Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
Employee
Years
Job
Industry
Thomas R. Grumbine II Thomas R. Grumbine II's Morgan Stanley Experience August 2005 - March 2006
Job Vice President of Operations at FFR
Industry Insurance
Experience
Firstrust Financial Resources July 2015 - Present
MetLife March 2011 - Present
Sovereign Bank Santander August 2007 - March 2011
Sovereign Bank August 2006 - October 2007
Beard Miller Company (Consulting) March 2006 - August 2006
Morgan Stanley August 2005 - March 2006
Skills
Internal Controls, Auditing, Access, Financial Analysis, Banking, Accounting, Internal Audit, General Ledger, Variance Analysis, Account Reconciliation, Finance, Essbase, Financial Reporting, Corporate Finance, Financial Services, Process Improvement, Strategic Financial..., Analysis, Financial Modeling, Financial Risk, Sarbanes-Oxley Act, Management, Microsoft Excel
Education
Drexel University - College of Business and Administration 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance Concentration
Muhlenberg High School 1995 — 1998
Firstrust Financial Resources July 2015 - Present
MetLife March 2011 - Present
Sovereign Bank Santander August 2007 - March 2011
Sovereign Bank August 2006 - October 2007
Beard Miller Company (Consulting) March 2006 - August 2006
Morgan Stanley August 2005 - March 2006
Skills
Internal Controls, Auditing, Access, Financial Analysis, Banking, Accounting, Internal Audit, General Ledger, Variance Analysis, Account Reconciliation, Finance, Essbase, Financial Reporting, Corporate Finance, Financial Services, Process Improvement, Strategic Financial..., Analysis, Financial Modeling, Financial Risk, Sarbanes-Oxley Act, Management, Microsoft Excel
Education
Drexel University - College of Business and Administration 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance Concentration
Muhlenberg High School 1995 — 1998
Shuying Zhang (Sophia) Shuying Zhang (Sophia)'s Morgan Stanley Experience October 2014 - March 2015
Job Financial Training Program Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - March 2015
Shine Wellness Inc. June 2014 - September 2014
Sun Life Financial August 2013 - August 2013
HSBC April 2013 - June 2013
CITIC Securities July 2012 - August 2012
Bank of Hangzhou July 2011 - July 2011
Skills
Finance, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Data Analysis, Analysis, Economics, Market Research
Education
Drexel University 2013 — 2015
Master's degree, Finance and Financial Management Services
Zhejiang Gongshang University 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
Morgan Stanley October 2014 - March 2015
Shine Wellness Inc. June 2014 - September 2014
Sun Life Financial August 2013 - August 2013
HSBC April 2013 - June 2013
CITIC Securities July 2012 - August 2012
Bank of Hangzhou July 2011 - July 2011
Skills
Finance, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Data Analysis, Analysis, Economics, Market Research
Education
Drexel University 2013 — 2015
Master's degree, Finance and Financial Management Services
Zhejiang Gongshang University 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
Andrew Gosden Andrew Gosden's Morgan Stanley Experience July 2008 - August 2011
Job Apollo Global Management
Industry Financial Services
Experience
Apollo Global Management LLC July 2015 - Present
Providence Equity Partners September 2014 - June 2015
BlackRock August 2013 - August 2014
Morgan Stanley July 2008 - August 2011
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Duke University 2004 — 2008
B.A., History
Apollo Global Management LLC July 2015 - Present
Providence Equity Partners September 2014 - June 2015
BlackRock August 2013 - August 2014
Morgan Stanley July 2008 - August 2011
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Duke University 2004 — 2008
B.A., History
Chun-Yi Lin Chun-Yi Lin's Morgan Stanley Experience April 2005 - November 2009
Job Finance Professional | Asset Management | Institutional Client Service | Client Reporting and Financial Statements
Industry Financial Services
Experience
BMGI Group February 2014 - July 2015
Rainier Investment Management August 2012 - November 2013
State Street December 2009 - June 2012
Morgan Stanley April 2005 - November 2009
Delaware Investments November 1997 - March 2005
Skills
Fixed Income, Mutual Funds, Portfolio Management, Bloomberg, Process Improvement, Institutional Portfolio..., Client Relationships, Client Reporting and..., Microsoft Office, Investment Accounting, Portfolio Performance..., Cash Management, International Trade..., Derivative, Review Reconciliation..., Asset Rebalancing, Vendor Oversight and..., Charles River Trading..., Project Coordination, Team Leadership, Soft Dollar Management, Custodian Relationship, System Conversion, Blackrock Aladdin, Derivatives, Customer Service
Education
Drexel University - LeBow College of Business
MBA
BMGI Group February 2014 - July 2015
Rainier Investment Management August 2012 - November 2013
State Street December 2009 - June 2012
Morgan Stanley April 2005 - November 2009
Delaware Investments November 1997 - March 2005
Skills
Fixed Income, Mutual Funds, Portfolio Management, Bloomberg, Process Improvement, Institutional Portfolio..., Client Relationships, Client Reporting and..., Microsoft Office, Investment Accounting, Portfolio Performance..., Cash Management, International Trade..., Derivative, Review Reconciliation..., Asset Rebalancing, Vendor Oversight and..., Charles River Trading..., Project Coordination, Team Leadership, Soft Dollar Management, Custodian Relationship, System Conversion, Blackrock Aladdin, Derivatives, Customer Service
Education
Drexel University - LeBow College of Business
MBA
George Buckley III George Buckley III's Morgan Stanley Experience 2007 - 2011
Job MBAMPH Provider Focused Student at UCLA Anderson School of Management & Fielding School of Public Health, Class of 2016
Industry Hospital & Health Care
Experience
PwC June 2015 - August 2015
UC San Diego Health System June 2014 - January 2015
Milken Institute March 2014 - May 2014
Johns Hopkins School of Medicine May 2011 - August 2013
Morgan Stanley 2007 - 2011
Management Health Solutions, Inc. October 2006 - December 2006
English Lacrosse Association August 2005 - June 2006
Sister Cities of Durham, Inc. June 2004 - May 2005
Skills
Health Care Systems, Healthcare Management, Healthcare improvement, Healthcare Consulting, Hospital Revenue Cycle, Revenue Cycle Management, Healthcare Reimbursement, Hospital Information..., Strategic Planning, Supply Chain Management, Financial Analysis, Clinical Research, Health Research, EMRs, Community Outreach, Non-profit Fund..., Research Funding, Financial Markets, Nonprofits, Research, Data Analysis, Analysis, Sports Coaching, Excel, Microsoft Office
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
UCLA Fielding School of Public Health
Master of Public Health (MPH), Health Policy & Management (HPM) Concentration
Duke University 2001 — 2005
BS, Biology
University of Oxford 2002 — 2002
Summer Coursework in Shakespearian Plays and Oxford Architecture at Trinity College.
Wantagh High School 1997 — 2001
PwC June 2015 - August 2015
UC San Diego Health System June 2014 - January 2015
Milken Institute March 2014 - May 2014
Johns Hopkins School of Medicine May 2011 - August 2013
Morgan Stanley 2007 - 2011
Management Health Solutions, Inc. October 2006 - December 2006
English Lacrosse Association August 2005 - June 2006
Sister Cities of Durham, Inc. June 2004 - May 2005
Skills
Health Care Systems, Healthcare Management, Healthcare improvement, Healthcare Consulting, Hospital Revenue Cycle, Revenue Cycle Management, Healthcare Reimbursement, Hospital Information..., Strategic Planning, Supply Chain Management, Financial Analysis, Clinical Research, Health Research, EMRs, Community Outreach, Non-profit Fund..., Research Funding, Financial Markets, Nonprofits, Research, Data Analysis, Analysis, Sports Coaching, Excel, Microsoft Office
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
UCLA Fielding School of Public Health
Master of Public Health (MPH), Health Policy & Management (HPM) Concentration
Duke University 2001 — 2005
BS, Biology
University of Oxford 2002 — 2002
Summer Coursework in Shakespearian Plays and Oxford Architecture at Trinity College.
Wantagh High School 1997 — 2001
Alex Mansfield Alex Mansfield's Morgan Stanley Experience June 2011 - July 2013
Job Associate at Berkshire Partners
Industry Venture Capital & Private Equity
Experience
Berkshire Partners August 2015 - Present
Berkshire Partners August 2013 - August 2015
Morgan Stanley June 2011 - July 2013
Duke University August 2008 - May 2011
Morgan Stanley June 2010 - August 2010
DUMAC (Duke University's Endowment Manager) January 2009 - April 2009
Skills
Investment Banking, Corporate Finance, Economics, Financial Markets, Research, Financial Modeling, Valuation, Equities, Financial Analysis, Due Diligence, Investments, Data Analysis, Mergers & Acquisitions
Education
Duke University 2007 — 2011
B.S., Major, Economics; Certificate, Markets and Management; Minor, Sociology
London School of Economics and Political Science 2009 — 2009
Economics
Charlotte Country Day School 2003 — 2007
Berkshire Partners August 2015 - Present
Berkshire Partners August 2013 - August 2015
Morgan Stanley June 2011 - July 2013
Duke University August 2008 - May 2011
Morgan Stanley June 2010 - August 2010
DUMAC (Duke University's Endowment Manager) January 2009 - April 2009
Skills
Investment Banking, Corporate Finance, Economics, Financial Markets, Research, Financial Modeling, Valuation, Equities, Financial Analysis, Due Diligence, Investments, Data Analysis, Mergers & Acquisitions
Education
Duke University 2007 — 2011
B.S., Major, Economics; Certificate, Markets and Management; Minor, Sociology
London School of Economics and Political Science 2009 — 2009
Economics
Charlotte Country Day School 2003 — 2007
Kateri Zhu's Morgan Stanley Experience August 2010 - July 2012
Job Marketing Manager at Currency Cloud
Industry Financial Services
Experience
Currency Cloud April 2015 - Present
Axial October 2013 - October 2014
Mill Road Capital August 2012 - October 2013
Morgan Stanley August 2010 - July 2012
Skills
Financial Modeling, Private Equity, Marketing, SEM, Business Development, Digital Marketing, Valuation, Investment Banking, Customer Acquisition, Conversion Optimization, Economics, Capital Markets, Contract Negotiation, Corporate Finance, Lead Generation, Leveraged Finance, Due Diligence, Financial Analysis, Bloomberg, Keyword Generation, SEO, Link Building, Data Analysis, Adwords, Landing Page..., PPC, LBO, DCF, Alternative Investments, Return Modeling, Capital IQ, Management
Education
Duke University 2006 — 2010
Graduated Phi Beta Kappa, Cum Laude, and Dean's List with Distinction, B.A. in Political Science, Minor in Economics, Certificate in Markets and Management, Cole Scholar, WuDunn Scholar, Scholarship and Fellowship Speaker
Currency Cloud April 2015 - Present
Axial October 2013 - October 2014
Mill Road Capital August 2012 - October 2013
Morgan Stanley August 2010 - July 2012
Skills
Financial Modeling, Private Equity, Marketing, SEM, Business Development, Digital Marketing, Valuation, Investment Banking, Customer Acquisition, Conversion Optimization, Economics, Capital Markets, Contract Negotiation, Corporate Finance, Lead Generation, Leveraged Finance, Due Diligence, Financial Analysis, Bloomberg, Keyword Generation, SEO, Link Building, Data Analysis, Adwords, Landing Page..., PPC, LBO, DCF, Alternative Investments, Return Modeling, Capital IQ, Management
Education
Duke University 2006 — 2010
Graduated Phi Beta Kappa, Cum Laude, and Dean's List with Distinction, B.A. in Political Science, Minor in Economics, Certificate in Markets and Management, Cole Scholar, WuDunn Scholar, Scholarship and Fellowship Speaker
Thomas Thornton Thomas Thornton's Morgan Stanley Experience December 2004 - March 2009
Job Financial Services Advisory
Industry Financial Services
Experience
EY November 2014 - Present
Morgan Stanley Wealth Management March 2009 - October 2014
Morgan Stanley December 2004 - March 2009
Skills
Series 7, Derivatives, Equities, Hedge Funds, Securities, Capital Markets, Program Management, Funding, Prime Brokerage
Education
Drexel University - College of Business and Administration
MBA - Finance
University of Delaware - Lerner College of Business and Economics
BA-Econ
EY November 2014 - Present
Morgan Stanley Wealth Management March 2009 - October 2014
Morgan Stanley December 2004 - March 2009
Skills
Series 7, Derivatives, Equities, Hedge Funds, Securities, Capital Markets, Program Management, Funding, Prime Brokerage
Education
Drexel University - College of Business and Administration
MBA - Finance
University of Delaware - Lerner College of Business and Economics
BA-Econ
Dhrumil Patel's Morgan Stanley Experience June 2015 - August 2015
Job Student at Duke University
Industry Computer Software
Experience
Center for Advanced Hindsight September 2014 - Present
Morgan Stanley June 2015 - August 2015
Google January 2015 - August 2015
CS 101: Introduction to Computer Science August 2014 - January 2015
Duke in Silicon Valley July 2014 - August 2014
1StudentBody May 2014 - August 2014
Last of a Dying Breed Clothing Co. July 2013 - July 2014
Blessed Be Hope for Three, Inc. September 2012 - June 2014
FourSquared Free September 2012 - April 2014
Mathnasium - The Math Learning Center March 2013 - July 2013
Skills
Social Media, Data Analysis, Microsoft Excel, Advertising, Python, Nonprofits, Java, Analytics, JavaScript, Django, Market Research, Public Speaking, R, HTML, CSS, SQLite, SQL, Google Analytics, Databases, Grant Writing, YAML, Scripting, SEO, Weightlifting, Cooking
Education
Duke University 2013 — 2017
Bachelor of Science (B.S.), Computer Science
L.V. Hightower High School 2009 — 2013
Center for Advanced Hindsight September 2014 - Present
Morgan Stanley June 2015 - August 2015
Google January 2015 - August 2015
CS 101: Introduction to Computer Science August 2014 - January 2015
Duke in Silicon Valley July 2014 - August 2014
1StudentBody May 2014 - August 2014
Last of a Dying Breed Clothing Co. July 2013 - July 2014
Blessed Be Hope for Three, Inc. September 2012 - June 2014
FourSquared Free September 2012 - April 2014
Mathnasium - The Math Learning Center March 2013 - July 2013
Skills
Social Media, Data Analysis, Microsoft Excel, Advertising, Python, Nonprofits, Java, Analytics, JavaScript, Django, Market Research, Public Speaking, R, HTML, CSS, SQLite, SQL, Google Analytics, Databases, Grant Writing, YAML, Scripting, SEO, Weightlifting, Cooking
Education
Duke University 2013 — 2017
Bachelor of Science (B.S.), Computer Science
L.V. Hightower High School 2009 — 2013
Grant Huebner's Morgan Stanley Experience May 2015 - Present
Job Graduate Student at Drexel University
Industry International Trade and Development
Experience
Morgan Stanley May 2015 - Present
The Collaboratory for Strategic Partnerships and Applied Research at Messiah College September 2013 - Present
World Vision May 2014 - August 2014
Huebner Lawn Services May 2012 - September 2012
Skills
Public Speaking, Business Development, Project Management, Strategic Planning, Market Research, Leadership, Community Development, Community Outreach, Economic Development, Nonprofits, Time Management, Teamwork, Event Planning, Social Entrepreneurship, Fundraising, Facebook, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel
Education
Drexel University - LeBow College of Business 2015 — 2016
Master’s Degree, Economics
Messiah College 2011 — 2015
Bachelor of Science (BS), Economics
Morgan Stanley May 2015 - Present
The Collaboratory for Strategic Partnerships and Applied Research at Messiah College September 2013 - Present
World Vision May 2014 - August 2014
Huebner Lawn Services May 2012 - September 2012
Skills
Public Speaking, Business Development, Project Management, Strategic Planning, Market Research, Leadership, Community Development, Community Outreach, Economic Development, Nonprofits, Time Management, Teamwork, Event Planning, Social Entrepreneurship, Fundraising, Facebook, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel
Education
Drexel University - LeBow College of Business 2015 — 2016
Master’s Degree, Economics
Messiah College 2011 — 2015
Bachelor of Science (BS), Economics
Blake Byers Blake Byers's Morgan Stanley Experience 2006 - 2006
Job General Partner at Google Ventures
Industry Higher Education
Experience
Google Ventures November 2011 - Present
Stanford University August 2007 - November 2011
Morgan Stanley 2006 - 2006
Skills
Venture Capital, Entrepreneurship, Product Development, Start-ups, Research, Lifesciences
Education
Stanford University 2007 — 2011
Doctor of Philosophy (Ph.D.), Bioengineering
Stanford University 2007 — 2009
MS, Bioengineering
Duke University 2003 — 2007
BS, Biomedical Engineering and Economics
Google Ventures November 2011 - Present
Stanford University August 2007 - November 2011
Morgan Stanley 2006 - 2006
Skills
Venture Capital, Entrepreneurship, Product Development, Start-ups, Research, Lifesciences
Education
Stanford University 2007 — 2011
Doctor of Philosophy (Ph.D.), Bioengineering
Stanford University 2007 — 2009
MS, Bioengineering
Duke University 2003 — 2007
BS, Biomedical Engineering and Economics
Ben Fenton Ben Fenton's Morgan Stanley Experience March 2007 - August 2008
Job Vice President at BFG Partners
Industry Food & Beverages
Experience
BFG Partners November 2014 - Present
Hutchin Hill Capital September 2012 - March 2014
Oak Hill Advisors September 2008 - May 2012
Morgan Stanley March 2007 - August 2008
The Yucaipa Companies December 2005 - February 2007
UBS Investment Bank June 2004 - September 2005
Skills
Alternative Investments, Bloomberg, Financial Modeling, Equities, Capital Markets, Fixed Income, Hedge Funds, Investments, Private Equity, Valuation, Mergers & Acquisitions, Corporate Finance
Education
Duke University 2000 — 2004
BA, Economics
Duke University 2000 — 2004
Bachelor of Arts (B.A.), Economics
BFG Partners November 2014 - Present
Hutchin Hill Capital September 2012 - March 2014
Oak Hill Advisors September 2008 - May 2012
Morgan Stanley March 2007 - August 2008
The Yucaipa Companies December 2005 - February 2007
UBS Investment Bank June 2004 - September 2005
Skills
Alternative Investments, Bloomberg, Financial Modeling, Equities, Capital Markets, Fixed Income, Hedge Funds, Investments, Private Equity, Valuation, Mergers & Acquisitions, Corporate Finance
Education
Duke University 2000 — 2004
BA, Economics
Duke University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Barbara T Black Barbara T Black's Morgan Stanley Experience April 2005 - July 2006
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2009 - Present
Raymond James and Associates July 2006 - December 2008
Morgan Stanley April 2005 - July 2006
Robert W Baird and Company July 1994 - April 2005
Education
Duke University
Master's degree, English
Indiana University
Indiana state certification in Secondary School Administration
Villanova University
Bachelor's degree, English Language and Literature/Letters
Ameriprise Financial Services, Inc. January 2009 - Present
Raymond James and Associates July 2006 - December 2008
Morgan Stanley April 2005 - July 2006
Robert W Baird and Company July 1994 - April 2005
Education
Duke University
Master's degree, English
Indiana University
Indiana state certification in Secondary School Administration
Villanova University
Bachelor's degree, English Language and Literature/Letters
Olga Sudakova Olga Sudakova's Morgan Stanley Experience 2005 - 2005
Job Senior Audit Officer at Century Bank
Industry Banking
Experience
Century Bank September 2014 - Present
Lockheed Martin June 2014 - September 2014
Lockheed Martin June 2012 - June 2014
Lockheed Martin June 2011 - June 2012
Lockheed Martin July 2007 - June 2011
South Jersey Behavioral Health Resources February 2006 - May 2007
Morgan Stanley 2005 - 2005
First Investors Corporation 2004 - 2004
Skills
Foreign Languages, Microsoft Office, Financial Analysis, Accounting, Proposal Management, Pricing, Program Management, Business Case, Presentation Development, Executive Communications, Auditing, Strategy, Financial Modeling, Proposal Writing, SAP, Project Management, Long Range Planning, Financial Accounting, Revenue Recognition, Internal Audit, Earned Value Management, Variance Analysis, Cost Accounting, Managerial Finance, Strategic Financial..., Business Strategy, Leadership, Corporate Finance, Analysis, Hyperion
Education
Drexel University 2008 — 2010
MBA, International Business, 3.97
Rutgers University 2003 — 2007
BS/BA, Finance and German, 3.88
Universität Konstanz 2005 — 2005
German, German Studies, 4.0
Century Bank September 2014 - Present
Lockheed Martin June 2014 - September 2014
Lockheed Martin June 2012 - June 2014
Lockheed Martin June 2011 - June 2012
Lockheed Martin July 2007 - June 2011
South Jersey Behavioral Health Resources February 2006 - May 2007
Morgan Stanley 2005 - 2005
First Investors Corporation 2004 - 2004
Skills
Foreign Languages, Microsoft Office, Financial Analysis, Accounting, Proposal Management, Pricing, Program Management, Business Case, Presentation Development, Executive Communications, Auditing, Strategy, Financial Modeling, Proposal Writing, SAP, Project Management, Long Range Planning, Financial Accounting, Revenue Recognition, Internal Audit, Earned Value Management, Variance Analysis, Cost Accounting, Managerial Finance, Strategic Financial..., Business Strategy, Leadership, Corporate Finance, Analysis, Hyperion
Education
Drexel University 2008 — 2010
MBA, International Business, 3.97
Rutgers University 2003 — 2007
BS/BA, Finance and German, 3.88
Universität Konstanz 2005 — 2005
German, German Studies, 4.0
Lee Fan's Morgan Stanley Experience July 2006 - July 2009
Job Vice President, Technology Investment Banking at Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch June 2014 - Present
Evercore Partners August 2011 - June 2014
Enoch Capital June 2010 - September 2010
Morgan Stanley July 2006 - July 2009
Shinsei Bank June 2004 - August 2005
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Strategic Management, Finance
Duke University 2003 — 2006
BS, Economics, Biology
BofA Merrill Lynch June 2014 - Present
Evercore Partners August 2011 - June 2014
Enoch Capital June 2010 - September 2010
Morgan Stanley July 2006 - July 2009
Shinsei Bank June 2004 - August 2005
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Strategic Management, Finance
Duke University 2003 — 2006
BS, Economics, Biology
Amrita Ahuja Amrita Ahuja's Morgan Stanley Experience August 2001 - January 2003
Job SVP, Investor Relations at Activision Blizzard
Industry Entertainment
Experience
Activision Blizzard December 2014 - Present
Activision Blizzard September 2012 - December 2014
Activision Blizzard June 2010 - September 2012
Fox Networks Group, Corporate Development 2007 - June 2010
McKinsey & Company 2006 - 2006
The Walt Disney Company February 2003 - July 2005
Morgan Stanley August 2001 - January 2003
Skills
Corporate Development, Financial Modeling, Mergers, Strategic Partnerships, Business Strategy, Strategy, Valuation, Venture Capital, Private Equity, Start-ups, M&A experience, Corporate Finance
Education
Harvard Business School 2005 — 2007
Master of Business Administration (M.B.A.)
Duke University 1997 — 2001
A.B., Economics
Shaker Heights High School 1993 — 1997
Activision Blizzard December 2014 - Present
Activision Blizzard September 2012 - December 2014
Activision Blizzard June 2010 - September 2012
Fox Networks Group, Corporate Development 2007 - June 2010
McKinsey & Company 2006 - 2006
The Walt Disney Company February 2003 - July 2005
Morgan Stanley August 2001 - January 2003
Skills
Corporate Development, Financial Modeling, Mergers, Strategic Partnerships, Business Strategy, Strategy, Valuation, Venture Capital, Private Equity, Start-ups, M&A experience, Corporate Finance
Education
Harvard Business School 2005 — 2007
Master of Business Administration (M.B.A.)
Duke University 1997 — 2001
A.B., Economics
Shaker Heights High School 1993 — 1997
Michael Dechert Michael Dechert's Morgan Stanley Experience June 2010 - July 2012
Job Analyst at Farallon Capital Management
Industry Investment Management
Experience
Farallon Capital Management September 2014 - Present
Hellman & Friedman July 2012 - July 2014
Morgan Stanley June 2010 - July 2012
Morgan Stanley June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Education
Duke University 2006 — 2010
Bachelor of Science (B.S.), Economics
University College London 2008 — 2008
Economics
Farallon Capital Management September 2014 - Present
Hellman & Friedman July 2012 - July 2014
Morgan Stanley June 2010 - July 2012
Morgan Stanley June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Education
Duke University 2006 — 2010
Bachelor of Science (B.S.), Economics
University College London 2008 — 2008
Economics
Jennifer Cox Mann, CFP®, CDFA™'s Morgan Stanley Experience January 2003 - August 2004
Job Relationship Manager / Manager Insurance and Special Projects at Botsford Financial Group
Industry Financial Services
Experience
Botsford Financial Group April 2007 - Present
Smith Barney / Citigroup Global Markets, Inc. August 2004 - March 2007
Morgan Stanley January 2003 - August 2004
Salomon Smith Barney April 2000 - January 2003
Skills
Series 7, Series 63, Strategic Financial..., Retirement Planning, Asset Allocation, Wealth Management, Investment Advisory, Mutual Funds, Investments, Retirement, Series 65, Life & Health Insurance..., Estate Planning, 401k, Series 24, Investment Strategies, Alternative Investments, Portfolio Management, Variable Products, Certified Divorce..., Certified Financial..., Series 6, Uniform Combined State..., Variable Annuities, Securities, Fixed Annuities, Financial Planners, FINRA, Insurance, WEALTH
Education
Duke University 2005 — 2006
Professional, Executive Certificate in Certified Financial Planning
University of North Carolina at Chapel Hill 1996 — 1999
BA, Communication Studies
White Oak High School 1992 — 1996
Diploma
Botsford Financial Group April 2007 - Present
Smith Barney / Citigroup Global Markets, Inc. August 2004 - March 2007
Morgan Stanley January 2003 - August 2004
Salomon Smith Barney April 2000 - January 2003
Skills
Series 7, Series 63, Strategic Financial..., Retirement Planning, Asset Allocation, Wealth Management, Investment Advisory, Mutual Funds, Investments, Retirement, Series 65, Life & Health Insurance..., Estate Planning, 401k, Series 24, Investment Strategies, Alternative Investments, Portfolio Management, Variable Products, Certified Divorce..., Certified Financial..., Series 6, Uniform Combined State..., Variable Annuities, Securities, Fixed Annuities, Financial Planners, FINRA, Insurance, WEALTH
Education
Duke University 2005 — 2006
Professional, Executive Certificate in Certified Financial Planning
University of North Carolina at Chapel Hill 1996 — 1999
BA, Communication Studies
White Oak High School 1992 — 1996
Diploma
Andrea Mihic Andrea Mihic's Morgan Stanley Experience June 2013 - August 2015
Job Associate at Warburg Pincus LLC
Industry Venture Capital & Private Equity
Experience
Warburg Pincus LLC August 2015 - Present
Morgan Stanley June 2013 - August 2015
Duke Investment Club June 2010 - May 2013
Duke University April 2010 - March 2013
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Social Entrepreneurship Corps May 2010 - July 2010
Skills
Economics, Spanish, French, Microsoft Excel, German, Croatian
Education
Duke University 2009 — 2013
BS, Economics Major, Neuroscience Minor
UNITED WORLD COLLEGE OF THE ATLANTIC 2007 — 2009
International Baccalaureate Diploma
Warburg Pincus LLC August 2015 - Present
Morgan Stanley June 2013 - August 2015
Duke Investment Club June 2010 - May 2013
Duke University April 2010 - March 2013
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Social Entrepreneurship Corps May 2010 - July 2010
Skills
Economics, Spanish, French, Microsoft Excel, German, Croatian
Education
Duke University 2009 — 2013
BS, Economics Major, Neuroscience Minor
UNITED WORLD COLLEGE OF THE ATLANTIC 2007 — 2009
International Baccalaureate Diploma
Kate Salzman's Morgan Stanley Experience September 2013 - Present
Job Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley June 2012 - August 2013
Morgan Stanley June 2011 - August 2011
The Pace Gallery LLC May 2010 - August 2010
Christie's May 2009 - August 2009
Skills
Bloomberg, Capital IQ, Microsoft Excel, PowerPoint, Dealogic, Thomson One Banker, Thomson One Analytics, DealAxis, Economics, Valuation, Capital Markets, Equity Capital Markets, Corporate Finance, Equity Research
Education
Duke University 2008 — 2012
Bachelor of Arts (B.A.), Art History
Greenwich Academy 1998 — 2008
Diploma
Morgan Stanley September 2013 - Present
Morgan Stanley June 2012 - August 2013
Morgan Stanley June 2011 - August 2011
The Pace Gallery LLC May 2010 - August 2010
Christie's May 2009 - August 2009
Skills
Bloomberg, Capital IQ, Microsoft Excel, PowerPoint, Dealogic, Thomson One Banker, Thomson One Analytics, DealAxis, Economics, Valuation, Capital Markets, Equity Capital Markets, Corporate Finance, Equity Research
Education
Duke University 2008 — 2012
Bachelor of Arts (B.A.), Art History
Greenwich Academy 1998 — 2008
Diploma
Bryan Andrzejewski Bryan Andrzejewski's Morgan Stanley Experience July 1988 - November 2007
Job Partner, CFO and COO at DBO Partners LLC (fmr Dean Bradley Osborne LLC)
Industry Investment Banking
Experience
DBO Partners (fmrly Dean Bradley Osborne LLC) February 2012 - Present
Morgan Stanley July 1988 - November 2007
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Equities, Private Equity, Investments, Valuation, IPO, Capital Markets, Financial Modeling
Education
Duke University 1984 — 1988
Bachelor of Arts (B.A.), Economics and German
DBO Partners (fmrly Dean Bradley Osborne LLC) February 2012 - Present
Morgan Stanley July 1988 - November 2007
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Equities, Private Equity, Investments, Valuation, IPO, Capital Markets, Financial Modeling
Education
Duke University 1984 — 1988
Bachelor of Arts (B.A.), Economics and German
Bryan Sayler Bryan Sayler's Morgan Stanley Experience 2008 - 2011
Job Research Analyst at BlueMountain Capital Management
Industry Investment Management
Experience
BlueMountain Capital Management March 2015 - Present
Hound Partners April 2011 - March 2015
Morgan Stanley 2008 - 2011
Education
Duke University 2004 — 2008
B.S., Economics, English
BlueMountain Capital Management March 2015 - Present
Hound Partners April 2011 - March 2015
Morgan Stanley 2008 - 2011
Education
Duke University 2004 — 2008
B.S., Economics, English
Tony Mowad, MBA Tony Mowad, MBA's Morgan Stanley Experience May 2002 - August 2002
Job Director of Sales Audience Solutions at Dun & Bradstreet
Industry Marketing and Advertising
Experience
Dun & Bradstreet May 2015 - Present
LinkedIn August 2014 - May 2015
Bizo (acquired by LinkedIn) February 2013 - August 2014
WeatherBug May 2012 - February 2013
Investopedia ULC March 2011 - May 2012
Crain's New York Business July 2008 - February 2011
The Wall Street Journal March 2005 - July 2008
The Wall Street Journal September 2003 - March 2005
Morgan Stanley May 2002 - August 2002
Skills
Online Advertising, Advertising, Selling, Sales, Digital Media, Lead Generation, Sales Process, Advertising Sales, Social Media, Digital Marketing, Email Marketing, Sales Operations, B2B, Business Development, Web Analytics, Sales Management, Social Media Marketing, Marketing Strategy, Management, Digital Strategy, Display Advertising, Media Buying, SEO, Strategic Partnerships, Omniture, Direct Marketing, MBA, Creative Direction, Online Marketing, New Business Development, Integrated Marketing, Mobile Advertising, Salesforce.com, Mobile Marketing, Event Planning, comScore, Interactive Marketing, Analytics, Media Planning, Ad Networks, Behavioral Targeting, E-commerce, Account Management, CRM, Marketing, Customer Acquisition, Strategy
Education
Drexel University 2007 — 2009
MBA, Marketing
James Madison University 1998 — 2002
BBA, Marketing
Dun & Bradstreet May 2015 - Present
LinkedIn August 2014 - May 2015
Bizo (acquired by LinkedIn) February 2013 - August 2014
WeatherBug May 2012 - February 2013
Investopedia ULC March 2011 - May 2012
Crain's New York Business July 2008 - February 2011
The Wall Street Journal March 2005 - July 2008
The Wall Street Journal September 2003 - March 2005
Morgan Stanley May 2002 - August 2002
Skills
Online Advertising, Advertising, Selling, Sales, Digital Media, Lead Generation, Sales Process, Advertising Sales, Social Media, Digital Marketing, Email Marketing, Sales Operations, B2B, Business Development, Web Analytics, Sales Management, Social Media Marketing, Marketing Strategy, Management, Digital Strategy, Display Advertising, Media Buying, SEO, Strategic Partnerships, Omniture, Direct Marketing, MBA, Creative Direction, Online Marketing, New Business Development, Integrated Marketing, Mobile Advertising, Salesforce.com, Mobile Marketing, Event Planning, comScore, Interactive Marketing, Analytics, Media Planning, Ad Networks, Behavioral Targeting, E-commerce, Account Management, CRM, Marketing, Customer Acquisition, Strategy
Education
Drexel University 2007 — 2009
MBA, Marketing
James Madison University 1998 — 2002
BBA, Marketing
Christina Peng Christina Peng's Morgan Stanley Experience May 2003 - August 2003
Job Brand Manager, North America at Neutrogena
Industry Consumer Goods
Experience
Johnson & Johnson July 2010 - Present
FIJI Water August 2009 - October 2009
Dermalogica June 2009 - August 2009
The Bridgespan Group July 2006 - August 2008
Goldman Sachs July 2004 - July 2006
Durham Public Schools January 2004 - June 2004
Morgan Stanley May 2003 - August 2003
Skills
Analytics, Financial Modeling, Market Research, Competitive Analysis, Segmentation, Strategy, Business Strategy, Data Analysis, Financial Analysis, Marketing Strategy, Marketing Research, Start-ups, Product Development, Customer Insight, Product Management, Strategic Planning, Product Marketing, Market Analysis, Project Management, Management Consulting, Consumer Products, Marketing, Marketing Communications, Brand Management
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Marketing, Entrepreneurship
Duke University 2000 — 2004
BS, Economics, Mathematics, Religion
Johnson & Johnson July 2010 - Present
FIJI Water August 2009 - October 2009
Dermalogica June 2009 - August 2009
The Bridgespan Group July 2006 - August 2008
Goldman Sachs July 2004 - July 2006
Durham Public Schools January 2004 - June 2004
Morgan Stanley May 2003 - August 2003
Skills
Analytics, Financial Modeling, Market Research, Competitive Analysis, Segmentation, Strategy, Business Strategy, Data Analysis, Financial Analysis, Marketing Strategy, Marketing Research, Start-ups, Product Development, Customer Insight, Product Management, Strategic Planning, Product Marketing, Market Analysis, Project Management, Management Consulting, Consumer Products, Marketing, Marketing Communications, Brand Management
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Marketing, Entrepreneurship
Duke University 2000 — 2004
BS, Economics, Mathematics, Religion
Raymond Sardiña Raymond Sardiña's Morgan Stanley Experience January 1999 - February 2007
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Inc. March 2007 - Present
Morgan Stanley January 1999 - February 2007
Prudential Securities March 1997 - January 1999
Education
Florida International University 2004 — 2008
Juris Doctor, College of Law
Florida International University 1997 — 2004
Bachelor of Business Administration, Management
Drexel University
Christopher Columbus High School 1991 — 1995
Raymond James Financial Inc. March 2007 - Present
Morgan Stanley January 1999 - February 2007
Prudential Securities March 1997 - January 1999
Education
Florida International University 2004 — 2008
Juris Doctor, College of Law
Florida International University 1997 — 2004
Bachelor of Business Administration, Management
Drexel University
Christopher Columbus High School 1991 — 1995
Ksenia Voropaeva's Morgan Stanley Experience 2009 - 2009
Job Director of Media Operations at 33Across
Industry Internet
Experience
33Across April 2014 - Present
#Startupfix January 2013 - Present
33Across March 2013 - April 2014
The Feast Conference 2014 - 2014
33Across September 2012 - March 2013
33Across July 2011 - September 2012
FoundersCard November 2010 - June 2011
Prospera Mexico 2010 - 2010
Endeavor 2010 - 2010
Morgan Stanley 2009 - 2009
Skills
Entrepreneurship, Online Advertising, Digital Media, Digital Marketing, Digital Strategy, Data Analysis, Start-ups, Event Planning, Strategic Planning, Analytics, Fundraising, Mobile Marketing, Online Marketing, Social Media Marketing, Web Analytics, Advertising, Marketing, Social Media
Education
Duke University 2006 — 2010
Public Policy
NYU
33Across April 2014 - Present
#Startupfix January 2013 - Present
33Across March 2013 - April 2014
The Feast Conference 2014 - 2014
33Across September 2012 - March 2013
33Across July 2011 - September 2012
FoundersCard November 2010 - June 2011
Prospera Mexico 2010 - 2010
Endeavor 2010 - 2010
Morgan Stanley 2009 - 2009
Skills
Entrepreneurship, Online Advertising, Digital Media, Digital Marketing, Digital Strategy, Data Analysis, Start-ups, Event Planning, Strategic Planning, Analytics, Fundraising, Mobile Marketing, Online Marketing, Social Media Marketing, Web Analytics, Advertising, Marketing, Social Media
Education
Duke University 2006 — 2010
Public Policy
NYU
Joshua Evans Joshua Evans's Morgan Stanley Experience June 2011 - August 2011
Job Software Engineer at Brigade Media
Industry Computer Software
Experience
Brigade Media July 2014 - Present
Causes.com (acquired by Brigade Media) November 2013 - July 2014
The University of Georgia January 2013 - August 2013
Deloitte Consulting July 2012 - December 2012
Morgan Stanley June 2011 - August 2011
Investcorp May 2010 - July 2010
Skills
Business Analysis, Business Process..., Data Analysis, Ruby on Rails, Ruby, JavaScript, jQuery, Backbone.js, SQL, Git, HTML, Bootstrap, CSS, Test Driven Development, Web Development, MVC, Risk Management, Analytics, Management Consulting, Financial Modeling, Project Management, Analysis, Access, Strategy, Business Strategy, Team Leadership, Leadership, Financial Analysis, Strategic Planning, Entrepreneurship
Education
Duke University 2008 — 2012
B.S. (Summa Cum Laude), Economics with a Concentration in Finance and a Certificate in Documentary Studies, GPA: 4.00
The University of Georgia
Candidate for M.S., Computer Science, GPA: 4.00
Brigade Media July 2014 - Present
Causes.com (acquired by Brigade Media) November 2013 - July 2014
The University of Georgia January 2013 - August 2013
Deloitte Consulting July 2012 - December 2012
Morgan Stanley June 2011 - August 2011
Investcorp May 2010 - July 2010
Skills
Business Analysis, Business Process..., Data Analysis, Ruby on Rails, Ruby, JavaScript, jQuery, Backbone.js, SQL, Git, HTML, Bootstrap, CSS, Test Driven Development, Web Development, MVC, Risk Management, Analytics, Management Consulting, Financial Modeling, Project Management, Analysis, Access, Strategy, Business Strategy, Team Leadership, Leadership, Financial Analysis, Strategic Planning, Entrepreneurship
Education
Duke University 2008 — 2012
B.S. (Summa Cum Laude), Economics with a Concentration in Finance and a Certificate in Documentary Studies, GPA: 4.00
The University of Georgia
Candidate for M.S., Computer Science, GPA: 4.00
Robert W. Murray III Robert W. Murray III's Morgan Stanley Experience October 2014 - Present
Job Vice President Lead Field Operational Risk Officer at Morgan Stanley Private Bank, National Association
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley Private Bank, National Association January 2013 - February 2015
Morgan Stanley Private Bank, National Association March 2011 - January 2013
Morgan Stanley Private Bank, National Association July 2010 - March 2011
UBS Wealth Management November 2009 - July 2010
UBS Wealth Management July 2007 - November 2009
Skills
Private Banking, Loans, Securities, Capital Markets, Equities, Series 7, Fixed Income, Asset Managment, Banking, Investment Banking, Risk Management, Financial Analysis, Derivatives, Portfolio Management, Financial Services, Bloomberg, Corporate Finance, Financial Risk, Operational Risk..., Series 24, Series 63, Series 65, RCSA, OCC, FINRA, FRB, CFPB, Series 9, Series 10, Operations Management, Wealth Management, Credit, Investments, Mortgage Lending, Vendor Management, Insurance, Loan Origination, Asset Management, Mutual Funds, Basel II, Hedge Funds
Education
Duke University 2001 — 2006
B.A., Psychology & Markets and Management Studies
Morgan Stanley October 2014 - Present
Morgan Stanley Private Bank, National Association January 2013 - February 2015
Morgan Stanley Private Bank, National Association March 2011 - January 2013
Morgan Stanley Private Bank, National Association July 2010 - March 2011
UBS Wealth Management November 2009 - July 2010
UBS Wealth Management July 2007 - November 2009
Skills
Private Banking, Loans, Securities, Capital Markets, Equities, Series 7, Fixed Income, Asset Managment, Banking, Investment Banking, Risk Management, Financial Analysis, Derivatives, Portfolio Management, Financial Services, Bloomberg, Corporate Finance, Financial Risk, Operational Risk..., Series 24, Series 63, Series 65, RCSA, OCC, FINRA, FRB, CFPB, Series 9, Series 10, Operations Management, Wealth Management, Credit, Investments, Mortgage Lending, Vendor Management, Insurance, Loan Origination, Asset Management, Mutual Funds, Basel II, Hedge Funds
Education
Duke University 2001 — 2006
B.A., Psychology & Markets and Management Studies
Andrew Lewis Andrew Lewis's Morgan Stanley Experience June 2013 - July 2015
Job Associate at Hellman & Friedman
Industry Venture Capital & Private Equity
Experience
Hellman & Friedman July 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Updata Partners June 2011 - August 2011
Skills
Java, PHP, Obj. C, Python, JavaScript, MATLAB, VBA, SolidWorks, Photoshop, Microsoft Excel
Education
Duke University 2009 — 2013
BSE Biomedical Engineering, BS Economics
Hellman & Friedman July 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Updata Partners June 2011 - August 2011
Skills
Java, PHP, Obj. C, Python, JavaScript, MATLAB, VBA, SolidWorks, Photoshop, Microsoft Excel
Education
Duke University 2009 — 2013
BSE Biomedical Engineering, BS Economics
Sunny Kantha Sunny Kantha's Morgan Stanley Experience July 2009 - July 2011
Job Senior Director of Corporate Development at Coupons.com
Industry Venture Capital & Private Equity
Experience
Coupons.com April 2015 - Present
Norwest Venture Partners January 2013 - April 2015
MissionPoint Capital Partners July 2011 - January 2013
Duke University Board of Trustees July 2009 - July 2012
Morgan Stanley July 2009 - July 2011
DSG May 2008 - May 2009
DSG August 2007 - May 2008
Obama for America 2008 - 2008
Women's Institute for Secondary Education and Research 2007 - 2007
Skills
Venture Capital, Entrepreneurship, Mergers & Acquisitions, Investments, Financial Modeling, Private Equity, Investment Banking, Valuation, Due Diligence, Corporate Development, Dog Walking, Corporate Finance
Education
Duke University
B.S., Economics, B.A. Public Policy Studies
David H. Hickman High School
Coupons.com April 2015 - Present
Norwest Venture Partners January 2013 - April 2015
MissionPoint Capital Partners July 2011 - January 2013
Duke University Board of Trustees July 2009 - July 2012
Morgan Stanley July 2009 - July 2011
DSG May 2008 - May 2009
DSG August 2007 - May 2008
Obama for America 2008 - 2008
Women's Institute for Secondary Education and Research 2007 - 2007
Skills
Venture Capital, Entrepreneurship, Mergers & Acquisitions, Investments, Financial Modeling, Private Equity, Investment Banking, Valuation, Due Diligence, Corporate Development, Dog Walking, Corporate Finance
Education
Duke University
B.S., Economics, B.A. Public Policy Studies
David H. Hickman High School
Brendan MacBride Brendan MacBride's Morgan Stanley Experience June 2014 - Present
Job Vice President Leverage & Acquisition Finance at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley February 2011 - June 2014
AIB Corporate Banking North America April 2005 - February 2011
Yahoo! April 2002 - April 2005
Skills
Capital Markets, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Portfolio Management, Credit Analysis, Credit Risk, Credit, Investments, Leveraged Finance, Finance, Restructuring
Education
Association of Chartered Certified Accountants 2001 — 2004
ACCA
Dublin Institute of Technology 1999 — 2001
St Pauls College 1994 — 2000
Finra
Morgan Stanley June 2014 - Present
Morgan Stanley February 2011 - June 2014
AIB Corporate Banking North America April 2005 - February 2011
Yahoo! April 2002 - April 2005
Skills
Capital Markets, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Portfolio Management, Credit Analysis, Credit Risk, Credit, Investments, Leveraged Finance, Finance, Restructuring
Education
Association of Chartered Certified Accountants 2001 — 2004
ACCA
Dublin Institute of Technology 1999 — 2001
St Pauls College 1994 — 2000
Finra
Ashley Hough's Morgan Stanley Experience June 2014 - August 2014
Job Incoming Sales and Trading Fixed Income Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - August 2014
Somerset Lake and Game Club June 2009 - August 2013
Morgan Stanley April 2013 - April 2013
Skills
Political Science, French, Spanish, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Photoshop, iMovie, RStudio, Social Media, Online Research, Writing
Education
Duke University 2012 — 2016
Bachelor of Arts (B.A.), Political Science Major; Markets & Management Certificate; History Minor
The Pingry School 2006 — 2012
High School Diploma
Morgan Stanley June 2014 - August 2014
Somerset Lake and Game Club June 2009 - August 2013
Morgan Stanley April 2013 - April 2013
Skills
Political Science, French, Spanish, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Photoshop, iMovie, RStudio, Social Media, Online Research, Writing
Education
Duke University 2012 — 2016
Bachelor of Arts (B.A.), Political Science Major; Markets & Management Certificate; History Minor
The Pingry School 2006 — 2012
High School Diploma
Morgan Kirby's Morgan Stanley Experience August 2015 - Present
Job Analyst at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley August 2015 - Present
Duke Men's Lacrosse August 2011 - May 2015
MD Global Partners, LLC June 2014 - August 2014
All West Lacrosse July 2013 - August 2013
The Farm at Green Village June 2011 - August 2012
Skills
Microsoft Office, Sales, OS X, Teaching, Hip-Hop Dance, Windows, Microsoft Excel, Microsoft Word, Social Networking, PowerPoint, Management, Social Media, Facebook, Retail, SPSS
Education
Duke University 2011 — 2015
Bachelor’s Degree, Sociology
The Lawrenceville School 2007 — 2011
Morgan Stanley August 2015 - Present
Duke Men's Lacrosse August 2011 - May 2015
MD Global Partners, LLC June 2014 - August 2014
All West Lacrosse July 2013 - August 2013
The Farm at Green Village June 2011 - August 2012
Skills
Microsoft Office, Sales, OS X, Teaching, Hip-Hop Dance, Windows, Microsoft Excel, Microsoft Word, Social Networking, PowerPoint, Management, Social Media, Facebook, Retail, SPSS
Education
Duke University 2011 — 2015
Bachelor’s Degree, Sociology
The Lawrenceville School 2007 — 2011
Julie Obermeyer Julie Obermeyer's Morgan Stanley Experience 1986 - 1989
Job Sr. Data Analyst at Gulfstream Property & Casualty Insurance
Industry Pharmaceuticals
Experience
Gulfstream Property & Casualty Insurance 2015 - Present
Actavis 2006 - 2015
abc Distributing 1998 - 2006
Coca-Cola Enterprises 1992 - 1996
Morgan Stanley 1986 - 1989
Andersen Consulting 1984 - 1986
Skills
Business Intelligence, Cognos, SDLC, Data Modeling, Data Warehousing, Visio, Business Analysis, Software Documentation, Process Improvement, SQL, Requirements Analysis, Microsoft SQL Server, Database Design, Business Process, Cross-functional Team..., Databases, DB2, ERP, Integration, IT Service Management, Systems Analysis, Analytics, IT Management, Software Project..., Solution Architecture, Performance Tuning, SAP R/3, SharePoint, Access, PMP, Oracle, Project Management, Requirements Gathering, Analysis, Business Process..., Software Development, IT Strategy, Testing, Dashboard, Unix, SAP, Scrum, Vendor Management, Data Analysis, PL/SQL, Programming, Data Integration, Quality Assurance, Enterprise Architecture, MS Project
Education
Duke University
BA, Economics
Indiana University - Kelley School of Business
MBA, Information Systems, Accounting
Nova Southeastern University 2013 — 2015
Graduate Certificate, Business Intelligence/ Analytics, 4.0
Gulfstream Property & Casualty Insurance 2015 - Present
Actavis 2006 - 2015
abc Distributing 1998 - 2006
Coca-Cola Enterprises 1992 - 1996
Morgan Stanley 1986 - 1989
Andersen Consulting 1984 - 1986
Skills
Business Intelligence, Cognos, SDLC, Data Modeling, Data Warehousing, Visio, Business Analysis, Software Documentation, Process Improvement, SQL, Requirements Analysis, Microsoft SQL Server, Database Design, Business Process, Cross-functional Team..., Databases, DB2, ERP, Integration, IT Service Management, Systems Analysis, Analytics, IT Management, Software Project..., Solution Architecture, Performance Tuning, SAP R/3, SharePoint, Access, PMP, Oracle, Project Management, Requirements Gathering, Analysis, Business Process..., Software Development, IT Strategy, Testing, Dashboard, Unix, SAP, Scrum, Vendor Management, Data Analysis, PL/SQL, Programming, Data Integration, Quality Assurance, Enterprise Architecture, MS Project
Education
Duke University
BA, Economics
Indiana University - Kelley School of Business
MBA, Information Systems, Accounting
Nova Southeastern University 2013 — 2015
Graduate Certificate, Business Intelligence/ Analytics, 4.0
Brad Chandler Brad Chandler's Morgan Stanley Experience August 2007 - Present
Job
Industry Investment Banking
Experience
Morgan Stanley August 2007 - Present
Morgan Stanley June 2006 - August 2006
Sullivan & Cromwell LLP June 2005 - August 2005
Cadwalader, Wickersham & Taft LLP June 2004 - August 2004
American Management Systems, Inc. August 1999 - July 2003
Education
The University of Chicago Booth School of Business 2003 — 2007
MBA, Finance & Accounting
University of Chicago Law School 2003 — 2007
JD (with Honors), Law
Duke University 1995 — 1999
BA (cum laude, with distinction in Public Policy), Public Policy
A.L. Brown High School
Morgan Stanley August 2007 - Present
Morgan Stanley June 2006 - August 2006
Sullivan & Cromwell LLP June 2005 - August 2005
Cadwalader, Wickersham & Taft LLP June 2004 - August 2004
American Management Systems, Inc. August 1999 - July 2003
Education
The University of Chicago Booth School of Business 2003 — 2007
MBA, Finance & Accounting
University of Chicago Law School 2003 — 2007
JD (with Honors), Law
Duke University 1995 — 1999
BA (cum laude, with distinction in Public Policy), Public Policy
A.L. Brown High School
Robert Falstad Robert Falstad's Morgan Stanley Experience September 1988 - August 1991
Job Software Consultant
Industry Computer Software
Experience
Fidelity Investments June 2006 - February 2009
Chubb January 2006 - March 2006
Fidelity Investments May 2004 - December 2005
Boston Web Services November 2003 - May 2004
Harvard Pilgrim Healthcare April 2003 - October 2003
Manulife Financial July 2002 - April 2003
Fidelity Investments August 2000 - November 2001
Morgan Stanley September 1988 - August 1991
KPMG Peat Marwick May 1986 - September 1988
IBM February 1982 - August 1983
Education
Duke University
BA/BS, Economics, Computer Science
Massachusetts Institute of Technology - Sloan School of Management
MBA, Information Technology
Fidelity Investments June 2006 - February 2009
Chubb January 2006 - March 2006
Fidelity Investments May 2004 - December 2005
Boston Web Services November 2003 - May 2004
Harvard Pilgrim Healthcare April 2003 - October 2003
Manulife Financial July 2002 - April 2003
Fidelity Investments August 2000 - November 2001
Morgan Stanley September 1988 - August 1991
KPMG Peat Marwick May 1986 - September 1988
IBM February 1982 - August 1983
Education
Duke University
BA/BS, Economics, Computer Science
Massachusetts Institute of Technology - Sloan School of Management
MBA, Information Technology
Drew Skelton Drew Skelton's Morgan Stanley Experience July 2005 - June 2007
Job Vice President, Municipal Sales at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets August 2009 - Present
Goldman Sachs June 2008 - August 2008
Morgan Stanley July 2005 - June 2007
Marsh August 2003 - July 2005
Skills
Capital Markets, Financial Modeling, Investment Banking, Fixed Income, Private Equity, Corporate Finance, Valuation, Financial Analysis, Equities, Bloomberg, Municipal Bonds, Sales, Investments, Derivatives, Trading, Hedge Funds, Animal Models
Education
Yale University - Yale School of Management 2007 — 2009
MBA, Emphasis in Finance and Strategy
Duke University 1999 — 2003
BA, Double Major in Economics and Chinese, Markets and Management Certificate
Cate School
RBC Capital Markets August 2009 - Present
Goldman Sachs June 2008 - August 2008
Morgan Stanley July 2005 - June 2007
Marsh August 2003 - July 2005
Skills
Capital Markets, Financial Modeling, Investment Banking, Fixed Income, Private Equity, Corporate Finance, Valuation, Financial Analysis, Equities, Bloomberg, Municipal Bonds, Sales, Investments, Derivatives, Trading, Hedge Funds, Animal Models
Education
Yale University - Yale School of Management 2007 — 2009
MBA, Emphasis in Finance and Strategy
Duke University 1999 — 2003
BA, Double Major in Economics and Chinese, Markets and Management Certificate
Cate School
Alexandra Levine Alexandra Levine's Morgan Stanley Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Artist Arena May 2014 - August 2014
Warner Music Group May 2014 - August 2014
The Chamber Group May 2013 - August 2013
The Orchard April 2012 - June 2012
South East Consortium for Special Services, Inc October 2011 - March 2012
Skills
Microsoft Office, Marketing, Computer Science, Python, Written & Verbal..., Working knowledge of..., Teamwork, Prezi, Economics, Java, JavaScript, Research, Public Relations, Data Analysis, PowerPoint, Microsoft Excel
Education
Duke University 2012 — 2016
Bachelor of Science (BS), Economics
Scarsdale High School 2008 — 2012
Morgan Stanley June 2015 - August 2015
Artist Arena May 2014 - August 2014
Warner Music Group May 2014 - August 2014
The Chamber Group May 2013 - August 2013
The Orchard April 2012 - June 2012
South East Consortium for Special Services, Inc October 2011 - March 2012
Skills
Microsoft Office, Marketing, Computer Science, Python, Written & Verbal..., Working knowledge of..., Teamwork, Prezi, Economics, Java, JavaScript, Research, Public Relations, Data Analysis, PowerPoint, Microsoft Excel
Education
Duke University 2012 — 2016
Bachelor of Science (BS), Economics
Scarsdale High School 2008 — 2012
Daniel Cordero, CAMS Daniel Cordero, CAMS's Morgan Stanley Experience September 2014 - Present
Job Manager, Institutional Securities Group AML Compliance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
UBS July 2013 - August 2014
UBS August 2011 - July 2013
Bloomberg LP February 2011 - August 2011
Meaningful World May 2008 - January 2009
Skills
Analysis, Fixed Income, Equities, Data Analysis, Securities, Quality Assurance, Bloomberg, Risk Management, Sarbanes-Oxley Act, Reporting & Analysis, 1099 Preparation, Project Management, Tax Reporting, Cost Basis Reporting, Quality Center, PeopleSoft, AML, Surveillance, Bank Secrecy Act, CAMS, USA PATRIOT Act, OFAC, KYC, Financial Regulation, Hedge Funds, Series 7, Anti Money Laundering, Finance
Education
Duke University
Bachelor of Arts (B.A.), Political Science and Government
Duke University
Bachelor of Arts (B.A.), History
Morgan Stanley September 2014 - Present
UBS July 2013 - August 2014
UBS August 2011 - July 2013
Bloomberg LP February 2011 - August 2011
Meaningful World May 2008 - January 2009
Skills
Analysis, Fixed Income, Equities, Data Analysis, Securities, Quality Assurance, Bloomberg, Risk Management, Sarbanes-Oxley Act, Reporting & Analysis, 1099 Preparation, Project Management, Tax Reporting, Cost Basis Reporting, Quality Center, PeopleSoft, AML, Surveillance, Bank Secrecy Act, CAMS, USA PATRIOT Act, OFAC, KYC, Financial Regulation, Hedge Funds, Series 7, Anti Money Laundering, Finance
Education
Duke University
Bachelor of Arts (B.A.), Political Science and Government
Duke University
Bachelor of Arts (B.A.), History
Deepto Moitra Deepto Moitra's Morgan Stanley Experience 2012 - 2013
Job Technology Advisor at EY
Industry Information Technology and Services
Experience
EY September 2014 - Present
Morgan Stanley 2012 - 2013
Drexel University - Office of Research and Administration 2011 - 2012
Education
St. James' School, Calcutta, India 1995 — 2010
High School Diploma, Commerce Stream
Drexel University - College of Business and Administration 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Management Information Systems, Entrepreneurship and Legal Studies
EY September 2014 - Present
Morgan Stanley 2012 - 2013
Drexel University - Office of Research and Administration 2011 - 2012
Education
St. James' School, Calcutta, India 1995 — 2010
High School Diploma, Commerce Stream
Drexel University - College of Business and Administration 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Management Information Systems, Entrepreneurship and Legal Studies
Elizabeth Hamrick Elizabeth Hamrick's Morgan Stanley Experience July 2010 - Present
Job Equities Strategy at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2010 - Present
SeedShift 2014 - Present
seedchange May 2014 - Present
Complete Recovery January 2014 - Present
A Center for Eating Disorders (http://www.acenterforeatingdisorders.com/) August 2013 - Present
MF Global May 2007 - May 2010
Credit Suisse 2005 - 2007
Skills
Private Equity, Financial Analysis, Equity Research, Investment Banking, M&A experience, Change Management, Capital Markets, Strategic Planning, Business Strategy, Mergers & Acquisitions, Derivatives, Strategy, Mergers, Hedge Funds, Fixed Income, Securities, Awesomeness, Financial Services, Emerging Markets, Alternative Investments, Portfolio Management, Finance, Due Diligence, Electronic Trading, Trading, Long Distance Running, Triathlon
Education
Harvard University 2001 — 2005
A.B., Economics
University of Cambridge 1999 — 1999
International Summer School, Quantum Physics & Shakespeare Summer Courses
Duke University 1998 — 1998
Talent Identification Program - Tropical Ecology Summer Studies
Morgan Stanley July 2010 - Present
SeedShift 2014 - Present
seedchange May 2014 - Present
Complete Recovery January 2014 - Present
A Center for Eating Disorders (http://www.acenterforeatingdisorders.com/) August 2013 - Present
MF Global May 2007 - May 2010
Credit Suisse 2005 - 2007
Skills
Private Equity, Financial Analysis, Equity Research, Investment Banking, M&A experience, Change Management, Capital Markets, Strategic Planning, Business Strategy, Mergers & Acquisitions, Derivatives, Strategy, Mergers, Hedge Funds, Fixed Income, Securities, Awesomeness, Financial Services, Emerging Markets, Alternative Investments, Portfolio Management, Finance, Due Diligence, Electronic Trading, Trading, Long Distance Running, Triathlon
Education
Harvard University 2001 — 2005
A.B., Economics
University of Cambridge 1999 — 1999
International Summer School, Quantum Physics & Shakespeare Summer Courses
Duke University 1998 — 1998
Talent Identification Program - Tropical Ecology Summer Studies
Scott Copenhaver Scott Copenhaver's Morgan Stanley Experience March 2002 - April 2013
Job Assistant Complex Director, Executive Director, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management January 2014 - Present
Morgan Stanley March 2002 - April 2013
Morgan Stanley January 1998 - March 2002
Morgan Stanley February 1994 - December 1997
CME Group January 1993 - February 1994
Standard Chartered Bank January 1990 - October 1992
PNC May 1984 - December 1989
Cigna February 1981 - April 1984
PNC July 1978 - January 1981
Education
Drexel University - College of Business and Administration
Master of Business Administration (MBA), Finance and Financial Management Services
University of Delaware - Lerner College of Business and Economics
Bachelor of Science (BS), Operations Management and Supervision
UBS Wealth Management January 2014 - Present
Morgan Stanley March 2002 - April 2013
Morgan Stanley January 1998 - March 2002
Morgan Stanley February 1994 - December 1997
CME Group January 1993 - February 1994
Standard Chartered Bank January 1990 - October 1992
PNC May 1984 - December 1989
Cigna February 1981 - April 1984
PNC July 1978 - January 1981
Education
Drexel University - College of Business and Administration
Master of Business Administration (MBA), Finance and Financial Management Services
University of Delaware - Lerner College of Business and Economics
Bachelor of Science (BS), Operations Management and Supervision
Bill Karunaratne Bill Karunaratne's Morgan Stanley Experience November 2013 - Present
Job Executive Director Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley November 2013 - Present
Goldman Sachs June 1993 - October 2013
Skills
Firewalls, SDLC, VPN, Wireless, Security Architecture..., Architectures, Market Data, IT Strategy, Risk Management, Vendor Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Duke University 1991 — 1993
MS, Electrical Engineering
Swarthmore College 1987 — 1991
BS and BA, Engineering and Economics
Trinity
Morgan Stanley November 2013 - Present
Goldman Sachs June 1993 - October 2013
Skills
Firewalls, SDLC, VPN, Wireless, Security Architecture..., Architectures, Market Data, IT Strategy, Risk Management, Vendor Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Duke University 1991 — 1993
MS, Electrical Engineering
Swarthmore College 1987 — 1991
BS and BA, Engineering and Economics
Trinity
Catherine Guidera Catherine Guidera's Morgan Stanley Experience February 2000 - February 2012
Job Vice President Financial Advisor at UBS
Industry Financial Services
Experience
UBS August 2014 - Present
Wells Fargo Advisors 2012 - August 2014
Morgan Stanley February 2000 - February 2012
Morgan Stanley July 1995 - February 2000
Lehman Brothers February 1984 - July 1995
Skills
Series 7, Asset Allocation
Education
Fairleigh Dickinson University 1990 — 1993
MBA
Fairleigh Dickinson University 1980 — 1983
B.S.
Drexel University - College of Business and Administration 1978 — 1979
UBS August 2014 - Present
Wells Fargo Advisors 2012 - August 2014
Morgan Stanley February 2000 - February 2012
Morgan Stanley July 1995 - February 2000
Lehman Brothers February 1984 - July 1995
Skills
Series 7, Asset Allocation
Education
Fairleigh Dickinson University 1990 — 1993
MBA
Fairleigh Dickinson University 1980 — 1983
B.S.
Drexel University - College of Business and Administration 1978 — 1979
Patrick Hayes's Morgan Stanley Experience May 2014 - Present
Job Vice President of Finance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
J.P. Morgan January 2011 - May 2014
BlackRock January 2009 - January 2011
BlackRock July 2006 - January 2009
BlackRock December 2005 - July 2006
PHH Mortgage November 2002 - December 2005
Morgan Stanley August 2001 - November 2002
Skills
Fixed Income, Structured Finance, Finance, Financial Modeling, Private Equity, Bloomberg, Mutual Funds, Risk Management, Alternative Investments, Project Management, Management, Banking, ABS, Swaps, Credit, CDS, Loans, Residential Mortgages, Electronic Trading, CDO, Business Analysis, Fund Administration, CLO, Financial Engineering, Investran, Training, Technical Analysis, Waterfalls, CCAR, Real Estate
Education
Drexel University - LeBow College of Business
MBA
Rutgers University – Camden
BS
Morgan Stanley May 2014 - Present
J.P. Morgan January 2011 - May 2014
BlackRock January 2009 - January 2011
BlackRock July 2006 - January 2009
BlackRock December 2005 - July 2006
PHH Mortgage November 2002 - December 2005
Morgan Stanley August 2001 - November 2002
Skills
Fixed Income, Structured Finance, Finance, Financial Modeling, Private Equity, Bloomberg, Mutual Funds, Risk Management, Alternative Investments, Project Management, Management, Banking, ABS, Swaps, Credit, CDS, Loans, Residential Mortgages, Electronic Trading, CDO, Business Analysis, Fund Administration, CLO, Financial Engineering, Investran, Training, Technical Analysis, Waterfalls, CCAR, Real Estate
Education
Drexel University - LeBow College of Business
MBA
Rutgers University – Camden
BS
Gregg Terhune Gregg Terhune's Morgan Stanley Experience August 1986 - January 2002
Job Senior Wealth Consultant : Reed Financial Services
Industry Investment Management
Experience
Reed Financial Services September 2008 - Present
Morgan Stanley August 1986 - January 2002
Skills
Investments, Asset Allocation, Investment Advisory, Entrepreneurship, Wealth Management, Business Strategy, Retirement Planning, Investment Strategies, Retirement, 401k, Series 7, Financial Services, Mutual Funds
Education
Drexel University - LeBow College of Business 1981 — 1983
MBA, Finance/Investments
Reed Financial Services September 2008 - Present
Morgan Stanley August 1986 - January 2002
Skills
Investments, Asset Allocation, Investment Advisory, Entrepreneurship, Wealth Management, Business Strategy, Retirement Planning, Investment Strategies, Retirement, 401k, Series 7, Financial Services, Mutual Funds
Education
Drexel University - LeBow College of Business 1981 — 1983
MBA, Finance/Investments
William Coffing William Coffing's Morgan Stanley Experience 1999 - 2005
Job Vice President, Investment Advisor, at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management May 2010 - Present
Goldey-Beacom College 2008 - Present
Wachovia, A Wells Fargo Company 2008 - 2009
Merrill Lynch 2005 - 2008
Morgan Stanley 1999 - 2005
First Union 1997 - 1999
SunTrust Bank (formerly Crestar Bank) 1994 - 1997
PNC 1993 - 1994
PNC Bank 1989 - 1993
Skills
Portfolio Management, Wealth Management, Commercial Lending, Relationship Management, Series 7, Investments, Loans, Financial Services, Asset Allocation, Private Banking, Credit, Financial Markets, Investment Advisory, Mutual Funds, Investment Management, Investment Strategies
Education
Drexel University - LeBow College of Business
MBA, Investment Management
Michigan State University
BA, Finance
PNC Wealth Management May 2010 - Present
Goldey-Beacom College 2008 - Present
Wachovia, A Wells Fargo Company 2008 - 2009
Merrill Lynch 2005 - 2008
Morgan Stanley 1999 - 2005
First Union 1997 - 1999
SunTrust Bank (formerly Crestar Bank) 1994 - 1997
PNC 1993 - 1994
PNC Bank 1989 - 1993
Skills
Portfolio Management, Wealth Management, Commercial Lending, Relationship Management, Series 7, Investments, Loans, Financial Services, Asset Allocation, Private Banking, Credit, Financial Markets, Investment Advisory, Mutual Funds, Investment Management, Investment Strategies
Education
Drexel University - LeBow College of Business
MBA, Investment Management
Michigan State University
BA, Finance
Carol Neilson's Morgan Stanley Experience December 2004 - February 2008
Job Relationship Manager
Industry Investment Management
Experience
Temple University March 2013 - Present
CN Consulting April 2012 - February 2013
Citizens Bank January 2010 - April 2012
Morgan Stanley December 2004 - February 2008
Van Kampen Funds December 2004 - February 2008
Morgan Stanley Investment Management December 1994 - December 2004
Skills
New Business Development, Sales, Business Relationship..., Relationship Management, Superior Client Service, Management, Staff Development, Mutual Funds, Defined Contribution, 401k, CRM, Endowment Funds, Financial Analysis, Financial Services, Finance, Project Management, Client Services, Banking, Planned Giving, Asset Management, Risk Management, Credit Analysis, Investments, Commercial Lending, Retirement Planning, Wealth Management, Mortgage Marketing
Education
Williams College
BA, Political Science & French
Drexel University - College of Business and Administration
MBA, Finance & Tax
Partnership for Philanthropic Planning of Greater Philadelphia
The Planned Giving Course - 2012
Villanova University and AFP
Fundamentals of Fundraising - 2009
Temple University - Fox School of Business and Management
Temple University March 2013 - Present
CN Consulting April 2012 - February 2013
Citizens Bank January 2010 - April 2012
Morgan Stanley December 2004 - February 2008
Van Kampen Funds December 2004 - February 2008
Morgan Stanley Investment Management December 1994 - December 2004
Skills
New Business Development, Sales, Business Relationship..., Relationship Management, Superior Client Service, Management, Staff Development, Mutual Funds, Defined Contribution, 401k, CRM, Endowment Funds, Financial Analysis, Financial Services, Finance, Project Management, Client Services, Banking, Planned Giving, Asset Management, Risk Management, Credit Analysis, Investments, Commercial Lending, Retirement Planning, Wealth Management, Mortgage Marketing
Education
Williams College
BA, Political Science & French
Drexel University - College of Business and Administration
MBA, Finance & Tax
Partnership for Philanthropic Planning of Greater Philadelphia
The Planned Giving Course - 2012
Villanova University and AFP
Fundamentals of Fundraising - 2009
Temple University - Fox School of Business and Management
Jerry Liu's Morgan Stanley Experience February 2014 - Present
Job Equity Research
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Morgan Stanley July 2008 - January 2014
Fuqua School of Business September 2006 - April 2007
Duke University September 2005 - January 2007
Education
Duke University 2004 — 2008
B.S., Economics
Morgan Stanley February 2014 - Present
Morgan Stanley July 2008 - January 2014
Fuqua School of Business September 2006 - April 2007
Duke University September 2005 - January 2007
Education
Duke University 2004 — 2008
B.S., Economics
Cris Jacobs's Morgan Stanley Experience 1984 - 1985
Job Founder, Life Change Coaching
Industry Individual & Family Services
Experience
Life Change Coaching 1999 - Present
BeamPines 2003 - 2006
Institute of Healing Arts and Sciences 1999 - 2006
CIGNA 1992 - 1998
Aetna 1985 - 1992
Morgan Stanley 1984 - 1985
PepsiCo 1982 - 1984
PepsiCo 1978 - 1981
IBM 1976 - 1978
Skills
Coaching, Career Transitions, Personal Development, Couples, Spirit, Healing, Psychology, Executive Coaching, Emotional Intelligence, Leadership Development, Stress Management, Reiki, Self-esteem, Organizational..., Life Transitions, Career Development, Stress, Mental Health, Life Coaching, Executive Development, Mindfulness, Therapists, Training, Career Counseling, Social Services, Meditation, Lifestyle Coaching, Career Management, 360 Feedback, Energy Healing, Workshops, Relaxation, Holistic Health, Anger Management, Chronic Illness, Wellbeing, Wellness Coaching, Family Therapy
Education
Institute of Core Energetics 1996 — 2000
Certification, Body-Oriented Psychology & Personal Transformation
The Tuck School of Business at Dartmouth 1974 — 1976
MBA, Business
Duke University 1970 — 1974
BA, Economics, Psychology
Life Change Coaching 1999 - Present
BeamPines 2003 - 2006
Institute of Healing Arts and Sciences 1999 - 2006
CIGNA 1992 - 1998
Aetna 1985 - 1992
Morgan Stanley 1984 - 1985
PepsiCo 1982 - 1984
PepsiCo 1978 - 1981
IBM 1976 - 1978
Skills
Coaching, Career Transitions, Personal Development, Couples, Spirit, Healing, Psychology, Executive Coaching, Emotional Intelligence, Leadership Development, Stress Management, Reiki, Self-esteem, Organizational..., Life Transitions, Career Development, Stress, Mental Health, Life Coaching, Executive Development, Mindfulness, Therapists, Training, Career Counseling, Social Services, Meditation, Lifestyle Coaching, Career Management, 360 Feedback, Energy Healing, Workshops, Relaxation, Holistic Health, Anger Management, Chronic Illness, Wellbeing, Wellness Coaching, Family Therapy
Education
Institute of Core Energetics 1996 — 2000
Certification, Body-Oriented Psychology & Personal Transformation
The Tuck School of Business at Dartmouth 1974 — 1976
MBA, Business
Duke University 1970 — 1974
BA, Economics, Psychology
Adam K Carson Adam K Carson's Morgan Stanley Experience January 2007 - January 2008
Job Executive Director, Global Technology at JPMorgan Chase
Industry Internet
Experience
JPMorgan Chase April 2012 - Present
eBay July 2011 - May 2012
Bain & Company June 2009 - July 2011
Morgan Stanley January 2007 - January 2008
Morgan Stanley August 2003 - January 2007
Morgan Stanley July 2001 - August 2003
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management
HKUST Business School 2009 — 2009
MBA, MBA Exchange
Duke University 1997 — 2001
BSE, Mechanical Engineering
JPMorgan Chase April 2012 - Present
eBay July 2011 - May 2012
Bain & Company June 2009 - July 2011
Morgan Stanley January 2007 - January 2008
Morgan Stanley August 2003 - January 2007
Morgan Stanley July 2001 - August 2003
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management
HKUST Business School 2009 — 2009
MBA, MBA Exchange
Duke University 1997 — 2001
BSE, Mechanical Engineering
Chris Ferenz Chris Ferenz's Morgan Stanley Experience January 2014 - Present
Job Director Morgan Stanley HNW Collateral Monitoring
Industry Banking
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley May 2011 - December 2013
JPMorgan Chase June 2010 - April 2011
First Financial Group March 2009 - May 2010
Morgan, Lewis & Bockius LLP April 2008 - September 2008
Delaware Investments, a member of the Macquarie Group April 2007 - October 2007
Skills
Portfolio Management, Excel, Financial Analysis, Asset Management, Accounting, Banking, Loans, Investments, Securities, Bloomberg, Wealth Management, Retail Banking, Financial Risk
Education
Drexel University - LeBow College of Business 2005 — 2010
BS, Finance
Morgan Stanley January 2014 - Present
Morgan Stanley May 2011 - December 2013
JPMorgan Chase June 2010 - April 2011
First Financial Group March 2009 - May 2010
Morgan, Lewis & Bockius LLP April 2008 - September 2008
Delaware Investments, a member of the Macquarie Group April 2007 - October 2007
Skills
Portfolio Management, Excel, Financial Analysis, Asset Management, Accounting, Banking, Loans, Investments, Securities, Bloomberg, Wealth Management, Retail Banking, Financial Risk
Education
Drexel University - LeBow College of Business 2005 — 2010
BS, Finance
Laura Mc Connell Laura Mc Connell's Morgan Stanley Experience December 2010 - July 2013
Job Experienced Actuarial Associate at PwC
Industry Insurance
Experience
PwC October 2014 - Present
SAC Capital September 2013 - September 2014
First Derivatives September 2010 - September 2014
RBC Capital Markets August 2013 - September 2013
Morgan Stanley December 2010 - July 2013
AllianceBernstein December 2012 - December 2012
ESB International February 2009 - September 2009
Education
Dublin City University 2006 — 2010
Financial and Actuarial Mathematics
PwC October 2014 - Present
SAC Capital September 2013 - September 2014
First Derivatives September 2010 - September 2014
RBC Capital Markets August 2013 - September 2013
Morgan Stanley December 2010 - July 2013
AllianceBernstein December 2012 - December 2012
ESB International February 2009 - September 2009
Education
Dublin City University 2006 — 2010
Financial and Actuarial Mathematics
Amanda Hascoe Amanda Hascoe's Morgan Stanley Experience June 2013 - October 2014
Job Financial Analyst
Industry Marketing and Advertising
Experience
Twitter February 2015 - Present
The Niche Project, Inc. November 2014 - February 2015
Morgan Stanley June 2013 - October 2014
Morgan Stanley June 2011 - August 2011
Skills
Relationship Management, Finance, Trading Systems, Microsoft Excel, Sales, Business Analysis, Strategic Financial..., Series 63, Financial Markets, Series 7, Bloomberg, People Skills
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Statistical Science
Greenwich Academy 1998 — 2009
Twitter February 2015 - Present
The Niche Project, Inc. November 2014 - February 2015
Morgan Stanley June 2013 - October 2014
Morgan Stanley June 2011 - August 2011
Skills
Relationship Management, Finance, Trading Systems, Microsoft Excel, Sales, Business Analysis, Strategic Financial..., Series 63, Financial Markets, Series 7, Bloomberg, People Skills
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Statistical Science
Greenwich Academy 1998 — 2009
Lauren Hasson's Morgan Stanley Experience 2004 - 2005
Job Tech Consultant • Speaker • Fractional CTO • Advisor • Femgineer
Industry Computer Software
Experience
LH&Co. 2015 - Present
Femgineer 2015 - Present
NTEC - North Texas Enterprise Center 2015 - Present
REVTECH Accelerator 2015 - Present
Ogilvy & Mather Mobile Agency 2011 - 2014
The Résumé Girl 2006 - 2011
HBK Investments 2005 - 2006
Morgan Stanley 2004 - 2005
Skills
Objective-C, iPhone, Cocoa, iOS development, Mobile Applications, Start-ups, Android, XML, iPad, Entrepreneurship, Git, Mobile Devices, iOS, Xcode, Mobile Technology, Strategic Partnerships, Software Development, Leadership, Scrum, Analytics, Strategy, Marketing, iOS Development, Management, Social Media
Education
Duke University
B.S.E., Electrical Engineering, Computer Science, and Economics
Westlake High School
Valedictorian and National Merit Scholar
LH&Co. 2015 - Present
Femgineer 2015 - Present
NTEC - North Texas Enterprise Center 2015 - Present
REVTECH Accelerator 2015 - Present
Ogilvy & Mather Mobile Agency 2011 - 2014
The Résumé Girl 2006 - 2011
HBK Investments 2005 - 2006
Morgan Stanley 2004 - 2005
Skills
Objective-C, iPhone, Cocoa, iOS development, Mobile Applications, Start-ups, Android, XML, iPad, Entrepreneurship, Git, Mobile Devices, iOS, Xcode, Mobile Technology, Strategic Partnerships, Software Development, Leadership, Scrum, Analytics, Strategy, Marketing, iOS Development, Management, Social Media
Education
Duke University
B.S.E., Electrical Engineering, Computer Science, and Economics
Westlake High School
Valedictorian and National Merit Scholar
Aditya Khurana's Morgan Stanley Experience June 2014 - August 2014
Job Resident Assistant
Industry Higher Education
Experience
Duke Partnership for Service (dPS) April 2015 - Present
Duke University May 2015 - Present
Duke University: Department of Neurobiology February 2015 - Present
Duke University March 2014 - Present
Campus Enterprises LLC December 2014 - May 2015
Campus Enterprises LLC April 2014 - December 2014
Duke University: Psychology and Neuroscience August 2013 - December 2014
Morgan Stanley June 2014 - August 2014
The Biodesign Institute: Center for Innovations in Medicine June 2014 - August 2014
Boys and Girls Club of Greater Scottsdale May 2013 - August 2013
Skills
Medical Research, Computer Science, Microsoft Office, Coordination, Leadership, Communication, Advertising, Marketing, Western Blotting, Animal Models, Biochemistry, Mouse Models, Neuroscience, Immunohistochemistry, Scientific Writing, Immunofluorescence, Healthcare, Science
Education
Duke University 2013 — 2017
Bachelor of Science (B.S.)
North Canyon High School 2009 — 2013
International Baccalaureate Diploma
Duke Partnership for Service (dPS) April 2015 - Present
Duke University May 2015 - Present
Duke University: Department of Neurobiology February 2015 - Present
Duke University March 2014 - Present
Campus Enterprises LLC December 2014 - May 2015
Campus Enterprises LLC April 2014 - December 2014
Duke University: Psychology and Neuroscience August 2013 - December 2014
Morgan Stanley June 2014 - August 2014
The Biodesign Institute: Center for Innovations in Medicine June 2014 - August 2014
Boys and Girls Club of Greater Scottsdale May 2013 - August 2013
Skills
Medical Research, Computer Science, Microsoft Office, Coordination, Leadership, Communication, Advertising, Marketing, Western Blotting, Animal Models, Biochemistry, Mouse Models, Neuroscience, Immunohistochemistry, Scientific Writing, Immunofluorescence, Healthcare, Science
Education
Duke University 2013 — 2017
Bachelor of Science (B.S.)
North Canyon High School 2009 — 2013
International Baccalaureate Diploma
Cheng Wei Cheng Wei's Morgan Stanley Experience July 2014 - September 2014
Job Student at Duke University
Industry Computer Software
Experience
Intel Corporation November 2014 - June 2015
Morgan Stanley July 2014 - September 2014
Skills
C++, Programming, C, Linux, Operating Systems
Education
Duke University 2015 — 2017
Computer Science, Master's degree
Shanghai Jiao Tong University 2011 — 2015
Computer Software Engineering, Bachelor's degree(3.8/4.0)
Shanghai High School
Intel Corporation November 2014 - June 2015
Morgan Stanley July 2014 - September 2014
Skills
C++, Programming, C, Linux, Operating Systems
Education
Duke University 2015 — 2017
Computer Science, Master's degree
Shanghai Jiao Tong University 2011 — 2015
Computer Software Engineering, Bachelor's degree(3.8/4.0)
Shanghai High School
Rachel Vario Rachel Vario's Morgan Stanley Experience January 2001 - July 2003
Job Operations Director MARRC
Industry Medical Practice
Experience
MARRC October 2012 - Present
Wachovia Securities Financial Network July 2003 - March 2006
Morgan Stanley January 2001 - July 2003
Skills
Financial Planning, Regulatory Submissions, New Business Development, Business Planning, Management, Finance, Training, Budgets, Team Building, Portfolio Management, Microsoft Office
Education
Dublin City University
International Marketing and Languages
MARRC October 2012 - Present
Wachovia Securities Financial Network July 2003 - March 2006
Morgan Stanley January 2001 - July 2003
Skills
Financial Planning, Regulatory Submissions, New Business Development, Business Planning, Management, Finance, Training, Budgets, Team Building, Portfolio Management, Microsoft Office
Education
Dublin City University
International Marketing and Languages
Jono Schafler's Morgan Stanley Experience 2007 - 2009
Job VP Strategy at LAUNCH
Industry Internet
Experience
M.Gemi January 2014 - Present
LAUNCH 2014 - Present
LAUNCH 2013 - 2014
OpenSky 2013 - 2013
giftplum 2011 - 2013
Lee Equity Partners 2009 - 2011
Talent Maven January 2008 - 2010
Morgan Stanley 2007 - 2009
True Yogurt 2007 - 2009
GE Capital 2005 - 2006
Skills
Analytics, Financial Modeling, Valuation, Venture Capital, Entrepreneurship, Private Equity, Corporate Finance, Social Media, Due Diligence, Data Analysis, Business Development, Product Management, Strategy, Start-ups, E-commerce, Competitive Analysis, Mergers & Acquisitions, Investment Banking, Business Planning, Finance, Corporate Development, Management, LBO, Product Development
Education
Harvard Business School 2011 — 2013
MBA, with Distinction
London School of Economics and Political Science 2005 — 2006
Graduate, General Course
Duke University 2003 — 2007
BA, Magna Cum Laude, Sociology, Markets & Management.
Fieldston School 1997 — 2003
M.Gemi January 2014 - Present
LAUNCH 2014 - Present
LAUNCH 2013 - 2014
OpenSky 2013 - 2013
giftplum 2011 - 2013
Lee Equity Partners 2009 - 2011
Talent Maven January 2008 - 2010
Morgan Stanley 2007 - 2009
True Yogurt 2007 - 2009
GE Capital 2005 - 2006
Skills
Analytics, Financial Modeling, Valuation, Venture Capital, Entrepreneurship, Private Equity, Corporate Finance, Social Media, Due Diligence, Data Analysis, Business Development, Product Management, Strategy, Start-ups, E-commerce, Competitive Analysis, Mergers & Acquisitions, Investment Banking, Business Planning, Finance, Corporate Development, Management, LBO, Product Development
Education
Harvard Business School 2011 — 2013
MBA, with Distinction
London School of Economics and Political Science 2005 — 2006
Graduate, General Course
Duke University 2003 — 2007
BA, Magna Cum Laude, Sociology, Markets & Management.
Fieldston School 1997 — 2003
Kathryn H. Li Kathryn H. Li's Morgan Stanley Experience April 2013 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Morgan Stanley June 2011 - April 2013
Education
Duke University
Bachelor of Science (B.S.)
London School of Economics and Political Science
University of Oxford
Morgan Stanley April 2013 - Present
Morgan Stanley June 2011 - April 2013
Education
Duke University
Bachelor of Science (B.S.)
London School of Economics and Political Science
University of Oxford
Brian Paskas Brian Paskas's Morgan Stanley Experience May 2015 - Present
Job Capital Markets Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
BNY Mellon May 2013 - Present
The Duke Chronicle Advertising Office January 2013 - Present
Duke Sanford School of Public Policy January 2012 - January 2013
Redeye Remarketing Solutions May 2011 - August 2011
Education
Duke University 2012 — 2016
Bachelor of Science, Economics; Finance
Delbarton School 2006 — 2012
Morgan Stanley May 2015 - Present
BNY Mellon May 2013 - Present
The Duke Chronicle Advertising Office January 2013 - Present
Duke Sanford School of Public Policy January 2012 - January 2013
Redeye Remarketing Solutions May 2011 - August 2011
Education
Duke University 2012 — 2016
Bachelor of Science, Economics; Finance
Delbarton School 2006 — 2012
Yangyang Guo Yangyang Guo's Morgan Stanley Experience June 2012 - July 2013
Job Business Development Manager at Flatiron School
Industry Education Management
Experience
The Flatiron School April 2015 - Present
Town Residential January 2014 - Present
Bond New York August 2013 - December 2013
Morgan Stanley June 2012 - July 2013
Duke University August 2010 - May 2012
Morgan Stanley June 2011 - August 2011
Office of Lt. Governor Elizabeth Roberts July 2010 - August 2010
Social Entrepreneur Corp. May 2010 - July 2010
Duke University August 2008 - May 2010
Skills
Public Speaking, Financial Modeling, Bloomberg, Financial Analysis, Economics, Capital IQ, Acting, Capital Markets, Spanish, Corporate Finance
Education
Duke University 2008 — 2012
B.S. Economics, B.A. International Comparative Studies, Minor in Theater Studies, 3.80
Cumberland High School 2004 — 2008
High School
The Flatiron School April 2015 - Present
Town Residential January 2014 - Present
Bond New York August 2013 - December 2013
Morgan Stanley June 2012 - July 2013
Duke University August 2010 - May 2012
Morgan Stanley June 2011 - August 2011
Office of Lt. Governor Elizabeth Roberts July 2010 - August 2010
Social Entrepreneur Corp. May 2010 - July 2010
Duke University August 2008 - May 2010
Skills
Public Speaking, Financial Modeling, Bloomberg, Financial Analysis, Economics, Capital IQ, Acting, Capital Markets, Spanish, Corporate Finance
Education
Duke University 2008 — 2012
B.S. Economics, B.A. International Comparative Studies, Minor in Theater Studies, 3.80
Cumberland High School 2004 — 2008
High School
Caitlin Skinder Caitlin Skinder's Morgan Stanley Experience August 2011 - April 2012
Job Senior Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton 2015 - Present
U.S. Department of State May 2014 - July 2014
Momentive April 2012 - June 2013
Morgan Stanley August 2011 - April 2012
U.S. Department of State June 2010 - August 2010
Skills
International Relations, Research, Microsoft Office, SAP, Cross-functional Team..., Program Evaluation, Econometrics, DOT Compliance, Budget Process, Analysis, Social Media, Microsoft Word, Management, Policy Analysis
Education
Duke University 2013 — 2015
Master of Public Policy, Public Policy Analysis
The Ohio State University 2006 — 2011
Bachelor of Arts (BA), Russian Language and Literature
The Ohio State University - The Max M. Fisher College of Business 2006 — 2011
Bachelor of Science (BS), International Business
Booz Allen Hamilton 2015 - Present
U.S. Department of State May 2014 - July 2014
Momentive April 2012 - June 2013
Morgan Stanley August 2011 - April 2012
U.S. Department of State June 2010 - August 2010
Skills
International Relations, Research, Microsoft Office, SAP, Cross-functional Team..., Program Evaluation, Econometrics, DOT Compliance, Budget Process, Analysis, Social Media, Microsoft Word, Management, Policy Analysis
Education
Duke University 2013 — 2015
Master of Public Policy, Public Policy Analysis
The Ohio State University 2006 — 2011
Bachelor of Arts (BA), Russian Language and Literature
The Ohio State University - The Max M. Fisher College of Business 2006 — 2011
Bachelor of Science (BS), International Business
David O'Malley David O'Malley's Morgan Stanley Experience 2001 - 2001
Job COO at Penn Mutual and CEO at Penn Mutual Asset Management
Industry Insurance
Experience
Penn Mutual and Penn Mutual Asset Management January 2015 - Present
Penn Mutual 2013 - Present
Penn Mutual 2010 - 2013
Penn Mutual 2009 - 2010
Penn Mutual 2008 - 2008
Penn Mutual 2006 - 2007
Penn Mutual 2002 - 2005
Morgan Stanley 2001 - 2001
Penn Mutual 1997 - 2001
Penn Mutual 1994 - 1997
Education
Drexel University - College of Business and Administration 1992 — 1997
Bachelor's Degree, Economics and Finance
LaSalle College High School 1988 — 1992
Penn Mutual and Penn Mutual Asset Management January 2015 - Present
Penn Mutual 2013 - Present
Penn Mutual 2010 - 2013
Penn Mutual 2009 - 2010
Penn Mutual 2008 - 2008
Penn Mutual 2006 - 2007
Penn Mutual 2002 - 2005
Morgan Stanley 2001 - 2001
Penn Mutual 1997 - 2001
Penn Mutual 1994 - 1997
Education
Drexel University - College of Business and Administration 1992 — 1997
Bachelor's Degree, Economics and Finance
LaSalle College High School 1988 — 1992
Alex Stone Alex Stone's Morgan Stanley Experience April 2014 - Present
Job Vice President CMBS Trading
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Merrill Lynch May 2010 - April 2014
Bridgewater Associates February 2009 - May 2010
J.P. Morgan September 2008 - February 2009
Skills
Trading, Structured Products, CMBS, Market Making, Bond Markets, Capital Markets, Hedge Funds, Bloomberg, Bonds, Fixed Income
Education
Duke University 2004 — 2008
Bachelor of Science (BS), Political Science
Ethical Culture Fieldston School
High School
Morgan Stanley April 2014 - Present
Merrill Lynch May 2010 - April 2014
Bridgewater Associates February 2009 - May 2010
J.P. Morgan September 2008 - February 2009
Skills
Trading, Structured Products, CMBS, Market Making, Bond Markets, Capital Markets, Hedge Funds, Bloomberg, Bonds, Fixed Income
Education
Duke University 2004 — 2008
Bachelor of Science (BS), Political Science
Ethical Culture Fieldston School
High School
Alan McGinn's Morgan Stanley Experience 2003 - 2007
Job SENIOR MANAGING DIRECTOR Accounting/Finance at The Execu|Search Group
Industry Staffing and Recruiting
Experience
The ExecuSearch Group January 2007 - Present
Morgan Stanley 2003 - 2007
PricewaterhouseCoopers 2003 - 2004
KPMG Audit September 1999 - December 2003
Education
University College Dublin 1998 — 1999
Masters, Accounting
Dublin City University 1994 — 1998
BS in Business Studies, Finance
The ExecuSearch Group January 2007 - Present
Morgan Stanley 2003 - 2007
PricewaterhouseCoopers 2003 - 2004
KPMG Audit September 1999 - December 2003
Education
University College Dublin 1998 — 1999
Masters, Accounting
Dublin City University 1994 — 1998
BS in Business Studies, Finance
Ariel Xi Chen Ariel Xi Chen's Morgan Stanley Experience June 2012 - September 2012
Job Assistant Fund Manager at CR Assets Management
Industry Financial Services
Experience
CR Assets Management March 2015 - Present
Bain & Company January 2015 - March 2015
CR Assets Management May 2014 - August 2014
Economic Department, Duke University September 2013 - May 2014
Morgan Stanley June 2012 - September 2012
PwC June 2011 - July 2011
Guotai Junan Securities Co., Ltd July 2010 - August 2010
Skills
Financial Modeling, Equity Valuation, Financial Forecasting, Fundamental Analysis, Data Analysis, SAS, Valuation, Corporate Finance, Economics, Bloomberg, Financial Analysis, Stata
Education
Duke University 2013 — 2015
Master's degree, Economics, 3.9/4.0
University of Lancaster 2011 — 2013
Bachelor of Science (BSc), Business Studies, First Class Honours
Sun Yat-Sen University 2009 — 2013
Bachelor of Science (B.S.), Economics, 3.9/4.0
CR Assets Management March 2015 - Present
Bain & Company January 2015 - March 2015
CR Assets Management May 2014 - August 2014
Economic Department, Duke University September 2013 - May 2014
Morgan Stanley June 2012 - September 2012
PwC June 2011 - July 2011
Guotai Junan Securities Co., Ltd July 2010 - August 2010
Skills
Financial Modeling, Equity Valuation, Financial Forecasting, Fundamental Analysis, Data Analysis, SAS, Valuation, Corporate Finance, Economics, Bloomberg, Financial Analysis, Stata
Education
Duke University 2013 — 2015
Master's degree, Economics, 3.9/4.0
University of Lancaster 2011 — 2013
Bachelor of Science (BSc), Business Studies, First Class Honours
Sun Yat-Sen University 2009 — 2013
Bachelor of Science (B.S.), Economics, 3.9/4.0
Edward Watts's Morgan Stanley Experience June 2012 - August 2015
Job Ph.D. Student at the Stanford Graduate School of Business
Industry Financial Services
Experience
Morgan Stanley June 2012 - August 2015
Duke University 2010 - 2012
Morgan Stanley 2011 - 2011
New York Life Insurance Company 2008 - 2009
Education
Stanford University Graduate School of Business 2015 — 2020
Doctor of Philosophy (Ph.D.)
Duke University 2010 — 2012
Masters, Applied Financial Economics, 3.83
State University of New York College at Geneseo 2006 — 2010
Bachelor of Arts, Honors Economics and Mathematics
Horace Greeley High School
Morgan Stanley June 2012 - August 2015
Duke University 2010 - 2012
Morgan Stanley 2011 - 2011
New York Life Insurance Company 2008 - 2009
Education
Stanford University Graduate School of Business 2015 — 2020
Doctor of Philosophy (Ph.D.)
Duke University 2010 — 2012
Masters, Applied Financial Economics, 3.83
State University of New York College at Geneseo 2006 — 2010
Bachelor of Arts, Honors Economics and Mathematics
Horace Greeley High School
Silvia Seceleanu's Morgan Stanley Experience 2012 - 2012
Job Data and strategy
Industry Financial Services
Experience
JPMorgan Chase 2012 - Present
LinkedIn 2013 - 2013
InCube 2009 - 2013
Morgan Stanley 2012 - 2012
Core Capital Management 2011 - 2011
Campus Kudos 2009 - 2011
Social Entrepreneur Corps 2010 - 2010
Skills
Entrepreneurship, Economics, Data Analysis, Market Research, Financial Modeling, Start-ups, Strategy, Management Consulting, Statistics, Machine Learning, Python, Quantitative Research, Algorithms, C++, SQL, VBA, R, Social Media Marketing, Incubators, Public Speaking, Emerging Markets, Bloomberg Terminal, Project Management, Nonprofits
Education
Data Science Course - General Assembly 2015 — 2015
Duke University 2009 — 2013
Bachelor of Science (BS), Economics, Finance, Statistics
Institut d'Etudes politiques de Paris / IEP Paris 2011 — 2011
Emil Racovita
Computer Science and Math High School / Baccalaureate Degree
JPMorgan Chase 2012 - Present
LinkedIn 2013 - 2013
InCube 2009 - 2013
Morgan Stanley 2012 - 2012
Core Capital Management 2011 - 2011
Campus Kudos 2009 - 2011
Social Entrepreneur Corps 2010 - 2010
Skills
Entrepreneurship, Economics, Data Analysis, Market Research, Financial Modeling, Start-ups, Strategy, Management Consulting, Statistics, Machine Learning, Python, Quantitative Research, Algorithms, C++, SQL, VBA, R, Social Media Marketing, Incubators, Public Speaking, Emerging Markets, Bloomberg Terminal, Project Management, Nonprofits
Education
Data Science Course - General Assembly 2015 — 2015
Duke University 2009 — 2013
Bachelor of Science (BS), Economics, Finance, Statistics
Institut d'Etudes politiques de Paris / IEP Paris 2011 — 2011
Emil Racovita
Computer Science and Math High School / Baccalaureate Degree
Nathaniel Robinson Nathaniel Robinson's Morgan Stanley Experience 2007 - 2010
Job Private Equity Investing: Research, Development & Execution
Industry Venture Capital & Private Equity
Experience
Virgo Capital 2010 - Present
Morgan Stanley 2007 - 2010
PhillyCarShare (acquired by Enterprise Holdings) 2002 - 2007
Janney Montgomery Scott 1998 - 2001
Skills
Private Equity, Start-ups, Divestitures, Venture Capital, Private Placements, Competitive Analysis, Mergers & Acquisitions, Business Modeling, Financial Modeling, Corporate Finance, Corporate Development, Due Diligence, Buyouts, Entrepreneurship, Mezzanine, Investments, Growth Capital, Deal Sourcing, Business Development, Sales, IPO, Negotiation, Business Strategy, Competitive Research, Market Analysis, Strategy, Investment Banking
Education
Harvard University, John F. Kennedy School of Government 2004 — 2007
MPP, Political and Economic Development
The Tuck School of Business at Dartmouth 2004 — 2007
MBA with Distinction, Management
Drexel University - LeBow College of Business 1994 — 1998
BSBA, Finance and Accounting
Virgo Capital 2010 - Present
Morgan Stanley 2007 - 2010
PhillyCarShare (acquired by Enterprise Holdings) 2002 - 2007
Janney Montgomery Scott 1998 - 2001
Skills
Private Equity, Start-ups, Divestitures, Venture Capital, Private Placements, Competitive Analysis, Mergers & Acquisitions, Business Modeling, Financial Modeling, Corporate Finance, Corporate Development, Due Diligence, Buyouts, Entrepreneurship, Mezzanine, Investments, Growth Capital, Deal Sourcing, Business Development, Sales, IPO, Negotiation, Business Strategy, Competitive Research, Market Analysis, Strategy, Investment Banking
Education
Harvard University, John F. Kennedy School of Government 2004 — 2007
MPP, Political and Economic Development
The Tuck School of Business at Dartmouth 2004 — 2007
MBA with Distinction, Management
Drexel University - LeBow College of Business 1994 — 1998
BSBA, Finance and Accounting
Steven Chirn Steven Chirn's Morgan Stanley Experience August 2011 - December 2013
Job Contractor LIQ SME at Raymond James Financial, Inc.
Industry Computer Software
Experience
Raymond James Financial, Inc. April 2015 - Present
Deutsche Bank March 2014 - April 2015
Morgan Stanley August 2011 - December 2013
Bank of America Merrill Lynch October 2010 - August 2011
Misys Banking Systems December 2004 - September 2010
Chenoa Information Services 2002 - 2004
Navisys 1999 - 2002
Skills
PL/SQL, SQL, C++, Databases, DB2, Programming, Business Requirements, C#, Application Development, Java, SDLC, Analysis, Software Development, XML, Business Analysis, Oracle SQL, C, Requirements Analysis, Data Warehousing, Testing, Oracle
Education
Drexel University - LeBow College of Business
M.S., Financial Management
New Jersey Institute of Technology
M.S., Computer Science
Raymond James Financial, Inc. April 2015 - Present
Deutsche Bank March 2014 - April 2015
Morgan Stanley August 2011 - December 2013
Bank of America Merrill Lynch October 2010 - August 2011
Misys Banking Systems December 2004 - September 2010
Chenoa Information Services 2002 - 2004
Navisys 1999 - 2002
Skills
PL/SQL, SQL, C++, Databases, DB2, Programming, Business Requirements, C#, Application Development, Java, SDLC, Analysis, Software Development, XML, Business Analysis, Oracle SQL, C, Requirements Analysis, Data Warehousing, Testing, Oracle
Education
Drexel University - LeBow College of Business
M.S., Financial Management
New Jersey Institute of Technology
M.S., Computer Science
Abby Greenberger Abby Greenberger's Morgan Stanley Experience June 2003 - August 2008
Job Senior Compliance Associate and Counsel at Bridgewater Associates
Industry Legal Services
Experience
Bridgewater Associates January 2014 - Present
D. E. Shaw & Co. September 2008 - December 2013
Morgan Stanley June 2003 - August 2008
Davis Polk & Wardwell August 1999 - June 2003
Skills
Corporate Law, Securities Regulation, Securities, Capital Markets, Hedge Funds, Equities, Derivatives, Alternative Investments
Education
University of Pennsylvania Law School 1996 — 1999
JD
Duke University 1992 — 1996
Bachelor of Arts (BA)
Bridgewater Associates January 2014 - Present
D. E. Shaw & Co. September 2008 - December 2013
Morgan Stanley June 2003 - August 2008
Davis Polk & Wardwell August 1999 - June 2003
Skills
Corporate Law, Securities Regulation, Securities, Capital Markets, Hedge Funds, Equities, Derivatives, Alternative Investments
Education
University of Pennsylvania Law School 1996 — 1999
JD
Duke University 1992 — 1996
Bachelor of Arts (BA)
David Rollins David Rollins's Morgan Stanley Experience 2011 - 2012
Job
Industry Investment Banking
Experience
_________, ________, & ________, Inc. 2012 - Present
Boy Scouts of America 2011 - Present
Morgan Stanley 2011 - 2012
boutique wealth advisory firm April 2009 - August 2011
Credit Suisse August 2002 - April 2009
Credit Suisse First Boston 2002 - 2004
IBM Rational January 2001 - September 2001
Merrill Lynch November 2000 - March 2001
Fidelity Investments 2000 - 2000
Accenture 1991 - 1995
Skills
Wealth Management, Corporate Governance, ClearQuest, Fixed Income, Configuration Management, Investment Banking, PMO, Capital Markets, Risk Management, Financial Risk, Sybase, SDLC, Economics, Investments, Asset Management, Equities, Bloomberg, Financial Services
Education
Harvard University 1997 — 1998
History of Science
Duke University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Louisiana State University 1986 — 1987
Mathematics
_________, ________, & ________, Inc. 2012 - Present
Boy Scouts of America 2011 - Present
Morgan Stanley 2011 - 2012
boutique wealth advisory firm April 2009 - August 2011
Credit Suisse August 2002 - April 2009
Credit Suisse First Boston 2002 - 2004
IBM Rational January 2001 - September 2001
Merrill Lynch November 2000 - March 2001
Fidelity Investments 2000 - 2000
Accenture 1991 - 1995
Skills
Wealth Management, Corporate Governance, ClearQuest, Fixed Income, Configuration Management, Investment Banking, PMO, Capital Markets, Risk Management, Financial Risk, Sybase, SDLC, Economics, Investments, Asset Management, Equities, Bloomberg, Financial Services
Education
Harvard University 1997 — 1998
History of Science
Duke University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Louisiana State University 1986 — 1987
Mathematics
John W. Young, CFP® John W. Young, CFP®'s Morgan Stanley Experience October 2003 - August 2010
Job Managing Partner at Cardinal Wealth Partners, LLC
Industry Financial Services
Experience
Cardinal Wealth Partners May 2015 - Present
Raymond James January 2012 - April 2015
Morgan Stanley October 2003 - August 2010
Legg Mason January 1998 - September 2003
AVL 1993 - 1997
Skills
Investments, Financial Advisory, Strategic Financial..., Finance, Risk Management, Securities, Retirement Planning, Wealth, Financial Planning, Wealth Management, Mutual Funds, Retirement, Series 7, Asset Management, Portfolio Management, 401k, Asset Allocation, Investment Advisory, Personal Finance, Estate Planning, Series 63, Certified Financial..., Tax, Fixed Annuities
Education
Duke University 2004 — 2005
Executive Certificate, Financial Planning
NCSU 1984 — 1988
BS, Biological Sciences, Kappa Alpha Order
Cardinal Wealth Partners May 2015 - Present
Raymond James January 2012 - April 2015
Morgan Stanley October 2003 - August 2010
Legg Mason January 1998 - September 2003
AVL 1993 - 1997
Skills
Investments, Financial Advisory, Strategic Financial..., Finance, Risk Management, Securities, Retirement Planning, Wealth, Financial Planning, Wealth Management, Mutual Funds, Retirement, Series 7, Asset Management, Portfolio Management, 401k, Asset Allocation, Investment Advisory, Personal Finance, Estate Planning, Series 63, Certified Financial..., Tax, Fixed Annuities
Education
Duke University 2004 — 2005
Executive Certificate, Financial Planning
NCSU 1984 — 1988
BS, Biological Sciences, Kappa Alpha Order
Cameron McElroy's Morgan Stanley Experience August 2011 - Present
Job Global Capital Markets Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley August 2011 - Present
Morgan Stanley June 2011 - August 2011
Aon Corporation May 2010 - August 2010
CQ Solutions May 2009 - July 2009
AIG June 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Corporate Finance, Private Equity, Analysis, Mergers & Acquisitions, Finance, Business Strategy, Capital Markets, Business Planning, Investments
Education
Duke University 2008 — 2012
A.B., International Comparative Studies, History, Markets and Management
Morgan Stanley August 2011 - Present
Morgan Stanley June 2011 - August 2011
Aon Corporation May 2010 - August 2010
CQ Solutions May 2009 - July 2009
AIG June 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Corporate Finance, Private Equity, Analysis, Mergers & Acquisitions, Finance, Business Strategy, Capital Markets, Business Planning, Investments
Education
Duke University 2008 — 2012
A.B., International Comparative Studies, History, Markets and Management
Jason Strasser Jason Strasser's Morgan Stanley Experience 2007 - 2011
Job CoFounder & Chief Investment Officer
Industry Financial Services
Experience
Caption Partners 2012 - Present
Trafelet & Company 2011 - 2012
Morgan Stanley 2007 - 2011
Education
Duke University 2003 — 2007
BSE, Electrical Engineering, Biomedical Engineering
Trinity High School 1999 — 2003
Caption Partners 2012 - Present
Trafelet & Company 2011 - 2012
Morgan Stanley 2007 - 2011
Education
Duke University 2003 — 2007
BSE, Electrical Engineering, Biomedical Engineering
Trinity High School 1999 — 2003
Robert E Bruno Robert E Bruno's Morgan Stanley Experience June 2007 - April 2008
Job Financial Services Advisory Sr Associate at PwC
Industry Financial Services
Experience
PwC October 2015 - Present
Dealogic October 2014 - September 2015
Dealogic February 2012 - September 2014
Dealogic LLC January 2010 - January 2012
Dealogic October 2008 - December 2009
Dealogic LLC May 2008 - September 2008
Morgan Stanley June 2007 - April 2008
J.P. McGowan & Company, Inc March 2006 - June 2007
Delaware Investments March 2005 - September 2005
Skills
Corporate Finance, Investments, Fixed Income, Series 7, Strategy, Finance, Derivatives, Relationship Management, Financial Markets, Portfolio Management, Asset Management, Capital Markets, Investment Banking, Mergers, Competitive Analysis, Project Management, Transaction Origination, Performance Benchmarking, Resource Allocation, Team Leadership, Team Management, Team Motivation, Business Development, Business Planning, Management, Product Development
Education
Drexel University 2002 — 2007
Bachelor of Science in Business Administration, Finance and Marketing
Central Bucks High School East 1999 — 2002
PwC October 2015 - Present
Dealogic October 2014 - September 2015
Dealogic February 2012 - September 2014
Dealogic LLC January 2010 - January 2012
Dealogic October 2008 - December 2009
Dealogic LLC May 2008 - September 2008
Morgan Stanley June 2007 - April 2008
J.P. McGowan & Company, Inc March 2006 - June 2007
Delaware Investments March 2005 - September 2005
Skills
Corporate Finance, Investments, Fixed Income, Series 7, Strategy, Finance, Derivatives, Relationship Management, Financial Markets, Portfolio Management, Asset Management, Capital Markets, Investment Banking, Mergers, Competitive Analysis, Project Management, Transaction Origination, Performance Benchmarking, Resource Allocation, Team Leadership, Team Management, Team Motivation, Business Development, Business Planning, Management, Product Development
Education
Drexel University 2002 — 2007
Bachelor of Science in Business Administration, Finance and Marketing
Central Bucks High School East 1999 — 2002
Jed Kim's Morgan Stanley Experience July 2015 - Present
Job
Industry Investment Banking
Experience
Morgan Stanley July 2015 - Present
Deutsche Bank 2012 - June 2015
Orange Hotel Group (China) March 2010 - June 2010
HCP 2006 - 2009
Accenture 2003 - 2006
Blue Design (blue.duke.edu) 2001 - 2003
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Finance, Entrepreneurship Management
Duke University 1999 — 2003
B.S.E., Electrical and Biomedical Engineering
University of New South Wales 2001 — 2001
Morgan Stanley July 2015 - Present
Deutsche Bank 2012 - June 2015
Orange Hotel Group (China) March 2010 - June 2010
HCP 2006 - 2009
Accenture 2003 - 2006
Blue Design (blue.duke.edu) 2001 - 2003
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Finance, Entrepreneurship Management
Duke University 1999 — 2003
B.S.E., Electrical and Biomedical Engineering
University of New South Wales 2001 — 2001
Vincent Roth's Morgan Stanley Experience June 2002 - May 2004
Job
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Morgan Stanley Smith Barney October 2007 - November 2012
Merrill Lynch May 2004 - October 2007
Morgan Stanley June 2002 - May 2004
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Wealth Management, Financial Planning, Estate Planning, Equities, Finance, Fixed Income, Investments, Securities, Mutual Funds, Strategic Financial..., Asset Management, Series 7, Financial Analysis, Series 63
Education
Drexel University - LeBow College of Business 2000 — 2002
MBA
Drexel University 1995 — 1999
Bachelor's degree
Merrill Lynch November 2012 - Present
Morgan Stanley Smith Barney October 2007 - November 2012
Merrill Lynch May 2004 - October 2007
Morgan Stanley June 2002 - May 2004
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Wealth Management, Financial Planning, Estate Planning, Equities, Finance, Fixed Income, Investments, Securities, Mutual Funds, Strategic Financial..., Asset Management, Series 7, Financial Analysis, Series 63
Education
Drexel University - LeBow College of Business 2000 — 2002
MBA
Drexel University 1995 — 1999
Bachelor's degree
Chloe Kiernan's Morgan Stanley Experience August 2008 - March 2012
Job VP Business Development at Perrin Paris
Industry Luxury Goods & Jewelry
Experience
Perrin Paris November 2013 - Present
Louis Vuitton March 2012 - Present
Morgan Stanley August 2008 - March 2012
Lancome January 2005 - June 2006
Matrix January 2003 - January 2005
L'Oreal Paris October 2000 - January 2003
Skills
French, Spanish, Marketing Strategy, Marketing, Customer Relations, Brand Management, Product Innovation, E-commerce, Business Development, Entrepreneurship, English, Customer Service, Digital Marketing, Strategy, Management, Product Development
Education
Harvard Business School 2006 — 2008
Master, Business Administration
Duke University 1996 — 2000
BA, International Business
Perrin Paris November 2013 - Present
Louis Vuitton March 2012 - Present
Morgan Stanley August 2008 - March 2012
Lancome January 2005 - June 2006
Matrix January 2003 - January 2005
L'Oreal Paris October 2000 - January 2003
Skills
French, Spanish, Marketing Strategy, Marketing, Customer Relations, Brand Management, Product Innovation, E-commerce, Business Development, Entrepreneurship, English, Customer Service, Digital Marketing, Strategy, Management, Product Development
Education
Harvard Business School 2006 — 2008
Master, Business Administration
Duke University 1996 — 2000
BA, International Business
Latricia Barksdale's Morgan Stanley Experience 2004 - 2006
Job Senior Vice President, Strategy at Teach For America
Industry Education Management
Experience
Teach For America June 2015 - Present
Teach For America October 2013 - May 2015
Teach for America October 2012 - November 2013
Teach for America December 2011 - October 2012
Teach for America October 2010 - January 2012
The New Teacher Project October 2009 - October 2010
The New Teacher Project February 2008 - October 2009
Teach for America 2006 - 2008
Morgan Stanley 2004 - 2006
Sponsors for Educational Opportunity (SEO) May 2003 - August 2003
Skills
Public Speaking, Non-profits, Strategy, Data Analysis, Strategic Planning, Management, Analysis, Staff Development, Leadership Development, Program Management, Nonprofits, Change Management, Fundraising, Research, Program Development, Leadership, Teaching, Management Consulting, Event Planning, Entrepreneurship, Organizational..., Community Outreach, Sales, Grant Writing
Education
Duke University 2000 — 2004
AB, Public Policy Studies, Economics
Teach For America June 2015 - Present
Teach For America October 2013 - May 2015
Teach for America October 2012 - November 2013
Teach for America December 2011 - October 2012
Teach for America October 2010 - January 2012
The New Teacher Project October 2009 - October 2010
The New Teacher Project February 2008 - October 2009
Teach for America 2006 - 2008
Morgan Stanley 2004 - 2006
Sponsors for Educational Opportunity (SEO) May 2003 - August 2003
Skills
Public Speaking, Non-profits, Strategy, Data Analysis, Strategic Planning, Management, Analysis, Staff Development, Leadership Development, Program Management, Nonprofits, Change Management, Fundraising, Research, Program Development, Leadership, Teaching, Management Consulting, Event Planning, Entrepreneurship, Organizational..., Community Outreach, Sales, Grant Writing
Education
Duke University 2000 — 2004
AB, Public Policy Studies, Economics
Mona Darji Ferraro, CPA's Morgan Stanley Experience February 2010 - Present
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley February 2010 - Present
KPMG LLP April 2005 - February 2010
KPMG January 2003 - March 2005
Skills
Tax, GAAP, CPA, Tax Accounting, SEC filings, Corporate Tax, Financial Analysis, International Tax, Sarbanes-Oxley Act, Financial Modeling, SEC Filings
Education
Fordham Gabelli School of Business 2010 — 2013
MS in Taxation, Taxation
Drexel University 2000 — 2005
BS, Business Administration: Accounting and Marketing
Morgan Stanley February 2010 - Present
KPMG LLP April 2005 - February 2010
KPMG January 2003 - March 2005
Skills
Tax, GAAP, CPA, Tax Accounting, SEC filings, Corporate Tax, Financial Analysis, International Tax, Sarbanes-Oxley Act, Financial Modeling, SEC Filings
Education
Fordham Gabelli School of Business 2010 — 2013
MS in Taxation, Taxation
Drexel University 2000 — 2005
BS, Business Administration: Accounting and Marketing
Dan Blahut's Morgan Stanley Experience April 2002 - August 2011
Job CEO | ForeSight ASG
Industry Information Technology and Services
Experience
Foresight ASG Managing Director, Strategic Advisory ServicesAdvisorNovember 2013 - April 2014
SocialWire November 2012 - August 2013
SocialWire August 2011 - November 2012
Morgan Stanley April 2002 - August 2011
Citi April 2002 - December 2003
Salomon Smith Barney December 2000 - April 2002
J. Rothschild Capital Partners 1999 - 2000
Skills
Financial Modeling, E-commerce, Social Media, Mobile Devices, Due Diligence, Smart Grid, Start-ups, Mergers & Acquisitions, Business Development, Corporate Finance, Business Strategy, Strategy, Entrepreneurship, Budgets, Venture Capital, Strategic Planning, Investments, Portfolio Management, Restructuring, Strategic Financial..., Product Management, Strategic Partnerships, Valuation, Emerging Markets, Corporate Development, Analytics, Finance
Education
Drury University 1998 — 2003
B.A., Finance & Chemistry
Regent's College London 2000 — 2000
Master of Business Administration (MBA)m, Business
Foresight ASG Managing Director, Strategic Advisory ServicesAdvisorNovember 2013 - April 2014
SocialWire November 2012 - August 2013
SocialWire August 2011 - November 2012
Morgan Stanley April 2002 - August 2011
Citi April 2002 - December 2003
Salomon Smith Barney December 2000 - April 2002
J. Rothschild Capital Partners 1999 - 2000
Skills
Financial Modeling, E-commerce, Social Media, Mobile Devices, Due Diligence, Smart Grid, Start-ups, Mergers & Acquisitions, Business Development, Corporate Finance, Business Strategy, Strategy, Entrepreneurship, Budgets, Venture Capital, Strategic Planning, Investments, Portfolio Management, Restructuring, Strategic Financial..., Product Management, Strategic Partnerships, Valuation, Emerging Markets, Corporate Development, Analytics, Finance
Education
Drury University 1998 — 2003
B.A., Finance & Chemistry
Regent's College London 2000 — 2000
Master of Business Administration (MBA)m, Business
Suzanne Crymes's Morgan Stanley Experience September 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Societe Generale June 2013 - September 2014
Jefferies April 2007 - December 2008
Citigroup July 1993 - March 2007
Citigroup 1993 - 2000
Skills
Leveraged Finance, Loans, Asset Based Lending, Mezzanine, Loan Origination, Loan Structuring, Underwriting, Portfolio Management, Credit Portfolio..., Credit Analysis, Credit Risk, Credit, Loan Modifications, Debt Restructuring, Restructuring, Workout, Risk Management, Syndications, Due Diligence, Financial Analysis, Financial Modeling, Corporate Finance, LBO, Commercial Banking, Financial Statement..., Financial Risk, Banking, Relationship Management, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Drexel University 1985 — 1990
BS, Commerce & Engineering - Finance & Accounting
Morgan Stanley September 2014 - Present
Societe Generale June 2013 - September 2014
Jefferies April 2007 - December 2008
Citigroup July 1993 - March 2007
Citigroup 1993 - 2000
Skills
Leveraged Finance, Loans, Asset Based Lending, Mezzanine, Loan Origination, Loan Structuring, Underwriting, Portfolio Management, Credit Portfolio..., Credit Analysis, Credit Risk, Credit, Loan Modifications, Debt Restructuring, Restructuring, Workout, Risk Management, Syndications, Due Diligence, Financial Analysis, Financial Modeling, Corporate Finance, LBO, Commercial Banking, Financial Statement..., Financial Risk, Banking, Relationship Management, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Drexel University 1985 — 1990
BS, Commerce & Engineering - Finance & Accounting
Bryn Harder's Morgan Stanley Experience August 2004 - March 2007
Job Graham Capital Management
Industry Financial Services
Experience
Graham Capital Management, L.P. April 2013 - Present
Ospraie Management August 2008 - April 2013
Morgan Stanley August 2004 - March 2007
Skills
Financial Modeling, Equities, Valuation, Hedge Funds, Bloomberg, Portfolio Management, Investments, Asset Management
Education
Duke University 1997 — 2001
BSE
Graham Capital Management, L.P. April 2013 - Present
Ospraie Management August 2008 - April 2013
Morgan Stanley August 2004 - March 2007
Skills
Financial Modeling, Equities, Valuation, Hedge Funds, Bloomberg, Portfolio Management, Investments, Asset Management
Education
Duke University 1997 — 2001
BSE
Jeffrey Siminoff's Morgan Stanley Experience 2010 - 2013
Job Inclusion & Diversity, Talent Management and Employment Law Senior Leader
Industry Human Resources
Experience
Apple September 2013 - Present
Morgan Stanley 2010 - 2013
Morgan Stanley 1999 - 2010
Riker Danzig Scherer Hyland & Perretti LLP 1992 - 1999
Skills
Human Resources, Diversity, Talent Management, Talent Acquisition, Leadership Development, Employment Law, Civil Litigation, Community Outreach, Foodie, Engaging Public Speaker, Recruiting, Organizational Design, Succession Planning, Workforce Planning, Diversity & Inclusion, Onboarding, Deferred Compensation, Executive Pay, Employee Engagement, Organizational..., Personnel Management, Organizational..., Public Speaking, Management
Education
Duke University
Bachelor of Arts (B.A.), Public Policy Studies
Emory University School of Law
JD, Law
Apple September 2013 - Present
Morgan Stanley 2010 - 2013
Morgan Stanley 1999 - 2010
Riker Danzig Scherer Hyland & Perretti LLP 1992 - 1999
Skills
Human Resources, Diversity, Talent Management, Talent Acquisition, Leadership Development, Employment Law, Civil Litigation, Community Outreach, Foodie, Engaging Public Speaker, Recruiting, Organizational Design, Succession Planning, Workforce Planning, Diversity & Inclusion, Onboarding, Deferred Compensation, Executive Pay, Employee Engagement, Organizational..., Personnel Management, Organizational..., Public Speaking, Management
Education
Duke University
Bachelor of Arts (B.A.), Public Policy Studies
Emory University School of Law
JD, Law
Ahsha Merson's Morgan Stanley Experience July 2009 - July 2011
Job Business Planning Manager at Carbon3D, Inc.
Industry Mechanical or Industrial Engineering
Experience
Carbon3D, Inc. July 2015 - Present
TPG Capital August 2013 - March 2015
Texas Pacific Group August 2011 - August 2013
Morgan Stanley July 2009 - July 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Education
Duke University 2005 — 2009
B.S. and B.A., Economics and Philosophy
Carbon3D, Inc. July 2015 - Present
TPG Capital August 2013 - March 2015
Texas Pacific Group August 2011 - August 2013
Morgan Stanley July 2009 - July 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Education
Duke University 2005 — 2009
B.S. and B.A., Economics and Philosophy
Gregory Avato's Morgan Stanley Experience June 2007 - January 2011
Job Contract Specialist at United States Army
Industry Financial Services
Experience
United States Army January 2011 - Present
Morgan Stanley June 2007 - January 2011
Susquehanna International Group April 2006 - July 2007
CIGNA Group Insurance April 2005 - September 2005
Skills
Financial Analysis, Strategic Planning, Microsoft Excel, Risk Management, Financial Modeling
Education
Drexel University - LeBow College of Business 2002 — 2007
United States Army January 2011 - Present
Morgan Stanley June 2007 - January 2011
Susquehanna International Group April 2006 - July 2007
CIGNA Group Insurance April 2005 - September 2005
Skills
Financial Analysis, Strategic Planning, Microsoft Excel, Risk Management, Financial Modeling
Education
Drexel University - LeBow College of Business 2002 — 2007
William S Lee, CFA, CAIA's Morgan Stanley Experience May 2011 - November 2013
Job
Industry Investment Management
Experience
Permal Group November 2013 - Present
Morgan Stanley May 2011 - November 2013
Morgan Stanley July 2009 - May 2011
UBS Investment Bank July 2007 - July 2008
Education
University of Chicago
Master of Science (MS), Financial Mathematics, 3.92 / 4.00
Duke University 2003 — 2007
Bachelor of Science (BS), Mathematics, Chemistry
Permal Group November 2013 - Present
Morgan Stanley May 2011 - November 2013
Morgan Stanley July 2009 - May 2011
UBS Investment Bank July 2007 - July 2008
Education
University of Chicago
Master of Science (MS), Financial Mathematics, 3.92 / 4.00
Duke University 2003 — 2007
Bachelor of Science (BS), Mathematics, Chemistry
Kevin Straine's Morgan Stanley Experience 1994 - 1997
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets December 2014 - Present
Deutsche Bank Securities July 2006 - December 2014
Bear Stearns April 2004 - July 2006
Beauchamp Hedge Fund Solutions, Linedata Services (previously Beauchamp Financial Technology, Inc) 2001 - 2002
Brandywine Asset Management 1999 - 2001
Morgan Stanley & Co. Incorporated 1994 - 1997
Morgan Stanley 1994 - 1997
Skills
Commodities, Trading, FIX, Futures, Equities, Client Relationship..., Client Acquisition, Listed Derivatives, Sales Management, Trading Desk Management, Derivatives, Capital Markets, Fixed Income, Commodity, Options, Alternative Investments, Bloomberg, Electronic Trading, Finance, Hedge Funds, Investment Banking, Prime Brokerage
Education
Drexel University - LeBow College of Business 2001 — 2003
MBA, Finance
University of Delaware 1989 — 1993
BA, History
RBC Capital Markets December 2014 - Present
Deutsche Bank Securities July 2006 - December 2014
Bear Stearns April 2004 - July 2006
Beauchamp Hedge Fund Solutions, Linedata Services (previously Beauchamp Financial Technology, Inc) 2001 - 2002
Brandywine Asset Management 1999 - 2001
Morgan Stanley & Co. Incorporated 1994 - 1997
Morgan Stanley 1994 - 1997
Skills
Commodities, Trading, FIX, Futures, Equities, Client Relationship..., Client Acquisition, Listed Derivatives, Sales Management, Trading Desk Management, Derivatives, Capital Markets, Fixed Income, Commodity, Options, Alternative Investments, Bloomberg, Electronic Trading, Finance, Hedge Funds, Investment Banking, Prime Brokerage
Education
Drexel University - LeBow College of Business 2001 — 2003
MBA, Finance
University of Delaware 1989 — 1993
BA, History
Michael Armstrong's Morgan Stanley Experience April 2010 - December 2012
Job Global Head of Wealth Management at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC May 2014 - Present
Armstrong Advisors September 2013 - May 2014
Morgan Stanley April 2010 - December 2012
Morgan Stanley October 2007 - April 2010
Morgan Stanley January 2002 - April 2005
Skills
Executive Management, Sales Managment, Sales, Private Banking, Leading Organizational..., Alternative Investments, Global Capital Markets, Public Speaking, Financial Services, Securities, Marketing Strategy, Mentoring, Brand Development, International Business, Recruiting, Institutional..., Key Account Management, Team Building, New Business Development, Asset Allocation, Financial Institutions, Trading, Project Management, Strategic Planning, Team Leadership, Derivatives, Financial Advisory, Investment Banking, Networking, Electronic Trading, Private Equity, Risk Management, Wealth Management..., Bonds, Series 24, ETFs, Series 65, Portfolio Management, Investment Strategies, Investment Advisory, Product Management, FINRA, Mutual Funds, Bloomberg, Structured Finance, Options, Financial Markets, Strategy, Prime Brokerage
Education
Harvard Business School 1985 — 1987
MBA
Duke University 1978 — 1982
BA, Psychology, Economics
Jefferies LLC May 2014 - Present
Armstrong Advisors September 2013 - May 2014
Morgan Stanley April 2010 - December 2012
Morgan Stanley October 2007 - April 2010
Morgan Stanley January 2002 - April 2005
Skills
Executive Management, Sales Managment, Sales, Private Banking, Leading Organizational..., Alternative Investments, Global Capital Markets, Public Speaking, Financial Services, Securities, Marketing Strategy, Mentoring, Brand Development, International Business, Recruiting, Institutional..., Key Account Management, Team Building, New Business Development, Asset Allocation, Financial Institutions, Trading, Project Management, Strategic Planning, Team Leadership, Derivatives, Financial Advisory, Investment Banking, Networking, Electronic Trading, Private Equity, Risk Management, Wealth Management..., Bonds, Series 24, ETFs, Series 65, Portfolio Management, Investment Strategies, Investment Advisory, Product Management, FINRA, Mutual Funds, Bloomberg, Structured Finance, Options, Financial Markets, Strategy, Prime Brokerage
Education
Harvard Business School 1985 — 1987
MBA
Duke University 1978 — 1982
BA, Psychology, Economics
Ray Baksh's Morgan Stanley Experience November 2013 - Present
Job Mainframe Network Engineer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Credit Suisse July 2008 - September 2013
NYSE Euronext 2005 - 2008
SIAC 1996 - 2008
NYSE 1996 - 2008
Skills
Disaster Recovery, Incident Management, Business Continuity, Data Center, FTP, High Availability, Mainframe, ITIL, Unix, TCP/IP, Enterprise Architecture, Firewalls
Education
Drexel University
Pace University
Computer Science
Morgan Stanley November 2013 - Present
Credit Suisse July 2008 - September 2013
NYSE Euronext 2005 - 2008
SIAC 1996 - 2008
NYSE 1996 - 2008
Skills
Disaster Recovery, Incident Management, Business Continuity, Data Center, FTP, High Availability, Mainframe, ITIL, Unix, TCP/IP, Enterprise Architecture, Firewalls
Education
Drexel University
Pace University
Computer Science
Jenny Latz's Morgan Stanley Experience July 1995 - July 1997
Job Independent Chief Financial Officer and Business Consultant
Industry Financial Services
Experience
JP Latz Consulting, LLC May 2010 - Present
SunTrust Robinson Humphrey August 2001 - December 2008
The Robinson-Humphrey Company, Formerly a subsidiary of Citigroup 1999 - 2001
Morgan Stanley July 1995 - July 1997
Skills
Mergers, Financial Analysis, Business Valuation, Business Strategy, Forecasting, Budgets, Marketing Strategy, Corporate Finance, Valuation, Investment Banking, Business Writing, Financial Modeling, Private Equity, Capital Markets, Corporate Development, Mergers & Acquisitions, Acquisitions, Venture Capital, Investments, Due Diligence
Education
University of Virginia Darden School of Business 1997 — 1999
MBA, Finance
Duke University 1991 — 1995
A.B., Psychology / Markets & Management Studies
JP Latz Consulting, LLC May 2010 - Present
SunTrust Robinson Humphrey August 2001 - December 2008
The Robinson-Humphrey Company, Formerly a subsidiary of Citigroup 1999 - 2001
Morgan Stanley July 1995 - July 1997
Skills
Mergers, Financial Analysis, Business Valuation, Business Strategy, Forecasting, Budgets, Marketing Strategy, Corporate Finance, Valuation, Investment Banking, Business Writing, Financial Modeling, Private Equity, Capital Markets, Corporate Development, Mergers & Acquisitions, Acquisitions, Venture Capital, Investments, Due Diligence
Education
University of Virginia Darden School of Business 1997 — 1999
MBA, Finance
Duke University 1991 — 1995
A.B., Psychology / Markets & Management Studies
Steve Guyer's Morgan Stanley Experience 1985 - 2009
Job Investment Management Professional
Industry Investment Management
Experience
Morgan Stanley 1985 - 2009
morgan stanley 1996 - 2008
Skills
Fixed Income, Alternative Investments, Investment Management, Mutual Funds, Securities, Asset Management, Equities, Asset Allocation, Bloomberg, Hedge Funds
Education
Drexel University
BS
Saint Joseph's University
MBA, Finance
Morgan Stanley 1985 - 2009
morgan stanley 1996 - 2008
Skills
Fixed Income, Alternative Investments, Investment Management, Mutual Funds, Securities, Asset Management, Equities, Asset Allocation, Bloomberg, Hedge Funds
Education
Drexel University
BS
Saint Joseph's University
MBA, Finance
Albert Lin's Morgan Stanley Experience September 2014 - Present
Job Consumer Retail Sector Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Morgan Stanley June 2013 - September 2014
Jefferies & Company 2009 - 2012
UBS Investment Bank 2008 - 2009
Skills
Valuation, Equities, Investment Banking, Financial Modeling, Capital Markets, Marketing Strategy
Education
University of Michigan 2006 — 2008
BBA, Finance
Duke University 2004 — 2006
Public Policy and Economics
Morgan Stanley September 2014 - Present
Morgan Stanley June 2013 - September 2014
Jefferies & Company 2009 - 2012
UBS Investment Bank 2008 - 2009
Skills
Valuation, Equities, Investment Banking, Financial Modeling, Capital Markets, Marketing Strategy
Education
University of Michigan 2006 — 2008
BBA, Finance
Duke University 2004 — 2006
Public Policy and Economics
Ansley Cargill's Morgan Stanley Experience June 2007 - August 2009
Job Financial Analyst at East Resources
Industry Financial Services
Experience
East Management Services September 2009 - Present
Morgan Stanley June 2007 - August 2009
Education
Duke University
Westminster
East Management Services September 2009 - Present
Morgan Stanley June 2007 - August 2009
Education
Duke University
Westminster
Barbara Libove's Morgan Stanley Experience August 2007 - August 2008
Job Director of Social Impact Finance at Freelancers Union
Industry Financial Services
Experience
Freelancers Union December 2013 - Present
Nonprofit Finance Fund August 2010 - November 2013
New York City Investment Fund August 2008 - July 2010
Morgan Stanley August 2007 - August 2008
Morgan Stanley July 2005 - July 2007
Credit Suisse May 2004 - August 2004
Education
Duke University 2001 — 2005
BS, Economics, German, Religion
Freelancers Union December 2013 - Present
Nonprofit Finance Fund August 2010 - November 2013
New York City Investment Fund August 2008 - July 2010
Morgan Stanley August 2007 - August 2008
Morgan Stanley July 2005 - July 2007
Credit Suisse May 2004 - August 2004
Education
Duke University 2001 — 2005
BS, Economics, German, Religion
Admand Rizaj's Morgan Stanley Experience May 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
JGWPT Holdings June 2012 - May 2014
JP Morgan January 2010 - June 2012
JPMorgan Chase July 2008 - December 2009
Global Tax Management March 2006 - September 2006
Five Below April 2005 - September 2005
Skills
Financial Analysis, Financial Modeling, Bloomberg, Financial Reporting, Securities, Fixed Income, Valuation, Forecasting, Series 63, Financial Services, Trading, Accounting, Microsoft Excel, Series 7, Investments, Access, Wealth Management, Analysis, Capital Markets, Corporate Finance, Finance
Education
Drexel University - LeBow College of Business 2003 — 2008
BS, Finance, Accounting
Morgan Stanley May 2014 - Present
JGWPT Holdings June 2012 - May 2014
JP Morgan January 2010 - June 2012
JPMorgan Chase July 2008 - December 2009
Global Tax Management March 2006 - September 2006
Five Below April 2005 - September 2005
Skills
Financial Analysis, Financial Modeling, Bloomberg, Financial Reporting, Securities, Fixed Income, Valuation, Forecasting, Series 63, Financial Services, Trading, Accounting, Microsoft Excel, Series 7, Investments, Access, Wealth Management, Analysis, Capital Markets, Corporate Finance, Finance
Education
Drexel University - LeBow College of Business 2003 — 2008
BS, Finance, Accounting
Thomas Berk III's Morgan Stanley Experience January 1990 - December 1994
Job Series 7 Equity/Index/ETF Derivatives Broker
Industry Financial Services
Experience
I.A. Englander & Co. August 2015 - Present
TRZ Risk June 2015 - Present
Xchange Financial Access July 2006 - June 2015
Israel A Englander& Co INC 1995 - 2006
Morgan Stanley January 1990 - December 1994
Skills
Derivatives, Equities, Series 7, Hedge Funds, Options, Electronic Trading, Equity Derivatives, Trading Systems, Trading, ETFs, Financial Markets, Equity Trading, Bloomberg, Series 63, Fixed Income, Capital Markets, Securities, Investments
Education
Drexel University 1981 — 1986
BS, Finance/Marketing
I.A. Englander & Co. August 2015 - Present
TRZ Risk June 2015 - Present
Xchange Financial Access July 2006 - June 2015
Israel A Englander& Co INC 1995 - 2006
Morgan Stanley January 1990 - December 1994
Skills
Derivatives, Equities, Series 7, Hedge Funds, Options, Electronic Trading, Equity Derivatives, Trading Systems, Trading, ETFs, Financial Markets, Equity Trading, Bloomberg, Series 63, Fixed Income, Capital Markets, Securities, Investments
Education
Drexel University 1981 — 1986
BS, Finance/Marketing
Amir Hirani's Morgan Stanley Experience April 2012 - July 2013
Job Senior Investments Business Analyst at MetLife Investments
Industry Investment Management
Experience
MetLife Investments July 2015 - Present
OppenheimerFunds July 2013 - July 2015
Morgan Stanley April 2012 - July 2013
Barclays Capital June 2010 - April 2012
Deloitte July 2001 - May 2010
Skills
Business Analysis, SDLC, Business Intelligence, IT Strategy, Requirements Gathering, Data Warehousing, PMO, Change Management, Process Improvement, Fixed Income, Business Requirements, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance, Global Business, Management
Drexel University - College of Business and Administration 1998 — 2001
Bachelor of Science (BS), Management Information Systems and Services
MetLife Investments July 2015 - Present
OppenheimerFunds July 2013 - July 2015
Morgan Stanley April 2012 - July 2013
Barclays Capital June 2010 - April 2012
Deloitte July 2001 - May 2010
Skills
Business Analysis, SDLC, Business Intelligence, IT Strategy, Requirements Gathering, Data Warehousing, PMO, Change Management, Process Improvement, Fixed Income, Business Requirements, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance, Global Business, Management
Drexel University - College of Business and Administration 1998 — 2001
Bachelor of Science (BS), Management Information Systems and Services
Neel Mehta's Morgan Stanley Experience June 2014 - Present
Job Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley October 2013 - June 2014
Morgan Stanley June 2012 - October 2013
Duke University August 2011 - May 2012
Duke University August 2010 - May 2012
Morgan Stanley June 2011 - August 2011
Fuqua School of Business August 2010 - June 2011
Duke University August 2010 - May 2011
Duke University April 2009 - January 2011
Education
Duke University 2008 — 2012
B.S./B.A., Economics, Public Policy, Magna Cum Laude
Morgan Stanley June 2014 - Present
Morgan Stanley October 2013 - June 2014
Morgan Stanley June 2012 - October 2013
Duke University August 2011 - May 2012
Duke University August 2010 - May 2012
Morgan Stanley June 2011 - August 2011
Fuqua School of Business August 2010 - June 2011
Duke University August 2010 - May 2011
Duke University April 2009 - January 2011
Education
Duke University 2008 — 2012
B.S./B.A., Economics, Public Policy, Magna Cum Laude
Adam Udasin's Morgan Stanley Experience June 2015 - August 2015
Job MBA Candidate at the University of Chicago Booth School of Business
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Capital One February 2013 - May 2014
Capital One June 2010 - February 2013
Facility Engineering Associates July 2008 - May 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Credit Cards, Business Analysis, Financial Analysis, Research, Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Duke University 2004 — 2008
Bachelor's Degree, Civil Engineering
Morgan Stanley June 2015 - August 2015
Capital One February 2013 - May 2014
Capital One June 2010 - February 2013
Facility Engineering Associates July 2008 - May 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Credit Cards, Business Analysis, Financial Analysis, Research, Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Duke University 2004 — 2008
Bachelor's Degree, Civil Engineering
Stefanos Tsitsios's Morgan Stanley Experience 1996 - 2000
Job VP of operations at Global Capital Management Inc.
Industry Investment Management
Experience
Global Capital Management Inc. October 2005 - Present
Gartmore Global Investments October 2000 - February 2005
Morgan Stanley 1996 - 2000
Skills
Equities, Alternative Investments, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Mutual Funds, Asset Managment, Risk Management, Investments, Financial Services, Asset Allocation, Investment Management, Derivatives, Bloomberg
Education
Drexel University - College of Business and Administration 1997 — 2000
Master of Business Administration (MBA), Finance, 3.6
Drexel University - College of Business and Administration 1987 — 1991
Bachelor of Science (BS), Finance and Economics
Global Capital Management Inc. October 2005 - Present
Gartmore Global Investments October 2000 - February 2005
Morgan Stanley 1996 - 2000
Skills
Equities, Alternative Investments, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Mutual Funds, Asset Managment, Risk Management, Investments, Financial Services, Asset Allocation, Investment Management, Derivatives, Bloomberg
Education
Drexel University - College of Business and Administration 1997 — 2000
Master of Business Administration (MBA), Finance, 3.6
Drexel University - College of Business and Administration 1987 — 1991
Bachelor of Science (BS), Finance and Economics
Carl Lawson's Morgan Stanley Experience June 2013 - November 2014
Job Associate at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management December 2014 - Present
Morgan Stanley June 2013 - November 2014
Morgan Stanley June 2012 - August 2012
Medtronic May 2011 - August 2011
HighPoint Associates July 2010 - September 2010
Skills
Matlab, Data Analysis, Research, Microsoft Office, Financial Modeling, PowerPoint, R, Economics, Analysis, Microsoft Excel, Solidworks, LaTeX, Statistics, SPSS, Foreign Exchange, Foreign Exchange Risk..., Electronic Trading, Market Making, FX Hedging, Trading Systems, Market Pricing, Fixed Income, VBA, Financial Analysis, Microsoft Word
Education
Duke University 2009 — 2013
Bachelor of Science (BS) and Bachelor of Science in Engineering (BSE), Mathematics & Mechanical Engineering
Duke University 2009 — 2013
Bachelor of Science (B.S.), Mechanical Engineering & Math
AQR Capital Management December 2014 - Present
Morgan Stanley June 2013 - November 2014
Morgan Stanley June 2012 - August 2012
Medtronic May 2011 - August 2011
HighPoint Associates July 2010 - September 2010
Skills
Matlab, Data Analysis, Research, Microsoft Office, Financial Modeling, PowerPoint, R, Economics, Analysis, Microsoft Excel, Solidworks, LaTeX, Statistics, SPSS, Foreign Exchange, Foreign Exchange Risk..., Electronic Trading, Market Making, FX Hedging, Trading Systems, Market Pricing, Fixed Income, VBA, Financial Analysis, Microsoft Word
Education
Duke University 2009 — 2013
Bachelor of Science (BS) and Bachelor of Science in Engineering (BSE), Mathematics & Mechanical Engineering
Duke University 2009 — 2013
Bachelor of Science (B.S.), Mechanical Engineering & Math
Ivan Siswanto's Morgan Stanley Experience 2014 - Present
Job Equity Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Nomura Securities 2012 - 2014
Citi June 2010 - August 2010
Engineering Without Borders August 2009 - December 2009
Astra Daihatsu Motor May 2008 - August 2008
Parkland College January 2008 - May 2008
Skills
Microsoft Office, Excel, Statistics, Financial Analysis, PowerPoint, Data Analysis, Word, Matlab, Research, Operations Management, Microsoft Excel
Education
Duke University 2010 — 2011
Master of Engineering Management, Business - Finance
University of Illinois at Urbana-Champaign 2008 — 2010
BSc, Mechanical Engineering
Parkland College 2006 — 2008
Associate Degree, Mechanical Engineering
Morgan Stanley 2014 - Present
Nomura Securities 2012 - 2014
Citi June 2010 - August 2010
Engineering Without Borders August 2009 - December 2009
Astra Daihatsu Motor May 2008 - August 2008
Parkland College January 2008 - May 2008
Skills
Microsoft Office, Excel, Statistics, Financial Analysis, PowerPoint, Data Analysis, Word, Matlab, Research, Operations Management, Microsoft Excel
Education
Duke University 2010 — 2011
Master of Engineering Management, Business - Finance
University of Illinois at Urbana-Champaign 2008 — 2010
BSc, Mechanical Engineering
Parkland College 2006 — 2008
Associate Degree, Mechanical Engineering
Gabrielle Inder's Morgan Stanley Experience June 2014 - April 2015
Job Financial Analyst at SpaceX
Industry Aviation & Aerospace
Experience
SpaceX May 2015 - Present
Morgan Stanley June 2014 - April 2015
Morgan Stanley June 2013 - August 2013
Visa June 2012 - August 2012
Clayton Capital Partners May 2011 - July 2011
Washington University School of Medicine June 2010 - August 2010
Washington University School of Medicine June 2009 - August 2009
Skills
PowerPoint, Bloomberg, Microsoft Excel, Microsoft Office, Microsoft Word, Stata, Fixed Income, Series 7, Series 63, Series 55, Entrepreneurship, Mergers & Acquisitions, Leadership, Accounting, Finance, Management
Education
Duke University 2010 — 2014
BS with High Distinction and Cum Laude, Economics Major with Finance Concentration, Chemistry Minor
Clayton High School 2006 — 2010
Genazzano FCJ College 2001 — 2006
SpaceX May 2015 - Present
Morgan Stanley June 2014 - April 2015
Morgan Stanley June 2013 - August 2013
Visa June 2012 - August 2012
Clayton Capital Partners May 2011 - July 2011
Washington University School of Medicine June 2010 - August 2010
Washington University School of Medicine June 2009 - August 2009
Skills
PowerPoint, Bloomberg, Microsoft Excel, Microsoft Office, Microsoft Word, Stata, Fixed Income, Series 7, Series 63, Series 55, Entrepreneurship, Mergers & Acquisitions, Leadership, Accounting, Finance, Management
Education
Duke University 2010 — 2014
BS with High Distinction and Cum Laude, Economics Major with Finance Concentration, Chemistry Minor
Clayton High School 2006 — 2010
Genazzano FCJ College 2001 — 2006
Robert Hsiao's Morgan Stanley Experience January 1998 - February 2012
Job Vice President – Capital Reporting at Citi
Industry Financial Services
Experience
Citi July 2013 - Present
TD Bank March 2012 - June 2013
Morgan Stanley January 1998 - February 2012
Morgan Stanley 2003 - 2011
Skills
Derivatives, Fixed Income, Market Risk, Capital Markets, Credit Risk, Risk Management, Basel II, Banking, Equities, Operational Risk, Securities, Basel III, Finance, Financial Risk, Portfolio Management
Education
Drexel University
Master of Business Administration (MBA), Finance and Investment
National Chiao Tung University
Citi July 2013 - Present
TD Bank March 2012 - June 2013
Morgan Stanley January 1998 - February 2012
Morgan Stanley 2003 - 2011
Skills
Derivatives, Fixed Income, Market Risk, Capital Markets, Credit Risk, Risk Management, Basel II, Banking, Equities, Operational Risk, Securities, Basel III, Finance, Financial Risk, Portfolio Management
Education
Drexel University
Master of Business Administration (MBA), Finance and Investment
National Chiao Tung University
Amit Rupani's Morgan Stanley Experience January 2006 - April 2012
Job Data Standards and Governance VP at Citi
Industry Financial Services
Experience
Citi April 2014 - Present
Morgan Stanley January 2006 - April 2012
Morgan Stanley April 2004 - January 2006
UBS August 2002 - April 2004
UBS August 2000 - January 2002
Skills
Project Management, Data Analysis, Databases, Data Warehousing, Data Modeling, SQL, XML, Perl, Sybase, Reference Data, Fixed Income, Software Development, Capital Markets, Options, Securities, Equities, Market Data, Trading Systems, Electronic Trading, ETL
Education
Duke University 1996 — 2000
BSE, Bioengineering and Biomedical Engineering
Duke University 1996 — 2000
Electrical Engineering
Citi April 2014 - Present
Morgan Stanley January 2006 - April 2012
Morgan Stanley April 2004 - January 2006
UBS August 2002 - April 2004
UBS August 2000 - January 2002
Skills
Project Management, Data Analysis, Databases, Data Warehousing, Data Modeling, SQL, XML, Perl, Sybase, Reference Data, Fixed Income, Software Development, Capital Markets, Options, Securities, Equities, Market Data, Trading Systems, Electronic Trading, ETL
Education
Duke University 1996 — 2000
BSE, Bioengineering and Biomedical Engineering
Duke University 1996 — 2000
Electrical Engineering
Calvin Harding's Morgan Stanley Experience 2002 - 2006
Job Associate at Maryland Office of the Attorney General
Industry Legal Services
Experience
State of Maryland Office of the Attorney General June 2014 - Present
Department of Health and Human Services September 2013 - Present
Wells Fargo 2008 - 2010
Wachovia Capital Markets February 2006 - December 2008
Morgan Stanley 2002 - 2006
Goldman Sachs 2000 - 2002
Skills
Due Diligence
Education
Georgetown University Law Center 2010 — 2013
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Duke University
Bachelor of Arts (B.A.), Economics
State of Maryland Office of the Attorney General June 2014 - Present
Department of Health and Human Services September 2013 - Present
Wells Fargo 2008 - 2010
Wachovia Capital Markets February 2006 - December 2008
Morgan Stanley 2002 - 2006
Goldman Sachs 2000 - 2002
Skills
Due Diligence
Education
Georgetown University Law Center 2010 — 2013
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Duke University
Bachelor of Arts (B.A.), Economics
Alexander Bouzalis's Morgan Stanley Experience
Job Executive Director at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley
Education
Duke University
Master of Business Administration (MBA)
Northeastern University
Bachelor's degree
Morgan Stanley
Education
Duke University
Master of Business Administration (MBA)
Northeastern University
Bachelor's degree
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS