Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley Employees
Eastdil Secured August 2015 - Present
Morgan Stanley January 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Emory University October 2012 - May 2015
Student Media Group May 2013 - August 2013
The Leukemia & Lymphoma Society June 2010 - August 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Stata, PowerPoint, Advertising, Leadership, Data Analysis
Education
Emory University - Goizueta Business School 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Emory University 2012 — 2016
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Economics
Charter School of Wilmington 2008 — 2012
Morgan Stanley December 2014 - Present
Corruption Research Center Budapest July 2014 - November 2014
University of Cambridge May 2014 - June 2014
MAVIR Hungarian Transmission Operator Co. June 2012 - July 2012
Skills
Economics, Data Analysis, Research, VBA, SQL, Python, Stata, English, Statistics, Microsoft Excel, Microsoft Office, Econometrics, PowerPoint, Analysis, EViews, R, Matlab, Risk Management, Financial Analysis
Education
University of Amsterdam 2013 — 2014
Master's degree, Economics (Behavioral economics and Game Theory), 8.25/10
Eötvös Loránd University 2010 — 2013
Bachelor's degree, Applied Economics, 4.3/5
Toldy Ferenc Gimnázium 2004 — 2009
CEB May 2014 - Present
MarkITx May 2013 - April 2014
CallMe June 2010 - June 2012
Blue Point Capital Partners June 2007 - June 2009
Morgan Stanley May 2005 - November 2006
Japan Exchange and Teaching Program(me) (JET) June 2001 - June 2004
Skills
B2B Marketing, Advertising, Brand Consulting, Brand Architecture, Company Naming, B2C Marketing, Creative Strategy, Entrepreneurship, Ideation, Innovation, Leadership, Marketing Strategy, Start-ups
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Entrepreneurship, Marketing, and Management
Washington and Lee University 1997 — 2001
B.A.
Middlebury College 1998 — 2000
Japanese Language Immersion Program
Insperity May 2014 - Present
Insperity August 2009 - May 2014
Georgia-Pacific May 2008 - August 2008
Morgan Stanley October 2005 - June 2007
BNP Paribas October 2004 - October 2005
Duke Energy January 2002 - October 2004
Skills
Competitive Analysis, Financial Modeling, Financial Analysis, Valuation, Analysis, Strategic Planning, Due Diligence, Mergers & Acquisitions, Mergers, Market Analysis, Credit Analysis, Risk Management, Corporate Development, Credit Risk, Business Planning, Market Research, Marketing, Leadership, Portfolio Management, Banking, Banking Relationships, Financial Statement..., Identifying New..., Deal Sourcing, M&A support, Acquisition Targeting, Acquisition Screening, Acquisition Assessment, DCF Valuation, Sensitivity Analysis, Forecasting, Economic Data Analysis, Risk Analysis, Trend Analysis, Emerging Technologies, SaaS, Capital Allocation, Energy Derivatives, Derivatives Trading, Data-driven Decision..., Big Picture View, Close Attention to..., Action Oriented, Solution Focused, Result Oriented, Achieving Measurable..., Microsoft Office, Microsoft Word, Excel, PowerPoint
Education
Emory University - Goizueta Business School 2007 — 2009
MBA, Strategy, Finance, and Marketing
The University of Texas at Austin - The Red McCombs School of Business 1997 — 2001
BBA, Finance
J.P. Morgan September 2015 - Present
Burger King Corporation March 2015 - September 2015
Morgan Stanley March 2012 - December 2014
Citi June 2014 - September 2014
Emory University October 2011 - April 2014
Citi June 2013 - August 2013
PosTed Marketing Services October 2011 - January 2013
Let Medical Systems, Corp. March 2010 - June 2011
The Town of Miami Lakes June 2010 - August 2010
Let Medical Systems, Corp. November 2009 - March 2010
Education
Emory University 2011 — 2014
Bachelor of Business Administration; Joint Major: Psychology & Linguistics, Concentrations: Marketing; Organization & Management
Belen Jesuit Preparatory School 2009 — 2011
Colegio San Mateo Apostol 1999 — 2008
Schroders July 2015 - Present
Morgan Stanley March 2014 - June 2015
Hudson City Savings Bank June 2013 - August 2013
Citi May 2010 - August 2010
Jianjin Construction Consulting May 2009 - August 2009
Skills
Fixed Income, Derivatives, Valuation, French, Chinese, Microsoft Office, C++, SQL, Equity Valuation, Corporate Finance, Option Pricing Models, Matlab, R, Equity Research
Education
University of Michigan 2012 — 2013
Master's degree, Financial Engineering
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Applied Math
Morgan Stanley June 2015 - August 2015
CHILDS Advisory Partners January 2015 - May 2015
PwC July 2014 - August 2014
Morgan Stanley March 2014 - April 2014
Leonis Partners March 2013 - August 2013
Education
Emory University - Goizueta Business School 2013 — 2016
Bachelor of Business Administration (BBA), Finance
Emory University 2012 — 2016
Bachelor of Applied Science (BASc), Applied Mathematics
Nanjing Foreign Language School Cambridge A-Level Center 2009 — 2012
High School Diploma
SunTrust Bank July 2013 - Present
SunTrust Bank August 2012 - July 2013
Ernst & Young July 2007 - August 2012
Morgan Stanley March 2004 - July 2007
Morgan Stanley 2000 - 2004
CIBC Wealth Management 1998 - 2000
Skills
Business Transformation, Program Management, Project Coordination, Business Process, Development Of People, People Management, Process Improvement, Business Process..., Process Mapping, Process Optimization, Finance Transformation, Team Leadership, Strategic Leadership, Change Management, Business Change..., Cross-functional Team..., Executive Communications, Operating Model Design, business performance..., Process Transformation, Analysis, Business Performance..., Business Process Mapping, Leadership, Management, Operating Models, Operations Management, People Development, Project Management, Strategic Planning, Strategy, Financial Analysis, Finance
Education
Emory University - Goizueta Business School 2004 — 2007
MBA
Morgan Stanley July 2005 - Present
Bank of New York 2001 - 2004
Skills
Organization, Leadership, Problem Solving, Analytic Thinking, Teamwork, Project Management, IT Operations, Goal Oriented, Business Process..., Derivatives, Risk Management, Financial Modeling, Fixed Income, Financial Analysis, Commodity, Management, Trading
Education
Emory University
Associate's degree, Business Administration and Management, General
Mercy College
Master of Science (M.S.), Investments and Securities
NYU Stern School of Business
Bachelor's degree, Finance and International Business
Citi June 2015 - Present
Emory University Goizueta Business School January 2014 - May 2015
Citi June 2014 - August 2014
UBS July 2013 - August 2013
Morgan Stanley March 2013 - March 2013
Mount Sinai Adolescent Health Center June 2012 - August 2012
K.I.D.S. Foundation August 2009 - August 2009
Skills
Microsoft Excel, Research, Bloomberg, Data Analysis
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Arabic, Cumulative GPA 3.85/4.00
University of Economics Prague 2013 — 2013
Northfield Mount Hermon School 2007 — 2011
High School Diploma
Morgan Stanley October 2017 — Present
Vastardis Capital Services August 2010 — May 2013
The Bank of New York Mellon July 2008 — August 2010
Kooperman Kooperman and Tso LL May 2007 — August 2007
Goizueta Business School 2006 — 2007
Passante Associates LLC May 2006 — August 2006
Education
Emory University 2004 — 2008
Bachelors, Economics
Morgan Stanley 2015 - Present
NAEPC 2012 - Present
Wells Fargo 2005 - 2014
Wachovia 2005 - 2009
Family Office Exchange 2002 - 2004
Merrill Lynch Trust Company 2000 - 2002
Skills
Securities, Investments, Due Diligence, Mergers & Acquisitions, Wealth Management, Asset Management, Succession Planning, Alternative Investments, Asset Allocation, Financial Analysis, Financial Services, Hedge Funds, High Net Worth..., Investment Advisory, Management, Mutual Funds, Private Equity, Wealth Management...
Education
Emory University School of Law 1989 — 1991
Master of Laws (LL.M.), Tax Law/Taxation
The University of Georgia 1988 — 1988
Juris Doctor, Law
UT El Paso 1980 — 1985
Bachelor of Business Administration (BBA), Accounting, cum laude
CIBC World Markets 2013 - 2014
Peregrine Financial Group 2011 - 2012
RBS Global Banking & Markets April 2005 - 2011
Morgan Stanley October 1999 - April 2005
Morgan Stanley Trust Company 1992 - 1999
Morgan Stanley Trust Company 1989 - 1992
Bankers Trust Company 1986 - 1989
Skills
FX Options, Foreign Exchange, Derivatives, Capital Markets, Currency, FX trading, Hedge Funds, Trading Systems, Options, Electronic Trading, Financial Markets, Structured Products, Institutional Sales, FX Hedging, Trade Compliance, Legal Compliance, Global Macro, Quantitative Investing, Alternative Investments, Pension Funds, ERISA, Dodd-Frank, Futures Trading, Swaps, Trading, Market Risk, Series 7, Series 3, Series 63, Fixed Income, Emerging Markets, Investments, Prime Brokerage, Investment Banking, Asset Management, Foreign Currency, Presentation Skills, International Sales, Macroeconomics, Mutual Funds, FX Derivatives, Bloomberg
Education
Emory University - Goizueta Business School 1985 — 1986
Bachelor of Business Administration (BBA), Finance, General
Emory University 1982 — 1986
BBA, Finance / Economics
Wells Fargo Securities June 2014 - Present
Goizueta Investors August 2013 - May 2014
Goizueta Investment Management Group September 2012 - May 2014
HSBC Securities June 2013 - August 2013
Goizueta Investors September 2012 - May 2013
Morgan Stanley May 2012 - August 2012
Finance Department, Goizueta Business School October 2011 - April 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Research, C/C++ STL, Java, Golf, Tennis, Backpacking, Economics, Financial Analysis, Data Analysis, Statistics, Investment Banking, Corporate Finance, Financial Modeling, Microsoft Office, Valuation
Education
Goizueta Business School, Emory University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Computer Science
MetLife August 2008 - May 2014
MetLife August 2007 - August 2008
MetLife September 2004 - August 2007
Morgan Stanley April 2002 - March 2004
Goldman Sachs July 2001 - January 2002
Education
Emory University - Goizueta Business School 1997 — 2001
Bachelor of Business Administration (BBA), Finance, Accounting, & Marketing
The University of Edinburgh 2000 — 2000
Study Abroad Program, Spring Semester
Kairos Surgical November 2014 - Present
Morgan Stanley November 2013 - May 2014
Vocus May 2013 - October 2013
Lenovo May 2011 - April 2013
Converse September 2009 - May 2010
Skills
Direct Sales, Social Networking, Management, Marketing, Sales, Email Marketing, Sales Process, Cloud Computing, SEM, Integrated Marketing, Cold Calling, Salesforce.com, Account Management, Sales Management, B2B, New Business Development, Customer Retention
Education
Endicott College 2006 — 2010
Bachelor of Science, Business Administration; Management; 2010
Chaminade College 2002 — 2006
High School Diploma, General
Emory Impact Investing Group January 2015 - Present
Morgan Stanley August 2014 - Present
Goizueta Business School August 2012 - Present
Google August 2014 - August 2014
Goldman Sachs June 2014 - August 2014
Travelers May 2013 - August 2013
College Council at Emory University April 2013 - May 2013
Residence Hall Association at Emory University September 2012 - May 2013
Skills
PowerPoint, Insurance, Finance, Management, Underwriting, Claim, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Customer Service, Access, Data Analysis, Outlook, Analysis, Financial Modeling, Risk Management, Teamwork, Research, Accounting, Leadership
Education
Emory University 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Training the Street
Corporate Valuation Course
Strategic Asset Management March 2013 - Present
Morgan Stanley July 2007 - March 2013
Goldman Sachs June 2006 - August 2006
Education
Emory University 2003 — 2007
Bachelor of Arts (B.A.), Mathematics
Emory University - Goizueta Business School 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Serta Simmons Bedding, LLC July 2015 - Present
Novelis March 2014 - July 2015
Novelis February 2012 - March 2014
Novelis February 2010 - February 2012
Novelis Asia August 2009 - January 2010
Novelis Inc. December 2008 - July 2009
Jungchul Language Institute January 2008 - August 2008
Morgan Stanley August 2007 - December 2007
SK Energy June 2007 - August 2007
Skills
Business Strategy, Business Development, Forecasting, Hyperion Enterprise, Financial Modeling, Finance, Financial Analysis, English, Microsoft Office, Strategy, Essbase, Analysis, Korean, Financial Reporting, SAP, Six Sigma, Aluminum Recycling, Hyperion, Raw Material Costs
Education
Emory University - Goizueta Business School 2013 — 2016
Master of Business Administration (MBA)
University of Tennessee-Knoxville 2002 — 2007
B.S. in Bus. Administration, Finance w/ International Business Collateral
연세대학교 / Yonsei University
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Alpha Epsilon Pi May 2012 - May 2013
Emory University September 2011 - December 2012
4Di Capital June 2012 - July 2012
Wellmont Theater June 2011 - August 2011
Rosen Group Inc. June 2009 - August 2011
Education
Emory University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Goizueta Business School, Emory University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Prezi August 2015 - Present
Prezi April 2014 - August 2015
Prezi October 2013 - April 2014
Prezi August 2012 - October 2013
Morgan Stanley May 2011 - August 2012
Morgan Stanley January 2011 - May 2011
Morgan Stanley February 2009 - January 2011
Skills
Eye for UI design, Software Ergonomy, Flex, DB2, Design Patterns, WPF, Perl, Java, Ksh, Autosys, C#, ActionScript, Haxe, OOP, XML, SQL
Education
Eötvös Loránd Tudományegyetem 2003 — 2011
MSc, Computer Science
Morgan Stanley Graduate Training Programme 2009 — 2009
Technology Associate, Computer Science
University of Twente 2007 — 2008
Computer science (Erasmus)
Morgan Stanley April 1999 - Present
Oppenheimer & Co. 1981 - 1998
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1979 - 1981
US Securities and Exchange Commission 1976 - 1979
Skills
Securities, Alternative Investments, Wealth Management, Hedge Funds, Equities, Capital Markets, FINRA, Investments, Investment Advisory
Education
Emory University School of Law 1973 — 1976
JD, Law
University of Rochester 1971 — 1973
BA, Economics, Psychology
Simmons College 1969 — 1971
Steve Mandell Consulting April 2015 - Present
Calypso Technology May 2012 - March 2015
Morgan Stanley October 2006 - January 2012
DPM Mellon July 2002 - October 2006
Murex January 2002 - June 2002
Princeton Financial Systems November 1990 - October 2001
JPMorgan Chase 1988 - 1990
JPMorgan Chase 1985 - 1988
JPMorgan Chase 1982 - 1985
Deloitte & Touche 1980 - 1982
Skills
Accounting, Business Analysis, Financial Reporting, Derivatives, FAS 133, FAS 157, FAS 161, Interest Rate..., Back Office, Fixed Income, Trading, Investments, Mutual Funds, Portfolio Management, Capital Markets, Finance, Securities, Options, Management, Valuation, Financial Services, Bonds, Equities
Education
Emory University - Goizueta Business School 1978 — 1980
MBA, Accounting/Finance
Rutgers, The State University of New Jersey-New Brunswick 1973 — 1977
Batchelor of Arts, Business Administration
The Boston Consulting Group July 2014 - August 2014
The Boston Consulting Group July 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Photoshop, Logo Design, Teamwork, Quantitative Analytics, Literature research, Financial Modeling, Bloomberg Terminal, Microsoft Office, Data Analysis
Education
The London School of Economics and Political Science (LSE) 2015 — 2015
Summer study aboard program, Business/Managerial Economics
Emory University 2013 — 2015
Bachelor of Arts (B.A.), Economics and Media studies
Morgan Stanley May 2014 - Present
Mercer July 2011 - April 2014
Davler Media Group June 2010 - August 2010
TRAFFIQ 2007 - 2008
Allagash Trading, LLC 2006 - 2006
Skills
Journalism, Microsoft Office, PowerPoint, Microsoft Excel, Internal Communications, Corporate Communications, Strategic Communications, Blogging, Spanish, Social Media Marketing, Social Media, Research, Editing
Education
Emory University 2007 — 2011
Bachelor of Arts, Spanish & Journalism
CohnReznick LLP November 2014 - Present
CohnReznick LLP June 2013 - July 2013
Neuberger Berman 2012 - 2012
Morgan Stanley June 2011 - August 2011
Skills
PowerPoint, Accounting, Bloomberg, Microsoft Excel, Auditing
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Bank of America May 2015 - Present
Thomson Reuters January 2014 - January 2015
Thomson Reuters February 2012 - January 2015
Morgan Stanley September 2011 - February 2012
Morgan Stanley October 2007 - January 2012
Morgan Stanley February 2005 - January 2012
Merrill Lynch May 1998 - February 2004
Merrill Lynch August 1995 - May 1998
Merrill Lynch August 1993 - August 1995
Morgan Stanley August 1987 - July 1991
Skills
Equities, Securities, Investment Banking, Financial Services, Financial Regulation, Series 7, Strategy, Financial Markets, Business Analysis, CRM, Fixed Income, Risk Management, Regulatory Compliance, Compliance Management, Product Management
Education
New York University, Stern School of Business 1991 — 1993
MBA, Finance
Emory University - Goizueta Business School 1983 — 1987
BBA, Finance
Citi August 2013 - Present
Citi June 2012 - August 2012
Emory Center for Alternative Investments August 2011 - May 2012
Morgan Stanley June 2011 - August 2011
MF Global June 2010 - August 2010
Valley National Bank June 2008 - August 2009
Skills
Financial Modeling, Financial Analysis
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance
Cornerstone Financial Partners, Inc July 2006 - Present
Morgan Stanley 2005 - 2006
Skills
Wealth Management, Financial Advisory, Series 7, Certified Financial..., Retirement Planning, Investment Advisory, Life, Finance, Investments, Management, Risk Management, Strategic Financial...
Education
Queens University of Charlotte 2011 — 2012
Certified Financial Planner, Finance, General
Emory University - Goizueta Business School 2004 — 2008
Bachelors, Business Administration & Finance
SunTrust Bank July 2013 - Present
Accenture June 2011 - July 2013
Goizueta Business School August 2009 - May 2011
Bank of America 2010 - 2010
Morgan Stanley June 2007 - July 2009
MSA Mortgage August 2006 - June 2007
Skills
Customer Relations, Financial Modeling, Excel, Financial Analysis, Management Consulting, Microsoft Excel, Customer Service, Strategy, Performance Management, Strategic Planning, Finance, Business Strategy, Data Analysis, Management, Business Analysis, Process Improvement, Sales, Project Management, Program Management
Education
Emory University - Goizueta Business School 2009 — 2011
Master of Business Administration (M.B.A.), Strategy & Finance
Georgia Institute of Technology 1998 — 2003
Bachelor of Science (BS), Industrial Engineering
RBC August 2015 - Present
Lenox Advisors June 2015 - August 2015
AppleOne Employment Services July 2014 - August 2014
Morgan Stanley July 2014 - July 2014
Family Karate Super Center April 2007 - June 2013
Skills
Public Speaking, Management, Team Leadership, Teaching, Sales, Customer Service, Employee Training, Fitness, Martial Arts, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Marketing, Microsoft Office, Microsoft Exchange, iMovie, Spanish-English, Seminars
Education
Emory University 2013 — 2017
Bachelor of Science (BS), Applied Mathematics
South Brunswick High School 2009 — 2013
High School Diploma
Guggenheim Partners June 2015 - August 2015
Compass Group August 2014 - December 2014
Morgan Stanley May 2014 - August 2014
Professional Lifeguarding and Safety Services May 2013 - August 2013
Emory University January 2013 - May 2013
Education
Emory University - Goizueta Business School 2012 — 2016
BBA, Concentration in Finance
San Juan Hills High School 2008 — 2012
Valedictorian
J.P. Morgan, Corporate & Investment Bank November 2014 - Present
JPMorgan Chase & Co. December 2013 - November 2014
JP Morgan Chase, Commercial Banking June 2010 - December 2013
Bank of America February 2008 - June 2010
Bank of america May 2007 - February 2010
Bank of America June 2006 - May 2007
Morgan Stanley March 2005 - July 2005
Green Star Social Marketing May 2004 - August 2004
Skills
Selling, New Business Development, Treasury Management, Performance Management, Latin America, Banking, Cash Management, Commercial Banking, Portfolio Management, Financial Modeling, Credit, FX Options, Financial Analysis, Corporate Finance, Business Development, Business Planning, CRM, Finance, Financial Services, Management, Payments, Strategy, Treasury, Market Research, Relationship Management, Risk Management, Credit Risk, Investments
Education
Emory University 2002 — 2006
BA, Economics
Emory University 2002 — 2006
BA, Economics and International Business
Morgan Stanley August 2013 - Present
Deloitte September 2012 - August 2013
Emory University August 2010 - September 2012
Accenture September 2008 - June 2010
Accenture March 2007 - September 2008
Accenture March 2005 - March 2007
Nortel Government Solutions April 2003 - March 2005
Skills
IT Strategy, Enterprise Architecture, Business Analysis, SDLC, Project Management, SOA, Management Consulting, Business Process Design, Business Process..., Software Project..., Data Analysis, Requirements Analysis, Business Intelligence, Integration, SQL, Consulting, Java Enterprise Edition, Analytics, Business Process, Databases, Data Warehousing, Data Modeling, Governance, Web Services, Visio, Vendor Management, Systems Analysis, Strategy, Software Development, Requirements Gathering, Process Improvement, Oracle, Information Technology, IT Service Management, IT Management, Agile Project Management, Analysis, Architectures, Business Process..., Business Requirements, Business Strategy, Business Transformation, CRM, Change Management, Cloud Computing, Cross-functional Team..., Enterprise Software, ITIL, PMO, Project Portfolio...
Education
Emory University - Goizueta Business School 2010 — 2012
MBA
James Madison University 1998 — 2002
BBA, Computer Information Systems
Morgan Stanley 2013 - Present
Siren's Tale Productions 1998 - Present
Present Tense Productions 1998 - 2008
Kim Cummings Consulting March 1993 - August 2007
Columbia University Information Technology 2005 - 2007
Apple Computer 1988 - 1992
Harris Computer Systems Division 1986 - 1988
Skills
Editing, Writing, Post Production, Script, Short Films, Feature Films, Film Production, Screenwriting, Film, Production, Final Cut Pro, Scripting, Directing, Creative Writing, Video, Producing, Video Production, Film Editing, Independent Film, Narrative, Final Draft, Commercials, Drama, Broadcast, Television
Education
Emory University 1982 — 1986
BS, Math/Computer Science
The New School
Edge Capital Partners July 2007 - Present
Credit Suisse February 2006 - June 2007
CSFB March 2002 - February 2006
Morgan Stanley 2001 - 2002
Education
Emory University - Goizueta Business School 2003 — 2006
MBA
Sewanee-The University of the South 1993 — 1997
BA, History
Quantcast February 2013 - August 2013
Knewton, Inc October 2011 - August 2012
D. E. Shaw & Co., L.P. May 2007 - July 2011
Longitude, Inc. October 2002 - May 2007
Morgan Stanley July 1994 - March 2002
Charles River Computers March 1992 - July 1994
Personal Computer Learning Centers September 1989 - March 1992
Skills
Unix, Linux, Solaris, Ruby, Perl, TCP/IP, Configuration Management, Kerberos, Data Center, Cloud Computing, Distributed Systems, Unix Shell Scripting, Enterprise Architecture, SQL, Low Latency, Trading Systems, Software Development, Shell Scripting, Cisco Networking
Education
Emory University 1985 — 1989
B/A, History, Economics
UBS Wealth Management February 2009 - Present
Morgan Stanley May 2000 - February 2009
Sterne Agee February 1993 - May 2000
Skills
Wealth Management, Management Consulting, Investments, Financial Analysis, Hedge Funds, Asset Managment, Asset Management, Equities, Strategy, Capital Markets
Education
Emory University 1980 — 1984
Emory University - Goizueta Business School 1980 — 1984
BBA
Morgan Stanley May 2015 - Present
Emory Entrepreneurship & Venture Management HackATL January 2015 - Present
Odds-On December 2014 - Present
Intel Corporation May 2013 - July 2014
Skills
Testing, Matlab, Microsoft Office, Linux, Microsoft Excel, Windows, Java, PowerPoint, Teamwork, C++, LabVIEW, Computer Hardware, JavaScript, C, Python
Education
Emory University 2014 — 2018
Bachelor of Business Administration (B.B.A.), Finance
Sunset High School 2010 — 2014
Relay Graduate School of Education March 2014 - Present
Socratic Labs 2013 - 2013
Morgan Stanley 2010 - 2013
Unite with In Motion 2006 - 2011
Training The Street 2005 - 2009
SunTrust Robinson Humphrey 2003 - 2005
Skills
Mergers, Financial Modeling, Capital Markets, Financial Analysis, Valuation, Business Valuation, Emerging Markets, Corporate Development, Mergers & Acquisitions, Entrepreneurship, Strategy, Financial Services, Corporate Finance, Investment Banking, Private Equity, Start-ups
Education
Emory University - Goizueta Business School 1999 — 2003
BBA, Finance and Political Science
Oxford University 2000 — 2000
Blair Academy
Wells Fargo October 2014 - Present
Evangelical Free Methodist Church Sold Out Summer June 2011 - Present
Student Activity and Academic Center September 2013 - May 2015
Management Leadership for Tomorrow July 2013 - May 2015
WHV Investment Management, Inc. June 2014 - August 2014
North American Mission Board May 2013 - July 2013
Deloitte April 2013 - April 2013
Morgan Stanley April 2013 - April 2013
Emory University Goizueta Business School April 2013 - April 2013
Kids Across America Camps July 2012 - August 2012
Skills
Leadership, Sports, Teaching, Research, Data Analysis, Community Outreach, Microsoft Excel, PowerPoint, Marketing, Curriculum Design, Conflict Resolution, Microsoft Word, Economics, Microsoft Office, Public Speaking, Business Analysis, Customer Service, Nonprofits, CRM databases
Education
Goizueta Business School, Emory University 2011 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General; Religion
Emory University
BlackRock 2014 - 2014
HSBC May 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Financial Accounting, Teamwork, Customer Service, Financial Reporting, Research, Financial Modeling
Education
Goizueta Business School, Emory University 2012 — 2014
Bachelor's Degree, Finance
Emory Alumni Board September 2012 - Present
Emory University Barkley Forum Endowment September 2009 - Present
New York Stock Exchange Hearing Board January 1989 - Present
NYSE Acceptability Board April 2014 - Present
Morgan Stanley October 1983 - April 2009
New York Institute of Finance September 1982 - October 1983
Financial Learning Systems January 1980 - September 1982
Financial Planning Association January 1974 - January 1980
Skills
Public Speaking, Estate Planning, Research, Team Building, Personal Financial..., Socially Responsible..., Investment Management, Investment Strategies, Fundraising, Training, Editing, Grant Writing, Program Development, Nonprofits, Community Outreach, Grants, Volunteer Management, Higher Education, Event Planning, Leadership
Education
Harvard University 1973 — 1975
Master's degree, Social Policy
Emory University 1969 — 1973
Bachelor of Arts (B.A.), English Language and Literature/Letters
Newmark Grubb Knight Frank 2011 - Present
Cushman & Wakefield 2006 - 2009
Morgan Stanley 1993 - 2006
Price Waterhouse 1990 - 1993
Skills
Real Estate, Disposition, Real Estate Economics, Commercial Real Estate, Asset Managment, Corporate Real Estate, Asset Management, Real Estate Development, Location Intelligence, Brokerage, Leases, Real Estate Transactions, Real Estate Financing, Valuation
Education
Emory University 1981 — 1986
BA, Economics
JES Holdings, LLC July 2013 - Present
PwC (PricewaterhouseCoopers) February 2011 - July 2013
J.P. Morgan June 2009 - August 2009
KaBOOM! September 2007 - July 2008
Morgan Stanley August 2000 - May 2007
Skills
Fixed Income, Finance, Securities, Credit, Bonds, Leadership, Sales, Research, Microsoft Office, Customer Service, Business Valuation, Valuation Modeling, Company Valuation, Enterprise Valuation, Investment Valuation, Investment Strategies, Philanthropy, Valuation, Asset Allocation, Mergers & Acquisitions, Portfolio Management
Education
Emory University - Goizueta Business School 2008 — 2010
MBA, Finance and Entrepreneurship
University of Georgia - Terry College of Business 1996 — 2000
B.B.A, Marketing
Attendant September 2015 - Present
Citigroup January 2015 - August 2015
Citigroup August 2012 - January 2015
Cottage 2007 - 2012
Morgan Stanley June 2010 - August 2010
Skills
Financial Analysis, Valuation, Financial Modeling, Market Research, Corporate Finance, Investments, Data Analysis, PowerPoint, Change Management, Strategic Planning, Research, Economics, Marketing, Marketing Strategy, Asset Managment, Strategic Communications, Social Media, Investment Banking, Finance, Microsoft Office, Bloomberg, Public Speaking, Microsoft Excel, Business Development, Operations Management, Strategy, Management, Capital Markets, Microsoft Word, Leadership, Sales, Due Diligence, Customer Service, Fixed Income
Education
Emory University - Goizueta Business School
Bachelor of Business Administration, Finance
Chaminade High School
AdvancED October 2014 - Present
World Summit of Nobel Peace Laureates, Yunus Creative Lab, Inc August 2014 - September 2014
The Fu Foundation School of Engineering and Applied Science September 2012 - May 2013
Columbia University 2012 - 2013
ISSO 2012 - 2012
Morgan Stanley July 2009 - October 2009
Psychology Research- Dr. Ken Carter January 2007 - May 2009
Morgan Stanley May 2006 - July 2006
Skills
Analysis, Higher Education, Student Affairs, Higher Education Law, Student Development, Admissions, International Admissions, Research, Academic Advising, Program Evaluation, Statistics, SPSS, K-12 Education Law, Data Analysis, Academic Integrity, judicial affairs, Qualitative Research, Editing, Public Speaking, Cultural Competency, Sociology, Sociology of Education, Organizational...
Education
Teachers College 2010 — 2013
Master of Arts (M.A.), Sociology and Education
Emory University 2007 — 2009
Bachelor of Arts (B.A.), Sociology
Oxford College of Emory University 2005 — 2007
Associate of Arts (A.A.)
Hong Kong International High School 2001 — 2005
High school diploma
FTI Consulting May 2015 - Present
JPMorgan Chase May 2014 - August 2014
Capital One May 2014 - May 2014
Morgan Stanley April 2014 - April 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Retail Sales, Bloomberg, Finance, Data Analysis, Research
Education
Emory University - Goizueta Business School 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Strategy and Management Consulting
JPMorgan Chase & Co. June 2015 - August 2015
Morgan Stanley April 2015 - April 2015
JPMorgan Chase & Co. June 2014 - August 2014
Emory University October 2013 - May 2014
JPMorgan Chase & Co. June 2013 - August 2013
Jazz at Lincoln Center June 2012 - August 2012
Skills
Data Entry, General Administrative..., Research, Event Planning, Logistics Management, Public Speaking, Fundraising, Microsoft Office, Writing, Editing, Tutoring, Mentoring, Program Management, Human Resources, Social Media, Microsoft Word, Community Outreach, Microsoft Excel, PowerPoint, Spanish
Education
Emory University - Goizueta Business School 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance and Real Estate Finance
Ethical Culture Fieldston School 2007 — 2013
High School Diploma
Morgan Stanley July 2015 - Present
The Next Step Realty August 2012 - May 2015
Country Club Prep May 2014 - August 2014
Emory University Hospital September 2013 - December 2013
The American Friends of Turkey, Inc. June 2013 - August 2013
Amerifund Home Mortgage, LLC May 2012 - August 2012
Marrone Architects July 2011 - August 2011
Skills
Research, Data Analysis, Marketing Strategy, Marketing, Microsoft Excel, French, Data Entry, Copy Editing, Public Relations, Social Media Marketing, ArcGIS, Creative Writing, Social Networking, Fundraising, Event Planning, Web Development, Executive Support, Client Relations Skills, Brand Management
Education
Emory University
Bachelor of Arts (BA), Environmental Science, Sustainability Sciences
Bronxville High School
LinkedIn January 2015 - Present
LinkedIn October 2014 - January 2015
Thomson Reuters October 2012 - September 2014
Thomson Reuters July 2010 - September 2012
American Council on Education June 2008 - August 2008
Morgan Stanley March 2008 - May 2008
Goizueta Business School August 2007 - May 2008
Skills
Relationship Management, Sales, Investment Banking, CRM, Capital Markets, Salesforce.com, Finance, Business Analysis, Account Management, Consulting, Customer Support, Client Prospecting, Financial Modeling, WebEx, Microsoft Excel, PowerPoint, Bloomberg, Data Analysis, Social Media, Microsoft Office, Strategy, Training
Education
Emory University - Goizueta Business School 2007 — 2010
BBA, Finance, Information Systems & Operations Management
Morgan Stanley June 2015 - Present
IBM July 2014 - August 2014
Robbie Wagner Professional Tennis Center June 2012 - August 2013
USTA Billie Jean King National Tennis Center August 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Sports, Social Media, Teamwork
Education
Emory University - Goizueta Business School 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance and Mathematics
Roslyn High School 2010 — 2013
JPMorgan Chase & Co. August 2015 - Present
Bridgewater Associates October 2010 - March 2015
CIT Group April 2010 - October 2010
Avaya November 2008 - February 2010
Morgan Stanley April 1996 - May 2008
Goldman Sachs July 1993 - April 1996
Credit Suisse First Boston August 1987 - July 1993
Skills
IT Management, Enterprise Architecture, Infrastructure, Information Security, Risk Management, IT Operations, Program Management, IT Strategy, Transformational..., Vendor Management, Financial Services, Outsourcing, Disaster Recovery, IT Service Management, Change Management, ITIL, Business Continuity, Process Improvement, Integration, Portfolio Management, Market Data, Business Analysis, Data Center, Management, Information Technology, Enterprise Software, Strategy, Leadership, SDLC, Incident Management, SharePoint, Telecommunications, Business Process..., IT Security Best...
Education
Wichita State University 1977 — 1979
Business Data Processing
Emporia State University 1976 — 1977
Accounting and Physical Education
Goizueta Investment Management Group (GIMG) September 2014 - Present
Morgan Stanley June 2015 - August 2015
Cornerstone Continuity Partners October 2014 - February 2015
J.P. Morgan July 2014 - July 2014
Credit Suisse May 2014 - June 2014
Department of Economics, Emory University February 2014 - May 2014
Skills
Investments, Stock Market Analysis, Corporate Finance, Financial Analysis, Equity Research, Microsoft Office, Entrepreneurship, Financial Modeling, Portfolio Management, Public Speaking, Private Equity
Education
Emory University 2013 — 2017
Bachelor of Arts (BA), Mathematics-Economics
Emory University - Goizueta Business School 2013 — 2017
Bachelor of Business Administration (BBA), Finance, General
Waiakea High School 2009 — 2013
Valedictorian; Summa Cum Laude Diploma (Hawaii State Honor Diploma), Business Track, 4.3/4.0 Rank: (1/303)
Hudson Executive Capital June 2015 - Present
Corsair Capital Management August 2013 - June 2015
PIMCO May 2011 - August 2013
Morgan Stanley 2010 - May 2011
Morgan Stanley June 2009 - August 2009
Loeb Partners June 2008 - August 2008
Education
Emory University - Goizueta Business School 2006 — 2010
BBA
American University of Paris
Corona del Mar High School
LRN March 2015 - Present
IntercontinentalExchange NYSE January 2012 - March 2015
Credit Suisse October 2009 - December 2011
Morgan Stanley 1997 - 2008
PricewaterhouseCoopers 1990 - 1995
Skills
Segmentation, CRM, Product Management, Business Development, Forecasting, Process Improvement, Analysis, Budgets, Data Mining, Customer Satisfaction, Negotiation, Software Lifecycle, Needs Analysis, Scenario Analysis, Equities, Financial Services, Capital Markets, Dashboard, Research, Securities, Trading, Management, Management Consulting, Financial Markets, Leadership, Salesforce.com
Education
Emory University - Goizueta Business School 1995 — 1997
Master of Business Administration (M.B.A.), Marketing, Finance (Atlanta, GA)
University of Pennsylvania 1987 — 1990
Bachelor's Degree, BSE: Systems Engineering (Philadelphia, PA), GPA in Major: 3.5
Lafayette College 1986 — 1987
Freshman Year, Mathematics (Easton, PA), GPA 3.9
Pennsbury High School 1982 — 1986
High School, (Fairless Hills, PA)
RBC Capital Markets February 2015 - Present
¡Dále! Performance Team August 2013 - Present
LosPosts LLC January 2013 - Present
Verizon June 2014 - July 2014
Goldman Sachs April 2014 - April 2014
Morgan Stanley April 2014 - April 2014
Raircon Corp May 2013 - August 2013
Emory Salsa Club August 2012 - May 2013
HACIA Democracy 2012 - 2012
HACIA Democracy 2012 - 2012
Skills
Financial Modeling, Photoshop, Microsoft Office, HTML, CSS3, PHP, Spanish, Microsoft Excel, PowerPoint
Education
Emory University 2012 — 2016
BBA, Finance; Anthropology
Singapore Management University
Study Abroad (Fall 2014)
Pi Kappa Alpha
Guggenheim Investments 2013 - Present
GreenHaven 2012 - 2013
Morgan Stanley 2009 - 2012
Old Mutual Investment Partners 2008 - 2009
Lehman Brothers/Neuberger Berman 2000 - 2008
Charles Schwab & Co. 1998 - 2000
Morgan Stanley 1997 - 1998
Education
Emory University - Goizueta Business School 2007 — 2009
MBA
University of Tennessee-Knoxville 1991 — 1995
BS, Business Administration
Radnor High School 1987 — 1991
Roads and Kingdoms June 2015 - Present
PayPal March 2015 - April 2015
Computhink January 2014 - July 2014
Data-Pharma LLC January 2013 - November 2013
BusinessBrokerJournal.com May 2012 - January 2013
F&T GROUP June 2010 - April 2012
Emtec Inc. September 2008 - April 2010
Bank of the West September 2007 - April 2008
Morgan Stanley 2005 - 2006
Skills
Market Research, New Business Development, Marketing Strategy, Project Management, Social Media Marketing, Financial Modeling, Mandarin, Entrepreneurship, Marketing, Press Releases, Facebook, Advertising, Budgets, Negotiation, Sales, Social Media, SEO, Strategy, Management, Business Development, Start-ups, Competitive Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Emory University 2003 — 2007
Bachelor of Arts, Economics; Financial Economics
Albert-Ludwigs-Universität
European Union Economic and Political Development 2006
Morgan Stanley June 2015 - August 2015
Northwestern Mutual June 2014 - August 2014
JP Turner & Company, LLC October 2013 - March 2014
Skills
Investments, Analysis, Research, Microsoft Excel, Economics, Microsoft Word, Corporate Finance, PowerPoint, Valuation, Community Service, Insurance, Sales, Mutual Funds, Securities, Financial Services, Bloomberg Terminal
Education
Emory University - Goizueta Business School 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Accounting and Bacherlor of Arts (B.A.), Economics, 3.86 / 4.00
Otay Ranch High School 2008 — 2012
Champlain Advisors, LLC December 2014 - Present
Morgan Stanley July 2013 - March 2014
Forbes Private Capital Group (f/k/a Guggenheim Private Funds Group) June 2012 - June 2013
Schulte Roth & Zabel LLP 2008 - 2010
Skills
Alternative Investments, Private Equity, Commercial Real Estate, Corporate Law, Contract Negotiation, Legal Research, Fundraising, Deal Origination, Manager Selection, Legal Compliance, Investor Relations, Hedge Funds, Private Placements, Due Diligence, Mergers & Acquisitions, Deal Creation, Valuation
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Emory University School of Law 2004 — 2007
Doctor of Law (J.D.)
Emory University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Landon 1996 — 2000
Vology March 2015 - Present
Vology February 2014 - March 2015
Vology February 2012 - February 2014
Vology August 2010 - March 2012
HarborLight Capital December 2009 - August 2010
GunnAllen Financial February 2005 - December 2009
Morgan Stanley April 2002 - February 2005
GunnAllen Financial/Raymond James March 1997 - April 2002
Regions Financial/Wells Fargo 1990 - 1997
Skills
Financial Analysis, Process Improvement, Strategic Financial..., Equities, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Business Intelligence, Strategic Planning, Valuation, Forecasting, Business Analysis, Operations Management, Budgets, Finance, Analytics, Managerial Finance, Management, Business Planning, Leadership, Due Diligence, Cross-functional Team..., Business Process..., E-commerce, Business Strategy, Private Equity, Marketing, Market Research, Credit, Venture Capital, Team Building, Investments, Portfolio Management, Start-ups, Competitive Analysis, Market Analysis, Team Leadership, Marketing Strategy, Digital Marketing, Asset Management
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA), Management/ Economics/ Finance/ Marketing/ OR and Data Analytics, Distinguished
University of West Florida
Bachelor's Degree, Economics and Finance, 3.8/4.0 Major
Northwestern University - Kellogg School of Management
Certificate, Forensic Accounting for Equity and Credit Analysts
Ernst and Young July 2014 - Present
Credit Suisse May 2013 - August 2013
Morgan Stanley May 2012 - August 2012
Skills
PowerPoint, Research, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Photoshop, Social Media, Financial Modeling, Financial Reporting, Cold Calling, Accounting, Critical Thinking, Teamwork, Leadership, Presentations, Project Management
Education
University of Virginia 2010 — 2014
Bachelor of Science (BS), Commerce (Business) - Finance
Emory University 2010 — 2011
Morgan Stanley October 2013 - Present
Emory University May 2011 - March 2013
Princeton University September 2009 - May 2011
Emory University August 2008 - August 2009
Emory University August 2003 - August 2009
Second Survey & Design Institute, China Railways June 2002 - September 2002
Lianyou SciTech Co. Ltd. March 2001 - June 2001
Hamburg-Consult Gesellschaft für Verkehrsberatung und Verkehrsmanagement mbH June 2000 - September 2000
Skills
Matlab, Numerical Analysis, Physics, Python, Bioinformatics, Algorithms, Statistics, Image Processing, Biophysics, Fortran, C++, Scientific Computing, LaTeX, Spectroscopy, Experimentation, Simulations, Biochemistry, Data Analysis, Science, R, Optimization, Mathematica, Molecular Biology, Mathematical Modeling, Q, KDB+, JavaScript, Machine Learning, Monte Carlo Simulation, Time Series Analysis, Statistical Modeling, Data Mining, Modeling, Numerical Simulation
Education
UC Berkeley 2013 — 2014
Master of Financial Engineering, Financial Engineering
Princeton University 2009 — 2011
Postdoctral Training, Physics
Emory University 2003 — 2009
PhD, Physics
Emory University 2003 — 2008
MS, Computer Science
University of Science and Technology of China 1998 — 2003
BS, Physics
Morgan Stanley August 2014 - May 2015
Morgan Stanley June 2012 - August 2014
Morgan Stanley Smith Barney July 2011 - August 2011
Education
Emory University - Goizueta Business School 2008 — 2012
Accounting
Jennifer Eve Style January 2012 - Present
Shelley and Eliot, LLC January 2011 - January 2014
Kim Hicks July 2010 - August 2010
Catherine Malandrino June 2010 - July 2010
Marchesa July 2009 - September 2009
Marchesa May 2009 - July 2009
Morgan Stanley July 2007 - April 2009
Skills
Apparel, Fashion, Fashion Design
Education
Parsons School of Design 2009 — 2011
Fashion
Emory University - Goizueta Business School 2003 — 2007
BBA, Psychology, Business
Morgan Stanley April 2014 - Present
JPMorgan Securities LLC June 2013 - Present
JPMORGAN CHASE & Co February 2010 - June 2013
Bank of America June 2008 - September 2008
Diamond Electric April 2005 - July 2007
NESTLÉ October 2001 - March 2005
Boehringer Ingelheim Pharmaceuticals September 1999 - July 2001
Skills
Investments, Banking, Competitive Analysis, Strategic Financial..., Market Analysis, Sales, Financial Analysis, Wealth Management, Series 63, Business Strategy, Series 6, New York State Life..., Cold Calling, Series7, CCAR, Regulatory Reporting
Education
Emory University - Goizueta Business School 2007 — 2009
Master of Business Administration, Accounting and Finance
Middle East Technical University 1994 — 1999
Bachelor of Science, Economics
Morgan Stanley June 2015 - Present
GE Capital July 2013 - May 2015
GE Capital February 2011 - July 2013
GE Capital Real Estate September 2006 - January 2011
GE Capital Real Estate July 2004 - September 2006
GE Capital July 2002 - June 2004
GE Capital Real Estate July 2000 - June 2002
Education
Emory University - Goizueta Business School 2004 — 2008
MBA, Finance
Hamilton College 1996 — 2000
Bachelor of Arts, Economics
Nichols School 1992 — 1996
VV Strategic Group 2011 - Present
ClearServe March 2014 - Present
GLG (Gerson Lehrman Group) October 2014 - Present
The Rockefeller Foundation 2007 - 2010
HSBC 2005 - 2007
Morgan Stanley 2004 - 2004
Credit Suisse 1999 - 2003
Merrill Lynch 1996 - 1999
Merrill Lynch 1995 - 1999
Skills
Portfolio Management, Asset Allocation, Risk Management, Strategic Consulting, Alternative Investments, Private Equity, Hedge Funds, Manager Selection, Structured Products, Venture Capital
Education
Emory University
Ph.D., Mathematics
Kharkiv State University, Ukraine
Master of Science (M.S.), Mathematics
EY February 2012 - Present
Ernst & Young LLP August 2007 - February 2012
Goizueta Business School January 2006 - May 2007
EATS Media LLC May 2006 - August 2006
Morgan Stanley August 2005 - May 2006
Education
Emory University - Goizueta Business School 2003 — 2007
Bachelor of Business Administration degree, Finance
Torres Unidas July 2015 - Present
Kimberlite Group November 2013 - June 2015
RBC Capital Markets June 2006 - October 2012
Morgan Stanley June 2005 - August 2005
Skills
Financial Modeling, Bank Mergers, Financial Advisory, Commercial Real Estate, Spanish-speaking, Commercial Leasing, Aircraft Leasing, LBO, Leveraged Finance, Valuation, Investment Banking
Education
Goizueta Business School, Emory University 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Organizations & Management
ESADE Business School 2005 — 2005
Semester Abroad, Finance, General
CARE August 2010 - Present
CARE March 2009 - August 2010
CARE August 2008 - March 2009
CARE March 2008 - August 2008
Hagen Resources International June 2007 - August 2007
Vandale Industries May 2004 - June 2006
Morgan Stanley June 2002 - April 2003
Skills
NGOs, International Relations, International..., Grants, Private Foundations, Fundraising, Project Management, Proposal Writing, Budgets, Capacity Building, Nonprofits, Grant Writing, Program Evaluation, Program Development, Community Development, Humanitarian Assistance, Budget Reconciliation, Financial Reporting, Budget Monitoring, Civil Society
Education
Villanova University 2006 — 2007
Master of Arts (M.A.), Political Science and Government
Emory University 1999 — 2003
Bachelor of Arts (B.A.), International Relations and Affairs
Morgan Stanley January 2015 - Present
Morgan Stanley 2007 - January 2014
Skills
Capital Markets, Investment Banking, Bloomberg, Fixed Income, Equities, Hedge Funds, Series 7, Valuation
Education
Emory University - Goizueta Business School 2004 — 2007
BBA, Finance, Management
Morgan Stanley June 2015 - August 2015
Harvard University Alumni Association February 2013 - June 2015
Forum Partners January 2015 - January 2015
Let's Go Travel.in June 2014 - September 2014
Norfolk County Sheriff's Office Youth Leadership Academy June 2013 - September 2013
Hallmark Cards May 2012 - January 2013
P.S. from Aeropostale May 2012 - November 2012
Education
Harvard University 2012 — 2016
Statistics
Emory University 2014 — 2014
Statistics, Biostatistics, A
Medley Global Advisors July 2014 - Present
Medley Global Advisors January 2014 - July 2014
William O'Neil + Co. Inc. August 2011 - January 2014
CFRA Research An MSCI Brand January 2011 - August 2011
CFRA Research RiskMetrics October 2007 - January 2011
Bloomberg LP October 2006 - October 2007
Lehman Brothers June 2005 - August 2005
Fifth Third Securities January 2003 - March 2005
Morgan Stanley January 2000 - December 2002
Skills
Series 7, Portfolio Management, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Capital Markets, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA, Finance
Wright State University 1996 — 1999
Anatomy
Emory University 1991 — 1995
BS, Biology, Art History
Turnstone Group LLC 2015 - Present
Battleson Group, LLC 2009 - Present
Madison Capital Group, LLC 2014 - 2015
Hunt Capital Partners (a Hunt Companies affiliate) 2012 - 2014
Southeast Capital Companies 2011 - 2012
Alliance Residential Company 2008 - 2009
Madison Capital Group, LLC 2006 - 2008
Capstone Advisors, Inc. 2005 - 2006
Arnall Golden Gregory LLP 2003 - 2005
Morgan Stanley 2001 - 2003
Skills
Real Estate Economics, Asset Management, Commercial Real Estate, Financial Modeling, Asset Managment, Investments, Real Estate, Real Estate Development, Finance, Portfolio Management, Acquisitions, Loans, Due Diligence, Investment Properties, Underwriting, Strategy, Business Advisory, LIHTC, Disposition, Alternative Investments, Expert Witness, Joint Ventures, Real Estate Private..., Dispositions, Valuation, Financial Structuring, Real Estate Transactions, Management, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Emory University School of Law
JD, Law
University of California, Santa Barbara
BA
SunTrust Robinson Humphrey April 2014 - Present
SunTrust Robinson Humphrey May 2008 - April 2014
SunTrust Robinson Humphrey May 2003 - May 2008
Morgan Stanley February 1999 - June 2001
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Debt & Equity Financing, Leveraged Finance, Leveraged Lending, Due Diligence, Financial Analysis, Financial Modeling, Equities, Equity Research, Credit Negotiations, Credit Risk, Credit Analysis, Financial Advisory, Financial Sponsors, Real Estate Private..., Investment Management, Alternative Investments, Capital Markets, Corporate Finance, Valuation, LBO
Education
Emory University - Goizueta Business School
Master of Business Administration (M.B.A.), Finance, Strategy
Morehouse College
Bachelor’s Degree, Finance and Economics (Minor)
Schweitzer-Mauduit International May 2013 - Present
Allconnect January 2012 - May 2013
Allconnect January 2011 - January 2013
Duff & Phelps July 2008 - October 2010
Duff & Phelps May 2007 - August 2007
Sidoti & Company August 2001 - December 2005
Morgan Stanley June 1999 - July 2001
Skills
Financial Modeling, Valuation, Due Diligence, Report Writing, Financial Reporting, Investor Relations
Education
Emory University - Goizueta Business School 2006 — 2008
MBA, Finance
University of Florida 1995 — 1999
BS, Finance & Economics
Morgan Stanley August 2011 - Present
Skills
Capacity Planning, ITIL, Enterprise Architecture, Architecture, Unix, SQL, Requirements Analysis, Software Project..., XML, Linux, Perl, Shell Scripting, Business Analysis, Data Center, IT Service Management, System Administration, Architectures, Disaster Recovery, SOA, Solaris, Enterprise Software, Virtualization, VMware, Integration, Business Intelligence, Testing
Education
Emory University - Goizueta Business School 2007 — 2009
MBA
Georgia Institute of Technology 1992 — 1997
BS, Computer Science
Avast Software March 2015 - Present
XPO Logistics, Inc. August 2012 - March 2015
AboveNet, Inc July 2006 - July 2012
AboveNet, Inc January 2005 - July 2006
Con Edison 2002 - 2005
Morgan Stanley 2000 - 2002
Merrill Lynch 1999 - 2000
Chase Manhattan Bank 1998 - 1999
Skills
Employee Relations, Recruiting, Human Resources, Performance Management, Sourcing, Organizational..., Team Building, Strategic Planning, HRIS, Interviews, New Hire Orientations, Personnel Management, Onboarding, Logistics, Vendor Management, 3PL, Technical Recruiting, Management Consulting, Freight Forwarding, Talent Acquisition, Management, Networking
Education
New York University 1997 — 1999
Masters, Counseling in Colleges and Agencies
Emory University 1993 — 1997
Bachelor's degree, Psychology
Jericho High School
Jericho High School
Jericho High School
Raymond James April 2015 - Present
Brainspires, Inc. April 2011 - April 2015
Morgan Stanley Investment Management August 2006 - April 2011
Morgan Stanley August 2000 - January 2005
Salomon Smith Barney June 1999 - August 1999
Smith Barney Consulting Group August 1996 - August 1998
Prudential Securities June 1994 - May 1996
ICC Capital Management September 1992 - April 1995
Skills
Asset Management, Equities, Hedge Funds, Investment Banking, Fixed Income, Insurance, Financial Markets, Institutional, Series 7, Investments, Asset Allocation, Mutual Funds, Valuation, Funding, Financial Analysis, Alternative Investments, Series 63, Business Strategy, Wealth Management, Capital Markets, Strategic Planning, Product Development, Investment Advisory, Financial Modeling, Corporate Finance, New Business Development, Business Planning, Customer Relations, Financial Planning, Competitive Analysis, Team Building, Product Management, Market Research, Investment Strategies, Strategy Development, Product Marketing, Marketing Strategy, Trading, Strategy
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Emory University - Goizueta Business School 1988 — 1992
BBA, Marketing, Management
Schiller International University 1991 — 1991
International Business
Starwood Hotels & Resorts August 2008 - November 2011
Morgan Stanley August 2004 - May 2006
JPMorgan Chase July 2003 - August 2004
Skills
strategic initiatives, Analytics, Program Management, Product Development, brand management, guest experience, Financial Modeling, Financial Analysis, Corporate Finance, Financial Planning, Business Strategy, Mergers & Acquisitions, Cross-functional Team..., Strategy
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Strategic Management
Emory University - Goizueta Business School 1999 — 2003
BBA, Finance
Wells Fargo Securities September 2014 - Present
The Ellan Foundation January 2013 - Present
Fifth Third Bank March 2014 - September 2014
Wells Fargo Securities July 2012 - March 2014
Wells Fargo Securities May 2009 - July 2012
Wells Fargo Securities June 2009 - June 2010
Wachovia Securities 2008 - July 2008
Carter Real Estate August 2007 - January 2008
Morgan Stanley May 2007 - August 2007
Bank of America November 2006 - May 2007
Skills
Financial Modeling, Valuation, Capital Markets, Finance, Securities, Bonds, Financial Analysis, Bloomberg, Corporate Finance, Fixed Income, Business Analysis
Education
Emory University - Goizueta Business School 2007 — 2009
Bachelor of Business Administration (B.B.A.)
Florida State University - College of Business 2006 — 2007
Finance / Applied Mathematics
Tallahassee Community College 2005 — 2006
Business, Mathematics
Northern Trust June 2013 - Present
Morgan Stanley May 2010 - June 2013
OpHedge Investment Services December 2007 - May 2010
Accenture July 1994 - December 2007
Education
Emory University - Goizueta Business School 1990 — 1994
Three Corner Global Investors LP April 2012 - Present
K2 Media Labs 2011 - 2014
K2 Media Labs 2011 - 2014
TPG-Axon Capital April 2010 - February 2012
Level Global Investors February 2006 - October 2009
Morgan Stanley 2000 - 2006
Skills
Hedge Funds, Equities, Special Situations, Alternative Investments, Debt, Financial Modeling, Credit, Valuation, Restructuring, Bloomberg
Education
Emory University 1996 — 2000
Bachelor of Arts (B.A.), Economics with a concentration in Finance
Clarion Partners LLC 2014 - Present
Clarion Partners LLC 2006 - 2014
Morgan Stanley 2000 - 2005
Education
Emory University - Goizueta Business School
BBA
Notre Dame Academy
Morgan Stanley January 2012 - Present
Citi Smith Barney/ Morgan Stanley Smith Barney January 2007 - January 2013
Shared Resources Group/ Impact Communications 2004 - 2007
JWT Specialized Communications 2000 - 2003
Skills
Project Management, Program Management, Event Planning, Vendor Management, Event Management, Strategic Planning, Budgets, Marketing Communications, Management, Business Analysis, Marketing, Financial Services
Education
Emory University 1995 — 1999
Bachelor of Business Administration (BBA), Marketing/Organization & Management
Armchair Media October 2014 - Present
Armchair Media October 2011 - October 2014
Iconologic June 2008 - September 2011
Abovo Group January 2007 - May 2008
Morgan Stanley August 2006 - January 2007
B&W Group May 2006 - July 2006
Skills
Creative Direction, Advertising, Integrated Marketing, Brand Development, Creative Strategy, Social Media Marketing, Digital Marketing, Social Media, Adobe Creative Suite, Marketing Communications, Graphic Design, Online Advertising, Brochures, Project Management, Client Services, Strategy, Marketing Strategy, InDesign, Packaging, Web Project Management, Web Development, Web Content Management
Education
Emory University - Goizueta Business School 2003 — 2007
Bachelor of Business Administration, Marketing & Psychology
New York Life & MainStay Investments June 2012 - Present
Wasserman Media Group June 2008 - May 2012
Standard & Poor's Vista Research July 2007 - May 2008
Morgan Stanley June 2006 - August 2006
Skills
Investments, Mutual Funds, Relationship Management, Social Media, Financial Services, Analytics, Customer Service, Fixed Income, Income, Management, Marketing Strategy, Public Speaking, Securities, Technology, Series 7, Series 63, Series 65, Life & Health Insurance..., Business Development, Finance, Private Equity, Sales, Venture Capital, Wealth Management
Education
Emory University 2003 — 2007
BA, Economics, Financial Economics Concentration
Bank of America Merrill Lynch July 2012 - Present
Morgan Stanley July 2007 - April 2012
Bank of America 2005 - 2007
Goldman Sachs 1998 - 2004
Skills
Electronic Trading, Equities, Trading Systems, Derivatives, Investment Banking, Alternative Investments, Bloomberg, Fixed Income, Equity Derivatives, Capital Markets, Trading, Portfolio Management, Hedge Funds, Prime Brokerage, Low Latency, Structured Products, Securities, Financial Markets, Communication Skills, Sybase, Options, Risk Management, Equity Trading, Credit Derivatives, Program Trading, Market Data, Middle Office
Education
Emory University - Goizueta Business School 1995 — 1997
Financial Industry Regulatory Authority March 2014 - Present
USG November 2012 - March 2014
Morgan Stanley August 2011 - November 2012
U.S. Department of State January 2009 - August 2011
Johns Hopkins University Carey Business School 2007 - 2011
Emporia State University 2001 - 2004
Skills
Banking, Budgeting, Government, Finance, Risk Management, Derivatives, Financial Risk, Fixed Income, Credit, Capital Markets, Fundraising, Budgets, Financial Analysis, Leadership, Financial Modeling, Managerial Finance, Analysis, Financial Reporting, Internal Controls, Politics, Policy Analysis, Corporate Finance, Economics, Policy, Valuation, Data Analysis, Trading, Due Diligence, Strategy, Investments, Management Consulting
Education
The Johns Hopkins Carey Business School 2008 — 2011
Master of Business Administration
Emporia State University
Bachelor of Fine Arts, Public RelationsCognate area; Political Science
The Johns Hopkins University
Master of Arts, Government
The Johns Hopkins University - Carey Business School
Federal Reserve Bank of Atlanta August 2012 - Present
Wood Partners June 2011 - August 2012
Morgan Stanley February 2010 - June 2011
KPMG June 2007 - February 2010
Pricewaterhouse Coopers September 2006 - December 2006
PricewaterhouseCoopers June 2006 - August 2006
Skills
CPA, Internal Controls, Auditing, Operational Risk..., Mortgage Servicing, Third Party Vendor..., Risk Management
Education
Emory University 2003 — 2007
BBA, Accounting, CPA Track
Emory University - Goizueta Business School 2003 — 2007
BBA, Accounting, CPA Track
Morgan Stanley ConsultantINTTRAJuly 2015 - Present
Encompass Digital Media, Inc. August 2014 - Present
Skills
Business Intelligence, EPM, ETL, Data Warehousing, Master Data Management, Data Integration, Visio, Crystal Reports, Data Modeling, Financial Reporting, Process Improvement, Financial Analysis, Business Analysis, Business Objects, SDLC
Education
Pace University 1988 — 1990
MS, Information Systems
Emory University - Goizueta Business School 1977 — 1981
Triangle Capital Group, LLC August 2009 - Present
Community Board 5 April 2015 - Present
The Asperger's Awareness Council August 2009 - Present
Jefferies & Company December 2007 - September 2009
Morgan Stanley June 2007 - September 2007
Skills
CMBS, Portfolio Management, Investment Banking, Real Estate, Equities, Commercial Real Estate, Loans, Securitization, Investment Properties, Mezzanine, Banking, Valuation, Private Equity
Education
University of Pennsylvania - The Wharton School 2014 — 2016
MBA - Executive
Emory University - Goizueta Business School
BBA, Finance, Real Estate, Chinese
Brentwood High School
Fish & Richardson August 2007 - Present
Capgemini December 2002 - August 2004
Morgan Stanley May 2001 - July 2002
Lucent December 2000 - April 2001
Skills
Venture Capital, Due Diligence, Intellectual Property, Licensing, Mergers, Business Analysis
Education
Northwestern University School of Law 2005 — 2007
J.D.
Georgia Institute of Technology 1998 — 2002
B.S., Computer Science
Emory University School of Law
Perficient, Inc. (Formerly ForwardThink Group) May 2013 - Present
EMC Consulting October 2012 - January 2013
ICAP May 2010 - 2012
Credit Suisse May 2008 - May 2010
Morgan Stanley January 2002 - February 2008
BearingPoint (f/k/a KPMG Consulting) June 1999 - January 2002
Financial Software Systems September 1992 - May 1997
GE Consulting Services March 1991 - September 1992
Prudential Realty Group January 1990 - March 1991
Skills
Operational Risk, Enterprise Risk..., Operational Risk..., Internal Controls, Risk Assessment, Information Security..., Big 4, Business Continuity, ICAAP, Internal Audit, Equities, Market Risk, Governance, Credit, Strategy, Risk Management, Process Improvement, Capital Markets, Financial Risk, Financial Services, Management
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Finance
Temple University - Fox School of Business and Management 1985 — 1989
BBA, Computer Science
[adult swim] 2014 - Present
[adult swim] May 2008 - Present
Cartoon Network July 2007 - May 2008
Morgan Stanley May 2006 - August 2006
Skills
Brand Management, Trade Marketing, Marketing, Integrated Marketing, Digital Marketing, Marketing Communications, Customer Insight, Digital Media, Event Planning
Education
Emory University 2003 — 2007
BBA, Marketing, Visual Arts
Emory University - Goizueta Business School 2003 — 2007
Bachelor of Business Administration (BBA), Marketing & Visual Arts
IBM Retirement Funds November 2013 - Present
Mercer Investments May 2011 - November 2013
[Self] June 2009 - May 2011
Storm Exchange Inc. January 2007 - June 2009
Kroll Inc. 2004 - January 2007
Morgan Stanley 2002 - 2003
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Due Diligence, Investments, Private Equity, Structured Finance, Chartered Financial..., Hedging, Asset Management, Investment Strategies, Fixed Income, Equities, Investment Management, Defined Benefit, Portfolio Management, Bloomberg
Education
Emory University
Bachelor of Arts, Economics
Morgan Stanley Bank N.A. October 2014 - Present
Morgan Stanley January 2011 - Present
IBM 2002 - December 2010
PwC Consulting 1996 - 2002
Price Waterhouse 1979 - 1996
Skills
Finance, Strategy, Internal Audit, Financial Services, Auditing, Accounting, Change Management, Financial Markets, Securities, Tax, Insurance, Operations Management, Management Consulting, Capital Markets, Business Transformation
Education
Emory University - Goizueta Business School 1977 — 1979
Master of Business Administration, Finance & Accounting
Emory University 1973 — 1977
Bachelor of Arts, Chemistry
Morgan Stanley August 2015 - Present
Siemens Financial Services January 2014 - July 2015
Siemens Financial Services January 2012 - December 2013
Siemens Financial Services January 2011 - December 2011
Siemens Financial Services June 2008 - December 2010
Skills
Project Finance, Renewable Energy, Energy, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Financial Analysis
Education
Emory University 2004 — 2008
BBA, Finance and Organization & Management
Tennenbaum Capital Partners, LLC August 2011 - Present
BCM Energy Investments August 2008 - June 2009
Camulos Capital August 2006 - September 2008
Morgan Stanley July 2003 - July 2006
Skills
Proficient in Microsoft..., Investments, Mergers & Acquisitions, Finance, Financial Modeling, Restructuring, Portfolio Management, Equities, Strategy, Hedge Funds, Venture Capital, Due Diligence, Investment Banking, Analysis, Bloomberg, Entrepreneurship, Alternative Investments, Business Strategy, Mergers, Corporate Development, Fixed Income, Valuation, Structured Finance, LBO, Intex, Emerging Markets, DCF, Leveraged Finance, Competitive Analysis, Financial Analysis, Credit Analysis, Asset Management, Business Valuation, Corporate Finance, Private Equity
Education
Harvard Business School 2009 — 2011
MBA with Distinction, Finance, General
Emory University - Goizueta Business School 1999 — 2003
BBA, Finance & International Business, 3.9
Marathon Partners Equity Management, LLC 2011 - Present
Morgan Stanley 2010 - 2011
U.S. Trust, Bank of America Private Wealth Management January 2006 - 2009
Gerstein Fisher September 2004 - December 2005
MetLife June 2002 - March 2004
Skills
Alternative Investments, Hedge Funds, Investments, Private Equity, Investment Management, Financial Modeling, Asset Management, Equities, Fund Of Funds, Financial Services, Fixed Income, Investor Relations, Portfolio Management, Capital Markets, Valuation, Bloomberg, Asset Allocation, Investment Strategies, Derivatives, Mutual Funds
Education
Emory University - Goizueta Business School
BBA, Finance & Accounting, International Finance
Bernard Herold & Co March 2015 - Present
Morgan Stanley September 2008 - June 2013
Skills
Investments, Series 7, Alternative Investments, Equities, Fixed Income, Microsoft Excel, Hedge Funds, Bloomberg, Portfolio Management, Trading Systems, Securities, Trading, Options, Mutual Funds, Wealth Management, Equity Trading, Relationship Management
Education
Emory University
B.A., Financial Economics
Highfields Capital August 2011 - August 2014
Morgan Stanley June 2010 - June 2011
Lehman Brothers May 2008 - August 2008
Coady Diemar Partners June 2006 - August 2006
Putnam Lovell NBF June 2004 - August 2004
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance
Barclays Capital 2009 - Present
Morgan Stanley 2006 - 2008
Skills
Hedge Funds, Credit Risk, Capital Markets, Risk Management, Derivatives
Education
Emory University - Goizueta Business School
BBA, Finance and International Business
New York University - Leonard N. Stern School of Business
MBA, Finance and Financial Instruments and Markets
OppenheimerFunds June 2015 - Present
Russell Investments April 2004 - June 2015
U.S. Trust Company 2000 - 2004
Morgan Stanley 1995 - 2000
Merrill Lynch 1989 - 1995
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Series 7, Investment Strategies, ETFs, Asset Management, Investment Management, Series 63, Wealth Management, Investment Advisory, Separately Managed..., Equities, Hedge Funds, Management, Portfolio Management, Fixed Income, Securities, Series 24, Retirement Planning, Financial Services, Capital Markets
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1988
MBA, Finance
Emory University - Goizueta Business School 1981 — 1985
BBA, Finance
Moab Partners March 2014 - Present
Credit Suisse July 2011 - February 2014
Morgan Stanley August 2002 - May 2009
Education
Saint John's School
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Business Law and Entrepreneurship
Georgia Institute of Technology 1997 — 2002
BS, Industrial and Systems Engineering
Emory University 1997 — 2002
BA, Mathematics
UBT Bank & Trust February 2015 - Present
Compass Wealth Advisers, Inc. February 2015 - Present
ONE Retirement, LLC May 2014 - October 2014
Fisher Investments June 2010 - January 2013
Morgan Stanley November 2001 - June 2010
Merrill Lynch January 1995 - November 2001
Skills
Leadership, Recruiting, Sales, Investments, Training, Finance, Series 65, Financial Advisory, Business Development, Public Speaking, Asset Management, Strategic Financial..., Strategic Planning, Risk Management, Financial Planning
Education
Emporia State University 1987 — 1993
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
NWQ Investment Management Co May 2015 - Present
Morgan Stanley June 2011 - April 2015
Conway, Del Genio, Gries & Co., LLC March 2009 - June 2011
Morgan Keegan July 2007 - February 2009
Skills
Financial Modeling, Equity Research, Valuation, Bloomberg, Equities, Investment Banking, Capital Markets, Distressed Debt, Restructuring, Fundamental Analysis, LBO, Hedge Funds, Economics, Equity Valuation, Asset Management, Financial Analysis, Mergers
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance & International Business
HKUST Business School
Citi April 2014 - Present
Morgan Stanley June 2011 - April 2014
UBS June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Fixed Income, Interest Rate..., Interest Rate Swaps, Latin American markets, Accounting, Capital Markets, Commodity Markets, Emerging Markets, Financial Markets
Education
Emory University - Goizueta Business School 2007 — 2011
Network 1 Consulting December 2013 - Present
Dimensions South Consulting LLC April 2012 - December 2013
Emory University August 2008 - May 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Dooley's Computer Repair January 2008 - May 2010
Skills
Fluent in Russian, Stock Market, HTML + CSS, Computer Repair, Bonds, Art, Violin, Badminton, HTML, Photography, Equities
Education
Georgia State University - J. Mack Robinson College of Business 2013 — 2014
Masters of Science in Information Systems, Computer and Information Sciences and Support Services
Emory University 2008 — 2012
BA, Economics and Russian
Morgan Stanley August 2015 - Present
Morgan Stanley August 2012 - Present
Morgan Stanley January 2011 - July 2011
Florac SAS June 2010 - December 2010
EADS Astrium June 2009 - August 2009
Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Capital Markets, Private Equity, Economics, LBO, Equity Derivatives, Marché des capitaux, Fusions et acquisitions
Education
Institut d'Etudes politiques de Paris 2009 — 2012
Master Finance & Strategy, Banking, Corporate, Finance, and Securities Law
The University of Queensland 2012 — 2012
Master of Finance
ENSEEIHT - Ecole Nationale Supérieure d'Electrotechnique, d'Electronique, d'Informatique, d'Hydraulique et des Télécommunications 2007 — 2010
Grande Ecole d'Ingénieurs, Télécommunications & Réseaux
Morgan Stanley June 2011 - Present
Skills
Derivatives, Bloomberg, Financial Modeling, Fixed Income, Financial Analysis, Data Analysis, Investments, Access, Microsoft Excel, Finance, Risk Management, Business Analysis, PowerPoint, Market Research, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
Finance
Syracuse University
Endicott College
Noble High School
The Carlyle Group June 2012 - Present
Morgan Stanley January 2004 - June 2012
Education
Emory University
Deloitte Consulting August 2015 - Present
Morgan Stanley June 2014 - August 2014
Deloitte Consulting July 2012 - June 2013
Drishtee November 2011 - June 2012
Deloitte Consulting July 2008 - June 2011
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Emory University 2004 — 2008
BA, Economics, Spanish
Oppenheimer & Co. Inc. May 2004 - May 2015
Morgan Stanley August 2001 - May 2004
Prudential Securities Incorporated July 1989 - August 2001
Education
Emory University
Morgan Stanley July 2011 - Present
Morgan Stanley July 2009 - July 2011
Skills
Bloomberg, Fixed Income, Capital Markets, Series 7
Education
Emory University - Goizueta Business School 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
PulteGroup May 2014 - Present
PulteGroup August 2013 - May 2014
PulteGroup April 2007 - August 2013
PulteGroup May 2006 - April 2007
Morgan Stanley May 2004 - May 2006
The Coca-Cola Company October 2000 - May 2004
PricewaterhouseCoopers August 1998 - September 2000
Skills
Financial Analysis, Finance, Real Estate, Financial Reporting, GAAP, Accounting, Sarbanes-Oxley Act, Internal Controls, Budgets, Forecasting, Financial Accounting, Accounts Payable, Auditing, General Ledger, Financial Modeling, Due Diligence, Account Reconciliation, Cash Management, Accounts Receivable, Strategic Financial..., Payroll, Tax, Internal Audit, Accruals
Education
Emory University - Goizueta Business School 1994 — 1998
BBA, Accounting
Morgan Stanley June 2010 - Present
FactSet June 2009 - June 2010
Skills
Financial Modeling, Equities, Valuation, Bloomberg, Corporate Finance, Financial Analysis
Education
Emory University - Goizueta Business School
BA, Finance, Consulting
Morgan Stanley July 2006 - Present
Skills
Hedge Funds, Equities, Capital Markets, Portfolio Management, Investments, Securities, Trading, Wealth Management, Equity Research, Investment Strategies, Options, Bonds, Alternative Investments, Asset Management, Fixed Income
Education
Georgia Institute of Technology
Master of Business Administration (M.B.A.)
Emory University
BA, Economics
Morgan Stanley March 2015 - Present
Akin Gump Strauss Hauer & Feld LLP May 2008 - March 2015
Dickstein Shapiro LLP August 2006 - May 2008
Dickstein Shapiro LLP June 2005 - August 2005
New York City Law Department June 2004 - August 2004
Cushman & Wakefield July 2002 - August 2003
Cushman & Wakefield June 2001 - July 2002
Skills
Commercial Litigation, Litigation, Securities Litigation
Education
Emory University School of Law 2003 — 2006
JD
New York University 1997 — 2001
BS, Communications
Citi 2014 - 2014
Allston Trading June 2012 - August 2012
Morgan Stanley 2007 - 2011
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2013
Master of Business Administration (MBA)
Trinity College, Dublin 2002 — 2006
B.A. (Hons), Dept. of Statistics, Management Science & Information Systems
Emory University 2004 — 2005
One Year Exchange
Morgan Stanley June 2012 - Present
Skills
Microsoft Office, Stata
Education
Emory University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics
Direxionfunds December 2011 - November 2012
Direxionfunds April 2011 - December 2011
Permal Asset Management August 2008 - September 2009
Merrill Lynch December 2006 - July 2008
Merrill Lynch August 2000 - September 2006
Morgan Stanley June 1999 - August 1999
Skills
Series 7, Fixed Income, FINRA, Series 63, Alternative Investments, Strategic Financial..., Equities
Education
Emory University - Goizueta Business School 1998 — 2000
MBA, Finance
University of Florida 1986 — 1990
BA, Economics
UBS Financial Services Inc. November 2008 - Present
Morgan Stanley July 1995 - October 2008
Skills
Fixed Income, Equities, Investments, Securities, Due Diligence, Investment Banking, Alternative Investments, Series 7, Financial Analysis
Education
Goizueta Business School, Emory University 2001 — 2003
MBA, Finance
University of Notre Dame 1991 — 1995
BBA, Finance
J.P. Morgan Private Bank March 2013 - Present
J.P. Morgan 1999 - 2013
Salomon Smith Barney 1994 - 1999
Morgan Stanley 1988 - 1991
Skills
Investment Banking, Private Equity, Valuation, Capital Markets, Equities, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Alternative Investments, Venture Capital, Investments
Education
Emory University
Vanderbilt University
J.P. Morgan April 2015 - Present
Morgan Stanley April 2010 - April 2015
Dresdner Kleinwort February 2002 - April 2010
RiskMetrics Group, JP Morgan May 1998 - January 2001
Skills
Credit Derivatives, Fixed Income, Derivatives, Risk Management, Trading, Market Risk, Capital Markets, Equities, Portfolio Management, Hedge Funds, Financial Services, Valuation, Financial Markets, Investments, Trading Systems, Structured Products, Equity Derivatives, Bloomberg, Finance, Management, Structured Finance
Education
Emory University 1996 — 1998
MBA, Finance
Tsinghua University
BS, Engineering
Morgan Stanley September 2008 - Present
Goldman Sachs August 1997 - September 2008
Southern Energy, Inc (Southern Company) June 1993 - July 1997
Deloitte & Touche September 1989 - August 1991
Education
Emory University - Goizueta Business School
MBA
Lafayette College
AB, cum laude, Economics & Business
Morgan Stanley June 2012 - Present
Education
Emory University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Perella Weinberg Partners August 2010 - Present
Harvard University September 2009 - May 2010
Morgan Stanley July 2006 - July 2008
Morgan Stanley June 2005 - August 2005
Skills
Corporate Finance, Mergers & Acquisitions, Due Diligence, Financial Modeling, Financial Analysis, Valuation, Investment Banking, Capital Markets
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
Università Commerciale 'Luigi Bocconi' 2004 — 2006
Master of Science (M.Sc.), Finance, General
Università Commerciale 'Luigi Bocconi' 2001 — 2004
Bachelor of Science (B.Sc.), Law and Business Administration
Emory University - Goizueta Business School 2003 — 2003
Exchange Program
Angel Oak Consulting Group, LLC September 2015 - Present
Angel Oak Capital Advisors, LLC August 2014 - September 2015
Nicholas Hoffman & Company May 2013 - August 2014
Nicholas Hoffman & Company May 2012 - May 2013
Morgan Stanley June 2010 - September 2011
Skills
Capital Markets, Investment Advisory, Asset Allocation, Fixed Income, Portfolio Management, Asset Management, Financial Analysis, Hedge Funds, Alternative Investments, Financial Modeling, Financial Advisory, Investment Banking, Valuation, Strategic Planning, Securities, Equities, Investment Strategies, Private Equity, Business Development
Education
Emory University
Loveless Academic Magnet Program
Morgan Stanley June 2015 - August 2015
Silva Capital Solutions, Inc. September 2014 - December 2014
Novo Nordisk June 2014 - August 2014
Success Academy Charter Schools May 2013 - August 2013
Course Hero, Inc. March 2013 - July 2013
The University of Iowa June 2011 - July 2011
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Financial Modeling, Economics, Presentations, Teamwork, Market Research
Education
Emory University - Goizueta Business School 2012 — 2016
Bachelor of Business Administration (BBA), Finance
John P. Stevens High School 2008 — 2012
High School Diploma
Merrill Lynch November 2011 - Present
Morgan Stanley September 2008 - November 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Emory University - Goizueta Business School 1982 — 1984
Economics