Morgan Stanley

Industry: Investment banking company

Description

Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org

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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
Nathan Rogatz Nathan Rogatz Greater Atlanta Area Details
Nathan Rogatz's Morgan Stanley Experience January 2015 - Present
Job Incoming Investment Banking Analyst at Eastdil Secured
Industry Financial Services
Experience
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

Péter Lukács Péter Lukács Hungary area Details
Péter Lukács's Morgan Stanley Experience December 2014 - Present
Job Credit Risk Analyst at Morgan Stanley
Industry Financial Services
Experience
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

D. Neil Sullivan D. Neil Sullivan Chicago, Illinois Details
D. Neil Sullivan's Morgan Stanley Experience May 2005 - November 2006
Job Helping Heads of Sales, CMOs, Chief Communications Officers and Insights Leaders improve their functions' performance
Industry Management Consulting
Experience
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

Judd Eisenberg, MBA Judd Eisenberg, MBA Houston, Texas Area Details
Judd Eisenberg, MBA's Morgan Stanley Experience October 2005 - June 2007
Job Senior Strategic Planning Analyst at Insperity
Industry Human Resources
Experience
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

Ted Guío Ted Guío Miami, Florida Details
Ted Guío's Morgan Stanley Experience March 2012 - December 2014
Job Investor Analyst at J.P. Morgan
Industry Banking
Experience
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

Rebecca Shiyi Guo Rebecca Shiyi Guo Greater New York City Area Details
Rebecca Shiyi Guo's Morgan Stanley Experience March 2014 - June 2015
Job Fixed Income Specialist at Schroders
Industry Financial Services
Experience
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

Meijun (Mei) Chen Meijun (Mei) Chen Atlanta, Georgia Details
Meijun (Mei) Chen'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
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

Olga Sudvarg Olga Sudvarg Greater Atlanta Area Details
Olga Sudvarg's Morgan Stanley Experience March 2004 - July 2007
Job Sr. Vice President, Program Management at SunTrust Bank
Industry Financial Services
Experience
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

Naomi Ngoma Naomi Ngoma Purchase, New York Details
Naomi Ngoma's Morgan Stanley Experience July 2005 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
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

Geraldine (Deenie) Schlass Geraldine (Deenie) Schlass New York, New York Details
Geraldine (Deenie) Schlass's Morgan Stanley Experience March 2013 - March 2013
Job Sales & Trading Analyst at Citi
Industry Financial Services
Experience
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

Jervis Wong Jervis Wong Greater New York City Area Details
Jervis Wong's Morgan Stanley Experience October 2017 — Present
Job Portfolio Management at Morgan Stanley
Industry Financial Services
Experience
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

Susan P. Rounds Susan P. Rounds Los Angeles, California Details
Susan P. Rounds's Morgan Stanley Experience 2015 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
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

Russell Alber Russell Alber Greater New York City Area Details
Russell Alber's Morgan Stanley Experience October 1999 - April 2005
Job Institutional FX Sales / Currency Risk / Electronic Trading / FX Options / Compliance / Operations
Industry Capital Markets
Experience
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

Michael Ordway Michael Ordway Charlotte, North Carolina Details
Michael Ordway's Morgan Stanley Experience May 2012 - August 2012
Job Investment Banking Analyst, Wells Fargo
Industry Investment Banking
Experience
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

Nathan LaPlant, CFA Nathan LaPlant, CFA Portland, Oregon Details
Nathan LaPlant, CFA's Morgan Stanley Experience April 2002 - March 2004
Job Corporate Finance and Investments Professional
Industry Financial Services
Experience
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

Dane Hodgdon Dane Hodgdon Greater Boston Area Details
Dane Hodgdon's Morgan Stanley Experience November 2013 - May 2014
Job Operations Specialist at Kairos Surgical
Industry Medical Devices
Experience
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

Brandon Walker Brandon Walker Marietta, Georgia Details
Brandon Walker's Morgan Stanley Experience August 2014 - Present
Job S&T Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
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

Brett Orvieto Brett Orvieto Fort Lauderdale, Florida Details
Brett Orvieto's Morgan Stanley Experience July 2007 - March 2013
Job Partner at Strategic Asset Management
Industry Financial Services
Experience
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

Joseph Song Joseph Song Greater Atlanta Area Details
Joseph Song's Morgan Stanley Experience August 2007 - December 2007
Job Director, Operations Analytics
Industry Retail
Experience
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

David Streger David Streger Atlanta, Georgia Details
David Streger's Morgan Stanley Experience June 2014 - Present
Job Equity Research Junior Associate
Industry Financial Services
Experience
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

Adrienn Éva Csengeri-Pap Adrienn Éva Csengeri-Pap Hungary area Details
Adrienn Éva Csengeri-Pap's Morgan Stanley Experience May 2011 - August 2012
Job User Interface Developer at Prezi
Industry Information Technology and Services
Experience
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)

Joyce Kramer Joyce Kramer New York, New York Details
Joyce Kramer's Morgan Stanley Experience April 1999 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
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 Steve Mandell Greater New York City Area Details
Steve Mandell's Morgan Stanley Experience October 2006 - January 2012
Job Independent Financial Services Consultant
Industry Financial Services
Experience
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

Chong Zhang Chong Zhang Greater Atlanta Area Details
Chong Zhang's Morgan Stanley Experience June 2012 - August 2012
Job Student at London School of Economics and Political Science
Industry Venture Capital & Private Equity
Experience
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

Corey Moser Corey Moser Greater New York City Area Details
Corey Moser's Morgan Stanley Experience May 2014 - Present
Job HR Communications Coordinator at Morgan Stanley
Industry Human Resources
Experience
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

Alexander Werman Alexander Werman Roslyn, New York Details
Alexander Werman's Morgan Stanley Experience June 2011 - August 2011
Job Staff Auditor at CohnReznick LLP
Industry Accounting
Experience
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

Gilbert Jeffries Gilbert Jeffries Greater New York City Area Details
Gilbert Jeffries's Morgan Stanley Experience September 2011 - February 2012
Job Compliance Executive, Global Banking & Markets at Bank of America
Industry Financial Services
Experience
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

Michael Seidman Michael Seidman Greater New York City Area Details
Michael Seidman's Morgan Stanley Experience June 2011 - August 2011
Job Distressed Debt Analyst at Citi
Industry Investment Banking
Experience
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

David Rotatori, CFP® David Rotatori, CFP® Charlotte, North Carolina Details
David Rotatori, CFP®'s Morgan Stanley Experience 2005 - 2006
Job CERTIFIED FINANCIAL PLANNER™ Practitioner
Industry Financial Services
Experience
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

Jim Pallotta Jim Pallotta Atlanta, Georgia Details
Jim Pallotta's Morgan Stanley Experience June 2007 - July 2009
Job First Vice President at SunTrust Bank
Industry Management Consulting
Experience
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

Garry Teekah Garry Teekah Greater New York City Area Details
Garry Teekah's Morgan Stanley Experience July 2014 - July 2014
Job Private Client Group Intern at RBC
Industry Investment Banking
Experience
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

Jack Chapman Jack Chapman Greater New York City Area Details
Jack Chapman's Morgan Stanley Experience May 2014 - August 2014
Job Incoming Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
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

Alishba Ali Alishba Ali New York, New York Details
Alishba Ali's Morgan Stanley Experience March 2005 - July 2005
Job Executive Director, Treasury Services Manager TMT (Technology, Media & Telecom)
Industry Banking
Experience
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

David Siegmund David Siegmund New York, New York Details
David Siegmund's Morgan Stanley Experience August 2013 - Present
Job
Industry Information Technology and Services
Experience
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

Kim Cummings Kim Cummings Greater New York City Area Details
Kim Cummings's Morgan Stanley Experience 2013 - Present
Job Independent Motion Pictures and Film Professional
Industry Entertainment
Experience
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

Whit Davis Whit Davis Greater Atlanta Area Details
Whit Davis's Morgan Stanley Experience 2001 - 2002
Job Director Edge Capital Partners
Industry Financial Services
Experience
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

Mark Selby Mark Selby San Francisco, California Details
Mark Selby's Morgan Stanley Experience July 1994 - March 2002
Job Systems Engineer at Next Big Sound, Inc.
Industry Information Technology and Services
Experience
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

David Kusiel David Kusiel Greater Atlanta Area Details
David Kusiel's Morgan Stanley Experience May 2000 - February 2009
Job Sr. VP Investments at UBS Wealth Management
Industry Financial Services
Experience
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

Sameer Kapur Sameer Kapur Portland, Oregon Details
Sameer Kapur's Morgan Stanley Experience May 2015 - Present
Job Intern at Morgan Stanley
Industry Financial Services
Experience
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

Priya Garg Priya Garg Greater New York City Area Details
Priya Garg's Morgan Stanley Experience 2010 - 2013
Job Finance
Industry Financial Services
Experience
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

Smith Saintil Smith Saintil San Francisco Bay Area Details
Smith Saintil's Morgan Stanley Experience April 2013 - April 2013
Job FullTime Analyst at Wells Fargo
Industry Financial Services
Experience
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

Evan Golombek Evan Golombek Livingston, New Jersey Details
Evan Golombek's Morgan Stanley Experience June 2012 - August 2012
Job Analyst at BlackRock
Industry
Experience
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

Lilly Correa Lilly Correa Atlanta, Georgia Details
Lilly Correa's Morgan Stanley Experience October 1983 - April 2009
Job Board Member at Emory Alumni Board
Industry Higher Education
Experience
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

J. Mark Hillis J. Mark Hillis Greater Atlanta Area Details
J. Mark Hillis's Morgan Stanley Experience 1993 - 2006
Job Principal at Newmark Knight Frank
Industry Real Estate
Experience
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

Nathan Deasy Nathan Deasy Greater Atlanta Area Details
Nathan Deasy's Morgan Stanley Experience August 2000 - May 2007
Job Finance Manager at JES Holdings, LLC
Industry Financial Services
Experience
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

David Sferlazza David Sferlazza Greater New York City Area Details
David Sferlazza's Morgan Stanley Experience June 2010 - August 2010
Job at Attendant
Industry Consumer Services
Experience
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

Daisy Yue Daisy Yue Greater Atlanta Area Details
Daisy Yue's Morgan Stanley Experience July 2009 - October 2009
Job Innovation Specialist at AdvancED
Industry Higher Education
Experience
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

Sarah Levitt Sarah Levitt Greater Atlanta Area Details
Sarah Levitt's Morgan Stanley Experience April 2014 - April 2014
Job Corporate Finance / Restructuring Intern at FTI Consulting
Industry Management Consulting
Experience
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

Giovana Hernandez Giovana Hernandez Greater New York City Area Details
Giovana Hernandez's Morgan Stanley Experience April 2015 - April 2015
Job Private Bank Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
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

Serena Saari Serena Saari Greater Atlanta Area Details
Serena Saari's Morgan Stanley Experience July 2015 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Philip Li Philip Li San Francisco, California Details
Philip Li's Morgan Stanley Experience March 2008 - May 2008
Job Strategic Global Account Partner at LinkedIn
Industry Internet
Experience
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

Julian Adler Julian Adler Greater New York City Area Details
Julian Adler's Morgan Stanley Experience June 2015 - Present
Job Wealth Management Intern at Morgan Stanley
Industry
Experience
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

scott callison scott callison Greater New York City Area Details
scott callison's Morgan Stanley Experience April 1996 - May 2008
Job Executive Director, Information Risk Director at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
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

Lucas (Yuting) Liu Lucas (Yuting) Liu Atlanta, Georgia Details
Lucas (Yuting) Liu's Morgan Stanley Experience June 2015 - August 2015
Job Wealth Management Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
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)

Izabella Elkis Izabella Elkis Greater New York City Area Details
Izabella Elkis's Morgan Stanley Experience 2010 - May 2011
Job Investor Relations at Hudson Executive Capital
Industry Financial Services
Experience
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

Lynn Eros Lynn Eros New York, New York Details
Lynn Eros's Morgan Stanley Experience 1997 - 2008
Job Product and Relationship Manager at LRN
Industry Information Technology and Services
Experience
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)

Carlos D. García Carlos D. García Greater New York City Area Details
Carlos D. García's Morgan Stanley Experience April 2014 - April 2014
Job Incoming Investment Banking Analyst at RBC Capital Markets
Industry Financial Services
Experience
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

Jay Coulter, CIMA®, CFP® Jay Coulter, CIMA®, CFP® Greater Atlanta Area Details
Jay Coulter, CIMA®, CFP®'s Morgan Stanley Experience 2009 - 2012
Job Regional Vice President at Guggenheim Investments
Industry Investment Management
Experience
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

Barry L. Corrado Barry L. Corrado Ann Arbor, Michigan Details
Barry L. Corrado's Morgan Stanley Experience 2005 - 2006
Job Product Marketing Intern at Roads and Kingdoms
Industry Information Technology and Services
Experience
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

Kevin Lee Kevin Lee Greater Atlanta Area Details
Kevin Lee's Morgan Stanley Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
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

Stephen Moskowitz Stephen Moskowitz New York, New York Details
Stephen Moskowitz's Morgan Stanley Experience July 2013 - March 2014
Job Private Equity, Fundraising and Business Development
Industry Venture Capital & Private Equity
Experience
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

Dave Rich, CFA Dave Rich, CFA Tampa/St. Petersburg, Florida Area Details
Dave Rich, CFA's Morgan Stanley Experience April 2002 - February 2005
Job VP Strategic Finance and Analytics
Industry Information Technology and Services
Experience
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

Natalie Warther Natalie Warther Washington D.C. Metro Area Details
Natalie Warther's Morgan Stanley Experience May 2012 - August 2012
Job Business Advisor Program at Ernst and Young
Industry Financial Services
Experience
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

Li Sun Li Sun New York, New York Details
Li Sun's Morgan Stanley Experience October 2013 - Present
Job Fall Associate at Morgan Stanley
Industry Financial Services
Experience
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

Felicia Hayford Felicia Hayford Greater New York City Area Details
Felicia Hayford's Morgan Stanley Experience August 2014 - May 2015
Job Finance Analyst at Morgan Stanley
Industry Financial Services
Experience
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 Eisner Jennifer Eisner Greater New York City Area Details
Jennifer Eisner's Morgan Stanley Experience July 2007 - April 2009
Job Founder and Creative Director of Jennifer Eve Style
Industry Apparel & Fashion
Experience
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

Serife Angie Kalfa Serife Angie Kalfa Greater New York City Area Details
Serife Angie Kalfa's Morgan Stanley Experience April 2014 - Present
Job Senior Manager at Morgan Stanley
Industry Financial Services
Experience
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

Bridget Scanlon Bridget Scanlon Greater New York City Area Details
Bridget Scanlon's Morgan Stanley Experience June 2015 - Present
Job Vice President Real Estate Capital Markets
Industry Financial Services
Experience
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

Victoria Vysotina Victoria Vysotina Greater New York City Area Details
Victoria Vysotina's Morgan Stanley Experience 2004 - 2004
Job CEO, VV Strategic Group LLC
Industry Financial Services
Experience
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

Tiffany Reese Tiffany Reese Greater Atlanta Area Details
Tiffany Reese's Morgan Stanley Experience August 2005 - May 2006
Job Manager, Fraud Investigation & Dispute Services at EY
Industry Financial Services
Experience
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

Sergio Londono Sergio Londono Miami/Fort Lauderdale Area Details
Sergio Londono's Morgan Stanley Experience June 2005 - August 2005
Job FP&A Manager at Torres Unidas
Industry Venture Capital & Private Equity
Experience
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

Janet Shin Janet Shin Atlanta, Georgia Details
Janet Shin's Morgan Stanley Experience June 2002 - April 2003
Job Grants Manager at Care USA
Industry Nonprofit Organization Management
Experience
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

Sloane Klonsky Sloane Klonsky Greater New York City Area Details
Sloane Klonsky's Morgan Stanley Experience January 2015 - Present
Job Morgan Stanley
Industry Financial Services
Experience
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

Victoria Machado Victoria Machado Braintree, Massachusetts Details
Victoria Machado's Morgan Stanley Experience June 2015 - August 2015
Job Student at Harvard University
Industry
Experience
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

Madhavi Botla Madhavi Botla New York, New York Details
Madhavi Botla's Morgan Stanley Experience January 2000 - December 2002
Job Director, Business Development at Medley Global Advisors
Industry Financial Services
Experience
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

Mark Battleson Mark Battleson Greater Atlanta Area Details
Mark Battleson's Morgan Stanley Experience 2001 - 2003
Job Managing Director at Turnstone Group LLC
Industry Commercial Real Estate
Experience
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

Eric Saxon Jr. Eric Saxon Jr. Greater Atlanta Area Details
Eric Saxon Jr.'s Morgan Stanley Experience February 1999 - June 2001
Job Vice President, SunTrust Robinson Humphrey
Industry Investment Banking
Experience
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)

Mark Chekanow Mark Chekanow Greater Atlanta Area Details
Mark Chekanow's Morgan Stanley Experience June 1999 - July 2001
Job
Industry Financial Services
Experience
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

Joseph Crawford Joseph Crawford New York, New York Details
Joseph Crawford's Morgan Stanley Experience August 2011 - Present
Job VP, Application Performance Monitoring at Morgan Stanley
Industry Information Technology and Services
Experience
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

Kara Eisenberg Kara Eisenberg Charlotte, North Carolina Area Details
Kara Eisenberg's Morgan Stanley Experience 2000 - 2002
Job U.S. Human Resource Business Partner
Industry Human Resources
Experience
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

Catherine Trinder Miller Catherine Trinder Miller Jacksonville, Florida Area Details
Catherine Trinder Miller's Morgan Stanley Experience August 2000 - January 2005
Job Multiplying Life's Possibilities at Pando Partners Wealth Management
Industry Financial Services
Experience
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

Noor Dharani Noor Dharani Dallas/Fort Worth Area Details
Noor Dharani's Morgan Stanley Experience August 2004 - May 2006
Job Director of Finance at Starwood Hotels & Resorts
Industry Hospitality
Experience
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

Christopher Ellan Christopher Ellan Charlotte, North Carolina Details
Christopher Ellan's Morgan Stanley Experience May 2007 - August 2007
Job Associate Investment Banking (TMT) at Wells Fargo Securities
Industry Financial Services
Experience
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

Jodi Wolkind Jodi Wolkind Greater New York City Area Details
Jodi Wolkind's Morgan Stanley Experience May 2010 - June 2013
Job Vice President at Northern Trust
Industry Financial Services
Experience
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

Jeff Eisenstein Jeff Eisenstein Greater New York City Area Details
Jeff Eisenstein's Morgan Stanley Experience 2000 - 2006
Job Partner, Director of Research at Three Corner Global Investors LP
Industry Investment Management
Experience
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

Janis Mandarino Janis Mandarino Greater New York City Area Details
Janis Mandarino's Morgan Stanley Experience 2000 - 2005
Job Vice President at Clarion Partners
Industry Real Estate
Experience
Clarion Partners LLC  2014 - Present
Clarion Partners LLC  2006 - 2014
Morgan Stanley   2000 - 2005

Education
Emory University - Goizueta Business School
BBA

Notre Dame Academy

Barbara Redondo Barbara Redondo Greater New York City Area Details
Barbara Redondo's Morgan Stanley Experience January 2012 - Present
Job Director, Corporate Events at Morgan Stanley
Industry Events Services
Experience
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

Hollis Wright Hollis Wright Greater Atlanta Area Details
Hollis Wright's Morgan Stanley Experience August 2006 - January 2007
Job Senior Account Executive at Armchair Media
Industry Marketing and Advertising
Experience
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

Alexander Sotiriou Alexander Sotiriou Greater Pittsburgh Area Details
Alexander Sotiriou's Morgan Stanley Experience June 2006 - August 2006
Job Regional Consultant at New York Life & MainStay Investments External Wholesaler
Industry Financial Services
Experience
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

Elias Diamantis Elias Diamantis Greater New York City Area Details
Elias Diamantis's Morgan Stanley Experience July 2007 - April 2012
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
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

Justin M. Underwood Justin M. Underwood Washington D.C. Metro Area Details
Justin M. Underwood's Morgan Stanley Experience August 2011 - November 2012
Job Regulatory Trading Analyst at Financial Industry Regulatory Authority
Industry Financial Services
Experience
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

Michael Colasso Michael Colasso Greater Atlanta Area Details
Michael Colasso's Morgan Stanley Experience February 2010 - June 2011
Job Large Bank Supervision & Regulation at Federal Reserve Bank of Atlanta
Industry Accounting
Experience
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

Elaine Reidich Elaine Reidich Greater New York City Area Details
Elaine Reidich's Morgan Stanley Experience ConsultantINTTRAJuly 2015 - Present
Job Consultant at INTTRA
Industry Financial Services
Experience
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

Ian L. Ross Ian L. Ross Greater New York City Area Details
Ian L. Ross's Morgan Stanley Experience June 2007 - September 2007
Job Managing Director at Triangle Capital Group, President at The Asperger's Awareness Council
Industry Real Estate
Experience
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

Aamir Kazi Aamir Kazi Greater Atlanta Area Details
Aamir Kazi's Morgan Stanley Experience May 2001 - July 2002
Job Principal at Fish & Richardson P.C.
Industry Law Practice
Experience
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

Rich Brownstein Rich Brownstein Greater New York City Area Details
Rich Brownstein's Morgan Stanley Experience January 2002 - February 2008
Job Principal, Head of Risk & Compliance | Operational Risk Executive
Industry Financial Services
Experience
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

Sarah Grace Couyoumjian Sarah Grace Couyoumjian Ann Arbor, Michigan Details
Sarah Grace Couyoumjian's Morgan Stanley Experience May 2006 - August 2006
Job Events Creative Manager at [adult swim]
Industry Entertainment
Experience
[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

Jordan Rizzuto, CFA Jordan Rizzuto, CFA New York, New York Details
Jordan Rizzuto, CFA's Morgan Stanley Experience 2002 - 2003
Job Senior Investment Strategist at IBM
Industry Investment Management
Experience
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

Anthony Venezia Anthony Venezia Greater New York City Area Details
Anthony Venezia's Morgan Stanley Experience January 2011 - Present
Job Chief Audit Executive , Morgan Stanley Bank N.A.
Industry Financial Services
Experience
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

Evan Schenkel Evan Schenkel New York, New York Details
Evan Schenkel's Morgan Stanley Experience August 2015 - Present
Job Vice President at Morgan Stanley
Industry Banking
Experience
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

Matthew Arth Matthew Arth Greater New York City Area Details
Matthew Arth's Morgan Stanley Experience July 2003 - July 2006
Job Principal at Tennenbaum Capital Partners, LLC
Industry Financial Services
Experience
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

Tracy Smith, CAIA, CFP® Tracy Smith, CAIA, CFP® Greater New York City Area Details
Tracy Smith, CAIA, CFP®'s Morgan Stanley Experience 2010 - 2011
Job Head of Marketing & IR at Marathon Partners Equity Management, LLC
Industry Financial Services
Experience
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

Mark Bardach Mark Bardach Greater New York City Area Details
Mark Bardach's Morgan Stanley Experience September 2008 - June 2013
Job Trader at Bernard Herold & Co
Industry Financial Services
Experience
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

Robert Sigman Robert Sigman Boston, Massachusetts Details
Robert Sigman's Morgan Stanley Experience June 2010 - June 2011
Job Analyst at Highfields Capital Management
Industry Investment Management
Experience
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

Kia Skelton Kia Skelton Greater New York City Area Details
Kia Skelton's Morgan Stanley Experience 2006 - 2008
Job Credit Risk Analyst
Industry Financial Services
Experience
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

Jay Gentry, CIMA Jay Gentry, CIMA Greater Atlanta Area Details
Jay Gentry, CIMA's Morgan Stanley Experience 1995 - 2000
Job Southeast Division Manager Senior Vice President at OppenheimerFunds
Industry Investment Management
Experience
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

Dean Yogev Dean Yogev New York, New York Details
Dean Yogev's Morgan Stanley Experience August 2002 - May 2009
Job Analyst at Moab Partners
Industry Investment Management
Experience
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

Dan Dechant Dan Dechant Kansas City, Missouri Area Details
Dan Dechant's Morgan Stanley Experience November 2001 - June 2010
Job Director of Wealth Management Kansas City Region
Industry Financial Services
Experience
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

Tom Whitehead, CFA Tom Whitehead, CFA Los Angeles, California Details
Tom Whitehead, CFA's Morgan Stanley Experience June 2011 - April 2015
Job Research Analyst at NWQ Investment Management Co
Industry Investment Management
Experience
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

Adam Rogoff Adam Rogoff New York, New York Details
Adam Rogoff's Morgan Stanley Experience June 2011 - April 2014
Job AVP at Citi
Industry Financial Services
Experience
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

Edward Levin Edward Levin Greater Atlanta Area Details
Edward Levin's Morgan Stanley Experience June 2010 - August 2010
Job Desktop Engineer at Network 1 Consulting
Industry Information Technology and Services
Experience
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

Geoffroy Verzat Geoffroy Verzat Greater New York City Area Details
Geoffroy Verzat's Morgan Stanley Experience August 2015 - Present
Job Associate Investment Banking at Morgan Stanley
Industry Banking
Experience
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

Douglas Jellison Douglas Jellison New York, New York Details
Douglas Jellison's Morgan Stanley Experience June 2011 - Present
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
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

Jeff Levin Jeff Levin Greater New York City Area Details
Jeff Levin's Morgan Stanley Experience January 2004 - June 2012
Job Managing Director at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group  June 2012 - Present
Morgan Stanley   January 2004 - June 2012

Education
Emory University

Seema Balani Seema Balani Greater New York City Area Details
Seema Balani's Morgan Stanley Experience June 2014 - August 2014
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
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

Sean F. Deming Sean F. Deming San Francisco Bay Area Details
Sean F. Deming's Morgan Stanley Experience August 2001 - May 2004
Job
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   May 2004 - May 2015
Morgan Stanley   August 2001 - May 2004
Prudential Securities Incorporated  July 1989 - August 2001

Education
Emory University

Jaclyn Salant Jaclyn Salant Greater New York City Area Details
Jaclyn Salant's Morgan Stanley Experience July 2011 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
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

Caryn Kinzler Caryn Kinzler Greater Atlanta Area Details
Caryn Kinzler's Morgan Stanley Experience May 2004 - May 2006
Job Vice President of Finance at PulteGroup
Industry Real Estate
Experience
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

Matt Nash Matt Nash Greater New York City Area Details
Matt Nash's Morgan Stanley Experience June 2010 - Present
Job Morgan Stanley
Industry Financial Services
Experience
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

Jeff Sprock Jeff Sprock Greater Atlanta Area Details
Jeff Sprock's Morgan Stanley Experience July 2006 - Present
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
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

Ryan Donohue Ryan Donohue Greater New York City Area Details
Ryan Donohue's Morgan Stanley Experience March 2015 - Present
Job
Industry Law Practice
Experience
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

Ronan Murphy Ronan Murphy New York, New York Details
Ronan Murphy's Morgan Stanley Experience 2007 - 2011
Job Aircraft Leasing & Finance at Merx Aviation Finance
Industry Aviation & Aerospace
Experience
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

Gregory Borys Gregory Borys Greater New York City Area Details
Gregory Borys's Morgan Stanley Experience June 2012 - Present
Job Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley   June 2012 - Present

Skills
Microsoft Office, Stata

Education
Emory University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics

Huey Richardson Huey Richardson Greater New York City Area Details
Huey Richardson's Morgan Stanley Experience June 1999 - August 1999
Job Financial Services Professional
Industry Financial Services
Experience
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

Jack Minson Jack Minson Atlanta, Georgia Details
Jack Minson's Morgan Stanley Experience July 1995 - October 2008
Job Senior Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
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

B. Michael Marino B. Michael Marino Atlanta, Georgia Details
B. Michael Marino's Morgan Stanley Experience 1988 - 1991
Job Managing Director & Southeast Market Manager at J.P. Morgan Private Bank
Industry Investment Management
Experience
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

Sarah Jeffers Sarah Jeffers Greater New York City Area Details
Sarah Jeffers's Morgan Stanley Experience April 2010 - April 2015
Job Executive Director at J.P. Morgan
Industry Banking
Experience
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

Tom Amster Tom Amster San Francisco, California Details
Tom Amster's Morgan Stanley Experience September 2008 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
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

Johnny Lieberman Johnny Lieberman New York, New York Details
Johnny Lieberman's Morgan Stanley Experience June 2012 - Present
Job Sales and Trading Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   June 2012 - Present

Education
Emory University   2009 — 2013
Bachelor of Arts (B.A.), Economics

Benedetto Lorenzon Benedetto Lorenzon New York, New York Details
Benedetto Lorenzon's Morgan Stanley Experience July 2006 - July 2008
Job Director at Perella Weinberg Partners
Industry Financial Services
Experience
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

Bernard Dzata Bernard Dzata Greater Atlanta Area Details
Bernard Dzata's Morgan Stanley Experience June 2010 - September 2011
Job Associate Director at Angel Oak Consulting Group, LLC
Industry Banking
Experience
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

Anvesh Cherukuri Anvesh Cherukuri Greater New York City Area Details
Anvesh Cherukuri's Morgan Stanley Experience June 2015 - August 2015
Job Student at Emory UniversityGoizueta Business School
Industry Financial Services
Experience
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

Frank Houston Frank Houston Jacksonville, Florida Details
Frank Houston's Morgan Stanley Experience September 2008 - November 2011
Job
Industry Investment Management
Experience
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

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