergen   February 2015 - Present
Cigna   August 2014 - Present
Sabert Corporation   November 2013 - January 2014
Olympus   November 2012 - November 2013
GSK   November 2011 - January 2013
AT&T   March 2012 - May 2012
Morgan Stanley   April 2011 - October 2011
AT&T   May 2007 - May 2009

Skills
Microsoft Excel, Microsoft Access, PowerPoint, VBA, Oracle SQL Developer, Oracle Reports, Reporting & Analysis, Business Analysis, Business Process..., Client Rapport, Microsoft Office, Management, Microsoft Word, Research

Education
Villanova University   2010 — 2010
Graduate Certificate in Business Analysis, Business Analysis

Dowling College   1997 — 2003
MBA, Business Administration and Management, General, 3.91

Chubb Institute   1993 — 1994
Diploma in Applications Programming/Systems Design, Programming Languages and Application Design

Demetrios ImprixisDemetrios Imprixis Greater New York City Area
Morgan Stanley Years August 2004 - June 2007
Job Senior Trading Specialist, Fixed Income at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   December 2012 - Present
Morgan Stanley Smith Barney   June 2004 - June 2011
Morgan Stanley   August 2004 - June 2007

Skills
Fixed Income, Trading, Series 7, Securities, Series 63, Bonds, Equities, Electronic Trading, Derivatives, ETFs, Bloomberg, Series 65, Microsoft Office, Series 55

Education
Dowling College   2002 — 2004
Business Administration, Concentration in Finance

Towson University   1996 — 2000
Business Administration, Concentration in Finance

Frank D. Mezzanotte, Jr.Frank D. Mezzanotte, Jr. Greater New York City Area
Morgan Stanley Years June 1998 - July 2000
Job Retirement Income Planning | Estate/Asset Protection | Portfolio Management | 401k Rollover | Inheritance/Windfall
Industry Investment Management
Experience
FDM Wealth Management   August 2012 - Present
Located at Esquire Bank   August 2012 - Present
Citi- Citi Personal Wealth Management   August 2008 - August 2012
NYCB- Roslyn Savings Bank   August 2006 - August 2008
Capital One- (Formally North Fork and Greenpoint Savings)   July 2000 - August 2006
Morgan Stanley   June 1998 - July 2000
Parkville Ltd.   June 1995 - June 1998
Lehman Brothers   July 1994 - August 1995
PwC   January 1992 - June 1992
PwC   January 1991 - June 1991

Skills
Certified Financial..., Wealth Management, Wealth Management..., Estate Planning, Retirement Planning, Portfolio Management, Asset Management, Mutual Funds, Investments, Securities, Financial Services, Financial Planning, Insurance, Wealth Accumulation, Asset Allocation

Education
Dowling College   2002 — 2005
Master of Business Administration (M.B.A.), Banking and Finance

Drexel University   1989 — 1994
Bachelors in business administration, Accounting/Finance

Ganika BalkaranGanika Balkaran Greater New York City Area
Morgan Stanley Years September 2007 - Present
Job BUSINESS MANAGEMENT at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley   September 2007 - Present
Morgan Stanley   2003 - 2007
Morgan Stanley   2000 - 2003
MagnaCare   1994 - 2000

Skills
SDLC, Budgets, Accounting, Finance, Trading Systems, Forecasting, Time Management, Accounts Payable, Analysis, Outsourcing, Management, Portfolio Management, Variance Analysis, Process Improvement, Risk Management, Equities, Financial Analysis, Business Analysis

Education
Dowling College   2000 — 2001
Master of Business Administration (MBA), Finance, General

Fordham University   1990 — 1994
Bachelor, Finance

Jack CunhaJack Cunha Jacksonville, Florida Area
Morgan Stanley Years June 2007 - February 2009
Job Deutsche Bank
Industry Investment Banking
Experience
JPMorgan Chase   June 2010 - June 2011
State Street   April 2009 - June 2010
Morgan Stanley   June 2007 - February 2009
JPMorgan Chase   August 2003 - June 2007
JP Morgan Chase   1997 - 2007
JPMorgan Chase   May 1997 - August 2004
JPMorgan Chase   June 1999 - August 2003
Washington Garter Corporation   March 1995 - April 1997

Skills
Capital Markets, Credit Derivatives, Derivatives, Equities, Finance, Financial Risk, Fixed Income, Investment Banking, Management, Middle Office

Education
Dowling College   1997 — 1998
MBA, International Banking and Finance

James TarpeyJames Tarpey Greater New York City Area
Morgan Stanley Years 1997 - 2007
Job Senior Investment Risk Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments   May 2008 - Present
Morgan Stanley   1997 - 2007
Parker Hannifin   1995 - 1996

Skills
Equities, Financial Risk, Portfolio Management, Financial Analysis, Risk Assessment, Asset Management, Derivatives, Fixed Income, Mutual Funds, Hedge Funds, Bloomberg, Risk Management, Chartered Financial..., Fixed Income Analysis, Relationship Management, Treasury, Financial Services, Alternative Investments, Investments

Education
Dowling College
MBA, Banking and Finance

Stony Brook University
B.S. Electrical Engineering, Computer Engineering

Lisa AinsworthLisa Ainsworth Greater New York City Area
Morgan Stanley Years May 2001 - December 2002
Job Per Diem Substitute Middle/High School Teacher at Eastern Suffolk BOCES
Industry Farming
Experience
Eastern Suffolk BOCES   February 2012 - Present
Springwater Farm   January 2003 - Present
Advest, Inc   April 2004 - December 2004
First Empire Securities, Inc   February 2003 - April 2004
Morgan Stanley   May 2001 - December 2002
MUNICIPALTRADE.com, Inc   March 2000 - March 2001
Mesirow Financial   March 1993 - March 2000
The Chicago Corporation   September 1991 - March 1993
Griffin, Kubik, Stephens & Thompson   June 1989 - September 1991

Skills
Marketing Strategy, Business Strategy, Small Business, New Business Development, Entrepreneurship, Agriculture

Education
Dowling College   2005 — 2007
Master's Degree, Adolescent Education

Lake Forest College   1987 — 1989
Bachelor's Degree, Business Administration and Management, General

Butte College   1982 — 1983
Associate's Degree, Automotive Technology

Lisa GarzonaLisa Garzona Greater New York City Area
Morgan Stanley Years 1993 - 2001
Job Legal Services Professional
Industry Legal Services
Experience
Lehman Brothers (in Administration)   2009 - Present
Paul Hastings   2007 - 2009
Orrick, Herrington & Sutcliffe LLP   2002 - 2007
Financial Medical Systems   2001 - 2002
Morgan Stanley   1993 - 2001
Morgan Stanley   1993 - 2001
Morgan Stanley   1993 - 2001
Chase   1988 - 1993

Skills
Microsoft Excel, Legal Writing, Due Diligence, Real Estate, Loans, Financial Services, Corporate Law, Equities

Education
York College of Pennsylvania   1983 — 1987

Dowling College
BA, Business Managment

Lynnette GrandnerLynnette Grandner Greater New York City Area
Morgan Stanley Years June 2005 - Present
Job Executive Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   June 2005 - Present
Dowling College   September 2004 - June 2005
North Babylon School District   September 2000 - June 2005

Education
Dowling College   2000 — 2001
MS, Childhood and Early Childhood Education

Stony Brook University
BS, Business Management

Lynnette GrandnerLynnette Grandner New York, New York
Morgan Stanley Years July 2005 - Present
Job Executive Assistant & Assistant COO at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   July 2005 - Present
Dowling College   September 2004 - June 2005
North Babylon School District - Belmont Elementary School   September 2000 - June 2005

Skills
PowerPoint, Staff Development, Higher Education, Outlook, Microsoft Excel, Microsoft Office, Coaching, Event Planning, Customer Service, Public Speaking, Team Building, Team Leadership, Project Planning, Microsoft Word, Teaching

Education
Dowling College
MS, Elementary Education

SUNY Stony Brook
BS, Business Management & Policy

Michele PelusoMichele Peluso Greater New York City Area
Morgan Stanley Years 1991 - 2008
Job Business Education Professional
Industry Education Management
Experience
Brentwood UFSD   January 2009 - Present
Morgan Stanley   1991 - 2008

Skills
Coaching, Finance, Derivatives, Financial Reporting, Capital Markets, Corporate Finance, Financial Modeling, Microsoft Excel, Equities, Change Management, Staff Development, Public Speaking, Leadership, Investment Banking, Risk Management, Fixed Income, Microsoft Office, Business Process..., PowerPoint, Managerial Finance, Strategic Planning, Microsoft Word, Financial Analysis, Accounting, Financial Services, Hedge Funds, Mergers & Acquisitions, Valuation

Education
Dowling College   2003 — 2009
Master of Science, Adolescence Education

New York University - Leonard N. Stern School of Business   1984 — 1988
Bachelor of Science, Accounting

Myke MarshallMyke Marshall Greater Atlanta Area
Morgan Stanley Years October 2004 - August 2008
Job Senior Security Engineer at CocaCola Refreshments
Industry Computer & Network Security
Experience
Coca-Cola Refreshments   November 2011 - Present
Cox Communications   September 2008 - February 2011
Morgan Stanley   October 2004 - August 2008
Merrill Lynch   July 2003 - October 2003
J.P. Morgan   August 2000 - November 2002
Spectracomm Inc.   2002 - 2002

Skills
Firewalls, Check Point, Firewall-1, Cisco ASA, Fortigate, Fortinet, IT Security, IDS, IPS, Juniper, Netscreen, SRX, SPLAT, PIX, RSA, RSA SecurID, Unix, Linux, TCP/IP, Qualys, VPN, IPSEC, SSL VPN, Anyconnect, F5 BigIP, Provider-1, MU Dynamics, Perl, Network Security, Security, Information Security, IPSec, Checkpoint, Routing, Networking, ASA, Servers, Cisco Technologies, Proxy

Education
Dowling College   1995 — 1997
Master of Business Administration (M.B.A.)

SUNY Stony Brook   1992 — 1995
Bachelor of Science (BS), Computer Science

Farmingdale State University of New York   1990 — 1992
Associate of Science (A.S.), Computer Science

Pooja BakshiPooja Bakshi Greater New York City Area
Morgan Stanley Years February 2006 - October 2007
Job Project Manager at Headstrong
Industry Financial Services
Experience
Headstrong   March 2012 - December 2012
Headstrong   June 2011 - January 2012
Societe Generale   November 2007 - June 2011
Morgan Stanley   February 2006 - October 2007
Northrop Grumman Corporation   January 2001 - February 2006

Skills
Microsoft Office, Visio, Earned Value Management, JIRA, Project Planning, Project Management, MS Project, MEGA, Project Performance, Analysis, Project Performance..., Management, SharePoint, Business Requirements, Governance

Education
Dowling College   2001 — 2003
MBA, Finance

New York Institute of Technology-Old Westbury   1996 — 2001
BS, Business Administration/Management Information System

Brett CaseboltBrett Casebolt Greater Minneapolis-St. Paul Area
Morgan Stanley Years 1999 - 2000
Job CEO at Puretein Bioscience
Industry Biotechnology
Experience
Puretein Bioscience   August 2008 - Present
Lakepointe Capital   2003 - Present
Arasor Corporation   2001 - 2003
Avanex   2000 - 2001
Morgan Stanley   1999 - 2000
Dain Rauscher Wessels   1996 - 1999

Skills
Investment Banking, Biotechnology, Lifesciences, Venture Capital, Start-ups, Commercialization, Pharmaceutical Industry, Business Strategy, Mergers & Acquisitions, Technology Transfer, Entrepreneurship, Strategic Planning, Business Development, Business Planning, Strategy, Life Sciences, Marketing Strategy, Management, New Business Development

Education
Drake University   1991 — 1995
Bachelor's Degree, Finance

Bruce VegaBruce Vega Greater Boston Area
Morgan Stanley Years September 1988 - January 1991
Job Principal at Financial Research & Technology
Industry Financial Services
Experience
Financial Research & Technology   August 1991 - Present
Morgan Stanley   September 1988 - January 1991
GE Calma   January 1983 - December 1985
Control Data Corporation   July 1976 - May 1983

Skills
Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Windows, Outlook, Teaching, Budget, C++, HTML, Microsoft SQL Server, VBA, VBScript, Microsoft Excel, Modeling, Financial Modeling, Web Development, Web Services, Cloud Computing, Virtualization, SAS, IT Management, IT Strategy, IT Transformation, Sustainability, Alternative Investments, Alternative Medicine, Alternative Energy, Cogeneration, Green Technology, Green Living, Cisco WAN, EMC Networker, VMware, Juniper, Checkpoint, cytrix, Oracle SQL, Venture Capital, Angels, Private Equity, Hedge Funds, Management Consulting, Investment Banking, Mergers & Acquisitions, Cleantech, Budgets, Strategic Partnerships

Education
University of Illinois at Chicago   1975 — 1976
Bachelor of Science (BS), Graduate Program, Industrial and Organizational Psychology

Drake University   1972 — 1975
BS LAS Organizational Development, Industrial Psychology Organizational Development

Jim McCaugheyJim McCaughey Greater Los Angeles Area
Morgan Stanley Years May 2011 - April 2012
Job
Industry Financial Services
Experience
Scottrade   August 2012 - Present
Morgan Stanley   May 2011 - April 2012
FirstBank   June 1983 - June 2003

Skills
Microsoft Office, Customer Service, Finance, Banking, Investments, Portfolio Management

Education
Drake University   1979 — 1983
Bachelor's degree, Accounting

Tim PrevoTim Prevo Greater Chicago Area
Morgan Stanley Years October 1997 - Present
Job First Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   October 1997 - Present

Education
Drake University   1985 — 1989
BA

Matthew McGinleyMatthew McGinley Greater New York City Area
Morgan Stanley Years August 1998 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   August 1998 - Present
NYC Housing Authority   May 1996 - August 1998
United Nations Development Programme   May 1995 - April 1996
ACCION New York   May 1994 - April 1995
Peace Corps   August 1989 - October 1991

Skills
Business Management, Vendor Management, Operations Management, Project Portfolio..., Financial Management, Financial Control, Financial Reporting, Management

Education
Fordham Gabelli School of Business   1996 — 1999
MBA, Finance

New York University   1992 — 1994
MPA, Public Policy, Program Evaluation & Analysis

Drew University   1985 — 1989
BA, Economics, Political Science

Allana Grinshteyn, Esq.Allana Grinshteyn, Esq. Greater New York City Area
Morgan Stanley Years August 2014 - Present
Job Vice President at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley   August 2014 - Present
Proskauer Rose LLP   October 2012 - July 2014
Hofstra Law Review   March 2011 - May 2012
Proskauer Rose LLP   May 2011 - July 2011
FINRA   September 2010 - December 2010
New York City Department of Investigation   June 2010 - July 2010
The Long Beach, New York, Corporation Counsel   February 2010 - April 2010
Morgan Stanley Smith Barney   January 2006 - July 2009

Education
Hofstra University School of Law   2009 — 2012
Juris Doctor

Drew University   2001 — 2005
Bachelor of Arts (B.A.), Economics

Ana RiewertsAna Riewerts Greater New York City Area
Morgan Stanley Years 1999 - 2005
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2005 - Present
Morgan Stanley   1999 - 2005

Skills
Public Speaking, Management, Strategic Planning, Leadership, Mutual Funds, Series 7

Education
Drew University

Drew University
Bachelors in Art, International Relations

Bill Appicelli, CFABill Appicelli, CFA Greater New York City Area
Morgan Stanley Years June 2009 - May 2011
Job Investment Analyst at Nexus Asset Management LLC
Industry Research
Experience
Nexus Asset Management LLC   March 2013 - Present
ISI Group   April 2011 - February 2013
Morgan Stanley   June 2009 - May 2011
Citi Investment Research   April 2005 - May 2009
Morgan Stanley   2004 - 2005

Skills
Financial Modeling, Equities, Valuation, Investments, Financial Analysis, Bloomberg, Hedge Funds, Equity Research

Education
Drew University   2000 — 2004
BA, Economics

North Haven High School

Derek NewsomDerek Newsom Greater New York City Area
Morgan Stanley Years July 2000 - May 2013
Job
Industry Financial Services
Experience
JPMorgan Chase   May 2013 - Present
Morgan Stanley   July 2000 - May 2013
Prudential Healthcare   June 1998 - June 2000

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets

Education
Drew University   1994 — 1998
Bachelor of Arts (B.A.), Mathematics and Economics

Grazyna BakunGrazyna Bakun Garwood, New Jersey
Morgan Stanley Years May 2010 - September 2012
Job Associate Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp   February 2014 - Present
Morgan Stanley   May 2010 - September 2012
Deutsche Bank   September 2009 - May 2010
The Blackstone Group   July 2006 - February 2008

Education
Drew University
Bachelor of Arts (BA), Economics

Gregory LiroGregory Liro United States
Morgan Stanley Years August 2008 - December 2012
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS   January 2013 - Present
Morgan Stanley   August 2008 - December 2012

Education
Drew University   2006 — 2009
Bachelor of Arts (BA), Economics

Julia WarrenJulia Warren Greater New York City Area
Morgan Stanley Years September 1989 - June 1993
Job Senior Managing Director at New York Life Investments
Industry Investment Management
Experience
New York Life Insurance Company   June 2013 - Present
New York Life Investments   March 2012 - June 2013
New York Life Investment Management   February 2010 - March 2012
New York Life Insurance Company   June 1995 - February 2010
PwC Consulting   January 1994 - May 1995
Morgan Stanley   September 1989 - June 1993
Prudential Insurance   May 1981 - June 1989

Education
Rutgers, The State University of New Jersey-Newark   1983 — 1987
MBA, Organizational Management

Drew University   1978 — 1980
BA, Psychology

Kyle RogersKyle Rogers New York, New York
Morgan Stanley Years January 2006 - October 2006
Job Manager at Deloitte
Industry Management Consulting
Experience
Deloitte   June 2014 - Present
Deloitte & Touche   April 2011 - June 2014
Barclays Capital   September 2008 - May 2011
Lehman Brothers   July 2008 - September 2008
Lehman Brothers   June 2007 - August 2007
Morgan Stanley   January 2006 - October 2006

Skills
Equities, Financial Services, Capital Markets, Bloomberg, Derivatives, Project Management, Change Management, Risk Assessment, User Acceptance Testing, Relationship Management, Third Party Vendor..., Business Requirements, Dodd-Frank, Data Analysis

Education
New York University - Leonard N. Stern School of Business   2006 — 2008
Bachelor of Science, Business Administration - Majors: Economics and Finance

Università Commerciale 'Luigi Bocconi'   2007 — 2007

Drew University   2004 — 2006
BA, Economics

Matthew HornsteinMatthew Hornstein New York, New York
Morgan Stanley Years June 2006 - June 2008
Job Corporate and Institutional Clients at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank   August 2013 - Present
JPMorgan Chase   February 2012 - August 2013
JPMorgan Chase   September 2008 - February 2012
Morgan Stanley   June 2006 - June 2008

Skills
Credit Analysis, Credit Risk, Financial Institutions, Macroeconomics, Fixed Income, Derivatives, Financial Statement...

Education
New York University, Stern School of Business   2010 — 2013
Master of Business Administration (M.B.A.), Economics/Financial Markets

Drew University   2002 — 2006
Bachelor of Arts (B.A.), Economics

Daniel LhaDaniel Lha New York, New York
Morgan Stanley Years January 2011 - August 2012
Job Financial Services Operations and Technology
Industry Financial Services
Experience
McKinsey & Company   September 2012 - Present
Morgan Stanley   January 2011 - August 2012
Imani House, Inc.   October 2009 - June 2012
Protiviti   June 2010 - December 2010
Deloitte   June 2005 - July 2009
Drexel University   June 2004 - June 2005
University of Pennsylvania   June 2004 - May 2005
Lippincott Williams and Wilkins   May 2001 - February 2004
Antiphony   June 2000 - April 2001

Skills
Business Analysis, Project Management, Research, Consulting, Information Technology, Management Consulting, Risk Management, Due Diligence, Program Management, Data Analysis, Strategic Planning, Analysis, Financial Services

Education
Drexel University   2003 — 2006
M.S., Information Systems

University of Pennsylvania   1996 — 2000
B.A., Anthropology

Jonathan BatistaJonathan Batista Philadelphia, Pennsylvania
Morgan Stanley Years August 2009 - February 2010
Job Demand Analyst at Sunoco
Industry Investment Banking
Experience
Sunoco   July 2014 - Present
MetLife   November 2011 - 2013
Morgan Stanley Smith Barney   February 2010 - June 2011
Morgan Stanley   August 2009 - February 2010
BlackRock   April 2008 - September 2008
PNC Wealth Management   April 2007 - September 2007
Penn Capital Management   April 2006 - September 2006

Skills
Bloomberg Terminal, Murex, Fidessa, Derivatives, Fixed Income, Fixed Income Trading, Equities, Capital Markets, Bloomberg, Securities, Portfolio Management, Trading, Electronic Trading, Financial Markets, Mutual Funds, Options, Investments, Hedge Funds, Swaps, Trading Systems

Education
Drexel University   2004 — 2009
B.S., Finance

Brooklyn Technical High School   2000 — 2004
Biochemistry

Timothy RothkaTimothy Rothka Orlando, Florida Area
Morgan Stanley Years February 2000 - January 2007
Job Certified Project Manager ~ Global Project Management ~ Enterprise Software Development Management
Industry Defense & Space
Experience
Lockheed Martin - Missiles & Fire Control / Electronic Business Services   January 2007 - Present
Morgan Stanley   February 2000 - January 2007
Cushman & Wakefield   August 1998 - February 2000
Cushman and Wakefield   March 1997 - August 1998
GlaxoSmithKline   March 1993 - March 1997

Education
Drexel University   1998 — 2000
MBA

Tom BachrachTom Bachrach Greater New York City Area
Morgan Stanley Years April 2014 - Present
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley   April 2014 - Present

Skills
Legal Compliance, Data Retention, Microsoft Exchange, Email Archiving, Storage Solutions, Backup Solutions, Legal Discovery, Disaster Recovery, Project Management, System Architecture, HP/Autonomy/ZANTAZ..., ITIL, Data Center, Business Continuity, Security, Vendor Management, IT Strategy, Enterprise Architecture, IT Management, Virtualization, Infrastructure, Cloud Computing, Information Security, Enterprise Software, Hardware, Business Analysis, Information Technology, Governance, VMware, Storage, Solution Architecture, Professional Services, IT Service Management, SDLC, Information Security..., Servers, Network Security, Microsoft Technologies, IT Operations, High Availability, Integration, Incident Management, System Deployment, Solaris, Service Delivery, Storage Area Networks, SAN, SaaS, IT Outsourcing, Unix

Education
Drexel University   1990 — 1993
BS

Cherry Hill High School East   1979 — 1983
Diploma

Bill HinesBill Hines Greater New York City Area
Morgan Stanley Years 2004 - 2012
Job Senior Technology Professional Specializing in Program/Project Management, IT Strategy, Business Analysis and BPR
Industry Information Technology and Services
Experience
State Street Bank   February 2012 - April 2015
Morgan Stanley   2004 - 2012
Associated Press   2003 - 2004
SAIC   2000 - 2003
Telcordia Technologies   1992 - 2000

Skills
Re-engineering, Architecture, Executive Management, Project Execution, Business Process..., PMO, Vendor Management, IT Strategy, Financial Services, Project Portfolio..., PMP, Risk Management, Program Management, Sybase, Solution Architecture, Portfolio Management, Integration, Professional Services, Management, Business Development, SDLC, Business Analysis, Software Project...

Education
Drexel University
MS, Mathematics

Drexel University
Master of Science (MS), Applied Mathematics

King's College
BS, Mathematics

Aidan SmithAidan Smith Greater Philadelphia Area
Morgan Stanley Years 2007 - 2008
Job Quality Engineer at The Boeing Company
Industry Defense & Space
Experience
The Boeing Company   July 2009 - Present
Morgan Stanley   2007 - 2008
Boeing   2004 - 2006
Vanguard   2003 - 2003
BlackRock   2002 - 2002

Skills
Software Quality..., Supplier Quality, Root Cause Analysis, Process Improvement, Quality Management, Engineering Management, Program Management, Continuous Improvement, Systems Engineering, Manufacturing, Aircraft, Team Building, Cross-functional Team..., SPC, Quality System, Engineering, Earned Value Management, Economics, Investments, Six Sigma, Finance, Change Management, AS9100, Lean Manufacturing, Quality Assurance, Quality Control, Aerospace, Project Management, Certified Software...

Education
Drexel University - LeBow College of Business   2006 — 2009
Masters

Drexel University   2000 — 2003
Bachelor of Science

Alvin SainiAlvin Saini Greater New York City Area
Morgan Stanley Years 2004 - 2007
Job Market Risk at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets   November 2014 - Present
Citi   July 2011 - November 2014
PricewaterhouseCoopers   March 2008 - June 2011
Morgan Stanley   2004 - 2007
Credit Suisse First Boston   2003 - 2004
Deloitte & Touche   2002 - 2003

Skills
Capital Markets, Fixed Income, Derivatives, Structured Finance, Investment Banking, Trading, Valuation, Financial Risk, Financial Modeling, Portfolio Management, Credit Risk, Credit, MBS, Due Diligence, Securities, Risk Management, Bloomberg, Asset Managment, Structured Products, Market Risk, ABS, CMBS, Securitization, Basel II, Dodd-Frank, Risk Analysis, Regulatory Policy, Basel III, Asset Management, Banking, Project Management

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2012
MBA, Business Administration and Management, General

Drexel University   1998 — 2002
Bachelors, Finance/Marketing

West Windsor Plainsboro HS   1994 — 1998

Asha GandhiAsha Gandhi Houston, Texas
Morgan Stanley Years October 2006 - July 2009
Job Finance Manager
Industry Renewables & Environment
Experience
EDP Renováveis   December 2014 - Present
EDP Renováveis   January 2014 - December 2014
EDP Renováveis   December 2012 - April 2014
Indicorps   August 2010 - July 2011
Indicorps   August 2009 - July 2010
Morgan Stanley   October 2006 - July 2009
Bio-Imaging Technologies, Inc.   2005 - 2006

Skills
Financial Modeling, Data Analysis, Project Management, Economics, Program Management, Strategy, International..., Due Diligence, Emerging Markets, Valuation, Social Entrepreneurship, Entrepreneurship, Business Strategy, Investor Relations, Management Consulting, People-oriented, Reliability, Team Building

Education
Drexel University   2001 — 2005
BA, Economics, Productions Operations Management

Charece MartinCharece Martin Greater Minneapolis-St. Paul Area
Morgan Stanley Years May 2005 - January 2006
Job Relationship Support Manager/ Retirement Planning Analyst at Stiles Financial Services, Inc.
Industry Financial Services
Experience
Stiles Financial Services, Inc.   August 2015 - Present
Merrill Lynch   April 2013 - Present
US Marine   October 1997 - Present
US MARINE CORPS RESERVES   November 2010 - April 2013
Merrill Lynch   January 2006 - April 2013
US MARINE CORPS RESERVES   November 2008 - November 2010
US MARINE CORPS RESERVES   April 2007 - November 2008
US MARINE CORPS RESERVES   June 2006 - May 2007
US MARINE CORPS RESERVES   May 2005 - May 2006
Morgan Stanley   May 2005 - January 2006

Skills
Analysis, Military Operations, Counterterrorism, Logistics, Operations Management, Security Clearance, Information Assurance, Human Resources, Team Leadership, Management, Security Operations, Project Planning, Customer Service, Operational Risk..., Afghanistan, Security, Training, Program Management, Public Speaking, Military, DoD, Command, Strategic Planning, Policy, Leadership, Project Management, Government, Cross-functional Team..., Leadership Development, Research, Operational Planning, Military Experience, Defense, Intelligence, National Security

Education
Webster University   2012 — 2015
MS, International Relations and Affairs

Drexel University   1993 — 1997
Bachelor's Degree, INTERNATIONAL AREA STUDIES

Universidad de Guadalajara   1995 — 1996
Spanish, Foreign Studies

Christine SarverChristine Sarver Greater Philadelphia Area
Morgan Stanley Years December 2011 - Present
Job Investor Support Associate at Morgan Stanley Alternative Investment Partners
Industry Financial Services
Experience
Morgan Stanley   December 2011 - Present
Morgan Stanley   July 2007 - December 2011
Independent Avon Sales Representative   January 2007 - December 2008

Skills
Private Equity, Fund Of Funds, Real Estate, Financial Modeling, Corporate Finance, Data Analysis, Microsoft Office, Strategy, Microsoft Excel, Strategic Planning, Business Strategy, Sales, Business Development, Market Research

Education
Drexel University   2005 — 2007
Bachelor's, Marketing

Drexel University - College of Business and Administration   2005 — 2007
Bachelor's degree, Business Administration and Marketing

Diane Sher - KesslerDiane Sher - Kessler Washington D.C. Metro Area
Morgan Stanley Years 1998 - 2003
Job at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management   July 2003 - Present
Citigroup -Smith Barney   July 2003 - 2007
Morgan Stanley   1998 - 2003

Skills
Estate Planning, Financial Planning, Asset Management, Wealth, Retirement Planning, Retirement Income..., Series 7, Wealth Management, Investment Advisory, Asset Allocation, Strategic Financial..., Investment Management, Retirement, Finance, Series 63, Mutual Funds, Alternative Investments, Securities, Equities, Portfolio Management, Investments, Fixed Income

Education
Drexel University   1993 — 1997
BS

Elizabeth CalleryElizabeth Callery Dayton, New Jersey
Morgan Stanley Years September 2006 - January 2012
Job Business Analyst at OptumInsight
Industry Information Technology and Services
Experience
Optum   February 2013 - Present
Morgan Stanley   September 2006 - January 2012
Keane Consulting   March 1997 - September 2004
Federal Reserve Bank of New York   July 1988 - March 1997

Skills
Data Marts, Business Objects, SQL, Medicaid, Software Development, Business Analysis, Systems Analysis, Requirements Gathering, Affordable Care Act, Managed Care, Training, Oracle SQL, SDLC, Data Warehouse..., Oracle, Software Documentation, User Acceptance Testing, Testing, Programming Languages, Data Warehousing, Business Intelligence, Analysis, JCL, DB2, Mainframe, ADABAS, COBOL

Education
Drexel University   2012 — 2014
Master of Science (MS), Healthcare Informatics

Pace University   1982 — 1985
Bachelor of Business Administration, Management Information Systems

George Sugden CFP®George Sugden CFP® Denver, Colorado
Morgan Stanley Years 2009 - October 2011
Job President at Sugden Wealth Management
Industry Financial Services
Experience
Sugden Wealth Management   October 2012 - Present
MJ Smith & Associates   November 2011 - September 2012
Morgan Stanley   2009 - October 2011

Education
Drexel University
BA, Business

Henry (Hank) BrownHenry (Hank) Brown Philadelphia, Pennsylvania
Morgan Stanley Years May 2014 - September 2014
Job Mentor at Tenley Achievement Program
Industry Higher Education
Experience
Drexel University's LeBow College of Business   September 2012 - Present
Morgan Stanley   May 2014 - September 2014
Katie's Coffee House   August 2012 - September 2013
Tenley Achievement Program   June 2012 - August 2013

Skills
PowerPoint, Microsoft Excel, Microsoft Word

Education
Drexel University   2012 — 2017
Bachelor of Science in Business Administration, Business, Finance

Landon School   2008 — 2012

Hugh XieHugh Xie Greater New York City Area
Morgan Stanley Years July 2007 - April 2011
Job
Industry Investment Banking
Experience
Bank of America   April 2011 - Present
Morgan Stanley   July 2007 - April 2011
Lehman Brothers   February 2003 - June 2007
Self-employed   June 1995 - February 2003
Tech Hackers   1997 - 2000
Goldman Sachs   January 1994 - June 1995
Lockheed Martin   June 1991 - December 1993

Skills
Fixed Income, Credit Risk, Risk Management, Data Warehouse..., Derivatives, Grid Computing, Capital Markets, Data Warehousing, Financial Risk, Sybase, Trading, Trading Systems

Education
Drexel University   1986 — 1991
BS & MS

james kimmeljames kimmel Greater Atlanta Area
Morgan Stanley Years 1998 - Present
Job at Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley   1998 - Present
Alex. Brown & Sons   April 1993 - September 1998
Citicorp   September 1974 - April 1993

Education
Drexel University   1972 — 1974
MBA, Finance

Swarthmore College   1966 — 1970
BA, Economics

Jane GuokasJane Guokas Greater Philadelphia Area
Morgan Stanley Years August 1982 - Present
Job Financial Advisor, Sr VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   August 1982 - Present

Education
Drexel University

John J. D'AlessandroJohn J. D'Alessandro Greater Philadelphia Area
Morgan Stanley Years August 2001 - Present
Job Wealth Advisor | Branch Manager | Vice President at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley   August 2001 - Present
Paine Webber   August 1998 - August 2001

Education
University of Pennsylvania - The Wharton School   2009 — 2012
Securities Industry Institute, Portfolio and Asset Management

Drexel University   2003 — 2005
M.S. Finance, LeBow School of Business

Siena College   1994 — 1998
B.S. Finance, Finance & Accounting

St. Augustine Prep   1990 — 1994
High School

John McDevittJohn McDevitt Blue Bell, Pennsylvania
Morgan Stanley Years September 2006 - May 2008
Job DuPont Capital Management
Industry Investment Management
Experience
DuPont Capital Management   July 2014 - Present
Aberdeen Asset Management   May 2008 - July 2014
Morgan Stanley   September 2006 - May 2008
Vanguard   May 1997 - September 2006

Skills
Investments, Securities, Asset Management, Bloomberg, Equities, Fixed Income, Mutual Funds

Education
Drexel University
MBA

West Chester University of Pennsylvania
Bachelor's degree, Finance, General

Kevin AttesonKevin Atteson Greater New York City Area
Morgan Stanley Years April 2008 - May 2013
Job Chief Quant at Summer Road
Industry Investment Banking
Experience
Summer Road   June 2013 - Present
Morgan Stanley   April 2008 - May 2013
UBS   September 2006 - April 2008
Goldman Sachs   October 2002 - March 2006
Double Prime   2000 - 2002
Mathematical Sciences Research Institute   1999 - 1999
Yale University   1997 - 1999
Unversity of Pennsylvania   1995 - 1997
Unversity of Pennsylvania   1995 - 1997

Education
University of Pennsylvania   1988 — 1995
PhD, Computer Science

Drexel University   1983 — 1988
BS, Computer Engineering and Computer Science

Mark LipacisMark Lipacis San Francisco Bay Area
Morgan Stanley Years July 2007 - Present
Job Managing Director at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley   July 2007 - Present
Prudential Equity Group   March 2003 - June 2007
Merrill Lynch   September 1997 - February 2003
Booz & Company   March 1994 - September 1997

Education
University of Virginia Darden School of Business   1991 — 1993
MBA, Business

Drexel University   1988 — 1991
MSEE, Communications, Systems, Computers