Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Morgan Stanley Salaries. You can even request information on how much does Morgan Stanley pay if you want to. Learn about salaries, pros and cons of working for Morgan Stanley directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Bocheng Jing Bocheng Jing's Morgan Stanley Experience September 2011 - March 2012
Job Biostatistician
Industry Hospital & Health Care
Experience
Kaiser Permanente December 2014 - Present
DMG MORI USA September 2014 - Present
Center for Genomic and Computational Biology (GCB), Duke University May 2013 - May 2014
Duke Department of Statistical Science August 2012 - May 2014
Morgan Stanley September 2011 - March 2012
Skills
Bayesian inference, R, Research, Statistics, Microsoft Office, SAS programming, Machine Learning, Octave, LaTeX, Financial Analysis, University Teaching, Biostatistics, Python
Education
Duke University School of Medicine 2012 — 2014
Master of Science (M.S.), Biostatistics
University of California, Davis 2010 — 2012
Bachelor of Science (B.S.) Bachelor of Arts (B.A.), Statistics; Economics
Kaiser Permanente December 2014 - Present
DMG MORI USA September 2014 - Present
Center for Genomic and Computational Biology (GCB), Duke University May 2013 - May 2014
Duke Department of Statistical Science August 2012 - May 2014
Morgan Stanley September 2011 - March 2012
Skills
Bayesian inference, R, Research, Statistics, Microsoft Office, SAS programming, Machine Learning, Octave, LaTeX, Financial Analysis, University Teaching, Biostatistics, Python
Education
Duke University School of Medicine 2012 — 2014
Master of Science (M.S.), Biostatistics
University of California, Davis 2010 — 2012
Bachelor of Science (B.S.) Bachelor of Arts (B.A.), Statistics; Economics
Kyle Ostrowski, CPA Kyle Ostrowski, CPA's Morgan Stanley Experience June 2006 - June 2007
Job Senior Accounting Manager at Telogis
Industry Accounting
Experience
Telogis July 2014 - Present
PricewaterhouseCoopers July 2007 - July 2014
Morgan Stanley June 2006 - June 2007
Skills
Certified Public..., US GAAP, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Accounting, SEC filings, GAAP
Education
Duquesne University 2002 — 2006
Bachelor of Science (B.S.), Accounting & Accounting Information Systems
Telogis July 2014 - Present
PricewaterhouseCoopers July 2007 - July 2014
Morgan Stanley June 2006 - June 2007
Skills
Certified Public..., US GAAP, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Accounting, SEC filings, GAAP
Education
Duquesne University 2002 — 2006
Bachelor of Science (B.S.), Accounting & Accounting Information Systems
Sam Slezek's Morgan Stanley Experience June 2015 - August 2015
Job Investment Banking Analyst at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley June 2015 - August 2015
Chrg Inc May 2014 - August 2014
Social Entrepreneur Corps May 2013 - July 2013
Duke Computer Science January 2013 - May 2013
Duke Peer Advising December 2012 - May 2013
Skills
Java, Matlab, Microsoft Excel, HTML, Programming, JavaScript, CSS, Software Engineering, MySQL, Django, Python, jQuery, Common Lisp, Apache, Ubuntu, Linux
Education
Duke University 2012 — 2016
Bachelor of Science (B.S.), Computer Science
Morgan Stanley June 2015 - August 2015
Chrg Inc May 2014 - August 2014
Social Entrepreneur Corps May 2013 - July 2013
Duke Computer Science January 2013 - May 2013
Duke Peer Advising December 2012 - May 2013
Skills
Java, Matlab, Microsoft Excel, HTML, Programming, JavaScript, CSS, Software Engineering, MySQL, Django, Python, jQuery, Common Lisp, Apache, Ubuntu, Linux
Education
Duke University 2012 — 2016
Bachelor of Science (B.S.), Computer Science
Scott Bondurant Scott Bondurant's Morgan Stanley Experience April 1996 - March 2005
Job Adjunct Instructor at Northwestern University
Industry Investment Management
Experience
Northwestern University August 2015 - Present
American Platform Tennis Association May 2015 - Present
Unearthed Land Technologies July 2014 - Present
UBS Global Asset Management March 2005 - June 2014
Morgan Stanley April 1996 - March 2005
Kidder Peabody / Paine Webber & Co August 1989 - March 1996
Skills
Investments, Asset Management, Hedge Funds, Long/Short Equity, Portfolio Management, Value Investing, Quantitative Investing, Risk Management, White Papers, Strategic Planning, Business Strategy, Global Strategy, Business Analysis, Product Development, Program Management, Team Building, Team Leadership, Marketing Strategy, Competitive Analysis, Global Marketing, Sales Management, New Business Development, Public Speaking, Entrepreneurship, Asset Allocation, Alternative Investments, Equity Research, Equity Trading, Equity Capital Markets, Prime Brokerage, Real Estate, University Teaching, Board of Directors, tennis, platform tennis
Education
Duke University - The Fuqua School of Business 1987 — 1989
Master of Business Administration (MBA), Finance
Stanford University 1978 — 1982
Bachelor's degree, History
Northwestern University August 2015 - Present
American Platform Tennis Association May 2015 - Present
Unearthed Land Technologies July 2014 - Present
UBS Global Asset Management March 2005 - June 2014
Morgan Stanley April 1996 - March 2005
Kidder Peabody / Paine Webber & Co August 1989 - March 1996
Skills
Investments, Asset Management, Hedge Funds, Long/Short Equity, Portfolio Management, Value Investing, Quantitative Investing, Risk Management, White Papers, Strategic Planning, Business Strategy, Global Strategy, Business Analysis, Product Development, Program Management, Team Building, Team Leadership, Marketing Strategy, Competitive Analysis, Global Marketing, Sales Management, New Business Development, Public Speaking, Entrepreneurship, Asset Allocation, Alternative Investments, Equity Research, Equity Trading, Equity Capital Markets, Prime Brokerage, Real Estate, University Teaching, Board of Directors, tennis, platform tennis
Education
Duke University - The Fuqua School of Business 1987 — 1989
Master of Business Administration (MBA), Finance
Stanford University 1978 — 1982
Bachelor's degree, History
Sophia Mamilli Sophia Mamilli's Morgan Stanley Experience May 2015 - Present
Job Institutional Equities Summer Analyst at Morgan Stanley
Industry
Experience
Morgan Stanley May 2015 - Present
Duke Association for Business Oriented Women (BOW) September 2013 - Present
Duke Business Society September 2014 - Present
Duke University January 2015 - Present
Lodestone Logic May 2014 - June 2014
Independent 2011 - 2013
Skills
Teamwork, Public Speaking, Microsoft Word, PowerPoint, Tutoring, English, Event Planning
Education
Duke University 2013 — 2017
The London School of Economics and Political Science (LSE) 2014 — 2014
Economics
North Central High School
International Baccalaureate
Morgan Stanley May 2015 - Present
Duke Association for Business Oriented Women (BOW) September 2013 - Present
Duke Business Society September 2014 - Present
Duke University January 2015 - Present
Lodestone Logic May 2014 - June 2014
Independent 2011 - 2013
Skills
Teamwork, Public Speaking, Microsoft Word, PowerPoint, Tutoring, English, Event Planning
Education
Duke University 2013 — 2017
The London School of Economics and Political Science (LSE) 2014 — 2014
Economics
North Central High School
International Baccalaureate
Mark R. Patten Mark R. Patten's Morgan Stanley Experience February 2004 - February 2011
Job President at McKinnon Patten
Industry Financial Services
Experience
McKinnon Patten February 2014 - Present
Stout Risius Ross June 2013 - February 2014
Bank of America October 2011 - June 2012
Morgan Stanley February 2004 - February 2011
Geneva Capital Partners LLC July 1998 - January 2004
Continental Alloys & Services 1996 - 1998
Ernst & Young 1985 - 1995
Skills
Due Diligence, Finance, Financial Analysis, Hedge Funds, Auditing, Internal Controls, Financial Risk, Financial Accounting, Alternative Investments, Internal Audit, Risk Management, Investments, Capital Markets, Financial Reporting, Financial Services, Business Tax Planning, Personal Tax Planning, Mergers & Acquisitions, Valuation
Education
Duke University - The Fuqua School of Business
MBA, Finance
University of Houston, C.T. Bauer College of Business
BBA, Accounting
McKinnon Patten February 2014 - Present
Stout Risius Ross June 2013 - February 2014
Bank of America October 2011 - June 2012
Morgan Stanley February 2004 - February 2011
Geneva Capital Partners LLC July 1998 - January 2004
Continental Alloys & Services 1996 - 1998
Ernst & Young 1985 - 1995
Skills
Due Diligence, Finance, Financial Analysis, Hedge Funds, Auditing, Internal Controls, Financial Risk, Financial Accounting, Alternative Investments, Internal Audit, Risk Management, Investments, Capital Markets, Financial Reporting, Financial Services, Business Tax Planning, Personal Tax Planning, Mergers & Acquisitions, Valuation
Education
Duke University - The Fuqua School of Business
MBA, Finance
University of Houston, C.T. Bauer College of Business
BBA, Accounting
Patricia Hawkins Patricia Hawkins's Morgan Stanley Experience June 1990 - July 1991
Job Director, Fixed Income Sales, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 1997 - Present
Nomura Securities August 1994 - July 1997
Smith Barney July 1991 - August 1992
Morgan Stanley June 1990 - July 1991
Skills
Fixed Income, Sales, Fixed Income Portfolio..., Financial Services, Financial Markets, Series 7, Bloomberg, Asset Allocation, Securities, Capital Markets, Series 63, Series 65, Equities, Investment Management, Bonds
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance, General
Manhattanville College
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE)
International Business/Trade/Commerce
Wells Fargo Securities July 1997 - Present
Nomura Securities August 1994 - July 1997
Smith Barney July 1991 - August 1992
Morgan Stanley June 1990 - July 1991
Skills
Fixed Income, Sales, Fixed Income Portfolio..., Financial Services, Financial Markets, Series 7, Bloomberg, Asset Allocation, Securities, Capital Markets, Series 63, Series 65, Equities, Investment Management, Bonds
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance, General
Manhattanville College
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE)
International Business/Trade/Commerce
Jessica Fabrizi Sidhom Jessica Fabrizi Sidhom's Morgan Stanley Experience May 2005 - May 2006
Job Senior Vice President, Corporate Banking at PNC
Industry Banking
Experience
PNC July 2006 - Present
Morgan Stanley May 2005 - May 2006
Skills
Series 7, Series 66, Treasury Management, Portfolio Management, Cash Management, Capital Markets, Bank Relationship..., Credit, Banking, Commercial Lending, Loans, Relationship Management, Finance, Commercial Banking, Uniform Combined State..., Credit Analysis, Credit Cards, Fixed Income, Payments
Education
Duquesne University 2001 — 2005
Bachelor of Science and Business Administration, Finance and Investment Management
PNC July 2006 - Present
Morgan Stanley May 2005 - May 2006
Skills
Series 7, Series 66, Treasury Management, Portfolio Management, Cash Management, Capital Markets, Bank Relationship..., Credit, Banking, Commercial Lending, Loans, Relationship Management, Finance, Commercial Banking, Uniform Combined State..., Credit Analysis, Credit Cards, Fixed Income, Payments
Education
Duquesne University 2001 — 2005
Bachelor of Science and Business Administration, Finance and Investment Management
Samantha Riekstins Samantha Riekstins's Morgan Stanley Experience November 2009 - July 2012
Job Private Bank Associate, J.P. Morgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2014 - Present
J.P. Morgan June 2013 - August 2013
Morgan Stanley November 2009 - July 2012
Morgan Stanley June 2006 - November 2009
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
B.S., Dual Major Finance & Supply Chain Management; Minor in Spanish Language & Literature
JPMorgan Chase & Co. July 2014 - Present
J.P. Morgan June 2013 - August 2013
Morgan Stanley November 2009 - July 2012
Morgan Stanley June 2006 - November 2009
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
B.S., Dual Major Finance & Supply Chain Management; Minor in Spanish Language & Literature
Todd W. Shand, CFP® Todd W. Shand, CFP®'s Morgan Stanley Experience January 1999 - December 2005
Job Vice President Investment Officer with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2005 - Present
Morgan Stanley January 1999 - December 2005
Education
Duke University 2007 — 2008
Advanced Education, Certified Financial Planning
Mount Olive College
Bachelor Science, Organizational Development
Western Michigan University
Associate Business, Paralegal
Wells Fargo Advisors, LLC December 2005 - Present
Morgan Stanley January 1999 - December 2005
Education
Duke University 2007 — 2008
Advanced Education, Certified Financial Planning
Mount Olive College
Bachelor Science, Organizational Development
Western Michigan University
Associate Business, Paralegal
Olga Gelfgat Olga Gelfgat's Morgan Stanley Experience March 2004 - October 2010
Job Financial Controller looking for new finance job opportunities in NY/NJ area
Industry Financial Services
Experience
Serpukhov Dairy Inc. April 2012 - June 2015
Barclays Capital September 2010 - October 2011
Morgan Stanley March 2004 - October 2010
Merrill Lynch June 1998 - March 2004
Merrill Lynch June 1998 - March 2004
Skills
Financial Reporting, Product Control, Derivatives, Valuation, Accounting, Finance, Equities, Corporate Finance, Financial Analysis, Investment Banking, IFRS, Due Diligence, Internal Controls, Business Analysis
Education
Duquesne University 1994 — 1998
Bachelor of Science, Accounting/Finance
Serpukhov Dairy Inc. April 2012 - June 2015
Barclays Capital September 2010 - October 2011
Morgan Stanley March 2004 - October 2010
Merrill Lynch June 1998 - March 2004
Merrill Lynch June 1998 - March 2004
Skills
Financial Reporting, Product Control, Derivatives, Valuation, Accounting, Finance, Equities, Corporate Finance, Financial Analysis, Investment Banking, IFRS, Due Diligence, Internal Controls, Business Analysis
Education
Duquesne University 1994 — 1998
Bachelor of Science, Accounting/Finance
Roy Caws Roy Caws's Morgan Stanley Experience January 1988 - June 1999
Job Vice President at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2012 - Present
Morgan Stanley Smith Barney 2007 - February 2012
Merrill Lynch September 1999 - December 2006
Morgan Stanley January 1988 - June 1999
Skills
ITIL, Management, Fixed Income, IT Strategy, Leadership, Risk Management, Governance, Equities, Financial Services, Strategy, IT Service Management, Wealth Management, Vendor Management
Education
Durban Institute of Technology 1976 — 1979
Fidelity Investments April 2012 - Present
Morgan Stanley Smith Barney 2007 - February 2012
Merrill Lynch September 1999 - December 2006
Morgan Stanley January 1988 - June 1999
Skills
ITIL, Management, Fixed Income, IT Strategy, Leadership, Risk Management, Governance, Equities, Financial Services, Strategy, IT Service Management, Wealth Management, Vendor Management
Education
Durban Institute of Technology 1976 — 1979
michael schaftel michael schaftel's Morgan Stanley Experience July 1994 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 1994 - Present
Manekin, LLC June 1988 - June 1992
Skills
Capital Markets, Equities, Derivatives, Hedge Funds, Equity Trading, Electronic Trading, Series 7, Prime Brokerage, Trading, Bloomberg, Equity Research, Series 63, Alternative Investments, Trading Systems, Options, Buy-side, ETFs, Equity Derivatives
Education
Duke Fuqua School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
university of michigan 1984 — 1988
b, political science
Morgan Stanley July 1994 - Present
Manekin, LLC June 1988 - June 1992
Skills
Capital Markets, Equities, Derivatives, Hedge Funds, Equity Trading, Electronic Trading, Series 7, Prime Brokerage, Trading, Bloomberg, Equity Research, Series 63, Alternative Investments, Trading Systems, Options, Buy-side, ETFs, Equity Derivatives
Education
Duke Fuqua School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
university of michigan 1984 — 1988
b, political science
T. Jerome Utley Jr. T. Jerome Utley Jr.'s Morgan Stanley Experience June 2011 - August 2011
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Credit Suisse June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Valuation, Financial Analysis, Financial Modeling, Bloomberg, Research, Economics
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Economics – Finance Concentration (History Minor), Junior
Harvard Business School 2013 — 2013
Summer Venture Management Program
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Credit Suisse June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Valuation, Financial Analysis, Financial Modeling, Bloomberg, Research, Economics
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Economics – Finance Concentration (History Minor), Junior
Harvard Business School 2013 — 2013
Summer Venture Management Program
Charlie Shaffer Charlie Shaffer's Morgan Stanley Experience 1993 - 1999
Job Global Head of Distribution at Credit Suisse Asset Management
Industry Investment Management
Experience
Credit Suisse February 2014 - Present
Credit Suisse November 2012 - February 2014
Credit Suisse April 2012 - November 2012
Credit Suisse March 2009 - April 2012
Merrill Lynch May 2005 - January 2009
Deutsche Bank 1999 - 2005
Morgan Stanley 1993 - 1999
Education
Duke University School of Law 1990 — 1993
JD/MA, Law
Princeton University
BA, English
St. Paul's 1980 — 1985
Credit Suisse February 2014 - Present
Credit Suisse November 2012 - February 2014
Credit Suisse April 2012 - November 2012
Credit Suisse March 2009 - April 2012
Merrill Lynch May 2005 - January 2009
Deutsche Bank 1999 - 2005
Morgan Stanley 1993 - 1999
Education
Duke University School of Law 1990 — 1993
JD/MA, Law
Princeton University
BA, English
St. Paul's 1980 — 1985
Sarah Sutherland's Morgan Stanley Experience 2008 - 2009
Job Script Coordinator at Showtime Networks Inc.
Industry Writing and Editing
Experience
Showtime Networks Inc. April 2015 - Present
FX Networks (Fox) December 2014 - April 2015
Showtime Networks Inc. June 2014 - December 2014
Federal Reserve Bank of New York 2011 - June 2014
Freelance January 2013 - May 2014
Mind the Art Entertainment 2010 - 2010
Various Production Companies - Freelance 2009 - 2010
Morgan Stanley 2008 - 2009
Skills
Economic Research, Final Draft, Screenwriting, Television, Film Production, Editing, Research
Education
Duke University 2004 — 2008
Bachelor of Arts (B.A.), English, Economics
New York University 2013 — 2013
SCPS, Dramatic Writing: Writing the TV Script
Columbia University in the City of New York 2012 — 2012
Postbaccalaureate Studies, Graduate School of Arts and Sciences
Showtime Networks Inc. April 2015 - Present
FX Networks (Fox) December 2014 - April 2015
Showtime Networks Inc. June 2014 - December 2014
Federal Reserve Bank of New York 2011 - June 2014
Freelance January 2013 - May 2014
Mind the Art Entertainment 2010 - 2010
Various Production Companies - Freelance 2009 - 2010
Morgan Stanley 2008 - 2009
Skills
Economic Research, Final Draft, Screenwriting, Television, Film Production, Editing, Research
Education
Duke University 2004 — 2008
Bachelor of Arts (B.A.), English, Economics
New York University 2013 — 2013
SCPS, Dramatic Writing: Writing the TV Script
Columbia University in the City of New York 2012 — 2012
Postbaccalaureate Studies, Graduate School of Arts and Sciences
Corey Greenhouse Corey Greenhouse's Morgan Stanley Experience June 2000 - June 2005
Job Marketing Director at Corr Jensen
Industry Marketing and Advertising
Experience
Corr Jensen June 2015 - Present
Colgate Palmolive December 2012 - June 2015
Colgate Palmolive July 2011 - December 2012
Unilever June 2007 - July 2011
Kraft Foods June 2006 - August 2006
Morgan Stanley June 2000 - June 2005
Skills
Brand Management, Consumer Products, Marketing Strategy, Product Development, Brand Activation, Brand Architecture, Competitive Analysis, Marketing Research, Cross-functional Team..., Analytics, Forecasting, Pricing Strategy, Financial Analysis, Marketing Communications, Shopper Marketing, Customer Insight, FMCG, Segmentation, Brand Development, Business Strategy, Product Innovation, Brand Equity, Trade Marketing, Marketing Management, Market Analysis, Global Marketing, Market Planning
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA
Union College 1996 — 2000
BA
Marlboro High School 1992 — 1996
Corr Jensen June 2015 - Present
Colgate Palmolive December 2012 - June 2015
Colgate Palmolive July 2011 - December 2012
Unilever June 2007 - July 2011
Kraft Foods June 2006 - August 2006
Morgan Stanley June 2000 - June 2005
Skills
Brand Management, Consumer Products, Marketing Strategy, Product Development, Brand Activation, Brand Architecture, Competitive Analysis, Marketing Research, Cross-functional Team..., Analytics, Forecasting, Pricing Strategy, Financial Analysis, Marketing Communications, Shopper Marketing, Customer Insight, FMCG, Segmentation, Brand Development, Business Strategy, Product Innovation, Brand Equity, Trade Marketing, Marketing Management, Market Analysis, Global Marketing, Market Planning
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA
Union College 1996 — 2000
BA
Marlboro High School 1992 — 1996
Shelly Li Shelly Li's Morgan Stanley Experience June 2013 - August 2013
Job CoFounder and President at Smart Metals Recycling, LLC
Industry Computer Hardware
Experience
Smart Metals Recycling, LLC September 2014 - Present
McKinsey & Company May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Micro-Consulting for North Carolina August 2012 - May 2013
Obama for America May 2012 - August 2012
City of Durham January 2012 - May 2012
Penguin Group USA January 2009 - February 2012
Skills
Entrepreneurship, Writing, Political Campaigning, Mandarin, Community Outreach, Strategy, Start-ups, Social Media, Publishing, Leadership, Political Campaigns, Fundraising, Nonprofits, Spanish, Financial Analysis, Financial Modeling, Valuation, Mergers & Acquisitions
Education
Duke University 2011 — 2015
B.S. in Economics, B.A. in Philosophy
University of Oxford 2013 — 2013
Philosophy
Millard North High School 2007 — 2011
Smart Metals Recycling, LLC September 2014 - Present
McKinsey & Company May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Micro-Consulting for North Carolina August 2012 - May 2013
Obama for America May 2012 - August 2012
City of Durham January 2012 - May 2012
Penguin Group USA January 2009 - February 2012
Skills
Entrepreneurship, Writing, Political Campaigning, Mandarin, Community Outreach, Strategy, Start-ups, Social Media, Publishing, Leadership, Political Campaigns, Fundraising, Nonprofits, Spanish, Financial Analysis, Financial Modeling, Valuation, Mergers & Acquisitions
Education
Duke University 2011 — 2015
B.S. in Economics, B.A. in Philosophy
University of Oxford 2013 — 2013
Philosophy
Millard North High School 2007 — 2011
Stirling Bomar Stirling Bomar's Morgan Stanley Experience 2006 - 2009
Job Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2010 - Present
Morgan Stanley 2006 - 2009
Morgan Stanley 2002 - 2006
Morgan Keegan 1998 - 2000
Education
Darden Graduate School of Business Administration 2000 — 2002
MBA
Duke University 1994 — 1998
AB, Economics
SunTrust Robinson Humphrey 2010 - Present
Morgan Stanley 2006 - 2009
Morgan Stanley 2002 - 2006
Morgan Keegan 1998 - 2000
Education
Darden Graduate School of Business Administration 2000 — 2002
MBA
Duke University 1994 — 1998
AB, Economics
Seth Krauss's Morgan Stanley Experience March 2004 - March 2007
Job Chief Legal Officer at William Morris Endeavor | IMG
Industry Entertainment
Experience
William Morris Endeavor June 2014 - Present
Center for Family Representation May 2013 - Present
Take 2 Interactive March 2007 - June 2014
Morgan Stanley March 2004 - March 2007
New York County District Attorney's Office September 1995 - February 2004
Education
Washington University in St. Louis School of Law 1992 — 1995
Juris Doctorate, Law
Duke University 1988 — 1992
BA, History & Political Science
Horace Mann School 1982 — 1988
William Morris Endeavor June 2014 - Present
Center for Family Representation May 2013 - Present
Take 2 Interactive March 2007 - June 2014
Morgan Stanley March 2004 - March 2007
New York County District Attorney's Office September 1995 - February 2004
Education
Washington University in St. Louis School of Law 1992 — 1995
Juris Doctorate, Law
Duke University 1988 — 1992
BA, History & Political Science
Horace Mann School 1982 — 1988
Elaine Schaum Elaine Schaum's Morgan Stanley Experience 1997 - 1999
Job Workers Compensation Claims Coordinator at DICK'S Sporting Goods
Industry Insurance
Experience
DICK'S Sporting Goods April 2015 - Present
Willis March 1999 - March 2015
Morgan Stanley 1997 - 1999
Westinghouse Electric Company 1997 - 1997
Skills
Analysis, Property & Casualty..., Workers Compensation, Insurance, Risk Management, Data Analysis, Risk Mitigation, Best Practices, Excel, RMIS, Culture Change, Microsoft Excel, Underwriting, Health Insurance, Claims Management, Casualty, Commercial Insurance, Claim, Liability, Brokers, Professional Liability
Education
Duquesne University 1989 — 1995
BA, Political Science, Classics, History
DICK'S Sporting Goods April 2015 - Present
Willis March 1999 - March 2015
Morgan Stanley 1997 - 1999
Westinghouse Electric Company 1997 - 1997
Skills
Analysis, Property & Casualty..., Workers Compensation, Insurance, Risk Management, Data Analysis, Risk Mitigation, Best Practices, Excel, RMIS, Culture Change, Microsoft Excel, Underwriting, Health Insurance, Claims Management, Casualty, Commercial Insurance, Claim, Liability, Brokers, Professional Liability
Education
Duquesne University 1989 — 1995
BA, Political Science, Classics, History
Nathan Rozof, CFA's Morgan Stanley Experience October 2009 - July 2012
Job Senior Vice President, Investor Relations at Vantiv
Industry Financial Services
Experience
Vantiv August 2012 - Present
Morgan Stanley October 2009 - July 2012
Citi August 2006 - October 2009
Citi Investment Research June 2005 - August 2005
Accenture June 2000 - July 2004
Skills
Data Analysis, Economics, Equity Research, Equities, Financial Analysis, Forecasting, Fundamental Research, Industry Analysis, Predictive Analytics, Predictive Modeling, Proprietary, Research, Valuation, Outsourcing, Professional Services, Team Building, Team Leadership, Team Management, Microsoft Office, Excel, Word, PowerPoint, Writing, CFA, Series 7, Series 63, Series 86, Series 87
Education
Duke University - The Fuqua School of Business 2004 — 2006
Master of Business Administration
University of Michigan - Stephen M. Ross School of Business 1995 — 2000
Bachelor of Business Administration with Distinction
Vantiv August 2012 - Present
Morgan Stanley October 2009 - July 2012
Citi August 2006 - October 2009
Citi Investment Research June 2005 - August 2005
Accenture June 2000 - July 2004
Skills
Data Analysis, Economics, Equity Research, Equities, Financial Analysis, Forecasting, Fundamental Research, Industry Analysis, Predictive Analytics, Predictive Modeling, Proprietary, Research, Valuation, Outsourcing, Professional Services, Team Building, Team Leadership, Team Management, Microsoft Office, Excel, Word, PowerPoint, Writing, CFA, Series 7, Series 63, Series 86, Series 87
Education
Duke University - The Fuqua School of Business 2004 — 2006
Master of Business Administration
University of Michigan - Stephen M. Ross School of Business 1995 — 2000
Bachelor of Business Administration with Distinction
James Hoch's Morgan Stanley Experience 2009 - 2009
Job Finance Manager at Capital One
Industry Financial Services
Experience
Capital One December 2014 - Present
Whole Foods Market 2014 - 2014
Capital One 2012 - 2014
PAE 2010 - 2012
Lockheed Martin 2009 - 2011
Morgan Stanley 2009 - 2009
US Army 2001 - 2006
Skills
Security Clearance, Afghanistan, DoD, Government Contracting, Financial Analysis, Operational Planning, Process Improvement, Risk Management, Strategic Planning, Cross-functional Team..., Financial Modeling, Risk Assessment, Military Operations, Project Planning, Operations Management, Proposal Writing, Earned Value Management, Finance, Internal Audit, Internal Controls, Auditing, Leadership, Corporate Finance
Education
Duke University - The Fuqua School of Business
MBA, Business Administration
Florida State University
BS & BA, Finance, Applied Economics
JK Mullen
Capital One December 2014 - Present
Whole Foods Market 2014 - 2014
Capital One 2012 - 2014
PAE 2010 - 2012
Lockheed Martin 2009 - 2011
Morgan Stanley 2009 - 2009
US Army 2001 - 2006
Skills
Security Clearance, Afghanistan, DoD, Government Contracting, Financial Analysis, Operational Planning, Process Improvement, Risk Management, Strategic Planning, Cross-functional Team..., Financial Modeling, Risk Assessment, Military Operations, Project Planning, Operations Management, Proposal Writing, Earned Value Management, Finance, Internal Audit, Internal Controls, Auditing, Leadership, Corporate Finance
Education
Duke University - The Fuqua School of Business
MBA, Business Administration
Florida State University
BS & BA, Finance, Applied Economics
JK Mullen
Zoey Zhao Zoey Zhao's Morgan Stanley Experience June 2014 - August 2014
Job Quantitative Researcher at Citadel LLC
Industry Financial Services
Experience
Citadel LLC January 2015 - Present
Duke University August 2011 - January 2015
Morgan Stanley June 2014 - August 2014
Duke Graduate Finance Club January 2013 - January 2014
IBM Thomas J Watson Research Center June 2013 - August 2013
UBS Investment Bank June 2010 - August 2010
Skills
Time Series Analysis, Statistics, R, Matlab, Statistical Arbitrage, Economics, Investment Portfolio, Econometrics, GPU, Bayesian statistics, Data Analysis, High Dimensional Data..., Baysian Decision Theory, Monte Carlo Simulation, SAS, Microsoft Excel, Data Mining, Asset Allocation, Trading Strategies, Machine Learning, C++
Education
Duke University 2011 — 2015
Doctor of Philosophy (Ph.D.), Statistics
Peking University 2007 — 2011
Bachelor of Science (B.S.), Mathematics and Applied Mathematics
Citadel LLC January 2015 - Present
Duke University August 2011 - January 2015
Morgan Stanley June 2014 - August 2014
Duke Graduate Finance Club January 2013 - January 2014
IBM Thomas J Watson Research Center June 2013 - August 2013
UBS Investment Bank June 2010 - August 2010
Skills
Time Series Analysis, Statistics, R, Matlab, Statistical Arbitrage, Economics, Investment Portfolio, Econometrics, GPU, Bayesian statistics, Data Analysis, High Dimensional Data..., Baysian Decision Theory, Monte Carlo Simulation, SAS, Microsoft Excel, Data Mining, Asset Allocation, Trading Strategies, Machine Learning, C++
Education
Duke University 2011 — 2015
Doctor of Philosophy (Ph.D.), Statistics
Peking University 2007 — 2011
Bachelor of Science (B.S.), Mathematics and Applied Mathematics
Ken Ebeling, CIMA® Ken Ebeling, CIMA®'s Morgan Stanley Experience August 2009 - June 2010
Job Vice President National Accounts, DCIO at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management June 2010 - Present
Morgan Stanley August 2009 - June 2010
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA)
Yale University 2005 — 2009
Bachelor of Arts (BA), Political Science
Lazard Asset Management June 2010 - Present
Morgan Stanley August 2009 - June 2010
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA)
Yale University 2005 — 2009
Bachelor of Arts (BA), Political Science
Andrew Wilson's Morgan Stanley Experience February 2007 - July 2007
Job Investment Banker at Janney Montgomery Scott LLC
Industry Investment Banking
Experience
Janney Montgomery Scott LLC November 2014 - Present
J.P. Morgan July 2013 - November 2014
Wilson Sonsini Goodrich & Rosati September 2012 - June 2013
Wilson Sonsini Goodrich and Rosati June 2011 - September 2011
Wilson Sonsini Goodrich and Rosati June 2010 - August 2010
Morgan Stanley February 2007 - July 2007
Skills
Corporate Law, Corporate Finance, Financial Modeling, Mergers, Valuation, Restructuring, Private Equity, LBO, Equity Valuation, Banking Law, Due Diligence, Financial Analysis, Debt, Venture Capital, Divestitures, DCF, Project Finance, Business Valuation, Corporate Governance, Structuring, IPO, Joint Ventures, Corporate Development, Investments, Equity Research, Investment Banking, Capital Markets, Securities Law, Asset Management, Equities, Start-ups, Equity Capital Markets, Reorganization, Industry Analysis, Credit Analysis, Capital Budgeting, Business Strategy, Dispositions, Bankruptcy, Structured Finance
Education
Duke University - Fuqua School of Business 2010 — 2012
MBA, Finance, Investment, M&A, Law
Duke University School of Law 2008 — 2012
JD, Law
Janney Montgomery Scott LLC November 2014 - Present
J.P. Morgan July 2013 - November 2014
Wilson Sonsini Goodrich & Rosati September 2012 - June 2013
Wilson Sonsini Goodrich and Rosati June 2011 - September 2011
Wilson Sonsini Goodrich and Rosati June 2010 - August 2010
Morgan Stanley February 2007 - July 2007
Skills
Corporate Law, Corporate Finance, Financial Modeling, Mergers, Valuation, Restructuring, Private Equity, LBO, Equity Valuation, Banking Law, Due Diligence, Financial Analysis, Debt, Venture Capital, Divestitures, DCF, Project Finance, Business Valuation, Corporate Governance, Structuring, IPO, Joint Ventures, Corporate Development, Investments, Equity Research, Investment Banking, Capital Markets, Securities Law, Asset Management, Equities, Start-ups, Equity Capital Markets, Reorganization, Industry Analysis, Credit Analysis, Capital Budgeting, Business Strategy, Dispositions, Bankruptcy, Structured Finance
Education
Duke University - Fuqua School of Business 2010 — 2012
MBA, Finance, Investment, M&A, Law
Duke University School of Law 2008 — 2012
JD, Law
Joe Carroll Joe Carroll's Morgan Stanley Experience July 2010 - Present
Job Technology Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2010 - Present
Morgan Stanley June 2009 - August 2009
St Joseph's Junior School June 2008 - August 2008
Skills
Scala, Java, Hibernate, Python, Test Driven Development, JavaScript, C#, Objective-C, CSS, Unix, SQL, Spring, XML
Education
Durham University 2007 — 2010
BSc 1:1, Computer Science
Morgan Stanley July 2010 - Present
Morgan Stanley June 2009 - August 2009
St Joseph's Junior School June 2008 - August 2008
Skills
Scala, Java, Hibernate, Python, Test Driven Development, JavaScript, C#, Objective-C, CSS, Unix, SQL, Spring, XML
Education
Durham University 2007 — 2010
BSc 1:1, Computer Science
Elton Ndoma-Ogar Elton Ndoma-Ogar's Morgan Stanley Experience August 2003 - January 2006
Job Director, Diversity and Inclusion at Raytheon
Industry Human Resources
Experience
Raytheon Company May 2012 - Present
MBA JumpStart March 2004 - Present
BP July 2009 - May 2012
Merrill Lynch January 2006 - July 2009
Morgan Stanley August 2003 - January 2006
Skills
Diversity & Inclusion, Talent Management, Change Management, Employee Engagement, Performance Management, Organizational..., Leadership Development, Executive Coaching, Employee Relations, Strategic Planning, Process Improvement, Succession Planning, HRIS, Recruiting
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Finance
Wake Forest University 1991 — 1996
BS, Health Sciences
Raytheon Company May 2012 - Present
MBA JumpStart March 2004 - Present
BP July 2009 - May 2012
Merrill Lynch January 2006 - July 2009
Morgan Stanley August 2003 - January 2006
Skills
Diversity & Inclusion, Talent Management, Change Management, Employee Engagement, Performance Management, Organizational..., Leadership Development, Executive Coaching, Employee Relations, Strategic Planning, Process Improvement, Succession Planning, HRIS, Recruiting
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Finance
Wake Forest University 1991 — 1996
BS, Health Sciences
Sayanta Dutta Sayanta Dutta's Morgan Stanley Experience August 2012 - Present
Job McKinsey Alumnus & Investment Banker at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2012 - Present
McKinsey & Company May 2005 - June 2010
AbsolutData Technologies May 2004 - May 2005
Skills
Mergers, Management Consulting, Energy, Investment Banking, Strategy, Finance, Equities, Financial Modeling, Business Strategy, Valuation, Corporate Finance, Due Diligence, Emerging Markets
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance & Strategy
St. Stephen's College 2001 — 2004
Bachelor's Degree, Physics
FAIPS 1998 — 2001
Diploma, Sciences and Math
Morgan Stanley August 2012 - Present
McKinsey & Company May 2005 - June 2010
AbsolutData Technologies May 2004 - May 2005
Skills
Mergers, Management Consulting, Energy, Investment Banking, Strategy, Finance, Equities, Financial Modeling, Business Strategy, Valuation, Corporate Finance, Due Diligence, Emerging Markets
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance & Strategy
St. Stephen's College 2001 — 2004
Bachelor's Degree, Physics
FAIPS 1998 — 2001
Diploma, Sciences and Math
Patrick Cicco, ARM Patrick Cicco, ARM's Morgan Stanley Experience November 2002 - April 2003
Job Manager Risk Management at Guardian Industries Corp.
Industry Insurance
Experience
Guardian Industries August 2008 - Present
Marsh June 2003 - August 2008
Morgan Stanley November 2002 - April 2003
PNC Bank May 2001 - January 2003
Skills
Financial Analysis, Underwriting, Insurance, Property & Casualty..., Management, Financial Risk, Analysis, Business Analysis, Finance, Mergers & Acquisitions, Auditing, Strategy, Banking, Training, Accounting, @Risk
Education
Duquesne University 1999 — 2003
Bachelor of Science in Business Administration, Finance
Guardian Industries August 2008 - Present
Marsh June 2003 - August 2008
Morgan Stanley November 2002 - April 2003
PNC Bank May 2001 - January 2003
Skills
Financial Analysis, Underwriting, Insurance, Property & Casualty..., Management, Financial Risk, Analysis, Business Analysis, Finance, Mergers & Acquisitions, Auditing, Strategy, Banking, Training, Accounting, @Risk
Education
Duquesne University 1999 — 2003
Bachelor of Science in Business Administration, Finance
Marc Bode Marc Bode's Morgan Stanley Experience June 2012 - July 2013
Job Duke Law School, Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley June 2012 - July 2013
Morgan Stanley July 2009 - June 2012
Morgan Stanley August 2008 - July 2009
Morgan Stanley June 2006 - August 2008
Education
Duke University School of Law 2014 — 2017
Juris Doctor
Harvard University 2005 — 2006
Visiting Student, Economics
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2003 — 2006
Bachelor of Arts (B.A.), Economics & Finance
Morgan Stanley June 2012 - July 2013
Morgan Stanley July 2009 - June 2012
Morgan Stanley August 2008 - July 2009
Morgan Stanley June 2006 - August 2008
Education
Duke University School of Law 2014 — 2017
Juris Doctor
Harvard University 2005 — 2006
Visiting Student, Economics
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2003 — 2006
Bachelor of Arts (B.A.), Economics & Finance
Rob Cushman's Morgan Stanley Experience 2005 - 2008
Job Company and Brand Builder I Strategic Marketing Leader I Expert in Acquiring Customers and Increasing Revenues
Industry Marketing and Advertising
Experience
First Data Corporation August 2015 - Present
GLG (Gerson Lehrman Group) 2015 - August 2015
Alden Consulting Group August 2014 - August 2015
Citigroup 2008 - July 2014
Morgan Stanley 2005 - 2008
JPMorgan Chase 2001 - 2005
Pipe9 2000 - 2001
Citigroup 1998 - 2000
Boston Beer Company 1996 - 1997
Ocean Spray Cranberries 1989 - 1996
Skills
Start-ups, Marketing, Market Research, Brand Development, Analytics, Brand Management, New Business Development, Digital Marketing, Database Marketing, Banking, Relationship Management, E-commerce, Advertising, Business Development, Portfolio Management, Marketing Communications, Digital Strategy, P&L Management, Marketing Management
Education
Duke University - The Fuqua School of Business
MBA, Marketing
Franklin & Marshall College
BA, History
First Data Corporation August 2015 - Present
GLG (Gerson Lehrman Group) 2015 - August 2015
Alden Consulting Group August 2014 - August 2015
Citigroup 2008 - July 2014
Morgan Stanley 2005 - 2008
JPMorgan Chase 2001 - 2005
Pipe9 2000 - 2001
Citigroup 1998 - 2000
Boston Beer Company 1996 - 1997
Ocean Spray Cranberries 1989 - 1996
Skills
Start-ups, Marketing, Market Research, Brand Development, Analytics, Brand Management, New Business Development, Digital Marketing, Database Marketing, Banking, Relationship Management, E-commerce, Advertising, Business Development, Portfolio Management, Marketing Communications, Digital Strategy, P&L Management, Marketing Management
Education
Duke University - The Fuqua School of Business
MBA, Marketing
Franklin & Marshall College
BA, History
Cynthia Meyn Cynthia Meyn's Morgan Stanley Experience May 1985 - January 1992
Job Executive Vice President, Operations at PIMCO
Industry Investment Management
Experience
PIMCO August 2008 - Present
Morgan Stanley Investment Management July 2006 - May 2008
AllianceBernstein February 2000 - June 2006
Cantor Fitzgerald July 1998 - November 1999
Fuji Capital Markets Corporation April 1993 - April 1998
Lehman Brothers January 1992 - January 1993
Morgan Stanley May 1985 - January 1992
Skills
Derivatives, Fixed Income, Asset Management, Investments, Equities, Technology, Operations, Investment Management, Trading, Asset Managment, Financial Advisory, Financial Services, Prime Brokerage, Capital Markets, Back Office, Financial Risk, Mutual Funds, Alternative Investments, Corporate Actions, Equity Derivatives, Hedge Funds, Trading Systems, Portfolio Management, Securities, Vendor Relationships
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Smith College 1982 — 1986
BA, Philosophy
Walnut HIls High School
PIMCO August 2008 - Present
Morgan Stanley Investment Management July 2006 - May 2008
AllianceBernstein February 2000 - June 2006
Cantor Fitzgerald July 1998 - November 1999
Fuji Capital Markets Corporation April 1993 - April 1998
Lehman Brothers January 1992 - January 1993
Morgan Stanley May 1985 - January 1992
Skills
Derivatives, Fixed Income, Asset Management, Investments, Equities, Technology, Operations, Investment Management, Trading, Asset Managment, Financial Advisory, Financial Services, Prime Brokerage, Capital Markets, Back Office, Financial Risk, Mutual Funds, Alternative Investments, Corporate Actions, Equity Derivatives, Hedge Funds, Trading Systems, Portfolio Management, Securities, Vendor Relationships
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Smith College 1982 — 1986
BA, Philosophy
Walnut HIls High School
John F. Hanley, CFA John F. Hanley, CFA's Morgan Stanley Experience August 2001 - November 2004
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs December 2004 - Present
Morgan Stanley August 2001 - November 2004
Reuters News Agency 1992 - 1999
Futures World News August 1989 - November 1992
Skills
Options, Equities, Securities, Financial Services, Management, Alternative Investments, Fixed Income, Bloomberg, Investment Banking, Derivatives, Private Equity, Capital Markets, Series 7, Valuation, Financial Modeling, Portfolio Management, Trading, Asset Management, Investments, Wealth Management, Mutual Funds, Corporate Finance, Investment Strategies, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Finance
New York University 1990 — 1992
Certificate, International Studies
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Journalism
New Trier 1981 — 1985
Goldman Sachs December 2004 - Present
Morgan Stanley August 2001 - November 2004
Reuters News Agency 1992 - 1999
Futures World News August 1989 - November 1992
Skills
Options, Equities, Securities, Financial Services, Management, Alternative Investments, Fixed Income, Bloomberg, Investment Banking, Derivatives, Private Equity, Capital Markets, Series 7, Valuation, Financial Modeling, Portfolio Management, Trading, Asset Management, Investments, Wealth Management, Mutual Funds, Corporate Finance, Investment Strategies, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Finance
New York University 1990 — 1992
Certificate, International Studies
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Journalism
New Trier 1981 — 1985
Jamie Orr Jamie Orr's Morgan Stanley Experience August 2014 - Present
Job Executive Assistant
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Velti August 2012 - September 2013
Infanttools May 2010 - July 2012
Harris Interactive Inc. March 2009 - May 2010
TNS April 2000 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Customer Service, PowerPoint, Outlook, Troubleshooting, Not for Profit, Clerical Skills, Clerical Work, Dependable Team Player, Structural Engineering, Staff Supervision, Office Management, Administration, Office Administration, Administrative...
Education
Duquesne University 2000 — 2003
Bachelor of Science (BS), Communication Sciences and Disorders, General
SUNY New Paltz 1993 — 1997
Communication Sciences and Disorders, General
Morgan Stanley August 2014 - Present
Velti August 2012 - September 2013
Infanttools May 2010 - July 2012
Harris Interactive Inc. March 2009 - May 2010
TNS April 2000 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Customer Service, PowerPoint, Outlook, Troubleshooting, Not for Profit, Clerical Skills, Clerical Work, Dependable Team Player, Structural Engineering, Staff Supervision, Office Management, Administration, Office Administration, Administrative...
Education
Duquesne University 2000 — 2003
Bachelor of Science (BS), Communication Sciences and Disorders, General
SUNY New Paltz 1993 — 1997
Communication Sciences and Disorders, General
Yanyun Xiao Yanyun Xiao's Morgan Stanley Experience June 2012 - 2012
Job Financial Analyst at Caine Mitter & Associates
Industry Financial Services
Experience
Caine Mitter & Associates July 2013 - Present
Center on Globalization, Governance & Competitiveness September 2012 - May 2013
Morgan Stanley June 2012 - 2012
Duke University May 2011 - August 2011
College Fashionista January 2010 - May 2010
Gia Ventola Couture March 2009 - June 2009
Skills
Microsoft Excel, Stata, JMP, Market Research, Start-ups, PowerPoint, Financial Analysis, Negotiation, Microsoft Word, Microsoft Publisher, Visual Arts, Fashion Blogging, Public Policy, Equities
Education
Duke University 2009 — 2013
Bachelor of Science (B.S.), Economics (Finance Concentration) & Public Policy (International Policy Concentration) Double Major
NYU in Shanghai 2011 — 2011
Study Abroad Program
Caine Mitter & Associates July 2013 - Present
Center on Globalization, Governance & Competitiveness September 2012 - May 2013
Morgan Stanley June 2012 - 2012
Duke University May 2011 - August 2011
College Fashionista January 2010 - May 2010
Gia Ventola Couture March 2009 - June 2009
Skills
Microsoft Excel, Stata, JMP, Market Research, Start-ups, PowerPoint, Financial Analysis, Negotiation, Microsoft Word, Microsoft Publisher, Visual Arts, Fashion Blogging, Public Policy, Equities
Education
Duke University 2009 — 2013
Bachelor of Science (B.S.), Economics (Finance Concentration) & Public Policy (International Policy Concentration) Double Major
NYU in Shanghai 2011 — 2011
Study Abroad Program
Thomas Carrier Thomas Carrier's Morgan Stanley Experience 1992 - 2007
Job Partner at Offit Capital
Industry Financial Services
Experience
Offit Capital July 2007 - Present
Morgan Stanley 1992 - 2007
Education
Harvard Business School 1995 — 1997
MBA
Duke University 1987 — 1991
A.B.
Offit Capital July 2007 - Present
Morgan Stanley 1992 - 2007
Education
Harvard Business School 1995 — 1997
MBA
Duke University 1987 — 1991
A.B.
Kevin Breen Kevin Breen's Morgan Stanley Experience June 2010 - August 2011
Job SVP: Senior Strategy & Sales Manager at US Bank
Industry Financial Services
Experience
US Bank August 2011 - Present
Morgan Stanley June 2010 - August 2011
US Bank 1996 - 2010
First Union National Bank 1996 - 2005
Education
Duke University - The Fuqua School of Business 2003 — 2004
MBA
Florida State University 1992 — 1996
BS, Finance & Psychology
US Bank August 2011 - Present
Morgan Stanley June 2010 - August 2011
US Bank 1996 - 2010
First Union National Bank 1996 - 2005
Education
Duke University - The Fuqua School of Business 2003 — 2004
MBA
Florida State University 1992 — 1996
BS, Finance & Psychology
Michael Kalisch, CFP®, MBA Michael Kalisch, CFP®, MBA's Morgan Stanley Experience January 2001 - January 2006
Job CERTIFIED FINANCIAL PLANNER™ professional at LPL Financial
Industry Financial Services
Experience
Kalisch Private Wealth (LPL Financial) January 2006 - Present
Morgan Stanley January 2001 - January 2006
Education
Duke University - The Fuqua School of Business 2008 — 2009
Master of Business Administration (MBA), Finance, General
Florida State University 1996 — 2001
Bachelor of Science (BS), Marketing
Kalisch Private Wealth (LPL Financial) January 2006 - Present
Morgan Stanley January 2001 - January 2006
Education
Duke University - The Fuqua School of Business 2008 — 2009
Master of Business Administration (MBA), Finance, General
Florida State University 1996 — 2001
Bachelor of Science (BS), Marketing
Eddie Breaux Eddie Breaux's Morgan Stanley Experience 2000 - 2000
Job Director, Human Resources at Fulton County Schools
Industry Education Management
Experience
Fulton County Schools July 2015 - Present
Fulton County Schools July 2014 - June 2015
Fulton County Schools July 2012 - June 2014
Abt Associates September 2008 - July 2010
Peace Corps 2004 - 2006
LaSalle Investment Management June 2001 - August 2004
Morgan Stanley 2000 - 2000
Education
Duke University - The Fuqua School of Business 2010 — 2012
M.B.A., Management & Financial Analysis
Harvard University Graduate School of Education 2007 — 2008
Ed.M.
Morehouse College 1997 — 2001
BA, Business Administration - Finance
Fulton County Schools July 2015 - Present
Fulton County Schools July 2014 - June 2015
Fulton County Schools July 2012 - June 2014
Abt Associates September 2008 - July 2010
Peace Corps 2004 - 2006
LaSalle Investment Management June 2001 - August 2004
Morgan Stanley 2000 - 2000
Education
Duke University - The Fuqua School of Business 2010 — 2012
M.B.A., Management & Financial Analysis
Harvard University Graduate School of Education 2007 — 2008
Ed.M.
Morehouse College 1997 — 2001
BA, Business Administration - Finance
Nicole Peoples Cook Nicole Peoples Cook's Morgan Stanley Experience 1994 - 1996
Job Brand Management
Industry Marketing and Advertising
Experience
Georgia-Pacific LLC January 2015 - Present
Georgia-Pacific LLC 2012 - Present
The Capre Group 2010 - 2012
The Coca-Cola Company 2006 - 2009
The Coca-Cola Company 2004 - 2006
Unilever HPC 1999 - 2004
Morgan Stanley 1994 - 1996
Skills
Integrated Marketing, Brand Management, Strategy, Marketing Strategy, Cross-functional Team..., Marketing, Product Development, Consumer Products, Brand Architecture, Management, Leadership, Retail, Shopper Marketing, Strategic Thinking, Product Innovation, Enterprise Software, Customer Insight, Competitive Analysis, Retail Marketing, Marketing Research
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Business
Spelman College 1990 — 1994
John Burroughs School 1984 — 1990
High School Diploma
Georgia-Pacific LLC January 2015 - Present
Georgia-Pacific LLC 2012 - Present
The Capre Group 2010 - 2012
The Coca-Cola Company 2006 - 2009
The Coca-Cola Company 2004 - 2006
Unilever HPC 1999 - 2004
Morgan Stanley 1994 - 1996
Skills
Integrated Marketing, Brand Management, Strategy, Marketing Strategy, Cross-functional Team..., Marketing, Product Development, Consumer Products, Brand Architecture, Management, Leadership, Retail, Shopper Marketing, Strategic Thinking, Product Innovation, Enterprise Software, Customer Insight, Competitive Analysis, Retail Marketing, Marketing Research
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Business
Spelman College 1990 — 1994
John Burroughs School 1984 — 1990
High School Diploma
Sherry Perchik, CFA's Morgan Stanley Experience January 2015 - Present
Job Vice President, Financial Advisor, Premier Wealth Management Group, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
J.P. Morgan January 2010 - January 2015
AEGON August 2006 - June 2009
AEGON December 2001 - August 2006
Darwin Networks, Inc. February 1999 - November 2000
First Chicago Capital Markets, Inc. August 1993 - August 1997
The Robinson-Humphrey Company August 1986 - August 1989
Skills
Fixed Income, Investments, Alternative Investments, Hedge Funds, Portfolio Management, Capital Markets, Asset Allocation, Asset Managment, Financial Modeling, Derivatives, Equities, Securities, Risk Management, Finance, Asset Management
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Business/Finance
Tulane University - A.B. Freeman School of Business 1982 — 1986
BSM, Business/Finance
The Montgomery Academy 1970 — 1982
High School Diploma
Morgan Stanley January 2015 - Present
J.P. Morgan January 2010 - January 2015
AEGON August 2006 - June 2009
AEGON December 2001 - August 2006
Darwin Networks, Inc. February 1999 - November 2000
First Chicago Capital Markets, Inc. August 1993 - August 1997
The Robinson-Humphrey Company August 1986 - August 1989
Skills
Fixed Income, Investments, Alternative Investments, Hedge Funds, Portfolio Management, Capital Markets, Asset Allocation, Asset Managment, Financial Modeling, Derivatives, Equities, Securities, Risk Management, Finance, Asset Management
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Business/Finance
Tulane University - A.B. Freeman School of Business 1982 — 1986
BSM, Business/Finance
The Montgomery Academy 1970 — 1982
High School Diploma
Seamus FitzPatrick Seamus FitzPatrick's Morgan Stanley Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
GIC May 2014 - July 2014
Duke University August 2013 - April 2014
Madison Wealth, LLC May 2013 - August 2013
Skills
Economics, Microsoft Excel, Stata
Education
Duke University 2012 — 2016
Bachelor of Science, Economics (BS)
UCL 2014 — 2014
Economics
Bethlehem Central High School 2008 — 2012
Advanced Regents Diploma
Morgan Stanley June 2015 - August 2015
GIC May 2014 - July 2014
Duke University August 2013 - April 2014
Madison Wealth, LLC May 2013 - August 2013
Skills
Economics, Microsoft Excel, Stata
Education
Duke University 2012 — 2016
Bachelor of Science, Economics (BS)
UCL 2014 — 2014
Economics
Bethlehem Central High School 2008 — 2012
Advanced Regents Diploma
Vinay Patel Vinay Patel's Morgan Stanley Experience July 2013 - Present
Job Senior Technology Manager
Industry Information Technology and Services
Experience
Morgan Stanley July 2013 - Present
Booz Allen Hamilton August 2008 - July 2013
LoyaltyOne August 2007 - June 2008
Verizon Wireless March 2007 - August 2007
BearingPoint April 2004 - March 2007
Real Soft Inc March 2003 - March 2004
eComServer, Inc August 2000 - March 2003
Skills
Project Management, Contact Center..., Contact Centers, Avaya, CRM, Project Planning, Call Center, IVR, Workforce Management, Vendor Management, Customer Experience, Business Process..., Telecommunications, Outsourcing, CTI, Process Improvement, Business Analysis, Strategic Technology..., Problem Solving, Program Management, Training Delivery, Business Transformation, Voice of the Customer, Performance Management, Quality Management, Customer Satisfaction, Result Oriented, IT Management, Analytic Problem Solving, Cost Benefit, ROI Justification, Operational..., Cross-Channel, Customer Centric..., Call Centers, Management Consulting, SDLC, Business Requirements, Management, Strategic Planning, IT Strategy, Systems Integration, Large Systems..., Technical Architecture, Strategy Development..., Integration, Team Management, Business Process..., PMP, PMO
Education
Virginia Polytechnic Institute and State University 2011 — 2013
Executive MBA, Business Administration and Management, General
New Jersey Institute of Technology 2005 — 2006
Graduate Certificate, Technology Management
New Jersey Institute of Technology 2003 — 2006
Master’s Degree, Information Systems
New Jersey Institute of Technology 2002 — 2003
Graduate Certificate, Information Systems Design and Development
Rutgers, The State University of New Jersey-Newark 1998 — 2000
Bachelor’s Degree, Information Systems
Duquesne University 1995 — 1998
Morgan Stanley July 2013 - Present
Booz Allen Hamilton August 2008 - July 2013
LoyaltyOne August 2007 - June 2008
Verizon Wireless March 2007 - August 2007
BearingPoint April 2004 - March 2007
Real Soft Inc March 2003 - March 2004
eComServer, Inc August 2000 - March 2003
Skills
Project Management, Contact Center..., Contact Centers, Avaya, CRM, Project Planning, Call Center, IVR, Workforce Management, Vendor Management, Customer Experience, Business Process..., Telecommunications, Outsourcing, CTI, Process Improvement, Business Analysis, Strategic Technology..., Problem Solving, Program Management, Training Delivery, Business Transformation, Voice of the Customer, Performance Management, Quality Management, Customer Satisfaction, Result Oriented, IT Management, Analytic Problem Solving, Cost Benefit, ROI Justification, Operational..., Cross-Channel, Customer Centric..., Call Centers, Management Consulting, SDLC, Business Requirements, Management, Strategic Planning, IT Strategy, Systems Integration, Large Systems..., Technical Architecture, Strategy Development..., Integration, Team Management, Business Process..., PMP, PMO
Education
Virginia Polytechnic Institute and State University 2011 — 2013
Executive MBA, Business Administration and Management, General
New Jersey Institute of Technology 2005 — 2006
Graduate Certificate, Technology Management
New Jersey Institute of Technology 2003 — 2006
Master’s Degree, Information Systems
New Jersey Institute of Technology 2002 — 2003
Graduate Certificate, Information Systems Design and Development
Rutgers, The State University of New Jersey-Newark 1998 — 2000
Bachelor’s Degree, Information Systems
Duquesne University 1995 — 1998
Harry Brodsky's Morgan Stanley Experience April 2011 - June 2012
Job PrismTek Marketing Technologies
Industry Management Consulting
Experience
PrismTek Marketing September 2014 - Present
Brixmor November 2013 - October 2014
JetBlue Airways 2013 - 2013
HBO 2012 - 2013
Morgan Stanley April 2011 - June 2012
Societe Generale June 2010 - March 2011
Newscorp November 2007 - January 2010
Skills
Agile Project Management, Business Analysis, Work Flow Design, Project Management, Requirements Gathering, Software Documentation, Software Project..., Visio
Education
Duke University - The Fuqua School of Business 2010 — 2011
Pace University
Bachelor of Science, Information Technology
PrismTek Marketing September 2014 - Present
Brixmor November 2013 - October 2014
JetBlue Airways 2013 - 2013
HBO 2012 - 2013
Morgan Stanley April 2011 - June 2012
Societe Generale June 2010 - March 2011
Newscorp November 2007 - January 2010
Skills
Agile Project Management, Business Analysis, Work Flow Design, Project Management, Requirements Gathering, Software Documentation, Software Project..., Visio
Education
Duke University - The Fuqua School of Business 2010 — 2011
Pace University
Bachelor of Science, Information Technology
Corey Benjamin, CFA Corey Benjamin, CFA's Morgan Stanley Experience March 2004 - January 2006
Job Investment Banking Director at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2010 - Present
BB&T Capital Markets 2007 - March 2010
Circuit City Stores, Inc. January 2006 - March 2007
Morgan Stanley March 2004 - January 2006
Bear Stearns July 2001 - February 2004
Skills
Mergers & Acquisitions, Firm Valuation, Equity Research, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, Due Diligence, LBO, Financial Analysis, Corporate Development, Equities, Investments, Capital Markets, DCF, Hedge Funds, Business Valuation
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA
University of Virginia 1997 — 2001
Bachelor of Arts, Economics and Government
Harris Williams & Co. June 2010 - Present
BB&T Capital Markets 2007 - March 2010
Circuit City Stores, Inc. January 2006 - March 2007
Morgan Stanley March 2004 - January 2006
Bear Stearns July 2001 - February 2004
Skills
Mergers & Acquisitions, Firm Valuation, Equity Research, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, Due Diligence, LBO, Financial Analysis, Corporate Development, Equities, Investments, Capital Markets, DCF, Hedge Funds, Business Valuation
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA
University of Virginia 1997 — 2001
Bachelor of Arts, Economics and Government
Gregory Bosl Gregory Bosl's Morgan Stanley Experience August 2005 - July 2009
Job Vice President at Hyde Park Capital Partners, LLC
Industry Investment Banking
Experience
Hyde Park Capital Partners, LLC May 2015 - Present
EDF Trading July 2011 - April 2015
Morgan Stanley August 2005 - July 2009
Skills
Financial Modeling, Trading, Data Analysis, Risk Management, Loan Origination, Fixed Income
Education
Duke University - The Fuqua School of Business 2009 — 2011
Masters in Business Administration
University of Notre Dame 2001 — 2005
Bachelor of Science in Business Administration, Finance
Hyde Park Capital Partners, LLC May 2015 - Present
EDF Trading July 2011 - April 2015
Morgan Stanley August 2005 - July 2009
Skills
Financial Modeling, Trading, Data Analysis, Risk Management, Loan Origination, Fixed Income
Education
Duke University - The Fuqua School of Business 2009 — 2011
Masters in Business Administration
University of Notre Dame 2001 — 2005
Bachelor of Science in Business Administration, Finance
Tony (Mengran) Deng's Morgan Stanley Experience June 2013 - August 2013
Job CLO Primary Analyst at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
Citi June 2014 - August 2015
Morgan Stanley June 2013 - August 2013
Nomura International Hong Kong Limited July 2012 - August 2012
China Minsheng Banking Corp.ltd July 2011 - August 2011
Skills
Stata, R, Mandarin, Bloomberg Terminal, Economics, Bloomberg, Microsoft Office, Data Analysis, Financial Modeling, Microsoft Excel, Python, Chinese, Java, Unix
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Economics
Duke University 2010 — 2014
Bachelor of Science (BS), Statistics
High School Affiliated to Renmin University of China 2004 — 2010
Science
Citi August 2015 - Present
Citi June 2014 - August 2015
Morgan Stanley June 2013 - August 2013
Nomura International Hong Kong Limited July 2012 - August 2012
China Minsheng Banking Corp.ltd July 2011 - August 2011
Skills
Stata, R, Mandarin, Bloomberg Terminal, Economics, Bloomberg, Microsoft Office, Data Analysis, Financial Modeling, Microsoft Excel, Python, Chinese, Java, Unix
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Economics
Duke University 2010 — 2014
Bachelor of Science (BS), Statistics
High School Affiliated to Renmin University of China 2004 — 2010
Science
Eric Javidi Eric Javidi's Morgan Stanley Experience January 2005 - June 2007
Job Senior Vice President at Kayne Anderson Capital Advisors
Industry Investment Management
Experience
Kayne Anderson Capital Advisors, L.P. June 2015 - Present
UBS Investment Bank August 2012 - June 2015
Barclays Investment Bank July 2009 - July 2012
Lehman Brothers May 2008 - June 2008
Morgan Stanley January 2005 - June 2007
Skills
Capital Markets, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Due Diligence, Financial Structuring, Investment Banking, Valuation, Private Equity, Negotiation, MLP, Oil & Gas Industry, Midstream, Business Development, Operational Due..., Financial Statement..., Financial Engineering, Pipelines, Shale, Hedge Funds, Asset Management, Closed-end Funds, Alternative Investments, Investments, Trading, Energy Markets, Buy-side, Equities
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting / Finance
University of California, Davis
Bachelor's degree, Economics / Psychology
Rio Americano HS
Kayne Anderson Capital Advisors, L.P. June 2015 - Present
UBS Investment Bank August 2012 - June 2015
Barclays Investment Bank July 2009 - July 2012
Lehman Brothers May 2008 - June 2008
Morgan Stanley January 2005 - June 2007
Skills
Capital Markets, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Due Diligence, Financial Structuring, Investment Banking, Valuation, Private Equity, Negotiation, MLP, Oil & Gas Industry, Midstream, Business Development, Operational Due..., Financial Statement..., Financial Engineering, Pipelines, Shale, Hedge Funds, Asset Management, Closed-end Funds, Alternative Investments, Investments, Trading, Energy Markets, Buy-side, Equities
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting / Finance
University of California, Davis
Bachelor's degree, Economics / Psychology
Rio Americano HS
Jeremy Muhlfelder Jeremy Muhlfelder's Morgan Stanley Experience June 2014 - August 2014
Job JD/LLMLE Candidate at Duke University School of Law
Industry Higher Education
Experience
Duke University School of Law August 2015 - Present
University of Michigan September 2011 - May 2015
JusCollege 2014 - 2015
JusCollege 2014 - 2015
TAMID Group at Michigan January 2014 - December 2014
Morgan Stanley June 2014 - August 2014
24me June 2013 - August 2013
LJ Gonzer Associates May 2012 - August 2012
ShelfRelief January 2012 - May 2012
Skills
Marketing, Customer Service, Microsoft Office, PowerPoint, Quality Assurance, Research, Microsoft Excel, Networking, Facebook, Microsoft Word, Social Networking, Public Speaking, Social Media, Event Planning, Negotiation, Statistics, Leadership, Python, Fundraising, Organizational..., Data Analysis, Economics, Quantitative Analytics, Time Management
Education
Duke University School of Law 2015 — 2018
Doctor of Law (JD) and Master of Laws in Law and Entrepreneurship (LLMLE)
University of Michigan 2011 — 2015
Bachelor's Degree, Economics
Duke University School of Law August 2015 - Present
University of Michigan September 2011 - May 2015
JusCollege 2014 - 2015
JusCollege 2014 - 2015
TAMID Group at Michigan January 2014 - December 2014
Morgan Stanley June 2014 - August 2014
24me June 2013 - August 2013
LJ Gonzer Associates May 2012 - August 2012
ShelfRelief January 2012 - May 2012
Skills
Marketing, Customer Service, Microsoft Office, PowerPoint, Quality Assurance, Research, Microsoft Excel, Networking, Facebook, Microsoft Word, Social Networking, Public Speaking, Social Media, Event Planning, Negotiation, Statistics, Leadership, Python, Fundraising, Organizational..., Data Analysis, Economics, Quantitative Analytics, Time Management
Education
Duke University School of Law 2015 — 2018
Doctor of Law (JD) and Master of Laws in Law and Entrepreneurship (LLMLE)
University of Michigan 2011 — 2015
Bachelor's Degree, Economics
Stephanie Guan, CFA Stephanie Guan, CFA's Morgan Stanley Experience May 2007 - August 2007
Job Principal Financial Analyst at Cameron LNG
Industry Oil & Energy
Experience
Cameron LNG March 2015 - Present
Cameron LNG September 2014 - February 2015
Sempra U.S. Gas & Power May 2013 - August 2014
Bank of America Merrill Lynch June 2008 - December 2012
Morgan Stanley May 2007 - August 2007
Skills
Fixed Income, Financial Modeling, Valuation, Equity Research, Financial Analysis, M&A analysis, Investments, Corporate Finance, Hedge Funds, Statistics, Capital Markets, Data Analysis, Bloomberg
Education
Duke University 2004 — 2008
Bachelor's Degree, Economics
Caesar Rodney High School
Cameron LNG March 2015 - Present
Cameron LNG September 2014 - February 2015
Sempra U.S. Gas & Power May 2013 - August 2014
Bank of America Merrill Lynch June 2008 - December 2012
Morgan Stanley May 2007 - August 2007
Skills
Fixed Income, Financial Modeling, Valuation, Equity Research, Financial Analysis, M&A analysis, Investments, Corporate Finance, Hedge Funds, Statistics, Capital Markets, Data Analysis, Bloomberg
Education
Duke University 2004 — 2008
Bachelor's Degree, Economics
Caesar Rodney High School
Scott J. Sauter Scott J. Sauter's Morgan Stanley Experience August 2015 - Present
Job Paralegal
Industry Legal Services
Experience
Morgan Stanley August 2015 - Present
Republican Committee of Allegheny County April 2015 - May 2015
Circulation Promotions Unlimited, Inc. February 2015 - April 2015
Choice Counsel November 2014 - February 2015
University of Pittsburgh April 2011 - April 2014
2013 Pittsburgh Mayoral Election September 2013 - November 2013
University of Pittsburgh May 2013 - August 2013
Skills
Legal Research, Microsoft Excel, Data Entry, Microsoft Word, PowerPoint, Filing, Telephone Skills, Non-fiction, General Office Work, Critical Thinking, Time Management, Research, Leadership, Microsoft Office
Education
Duquesne University School of Law 2014 — 2014
Paralegal Certification, Legal Assistant/Paralegal
University of Pittsburgh 2009 — 2014
Bachelor's Degree, Major: Pre-Law/U.S. History, Minor(s): Legal Studies and Religious Studies, Semester GPA: 3.6
York Catholic High School 2006 — 2009
HIgh School Diploma, High School diploma, GPA: 3.7
Morgan Stanley August 2015 - Present
Republican Committee of Allegheny County April 2015 - May 2015
Circulation Promotions Unlimited, Inc. February 2015 - April 2015
Choice Counsel November 2014 - February 2015
University of Pittsburgh April 2011 - April 2014
2013 Pittsburgh Mayoral Election September 2013 - November 2013
University of Pittsburgh May 2013 - August 2013
Skills
Legal Research, Microsoft Excel, Data Entry, Microsoft Word, PowerPoint, Filing, Telephone Skills, Non-fiction, General Office Work, Critical Thinking, Time Management, Research, Leadership, Microsoft Office
Education
Duquesne University School of Law 2014 — 2014
Paralegal Certification, Legal Assistant/Paralegal
University of Pittsburgh 2009 — 2014
Bachelor's Degree, Major: Pre-Law/U.S. History, Minor(s): Legal Studies and Religious Studies, Semester GPA: 3.6
York Catholic High School 2006 — 2009
HIgh School Diploma, High School diploma, GPA: 3.7
Todd Schwarzinger's Morgan Stanley Experience February 2012 - February 2015
Job Managing Director at Hercules Technology Growth Capital, Inc.
Industry Venture Capital & Private Equity
Experience
Hercules Technology Growth Capital, Inc. April 2015 - Present
Morgan Stanley February 2012 - February 2015
Morgan Stanley August 2006 - 2012
Lehman Brothers June 2005 - August 2005
Accenture August 1999 - June 2004
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Mergers, Healthcare, Venture Capital
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, Finance, Healthcare
Miami University 1995 — 1999
BA, Finance
Hercules Technology Growth Capital, Inc. April 2015 - Present
Morgan Stanley February 2012 - February 2015
Morgan Stanley August 2006 - 2012
Lehman Brothers June 2005 - August 2005
Accenture August 1999 - June 2004
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Mergers, Healthcare, Venture Capital
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, Finance, Healthcare
Miami University 1995 — 1999
BA, Finance
Jeffrey Todd Jeffrey Todd's Morgan Stanley Experience August 2015 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
KPMG October 2009 - July 2013
KPMG June 2008 - August 2008
Booz Allen Hamilton June 2007 - August 2007
Skills
Management Consulting, Quantitative Analysis, Risk Management, MS Office Suite, Excel, Business Process..., Data Analysis, Valuation, Due Diligence, Risk Analysis, Process Improvement, Quantitative Analytics, Business Process
Education
Duke Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Virginia 2005 — 2009
BS, Systems Engineering
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
KPMG October 2009 - July 2013
KPMG June 2008 - August 2008
Booz Allen Hamilton June 2007 - August 2007
Skills
Management Consulting, Quantitative Analysis, Risk Management, MS Office Suite, Excel, Business Process..., Data Analysis, Valuation, Due Diligence, Risk Analysis, Process Improvement, Quantitative Analytics, Business Process
Education
Duke Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Virginia 2005 — 2009
BS, Systems Engineering
Christina Rossi's Morgan Stanley Experience May 2005 - July 2011
Job Commercial Real Estate Ratings Associate at Standard and Poor's
Industry Financial Services
Experience
Standard & Poor's September 2013 - Present
Oppenheimer and Close June 2012 - August 2012
Morgan Stanley May 2005 - July 2011
Astec Consulting Group 2004 - 2004
Skills
PowerPoint, Equity Research, Microsoft Excel, Customer Service, Business Process, Cross-functional Team..., Analysis, Financial Modeling, Investments, Forecasting, Corporate Finance
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Concentrations in Corporate Finance and Financial Analysis
Fordham University 2001 — 2005
Bachelor of Arts (BA), Economics, Summa Cum Laude
Standard & Poor's September 2013 - Present
Oppenheimer and Close June 2012 - August 2012
Morgan Stanley May 2005 - July 2011
Astec Consulting Group 2004 - 2004
Skills
PowerPoint, Equity Research, Microsoft Excel, Customer Service, Business Process, Cross-functional Team..., Analysis, Financial Modeling, Investments, Forecasting, Corporate Finance
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Concentrations in Corporate Finance and Financial Analysis
Fordham University 2001 — 2005
Bachelor of Arts (BA), Economics, Summa Cum Laude
Tomohiro Ohashi Inoue Tomohiro Ohashi Inoue's Morgan Stanley Experience June 2012 - August 2012
Job Duke University The Fuqua School of Business
Industry Accounting
Experience
VentureINQ 2010 - Present
The Boston Consulting Group August 2012 - August 2012
Morgan Stanley June 2012 - August 2012
Eli Lilly and Company May 2012 - June 2012
PwC 2003 - 2010
Education
Duke Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA)
Peking University 2013 — 2013
Guanguhua School of Management, Exchange Program
Indian School of Business 2012 — 2013
Master of Business Administration (MBA), Exchange Program
Hitotsubashi University 1999 — 2003
Business Administration and Management, General, Bachelor's degree
VentureINQ 2010 - Present
The Boston Consulting Group August 2012 - August 2012
Morgan Stanley June 2012 - August 2012
Eli Lilly and Company May 2012 - June 2012
PwC 2003 - 2010
Education
Duke Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA)
Peking University 2013 — 2013
Guanguhua School of Management, Exchange Program
Indian School of Business 2012 — 2013
Master of Business Administration (MBA), Exchange Program
Hitotsubashi University 1999 — 2003
Business Administration and Management, General, Bachelor's degree
Chris Haberle Chris Haberle's Morgan Stanley Experience June 2006 - August 2008
Job Business Planner HoloLens at Microsoft
Industry Computer Software
Experience
Microsoft May 2015 - Present
Microsoft September 2014 - Present
Microsoft June 2013 - August 2014
Fuqua School of Business June 2011 - May 2013
Washington Nationals June 2012 - August 2012
International Finance Corporation September 2008 - June 2011
Morgan Stanley June 2006 - August 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Finance, Due Diligence, Equities, Strategy, Private Equity, Entrepreneurship, Project Finance, Sports Marketing, Global Client Management, New Business Development, Mergers & Acquisitions, Investments, Marketing Strategy, Strategic Planning, Competitive Analysis, International Business, Leadership, R, SQL
Education
Fuqua School of Business, Duke University 2011 — 2013
MBA, Finance
Texas A&M University 2001 — 2005
Finance
Microsoft May 2015 - Present
Microsoft September 2014 - Present
Microsoft June 2013 - August 2014
Fuqua School of Business June 2011 - May 2013
Washington Nationals June 2012 - August 2012
International Finance Corporation September 2008 - June 2011
Morgan Stanley June 2006 - August 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Finance, Due Diligence, Equities, Strategy, Private Equity, Entrepreneurship, Project Finance, Sports Marketing, Global Client Management, New Business Development, Mergers & Acquisitions, Investments, Marketing Strategy, Strategic Planning, Competitive Analysis, International Business, Leadership, R, SQL
Education
Fuqua School of Business, Duke University 2011 — 2013
MBA, Finance
Texas A&M University 2001 — 2005
Finance
Ben Horwitz Ben Horwitz's Morgan Stanley Experience August 2015 - Present
Job Associate, Investment Banking Division at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
Deloitte May 2011 - May 2013
Deloitte September 2008 - May 2011
Deloitte June 2007 - August 2007
Skills
Financial Services, US GAAP, GAAP, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Business Valuation, Financial Accounting, Auditing, Internal Audit, Financial Reporting, Big 4, Financial Modeling, Private Equity, Mergers & Acquisitions, CPA, Due Diligence, SEC filings
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business 2008 — 2009
MS, Business and Management: Focus in Accounting
University of Miami - School of Business 2004 — 2008
BBA, Accounting
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
Deloitte May 2011 - May 2013
Deloitte September 2008 - May 2011
Deloitte June 2007 - August 2007
Skills
Financial Services, US GAAP, GAAP, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Business Valuation, Financial Accounting, Auditing, Internal Audit, Financial Reporting, Big 4, Financial Modeling, Private Equity, Mergers & Acquisitions, CPA, Due Diligence, SEC filings
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business 2008 — 2009
MS, Business and Management: Focus in Accounting
University of Miami - School of Business 2004 — 2008
BBA, Accounting
Kaylan Christofferson Kaylan Christofferson's Morgan Stanley Experience August 2011 - September 2012
Job MPP/MBA Candidate at Duke University
Industry Philanthropy
Experience
GlobalGiving October 2012 - April 2015
Morgan Stanley August 2011 - September 2012
Morgan Stanley July 2009 - July 2011
Morgan Stanley June 2008 - August 2008
International Labour Organization (ILO) June 2007 - August 2007
Global Crossroad May 2006 - July 2006
Skills
Valuation, Bloomberg, Financial Analysis, Investment Banking, Financial Modeling, Capital Markets, Due Diligence, Emerging Markets, Equities, Economics, Fixed Income, Strategic Planning, Finance, Banking, Nonprofits, Corporate Finance, Social Entrepreneurship, Mergers & Acquisitions, Strategy, Fundraising, Equity Research, Private Equity, Venture Capital, Corporate Development, Analytics, Data Analysis, Financial Services, Derivatives
Education
Duke University - The Fuqua School of Business 2015 — 2018
Master of Business Administration (MBA)
Sanford School of Public Policy at Duke University 2015 — 2018
Master of Public Policy (MPP)
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Arts (B.A.), International/Global Studies
GlobalGiving October 2012 - April 2015
Morgan Stanley August 2011 - September 2012
Morgan Stanley July 2009 - July 2011
Morgan Stanley June 2008 - August 2008
International Labour Organization (ILO) June 2007 - August 2007
Global Crossroad May 2006 - July 2006
Skills
Valuation, Bloomberg, Financial Analysis, Investment Banking, Financial Modeling, Capital Markets, Due Diligence, Emerging Markets, Equities, Economics, Fixed Income, Strategic Planning, Finance, Banking, Nonprofits, Corporate Finance, Social Entrepreneurship, Mergers & Acquisitions, Strategy, Fundraising, Equity Research, Private Equity, Venture Capital, Corporate Development, Analytics, Data Analysis, Financial Services, Derivatives
Education
Duke University - The Fuqua School of Business 2015 — 2018
Master of Business Administration (MBA)
Sanford School of Public Policy at Duke University 2015 — 2018
Master of Public Policy (MPP)
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Arts (B.A.), International/Global Studies
Mark Rosenblum Mark Rosenblum's Morgan Stanley Experience April 2015 - Present
Job
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Jefferies LLC August 2013 - March 2015
modern guild May 2013 - July 2013
Epoch Investment Partners February 2009 - July 2011
Locke Capital Management March 2008 - November 2008
Hillman Capital Management April 2006 - March 2008
Lydian Wealth Management 2005 - 2006
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA
University of Maryland College Park 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Morgan Stanley April 2015 - Present
Jefferies LLC August 2013 - March 2015
modern guild May 2013 - July 2013
Epoch Investment Partners February 2009 - July 2011
Locke Capital Management March 2008 - November 2008
Hillman Capital Management April 2006 - March 2008
Lydian Wealth Management 2005 - 2006
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA
University of Maryland College Park 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Akrati Agarwal Akrati Agarwal's Morgan Stanley Experience June 2007 - August 2007
Job Associate at UBS
Industry Financial Services
Experience
UBS July 2015 - Present
UBS June 2014 - August 2014
Capgemini October 2012 - July 2013
Capgemini September 2010 - September 2012
JP Morgan June 2009 - August 2009
ING July 2008 - November 2008
Morgan Stanley June 2007 - August 2007
Skills
Financial Modeling, Portfolio Management, Investments, PMO, Financial Services, Hedge Funds, Finance, Mutual Funds, Valuation, Project Management
Education
Duke University - Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Tufts University 2006 — 2010
BA, Economics, Cum Laude
UBS July 2015 - Present
UBS June 2014 - August 2014
Capgemini October 2012 - July 2013
Capgemini September 2010 - September 2012
JP Morgan June 2009 - August 2009
ING July 2008 - November 2008
Morgan Stanley June 2007 - August 2007
Skills
Financial Modeling, Portfolio Management, Investments, PMO, Financial Services, Hedge Funds, Finance, Mutual Funds, Valuation, Project Management
Education
Duke University - Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Tufts University 2006 — 2010
BA, Economics, Cum Laude
Tom Keegan Tom Keegan's Morgan Stanley Experience 1995 - 1998
Job Managing Director, Institutional Credit Sales at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald 2009 - Present
UBS Investment Bank 2000 - 2009
VendQuest 1998 - 1999
Morgan Stanley 1995 - 1998
Price Waterhouse Management Consultants 1993 - 1995
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Duquesne University 1989 — 1993
Bachelor of Science (BS), Finance
Cantor Fitzgerald 2009 - Present
UBS Investment Bank 2000 - 2009
VendQuest 1998 - 1999
Morgan Stanley 1995 - 1998
Price Waterhouse Management Consultants 1993 - 1995
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Duquesne University 1989 — 1993
Bachelor of Science (BS), Finance
Rohith Parasuraman Rohith Parasuraman's Morgan Stanley Experience July 2011 - May 2013
Job M&A Associate at Latham & Watkins
Industry Law Practice
Experience
Latham & Watkins June 2013 - Present
Morgan Stanley July 2011 - May 2013
Simpson Thacher & Bartlett LLP November 2008 - July 2011
IBM 2001 - 2004
Skills
Mergers, Corporate Finance, Business Strategy, Financial Modeling, Corporate Law, Capital Markets, M&A execution, M&A Negotiations, M&A analysis, M&A Modeling, Strategy Execution, Mergers & Acquisitions, Strategy, Finance, Investment Banking
Education
Duke University - The Fuqua School of Business 2005 — 2008
MBA
Duke University School of Law 2004 — 2008
JD
University of Miami 1997 — 2001
BS, BA, Comp Sci, Spanish, English
Latham & Watkins June 2013 - Present
Morgan Stanley July 2011 - May 2013
Simpson Thacher & Bartlett LLP November 2008 - July 2011
IBM 2001 - 2004
Skills
Mergers, Corporate Finance, Business Strategy, Financial Modeling, Corporate Law, Capital Markets, M&A execution, M&A Negotiations, M&A analysis, M&A Modeling, Strategy Execution, Mergers & Acquisitions, Strategy, Finance, Investment Banking
Education
Duke University - The Fuqua School of Business 2005 — 2008
MBA
Duke University School of Law 2004 — 2008
JD
University of Miami 1997 — 2001
BS, BA, Comp Sci, Spanish, English
Eric Barbour Eric Barbour's Morgan Stanley Experience 2009 - 2011
Job Vice President I Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Investment Management
Experience
J.P. Morgan Chase Bank N.A. August 2013 - Present
PNC Investments January 2012 - July 2013
Morgan Stanley 2009 - 2011
Inbound Marketing Engine 2008 - 2009
Greenshire Capital 2007 - 2009
NeoClassic Homes June 2001 - 2008
Georgia Pacific 2000 - February 2001
Cap Gemini Ernst & Young 1998 - 2000
Bank of America 1992 - 1996
120th Army Command 1988 - 1996
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA)
University of South Carolina-Columbia 1988 — 1992
BA, Philosophy & Political Science
SHS
J.P. Morgan Chase Bank N.A. August 2013 - Present
PNC Investments January 2012 - July 2013
Morgan Stanley 2009 - 2011
Inbound Marketing Engine 2008 - 2009
Greenshire Capital 2007 - 2009
NeoClassic Homes June 2001 - 2008
Georgia Pacific 2000 - February 2001
Cap Gemini Ernst & Young 1998 - 2000
Bank of America 1992 - 1996
120th Army Command 1988 - 1996
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA)
University of South Carolina-Columbia 1988 — 1992
BA, Philosophy & Political Science
SHS
Jack Greenberg, CFP® Jack Greenberg, CFP®'s Morgan Stanley Experience June 2011 - June 2013
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS June 2013 - Present
Morgan Stanley June 2011 - June 2013
State College Spikes Baseball April 2010 - August 2010
Education
Penn State University
BA, Political Science, History
Duquesne University
Executive Certificate in Financial Planning
University of Rhode Island
UBS June 2013 - Present
Morgan Stanley June 2011 - June 2013
State College Spikes Baseball April 2010 - August 2010
Education
Penn State University
BA, Political Science, History
Duquesne University
Executive Certificate in Financial Planning
University of Rhode Island
Whitney Horne, CFA Whitney Horne, CFA's Morgan Stanley Experience 2007 - 2013
Job Vice President at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 2014 - Present
Morgan Stanley 2007 - 2013
FTI Consulting 2003 - 2005
KPMG US 2002 - 2003
Arthur Andersen 2000 - 2002
Skills
Series 7, Investment Banking, Fixed Income, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Investments, Equities, Bloomberg, Alternative Investments, Due Diligence, Securities, Corporate Finance, Mergers & Acquisitions, Strategy
Education
Duke University 1995 — 1999
Bachelor of Arts (BA), Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2000
Master's degree, Accounting
Duke University - The Fuqua School of Business 2005 — 2007
Master of Business Administration (M.B.A.)
Millbrook High School
RBC Capital Markets 2014 - Present
Morgan Stanley 2007 - 2013
FTI Consulting 2003 - 2005
KPMG US 2002 - 2003
Arthur Andersen 2000 - 2002
Skills
Series 7, Investment Banking, Fixed Income, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Investments, Equities, Bloomberg, Alternative Investments, Due Diligence, Securities, Corporate Finance, Mergers & Acquisitions, Strategy
Education
Duke University 1995 — 1999
Bachelor of Arts (BA), Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2000
Master's degree, Accounting
Duke University - The Fuqua School of Business 2005 — 2007
Master of Business Administration (M.B.A.)
Millbrook High School
Kenneth Shaun Rodgers Kenneth Shaun Rodgers's Morgan Stanley Experience August 2009 - June 2012
Job Managing Director, Client Services Group at Sageworks
Industry Financial Services
Experience
Sageworks February 2013 - Present
Sageworks July 2012 - February 2013
Morgan Stanley August 2009 - June 2012
Morgan Stanley June 2008 - August 2008
City of Atlanta December 2003 - July 2007
Skills
Strategy, Cross-functional Team..., Management, Business Development, Analysis, Risk Management, CRM, Process Improvement, Portfolio Management, Marketing, Marketing Strategy, New Business Development, Financial Analysis, Financial Modeling, Training
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master, Business Administration; Investment Finance
ESADE Business & Law School 2009 — 2009
Master of Business Administration, Business Administration
Morehouse College 1999 — 2003
Bachelor of Arts, Business Administration
Sageworks February 2013 - Present
Sageworks July 2012 - February 2013
Morgan Stanley August 2009 - June 2012
Morgan Stanley June 2008 - August 2008
City of Atlanta December 2003 - July 2007
Skills
Strategy, Cross-functional Team..., Management, Business Development, Analysis, Risk Management, CRM, Process Improvement, Portfolio Management, Marketing, Marketing Strategy, New Business Development, Financial Analysis, Financial Modeling, Training
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master, Business Administration; Investment Finance
ESADE Business & Law School 2009 — 2009
Master of Business Administration, Business Administration
Morehouse College 1999 — 2003
Bachelor of Arts, Business Administration
Kinita Copeland Kinita Copeland's Morgan Stanley Experience May 2013 - Present
Job
Industry Capital Markets
Experience
Morgan Stanley May 2013 - Present
PricewaterhouseCoopers May 2010 - April 2013
Morgan Stanley 2010 - 2012
Bank Midwest 2011 - 2011
Bank Midwest 2011 - 2011
Merrill Lynch August 2006 - July 2010
Freddie Mac 2003 - 2004
Accenture 1998 - 2004
Skills
Fixed Income, Portfolio Management, Capital Markets, Management Consulting, Trading, Analytics, Management, Entrepreneurship, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Due Diligence, Equities
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA
Georgia Institute of Technology 1996 — 1998
Bachelor of Science (BS)
Spelman College 1993 — 1997
Bachelor of Science (BS)
Morehouse College
Morgan Stanley May 2013 - Present
PricewaterhouseCoopers May 2010 - April 2013
Morgan Stanley 2010 - 2012
Bank Midwest 2011 - 2011
Bank Midwest 2011 - 2011
Merrill Lynch August 2006 - July 2010
Freddie Mac 2003 - 2004
Accenture 1998 - 2004
Skills
Fixed Income, Portfolio Management, Capital Markets, Management Consulting, Trading, Analytics, Management, Entrepreneurship, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Due Diligence, Equities
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA
Georgia Institute of Technology 1996 — 1998
Bachelor of Science (BS)
Spelman College 1993 — 1997
Bachelor of Science (BS)
Morehouse College
Austin Main Austin Main's Morgan Stanley Experience March 2011 - August 2012
Job Portfolio Associate at 1919 Investment Counsel
Industry Banking
Experience
1919 Investment Counsel July 2015 - Present
1919 Investment Counsel August 2012 - July 2015
Morgan Stanley March 2011 - August 2012
Bank of Ocean City, Maryland June 2008 - August 2008
Skills
Microsoft Excel, SPSS, SharePoint, Matlab, Microsoft Exchange, Financial Analysis, Bloomberg, Risk Management, Microsoft Word, PowerPoint, Economics, Microsoft Office, Securities, Research, Financial Modeling, APX, Advent
Education
University of Durham 2009 — 2011
MS, Management (Finance)
Goucher College 2004 — 2009
BA, Mathematics, Business Management
1919 Investment Counsel July 2015 - Present
1919 Investment Counsel August 2012 - July 2015
Morgan Stanley March 2011 - August 2012
Bank of Ocean City, Maryland June 2008 - August 2008
Skills
Microsoft Excel, SPSS, SharePoint, Matlab, Microsoft Exchange, Financial Analysis, Bloomberg, Risk Management, Microsoft Word, PowerPoint, Economics, Microsoft Office, Securities, Research, Financial Modeling, APX, Advent
Education
University of Durham 2009 — 2011
MS, Management (Finance)
Goucher College 2004 — 2009
BA, Mathematics, Business Management
Benjamin Markowitz Benjamin Markowitz's Morgan Stanley Experience Investment Banking Summer AssociateBarclaysJune 2014 - August 2014
Job Investment Banking Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Banking Summer AssociateBarclaysJune 2014 - August 2014
Morgan Stanley July 2011 - June 2013
Morgan Stanley July 2008 - July 2011
Morgan Stanley May 2007 - August 2007
D.B. Zwirn & Co. September 2005 - April 2007
Manhattan Bagel November 2004 - September 2005
Skills
Equities, Strategy, Financial Modeling, Management, Investments, Social Media, Analytics, Finance, Bloomberg, Series 63, Investment Banking, Data Analysis, Fixed Income, Hedge Funds, Mutual Funds, Financial Risk
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
New York University 2004 — 2008
BA - Cum Laude, Double Major - Economics & History; Minor - Pre-Business Studies
New York University in Florence 2006 — 2006
Council Rock High School North 2000 — 2004
Morgan Stanley Investment Banking Summer AssociateBarclaysJune 2014 - August 2014
Morgan Stanley July 2011 - June 2013
Morgan Stanley July 2008 - July 2011
Morgan Stanley May 2007 - August 2007
D.B. Zwirn & Co. September 2005 - April 2007
Manhattan Bagel November 2004 - September 2005
Skills
Equities, Strategy, Financial Modeling, Management, Investments, Social Media, Analytics, Finance, Bloomberg, Series 63, Investment Banking, Data Analysis, Fixed Income, Hedge Funds, Mutual Funds, Financial Risk
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
New York University 2004 — 2008
BA - Cum Laude, Double Major - Economics & History; Minor - Pre-Business Studies
New York University in Florence 2006 — 2006
Council Rock High School North 2000 — 2004
Cory Painter Cory Painter's Morgan Stanley Experience June 2013 - August 2013
Job Associate at A.T. Kearney
Industry Management Consulting
Experience
A.T. Kearney August 2014 - Present
Morgan Stanley June 2013 - August 2013
A.T. Kearney January 2012 - May 2012
A.T. Kearney January 2011 - December 2011
A.T. Kearney March 2009 - December 2010
IBM Global Business Services June 2007 - February 2009
The White House January 2007 - May 2007
Skills
Business Development, Management Consulting, Strategic Sourcing, Analysis, Sourcing, Procurement, Business Strategy, Business Process..., Supply Chain, Strategy, Consulting, Acquisition Integration, Cross-functional Team..., Due Diligence, Business Transformation
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Strategy
Georgia Institute of Technology 2002 — 2006
B.S., Industrial Engineering
Dalton High School 1998 — 2002
Diploma
A.T. Kearney August 2014 - Present
Morgan Stanley June 2013 - August 2013
A.T. Kearney January 2012 - May 2012
A.T. Kearney January 2011 - December 2011
A.T. Kearney March 2009 - December 2010
IBM Global Business Services June 2007 - February 2009
The White House January 2007 - May 2007
Skills
Business Development, Management Consulting, Strategic Sourcing, Analysis, Sourcing, Procurement, Business Strategy, Business Process..., Supply Chain, Strategy, Consulting, Acquisition Integration, Cross-functional Team..., Due Diligence, Business Transformation
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Strategy
Georgia Institute of Technology 2002 — 2006
B.S., Industrial Engineering
Dalton High School 1998 — 2002
Diploma
Kaleena Wakamatsu Kaleena Wakamatsu's Morgan Stanley Experience June 2007 - September 2008
Job Hawaii Area Manager at Hallmark Cards
Industry Retail
Experience
Hallmark Cards March 2015 - Present
Apple September 2014 - February 2015
Apple Retail September 2012 - September 2014
Sherwin Williams January 2011 - July 2011
Sherwin Williams May 2010 - December 2010
Council for Native Hawaiian Advancement September 2008 - December 2008
Morgan Stanley June 2007 - September 2008
Skills
Microsoft Excel, Team Leadership, Management, PowerPoint, Event Planning, Leadership, Training, Public Speaking, Customer Service, Nonprofits, Microsoft Office, Retail, Time Management, Budgets, Inventory Management, Customer Satisfaction, Employee Training
Education
Duke University - The Fuqua School of Business 2011 — 2012
Masters, Management
University of Redlands 2005 — 2009
Bachelors of Arts, Business Admin & Religion (Double Major)
Oxford University 2007 — 2007
Study Abroad, Perceptions in Business (SAID B School)
Henry Perrine Baldwin High 2001 — 2005
Hallmark Cards March 2015 - Present
Apple September 2014 - February 2015
Apple Retail September 2012 - September 2014
Sherwin Williams January 2011 - July 2011
Sherwin Williams May 2010 - December 2010
Council for Native Hawaiian Advancement September 2008 - December 2008
Morgan Stanley June 2007 - September 2008
Skills
Microsoft Excel, Team Leadership, Management, PowerPoint, Event Planning, Leadership, Training, Public Speaking, Customer Service, Nonprofits, Microsoft Office, Retail, Time Management, Budgets, Inventory Management, Customer Satisfaction, Employee Training
Education
Duke University - The Fuqua School of Business 2011 — 2012
Masters, Management
University of Redlands 2005 — 2009
Bachelors of Arts, Business Admin & Religion (Double Major)
Oxford University 2007 — 2007
Study Abroad, Perceptions in Business (SAID B School)
Henry Perrine Baldwin High 2001 — 2005
Gregory Fowlkes Gregory Fowlkes's Morgan Stanley Experience August 2000 - October 2005
Job Equity Analyst at JPMorgan Asset Management
Industry Investment Management
Experience
J.P. Morgan May 2014 - Present
J.P. Morgan Asset Management 2005 - Present
J.P. Morgan Asset Management 2008 - 2012
Morgan Stanley August 2000 - October 2005
Gap Inc. July 1995 - August 1997
Skills
US Equity, Retail Industry, Hedge Funds, Strategy, Retail, Financial Analysis, Series 7, Portfolio Management, Equities, Equity Research, Private Equity, Valuation, Asset Allocation
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA
Stanford University 1987 — 1991
AB, Religious Studies
J.P. Morgan May 2014 - Present
J.P. Morgan Asset Management 2005 - Present
J.P. Morgan Asset Management 2008 - 2012
Morgan Stanley August 2000 - October 2005
Gap Inc. July 1995 - August 1997
Skills
US Equity, Retail Industry, Hedge Funds, Strategy, Retail, Financial Analysis, Series 7, Portfolio Management, Equities, Equity Research, Private Equity, Valuation, Asset Allocation
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA
Stanford University 1987 — 1991
AB, Religious Studies
Mallory Mooser Mallory Mooser's Morgan Stanley Experience June 2007 - August 2007
Job Merchandise Planner at Coach
Industry Retail
Experience
Coach June 2014 - Present
Fab.com June 2012 - June 2014
Fuqua School of Business July 2010 - June 2011
PFM, Inc. August 2009 - July 2010
2009MO-AD OUTDOOR ADVERTISING May 2009 - August 2009
MORGAN STANLEY June 2007 - August 2007
Skills
Market Research, Strategy, Business Development, CRM, Corporate Finance, Economics, Lead Generation
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master, Management Studies
University of Florida 2005 — 2009
Bachelor of Science, Economics
Coach June 2014 - Present
Fab.com June 2012 - June 2014
Fuqua School of Business July 2010 - June 2011
PFM, Inc. August 2009 - July 2010
2009MO-AD OUTDOOR ADVERTISING May 2009 - August 2009
MORGAN STANLEY June 2007 - August 2007
Skills
Market Research, Strategy, Business Development, CRM, Corporate Finance, Economics, Lead Generation
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master, Management Studies
University of Florida 2005 — 2009
Bachelor of Science, Economics
Meghan Pelley's Morgan Stanley Experience October 2009 - January 2011
Job Marketing Research Manager at Microsoft
Industry Internet
Experience
Microsoft August 2013 - Present
Fuqua School of Business July 2011 - May 2013
TabSprint January 2012 - May 2012
Thumbtack, Inc. June 2012 - August 2012
The Daily Muse February 2012 - April 2012
Capital Investment Management February 2011 - June 2011
Morgan Stanley October 2009 - January 2011
Barclays Wealth September 2008 - September 2009
Lincoln Financial Group August 2005 - August 2008
Skills
Strategic Communications, Cross-functional Team..., Change Management, Dealing with Ambiguity, Conflict Management, Strategic Thinking, Eye For Detail, Customer Presentations, Client Relationship..., Online Marketing, Entrepreneurial..., Cross-cultural, Creative Development, Writing, Analysis, Entrepreneurship, Business Planning
Education
Duke Fuqua School of Business 2011 — 2013
MBA
Georgetown University 2001 — 2005
B.A.
Microsoft August 2013 - Present
Fuqua School of Business July 2011 - May 2013
TabSprint January 2012 - May 2012
Thumbtack, Inc. June 2012 - August 2012
The Daily Muse February 2012 - April 2012
Capital Investment Management February 2011 - June 2011
Morgan Stanley October 2009 - January 2011
Barclays Wealth September 2008 - September 2009
Lincoln Financial Group August 2005 - August 2008
Skills
Strategic Communications, Cross-functional Team..., Change Management, Dealing with Ambiguity, Conflict Management, Strategic Thinking, Eye For Detail, Customer Presentations, Client Relationship..., Online Marketing, Entrepreneurial..., Cross-cultural, Creative Development, Writing, Analysis, Entrepreneurship, Business Planning
Education
Duke Fuqua School of Business 2011 — 2013
MBA
Georgetown University 2001 — 2005
B.A.
Samson Mesele Samson Mesele's Morgan Stanley Experience July 2009 - July 2011
Job Corporate Associate at Wachtell, Lipton, Rosen & Katz
Industry Law Practice
Experience
Wachtell, Lipton, Rosen & Katz October 2014 - Present
Yale University January 2014 - May 2014
Morgan Stanley July 2009 - July 2011
Education
Yale Law School 2011 — 2014
J.D.
Duke University 2005 — 2009
B.S., Economics
Wachtell, Lipton, Rosen & Katz October 2014 - Present
Yale University January 2014 - May 2014
Morgan Stanley July 2009 - July 2011
Education
Yale Law School 2011 — 2014
J.D.
Duke University 2005 — 2009
B.S., Economics
Steve Beuchaw's Morgan Stanley Experience 2010 - Present
Job
Industry Capital Markets
Experience
Morgan Stanley 2010 - Present
Skills
Equity Research, Medical Devices, Healthcare, Financial Modeling, Capital Markets, Due Diligence
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
The University of Texas at Austin 1995 — 1999
BBA
Morgan Stanley 2010 - Present
Skills
Equity Research, Medical Devices, Healthcare, Financial Modeling, Capital Markets, Due Diligence
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
The University of Texas at Austin 1995 — 1999
BBA
Sukesh Pai's Morgan Stanley Experience May 2010 - July 2012
Job CTO at QMS Capital Management LP
Industry Investment Management
Experience
QMS Capital Management LP December 2014 - Present
QMS Capital Management LP July 2012 - November 2014
Morgan Stanley May 2010 - July 2012
MediaMelon Inc May 2008 - April 2010
Microsoft Corporation November 2006 - April 2008
NextMedium, Inc. May 2006 - November 2006
Microsoft Corp September 2005 - April 2006
Microsoft Corp September 2004 - September 2005
Microsoft Corporation February 1999 - September 2004
IBM Almaden Research Center 1998 - 1998
Skills
Risk Management, Regression Testing, SDLC, Project Management, Statistical Modeling, Trading Systems, Product Management, Software Development, Software Design, Financial Modeling, Embedded Systems, Integration, Strategy, Requirements Analysis, Leadership
Education
CFA Institute 2011 — 2014
CFA
Duke University - The Fuqua School of Business 2009 — 2010
MBA, Finance
University of Maryland 1997 — 1998
MS, Computer Science
Indian Institute of Technology, Bombay 1993 — 1997
BTech, Computer Science & Engineering
QMS Capital Management LP December 2014 - Present
QMS Capital Management LP July 2012 - November 2014
Morgan Stanley May 2010 - July 2012
MediaMelon Inc May 2008 - April 2010
Microsoft Corporation November 2006 - April 2008
NextMedium, Inc. May 2006 - November 2006
Microsoft Corp September 2005 - April 2006
Microsoft Corp September 2004 - September 2005
Microsoft Corporation February 1999 - September 2004
IBM Almaden Research Center 1998 - 1998
Skills
Risk Management, Regression Testing, SDLC, Project Management, Statistical Modeling, Trading Systems, Product Management, Software Development, Software Design, Financial Modeling, Embedded Systems, Integration, Strategy, Requirements Analysis, Leadership
Education
CFA Institute 2011 — 2014
CFA
Duke University - The Fuqua School of Business 2009 — 2010
MBA, Finance
University of Maryland 1997 — 1998
MS, Computer Science
Indian Institute of Technology, Bombay 1993 — 1997
BTech, Computer Science & Engineering
David Helgerson's Morgan Stanley Experience 2001 - 2004
Job
Industry Venture Capital & Private Equity
Experience
Hamilton Lane Advisors 2004 - Present
Morgan Stanley 2001 - 2004
United State Navy 1994 - 1998
Skills
Valuation, Corporate Finance, Capital Markets, Venture Capital, Private Equity, Mergers & Acquisitions, LBO, Alternative Investments, Financial Modeling, Investment Banking, Due Diligence, Investments, Program Management
Education
Duke University - The Fuqua School of Business
MBA, Finance
Swarthmore College
BA, Political Science, Economics
Hamilton Lane Advisors 2004 - Present
Morgan Stanley 2001 - 2004
United State Navy 1994 - 1998
Skills
Valuation, Corporate Finance, Capital Markets, Venture Capital, Private Equity, Mergers & Acquisitions, LBO, Alternative Investments, Financial Modeling, Investment Banking, Due Diligence, Investments, Program Management
Education
Duke University - The Fuqua School of Business
MBA, Finance
Swarthmore College
BA, Political Science, Economics
William Starita, PMP's Morgan Stanley Experience January 2010 - Present
Job Project Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2010 - Present
Deutsche Bank April 1997 - May 2009
Goldman Sachs June 1990 - April 1997
Skills
Program Management, Business Intelligence..., Vendor Management, Data Warehousing, Microsoft Office, Data Integration, PL/SQL, Cognos, Data Quality, Management, Investment Banking, Business Intelligence, Software Development, Risk Management, IT Strategy, Informatica, SDLC, Project Management, Software Project..., Master Data Management, Business Analysis, Oracle, Integration, Strategy, Project Portfolio..., Banking, Agile Methodologies, Architecture, Visio, PMO, Governance, Analytics, Financial Services, Leadership, Enterprise Architecture, Data Modeling, Business Process
Education
New York University SCPS 2013 — 2013
Project Management for Mobile Applications
Duke University - The Fuqua School of Business 2006 — 2006
Executive Leadership Program
New York University 1997 — 1999
MS, Information Systems
Rensselaer Polytechnic Institute 1986 — 1990
BS, Computer Science
Morgan Stanley January 2010 - Present
Deutsche Bank April 1997 - May 2009
Goldman Sachs June 1990 - April 1997
Skills
Program Management, Business Intelligence..., Vendor Management, Data Warehousing, Microsoft Office, Data Integration, PL/SQL, Cognos, Data Quality, Management, Investment Banking, Business Intelligence, Software Development, Risk Management, IT Strategy, Informatica, SDLC, Project Management, Software Project..., Master Data Management, Business Analysis, Oracle, Integration, Strategy, Project Portfolio..., Banking, Agile Methodologies, Architecture, Visio, PMO, Governance, Analytics, Financial Services, Leadership, Enterprise Architecture, Data Modeling, Business Process
Education
New York University SCPS 2013 — 2013
Project Management for Mobile Applications
Duke University - The Fuqua School of Business 2006 — 2006
Executive Leadership Program
New York University 1997 — 1999
MS, Information Systems
Rensselaer Polytechnic Institute 1986 — 1990
BS, Computer Science
Sean Memon's Morgan Stanley Experience April 2000 - March 2001
Job
Industry Law Practice
Experience
Sullivan & Cromwell LLP September 2008 - Present
U.S. Department of Justice July 2007 - August 2007
U.S. Securities & Exchange Commission May 2006 - August 2006
Time Warner Inc. March 2001 - March 2004
Morgan Stanley April 2000 - March 2001
Raymond James & Associates July 1999 - April 2000
Education
Duke University 2004 — 2008
JD/MBA
Harvard University 1995 — 1999
AB, Economics
Sullivan & Cromwell LLP September 2008 - Present
U.S. Department of Justice July 2007 - August 2007
U.S. Securities & Exchange Commission May 2006 - August 2006
Time Warner Inc. March 2001 - March 2004
Morgan Stanley April 2000 - March 2001
Raymond James & Associates July 1999 - April 2000
Education
Duke University 2004 — 2008
JD/MBA
Harvard University 1995 — 1999
AB, Economics
Greg Alexopoulos's Morgan Stanley Experience July 2004 - September 2007
Job
Industry Renewables & Environment
Experience
Xylem Inc. March 2014 - Present
FNY Capital Management LP November 2010 - February 2014
Millennium Partners September 2007 - January 2010
Morgan Stanley July 2004 - September 2007
Naval Surface Warfare Center August 1997 - June 2002
Skills
Valuation, Alternative Investments, Equities, Quantitative Analytics, Investments, Options, Financial Modeling, Corporate Finance, Financial Analysis, Portfolio Management, Entrepreneurship, Business Strategy, Asset Managment, Hedge Funds, Derivatives, Business Development, Strategic Planning, Aerospace, Defense Contracting, Due Diligence, Missile Defense, Data Analysis, Data Modeling, Asset Allocation, Risk Management, Statistics, Statistical Modeling
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
North Carolina State University 1986 — 1997
PhD, MS, BS
Xylem Inc. March 2014 - Present
FNY Capital Management LP November 2010 - February 2014
Millennium Partners September 2007 - January 2010
Morgan Stanley July 2004 - September 2007
Naval Surface Warfare Center August 1997 - June 2002
Skills
Valuation, Alternative Investments, Equities, Quantitative Analytics, Investments, Options, Financial Modeling, Corporate Finance, Financial Analysis, Portfolio Management, Entrepreneurship, Business Strategy, Asset Managment, Hedge Funds, Derivatives, Business Development, Strategic Planning, Aerospace, Defense Contracting, Due Diligence, Missile Defense, Data Analysis, Data Modeling, Asset Allocation, Risk Management, Statistics, Statistical Modeling
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
North Carolina State University 1986 — 1997
PhD, MS, BS
Christina Bennison's Morgan Stanley Experience June 2000 - January 2002
Job Director of Investor Relations at Roundtable Investment Partners & Carleon Capital Partners
Industry Financial Services
Experience
Roundtable Investment Partners & Carleon Capital Partners August 2013 - Present
Goldman Sachs Asset Management December 2009 - April 2013
Citigroup April 2005 - December 2009
Citigroup April 2005 - June 2007
The Urban Assembly June 2002 - March 2005
Morgan Stanley June 2000 - January 2002
Skills
Project Management, Asset Management, HNW Individuals, Family Office, New Business Development, Product Marketing, Equities, Investor Relations, Investment Management, Corporate Philanthropy, Philanthropy, Non-profit Program..., Manage Client..., Fixed Income, Strategic Partnerships, Partnership-building, Fundraising, Sales, Valuation, Finance, Alternative Investments, Hedge Funds, Strategy, Private Equity, Financial Modeling, Investment Banking, Bloomberg, Funding
Education
Duke University - The Fuqua School of Business 2008 — 2010
M.B.A.
Princeton University 1996 — 2000
AB, History
Roundtable Investment Partners & Carleon Capital Partners August 2013 - Present
Goldman Sachs Asset Management December 2009 - April 2013
Citigroup April 2005 - December 2009
Citigroup April 2005 - June 2007
The Urban Assembly June 2002 - March 2005
Morgan Stanley June 2000 - January 2002
Skills
Project Management, Asset Management, HNW Individuals, Family Office, New Business Development, Product Marketing, Equities, Investor Relations, Investment Management, Corporate Philanthropy, Philanthropy, Non-profit Program..., Manage Client..., Fixed Income, Strategic Partnerships, Partnership-building, Fundraising, Sales, Valuation, Finance, Alternative Investments, Hedge Funds, Strategy, Private Equity, Financial Modeling, Investment Banking, Bloomberg, Funding
Education
Duke University - The Fuqua School of Business 2008 — 2010
M.B.A.
Princeton University 1996 — 2000
AB, History
Matthew Hausch's Morgan Stanley Experience March 2011 - Present
Job Senior Associate at Morgan Stanley, MBA Candidate 2015 Fuqua School of Business Duke University
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
Citigroup Global Markets Inc. September 2007 - May 2011
Ameriprise Financial Services November 2006 - July 2007
Avon July 2006 - November 2006
Skills
Equities, Securities, Series 7, Series 63, Strategic Financial..., Portfolio Management, Bloomberg, Financial Planners, Financial Analysis, Asset Managment, Financial Modeling, Uniform Combined State..., Bloomberg Terminal, Finance, Asset Allocation, Energy Industry, Metals, Mining, Asset Management, Financial Planning
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Finance, General
State University of New York at Buffalo 2002 — 2006
Bachelor's of Science, Finance, General
Morgan Stanley March 2011 - Present
Citigroup Global Markets Inc. September 2007 - May 2011
Ameriprise Financial Services November 2006 - July 2007
Avon July 2006 - November 2006
Skills
Equities, Securities, Series 7, Series 63, Strategic Financial..., Portfolio Management, Bloomberg, Financial Planners, Financial Analysis, Asset Managment, Financial Modeling, Uniform Combined State..., Bloomberg Terminal, Finance, Asset Allocation, Energy Industry, Metals, Mining, Asset Management, Financial Planning
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Finance, General
State University of New York at Buffalo 2002 — 2006
Bachelor's of Science, Finance, General
Todd Westhus's Morgan Stanley Experience July 2000 - July 2002
Job Research at Perry Capital
Industry Financial Services
Experience
Perry Capital July 2006 - Present
Avenue Capital July 2002 - July 2006
Morgan Stanley July 2000 - July 2002
JP Morgan Chase July 1998 - July 2000
Skills
Alternative Investments, Asset Management, Bloomberg, Equities, High Yield, Investment Banking, Portfolio Management, Hedge Funds, Fixed Income, Financial Modeling, Valuation, Trading, Special Situations, Private Equity
Education
Duke University 1994 — 1998
Bachelor of Arts (B.A.), Economics; Biology
Perry Capital July 2006 - Present
Avenue Capital July 2002 - July 2006
Morgan Stanley July 2000 - July 2002
JP Morgan Chase July 1998 - July 2000
Skills
Alternative Investments, Asset Management, Bloomberg, Equities, High Yield, Investment Banking, Portfolio Management, Hedge Funds, Fixed Income, Financial Modeling, Valuation, Trading, Special Situations, Private Equity
Education
Duke University 1994 — 1998
Bachelor of Arts (B.A.), Economics; Biology
Vinny Raj, PMP's Morgan Stanley Experience May 2000 - September 2001
Job Managing Director at Digilent Consulting, LLC
Industry Information Technology and Services
Experience
Digilent Consulting, LLC March 2006 - Present
Digilent Consulting, LLC March 2006 - Present
Blue Canopy Group / Digilent Consulting 2007 - July 2008
BearingPoint (formerly KPMG Consulting) 2003 - 2006
Independent Consultant July 2002 - November 2003
Independent Consultant September 2001 - July 2002
Morgan Stanley May 2000 - September 2001
ADAMMS Consulting December 1998 - May 2000
Skills
PMP, Program Management, Project Portfolio..., Management Consulting, Integration, Portfolio Management, Outsourcing, Risk, Analysis, Earned Value Management, CRM, Process Improvement, Project Management
Education
CMU 2000 — 2002
Master of Science (MS), ISM
Duquesne University 1997 — 1999
Bachelor of Science (BS), MIS / Business Administration
Digilent Consulting, LLC March 2006 - Present
Digilent Consulting, LLC March 2006 - Present
Blue Canopy Group / Digilent Consulting 2007 - July 2008
BearingPoint (formerly KPMG Consulting) 2003 - 2006
Independent Consultant July 2002 - November 2003
Independent Consultant September 2001 - July 2002
Morgan Stanley May 2000 - September 2001
ADAMMS Consulting December 1998 - May 2000
Skills
PMP, Program Management, Project Portfolio..., Management Consulting, Integration, Portfolio Management, Outsourcing, Risk, Analysis, Earned Value Management, CRM, Process Improvement, Project Management
Education
CMU 2000 — 2002
Master of Science (MS), ISM
Duquesne University 1997 — 1999
Bachelor of Science (BS), MIS / Business Administration
William Laxton, Jr.'s Morgan Stanley Experience May 2002 - January 2004
Job Associate at Jones Day
Industry Law Practice
Experience
Jones Day August 2007 - Present
Morgan Creek Capital April 2004 - July 2004
UNC Management Company January 2004 - April 2004
Morgan Stanley May 2002 - January 2004
Skills
Due Diligence, Legal Research, Legal Writing, Corporate Finance, Litigation, Valuation, Commercial Litigation, Securities, Mergers, Corporate Governance, Corporate Law, Financial Modeling, Competition Law, International Law, Investment Banking, Private Equity, Capital Markets, Mergers & Acquisitions, Joint Ventures, Class Actions
Education
Duke University 2004 — 2007
Master of Arts, Economics
Duke University School of Law 2004 — 2007
JD, Law
University of North Carolina at Chapel Hill 1998 — 2002
BA, Economics & History
Jones Day August 2007 - Present
Morgan Creek Capital April 2004 - July 2004
UNC Management Company January 2004 - April 2004
Morgan Stanley May 2002 - January 2004
Skills
Due Diligence, Legal Research, Legal Writing, Corporate Finance, Litigation, Valuation, Commercial Litigation, Securities, Mergers, Corporate Governance, Corporate Law, Financial Modeling, Competition Law, International Law, Investment Banking, Private Equity, Capital Markets, Mergers & Acquisitions, Joint Ventures, Class Actions
Education
Duke University 2004 — 2007
Master of Arts, Economics
Duke University School of Law 2004 — 2007
JD, Law
University of North Carolina at Chapel Hill 1998 — 2002
BA, Economics & History
Daniel Cleary's Morgan Stanley Experience August 2013 - Present
Job Senior Manager at Morgan Stanley
Industry Banking
Experience
Morgan Stanley August 2013 - Present
Nomura August 2009 - August 2013
Barclays Capital September 2008 - August 2009
Lehman Brothers November 2005 - September 2008
Skills
CDO, Structured Finance, Product Control, Structured Products, Credit Derivatives, Fixed Income, Equity Derivatives, Trading, Investment Banking, Corporate Finance, Credit, Financial Modeling, Operational Risk, Quantitative Analytics, Interest Rate..., Market Risk, Hedge Funds, Derivatives, Credit Risk, Equity Trading, FX Options, Capital Markets, Swaps
Education
Durham University 2002 — 2005
BA, Economics
Morgan Stanley August 2013 - Present
Nomura August 2009 - August 2013
Barclays Capital September 2008 - August 2009
Lehman Brothers November 2005 - September 2008
Skills
CDO, Structured Finance, Product Control, Structured Products, Credit Derivatives, Fixed Income, Equity Derivatives, Trading, Investment Banking, Corporate Finance, Credit, Financial Modeling, Operational Risk, Quantitative Analytics, Interest Rate..., Market Risk, Hedge Funds, Derivatives, Credit Risk, Equity Trading, FX Options, Capital Markets, Swaps
Education
Durham University 2002 — 2005
BA, Economics
Ross D'Eredita's Morgan Stanley Experience June 2010 - July 2011
Job Consultant at Accenture
Industry Management Consulting
Experience
Accenture August 2013 - Present
Duke University - The Fuqua School of Business July 2011 - May 2013
Best Buy May 2012 - August 2012
Morgan Stanley June 2010 - July 2011
AllianceBernstein October 2008 - June 2010
AllianceBernstein February 2006 - October 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Business Analysis, Data Analysis
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Strategy, Decision Sciences, Finance
University of Rochester 2000 — 2004
Bachelor’s Degree, Computer Science, Economics
Christian Brothers Academy 1996 — 2000
High School
Accenture August 2013 - Present
Duke University - The Fuqua School of Business July 2011 - May 2013
Best Buy May 2012 - August 2012
Morgan Stanley June 2010 - July 2011
AllianceBernstein October 2008 - June 2010
AllianceBernstein February 2006 - October 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Business Analysis, Data Analysis
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Strategy, Decision Sciences, Finance
University of Rochester 2000 — 2004
Bachelor’s Degree, Computer Science, Economics
Christian Brothers Academy 1996 — 2000
High School
Scott Bondurant's Morgan Stanley Experience 1996 - 2005
Job Long/Short Strategist at UBS
Industry Investment Management
Experience
UBS Global Asset Management 2005 - Present
Morgan Stanley 1996 - 2005
Kidder Peabody 1989 - 1995
Education
Duke University 1987 — 1989
MBA
Stanford University 1978 — 1982
B.A., History
UBS Global Asset Management 2005 - Present
Morgan Stanley 1996 - 2005
Kidder Peabody 1989 - 1995
Education
Duke University 1987 — 1989
MBA
Stanford University 1978 — 1982
B.A., History
Andy Knott, CFP®'s Morgan Stanley Experience September 2001 - September 2011
Job Fiduciary PM & planner, ethics instructor, Pulitzer nominee, prosecutor, Forest Gumping life's complexities
Industry Financial Services
Experience
Wintrust Wealth Management October 2011 - Present
Morgan Stanley September 2001 - September 2011
Signature Security Pty., Australia/New Zealand 1998 - 2001
Cook County State's Attorney 1990 - 1998
Chicago Tribune 1979 - 1987
Skills
Mergers & Acquisitions, Marketing, Series 7, Asset Allocation, Asset Management, Securities
Education
Duke University - The Fuqua School of Business 1999 — 2000
MBA
The John Marshall Law School 1982 — 1986
JD
University of Tennessee-Knoxville 1977 — 1981
BS, Communications
Wintrust Wealth Management October 2011 - Present
Morgan Stanley September 2001 - September 2011
Signature Security Pty., Australia/New Zealand 1998 - 2001
Cook County State's Attorney 1990 - 1998
Chicago Tribune 1979 - 1987
Skills
Mergers & Acquisitions, Marketing, Series 7, Asset Allocation, Asset Management, Securities
Education
Duke University - The Fuqua School of Business 1999 — 2000
MBA
The John Marshall Law School 1982 — 1986
JD
University of Tennessee-Knoxville 1977 — 1981
BS, Communications
Jennifer Jordan Gawronski's Morgan Stanley Experience 2001 - 2001
Job Bar Method studio owner
Industry Health, Wellness and Fitness
Experience
UGG Australia November 2006 - December 2012
UGG Australia Handbags - JLH Designs December 2003 - November 2006
Liz Claiborne Inc. June 2002 - December 2003
Morgan Stanley 2001 - 2001
Salamon Smith Barney 1998 - 2000
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA
UGG Australia November 2006 - December 2012
UGG Australia Handbags - JLH Designs December 2003 - November 2006
Liz Claiborne Inc. June 2002 - December 2003
Morgan Stanley 2001 - 2001
Salamon Smith Barney 1998 - 2000
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA
Jordan Mayers's Morgan Stanley Experience December 2008 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2008 - Present
Citigroup July 2002 - December 2008
Goldman Sachs August 1997 - July 2000
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master of Business Administration (MBA)
University of Florida 1988 — 1992
BS, Finance
Morgan Stanley December 2008 - Present
Citigroup July 2002 - December 2008
Goldman Sachs August 1997 - July 2000
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master of Business Administration (MBA)
University of Florida 1988 — 1992
BS, Finance
Marina Woodruff's Morgan Stanley Experience January 2009 - June 2010
Job Director Hospitality and Entertainment Marketing at Caesars Entertainment Corporation
Industry Financial Services
Experience
Caesars Entertainment Corporation February 2014 - Present
Caesars Entertainment Corporation September 2012 - February 2014
Morgan Stanley January 2009 - June 2010
JPMorgan 2005 - 2008
Skills
Marketing Strategy, Leadership, Strategy, Strategic Planning, Cross-functional Team..., Management, Financial Analysis, Project Management
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Marketing, Strategy
Spelman College 2001 — 2005
Bachelor’s Degree, Economics
Caesars Entertainment Corporation February 2014 - Present
Caesars Entertainment Corporation September 2012 - February 2014
Morgan Stanley January 2009 - June 2010
JPMorgan 2005 - 2008
Skills
Marketing Strategy, Leadership, Strategy, Strategic Planning, Cross-functional Team..., Management, Financial Analysis, Project Management
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Marketing, Strategy
Spelman College 2001 — 2005
Bachelor’s Degree, Economics
Paul Vosper's Morgan Stanley Experience January 2005 - September 2008
Job CoHead and Chief Operating Officer at Morgan Stanley Alternative Investment Partners Real Estate
Industry Investment Management
Experience
Morgan Stanley Alternative Investment Partners Real Estate May 2012 - Present
RREEF February 2011 - May 2012
AllianceBernstein June 2010 - March 2011
Morgan Stanley Investment Management June 2000 - June 2010
Morgan Stanley January 2005 - September 2008
Skills
International Real..., Capital Markets, Institutional Investors, Investments, Investment Strategies, Fund Of Funds, Investors, Alternative Investments, Real Estate Investment, Real Estate Investor, Real Estate Finance, Real Estate Transactions, Distressed Debt, Debt Restructuring, Private Equity, Equity Capital Markets, Property Tax, International Tax, Cross-border..., Asset Management, Due Diligence, Corporate Finance, Financial Structuring, Institutional..., Investment Management, Investment Properties, Investor Relations, Real Estate, Real Estate Economics
Education
Duke University School of Law 1989 — 1992
JD & LLM, Law and International Law
Georgetown University 1984 — 1988
BSFS, International Politics
Morgan Stanley Alternative Investment Partners Real Estate May 2012 - Present
RREEF February 2011 - May 2012
AllianceBernstein June 2010 - March 2011
Morgan Stanley Investment Management June 2000 - June 2010
Morgan Stanley January 2005 - September 2008
Skills
International Real..., Capital Markets, Institutional Investors, Investments, Investment Strategies, Fund Of Funds, Investors, Alternative Investments, Real Estate Investment, Real Estate Investor, Real Estate Finance, Real Estate Transactions, Distressed Debt, Debt Restructuring, Private Equity, Equity Capital Markets, Property Tax, International Tax, Cross-border..., Asset Management, Due Diligence, Corporate Finance, Financial Structuring, Institutional..., Investment Management, Investment Properties, Investor Relations, Real Estate, Real Estate Economics
Education
Duke University School of Law 1989 — 1992
JD & LLM, Law and International Law
Georgetown University 1984 — 1988
BSFS, International Politics
Cheryl Pate, CFA's Morgan Stanley Experience July 2006 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2006 - Present
L. Tersigni Consulting March 2003 - July 2006
Skills
Valuation, Equity Valuation, Enterprise Valuation, Research, Equities, Equity Research, Financial Modeling, Modeling, Financial Analysis, Asset Managment, Business Valuation
Education
Duke Fuqua School of Business 2000 — 2002
MBA
The University of British Columbia 1994 — 1998
B. Comm (Hons.), Finance
Morgan Stanley July 2006 - Present
L. Tersigni Consulting March 2003 - July 2006
Skills
Valuation, Equity Valuation, Enterprise Valuation, Research, Equities, Equity Research, Financial Modeling, Modeling, Financial Analysis, Asset Managment, Business Valuation
Education
Duke Fuqua School of Business 2000 — 2002
MBA
The University of British Columbia 1994 — 1998
B. Comm (Hons.), Finance
Fred Fogg's Morgan Stanley Experience 1991 - 2005
Job Portfolio Solutions at Macquarie Group
Industry Financial Services
Experience
Macquarie Group August 2013 - Present
Credit Suisse 2009 - August 2013
Citi 2005 - 2008
Morgan Stanley 1991 - 2005
Merrill Lynch 1987 - 1989
Skills
Lacrosse Coach, Trading Strategies, Derivatives, Quantitative Analysis, Portfolio Strategy, Transition Management, Investment Advisory, Beta Selection and..., Risk Management, Portfolio Management, Fixed Income, Quantitative Analytics, Equities, Trading Systems, Capital Markets, Alternative Investments, Equity Derivatives, Electronic Trading, Options, Structured Products
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Lafayette College
BS
Newton North High School 1980 — 1983
Macquarie Group August 2013 - Present
Credit Suisse 2009 - August 2013
Citi 2005 - 2008
Morgan Stanley 1991 - 2005
Merrill Lynch 1987 - 1989
Skills
Lacrosse Coach, Trading Strategies, Derivatives, Quantitative Analysis, Portfolio Strategy, Transition Management, Investment Advisory, Beta Selection and..., Risk Management, Portfolio Management, Fixed Income, Quantitative Analytics, Equities, Trading Systems, Capital Markets, Alternative Investments, Equity Derivatives, Electronic Trading, Options, Structured Products
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Lafayette College
BS
Newton North High School 1980 — 1983
Janelle Williams's Morgan Stanley Experience November 2010 - November 2014
Job Sales & Marketing Finance at Nissan Motor Corporation
Industry Automotive
Experience
Nissan Motor Corporation December 2014 - Present
Morgan Stanley November 2010 - November 2014
Morgan Stanley Smith Barney October 2007 - November 2010
Citco June 2006 - August 2007
Glass, Lewis & Co. January 2006 - June 2006
Skills
Financial Modeling, Bloomberg, Investments, Hedge Funds, Financial Analysis, Equities, Alternative Investments, Due Diligence, Financial Markets, Valuation, Portfolio Management, Investor Relations, Fixed Income, Private Equity, Asset Management
Education
Duke University - Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
University of California, Santa Barbara
BA, Economics
Nissan Motor Corporation December 2014 - Present
Morgan Stanley November 2010 - November 2014
Morgan Stanley Smith Barney October 2007 - November 2010
Citco June 2006 - August 2007
Glass, Lewis & Co. January 2006 - June 2006
Skills
Financial Modeling, Bloomberg, Investments, Hedge Funds, Financial Analysis, Equities, Alternative Investments, Due Diligence, Financial Markets, Valuation, Portfolio Management, Investor Relations, Fixed Income, Private Equity, Asset Management
Education
Duke University - Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
University of California, Santa Barbara
BA, Economics
Elizabeth A. Murry's Morgan Stanley Experience April 2007 - March 2008
Job Management Consultant at Ernst & Young
Industry Management Consulting
Experience
EY September 2012 - Present
RBC Wealth Management March 2008 - August 2012
Morgan Stanley April 2007 - March 2008
Deutsche Bank Alex. Brown February 2004 - April 2007
A.G. Edwards & Sons, Inc. September 2001 - February 2004
NASDAQ June 2000 - August 2000
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master of Business Administration (MBA)
Holton-Arms
High School
University of North Carolina at Chapel Hill
Kenan Flagler Business School
EY September 2012 - Present
RBC Wealth Management March 2008 - August 2012
Morgan Stanley April 2007 - March 2008
Deutsche Bank Alex. Brown February 2004 - April 2007
A.G. Edwards & Sons, Inc. September 2001 - February 2004
NASDAQ June 2000 - August 2000
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master of Business Administration (MBA)
Holton-Arms
High School
University of North Carolina at Chapel Hill
Kenan Flagler Business School
Cynthia Starowicz Borcherding's Morgan Stanley Experience 2009 - 2012
Job Executive Director at Taylor Woods Capital LLC
Industry Capital Markets
Experience
Taylor Woods Capital LLC 2012 - Present
Morgan Stanley 2009 - 2012
Barclays Capital 2008 - 2009
Lehman Brothers 2006 - 2008
Fairfax Financial Group 1997 - 2000
Fairfax Financial Group 1995 - 1997
Prudential Reinsurance 1990 - 1995
Education
Duke University - The Fuqua School of Business 2000 — 2001
MBA, Finance
Virginia Tech 1985 — 1989
BS, Finance
Taylor Woods Capital LLC 2012 - Present
Morgan Stanley 2009 - 2012
Barclays Capital 2008 - 2009
Lehman Brothers 2006 - 2008
Fairfax Financial Group 1997 - 2000
Fairfax Financial Group 1995 - 1997
Prudential Reinsurance 1990 - 1995
Education
Duke University - The Fuqua School of Business 2000 — 2001
MBA, Finance
Virginia Tech 1985 — 1989
BS, Finance
Eugene Pebworth's Morgan Stanley Experience March 2002 - May 2003
Job Sr. Learning Specialist at Health Integrated
Industry Education Management
Experience
Health Integrated 2009 - Present
MetLife October 2007 - April 2009
WellCare May 2006 - September 2007
JPMorgan Chase September 2005 - April 2006
JPMorgan Chase May 2003 - August 2005
Morgan Stanley March 2002 - May 2003
Morgan Stanley March 2001 - February 2002
Skills
Team Building, Program Management, Blended Learning, ADDIE, Instructor-led Training, Coaching, Project Management, Training Delivery, Workshop Facilitation, Learning Management, Performance Management, Technical Writing, Leadership, Change Management, Lotus Notes, Employee Engagement, SharePoint, Strategic Planning, Analysis, Management, Training, HIPAA, Healthcare, Training & Development, Virtual Training, Customer Service..., Google Docs, Training Facilitation
Education
Robert Morris University 1995 — 1997
MS, Communication & Information Science
Duquesne University 1988 — 1992
Bachelor of Arts, Communications
Health Integrated 2009 - Present
MetLife October 2007 - April 2009
WellCare May 2006 - September 2007
JPMorgan Chase September 2005 - April 2006
JPMorgan Chase May 2003 - August 2005
Morgan Stanley March 2002 - May 2003
Morgan Stanley March 2001 - February 2002
Skills
Team Building, Program Management, Blended Learning, ADDIE, Instructor-led Training, Coaching, Project Management, Training Delivery, Workshop Facilitation, Learning Management, Performance Management, Technical Writing, Leadership, Change Management, Lotus Notes, Employee Engagement, SharePoint, Strategic Planning, Analysis, Management, Training, HIPAA, Healthcare, Training & Development, Virtual Training, Customer Service..., Google Docs, Training Facilitation
Education
Robert Morris University 1995 — 1997
MS, Communication & Information Science
Duquesne University 1988 — 1992
Bachelor of Arts, Communications
Steve Roland's Morgan Stanley Experience 1994 - 1994
Job Vice President Sales & Marketing
Industry Investment Management
Experience
Roland Investment Group October 1992 - Present
Morgan Stanley 1994 - 1994
Education
Yale University - Yale School of Management 1999 — 2002
MBA, Finance
Duke University - The Fuqua School of Business 1986 — 1990
Bachelors, Business
Roland Investment Group October 1992 - Present
Morgan Stanley 1994 - 1994
Education
Yale University - Yale School of Management 1999 — 2002
MBA, Finance
Duke University - The Fuqua School of Business 1986 — 1990
Bachelors, Business
Chase Krieger's Morgan Stanley Experience August 2014 - Present
Job Vice President at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley August 2014 - Present
Schlumberger Business Consulting June 2013 - July 2014
Schlumberger Business Consulting July 2012 - June 2013
Schlumberger Business Consulting July 2011 - July 2012
Schlumberger Business Consulting June 2010 - July 2011
Schlumberger June 2009 - August 2009
Goodrich Aerostructures June 2007 - July 2008
Northrop Grumman September 2005 - June 2007
Skills
Engineering, Financial Modeling, Process Engineering, Business Strategy, Cross-functional Team..., Program Management, Project Management, Energy, Management Consulting, Analysis, Business Process..., Oil, Strategy
Education
Keio University 2010 — 2010
MBA Exchange, Business
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Finance and Decision Sciences
University of Southern California 2006 — 2007
MS, Aerospace Engineering
University of California, Berkeley 2001 — 2005
BS, Mechanical Engineering
Morgan Stanley August 2014 - Present
Schlumberger Business Consulting June 2013 - July 2014
Schlumberger Business Consulting July 2012 - June 2013
Schlumberger Business Consulting July 2011 - July 2012
Schlumberger Business Consulting June 2010 - July 2011
Schlumberger June 2009 - August 2009
Goodrich Aerostructures June 2007 - July 2008
Northrop Grumman September 2005 - June 2007
Skills
Engineering, Financial Modeling, Process Engineering, Business Strategy, Cross-functional Team..., Program Management, Project Management, Energy, Management Consulting, Analysis, Business Process..., Oil, Strategy
Education
Keio University 2010 — 2010
MBA Exchange, Business
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Finance and Decision Sciences
University of Southern California 2006 — 2007
MS, Aerospace Engineering
University of California, Berkeley 2001 — 2005
BS, Mechanical Engineering
Glenn Koh's Morgan Stanley Experience July 1997 - February 2012
Job Managing Director at Bank of America
Industry Financial Services
Experience
Bank of America January 2012 - Present
Morgan Stanley July 1997 - February 2012
Skills
Equity Derivatives, Hedge Funds, Equities, Series 7, Prime Brokerage, Derivatives, Structured Products, Credit Derivatives, Options, Alternative Investments, Series 63, Fixed Income, Volatility, Electronic Trading, Capital Markets, ETFs, Series 24, Investment Banking, Portfolio Management, Trading, Trading Systems, Equity Trading, Swaps
Education
Duke University - The Fuqua School of Business
MBA
Massachusetts Institute of Technology 1992 — 1997
MEng, Eletrical Engineering & Computer Science
Bank of America January 2012 - Present
Morgan Stanley July 1997 - February 2012
Skills
Equity Derivatives, Hedge Funds, Equities, Series 7, Prime Brokerage, Derivatives, Structured Products, Credit Derivatives, Options, Alternative Investments, Series 63, Fixed Income, Volatility, Electronic Trading, Capital Markets, ETFs, Series 24, Investment Banking, Portfolio Management, Trading, Trading Systems, Equity Trading, Swaps
Education
Duke University - The Fuqua School of Business
MBA
Massachusetts Institute of Technology 1992 — 1997
MEng, Eletrical Engineering & Computer Science
Michael Cavounis's Morgan Stanley Experience May 1993 - September 1994
Job Principal at American Capital
Industry Investment Banking
Experience
American Capital November 2012 - Present
Royal Bank of Scotland September 2004 - November 2012
Banc of America Securities 2001 - 2004
J. H. Whitney & Co. 1999 - 2001
Heller Financial 1994 - 1997
Morgan Stanley May 1993 - September 1994
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Finance, Economics
American Capital November 2012 - Present
Royal Bank of Scotland September 2004 - November 2012
Banc of America Securities 2001 - 2004
J. H. Whitney & Co. 1999 - 2001
Heller Financial 1994 - 1997
Morgan Stanley May 1993 - September 1994
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Finance, Economics
Tom Eddy's Morgan Stanley Experience 1987 - 1993
Job Managing Director at Jarvinian Spectrum Opportunity Fund
Industry Venture Capital & Private Equity
Experience
Jarvinian Spectrum Opportunity Fund May 2014 - Present
First Marblehead Corporation May 2010 - Present
Jarvinian January 2008 - Present
Ludlow Partners 2001 - 2013
Atlas Venture 2000 - 2001
Robertson Stephens & Company 1993 - 2000
Morgan Stanley 1987 - 1993
U. S. Steel 1981 - 1986
Skills
Valuation, Strategic Planning, Investment Banking, Venture Capital, Mergers, Investments, Strategy, Corporate Development, Private Equity, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Start-ups, Corporate Finance, Management, Portfolio Management, Finance, Financial Modeling, New Business Development, Executive Management, Capital Markets, LBO, Entrepreneurship, Trading, Financial Analysis, Equities, Asset Management
Education
Harvard Business School 1986 — 1988
MBA
Duquesne University School of Law 1982 — 1986
JD
University of Virginia 1977 — 1981
BS, Commerce
Jarvinian Spectrum Opportunity Fund May 2014 - Present
First Marblehead Corporation May 2010 - Present
Jarvinian January 2008 - Present
Ludlow Partners 2001 - 2013
Atlas Venture 2000 - 2001
Robertson Stephens & Company 1993 - 2000
Morgan Stanley 1987 - 1993
U. S. Steel 1981 - 1986
Skills
Valuation, Strategic Planning, Investment Banking, Venture Capital, Mergers, Investments, Strategy, Corporate Development, Private Equity, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Start-ups, Corporate Finance, Management, Portfolio Management, Finance, Financial Modeling, New Business Development, Executive Management, Capital Markets, LBO, Entrepreneurship, Trading, Financial Analysis, Equities, Asset Management
Education
Harvard Business School 1986 — 1988
MBA
Duquesne University School of Law 1982 — 1986
JD
University of Virginia 1977 — 1981
BS, Commerce
Stephanie Lucchino's Morgan Stanley Experience January 1973 - December 1979
Job Associate Broker at Century #21, Frontier Realty
Industry Legal Services
Experience
Century #21 Frontier Realty September 2011 - Present
Century #21 Frontier Realty January 1990 - Present
Greenlee, Derrico & Posa December 1985 - Present
Morgan Stanley January 1973 - December 1979
Skills
Real Estate, Residential Homes, Short Sales, First Time Home Buyers, Foreclosures, Real Estate Transactions, Relocation, Sellers, New Home Sales, REO, Real Property, Listings, Investors, Investment Properties, Single Family Homes, Condos, Referrals
Education
Duquesne University 1969 — 1989
B.A., Poli Sc/Business Adm
Duquesne University 1969 — 1973
Bachelor of Arts (BA), Academic
Century #21 Frontier Realty September 2011 - Present
Century #21 Frontier Realty January 1990 - Present
Greenlee, Derrico & Posa December 1985 - Present
Morgan Stanley January 1973 - December 1979
Skills
Real Estate, Residential Homes, Short Sales, First Time Home Buyers, Foreclosures, Real Estate Transactions, Relocation, Sellers, New Home Sales, REO, Real Property, Listings, Investors, Investment Properties, Single Family Homes, Condos, Referrals
Education
Duquesne University 1969 — 1989
B.A., Poli Sc/Business Adm
Duquesne University 1969 — 1973
Bachelor of Arts (BA), Academic
Nora Body's Morgan Stanley Experience October 1995 - July 1996
Job Portfolio Accountant at Bank of New York Mellon
Industry Accounting
Experience
Bank of New York Mellon November 2010 - Present
Bank of NY Mellon March 2009 - November 2010
Standish Mellon July 2008 - March 2009
Ariba, Inc December 2006 - January 2008
Citizens Financial Group July 2005 - December 2006
UPMC Health Systems October 2002 - May 2005
Coury Health Services, Inc August 2000 - April 2002
Mellon Financial Corporation January 1998 - August 2000
Bear Stearns August 1996 - December 1997
Morgan Stanley October 1995 - July 1996
Skills
Financial Analysis, Account Reconciliation, Accounting, Access, Accounts Receivable, Finance, Analysis, Financial Accounting, Banking, Bloomberg, Cash Management, Investments, PeopleSoft, Portfolio Management, Valuation
Education
Duquesne University
BS Degree; BA Degree, Accounting/Business Mgmt& Paralegal; Economics and Psychology
University of Pittsburgh
Bachelor's degree, Economics
Bank of New York Mellon November 2010 - Present
Bank of NY Mellon March 2009 - November 2010
Standish Mellon July 2008 - March 2009
Ariba, Inc December 2006 - January 2008
Citizens Financial Group July 2005 - December 2006
UPMC Health Systems October 2002 - May 2005
Coury Health Services, Inc August 2000 - April 2002
Mellon Financial Corporation January 1998 - August 2000
Bear Stearns August 1996 - December 1997
Morgan Stanley October 1995 - July 1996
Skills
Financial Analysis, Account Reconciliation, Accounting, Access, Accounts Receivable, Finance, Analysis, Financial Accounting, Banking, Bloomberg, Cash Management, Investments, PeopleSoft, Portfolio Management, Valuation
Education
Duquesne University
BS Degree; BA Degree, Accounting/Business Mgmt& Paralegal; Economics and Psychology
University of Pittsburgh
Bachelor's degree, Economics
Toby Kraus's Morgan Stanley Experience July 2007 - July 2009
Job Senior Manager, Business Operations
Industry Automotive
Experience
Tesla Motors May 2013 - Present
Tesla Motors May 2011 - May 2013
Tesla Motors November 2009 - May 2011
Morgan Stanley July 2007 - July 2009
Skills
Business Analysis, Financial Modeling, Business Strategy, Team Leadership, Business Process..., Competitive Analysis, Corporate Finance, Cross-functional Team..., Data Analysis, Finance, Financial Analysis, Process Improvement, Project Management, Start-ups, Strategy, Brickwork, Leadership, Bricklaying, Management
Education
Duke University 2003 — 2007
Bachelor of Science (BS), Biomedical Engineering
Duke University 2003 — 2007
Bachelor of Science (BS), Economics
Tesla Motors May 2013 - Present
Tesla Motors May 2011 - May 2013
Tesla Motors November 2009 - May 2011
Morgan Stanley July 2007 - July 2009
Skills
Business Analysis, Financial Modeling, Business Strategy, Team Leadership, Business Process..., Competitive Analysis, Corporate Finance, Cross-functional Team..., Data Analysis, Finance, Financial Analysis, Process Improvement, Project Management, Start-ups, Strategy, Brickwork, Leadership, Bricklaying, Management
Education
Duke University 2003 — 2007
Bachelor of Science (BS), Biomedical Engineering
Duke University 2003 — 2007
Bachelor of Science (BS), Economics
Ty Newell's Morgan Stanley Experience June 2010 - July 2012
Job Vice President at TPG Real Estate
Industry Real Estate
Experience
TPG Capital January 2015 - Present
TPG Capital August 2012 - January 2015
Morgan Stanley June 2010 - July 2012
Developers Diversified Realty June 2009 - June 2010
Skills
Private Equity, Financial Analysis, Financial Modeling, Valuation, Capital Markets, Equities, Bloomberg, Investments
Education
Duke University 2005 — 2009
BA, Economics, Markets and Management
TPG Capital January 2015 - Present
TPG Capital August 2012 - January 2015
Morgan Stanley June 2010 - July 2012
Developers Diversified Realty June 2009 - June 2010
Skills
Private Equity, Financial Analysis, Financial Modeling, Valuation, Capital Markets, Equities, Bloomberg, Investments
Education
Duke University 2005 — 2009
BA, Economics, Markets and Management
Christopher Parisio's Morgan Stanley Experience October 2010 - June 2014
Job Consultant at Accenture Strategy
Industry Management Consulting
Experience
Accenture Strategy July 2014 - Present
Morgan Stanley October 2010 - June 2014
PricewaterhouseCoopers August 2006 - October 2010
Skills
CPA
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Business Administration (MBA)
The College of New Jersey 2002 — 2006
BS, Accountancy
Accenture Strategy July 2014 - Present
Morgan Stanley October 2010 - June 2014
PricewaterhouseCoopers August 2006 - October 2010
Skills
CPA
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Business Administration (MBA)
The College of New Jersey 2002 — 2006
BS, Accountancy
Aaron Bopp's Morgan Stanley Experience June 2011 - August 2011
Job Director, Fidelity Business Consulting at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments June 2015 - Present
L.E.K. Consulting September 2012 - May 2015
Morgan Stanley June 2011 - August 2011
J.P. Morgan May 2010 - July 2010
Emerging Markets Private Equity Association September 2009 - May 2010
Bank of America May 2007 - May 2009
First Analysis 2006 - 2007
Skills
Financial Modeling, Investment Banking, Valuation, Economics, Financial Analysis, Analysis, Strategy, Management Consulting, Corporate Finance, Emerging Markets, Data Analysis, Quantitative Analytics, Bloomberg Terminal, Business Strategy, Due Diligence, International Economics, Latin America, Macroeconomics, Policy Analysis, International..., Project Management, Team Leadership, Competitive Analysis, Growth Strategies, Mergers & Acquisitions, Strategic Planning, Market Research, Business Development, Analytics, Leadership, Financial Services
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2012
Master of Arts (M.A.), International Relations and Affairs
Indiana University Bloomington 1999 — 2004
BA/BS, Finance, Economics, Political Science
Fidelity Investments June 2015 - Present
L.E.K. Consulting September 2012 - May 2015
Morgan Stanley June 2011 - August 2011
J.P. Morgan May 2010 - July 2010
Emerging Markets Private Equity Association September 2009 - May 2010
Bank of America May 2007 - May 2009
First Analysis 2006 - 2007
Skills
Financial Modeling, Investment Banking, Valuation, Economics, Financial Analysis, Analysis, Strategy, Management Consulting, Corporate Finance, Emerging Markets, Data Analysis, Quantitative Analytics, Bloomberg Terminal, Business Strategy, Due Diligence, International Economics, Latin America, Macroeconomics, Policy Analysis, International..., Project Management, Team Leadership, Competitive Analysis, Growth Strategies, Mergers & Acquisitions, Strategic Planning, Market Research, Business Development, Analytics, Leadership, Financial Services
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2012
Master of Arts (M.A.), International Relations and Affairs
Indiana University Bloomington 1999 — 2004
BA/BS, Finance, Economics, Political Science
Shu (Nicole) Hong's Morgan Stanley Experience June 2010 - May 2012
Job Finance Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft July 2014 - Present
Morgan Stanley June 2010 - May 2012
PricewaterhouseCoopers August 2007 - June 2010
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, Finance and Business Decisions
Shanghai Jiao Tong University 2003 — 2007
Bachelor, Accounting
Microsoft July 2014 - Present
Morgan Stanley June 2010 - May 2012
PricewaterhouseCoopers August 2007 - June 2010
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, Finance and Business Decisions
Shanghai Jiao Tong University 2003 — 2007
Bachelor, Accounting
Alexander Hill's Morgan Stanley Experience January 2014 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley August 2010 - December 2013
Morgan Stanley June 2009 - August 2009
PricewaterhouseCoopers August 2004 - July 2008
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Private Equity, Financial Analysis, Investment Banking, Due Diligence, Emerging Markets, Venture Capital, Strategy, Business Strategy, Competitive Analysis
Education
Duke Fuqua School of Business 2008 — 2010
MBA
University of Richmond 2000 — 2004
BA, Accounting, Finance, Magna Cum Laude
Morgan Stanley January 2014 - Present
Morgan Stanley August 2010 - December 2013
Morgan Stanley June 2009 - August 2009
PricewaterhouseCoopers August 2004 - July 2008
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Private Equity, Financial Analysis, Investment Banking, Due Diligence, Emerging Markets, Venture Capital, Strategy, Business Strategy, Competitive Analysis
Education
Duke Fuqua School of Business 2008 — 2010
MBA
University of Richmond 2000 — 2004
BA, Accounting, Finance, Magna Cum Laude
Kristin Abely Dolan's Morgan Stanley Experience 1988 - 2008
Job
Industry Financial Services
Experience
PowerPlay NYC, Inc. 2008 - 2010
Morgan Stanley 1988 - 2008
Education
Duke Fuqua School of Business 1991 — 1993
MBA, Finance
Harvard University 1984 — 1988
BA, Economics
Staples High School 1981 — 1984
PowerPlay NYC, Inc. 2008 - 2010
Morgan Stanley 1988 - 2008
Education
Duke Fuqua School of Business 1991 — 1993
MBA, Finance
Harvard University 1984 — 1988
BA, Economics
Staples High School 1981 — 1984
John Withrow's Morgan Stanley Experience 2000 - 2006
Job Head of High Yield Trading at CarVal Investors
Industry Financial Services
Experience
CarVal Investors February 2015 - Present
Macquarie Credit Investment Management, Inc. 2012 - February 2015
Macquarie Group 2008 - 2012
Old Lane 2006 - 2008
Morgan Stanley 2000 - 2006
Skills
High Yield, Hedge Funds, Financial Analysis, Fixed Income, Relative Value, Credit Derivatives, Equities, CDS, Alternative Investments, Bonds, Special Situations, Credit Trading
Education
Duke University - The Fuqua School of Business 1999 — 2001
Master of Business Administration (M.B.A.)
University of Pittsburgh 1998 — 2000
Master of Science (MS), Bioengineering
University of Pittsburgh 1993 — 1997
Bachelor of Science in Engineering, Mechanical Engineering
CarVal Investors February 2015 - Present
Macquarie Credit Investment Management, Inc. 2012 - February 2015
Macquarie Group 2008 - 2012
Old Lane 2006 - 2008
Morgan Stanley 2000 - 2006
Skills
High Yield, Hedge Funds, Financial Analysis, Fixed Income, Relative Value, Credit Derivatives, Equities, CDS, Alternative Investments, Bonds, Special Situations, Credit Trading
Education
Duke University - The Fuqua School of Business 1999 — 2001
Master of Business Administration (M.B.A.)
University of Pittsburgh 1998 — 2000
Master of Science (MS), Bioengineering
University of Pittsburgh 1993 — 1997
Bachelor of Science in Engineering, Mechanical Engineering
Jonathan Steinmetz's Morgan Stanley Experience August 2001 - September 2008
Job Analyst at Sound Shore Management
Industry Financial Services
Experience
Sound Shore Management September 2008 - Present
Morgan Stanley August 2001 - September 2008
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA
University of Pennsylvania - The Wharton School 1991 — 1995
Sound Shore Management September 2008 - Present
Morgan Stanley August 2001 - September 2008
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA
University of Pennsylvania - The Wharton School 1991 — 1995
Derrick Roth's Morgan Stanley Experience July 2000 - April 2013
Job Managing Director at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company May 2015 - Present
GCA Savvian July 2013 - May 2015
Morgan Stanley July 2000 - April 2013
Atlantic Gulf Communities 1994 - 1998
Skills
Private Equity, Corporate Finance, Finance, Mergers, M
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA
University of Florida 1990 — 1994
William Blair & Company May 2015 - Present
GCA Savvian July 2013 - May 2015
Morgan Stanley July 2000 - April 2013
Atlantic Gulf Communities 1994 - 1998
Skills
Private Equity, Corporate Finance, Finance, Mergers, M
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA
University of Florida 1990 — 1994
Barry J. Thompson's Morgan Stanley Experience July 2001 - September 2003
Job Business Development Executive at Swiss Post Solutions, Inc.
Industry Outsourcing/Offshoring
Experience
Swiss Post Solutions, Inc. November 2012 - Present
InterCall/West Corporation July 2011 - November 2012
Ricoh Business Solutions April 2006 - July 2011
JP Morgan Chase September 2003 - September 2005
Morgan Stanley July 2001 - September 2003
Computer Associates, Inc August 2000 - August 2001
Canon Business Solutions November 1995 - August 2000
Skills
Sales, Project Management, Salesforce.com, Strategic Partnerships, Cold Calling, Direct Sales, Account Management, B2B, CRM, New Business Development, Solution Selling, Business Development, Sales Process, Sales Management, Lead Generation, Contract Negotiation
Education
Duke University - The Fuqua School of Business
MBA, Marketing
Howard University
BBA, Marketing & Business Management
Swiss Post Solutions, Inc. November 2012 - Present
InterCall/West Corporation July 2011 - November 2012
Ricoh Business Solutions April 2006 - July 2011
JP Morgan Chase September 2003 - September 2005
Morgan Stanley July 2001 - September 2003
Computer Associates, Inc August 2000 - August 2001
Canon Business Solutions November 1995 - August 2000
Skills
Sales, Project Management, Salesforce.com, Strategic Partnerships, Cold Calling, Direct Sales, Account Management, B2B, CRM, New Business Development, Solution Selling, Business Development, Sales Process, Sales Management, Lead Generation, Contract Negotiation
Education
Duke University - The Fuqua School of Business
MBA, Marketing
Howard University
BBA, Marketing & Business Management
Yuci (Jenny) Zhang's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Duke University August 2011 - May 2014
Morgan Stanley June 2013 - August 2013
Credit Suisse June 2012 - August 2012
Guosen Securities December 2011 - January 2012
Beijing Zhengda United Investment Co., Ltd June 2011 - August 2011
HSBC May 2010 - August 2010
Skills
Data Analysis, Valuation, Leadership, Analysis, Economics, Finance, Research, Microsoft Excel, PowerPoint, Training
Education
Duke University 2010 — 2014
Bachelor of Science (B.S.), B.S. of Statistics, with Distinction; B.S. of Economics Finance Concentration, with Distinction
Morgan Stanley June 2014 - Present
Duke University August 2011 - May 2014
Morgan Stanley June 2013 - August 2013
Credit Suisse June 2012 - August 2012
Guosen Securities December 2011 - January 2012
Beijing Zhengda United Investment Co., Ltd June 2011 - August 2011
HSBC May 2010 - August 2010
Skills
Data Analysis, Valuation, Leadership, Analysis, Economics, Finance, Research, Microsoft Excel, PowerPoint, Training
Education
Duke University 2010 — 2014
Bachelor of Science (B.S.), B.S. of Statistics, with Distinction; B.S. of Economics Finance Concentration, with Distinction
Chad Harris's Morgan Stanley Experience 2005 - 2008
Job Associate at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2012 - Present
Duke University: The Fuqua School of Business 2010 - July 2012
MTV Networks 2008 - 2010
Morgan Stanley 2005 - 2008
Skills
Strategy, Business Development, Investment Banking, Equity Research, Financial Modeling, Valuation, Financial Analysis, Competitive Analysis, Corporate Finance, Market Research, Data Analysis, Business Strategy, Due Diligence
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA)
Morehouse College 2001 — 2005
B.A., Business Administration - Finance
SunTrust Robinson Humphrey July 2012 - Present
Duke University: The Fuqua School of Business 2010 - July 2012
MTV Networks 2008 - 2010
Morgan Stanley 2005 - 2008
Skills
Strategy, Business Development, Investment Banking, Equity Research, Financial Modeling, Valuation, Financial Analysis, Competitive Analysis, Corporate Finance, Market Research, Data Analysis, Business Strategy, Due Diligence
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA)
Morehouse College 2001 — 2005
B.A., Business Administration - Finance
Igor Pavlov's Morgan Stanley Experience April 2004 - August 2010
Job Managing Director at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2012 - Present
BNP Paribas February 2011 - April 2012
Citadel Investment Group August 2009 - October 2010
Morgan Stanley April 2004 - August 2010
Bear Stearns February 2001 - March 2004
JP Morgan Chase August 1998 - November 2000
Skills
Trading, Bonds, Fxed Income ETFs, CDS, High Yield
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance
Elon University 1992 — 1994
Bachelor's Degree, Math, Physics, Summa Cum Laude
Jefferies & Company July 2012 - Present
BNP Paribas February 2011 - April 2012
Citadel Investment Group August 2009 - October 2010
Morgan Stanley April 2004 - August 2010
Bear Stearns February 2001 - March 2004
JP Morgan Chase August 1998 - November 2000
Skills
Trading, Bonds, Fxed Income ETFs, CDS, High Yield
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance
Elon University 1992 — 1994
Bachelor's Degree, Math, Physics, Summa Cum Laude
Andrew Waine, CFA's Morgan Stanley Experience March 2010 - May 2011
Job Investment Director at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2013 - Present
Merrill Lynch August 2011 - April 2013
Morgan Stanley March 2010 - May 2011
Church Tavern Advisors, LLC June 2002 - March 2010
WestLB June 1997 - June 2002
Morgan Stanley March 1993 - June 1997
Skills
Structured Finance, Portfolio Management
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Middlebury College 1984 — 1988
Bachelor of Arts, Physics
Wellington Management April 2013 - Present
Merrill Lynch August 2011 - April 2013
Morgan Stanley March 2010 - May 2011
Church Tavern Advisors, LLC June 2002 - March 2010
WestLB June 1997 - June 2002
Morgan Stanley March 1993 - June 1997
Skills
Structured Finance, Portfolio Management
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Middlebury College 1984 — 1988
Bachelor of Arts, Physics
Scott Kereiakes's Morgan Stanley Experience October 2008 - Present
Job Macro PM / CVA Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2008 - Present
Morgan Stanley July 2007 - September 2008
Skills
Derivatives, Interest Rate Swaps, Global Macro, Commodity Risk..., Commodities Trading, Credit Trading, FX Swaps, Trading
Education
Duke University 2003 — 2007
BS, Economics
Morgan Stanley October 2008 - Present
Morgan Stanley July 2007 - September 2008
Skills
Derivatives, Interest Rate Swaps, Global Macro, Commodity Risk..., Commodities Trading, Credit Trading, FX Swaps, Trading
Education
Duke University 2003 — 2007
BS, Economics
Carl Nordberg's Morgan Stanley Experience 2004 - Present
Job Managing Director at Morgan Stanley Investment Banking
Industry Financial Services
Experience
Morgan Stanley 2004 - Present
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Morgan Stanley 2004 - Present
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Sylvia (Lee) Favretto's Morgan Stanley Experience 2009 - 2010
Job Financial Institutions Attorney at Shearman & Sterling LLP
Industry Law Practice
Experience
Shearman & Sterling LLP January 2015 - Present
Shearman & Sterling LLP September 2006 - January 2015
Morgan Stanley 2009 - 2010
Skills
Financial Institutions, Regulatory Policy, Corporate Law, Cross-border..., Regulatory Guidelines, Leveraged Finance, Secured Transactions, Legal Writing, Legal Opinions, Asset Based Lending, Joint Ventures, Private Equity, Licensing
Education
University of Michigan Law School 2003 — 2006
Doctor of Law (J.D.)
Duke University 1999 — 2003
Bachelor of Arts (B.A.)
Shearman & Sterling LLP January 2015 - Present
Shearman & Sterling LLP September 2006 - January 2015
Morgan Stanley 2009 - 2010
Skills
Financial Institutions, Regulatory Policy, Corporate Law, Cross-border..., Regulatory Guidelines, Leveraged Finance, Secured Transactions, Legal Writing, Legal Opinions, Asset Based Lending, Joint Ventures, Private Equity, Licensing
Education
University of Michigan Law School 2003 — 2006
Doctor of Law (J.D.)
Duke University 1999 — 2003
Bachelor of Arts (B.A.)
Spencer Steinberg's Morgan Stanley Experience May 2015 - July 2015
Job Student at Duke University
Industry Financial Services
Experience
Morgan Stanley May 2015 - July 2015
Duke University January 2015 - May 2015
The Greenstone Araneo Management Group at Morgan Stanley May 2014 - August 2014
Education
Duke University 2013 — 2017
Economics, Computer Science
University of Sydney 2015 — 2015
Morgan Stanley May 2015 - July 2015
Duke University January 2015 - May 2015
The Greenstone Araneo Management Group at Morgan Stanley May 2014 - August 2014
Education
Duke University 2013 — 2017
Economics, Computer Science
University of Sydney 2015 — 2015
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS