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
Fremont Private Holdings July 2013 - Present
Metalmark Capital July 2010 - June 2013
Morgan Stanley June 2008 - July 2010
Skills
Private Equity
Education
Duke University 2004 — 2008
Bachelor of Arts (BA), Economics
Morgan Stanley June 2014 - Present
Education
Duke University 2010 — 2014
Bachelor of Science (B.S.), Economics
De La Salle College "Oaklands" 2004 — 2010
Walmart June 2015 - August 2015
BNP Paribas September 2012 - July 2014
Morgan Stanley July 2007 - September 2012
Morgan Stanley January 2008 - January 2009
Skills
Series 7, Series 55, Series 63, Series 3, Fluent in German, Equities, Institutional Sales
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Duke University 2002 — 2006
Bachelor of Science (BS), Double major- Economics and German
Freie Universität Berlin 2005 — 2005
Humboldt University of Berlin 2004 — 2004
Summus April 2015 - Present
Gerson Lehrman Group May 2012 - April 2015
Gerson Lehrman Group July 2009 - May 2012
Morgan Stanley 2006 - 2009
Morgan Stanley 2005 - 2006
Clarium Capital Management 2004 - 2004
The White House 2002 - 2003
U.S. Department of Energy 2000 - 2001
Voter.com / Voter Internet Group 2000 - 2000
Quayle 2000 1998 - 1999
Education
Harvard Business School 2003 — 2005
MBA, Business Mgmt
Duke University 1994 — 1998
BA, Economics
The Carlyle Group July 2014 - Present
The Carlyle Group June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Amerifirst Home Improvement Finance June 2005 - June 2008
Skills
Equities, Financial Analysis, Options, Bloomberg, Valuation, Derivatives, Equity Research, Financial Modeling, Private Equity
Education
Duke University 2010 — 2014
Chemistry
Westside High School 2006 — 2010
Morgan Stanley December 2014 - Present
Campus Enterprises LLC April 2014 - Present
Milwaukee Brewers Baseball Club March 2012 - Present
Oarsman Capital, Inc. May 2014 - August 2014
Duke Financial Economics Center January 2014 - May 2014
Skills
Adobe Creative Suite, Axys, Python, Stata, Photoshop, Microsoft Office, iMovie
Education
Duke University 2013 — 2017
Bachelor of Science (BS), Economics
Morgan Stanley November 2012 - Present
UBS June 2009 - October 2012
Carnivore Investment Strategies, LLC October 2006 - May 2009
O'Brien and Gere May 2007 - January 2008
Skills
Microsoft SQL Server, PowerPoint, Microsoft Excel, Operating Models, Investment Governance, Program Management, Visual Studio, SQL Server Management..., SharePoint, Jive, Photoshop, Access, Visio, Business Analytics, Key Performance..., Project Management, Forecasting, Business Development, Risk Management, Management, Financial Analysis, Strategy, PMO
Education
Duke University 2005 — 2009
BSE, Mechanical Engineering and Economics
Morgan Stanley September 2014 - Present
Boundless Impact Investing February 2014 - August 2014
Glass Health Treatment Programs 2012 - 2014
Escuelas Catolicas 2012 - 2013
DKC May 2012 - September 2012
Monica Mehta November 2011 - April 2012
Cosmopolitan Magazine August 2011 - December 2011
Brody Berman Associates August 2010 - June 2011
Institute for Policy Integrity May 2010 - August 2010
Weber Shandwick February 2010 - May 2010
Skills
Blogging, Spanish, Public Speaking, Writing, Market Research, Open Table, Final Cut Pro, Broadcast Journalism, DSLR, ESL, Rhyming, Social Media, Microsoft Office, Research, Intermediate Italian, Editing, WordPress, PowerPoint, Facebook, Project Management, Microsoft Excel, User Experience, User Interface Design
Education
New York University 2008 — 2011
Bachelor of Arts (B.A.), Political Science and Government and Broadcast Journalism
Duke University 2013 — 2013
Certificate, Healthcare Innovation and Entrepreneurship
Universidad Pontificia Comillas de Madrid 2012 — 2013
Madrid Auxiliar Certification, English Language Instruction
Flower Mound High School
Stony Brook University
Italian Language and Literature and Politics of the European Union
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Duke University August 2011 - June 2013
Northwestern University June 2011 - August 2012
Education
Duke University 2010 — 2014
Bachelor of Science (B.S.), Economics, Chemistry, Magna Cum Laude
Goldman Sachs August 2015 - Present
Morgan Stanley June 2014 - July 2015
Morgan Stanley June 2013 - August 2013
Exaltare Capital Partners, LLC May 2012 - August 2012
New York Medical College April 2009 - August 2010
Skills
Investment Banking, Mergers & Acquisitions, Financial Accounting, Financial Modeling, Corporate Finance, Valuation, Private Equity, Equity Research, Capital Markets, Data Analysis, Java, Algorithm Design, Finance, Analysis, Investments
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Mathematics Major, Economics Minor
Newburgh Free Academy 2006 — 2010
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Victoria's Secret May 2012 - December 2013
Refine Beverages May 2012 - July 2012
Education
Duke University 2011 — 2015
Psychology and Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Economics, 4.0
Carondelet High School 2007 — 2011
J.P. Morgan June 2014 - Present
Duke University August 2010 - May 2014
Dan Ariely’s (Author of Predictably Irrational) Lab August 2013 - April 2014
Duke University August 2013 - December 2013
Summit Equities, LLC July 2013 - August 2013
National Institutes of Health May 2013 - July 2013
Neuroeconomics Lab January 2013 - May 2013
Morgan Stanley January 2012 - May 2013
Coelho da Fonseca Real Estate May 2012 - August 2012
Genome Science Research II at Duke Univeristy June 2011 - January 2012
Skills
Business Networking, Organizational..., Foreign Languages, Courts, Spanish, Public Speaking, Editing, Matlab, French, Research, Data Analysis, Biomedical Engineering, PowerPoint, Prezi, Microsoft Office, Creative Writing, English, Social Media, Python, Time Management
Education
DUKE UNIVERSITY, Trinity College of Arts & Sciences 2010 — 2014
Certificate, Neuroscience; Markets & Management Studies
Duke University 2010 — 2014
Bachelor of Science (B.S.), Neuroscience
Stanford University
Institute of General Management at Stanford Graduate Business School
New York University - Leonard N. Stern School of Business
The London School of Economics and Political Science (LSE)
Pine Crest High School 2000 — 2010
US Ecology, Inc. 2014 - Present
CoRise Co., LLC 2010 - 2014
BioPontis Alliance LLC 2011 - 2013
Needham & Company 2007 - 2009
Morgan Stanley 1994 - 2006
Skills
Venture Capital, Investment Banking, Mergers & Acquisitions, Strategy, IPO, Private Equity, Divestitures, Due Diligence, Start-ups, Mergers, Corporate Development, Capital Raising, Acquisition Integration, M&A experience, Corporate Law, Corporate Finance, Entrepreneurship, Private Placements, Strategic Partnerships, Investments, Investor Relations, Board of Directors, Restructuring, Corporate Governance, Venture Financing, Angel Investing, Board Governance, Executive Management, Emerging Markets
Education
Duke University
BA
The George Washington University - School of Business
MBA
University of Virginia School of Law
JD
BlackRock August 2012 - Present
Obama For America Headquarters April 2012 - July 2012
Duke University May 2011 - May 2012
Duke Student Government April 2011 - May 2012
Crossroads in North Carolina August 2011 - January 2012
Morgan Stanley May 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Equities, Community Outreach, Public Policy, Politics, Fixed Income, Leadership, Non-profits, Nonprofits, Trading, Electronic Trading, Portfolio Management
Education
Duke University 2008 — 2012
Bachelor of Arts, Public Policy, Concentration -- Economic Policy and Philosophy
Northmont High School
National Football League August 2014 - Present
Morgan Stanley June 2012 - July 2014
RBC Capital Markets June 2011 - August 2011
Credit Suisse May 2010 - August 2010
Education
Duke University 2008 — 2012
Bachelor of Science (B.S.), Economics (Concentration in Finance)
London School of Economics and Political Science 2010 — 2010
Econometrics and Quantitative Economics
Chattahoochee High School 2004 — 2008
Breezemont Holdings February 2013 - Present
Kelvingrove Capital May 2012 - May 2013
Nomura August 2010 - February 2012
Wachovia, A Wells Fargo Company June 2007 - July 2010
Barclays Capital January 2003 - May 2007
Morgan Stanley June 1994 - May 2001
Skills
CFA, Bloomberg, Bonds, capital markets, capital structure, convertible bonds, corporate finance, deal execution, deal structuring, debt, debt structuring, derivatives, due diligence, emerging markets, equities, equity capital markets, equity derivatives, equity valuation, financial markets, financial modeling, fixed income, investment banking, ipo, leveraged finance, options, origination, private equity, private placements, sell side, special situations, structuring, transaction, valuation, volatility, Capital Markets, Convertible Bonds
Education
Duke Fuqua School of Business 1996 — 1997
MBA
Duke University 1987 — 1991
BA, Economics
Progress Rail Services June 2012 - Present
Duke Univ September 2011 - April 2012
GRX Group, LLC May 2011 - July 2011
Duke Univ August 2010 - November 2010
Shanghai JiaoTong Univ November 2008 - June 2009
Morgan Stanley July 2008 - September 2008
Skills
Java, C/C++ STL, PHP, C#, SQL, JavaScript, Cloud Computing, Distributed Systems, Hadoop, Apache Pig, MapReduce, Software Development, Agile Methodologies, Python
Education
Duke University 2010 — 2012
Master of Science, Computer Science, 3.7
Shanghai JiaoTong Univ 2005 — 2009
Bachelor of Engineering, Software Engineering, 3.3
Federal Reserve Bank of New York June 2014 - Present
UBS February 2010 - January 2014
Morgan Stanley December 1996 - December 2009
University of Georgia September 1989 - December 1996
University of Illinois at Urbana-Champaign August 1983 - June 1989
Skills
Equities, Fixed Income, Series 7, Investment Banking, Investments, Capital Markets, Derivatives, Portfolio Management, Securities
Education
University of Virginia 1978 — 1982
Doctor of Philosophy (Ph.D.), Economics
Tulane University 1973 — 1975
Master of Business Administration (MBA), Finance
Duke University 1969 — 1973
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Ernst & Young LLP 2013 - Present
Houlihan Lokey 2008 - 2013
Morgan Stanley 2003 - 2008
Barclays Capital 1999 - 2003
Bankers Trust Co 1992 - 1999
Skills
Mergers & Acquisitions, Equities, Structured Products, Hedge Funds, Valuation, Financial Modeling, Business Valuation, Financial Analysis, Alternative Investments, Private Equity, Due Diligence, Derivatives, Fixed Income, Investment Banking, Corporate Finance, Capital Markets, M&A experience
Education
Duke University
MBA, Finance and Accounting
University of Delaware
Bachelor of Arts, Biology
Coinbase June 2014 - Present
Duke Chronicle January 2011 - January 2014
Facebook May 2013 - July 2013
Google May 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Java, Perl, C++, Python, C, JavaScript, HTML, Ruby, Ruby on Rails, Software Engineering, Linux
Education
Duke University 2010 — 2014
BSE, Electrical and Computer Engineering, Computer Science
Morgan Stanley June 2014 - Present
Campus Enterprises, LLC January 2014 - Present
Seaport Capital June 2013 - August 2013
DH Capital, LLC July 2012 - August 2012
Christie's May 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Financial Modeling, Microsoft Word
Education
Duke University 2011 — 2015
Bachelor of Arts (B.A.), Political Science Major; Philosophy, Politics and Economics Certificate; Art History Minor, Class of 2015
Riverdale Country School 2007 — 2011
Graduated Cum Laude
Morgan Stanley 2009 - Present
Le Petit Atelier, LLC September 2007 - Present
Johnson & Johnson March 2006 - September 2007
Hispanic Communications Network 2004 - 2005
Johnson & Johnson 2001 - 2004
Johnson & Johnson 2000 - 2001
Johnson & Johnson 1998 - 2000
Skills
Strategy, Marketing Strategy, Wealth Management, Forecasting, Strategic Planning, Competitive Intelligence, Cross-functional Team..., Pharmaceutical Industry, Neurology, Psychiatry, New Business Development, Global Cross-Functional..., Global Marketing, Global Strategy, Portfolio Management, Entrepreneurship, Business Intelligence, Competitive Analysis, Product Launch, Financial Modeling, Emerging Markets, Market Analysis, Analysis, Corporate Development, Finance, Management, Market Research, Marketing, Mergers & Acquisitions, Strategic Partnerships, Business Strategy, Analytics, Due Diligence, Business Development, Executive Management, Segmentation, Start-ups, Selling, Sales
Education
Duke University 1996 — 1998
MBA
New York University
University of Florida
BS
Burr & Forman LLP May 2015 - June 2015
Fried Frank May 2014 - August 2014
Black Student Alliance March 2012 - May 2014
Wells Fargo May 2013 - August 2013
Duke Student Government September 2010 - May 2013
Morgan Stanley June 2011 - August 2011
Skills
Program Management, Analysis, Public Speaking, Research, Community Outreach, Event Planning, Microsoft Word, Strategic Planning, Public Policy, Editing, Microsoft Office, Fundraising, Leadership, Higher Education, Data Analysis, Teaching, Budgets
Education
Duke University School of Law 2014 — 2017
Juris Doctor, Law
Duke University 2010 — 2014
Bachelor of Arts (B.A.), History
University of Oxford 2012 — 2012
Summer Student, Political Philosophy
Redan High School
General Atlantic September 2014 - Present
Snow Phipps Group August 2012 - August 2014
Morgan Stanley June 2010 - July 2012
Skills
Private Equity
Education
Duke University 2006 — 2010
BS, Economics
Durham Academy 1993 — 2006
Harvest Partners August 2014 - Present
Morgan Stanley June 2012 - July 2014
Education
Duke University 2008 — 2012
BS, Economics
Garden City High School 2004 — 2008
Morgan Stanley 1990 - Present
The American Boychoir School September 2012 - Present
Oracle 1988 - 1990
Harris Corporation 1984 - 1986
Skills
Securities, Equities, Funding, Investment Banking, Fixed Income, Business Analysis, Trading Systems, Financial Modeling
Education
Duke University
BSE, Electrical Engineering
Duke University - The Fuqua School of Business
Master of Business Administration (M.B.A.)
Manning & Napier Advisors June 2012 - Present
Eastman Kodak January 2010 - June 2012
Eastman Kodak January 2007 - January 2010
Vaccinex Inc. October 2001 - January 2007
Morgan Stanley January 1998 - June 2001
Salomon Brothers August 1995 - January 1998
The Bissell Companies June 1986 - August 1991
Skills
Mergers & Acquisitions, Valuations, Cash Flow Forecasting, Negotiation, Treasury Management, Capital Markets, Investment Banking, Investment Management, Restructuring, Strategic Planning, Market Analysis
Education
University of North Carolina School of Law 1992 — 1995
JD, Corporate Law
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1995
MBA, Finance
Duke University 1982 — 1986
BA, Economics / English
Morgan Stanley June 2014 - Present
Goldman Sachs June 2013 - August 2013
Brown Advisory September 2012 - December 2012
DAI May 2012 - August 2012
Fuqua School of Business 2011 - 2012
Roosevelt Institute 2011 - 2012
Sunflower County Freedom Project May 2011 - August 2011
Education
Robertson Scholars Leadership Program 2010 — 2014
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.) with Highest Distinction, Economics and Global Studies, GPA 3.8
Duke University 2010 — 2014
Certificate, Philosophy, Political Science and Economics
Highbridge Capital Management July 2014 - Present
Providence Equity Partners August 2012 - July 2014
Morgan Stanley June 2010 - July 2012
Morgan Stanley June 2009 - August 2009
Education
Duke University 2006 — 2010
Bachelor of Science (B.S.), Economics
Bank of America Merrill Lynch November 2006 - Present
Morgan Stanley May 1994 - November 2006
Skills
Equities, Options, Trading, Prime Brokerage, Swaps, Finance, Market Making, Leadership, Management, High Frequency Trading, Traders, Hedge Funds, Derivatives, Capital Markets, Fixed Income, Alternative Investments, Securities
Education
Duke University
Bachelor of Arts, Economics / English
NYU Stern School of Business
MBA, Finance
Harvard Business School 2014 - Present
Facebook May 2015 - August 2015
Morgan Stanley March 2013 - July 2014
Morgan Stanley June 2011 - March 2013
Morgan Stanley June 2010 - August 2010
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Duke University 2007 — 2011
Bachelor of Arts (BA), History
The Chapin School 1994 — 2007
Drawbridge Inc. June 2015 - Present
Kleiner Perkins Caufield & Byers June 2015 - Present
Quantcast June 2014 - August 2014
Lumia Capital May 2014 - June 2014
Hony Capital June 2013 - July 2013
UknowIknow.com January 2013 - May 2013
Impact Investment Exchange Asia (IIX) September 2012 - December 2012
Morgan Stanley May 2011 - July 2012
Morgan Stanley April 2010 - April 2011
Duke Capital Management, LLC August 2009 - December 2009
Skills
Valuation, Investment Banking, Capital Markets, Equities, Emerging Markets, Equity Research, Cross-functional Team..., Strategic Planning, Financial Modeling, Corporate Finance, Quantitative Analytics, Market Research, Competitive Analysis, Mentoring, Project Management, New Business Development, Financial Analysis, PMP, Data Analysis, Strategy, Entrepreneurship, Start-ups, Teamwork
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master in Business Administration, Statistics, Marketing, Operations, Entrepreneurial Management
Duke University 2005 — 2009
B.S. Degree with Distinction, Economics, Mathematics, Markets & Management Studies
General Atlantic January 2012 - Present
J.P.Morgan 2005 - 2011
Morgan Stanley 1983 - 2005
Skills
Due Diligence, Corporate Finance, Fixed Income, Restructuring, IPO, Equities, Capital Markets, M&A experience, Valuation, Financial Modeling, Management, Investment Banking, Securities Regulation, Mergers & Acquisitions, Hedge Funds, High Yield, Venture Capital, Start-ups, Equity Capital Markets, Private Equity, Portfolio Management, Securities, Asset Management, Strategy, Entrepreneurship, Structured Finance, Investments, Financial Services, Derivatives, Finance
Education
Stanford University 1981 — 1983
MBA, Business
Duke University 1975 — 1979
BA, Economics and Political Science
Harvard Business School August 2015 - Present
Morgan Stanley April 2014 - June 2015
Morgan Stanley June 2012 - April 2014
Morgan Stanley June 2011 - August 2011
Temasek Holdings July 2010 - August 2010
Social Entrepreneur Corps May 2010 - July 2010
CFPA Microfinance June 2009 - August 2009
Skills
Corporate Finance, Bloomberg, Equity Research, Nonprofits, Financial Modeling, Capital Markets, Entrepreneurship, Data Analysis, Training, Risk Management, Economics, Stata, Bloomberg Terminal, Credit, Investment Banking, Marketing, Structured Finance, Valuation, Private Equity, Emerging Markets
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Duke University 2008 — 2012
B.S. Economics, B.A. International Comparative Studies
Ameriprise Financial Services, Inc. May 2013 - Present
Red Road Consulting LLC April 2006 - April 2013
InterContinental Hotels Group October 2008 - July 2010
Morgan Stanley 2006 - 2008
ICG Commerce January 2006 - April 2006
Deutsche Bank March 2003 - November 2005
Zeborg April 2000 - February 2003
Mitchell Madison Group 1996 - 2000
SNL Financial 1995 - 1996
Morgan Stanley Wealth Management 1993 - 1994
Skills
Sourcing, Procurement, Professional Services, Strategic Sourcing, Outsourcing, Management Consulting, BPO, Vendor Management, Supply Management, Contract Negotiation, Supply Chain Management, Purchasing, Business Process..., Process Improvement, Change Management, Cross-functional Team..., Business Development, Global Sourcing, Negotiation, Operations Management, Analysis, Business Strategy
Education
University of Virginia 1989 — 1992
BA
Duke University 1987 — 1988
JP McCaskey HS
Yahoo August 2015 - Present
Morgan Stanley February 2014 - July 2015
Morgan Stanley June 2012 - February 2014
Duke Economics August 2010 - May 2012
Goldman Sachs June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Education
Duke University 2008 — 2012
Bachelor of Science, Economics
West Windsor - Plainsboro High School North
Ogg Trading, LLC July 2014 - Present
Direct Swap Inc. March 2014 - Present
Thomson Reuters January 2010 - December 2013
FX Alliance, LLC 2002 - 2013
Lava Trading 2004 - December 2009
FXall 2002 - 2004
Morgan Stanley 1998 - 2001
Chemical/Chase Bank 1991 - 1998
JPMorgan Chase 1991 - 1998
Skills
FX, Electronic Trading, Sales Management, FX Options, Low Latency, Market Data, Equities, Trading Systems, Financial Markets, Trading, Investments, Derivatives, FX trading, Hedge Funds, Options
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
Master of Business Administration (MBA), International Finance
Duke University 1980 — 1984
Capital Markets Advisors LLC June 2015 - July 2015
Body Blocks Fitness July 2014 - August 2014
Office of the Comptroller - City of Buffalo July 2014 - August 2014
Morgan Stanley June 2014 - August 2014
Office of the Comptroller - City of Buffalo July 2013 - August 2013
Roswell Park Cancer Institute July 2011 - August 2011
Skills
PowerPoint
Education
Duke University 2012 — 2016
Political Science, Finance, Senior
Canisius High School 2008 — 2012
Morgan Stanley September 2004 - Present
AIG Trading Group June 1996 - March 2004
Stroock & Stroock & Lavan June 1992 - May 1996
Morgan, Lewis & Bockius LLP September 1988 - May 1992
Skills
Fixed Income, Hedge Funds, Capital Markets
Education
Duke University 1985 — 1988
J.D., Law
Duke University 1981 — 1985
B.A., Economics
Morgan Stanley July 2014 - July 2015
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Merrill Lynch September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Skills
Microsoft Excel, Valuation, Microsoft Office, Financial Modeling, Economics, Data Analysis, Investment Banking, Corporate Finance, Financial Analysis, Stata
Education
Harvard Business School 2015 — 2017
Duke University 2008 — 2012
Bachelor of Science (B.S.), Economics
HandScape Inc August 2015 - Present
Abacus Financial Services 2003 - Present
Morgan Stanley May 2002 - November 2002
Skills
Public Speaking, Leadership, Real Estate Investment, Mortgage Banking, Mortgage Lending, Financial Services, Entrepreneurship, Engineering, Management, Angel Investing, Strategic Partnerships, Sales Management, Corporate Development, Investor Relations, Product Management, International Sales, International Business, Manufacturing...
Education
Stanford University 1999 — 2002
Master of Science (M.S.), Management Science and Engineering
Duke University 1993 — 1998
Doctor of Philosophy (PhD), Philosophy
Tsinghua University 1989 — 1992
Master of Engineering (M.Eng.)
East China University of Science and Technology 1984 — 1988
Bachelor's degree, Engineering
Virool June 2015 - Present
Change A Child's World August 2009 - May 2015
Morgan Stanley June 2014 - August 2014
Weissman Equities June 2013 - August 2013
UBS June 2012 - August 2012
Skills
Sales, Microsoft Office, Data Analysis, Public Speaking, Microsoft Excel, Economics, Analysis, Middle East Politics, Foreign Policy, Conflict Analysis, Entrepreneurship
Education
Duke University 2011 — 2015
BA, Public Policy Studies, Economics
Danish Institute for Study Abroad 2013 — 2013
Study Abroad Fall 2013, European Politics
The Lawrenceville School 2008 — 2011
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Strategas Research Partners June 2013 - August 2013
Education
Duke University 2011 — 2015
Bachelor of Arts (B.A.), Public Policy Studies, Economics, Markets & Management
London School of Economics and Political Science 2012 — 2012
Summer Program - Micro Economics
West Windsor Plainsboro High School South 2007 — 2011
High School Diploma
Duke University August 2014 - May 2015
Fuqua School of Business January 2014 - September 2014
The Coca-Cola Company October 2013 - September 2014
Morgan Stanley May 2014 - July 2014
Social Entrepreneur Corps May 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Public Speaking, Social Media, English, Spanish, Learning Quickly, Finance, Leadership, Market Research
Education
Duke University 2011 — 2015
Bachelor of Science (BS), Economics
Stanford Graduate School of Business September 2014 - Present
Legendary Entertainment June 2015 - August 2015
Silver Lake July 2012 - July 2014
Morgan Stanley June 2010 - July 2012
Duke University Endowment Management (DUMAC) June 2009 - August 2009
BRAC Bangladesh June 2008 - August 2008
Skills
Private Equity, Investments, Investment Banking, Valuation, Financial Modeling, Corporate Finance, LBO, Capital Markets, Venture Capital, Due Diligence, Hedge Funds, Equities, Bloomberg, Mergers & Acquisitions, Corporate Development, Emerging Markets, Fixed Income
Education
Duke University 2006 — 2010
Bachelor of Science (BSc), Economics
Stanford University Graduate School of Business
H.I.G. Capital August 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
WellPoint May 2011 - July 2011
Skills
Financial Modeling, Financial Analysis, Analysis, Corporate Finance, Investment Banking, Capital Markets, Finance, Research, Stata, Databases, Economics
Education
Duke University 2009 — 2013
B.S., Economics
Morgan Stanley May 2015 - Present
Morgan Stanley June 2014 - August 2014
Methuselah Advisors June 2013 - August 2013
Education
Duke University 2011 — 2015
Bachelor's Degree, Economics and Computer Science
Henry M. Gunn High School 2007 — 2011
High School Diploma, General Study
Morgan Stanley June 2015 - Present
Duke University August 2013 - Present
Goldman Sachs June 2014 - July 2014
As Green As It Gets July 2013 - August 2013
Education
Duke University 2012 — 2016
Bachelor of Science (B.Sc.), Economics
UCL 2014 — 2014
Department of Economics
Houghton Mifflin Harcourt September 2015 - Present
Duke University Press November 2014 - April 2015
Macmillan May 2014 - July 2014
Thor High Street June 2013 - August 2013
MBF Clearing Corporation July 2012 - August 2012
Sanocki, Newman, and Turret LLP April 2011 - June 2011
Morgan Stanley June 2010 - August 2010
Skills
Microsoft Word, PowerPoint, Microsoft Office, Trading, Software Documentation, Social Media, Microsoft Excel, Event Planning, Commodity, Marketing, Leadership, Public Speaking, Research, Editing, Advertising, Facebook, Social Media Marketing, Blogging
Education
Duke University 2011 — 2015
Bachelor's Degree, English, Senior
Duke University 2011 — 2015
Bachelor's degree, English
Scarsdale High School
Gibson, Dunn & Crutcher LLP October 2011 - Present
United States District Court August 2010 - August 2011
Kore Capital December 2006 - August 2007
Morgan Stanley July 2005 - September 2006
Skills
Legal Writing
Education
Harvard Law School 2007 — 2010
Doctor of Law (JD)
Duke University 2001 — 2005
Bachelor of Arts (B.A.), Economics Major, Philosophy Minor; Classical Civilizations Minor
BlackRock April 2012 - Present
Morgan Stanley June 2006 - March 2012
Morgan Stanley June 2006 - March 2012
Skills
Equity Capital Markets, Capital Markets, IPO, Equities, Investment Banking, Derivatives, Financial Markets, Investment Management, Asset Managment, Valuation, Convertible Bonds, Equity Valuation, Equity Derivatives
Education
New York University School of Law 1998 — 2001
J.D.
Duke University 1993 — 1997
A.B., Public Policy Studies, Economics
KIPP Foundation June 2015 - Present
Teach For America 2014 - 2015
Teach For America April 2014 - July 2014
Teach For America 2013 - 2014
Teach for America 2012 - 2014
Taft Middle School 2012 - 2014
Bank of America 2011 - 2012
Morgan Stanley May 2010 - August 2010
Skills
Data Analysis, Economics, Valuation, Finance, Real Estate, Financial Modeling, Entrepreneurship, Microsoft Excel, Corporate Finance, Market Research, Business Analysis, Strategy, Leadership, Financial Analysis, Investments, Bloomberg, Equities, Investment Banking, Due Diligence, Social Media, Team Leadership, Teaching, Instructional leadership, STEM instruction, Public Speaking
Education
Duke University 2006 — 2011
Bachelor's degree, Political Science, History, Markets and Management Studies
The Blackstone Group May 2015 - Present
The Blackstone Group June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Georgia Justice Project June 2012 - July 2012
Skills
Entrepreneurship, Start-ups, Financial Analysis, Financial Modeling, Microsoft Office
Education
Duke University 2011 — 2015
Bachelor’s Degree, Economics - Finance Concentration
London School of Economics and Political Science 2012 — 2012
Summer School
University of Auckland 2011 — 2011
One semester of study
New Plymouth Girls' High School 2006 — 2010
Morgan Stanley March 2015 - July 2015
Naperville Central High School August 2014 - November 2014
Prairie Business Credit August 2014 - October 2014
Subaru of America May 2014 - August 2014
Duke Athletics August 2011 - May 2014
Duke University May 2010 - May 2014
Instituto Ronald McDonald August 2010 - April 2014
Mio Energy May 2013 - August 2013
Stay Alert Safety Services, Inc. May 2010 - August 2013
PepsiCo - Gatorade 2010 - 2013
Skills
Social Media, Editing, Strategic Planning, Public Speaking, Photoshop, PowerPoint, Research, Spanish, College Football, Negotiation, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Web Design, Amadeus, Cyberduck, C++, Java, HTML, Windows, iOS, Customer Service, CSS, English, Italian, Teaching, Budgets, Prezi, Golf, Fitness Training, Data Entry, Analytical Skills, Leadership, Time Management, Teamwork, Management, Facebook
Education
Duke University 2010 — 2014
Bachelor of Arts (BA), Military History
Google September 2008 - Present
Morgan Stanley 2006 - 2007
Skills
New Business Development, Renewable Energy, Wind Energy, Offshore Wind Energy, Wind Turbines, Early Stage Companies, Computer Vision, Machine Learning, Natural Language..., Big Data
Education
Duke University
Political Science and Government, British LIterature
University of Oxford
Politics, Political Science, Economics (PPE)
BitGo, Inc. April 2015 - Present
Bitcoin Shop, Inc October 2014 - Present
Sator Square Partners January 2014 - March 2015
Tradehill, Inc. September 2013 - November 2013
Morgan Stanley September 2012 - May 2013
Morgan Stanley July 2010 - September 2012
Skills
Index Arbitrage, Arbitrage, Series 7, ETFs, Equities, Fixed Income, Bloomberg, Equity Derivatives, Digital Currency, Bitcoin, Electronic Trading, Trading, Equity Trading, Trading Systems, Hedge Funds, Derivatives, Valuation, Capital Markets, Financial Modeling
Education
Duke University 2006 — 2010
BS, Biology
Morgan Stanley July 2010 - Present
Citadel Securities June 2009 - July 2010
Kirkland & Ellis LLP December 2003 - June 2009
Skills
Private Equity, Hedge Funds, Debt Restructuring, Investment Banking, Restructuring, Bankruptcy, Mergers, Securities, Leveraged Finance, Special Situations, Corporate Finance, Commercial Litigation
Education
UCLA School of Law 1996 — 1999
Doctor of Law (J.D.), Certificate in Business Law
Duke University 1992 — 1996
A.B., Economics & History
Morgan Stanley April 2014 - Present
Permal June 2012 - April 2014
Milton Partners June 2011 - August 2011
Morgan Creek Capital Management September 2010 - December 2010
Progression Lacrosse December 2008 - July 2009
Education
Duke University 2008 — 2012
Bachelor of Arts, History
Morgan Stanley August 2013 - Present
Goldman Sachs September 2012 - March 2013
Dewey & LeBoeuf LLP July 2006 - May 2012
Dorsey & Whitney LLP December 2002 - June 2006
O'Melveny & Myers LLP September 1999 - October 2002
Skills
Commercial Litigation, AML/Global Financial..., Legal Writing, Policy Drafting, Training & Development, Team Management, Domestic &..., Employment Law & Policy, Contract Negotiation
Education
Emory University School of Law 1996 — 1999
Juris Doctor
Duke University 1990 — 1994
Bachelor of Arts, History; Dual Major in Spanish
Morgan Stanley
Skills
Photoshop, C++, Java, HTML, C, Data Analysis, Financial Analysis
Education
Duke University 2009 — 2013
Bachelor of Arts (BA), Public Policy Studies
Kendo Brands, Inc. August 2015 - Present
L'Oréal June 2014 - August 2014
Melissa Joy Manning, INC June 2013 - August 2013
The Estée Lauder Companies Inc. June 2013 - August 2013
Morgan Stanley May 2011 - June 2013
Morgan Stanley January 2010 - May 2011
Wells Fargo June 2009 - December 2009
Skills
Marketing, Luxury Goods, Beauty Industry, Financial Modeling, Investments, Valuation, Equity Research, Investment Banking, Capital Markets, Financial Analysis, M&A analysis, Strategy, Corporate Finance, Mergers & Acquisitions
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Duke University 2005 — 2009
B.S., Biology, Economics
Troy High School 2001 — 2005
High School Diploma
FlexPaths, LLC March 2008 - Present
Constellation Wealth Advisors LLC 2007 - Present
Morgan Stanley 1987 - 2005
Education
Duke University - The Fuqua School of Business 1985 — 1987
Duke University 1982 — 1986
The Hockaday School 1979 — 1982
The Nightingale-Bamford School 1970 — 1979
BNY Mellon September 2013 - Present
Morgan Stanley December 2006 - August 2013
Education
Duke University 2002 — 2006
Bachelor of Science (BS), Mechanical Engineering
Duke University 2002 — 2006
Bachelor of Science (BS), Economics
New Mountain Capital February 2012 - Present
SAC Capital March 2009 - February 2012
Morgan Stanley September 2007 - November 2008
Wal-Mart Walmart.com 2006 - 2007
Harvard Business School July 2004 - June 2006
IMG June 2005 - August 2005
Merrill Lynch 2002 - 2004
Skills
Fundraising, Capital, Strategic Planning, Start-ups, Management Consulting, Sales, Entrepreneurship, Marketing Strategy, Cross-functional Team..., E-commerce, Business Development, Financial Services
Education
Harvard Business School 2004 — 2006
MBA
Duke University 1998 — 2002
BA, Economics, Summa Cum Laude, Phi Beta Kappa
Milton Academy 1994 — 1998
TDA Group March 2008 - Present
Content Matrix January 2008 - Present
Helica Network, LLC July 2005 - Present
InnerDoorway, Inc. 2000 - 2005
UBS 1991 - 1998
Morgan Stanley 1983 - 1991
Skills
Investment Banking, Mergers, IPO, Executive Management, Strategy, Strategic Partnerships, Enterprise Software, Mobile Devices, Marketing, Mergers & Acquisitions, Corporate Development, Business Planning, Venture Capital, Start-ups, Management, Business Development, Entrepreneurship, Business Strategy
Education
Indian Institute of Technology, Kanpur 1963 — 1968
B.Tech.
Duke University
MBA
JPMorgan September 2010 - Present
American Express February 2008 - November 2010
AIG 2006 - 2008
Morgan Stanley 2005 - 2006
GE Capital 1998 - 2004
MasterCard International 1989 - 1998
Smith Barney 1987 - 1989
Education
Duke University 1983 — 1987
HSP Henkel Search Partners 2011 - Present
SG Partners February 2010 - August 2011
Related Companies August 2008 - February 2010
Time Inc. July 2004 - July 2006
Morgan Stanley July 2002 - July 2004
Skills
Recruiting, Leadership, Management, Mergers & Acquisitions, Investments, Organizational Design, Strategic Planning, Entrepreneurship, Private Equity, Leveraged Finance, Financial Modeling, Talent Management, Investment Banking
Education
Duke University
BA
Harvard Business School
MBA
Cambridge Associates May 2013 - September 2014
Cambridge Associates July 2010 - May 2013
Morgan Stanley June 2008 - August 2008
Analysis Group 2004 - 2007
Education
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business 2007 — 2010
MBA
University of Chicago - Committee on International Relations 2007 — 2010
MA
Duke University 1999 — 2003
BA
ExecOnline October 2013 - Present
The Advisory Board Company January 2010 - September 2013
Corporate Executive Board August 2009 - December 2009
Axiom July 2008 - July 2009
Corporate Executive Board November 2002 - July 2008
Corporate Executive Board - CEB 2000 - July 2008
Overseas Private Investment Corporation January 1993 - November 2000
Morgan Stanley 1986 - 1990
Skills
Marketing, Sales, Management, Pricing, Go-to-market Strategy, Sales Management, Marketing Strategy, Strategy, Business Development, Negotiation, Leadership, Management Consulting, Public Relations
Education
The George Washington University - School of Business 1998 — 2000
MBA, Marketing/Business
Duke University 1983 — 1987
BA, Economics, Political Science
Capitol Page School 1981 — 1983
HS
The London School of Economics and Political Science (LSE)
General Course, Political Science and Ecomics
ViaBay Capital March 2013 - February 2014
Concordia College 2012 - 2012
Morgan Stanley September 2007 - March 2009
Magnetar Capital 2006 - 2007
Morgan Stanley February 1999 - April 2006
Schroders 1998 - 1999
Coopers & Lybrand Consulting 1994 - 1997
Skills
Business Development, Competitive Analysis, Equity Research, Strategy, Financial Modeling, Analysis, Program Management, Management, Equities, CRM, Financial Markets, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, International Business
University of Michigan 1991 — 1994
MA, Chinese Studies
Duke University 1985 — 1989
Morgan Stanley January 2011 - Present
Morgan Stanley August 2008 - December 2010
Countrywide Capital Markets July 2006 - July 2008
Skills
Quantitative Finance, Derivatives, Equities, Capital Markets, Fixed Income, Data Mining, Statistical Modeling
Education
Duke University 2001 — 2006
PhD, Statistics
Fudan University 1997 — 2001
BS, Statistics
BNP Paribas May 2011 - Present
Morgan Stanley March 2001 - April 2011
Skills
Fixed Income, Capital Markets, Trading, Bloomberg, Bonds, Series 7, Series 63, Equities, Derivatives, Hedge Funds, Securities, Series 24
Education
Duke University 1996 — 2000
Amazon May 2015 - Present
Amazon March 2012 - May 2015
Morgan Stanley June 2010 - March 2012
Skadden, Arps, Slate, Meagher & Flom LLP July 2008 - June 2010
Stroock & Stroock & Lavan LLP September 2005 - June 2008
Education
New York University School of Law 2002 — 2005
JD
Duke University 1998 — 2002
BA, Political Science
Harris Associates January 2012 - Present
Amethyst Capital Management, L.P. January 2011 - December 2011
GEICO Investments January 2007 - December 2010
Frist Capital 2005 - 2007
ESL Investments 2002 - 2005
Morgan Stanley 2000 - 2002
Skills
Investments, Asset Management, Equities, Valuation, Hedge Funds, Financial Modeling, Portfolio Management, Alternative Investments, Bloomberg, Investment Management, Private Equity, Financial Analysis, Corporate Finance, Due Diligence, Investment Banking
Education
Duke University
BA, Economics
LionEye Capital April 2015 - Present
Serengeti Asset Management August 2014 - April 2015
JAT Capital Management, LP May 2013 - August 2013
Madison Dearborn Partners July 2010 - July 2012
Morgan Stanley July 2008 - July 2010
Skills
Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Valuation
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Duke University 2004 — 2008
Shady Side Academy 2000 — 2004
Stone Coast Fund Services January 2008 - Present
Morgan Stanley January 2007 - February 2008
Citi March 2006 - December 2007
Skills
Hedge Funds, Equities, Fund Accounting, Fund Administration, Financial Services, Alternative Investments, Mutual Funds, Portfolio Management, Fixed Income, Customer Service, Bloomberg Terminal, Process Improvement, Risk Management, Financial Analysis, Financial Reporting, Bloomberg, Asset Management, Derivatives, Accounting, Account Reconciliation
Education
Duke University 1995 — 1999
Bachelor of Arts (BA), Economics
Gorham High School
Morgan Stanley June 2010 - Present
Morgan Stanley February 2009 - June 2010
Morgan Stanley December 2008 - February 2009
Morgan Stanley July 2006 - December 2008
Morgan Stanley October 2004 - July 2006
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Equities, Capital Markets, Fixed Income, Due Diligence, Hedge Funds, Bloomberg, Corporate Finance, Investments
Education
Duke University 2000 — 2004
Bachelor of Arts (B.A.), Public Policy
Buckingham, Browne & Nichols 1986 — 2000
Morgan Stanley July 2008 - Present
Lehman Brothers February 2003 - July 2008
Skills
Alternative Investments, Capital Markets, Private Equity, Hedge Funds, Equities, Fixed Income
Education
Duke University
Private Equity Group, Harbert Management Corp. May 2013 - Present
Atlanta Ballet 2010 - 2015
Atlanta Ballet 2010 - 2015
Atlanta Ballet 2010 - 2015
Atlanta Ballet 2010 - 2015
Atlanta Equity Investors, LLC January 2006 - April 2013
Arcapita 1997 - 2006
Investcorp 1990 - 1995
Morgan Stanley 1987 - 1990
Morgan Stanley 1987 - 1990
Skills
Private Equity, Venture Capital, Corporate Development, Investment Banking, Valuation, Due Diligence, Investments, Corporate Finance, Start-ups, Equities, Private Placements, Deal Sourcing, Mergers
Education
Harvard Business School 1986 — 1988
MBA, Business
Duke University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Citi September 2011 - Present
Morgan Stanley June 2010 - August 2011
Gensecure Inc March 2010 - May 2010
Wachovia June 2008 - February 2010
IBM Global Services June 2005 - August 2007
Skills
Business Analysis, Analysis, Data Analysis, Process Improvement, Vendor Management, Access, Financial Modeling, Management, Project Planning, Risk Management, Budgets, Program Management, Requirements Analysis, SDLC
Education
Duke University 2007 — 2008
MS, Master of Engineering Management
Indian Institute of Technology, Madras 2000 — 2005
Bachelors & Masters, Chemical Engg
Raja Ram Mohan Roy Academy, Dehradun 1996 — 1999
High School, High School/Secondary Diplomas and Certificates
Lehman Brothers Holdings Inc. September 2008 - Present
Deutsche Bank June 2004 - June 2008
Morgan Stanley August 2002 - June 2004
Skills
Capital Markets, Securitization, Derivatives, Fixed Income, Bloomberg, Structured Products, Financial Structuring, Hedge Funds, Valuation, Financial Modeling, Financial Risk, Banking, Structured Finance, Investment Banking, Private Equity, Equities, Credit Derivatives
Education
Duke University 1998 — 2002
Bachelor of Arts (BA), Economics
Chaminade High School 1994 — 1998
Two Sigma Investments May 2013 - Present
Duke University August 2008 - April 2013
Morgan Stanley May 2012 - August 2012
IBM May 2011 - September 2011
Duke University Computer Science 2008 - 2009
EPAM Systems January 2008 - July 2008
Flextronics Design Ukraine 2004 - 2004
Skills
C++, Java, Python, Algorithms
Education
Duke University 2008 — 2013
Ph.D., Computer Science
Vinnytsya National Technical University 2002 — 2007
MS, Computer Science
Anaplan November 2014 - Present
C3 Energy October 2010 - May 2014
Oracle Corporation November 2001 - October 2010
FutureNext May 2000 - May 2001
Morgan Stanley June 1997 - May 2000
Skills
OBIEE, Business Intelligence, Data Analysis, Program Management, Strategy, Microsoft Excel, Business Planning, ERP, Product Marketing, Excel, Management, SaaS, Product Management, Business Development, Enterprise Software, Leadership, Sales Operations, Sales Process, Marketo, Oracle CRM, Business Analysis, Sales Enablement
Education
Duke University
BSE, Engineering
University of Minnesota - Carlson School of Management
MBA
Hourglass Capital June 2008 - December 2013
Morgan Stanley January 2006 - May 2008
UBS November 2004 - December 2005
TUDOR INVESTMENT CORPORATION May 2004 - November 2004
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2004
MBA, Finance
Duke University 1995 — 1999
PwC July 2015 - Present
PwC January 2014 - June 2015
E*TRADE Financial August 2011 - December 2013
E*TRADE Financial September 2010 - August 2011
Morgan Stanley November 2008 - August 2010
UBS Wealth Management June 2007 - August 2007
UBS 2007 - 2007
UBS 2007 - 2007
UBS 2007 - 2007
Skills
Certifications: Series..., Data Analysis, Financial Modeling, Management, Product Management, Software Documentation, Finance, Cross-functional Team..., Fraud Detection, Financial Analysis, Equities, SDLC, Banking, Investment Banking, Microsoft Excel, Microsoft Office, Business Strategy
Education
Duke University 2004 — 2008
BA, Public Policy Studies, Economics, Markets and Management Studies
Morgan Stanley August 2011 - Present
Morgan Stanley October 1997 - August 2011
InterWorld February 1996 - October 1997
Morgan Stanley September 1991 - March 1995
Skills
Risk Management, Risk Assessment, Cross-functional Team..., Team Leadership, Management, Project Management, Process Improvement, Due Diligence, Investment Banking, Trading Systems, Strategy, Capital Markets, Fixed Income, Equities, Hedge Funds, Program Management
Education
Duke University 1983 — 1987
Bachelor's Degree, Electrical and Electronics Engineering, Magna Cum Laude
UBS Investment Bank July 2013 - Present
UBS Investment Bank June 2012 - August 2012
Deloitte Financial Advisory Services LLP 2008 - June 2011
Morgan Stanley June 2008 - August 2008
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Strategy, Corporate Finance, Mergers & Acquisitions, Data Analysis, Analytics, Business Strategy, Business Analysis, Project Management, Financial Reporting, Series 63, Series 79
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
Master of Business Administration (MBA)
Duke University 2004 — 2008
Economics, Chinese Language and Literature
KPMG LLP October 2012 - Present
KPMG Advisory September 2008 - December 2012
Morgan Stanley June 2003 - August 2008
Education
Duke University 1999 — 2003
Bachelor of Arts, English
NYU School of Professional Studies
NYU School of Professional Studies
Morgan Stanley
Skills
Equities, Capital Markets, Trading, Derivatives, Fixed Income
Education
Duke University 1982 — 1986
Bachelor of Arts (B.A.)
Morgan Stanley August 2009 - Present
Accenture October 2002 - July 2007
Education
University of Virginia Darden School of Business 2007 — 2009
MBA
Duke University 1997 — 2001
BA, Economics
The London School of Economics and Political Science (LSE) 2000 — 2000
Public Finance, International Business
Bessemer Trust January 2010 - Present
JP Morgan June 2008 - January 2009
Bear Stearns 2005 - 2008
Wachovia 2004 - 2005
Morgan Stanley 2000 - 2004
US Navy 1992 - 1995
Education
The University of Chicago 1996 — 1998
MBA, Finance
Navy Nuclear Power Program 1990 — 1992
Certified Naval Nuclear Engineer, Navy Nuclear Propulsion
Duke University 1986 — 1990
BSE, Biomedical and Electrical Engineering
Bain Capital June 2013 - Present
Morgan Stanley June 2011 - May 2013
Duke University August 2007 - May 2011
Morgan Stanley June 2010 - August 2010
Duke University January 2008 - December 2009
Skills
Economics, Bloomberg, Financial Modeling, Python, Data Analysis, Valuation, Bloomberg Terminal, Research, Java, Equity Research, VBA, Corporate Finance, Microsoft Excel, Econometrics, Microsoft Office, C, Fixed Income, Statistics, Capital Markets, Quantitative Analytics, Commodity, Investments, Structured Products, Portfolio Management, Structured Finance, Series 7, Market Analysis, Credit Analysis, Investment Management, Asset Management, Financial Structuring, Series 63, Trading, Derivatives, Private Equity, Due Diligence, Options, Alternative Investments, Investment Banking, Investment Strategies
Education
Duke University 2007 — 2011
Bachelor of Science (BS), Economics, Computer Science
In August 2015 - Present
Morgan Stanley August 2014 - July 2015
Morgan Stanley June 2012 - August 2014
Duke University August 2007 - May 2011
Morgan Stanley June 2010 - August 2010
Skills
Microsoft Office, Statistics, PowerPoint, Microsoft Excel, Data Analysis, Economics, chinese
Education
Duke University 2007 — 2011
Bachelor, Chinese Studies and Biology
Wayfair July 2015 - Present
Confluence Watersports June 2014 - August 2014
Morgan Stanley July 2010 - May 2013
Liberty Global May 2009 - August 2009
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Duke University 2006 — 2010
Bachelor’s Degree
ICONIQ Capital 2013 - Present
Morgan Stanley 2012 - 2013
Morgan Stanley 2010 - 2012
Skills
Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Mergers & Acquisitions, IPO
Education
Duke University
B.S., Economics, Music, Markets & Management
Fantex, Inc. 2012 - Present
Morgan Stanley June 2011 - December 2011
MBF Clearing Corp. June 2010 - August 2010
Education
Duke University 2007 — 2011
Kraft Sports Production March 2010 - Present
Morgan Stanley January 2010 - Present
Major League Soccer January 1999 - December 2009
Education
Duke University 1995 — 1999
B.S., economics
Saddlestone August 2011 - Present
Hanover Capital January 1995 - August 2011
Lehman Brothers May 1992 - September 1994
Chemical Bank February 1988 - May 1992
Morgan Stanley December 1984 - November 1987
Citibank July 1983 - December 1984
Skills
Fixed Income, Investments, Portfolio Management, Real Estate Investment, MBS, Land Conservation, Structured Finance, Asset Managment, Residential Mortgages, Securitization, Management Consulting, Structured Products, Financial Modeling, Equities, Alternative Investments, Asset Management, Financial Structuring, Derivatives, Capital Markets
Education
University of Chicago Graduate School of Business 1981 — 1983
MBA, Finance
Duke University 1975 — 1979
BA, Anthropology & Psychology
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Exterro Inc May 2011 - July 2011
OHSU May 2010 - August 2010
OHSU May 2009 - August 2009
Skills
Matlab, Biomedical Engineering, LaTeX, Data Analysis, Financial Modeling, Cell Culture, Labview, Stata, Research, Mathematica, Market Research, PCR, C, Western Blotting, Molecular Biology, R, Microsoft Excel, Immunohistochemistry, Microsoft Office, Business Strategy
Education
Duke University 2009 — 2013
BSE, Biomedical Engineering, Economics (Finance)
Lakeridge High School 2005 — 2009
Oregon Episcopal School
Tiger Global Management February 2011 - Present
Morgan Stanley July 2009 - February 2011
DUMAC, LLC March 2008 - December 2008
Skills
Private Equity, Financial Analysis, Bloomberg, Financial Modeling, Hedge Funds, Valuation, Equities, Analysis, Due Diligence, Finance
Education
Duke University 2005 — 2009
BS, Economics
Omega Advisors May 2014 - Present
Bank of America September 2012 - March 2014
Morgan Stanley March 2010 - September 2012
Morgan Stanley February 2007 - March 2010
Morgan Stanley July 1996 - February 2007
Education
Duke University 1992 — 1996
BA, Economics, History
Van Eck Global 2009 - Present
Morgan Stanley 2004 - 2008
Morgan Stanley 2000 - 2004
Morgan Stanley 1994 - 2000
Skills
Hedge Funds, Fixed Income, Emerging Markets, Economics, FX, Rates, Asset Management, Derivatives, Portfolio Management, Mutual Funds, Credit Derivatives, Sovereign Debt, FX Options, Asset Managment, Structured Products, Bloomberg, Global Macro, Commodity, Capital Markets, Valuation, Investment Banking, Alternative Investments, Bonds, Trading, Financial Markets, High Yield, Options
Education
Harvard University 1987 — 1989
Public Policy - International Trade/Finance
Duke University 1984 — 1987
Public Policy
Credit Suisse Vice PresidentGoldman Sachs2001 - 2008
Morgan Stanley 1994 - 2001
Education
Duke University
B.S.E.
New York University School of Law
L.L.M.
University of Florida - Fredric G. Levin College of Law
J.D.
Morgan Stanley May 2013 - Present
Wall Street Immersion Program January 2012 - Present
Spurrier Capital Partners May 2012 - July 2012
Investment Banking Institute & NYU July 2011 - August 2011
SA Studios Global May 2011 - July 2011
Brookhaven National Laboratories June 2009 - October 2009
Montefiore Hospital December 2008 - March 2009
Skills
Financial Modeling, DCF, Valuation, LBO, Financial Reporting, Excel, Word, PowerPoint
Education
Duke University 2010 — 2014
Riverdale Country School 2006 — 2010
Morgan Stanley June 2014 - Present
Bank of America October 2012 - May 2014
AllianceBernstein August 2005 - October 2012
Banco Itaú May 2002 - August 2005
Sakura Bank August 1987 - April 2001
Skills
Sarbanes-Oxley Act, Accounting, Asset Managment, Mutual Funds, GAAP, Investments, Valuation, Financial Statements, Financial Accounting, Broker-Dealer, Fixed Income, Auditing
Education
Duke University 1983 — 1987
Bachelor of Science (B.S.), Psychology
Imperial Capital January 2013 - Present
Knight Capital Group December 2008 - December 2012
Merrill Lynch August 2003 - November 2008
Credit Suisse August 1999 - July 2003
Morgan Stanley October 1993 - May 1997
Skills
Fixed Income, Credit Analysis, Sales&Marketing, Trading, Credit Derivatives, Hedge Funds, Equities, Risk Management, High Yield Bonds, Investment Grade Bonds, Structured Products
Education
Anderson School at UCLA 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Duke University 1989 — 1993
Bachelor of Arts (BA), History and Political Science
Landon School 1979 — 1989
HS Diploma
Morgan Stanley August 2014 - Present
Kellogg School of Management August 2012 - June 2014
Aon August 2006 - March 2012
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Duke University 2002 — 2006
Bachelor of Science (BS)
Morgan Stanley 1997 - 2005
Education
Duke University 1993 — 1997
Bachelor's degree
Morgan Stanley August 2015 - Present
Education
Fordham University School of Law 2012 — 2015
Doctor of Law (JD)
Duke University 2007 — 2011
Bachelor of Science (BS), Political Science (Concentration Political Theory)
Duke University Health System June 2015 - Present
Memorial Sloan-Kettering Cancer Center May 2010 - August 2010
Morgan Stanley June 2006 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, English
Education
Stony Brook University Health Sciences Center School of Medicine 2011 — 2015
Doctor of Medicine (MD)
Duke University 2007 — 2011
Bachelor of Science (BS), Biology, General
Stuyvesant High School 2003 — 2007