Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Jasmine Thottungal Jasmine Thottungal's Morgan Stanley Experience 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
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 Vandeveld Dirk Vandeveld's Morgan Stanley Experience 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
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 Peixu Fang Peixu's Morgan Stanley Experience 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)
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 Gary Erik Gary's Morgan Stanley Experience 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
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 Latini Joseph Latini's Morgan Stanley Experience 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
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 Zhang Garric Zhang's Morgan Stanley Experience 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
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 Kern Elise Kern's Morgan Stanley Experience 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
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 Won Jason Won's Morgan Stanley Experience 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
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 Bradfield Megan Bradfield's Morgan Stanley Experience 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
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 Lanning's Morgan Stanley Experience 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
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 Tessier Sheryl Tessier's Morgan Stanley Experience 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
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 Lalani Fayaz Lalani's Morgan Stanley Experience 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
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 Silverman David Silverman's Morgan Stanley Experience 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
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 Wilson's Morgan Stanley Experience 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
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 Artinian's Morgan Stanley Experience 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
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 Agarwal Shraddha Agarwal's Morgan Stanley Experience 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
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 Kenyon's Morgan Stanley Experience 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
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®'s Morgan Stanley Experience 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
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 McCord Allison McCord's Morgan Stanley Experience 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
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 McIntyre David McIntyre's Morgan Stanley Experience 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
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 Capriotti Kristen Capriotti's Morgan Stanley Experience 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
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 Patel Avani Patel's Morgan Stanley Experience 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
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 Pontrello's Morgan Stanley Experience 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
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 Mui Albert Mui's Morgan Stanley Experience 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
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 Mark Jesse Mark's Morgan Stanley Experience 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
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 Lemons Clark Lemons's Morgan Stanley Experience 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
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 Yakymiv Gregory Yakymiv's Morgan Stanley Experience 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
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 Bartock Kelly Bartock's Morgan Stanley Experience 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
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 Rawal Amit Rawal's Morgan Stanley Experience 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
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 Kardux Brad Kardux's Morgan Stanley Experience 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
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 Needham Daniel Needham's Morgan Stanley Experience 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
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, CFP Frazier Caner, CFP's Morgan Stanley Experience 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
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 Pannkuk Paul Pannkuk's Morgan Stanley Experience 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
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, MBA Daphnee B. Pierre, MBA's Morgan Stanley Experience 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
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 Schupak Benjamin Schupak's Morgan Stanley Experience 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
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 Oldham David Oldham's Morgan Stanley Experience 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
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 Kimani's Morgan Stanley Experience 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
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, CFE's Morgan Stanley Experience 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
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 Shadman's Morgan Stanley Experience 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
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 Patel Jigyna Patel's Morgan Stanley Experience 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
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 Shaw Stephanie Shaw's Morgan Stanley Experience 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
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 Gannon Sean Gannon's Morgan Stanley Experience 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
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, CRCM Deborah J. Smith, CRCM's Morgan Stanley Experience 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
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 Nijhawan Anita Nijhawan's Morgan Stanley Experience 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
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-IM Will Vattananun, MS, PMP, CHTS-IM's Morgan Stanley Experience 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
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 Mihalkovitz Leo Mihalkovitz's Morgan Stanley Experience 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
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 Pandya Advait Pandya's Morgan Stanley Experience 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
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 Le Brian Le's Morgan Stanley Experience 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
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 Holleran Joe Holleran's Morgan Stanley Experience 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
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 Budenski's Morgan Stanley Experience 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
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 Kappauf's Morgan Stanley Experience 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
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 Fishel Rick Fishel's Morgan Stanley Experience 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
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 Lewis Dom Lewis's Morgan Stanley Experience 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
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 Minor Christopher Minor's Morgan Stanley Experience 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
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 Jin Emma Jin's Morgan Stanley Experience 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)
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®'s Morgan Stanley Experience 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
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 Gravenstine's Morgan Stanley Experience 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
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 Frohman's Morgan Stanley Experience 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
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 Tunnell Sarah Tunnell's Morgan Stanley Experience 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
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 Metcalf Andrea Metcalf's Morgan Stanley Experience 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
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 McVeigh Silviya McVeigh's Morgan Stanley Experience 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
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 Fuehrer Michael Fuehrer's Morgan Stanley Experience 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
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 Pyne's Morgan Stanley Experience 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
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 Dempsey Brian Dempsey's Morgan Stanley Experience 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
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 Shoulders Rebecca Shoulders's Morgan Stanley Experience 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
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 Baek's Morgan Stanley Experience 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
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 Jablonskyj Roman Jablonskyj's Morgan Stanley Experience 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
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 Rios Anthony Rios's Morgan Stanley Experience 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
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 Lambert Emmy Lambert's Morgan Stanley Experience 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
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 Foersterling Robert Bob Foersterling's Morgan Stanley Experience 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
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. Bennett Lisa M. Bennett's Morgan Stanley Experience 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
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 Picarella Jim Picarella's Morgan Stanley Experience 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
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 Milner Alexander Milner's Morgan Stanley Experience 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
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 Kardish Andrew Kardish's Morgan Stanley Experience 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
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 Imbo Matthew Imbo's Morgan Stanley Experience 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
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 Casseus Pradley Casseus's Morgan Stanley Experience 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
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 Bliss Brendan Bliss's Morgan Stanley Experience 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
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 Ellington's Morgan Stanley Experience 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
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®'s Morgan Stanley Experience 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
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
Hugh Xie's Morgan Stanley Experience 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
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
Tom Bachrach's Morgan Stanley Experience 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
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
Timothy Rothka's Morgan Stanley Experience 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
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
Daniel Lha's Morgan Stanley Experience 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
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
Kyle Rogers's Morgan Stanley Experience 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
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
Bill Appicelli, CFA's Morgan Stanley Experience 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
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
Jonathan Batista's Morgan Stanley Experience 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
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
Jane Guokas's Morgan Stanley Experience August 1982 - Present
Job Financial Advisor, Sr VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 1982 - Present
Education
Drexel University
Morgan Stanley August 1982 - Present
Education
Drexel University
Diane Sher - Kessler's Morgan Stanley Experience 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
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
Alvin Saini's Morgan Stanley Experience 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
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
Bill Hines's Morgan Stanley Experience 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
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
Mark Lipacis's Morgan Stanley Experience 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
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
Kevin Atteson's Morgan Stanley Experience 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
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
Charece Martin's Morgan Stanley Experience 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
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
Michele Peluso's Morgan Stanley Experience 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
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
George Sugden CFP®'s Morgan Stanley Experience 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
Sugden Wealth Management October 2012 - Present
MJ Smith & Associates November 2011 - September 2012
Morgan Stanley 2009 - October 2011
Education
Drexel University
BA, Business
Frank D. Mezzanotte, Jr.'s Morgan Stanley Experience 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
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
Brian Keena, CTP's Morgan Stanley Experience 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
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
Matthew McGinley's Morgan Stanley Experience 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
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
Lisa Ainsworth's Morgan Stanley Experience 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
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
Julia Warren's Morgan Stanley Experience 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
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
Jack Cunha's Morgan Stanley Experience 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
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 Tarpey's Morgan Stanley Experience 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
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 Garzona's Morgan Stanley Experience 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
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
Asha Gandhi's Morgan Stanley Experience 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
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
Chris Zinsley's Morgan Stanley Experience 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
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
Aidan Smith's Morgan Stanley Experience 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
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
Ganika Balkaran's Morgan Stanley Experience 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
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
Lynnette Grandner's Morgan Stanley Experience 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
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
Christine Sarver's Morgan Stanley Experience 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
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
Andrew D Wong's Morgan Stanley Experience 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
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
Pooja Bakshi's Morgan Stanley Experience 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
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
Myke Marshall's Morgan Stanley Experience 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
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
Tim Prevo's Morgan Stanley Experience October 1997 - Present
Job First Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 1997 - Present
Education
Drake University 1985 — 1989
BA
Morgan Stanley October 1997 - Present
Education
Drake University 1985 — 1989
BA
Lynnette Grandner's Morgan Stanley Experience 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
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
David Nell's Morgan Stanley Experience 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
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
Allana Grinshteyn, Esq.'s Morgan Stanley Experience 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
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
John McDevitt's Morgan Stanley Experience 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
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
Jim McCaughey's Morgan Stanley Experience May 2011 - April 2012
Job
Industry Financial Services
Ana Riewerts's Morgan Stanley Experience 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
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
Demetrios Imprixis's Morgan Stanley Experience 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
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
John J. D'Alessandro's Morgan Stanley Experience 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
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
Elizabeth Callery's Morgan Stanley Experience 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
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
Chris Lazzaro's Morgan Stanley Experience 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
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
james kimmel's Morgan Stanley Experience 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
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
Bruce Vega's Morgan Stanley Experience 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
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
Derek Newsom's Morgan Stanley Experience 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
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
Henry (Hank) Brown's Morgan Stanley Experience 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
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
Grazyna Bakun's Morgan Stanley Experience 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
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
Matthew Hornstein's Morgan Stanley Experience 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
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
Gregory Liro's Morgan Stanley Experience 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
UBS January 2013 - Present
Morgan Stanley August 2008 - December 2012
Education
Drew University 2006 — 2009
Bachelor of Arts (BA), Economics
Brett Casebolt's Morgan Stanley Experience 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
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
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS